Why Western Digital (WDC) Is Up 11.0% After Locking In AI-Driven HDD Demand Through 2026 – And What's Next [Yahoo! Finance]
Western Digital Corporation (WDC)
Last western digital corporation earnings: 4/30 04:01 pm
Check Earnings Report
US:NASDAQ Investor Relations:
investor.wdc.com
Company Research
Source: Yahoo! Finance
storage for AI and cloud workloads, underpinned by long-term contracts with major hyperscalers that extend through 2028. Management's push toward over 50% gross margins, an AI-focused product roadmap including an upcoming 40TB UltraSMR HDD, and fully booked enterprise HDD capacity through 2026 highlight how AI-driven data demand is reshaping Western Digital's role in the global storage infrastructure stack. Next, we'll examine how Western Digital's fully booked AI-focused HDD capacity through 2026 affects the company's existing investment narrative and assumptions. Invest in the nuclear renaissance through our list of 87 elite nuclear energy infrastructure plays powering the global AI revolution. Western Digital Investment Narrative Recap To own Western Digital today you need to believe AI and cloud data growth will keep high-capacity HDDs central to storage, and that the company can sustain healthy margins while depending on a handful of hyperscale customers. The latest res
Show less
Read more
Impact Snapshot
Event Time:
WDC
Last Price
Price Change
Price Change%
Volume Shares
Max Up
Max Down
%
Volume Ratio
Performance Comparison
Updated
|
Event Day
Stock performance from the time of news release until the following 4pm ET market close
|
Last price at news event
|
Since Event
Multi-day stock performance from the time of the news release
|
|---|---|---|
|
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
|
LAST
PRICE AT NEWS EVENT |
SINCE EVENT
Multi-day stock performance from the time of the news release
|
| Last Price | ||
| VWAP | ||
|
High:
|
Max Up |
High:
|
|
Low:
|
Max Down |
Low:
|
|
%
|
Post news range |
%
|
|
|
Price change |
|
|
|
Price Change Percentage |
|
|
|
S&P 500 (SPX) |
|
|
%
|
Volume ratio |
%
|
| Volume | ||
| Ticks | ||
|
|
Avg transaction size |
|
Don't Miss Out On The Next BIG Stock Move
Event day
Event Day Chart will not be displayed beyond 90-day period of the event
Performance since event
Time And Velocity Analysis
Be the first to know
Opt in for alerts from News Quantifed
Sign Up Today
Opt-in for
WDC alerts
Learn More With NQ
Reading the Impact Report
Help Me Understand This Data
Help Me Understand This Data
How NQ Works
What is news-based trading?
And why is it so successful?
And why is it so successful?
Movers & Shakers
The biggest gainers and losers and WHY it moved
WDC alerts
High impacting Western Digital Corporation news events
Weekly update
A roundup of the hottest topics
WDC
News
- Should You Chase the Rally in Western Digital Stock Today? [Yahoo! Finance]Yahoo! Finance
- Investor Outlook: Nvidia faces growing scrutiny over AI revenue projections [BNN Bloomberg (Canada)]BNN Bloomberg
- Should You Forget CoreWeave and Buy 3 Artificial Intelligence (AI) Stocks Right Now? [Yahoo! Finance]Yahoo! Finance
- AI Workloads Raise Storage Demand: Is Sandisk Positioned to Benefit? [Yahoo! Finance]Yahoo! Finance
- U.S. markets rise while oil trades around US$100 as Iran steps up attacks [Investment Executive - News]Investment Executive - News
WDC
Earnings
- 1/29/26 - Beat
WDC
Sec Filings
- 3/10/26 - Form 4
- 3/6/26 - Form 144
- 3/5/26 - Form 4
- WDC's page on the SEC website