Western Digital Aktie News

In recent earnings, some companies proved their ability to capitalize on solid growth opportunities offered by the ongoing AI boom through strong execution.

Micron publicly stated the company is "sold out" of memory for all of 2026. Western Digital recently authorized a $4 billion stock buyback.

Sandisk and Micron could see industry-leading revenue growth in the coming years.

While the broader stock market has spent years fixated on the processors that allow artificial intelligence (AI) to think, a massive rotation is occurring into the hardware required to provide AI with a memory. Approximately one year ago, Western Digital NASDAQ: WDC spun off its flash memory business to create SanDisk NASDAQ: SNDK as a standalone entity.

SAN JOSE, Calif. & NEW YORK--(BUSINESS WIRE)--At its Innovation Day 2026, Western Digital (Nasdaq: WDC) today unveiled a new customer-centric storage roadmap that reinvents the hard drive for AI needs, reinforcing its position as a strategic storage infrastructure partner for the AI-driven data economy. The announcements reflect how WD's fundamental business transformation has enabled a new gen...

Western Digital Corporation (WDC) Discusses Transformation to Data-Centric Strategy and AI-Driven Storage Innovations Transcript

Western Digital stock climbed as the company used its Innovation Day presentation to highlight AI-powered growth.

As investors turned their back on software (notably, the seat-based software-as-a-service companies), they're turned towards hardware in a big-time way.