U.S. stocks were mixed, with the Nasdaq Composite gaining more than 100 points on Monday.Shares of Tilray Brands, Inc. (NASDAQ: TLRY) rose sharply during Monday's session.Shares of cannabis-linked stocks traded higher after President Donald Trump posted a video on Truth Social on Sunday, promoting the potential health benefits of cannabis. Cannabis stocks lit up on Monday after Trump resurrected hopes for a change in federal drug policy.Tilray Brands shares jumped 39.2% to $1.5983 on Monday.Here are some ot ...

智通财经APP获悉，周一，西部数据(WDC.US)股价触及历史新高118.137美元。截至发稿，该股涨超 8%，报116.08美元。此前两家券商上调该股目标价。摩根士丹利分析师Erik Woodring将该股目标价从99 美元上调至171美元；Rosenblatt分析师Kevin Cassidy将其目标价从90美元上调至125美元。 ...

Western Digital Corp. (NASDAQ: WDC ) is a top outperformer this year, up 128% and another 163% over the past six months, outperforming its memory/storage peer group, shown below, and AI is to thank. The stock is bouncing up almost 10% this morning.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in WDC over the ne ...

TRENDING: Robinhood Leads 7 Top S&P 500 Stocks In 2025 Hard disk drive makers Seagate Technology (STX) and Western Digital (WDC) are already among this year's top-performers in the S&P 500 — but analysts at Morgan Stanley see more room for both stocks to run. Shares of both companies jumped Monday after Morgan Stanley analyst Erik Woodring sharply increased his price targets for the rival companies. Morgan Stanley's price target for Seagate is now 265, up from 168, while Western Digital is 171, up from 99. ...

Key Takeaways Western Digital spun off SanDisk to streamline operations and launched $2B in buybacks and dividends.Micron's data center revenue hit 56% of total sales, with HBM3E driving nearly $2B in quarterly revenue.MU trades at 9.4x forward earnings vs. WDC at 15.87x, with stronger earnings estimate revisions for 2026.Data is growing at an accelerated pace, fueled by cloud adoption, AI, IoT and Big Data. Traditional HDDs and SSDs continue to serve enterprises and consumers, while advanced DRAM, NAND and ...

Western Digital Corporation (NASDAQ:WDC) is one of the stocks Jim Cramer shed light on. When a caller asked about the company during the lightning round, Cramer commented: “Okay, so after what happened today with Micron, where it reported an unbelievable quarter and it still went down, we’re going to have to wait for Western Digital. You are absolutely right. They’re doing fabulously. That was very clear from the Micron conference call just last night. Well, now we gotta wait because people are going to g ...

美银证券将西部数据的目标价从123美元上调至141美元，维持"买入"评级。(格隆汇) 相关事件 美银上调西部数据目标价至141美元 瑞穗上调西部数据目标价至120美元 ...

Founded in 1970, Western Digital Corporation (NASDAQ: WDC ) is a dinosaur of the computer era. It evolved into a global leader in data storage, initially dominating hard disk drives, or HDDs in brief, and later expanding intoAlways on the hunt for undervalued, promising stocks with a focus on risk and reward. Limited risks and decent to high upside by knowing what one's owning. I strongly believe that the best investment ideas are often the simplest. If contrarian, the better.Analyst’s Disclosure:I/we have ...

Key Takeaways Western Digital shipped 190 exabytes in Q4, up 32% year over year on nearline HDD demand.Shipments of 26TB CMR and 32TB UltraSMR drives doubled, surpassing 1.7M units in June.Q4 revenues jumped 30% year over year; Q1 guidance sees $2.7B midpoint, up 22% year over year.Western Digital Corporation (WDC) is seeing strong momentum as cloud adoption and AI continue to reshape global storage needs. The company is benefiting from surging demand for high-capacity drives that support the growing data r ...

摩根士丹利发布研报指出，AI驱动的芯片投资狂潮正从GPU向内存领域蔓延。研报强调当前市场正处于周期性转向的关键节点，预计2026年将 出现内存价格双底探底后的复苏周期。摩根士丹利认为，与市场普遍关注的DRAM和HBM相比，NAND市场因其供需格局的急剧扭转，展现出更 显著的上涨潜力。 AI引发的芯片狂热正从GPU等逻辑芯片，迅速蔓延至内存领域。摩根士丹利认为，内存市场，特别是闪存（NAND），正处于一个持久上升周 期的"早期阶段"。 受AI数据中心推升的存储器强劲需求，三星本周大幅上调内存和闪存产品价格，DRAM内存产品涨幅高达30%，交期也从单月延长至半年以 上。美光、闪迪等竞争对手同步跟进涨价措施。 据硬AI，摩根士丹利同日发布研报指出，AI驱动的芯片投资狂潮正从GPU向内存领域蔓延。研报强调 当前市场正处于周期性转向的关键节点， 预计2026年将出现内存价格双底探底后的复苏周期。 摩根士丹利认为， 与市场普遍关注的DRAM内存和机械硬盘相比，闪存市场因其供需格局的急剧扭转，展现出更显著的上涨潜力。 因此研报强调投资者应 重点关注纯闪存制造商如铠侠（KIOXIA）和闪迪（SanDisk），以及三星、SK海 ...