Quick ReadWDC dropped 23% in three months after Toshiba's supply expansion spooked markets, yet Ben Reitzes at Melius holds a ...

Three Wall Street research desks spent the weekend pushing back hard against a Toshiba supply scare that hammered HDD stocks, ...

Toshiba’s plan to build more hard disk drives is landing on its two U.S.-listed rivals and not hurting the memory chip stocks around them. Western Digital (NASDAQ:WDC | WDC Price Prediction) stock is ...

Even if Toshiba doubles its capacity, analysts say it has a ways to go to catch up with Western Digital and Seagate ...

AI storage needs are accelerating -- and both of these companies are perfectly positioned to benefit.

Seagate Technology and Western Digital shares declined on Tuesday as the hard disk drive sector continued to be volatile.

And their longer-term returns are remarkably similar. Seagate has an average annualized return of 141% over the past three ...

Seagate was showing storage with physical AI and some 44TB HAMR drives and WD talked about their HDD roadmap at the 2026 AI Infra Summit.

Investors are worried that Toshiba will boost its production of a key AI storage product, potentially hurting the strong pricing power that Western Digital and Seagate currently enjoy.

Western Digital and Seagate stocks plunge as Toshiba doubles HDD capacity and competes for TDK's magnetic head business in a ...

Computer hard-drive manufacturer Western Digital (WDC-11.30%) stock tumbled 11.7% through 1 p.m. ET Friday -- but not for any ...

Seagate and Western Digital were hit hard by a report Toshiba is scaling up hard-drive production.