MarketPulse

storage demand

5 articles
The Motley FoolThe Motley Fool··Harsh Chauhan

Western Digital's AI-Fueled Rally: 170% Surge Points to $851 Price Target

Western Digital surges 170% in 2026 on massive AI data center demand, with Q3 earnings up 97%. Analysts target $851 by 2028, implying 81% additional upside.
WDCearnings growthcloud infrastructure
The Motley FoolThe Motley Fool··Rich Smith

Memory Sector Surges on AI Boom: SanDisk Rebounds 8.57% After Seagate's Stellar Earnings

SanDisk rebounds 8.57% after Seagate crushes earnings with $4.10 EPS versus $3.48 forecast, raising guidance on AI-driven memory demand surge.
SNDKSTXearnings beatguidance raise
The Motley FoolThe Motley Fool··Eric Volkman

Storage Stocks Rally on AI Boom: SanDisk Surges as Morgan Stanley Lifts Seagate Target

SanDisk surged 3.19% as Morgan Stanley raised Seagate's price target 24% to $582, citing AI-driven storage demand persisting through 2028.
SNDKSTXstorage demandAI expansion
The Motley FoolThe Motley Fool··Harsh Chauhan

Two AI Darlings Eclipse Micron in 2026: Lumentum and Western Digital Lead the Charge

Lumentum and Western Digital outperform Micron in 2026 with 90% and 77% gains, driven by supply constraints in optical interconnects and HDD storage for AI data centers.
MUWDCLITEdata centersearnings growth
The Motley FoolThe Motley Fool··Harsh Chauhan

SanDisk Stock Surges Following Western Digital Spinoff Amid AI Demand Boom

SanDisk stock surges post-spinoff from Western Digital, driven by AI data center demand for NAND flash storage and favorable industry pricing dynamics.
SNDKWDCNAND flash storagevaluation