Western Digital

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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