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data storage

Everything tagged "data storage" across research, earnings, and macro.

2 articles

Western Digital (WDC): AI Storage Demand Fuels Re-Rating

Western Digital has transformed into a focused HDD play on hyperscale cloud demand, with strong revenue growth, expanding margins, and visible product-roadmap momentum. The stock looks attractive, but valuation remains rich and the setup still carries cyclical risk.

Jul 4, 2026·27 MIN

Technology Computer Hardware AI

Research ReportSTX

Seagate Technology (STX): HAMR Ramps Drive Margin Expansion

Seagate is pairing record margins with accelerating HAMR adoption and strong data center demand. The stock looks like a Buy as cloud nearline capacity, pricing, and free cash flow improve.

Apr 28, 2026·24 MIN

Technology Computer Hardware Data Storage

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