Western Digital Joins Micron’s AI Memory Rally As Chip Demand Supercharges Storage Stocks - Western Digit

Western Digital Joins Micron’s AI Memory Rally As Chip Demand Supercharges Storage Stocks - Western Digit

Western Digital projects EPS $3.27 (vs $1.66) and $3.70B revenue (vs $2.60B) for July 29 earnings, driven by AI data-center demand. Morgan Stanley, JPMorgan, and Mizuho raise targets amid limited supply and long-term agreements; for CTOs, this signals sustained memory pricing into 2026.