Gainers
Losers
The storage names took the worst of Friday's close, with Western Digital down 10.07% and Seagate off 9.96%. Teradyne led the whole 379-name board at +7.98%.
Latest Activity
Gainers
Losers
Storage names are taking the brunt of the open, with Seagate down 14.8%. On the other side, ON Semiconductor leads the gainers, leaving the spread across this stock universe at roughly 21 points in a single session.
HTHTH World Group
$268M$0.87 per share
- 2ROSTRoss Stores$0.45/sh$143M
- 3WDCWestern Digital$0.15/sh$54.1M
- 4EBCEastern Bankshares$0.15/sh$34.3M
- 5MZTIMarzetti$1.00/sh$27.3M
H World Group tops today's dividend payments with $267.5 million heading to shareholders, or 87 cents a share, arriving September 22. Ross Stores is next with $142.7 million.
WDC Coverage
12:45pm ET
Investing
Western Digital Crushed the S&P 500 Over 10 Years. Now AI Is Changing Everything
Western Digital survived two brutal price halvings, a five-year dividend blackout, and an activist breakup campaign before AI storage demand rewrote the story. Whether that rewrite holds depends on one unpredictable customer…
11:54am ET
Investing
SanDisk and Micron Rise 3% as Tight Memory Supply Outruns a Softer Tech Tape; Western Digital Lags
Memory chip makers that sell their output years in advance are pulling away from a softer technology market, and the gap is widest in shares of SanDisk (NASDAQ:SNDK | SNDK Price Prediction)…
12:45pm ET
Investing
Western Digital Fell Nearly 20% Over The Last 3 Months: A Respected Wall Street Analyst Says 140% To Come
Western Digital shares sit nearly 45% below their peak while analyst estimates keep climbing, leaving investors to decide whether a supply scare just created a rare buying opportunity or a warning sign…
11:52am ET
Investing
Western Digital Sinks 6% as Toshiba’s Drive Expansion Hits the Group; Seagate Drops 8%, Micron Holds Flat
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…
2:00pm ET
Investing
Seagate Is Riding One of AI’s Most Important Trends
Seagate just shed billions in market cap on a single Toshiba headline, yet its nearline drives are locked into contracts stretching deep into 2027. Whether Friday's selloff was a warning shot or…
9:50am ET
Investing
Western Digital Jumps 7%, Seagate Climbs 5% as Bernstein Calls Toshiba Selloff a Storm in a Teacup; SanDisk Inches Higher
A weekend of research notes is pulling hard disk drive (HDD) stocks out of a selloff tied to Toshiba. Both stocks are leading the rebound. Shares of Western Digital (NASDAQ:WDC | WDC…
8:52am ET
Investing
Seagate Tumbles 10%, Western Digital Drops 7% as Toshiba Moves to Double Hard Disk Output
One capacity announcement from Toshiba is splitting the storage trade in two, hitting the hard disk drive (HDD) makers heavily while the broader memory group barely moves. Seagate Technology Holdings (NASDAQ:STX |…
7:15am ET
Investing
$10,000 Put Into September’s Best-Performing Large Cap Is Worth a Lot More Now. Is There Room Left in October?
SanDisk spun off as an afterthought into a commoditized market and somehow became one of the best-performing large caps of the year. The real question is whether the conditions keeping its stock…
11:30am ET
Investing
AI Needs Massive Storage. Seagate Is Ready
Seagate has already surged over 230% this year on the back of record margins and nearly sold-out capacity, but the real question now is whether the stock still has room to run…
10:16am ET
Investing
Micron Slips 3% Despite Record Quarter and Above-Consensus Guidance; Western Digital Dips, SK Hynix Drifts
A record quarter and an upbeat outlook are drawing sellers into Micron Technology (NASDAQ:MU | MU Price Prediction) stock, and the pullback carries the familiar shape of profit taking after a powerful…
8:45am ET
Investing
Play Sandisk Correctly As It Moves Sideways And Slightly Upward
Sandisk has surged over 600% this year on AI-driven storage demand and record margins, but the contracts protecting its downside may also be capping its ceiling. Whether this stock can push higher…
10:30am ET
Investing
SanDisk Could Have a Much Bigger Opportunity Than Investors Expect
SanDisk has already surged hundreds of percent this year on record earnings and massive long-term contracts, yet one critical risk lurking inside its revenue breakdown raises questions about whether the rally can…
11:03am ET
Investing
SK Hynix Drops 6% as Bloomberg Puts $100B Value on Potential Solidigm IPO; Micron and Western Digital Fall 4%
Memory stocks are sliding after a report that SK Hynix (NASDAQ:SKHY) could take its U.S. storage unit public as a separate company. SK Hynix stock is at $180.31, down 6% in early…
2:57pm ET
Investing
Micron Just Rallied 17% in a Month: Take Profits, or Buy More?
Micron Technology (NASDAQ:MU | MU Price Prediction) stock is up 17% over the past month and trades at $1,066.01, a run that puts the memory maker near the front of the AI…
1:30pm ET
Investing
Seagate Stock Has a Bigger AI Connection Than You Might Think
Seagate shares have already tripled in a year, yet analysts tracking hyperscaler storage contracts believe the real move is still ahead. Here is what the capacity allocation data reveals about where this…