Western Digital stock and Seagate both ranked as top 2025 performers, thanks to AI demand. Here's what to watch in 2026.

Western Digital and Seagate Technology are set to finish the year as two of the top three stocks in the S&P 500.

As the firm splits into two public companies, the Western Digital name remains with the hard drive business, while the new flash storage and memory business brings the Sandisk name back into play nine ...

WDC looks more balanced than STX as AI and cloud fuel storage demand, with lower valuation, rising margins and multi-year HDD contracts despite risks.

Hyperscalers' increasing capex and reliance on HDDs for cost-effective storage drive robust demand, supported by long-term agreements with top cloud providers. Western Digital leads Seagate in market ...