Western Digital Corporation (NASDAQ:WDC) is one of the stocks in focus as Jim Cramer shared his weekly game plan. Cramer mentioned the stock during his game plan, as he commented: Sandisk and Western Digital report at the same time. These are our storage plays. They’ll be very positive. I don’t think they’ll get the same reception that Apple does. I think people are going to say, wow, and just keep buying these. Stock market data showing an upward trajectory. Photo by Burak The Weekender on Pexels Wes ...

Seagate, Western Digital Stocks Notch Record Highs Ahead Of Earnings | Investor's Business DailyBREAKING: [Tech Futures Rise With Megacap Earnings, Fed Due]Investors.com will undergo scheduled maintenance from 10:00 PM ET to 2:00 AM ET and some features may be unavailable. We apologize for any inconvenience.---Seagate Technology (STX) and Western Digital (WDC) climbed higher again Monday, adding to an AI-fueled rally that placed the hard-disk-drive makers among the top performers in the S&P 500 last year. E ...

Core Viewpoint - Tradr ETFs is set to launch three new single-stock leveraged ETFs that aim to provide 200% long exposure to their respective underlying stocks, marking a first-to-market strategy in this investment space [1]. Group 1: Product Launch Details - The new ETFs will be listed on Cboe and are designed for sophisticated investors and professional traders [1][3]. - The specific ETFs include Tradr 2X Long LITE Daily ETF (Cboe: LITX) tracking Lumentum Holdings Inc. (Nasdaq: LITE), Tradr 2X Long SNDK Daily ETF (Cboe: SNXX) tracking Sandisk Corp. (Nasdaq: SNDK), and Tradr 2X Long WDC Daily ETF (Cboe: WDCX) tracking Western Digital Inc. (Nasdaq: WDC) [11]. Group 2: Target Audience and Strategy - Tradr ETFs are aimed at sophisticated investors and professional traders who seek to express high conviction investment views through leveraged and inverse strategies [3]. - The funds are intended to be used as short-term trading vehicles, focusing on magnifying the performance of their underlying securities [4][6]. Group 3: Investment Characteristics - Each ETF aims to deliver twice the daily performance of its specific underlying stock, which introduces a higher level of risk due to the use of leverage [1][4]. - Investors are expected to actively monitor and manage their investments, as the performance of these funds may significantly differ from their benchmarks over longer periods [5][6].

Core Viewpoint - Tradr ETFs is set to launch three new single stock leveraged ETFs that aim to provide 200% long exposure to their respective underlying stocks, marking a first-to-market strategy in this investment space [1]. Group 1: Product Launch Details - The new ETFs will be listed on Cboe and are designed for sophisticated investors and professional traders [1][3]. - The specific ETFs include Tradr 2X Long LITE Daily ETF (Cboe: LITX) tracking Lumentum Holdings Inc. (NASDAQ:LITE), Tradr 2X Long SNDK Daily ETF (Cboe: SNXX) tracking Sandisk Corp. (NASDAQ:SNDK), and Tradr 2X Long WDC Daily ETF (Cboe: WDCX) tracking Western Digital Inc. (NASDAQ:WDC) [11]. Group 2: Target Audience and Strategy - Tradr ETFs are tailored for investors with high conviction investment views, focusing on leveraged and inverse strategies to achieve short or long exposure to actively traded stocks and ETFs [3]. - The funds are intended to be used as short-term trading vehicles, which differentiates them from traditional ETFs [4]. Group 3: Investment Characteristics - Each ETF aims to deliver twice the daily performance of its underlying stock, which introduces a higher level of risk due to the use of leverage [1][4]. - Investors should be aware that the performance of these funds may significantly differ from their benchmarks over longer periods, and the funds may trend in the opposite direction of their benchmarks [5].

Core Viewpoint - The market focus is shifting from geopolitical crises to macroeconomic factors, fiscal and monetary policies, and corporate earnings disclosures as the last trading week of January 2026 approaches. Key events include the Federal Reserve's interest rate decision and earnings reports from major tech companies like Tesla and Apple, alongside global storage leaders such as Samsung and SK Hynix [1] Economic and Market Overview - The S&P 500 index saw a slight increase of less than 0.1% on Friday but experienced a weekly decline of 0.4%. The Dow Jones Industrial Average fell by 0.7% for the week, while the Nasdaq Composite, primarily driven by tech stocks, also entered negative territory with an overall drop of approximately 0.1% [2] - A significant price surge occurred in the U.S. natural gas futures market, with prices skyrocketing by 75% over five trading days due to a winter storm impacting over 1.5 million people [2] - The World Economic Forum in Davos highlighted increasing divisions between the U.S. and its Western allies, alongside intense domestic political confrontations that could lead to a government shutdown [2] Federal Reserve and Monetary Policy - Investors expect the Federal Reserve to maintain the current interest rate range of 3.5%-3.75%, with a 98% probability of this outcome according to CME data. The focus will be on Chairman Powell's outlook on inflation, the job market, and future interest rate paths [6][18] - The nomination for the next Federal Reserve Chair is anticipated to be announced soon, with Rick Rieder from BlackRock emerging as a leading candidate [6][19] Corporate Earnings and Tech Sector - Approximately one-fifth of S&P 500 companies will report quarterly earnings this week, including four of the "Magnificent Seven" tech giants: Apple, Microsoft, Meta, and Tesla. This earnings season is crucial for assessing the continuation of the current bull market [5][10] - The tech sector has issued nearly $700 billion in investment-grade debt over the past quarter, reflecting a significant shift in the credit market driven by AI investments [8] - Analysts are closely monitoring the earnings reports from major storage companies like SanDisk, Western Digital, and Seagate, as well as semiconductor giants Samsung and SK Hynix, to gauge the impact on the overall market [9][15] Geopolitical and Regulatory Developments - The Senate Agriculture Committee is set to hold hearings on the CLARITY Act, a significant step in the U.S. cryptocurrency regulatory process, which has become increasingly complex amid election year dynamics [7] - The geopolitical landscape remains tense, with concerns about the U.S. dollar's status as a reserve currency and the potential for a more divided and dangerous geopolitical world [3] AI and Market Sentiment - The ongoing "AI faith" narrative is a driving force behind the current bull market, with significant investments in AI infrastructure and applications. The upcoming earnings reports from major tech companies will serve as a critical test for this narrative [10][11] - The market is particularly focused on how AI investments translate into actual productivity growth and revenue, with companies like Tesla and Meta under scrutiny for their AI-related revenue streams [12][13]

美股存储板块盘前走弱，美光科技跌1.66%，闪迪跌1.63%，西部数据跌1.01%，希捷科技跌0.76%。 (本文来自第一财经) 美股存储板块盘前走弱，美光科技跌1.66%，闪迪跌1.63%，西部数据跌1.01%，希捷科技跌0.76%。 (本文来自第一财经) ...

Wedbush将西部数据的目标价从200美元上调至260美元，维持"跑赢大市"评级。(格隆汇) ...

（文章来源：每日经济新闻） 每经AI快讯，1月26日，美股存储板块盘前走低，美光科技跌1.8%，闪迪跌1.6%，西部数据跌1.0%，希 捷科技跌0.75%。 ...

Core Viewpoint - The storage sector is experiencing a significant transformation, shifting from a traditional data storage role to becoming a critical component in AI architectures, thus driving up stock prices for companies like Western Digital [1][3][26]. Group 1: Market Dynamics - Western Digital's stock has surged over 60% in three weeks, reflecting a broader trend in the storage sector linked to AI developments [1]. - The traditional view of storage as a commodity is changing, with storage now seen as a core element in AI inference, leading to a reevaluation of its market value [3][5]. - The demand for high-speed storage is increasing due to the limitations of current GPU memory, necessitating upgrades to storage technology [6][12]. Group 2: Technological Shifts - The concept of "memory walls" is becoming critical, as AI models require vast amounts of data to function effectively, pushing storage to the forefront of computational needs [6][8]. - New architectures from companies like NVIDIA are emphasizing the need for faster storage solutions to match the capabilities of advanced GPUs [7][12]. - The rise of AI applications is creating a demand for storage that can handle high-frequency random read/write operations, further elevating its importance in the tech ecosystem [8][13]. Group 3: Supply Chain and Pricing Power - Cloud service providers are facing challenges in securing storage supplies, leading to a shift in bargaining power towards storage manufacturers like Samsung and SK Hynix [14][15]. - The scarcity of high-performance storage options is forcing cloud companies to pay premium prices to ensure supply continuity [15][16]. - This shift represents a significant moment of profit transfer within the industry, as storage manufacturers gain leverage over previously dominant cloud service providers [17]. Group 4: Opportunities for Chinese Companies - Chinese storage companies have a unique opportunity to capitalize on the current market dynamics, particularly in the AI storage sector [19][20]. - The domestic market for AI applications is growing rapidly, providing a potential customer base for Chinese manufacturers to offer competitive alternatives to established players [21][22]. - Chinese firms are making strides in SSD technology, achieving parity with international standards, which positions them well to compete in the AI storage market [23][24]. Group 5: Future Outlook - The current surge in storage prices may indicate the beginning of a new era in AI, suggesting that storage will become a fundamental asset in future investments [26]. - The long-term outlook for AI storage is positive, with related companies expected to maintain high growth potential, although current prices may be elevated [26].

Group 1 - The upcoming week will see a total reverse repurchase maturity scale of 11,810 billion yuan, with specific maturities on each day from Monday to Friday [1] - On January 26, a press conference will be held by the State Council Information Office regarding the 2025 business work and operational situation [2] - On January 27, China will release the year-on-year profit data for large-scale industrial enterprises for December 2025 [3] Group 2 - A press conference on January 28 will introduce the high-quality development of state-owned enterprises [4] - On January 30, preliminary GDP data for Hong Kong for the fourth quarter will be published [5] - On January 31, the official manufacturing PMI data for January will be released, with December's PMI recorded at 50.1%, an increase of 0.9 percentage points from the previous month [6] Group 3 - A total of 30 companies will have their restricted shares unlocked next week, with a total market value exceeding 40 billion yuan, with January 27 being the peak unlocking date [6] - The companies with the highest unlocking market values include Haibo Shichuang (23.154 billion yuan), Fostar (5.367 billion yuan), and Yifang Biotechnology-U (4.251 billion yuan) [6] - Three new stocks will be issued next week, including Beixin Life on January 26 and Linping Development and Electronic Science and Technology Blue Sky on January 30 [6] Group 4 - The upcoming week will feature a "super earnings week" for U.S. stocks, with major tech companies like Microsoft, Meta, Tesla, Apple, and others reporting earnings [8] - The Federal Reserve is expected to announce its interest rate decision on January 30, with a low likelihood of rate cuts in the first quarter [8] - The U.S. government faces a risk of shutdown by January 31, with a 75% probability of closure due to recent political tensions [9]