Group 1 - Electronic Arts (EA) shares surged as the company agreed to be taken private for $55 billion by a consortium of investors, which includes the Saudi Public Investment Fund, Jared Kushner's Affinity Partners, and Silver Lake [2][5] - Major U.S. equities, including the Dow, S&P 500, and Nasdaq, experienced gains, driven by a rise in tech stocks [2][5] - Shares of hard drive manufacturers Western Digital (WDC) and Seagate Technology (STX) increased following price target upgrades from Morgan Stanley and Rosenblatt Securities, with expectations of benefiting from AI-driven demand [3] Group 2 - Mining giant Freeport McMoRan (FCX) saw its shares rise as gold prices reached an all-time high and copper futures hit their highest level since late July [3] - Oil companies, including ConocoPhillips (COP), Diamondback Energy (FANG), and Devon Energy (DVN), experienced a decline in shares as OPEC+ announced plans to increase oil output [4][5] - Intel (INTC) shares fell after TSMC (TSM) denied reports of partnership discussions, while TSMC shares slightly increased [4]

About this content About Sean Mason Sean Mason is a Senior Journalist at Proactive, having researched and written about Canadian and US equities for 20 years. Sean graduated from the University of Toronto with a BA in history and economics and has also passed the Canadian Securities Course. He previously worked at Investors Digest of Canada, Stockhouse, and SmallCapPower.com. Read more About the publisher Proactive financial news and online broadcast teams provide fast, accessible, informative and action ...

Market Overview - U.S. stocks exhibited mixed performance, with the Nasdaq Composite increasing by over 100 points on Monday [1] - Cannabis-linked stocks experienced significant gains following President Trump's video promoting the health benefits of cannabis [1] Company Highlights - Tilray Brands, Inc. (NASDAQ: TLRY) saw a sharp increase in shares, rising 39.2% to $1.5983 [1] - Merus N.V. (NASDAQ: MRUS) gained 36.6% to $94.14 after Genmab agreed to acquire the company for $97 per share [4] - Better Home & Finance Holding Company (NASDAQ: BETR) increased by 20.1% to $63.60, supported by a $75 million at-the-market offering for Class A shares [4] - BTQ Technologies Corp. (NASDAQ: BTQ) jumped 20% to $6.36, as Danal began proof-of-concept for BTQ's quantum-secure Stablecoin settlement network [4] - SNDL Inc. (NASDAQ: SNDL) rose 18.8% to $2.77, benefiting from the positive sentiment around cannabis stocks [4] - Innoviz Technologies Ltd. (NASDAQ: INVZ) increased by 15.6% to $1.9701 after Goldman Sachs upgraded the stock from Neutral to Buy, raising the price target from $1.50 to $2.50 [4] - Sandisk Corporation (NASDAQ: SNDK) shares jumped 14.3% to $111.06 [4] - GDEV Inc. (NASDAQ: GDEV) rose 12.7% to $29.24 [4] - Ondas Holdings Inc. (NASDAQ: ONDS) gained 12.2% to $8.59 [4] - Pony AI Inc. (NASDAQ: PONY) increased by 10.3% to $23.36, with Citigroup initiating coverage with a Buy rating and a price target of $29 [4] - Galaxy Digital (NASDAQ: GLXY) gained 9.5% to $33.85 [4] - Western Digital Corporation (NASDAQ: WDC) rose 9% to $116.48 after Rosenblatt raised its price target from $90 to $125 while maintaining a Buy rating [4] - New Oriental Education & Technology Group Inc. (NYSE: EDU) increased by 5% to $53.85, with B of A Securities maintaining a Buy rating and raising the price target from $56.2 to $58.2 [4] - GLOBALFOUNDRIES Inc. (NASDAQ: GFS) rose 5% to $37.40 following a collaboration announcement with Corning for developing detachable fiber connector solutions [4]

智通财经APP获悉，周一，西部数据(WDC.US)股价触及历史新高118.137美元。截至发稿，该股涨超 8%，报116.08美元。此前两家券商上调该股目标价。摩根士丹利分析师Erik Woodring将该股目标价从99 美元上调至171美元；Rosenblatt分析师Kevin Cassidy将其目标价从90美元上调至125美元。 ...

Western Digital Corp. (NASDAQ: WDC ) is a top outperformer this year, up 128% and another 163% over the past six months, outperforming its memory/storage peer group, shown below, and AI is to thank. The stock is bouncing up almost 10% this morning.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in WDC over the ne ...

TRENDING: Robinhood Leads 7 Top S&P 500 Stocks In 2025 Hard disk drive makers Seagate Technology (STX) and Western Digital (WDC) are already among this year's top-performers in the S&P 500 — but analysts at Morgan Stanley see more room for both stocks to run. Shares of both companies jumped Monday after Morgan Stanley analyst Erik Woodring sharply increased his price targets for the rival companies. Morgan Stanley's price target for Seagate is now 265, up from 168, while Western Digital is 171, up from 99. ...

Industry Overview - Data is growing rapidly due to cloud adoption, AI, IoT, and Big Data, with traditional HDDs and SSDs serving enterprises and consumers, while advanced DRAM, NAND, and HBM solutions support applications like AI training and hyperscale data centers [1][3] - The global semiconductor memory market is projected to reach approximately $215.36 billion by 2034, growing at a CAGR of 6.92% from 2025 to 2034 [3] - The global data storage market is expected to grow from $250.8 billion in 2025 to $483.9 billion by 2030, at a CAGR of 14% [3] Western Digital Corporation (WDC) - WDC is a diverse storage company with a broad product portfolio, including traditional HDDs and NAND-based SSDs, targeting both consumer and enterprise markets [2] - The company is focused on innovation, enhancing HDD technology for greater capacity, performance, and energy efficiency, and has spun off its flash memory business, SanDisk, to streamline operations [4][7] - WDC anticipates that the rise of generative AI will drive device refresh cycles and increase storage demand for both HDDs and Flash [5] - The company has improved profitability through higher-capacity drives and disciplined cost management, authorizing up to $2 billion in share repurchases and initiating a quarterly dividend [7][10] - WDC's long-term debt amounts to $4.7 billion, but it has reduced debt by $2.6 billion in the June quarter, strengthening its balance sheet [9][10] Micron Technology (MU) - Micron is a leading global provider of semiconductor memory solutions, manufacturing high-performance DRAM, NAND, and other memory technologies [2] - The company is capitalizing on the growing AI-driven memory and storage markets, with strong demand for HBM products and improved productivity due to AI adoption [11][12] - Micron's data center business contributes 56% of total revenue with strong margins, and its HBM segment is experiencing consistent growth [14] - The company has reduced its debt by $900 million in the last quarter, closing with $14.6 billion in total debt and $11.9 billion in cash and investments [17] - Micron's shares trade at a forward P/E ratio of 9.4, making it more attractive than WDC, which trades at 15.87 [21][28] Comparative Analysis - Over the past year, MU and WDC have registered gains of 51.6% and 56.5%, respectively [20] - The Zacks Consensus Estimate for MU's earnings for fiscal 2026 has been revised up 35% to $16.58, while WDC's estimate has increased by 10.9% to $6.53 [25][27] - MU currently holds a Zacks Rank 1 (Strong Buy), while WDC has a Zacks Rank 3 (Hold), indicating that MU is a better pick based on current valuations and growth potential [28]

Group 1 - Western Digital Corporation (NASDAQ:WDC) is recognized for its strong performance in the data storage sector, with a focus on HDDs, external drives, data center platforms, and NAS systems [2] - The company is currently trading at 15 times earnings, which is a significant discount compared to its historical valuation of 8 times earnings [2] - Jim Cramer highlighted the potential for Western Digital's stock to reach $100 in the near future, indicating a positive outlook despite market volatility [1] Group 2 - The company has recently achieved a 52-week high, reflecting its robust market position among storage companies [2] - There is a comparison made between Western Digital and other AI stocks, suggesting that while WDC has potential, certain AI stocks may offer greater upside and less risk [2]

美银证券将西部数据的目标价从123美元上调至141美元，维持"买入"评级。(格隆汇) 相关事件 美银上调西部数据目标价至141美元 瑞穗上调西部数据目标价至120美元 ...

Company Overview - Western Digital Corporation, founded in 1970, is a significant player in the data storage industry, initially focusing on hard disk drives (HDDs) and later diversifying its product offerings [1]. Investment Philosophy - The company emphasizes the importance of identifying undervalued stocks with a favorable risk-reward profile, suggesting that limited risks can lead to decent to high upside potential [1]. - It is believed that the best investment ideas are often the simplest, and a contrarian approach may yield better results [1].