Western Digital - Shares of Western Digital are experiencing a rally, with a price target increase from Bank of America to $197 from $170, indicating further growth potential as shares are currently above $160 [2][3] - The analyst maintains a buy rating, citing strong demand for hard disk drives that is expected to outpace supply, along with a positive technology roadmap for growth [3] - Year-to-date, Western Digital shares have surged by 255%, with a 108% increase over the last three months [4] Palo Alto Networks - Palo Alto reported adjusted EPS of 93 cents, exceeding the expected 89 cents, and revenue of $2.47 billion, surpassing the forecast of $2.36 billion [5][6] - Despite strong results, investor sentiment remains negative due to a recent acquisition announcement, which has led to pressure on shares [5][6][8] - Capital expenditures rose to $84 million, significantly above the expected $58 million, indicating heavy investment [7] Bath & Body Works - Bath & Body Works reported adjusted EPS of 35 cents, below the expected 40 cents, and revenue of $1.59 billion, missing the forecast of $1.63 billion, leading to a decline in shares by over 20% [10] - The company is facing challenges as consumer shopping habits shift, with a focus on returning to basics in product offerings [11] - The decline in mall traffic and changing consumer preferences are contributing factors to the company's struggles [11][12]