http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Fri, 16 Oct 2026 12:41:30 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/Management+Comments/Michael+Dell+Says+He+Expects+Memory+Crunch+to+Get+Worse+-+WSJ/27197194.html (Updated - October 16, 2026 12:41 PM EDT) <p>Michael Dell Says He Expects Memory Crunch to Get Worse - WSJ</p><ul><li>"There are some new challenges that this presents, but if you look at our cash conversion cycle, it's still negative."</li></ul> http://www.streetinsider.com/Management+Comments/Michael+Dell+Says+He+Expects+Memory+Crunch+to+Get+Worse+-+WSJ/27197194.html Fri, 16 Oct 2026 12:41:30 -0400 MU SNDK WDC http://www.streetinsider.com/Management+Comments/Michael+Dell+Says+He+Expects+Memory+Crunch+to+Get+Worse+-+WSJ/27197194.html (Updated - October 16, 2026 12:41 PM EDT) <p>Michael Dell Says He Expects Memory Crunch to Get Worse - WSJ</p><ul><li>"There are some new challenges that this presents, but if you look at our cash conversion cycle, it's still negative."</li></ul> http://www.streetinsider.com/Management+Comments/Michael+Dell+Says+He+Expects+Memory+Crunch+to+Get+Worse+-+WSJ/27197194.html Fri, 16 Oct 2026 12:41:30 -0400 MU SNDK WDC http://www.streetinsider.com/Management+Comments/Michael+Dell+Says+He+Expects+Memory+Crunch+to+Get+Worse+-+WSJ/27197194.html (Updated - October 16, 2026 12:41 PM EDT) <p>Michael Dell Says He Expects Memory Crunch to Get Worse - WSJ</p><ul><li>"There are some new challenges that this presents, but if you look at our cash conversion cycle, it's still negative."</li></ul> http://www.streetinsider.com/Management+Comments/Michael+Dell+Says+He+Expects+Memory+Crunch+to+Get+Worse+-+WSJ/27197194.html Fri, 16 Oct 2026 12:41:30 -0400 MU SNDK WDC http://www.streetinsider.com/Options/Western+Digital+%28WDC%29+call+put+ratio+1.3+calls+to+1+put+as+share+price+down+3.6%25/27196766.html <p>Western Digital (NASDAQ: WDC) 30-day call option implied volatility is 70; compared to its 52-week range of 61 to 117. Call put ratio 1.3 calls to 1 put as share price down 3.6%.</p> http://www.streetinsider.com/Options/Western+Digital+%28WDC%29+call+put+ratio+1.3+calls+to+1+put+as+share+price+down+3.6%25/27196766.html Fri, 16 Oct 2026 10:36:26 -0400 WDC http://www.streetinsider.com/Investing/Western+Digital+shares+on+chip+selloff+and+price+target+cut/27196611.html <p>Western Digital Corp shares dropped 4.6% in morning trading Friday, falling to $339.99 from an opening price of $347.73 and touching a session low of $337.00.</p><p>The decline came as the semiconductor sector faced broad selling pressure following U.S. inflation data that came in higher than expected. The inflation figures raised concerns that the Federal Reserve may need to increase interest rates further, a scenario that typically affects high-growth technology stocks.</p><p>The stock also faced pressure from competitive concerns in the memory and storage sector. China's CXMT recently announced progress on a new high-density 4F² DRAM architecture targeting the server memory market, http://www.streetinsider.com/Investing/Western+Digital+shares+on+chip+selloff+and+price+target+cut/27196611.html Fri, 16 Oct 2026 10:12:14 -0400 WDC http://www.streetinsider.com/Analyst+PT+Change/Western+Digital+Corp.+%28WDC%29+PT+Lowered+to+%24450+at+Wells+Fargo/27195404.html Wells Fargo analyst Aaron Rakers lowered the price target on Western Digital Corp. (NASDAQ: WDC) to $450.00 (from $730.00) while maintaining a Overweight rating. http://www.streetinsider.com/Analyst+PT+Change/Western+Digital+Corp.+%28WDC%29+PT+Lowered+to+%24450+at+Wells+Fargo/27195404.html Fri, 16 Oct 2026 06:29:09 -0400 WDC http://www.streetinsider.com/AI/Rosenblatt+on+Super+Micro+Computer+%28SMCI%29%3A+%27Still+Undervalued%27/27193737.html <p>Rosenblatt analyst Sajal Dogra reiterated a Buy rating and $51.00 price target on Super Micro Computer (NASDAQ: SMCI).</p><p>The analyst comments "We applaud Supermicro’s appointment of Mark Long as Chief Financial Officer, a major catalyst for a reduction in SMCI’s governance discount. Together with the clean FY26 financial-statement audit and substantial control remediation, investor attention should shift toward growth, gross margins and cash conversion. Long brings decades of technology-sector experience across finance, strategy, M&A and capital markets. He served as Western Digital’s CFO from September 2016 to May 2019, a key period involving the integration of SanDisk following its acquisition. His http://www.streetinsider.com/AI/Rosenblatt+on+Super+Micro+Computer+%28SMCI%29%3A+%27Still+Undervalued%27/27193737.html Thu, 15 Oct 2026 16:29:24 -0400 SMCI WDC http://www.streetinsider.com/Analyst+Comments/Rosenblatt+on+Super+Micro+Computer+%28SMCI%29%3A+%27Still+Undervalued%27/27193737.html <p>Rosenblatt analyst Sajal Dogra reiterated a Buy rating and $51.00 price target on Super Micro Computer (NASDAQ: SMCI).</p><p>The analyst comments "We applaud Supermicro’s appointment of Mark Long as Chief Financial Officer, a major catalyst for a reduction in SMCI’s governance discount. Together with the clean FY26 financial-statement audit and substantial control remediation, investor attention should shift toward growth, gross margins and cash conversion. Long brings decades of technology-sector experience across finance, strategy, M&A and capital markets. He served as Western Digital’s CFO from September 2016 to May 2019, a key period involving the integration of SanDisk following its acquisition. His http://www.streetinsider.com/Analyst+Comments/Rosenblatt+on+Super+Micro+Computer+%28SMCI%29%3A+%27Still+Undervalued%27/27193737.html Thu, 15 Oct 2026 16:29:24 -0400 SMCI WDC http://www.streetinsider.com/Hot+Comments/Rosenblatt+on+Super+Micro+Computer+%28SMCI%29%3A+%27Still+Undervalued%27/27193737.html <p>Rosenblatt analyst Sajal Dogra reiterated a Buy rating and $51.00 price target on Super Micro Computer (NASDAQ: SMCI).</p><p>The analyst comments "We applaud Supermicro’s appointment of Mark Long as Chief Financial Officer, a major catalyst for a reduction in SMCI’s governance discount. Together with the clean FY26 financial-statement audit and substantial control remediation, investor attention should shift toward growth, gross margins and cash conversion. Long brings decades of technology-sector experience across finance, strategy, M&A and capital markets. He served as Western Digital’s CFO from September 2016 to May 2019, a key period involving the integration of SanDisk following its acquisition. His http://www.streetinsider.com/Hot+Comments/Rosenblatt+on+Super+Micro+Computer+%28SMCI%29%3A+%27Still+Undervalued%27/27193737.html Thu, 15 Oct 2026 16:29:24 -0400 SMCI WDC http://www.streetinsider.com/AI/Rosenblatt+on+Super+Micro+Computer+%28SMCI%29%3A+%27Still+Undervalued%27/27193737.html <p>Rosenblatt analyst Sajal Dogra reiterated a Buy rating and $51.00 price target on Super Micro Computer (NASDAQ: SMCI).</p><p>The analyst comments "We applaud Supermicro’s appointment of Mark Long as Chief Financial Officer, a major catalyst for a reduction in SMCI’s governance discount. Together with the clean FY26 financial-statement audit and substantial control remediation, investor attention should shift toward growth, gross margins and cash conversion. Long brings decades of technology-sector experience across finance, strategy, M&A and capital markets. He served as Western Digital’s CFO from September 2016 to May 2019, a key period involving the integration of SanDisk following its acquisition. His http://www.streetinsider.com/AI/Rosenblatt+on+Super+Micro+Computer+%28SMCI%29%3A+%27Still+Undervalued%27/27193737.html Thu, 15 Oct 2026 16:29:24 -0400 SMCI WDC http://www.streetinsider.com/Analyst+Comments/Rosenblatt+on+Super+Micro+Computer+%28SMCI%29%3A+%27Still+Undervalued%27/27193737.html <p>Rosenblatt analyst Sajal Dogra reiterated a Buy rating and $51.00 price target on Super Micro Computer (NASDAQ: SMCI).</p><p>The analyst comments "We applaud Supermicro’s appointment of Mark Long as Chief Financial Officer, a major catalyst for a reduction in SMCI’s governance discount. Together with the clean FY26 financial-statement audit and substantial control remediation, investor attention should shift toward growth, gross margins and cash conversion. Long brings decades of technology-sector experience across finance, strategy, M&A and capital markets. He served as Western Digital’s CFO from September 2016 to May 2019, a key period involving the integration of SanDisk following its acquisition. His http://www.streetinsider.com/Analyst+Comments/Rosenblatt+on+Super+Micro+Computer+%28SMCI%29%3A+%27Still+Undervalued%27/27193737.html Thu, 15 Oct 2026 16:29:24 -0400 SMCI WDC http://www.streetinsider.com/Hot+Comments/Rosenblatt+on+Super+Micro+Computer+%28SMCI%29%3A+%27Still+Undervalued%27/27193737.html <p>Rosenblatt analyst Sajal Dogra reiterated a Buy rating and $51.00 price target on Super Micro Computer (NASDAQ: SMCI).</p><p>The analyst comments "We applaud Supermicro’s appointment of Mark Long as Chief Financial Officer, a major catalyst for a reduction in SMCI’s governance discount. Together with the clean FY26 financial-statement audit and substantial control remediation, investor attention should shift toward growth, gross margins and cash conversion. Long brings decades of technology-sector experience across finance, strategy, M&A and capital markets. He served as Western Digital’s CFO from September 2016 to May 2019, a key period involving the integration of SanDisk following its acquisition. His http://www.streetinsider.com/Hot+Comments/Rosenblatt+on+Super+Micro+Computer+%28SMCI%29%3A+%27Still+Undervalued%27/27193737.html Thu, 15 Oct 2026 16:29:24 -0400 SMCI WDC http://www.streetinsider.com/Options/Western+Digital+%28WDC%29+call+put+ratio+2+calls+with+a+focus+on+October+calls+as+share+price+down+3.8%25/27179602.html <p>Western Digital (NASDAQ: WDC) 30-day call option implied volatility is 64; compared to its 52-week range of 61 to 116. Call put ratio 2 calls with a focus on October calls as share price down 3.8%.</p> http://www.streetinsider.com/Options/Western+Digital+%28WDC%29+call+put+ratio+2+calls+with+a+focus+on+October+calls+as+share+price+down+3.8%25/27179602.html Tue, 13 Oct 2026 10:58:12 -0400 WDC http://www.streetinsider.com/Analyst+PT+Change/Western+Digital+Corp.+%28WDC%29+PT+Lowered+to+%24470+at+UBS/27174278.html UBS analyst Timothy Arcuri lowered the price target on Western Digital Corp. (NASDAQ: WDC) to $470.00 (from $525.00) while maintaining a Neutral rating. http://www.streetinsider.com/Analyst+PT+Change/Western+Digital+Corp.+%28WDC%29+PT+Lowered+to+%24470+at+UBS/27174278.html Mon, 12 Oct 2026 08:54:20 -0400 WDC http://www.streetinsider.com/AI/Western+Digital+%28WDC%29+Added+to+Evercore+TAP+Outperform+List/27173940.html <p>Western Digital (NASDAQ: WDC) Added to Evercore TAP Outperform List.</p><p>The analyst comments "Demand continues to grow while pricing remains favorable, adding WDC to the Tactical Outperform List. The upcoming quarterly report will focus on several critical discussions, including the potential of the new 40TB ePMR technology and its impact on margins and growth. Quarterly Performance Expectations: WDC anticipates September revenues of $4.1B with an EPS of $4.00, suggesting a gross margin of 55-56%. These figures reflect a tempered outlook compared to June's higher previous performance metrics, setting a high bar for the upcoming report. Market Competition and Pricing Dynamics: Toshiba's http://www.streetinsider.com/AI/Western+Digital+%28WDC%29+Added+to+Evercore+TAP+Outperform+List/27173940.html Mon, 12 Oct 2026 07:49:13 -0400 WDC http://www.streetinsider.com/Analyst+Comments/Western+Digital+%28WDC%29+Added+to+Evercore+TAP+Outperform+List/27173940.html <p>Western Digital (NASDAQ: WDC) Added to Evercore TAP Outperform List.</p><p>The analyst comments "Demand continues to grow while pricing remains favorable, adding WDC to the Tactical Outperform List. The upcoming quarterly report will focus on several critical discussions, including the potential of the new 40TB ePMR technology and its impact on margins and growth. Quarterly Performance Expectations: WDC anticipates September revenues of $4.1B with an EPS of $4.00, suggesting a gross margin of 55-56%. These figures reflect a tempered outlook compared to June's higher previous performance metrics, setting a high bar for the upcoming report. Market Competition and Pricing Dynamics: Toshiba's http://www.streetinsider.com/Analyst+Comments/Western+Digital+%28WDC%29+Added+to+Evercore+TAP+Outperform+List/27173940.html Mon, 12 Oct 2026 07:49:13 -0400 WDC http://www.streetinsider.com/Hot+Comments/Western+Digital+%28WDC%29+Added+to+Evercore+TAP+Outperform+List/27173940.html <p>Western Digital (NASDAQ: WDC) Added to Evercore TAP Outperform List.</p><p>The analyst comments "Demand continues to grow while pricing remains favorable, adding WDC to the Tactical Outperform List. The upcoming quarterly report will focus on several critical discussions, including the potential of the new 40TB ePMR technology and its impact on margins and growth. Quarterly Performance Expectations: WDC anticipates September revenues of $4.1B with an EPS of $4.00, suggesting a gross margin of 55-56%. These figures reflect a tempered outlook compared to June's higher previous performance metrics, setting a high bar for the upcoming report. Market Competition and Pricing Dynamics: Toshiba's http://www.streetinsider.com/Hot+Comments/Western+Digital+%28WDC%29+Added+to+Evercore+TAP+Outperform+List/27173940.html Mon, 12 Oct 2026 07:49:13 -0400 WDC http://www.streetinsider.com/Investing/Goldman+names+3+names+to+benefit+as+high-performance+NAND+tackles+AI%E2%80%99s+memory+wall/27173877.html <p>Investing.com -- Goldman Sachs named the stocks it sees as the likely beneficiaries of emerging high-performance memory chips designed to ease a growing bottleneck in AI inference, in a note on Monday.</p> <p dir="ltr">SanDisk, SK Hynix and Samsung Electronics are the stocks in question.</p> <p dir="ltr">Analyst James Schneider said solutions such as High-Bandwidth Flash, or HBF, are promising tools to address a worsening memory constraint. </p> <p dir="ltr">He sees a potential market of roughly $40 billion to $150 billion by 2030, depending on whether adoption across AI chips reaches 15% or 50%.</p> <p dir="ltr">Schneider said HBF can meaningfully reduce inference costs by increasing AI chip utilization. http://www.streetinsider.com/Investing/Goldman+names+3+names+to+benefit+as+high-performance+NAND+tackles+AI%E2%80%99s+memory+wall/27173877.html Mon, 12 Oct 2026 07:27:20 -0400 WDC http://www.streetinsider.com/General+News/Goldman+names+3+names+to+benefit+as+high-performance+NAND+tackles+AI%E2%80%99s+memory+wall/27173877.html <p>Investing.com -- Goldman Sachs named the stocks it sees as the likely beneficiaries of emerging high-performance memory chips designed to ease a growing bottleneck in AI inference, in a note on Monday.</p> <p dir="ltr">SanDisk, SK Hynix and Samsung Electronics are the stocks in question.</p> <p dir="ltr">Analyst James Schneider said solutions such as High-Bandwidth Flash, or HBF, are promising tools to address a worsening memory constraint. </p> <p dir="ltr">He sees a potential market of roughly $40 billion to $150 billion by 2030, depending on whether adoption across AI chips reaches 15% or 50%.</p> <p dir="ltr">Schneider said HBF can meaningfully reduce inference costs by increasing AI chip utilization. http://www.streetinsider.com/General+News/Goldman+names+3+names+to+benefit+as+high-performance+NAND+tackles+AI%E2%80%99s+memory+wall/27173877.html Mon, 12 Oct 2026 07:27:20 -0400 WDC http://www.streetinsider.com/Options/Western+Digital+%28WDC%29+call+put+ratio+1.7+calls+to+1+put+with+a+focus+on+October+9+weekly+calls+into+SEMICON+West+/27165612.html <p>Western Digital (NASDAQ: WDC) 30-day call option implied volatility is 64; compared to its 52-week range of 61 to 117. Call put ratio 1.7 calls to 1 put with a focus on October 9 weekly calls into SEMICON West conference.</p> http://www.streetinsider.com/Options/Western+Digital+%28WDC%29+call+put+ratio+1.7+calls+to+1+put+with+a+focus+on+October+9+weekly+calls+into+SEMICON+West+/27165612.html Thu, 08 Oct 2026 11:11:48 -0400 WDC http://www.streetinsider.com/Press+Releases/WD+to+Announce+First+Quarter+Fiscal+Year+2027+Financial+Results+on+October+22%2C+2026/27164586.html <p> SAN JOSE, Calif.--(BUSINESS WIRE)-- Western Digital Corporation (Nasdaq: WDC) plans to announce its first quarter fiscal year 2027 financial results after the market closes on Thursday, October 22, 2026. The company will host a conference call with the investment community to discuss these results on October 22, 2026, at 1:30 p.m. Pacific / 4:30 p.m. Eastern. A live audio webcast and a webcast replay of the conference call will be available at <a target="_blank" rel="nofollow" href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=http%3A%2F%2Finvestor.wdc.com%2F&amp;esheet=54617989&amp;newsitemid=20261007159311&amp;lan=en-US&amp;anchor=investor.wdc.com&amp;index=1&amp;md5=2a08de1170cee4e6721c539fefbc9d6e" shape="rect">investor.wdc.com</a>. </p><p> <b>About WD</b> </p><p> WD, also known as Western Digital, builds the storage infrastructure that powers certainty in the AI-driven data economy. At the http://www.streetinsider.com/Press+Releases/WD+to+Announce+First+Quarter+Fiscal+Year+2027+Financial+Results+on+October+22%2C+2026/27164586.html Thu, 08 Oct 2026 09:00:00 -0400 WDC http://www.streetinsider.com/Business+Wire/WD+to+Announce+First+Quarter+Fiscal+Year+2027+Financial+Results+on+October+22%2C+2026/27164586.html <p> SAN JOSE, Calif.--(BUSINESS WIRE)-- Western Digital Corporation (Nasdaq: WDC) plans to announce its first quarter fiscal year 2027 financial results after the market closes on Thursday, October 22, 2026. The company will host a conference call with the investment community to discuss these results on October 22, 2026, at 1:30 p.m. Pacific / 4:30 p.m. Eastern. A live audio webcast and a webcast replay of the conference call will be available at <a target="_blank" rel="nofollow" href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=http%3A%2F%2Finvestor.wdc.com%2F&amp;esheet=54617989&amp;newsitemid=20261007159311&amp;lan=en-US&amp;anchor=investor.wdc.com&amp;index=1&amp;md5=2a08de1170cee4e6721c539fefbc9d6e" shape="rect">investor.wdc.com</a>. </p><p> <b>About WD</b> </p><p> WD, also known as Western Digital, builds the storage infrastructure that powers certainty in the AI-driven data economy. At the http://www.streetinsider.com/Business+Wire/WD+to+Announce+First+Quarter+Fiscal+Year+2027+Financial+Results+on+October+22%2C+2026/27164586.html Thu, 08 Oct 2026 09:00:00 -0400 WDC http://www.streetinsider.com/Analyst+Comments/Bernstein+SocGen%3A+%27TDK%27s+crown+jewels+up+for+grabs%3F+Buy+STX+and+WDC+on+weakness%27/27164221.html <p>Bernstein SocGen Group analyst Mark C. Newman defends STX and WDS stocks amid the Bloomberg news report.<br /><br />The analyst commented: "Bloomberg news reported that Seagate and Toshiba are locked in a contest for TDK’s magnetic heads business for HDD. STX fell 9% and WDC fell 7% on this news. Why were STX and WDC shares down on this news? We think the market has three main concerns with this news, particularly when combined with the other recent headlines of Toshiba adding capacity (that we wrote on here): 1) it increases concerns that Toshiba is getting more aggressive on capacity http://www.streetinsider.com/Analyst+Comments/Bernstein+SocGen%3A+%27TDK%27s+crown+jewels+up+for+grabs%3F+Buy+STX+and+WDC+on+weakness%27/27164221.html Thu, 08 Oct 2026 08:23:26 -0400 STX WDC http://www.streetinsider.com/Hot+Comments/Bernstein+SocGen%3A+%27TDK%27s+crown+jewels+up+for+grabs%3F+Buy+STX+and+WDC+on+weakness%27/27164221.html <p>Bernstein SocGen Group analyst Mark C. Newman defends STX and WDS stocks amid the Bloomberg news report.<br /><br />The analyst commented: "Bloomberg news reported that Seagate and Toshiba are locked in a contest for TDK’s magnetic heads business for HDD. STX fell 9% and WDC fell 7% on this news. Why were STX and WDC shares down on this news? We think the market has three main concerns with this news, particularly when combined with the other recent headlines of Toshiba adding capacity (that we wrote on here): 1) it increases concerns that Toshiba is getting more aggressive on capacity http://www.streetinsider.com/Hot+Comments/Bernstein+SocGen%3A+%27TDK%27s+crown+jewels+up+for+grabs%3F+Buy+STX+and+WDC+on+weakness%27/27164221.html Thu, 08 Oct 2026 08:23:26 -0400 STX WDC http://www.streetinsider.com/Analyst+Comments/Bernstein+SocGen%3A+%27TDK%27s+crown+jewels+up+for+grabs%3F+Buy+STX+and+WDC+on+weakness%27/27164221.html <p>Bernstein SocGen Group analyst Mark C. Newman defends STX and WDS stocks amid the Bloomberg news report.<br /><br />The analyst commented: "Bloomberg news reported that Seagate and Toshiba are locked in a contest for TDK’s magnetic heads business for HDD. STX fell 9% and WDC fell 7% on this news. Why were STX and WDC shares down on this news? We think the market has three main concerns with this news, particularly when combined with the other recent headlines of Toshiba adding capacity (that we wrote on here): 1) it increases concerns that Toshiba is getting more aggressive on capacity http://www.streetinsider.com/Analyst+Comments/Bernstein+SocGen%3A+%27TDK%27s+crown+jewels+up+for+grabs%3F+Buy+STX+and+WDC+on+weakness%27/27164221.html Thu, 08 Oct 2026 08:23:26 -0400 STX WDC