WESTERN DIGITAL CORP
No SEC Form 4 filings for $WDC in the last 30 days.
Roundhill launched the actively managed Roundhill Memory ETF (DRAM) on April 2 to target global memory and storage chip makers. The fund has attracted about $10B in assets, and shares are up ~90% since launch to about $52.82 (May 25). The ETF holds a concentrated basket (12–15 names), with ~74% in SK Hynix, Micron and Samsung, and uses derivatives/swaps, per the article.
BofA Global Research’s Candace Browning said markets are being driven more by AI-related capex and strong US earnings than by geopolitics. She cited S&P 500 earnings up 24% in Q1 (18% ex-hyperscalers) and raised the US stock growth forecast to 22% for 2026. She expects AI capex to last 12–18 months, but flagged rising long-term bond yields and inflation as key risks.
Western Digital (WDC) said on May 18, 2026 it is integrating post-quantum cryptography into its Ultrastar UltraSMR high-capacity HDDs, with qualification underway at multiple hyperscale customers. The company reported Q3 adjusted EPS of $2.72 vs $2.39 consensus and revenue of $3.34B vs $3.25B, with gross margin above 50% and a 20% dividend increase to $0.15. Baird raised its price target to $450 from $310.
