Scenarios that move WDC

Western Digital Corporation - Common Stock

Scenarios that move WDC: 18 analyses, 11 positive, 7 negative.

  1. · Hewlett Packard Enterprise stock plunges 20% this week — ▲ · impact +55 · confidence low · horizon quarters
  2. · ASML cannot keep up with 2027 and 2028 demand — ▲ · impact +30 · confidence low · horizon quarters
  3. · Oracle's Cloud backlog reaches $664 billion — ▲ · impact +38 · confidence low · horizon quarters
  4. · SK Hynix conditions new US factory on China export access — ▲ · impact +40 · confidence low · horizon quarters
  5. · Marvell sets new $18 billion revenue target, reshaping outlook — ▲ · impact +39 · confidence low · horizon quarters
  6. · US chip stocks extend slide as China memory report rattles AI spending — ▼ · impact -66 · confidence medium · horizon quarters
  7. · Micron raises buyback authorization to $35 billion — ▲ · impact +45 · confidence medium · horizon weeks
  8. · Samsung forecasts record Q3 profit of $80 billion on AI boom — ▲ · impact +68 · confidence low · horizon weeks
  9. · Foxconn third-quarter revenue beats forecasts on AI demand — ▲ · impact +52 · confidence low · horizon quarters
  10. · Western Digital stock crashes as investors seek explanation — ▼ · impact -86 · confidence medium · horizon immediate
  11. · Micron beats Q4 earnings and revenue estimates — ▲ · impact +47 · confidence medium · horizon weeks
  12. · Michael Burry buys puts on Nvidia, Micron and Palantir — ▼ · impact -40 · confidence low · horizon weeks
  13. · Camtek sees over $600 million in orders through 2027 — ▲ · impact +30 · confidence low · horizon quarters
  14. · Tech stocks slide as dire AI warnings send Micron down 5% — ▼ · impact -55 · confidence low · horizon weeks
  15. · Dell books AI server orders exceeding its total revenue — ▲ · impact +49 · confidence low · horizon quarters
  16. · ◇ What if… China Blockades Taiwan — ▼ · impact -59 · confidence low · horizon weeks
  17. · ◇ What if… Nvidia Accounting Scandal Wipes Out 80 Percent Of Reported Earnings — ▼ · confidence low
  18. · Nvidia Beats Earnings Expectations And Raises Guidance For AI Datacenter Demand — ▼ · confidence low

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