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Western Digital's stock soared over 230% in 2025, fueled by surging AI-driven demand for hard drives.
Western Digital and Seagate stocks surged in 2025, with Western Digital's shares rising over 230% year-to-date, driven by soaring demand for hard drives from AI-powered data centers.
Strong earnings, record revenue, and improved margins fueled investor confidence, as AI expansion increased need for cost-effective, high-capacity storage.
Western Digital reported a 137% year-over-year earnings jump and 27% revenue growth, citing AI-driven demand and favorable pricing.
HDDs remain vital for large-scale, nearline data storage despite SSD market growth, with Western Digital focusing on high-capacity drives and supply constraints.
The company's stock hit a record high, outperforming peers amid a concentrated HDD market led by three major players.
Las acciones de Western Digital se dispararon más del 230% en 2025, impulsadas por la creciente demanda de discos duros impulsada por IA.