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Seagate and Western Digital face stock declines due to Toshiba's AI storage expansion

7 statements from 5 sources, Sep 29, 2026 06:14 UTC to Oct 2, 2026 13:46 UTC
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Statements (7)

  1. Neutral

    Seagate Stock and Western Digital Tumble as AI Shortage Shows Signs of Easing

    barrons.comHigh importance
  2. Bearish

    Western Digital and Seagate are likely to face significant stock price declines due to Toshiba's anticipated increase in AI storage production, which threatens their current pricing power.

    marketwatch.com
  3. Bearish

    Western Digital and Seagate are seeing stock drops today due to investor concerns about Toshiba boosting production of a key AI storage product.

    marketwatch.comHigh importance
  4. Bearish

    Seagate and Western Digital are likely to face significant price declines due to Toshiba's capacity expansion, which shifts market focus away from the HDD sector.

    247wallst.com
  5. Bearish

    Western Digital and Seagate Stock Slide On AI Hard-Drive Competition Report

    investors.comHigh importance
  6. Bearish

    Seagate shares fall on Toshiba HDD expansion

    finance.yahoo.comHigh importance
  7. Neutral

    The Zacks Analyst Blog highlights Seagate, Western Digital, Micron, and Sandisk.

    finance.yahoo.com