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The Storage Supercycle: Western Digital and Seagate Surge as Micron’s ‘Blowout’ Earnings Redefine the AI Landscape

Finance

The Storage Supercycle: Western Digital and Seagate Surge as Micron’s ‘Blowout’ Earnings Redefine the AI Landscape

As the financial markets opened on March 18, 2026, a seismic shift in the semiconductor and data storage sectors became undeniable. Following a monumental second-quarter earnings report from Micron Technology (NASDAQ: MU), shares of storage giants Western Digital Corp. (NASDAQ: WDC) and Seagate Technology Holdings PLC (NASDAQ: STX) have catapulted

By MarketMinute