Shay Boloor(@StockSavvyShay):$WDC is down nearly 7% after Toshiba said it will invest ~$380M to double HDD capacity for AI data centers by FY2027. More Toshiba capacity means more competition for Western Digital and $STX in the same AI storage market investors have been pricing for tighter supply.

Shay Boloor

@StockSavvyShay

Chief Market Strategist @FuturumEquities | Regular on @Reuters, @YahooFinance, @Bloomberg, @FoxBusiness, @SchwabNetwork & @Forbes | NIA

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Shay Boloor@StockSavvyShay

2026.10.02 11:28

$WDC is down nearly 7% after Toshiba said it will invest ~$380M to double HDD capacity for AI data centers by FY2027. More Toshiba capacity means more competition for Western Digital and $STX in the same AI storage market investors have been pricing for tighter supply.