Western Digital Surges. How Memory Stocks Are Riding the OpenAI Scare. -- Barrons.com

Dow Jones

04/29

By George Glover

Memory stocks were bouncing back on Wednesday after strong earnings from Seagate Technology signaled the artificial-intelligence boom is still driving up demand for data storage.

Hard-drive maker Western Digital jumped 9% to $426.35 ahead of the opening bell. Flash memory supplier Sandisk rose 4.9% to $1,051. Memory-chip maker Micron Technology added 2.6% to trade at $517.90, after D.A. Davidson initiated coverage at Buy with a $1,000 price target.

The three stocks tumbled on Tuesday after The Wall Street Journal reported that ChatGPT developer OpenAI had missed key growth targets, triggering a selloff in stocks linked to AI computing.

They looked set to make a swift recovery after hard-drive maker Seagate beat on earnings and sales and issued strong guidance for its fiscal fourth quarter, reassuring investors that data-storage demand remains strong.

Seagate's own shares rallied 17% to $678 in Wednesday's premarket.

Write to George Glover at george.glover@dowjones.com

This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal.

(END) Dow Jones Newswires

April 29, 2026 04:50 ET (08:50 GMT)

Copyright (c) 2026 Dow Jones & Company, Inc.

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Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  April 29, 2026 04:50 ET (08:50 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Western Digital Surges. 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How Memory Stocks Are Riding the OpenAI Scare. -- Barrons.com\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time smaller\">2026-04-29 16:50</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  By George Glover \n</p>\n<p>\n  Memory stocks were bouncing back on Wednesday after strong earnings from Seagate Technology signaled the artificial-intelligence boom is still driving up demand for data storage. \n</p>\n<p>\n  Hard-drive maker <a href=\"https://laohu8.com/S/WDCVV\">Western Digital</a> jumped 9% to $426.35 ahead of the opening bell. Flash memory supplier Sandisk rose 4.9% to $1,051. Memory-chip maker Micron Technology added 2.6% to trade at $517.90, after D.A. Davidson initiated coverage at Buy with a $1,000 price target. \n</p>\n<p>\n  The three stocks tumbled on Tuesday after The Wall Street Journal reported that ChatGPT developer OpenAI had missed key growth targets, triggering a selloff in stocks linked to AI computing. \n</p>\n<p>\n  They looked set to make a swift recovery after hard-drive maker Seagate beat on earnings and sales and issued strong guidance for its fiscal fourth quarter, reassuring investors that data-storage demand remains strong. \n</p>\n<p>\n  Seagate's own shares rallied 17% to $678 in Wednesday's premarket. \n</p>\n<p>\n  Write to George Glover at george.glover@dowjones.com \n</p>\n<p>\n   This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  April 29, 2026 04:50 ET (08:50 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4533","symbol_name":"AQR資本管理(全球第二大對沖基金)","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2631598855","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2631598855","pubTimestamp":1777452600,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"Memory stocks were bouncing back on Wednesday after strong earnings from Seagate Technology signaled the artificial-intelligence boom is still driving up demand for data storage.Hard-drive maker Western Digital jumped 9% to $426.35 ahead of the opening bell. Flash memory supplier Sandisk rose 4.9% to $1,051. Memory-chip maker Micron Technology added 2.6% to trade at $517.90, after D.A. Davidson initiated coverage at Buy with a $1,000 price target.The three stocks tumbled on Tuesday after The Wall Street Journal reported that ChatGPT developer OpenAI had missed key growth targets, triggering a selloff in stocks linked to AI computing.They looked set to make a swift recovery after hard-drive maker Seagate beat on earnings and sales and issued strong guidance for its fiscal fourth quarter, reassuring investors that data-storage demand remains strong.Seagate's own shares rallied 17% to $678 in Wednesday's premarket.This content was created by Barron's, which is operated by Dow Jones & Co. 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Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  April 29, 2026 04:50 ET (08:50 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}