Western Digital falls 10%+ after issuing guidance that didn't quite match those of Seagate; Q4 revenue rose 44% YoY to $3.75B, above a $3.7B estimate
THE SO WHAT
A 44% YoY revenue jump to $3.75B alongside a 10%+ stock drop on guidance shows how hyperscaler AI demand can mask—but not erase—cycle sensitivity in storage. If you're negotiating long-term storage or NAND contracts, this volatility is leverage: vendors need durable AI-aligned commitments more than ever.
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