STX, WDC Stocks Sink On Toshiba’s Reported Plan To Double AI Hard-Disk Capacity: Analysts Call The Drop Overdone

Morgan Stanley, Rosenblatt, and Citi kept positive ratings on STX and WDC stocks, arguing that Toshiba’s plan is unlikely to close the industry’s supply gap.

Oct 2, 2026 - 21:00
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STX, WDC Stocks Sink On Toshiba’s Reported Plan To Double AI Hard-Disk Capacity: Analysts Call The Drop Overdone
Morgan Stanley, Rosenblatt, and Citi kept positive ratings on STX and WDC stocks, arguing that Toshiba’s plan is unlikely to close the industry’s supply gap.

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