https://www.live-feeds.com/feed/western-digital-jumps-7-seagate-climbs-5-as-bernstein-calls-toshiba-selloff-a-storm-in-a-teacup-sandisk-inches-higherContinuously updated, source-cited coverage. https://www.live-feeds.com/feed/western-digital-jumps-7-seagate-climbs-5-as-bernstein-calls-toshiba-selloff-a-storm-in-a-teacup-sandisk-inches-higherhttps://www.live-feeds.com/feed/western-digital-jumps-7-seagate-climbs-5-as-bernstein-calls-toshiba-selloff-a-storm-in-a-teacup-sandisk-inches-higher#u109626Wed, 07 Oct 2026 23:42:17 +0000Western Digital's stock jumped 7% and Seagate rose 5% as analysts from Bernstein, Citi, and Morgan Stanley downplayed concerns about Toshiba's plan to double hard disk drive production. The HDD market remains tight, and Toshiba's expansion won't significantly ease supply constraints. Goldman Sachs prefers Seagate over Western Digital due to better supply discipline and technology.Why it mattersThe rebound in Western Digital and Seagate's stocks comes after a selloff triggered by concerns over Toshiba's plans to expand hard disk drive production capacity to meet gr