https://www.live-feeds.com/feed/western-digital-seagate-stock-rebound-what-wall-street-is-saying-about-toshiba-competitionContinuously updated, source-cited coverage. https://www.live-feeds.com/feed/western-digital-seagate-stock-rebound-what-wall-street-is-saying-about-toshiba-competitionhttps://www.live-feeds.com/feed/western-digital-seagate-stock-rebound-what-wall-street-is-saying-about-toshiba-competition#u118019Mon, 12 Oct 2026 11:56:49 +0000Western Digital and Seagate Technology shares rebounded sharply, recovering from a selloff triggered by concerns over Toshiba's production plans. Shares of Western Digital rose 7% and Seagate climbed 5%. Analysts from Bernstein, Citi, and Morgan Stanley dismissed fears that Toshiba's strategy to double hard disk drive supply in the Philippines would significantly ease tight market conditions. Meanwhile, Goldman Sachs favors Seagate over Western Digital due to better supply discipline and technology, even though Western Digital's stock outperformed Seagate in recent trading sessi