
Western Digital WDC.O and Seagate Technology Holdings STX.O rallying on Thur and on track to be the S&P 500's .SPX top performers in 2025, as the buildout of AI infrastructure fuels massive demand for their hard drives and other data storage devices
Both cos' shares are climbing more than 6% after memory chipmaker Micron Technology MU.O issued an outsized profit forecast amid a global shortage of memory chips amid robust demand from AI data centres
WDC now up 295% YTD, while STX has surged 242% in 2025
The S&P 500's next biggest 2025 gainers are trading platform Robinhood HOOD.O, up 221%, and MU, up 204%. MU is up >13% on Thur following its qtrly report late on Wed