Western Digital (NASDAQ:WDC)
Western Digital (NASDAQ:WDC) on the public record today: 3 items across AI supply chain, Buybacks, Executive Statements, each linked to its public source.
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AI supply chain
- WDC: capital spending $227M in the quarter to 2 Oct 2026, +211% on a year earlier — revenue +55% on a year earlier (SEC filings, 1 Oct 2026) WDC
Buybacks
- WDC: heavy buying into a falling price in the quarter to 2 Oct 2026 ($1B) — 2.9x its usual pace · usual: $343M a quarter · stock -23.0% in the quarter (SEC filings, 1 Oct 2026) WDC
Executive Statements
- Irving Tan: In our fiscal first quarter, revenue grew 55% year over year, non-GAAP gross and operatin… — Supported: claimed 55% for first quarter, SEC XBRL company facts shows 55.465% (SEC (company filing), 22 Oct 2026) WDC
Coming up
- 3 Dec 2026: Western Digital ex-dividend
- 23 Oct 2026: Irving Tan on CNBC Television