Western Digital (WDC) has turned into one of the market’s biggest surprise winners of 2026. The data storage giant has turned its AI exposure, tight supply backdrop, and improving financials into a blistering rally that has pushed the stock far beyond where most investors expected it to be at the start of the year.
Investors now have a key date to watch. On June 22, the company’s SanDisk (SNDK) share swap is set to close; this will further sharpen Western Digital’s focus on its core storage business. That could be a game-changing moment for both companies' stocks.
