Western Digital beat on fiscal Q1 but the stock still pulled back, and Wedbush says AI capex concerns are the culprit. Good numbers are not enough when the market is repricing AI spending risk.
Fiscal Q1 beat offset by AI capex concerns per Wedbush.
What changed
Fiscal Q1 beat offset by AI capex concerns per Wedbush.
Why it matters
Fiscal Q1 beat offset by AI capex concerns per Wedbush. — impact context not separately stored; see What changed.
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Oct 24, 2026 03:56 AM ET