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02.10.26 - 22:09
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Seagate, Western Digital Crater After Toshiba Breaks Hard-Drive "Supply Discipline" Pact (ZeroHedge)
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Seagate, Western Digital Crater After Toshiba Breaks Hard-Drive "Supply Discipline" Pact
For most of 2026, the bull case for the HDD duopoly could be summarized in one sentence: nobody is building new factories. On Friday, someone did.
Shares of Seagate (STX) and Western Digital (WDC) tumbled more than 10% on Friday, standing out like a sore thumb on a day when the Nasdaq hit all-time highs, after Nikkei reported that Toshiba plans to double its hard disk drive production capacity to grab a bigger slice of the AI data center storage boom.
This is how Goldman's TMT desk summarized the Nikkei story first thing in the morning (full note available to pro subs):
Japanese technology group Toshiba plans to double production capacity for hard disk drives used in artificial intelligence data centers within fiscal 2027 as the AI boom propels data storage demand. The company will invest roughly 60 billion yen ($380 million) to expand facilities in the Philippines... The Japanese player's sha...
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02.10.26 - 15:24
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Trump Admits Diesel US Export Ban Could Raise Gasoline Prices (ZeroHedge)
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Trump Admits Diesel US Export Ban Could Raise Gasoline Prices
Authored by Tsvetana Paraskova via OilPrice.com,
A potential ban on U.S. diesel exports could have "a negative impact on gasoline," U.S. President Donald Trump said late on Wednesday, although he didn't rule out such a move from the Administration.
The President told reporters in the Oval Office that he and the Administration continue to discuss the pros and cons of a diesel export ban every day, "but it just seems that it would have a negative impact on gasoline."
Earlier this week, Goldman Sachs analysts also warned that a U.S. diesel export ban would push domestic gasoline prices higher as refiners could be forced to reduce processing rates.
President Trump on Wednesday appeared to be less inclined to ban diesel exports than a few days ago, but he has not yet ruled out the idea that emerged last month as retail diesel prices in the United States hit $6 per gallon nationwide average for the first time ever, and then $6.50 a gallo...
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