Anthropic & Western Digital — Sandisk

Anthropic: Anthropic is an AI hyperscaler whose spending contributes to memory demand, though it is less prominently featured.

Western Digital — Sandisk: Western Digital — Sandisk is the central entity, benefiting immensely from the AI memory shortage. Its stock has surged over 700% in 2026, with record revenue and margins, and it has secured multiyear supply agreements and a $6 billion buyback.

Anthropic: Anthropic forecast strong 2028 revenue ahead of its IPO, boosting AI sentiment.

Western Digital — Sandisk: Western Digital — Sandisk gained 6.7% on AI-driven demand for storage solutions.

Anthropic: Anthropic>>> is a rival to OpenAI>>> and is also pushing towards public markets, indicating a trend in the AI sector.

Western Digital — Sandisk: Western Digital — Sandisk's stock was up more than 3% as part of the broader chipmaker rebound.

Anthropic: Anthropic is mentioned as another AI model developer, but is not directly affected.

Western Digital — Sandisk: Western Digital — Sandisk is the central entity, experiencing a sharp stock decline despite record revenue and earnings. The market is pricing in cyclical risks and guidance miss, but the company remains a key beneficiary of the AI memory shortage.

Anthropic: Anthropic's strong revenue forecast lifted some tech stocks, but the overall market was pressured by the crisis.

Western Digital — Sandisk: Western Digital — Sandisk's stock fell in premarket trading due to higher yields and risk-off sentiment.

Anthropic: Anthropic is mentioned as a competitor in AI model development, but is not directly affected by this event.

Western Digital — Sandisk: Western Digital — Sandisk will supply flash storage to Meta under a multi-year agreement, benefiting from Meta's infrastructure expansion.