Alphabet Inc. & Western Digital — Sandisk
17 shared events · Importance 5 · Last updated Aug 18, 2026
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Business
Alphabet Inc.: Alphabet is perceived as an AI winner and is among the Mag 7 stocks in the green, but still faces skepticism over AI spending.
Western Digital — Sandisk: Western Digital — Sandisk, like Micron, is a memory chipmaker benefiting from AI spending, with strong earnings momentum and investor inflows.
Jul 07, 2026 · 13 articles
Business
Alphabet Inc.: Alphabet's increased capex to $205 billion supports AI infrastructure spending, driving demand for memory chips and benefiting Western Digital — Sandisk.
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.
Apr 20, 2026 · 95 articles
Business
Alphabet Inc.: Joined HBF consortium as a hyperscaler seeking alternatives to HBM, potentially benefiting from improved memory supply.
Western Digital — Sandisk: Central entity; stock surged on strong AI demand, investor day guidance, partnerships, and new product. Raised price targets and strong financials boost outlook.
Aug 04, 2026 · 10 articles
Business
Alphabet Inc.: Key AI hyperscaler; earnings and AI spending plans will influence AI trade and market sentiment.
Western Digital — Sandisk: Chipmaker whose stock rose on Monday, leading gains.
Apr 20, 2026 · 27 articles
Tech
Alphabet Inc.: Alphabet Inc.'s participation in the HBF consortium signals its interest in advanced memory solutions for AI, potentially benefiting its data center operations.
Western Digital — Sandisk: Western Digital — Sandisk co-developed the HBF standard, enhancing its position in the AI storage market. This collaboration is expected to positively impact its business prospects.
Aug 04, 2026 · 9 articles
Business
Alphabet Inc.: Reportedly delayed Gemini 3.5 Pro release; earnings due next week.
Western Digital — Sandisk: Fell up to 12.8% in a single session; still up over 500% year-to-date.
Apr 20, 2026 · 344 articles
Business
Alphabet Inc.: Alphabet Inc.>>>'s Google division placed a substantial order with Intel>>> for tensor processing units, indicating continued investment in AI infrastructure.
Western Digital — Sandisk: Western Digital — Sandisk's stock was up more than 3% as part of the broader chipmaker rebound.
May 20, 2026 · 72 articles
Business
Alphabet Inc.: Reported negative cash flow, contributing to AI spending concerns. Stock gained modestly during the rally.
Western Digital — Sandisk: Soared on AI memory demand.
Jul 14, 2026 · 280 articles
Business
Alphabet Inc.: Alphabet Inc. shares slipped, also contributing to the tech sector's mixed performance.
Western Digital — Sandisk: Western Digital — Sandisk shares soared following positive sentiment in the memory chip sector.
Jun 24, 2026 · 57 articles
Business
Alphabet Inc.: Alphabet has increased AI infrastructure spending, leading to a stock sell-off after its earnings. Its market cap is around $4.3-4.4 trillion, remaining competitive but facing investor scrutiny on capex.
Western Digital — Sandisk: Western Digital — Sandisk is benefiting from the shift toward memory and data center companies, attracting investor interest as AI infrastructure demand grows.
Jul 08, 2026 · 107 articles
Business
Alphabet Inc.: Alphabet is mentioned as a developer of large language models that drive AI memory demand, but is not directly affected by Western Digital — Sandisk's stock movement.
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.
Aug 04, 2026 · 11 articles
Business
Alphabet Inc.: Alphabet Inc.'s tokenized stock (GOOGLUSDT) is included in Bybit's new TradFi Perps offering, allowing automated trading of its performance.
Western Digital — Sandisk: Western Digital — Sandisk's tokenized stock (SNDKUSDT) is among the TradFi Perp pairs launched by Bybit, offering automated trading access.
May 26, 2026 · 6 articles
International
Alphabet Inc.: Alphabet's stock fell in premarket trading due to higher yields and risk-off sentiment.
Western Digital — Sandisk: Western Digital — Sandisk's stock fell in premarket trading due to higher yields and risk-off sentiment.
Jul 31, 2026 · 335 articles
Business
Alphabet Inc.: Alphabet Inc. is mentioned as a hyperscaler that uses Broadcom as a design partner for its custom chips.
Western Digital — Sandisk: Western Digital — Sandisk, a storage and memory peer, saw its stock jump following Micron Technology's strong results, benefiting from the overall positive sentiment in the chip market.
May 19, 2026 · 104 articles
Business
Alphabet Inc.: Alphabet is a competitor in AI infrastructure, but the event does not directly affect Alphabet.
Western Digital — Sandisk: Western Digital — Sandisk may benefit from CoreWeave's hedging activities if memory chip prices remain high, but the event is not directly impactful.
Jul 01, 2026 · 9 articles
International
Alphabet Inc.: Alphabet is a tech giant, not directly affected.
Western Digital — Sandisk: Western Digital — Sandisk is a chipmaker, affected by market sentiment but not the crisis.
Jun 16, 2026 · 349 articles
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