Broadcom & Western Digital — Sandisk
9 shared events · Importance 3 · Last updated Aug 12, 2026
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Business
Broadcom: Fell 5.1% in one session; two-day loss of 19% after Q2 report; AI revenue doubled but guidance disappointed.
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
Broadcom: Broadcom will provide new custom chips to Apple in an expanded partnership through 2031, benefiting from AI-related chip demand.
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
Broadcom: Broadcom>>>'s shares rebounded after a previous disappointing forecast, as investors engaged in bargain hunting following a sector-wide selloff.
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
Tech
Broadcom: Broadcom is partnering with Meta to design the Iris chip, benefiting from increased collaboration and potential revenue from custom chip design services.
Western Digital — Sandisk: Western Digital — Sandisk will supply flash storage to Meta under a multi-year agreement, benefiting from Meta's infrastructure expansion.
Apr 20, 2026 · 32 articles
Business
Broadcom: Broadcom is mentioned as a popular chipmaker that led infrastructure opportunities, but Western Digital — Sandisk has now 'stolen the show' in the memory sector.
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
Broadcom: Broadcom, a leading AI chipmaker, reported impressive revenue growth, particularly in its AI segment, and is a key player in custom silicon for hyperscalers.
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
Broadcom: Gained on AI-driven demand for networking chips. Benefited from the broader tech rally.
Western Digital — Sandisk: Soared on AI memory demand.
Jul 14, 2026 · 280 articles
Business
Broadcom: Broadcom is mentioned as a stock held by The Motley Fool, but has no direct role in this event.
Western Digital — Sandisk: Western Digital — Sandisk is the central entity, reporting record earnings and announcing a $15.5 billion buyback. The company's cash flow and revenue growth are exceptional, but valuation skepticism persists.
Aug 10, 2026 · 6 articles
International
Broadcom: Broadcom>>> fell in extended trading after reporting its results.
Western Digital — Sandisk: Western Digital — Sandisk>>> outperformed among chipmakers.
Jun 03, 2026 · 8 articles
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