JPMorgan Chase & Western Digital — Sandisk
4 shared events · Importance 3 · Last updated Jul 15, 2026
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Business
JPMorgan Chase: Reinitiated coverage with overweight rating and $2,250 target, citing unique positioning in NAND and AI.
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
JPMorgan Chase: JPMorgan strategist Nikolaos Panigirtzoglou suggested the gap between Mag 7 and chipmakers will resolve as hyperscalers improve monetization.
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
JPMorgan Chase: JPMorgan Chase analysts provided positive recommendations for memory chip stocks, citing persistent tight supply and strong demand.
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
International
JPMorgan Chase: JPMorgan is a bank, affected by market volatility but not central.
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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JPMorgan Chase reinitiated coverage Western Digital — SandiskSandisk AI Memory Demand Surge
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