Morgan Stanley & Western Digital — Sandisk
5 shared events · Importance 3 · Last updated Jul 08, 2026
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Business
Morgan Stanley: Sounded all-clear for AI stocks, supporting sector sentiment.
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
Morgan Stanley: Morgan Stanley's US equity strategy team, led by Mike Wilson, noted momentum in chip stocks may be fading as investors shift back to laggards.
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
Morgan Stanley: Morgan Stanley's strategist, Michael Wilson, offered an optimistic outlook on the market, suggesting the recent correction was healthy.
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
Morgan Stanley: Morgan Stanley analysts highlighted 'chipflation' as a macroeconomic concern, providing context on rising chip prices.
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
Morgan Stanley: Morgan Stanley provided a forecast for global data center construction costs, indicating the massive investment expected in AI infrastructure.
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
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