Nvidia & Western Digital

Nvidia: Nvidia is mentioned as a company that needs critical technology, highlighting the demand for memory and storage solutions that Western Digital — Sandisk and Western Digital provide. Manuvir Das, a former senior leader at Nvidia, was appointed to Western Digital's board.

Western Digital: Western Digital divested Western Digital — Sandisk, allowing both companies to focus on their niches. Western Digital's stock has also surged due to strong Q3 fiscal 2026 earnings, a dividend increase, and analyst upgrades, benefiting from AI-driven storage demand for hard disk drives (HDDs).

Nvidia: Nvidia, a key customer and partner of Micron Technology, relies on Micron's HBM chips for its AI processors. Nvidia's continued demand and collaboration have been instrumental in Micron's success and the broader AI infrastructure build-out.

Western Digital: Western Digital, 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.

Nvidia: Nvidia shares were down, reflecting broader concerns about tech valuations.

Western Digital: Western Digital shares popped, benefiting from the upbeat chip outlook.