Sandisk is exceptionally well-positioned in the NAND Flash memory market following its spin-off from Western Digital. See why I rate SNDK stock a Buy now.
Bernstein upgrades Western Digital and raises targets on Seagate and Sandisk after Google's TurboQuant algorithm sparked a storage sector selloff of up to 26%.
It has been a bruising 24 hours for investors in memory chip storage companies, including Micron Technology, Inc. (Nasdaq: MU), Sandisk Corporation (Nasdaq: SNDK), Western Digital Corporation (Nasdaq: WDC), and Seagate Technology Holdings (Nasdaq:
Micron (MU) hits record revenue while Western Digital (WDC) cloud sales surge 31%. Compare how these AI hardware stocks tackle data center growth differently.
The Goldman Sachs Mid Cap Value Fund underperformed its benchmark in Q4 2025 despite gains in Western Digital and Coherent. Read the full analysis for more details.