AIYahoo Financeabout 15 hours ago
SanDisk and Western Digital Jump 6% in AI Storage Rally
1 min read
SanDisk and Western Digital shares each rose 6% on Friday, extending an AI storage melt-up into record territory. SanDisk is up 724% year to date and locked in roughly $42 billion in multi-year supply contracts. Bears cite stretched valuations and insider selling as the rally faces incoming NAND and HDD pricing data.
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