Sandisk and Western Digital are set to drop earnings reports today, riding high on AI-driven storage demand that’s fueled massive revenue surges and stock climbs—Western Digital up over 300%, Sandisk nearly 500% since January. Despite recent pullbacks, both companies remain bullish with analysts projecting record growth: WD’s revenue up 43%, earnings nearly doubled; Sandisk’s revenue quadrupling, EPS exploding. With big tech still pouring billions into data center hardware and supply shortages keeping prices strong, the market is betting these reports will reignite confidence in the AI infrastructure boom.
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