Western Digital

Photorealistic data-center aisle with illuminated server racks, overlaid with a close-up AI chip on a circuit board and foreground hard drives and memory modules, no text.

January 30, 2026

AI Spending Anxiety Hits Big Tech as Memory and Storage Stocks Ride Demand

Heavy data-center outlays are re-pricing mega-cap software, while chip-adjacent suppliers benefit from the AI buildout. Investors are starting to draw a sharper line between “AI winners” and “AI spenders,” and this week’s

Unbranded storage servers in a blue-lit data center with a glowing red market line descending across the aisle.

August 6, 2026

AI Storage Stocks Sink as Strong Earnings Fail Wall Street’s New Test

Sandisk and Western Digital delivered booming results, but restrained outlooks showed how little room remains for disappointment across the AI infrastructure trade. Technology investors received another reminder Thursday that exceptional demand does