MarketPulse

storage demand

2 articles
The Motley FoolThe Motley Fool··Harsh Chauhan

Two AI Darlings Eclipse Micron in 2026: Lumentum and Western Digital Lead the Charge

Lumentum and Western Digital outperform Micron in 2026 with 90% and 77% gains, driven by supply constraints in optical interconnects and HDD storage for AI data centers.
MUWDCLITEdata centersearnings growth
The Motley FoolThe Motley Fool··Harsh Chauhan

SanDisk Stock Surges Following Western Digital Spinoff Amid AI Demand Boom

SanDisk stock surges post-spinoff from Western Digital, driven by AI data center demand for NAND flash storage and favorable industry pricing dynamics.
SNDKWDCNAND flash storagevaluation