Western Digital faces expectations for fewer data centers and slower spending, but analysts still expect AI spending to continue. The article reports no new company sales or orders, so it does not clearly change the company's outlook.
A slower data-center buildout could delay demand for storage. Analysts still expect AI spending to continue, but the article gives no new Western Digital orders or sales. The mixed clues do not point clearly one way.
Micron fell 17% during Thursday's selloff as investors cut exposure to chip and memory shares. Analysts still expect AI spending to continue, but see fewer data centers and are more cautious on chip stocks; the article gives no new Micron business results.
NVIDIA fell 9.3% during Thursday's selloff. Analysts expect AI spending to continue over a longer timeline, but the article gives no new NVIDIA business results to show how the changed plans affect the company.
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