SanDisk's shares bounced after a sharp fall, but investors also worry stricter building rules could slow demand for its storage. One analyst says the AI buildout remains intact, while another expects fewer data centers, leaving no clear change to its business outlook.
SanDisk could sell less storage if rules delay data-center projects. But Raymond James' Larry Adam said the AI buildout remains intact and next year's profit expectations are rising. Dan Ives expects fewer data centers and spending growth to peak sooner, so the story gives no clear change to SanDisk's business outlook.
Western Digital fell 17% Thursday, but the article gives no change in its sales or a company-specific forecast. The data-center spending debate could matter to storage makers, but the story does not show how it changes Western Digital's business.
NVIDIA fell 9.3% Thursday, and concern about delayed data-center projects could reduce demand for AI chips. One analyst says the AI buildout remains intact, while another expects fewer data centers, so the story gives no clear change to NVIDIA's business outlook.
The article says Qualcomm's results gave mixed signals about chip demand, but gives no company-specific sales or forecast changes. That leaves no clear change to Qualcomm's business outlook.
The article says Arm's results gave mixed signals about chip demand, but gives no company-specific sales or forecast changes. That leaves no clear change to Arm's business outlook.
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