Western Digital is swapping remaining SanDisk shares, while Morgan Stanley comments on WDC's modest P/E multiple.

The entities involved

• SanDisk →

  American semiconductor company - memory and storage technologies

  • Market shifts are being observed, driven by corporate buybacks and improving technical conditions, according to Goldman Sachs.Fri 16:26
  • The Democratic Congress is considering tighter oversight of AI infrastructure amid continued undersupply of memory chips, impacting SanDisk stock.Wed 18:45
• Western Digital →

  American computer storage corporation

  Nothing else this week.

• Morgan Stanley →

  U.S. investment bank

  • Surrozen utilized conference platforms hosted by Morgan Stanley in South San Francisco on September 1, 2026.Sat 01:24
  • Morgan Stanley raised its price objective for Marriott International.Sat 01:00

Related events

• SanDisk has spun off from Western Digital, alongside joint ventures focused on supply chain security and market diversification.Jun 20
• Western Digital and related memory/storage companies experienced significant stock declines following earnings reports.Oct 22
• The market is shifting its focus from traditional spinning disk technology to memory solutions, impacting the industry.Aug 28
• Storage shares for major memory and storage companies rose in U.S. premarket trading on October 19, 2026.Oct 19
• Cramer warns SanDisk and Western Digital are dangerous stocks amid storage demand driven by Microsoft and Toshiba concerns.Oct 20