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

  • Hyperscalers are competing for AI market share, driving high demand for semiconductors and boosting corporate profits.Mon 16:49
  • Penguin Solutions and Micron Technology are identified as leaders in the memory solutions market.Mon 06:48
• Western Digital →

  American computer storage corporation

  • Morgan Stanley raised its price target on Western Digital to $78 on July 3, 2025.Sun 15:05
  • Micron Technology, Western Digital, and SanDisk are all companies operating in the storage and memory sector.Fri 18:21
• Morgan Stanley →

  U.S. investment bank

  • Financial firms including Morgan Stanley, Truist Financial, Jefferies Financial Group, and CIBC issued rating and price objective updates for Clearway Energy.Mon 17:33
  • Goldman Sachs, Morgan Stanley, JPMorgan Chase, and Bank of America are competing in the global investment banking sector.Mon 17:24

Related events

• Morgan Stanley analysts commented on Western Digital shares, confirming the sector status of WDC and Micron.Sep 14
• The market is shifting its focus from traditional spinning disk technology to memory solutions, impacting the industry.Aug 28
• SanDisk's outlook eased market concerns about oversupply, leading UBS to reaffirm buy rating and lift price target.Aug 17