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Why Sandisk (SNDK) and Western Digital (WDC) crashed 10% and what it means for bitcoin

Strong earnings from Sandisk and Western Digital were not enough to satisfy investors, raising questions about whether capital is beginning to rotate from AI winners into crypto.

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channelnewsasia.com

benzinga.com

coindesk.com

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coindesk.comStai leggendo3 g fa

Why Sandisk (SNDK) and Western Digital (WDC) crashed 10% and what it means for bitcoin

SanDisk and Western Digital crashed 10% on weak Q1 guidance despite Q4 beats, ending a 12-month AI rally (+3000% and +550%). The selloff signals cooling AI momentum and capital rotation toward crypto, potentially pressuring enterprise capex.

originale

channelnewsasia.com3 g fa

Sandisk, Western Digital weigh on chip sector as high expectations eclipse strong earnings

SanDisk (−13%) and Western Digital (−19%) tumbled as Q1 revenue guidance beat LSEG estimates but missed market expectations. Data-center demand +400% YoY, yet market punishes slowdown signals—memory allocation now sentiment-driven vs. fundamentals.

Timeline cronologica

mercoledì 5 agosto 2026·channelnewsasia.com
Sandisk forecasts upbeat quarterly revenue on AI-driven demand
Aug 5 : Sandisk forecast quarterly revenue above estimates on Wednesday, banking on rising demand for its memory chips used in AI data centers.Shares of the Milpitas,…
giovedì 6 agosto 2026·benzinga.com
Why Is Western Digital Stock Sinking Thursday? - Western Digital (NASDAQ:WDC)
Western Digital (WDC) shares fall despite Q4 earnings and revenue beating estimates. Read key takeaways, cash flow and AI drive updates.

Why Sandisk (SNDK) and Western Digital (WDC) crashed 10% and what it means for bitcoin

Sandisk, Western Digital weigh on chip sector as high expectations eclipse strong earnings

Timeline cronologica

Sandisk forecasts upbeat quarterly revenue on AI-driven demand

Why Is Western Digital Stock Sinking Thursday? - Western Digital (NASDAQ:WDC)

Why Is Western Digital Stock Sinking Thursday? - Western Digital (NASDAQ:WDC)

Sandisk, Western Digital drag on chip stocks as lofty expectations eclipse strong earnings

Sandisk, Western Digital weigh on chip sector as high expectations eclipse strong earnings

Why Sandisk (SNDK) and Western Digital (WDC) crashed 10% and what it means for bitcoin