Schwab Network

The Watchlist Panel: AI Demand vs. Supply Crunch


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SanDisk (SNDK) and Western Digital (WDC) post solid earnings but margin expectations are a concern amid high demand. Matt Bryson and Dave Nicholson discuss how AI could drive growth short term, while uncertainty lingers around pricing and infrastructure needs. Matt said with supply lagging demand, oversupply risks may not hit until 2028.


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