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News 2026-08-06 17:09 UTC

SanDisk's 'Glass Half Full' Story Includes $16.5 Billion of AI Guarantees

SanDisk Corp. ‘s (NASDAQ: SNDK ) second quarter earnings may have disappointed investors with softer-than-expected guidance, but BNP Paribas argues the bigger story lies beneath the surface. In a note titled “A Glass Half Full,” the firm said one of the most overlooked developments was the growing financial commitment