https://schwabnetwork.com/video/the-watchlist-panel-ai-demand-vs-supply-crunch
The Watchlist Panel: AI Demand vs. Supply Crunch | The Watch List| Schwab Network
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...
demand vs supplythe watchlist