Western Digital (NASDAQ:WDC) CFO Kris Sennesael said the hard-disk-drive market has become more structurally tied to cloud and artificial-intelligence infrastructure spending, arguing that the company has greater demand visibility than in prior industry cycles.
Speaking at Citi’s Global TMT Confere
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SpaceX (NASDAQ:SPCX) CFO Bret Johnsen outlined the company’s strategy across reusable launch systems, satellite connectivity and artificial intelligence infrastructure, emphasizing vertical integration as a central operating principle.
Speaking at an investor conference, Johnsen said the company’s
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