@EmmaStone 1 month ago
Morgan Stanley takes another look at NetApp
Morgan Stanley takes another look at NetApp
keeps finding itself in the middle of the AI infrastructure conversation as investors weigh growing storage demand against broader enterprise spending trends. The stock has been resilient, but Wall Street is still debating how much AI upside is already priced in.
@IsabelLynn 1 month ago
i have been watching NetApp for a while and they seem to be handling the enterprise shift pretty well. always good to see what the big banks think about the storage sector.
