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Iranian Missile Strikes Take Down AWS Data Centers in Bahrain and Dubai, Threatening Global Semiconductor Supply Chain

Iranian Missile Strikes Take Down AWS Data Centers in Bahrain and Dubai, Threatening Global Semiconductor Supply Chain

Apr 05, 2026
Tom's Hardware

Iranian missile strikes have taken down AWS data centers in Bahrain and Dubai, with Amazon declaring multiple zones 'hard down' and engineers scrambling to migrate affected workloads, while broader disruptions to critical materials flowing through the Strait of Hormuz now threaten the global semiconductor supply chain.

Sandisk Drops 26% on Google Compression Fears, But Strong Fundamentals Signal Undervaluation With $671 Price Target

Sandisk Drops 26% on Google Compression Fears, But Strong Fundamentals Signal Undervaluation With $671 Price Target

Apr 02, 2026
Seeking Alpha

Sandisk drops 26% amid fears over Google's TurboQuant compression algorithm, but with Q2 data center sales surging 64% quarter-over-quarter, margins projected at 65-67%, and a $671 price target suggesting 17-18% undervaluation, analysts say the sell-off is overblown and the stock presents a strong buying opportunity.

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