Citrini Research's Jukan writes "I was imagining something: what if a certain company is trying to acquire Sandisk, and since JPM is advising on the deal, JPM stopped covering Sandisk because of that?"

This speculation around JPMorgan's cessation of coverage on SanDisk suggests potential M&A activity, particularly if they are advising on an acquisition.

Newsquawk StaffPublished 3 Feb 2026, 10:23 UTCOn the live feed at 10:03 UTC — 7 more headlines followed before this page went public

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10:07

Banca Mediolanum (BMED IM) sees FY26 NII +10% Y/Y

10:05

[MARKET ANALYSIS] Metals rebound with spot gold returning above USD 4900/oz

10:03

Citrini Research's Jukan writes "I was imagining something: what if a certain company is trying to acquire Sandisk, and since JPM is advising on the deal, JPM stopped covering Sandisk because of that?"

10:02

UK sells GBP 4.25bln 4.75% 2035 Gilt: b/c 3.63x (prev. 3.26x), average yield 4.585% (prev. 4.456%), tail 0.2bps (prev. 0.3bps)

09:58

Iran's Vice President says a new chapter of Iran's nuclear achievements will be unveiled

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Adds, "Of course, it could be for a different reason. But I can’t really think of any other explanation."

Context

If this is accurate, it could indicate a strategic move that might affect SanDisk's valuation and market dynamics, possibly spurring other players' interests in the sector. Keep an eye on how this develops, as it could impact related equities and overall market sentiment.

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