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Sandisk Shares Plunge as Guidance Miss and Sector Rerating Test AI‑Fueled Rally

The slide tests whether Sandisk's multiyear contracts, recent margin gains will hold up against a softer near‑term outlook, growing Chinese supply risk.

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1h ago

Supermicro Reports More Than $60 Billion in AI Server Orders and Raises Margin Guidance

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21h ago

Goldman Discloses 7.2% Passive Stake in Nebius as Investors Brace for Quarterly Test

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21h ago

AMD Agrees to Buy Taalas to Add Model‑Specific Inference Chips

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Sandisk Shares Plunge as Guidance Miss and Sector Rerating Test AI‑Fueled Rally

NYSE Advances Onchain Settlement for Tokenized Securities

Apple Rethinks Apple Watch With Round Screens and Screenless Options

Apple Scrapped White-Glove Preload Option for Apple Upgrade

AMD Bets Helios Rack Systems to Drive Explosive Data-Center Growth

SpaceX Stock Rallies After Q2 Beat as Argus Upgrades on Fast AI Payback

Palantir Rallies After Blowout Q2 as Analysts Lift Targets

Sony to Lead Joint Venture With TSMC for Next‑Gen Image‑Sensor Fab in Kumamoto

Apple Planning Third‑Generation Foldable iPhone, Report Says

Micron Posts Record AI-Driven Profits but Shares Retreat

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John Ternus to Succeed Tim Cook as Apple CEO

Apple Tests China’s CXMT Memory Chips While Awaiting White House Approval

Google Cloud's AI Push Delivers 82% Growth and $514 Billion Backlog

Core Scientific Lands 530 MW AI Colocation Deal With AMD

SK Hynix Approves ₩54.3 Trillion to Build Yongin Y2 and Cheongju M17 Fabs

Magnite CEO and Four Insiders Sold Stock, SEC Filings Show

Blizzard Tops Xbox Studios After FY26 Rebound

Supermicro Reports More Than $60 Billion in AI Server Orders and Raises Margin Guidance

Goldman Discloses 7.2% Passive Stake in Nebius as Investors Brace for Quarterly Test

AMD Agrees to Buy Taalas to Add Model‑Specific Inference Chips

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