$Sandisk(SNDK.US) will report fiscal 2026 results on August 5, with focus shifting to fiscal 2027 guidance and the efficacy of its "New Business Model" in mitigating NAND cyclicality. While AI inference and enterprise SSD demand support long-term growth, margin stability remains tied to NAND pricing.
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Micron's FQ3 print tonight
[Task Coins Giveaway] Daily Market Talk — Chip Rout Before Micron's Make-or-Break Night
After today's memory crash and with Micron set to report tonight, is this a dip worth buying or the first real crack in the debt-funded AI capex story?
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let's see what happens tonight!
☕️ [Task Coins Giveaway] Daily Market Talk — SPCX Debuts, Semis Surge 8%
SpaceX starts trading today as semiconductors surge 8% on Iran-deal relief, TSMC mulls a 15% price hike, and Adobe drops after its CFO resigns to join Marvell.