Earnings on Media Forum

SanDisk (SNDK) Rallied 11.9% Into an S&P 100 Add That Forces Almost Nobody to Buy

Sun, 06 Sep 2026 00:00:00 +0000

SanDisk closed Friday at $1,740, up 11.9%, a third consecutive advance. The wire coverage split the credit between two things. Nvidia confirmed late Thursday that it will pay $12.9 billion for Hugging Face, which put the whole AI complex bid, and Dell’s COO had spent part of the earnings call earlier in the week saying the constraint on AI server supply is memory, DRAM first and NAND second. Underneath both, S&P Dow Jones Indices had announced in its quarterly rebalancing that SanDisk joins the S&P 100 on September 21, alongside Dell, Palo Alto Networks and Arista Networks.

Marvell (MRVL) to $1 Trillion: Nvidia's Road Requires 70% Gross Margins, Broadcom's Requires Stock Marvell Has Already Spent

Fri, 28 Aug 2026 00:00:00 +0000

Two semiconductor companies have gone from Marvell’s current size to $1 trillion, and they did it by completely different mechanisms. Sorting out which mechanism is available to Marvell is more useful than compounding a revenue line forward, because the answer to how long it takes depends on which road the company is actually on. Marvell closed the earnings session at $241.42 with a market capitalization of $211.7 billion, up roughly 184% year to date against a 52-week range of $61.44 to $329.88, and traded to $224.34 after hours on a print that beat and raised. It needs 4.72 times from here.

Intuit (INTU) Q4 FY2026: 3% Online Customer Growth Matters More Than the EPS Guide

Wed, 26 Aug 2026 00:00:00 +0000

The headline that moved the stock was a fiscal 2027 non-GAAP EPS guide of $22.88 to $23.12 against a consensus of $27.30, and the headline was wrong. Effective August 1, Intuit stopped excluding share-based compensation from its non-GAAP measures. The guide carries a $5.81 per share SBC charge that consensus did not. Add it back and the like-for-like range is $28.69 to $28.93, roughly five percent above the street. The first quarter is the same arithmetic in the other direction: $2.44 to $2.48 plus $1.48 gives $3.92 to $3.96 against $4.02, a shortfall of about two percent. Full year above, opening quarter slightly below. That is a spending phasing issue, not an earnings collapse, and it is not why the shares fell 7.3 percent after the close.