Stock Market 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.

Micron $MU and SanDisk $SNDK Sold Off on a Weibo Post: Why I Think the Market Priced the Wrong Thing

Tue, 25 Aug 2026 00:00:00 +0000

Start by discounting me. I own memory. Some of it through leveraged wrappers, which means Monday cost me roughly double what it cost a sane person. So I have every reason to talk myself into thinking the sellers were idiots, and you should read the next few paragraphs with that in mind.

Read them anyway, because I don’t think the sellers were idiots. I think they were selling a different market than the one that exists.

Big Tech Will Spend About $700 Billion on AI Infrastructure in 2026. The Revenue Is Not Close.

Mon, 24 Aug 2026 00:00:00 +0000

Current guidance across the largest cloud and AI infrastructure providers puts combined 2026 capital spending somewhere around six hundred and sixty to seven hundred billion dollars, roughly double last year. Google in the region of two hundred billion, Amazon similar, Microsoft not far behind, Meta well over a hundred, Oracle around fifty. Tracked AI-attributable spending has gone from about thirty billion in 2020 to several hundred billion now.

Revenue at the pure-play model developers is growing fast and remains a fraction of the infrastructure being deployed on their behalf. This is the gap everyone points at, and the way people point at it is usually wrong.

Nike Trades at 2014 Prices as On and Hoka Take the Ground It Used to Own

Mon, 24 Aug 2026 00:00:00 +0000

The stock is down close to forty percent this year and touched levels last seen in September 2014. A JPMorgan analyst moved it to underweight earlier this month, calling the turnaround under Elliott Hill too slow. The named causes are competition from On and Hoka and weaker demand in China.

Twelve years of price appreciation erased is a large statement about a company that still sells an enormous quantity of shoes. The question is what the market thinks has broken.