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SanDisk’s Stock Surges After Investor Day as Management Unveils Aggressive Long‑Term Model

Long-term customer contracts and a FY2028–30 plan promise sustained high margins and cash returns that could reshape SanDisk’s role in data‑center memory.

ASML Lifts Outlook After Blowout Quarter and Moves to Speed Capacity Expansion

Microchip Breaks Out Data‑Center Unit and Sees Rapid Growth as Shares Surge

Marvell Repriced After Record Quarter and Bold XPU Forecast

Agora Returns to GAAP Profitability and Accelerates AI Strategy with Agent Studio and NetEase Deal

Karman Raises 2026 Revenue Outlook After Record First Quarter

JFrog Surges After Q1 Beat and Guidance Hike as Cloud Tops Half of Sales

Axon Soars After Big Q4 Beat and 2026 Growth Outlook

Cloudflare Jumps After Q4 Beat and Higher Sales Outlook on AI-Fueled Demand

Netflix Trades Higher Post-Split as JPMorgan Lowers Target and Highlights Ad-Tier Scale

Arista Networks Tops Q2 Estimates and Lifts 2025 Guidance