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Sandisk Soars as Western Digital Reports Strong AI-Driven Demand

Rising hyperscaler orders for NAND and high‑capacity HDDs are tightening supply, lifting profits, inflating stock prices.

Palo Alto Beats Q3 Estimates and Lifts Outlook as AI Identity Tools Gain Traction

Wall Street Initiates BitGo Coverage With Mostly Buys as Goldman Stays Neutral

Microsoft Pledges to Cover Data-Center Power as Analysts Trim Targets Before Earnings

CoreWeave Jumps 12% as New Analyst Coverage Fuels AI Cloud Rebound

Netflix’s 10-for-1 Stock Split Takes Effect Monday

Datadog Surges on Q3 Beat and Higher Outlook as AI Offerings Lift Demand

Enphase Shares Slide on Weak Q4 Outlook as Tariffs Pressure Margins

Elastic Seals Jina AI Deal, Launches GPU Inference Service, Authorizes $500 Million Buyback

Rocket Lab Launches $750 Million At‑The‑Market Stock Program as Shares Whipsaw