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Sandisk’s Blowout Quarter and $14 Billion Buyback Meet a Half‑Price Stock

Record revenue and a large repurchase plan raise questions about whether the company’s guidance shortfall signals a turning point for NAND prices.

Cerebras Posts Big Revenue Beat but Warns Margins Will Shrink

NVIDIA Posts $81.6 Billion Quarter and Announces New $80 Billion Buyback

Meta Rises as Analysts Highlight Engagement and EU Secures WhatsApp AI Access Pledge

Palantir Set for Volatile Week as Options Price In Big Post‑Earnings Swing

Palantir’s AI Momentum Faces Valuation Scrutiny Ahead of Q4 Results

TSMC Rallies to Fresh Highs as AI Boom Deepens and U.S. Eases China-Plant Rules

Meta Ramps Up AI Spend for 2025 as Wall Street Backs Pivot From Metaverse Hardware

Stifel Sees Earnings Beat for Micron, Lifts Target to $300 Ahead of Dec. 17 Report