Sandisk reports fiscal first quarter 2027 results on Thursday, October 29, after the close, and the September quarter is already spoken for. Management guided in August to revenue of $10.3 billion to $10.8 billion, gross margin of 83% to 85% and adjusted EPS of $44 to $46. Consensus sits at roughly $10.7 billion and $46 to $47, near the top of the range. Sandisk has beaten in … [Read more...] about Sandisk SNDK Q1 Preview Hinges on a December Guide Above $12 Billion
Applied Materials Raises Besi Stake to 20 Percent as Chip Filings Point to the Packaging Layer
Applied Materials filed an 8-K on Monday that says less than it does. The company signed an accelerated share purchase agreement for shares of BE Semiconductor Industries which, added to the 9% it bought in April 2025, will take it to about 20% of Besi's outstanding stock. There is no price in the filing and no share count. Applied repeated the two lines it used eighteen months … [Read more...] about Applied Materials Raises Besi Stake to 20 Percent as Chip Filings Point to the Packaging Layer
Smartphone Shipments Fall 20% on Memory Costs as October 22 Surveys Show AI Adoption Outrunning Measurement
Fourteen surveys and research reports hit the wire on October 22. Most were marketing with a sample size attached. A few carry real numbers. Read together, the clearest finding comes from almost all of them: companies are deploying AI faster than they can say what it does for them, and the one hard market number of the day shows the AI build-out already squeezing everything … [Read more...] about Smartphone Shipments Fall 20% on Memory Costs as October 22 Surveys Show AI Adoption Outrunning Measurement
Fear and Greed at 21 as Oil and AI Doubts Hit Stocks
A Fear & Greed Index reading of 21 captures a market with little patience left for disappointment. Investors are becoming more defensive, expensive growth stocks are struggling to hold their valuations, and encouraging earnings figures are no longer enough to guarantee a positive reception. The October 22 selloff brings together two uncomfortable pressures: renewed doubts … [Read more...] about Fear and Greed at 21 as Oil and AI Doubts Hit Stocks
Where Is the KOSPI Heading? South Korea’s Stock Market Faces a Critical Test After Its October Collapse
South Korea's stock market has entered one of its most turbulent periods in years. The question is no longer whether the KOSPI has suffered a serious correction, but whether the collapse represents an opportunity to buy a temporarily distressed semiconductor market or the beginning of a longer reassessment of the AI investment boom. Monday's trading provided a dramatic … [Read more...] about Where Is the KOSPI Heading? South Korea’s Stock Market Faces a Critical Test After Its October Collapse