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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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Investing.com14d agobullish
Paycom jumps premarket after earnings;  Data storage companies fall

Investing.com - U.S. stock index futures hovered around the flatline on Thursday as investors awaited developments over a potential agreement to reopen the Strait of Hormuz, while renewed concerns over the sustainability of the artificial intelligence spending boom pressured technology shares.

Sandisk, Western Digital drag on chip stocks as lofty expectations eclipse strong earnings
Reuters14d agoneutral
Sandisk, Western Digital drag on chip stocks as lofty expectations eclipse strong earnings

Data storage companies tumbled in premarket trading on Thursday after quarterly results from Sandisk and Western Digital failed to sustain momentum in an ‌industry that has become one of Wall Street's hottest bets this year. Shares of Sandisk ‌lost 9.2% to trade at $1,226.04, while Western Digital shed 14.6% and was last changing hands at $443.3. After the closing bell ​on Wednesday, both Sandisk and Western Digital forecast quarterly revenue that beat estimates compiled by LSEG, but fell short of high market expectations.

Sandisk shares slide as cautious guidance overshadows strong AI-driven growth
InvestorsHub14d agoneutral
Sandisk shares slide as cautious guidance overshadows strong AI-driven growth

Sandisk (NASDAQ:SNDK) shares fell in premarket trading on Thursday after the flash memory manufacturer issued first-quarter guidance that failed to meet investors’ elevated expectations, despite another quarter of exceptional growth fuelled by artificial intelligence demand. The company forecast fiscal first-quarter 2027 revenue of between $10.

SanDisk CEO David Goeckeler Says Its Biggest Customers Aren't Talking Prices Anymore as Business Turns 'Highly Strategic'
Benzinga14d agoneutral
SanDisk CEO David Goeckeler Says Its Biggest Customers Aren't Talking Prices Anymore as Business Turns 'Highly Strategic'

SanDisk Corp. (NASDAQ:SNDK) said artificial intelligence is fundamentally changing how it works with customers, with CEO David Goeckeler describing a shift from short-term pricing negotiations to long-term strategic partnerships as demand for AI infrastructure accelerates. From Quarterly Price Talks To Long-Term Strategy During the chipmaker’s fourth-quarter earnings call, Goeckeler said discussions with customers have moved beyond procurement teams and now involve the CEOs and CFOs of some of t

Sandisk Q4 Earnings Call Highlights
MarketBeat14d agoneutral
Sandisk Q4 Earnings Call Highlights

Sandisk (NASDAQ:SNDK) reported record fiscal fourth-quarter revenue, gross margin and earnings per share, with results exceeding the high end of its prior outlook as the company cited growing demand for NAND storage tied to AI inference workloads and data-center expansion. Fourth-quarter revenue to

SanDisk CEO David Goeckeler Expects PC and Smartphone Sales to Decline in 2026, But Sees NAND Recovery Ahead: Here's Why
Benzinga14d agoneutral
SanDisk CEO David Goeckeler Expects PC and Smartphone Sales to Decline in 2026, But Sees NAND Recovery Ahead: Here's Why

SanDisk Corp. (NASDAQ:SNDK) expects PC and smartphone shipments to decline sharply in 2026, but CEO David Goeckeler said rising storage capacity and market stabilization next year could support renewed NAND demand. SanDisk Sees PC and Smartphone Shipments Falling On Wednesday, during SanDisk’s fourth-quarter earnings call, Goeckeler said the company expects unit shipments for both PCs and smartphones to decline by the "mid-teens" this calendar year as the consumer technology markets adjust. Stil

Asian stocks mostly down with tech firms back under pressure
AFP15d agoneutral
Asian stocks mostly down with tech firms back under pressure

Most Asian markets sank on Thursday with tech firms back under pressure after a four-day rebound amid lingering AI worries, while oil rose even as Iran said it was finalising a deal with Oman over the Strait of Hormuz.Easing tensions in the Middle East and comments from Washington about a US-Iran deal to reopen the Strait of Hormuz have also helped equities this week by pushing oil prices down and tempering inflation and rate hike concerns.

Sandisk, eBay, AppLovin, Goodyear: After-Hours Stocks to Watch
The Wall Street Journal15d agoneutral
Sandisk, eBay, AppLovin, Goodyear: After-Hours Stocks to Watch

↗️ DoorDash (DASH): Revenue at the food-delivery company beat expectations in the second quarter, but profit slipped. Shares edged 1% higher in postmarket trading. ↗️ Goodyear Tire & Rubber (GT): The company swung to a second-quarter loss as lower tire sales volume combined with higher costs.

Investing.com15d agobullish
Sandisk beats Q4 expectations; shares dip on measured outlook

Investing.com -- Sandisk forecast first-quarter revenue largely in line with Wall Street expectations on Wednesday after reporting fiscal fourth-quarter revenue and profit that topped analysts’ estimates, driven by higher pricing and robust demand for its data center memory products.