Key Takeaways SNDK is benefiting from AI-driven datacenter demand, lifting NAND pricing and expanding margins.SNDK expects Q3 margin expansion as datacenter demand drives higher-value NAND products.SNDK plans disciplined capex to support mid- to high-teens bit growth through the BiCS8 transition.Sandisk Corporation (SNDK) shares have surged 8.4% following the release of its second-quarter fiscal 2026 results on Jan. 29, 2026. The uptick can be attributed to revenue growth of 61% year over year to $3.03 bill ...

An updated edition of the December 17, 2025, article.The global oncology market is entering a phase of accelerated transformation, driven by rising cancer incidence, demographic shifts and rapid scientific progress. The American Cancer Society estimates that the United States will see about 2.1 million new cancer diagnoses and more than 626,000 cancer-related deaths in 2026. Globally, lifestyle-related risk factors and demographic shifts continue to increase cancer prevalence, supporting sustained growth in ...

Core Insights - Wall Street is experiencing skepticism towards software stocks, with a recent phase of panic leading to significant selloffs across the sector due to fears that AI could disrupt SaaS business models [1][3] Market Performance - The S&P 500 software and services index declined approximately 4% on Tuesday and another 0.73% on Wednesday, resulting in a total loss of about $830 billion in market value since January 28 [2] - The S&P North American Software Index has fallen for three consecutive weeks, ending January down 15%, marking its steepest monthly decline since October 2008 [5] Company-Specific Developments - The launch of Anthropic AI's productivity tool for in-house lawyers intensified market anxiety, leading to a selloff in legal software and publishing stocks, affecting companies like London Stock Exchange Group Plc and Thomson Reuters Corp [3][4] - Microsoft reported solid earnings but faced investor concerns due to slowing cloud growth and rising AI spending, resulting in an 11% decline in its stock over the past month [6] Investor Sentiment - Amid the selloff, some investors are viewing the situation as an opportunity, with funds like Sycomore Sustainable Tech adding Microsoft shares, betting on its potential as an AI leader [7] - Microsoft is currently trading at under 23 times forward earnings, its lowest valuation in approximately three years, indicating oversold conditions in the software index [7] Investment Strategies - Inverse exchange-traded funds (ETFs) such as Tradr 1X Short Innovation Daily ETF (SARK), ProShares Short QQQ (PSQ), and ProShares UltraShort QQQ (QID) are highlighted as potential hedging options during the ongoing tech market weakness [10][11][12][13][14]

RBC Capital raised the firm’s price target on Eastman Chemical (EMN) to $79 from $70 and keeps a Sector Perform rating on the shares after its Q4 results. Investors appear more bullish that commodities have potentially bottomed, but RBC thinks Eastman Chemical could see a delayed recovery given the “intermediate” nature of most of its products, the analyst tells investors in a research note. Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>> See ...

Shares of Luca Mining Corp., traded on the US OTCQX, are benefiting from market optimism, which is driving share price gains. This is correct posture in our opinion. We believe this willAlberto holds a Master's degree in Business Economics. During his academic career he acquired an extensive managerial and economic background, with a solid quantitative basis. He covers all sectors and the different types of stocks. Essentially describes a useful investment strategy that fits the profile of any investor, whe ...

By Deepa Seetharaman SAN FRANCISCO, Feb 5 - Your next coworker might be generated by AI. OpenAI on Thursday said it is ​launching a service, called Frontier, for companies to build and ‌manage so-called artificial-intelligence agents, or AI tools that can complete specific tasks, like fixing ‌a software bug. The platform is part of a broader effort by OpenAI to seize the enterprise market from its rivals - notably the AI startup Anthropic, which draws the bulk of its revenue from companies. Last ⁠year, ...

Market Overview - Stock futures are mixed, showing signs of stabilization after a downturn in software and AI-related technology stocks, leading some investors to view the selloff as a buying opportunity [1] - Defensive sectors and commodity-linked assets are gaining interest, particularly as gold prices have risen above $5,000 per ounce, indicating strong demand for safe havens amid market uncertainty [1] Pre-Market Trading - In pre-market trading, S&P 500 futures rose by 0.11%, Nasdaq futures fell by 0.34%, and Dow futures increased by 0.22% [2] Company Movements - Silicon Labs (SLAB) shares surged by 49% following a definitive agreement for acquisition by Texas Instruments (TXN) at $231 per share in an all-cash transaction [3] - Texas Instruments (TXN) shares declined by 3% after announcing the acquisition of Silicon Labs [6] - Other notable stock movements include Eli Lilly (LLY) up 9%, Johnson Controls (JCI) up 5%, and AMD (AMD) down 10% [6]

In the current market session, AAON Inc. (NASDAQ:AAON) share price is at $94.91, after a 0.35% decrease. Over the past month, the stock went up by 19.33%, but over the past year, it actually decreased by 15.54%. With good short-term performance like this, and questionable long-term performance, long-term shareholders might want to start looking into the company's price-to-earnings ratio.Comparing AAON P/E Against Its PeersCompared to the aggregate P/E ratio of 29.77 in the Building Products industry, AAON I ...

Group 1 - RBC Capital analyst Daniel Perlin lowered the price target on Broadridge (BR) to $245 from $265 while maintaining an Outperform rating on the shares [1] - The company reported results that exceeded both the firm's and the Street's expectations [1] - Management maintained its FY26 recurring revenue growth expectations and tightened its FY26 adjusted EPS growth guidance higher [1] Group 2 - The price target cut is attributed to a more conservative overall and fintech market environment [1]

US cosmetics company e.l.f. Beauty reported 38% third-quarter net sales growth and raised its fiscal 2026 revenue outlook to 22%-23%. Net sales for the quarter ended 31 December 2025 totalled $489.5m, which the company said was driven by higher volumes across store-based retail and e-commerce channels in the US and overseas. The company increased its full-year revenue projection from a previously expected 18%-20% growth. Quarterly net income rose to $39.3m from $17.2m a year earlier while adjusted net ...