Core Insights - Sandisk (SNDK) and Micron Technology (MU) are key players in the NAND flash memory market, benefiting from AI-driven data center demand and a tightening supply environment that is elevating NAND prices [1][2] Company Performance Sandisk (SNDK) - Sandisk specializes in NAND flash-based data storage solutions across various markets, including data centers and consumer products, with a strong focus on AI infrastructure [3] - The enterprise SSD business is experiencing rapid growth, with data center revenues increasing by 76% year-over-year to $440 million in the fiscal second quarter [4] - Fiscal third quarter revenues are projected between $4.4 billion and $4.8 billion, indicating a year-over-year growth of 171% at the midpoint, with non-GAAP gross margins expected between 65% and 67% [5] - The Zacks Consensus Estimate for SNDK's fiscal 2026 EPS is $27.2, reflecting a 57.2% increase over the past 30 days and an 809.7% year-over-year growth [6] Micron Technology (MU) - Micron offers a diverse range of memory and storage solutions, including DRAM and NAND, and is also involved in AI infrastructure [7] - The data center business is the largest revenue contributor, with data center NAND revenues surpassing $1 billion in the fiscal first quarter [8] - The Zacks Consensus Estimate for MU's fiscal 2026 EPS is $33.79, showing a 2.71% increase over the past 30 days and a year-over-year growth of 307.6% [11] Market Dynamics - Over the last three months, SNDK shares have surged by 200.4%, while MU shares increased by 79.8%, driven by AI infrastructure spending and a tightening NAND supply [12] - SNDK trades at a price-to-sales ratio of 4.42x compared to MU's 5.49x, indicating a relative valuation discount despite strong growth prospects [15] Conclusion - Both SNDK and MU are positioned to benefit from the AI-driven NAND upcycle, with SNDK's focused strategy and valuation discount making it a more attractive investment option at this stage [17]

Wall Street’s main indexes tumbled on Friday as AI anxiety hammered technology stocks, with the Nasdaq and the S&P 500 on track for their steepest monthly drop since March 2025, while hotter-than-expected inflation data also hit sentiment.Technology shares faced selling pressure this month as concerns over high valuations and the uncertain payoff from Big Tech’s massive AI spending grew.In midday trading, the Dow Jones Industrial Average plunged nearly 500 points, or 1%, to 49,011. The S&P 500 lost 0.6%, an ...

While the market is focused on the race for Federal Aviation Administration (FAA) certification between Joby Aviation (NYSE: JOBY) and Archer Aviation, the real long-term battle could be between Joby and Boeing's (NYSE: BA) electric vertical take-off and landing (eVTOL) subsidiary, Wisk. eVTOL transportation-as-a-service The difference between Wisk, Joby, and Archer is that the latter is focused on becoming an original equipment manufacturer (OEM) selling to third-party companies, while Wisk and Joby aim ...

Core Viewpoint - Mission Critical Metals Corp. has acquired the Medvedi Potok Tin Project in northern Slovakia, which is expected to enhance its portfolio of critical metals assets in stable European jurisdictions, particularly in light of growing global demand for tin in electronics and energy transition sectors [1][4]. Acquisition Details - The Medvedi Potok Tin Project was previously held by Military Metals Corp., which transferred the asset to Hallgarten & Company Limited in exchange for a 1% royalty on future production, with a buyback right of CAD$210,000 [2]. - Hallgarten & Company Limited acquired the Project on January 6, 2026, and subsequently transferred 100% of its interest to Mission Critical Metals Corp. on January 13, 2026 [2]. - Military Metals Corp. exercised its buyback right on January 8, 2026, to retire a 1% net smelter royalty covering its Slovakian portfolio, making the Project royalty-free before its transfer [3]. Project Potential - The Medvedi Potok Tin Project is considered prospective for tin mineralization within a historically active mining jurisdiction, with tin classified as a critical mineral essential for electronics, semiconductors, renewable energy systems, and advanced manufacturing technologies [4]. - The company plans to review all historical data related to the Project and develop a staged exploration and advancement plan in compliance with Slovakian regulatory requirements [4]. Company Overview - Mission Critical Metals Corp. is a British Columbia-based mineral exploration company focused on acquiring, exploring, and developing critical mineral projects in strategic jurisdictions, aiming to build shareholder value through disciplined asset selection and responsible project development [6].

Ginkgo Bioworks (NYSE:DNA) shares are down following the company’s fourth-quarter and full-year 2025 financial report.The stock’s decline comes as the company is focusing on investing in autonomous labs.Divests Non-Core Business To Focus On RoboticsFor the fourth quarter of 2025, Ginkgo Bioworks reported a strategic pivot towards robotics and AI, with CEO Jason Kelly emphasizing the company’s collaboration with the Department of Energy and OpenAI.The company also announced plans to divest its biosecurity bu ...

We generated and successfully captured strong interest against the slate of highly anticipated titles, including Wicked for Good, Avatar: Fire and Ash, and Zootopia 2. This was made possible by our continued investment in strengthening our sales team, expanding our programmatic platform, and advancing data and measurement capabilities to meet modern advertisers' requirements. In particular, our focus on broadening and enhancing audience targeting and performance attribution continues to improve the value of ...

Core Points - A shareholder class action lawsuit has been filed against CoreWeave, Inc. alleging false and misleading statements regarding the company's ability to meet customer demand and the risks associated with reliance on a single third-party data center supplier [1] - The lawsuit claims that CoreWeave materially understated the risks that could negatively impact its revenue [1] - Shareholders who purchased CoreWeave shares between March 28, 2025, and December 15, 2025, and experienced significant losses are encouraged to discuss their legal rights [2] - The deadline to be appointed as lead plaintiff in the case is March 13, 2026 [3]

Zwinggi said the MGA growth was “mainly due” to the acquisition of TWFG MGA Florida, which contributed approximately $27.1 million of written premium (including $9.7 million of renewals and $17.4 million of new business growth). Overall, the company reported renewal growth of $58.2 million (up 21.3%) and new business growth of $23.8 million (up 27.2%) versus the prior-year period, while maintaining a 92% retention rate.Chief Financial Officer Janice Zwinggi detailed fourth-quarter operating momentum, beginn ...

Core Viewpoint - Coreweave is committed to significant infrastructure investments despite recent stock declines due to profitability concerns, viewing this as a critical moment for capacity demand [1][2] Financial Performance - Coreweave's stock fell nearly 20% following disappointing revenue guidance, with plans to invest between $30 billion and $35 billion by 2026, exceeding the FactSet estimate of $26.9 billion [2] - The company has a substantial backlog, indicating strong future demand despite current market reactions [2] Debt and Business Model - Concerns have arisen regarding the sustainability of Coreweave's debt and its reliance on a limited number of clients, particularly major hyperscalers and AI firms like Microsoft and OpenAI [3] - Coreweave finances its operations through debt to acquire advanced AI Nvidia chips, which are then rented out [3] Cost of Capital - The CEO stated that the cost of capital has decreased by 300 basis points over the past year, translating to $700 million in savings across the company's debt load [4] - Over the last two years, the cost of capital has declined by 600 basis points, countering concerns about rising costs due to credit market issues [4]

Yesterday we were watching whether Dell's (NYSE: DELL) AI server momentum could carry the headline numbers. ...