Welcome back to Market on Close. Outside of Apple, SanDisk will be in focus as the company reports its earnings after the bell. It's been a meteoric rise for the memory name.Shares rallying around 125% so far this month. Expectations are for adjusted EPS today of $3.54% on revenue of $2.67% billion with investors focused on growth driven by AI demand. Of course, SanDisk is our focus for Options Corner today.Joining us to help us break down some of the activity we're seeing in advance of earnings, Rick Dat, ...

January 16, 2026 08:34 AM GMT We are raising our CY26 and CY27 estimates for ADI and NXP above Street by 4%/3% for ADI and 5%/3% for NXP, respectively. While companies are yet to call a demand inflection, we are hearing more consistent indications of stabilization, with auto demand increasingly set to converge with other end markets, supporting broader recovery momentum. Both stocks have remained our key OWs this upcycle, and while the group as a whole should benefit from a broad-based pickup, we believe st ...