$SanDisk (SNDK.US)$'s FY2Q26 results and FY3Q26 guidance significantly exceeded both the company's own guidance and Wall Street expectations. But the bigger story is strategic: the company is signaling a shift from unit-led cyclicality toward price power, datacenter mix, and tighter contracting (multi-year agreements with prepayments).
Financial Snapshot
SanDisk delivered a sharp upside surpris...

The Big Short is back, and this time he's aiming at the AI.
Michael Burry's latest 13F shows his Scion Asset Management has purchased 50,000 put options contracts on $Palantir (PLTR.US)$ and 10,000 puts options contracts on $NVIDIA (NVDA.US)$, with notional values of $912 million and $186 million dollar respectively.
Notional exposure at roughly 66% of the portfolio in Palantir puts and 14% in Nvidia puts. Since 13...

Before the Bell
On Wednesday, U.S. stock futures rose after the major indices reached new record highs ahead of the Federal Reserve's interest rate decision.
Futures tied to the $E-mini S&P 500 Futures (MAR6) (ESmain.US)$ rose 0.32%. $E-mini NASDAQ 100 Futures (MAR6) (NQmain.US)$ went up by 0.46%, and $E-mini Dow Futures (MAR6) (YMmain.US)$ went up 0.19%.
Top News
Trump May Discuss Nvidia’s Blackwell Chip with China’s X...

$CoreWeave (CRWV.US)$ saw millions of dollars in bearish block option trades after Bloomberg reported that the artificial intelligence computing company’s leaders sold more than $1 billion in shares following the expiration of the lockup on the stock in mid-August.
Investor sentiment is leaning negative after the stock jumped more than three-fold to $141.32, from its initial price offering (IPO) in March....

$Zscaler (ZS.US)$ this is a cliff hanger also just like Palo Alto. the entire sector is having massive amounts of institutional selling in the past couple hours

Hi, mooers! 👋
The countdown is on! $Circle (CRCL.US)$ is anticipated to unveil breakthroughs in blockchain scalability and crypto payment innovations in its Q2 2025 earnings on August 12 at 8:00 AM ET. This is your golden opportunity to earn rewards and insights by predicting the opening price. Let’s dive in! 🎉
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$HubSpot (HUBS.US)$ 520 tomorrow