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Sandisk Profit Soars as AI Demand Drives Up Prices. By Nicholas G. Miller Sandisk reported exponentially higher fiscal first-quarter profit as the AI buildout drives memory demand skyward. The company posted net income of $8.1 billion, or $52.60 a share, up from $112 million, or 75 cents a share, the year prior. Adjusted earnings were $49.51 a share. Analysts polled by FactSet expected $46.67 a share. Revenue soared to $11.03 billion from $2.31 billion. Wall Street expected $10.72 billion. The company guided for second-quarter revenue of $12.2 billion to $12.6 billion and adjusted earnings of $55 to $57 a share. Analysts see second-quarter revenue of $12.31 billion and adjusted earnings of $53.60 a share. Hyperscalers have been willing to pay high prices for data storage, transforming the businesses of providers like Sandisk. Capacity has remained constrained, giving suppliers significant leverage in price negotiations with customers. Write to Nicholas G. Miller at nicholas.miller@wsj.com.

【最新内容：Evan @StockMKTNewz · 2026-10-29T20:19:00.000Z】 Sandisk $SNDK just reported earnings EPS of $49.51 beating expectations of $46.22🟢 Revenue of $11B beating expectations of $10.6B🟢 【引用内容：WOLF @WOLF_Financial · 2026-10-29T20:12:32.000Z】 SANDISK $SNDK JUST REPORTED Q1 EARNINGS - Revenue: $11.03B, beating expectations of $10.64B 🟢 - Adj EPS: $49.51, beating expectations of $46.22 🟢 (+26% QoQ) - Adj Gross Margin: 85.1% (+55.2 ppts YoY) - Adj Oper Income: $8.87B (+25% QoQ) - Datacenter: $4.80B (+61% QoQ) Q2 FY27

Citigroup maintains Bloom Energy at Neutral, raises price target to $284 from $281. Citigroup maintained Bloom Energy at Neutral and raised its price target to $284 from $281, a 1.1% increase. The price target implies an upside of 27.8% from the Oct 29 close of $222.30. Recent analyst actions on Bloom Energy Date Firm Action Rating Price target Oct 26 Barclays Maintains Equal-Weight $316 Oct 26 Wells Fargo Maintains Equal-Weight $182 Oct 23 JP Morgan Maintains Overweight $292 Oct 23 RBC Capital Reiterates Outperform $335 Oct 23 Keybanc Reiterates Sector Weight — Across the five most recent analyst notes published on Bloom Energy over the past 30 days, price targets range from $182 to $335. Explore more price target data and ratings for Bloom Energy on the Forecasts tab , and track all previous and future analyst recommendations in the dedicated News Flow .

【最新内容：Evan @StockMKTNewz · 2026-10-29T20:18:00.000Z】 AMAZON $AMZN JUST POSTED THE HIGHEST OPERATING MARGIN IN ITS HISTORY 【引用内容：WOLF @WOLF_Financial · 2026-10-29T20:13:43.000Z】 AMAZON $AMZN JUST POSTED THE HIGHEST OPERATING MARGIN IN ITS HISTORY Operating income jumped 61% to $28.1 billion, for an operating margin of 13.9%. AWS made $17.8 billion of that, up from $11.4 billion a year ago. North America's retail business nearly doubled its operating

Amazon $AMZN CEO Andy Jassy just said Amazon Web Services expects to grow revenue at a growth rate of over 40% for both 2027 and 2028

Alphabet's record drop drags Nasdaq lower. ALPHABET'S RECORD DROP DRAGS NASDAQ LOWER The Nasdaq Composite IXIC fell 1.4% on Thursday as Alphabet's results rekindled worries about ballooning AI costs. Treasury yields, meanwhile, declined on safe haven demand for the debt. Alphabet GOOG shares slid more than 12.5% after the company reported disappointing search advertising results and a surge in cash burn as AI-related spending accelerated. The S&P 500 CBOE:SPX fell 0.3% and the Dow Jones Industrial Average DJI was down 0.25%. The small-cap Russell 2000 RUT , meanwhile, rose 1%. Healthcare S5HLTH was the best-performing sector, followed by real estate S5REAS . Communication services S5TELS was the biggest laggard by far. Treasury yields eased on apparent safe haven demand as stocks declined. “The most noticeable move in Treasuries (this morning) came at the 9:30 a.m. ET cash open of US equity markets, suggesting a shift out of stocks and into fixed income,” said Will Compernolle, macro strategist at FHN Financial. The benchmark 10-year Treasury yield US10Y was last at 4.95%, down from 5.05% late on Wednesday. Here is Thursday’s closing market snapshot: Thomson Reuters Monitor

$COIN | Coinbase Q3 Earnings: - Total Revenue: $1.22B (est $1.22B) - Transaction Revenue: $590M (est $575M) - Subscription & Services Revenue: $570M (est $564M) - Adjusted EBITDA: $332.9M (est $282.9M) - Trading Volume: $134.5B - Crypto Trading Volume Market Share: 10.7% - Crypto Trading Volume Market Share Doubled Y/Y - Q3 Showed Soft Crypto Market Conditions - Macro Headwinds Have Begun To Shift - Sees Q4 Subscription & Services Revenue: $550M To $630M - Sees Q4 Transaction Expenses: Mid-Teens Percent Of Revenue - Sees Q4 Transaction Revenue: N$165M QTD - Narrows 2026 Adjusted Expense Guidance To $4.15B-$4.3B

$EIX | Edison International Q3 Earnings: - Core EPS: $1.92 (est $1.81) - EPS: $1.88 - Net Income: $724M - Adjusted Net Income: $738M (est $688.7M)

$SNDK | Sandisk Q1 Earnings: - Revenue: $11,031M (est $10,639M) - Adjusted Operating Income: $8,871M (est $8,440M) - Adjusted Net Income: $7,624M (est $7,144M) - EPS: $52.6 - Adjusted Gross Margin: 85.1% - Adjusted EPS: $49.51 (est $46.2)

[转推] Evan reposted COINBASE $COIN JUST REPORTED Q3 EARNINGS - Revenue: $1.22B, missing expectations of $1.23B 🔴 - EPS: $2.51, beating expectations of -$0.06 🟢 - Transaction Rev: $590M (-44% YoY) - S&S Revenue: $570M (-20% YoY) - Adj EBITDA: $332.9M (-58% YoY) - Net Income: $718.7M - S&S Revenue: $550M-$630M Cuts FY26 Guidance: - Adj Expenses: $4.15B-$4.30B (from $4.25B-$4.60B) Key Updates: - Crypto Investment Portfolio: $715M net gain on crypto assets held for investment in Q3 - Prediction Markets: $200M+ annualized revenue (82% quarterly compound growth)

$MDLZ | Mondelez Q3 Earnings: - Adjusted Net Income: $992M (est $906.4M) - Adjusted EPS: $0.78 (est $0.71) - EPS: $1.02 - Net Income: $1,305M - Gross Margin: 39.4% - Had Recent Agreement To Acquire Undercover Snacks - Sees FY Organic Net Revenue Growth: 2% - Sees FY Adjusted EPS Growth: 0% To 5% - Currency Translation Estimated To Increase 2026 Net Revenue Growth By About 1.5% And Adjusted EPS By $0.04 - Expects 2026 Free Cash Flow Of Approximately $3B

$SBUX | Starbucks Q4 Earnings: - Net Revenue: $9.1B (est $9.23B) - Adjusted EPS: $0.80 - Adjusted Operating Margin: 14% (est 12.7%) - Comparable Sales: +7.2% (est +6.23%) - US Comparable Sales: +7.1% (est +6.51%) - International Comparable Sales: +0.9% (est +3.36%) - Ahead Of Schedule For Fiscal '28 Financial Framework

INTC imploding Revenue was $16.51 billion, missing ests $16.56 billion For Q4, the company expects an adjusted EPS of $0.25 on revenue of $15 billion to $16 billion. Analysts expected $0.45 and $17.29 billion

$MSTR | Strategy Q3 Earnings: - Revenue: $125.4M (est $128.4M) - Cash & Cash Equivalents: $2.50B (est $3.4B)

MONDELEZ SAYS IT REMAINS CONFIDENT IN DELIVERING STRONG EPS GROWTH FOR 2027, AND THAT UNDERCOVER SNACKS CEO DIANA LEVY WILL CONTINUE TO LEAD IT AS IT REMAINS STANDALONE WITHIN THE COMPANY’S NORTH AMERICA VENTURES UNIT - PREPARED REMARKS

$AMZN | Amazon Q3 Earnings: - Net Sales: $201.9B - EPS: $1.89 (est $1.91) - Operating Margin: 13.9% (est 12.9%) - AWS Net Sales: $45.98B (est $45.68B) - AWS Net Sales Ex FX: +39% (est +38%) - North America Net Sales: $112.85B (est $113B) - Physical Stores Net Sales: $5.71B (est $5.77B) - Free Cash Flow: Outflow Of $42.4B For TTM - Sees Q4 Net Sales: $240.0B To $247.0B (est $244.52B) - Sees Q4 Operating Income: $28.5B To $33.5B (est $32.99B)

$INTC | Intel Q3 Earnings: - Revenue: $16.51B (est $16.54B) - Adjusted EPS: $0.52 (est $0.41) - Adjusted Operating Margin: 19.6% (est 16.5%) - Adjusted Gross Margin: 44.1% (est 42.1%) - Client Computing Revenue: $8.10B (est $8.82B) - Intel Foundry Revenue: $6.70B (est $6.12B) - Data Centre & AI Revenue: $7.32B (est $6.61B) - Adjusted Free Cash Flow: $1.64B (est $2.98B) - Sees Q4 Revenue: $15B To $16B (est $17.05B) - Sees Q4 Adjusted Gross Margin: 38% (est 42.8%)

Sandisk Q1 results beat, with revenue up 378% on strong datacenter demand. Overview US memory chipmaker's fiscal Q1 revenue surged yr/yr, beating analyst expectations Adjusted EPS for fiscal Q1 beat analyst expectations Company announced eight-for-one stock split and repurchased $5 bln in shares Outlook Sandisk expects Q2 2027 revenue between $12.2 bln and $12.6 bln Company forecasts Q2 2027 non-GAAP diluted EPS of $55.00 to $57.00 pre-split Sandisk projects Q2 2027 non-GAAP gross margin of 84.5% to 85.5% Result Drivers DATACENTER DEMAND - Co said robust and growing demand for its products drove outpaced growth in its data center business EDGE MARKET GROWTH - Revenue from edge business increased 7% sequentially and 320% yr/yr CONSUMER SEGMENT DECLINE - Consumer revenue fell 29% sequentially and 39% yr/yr Company press release: Key Details Metric Beat/Miss Actual Consensus Estimate Q1 Revenue Beat $11.03 bln $10.64 bln (18 Analysts) Q1 Adjusted EPS Beat $49.51 $46.22 (18 Analysts) Q1 EPS $52.60 Q1 Adjusted Net Income Beat $7.62 bln $7.14 bln (16 Analysts) Q1 Adjusted Operating Income Beat $8.87 bln $8.44 bln (16 Analysts) Q1 Adjusted Gross Margin 85.10% Analyst Coverage The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 25 "strong buy" or "buy", 4 "hold" and no "sell" or "strong sell" The average consensus recommendation for the computer hardware peer group is "buy" Wall Street's median 12-month price target for SanDisk Corporation is $2,150.00, about 53% above its October 28 closing price of $1,404.77 The stock recently traded at 6 times the next 12-month earnings vs. a P/E of 12 three months ago Reuters Recommended Reads Oct 28 - SK Hynix unveils $75 billion shareholder return plan after posting record profit Oct 29 - Samsung sees AI chip shortage worsening, keeps investors in suspense on returns Oct 27 - Netherlands' ASM International Q3 revenue jumps on strong growth in memory sales For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com . (This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

SNDK: Revenue surged, data center demand accelerated, and Q2 guidance points to further growth. Q1 revenue reached $11.031B, up 23% QoQ, with GAAP diluted EPS of $52.60. Data center revenue rose 61% QoQ, and Q2 revenue guidance is $12.2B-$12.6B. The quarter also included $5.0B of share repurchases and an announced 8-for-1 stock split. Original document: Sandisk Corporation [SNDK] SEC 8-K Current Report — Oct. 29 2026

Amazon $AMZN CEO Andy Jassy just said "There has never been a trillion dollar revenue business, and we may have two of them in the next  5-10 years."

EDISON INTERNATIONAL Q3 CORE EPS $1.92, ABOVE ESTIMATE OF $1.81, WITH EPS $1.88, NET INCOME $724 MLN AND ADJUSTED NET INCOME $738 MLN, ABOVE ESTIMATE OF $688.7 MLN

COINBASE SEES Q4 SUBSCRIPTION & SERVICES REVENUE $550 MLN TO $630 MLN AND Q4 ADJUSTED EXPENSES $1.007 BLN TO $1.157 BLN, WITH Q4 TRANSACTION REVENUE AT ABOUT $165 MLN QUARTER-TO-DATE

COINBASE Q3 TRADING VOLUME $134.5 BLN, WITH CRYPTO TRADING VOLUME MARKET SHARE OF 10.7%, DOUBLED YOY, AND THE COMPANY SAYS Q3 REFLECTED SOFT CRYPTO MARKET CONDITIONS THOUGH MACRO HEADWINDS HAVE BEGUN TO SHIFT

COINBASE Q3 REVENUE $1.22 BLN, IN LINE WITH ESTIMATE, WITH ADJUSTED EBITDA $332.9 MLN, ABOVE ESTIMATE OF $282.9 MLN, TRANSACTION REVENUE $590 MLN AND SUBSCRIPTION & SERVICES REVENUE $570 MLN, BOTH ABOVE ESTIMATES

[转推] zerohedge reposted Goldman flagged the setup near the lows. Now one of the market's biggest positioning squeezes is playing out. [链接预览] Tech Stress Persists As Small Caps Come Roaring Back

investingLive Americas market news wrap: ECB holds, sources report says December hike

Intel forecasts Q4 revenue, profit below estimates amid prolonged PC slowdown; shares slump. Overview Semiconductor giant's Q3 revenue rose 21% yr/yr, slightly beating analyst expectations Adjusted EPS for Q3 more than doubled from a year ago Shares of the company were down about 20% in extended trading Outlook Q4 revenue forecast $15.0 bln-$16.0 bln vs estimate of $17.07 bln Q4 adjusted EPS forecast $0.25 vs estimate of $0.43 Q4 adjusted gross margin seen at 38.0% Sees PC slowdown continuing at least through H1 2027 Result Drivers SUPPLY EXPANSION - Co said revenue growth was driven by expanded supply and improved execution, per CEO Lip-Bu Tan DATA CENTER DEMAND - Co reported strongest data center revenue growth in 15 years, per CFO David Zinsner PC WEAKNESS - Client Computing and Physical AI revenue down 5% to $8.1 bln Company press release: Key Details Metric Beat/Miss Actual Consensus Estimate Q3 Revenue Slight Beat* $16.50 bln $16.47 bln (33 Analysts) Q3 Adjusted EPS $0.52 Q3 EPS $0.60 Q3 Gross Margin 43% *Applies to a deviation of less than 1%; not applicable for per-share numbers. Analyst Coverage The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 15 "strong buy" or "buy", 33 "hold" and 1 "sell" or "strong sell" The average consensus recommendation for the semiconductors peer group is "buy." Wall Street's median 12-month price target for Intel Corp is $110.00, about 15.1% above its October 28 closing price of $95.53 The stock recently traded at 46 times the next 12-month earnings vs. a P/E of 107 three months ago Reuters Recommended Reads Oct 29 - Intel signals slower growth as PC market remains under pressure Oct 29 - Samsung sees AI chip shortage worsening, keeps investors in suspense on returns Oct 28 - Chipmaker SK Hynix to return $75 billion to shareholders after record profit For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com . (This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

Intel Q3 Revenue Rises 21% to $16.5 Billion; Non-GAAP EPS $0.52. Intel reported third-quarter 2026 revenue of $16.5 billion, up 21% year over year, and diluted earnings per share attributable to Intel of $0.60. Non-GAAP diluted EPS was $0.52. The company forecast fourth-quarter revenue of $15.0 billion to $16.0 billion and GAAP diluted EPS of $0.10. Financial Highlights Revenue was $16.513 billion, compared with $13.653 billion in the year-ago quarter. Gross profit was $7.096 billion; gross margin was 43.0%. Non-GAAP gross margin was 44.1%. Operating income was $2.522 billion, compared with $683 million a year earlier. Net income attributable to Intel was $3.320 billion, compared with $4.063 billion in the prior-year quarter. Non-GAAP diluted EPS attributable to Intel was $0.52, compared with $0.23 a year earlier. Business Highlights Intel cited robust CPU demand and identified increasing supply for its Xeon family as an immediate priority. Management said the PC slowdown is expected to continue at least through the first half of next year. Intel announced a multiyear collaboration with Oracle to expand Xeon-based computing on Oracle Cloud Infrastructure, including planned offerings powered by the Diamond Rapids server processor. The company shared technical details on its GPU D-series and highlighted Xeon rack designs and software ecosystem developments. It also demonstrated Meta’s Muse Spark Open running on its upcoming GPU and Xeon platforms. Intel announced plans to acquire Classiq to combine its quantum software synthesis platform with Intel’s spin-qubit manufacturing and software expertise. Intel released the Intel 14A 0.9 process design kit and announced collaborations with Lens Technology and ASML on advanced packaging and High-NA EUV manufacturing readiness. Original SEC Filing: INTEL CORP [ INTC ] - 8-K - Oct. 29, 2026

Aehr Test Systems adds Narsing Vijayrao to board and Compensation Committee. Aehr Test Systems appointed Narsing Vijayrao to its Board and Compensation Committee, effective October 28, 2026. Individual Narsing Vijayrao Role Director; Compensation Committee member Type of Change Appointed to the Board and Compensation Committee Effective Date October 28, 2026 Reason Not disclosed Replacement Info Not applicable Background Details Approximately 30 years in infrastructure, AI and semiconductor technologies; most recently Meta’s Vice President of Infrastructure. Board/Committee Role Changes Board term runs until the next annual shareholder meeting. Compensation/Agreement Terms $65,000 annual cash retainer; initial $140,000 RSU grant vesting quarterly over four years; eligible for annual $140,000 RSU grants vesting quarterly over one year, subject to continued service. Standard director indemnification agreement. Original SEC Filing: AEHR TEST SYSTEMS [ AEHR ] - 8-K - Oct. 29, 2026

SNDK: AI-driven NAND demand powered record results and a strong Q2 revenue outlook. Fiscal Q1 revenue reached $11.0B with 85.1% non-GAAP gross margin and $49.51 non-GAAP EPS. AI-driven datacenter demand, long-duration NBM commitments, and Q2 revenue guidance of $12.2B–$12.6B underpin the outlook. Original document: Sandisk Corporation [SNDK] Slides Release — Oct. 29 2026

DEPARTMENT OF ENERGY SAYS IT HAS REINSTATED THE EASTMAN AWARD TO ADVANCE U.S. MANUFACTURING LEADERSHIP AND STRENGTHEN THE DOMESTIC RECYCLED PLASTICS SUPPLY CHAIN

$COIN Coinbase Q3 Earnings Revenue $1.22B, est. $1.22B Adjusted EBITDA $332.9M, est. $282.9M Transaction revenue $590M, est. $575M Subscription & Services revenue $570M, est. $564M Trading volume $134.5B Crypto trading volume market share 10.7%, doubled y/y Q3 reflected soft crypto market conditions Macro headwinds have begun to shift Sees Q4 Subscription & Services revenue $550M to $630M Sees Q4 adjusted expenses $1.007B to $1.157B Sees Q4 transaction expenses in mid-teens % of revenue Q4 transaction revenue approximately $165M quarter-to-date

Intel beats Q3 profit forecasts, but weak Q4 guidance and PC outlook weigh. Share price drops.

【最新内容：Evan @StockMKTNewz · 2026-10-29T20:12:19.000Z】 Reddit $RDDT stock is initially down by 12% in after-hours following its earnings 🔴 【引用内容：WOLF @WOLF_Financial · 2026-10-29T20:09:37.000Z】 REDDIT $RDDT JUST REPORTED Q3 EARNINGS - Revenue: $895M, beating expectations of $878.4M 🟢 - EPS: $1.40, beating expectations of $1.35 🟢 - Adj EBITDA: $402M (+70% YoY) - DAUq: 130.3M (+12% YoY) - U.S. DAUq: 50.7M (-2% YoY) - Intl DAUq: 79.6M (+24% YoY) Q4 Guidance: - Revenue:

INTC: DCAI and Foundry growth lifted revenue 21%, offsetting weaker CCPG and a slowing PC market. Q3 revenue grew 21% YoY, led by DCAI and Foundry, while CCPG declined. Adjusted EPS rose to $0.52; guidance points to softer Q4 revenue and continued PC weakness into H1 2027. Original document: Intel Corporation [INTC] SEC 8-K Current Report — Oct. 29 2026

Sandisk: Announced Eight-for-One Forward Stk Split, Effective Nov 19 >SNDK

KLA 1Q FY2027: Revenue $4.14B, Net income $1.55B, EPS $1.18— 10-Q Summary. KLA reported first-quarter fiscal 2027 revenue of $4.14B, up 29% year over year, while net income rose 38% to $1.55B and diluted EPS increased 39% to $1.18. Growth was supported by demand across leading-edge memory, foundry and logic, and advanced packaging. Financial Highlights Metric Current quarter Prior year quarter YoY change Revenue¹ $4.14B $3.21B 28.9% Net income² $1.55B $1.12B 38.1% Diluted EPS³ $1.18 $0.85 38.8% ¹ Reported as “Total revenues”. ² Reported as “Net income”. ³ Reported as “Diluted income per share”. Business Highlights Revenue increased 13% sequentially and 29% year over year, driven by demand in leading-edge memory, foundry and logic, and advanced packaging. Data-center investment and AI adoption supported customer demand, while EUV, advanced nodes, and complex packaging are increasing process-control needs. China revenue rose 49% sequentially. Semiconductor Process Control grew 15%, while Specialty Semiconductor Process declined 13% on shipment timing. Service revenue increased 4% sequentially and 14% year over year, supported by a larger installed base and demand for ongoing tool support. KLA expects continued revenue growth and is expanding manufacturing capacity and production to meet demand; tariffs and delivery timing remain risks. Original SEC Filing: KLA CORP [ KLAC ] - 10-Q - Oct. 29, 2026

【最新内容：zerohedge @zerohedge · 2026-10-29T20:11:02.000Z】 not gonna work this time either *AMAZON 3Q EPS $1.89, EST. $1.97 【引用内容：zerohedge @zerohedge · 2026-10-29T19:21:09.000Z】 "Why Does This Stock Never Work?": Everything You Need To Know Ahead Of Amazon Earnings https://zerohedge.com/markets/why-does-stock-never-work-everything-you-need-know-ahead-amazon-earnings…

Sandisk 1Q Rev $11.03B >SNDK

Sandisk Sees 2Q Rev $12.2B-$12.6B >SNDK

【最新内容：Evan @StockMKTNewz · 2026-10-29T20:11:00.000Z】 Twilio $TWLO stock is down by 15% in after-hours following its earnings 【引用内容：WOLF @WOLF_Financial · 2026-10-29T20:09:42.000Z】 TWILIO $TWLO JUST REPORTED Q3 EARNINGS - Revenue: $1.56B, beating expectations of $1.51B 🟢 - Adj EPS: $1.65, beating expectations of $1.47 🟢 - Adj Op. Income: $326M (+39% YoY) - FCF: $369.6M (+49% YoY) - Organic Revenue Growth: +16% YoY Q4 Guidance: - Revenue: $1.60B-$1.61B,

MONDELEZ SEES FY ORGANIC NET REVENUE GROWTH OF 2% AND FY ADJUSTED EPS GROWTH OF 0% TO 5%, EXPECTS 2026 FREE CASH FLOW OF ABOUT $3 BLN, AND NOTES A RECENT AGREEMENT TO ACQUIRE UNDERCOVER SNACKS

MONDELEZ Q3 ADJUSTED EPS $0.78, ABOVE ESTIMATE OF $0.71, WITH ADJUSTED NET INCOME $992 MLN, ABOVE ESTIMATE OF $906.4 MLN, EPS $1.02, NET INCOME $1,305 MLN AND GROSS MARGIN 39.4%

SANDISK ANNOUNCES EIGHT-FOR-ONE STOCK SPLIT EFFECTIVE NOV 19.

AXTI: Record revenue and stronger margins reflect surging InP demand and expanded capacity. Record Q3 revenue of $73.4M rose 54% QoQ and 162% YoY on strong InP demand. GAAP gross margin reached 56.0%, and net income was $25.7M; management cited expanded capacity and a more than fourfold increase in the 2026 InP revenue opportunity. Original document: AXT Inc [AXTI] SEC 8-K Current Report — Oct. 29 2026

Semiconductor materials licenser Atomera posts Q3 net loss. Overview Semiconductor materials licenser reported no revenue and a net loss for Q3 2026 Q3 adjusted EBITDA loss widened slightly from a year earlier Company increased customer engagements and signed joint development agreement with IQE Outlook Atomera did not provide specific financial guidance or outlook for future periods in its press release Result Drivers CUSTOMER ENGAGEMENTS - Co expanded customer engagements in advanced logic and memory segments, citing demand driven by AI TECHNOLOGY INTEREST - Nano-scale diffusion blocking work for gate-all-around transistors generated interest from foundries and memory designers, per CEO JOINT DEVELOPMENT AGREEMENT - Co signed joint development agreement with IQE to advance GaN-on-silicon commercialization Company press release: Key Details Metric Beat/Miss Actual Consensus Estimate Q3 Net Loss $6.006 mln Q3 Loss Per Basic Share $0.15 Q3 Operating Expenses $6.33 mln Q3 Operating Income -$6.33 mln Analyst Coverage The one available analyst rating on the shares is "buy" The average consensus recommendation for the semiconductors peer group is "buy" Wall Street's median 12-month price target for Atomera Inc is $10.00, about 232.2% above its October 28 closing price of $3.01 Reuters Recommended Reads Oct 28 - FormFactor Q3 revenue beats analyst estimates on Foundry & Logic sequential segment strength Oct 28 - Cohu Q3 sales, profit beat analyst estimates on demand for Eclipse thermal solutions Oct 28 - Taiwan's UMC Q3 revenue rises on wafer shipments growth For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com . (This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

Sandisk Announces Eight-For-One Stock Split Effective Nov 19.

【最新内容：Evan @StockMKTNewz · 2026-10-29T20:08:51.000Z】 Amazon $AMZN stock is initially down by 6.69% in after-hours following its earnings 🔴 【引用内容：Evan @StockMKTNewz · 2026-10-29T20:01:51.000Z】 AMAZON $AMZN JUST REPORTED EARNINGS EPS of $1.89 beating expectations of $1.97 🔴 Revenue of $201.9B missing expectations of $202.2B🔴

STRATEGY Q3 REVENUE $125.4 MLN, BELOW ESTIMATE OF $128.4 MLN, WITH CASH AND CASH EQUIVALENTS $2.50 BLN, BELOW ESTIMATE OF $3.4 BLN

INTC: Q3 beat outlook as server demand strengthened and memory shortages pressured PCs. Q3 revenue rose 20.9% YoY to $16.5B, with non-GAAP margin and EPS above outlook. Server CPU demand and foundry execution improved, while memory shortages pressured the PC market. Original document: Intel Corporation [INTC] Slides Release — Oct. 29 2026