Updated 3 September 2026. Broadcom (AVGO) reported fiscal Q3 2026 after the close on 2 September. Revenue rose 86% to $29.6 billion and adjusted EPS came in at $3.32 against a $3.24 consensus. AI semiconductor revenue more than tripled to $16.7 billion, up 221% year over year. The stock closed the regular session at $367.24
SanDisk did not rise 2,969% because the world suddenly bought more flash memory. It rose because the world paid roughly three times as much for very nearly the same amount of it. That distinction is the whole article, and it is not a matter of interpretation: SanDisk’s own annual report says total products sold grew
Apple’s new chief executive is paid on a tighter leash than the man he replaces. The Form 8-K/A Apple filed on 1 September 2026 — timestamped 16:30:35 New York time, half an hour after the closing bell — set John Ternus‘s salary at $3 million and his fiscal 2027 target equity award at $55 million,
Updated 2 September 2026. Dell (NYSE: DELL) closed at $425.00 on Tuesday 1 September, down 6.80% into the print, then reported Q2 FY2027 after the close: revenue $47.0 billion (+58%), non-GAAP EPS $7.04 (+203%), AI server backlog a record $95 billion, and full-year guidance raised to $192 billion of revenue and $25.50 of EPS. The
The $16.68 billion child-safety settlement that dominated Meta Platforms headlines in late August is the cheapest number on the company’s page, and the market spent the month re-pricing the wrong liability. Reuters reported on 26 August 2026 that Meta will pay up to $18bn over the next decade — maximum payments of about $16.7bn to
The consensus story about Samsung Electronics is that you buy it for the memory supercycle. That story is incomplete, and the part everyone is missing is not in the earnings headline — it is in the cash-flow appendix. Samsung’s FY2024–2026 shareholder return policy commits the company to returning 50% of free cash flow, and that
The Cboe Volatility Index stood at 14.92 at the 31 August 2026 close. That is a low-volatility reading: it sits near the bottom of Cboe’s 52-week range of 13.38 to 35.30 and below the index’s long-run norms. For an FX or metals trader, that number is useful but narrow. The VIX measures the price of
Microsoft is not an expensive stock that got more expensive. Over the past 52 weeks MSFT has returned 1.34% while fiscal 2026 revenue grew 17.7% and diluted EPS grew roughly 25% — the multiple did the falling, not the business. That is the first thing to understand about any Microsoft MSFT stock prediction made at
Palantir is not an AI infrastructure company, and almost every valuation argument made about it — bullish and bearish — quietly assumes it is. Here is the number that settles it: in the June 2026 quarter Palantir spent $14.55m on capital expenditure. Microsoft spent $35.80bn in the same three months. That is 2,461 times more
The IREN revenue miss is the least interesting number the company published this week. Wall Street spent Friday marking the stock down 12.53% to $35.45 because fiscal fourth-quarter revenue came in at $137.2 million rather than the roughly $157 million some models carried. That $20 million gap is a rounding error next to what IREN