Reading List
The most recent articles from a list of feeds I subscribe to.
Sandisk reports Q2 revenue up 61% YoY to $3.03B, vs. $2.69B est., and net income up 672% to $803M, as AI drives demand upward; SNDK jumps 11%+ after hours (Elias Schisgall/Wall Street Journal)
Elias Schisgall / Wall Street Journal:
Sandisk reports Q2 revenue up 61% YoY to $3.03B, vs. $2.69B est., and net income up 672% to $803M, as AI drives demand upward; SNDK jumps 11%+ after hours — Data storage technology company posts second-quarter profit of $803 million, up from $104 million a year earlier
Apple reports Q1 revenue from Services, which includes the App Store, Apple Pay, Apple TV, Apple Music, and iCloud, up 14% YoY to $30B, in line with estimates (Todd Spangler/Variety)
Todd Spangler / Variety:
Apple reports Q1 revenue from Services, which includes the App Store, Apple Pay, Apple TV, Apple Music, and iCloud, up 14% YoY to $30B, in line with estimates — Apple booked a record haul for the December 2025 quarter thanks to a spike in iPhone sales, while its services business continued to boom …
Apple reports Q1 revenue up 16% YoY to $143.76B, vs. $138.48B est., net income up 16% to $42.1B, and China net sales up 38% to $25.53B (Kif Leswing/CNBC)
Kif Leswing / CNBC:
Apple reports Q1 revenue up 16% YoY to $143.76B, vs. $138.48B est., net income up 16% to $42.1B, and China net sales up 38% to $25.53B — Apple reported fiscal first-quarter earnings on Thursday that surpassed expectations, with revenue soaring 16% on an annual basis.
Apple Q1: iPhone up 23% YoY to $85.27B, vs. $78.65B est., Mac down 7% to $8.39B, iPad up 6% to $8.6B, and Wearables, Home, and Accessories down 2% to $11.49B (Apple)
Apple:
Apple Q1: iPhone up 23% YoY to $85.27B, vs. $78.65B est., Mac down 7% to $8.39B, iPad up 6% to $8.6B, and Wearables, Home, and Accessories down 2% to $11.49B — All-time records for total company revenue and EPS — iPhone and Services revenue reach new all-time highs
Microsoft shares fell ~10% on Thursday following an earnings report that disappointed some investors, the stock's sharpest daily decline since March 2020 (Jordan Novet/CNBC)
Jordan Novet / CNBC:
Microsoft shares fell ~10% on Thursday following an earnings report that disappointed some investors, the stock's sharpest daily decline since March 2020 — Microsoft shares slid about 10% on Thursday following an earnings report that disappointed some investors, prompting the stock's sharpest daily decline since March 2020.