$1,403.340
-74.798 (-5.33%)收盤時
SNDK 資訊
SNDK 事件
Sandisk Shares Down, Mixed Options Sentiment
Cboe data shows mixed options sentiment in Sandisk Corporation (SNDK), with shares down $31.03 near $1456.20. Options volume roughly in line with average with 94k contracts traded and calls leading puts for a put/call ratio of 0.67, compared to a typical level near 0.69. Implied volatility (IV30) is higher by 4.2 points near 68.46,in the lowest 10% of observations over the past year, suggesting an expected daily move of $62.80. Put-call skew steepened, indicating increased demand for downside protection.Looking ahead: Sandisk Corporation (SNDK) will report earnings after the close on None.Option markets are pricing in a 50% probability of a move greater than 0.0% or $0.00.
Nasdaq Falls 0.4%, WTI Crude Rises to $93
Escalating geopolitical tensions and a more wobbly AI trade was the story of the day on Monday, with Tech-heavy Nasdaq Composite following 0.4% and S&P 500 finishing the day down by a decimal.WTI crude oil was up for the third consecutive day, rising above $93 per barrel as attack on a Saudi airport by Iran-backed Houthi militia - followed by a strong rebuke of the strike from the White House - threatened to draw the US into the Saudi-Yemen conflict and further destabilize the Middle East. Energy was the best-performing sector in the S&P 500, followed closely by Consumer Staples stocks.Technology was the worst performing area of the market, as the basket of stocks most closely associated with the AI buildout drove the retreat. Communication Equipment and Semiconductor Equipment and Materials saw outsized selling, with stocks like Ciena, Lumentum, Corning, and Sandiskregistering some of the biggest daily declines in the S&P 500 on Monday.In the opening hour of the evening session, index futures are slightly lower, with S&P e-minis down by a decimal and the Nasdaq 100 contract off by 0.2%. Q3 earnings season kicks off on Tuesday with high-profile earnings from large financials, including JPMorgan Chaseand Goldman Sachs.Check out this evening's top movers from around Wall Street, compiled by The Fly.HIGHER AFTER EARNINGS -Nurix Therapeuticsup 4.1%ALSO HIGHER -Navitas Semiconductorup 4.3% after announcing a partnership with Nvidia on power delivery boardFormFactorup 3.6% after announcing a $300M investment from TeraDyneImmuCellup 2.2% after Q3 revenue pre-announcementLOWER -Syndax Pharmaceuticalsdown 19.4% after idiopathic pulmonary fibrosis study did not meet endpointSix Flags Entertainmentdown 11.9% after report of rollercoaster fatality in Georgia
Nasdaq Composite Falls 1.3% as Tech Stocks Struggle
S&P 500 slipped for the second consecutive day while losses on the tech-dominant Nasdaq Composite accelerated, with the index finishing lower by 1.3% on Thursday. Technology was by far the worst-performing sector in the benchmark S&P as AI buildout theme was thumped by a Financial Times report, stating that OpenAI's annualized revenues were closer to $50B at the end of September - well below the $70B figure previously circulated. Micron, Sandisk, Intel, Broadcom, Seagate, AMDand Oraclewere among the 20 worst stocks in the S&P 500, with losses of at least 4%. Meanwhile, software and IT services stocks such as Accentureand Gartner- names viewed to be most exposed to AI disruption - rallied by at least 5%.In the opening hour of the evening session, S&P e-minis and Nasdaq 100 contracts are up a decimal. In commodities, WTI Crude Oil was off the highs but still above $91 per barrel. Energy prices rallied sharply this morning on reports that U.S. may conduct heavy strikes on Iran before the US midterm elections.Check out this evening's top movers from around Wall Street, compiled by The Fly.HIGHER AFTER EARNINGS -Park Aerospace Corp.up 2.7%Oil-Dri Corporation of Americaup 1.0%ALSO HIGHER -XORTX Therapeuticsup 23.9% as company outlines anticipated clinical trial application for XRx-026Humanaup 12.7%, Clover Healthup 10.9% after CMS published 2027 MA - Medicare Part C - and Part D Star RatingsGinkgo Bioworks Holdings, Inc.up 1.0% after announcing it will provide autonomous lab access to NSF X-Labs researchersLOWER -AT&Tdown 6.6%, T-Mobiledown 6.6%, Verizondown 6.2% following announcement by SpaceXthat it has acquired a nationwide low-band spectrum license portfolio of up to 14 megahertz of paired spectrum in the 800 MHz band.Alignment Healthcaredown 23.1%, CVS Healthdown 3.1%, Cignadown 1.8%, Elevance Healthdown 1.6% after CMS published 2027 MA - Medicare Part C - and Part D Star RatingsBraemar Hotels & Resortsdown 3.3% after FY27 guidanceAmerican Expressdown 1.8% after announcing consent to Federal Reserve and OCC compliance orders
Google and Unity Partner to Launch New Gaming Platform
Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this daily recap compiled by The Fly.AI GAMING PLATFORM:Googleand Unityannounced a strategic partnership for a new, integrated gaming platform coming later this year designed to revolutionize the next era of gaming. Bringing together the power of Google AI, the reach of Google's billion user products, and the world-class game-building expertise of Unity, this initiative will put game creation in the hands of millions of new creators, and bring new experiences to billions of players worldwide. Google and Unity share a fundamental belief - that AI can open the opportunity of game creation to anyone with an idea for a game - and the two companies are teaming up to build that future together.The partnership unites Google's cutting-edge AI research with Unity's industry-leading engine technology to build something new: creation tools anyone can pick up, AI designed for interactive play, and a platform that is built for community driven features. To empower creativity for everyone, Google is deeply committed to working alongside Unity, uniting cutting-edge AI research with industry-leading engine technology. An essential part of this partnership is Google's experimental new Playground platform, available today, which allows users to generate and customize playable games using natural language prompts, with no coding required.Building on Playground, later this year Google and Unity will introduce an expanded creation experience called Unity Spark, a brand new product built from the ground up for a new generation of creators. Playground with Unity Spark will maintain an accessible interface while unlocking robust, professional-level mechanics, high-fidelity 3D capabilities, and the ultimate flexibility of the Unity runtime. This will ensure a comprehensive ecosystem where creators can start with a simple text prompt and eventually grow into building immersive, superlative experiences with Unity as the premier partner.SURFACE EVENT:At a Surface event, Microsoftintroduced laptop-capable AI coding model, noting that DeepSeek's V4 flash model can run on desktops and laptops with just 60 gigabytes of memory. The model outperforms GPT5 on some coding tasks, the company said during the event. Publicly traded companies in memory components include Micron, SanDisk, and SK Hynix.Microsoft also announced that Copilot can access documents and take actions on your PC using local AI models instead of Microsoft's cloud models. The company further said that Meta'sMuse AI model is coming to Windows soon. Microsoft added that Copilot features utilizing hybrid intelligence will launch over the coming months.BIOHUB:The U.S. government, Meta, Google DeepMind, and Isomorphic Labs are committing $1.8B to Biohub's effort to build standardized open biological datasets for AI training, including $300M from the tech companies and more than $500M from the Department of Energy, with additional NIH-funded datasets being incorporated, Reuters' Krystal Hu. The commitments follow the $500M that Biohub, a philanthropic venture of Meta CEO Mark Zuckerberg and his wife, Dr. Priscilla Chan, put into the project in April.PERSONAL AGENT PROTOCOL:Meta, Walmart, Stripe, and other companies are working to simplify the process of bringing AI technology into the business world, with plans to publish a "personal agent protocol," Kate Rooney of CNBC. AI startup Sierra CEO Bret Taylor, who is leading the initiative, told CNBC companies have a lot to do in order to determine how and when personal agents can access information. "Companies will know when it's a personal agent versus an actual person. For a lot of companies there's a risk: you don't want just a random bot that isn't acting on behalf of a person to have access to this service," Taylor said, according to CNBC.
Microsoft Introduces Laptop-Compatible AI Coding Model
At a Surface event, Microsoft (MSFT) introduced laptop-capable AI coding model, noting that DeepSeek's V4 flash model can run on desktops and laptops with just 60 gigabytes of memory. The model outperforms GPT5 on some coding tasks, the company said during the event. Publicly traded companies in memory components include Micron (MU), SanDisk (SNDK), and SK Hynix (SKHY).
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