WS #14078
Applied Materials posts record revenue and strong AI-driven demand, but stock falls on margin concerns; AMD eyes $5B debt sale for AI expansion; Sandisk surges 70% in two weeks on memory cycle. Reddit jumps 11% on S&P 500 inclusion, and potential Silver Lake-Workday deal puts a floor under software stocks, signaling renewed confidence in tech.
AI infrastructure and semiconductor earnings
Applied Materials posts record revenue and strong AI-driven demand, but stock falls on margin concerns; AMD eyes $5B debt sale for AI expansion; Sandisk surges 70% in two weeks on memory cycle.
Reddit jumps 11% on S&P 500 inclusion, and potential Silver Lake-Workday deal puts a floor under software stocks, signaling renewed confidence in tech.