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Sandisk: A Better Business Is Emerging From The AI Boom

Sandisk: A Better Business Is Emerging From The AI Boom

Sandisk is shifting its business mix toward enterprise SSDs and AI infrastructure, building a more resilient earnings base through long-term contracts. SNDK has secured $93.9 billion in minimum revenue commitments, with over half of 2027 and two-thirds of 2028 bit production contractually obligated at floor pricing. Datacenter revenue more than doubled, now 38% of bits shipped; adjusted gross margin reached 84.6%, and fiscal 2026 EPS was $70.88.

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Club Offers for Travel Enthusiasts in Canada

Club Offers for Travel Enthusiasts in Canada

TORONTO, Aug. 9, 2026 /PRNewswire/ -- Travelzoo® (NASDAQ: TZOO), the club for travel enthusiasts, announces four of many new Club Offers for Club Members in Canada. Rigorously vetted and negotiated for us travel enthusiasts: $799—PORTUGAL COASTAL GETAWAY WITH FLIGHTSThe Algarve's golden beaches and charming villages await with this five-night holiday.

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Spotify Technology Q2 Earnings Call Highlights

Spotify Technology Q2 Earnings Call Highlights

Spotify Technology NYSE: SPOT reported second-quarter results marked by accelerating revenue growth, record gross margin and subscriber growth that pushed its Premium base above 300 million for the first time.

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Suburban Propane Partners Q3 Earnings Call Highlights

Suburban Propane Partners Q3 Earnings Call Highlights

Suburban Propane Partners NYSE: SPH reported a wider adjusted net loss and lower adjusted EBITDA for its fiscal 2026 third quarter, as unusually warm April weather reduced heating-related propane demand. The partnership said continued growth in agricultural, industrial and national-account customers helped offset some of the weather-driven volume pressure.

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Spectrum Brands Q3 Earnings Call Highlights

Spectrum Brands Q3 Earnings Call Highlights

Spectrum Brands NYSE: SPB reported third-quarter fiscal 2026 sales growth across all three of its business units, led by a record quarter in Home & Garden, while raising its outlook for adjusted EBITDA growth excluding tariff refunds.

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Solventum Q2 Earnings Call Highlights

Solventum Q2 Earnings Call Highlights

Solventum NYSE: SOLV reported second-quarter results that exceeded its internal expectations, supported by broad-based segment performance, planned order activity ahead of an ERP cutover and a tariff refund benefit. The company also announced plans to separate its Health Information Systems, or HIS, business as part of a broader effort to sharpen its focus on medical technology markets.

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South Bow Q2 Earnings Call Highlights

South Bow Q2 Earnings Call Highlights

South Bow NYSE: SOBO said its second-quarter results reflected strong operating performance and elevated demand on the U.S. Gulf Coast portion of its Keystone Pipeline System, prompting the company to raise its 2026 financial outlook while advancing major expansion projects.

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Smith & Nephew SNATS Q2 Earnings Call Highlights

Smith & Nephew SNATS Q2 Earnings Call Highlights

Smith & Nephew SNATS NYSE: SNN reported second-quarter underlying revenue growth of 1.6%, below management's expectations, as continued strength in Sports Medicine and ENT was offset by weakness in U.S. Orthopaedics and Advanced Wound Bioactives.

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SharkNinja Q2 Earnings Call Highlights

SharkNinja Q2 Earnings Call Highlights

SharkNinja NYSE: SN reported second-quarter 2026 results marked by accelerating sales growth, higher adjusted earnings and a raised full-year outlook, as the company cited broad demand across domestic and international markets, product categories and sales channels.

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SmartRent Q2 Earnings Call Highlights

SmartRent Q2 Earnings Call Highlights

SmartRent NYSE: SMRT reported second-quarter results marked by accelerating core revenue growth, higher recurring software revenue and expanded margins, as the smart-home technology provider continued to execute its Vision 2028 strategy.

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NuScale Power Q2 Earnings Call Highlights

NuScale Power Q2 Earnings Call Highlights

NuScale Power NYSE: SMR said it is preparing for commercial deployment of its small modular reactor technology, citing regulatory approvals, supplier agreements, fuel readiness and a strengthened liquidity position as demand rises for carbon-free power from data centers, industrial users and utilities.

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Intel Foundry Lands a Major New Client Worth Watching

Intel Foundry Lands a Major New Client Worth Watching

Intel will manufacture Fortinet's next-generation Security Processor 6. The deal could help Intel challenge TSMC's dominance, particularly with security chips.

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Smartstop Self Storage REIT Q2 Earnings Call Highlights

Smartstop Self Storage REIT Q2 Earnings Call Highlights

Smartstop Self Storage REIT NYSE: SMA reported second-quarter operating results that included same-store revenue growth, lower operating expenses and higher funds from operations, while raising portions of its full-year outlook.

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SM Energy Q2 Earnings Call Highlights

SM Energy Q2 Earnings Call Highlights

SM Energy NYSE: SM reported second-quarter results that reflected its first full quarter as a combined company, highlighting merger synergies, debt reduction, free-cash-flow generation and an increased production outlook for the second half of 2026.

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Sylvamo Q2 Earnings Call Highlights

Sylvamo Q2 Earnings Call Highlights

Sylvamo NYSE: SLVM reported second-quarter adjusted EBITDA of $60 million, more than double the $29 million recorded in the first quarter, as the company implemented uncoated freesheet paper price increases across its regions. Adjusted operating earnings were $0.03 per share, while free cash flow was negative $23 million, an improvement of $36 million sequentially.

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