WS #14030

From 500 msgs · 7 key-dev

Sandisk investor day targeting ~80% gross margins lifts memory complex (MU, WDC); AMAT beats but stock falls ~4% after hours. Silver Lake in talks to take Workday private at $43B valuation, stock jumps ~17-19%. Cerebras reports major Q2 miss (EPS -$2.98 vs -$1.41 expected), stock falls ~12%.

AI memory and semis surge

Sandisk investor day targeting ~80% gross margins lifts memory complex (MU, WDC); AMAT beats but stock falls ~4% after hours.

Silver Lake in talks to take Workday private at $43B valuation, stock jumps ~17-19%.

Cerebras reports major Q2 miss (EPS -$2.98 vs -$1.41 expected), stock falls ~12%.

Full world state #14030