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Sandisk Q2 FY 2026 Revenue Beats on AI Storage Demand
February 3, 2026
Article
Article

Sandisk Q2 FY 2026 Revenue Beats on AI Storage Demand

Futurum Research analyzes Sandisk’s Q2 FY 2026 results, focusing on AI-driven data center SSD momentum, supply discipline with LTAs, and a premium mix in edge and consumer that supports margin expansion heading...
SpaceX Acquires xAI: Rockets, Starlink, and AI Under One Roof
February 3, 2026
Article
Article

SpaceX Acquires xAI: Rockets, Starlink, and AI Under One Roof

Nick Patience, VP and Practice Lead for AI Platforms at Futurum, analyzes SpaceX's acquisition of xAI, examining the financial rationale, valuation metrics, and competitive implications for AI and satellite infrastructure...
Western Digital Q2 FY 2026 Results Beat on Cloud HDD Demand
February 3, 2026
Article
Article

Western Digital Q2 FY 2026 Results Beat on Cloud HDD Demand

Futurum Research analyzes Western Digital’s Q2 FY 2026, focusing on cloud nearline momentum, UltraSMR adoption, and roadmap progress in HAMR/ePMR, with LTAs and pricing discipline shaping outlook....
KLA Corporation Q2 FY 2026 Results Beat on AI-Led Demand
February 3, 2026
Article
Article

KLA Corporation Q2 FY 2026 Results Beat on AI-Led Demand

Futurum Research at Futurum analyzes KLA’s Q2 FY 2026 results, highlighting AI-driven inspection intensity, services scale, and advanced packaging momentum, with guidance tempered by supply constraints and DRAM cost headwinds....

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