Sandisk beats, shares slip

Sandisk beats, shares slip

From Wall Street Breakfast by Seeking Alpha

May 1, 2026 · 6 min

About this episode

The episode discusses Sandisk's impressive Q3 revenue results, Apple's iPhone revenue, and Blue Owl's stake sale in SpaceX.

Sandisk (SNDK) Q3 revenue shatters estimates as it surges 252%. (00:18) Apple (AAPL) slips as iPhone revenue nears $57B during Q2; ups dividend, adds $100B buyback . (01:17) Blue Owl (OWL) sold half of SpaceX's stake at a $1.25T valuation. (02:41) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: TWLO, ROKU, RBLX, and more Senators ban themselves from betting in prediction markets Huawei expects AI chip sales to surge at least 60% in 2026: report U.S. seeks to deploy hypersonic missile for possible use against Iran - report Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .

People in this episode

Host: Seeking Alpha

Topics covered

  • earnings report
  • stock market
  • technology news
  • investment analysis
  • corporate announcements

Keywords

  • Sandisk
  • Apple
  • Blue Owl
  • SpaceX
  • earnings
  • dividend
  • buyback
  • stock market
  • investment

Mentioned in this episode

Organizations: Sandisk, Apple, Blue Owl, SpaceX, Huawei, Seeking Alpha Premium

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