Anthropic2026-10-01 22:48:10Source says Anthropic set to hold pre-IPO investor day on Oct. 14According to BlockBeats, a source said Anthropic is scheduled to hold a pre-IPO investor day on Oct. 14. The brief did not include further details on the event’s location, agenda, participants, or any timeline tied to a potential initial public offering. No additional information on fundraising, valuation, or listing plans was provided in the source material. The report was published by BlockBeats on Oct. 2.40
SanDisk2026-08-14 02:00:00SanDisk shares jump after investor day sets aggressive long-term margin and growth targetsSanDisk laid out an aggressive long-term financial model at its 2026 investor day, telling investors it expects mid- to high-double-digit revenue growth from fiscal 2028 through fiscal 2030, alongside roughly 80% non-GAAP gross margin and about 75% operating margin. The company also said it would manage sellable bit output based on profitability rather than volume alone, and return 100% of excess cash to shareholders after funding business investment needs. The market reacted quickly. SanDisk rose as much as 17.6% intraday on Thursday and finished up nearly 14%. Other storage names moved higher as well, with SK Hynix and Western Digital up more than 7%, Seagate Technology up nearly 5%, and Micron Technology gaining more than 4%. Management also pointed to a shift in the NAND business model. SanDisk said it has signed new business model agreements with eight customers, covering about 50% of fiscal 2027 bit shipments and about two-thirds of fiscal 2028 bit shipments. The company tied its confidence to AI inference demand, projected enterprise data center flash TAM at 1.2 zettabytes by 2030, and highlighted work on high-bandwidth flash and newer BiCS technologies.1720
