Sandisk (SNDK) stock rebounds after early dip as AI memory shortage talk keeps traders buying

Shares of Sandisk Corp rose 2.9% to $388.33 in early trading on Monday after slipping as much as 5.1% earlier in the session, a reminder of how jumpy this tape has become. The stock traded between $358 and $389.35.

HCLTech Q3 results are out: Revenue beats estimates, profit drops and FY26 guidance narrows

HCLTech Q3 results are out: Revenue beats estimates, profit drops and FY26 guidance narrows

HCLTech reported a stronger-than-expected jump in third-quarter revenue on Monday, but a one-off expense linked to India’s new labour laws dragged profit below estimates. The company trimmed its fiscal 2026 revenue growth forecast to 4% to 4.5%, down from the previous range of 3% to 5%. Revenue climbed 13.3% to 338.72 billion rupees, while profit slipped 11.2% to 40.76 billion rupees, weighed down by a 9.56 billion-rupee charge, the firm said.
Reliance Industries stock set for Monday test after Ambani’s ₹7 trillion Gujarat pledge, Jio AI push

Reliance Industries stock set for Monday test after Ambani’s ₹7 trillion Gujarat pledge, Jio AI push

Reliance Industries Ltd will draw attention when Indian markets open Monday, after chairman Mukesh Ambani committed ₹7 trillion in investments across Gujarat over the next five years. He revealed a major push into clean energy and data centres, including what he described as India’s largest AI-ready data centre in Jamnagar. The announcement came during a state business conference on Sunday.
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#1 STRONG BUY

Kodiak Gas Services

NYSE:KGS • Energy infrastructure 88/100 • ★★★★☆
#2 STRONG BUY

Neurocrine Biosciences

NASDAQ:NBIX • Healthcare 87/100 • ★★★★☆
#3 STRONG BUY

Alphabet Class A

NASDAQ:GOOGL • Communication services 85/100 • ★★★★☆
#4 BUY ON WEAKNESS

Applied Materials

NASDAQ:AMAT • Semiconductor equipment 84/100 • ★★★★☆
#5 ACCUMULATE

JPMorgan Chase

NYSE:JPM • Financials 80/100 • ★★★★☆
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