Captain's Watch
2026.08.05 09:41

Palantir surged 29%, but AMD fell more than 8% pre-market. With SanDisk and Western Digital reporting tonight, can the AI hardware rally survive?

Applications and hardware rallied overnight, but AMD reversed after earnings. Tonight's ADP and ISM data, followed by SNDK and WDC results, will show whether investors still want to bet on AI hardware.

Related stocks: $Palantir Tech(PLTR.US)$Arm(ARM.US)$AMD(AMD.US)$Micron Tech(MU.US)$Sandisk(SNDK.US)$Western Digital(WDC.US)

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