Corporate Performance

Major retailers are delivering Q4 earnings beats while issuing cautious forward guidance, driven by margin compression from rising operational expenses. 1-800-FLOWERS.COM's gross margin fell from 43.3% to 42.1% as operating expenses climbed $7.9M year-over-year, while February wholesale inflation rose 0.7% despite stable interest rates.

SanDisk shares jumped 315.3% while Western Digital gained 166.1% amid accelerating demand for high-capacity storage tied to AI infrastructure buildouts. Micron Technology secured contracts for its entire 2026 HBM supply and announced $20 billion in capital investments, signaling sustained momentum in the semiconductor storage sector.