Penguin Solutions, Inc. (PENG) — the earnings record

Dailies

• AI Capex — chip index −3.4% after OpenAI's revenue comes in at $50 billion, not $70 billion; software risesMorning 10 · 9 Oct 2026Delta reports before the US open, and Penguin Solutions' earnings window closes tonight.
• AI Trade — cloud fund +2.9% on a second up day, security +2.7%; chips −0.9% again, Delta −1.6% on fuelMidday 10 · 9 Oct 2026Penguin Solutions +2.9% to $73.65 on the last day of its scoring window
• Fed — minutes point to another rate hike by year-end; Samsung earns a record $80 billion in one quarterMorning 10 · 8 Oct 2026Print Record — PepsiCo reports before the open at a one-year low; Penguin Solutions +13.1% heads into Friday
• Oil — Brent +3.4% to $103.64, energy the only strong sector; chips and power generators sold, PepsiCo +1.1%Midday 10 · 8 Oct 2026Earnings card: Penguin Solutions +0.4% at $72.91, 13.5% above its start — window closes Friday; Delta reports Friday
• Stocks — broadly lower after the records: Russell 2000 −1.4%, power and cooling names sold, Penguin +15.3%Midday 10 · 7 Oct 2026Memory bounces after Tuesday's sell-off — Micron +2.8%, SanDisk +3.1% — and Penguin Solutions jumps 15.3% after beating forecasts and raising its outlook.
• Storage — Seagate −9.2%, Western Digital −6.9% on a record day for the S&P 500 and the NasdaqMorning 10 · 7 Oct 2026Penguin Solutions beat after the bell and trades 5.4% higher after hours.
• Nasdaq — record close at 27,477 while the chip funds sit 5–15% below their June peaksMorning 10 · 6 Oct 2026Accenture's earnings window closes tonight, and Penguin Solutions reports after the bell.
• S&P 500 — record high as Marvell jumps 7.6% on its investor day; chip-machine makers slideMidday 10 · 6 Oct 2026Accenture's earnings window closes tonight; Penguin Solutions reports after the bell.