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Stock Has Become a 'battleground' as the AI Narrative Shifts","url":"https://stock-news.laohu8.com/highlight/detail?id=2669436435","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2669436435?lang=en_us&edition=fundamental","pubTime":"2026-09-24 03:38","pubTimestamp":1790192280,"startTime":"0","endTime":"0","summary":"Investors have become more focused on the durability of memory-chip demand, but there are reasons to be optimistic on that front, a UBS analyst saysMicron's stock was down on Wednesday, but a UBS 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Technology Seen Insulated from Future Declines in Memory Pricing","url":"https://stock-news.laohu8.com/highlight/detail?id=2669143822","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2669143822?lang=en_us&edition=fundamental","pubTime":"2026-09-24 01:42","pubTimestamp":1790185320,"startTime":"0","endTime":"0","summary":"1342 ET - The key debate regarding Micron's stock is the balance between momentum in memory technology demand and pricing and the duration of the memory shortage, according to UBS in a note. So far, it seems that the mismatch between memory supply and demand will widen in 2027. But even if open market memory prices fall by around 80% at the end of the cycle, beginning in the back half of 2028, Micron should still show strength, the analysts say. \"We think trough annualized EPS will still be HIGHER than where MU will likely guide annualized EPS next Q--a very powerful statement and one that we think the market will ultimately reward,\" they say. Micron is off 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Chip Shortage Expected to Deepen Into 2027 as Demand Surges, UBS Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2669807844","media":"MT Newswires Live","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2669807844?lang=en_us&edition=fundamental","pubTime":"2026-09-24 00:55","pubTimestamp":1790182525,"startTime":"0","endTime":"0","summary":"Micron Technology's (MU) fundamentals keep improving as demand for its memory chips continues to outpace supply into 2027, shifting investor focus toward the durability of that demand and the 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HBM Spec Downgrade Does Not Change Supply Deficit, Demand CAGR Still 63% From 2026 To 2028","url":"https://stock-news.laohu8.com/highlight/detail?id=1184910027","media":"Stock News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1184910027?lang=en_us&edition=fundamental","pubTime":"2026-09-23 15:06","pubTimestamp":1790147192,"startTime":"0","endTime":"0","summary":"JPMorgan has released its latest research report on the HBM memory sector, addressing market concerns over potential HBM specification downgrades while updating the industry's supply-demand 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Korean Shares Close at 2-Month High as Chipmakers Jump","url":"https://stock-news.laohu8.com/highlight/detail?id=2669108081","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2669108081?lang=en_us&edition=fundamental","pubTime":"2026-09-23 14:55","pubTimestamp":1790146556,"startTime":"0","endTime":"0","summary":"South Korean shares close at 2-month high as chipmakers jumpSEOUL, Sept 23 (Reuters)-Round-up of South Korean financial markets:** South Korean shares rose on Wednesday for a fourth consecutive 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Korea's Kospi Closes Up Nearly 1%, Samsung Electronics Rises Over 3%; Japanese Markets Remain Closed","url":"https://stock-news.laohu8.com/highlight/detail?id=2669610358","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2669610358?lang=en_us&edition=fundamental","pubTime":"2026-09-23 14:55","pubTimestamp":1790146506,"startTime":"0","endTime":"0","summary":"TradingKey - South Korean stocks extended their upward trend today, with the Korea Composite Stock Price Index (KOSPI) closing up 0.90% at 7,080.92 points. The index rose over 1% in early trade before narrowing its gains in the afternoon. Japanese markets were closed today for a 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