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Valuation Looks Too Low if Chip-Supply Tightness Continues","url":"https://stock-news.laohu8.com/highlight/detail?id=2672375542","media":"Dow Jones","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672375542?lang=en_us&edition=fundamental","pubTime":"2026-10-01 17:40","pubTimestamp":1790847600,"startTime":"0","endTime":"0","summary":"0940 GMT - Micron Technology executives' expectation for chip supply to tighten in 2028 was the most important comment in the group's earnings call, Citrini analyst Jukan Choe says in a post on X. Market valuations of chip stocks suggest supply tightness for memory chips will be short lived, Choe says. \"What this comment tells us is that a substantial portion of 2028 volume is already contracted.\" If chip makers have guaranteed demand through 2028, their valuations should be higher, the analyst adds. Micron shares edge down 0.3% premarket.","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["FDTX","LU0109392836.USD","LU1316542783.SGD","LU2896262040.SGD","BK4566","LU1280957306.USD","LU1366333091.USD","JGRO","LU0820561909.HKD","LU0157215616.USD","CHPS","IE00B7SZLL34.SGD","LU0096364046.USD","SMU00main","LU2087625088.SGD","IE0034235303.USD","LU0210536198.USD","LU0889566641.SGD","LU0417517546.SGD","MULL","VGT","LU0097036916.USD","LU1720051108.HKD","RULE","LU0889565833.HKD","LU2543165471.USD","LU1720051017.SGD","LU0943347566.SGD","LU2023250330.USD","LU0127658192.USD","FXL","LU1861215975.USD","USXF","LU2168564065.EUR","LU0787776722.HKD","LEGR","LU2458330169.SGD","LU1861220033.SGD","LU2048586759.USD","SG9999015986.USD","LU0109391861.USD","LU2168563687.JPY","LU2211815571.USD","LU0353189680.USD","IE00BJLML261.HKD","BK4532","BK4554","PSI","GB00BDT5M118.USD","LU0708995401.HKD","IE00B19Z3581.USD","BK4533","LU2286300806.USD","LU0642271901.SGD","LU0689472784.USD","LU2360106780.USD","LU1674673428.USD","FTXL","SG9999015945.SGD","IE00BSNM7G36.USD","AIS","IE00B1XK9C88.USD","BK4543","MUU","SG9999015952.SGD","LU2089985449.USD","LU1323610961.USD","IE00B5949003.HKD","LU1674673691.USD","CHPX","LU2054465674.USD","ARTY","LU2471134879.HKD","BK4141","IE0009356076.USD","IE00BK4W5M84.HKD","LU0234570918.USD","LU0256863902.USD","LU2860962120.EUR","LU0061475181.USD","LU1267930813.SGD","LU2102340556.USD","LU0820561818.USD","SOXX","LU2756315318.SGD","BK4588","IE00BK4W5L77.USD","LU0323591593.USD","MUD","LU2458330243.SGD","LU2168564495.EUR","LU2471134952.CNY","LU2250418816.HKD","AIFD","LU1267930730.SGD","LU1551013425.SGD","SHOC","LU2168564222.USD","BK4553","LU2756315664.SGD","LU0274383776.USD","LU0154236417.USD","WUGI","IXN","SGXZ51526630.SGD","SGXZ99366536.SGD","XLK","LU1989764748.USD","PTF","CHAT","LU0081259029.USD","LU2290526834.HKD","DRMY","HBMX","LU0353189763.USD","EMSF","LU1989764664.SGD","IE00B19Z3B42.SGD","SGXZ81514606.USD","LU1629891620.HKD","SG9999015978.USD","AIQ","LU1551013342.USD","LU2403377893.USD","LU2750360641.GBP","TRFK","FAI","LU1868837136.USD","XNTK","BK4605","MUZ","EFIV","EGGY","LU1852331112.SGD","CGGO","LU2931357623.SGD","LU0964807845.USD","FTEC","LU2750360997.AUD","MUG","BK4579","BK4585","IE0002270589.USD","BK4527","BK4575","LU2471134523.USD","LU0256863811.USD","LU2168564149.EUR","LU0672654240.SGD","LU0056508442.USD","LU1548497426.USD","LU1868836757.USD","LU0683600562.USD","LU2213496289.HKD","IE00BKDWB100.SGD","LU1868837300.USD","MUYY","LU0082616367.USD","MU","BOBP","LU0320765059.SGD","LU0203347892.USD","LU2471134796.USD","LU0133085943.USD","SG9999001424.SGD","IE000M9KFDE8.USD","LU0820562030.AUD","LU1914381329.SGD","LU0719512351.SGD","LU1145028129.USD","SOXQ","LU0238689110.USD","SMH","LU2357305700.SGD","LU2360107168.USD","LU2357627491.SGD","LU0203345920.USD","IETC","IE00BWXC8680.SGD","WLDR","LU1778281490.HKD","LU1868836591.USD","LU1868836914.USD","DISK","BK4512","LU0640476718.USD","MIC","LU1803068979.SGD","TTXU","BAI","LU0859254822.USD","LU0792757196.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2672434755","title":"Alphabet Class A (GOOGL) Receives a Buy from KeyBanc","url":"https://stock-news.laohu8.com/highlight/detail?id=2672434755","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672434755?lang=en_us&edition=fundamental","pubTime":"2026-10-01 17:35","pubTimestamp":1790847349,"startTime":"0","endTime":"0","summary":"In a report released today, Justin Patterson from KeyBanc maintained a Buy rating on Alphabet Class A, with a price target of $435.00. 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Partner OpenAI Completes Sale of 13% Stake to SoftBank","url":"https://stock-news.laohu8.com/highlight/detail?id=2672975356","media":"MT Newswires Live","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672975356?lang=en_us&edition=fundamental","pubTime":"2026-10-01 16:37","pubTimestamp":1790843836,"startTime":"0","endTime":"0","summary":"Microsoft  partner OpenAI has received a $10 billion investment from SoftBank, completing the investor's acquisition of a 13% equity stake in the AI-modeler, SoftBank said Thursday.The Japan-based financial house has executed the third, final tranche of a total $30 billion in follow-in investments into the privately-held OpenAI, and has completed a cumulative total of $64.6 billion of investments into OpenAI, SoftBank said.The latest $10 billion tranche was funded by the issue of $11.1 billion foreign currency-denominated senior notes, as disclosed last week, SoftBank said.On Sept. 30, SoftBank canceled the remaining $10 billion of undrawn capacity under a $40 billion bridge facility agreement that had been entered into in March, the company said.Following the cancellation, and upon the early repayment of bridge loan, all borrowings under the bridge facility have been repaid, and no undrawn commitments remain, SoftBank 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Shares in the memory chip maker are up 0.1% premarket. Chief Executive Sanjay Mehrotra said the shortage of memory chips that are key for artificial intelligence should continue in the coming years. In Europe, shares of Dutch semiconductor-equipment maker ASML Holding and smaller rival ASM International edge 0.3% and 0.4% lower, respectively. BE Semiconductor Industries, the Dutch supplier of semiconductor assembly equipment, is down 0.6%. German chip maker Infineon Technologies' stock gains 0.5%. STMicroelectronics shares are down 0.3%. 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