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Morgan Stanley maintained its \"Overweight\" rating and $310 price target on the stock, noting that contracted projects, multi-gigawatt partnerships, and strong 2026 guidance are expected to cushion the impact of standalone project delays on near-term 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Seeks U.S. Import Ban on Micron Chips Used in Google, Nvidia AI Computing","url":"https://stock-news.laohu8.com/highlight/detail?id=2671248179","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671248179?lang=en_us&edition=fundamental","pubTime":"2026-09-29 22:33","pubTimestamp":1790692424,"startTime":"0","endTime":"0","summary":"Netlist seeks U.S. import ban on Micron chips used in Google, Nvidia AI computingWASHINGTON, Sept 29 (Reuters)-Computer-memory company NetlistNLST.PKsaid on Tuesday that it has filed a new complaint 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Owns MU and SNDK Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2671248261","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671248261?lang=en_us&edition=fundamental","pubTime":"2026-09-29 22:30","pubTimestamp":1790692200,"startTime":"0","endTime":"0","summary":"Micron ($MU) and SanDisk ($SNDK) stocks are in focus ahead of Micron’s September 30 earnings report. 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Energy vs. Nebius: Wall Street Sees 25% Upside for One AI Stock — and Downside for the Other","url":"https://stock-news.laohu8.com/highlight/detail?id=2671248868","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671248868?lang=en_us&edition=fundamental","pubTime":"2026-09-29 22:16","pubTimestamp":1790691400,"startTime":"0","endTime":"0","summary":"Bloom Energy (NYSE:BE) and Nebius Group (NASDAQ:NBIS) have become two of 2026’s biggest beneficiaries from the rush to build AI infrastructure. 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Next AI Stock Winners Could Be Hiding in the Bottlenecks","url":"https://stock-news.laohu8.com/highlight/detail?id=2671176312","media":"InvestorPlace","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671176312?lang=en_us&edition=fundamental","pubTime":"2026-09-29 20:55","pubTimestamp":1790686500,"startTime":"0","endTime":"0","summary":"Has the AI boom peaked? 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