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Memory Stocks to Watch Beyond Micron Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2673245774","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673245774?lang=en_us&edition=fundamental","pubTime":"2026-10-05 10:24","pubTimestamp":1791167042,"startTime":"0","endTime":"0","summary":"Micron’s blowout quarter, with revenue jumping by about $43b year over year and operating margins above 80% in some lines, has refocused attention on who supplies the tools, materials, and services behind that AI memory surge. Investors watching tight supply, strong pricing, and a single digit forward P/E on Micron may see more than one way to consider this story. This article walks through three stocks exposed to that same earnings shock and explains how each could either sharpen or dull...","market":"sg","thumbnail":"https://simplywall.st/cdn-cgi/image/fit=cover,format=auto,width=320,height=180/https://images.simplywall.st/asset/industry/8211000-choice2-card/1788934045157","type":0,"news_type":0,"thumbnails":["https://simplywall.st/cdn-cgi/image/fit=cover,format=auto,width=320,height=180/https://images.simplywall.st/asset/industry/8211000-choice2-card/1788934045157"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/de/semiconductors/etr-smhn/suss-microtec-shares/news/ai-memory-stocks-to-watch-beyond-micron-stock","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://simplywall.st/stocks/de/semiconductors/etr-smhn/suss-microtec-shares/news/ai-memory-stocks-to-watch-beyond-micron-stock","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"simplywall_highlight","symbols":["LU0889565833.HKD","LU0889566641.SGD","LU0820561909.HKD","SOXQ","LU2168563687.JPY","LU0061475181.USD","LU1868836914.USD","LU0082616367.USD","LU0096364046.USD","LU1551013342.USD","LU0859254822.USD","LU2458330169.SGD","MUU","CHPX","LU2860962120.EUR","LU2403377893.USD","LU1803068979.SGD","LU0708995401.HKD","BK4512","LU0056508442.USD","LU0353189680.USD","LU1861215975.USD","LU2471134796.USD","BK4588","IE0002270589.USD","LU1316542783.SGD","LU2048586759.USD","GB00BDT5M118.USD","LU1267930813.SGD","LU2750360997.AUD","LU1989764664.SGD","LU1280957306.USD","LU2290526834.HKD","CGGO","EFIV","LU0210536198.USD","IE00BSNM7G36.USD","LU1145028129.USD","BK4605","MU","AIQ","AIFD","LU2168564222.USD","BK4579","IE000M9KFDE8.USD","LU2168564065.EUR","LU0689472784.USD","LU1267930730.SGD","IE0034235303.USD","IE00BK4W5L77.USD","BK4585","LU2756315664.SGD","MUZ","SMH","XLK","RULE","BK4543","LU0097036916.USD","LU1868837300.USD","LU0154236417.USD","LU2250418816.HKD","LU0943347566.SGD","LU2357305700.SGD","IE00B5949003.HKD","IE00B19Z3B42.SGD","BK4141","TRFK","SHOC","LU1551013425.SGD","MIC","TDV","LU2360106780.USD","BK4147","LU2168564495.EUR","LU2211815571.USD","LU2357627491.SGD","LU0203347892.USD","FTEC","LU1861220033.SGD","LU1989764748.USD","LU0109392836.USD","SG9999015945.SGD","FTXL","LU0820561818.USD","LU1674673428.USD","LU0238689110.USD","PTF","LU2471134952.CNY","LU0353189763.USD","WUGI","LU2054465674.USD","IE00BK4W5M84.HKD","SG9999015952.SGD","LU0256863902.USD","SGXZ99366536.SGD","LU0234570918.USD","LU1366333091.USD","VGT","LU2896262040.SGD","PSI","LU0127658192.USD","LU0820562030.AUD","LU2756315318.SGD","SGXZ51526630.SGD","BK4575","SMU00main","LU0081259029.USD","SG9999015986.USD","LU0109391861.USD","LU2023250330.USD","BK4533","LU2087625088.SGD","FAI","LU2931357623.SGD","LU0787776722.HKD","IE00B19Z3581.USD","LU0964807845.USD","FDTX","BK4527","LU0792757196.USD","LU2360107168.USD","MUG","EMSF","LU2089985449.USD","LU2471134523.USD","BOBP","IE0009356076.USD","LU0133085943.USD","AIS","BAI","KLIC","LU0640476718.USD","LU1868836591.USD","LU1548497426.USD","LU0157215616.USD","LU2168564149.EUR","LU1868836757.USD","LU0256863811.USD","LU1720051017.SGD","LU0642271901.SGD","LU1323610961.USD","SG9999015978.USD","LU0320765059.SGD","IE00BKDWB100.SGD","LU2213496289.HKD","LU0203345920.USD","JGRO","TTXU","BK4554","LU0323591593.USD","LU0672654240.SGD","SG9999001424.SGD","IE00BWXC8680.SGD","IETC","LU0417517546.SGD","SGXZ81514606.USD","EGGY","LU1720051108.HKD","XNTK","IE00B1XK9C88.USD","IE00B7SZLL34.SGD","IE00BJLML261.HKD","LU1914381329.SGD","LU2543165471.USD","BK4553","LU0683600562.USD","LU2286300806.USD","LU2471134879.HKD","LU1629891620.HKD","LU2458330243.SGD","LU1674673691.USD","LU2750360641.GBP","LU1868837136.USD","SOXX","BK4566","LEGR","WLDR","FXL","CHPS","BK4532","LU2102340556.USD","LU1778281490.HKD","LU1852331112.SGD","LU0719512351.SGD","MUYY","USXF","IXN","LU0274383776.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2673714547","title":"‘Don’t Gamble on Micron Stock,’ Warns Top Investor","url":"https://stock-news.laohu8.com/highlight/detail?id=2673714547","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673714547?lang=en_us&edition=fundamental","pubTime":"2026-10-05 09:46","pubTimestamp":1791164770,"startTime":"0","endTime":"0","summary":"Micron (NASDAQ:MU) spent two sessions after earnings moving forward, then backward, without getting very far. Record quarterly results and strong 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Backs AI Startup Reflection With $800 Million to Launch Open-Weight Model","url":"https://stock-news.laohu8.com/highlight/detail?id=1125536495","media":"Deep News","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1125536495?lang=en_us&edition=fundamental","pubTime":"2026-10-05 09:12","pubTimestamp":1791162723,"startTime":"0","endTime":"0","summary":"Reflection, an AI startup that received an $800 million investment from NVIDIA (NVDA), is preparing to release its first open-weight model.Sources said the initial version of Reflection's model 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| U.S. Stock Index Futures Rise Across the Board; VST and CBRS Jump Over 5%, Chip and Cryptocurrency Stocks Show Strength","url":"https://stock-news.laohu8.com/highlight/detail?id=1138746751","media":"US Overnight","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1138746751?lang=en_us&edition=fundamental","pubTime":"2026-10-05 08:07","pubTimestamp":1791158862,"startTime":"0","endTime":"0","summary":"Dow Futures rose 0.09%, S&P 500 Futures rose 0.14%, Nasdaq Futures rose 0.29% as sentiment leaned cautiously optimistic.Vistra Energy Corp. (VST) rose 5.41%. 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AI accelerators require high-bandwidth memory to transfer data, while training and inference systems rely on high-capacity DRAM and enterprise SSDs to store models, data, and intermediate results. Among key players, Micron (MU) maintains a presence across DRAM, HBM, and NAND, whereas SanDisk (SNDK) places its main bet on NAND flash memory and enterprise data center storage. 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That tilt can reroute capital, reshape winners and leave some investors watching from the sidelines. 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This article unpacks the story and then walks through 3 large-cap stocks from our Global Productivity Leaders screener that appear particularly exposed to this evolving landscape.\nThe three stocks below are just 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It Could be the Setup for a Serious Rally","url":"https://stock-news.laohu8.com/highlight/detail?id=2672743000","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672743000?lang=en_us&edition=fundamental","pubTime":"2026-10-04 15:30","pubTimestamp":1791099052,"startTime":"0","endTime":"0","summary":"A yawning gap has opened up inside the stock market that to some looks like an abyss. We see an opportunity.On the surface, the stock market is doing just fine. The S&P 500 index ended September with a loss of just 0.5%, and is less than 1% below the record high it set in August. That's certainly better than might be expected, given that the Federal Reserve has started raising interest rates, the 10-year Treasury yield just hit its highest level since 2002, and the Iran war continues with no end in sight, giving a boost to energy prices. Meanwhile, there are still lingering questions about the artificial-intelligence trade, from the fundamental-how will Anthropic and OpenAI turn a 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And 2 Other Top Growth Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2672721592","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672721592?lang=en_us&edition=fundamental","pubTime":"2026-10-04 06:17","pubTimestamp":1791065821,"startTime":"0","endTime":"0","summary":"Rising real interest rates highlighted in the recent global bond sell off are putting pressure on weaker balance sheets. That puts financially healthier growth stories in a very different light. Analysts currently expect the companies in this high potential growth group to increase earnings over the next three years while keeping finances in reasonable shape. This article walks through three standouts from that list and explains why they may warrant a closer look now.\nThe three 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Stock (MRVL) Forecast – Piper Sandler Is Bullish Ahead of Oct. 6 Investor Day","url":"https://stock-news.laohu8.com/highlight/detail?id=2672572914","media":"TIPRANKS","labels":["conferences"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672572914?lang=en_us&edition=fundamental","pubTime":"2026-10-04 04:36","pubTimestamp":1791059771,"startTime":"0","endTime":"0","summary":"Piper Sandler analyst David O’Connor reiterated a Buy rating on Marvell Technology ($MRVL) stock with a price target of $270, ahead of the 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NVIDIA (NVDA) Undervalued Following Fresh AI Partnerships And Analyst Support?","url":"https://stock-news.laohu8.com/highlight/detail?id=2672472934","media":"Simply Wall St.","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672472934?lang=en_us&edition=fundamental","pubTime":"2026-10-04 00:24","pubTimestamp":1791044650,"startTime":"0","endTime":"0","summary":"NVIDIA (NVDA) has become a focal point after fresh analyst attention and new AI partnerships, including Lenovo AI Express and the NVIDIA Open Agent Safety Platform, which highlight its role in data center infrastructure and security.\nThese new AI partnerships arrive as NVIDIA trades at US$233.95, with a 90-day share price return of 20.08% and a year-to-date share price gain of 23.88%. The 1-year total shareholder return of 24.99% comes on top of a multi-year run that has already 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AI Supercycle: Trillion-Dollar Rally at a Crossroads","url":"https://stock-news.laohu8.com/highlight/detail?id=2672265377","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672265377?lang=en_us&edition=fundamental","pubTime":"2026-10-03 23:01","pubTimestamp":1791039695,"startTime":"0","endTime":"0","summary":"Micron ( ($MU) ) has been popular among investors this week. Here is a recap of the key news on this stock. 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