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'Conditions' Likely Remain Strong, Morgan Stanley Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2671510792","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671510792?lang=en_us&edition=fundamental","pubTime":"2026-09-29 01:22","pubTimestamp":1790616142,"startTime":"0","endTime":"0","summary":"Micron Technology  is likely to see a smaller magnitude of upward revisions than in prior quarters when it reports its Q4 results Sept. 30, Morgan Stanley said in a note Monday.The report said near-term conditions are still \"very\" good, with strong demand and rising pricing in evidence.The note also pointed to the debate shifting from \"how good can it get\" to \"how long can it stay good\" which can take longer to play out.\"We expect conditions to remain strong, and do see upward revisions on the print, but think the magnitude is lower than prior quarters,\" the report said.The report said tight supply-demand conditions are likely to persist for multiple years, adding that the cycle is likely to end if AI spending slows rather than from incremental memory supply.Morgan Stanley maintained its overweight rating and a $1,200 price target.Price: 1055.60, Change: -26.68, Percent Change: 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Semiconductor Index Drops Over 3% and Micron Falls Over 4% as OpenAI Model Training Pause Sparks AI Hardware Sell-Off","url":"https://stock-news.laohu8.com/highlight/detail?id=2670256985","media":"TradingKey","labels":["economic"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670256985?lang=en_us&edition=fundamental","pubTime":"2026-09-28 23:08","pubTimestamp":1790608104,"startTime":"0","endTime":"0","summary":"On September 28 Eastern Time, the three major US stock indexes fell across the board, with the Nasdaq Composite Index dropping over 1% and the Philadelphia Semiconductor Index falling more than 3%. At the sector level, AI hardware stocks plummeted, with chip, memory, and optical communications stocks all suffering sell-offs. Among them, SK Hynix (SKHY) fell 6.20%, SanDisk (SNDK) dropped 6.05%, and Micron Technology (MU) slid 4.22%. Qualcomm (QCOM) fell 6.71%, Intel (INTC) dropped 6.18%, AMD (AMD) slid 5.37%, Marvell Technology (MRVL) declined 4.81%, and Corning (GLW) fell 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Top and Bottom Performing Stocks at About 11:01 A.m. 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