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The S&P 500 is trading roughly 0.4% away from its all-time peak despiteTreasury yields sitting at multi-year highs, and elevated oil prices as the war in Iran drags on.After months of handwringing about those factors, though, some stock watchers believe the greatest risk to the current market is the AI trade itself.\"Macro risks are struggling to compete for attention as AI FOMO dominates and drives aggressive dip-buying ,\" writes Bank of America's Equity Derivatives Team. \"While a meaningful further rise in rates stress could create near-term downside risks for tech , the bigger risk in our view is a hiccup in the AI narrative dampening hope that the productivity 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20 US Stock Trades by Volume on September 30: Micron Gains Over 1%, Q4 Earnings Due After Wednesday's Close","url":"https://stock-news.laohu8.com/highlight/detail?id=1111112607","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1111112607?lang=en_us&edition=fundamental","pubTime":"2026-09-30 06:02","pubTimestamp":1790719336,"startTime":"0","endTime":"0","summary":"On Monday, NVIDIA (NVDA) was the second most actively traded US stock, closing down 0.72% with $22.818 billion in turnover. In its latest global memory industry report, Bernstein said the 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Expected to Log Surging Growth as Investors Debate Timeline of Memory Crunch","url":"https://stock-news.laohu8.com/highlight/detail?id=2671241523","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671241523?lang=en_us&edition=fundamental","pubTime":"2026-09-30 02:03","pubTimestamp":1790704980,"startTime":"0","endTime":"0","summary":"Micron Technology is set to release its fiscal fourth-quarter financial results after the market closes on Wednesday. Here's what you need to know.PROFIT: The company is expected to post a profit of $35.79 billion in the fourth quarter, according to analysts polled by FactSet. That compares with a profit of $3.2 billion in the same period last year.ADJUSTED EARNINGS: Analysts expect Micron to report $31.72 a share in adjusted earnings after stripping out some one-time items, up from $3.03 a share a year earlier.REVENUE: Revenue is expected to grow to $51.33 billion from $11.32 billion a year prior.Shares were recently up 1.5% at $1,069.74. The stock has nearly quadrupled in value this year.WHAT TO WATCH--Micron's report will cap off a year of blowout earnings, driven by a shortage of memory chips other technology companies need to build out their artificial-intelligence infrastructure. 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FactSet will report before the market opens, while 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persist...","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":null,"symbols":["DRAL","MUYY","HBMX","BK4588","MUD","MUU","DISK","DRAM","DRMY","RAM","09747","RAMZ","MUZ","MUG","DRMP","MULL","FTXL","MIC"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2671524349","title":"Top JPMorgan Analyst Sets Expectations on Micron Stock Ahead of Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2671524349","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671524349?lang=en_us&edition=fundamental","pubTime":"2026-09-29 23:05","pubTimestamp":1790694356,"startTime":"0","endTime":"0","summary":"Micron (NASDAQ:MU) shares 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History Says Will Happen if Micron's Earnings Stars Align","url":"https://stock-news.laohu8.com/highlight/detail?id=2671248786","media":"Dow Jones","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671248786?lang=en_us&edition=fundamental","pubTime":"2026-09-29 22:38","pubTimestamp":1790692680,"startTime":"0","endTime":"0","summary":"by Jack DentonMicron stock could be set to repeat history with a massive rally in the shares-that is, if the earnings stars align.Micron stock was up 2.4% in early trading on Tuesday, following other 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Musk, Microsoft's Nadella to Attend White House Meeting on AI, Axios Reports","url":"https://stock-news.laohu8.com/highlight/detail?id=2671121044","media":"Reuters","labels":["express"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671121044?lang=en_us&edition=fundamental","pubTime":"2026-09-29 22:07","pubTimestamp":1790690878,"startTime":"0","endTime":"0","summary":"Elon Musk, Microsoft's Nadella to attend White House meeting on AI, Axios reportsSept 29 -Tesla and SpaceX CEO Elon Musk, Microsoft top boss Satya Nadella, Amazon founder Jeff Bezos, ServiceNow CEO Bill McDermott and Micron CEO Sanjay Mehrotra will be among the attendees at the AI meeting hosted by US President Donald Trump on Tuesday, Axios reported, citing 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