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Set for Stock Record as Key Supplier Celebrates Booming AI Demand","url":"https://stock-news.laohu8.com/highlight/detail?id=2673370544","media":"Dow Jones","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673370544?lang=en_us&edition=fundamental","pubTime":"2026-10-05 16:50","pubTimestamp":1791190200,"startTime":"0","endTime":"0","summary":"Nvidia is pushing for a new all-time high again. 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CIO Says Nvidia's Forward P/E of Just 17x Shows AI Tech Stocks Are Far From Bubble Territory","url":"https://stock-news.laohu8.com/highlight/detail?id=1163594891","media":"Stock News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1163594891?lang=en_us&edition=fundamental","pubTime":"2026-10-05 16:09","pubTimestamp":1791187765,"startTime":"0","endTime":"0","summary":"Hou Wey Fook, Chief Investment Officer at DBS Group, stated that Nvidia's (NVDA.US) price-to-earnings ratio, combined with an expected earnings growth rate of 70% next year, indicates that 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CIO Says AI Rally Is Far From Bubble Territory as Nvidia Valuation Still Backed by Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1185471057","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1185471057?lang=en_us&edition=fundamental","pubTime":"2026-10-05 15:41","pubTimestamp":1791186069,"startTime":"0","endTime":"0","summary":"DBS Group Chief Investment Officer Hou Weifu said that NVIDIA's price-to-earnings ratio and its forecast of 70% earnings growth next year indicate that the AI-driven technology stock rally is 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$5.5B IPO Could Give Nvidia Room to Add More Shares","url":"https://stock-news.laohu8.com/highlight/detail?id=2673070859","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673070859?lang=en_us&edition=fundamental","pubTime":"2026-10-05 14:51","pubTimestamp":1791183083,"startTime":"0","endTime":"0","summary":"Firmus is reportedly planning to reserve roughly half of its $5.5 billion IPO shares for current shareholders. According to Bloomberg News, this 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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. 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vs. SanDisk: As AI Data Center Boom Continues to Heat Up, Which Memory Stock Is a Better Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2673779597","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673779597?lang=en_us&edition=fundamental","pubTime":"2026-10-05 08:00","pubTimestamp":1791158400,"startTime":"0","endTime":"0","summary":"Within the AI data center supply chain, memory and storage are irreplaceable. 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. While both companies benefit from AI storage demand, what investors ultimately need to determine is whether the better allocation choice is a diversified platform or a pure-play NAND cyclical stock offering higher 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and 3 AI Infrastructure Stocks Backed by Big R and D Spending","url":"https://stock-news.laohu8.com/highlight/detail?id=2672773942","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672773942?lang=en_us&edition=fundamental","pubTime":"2026-10-04 22:12","pubTimestamp":1791123144,"startTime":"0","endTime":"0","summary":"Big, highly efficient companies are back in the spotlight after fresh research on how a small group of giants drives most productivity gains and pours more into R&D than many governments. That mix of scale, cash generation and policy attention is reshaping where capital flows. 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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