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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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They believe that the company is currently shipping custom CXL silicon to Google, with projected revenue of $1 billion for 2028.\"We expect initial revenue ramps starting in late CY27 and expect management to raise its CY28  AI revenue forecast by at least $2B from the prior $10B+,\" the analysts said.They also expect Marvell to slightly increase revenue contribution from Microsoft  XPU programs in fiscal 2028.Further, Marvell could present 2030 targets for data center total addressable market and market share targets, the note said.\"We are leaving our estimates unchanged but continue to like the story given >50% revenue growth potential for the next 2-3 years,\" the note","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.mtnewswires.com/","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":"mtnewswires_news","symbols":["FTXL","LU1720051108.HKD","LU2290526834.HKD","LU2322448957.HKD","LU1084165304.USD","IE00B1BXHZ80.USD","LU1992135399.USD","IE0004086264.USD","ARTY","LU0127658192.USD","DTCR","MRVU","LU0823421333.USD","LU1169590202.USD","LU2089985449.USD","LU2931357623.SGD","LU2322448791.USD","LU2357305700.SGD","LU0786609619.USD","LU1989764748.USD","IE0004091025.USD","LU1235294995.USD","IE00BN8TJ469.HKD","LU0061475181.USD","LU0187121727.USD","BK4543","BK4605","LU2458330169.SGD","BK4585","BK4588","SG9999000418.SGD","LU0444971666.USD","LU1642822529.SGD","LU2473716301.USD","FAI","LU1992135472.HKD","LU0081259029.USD","MRVL","LU1169589451.USD","LU2360107168.USD","LU1548497426.USD","LU1261432733.SGD","LU0957808578.USD","FXL","LU1316542783.SGD","MVLL","LU0154236417.USD","IE00BMPRXN33.USD","LU1815336760.USD","SOXY","LU2272731600.USD","LU1303367103.USD","AIFD","LU0823421416.USD","LU1720051017.SGD","LU1861215975.USD","LU2272731782.SGD","LU2458330243.SGD","LU2543165471.USD","LU1046421795.USD","LU2098885051.SGD","QQQA","FDTX","LU0823434583.USD","LU2272731865.HKD","LU1119994496.HKD","LU0444973449.USD","LU0274383776.USD","IE00BLSP4239.USD","BK4604","GTEK","IE00BBT3K403.USD","SMHX","LU2244417387.USD","BK4515","LU0056508442.USD","LU0823434740.USD","LU0642271901.SGD","LU0476273544.USD","LU1989764664.SGD","BK4141","LU1861220033.SGD","BK4581","IE00BLSP4452.SGD","IE00BMPRXR70.SGD","LU1823568750.SGD","XNTK","AIS","MRVX","IE00BMPRXQ63.HKD","LU1852331112.SGD","WUGI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2670256985","title":"Philadelphia 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 4.50%.","market":"sg","thumbnail":"https://resource.tradingkey.com/uploads/20260608/Micron-98572b9fe3894abab71913abd5864c14.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/uploads/20260608/Micron-98572b9fe3894abab71913abd5864c14.jpg"],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/analysis/stocks/us-stocks/262190120-openai-pauses-training-ai-chip-stocks-plunge-nasdaq-sandisk-micron-intel-tradingkey","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"economic","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0133085943.USD","BK4612","LINT","LU2213496289.HKD","AIQ","IE00BMPRXN33.USD","LU0390134368.USD","LU0256863902.USD","LU2756315318.SGD","LU1145028129.USD","LU0742534661.SGD","BK4554","SG9999015945.SGD","QCMU","BK4527","LU0234570918.USD","SMU00main","IE00B19Z3B42.SGD","LU1551013342.USD","LU1551013425.SGD","LU0787776722.HKD","MRVX","LU1280957306.USD","LU1778281490.HKD","LU1951200564.SGD","LU0082616367.USD","IE00BBT3K403.USD","LU2023250330.USD","LU1232071149.USD","LU1852331112.SGD","SG9999015952.SGD","LU1244550577.SGD","EGGY","IE000WAW04H5.SGD","LU0198837287.USD","LU2242649171.HKD","FTXL","IE0009356076.USD","IE00BKDWB100.SGD","HK0000304797.USD","BK4550","LU2403377893.USD","IETC","LU0048584097.USD","OPTZ","DRIV","LU2102340556.USD","LU1914381329.SGD","BK4598","IE000M9KFDE8.USD","AIFD","LU0719512351.SGD","LU0683600562.USD","EMSF","LU0823397103.USD","LU1720051108.HKD","BK4534","LU1861559042.SGD","IXN","LU2458330243.SGD","LU2471134523.USD","SG9999002232.USD","SNDK","LU2168564065.EUR","MULL","LU1267930813.SGD","LU1868836757.USD","LU0957808578.USD","AMDU","BK4533","BK4512","IE00BK4W5L77.USD","DAMD","LU0792757196.USD","AMD","LU0820561818.USD","LU1992135399.USD","IE00BZ1G4Q59.USD","BK4553","LU1323610961.USD","LU1974910355.USD","AMDG","SCHM","BK4532","IE00BQXX3F31.USD","GLW","SGXZ51526630.SGD","LU0109392836.USD","IE0004086264.USD","IE00B7SZLL34.SGD","LU1242518857.USD","MU","LU1868837136.USD","LU2236285917.USD","SGXZ81514606.USD","SNDU","LU1880398471.USD","IE00B1XK9C88.USD","LU1548497426.USD","LU0054578231.USD","LU1267930730.SGD","IE00BMPRXQ63.HKD","SG9999001424.SGD","LU2087625088.SGD","MUD","LU2357627491.SGD","WUGI","IE0034235303.USD","LU1244550221.USD","IE000F7OJYX1.SGD","LU0943347566.SGD","LU1868836591.USD","BK4602","LU2168564149.EUR","LU2098885051.SGD","AMDS","LU0256863811.USD","LU2063271972.USD","LU0154236417.USD","SCHA","IE00BLSP4452.SGD","LU0079474960.USD","QCMD","LU2272731782.SGD","LU2106854487.HKD","LU2168564222.USD","LU0274383776.USD","QQQA","HBMX","LU0942090050.USD","QCOM","LU1989764748.USD","LU0889565833.HKD","LU2417539215.USD","INTW","FDTX","SG9999000418.SGD","SKHA","JGRO","TRFK","LU0642271901.SGD","LU1066051225.USD","LU1244550494.USD","LU2168564495.EUR","FSMD","DISK","COWG","SKHL","LU1064131342.USD","BK4605","QQQG","LU0786609619.USD","SKHYV","LU0979878070.USD","SMHX","LU0823397285.USD","IE00BQXX3C00.GBP","LU0251142724.SGD","IE00BVYPNQ40.USD","AIS","LU1242518931.SGD","LU0251132253.USD","LU1861220033.SGD","IE00B19Z3581.USD","IE0004445239.USD","SK","IE000BZT7R73.USD","BK4515","LU1674673691.USD","IE000MB6IJN5.SGD","LU0820561909.HKD","SG9999015986.USD","IE00BFMHRM44.USD","IE00BQXX3D17.EUR","IE00BMPRXR70.SGD","LU0444971666.USD","LU0672654240.SGD","LU0689472784.USD","LU1303367103.USD","LU2764263203.CNY","MUZ","LU2272731600.USD","BK4141","BK4543","CHPX","AMDW","SG9999002224.SGD","GAMR","LU0320765059.SGD","LU2322448957.HKD","LU2750360641.GBP","LU0353189680.USD","AMDC","GLWG","FTEC","LU0187121727.USD","MUU","BOBP","LU2764262908.HKD","LU0127658192.USD","SG9999015978.USD","LU2148611432.USD","LU0203345920.USD","SOXY","LU2023250504.SGD","INTC","LU2361044949.HKD","LU2360107168.USD","LU1720051017.SGD","IE00BN8TJ469.HKD","INYY","MRVL","LU0476273544.USD","LU2896262040.SGD","SOXQ","LU2250418816.HKD","IE0002270589.USD","LU0109391861.USD","LU2272731865.HKD","LU2168563687.JPY","MIC","LU2322448791.USD","AMDL","AMUU","LU1366333091.USD","LU1861215975.USD","LU0174119429.USD","LU1496350502.SGD","BK4529","LU0823421333.USD","SHOC","AMYY","PTF","MRVU","LU2462591350.SGD","LU1988902786.USD","LU0081259029.USD","LU0889566641.SGD","LU0321505439.SGD","LU2471134796.USD","LU0157215616.USD","SKHX","TEK","TTEQ","FCUS","IE00BLSP4239.USD","LU0353189763.USD","LU2108987350.USD","SKUU","SNDQ","LU0323591593.USD","LU2931357623.SGD","LU0820562030.AUD","IE00BSNM7G36.USD","LU1804176565.USD","WISE","SKHN","BK4170","LU2286300806.USD","LU2089985449.USD","LU0963586101.USD","SGXZ99366536.SGD","LU1989772923.USD","BK4561","LU1261432733.SGD","CHPS","LU0251131958.USD","LU1815336760.USD","LU0964807845.USD","LU1989772840.SGD","SKHQ","SINTCmain","HYNX","MUYY","LU0823413660.USD","LU1989764664.SGD","LU1066051498.USD","LU1046421795.USD","SOX","BK4573","LU0203347892.USD","SNDG","LU0048573561.USD","BK4581","BK4566","LU2054465674.USD","SAMD0main","R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Micro Devices Inc Stock (AMD) Moved Down by 3.66% on Sep 28: What Signal Does It Send?","url":"https://stock-news.laohu8.com/highlight/detail?id=2670278253","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670278253?lang=en_us&edition=fundamental","pubTime":"2026-09-28 22:15","pubTimestamp":1790604921,"startTime":"0","endTime":"0","summary":"• AMD shares declined due to macroeconomic headwinds and sector-wide profit-taking.\n• OpenAI paused model training temporarily, creating short-term caution across semiconductor stocks.\n• Long-term fundamentals remain strong with solid market share and high 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