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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: -2.47","market":"sh","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":["FDTX","LU0109392836.USD","LU1316542783.SGD","LU2896262040.SGD","BK4566","LU1280957306.USD","LU1366333091.USD","JGRO","LU0820561909.HKD","LU0157215616.USD","CHPS","IE00B7SZLL34.SGD","LU0096364046.USD","SMU00main","LU2087625088.SGD","IE0034235303.USD","LU0210536198.USD","LU0889566641.SGD","LU0417517546.SGD","MULL","VGT","LU0097036916.USD","LU1720051108.HKD","RULE","LU0889565833.HKD","LU2543165471.USD","LU1720051017.SGD","LU0943347566.SGD","LU2023250330.USD","LU0127658192.USD","FXL","LU1861215975.USD","USXF","LU2168564065.EUR","LU0787776722.HKD","LEGR","LU2458330169.SGD","LU1861220033.SGD","LU2048586759.USD","LU0109391861.USD","LU2168563687.JPY","LU2211815571.USD","LU0353189680.USD","IE00BJLML261.HKD","BK4532","BK4554","PSI","GB00BDT5M118.USD","LU0708995401.HKD","IE00B19Z3581.USD","BK4533","LU2286300806.USD","LU0642271901.SGD","LU0689472784.USD","LU2360106780.USD","LU1674673428.USD","FTXL","IE00BSNM7G36.USD","AIS","IE00B1XK9C88.USD","BK4543","MUU","LU2089985449.USD","LU1323610961.USD","IE00B5949003.HKD","LU1674673691.USD","CHPX","LU2054465674.USD","ARTY","LU2471134879.HKD","BK4141","IE0009356076.USD","IE00BK4W5M84.HKD","LU0234570918.USD","LU0256863902.USD","LU0061475181.USD","LU1267930813.SGD","LU2102340556.USD","LU0820561818.USD","SOXX","LU2756315318.SGD","BK4588","IE00BK4W5L77.USD","LU0323591593.USD","MUD","LU2458330243.SGD","LU2168564495.EUR","LU2471134952.CNY","LU2250418816.HKD","AIFD","LU1267930730.SGD","LU1551013425.SGD","SHOC","LU2168564222.USD","BK4553","LU2756315664.SGD","LU0274383776.USD","LU0154236417.USD","WUGI","IXN","SGXZ51526630.SGD","SGXZ99366536.SGD","XLK","LU1989764748.USD","PTF","CHAT","LU0081259029.USD","LU2290526834.HKD","DRMY","HBMX","LU0353189763.USD","EMSF","LU1989764664.SGD","IE00B19Z3B42.SGD","SGXZ81514606.USD","LU1629891620.HKD","AIQ","LU1551013342.USD","LU2403377893.USD","LU2750360641.GBP","TRFK","FAI","LU1868837136.USD","XNTK","BK4605","MUZ","EFIV","EGGY","LU1852331112.SGD","CGGO","LU2931357623.SGD","LU0964807845.USD","FTEC","LU2750360997.AUD","MUG","BK4579","BK4585","IE0002270589.USD","BK4527","BK4575","LU2471134523.USD","LU0256863811.USD","LU2168564149.EUR","LU0672654240.SGD","LU0056508442.USD","LU1548497426.USD","LU1868836757.USD","LU0683600562.USD","LU2213496289.HKD","IE00BKDWB100.SGD","LU1868837300.USD","MUYY","LU0082616367.USD","MU","BOBP","LU0320765059.SGD","LU0203347892.USD","LU2471134796.USD","LU0133085943.USD","SG9999001424.SGD","IE000M9KFDE8.USD","LU0820562030.AUD","LU1914381329.SGD","LU0719512351.SGD","LU1145028129.USD","SOXQ","LU0238689110.USD","SMH","LU2357305700.SGD","LU2360107168.USD","LU2357627491.SGD","LU0203345920.USD","IETC","IE00BWXC8680.SGD","WLDR","LU1778281490.HKD","LU1868836591.USD","LU1868836914.USD","DISK","BK4512","LU0640476718.USD","MIC","LU1803068979.SGD","TTXU","BAI","LU0859254822.USD","LU0792757196.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2671251403","title":"AI Longevity Impact Creates Opportunities in Retirement Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2671251403","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671251403?lang=en_us&edition=fundamental","pubTime":"2026-09-29 01:03","pubTimestamp":1790614980,"startTime":"0","endTime":"0","summary":"1302 ET - There are expansion and consolidation opportunities in the retirement income market as AI improves drug discovery and development and ultimately boosts life expectancy, Morgan Stanley analysts write in a note. \"As individuals spend more years preparing for and living in retirement, we expect the retirement value chain to extend beyond accumulation toward solutions that combine investment management, sustainable income, longevity protection and advice,\" the analysts write. The current fragmented nature of the retirement income market creates room for innovation, partnerships, and consolidation as AI's impact on longevity becomes increasingly clear. They name BlackRock. Apollo, LPL Financial Holdings, and Raymond James as among the possible beneficiaries of this shift.","market":"sh","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://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["APO","LU0787776722.HKD","AGIX","LU2487616109.SGD","KBWB","LU1989772923.USD","BK4561","LU2087625088.SGD","ARTY","LU2089284900.SGD","LU1162221912.USD","LU1791807156.HKD","AAUM","LU0882574139.USD","LU0683600562.USD","LU2089283258.USD","LU1720051017.SGD","LU0528227936.USD","AIPO","LU0106261372.USD","LU0314104364.USD","IE00BKVL7J92.USD","IE00B3S45H60.SGD","LU0006306889.USD","IE0002270589.USD","IE00B19Z3B42.SGD","LPLA","LU1074936037.SGD","LBO","PRVT","LU2347655156.SGD","IE0034235188.USD","VTHR","IAI","LU2357305700.SGD","LU2023251221.USD","BK4135","LU2264538146.SGD","LU1064131342.USD","RJF","LU1244550577.SGD","LU1668664300.SGD","LU1988902786.USD","GPZ","LU0006061336.USD","LU0353189680.USD","LU0557290698.USD","CHAT","QTOC","BK4184"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2671251122","title":"AI Longevity Improvements Expected to Boost Life Insurers","url":"https://stock-news.laohu8.com/highlight/detail?id=2671251122","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671251122?lang=en_us&edition=fundamental","pubTime":"2026-09-29 01:00","pubTimestamp":1790614800,"startTime":"0","endTime":"0","summary":"1300 ET - Life insurance providers should benefit from AI-fueled drug development improving overall life expectancy, Morgan Stanley analysts write in a note. \"Given the current state of drug developments, scientific advances and other factors, we expect life expectancy in the US could improve faster than the historical average of 2 years every 10 years,\" the analysts write, adding that the trend should support earnings per share benefits for life insurers including Globe Life, RGA, Lincoln, MetLife, and Unum. \"This is due to lower benefit ratio for various insurers into the outer years as mortality and longevity impacts become more visible,\" they write. Insurers with more exposure to morbidity and retirement could see a smaller tailwind, they add, as the expected improvement in longevity cuts both 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is Right: Its Stock is a Bargain","url":"https://stock-news.laohu8.com/highlight/detail?id=2671251836","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671251836?lang=en_us&edition=fundamental","pubTime":"2026-09-29 00:29","pubTimestamp":1790612940,"startTime":"0","endTime":"0","summary":"S&P 500 Information Technology Sector           21.7                          28.7%                      59.1%                                       24.0%                                     26.4%. Source: FactSetThere are many attractive numbers here, including solid growth projections across the board.Nvidia really stands out with sales and EPS expected to increase at annualized paces above 50% through 2028. And for both 2026 and across the two-year period, EPS is expected to increase more quickly than sales.Brandon Nelson, the manager of the Calamos Timpani Small Cap Growth Fund CTSIX, doesn't hold shares of Nvidia because he is focused on small companies. 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Hedera posted on Sep. 28 that Hedera Council members appeared among the organizations represented in NVIDIA’s Open Agent Safety Platform announcement. The post shared an image from NVIDIA CEO Jensen Huang showing a broad group of industry participants, including Accenture and EQTY Lab.The U.S. connection runs through the public-sector focus of the Accenture and EQTY Lab project. Hedera says the system was demonstrated in Washington for government uses, including emergency management and cyber incident response. 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