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Rate-sensitive companies can feel the impact first, which means prices can move faster than the story. This article unpacks that story and walks through three stocks from the Global Rate-Sensitive Growth Equities screener that appear especially exposed to the latest macro shock.\nThe three stocks that follow are only 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Earnings Suggest Strong Multiyear Narrative","url":"https://stock-news.laohu8.com/highlight/detail?id=2672756535","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672756535?lang=en_us&edition=fundamental","pubTime":"2026-10-01 18:03","pubTimestamp":1790848980,"startTime":"0","endTime":"0","summary":"1002 GMT - Micron Technology's decisive beat-and-raise earnings print suggest the company has a strong, multiyear earnings narrative, J.P. Morgan analysts write. The chip maker guided for revenue in the next quarter of $61.5 billion--ahead of consensus estimates of $56.6 billion. Micron will be able to maintain wide margins, as supply tightness in memory chips continues through 2028 at a minimum, they say. Micron's management signaled a willingness to initiate a stock repurchase program, according to JPM. \"The capital return story in our view represents a substantial multiyear value-unlock lever,\" the analysts say. Micron shares fall 0.25% 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Chatter: Nvidia CEO Questions Anthropic Chief Over AI Safety Warnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2672248755","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672248755?lang=en_us&edition=fundamental","pubTime":"2026-10-01 17:45","pubTimestamp":1790847921,"startTime":"0","endTime":"0","summary":"Nvidia  CEO Jensen Huang and other executives questioned Anthropic CEO Dario Amodei about his public warnings on AI risks, The Wall Street Journal reported Wednesday, citing unnamed people familiar with the meeting.The executives asked Amodei why he was taking such a strong public position on the capabilities and risks of AI models, the WSJ reported.Amodei responded that companies should be transparent about AI capabilities and risks rather than downplaying them, according to the report.The discussion took place among a smaller group of executives, White House aides and advisers working on principles to improve 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Valuation Looks Too Low if Chip-Supply Tightness Continues","url":"https://stock-news.laohu8.com/highlight/detail?id=2672375542","media":"Dow Jones","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672375542?lang=en_us&edition=fundamental","pubTime":"2026-10-01 17:40","pubTimestamp":1790847600,"startTime":"0","endTime":"0","summary":"0940 GMT - Micron Technology executives' expectation for chip supply to tighten in 2028 was the most important comment in the group's earnings call, Citrini analyst Jukan Choe says in a post on X. Market valuations of chip stocks suggest supply tightness for memory chips will be short lived, Choe says. \"What this comment tells us is that a substantial portion of 2028 volume is already contracted.\" If chip makers have guaranteed demand through 2028, their valuations should be higher, the analyst adds. 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