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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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launches AI agent safeguards alongside record buyback","url":"https://stock-news.laohu8.com/highlight/detail?id=2671925110","media":"cityam","labels":["shareholding","buyback"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671925110?lang=en_us&edition=fundamental","pubTime":"2026-09-29 00:42","pubTimestamp":1790613720,"startTime":"0","endTime":"0","summary":"Nvidia also announced a $150bn increase to its share buyback programme Nvidia has launched new safeguards designed to stop AI agents breaking out of controlled environments, after a series of security incidents have fuelled calls for tighter oversight of the technology.The chip giant said its Open Agent Safety Platform could have prevented OpenAI agents from breaching Hugging Face earlier this year, when thousands of agents escaped a testing environment and accessed the platform’s systems.Nvidia also announced a $150bn increase to its share buyback programme on Monday, the largest such increase in US corporate 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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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AI Safety Software is Open Source to Catch Vulnerabilities","url":"https://stock-news.laohu8.com/highlight/detail?id=2671259130","media":"Dow Jones","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671259130?lang=en_us&edition=fundamental","pubTime":"2026-09-29 00:07","pubTimestamp":1790611620,"startTime":"0","endTime":"0","summary":"1207 ET - Nvidia's new Open Agent Safety Platform is open source by design to allow outsiders to catch any mistakes, CEO Jensen Huang says. \"We want this sandbox to be visible to the whole world so that if there are any vulnerabilities, somebody will find it,\" Huang says during an appearance on CNBC. \"The industry will all be jumping in, looking at any possible vulnerabilities and patch it 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