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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 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Technology Growth Supported by Strong Demand, Rising Memory Prices, Wedbush Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2670925980","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670925980?lang=en_us&edition=fundamental","pubTime":"2026-09-28 23:46","pubTimestamp":1790610384,"startTime":"0","endTime":"0","summary":"Micron Technology  is benefiting from strong compute and accelerator demand as well as rising memory prices despite longer-term supply risks, Wedbush Securities said in a note Monday.The investment firm said demand for compute and accelerators is set to grow at a mid- to high-double-digit rate through 2027, which should drive memory and storage demand above what industry supply growth can support.Demand from large hyperscale customers is also expected to increase, particularly for NAND, the firm said.Looking further ahead, supply-demand conditions in 2028 to 2029 are less certain as new fabs come online, Wedbush said, adding that memory prices are expected to continue rising in 2027, while memory companies such as Micron Technology are likely to return significant cash to shareholders.\"While we remain bullish on the memory sector given the above, we would note that we believe Micron's fiscal Q4 pricing trends will be in excess of peers' calendar Q3 reports given the inclusion of the 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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 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Equity Futures Drop Pre-Bell as Oil Prices Rise Amid US Rejection of Iran's Proposal to Reopen Strait of Hormuz","url":"https://stock-news.laohu8.com/highlight/detail?id=2670234748","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670234748?lang=en_us&edition=fundamental","pubTime":"2026-09-28 19:59","pubTimestamp":1790596760,"startTime":"0","endTime":"0","summary":"US equity futures were lower pre-bell Monday as oil prices rose following the US rejection of Iran's conditional proposal to reopen the Strait of Hormuz.Dow Jones Industrial Average futures were 0.5% lower, S&P 500 futures were down 0.6%, and Nasdaq futures were 0.8% lower.President Donald Trump told his staff that he expects to resume bombing Iran after the US midterm elections in November, The Wall Street Journal reported Saturday.Iran's conditions had included a halt to US \"acts of aggression,\" an end to the naval blockade and economic warfare, and the release of Iranian assets, CNBC cited Iranian foreign ministry spokesman Esmaeil Baghaei as saying.After Chinese President Xi Jinping met with President Donald Trump in Washington last week, the two countries have released lists of products worth about $30 billion each that are set to see tariff cuts, the Associated Press reported.Expected to report financial results this week are Micron Technology , Accenture , and Nike .Oil prices 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