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or Nvidia: One AI Stock Is Poised to Outperform, the Other Is Harder to Call, Says Goldman Sachs","url":"https://stock-news.laohu8.com/highlight/detail?id=2671266612","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671266612?lang=en_us&edition=fundamental","pubTime":"2026-09-29 08:13","pubTimestamp":1790640791,"startTime":"0","endTime":"0","summary":"The AI boom has treated Micron (NASDAQ:MU) and Nvidia (NASDAQ:NVDA) quite well, although their gains this year have been anything but comparable. 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Sees AI Bubble Bursting Sooner, Shifts to Put Options","url":"https://stock-news.laohu8.com/highlight/detail?id=2671265802","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671265802?lang=en_us&edition=fundamental","pubTime":"2026-09-29 07:18","pubTimestamp":1790637523,"startTime":"0","endTime":"0","summary":"Michael Burry is moving up the timeline for his bearish thesis on the AI boom, switching from short positions to put options on key AI-related stocks, multiple outlets reported Monday, citing Burry's Monday investment newsletter.Burry said he wants more leverage given cheap options tied to low volatility measures like the VIX, adding that \"the bubble in AI may burst sooner than later,\" according to the reports.He swapped his Micron  short for June puts at a $500 strike price range, replaced his Nebius  short with June puts in the \"double digit strike price\" range, and shifted his SOXX ETF short to September 2027 puts in 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MongoDB stock slumped 18%.Intel , Micron Technology : Chip stocks mostly fell and were some of the most actively traded shares, with Intel in the top five.Nvidia : The chip company bucked the trend among tech shares, rising 1.7% after its board authorized a $150 billion increase to its share repurchase program.Meta Platforms : The Facebook owner slipped 4.8%, after recent gains fueled by the popularity of its Muse AI agent.Oracle : Shares fell 3.3%, extending losses from last week, when cracks emerged in a huge, debt-fueled data-center project in New Mexico.Persimmon , Taylor Wimpey : In Europe, 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Cl C Stock Slips 3.5%, Underperforms Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2671506742","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671506742?lang=en_us&edition=fundamental","pubTime":"2026-09-29 04:34","pubTimestamp":1790627640,"startTime":"0","endTime":"0","summary":"This article was automatically generated by Dow Jones using technology from Automated Insights.Shares of Dell Technologies Inc. Cl C shed 3.5% to $543.43 on what proved to be an all-around rough trading session for the stock market, with the S&P 500 Index falling 0.8% to 7,683.69 and Dow Jones Industrial Average falling 0.7% to 51,481.51.Dell Technologies Inc. Cl C closed 8.7% short of its 52-week high of $595.51, which the company reached on September 18th.Trading volume totaled 6.6 million, compared to the 50-day average of 7.9 million.Data source: Dow Jones Market Data, 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data shows mixed options sentiment in Marvell with shares down 3.15%","url":"https://stock-news.laohu8.com/highlight/detail?id=2671252859","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671252859?lang=en_us&edition=fundamental","pubTime":"2026-09-29 02:05","pubTimestamp":1790618710,"startTime":"0","endTime":"0","summary":"Cboe data shows mixed options sentiment in Marvell (MRVL), with shares down $8.26 near $253.68. Options volume relatively light with 82k contracts 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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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Signals Are Flashing for Micron Stock,’ Says Top Investor Ahead of Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2671131251","media":"TIPRANKS","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671131251?lang=en_us&edition=fundamental","pubTime":"2026-09-29 00:48","pubTimestamp":1790614130,"startTime":"0","endTime":"0","summary":"The week has only just begun, but Wall Street is already setting its sights on Wednesday afternoon. That is when Micron (NASDAQ:MU) is scheduled 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Biggest Bull Reaffirms $2,000 Price Target Ahead of Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1109786950","media":"Deep News","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1109786950?lang=en_us&edition=fundamental","pubTime":"2026-09-29 00:41","pubTimestamp":1790613696,"startTime":"0","endTime":"0","summary":"Ahead of the company's earnings report on Wednesday, one of Wall Street's most outspoken bulls on memory chip maker Micron Technology (MU) has reiterated a price target that sits near the top of the...","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IXN","LU1548497426.USD","LU1366333091.USD","LU2896262040.SGD","LU1868836591.USD","LU0234570918.USD","WUGI","LU2543165471.USD","LU1989764748.USD","LU2168563687.JPY","LU0238689110.USD","LU0256863902.USD","LU2471134523.USD","MIC","LU1914381329.SGD","IE00B7SZLL34.SGD","LU2250418816.HKD","LU2471134952.CNY","LU1989764664.SGD","LU1629891620.HKD","SMH","BK4588","LU2750360997.AUD","LU1145028129.USD","IE00BWXC8680.SGD","LU1803068979.SGD","LU2087625088.SGD","MUYY","LU0096364046.USD","LU0820561818.USD","SOXQ","IE0034235303.USD","LU0353189680.USD","LU2357305700.SGD","BK4554","LU0820562030.AUD","PTF","LU1674673691.USD","LU0109392836.USD","LU2471134796.USD","LU0127658192.USD","LU2286300806.USD","BAI","CHPS","BK4585","LU2211815571.USD","SHOC","BK4532","EFIV","IE00BK4W5M84.HKD","LU2213496289.HKD","LU1861220033.SGD","LU2750360641.GBP","LU0820561909.HKD","LU0109391861.USD","LU0943347566.SGD","TRFK","LU0274383776.USD","PSI","LU2471134879.HKD","EGGY","DRMY","LU0859254822.USD","USXF","LU2168564222.USD","FXL","LU0056508442.USD","LU2357627491.SGD","SMU00main","FTXL","MUU","CGGO","BK4579","IE00BKDWB100.SGD","LU2360107168.USD","SGXZ51526630.SGD","LU0353189763.USD","LU1868837300.USD","BK4527","WLDR","LU1267930730.SGD","FTEC","LU0640476718.USD","MUZ","LU1720051017.SGD","LU0157215616.USD","BK4512","LU0719512351.SGD","LU0689472784.USD","LU0097036916.USD","LU0708995401.HKD","LU2458330243.SGD","FDTX","MULL","IETC","CHPX","LU2168564065.EUR","LU0210536198.USD","BOBP","LU2756315318.SGD","LEGR","ARTY","FAI","LU0964807845.USD","AIS","IE0009356076.USD","SGXZ81514606.USD","LU2360106780.USD","BK4575","LU2089985449.USD","MUD","JGRO","BK4605","LU2054465674.USD","LU0787776722.HKD","LU2102340556.USD","BK4566","LU0889565833.HKD","IE00B19Z3B42.SGD","LU0323591593.USD","SG9999001424.SGD","LU2290526834.HKD","LU0061475181.USD","LU1852331112.SGD","AIFD","LU1861215975.USD","LU1267930813.SGD","LU0792757196.USD","GB00BDT5M118.USD","LU1323610961.USD","EMSF","SGXZ99366536.SGD","TTXU","LU0081259029.USD","LU0154236417.USD","LU0417517546.SGD","LU0203345920.USD","RULE","IE00B19Z3581.USD","SOXX","IE00BJLML261.HKD","BK4533","LU1551013342.USD","BK4543","IE00B1XK9C88.USD","DISK","IE00B5949003.HKD","LU2931357623.SGD","IE00BSNM7G36.USD","LU0256863811.USD","LU1868836914.USD","XLK","BK4553","IE00BK4W5L77.USD","LU2168564149.EUR","CHAT","MU","LU0082616367.USD","LU0133085943.USD","LU0672654240.SGD","AIQ","LU2168564495.EUR","LU2023250330.USD","LU1316542783.SGD","LU2458330169.SGD","VGT","LU1868836757.USD","LU1280957306.USD","LU1551013425.SGD","LU2403377893.USD","LU1674673428.USD","LU0683600562.USD","LU0320765059.SGD","LU1720051108.HKD","LU2756315664.SGD","MUG","LU0203347892.USD","BK4141","LU1868837136.USD","LU1778281490.HKD","HBMX","IE0002270589.USD","XNTK","IE000M9KFDE8.USD","LU0642271901.SGD","LU0889566641.SGD","LU2048586759.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2670925980","title":"Micron 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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Has Revenue Acceleration Potential in 2027, 2028, RBC Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2670256117","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670256117?lang=en_us&edition=fundamental","pubTime":"2026-09-28 23:19","pubTimestamp":1790608758,"startTime":"0","endTime":"0","summary":"Marvell Technology  is one of the few semiconductor stocks with revenue acceleration potential in 2027 and 2028, RBC said in a Sunday preview note ahead of its investor day event on Oct. 6.Marvell is expected to provide more detail on how much revenue its custom program with Alphabet's  could generate, RBC analysts said. 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":"hk","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":["LU0274383776.USD","LU1992135399.USD","LU1989764748.USD","AIFD","LU1852331112.SGD","MRVL","LU1720051108.HKD","IE00BMPRXR70.SGD","LU2360107168.USD","LU0061475181.USD","BK4604","LU2098885051.SGD","IE00BMPRXQ63.HKD","LU0642271901.SGD","FAI","LU1989764664.SGD","IE00B1BXHZ80.USD","BK4515","XNTK","LU1235294995.USD","GTEK","BK4588","LU1861215975.USD","LU2322448957.HKD","LU1720051017.SGD","QQQA","LU2290526834.HKD","LU2458330243.SGD","BK4605","LU1261432733.SGD","IE00BMPRXN33.USD","BK4585","LU0444973449.USD","LU2322448791.USD","LU0154236417.USD","IE00BBT3K403.USD","IE00BN8TJ469.HKD","LU0187121727.USD","LU0823434740.USD","LU0823434583.USD","LU1992135472.HKD","LU2458330169.SGD","SMHX","ARTY","MRVX","LU2272731782.SGD","LU1815336760.USD","FDTX","IE00BLSP4239.USD","SOXY","BK4543","FXL","LU2244417387.USD","LU0476273544.USD","LU0823421333.USD","LU0056508442.USD","LU1316542783.SGD","LU2931357623.SGD","LU1169590202.USD","BK4141","LU1861220033.SGD","LU0444971666.USD","AIS","LU1169589451.USD","LU2272731865.HKD","LU2473716301.USD","LU1548497426.USD","LU0786609619.USD","LU0957808578.USD","BK4581","LU1084165304.USD","IE00BLSP4452.SGD","LU2089985449.USD","LU1119994496.HKD","SG9999000418.SGD","IE0004086264.USD","LU0081259029.USD","LU1823568750.SGD","LU2543165471.USD","LU1046421795.USD","MVLL","IE0004091025.USD","LU1303367103.USD","LU1642822529.SGD","FTXL","LU2272731600.USD","DTCR","WUGI","LU0823421416.USD","LU2357305700.SGD","MRVU","LU0127658192.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1196991055","title":"US Stock Movers: PC Hardware Shares Decline Broadly, Dell Technologies (DELL.US) Falls Nearly 4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1196991055","media":"Stock News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1196991055?lang=en_us&edition=fundamental","pubTime":"2026-09-28 23:12","pubTimestamp":1790608376,"startTime":"0","endTime":"0","summary":"On Monday, computer hardware stocks declined broadly, with Super Micro Computer Inc. (SMCI.US) falling nearly 5%, Dell Technologies Inc. (DELL.US) dropping close to 4%, and Hewlett Packard Enterprise...","market":"nz","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":null,"symbols":["LU1046421795.USD","LU1804176565.USD","LU2265009873.SGD","LU0345770308.USD","LU1235294995.USD","WLDR","LU2065169927.USD","FXL","LU1823568750.SGD","LU2065170008.USD","LU0976567544.SGD","DELL","BK4588","LU0211326839.USD","DLLL","BK4535","LU0128525689.USD","BK4170","LU2065171402.SGD","LU0345770993.USD","LU0310800965.SGD","LU1267930227.SGD","LU0267386448.USD","BK4585","BK4515","LU0496365809.HKD","LU0052756011.USD","LU2065171311.SGD","BK4543","LU0211326755.USD"],"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 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