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Earlier in the week, memory chip maker Micron Technology posted strong quarterly results and said demand would remain strong for years to come. In Europe, shares of Dutch semiconductor-equipment maker ASML Holding and smaller rival ASM International are up 2.3% and 4.1%, respectively. BE Semiconductor Industries, the Dutch supplier of semiconductor assembly equipment, is up 2.6%. German chip maker Infineon Technologies' stock gains 4.6%. STMicroelectronics shares are up 2.7%. 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Why Investors are Still Gun-Shy.","url":"https://stock-news.laohu8.com/highlight/detail?id=2672908857","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672908857?lang=en_us&edition=fundamental","pubTime":"2026-10-02 15:30","pubTimestamp":1790926200,"startTime":"0","endTime":"0","summary":"On Wednesday, memory-maker Micron Technology reported another beat-and-raise quarter, with 379% sales growth and an astounding 87% gross margin. The stock rose 3%.Come Thursday morning, my inbox was full of questions that all boiled down to, \"What gives with this 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Stanley: Micron (MU.US) \"Boom\" Likely to Last Longer, Reiterates \"Overweight\" Rating and Maintains $1,200 Price Target","url":"https://stock-news.laohu8.com/highlight/detail?id=1129623218","media":"Stock News","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1129623218?lang=en_us&edition=fundamental","pubTime":"2026-10-02 15:03","pubTimestamp":1790924609,"startTime":"0","endTime":"0","summary":"Morgan Stanley released its latest research note pointing out that Micron Technology (MU.US) reported quarterly results that were broadly in line with prior expectations, and while the pace 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Computing is Having a Moment. What to Know About the Hottest Sector After AI.","url":"https://stock-news.laohu8.com/highlight/detail?id=2672379718","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672379718?lang=en_us&edition=fundamental","pubTime":"2026-10-02 15:00","pubTimestamp":1790924400,"startTime":"0","endTime":"0","summary":"\"For Amgen, that means tackling high-complexity computational challenges, from making sense of vast, intricate data sets to modeling interactions at the molecular level. Amgen, like others, is looking for \"quantum advantage,\" or the point where quantum systems can complete a useful task more efficiently than the best available classical supercomputers. In theory, quantum advantage doesn't require fully fault-tolerant systems, which detect and correct errors in real time. This milestone remains elusive, as scaling quantum systems makes them increasingly vulnerable to environmental noise.Today's investments are about exploring capabilities and finding practical applications rather than unlocking immediate efficiencies. \"For me, the opportunity isn't necessarily about streamlining operations, but understanding whether it can help us tackle scientific problems that are difficult to solve with today's tools,\" Russell says.Enthusiasm is spreading across the healthcare landscape. 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Undervalued Stocks Trading Up To 37% Below Fair Value","url":"https://stock-news.laohu8.com/highlight/detail?id=2672079623","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672079623?lang=en_us&edition=fundamental","pubTime":"2026-10-02 10:29","pubTimestamp":1790908187,"startTime":"0","endTime":"0","summary":"Government bond yields are hitting multi decade highs, which is pulling money toward safer income and pressuring many share prices. When borrowing costs jump this fast, some cash rich companies can get marked down more than their underlying cash flows justify. That gap can create opportunity for patient investors. This article highlights three stocks that screen as attractively priced based on their future cash flow potential.\nThe three stocks below are just a small sample, with the 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Stock Price Forecast: Stock Expected to Challenge $300 as Largest-Ever Buyback Begins","url":"https://stock-news.laohu8.com/highlight/detail?id=2672795759","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672795759?lang=en_us&edition=fundamental","pubTime":"2026-10-02 10:00","pubTimestamp":1790906400,"startTime":"0","endTime":"0","summary":"TradingKey - On September 28, Eastern Time, Nvidia (NVDA) shares bucked the trend and gained amid broader pressure on technology stocks, driven primarily by its newly announced massive stock buyback plan. On September 28, Nvidia announced that its board of directors approved an additional $150 billion for its existing share repurchase authorization, bringing the remaining buyback capacity to $235 billion. The company plans to execute the program by the end of fiscal year 2028, marking the largest buyback in U.S. stock market history. Following the announcement, Nvidia rose 1.68% on the day to close at $228.86, touching an intraday high of $233.21, while the Nasdaq Index fell 0.92% over the same period, demonstrating that the buyback news provided clear independent support for the 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Largest Companies by Market Cap (September 2026): Nvidia Leads at $5.56 Trillion, Meta Surges 29% to Overtake Broadcom","url":"https://stock-news.laohu8.com/highlight/detail?id=2672798710","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672798710?lang=en_us&edition=fundamental","pubTime":"2026-10-02 08:00","pubTimestamp":1790899200,"startTime":"0","endTime":"0","summary":"In September 2026, Nvidia retained its top spot globally with a market capitalization of $5.56 trillion, followed closely by Apple, Alphabet (Class A), and Microsoft. Meta Platforms saw the largest shift in the September global market cap rankings: the company surged 29%, pushing its market cap to $1.88 trillion and overtaking Broadcom to rank eighth.\n\nThe Philadelphia Semiconductor Index rose 9.1% in September, accelerating noticeably from a 1.98% gain in August. 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or Oracle: One AI Stock Is a Winner, the Other a Mistake, Says Top Investor","url":"https://stock-news.laohu8.com/highlight/detail?id=2672798111","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672798111?lang=en_us&edition=fundamental","pubTime":"2026-10-02 07:42","pubTimestamp":1790898154,"startTime":"0","endTime":"0","summary":"Micron (NASDAQ:MU) and Oracle (NYSE:ORCL) offer investors two very different routes into AI. 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