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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 the \"low $400s,\" the reports said.He also enlarged his Palantir  put position centered at a September 2027 expiration in the \"low $100s.\"Burry cited Ares Management research on risks tied to unproven AI revenue and comments from Acer's CEO on the return of memory chip cyclicality, according to the 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Expected to Post Earnings of $31.28 a Share - Earnings Preview","url":"https://stock-news.laohu8.com/highlight/detail?id=2671268005","media":"Reuters","labels":["dataReport","preview"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671268005?lang=en_us&edition=fundamental","pubTime":"2026-09-29 06:02","pubTimestamp":1790632939,"startTime":"0","endTime":"0","summary":"Micron Technology, Inc. <MU.OQ> expected to post earnings of $31.28 a share - Earnings PreviewMicron Technology, Inc.MU.OQMU.Ois expected to  show a rise in quarterly revenue when it reports  results ","market":"fut","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://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260928:nL8N45K20J:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport,preview","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0203345920.USD","LU2168564495.EUR","LU0417517546.SGD","BK4553","LU0081259029.USD","IXN","MIC","LU1674673428.USD","BK4527","LU0640476718.USD","IE0002270589.USD","CHAT","LU2403377893.USD","LU2054465674.USD","FTXL","LU0082616367.USD","SOXX","LU1861215975.USD","EFIV","MU","SGXZ99366536.SGD","EMSF","LU1629891620.HKD","USXF","BK4532","CHPS","XNTK","ARTY","LU2756315664.SGD","LU2931357623.SGD","LU0353189763.USD","LU1280957306.USD","LU0353189680.USD","LU2048586759.USD","LU2543165471.USD","LU2458330243.SGD","GB00BDT5M118.USD","LU2357627491.SGD","IE00BWXC8680.SGD","LU1861220033.SGD","LU0820561818.USD","LU1720051017.SGD","LU0109391861.USD","CGGO","FAI","AIS","DISK","IE000M9KFDE8.USD","IE00BK4W5M84.HKD","IE00BSNM7G36.USD","MUU","AIFD","IE00B5949003.HKD","LU2168563687.JPY","PSI","MUZ","SOXQ","LU1868837300.USD","LEGR","LU0109392836.USD","LU1868836757.USD","BK4585","BK4141","IE00B1XK9C88.USD","LU0210536198.USD","LU1267930813.SGD","IE00BKDWB100.SGD","AIQ","LU1778281490.HKD","WLDR","XLK","SGXZ81514606.USD","LU2750360997.AUD","LU1366333091.USD","IE00BJLML261.HKD","LU1803068979.SGD","LU2211815571.USD","LU0792757196.USD","BK4605","LU0203347892.USD","LU2168564065.EUR","LU2458330169.SGD","EGGY","LU0964807845.USD","LU0859254822.USD","LU0097036916.USD","IETC","LU1551013342.USD","LU2357305700.SGD","LU2750360641.GBP","CHPX","LU1989764748.USD","LU2756315318.SGD","IE00B7SZLL34.SGD","SG9999001424.SGD","LU2471134952.CNY","RULE","LU2168564149.EUR","LU0719512351.SGD","BK4575","LU2360106780.USD","LU0787776722.HKD","LU0820561909.HKD","LU0642271901.SGD","LU0127658192.USD","LU0256863902.USD","SHOC","LU2360107168.USD","LU1323610961.USD","LU2250418816.HKD","DRMY","PTF","LU2290526834.HKD","FXL","LU1551013425.SGD","LU1914381329.SGD","MULL","LU1720051108.HKD","LU2168564222.USD","LU2471134796.USD","SMU00main","LU0056508442.USD","BK4512","BK4533","LU0274383776.USD","LU0943347566.SGD","BK4543","LU1868836914.USD","LU0320765059.SGD","LU1316542783.SGD","LU2896262040.SGD","LU0889566641.SGD","MUYY","LU0256863811.USD","LU1674673691.USD","LU1852331112.SGD","LU0238689110.USD","LU1868837136.USD","LU1989764664.SGD","LU1868836591.USD","LU1548497426.USD","MUD","SMH","IE00BK4W5L77.USD","LU0820562030.AUD","LU2023250330.USD","BK4588","BK4579","LU0157215616.USD","TRFK","LU2102340556.USD","JGRO","IE00B19Z3581.USD","VGT","LU0689472784.USD","LU0683600562.USD","HBMX","LU0133085943.USD","LU2471134523.USD","LU0096364046.USD","LU0323591593.USD","BK4566","IE0009356076.USD","LU0708995401.HKD","LU0154236417.USD","IE00B19Z3B42.SGD","LU2087625088.SGD","BOBP","LU0672654240.SGD","LU0889565833.HKD","LU1267930730.SGD","LU2213496289.HKD","LU0061475181.USD","LU2089985449.USD","BAI","MUG","LU2471134879.HKD","TTXU","FDTX","LU2286300806.USD","SGXZ51526630.SGD","FTEC","BK4554","IE0034235303.USD","LU0234570918.USD","LU1145028129.USD","WUGI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2671110250","title":"Stocks to Watch Recap: Intel, MongoDB, Nvidia, Meta","url":"https://stock-news.laohu8.com/highlight/detail?id=2671110250","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671110250?lang=en_us&edition=fundamental","pubTime":"2026-09-29 04:40","pubTimestamp":1790628000,"startTime":"0","endTime":"0","summary":"Boeing : Shares of the jet maker fell 6.9% after a Wall Street Journal article over the weekend said Boeing had identified a 737 MAX software glitch that could cause an automated navigation feature to fail.MongoDB : The document database company's CEO is leaving after less than a year to lead Meta Platforms' new business focused on selling artificial-intelligence tools to enterprise customers. 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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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 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Memory, and Optical Communication Stocks Fall Across the Board; ARM Plunges Nearly 10%, Nvidia Defies Trend with Gain of Over 2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1121193765","media":"Tiger Newspress","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1121193765?lang=en_us&edition=fundamental","pubTime":"2026-09-28 23:17","pubTimestamp":1790608620,"startTime":"0","endTime":"0","summary":"Chip, memory, and optical communication stocks fell across the board. The Philadelphia Semiconductor Index dropped 3%. $ARM Holdings(ARM)$ plunged nearly 10%, $Qualcomm(QCOM)$ sank more than 7%,...","market":"us","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":true,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["NVDD","NVDQ","SKHA","WDC","SKHL","NVDU","WDCX","NVD","LITG","NVDX","LITX","NVYY","MUYY","SNDK","QCML","SNDQ","MUD","NVDW","MUU","NVDS","WDCC","MULL","ARM","QCMD","QCOM","SKHZ","DIPS","NVDA","NVDL","SNDG","ARMW","SKHU","MUZ","ARMU","NVDB","LITE","LITZ","SK","SKHQ","SNXX","NVDY","07709","HYNX","QCMU","NVII","07388","LITU","SKHY","SNDU","ARMA","MIC","MUG","NVDG","ANV","SKHN","SNDC","NVC","MU","SKDD","ARMG","NVDO","07788","SKUU","LITC","SKHX"],"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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