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Technology Seen Insulated from Future Declines in Memory Pricing","url":"https://stock-news.laohu8.com/highlight/detail?id=2669143822","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2669143822?lang=en_us&edition=fundamental","pubTime":"2026-09-24 01:42","pubTimestamp":1790185320,"startTime":"0","endTime":"0","summary":"1342 ET - The key debate regarding Micron's stock is the balance between momentum in memory technology demand and pricing and the duration of the memory shortage, according to UBS in a note. So far, it seems that the mismatch between memory supply and demand will widen in 2027. But even if open market memory prices fall by around 80% at the end of the cycle, beginning in the back half of 2028, Micron should still show strength, the analysts say. \"We think trough annualized EPS will still be HIGHER than where MU will likely guide annualized EPS next Q--a very powerful statement and one that we think the market will ultimately reward,\" they say. Micron is off 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Its efforts to try and shoehorn the artificial intelligence 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Has 'clearly Turned the Corner.' 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iPhone 18 Pro Wait Times Stay Near Last Year’s Levels Despite Higher Prices","url":"https://stock-news.laohu8.com/highlight/detail?id=2669480702","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2669480702?lang=en_us&edition=fundamental","pubTime":"2026-09-24 00:56","pubTimestamp":1790182598,"startTime":"0","endTime":"0","summary":"Tech giant Apple ($AAPL) is seeing iPhone 18 Pro shipping times that remain close to last year’s levels despite large price increases in several 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Chip Shortage Expected to Deepen Into 2027 as Demand Surges, UBS Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2669807844","media":"MT Newswires Live","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2669807844?lang=en_us&edition=fundamental","pubTime":"2026-09-24 00:55","pubTimestamp":1790182525,"startTime":"0","endTime":"0","summary":"Micron Technology's (MU) fundamentals keep improving as demand for its memory chips continues to outpace supply into 2027, shifting investor focus toward the durability of that demand and the 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Average iPhone Wait Times Increase, UBS Says; Maintains 'Neutral' Rating","url":"https://stock-news.laohu8.com/highlight/detail?id=2669480440","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2669480440?lang=en_us&edition=fundamental","pubTime":"2026-09-24 00:45","pubTimestamp":1790181934,"startTime":"0","endTime":"0","summary":"Apple's  average wait times for iPhone 18 availability rose about 3 days for the Pro model and about 2 days for the Pro Max model week-over-week, resulting in flattish year-over-year deltas, UBS Securities said Tuesday in a note.The data suggest \"potentially improving demand trends on the margin,\" UBS said.Wait times were essentially unchanged week-over-week for the Pro model in China, as well as the Pro Max model in both China and Japan, according to the note.UBS believes wait times heading into the Duo launch in October are important to track, while iPhone availability in China is also worth monitoring, as demand for Apple's foldable phone is higher there than in other markets, the note added.UBS estimates September quarter iPhone revenue and units of $55.9 billion and 55 million, respectively, up 14% and 2.8% year-over-year. 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