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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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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":"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 4.50%.","market":"other","thumbnail":"https://resource.tradingkey.com/uploads/20260608/Micron-98572b9fe3894abab71913abd5864c14.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/uploads/20260608/Micron-98572b9fe3894abab71913abd5864c14.jpg"],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/analysis/stocks/us-stocks/262190120-openai-pauses-training-ai-chip-stocks-plunge-nasdaq-sandisk-micron-intel-tradingkey","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"economic","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2168564065.EUR","LU2290526834.HKD","IE000MB6IJN5.SGD","XNTK","LU0056508442.USD","LU0683600562.USD","SHOC","BK4554","MUZ","IE00B19Z3581.USD","LU2168564495.EUR","LU1861558580.USD","IE000WAW04H5.SGD","LU0823397103.USD","LU0859254822.USD","LU2456880835.USD","LU1316542783.SGD","LU1548497426.USD","LU0444973449.USD","LU1629891620.HKD","IE00B1XK9C88.USD","LU1551013425.SGD","LU0109391861.USD","XLK","SKHU","IE00BQXX3D17.EUR","LU1244550221.USD","LU0417517546.SGD","LU1804176565.USD","INTW","AMDC","FAI","LU0210536198.USD","LU1880398554.USD","LU2357627491.SGD","LU0868494617.USD","IXN","BK4614","AMDW","LU2756315664.SGD","BK4533","LU1242518857.USD","AMYY","IE00BBT3K403.USD","LU0672654240.SGD","IE00B5949003.HKD","SNDC","LU0823413587.USD","LU1914381329.SGD","IE00BKDWB100.SGD","LU1956131251.USD","HK0000304805.HKD","LU2168564222.USD","LU0943347566.SGD","SG9999015952.SGD","LU1989764748.USD","INYY","LU2360107168.USD","SOXY","MUYY","BK4148","LU0048573561.USD","LU2063271972.USD","LU0321505439.SGD","LU1868837136.USD","BK4585","LU0256863902.USD","LU0048584097.USD","BK4532","LU1235294995.USD","SKHN","QQQG","LU0321505868.SGD","SNDK","SG9999015945.SGD","LU1815336760.USD","LU0082616367.USD","LU1242518931.SGD","IE00BVYPNP33.GBP","LU1720051108.HKD","SCHA","JGRO","IE0004091025.USD","LU1951200564.SGD","LU1989764664.SGD","LU0251142724.SGD","INT","LU2148611432.USD","LU0127658192.USD","INTC","MRVU","LU1917777945.USD","WUGI","DRIV","AMUU","IE0004086264.USD","LU1066051811.HKD","BK4604","IE00BVYPNQ40.USD","AIFD","AMDG","QCML","IE0034235303.USD","SGXZ51526630.SGD","LU2471134879.HKD","LU1035775433.USD","IE00BSNM7G36.USD","LU2211815571.USD","LU1989772923.USD","LU1823568750.SGD","LU2355687059.USD","07709","TDV","AMDD","LU0823397285.USD","LU2361045086.USD","BK4170","LU1868836757.USD","SMU00main","IE00BLSP4452.SGD","GLW","SCHM","SNDU","LU2471134523.USD","LU2089985449.USD","QCOM","BK4598","LU0061475181.USD","EFIV","IE00BKVL7J92.USD","SKDD","LU2272731600.USD","LU2417539215.USD","DTCR","LU2168563687.JPY","COWG","SKHYV","LU0642271901.SGD","GLWG","LU0097036916.USD","LU2403377893.USD","LU0823413660.USD","IE0002270589.USD","LU0823421416.USD","LU2462591350.SGD","SINTCmain","LU1303367103.USD","LU0256863811.USD","LU2357305700.SGD","LU1861559042.SGD","LU1232071149.USD","LU0081259029.USD","LU0390134368.USD","IE00BQXX3F31.USD","MUD","LU1992135399.USD","BAI","BK4527","BK4515","USXF","AMDY","LU2023250504.SGD","AMDS","LU0640476718.USD","HYNX","LU2750360641.GBP","LU0963586101.USD","LU2322448957.HKD","LU0149725797.USD","IE0000B7K699.USD","SGXZ99366536.SGD","IE00BZ1G4Q59.USD","LU1169589451.USD","LU1674673428.USD","TTXU","LU2756315318.SGD","SOXQ","LU2250418816.HKD","AMDL","LU0234570918.USD","ILDR","IE00BFMHRM44.USD","LU2168564149.EUR","DISK","IE00BQXX3C00.GBP","LU2360106780.USD","SKHZ","BK4512","SKHL","LU0787776722.HKD","LU1066051498.USD","DAMD","LU1720051017.SGD","LU1880398471.USD","LU1852331112.SGD","BK4605","LU0708995401.HKD","LU0174119429.USD","LU0964807845.USD","LU2764262908.HKD","LU0187121727.USD","LU1267930813.SGD","IE00BK4W5L77.USD","LU2264538146.SGD","LU2213496289.HKD","LINT","LU1244550494.USD","MUG","LU1674673691.USD","IE00B1BXHZ80.USD","LU1066053197.SGD","SKHX","LU1280957306.USD","LU2048586759.USD","LU0109392836.USD","GTEK","SKHY","IE00BK4W5M84.HKD","LU2236285917.USD","LU2102340556.USD","LU0154236417.USD","BK4550","LU0689472784.USD","OPTZ","LEGR","VGT","AMDU","BOBP","CHPS","IE000F7OJYX1.SGD","LU2242649171.HKD","LU1267930730.SGD","IE00B7SZLL34.SGD","LU0957808578.USD","LU1974910355.USD","LU0868494708.USD","FTEC","CNAV","LU2461242641.AUD","LU2286300806.USD","IE00BLSP4239.USD","IE000SO60NU8.SGD","AIS","IE0009356076.USD","BK4534","LU1992135472.HKD","LU1064131342.USD","LU1861220033.SGD","BK4579","BK4141","SKUU","LU0792757196.USD","BK4573","LU0820562030.AUD","CHPX","LU1169590202.USD","IETC","LU0079474960.USD","BK4575","IE000BZT7R73.USD","AIQ","LU1551013342.USD","WLDR","LU2471134796.USD","MULL","LU1868837300.USD","LU2272731865.HKD","LU0198837287.USD","BK4588","BK4553","LU2543165471.USD","LU0054578231.USD","LU1778281490.HKD","LU1868836914.USD","BK4535","BK4529","LU1366333091.USD","SG9999001424.SGD","LU2054465674.USD","LU2361044865.SGD","LU1989772840.SGD","LU1496350502.SGD","PSI","SMH","SNXX","LU2860962120.EUR","LU2244417387.USD","TRFK","IE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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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Stock Market Faces a Triple Threat but it Can Emerge Victorious","url":"https://stock-news.laohu8.com/highlight/detail?id=2670349922","media":"Dow Jones","labels":["merge"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670349922?lang=en_us&edition=fundamental","pubTime":"2026-09-28 19:42","pubTimestamp":1790595720,"startTime":"0","endTime":"0","summary":"The stock market is facing a triple threat to start the week, but there's reason to hope it can overcome all three of its nemeses.Oil prices and bond yields are putting stocks under pressure, while artificial-intelligence safety fears are also back.Brent crude prices have jumped around 4% back above $100 a barrel after the U.S. and Iran failed to broker a deal to end the war in the Middle East. Bond yields were rising in step.But significantly, President Donald Trump said Sunday that negotiations will carry on-a breakthrough this week would be a big boost for stocks.AI safety is a concern again after OpenAI said it has halted the training of its latest models. But the drops in Sandisk, Micron, Marvell and other tech stocks are less severe than when the AI giants called for a global slowdown two weeks ago. AI stocks overcame that scare, too.You can subscribe to the Barron's Daily newsletter here.&#128200; Here's what's happening in markets today:Stock futures drop as Iran stalemate 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