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Memory Stocks to Watch Beyond Micron Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2673245774","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673245774?lang=en_us&edition=fundamental","pubTime":"2026-10-05 10:24","pubTimestamp":1791167042,"startTime":"0","endTime":"0","summary":"Micron’s blowout quarter, with revenue jumping by about $43b year over year and operating margins above 80% in some lines, has refocused attention on who supplies the tools, materials, and services behind that AI memory surge. Investors watching tight supply, strong pricing, and a single digit forward P/E on Micron may see more than one way to consider this story. This article walks through three stocks exposed to that same earnings shock and explains how each could either sharpen or dull...","market":"nz","thumbnail":"https://simplywall.st/cdn-cgi/image/fit=cover,format=auto,width=320,height=180/https://images.simplywall.st/asset/industry/8211000-choice2-card/1788934045157","type":0,"news_type":0,"thumbnails":["https://simplywall.st/cdn-cgi/image/fit=cover,format=auto,width=320,height=180/https://images.simplywall.st/asset/industry/8211000-choice2-card/1788934045157"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/de/semiconductors/etr-smhn/suss-microtec-shares/news/ai-memory-stocks-to-watch-beyond-micron-stock","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://simplywall.st/stocks/de/semiconductors/etr-smhn/suss-microtec-shares/news/ai-memory-stocks-to-watch-beyond-micron-stock","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":"simplywall_highlight","symbols":["SG9999015986.USD","LU0082616367.USD","LU0234570918.USD","LU2089985449.USD","LU0127658192.USD","LEGR","SG9999015945.SGD","AIS","SG9999015952.SGD","BAI","BK4575","USXF","CHPX","LU1316542783.SGD","LU0642271901.SGD","IE00B1XK9C88.USD","LU0061475181.USD","LU2211815571.USD","SOXX","SGXZ81514606.USD","LU1145028129.USD","LU1323610961.USD","IE00BK4W5M84.HKD","LU0256863811.USD","WLDR","LU2471134879.HKD","LU1674673691.USD","LU2168564149.EUR","LU2403377893.USD","LU0274383776.USD","LU0256863902.USD","IE0002270589.USD","BK4141","LU2213496289.HKD","LU0889565833.HKD","LU2543165471.USD","LU2471134952.CNY","LU0964807845.USD","MU","LU0109392836.USD","LU2750360997.AUD","IE000M9KFDE8.USD","LU1989764748.USD","LU1778281490.HKD","LU1280957306.USD","LU0672654240.SGD","LU0097036916.USD","LU1868836914.USD","LU1861215975.USD","MUU","LU0238689110.USD","LU1720051108.HKD","LU1803068979.SGD","EFIV","AIFD","LU0353189680.USD","BK4532","BK4147","LU1551013425.SGD","CGGO","SG9999001424.SGD","JGRO","LU2471134523.USD","EMSF","LU2750360641.GBP","LU1868836757.USD","LU1674673428.USD","LU1989764664.SGD","LU2756315664.SGD","LU1852331112.SGD","XNTK","LU2357627491.SGD","LU0859254822.USD","LU0323591593.USD","LU0154236417.USD","LU2931357623.SGD","LU2168564222.USD","BK4553","LU2048586759.USD","LU0792757196.USD","LU2360106780.USD","MIC","PTF","BK4533","SOXQ","LU0081259029.USD","WUGI","LU1267930813.SGD","IETC","PSI","BK4566","BK4579","CHPS","FTEC","LU0889566641.SGD","LU0787776722.HKD","IE00BK4W5L77.USD","MUZ","LU1868836591.USD","LU2471134796.USD","SGXZ51526630.SGD","IE0009356076.USD","SG9999015978.USD","IE00B19Z3B42.SGD","SGXZ99366536.SGD","VGT","LU0320765059.SGD","LU0203347892.USD","LU0719512351.SGD","SHOC","TRFK","LU0210536198.USD","LU2360107168.USD","IE00B7SZLL34.SGD","LU2054465674.USD","FTXL","LU1366333091.USD","LU1548497426.USD","BK4605","SMH","IE00BJLML261.HKD","LU2168563687.JPY","LU0353189763.USD","LU0203345920.USD","LU2357305700.SGD","IE00B5949003.HKD","MUG","IE0034235303.USD","BK4588","LU2458330243.SGD","LU2756315318.SGD","LU2290526834.HKD","LU0820561818.USD","IE00BWXC8680.SGD","LU2458330169.SGD","LU2250418816.HKD","LU2102340556.USD","LU1861220033.SGD","BK4585","KLIC","LU0056508442.USD","RULE","LU0683600562.USD","IXN","LU0640476718.USD","LU2896262040.SGD","IE00B19Z3581.USD","BK4543","SMU00main","TTXU","LU1629891620.HKD","LU2860962120.EUR","BOBP","FAI","LU2168564065.EUR","BK4512","LU0417517546.SGD","XLK","LU1868837300.USD","AIQ","LU0820561909.HKD","LU0689472784.USD","TDV","EGGY","LU2087625088.SGD","FDTX","IE00BKDWB100.SGD","IE00BSNM7G36.USD","BK4554","LU0157215616.USD","GB00BDT5M118.USD","LU0708995401.HKD","LU2023250330.USD","LU1914381329.SGD","LU0133085943.USD","LU0820562030.AUD","LU2286300806.USD","MUYY","LU1720051017.SGD","LU1551013342.USD","LU1267930730.SGD","LU0109391861.USD","LU2168564495.EUR","BK4527","FXL","LU0096364046.USD","LU1868837136.USD","LU0943347566.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2673017417","title":"Micron’s FY26 Revenue Soars 3.5x YoY. FY27 Looks Even Better, Right? 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AI accelerators require high-bandwidth memory to transfer data, while training and inference systems rely on high-capacity DRAM and enterprise SSDs to store models, data, and intermediate results. Among key players, Micron (MU) maintains a presence across DRAM, HBM, and NAND, whereas SanDisk (SNDK) places its main bet on NAND flash memory and enterprise data center storage. 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Here is a recap of the key news on this stock. Advanced Micro Devices...","market":"nz","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tipranks_highlight","url":"https://www.tipranks.com/news/weekend-updates/advanced-micro-devices-bets-big-on-space-and-physical-ai?utm_source=itigerup.com&utm_medium=referral","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tipranks.com/news/weekend-updates/advanced-micro-devices-bets-big-on-space-and-physical-ai?utm_source=itigerup.com&utm_medium=referral","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":"tipranks_highlight","symbols":["DAMD","TTEQ","SOXX","LU1852331112.SGD","AMDW","GAMR","LU0274383776.USD","AIQ","LU0127658192.USD","LU1989772840.SGD","LEGR","LU2108987350.USD","LU1267930730.SGD","LU1989764664.SGD","LU1232071149.USD","LU1303367103.USD","BK4612","LU2360107168.USD","LU2543165471.USD","LU1064131342.USD","BK4529","LU0048584097.USD","LU2355687059.USD","SMH","LU1951198990.SGD","LU2242649171.HKD","LU2265009873.SGD","AMDY","LU2462591350.SGD","BK4614","LU2290526834.HKD","AMDC","LU0823421333.USD","LU0786609619.USD","LU0719512351.SGD","IE00B5949003.HKD","LU0081259029.USD","BK4554","LU2860962120.EUR","WISE","SGXZ51526630.SGD","BK4573","IE00BKVL7J92.USD","BK4532","SGXZ81514606.USD","XNTK","AMDL","LU1316542783.SGD","IE0009356076.USD","LU0823434740.USD","LU0792757196.USD","AMUU","LU2417539215.USD","LU1861215975.USD","AMYY","LU0708995401.HKD","LU0672654240.SGD","LU0823434583.USD","IE00BMPRXR70.SGD","LU1951200564.SGD","LU0348723411.USD","PSI","IE00BQXX3F31.USD","QQQA","BK4588","CNAV","SGXZ99366536.SGD","IE00BZ1G4Q59.USD","LU1880398471.USD","LU0174119429.USD","LU0082616367.USD","LU1861220033.SGD","LU1923623000.USD","CHPS","LU1988902786.USD","LU0889566641.SGD","LU0198837287.USD","LU0251132253.USD","LU0642271901.SGD","LU2461242641.AUD","LU2054465674.USD","IE00B1BXHZ80.USD","LU0210536198.USD","LU2361044865.SGD","BK4141","LU0133085943.USD","LU0823421416.USD","LU1989764748.USD","AMDS","LU1242518857.USD","LU2931357623.SGD","FTXL","LU2361045086.USD","AMD","WUGI","SAMD0main","LU0889565833.HKD","IE00BQXX3C00.GBP","USXF","LU1880398554.USD","LU2456880835.USD","TEK","AMDD","LU2360106780.USD","BAI","BK4534","LU0109392836.USD","LU2250418816.HKD","LU2896262040.SGD","SMHX","IE0004445239.USD","BK4512","LU2458330169.SGD","FAI","LU1989772923.USD","BK4566","IE00BMPRXN33.USD","LU1803068979.SGD","LU0056508442.USD","LU2098885051.SGD","LU2247934214.USD","LU2089985449.USD","IE00BQXX3D17.EUR","IE0001KFT4U8.USD","LU2264538146.SGD","LU0979878070.USD","TRFK","LU0109391861.USD","BK4605","BK4585","LU0320765059.SGD","BK4543","ILDR","BK4575","AMDU","AIS","SG9999001424.SGD","LU2236285917.USD","LU2458330243.SGD","LU1804176565.USD","LU1861558580.USD","LU1242518931.SGD","LU2361044949.HKD","IETC","IE00BMPRXQ63.HKD","AMDG","SOXY","LU1861559042.SGD","LU1267930813.SGD","LU0390134368.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2672268077","title":"AMD (AMD) Stock Looks Hard To Value On Cash Flow Alone","url":"https://stock-news.laohu8.com/highlight/detail?id=2672268077","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672268077?lang=en_us&edition=fundamental","pubTime":"2026-10-03 21:23","pubTimestamp":1791033808,"startTime":"0","endTime":"0","summary":"Advanced Micro Devices has joined the small group of chip companies with a US$1t valuation, after a very large 5 year share price gain. This puts sharper focus on whether the current price is adequately supported by the cash flows investors expect the business to produce.\n\nOver the past 5 years, AMD has returned about 503.4%, so a lot of future cash generation is already being treated as valuable by the market.\nThe agreed US$8.2b all stock acquisition of AI research firm World Labs, and 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