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Stock Forecast: BofA Says AI May Have Broken Memory Cycle, Stock Could Rise to $1,144","url":"https://stock-news.laohu8.com/highlight/detail?id=2661423502","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2661423502?lang=en_us&edition=fundamental","pubTime":"2026-08-20 23:30","pubTimestamp":1787239809,"startTime":"0","endTime":"0","summary":"Micron (MU) shares pulled back slightly after breaking above $1,000 and are currently hovering around $950. Bank of America believes artificial intelligence may have broken the memory boom-and-bust cycle, projecting long-term and massive earnings growth for Micron Technology. According to BofA's scenario model, Micron's revenue could reach $377.3 billion in fiscal year 2030, far exceeding the market consensus of $280.5 billion. On the profitability front, BofA expects its EPS to reach $236.16, representing a compound annual growth rate (CAGR) of up to 34.1%. The market's current valuation of Micron remains relatively conservative, standing at only about 6 times projected FY2027 earnings.","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/262121630-micron-mu-ai-memory-cycle-interest-dram-hbm-shortage-1000-price-1144-tradingkey","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":null,"symbols":["LU0109391861.USD","BK4532","LU0056508442.USD","PSI","HBMX","LU0133085943.USD","JGRO","LU1868836757.USD","TTXU","SOXQ","IE00BK4W5L77.USD","BK4585","LU2931357623.SGD","SHOC","LU1674673691.USD","LU0082616367.USD","EGGY","FXL","LU2250418816.HKD","LU0642271901.SGD","LU2896262040.SGD","MUYY","AIS","LU2357305700.SGD","CHPS","LU0943347566.SGD","LU1316542783.SGD","LU0203345920.USD","SGXZ51526630.SGD","LU0689472784.USD","LU0820561909.HKD","BK4527","LU1868836591.USD","LU1989764748.USD","LU1267930813.SGD","LU2750360997.AUD","LU0203347892.USD","SG9999001424.SGD","LU0889566641.SGD","LU1868837136.USD","LU1914381329.SGD","SGXZ81514606.USD","LU0256863902.USD","LU1551013425.SGD","LU2756315318.SGD","BOBP","LU0787776722.HKD","BK4588","LU2290526834.HKD","LU1989764664.SGD","AIFD","CHPX","LU2286300806.USD","IE00BKDWB100.SGD","WUGI","MUU","LU1720051017.SGD","IE0009356076.USD","LU0109392836.USD","EMSF","LU1145028129.USD","LU2360107168.USD","LU1366333091.USD","LU2543165471.USD","LU0792757196.USD","IXN","SOXX","BK4566","FAI","LU0320765059.SGD","LU0157215616.USD","LU1629891620.HKD","LU0672654240.SGD","LU1852331112.SGD","LU0256863811.USD","LU1778281490.HKD","XNTK","LU2403377893.USD","IE00B19Z3581.USD","IE00BSNM7G36.USD","BK4575","MIC","LU1861215975.USD","LU0127658192.USD","IE00BK4W5M84.HKD","BK4533","FTXL","LU0683600562.USD","GB00BDT5M118.USD","LU2168564065.EUR","BK4512","SMH","IE000M9KFDE8.USD","IE0034235303.USD","FDTX","MUG","LU2168563687.JPY","MU","LU0708995401.HKD","IETC","BK4554","CGGO","LU1868836914.USD","USXF","LU1267930730.SGD","LU1551013342.USD","LU0238689110.USD","LU1803068979.SGD","IE00BWXC8680.SGD","BAI","LU1674673428.USD","LU2168564222.USD","LU0081259029.USD","LU1323610961.USD","LU1868837300.USD","RULE","SMU00main","BK4141","LU0154236417.USD","LU0889565833.HKD","MUZ","LU1720051108.HKD","BK4553","PTF","LU2458330243.SGD","LU0210536198.USD","IE00B7SZLL34.SGD","LU0859254822.USD","LU0964807845.USD","LU2471134879.HKD","LU2054465674.USD","TRFK","FTEC","LU1861220033.SGD","BK4579","IE00B1XK9C88.USD","IE00BJLML261.HKD","LU2756315664.SGD","LU2089985449.USD","LU2102340556.USD","SGXZ99366536.SGD","XLK","BK4543","LU1548497426.USD","LU0323591593.USD","IE00B5949003.HKD","LU2213496289.HKD","BK4605","LU2471134796.USD","LU0417517546.SGD","LU0096364046.USD","IE00B19Z3B42.SGD","IE0002270589.USD","LU2750360641.GBP","WLDR","EFIV","LU2471134523.USD","LU2048586759.USD","LU2360106780.USD","LU2211815571.USD","AIQ","LU0820562030.AUD","LU0640476718.USD","LU0719512351.SGD","LU2458330169.SGD","LU0820561818.USD","LU2168564149.EUR","LU2357627491.SGD","LEGR","LU2023250330.USD","LU2471134952.CNY","LU0061475181.USD","LU0274383776.USD","LU1280957306.USD","LU2168564495.EUR","MUD","VGT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660235801","title":"Why Merck Stock Got Downgraded After a Massive Cancer-Vaccine Win","url":"https://stock-news.laohu8.com/highlight/detail?id=2660235801","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660235801?lang=en_us&edition=fundamental","pubTime":"2026-08-20 23:30","pubTimestamp":1787239800,"startTime":"0","endTime":"0","summary":"Merck stock closed at a record on Wednesday following a cancer-vaccine breakthrough with Moderna. Just as investors began digesting the news, Wall Street moved to temper expectations.To be clear, it i","market":"nz","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","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":null,"symbols":["IE00BLSP4239.USD","LU1116320737.USD","LU0965509101.SGD","LU0130102774.USD","LU0070302665.USD","LU1162221912.USD","LU0058720904.USD","LU0234572021.USD","LU2023250504.SGD","LU1066051498.USD","LU1934455863.HKD","IE00BJJMRZ35.SGD","LU0289739699.SGD","LU0203345920.USD","IE00B4R5TH58.HKD","SG9999001440.SGD","LU2106854487.HKD","LU0006306889.USD","IE00BLSP4452.SGD","LU1929549753.HKD","SG9999015341.SGD","LU1989771016.USD","LU0965509010.AUD","LU1291159041.SGD","LU0266013472.USD","LU1069347547.HKD","LU1201861249.SGD","LU0320765646.SGD","IDNA","BK4533","LU0823416689.USD","PPH","FTXH","IE00B1BXHZ80.USD","LU2433249047.HKD","BK4534","IE00BBT3K403.USD","GDOC","LU1585245621.USD","BK4532","LU1093756168.USD","LU2112291526.USD","LU1057294990.SGD","FHLC","HRTS","LU0265550946.USD","LU1037948897.HKD","LU0211331839.USD","GNOM","SG9999002232.USD","TRUH","BK4007","LU1934455194.USD","LU0648001328.SGD","LU2357627491.SGD","LU2360032135.SGD","BK4548","LU0208291251.USD","JDOC","LU2089984988.USD","BK4139","BK4568","LU2125154935.USD","LU2324357040.USD","SG9999015358.SGD","LU0868494617.USD","MRK","LU0098860793.USD","LU2361044949.HKD","LU0980610538.SGD","LU1934455277.USD","LU1093756325.SGD","LU0689626769.HKD","SG9999014542.SGD","LU2361044865.SGD","LU1430594728.SGD","LU1917777945.USD","LU1699723380.USD","LU0130517989.USD","LU2023250843.SGD","LU2491050071.SGD","BK4551","VHT","IE0009355771.USD","BK4559","IE00BN8TJ469.HKD","LU0965509283.SGD","LU1989772923.USD","RXL","LU0942090050.USD","SG9999013999.USD","SG9999014567.USD","WDNA","LU0861579265.USD","LU2125909247.SGD","IE00BFTCPJ56.SGD","LU0265550359.USD","LU0122379950.USD","SG9999001176.SGD","LU1066051225.USD","LGHT","LU1035773651.USD","LU1061106388.HKD","SG9999002224.SGD","LU0859254822.USD","IE00BSNM7G36.USD","IYH","LU2491049909.HKD","LU2361045086.USD","SG9999014575.USD","IE00B2B36J28.USD","PAWZ","IXJ","LU1023059063.AUD","LU0238689110.USD","LU1941712348.USD","IE00BJT1NW94.SGD","LU0106261372.USD","LU1983299246.USD","LU2125909593.SGD","BK4588","SG9999001176.USD","MRNY","IE000M9KFDE8.USD","LU2491050154.USD","LU0320765489.SGD","SGXZ57979304.SGD","LU1941712264.USD","LU1923622614.USD","IE0002141913.USD","BK4516","MRNA","LU1037948541.HKD","LU1989772840.SGD","LU0868494708.USD","LU0985320562.USD","BK4550","LU1116320901.HKD","SG9999014559.SGD","LU1066053197.SGD","BMED","LU2461242641.AUD","BK4585","LU0432979614.USD","LU0124676726.USD","LU0203347892.USD","LU1066051811.HKD","LU1974910355.USD","MRNX","BK4501","LU2125154778.USD","LU1571399168.USD","XLV","LU0477156953.USD","IHE","LU2468319806.SGD","LU0965508806.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660024233","title":"These Analysts Boost Their Forecasts On Target After Upbeat Q2 Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2660024233","media":"Benzinga Earnings","labels":["dataReport","express"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660024233?lang=en_us&edition=fundamental","pubTime":"2026-08-20 23:26","pubTimestamp":1787239566,"startTime":"0","endTime":"0","summary":"Target Corp (TGT) reported strong Q2 earnings, beating analyst estimates and raising its sales and EPS guidance. Analysts have raised price targets.","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":"11c8fbbf839f433c9d274cef5f173382","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.benzinga.com/analyst-stock-ratings/price-target/26/08/61334438/these-analysts-boost-their-forecasts-on-target-after-upbeat-q2-earnings","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport,express","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0310800965.SGD","LU2237443549.SGD","LU0823411888.USD","BK4532","LU1244550494.USD","BK4504","LU1244550577.SGD","BK4114","LU0128525689.USD","LU1267930227.SGD","LU2237443382.USD","LU2237443978.SGD","TGT","BK4533","LU0211327993.USD","BK4596","LU0211328371.USD","LU0310799852.SGD","BK4588","BK4585","LU0052756011.USD","BK4597","BK4155","LU1244550221.USD","LU2237443622.USD","LU1267930490.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660233757","title":"Nvidia's AI Demand, Rubin Ramp Support Strong Q2, RBC Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2660233757","media":"MT Newswires Live","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660233757?lang=en_us&edition=fundamental","pubTime":"2026-08-20 23:21","pubTimestamp":1787239317,"startTime":"0","endTime":"0","summary":"Nvidia  is expected to deliver another strong quarter as demand for AI compute remains strong and the initial Rubin platform ramp begins, RBC Capital Markets said.RBC models fiscal Q2 revenue of $91.1 billion and adjusted EPS of $2.06, compared with consensus estimates of $92 billion and $2.09, respectively. The firm expects fiscal Q3 revenue guidance to come in about 5% above the $103.8 billion consensus.The initial Rubin platform ramp is expected to carry a more than 50% average selling price premium, along with an estimated $10 billion of incremental standalone CPU opportunity in the second half of the year, according to the report Wednesday.RBC also pointed to Nvidia's access to component supply, citing $119 billion of purchase commitments in the last quarter. 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Stocks Have Higher Valuations than Tech. They Deserve It.","url":"https://stock-news.laohu8.com/highlight/detail?id=2660330142","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660330142?lang=en_us&edition=fundamental","pubTime":"2026-08-20 23:21","pubTimestamp":1787239260,"startTime":"0","endTime":"0","summary":"AI is creating trillions in stock market value, but technology isn't the sector benefiting the most. That distinction falls to rusty old industrials.Take Nordson, for example. 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bullish activity in NVIDIA with shareslittle changed","url":"https://stock-news.laohu8.com/highlight/detail?id=2660233717","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660233717?lang=en_us&edition=fundamental","pubTime":"2026-08-20 23:20","pubTimestamp":1787239215,"startTime":"0","endTime":"0","summary":"Moderately bullish activity in NVIDIA (NVDA), with shares up 10c, or 0.04%, near $217.66. Options volume relatively light with 899k contracts 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Top and Bottom Performing Stocks at About 11:01 A.m. 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Growth Appears Structural Amid Durable Execution, BofA Securities Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2660364233","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660364233?lang=en_us&edition=fundamental","pubTime":"2026-08-20 22:55","pubTimestamp":1787237719,"startTime":"0","endTime":"0","summary":"Etsy's  growth appears more structural, instead of a spike, amid durable execution under CEO Kruti Patel Goyal's leadership, BofA Securities said in a Thursday note.Goyal has been executing on her growth pillars, evidenced by the inflection in average order value, the investment firm said. Mobile applications gains are leading to richer buyer profiles, backing conversion and customer lifetime value, BofA Securities added.Etsy is also positioned to ramp capital returns with more than $1 billion of funds from the Depop sale, serving as a tailwind for earnings per share, the brokerage noted.BofA Securities raised its 2027 non-GAAP EPS forecast for the company to $6.38, compared with the $6.27 Street consensus.BofA upgraded Etsy to buy from neutral, with a price target of $105, up from $88.Third-party data suggests conservative guidance and further growth upside, BofA Securities said.Price: 81.88, Change: +1.42, Percent Change: +1.76","market":"sg","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":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"mtnewswires_news","symbols":["LU0054578231.USD","BK4588","ETSY","BK4585","BK4532","BK4220","BK4122"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660238279","title":"Lowe's Companies Inc : Exane BNP Paribas Cuts Target Price to $191 from $202","url":"https://stock-news.laohu8.com/highlight/detail?id=2660238279","media":"THOMSON REUTERS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660238279?lang=en_us&edition=fundamental","pubTime":"2026-08-20 22:43","pubTimestamp":1787237030,"startTime":"0","endTime":"0","summary":null,"market":"us","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:20260820:nFWN44H12R:1","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":"reuters_en_live","symbols":["LU2237443465.HKD","LU1778281490.HKD","LU1074936037.SGD","LOW","LU0198837287.USD","BK4588","LU0314106906.USD","BK4597","LU2237443549.SGD","LU0312595415.SGD","BK4532","LU0868494617.USD","LU0302445910.USD","LU2237443382.USD","BK4504","LU2237443622.USD","LU1674673691.USD","BK4534","LU2133065610.SGD","LU0868494708.USD","LU2237443978.SGD","BK4581","BK4083","BK4533","LU1674673428.USD","LU2275660780.HKD","LU1506573853.SGD","LU2237443895.HKD","BK4585","IE0034235188.USD","LU0942090050.USD"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":141,"pageCount":35,"totalSize":2812,"code":"91000000","status":"200"}]}}