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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":["LU0708995401.HKD","LU2087625088.SGD","GB00BDT5M118.USD","SGXZ81514606.USD","LU0964807845.USD","LU1629891620.HKD","LU1868837136.USD","IE0002270589.USD","LU0082616367.USD","LU0792757196.USD","FTXL","LEGR","LU2471134879.HKD","LU2168563687.JPY","PSI","VGT","LU2357627491.SGD","LU0154236417.USD","LU1861215975.USD","PTF","LU1548497426.USD","LU2290526834.HKD","SMH","BOBP","BK4588","LU1316542783.SGD","WUGI","BK4532","MU","LU1145028129.USD","LU1989764748.USD","LU0889565833.HKD","LU2286300806.USD","EFIV","LU0210536198.USD","LU1366333091.USD","LU2054465674.USD","IE00BKDWB100.SGD","LU0056508442.USD","LU2756315664.SGD","LU2213496289.HKD","IE00BK4W5M84.HKD","LU0943347566.SGD","SG9999015945.SGD","TDV","BK4585","MUZ","LU0109392836.USD","LU1551013342.USD","LU0889566641.SGD","IE00BJLML261.HKD","LU0109391861.USD","CHPS","LU1914381329.SGD","LU2896262040.SGD","LU1868836591.USD","XNTK","LU0417517546.SGD","LU0719512351.SGD","MUU","LU0133085943.USD","LU0323591593.USD","WLDR","LU2048586759.USD","LU1323610961.USD","LU1674673428.USD","FDTX","LU2168564222.USD","LU0203347892.USD","IE00B5949003.HKD","LU1280957306.USD","IE00BSNM7G36.USD","LU0081259029.USD","LU0097036916.USD","LU0096364046.USD","IE00B19Z3581.USD","LU2750360997.AUD","LU1267930730.SGD","AIS","FTEC","BK4533","LU2102340556.USD","LU0320765059.SGD","LU2458330169.SGD","LU1267930813.SGD","IETC","LU0238689110.USD","BAI","IE0009356076.USD","MIC","IE00B7SZLL34.SGD","RULE","LU1720051017.SGD","SG9999015952.SGD","LU1852331112.SGD","SOXX","LU2471134523.USD","BK4543","LU1868837300.USD","SGXZ99366536.SGD","IE000M9KFDE8.USD","LU1868836757.USD","LU2471134952.CNY","LU0157215616.USD","CHPX","LU2756315318.SGD","BK4141","LU0859254822.USD","IE00BWXC8680.SGD","LU2211815571.USD","BK4575","BK4579","SG9999015978.USD","SGXZ51526630.SGD","LU2023250330.USD","AIQ","LU0127658192.USD","LU0820562030.AUD","LU2250418816.HKD","LU0689472784.USD","IE00B19Z3B42.SGD","TTXU","USXF","CGGO","LU0256863902.USD","LU2543165471.USD","LU1720051108.HKD","LU1989764664.SGD","MUG","IE00B1XK9C88.USD","LU2931357623.SGD","LU1861220033.SGD","IE0034235303.USD","SHOC","LU0672654240.SGD","SG9999015986.USD","LU2860962120.EUR","SOXQ","LU2471134796.USD","XLK","BK4553","IE00BK4W5L77.USD","LU2089985449.USD","FAI","LU2458330243.SGD","LU0820561818.USD","BK4147","KLIC","LU0353189680.USD","FXL","LU1803068979.SGD","MUYY","BK4512","LU0256863811.USD","LU0642271901.SGD","LU0820561909.HKD","AIFD","LU0353189763.USD","LU1674673691.USD","LU2168564065.EUR","LU2168564495.EUR","BK4566","LU2357305700.SGD","LU2403377893.USD","TRFK","SG9999001424.SGD","BK4527","EGGY","LU0787776722.HKD","EMSF","LU2360107168.USD","LU1551013425.SGD","LU1868836914.USD","LU0640476718.USD","LU0274383776.USD","BK4554","LU0683600562.USD","LU1778281490.HKD","LU0061475181.USD","LU0234570918.USD","LU2168564149.EUR","LU0203345920.USD","SMU00main","BK4605","IXN","LU2750360641.GBP","JGRO","LU2360106780.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2673017417","title":"Micron’s FY26 Revenue Soars 3.5x YoY. 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This article walks through three stocks from our U.S. National-Security Industrial Policy Beneficiaries screener that appear closely tied to these policy currents and explains how the new rulebook for risk and...","market":"sg","thumbnail":"https://simplywall.st/cdn-cgi/image/fit=cover,format=auto,width=320,height=180/https://images.simplywall.st/asset/company-cover/31158-card/1788989241928","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/company-cover/31158-card/1788989241928"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/semiconductors/nasdaq-mrvl/marvell-technology/news/marvell-stock-and-2-us-industrial-policy-plays-backed-by-nat","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/us/semiconductors/nasdaq-mrvl/marvell-technology/news/marvell-stock-and-2-us-industrial-policy-plays-backed-by-nat","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":"simplywall_highlight","symbols":["MRVL","MRVX","GTEK","LU2322448957.HKD","ARTY","LU2322448791.USD","IE00BN8TJ469.HKD","LU0081259029.USD","LU0274383776.USD","LU2458330243.SGD","LU2065169927.USD","LU1046421795.USD","LU1261432733.SGD","AIFD","LU1720051017.SGD","LU2065171402.SGD","XNTK","LU0786609619.USD","LU2357305700.SGD","LU0823421416.USD","FTXL","LU2244417387.USD","IE00BMPRXQ63.HKD","LU2458330169.SGD","LU2473716301.USD","LU2360107168.USD","MRVU","LU1815336760.USD","LU0823421333.USD","BK4588","LU0823434583.USD","FDTX","LU1235294995.USD","IE00BLSP4239.USD","LU1989764748.USD","BK4129","LU1084165304.USD","BK4543","IE00BMPRXN33.USD","LU0444971666.USD","LU1861215975.USD","BK4581","LU2065171311.SGD","LU2931357623.SGD","LU1316542783.SGD","LU0154236417.USD","LU0187121727.USD","LU1852331112.SGD","IE00BMPRXR70.SGD","FAI","IE00BBT3K403.USD","LU2290526834.HKD","LU0957808578.USD","LU0056508442.USD","LU1992135399.USD","LU1823568750.SGD","IE00B1BXHZ80.USD","LU0444973449.USD","LU0823434740.USD","SOXY","SMHX","LU2065170008.USD","LU1119994496.HKD","PRM","LU1548497426.USD","BK4141","LU0127658192.USD","FXL","LU2543165471.USD","IE0004091025.USD","SG9999000418.SGD","LU1642822529.SGD","LU1720051108.HKD","IE0009354923.USD","LU2089985449.USD","BK4604","LU2272731782.SGD","LU0061475181.USD","LU1992135472.HKD","LU2272731865.HKD","WUGI","LU0642271901.SGD","LU1303367103.USD","DTCR","LU2098885051.SGD","BK4585","BK4605","TPC","LU2272731600.USD","LU1989764664.SGD","LU0476273544.USD","BK4109","QQQA","BK4515","MVLL","LU1861220033.SGD","IE00BLSP4452.SGD","IE0004086264.USD","AIS","LU1169590202.USD","LU1169589451.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2672773942","title":"Nvidia and 3 AI Infrastructure Stocks Backed by Big R and D Spending","url":"https://stock-news.laohu8.com/highlight/detail?id=2672773942","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672773942?lang=en_us&edition=fundamental","pubTime":"2026-10-04 22:12","pubTimestamp":1791123144,"startTime":"0","endTime":"0","summary":"Big, highly efficient companies are back in the spotlight after fresh research on how a small group of giants drives most productivity gains and pours more into R&D than many governments. That mix of scale, cash generation and policy attention is reshaping where capital flows. This article unpacks the story and then walks through 3 large-cap stocks from our Global Productivity Leaders screener that appear particularly exposed to this evolving landscape.\nThe three stocks below are just a...","market":"us","thumbnail":"https://simplywall.st/cdn-cgi/image/fit=cover,format=auto,width=320,height=180/https://images.simplywall.st/asset/industry/8212000-choice2-card/1788949248729","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/8212000-choice2-card/1788949248729"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/jp/semiconductors/tse-285a/kioxia-holdings-shares/news/nvidia-and-3-ai-infrastructure-stocks-backed-by-big-r-and-d","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/jp/semiconductors/tse-285a/kioxia-holdings-shares/news/nvidia-and-3-ai-infrastructure-stocks-backed-by-big-r-and-d","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":["LU1934455863.HKD","LU2347655073.USD","LU2360032135.SGD","LU2452424414.USD","FAI","LU0210536198.USD","BK4549","LU0965508806.USD","IE00BK4W5L77.USD","LU0225283273.USD","LU1119994496.HKD","LU0109392836.USD","LU2106854487.HKD","LU1804176565.USD","BK4527","LU0738911758.USD","IE00BSNM7G36.USD","IE00BJTD4V19.USD","NVDQ","IE00BFSS8Q28.SGD","LU0943347566.SGD","LU1066051811.HKD","LU2552382058.USD","LU2420271590.USD","LU1923622614.USD","LU0079474960.USD","LU1267930730.SGD","LU2097344431.USD","LU0080751232.USD","LU0965509101.SGD","LU1551013342.USD","IE000YTNTUN2.SGD","LU0198837287.USD","LU0472753341.HKD","BK4579","SOXY","LU2394011477.USD","LU0444973449.USD","LU1732800096.USD","LU2463028550.USD","IE00B3M56506.USD","LU0106261372.USD","BK4141","LU0787776722.HKD","LU0211327993.USD","LU1323610961.USD","LU1979441026.SGD","LU0069063385.USD","07388","IE00BMPRXN33.USD","SNVDAmain","NVDD","BK4585","IE00B7KXQ091.USD","LU0266013472.USD","LU0323239441.USD","LU1242518857.USD","SPTE","IE00B4YYXB79.USD","LU1852331112.SGD","LU1718418525.SGD","LU2108987350.USD","SG9999017495.SGD","IE000KEQY171.SGD","LU0265550359.USD","LU1144417596.USD","LU1571399168.USD","LU2089283258.USD","HK0000306701.USD","LU1732799900.SGD","IE0009G5SDU7.USD","LU1992135399.USD","LU2403377893.USD","LU2860962120.EUR","NVDY","SNDQ","LU0979878070.USD","LU2999663052.SGD","BK4170","IE00BMPRXR70.SGD","LU1935043452.HKD","IE00B3SWFQ91.USD","LU1244550577.SGD","LU1429558221.USD","LU2461242641.AUD","OPTZ","LU0234570918.USD","LU2089985449.USD","LU1880398471.USD","LU1496350502.SGD","TYLG","IETC","IE00B1XK9C88.USD","LU0912757837.SGD","LU2456880835.USD","SG9999015358.SGD","LU2417539215.USD","IE000Q6AESB8.SGD","LU1242518931.SGD","SG9999015952.SGD","HK0000320264.USD","LU2896262040.SGD","LU1935042488.USD","LU0345768740.USD","LU1803068979.SGD","LU2746668974.SGD","LU2065169927.USD","LU0353189763.USD","LU2125909247.SGD","LU0353189680.USD","LU2552382132.HKD","LU0417517546.SGD","IE00BHPRN162.USD","SGXZ80539844.SGD","CLSE","SG9999000418.SGD","SCHA","NVDX","LU2236285917.USD","LU2265009873.SGD","SG9999004303.SGD","BK4608","LU2054465674.USD","LU2491050071.SGD","LU1400636574.HKD","LU0256863811.USD","LU1989772840.SGD","LU2237443895.HKD","LU0070217475.USD","LU2023250330.USD","SG9999015341.SGD","VGT","NVDG","LU0354030511.USD","BK4529","FSMD","LU2242649171.HKD","LU0965509283.SGD","LU0823421333.USD","IE00B3S45H60.SGD","PTF","LU2361044949.HKD","IE00B5949003.HKD","LU0345768153.USD","DIPS","LU0061474705.USD","LU2430703251.USD","SNDU","LU1202635105.USD","IE0034235303.USD","LU2543165471.USD","LU0557290698.USD","LU2458330243.SGD","LU1066051498.USD","LU1069347547.HKD","IE00BQXX3F31.USD","LU2097344357.USD","HK0000320223.HKD","LU0347712357.USD","LU2213496289.HKD","LU0210528500.USD","LU2133065610.SGD","LU0640476718.USD","LU2125909916.SGD","LU2381873111.SGD","09788","2NVD.UK","LU2083900584.USD","LU1116320901.HKD","CNEQ","LU0187121727.USD","SGXZ81514606.USD","NVIW.SI","LU1623119135.USD","NVD","LU2360106780.USD","LU0256863902.USD","SG9999015986.USD","IE00B19Z8X17.USD","LU1934455277.USD","LU1989772923.USD","QQQG","LU1003077747.HKD","TEK","LU0823414551.USD","LU0345770308.USD","LU2505996509.AUD","LU0308772762.SGD","LU2168564495.EUR","LU0109391861.USD","LU0056508442.USD","HK0000304805.HKD","JGRO","LU0096362180.USD","LU1839511570.USD","THMR","LU0048584097.USD","SNDC","SNDK","BK4550","LU1791710400.SGD","LU2272731600.USD","LU1923622291.USD","LU0154236417.USD","LU1244550494.USD","LU1642822529.SGD","LU1803068623.USD","LU2487616109.SGD","LU0672654240.SGD","LU0708994859.HKD","LU0057025933.USD","GB00BDT5M118.USD","LU0267386448.USD","LU2237957902.USD","IE00B19Z8W00.USD","LU1699723380.USD","LU2271345857.HKD","LU0143551892.USD","ESUM","LU1674673691.USD","NVD3.UK","LU1400636657.SGD","SGXZ23171101.USD","LU0444971666.USD","LU2462591350.SGD","NULC","ANV","SOXX","LU1935042215.USD","WISE","IE0005OL40V9.USD","LU0354030438.USD","LU0175139822.USD","LU0072462426.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