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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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Record quarterly results and strong g...","market":"nz","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tipranks_highlight","url":"https://www.tipranks.com/news/dont-gamble-on-micron-stock-warns-top-investor?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/dont-gamble-on-micron-stock-warns-top-investor?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":["BK4554","IE00BWXC8680.SGD","IXN","MUZ","BAI","LU1629891620.HKD","LU0320765059.SGD","MULL","LU0640476718.USD","LU2102340556.USD","SG9999015945.SGD","IE0034235303.USD","LU2471134879.HKD","TTXU","LU0353189763.USD","IE00BSNM7G36.USD","LEGR","LU0096364046.USD","WUGI","LU0133085943.USD","FDTX","LU1267930813.SGD","BK4141","LU0127658192.USD","IE00BJLML261.HKD","LU0154236417.USD","CHAT","BK4585","MUD","LU1989764748.USD","LU1861220033.SGD","LU1778281490.HKD","LU2756315664.SGD","EMSF","LU2750360641.GBP","LU2211815571.USD","EGGY","LU1868836914.USD","LU0943347566.SGD","LU0081259029.USD","LU0203345920.USD","SGXZ51526630.SGD","TRFK","BK4579","LU0109392836.USD","RULE","IE00B19Z3581.USD","LU1267930730.SGD","SG9999001424.SGD","ARTY","SMU00main","AIQ","LU0061475181.USD","LU0689472784.USD","PSI","LU0274383776.USD","DISK","LU1868836591.USD","BOBP","LU2931357623.SGD","BK4527","SMH","JGRO","FXL","LU2213496289.HKD","LU1720051108.HKD","LU1551013342.USD","LU2458330169.SGD","LU2250418816.HKD","USXF","SG9999015986.USD","BK4588","BK4532","LU2054465674.USD","LU1989764664.SGD","IE00B5949003.HKD","SOXX","LU0672654240.SGD","LU0820562030.AUD","LU0203347892.USD","LU2023250330.USD","GB00BDT5M118.USD","LU2048586759.USD","LU0256863902.USD","LU0157215616.USD","BK4566","LU0238689110.USD","LU2896262040.SGD","IE00B1XK9C88.USD","LU2168564065.EUR","IE00BK4W5M84.HKD","LU2458330243.SGD","LU2360106780.USD","LU2471134952.CNY","BK4575","LU0889565833.HKD","LU0642271901.SGD","LU2168564149.EUR","MIC","LU2286300806.USD","LU1674673428.USD","BK4553","MUU","FTXL","SHOC","LU0820561909.HKD","LU1366333091.USD","LU0820561818.USD","VGT","HBMX","LU2087625088.SGD","LU1720051017.SGD","LU1674673691.USD","IE00BK4W5L77.USD","LU0417517546.SGD","LU0708995401.HKD","LU2360107168.USD","SG9999015978.USD","LU1868837136.USD","LU0787776722.HKD","LU2089985449.USD","IE000M9KFDE8.USD","LU0056508442.USD","LU1914381329.SGD","LU0109391861.USD","LU2756315318.SGD","WLDR","LU1316542783.SGD","EFIV","XLK","CHPX","BK4512","LU0234570918.USD","LU2168564222.USD","LU0323591593.USD","LU2543165471.USD","BK4543","LU2471134796.USD","IE00BKDWB100.SGD","SGXZ99366536.SGD","AIFD","LU0719512351.SGD","LU0082616367.USD","AIS","LU0964807845.USD","LU1551013425.SGD","LU2168564495.EUR","LU2471134523.USD","LU2750360997.AUD","LU0353189680.USD","LU0256863811.USD","IE00B19Z3B42.SGD","IE00B7SZLL34.SGD","LU1868837300.USD","XNTK","LU0859254822.USD","LU2357627491.SGD","LU0210536198.USD","LU2357305700.SGD","MUYY","BK4533","IETC","SGXZ81514606.USD","CHPS","LU2290526834.HKD","LU0792757196.USD","LU1803068979.SGD","LU1852331112.SGD","DRMY","LU1145028129.USD","FTEC","SG9999015952.SGD","LU1861215975.USD","PTF","LU2403377893.USD","FAI","LU1548497426.USD","LU1280957306.USD","IE0009356076.USD","LU0889566641.SGD","LU1868836757.USD","LU0097036916.USD","LU2860962120.EUR","LU2168563687.JPY","CGGO","BK4605","IE0002270589.USD","LU1323610961.USD","SOXQ","MU","LU0683600562.USD","MUG"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2673779597","title":"Micron vs. SanDisk: As AI Data Center Boom Continues to Heat Up, Which Memory Stock Is a Better Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2673779597","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673779597?lang=en_us&edition=fundamental","pubTime":"2026-10-05 08:00","pubTimestamp":1791158400,"startTime":"0","endTime":"0","summary":"Within the AI data center supply chain, memory and storage are irreplaceable. 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. While both companies benefit from AI storage demand, what investors ultimately need to determine is whether the better allocation choice is a diversified platform or a pure-play NAND cyclical stock offering higher 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Trader: the Market Looks Ahead to Earnings Season","url":"https://stock-news.laohu8.com/highlight/detail?id=2672742947","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672742947?lang=en_us&edition=fundamental","pubTime":"2026-10-03 09:30","pubTimestamp":1790991000,"startTime":"0","endTime":"0","summary":"Get out your trust rope and harness. Investors are once again climbing the proverbial wall of worry-and earnings season could provide the piton that supports the stock market's next move higher.Really, the stock market shouldn't be holding up as well as it is. Oil prices remain persistently high, bond yields keep rising, and the Federal Reserve's next interest-rate hike remains a question of when, not if.And yet the Nasdaq Composite has gained 0.5% this week, while the S&P 500 index dipped 0.2%. Only the Dow Jones Industrial Average, off 1.3%, suffered a healthy drop.The market found reasons to hold up in the economic data-a weaker-than-expected September jobs report, particularly slowing wage growth, helped soothe some investor concerns about inflation and interest rates, as the chance of the Fed raising rates in October and December tumbled Friday. But optimism about corporate profits is lifting Wall Street's mood too.\"We're clearly in a higher inflationary environment,\" says Marc 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