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Micron to Hon Hai: AI Supply Chain Results Beat Expectations as Global Infrastructure Spending Stays Elevated","url":"https://stock-news.laohu8.com/highlight/detail?id=1156740625","media":"Stock News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1156740625?lang=en_us&edition=fundamental","pubTime":"2026-10-05 17:21","pubTimestamp":1791192086,"startTime":"0","endTime":"0","summary":"Hon Hai Precision Industry Co. 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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":"sg","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":["LU1861220033.SGD","BOBP","CHPS","BK4141","FAI","LU1868836591.USD","SHOC","LU1914381329.SGD","LU0353189680.USD","LU2089985449.USD","LU0787776722.HKD","LU1280957306.USD","LU0320765059.SGD","BK4554","LU2168564149.EUR","LU1989764664.SGD","IXN","AIQ","EFIV","IETC","EGGY","BK4533","SGXZ51526630.SGD","LU1861215975.USD","JGRO","LU1852331112.SGD","LU2102340556.USD","MUZ","LU0081259029.USD","LU2543165471.USD","BK4605","LU2756315318.SGD","FTEC","LU2471134952.CNY","TDV","EMSF","LU0689472784.USD","IE00BWXC8680.SGD","BK4579","LU2168564065.EUR","SG9999015978.USD","SGXZ99366536.SGD","LU0943347566.SGD","LU2403377893.USD","LU1778281490.HKD","LU0708995401.HKD","LU0056508442.USD","LU0082616367.USD","LU1267930813.SGD","LU1674673691.USD","LU1267930730.SGD","LU0061475181.USD","SMH","LU0096364046.USD","LU2756315664.SGD","AIS","IE00BJLML261.HKD","LU0154236417.USD","LU1548497426.USD","LU2471134523.USD","LU1720051017.SGD","LU0256863902.USD","LU0672654240.SGD","LU0097036916.USD","BK4512","IE0009356076.USD","LU2471134879.HKD","LU2168564222.USD","GB00BDT5M118.USD","FTXL","LU0133085943.USD","LU2750360997.AUD","MUG","BK4543","LU2360106780.USD","LU0234570918.USD","MUU","IE000M9KFDE8.USD","KLIC","LU1366333091.USD","LU2168563687.JPY","LU0964807845.USD","LU0210536198.USD","LU1803068979.SGD","LU2023250330.USD","LU0157215616.USD","LU2458330169.SGD","LU2054465674.USD","WUGI","LU1720051108.HKD","XNTK","LU0274383776.USD","LU0683600562.USD","LEGR","SG9999001424.SGD","LU0256863811.USD","LU1868837300.USD","LU2168564495.EUR","IE00BK4W5L77.USD","LU0820561909.HKD","LU1868836914.USD","LU2211815571.USD","LU2213496289.HKD","LU1323610961.USD","MU","VGT","TTXU","LU0417517546.SGD","CGGO","CHPX","SG9999015945.SGD","LU0889566641.SGD","LU1868836757.USD","BK4527","LU2471134796.USD","MIC","WLDR","MUYY","LU1629891620.HKD","LU0323591593.USD","LU0109392836.USD","LU2357627491.SGD","FXL","LU2860962120.EUR","USXF","IE00BKDWB100.SGD","LU2357305700.SGD","SOXQ","TRFK","SG9999015952.SGD","LU2087625088.SGD","LU2896262040.SGD","BAI","LU1674673428.USD","LU2750360641.GBP","SGXZ81514606.USD","IE0034235303.USD","LU0203345920.USD","IE00BSNM7G36.USD","IE00B19Z3581.USD","LU0353189763.USD","BK4147","BK4585","LU1145028129.USD","LU1868837136.USD","LU1551013425.SGD","LU1989764748.USD","LU0889565833.HKD","BK4532","LU0203347892.USD","LU2250418816.HKD","RULE","IE00B7SZLL34.SGD","LU0859254822.USD","LU0238689110.USD","SMU00main","LU1551013342.USD","BK4588","LU0109391861.USD","LU2360107168.USD","LU1316542783.SGD","LU2290526834.HKD","LU2931357623.SGD","LU0820561818.USD","LU0820562030.AUD","IE0002270589.USD","LU2458330243.SGD","PTF","AIFD","LU0792757196.USD","BK4575","IE00B19Z3B42.SGD","LU0127658192.USD","LU2286300806.USD","PSI","LU0640476718.USD","BK4566","XLK","IE00B1XK9C88.USD","LU2048586759.USD","BK4553","IE00BK4W5M84.HKD","SOXX","LU0642271901.SGD","FDTX","SG9999015986.USD","IE00B5949003.HKD","LU0719512351.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. 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Here is a recap of the key news on this stock. Micron is testing the limits of what in...","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tipranks_highlight","url":"https://www.tipranks.com/news/weekend-updates/microns-ai-supercycle-trillion-dollar-rally-at-a-crossroads?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/microns-ai-supercycle-trillion-dollar-rally-at-a-crossroads?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":["LU0203347892.USD","DRMY","MUZ","LEGR","LU0256863811.USD","LU2054465674.USD","IE00B19Z3581.USD","LU1551013342.USD","LU2168564149.EUR","LU1145028129.USD","LU1366333091.USD","CHPS","BK4588","LU0109392836.USD","MIC","BK4585","LU2860962120.EUR","AIS","LU2471134879.HKD","EGGY","IE00BK4W5L77.USD","LU1720051017.SGD","BK4605","LU0642271901.SGD","LU2250418816.HKD","MUG","LU0689472784.USD","RULE","LU2756315664.SGD","LU1316542783.SGD","MU","LU0234570918.USD","IXN","LU2213496289.HKD","LU1868837136.USD","LU1868837300.USD","LU0203345920.USD","LU0640476718.USD","LU1852331112.SGD","SG9999015952.SGD","LU0061475181.USD","BK4533","LU2750360997.AUD","LU2168564495.EUR","IE0009356076.USD","IETC","FTXL","LU2896262040.SGD","LU1778281490.HKD","LU2089985449.USD","LU2357305700.SGD","LU0082616367.USD","SG9999001424.SGD","LU0820562030.AUD","GB00BDT5M118.USD","BK4141","BK4554","IE00B1XK9C88.USD","LU2286300806.USD","LU1674673691.USD","LU1267930813.SGD","LU2360107168.USD","SMU00main","LU0708995401.HKD","IE000M9KFDE8.USD","IE0034235303.USD","LU2403377893.USD","LU1323610961.USD","SG9999015978.USD","SGXZ99366536.SGD","LU2168564065.EUR","IE00B5949003.HKD","LU2168563687.JPY","LU1861215975.USD","LU0820561909.HKD","LU1861220033.SGD","LU2102340556.USD","MUU","LU2360106780.USD","SGXZ51526630.SGD","LU0889565833.HKD","LU1267930730.SGD","BK4527","LU1551013425.SGD","LU2048586759.USD","DISK","LU0792757196.USD","BK4566","LU2471134796.USD","FDTX","LU1989764748.USD","SG9999015945.SGD","LU0353189680.USD","USXF","MULL","AIFD","LU1989764664.SGD","LU1868836591.USD","IE00B19Z3B42.SGD","LU2087625088.SGD","LU2756315318.SGD","SGXZ81514606.USD","SOXQ","BAI","LU0353189763.USD","FXL","VGT","WUGI","LU2458330169.SGD","SHOC","LU0943347566.SGD","LU0820561818.USD","SG9999015986.USD","AIQ","LU0683600562.USD","EFIV","SOXX","BK4575","TTXU","LU2750360641.GBP","LU0672654240.SGD","BK4512","BK4543","LU0056508442.USD","BK4553","JGRO","BOBP","LU0157215616.USD","LU0238689110.USD","LU2357627491.SGD","LU1868836914.USD","IE00BWXC8680.SGD","LU2290526834.HKD","HBMX","LU0210536198.USD","CGGO","LU0154236417.USD","LU2471134952.CNY","IE00BK4W5M84.HKD","LU1914381329.SGD","LU2471134523.USD","FTEC","LU0320765059.SGD","LU1548497426.USD","LU0787776722.HKD","LU0256863902.USD","LU1629891620.HKD","LU0964807845.USD","LU0109391861.USD","LU0096364046.USD","LU2211815571.USD","IE0002270589.USD","LU0081259029.USD","LU2543165471.USD","LU0859254822.USD","PSI","IE00B7SZLL34.SGD","TRFK","LU0127658192.USD","LU1720051108.HKD","BK4579","IE00BSNM7G36.USD","LU2023250330.USD","FAI","LU1674673428.USD","LU2168564222.USD","EMSF","IE00BJLML261.HKD","LU2931357623.SGD","LU1868836757.USD","LU0889566641.SGD","MUD","XLK","IE00BKDWB100.SGD","WLDR","LU0274383776.USD","LU0323591593.USD","LU0133085943.USD","PTF","BK4532","CHPX","LU0097036916.USD","LU1803068979.SGD","MUYY","LU0719512351.SGD","SMH","LU1280957306.USD","LU2458330243.SGD","LU0417517546.SGD","XNTK"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2672725942","title":"Bernstein says Toshiba comments misunderstood, buy Seagate and Western Digital","url":"https://stock-news.laohu8.com/highlight/detail?id=2672725942","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672725942?lang=en_us&edition=fundamental","pubTime":"2026-10-03 21:35","pubTimestamp":1791034524,"startTime":"0","endTime":"0","summary":"Bernstein believes Toshiba’s comments yesterday to double hard disk drive capacity were misunderstood. 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HDDs Be Replaced by SSDs? Investment Value Analysis of Seagate Technology and Western Digital in the AI Era","url":"https://stock-news.laohu8.com/highlight/detail?id=2672747429","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672747429?lang=en_us&edition=fundamental","pubTime":"2026-10-03 12:00","pubTimestamp":1791000000,"startTime":"0","endTime":"0","summary":"TradingKey - The investment thesis for Seagate Technology (STX) and Western Digital (WDC) has not disappeared with the adoption of SSDs; instead, it is shifting from the traditional PC HDD cycle toward high-capacity storage demand in AI data centers.","market":"sg","thumbnail":"https://resource.tradingkey.com/uploads/20260429/stx-bcbfe882d8a94d22a5b49d27301d4cbc.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/uploads/20260429/stx-bcbfe882d8a94d22a5b49d27301d4cbc.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/262198690-ssds-replace-hdds-analysis-seagate-western-digital-ai-era-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":["BK4588","FCUS","LU0072461881.USD","LU0006061336.USD","LU0203345920.USD","QQQG","RULE","STXL","WDCC","PTF","WDC","LU0162691827.USD","LU1983260115.SGD","STXU","LU0444971666.USD","LU1069347547.HKD","LU1823568750.SGD","IE00B19Z9P08.USD","CNEQ","GB00BDT5M118.USD","LU0444973449.USD","LU1815336760.USD","STXX","CGGO","LU1235294995.USD","CNAV","FDTX","BK4585","LU0081259029.USD","LU0240877869.USD","BK4170","LU0240878834.USD","LU1670627923.USD","BK4512","IE00B19Z9Z06.USD","LU0203347892.USD","WLDR","LU1670628061.USD","DRMY","LU0957808578.USD","LU1046421795.USD","COWG","IE00B894F039.SGD","STX","LU0476273544.USD","EGGY","LU1035773651.USD","LU1642822529.SGD","QQQA","LU0154236417.USD","WDCX","DISK"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2672742947","title":"The 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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& Preview: Jobs Jolt","url":"https://stock-news.laohu8.com/highlight/detail?id=2672444467","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672444467?lang=en_us&edition=fundamental","pubTime":"2026-10-03 07:55","pubTimestamp":1790985300,"startTime":"0","endTime":"0","summary":"Changing Expectations. A weaker-than-expected jobs report spoiled a broad set of assumptions on Wall Street, from the economy's health to the Federal Reserve's next move. Traders have now all but give","market":"fut","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://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":["RSPU","LU1815336760.USD","VOOG","RSPA","LU1035773651.USD","XYLD","JEPI","LU1823568750.SGD","SPLV","SPXS","GPIX","IJH","IVW","SPDN","LU0006061336.USD","UPRO","LU0072461881.USD","BK4588","SCHX","SPMO","SPYH","BK4170","LU0162691827.USD","SMAX","SPUS","YSPY","BK4585","SPYQ","SPXU","BMAY","LU0154236417.USD","RSPN","IJR","BK4512","SPYM","SPXL","ALLW","ACWI","LU0081259029.USD","VOO","SPY","GSLC","VBK","SCHB","SPHQ","LU0476273544.USD","QQQG","XLG","PTF","ITOT","LU0240877869.USD","RSP","LU1642822529.SGD","ETFT","VV","CGGO","LU0240878834.USD","CNAV","VTV","SSO","SPUU","CNEQ","SFY","NOBL","LU0444973449.USD","GB00BDT5M118.USD","DMAX","HIBS","HIBL","SDS","LU1046421795.USD","COWG","SPGP","LU1069347547.HKD","SPHD","MOAT","SH","WDC","WDCX","VTI","FCUS","XDTE","LU0957808578.USD","WDCC","SPYD","MMAX","DBSC","LU1235294995.USD","VEU","LU0444971666.USD","SPYG","IVE","SPYV","IVV","TSPY",".SPX","SPYU","FDTX"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":26,"pageCount":11,"totalSize":501,"code":"91000000","status":"200"}]}}