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Confusion Sends a Big Warning to Markets, Chip Stocks Rebound","url":"https://stock-news.laohu8.com/highlight/detail?id=2674085480","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2674085480?lang=en_us&edition=fundamental","pubTime":"2026-10-09 20:32","pubTimestamp":1791549120,"startTime":"0","endTime":"0","summary":"As it turns out, the explanation looks to be more innocent. Investors in OpenAI have been counting the business generated via its cloud-computing partners as part of its gross revenue, in an effort to make the numbers comparable with those reported by rival Anthropic. The $20 billion gap looks to be the difference between that figure and OpenAI's net annualized revenue.Investors were only partially reassured. Stocks that were hit hard on Thursday such as CoreWeave, Oracle, Coherent, and Broadcom were only recouping part of their losses in Friday's premarket.News that Nvidia-backed cloud-computing firm Firmus has just canceled its plans to launch an initial public offering might be focusing minds on the risks of depending on two mega-IPOs in the form of OpenAI and Anthropic to justify the entire AI trade. Nvidia stock was rising 1.7% in premarket trading Friday.Until Anthropic and OpenAI go public, a huge amount of market value is vulnerable to any leak or fragment of information that 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Buzz: Wallstreetbets Stocks Mostly Higher Pre-Bell Friday; SpaceX, Nebius Group to Advance","url":"https://stock-news.laohu8.com/highlight/detail?id=2674855814","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2674855814?lang=en_us&edition=fundamental","pubTime":"2026-10-09 18:34","pubTimestamp":1791542058,"startTime":"0","endTime":"0","summary":"The most-talked-about stocks in the Reddit subforum Wallstreetbets were mostly higher hours before Friday's opening bell.SpaceX  rose by 4% in pre-bell activity, following a 4.2% fall from Thursday's session. SpaceX agreed to acquire a nationwide portfolio of licenses covering up to 14 megahertz of paired spectrum in the 800 MHz band to expand Starlink Mobile's coverage in the US.Nebius Group  was 2.8% higher in premarket activity, after closing Thursday with a 7.4% decline.Micron Technology  was up 1.9% premarket, swinging from a 4.8% decline at Thursday's close.Sandisk  rose by 1.8% in pre-bell hours, after a 4.9% fall from Thursday's session.Applied Digital  advanced by 1.2% pre-bell, following a 0.2% increase from the previous session.Microsoft  was 1% higher in premarket activity, swinging from a 1.4% decline at Thursday's close.Palantir Technologies  was up 0.6% pre-bell, after a 2.4% increase from the previous session.AST SpaceMobile  fell by 2.8% hours before the market open, 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Stock Forecast: OpenAI Revenue Rumors Rattle AI Chip Sector, Can MU Stock Keep Rising?","url":"https://stock-news.laohu8.com/highlight/detail?id=2674347788","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2674347788?lang=en_us&edition=fundamental","pubTime":"2026-10-09 16:26","pubTimestamp":1791534407,"startTime":"0","endTime":"0","summary":"TradingKey - As of the close on October 8, Eastern Time, Micron (MU) shares closed down 4.79% at $1,035.84, with an intraday high of $1,088.50 and a low of $1,032.10, on a trading volume of approximately 29.91 million shares. This follows a 4.06% gain to $1,088 on October 7, with the sharp volatility over two consecutive trading days indicating a widening short-term divergence between bulls and bears.","market":"other","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20240228/d4c25c85b1bb8f8a1f73e1bd2d1c59ab.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20240228/d4c25c85b1bb8f8a1f73e1bd2d1c59ab.jpg"],"rights":null,"property":["earning"],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/analysis/stocks/us-stocks/262208154-micron-forecast-openai-revenue-rumors-ai-chip-mu-stock-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":["BK4554","LU2048586759.USD","LU0082616367.USD","LU2750360997.AUD","LU0640476718.USD","LU2357305700.SGD","LU2403377893.USD","IE00B19Z3B42.SGD","LU0210536198.USD","LU2290526834.HKD","AIFD","LU0787776722.HKD","LU1316542783.SGD","LU1280957306.USD","LU0203345920.USD","IE0034235303.USD","LU1720051017.SGD","LU2023250330.USD","LU2213496289.HKD","LU0320765059.SGD","LU0238689110.USD","IE00BK4W5M84.HKD","BOBP","LU2860962120.EUR","LU0353189763.USD","LEGR","IE00B1XK9C88.USD","BK4579","EFIV","LU2471134523.USD","LU2756315664.SGD","BK4527","MUG","IE0002270589.USD","MULL","BK4512","LU2168564222.USD","LU1720051108.HKD","TTXU","LU1803068979.SGD","SG9999015945.SGD","BK4533","DISK","LU1674673691.USD","LU1674673428.USD","GB00BDT5M118.USD","SG9999015986.USD","LU1778281490.HKD","LU2250418816.HKD","LU0964807845.USD","LU1868836591.USD","FXL","LU0203347892.USD","MUU","IE00BSNM7G36.USD","TRFK","LU0256863902.USD","SHOC","LU2286300806.USD","IE00BK4W5L77.USD","LU2089985449.USD","IE00B5949003.HKD","SG9999015952.SGD","LU0097036916.USD","LU2750360641.GBP","LU2054465674.USD","MUZ","LU0889565833.HKD","IE00BKDWB100.SGD","BK4553","LU0792757196.USD","LU2471134796.USD","BK4605","LU0096364046.USD","LU1551013425.SGD","IETC","BK4575","IE000M9KFDE8.USD","LU0820561818.USD","BK4532","LU0157215616.USD","LU1366333091.USD","LU2357627491.SGD","LU0943347566.SGD","LU0859254822.USD","LU1914381329.SGD","LU2087625088.SGD","FAI","IE00BJLML261.HKD","EGGY","BK4543","LU1868837136.USD","LU1989764664.SGD","LU0642271901.SGD","LU0323591593.USD","LU0719512351.SGD","LU1145028129.USD","LU0417517546.SGD","VGT","LU1267930730.SGD","LU0820561909.HKD","SG9999001424.SGD","LU2756315318.SGD","XNTK","PSI","LU0234570918.USD","IE00BWXC8680.SGD","AIQ","LU0708995401.HKD","SGXZ99366536.SGD","LU0820562030.AUD","BK4585","LU1323610961.USD","LU0133085943.USD","RULE","CHPX","EMSF","MUD","LU1868837300.USD","LU1861220033.SGD","LU0109391861.USD","IE00B19Z3581.USD","SGXZ81514606.USD","LU0256863811.USD","AIS","LU0154236417.USD","FTEC","LU1629891620.HKD","BAI","LU1551013342.USD","LU2168564065.EUR","JGRO","LU2543165471.USD","FTXL","SMU00main","LU2168564149.EUR","IE0009356076.USD","LU2458330243.SGD","LU0889566641.SGD","DRMY","IXN","LU0127658192.USD","LU1868836757.USD","LU0672654240.SGD","WUGI","LU2931357623.SGD","IE00B7SZLL34.SGD","HBMX","LU0056508442.USD","WLDR","LU0081259029.USD","PTF","SOXQ","LU2168563687.JPY","BK4588","BK4566","SOXX","LU2102340556.USD","CGGO","LU1868836914.USD","LU2471134952.CNY","LU2896262040.SGD","LU0061475181.USD","LU2360107168.USD","MU","SG9999015978.USD","LU2211815571.USD","CHPS","LU1989764748.USD","LU1267930813.SGD","LU0274383776.USD","XLK","FDTX","LU0689472784.USD","LU2168564495.EUR","LU0109392836.USD","MIC","BK4141","LU0683600562.USD","LU1861215975.USD","LU2360106780.USD","LU2471134879.HKD","MUYY","USXF","LU1852331112.SGD","SMH","LU2458330169.SGD","LU0353189680.USD","LU1548497426.USD","SGXZ51526630.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1163097527","title":"TDK Read Head Bidding War Misunderstood: Seagate and Western Digital Are Being Unfairly Punished","url":"https://stock-news.laohu8.com/highlight/detail?id=1163097527","media":"Stock News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1163097527?lang=en_us&edition=fundamental","pubTime":"2026-10-09 16:13","pubTimestamp":1791533621,"startTime":"0","endTime":"0","summary":"According to a report from Woofun AI dated October 7, 2026, Bernstein strongly rebutted recent market panic, arguing that the dispute over the ownership of TDK's read head business does 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Revenue Likely to be Driven by Continued Growth in AI Demand","url":"https://stock-news.laohu8.com/highlight/detail?id=2674586887","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2674586887?lang=en_us&edition=fundamental","pubTime":"2026-10-09 11:05","pubTimestamp":1791515100,"startTime":"0","endTime":"0","summary":"0305 GMT - Taiwan Semiconductor Manufacturing Co.'s revenue is likely to be driven by continued growth in AI demand and resilient high-end smatphone demand, Bernstein says. TSMC's 3Q revenue at 1.49 trillion New Taiwan dollars, calculated based on its monthly revenue, is 3% above the market consensus, Bernstein analysts say. The firm expects TSMC's revenue in U.S. dollar terms to increase 41% this year. Investors will be focusing on TSMC's 2-nanometer production increase, potential further expansion in the U.S. and its 2027 outlook when the chip maker announces its full 3Q earnings Thursday, the analysts say. Bernstein sees an upside risk to its current projection that TSMC's revenue will grow 30% annually in 2027 and 2028. 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Stocks Overnight: AI Earnings Concerns Resurface, Nasdaq Drops Over 1%, Micron Technology (MU.US) Falls More Than 4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1140285893","media":"Stock News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1140285893?lang=en_us&edition=fundamental","pubTime":"2026-10-09 06:26","pubTimestamp":1791498379,"startTime":"0","endTime":"0","summary":"On Thursday, the three major indexes closed mixed, with the Nasdaq dropping more than 1%. Reports indicated that OpenAI's annualized revenue was $20 billion lower than previously reported, 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