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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":"2660330142","title":"Industrial 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. The company isn't a 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Buzz: Wallstreetbets Stocks Mostly Higher Pre-Bell Thursday; Webull to Rise, Moderna to Fall","url":"https://stock-news.laohu8.com/highlight/detail?id=2660285627","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660285627?lang=en_us&edition=fundamental","pubTime":"2026-08-20 18:38","pubTimestamp":1787222281,"startTime":"0","endTime":"0","summary":"The most-talked-about stocks in the Reddit subforum Wallstreetbets were mostly higher hours before Thursday's opening bell.Webull  rose by 14% premarket, following a 9% increase from Wednesday's session. Webull reported overnight higher Q2 non-GAAP operating net income and revenue.Nebius Group  advanced by 1.7% in pre-bell activity, after a 9.9% fall at Wednesday's close.Sandisk  was 1.3% higher in premarket hours, swinging from a 3.5% decline in the previous session.Micron Technology  was up 1% hours before market open, reversing a 0.4% drop Wednesday.Nvidia  was 0.5% higher premarket, swinging from a 1% decrease in the previous session.Reddit  advanced by 0.4% in pre-bell activity, after a 4.1% fall Wednesday.Moderna  fell 9% premarket, swinging from a 177% surge in the previous session.Marvell Technology  was 0.3% lower pre-bell, after closing Wednesday with a 9.9% 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But don't hold your breath if you are a shareholder of Micron Technology. 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This timeline is largely consistent with TSMC's previous official statement that \"A16 will enter mass production in the second half of 2026,\" signaling that following 2nm, the company's next-generation advanced process technology is accelerating toward commercialization.","market":"sg","thumbnail":"https://resource.tradingkey.com/uploads/20240719/0a4508872f54495ea13b0d1dbf5dfa2etsm5_100.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/uploads/20240719/0a4508872f54495ea13b0d1dbf5dfa2etsm5_100.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/262120754-tsmc-produce-1-6nm-a16-chip-q4-ahead-intel-samsung-tradingkey","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4543","LU0359201612.USD","LU0316494557.USD","IE0004086264.USD","STSM","LU0642271901.SGD","LU2471134952.CNY","AVSE","KNOW","LU1316542783.SGD","SMH","LU0823414478.USD","LU2089283258.USD","SPWO","LU0823421333.USD","CORO","LU0143863198.USD","IE00BKPKM429.USD","LU0289960550.SGD","IE00BYQQ9H92.USD","LU0965508806.USD","LU2458330169.SGD","SG9999000418.SGD","IE0004445239.USD","LU0878005551.USD","LU1852331112.SGD","LU2750360641.GBP","CHPX","LU0323591593.USD","LU0211328371.USD","LU1508157978.USD","LU2471134523.USD","IE00B5TLWC47.USD","LU0719512351.SGD","LU2125154935.USD","LU2237443549.SGD","TSMX","LU0348723411.USD","IE00BQXX3D17.EUR","LU2041044095.USD","LU2298321311.HKD","TINS","LU2023250504.SGD","AVEM","IE00B3M56506.USD","AIQ","IE0004091025.USD","LU1323610961.USD","TTEQ","LU2023251221.USD","ADVE","LU0823414551.USD","SGXZ81514606.USD","BK4591","LU2237443622.USD","LU0965509010.AUD","LU1282649067.USD","BK4527","LU1282649810.SGD","BK4602","LU2458330243.SGD","LU2750360997.AUD","LU1023057109.AUD","LU0359201885.HKD","LU1267930490.SGD","LU2125154778.USD","SG9999004220.SGD","CGNG","LU0882747503.HKD","LU0198837287.USD","LU0889565833.HKD","LU0541502299.USD","LU1803068979.SGD","BK4505","LU2357125470.USD","BK4612","LU2491050071.SGD","LU0488056044.USD","LU2087625088.SGD","LU2506951792.HKD","LU0345770308.USD","LU1623119135.USD","LU0211327993.USD","LU0965509101.SGD","LU2360032135.SGD","CWI","LU0238689110.USD","LU0861579265.USD","IE00BD6J9T35.USD","LU2054465674.USD","LU0878004406.USD","LU0359202008.SGD","TSM","LU0689626769.HKD","LU2249611893.SGD","IE00BQXX3F31.USD","IE00BHPRN162.USD","LU0175139822.USD","LU1989772923.USD","LU1934455277.USD","LU2106854487.HKD","SGXZ51526630.SGD","LU0158827948.USD","CGIC","LU2089284900.SGD","ASIA","BK4548","LU0792757196.USD","LU1712237335.SGD","BK4550","LU1868837565.USD","LU1934455194.USD","LU2471134879.HKD","LU2663582299.SGD","TSMY","LU0353189680.USD","WUGI","LU1989772840.SGD","LU2237443382.USD","LU2360106780.USD","LU0124676726.USD","LU2092937221.SGD","LU0889566641.SGD","IE00BFXG0V08.USD","BK4532","BK4512","BK4533","LU2211814178.USD","BK4581","EMM","LU0264606111.USD","MEMX","CGDG","BK4605","LU1048588211.SGD","LU0541501648.USD","LU1934455863.HKD","LU0072462343.USD","BK4141","EMC","LU0384037296.USD","IE00BQXX3C00.GBP","LU2247934214.USD","LU2294711713.HKD","LU0109392836.USD","LU2543165471.USD","LU2211815571.USD","LU1868838027.USD","LU2133065610.SGD","BLOX","ESIM","BAI","LU1989764664.SGD","LU0143863784.USD","LU0094547139.USD","TSMG","LU0056508442.USD","LU2250418816.HKD","LU2063271972.USD","LU1974910355.USD","LU0310799852.SGD","LU0572939691.SGD","LU2491049909.HKD","LU0353189763.USD","LU1267930813.SGD","LU1917777945.USD","LU0965509283.SGD","LU0823421416.USD","LU1868837722.USD","BK4534","BK4585","LU1037948897.HKD","SPTE","LU2111349929.HKD","IE00BZ199S13.USD","LU2237443978.SGD","TSMZ","LU0572940350.SGD","BK4588","TEK","LU0345770993.USD","LU1211504680.USD","LU2491050154.USD","LU0158827781.USD","LU2360108059.USD","CGGO","SGXZ99366536.SGD","LU2471134796.USD","AVXC","03145","LU2028103732.USD","UMMA","BK4503","LU1037948541.HKD","LU2860962120.EUR","FDTX","LU1989764748.USD","LU0082616367.USD","TSMU","BK4554","LU2271345857.HKD","BK4526","CNEQ"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":22,"pageCount":6,"totalSize":422,"code":"91000000","status":"200"}]}}