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CIO Says Nvidia's Forward P/E of Just 17x Shows AI Tech Stocks Are Far From Bubble Territory","url":"https://stock-news.laohu8.com/highlight/detail?id=1163594891","media":"Stock News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1163594891?lang=en_us&edition=fundamental","pubTime":"2026-10-05 16:09","pubTimestamp":1791187765,"startTime":"0","endTime":"0","summary":"Hou Wey Fook, Chief Investment Officer at DBS Group, stated that Nvidia's (NVDA.US) price-to-earnings ratio, combined with an expected earnings growth rate of 70% next year, indicates that 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$5.5B IPO Could Give Nvidia Room to Add More Shares","url":"https://stock-news.laohu8.com/highlight/detail?id=2673070859","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673070859?lang=en_us&edition=fundamental","pubTime":"2026-10-05 14:51","pubTimestamp":1791183083,"startTime":"0","endTime":"0","summary":"Firmus is reportedly planning to reserve roughly half of its $5.5 billion IPO shares for current shareholders. According to Bloomberg News, this 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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. 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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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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 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America Has Never Been This Upbeat About Future Profits","url":"https://stock-news.laohu8.com/highlight/detail?id=2672778076","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672778076?lang=en_us&edition=fundamental","pubTime":"2026-10-04 22:00","pubTimestamp":1791122400,"startTime":"0","endTime":"0","summary":"Tech companies have led the way in terms of issuing optimistic earnings forecastsSuper Micro Computer issued a quarterly profit forecast that topped analysts' expectations.As third-quarter earnings 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