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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%. 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The firm expects fiscal Q3 revenue guidance to come in about 5% above the $103.8 billion consensus.The initial Rubin platform ramp is expected to carry a more than 50% average selling price premium, along with an estimated $10 billion of incremental standalone CPU opportunity in the second half of the year, according to the report Wednesday.RBC also pointed to Nvidia's access to component supply, citing $119 billion of purchase commitments in the last quarter. 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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. 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bullish activity in NVIDIA with shareslittle changed","url":"https://stock-news.laohu8.com/highlight/detail?id=2660233717","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660233717?lang=en_us&edition=fundamental","pubTime":"2026-08-20 23:20","pubTimestamp":1787239215,"startTime":"0","endTime":"0","summary":"Moderately bullish activity in NVIDIA (NVDA), with shares up 10c, or 0.04%, near $217.66. Options volume relatively light with 899k contracts 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Sector Doubles Down on AI Amid Hopes of Slashing Costs, Timelines","url":"https://stock-news.laohu8.com/highlight/detail?id=2660678238","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660678238?lang=en_us&edition=fundamental","pubTime":"2026-08-20 22:30","pubTimestamp":1787236225,"startTime":"0","endTime":"0","summary":"FACTBOX-Pharma sector doubles down on AI amid hopes of slashing costs, timelinesAug 20 (Reuters)-Pharmaceutical companies are increasingly turning to artificial intelligence to accelerate research 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Flags Potential Shift in Apple's Risk Appetite Under Ternus","url":"https://stock-news.laohu8.com/highlight/detail?id=2660802792","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660802792?lang=en_us&edition=fundamental","pubTime":"2026-08-20 22:16","pubTimestamp":1787235382,"startTime":"0","endTime":"0","summary":"BUZZ-BofA flags potential shift in Apple's risk appetite under Ternus** BofA expects Apple'sAAPL.Orisk appetite to increase under John Ternus, set to take over the reins from Tim Cook on September 1, with potential for higher R&D spending, capex and larger acquisitions** The iPhone maker's  move away from its net-cash-neutral target could signal a period of elevated investment as AI accelerates the pace of innovation, analysts say** Brokerage sees Apple leveraging its silicon, on-device AI, privacy capabilities and installed base to strengthen its position in the artificial intelligence era** BofA reiterates its \"buy\" rating on Apple, citing strong capital returns, AI-at-the-edge opportunities and growth opportunities from new products and markets** Brokerage maintains a $380 price target, implying a nearly 20% upside to the stock's closing 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