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Sees AI Bubble Bursting Sooner, Shifts to Put Options","url":"https://stock-news.laohu8.com/highlight/detail?id=2671265802","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671265802?lang=en_us&edition=fundamental","pubTime":"2026-09-29 07:18","pubTimestamp":1790637523,"startTime":"0","endTime":"0","summary":"Michael Burry is moving up the timeline for his bearish thesis on the AI boom, switching from short positions to put options on key AI-related stocks, multiple outlets reported Monday, citing Burry's Monday investment newsletter.Burry said he wants more leverage given cheap options tied to low volatility measures like the VIX, adding that \"the bubble in AI may burst sooner than later,\" according to the reports.He swapped his Micron  short for June puts at a $500 strike price range, replaced his Nebius  short with June puts in the \"double digit strike price\" range, and shifted his SOXX ETF short to September 2027 puts in 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MongoDB stock slumped 18%.Intel , Micron Technology : Chip stocks mostly fell and were some of the most actively traded shares, with Intel in the top five.Nvidia : The chip company bucked the trend among tech shares, rising 1.7% after its board authorized a $150 billion increase to its share repurchase program.Meta Platforms : The Facebook owner slipped 4.8%, after recent gains fueled by the popularity of its Muse AI agent.Oracle : Shares fell 3.3%, extending losses from last week, when cracks emerged in a huge, debt-fueled data-center project in New Mexico.Persimmon , Taylor Wimpey : In Europe, 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That is when Micron (NASDAQ:MU) is scheduled 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Biggest Bull Reaffirms $2,000 Price Target Ahead of Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1109786950","media":"Deep News","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1109786950?lang=en_us&edition=fundamental","pubTime":"2026-09-29 00:41","pubTimestamp":1790613696,"startTime":"0","endTime":"0","summary":"Ahead of the company's earnings report on Wednesday, one of Wall Street's most outspoken bulls on memory chip maker Micron Technology (MU) has reiterated a price target that sits near the top of 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Technology Growth Supported by Strong Demand, Rising Memory Prices, Wedbush Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2670925980","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670925980?lang=en_us&edition=fundamental","pubTime":"2026-09-28 23:46","pubTimestamp":1790610384,"startTime":"0","endTime":"0","summary":"Micron Technology  is benefiting from strong compute and accelerator demand as well as rising memory prices despite longer-term supply risks, Wedbush Securities said in a note Monday.The investment firm said demand for compute and accelerators is set to grow at a mid- to high-double-digit rate through 2027, which should drive memory and storage demand above what industry supply growth can support.Demand from large hyperscale customers is also expected to increase, particularly for NAND, the firm said.Looking further ahead, supply-demand conditions in 2028 to 2029 are less certain as new fabs come 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Memory, and Optical Communication Stocks Fall Across the Board; ARM Plunges Nearly 10%, Nvidia Defies Trend with Gain of Over 2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1121193765","media":"Tiger Newspress","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1121193765?lang=en_us&edition=fundamental","pubTime":"2026-09-28 23:17","pubTimestamp":1790608620,"startTime":"0","endTime":"0","summary":"Chip, memory, and optical communication stocks fell across the board. The Philadelphia Semiconductor Index dropped 3%. $ARM Holdings(ARM)$ plunged nearly 10%, $Qualcomm(QCOM)$ sank more than 7%,...","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["07709","NVDY","ARMA","NVDQ","NVDB","MUZ","NVYY","NVDS","SK","MUU","QCML","NVC","NVII","SKHQ","QCOM","NVDD","ARM","LITC","ARMU","DIPS","WDCX","SKHY","ARMW","NVDU","QCMU","SKUU","07388","MUG","SNDU","WDCC","NVDL","07788","LITX","MUYY","NVDX","SKHX","NVD","SNXX","LITU","SKHA","QCMD","NVDA","SKDD","SNDG","NVDW","LITG","LITZ","ARMG","MULL","MU","SKHN","ANV","SKHZ","MIC","SKHL","MUD","SNDK","SNDQ","SNDC","HYNX","WDC","LITE","NVDO","NVDG","SKHU"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2670256985","title":"Philadelphia Semiconductor Index Drops Over 3% and Micron Falls Over 4% as OpenAI Model Training Pause Sparks AI Hardware Sell-Off","url":"https://stock-news.laohu8.com/highlight/detail?id=2670256985","media":"TradingKey","labels":["economic"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670256985?lang=en_us&edition=fundamental","pubTime":"2026-09-28 23:08","pubTimestamp":1790608104,"startTime":"0","endTime":"0","summary":"On September 28 Eastern Time, the three major US stock indexes fell across the board, with the Nasdaq Composite Index dropping over 1% and the Philadelphia Semiconductor Index falling more than 3%. At the sector level, AI hardware stocks plummeted, with chip, memory, and optical communications stocks all suffering sell-offs. Among them, SK Hynix (SKHY) fell 6.20%, SanDisk (SNDK) dropped 6.05%, and Micron Technology (MU) slid 4.22%. Qualcomm (QCOM) fell 6.71%, Intel (INTC) dropped 6.18%, AMD (AMD) slid 5.37%, Marvell Technology (MRVL) declined 4.81%, and Corning (GLW) fell 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Equity Futures Drop Pre-Bell as Oil Prices Rise Amid US Rejection of Iran's Proposal to Reopen Strait of Hormuz","url":"https://stock-news.laohu8.com/highlight/detail?id=2670234748","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670234748?lang=en_us&edition=fundamental","pubTime":"2026-09-28 19:59","pubTimestamp":1790596760,"startTime":"0","endTime":"0","summary":"US equity futures were lower pre-bell Monday as oil prices rose following the US rejection of Iran's conditional proposal to reopen the Strait of Hormuz.Dow Jones Industrial Average futures were 0.5% lower, S&P 500 futures were down 0.6%, and Nasdaq futures were 0.8% lower.President Donald Trump told his staff that he expects to resume bombing Iran after the US midterm elections in November, The Wall Street Journal reported Saturday.Iran's conditions had included a halt to US \"acts of aggression,\" an end to the naval blockade and economic warfare, and the release of Iranian assets, CNBC cited Iranian foreign ministry spokesman Esmaeil Baghaei as saying.After Chinese President Xi Jinping met with President Donald Trump in Washington last week, the two countries have released lists of products worth about $30 billion each that are set to see tariff cuts, the Associated Press reported.Expected to report financial results this week are Micron Technology , Accenture , and Nike .Oil prices 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Stock Market Faces a Triple Threat but it Can Emerge Victorious","url":"https://stock-news.laohu8.com/highlight/detail?id=2670349922","media":"Dow Jones","labels":["merge"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670349922?lang=en_us&edition=fundamental","pubTime":"2026-09-28 19:42","pubTimestamp":1790595720,"startTime":"0","endTime":"0","summary":"The stock market is facing a triple threat to start the week, but there's reason to hope it can overcome all three of its nemeses.Oil prices and bond yields are putting stocks under pressure, while artificial-intelligence safety fears are also back.Brent crude prices have jumped around 4% back above $100 a barrel after the U.S. and Iran failed to broker a deal to end the war in the Middle East. Bond yields were rising in step.But significantly, President Donald Trump said Sunday that negotiations will carry on-a breakthrough this week would be a big boost for stocks.AI safety is a concern again after OpenAI said it has halted the training of its latest models. But the drops in Sandisk, Micron, Marvell and other tech stocks are less severe than when the AI giants called for a global slowdown two weeks ago. AI stocks overcame that scare, too.You can subscribe to the Barron's Daily newsletter here.&#128200; Here's what's happening in markets today:Stock futures drop as Iran stalemate 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