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They cite conversations with business leaders including Nvidia CEO Jensen Huang about options for working around the DRAM bottleneck, including \"de-speccing,\" or reducing memory capacity on some products. But this is all taking place against a supply-constrained backdrop, the analysts write, adding that the main risk to the memory cycle is an overall deceleration in AI itself. 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Stock Falls Amid Fears of Memory-Price Peak. the Data Tell a Different Story.","url":"https://stock-news.laohu8.com/highlight/detail?id=2673704071","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673704071?lang=en_us&edition=fundamental","pubTime":"2026-10-05 19:34","pubTimestamp":1791200040,"startTime":"0","endTime":"0","summary":"Micron Technology stock was flatlining early Monday. The memory-chip maker is still contending with fears of a cyclical peak in its earnings but prices tell a different story.Micron shares were down 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Securities Adjusts Price Target on Micron Technology to $1,950 From $1,870, Keeps Buy Rating","url":"https://stock-news.laohu8.com/highlight/detail?id=2673650704","media":"MT Newswires Live","labels":["express"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673650704?lang=en_us&edition=fundamental","pubTime":"2026-10-05 19:09","pubTimestamp":1791198550,"startTime":"0","endTime":"0","summary":"Micron Technology (MU) has an average rating of buy and mean price target of $1,592.92, according to analysts polled by FactSet.(MT Newswires covers equity, commodity and economic research from major 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Buzz: Wallstreetbets Stocks Mixed Pre-Bell Monday; Vistra, Nike to Open Higher","url":"https://stock-news.laohu8.com/highlight/detail?id=2673701623","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673701623?lang=en_us&edition=fundamental","pubTime":"2026-10-05 18:36","pubTimestamp":1791196573,"startTime":"0","endTime":"0","summary":"The most-talked-about stocks in the Reddit subforum Wallstreetbets were mixed hours before Monday's opening bell.Vistra  rose by 5.9% in pre-bell activity, after a 0.2% increase at Friday's close. Vistra may receive a $4 billion loan package from the Trump administration to upgrade three of its nuclear plants, Bloomberg reported, citing people familiar with the matter.Nike  was up 1.5% in premarket hours, swinging from a 3.6% fall at Friday's close.Alpha Tau Medical  advanced by 1.2% premarket, after closing Friday with a 1.8% increase.SpaceX  rose by 0.4% pre-bell, after a 7.4% increase from the previous session.Nvidia  was 0.5% higher hours before the market open, following a 1.3% rise from Friday's session.Meta Platforms  was 0.4% lower in premarket activity, swinging from a 0.3% increase at Friday's close.Micron Technology  was down 0.3% pre-bell, after a 2.1% fall from the previous session.Microsoft  was marginally declining premarket, swinging from a 0.9% increase at Friday's 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Micron to Hon Hai: AI Supply Chain Results Beat Expectations as Global Infrastructure Spending Stays Elevated","url":"https://stock-news.laohu8.com/highlight/detail?id=1156740625","media":"Stock News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1156740625?lang=en_us&edition=fundamental","pubTime":"2026-10-05 17:21","pubTimestamp":1791192086,"startTime":"0","endTime":"0","summary":"Hon Hai Precision Industry Co. 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(HNHPF), a partner of NVIDIA (NVDA), reported better-than-expected quarterly revenue, signaling that global AI infrastructure spending remains at a high 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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":"nz","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":["LU0708995401.HKD","LU2087625088.SGD","GB00BDT5M118.USD","SGXZ81514606.USD","LU0964807845.USD","LU1629891620.HKD","LU1868837136.USD","IE0002270589.USD","LU0082616367.USD","LU0792757196.USD","FTXL","LEGR","LU2471134879.HKD","LU2168563687.JPY","PSI","VGT","LU2357627491.SGD","LU0154236417.USD","LU1861215975.USD","PTF","LU1548497426.USD","LU2290526834.HKD","SMH","BOBP","BK4588","LU1316542783.SGD","WUGI","BK4532","MU","LU1145028129.USD","LU1989764748.USD","LU0889565833.HKD","LU2286300806.USD","EFIV","LU0210536198.USD","LU1366333091.USD","LU2054465674.USD","IE00BKDWB100.SGD","LU0056508442.USD","LU2756315664.SGD","LU2213496289.HKD","IE00BK4W5M84.HKD","LU0943347566.SGD","SG9999015945.SGD","TDV","BK4585","MUZ","LU0109392836.USD","LU1551013342.USD","LU0889566641.SGD","IE00BJLML261.HKD","LU0109391861.USD","CHPS","LU1914381329.SGD","LU2896262040.SGD","LU1868836591.USD","XNTK","LU0417517546.SGD","LU0719512351.SGD","MUU","LU0133085943.USD","LU0323591593.USD","WLDR","LU2048586759.USD","LU1323610961.USD","LU1674673428.USD","FDTX","LU2168564222.USD","LU0203347892.USD","IE00B5949003.HKD","LU1280957306.USD","IE00BSNM7G36.USD","LU0081259029.USD","LU0097036916.USD","LU0096364046.USD","IE00B19Z3581.USD","LU2750360997.AUD","LU1267930730.SGD","AIS","FTEC","BK4533","LU2102340556.USD","LU0320765059.SGD","LU2458330169.SGD","LU1267930813.SGD","IETC","LU0238689110.USD","BAI","IE0009356076.USD","MIC","IE00B7SZLL34.SGD","RULE","LU1720051017.SGD","SG9999015952.SGD","LU1852331112.SGD","SOXX","LU2471134523.USD","BK4543","LU1868837300.USD","SGXZ99366536.SGD","IE000M9KFDE8.USD","LU1868836757.USD","LU2471134952.CNY","LU0157215616.USD","CHPX","LU2756315318.SGD","BK4141","LU0859254822.USD","IE00BWXC8680.SGD","LU2211815571.USD","BK4575","BK4579","SG9999015978.USD","SGXZ51526630.SGD","LU2023250330.USD","AIQ","LU0127658192.USD","LU0820562030.AUD","LU2250418816.HKD","LU0689472784.USD","IE00B19Z3B42.SGD","TTXU","USXF","CGGO","LU0256863902.USD","LU2543165471.USD","LU1720051108.HKD","LU1989764664.SGD","MUG","IE00B1XK9C88.USD","LU2931357623.SGD","LU1861220033.SGD","IE0034235303.USD","SHOC","LU0672654240.SGD","SG9999015986.USD","LU2860962120.EUR","SOXQ","LU2471134796.USD","XLK","BK4553","IE00BK4W5L77.USD","LU2089985449.USD","FAI","LU2458330243.SGD","LU0820561818.USD","BK4147","KLIC","LU0353189680.USD","FXL","LU1803068979.SGD","MUYY","BK4512","LU0256863811.USD","LU0642271901.SGD","LU0820561909.HKD","AIFD","LU0353189763.USD","LU1674673691.USD","LU2168564065.EUR","LU2168564495.EUR","BK4566","LU2357305700.SGD","LU2403377893.USD","TRFK","SG9999001424.SGD","BK4527","EGGY","LU0787776722.HKD","EMSF","LU2360107168.USD","LU1551013425.SGD","LU1868836914.USD","LU0640476718.USD","LU0274383776.USD","BK4554","LU0683600562.USD","LU1778281490.HKD","LU0061475181.USD","LU0234570918.USD","LU2168564149.EUR","LU0203345920.USD","SMU00main","BK4605","IXN","LU2750360641.GBP","JGRO","LU2360106780.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2673017417","title":"Micron’s FY26 Revenue Soars 3.5x YoY. 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