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International October Picks Balance Defense and Income; Favors NVIDIA (NVDA.US), GCL Technology (03800), China Taiping (00966), and Others","url":"https://stock-news.laohu8.com/highlight/detail?id=1175728066","media":"Stock News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1175728066?lang=en_us&edition=fundamental","pubTime":"2026-10-05 17:17","pubTimestamp":1791191854,"startTime":"0","endTime":"0","summary":"According to a research report released by BOCOM International, global equity markets mostly declined in September, with central banks in the U.S., Europe, and Japan all raising rates, while 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Set for Stock Record as Key Supplier Celebrates Booming AI Demand","url":"https://stock-news.laohu8.com/highlight/detail?id=2673370544","media":"Dow Jones","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673370544?lang=en_us&edition=fundamental","pubTime":"2026-10-05 16:50","pubTimestamp":1791190200,"startTime":"0","endTime":"0","summary":"Nvidia is pushing for a new all-time high again. 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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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CIO Says AI Rally Is Far From Bubble Territory as Nvidia Valuation Still Backed by Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1185471057","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1185471057?lang=en_us&edition=fundamental","pubTime":"2026-10-05 15:41","pubTimestamp":1791186069,"startTime":"0","endTime":"0","summary":"DBS Group Chief Investment Officer Hou Weifu said that NVIDIA's price-to-earnings ratio and its forecast of 70% earnings growth next year indicate that the AI-driven technology stock rally is 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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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and 3 AI Infrastructure Stocks Backed by Big R and D Spending","url":"https://stock-news.laohu8.com/highlight/detail?id=2672773942","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672773942?lang=en_us&edition=fundamental","pubTime":"2026-10-04 22:12","pubTimestamp":1791123144,"startTime":"0","endTime":"0","summary":"Big, highly efficient companies are back in the spotlight after fresh research on how a small group of giants drives most productivity gains and pours more into R&D than many governments. 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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