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'Conditions' Likely Remain Strong, Morgan Stanley Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2671510792","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671510792?lang=en_us&edition=fundamental","pubTime":"2026-09-29 01:22","pubTimestamp":1790616142,"startTime":"0","endTime":"0","summary":"Micron Technology  is likely to see a smaller magnitude of upward revisions than in prior quarters when it reports its Q4 results Sept. 30, Morgan Stanley said in a note Monday.The report said near-term conditions are still \"very\" good, with strong demand and rising pricing in evidence.The note also pointed to the debate shifting from \"how good can it get\" to \"how long can it stay good\" which can take longer to play out.\"We expect conditions to remain strong, and do see upward revisions on the print, but think the magnitude is lower than prior quarters,\" the report said.The report said tight supply-demand conditions are likely to persist for multiple years, adding that the cycle is likely to end if AI spending slows rather than from incremental memory supply.Morgan Stanley maintained its overweight rating and a $1,200 price target.Price: 1055.60, Change: -26.68, Percent Change: 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VP, Corporate Controller Esther Song Disposes of 147 Common Shares for $14,700","url":"https://stock-news.laohu8.com/highlight/detail?id=2671025140","media":"Reuters","labels":["shareholding","insiderTrades"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671025140?lang=en_us&edition=fundamental","pubTime":"2026-09-29 01:08","pubTimestamp":1790615328,"startTime":"0","endTime":"0","summary":"Synaptics VP, Corporate Controller Esther Song disposes of 147 common shares for $14,700Synaptics Vice President and Corporate Controller Esther Song sold 147 common shares on Sept. 25, 2026 at USD 10","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260928:nNDL9D6HWw:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"Synaptics VP, Corporate Controller Esther Song Disposes of 147 Common Shares for $14,700","news_tag":"shareholding,insiderTrades","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1815336760.USD","LU0957808578.USD","LU1642822529.SGD","LU0444971666.USD","SYNA","BK4512","BK4141"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2671131251","title":"‘The Signals Are Flashing for Micron Stock,’ Says Top Investor Ahead 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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Inc Stock (QCOM) Moved Down by 6.30% on Sep 28: What Signal Does It Send?","url":"https://stock-news.laohu8.com/highlight/detail?id=2670256207","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670256207?lang=en_us&edition=fundamental","pubTime":"2026-09-28 23:15","pubTimestamp":1790608527,"startTime":"0","endTime":"0","summary":"• Qualcomm shares retreated due to profit-taking and a sell-the-news reaction.\n• Supply chain uncertainties and insider stock sales added downside pressure.\n• The company reported an annual revenue of $44.28B.","market":"nz","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20240205/c371f6d1bdbd3c04d96495a25dd5cf3c.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20240205/c371f6d1bdbd3c04d96495a25dd5cf3c.jpg"],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/news/market-movers/262190134-market-movers-qcom-20260928","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":null,"symbols":["BK4604","SG9999015978.USD","LU0061475181.USD","QCMD","QCMU","LU1119994496.HKD","BK4598","LU2023250504.SGD","LU1084165304.USD","LU1496350502.SGD","BK4573","BK4534","BK4141","LU1066051811.HKD","SG9999002232.USD","BK4561","BK4512","LU0081259029.USD","SQCOMmain","LU0868494617.USD","BK4554","SG9999002224.SGD","IE00BVYPNQ40.USD","LU1066053197.SGD","BK4585","LU1046421795.USD","SG9999001424.SGD","LU1244550577.SGD","LU1261432733.SGD","LU1244550221.USD","BK4575","BK4581","BK4612","LU0942090050.USD","BK4605","SG9999015986.USD","BK4532","IE00BSNM7G36.USD","LU1069344957.HKD","SG9999015945.SGD","IE00BVYPNP33.GBP","LU0868494708.USD","QCOM","LU1035775433.USD","BK4527","FTXL","QCML","GB00BDT5M118.USD","LU1823568750.SGD","IE00BGHQDM52.EUR","LU2247934214.USD","LU1066051225.USD","LU1066051498.USD","BK4588","BK4515","LU1917777945.USD","LU1974910355.USD","TDV","BK4579","LU1244550494.USD","SG9999015952.SGD","LU2106854487.HKD","LU0079474960.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2670256985","title":"Philadelphia 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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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