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Stock Forecast: Here’s How High Morgan Stanley Thinks NVDA Can Go","url":"https://stock-news.laohu8.com/highlight/detail?id=2673612774","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673612774?lang=en_us&edition=fundamental","pubTime":"2026-10-05 10:37","pubTimestamp":1791167863,"startTime":"0","endTime":"0","summary":"Nvidia (NASDAQ:NVDA) stock has not needed another explosive rally to keep rewarding investors in 2026. 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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":["SG9999015986.USD","LU0082616367.USD","LU0234570918.USD","LU2089985449.USD","LU0127658192.USD","LEGR","SG9999015945.SGD","AIS","SG9999015952.SGD","BAI","BK4575","USXF","CHPX","LU1316542783.SGD","LU0642271901.SGD","IE00B1XK9C88.USD","LU0061475181.USD","LU2211815571.USD","SOXX","SGXZ81514606.USD","LU1145028129.USD","LU1323610961.USD","IE00BK4W5M84.HKD","LU0256863811.USD","WLDR","LU2471134879.HKD","LU1674673691.USD","LU2168564149.EUR","LU2403377893.USD","LU0274383776.USD","LU0256863902.USD","IE0002270589.USD","BK4141","LU2213496289.HKD","LU0889565833.HKD","LU2543165471.USD","LU2471134952.CNY","LU0964807845.USD","MU","LU0109392836.USD","LU2750360997.AUD","IE000M9KFDE8.USD","LU1989764748.USD","LU1778281490.HKD","LU1280957306.USD","LU0672654240.SGD","LU0097036916.USD","LU1868836914.USD","LU1861215975.USD","MUU","LU0238689110.USD","LU1720051108.HKD","LU1803068979.SGD","EFIV","AIFD","LU0353189680.USD","BK4532","BK4147","LU1551013425.SGD","CGGO","SG9999001424.SGD","JGRO","LU2471134523.USD","EMSF","LU2750360641.GBP","LU1868836757.USD","LU1674673428.USD","LU1989764664.SGD","LU2756315664.SGD","LU1852331112.SGD","XNTK","LU2357627491.SGD","LU0859254822.USD","LU0323591593.USD","LU0154236417.USD","LU2931357623.SGD","LU2168564222.USD","BK4553","LU2048586759.USD","LU0792757196.USD","LU2360106780.USD","MIC","PTF","BK4533","SOXQ","LU0081259029.USD","WUGI","LU1267930813.SGD","IETC","PSI","BK4566","BK4579","CHPS","FTEC","LU0889566641.SGD","LU0787776722.HKD","IE00BK4W5L77.USD","MUZ","LU1868836591.USD","LU2471134796.USD","SGXZ51526630.SGD","IE0009356076.USD","SG9999015978.USD","IE00B19Z3B42.SGD","SGXZ99366536.SGD","VGT","LU0320765059.SGD","LU0203347892.USD","LU0719512351.SGD","SHOC","TRFK","LU0210536198.USD","LU2360107168.USD","IE00B7SZLL34.SGD","LU2054465674.USD","FTXL","LU1366333091.USD","LU1548497426.USD","BK4605","SMH","IE00BJLML261.HKD","LU2168563687.JPY","LU0353189763.USD","LU0203345920.USD","LU2357305700.SGD","IE00B5949003.HKD","MUG","IE0034235303.USD","BK4588","LU2458330243.SGD","LU2756315318.SGD","LU2290526834.HKD","LU0820561818.USD","IE00BWXC8680.SGD","LU2458330169.SGD","LU2250418816.HKD","LU2102340556.USD","LU1861220033.SGD","BK4585","KLIC","LU0056508442.USD","RULE","LU0683600562.USD","IXN","LU0640476718.USD","LU2896262040.SGD","IE00B19Z3581.USD","BK4543","SMU00main","TTXU","LU1629891620.HKD","LU2860962120.EUR","BOBP","FAI","LU2168564065.EUR","BK4512","LU0417517546.SGD","XLK","LU1868837300.USD","AIQ","LU0820561909.HKD","LU0689472784.USD","TDV","EGGY","LU2087625088.SGD","FDTX","IE00BKDWB100.SGD","IE00BSNM7G36.USD","BK4554","LU0157215616.USD","GB00BDT5M118.USD","LU0708995401.HKD","LU2023250330.USD","LU1914381329.SGD","LU0133085943.USD","LU0820562030.AUD","LU2286300806.USD","MUYY","LU1720051017.SGD","LU1551013342.USD","LU1267930730.SGD","LU0109391861.USD","LU2168564495.EUR","BK4527","FXL","LU0096364046.USD","LU1868837136.USD","LU0943347566.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2673017417","title":"Micron’s FY26 Revenue Soars 3.5x YoY. FY27 Looks Even Better, Right? 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Record quarterly results and strong g...","market":"nz","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tipranks_highlight","url":"https://www.tipranks.com/news/dont-gamble-on-micron-stock-warns-top-investor?utm_source=itigerup.com&utm_medium=referral","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tipranks.com/news/dont-gamble-on-micron-stock-warns-top-investor?utm_source=itigerup.com&utm_medium=referral","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":"tipranks_highlight","symbols":["BK4554","IE00BWXC8680.SGD","IXN","MUZ","BAI","LU1629891620.HKD","LU0320765059.SGD","MULL","LU0640476718.USD","LU2102340556.USD","SG9999015945.SGD","IE0034235303.USD","LU2471134879.HKD","TTXU","LU0353189763.USD","IE00BSNM7G36.USD","LEGR","LU0096364046.USD","WUGI","LU0133085943.USD","FDTX","LU1267930813.SGD","BK4141","LU0127658192.USD","IE00BJLML261.HKD","LU0154236417.USD","CHAT","BK4585","MUD","LU1989764748.USD","LU1861220033.SGD","LU1778281490.HKD","LU2756315664.SGD","EMSF","LU2750360641.GBP","LU2211815571.USD","EGGY","LU1868836914.USD","LU0943347566.SGD","LU0081259029.USD","LU0203345920.USD","SGXZ51526630.SGD","TRFK","BK4579","LU0109392836.USD","RULE","IE00B19Z3581.USD","LU1267930730.SGD","SG9999001424.SGD","ARTY","SMU00main","AIQ","LU0061475181.USD","LU0689472784.USD","PSI","LU0274383776.USD","DISK","LU1868836591.USD","BOBP","LU2931357623.SGD","BK4527","SMH","JGRO","FXL","LU2213496289.HKD","LU1720051108.HKD","LU1551013342.USD","LU2458330169.SGD","LU2250418816.HKD","USXF","SG9999015986.USD","BK4588","BK4532","LU2054465674.USD","LU1989764664.SGD","IE00B5949003.HKD","SOXX","LU0672654240.SGD","LU0820562030.AUD","LU0203347892.USD","LU2023250330.USD","GB00BDT5M118.USD","LU2048586759.USD","LU0256863902.USD","LU0157215616.USD","BK4566","LU0238689110.USD","LU2896262040.SGD","IE00B1XK9C88.USD","LU2168564065.EUR","IE00BK4W5M84.HKD","LU2458330243.SGD","LU2360106780.USD","LU2471134952.CNY","BK4575","LU0889565833.HKD","LU0642271901.SGD","LU2168564149.EUR","MIC","LU2286300806.USD","LU1674673428.USD","BK4553","MUU","FTXL","SHOC","LU0820561909.HKD","LU1366333091.USD","LU0820561818.USD","VGT","HBMX","LU2087625088.SGD","LU1720051017.SGD","LU1674673691.USD","IE00BK4W5L77.USD","LU0417517546.SGD","LU0708995401.HKD","LU2360107168.USD","SG9999015978.USD","LU1868837136.USD","LU0787776722.HKD","LU2089985449.USD","IE000M9KFDE8.USD","LU0056508442.USD","LU1914381329.SGD","LU0109391861.USD","LU2756315318.SGD","WLDR","LU1316542783.SGD","EFIV","XLK","CHPX","BK4512","LU0234570918.USD","LU2168564222.USD","LU0323591593.USD","LU2543165471.USD","BK4543","LU2471134796.USD","IE00BKDWB100.SGD","SGXZ99366536.SGD","AIFD","LU0719512351.SGD","LU0082616367.USD","AIS","LU0964807845.USD","LU1551013425.SGD","LU2168564495.EUR","LU2471134523.USD","LU2750360997.AUD","LU0353189680.USD","LU0256863811.USD","IE00B19Z3B42.SGD","IE00B7SZLL34.SGD","LU1868837300.USD","XNTK","LU0859254822.USD","LU2357627491.SGD","LU0210536198.USD","LU2357305700.SGD","MUYY","BK4533","IETC","SGXZ81514606.USD","CHPS","LU2290526834.HKD","LU0792757196.USD","LU1803068979.SGD","LU1852331112.SGD","DRMY","LU1145028129.USD","FTEC","SG9999015952.SGD","LU1861215975.USD","PTF","LU2403377893.USD","FAI","LU1548497426.USD","LU1280957306.USD","IE0009356076.USD","LU0889566641.SGD","LU1868836757.USD","LU0097036916.USD","LU2860962120.EUR","LU2168563687.JPY","CGGO","BK4605","IE0002270589.USD","LU1323610961.USD","SOXQ","MU","LU0683600562.USD","MUG"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2673742797","title":"October 2026 Founder Led Stocks To Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=2673742797","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673742797?lang=en_us&edition=fundamental","pubTime":"2026-10-05 09:18","pubTimestamp":1791163137,"startTime":"0","endTime":"0","summary":"Interest rates have jumped as the AI boom pulls huge amounts of capital into long term projects, and bond specialists are openly questioning whether longer dated debt still works as a safe anchor. That pushes more investors toward businesses where founders still run the show and have their own wealth on the line. This article highlights three founder led stocks from the US market that fit that profile and explains what makes each one worth a closer look.\nThe three founder led stocks in 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vs. SanDisk: As AI Data Center Boom Continues to Heat Up, Which Memory Stock Is a Better Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2673779597","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673779597?lang=en_us&edition=fundamental","pubTime":"2026-10-05 08:00","pubTimestamp":1791158400,"startTime":"0","endTime":"0","summary":"Within the AI data center supply chain, memory and storage are irreplaceable. AI accelerators require high-bandwidth memory to transfer data, while training and inference systems rely on high-capacity DRAM and enterprise SSDs to store models, data, and intermediate results. Among key players, Micron (MU) maintains a presence across DRAM, HBM, and NAND, whereas SanDisk (SNDK) places its main bet on NAND flash memory and enterprise data center storage. While both companies benefit from AI storage demand, what investors ultimately need to determine is whether the better allocation choice is a diversified platform or a pure-play NAND cyclical stock offering higher 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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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