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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. Barring that, the demand for memory will prove resilient, they say, and even if customers \"despec\" in the near term due to supply constraints, \"more supply will be very easily absorbed as we respec to higher levels.\"","market":"other","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://dowjonesnews.com/newdjn/logon.aspx?AL=N","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":["TTXU","LU1674673691.USD","RULE","LU2750360641.GBP","IE000M9KFDE8.USD","BAI","LU0109392836.USD","HBMX","LU0820561909.HKD","LU2023250330.USD","LU2931357623.SGD","XLK","IE00BSNM7G36.USD","SG9999015952.SGD","LU2168564222.USD","LU0157215616.USD","LU0127658192.USD","LU0708995401.HKD","VGT","LU0203345920.USD","LU0943347566.SGD","SG9999015978.USD","SG9999001424.SGD","LU0256863902.USD","LU2471134523.USD","LU1868836591.USD","LU2290526834.HKD","LU0081259029.USD","COWG","LU2286300806.USD","IE00BK4W5M84.HKD","IE00BKDWB100.SGD","FAI","LU0963586101.USD","LU0061475181.USD","SGXZ51526630.SGD","SOXX","AIS","LU2063271972.USD","LU2048586759.USD","EMSF","LU1868837136.USD","FSMD","LU2471134952.CNY","LU2750360997.AUD","LU0097036916.USD","BK4533","IXN","LU1861220033.SGD","SHOC","LU2360107168.USD","LU0889566641.SGD","LU2543165471.USD","LU0353189680.USD","MULL","SMU00main","LU0238689110.USD","LU1914381329.SGD","LU2471134879.HKD","MIC","IE00B7SZLL34.SGD","IE0009356076.USD","AIFD","LU1861215975.USD","LU0964807845.USD","LU0082616367.USD","LU0683600562.USD","IE00BWXC8680.SGD","LU1720051017.SGD","LU0820562030.AUD","BK4527","LU1868837300.USD","LU2860962120.EUR","CGGO","IE00B19Z3B42.SGD","EGGY","LU2471134796.USD","LU1551013425.SGD","LU2357305700.SGD","LU1868836757.USD","LU2087625088.SGD","LU2168564495.EUR","LU0640476718.USD","LEGR","USXF","LU0154236417.USD","LU2896262040.SGD","BK4575","LU2756315664.SGD","MUYY","LU0323591593.USD","LU1280957306.USD","BK4553","LU2102340556.USD","OPTZ","SNDC","LU2168564149.EUR","LU2089985449.USD","TRFK","LU0689472784.USD","WLDR","SNDK","BK4579","LU2756315318.SGD","LU1267930813.SGD","MU","LU0056508442.USD","SNDU","LU0096364046.USD","BK4170","EFIV","LU0792757196.USD","LU2360106780.USD","MUU","LU0274383776.USD","LU1868836914.USD","PTF","BK4554","AIQ","SCHM","SMH","CHPX","FDTX","LU0256863811.USD","LU2213496289.HKD","LU1629891620.HKD","LU1551013342.USD","LU1989764748.USD","MUG","LU0109391861.USD","LU0642271901.SGD","LU0820561818.USD","LU0353189763.USD","XNTK","LU0889565833.HKD","SOXQ","SNDG","LU1852331112.SGD","JGRO","MUZ","LU0133085943.USD","LU2458330169.SGD","QQQG","FTXL","LU0234570918.USD","LU2168563687.JPY","LU0719512351.SGD","LU1323610961.USD","GB00BDT5M118.USD","LU1674673428.USD","BK4585","LU1989764664.SGD","CHPS","SG9999015986.USD","FTEC","IE00BK4W5L77.USD","LU1267930730.SGD","PSI","IE00B5949003.HKD","BK4512","IE00B1XK9C88.USD","BK4141","LU0787776722.HKD","LU0859254822.USD","LU1548497426.USD","LU2458330243.SGD","IE0034235303.USD","LU0203347892.USD","BK4543","LU0672654240.SGD","LU1316542783.SGD","IE00BJLML261.HKD","FCUS","SNXX","IE0002270589.USD","LU2211815571.USD","LU1720051108.HKD","LU1778281490.HKD","BK4588","LU0210536198.USD","LU2250418816.HKD","WUGI","FXL","LU1366333091.USD","LU0417517546.SGD","IETC","SCHA","LU2168564065.EUR","SNDQ","SGXZ99366536.SGD","SG9999015945.SGD","IE00B19Z3581.USD","BK4605","BOBP","BK4532","LU0054578231.USD","LU2357627491.SGD","LU1145028129.USD","LU2054465674.USD","SGXZ81514606.USD","LU0320765059.SGD","TMSL","BK4566","LU2403377893.USD","CNAV","LU1803068979.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2673860230","title":"Sector Update: Healthcare Stocks Rise Monday Afternoon","url":"https://stock-news.laohu8.com/highlight/detail?id=2673860230","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673860230?lang=en_us&edition=fundamental","pubTime":"2026-10-06 01:42","pubTimestamp":1791222136,"startTime":"0","endTime":"0","summary":"Healthcare stocks were higher Monday afternoon, with the NYSE Healthcare Index rising 0.4% and the State Street Health Care Select Sector SPDR ETF  adding 0.5%.The iShares Biotechnology ETF  advanced 0.7%.In corporate news, GE HealthCare Technologies  said it has agreed to buy Sofie Biosciences from private equity firm Trilantic North America for $945 million. Shares rose 1.5%.AstraZeneca  said Monday it is investing over $1 billion in Massachusetts as part of its broader investment of $50 billion across the US. Its shares were down 0.4%.UnitedHealth  is being investigated by Texas Attorney General Ken Paxton over allegations that it has engaged in \"deceptive\" and \"unlawful\" practices that denied Texans access to medically necessary healthcare, the AG said Monday. UnitedHealth shares eased 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Stocks Rebound. the Case for Buying Micron and STMicroelectronics.","url":"https://stock-news.laohu8.com/highlight/detail?id=2673086066","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673086066?lang=en_us&edition=fundamental","pubTime":"2026-10-06 01:38","pubTimestamp":1791221880,"startTime":"0","endTime":"0","summary":"The semiconductor cycle is turning, and Micron and STMicroelectronics represent two of the cleanest vehicles to play the rebound.Memory supply is tightening rapidly as artificial-intelligence server 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Options volume roughly in line with 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and Micron: One AI Stock Is Reaching a Breakout Point, the Other Is Still Underappreciated, Says Top Investor","url":"https://stock-news.laohu8.com/highlight/detail?id=2673086207","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673086207?lang=en_us&edition=fundamental","pubTime":"2026-10-06 01:03","pubTimestamp":1791219834,"startTime":"0","endTime":"0","summary":"Nvidia (NASDAQ:NVDA) and Micron (NASDAQ:MU) are seeing modest moves Monday, although investors in each camp have little reason to complain. 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