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Key will be major U.S. banks, which start the 3Q earnings season this week. Earnings of TSMC and ASML, key suppliers in the AI value chain, will also offer an early read on whether AI-related investment remains intact, he says in an email. TSMC's commentary on advanced-node demand and capacity utilization, and ASML's order outlook, will be closely watched as indicators of semiconductor capex plans, he adds.","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"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":["LU2087625088.SGD","MEMX","IE00BD6J9T35.USD","LU2750360641.GBP","LU0211328371.USD","HBMX","LU2089284900.SGD","TTEQ","LU1267930813.SGD","LU2471134952.CNY","BK4532","BK4526","BK4554","GSID","LU0384037296.USD","FFGX","LU2125154935.USD","SGXZ81514606.USD","LU0211327993.USD","LU1868837722.USD","IE00BYQQ9H92.USD","LU2271345857.HKD","ASML","LU1989764664.SGD","LU0345774631.USD","LU2023250504.SGD","LU1712237335.SGD","UMMA","LU2491049909.HKD","LU1037948541.HKD","SGXZ51526630.SGD","LU0889566641.SGD","BK4503","LU0359201612.USD","LU0572939691.SGD","TWSC","IFLR","WUGI","SG9999000418.SGD","BK4505","EFA","IE00BFXG0V08.USD","LU2357125470.USD","LU0143863784.USD","LU0861579265.USD","BK4533","CGGO","LU1803068979.SGD","LU2054465674.USD","BK4605","IE0004086264.USD","IE00B5TLWC47.USD","LU1023057109.AUD","LU0198837287.USD","LU0353189763.USD","CGDG","ASMH","LU0084288322.USD","SGXZ99366536.SGD","BK4591","LU0072462343.USD","LU2506951792.HKD","IE0004445239.USD","LU2237443549.SGD","CORO","DBEU","LU2133065610.SGD","KNOW","SPTE","LU1623119135.USD","BK4534","BK4612","LU0541501648.USD","LU2458330243.SGD","LU2360032135.SGD","LU0965509283.SGD","ADVE","LU2125154778.USD","LU1934455194.USD","LU2250418816.HKD","LU1508157978.USD","LU2237443382.USD","LU2089283258.USD","IE00B3M56506.USD","BK4602","BK4527","LU0719512351.SGD","LU1934455863.HKD","TEK","FDTX","LU0878005551.USD","LU2491050154.USD","LU2860962120.EUR","BK4141","ASMZ","IE00BKPKM429.USD","LU0878004406.USD","AVXC","LU1282649067.USD","LU0689626769.HKD","IE00BQXX3C00.GBP","LU0323591593.USD","LU0823434583.USD","LU1211504680.USD","ASMG","LU0348723411.USD","AIQ","LU1282649810.SGD","ESIM","LU0264606111.USD","AVSE","LU2543165471.USD","BK4585","CNEQ","LU2360106780.USD","BK4147","LU0124676726.USD","LU0238689110.USD","LU2360108059.USD","LU2663582299.SGD","LU2211815571.USD","CGIC","IE00BQXX3F31.USD","LU0792757196.USD","ASMU","LU0094547139.USD","LU0097036916.USD","LU0823414478.USD","LU1037948897.HKD","LU1917777945.USD","IE00BZ199S13.USD","LU0175139822.USD","BK4512","LU0882747503.HKD","LU0316494557.USD","CWI","BK4548","LU1989772840.SGD","LU2471134879.HKD","ILOW","TSM","LU2041044095.USD","TSMY","BK4588","LU2458330169.SGD","IEFA","LU0488056044.USD","LU0642271901.SGD","LU1989772923.USD","LU2092937221.SGD","LU2237443622.USD","LU0823421416.USD","LU2211814178.USD","BK4581","IE0004091025.USD","LU0310799852.SGD","TSMZ","BK4550","LU0109392836.USD","TSMX","FENI","DBEF","IE00BHPRN162.USD","LU0965508806.USD","HK0000107257.USD","LU2023251221.USD","LU0541502299.USD","LU2028103732.USD","LU0082616367.USD","LU0572940350.SGD","LU2294711713.HKD","LU1734074674.USD","TSMU","LU0345770308.USD","EPAI","ASIA","LU0965509010.AUD","LU0345774391.USD","LU1974910355.USD","LU2471134796.USD","LU2491050071.SGD","PQNT","EMM","03165","TINS","LU1868838027.USD","CHPX","LU0823434740.USD","STSM","LU0353189680.USD","LU1934455277.USD","LU1868837565.USD","LU1323610961.USD","LU0965509101.SGD","LU2750360997.AUD","LU1048588211.SGD","LU0359201885.HKD","LU1267930490.SGD","LU0823421333.USD","LU0289960550.SGD","LU2106854487.HKD","LU1852331112.SGD","BLOX","LU2298321311.HKD","LU0158827948.USD","LU2237443978.SGD","LU1989764748.USD","LU2063271972.USD","03145","CGNG","LU0823414551.USD","LU2111349929.HKD","LU0889565833.HKD","LU2471134523.USD","AVEM","LU0056508442.USD","LU0345770993.USD","LU0143863198.USD","SPWO","SG9999004220.SGD","IE00BQXX3D17.EUR","LU0359202008.SGD","LU1316542783.SGD","LU2247934214.USD","TSMG","SMH","BAI","LU2249611893.SGD","BK4543","LU0158827781.USD","EMC"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2674182842","title":"‘Don’t Let the Swings Fool You,’ Says Top Investor About Micron Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2674182842","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2674182842?lang=en_us&edition=fundamental","pubTime":"2026-10-12 08:39","pubTimestamp":1791765552,"startTime":"0","endTime":"0","summary":"Micron (NASDAQ:MU) seems to have developed a habit of giving investors an earnings hangover. 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Xero Limited has appointed former Micron Technology chief executive Mark Durcan as an 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The expansion plan sparked market concerns over increased future supply, HDD pricing, and manufacturers' profit margins.","market":"nz","thumbnail":"https://resource.tradingkey.com/uploads/20260429/stx-bcbfe882d8a94d22a5b49d27301d4cbc.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/uploads/20260429/stx-bcbfe882d8a94d22a5b49d27301d4cbc.jpg"],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/analysis/stocks/us-stocks/262210097-toshiba-expansion-hdd-price-western-digital-seagate-kioxia-tradingkey","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":["CNEQ","LU0081259029.USD","LU1642822529.SGD","IE00B19Z9Z06.USD","LU0353189680.USD","LU1035773651.USD","FSMD","LU1861215975.USD","BK4512","SNXX","LU0203347892.USD","LU0444973449.USD","LU0240877869.USD","STXL","LU2543165471.USD","LU0154236417.USD","BK4206","LU0162691827.USD","SNDK","OPTZ","SNDU","LU2087625088.SGD","LU2063271972.USD","WDCX","LU1861220033.SGD","LU0963586101.USD","LU1670628061.USD","TOSBF","LU1983260115.SGD","SNDQ","LU0006061336.USD","LU2360107168.USD","STXX","LU0072461881.USD","CGGO","QQQG","SCHA","STX","TMSL","LU0444971666.USD","LU1046421795.USD","RULE","FCUS","LU1823568750.SGD","LU0240878834.USD","SNDC","LU0957808578.USD","LU1670627923.USD","DRMY","BK4585","QQQA","WLDR","CNAV","LU0476273544.USD","LU0054578231.USD","LU2290526834.HKD","SCHM","STXU","DISK","LU1235294995.USD","IE00B894F039.SGD","EGGY","SNDG","FDTX","COWG","PTF","LU0203345920.USD","BK4588","WDCC","WDC","LU1815336760.USD","LU1069347547.HKD","BK4170","GB00BDT5M118.USD","IE00B19Z9P08.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2674818729","title":"Western Digital (WDC) Faces Rising Earnings Expectations, Is The AI Storage Story Fully Valued?","url":"https://stock-news.laohu8.com/highlight/detail?id=2674818729","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2674818729?lang=en_us&edition=fundamental","pubTime":"2026-10-11 02:31","pubTimestamp":1791657075,"startTime":"0","endTime":"0","summary":"Rising expectations around Western Digital (WDC) ahead of its October 22 earnings release have turned the stock into a focal point for investors watching data center and enterprise storage demand.\nWestern Digital’s recent share price has cooled off, with the stock down 17.62% over the past 30 days and 31.81% over 90 days, even after a strong year to date share price return of 111.66%. The 1 year total shareholder return of 244.85% and very large 3 and 5 year total shareholder returns hint at...","market":"sg","thumbnail":"https://simplywall.st/cdn-cgi/image/fit=cover,format=auto,width=320,height=180/https://images.simplywall.st/asset/company-cover/314057-card/1788981913675","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/company-cover/314057-card/1788981913675"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/tech/nasdaq-wdc/western-digital/news/western-digital-wdc-faces-rising-earnings-expectations-is-th","rn_cache_url":null,"directOrigin":true},"property":["earning"],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://simplywall.st/stocks/us/tech/nasdaq-wdc/western-digital/news/western-digital-wdc-faces-rising-earnings-expectations-is-th","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":["LU0444973449.USD","LU1235294995.USD","LU0957808578.USD","LU1642822529.SGD","COWG","LU0444971666.USD","FDTX","LU1815336760.USD","LU0072461881.USD","BK4588","WDC","BK4512","LU0240878834.USD","BK4585","LU0240877869.USD","WDCX","LU1823568750.SGD","BK4170","LU0476273544.USD","WDCC","LU0006061336.USD","CGGO","LU0081259029.USD","LU1046421795.USD","PTF","QQQG","LU0154236417.USD","CNAV","FCUS","GB00BDT5M118.USD","CNEQ","LU1035773651.USD","LU1069347547.HKD","LU0162691827.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2674906438","title":"Micron Technology (MU) Settles Netlist Patent Fight, Is The Stock Still Cheap?","url":"https://stock-news.laohu8.com/highlight/detail?id=2674906438","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2674906438?lang=en_us&edition=fundamental","pubTime":"2026-10-10 23:33","pubTimestamp":1791646381,"startTime":"0","endTime":"0","summary":"Micron Technology (MU) just rewrote a long running legal story, signing a five year patent license and settlement deal with Netlist that clears all litigation tied to key memory technologies.\nRecent price action shows Micron Technology giving back some ground in the last week, with a 7 day share price return of down 4.3% after legal headlines. The 90 day share price return of 5.1% sits against a very strong 1 year total shareholder return of more than 7x. This points to powerful longer 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(AVGO) Is Leading A $50 Billion AI Chip Debt Push","url":"https://stock-news.laohu8.com/highlight/detail?id=2674905588","media":"Simply Wall St.","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2674905588?lang=en_us&edition=fundamental","pubTime":"2026-10-10 23:32","pubTimestamp":1791646372,"startTime":"0","endTime":"0","summary":"Broadcom (NasdaqGS:AVGO) is leading a planned US$50b debt financing package for OpenAI's Nexus custom AI chip buildout, disclosed on 9 October 2026.\nThe financing push targets large scale AI infrastructure, as OpenAI seeks dedicated chip capacity beyond general purpose GPU supply.\nSector peers such as Oracle and SpaceX are also pursuing multibillion dollar funding deals to secure next generation chip manufacturing and data center resources.\nBroadcom's role in organising US$50b of debt 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AI-Fueled Boom: Buy Signal or Cycle Peak?","url":"https://stock-news.laohu8.com/highlight/detail?id=2674890377","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2674890377?lang=en_us&edition=fundamental","pubTime":"2026-10-10 23:01","pubTimestamp":1791644505,"startTime":"0","endTime":"0","summary":"Micron ( ($MU) ) has been popular among investors this week. Here is a recap of the key news on this stock. Micron’s latest filings reveal a compan...","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tipranks_highlight","url":"https://www.tipranks.com/news/weekend-updates/microns-ai-fueled-boom-buy-signal-or-cycle-peak?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/weekend-updates/microns-ai-fueled-boom-buy-signal-or-cycle-peak?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":["LU2168564065.EUR","LU2213496289.HKD","LU2290526834.HKD","LU0323591593.USD","LU2750360997.AUD","EMSF","IE0034235303.USD","SOXX","XNTK","SGXZ51526630.SGD","LU0056508442.USD","MUG","LU1674673691.USD","LU0683600562.USD","LU2023250330.USD","MU","SHOC","CGGO","LU2471134879.HKD","LU1280957306.USD","LU2048586759.USD","LU0109392836.USD","IE00B19Z3B42.SGD","BK4554","GB00BDT5M118.USD","LU0320765059.SGD","MUZ","IE00B19Z3581.USD","IE00BSNM7G36.USD","MUU","LU2168564495.EUR","IE00BK4W5M84.HKD","LU2471134952.CNY","LU2102340556.USD","LU0096364046.USD","LU0154236417.USD","LU0689472784.USD","LU0820561909.HKD","LU0859254822.USD","LU2087625088.SGD","LU2211815571.USD","LU2931357623.SGD","PTF","LEGR","VGT","BOBP","CHPS","LU1316542783.SGD","BK4566","LU1548497426.USD","LU1629891620.HKD","IE00B1XK9C88.USD","FXL","LU1861215975.USD","LU0889565833.HKD","LU1267930730.SGD","IE00B7SZLL34.SGD","LU1551013425.SGD","LU0109391861.USD","LU0719512351.SGD","XLK","FTEC","LU1868836757.USD","LU0417517546.SGD","SMU00main","LU2286300806.USD","LU0353189680.USD","IE000M9KFDE8.USD","LU0133085943.USD","FAI","AIS","LU0210536198.USD","IE0009356076.USD","FDTX","LU2471134523.USD","LU2089985449.USD","LU2357627491.SGD","LU0061475181.USD","IE00BWXC8680.SGD","EFIV","LU0238689110.USD","IXN","RULE","LU2896262040.SGD","LU2756315664.SGD","LU1861220033.SGD","BK4533","BK4579","BK4141","LU0672654240.SGD","IE00B5949003.HKD","LU0792757196.USD","LU2168563687.JPY","LU0820562030.AUD","LU1914381329.SGD","IE00BKDWB100.SGD","LU0642271901.SGD","LU0820561818.USD","BK4543","CHPX","HBMX","LU0097036916.USD","LU0157215616.USD","IETC","LU2403377893.USD","IE0002270589.USD","LU0256863811.USD","LU2168564222.USD","LU0943347566.SGD","LU2357305700.SGD","SG9999015952.SGD","BK4575","LU1989764748.USD","LU0353189763.USD","AIQ","LU0889566641.SGD","LU2360107168.USD","LU0081259029.USD","LU0203347892.USD","MUD","MUYY","BAI","BK4527","USXF","LU1551013342.USD","DRMY","WLDR","LU0640476718.USD","LU2471134796.USD","LU1868837136.USD","LU2750360641.GBP","BK4585","LU0256863902.USD","LU1868837300.USD","MULL","BK4588","BK4532","BK4553","LU2543165471.USD","LU1778281490.HKD","EGGY","SG9999015945.SGD","LU1868836914.USD","SGXZ99366536.SGD","LU1868836591.USD","LU1674673428.USD","TTXU","LU2756315318.SGD","LU2458330169.SGD","SOXQ","LU2250418816.HKD","LU1366333091.USD","LU0082616367.USD","LU0234570918.USD","SG9999001424.SGD","LU2054465674.USD","LU1720051108.HKD","LU2168564149.EUR","LU0274383776.USD","DISK","LU2360106780.USD","SG9999015986.USD","PSI","JGRO","LU1989764664.SGD","BK4512","SMH","SG9999015978.USD","LU0787776722.HKD","LU2860962120.EUR","LU1720051017.SGD","LU1323610961.USD","LU0127658192.USD","LU1852331112.SGD","BK4605","IE00BJLML261.HKD","LU0708995401.HKD","LU0203345920.USD","LU2458330243.SGD","TRFK","FTXL","MIC","WUGI","LU0964807845.USD","AIFD","LU1267930813.SGD","SGXZ81514606.USD","IE00BK4W5L77.USD","LU1145028129.USD","LU1803068979.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2674897524","title":"Western Digital’s AI Storage Boom Meets Market Jitters","url":"https://stock-news.laohu8.com/highlight/detail?id=2674897524","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2674897524?lang=en_us&edition=fundamental","pubTime":"2026-10-10 22:01","pubTimestamp":1791640909,"startTime":"0","endTime":"0","summary":"Western Digital ( ($WDC) ) has fallen by -10.94%. Read on to learn why. Western Digital shares fell 10.94% over the past week as investors reacted ...","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tipranks_highlight","url":"https://www.tipranks.com/news/weekend-updates/western-digitals-ai-storage-boom-meets-market-jitters?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/weekend-updates/western-digitals-ai-storage-boom-meets-market-jitters?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":["CNAV","BK4585","LU0957808578.USD","LU1069347547.HKD","LU0476273544.USD","COWG","LU0162691827.USD","CGGO","LU1035773651.USD","BK4588","CNEQ","FDTX","LU0081259029.USD","LU0444971666.USD","GB00BDT5M118.USD","LU0072461881.USD","LU0154236417.USD","LU0240878834.USD","LU1235294995.USD","FCUS","LU1823568750.SGD","QQQG","WDCC","PTF","WDCX","LU1642822529.SGD","BK4512","LU0006061336.USD","LU1815336760.USD","LU0240877869.USD","LU1046421795.USD","BK4170","WDC","LU0444973449.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2674898614","title":"Micron Stock Price Forecast: $35 Billion Buyback Plan Takes Effect in December, Will MU Uptrend Gain New Support?","url":"https://stock-news.laohu8.com/highlight/detail?id=2674898614","media":"TradingKey","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2674898614?lang=en_us&edition=fundamental","pubTime":"2026-10-10 09:37","pubTimestamp":1791596272,"startTime":"0","endTime":"0","summary":"TradingKey - Micron Technology (MU) is significantly stepping up its shareholder returns. The company disclosed in its latest 10-K filing that its Board of Directors has approved an expansion of its share repurchase program, increasing the maximum authorized amount for discretionary common stock buybacks to $35.16 billion, effective December 9, 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