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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. 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That tilt can reroute capital, reshape winners and leave some investors watching from the sidelines. This article walks through three stocks from our U.S. National-Security Industrial Policy Beneficiaries screener that appear closely tied to these policy currents and explains how the new rulebook for risk 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488% Higher on Day One! 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Here is a recap of the key news on this stock. 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Here is a recap of the key news on this stock. 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This puts sharper focus on whether the current price is adequately supported by the cash flows investors expect the business to produce.\n\nOver the past 5 years, AMD has returned about 503.4%, so a lot of future cash generation is already being treated as valuable by the market.\nThe agreed US$8.2b all stock acquisition of AI research firm World Labs, and the...","market":"sg","thumbnail":"https://simplywall.st/cdn-cgi/image/fit=cover,format=auto,width=320,height=180/https://images.simplywall.st/asset/company-cover/168864-card/1788984699975","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/168864-card/1788984699975"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/semiconductors/nasdaq-amd/advanced-micro-devices/news/amd-amd-stock-looks-hard-to-value-on-cash-flow-alone","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/us/semiconductors/nasdaq-amd/advanced-micro-devices/news/amd-amd-stock-looks-hard-to-value-on-cash-flow-alone","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":["LU0210536198.USD","LU2361044865.SGD","SGXZ99366536.SGD","ARTY","CHAT","LU0274383776.USD","IE0001KFT4U8.USD","BAI","LU0081259029.USD","SGXZ51526630.SGD","AMDU","LU1232071149.USD","LU2458330243.SGD","LU0708995401.HKD","LU1988902786.USD","XNTK","LU0786609619.USD","LU1803068979.SGD","LU0823421416.USD","FTXL","LU1804176565.USD","IE00BMPRXQ63.HKD","LU2458330169.SGD","IE00BQXX3C00.GBP","LU2417539215.USD","LU0198837287.USD","LU2360107168.USD","LU0823421333.USD","CHPS","IE00BKVL7J92.USD","BK4588","LU2250418816.HKD","LU0823434583.USD","LU0109391861.USD","LU0792757196.USD","LU0889566641.SGD","LU1880398554.USD","LU1989764748.USD","LU2242649171.HKD","LU2462591350.SGD","LU0109392836.USD","LU2456880835.USD","SGXZ81514606.USD","LU1989772923.USD","BK4543","IE00BMPRXN33.USD","TRFK","LU0320765059.SGD","LU0889565833.HKD","AMDD","LU0133085943.USD","LU2860962120.EUR","BK4575","LU1861215975.USD","LU2931357623.SGD","AMDC","LU1316542783.SGD","LU2264538146.SGD","LU1242518857.USD","LU2461242641.AUD","LU1852331112.SGD","IE00BMPRXR70.SGD","FAI","AMYY","AMDY","GAMR","LU2290526834.HKD","LU0174119429.USD","LU0056508442.USD","BK4529","IE0004445239.USD","LU2247934214.USD","LU2054465674.USD","DAMD","IE00B1BXHZ80.USD","BK4614","SMH","LU1267930730.SGD","BK4566","LU0082616367.USD","LU0823434740.USD","LEGR","SOXY","SMHX","IE00BZ1G4Q59.USD","PSI","LU0390134368.USD","LU1861559042.SGD","LU2265009873.SGD","BK4573","TEK","BK4534","BK4141","LU1267930813.SGD","LU1923623000.USD","BK4512","LU0127658192.USD","TTEQ","LU0672654240.SGD","BK4554","LU0048584097.USD","LU1242518931.SGD","LU2543165471.USD","LU1951198990.SGD","LU0719512351.SGD","LU0251132253.USD","BK4612","AMDG","LU2361044949.HKD","LU2896262040.SGD","SOXX","LU1064131342.USD","LU0348723411.USD","IE00BQXX3F31.USD","LU2361045086.USD","LU2360106780.USD","WISE","LU1989772840.SGD","LU2089985449.USD","ILDR","LU2355687059.USD","CNAV","LU1861558580.USD","WUGI","LU0642271901.SGD","AMDW","IETC","IE00BQXX3D17.EUR","AMDL","LU1951200564.SGD","LU1303367103.USD","LU2098885051.SGD","LU2108987350.USD","BK4585","IE00B5949003.HKD","SG9999001424.SGD","BK4605","BK4532","AMUU","SAMD0main","LU1989764664.SGD","IE0009356076.USD","USXF","LU2236285917.USD","AIQ","AMD","QQQA","LU1861220033.SGD","AIS","AMDS","LU1880398471.USD","LU0979878070.USD"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":33,"pageCount":15,"totalSize":651,"code":"91000000","status":"200"}]}}