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Chatter: Firmus Grid Set to Offer Half of IPO Shares to Existing Backers","url":"https://stock-news.laohu8.com/highlight/detail?id=2673090507","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673090507?lang=en_us&edition=fundamental","pubTime":"2026-10-05 18:21","pubTimestamp":1791195667,"startTime":"0","endTime":"0","summary":"Firmus Grid plans to allocate about half of its IPO shares to existing shareholders, including Nvidia  and Blackstone , Bloomberg reported Monday, citing people familiar with the matter.According to the report, Firmus aims to raise up to $5.5 billion, including a greenshoe option, in one of Australia's largest IPOs. The company priced the deal at 11 Australian dollars a share, implying a valuation of about AU$43.7 billion, while demand exceeded the offer size.Firmus plans to use the proceeds to buy graphics processing units for its first data center in Batam, Indonesia, being developed with DayOne under an eight-year partnership with Nvidia, Bloomberg added.The people told Bloomberg that details remain subject to change.Nvidia and Blackstone did not immediately respond to MT Newswires' request for 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Cash Flow Stocks To Own In October 2026","url":"https://stock-news.laohu8.com/highlight/detail?id=2673721704","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673721704?lang=en_us&edition=fundamental","pubTime":"2026-10-05 18:15","pubTimestamp":1791195316,"startTime":"0","endTime":"0","summary":"U.S. Treasury yields have surged to their largest quarterly rise in 32 years, which puts fresh pressure on highly priced stocks and shines a light on companies where cash flow really matters. When borrowing costs bite, investors often pay closer attention to businesses that generate solid cash and still appear inexpensive relative to their estimated worth. This article highlights three such ideas from our discounted cash flow focused undervaluation list.\nThe stocks highlighted below are 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Micron to Hon Hai: AI Supply Chain Results Beat Expectations as Global Infrastructure Spending Stays Elevated","url":"https://stock-news.laohu8.com/highlight/detail?id=1156740625","media":"Stock News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1156740625?lang=en_us&edition=fundamental","pubTime":"2026-10-05 17:21","pubTimestamp":1791192086,"startTime":"0","endTime":"0","summary":"Hon Hai Precision Industry Co. 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International October Picks Balance Defense and Income; Favors NVIDIA (NVDA.US), GCL Technology (03800), China Taiping (00966), and Others","url":"https://stock-news.laohu8.com/highlight/detail?id=1175728066","media":"Stock News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1175728066?lang=en_us&edition=fundamental","pubTime":"2026-10-05 17:17","pubTimestamp":1791191854,"startTime":"0","endTime":"0","summary":"According to a research report released by BOCOM International, global equity markets mostly declined in September, with central banks in the U.S., Europe, and Japan all raising rates, while 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Set for Stock Record as Key Supplier Celebrates Booming AI Demand","url":"https://stock-news.laohu8.com/highlight/detail?id=2673370544","media":"Dow Jones","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673370544?lang=en_us&edition=fundamental","pubTime":"2026-10-05 16:50","pubTimestamp":1791190200,"startTime":"0","endTime":"0","summary":"Nvidia is pushing for a new all-time high again. 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CIO Says Nvidia's Forward P/E of Just 17x Shows AI Tech Stocks Are Far From Bubble Territory","url":"https://stock-news.laohu8.com/highlight/detail?id=1163594891","media":"Stock News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1163594891?lang=en_us&edition=fundamental","pubTime":"2026-10-05 16:09","pubTimestamp":1791187765,"startTime":"0","endTime":"0","summary":"Hou Wey Fook, Chief Investment Officer at DBS Group, stated that Nvidia's (NVDA.US) price-to-earnings ratio, combined with an expected earnings growth rate of 70% next year, indicates that 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CIO Says AI Rally Is Far From Bubble Territory as Nvidia Valuation Still Backed by Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1185471057","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1185471057?lang=en_us&edition=fundamental","pubTime":"2026-10-05 15:41","pubTimestamp":1791186069,"startTime":"0","endTime":"0","summary":"DBS Group Chief Investment Officer Hou Weifu said that NVIDIA's price-to-earnings ratio and its forecast of 70% earnings growth next year indicate that the AI-driven technology stock rally is 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$5.5B IPO Could Give Nvidia Room to Add More Shares","url":"https://stock-news.laohu8.com/highlight/detail?id=2673070859","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673070859?lang=en_us&edition=fundamental","pubTime":"2026-10-05 14:51","pubTimestamp":1791183083,"startTime":"0","endTime":"0","summary":"Firmus is reportedly planning to reserve roughly half of its $5.5 billion IPO shares for current shareholders. According to Bloomberg News, this 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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":["LU0708995401.HKD","LU2087625088.SGD","GB00BDT5M118.USD","SGXZ81514606.USD","LU0964807845.USD","LU1629891620.HKD","LU1868837136.USD","IE0002270589.USD","LU0082616367.USD","LU0792757196.USD","FTXL","LEGR","LU2471134879.HKD","LU2168563687.JPY","PSI","VGT","LU2357627491.SGD","LU0154236417.USD","LU1861215975.USD","PTF","LU1548497426.USD","LU2290526834.HKD","SMH","BOBP","BK4588","LU1316542783.SGD","WUGI","BK4532","MU","LU1145028129.USD","LU1989764748.USD","LU0889565833.HKD","LU2286300806.USD","EFIV","LU0210536198.USD","LU1366333091.USD","LU2054465674.USD","IE00BKDWB100.SGD","LU0056508442.USD","LU2756315664.SGD","LU2213496289.HKD","IE00BK4W5M84.HKD","LU0943347566.SGD","SG9999015945.SGD","TDV","BK4585","MUZ","LU0109392836.USD","LU1551013342.USD","LU0889566641.SGD","IE00BJLML261.HKD","LU0109391861.USD","CHPS","LU1914381329.SGD","LU2896262040.SGD","LU1868836591.USD","XNTK","LU0417517546.SGD","LU0719512351.SGD","MUU","LU0133085943.USD","LU0323591593.USD","WLDR","LU2048586759.USD","LU1323610961.USD","LU1674673428.USD","FDTX","LU2168564222.USD","LU0203347892.USD","IE00B5949003.HKD","LU1280957306.USD","IE00BSNM7G36.USD","LU0081259029.USD","LU0097036916.USD","LU0096364046.USD","IE00B19Z3581.USD","LU2750360997.AUD","LU1267930730.SGD","AIS","FTEC","BK4533","LU2102340556.USD","LU0320765059.SGD","LU2458330169.SGD","LU1267930813.SGD","IETC","LU0238689110.USD","BAI","IE0009356076.USD","MIC","IE00B7SZLL34.SGD","RULE","LU1720051017.SGD","SG9999015952.SGD","LU1852331112.SGD","SOXX","LU2471134523.USD","BK4543","LU1868837300.USD","SGXZ99366536.SGD","IE000M9KFDE8.USD","LU1868836757.USD","LU2471134952.CNY","LU0157215616.USD","CHPX","LU2756315318.SGD","BK4141","LU0859254822.USD","IE00BWXC8680.SGD","LU2211815571.USD","BK4575","BK4579","SG9999015978.USD","SGXZ51526630.SGD","LU2023250330.USD","AIQ","LU0127658192.USD","LU0820562030.AUD","LU2250418816.HKD","LU0689472784.USD","IE00B19Z3B42.SGD","TTXU","USXF","CGGO","LU0256863902.USD","LU2543165471.USD","LU1720051108.HKD","LU1989764664.SGD","MUG","IE00B1XK9C88.USD","LU2931357623.SGD","LU1861220033.SGD","IE0034235303.USD","SHOC","LU0672654240.SGD","SG9999015986.USD","LU2860962120.EUR","SOXQ","LU2471134796.USD","XLK","BK4553","IE00BK4W5L77.USD","LU2089985449.USD","FAI","LU2458330243.SGD","LU0820561818.USD","BK4147","KLIC","LU0353189680.USD","FXL","LU1803068979.SGD","MUYY","BK4512","LU0256863811.USD","LU0642271901.SGD","LU0820561909.HKD","AIFD","LU0353189763.USD","LU1674673691.USD","LU2168564065.EUR","LU2168564495.EUR","BK4566","LU2357305700.SGD","LU2403377893.USD","TRFK","SG9999001424.SGD","BK4527","EGGY","LU0787776722.HKD","EMSF","LU2360107168.USD","LU1551013425.SGD","LU1868836914.USD","LU0640476718.USD","LU0274383776.USD","BK4554","LU0683600562.USD","LU1778281490.HKD","LU0061475181.USD","LU0234570918.USD","LU2168564149.EUR","LU0203345920.USD","SMU00main","BK4605","IXN","LU2750360641.GBP","JGRO","LU2360106780.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2673017417","title":"Micron’s FY26 Revenue Soars 3.5x YoY. 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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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