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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":"sg","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":["LU0889565833.HKD","LU0889566641.SGD","LU0820561909.HKD","SOXQ","LU2168563687.JPY","LU0061475181.USD","LU1868836914.USD","LU0082616367.USD","LU0096364046.USD","LU1551013342.USD","LU0859254822.USD","LU2458330169.SGD","MUU","CHPX","LU2860962120.EUR","LU2403377893.USD","LU1803068979.SGD","LU0708995401.HKD","BK4512","LU0056508442.USD","LU0353189680.USD","LU1861215975.USD","LU2471134796.USD","BK4588","IE0002270589.USD","LU1316542783.SGD","LU2048586759.USD","GB00BDT5M118.USD","LU1267930813.SGD","LU2750360997.AUD","LU1989764664.SGD","LU1280957306.USD","LU2290526834.HKD","CGGO","EFIV","LU0210536198.USD","IE00BSNM7G36.USD","LU1145028129.USD","BK4605","MU","AIQ","AIFD","LU2168564222.USD","BK4579","IE000M9KFDE8.USD","LU2168564065.EUR","LU0689472784.USD","LU1267930730.SGD","IE0034235303.USD","IE00BK4W5L77.USD","BK4585","LU2756315664.SGD","MUZ","SMH","XLK","RULE","BK4543","LU0097036916.USD","LU1868837300.USD","LU0154236417.USD","LU2250418816.HKD","LU0943347566.SGD","LU2357305700.SGD","IE00B5949003.HKD","IE00B19Z3B42.SGD","BK4141","TRFK","SHOC","LU1551013425.SGD","MIC","TDV","LU2360106780.USD","BK4147","LU2168564495.EUR","LU2211815571.USD","LU2357627491.SGD","LU0203347892.USD","FTEC","LU1861220033.SGD","LU1989764748.USD","LU0109392836.USD","SG9999015945.SGD","FTXL","LU0820561818.USD","LU1674673428.USD","LU0238689110.USD","PTF","LU2471134952.CNY","LU0353189763.USD","WUGI","LU2054465674.USD","IE00BK4W5M84.HKD","SG9999015952.SGD","LU0256863902.USD","SGXZ99366536.SGD","LU0234570918.USD","LU1366333091.USD","VGT","LU2896262040.SGD","PSI","LU0127658192.USD","LU0820562030.AUD","LU2756315318.SGD","SGXZ51526630.SGD","BK4575","SMU00main","LU0081259029.USD","SG9999015986.USD","LU0109391861.USD","LU2023250330.USD","BK4533","LU2087625088.SGD","FAI","LU2931357623.SGD","LU0787776722.HKD","IE00B19Z3581.USD","LU0964807845.USD","FDTX","BK4527","LU0792757196.USD","LU2360107168.USD","MUG","EMSF","LU2089985449.USD","LU2471134523.USD","BOBP","IE0009356076.USD","LU0133085943.USD","AIS","BAI","KLIC","LU0640476718.USD","LU1868836591.USD","LU1548497426.USD","LU0157215616.USD","LU2168564149.EUR","LU1868836757.USD","LU0256863811.USD","LU1720051017.SGD","LU0642271901.SGD","LU1323610961.USD","SG9999015978.USD","LU0320765059.SGD","IE00BKDWB100.SGD","LU2213496289.HKD","LU0203345920.USD","JGRO","TTXU","BK4554","LU0323591593.USD","LU0672654240.SGD","SG9999001424.SGD","IE00BWXC8680.SGD","IETC","LU0417517546.SGD","SGXZ81514606.USD","EGGY","LU1720051108.HKD","XNTK","IE00B1XK9C88.USD","IE00B7SZLL34.SGD","IE00BJLML261.HKD","LU1914381329.SGD","LU2543165471.USD","BK4553","LU0683600562.USD","LU2286300806.USD","LU2471134879.HKD","LU1629891620.HKD","LU2458330243.SGD","LU1674673691.USD","LU2750360641.GBP","LU1868837136.USD","SOXX","BK4566","LEGR","WLDR","FXL","CHPS","BK4532","LU2102340556.USD","LU1778281490.HKD","LU1852331112.SGD","LU0719512351.SGD","MUYY","USXF","IXN","LU0274383776.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2673714547","title":"‘Don’t Gamble on Micron Stock,’ Warns Top Investor","url":"https://stock-news.laohu8.com/highlight/detail?id=2673714547","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673714547?lang=en_us&edition=fundamental","pubTime":"2026-10-05 09:46","pubTimestamp":1791164770,"startTime":"0","endTime":"0","summary":"Micron (NASDAQ:MU) spent two sessions after earnings moving forward, then backward, without getting very far. Record quarterly results and strong g...","market":"us","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":["LU0889565833.HKD","BK4579","BK4527","IE0009356076.USD","MIC","LU2860962120.EUR","IXN","EFIV","LU2286300806.USD","AIFD","LU1852331112.SGD","LU1989764664.SGD","LU2471134879.HKD","LU2756315664.SGD","LU0889566641.SGD","LU2168564222.USD","SHOC","EMSF","LU1914381329.SGD","LU0097036916.USD","LU0133085943.USD","LU1551013342.USD","LU2087625088.SGD","IE00BWXC8680.SGD","IE00BSNM7G36.USD","LU1674673691.USD","LU2168564149.EUR","LU0820561909.HKD","LU0256863811.USD","LU2458330243.SGD","RULE","LU1316542783.SGD","LU0274383776.USD","LU2750360641.GBP","LU1548497426.USD","LU2168563687.JPY","CHPS","LU1267930730.SGD","WLDR","CHAT","LU0082616367.USD","LU0203345920.USD","IE00BK4W5L77.USD","LU0320765059.SGD","IE000M9KFDE8.USD","BK4554","ARTY","IE00B1XK9C88.USD","SOXQ","SG9999015978.USD","MUG","MUYY","WUGI","IE00B7SZLL34.SGD","LU2360106780.USD","LU0708995401.HKD","MUD","MULL","LU1323610961.USD","LU0210536198.USD","BK4533","LU0820562030.AUD","LU0096364046.USD","BK4575","LU0417517546.SGD","DISK","LU1868837136.USD","BK4532","LU0820561818.USD","LU1551013425.SGD","LU2250418816.HKD","SG9999001424.SGD","LU1674673428.USD","LU2357627491.SGD","SG9999015986.USD","BK4141","AIS","AIQ","LU1868836591.USD","LU2357305700.SGD","LU2471134796.USD","LU2102340556.USD","LU2750360997.AUD","LU0056508442.USD","LU1868836914.USD","CGGO","IE00BKDWB100.SGD","JGRO","BK4585","LU1778281490.HKD","LU0127658192.USD","LU0353189763.USD","LU0787776722.HKD","LU2543165471.USD","XNTK","GB00BDT5M118.USD","LU2168564065.EUR","EGGY","LU0323591593.USD","LU2213496289.HKD","HBMX","BK4588","IE00BK4W5M84.HKD","LU0157215616.USD","LU1366333091.USD","LU1720051108.HKD","LU1868836757.USD","LU1629891620.HKD","LU2023250330.USD","TTXU","XLK","IE0002270589.USD","LU0109392836.USD","IETC","LU2471134952.CNY","LU2403377893.USD","PSI","USXF","FAI","IE00B19Z3581.USD","LU0203347892.USD","PTF","LU2168564495.EUR","LU1861215975.USD","LU2290526834.HKD","FTXL","LU1145028129.USD","CHPX","BK4553","BK4605","LU2360107168.USD","IE00BJLML261.HKD","LU1868837300.USD","LU0792757196.USD","LU0154236417.USD","LU0640476718.USD","BK4512","BK4566","FTEC","LU1720051017.SGD","LU1989764748.USD","SMH","BAI","MUU","LU1861220033.SGD","LU2931357623.SGD","LU2896262040.SGD","LU1280957306.USD","LU0683600562.USD","LU0353189680.USD","MU","LU0642271901.SGD","IE00B19Z3B42.SGD","IE0034235303.USD","LU0081259029.USD","LU0672654240.SGD","SG9999015945.SGD","SG9999015952.SGD","VGT","LU0234570918.USD","MUZ","LU2048586759.USD","DRMY","SOXX","FXL","BOBP","LU2756315318.SGD","LEGR","LU0943347566.SGD","LU0256863902.USD","LU0109391861.USD","LU2211815571.USD","LU2471134523.USD","SGXZ51526630.SGD","BK4543","LU2089985449.USD","FDTX","SMU00main","TRFK","LU0238689110.USD","SGXZ99366536.SGD","IE00B5949003.HKD","LU1803068979.SGD","LU2458330169.SGD","LU0859254822.USD","LU2054465674.USD","LU0719512351.SGD","LU0689472784.USD","LU0964807845.USD","SGXZ81514606.USD","LU0061475181.USD","LU1267930813.SGD"],"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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EPIC Center Partnerships Just Shift Applied Materials (AMAT) Investment Narrative?","url":"https://stock-news.laohu8.com/highlight/detail?id=2673775574","media":"Simply Wall St.","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673775574?lang=en_us&edition=fundamental","pubTime":"2026-10-05 00:25","pubTimestamp":1791131104,"startTime":"0","endTime":"0","summary":"Applied Materials reported expanded collaborations with BE Semiconductor Industries and KIOXIA, bringing both partners into its EPIC Center to co-develop advanced packaging and memory technologies for AI-focused chips.\nThis deeper, in-house co-engineering model tightens Applied Materials’ role inside customers’ R&D roadmaps. It can influence tool selection, process standardization and long-term demand visibility across advanced packaging flows.\nWe will now assess how Applied Materials'...","market":"hk","thumbnail":"https://simplywall.st/cdn-cgi/image/fit=cover,format=auto,width=320,height=180/https://images.simplywall.st/asset/company-cover/251230-card/1789096615753","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/251230-card/1789096615753"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/semiconductors/nasdaq-amat/applied-materials/news/did-epic-center-partnerships-just-shift-applied-materials-am","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-amat/applied-materials/news/did-epic-center-partnerships-just-shift-applied-materials-am","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"simplywall_highlight","symbols":["LU1868837300.USD","WUGI","VTHR","LU0061475181.USD","IE00BFXG1179.USD","LU2543165471.USD","LU1989763005.USD","SGXZ80539844.SGD","QQQG","LU0949170772.SGD","AGIX","LU0061474960.USD","LU2458330169.SGD","LU0198837287.USD","RDVY","LU0354030438.USD","BK4543","SMH","IE0009356076.USD","LU0444971666.USD","QTOC","AMA","CHPS","UYM","BK4567","GB00BDT5M118.USD","LU2023250504.SGD","EPAI","LU1815336760.USD","LU2111349929.HKD","PSI","BK4533","CHAT","LU1974910355.USD","ARTY","LU2023251221.USD","XNTK","RDVI","BK4147","SOXQ","LU0868494617.USD","LU1815333072.USD","TDV","AIPO","LU0210536198.USD","LU1069344957.HKD","LU2023250843.SGD","APMI","LU0347712357.USD","AMAT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2672736727","title":"CrowdStrike Holdings (CRWD) Joins OpenAI Marketplace, Is The Stock Now Too Pricey?","url":"https://stock-news.laohu8.com/highlight/detail?id=2672736727","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672736727?lang=en_us&edition=fundamental","pubTime":"2026-10-04 22:13","pubTimestamp":1791123186,"startTime":"0","endTime":"0","summary":"CrowdStrike Holdings (CRWD) just widened its OpenAI partnership, putting the Falcon cybersecurity platform directly into the OpenAI Marketplace so eligible enterprise customers can use existing OpenAI commitments to procure Falcon subscriptions.\nInvestors have been rewarding CrowdStrike Holdings for this AI push, with a 30-day share price return of 26.72% and a 90-day gain of 35.44%. The 1-year total shareholder return of 120.49% and very large 3-year total shareholder return suggest momentum...","market":"sg","thumbnail":"https://simplywall.st/cdn-cgi/image/fit=cover,format=auto,width=320,height=180/https://images.simplywall.st/asset/company-cover/420347413-card/1788949242776","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/420347413-card/1788949242776"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/software/nasdaq-crwd/crowdstrike-holdings/news/crowdstrike-holdings-crwd-joins-openai-marketplace-is-the-st","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/software/nasdaq-crwd/crowdstrike-holdings/news/crowdstrike-holdings-crwd-joins-openai-marketplace-is-the-st","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":["LU2265009873.SGD","VTHR","LU1917777945.USD","LU2125909916.SGD","LU1992135472.HKD","AIPI","LU2211815571.USD","CHAT","CLOD","LU1720051108.HKD","LU1804176565.USD","BK4598","LU2023250504.SGD","LU1548497426.USD","LU2286300806.USD","BK4097","LU2125909759.SGD","IE00BZ9MQY76.HKD","LU2125909247.SGD","BUG","LU0266013472.USD","IE00B19Z9Z06.USD","AGIX","LU0081259029.USD","LU2272731782.SGD","IE00B894F039.SGD","HAKY","LU1923622614.USD","QTOC","LU1992135399.USD","WCBR","BK4543","IE00B19Z9P08.USD","BK4551","IGV","CIBR","CRWL","LU1923622291.USD","LU1923623000.USD","LU2272731600.USD","LU1720051017.SGD","ARTY","LU2264538146.SGD","CRWC","LU2357305700.SGD","LU1951200564.SGD","BK4532","CRWD","LU1988902786.USD","AIPO"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2672773675","title":"Marvell Stock And 2 US Industrial Policy Plays Backed By National Security Spending","url":"https://stock-news.laohu8.com/highlight/detail?id=2672773675","media":"Simply Wall St.","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672773675?lang=en_us&edition=fundamental","pubTime":"2026-10-04 22:12","pubTimestamp":1791123178,"startTime":"0","endTime":"0","summary":"Washington is leaning harder into national security investing, with talk of government equity stakes, trade threats and cash handouts blurring the line between politics and markets. 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 and...","market":"nz","thumbnail":"https://simplywall.st/cdn-cgi/image/fit=cover,format=auto,width=320,height=180/https://images.simplywall.st/asset/company-cover/31158-card/1788989241928","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/31158-card/1788989241928"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/semiconductors/nasdaq-mrvl/marvell-technology/news/marvell-stock-and-2-us-industrial-policy-plays-backed-by-nat","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-mrvl/marvell-technology/news/marvell-stock-and-2-us-industrial-policy-plays-backed-by-nat","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":"simplywall_highlight","symbols":["LU2244417387.USD","DTCR","LU0056508442.USD","FAI","LU0187121727.USD","LU1720051108.HKD","FTXL","LU2272731782.SGD","LU1815336760.USD","IE0004091025.USD","ARTY","LU2065171402.SGD","XNTK","LU0957808578.USD","MRVU","LU1992135472.HKD","LU1989764664.SGD","IE00BLSP4452.SGD","LU1235294995.USD","LU2065169927.USD","LU1992135399.USD","LU2360107168.USD","MVLL","LU2065171311.SGD","LU1119994496.HKD","LU0823421333.USD","LU2322448957.HKD","LU1169590202.USD","LU1316542783.SGD","LU1548497426.USD","LU0444971666.USD","LU2065170008.USD","IE0004086264.USD","LU1084165304.USD","LU2272731865.HKD","LU0642271901.SGD","LU1861215975.USD","LU1861220033.SGD","IE00BMPRXQ63.HKD","WUGI","BK4141","SOXY","LU2931357623.SGD","LU2458330243.SGD","LU0154236417.USD","AIS","IE00BLSP4239.USD","LU2543165471.USD","BK4605","FDTX","BK4109","FXL","IE00B1BXHZ80.USD","LU0127658192.USD","SG9999000418.SGD","LU2089985449.USD","BK4543","LU2473716301.USD","LU0823434740.USD","LU1823568750.SGD","IE00BMPRXN33.USD","LU1261432733.SGD","LU2357305700.SGD","PRM","LU0786609619.USD","BK4585","IE0009354923.USD","TPC","LU0444973449.USD","LU0274383776.USD","MRVX","BK4129","LU1720051017.SGD","SMHX","IE00BMPRXR70.SGD","MRVL","BK4588","LU0823434583.USD","LU0476273544.USD","LU1046421795.USD","LU1169589451.USD","BK4515","LU1303367103.USD","LU1989764748.USD","LU2322448791.USD","QQQA","LU2272731600.USD","LU0061475181.USD","BK4581","BK4604","LU1642822529.SGD","IE00BN8TJ469.HKD","LU2458330169.SGD","LU0823421416.USD","LU2290526834.HKD","GTEK","IE00BBT3K403.USD","LU1852331112.SGD","LU2098885051.SGD","LU0081259029.USD","AIFD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2672773942","title":"Nvidia and 3 AI Infrastructure Stocks Backed by Big R and D Spending","url":"https://stock-news.laohu8.com/highlight/detail?id=2672773942","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672773942?lang=en_us&edition=fundamental","pubTime":"2026-10-04 22:12","pubTimestamp":1791123144,"startTime":"0","endTime":"0","summary":"Big, highly efficient companies are back in the spotlight after fresh research on how a small group of giants drives most productivity gains and pours more into R&D than many governments. 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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However, the 1-year total shareholder return of 7.8% 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