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CEO Sees Research Initiative Boosts U.S. Semiconductor Standing","url":"https://stock-news.laohu8.com/highlight/detail?id=2661236463","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2661236463?lang=en_us&edition=fundamental","pubTime":"2026-08-21 00:59","pubTimestamp":1787245140,"startTime":"0","endTime":"0","summary":"1259 ET - Micron Technology's new research initiative aims to help the U.S. get a competitive edge in semiconductor and memory innovation, CEO Sanjay Mehrotra says. The semiconductor company's Micron Research Labs will be headquartered in Boise with satellite campuses around the globe, and bring together a number of stakeholders--including customers, academia, government and the broader semiconductor ecosystem--to pursue breakthroughs in memory and AI, he says. The initiative will be \"driving America's leadership in semiconductor and memory technology,\" he says during an appearance on CNBC. The labs will be backed by a planned $10 billion investment over the next decade, the company 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Pixel 11 review: Can this new smartphone lure away iPhone users?","url":"https://stock-news.laohu8.com/highlight/detail?id=2661236364","media":"cityam","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2661236364?lang=en_us&edition=fundamental","pubTime":"2026-08-20 23:59","pubTimestamp":1787241588,"startTime":"0","endTime":"0","summary":"The Google Pixel 11 went on sale this week Two years ago I reviewed Google’s folding phone and I was blown away. The extra screen real estate was transformative, particularly for someone like me who spends most of their time on smartphones reading.So enamoured by this device did I become that I ditched my previous handset and made it my own. I confidently predicted that, before long, folding phones would become the device of choice for business execs .Then, disaster struck. Two months ago, the battery indicator stopped working – it was replaced on screen with a question mark. A few days later, the front screen started getting laggy – then it stopped working altogether and I had to unfold the phone to use it. 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Heads Into Fiscal Q2 Print With Favorable Earnings Setup, Oppenheimer Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2660235947","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660235947?lang=en_us&edition=fundamental","pubTime":"2026-08-20 23:50","pubTimestamp":1787241038,"startTime":"0","endTime":"0","summary":"Salesforce  heads into the fiscal Q2 print with a favorable earnings setup, supported by robust net new Agentforce and data cloud annual recurring revenue trends, Oppenheimer said in a Thursday research report.For fiscal Q2, the brokerage said it expects EPS of $3.26 on revenue of $11.31 billion. It added that channel checks indicated mixed trends for business activity and pipeline momentum, but targets look achievable with low expectations and robust usage trends. The company will report fiscal Q2 results next week.Agentforce cycle is evolving from broad-based testing initiatives to returns justification, which is increasing deal size, but slowing down the trend of customers ramping deployments to scaled production levels, according to the note.The brokerage said it reiterated its outperform rating on the stock and price target of $250 per share.Price: 206.62, Change: +0.53, Percent Change: 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Stock Forecast: BofA Says AI May Have Broken Memory Cycle, Stock Could Rise to $1,144","url":"https://stock-news.laohu8.com/highlight/detail?id=2661423502","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2661423502?lang=en_us&edition=fundamental","pubTime":"2026-08-20 23:30","pubTimestamp":1787239809,"startTime":"0","endTime":"0","summary":"Micron (MU) shares pulled back slightly after breaking above $1,000 and are currently hovering around $950. Bank of America believes artificial intelligence may have broken the memory boom-and-bust cycle, projecting long-term and massive earnings growth for Micron Technology. According to BofA's scenario model, Micron's revenue could reach $377.3 billion in fiscal year 2030, far exceeding the market consensus of $280.5 billion. On the profitability front, BofA expects its EPS to reach $236.16, representing a compound annual growth rate (CAGR) of up to 34.1%. The market's current valuation of Micron remains relatively conservative, standing at only about 6 times projected FY2027 earnings.","market":"other","thumbnail":"https://resource.tradingkey.com/uploads/20260608/Micron-98572b9fe3894abab71913abd5864c14.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/uploads/20260608/Micron-98572b9fe3894abab71913abd5864c14.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/262121630-micron-mu-ai-memory-cycle-interest-dram-hbm-shortage-1000-price-1144-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":["LU2896262040.SGD","LU0210536198.USD","IE00BKDWB100.SGD","MUU","LU0787776722.HKD","BK4527","BK4512","LU1803068979.SGD","SG9999001424.SGD","WUGI","LU1267930730.SGD","LU1267930813.SGD","MU","LU0154236417.USD","IE00BK4W5L77.USD","LU2471134952.CNY","LU0859254822.USD","IE00B1XK9C88.USD","BK4585","LU1720051017.SGD","USXF","LU2543165471.USD","LU2931357623.SGD","LU2750360641.GBP","LU1861215975.USD","LU0820561818.USD","IE0002270589.USD","LU2102340556.USD","MUZ","LU0719512351.SGD","BK4588","LU0820561909.HKD","LU0417517546.SGD","LU2048586759.USD","LU1551013342.USD","LU1145028129.USD","EMSF","LU1323610961.USD","FDTX","IE000M9KFDE8.USD","LU2360106780.USD","LU0683600562.USD","LU1551013425.SGD","SHOC","LU1868837136.USD","LU1720051108.HKD","IE00BWXC8680.SGD","FTXL","LU1852331112.SGD","LU2211815571.USD","SOXQ","AIQ","LU2054465674.USD","IE00B19Z3581.USD","LU1868836591.USD","TTXU","LU1989764664.SGD","LU0640476718.USD","MIC","BOBP","WLDR","LU2750360997.AUD","AIFD","FAI","LU1316542783.SGD","LU2471134523.USD","LU2250418816.HKD","IE00BSNM7G36.USD","LU1280957306.USD","LU0157215616.USD","LU2213496289.HKD","TRFK","LU1629891620.HKD","LU0642271901.SGD","LU0109391861.USD","LU0203345920.USD","SOXX","BK4532","LU0127658192.USD","BK4553","LU0203347892.USD","IE00B5949003.HKD","PTF","LU1674673691.USD","LU0943347566.SGD","LU0061475181.USD","LU1868836914.USD","LU2471134796.USD","LU0689472784.USD","MUYY","XLK","LU0274383776.USD","LU2756315318.SGD","BAI","LU2168563687.JPY","LU2756315664.SGD","LU0672654240.SGD","GB00BDT5M118.USD","LU1778281490.HKD","LU0708995401.HKD","LU1674673428.USD","LU0820562030.AUD","BK4543","LU2168564149.EUR","XNTK","CHPS","SMH","LU0256863811.USD","FTEC","MUD","IE00BJLML261.HKD","PSI","SGXZ81514606.USD","IXN","LU0964807845.USD","HBMX","LU1914381329.SGD","MUG","LU0889566641.SGD","SGXZ51526630.SGD","LU2023250330.USD","LU2458330169.SGD","LU0082616367.USD","BK4575","LU0889565833.HKD","LU2357305700.SGD","AIS","LU2403377893.USD","LU0109392836.USD","BK4579","VGT","LU0238689110.USD","IE0034235303.USD","LU0081259029.USD","LU2290526834.HKD","LU2458330243.SGD","BK4566","IE0009356076.USD","LU2168564222.USD","LU0323591593.USD","LU1989764748.USD","IE00B19Z3B42.SGD","LU0056508442.USD","BK4554","LU0256863902.USD","LU0792757196.USD","LU2168564065.EUR","BK4605","LU0320765059.SGD","LU0133085943.USD","EFIV","JGRO","LU2286300806.USD","LU2360107168.USD","LU2168564495.EUR","LU2357627491.SGD","LU1366333091.USD","LU1548497426.USD","RULE","BK4533","FXL","LU0096364046.USD","LU2089985449.USD","LU1861220033.SGD","SMU00main","SGXZ99366536.SGD","LU1868837300.USD","CGGO","BK4141","EGGY","CHPX","LU1868836757.USD","IE00B7SZLL34.SGD","LU2471134879.HKD","IETC","IE00BK4W5M84.HKD","LEGR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660233757","title":"Nvidia's AI Demand, Rubin Ramp Support Strong Q2, RBC Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2660233757","media":"MT Newswires Live","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660233757?lang=en_us&edition=fundamental","pubTime":"2026-08-20 23:21","pubTimestamp":1787239317,"startTime":"0","endTime":"0","summary":"Nvidia  is expected to deliver another strong quarter as demand for AI compute remains strong and the initial Rubin platform ramp begins, RBC Capital Markets said.RBC models fiscal Q2 revenue of $91.1 billion and adjusted EPS of $2.06, compared with consensus estimates of $92 billion and $2.09, respectively. The firm expects fiscal Q3 revenue guidance to come in about 5% above the $103.8 billion consensus.The initial Rubin platform ramp is expected to carry a more than 50% average selling price premium, along with an estimated $10 billion of incremental standalone CPU opportunity in the second half of the year, according to the report Wednesday.RBC also pointed to Nvidia's access to component supply, citing $119 billion of purchase commitments in the last quarter. 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Stocks Have Higher Valuations than Tech. They Deserve It.","url":"https://stock-news.laohu8.com/highlight/detail?id=2660330142","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660330142?lang=en_us&edition=fundamental","pubTime":"2026-08-20 23:21","pubTimestamp":1787239260,"startTime":"0","endTime":"0","summary":"AI is creating trillions in stock market value, but technology isn't the sector benefiting the most. That distinction falls to rusty old industrials.Take Nordson, for example. 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bullish activity in NVIDIA with shareslittle changed","url":"https://stock-news.laohu8.com/highlight/detail?id=2660233717","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660233717?lang=en_us&edition=fundamental","pubTime":"2026-08-20 23:20","pubTimestamp":1787239215,"startTime":"0","endTime":"0","summary":"Moderately bullish activity in NVIDIA (NVDA), with shares up 10c, or 0.04%, near $217.66. Options volume relatively light with 899k contracts 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Maintained at Buy as Analyst Holds $172 Price Target, Backed by Robust Cloud Growth and Resilient E-Commerce Profitability","url":"https://stock-news.laohu8.com/highlight/detail?id=2660233741","media":"TIPRANKS","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660233741?lang=en_us&edition=fundamental","pubTime":"2026-08-20 23:15","pubTimestamp":1787238928,"startTime":"0","endTime":"0","summary":"Bank of America Securities analyst Joyce Ju maintained a Buy rating on Alibaba today and set a price target of $172.00. 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