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The labs will be backed by a planned $10 billion investment over the next decade, the company 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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":"nz","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":["LU0096364046.USD","USXF","IE00BK4W5L77.USD","BK4533","LU0109392836.USD","LU1548497426.USD","IE00BK4W5M84.HKD","LU2089985449.USD","LU2054465674.USD","HBMX","SMH","BK4575","IE00B19Z3581.USD","FAI","BOBP","FTXL","LU0683600562.USD","LU2168563687.JPY","IE00B1XK9C88.USD","LU2168564222.USD","LU0056508442.USD","WUGI","SHOC","LU2543165471.USD","TTXU","BK4512","VGT","IE00B5949003.HKD","EGGY","LU0082616367.USD","IE00BJLML261.HKD","MUD","BK4532","LU2048586759.USD","LU1366333091.USD","LEGR","MUYY","LU1868836591.USD","BK4566","LU0274383776.USD","LU2896262040.SGD","LU0964807845.USD","BK4579","AIS","LU0256863902.USD","LU0859254822.USD","LU1267930813.SGD","LU0889566641.SGD","MUG","BK4553","LU2360106780.USD","LU1551013342.USD","BK4543","LU2250418816.HKD","LU2168564065.EUR","LU0061475181.USD","LU1267930730.SGD","LU0672654240.SGD","RULE","LU0820562030.AUD","LU2750360641.GBP","LU0640476718.USD","PTF","SOXX","LU1803068979.SGD","LU1868837300.USD","BK4605","EFIV","LU0708995401.HKD","LU2168564149.EUR","CHPX","MUZ","LU0320765059.SGD","LU0889565833.HKD","LU1720051108.HKD","LU2357305700.SGD","AIFD","IE000M9KFDE8.USD","LU2471134796.USD","LU1629891620.HKD","LU0127658192.USD","LU1674673691.USD","LU2168564495.EUR","FDTX","IE0034235303.USD","SOXQ","IE0009356076.USD","SGXZ81514606.USD","JGRO","IETC","XNTK","BAI","SGXZ51526630.SGD","IE00BKDWB100.SGD","BK4585","LU0642271901.SGD","IE00BWXC8680.SGD","LU2471134879.HKD","LU2750360997.AUD","BK4588","LU2290526834.HKD","LU0203345920.USD","LU0133085943.USD","LU1861220033.SGD","FXL","LU2357627491.SGD","LU0081259029.USD","LU1852331112.SGD","LU2211815571.USD","LU1280957306.USD","LU1323610961.USD","LU2756315664.SGD","LU0820561818.USD","LU2102340556.USD","LU1914381329.SGD","LU1551013425.SGD","BK4554","LU1316542783.SGD","AIQ","LU2931357623.SGD","LU0203347892.USD","LU0157215616.USD","IE00B19Z3B42.SGD","LU0238689110.USD","LU0210536198.USD","LU1720051017.SGD","LU0417517546.SGD","LU0787776722.HKD","PSI","SG9999001424.SGD","EMSF","LU0943347566.SGD","LU2360107168.USD","LU0792757196.USD","BK4527","CHPS","LU0689472784.USD","LU2023250330.USD","LU0154236417.USD","LU2756315318.SGD","LU2213496289.HKD","LU1145028129.USD","LU2471134952.CNY","SGXZ99366536.SGD","WLDR","IE0002270589.USD","LU1868836914.USD","IE00B7SZLL34.SGD","MIC","LU1868836757.USD","LU2286300806.USD","LU2458330169.SGD","MU","LU1861215975.USD","XLK","LU2471134523.USD","IXN","LU0323591593.USD","IE00BSNM7G36.USD","LU0256863811.USD","LU0719512351.SGD","MUU","LU1778281490.HKD","LU1989764664.SGD","LU0820561909.HKD","CGGO","LU0109391861.USD","GB00BDT5M118.USD","SMU00main","LU2403377893.USD","FTEC","LU1674673428.USD","BK4141","LU1989764748.USD","LU2458330243.SGD","TRFK","LU1868837136.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660330142","title":"Industrial 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. The company isn't a 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