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Storage Shares Rebound. CBRS up over 4%; Wolfspeed, SanDisk up Around 3%; SMCI, Micron up Around 2%; Western Digital, Nvidia up over 1%.","url":"https://stock-news.laohu8.com/highlight/detail?id=1162155080","media":"Tiger Newspress","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1162155080?lang=en_us&edition=fundamental","pubTime":"2026-09-02 21:46","pubTimestamp":1788356770,"startTime":"0","endTime":"0","summary":"Chip, storage shares rebounded on Wednesday. CBRS up over 4%; Wolfspeed, SanDisk up around 3%; Navitas, SMCI, Micron, Seagate Tech, STM up around 2%; Western Digital, Nvidia up over 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Micron Stock Break Out as DRAM and NAND Contract Rates Spike Over 50%?","url":"https://stock-news.laohu8.com/highlight/detail?id=2664121978","media":"TIPRANKS","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664121978?lang=en_us&edition=fundamental","pubTime":"2026-09-02 21:31","pubTimestamp":1788355887,"startTime":"0","endTime":"0","summary":"Micron Technology ($MU) stock could break out of its recent slump as surging contract rates for dynamic random-access memory (DRAM) and NAND flash 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June 22 turned out to be the all-time high on both the iShares semiconductor exchange-traded fund and SK Hynix, perhaps the sector bellwether after its meteoric rally of the previous year.Michael Cembalest examines what he got right and what he got wrong in his latest note.Within five weeks, the SOXX ETF SOXX tumbled almost 30%, SK Hynix  more than halved and other chip companies like Taiwan Semiconductor Manufacturing Company  and Micron Technology  dropped sharply in value.How did Cembalest, the chairman of market and investment strategy at JPMorgan Asset Management, manage to time the peak of the memory trade so 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Stock Can't Catch a Break. 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All the signs are that shortages are only getting worse ahead of Micron's earnings later 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They are demanding an additional bonus for fiscal 2026 and a new profit-sharing scheme from fiscal 2027 that will direct 15% of operating profit to employees, according to the report.The unions argue Micron Technology's current incentive plan does not adequately reflect the company's profitability and leaves workers behind their counterparts. The dispute arose after the company posted record fiscal third-quarter revenue of $41.5 billion and net income of $28.2 billion, driven by strong AI-related memory demand, the news agency said.Micron Technology did not immediately respond to MT Newswires' request for a comment.","market":"nz","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.mtnewswires.com/","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":"mtnewswires_news","symbols":["LU1323610961.USD","LU0082616367.USD","LU0096364046.USD","LU2756315318.SGD","LU2023250330.USD","JGRO","IE00B19Z3B42.SGD","BK4527","LU0210536198.USD","LU0320765059.SGD","MU","LU0889565833.HKD","PSI","LU0157215616.USD","LU2211815571.USD","BK4543","LU1868837136.USD","LU0256863902.USD","BK4532","LU0203347892.USD","LU0708995401.HKD","LU1551013425.SGD","XLK","LU1852331112.SGD","MUU","LU1914381329.SGD","LU2168564065.EUR","AIQ","WUGI","LU2089985449.USD","BK4533","LU2931357623.SGD","LU2168564222.USD","IE000M9KFDE8.USD","PTF","MUG","AIFD","VGT","LU1868836914.USD","BOBP","SGXZ99366536.SGD","LU2286300806.USD","LU0274383776.USD","LU2471134879.HKD","EFIV","BK4512","LU1720051108.HKD","LU2054465674.USD","BK4605","LU0889566641.SGD","LU1316542783.SGD","IE00B19Z3581.USD","RULE","LU2403377893.USD","FTEC","LU0859254822.USD","LU1803068979.SGD","LU2896262040.SGD","LU0109392836.USD","AIS","LU1868837300.USD","LU0642271901.SGD","LU0061475181.USD","LU0683600562.USD","LU2250418816.HKD","LU2543165471.USD","LU0127658192.USD","LU0133085943.USD","LU2102340556.USD","SG9999001424.SGD","MIC","IE00B5949003.HKD","SMU00main","IE00B1XK9C88.USD","LU1267930730.SGD","LU0964807845.USD","LU2168564495.EUR","LU0081259029.USD","LU1551013342.USD","LU1366333091.USD","SHOC","LU0787776722.HKD","LU2360106780.USD","LU1548497426.USD","LU0417517546.SGD","LU2458330243.SGD","IE00BJLML261.HKD","LU2357627491.SGD","BK4566","LU2471134523.USD","MUZ","DISK","LU2756315664.SGD","LU0820561909.HKD","LU2458330169.SGD","FDTX","EMSF","IE00BSNM7G36.USD","LU1280957306.USD","CGGO","LU1989764664.SGD","LU2750360997.AUD","LU1145028129.USD","LU2471134952.CNY","DRMY","IETC","LU0056508442.USD","LU0820561818.USD","LU1778281490.HKD","LU0820562030.AUD","LU1720051017.SGD","LU2290526834.HKD","LU0109391861.USD","BK4141","GB00BDT5M118.USD","IXN","LU2168564149.EUR","BK4575","LU1868836591.USD","LU1989764748.USD","LU1861220033.SGD","LU1629891620.HKD","BAI","BK4554","EGGY","LU0719512351.SGD","LU0689472784.USD","IE0009356076.USD","LU0323591593.USD","LU2168563687.JPY","LU2360107168.USD","CHPS","LU0238689110.USD","LU0672654240.SGD","LU2048586759.USD","SGXZ51526630.SGD","IE00B7SZLL34.SGD","USXF","SGXZ81514606.USD","LU2750360641.GBP","IE00BKDWB100.SGD","LU2357305700.SGD","LU0256863811.USD","XNTK","MUYY","SOXX","BK4588","MUD","IE0002270589.USD","LU0640476718.USD","BK4553","FAI","LU0792757196.USD","LU0203345920.USD","LU1868836757.USD","LU0154236417.USD","CHAT","ARTY","LEGR","SMH","IE00BK4W5M84.HKD","TRFK","FTXL","BK4585","IE0034235303.USD","IE00BK4W5L77.USD","MULL","WLDR","FXL","LU1267930813.SGD","HBMX","LU1674673428.USD","LU1674673691.USD","LU0943347566.SGD","LU2213496289.HKD","CHPX","LU1861215975.USD","LU2471134796.USD","SOXQ","TTXU","BK4579","IE00BWXC8680.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1173594983","title":"Profits Soar 346%! Micron's Largest Production Base Faces Strike Warning","url":"https://stock-news.laohu8.com/highlight/detail?id=1173594983","media":"Bellwether Stocks Movement","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1173594983?lang=en_us&edition=fundamental","pubTime":"2026-09-02 10:35","pubTimestamp":1788316500,"startTime":"0","endTime":"0","summary":"","market":"nz","thumbnail":"https://static.tigerbbs.com/597e277fa02600543995147d810f3892","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/597e277fa02600543995147d810f3892"],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"Profits Soar 346%! 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The bank expects 3-D stacking to emerge as the next major memory architecture beyond today's 2.5-D HBM designs, increasing the importance of technologies such as hybrid bonding and wafer-on-wafer integration. Meanwhile, NAND flash is taking on a larger role in AI systems, supporting tasks such as model storage and inference processing rather than serving only as storage. That trend is expected to boost demand for higher-performance NAND products, according to Morgan Stanley.","market":"nz","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","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":["RAMZ","MUU","MUZ","AGIX","LU0314104364.USD","BK4516","LU2271345857.HKD","MUD","LU0234570918.USD","LU0971096721.USD","BK4585","BK4581","RAM","LU0106261372.USD","MUG","CHAT","LU1244550577.SGD","LU1162221912.USD","LU1791710582.SGD","BK4127","LU0053666078.USD","LU0528227936.USD","DRMP","DRMY","LU0912757837.SGD","QTOC","IE00B3S45H60.SGD","MUYY","ARTY","AIPO","LU0390134368.USD","LU0098860793.USD","LU1244550494.USD","MIC","VTHR","LU0795875086.SGD","LU2347655156.SGD","IE00BZ1G4Q59.USD","DRAM","LU2357305700.SGD","LU0158827781.USD","LU1791710400.SGD","LU2133065610.SGD","BK4534","DRAL","KBWB","DISK","IAI","LU1548497426.USD","MULL"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1135856822","title":"Dell's Q2 Blowout: A Near-$100B AI Backlog and a Supply Chain Crying Out for Memory Chips","url":"https://stock-news.laohu8.com/highlight/detail?id=1135856822","media":"Deep News","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1135856822?lang=en_us&edition=fundamental","pubTime":"2026-09-02 09:58","pubTimestamp":1788314325,"startTime":"0","endTime":"0","summary":"Dell Technologies has delivered a spectacular set of results for the second quarter of fiscal 2027, shattering expectations with record AI server orders. The company’s robust demand has prompted a...","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["DISK","AGIX","RAMZ","QTOC","ARTY","DRMP","MUZ","MUD","VTHR","DRAL","BK4588","MUG","DRMY","MIC","MUU","MUYY","RAM","AIPO","CHAT","MULL","DRAM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1187674390","title":"Option Focus | Micron’s Out-of-the-Money Call Selling Signals Bearish-to-Neutral Stance as Institutions Collect Premium and Cap Upside","url":"https://stock-news.laohu8.com/highlight/detail?id=1187674390","media":"Option Witch","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1187674390?lang=en_us&edition=fundamental","pubTime":"2026-09-02 07:00","pubTimestamp":1788303657,"startTime":"0","endTime":"0","summary":"Micron Technology closed at $933.44, down 2.64% from the previous close.MU’s options tape was dominated by institutional selling of out-of-the-money calls, with the largest displayed trade a $329...","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":["SG9999001424.SGD","BK4605","LU2213496289.HKD","BK4553","LU2471134879.HKD","EGGY","DRMY","LU0964807845.USD","IXN","IE00BKDWB100.SGD","LU0889566641.SGD","LU2089985449.USD","LU2360107168.USD","IETC","LU2360106780.USD","IE00BJLML261.HKD","BK4512","VGT","BK4588","LU0056508442.USD","LU0323591593.USD","LU2168564222.USD","LU2168564495.EUR","LU1551013425.SGD","LU0820562030.AUD","LU0238689110.USD","LU0320765059.SGD","IE00B7SZLL34.SGD","LU1861220033.SGD","LU2471134796.USD","HBMX","AIS","LU0672654240.SGD","IE00BK4W5M84.HKD","SOXX","LU2357627491.SGD","TTXU","LU0274383776.USD","LU1267930730.SGD","LU2931357623.SGD","LU0127658192.USD","LEGR","LU2168564065.EUR","MUG","IE0009356076.USD","LU0081259029.USD","LU1629891620.HKD","LU1868837136.USD","LU1280957306.USD","LU0157215616.USD","DISK","BK4533","LU0642271901.SGD","SOXQ","IE00BWXC8680.SGD","TRFK","FXL","LU0683600562.USD","LU2750360997.AUD","LU1803068979.SGD","SGXZ99366536.SGD","LU0943347566.SGD","LU2471134952.CNY","LU0708995401.HKD","LU2750360641.GBP","IE00BK4W5L77.USD","LU0820561818.USD","LU1778281490.HKD","LU2756315318.SGD","BK4575","LU2168563687.JPY","IE00B19Z3581.USD","LU1989764748.USD","FDTX","LU1868836914.USD","LU1868836757.USD","BK4141","GB00BDT5M118.USD","LU2286300806.USD","CHPS","MULL","USXF","LU0417517546.SGD","BK4543","EMSF","EFIV","LU0210536198.USD","LU1145028129.USD","LU0061475181.USD","LU0889565833.HKD","CGGO","PTF","LU0787776722.HKD","BK4579","LU2458330169.SGD","MU","LU0820561909.HKD","FTXL","IE0034235303.USD","LU2054465674.USD","LU2168564149.EUR","IE0002270589.USD","CHPX","SMH","XNTK","LU0689472784.USD","LU2458330243.SGD","BAI","LU0640476718.USD","WUGI","LU2290526834.HKD","LU1720051108.HKD","MIC","LU2023250330.USD","IE000M9KFDE8.USD","SHOC","ARTY","LU1868836591.USD","WLDR","LU2896262040.SGD","LU0154236417.USD","LU1548497426.USD","LU2048586759.USD","LU0256863811.USD","CHAT","RULE","LU0096364046.USD","JGRO","LU2250418816.HKD","MUZ","BK4532","FTEC","LU1267930813.SGD","LU2756315664.SGD","LU1674673428.USD","LU1989764664.SGD","BK4566","XLK","IE00B1XK9C88.USD","IE00B19Z3B42.SGD","LU1868837300.USD","LU0203345920.USD","LU2543165471.USD","IE00BSNM7G36.USD","LU0719512351.SGD","LU0133085943.USD","LU1720051017.SGD","LU2403377893.USD","LU1316542783.SGD","MUYY","LU0082616367.USD","SGXZ81514606.USD","BK4585","LU1551013342.USD","LU2357305700.SGD","LU1861215975.USD","LU0256863902.USD","MUD","LU0859254822.USD","LU0109391861.USD","LU0109392836.USD","LU1323610961.USD","BK4527","LU2102340556.USD","AIFD","BOBP","MUU","SGXZ51526630.SGD","LU1914381329.SGD","AIQ","BK4554","SMU00main","LU0792757196.USD","LU1674673691.USD","FAI","LU1852331112.SGD","LU2211815571.USD","IE00B5949003.HKD","PSI","LU2471134523.USD","LU0203347892.USD","LU1366333091.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664869458","title":"US Stocks Fall, Dow Drops Over 400 Points as US Launches New Round of Strikes Against Iran; Tech Stocks Lead Losses, Micron Falls 2.6%","url":"https://stock-news.laohu8.com/highlight/detail?id=2664869458","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664869458?lang=en_us&edition=fundamental","pubTime":"2026-09-02 04:14","pubTimestamp":1788293668,"startTime":"0","endTime":"0","summary":"Following a new round of U.S. strikes on Iranian targets, Brent crude broke above $95, while the 10-year U.S. Treasury yield reached a new recent high, both weighing on market trading sentiment. Major U.S. stock indices fell, led by tech shares, while consumer and pharmaceutical stocks bucked the trend to post gains. At the close, the Dow Jones Industrial Average fell 0.79% to 52,766.88; the Nasdaq Composite Index dropped 1.03% to 26,099.77; and the S&P 500 Index lost 0.71% to 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Largest Companies by Market Cap (August 2026): Nvidia Retains Top Spot, SpaceX Rebounds 32%, Semiconductor Sector Diverges","url":"https://stock-news.laohu8.com/highlight/detail?id=2664866364","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664866364?lang=en_us&edition=fundamental","pubTime":"2026-09-02 03:09","pubTimestamp":1788289773,"startTime":"0","endTime":"0","summary":"As of August 2026, Nvidia retained its top spot globally with a market capitalization of $5.32 trillion, closely followed by Apple, Microsoft, and Alphabet. The biggest change in the global market cap rankings in August was SpaceX, whose market cap rose to $1.89 trillion with a monthly gain of 32.59%, while Tesla, SK Hynix, and Micron Technology also recorded sizable gains. The Philadelphia Semiconductor Index rose 1.98% in August, staging a modest recovery from a sharp 20.61% correction in 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