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Markets-Stocks Fall, Squeezed by Rising Oil Prices and Treasury Yields","url":"https://stock-news.laohu8.com/highlight/detail?id=2671125182","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671125182?lang=en_us&edition=fundamental","pubTime":"2026-09-29 00:31","pubTimestamp":1790613068,"startTime":"0","endTime":"0","summary":"GLOBAL MARKETS-Stocks fall, squeezed by risingoil prices and Treasury yieldsNEW YORK/LONDON, Sept 28 (Reuters)-Major stock indexes fell on Monday, as oil resumed its rise afterUS-Iranian talksreached 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is Right: Its Stock is a Bargain","url":"https://stock-news.laohu8.com/highlight/detail?id=2671251836","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671251836?lang=en_us&edition=fundamental","pubTime":"2026-09-29 00:29","pubTimestamp":1790612940,"startTime":"0","endTime":"0","summary":"S&P 500 Information Technology Sector           21.7                          28.7%                      59.1%                                       24.0%                                     26.4%. Source: FactSetThere are many attractive numbers here, including solid growth projections across the board.Nvidia really stands out with sales and EPS expected to increase at annualized paces above 50% through 2028. And for both 2026 and across the two-year period, EPS is expected to increase more quickly than sales.Brandon Nelson, the manager of the Calamos Timpani Small Cap Growth Fund CTSIX, doesn't hold shares of Nvidia because he is focused on small companies. 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AI Safety Software is Open Source to Catch Vulnerabilities","url":"https://stock-news.laohu8.com/highlight/detail?id=2671259130","media":"Dow Jones","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671259130?lang=en_us&edition=fundamental","pubTime":"2026-09-29 00:07","pubTimestamp":1790611620,"startTime":"0","endTime":"0","summary":"1207 ET - Nvidia's new Open Agent Safety Platform is open source by design to allow outsiders to catch any mistakes, CEO Jensen Huang says. \"We want this sandbox to be visible to the whole world so that if there are any vulnerabilities, somebody will find it,\" Huang says during an appearance on CNBC. \"The industry will all be jumping in, looking at any possible vulnerabilities and patch it 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500 Top and Bottom Performing Stocks at About 12:00 P.m. 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Huang Says AI Agents Need Guardrails, Much Like Humans","url":"https://stock-news.laohu8.com/highlight/detail?id=2671259605","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671259605?lang=en_us&edition=fundamental","pubTime":"2026-09-28 23:59","pubTimestamp":1790611140,"startTime":"0","endTime":"0","summary":"1158 ET - Nvidia's CEO Jensen Huang says AI agents need more safeguards in place to prevent security threats. Huang draws parallels to the way that companies treat security when it comes to their human workers, allowing them access to only the files and tools they need to do their jobs and often requiring security badges. \"You don't put an agent into an environment, into your company, and give it access to everything. We don't give that to people. We don't give that to any level of executive, in fact.\" he says during an appearance on CNBC. \"We have to apply the same 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Technology Growth Supported by Strong Demand, Rising Memory Prices, Wedbush Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2670925980","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670925980?lang=en_us&edition=fundamental","pubTime":"2026-09-28 23:46","pubTimestamp":1790610384,"startTime":"0","endTime":"0","summary":"Micron Technology  is benefiting from strong compute and accelerator demand as well as rising memory prices despite longer-term supply risks, Wedbush Securities said in a note Monday.The investment firm said demand for compute and accelerators is set to grow at a mid- to high-double-digit rate through 2027, which should drive memory and storage demand above what industry supply growth can support.Demand from large hyperscale customers is also expected to increase, particularly for NAND, the firm said.Looking further ahead, supply-demand conditions in 2028 to 2029 are less certain as new fabs come online, Wedbush said, adding that memory prices are expected to continue rising in 2027, while memory companies such as Micron Technology are likely to return significant cash to shareholders.\"While we remain bullish on the memory sector given the above, we would note that we believe Micron's fiscal Q4 pricing trends will be in excess of peers' calendar Q3 reports given the inclusion of the 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They believe that the company is currently shipping custom CXL silicon to Google, with projected revenue of $1 billion for 2028.\"We expect initial revenue ramps starting in late CY27 and expect management to raise its CY28  AI revenue forecast by at least $2B from the prior $10B+,\" the analysts said.They also expect Marvell to slightly increase revenue contribution from Microsoft  XPU programs in fiscal 2028.Further, Marvell could present 2030 targets for data center total addressable market and market share targets, the note said.\"We are leaving our estimates unchanged but continue to like the story given >50% revenue growth potential for the next 2-3 years,\" the note","market":"hk","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":["LU1548497426.USD","LU1046421795.USD","LU0823421416.USD","WUGI","MRVX","LU2543165471.USD","LU2322448957.HKD","BK4515","LU1815336760.USD","LU1989764748.USD","LU2322448791.USD","IE00B1BXHZ80.USD","IE00BLSP4452.SGD","IE0004086264.USD","BK4588","QQQA","LU2357305700.SGD","LU2272731782.SGD","LU0127658192.USD","LU1992135472.HKD","LU2473716301.USD","BK4585","LU0823421333.USD","LU1992135399.USD","LU1861220033.SGD","LU0274383776.USD","BK4604","LU1119994496.HKD","LU1303367103.USD","FXL","LU0056508442.USD","LU1169589451.USD","LU1261432733.SGD","LU2272731600.USD","FTXL","LU0823434583.USD","IE00BBT3K403.USD","LU2360107168.USD","MVLL","LU1720051017.SGD","LU2458330243.SGD","FDTX","IE00BN8TJ469.HKD","LU2098885051.SGD","LU0444971666.USD","FAI","ARTY","AIS","IE0004091025.USD","LU0642271901.SGD","LU1642822529.SGD","LU2089985449.USD","LU2272731865.HKD","BK4605","LU1235294995.USD","LU0187121727.USD","MRVU","SOXY","LU2290526834.HKD","LU0061475181.USD","LU1852331112.SGD","AIFD","LU1861215975.USD","SG9999000418.SGD","IE00BMPRXN33.USD","IE00BMPRXR70.SGD","LU0081259029.USD","LU0154236417.USD","MRVL","LU2244417387.USD","LU0823434740.USD","DTCR","LU0444973449.USD","LU1169590202.USD","BK4543","LU2931357623.SGD","BK4581","LU0476273544.USD","GTEK","LU0786609619.USD","LU1084165304.USD","IE00BMPRXQ63.HKD","LU1316542783.SGD","LU2458330169.SGD","SMHX","LU1720051108.HKD","BK4141","IE00BLSP4239.USD","XNTK","LU0957808578.USD","LU1823568750.SGD","LU1989764664.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2670256985","title":"Philadelphia Semiconductor Index Drops Over 3% and Micron Falls Over 4% as OpenAI Model Training Pause Sparks AI Hardware Sell-Off","url":"https://stock-news.laohu8.com/highlight/detail?id=2670256985","media":"TradingKey","labels":["economic"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670256985?lang=en_us&edition=fundamental","pubTime":"2026-09-28 23:08","pubTimestamp":1790608104,"startTime":"0","endTime":"0","summary":"On September 28 Eastern Time, the three major US stock indexes fell across the board, with the Nasdaq Composite Index dropping over 1% and the Philadelphia Semiconductor Index falling more than 3%. At the sector level, AI hardware stocks plummeted, with chip, memory, and optical communications stocks all suffering sell-offs. Among them, SK Hynix (SKHY) fell 6.20%, SanDisk (SNDK) dropped 6.05%, and Micron Technology (MU) slid 4.22%. Qualcomm (QCOM) fell 6.71%, Intel (INTC) dropped 6.18%, AMD (AMD) slid 5.37%, Marvell Technology (MRVL) declined 4.81%, and Corning (GLW) fell 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Reiterates Buy on Nvidia as Open Agent Safety Platform and BlueField 4 DPUs Poised to Anchor AI Data Center Security Growth","url":"https://stock-news.laohu8.com/highlight/detail?id=2670625656","media":"TIPRANKS","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670625656?lang=en_us&edition=fundamental","pubTime":"2026-09-28 22:55","pubTimestamp":1790607325,"startTime":"0","endTime":"0","summary":"William Blair analyst Sebastien Naji has maintained their bullish stance on NVDA stock, giving a Buy rating on September 22. 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Technology Inc Stock (MU) Moved Down by 3.31% on Sep 28: Facts Behind the Movement","url":"https://stock-news.laohu8.com/highlight/detail?id=2670532122","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670532122?lang=en_us&edition=fundamental","pubTime":"2026-09-28 22:15","pubTimestamp":1790604922,"startTime":"0","endTime":"0","summary":"• Micron traded lower due to macroeconomic headwinds and rising U.S. yields.\n• Institutional pre-earnings de-risking drove downward pressure despite strong semiconductor fundamentals.\n• Technical indicators show a MACD buy signal and neutral 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on Pace for Highest Close Since May 2026","url":"https://stock-news.laohu8.com/highlight/detail?id=2670528253","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670528253?lang=en_us&edition=fundamental","pubTime":"2026-09-28 22:04","pubTimestamp":1790604240,"startTime":"0","endTime":"0","summary":"NVIDIA Corporation  is currently at $232.28, up $7.22 or 3.21%--Would be highest close since May 14, 2026, when it closed at $235.74--On pace for largest percent increase since Aug. 27, 2026, when it rose 8.74%--Currently up two consecutive days; up 3.43% over this period--Up 5.21% month-to-date--Up 24.55% year-to-date--Down 1.47% from its all-time closing high of $235.74 on May 14, 2026--Up 27.73% from 52 weeks ago , when it closed at $181.85--Down 1.47% from its 52-week closing high of $235.74 on May 14, 2026--Up 40.63% from its 52-week closing low of $165.17 on March 30, 2026--Traded as high as $233.21; highest intraday level since Sept. 8, 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