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Frontier AI company Anthropic signed a computing deal worth at least $11.6 billion, offering a fresh tailwind for AI-linked companies as the buildout in infrastructure linked to the technology continues apace. ASML shares rise 2.3%, while Dutch peers BE Semiconductor and ASM International rise 1.6% and 1.4%, respectively. Chip makers Infineon and STMicroelectronics rise 1.7% and 2.4%, respectively. The upturn includes companies linked to the buildout in data centers, with Siemens Energy and electrification group Prysmian both up around 3%. 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Things Micron Investors Need to Watch as the Stakes Get Higher","url":"https://stock-news.laohu8.com/highlight/detail?id=2669918234","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2669918234?lang=en_us&edition=fundamental","pubTime":"2026-09-25 10:53","pubTimestamp":1790304811,"startTime":"0","endTime":"0","summary":"When Micron reports earnings next week, a Rosenblatt analyst expects to hear about additional customer agreements, rising prices and stock buybacksMicron is expected to report quarterly earnings on Se","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":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"3 Things Micron Investors Need to Watch as the Stakes Get Higher","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AIFD","BK4141","BK4512","BAI","EFIV","BK4566","FXL","BK4553","EMSF","VGT","MIC","MUZ","MUG","FAI","AIS","CGGO","USXF","BK4605","FDTX","BK4527","CHAT","BK4532","MU","BK4543","JGRO","MUU","WUGI","CHPX","SHOC","BK4533","LEGR","WLDR","EGGY","BOBP","FTEC","RULE","BK4575","BK4585","XLK","ARTY","MUYY","IXN","BK4588","TTXU","BK4554","IETC","XNTK","AIQ","HBMX","PTF","TRFK","BK4579"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2670419891","title":"Broadcom Stock Forecast: Down Over 30% Since June, Can the Stock Rebound From Here?","url":"https://stock-news.laohu8.com/highlight/detail?id=2670419891","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670419891?lang=en_us&edition=fundamental","pubTime":"2026-09-25 08:00","pubTimestamp":1790294400,"startTime":"0","endTime":"0","summary":"On September 16, Broadcom (AVGO) hit a recent intraday low of $335.80, pulling back 32% from its all-time high of $494.20 and almost entirely erasing its year-to-date gains. Yet just a few months ago, Broadcom was hailed by the market as the most certain winner in AI computing power; now, it has become a poster child for unfulfilled expectations. The root of this shift traces back to its Q2 FY2026 financial report released on June 3. While AI semiconductor revenue reached $10.8 billion—up 143% year-over-year—and Q3 guidance projected over 200% year-over-year growth, management merely reiterated its target of \"exceeding $100 billion in AI chip revenue by FY2027\" as unchanged, declining to raise it. Market expectations, already priced at a P/E ratio of around 90x, lost the fuel to expand further, sending the stock price into a continuous decline. As the share price dropped, its valuation also underwent a reset. Could this now mark a turning point for the 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Stock (MU) Is Volatile Ahead of Q4 Earnings on Sept. 30. Here’s Why","url":"https://stock-news.laohu8.com/highlight/detail?id=2670152914","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670152914?lang=en_us&edition=fundamental","pubTime":"2026-09-25 06:25","pubTimestamp":1790288745,"startTime":"0","endTime":"0","summary":"Micron Technology ($MU) stock fell about 0.30% in Thursday’s after-hours trading after rising 0.81% in regular trading. MU stock rose 2.8% and 5% 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Inc. Stock Underperforms Thursday When Compared to Competitors","url":"https://stock-news.laohu8.com/highlight/detail?id=2670418170","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670418170?lang=en_us&edition=fundamental","pubTime":"2026-09-25 04:31","pubTimestamp":1790281860,"startTime":"0","endTime":"0","summary":"DJ Broadcom Inc. Stock Underperforms Thursday When Compared To CompetitorsThis article was automatically generated by MarketWatch using technology from Automated Insights.Shares of Broadcom Inc.  slid 1.30% to $350.36 Thursday, on what proved to be an all-around grim trading session for the stock market, with the S&P 500 Index  falling 0.02% to 7,704.13 and Dow Jones Industrial Average  falling 0.31% to 51,349.98.This was the stock's second consecutive day of losses.Broadcom Inc. closed 29.22% below its 52-week high of $495.00, which the company reached on June 3rd.The stock demonstrated a mixed performance when compared to some of its competitors Thursday, as NVIDIA Corp.  fell 0.41% to $224.58, Qualcomm Inc.  fell 1.51% to $194.26, and Intel Corp.  rose 3.91% to $127.39.Trading volume  remained 1.8 million below its 50-day average volume of 22.6 M.Data source: Dow Jones Market Data, FactSet. Data compiled September 24, 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data shows mixed options sentiment in Broadcom with shares down 1.26%","url":"https://stock-news.laohu8.com/highlight/detail?id=2670418647","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670418647?lang=en_us&edition=fundamental","pubTime":"2026-09-25 04:15","pubTimestamp":1790280950,"startTime":"0","endTime":"0","summary":"Cboe data shows mixed options sentiment in Broadcom (AVGO), with shares down $4.46 near $350.53. 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