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or Nvidia: One AI Stock Is Poised to Outperform, the Other Is Harder to Call, Says Goldman Sachs","url":"https://stock-news.laohu8.com/highlight/detail?id=2671266612","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671266612?lang=en_us&edition=fundamental","pubTime":"2026-09-29 08:13","pubTimestamp":1790640791,"startTime":"0","endTime":"0","summary":"The AI boom has treated Micron (NASDAQ:MU) and Nvidia (NASDAQ:NVDA) quite well, although their gains this year have been anything but comparable. 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Sees AI Bubble Bursting Sooner, Shifts to Put Options","url":"https://stock-news.laohu8.com/highlight/detail?id=2671265802","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671265802?lang=en_us&edition=fundamental","pubTime":"2026-09-29 07:18","pubTimestamp":1790637523,"startTime":"0","endTime":"0","summary":"Michael Burry is moving up the timeline for his bearish thesis on the AI boom, switching from short positions to put options on key AI-related stocks, multiple outlets reported Monday, citing Burry's Monday investment newsletter.Burry said he wants more leverage given cheap options tied to low volatility measures like the VIX, adding that \"the bubble in AI may burst sooner than later,\" according to the reports.He swapped his Micron  short for June puts at a $500 strike price range, replaced his Nebius  short with June puts in the \"double digit strike price\" range, and shifted his SOXX ETF short to September 2027 puts in 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MongoDB stock slumped 18%.Intel , Micron Technology : Chip stocks mostly fell and were some of the most actively traded shares, with Intel in the top five.Nvidia : The chip company bucked the trend among tech shares, rising 1.7% after its board authorized a $150 billion increase to its share repurchase program.Meta Platforms : The Facebook owner slipped 4.8%, after recent gains fueled by the popularity of its Muse AI agent.Oracle : Shares fell 3.3%, extending losses from last week, when cracks emerged in a huge, debt-fueled data-center project in New Mexico.Persimmon , Taylor Wimpey : In Europe, 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Meta, Intel, and Bloom Energy Stocks Are Down Today — and What Analysts See Next (Sep. 28)","url":"https://stock-news.laohu8.com/highlight/detail?id=2671252818","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671252818?lang=en_us&edition=fundamental","pubTime":"2026-09-29 01:54","pubTimestamp":1790618062,"startTime":"0","endTime":"0","summary":"U.S. stocks are moving lower Monday, with tech and AI-related names seeing some of the greater weakness. 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'Conditions' Likely Remain Strong, Morgan Stanley Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2671510792","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671510792?lang=en_us&edition=fundamental","pubTime":"2026-09-29 01:22","pubTimestamp":1790616142,"startTime":"0","endTime":"0","summary":"Micron Technology  is likely to see a smaller magnitude of upward revisions than in prior quarters when it reports its Q4 results Sept. 30, Morgan Stanley said in a note Monday.The report said near-term conditions are still \"very\" good, with strong demand and rising pricing in evidence.The note also pointed to the debate shifting from \"how good can it get\" to \"how long can it stay good\" which can take longer to play out.\"We expect conditions to remain strong, and do see upward revisions on the print, but think the magnitude is lower than prior quarters,\" the report said.The report said tight supply-demand conditions are likely to persist for multiple years, adding that the cycle is likely to end if AI spending slows rather than from incremental memory supply.Morgan Stanley maintained its overweight rating and a $1,200 price target.Price: 1055.60, Change: -26.68, Percent Change: 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Holdings Inc Stock (LITE) Moved Down by 5.26% on Sep 28: Key Drivers Unveiled","url":"https://stock-news.laohu8.com/highlight/detail?id=2671545842","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671545842?lang=en_us&edition=fundamental","pubTime":"2026-09-29 01:15","pubTimestamp":1790615724,"startTime":"0","endTime":"0","summary":"• Lumentum experienced heightened volatility and profit-taking after an exceptional multi-month rally.\n• Insider share sales and portfolio rebalancing generated short-term supply in the market.\n• The MACD value of -5.189 indicates a neutral signal for the stock.","market":"hk","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg"],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/news/market-movers/262190263-market-movers-lite-20260928","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":["LU0240878834.USD","LITC","LUMA","BK4585","LU0205194284.USD","LU2543165471.USD","LU2294711713.HKD","LU0823414551.USD","LU1861220033.SGD","BK4020","LU0106261612.USD","LU2357125470.USD","LU0348723411.USD","LITX","BK4588","EGGY","LU0240877869.USD","LITG","LU0205193047.USD","LU0289961442.SGD","LU2290526834.HKD","LU1861215975.USD","LITZ","LU0511384066.AUD","LU2360107168.USD","LU0012050646.USD","LAZR","LITU","LU0289739343.SGD","LU0823414478.USD","LU2506951792.HKD","LITE","LU2249611893.SGD","FOTO"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2671587254","title":"Bloom Energy Corp Stock (BE) Moved Down by 8.11% on Sep 28: Drivers Behind the Movement","url":"https://stock-news.laohu8.com/highlight/detail?id=2671587254","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671587254?lang=en_us&edition=fundamental","pubTime":"2026-09-29 01:15","pubTimestamp":1790615722,"startTime":"0","endTime":"0","summary":"• Bloom Energy fell as investors locked in gains following recent index inclusions.\n• Oracle invoked force majeure on Project Jupiter, raising concerns over delivery timelines.\n• Shareholders faced a deadline to seek lead plaintiff status in securities litigation.","market":"fut","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg"],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/news/market-movers/262190261-market-movers-be-20260928","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":["SMOG","LU1988902786.USD","LU0823414478.USD","LU2249611893.SGD","ICLN","LU2264538146.SGD","VTWG","BK4541","CNRG","FRNW","LU0476273544.USD","EGGY","LU1642822529.SGD","UPGR","BK4588","LU2294711713.HKD","BEZ","BEC","BEG","BK4585","LU2506951792.HKD","VCLN","BEX","LU0957808578.USD","LU1815336760.USD","IBAT","LU0444971666.USD","LU0444973449.USD","LU1064131342.USD","SIMS","LU2543165471.USD","CTEC","IE0009354923.USD","LU0823414551.USD","WATS","BK4182","BE","LU2357125470.USD","ZAP"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2671131251","title":"‘The 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That is when Micron (NASDAQ:MU) is scheduled 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