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or Oracle: One AI Stock Is a Winner, the Other a Mistake, Says Top Investor","url":"https://stock-news.laohu8.com/highlight/detail?id=2672798111","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672798111?lang=en_us&edition=fundamental","pubTime":"2026-10-02 07:42","pubTimestamp":1790898154,"startTime":"0","endTime":"0","summary":"Micron (NASDAQ:MU) and Oracle (NYSE:ORCL) offer investors two very different routes into AI. 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Traders chased the move. Long term holders are staring at a very different picture.\nQuarterly revenue reached US$54.2b and basic earnings per share hit US$33.36, both far above where Micron sat just a few quarters ago. The emotional pull is the sharp move in a high profile semiconductor stock. The fundamental anchor is a memory maker that just...","market":"hk","thumbnail":"https://simplywall.st/cdn-cgi/image/fit=cover,format=auto,width=320,height=180/https://images.simplywall.st/asset/company-cover/289030-card/1788937609501","type":0,"news_type":0,"thumbnails":["https://simplywall.st/cdn-cgi/image/fit=cover,format=auto,width=320,height=180/https://images.simplywall.st/asset/company-cover/289030-card/1788937609501"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/semiconductors/nasdaq-mu/micron-technology/news/micron-mu-stock-jumps-as-record-ai-memory-profits-reset-expe","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://simplywall.st/stocks/us/semiconductors/nasdaq-mu/micron-technology/news/micron-mu-stock-jumps-as-record-ai-memory-profits-reset-expe","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":"simplywall_highlight","symbols":["TTXU","LU1674673691.USD","RULE","LU2750360641.GBP","IE000M9KFDE8.USD","BAI","LU0109392836.USD","LU2023250330.USD","LU0820561909.HKD","LU2931357623.SGD","XLK","IE00BSNM7G36.USD","SG9999015952.SGD","LU2168564222.USD","LU0157215616.USD","LU0127658192.USD","LU0708995401.HKD","VGT","LU0203345920.USD","LU0943347566.SGD","SG9999015978.USD","SG9999001424.SGD","LU0256863902.USD","LU2471134523.USD","LU1868836591.USD","LU2290526834.HKD","LU0081259029.USD","LU2286300806.USD","IE00BK4W5M84.HKD","IE00BKDWB100.SGD","FAI","SGXZ51526630.SGD","LU0061475181.USD","SOXX","AIS","LU2048586759.USD","EMSF","LU1868837136.USD","LU2471134952.CNY","LU2750360997.AUD","LU0097036916.USD","BK4533","IXN","LU1861220033.SGD","SHOC","LU2360107168.USD","LU0889566641.SGD","LU2543165471.USD","LU0353189680.USD","MULL","SMU00main","LU0238689110.USD","LU1914381329.SGD","LU2471134879.HKD","MIC","IE00B7SZLL34.SGD","IE0009356076.USD","AIFD","LU1861215975.USD","LU0964807845.USD","LU0082616367.USD","LU0683600562.USD","IE00BWXC8680.SGD","LU1720051017.SGD","LU0820562030.AUD","BK4527","LU1868837300.USD","LU2860962120.EUR","CGGO","IE00B19Z3B42.SGD","EGGY","LU2471134796.USD","LU1551013425.SGD","LU2357305700.SGD","LU1868836757.USD","LU2087625088.SGD","LU2168564495.EUR","LU0640476718.USD","LEGR","USXF","LU0154236417.USD","LU2896262040.SGD","BK4575","LU2756315664.SGD","MUYY","LU0323591593.USD","LU1280957306.USD","BK4553","LU2102340556.USD","LU2168564149.EUR","LU2089985449.USD","TRFK","LU0689472784.USD","WLDR","BK4579","LU2756315318.SGD","LU1267930813.SGD","MU","LU0056508442.USD","LU0096364046.USD","EFIV","LU0792757196.USD","LU2360106780.USD","MUU","PTF","LU0274383776.USD","LU1868836914.USD","SMH","BK4554","AIQ","WUGI","CHPX","FDTX","LU0256863811.USD","LU2213496289.HKD","LU1629891620.HKD","LU1551013342.USD","LU1989764748.USD","MUG","LU0109391861.USD","LU0642271901.SGD","LU0820561818.USD","LU0353189763.USD","XNTK","LU0889565833.HKD","SOXQ","LU1852331112.SGD","JGRO","MUZ","LU0133085943.USD","LU2458330169.SGD","FTXL","LU0234570918.USD","LU2168563687.JPY","LU0719512351.SGD","LU1323610961.USD","GB00BDT5M118.USD","LU1674673428.USD","BK4585","LU1989764664.SGD","CHPS","SG9999015986.USD","FTEC","IE00BK4W5L77.USD","LU1267930730.SGD","PSI","IE00B5949003.HKD","BK4512","IE00B1XK9C88.USD","BK4141","LU0787776722.HKD","LU0859254822.USD","LU1548497426.USD","LU2458330243.SGD","IE0034235303.USD","LU0203347892.USD","BK4543","LU0672654240.SGD","LU1316542783.SGD","IE00BJLML261.HKD","IE0002270589.USD","LU2211815571.USD","LU1720051108.HKD","LU1778281490.HKD","BK4588","LU0210536198.USD","LU2250418816.HKD","FXL","LU1366333091.USD","LU0417517546.SGD","IETC","SGXZ99366536.SGD","SG9999015945.SGD","IE00B19Z3581.USD","BK4605","BOBP","BK4532","LU2357627491.SGD","LU1145028129.USD","LU2054465674.USD","SGXZ81514606.USD","LU0320765059.SGD","BK4566","LU2403377893.USD","LU2168564065.EUR","LU1803068979.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2672454097","title":"Chinese state-backed firm discloses deal for Nvidia Blackwell chips","url":"https://stock-news.laohu8.com/highlight/detail?id=2672454097","media":"Andy Lin / Bloomberg","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672454097?lang=en_us&edition=fundamental","pubTime":"2026-10-02 06:18","pubTimestamp":1790893099,"startTime":"0","endTime":"0","summary":"The B300 is part of Nvidia's powerful Blackwell family of products, and US regulations forbid their sale to China absent an explicit licence. 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Stock Underperforms Thursday When Compared To Competitors Despite Daily GainsThis article was automatically generated by MarketWatch using technology from Automated Insights.Shares of Western Digital Corp.  rallied 1.78% to $462.56 Thursday, on what proved to be an all-around positive trading session for the stock market, with the S&P 500 Index  rising 0.19% to 7,666.45 and the Dow Jones Industrial Average  rising 0.04% to 50,926.56.This was the stock's third consecutive day of gains.Western Digital Corp. closed 42.17% short of its 52-week high of $799.87, which the company reached on June 18th.The stock underperformed when compared to some of its competitors Thursday, as Seagate Technology Holdings PLC  rose 2.52% to $945.57 and NetApp Inc.  rose 2.37% to $215.05.Trading volume  remained 1.1 million below its 50-day average volume of 7.2 M.Data source: Dow Jones Market Data, FactSet. 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Update: Tech Stocks Gain Thursday Afternoon","url":"https://stock-news.laohu8.com/highlight/detail?id=2672769604","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672769604?lang=en_us&edition=fundamental","pubTime":"2026-10-02 01:42","pubTimestamp":1790876552,"startTime":"0","endTime":"0","summary":"Tech stocks were higher Thursday afternoon, with the State Street Technology Select Sector SPDR ETF  rising 1.2% and the State Street SPDR S&P Semiconductor ETF  up 1.8%.The Philadelphia Semiconductor index added 2%.In corporate news, Accenture  reported stronger-than-expected fiscal Q4 results on Thursday, and it forecast earnings and revenue in the ongoing fiscal year to rise annually. Its shares jumped 18%.Micron Technology  late Wednesday provided a fiscal Q1 outlook above Wall Street's estimates and reported stronger-than-expected Q4 results amid rising memory prices. Micron shares rose 1.4%.Broadcom  has agreed to lend Amazon-backed  Anthropic up to $42 billion to finance infrastructure spending under a partnership covering chip supply, equipment leasing and financing, Reuters reported, citing Anthropic's IPO prospectus documents. 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