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Stocks Mixed, SOX Rises 2.8%; AI Hardware Stocks Surge Late as Memory Stocks Lead Gains, Micron Up Nearly 4%","url":"https://stock-news.laohu8.com/highlight/detail?id=2668370973","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2668370973?lang=en_us&edition=fundamental","pubTime":"2026-09-19 04:13","pubTimestamp":1789762410,"startTime":"0","endTime":"0","summary":"U.S. Treasury yields rose again, weighing on equities and leaving U.S. stocks mixed. AI hardware stocks surged late in the session, with memory and cryptocurrency stocks leading the gains. 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The Dow Jones Industrial Average slipped 0.19%, the S&P 500 added 0.16%, and 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Nscale Files for IPO","url":"https://stock-news.laohu8.com/highlight/detail?id=2668978762","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2668978762?lang=en_us&edition=fundamental","pubTime":"2026-09-19 04:00","pubTimestamp":1789761600,"startTime":"0","endTime":"0","summary":"Nvidia-backed cloud computing company Nscale filed for an initial public offering.The company, which operates a series of data centers in the U.S. and Europe, is backed by Nvidia, Dell Technologies, and Nokia and raised $2 billion at a $14.6 billion valuation earlier this year.The company didn't say how many shares it would offer, or at what price, according to a Friday filing with the Securities and Exchange Commission.It intends to apply to list shares on the New York Stock Exchange under the symbol 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RBC Capital noted that Micron's current valuation barely reflects its exposure to the wave of AI-driven memory demand, leaving \"significant\" room for valuation multiple 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Technology Sees Extended DRAM Upcycle on AI Demand, RBC Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2668924649","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2668924649?lang=en_us&edition=fundamental","pubTime":"2026-09-18 23:03","pubTimestamp":1789743794,"startTime":"0","endTime":"0","summary":"Micron Technology's  AI-driven memory demand continues to outpace supply, supporting a potentially extended DRAM upcycle, RBC Capital Markets said.The analysts said in a note Thursday that strong AI demand, especially the growing use of memory-intensive Agentic AI, is outpacing supply. Factors including strong demand for high-bandwidth memory, limited clean-room capacity, and tight Extreme Ultraviolet, or EUV, availability keep supply constrained.The analysts added that they attribute recent concerns about customers reducing specifications mainly to tight supply rather than higher bill-of-materials costs.The analysts said they expect revenue and non-GAAP earnings per share of $50 billion and $31.09. DRAM contract prices are on track to rise more than 20% quarter-over-quarter in calendar Q3, above their about 10% forecast.For fiscal Q1, the analysts expect management's guidance to be 3% to 5% above consensus estimates of $56 billion and $34.85. Blended DRAM prices are expected to 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bullish activity in Micron with shares up 1.78%","url":"https://stock-news.laohu8.com/highlight/detail?id=2668650924","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2668650924?lang=en_us&edition=fundamental","pubTime":"2026-09-18 22:50","pubTimestamp":1789743052,"startTime":"0","endTime":"0","summary":"Moderately bullish activity in Micron (MU), with shares up $17.36, or 1.78%, near $994.86. 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