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Stock Forecast: BofA Says AI May Have Broken Memory Cycle, Stock Could Rise to $1,144","url":"https://stock-news.laohu8.com/highlight/detail?id=2661423502","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2661423502?lang=en_us&edition=fundamental","pubTime":"2026-08-20 23:30","pubTimestamp":1787239809,"startTime":"0","endTime":"0","summary":"Micron (MU) shares pulled back slightly after breaking above $1,000 and are currently hovering around $950. Bank of America believes artificial intelligence may have broken the memory boom-and-bust cycle, projecting long-term and massive earnings growth for Micron Technology. According to BofA's scenario model, Micron's revenue could reach $377.3 billion in fiscal year 2030, far exceeding the market consensus of $280.5 billion. On the profitability front, BofA expects its EPS to reach $236.16, representing a compound annual growth rate (CAGR) of up to 34.1%. The market's current valuation of Micron remains relatively conservative, standing at only about 6 times projected FY2027 earnings.","market":"other","thumbnail":"https://resource.tradingkey.com/uploads/20260608/Micron-98572b9fe3894abab71913abd5864c14.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/uploads/20260608/Micron-98572b9fe3894abab71913abd5864c14.jpg"],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/analysis/stocks/us-stocks/262121630-micron-mu-ai-memory-cycle-interest-dram-hbm-shortage-1000-price-1144-tradingkey","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":["BK4543","LU0082616367.USD","LU0820562030.AUD","BK4575","LU2357305700.SGD","BK4533","LU1145028129.USD","LU1861220033.SGD","SMU00main","IE0009356076.USD","IE00B1XK9C88.USD","LU1316542783.SGD","LU1803068979.SGD","EMSF","LU0127658192.USD","LU2168564149.EUR","LU1720051108.HKD","LU1674673428.USD","LU0672654240.SGD","IE00BK4W5L77.USD","SGXZ81514606.USD","LU1868837136.USD","LU0203347892.USD","AIQ","LU0792757196.USD","LU1551013342.USD","LU0157215616.USD","LU2213496289.HKD","LU0274383776.USD","SG9999001424.SGD","BOBP","LU2471134952.CNY","LU0859254822.USD","IE00B7SZLL34.SGD","IETC","LU0203345920.USD","XLK","LU0256863811.USD","LU2048586759.USD","XNTK","SGXZ51526630.SGD","PTF","LU1914381329.SGD","BK4512","LU2756315664.SGD","IE00BKDWB100.SGD","IE00BK4W5M84.HKD","LEGR","LU0096364046.USD","LU1548497426.USD","VGT","IE00BSNM7G36.USD","LU2896262040.SGD","LU2168564222.USD","LU1366333091.USD","LU0061475181.USD","BK4579","LU2102340556.USD","LU0154236417.USD","TTXU","BK4585","LU0081259029.USD","IXN","LU1778281490.HKD","SOXQ","AIS","MUYY","FXL","LU0683600562.USD","CHPS","LU2089985449.USD","LU2471134796.USD","EGGY","LU2458330169.SGD","LU0889566641.SGD","AIFD","LU0320765059.SGD","IE0002270589.USD","BK4527","LU2290526834.HKD","SGXZ99366536.SGD","MUZ","LU2458330243.SGD","IE000M9KFDE8.USD","MIC","BAI","LU0133085943.USD","IE00B19Z3B42.SGD","LU0210536198.USD","LU0256863902.USD","LU1280957306.USD","LU1852331112.SGD","LU0689472784.USD","LU1720051017.SGD","LU0238689110.USD","FTEC","USXF","LU2357627491.SGD","LU2250418816.HKD","LU0708995401.HKD","LU0943347566.SGD","BK4141","FTXL","HBMX","EFIV","LU2054465674.USD","LU1868836757.USD","LU2360107168.USD","LU0109392836.USD","LU2543165471.USD","LU1267930730.SGD","LU0642271901.SGD","WUGI","CHPX","IE00B5949003.HKD","SMH","TRFK","CGGO","LU2750360997.AUD","LU0889565833.HKD","LU2403377893.USD","LU2023250330.USD","LU0820561909.HKD","LU2168563687.JPY","LU2471134879.HKD","LU2756315318.SGD","FAI","WLDR","LU2471134523.USD","LU1674673691.USD","JGRO","BK4566","BK4554","LU2931357623.SGD","IE00B19Z3581.USD","LU1989764748.USD","BK4532","LU1989764664.SGD","LU2211815571.USD","GB00BDT5M118.USD","SOXX","LU0640476718.USD","LU1267930813.SGD","MUD","LU2168564495.EUR","LU1323610961.USD","LU2168564065.EUR","MU","PSI","LU0719512351.SGD","IE00BJLML261.HKD","MUG","LU0109391861.USD","FDTX","SHOC","LU0323591593.USD","BK4605","LU1861215975.USD","LU2750360641.GBP","LU0787776722.HKD","RULE","MUU","IE00BWXC8680.SGD","LU0417517546.SGD","LU2286300806.USD","LU1868836591.USD","BK4553","BK4588","LU1551013425.SGD","LU0056508442.USD","LU2360106780.USD","LU1868836914.USD","LU0964807845.USD","LU0820561818.USD","LU1868837300.USD","IE0034235303.USD","LU1629891620.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660235801","title":"Why Merck Stock Got Downgraded After a Massive Cancer-Vaccine Win","url":"https://stock-news.laohu8.com/highlight/detail?id=2660235801","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660235801?lang=en_us&edition=fundamental","pubTime":"2026-08-20 23:30","pubTimestamp":1787239800,"startTime":"0","endTime":"0","summary":"Merck stock closed at a record on Wednesday following a cancer-vaccine breakthrough with Moderna. Just as investors began digesting the news, Wall Street moved to temper expectations.To be clear, it i","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"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":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SG9999002224.SGD","LU2125154935.USD","LU2433249047.HKD","WDNA","LU0320765489.SGD","LU0238689110.USD","LU1066053197.SGD","LU1066051498.USD","LU1201861249.SGD","LU2106854487.HKD","PAWZ","BMED","LU1066051225.USD","LU0868494617.USD","LU1023059063.AUD","LU0234572021.USD","LU0122379950.USD","LU0985320562.USD","LU0265550359.USD","IE00BBT3K403.USD","BK4516","LU1066051811.HKD","LU1035773651.USD","LU0006306889.USD","SGXZ57979304.SGD","BK4534","LU1934455277.USD","LU2125154778.USD","LU2125909593.SGD","LU1093756325.SGD","LU2089984988.USD","IE00B1BXHZ80.USD","LU1699723380.USD","FTXH","IE00B2B36J28.USD","SG9999014567.USD","BK4532","BK4559","LU2468319806.SGD","LU2361045086.USD","LU2361044865.SGD","LU0130102774.USD","IE00BSNM7G36.USD","BK4585","LU0098860793.USD","IE00BLSP4452.SGD","LU0965509283.SGD","IE0002141913.USD","LU0689626769.HKD","BK4550","LU0861579265.USD","GDOC","LU0070302665.USD","LU1585245621.USD","MRNA","IDNA","LU2491049909.HKD","LU0823416689.USD","LU1989772840.SGD","LU2361044949.HKD","LU2125909247.SGD","BK4551","FHLC","LU0208291251.USD","PPH","BK4533","LU1974910355.USD","LU2023250504.SGD","LU0980610538.SGD","LU0130517989.USD","SG9999015341.SGD","XLV","LU2357627491.SGD","MRNY","LU1917777945.USD","LU1093756168.USD","LU0203347892.USD","LU0942090050.USD","VHT","LU0266013472.USD","LU0124676726.USD","MRK","MRNX","JDOC","LU2023250843.SGD","LU0477156953.USD","IE00BFTCPJ56.SGD","SG9999013999.USD","LGHT","LU0648001328.SGD","BK4139","LU0432979614.USD","BK4007","IXJ","BK4588","SG9999014559.SGD","SG9999015358.SGD","LU1162221912.USD","LU1989772923.USD","GNOM","LU2461242641.AUD","SG9999014542.SGD","IE00BJT1NW94.SGD","LU1929549753.HKD","LU0203345920.USD","LU1989771016.USD","LU0868494708.USD","LU2324357040.USD","LU0289739699.SGD","LU1934455194.USD","LU0965509101.SGD","LU2360032135.SGD","SG9999001176.USD","BK4548","SG9999001440.SGD","BK4501","LU1291159041.SGD","LU1923622614.USD","LU1934455863.HKD","LU1116320901.HKD","IE00B4R5TH58.HKD","IE00BN8TJ469.HKD","LU1037948541.HKD","IYH","LU1571399168.USD","IE00BJJMRZ35.SGD","LU1061106388.HKD","LU0859254822.USD","LU1983299246.USD","HRTS","LU1037948897.HKD","RXL","LU2112291526.USD","LU2491050154.USD","LU0058720904.USD","SG9999001176.SGD","IE00BLSP4239.USD","IHE","IE000M9KFDE8.USD","LU0965508806.USD","TRUH","LU0211331839.USD","LU0320765646.SGD","BK4568","LU1430594728.SGD","LU0265550946.USD","SG9999014575.USD","LU1941712264.USD","IE0009355771.USD","LU0106261372.USD","LU0965509010.AUD","LU1057294990.SGD","LU1069347547.HKD","LU2491050071.SGD","SG9999002232.USD","LU1941712348.USD","LU1116320737.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660233073","title":"Merck's Momentum Remains Strong But Valuation Limits Further Upside, RBC Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2660233073","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660233073?lang=en_us&edition=fundamental","pubTime":"2026-08-20 23:28","pubTimestamp":1787239730,"startTime":"0","endTime":"0","summary":"Merck's  strong momentum continues, driven by better-than-expected cancer vaccine data, but valuation now fully reflects the upside, RBC Capital Markets said in a note Thursday.The analysts said that, at $150, Merck is trading at a historically high valuation despite facing a major loss of exclusivity in two years and only modest near-term growth. Further upside would require its pipeline to outperform already-high expectations, limiting the risk/reward at current levels.The analysts said they remain positive on near-term catalysts, especially Sac-TMT data at ESMO and TL1A trial results in ulcerative colitis and hidradenitis suppurativa. \"However, expectations are high, and the pipeline benefits from a halo effect. Any material disappointment could trigger a disproportionate negative reaction,\" the firm said.The analysts said that beyond the upcoming Q3 readouts, further upside would likely require more business development activity, faster growth outside Keytruda, or positive early-st","market":"us","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":["IE00BLSP4239.USD","LU1699723380.USD","IE00BLSP4452.SGD","LU1430594728.SGD","LU0432979614.USD","IE00BJJMRZ35.SGD","BMED","PAWZ","LU2361044865.SGD","LU0320765489.SGD","LU1061106388.HKD","IE00BSNM7G36.USD","SG9999001440.SGD","FTXH","LU1571399168.USD","LU0058720904.USD","LU0942090050.USD","LU2468319806.SGD","IE00BBT3K403.USD","LU1023059063.AUD","SG9999014542.SGD","BK4585","LU0266013472.USD","SG9999013999.USD","IE00BFTCPJ56.SGD","LU0265550946.USD","SGXZ57979304.SGD","LU1989772840.SGD","IE00B4R5TH58.HKD","LU1989772923.USD","LU1989771016.USD","BK4516","LU1037948541.HKD","IE000M9KFDE8.USD","LU1093756168.USD","IE0002141913.USD","SG9999002232.USD","VHT","LU2023250504.SGD","SG9999015341.SGD","BK4534","SG9999014575.USD","LU0130102774.USD","LU2324357040.USD","LU2089984988.USD","LU1585245621.USD","LU2491050071.SGD","IE00B1BXHZ80.USD","LU1066051498.USD","LU1974910355.USD","LU1057294990.SGD","LU1941712264.USD","SG9999014559.SGD","BK4007","LU0234572021.USD","LU0320765646.SGD","LU1941712348.USD","LU0006306889.USD","LU0965509010.AUD","LU0211331839.USD","LU0868494708.USD","IE00B2B36J28.USD","LU2125909593.SGD","MRK","LU1162221912.USD","LU1291159041.SGD","LU1066053197.SGD","LU0106261372.USD","LU0868494617.USD","LU1093756325.SGD","LU0965509283.SGD","SG9999001176.USD","LU1983299246.USD","LU0861579265.USD","LU2361044949.HKD","XLV","SG9999001176.SGD","TRUH","BK4533","LU1069347547.HKD","LU2361045086.USD","SG9999015358.SGD","FHLC","LU0130517989.USD","LU1201861249.SGD","LU2023250843.SGD","LU2125154935.USD","LU0098860793.USD","LU0238689110.USD","LU1066051225.USD","LU1934455277.USD","LU2106854487.HKD","LU1035773651.USD","BK4588","BK4550","LU2433249047.HKD","LU0965509101.SGD","LU2461242641.AUD","PPH","LU0203347892.USD","RXL","LU1116320901.HKD","IHE","LU2360032135.SGD","LU1929549753.HKD","LU2357627491.SGD","LU2491049909.HKD","SG9999014567.USD","LU1934455194.USD","LU0208291251.USD","LU1037948897.HKD","LU0823416689.USD","LU2491050154.USD","IE0009355771.USD","BK4559","LU0648001328.SGD","IYH","LU2125154778.USD","IE00BJT1NW94.SGD","LU0985320562.USD","JDOC","GDOC","LU1066051811.HKD","LU2125909247.SGD","LU1116320737.USD","LU1934455863.HKD","HRTS","SG9999002224.SGD","LU0477156953.USD","LU0980610538.SGD","LU1917777945.USD","LU0265550359.USD","LU0289739699.SGD","LU1923622614.USD","LU0070302665.USD","IE00BN8TJ469.HKD","LU2112291526.USD","LU0122379950.USD","LU0124676726.USD","LU0859254822.USD","LU0203345920.USD","IXJ","LU0965508806.USD","LU0689626769.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660024233","title":"These Analysts Boost Their Forecasts On Target After Upbeat Q2 Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2660024233","media":"Benzinga Earnings","labels":["dataReport","express"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660024233?lang=en_us&edition=fundamental","pubTime":"2026-08-20 23:26","pubTimestamp":1787239566,"startTime":"0","endTime":"0","summary":"Target Corp (TGT) reported strong Q2 earnings, beating analyst estimates and raising its sales and EPS guidance. Analysts have raised price targets.","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":"11c8fbbf839f433c9d274cef5f173382","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.benzinga.com/analyst-stock-ratings/price-target/26/08/61334438/these-analysts-boost-their-forecasts-on-target-after-upbeat-q2-earnings","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport,express","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4155","LU1244550577.SGD","LU1244550221.USD","LU0052756011.USD","LU2237443549.SGD","TGT","LU2237443382.USD","BK4596","BK4114","LU0823411888.USD","BK4597","LU0310799852.SGD","LU1267930490.SGD","BK4585","LU0211327993.USD","BK4504","BK4588","LU0211328371.USD","LU0128525689.USD","BK4533","LU0310800965.SGD","LU1244550494.USD","BK4532","LU2237443978.SGD","LU2237443622.USD","LU1267930227.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660233757","title":"Nvidia's AI Demand, Rubin Ramp Support Strong Q2, RBC Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2660233757","media":"MT Newswires Live","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660233757?lang=en_us&edition=fundamental","pubTime":"2026-08-20 23:21","pubTimestamp":1787239317,"startTime":"0","endTime":"0","summary":"Nvidia  is expected to deliver another strong quarter as demand for AI compute remains strong and the initial Rubin platform ramp begins, RBC Capital Markets said.RBC models fiscal Q2 revenue of $91.1 billion and adjusted EPS of $2.06, compared with consensus estimates of $92 billion and $2.09, respectively. The firm expects fiscal Q3 revenue guidance to come in about 5% above the $103.8 billion consensus.The initial Rubin platform ramp is expected to carry a more than 50% average selling price premium, along with an estimated $10 billion of incremental standalone CPU opportunity in the second half of the year, according to the report Wednesday.RBC also pointed to Nvidia's access to component supply, citing $119 billion of purchase commitments in the last quarter. The firm expects gross margin of 75% in fiscal Q2 and Q3 and expects management to reiterate mid-70% gross-margin guidance for fiscal 2027.The investment firm said it projects more than $400 billion in free cash flow over 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Stocks Have Higher Valuations than Tech. They Deserve It.","url":"https://stock-news.laohu8.com/highlight/detail?id=2660330142","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660330142?lang=en_us&edition=fundamental","pubTime":"2026-08-20 23:21","pubTimestamp":1787239260,"startTime":"0","endTime":"0","summary":"AI is creating trillions in stock market value, but technology isn't the sector benefiting the most. That distinction falls to rusty old industrials.Take Nordson, for example. 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bullish activity in NVIDIA with shareslittle changed","url":"https://stock-news.laohu8.com/highlight/detail?id=2660233717","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660233717?lang=en_us&edition=fundamental","pubTime":"2026-08-20 23:20","pubTimestamp":1787239215,"startTime":"0","endTime":"0","summary":"Moderately bullish activity in NVIDIA (NVDA), with shares up 10c, or 0.04%, near $217.66. Options volume relatively light with 899k contracts 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Top and Bottom Performing Stocks at About 11:01 A.m. 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