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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":"sg","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":["LU0792757196.USD","LU0127658192.USD","AIFD","IE00BK4W5M84.HKD","LU1868836591.USD","SGXZ99366536.SGD","LU0157215616.USD","LU0238689110.USD","LU2048586759.USD","LU1551013425.SGD","BK4532","BK4588","LU2168564149.EUR","LU2290526834.HKD","LU0154236417.USD","LU1267930813.SGD","LU2750360641.GBP","MUYY","LU1861220033.SGD","LU2471134879.HKD","LU0683600562.USD","LU0203347892.USD","LU1720051108.HKD","IE00B19Z3581.USD","SG9999001424.SGD","BK4512","LU0820561818.USD","LU1868837136.USD","LU0081259029.USD","MUU","MIC","PSI","LU2471134796.USD","IE0034235303.USD","LU1852331112.SGD","LU1674673428.USD","LU2543165471.USD","LU1316542783.SGD","IETC","LU0642271901.SGD","SOXX","LU1548497426.USD","EMSF","LU0820561909.HKD","TTXU","BK4566","LU0889566641.SGD","LU1629891620.HKD","LU0323591593.USD","MUG","LU0109391861.USD","BK4533","LU0320765059.SGD","LU2211815571.USD","LU1803068979.SGD","BK4575","BAI","LU0964807845.USD","LU2360107168.USD","JGRO","SOXQ","LU2360106780.USD","IE00B19Z3B42.SGD","LU2357627491.SGD","LU1323610961.USD","LU1551013342.USD","IE00B1XK9C88.USD","LU2054465674.USD","BK4543","LU2250418816.HKD","LU2286300806.USD","SHOC","LU2168564495.EUR","LU2471134523.USD","SMU00main","BK4579","IE0002270589.USD","LU1989764664.SGD","LU2213496289.HKD","IE00BSNM7G36.USD","FAI","IE0009356076.USD","SGXZ51526630.SGD","SMH","MUZ","LU0274383776.USD","LU0672654240.SGD","LU2458330243.SGD","USXF","LU0061475181.USD","LU0719512351.SGD","IE00B7SZLL34.SGD","LU0256863811.USD","LU0109392836.USD","MUD","BK4585","LU2089985449.USD","LU2471134952.CNY","XNTK","IXN","IE00B5949003.HKD","LU0708995401.HKD","IE00BWXC8680.SGD","XLK","LU1861215975.USD","LU0943347566.SGD","LU0210536198.USD","BK4553","LU0820562030.AUD","LU2168563687.JPY","LU1145028129.USD","LU0256863902.USD","LU1280957306.USD","MU","LEGR","BK4554","LU2896262040.SGD","IE000M9KFDE8.USD","LU0133085943.USD","PTF","LU0056508442.USD","LU2357305700.SGD","WLDR","BK4527","LU1868837300.USD","LU0859254822.USD","BK4141","GB00BDT5M118.USD","LU1989764748.USD","LU0203345920.USD","LU0889565833.HKD","LU2023250330.USD","FDTX","LU1674673691.USD","IE00BJLML261.HKD","LU1868836757.USD","LU2168564222.USD","LU1366333091.USD","LU2458330169.SGD","IE00BKDWB100.SGD","LU2756315664.SGD","LU1914381329.SGD","FXL","VGT","HBMX","LU1868836914.USD","LU0689472784.USD","BOBP","FTXL","LU1720051017.SGD","LU2102340556.USD","IE00BK4W5L77.USD","LU0787776722.HKD","EGGY","CGGO","LU2756315318.SGD","LU2931357623.SGD","TRFK","BK4605","LU0640476718.USD","LU2168564065.EUR","CHPS","EFIV","AIQ","LU1267930730.SGD","LU2403377893.USD","RULE","AIS","LU0082616367.USD","SGXZ81514606.USD","LU0417517546.SGD","FTEC","LU1778281490.HKD","WUGI","LU0096364046.USD","LU2750360997.AUD","CHPX"],"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. The company isn't a 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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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Market Pulse: Crypto-Linked Stocks Surge Against the Trend, Strategy Climbs Nearly 7%","url":"https://stock-news.laohu8.com/highlight/detail?id=1104614283","media":"Stock News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1104614283?lang=en_us&edition=fundamental","pubTime":"2026-08-20 22:21","pubTimestamp":1787235702,"startTime":"0","endTime":"0","summary":"Crypto-related equities are rallying against the broader market downturn, fueled by a strong uptick in digital asset prices. Bitcoin has jumped over 3.5% to trade at $71,735, while Ethereum 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Flags Potential Shift in Apple's Risk Appetite Under Ternus","url":"https://stock-news.laohu8.com/highlight/detail?id=2660802792","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660802792?lang=en_us&edition=fundamental","pubTime":"2026-08-20 22:16","pubTimestamp":1787235382,"startTime":"0","endTime":"0","summary":"BUZZ-BofA flags potential shift in Apple's risk appetite under Ternus** BofA expects Apple'sAAPL.Orisk appetite to increase under John Ternus, set to take over the reins from Tim Cook on September 1, with potential for higher R&D spending, capex and larger acquisitions** The iPhone maker's  move away from its net-cash-neutral target could signal a period of elevated investment as AI accelerates the pace of innovation, analysts say** Brokerage sees Apple leveraging its silicon, on-device AI, privacy capabilities and installed base to strengthen its position in the artificial intelligence era** BofA reiterates its \"buy\" rating on Apple, citing strong capital returns, AI-at-the-edge opportunities and growth opportunities from new products and markets** Brokerage maintains a $380 price target, implying a nearly 20% upside to the stock's closing 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