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Memory Stocks to Watch Beyond Micron Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2673245774","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673245774?lang=en_us&edition=fundamental","pubTime":"2026-10-05 10:24","pubTimestamp":1791167042,"startTime":"0","endTime":"0","summary":"Micron’s blowout quarter, with revenue jumping by about $43b year over year and operating margins above 80% in some lines, has refocused attention on who supplies the tools, materials, and services behind that AI memory surge. Investors watching tight supply, strong pricing, and a single digit forward P/E on Micron may see more than one way to consider this story. 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AI accelerators require high-bandwidth memory to transfer data, while training and inference systems rely on high-capacity DRAM and enterprise SSDs to store models, data, and intermediate results. Among key players, Micron (MU) maintains a presence across DRAM, HBM, and NAND, whereas SanDisk (SNDK) places its main bet on NAND flash memory and enterprise data center storage. 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Reuters has not verified these stories and does not vouch for their accuracy.Headlines- Schneider Electric nears deal to buy industrial software group PTC for $20 billion- AkzoNobel nears deal to sell its SE Asia decorative paint unit to Nippon Paint- BT weighs improved TalkTalk offer after initial approach rejected- Australian authorities probe Flydubai attacker’s links to countryOverview- Schneider ElectricSCHN.PAis closing in on a roughly $20 billion takeover of US engineering software provider PTCPTC.Oin a deal that would be the French industrial conglomerate’s largest acquisition ever.- Dulux owner AkzoNobelAKZO.ASis nearing a deal to sell its Southeast Asian decorative paints business to Nippon Paint4612.T, handing its Japanese rival a small victory after previous attempts at larger deals failed.- BTBT.Lis weighing an improved offer for UK broadband provider TalkTalk after an 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That mix of scale, cash generation and policy attention is reshaping where capital flows. This article unpacks the story and then walks through 3 large-cap stocks from our Global Productivity Leaders screener that appear particularly exposed to this evolving landscape.\nThe three stocks below are just 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New DGX Spark Costs More Despite Having Half the Memory","url":"https://stock-news.laohu8.com/highlight/detail?id=2672778085","media":"TIPRANKS","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672778085?lang=en_us&edition=fundamental","pubTime":"2026-10-04 21:48","pubTimestamp":1791121728,"startTime":"0","endTime":"0","summary":"Nvidia Corporation ($NVDA) is launching a lower-memory version of its DGX Spark desktop AI computer at a higher price than the original model cost 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