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Davidson raises PT by $100 to $2,100; says industry DRAM  shipments are expected to grow, with co's supply keeping pace, while NAND  shipments are also seen rising, though Micron's growth may trail the broader market slightly** Adds, tighter supply-demand conditions through 2028 could sustain strong pricing and earnings growth, easing concerns the industry is at a cyclical peak** Q4 revenue more than quadrupled to $54.23 bln, beating estimates of $51.07 bln** 49 analysts rate stock \"buy\" on average; median PT is $1,535 - data compiled by 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Takes an $8 Bln Leap at Nvidia","url":"https://stock-news.laohu8.com/highlight/detail?id=2672754131","media":"Reuters","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672754131?lang=en_us&edition=fundamental","pubTime":"2026-10-01 20:00","pubTimestamp":1790856000,"startTime":"0","endTime":"0","summary":"RPT-BREAKINGVIEWS-AMD takes an $8 bln leap at NvidiaTORONTO, Sept 30  (Reuters Breakingviews)-Lisa Su has a lot of room for error. 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valuation barely giving credit to floor pricing agreements, says RBC","url":"https://stock-news.laohu8.com/highlight/detail?id=2672299754","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672299754?lang=en_us&edition=fundamental","pubTime":"2026-10-01 19:51","pubTimestamp":1790855507,"startTime":"0","endTime":"0","summary":"RBC Capital keeps an Outperform rating and $1,500 price target on Micron (MU) after its Q4 results. 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outnumbered gainers 115 to 106.Leading the upside was semiconductor manufacturing equipment maker Lasertec, up 11.1%, while oil company Idemitsu Kosan declined 4%.In economic news, the sentiment index for large manufacturers rose to 24 in Q3 from 22 in Q2, its highest reading since Q1 2018, reported the Bank of Japan.On the other regional exchanges, the S. 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