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International October Picks Balance Defense and Income; Favors NVIDIA (NVDA.US), GCL Technology (03800), China Taiping (00966), and Others","url":"https://stock-news.laohu8.com/highlight/detail?id=1175728066","media":"Stock News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1175728066?lang=en_us&edition=fundamental","pubTime":"2026-10-05 17:17","pubTimestamp":1791191854,"startTime":"0","endTime":"0","summary":"According to a research report released by BOCOM International, global equity markets mostly declined in September, with central banks in the U.S., Europe, and Japan all raising rates, while 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CIO Says Nvidia's Forward P/E of Just 17x Shows AI Tech Stocks Are Far From Bubble Territory","url":"https://stock-news.laohu8.com/highlight/detail?id=1163594891","media":"Stock News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1163594891?lang=en_us&edition=fundamental","pubTime":"2026-10-05 16:09","pubTimestamp":1791187765,"startTime":"0","endTime":"0","summary":"Hou Wey Fook, Chief Investment Officer at DBS Group, stated that Nvidia's (NVDA.US) price-to-earnings ratio, combined with an expected earnings growth rate of 70% next year, indicates that 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$5.5B IPO Could Give Nvidia Room to Add More Shares","url":"https://stock-news.laohu8.com/highlight/detail?id=2673070859","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673070859?lang=en_us&edition=fundamental","pubTime":"2026-10-05 14:51","pubTimestamp":1791183083,"startTime":"0","endTime":"0","summary":"Firmus is reportedly planning to reserve roughly half of its $5.5 billion IPO shares for current shareholders. According to Bloomberg News, this 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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. This article walks through three stocks exposed to that same earnings shock and explains how each could either sharpen or dull...","market":"sg","thumbnail":"https://simplywall.st/cdn-cgi/image/fit=cover,format=auto,width=320,height=180/https://images.simplywall.st/asset/industry/8211000-choice2-card/1788934045157","type":0,"news_type":0,"thumbnails":["https://simplywall.st/cdn-cgi/image/fit=cover,format=auto,width=320,height=180/https://images.simplywall.st/asset/industry/8211000-choice2-card/1788934045157"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/de/semiconductors/etr-smhn/suss-microtec-shares/news/ai-memory-stocks-to-watch-beyond-micron-stock","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://simplywall.st/stocks/de/semiconductors/etr-smhn/suss-microtec-shares/news/ai-memory-stocks-to-watch-beyond-micron-stock","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":"simplywall_highlight","symbols":["LU1861220033.SGD","BOBP","CHPS","BK4141","FAI","LU1868836591.USD","SHOC","LU1914381329.SGD","LU0353189680.USD","LU2089985449.USD","LU0787776722.HKD","LU1280957306.USD","LU0320765059.SGD","BK4554","LU2168564149.EUR","LU1989764664.SGD","IXN","AIQ","EFIV","IETC","EGGY","BK4533","SGXZ51526630.SGD","LU1861215975.USD","JGRO","LU1852331112.SGD","LU2102340556.USD","MUZ","LU0081259029.USD","LU2543165471.USD","BK4605","LU2756315318.SGD","FTEC","LU2471134952.CNY","TDV","EMSF","LU0689472784.USD","IE00BWXC8680.SGD","BK4579","LU2168564065.EUR","SG9999015978.USD","SGXZ99366536.SGD","LU0943347566.SGD","LU2403377893.USD","LU1778281490.HKD","LU0708995401.HKD","LU0056508442.USD","LU0082616367.USD","LU1267930813.SGD","LU1674673691.USD","LU1267930730.SGD","LU0061475181.USD","SMH","LU0096364046.USD","LU2756315664.SGD","AIS","IE00BJLML261.HKD","LU0154236417.USD","LU1548497426.USD","LU2471134523.USD","LU1720051017.SGD","LU0256863902.USD","LU0672654240.SGD","LU0097036916.USD","BK4512","IE0009356076.USD","LU2471134879.HKD","LU2168564222.USD","GB00BDT5M118.USD","FTXL","LU0133085943.USD","LU2750360997.AUD","MUG","BK4543","LU2360106780.USD","LU0234570918.USD","MUU","IE000M9KFDE8.USD","KLIC","LU1366333091.USD","LU2168563687.JPY","LU0964807845.USD","LU0210536198.USD","LU1803068979.SGD","LU2023250330.USD","LU0157215616.USD","LU2458330169.SGD","LU2054465674.USD","WUGI","LU1720051108.HKD","XNTK","LU0274383776.USD","LU0683600562.USD","LEGR","SG9999001424.SGD","LU0256863811.USD","LU1868837300.USD","LU2168564495.EUR","IE00BK4W5L77.USD","LU0820561909.HKD","LU1868836914.USD","LU2211815571.USD","LU2213496289.HKD","LU1323610961.USD","MU","VGT","TTXU","LU0417517546.SGD","CGGO","CHPX","SG9999015945.SGD","LU0889566641.SGD","LU1868836757.USD","BK4527","LU2471134796.USD","MIC","WLDR","MUYY","LU1629891620.HKD","LU0323591593.USD","LU0109392836.USD","LU2357627491.SGD","FXL","LU2860962120.EUR","USXF","IE00BKDWB100.SGD","LU2357305700.SGD","SOXQ","TRFK","SG9999015952.SGD","LU2087625088.SGD","LU2896262040.SGD","BAI","LU1674673428.USD","LU2750360641.GBP","SGXZ81514606.USD","IE0034235303.USD","LU0203345920.USD","IE00BSNM7G36.USD","IE00B19Z3581.USD","LU0353189763.USD","BK4147","BK4585","LU1145028129.USD","LU1868837136.USD","LU1551013425.SGD","LU1989764748.USD","LU0889565833.HKD","BK4532","LU0203347892.USD","LU2250418816.HKD","RULE","IE00B7SZLL34.SGD","LU0859254822.USD","LU0238689110.USD","SMU00main","LU1551013342.USD","BK4588","LU0109391861.USD","LU2360107168.USD","LU1316542783.SGD","LU2290526834.HKD","LU2931357623.SGD","LU0820561818.USD","LU0820562030.AUD","IE0002270589.USD","LU2458330243.SGD","PTF","AIFD","LU0792757196.USD","BK4575","IE00B19Z3B42.SGD","LU0127658192.USD","LU2286300806.USD","PSI","LU0640476718.USD","BK4566","XLK","IE00B1XK9C88.USD","LU2048586759.USD","BK4553","IE00BK4W5M84.HKD","SOXX","LU0642271901.SGD","FDTX","SG9999015986.USD","IE00B5949003.HKD","LU0719512351.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2673017417","title":"Micron’s FY26 Revenue Soars 3.5x YoY. 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Backs AI Startup Reflection With $800 Million to Launch Open-Weight Model","url":"https://stock-news.laohu8.com/highlight/detail?id=1125536495","media":"Deep News","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1125536495?lang=en_us&edition=fundamental","pubTime":"2026-10-05 09:12","pubTimestamp":1791162723,"startTime":"0","endTime":"0","summary":"Reflection, an AI startup that received an $800 million investment from NVIDIA (NVDA), is preparing to release its first open-weight model.Sources said the initial version of Reflection's model 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