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Valuation Looks Too Low if Chip-Supply Tightness Continues","url":"https://stock-news.laohu8.com/highlight/detail?id=2672375542","media":"Dow Jones","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672375542?lang=en_us&edition=fundamental","pubTime":"2026-10-01 17:40","pubTimestamp":1790847600,"startTime":"0","endTime":"0","summary":"0940 GMT - Micron Technology executives' expectation for chip supply to tighten in 2028 was the most important comment in the group's earnings call, Citrini analyst Jukan Choe says in a post on X. Market valuations of chip stocks suggest supply tightness for memory chips will be short lived, Choe says. \"What this comment tells us is that a substantial portion of 2028 volume is already contracted.\" If chip makers have guaranteed demand through 2028, their valuations should be higher, the analyst adds. Micron shares edge down 0.3% premarket.","market":"sh","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://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0708995401.HKD","LU2087625088.SGD","GB00BDT5M118.USD","SGXZ81514606.USD","LU0964807845.USD","LU1629891620.HKD","LU1868837136.USD","IE0002270589.USD","LU0082616367.USD","LU0792757196.USD","FTXL","LEGR","LU2471134879.HKD","LU2168563687.JPY","PSI","VGT","LU2357627491.SGD","LU0154236417.USD","LU1861215975.USD","PTF","LU1548497426.USD","LU2290526834.HKD","SMH","BOBP","BK4588","LU1316542783.SGD","WUGI","BK4532","MU","LU1145028129.USD","LU1989764748.USD","LU0889565833.HKD","LU2286300806.USD","EFIV","LU0210536198.USD","LU1366333091.USD","LU2054465674.USD","IE00BKDWB100.SGD","LU0056508442.USD","LU2756315664.SGD","LU2213496289.HKD","IE00BK4W5M84.HKD","LU0943347566.SGD","SG9999015945.SGD","BK4585","MUZ","LU0109392836.USD","LU1551013342.USD","LU0889566641.SGD","IE00BJLML261.HKD","LU0109391861.USD","CHPS","LU1914381329.SGD","MULL","LU2896262040.SGD","LU1868836591.USD","XNTK","LU0417517546.SGD","LU0719512351.SGD","MUU","LU0133085943.USD","LU0323591593.USD","WLDR","LU2048586759.USD","LU1323610961.USD","LU1674673428.USD","FDTX","LU2168564222.USD","MUD","LU0203347892.USD","IE00B5949003.HKD","LU1280957306.USD","IE00BSNM7G36.USD","LU0081259029.USD","LU0097036916.USD","LU0096364046.USD","IE00B19Z3581.USD","LU2750360997.AUD","LU1267930730.SGD","AIS","FTEC","BK4533","LU2102340556.USD","LU0320765059.SGD","LU2458330169.SGD","LU1267930813.SGD","IETC","LU0238689110.USD","BAI","IE0009356076.USD","MIC","IE00B7SZLL34.SGD","RULE","LU1720051017.SGD","SG9999015952.SGD","LU1852331112.SGD","SOXX","LU2471134523.USD","BK4543","LU1868837300.USD","SGXZ99366536.SGD","IE000M9KFDE8.USD","LU1868836757.USD","LU2471134952.CNY","LU0157215616.USD","CHPX","LU2756315318.SGD","BK4141","LU0859254822.USD","IE00BWXC8680.SGD","LU2211815571.USD","BK4575","BK4579","SG9999015978.USD","SGXZ51526630.SGD","LU2023250330.USD","AIQ","LU0127658192.USD","LU0820562030.AUD","LU2250418816.HKD","DISK","LU0689472784.USD","IE00B19Z3B42.SGD","TTXU","USXF","CGGO","LU0256863902.USD","LU2543165471.USD","LU1720051108.HKD","LU1989764664.SGD","MUG","IE00B1XK9C88.USD","LU2931357623.SGD","LU1861220033.SGD","IE0034235303.USD","SHOC","LU0672654240.SGD","SG9999015986.USD","LU2860962120.EUR","HBMX","SOXQ","LU2471134796.USD","ARTY","BK4553","IE00BK4W5L77.USD","LU2089985449.USD","FAI","LU2458330243.SGD","XLK","LU0820561818.USD","LU0353189680.USD","FXL","LU1803068979.SGD","MUYY","BK4512","LU0256863811.USD","DRMY","LU0642271901.SGD","LU0820561909.HKD","AIFD","LU0353189763.USD","LU1674673691.USD","CHAT","LU2168564065.EUR","BK4566","LU2168564495.EUR","LU2357305700.SGD","LU2403377893.USD","TRFK","SG9999001424.SGD","BK4527","EGGY","LU0787776722.HKD","EMSF","LU2360107168.USD","LU1551013425.SGD","LU1868836914.USD","LU0640476718.USD","LU0274383776.USD","BK4554","LU0683600562.USD","LU1778281490.HKD","LU0061475181.USD","LU0234570918.USD","LU2168564149.EUR","LU0203345920.USD","SMU00main","BK4605","IXN","LU2750360641.GBP","JGRO","LU2360106780.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2672755444","title":"Stock Market Today, Oct. 1 – Futures Mixed as 10-Year Treasury Yield Tops 5.3%","url":"https://stock-news.laohu8.com/highlight/detail?id=2672755444","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672755444?lang=en_us&edition=fundamental","pubTime":"2026-10-01 17:27","pubTimestamp":1790846839,"startTime":"0","endTime":"0","summary":"U.S. stock futures traded mixed ahead of Thursday’s open as the 10-year Treasury yield surged past 5.3%, reaching levels not seen since 2007. 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Chip Stocks Mixed After Micron Results","url":"https://stock-news.laohu8.com/highlight/detail?id=2672538887","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672538887?lang=en_us&edition=fundamental","pubTime":"2026-10-01 16:23","pubTimestamp":1790842980,"startTime":"0","endTime":"0","summary":"0822 GMT - Shares of European semiconductor companies are mixed despite better-than-expected results from Micron Technology. Shares in the memory chip maker are up 0.1% premarket. Chief Executive Sanjay Mehrotra said the shortage of memory chips that are key for artificial intelligence should continue in the coming years. In Europe, shares of Dutch semiconductor-equipment maker ASML Holding and smaller rival ASM International edge 0.3% and 0.4% lower, respectively. BE Semiconductor Industries, the Dutch supplier of semiconductor assembly equipment, is down 0.6%. German chip maker Infineon Technologies' stock gains 0.5%. STMicroelectronics shares are down 0.3%. In the U.S., the E-mini Nasdaq 100 futures contract edged 0.4% higher, indicating a positive opening for tech 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