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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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AT&T Fiber Deal Altering The Investment Case For Corning (GLW)?","url":"https://stock-news.laohu8.com/highlight/detail?id=2673201774","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673201774?lang=en_us&edition=fundamental","pubTime":"2026-10-05 09:17","pubTimestamp":1791163024,"startTime":"0","endTime":"0","summary":"AT&T announced a multi year agreement valued at more than US$3b for Corning to supply U.S. made fiber and cable for its nationwide broadband buildout as data demand from AI grows.\nCorning is also supplying multimode fiber connectivity for a Lumentum and Qualcomm optical interconnect demonstration for AI hardware, linking its broadband footprint to data center build activity.\nThis article examines how Corning's investment narrative is influenced by the AT&T fiber agreement and its AI 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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. While both companies benefit from AI storage demand, what investors ultimately need to determine is whether the better allocation choice is a diversified platform or a pure-play NAND cyclical stock offering higher 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Shock Reaches Historic Intensity, Japanese Households Feel the Squeeze at the Dinner Table","url":"https://stock-news.laohu8.com/highlight/detail?id=1185913414","media":"Deep News","labels":["economic"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1185913414?lang=en_us&edition=fundamental","pubTime":"2026-10-04 08:10","pubTimestamp":1791072619,"startTime":"0","endTime":"0","summary":"Recently, Japanese companies have all been busy with one thing: raising prices. According to Nikkei Asia, Japanese food giant Glico raised prices by 3% to 15% on 164 products including the Pritz...","market":"sg","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"economic","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["TBJL","FITZ","BBSB","IEF","TLTW","CRXP","TSYW","UNIY","IGOV","TFJL","TLT","FLGV","BWZ","ISHG","TLTX","TLH","TPLS","BBIB","EDGF","TLTI","BSR","BBLB","IEI","SGOV","CWS","BWX","RULE","SHV","FLXI","RMIF","SHY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2672934721","title":"Falling Wages, Soaring Energy Prices and Inflation: It's Beginning to Look a Lot Like the 1970s","url":"https://stock-news.laohu8.com/highlight/detail?id=2672934721","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672934721?lang=en_us&edition=fundamental","pubTime":"2026-10-04 07:58","pubTimestamp":1791071880,"startTime":"0","endTime":"0","summary":"Is it time to dust off the financial playbook from that dismal decade?Are you ready for a '70s show, but for real?Surging inflation. Falling wages. An energy crisis. Growing international conflicts. A losing war. A divisive and increasingly unpopular president who appears to be talking into a void.And some Republicans claiming Watergate was a hoax.Am I talking about the disastrous 1970s, or today?","market":"hk","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":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["FXD","FT","CGUS","BAMA","PSC","XOEX","REMC","CDC","ADPV","RULE","SDOG","MDLV","CLIX","ARP","SPCT","DECU","REGL","RHTX","DIVZ","LCO","VTV","TCTL","LGH","AGGZ","DFUV","VXZ","PLGI","CGDV","EES","ESLV","FITZ","HIDV","LCG","FLV","CGVV","RMIF","BSR","ILCV","SAMT","FLXI","MAPP","EQRR","BKDV","TEQI","PRVS","IMCG","CGUI","VOTE","IUS","MODL"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2672298947","title":"These Bond Strategies Can Help You Get a Safe 5% Return on Your Cash","url":"https://stock-news.laohu8.com/highlight/detail?id=2672298947","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672298947?lang=en_us&edition=fundamental","pubTime":"2026-10-04 02:49","pubTimestamp":1791053340,"startTime":"0","endTime":"0","summary":"With Treasury yields near multiyear highs, some investors are rethinking their portfolio strategiesWhile it might be tempting to turn to longer-term bonds that promise bigger interest payouts every si","market":"nz","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":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["RULE","ILCV","TEQI","MDLV","US12M.BOND","DECU","DFUV","CGDV","FXD","US6M.BOND","TIPS","RMIF","US5Y.BOND","BSR","PSC","DIVZ","EES","US30Y.BOND","EQRR","MODL","LGH","US3Y.BOND","BKDV","SAMT","MAPP","REGL","VOTE","SDOG","CDC","JPIE","JIII","US7Y.BOND","IUS","FLV","FT","BAMA","CGUI","LCG","PRVS","VTV","RHTX","US10Y.BOND","US2Y.BOND","CGUS","IMCG","CLIX","HIDV","ARP","ADPV","VXZ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2672265377","title":"Micron’s AI Supercycle: Trillion-Dollar Rally at a Crossroads","url":"https://stock-news.laohu8.com/highlight/detail?id=2672265377","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672265377?lang=en_us&edition=fundamental","pubTime":"2026-10-03 23:01","pubTimestamp":1791039695,"startTime":"0","endTime":"0","summary":"Micron ( ($MU) ) has been popular among investors this week. Here is a recap of the key news on this stock. 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