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June 22 turned out to be the all-time high on both the iShares semiconductor exchange-traded fund and SK Hynix, perhaps the sector bellwether after its meteoric rally of the previous year.Michael Cembalest examines what he got right and what he got wrong in his latest note.Within five weeks, the SOXX ETF SOXX tumbled almost 30%, SK Hynix  more than halved and other chip companies like Taiwan Semiconductor Manufacturing Company  and Micron Technology  dropped sharply in value.How did Cembalest, the chairman of market and investment strategy at JPMorgan Asset Management, manage to time the peak of the memory trade so 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All the signs are that shortages are only getting worse ahead of Micron's earnings later 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SanDisk, Micron, SK Hynix, and Western Digital Stocks Are Falling in Premarket Trading, 9/2/26?","url":"https://stock-news.laohu8.com/highlight/detail?id=2664815144","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664815144?lang=en_us&edition=fundamental","pubTime":"2026-09-02 18:48","pubTimestamp":1788346080,"startTime":"0","endTime":"0","summary":"Shares of major memory-chip companies are under pressure in premarket trading on Wednesday, September 2, as a broader risk-off move weighs on 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(MU) Gets a Buy from DEL_J. 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The company’s shares closed yesterday at $93...","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tipranks_highlight","url":"https://www.tipranks.com/news/blurbs/micron-mu-gets-a-buy-from-del_j-safra-sarasin-blurbs-news?utm_source=itigerup.com&utm_medium=referral","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tipranks.com/news/blurbs/micron-mu-gets-a-buy-from-del_j-safra-sarasin-blurbs-news?utm_source=itigerup.com&utm_medium=referral","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":"tipranks_highlight","symbols":["LU0672654240.SGD","LU0708995401.HKD","LU2168564065.EUR","LU0889566641.SGD","MUG","LU0096364046.USD","LU0210536198.USD","LU2168564149.EUR","LU2458330169.SGD","LU2896262040.SGD","LU1551013425.SGD","LU2023250330.USD","IE0002270589.USD","IE00B5949003.HKD","LU1803068979.SGD","LU1868837300.USD","SMU00main","HBMX","LU0640476718.USD","BK4579","SGXZ99366536.SGD","LU1674673691.USD","LU0642271901.SGD","LU0792757196.USD","GB00BDT5M118.USD","LU2168564495.EUR","BK4554","LU0203345920.USD","LU2102340556.USD","IE00BK4W5M84.HKD","LU0082616367.USD","LU2054465674.USD","LU1267930813.SGD","LU2211815571.USD","BK4532","LU0256863902.USD","DRMY","RULE","BK4141","IE0009356076.USD","EFIV","CHPX","BOBP","LU1778281490.HKD","BK4543","LU1989764748.USD","LU2360106780.USD","BK4527","LU0061475181.USD","ARTY","LU1267930730.SGD","LU2543165471.USD","LU1852331112.SGD","LU0964807845.USD","AIQ","LU2750360641.GBP","LU1989764664.SGD","LU0203347892.USD","SGXZ81514606.USD","BAI","LU2931357623.SGD","IE00BK4W5L77.USD","LU0820561818.USD","LU2089985449.USD","LU2168564222.USD","LU0256863811.USD","LU2168563687.JPY","LU0127658192.USD","LU2756315318.SGD","IE00B19Z3B42.SGD","BK4512","LU0943347566.SGD","LU0238689110.USD","BK4605","EMSF","TRFK","LU2213496289.HKD","LU0889565833.HKD","LU1551013342.USD","AIFD","LU1868836757.USD","MUYY","LU2357305700.SGD","USXF","LU0689472784.USD","LU1548497426.USD","LU2471134523.USD","LU1868836914.USD","LU2403377893.USD","XLK","LU0683600562.USD","LU0133085943.USD","VGT","DISK","LU2471134879.HKD","LU1280957306.USD","SHOC","LU1323610961.USD","LU0859254822.USD","LU1914381329.SGD","CHPS","CGGO","CHAT","LU0719512351.SGD","LU0154236417.USD","LU1868836591.USD","MIC","FDTX","LU2471134796.USD","AIS","BK4566","LU0157215616.USD","IXN","LU1861215975.USD","LU0320765059.SGD","LU0323591593.USD","LU2250418816.HKD","IE00B7SZLL34.SGD","LU1720051108.HKD","MUZ","IE00BJLML261.HKD","PTF","LU2458330243.SGD","PSI","LU1629891620.HKD","LU0820561909.HKD","LU0056508442.USD","LU2286300806.USD","LU0787776722.HKD","MUD","LU0109391861.USD","TTXU","XNTK","IE00BSNM7G36.USD","FTXL","FTEC","IE00BWXC8680.SGD","LEGR","BK4588","MUU","WUGI","LU1868837136.USD","LU2357627491.SGD","LU2756315664.SGD","FAI","SOXQ","IE0034235303.USD","LU1316542783.SGD","MULL","SG9999001424.SGD","IE00B19Z3581.USD","LU2471134952.CNY","LU1861220033.SGD","WLDR","BK4533","EGGY","IE00B1XK9C88.USD","SOXX","LU2290526834.HKD","LU0417517546.SGD","SMH","IE00BKDWB100.SGD","SGXZ51526630.SGD","FXL","LU1145028129.USD","JGRO","BK4585","LU0274383776.USD","BK4575","IE000M9KFDE8.USD","LU0820562030.AUD","LU1366333091.USD","LU1674673428.USD","LU0109392836.USD","LU1720051017.SGD","BK4553","MU","LU0081259029.USD","LU2048586759.USD","LU2750360997.AUD","LU2360107168.USD","IETC"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664893708","title":"Market Chatter: Micron Technology Workers Back Strike Over Profit-Sharing Demands","url":"https://stock-news.laohu8.com/highlight/detail?id=2664893708","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664893708?lang=en_us&edition=fundamental","pubTime":"2026-09-02 11:50","pubTimestamp":1788321016,"startTime":"0","endTime":"0","summary":"A potential strike by Micron Technology workers in Taiwan could disrupt the US memory-chip maker's largest manufacturing base, as unions push for a bigger share of record profits, Reuters reported Tuesday.Unions in Taoyuan and Taichung said they have nearly 10,000 members and that over 80% of those surveyed supported strike action. They are demanding an additional bonus for fiscal 2026 and a new profit-sharing scheme from fiscal 2027 that will direct 15% of operating profit to employees, according to the report.The unions argue Micron Technology's current incentive plan does not adequately reflect the company's profitability and leaves workers behind their counterparts. The dispute arose after the company posted record fiscal third-quarter revenue of $41.5 billion and net income of $28.2 billion, driven by strong AI-related memory demand, the news agency said.Micron Technology did not immediately respond to MT Newswires' request for a 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Stocks Fall, Dow Drops Over 400 Points as US Launches New Round of Strikes Against Iran; Tech Stocks Lead Losses, Micron Falls 2.6%","url":"https://stock-news.laohu8.com/highlight/detail?id=2664869458","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664869458?lang=en_us&edition=fundamental","pubTime":"2026-09-02 04:14","pubTimestamp":1788293668,"startTime":"0","endTime":"0","summary":"Following a new round of U.S. strikes on Iranian targets, Brent crude broke above $95, while the 10-year U.S. Treasury yield reached a new recent high, both weighing on market trading sentiment. Major U.S. stock indices fell, led by tech shares, while consumer and pharmaceutical stocks bucked the trend to post gains. At the close, the Dow Jones Industrial Average fell 0.79% to 52,766.88; the Nasdaq Composite Index dropped 1.03% to 26,099.77; and the S&P 500 Index lost 0.71% to 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Largest Companies by Market Cap (August 2026): Nvidia Retains Top Spot, SpaceX Rebounds 32%, Semiconductor Sector Diverges","url":"https://stock-news.laohu8.com/highlight/detail?id=2664866364","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664866364?lang=en_us&edition=fundamental","pubTime":"2026-09-02 03:09","pubTimestamp":1788289773,"startTime":"0","endTime":"0","summary":"As of August 2026, Nvidia retained its top spot globally with a market capitalization of $5.32 trillion, closely followed by Apple, Microsoft, and Alphabet. The biggest change in the global market cap rankings in August was SpaceX, whose market cap rose to $1.89 trillion with a monthly gain of 32.59%, while Tesla, SK Hynix, and Micron Technology also recorded sizable gains. The Philadelphia Semiconductor Index rose 1.98% in August, staging a modest recovery from a sharp 20.61% correction in 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Chatter: Micron Proposes High Performance Bonuses Amid Strike Plans at Taiwan Plant","url":"https://stock-news.laohu8.com/highlight/detail?id=2664868873","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664868873?lang=en_us&edition=fundamental","pubTime":"2026-09-02 00:06","pubTimestamp":1788278767,"startTime":"0","endTime":"0","summary":"Micron Technology  has proposed that it will distribute high performance bonuses this year, amid plans of a strike at its Taiwanese facility, Liberty Times reported Tuesday, according to a Google translation.The bonuses are expected to be announced in October and until then, the company aims to maintain talks with team members, the report said, as per a Google translation.The report further stated that strike plans have garnered support from as many as 80% of union members.Micron Technology did not immediately respond to MT Newswires' request for comment.Price: 957.05, Change: -1.68, Percent 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Coming,’ Says Top Investor About Micron Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2664850462","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664850462?lang=en_us&edition=fundamental","pubTime":"2026-09-01 23:30","pubTimestamp":1788276607,"startTime":"0","endTime":"0","summary":"September is now upon us, and most of the chipmakers have already reported their latest quarterly reports. However, later this month, investors 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Geopolitical risks escalated sharply after two supertankers were hit by unidentified projectiles in the Strait of Hormuz, driving international oil prices further up. Meanwhile, the global bond market sell-off persisted, pushing long-term government bond yields in major economies to multi-year highs and significantly dampening market risk 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Are Three Major US Stock Index Futures Under Pressure to Start September? Nvidia, Apple, Tesla, Micron in Focus","url":"https://stock-news.laohu8.com/highlight/detail?id=2664855640","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664855640?lang=en_us&edition=fundamental","pubTime":"2026-09-01 19:17","pubTimestamp":1788261463,"startTime":"0","endTime":"0","summary":"TradingKey - On the first trading day of September, U.S. stock futures moved lower across the board in pre-market trading. As of press time, Dow Jones Industrial Average futures and S&P 500 futures both fell by about 0.55%, while Nasdaq 100 futures dropped approximately 1.05%. Rising oil prices, higher U.S. Treasury yields, and heightened tensions in the Middle East combined to weigh on risk 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Buzz: Wallstreetbets Stocks Decline Premarket Tuesday; Sandisk, Micron Technology to Open Lower","url":"https://stock-news.laohu8.com/highlight/detail?id=2664853635","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664853635?lang=en_us&edition=fundamental","pubTime":"2026-09-01 18:50","pubTimestamp":1788259808,"startTime":"0","endTime":"0","summary":"The most-talked-about stocks in the Reddit subforum Wallstreetbets were mostly lower hours before Tuesday's opening bell.Sandisk  fell by 3% pre-bell, following a 5.5% rise at Monday's close.Micron Technology  declined by 1.8% hours before market open, after a 2.8% increase from the previous session.Tesla  was 1.1% lower premarket, swinging from a 5.5% increase at Monday's close.Nvidia  declined by 1.2% in pre-bell activity, after a 1.5% rise from Monday's session.Meta Platforms  was 0.9% lower premarket, after closing Monday with a 1% decline.Amazon.com  was down 0.8% in premarket hours, following a 2.5% fall from the previous session.Alphabet  fell by 0.5% pre-bell, after closing Monday with a 2.2% decline.DTE Energy  declined by 0.3% in premarket activity, after a 0.2% decline at Monday's 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Stocks MU, SNDK, and SKHY Are Falling in Pre-Market Today after Monday’s Rally. Here’s Why","url":"https://stock-news.laohu8.com/highlight/detail?id=2664858576","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664858576?lang=en_us&edition=fundamental","pubTime":"2026-09-01 18:07","pubTimestamp":1788257241,"startTime":"0","endTime":"0","summary":"Micron ($MU), SanDisk ($SNDK), and SK Hynix ($SKHY) are moving lower in Tuesday’s pre-market trading after a strong session on Monday. Micron is do...","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tipranks_highlight","url":"https://www.tipranks.com/news/memory-stocks-mu-sndk-and-skhy-are-falling-in-pre-market-today-after-mondays-rally-heres-why?utm_source=itigerup.com&utm_medium=referral","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tipranks.com/news/memory-stocks-mu-sndk-and-skhy-are-falling-in-pre-market-today-after-mondays-rally-heres-why?utm_source=itigerup.com&utm_medium=referral","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":"tipranks_highlight","symbols":["FAI","FSMD","LU0787776722.HKD","LU2458330243.SGD","SOXQ","BK4605","LU0081259029.USD","LU1989764664.SGD","LU1316542783.SGD","CHPX","LU2063271972.USD","LU2471134523.USD","SCHA","LU0792757196.USD","SNXX","LU1267930813.SGD","LU1551013342.USD","LU0203345920.USD","IE00B7SZLL34.SGD","SGXZ99366536.SGD","LU2756315318.SGD","SMH","LU2896262040.SGD","LU1803068979.SGD","MUYY","LU0238689110.USD","CGGO","TRFK","SGXZ81514606.USD","LU1861215975.USD","BK4141","IE00B19Z3B42.SGD","IE0002270589.USD","IE000M9KFDE8.USD","MUU","WUGI","BK4527","LU0820561818.USD","SNDK","IE0009356076.USD","AIQ","AIFD","FTXL","SKHL","LU0133085943.USD","LU1868837300.USD","IE00BJLML261.HKD","WLDR","IE00BSNM7G36.USD","EMSF","LU1868837136.USD","IE00B19Z3581.USD","MIC","BOBP","LU0256863811.USD","MUD","COWG","LU1861220033.SGD","LU0274383776.USD","EGGY","MU","LU0417517546.SGD","VGT","LU0320765059.SGD","LU0963586101.USD","XLK","IETC","BK4532","LU1267930730.SGD","BK4170","LU1366333091.USD","MUZ","SGXZ51526630.SGD","LU0109392836.USD","AIS","LU2357627491.SGD","LU0889566641.SGD","IE00B1XK9C88.USD","LU2213496289.HKD","LU0943347566.SGD","ARTY","LU1674673691.USD","LU2357305700.SGD","BK4554","LU0157215616.USD","LU0323591593.USD","LU2756315664.SGD","IE00BK4W5M84.HKD","LU2931357623.SGD","SCHM","SNDQ","IXN","SHOC","EFIV","LU0056508442.USD","IE00B5949003.HKD","CHPS","LU0127658192.USD","LU1323610961.USD","TMSL","BAI","LU1280957306.USD","LU0672654240.SGD","SOXX","LU0859254822.USD","LU1145028129.USD","DISK","IE00BKDWB100.SGD","LU1551013425.SGD","LU2054465674.USD","JGRO","LU1868836591.USD","PTF","SNDG","BK4566","FXL","LU0689472784.USD","IE0034235303.USD","BK4512","BK4585","LU1548497426.USD","LU1914381329.SGD","LU2471134879.HKD","LU0642271901.SGD","LU1674673428.USD","LU1720051017.SGD","USXF","XNTK","BK4533","GB00BDT5M118.USD","LU1720051108.HKD","LU0820562030.AUD","LU2750360641.GBP","LU2543165471.USD","LU0719512351.SGD","LU2168563687.JPY","LU1778281490.HKD","LU2458330169.SGD","LU0889565833.HKD","SNDC","BK4579","LU2089985449.USD","LU2403377893.USD","HXSCL","LU2102340556.USD","LU0964807845.USD","TTXU","LU0061475181.USD","LU0096364046.USD","LU2286300806.USD","LU1852331112.SGD","PSI","LU2750360997.AUD","IE00BK4W5L77.USD","FTEC","RULE","LU0256863902.USD","LU0683600562.USD","LU2023250330.USD","QQQG","LU0210536198.USD","SMU00main","LU2168564149.EUR","MULL","LU1868836914.USD","LU0708995401.HKD","LU2471134796.USD","LU2360107168.USD","LU1989764748.USD","CNAV","LU2290526834.HKD","LU2471134952.CNY","LU1629891620.HKD","LEGR","IE00BWXC8680.SGD","FCUS","SNDU","LU0154236417.USD","LU2168564495.EUR","HBMX","MUG","LU1868836757.USD","LU2168564222.USD","LU2360106780.USD","BK4588","BK4553","LU0203347892.USD","LU2250418816.HKD","LU0820561909.HKD","OPTZ","LU0054578231.USD","CHAT","DRMY","BK4543","LU0640476718.USD","SG9999001424.SGD","LU2048586759.USD","FDTX","LU0082616367.USD","LU2168564065.EUR","LU0109391861.USD","SKHN","LU2211815571.USD","BK4575"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664858626","title":"Micron Stock (MU) Is Falling in Pre-Market Today, September 1 — Here’s Why","url":"https://stock-news.laohu8.com/highlight/detail?id=2664858626","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664858626?lang=en_us&edition=fundamental","pubTime":"2026-09-01 18:07","pubTimestamp":1788257224,"startTime":"0","endTime":"0","summary":"Shares in U.S. memory chipmaker Micron ($MU) fell by 2% to around $942 per share early Tuesday. This came after two unions representing Micron work...","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tipranks_highlight","url":"https://www.tipranks.com/news/micron-stock-mu-is-falling-in-pre-market-today-september-1-heres-why?utm_source=itigerup.com&utm_medium=referral","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tipranks.com/news/micron-stock-mu-is-falling-in-pre-market-today-september-1-heres-why?utm_source=itigerup.com&utm_medium=referral","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":"tipranks_highlight","symbols":["LU2750360997.AUD","XNTK","MUU","LU2458330169.SGD","LU1868837136.USD","LU0719512351.SGD","SGXZ81514606.USD","RULE","AIFD","LU0109392836.USD","ARTY","SMH","LU2896262040.SGD","IE0009356076.USD","LU2357305700.SGD","IXN","BK4553","MUZ","AIQ","SMU00main","LU1914381329.SGD","LU1267930730.SGD","LU2458330243.SGD","LU2102340556.USD","LU2168564065.EUR","IE0002270589.USD","IE00BK4W5L77.USD","LU1803068979.SGD","LU1868836757.USD","LU2168564222.USD","MUYY","VGT","LU1551013342.USD","MIC","PTF","IE000M9KFDE8.USD","FXL","BK4579","LU1778281490.HKD","LU0203347892.USD","LU0210536198.USD","LU1868836591.USD","USXF","LU1323610961.USD","LU0081259029.USD","LU0820561818.USD","LU1548497426.USD","LU1316542783.SGD","LU2403377893.USD","CHPS","GB00BDT5M118.USD","LU1280957306.USD","LU2471134796.USD","SOXQ","AIS","LU0274383776.USD","LU1868836914.USD","LU1551013425.SGD","LU0323591593.USD","LU0061475181.USD","LU0889565833.HKD","MU","SHOC","LU1629891620.HKD","BK4512","LU2471134952.CNY","LU2756315664.SGD","LU0708995401.HKD","LU2250418816.HKD","LU0689472784.USD","TTXU","LU0417517546.SGD","LU0157215616.USD","IETC","LU0256863902.USD","LU1366333091.USD","BK4141","LU0238689110.USD","LU1720051017.SGD","EMSF","FDTX","BOBP","LU0642271901.SGD","XLK","LU0320765059.SGD","LU2756315318.SGD","LU0640476718.USD","LU2286300806.USD","FTXL","LU0096364046.USD","IE00B7SZLL34.SGD","LU1720051108.HKD","BK4575","EGGY","IE00BK4W5M84.HKD","IE00BKDWB100.SGD","LU0787776722.HKD","IE00BJLML261.HKD","FTEC","LU1989764748.USD","CGGO","LU0256863811.USD","LU0820562030.AUD","LU2543165471.USD","LU2089985449.USD","TRFK","LU2750360641.GBP","LU2023250330.USD","LU1674673428.USD","LU2360107168.USD","LU2471134879.HKD","BK4533","LU0127658192.USD","LEGR","LU0154236417.USD","IE00B19Z3B42.SGD","BK4527","LU0056508442.USD","MUG","LU2360106780.USD","LU2471134523.USD","SGXZ99366536.SGD","LU1861220033.SGD","LU0792757196.USD","LU2211815571.USD","CHPX","LU1852331112.SGD","LU0082616367.USD","IE00BWXC8680.SGD","LU2931357623.SGD","LU1674673691.USD","LU0683600562.USD","BAI","SGXZ51526630.SGD","JGRO","LU2168564149.EUR","LU0109391861.USD","IE00B1XK9C88.USD","MUD","BK4532","BK4605","FAI","LU1145028129.USD","IE00B19Z3581.USD","LU0964807845.USD","LU2054465674.USD","LU2357627491.SGD","LU1868837300.USD","PSI","IE00B5949003.HKD","LU1989764664.SGD","LU0820561909.HKD","LU2048586759.USD","SG9999001424.SGD","CHAT","WLDR","LU0672654240.SGD","LU2213496289.HKD","LU1267930813.SGD","LU0133085943.USD","IE0034235303.USD","IE00BSNM7G36.USD","LU0859254822.USD","LU2290526834.HKD","BK4554","BK4566","LU2168564495.EUR","WUGI","EFIV","BK4585","LU0943347566.SGD","LU0203345920.USD","LU2168563687.JPY","LU0889566641.SGD","LU1861215975.USD","BK4543","SOXX","BK4588"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":10,"pageCount":8,"totalSize":200,"code":"91000000","status":"200"}]}}