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Micron Plunges 10%, Earnings Beat Expectations, Stock Price Falls 30% Consecutively, Can AI Memory Chips Still Be Bought?

03-20

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your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/548502396338496","repostId":"2623374123","repostType":2,"repost":{"id":"2623374123","kind":"highlight","weMediaInfo":{"introduction":"Your One-Stop Financial Markets Platform","home_visible":1,"media_name":"TradingKey","id":"1041236214","head_image":"https://community-static.tradeup.com/news/e2a333e9d84c06e89a63420211f0f9bb"},"pubTimestamp":1774928261,"share":"https://ttm.financial/m/news/2623374123?lang=en_US&edition=fundamental","pubTime":"2026-03-31 11:37","market":"sh","language":"en","title":"Micron Plunges 10%, Earnings Beat Expectations, Stock Price Falls 30% Consecutively, Can AI Memory Chips Still Be Bought?","url":"https://stock-news.laohu8.com/highlight/detail?id=2623374123","media":"TradingKey","summary":"TradingKey — Micron Technology’s (MU) recent stock price performance has become a microcosm of shifting sentiment within the AI memory sector. Despite reporting robust earnings, the stock has weakened steadily following the announcement, marking a cumulative decline of nearly 30%. The market is now ","content":"<html><body><p dir=\"ltr\"><span>TradingKey - Micron Technology (</span><span> MU</span><span> )'s recent stock price movement has become almost a microcosm of the shifting sentiment in the AI storage sector. Despite clearly robust earnings, the stock price has weakened steadily following the announcement, with a cumulative decline of nearly 30%. The market is beginning to re-examine the sustainability of this AI storage boom.</span></p><p dir=\"ltr\"><span>Yesterday (March 30), Micron Technology tumbled another 9.88%. The stock price has fallen continuously since the earnings report on March 18, reaching a cumulative decline of 30%. This downward trend in Micron's shares no longer resembles ordinary post-earnings profit-taking.</span></p><p dir=\"ltr\"><span>The earnings report released by the company on March 18 was undeniably strong. It showed second-quarter revenue reached $23.86 billion, nearly triple that of the same period last year. Furthermore, the revenue guidance for the third fiscal quarter was as high as $33.5 billion, significantly exceeding market expectations.</span></p><p dir=\"ltr\"><span>However, the stock price did not sustain its strength; instead, it has weakened consecutively since the earnings announcement, exhibiting a classic divergence where \"stronger performance leads to a falling share price.\"</span></p><p dir=\"ltr\"><img height=\"350\" src=\"https://resource.tradingkey.com/uploads/20260331/MU-3821b481e7fe490ca50d919bc0041f3f.png\" width=\"800\"/></p><h2 dir=\"ltr\"><b><strong>If the earnings were sound, then where does the problem lie?</strong></b></h2><p dir=\"ltr\"><span>From a fundamental perspective, Micron's earnings report was indeed stellar. Revenue, gross margin, EPS, and free cash flow all hit record highs in the second quarter. Management also projected third-quarter single-quarter revenue to levels unprecedented in the company's history.</span></p><p dir=\"ltr\"><span>More critically, revenue from DRAM, NAND, HBM, and various business units reached record highs, demonstrating that AI-driven storage demand is not merely a concept but is tangibly reflected in the financial statements. However, the market's concern is not whether \"this quarter was good,\" but rather \"how long this performance can last.\"</span></p><p dir=\"ltr\"><span>Following the earnings report, Reuters noted that Micron increased its capital expenditure for fiscal year 2026 by another $5 billion, pushing the total to over $25 billion. Moreover, spending is expected to continue rising in 2027, with construction-related expenditures projected to exceed last year's by more than $10 billion.</span></p><p dir=\"ltr\"><span>Investors see more than just simple capacity expansion; it is a direct signal that industry supply will eventually catch up, and the extreme shortages of the past may not be sustained indefinitely.</span></p><h2 dir=\"ltr\"><b><strong>The AI Thesis Persists, but the Market Is Recalculating the Duration of Memory Scarcity</strong></b></h2><p dir=\"ltr\"><span>A significant backdrop to this sell-off is the market's growing concern regarding the elasticity of AI memory demand. Over the past year, Micron has been viewed as one of the quintessential beneficiaries of the AI storage chain, as data center expansion drove up demand for HBM, DRAM, and NAND simultaneously.</span></p><p dir=\"ltr\"><span>However, recent compression technologies like Google's TurboQuant have prompted the market to reconsider: if model inference requires less memory, will the scarcity premium of storage chips be eroded? Such concerns are among the key catalysts for the recent decline in storage stocks.</span></p><p dir=\"ltr\"><span>Yet, this does not equate to a peak in AI demand; it is more like the market shifting from a focus on \"scarcity\" to \"validating the quality of demand.\"</span></p><p dir=\"ltr\"><span>Morgan Stanley believes that interpreting TurboQuant as a collapse in demand is premature. The real metrics to watch are whether AI capital expenditures continue to expand and whether data center storage procurement is still accelerating. In other words, the issue is not that AI no longer needs memory, but whether the market is willing to continue paying high valuations for \"higher memory unit prices\" and \"prolonged supply-demand tightness.\"</span></p><h2 dir=\"ltr\"><b><strong>Historical Trends Also Serve as a Reminder: For Micron, Strong Earnings Often Precede Price Corrections</strong></b></h2><p dir=\"ltr\"><span>Looking back at Micron's history, similar scripts are not unfamiliar. Micron's stock rose by over 240% in 2025 and surged more than 61% at one point this year; following such gains, pullbacks can occur very rapidly at the slightest softening of market expectations.</span></p><p dir=\"ltr\"><span>During this correction, Micron fell nearly 30% from the high set on March 18. Furthermore, it has declined in seven of the last eight trading days, erasing most of its year-to-date gains and leaving only 12%.</span></p><p dir=\"ltr\"><span>This is actually the most typical cyclical characteristic of the storage industry. When supply is tightest and profits are highest, the stock price often prices in optimistic expectations for a long period ahead. Once capacity expansion, capital expenditure, and depreciation start being magnified by market interpretation, the stock price tends to weaken ahead of the fundamentals.</span></p><p dir=\"ltr\"><span>Micron's current situation can be summarized as follows: earnings pushed \"current prosperity\" to an extreme high, but the market has begun trading on whether \"that prosperity can maintain the same pace,\" leading to the sustained drop in stock price.</span></p><h2 dir=\"ltr\"><b><strong>This Is More Like a Valuation Re-rating Than a Reversal of Industry Fundamentals</strong></b></h2><p dir=\"ltr\"><span>From a business perspective, Micron's AI story remains intact. In its earnings report, the company clearly stated that AI demand, structural supply constraints, and strong execution collectively drove this performance jump. Furthermore, management emphasized that memory has become a strategic asset in the AI era.</span></p><p dir=\"ltr\"><span>The business structure presented in the report is also clear: the cloud, core data center, mobile and client, and automotive and embedded businesses are all setting revenue records, indicating that growth is not being propped up by a single customer or a single product.</span></p><p dir=\"ltr\"><span>However, the capital markets look beyond mere business growth to whether that growth justifies a high valuation. When a stock has already experienced an exaggerated rally, the addition of concerns over capacity expansion, technological substitution, and cyclical reversion makes it easy for the share price to enter a re-pricing phase.</span></p><p dir=\"ltr\"><span>The core of Micron's current decline is not that the earnings report ruined the narrative, but that the market has begun to doubt whether the AI storage dividend is long-cycle and sustainable or highly cyclical and prone to retreat. While the final answer is not yet in, the stock price has already made a preliminary judgment for the market.</span></p><p>Find out more</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Micron Plunges 10%, Earnings Beat Expectations, Stock Price Falls 30% Consecutively, Can AI Memory Chips Still Be Bought?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicron Plunges 10%, Earnings Beat Expectations, Stock Price Falls 30% Consecutively, Can AI Memory Chips Still Be Bought?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1041236214\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/e2a333e9d84c06e89a63420211f0f9bb);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">TradingKey </p>\n<p class=\"h-time\">2026-03-31 11:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p dir=\"ltr\"><span>TradingKey - Micron Technology (</span><span> MU</span><span> )'s recent stock price movement has become almost a microcosm of the shifting sentiment in the AI storage sector. Despite clearly robust earnings, the stock price has weakened steadily following the announcement, with a cumulative decline of nearly 30%. The market is beginning to re-examine the sustainability of this AI storage boom.</span></p><p dir=\"ltr\"><span>Yesterday (March 30), Micron Technology tumbled another 9.88%. The stock price has fallen continuously since the earnings report on March 18, reaching a cumulative decline of 30%. This downward trend in Micron's shares no longer resembles ordinary post-earnings profit-taking.</span></p><p dir=\"ltr\"><span>The earnings report released by the company on March 18 was undeniably strong. It showed second-quarter revenue reached $23.86 billion, nearly triple that of the same period last year. Furthermore, the revenue guidance for the third fiscal quarter was as high as $33.5 billion, significantly exceeding market expectations.</span></p><p dir=\"ltr\"><span>However, the stock price did not sustain its strength; instead, it has weakened consecutively since the earnings announcement, exhibiting a classic divergence where \"stronger performance leads to a falling share price.\"</span></p><p dir=\"ltr\"><img height=\"350\" src=\"https://resource.tradingkey.com/uploads/20260331/MU-3821b481e7fe490ca50d919bc0041f3f.png\" width=\"800\"/></p><h2 dir=\"ltr\"><b><strong>If the earnings were sound, then where does the problem lie?</strong></b></h2><p dir=\"ltr\"><span>From a fundamental perspective, Micron's earnings report was indeed stellar. Revenue, gross margin, EPS, and free cash flow all hit record highs in the second quarter. Management also projected third-quarter single-quarter revenue to levels unprecedented in the company's history.</span></p><p dir=\"ltr\"><span>More critically, revenue from DRAM, NAND, HBM, and various business units reached record highs, demonstrating that AI-driven storage demand is not merely a concept but is tangibly reflected in the financial statements. However, the market's concern is not whether \"this quarter was good,\" but rather \"how long this performance can last.\"</span></p><p dir=\"ltr\"><span>Following the earnings report, Reuters noted that Micron increased its capital expenditure for fiscal year 2026 by another $5 billion, pushing the total to over $25 billion. Moreover, spending is expected to continue rising in 2027, with construction-related expenditures projected to exceed last year's by more than $10 billion.</span></p><p dir=\"ltr\"><span>Investors see more than just simple capacity expansion; it is a direct signal that industry supply will eventually catch up, and the extreme shortages of the past may not be sustained indefinitely.</span></p><h2 dir=\"ltr\"><b><strong>The AI Thesis Persists, but the Market Is Recalculating the Duration of Memory Scarcity</strong></b></h2><p dir=\"ltr\"><span>A significant backdrop to this sell-off is the market's growing concern regarding the elasticity of AI memory demand. Over the past year, Micron has been viewed as one of the quintessential beneficiaries of the AI storage chain, as data center expansion drove up demand for HBM, DRAM, and NAND simultaneously.</span></p><p dir=\"ltr\"><span>However, recent compression technologies like Google's TurboQuant have prompted the market to reconsider: if model inference requires less memory, will the scarcity premium of storage chips be eroded? Such concerns are among the key catalysts for the recent decline in storage stocks.</span></p><p dir=\"ltr\"><span>Yet, this does not equate to a peak in AI demand; it is more like the market shifting from a focus on \"scarcity\" to \"validating the quality of demand.\"</span></p><p dir=\"ltr\"><span>Morgan Stanley believes that interpreting TurboQuant as a collapse in demand is premature. The real metrics to watch are whether AI capital expenditures continue to expand and whether data center storage procurement is still accelerating. In other words, the issue is not that AI no longer needs memory, but whether the market is willing to continue paying high valuations for \"higher memory unit prices\" and \"prolonged supply-demand tightness.\"</span></p><h2 dir=\"ltr\"><b><strong>Historical Trends Also Serve as a Reminder: For Micron, Strong Earnings Often Precede Price Corrections</strong></b></h2><p dir=\"ltr\"><span>Looking back at Micron's history, similar scripts are not unfamiliar. Micron's stock rose by over 240% in 2025 and surged more than 61% at one point this year; following such gains, pullbacks can occur very rapidly at the slightest softening of market expectations.</span></p><p dir=\"ltr\"><span>During this correction, Micron fell nearly 30% from the high set on March 18. Furthermore, it has declined in seven of the last eight trading days, erasing most of its year-to-date gains and leaving only 12%.</span></p><p dir=\"ltr\"><span>This is actually the most typical cyclical characteristic of the storage industry. When supply is tightest and profits are highest, the stock price often prices in optimistic expectations for a long period ahead. Once capacity expansion, capital expenditure, and depreciation start being magnified by market interpretation, the stock price tends to weaken ahead of the fundamentals.</span></p><p dir=\"ltr\"><span>Micron's current situation can be summarized as follows: earnings pushed \"current prosperity\" to an extreme high, but the market has begun trading on whether \"that prosperity can maintain the same pace,\" leading to the sustained drop in stock price.</span></p><h2 dir=\"ltr\"><b><strong>This Is More Like a Valuation Re-rating Than a Reversal of Industry Fundamentals</strong></b></h2><p dir=\"ltr\"><span>From a business perspective, Micron's AI story remains intact. In its earnings report, the company clearly stated that AI demand, structural supply constraints, and strong execution collectively drove this performance jump. Furthermore, management emphasized that memory has become a strategic asset in the AI era.</span></p><p dir=\"ltr\"><span>The business structure presented in the report is also clear: the cloud, core data center, mobile and client, and automotive and embedded businesses are all setting revenue records, indicating that growth is not being propped up by a single customer or a single product.</span></p><p dir=\"ltr\"><span>However, the capital markets look beyond mere business growth to whether that growth justifies a high valuation. When a stock has already experienced an exaggerated rally, the addition of concerns over capacity expansion, technological substitution, and cyclical reversion makes it easy for the share price to enter a re-pricing phase.</span></p><p dir=\"ltr\"><span>The core of Micron's current decline is not that the earnings report ruined the narrative, but that the market has begun to doubt whether the AI storage dividend is long-cycle and sustainable or highly cyclical and prone to retreat. While the final answer is not yet in, the stock price has already made a preliminary judgment for the market.</span></p><p>Find out more</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://resource.tradingkey.com/uploads/20260318/micron-f16675597b814e918668afb24c628c76.jpg","relate_stocks":{"IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","BK4588":"碎股","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","BK4605":"半导体精选","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0109392836.USD":"富兰克林科技股A","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. VL \"A\" (USD) ACC","BK4551":"寇图资本持仓","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2048586759.USD":"ALLIANZ SMART ENERGY \"AT\" (USD) ACC","BK4023":"应用软件","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4579":"人工智能","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4532":"文艺复兴科技持仓","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","BK4554":"元宇宙及AR概念","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","BK4543":"AI","BK4527":"明星科技股","BK4512":"苹果概念","BK4553":"喜马拉雅资本持仓","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","BK4141":"半导体产品","BK4585":"ETF&股票定投概念","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","BK4575":"芯片概念","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","BK4566":"资本集团","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","BK4587":"ChatGPT概念","MUD":"1倍做空MU ETF-Direxion","BK4528":"SaaS概念","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","MU":"美光科技","LU0056508442.USD":"贝莱德世界科技基金A2","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","MULL":"2倍做多MU ETF-GraniteShares","AIYY":"YIELDMAX AI OPTION INCOME STRATEGY ETF","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC"},"source_url":"https://www.tradingkey.com/analysis/stocks/us-stocks/261736108-micron-ai-memory-chips-stock-price-earnings-plummeted-buy-tradingkey","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2623374123","content_text":"TradingKey - Micron Technology ( MU )'s recent stock price movement has become almost a microcosm of the shifting sentiment in the AI storage sector. Despite clearly robust earnings, the stock price has weakened steadily following the announcement, with a cumulative decline of nearly 30%. The market is beginning to re-examine the sustainability of this AI storage boom.Yesterday (March 30), Micron Technology tumbled another 9.88%. The stock price has fallen continuously since the earnings report on March 18, reaching a cumulative decline of 30%. This downward trend in Micron's shares no longer resembles ordinary post-earnings profit-taking.The earnings report released by the company on March 18 was undeniably strong. It showed second-quarter revenue reached $23.86 billion, nearly triple that of the same period last year. Furthermore, the revenue guidance for the third fiscal quarter was as high as $33.5 billion, significantly exceeding market expectations.However, the stock price did not sustain its strength; instead, it has weakened consecutively since the earnings announcement, exhibiting a classic divergence where \"stronger performance leads to a falling share price.\"If the earnings were sound, then where does the problem lie?From a fundamental perspective, Micron's earnings report was indeed stellar. Revenue, gross margin, EPS, and free cash flow all hit record highs in the second quarter. Management also projected third-quarter single-quarter revenue to levels unprecedented in the company's history.More critically, revenue from DRAM, NAND, HBM, and various business units reached record highs, demonstrating that AI-driven storage demand is not merely a concept but is tangibly reflected in the financial statements. However, the market's concern is not whether \"this quarter was good,\" but rather \"how long this performance can last.\"Following the earnings report, Reuters noted that Micron increased its capital expenditure for fiscal year 2026 by another $5 billion, pushing the total to over $25 billion. Moreover, spending is expected to continue rising in 2027, with construction-related expenditures projected to exceed last year's by more than $10 billion.Investors see more than just simple capacity expansion; it is a direct signal that industry supply will eventually catch up, and the extreme shortages of the past may not be sustained indefinitely.The AI Thesis Persists, but the Market Is Recalculating the Duration of Memory ScarcityA significant backdrop to this sell-off is the market's growing concern regarding the elasticity of AI memory demand. Over the past year, Micron has been viewed as one of the quintessential beneficiaries of the AI storage chain, as data center expansion drove up demand for HBM, DRAM, and NAND simultaneously.However, recent compression technologies like Google's TurboQuant have prompted the market to reconsider: if model inference requires less memory, will the scarcity premium of storage chips be eroded? Such concerns are among the key catalysts for the recent decline in storage stocks.Yet, this does not equate to a peak in AI demand; it is more like the market shifting from a focus on \"scarcity\" to \"validating the quality of demand.\"Morgan Stanley believes that interpreting TurboQuant as a collapse in demand is premature. The real metrics to watch are whether AI capital expenditures continue to expand and whether data center storage procurement is still accelerating. In other words, the issue is not that AI no longer needs memory, but whether the market is willing to continue paying high valuations for \"higher memory unit prices\" and \"prolonged supply-demand tightness.\"Historical Trends Also Serve as a Reminder: For Micron, Strong Earnings Often Precede Price CorrectionsLooking back at Micron's history, similar scripts are not unfamiliar. Micron's stock rose by over 240% in 2025 and surged more than 61% at one point this year; following such gains, pullbacks can occur very rapidly at the slightest softening of market expectations.During this correction, Micron fell nearly 30% from the high set on March 18. Furthermore, it has declined in seven of the last eight trading days, erasing most of its year-to-date gains and leaving only 12%.This is actually the most typical cyclical characteristic of the storage industry. When supply is tightest and profits are highest, the stock price often prices in optimistic expectations for a long period ahead. Once capacity expansion, capital expenditure, and depreciation start being magnified by market interpretation, the stock price tends to weaken ahead of the fundamentals.Micron's current situation can be summarized as follows: earnings pushed \"current prosperity\" to an extreme high, but the market has begun trading on whether \"that prosperity can maintain the same pace,\" leading to the sustained drop in stock price.This Is More Like a Valuation Re-rating Than a Reversal of Industry FundamentalsFrom a business perspective, Micron's AI story remains intact. In its earnings report, the company clearly stated that AI demand, structural supply constraints, and strong execution collectively drove this performance jump. Furthermore, management emphasized that memory has become a strategic asset in the AI era.The business structure presented in the report is also clear: the cloud, core data center, mobile and client, and automotive and embedded businesses are all setting revenue records, indicating that growth is not being propped up by a single customer or a single product.However, the capital markets look beyond mere business growth to whether that growth justifies a high valuation. When a stock has already experienced an exaggerated rally, the addition of concerns over capacity expansion, technological substitution, and cyclical reversion makes it easy for the share price to enter a re-pricing phase.The core of Micron's current decline is not that the earnings report ruined the narrative, but that the market has begun to doubt whether the AI storage dividend is long-cycle and sustainable or highly cyclical and prone to retreat. While the final answer is not yet in, the stock price has already made a preliminary judgment for the market.Find out more","news_type":1,"symbols_score_info":{"AIYY":0.6,"MUD":0.6,"MU":1.98,"MULL":0.6}},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":544719711221432,"gmtCreate":1773999275937,"gmtModify":1774000293791,"author":{"id":"3584147000278545","authorId":"3584147000278545","name":"BenardTim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584147000278545","idStr":"3584147000278545"},"themes":[],"title":"","htmlText":"What is the ipo of djt","listText":"What is the ipo of djt","text":"What is the ipo of djt","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/544719711221432","repostId":"2620629888","repostType":2,"repost":{"id":"2620629888","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1773868980,"share":"https://ttm.financial/m/news/2620629888?lang=en_US&edition=fundamental","pubTime":"2026-03-19 05:23","market":"sh","language":"en","title":"DJT Stock Falls to All-Time Low -- WSJ","url":"https://stock-news.laohu8.com/highlight/detail?id=2620629888","media":"Dow Jones","summary":"Shares of Trump Media & Technology Group , which operates the president's Truth Social platform, fell 6.8% Wednesday to an all-time low of $9.13.In December the company announced it was merging with a nuclear fusion company and debuted five America First ETFs. Some of those haven't been doing that great either. The Truth Social American Next Frontiers ETF is down 1.6% year-to-date.The DJT price history goes back to 2021 and includes data from Digital World Acquisition Corp. before March 16, 2024, Dow Jones Market Data said.This item is part of a Wall Street Journal live coverage event. The full stream can be found by searching P/WSJL .","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n       By Heather Gillers \n</p>\n<p>\n     Shares of <a href=\"https://laohu8.com/S/DJT\">Trump Media</a> &amp; Technology Group (DJT), which operates the president's Truth Social platform, fell 6.8% Wednesday to an all-time low of $9.13. \n</p>\n<p>\n     In December the company announced it was merging with a nuclear fusion company and debuted five America First ETFs. Some of those haven't been doing that great either. The <a href=\"https://laohu8.com/S/TSNF\">Truth Social American Next Frontiers ETF</a> is down 1.6% year-to-date. \n</p>\n<p>\n     The DJT price history goes back to 2021 and includes data from <a href=\"https://laohu8.com/S/DWACU\">Digital World Acquisition Corp.</a> before March 16, 2024, Dow Jones Market Data said. \n</p>\n<p>\n       This item is part of a Wall Street Journal live coverage event. The full stream can be found by searching P/WSJL (WSJ Live Coverage). \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 18, 2026 17:23 ET (21:23 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>DJT Stock Falls to All-Time Low -- WSJ</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDJT Stock Falls to All-Time Low -- WSJ\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-03-19 05:23</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n       By Heather Gillers \n</p>\n<p>\n     Shares of <a href=\"https://laohu8.com/S/DJT\">Trump Media</a> &amp; Technology Group (DJT), which operates the president's Truth Social platform, fell 6.8% Wednesday to an all-time low of $9.13. \n</p>\n<p>\n     In December the company announced it was merging with a nuclear fusion company and debuted five America First ETFs. Some of those haven't been doing that great either. The <a href=\"https://laohu8.com/S/TSNF\">Truth Social American Next Frontiers ETF</a> is down 1.6% year-to-date. \n</p>\n<p>\n     The DJT price history goes back to 2021 and includes data from <a href=\"https://laohu8.com/S/DWACU\">Digital World Acquisition Corp.</a> before March 16, 2024, Dow Jones Market Data said. \n</p>\n<p>\n       This item is part of a Wall Street Journal live coverage event. The full stream can be found by searching P/WSJL (WSJ Live Coverage). \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 18, 2026 17:23 ET (21:23 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4516":"特朗普概念","BK4547":"WSB热门概念","DJT":"特朗普媒体科技集团","BK4588":"碎股","BK4585":"ETF&股票定投概念","BK4077":"互动媒体与服务","DJTU":"2倍做多DJT ETF-T-REX"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2620629888","content_text":"By Heather Gillers \n\n\n     Shares of Trump Media & Technology Group (DJT), which operates the president's Truth Social platform, fell 6.8% Wednesday to an all-time low of $9.13. \n\n\n     In December the company announced it was merging with a nuclear fusion company and debuted five America First ETFs. Some of those haven't been doing that great either. The Truth Social American Next Frontiers ETF is down 1.6% year-to-date. \n\n\n     The DJT price history goes back to 2021 and includes data from Digital World Acquisition Corp. before March 16, 2024, Dow Jones Market Data said. \n\n\n       This item is part of a Wall Street Journal live coverage event. The full stream can be found by searching P/WSJL (WSJ Live Coverage). \n\n\n  (END) Dow Jones Newswires\n\n\n  March 18, 2026 17:23 ET (21:23 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","news_type":1,"symbols_score_info":{"DJT":1.97,"DJTU":0.6}},"isVote":1,"tweetType":1,"viewCount":11,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004523841,"gmtCreate":1642640762396,"gmtModify":1676533730986,"author":{"id":"3584147000278545","authorId":"3584147000278545","name":"BenardTim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584147000278545","idStr":"3584147000278545"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MTGCF\">$Mapletree Commercial(MTGCF)$</a>ft your mobile&nbsp;","listText":"<a href=\"https://ttm.financial/S/MTGCF\">$Mapletree Commercial(MTGCF)$</a>ft your mobile&nbsp;","text":"$Mapletree Commercial(MTGCF)$ft your mobile","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004523841","repostId":"1170504758","repostType":2,"repost":{"id":"1170504758","kind":"news","pubTimestamp":1642636866,"share":"https://ttm.financial/m/news/1170504758?lang=en_US&edition=fundamental","pubTime":"2022-01-20 08:01","market":"us","language":"en","title":"Renewed Selling Pressure Predicted For Singapore Stock Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1170504758","media":"RTTNews","summary":"The Singapore stock market bounced higher again on Wednesday, one day after halting the eight-day wi","content":"<html><head></head><body><p>The Singapore stock market bounced higher again on Wednesday, one day after halting the eight-day winning streak in which it had advanced almost 125 points or 4 percent. The Straits Times Index now sits just above the 3,280-point plateau although it figures to head south again on Thursday.</p><p>The global forecast for the Asian markets suggests further consolidation as rising bond yields continue to hammer technology stocks - although support from crude oil may limit the downside. The European markets were up and the U.S. markets were down and the Asian markets figure to follow the latter lead.</p><p>The STI finished slightly higher on Wednesday following gains from the financials and mixed performances from the financials and properties.</p><p>For the day, the index added 3.90 points or 0.12 percent to finish at 3,283.94 after trading between 3,273.96 and 3,297.87. Volume was 1.34 billion shares worth 1.22 billion Singapore dollars. There were 267 decliners and 185 gainers.</p><p>Among the actives, CapitaLand Integrated Commercial Trust gained 0.50 percent, while City Developments lost 0.42 percent, Comfort DelGro and Hongkong Land both rallied 0.73 percent, Dairy Farm International soared 1.40 percent, DBS Group collected 0.03 percent, Keppel Corp climbed 0.57 percent, Mapletree Commercial Trust added 0.54 percent, Mapletree Logistics Trust advanced 0.56 percent, Oversea-Chinese Banking Corporation eased 0.16 percent, SATS sank 0.50 percent, SembCorp Industries surged 3.29 percent, Singapore Airlines rose 0.40 percent, Singapore Exchange perked 0.31 percent, Singapore Technologies Engineering was up 0.27 percent, United Overseas Bank dipped 0.30 percent, Wilmar International spiked 1.18 percent, Yangzijiang Shipbuilding jumped 0.76 percent and Genting Singapore, Ascendas REIT, Thai Beverage, SingTel and Singapore Press Holdings were unchanged.</p><p>The lead from Wall Street is broadly negative as the major averages were unable to hold on to early gains on Wednesday, bouncing back and forth across the unchanged line before finishing in the red for the second straight session.</p><p>For the day, the Dow tumbled 339.82 points or 0.96 percent to finish at 35,028.65, while the NASDAQ dropped 166.64 points or 1.15 percent to close at 14,340.25 and the S&amp;P 500 sank 44.35 points or 0.97 percent to end at 4.532.76.</p><p>The late slide on Wall Street came amid rising Treasury yields and worries over inflation and looming interest rate hikes after U.S. Treasury yields hit fresh two-year highs amid Fed rate hike expectations.</p><p>Most analysts believe a rate hike of at least 25 basis points from the FOMC is imminent, although some are now starting to think it may be a 50 bp boost.</p><p>In economic news, the Commerce Department said that U.S. homebuilding increased to a nine-month high in December amid a surge in multi-family housing projects.</p><p>Crude oil prices continued their recent upward surge on Wednesday, rising for the fifth straight day to a fresh seven-year high following supply issues in the Middle East. West Texas Intermediate for February contract jumped $1.22 or 1.43 percent to $86.65 per barrel.</p></body></html>","source":"lsy1626938412129","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Renewed Selling Pressure Predicted For Singapore Stock Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRenewed Selling Pressure Predicted For Singapore Stock Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-20 08:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.rttnews.com/3256024/renewed-selling-pressure-predicted-for-singapore-stock-market.aspx?type=acom><strong>RTTNews</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Singapore stock market bounced higher again on Wednesday, one day after halting the eight-day winning streak in which it had advanced almost 125 points or 4 percent. The Straits Times Index now ...</p>\n\n<a href=\"https://www.rttnews.com/3256024/renewed-selling-pressure-predicted-for-singapore-stock-market.aspx?type=acom\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.rttnews.com/3256024/renewed-selling-pressure-predicted-for-singapore-stock-market.aspx?type=acom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170504758","content_text":"The Singapore stock market bounced higher again on Wednesday, one day after halting the eight-day winning streak in which it had advanced almost 125 points or 4 percent. The Straits Times Index now sits just above the 3,280-point plateau although it figures to head south again on Thursday.The global forecast for the Asian markets suggests further consolidation as rising bond yields continue to hammer technology stocks - although support from crude oil may limit the downside. The European markets were up and the U.S. markets were down and the Asian markets figure to follow the latter lead.The STI finished slightly higher on Wednesday following gains from the financials and mixed performances from the financials and properties.For the day, the index added 3.90 points or 0.12 percent to finish at 3,283.94 after trading between 3,273.96 and 3,297.87. Volume was 1.34 billion shares worth 1.22 billion Singapore dollars. There were 267 decliners and 185 gainers.Among the actives, CapitaLand Integrated Commercial Trust gained 0.50 percent, while City Developments lost 0.42 percent, Comfort DelGro and Hongkong Land both rallied 0.73 percent, Dairy Farm International soared 1.40 percent, DBS Group collected 0.03 percent, Keppel Corp climbed 0.57 percent, Mapletree Commercial Trust added 0.54 percent, Mapletree Logistics Trust advanced 0.56 percent, Oversea-Chinese Banking Corporation eased 0.16 percent, SATS sank 0.50 percent, SembCorp Industries surged 3.29 percent, Singapore Airlines rose 0.40 percent, Singapore Exchange perked 0.31 percent, Singapore Technologies Engineering was up 0.27 percent, United Overseas Bank dipped 0.30 percent, Wilmar International spiked 1.18 percent, Yangzijiang Shipbuilding jumped 0.76 percent and Genting Singapore, Ascendas REIT, Thai Beverage, SingTel and Singapore Press Holdings were unchanged.The lead from Wall Street is broadly negative as the major averages were unable to hold on to early gains on Wednesday, bouncing back and forth across the unchanged line before finishing in the red for the second straight session.For the day, the Dow tumbled 339.82 points or 0.96 percent to finish at 35,028.65, while the NASDAQ dropped 166.64 points or 1.15 percent to close at 14,340.25 and the S&P 500 sank 44.35 points or 0.97 percent to end at 4.532.76.The late slide on Wall Street came amid rising Treasury yields and worries over inflation and looming interest rate hikes after U.S. Treasury yields hit fresh two-year highs amid Fed rate hike expectations.Most analysts believe a rate hike of at least 25 basis points from the FOMC is imminent, although some are now starting to think it may be a 50 bp boost.In economic news, the Commerce Department said that U.S. homebuilding increased to a nine-month high in December amid a surge in multi-family housing projects.Crude oil prices continued their recent upward surge on Wednesday, rising for the fifth straight day to a fresh seven-year high following supply issues in the Middle East. West Texas Intermediate for February contract jumped $1.22 or 1.43 percent to $86.65 per barrel.","news_type":1,"symbols_score_info":{"STI.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":1195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":548502396338496,"gmtCreate":1774936131009,"gmtModify":1774937517702,"author":{"id":"3584147000278545","authorId":"3584147000278545","name":"BenardTim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584147000278545","idStr":"3584147000278545"},"themes":[],"title":"","htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/548502396338496","repostId":"2623374123","repostType":2,"repost":{"id":"2623374123","kind":"highlight","weMediaInfo":{"introduction":"Your One-Stop Financial Markets Platform","home_visible":1,"media_name":"TradingKey","id":"1041236214","head_image":"https://community-static.tradeup.com/news/e2a333e9d84c06e89a63420211f0f9bb"},"pubTimestamp":1774928261,"share":"https://ttm.financial/m/news/2623374123?lang=en_US&edition=fundamental","pubTime":"2026-03-31 11:37","market":"sh","language":"en","title":"Micron Plunges 10%, Earnings Beat Expectations, Stock Price Falls 30% Consecutively, Can AI Memory Chips Still Be Bought?","url":"https://stock-news.laohu8.com/highlight/detail?id=2623374123","media":"TradingKey","summary":"TradingKey — Micron Technology’s (MU) recent stock price performance has become a microcosm of shifting sentiment within the AI memory sector. Despite reporting robust earnings, the stock has weakened steadily following the announcement, marking a cumulative decline of nearly 30%. The market is now ","content":"<html><body><p dir=\"ltr\"><span>TradingKey - Micron Technology (</span><span> MU</span><span> )'s recent stock price movement has become almost a microcosm of the shifting sentiment in the AI storage sector. Despite clearly robust earnings, the stock price has weakened steadily following the announcement, with a cumulative decline of nearly 30%. The market is beginning to re-examine the sustainability of this AI storage boom.</span></p><p dir=\"ltr\"><span>Yesterday (March 30), Micron Technology tumbled another 9.88%. The stock price has fallen continuously since the earnings report on March 18, reaching a cumulative decline of 30%. This downward trend in Micron's shares no longer resembles ordinary post-earnings profit-taking.</span></p><p dir=\"ltr\"><span>The earnings report released by the company on March 18 was undeniably strong. It showed second-quarter revenue reached $23.86 billion, nearly triple that of the same period last year. Furthermore, the revenue guidance for the third fiscal quarter was as high as $33.5 billion, significantly exceeding market expectations.</span></p><p dir=\"ltr\"><span>However, the stock price did not sustain its strength; instead, it has weakened consecutively since the earnings announcement, exhibiting a classic divergence where \"stronger performance leads to a falling share price.\"</span></p><p dir=\"ltr\"><img height=\"350\" src=\"https://resource.tradingkey.com/uploads/20260331/MU-3821b481e7fe490ca50d919bc0041f3f.png\" width=\"800\"/></p><h2 dir=\"ltr\"><b><strong>If the earnings were sound, then where does the problem lie?</strong></b></h2><p dir=\"ltr\"><span>From a fundamental perspective, Micron's earnings report was indeed stellar. Revenue, gross margin, EPS, and free cash flow all hit record highs in the second quarter. Management also projected third-quarter single-quarter revenue to levels unprecedented in the company's history.</span></p><p dir=\"ltr\"><span>More critically, revenue from DRAM, NAND, HBM, and various business units reached record highs, demonstrating that AI-driven storage demand is not merely a concept but is tangibly reflected in the financial statements. However, the market's concern is not whether \"this quarter was good,\" but rather \"how long this performance can last.\"</span></p><p dir=\"ltr\"><span>Following the earnings report, Reuters noted that Micron increased its capital expenditure for fiscal year 2026 by another $5 billion, pushing the total to over $25 billion. Moreover, spending is expected to continue rising in 2027, with construction-related expenditures projected to exceed last year's by more than $10 billion.</span></p><p dir=\"ltr\"><span>Investors see more than just simple capacity expansion; it is a direct signal that industry supply will eventually catch up, and the extreme shortages of the past may not be sustained indefinitely.</span></p><h2 dir=\"ltr\"><b><strong>The AI Thesis Persists, but the Market Is Recalculating the Duration of Memory Scarcity</strong></b></h2><p dir=\"ltr\"><span>A significant backdrop to this sell-off is the market's growing concern regarding the elasticity of AI memory demand. Over the past year, Micron has been viewed as one of the quintessential beneficiaries of the AI storage chain, as data center expansion drove up demand for HBM, DRAM, and NAND simultaneously.</span></p><p dir=\"ltr\"><span>However, recent compression technologies like Google's TurboQuant have prompted the market to reconsider: if model inference requires less memory, will the scarcity premium of storage chips be eroded? Such concerns are among the key catalysts for the recent decline in storage stocks.</span></p><p dir=\"ltr\"><span>Yet, this does not equate to a peak in AI demand; it is more like the market shifting from a focus on \"scarcity\" to \"validating the quality of demand.\"</span></p><p dir=\"ltr\"><span>Morgan Stanley believes that interpreting TurboQuant as a collapse in demand is premature. The real metrics to watch are whether AI capital expenditures continue to expand and whether data center storage procurement is still accelerating. In other words, the issue is not that AI no longer needs memory, but whether the market is willing to continue paying high valuations for \"higher memory unit prices\" and \"prolonged supply-demand tightness.\"</span></p><h2 dir=\"ltr\"><b><strong>Historical Trends Also Serve as a Reminder: For Micron, Strong Earnings Often Precede Price Corrections</strong></b></h2><p dir=\"ltr\"><span>Looking back at Micron's history, similar scripts are not unfamiliar. Micron's stock rose by over 240% in 2025 and surged more than 61% at one point this year; following such gains, pullbacks can occur very rapidly at the slightest softening of market expectations.</span></p><p dir=\"ltr\"><span>During this correction, Micron fell nearly 30% from the high set on March 18. Furthermore, it has declined in seven of the last eight trading days, erasing most of its year-to-date gains and leaving only 12%.</span></p><p dir=\"ltr\"><span>This is actually the most typical cyclical characteristic of the storage industry. When supply is tightest and profits are highest, the stock price often prices in optimistic expectations for a long period ahead. Once capacity expansion, capital expenditure, and depreciation start being magnified by market interpretation, the stock price tends to weaken ahead of the fundamentals.</span></p><p dir=\"ltr\"><span>Micron's current situation can be summarized as follows: earnings pushed \"current prosperity\" to an extreme high, but the market has begun trading on whether \"that prosperity can maintain the same pace,\" leading to the sustained drop in stock price.</span></p><h2 dir=\"ltr\"><b><strong>This Is More Like a Valuation Re-rating Than a Reversal of Industry Fundamentals</strong></b></h2><p dir=\"ltr\"><span>From a business perspective, Micron's AI story remains intact. In its earnings report, the company clearly stated that AI demand, structural supply constraints, and strong execution collectively drove this performance jump. Furthermore, management emphasized that memory has become a strategic asset in the AI era.</span></p><p dir=\"ltr\"><span>The business structure presented in the report is also clear: the cloud, core data center, mobile and client, and automotive and embedded businesses are all setting revenue records, indicating that growth is not being propped up by a single customer or a single product.</span></p><p dir=\"ltr\"><span>However, the capital markets look beyond mere business growth to whether that growth justifies a high valuation. When a stock has already experienced an exaggerated rally, the addition of concerns over capacity expansion, technological substitution, and cyclical reversion makes it easy for the share price to enter a re-pricing phase.</span></p><p dir=\"ltr\"><span>The core of Micron's current decline is not that the earnings report ruined the narrative, but that the market has begun to doubt whether the AI storage dividend is long-cycle and sustainable or highly cyclical and prone to retreat. While the final answer is not yet in, the stock price has already made a preliminary judgment for the market.</span></p><p>Find out more</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Micron Plunges 10%, Earnings Beat Expectations, Stock Price Falls 30% Consecutively, Can AI Memory Chips Still Be Bought?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicron Plunges 10%, Earnings Beat Expectations, Stock Price Falls 30% Consecutively, Can AI Memory Chips Still Be Bought?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1041236214\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/e2a333e9d84c06e89a63420211f0f9bb);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">TradingKey </p>\n<p class=\"h-time\">2026-03-31 11:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p dir=\"ltr\"><span>TradingKey - Micron Technology (</span><span> MU</span><span> )'s recent stock price movement has become almost a microcosm of the shifting sentiment in the AI storage sector. Despite clearly robust earnings, the stock price has weakened steadily following the announcement, with a cumulative decline of nearly 30%. The market is beginning to re-examine the sustainability of this AI storage boom.</span></p><p dir=\"ltr\"><span>Yesterday (March 30), Micron Technology tumbled another 9.88%. The stock price has fallen continuously since the earnings report on March 18, reaching a cumulative decline of 30%. This downward trend in Micron's shares no longer resembles ordinary post-earnings profit-taking.</span></p><p dir=\"ltr\"><span>The earnings report released by the company on March 18 was undeniably strong. It showed second-quarter revenue reached $23.86 billion, nearly triple that of the same period last year. Furthermore, the revenue guidance for the third fiscal quarter was as high as $33.5 billion, significantly exceeding market expectations.</span></p><p dir=\"ltr\"><span>However, the stock price did not sustain its strength; instead, it has weakened consecutively since the earnings announcement, exhibiting a classic divergence where \"stronger performance leads to a falling share price.\"</span></p><p dir=\"ltr\"><img height=\"350\" src=\"https://resource.tradingkey.com/uploads/20260331/MU-3821b481e7fe490ca50d919bc0041f3f.png\" width=\"800\"/></p><h2 dir=\"ltr\"><b><strong>If the earnings were sound, then where does the problem lie?</strong></b></h2><p dir=\"ltr\"><span>From a fundamental perspective, Micron's earnings report was indeed stellar. Revenue, gross margin, EPS, and free cash flow all hit record highs in the second quarter. Management also projected third-quarter single-quarter revenue to levels unprecedented in the company's history.</span></p><p dir=\"ltr\"><span>More critically, revenue from DRAM, NAND, HBM, and various business units reached record highs, demonstrating that AI-driven storage demand is not merely a concept but is tangibly reflected in the financial statements. However, the market's concern is not whether \"this quarter was good,\" but rather \"how long this performance can last.\"</span></p><p dir=\"ltr\"><span>Following the earnings report, Reuters noted that Micron increased its capital expenditure for fiscal year 2026 by another $5 billion, pushing the total to over $25 billion. Moreover, spending is expected to continue rising in 2027, with construction-related expenditures projected to exceed last year's by more than $10 billion.</span></p><p dir=\"ltr\"><span>Investors see more than just simple capacity expansion; it is a direct signal that industry supply will eventually catch up, and the extreme shortages of the past may not be sustained indefinitely.</span></p><h2 dir=\"ltr\"><b><strong>The AI Thesis Persists, but the Market Is Recalculating the Duration of Memory Scarcity</strong></b></h2><p dir=\"ltr\"><span>A significant backdrop to this sell-off is the market's growing concern regarding the elasticity of AI memory demand. Over the past year, Micron has been viewed as one of the quintessential beneficiaries of the AI storage chain, as data center expansion drove up demand for HBM, DRAM, and NAND simultaneously.</span></p><p dir=\"ltr\"><span>However, recent compression technologies like Google's TurboQuant have prompted the market to reconsider: if model inference requires less memory, will the scarcity premium of storage chips be eroded? Such concerns are among the key catalysts for the recent decline in storage stocks.</span></p><p dir=\"ltr\"><span>Yet, this does not equate to a peak in AI demand; it is more like the market shifting from a focus on \"scarcity\" to \"validating the quality of demand.\"</span></p><p dir=\"ltr\"><span>Morgan Stanley believes that interpreting TurboQuant as a collapse in demand is premature. The real metrics to watch are whether AI capital expenditures continue to expand and whether data center storage procurement is still accelerating. In other words, the issue is not that AI no longer needs memory, but whether the market is willing to continue paying high valuations for \"higher memory unit prices\" and \"prolonged supply-demand tightness.\"</span></p><h2 dir=\"ltr\"><b><strong>Historical Trends Also Serve as a Reminder: For Micron, Strong Earnings Often Precede Price Corrections</strong></b></h2><p dir=\"ltr\"><span>Looking back at Micron's history, similar scripts are not unfamiliar. Micron's stock rose by over 240% in 2025 and surged more than 61% at one point this year; following such gains, pullbacks can occur very rapidly at the slightest softening of market expectations.</span></p><p dir=\"ltr\"><span>During this correction, Micron fell nearly 30% from the high set on March 18. Furthermore, it has declined in seven of the last eight trading days, erasing most of its year-to-date gains and leaving only 12%.</span></p><p dir=\"ltr\"><span>This is actually the most typical cyclical characteristic of the storage industry. When supply is tightest and profits are highest, the stock price often prices in optimistic expectations for a long period ahead. Once capacity expansion, capital expenditure, and depreciation start being magnified by market interpretation, the stock price tends to weaken ahead of the fundamentals.</span></p><p dir=\"ltr\"><span>Micron's current situation can be summarized as follows: earnings pushed \"current prosperity\" to an extreme high, but the market has begun trading on whether \"that prosperity can maintain the same pace,\" leading to the sustained drop in stock price.</span></p><h2 dir=\"ltr\"><b><strong>This Is More Like a Valuation Re-rating Than a Reversal of Industry Fundamentals</strong></b></h2><p dir=\"ltr\"><span>From a business perspective, Micron's AI story remains intact. In its earnings report, the company clearly stated that AI demand, structural supply constraints, and strong execution collectively drove this performance jump. Furthermore, management emphasized that memory has become a strategic asset in the AI era.</span></p><p dir=\"ltr\"><span>The business structure presented in the report is also clear: the cloud, core data center, mobile and client, and automotive and embedded businesses are all setting revenue records, indicating that growth is not being propped up by a single customer or a single product.</span></p><p dir=\"ltr\"><span>However, the capital markets look beyond mere business growth to whether that growth justifies a high valuation. When a stock has already experienced an exaggerated rally, the addition of concerns over capacity expansion, technological substitution, and cyclical reversion makes it easy for the share price to enter a re-pricing phase.</span></p><p dir=\"ltr\"><span>The core of Micron's current decline is not that the earnings report ruined the narrative, but that the market has begun to doubt whether the AI storage dividend is long-cycle and sustainable or highly cyclical and prone to retreat. While the final answer is not yet in, the stock price has already made a preliminary judgment for the market.</span></p><p>Find out more</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://resource.tradingkey.com/uploads/20260318/micron-f16675597b814e918668afb24c628c76.jpg","relate_stocks":{"IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","BK4588":"碎股","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","BK4605":"半导体精选","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0109392836.USD":"富兰克林科技股A","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. VL \"A\" (USD) ACC","BK4551":"寇图资本持仓","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2048586759.USD":"ALLIANZ SMART ENERGY \"AT\" (USD) ACC","BK4023":"应用软件","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4579":"人工智能","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4532":"文艺复兴科技持仓","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","BK4554":"元宇宙及AR概念","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","BK4543":"AI","BK4527":"明星科技股","BK4512":"苹果概念","BK4553":"喜马拉雅资本持仓","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","BK4141":"半导体产品","BK4585":"ETF&股票定投概念","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","BK4575":"芯片概念","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","BK4566":"资本集团","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","BK4587":"ChatGPT概念","MUD":"1倍做空MU ETF-Direxion","BK4528":"SaaS概念","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","MU":"美光科技","LU0056508442.USD":"贝莱德世界科技基金A2","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","MULL":"2倍做多MU ETF-GraniteShares","AIYY":"YIELDMAX AI OPTION INCOME STRATEGY ETF","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC"},"source_url":"https://www.tradingkey.com/analysis/stocks/us-stocks/261736108-micron-ai-memory-chips-stock-price-earnings-plummeted-buy-tradingkey","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2623374123","content_text":"TradingKey - Micron Technology ( MU )'s recent stock price movement has become almost a microcosm of the shifting sentiment in the AI storage sector. Despite clearly robust earnings, the stock price has weakened steadily following the announcement, with a cumulative decline of nearly 30%. The market is beginning to re-examine the sustainability of this AI storage boom.Yesterday (March 30), Micron Technology tumbled another 9.88%. The stock price has fallen continuously since the earnings report on March 18, reaching a cumulative decline of 30%. This downward trend in Micron's shares no longer resembles ordinary post-earnings profit-taking.The earnings report released by the company on March 18 was undeniably strong. It showed second-quarter revenue reached $23.86 billion, nearly triple that of the same period last year. Furthermore, the revenue guidance for the third fiscal quarter was as high as $33.5 billion, significantly exceeding market expectations.However, the stock price did not sustain its strength; instead, it has weakened consecutively since the earnings announcement, exhibiting a classic divergence where \"stronger performance leads to a falling share price.\"If the earnings were sound, then where does the problem lie?From a fundamental perspective, Micron's earnings report was indeed stellar. Revenue, gross margin, EPS, and free cash flow all hit record highs in the second quarter. Management also projected third-quarter single-quarter revenue to levels unprecedented in the company's history.More critically, revenue from DRAM, NAND, HBM, and various business units reached record highs, demonstrating that AI-driven storage demand is not merely a concept but is tangibly reflected in the financial statements. However, the market's concern is not whether \"this quarter was good,\" but rather \"how long this performance can last.\"Following the earnings report, Reuters noted that Micron increased its capital expenditure for fiscal year 2026 by another $5 billion, pushing the total to over $25 billion. Moreover, spending is expected to continue rising in 2027, with construction-related expenditures projected to exceed last year's by more than $10 billion.Investors see more than just simple capacity expansion; it is a direct signal that industry supply will eventually catch up, and the extreme shortages of the past may not be sustained indefinitely.The AI Thesis Persists, but the Market Is Recalculating the Duration of Memory ScarcityA significant backdrop to this sell-off is the market's growing concern regarding the elasticity of AI memory demand. Over the past year, Micron has been viewed as one of the quintessential beneficiaries of the AI storage chain, as data center expansion drove up demand for HBM, DRAM, and NAND simultaneously.However, recent compression technologies like Google's TurboQuant have prompted the market to reconsider: if model inference requires less memory, will the scarcity premium of storage chips be eroded? Such concerns are among the key catalysts for the recent decline in storage stocks.Yet, this does not equate to a peak in AI demand; it is more like the market shifting from a focus on \"scarcity\" to \"validating the quality of demand.\"Morgan Stanley believes that interpreting TurboQuant as a collapse in demand is premature. The real metrics to watch are whether AI capital expenditures continue to expand and whether data center storage procurement is still accelerating. In other words, the issue is not that AI no longer needs memory, but whether the market is willing to continue paying high valuations for \"higher memory unit prices\" and \"prolonged supply-demand tightness.\"Historical Trends Also Serve as a Reminder: For Micron, Strong Earnings Often Precede Price CorrectionsLooking back at Micron's history, similar scripts are not unfamiliar. Micron's stock rose by over 240% in 2025 and surged more than 61% at one point this year; following such gains, pullbacks can occur very rapidly at the slightest softening of market expectations.During this correction, Micron fell nearly 30% from the high set on March 18. Furthermore, it has declined in seven of the last eight trading days, erasing most of its year-to-date gains and leaving only 12%.This is actually the most typical cyclical characteristic of the storage industry. When supply is tightest and profits are highest, the stock price often prices in optimistic expectations for a long period ahead. Once capacity expansion, capital expenditure, and depreciation start being magnified by market interpretation, the stock price tends to weaken ahead of the fundamentals.Micron's current situation can be summarized as follows: earnings pushed \"current prosperity\" to an extreme high, but the market has begun trading on whether \"that prosperity can maintain the same pace,\" leading to the sustained drop in stock price.This Is More Like a Valuation Re-rating Than a Reversal of Industry FundamentalsFrom a business perspective, Micron's AI story remains intact. In its earnings report, the company clearly stated that AI demand, structural supply constraints, and strong execution collectively drove this performance jump. Furthermore, management emphasized that memory has become a strategic asset in the AI era.The business structure presented in the report is also clear: the cloud, core data center, mobile and client, and automotive and embedded businesses are all setting revenue records, indicating that growth is not being propped up by a single customer or a single product.However, the capital markets look beyond mere business growth to whether that growth justifies a high valuation. When a stock has already experienced an exaggerated rally, the addition of concerns over capacity expansion, technological substitution, and cyclical reversion makes it easy for the share price to enter a re-pricing phase.The core of Micron's current decline is not that the earnings report ruined the narrative, but that the market has begun to doubt whether the AI storage dividend is long-cycle and sustainable or highly cyclical and prone to retreat. While the final answer is not yet in, the stock price has already made a preliminary judgment for the market.Find out more","news_type":1,"symbols_score_info":{"AIYY":0.6,"MUD":0.6,"MU":1.98,"MULL":0.6}},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004523841,"gmtCreate":1642640762396,"gmtModify":1676533730986,"author":{"id":"3584147000278545","authorId":"3584147000278545","name":"BenardTim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584147000278545","idStr":"3584147000278545"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MTGCF\">$Mapletree Commercial(MTGCF)$</a>ft your mobile&nbsp;","listText":"<a href=\"https://ttm.financial/S/MTGCF\">$Mapletree Commercial(MTGCF)$</a>ft your mobile&nbsp;","text":"$Mapletree Commercial(MTGCF)$ft your mobile","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004523841","repostId":"1170504758","repostType":2,"repost":{"id":"1170504758","kind":"news","pubTimestamp":1642636866,"share":"https://ttm.financial/m/news/1170504758?lang=en_US&edition=fundamental","pubTime":"2022-01-20 08:01","market":"us","language":"en","title":"Renewed Selling Pressure Predicted For Singapore Stock Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1170504758","media":"RTTNews","summary":"The Singapore stock market bounced higher again on Wednesday, one day after halting the eight-day wi","content":"<html><head></head><body><p>The Singapore stock market bounced higher again on Wednesday, one day after halting the eight-day winning streak in which it had advanced almost 125 points or 4 percent. The Straits Times Index now sits just above the 3,280-point plateau although it figures to head south again on Thursday.</p><p>The global forecast for the Asian markets suggests further consolidation as rising bond yields continue to hammer technology stocks - although support from crude oil may limit the downside. The European markets were up and the U.S. markets were down and the Asian markets figure to follow the latter lead.</p><p>The STI finished slightly higher on Wednesday following gains from the financials and mixed performances from the financials and properties.</p><p>For the day, the index added 3.90 points or 0.12 percent to finish at 3,283.94 after trading between 3,273.96 and 3,297.87. Volume was 1.34 billion shares worth 1.22 billion Singapore dollars. There were 267 decliners and 185 gainers.</p><p>Among the actives, CapitaLand Integrated Commercial Trust gained 0.50 percent, while City Developments lost 0.42 percent, Comfort DelGro and Hongkong Land both rallied 0.73 percent, Dairy Farm International soared 1.40 percent, DBS Group collected 0.03 percent, Keppel Corp climbed 0.57 percent, Mapletree Commercial Trust added 0.54 percent, Mapletree Logistics Trust advanced 0.56 percent, Oversea-Chinese Banking Corporation eased 0.16 percent, SATS sank 0.50 percent, SembCorp Industries surged 3.29 percent, Singapore Airlines rose 0.40 percent, Singapore Exchange perked 0.31 percent, Singapore Technologies Engineering was up 0.27 percent, United Overseas Bank dipped 0.30 percent, Wilmar International spiked 1.18 percent, Yangzijiang Shipbuilding jumped 0.76 percent and Genting Singapore, Ascendas REIT, Thai Beverage, SingTel and Singapore Press Holdings were unchanged.</p><p>The lead from Wall Street is broadly negative as the major averages were unable to hold on to early gains on Wednesday, bouncing back and forth across the unchanged line before finishing in the red for the second straight session.</p><p>For the day, the Dow tumbled 339.82 points or 0.96 percent to finish at 35,028.65, while the NASDAQ dropped 166.64 points or 1.15 percent to close at 14,340.25 and the S&amp;P 500 sank 44.35 points or 0.97 percent to end at 4.532.76.</p><p>The late slide on Wall Street came amid rising Treasury yields and worries over inflation and looming interest rate hikes after U.S. Treasury yields hit fresh two-year highs amid Fed rate hike expectations.</p><p>Most analysts believe a rate hike of at least 25 basis points from the FOMC is imminent, although some are now starting to think it may be a 50 bp boost.</p><p>In economic news, the Commerce Department said that U.S. homebuilding increased to a nine-month high in December amid a surge in multi-family housing projects.</p><p>Crude oil prices continued their recent upward surge on Wednesday, rising for the fifth straight day to a fresh seven-year high following supply issues in the Middle East. West Texas Intermediate for February contract jumped $1.22 or 1.43 percent to $86.65 per barrel.</p></body></html>","source":"lsy1626938412129","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Renewed Selling Pressure Predicted For Singapore Stock Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRenewed Selling Pressure Predicted For Singapore Stock Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-20 08:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.rttnews.com/3256024/renewed-selling-pressure-predicted-for-singapore-stock-market.aspx?type=acom><strong>RTTNews</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Singapore stock market bounced higher again on Wednesday, one day after halting the eight-day winning streak in which it had advanced almost 125 points or 4 percent. The Straits Times Index now ...</p>\n\n<a href=\"https://www.rttnews.com/3256024/renewed-selling-pressure-predicted-for-singapore-stock-market.aspx?type=acom\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.rttnews.com/3256024/renewed-selling-pressure-predicted-for-singapore-stock-market.aspx?type=acom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170504758","content_text":"The Singapore stock market bounced higher again on Wednesday, one day after halting the eight-day winning streak in which it had advanced almost 125 points or 4 percent. The Straits Times Index now sits just above the 3,280-point plateau although it figures to head south again on Thursday.The global forecast for the Asian markets suggests further consolidation as rising bond yields continue to hammer technology stocks - although support from crude oil may limit the downside. The European markets were up and the U.S. markets were down and the Asian markets figure to follow the latter lead.The STI finished slightly higher on Wednesday following gains from the financials and mixed performances from the financials and properties.For the day, the index added 3.90 points or 0.12 percent to finish at 3,283.94 after trading between 3,273.96 and 3,297.87. Volume was 1.34 billion shares worth 1.22 billion Singapore dollars. There were 267 decliners and 185 gainers.Among the actives, CapitaLand Integrated Commercial Trust gained 0.50 percent, while City Developments lost 0.42 percent, Comfort DelGro and Hongkong Land both rallied 0.73 percent, Dairy Farm International soared 1.40 percent, DBS Group collected 0.03 percent, Keppel Corp climbed 0.57 percent, Mapletree Commercial Trust added 0.54 percent, Mapletree Logistics Trust advanced 0.56 percent, Oversea-Chinese Banking Corporation eased 0.16 percent, SATS sank 0.50 percent, SembCorp Industries surged 3.29 percent, Singapore Airlines rose 0.40 percent, Singapore Exchange perked 0.31 percent, Singapore Technologies Engineering was up 0.27 percent, United Overseas Bank dipped 0.30 percent, Wilmar International spiked 1.18 percent, Yangzijiang Shipbuilding jumped 0.76 percent and Genting Singapore, Ascendas REIT, Thai Beverage, SingTel and Singapore Press Holdings were unchanged.The lead from Wall Street is broadly negative as the major averages were unable to hold on to early gains on Wednesday, bouncing back and forth across the unchanged line before finishing in the red for the second straight session.For the day, the Dow tumbled 339.82 points or 0.96 percent to finish at 35,028.65, while the NASDAQ dropped 166.64 points or 1.15 percent to close at 14,340.25 and the S&P 500 sank 44.35 points or 0.97 percent to end at 4.532.76.The late slide on Wall Street came amid rising Treasury yields and worries over inflation and looming interest rate hikes after U.S. Treasury yields hit fresh two-year highs amid Fed rate hike expectations.Most analysts believe a rate hike of at least 25 basis points from the FOMC is imminent, although some are now starting to think it may be a 50 bp boost.In economic news, the Commerce Department said that U.S. homebuilding increased to a nine-month high in December amid a surge in multi-family housing projects.Crude oil prices continued their recent upward surge on Wednesday, rising for the fifth straight day to a fresh seven-year high following supply issues in the Middle East. West Texas Intermediate for February contract jumped $1.22 or 1.43 percent to $86.65 per barrel.","news_type":1,"symbols_score_info":{"STI.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":1195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":544719711221432,"gmtCreate":1773999275937,"gmtModify":1774000293791,"author":{"id":"3584147000278545","authorId":"3584147000278545","name":"BenardTim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584147000278545","idStr":"3584147000278545"},"themes":[],"title":"","htmlText":"What is the ipo of djt","listText":"What is the ipo of djt","text":"What is the ipo of djt","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/544719711221432","repostId":"2620629888","repostType":2,"repost":{"id":"2620629888","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1773868980,"share":"https://ttm.financial/m/news/2620629888?lang=en_US&edition=fundamental","pubTime":"2026-03-19 05:23","market":"sh","language":"en","title":"DJT Stock Falls to All-Time Low -- WSJ","url":"https://stock-news.laohu8.com/highlight/detail?id=2620629888","media":"Dow Jones","summary":"Shares of Trump Media & Technology Group , which operates the president's Truth Social platform, fell 6.8% Wednesday to an all-time low of $9.13.In December the company announced it was merging with a nuclear fusion company and debuted five America First ETFs. Some of those haven't been doing that great either. The Truth Social American Next Frontiers ETF is down 1.6% year-to-date.The DJT price history goes back to 2021 and includes data from Digital World Acquisition Corp. before March 16, 2024, Dow Jones Market Data said.This item is part of a Wall Street Journal live coverage event. The full stream can be found by searching P/WSJL .","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n       By Heather Gillers \n</p>\n<p>\n     Shares of <a href=\"https://laohu8.com/S/DJT\">Trump Media</a> &amp; Technology Group (DJT), which operates the president's Truth Social platform, fell 6.8% Wednesday to an all-time low of $9.13. \n</p>\n<p>\n     In December the company announced it was merging with a nuclear fusion company and debuted five America First ETFs. Some of those haven't been doing that great either. The <a href=\"https://laohu8.com/S/TSNF\">Truth Social American Next Frontiers ETF</a> is down 1.6% year-to-date. \n</p>\n<p>\n     The DJT price history goes back to 2021 and includes data from <a href=\"https://laohu8.com/S/DWACU\">Digital World Acquisition Corp.</a> before March 16, 2024, Dow Jones Market Data said. \n</p>\n<p>\n       This item is part of a Wall Street Journal live coverage event. The full stream can be found by searching P/WSJL (WSJ Live Coverage). \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 18, 2026 17:23 ET (21:23 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>DJT Stock Falls to All-Time Low -- WSJ</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDJT Stock Falls to All-Time Low -- WSJ\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-03-19 05:23</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n       By Heather Gillers \n</p>\n<p>\n     Shares of <a href=\"https://laohu8.com/S/DJT\">Trump Media</a> &amp; Technology Group (DJT), which operates the president's Truth Social platform, fell 6.8% Wednesday to an all-time low of $9.13. \n</p>\n<p>\n     In December the company announced it was merging with a nuclear fusion company and debuted five America First ETFs. Some of those haven't been doing that great either. The <a href=\"https://laohu8.com/S/TSNF\">Truth Social American Next Frontiers ETF</a> is down 1.6% year-to-date. \n</p>\n<p>\n     The DJT price history goes back to 2021 and includes data from <a href=\"https://laohu8.com/S/DWACU\">Digital World Acquisition Corp.</a> before March 16, 2024, Dow Jones Market Data said. \n</p>\n<p>\n       This item is part of a Wall Street Journal live coverage event. The full stream can be found by searching P/WSJL (WSJ Live Coverage). \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 18, 2026 17:23 ET (21:23 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4516":"特朗普概念","BK4547":"WSB热门概念","DJT":"特朗普媒体科技集团","BK4588":"碎股","BK4585":"ETF&股票定投概念","BK4077":"互动媒体与服务","DJTU":"2倍做多DJT ETF-T-REX"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2620629888","content_text":"By Heather Gillers \n\n\n     Shares of Trump Media & Technology Group (DJT), which operates the president's Truth Social platform, fell 6.8% Wednesday to an all-time low of $9.13. \n\n\n     In December the company announced it was merging with a nuclear fusion company and debuted five America First ETFs. Some of those haven't been doing that great either. The Truth Social American Next Frontiers ETF is down 1.6% year-to-date. \n\n\n     The DJT price history goes back to 2021 and includes data from Digital World Acquisition Corp. before March 16, 2024, Dow Jones Market Data said. \n\n\n       This item is part of a Wall Street Journal live coverage event. The full stream can be found by searching P/WSJL (WSJ Live Coverage). \n\n\n  (END) Dow Jones Newswires\n\n\n  March 18, 2026 17:23 ET (21:23 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","news_type":1,"symbols_score_info":{"DJT":1.97,"DJTU":0.6}},"isVote":1,"tweetType":1,"viewCount":11,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}