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However, Big Tech stocks like Microsoft and Meta have dropped in the last year as those companies pour billions of dollars into building AI infrastructure.The semiconductor industry accounts for nearly a third of the S&P 500’s market value, according to Stifel, an investment bank. Chip and tech hardware stocks account for nearly 45% of the Nasdaq 100’s.The Micron Technology offices in San Jose, California, US, on Thursday, April 18, 2024. Micron Technology Inc., the largest US maker of computer-memory chips, is poised to get $6.1 billion in grants from the Commerce Department to help pay for domestic factory projects, part of an effort to bring semiconductor production back to American soil. 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Alleviates Some AI Concerns","url":"https://stock-news.laohu8.com/highlight/detail?id=2662084254","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662084254?lang=en_us&edition=fundamental","pubTime":"2026-08-28 00:54","pubTimestamp":1787849640,"startTime":"0","endTime":"0","summary":"1254 ET - Salesforce investors are breathing a sigh of relief after the company gave further evidence it can actually benefit from AI, Deutsche Bank analysts say in a note. Half of Agentforce bookings in the second quarter came from customers replenishing consumed credits. That suggests that deployments are increasingly generating recurring revenue as customers realize value, the analysts say. Additionally, a deeper relationship with Anthropic helps alleviate concerns that frontier models will diminish the need for Salesforce, instead positioning its data, applications, and governance as the foundation through which customers access those models, they say. \"These datapoints do not fully resolve questions around scaled monetization,\" the analysts say, \"but provide credible evidence against investor concerns.\"Shares climb 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to pay GBP 260M to settle UK app developers’ lawsuit, Reuters reports","url":"https://stock-news.laohu8.com/highlight/detail?id=2662084755","media":"TIPRANKS","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662084755?lang=en_us&edition=fundamental","pubTime":"2026-08-28 00:50","pubTimestamp":1787849426,"startTime":"0","endTime":"0","summary":"Google (GOOGL) has agreed to a GBP 260M settlement with UK app developers over alleged Play Store anticompetitive practices, avoiding a trial, 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Seen with Acceleration Ahead","url":"https://stock-news.laohu8.com/highlight/detail?id=2662508440","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662508440?lang=en_us&edition=fundamental","pubTime":"2026-08-28 00:50","pubTimestamp":1787849400,"startTime":"0","endTime":"0","summary":"1250 ET - Salesforce's latest quarterly results provide the clearest sign yet that the software company's organic revenue growth has troughed, Deutsche Bank analysts say in a note. The company now looks like it's working its way up, with a clearer path for reacceleration in the second half of the year, they say. The analysts say they are increasingly confident in Salesforce's ability to accelerate given a combination of particularly strong growth in net new average order value in the first half of the year, as well as Slack's fastest quarterly net new AOV since its acquisition. 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Nvidia carries a 2.53% weight 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