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rally is disguising a massive slump in tech stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2662408746","media":"CNN Business","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662408746?lang=en_us&edition=fundamental","pubTime":"2026-08-28 01:41","pubTimestamp":1787852461,"startTime":"0","endTime":"0","summary":"Big Tech, once the market leader, is being overshadowed by gains from the new stars of the artificial intelligence boom: semiconductor chipmakers.Shares in semiconductor companies such as Intel continue to surge, benefitting from their role in the supply chain for the AI buildout. 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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Holdings Inc Stock (PDD) Moved Down by 3.37% on Aug 27: What Investors Need To Know","url":"https://stock-news.laohu8.com/highlight/detail?id=2662084030","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662084030?lang=en_us&edition=fundamental","pubTime":"2026-08-28 00:15","pubTimestamp":1787847327,"startTime":"0","endTime":"0","summary":"• PDD Holdings reported slower revenue growth and contracting net income due to higher expenses.\n• Global expansion faces regulatory friction, tariff rules, and rising cross-border fulfillment costs.\n• Technical indicators show neutral MACD and RSI levels, with Williams %R indicating oversold 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Stocks Reverse Early Gains, Micron Drops 3% as Trump Administration Plans New Semiconductor Tariffs","url":"https://stock-news.laohu8.com/highlight/detail?id=2662084031","media":"TradingKey","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662084031?lang=en_us&edition=fundamental","pubTime":"2026-08-28 00:02","pubTimestamp":1787846571,"startTime":"0","endTime":"0","summary":"The Trump administration is considering launching a new round of broad semiconductor tariffs, potentially expanding the scope from chips themselves to chip-containing products such as laptops, gaming consoles, and data center servers. The core contradiction of this policy is that while the U.S. seeks to drive the reshoring of semiconductor manufacturing, it simultaneously relies heavily on imported high-end chips to build AI data centers. If the scope of exemptions is narrowed, both the costs and uncertainties of AI infrastructure investments could 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Salesforce, Marvell, Veeva, Okta, Hormel, and More Stocks That Explain Today's Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2662089685","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662089685?lang=en_us&edition=fundamental","pubTime":"2026-08-27 23:07","pubTimestamp":1787843220,"startTime":"0","endTime":"0","summary":"Stocks rallied Thursday as a batch of stellar tech earnings reports, including one from Nvidia, revived the artificial-intelligence trade.Nvidia shares rose 7.7% after the chip maker's second-quarter 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Says Memory Is a Key Constraint. What It Means for Micron Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2662089873","media":"TIPRANKS","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662089873?lang=en_us&edition=fundamental","pubTime":"2026-08-27 22:53","pubTimestamp":1787842421,"startTime":"0","endTime":"0","summary":"Micron Technology ($MU) stock is in focus after Nvidia ($NVDA) said memory supply is now a key limit on its AI growth. Micron shares rose in 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Markets-BofA Clients Sell US Equities for First Time in Eight Weeks","url":"https://stock-news.laohu8.com/highlight/detail?id=2662855770","media":"Reuters","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662855770?lang=en_us&edition=fundamental","pubTime":"2026-08-27 22:14","pubTimestamp":1787840046,"startTime":"0","endTime":"0","summary":"LIVE MARKETS-BofA clients sell US equities for first time in eight weeksNasdaq up ~1%, S&P 500 gains, Dow slipsTech sole S&P 500 sector gainer; Industrials weakest groupEuro STOXX 600 index off 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