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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 $6.1 billion in grants from the Commerce Department to help pay for domestic factory projects, part of an effort to bring semiconductor production back to American soil. 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Stocks Reverse Early Gains, Micron Drops 3% as Trump Administration Plans New Semiconductor Tariffs","url":"https://stock-news.laohu8.com/highlight/detail?id=2662084031","media":"TradingKey","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662084031?lang=en_us&edition=fundamental","pubTime":"2026-08-28 00:02","pubTimestamp":1787846571,"startTime":"0","endTime":"0","summary":"The Trump administration is considering launching a new round of broad semiconductor tariffs, potentially expanding the scope from chips themselves to chip-containing products such as laptops, gaming consoles, and data center servers. The core contradiction of this policy is that while the U.S. seeks to drive the reshoring of semiconductor manufacturing, it simultaneously relies heavily on imported high-end chips to build AI data centers. 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Says Memory Is a Key Constraint. What It Means for Micron Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2662089873","media":"TIPRANKS","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662089873?lang=en_us&edition=fundamental","pubTime":"2026-08-27 22:53","pubTimestamp":1787842421,"startTime":"0","endTime":"0","summary":"Micron Technology ($MU) stock is in focus after Nvidia ($NVDA) said memory supply is now a key limit on its AI growth. 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Micron Stock is Getting a Boost from Nvidia's Memory Price Warning","url":"https://stock-news.laohu8.com/highlight/detail?id=2662707970","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662707970?lang=en_us&edition=fundamental","pubTime":"2026-08-27 20:29","pubTimestamp":1787833740,"startTime":"0","endTime":"0","summary":"Nvidia thinks the price of memory chips is outrageous-and it's still willing to pay it. That's great news for Micron Technology and its peers.Micron shares were up 4.1% in premarket trading Thursday. 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Equities Roundup: Market Talk","url":"https://stock-news.laohu8.com/highlight/detail?id=2662709464","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662709464?lang=en_us&edition=fundamental","pubTime":"2026-08-27 19:01","pubTimestamp":1787828460,"startTime":"0","endTime":"0","summary":"The latest Market Talks covering Equities. Published exclusively on Dow Jones Newswires throughout the day.1101 GMT - Equinor shares have performed very strongly this year and the risk-reward ratio 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Stocks AMD, NVDA, Micron, and Broadcom Are Rising in Pre-Market Today. What’s Driving the Rally, August 27?","url":"https://stock-news.laohu8.com/highlight/detail?id=2662477754","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662477754?lang=en_us&edition=fundamental","pubTime":"2026-08-27 17:16","pubTimestamp":1787822190,"startTime":"0","endTime":"0","summary":"Semiconductor stocks AMD ($AMD), Micron ($MU), SanDisk ($SNDK) and Broadcom ($AVGO) are rising today as investors react to Nvidia’s ($NVDA) latest 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Futures Buoyed by Nvidia Earnings, Software as Oil Falls","url":"https://stock-news.laohu8.com/highlight/detail?id=2662425774","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662425774?lang=en_us&edition=fundamental","pubTime":"2026-08-27 16:46","pubTimestamp":1787820360,"startTime":"0","endTime":"0","summary":"U.S. technology futures jumped in early European trade after Nvidia's bumper earnings forecast renewed optimism around artificial-intelligence stocks, while software earnings quieted investor 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