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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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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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500 Top and Bottom Performing Stocks at About 12:00 P.m. EDT","url":"https://stock-news.laohu8.com/highlight/detail?id=2662112081","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662112081?lang=en_us&edition=fundamental","pubTime":"2026-08-28 00:00","pubTimestamp":1787846415,"startTime":"0","endTime":"0","summary":"BUZZ - S&P 500 top and bottom performing stocks at about 12:00 p.m. EDTS&P 500.SPXTop PerformersPercent ChangeSalesforce, Inc.CRM.N+19.0%CrowdStrike Holdings, Inc.CRWD.OQ+17.6%Veeva Systems Inc.VEEV.N+16.6%Palo Alto Networks, Inc.PANW.OQ+11.7%Synopsys, Inc.SNPS.OQ+11.4%Bottom PerformersPercent ChangeHormel Foods CorpHRL.N-8.6%Moderna IncMRNA.OQ-7.1%HP IncHPQ.N-5.9%Best Buy Co., Inc.BBY.N-4.4%Tapestry, Inc.TPR.N-4.0%As of 12:00 p.m., the S&P 500.SPXgained 48.19 points, or 0.63%, to 7,724.03 and had posted 10 new 52-week highs and 6 new 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Hurt by Falling PC Shipments. 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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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margins.","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.benzinga.com/trading-ideas/movers/26/08/61459153/memory-inflation-is-coming-for-hps-margins-q4-could-mark-the-bottom","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport,express","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0306807586.USD","RGLO","LU0225771236.USD","DECU","JOYT","GXDW","LU0162691827.USD","LU0072461881.USD","VOTE","LU0306806265.USD","VGFPF","LU0006061336.USD","BK4585","BK4588","HPQ","WLDR","LU0985481810.HKD","LU0321505439.SGD","LU0321505868.SGD","BK4533","BK4170","LU0225284248.USD","LU1144417596.USD","FEBU","PMDE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662707970","title":"Why Micron Stock is Getting a Boost from Nvidia's Memory Price 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