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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 $6.1 billion in grants from the Commerce Department to help pay for domestic factory projects, part of an effort to bring semiconductor production back to American soil. Photographer: 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The core contradiction of this policy is that while the U.S. seeks to drive the reshoring of semiconductor manufacturing, it simultaneously relies heavily on imported high-end chips to build AI data centers. 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Stock Offloaded by Cathie Wood's ARK. She's Investing in These AI Chip Rivals.","url":"https://stock-news.laohu8.com/highlight/detail?id=2662089934","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662089934?lang=en_us&edition=fundamental","pubTime":"2026-08-27 23:08","pubTimestamp":1787843280,"startTime":"0","endTime":"0","summary":"Advanced Micro Devices looks to be falling out of favor with prominent technology investor Cathie Wood. And its chip peers Broadcom and Cerebras Systems are the favored replacement.Wood's ARK Invest 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Says Memory Is a Key Constraint. What It Means for Micron Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2662089873","media":"TIPRANKS","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662089873?lang=en_us&edition=fundamental","pubTime":"2026-08-27 22:53","pubTimestamp":1787842421,"startTime":"0","endTime":"0","summary":"Micron Technology ($MU) stock is in focus after Nvidia ($NVDA) said memory supply is now a key limit on its AI growth. 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Inc Stock (AVGO) Moved Up by 3.33% on Aug 27: Drivers Behind the Movement","url":"https://stock-news.laohu8.com/highlight/detail?id=2662086177","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662086177?lang=en_us&edition=fundamental","pubTime":"2026-08-27 22:15","pubTimestamp":1787840127,"startTime":"0","endTime":"0","summary":"• Broadcom shares rose due to AI sector enthusiasm and custom silicon demand.\n• Latest annual revenue reached $63.89B with a net profit of $23.13B.\n• Analysts rate the stock a Buy with an average target of 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Expands Broadcom Alliance With VMware Cloud Foundation Services","url":"https://stock-news.laohu8.com/highlight/detail?id=2662836980","media":"MT Newswires Live","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662836980?lang=en_us&edition=fundamental","pubTime":"2026-08-27 21:40","pubTimestamp":1787838025,"startTime":"0","endTime":"0","summary":"Kyndryl  has expanded its Broadcom  alliance to provide  consulting services for VMware Cloud Foundation, bringing cloud-like speed, automation and developer experience to private and hybrid cloud environments, Kyndryl said Thursday.Under the expanded collaboration, the companies will invest in training several thousand Kyndryl consultants, architects and delivery specialists on VMware Cloud Foundation and agentic workflows, Kyndryl said.The collaboration combines VMware Cloud Foundation's private cloud features with Kyndryl's managed services, Kyndryl said.Kyndryl and Broadcom shares were up 2% and 3%, 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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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