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Apple and Microsoft Stocks are Missing Out on Today's Bumper Tech Rally","url":"https://stock-news.laohu8.com/highlight/detail?id=2662033497","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662033497?lang=en_us&edition=fundamental","pubTime":"2026-08-27 18:09","pubTimestamp":1787825340,"startTime":"0","endTime":"0","summary":"The tech sector looks set for an everything rally Thursday. Well, almost everything.Nvidia's blowout earnings and a flurry of encouraging results from software companies, including Salesforce and Okta, have reignited the artificial-intelligence trade.But some of the biggest U.S. tech companies were set to miss out. Apple and Microsoft were both down more than 1%, while Alphabet, Amazon, and Meta Platforms were all down less than 0.5%. Those aren't huge moves, but they are notable on a day when Nvidia is jumping more than 7%.Apple stock has been seen as an anti-AI play in recent months. That's all very well when the AI trade falters-the company surpassed Nvidia as the world's most valuable company temporarily last month. But means it's likely to miss out on days like today. Other stocks in the so-called Magnificent Seven group of megacaps, including Microsoft and Alphabet, have also appeared to be more defensive plays at times.Investors have frequently rotated from software into chips, 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