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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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conformity.","market":"us","thumbnail":"data:image/svg+xml,%3Csvg%20xmlns='http://www.w3.org/2000/svg'%20viewBox='0%200%20480%20270'%3E%3C/svg%3E","type":0,"news_type":0,"thumbnails":["data:image/svg+xml,%3Csvg%20xmlns='http://www.w3.org/2000/svg'%20viewBox='0%200%20480%20270'%3E%3C/svg%3E"],"rights":{"source":"cnevpost_highlight","url":"https://cnevpost.com/2026/08/27/china-launches-yearlong-auto-quality-campaign/","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://cnevpost.com/2026/08/27/china-launches-yearlong-auto-quality-campaign/","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"cnevpost_highlight","symbols":["BK4585","BK4574","BK4548","09973","EVS.SI","XPEV","BK4504","NIOG","LU0052750758.USD","LU0708995583.HKD","09866","BK4532","BK4551","LU0320764599.SGD","BK4526","BK4588","BK4555","BK4099","BK1119","BK4531","BK4509","NIO","BK4534","BK4581","BK4505","XPEG","NIO.SI","09868"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662706957","title":"Microsoft Stock Leads 3 AI Infrastructure Picks Retail Investors Are Watching","url":"https://stock-news.laohu8.com/highlight/detail?id=2662706957","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662706957?lang=en_us&edition=fundamental","pubTime":"2026-08-27 17:36","pubTimestamp":1787823370,"startTime":"0","endTime":"0","summary":"US non defense capital goods orders recently beat expectations, with commentary pointing to continued business investment demand in AI related sectors. That hints at real money flowing into the infrastructure behind tools like ChatGPT. Investors looking at the AI Stocks screener are effectively fishing where capital is already being deployed. This article walks through 3 stocks from the screener that show how different parts of the AI chain are being built.\nThe three stocks in focus below 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Sets Launch Event for Sept. 9. 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HK Shares Climb Most in 4-1/2 Months on HK/US Dual Primary Listing","url":"https://stock-news.laohu8.com/highlight/detail?id=2662972295","media":"Reuters","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662972295?lang=en_us&edition=fundamental","pubTime":"2026-08-27 11:28","pubTimestamp":1787801330,"startTime":"0","endTime":"0","summary":"BUZZ-Baidu HK shares climb most in 4-1/2 months on HK/US dual primary listing** Hong Kong shares of China's Baidu Inc9888.HKclimb 6.8% to HK$97.1, on course for the biggest one-day pct decline since April 16** Stock touches the highest level since August 18 in the third straight rising session** Second biggest pct gainer in both the benchmark Hang Seng Index.HSIand Hang Seng TECH Index.HSTECH, which are down 0.5% and up 0.1% respectively** U.S.-listed sharesBIDU.Oslid 0.2% on Wednesday** Baidu said voluntary conversion of its secondary listing status to primary listing on the Hong Kong Stock Exchange will become effective on September 1, and the company will become dual primary listed on the Hong Kong Stock Exchange and Nasdaq** YTD, Hong Kong stock down 26.7%, U.S.-listed shares down 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Demand Lifts Apple as iPhone 17 Tops Global Sales Rankings","url":"https://stock-news.laohu8.com/highlight/detail?id=2662724132","media":"Dow Jones","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662724132?lang=en_us&edition=fundamental","pubTime":"2026-08-27 10:38","pubTimestamp":1787798280,"startTime":"0","endTime":"0","summary":"0238 GMT - Apple's strong iPhone 17 lineup is expected to help it maintain momentum in key markets as consumers continue gravitating toward premium smartphones, according to Counterpoint Research. The research firm says the iPhone 17 was the world's best-selling smartphone in 2Q, capturing 6% of global sales, while the iPhone 17 Pro Max and iPhone 17 Pro ranked second and third, respectively. Apple's smartphone sales rose 5% on year despite an 11% decline in the overall market, supported by growth in India, Japan, the Middle East and Africa. Counterpoint says the global top 10 smartphone models accounted for 26% of worldwide sales, as brands focused on flagship and core devices amid memory 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