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Will the AI Bubble Burst? History Says not Anytime Soon.","url":"https://stock-news.laohu8.com/highlight/detail?id=2662278082","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662278082?lang=en_us&edition=fundamental","pubTime":"2026-08-28 01:46","pubTimestamp":1787852760,"startTime":"0","endTime":"0","summary":"When it comes to a capital spending bubble, the trick isn't dancing when the music is playing, but knowing when it's time to sit down. As summer turns to fall, investors should keep on dancing to the 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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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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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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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