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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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Chief Responds to Bill Gates's AI Warning","url":"https://stock-news.laohu8.com/highlight/detail?id=2662082860","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662082860?lang=en_us&edition=fundamental","pubTime":"2026-08-28 01:12","pubTimestamp":1787850720,"startTime":"0","endTime":"0","summary":"Jensen Huang has responded to Bill Gates's criticism of big tech for barreling into artificial intelligence without a plan to manage the upheaval it could cause in its wake. In an interview with Fox Business Network, Huang said, \"I see things very differently than he does.\"Gates took aim at the lack of a transition plan into the AI era in a 5,784-word essay, focusing on the impacts to both blue- and white-collar jobs without a robust safety net in place. \"Of course, there are jobs that will be changed,\" Huang said. \"If you go back and look at history, when technology, revolutionary technology comes along, incredible advances come along.\"Huang held firm to his prediction that AI would be a boon for jobs overall, despite also disrupting jobs across the board. \"Overall, this is going to be a net job creator at a scale that we have never seen,\" he said. \"I love the heck out of Bill, but I don't see what he 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Margin Guidance Reset Seen as Trade-Off","url":"https://stock-news.laohu8.com/highlight/detail?id=2662084040","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662084040?lang=en_us&edition=fundamental","pubTime":"2026-08-28 01:04","pubTimestamp":1787850240,"startTime":"0","endTime":"0","summary":"1303 ET - While Nvidia's decision to reset expectations for its gross margins is a negative, it shouldn't dramatically impact earnings and reflects a conscious trade-off for the company, Benchmark analyst Cody Acree writes in a note. 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Hynix Stock Forecast: $4 Billion US HBM Packaging Plant for Tariff Access, Will Shares Recover?","url":"https://stock-news.laohu8.com/highlight/detail?id=2662084059","media":"TradingKey","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662084059?lang=en_us&edition=fundamental","pubTime":"2026-08-28 00:54","pubTimestamp":1787849660,"startTime":"0","endTime":"0","summary":"On August 27, Eastern Time, SK Hynix ADR (SKHY) held a groundbreaking ceremony for its advanced packaging facility in West Lafayette, Indiana, officially launching the project valued at over $4 billion. 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Stocks Reverse Early Gains, Micron Drops 3% as Trump Administration Plans New Semiconductor Tariffs","url":"https://stock-news.laohu8.com/highlight/detail?id=2662084031","media":"TradingKey","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662084031?lang=en_us&edition=fundamental","pubTime":"2026-08-28 00:02","pubTimestamp":1787846571,"startTime":"0","endTime":"0","summary":"The Trump administration is considering launching a new round of broad semiconductor tariffs, potentially expanding the scope from chips themselves to chip-containing products such as laptops, gaming consoles, and data center servers. 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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