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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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Mood Lifted by Talent Returning from AI Labs","url":"https://stock-news.laohu8.com/highlight/detail?id=2662772669","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662772669?lang=en_us&edition=fundamental","pubTime":"2026-08-27 16:56","pubTimestamp":1787820960,"startTime":"0","endTime":"0","summary":"0855 GMT - Salesforce is hiring top talent back from artificial-intelligence labs, lifting the mood around the company, Jefferies' Joseph Gallo writes. The software group reported earnings after market close, posting higher second-quarter profit. Like other software stocks, Salesforce shares have fallen sharply this year over fears that AI would eat into the sector's market. Top talent returning includes former head of Agentforce Sales Kaylin Voss and former Chief Customer Officer Peter Doolan. The re-hires should help Salesforce \"make a bigger push selling its own AI solutions,\" as well as products from companies it recently acquired, Gallo writes. Shares jump 11% 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View: Salesforce's Strong Forecast Renews Faith in H2 Growth Acceleration","url":"https://stock-news.laohu8.com/highlight/detail?id=2662223774","media":"Reuters","labels":["express"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662223774?lang=en_us&edition=fundamental","pubTime":"2026-08-27 16:51","pubTimestamp":1787820696,"startTime":"0","endTime":"0","summary":"BUZZ-Street View: Salesforce's strong forecast renews faith in H2 growth acceleration** SalesforceCRM.Nraisedits annual revenue and profit forecasts on Wednesday and rolled out a new plug-in 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Rises After Higher Forecasts, Claude AI Plug-in","url":"https://stock-news.laohu8.com/highlight/detail?id=2662372771","media":"Reuters","labels":["productRelease","express"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662372771?lang=en_us&edition=fundamental","pubTime":"2026-08-27 16:11","pubTimestamp":1787818280,"startTime":"0","endTime":"0","summary":"BUZZ-Salesforce rises after higher forecasts, Claude AI plug-in** Business software provider Salesforce'sCRM.Nshares rise nearly 13% to $232.32 premarket** Company lifted itsannual revenueand profit forecasts on Wednesday and rolled out a new plug-in combining its capabilities with Anthropic's Claude AI models** Barclays says CRM announced Claudeforce, which enables customers to use CRM data in Claude, adding that combined with Slack it could create a major unlock for enterprise adoption** CRM Q2 revenue of $11.35 billion beat estimates of $11.32 billion, while adjusted EPS of $5.9 beat expectations of $3.27 -data compiled by LSEG** 55 analysts rate the stock \"buy\" on average; median PT $246 - data compiled by LSEG** As of last day's close, stock down 22.4% 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