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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 $6.1 billion in grants from the Commerce Department to help pay for domestic factory projects, part of an effort to bring semiconductor production back to American soil. 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The core contradiction of this policy is that while the U.S. seeks to drive the reshoring of semiconductor manufacturing, it simultaneously relies heavily on imported high-end chips to build AI data centers. 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What It Means for Micron Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2662089873","media":"TIPRANKS","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662089873?lang=en_us&edition=fundamental","pubTime":"2026-08-27 22:53","pubTimestamp":1787842421,"startTime":"0","endTime":"0","summary":"Micron Technology ($MU) stock is in focus after Nvidia ($NVDA) said memory supply is now a key limit on its AI growth. 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Micron Stock is Getting a Boost from Nvidia's Memory Price Warning","url":"https://stock-news.laohu8.com/highlight/detail?id=2662707970","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662707970?lang=en_us&edition=fundamental","pubTime":"2026-08-27 20:29","pubTimestamp":1787833740,"startTime":"0","endTime":"0","summary":"Nvidia thinks the price of memory chips is outrageous-and it's still willing to pay it. 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Technologies (DELL): New Buy Recommendation for This Technology Giant","url":"https://stock-news.laohu8.com/highlight/detail?id=2662026702","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662026702?lang=en_us&edition=fundamental","pubTime":"2026-08-27 20:18","pubTimestamp":1787833114,"startTime":"0","endTime":"0","summary":"In a report released yesterday, Joseph Cardoso from J.P. Morgan maintained a Buy rating on Dell Technologies, with a price target of $565.00. 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