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it's time to start discussing semiconductors like commodities: There may be a supercycle","url":"https://stock-news.laohu8.com/highlight/detail?id=2638860698","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2638860698?lang=en_us&edition=fundamental","pubTime":"2026-05-28 19:45","pubTimestamp":1779968700,"startTime":"0","endTime":"0","summary":"Ned Davis Research says computing power and chips have been integrated into the economy. Advanced chips are here to stay, says Ned Davis Research, and that may mean a supercycle is coming.The charge into chips by investors has been something to behold. Running underneath the frenzy and a nearly 80% year-to-date gain for the PHLX Semiconductor Index SOX is the argument that the artificial-intelligence build-out needs advanced chips, perhaps more than the industry can supply.That hasn't assuaged concerns among some that a dot-com-style bubble may be building, especially given the sharp run-up. A May survey by Bank of America found that 73% of global fund managers view \"long global semiconductors\" as the most crowded trade, up from 24% the prior month, when long positions in chips were tied with oil.Our call of the day from Ned Davis Research strategist Pat Tschosik and analyst Philippe Mouls raises an opposing argument to the bubble view: that a supercycle may be starting for chip 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500 Futures Drop In Premarket Trading; Snowflake, First Horizon Lead","url":"https://stock-news.laohu8.com/highlight/detail?id=2638660469","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2638660469?lang=en_us&edition=fundamental","pubTime":"2026-05-28 19:30","pubTimestamp":1779967800,"startTime":"0","endTime":"0","summary":"This article was automatically generated by Barrons.com using technology from Automated Insights.With U.S. stock markets set to open in two hours, Snowflake Inc.  was up 38.8% in pre-market trading, and First Horizon Corp.  was up 11.5%.MongoDB Inc. , Agilent Technologies Inc. , and Nebius Group N.V. Cl A  were all posting gains of at least 10%. In early trading, Essex Property Trust Inc.  and Everpure Inc.  had posted declines, falling 16.0% and 10.6%, respectively.Meanwhile S&P 500 futures were down 0.26%, with futures for the Dow Jones Industrial Average falling 0.20%. The Cboe Volatility Index futures were down 2.50%.In commodities news, Brent crude oil futures were up 2.79%, and gold futures were down 1.37%. Bitcoin was down 2.16% to $73,296.In the previous regular trading session, the S&P 500 and the Dow were up 0.02% and 0.36%, respectively. Stocks in Asia were mixed overnight, with Japan's NIKKEI 225 Index down 0.47% and China's Shanghai Composite Index up 0.12%.U.S. stock mark","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","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":null,"symbols":["LU2092937221.SGD","RSP","SH","NBIZ","LU1720051017.SGD","SSO","MDBX","BK4559","LU0056508442.USD","IE00BN0W2W23.USD","XYLD","SCHX","BK4505","LU2250418816.HKD","XLG","SPHQ","BK4613","BK4609","LU0889565833.HKD","BK4551","LU2360106780.USD","VTV","LU1720051108.HKD","LU1548497426.USD","LU2413666426.HKD","BK4588","LU0823431647.USD","LU1861220033.SGD","BK4121","MDB","RSPN","SPHD","YSPY","RSPU","LU2272731600.USD","RSPA","NOBL","LU0097036916.USD","ACWI","IJH","LU0950373646.USD","LU2290526834.HKD","DBSC","SPYH","BMAY","BK4548","GSLC","LU0353189680.USD","LU2089279066.USD","DMAX","LU2272731782.SGD","A","LU0823431563.USD","GPIX","IE00BN0W2V16.EUR","SPMO","SPUU","IVE","NBIG","LU1803068979.SGD","MMAX","LU0082616367.USD","BK4215","LU2286300806.USD","VV","BK4170","BK4608","BK4211","LU1923623000.USD","IVW","VTI","LU2041044095.USD","LU0329931173.USD","LU1852331112.SGD","LU1543694498.USD","LU0390134368.USD","LU2229751404.USD","LU1951198990.SGD","P","JEPI","LU1951200564.SGD","BK4116","TSPY","ESS","LU1992135472.HKD","SPYQ","SPGP","MOAT","SNOY","UPRO","FHN","HIBS","SFY","SMAX","LU1165135440.EUR","LU2360107168.USD","SPYU","SDS","SPXU","BK4554","NEBX","LU0353189763.USD",".SPX","SPYV","LU2087625088.SGD","SPXS","LU1992135399.USD","SG9999000418.SGD","ETFT","BK4567","SPXL","LU0329931090.USD","LU1721428933.USD","BK4581","BK4532","SNOW","SPYG","LU0823434583.USD","BK4607","BK4597","ITOT","LU0347712357.USD","LU0109392836.USD","NBIL","SPUS","BK4503","NBIS","LU2413666699.HKD","IJR","VEU","SPYD","BK4097","LU0531971165.HKD","LU0823434740.USD","VBK","LU2357305700.SGD","IE00BN0W2T93.GBP","HIBL","SPYM","SNOU","BK4589","IVV","BK4535","LU0154245673.USD","ALLW","BK4077","SCHB","SPDN","LU0154245756.USD","LU0719512351.SGD","BK4585","SPLV","LU1861215975.USD","XDTE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2638660397","title":"US STOCKS-Wall St futures dip on escalating Mideast tensions; inflation data awaited","url":"https://stock-news.laohu8.com/highlight/detail?id=2638660397","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2638660397?lang=en_us&edition=fundamental","pubTime":"2026-05-28 19:15","pubTimestamp":1779966955,"startTime":"0","endTime":"0","summary":"US STOCKS-Wall St futures dip on escalating Mideast tensions; inflation data awaitedFutures down: Dow 0.22%, S&P 500 0.25%, Nasdaq 0.51%Marvell Technology, HP down after resultsDollar Tree up after lifting forecastDrone firms rise on report of Trump administration funding talksApril PCE data at 8:30 AM ETUpdates pricesBy Twesha Dikshit and Utkarsh    Hathi. Snowflake SNOW.N soared 37.6% after the data analytics firm lifted its annual product revenue forecast and announced a five-year AI infrastructure deal worth $6 billion with Amazon Web Services AMZN.O. Peers Datadog  DDOG.O, and MongoDB MDB.O rose 5.7% and 10.7%, respectively.","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260528:nL6N4250PU:3","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":null,"symbols":["LU1069347547.HKD","UPRO","LU2473716301.USD","SSO","HPQ","BK4543","BK4588","LU0476273544.USD","LU0786609619.USD","SPXS","SPYD","SPYQ","AVXX","ACWI","LU2360107168.USD","MRVL","SPUS","BK4076","AVAV","LU2250418816.HKD","LU1989764664.SGD","IVW","BMAY","LU2322448791.USD","SG9999000418.SGD","BK4585","LU1989764748.USD","LU2357305700.SGD","KTOS","VEU","LU1548497426.USD","NOBL","ETFT","LU2322448957.HKD","LU0868494617.USD","VBK","BK4114","BK4504","LU0642271901.SGD","IVV","XDTE","HIBL","LU1720051017.SGD","BK4607","BK4581","ITOT","LU0889565833.HKD","SPGP","LU0154236417.USD","BK4548","BK4535","LU1035773651.USD","BK4170","DMAX","VTI","LU0006061336.USD","LU0127658192.USD","SCHX","MOAT","VOO","IVE","LU0081259029.USD","SPXU","BK4503","LU1861215975.USD","LU2458330169.SGD","BK4533","VOOG","BBY","MMAX","RSPN","BK4559","SPYH","IJR","LU1815336760.USD","BK4613","SNOU","LU0072461881.USD","BK4604","YSPY","LU0056508442.USD","SPYV","LU1803068979.SGD","BK4554","SPXL","LU1084165304.USD","LU0444973449.USD","BK4155","LU0187121727.USD","LU0097036916.USD","SPHD","ALLW","LU1861220033.SGD","XYLD","LU1642822529.SGD","BK4603","LU1852331112.SGD","LU2458330243.SGD","XLG","SPDN","VTV","LU0868494708.USD","LU1119994496.HKD","IE00BN8TJ469.HKD","LU2272731600.USD","UMAC","LU0942090050.USD","IJH","LU1720051108.HKD","BK4532","JEPI","BK4605","BK4187","LU1303367103.USD","SFY","IE00BBT3K403.USD","SNOW","LU1261432733.SGD","LU2272731782.SGD","SPYM","LU1951200564.SGD","LU1046421795.USD","SH","VV","LU0444971666.USD","BK4551","BK4116","LU1169589451.USD","LU1235294995.USD","DLTR","BK4141","DBSC","SDS","LU2360106780.USD","BK4567","LU2272731865.HKD","LU0162691827.USD","LU1992135472.HKD","IE00BLSP4452.SGD","LU1169590202.USD","HIBS","SPLV","LU1823568750.SGD","BK4157","IE00BMPRXR70.SGD","KTUP","LU0719512351.SGD","RSP","LU0957808578.USD","LU2931357623.SGD","SPYU","LU1316542783.SGD","SPMO","LU1992135399.USD","LU2290526834.HKD","MVLL","IE00BLSP4239.USD","SPY","SNOY","GPIX","RSPU","SCHB","SMAX","LU2098885051.SGD","IE00BMPRXN33.USD","LU1923623000.USD","LU0061475181.USD","RSPA","LU0082616367.USD",".SPX","LU2244417387.USD","BK4515","SPHQ","SPYG","LU1951198990.SGD","BK4505","MRVU","TSPY","LU0274383776.USD","SPUU","LU2089985449.USD","GSLC","LU0109392836.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2638866242","title":"Social Buzz: Wallstreetbets Stocks Mixed Premarket Thursday; Snowflake to Advance, AST SpaceMobile to Decline","url":"https://stock-news.laohu8.com/highlight/detail?id=2638866242","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2638866242?lang=en_us&edition=fundamental","pubTime":"2026-05-28 18:42","pubTimestamp":1779964949,"startTime":"0","endTime":"0","summary":"The most-talked-about stocks in the Reddit subforum Wallstreetbets were mixed hours before Thursday's opening bell.Snowflake  advanced by 37% pre-bell, reversing a 1.3% decline from the previous session. Snowflake reported higher fiscal Q1 adjusted net income and revenue, and raised its fiscal 2027 product revenue outlook.Corsair Gaming  rose by more than 17% in premarket activity, after closing Wednesday with a 21.4% increase.Nebius Group  was 11.2% higher in pre-bell hours, following a 0.2% increase at Wednesday's close.Microsoft  was up 1% premarket, reversing a 0.8% decline from the previous session.AST SpaceMobile  declined by 3.5% pre-bell, after an 8.3% increase from Wednesday's session.Micron Technology  fell by 2.1% hours before market open, swinging from a 3.6% increase at Wednesday's close.Nvidia  was down 0.8% premarket, following a 1.1% decline from the previous session.Meta Platforms  was 0.1% lower pre-bell, swinging from a 3.7% increase at Wednesday's 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Has Caused a Software Winter for Markets. Snowflake's Success Won't End It. -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2638062664","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2638062664?lang=en_us&edition=fundamental","pubTime":"2026-05-28 18:21","pubTimestamp":1779963660,"startTime":"0","endTime":"0","summary":"Chalk up one for team software. Snowflake is defying fears of disruption by artificial intelligence, which might give some hope to peers of the data-warehousing company. But investors should be wary of rushing back into the sector as a whole.Snowflake stock surged after reporting earnings that beat expectations. Importantly, the company can make the argument AI is actually boosting demand for its products. In fact, it's so confident that it plans to pay $6 billion for access to Amazon's processors to power its AI products.The big question is why risk investing in software companies when the AI hardware trade looks so much easier. Snowflake's gains are impressive but pale in comparison with the huge rises in chip stocks such as Micron Technology or Intel. In fact, of the best-performing S&P 500 stocks for this year through Wednesday's close, the top 20 are all hardware or infrastructure companies. The top software company is Snowflake peer Datadog, coming in at 24.","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","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":null,"symbols":["GOOGL","TSLA","XOMO","XOMZ","XOVR","XOM","CHAT","GOOY","AMZZ","USJW.SI","YMAG","MAGY","META","AGIX","NBIZ","AIPO","GOOP","MSFT","USAW.SI","AZYY","AMZW","GOOG","SNOY","ARKX","NBIG","AAPL","AIYY","GOOX","NVDA","AMZU","NBIS","GOOW","VGT","AMZY","AMZP","NEBX","AI","UFO","DXYZ","ARTY","SNOU","GOU","XOMX","AMZD","GGLS","IGM","SNOW","GGLL","NBIL","AMZN"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2638664044","title":"Snowflake (SNOW): New Buy Recommendation for This Technology Giant","url":"https://stock-news.laohu8.com/highlight/detail?id=2638664044","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2638664044?lang=en_us&edition=fundamental","pubTime":"2026-05-28 18:18","pubTimestamp":1779963488,"startTime":"0","endTime":"0","summary":"In a report released yesterday, Ryan MacWilliams from Wells Fargo maintained a Buy rating on Snowflake, with a price target of $300.00. The company...","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tipranks_highlight","url":"https://www.tipranks.com/news/blurbs/snowflake-snow-new-buy-recommendation-for-this-technology-giant-blurbs-news-8?utm_source=itigerup.com&utm_medium=referral","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tipranks.com/news/blurbs/snowflake-snow-new-buy-recommendation-for-this-technology-giant-blurbs-news-8?utm_source=itigerup.com&utm_medium=referral","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":"tipranks_highlight","symbols":["LU0971096721.USD","LU0267386448.USD","BK4554","LU0310800965.SGD","LU1074936037.SGD","BK4501","BK4207","LU0889565833.HKD","LU2360107168.USD","LU0477156953.USD","LU0048573561.USD","BK4585","BK4581","SNOY","LU2361044949.HKD","LU0109392836.USD","IE00B7SZLL34.SGD","LU1267930490.SGD","LU0162691827.USD","LU2360106780.USD","LU0128525929.USD","BK4548","LU1861220033.SGD","BK4559","SNOU","LU0072461881.USD","IE000M9KFDE8.USD","LU0868494708.USD","LU0980610538.SGD","LU1894683348.USD","LU2250418816.HKD","LU2361045086.USD","LU0097036916.USD","LU1814569148.SGD","SNOW","LU1951200564.SGD","LU0211327993.USD","LU1668664300.SGD","PGF","LU0106831901.USD","BK4582","LU1861215975.USD","LU1791807156.HKD","LU0130102774.USD","LU0742534661.SGD","LU0082616367.USD","LU0683600562.USD","IE00B19Z3B42.SGD","LU1852331112.SGD","LU0056508442.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2638664240","title":"Wedbush Adjusts PT on Snowflake to $280 From $270, Maintains Outperform Rating","url":"https://stock-news.laohu8.com/highlight/detail?id=2638664240","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2638664240?lang=en_us&edition=fundamental","pubTime":"2026-05-28 18:16","pubTimestamp":1779963385,"startTime":"0","endTime":"0","summary":"Snowflake (SNOW) has an average rating of buy and mean price target of $269.56, according to analysts polled by FactSet.(MT Newswires covers equity, commodity and economic research from major banks an","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.mtnewswires.com/","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":"mtnewswires_news","symbols":["SNOW"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2638664536","title":"Snowflake price target raised to $272 from $192 at Barclays","url":"https://stock-news.laohu8.com/highlight/detail?id=2638664536","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2638664536?lang=en_us&edition=fundamental","pubTime":"2026-05-28 18:00","pubTimestamp":1779962420,"startTime":"0","endTime":"0","summary":"Barclays analyst Raimo Lenschow raised the firm’s price target on Snowflake (SNOW) to $272 from $192 and keeps an Equal Weight rating on the shares...","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tipranks_highlight","url":"https://www.tipranks.com/news/the-fly/snowflake-price-target-raised-to-272-from-192-at-barclays-thefly-news?utm_source=itigerup.com&utm_medium=referral","rn_cache_url":null,"directOrigin":true},"property":["rate"],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tipranks.com/news/the-fly/snowflake-price-target-raised-to-272-from-192-at-barclays-thefly-news?utm_source=itigerup.com&utm_medium=referral","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":"tipranks_highlight","symbols":["SNOW"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2638661764","title":"Snowflake Is Maintained at Buy by BTIG","url":"https://stock-news.laohu8.com/highlight/detail?id=2638661764","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2638661764?lang=en_us&edition=fundamental","pubTime":"2026-05-28 17:52","pubTimestamp":1779961920,"startTime":"0","endTime":"0","summary":"Ratings actions from Benzinga: https://www.benzinga.com/quote/SNOW/analyst-ratings \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  May 28, 2026 05:52 ET (09:52 GMT)","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","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":null,"symbols":["SNOW"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2638664583","title":"Snowflake: Buy Rating Reaffirmed on Accelerating AI-Driven Growth and Raised Long-Term Product Revenue Guidance","url":"https://stock-news.laohu8.com/highlight/detail?id=2638664583","media":"TIPRANKS","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2638664583?lang=en_us&edition=fundamental","pubTime":"2026-05-28 17:45","pubTimestamp":1779961526,"startTime":"0","endTime":"0","summary":"William Blair analyst Jason Ader has maintained their bullish stance on SNOW stock, giving a Buy rating today. Jason Ader has given his Buy rating ...","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tipranks_highlight","url":"https://www.tipranks.com/news/ratings/snowflake-buy-rating-reaffirmed-on-accelerating-ai-driven-growth-and-raised-long-term-product-revenue-guidance-ratings-news?utm_source=itigerup.com&utm_medium=referral","rn_cache_url":null,"directOrigin":true},"property":["rate","earning"],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tipranks.com/news/ratings/snowflake-buy-rating-reaffirmed-on-accelerating-ai-driven-growth-and-raised-long-term-product-revenue-guidance-ratings-news?utm_source=itigerup.com&utm_medium=referral","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"tipranks_highlight","symbols":["AIPO","AGIX","SNOW","ARTY","CHAT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2638885661","title":"U.S. Stocks to Watch: Snowflake, Salesforce, Micron, Dell, Marvell and More","url":"https://stock-news.laohu8.com/highlight/detail?id=2638885661","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2638885661?lang=en_us&edition=fundamental","pubTime":"2026-05-28 17:44","pubTimestamp":1779961499,"startTime":"0","endTime":"0","summary":"Snowflake : Shares surged 38% premarket after the cloud-software company lifted its full-year outlook and struck a $6 billion deal with Amazon  to access its chips. Amazon's shares ticked slightly lower premarket.Salesforce : The enterprise software company recorded higher profit and sales in the first quarter, but its revenue outlook for the current period came in just short of analyst estimates. Shares dropped 2% premarket.Micron Technology : Shares of the memory chip maker retreated premarket, following a blistering rally that sent its market capitalization doubling to $1 trillion in just 48 days.Dell Technologies : Shares rose more than 4% premarket after the technology company received a $9.69 billion contract from the Pentagon.Marvell Technology : The semiconductor company recorded a smaller profit in its latest quarter due in part to acquisition costs, but revenue surged as its data-center business boomed. 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