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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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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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Establishes New Division to Drive AI Adoption Among Corporate Clients","url":"https://stock-news.laohu8.com/highlight/detail?id=1168328799","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1168328799?lang=en_us&edition=fundamental","pubTime":"2026-05-28 15:00","pubTimestamp":1779951653,"startTime":"0","endTime":"0","summary":"Meta Platforms, Inc. is forming a dedicated unit to deploy engineers and product managers to major partner companies, aiming to accelerate the adoption of its artificial intelligence tools 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awards Microsoft $9.7 billion deal in bid to cut costs, end license sprawl","url":"https://stock-news.laohu8.com/highlight/detail?id=2638463979","media":"Reuters","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2638463979?lang=en_us&edition=fundamental","pubTime":"2026-05-28 05:15","pubTimestamp":1779916500,"startTime":"0","endTime":"0","summary":"Pentagon awards Microsoft $9.7 billion deal in bid to cut costs, end license sprawlBy Mike StoneWASHINGTON, May 27  - The Pentagon on Wednesday announced a five-year, $9.69 billion agreement to consolidate Microsoft MSFT.O and other enterprise software licenses scattered across the military services, the intelligence community, and the U.S. Coast Guard into a single contract vehicle, officials said. The cost-cutting effort hands Microsoft a guaranteed enterprise-wide foothold across the U.S. armed forces while squeezing out duplicative spending that officials said had quietly ballooned across years of fragmented, go-it-alone procurement.The deal, called the Core Enterprise Technology Agreement, is not new spending because baskets of Pentagon software contracts came up for renewal simultaneously. The funds come from existing budgets already being used to purchase Microsoft 365 subscriptions — covering email, Word, Excel, PowerPoint and related tools — along with cloud subscriptions and 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This initiative is expected to help...","market":"nz","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["MSFT","TSLA","SOCL","META","AIPO","BULZ","UUP","AAPL","AMZN","ROBO","YMAG","CHAT","ARTY","GOOG","MAGY","UDN","AGIX","NVDA"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2638638382","title":"Big Tech gets the AI profits. You get the higher utility bills.","url":"https://stock-news.laohu8.com/highlight/detail?id=2638638382","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2638638382?lang=en_us&edition=fundamental","pubTime":"2026-05-28 02:29","pubTimestamp":1779906540,"startTime":"0","endTime":"0","summary":"The AI data-center boom is quietly cannibalizing America's power grid. Lake Tahoe in Calif., seen from Emerald Bay. The region's biggest utility, NV Energy, is leaving the market to focus on AI data-center power demand.The next logical step is one the market has not fully priced: Big Tech acquiring regulated utilities outright.In California, 49,000 households next to Lake Tahoe are about to learn what it means to be on the wrong side of a power-allocation decision. NV Energy, the Nevada utility that has supplied roughly 75% of Liberty Utilities' electricity for the Tahoe region for decades, announced that it will end the arrangement after May 2027.NV Energy says the transition reflects its own resource needs. Reporting across multiple outlets puts those resource needs in context: Alphabet  , Apple  and Microsoft  are building data centers around the Tahoe-Reno Industrial Center east of Reno, Nev., and data-center growth now accounts for the dominant share of new load on the regional 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