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Large Cap Tech Stocks Resetting After The Weak US Jobs Report","url":"https://stock-news.laohu8.com/highlight/detail?id=2673711089","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673711089?lang=en_us&edition=fundamental","pubTime":"2026-10-06 01:19","pubTimestamp":1791220756,"startTime":"0","endTime":"0","summary":"A weak U.S. jobs report has suddenly swung the spotlight back onto interest rates, growth worries and the tug of war between cash, bonds and high beta tech. For investors, this kind of reset in expectations can quickly reprice opportunity, especially for large cap growth stocks that are sensitive to Fed moves. This article explains that shift and highlights 3 stocks from our screener that appear especially exposed to the latest news.\nThe three stocks below are only a sample from this idea,...","market":"nz","thumbnail":"https://simplywall.st/cdn-cgi/image/fit=cover,format=auto,width=320,height=180/https://images.simplywall.st/asset/company-cover/134521275-card/1789118563189","type":0,"news_type":0,"thumbnails":["https://simplywall.st/cdn-cgi/image/fit=cover,format=auto,width=320,height=180/https://images.simplywall.st/asset/company-cover/134521275-card/1789118563189"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/software/nasdaq-ddog/datadog/news/3-large-cap-tech-stocks-resetting-after-the-weak-us-jobs-rep","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://simplywall.st/stocks/us/software/nasdaq-ddog/datadog/news/3-large-cap-tech-stocks-resetting-after-the-weak-us-jobs-rep","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":"simplywall_highlight","symbols":["LU2148611432.USD","LU1992135399.USD","LU2265009873.SGD","SHOP","LU0353189680.USD","MDBX","MDB","AGIX","LU2063271972.USD","QTOC","SHPU","ARTY","CHAT","LU1992135472.HKD","BK4023","LU1923623000.USD","DAT","AIPO","BK4561","BK4535","BK4551","LU0823434740.USD","BK4524","LU2326559502.SGD","LU0266013472.USD","BK4116","LU1861215975.USD","LU2286300806.USD","BK4528","DOGD","VTHR","CLOU","LU0823421333.USD","LU1429558221.USD","BK4613","IE0004445239.USD","LU2272731782.SGD","LU1691799644.USD","BK4585","LU1720051108.HKD","SHPD","WCBR","LU1861220033.SGD","VGT","SG9999000418.SGD","LU0097036916.USD","LU1951200564.SGD","LU0353189763.USD","EYES","DDOG"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2673086734","title":"Microsoft Stock (NASDAQ:MSFT) Gains as Your Next Hiking Destination Could be a Data Center","url":"https://stock-news.laohu8.com/highlight/detail?id=2673086734","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673086734?lang=en_us&edition=fundamental","pubTime":"2026-10-06 01:03","pubTimestamp":1791219838,"startTime":"0","endTime":"0","summary":"The data center has proven a bit of an Achilles’ heel for tech giant Microsoft ($MSFT). Mounting concerns about their environmental impact have 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Tech Giants Still Depend on Chinese Data Center Suppliers Despite Security Concerns","url":"https://stock-news.laohu8.com/highlight/detail?id=1107079368","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1107079368?lang=en_us&edition=fundamental","pubTime":"2026-10-06 00:15","pubTimestamp":1791216907,"startTime":"0","endTime":"0","summary":"At last week's Asia Data Center Expo, the booth of Chinese optical communications equipment maker Jiangsu Zhongtian Technology Co.,Ltd. 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500 Top and Bottom Performing Stocks at About 12:00 P.m. 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Robinson Worldwide, Inc.CHRW.OQ-13.7%Lennar CorporationLEN.N-5.2%Chipotle Mexican Grill, Inc.CMG.N-4.9%Bristol-Myers Squibb CompanyBMY.N-3.9%Skyworks Solutions, Inc.SWKS.OQ-3.8%As of 12:00 p.m., the S&P 500.SPXgained 39.37 points, or 0.51%, to 7,762.22 and had posted 8 new 52-week highs and 18 new 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Can Benefit from Increasing AI Fears","url":"https://stock-news.laohu8.com/highlight/detail?id=2673708517","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673708517?lang=en_us&edition=fundamental","pubTime":"2026-10-05 23:57","pubTimestamp":1791215820,"startTime":"0","endTime":"0","summary":"1157 ET - As fear of artificial intelligence becomes increasingly widespread, Microsoft is looking more attractive, Melius Research analysts say in a research note. \"Satya Nadella and his team are increasingly going to be considered the 'adults in charge,'\" the analysts write, noting the dynamic should benefit Microsoft's pricing trends and adoption. \"While 'paying extra for AI' may not be a thing with certain SaaS companies  leaders like Microsoft especially  are going to get boosted more than we thought previously due to AI fears,\" the analysts say. Melius upgrades Microsoft to 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Inc Stock (SHOP) Opened Up by 6.65% on Oct 5: A Full Analysis","url":"https://stock-news.laohu8.com/highlight/detail?id=2673088145","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673088145?lang=en_us&edition=fundamental","pubTime":"2026-10-05 21:47","pubTimestamp":1791208057,"startTime":"0","endTime":"0","summary":"• Shopify rallied due to strategic expansions into artificial intelligence-powered commerce.\n• Favorable macroeconomic conditions and lower Treasury yields propelled the stock surge.\n• Strong financial metrics and positive analyst ratings support long-term investor sentiment.","market":"sg","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20240311/b598f45012d99fad798993cd136ebee3.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20240311/b598f45012d99fad798993cd136ebee3.jpg"],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/news/market-movers/262200154-market-movers-shop-20261005","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1435385759.SGD","BK4528","LU2063271972.USD","SHOP","LU1720051017.SGD","LU1861559042.SGD","LU2326559502.SGD","LU0081259029.USD","BK4532","LU1691799644.USD","LU2357305700.SGD","SHPU","BK4524","LU1548497426.USD","LU0823421333.USD","LU1861558580.USD","BK4585","BK4588","LU1429558221.USD","BK4116","LU0823421416.USD","LU1712237335.SGD","LU0266013472.USD","SHPD","LU1720051108.HKD","BK4613","LU1623119135.USD","LU2265009873.SGD","BK4566","BK4551","LU1804176565.USD","BK4548","LU0390134368.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2673088937","title":"Microsoft upgraded, HubSpot downgraded: Wall Street’s top analyst calls","url":"https://stock-news.laohu8.com/highlight/detail?id=2673088937","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673088937?lang=en_us&edition=fundamental","pubTime":"2026-10-05 21:46","pubTimestamp":1791207990,"startTime":"0","endTime":"0","summary":"The most talked about and market moving research calls around Wall Street are now in one place. Here are today’s research calls that investors 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