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Apple, Alphabet, and Microsoft followed closely behind, with all top five companies driven by AI-related businesses and cloud computing. However, capital did not continue to flow unilaterally into chip stocks in July: the PHLX Semiconductor Index (SOX) dropped 20.61% in a single month, putting upstream names such as TSMC, SK Hynix, and Micron under visible pressure. This demonstrates that the market is shifting from \"AI investment expansion\" to scrutinizing returns on capital expenditure and the sustainability of supply chain 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traders moderately bearish in NVIDIA with shares down 0.31%","url":"https://stock-news.laohu8.com/highlight/detail?id=2660427518","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660427518?lang=en_us&edition=fundamental","pubTime":"2026-08-20 01:30","pubTimestamp":1787160613,"startTime":"0","endTime":"0","summary":"Option traders moderately bearish in NVIDIA (NVDA), with shares down 68c near $219.06. Options volume roughly in line with average with 1.91m 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data shows mixed options sentiment in Microsoft with shares up 0.51%","url":"https://stock-news.laohu8.com/highlight/detail?id=2660049421","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660049421?lang=en_us&edition=fundamental","pubTime":"2026-08-19 23:05","pubTimestamp":1787151917,"startTime":"0","endTime":"0","summary":"Cboe data shows mixed options sentiment in Microsoft (MSFT), with shares up $2.47, or 0.51%, near $484.10. 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