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While Wall Street lacks conviction about the companies' long-term growth, the analysts think memory supply is severely bottlenecked and will continue to drive up prices. AI is consuming so much memory that there isn't enough left for other sectors, and is holding back PC and smartphone production, the analysts note. \"We don't think 81% gross margin is the new normal, but it's also hard to see that getting worse in the next several quarters--perhaps even through the next two years,\" the analysts say.  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Corp Stock (APH) Moved Down by 3.84% on Mar 26: A Full Analysis","url":"https://stock-news.laohu8.com/highlight/detail?id=2622686056","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2622686056?lang=en_us&edition=fundamental","pubTime":"2026-03-27 01:15","pubTimestamp":1774545345,"startTime":"0","endTime":"0","summary":"• Amphenol's share price declined due to cautious guidance and executive sales.\n• Analyst sentiment shifted, with some downgrades and concerns over AI market share.\n• Insider selling by CEO and institutional position reductions added selling 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Update: Tech","url":"https://stock-news.laohu8.com/highlight/detail?id=2622867739","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2622867739?lang=en_us&edition=fundamental","pubTime":"2026-03-27 01:05","pubTimestamp":1774544713,"startTime":"0","endTime":"0","summary":"Tech stocks were lower Thursday afternoon, with the State Street Technology Select Sector SPDR ETF  falling 2.1% and the State Street SPDR S&P Semiconductor ETF  dropping 2.3%.The Philadelphia Semiconductor index declined 3.6%.In corporate news, Apple  said Thursday it has added new partners to its American Manufacturing Program that seeks to bring more advanced manufacturing and critical component production to the US. Apple shares rose 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War Put Stock Purchases on Ice for Many. Nvidia Still Leads. -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2622650867","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2622650867?lang=en_us&edition=fundamental","pubTime":"2026-03-27 00:44","pubTimestamp":1774543440,"startTime":"0","endTime":"0","summary":"President Donald Trump says the U.S. has already won the Iran war, but ongoing attacks coupled with the planned mobilization of thousands of U.S. troops to the region has everyday investors feeling more cautious than ever.Noninstitutional stock buyers are putting 70% less money into the market than they did before the conflict began, according to J.P. Morgan's report on retail trading for the week ending Wednesday, March 25.While people continued to buy Magnificent 7 stocks at \"moderate levels\" for the week, they were light on most sectors, especially energy, other tech stocks, and industrials.The second biggest loser was server and artificial-intelligence firm Super Micro, whose co-founder Wally Liaw is facing charges of export-control violations. That news helped spur retail outflows of some $121 million for the week. Exxon, Amazon, and Circle Internet Group also saw relatively large outflows of $116 million, $91 million, and $90 million, respectively.This content was created by 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STOCKS-Wall Street slides as Mideast de-escalation uncertainty weighs on sentiment","url":"https://stock-news.laohu8.com/highlight/detail?id=2622862007","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2622862007?lang=en_us&edition=fundamental","pubTime":"2026-03-27 00:32","pubTimestamp":1774542747,"startTime":"0","endTime":"0","summary":"US STOCKS-Wall Street slides as Mideast de-escalation uncertainty weighs on sentimentIndexes down: Dow 0.45%, S&P 500 0.77%, Nasdaq 1.05%Meta Platforms, Alphabet fall after US jury verdict OECD warns Iran war erases global growth upgradeWeekly jobless claims in line with estimates Updates with afternoon pricesBy Twesha Dikshit and Purvi Agarwal. Wall Street's main indexes dropped on Thursday following gains in the previous session, as conflicting signals from the U.S. and Iran on the prospects of a de-escalation in the Middle East kept investors on edge. A U.S. proposal for ending nearly four weeks of fighting is \"one-sided and unfair\", a senior Iranian official told Reuters on Thursday, while also stressing that diplomacy had not ended despite the current lack of a realistic plan for peace 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options sentiment in Broadcom with shares down 1.79%","url":"https://stock-news.laohu8.com/highlight/detail?id=2622584867","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2622584867?lang=en_us&edition=fundamental","pubTime":"2026-03-27 00:25","pubTimestamp":1774542315,"startTime":"0","endTime":"0","summary":"Mixed options sentiment in Broadcom (AVGO), with shares down $5.71 near $313.10. Options volume relatively light with 84k contracts traded and 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2025. --Traded as low as $360.71; lowest intraday level since March 9, 2026, when it hit 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