# 美股

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US stock market major rotation — AI chip stocks crash, crypto stocks instead rise
Last night, the US stock market staged a magical drama.
The Philadelphia Semiconductor Index plunged 5.44%, with all 30 components closing lower.
SanDisk -14%, Teradyne -13%, Lam Research -10%.
Memory, optical communication, and AI chips all collapsed.
The trigger? Mark Zuckerberg personally admitted: AI Agent development "did not accelerate as expected".
Meta fell nearly 5%, with capital expenditure of $125-145 billion this year, and the monetization path is unclear.
The most magical part: the Dow Jones hit an a
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GateUser-b4addc72:
Just go for it 👊
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Last day of Q2. Yesterday, the Dow closed above 52K for the first time, and the Nasdaq also crawled out of five consecutive losing days — a 2% rebound looks nice, but how much of that is window dressing for the quarter-end? Today's close will be the real Q2 final.
Last night, the Supreme Court blocked Trump from firing Fed Governor Lisa Cook by a 5-4 vote, a ruling more significant than most think. It confirms the independence of Fed governors, meaning it's not that easy for Warsh to push a more hawkish path. Another layer of uncertainty is added to the interest rate path.
A lot of data today:
NAS100-0.83%
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This live stream is quite interesting. As soon as it started, a fellow townsman came in, and one from very close by. Keep it up! 👏#Gate直播 #btc #美股
BTC0.32%
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ShanDingMediaSiyu:
Hop in! 🚗
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Today’s US stock recommendations | #SNDK AI starts paying for memory
SNDK only spun off from Western Digital in 2025, so this round of sharp rise is actually a combination of spin-off revaluation, NAND price increases, and AI storage demand. The larger the AI model, the more data generated during training, inference, and by intelligent agents, and storage has shifted from a background player to a front-stage role.
In fiscal Q3 2026, SNDK revenue was $5.95 billion, up 97% quarter-over-quarter; data center revenue was $1.47B, up 233% quarter-over-quarter, with gross margin rising to 78.4%. Howev
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BeautifulDay:
To The Moon 🌕
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Can you get on board with SpaceX without participating in the IPO? Understand these three major ETF inclusion paths and let the entire market carry your load!
The grand IPO curtain rises! Once SpaceX, valued at 1.77 trillion yuan, officially goes public, when can ordinary investors' dollar-cost averaging ETFs automatically buy into this super giant? Panda's deep analysis of the inclusion timetable for the three major indices: With its record-breaking high market value, SpaceX is highly likely to trigger the "fast inclusion channel" of the Nasdaq 100 within 14 days of listing; due to its Starli
SPYX0.31%
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🚀🚀🚀
People are still asking how much SpaceX is worth,
Fat Cat has already fastened his seatbelt.
June 12th, a day to witness history.
From Earth to Mars, from cars to rockets, from dreamers to world changers.
📈 The rocket has ignited 🐱 Fat Cat is the first to get on board
This is not investment advice, just that some epoch-making opportunities may only come once or twice in a lifetime.
#SpaceX #马斯克 #投资 #美股 #ToTheMoon #The future is here
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Huaiyu:
You can even hit you with this 😂
🚀 CFD Trading Study Check-in Day 1
Just joined the community, hoping to meet more friends who trade gold, forex, indices, and US stocks CFDs.
Let's exchange market views, share trading insights, and improve together!
What are you mainly trading now? 👇
#CFD #黄金 #外汇 #美股 #交易交流 #Investment Community
PAXG-0.65%
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SpaceX has just officially submitted an IPO application, while OpenAI and Anthropic are preparing for their IPOs. Are these three companies rushing to go public, causing funds to sell off their holdings in these eight major tech giants... Leave your thoughts in the comments. For those holding positions, should you sell or hold? #美股 #马斯克 #OpenAI #SPACE #IPO
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Mid-January Outlook: The Big Volatility Window Has Arrived
If the initial rebound at the beginning of the year was just a “test the waters,”
then this week into next week will be the stress test to determine whether the spring market can establish itself.
Several events from last week indeed helped support the market:
#美股 The three major indices closed higher
$BTC BTC rebounded slightly
Risk appetite is warming up
But don’t celebrate too early.
Mid-January has always been a time when bulls and bears are most likely to clash head-on.
1️⃣ Powell Criminal Investigation: Not to bring him to co
BTC0.32%
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