$SpaceX(SPCX)$ $Advanced Micro-To The Moon - Tiger Brokers Online Investing Community - To The Moon

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Good morning, everyone.

Yesterday, US tech stocks closed higher for the first time after several consecutive days of losses, with chipmakers like AMD and AVGO staging a strong rebound.

Capital flowed back into AI-related companies, and the market has started expecting these firms to deliver strong second-quarter earnings.

S&P 500 Information Technology Index gained 1.3%, while the SOX Index rebounded 2.2%.

On the other hand, SpaceX shares fell 1%, with trading volume exceeding 2.6 billion USD.

Most of that trading activity was concentrated in the final few seconds before the market closed.

Looking at current situation in US tech sector, many people may wonder

If these companies are still growing, why are their stock prices experiencing such significant volatility?

The key reason is not that AI companies are generating weak revenue, but that their growth is coming in below the market’s expectations.

Markets Rotate: Defend or Buy the Tech Dip?

The Nasdaq 100 fell 1.73% while the Dow surged nearly 590 points to a record high, after June nonfarm payrolls added only 57,000 jobs — a sharp miss that triggered a mass rotation out of AI capex beneficiaries and into Dow value stocks. Semiconductors, optical networking names, and Meta were all sold off, with defensive assets and rate-cut beneficiaries emerging as new destinations. Following yesterday's hardware-to-software shift, today's rotation escalated into a full AI capex-to-value pivot — will you follow this move?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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Following yesterday's hardware-to-software shift, today's rotation escalated into a full AI capex-to-value pivot — will you follow this move?","image":"https://community-static.tradeup.com/news/0950cb1626e1ef68dd22d33939987288"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><a href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;\n<p><a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;</p>\n<p><a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;</p>\n<p><br></p>\n<p>Good morning, everyone.</p>\n<p>Yesterday, US tech stocks closed higher for the first time after several consecutive days of losses, with chipmakers like AMD and AVGO staging a strong rebound.</p>\n<p>Capital flowed back into AI-related companies, and the market has started expecting these firms to deliver strong second-quarter earnings.</p>\n<p>S&amp;P 500 Information Technology Index gained 1.3%, while the SOX Index rebounded 2.2%.</p>\n<p>On the other hand, SpaceX shares fell 1%, with trading volume exceeding 2.6 billion USD.</p>\n<p>Most of that trading activity was concentrated in the final few seconds before the market closed.</p>\n<p>Looking at current situation in US tech sector, many people may wonder</p>\n<p>If these companies are still growing, why are their stock prices experiencing such significant volatility?</p>\n<p>The key reason is not that AI companies are generating weak revenue, but that their growth is coming in below the market’s expectations.</p>\n<p></p>\n<p><br></p>\n<p></p></body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;\n<p><a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;</p>\n<p><a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;</p>\n<p><br></p>\n<p>Good morning, everyone.</p>\n<p>Yesterday, US tech stocks closed higher for the first time after several consecutive days of losses, with chipmakers like AMD and AVGO staging a strong rebound.</p>\n<p>Capital flowed back into AI-related companies, and the market has started expecting these firms to deliver strong second-quarter earnings.</p>\n<p>S&amp;P 500 Information Technology Index gained 1.3%, while the SOX Index rebounded 2.2%.</p>\n<p>On the other hand, SpaceX shares fell 1%, with trading volume exceeding 2.6 billion USD.</p>\n<p>Most of that trading activity was concentrated in the final few seconds before the market closed.</p>\n<p>Looking at current situation in US tech sector, many people may wonder</p>\n<p>If these companies are still growing, why are their stock prices experiencing such significant volatility?</p>\n<p>The key reason is not that AI companies are generating weak revenue, but that their growth is coming in below the market’s expectations.</p>\n<p></p>\n<p><br></p>\n<p></p></body></html>","text":"$SpaceX(SPCX)$ $Advanced Micro Devices(AMD)$ $Broadcom(AVGO)$ Good morning, everyone. 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