US Stock Market: The AI Trade

US Stock Market: The AI Trade Is Back 🚀

The U.S. market is showing strength again — but the most interesting part isn’t just the S&P 500 or Nasdaq hitting record territory.

It’s where the money is flowing.

📈 S&P 500: 7,748

📈 Nasdaq: 26,588

📊 Dow: 53,770

The big story continues to be AI infrastructure.

CoreWeave surged ~19%, while Super Micro Computer delivered strong guidance. Nvidia and Micron also rallied strongly as investors continue to bet that AI capital spending is far from over. (Reuters)

At the same time, July inflation came in without a major upside surprise, helping ease concerns around interest rates.

So what am I watching now?

AI → Semiconductors → Data Centers → Power → Memory → Networking

#StockMarket #USStocks #Investing #AIStocks #Nvidia #Micron #Semiconductors

Micron Reclaims $1 Trillion Market Cap — Memory Rebound or Reversal?

Memory ran hard. $MU +4.92%, SK Hynix +9.01%, $SNDK +5.76%, $SOXL +6.89%. The bull case has three legs: risk appetite after CPI, Micron management saying AI memory tightness can run past 2027 — which had UBS calling a structural reset in through-cycle profitability — and the sell side following it up. The bear case is supply and guidance: CXMT is adding capacity, and SanDisk and Western Digital both fell two sessions after beating, on outlook. Same chips, opposite conclusions — the argument isn't demand any more, it's who gets to set the price.

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Comments

Guy
08-13
Guy
AI capex far from over maybe, but these valuations already price in years of perfection. What happens if one quarter slips?
JamesWalton
08-13
JamesWalton
I added Nvidia and Micron already, AI capex still looks early. Memory next?

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