US Stock Market: The AI Trade

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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?

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Guy
·08-13
AI capex far from over maybe, but these valuations already price in years of perfection. What happens if one quarter slips?
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JamesWalton
·08-13
I added Nvidia and Micron already, AI capex still looks early. Memory next?
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(Reuters)\nAt the same time, July inflation came in without a major upside surprise, helping ease concerns around interest rates.\nSo what am I watching now?\nAI → Semiconductors → Data Centers → Power → Memory → Networking\n#StockMarket #USStocks #Investing #AIStocks #Nvidia #Micron #Semiconductors</body></html>","htmlText":"<html><head></head><body>US Stock Market: The AI Trade Is Back 🚀\nThe U.S. market is showing strength again — but the most interesting part isn’t just the S&amp;P 500 or Nasdaq hitting record territory.\nIt’s where the money is flowing.\n📈 S&amp;P 500: 7,748\n📈 Nasdaq: 26,588\n📊 Dow: 53,770\nThe big story continues to be AI infrastructure.\nCoreWeave 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)\nAt the same time, July inflation came in without a major upside surprise, helping ease concerns around interest rates.\nSo what am I watching now?\nAI → Semiconductors → Data Centers → Power → Memory → Networking\n#StockMarket #USStocks #Investing #AIStocks #Nvidia #Micron #Semiconductors</body></html>","text":"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? 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