Nasdaq Up 0.45% Intraday as SpaceX and Super Micro Computer Earnings Boost AI Sector
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The Nasdaq rose 0.45% intraday, lifted by beat-and-raise reports from SpaceX and Super Micro, yet CoreWeave's 2.4% drop signals that last week's AI selloff jitters haven't fully cleared.
Where did the three major indexes land?
The Nasdaq Composite climbed 117.55 points (0.45%) to 26,542.36, led by tech stocks.
The S&P 500 added 8.43 points (0.11%) to 7,721.00; the Dow slipped 24.43 points (0.05%) to 52,471.45.
This means → capital rotated squarely into tech-growth names while traditional blue chips were left behind.
Why did SpaceX and Super Micro lift the whole sector?
SpaceX surged 10.7% after reporting its first quarterly profit as a public company. Musk said the same day that merging SpaceX with Tesla is "a good idea"; Tesla rose 3.7% on the comment.
Super Micro jumped 12%, topping the S&P 500 leaderboard — the AI-server maker forecast revenue and margins above Wall Street estimates for the current quarter.
In plain terms = Super Micro's significance isn't its own stock price — it's proof that companies are still spending real money to build out AI infrastructure. That demand hasn't stalled. Dell Technologies rose 5% and HPE gained 3% in sympathy.
Has last week's AI selloff mood really passed?
Last week the market dumped AI-related stocks over a single fear: whether AI expansion can actually turn a profit. Data-center operator CoreWeave bore the brunt.
This earnings season has begun to ease that anxiety, but CoreWeave still fell 2.4% intraday.
This reflects a split inside the sector: beat-and-raise earnings can pull hardware suppliers higher, but doubts about the "burn cash to operate" model haven't vanished after just one or two strong reports.
What's worth watching after the close?
Netflix slid intraday after its quarterly guidance failed to top investor expectations.
MarketTerminal.com CEO Adam Sarhan said: "No bad news is good news" — arguing that as long as the economy keeps growing without major headwinds, corporate earnings have a floor.
Meta and Tesla report after the bell. This means → whether they can extend the beat streak will be the real test of this AI-sector bounce's staying power.
市场有风险，内容仅供研究参考，不构成投资建议。