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#股票财报季 Don't rush to say AI is back. The more I look at these SpaceX earnings, the less they add up

Guys, SpaceX's after-hours earnings report had some truly jaw-dropping numbers. Revenue was $14.6 billion, versus expectations of $12.7 billion. Net income came in at $4.4 billion, more than double the roughly $1.8 billion expected. The stock briefly jumped 8% after hours.

But let's break it down. The real star was the AI business, which brought in $7.56 billion in revenue, up a staggering 830% and easily surpassing Starlink.

The catch is that most of this money came from renting out computing power—not from Grok being especially competitive. Starlink now has 13.6 million users, but average monthly revenue per user fell from $83 last year to $69. The more it expands, the cheaper it gets.

There were just two highlights from the earnings call: Musk said merging with Tesla “is a good idea,” and a committee has already been formed, but it would need approval from 50% of all shareholders. The CFO also gave Q1 revenue guidance of $33 billion to $37 billion, which was a shock. But Q4 capital spending is set to surge to $35 billion to $40 billion. At that rate, can the AI business's profits cover all that spending?

As for whether money has flowed back into AI, just look at Tuesday's market action: the Dow rose 1%, the Nasdaq closed lower, and money poured into healthcare and small-cap stocks.

These SpaceX earnings look impressive, but they seem more like a one-off boom in computing-power rentals than a sign that the AI story is back on. Don't be fooled by that after-hours spike—let's wait for Meta's and Tesla's earnings. $SPCX $TSLA $MARSCOIN

#美国9月ppi年率升至6.3% U.S. Stock Market Analysis: U.S.-Iran Rumors Trigger a Stunning 33-Minute Reversal as Funds Quietly Pull Back from AI

U.S. stocks diverged on Tuesday: the Dow rose 1.02% to 52,495.88, the S&P 500 gained 0.28%, and the Nasdaq edged down 0.02%. The surface looked calm, but beneath it, the market was on a rumor-driven roller coaster.

How different assets reacted:
When rumors emerged of a U.S.-Iran “compromise plan,” Brent crude plunged from $111 to $105.9, while gold and U.S. stock futures jumped instantly. The dollar and Treasury yields fell in tandem.

Iran then denied the reports, and oil recovered most of its losses. But here’s the key detail: buyers didn’t fully retreat, and gold and stock-index futures gave back only part of their gains. This suggests the market is betting on easing tensions on the principle of “better safe than sorry.”

Signs of sector rotation:
Tech stocks came under pressure: Meta fell 1.59% and Apple dropped 1%. Funds flowed noticeably into healthcare (Eli Lilly rose 3.49% to a record high) and small-cap stocks (the Russell 2000 gained 1.66%).

The AI narrative is beginning to lose momentum. CoreWeave briefly hit an intraday low, while a Korean AI data center stock plunged 32% on its first day of trading. The market’s approach to valuing AI assets is shifting from “growth expectations” to scrutiny of capital expenditure.

Oil rumors were just the trigger. The real story is that, ahead of earnings season, funds are pulling out of crowded AI trades and seeking defensive and undervalued assets. Meta reports after Wednesday’s close; if its capital expenditure guidance falls short of expectations, the rotation could accelerate. Don’t focus on the indices—watch the flow of funds.$CL $SOXL $KORU

#ai和半导体股本周市值损失超1万亿美元 U.S. Market News: Eli Lilly Hits a Record High, SpaceX Wows After Hours—Is Faith in AI Starting to Waver?

U.S. stocks diverged sharply on Tuesday. The Dow rose 1.02% to close at 52,495.88, the S&P 500 gained 0.28%, and the Nasdaq slipped 0.02%. Money rotated out of AI and tech stocks into pharmaceuticals and industrials. Eli Lilly and UnitedHealth led healthcare stocks, while Nvidia and Apple edged lower.

Top stocks by trading volume:
Micron Technology led with $17.385 billion in trading volume, closing down 0.98%. Nvidia saw $16.52 billion in trading volume and fell 0.29%. Tesla rose 1.54% against the trend, with $11.441 billion in trading volume; its earnings report after the close was a key focus.

Biopharmaceutical stocks made notable moves: Moderna surged 6.69%, while Eli Lilly gained 3.49% to hit a record high, with $3.823 billion in trading volume.

Key news:
SpaceX released its earnings after the close. Q3 revenue came in at $14.58 billion, well above expectations, while net income swung to a profit of $4.4 billion. Starlink users grew to 13.6 million, and the stock rose more than 3% at one point after hours.

Nvidia is teaming up with Siemens to build an AI factory in Germany, while Amazon announced plans to invest more than €16 billion in Germany by 2027. Meta and Tesla will report earnings after the market closes on Wednesday. Investors are watching to see whether capital expenditure guidance can sustain the AI narrative.

The indexes look calm on the surface, but currents are stirring underneath—investors are moving to safety ahead of earnings from AI giants, making pharmaceuticals and industrials safe havens. Can SpaceX’s impressive numbers help restore sentiment toward tech stocks? We’ll find out after the close on Wednesday.$SPCX $SOXL $KORU

Enter the market and short crude oil; the US and Iran tentatively approve Pakistan’s mediation proposal

According to reports by Israel’s Channel 12 and The New Arab, a proposal submitted today by Pakistan’s army chief of staff to senior Iranian officials has been approved by the United States, and Iran has also tentatively agreed to it.

The plan reportedly includes secret inspections of Iran’s nuclear facilities by the International Atomic Energy Agency (IAEA). It also partly addresses Iran’s demand for the return of frozen funds, stipulating that interest earned on the $6 billion frozen in Iranian accounts at Qatari banks be transferred to Iran.$CL

#韩国kospi指数跌超2% My U.S. Stock Premarket Diary (October 20): Korean stocks crashed, memory stocks are getting hit again—is this rebound fake?

I took a quick look at the premarket this morning, and my heart sank. The KOSPI closed at 5552.74, down 3.73%, giving back all of the gains from its rebound over the past two days in a single session. Foreign investors pulled out 542 billion won, institutions dumped 998 billion, and retail investors were left holding the bag alone. It’s a painfully familiar picture.

Then I looked at the U.S. premarket, and things weren’t any better. SOXL was down 4.92%, Micron down 2.83%, SanDisk down 3.28%, and SK hynix ADR down 4.89%. Memory stocks surged yesterday, and today they’re giving those gains back just as decisively. CoreWeave was down another 4.64% premarket. Even Goldman’s buy rating couldn’t help—the bond market simply isn’t buying it.

Where’s the money going? KORU (a 3x leveraged Korea ETF) plunged 10.57% premarket, while EWY fell 3.60%. Elice, an AI infrastructure company in Korea, fell below its IPO price on its first day of trading, dropping nearly 30%. That’s a terrible signal. Money is pulling out of the AI infrastructure narrative. This isn’t just one market—it’s happening globally.

My take: In hindsight, yesterday’s Nasdaq rally looks more like a breather. The AI earnings story hasn’t come together, oil is still above $110, and the Korean market has made its point with a big bearish candle. In the near term, the correction doesn’t look over, so don’t rush in to catch a falling knife. Let’s talk about a rebound when foreign investors stop selling and memory stocks are no longer in the red premarket. $KORU $SOXL $SNDK

Following the announcement of its listing on Upbit's Korean won market, the Metaplex token MPLX surged more than 100%$MPLX

#韩国kospi指数跌超2% Korean stocks rebounded for two days and then gave up everything in one day. Is this round really over?
Bottom line first: don’t rush to buy the dip. This rebound is very likely a “dead cat bounce.”
The KOSPI closed at 5552.74 today, down 3.73%, giving back all of the gains from the previous two days’ rebound in just one session. It briefly fell to 5493 intraday and even broke below 5500. Foreign investors were net sellers of 636.7 billion won, institutions joined in with 467 billion won of selling, and retail investors were the only ones holding it up.
On the news front, there’s basically just one message: nothing has changed. Questions about the return on AI investments are still there, U.S. Treasury yields are still above 5% putting pressure on markets, and the unrest in France is adding more turmoil. More importantly, Samsung and SK Hynix have finished their buybacks—the biggest buyers supporting the market before are gone. JPMorgan directly pointed out that this is the most fundamental difference between this round and the previous two sharp drops.
The technical picture also looks ugly. The 200-day moving average has already been broken, the 10-day line is close to a death cross with the 50-day line, and although the RSI is oversold, history shows that after becoming oversold, it can still fall for a while longer. Retail investors are aggressively buying leveraged ETFs to bet on a V-shaped rebound, but the July playbook may not work this time.
As for the direction: in the short term, the correction is not over yet, and 5000-5100 is the next real support. $KORU $SKHYNIX $SKHY

#比特币突破8.3万美元 MicroStrategy is buying, ETFs are flowing in, so why can't BTC budge?
First, the bottom line: the buying is real, but the selling is more urgent. Bitcoin is currently hovering around $82,000. Every time it touches $83,000, it gets slapped back down—the mood is completely different from when it surged to $87,000 before.
MicroStrategy bought another 267 BTC last week at an average price of $82,900, bringing its holdings to 848,000 BTC. ETFs aren't doing badly either: $526 million in net inflows in a single day, with BlackRock alone bringing in $665 million. Looks pretty lively, right? But the price just won't budge.
The problem is on the other side. Short-term holders previously dumped too much BTC onto exchanges while in profit, and that wave of selling still hasn't been fully absorbed. The amount institutions are buying can't absorb profit-taking by retail traders and long-term holders. Put simply, slow money can't beat fast money.

Technically, the $82,500–$82,800 range has turned from support into resistance. The weekly close was below it, and according to Rekt Capital, if BTC can't reclaim this level, it's likely to test below $80,000 next. In the short term, it's just grinding back and forth between $80,800 and $82,800, unable to move up or down.

As for direction, I think the short-term correction isn't over yet. I'm not bearish on Bitcoin, but the risk-reward for chasing longs at this level isn't great. The $80,000 round-number level will probably be tested again. If you're really looking to trade, waiting near $80,000 to see whether there's a false breakdown followed by a recovery signal is more comfortable than chasing the price now. #BitMine增持12535枚ETH #Strategy增持267枚比特币 #加密金库存款超100亿美元 $BTC $ETH $MSTR

#芯片股反弹带动美股上涨 U.S. Market Analysis: Nasdaq Rebounds More Than 1%, but the Real Pressure Is in Bonds and Oil

Tech stocks bounced back, while the Dow lagged. The Nasdaq closed up 1.11%, the S&P 500 rose 0.41%, and the Dow slipped 0.07%. SanDisk climbed more than 5%, Amazon rose nearly 5%, and Micron also gained, ending the semiconductor sector’s eight-day losing streak.

On the surface, AI trading is recovering, but the rebound’s staying power is questionable. CoreWeave surged as much as 7% after Goldman Sachs upgraded its rating, only to give back those gains by the close. The S&P 500 barely reclaimed its 50-day moving average, with resistance above still intact.

Macroeconomic pressures are the real story.
WTI crude climbed back above $103, gaining more than 2% in a single day as Middle East supply risks continued to intensify. Rising oil prices are pushing inflation expectations higher, while the 10-year Treasury yield climbed to around 5.13%, up about 4 basis points on the day.
Corporate bond supply, coupled with unrest in France, has heightened risks in European bond markets, and credit spreads are widening. Spot gold fell back to around $4,180, while bitcoin seesawed around the $82,000 mark.

A one-line take on each asset class: Tech stocks are repairing sentiment, bonds are pricing in risk, and crude is pricing in geopolitics. Their diverging moves show that this rebound is a sector-specific catch-up—not a broad-based reversal.

The Nasdaq rose, but don’t focus on the Nasdaq alone. Until oil and bonds stabilize, tech stock rallies will still carry the sense that “another punch could land at any moment.” Watching WTI and the 10-year yield is more useful than watching candlestick charts. $CL $SOXL $BTC #韩国KOSPI指数跌超2% #Strategy增持267枚比特币

#芯片股反弹带动美股上涨 U.S. Stock Market News: Amazon Soars 5% After Morgan Stanley Names It a “Top Pick”—Is AI Trading Sentiment Really Rebounding?
Tech stocks rebounded, but the rally was notably uneven beneath the surface. On Monday, the three major U.S. indexes finished mixed: the Nasdaq led with a 1.11% gain, the S&P 500 rose 0.41%, and the Dow slipped 0.07%.

At first glance, tech stocks appeared to be rallying across the board. In reality, money flowed only toward the names seen as most dependable. Morgan Stanley named Amazon a “top pick” and raised its price target to $350. Amazon closed up 4.98%, with $14.305 billion in trading volume. Micron Technology led in trading volume at $23.292 billion, gaining 2.97%. Nvidia announced it had completed a simulation of fault-tolerant computing using 104 qubits, and rose 1.38%, with $21.355 billion in trading volume.

Elsewhere, CoreWeave fell 0.44% despite Goldman Sachs upgrading it to “Buy.” Meta dropped 0.55%, while Apple edged down 0.15%.

The key takeaway from the news is simple:
The market is no longer buying the “AI story”—it only cares about “AI profits.” Morgan Stanley’s bullish view on Amazon centers on the belief that AWS’s contribution to profits is significantly undervalued; it expects AWS growth to reach 47% in 2027. CoreWeave’s failure to rise despite positive news, meanwhile, shows that pure-play AI infrastructure narratives are being put to the test on their ability to deliver profits.

The tech rebound is real, but the bar for joining it has risen. Giants with a solid profit anchor are attracting capital, while companies relying on a compelling story to justify their valuations are losing ground. This divergence is more worth watching than a broad-based rally.$SOXL $KORU $SKHYNIX #韩国KOSPI指数跌超2% #

#韩国kospi指数开盘跌3.17% My U.S. Stock Pre-Market Diary (October 19, 2026)
Guys, everything was glowing green in pre-market. I stared at the screen for ages. Honestly, I was tempted, but I kept my hands steady.
Nasdaq futures climbed 1.25%. On the memory front, Micron was up 2.48% pre-market and SanDisk was up 3.22%. SOXL surged 7.77%, and the semiconductor ETF gained 2.59%.

At first glance, it looks like AI is back in favor, but we need to break down where the money is coming from. The Nasdaq fell 4.5% last week, and the CoreWeave credit scare drove fears over AI debt to an extreme. On Friday, the VIX spiked to nearly 20.

The gap higher today is essentially short covering plus speculative money betting on an oversold bounce. JPMorgan reiterated its Overweight rating on CoreWeave, saying concerns had “gone too far.” Nebius, down 25% last week, bounced 4% today. These are rebounds after steep declines.

The flow of money tells the story: memory and optical communications are leading the gains, after South Korea’s finance minister said the semiconductor upcycle would last through 2027 and Jensen Huang said orders were still pouring in. But keep in mind, these are short-term catalysts from the news—not a fundamental turnaround. The market has already been pricing in how the rally will hold up after tonight’s gap higher. My view is clear: this is a rebound and a recovery, not a reason to chase prices higher.

If something surges too hard at the open, I’d rather miss out. Meta’s earnings later this week will be the real test. The AI narrative needs to be backed up by real money. $SOXL $SNDK $MUU

I've been posting consistently on X lately, and my account is almost at 10,000 followers. Then today, Musk transferred $15 to my X Money account. I heard I can use it to buy cryptocurrency directly.

$CT ct surged 30% in a short-term rally
On the news front: it will be listed on South Korea's largest exchange

#韩国kospi指数开盘跌3.17% Korean stocks staged a deep V—is this a chance to buy the dip or a signal to get out? Here’s my honest take on Hynix
Guys, Korean stocks had quite a day: they opened down more than 3% and somehow clawed their way into positive territory. It looks great, but don’t get carried away. Hynix was down as much as 6% before the open and only managed to close around breakeven. Is this really a sign that sentiment has bottomed? Foreign investors and institutions simply stepped in to prop up the market at the 5,000-point level, buying a net more than 300 billion won during the session while retail investors sold at a loss. Put simply, this is an oversold bounce, not a reversal.
The AI bubble narrative hasn’t gone away, and the CoreWeave credit issues are still unresolved. Don’t expect the mood around memory stocks on Wall Street tonight to give Korean stocks much of a boost. Micron and Hynix ADRs ticking up a little in overnight trading is just a technical rebound after a steep drop. Markets have already been pricing in a scenario where US stocks open higher tonight and then give back their gains—don’t get distracted by the action in Korean stocks.
As for direction, expect a short-term pullback, not another leg up. Hynix’s long lower wick today was created by a pileup of stop-loss orders, not by major players building positions. If you’re itching to buy, wait for a retest. Chase the rally and you’ll get burned.$SOXL $KORU $SKHYNIX

#纳指100本周跌5.5%创18个月最大周跌幅 Tomorrow in the South Korean stock market, don’t rush to buy the dip—first see which way these two forces are pulling
Bottom line: I expect choppy trading with a slight rebound in the short term, but I wouldn’t dare bet heavily on a “trend reversal.” SK Hynix’s ADR fell 6.58% last Friday, and KOSPI200 overnight futures plunged 3.5% in response. South Korean stocks will almost certainly have to swallow that wave of fear at Monday’s open. But keep in mind that the market had already staged a rebound during Friday’s session, and foreign investors returned as buyers, snapping up over 300 billion won worth of shares. That suggests some people thought the sell-off had gone far enough.
The news around Hynix is mixed. On the positive side, AMD CEO Lisa Su personally confirmed that Hynix will supply HBM4, so Samsung won’t have the market to itself. On the negative side, there are signs of delays in HBM4 equipment orders. The market is concerned about technical bottlenecks, or that Hynix may be deliberately holding back capacity to protect profits from conventional DRAM. I took a look at community discussions: panicked sellers and the die-hard “₩200,000 Hynix” bulls are still at each other’s throats, so sentiment hasn’t fully cooled.
I haven’t seen any clear unusual activity in Hynix-related contracts pointing to early on-chain pricing, so I won’t make anything up. My take: a lower open tomorrow is likely, but whether the market can recover afterward will depend on whether foreign investors keep buying or start selling during the first half-hour of trading. If the dip is quickly bought up, expect a short-term rebound and recovery. If it drifts lower without much volume, the correction isn’t over yet. $KORU $SKHYNIX $SOXL

#strategy周五股价下跌9% Strategy plunged 9%, while BTC barely moved. Is it holding back a catch-up drop, or is it genuinely holding strong?
First, the data: MSTR closed at 136.83 on Friday, down 9.56%. BTC? Around 81,500, down less than 1%. Same asset exposure, but one crashed while the other played dead. Something doesn't add up.
Look at the details and it makes sense. After the market closed on the 15th, MSCI dropped a bombshell: its new rules would exclude companies whose primary business is holding assets, putting Strategy directly in the firing line. JPMorgan estimated that if it gets kicked out, passive outflows could reach about $2.8 billion. This isn't about fundamentals—it's a liquidity event. MSTR is falling because of its “index eligibility,” not because of BTC.
What about on-chain data? The 30-day average of net exchange outflows is still sitting at -3.12K BTC; coins keep moving off exchanges. As for the whales, someone bought nearly 15,000 BTC—worth $1.25 billion—during the sell-off a few days ago. Those players haven't run.
What are the smart-money investors doing? MSTR's net mNAV is still above 1. That means even after the stock fell this far, the coins it holds are still worth as much as its share price after subtracting debt and preferred stock. The premium has been squeezed, but it hasn't collapsed.
My take: BTC could still be holding back a catch-up drop, but MSTR is also dealing with an MSCI landmine of its own. $MSTR $BTC

#布伦特原油自5月来首次触及110美元 Oil prices have gone through the roof again—what on earth is going on with the U.S. and Iran?

Bottom line: geopolitics accounts for 70% of this oil-price surge, and technical factors the other 30%. WTI closed Friday at $101.41, up 3.5% on the day. It has risen for seven straight days, gaining 10.4% this week. Brent closed at $109.86, touched $110 intraday, and hit a five-month high.

What’s happening with the U.S. and Iran? Put simply, the Strait of Hormuz keeps flaring up. On the 16th, Iran reported another tanker fire in the eastern part of the strait—the second day in a row. More importantly, the U.S. and Israel are holding secret discussions about plans to strike Iran’s nuclear facilities. Trump himself said they “may strike the underground nuclear facility at Pickaxe Mountain again,” and the aircraft carrier USS Bush has returned to the Arabian Sea. Eurasia Group raised the odds of an escalation in the Persian Gulf from 35% to 65%. Trump previously said he wouldn’t act before the midterm elections, but the market is now trading on the possibility that “what if he does?”

What do the technicals show? After seven consecutive daily gains, WTI is now approaching a previous resistance zone. The earlier pivot reference was around $95, but prices have already moved well beyond that, and short-term indicators are clearly overheated. At this point, chasing the rally offers poor risk-reward.

As for direction, my personal view is that we’re more likely to see a near-term pullback than a continued rally. Geopolitical premiums can rise quickly and disappear just as fast. If there are no fresh reports of fires near the strait, or if the U.S. and Iran suddenly say that “talks are making progress,” prices could give back their gains very quickly. If you’re holding long positions opened at lower levels, consider taking some profits.$CL $BTC $ETH

#美国ppi同比升至6.3% U.S. Market Analysis: AI Faith Crumbles, Chip Stocks Fall for Eight Straight Sessions, and Money Is Flowing in These Three Directions

The AI trade is undergoing a sweeping reckoning: the Nasdaq plunged 2%, while chip stocks posted their longest losing streak since 2008. U.S. stocks suffered a broad selloff on Friday, with the Nasdaq down 2.15%, the S&P 500 down 1.1%, and the Philadelphia Semiconductor Index falling more than 3.5% for its eighth straight session of losses. CoreWeave plunged 12%, and yields on its bonds briefly topped 15%, flashing a red warning on credit risk. The market is starting to ask: when growth is built on debt-funded AI capital spending worth trillions, where are the profits?

How macroeconomic news is affecting different asset classes:
Tech stocks/AI supply chain: Memory chips were hit hardest, with Micron down 5.6%, SanDisk down 6.8%, and SK Hynix ADRs down more than 6.5%. The Magnificent Seven fell 1.6% for the day, with Apple the only one to finish higher; preorders for the foldable iPhone Duo sold out instantly, supporting the stock. Goldman Sachs believes the market's reaction in some areas has been excessive: the Nasdaq's forward P/E has fallen to 21, its lowest since the AI cycle began.

Energy: Brent crude rose more than 3% intraday, nearing $110, while WTI extended its winning streak to seven sessions, closing at $101.71. Chevron and Exxon Mobil both hit new record highs. Lawmakers from both parties introduced a bill to block Russian diesel from entering the market. Combined with tensions around the Strait of Hormuz, this has made energy the most direct haven from rising oil prices.

Defensive assets: Coca-Cola rose more than 2% to another record high, while Eli Lilly, Walmart, and Procter & Gamble also gained. The 10-year Treasury yield briefly climbed to 5.125%, before retreating to 5.097% late in the session; longer-dated Treasuries clearly outperformed shorter-dated ones this week. Gold steadied near $4,168, ending almost unchanged.
FX: The U.S. dollar index fell to a more-than-two-week low of 101.58, while the offshore yuan approached 6.6830 intraday, setting a four-year high for the second consecutive day.

When the cost of financing AI starts to bite, the story has to give way to cash flow. Energy and consumer staples are rising as chip stocks fall. This isn't rotation; it's investors voting with their feet and repricing “certainty.” Next week's earnings from tech giants will be the real day of reckoning. $SOXL $CL $XAU #Celestia推出AI智能体测试链Eden #布伦特原油自5月来首次触及110美元 #纳指100本周跌5.5%创18个月最大周跌幅

#美国ppi同比升至6.3% U.S. Stocks in Focus: Nasdaq Sheds 4.5% for Its Worst Week in Four Months; Apple Hits New High as Foldable iPhone Sells Out

Tech stocks suffered a broad rout as risk aversion intensified. The three major U.S. indexes diverged on Friday: the Nasdaq plunged 2.15% to close at 26,140, bringing its weekly loss to 4.5%—its worst weekly performance since June. The S&P 500 fell 1.09%, while the Dow slipped just 0.34%, narrowly holding on to a weekly gain.

The technology sector led the declines, falling 2.54%, while energy and utilities rose against the trend. Investors are pulling back from crowded AI trades.

Nearly all the big tech names fell. Micron Technology topped trading volume at $27.26 billion, closing down 5.63%; Nvidia traded $26.14 billion, down 1.43%; Tesla traded $22.37 billion, down 2.13%. Meta fell 3.72%, AMD dropped 5.95%, and CoreWeave plunged 11.91%. Apple was the only gainer among the four most actively traded stocks, rising 0.43% to a new all-time high.

News: Demand for Apple's foldable phone explodes as Jensen Huang tries to reassure investors. Just minutes after preorders for the iPhone Duo opened, delivery estimates were pushed back to December. Its starting price of $1,999 did nothing to quell the buying frenzy, and Counterpoint expects sales to reach around 6 million units this year.

Nvidia CEO Jensen Huang said in Berlin that the current turbulence in the AI market would eventually pass and that the industry was still in its early stages, with large-scale investment in hardware ultimately set to pay off. Huang is scheduled to deliver a keynote at Nvidia's GTC event in Berlin on October 21. Tesla shares briefly surged more than 5% after its Roadster flying car was unveiled, but analysts generally believe mass production is still years away, with 2028 the earliest likely date. The vehicle is unlikely to contribute to revenue in the near term, and the stock reversed course during the session.

The AI narrative is facing a crisis of confidence, making Apple a temporary safe haven for investors. With borrowing costs rising and AI profits still a distant prospect, investors are voting with their feet. $SOXL $KORU $SNDK #纳指100本周跌5.5%创18个月最大周跌幅