#英伟达财报后涨8.74% U.S. stock market close summary: AI faith goes into another frenzy, Nvidia surges 8%—market value up by $442B, Salesforce rockets 22%
On Thursday, all three major U.S. stock indexes closed higher across the board. The Nasdaq rose more than 1.5%, with AI concept stocks and high-quality performers leading the session. Market sentiment surged, and capital flowed aggressively into companies with results that beat expectations and with clearly defined AI narratives.
Trading value and price-move focus (TOP 20):
Nvidia (NVDA): Trading value of $67.298B, the highest; shares rose 8.74%; market value increased by $44.20B in a single day (the second-highest in history). Strong earnings guidance eased concerns about slowing growth. Institutions note that its guidance remains somewhat conservative, and with supply constrained, demand growth is expected to be even faster.
Salesforce (CRM): Trading value $13.678B; soared 22.58%. An unexpectedly strong earnings report and an AI collaboration (with Anthropic) shattered fears that SaaS is being disrupted—turning sentiment around the sector.
CrowdStrike (CRWD): Trading value $5.195B; jumped 20.50%. Full results beat expectations and the company raised its full-year guidance. Its AI security business is accelerating.
Micron Technology (MU): Trading value $26.438B; slipped 0.32% slightly. President Trump praised its AI frontier position in a post.
Other strong performers: Intel (INTC) up 4.36%, Broadcom (AVGO) up 4.49%, Palantir (PLTR) up 4.75%, and Strategy (MSTR) surged 11.54% (bitcoin-related).
News and key drivers:
AI leaders’ earnings and guidance continue to come in above expectations, reinforcing the narrative that “AI capital expenditures have not even peaked yet.”
Elon Musk said SpaceX’s revenue could reach $3.5 trillion by 2033, boosting risk appetite.
However, note that storage chips (SanDisk down 0.96%, Marvell Technology down 1.49%) pulled back against the trend, indicating sector differentiation.
The overall tape clearly played out the logic of “earnings reign supreme + AI faith.” Capital is highly concentrated in top-tier AI and enterprise software leaders. Near-term sentiment is at a peak, but fragility at these elevated levels has increased—watch out for volatility driven by any expectation gaps from tonight’s remarks by Walsch/Voish ($MSTR $CRM $NVDA #英伟达开盘140分钟成交335亿美元 )
On Thursday, all three major U.S. stock indexes closed higher across the board. The Nasdaq rose more than 1.5%, with AI concept stocks and high-quality performers leading the session. Market sentiment surged, and capital flowed aggressively into companies with results that beat expectations and with clearly defined AI narratives.
Trading value and price-move focus (TOP 20):
Nvidia (NVDA): Trading value of $67.298B, the highest; shares rose 8.74%; market value increased by $44.20B in a single day (the second-highest in history). Strong earnings guidance eased concerns about slowing growth. Institutions note that its guidance remains somewhat conservative, and with supply constrained, demand growth is expected to be even faster.
Salesforce (CRM): Trading value $13.678B; soared 22.58%. An unexpectedly strong earnings report and an AI collaboration (with Anthropic) shattered fears that SaaS is being disrupted—turning sentiment around the sector.
CrowdStrike (CRWD): Trading value $5.195B; jumped 20.50%. Full results beat expectations and the company raised its full-year guidance. Its AI security business is accelerating.
Micron Technology (MU): Trading value $26.438B; slipped 0.32% slightly. President Trump praised its AI frontier position in a post.
Other strong performers: Intel (INTC) up 4.36%, Broadcom (AVGO) up 4.49%, Palantir (PLTR) up 4.75%, and Strategy (MSTR) surged 11.54% (bitcoin-related).
News and key drivers:
AI leaders’ earnings and guidance continue to come in above expectations, reinforcing the narrative that “AI capital expenditures have not even peaked yet.”
Elon Musk said SpaceX’s revenue could reach $3.5 trillion by 2033, boosting risk appetite.
However, note that storage chips (SanDisk down 0.96%, Marvell Technology down 1.49%) pulled back against the trend, indicating sector differentiation.
The overall tape clearly played out the logic of “earnings reign supreme + AI faith.” Capital is highly concentrated in top-tier AI and enterprise software leaders. Near-term sentiment is at a peak, but fragility at these elevated levels has increased—watch out for volatility driven by any expectation gaps from tonight’s remarks by Walsch/Voish ($MSTR $CRM $NVDA #英伟达开盘140分钟成交335亿美元 )
