#美联储加息是否已成定局 #美国30年期国债收益率升破5.40% US Stock Close Summary: Dell Hits a New High Against the Trend, Oracle Gets Abandoned
On Tuesday, the leaderboard for US stock trading value was released, showing clear market divergence. Micron Technology topped the list with a trading value of $18.89 billion, up 0.39%; Nvidia followed closely with $18.336 billion in trading value, closing up 0.57%. Tech giants generally faced pressure—Tesla fell 0.67%, Apple dropped 0.52%, Amazon slid 2.02%, and Microsoft declined 1.64%. Google, after releasing its Gemini 3.8 Live audio model, still closed down 1.26%.
Key movers:
Dell Technologies rose 1.73% to refresh its high again, with trading value of $5.302 billion, but executives at high levels cashed out more than $130 million—an ambiguous signal. AMD gained 2.19%, and CrowdStrike jumped 3.02%, becoming a couple of the few bright spots on the list. Oracle plunged 3.07%, kicking off another round of layoffs that reduced total headcount by 13%. The market appears to be voting with distrust regarding the return on its AI infrastructure investment. SpaceX fell 3.15%; although Morgan Stanley set a $300 target price, near-term pressure remains.
News highlights:
Micron completed validation of the world’s first 512GB DDR5 memory module, with a single server capacity exceeding 12TB; Google rolled out its most advanced real-time audio model; and Jensen Huang said AI safety does not require new legislation—market mechanisms are sufficient.
While the trading-value leaderboard looks lively, there are undertows beneath the surface—high-level divergence in AI hardware is intensifying, while software and cloud giants collectively pull back. Dell’s new high may be fueled by lingering momentum, but Oracle’s sharp drop is the real signal: the market is beginning to cast doubt on the “AI money-burning” business model.$DELL $KORU $SOXL
On Tuesday, the leaderboard for US stock trading value was released, showing clear market divergence. Micron Technology topped the list with a trading value of $18.89 billion, up 0.39%; Nvidia followed closely with $18.336 billion in trading value, closing up 0.57%. Tech giants generally faced pressure—Tesla fell 0.67%, Apple dropped 0.52%, Amazon slid 2.02%, and Microsoft declined 1.64%. Google, after releasing its Gemini 3.8 Live audio model, still closed down 1.26%.
Key movers:
Dell Technologies rose 1.73% to refresh its high again, with trading value of $5.302 billion, but executives at high levels cashed out more than $130 million—an ambiguous signal. AMD gained 2.19%, and CrowdStrike jumped 3.02%, becoming a couple of the few bright spots on the list. Oracle plunged 3.07%, kicking off another round of layoffs that reduced total headcount by 13%. The market appears to be voting with distrust regarding the return on its AI infrastructure investment. SpaceX fell 3.15%; although Morgan Stanley set a $300 target price, near-term pressure remains.
News highlights:
Micron completed validation of the world’s first 512GB DDR5 memory module, with a single server capacity exceeding 12TB; Google rolled out its most advanced real-time audio model; and Jensen Huang said AI safety does not require new legislation—market mechanisms are sufficient.
While the trading-value leaderboard looks lively, there are undertows beneath the surface—high-level divergence in AI hardware is intensifying, while software and cloud giants collectively pull back. Dell’s new high may be fueled by lingering momentum, but Oracle’s sharp drop is the real signal: the market is beginning to cast doubt on the “AI money-burning” business model.$DELL $KORU $SOXL
