#巴西交易所b3拟2027年上半年推出证券代币化平台 U.S. Stock Market Analysis: AI Concerns Ease and Money Flows Back Into Tech, but the Real Opportunities Lie in These Three Areas
All three major U.S. stock indexes closed higher on Friday: the Dow rose 0.83%, the S&P 500 gained 0.59%, and the Nasdaq climbed 0.64%. Selling pressure sparked by the gap between OpenAI’s revenue expectations and actual results eased, and money flowed back into tech stocks.
AI software stocks surged across the board: Snowflake and Datadog jumped 7%, Palantir rose more than 5% to a record high, and Microsoft gained 2.38%. Chinese stocks staged a strong comeback: the Nasdaq Golden Dragon China Index rose 2.69%, Alibaba gained more than 5%, and PDD climbed 4%.
But keep a close eye on three things: the 10-year Treasury yield is at 5.24%, capping valuations; Apple has cut orders for iPhone 18 components by 15%, casting doubt on demand for consumer electronics; and telecom carriers have plunged—T-Mobile fell more than 13% and AT&T nearly 10% after SpaceX’s spectrum acquisition upended the market.
This rebound reflects a recovery in sentiment, not a trend reversal. Money is rotating among AI software, Chinese stocks, and nonferrous metals, while the bond market and oil prices continue to exert pressure.
All three major U.S. stock indexes closed higher on Friday: the Dow rose 0.83%, the S&P 500 gained 0.59%, and the Nasdaq climbed 0.64%. Selling pressure sparked by the gap between OpenAI’s revenue expectations and actual results eased, and money flowed back into tech stocks.
AI software stocks surged across the board: Snowflake and Datadog jumped 7%, Palantir rose more than 5% to a record high, and Microsoft gained 2.38%. Chinese stocks staged a strong comeback: the Nasdaq Golden Dragon China Index rose 2.69%, Alibaba gained more than 5%, and PDD climbed 4%.
But keep a close eye on three things: the 10-year Treasury yield is at 5.24%, capping valuations; Apple has cut orders for iPhone 18 components by 15%, casting doubt on demand for consumer electronics; and telecom carriers have plunged—T-Mobile fell more than 13% and AT&T nearly 10% after SpaceX’s spectrum acquisition upended the market.
This rebound reflects a recovery in sentiment, not a trend reversal. Money is rotating among AI software, Chinese stocks, and nonferrous metals, while the bond market and oil prices continue to exert pressure.