U.S. AI rally cools: Nasdaq plunged 2.6% on Thursday, its biggest one-day drop since June; Dow edged up 0.02%. Meta plunged 7% as AI spending weighed on profits, which fell short of expectations. Nvidia’s CEO warned of insufficient AI capital, while growth at new cloud service providers is being constrained. The Philadelphia Semiconductor Index tumbled 6.7%. Investors flocked to bonds, sending Treasury yields sharply lower. #美股 #AI #Nasdaq