2026-01-03 14:20:39

U.S. stocks showed a clear divergence on Friday. The Dow Jones Industrial Average rose 319.10 points to 48,382.39 (up 0.66%), the S&P 500 increased by 12.97 points to 6,858.47 (up 0.19%), while the Nasdaq only dipped slightly by 6.36 points to 23,235.63 (down 0.03%). Small-cap stocks defied the trend and rose, with the Russell 2000 index up 24.80 points to 2,506.707 (up 1%).

The chip sector became the absolute star of the week. Nvidia led the gains with over 1%, and Micron Technology was even more astonishing, soaring about 10% and hitting a new all-time high. These two AI chip giants are also the big winners for 2025—Nvidia achieved approximately 39% growth for the year, while Micron Technology surged over 240%, reflecting the market's feverish demand for AI chips.

However, software and other tech stocks were not so fortunate. Salesforce fell 3%, CrowdStrike declined by 4%, Palantir Technologies plummeted 5.6%, and Microsoft dropped 2.2%. These declines dragged down the Nasdaq. Additionally, Tesla's stock price fell over 2% after the company reported Q4 delivery data that declined 16% year-over-year, well below market expectations.

Looking at this market trend, the investment wave in AI chips remains hot, but internal polarization within tech stocks is intensifying.

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

20 Likes

Reward
20
7
Repost
Share

Comment

0/400

ProofOfNothing

· 01-06 08:40

Micron's stock has skyrocketed this wave, up 240%! Oh my goodness, this is the real AI dividend. Chips are in high demand, while software companies are all getting beaten down. Is this clear differentiation pushing me to all-in on hardware? Tesla's delivery data is so disappointing. Has the electric vehicle boom ended? Wait, Microsoft also dropped. Does this mean the big model route isn't working out? What makes Micron so fierce? Is it just because it's the leader in AI chips? Can small investors keep up? The Russell 2000 is up 1%, which is pretty good. Are small-cap stocks rebounding? Could it be a trap again? The NASDAQ barely moved. It's so boring—maybe it's better to just focus on chips directly. Given this level of differentiation, is it time to adjust my holdings?

View OriginalReply0

BearMarketHustler

· 01-06 06:52

Micron 240%, isn't that crazy? I just want to ask, is this really true? Chip prices skyrocket while software plummets, the divergence is so severe, be very careful. The Nasdaq is almost falling apart, and some people still dare to go all-in. I really can't learn that kind of courage. Tesla dropped again, I thought it would turn around this year, but it’s still so sluggish. AI chips are crazy, but don’t forget the consequences for those who take over, friends. The Dow slightly up, Nasdaq slightly down, it feels like a correction is coming, something's not right. This wave of Micron really made a killing. If I had gotten in earlier, I’d be financially free by now, haha. This kind of divergence market is the easiest to get caught in. It looks exciting when it’s rising, but the losses are even more satisfying. Small-cap stocks rose against the trend by 1%, maybe that’s a signal? The chip industry leader is so strong, other tech sectors are getting harder and harder.

View OriginalReply0

SpeakWithHatOn

· 01-03 14:50

Micron's 240% surge is truly amazing; this is the real AI dividend. Chips are eating the meat, software is drinking the soup; the divergence is too obvious. Tesla's delivery volume has dropped so much, Elon Musk needs to come up with a solution. Nvidia's 39% increase isn't crazy enough; keep pushing, push, push. Microsoft drops 2.2%; is this making way for AI chips? Small-cap stocks are rising against the trend; is this a market indicator? Palantir plunges 5.6%; even AI concept stocks can't withstand the pressure. The Nasdaq hardly moved, mostly supported by chips. If the US stock market continues to diverge like this, when will we find a new direction?

View OriginalReply0

GateUser-e87b21ee

· 01-03 14:50

Micron 240%, is that true? I need to check my holdings quickly... Chips are making money, software is just getting by, the difference is too big. It's good that the Nasdaq didn't fall; it was dragged down by Microsoft and others. Tesla's deliveries dropped 16%, Elon Musk is getting anxious. The Dow is steady, even small caps are rising? This divergence is a bit outrageous. Nvidia's annual increase of 39% is still continuing? That doesn't make sense. Selling software is really tough, let's see when the rebound happens. How long will this AI chip boom last?

View OriginalReply0

TradFiRefugee

· 01-03 14:44

Micron 240%, truly outrageous, this is the real AI beneficiary stock.

View OriginalReply0

MagicBean

· 01-03 14:37

Micron surges 240%, is this real? Do I feel like I missed out on hundreds of millions?

View OriginalReply0

CryptoCross-TalkClub

· 01-03 14:34

Laughing to death, Micron's 240% surge, how many people have jumped off buildings and come back to life? Chip prices soar while software crashes, is the market doing a multiple-choice question or rolling dice? Tesla's deliveries drop 16%, is Elon Musk paving the way for surprises next year? Another wave of harvesting, the retail investors should take medicine. AI chip boom, but I bet five cents that nine out of ten people chasing the high get trapped. Division, this thing is just a smart person's ATM. Microsoft drops 2.2%, is this the price of being "big but not falling"? Looking at this trend, the crypto market has been bearish for so long, finally there's some gossip to enjoy.

View OriginalReply0