Nasdaq 100 includes AI cloud-leading companies, and Super Data Week focuses on global market trends

The hot wave of the AI industry continues to boost global technology investment trends, and recently the market has seen two major key events. On one hand, the latest quarterly adjustments to the Nasdaq 100 components officially include representative companies from the AI cloud computing, data centers, and space industries, indicating that market funds are continuing to flow into AI infrastructure development; on the other hand, Micron Technology’s earnings report along with six important economic data releases such as PCE, GDP, and durable goods orders will be released collectively, marking the market’s entry into the highly watched “Super Data Week.”

Under the influence of index adjustments and overall economic data, expectations for global tech stocks and AI themes are set to experience a new wave of volatility. For investors, quickly grasping market changes and flexibly allocating assets will be key to positioning for the second half of the year.

Nasdaq 100 Component Adjustment, AI Infrastructure Becomes the Biggest Winner

(Source: TradingView)

The Nasdaq Global Index announced its latest quarterly adjustment results on June 12, with new components officially effective on June 22.

The five newly added companies each represent different AI and tech trends:

1. CoreWeave (CRWV): AI cloud computing services
2. Astera Labs (ALAB): High-speed interconnect chips for AI data centers
3. Rocket Lab (RKLB): Space launch and satellite industry
4. Nebius Group (NBIS): AI infrastructure services
5. Teradyne (TER): Semiconductor testing equipment

Meanwhile, five companies including Charter Communications, Cognizant, Insmed, Verisk Analytics, and Zscaler are being removed.

This adjustment reflects Nasdaq 100’s continued tilt toward AI infrastructure, high-performance computing, and next-generation technology industries, also refocusing market attention on the long-term growth potential of AI.

Why Are CoreWeave and Rocket Lab the Market Focus?

(Source: CoreWeave)

The most eye-catching new entrants are undoubtedly CoreWeave and Rocket Lab. CoreWeave is a key supplier of AI cloud computing power and a significant partner within the NVIDIA ecosystem. As large language models and AI applications grow rapidly, enterprise demand for GPU computing power continues to rise, making it a major beneficiary of AI infrastructure.

(Source: RocketLab)

Another company, Rocket Lab, is dubbed the “Mini SpaceX,” focusing on small satellite launches and space services. With the rapid development of low Earth orbit satellites, space communications, and commercial aerospace industries, it continues to attract growth-oriented capital. Since Nasdaq 100 tracks over 200 investment products with assets totaling about $800 billion, the inclusion of these companies also presents opportunities for passive funds to increase their allocations, further boosting market attention.

Super Data Week Arrives, Micron Earnings and PCE as the Main Focus

Besides index adjustments, June 24 to 26 is recognized as Super Data Week. First, Micron Technology will release its fiscal third-quarter earnings report for 2026. As a key indicator of AI memory demand, its performance will serve as an important gauge of the AI industry’s health.

Additionally, the US will release five major economic data points, including:

1. PCE Personal Consumption Expenditures Price Index PCE is the Federal Reserve’s most important inflation indicator and a key reference for market expectations on interest rate cuts. If the data comes in below expectations, it could boost expectations for rate cuts in the second half.

2. First-quarter GDP Final Estimate The final GDP data will confirm the economic growth performance for Q1. Significant revisions could alter market perceptions of the economic cycle.

3. Durable Goods Orders Reflecting corporate investment in equipment, durable goods orders are viewed as a leading indicator of business capital expenditure.

4. Personal Spending and Income Consumer spending is a major driver of the US economy, and these data will directly reflect consumer purchasing power and domestic demand.

5. Initial Unemployment Claims and Consumer Confidence Labor market conditions and consumer confidence are immediate indicators of economic resilience, influencing market expectations for corporate profits.

Will the AI Investment Theme Continue? The Key Is This Week

This year, AI has become one of the most important investment themes globally. From AI chips and cloud computing to data centers, high-speed interconnects, and low Earth orbit satellites, funds continue to flow into infrastructure-related industries. The inclusion of AI cloud computing and space concepts into Nasdaq 100’s core components also signifies a market redefinition of AI ecosystem investment scope. If Micron’s earnings beat expectations and PCE data cools down, the market may further reinforce growth expectations for AI and tech industries, attracting more capital back into related sectors.

Gate Stock Web Platform Launches, One-Stop Access to Global Tech Investment Opportunities

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Currently, Gate stocks support over 11,500 stocks and ETFs, including more than 10,000 US-listed stocks and ETFs across Nasdaq, NYSE, NYSE Arca, NYSE American, and BATS; plus over 1,500 Hong Kong stocks, offering a more comprehensive global market allocation. The platform also features fractional trading starting at 0.01 shares, pre-market and after-hours trading (16×5), unified account management, and centralized viewing of holdings and profit/loss data, helping investors more efficiently seize opportunities in AI, tech innovation, and global markets.

Summary

The latest Nasdaq 100 component adjustment signifies that AI cloud computing, data centers, and space industries have officially become core investment themes. Meanwhile, Micron’s earnings and six major economic data points, including PCE, will determine the market’s next expectations for AI and tech stocks. As global capital markets enter a period of high volatility and intense focus, investors need more convenient cross-market investment tools besides tracking industry trends. Through Gate’s stock Web platform, investors can use USDT to flexibly participate in global stocks and ETFs, continuously capturing diverse global asset allocation opportunities in the AI era.