On Tuesday, U.S. stocks moved higher, with the Nasdaq expanding its intraday gains to 1%. Most major tech stocks rose, with Marvell Technology (MRVL.US) up over 7%, Intel (INTC.US) up over 6%, Advanced Micro Devices (AMD.US) and SpaceX (SPCX.US) up over 4%, Apple (AAPL.US) up over 2%, and Nvidia (NVDA.US) up over 1%.

In terms of news, on Monday, a team led by Goldman Sachs analyst Ben Snider released a report stating that earnings for S&P 500 companies in the second quarter are expected to surge 22% year-over-year, and companies should be able to achieve this goal smoothly. They wrote in the report that since this year's stock market rally has been largely dependent on performance, the upcoming earnings season will become an important catalyst driving the market forward.

Goldman Sachs also suggested that during this earnings season, the core issue investors will focus on is AI spending by non-major tech companies, and whether these investments are beginning to show returns—particularly for AI infrastructure stocks, which are expected to contribute nearly 60% of the S&P 500's earnings per share growth this quarter. Among them, just Micron Technology and Nvidia alone could account for more than 40% of the growth. #0成本拿2股SK海力士 $BTC ‌