🤖 AI Stocks Sell Off — Could AI Applications Lead the Next Rally?

AI chip, server, and data center stocks are under pressure as investors question massive AI spending and stretched valuations.

But the AI story is far from over.

The focus is shifting from AI infrastructure spending to real revenue and profits.

🔍 Google: AI Search & advertising revenue

☁️ Microsoft & Amazon: Cloud and AI monetization

🚀 Meta, Palantir & Oracle: Enterprise AI growth

If capital rotates from AI infrastructure to applications, which company could lead the rebound?

Share your stock picks, market outlook, or trading strategy on Gate Square with #USTechSelloff.

🎁 Gate's AI Applications Trading Event is live. Trade eligible AI and cloud stocks for chances to win rewards, including up to 1,888 USDT in Google stock trial funds.

👉 Event link: https://www.gate.com/campaigns/6916

GOOGL-2.22%

MSFT-3.65%

AMZN-2.11%

PLTR-9.79%

ORCL-7.02%

SmartBrother 14 minutes ago

Nvidia plunged 9.26% in a single day, closing at $181.60, with more than $440 billion wiped from its market cap in an instant, the steepest drop among the Magnificent Seven. More chillingly, it has now given back all of its gains for the year, turning its year-to-date return to −2.6%. The Philadelphia Semiconductor Index plunged more than 12% the same day, marking its worst single-day performance since the outbreak of the COVID-19 pandemic in 2020. The logic behind the AI narrative is undergoing a fundamental shift—from “everyone scrambling for computing power” to “who can still borrow money t

NVDA-9.33%

INTC-10.58%

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CbComedyTransmission an hour ago

The Nasdaq 100 fell 6.4%, wiping $2.3 trillion off its market cap. The Philadelphia Semiconductor Index fell 12%, its biggest drop since 2020. The “fear gauge” VIX surged 70%, reaching its highest level since early April.

In the storage sector, SanDisk fell more than 22%, Western Digital and Micron Technology fell more than 17%, and SK Hynix fell more than 13%; in optical communications, Lumentum fell more than 18%, Marvell Technology fell more than 16%, and Corning fell more than 12%; in cloud services, Oracle fell more than 7%, CoreWeave fell more than 9%, and NEBIUS fell more than 14%. The

SNDK-22.24%

WDC-17.39%

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MRVL-16.62%

GLW-12.90%

CryptoPlayerWithBadIntentions 2 hours ago

Bad Boy Watch: CL, Update 11.6

US stocks plunged yesterday, but the bad boy's CL long position turned out to be a safe haven.

Of course, the bad boy still plans to close out around 94

CL-1.83%

BtcsosSignalSharing 2 hours ago

📡 Signal card | BTCSOS just captured
Speaking of which, I only reposted 舒琴实盘’s $BTC order earlier today, and here comes another one 😂
Channel: 舒琴实盘Direction: $BTC Short entry: 83900Target: 82900 / 81900 / 80800Stop loss: 85000
I’m only reposting this; whether to follow and how much to invest is up to you, babes. You’re responsible for your own risk.
Personal record shared for reference only; this is not investment advice. #pepe

BTC-0.65%

PEPE+0.97%

cryptosana an hour ago

Pump market update

LIVE2,166

OurCryptoTalk 23 minutes ago

Will $RAY | @Raydium cross $3B market cap this time? 👀
Raydium has done this before:
✅ $1.2B → $55M
✅ $55M → $2.5B
This cycle it bottomed at $150M.
The setup in one line:
➠ Raydium is now Solana’s main venue for trading tokenized stocks, revenue grew 264% last quarter, and it has already spent $204M buying back its own token.
➠ The market values all of that at ~$460M.
✦ The revenue is coming back, fast
Quarterly net revenue:
Q1 2026: $6.10M
Q2 2026: $2.19M
Q3 2026: $7.99M
September alone did $6.06M, Raydium’s best month in a year. Annualize September and you get a ~$73M run rate.
Q3 buybacks:

智赢舵手 2 hours ago

$BTC For me, unless I see strong liquidity around 73800, I won’t consider any bullish or upside scenario. We also need to understand the deeply bearish scenario: a close below 71k.

BTC-0.67%

ZhuZheng 12 minutes ago

$AKE A bearish turn is coming in 15 minutes. Anyway, I haven’t bought; I’m neither going long nor short, just watching

AKE+6.07%

ACaiStar 7 minutes ago

What Is the Liquidation Price? How Should You Understand the Relationship Between Maintenance Margin, Unrealized Losses, and Forced Liquidation?

In crypto derivatives trading, many people focus only on changes in profit and loss after opening a position, while overlooking a key question: At what price could the position be forcibly liquidated? Understanding the liquidation price helps traders assess risks in advance and avoid losing control due to insufficient margin.

First, what is the liquidation price?

The liquidation price is the price level at which a position may trigger the forced li

PitbullChain an hour ago

📘 Essential Guide: How the Spread in Venezuelan P2P Is Really Calculated
The live P2P Radar (snapshot 6/11/2026, 2:00:12 a.m.) shows the market as follows: USDT buying at Bs. 1,031.13 and selling at Bs. 988.36. The difference is the spread: Bs. 42.76 per USDT, or 4.33% based on the selling rate. The official BCV rate is Bs. 896.12, and the premium over that rate is 15.07%.
But that 4.33% is the market-wide average. At the top of the order book, where the best offers are — best bid at Bs. 1,013.70 and best ask at Bs. 1,012.00 — the immediate spread narrows to Bs. 1.70 (0.17%). The segment you

PrinceMagsi7862 hours ago

#Gate安全卫士
Security is one of the most important foundations of the cryptocurrency industry. As digital assets continue to attract millions of users worldwide, protecting accounts, funds, and personal information has become more important than ever. Gate is taking another step toward creating a safer trading environment through Gate Guard, its free security protection service designed to help users strengthen their account safety and manage potential risks.

In the crypto market, security is not something that should only matter after an incident happens. It requires continuous attention, stro

ACaiStar 26 minutes ago

What Is Leverage Trading? Why Can Leverage Improve Capital Efficiency While Also Amplifying Losses and the Risk of Forced Liquidation?

In crypto markets, leverage trading allows traders to use a relatively small amount of margin to establish a larger position. But leverage is not a free capital multiplier; it also amplifies the impact of price movements on account equity. Without risk management, even a modest adverse market move can cause serious losses.

First, what is leverage?

Leverage is using margin to establish trading exposure greater than the amount of margin you put up. For example

ARiceLoverWhoLovesToEatRice.an hour ago

The drop in the storage sector this time has been pretty extreme 😑

SanDisk $SNDK plunged more than 22% overnight, Micron $MU fell over 17%, and South Korea's SK Hynix $SKHYNIX was also down over 13% at one point in morning trading

Several storage leaders have been hit by selling almost simultaneously. What's going on with the market? Here are some personal thoughts

Previously, the market's pricing logic for storage was very clear: the expansion of AI computing power drove HBM demand, data center investment boosted DRAM and NAND demand, and relatively tight supply further reinforced expe

SNDK-0.18%

MU-0.63%

SKHYNIX+1.41%

LonelyVolcano 28 minutes ago

Good thing I’m not an indie developer anymore
I’ve now pivoted to being a developer who codes for my own amusement😂

CryptoMarketKingLuffy 36 minutes ago

The broader market has yet to stop bleeding, and there's another tough battle tonight
$BTC
U.S. tech stocks took a heavy hit, with the Nasdaq closing down 5.52%. The crypto market weakened in tandem with sentiment in traditional markets. BTC is currently fluctuating around $76k, down about 5.5% over 24 hours, after dipping to a low of $75.2k intraday; ETH performed relatively worse, falling to around 2,230, down more than 7% on the day.

The core driver of this downturn is the spillover from shrinking risk appetite in traditional markets, not crypto-specific negative catalysts. Concerns that

BTC-0.65%

CryptoAish an hour ago

🔹South Koreas KOSPI Plunges 8, Triggering a Trading Halt! Losses Narrow After Trading Resumes. Are

LIVE2,388

BlockchainTuoge2 hours ago

$BIRB I missed out on 20 points by selling too early this time, but I don’t regret it one bit.
I got in at 0.081, watched it for three days, and sold at 0.093. Then today it hit a high of 0.1055, up 22.96% in 24h, with 69.4M in trading volume. You think that stings? It does. But if I could do it over, I’d still sell at 0.093. Why? My entry strategy was to capture the most certain part of the move—the fish’s body. The tail has too many bones, and I don’t have the teeth for it.
Let’s review the trade. I bought at 0.081, when the 24h low was 0.0807, so I was basically buying right at the intraday

BIRB-16.68%

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