What is the current market sentiment in US stocks?

On the first trading day after MU ER, tech giants fell sharply across the board, including the previously most stable giant Apple, which also plummeted due to price increases. Apple's profits for the second quarter are estimated to have been impacted, and it's uncertain how the financial report will turn out. Cook, who has seen various major situations, is shocked by the current circumstances. There is a significant increase in product prices, and the market is concerned about the potential impact on sales, predicting even worse financial reports next quarter. $AAPL $MAGS

After Apple's sharp decline today, the market expressed strong concerns about traditional tech giants. Apple has not participated in the AI capital expenditure war, and even so, it still cannot withstand the pressure.

Today, Bloomberg released a chart showing five ultra-large scale cloud service providers (the five major AI investors) whose cash flow accumulated over 20 years collapsed in just two years, which is terrifying. Stocks that spend money plummeted, while stocks that receive money surged. The market's choice is very clear: if AI hardware continues to increase in price, Huang Renxun said that AI infrastructure needs to be maintained for ten years, so who will pay for it in the end? This is what everyone is worried about: where does the money come from?

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