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Tonight, US stocks are "shocked"! AI hardware stocks collectively "flash crashed", and lithography machines, memory chips, and optical communications were all plummeting! Chinese c

2026-07-27·newswire-us-stock-180242
Tonight, US stocks are "shocked"! AI hardware stocks collectively "flash crashed", and lithography machines, memory chips, and optical communications were all plummeting! Chinese concept stocks surge.

[Introduction] AI hardware stocks "frightening night" Hello everyone, tonight the AI hardware sector of the US stock market experienced a collective "flash crash", and the Nasdaq opened higher and moved lower. Let’s see what’s going on. Late at night on July 27, the three major U.S. stock indexes had mixed gains and losses.

The Dow, which is relatively concentrated in traditional stocks, rose by about 100 points; the Nasdaq index plunged during the session, from opening 1% higher to falling nearly 1% at one point. The Nasdaq 100 index, which is more concentrated in technology stocks, suffered a larger decline.

The Philadelphia Semiconductor Index, dominated by AI hardware stocks, has become the hardest hit area. It once plummeted 5% and is now down more than 4%. In terms of individual stocks, the trends are divided, and cloud manufacturers collectively rise.

AI hardware stocks plummeted, and the memory chips, lithography machines, and optical communications sectors collectively experienced a "flash crash." SanDisk plunged more than 12%, SK Hynix fell more than 7%, and ASML plunged 7%. Why are AI hardware stocks plummeting? There are two reasons. The first reason is related to the lithography machine giant ASML.

Affected by the relevant news, the market was worried that it might pose a threat to ASML's sales, and ASML's share price fell sharply. The second reason is that Nvidia is promoting a new round of artificial intelligence transactions with a scale of more than 750 billion US dollars, further accelerating the pace of investment.

Critics warn that these investments are artificially driving up demand and valuations across the industry. Nvidia said that the cooperation with the parent company of South Korean chip manufacturer SK Hynix announced last Friday night means that the future business volume between the two parties will exceed US$500 billion.

At the same time, Nvidia is also negotiating to provide a guarantee of up to US$250 billion to help OpenAI lease computing power from a data center project in the United States. If the deal goes through, it would be one of the largest deals Nvidia has provided financing support to customers.

Over the past few months, investors from Goldman Sachs to Michael Burry of "The Big Short" fame have warned about the "circular financing" nature of such deals: Nvidia provides financing, investments, and even direct equity stakes in companies and projects that use its chips, and these companies then continue to buy Nvidia chips after receiving the funds.

However, far from slowing down, the pace of such transactions is accelerating. The market is worried that these transactions may distort real demand and induce wrong investment decisions. If companies that have invested hundreds of billions of dollars in developing AI ultimately fail to achieve profitability, this financing model may further amplify losses.

Tonight, Nvidia's stock price fell 5%. It is worth mentioning that although the AI hardware sector of the US stock market plummeted tonight, Chinese assets rose sharply. The Chinese concept stock index rose by more than 2%, and Hong Kong stocks also rose sharply in night trading. We are looking forward to Tuesday's market performance.

#Stocks #Nvidia #AI #Semiconductors #Gold

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Tonight, US stocks are "shocked"! AI hardware stocks collectively "flash crashed", and lithography machines, memory chips, and optical communications were all plummeting! Chinese concept stocks surge

[Introduction] "Frightening Night" for AI Hardware Stocks Hello everyone, the AI hardware sector of the US stock market collectively "flashed" tonight, and the Nasdaq opened higher and moved lower. Let’s see what’s going on. Late at night on July 27, the three major U.S. stock indexes had mixed gains and losses. The Dow, which is relatively concentrated in traditional stocks, rose by about 100 points; the Nasdaq index plunged during the session, from opening 1% higher to falling nearly 1% at one point. The Nasdaq 100 index, which is more concentrated in technology stocks, suffered a larger decline. The Philadelphia Semiconductor Index, dominated by AI hardware stocks, has become the hardest hit area. It once plummeted 5% and is now down more than 4%. In terms of individual stocks, the trends are divided, and cloud manufacturers collectively rise.

[Introduction] AI hardware stocks "frightening night" Hello everyone, tonight the AI hardware sector of the US stock market experienced a collective "flash crash", and the Nasdaq opened higher and moved lower. Let’s see what’s going on. Late at night on July 27, the three major U.S. stock indexes had mixed gains and losses. The Dow, which is relatively concentrated in traditional stocks, rose by about 100 points; the Nasdaq index plunged during the session, from opening 1% higher to falling nearly 1% at one point. The Nasdaq 100 index, which is more concentrated in technology stocks, suffered a larger decline. The Philadelphia Semiconductor Index, dominated by AI hardware stocks, has become the hardest hit area. It once plummeted 5% and is now down more than 4%. In terms of individual stocks, the trends are divided, and cloud manufacturers collectively rise. AI hardware stocks plummeted, and the memory chips, lithography machines, and optical communications sectors collectively experienced a "flash crash." SanDisk plunged more than 12%, SK Hynix fell more than 7%, and ASML plunged 7%. Why are AI hardware stocks plummeting? There are two reasons. The first reason is related to the lithography machine giant ASML. Affected by the relevant news, the market was worried that it might pose a threat to ASML's sales, and ASML's share price fell sharply. The second reason is that Nvidia is promoting a new round of artificial intelligence transactions with a scale of more than 750 billion US dollars, further accelerating the pace of investment. Critics warn that these investments are artificially driving up demand and valuations across the industry. Nvidia said that the cooperation with the parent company of South Korean chip manufacturer SK Hynix announced last Friday night means that the future business volume between the two parties will exceed US$500 billion. At the same time, Nvidia is also negotiating to provide a guarantee of up to US$250 billion to help OpenAI lease computing power from a data center project in the United States. If the deal goes through, it would be one of the largest deals Nvidia has provided financing support to customers. Over the past few months, investors from Goldman Sachs to Michael Burry of "The Big Short" fame have warned about the "circular financing" nature of such deals: Nvidia provides financing, investments, and even direct equity stakes in companies and projects that use its chips, and these companies then continue to buy Nvidia chips after receiving the funds. However, far from slowing down, the pace of such transactions is accelerating. The market is worried that these transactions may distort real demand and induce wrong investment decisions. If companies that have invested hundreds of billions of dollars in developing AI ultimately fail to achieve profitability, this financing model may further amplify losses. Tonight, Nvidia's stock price fell 5%. It is worth mentioning that although the AI hardware sector of the US stock market plummeted tonight, Chinese assets rose sharply. The Chinese concept stock index rose by more than 2%, and Hong Kong stocks also rose sharply in night trading. We are looking forward to Tuesday's market performance.

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