TechFlow news, July 21, according to Bitget market data, during US stock trading hours, Nasdaq 100 component stocks showed mixed performance, with semiconductor, storage, and AI computing power sectors leading gains, and consumer electronics, streaming media, and software sectors facing pressure and retreating.
In terms of gains, Teradyne rose 11.02%, a global leading supplier of semiconductor automated test equipment, benefiting from the continuous expansion of AI chip testing demand;
Western Digital rose 10.71%, a global leading enterprise for hard drive and flash storage solutions, with the recovery of the storage prosperity cycle driving valuation repair;
Micron rose 7.91%, a global leading manufacturer of DRAM and NAND flash chips, with strong AI server memory demand driving upward revisions in performance expectations;
Applied Materials rose 7.26%, one of the world's largest semiconductor equipment suppliers, with demand for wafer manufacturing equipment remaining strong; Seagate rose 8.56%, a global leading enterprise for mechanical hard drives and data storage solutions, with recovery in enterprise storage demand driving stock price strength;
Lumentum rose 8.29%, a core supplier of optical communication and lasers, benefiting from the explosion in AI data center optical interconnect demand; Nebius NV rose 13.17%, a European AI cloud computing infrastructure service provider, with expectations of computing power expansion continuing to boost market sentiment.
In terms of declines, Adobe fell 1.55%, a global leader in creative design and digital marketing software, with AI substitution pressure continuing to suppress valuation; Autodesk fell 1.40%, a global leading supplier of industrial design and architectural CAD software; Walmart fell 1.08%, the world's largest retailer, with expectations of consumption downgrading and margin pressure dragging down the stock price; Gilead Sciences fell 1.01%, a global leading antiviral and oncology biopharmaceutical enterprise; Palo Alto Networks fell 2.32%, a global leading cybersecurity platform enterprise, with high valuation pressure combined with a tightening competitive landscape.
