Intraday US Stocks: Nasdaq 100 Components Show Divergent Performance: Energy and AI Computing Power Sectors Lead Gains, Software and Tech Growth Stocks Under Pressure

TechFlow News, July 22, according to Bitget market data, during US market hours, Nasdaq 100 component stocks showed mixed performance, with energy, semiconductor, and aerospace sectors leading gains, while software, internet, and tech growth stock sectors faced pressure and pulled back.

In terms of gains, Constellation Energy rose 4.46%, a leading US clean energy and nuclear power operator, benefiting from continuously rising power demand for AI data centers; CoreWeave rose 5.38%, an AI computing platform focused on GPU cloud computing infrastructure, significantly benefiting from the surge in demand for large model training and inference; Rocket Lab rose 3.26%, a global leading small launch vehicle and aerospace service enterprise, benefiting from the accelerated expansion of the commercial aerospace market; Astera Labs rose 2.70%, focused on data center high-speed interconnect chip solutions, closely tied to AI computing infrastructure construction; Honeywell rose 1.96%, a global leading industrial automation and aerospace system supplier.

In terms of losses, Workday fell 5.50%, a global leading enterprise cloud human resources and financial management software platform, with AI competition pressure continuously suppressing valuation; Palantir fell 4.41%, focused on big data analytics and AI decision platforms, facing profit-taking pressure due to high valuation; DoorDash fell 4.59%, the largest US local instant delivery and food delivery platform, with earnings expectations under pressure; Datadog fell 3.64%, a global leading cloud observability and security monitoring platform; Strategy (formerly MicroStrategy) fell 3.30%, the world's largest corporate Bitcoin holding institution, facing pressure and pulling back with crypto market volatility.