Nasdaq 100 Components Show Mixed Performance: Software and Consumer Technology Stocks Strengthen, AI Chip and Semiconductor Sector Under Pressure

TechFlow News, July 27, according to Bitget market data, during US stock trading hours, Nasdaq 100 component stocks showed a clear divergence pattern, software, e-commerce, payment, and some consumer technology stocks performed actively, while AI chips, semiconductor equipment, and data center-related stocks led the declines.

In terms of gains, Shopify rose 9.61%, a Canadian e-commerce SaaS platform mainly providing online store building and digital commerce services; Workday rose 9.39%, an enterprise-level human resources and financial management software provider; Thomson Reuters rose 7.72%, a global information services and professional data provider; Autodesk rose 6.73%, a global leading design software company owning products such as AutoCAD; DoorDash rose 6.12%, a US food delivery platform.

In terms of declines, SanDisk fell 12.32%, mainly engaged in flash memory and data storage product business; AMD fell 8.21%, a global major CPU, GPU, and data center chip design company; Lumentum fell 8.11%, mainly engaged in optical communication and laser devices; ASML fell 7.80%, a global leading semiconductor lithography equipment manufacturer; Teradyne fell 7.67%, mainly providing semiconductor testing and automation equipment; Applied Materials fell 7.61%, a global semiconductor manufacturing equipment supplier; Astera Labs fell 7.59%, an AI data center interconnect chip supplier.