During US trading hours, Nasdaq 100 constituents showed divergent performance, with AI computing semiconductors leading gains while the software and e-commerce sector faced pressure.

TechFlow News, August 6, according to Bitget market data, during US stock market trading, Nasdaq 100 components showed a mixed pattern of gains and losses, AI computing power, semiconductors and some technology stocks performed actively, software, e-commerce and some consumer technology stocks experienced a pullback.

In terms of gains, Lumentum gained 4.84%, an optical communication and laser device supplier, mainly serving data centers and telecommunications markets; Arm gained 5.39%, a major global chip architecture licensing company, widely used in mobile and data center processors; Astera Labs gained 5.61%, an AI data center interconnect chip supplier; Monolithic Power Systems gained 3.41%, focusing on high-performance analog and mixed-signal semiconductors; ASML gained 2.68%, a global leading lithography equipment manufacturer; Marvell gained 2.49%, a data infrastructure semiconductor supplier; T-Mobile US gained 2.20%, a major US mobile communication operator; Microsoft gained 2.03%, a global leading cloud computing and software enterprise.

In terms of losses, Honeywell Aerospace fell 20.98%, an aerospace and industrial automation equipment supplier; Applovin fell 19.67%, a mobile advertising and application software platform; Datadog fell 14.41%, a cloud monitoring and data analysis platform; Western Digital fell 10.74%, a major global hard drive and flash storage device manufacturer; MercadoLibre fell 7.09%, the largest e-commerce and fintech platform in Latin America; Axon Enterprise fell 7.80%, a law enforcement equipment and cloud digital evidence management platform; Nebius NV fell 4.48%, an AI cloud computing infrastructure service provider; SanDisk fell 5.73%, a major global flash storage device brand.