Three Major US Indexes Open Higher, Tech Stocks Rebound Broadly
Grade Abullish AI signal$NVIDIA$SPACEX(PRE)$GOOGLSTOCK$AMZNSTOCK$MSFTSTOCK$TSMSTOCK
All three major US stock indexes opened higher: the Dow Jones Industrial Average gained 0.80%, the S&P 500 rose 0.44%, and the Nasdaq Composite advanced 0.63%.
Technology shares were mixed. SpaceX rose 2.2%, SK Hynix gained 2.46%, Nvidia added 1.48%, TSMC rose 1.42%, Amazon gained 1.36%, Tesla advanced 1.28%, and Alphabet A climbed 0.99%.
Other gainers included AMD, up 0.71%; ASML, up 0.45%; Microsoft, up 0.32%; Broadcom, up 0.27%; Cisco, up 0.23%; and Micron, up 0.14%.
Oracle fell 3.9%, while Intel declined 1.22%, Dell Technologies C lost 0.5%, Meta slipped 0.47%, Apple fell 0.31%, and Arm declined 0.18%.
Bullish strength: 62/100
Broad tech rebound
Chip strength
Bearish strength: 38/100
Oracle and Intel pressure
Uneven market breadth
This is automated NewsSignals analysis of third-party reporting, not independent original reporting or investment advice. AI scores are not price predictions.
Satellite-image analysis by research firm Aterio indicates that IREN’s Horizon 4 data center project in Texas, being built under an approximately $9.7 billion agreement with Microsoft, still lacks backup generators and cooling equipment. The report raises the risk that the facility may not be delivered by year-end.
A separate New Jersey project being developed for Nebius, with planned capacity of about 140 megawatts, could be delayed until 2027, according to the report.
The construction risks are relevant for Microsoft because the company’s AI-related capital expenditure in the previous quarter was about $5 billion below expectations, and Microsoft lowered its full-year guidance. Microsoft’s CFO had cited delivery delays by third-party cloud service providers as a main reason. A Microsoft spokesperson said the company’s infrastructure strategy remains flexible, while IREN and DataOne declined to comment.
Microsoft shares rose more than 6% on Wednesday as faster Azure cloud growth helped fuel a rally in major technology stocks. Wall Street analysts maintained price targets as high as $722, according to the summary. The move focused on Microsoft’s cloud business, with Apple, Amazon and Alphabet also participating in the stated rally.
The Philadelphia Semiconductor Index fell 3.01% intraday to 10,281.47 points, with chip stocks showing a sharp split between decliners and gainers.
Micron fell 4.91%, Intel declined 4.29%, ASML lost 3.23%, Broadcom dropped 1.67%, Nvidia fell 1.62%, and TSMC declined 1.15%. AMD rose 0.32%, while Qualcomm gained 2.29%.
The divergence puts focus on whether risk appetite continues shifting away from higher-valuation AI-linked semiconductor names toward more defensive parts of the chip sector, with market attention on major leaders and the breadth of losses.
Nasdaq futures turned lower, while Nvidia shares fell more than 1% in premarket trading. The reported decline driver was not disclosed.
The move puts a core AI-linked semiconductor name under premarket pressure and may affect risk appetite across technology growth stocks. Market focus is on whether losses widen after the open and whether semiconductor and megacap stocks move together or diverge.