US market analysis on Thursday, July 2, 2026
As the AI rally cools down, a sharp correction centered on semiconductors and a rotation toward safe assets has heightened market caution.
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As the AI rally cools down, a sharp correction centered on semiconductors and a rotation toward safe assets has heightened market caution.
Amid the sharp decline in AI semiconductor stocks, a strategic sector rotation occurred, with funds moving from overvalued growth stocks to value stocks.
Despite fear, confidence in the real growth engine of AI power infrastructure led to a rebound in technology stocks on the US stock market.
Despite market caution, demand for AI semiconductor infrastructure drove a strong, selective rally in the stock market.