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Changes in US stocks | The rise of the Nasdaq Composite Index extended to 1.2%, and semiconductor concept stocks rose

Zhitongcaijing·10/26/2026 15:49:23
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The Zhitong Finance App learned that on Monday, the US stock Nasdaq Composite Index rose, increasing to 1.2%, semiconductor stocks rose, ARM (ARM.US) rose more than 5%, NXP (NXPI.US) rose more than 4%, SK Hynix (SKHY.US) rose more than 3%, Micron Technology (MU.US), Nvidia (NVDA.US), Intel (INTC.US) rose nearly 3%, and Broadcom (AVGO.US) rose more than 2%, Qualcomm (QCOM.US), TSM.US (TSM.US)), AMD (AMD.US) are close to rising 2% The AI bull market in US stocks ushered in a “critical judgment week”: the financial reports of the three major cloud giants, the Federal Reserve's decisions, etc. mean that US stocks have entered a very decisive week. On the face of it, this is an intensive financial reporting window. Essentially, this is a simultaneous stress test of the roots of the artificial intelligence (AI) bull market narrative.

The financial reports of the three largest cloud service providers to launch this week — Alphabet, Microsoft, and Amazon, as well as two major memory chip giants — SK Hynix and Samsung Electronics — will test the success of the recently feared AI deal. Meanwhile, the Federal Reserve will announce its interest rate decision this week, and the market generally expects the central bank to stand still. What is more noteworthy about the ratio resolution itself is Chairman Walsh's communication attitude at the press conference after the meeting.