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U.S. stocks reopened after the holiday in full risk‑on mode, with the Nasdaq leading and tech, chips and other growth names surging while defensive sectors like utilities and staples fell. Breadth was mildly positive, but the real strength was in volatile, AI‑linked stocks, as high‑beta and momentum styles outpaced low‑risk ones and energy lagged in the wake of cheaper oil. Fresh data showed the services side of the economy still expanding with some cooling in prices and firmer employment, reinforcing a soft‑landing narrative and keeping rates and overall volatility stable. Beneath the upbeat surface, though, there’s growing talk of AI‑driven leverage and bubble risks, making upcoming chip earnings, Fed minutes and bond behavior important tells for whether this rally broadens or starts to fray.

The vibe: back to the AI race, again

If you checked your account today and saw tech flying while your boring, steady stocks dragged, that’s exactly what happened. The market came back from the long July 4th break in a clear “risk‑on” mood: the S&P 500 gained about 0.7%, the Nasdaq jumped a bit more than 1%, and small caps and the Dow were up, just less dramatically.

The move wasn’t just a handful of names — over half of stocks rose, and the average stock was up slightly. But the big money was clearly chasing growth and excitement.

Where the money went

Technology was the star again. The sector ETF was up about 1.7%, and big AI and chip-linked names like Tesla, AMD, Apple, Intel, Meta and Google all logged strong gains. High‑beta and momentum styles outperformed, while low‑volatility stocks actually fell.

Defensive, “sleep-at-night” areas were the losers: utilities, consumer staples, healthcare and real estate were all down around 1% or more. Energy was roughly flat on the day and still deeply negative over the past month, consistent with all the news about cheaper oil and OPEC+ adding supply.

So internally, today looked like this:

Investors leaning into growth and AI stories.
Willingness to hold more volatile names.
A step away from the usual safety sectors.

The volatility index (VIX) stayed low and even slipped a bit, but underneath the calm index move there were lots of big individual stock swings — more of them to the upside than the downside.

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Tech and chips reheat the AI trade as services data keep soft‑landing hopes intact

Market Events

The vibe: back to the AI race, again

Where the money went

US Stock Market

Tech and chips reheat the AI trade as services data keep soft‑landing hopes intact

Market Events

The vibe: back to the AI race, again

Where the money went