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US stocks rebounded strongly after 'Black Friday', and Wall Street is shouting: a pullback is a buying opportunity
Last Friday, the Nasdaq plummeted by 4.18%, and the Philadelphia Semiconductor Index tanked by 10.26%, marking the largest single-day drop since March 2020. Nvidia dropped over 6%, Micron fell over 13%, and Intel declined by more than 11%.
The trigger was the May non-farm payroll data far exceeding expectations. The market overnight deleted 'rate cuts' from its dictionary and began pricing in rate hikes before the end of 2026. The yield on 10-year US Treasuries soared, putting pressure on risk assets across the board.
But on Monday, the narrative flipped. Intel surged over 11%, Micron jumped nearly 10%, and the Philadelphia Semiconductor Index rebounded by 5.6%.
Wall Street institutions are proclaiming: this is not the end of a bull market, but a healthy adjustment.
Morgan Stanley: "The crash is a healthy adjustment; pullbacks are inevitable and ultimately beneficial." Goldman Sachs: "There aren't many opportunities to buy the dip this year." Wells Fargo: "The pullback is driven more by positioning than by fundamental changes." Citigroup even raised its year-end target for the S&P 500 to 8100 points.
Bulls and bears are clashing, but one line is becoming clearer: in the era of Agentic AI, CPUs are being repriced.
Intel revealed at Computex 2026 that in traditional training scenarios, the CPU to GPU ratio is about 1:8, while in AI inference scenarios, this ratio is optimized to 1:4, and even 1:1. The share of CPUs in AI inference is on the rise.
Google has placed orders for over 3 million TPUs from Intel. The Core Ultra Series 3 has been implemented in 130 edge AI and robotics designs, as Intel transitions from a PC chip manufacturer to an 'end-to-end AI infrastructure provider'.
Wall Street says 'a pullback is a buying opportunity', AI data indicates 'CPUs are being repriced'. The key is not 'whether it dropped', but whether you’ve figured out 'why it dropped and who will rise after the drop'.
#英特尔 #INTCUSD #PhiladelphiaSemiconductors #AI推理
Last Friday, the Nasdaq plummeted by 4.18%, and the Philadelphia Semiconductor Index tanked by 10.26%, marking the largest single-day drop since March 2020. Nvidia dropped over 6%, Micron fell over 13%, and Intel declined by more than 11%.
The trigger was the May non-farm payroll data far exceeding expectations. The market overnight deleted 'rate cuts' from its dictionary and began pricing in rate hikes before the end of 2026. The yield on 10-year US Treasuries soared, putting pressure on risk assets across the board.
But on Monday, the narrative flipped. Intel surged over 11%, Micron jumped nearly 10%, and the Philadelphia Semiconductor Index rebounded by 5.6%.
Wall Street institutions are proclaiming: this is not the end of a bull market, but a healthy adjustment.
Morgan Stanley: "The crash is a healthy adjustment; pullbacks are inevitable and ultimately beneficial." Goldman Sachs: "There aren't many opportunities to buy the dip this year." Wells Fargo: "The pullback is driven more by positioning than by fundamental changes." Citigroup even raised its year-end target for the S&P 500 to 8100 points.
Bulls and bears are clashing, but one line is becoming clearer: in the era of Agentic AI, CPUs are being repriced.
Intel revealed at Computex 2026 that in traditional training scenarios, the CPU to GPU ratio is about 1:8, while in AI inference scenarios, this ratio is optimized to 1:4, and even 1:1. The share of CPUs in AI inference is on the rise.
Google has placed orders for over 3 million TPUs from Intel. The Core Ultra Series 3 has been implemented in 130 edge AI and robotics designs, as Intel transitions from a PC chip manufacturer to an 'end-to-end AI infrastructure provider'.
Wall Street says 'a pullback is a buying opportunity', AI data indicates 'CPUs are being repriced'. The key is not 'whether it dropped', but whether you’ve figured out 'why it dropped and who will rise after the drop'.
#英特尔 #INTCUSD #PhiladelphiaSemiconductors #AI推理
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