存储两巨头 闪迪夜盘跌逾 7%、 西部数据重挫 11%；消息面上，财报显示：AI需求力挺闪迪上季营收超预期增近四倍，拟豪掷140亿回购，但本季指引逊色；西部数据第四财季营收、利润超预期，业绩指引令市场失望。
SoundHound AI 夜盘爆升 23%！其二季度营收同比增 45%大超预期，业绩指引区间下限上调。
AppLovin夜盘暴跌1 5%，其二季度业绩不及预期，业绩指令投资者失望。
SpaceX夜盘反弹逾 1%，其周二发布上市后首份季报，营收接近翻倍，运营亏损收窄，旗下星链卫星通信与人工智能业务表现强劲。
然而股价周三大跌14%，原因在于投资者对公司持续投入AI相关基础设施（包括数据中心）的能力存在疑虑。此外，股票上市后的锁定期将于周四届满，约1010亿美元股份届时可进入市场流通，进一步压制投资者情绪。
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