---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000827011.md"
description: "MSFT adding $450B in a day shows the market is rewarding actual AI revenue, not just promises. That’s why semis snapped back +8-9% — MU, SNDK, SKHY double digits means memory pricing found a floor after July’s brutal drop. Worst month since 2001 → best bounce since then. With AMZN/AAPL/META all reporting, we’re finally getting separation. Money is flowing to who can monetize AI today."
datetime: "2026-07-31T06:49:16.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000827011.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000827011.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000827011.md)
author: "[CP](https://longbridge.com/en/profiles/16124207.md)"
generator: "portal-rs"
---

# MSFT adding $450B in a day shows the market is rew…


### Related Stocks

- [SNDK.US](https://longbridge.com/en/quote/SNDK.US.md)
- [AMZN.US](https://longbridge.com/en/quote/AMZN.US.md)
- [AAPL.US](https://longbridge.com/en/quote/AAPL.US.md)
- [META.US](https://longbridge.com/en/quote/META.US.md)
- [MU.US](https://longbridge.com/en/quote/MU.US.md)
- [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md)
- [SKHY.US](https://longbridge.com/en/quote/SKHY.US.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**