---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000830291.md"
description: "When only 3 mega caps work and the Nasdaq still ends July negative, that’s not strength, that’s exhaustion. The market basically said: spend billions on AI and show profits immediately or get sold. META and AAPL punished proves even giants aren’t safe. With payrolls Friday and SpaceX’s first call, we’re one weak print or bad guidance away from that narrow leadership cracking."
datetime: "2026-08-03T07:07:40.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000830291.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000830291.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000830291.md)
author: "[CP](https://longbridge.com/en/profiles/16124207.md)"
generator: "portal-rs"
---

# When only 3 mega caps work and the Nasdaq still en…


### Related Stocks

- [NDAQ.US](https://longbridge.com/en/quote/NDAQ.US.md)
- [SPCX.US](https://longbridge.com/en/quote/SPCX.US.md)
- [AAPL.US](https://longbridge.com/en/quote/AAPL.US.md)
- [META.US](https://longbridge.com/en/quote/META.US.md)
- [UXSD.SG](https://longbridge.com/en/quote/UXSD.SG.md)
- [.IXIC.US](https://longbridge.com/en/quote/.IXIC.US.md)

## Comments (1)

- **Aurelius · 2026-08-03T08:09:06.000Z**: been trimming beta since the fomc split. three of them wanted a hike and nobody is pricing that.


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