--- title: "Economic weakness = Market rebound? AMD and Supermicro earnings reports are coming! Can AI stand firm?" type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/32604997.md" description: "US non-farm payroll data shows the US economy is slowing down, with the market betting on the Fed to cut rates to rescue the market. Every cloud has a silver lining—economic weakness means monetary easing, and strong buying on dips has led to a significant rise in US stocks. The Nasdaq closed up 1.95%, the S&P 500 rose 1.47%, and the Dow Jones gained 1.34%. Apart from praising the controversial jeans ad featuring Sydney Sweeney, Trump also posted to celebrate the stock market rally: 'The stock market did well today, and there will be many more days like this. America is getting rich again and is stronger than ever.' This is his usual style. Employment data fuels rate cut expectations..." datetime: "2025-08-05T04:04:32.000Z" locales: - [en](https://longbridge.com/en/topics/32604997.md) - [zh-CN](https://longbridge.com/zh-CN/topics/32604997.md) - [zh-HK](https://longbridge.com/zh-HK/topics/32604997.md) author: "[美股解码Bud](https://longbridge.com/en/profiles/17726117.md)" --- > Supported Languages: [简体中文](https://longbridge.com/zh-CN/topics/32604997.md) | [繁體中文](https://longbridge.com/zh-HK/topics/32604997.md) # Economic weakness = Market rebound? AMD and Supermicro earnings reports are coming! Can AI stand firm? US non-farm payroll data shows the US economy is slowing, with the market betting on the Fed cutting rates to rescue the market. Every cloud has a silver lining—economic weakness means monetary easing, and strong buying on dips has led to a significant rise in US stocks. The Nasdaq closed up 1.95%, the S&P 500 up 1.47%, and the Dow up 1.34%. Apart from praising the controversial jeans ad featuring Sydney Sweeney, Trump also posted to celebrate the stock market rally: 'The stock market did well today, and there will be many more days like this. America is wealthy again and stronger than ever.' This is his usual style. Employment data has fueled rate-cut expectations, and these expectations have helped stabilize the market. The real fear is triggering secondary inflation amid continued economic weakness, especially with an unpredictable leader like Trump in office. However, the current trend is all about AI technology. As long as corporate profitability remains strong and fundamentals are solid, tech stocks can still perform independently even if the Fed cuts rates. AMD and Super Micro Computer are about to release their earnings reports. Decoder Brother will also discuss the market trends today. ![descript](https://pub.pbkrs.com/uploads/2025/51e8c7a3b87489ea360527e023269bcd?x-oss-process=style/lg) $AMD(AMD.US) opened lower in early trading on the 4th but was soon dominated by bullish forces. Although there was a slight dip at noon, it quickly rebounded to 176, closing up 2.96%. The potential lifting of export restrictions to China could boost demand for the MI300 series GPUs, adding $700 million in revenue. This has fueled optimism about AMD's earnings expectations and contributed to the stock's rise. The moving averages are in a bullish alignment, maintaining a golden cross, with strong upward momentum currently. Watch the resistance level at 180, as further gains are likely. However, be cautious of short-term profit-taking pressure. Consider taking profits in batches between 178-182. ![descript](https://pub.pbkrs.com/uploads/2025/24a14c515e52f8d0442ec5702d92b1b0?x-oss-process=style/lg) $Super Micro Computer(SMCI.US) saw strong buying pressure on the 4th, mostly fluctuating between 58-59, closing down 2.81%. The earnings report will be released pre-market. The likelihood of positive earnings is high, so holders should set a profit-taking target of 60-62.5 and lock in gains timely. ![descript](https://pub.pbkrs.com/uploads/2025/190787f5b08201da42a45bb1753be8a7?x-oss-process=style/lg) $NVIDIA(NVDA.US) opened low at 175 on the 4th but then trended higher, marking the return of the king, closing up 3.62%. The bullish trend is strong, with yesterday's pullback seeming like just a small trick, largely in line with the broader market. The DIF shows signs of rising. Consider adding positions moderately at 174-176; the king's dominance is not a concern for now. ![descript](https://pub.pbkrs.com/uploads/2025/3994691b1ad967ea1c2d78370434daa7?x-oss-process=style/lg) $Circle(CRCL.US) opened high at 170 on the 4th but quickly dropped to 156, slowly climbing back to 160 in the afternoon, fluctuating around 163, and closing down 1.95%. The MACD shows a death cross, with negative bias in the rate of change, indicating heavy selling pressure. Consider adding positions moderately at 153-154. A drop to 152 could trigger another pullback, but a rebound with volume could repair the damage. ![descript](https://pub.pbkrs.com/uploads/2025/1c2f0e6142b623271bb003446ce108b3?x-oss-process=style/lg) $Apple(AAPL.US) opened high but closed low on the 30th. It hit a high of 207 in early trading but weakened in the afternoon, dropping from 204 to 201, closing down 0.48%. Breaking the resistance at 208 could lead to a rebound with volume, potentially driving a recovery. Consider adding positions moderately at 201-205. Decoder Brother's advice: Take advantage of the momentum to position in growth stocks with solid earnings, but avoid blindly chasing highs. Set reasonable profit-taking and stop-loss levels. Future trends are tied to corporate earnings and Fed policy, so stay flexible to remain unbeatable. ### Related Stocks - [Advanced Micro Devices, Inc. (AMD.US)](https://longbridge.com/en/quote/AMD.US.md) - [Super Micro Computer, Inc. (SMCI.US)](https://longbridge.com/en/quote/SMCI.US.md) - [NVIDIA Corporation (NVDA.US)](https://longbridge.com/en/quote/NVDA.US.md) - [Circle (CRCL.US)](https://longbridge.com/en/quote/CRCL.US.md) - [Apple Inc. (AAPL.US)](https://longbridge.com/en/quote/AAPL.US.md)