---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42699263.md"
description: "$Marvell Tech(MRVL.US)$Sandisk(SNDK.US)$Micron Tech(MU.US)$Meta Platforms(META.US)$Amazon(AMZN.US)$Microsoft(MSFT.US)$Apple(AAPL.US)$Alphabet(GOOGL.US) Perhaps by the end of the earnings season, there will be news about major tech giants cutting back on spending, which was leaked to Wall Street institutions in advance. Otherwise, it's hard to understand why, under the premise of rapid AI development and CPI exceeding expectations to significantly lower the year-end interest rate hike basis points, the major giants are soaring while semiconductors are plummeting like a bubble. 😶‍🌫️"
datetime: "2026-07-15T16:23:48.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42699263.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42699263.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42699263.md)
author: "[Lewan](https://longbridge.com/en/profiles/14318084.md)"
---

# $Marvell Tech(MRVL.US)$Sandisk(SNDK.US)$Micron Tec…


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## Comments (8)

- **美股大心脏 · 2026-07-15T19:37:36.000Z**: The AI narrative is basically over for now.
- **terrysome · 2026-07-15T17:23:35.000Z**: The logic hasn't changed, it's affected by short-term quant and sentiment.
- **橙汁哥 · 2026-07-15T16:41:06.000Z**: Capital expenditure will only increase.
  - **Lewan** (2026-07-15T16:52:24.000Z): We'll see by the end of the month. Normally, increasing investment in semiconductors shouldn't lead to a short-term, bubble-like crash even if it doesn't go up.
- **何处笙歌落 · 2026-07-15T16:31:31.000Z · 👍 1**: It's just that short-term trading is too crowded, and expectations are fully priced in.
- **炒股养猫 · 2026-07-15T16:29:03.000Z**: Lol, not allowed to go up for a whole day, huh?
  - **Lewan** (2026-07-15T16:32:12.000Z): Which sentence said it's not allowed to rise?
- **痛但快乐 · 2026-07-15T16:25:17.000Z · 👍 1**: Because Meta has tasted success, others will follow suit.