--- title: "U.S. stock night trading volatility: Apple fell 5.55% in night trading, Q4 guidance below expectations, AI strategy favored" type: "News" locale: "en" url: "https://longbridge.com/en/news/294439836.md" description: "Apple fell 5.55% in after-hours trading; SanDisk rose 4.91% in after-hours trading, with a transaction volume of USD 380 million; Western Digital rose 3.70% in after-hours trading, with a transaction volume of USD 12.54 million; Seagate Technology rose 2.68% in after-hours trading, with a transaction volume of USD 7.54 million" datetime: "2026-07-31T01:52:21.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/294439836.md) - [en](https://longbridge.com/en/news/294439836.md) - [zh-HK](https://longbridge.com/zh-HK/news/294439836.md) generator: "portal-rs" --- # U.S. stock night trading volatility: Apple fell 5.55% in night trading, Q4 guidance below expectations, AI strategy favored **U.S. Stock Night Market Movements** Apple fell 5.55% in the night market. Based on recent key news: 1. On July 31, Apple announced its third-quarter results, with revenue and profit exceeding expectations, but the revenue growth for the fourth quarter fell short of market expectations, leading to a post-market drop of over 6%. Analysts expect supply constraints to affect more products, and exchange rate fluctuations to drag down growth. Source: Jin10 Data 2. On July 28, Apple's market value first surpassed $5 trillion, with its stock price reaching an all-time high. The market praised its restrained AI capital expenditure strategy, avoiding the pitfalls of excessive spending on AI. Source: Jin10 Data 3. On July 29, Apple's strategy was reinterpreted as shareholder-friendly, successfully avoiding the capital expenditure trap. The market's evaluation of its performance in the AI race shifted to a positive outlook. Source: FT Technology stocks overall are weak, with bond yields hitting new highs. **Stocks with High Trading Volume in the Industry** SanDisk rose 4.91% in the night market. Based on recent key news: 1. On July 28, Changxin Technology went public on the A-share market, triggering a revaluation of the global storage chip sector, leading to a significant drop in SanDisk's stock price. Changxin Technology's IPO financing expansion plan raised market concerns about oversupply, weakening expectations for price increases. 2. On July 29, SK Hynix announced its financial results, showing a significant increase in operating profit, but it did not meet market expectations, leading to a sharp decline in its stock price, dragging down SanDisk and other storage chip stocks. 3. On July 30, the hedge fund Situational Awareness completed its liquidation, alleviating selling pressure and driving SanDisk's stock price up over 25%. Market participants believe the rebound was mainly due to the easing of selling pressure rather than an improvement in fundamentals. The storage chip industry faces intensified competition and high volatility risks. Western Digital rose 3.70% in the night market. Based on recent key news: 1. On July 28, Seagate Technology released strong financial results, with revenue and profit margins exceeding expectations, driving a collective rise in storage chip stocks. Seagate expects revenue and EPS for the first quarter of fiscal year 2027 to continue exceeding expectations, leading to a post-market rise of over 6% for Western Digital. Source: MarketWatch 2. On July 28, Western Digital director Martin I. Cole sold some shares, which may have a short-term impact on market sentiment. Source: EDGAR 3. On July 29, analysts maintained a neutral rating on Western Digital, believing that other stocks are more attractive. Source: MarketBeat The storage industry is driven by AI demand, with an optimistic outlook. Seagate Technology rose 2.68% in the night market. Based on recent key news: 1. On July 28, Seagate Technology announced its latest financial results, benefiting from the development of generative AI, which boosted cloud storage demand, with revenue and net profit exceeding expectations. After the earnings report was released, the stock price rose 6.25% in the after-hours market. 2. On July 29, Seagate Technology announced its fourth-quarter results, with quarterly revenue increasing by 48.5% year-on-year, and adjusted EPS exceeding market expectations, leading to a post-market stock price increase of over 7% On July 29th, Seagate Technology released its financial report, with revenue increasing by 48% year-on-year, and adjusted earnings per share exceeding expectations, leading to a post-market stock price surge of over 9%. AI-driven storage demand is growing, and the industry outlook is optimistic ### Related Stocks - [AAPL.US](https://longbridge.com/en/quote/AAPL.US.md) - [SNDK.US](https://longbridge.com/en/quote/SNDK.US.md) - [WDC.US](https://longbridge.com/en/quote/WDC.US.md) - [STX.US](https://longbridge.com/en/quote/STX.US.md) ## Related News & Research - [Warren Buffett's Successor, Greg Abel, Has 34.7% of Berkshire Hathaway's Portfolio Invested in These 2 Artificial Intelligence (AI) Stocks](https://longbridge.com/en/news/296274565.md) - [Why Investors Should Consider Buying Apple Stock Ahead of Its September iPhone Event](https://longbridge.com/en/news/296142145.md) - [3 arguments for and against AI watermarks](https://longbridge.com/en/news/296205500.md) - [Originalis AI Founding Engineer Ujjwal Jain Unveils AI System Processing Over 645,000 VC Email Threads](https://longbridge.com/en/news/296065185.md) - [Argentum AI Announces $10 Billion+ in Contracted Revenue and Targets 1GW of AI Infrastructure Capacity in 2026](https://longbridge.com/en/news/296261035.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**