US-listed AI concept stocks staged a broad rebound, with Nvidia falling 6.5% amid negative pressure, while crypto-related stocks declined across the board.

According to data from the BIT Stock Platform, the three major U.S. stock indexes opened higher. The S&P 500 rose 1.15% at open, the Nasdaq 100 gained 1.62%, and the Dow Jones Industrial Average climbed approximately 1.03%. SpaceX (SPCX) advanced 2.71%. Optical communications stocks rallied broadly: Coherent (COHR) jumped 7.10%, Ciena (CIEN) rose 6.43%, Lumentum (LITE) gained 5.60%, Credo (CRDO) added 4.95%, and Applied Optoelectronics (AAOI) was up 0.74%. The Neocloud sector saw mixed performance. Astera Labs (ALAB) rose 5.77%, AST SpaceMobile (ASTS) gained 3.93%, Nebius (NBIS) advanced 1.77%, while IREN fell 4.71%, Cipher Mining (CIFR) dropped 2.22%, and CoreWeave (CRWV) declined 1.05%. Semiconductor stocks were mixed. Broadcom (AVGO) jumped 6.23%, AMD gained 5.42%, ASML advanced 4.93%, Marvell Technology (MRVL) rose 3.75%, TSMC (TSM) added 2.41%, Arm (ARM) climbed 1.65%, Micron Technology (MU) gained 1.46%, Intel (INTC) rose 0.53%, while Nvidia (NVDA) fell 6.54%. Storage stocks moved higher: Western Digital (WDC) jumped 5.99%, Seagate Technology (STX) advanced 3.98%, and SanDisk (SNDK) added 1.64%. Crypto-related stocks mostly declined. Strategy (MSTR) dropped 3.81%, BNB Standard (BNC) fell 2.26%, Circle (CRCL) declined 2.08%, Coinbase (COIN) fell 1.38%, MARA Holdings (MARA) dropped 0.79%, while Robinhood (HOOD) rose 1.16%. Super Micro Computer (SMCI) fell 3.41%.