High-beta U.S. stocks surged, with Snowflake rising 16% and Tesla gaining over 5%, as AI earnings reports combined with Waller's dovish pivot fueled risk appetite.

Dell Technologies shares rebounded by nearly 25% from pre-earnings levels, as its results indicated that AI spending continues to flow into servers, networking, and data center infrastructure. Snowflake’s strong performance and raised full-year guidance further fueled the narrative that AI is becoming a new engine for software growth. Concerns over power shortages in AI data centers intensified, driving Bloom Energy’s shares up nearly 10% during intraday trading. Cryptocurrency-related stocks, including Robinhood and MicroStrategy—a major Bitcoin holder—surged by double digits intraday, highlighting a return of risk appetite. However, Broadcom’s shares fell nearly 7% following its earnings release, reflecting the market’s increasingly stringent expectations for AI-related financial performance.

wallstreetcnSep 4 05:19

12 Information Technology Stocks Moving In Thursday's Intraday Session

GainersCanaan (NASDAQ:CAN) stock rose 23.0% to $0.38 during Thursday's regular session. The company's market cap stands at $229.3 million. Snowflake (NYSE:SNOW) shares rose 20.48% to $368.5. The

BenzingaSep 4 01:06

The Fed’s “Megaphone”: Waller’s Stance Shifts Quietly! Leans Toward Holding Steady in September, but Next Week’s CPI Remains a “Critical Threshold”

Timiraos noted that Governor Waller’s policy stance is shifting from cautious hawkishness to an optimistic wait-and-see approach, while emphasizing that this does not constitute a fundamental reversal of his position. The August inflation data, to be released in two weeks, remains a key variable in determining whether interest rates will be raised at the September meeting.

wallstreetcnSep 3 21:51

U.S. SEC Chair once again urges Congress to advance the CLARITY Act

In an interview with Fox News, U.S. SEC Chairman Paul Atkins stated that he hopes Congress will expedite the passage of the CLARITY Act and present it to President Trump for signature.

Futu NewsSep 3 16:42

Bank of America: Cryptocurrency ETFs record largest weekly inflow since last October

According to BlockBeats, on August 31, data from Bank of America showed that crypto funds recorded $3.2 billion in inflows last week, marking the largest weekly inflow since October 2025.

BlockBeatsAug 31 16:39

Why did the market react sharply to Waller's remarks?

Federal Reserve Chair Walsh delivered his inaugural keynote address at Jackson Hole, and this time the market appeared to grasp his message.

Jinse FinanceAug 31 16:30