U.S. Markets Experience Night of Contrasts: Software Stocks Plunge While Semiconductors Surge

Deep News04-23 22:55

U.S. stock markets opened lower on the evening of April 23, Beijing time, before paring some losses. As of 10:15 p.m. ET, the Dow Jones Industrial Average was down 0.11%, the Nasdaq Composite fell 0.44%, and the S&P 500 declined approximately 0.11%.

Most major technology stocks declined. Tesla dropped over 3% after reporting its first-quarter results and raising its 2026 capital expenditure plan by one-quarter. Meta Platforms fell more than 2%, while only Google and Apple saw modest gains.

The SaaS sector experienced a broad sell-off. Following weak results from IBM, its stock plunged 10%. Adobe fell over 8%, Oracle dropped more than 6%, and Microsoft declined over 3%.

In contrast, the Philadelphia Semiconductor Index rose nearly 2%, surpassing the 10,000-point mark for the first time in history and achieving a record-breaking 17-day winning streak. Among its components, Texas Instruments surged over 15% following its earnings report, ON Semiconductor gained more than 8%, Marvell Technology rose over 3%, and Intel advanced nearly 3%.

Lululemon's stock tumbled nearly 12% after the company announced a leadership change on the 23rd, following recent controversy over alleged carcinogenic concerns.

U.S.-listed Chinese stocks were mostly lower, with the Nasdaq Golden Dragon China Index falling over 2%. Chemical stock Dexin declined over 33%, while TAL Education Group dropped more than 10%. New Oxygen and XPeng Motors each fell over 6%. Among leading Chinese tech stocks, Alibaba and NetEase both dropped over 3%. Xiaomi, Tencent, BYD, and Pinduoduo all declined more than 2%. Defying the trend, Xiao-i Corporation saw its shares surge 33%.

In commodity markets, spot gold fell below $4,730 per ounce, while spot silver dropped over 4% intraday, currently trading at $75.6 per ounce. International oil prices experienced sharp fluctuations, rising about 1% at the time of writing. Reports indicated renewed U.S.-Iran tensions, with claims that the Strait of Hormuz had been completely blocked.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap
Leave a comment