Tech stocks showed mixed performance on the New York Stock Exchange. In trading that closed on the morning of the 29th Korea time, Micron Technology, Oracle, and SanDisk posted strong gains, while Nvidia, Tesla, Apple, and Meta ended lower. Notably, Oracle soared more than 10%, recording one of the most prominent gains among major stocks.

■ Gainers... Micron, Oracle, SanDisk

Micron Technology (MU) finished trading at $983.23, up $54.47 (5.86%) from the previous session. It recorded a trading volume of 29,898,815 shares and a trading value of $29.134 billion. Micron showed strong upward momentum among key semiconductor stocks. As the importance of high-performance memory semiconductors grows with the development of the artificial intelligence (AI) industry, attention is increasingly focused on the stock price movements of memory-related companies.

Oracle's (ORCL) gain was even larger. Oracle closed at $144.54, up $14.01 (10.73%) from the previous trading day. Trading volume reached 80,101,398 shares, with a trading value of $11.331 billion. Oracle operates cloud computing, enterprise software, and database businesses, and as the importance of cloud services and data processing capabilities rises amid the expansion of AI infrastructure, the stock trends of related companies are drawing attention. However, the direct background of the day's surge requires separate confirmation.

SanDisk (SNDK) also rose sharply. It finished trading at $1,404.77, up $99.93 (7.66%) from the previous session, with a trading volume of 8,927,606 shares and a trading value of $12.317 billion. SanDisk's rise, along with Micron's, demonstrates the market's interest in memory and data storage-related stocks. The growth potential of AI data centers and the enterprise storage market remains a持续 focal point in the related industry.

■ Losers... Nvidia, Meta, Tesla, Apple, SpaceX

Nvidia (NVDA) closed trading at $215.38, down $2.56 (1.17%) from the previous session. It recorded a trading volume of 90,035,613 shares and a trading value of $19.505 billion. Although it is regarded as a core company in the AI semiconductor market, its stock moved in the opposite direction from Micron on the day, highlighting how stock price directions diverged even within the same semiconductor sector.

Meta (META) finished trading at $612.49, down $7.70 (1.24%) from the previous trading day. Trading volume was 34,367,449 shares, with a trading value of $21.1 billion. Meta operates social media platforms, digital advertising, and AI technology development as its main businesses, and while interest in its AI-related businesses continues, its stock price declined on the day.

Tesla (TSLA) closed at $404.22, down $3.24 (0.80%) from the previous session. It showed a trading volume of 34,966,479 shares and a trading value of $14.074 billion. Tesla holds various growth areas including electric vehicle market competition, autonomous driving technology, and robotics, but it failed to secure upward momentum in the day's trading and ended weak.

Apple (AAPL) also joined the decliners. It recorded $343.83, down $3.27 (0.94%) from the previous trading day, with a trading volume of 34,224,570 shares and a trading value of $11.793 billion.

Microsoft (MSFT) finished trading at $531.01, down $0.32 (0.06%) from the previous session. It showed relatively limited movement with a trading volume of 24,441,873 shares and a trading value of $13.012 billion.

SpaceX (SPCX) closed at $145.23, down $3.35 (2.25%) from the previous trading day. It recorded a trading volume of 97,127,297 shares and a trading value of $14.051 billion.

■ Alphabet Rises... Differentiation Within Big Tech

Alphabet Class A (GOOGL) closed higher at $324.89, up $4.31 (1.34%) from the previous session. Trading volume was 50,718,423 shares, with a trading value of $16.179 billion. Alphabet, which is pursuing growth strategies centered on search, advertising, cloud, and AI businesses, rose among major big tech stocks on the day, showing a trend differentiated from Meta, Apple, and Microsoft.

■ Market Implications

Taken together, the movements of major stocks on the day were characterized by clear differences across individual names rather than tech stocks moving uniformly in the same direction. While Micron and SanDisk rose 5.86% and 7.66% respectively, Nvidia fell 1.17%, showing divergent stock trends even within semiconductors and related tech stocks. In the software sector, Oracle surged 10.73% while Microsoft slipped 0.06%, forming a contrast. Among large-cap tech stocks, Alphabet rose while Meta and Apple fell, and Tesla also recorded weakness, showing differentiated trends even among major growth stocks.

Going forward, the earnings of major tech companies, the scale of AI-related investments, semiconductor demand, and cloud market growth are expected to be key focus areas in the U.S. stock market. However, it is difficult to judge a trend reversal for an entire sector or the possibility of sustained gains based on a single day's rise in specific stocks. Individual companies' earnings and business outlook, as well as overall market volatility, need to be examined together.

[This article is intended to provide information for investment reference and does not recommend the purchase or sale of any specific stock. Circumstances may change depending on market conditions. Investment decisions and the responsibility for them rest with the investor. AI assisted in part.]