The New York Stock Exchange showed a strong rebound on the afternoon of the 6th (Korean time), led by semiconductor and artificial intelligence (AI)-related stocks. Tech stocks that had plunged in the wake of the 'blue tsunami' shock following the U.S. midterm elections rose across the board, showing a pronounced recovery from earlier losses.

AMD and SanDisk surged more than 12%, while Micron Technology and Nvidia also posted large gains. Apple, on the other hand, declined, with differentiation continuing among individual stocks.

■ Micron Up 9.95%... Short-Term Semiconductor Recovery Draws Attention

On the afternoon of the 6th (Korean time), Micron Technology (MU) traded at $721.68 on the New York Stock Exchange, up $65.29 (+9.95%) from the previous session. Trading volume was 9,911,614 shares, trading value $6.988 billion, and market capitalization $816.271 billion. Micron, which had fallen sharply the previous day, turned back to gains, drawing attention to a short-term recovery in the semiconductor sector.

■ Nvidia Rebounds 6.91%... Previous Day's Losses Not Yet Fully Recovered

Nvidia (NVDA) recorded $194.15, up $12.55 (+6.91%) from the previous session. Trading volume was 36,477,778 shares, trading value $6.969 billion, and market capitalization $4.677569 trillion. Having fallen more than 9% the previous day, today's gain represents a recovery after the plunge, though it has not yet fully made up for the prior day's decline.

■ AMD Up 12.70%, SanDisk Up 12.76%

AMD (Advanced Micro Devices) traded at $455.75, up $51.35 (+12.70%) from the previous session, with trading volume of 9,898,831 shares, trading value of $4.374 billion, and market capitalization of $747.257 billion. AMD's double-digit gain stands out even among major semiconductor stocks today. Buying is flowing back into tech stocks that plunged the previous day, but whether the uptrend will continue needs to be confirmed through further trading.

SanDisk (SNDK) traded at $909.35, up $102.92 (+12.76%) from the previous session, with trading volume of 4,215,123 shares, trading value of $3.717 billion, and market capitalization of $129.422 billion. SanDisk's gain slightly exceeded AMD's. Double-digit gains appeared not only in semiconductors but also in storage stocks, showing the breadth of the tech rebound widening.

■ TSMC and Intel Also Rise Together

TSMC's American Depositary Receipts (ADR, TSM) traded at $380.11, up $27.01 (+7.65%) from the previous session, with trading volume of 4,973,102 shares and trading value of $1.858 billion. Intel (INTC) rose $4.33 (+8.29%) to $56.58, with trading volume of 32,081,380 shares and trading value of $1.76 billion.

With major semiconductor stocks such as Micron, Nvidia, AMD, TSMC, and Intel rising simultaneously, today's rebound is showing a trend not limited to select companies.

■ Signs of Easing Blue Tsunami Shock... But Careful Judgment Needed

This also coincides with what appears to be a short-term easing of the blue tsunami shock that came into focus after the U.S. midterm elections. As prospects of a strong Democratic performance gained attention, uncertainty over future congressional policy directions and the corporate regulatory environment emerged as a market concern, with potential policy changes affecting the AI industry and big tech companies in particular being a variable investors are watching.

However, it is difficult to explain today's surge solely as the resolution of uncertainty following the Democrats' election results. The possibility of a technical rebound following the previous day's tech plunge must also be considered, and the actual buyers and money flows need further confirmation.

■ Alphabet and Tesla Rise, Apple Falls

Big tech and electric vehicle stocks also posted gains. Alphabet Class A (GOOGL) rose $6.04 (+2.14%) to $288.61 (trading volume 7,037,537 shares, trading value $2.013 billion), while Tesla (TSLA) rose $9.56 (+2.78%) to $353.25 (trading volume 5,576,712 shares, trading value $1.957 billion).

The stock listed as SpaceX (SPCX) showed $132.38, up $8.76 (+7.09%), with trading volume of 22,064,094 shares and trading value of $2.876 billion. However, the exact listed name and corporate identity of SPCX require separate verification, and the price alone cannot be assumed to be the stock price of SpaceX headquarters.

Meanwhile, Apple (AAPL) traded down $4.07 (-1.18%) at $340.11, with trading volume of 5,460,030 shares, trading value of $1.857 billion, and market capitalization of $4.941233 trillion. Apple's weakness shows that today's tech rebound has not spread to all large-cap stocks.

■ Nasdaq +1.07%, Dow -0.91%... Indices Diverge

As of 11:36 p.m. on the 6th (Korean time), the Nasdaq Composite rose 260.50 points (+1.07%) to 24,575.50. The S&P 500 gained 23.52 points (+0.32%) to 7,377.31. In contrast, the Dow Jones Industrial Average fell 468.74 points (-0.91%) to 51,054.32, and the Russell 2000 slipped 6.39 points (-0.23%) to 2,723.50.

Despite semiconductor stocks rising 7-12%, the Nasdaq's gain remains in the 1% range. The divergent trend of a rising Nasdaq and falling Dow and Russell 2000 shows the recovery has not yet spread evenly, suggesting a need to distinguish between individual stock surges and overall market movements.

■ Too Early to Judge a Trend Reversal

The volatility that expanded after the blue tsunami is entering a new phase with today's tech rebound, but it is too early to judge it as a trend reversal. Whether policy uncertainty following the midterms has actually eased, and whether the semiconductor rebound can spread to other industries, remain variables for future market trends.

The New York market is still in the early stages of the regular session. Nvidia, Micron, and AMD's strong rebounds are partially restoring tech investment sentiment, but the Dow's decline and Apple's weakness show temperature differences still exist within the market. Whether this rebound will remain a short-term recovery or lead to broader stabilization of the U.S. stock market is expected to be confirmed in the latter half of the regular session and in future trading.

[Some AI assistance was used in producing this article. This article does not recommend the purchase or sale of any specific stock, and investment decisions and responsibilities rest with the investor.]