The US stock market's technology sector performed unevenly today. Among large tech stocks, Tesla, Netflix, and Microsoft fell more than 2%, while Google rose against the trend. Amazon and Meta also retreated to varying degrees, with Apple remaining flat. The real highlight was in the chip sector—SanDisk surged nearly 16%, Micron Technology and Western Digital rose over 10% and 9% respectively, both hitting new highs. ASML gained over 8% to reach a new high, and Intel, GlobalFoundries, and ARM also followed suit. Major chip giants like NVIDIA, Qualcomm, and Broadcom were not to be outdone.

The rare earth sector experienced a long-awaited collective breakout, with USA Rare Earth soaring nearly 19%, Critical Metals and Energy Fuels rising 17% and over 14% respectively. The drone sector also strengthened simultaneously, with Red Cat Holdings up over 15%, Ondas Holdings and Vertical Aerospace rising nearly 13% and over 9%. Nuclear power topics also drew attention, with NuScale up over 15%, Centrus Energy up more than 12%, and Oklo, under Sam Altman's leadership, increasing over 8%. The quantum computing sector also warmed up, with Arqit Quantum rising over 12% and Quanten rising more than 8%.