AI infrastructure concept stocks rebounded, NVIDIA rose 5.6%, Sandisk rose over 6%, CoreWeave rose over 9%, and the China concept index rose 2%

AI infrastructure concept stocks rebounded, and investors are paying attention to NVIDIA's $200 billion capital expenditure guidance. Semiconductor concept stocks saw NVIDIA rise 5.6%, AMD rise 7%, Broadcom rise 5.1%, and Marvell Technology rise 6.4%. Storage concept stocks Sandisk rose 6.4%, Western Digital rose 6.2%, Seagate Technology rose 5.6%, and Micron Technology rose 2.5%. Cloud service provider CoreWeave rose 9.2%, Oracle rose 3.5%, chip equipment supplier Applied Materials rose 5.8%, and Lam Research rose 6.2%. Lumentum rose 8.6%, Applied Optoelectronics rose 9.6%, and Ciena rose 4.4%. The Nasdaq Golden Dragon China Index's gains expanded to 2%, with Chinese concept stock Nio briefly rising over 10%, Li Auto rising 5.3%, XPeng rising 3.4%, and Xiaomi, BYD, and Pony.ai rising about 3%, while Alibaba rose 2%. The S&P 500 Index is currently up about 1.2%, the Dow Jones Industrial Average is up 692 points, a rise of 1.4%, the Nasdaq is up 1.1%, the semiconductor index is up 4.3%, and the banking index is up 2.1%