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The relief rally continued, but semis still haven't fully regained leadership. 📈 $SPY +1.5% 📈 $QQQ +1.9% 📈 $SOXX +0.7% Lower oil prices and cheaper AI model costs continue to push capital toward cloud and software, while memory and CPU names still face margin and pricing questions. Key movers: 🔥 $SNDK +6.8% The strongest hardware signal of the day. A sharp reversal from pre-market weakness shows buyers are hunting semiconductor rebound plays, but broader storage names still need to confirm. ⚠️ $WDC -2.8% The memory story remains mixed. While $SNDK surged and $MU edged higher, $WDC finished red. The market is still waiting for proof of a sustainable pricing recovery. ☁️ $AMZN +4.7% Cloud remains the leader. Investors continue favoring businesses where lower AI costs translate directly into higher usage, revenue, and margins. 👀 $PLTR +2.5% All eyes on earnings. The report could be another test of whether software and AI application-layer leaders can maintain their edge over hardware. Market takeaway: Software is still leading. Semis are bouncing, but leadership hasn't fully rotated back. Until pricing, margins, and demand trends improve across the hardware stack, investors are likely to keep favoring cloud and AI platforms. $SOL $BEAT $KAITO #Stocks #AI #Crypto