The Final Tally: How Wall Street’s AI Panic Lasted Exactly One Trading Day—Exaggerated, Much?

Tuesday was one of those days where Wall Street woke up, took a shot of whiskey, and decided to act like Monday’s meltdown didn’t happen. After a brutal tech-led sell-off that wiped nearly $1 trillion in market value, traders staged a recovery rally that felt less like confidence and more like denial. The S&P 500 climbed 0.92%, the Nasdaq popped 2%, and even the Dow mustered a 0.31% gain. It’s like the market collectively whispered, “Maybe if we just buy the dip, everything will be okay.”

(Source: Giphy) 

The star of the day? Nvidia, of course. After Monday’s historic $600 billion market cap torching (courtesy of DeepSeek—a budget ChatGPT with CCP energy), Nvidia shares bounced nearly 9%, dragging the tech sector out of the gutter. It wasn’t just Nvidia, though—Broadcom and Oracle also posted solid gains after their own Monday beatdowns. But with that said, don’t think for one second this had anything to do with fundamentals. No, this was simply Wall Street trying to convince itself that the AI hype train hasn’t completely jumped the rails.

That is, until we find out whether Big Tech’s eye-watering valuations are in fact, a facade, once Apple, Tesla, Microsoft, and Meta report their earnings this week. Apple, the market’s golden child, rallied 3.65% on Tuesday, partly because it’s been smarter about its AI spending—or maybe just because it didn’t make any moves big enough to scare investors. 

(Source: TipRanks) 

Meanwhile, Tesla’s here to remind everyone it’s still a car company cosplaying as a tech stock. Spoiler: Delivery numbers will likely disappoint, Musk will blame “macro factors,” and the stock will dip until he promises a robotaxi fleet powered by AI that doesn’t hit pedestrians. Translation: Wall Street’s patience with Big Tech is wearing thinner than the Donnie Politics filter, and disappointing earnings could send the Nasdaq right back into the red. 

In addition, Jerome Powell & the Boys are on deck with their latest interest rate decision tomorrow. Everyone and their dog expects Jerome Powell to hold rates steady, but the real drama lies in what he says about the path forward. The only concerning part? Whether Powell accidentally admits the quiet part out loud: that the economy’s being held together by AI hopium and credit card debt.  

(Source: Giphy) 

Not to be outdone today, the president floated the idea of slapping tariffs on Taiwanese imports, including semiconductors, which sent a shiver down the spine of anyone holding chip stocks. The market seemed to shrug it off for now, but if Trump’s plan gains traction, you can bet chipmakers like TSMC and Nvidia will feel the heat.

In the end, Tuesday’s rally was a nice breather, but the market’s anxiety hasn’t gone anywhere. Between Big Tech earnings, the Fed’s next move, and the lingering AI concerns, investors are walking on eggshells. So all this to say, enjoy the green while it lasts—because the next sell-off could end up being just around the corner. 

If you read all of this, congrats for having a 10 second attention span (better than me). As always, here’s our heatmap for today.

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Stocks.News holds positions in Meta, Tesla, Microsoft, and Apple as mentioned in the article.