The Nasdaq fell 2.6% on Thursday, while the Dow rose 0.02%, due to market concerns about the sustainability of artificial intelligence spending. Meta shares fell 7% after missing profit expectations and disclosing significant future expenses. Nvidia's CEO stated that there is insufficient capital to support the growth of Neoclouds in the field of artificial intelligence. SpaceX, Nvidia, and CoreWeave shares fell, and the Philadelphia Semiconductor Index dropped 6.7%. US investors turned to the bond market, causing US Treasury yields to decline. (Source: Bloomberg)