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Yesterday (8/5), the stock market trends were quite mixed, quite different from the simultaneous rally seen in previous days. The Dow Jones continued to hit records, rising 263 points or 0.49%, closing near 54,349, marking its fifth consecutive day of gains; However, the S&P 500 fell slightly by 0.17%, effectively ending its previous four-day winning streak; The Nasdaq fell more noticeably, closing down 0.83%. Basically, this means the market is starting to diverge—not everything is rising, and funds are starting to make structural adjustments. The main drag on the index was Alphabet, which dropped by about 4% to 4.5%. The reason was a major personnel change in Google's AI division, including chief scientist Jeff Dean resigning to start his own AI company, and CEO reshuffling DeepMind's head Demis Hassabis. The market is concerned that Alphabet will have a vacuum in the AI talent race. On top of that, the recent financial report sharply revised up capital expenditure, turning free cash flow negative. These two factors combined have put considerable pressure on Alphabet these past few days. Conversely, Nvidia and Amgen bucked the trend and strengthened, rising about 3.8% and 5.1% respectively; Disney's earnings report is strong, and its stock price has risen nearly 4%. Next, let's talk about SpaceX. This is its first financial report after going public, and the numbers are quite impressive: revenue grew 92% year-on-year, especially in AI-related revenue