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🚩Today's Market Guide｜2026-08-06 Recently, the market's demands for "good performance" have clearly increased. Indices remain high, but everyone has started to calculate company by company: Is business growth fast enough? Can profits be realized? Is there still room for valuation expansion? 1. High-expectation assets enter the "homework submission" phase Overnight, the US blue-chip index rose about 0.49%, hitting a new closing high; the broad market index fell about 0.17%, and the tech stock index dropped about 0.83%, showing clear internal divergence. $AMD's earnings and next quarter revenue guidance both exceeded general market expectations, and data center revenue doubled, yet the stock price still fell about 7.2%. The problem lies in expectations being stretched too far: the market wants to see faster growth, higher profit margins, and simultaneous improvement in supply capacity. Now, just delivering "decent" results is hard to support further high valuation rallies. For traders, the next step in watching tech stocks is to look deeper: beating earnings expectations is only the first hurdle; whether guidance can be revised upward again determines if capital is willing to stay. 2. Capital begins seeking clearer cash flow $DIS rose about 3.6% overnight, with earnings beating expectations, mainly supported by theme parks and film businesses. The market is willing to reward companies with clearer revenue sources and relatively limited valuation pressure. This indicates that capital has not fully withdrawn from risk assets but is rotating baskets. High-valuation tech stocks face stricter scrutiny, while sectors like consumer, entertainment, and healthcare with higher earnings visibility may gain phase rotation opportunities. 3. Employment slows, interest rate expectations cool down again The latest private employment report shows about 44,000 new jobs added in July, significantly lower than June's 95,000 and below market expectations. The US 10-year Treasury#SandiskBeatAndBuyback #CircleArcLaunch #EarningsRealityCheck