TREE NEWS reports: The Dow opened down 0.05% while the S&P 500 rose 0.53% and the Nasdaq gained 1.06%, with the VIX falling 8.25%. AI-related stocks led gains: Teradyne rose 5.08%, Marvell 4.83%, CoreWeave 4.76%, Astera Labs 4.22% and AMD 3.79%. The data was published by RWA trading platform MSX, which lists hundreds of tokenized US equities and ETFs including Nvidia, GOOGL, MSFT, AMZN, META, TSM and AMD.
US stocks open mixed as AI shares rally; Teradyne jumps 5.08%
The divergence between a flat Dow and a surging Nasdaq, paired with a sharp drop in the VIX, points to a market narrowing its risk appetite toward AI-linked names rather than broadening it. The concentration of gains in chip and infrastructure plays like Teradyne, Marvell and CoreWeave suggests the AI trade is rotating through the supply chain rather than fading. For tokenized-equity venues like MSX, this is a reminder that their listed megacap names will increasingly trade on AI sentiment swings. Whether the VIX decline signals durable calm or just complacency around a narrow rally is the open question.
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