1/ Did the US stock market fall sharply because of the financial reports of Google and Tesla?

Let me summarize their financial reports in one sentence:

Google: The financial report is good, and the revenue is good, but people are beginning to question whether it can have such revenue without AI? Even investing in AI has increased expenditure?

Tesla: The fundamentals are still not good, and the profit margin has not improved. It just depends on Ma's mouth. The pie is getting bigger and bigger, and the hanging is getting farther and farther.

There is nothing particularly unexpected.

2/ So the fundamental reason is still the profit-taking due to the rise, and the accelerated sector rotation after the expectation of interest rate cuts.

The US stock market is not too worried about its collapse, unless the financial reports of major technology stocks are all thundering, otherwise it has strong fundamentals and performance support, and there is an economy that is neither good nor bad, plus interest rate cuts, so it will not collapse at this time.

I am worried that it will rise again after a correction of less than 10%, and I can't find a low point to increase my position.