Top U.S. stock by trading volume on Tuesday$Micron Technology (MU.US)$Rose 12.17%, with trading volume reaching USD 46.163 billion.
The company's market capitalization has once again surpassed the USD 1 trillion mark. During the earnings call, Micron Technology’s CEO noted that robust demand across the entire AI value chain—including AI compute, intelligent agents, and autonomous driving—combined with supply-side rigidity caused by the lengthy production ramp-up cycles for wafer fabrication and advanced packaging, will sustain tight memory chip supply-demand dynamics beyond calendar year 2027. This fundamentally reverses the market’s prior pessimistic view that the memory cycle had peaked in the near term, shifting investor focus toward a growth-oriented AI-driven narrative and thereby expanding valuation horizons for the sector.
2nd place$NVIDIA (NVDA.US)$Rose 1.97%, with trading volume reaching USD 22.329 billion.
On Tuesday, NVIDIA disclosed additional details about its data center CPU 'Vera,' including technical specifications, performance benchmarks, and chip architecture, enabling potential customers to conduct comprehensive product evaluations.
NVIDIA stated that Vera chips were delivered in June of this year to customers including OpenAI and Anthropic,$SpaceX (SPCX.US)$among others.
NVIDIA has long been regarded as a bellwether in the information technology sector, but it remains a challenger in the CPU market, where it must compete against two well-established rivals—Intel and AMD.
3rd place$SanDisk (SNDK.US)$Rose 14.27%, with trading volume reaching USD 21.158 billion.
Memory chip stocks on Wall Street surged across the board on Wednesday.
4th place$Advanced Micro Devices (AMD.US)$ Rose 8.11%, with trading volume reaching USD 14.912 billion.
On July 20 local time, Advanced Micro Devices unveiled its first rack-scale AI system, Helios, to global media for the first time, marking its official entry into the full-stack data center AI infrastructure market and directly challenging NVIDIA’s dominance in AI computing. This deeply integrated hardware-software AI platform has already secured orders from multiple global technology giants and is expected to begin large-scale deployment in 2026. AMD further forecasts that starting in 2027, this business line will generate tens of billions of dollars in annual data center AI revenue, reshaping the competitive landscape of global AI compute capacity.
According to official disclosures from Advanced Micro Devices, Helios—named after the ancient Greek sun god—is a standardized, open rack-level AI reference design. It is not a single server product but rather a full-stack AI infrastructure system encompassing computing power, scheduling, networking, and software. The system deeply integrates AMD’s four self-developed core components: the next-generation Instinct series GPUs, EPYC series CPUs, Pensando high-speed networking chips, and the ROCm full-stack software platform, achieving deep hardware-software co-optimization and addressing the longstanding industry pain point of fragmented AI computing hardware and software.
5th place $Apple (AAPL.US)$ rose 0.35%, with trading volume reaching USD 13.459 billion.
Well-known Apple tipster Mark Gurman posted that $Apple (AAPL.US)$ Apple is preparing to launch a device leasing program called Apple Upgrade, which will represent one of the company’s most significant shifts ever in its hardware sales model.
According to Gurman, Apple Upgrade will operate on a subscription-like model, allowing users to pay off their device early, upgrade to a new model ahead of schedule, or retain the device after the lease term ends. Certain actions will incur additional fees. Similar to car leasing, users may also return the device upon lease expiration.
Gurman noted that lease terms will be 24 months for iPhones and Apple Watches, and 36 months for Macs and iPads. Users must also pass a 'soft credit check' to qualify for the program.
7th place $Intel (INTC.US)$ Closed up 8.64%, with trading volume reaching USD 10.722 billion.
According to media reports citing internal sources at the company, Intel plans to reduce staff in its Data Center division.
In a research note to clients, Wedbush analyst Matt Bryson stated that Intel’s revenue and profit margins are likely to significantly exceed market expectations, and this trend is expected to continue into the third quarter. He maintained a neutral rating on Intel with a price target of USD 95. This target price is roughly in line with Intel’s current share price prior to its earnings release, implying that despite anticipated earnings outperformance, Wedbush sees limited upside potential for the stock.
Bryson noted that$Taiwan Semiconductor (TSM.US)$the market trend is the reason for his cautious stance. Last week, Taiwan Semiconductor reported record profits and raised its full-year guidance, yet its stock price still declined. After a year-long rally, semiconductor sector valuations have reached elevated levels, prompting investors to take profits. Bryson wrote: 'Even substantial earnings beats and a reacceleration in sales may not be enough to prevent broad-based selling across the semiconductor sector.'
8th Place $SpaceX (SPCX.US)$ Closed up 3.08%, with trading volume reaching USD 9.892 billion.
SpaceX, Elon Musk’s space exploration company, closed up 3.1%, ending a seven-day losing streak.
Approximately 911.5 million shares of SpaceX held by insiders will become unrestricted on August 6, representing a market value of approximately $116 billion. SpaceX is implementing a phased release of lock-up restrictions, and by the end of the year, the total number of freely tradable shares will surge from the current level of approximately 639 million to 5.33 billion. SpaceX's share price has declined 37% from its closing high but rose 3.8% during today's trading session, potentially ending a seven-day losing streak.
Ranked 10th $Alphabet-A (GOOGL.US)$ Closed down 1.38%, with trading volume reaching USD 7.836 billion.
Google announced the launch of Gemini 3.6 Flash, Gemini 3.5 Flash-Lite, and Gemini 3.5 Flash Cyber for cybersecurity. Among these, Gemini 3.6 Flash is optimized for coding, knowledge work, and multimodal tasks, offering lower output token consumption and a reduced price compared to the previous generation; Flash-Lite targets high-throughput, low-latency scenarios; and Flash Cyber leverages the CodeMender code security agent to enter the AI-powered cybersecurity market at a lower cost.
Ranked 11th $Taiwan Semiconductor (TSM.US)$ Closed up 5.55%, with trading volume reaching USD 7.636 billion.
According to media reports on Tuesday, Taiwan Semiconductor plans to raise foundry prices for both advanced and mature-node chips in 2027 by as much as 10% to offset rising costs related to materials, manufacturing equipment, and overseas fab construction.
Taiwan Semiconductor has already begun discussions with clients regarding the price increases, which apply to 7-nanometer and more advanced process technologies. This segment accounted for approximately 77% of the company’s revenue in the April–June quarter. According to informed sources, the base price increase ranges from 5% to 10%, depending on the client and product.
14th place$SK hynix (SKHY.US)$ Closed up 13.75%, with trading volume reaching USD 6.361 billion.
According to technology media reports,$Samsung Electronics (005930.KR)$、$SK Hynix (000660.KR)$both NVIDIA and Micron Technology have scaled back or abandoned their commercialization plans for CXL expansion device controllers.
DRAM manufacturers originally intended to ship complete CXL memory modules integrating both DRAM and a controller, aiming to capture greater profit margins through in-house controller development and higher integration. However, downstream data center customers, seeking cost reductions, prefer a modular approach—purchasing DIMM memory modules and CXL controllers separately and assembling them into complete add-in cards, a method theoretically offering lower costs.
17th $Seagate Technology (STX.US)$ Closed up 11.14%, with trading volume reaching USD 5.344 billion.
$Seagate Technology (STX.US)$Showcased AI data storage solutions at the World Artificial Intelligence Conference 2026 (WAIC 2026), focusing on the needs of AI data centers. The company emphasized the concept that 'data movement powers AI operations.'
18th place$NEBIUS (NBIS.US)$ rose 18.78%, with trading volume reaching $5.304 billion.
NVIDIA filed a Schedule 13G with the U.S. Securities and Exchange Commission (SEC) on Monday, disclosing beneficial ownership of$NEBIUS (NBIS.US)$22,256,400 Class A ordinary shares of the company, representing a 9.3% stake. The filing indicates that this holding includes 1,190,500 ordinary shares previously reported in NVIDIA’s Form 13F for the quarter ended March 31, as well as 21,065,900 shares issuable upon exercise of a pre-funded warrant.
Meanwhile, Northland significantly raised its price target for NEBIUS from $248 to $410, maintaining its “outperform” rating, implying potential upside of over 124%. The firm applied a valuation framework similar to that used for$CoreWeave (CRWV.US)$Using a comparable valuation framework, Nebius is expected to achieve a long-term market share of approximately 14% in the $800 billion AI-as-a-Service (AIaaS) market by the terminal period.Free cash flowIts profit margin is estimated at 30%.
Ranked 19th $Danaher (DHR.US)$ fell 10.99%, with trading volume reaching $4.892 billion.
The company reported second-quarter revenue and earnings that exceeded market expectations and raised its full-year earnings-per-share guidance. However, its stock declined sharply due to delayed customer order timing in its biopharmaceutical business.
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Editor/Liam