Top US stock by trading volume on Friday $Micron Technology (MU.US)$ Closed up 6.10%, with trading volume reaching $34.905 billion.
$Micron Technology (MU.US)$Plans to significantly increase monthly HBM production capacity to approximately 100,000 wafers by the end of this year, nearly doubling last year's level, thereby narrowing the capacity gap with$SK hynix (SKHY.US)$and$Samsung Electronics (005930.KR)$The company is accelerating mass production of HBM4 12-layer products for the$NVIDIA (NVDA.US)$"Vera Rubin" architecture, expecting its share of production capacity to rise to 50% by year-end, aiming to break out of its current lagging position with an 18% market share.
Ranking 2nd, $NVIDIA (NVDA.US)$ Closed up 0.84%, with trading volume of $30.624 billion.
NVIDIA has acquired Hugging Face, the world’s largest open-source AI platform, for $12.9 billion, transferring ownership of its 18 million-developer community overnight. From chips to cloud computing power, and from model investments to developer tools, Jensen Huang is systematically converting hardware dominance into implicit pricing power across the entire AI industry chain. This is not merely an acquisition; it is a strategic consolidation of "kingmaker" authority.
NVIDIA is undertaking a more complex endeavor than simply selling GPUs: it is investing in model companies, cloud service providers, and infrastructure firms, while helping these clients secure the capacity to purchase additional GPUs. With equity assets reaching $99 billion, this capital cycle has already achieved considerable scale.
3rd place$SanDisk (SNDK.US)$Closed up 11.9%, with trading volume of $27.396 billion.
Ranking fourth,$Tesla (TSLA.US)$Closed down 5.92%, with trading volume of $22.933 billion.
The "Tesla Event Curse" (also known as the event paradox) typically refers to the classic capital market phenomenon of "buy the rumor, sell the news." Whenever Tesla is about to hold a major product launch, market sentiment often reaches a fever pitch, driving the stock price up sharply for consecutive sessions. However, once the event actually takes place, the stock price frequently reverses into a sharp decline or comes under pressure and consolidates.
On September 3, 2026, Tesla held the highly anticipated Cybercab autonomous taxi launch event in Austin, Texas. This event once again perfectly demonstrated this curse.
Historically, there have been multiple "classic moments." At the "We, Robot" event in October 2024, Tesla unveiled its Cybercab prototype and Optimus humanoid robot on a large scale for the first time. However, due to the lack of specific deployment data for Full Self-Driving (FSD) technology and a clear business model, the stock price plunged nearly 9% the following day. In earlier events such as the Cybertruck launch and Battery Day, the stock similarly experienced a surge followed by profit-taking sell-offs on the day of the announcement or the next day.
5th place $Apple (AAPL.US)$ Closed down 2.51%, with trading volume reaching $12.282 billion.
Historically, Apple has primarily focused on optimizing its existing product lines. However, under the leadership of new CEO Tennus, the company is poised to launch the most intensive wave of new product releases in its history. Between 2026 and 2027, and in subsequent years, Apple will introduce a series of products in entirely new form factors, including foldable-screen iPhones, touchscreen MacBooks, AirPods with built-in cameras, smart home hubs with displays, desktop robots equipped with robotic arms, and AR glasses.
The price of Apple's foldable smartphone may be significantly higher than expected, with IDC predicting an average selling price of $2,550. Reports indicate that initial daily production of Apple's highly anticipated foldable iPhone is currently only in the "hundreds," primarily due to the company's extremely stringent quality control standards. Apple may also introduce a new MacBook model in the future, positioned between the LCD-panel MacBook Air and the OLED-panel MacBook Pro.
7th place $Meta Platforms (META.US)$ Closed up 1%, with trading volume reaching $9.663 billion.
According to reports, Zuckerberg privately spoke with Trump in August, expressing opposition to the proposal of establishing a mandatory AI regulatory body modeled after the Financial Industry Regulatory Authority (FINRA). Currently, the White House is divided on the regulatory approach, wavering between a government oversight model akin to FINRA and a voluntary rating system similar to that of the Motion Picture Association (MPA). The ultimate direction of policy remains uncertain.
According to media reports on Friday local time, Meta is offering an average discount of approximately 95% on model API calls for its Muse Spark series to customers who agree to provide their prompts and model responses for future model training.
The latest model in the Muse Spark series, Muse Spark 1.3, was released on September 2. Meta CEO Zuckerberg stated that this model represents the company's most significant improvement to date in programming and AI agent capabilities.
12th place$SpaceX (SPCX.US)$Closed down 1.2%, with trading volume reaching $7.267 billion.
Oppenheimer analysts raised the target price for SpaceX, citing strong progress in its AI business. Reportedly, SpaceX and three other U.S. companies will be absent from the Paris Space Summit.
Four U.S. aerospace companies—SpaceX, Blue Origin, rocket manufacturer Stoke Space, and space data center launch provider Starcloud—have announced that they will not attend the French Space Summit taking place in Paris next week.
These four companies notified French authorities on Thursday that they would not participate in the summit scheduled for September 9–10. The event is of significant importance to French President Emmanuel Macron, who aims to secure France’s and the European Union’s status as major space powers and to promote independent European launch capabilities and a global satellite communication system, thereby avoiding reliance on U.S. technology.
13th place $Alphabet-A (GOOGL.US)$ Closed down 1.11%, with trading volume reaching $7.062 billion.
U.S. Tech Giant $Alphabet-C (GOOG.US)$ has officially launched its most accurate and advanced global weather forecasting large model to date, delivering rapid weather forecasts with "unprecedented resolution." The major release of "WeatherNext 3" marks a shift in the AI application layer from chat, search, and code generation to production systems that directly influence real-world asset scheduling and risk pricing. The model uses real-time geostationary satellite data and ground-based observations as inputs, reinitializes hourly, and generates predictions at a spatial resolution of up to 5 kilometers, representing a significant leap forward from WeatherNext 2's 25-kilometer grid and six-hour update cycle.
Ranked 20th $Lululemon Athletica (LULU.US)$ Closed down 17.38%, with trading volume reaching $3.723 billion.
Lululemon Athletica's Q2 revenue fell 4% year-over-year, while comparable sales plummeted 9%, marking the first negative growth since the pandemic. The North American market saw a decline of up to 12%, and sales of its core product, yoga pants, dropped sharply by 20%. Revenue for fiscal year 2026 is projected to be between $10.35 billion and $10.5 billion, reflecting downward revisions for two consecutive quarters. New CEO O'Neill, taking office next week, will face the triple challenge of eroding brand premium, a gap in product innovation, and continuous loss of market share.
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Editor/Liam