Ranked second in U.S. stock trading volume on Tuesday$NVIDIA (NVDA.US)$Closed down 2.01%, with trading volume of $27.016 billion.
Google is accelerating the externalization of its Tensor Processing Units (TPUs). Tests by SemiAnalysis show that the TPUv7 Ironwood delivers up to 50% higher inference performance per dollar than NVIDIA’s B200 and B300 chips, while TorchTPU will further lower the development barrier for PyTorch. As external clients such as Anthropic expand their procurement and the TPUv8i rolls out, Google is challenging NVIDIA’s dominance in the inference chip market through software-hardware synergy.
Ranking 2nd, $Micron Technology (MU.US)$ Closed down 1.61%, with trading volume of $26.786 billion.
Apple and $KIOXIA HOLDINGS CORPORATION UNSPON ADR EACH REP 0.1 COM (KXIAY.US)$ are negotiating a three- to five-year long-term contract for NAND flash memory, potentially without a price cap. This marks a shift in its procurement strategy from "price suppression + multi-sourcing" to "volume locking + long-term contracts." This transition is driven by intense competition among AI data center clients for storage capacity, forcing Apple to prioritize supply security. Pricing power in the memory chip market is shifting from buyers to sellers, and the duration of this current memory cycle may exceed traditional market expectations.
Ranking fourth,$Tesla (TSLA.US)$Closed up 3.98%, with trading volume of $18.558 billion.
On September 3 local time, Tesla held its Cybercab launch event in Austin, Texas, officially unveiling the world's first mass-produced vehicle designed specifically for autonomous driving scenarios. The vehicle eliminates the steering wheel, accelerator and brake pedals, and traditional side mirrors, relying entirely on FSD's end-to-end neural network to achieve Level 4 autonomous driving.
Subsequently, Musk confirmed on the X platform that the vehicle's drive motor achieves zero use of rare-earth metals without compromising range. According to disclosures, this new rare-earth-free motor used in the Cybercab demonstrates significant advantages in performance parameters compared to other high-performance drive units: its volume is reduced by 18%, weight by 25%, and efficiency is improved. Musk described this technological breakthrough as "extremely difficult to achieve."
5th place $Intel (INTC.US)$ Closed up 9.05%, with trading volume of $14.465 billion.
According to the latest industry reports, Intel is highly likely to introduce a new round of price adjustments for its consumer-grade processor product line in October this year, with prices for some popular products expected to rise by up to 10%. If this price adjustment is implemented, it will mark another consecutive round of price hikes by Intel this year, directly pushing hardware costs in both the complete PC market and the DIY assembly market to new highs.
Rank 6 $Advanced Micro Devices (AMD.US)$ Closed up 5.90%, with trading volume of $14.066 billion.
OpenAI released the GPT-6 Astra model last week, claiming it has reached state-of-the-art performance in computer operation, software engineering, cybersecurity, and scientific research. OpenAI President Greg Brockman also stated that Astra marks OpenAI's entry into the AGI era. Industry observers note that the model can autonomously create and run agents, which will significantly consume local CPU computing power, thereby further boosting CPU demand and benefiting CPU manufacturers.
Rank 7$SpaceX (SPCX.US)$Closed up 3.73%, with trading volume of $12.932 billion; total market capitalization returned to $2 trillion, and the share price hit a new high since July 7.
SpaceX's weighting in the Nasdaq Index is expected to increase. Due to lock-up period restrictions, SpaceX currently has a relatively low proportion of freely tradable shares, so its current$NASDAQ 100 Index (.NDX.US)$weighting in the index is only 1.25%, ranking 19th. Despite its market capitalization exceeding $2 trillion, it ranks sixth among the index constituents.
Following the next index rebalancing, SpaceX's weighting is expected to rise. The relevant adjustments will be announced after Friday's close and take effect on September 21. This is partly because over 1 billion shares have been unlocked, raising the proportion of SpaceX's freely tradable shares to total share capital from less than 10% shortly after its IPO to nearly 30%.
Rank 8$Meta Platforms (META.US)$Closed down 0.53%, with trading volume of $11.262 billion.
Meta Platforms has launched Muse, a new artificial intelligence agent designed to perform various tasks on behalf of users.
Muse can help automate tasks such as online shopping, purchasing movie tickets, scheduling appointments, and filling out forms, and will be released to users in the United States.
Meta aims to eventually offer Muse to the billions of users across its social media platforms, including Instagram, Facebook, and WhatsApp, with both free and paid versions available.
Ranked 9th $Apple (AAPL.US)$ Closed down 1.17%, with trading volume of $11.07 billion.
Apple's new CEO, Tim Cook, will unveil the foldable iPhone at Wednesday's launch event.
Ranked 11th$Microsoft (MSFT.US)$Closed down 1.15%, with trading volume of $9.216 billion.
Ranked 12th $Bloom Energy (BE.US)$ Closed up 9.63%, with trading volume of $7.581 billion.
On the news front, S&P$Dow Jones Industrial Average (.DJI.US)$announced recently that $Bloom Energy (BE.US)$、$Everpure (P.US)$, and Illumina will be included in$S&P 500 Index (.SPX.US)$, effective before the market open on September 21. This inclusion in the index is expected to attract global passiveindex funds,mandatory allocation funds, thereby enhancing stock liquidity and institutional attention. On July 24, Pelosi’s spouse purchased 10,000 shares of Bloom Energy stock, along with 100 call options with a strike price of $100 expiring on June 17, 2027; on July 28, an additional 5,000 shares and 100 call options with the same strike price and expiration date were purchased.
Rank 14$Amazon (AMZN.US)$Closed down 0.60%, with trading volume of $7.392 billion.
A Boeing$Boeing (BA.US)$767-300 freighter aircraft operated by Amazon suffered a serious accident on the 6th, veering off the runway at high speed during landing, resulting in five deaths and five injuries.
$Qualcomm (QCOM.US)$and Amazon will engage in multi-generation cooperation in the field of customized AI inference chips, while jointly developing optical interconnect solutions with speeds extending to 1.6T and higher specifications to meet the growing AI infrastructure demands of AWS.
15th place$Lumentum (LITE.US)$ Closed up 11.04%, with trading volume reaching $7.12 billion.
As AI data centers accelerate their transition from the "electrical interconnection" era to the "optical interconnection" era, optics giant Lumentum is pursuing a dual-track strategy: one focusing on high-speed, high-power solutions represented by indium phosphide (InP), and the other on mass-production supply chains based on gallium arsenide (GaAs) VCSELs. Matthew Sysak, Lumentum's Chief Technology Officer, recently outlined the company's strategic layout in these two technological directions at the "SEMICON Taiwan 2026" event.
Rank 16 $NEBIUS (NBIS.US)$ Closed up 7.73%, with trading volume reaching $6.494 billion.
$Palantir (PLTR.US)$and$NEBIUS (NBIS.US)$Entered into a strategic partnership to provide AI-native computing infrastructure and cloud platforms to Palantir's commercial customers.
17th $Oracle (ORCL.US)$ Up 2.36%, with trading volume reaching $6.128 billion.
$Oracle (ORCL.US)$ The company is set to release its first-quarter fiscal 2027 earnings report this week, capping off what has been the most turbulent 12 months in its 49-year history.
Ranked 19th$CoreWeave (CRWV.US)$Closed up 11.72%, with trading volume reaching $5.081 billion.
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Editor/Liam