Top trading volume in U.S. stocks on Thursday $Micron Technology (MU.US)$ Closed down 4.90%, with trading volume of $25.27 billion.
Ranking 2nd, $Apple (AAPL.US)$ Closed up 3.56%, with trading volume of $22.576 billion.
At its Wednesday keynote event held at headquarters, Apple unveiled its most anticipated and ambitious new product: the iPhone Duo foldable smartphone. The launch also served as a comprehensive showcase of Apple’s AI capabilities.
Apple had previously faced criticism for its slow pace in deploying generative AI, while competitors such as Samsung had already integrated AI technology into their devices and applications. At the Duo launch, Apple responded forcefully by introducing a wide array of AI features for the iPhone and Apple Watch in one go.
In his opening remarks, CEO John Ternus placed AI at the center of the strategy. He defined the iPhone as the user’s intelligent personal hub: “It sits at the core of an entire ecosystem of intelligent features and experiences, seamlessly connecting all devices across every product you use daily.”
3rd place$NVIDIA (NVDA.US)$Closed down 2.26%, with trading volume of $22.249 billion.
The U.S. Department of Justice is investigating NVIDIA’s technology licensing and talent acquisition arrangements with artificial intelligence chip startup Groq, examining whether the transaction circumvented standard antitrust reviews by avoiding a direct acquisition. According to sources familiar with the matter, the DOJ has issued formal information requests to NVIDIA, but the investigation has not yet reached a conclusion, nor does it imply that regulators have determined the company violated any laws.
NVIDIA CEO Jensen Huang addressed external concerns regarding NVIDIA's involvement in financing arrangements for data center and artificial intelligence infrastructure projects at a Goldman Sachs conference. In response to questions about whether these investments constitute circular financing, Huang remarked, "I invest $1, and eventually $100 comes back. Is that circular?" He described the relevant transactions as a "very smart strategy" that helps NVIDIA establish distribution channels for its technology architecture. Huang stated that NVIDIA's financial support for data center projects and AI infrastructure is not merely a circulation of funds, but rather aimed at driving the adoption of its architecture in the market.
Ranking fourth,$SpaceX (SPCX.US)$Closed up 0.43%, with trading volume of $17.763 billion.
SpaceX plans to complete additional backup power and cooling systems before activating its data centers, conduct more comprehensive testing, and reduce reliance on temporary power and cooling equipment. Some existing facilities may also be redesigned.
This adjustment differs from the approach taken during xAI’s construction of the Colossus data center in Memphis. That project installed and activated 100,000 GPUs within 122 days. To compress the timeline, the construction team advanced cooling, power, and network engineering simultaneously; the data center began operations before some backup systems were completed and relied long-term on temporary power sources such as gas turbines.
SpaceX completed its acquisition of xAI in February this year, with the rocket manufacturing and operations team taking over data center operations by the end of June. Wesley Salandro, who has more than seven years of experience at SpaceX and previously oversaw production of the Falcon rocket and Dragon spacecraft, succeeded Dan Rowland in leading the relevant team.
5th place $SanDisk (SNDK.US)$ Closed down 4.06%, with trading volume of $14.742 billion.
Amid the global AI wave and the persistent shortage and price hikes in the memory market, Kioxia CEO Hiroaki Ota made a rare public statement on September 9, asserting that "memory prices have risen enough."
This stance makes Kioxia the first major memory manufacturer to actively curb the NAND price surge during the current upcycle in the storage industry.
Rank 6$Meta Platforms (META.US)$Closed down 1.42%, with trading volume of $13.265 billion.
7th place $Tesla (TSLA.US)$ Closed down 1.16%, with trading volume of $10.796 billion.
Following Tesla's price cuts, which quickly became a trending topic, multiple stores saw a surge in orders. "As soon as the policy was announced yesterday morning (September 7), order notifications have been non-stop," said a sales consultant at a Tesla experience center on September 8. The Model Y Long Range version was the most sought-after model; by the afternoon of September 7, his store had secured more than 20 orders. On September 7, Tesla China announced that customers who place an order and take delivery between now and September 30 (inclusive) will receive a cash incentive of RMB 5,000 for all in-stock Model 3 vehicles and RMB 10,000 for all in-stock Model Y vehicles. This is not an isolated incident; according to incomplete statistics, more than ten automakers have concentrated the release of purchase incentives in September, covering new-energy vehicle startups, domestic brands, joint ventures, and luxury brands.
No. 8 $Intel (INTC.US)$ Closed down 5.57%, with trading volume of $9.71 billion.
Ranked 9th $Oracle (ORCL.US)$ Closed down 5.38%, with trading volume of $8.28 billion.
Oracle's adjusted revenue for the first fiscal quarter was $19.35 billion, against market estimates of $19.13 billion; software revenue for the first fiscal quarter was $5.55 billion, compared with market expectations of $5.67 billion; cloud infrastructure (IaaS) revenue for the first fiscal quarter was $7.39 billion, against market estimates of $7.19 billion. Adjusted earnings per share for the fiscal year are projected at $8.10. Total revenue for the second fiscal quarter is expected to grow by 30% to 34%.
Rank 10 $Advanced Micro Devices (AMD.US)$ Closed down 3.36%, with trading volume of $8.064 billion.
According to documents disclosed by the U.S. Securities and Exchange Commission (SEC) on September 10 Eastern Time,$Advanced Micro Devices (AMD.US)$Director Lisa Su plans to sell 70,000 shares of common stock on September 10, with a total market value of approximately $36.48 million.
In addition, since June 15, 2026, Lisa Su has reduced her holdings in the company by a total of 45,000 shares, valued at approximately $23.67 million.
Rank 11 $Broadcom (AVGO.US)$ Closed down 0.97%, with trading volume of $7.962 billion.
Broadcom stated that as of August 2, the remaining performance obligations under contracts in its Semiconductor Solutions and Infrastructure Software segment amounted to approximately $179.2 billion, with about 25% of this amount expected to be recognized as revenue over the next 12 months.
Ranked 12th $Microsoft (MSFT.US)$ Closed up 0.16%, with trading volume of $7.854 billion.
Microsoft plans to significantly expand its data center footprint, aiming for global data center capacity to exceed 38 gigawatts (GW) by 2032, more than triple the current level of approximately 12 GW. The initiative is designed to alleviate computing power shortages driven by the rapid growth of AI and cloud businesses in recent years; Microsoft had previously been forced to decline certain AI and cloud service requests due to insufficient capacity. According to insiders, the roadmap includes both self-built and leased data centers but excludes computing resources rented from "new-type cloud service providers" such as CoreWeave. The plan remains subject to adjustment based on customer demand and technological changes. Microsoft's capital expenditure reached $145 billion in the latest fiscal year, and analysts expect spending to continue growing in the coming years. Reports indicate that Microsoft's previous suspension of certain data center construction projects constrained computing supply, prompting some customers to turn to competitors. Documents show that Microsoft had restricted new cloud service subscriptions in key regions of the United States and Europe. Microsoft stated that it is accelerating data center construction.
Rank 16 $SK hynix (SKHY.US)$ Closed down 5.2%, with trading volume of $4.126 billion.
JPMorgan believes that SK Hynix ADRs trade at a significant valuation discount compared to Micron. This discount is expected to narrow as ADRs enhance global investor access, liquidity, and information disclosure. Meanwhile, the upcycle in AI memory demand may extend beyond 2028. Leading position in HBM, capacity secured through long-term agreements, and improved shareholder returns are expected to jointly drive earnings growth and valuation re-rating.
17th $Lumentum (LITE.US)$ Closed down 5.39%, with trading volume of $3.761 billion.
Minutes from Citi’s Global TMT conference indicate that Lumentum (LITE.US)—a core participant in Google’s TPU AI computing ecosystem and an indispensable supplier of optical/optical module components for NVIDIA and AMD’s AI GPU ecosystems—has issued its latest assessment. Management judges that AI infrastructure remains in the early stages of development, with computational expansion and the physical limitations of copper interconnects jointly driving the shift toward optical technologies for high-speed interconnect networks within large-scale AI data centers. Revenue and earnings per share are projected to maintain a strong growth trajectory in fiscal years 2027 and 2028.
Rank 19 $Taiwan Semiconductor (TSM.US)$ Closed down 1.68%, with trading volume of $3.576 billion.
From January to August 2026, Taiwan Semiconductor's consolidated revenue totaled approximately NT$3.38687 trillion, representing a 39.3% increase from the same period in 2025, which stood at around NT$2.432 trillion. In absolute terms, revenue for the first eight months rose by more than NT$950 billion year-on-year, marking a substantial increase. Recently, Taiwan Semiconductor stated that despite constructing new fabs at an unprecedented pace, capacity expansion continues to lag behind demand.
Ranked 20th $Palantir (PLTR.US)$ Closed down 2.16%, with trading volume of $3.513 billion.
Palantir and NVIDIA have announced a partnership to introduce Sovereign AI into critical supply chains, with initial implementation focused on NVIDIA’s own business operations.
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Editor/Liam