On Wednesday, the top US stock by trading volume was Micron Technology (NASDAQ: MU), which closed up 4.06% with $32.599 billion in turnover.
According to a report by Taiwan Economic Daily on October 7, Taiwan-based memory manufacturer Nanya Technology has recently notified customers that it will once again raise DRAM contract prices, with increases of up to 20%. The Chairman and CEO of Micron Technology recently stated on an earnings call that structural supply-demand growth rate gaps have led to persistent supply tightness. Even considering the industry's planned新增 DRAM cleanroom space, under strong demand trends, there is no visible inflection point for when supply and demand will rebalance. Industry HBM demand growth will continue to outpace traditional DRAM until 2028. Most of Micron Technology's HBM supply for 2027 has already been contracted. Memory chip stocks rebounded after a sharp decline in the previous trading session, with Micron Technology rising 4.06% and Super Micro Computer gaining 3.41%. On the same day, Micron Technology received a price target upgrade from D.A. Davidson, raised from $2,100 to $3,000, with analyst Gil Luria citing the reason that the memory supply shortage will persist through 2027 and 2028.
The third spot went to NVIDIA (NASDAQ: NVDA), which closed down 0.74% with $19.349 billion in turnover. The RTX Spark powered by NVIDIA chips officially opened for pre-orders today, alongside the debut of NVIDIA's first desktop AI supercomputer designed for Windows enterprise desktops — the NVIDIA DGX Station for Windows preview edition. At Microsoft's event held in San Francisco on Wednesday, NVIDIA CEO Jensen Huang and Microsoft CEO Satya Nadella jointly announced a deep collaboration plan: through software-hardware co-engineering optimization, AI agents will natively run on the Windows PC platform. Huang stated on site that NVIDIA's founding itself relied on the Windows ecosystem, and now the era of AI agents has officially landed on the Windows platform.
The fifth spot went to SanDisk (NASDAQ: SNDK), which closed up 1.92% with $15.45 billion in turnover.
The sixth spot went to SpaceX, which closed down 2.51% with $12.957 billion in turnover. According to a person familiar with the matter, Apollo Capital Management and several banks are in discussions with SpaceX to help facilitate the company's purchase of $40 billion worth of NVIDIA graphics processors. Investor concerns over the company's large-scale debt issuance are heating up. On Wednesday, SpaceX's credit risk indicator rose to its highest level since trading began, and its bonds also weakened notably in the secondary market.
The seventh spot went to AMD (NASDAQ: AMD), which closed down 0.55% with $11.901 billion in turnover. AMD CEO Lisa Su, speaking in Seoul, stated that Samsung and SK Hynix are crucial to the long-term supply chain, and said that according to company information, AMD will invest tens of billions of dollars in the global supply chain.
The eighth spot went to Apple (NASDAQ: AAPL), which closed up 0.91% with $11.468 billion in turnover. Apple will collaborate with LG Electronics to develop smart home accessories, including smart doorbells, smart door locks, thermostats, indoor and outdoor security cameras, and floodlight security cameras. According to reports, the accessories co-developed by the two parties will be sold under the LG brand, with LG responsible for production and product support.
The tenth spot went to Tesla (NASDAQ: TSLA), which closed down 0.75% with $9.621 billion in turnover.
The eleventh spot went to Meta (NASDAQ: META), which closed down 2.38% with $9.55 billion in turnover. The Florida Attorney General stated that a request has been made for a temporary injunction against Meta. The Florida court has been asked to order Meta to shut down features that addict teenagers and to refrain from disturbing children in Florida during school hours or sleep hours.
The twelfth spot went to Intel (NASDAQ: INTC), which closed up 0.55% with $9.352 billion in turnover. Elon Musk clarified regarding the Texas Terafab chip complex project: the factory will be constructed and operated by Tesla and SpaceX, and TSMC can at most rent part of the production capacity and will not take over factory operations. On the same day, Intel CEO Lip-Bu Tan stated that Intel will continue to remain in the Terafab cooperation camp and will not withdraw.
The thirteenth spot went to Amazon (NASDAQ: AMZN), which closed up 1.42% with $9.326 billion in turnover.
The fourteenth spot went to Microsoft (NASDAQ: MSFT), which closed up 0.09% with $8.871 billion in turnover. Microsoft held a Surface new product launch event, showcasing the future direction of Autopilot on site. According to its vision, this agent will enable Windows AI to further achieve autonomous task execution.
The sixteenth spot went to Alphabet A (NASDAQ: GOOGL), which closed up 0.81% with $7.251 billion in turnover. Google and Unity announced a partnership, with the two parties planning to launch an AI gaming platform called Unity Spark later this year. The two sides reached a cooperation on a new AI gaming platform for next-generation interactive entertainment. (Screenshot from Sina Finance APP — Quotes — US Stocks — Stock Market section, swipe left for more data) Download the Sina Finance APP
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