Top 20 U.S. stocks by trading volume: Super Micro Computer closed up 19.84%, preliminary fourth quarter results exceeded expectations
[Top 20 U.S. stocks by trading volume: Advanced Micro Computer closed up 19.84% and preliminary fourth-quarter results exceeded expectations] Advanced Micro Computer closed up 19.84%. Advanced Micro Computer released preliminary results for the fourth fiscal quarter as of June 30. The company's GAAP and non-GAAP gross profit margins are expected to be between 15% and 17%, almost twice the previous guidance range of 8.2% to 8.4%. At the same time, the company's total new orders in the quarter exceeded US$60 billion, a record high.
Micron Technology, the No. 1 U.S. stock market by trading volume, closed down 1.17% on Wednesday, with a turnover of US$29.2 billion. Bank of America said that the HBM market size will reach US$246 billion in 2030, an increase of 7 times, driving the upgrade of the semiconductor industry, and Micron's target price has been raised to US$1,550. On July 22, U.S. investment bank Bank of America (BofA) released a forecast that the high-bandwidth memory (HBM) market will expand from the current approximately US$35 billion (approximately 52 trillion won) to US$246 billion (approximately 363 trillion won) in 2030, an overall increase of 7 times. Second-place NVIDIA closed up 2.30%, with a transaction volume of US$28.7 billion. NVIDIA announced on Wednesday that it is open-sourcing the first GPU-accelerated medical physics simulation framework. SanDisk, the third place, closed up 0.62%, with a transaction volume of US$16 billion. Wells Fargo raised its price target on SanDisk shares to $44 from $43 on Wednesday. No. 4 AMD closed up 1.45%, with a turnover of US$13.5 billion. AMD announced a strategic partnership with AI company Anthropic on Wednesday, with plans to invest up to $5 billion in the company in the future. As part of the deal, Anthropic will deploy 2 gigawatts of AMD Instinct MI450 series GPUs in its AMD Helios rack-scale solution, with the first gigawatt coming online in the first half of next year. AMD takes this opportunity to further expand the AI computing power market and has previously signed similar agreements with companies such as OpenAI. In order to cope with the infrastructure pressure caused by the surge in business, Anthropic has successively reached multiple computing power transactions with SpaceX, Amazon, Google Broadcom, etc. this year. The company's performance has soared due to the success of its AI coding assistant Claude Code. Its annual revenue has exceeded US$47 billion and its valuation has reached US$965 billion. It has secretly submitted an IPO prospectus and may go public as early as this year. No. 7 SpaceX closed down 6.70%, with a transaction volume of US$10.9 billion. SpaceX announced that it will release its second quarter 2026 financial report after the U.S. stock market closes on August 4, 2026 (Tuesday). This second-quarter financial report is not only the first official window for the market to get a complete glimpse of the company's true financial fundamentals since SpaceX's listing on Nasdaq, but the release of the financial report will also trigger the lifting of a large number of internally restricted stocks in financial history. According to the SpaceX phased sales restriction agreement, 20% of the shares held by the first batch of insiders and all employees who meet the conditions for lifting the ban (a total of up to 911.5 million shares) will be unlocked on the second trading day after the release of the second quarter financial report. No. 11 Intel closed down 2.68%, with a turnover of US$8.07 billion. On Monday local time, Intel issued a written statement to the newspaper revealing that it had notified employees of its data center division that it would initiate a new round of layoffs. Intel said that this restructuring will simplify operating processes and improve decision-making and execution efficiency. This adjustment will not change product delivery commitments and technology roadmaps. The company wrote: "We will treat all affected employees with respect and provide relevant support resources to assist employees in completing their career transition smoothly." The specific number of positions involved in this layoff has not yet been announced. This adjustment is part of Intel's ongoing organizational slimming down plan in recent years. In the past four years, Intel's global workforce has shrunk by nearly 40%, with tens of thousands of employees laid off. The company has tried to get back on the profitable track by cutting expenses. Intel will have nearly 132,000 employees in 2022. As of March 28 this year, the company's total number of employees was approximately 83,200, a significant reduction from 2022. No. 13 Meta Platforms closed down 2.58%, with a turnover of US$6.673 billion. Meta Platform's internal incubator for AI products and tools is developing a scheduling service to benchmark OpenRouter. This service can distribute some AI tasks to low-cost model running, thereby reducing the overall computing power overhead.
The incubator, called AAI Labs, is part of the Meta Applied AI engineering team. Meta officially established this department in March this year, allowing employees to apply for self-developed AI product and tool solutions, which will be put into use internally first, and will have the opportunity to be officially released to the outside world later. "The Information" consulted internal documents and learned that after the project proposal is approved, the company will form a small special team to complete the development and launch it on the market as appropriate. An internal memo from July showed that AAI Labs currently has about 200 approved projects, covering three major directions: consumer applications, developer tools, and internal enterprise infrastructure. No. 15 Super Micro Computer closed up 19.84%, with a transaction volume of US$5.002 billion. Super Micro Computer released preliminary results for the fourth fiscal quarter ending June 30. The company's GAAP and non-GAAP gross profit margin is expected to be between 15% and 17%, almost twice the previous guidance range of 8.2% to 8.4%. Management attributed the better-than-expected performance to favorable customer structure and product mix. At the same time, the company's total new orders in the quarter exceeded US$60 billion, a record high. No. 17 Palantir closed down 6.10%, with a turnover of US$4.793 billion.
The incubator, called AAI Labs, is part of the Meta Applied AI engineering team. Meta officially established this department in March this year, allowing employees to apply for self-developed AI product and tool solutions, which will be put into use internally first, and will have the opportunity to be officially released to the outside world later. "The Information" consulted internal documents and learned that after the project proposal is approved, the company will form a small special team to complete the development and launch it on the market as appropriate. An internal memo from July showed that AAI Labs currently has about 200 approved projects, covering three major directions: consumer applications, developer tools, and internal enterprise infrastructure. No. 15 Super Micro Computer closed up 19.84%, with a transaction volume of US$5.002 billion. Super Micro Computer released preliminary results for the fourth fiscal quarter ending June 30. The company's GAAP and non-GAAP gross profit margin is expected to be between 15% and 17%, almost twice the previous guidance range of 8.2% to 8.4%. Management attributed the better-than-expected performance to favorable customer structure and product mix. At the same time, the company's total new orders in the quarter exceeded US$60 billion, a record high. No. 17 Palantir closed down 6.10%, with a turnover of US$4.793 billion.