--- title: "U.S. stock market midday update: Semilux rises 30.76% with trading volume surging, market sentiment is high but volatility raises concerns" type: "News" locale: "en" url: "https://longbridge.com/en/news/281539566.md" description: "Semilux rose 30.76%; NVIDIA fell 0.70%, with a trading volume of USD 6.227 billion; Micron Technology fell 2.37%, with a trading volume of USD 5.469 billion; Intel rose 4.54%, with a trading volume of USD 1.659 billion; TSMC fell 1.20%, with a market capitalization of USD 1.75 trillion" datetime: "2026-04-02T14:13:13.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/281539566.md) - [en](https://longbridge.com/en/news/281539566.md) - [zh-HK](https://longbridge.com/zh-HK/news/281539566.md) --- # U.S. stock market midday update: Semilux rises 30.76% with trading volume surging, market sentiment is high but volatility raises concerns **U.S. Stock Market Midday Update** Semilux, up 30.76%, with increased trading volume and no significant news recently. The trading is active, and the capital flow is evident. Considering the sector and industry trends, the stock shows significant volatility, and the specific reasons need further observation. **Stocks with High Trading Volume in the Industry** Nvidia down 0.70%, with active trading. Based on recent key news: 1. On March 31, Nvidia announced a $2 billion investment in Mellanox Technologies, with both parties collaborating in the field of silicon photonics technology. This partnership aims to help customers scale dedicated AI computing power through Nvidia's AI infrastructure ecosystem. This news boosted market confidence, and Nvidia's stock price rose 1.5%. Source: Jinshi Data 2. On March 31, analysts pointed out that changes in the design of Nvidia's next-generation Vera Rubin GPU architecture raised concerns in the semiconductor industry, leading to a significant drop in memory stocks. Source: Zhitong Finance 3. On March 31, global stock markets plummeted due to concerns over the Middle East war, causing Nvidia's expected price-to-earnings ratio to drop to its lowest level since the AI boom triggered by ChatGPT. Source: Zhitong Finance. The surge in AI demand has accelerated Nvidia's investment layout. Micron Technology down 2.37%. Based on recent news: 1. On March 31, Citigroup lowered Micron Technology's target price from $510 to $425 due to softening spot prices for DDR5 DRAM. This led to a 1.5% drop in Micron's stock price in pre-market trading. 2. On March 31, Google's release of TurboQuant technology raised market concerns about declining memory demand, causing Micron Technology's stock price to plummet nearly 10%. 3. On March 31, tensions in the Middle East and soaring oil prices raised market concerns, leading to a general decline in tech stocks, with Micron Technology's stock price suffering a heavy blow. Tech stocks have recently performed poorly, and market sentiment is cautious. Intel up 4.54%. Based on recent news: 1. On April 1, Intel announced a $14.2 billion buyback of a 49% stake in its Ireland Fab 34 wafer plant. This move reflects the company's improved financial condition and confidence in future development, pushing the stock price up about 10%. 2. On April 1, Intel's Chief Financial Officer stated that the company has a stronger balance sheet and stricter financial discipline, and this buyback reflects the company's confidence in future development, further boosting market sentiment. 3. On April 1, Intel announced that this transaction would be financed through available cash and the issuance of approximately $6.5 billion in new debt, demonstrating the company's confidence in the growing demand for CPUs in the AI era, driving the stock price up. The market's demand for AI and manufacturing is growing, and investors need to pay attention to geopolitical risks. **Stocks with High Market Capitalization in the Industry** TSMC down 1.20%, with increased trading volume. Based on recent key news: 1. On April 2, TSMC had a huge after-hours trading premium of 8.2%, driven by market optimism regarding the US-Iran conflict, which caused stock price fluctuations. TSMC futures fell below NT$1,800 in night trading, and ADRs dropped over 4% in pre-market. Source: Zhitong Finance 2. On March 31, as the US-Iran conflict continued, TSMC ADR fell by 3.13%, semiconductor stocks corrected, and market concerns about the situation in the Middle East intensified. Source: Jinshi Data 3. On April 1, JP Morgan raised TSMC's target price, expecting strong growth in gross margin and revenue, with AI demand driving performance improvement. Source: JP Morgan report indicates that the semiconductor industry is significantly affected by geopolitical factors ### Related Stocks - [SELX.US](https://longbridge.com/en/quote/SELX.US.md)