Top 20 U.S. stock trading volumes on July 10: Micron announces over $250 billion domestic investment plan

On Thursday, Micron Technology, the top stock in U.S. trading volume, rose 4.52%, with a transaction volume of $40.84 billion. The company announced plans to invest over $250 billion in the U.S. by 2035. This latest plan significantly increases from the $200 billion announced by the company last June.

According to Micron Technology, the purpose of this additional investment includes achieving a long-term goal of producing 40% of its DRAM (Dynamic Random Access Memory) output domestically in the U.S.

The $250 billion investment will be used for several factory construction plans, such as building a second cutting-edge memory chip manufacturing plant in Boise, Idaho, and expanding a manufacturing facility in Manassas, Virginia. Additionally, hundreds of billions of dollars will be allocated for technology research and development.

Included in this investment plan, Micron Technology also announced plans to invest up to $3 billion in strengthening the U.S. semiconductor supply chain ecosystem, creating the critical semiconductor manufacturing capabilities necessary for future technological innovation, and meeting the growing demand for advanced storage driven by AI and other data-intensive applications.

Of the $3 billion, $500 million is strategic financing support for GlobalWafers, which will be used to advance the development and capacity construction of a 300mm raw silicon wafer manufacturing plant at GlobalWafers' U.S. subsidiary in Sherman, Texas. The two companies also signed a 10-year supply agreement to ensure that Micron Technology has sufficient raw silicon wafer capacity.

Additionally, according to Micron Technology, the company plans to collaborate with GlobalWafers on next-generation wafer technology and process innovations.

NVIDIA, ranked second, fell 0.66%, with a transaction volume of $26.485 billion. NVIDIA recently released the open-source large model Nemotron 3 Ultra, which has attracted market attention due to its high performance and extremely low inference costs. This model achieved the highest accuracy in the open-source model category in the LangChain deep agent benchmark test, while its inference cost is only one-tenth of that of leading closed-source models in the industry.

Nemotron 3 Ultra has a total parameter count of 550 billion, activating 55 billion parameters per token, using a mixed expert architecture that integrates Mamba-2, MoE, and attention layers, and introduces multi-token prediction technology to enhance inference speed. The model supports a context window of up to 1 million tokens, optimized for scenarios such as complex agent workflows, long context analysis, and multilingual reasoning.

SanDisk, ranked third, rose 7.59%, with a transaction volume of $24.499 billion. On Thursday, U.S. stocks in the storage sector generally rose.

Meta Platforms, ranked fourth, rose 4.70%, with a transaction volume of $15.503 billion. The company's CEO, Mark Zuckerberg, stated that Meta needs as many computing resources as possible. However, in the face of a shortage of computing power required for AI development and operation, he is also considering whether renting out some AI infrastructure to external clients could create more value Mark Zuckerberg stated, "Currently, the market's bidding for computing power is very high. In some cases, it may be more cost-effective to rent it out rather than keep it for internal use, or consider similar transactions."

Earlier this month, media reports indicated that Meta is planning to launch a cloud computing business, hoping to directly generate revenue by leveraging the company's data centers and other computing power partners. Zuckerberg mentioned that the opportunity to develop cloud services "always exists, and we can do it anytime we want."

Tesla, ranked 6th, rose 3.17%, with a trading volume of $14.68 billion. According to several Tesla supply chain insiders, Tesla has recently issued specific procurement guidelines for the Optimus robot parts, requiring suppliers to ramp up production capacity to 1,000 units per week by September this year, and then increase it to 2,000-2,500 units per week by the end of the year.

Two individuals close to the suppliers said that Tesla typically places orders about two months in advance, and they have already seen specific orders for hundreds of units in August.

Based on this estimate, Tesla's suppliers will be capable of supplying 100,000 Optimus components to Tesla annually by the end of the year.

The report also mentioned that before placing orders with the supply chain, Musk approved the latest version of Optimus at an executive meeting at the end of June, which means that Optimus Gen 3 will finally move out of the laboratory and into mass production after more than three years of research and development.

AMD, ranked 7th, rose 5.67%, with a trading volume of $14.656 billion. AMD confirmed the release of the Zen6 processor on July 22.

Broadcom, ranked 10th, rose 3.20%, with a trading volume of $11.005 billion. Apple announced a new multi-year partnership agreement with chip manufacturer Broadcom, expected to be worth over $30 billion, which will drive the production of over 15 billion chips in the United States. This is the largest commitment since the launch of Apple's "Made in America" initiative.

According to the agreement, Broadcom will undertake a $1.5 billion capital upgrade and modernization expansion at its facility in Fort Collins, Colorado, to produce advanced radio frequency components (including FBAR filters) and wireless connectivity technologies, providing cellular, Wi-Fi, and Bluetooth connectivity support for various Apple products.

This collaboration is a significant part of Apple's previously announced four-year $60 billion investment plan in the U.S. economy, aimed at boosting domestic manufacturing, creating jobs, and advancing technology development. Broadcom disclosed in a filing with the U.S. Securities and Exchange Commission on Monday that the two parties have signed a new long-term technology cooperation agreement, extending the collaboration until 2031, covering the development and supply of custom ASIC silicon products for multiple generations of Apple products.

Applied Materials, ranked 13th, rose 3.18%, with a trading volume of $8.44 billion. Applied Materials CEO Gary Dickerson stated that chip manufacturers have now extended their equipment demand forecasts to two years or even longer, with some customers' planning horizons extending to 2030 He believes that this forward planning provides sufficient confidence for equipment manufacturers such as Applied Materials, allowing them to expand production capacity in an orderly manner without frequently adjusting their pace due to the uncertainties of the semiconductor cycle as in the past.

Ranked 17th, Marvell Technology rose 4.99%, with a transaction volume of $5.156 billion. Marvell recently raised its growth forecast for the interconnect business for fiscal year 2027, planning to sample 1.6T optical modules in 2026, with significant industry capital expenditure growth expected.

The company previously raised its growth forecast for this business in fiscal year 2027 to over 70%, and it remains to be seen whether it will meet this target. The company plans to start sampling within 2026, and feedback from the samples and subsequent orders will be important catalysts.

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