--- title: "U.S. stock market midday update: Rubrik up 10.07% on increased volume, no major positive drivers, intensified capital speculation" type: "News" locale: "en" url: "https://longbridge.com/en/news/295434305.md" description: "Rubrik rose 10.07%; Microsoft rose 1.61%, with a transaction volume of USD 8.539 billion; Oracle rose 3.03%, with a transaction volume of USD 2.102 billion; Nebius fell 0.61%, with a transaction volume of USD 1.949 billion; Paito Network rose 5.31%, with a market value of USD 312.4 billion" datetime: "2026-08-10T17:23:31.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/295434305.md) - [en](https://longbridge.com/en/news/295434305.md) - [zh-HK](https://longbridge.com/zh-HK/news/295434305.md) generator: "portal-rs" --- # U.S. stock market midday update: Rubrik up 10.07% on increased volume, no major positive drivers, intensified capital speculation **U.S. Stock Market Midday Update** Rubrik, up 10.07%, 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** Microsoft is up 1.61%. Based on recent news, 1. On August 10, Morgan Stanley released a report indicating that global cloud capital expenditures have not slowed down, with an expected year-on-year increase of 29% by 2027. The demand for Microsoft Azure exceeds available capacity, driving the stock price up. 2. On August 10, Microsoft plans to release its next-generation self-developed AI chip Maia 300 this fall and is negotiating capacity contracts with TSMC, aiming to deliver over 300,000 chips by 2027, boosting market confidence. 3. On August 10, JP Morgan strategists raised their target for the S&P 500 index, citing strong corporate earnings and the realization of AI investment returns, with accelerated growth in Microsoft's cloud business and increased order backlog alleviating concerns about capital return rates. The technology sector is performing steadily overall, with AI investment returns becoming evident. Oracle is up 3.03%. Based on recent key news: 1. On August 10, Caixin reported that Wall Street analysts expressed concerns about the AI investment prospects of the seven tech giants, particularly noting the rise in Oracle's credit default swaps (CDS), indicating that the credit market is becoming increasingly cautious about its AI infrastructure deals. This has affected investor confidence in Oracle. 2. On August 9, U.S. tech media The Information reported that NVIDIA agreed to invest $2 billion in power infrastructure developer Lancium, with a commitment to invest an additional $1 billion once Lancium secures more planned power resources. Lancium is responsible for developing power infrastructure projects serving Oracle's AI campus, and this investment helps Oracle's AI infrastructure plans, boosting market confidence in Oracle. 3. On August 8, JP Morgan projected that the bond issuance scale for tech-related companies will exceed $500 billion this year, citing that increased spending by large tech companies is leading the AI investment cycle. Oracle is considered one of the major investment-grade data center financing opportunities, further enhancing market confidence in Oracle. Capital expenditures in the tech industry are increasing, while the credit market remains cautious. Nebius is down 0.61%, with increased trading volume. Based on recent key news: 1. On August 10, SpaceX is significantly expanding its AI data centers, putting pressure on Nebius for high-end GPU resources. SpaceX plans to fully adopt NVIDIA chips, which may prioritize GPU capacity allocation to SpaceX, affecting Nebius's competitive advantage. 2. On August 10, analysts expect Nebius's second-quarter earnings per share loss to increase, with revenue expected to surge 442% to $570 million. Analysts are cautious about its financial performance, impacting market confidence On August 9th, Nebius became a short target for well-known investor Michael Burry, as its data center expansion plan faced community opposition, increasing market uncertainty. The competition in the AI industry is intensifying, and resource allocation has become a key risk. **Stocks ranked among the top in industry market capitalization** Palo Alto Networks rose 5.31%. Based on recent key news: 1. On August 10th, Goldman Sachs expressed optimism about Palo Alto Networks' future performance, believing that there is upside potential in its firewall and Chronosphere businesses, and that the CEO's thought leadership on the X platform has significantly strengthened before the end of the fiscal year. These factors drove the stock price up. 2. On August 10th, Palo Alto Networks is expected to report quarterly revenue of approximately $3.35 billion on September 1st, a year-on-year increase of 32%, as well as next-generation security annual recurring revenue approaching $8.9 billion. The market is optimistic about these expectations, further driving the stock price up. 3. On August 11th, China expressed dissatisfaction with Palo Alto Networks; nevertheless, the market remains positive about its strong performance in AI security business, and the stock price continued to rise. 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