U.S. Stock Market Midday Update
Semilux, down 10.23%, with increased trading volume, no significant news recently. Trading is active, and capital flows are evident. Considering sector and industry trends, the stock shows significant volatility, and specific reasons need further observation.
Top Stocks by Industry Trading Volume
Nvidia down 0.89%, with increased trading volume. Based on recent key news:
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On December 5, Nvidia reported third-quarter earnings that exceeded expectations, but the stock price performed poorly, with market concerns about the AI bubble and competition from Google's TPU. China Galaxy Securities pointed out that the AI sector is volatile, trading volume is shrinking, and there is a lack of catalysts, making some individual stocks' short-term thematic trading opportunities unsustainable.
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On December 5, Nvidia CEO Jensen Huang stated that the company will continue its stock buyback, and a strong balance sheet reassures customers and suppliers that future orders will be fulfilled. This move has boosted market confidence in Nvidia.
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On December 3, Nvidia's stock price rose, with partnership announcements enhancing market confidence. Facing competitive AI hardware from Google, the stock price increased for two consecutive days, with a cumulative rise of 2.5%. The AI sector is volatile, and there are market concerns about Google's TPU.
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AMD up 1.31%, with a trading volume of $5.397 billion. Based on recent key news:
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On December 5, AMD received permission to export some MI308 chips to China, subject to a 15% tax. This move may violate U.S. constitutional prohibitions against taxing exported goods, drawing market attention.
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On December 4, AMD reached a significant deal with OpenAI to deploy 6GW of AMD Instinct GPUs, promoting the development of AI data centers and enhancing market confidence.
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On December 3, analyst Buchalter gave AMD a buy rating with a target price of $290, expecting a 33% return over the next year, raising investor expectations. With growing AI demand and increasing industry competition, attention is needed.
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Broadcom up 2.01%. Based on recent key news:
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On December 5, Broadcom's AI revenue expectations surged. Goldman Sachs expects Broadcom's AI revenue to reach $45.4 billion in fiscal year 2026, a 128% year-over-year increase, driving the stock price up. Goldman Sachs also raised Broadcom's target price from $380 to $435.
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On December 4, Broadcom's collaborations in the AI chip sector further expanded. Partnerships with Google and OpenAI have positioned Broadcom significantly in the AI market, boosting positive stock performance.
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On December 3, Broadcom's non-AI semiconductor business remained stable. Citigroup noted that the recovery of Broadcom's non-AI business helps offset the gross margin dilution effect from its AI business, enhancing market confidence. Strong AI demand and optimistic industry growth expectations
Stocks Ranked Among the Top by Market Capitalization
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TSMC rose by 0.84%. Based on recent news:
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On December 4th, TSMC's influence in the Taiwanese stock market was emphasized, with Chairman Xie Jinhe pointing out that the Taiwan stock market may rise to 30,000 points next year, and TSMC's EPS expectation has been raised to NT$76, with the stock price potentially challenging NT$1,800 to NT$2,000, driving the Taiwan stock market up. Source: Juheng.com
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On December 5th, the Taiwan stock market rose by 185 points, driven by electronic stocks, with TSMC and MediaTek each rising by about 1%, indicating market confidence in technology stocks. Source: Juheng.com
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On December 5th, the Taiwan Futures Exchange announced the launch of weekly options for individual stocks such as TSMC, providing traders with tools to manage individual stock risks and enhancing market vitality. Source: Juheng.com AI demand is strong, and the earnings momentum of the Taiwan stock market is expected to strengthen
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SELX

Semilux fell 10.23%; NVIDIA fell 0.89%, with a transaction volume of USD 16.7 billion; AMD rose 1.31%, with a transaction volume of USD 5.397 billion; Broadcom rose 2.01%, with a transaction volume of USD 4.302 billion; TSMC rose 0.84%, with a market capitalization of USD 1.53 trillion

U.S. Stock Market Midday Update: Semilux plummets 10.23%, trading volume surges, market volatility draws attention