U.S. Stock Market Midday Update: Plummeting 11.7% Without Major News, Datavault AI's Surge in Trading Volume Attracts Market Attention

U.S. Stock Market Midday Update Datavault AI fell 11.70%, 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 rose 3.55%. Based on recent key news: On December 18, Nvidia board member Harvey Jones sold company stock worth over $44 million. This raised market concerns about internal confidence, leading to stock price fluctuations. Source: Zhitong Finance On December 19, Morgan Stanley analyst Joseph Moore pointed out that Micron's earnings guidance reflects potentially the "best" revenue upside in the history of the U.S. semiconductor industry, indirectly affecting Nvidia's market performance. Source: Zhitong Finance On December 20, the U.S. Federal Trade Commission approved Nvidia's deal with Intel, alleviating market concerns about antitrust investigations and driving the stock price up. Source: Jinshi Data AI chip demand is strong, increasing valuation attractiveness. Broadcom rose 1.88%. Based on recent news: On December 17, JP Morgan analysts expressed optimism about the semiconductor market in 2026, particularly favoring Broadcom, expecting significant growth in data center capital expenditures, which would drive stock prices up. Source: JP Morgan analyst report On December 18, JP Morgan's strategy chief warned of "overcrowding" in stocks like Broadcom, suggesting that if investor sentiment weakens, stock prices could sharply correct. Source: JP Morgan strategy report On December 18, UBS raised its forecast for Broadcom's AI semiconductor revenue for fiscal year 2026, believing that the market's reaction to stock price corrections was excessive, and continued to give a "buy" rating. Source: UBS analyst report Strong demand in the semiconductor industry, focusing on AI development. Micron Technology rose 7.21%. Based on recent key news: On December 18, Micron Technology announced its first fiscal quarter results, with revenue and adjusted earnings per share exceeding market expectations. The company expects second fiscal quarter revenue to reach approximately $18.7 billion, far exceeding the market expectation of $14.2 billion. This positive news drove Micron Technology's stock price up 5% in after-hours trading. On December 19, Micron Technology continued to rise over 2% in pre-market trading, reporting $253.8. In terms of news, Micron's first-quarter performance was strong, with revenue increasing by 56.7% year-on-year to $13.64 billion, and operating profit soaring by 168.1% year-on-year to $6.419 billion. Several major banks have raised their target prices for Micron, with Morgan Stanley increasing its target price to $350. On December 18, Micron Technology announced it would raise its capital expenditure expectations for fiscal year 2026 to $20 billion, up from the previous expectation of $18 billion. This move demonstrates the company's confidence in future growth, further driving the stock price up. The boom in artificial intelligence infrastructure construction is driving demand growth Stocks Ranked Among the Top by Market Capitalization TSMC rose by 2.01%. Based on recent key news: On December 18, Morgan Stanley raised TSMC's target stock price, believing its revenue and profit margins have growth potential, increasing the target price from NT$1,688 to NT$1,888. This move boosted market confidence in TSMC, driving the stock price up. Source: Morgan Stanley On December 18, TSMC announced plans to install 3nm process equipment at its second wafer fab in Arizona, USA, in the summer of 2026, marking an important step in its overseas expansion. This news reflects TSMC's strategic expansion in the global supply chain, enhancing market expectations. Source: Nikkei News On December 17, after TSMC's stock price fell for three consecutive days, there was a significant after-hours trading with transaction prices above the closing price, indicating market expectations for a rebound. This phenomenon became a hot topic of discussion in the market, attracting investor attention. Source: Zhitong Finance The semiconductor industry is facing intensified competition, and policy changes need to be monitored