U.S. Stock Market Midday Update
Datavault AI fell 11.20%. Based on recent key news:
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On December 22, Datavault AI announced the acquisition of two U.S. patents, enhancing its intellectual property portfolio in the blockchain content management and monetization field. This news initially boosted the stock price, but it later fell back due to market concerns about its future profitability. Source: Jinse Finance
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On December 22, analysts rated Datavault AI as &#34;Moderate Buy,&#34; but it was not included in the recommended list, indicating a cautious market attitude towards its future performance. Source: MarketBeat
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On December 22, the market showed insufficient institutional support for Datavault AI, increasing investment risks and leading to stock price volatility. Source: Invezz Blockchain technology is widely applied, and market attention is high.
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Stocks with High Trading Volume in the Industry
NVIDIA rose 2.68%. Based on recent news:
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On December 22, NVIDIA plans to deliver the H200 series GPUs to the Chinese market in mid-February next year, with an expected shipment of 5,000 to 10,000 chip modules, equivalent to about 40,000 to 80,000 H200 chips. This news boosted market confidence and drove the stock price up.
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On December 22, the rebound in tech stocks boosted the U.S. market, with the S&amp;P 500 index rising 0.6% and NVIDIA increasing by 1.3%. Investors are actively positioning for the year-end market, further driving up stock prices.
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On December 22, analysts noted that valuation indicators in the U.S. stock market issued warnings, but leading AI companies like NVIDIA continue to support the index, with the market holding an optimistic view of their future performance. The rebound in tech stocks has enhanced market confidence.
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Broadcom rose 2.32%, with active trading. Based on recent key news:
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On December 22, Broadcom CEO Hock Tan sold 130,000 shares, cashing out approximately $42.38 million. This move attracted market attention, although analysts believe such sales are usually for personal financial or tax planning reasons, concentrated sell-offs may still affect investor confidence.
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On December 23, Citigroup continued to be optimistic about Broadcom's performance in the AI ecosystem, expecting its AI chip sales to double and seeing upside potential due to the popularity of tensor processing units. This expectation drove the stock price up.
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On December 21, market confidence in AI investments fluctuated, leading to a pullback in momentum stocks like Broadcom. Nomura strategists pointed out that year-end pullbacks are a healthy phenomenon, and investors are becoming more stringent in their assessments of AI. Demand for AI chips remains strong, and market volatility has intensified.
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Micron Technology rose 0.10%. Based on recent key news:
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On December 23, Micron Technology reported earnings that exceeded market expectations, driving the stock price up. Micron plans to accelerate its layout of high-margin HBM products and is evaluating outsourcing some non-core product capacity, with Powerchip Semiconductor Manufacturing Corporation seen as a potential beneficiary. This move sparked market expectations for the memory industry to return to a &#34;super cycle,&#34; leading to a rise in stock prices
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On December 22, the U.S. November CPI fell to 2.7%, establishing a rate cut cycle, which, combined with Trump's new policies, creates a favorable funding environment for long-term bullishness in the stock market. Micron's earnings report was impressive, with the stock price soaring 17%, injecting a strong boost into tech stocks.
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On December 22, Citigroup believes that the AI supercycle will continue until 2026 and remains optimistic about Micron Technology. Citigroup expects that the quarterly DRAM price increases in 2026 will drive consensus expectations higher, leading to a rise in stock prices. AI demand is driving growth in the memory market size.
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Stocks ranked at the top of the industry by market capitalization
TSMC rose 1.37%. Based on recent news,
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On December 23, TSMC achieved mass production on the 3nm process, and the 2nm process is also progressing on schedule, demonstrating its leading position in advanced processes. With AI chip demand projected to grow at a compound annual growth rate of 40%, TSMC possesses pricing power and scale advantages, making it reasonable to raise initial process quotes in the future, driving stock prices up.
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On December 22, TSMC is expected to achieve mass production of silicon photonics next year, driving demand for AI optical communications and further boosting market confidence in tech stocks. Under TSMC's leadership, AI-related stocks performed strongly in the Taiwan stock market, with increased trading volume, reflecting the market's optimistic attitude towards their future prospects.
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On December 21, TSMC ranked first in the semiconductor foundry market, with a market share of 39%. This achievement further solidifies its leadership position in the global semiconductor industry, attracting more investor attention. The potential of the Taiwan stock market in the AI and semiconductor sectors is gradually being released
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DVLT

Datavault AI fell 11.20%; NVIDIA rose 2.68%, with a trading volume of $22.3 billion; Broadcom rose 2.32%, with a trading volume of $6.34 billion; Micron Technology rose 0.10%, with a trading volume of $4.254 billion; TSMC rose 1.37%, with a market capitalization of $1.54 trillion

U.S. stock market midday update: Datavault AI receives patent but still drops 11.20%, market doubts profitability