--- title: "U.S. stock market midday update: T1 Energy rises 15.35%, boosted by funding from investors and large orders" type: "News" locale: "en" url: "https://longbridge.com/en/news/294713655.md" description: "T1 Energy rose 15.35%; Micron Technology fell 1.55%, with a transaction volume of USD 16.7 billion; NVIDIA rose 3.13%, with a transaction volume of USD 10.5 billion; AMD rose 0.76%, with a transaction volume of USD 4.995 billion; TSMC fell 0.30%, with a market value of USD 2.09 trillion" datetime: "2026-08-03T15:28:17.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/294713655.md) - [en](https://longbridge.com/en/news/294713655.md) - [zh-HK](https://longbridge.com/zh-HK/news/294713655.md) --- # U.S. stock market midday update: T1 Energy rises 15.35%, boosted by funding from investors and large orders **U.S. Stock Market Midday Update** T1 Energy rose 15.35%, with increased trading volume. Based on recent key news: 1. On July 31, T1 Energy announced an agreement with a group of investors to sell 4.75% of its convertible senior notes for $120 million. This news drove the stock price up by 13.4%. Source: Reuters 2. On August 3, T1 Energy signed a contract with Clearway Energy Group to supply 641 megawatts of solar panels and components. This move enhanced market confidence in the company's future growth, further boosting the stock price. Source: Reuters 3. On August 3, T1 Energy confirmed that its G2\_AUSTIN 2.1GW project will produce batteries in the first quarter of 2027, demonstrating the company's expansion potential in the renewable energy sector. Source: Reuters The demand for solar energy is growing, with significant policy support. **Stocks with High Trading Volume in the Industry** Micron Technology fell 1.55%, with increased trading volume. Based on recent key news: 1. On August 3, Micron's union in Taiwan planned to strike, which could impact the DRAM supply chain. The union demands the removal of the performance bonus cap, and if the strike occurs, it will exacerbate HBM supply tightness. Source: Viewpoint 2. On July 31, Moody's upgraded Micron Technology's senior unsecured rating to Baa1, with a stable outlook. The upgrade reflects improvements in Micron's financial condition, which may boost investor confidence. Source: Moody's 3. On July 31, Apple was requested not to use chips from ChangXin Technology and Yangtze Memory Technologies, which could affect Micron's market position in the U.S. Source: Bloomberg AI demand is driving an increase in memory demand, leading to heightened market volatility. NVIDIA rose 3.13%. Based on recent key news: 1. On August 1, Yili Group announced a partnership with NVIDIA to build a dairy digital center, promoting data-driven development in the industry and enhancing market confidence. Source: Zhitong Finance 2. On August 3, Morningstar released a report stating that NVIDIA's fair value assessment is $280 per share, indicating about a 40% upside potential from the current stock price, boosting investor confidence. Source: Jinshi Data 3. On August 2, NVIDIA announced the mass production of co-packaged optics, anticipating expansion opportunities in the optical communications market, which drove the stock price up. Source: Economic Daily Technology stocks rebounded, with significant capital inflow. AMD rose 0.76%, with increased trading volume. Based on recent key news: 1. On August 3, AMD launched new products at the Advancing AI conference, challenging NVIDIA. The new generation MI450 accelerator and EPYC "Venice" server CPU outperform competitors, expected to drive market demand, with analysts optimistic about its market share increase. Source: Zhitong Finance 2. On August 3rd, the MINIMAX H3 model was open-sourced, and chip manufacturers like AMD completed adaptation support. This move enhanced AMD's competitiveness in multimodal generation systems, driving up its stock price. Source: Wall Street Insight 3. On August 2nd, market expectations for a Federal Reserve interest rate hike in September increased, affecting the performance of technology stocks. As an AI concept stock, AMD benefited from the market's optimistic sentiment towards AI businesses. Source: You Analysis AI industry competition intensifies, capital flows into the chip sector. **Stocks ranked at the top of the industry by market capitalization** TSMC fell 0.30%, with trading volume increasing. Based on recent key news: 1. On July 31st, the Taiwan stock market surged by 3,186 points, with TSMC leading in trading volume and value in odd-lot transactions, attracting retail investors. Analysts believe TSMC has advantages in the AI wave, and its stock price still has room for growth. Source: Zhitong Finance 2. On July 31st, TSMC director Zhang Fan-cheng declared a gift of 5,000 shares to his wife, valued at NT$12.125 billion, showing executives' confidence in the company's prospects. Source: Zhitong Finance 3. On July 31st, TSMC maintained an absolute advantage in global advanced processes, with analysts expecting EPS in the second half of the year to outperform the first half, attracting investor attention. Source: Zhitong Finance The Taiwan stock market rebounds, with continuous growth in AI demand ### Related Stocks - [TE.US](https://longbridge.com/en/quote/TE.US.md) - [MU.US](https://longbridge.com/en/quote/MU.US.md) - [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md) - [AMD.US](https://longbridge.com/en/quote/AMD.US.md) - [TSM.US](https://longbridge.com/en/quote/TSM.US.md) ## Related News & Research - [Voyager-backed CRTS Global secures minority investment from Arab Energy Fund-led consortium](https://longbridge.com/en/news/295745197.md) - [Nebius Just Gave Bloom Energy a Big Boost. 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