--- title: "U.S. Stock Market Midday Update: T1 Energy down 8.29%, large order fails to mask profit concerns" type: "News" locale: "en" url: "https://longbridge.com/en/news/295001107.md" description: "T1 Energy fell 8.29%; NVIDIA rose 4.58%, with a trading volume of USD 24.2 billion; Micron Technology rose 2.64%, with a trading volume of USD 22.7 billion; AMD fell 5.94%, with a trading volume of USD 18.3 billion; TSMC fell 0.32%, with a market value of USD 2.16 trillion" datetime: "2026-08-05T18:43:55.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/295001107.md) - [en](https://longbridge.com/en/news/295001107.md) - [zh-HK](https://longbridge.com/zh-HK/news/295001107.md) --- # U.S. Stock Market Midday Update: T1 Energy down 8.29%, large order fails to mask profit concerns **U.S. Stock Market Midday Update** T1 Energy fell 8.29%, with increased trading volume. Based on recent key news: 1. On August 3, T1 Energy signed a contract with Clearway Energy Group to provide 641 megawatts of solar cells and components. This move demonstrates the company's significant capability in domestic solar component supply; however, concerns about its short-term profitability may lead to a decline in stock price. 2. On August 3, T1 Energy held significant weight in multiple ETFs, and ETF fund flows may lead to automatic buying and selling of the stock. The stock price of T1 Energy has become more volatile due to these ETF fund flows. 3. On August 3, T1 Energy's stock price rose due to second-quarter sales exceeding expectations, but the market remains skeptical about the sustainability of its future growth, leading to a price pullback. The energy sector faces risks from policy changes and market volatility. **Top Stocks by Industry Trading Volume** NVIDIA rose 4.58%, with active trading. Based on recent key news: 1. On August 5, Hon Hai Precision Industry reported a 54.2% increase in July sales, indicating strong global demand for AI infrastructure. As NVIDIA's server assembly partner, Hon Hai's growth momentum supports NVIDIA's stock price. Source: Jinshi Data 2. On August 4, NVIDIA's senior vice president announced that the CPO has entered mass production, driving a surge in related hardware stocks. As a leading company in the AI market, NVIDIA benefits from strong demand for AI technology. Source: Jinshi Data 3. On August 3, Morningstar released a report stating that NVIDIA's fair value assessment is $280 per share, indicating a 40% upside from the current stock price, and the market holds an optimistic view on its future growth prospects. Source: Morningstar Report. Strong demand for AI infrastructure leads to positive market sentiment. Micron Technology rose 2.64%, with increased trading volume. Based on recent key news: 1. On August 5, the U.S. semiconductor sector strengthened across the board, with the Philadelphia Semiconductor Index's intraday gains expanding to 5%. Micron Technology rose 7.75% during the day, and Bank of America reiterated its buy rating with a target price of $155, indicating strong AI demand and increased visibility in supply-demand dynamics due to long-term supply agreements. Source: Zhitong Finance 2. On August 4, a Counterpoint Research report showed that Micron Technology holds a 25% share of the global DRAM market, closely following SK Hynix's 26%. Micron's DRAM revenue is projected to reach five times that of a year ago by Q2 2026, demonstrating strong growth momentum. Source: Jinshi Data 3. On August 3, Changxin Storage's expansion plan drew market attention, but Micron's stock price was not significantly dragged down; instead, it reversed to close higher, indicating strong market confidence in its fundamentals. Source: Wall Street Insight. AI demand drives growth in the semiconductor industry, and the market remains optimistic AMD fell 5.94%, with increased trading volume. Based on recent key news: 4. On August 5, AMD's latest quarterly revenue expectations failed to meet investors' high expectations, leading to a significant drop in stock price. Although the financial data was generally positive, it did not fully match the capital market's strong expectations for explosive growth in the artificial intelligence industry, resulting in a stock price decline of about 6.6%. Source: Zhitong Finance 5. On August 5, SpaceX decided to fully adopt NVIDIA's chips to build its computing infrastructure, increasing downward pressure on AMD's stock price. NVIDIA's stock price rose 3.3% in early trading on the same day. Source: Wall Street Watch 6. On August 5, analysts from JP Morgan and other institutions warned that supply chain constraints will continue to be a major risk for companies, especially for projects relying on TSMC's N3 process and CoWoS chip packaging technology, with tight capacity likely to persist until 2027. Source: Jinshi Data AI chip demand is strong, and the market is concerned about capacity bottlenecks. **Stocks ranked among the top in industry market capitalization** TSMC fell 0.32%, with increased trading volume. Based on recent key news: 1. On August 4, TSMC announced that it would raise prices for mature and advanced processes starting in 2027, with increases ranging from 5% to 10%. This move aims to address rising raw material and equipment costs, which may positively impact the company's profitability. Source: Zhitong Finance 2. On August 5, TSMC decided to open its core packaging process CoW to large-scale outsourcing to specialized packaging and testing foundries to alleviate the supply-demand bottleneck for AI chips. This move is expected to enhance capacity and meet market demand. Source: Electronic News 3. On August 4, TSMC's Kumamoto wafer fab has fully resumed production, returning to pre-earthquake levels to ensure supply chain stability. 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