U.S. Stock Market Midday Update

Iveda Solutions fell 11.56%, 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

Microsoft fell 1.70%, with increased trading volume. Based on recent news,

1. On March 18, Microsoft considered suing Amazon and OpenAI, as a $50 billion cloud deal between them might violate the exclusive cooperation agreement between Microsoft and OpenAI. This news raised market concerns, leading to a decline in Microsoft's stock price.

2. On March 18, the legal dispute between Microsoft and OpenAI escalated, with the three companies negotiating to resolve the dispute before the launch of Frontier to avoid litigation. This event increased market uncertainty and affected investor confidence.

3. On March 18, Microsoft announced the integration of its artificial intelligence product team to accelerate the development and promotion of the AI assistant Copilot. Although this move aims to enhance the company's competitiveness, the market remains cautious about its short-term effects, leading to stock price fluctuations. Competition in the AI field is intensifying, and bond issuance by cloud service providers is increasing.

Nebius rose 3.39%, with increased trading volume. Based on recent news,

1. On March 16, Nebius signed a $27 billion AI infrastructure agreement with Meta. Under the agreement, Nebius will provide Meta with $12 billion in dedicated capacity over the next five years and commit to purchasing an additional $15 billion in computing power. This news drove Nebius's stock price up by 14%.

2. On March 17, DA Davidson and BWS Financial raised Nebius's target price to $200, reflecting market optimism about its long-term growth prospects. Analysts' positive ratings further boosted investor confidence, driving the stock price up.

3. On March 17, Nebius announced it would issue $3.75 billion in bonds to support its AI infrastructure construction, causing its stock price to drop by 10.4%. This news led Nebius's stock price to give back some of its recent strong gains. Demand for AI infrastructure is strong, and market volatility has intensified.

Oracle fell 1.14%, with increased trading volume. Based on recent news,

1. On March 18, Oracle announced an expansion of its AI collaboration with NVIDIA at the GTC 2026 conference, aiming to enhance AI capabilities and simplify enterprise AI deployment. This news boosted market confidence in Oracle's future growth but failed to offset the overall negative sentiment in the market, leading to a slight decline in the stock price

2. On March 16, Citigroup raised Oracle's target price to $320 and reiterated a "Buy" rating. Although analysts are optimistic about Oracle's prospects, market concerns about the macroeconomic environment continue to suppress stock performance.

3. On March 16, Mizuho lowered Oracle's target price from $400 to $320. While maintaining an "Outperform" rating, the target price cut reflects market concerns about Oracle's short-term profitability, further pressuring the stock price. AI concept stocks performed steadily, with domestic capital buying on dips.

Stocks ranked among the top in industry market capitalization

Palo Alto Networks rose 0.81%. Based on recent key news:

1. On March 16, the situation in the Middle East escalated, and a potential blockade of the Strait of Hormuz could weaken the investment capacity of Middle Eastern oil-producing countries in U.S. assets, affecting the flow of funds in the tech industry, particularly impacting TSMC's profit margins, leading to diminished market confidence in tech stocks.

2. On March 17, analysts rated Palo Alto Networks as a moderate buy but did not include it in the top recommendations, reflecting a cautious market attitude towards its future performance.

3. On March 18, Palo Alto Networks' product portfolio includes next-generation firewalls and cloud security services. Despite strong products, analysts believe there are better investment options. Tech stocks are affected by the situation in the Middle East, with cautious capital flow