Top 20 by Trading Volume | Semiconductor equipment stocks surged, with Applied Materials up over 11% and ASML Holding rising nearly 10%, both hitting record highs; Intel climbed more than 9% after Bank of America upgraded its rating; NVIDIA publicly showc
Micron Technology, the most actively traded stock on U.S. markets on Thursday, rose 11.66% with a turnover of $55.086 billion. Memory chip stocks broadly rebounded on Thursday. Micron Technology's share price has experienced significant volatility over recent trading sessions.
U.S. Markets Close | Trump again 'TACO'; Nasdaq jumps over 2.5%; semiconductor index surges 8%, with Micron and Marvell both up more than 11%; gold recovers above the $4,200 mark, while crude oil plunges
Small- and mid-cap stocks and technology shares led the gains, with the Nasdaq 100 Index closing up approximately 3.5% on the day, marking its best single-day performance in over a year. In the U.S. Treasury market, the 10-year yield fell by 10 basis points to 4.45%, while the 7-year note outperformed, with its yield dropping by 12 basis points. International crude oil futures plunged, with Brent crude falling below $89.50, down 3.9% for the day, and West Texas Intermediate (WTI) crude dropping below $86.60, down nearly 3.9% on the day.
Targeting the AI agent space, OpenAI acquires a cloud platform to bolster Codex's competitiveness.
① OpenAI announced the acquisition of startup Ona, which provides a secure cloud runtime environment enabling AI agents to access the tools and information they need; ② In recent months, OpenAI has continued expanding through acquisitions to strengthen its competitiveness in the enterprise AI and AI programming tools markets.
GF Securities: Bottlenecks are gradually shifting toward 'interconnects,' with CPO driving higher adoption of optical communications.
It is recommended to pay attention to companies focused on optical interconnects and polarization-maintaining fiber.
Bezos dismisses 'AI stealing jobs' narrative: multiple golden ages ahead in the next decade
① Jeff Bezos believes artificial intelligence will propel humanity into 'multiple golden ages' rather than trigger mass unemployment; ② Bezos has invested $41 billion to establish the AI lab Prometheus, aiming to use AI to fundamentally transform manufacturing and engineering, and is confident that AI will create significant opportunities across his business empire.
Castle Securities In-Depth Analysis: The High Cost of Cutting-Edge AI Is Driving the Industry Toward a Structural Divergence Inflection Point
Frank Flight, Head of Macro Strategy at Citadel Securities, noted that in the future, only a handful of well-capitalized firms will be able to afford deploying top-tier models, while the vast majority of use cases will shift toward more cost-effective alternatives. As a full-blown token price war unfolds, cost pressures are compelling companies to adopt more refined deployment strategies, accelerating the substantive divergence between 'frontier AI' and 'everyday AI usage.' This signals a shift in industry consensus—from past capability-driven competition toward rational decision-making under cost constraints.