U.S. stock market midday update: Navitas Semiconductor up 11.20%, soaring 32.58% in 5 days, market sentiment is high but volatility is increasing!

U.S. Stock Market Midday Update Navitas Semiconductor rose 11.20%, with a 5-day increase of 32.58%, and there have been 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 NVIDIA rose 0.71%. Based on recent key news: On January 14, the U.S. government relaxed export restrictions on NVIDIA's H200 chips to China, allowing sales, which drove the stock price up. This move alleviated market concerns about policy risks, resulting in an increase in NVIDIA's stock price. Source: Economic Information Daily On January 14, NVIDIA stated that it would not require Chinese customers to pay a deposit for H200 chips, eliminating market concerns about sales terms and stabilizing the stock price. Source: NVIDIA Company Statement On January 15, U.S. tech stocks rebounded, with NVIDIA leading the way, as market optimism about the AI sector drove the stock price up. Source: Wall Street Insights AI chip demand is strong, and market sentiment is optimistic. Micron Technology rose 5.87%. Based on recent key news: On January 16, Micron Technology director Teyin Liu purchased 23,200 shares of common stock, with a transaction size of $7.8 million, showing insider confidence in the company's prospects and driving the stock price up. Source: Zhitong Finance On January 16, Citibank raised Micron Technology's target price from $330 to $385, maintaining a buy rating, reflecting market optimism about demand for memory chips. Source: Zhitong Finance On January 16, Micron Technology broke ground on a $100 billion memory manufacturing complex in New York State, demonstrating the company's expansion plans and further boosting the stock price. Source: Zhitong Finance The memory industry is driven by AI demand, but cyclical volatility risks remain. AMD rose 1.39%, with increased trading volume. Based on recent key news: On January 14, KeyBanc analyst John Vinh upgraded AMD's rating to "Overweight" and set a target price of $270, driving the stock price up. Analysts believe that demand for AI data centers is strong, and server CPUs are nearly sold out, with market demand far exceeding expectations. On January 15, U.S. President Trump announced a 25% tariff on certain imported semiconductors, including AMD MI325X, affecting market sentiment. This move aims to strengthen U.S. control over advanced AI chips and may impact cross-border trade patterns. On January 14, AMD launched new chips and faster systems to challenge Nvidia's dominance in the data center market. This move demonstrates the company's competitiveness in the AI chip market, further driving the stock price up. AI demand is strong, and the impact of semiconductor tariffs is significant Stocks Ranked Among the Top by Market Capitalization in the Industry TSMC rose 0.13%, with increased trading volume. Based on recent key news: On January 16, TSMC's earnings call announced strong growth expectations, predicting nearly a 30% increase in USD revenue by 2026, leading to a significant rise in stock price. TSMC's market capitalization approached NT$45 trillion, reflecting market confidence in its future growth. Source: Zhitong Finance On January 15, TSMC reported a 35% year-on-year increase in net profit for the fourth quarter, exceeding market expectations, primarily driven by a surge in AI application demand. Net profit reached NT$505.7 billion, setting a new historical high. Source: Zhitong Finance On January 16, Goldman Sachs raised TSMC's target price to NT$2,600, stating that its gross margin may become the new normal, with the stock price hitting a record high again. Source: Zhitong Finance AI demand drives growth in the semiconductor industry