On Monday, Micron, the top stock by trading volume on U.S. markets, closed down 3.88% with a trading volume of $23.47 billion.
On Monday, South Korea’s storage giants SK Hynix and Samsung Electronics faced sustained pressure throughout the trading session on the Korean stock market, with negative sentiment further spilling over into U.S. markets. Analysts believe that large-scale selling by foreign investors may have been a key driver of the decline. Data from the Korea Exchange shows that, as of October 7, the percentage of Samsung Electronics shares held by foreign investors dropped to 46.37%, the lowest level since July 16, 2009—nearly a 17-year low.
The market has new concerns about the global competitive landscape in the memory chip sector, with Micron facing increasing pressure from competitors such as Samsung and SK Hynix.
Cao Kanyu, President of CXMT, announced over the weekend at an industry event that the company has made significant progress on its next-generation 4F² memory cell architecture and plans to launch server memory products based on this architecture by the end of 2026. This design uses proprietary vertical surrounding-gate transistors to suppress leakage, enabling more memory cells to be packed onto a single chip—directly targeting high-margin DRAM used in AI servers.
Third-place Meta rose 3.38%, with a trading volume of $18.479 billion.
Meta’s personal AI assistant, Muse, retains users at a level close to ChatGPT. According to Deedy Das, a Silicon Valley venture capitalist, citing Sensor Tower data, Muse’s 7-day return rate exceeds 30%, nearly matching ChatGPT’s; its 14-day retention rate is 22%, slightly lower than ChatGPT’s.
Additionally, Meta has released Muse Wonder and the more powerful Wonder Full AI model. According to Meta’s published test data, both models have reached performance levels comparable to Fable 5.1, Opus 5.5, and GPT-6 Astra across multiple capability tests, and in some agent and knowledge-work benchmarks, they even slightly outperform them.
During Monday’s announcement event, Zuckerberg hinted that Meta would increase its investments further, stating that the company “is already moving toward the next level.” He also said that the pace of model development “may feel noticeably accelerated” going forward.
Fourth place, NVIDIA, closed down 1.29% with a trading volume of $15.866 billion.
NVIDIA and Cisco have jointly introduced the USFP (Ultra-Small Form Factor Pluggable), a new pluggable optical module form factor designed to scale network infrastructure for AI factories. USFP is the first module to support 400 Gb/s electrical signals per lane, enabling a maximum module capacity of up to 12.8 Tb/s. This allows AI builders to connect more computing systems without adding network layers, while reducing power consumption per bit of data transmitted. Compared to existing 200 Gb/s-per-lane optical modules, USFP offers four times higher bandwidth density and 1.3 times better energy efficiency. NVIDIA and Cisco are collaborating with TE Connectivity and Amphenol to build a multi-source hardware ecosystem around USFP.
Sixth-place SanDisk fell 5.97% with a trading volume of $12.933 billion.
Ranked 7th, SpaceX rose 0.52% with a trading volume of $11.007 billion.
Morgan Stanley analyst Adam Jonas said that SpaceX’s upcoming Starship 15th test flight could be a significant step toward achieving full reusability of the rocket and supporting the expansion of the company’s satellite communications and artificial intelligence businesses. This mission may attempt to use a launch tower mechanical arm to capture the returning Starship; if successful, it could reduce launch costs and accelerate Starlink expansion.
Morgan Stanley maintains an "Overweight" rating and a $300 price target for SpaceX, while highlighting risks such as test flight technical failures, development delays, and rising infrastructure expenditures.
Ranked 8th, Microsoft rose 1.14% with a trading volume of $9.884 billion.
On Monday, Microsoft announced that the next-generation Maia 300 chip will begin deployment in data centers next year, specifically designed for AI inference tasks. Microsoft expects the Maia 300 to process 40% more tokens per megawatt than mainstream GPU systems, enabling it to handle greater AI workloads with the same energy consumption.
Ranked 9th, AMD fell 2.28% with a trading volume of $9.083 billion.
Apple ranked 10th, closing up 1.29% with a trading volume of $8.802 billion.
Apple has announced a special "Welcome Home" event on Tuesday, October 13, where it is expected to unveil new smart home products—the latest update in Apple’s smart home lineup since John Ternus assumed the role of CEO last month. The devices set to be launched include the next-generation Apple TV 4K, HomePod mini, and a new home hub device.
Tesla ranked 11th, closing down 1.22% with a trading volume of $7.648 billion.
Intel ranked 12th, closing down 3.20% with a trading volume of $7.481 billion.
Intel CEO Chen Liwu stated that the token costs of China’s cutting-edge AI models are low, and their adoption has been extremely rapid. He noted that the performance of Chinese AI models such as DeepSeek, Kimi, and GLM is already sufficiently strong, and he strongly supports open source as the most efficient path forward. He also believes that the market will determine the appropriate use cases for different models.
Amazon ranked 14th, closing down 1.11% with a trading volume of $6.906 billion.
Ranked 15th, Google A rose 0.30%, with a trading volume of $6.721 billion.