Leading Thursday's trading volume, Micron Technology rose 5.50% to close at $977.50, with turnover reaching $21.414 billion. Ongoing concerns over tight memory chip supply remained in focus. Intel CEO Lip-Bu Tan noted that memory chip prices have surged considerably, and the imbalance between soaring AI demand and limited supply could intensify further by 2027.

Ranked second, NVIDIA gained 2.54% to settle at $219.34 on $20.348 billion in trading. Jensen Huang stated Thursday that as artificial intelligence expands across more industries, he expects NVIDIA's chip sales to double over the next year. He also stressed that AI companies should ensure product safety before releasing offerings to the public.

In third place, Intel advanced 7.67% to close at $108.80, with volume of $16.154 billion. Responding to speculation about a potential collaboration with Intel on U.S.-based memory chip production, SK Hynix said it is evaluating various options to enhance global competitiveness but has not finalized any specific agreement regarding cooperation with particular companies or manufacturing memory chips in the United States.

Fourth-ranked Advanced Micro Devices climbed 6.36% to $545.09, generating $15.376 billion in turnover. Semiconductor stocks broadly strengthened Thursday. Bank of America analysts project the global semiconductor market will expand from approximately $1.7 trillion this year to $3.2 trillion by 2030, with memory chips and data center demand serving as primary growth engines, supported by recovery in automotive and industrial sectors.

Fifth-place Tesla Motors rose 2.27% to $366.20 on $14.268 billion in trades. Sixth-ranked SanDisk jumped 6.21% to $1,614.39, moving $13.498 billion in volume. Memory chip names rebounded collectively as markets continued monitoring storage demand tied to AI infrastructure buildouts. Bank of America noted no signs of slowdown in customer orders, long-term agreements, supply commitments, or chip pricing.

Seventh-place SpaceX increased 2.60% to $154.81, with turnover of $12.913 billion. The company pushed the earliest launch date for Starship's 14th test flight from September 22 to September 28, pending regulatory approval. The mission aims to reach a stable orbit and deploy next-generation Starlink V3 satellites.

Eighth-ranked Apple gained 1.38% to close at $337.00, trading $12.221 billion. The U.S. International Trade Commission has initiated an audio technology patent investigation involving certain electronic devices from Apple, Google, and Samsung. The case stems from a complaint filed by BoomCloud 360, with no infringement findings made against the companies at this stage.

Ninth-place Meta Platforms, Inc. rose 1.34% to $682.31 on $10.765 billion in volume. The company unveiled new podcast promotion tools for Threads, including profile page displays, show recommendations, update alerts, and audience analytics, designed to help podcast creators attract and retain listeners.

Eleventh-ranked Microsoft advanced 1.52% to $497.75, moving $8.854 billion. Nokia announced Thursday an expanded partnership with Microsoft, integrating Nokia Data Suite with Microsoft Fabric to deliver a unified data and AI platform for telecom operators. The companies said the solution can compress network data preparation time from weeks to minutes while supporting automated applications like fault analysis and predictive maintenance.

Twelfth-place Broadcom climbed 2.29% to $347.30 on $8.014 billion in turnover. Thirteenth-ranked Amazon.com rose 2.13% to $251.19, trading $7.485 billion. Amazon entered a long-term supply agreement with Generac for data center backup generators, with initial deliveries totaling $2.4 billion expected between 2027 and 2028. Amazon also received warrants to purchase up to approximately 1.69 million Generac shares at an exercise price of about $200.93, with some warrants vesting gradually as procurement payments hit agreed milestones.

Fifteenth-place Alphabet Class A shares gained 1.30% to $347.33, generating $6.647 billion in trades. The company, along with Apple and Samsung, was named in the U.S. International Trade Commission's audio technology patent investigation. Alphabet previously filed a lawsuit in August seeking a court ruling that it has not infringed the relevant patents.

Sixteenth-ranked Nebius surged 4.12% to $217.99 on $6.618 billion in volume. The company announced price increases of approximately 20% for select on-demand GPU cloud computing services effective October 1, with some older GPU model services also rising about 17%. These adjustments reflect sustained pricing power in the AI compute rental market.

Seventeenth-place CoreWeave, Inc. fell 4.16% to $79.88, with turnover of $6.367 billion. The company unveiled plans to issue $3.0 billion in convertible senior notes due 2033, with an option for initial purchasers to buy up to an additional $500 million in notes. Separately, it established an at-the-market offering program for up to 35 million shares of Class A common stock.

Nineteenth-ranked Marvell Technology advanced 4.81% to $240.76, trading $5.05 billion. AI-related chip and optical communications names rebounded broadly during the session. Bank of America recently expressed optimism about the company's custom chip and associated connectivity business, projecting that its segment supplying networking, storage, and other supporting components for custom chips could generate roughly $30 billion in revenue by 2030.

Twentieth-place Dell Technologies Inc. gained 4.46% to $588.40 on $5.416 billion in trades. Goldman Sachs recently raised its global server market forecast, now expecting the overall market to reach $1.5 trillion by 2030, with AI servers accounting for approximately $1.3 trillion. Goldman noted Dell captured 29% and 17% market share in traditional and AI server segments, respectively, in the second quarter, maintaining a "Buy" rating with a $570 price target.