On August 8th, the top 20 trading volumes in the US stock market: SpaceX will build its own power plant to ensure power supply

On Friday, SpaceX topped the U.S. stock market with a trading volume of $30.016 billion, closing up 15.83%. Reports indicate that SpaceX plans to build its own power generation facilities to support the large semiconductor manufacturing plant it is jointly developing with Tesla in Texas.

Earlier this week, Riley Trettel, who is responsible for energy and data center development at SpaceX, stated at a public meeting in Grimes County, Texas: "We will be self-sufficient in power. We will build a gas power plant and also a very large battery array for energy storage. We will almost immediately start this project. We need to begin civil engineering work and start building infrastructure and foundations, and we will push forward right away."

This statement provided more details about the new factory plans being advanced by Musk's two major companies, a project named "Terafab."

Micron, in second place, fell 0.44%, with a trading volume of $29.593 billion. Analysts noted that U.S. stock investors are closely monitoring whether there will be new changes in the supply and demand dynamics in the storage sector, with the market generally predicting that memory prices will remain high until the end of 2028.

NVIDIA, in third place, closed up 2.27%, with a trading volume of $23.369 billion. The stock has risen a total of 11.56% this week.

Palantir, in sixth place, closed up 10.32%, with a trading volume of $12.899 billion. The stock has surged nearly 40% this week, marking its best weekly performance since 2024, indicating that it is no longer a laggard in the AI field.

Palantir's strong performance in its U.S. commercial business is fully reflected in its financial results. The U.S. commercial segment has become its largest growth driver, with a year-on-year increase of 149%.

The company has consistently emphasized the importance of sovereign AI, promoting the empowerment of organizations over their data and models. This stance has put Palantir at odds with leading AI labs, with CEO Alex Karp accusing these labs of attempting to "colonize" their clients by ingesting their business intelligence and proprietary data. However, this seems to resonate with the company's clients, who use its platform to connect different data sources and deploy AI models in their core businesses.

In the second quarter, Palantir secured over $2 billion in total contract value for U.S. commercial business, a 153% increase compared to the same period last year.

Palantir's strong performance has bolstered Wall Street's confidence in the company. It was hailed as the darling of AI in 2025, but faced a tough start in early 2026 due to a broader sell-off in the software sector. By late June, the stock had seen a cumulative decline of up to 40% for the year. Now, the stock price is nearing the breakeven point for the year.

Tesla, in eighth place, closed up 2.83%, with a trading volume of $12.708 billion. On August 7, SpaceX and Tesla jointly announced the launch of the Terafab project, with an initial investment of $16.8 billion, aimed at bridging the gap between global chip supply and the over 1 terawatt of computing power that both companies expect to need in the coming years Musk estimates that about 25% of AI computing power will be used for Tesla's Optimus robot, while 75% will be used for AI spacecraft.

Google's Class A shares, ranked 12th, fell 0.96%, with a trading volume of $6.999 billion. This week, Google underwent a significant restructuring of its AI business, with DeepMind CEO Demis Hassabis transitioning to chairman, chief scientist Jeff Dean leaving, and new senior vice president Koray Kavukcuoglu taking over daily management, shifting the power center from London to the California headquarters.

This adjustment aims to accelerate the commercialization of Gemini and narrow the gap with OpenAI, Anthropic, and Meta. Hassabis faced internal dissatisfaction at Google for being too research-focused and not attentive enough to business, and his decision to open-source AlphaFold also sparked controversy. After stepping back from management, he will focus on the AI pharmaceutical company Isomorphic Labs and pursue the vision of AGI. However, this restructuring has caused upheaval within DeepMind, with several employees concerned about the end of the research culture, and some are preparing to leave.

Lumentum, ranked 15th, rose 6.22%, with a trading volume of $5.1 billion. Reports indicate that the U.S. Federal Communications Commission (FCC) is drafting a new import ban on optical modules. This news has driven a collective rise in U.S. domestic optical module stocks.

Seagate, ranked 18th, fell 4.71%, with a trading volume of $4.717 billion. On Friday, U.S. storage stocks generally declined.

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