No. 1 in US stock turnover on Monday$NVIDIA (NVDA.US)$The revenue rose by 4.90%, reaching another record high, with a turnover of US$49.677 billion and a market capitalization of approximately US$2.83 trillion.

On Sunday evening local time, Nvidia founder and CEO Hwang In-hoon said that developers using NVIDIA NIM to deploy AI models on clouds, data centers, or workstations can reduce model deployment time to a few minutes from previous weeks. Customers such as Heshuo, Lloyd's, and Siemens are all using it.

Hwang In-hoon revealed that as production of Blackwell chips begins, Nvidia plans to upgrade AI accelerators and AI chips every year. It is expected to launch Blackwell Ultra in 2025 and launch a next-generation AI platform called Rubin in 2026. The platform will use HBM4 memory.

According to reports, Nvidia's first Blackwell chip is named GB200, which claims to be the “most powerful chip in the world” at present. Currently, the supply chain has high expectations for the GB200. It is estimated that in 2025, the shipment volume may exceed one million units, which will account for nearly 40% to 50% of Nvidia's high-end GPU shipments.

Furthermore, Nvidia shares will be split 1:10 after the market on June 7 (Friday). Lower prices will make Nvidia more likely to be included in the Dow Jones Industrial Average.

Second place$Tesla (TSLA.US)$It closed down 1.01% to $12.217 billion. In response to ISS in documents submitted to the US Securities and Exchange Commission on June 3, Tesla said that Tesla shareholders should make their own decisions. Tesla said in the announcement that without approval of CEO Musk's $56 billion salary plan, Tesla will not be able to create the current market value, and Musk will have no incentive to make Tesla a leading company in the field of autonomous driving.

In the announcement, Tesla also urged shareholders to critically consider ISS's previous comments and called on shareholders to approve Musk's compensation plan so that Tesla can continue to carry out its mission.

Furthermore, Tesla officially released the “2023 Impact Report”. The content mentioned that throughout 2023, Tesla produced and delivered more than 1.8 million electric vehicles globally, reducing carbon dioxide emissions by more than 20 million tons. Of these, 94% of the waste from the Shanghai Gigafactory was recycled. In terms of vehicle safety, Tesla said that the risk of its products catching fire is only about one-eighth of that of fuel vehicles, and 99% of Tesla's “recalls” can be completed through OTA updates.

3rd place$Advanced Micro Devices (AMD.US)$It closed down 2.01% and traded at US$9.73 billion. AMD announced on Monday the launch of a new artificial intelligence chip for products ranging from cutting-edge data centers to advanced laptops, increasing the challenge for market leader Nvidia. The past two years have seen a surge in demand for specialized processors to help develop, train, and run artificial intelligence applications such as ChatGPT.

Fourth place$Apple (AAPL.US)$The closing was 0.93% higher, and the transaction was $9.702 billion. According to reports, due to technical difficulties and R&D progress falling short of expectations, the ticket to upgrade Siri to the 18th version of Apple's iOS has been cancelled until 2025. Earlier, it was reported that with the addition of AI technology, users can use their voice to control all applications on various Apple terminals (iPhone, iPad, Mac) through Siri.

5th place$Microsoft (MSFT.US)$It closed down 0.39% to $7.214 billion. Microsoft said on Monday it will invest SEK 33.7 billion ($3.2 billion) over two years to expand its cloud computing and artificial intelligence infrastructure in Sweden. The company also promised to help train around 250,000 Swedish AI skilled workers, or 2.4% of the Swedish population, to help improve the country's competitiveness.

The growing popularity of generative artificial intelligence is driving demand for cloud services, prompting companies such as Microsoft and Amazon to invest billions of dollars to build data centers in Europe. Microsoft invested in data centers in the UK in November last year, and in Germany and Spain in February of this year.

6th place$Berkshire Hathaway-A (BRK.A.US)$The closing was 0.59% higher, and the transaction was $6.141 billion. According to an email, the NYSE Group Stock Exchange and other UTP exchanges have jointly decided to cancel all erroneous transactions involving Buffett's Berkshire Hathaway Class A shares between 9:50 a.m. and 9:51 a.m. EST (between 9:50 p.m. and 9:51 p.m. Beijing time) and the price is less than or equal to $60,3718.30 per share due to CTA SIP pricing issues.

On Monday morning EST, Berkshire-Class A shares changed. The stock price plummeted from 620,000 US dollars/share to 185.1 US dollars/share, a drop of an astonishing 99.97%, and about 50 shares were traded at this price.

7th place$Dell Technologies (DELL.US)$It closed down 5.40%, trading at US$5.491 billion, and its market capitalization fell below US$100 billion. The company's latest earnings report shows that although many core financial indicators have exceeded expectations, falling profits and the lack of surprises in the backlog of AI server orders have led to continued pressure on the stock.

Eighth place$Amazon (AMZN.US)$The closing was 1.08% higher, and the transaction was US$5.462 billion. Recently, Amazon announced plans to open a new distribution station in Fairbanks, Alaska, USA to expand its business. According to information, the new distribution station will cover an area of 47,000 square feet and is located near Airport Road. It is planned to begin construction within the next few weeks for the current location of the insulation and storage facility.

However, Morgan Stanley analyst Erik Woodring and others believe that in May, Dell's monthly increase was over 39% and reached a record high, and its performance far exceeded the market. This sharp drop was an incentive for some investors to end in profit. However, Erik believes that this retracement is closer to giving investors a second chance, and Dell still has room to rise.

10th$GameStop (GME.US)$The closing was 21% higher, and the transaction was US$5.348 billion. The famous retail investor “Roaring Kitten” Keith Gill posted a position worth $116 million on his Reddit account, triggering speculation about the return of the meme stock boom.

In view of the above situation and the buzz surrounding GameStop stock, the US Securities and Exchange Commission (SEC) began reviewing Keith Gill's transactions before and after social media posts on Monday, particularly GameStop's bullish options transactions.

11th$Alphabet-A (GOOGL.US)$The closing was 0.39% higher, and the transaction was US$4.745 billion. Google said on Monday that it has completed the expansion of its data center and cloud facilities in Singapore, which means the company has invested $5 billion in the country's technology infrastructure. The company said it employs more than 500 employees at its data center in Singapore, responsible for services such as Google search and maps. Last week, Google said it would invest $2 billion in Malaysia to develop the country's first data center.

Furthermore, Google Cloud announced on Monday that it is expanding its partnership with Workday, an American cloud financial management and human capital management software manufacturer. Through the partnership, Workday will use the Gemini model and Vertex AI to implement artificial intelligence functions in Workday Extend to help customers optimize business performance and speed up transaction and settlement processes.

17th$Eli Lilly and Co (LLY.US)$The closing was 1.33% higher, and the transaction was $2.06 billion. Goldman Sachs believes the potential of the global diet pills market will continue to grow. Goldman Sachs analysts led by Chris Shibutani said that the diet drug market currently dominated by Novo Nordisk and Eli Lilly may reach 130 billion US dollars by 2030. Previously, the bank's forecast scale was 100 billion US dollars.

Editor/Jeffrey