Source: Global Market Report On Monday, the turnover of US stocks ranked first, closing up 0.75% with a turnover of $38.014 billion. Since the opening on June 10, Nvidia's stock has been trading at adjusted prices after the split. The overall value of Nvidia is not expected to change after the split, and the lower stock price will make it easier for investors to reach. In terms of product structure, the operating income of 10-30 billion yuan products is respectively 401/1288/60 million yuan.

The highest transaction amount in US stock market on Thursday.$NVIDIA (NVDA.US)$Closing up 3.52%, hitting a new historic high, with a turnover of US$33.475 billion. NVIDIA's global independent graphics card market share rose to 88% in the first quarter. According to the latest report from Jon Peddie Research, a analysis firm, the global shipments of AIB graphics cards fell from 9.5 million pieces in the previous quarter to 8.7 million pieces in the first quarter of 2024, but grew by 39% year-on-year. Among them, NVIDIA's market share climbed to as high as 8%, while AMD's graphics card share dropped to 12%, and Intel's graphics card share was less than 1%.

In addition, a survey shows that the market tends to believe that artificial intelligence stocks will rebound further. Hedge fund tycoon Steve Cohen believes that the market is not in an artificial intelligence bubble, and the market underestimates some of the benefits that artificial intelligence will bring to enterprises. Cohen said that the AI wave is a "truly enduring theme" that can provide further upward momentum. He added, "There will be big winners and big losers... because this is a transformation."

CFRA analyst Angelo Zino maintains a buy rating on NVIDIA and raises the target price from $100 to $110, which means he expects NVIDIA to fall by about 18% from its current stock price level.

The second.$Tesla (TSLA.US)$Closing up 2.92%, with a turnover of US$22.004 billion. Tesla CEO Musk said he will win the $56 billion compensation plan vote. Tesla shareholders are expected to approve a $56 billion compensation plan for the company's CEO Musk and allow the electric car maker's legal headquarters to move to Texas in the United States.

Although the official voting results have not been released, Musk has announced his victory in advance. On Wednesday, he said in a post on social media platform X that the resolution had passed with a large margin. He thanked the shareholders for their support.

The third.$Apple (AAPL.US)$Closing up 0.55%, with a turnover of US$209.32 billion, slightly surpassing Microsoft to become the largest company in the US stock market.

The company released updates to its iOS 18, iPadOS 18, watchOS 11 systems this week and announced its entry into the field of artificial intelligence-building partnerships with OpenAI, and integrating ChatGPT. These news have driven the stock to reach new highs.

At the much-anticipated WWDC on Monday, Apple announced a landmark partnership with OpenAI to integrate ChatGPT chatbots into iPhone, iPad and Mac devices. However, the two sides did not disclose the financial terms of the cooperation, which sparked widespread speculation.

A report on Thursday claimed that, in the partnership agreement between the two companies, Apple did not directly pay any fees or rewards to OpenAI. Media citing knowledgeable sources reported that Apple's partnership with OpenAI would not generate meaningful revenue for either company, at least initially.

Ranked fourth.$Broadcom (AVGO.US)$Closing up 12.27%, the stock price hit a historic high, with a turnover of US$15.052 billion. The company's financial report showed that its second quarter results exceeded expectations due to strong demand for AI. Broadcom also announced that it will carry out a 1-10 stock split plan. Morgan Stanley raised Broadcom's target price from $1,658 to $1,765 and maintained the "holding" rating.

The fifth.$Super Micro Computer (SMCI.US)$Closing up 12.44%, with a turnover of US$98.29 billion.

The sixth.$Amazon (AMZN.US)$Closing down 1.64%, with a turnover of US$73.2 billion. Amazon pledged to invest $230 million in AWS credit to provide guidance and training to early-stage AI startups to promote the use of AI and machine learning technologies.

Part of the newly committed funds will be used to fund the second batch of AWS Generative AI Accelerators, which will provide expertise and up to $1 million in credit to the first 80 early-stage startups using generative AI to solve complex challenges.

The eighth.$Microsoft (MSFT.US)$Closing up 0.12%, with a turnover of US$70.44 billion.

Microsoft recently announced on its official website that it will stop its AI tool Copilot GPTs service from July 10, 2024, and delete all existing Copilot GPTs and related data created by users. This move has caused strong dissatisfaction among users. The official explanation given by Microsoft is that the company is undergoing a strategic adjustment and will focus GPT on commercial and enterprise scenarios. The reason behind this may be the lack of commercial return.

Ranked ninth.$Meta Platforms (META.US)$Closing down 0.93%, with a turnover of US$50.19 billion. Meta Platforms was complained by Norwegian authorities for planning to use images and posts from users on Facebook and Instagram to train AI models. The Norwegian Consumer Council said in a statement on Thursday that the program that the platform chose to withdraw violates EU data protection laws and believes that the company "deliberately created problems with deceptive design patterns and vague language."

In addition, analysts said that Meta Platforms stock has risen by about 500% from its recent lows and the timing of a stock split is ripe.

11th place$Alphabet-A (GOOGL.US)$Closing down 1.48%, with a turnover of US$36.71 billion. Google is facing privacy accusations from the Austrian rights group NOYB (None Of Your Business), claiming that Google tracks users through its Chrome browser. The complaint claims that users are deceived into accepting the "ad privacy feature" which "actually tracks users' footprints". The accusation has been submitted to the Austrian data protection bureau. NOYB has previously filed lawsuits against many large tech companies for privacy violations.

Google announced in 2023 that it will gradually phase out third-party cookies in the Chrome browser, to be replaced by Privacy Sandbox to improve consumer privacy. NOYB complaints claim that enabling the new feature will enable first-party tracking. Max Schrems, chairman of NOYB, claimed: "Google just lied to their users. People thought they agreed to a privacy feature, but were tricked into accepting Google's first-party ad tracking. Consent must be informed, transparent, and fair to be legal. Google's actions are just the opposite."

The 12th.$MicroStrategy (MSTR.US)$It fell by 7.47%, with a turnover of $3.193 billion. The company announced on Thursday that it will use the revenue to buy more bitcoin.

Ranked 14th.$GameStop (GME.US)$It rose by 14.38%, with a turnover of $2.94 billion. The stock has fluctuated sharply in recent times, with daily gains and losses of more than 10% in the last seven trading days.

On Wednesday, short-term option contracts for Gamestop saw a surge in trading. Some market participants speculate that Keith Gill, the 'leader' of the US retail investors, may have sold his options positions in Gamestop.

Data shows that about 93,000 Gamestop call options for June changed hands on Wednesday, some of them in block trades of 5,000 or more contracts.

According to Trade Alert data, considering Wednesday's trading volume, the average turnover price of these contracts was $7.65. Many transactions were below the purchase price, indicating that sellers may be trying to sell these contracts.

16th place.$Taiwan Semiconductor (TSM.US)$It rose by 0.28%, hitting a new all-time high with a turnover of $2.69 billion. Insiders in the semiconductor industry said that Taiwan Semiconductor's 3nm production capacity is in short supply, and upstream IC design companies are starting to report price increases.

Editor/Jeffy