The highest transaction amount in US stock market on Thursday.$NVIDIA (NVDA.US)$Nvidia, which fell 1.91%, with a turnover of US$31.317 billion and a market value still above US$3 trillion, held its annual shareholder meeting on Wednesday. At the meeting, the shareholders approved the company's new executive pay plan, under which Nvidia CEO Jensen Huang will receive a salary worth about US$34.1679 million in the 2024 fiscal year, 60% higher than the US$21.3569 million in the 2023 fiscal year. In the plan, $26.6764 million comes from stock rewards.

For those who care about AI and GPU technology, there were no new product announcements at this shareholder meeting, but Huang Renxun answered a few hot questions, including the company's competition strategy, product release prospects, and new markets. Huang confidently pointed out that the company has 'reinvented the computer industry'.

According to analysis by Goldman Sachs, hedge funds are selling technology stocks on a large scale in the month when Nvidia briefly became the 'world's number one stock'.

Louis Navellier, founder of market research firm Navellier & Associates, commented that 'if Nvidia falls 3.5%, it will be difficult for the S&P 500 index and Nasdaq Composite Index to maintain their upward trend.'

The second-ranked American e-commerce giant$Amazon (AMZN.US)$Amazon, which rose 2.19% and hit a new historical high of $146.73 billion in turnover, with a market capitalization of about $2.06 trillion. As global e-commerce competition intensifies, Amazon announced plans to launch a new section called 'Low Price Store', which offers low-cost fashion and lifestyle products and allows Chinese sellers to ship directly to US consumers.

On June 27th, Visa announced a new collaboration with Amazon to provide more options for Canadian consumers at checkout. Canadian Royal Bank and Bank of Nova Scotia credit card holders who are eligible can now choose Visa-supported "installment payments" as their payment method when shopping online at Amazon website or app.

The third.$Tesla (TSLA.US)$On June 25, Tesla announced two recalls for the Cybertruck to address issues with windshield wipers and exterior components. Prior to this, Tesla had already issued two recalls for the model, involving problems with the accelerator pedal and seatbelt warning system.

Apple rose 0.4%, with a turnover of $10.643 billion. In recent years, under pressure from regulators in Europe and other regions, Apple has taken some small steps to make it easier for consumers to repair iPhones. However, for consumers, self-repair is still a tedious process, especially when replacing batteries. Under a law passed by the European Union last year, smartphone manufacturers must ensure that smartphone batteries can be replaced with user-friendly tools by 2025.

Ranked fourth.$Apple (AAPL.US)$Up 0.4%, with a turnover of $10.643 billion. According to reports, under pressure from regulators in Europe and other regions in recent years, Apple has taken some small steps to make it easier for consumers to repair their iPhones. But for consumers, self-repair is still a cumbersome process, especially when replacing batteries. Under a law passed by the European Union last year, smartphone manufacturers must ensure that by 2025, smart phone batteries can be replaced by users with convenient tools.

Micron Technology fell 7.12%, with a turnover of $9.12 billion. Micron's third-quarter revenue was $6.81 billion, higher than analysts' expectations of $6.67 billion; adjusted EPS was $0.62, higher than analysts' expectations of $0.5. The company expects fourth-quarter revenue to range from $7.4 billion to $7.8 billion, a figure that analysts generally expect to be $7.58 billion, but it still falls short of some analysts' 'super-high expectations' of over $8 billion; adjusted EPS is about $1.08, analysts expect $1.02. Micron executives said that due to the difficulty of increasing factory output and coordinating chips with systems, HBM's supply growth has actually 'hit the brakes', and HBM chip orders are already full through 2025, but the smartphone and personal computer markets are still sluggish.

The fifth.$Micron Technology (MU.US)$It fell by 7.12%, with a turnover of $9.12 billion. Micron's revenue for the third quarter was $6.81 billion, which analysts expected to be $6.67 billion; adjusted EPS was $0.62, which analysts expected to be $0.5. The company expects fourth-quarter revenue to be between $7.4 billion and $7.8 billion, with analysts generally expecting $7.58 billion, but still not reaching the "super high expectations" of some analysts of over $8 billion; adjusted EPS is about $1.08, and analysts expect $1.02. Micron executives stated that the growth of HBM supply has actually "braked" due to difficulties in increasing factory production and matching chips with systems, and HBM chip orders have been scheduled until after 2025. However, the smart phone and personal computer markets are still sluggish.

Keybanc has raised its target price for Micron Technology from $150 to $160 and maintains a "shareholding" rating.

The sixth.$Microsoft (MSFT.US)$Up 0.15%, with a turnover of 6.712 billion US dollars. Microsoft signed a five-year digital cloud agreement with Belgian telecommunications operator Proximus Group on Thursday. According to reports, development of Microsoft's Xbox cloud gaming device patent has been suspended due to cost issues.

The seventh.$Super Micro Computer (SMCI.US)$Up 7.12%, with a turnover of 6.201 billion US dollars.

The eighth.$Advanced Micro Devices (AMD.US)$Up 1.23%, with a turnover of 5.402 billion US dollars. It is reported that AMD is redesigning its Ryzen 7 9700X processor. This processor was originally targeted at gamers, with 8 cores, 16 threads, a base clock frequency of 3.8 GHz, and an accelerated clock frequency of 5.5 GHz. However, according to sources, AMD is considering changing the positioning of the Ryzen 7 9700X processor, taking into account the success and popularity of its 3D V-Cache enhanced Ryzen 7 7800X3D chip. Specifically, AMD is considering increasing the processor's TDP (thermal design power) from the current official 65W to 120W.

Ranked ninth.$Meta Platforms (META.US)$Up 1.26%, with a turnover of 5.248 billion US dollars. According to reports, sales of Meta's latest mixed reality headset, Quest 3, seem to have exceeded one million, based on the number of people who completed the pre-installed game "First Encounters."

As "First Encounters" is part of the Quest 3 initialization setup process and cannot run on previous Quest devices, the number of people completing the game can roughly reflect the sales of Quest 3.

The 12th.$Salesforce (CRM.US)$Up 3.99%, with a turnover of 3.262 billion US dollars. Salesforce held its annual shareholders' meeting at 2:00 p.m. on Thursday, June 27th in Eastern Time, during which investors voted on executive compensation, the re-election of the board of directors, the restoration of employee incentive plans, and proposals to protect investors' rights.

Ranked thirteenth.$Visa (V.US)$Down 2.56%, with a turnover of 2.829 billion US dollars. On June 27th, Visa announced a new partnership with Amazon to provide Canadian consumers with more payment options at checkout. Eligible Royal Bank of Canada and Bank of Nova Scotia credit cardholders can now choose "installment payments" supported by Visa as their payment method when shopping online at Amazon's website or app.

Ranked 18th. Fell 1.56%, with a turnover of 2.175 billion US dollars. The company's statistics show that in the first quarter of 2024, its net income was $8.22 billion, a year-on-year decrease of 28%. It is analyzed that the main reason for the decline in profit is the fall in natural gas prices and the deterioration of refinery profit margins.$Chewy (CHWY.US)$The stock fell 0.31%, with a turnover of 2.009 billion dollars. The stock price briefly soared more than 34% during trading. Chewy's stock price saw unusual activity, which was due to "retail investors' leader" Keith Gill sharing an image of a cartoon dog on social media platform X that was quite similar to Chewy's logo. Gill, whose Reddit handle is DeepF-Value and goes by the moniker Roaring Kitty on YouTube and X.

Ranking 20th$Palo Alto Networks (PANW.US)$Up 4.78%, with a turnover of 1.917 billion US dollars.

Editor / jayden