On Friday, Nvidia, the top trading volume stock on the US market, fell 2.61%, with a turnover of $25.85 billion; Tesla, the second top trading volume stock, fell 4.02%, with a turnover of $21.12 billion; CrowdStrike, the third top trading volume stock of the American cybersecurity software giant, fell 11.1%, with a turnover of $12.892 billion.
On Friday, the US stock market had the highest trading volume. The stock fell by 0.09%, with a turnover of USD 49.5 billion. The stock has risen more than 10% this week. According to media reports, the US federal regulatory agency has reached an agreement to allow antitrust investigations into Microsoft, OpenAI, and Nvidia's dominant position in the AI industry.$NVIDIA (NVDA.US)$Nvidia fell by 2.61%, with a turnover of $25.85 billion. Nvidia's accumulated decline this week is 8.75%. According to reports, OpenAI has been discussing the development of new chips with semiconductor design companies, including Broadcom, and has hinted that the AI start-up is seeking to break away from its dependence on Nvidia and cultivate its own supply chain.
The second.$Tesla (TSLA.US)$Tesla fell by 4.02%, with a turnover of $21.12 billion. In what was dubbed the 'worst IT failure in global history', Tesla's factory in the USA was also affected. The company's CEO, Musk, publicly blamed Microsoft's CEO Nadella and stated that the software has been removed from the company's systems. Informants revealed that some production lines were still running in Tesla's factory on Friday noon, but affected workers had not yet been notified of when production would resume.$CrowdStrike (CRWD.US)$The software update pushed by CrowdStrike caused a worldwide 'blue screen ocean'. From Friday morning local time in the United States, many airports, shopping malls, hotels, offices, factories, and stock exchanges were paralyzed. The highly complex aviation system was hit the hardest, and air transportation may take several weeks to return to normal. The cybersecurity software bug from CrowdStrike causes Microsoft Windows systems to crash. The media said that the 'largest IT system outage in global history' broke out, and the global supply chain was also affected.
As of noon Friday, although some production lines were still running in Tesla's factory, affected workers had not yet been notified of when production would resume.
According to Tesla's American official website, the sales of the Model S full-wheel-drive version were adjusted from $0.07299 million to $0.07499 million, and the Plaid version from $0.08799 million to $0.08999 million. The sales of the Model X full-wheel-drive version were adjusted from $0.07799 million to $0.07999 million, and the Plaid version from $0.09299 million to $0.09499 million. The news about iPhone 16 orders is in a chaotic situation. After the Apple Worldwide Developers Conference (WWDC), there was news that the order volume of iPhone 16 had increased significantly. However, according to the latest investigation of famous analyst Guo Ming, the data of key suppliers suggested that the order may not have grown as expected. Guo Ming believes that the release of Apple Intelligence cannot be the main driving force for customers to buy new phones.
The third-ranked US cybersecurity software giant.$CrowdStrike (CRWD.US)$CrowdStrike fell 11.1%, with a turnover of $12.892 billion. From Friday morning local time in the United States, many airports, shopping malls, hotels, offices, factories, and stock exchanges were paralyzed due to a serious error in the software update pushed by CrowdStrike. CrowdStrike admitted that their update was faulty and said they were working on resolving the issue.
A British security official who did not want to be named said that security experts did not view the global failure of multiple industries as a malicious attack. Microsoft responded to this issue, and its team identified the possible cause, and the root cause of the IT technical problem has been resolved. The CrowdStrike cybersecurity software bug caused Microsoft Windows systems to crash. The media said that the 'largest IT system outage in global history' broke out, and the global supply chain was also affected. The highly complex aviation system was hit the hardest, and air transportation may take several weeks to return to normal.
Ranked fourth.$Apple (AAPL.US)$OpenAI is actively seeking to break away from its dependence on Nvidia and plans to develop new AI chips independently. Reports say that OpenAI is in contact with the chip design giant Broadcom to jointly explore and develop new AI chips.
The fifth.$Microsoft (MSFT.US)$Affected by the problem, some overseas businesses and office workers have reported delays in using Microsoft's 365 applications and services. This has caused global impact and affected many sectors, including aviation, railroads, banks, enterprises, and media. As a result, Microsoft's stock price fell sharply before trading on Friday.
The fault is related to CrowdStrike, a global cybersecurity company that is associated with Microsoft. A British security official who did not want to be named said that security experts did not view the global failure of multiple industries as a malicious attack.
Microsoft has also responded to this matter, due to$Microsoft (MSFT.US)$Crowdstrike admitted that their update was faulty and said they were working on resolving the issue.
Microsoft stated that its team identified the possible cause, and the root cause of the IT technical problem has been resolved.
The sixth.$Amazon (AMZN.US)$According to Amazon's official website, the company will release its second-quarter financial report on August 1st EST.
The seventh.$Meta Platforms (META.US)$Meta Platforms is exploring investing billions of euros in European eyewear manufacturer Essilor Luxottica and hopes to accelerate the development of smart glasses.
The eighth.$Advanced Micro Devices (AMD.US)$Railroads fell by 2.69%, with a turnover of $7.253 billion. This stock fell more than 16.5% this week.
Ranked tenth.$Netflix (NFLX.US)$Netflix fell by 1.51%, with a turnover of $6.328 billion. Netflix's third-quarter revenue guidance fell short of expectations, and the free cash flow shrank month on month.
11th place$Broadcom (AVGO.US)$OpenAI is actively seeking to break away from its dependence on Nvidia and plans to develop new AI chips independently. Reports say that OpenAI is in contact with the chip design giant Broadcom to jointly explore and develop new AI chips.
The 12th.$Taiwan Semiconductor (TSM.US)$Taiwan Semiconductor fell by 3.55%, with a turnover of $3.77 billion. Moody's confirmed Taiwan Semiconductor's AA3 rating, and the outlook is stable.
Ranked thirteenth.$MicroStrategy (MSTR.US)$Up 14.36%, with a turnover of $3.486 billion on Friday.$Bitcoin (BTC.CC)$Breaking through $65,000 per coin, driving the collective strength of blockchain technology stocks in the US market.
Ranked 14th.$Alphabet-A (GOOGL.US)$Down 0.02%, with a turnover of $3.368 billion. Google announced on Thursday that it will stop resolving short link goo.gl services on August 25, 2025, and subsequent user visits will return a 404 response.
Google launched the URL Shortener service in 2009, allowing people to easily share links and measure online traffic. Google announced the discontinuation of goo.gl in 2018 and recommended that developers migrate to Firebase Dynamic Links (FDL). At the time, Google said it would continue to resolve existing goo.gl links, redirecting them to their intended destination.
Editor/Somer