The opening ceremony of the Apple Worldwide Developers Conference (WWDC), which was highly anticipated by investors, started on Monday, with its annual five-day conference running through to Friday, June 14. On Monday, Apple CEO Cook announced the "Apple Intelligence" feature, which integrates AI language models into a wide range of Apple devices, including iPhone, iPad, and Mac. Users can use AI to write articles and check and proofread content in various situations, and can even allow AI to generate images when sending messages. Apple also announced a partnership with OpenAI to integrate the latter's ChatGPT.$NVIDIA (NVDA.US)$Closing up 4.76%, with a turnover of 31.551 billion US dollars. According to sources, Nvidia is developing a new flagship artificial intelligence (AI) chip that complies with current US export controls for a specific market. Sources said Nvidia will work with its major distributor in the specific market, Langchao, to distribute the chip, which is tentatively named 'B20.' Product structure, 10-30 billion yuan products operating income of 401/1288/60 million yuan respectively.

In March of this year, the AI chip giant launched the "Blackwell" chip series, which will be mass-produced later this year. The B200 chip is 30 times faster than the previous generation in certain tasks, such as answering chatbot questions.

According to reports, Nvidia's stake in Serve Robotics has risen to 10% exactly.

The second.$Tesla (TSLA.US)$Closing up 5.15%, with a turnover of 25.213 billion US dollars. Tesla CEO Musk said on his X social media on Monday that a truly useful Tesla humanoid robot will be produced on a small scale next year and will be used internally by Tesla. He hopes to achieve mass production by 2026 and make it available to other companies.

According to a survey by Daiwa Securities, 68% of investors consider AI as the main driving force for Tesla's stock price in the next year, with only 33% leaning towards electric vehicles. Daiwa Securities has set a target price of $310, which is 26% higher than the current price.

Elon Musk has repeatedly mentioned that Tesla is an AI+robotics company, not just an auto company. Nowadays, as the decline in electric vehicle business becomes a consensus, investors will pay more attention to Tesla's "AI narrative".

The third.$CrowdStrike (CRWD.US)$Closing down 13.46%, the stock price hit a six-month low with a turnover of 13.327 billion US dollars. As of Monday's close, the stock had fallen for five consecutive trading days, with cumulative declines of more than 30%.

Due to the 'blue screen crash' incident that occurred last week and affected most of the world, several investment banks have lowered their target price for CrowdStrike.

The system crash caused by CrowdStrike this time is the most serious in recent years. It caused computer paralysis worldwide, resulting in flight cancellations and delayed surgeries in hospitals, and made people realize how fragile the complex global software system they rely on is.

Microsoft reported over the weekend that 8.5 million devices had been affected worldwide. Although CrowdStrike has fixed the related configuration errors and Microsoft has released recovery tools to help IT administrators fix Windows hosts, it will still take several days to fully address the issue.

CrowdStrike said on Sunday that it is testing a way to fix affected machines faster. Meanwhile, Guggenheim downgraded CrowdStrike from "buy" to "neutral".

Ranked fourth.$Apple (AAPL.US)$Closing down 0.16%, with a turnover of 10.835 billion US dollars. Apple Intelligence research team has released two new small but high-performance language models for training artificial intelligence generators. Apple's Machine Learning team is participating in an open-source language model data pack project with other industry teams. The two models recently produced by Apple are considered comparable to other leading training models, such as Llama 3 and Gemma.

The fifth.$Amazon (AMZN.US)$Closing down 0.32%, with a turnover of 7.317 billion US dollars. On Monday, Warner Bros. Discovery proposed to compete with Amazon for NBA rights.

According to reports, in December 2020, Amazon Web Services promised to invest hundreds of millions of dollars to provide free cloud computing skills training for 29 million people worldwide by 2025. Amazon Web Services recently announced that it has achieved this goal ahead of schedule, exceeding expectations.

Amazon Web Services has announced that it has helped more than 31 million learners from 200 countries and regions improve their cloud computing skills. Since 2014, Amazon Web Services has trained more than 1.4 million people in China. This milestone marks Amazon Web Services' relentless pursuit of promoting cloud computing education and supporting community development worldwide.

The sixth.$Microsoft (MSFT.US)$Closing up 1.33%, with a turnover of 6.992 billion US dollars. On July 19, Microsoft's Windows operating system suffered the largest IT failure in history, causing many industries around the world to stall. Key areas such as aviation, railroads, banks, businesses, and media were affected.

Microsoft announced on the 20th that the global technical failure has affected 8.5 million devices using Window Operating System. This event was described by Tesla CEO Musk as 'the biggest tragedy in IT history.'

Some cybersecurity experts have pointed out that while CrowdStrike is responsible for this large-scale IT failure incident, the poor resilience of Microsoft's operating system is the reason for such serious losses.

The seventh.$Advanced Micro Devices (AMD.US)$Closing up 2.83%, with a turnover of 6.797 billion US dollars. Samsung Electric announced on Monday that it will supply AMD with high-performance FCBGA substrates for ultra-large data centers. Samsung Electric said in a statement that it has invested KRW 1.9 trillion (approximately 9.95 billion yuan) in the development of FCBGA substrates. The two companies have collaborated to develop an encapsulation technology that integrates multiple semiconductor chips into a single substrate, a technology that is crucial for CPU/GPU applications and meets the high-density interconnection needs of today's ultra-large data centers.

The eighth.$Meta Platforms (META.US)$Closing up 2.23%, with a turnover of 5.862 billion US dollars. Google and Meta Platforms are both said to be interested in acquiring Essilor Luxottica, the parent company of Ray-Ban glasses, according to reports.

"yes", "Reason": "", "Translation": "holding a metaverse project called Horizon Workrooms Supports Systems for Business in virtual reality. News release says Workroom is intended as an Oculus product "over time," implying it'll be a consumer project eventually. The beta app lets employees create avatars and join VR video calls to collaborate in a virtual workspace. The Quest 2 is needed to use Horizon Workrooms at present."

Bernstein raised Meta's target price from $565 to $575.

Ranked tenth.$Alphabet-A (GOOGL.US)$Closing up 2.26%, with a turnover of 4.375 billion US dollars. Alphabet, Google's parent company, will release its Q2 earnings report after the US stock market closes on Tuesday. Investors will focus on the continued growth of its cloud business and the latest developments in its artificial intelligence (AI) program. According to Visible ALPHA, analysts expect the company's Q2 revenue to reach $84.3 billion, a year-on-year increase of 13%. Net income is expected to reach $23 billion, or $1.85 per share, a year-on-year increase of 25%.

The 12th.$Taiwan Semiconductor (TSM.US)$Closing up 2.16%, with a turnover of 3.544 billion US dollars. Morgan Stanley warned that the AI boom may cool down, saying that Asian tech stocks such as Taiwan Semiconductor will face their toughest test since the pandemic.

Moody's confirmed Taiwan Semiconductor's 'Aa3' issuer rating on Monday.

Ranked thirteenth.$Netflix (NFLX.US)$Closing up 2.24%, with a turnover of 3.376 billion US dollars. According to the company's recent earnings conference call, Netflix is ​​currently developing more than 80 games and sharing its gaming goals.

Netflix executive Gregory Peters said, "We are refining our plans to engage more effective methods in the over 80 games currently being developed, including connecting our members with Netflix-specific IP games they love. In the specific area of interactive narrative games, we have made rapid progress. In addition to interactive narrative games, Netflix will also launch different types of games in the coming quarters and years to keep users on the platform during inevitable downtime between program seasons."

Standard and Poor's rating agency released a report on Monday stating that Netflix has an A rating with a stable outlook.

Ranked 19th.$Verizon (VZ.US)$The stock fell 6.08%, with a turnover of 2.149 billion US dollars. As the number of users upgrading their wireless devices decreased, Verizon's second-quarter revenue was lower than analysts' expectations. The company's second-quarter total revenue was $32.8 billion, an increase of 0.6% year-on-year, while analysts' average expectations were $33.1 billion. Non-GAAP EPS was $1.15, in line with expectations.

Edited by Jeffrey