On Friday, the top-ranked chip giant$NVIDIA (NVDA.US)$rose 1.51%, with a turnover of $39.581 billion. Nvidia fell 7.7% this week.

According to reports,$Taiwan Semiconductor (TSM.US)$Taiwan Semiconductor is developing glass substrates for Nvidia. The first batch of chips will be released in 2025. According to the report, Taiwan Semiconductor is developing glass substrates for Nvidia's future FOPLP (fan-out panel level packaging) based on Nvidia's needs. This technology will mainly use glass substrates and bring many benefits, especially in terms of increasing chip size and transistor density per unit area.

Ranked fourth.$Tesla (TSLA.US)$The rise was 3.80%, with a transaction amount of 13.27 billion US dollars. Tesla has once again recalled some imported Model X electric vehicles. Starting from October 8th of this year, Tesla will recall a total of 870 imported Model X electric vehicles produced between March 16th and July 31st, 2016.

The fifth.$Apple (AAPL.US)$The decline was 0.34%, with a transaction amount of 12.089 billion US dollars. Analysts believe that Apple could become the world's largest smart phone shipper by 2025, as the release of Apple Intelligence is expected to be highly beneficial to iPhone sales.

Analysts are optimistic about the future sales of iPhones by Apple, with some predicting a growth of about 10% in the second half of 2024 compared to 2023. The improvement in sales is mainly based on the demand for the iPhone 16 after the release of Apple Intelligence at WWDC.

The sixth.$Microsoft (MSFT.US)$It rose 0.97% with a turnover of $9.535 billion. Earlier, there were reports that OpenAI is negotiating a new round of financing, planning to raise billions of dollars at a valuation of over $100 billion. Venture capital firm Xingshen Capital will lead this round of financing with an investment of $1 billion. In addition, as the largest shareholder of OpenAI, Microsoft will also participate in this round of financing. Insiders said that Apple is in negotiations to invest in OpenAI, and Nvidia has also discussed joining the latest financing of OpenAI.

The seventh.$Nu Holdings (NU.US)$It rose 5.20% with a turnover of $8.358 billion. Nu Holdings is the parent company of Nubank, a unicorn fintech company in Latin America. The stock has risen by over 18% in August and by about 80% year-to-date.

The eighth.$Amazon (AMZN.US)$It rose 3.71% with a turnover of $7.552 billion. Five insiders said on Friday that the new version of Alexa, redesigned by Amazon, will be launched in the United States in October before the shopping peak season. The product will be powered by the AI model Claude from the startup company Anthropic, instead of Amazon's own AI model.

It was reported in June this year that Amazon plans to upgrade its Alexa voice assistant to incorporate powerful generative AI functions. The new version, called "Remarkable," will charge a monthly fee of $5 to $10. At the same time, Amazon will still provide the "Classic" version for free.

However, insiders said that the initial version of the new Alexa using Amazon's in-house AI software performed poorly and sometimes took six or seven seconds to confirm user prompts and respond. This is why Amazon turned to the AI chatbot Claude developed by the startup company Anthropic, as it outperformed Amazon's own AI model.

Ranked tenth.$Meta Platforms (META.US)$The closing price rose 0.60%, with a turnover of $4.744 billion. Two current employees of Meta Platforms said on Friday that since the first appearance of Meta AI, the monthly active users have reached 0.4 billion and the daily active users have reached 40 million in less than a year.

Meta AI has now become one of the world's leading AI assistants, and users can use Meta AI on platforms such as Facebook, Instagram, WhatsApp, and Messenger to complete various tasks.

11th place$Super Micro Computer (SMCI.US)$The stock price fell 2.48%, with a turnover of $4.626 billion. It was reported that Super Micro Computer has applied to delay the submission of the 10-K annual report. Prior to this, short-selling institution Hindenburg Research released a report on August 27th, stating that Super Micro Computer has financial manipulation, undisclosed related transactions, and evasion of sanctions.

Super Micro Computer fell 28.63% this week, down 37.62% in August, but up 54% year-to-date in the first eight months of the year.

15th place.$Intel (INTC.US)$Closing up 9.49%, marking the largest single-day increase since October 2022, with a trading volume of $3.856 billion. According to informed sources, Intel is now working with investment banks to discuss various plans, including splitting its product design and manufacturing businesses, as well as suspending or canceling some projects, to salvage the company's financial performance.

Intel emphasizes that the current negotiations are still in the early stages, and the company has not taken any major measures.

16th place.$Dell Technologies (DELL.US)$Closing up 4.33%, with a trading volume of $3.786 billion. The company's revenue in the second quarter was $25.03 billion, a 9% increase year-on-year, higher than analysts' expectations of $24.12 billion, and higher than Dell's guidance range of $23.5 billion to $24.5 billion. The year-on-year growth rate of the previous quarter was 6%. Diluted earnings per share (EPS) in the second quarter was $1.17, an 86% increase year-on-year, and a 67% increase from the previous quarter; Non-GAAP diluted EPS in the second quarter increased by 9% to $1.89, higher than Dell's guidance range of $1.55 to $1.75, a 3% decrease from the previous quarter.

The 17th$Alphabet-A (GOOGL.US)$Up 0.99%, with a trading volume of 3.488 billion USD. On Thursday, there were reports that Google is considering building a large datacenter in Vietnam, which would be the first such investment by a US tech giant in a Southeast Asian country.

According to sources, Google is considering establishing a 'super-scale' datacenter near Ho Chi Minh City, the southern economic center of Vietnam. The source did not disclose the scale of this investment, but said the investment would be a boost for Vietnam, as the country has not been able to attract a large amount of overseas capital investment in its datacenters due to inadequate infrastructure.

It is not yet clear when Google will make the investment decision, but sources have said that internal negotiations are ongoing and the datacenter may be ready by 2027.

Ranking 20th$PDD Holdings (PDD.US)$Up 2.88%, marking the second consecutive day of increase, with a trading volume of 3.156 billion USD. The stock has accumulated a 31.3% decline this week.

Editor/ping