The highest transaction amount in US stock market on Thursday.$NVIDIA (NVDA.US)$With a 3.97% increase and a turnover of $34.744 billion, Barclays said that spending on artificial intelligence (AI) chips must be increased to meet the minimum expectations of developers.

Barclays analyst Tom O'Malley said that since Nvidia released its financial report at the end of August, the selling of AI chip stocks has caused a ripple effect throughout the AI ecosystem, and people are increasingly questioning whether the wave of AI chip spending is approaching its peak. Analysts believe that this viewpoint does not properly consider future computational needs.

According to the latest report from Omdia, total semiconductor revenue reached a new high of $162.1 billion in the second quarter of 2024, with a quarterly growth rate of 6.7%. It exceeded the record set in the fourth quarter of 2021 by approximately $0.5 billion, and its growth was mainly attributed to Nvidia.

The second.$Tesla (TSLA.US)$The stock rose 7.36%, with a turnover of $24.69 billion. Tesla will hold the Robotaxi autonomous driving taxi unveiling event on October 10. Musk described this as Tesla's most "significant moment" since the launch of the Model 3 a few years ago.

Morgan Stanley recently reiterated its "buy" rating on Tesla, with a target price of up to $310 within 12 months, ranking as the highest target price on Wall Street. Morgan Stanley is bullish on Tesla's potential for revenue generation from Robotaxi and the massive subscription income that FSD may bring.

Ranked third, up 0.71%, trading at $8.267 billion. According to media reports, the Apple iPhone 16 series has entered full-scale production, and Foxconn's Zhengzhou factory is expanding its workforce to meet production targets. The expected sales target for iPhone 16 series this year is 90 million units, with a hope to achieve 95 million units. $Apple (AAPL.US)$ The stock rose 3.71%, with a turnover of $15.249 billion. The European Union regulatory agency recently issued a warning to Apple, demanding that it open the iPhone and iPad operating systems to competitors, emphasizing that if Apple does not comply with the EU's Digital Markets Act (DMA), it may face huge fines.

Officials in Brussels stated that Apple must comply with the new regulations within six months, otherwise it will face severe penalties. The EU hopes that this move will force Apple to redesign its closed ecosystem, allowing competitors to access the iPhone and iPad operating systems.

The EU regulatory agency announced under the DMA that Apple must comply with new strict regulations to make its operating system fully compatible with other technologies. The EU regulatory agency has given Apple six months to comply with the regulations, or it will face the threat of future penalties.

Although this statement is just a step away from official adjustments, the EU's goal is to force Apple to redesign its services to allow competitors to access the iPhone and iPad operating systems. It is reported that one of the goals of the DMA is to ensure that other developers can access key functions of the iPhone, such as Siri voice commands and payment chips. If Apple does not comply with the DMA, the EU may subsequently decide to launch a formal investigation, which could ultimately result in fines of up to 10% of Apple's global annual revenue.

Ranked fourth.$Microsoft (MSFT.US)$Up 1.83%, with a transaction volume of 9.524 billion USD. Anduril Industries, a U.S. defense technology startup, is collaborating with Microsoft to improve the performance of new combat goggles for the U.S. Army.

Anduril said on Thursday that the project could generate up to 21.9 billion USD in revenue over the next decade. The goggles, based on virtual reality headsets, are designed to provide soldiers with various capabilities, from night vision to aerial threat warnings.

Early versions of Microsoft's goggles caused headaches and nausea for soldiers, but the U.S. Army appreciates the improved, lighter version. The U.S. Army may order up to 121,000 units of the device, depending on a series of tests. The goggles must pass the high-pressure operational test next year before going into full production.

The fifth.$Meta Platforms (META.US)$Up 3.93%, with a transaction volume of 8.704 billion USD. Meta Platforms faces hefty fines from the European Union for alleged attempts to dominate the classified advertising market. The EU is pushing to combat anti-competitive behavior by the world's largest technology companies.

According to reports, insiders said that the European Union regulatory agency will claim that Facebook's parent company is linking its free Marketplace service to the social network in an attempt to weaken its competitors.

Meta Platforms declined to comment, but pointed to an earlier statement: "The claims of the European Commission are unfounded. We will continue to cooperate with regulatory agencies to prove that our product innovation is beneficial to consumers and competition."

The sixth.$Amazon (AMZN.US)$Rose 1.85%, with a turnover of $7.498 billion. Amazon Web Services (AWS) announced the official launch of the Global Passport Program on Thursday (September 19, 2024), aimed at helping Independent Software Vendors (ISVs) expand their business globally.

Through this program, Amazon Web Services will provide professional guidance, resources, and strategic support to software companies, aiming to help customers accelerate revenue generation, effectively reduce risk, and maximize return on investment when seeking new international development opportunities.

Rank 9. $Alphabet-A (GOOGL.US)$ Closing up 1.46%, with a turnover of $4.318 billion. Google is engaged in an antitrust lawsuit with the US Department of Justice, and according to sources, Google seems willing to make concessions to end the EU's antitrust investigation. According to two sources on Wednesday, Google is willing to sell its ad trading platform AdX, which is an intermediary market where publishers can provide unsold ad space to advertisers in real-time. However, European publishers say that selling AdX alone is not sufficient.

Meanwhile, US antitrust regulators hope to force Google to sell its ad manager products, including AdX and Google's publisher ad server (DFP).

Three antitrust lawyers revealed that Google has never proposed selling assets or any compromise in previous antitrust cases. This highlights the significant pressure that Google currently faces in the field of antitrust.

The 12th.$MicroStrategy (MSTR.US)$Closing up 9.04%, with a turnover of $2.917 billion. Boosted by Bitcoin briefly surpassing $62,000 and reaching a three-week high,$Coinbase (COIN.US)$Concept stocks of cryptocurrencies, such as MicroStrategy, generally rose.

Ranked thirteenth.$Salesforce (CRM.US)$The stock rose by 5.37%, with a turnover of 2.912 billion US dollars. Salesforce and NVIDIA recently announced a strategic partnership, combining NVIDIA's AI platform (including accelerated computing and AI software) with the Salesforce platform to provide optimized predictive and generative AI workflows.

In addition, the company announced a shift in its artificial intelligence strategy at its annual Dreamforce conference this week, stating that its AI tools can handle tasks without human supervision and have changed its software pricing model.

Salesforce is known for pioneering the software-as-a-service era, renting computer applications through subscriptions. However, as generative AI disrupts the entire industry, Salesforce is rethinking its business model for emerging technologies.

Ranked 15th in wafer foundry$Taiwan Semiconductor (TSM.US)$The stock rose by 5.34%, with a turnover of 2.781 billion US dollars. It is reported that TSMC's 2nm process technology began risk production in July, earlier than expected.

There were reports in early July that TSMC's 2nm process technology would begin risk production in mid-July, one quarter earlier than the market generally expected. In the latest report, media sources revealed that TSMC's risk production for this process technology had already begun in July, which is consistent with previous reports.

Regarding TSMC's earlier-than-expected risk production of the 2nm process technology, analysts believe that they are accelerating to ensure a stable yield before mass production. Media reports also pointed out that TSMC had already showcased the test results of their 2nm process technology prototype to major customers, including Apple and Nvidia, in December last year.

As a major customer of TSMC for many years, Apple will likely remain their key client after the advanced process technology goes into mass production, and this is expected to be the case for the 2nm process technology as well. Several media outlets have reported that Apple has reserved all the initial capacity of TSMC's 2nm process technology for mass production.

Ranking 17th, the stock rose 3.15% with a trading volume of $2.362 billion. U.S. bank stocks generally rose on Thursday. The Federal Reserve announced a 50 basis point rate cut on Wednesday, and it is widely believed that bank stocks will benefit from this as the rate cut will lower the cost of deposits for banks and alleviate the financial burden on borrowers, potentially reducing the risk of loan defaults. The banking sector has been dealing with the impact of high interest rates this year, which has restrained loan growth and consumer spending. $Bank of America (BAC.US)$ The stock rose 3.15% with a trading volume of $2.362 billion. U.S. bank stocks generally rose on Thursday. The Federal Reserve announced a 50 basis point rate cut on Wednesday, and it is widely believed that bank stocks will benefit from this as the rate cut will lower the cost of deposits for banks and alleviate the financial burden on borrowers, potentially reducing the risk of loan defaults. The banking sector has been dealing with the impact of high interest rates this year, which has restrained loan growth and consumer spending.

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