Nvidia, the top trading volume in the U.S. stock market on Friday, $Apple (AAPL.US)$ It fell 0.29% with a turnover of $72.953 billion. The stock has risen 2.56% this week. Market research firm Counterpoint Research recently released a report stating that although Apple Intelligence performs well technically, its ability to boost sales of the iPhone 16 series is limited, and a sales "super cycle" is unlikely to occur this year.

According to the report, Apple has experienced two significant "super cycles" in its history, namely the iPhone 6 in 2016 and the iPhone 12/13 series in 2021. The common driving factor behind these two super cycles was the "suppressed" demand for new products in the market. However, currently, there is not a strong demand from consumers for the GenAI function, lacking the same sense of urgency as the previous super cycles.

The second.$NVIDIA (NVDA.US)$It fell 1.59% with a turnover of $44.521 billion. The stock has fallen 2.6% this week.

Nvidia will partner with UAE AI company G42 to create a climate technology laboratory. According to a statement released on Friday, the two companies will focus on developing artificial intelligence that can improve the accuracy of weather forecasting.

Two companies will rely on the climate digital twin cloud platform Earth-2 launched by Nvidia. This platform aims to help scientists and researchers better understand and predict the impact of climate change, reduce economic losses caused by extreme weather through high-precision simulation and visualization technology.

The third.$Microsoft (MSFT.US)$The Microsoft stock fell by 0.78%, with a turnover of 24.037 billion US dollars. On Friday, Microsoft reached a new agreement with Constellation, a technology giant, to provide power for its artificial intelligence (AI) datacenter, paving the way for the restart of the Three Mile Island nuclear reactor in Pennsylvania.$Constellation Energy (CEG.US)$ The Three Mile Island nuclear power plant is located in the town of Londonderry, south of Harrisburg, the capital of Pennsylvania. In March 1979, the core of its Unit 2 reactor partially melted down, leading to a large-scale evacuation, known as the Three Mile Island nuclear accident. This was the most serious nuclear accident in US nuclear history and was classified as a level five nuclear energy accident on the International Nuclear Event Scale. After the accident, approximately 0.2 million people near the nuclear power plant were evacuated, and people in major US cities and areas where nuclear power plants were under construction held demonstrations, demanding the cessation or closure of the nuclear power plant. Despite this, the US did not build any new nuclear power plants for over 30 years.

In March 1979, the core of its Unit 2 reactor partially melted down, leading to a large-scale evacuation, known as the Three Mile Island nuclear accident. This was the most serious nuclear accident in US nuclear history and was classified as a level five nuclear energy accident on the International Nuclear Event Scale. After the accident, approximately 0.2 million people near the nuclear power plant were evacuated, and people in major US cities and areas where nuclear power plants were under construction held demonstrations, demanding the cessation or closure of the nuclear power plant. Despite this, the US did not build any new nuclear power plants for over 30 years.

In March 1979, the core of its Unit 2 reactor partially melted down, leading to a large-scale evacuation, known as the Three Mile Island nuclear accident. This was the most serious nuclear accident in US nuclear history and was classified as a level five nuclear energy accident on the International Nuclear Event Scale. After the accident, approximately 0.2 million people near the nuclear power plant were evacuated, and people in major US cities and areas where nuclear power plants were under construction held demonstrations, demanding the cessation or closure of the nuclear power plant. Despite this, the US did not build any new nuclear power plants for over 30 years.

总部位于巴尔的摩的星座能源公司周五宣布，它与微软达成了为期20年的合作协议，将创建“$Crane (CR.US)$清洁能源中心（Crane Clean Energy Center），并重新启动三哩岛核电站1号机组。该机组几十年来一直以行业领先的安全性和可靠性水平运行，在五年前的今天因经济原因关闭。”

新作能源公司宣称：“根据协议，微软将从重启的核电站购买能源，以帮助实现其使用无碳能源、满足数据中心电力需求的目标。”

Ranked fourth.$Tesla (TSLA.US)$收跌2.32%，成交23.886 billion美元。特斯拉将于10月10日举办Robotaxi自动驾驶出租车的揭幕活动。马斯克称“这将是自几年前推出Model 3以来，特斯拉最重要的时刻。”

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.

However, at the same time, Morgan Stanley warned that Tesla's robotaxi activity on October 10 may not meet investors' high expectations. Analyst Adam Jonas said that besides showcasing FSD v12.5 and providing the first-generation Cybercab ride service, the company is uncertain about what else it will have.

The fifth.$Amazon (AMZN.US)$Closing up 0.91% with a trading volume of $19.159 billion. Amazon announced on Friday that it is actively launching a generative AI assistant called 'Amelia' to quickly answer various questions for independent sellers on the Amazon e-commerce platform, while providing professional advice and auxiliary tools based on the e-commerce platform to improve their operational efficiency and sales.

The seventh.$Broadcom (AVGO.US)$Closing up 2.20% with a trading volume of $15.653 billion. Broadcom reported third-quarter revenue of $13.07 billion, a year-on-year increase of 47.3%. The net loss was $1.875 billion, with a one-time tax provision of up to $4.5 billion.

Financial reports show that the company's overall performance met market expectations, with growth driven by the income from the acquisition of VMware, while the artificial intelligence (AI) business has not yet fully realized its potential.

Brokerage firm William Blair gives Broadcom an initial rating of "outperforming the market".

13th place. $Alphabet-A (GOOGL.US)$ It closed up 0.86% with a trading volume of $6.68 billion. On September 18 local time, the European Court of Justice ruled in favor of Google in its appeal against a total of 1.49 billion euros in antitrust fines imposed by the European Commission, and Google will no longer be required to pay this fine.

The European Court of Justice stated, "The Court has upheld most of the European Commission's assessment, but annulled the decision to impose a fine of nearly 1.5 billion euros on Google because the European Commission did not take into account all relevant circumstances when assessing the duration of Google's unfair contract terms."

Ranked fifteenth, down 2.10%, trading at $2.035 billion. Wedbush Securities said that Palantir has signed an agreement with Microsoft to provide AI services to the national defense and intelligence community, which could 'change the rules of the game' and serve as a 'launchpad' for Palantir's AI platform (AIP). The institution maintained its 'shareholding' rating on Palantir with a target price of $38. $Intel (INTC.US)$ It closed up 3.31% with a trading volume of $5.664 billion. The stock rallied at the end of the day following reports earlier that...$Qualcomm (QCOM.US)$The acquisition has been in contact with the company, and this transaction could break records in the chip industry.

According to unnamed sources, the discussions took place in the past few days. Representatives from Intel and Qualcomm declined to comment.

Just half a month ago, on September 5th local time, financial media reported that Qualcomm had explored the possibility of acquiring a partial stake in Intel. According to two sources, the company is seeking to acquire Intel's design business to enrich its product portfolio. The sources said that Intel is currently struggling to generate cash and is looking to divest its business units and sell other assets.

Intel used to be the world's largest chip maker, but the company is currently facing weak sales and expanding losses. The company's market cap is currently less than $100 billion, about half of Qualcomm's. However, this acquisition will still be the largest deal in the semiconductor market to date and could change the entire industry.

Ranking 20th$FedEx (FDX.US)$FedEx fell 15.23%, with a trading volume of $4.478 billion. FedEx's adjusted EPS for the first fiscal quarter was $3.60, lower than analysts' expected $4.77; adjusted operating profit was $1.21 billion, lower than analysts' expected $1.63 billion; and adjusted operating margin was 5.6%, lower than analysts' expected 7.41%. The demand trend is weaker than expected. The company expects full-year adjusted EPS to be $20-21, previously expected to be $20-22.

Editor/Emily