The first in the U.S. stock market turnover on Tuesday.$NVIDIA (NVDA.US)$Closing up 4.05%, with a trading volume of $37.636 billion. Sources said that Nvidia's competitor and artificial intelligence chip maker Cerebras Systems may postpone its IPO.

In addition, executives from Foxconn stated on Tuesday that the company is building the world's largest Nvidia super chip factory in Mexico to help alleviate the huge demand for Nvidia's Blackwell platform. Nvidia announced in August this year that, after adjusting the design, it has started shipping samples of Blackwell to partners and customers, expecting these chips to bring in billions of dollars in revenue in the fourth quarter.

The second.$Tesla (TSLA.US)$Closing up 1.52%, with a trading volume of $13.727 billion. Tesla is set to release its Q3 2024 financial report on October 23rd, U.S. Eastern Time (October 24th, Peking Time). Following the report release, the company will hold an earnings conference on the afternoon of the 23rd at 4:30 PM Eastern Time (4:30 AM on the 31st, Peking Time).

On Thursday, October 10th at 7:00 PM local time (10:00 AM on Friday in Peking), Tesla will hold a "Robotaxi Day" demonstration event at the Warner Bros. studio in Los Angeles. It is expected that Tesla will announce its progress in autonomous driving and robotics technology. For Tesla CEO Musk, he faces a challenging task that day: to convince investors that Tesla is not just a car company.

In addition, a political action committee sponsored by Musk, the "American Political Action Committee," is launching a paid signature campaign. This action offers a $47 reward to anyone who successfully recommends swing state registered voters to sign petitions supporting the First and Second Amendments to the US Constitution, with no limit on the number of recommendations. Musk stated the goal is to obtain 1 million petition signatures.

The third.$Microsoft (MSFT.US)$Up 1.26%, with a trading volume of $7.952 billion. Brokerage Oppenheimer downgraded Microsoft's rating from "outperforming the market" to "synchronized with the market" on Tuesday, citing overly high revenue and EPS expectations. The firm pointed out that a recent artificial intelligence report indicates slow progress by businesses in adopting AI, with the associated revenue possibly proving disappointing.

Ranked fourth.$Apple (AAPL.US)$Up 1.84%, with a trading volume of $7.168 billion. Barclays analysts Tim Long and George Wang recently pointed out in their report that due to lower-than-expected demand, Apple may have reduced the production volume of the iPhone 16 series in the fourth quarter. Component procurement data suggests a potential reduction in orders for about 3 million units of the iPhone 16 series.

The sixth.$Super Micro Computer (SMCI.US)$Dropped by 5.01%, partially giving back the huge gain from Monday, with a volume of $4.851 billion. The company released its latest liquid cooling solution on Monday, and disclosed that it has deployed over 0.1 million liquid cooling solution GPUs in what it calls "some of the largest AI factories ever" every quarter. Super Micro Computer is the third largest customer of Nvidia, accounting for approximately 9% of its total revenue.

Ranked ninth.$Alibaba (BABA.US)$Fell by 6.67%, with a volume of $4.09 billion. On Tuesday, popular US-listed Chinese stocks generally declined, with the Nasdaq Golden Dragon China Index (HXC) dropping by 6.85%.

11th place$Alphabet-A (GOOGL.US)$Rising by 0.86%, trading at 3.78 billion USD. A federal judge in California, USA, ruled on the 7th requiring internet giant Google to completely rectify its mobile app business, opening up the Android operating system to industry competitors' app stores in order to provide users with more choices for downloading apps and payment channels.

In 2020, the game developer of 'Fortnite', Epic Games Company in the USA, filed an antitrust lawsuit against Google, which was accepted by the Northern District of California Federal Court located in San Francisco. In December last year, the jury supported the plaintiffs' claims, finding that Google's use of its app store 'Google Market' constituted illegal monopoly.

According to the ruling made by Judge James Donato on the 7th, for the next three years, Google may not force apps listed on 'Google Market' to use Google's payment system, must allow users to use other 'in-app payment methods', allow users to download other third-party app stores or platforms applicable to the Android system. In addition, Google cannot pay device manufacturers to pre-install the Google App Store on devices; nor can they provide funds or incentives to app developers in exchange for their programs being prioritized or exclusively released on 'Google Market'.

Ranked thirteenth.$PDD Holdings (PDD.US)$Falling by 5.38%, trading at 3.59 billion USD.

The 17th$Eli Lilly and Co (LLY.US)$The closing price rose by 1.71%, with a turnover of 2.012 billion USD. The Outsourcing Facilities Association, representing companies producing generic versions of Eli Lilly's weight loss drugs, filed a lawsuit against the Food and Drug Administration (FDA) in a federal court in Texas on Tuesday, alleging that the FDA's decision to remove Eli Lilly's drug from the list of scarce drugs was "arbitrary, capricious, and illegal."

The plaintiffs believe that the shortage of Eli Lilly's weight loss drug has not truly ended, and that the FDA's decision deprives patients of access to essential medication. They have requested the court to revoke or modify the FDA's decision. It is understood that Eli Lilly's weight loss drugs have been facing shortages since 2022, leading the FDA to allow pharmacies to produce and sell non-branded versions, usually at lower prices. However, the FDA recently announced that the shortage issue has been resolved, and compounding pharmacies are no longer widely permitted to replicate these drugs.

Ranking 20th$Taiwan Semiconductor (TSM.US)$The closing price increased by 0.83%, with a turnover of 1.925 billion USD. According to sources, AMD has reached an agreement with Taiwan Semiconductor to produce high-performance chips in the latter's new factory in Arizona. This will make AMD the second high-profile customer at the factory after Apple.

Editor/ping