On Friday, the US stock market had the highest trading volume. The stock fell by 0.09%, with a turnover of USD 49.5 billion. The stock has risen more than 10% this week. According to media reports, the US federal regulatory agency has reached an agreement to allow antitrust investigations into Microsoft, OpenAI, and Nvidia's dominant position in the AI industry.$NVIDIA (NVDA.US)$Up 0.78% with a turnover of $24.318 billion. According to media reports on Friday, Ubitus K.K, a cloud service company supported by Nvidia, plans to establish a new datacenter in Japan, emphasizing the necessity for the new data center to be near a nuclear power plant.

CEO Wesley Kuo of Ubitus mentioned in an interview that the company is considering purchasing land in Kyoto, Shimane, or Kyushu Island because these areas have abundant nuclear energy resources. Kuo believes that despite controversies, nuclear energy remains the most competitive energy choice in terms of cost and supply scale, especially for the ai field requiring continuous, high-capacity electrical power supply.

The second-largest streaming giant$Netflix (NFLX.US)$Closed sharply up 11.09%, reaching a historical new high in stock price with a turnover of $12.071 billion. The company reported profits and revenues for the third quarter higher than market expectations, stating that advertising membership had increased by 35% compared to the previous quarter.

The third.$Tesla (TSLA.US)$Declined by 0.09%, with a turnover of 10.964 billion US dollars. On October 18, the US National Highway Traffic Safety Administration's Office of Defects Investigation announced an investigation into Tesla's Fully Autonomous Driving (FSD) feature. The investigation involves over 2.4 million Tesla vehicles, including model years 2016-2024 for Model X and Model S, 2017-2024 for Model 3, and 2020-2024 for Model Y.

Previously reported incidents stated that Tesla vehicles with the FSD feature were involved in four collisions under low visibility conditions, including one fatal accident. The preliminary investigation will cover 2.4 million Tesla vehicles.

The fourth most traded stock rose 1.72%, with a transaction volume of $9.743 billion. According to sources, a department of the Competition Commission of India (CCI) has launched a preliminary investigation into Apple this year, finding that Apple has had a significant impact on consumers in providing digital products and services. The focus of the investigation is that Apple is suspected of abusing its dominant position in the app market, forcing developers to use its proprietary in-app purchase system, which costs up to 30%. $Apple (AAPL.US)$ Increased by 1.23%, with a turnover of 10.921 billion US dollars. A recent report from Wade Bush Securities highlighted that sales of Apple's iPhone 16 in the first three weeks in China increased by 20% year-on-year, indicating a revival in Apple's growth momentum.

Analyst Dan Ives from the bank emphasized in a client report that particularly the high-end Pro and Pro Max models saw a 44% year-on-year sales increase compared to last year's iPhone 15. This trend aligns with his recent industry analysis and supply chain checks during his trip to Asia. Ives predicts that propelled by the iPhone 16-led artificial intelligence super-cycle, Apple's iPhone sales in the Chinese market will experience a strong rebound in the coming year. Ives maintains an 'outperform' rating on Apple's stock and has set a target price of $300.

The sixth.$Amazon (AMZN.US)$Up 0.78%, with a turnover of 7.077 billion US dollars. AWS, owned by Amazon, said that the new system equipped with Nvidia Blackwell chips may not be launched until early next year, later than originally expected.

Nvidia launched a new generation processor in March this year, stating that partners like Amazon will have products based on Blackwell ready by the end of 2024. However, due to Nvidia's chip redesign, Amazon is still waiting to deploy a large number of these chips in its data centers.

The seventh.$MicroStrategy (MSTR.US)$Up 11.60%, with a turnover of 4.814 billion US dollars. Cryptocurrency concept stocks in the US stock market generally rose on Friday before.$Bitcoin (BTC.CC)$Breaking through $68,000, there is an 8% difference from the all-time high of $73,777.

Ranked ninth.$Taiwan Semiconductor (TSM.US)$Closed down 2.46%, partially retracing the huge gains on Thursday, with a trading volume of $4.257 billion. After Taiwan Semiconductor announced strong performance, brokerage Needham raised its target price from $210 to $225 on Friday.

Rank 10 $Advanced Micro Devices (AMD.US)$ Closed down 0.18%, with a trading volume of $3.726 billion. Earlier, AMD announced the launch of a new AI chip - Instinct MI325X, officially challenging the leader in the datacenter market, Nvidia (next-gen Blackwell chip). The Instinct MI325X launched by the company is considered a direct competitor to Nvidia's Blackwell, and the two companies will have a fierce market competition.

Ranked twelfth, down 0.84%, trading at $2.587 billion. Huafu Securities released a research report stating that according to the recently announced Google antitrust judgment, Google pays Apple to become the default search engine for Safari browsers. $Alphabet-A (GOOGL.US)$ Closing up by 0.30%, with a turnover of $3.234 billion. Following Google's merger of the Google Brain and DeepMind AI labs in April this year, the Google AI team's structure is being adjusted again.

On October 17th, local time, Google officially released an open letter written by Google CEO Sundar Pichai, mentioning the merger of the Gemini App team into Google DeepMind to further integrate the AI team. The assistant team focusing on home products will be merged into the platform and device department.

At the same time, Prabhakar Raghavan, senior vice president responsible for search, ads, and other key businesses, will transition to Chief Technology Officer, while Nick Fox will take over the position of search and ads director.

Ranked 14th.$Coinbase (COIN.US)$ Closing up by 7.84%, with a turnover of $2.93 billion.

Ranked as the 16th largest chain drugstore in the USA.$CVS Health (CVS.US)$Fell by 5.23%, with a turnover of 2.488 billion US dollars. The company appointed a new CEO on Friday, with David- Joiner, a longtime executive at CVS Health, replacing Karen-Lynch.

CVS Health also withdrew its profit forecast for 2024 and advised investors not to rely on the full-year guidance provided in August, citing increased medical cost pressures. The stock price has fallen by nearly 20% so far this year, and plummeted significantly after the announcement.

Prior to this personnel change, the company had experienced a particularly challenging year, with a sharp drop in stock price, weak growth, investor pressure, and a series of other issues.

Ranked 19th.$Alibaba (BABA.US)$Rose by 2.36%, with a turnover of 2.13 billion US dollars. According to media reports on Friday, JPMorgan increased its shareholding in Alibaba by over 5 billion yuan in a single day. On the evening of October 18, the Hong Kong Stock Exchange disclosed data indicating that JPMorgan increased its holdings of Alibaba-SW (09988) by approximately 56.36 million shares on October 14, with an average price of 105.0870 Hong Kong dollars, involving about 5.922 billion Hong Kong dollars (about 5.4 billion yuan). The number of shares held after the increase is 1.551 billion shares, and the shareholding ratio has increased from 7.80% to 8.09%.

Editor/Somer