Source: Global Market Report On Monday, the turnover of US stocks ranked first, closing up 0.75% with a turnover of $38.014 billion. Since the opening on June 10, Nvidia's stock has been trading at adjusted prices after the split. The overall value of Nvidia is not expected to change after the split, and the lower stock price will make it easier for investors to reach. In terms of product structure, the operating income of 10-30 billion yuan products is respectively 401/1288/60 million yuan.

The highest transaction amount in US stock market on Thursday.$NVIDIA (NVDA.US)$Dropping by 4.72%, with a turnover of 36.041 billion US dollars.

The European Union regulatory agency will assess nvidia's acquisition of the artificial intelligence startup Run:ai transaction, as this may threaten the competition in the markets of both companies. The regulatory agency stated that this transaction needs to be approved by the European Union. It is reported that nvidia may need to make concessions to ensure the transaction is approved.

The second.$Microsoft (MSFT.US)$Decreased by 6.05%, marking the largest single-day decline in two years, with a trading volume of 22.035 billion US dollars. Microsoft's asia vets business revenue in the current quarter reached 24.1 billion US dollars, a 20% year-on-year growth. Among them, Azure cloud computing platform and other cloud services revenue grew by 33%, slightly higher than Microsoft's earlier forecast. AI contributed about 12 percentage points to Azure's growth, higher than the 11 percentage points in the previous quarter.

Microsoft's total revenue for the first quarter of the 2025 fiscal year was $65.6 billion, a 16% year-on-year increase. Adjusted earnings per share were $3.3, a 10% year-on-year increase, both slightly higher than analysts' expectations.

Microsoft's capital expenditure in the current quarter increased by 5.3% year-on-year to $20 billion, reaching a record high. Microsoft's Executive Vice President and Chief Financial Officer, Amy Hood, said during the conference call that this "met expectations". Approximately half of the cloud and AI-related expenses continue to be used for long-term assets to support cash flows for the next 15 years and beyond, with the remaining expenses mainly used for servers including CPU and GPU.

UBS Group lowered Microsoft's target price from $510 to $500, while maintaining a buy rating.

The third.$Tesla (TSLA.US)$Decreased by 2.99%, with a trading volume of 16.799 billion US dollars. tesla CEO Musk held an online 'Million Dollar Lottery' event aimed at voters in swing states, which raised suspicions of 'vote-buying.' A prosecutor in Philadelphia, Pennsylvania, requested a local court to block the event. The court is scheduled to hold a hearing on October 31st and has summoned Musk and other parties to appear in court on that day.

Larry Krasner, a Democratic prosecutor in the Philadelphia area, filed a lawsuit with the Philadelphia County Common Pleas Court on the 28th, accusing Musk and his political action committee, the "American Political Action Committee", of holding an "illegal raffle", violating Pennsylvania regulations on prohibiting illegal raffles and deceiving consumers, and requesting a court order to stop the related activities.

费城县普通法院一名法官30日签发传票，要求马斯克等所有当事方必须在规定时间出现在法庭现场，法官将听取双方诉请。据报道，检察官克拉斯纳表示不排除发起刑事指控的可能，以保护公众不受“非法抽奖”和“干扰选举公正”行为之害。

Ranked fourth.$Meta Platforms (META.US)$Closing down 4.09%, with a turnover of 15.346 billion US dollars. Meta Platforms' total revenue in the third quarter reached 40.59 billion US dollars, a year-on-year growth of 19%, higher than analysts' expected 40.29 billion US dollars. Adjusted earnings per share were $6.03, also higher than the expected $5.25 per share. Advertising business remains its core revenue source, accounting for 98.3% of total revenue, reaching 39.89 billion US dollars.

Meta创始人兼CEO扎克伯格在电话会上表示，AI技术正参与到公司的广告、社交网络服务等核心业务中并加速变现。过去一个月内，有超百万广告商使用Meta的生成式AI工具，创建了超过15 million个广告。AI驱动的推送和视频推荐使Facebook用户使用时间增加了8%，Instagram用户使用时间增加6%。

该公司预测2025年资本支出将大幅增长。同时，2024年全年总支出将在96 billion美元至98 billion美元之间，区间上限较此前有所降低。全年资本支出预期的下限由37 billion美元上调至38 billion美元，上限仍为40 billion美元。

Ranked fifth, up 0.19%, trading at $6.813 billion. Wedbush Securities said that with the performance of companies like Microsoft and AMD, investors' concerns about the monetization of artificial intelligence by a few companies should be alleviated. He said that the performance of Microsoft and AMD 'further convinces us that the AI monetization era is here.' $Apple (AAPL.US)$ It fell by 1.82%, with a turnover of $14.561 billion. The company reported performance after Thursday's close: revenue of $94.93 billion for the fourth quarter, estimated at $94.36 billion.

The sixth.$Amazon (AMZN.US)$Fell by 3.28%, with a turnover of $14.089 billion. Amazon released its financial report after Thursday's close, with third-quarter net sales of $158.9 billion, analyst expectations of $157.29 billion; third-quarter earnings per share of $1.43, estimated at $1.16; third-quarter operating profit of $17.4 billion, estimated at $14.75 billion; third-quarter operating profit margin of 11%, estimated at 9.34%; third-quarter AWS net sales of $27.45 billion, estimated at $27.49 billion; projected third quarter net sales of $181.5 billion to $188.5 billion, analyst expectations of $186.36 billion; expected fourth-quarter operating profit of $16 billion to $20 billion, analyst expectations of $17.49 billion.

Ranked seventh. $Alphabet-A (GOOGL.US)$ Decreased by 1.92%, with a trading volume of 7.721 billion USD. On October 29th local time, a Russian court fined Google approximately $20,000,000,000,000 (35 digits) for closing Russian TV channel accounts on its platform YouTube, a number far exceeding the global GDP total (approximately $110 trillion USD in 2023, which is a 15-digit number).

The court ordered Google to restore the accounts of Russian national television broadcasting companies, Channel One, and the independent television channel Red Star TV, among other channels, or face fines from Russia.

However, it is widely believed in the industry that Google is unlikely to pay the fine, and the Russian Federation cannot recover the money from the company. Kremlin spokesperson Peskov also stated: "Although this is a specific number, I can't even read this number, but it is full of symbolism."

$Advanced Micro Devices (AMD.US)$ It fell by 3.05%, with a trading volume of $6.419 billion. At the AMD 2024 fiscal Q3 earnings conference held recently, CEO Su Zifeng confirmed that AMD is preparing to transition to the next generation Radeon GPU series based on RDNA 4 graphics architecture.

It is reported that the new generation Radeon graphics card will be launched in early 2025, with two main upgrades, including improved ray tracing performance and new AI features.

The 12th.$Uber Technologies (UBER.US)$It fell by 9.29%, with a trading volume of $4.586 billion. The company's third-quarter revenue and profit exceeded expectations, but the total order amount fell short of expectations.

According to the financial report, Uber's third-quarter revenue was 11.19 billion US dollars, a 20% year-on-year increase. Exceeding analysts' expectations of 10.98 billion US dollars; adjusted EBITDA (earnings before interest, taxes, depreciation, and amortization) was 1.69 billion US dollars, a 55% year-on-year increase, higher than analysts' expectations of 1.64 billion US dollars; operating profit reached 1.06 billion US dollars, setting a new historical high.

Ranked 14th.$Boeing (BA.US)$Fell 3.23%, with a turnover of $4.39 billion. Recently, a survey report released by the US Department of Defense showed that Boeing overcharged for parts when producing transport planes for the US Air Force. Among them, the price of a toilet soap dispenser was about 80 times higher than similar commodities on the market.

According to reports, the U.S. Department of Defense Inspector General's Office initiated a review based on a whistleblower's complaint to investigate whether the Air Force was purchasing C-17 transport plane parts at a 'fair and reasonable price'. The actual value of the parts under review is 4.3 million US dollars, the results showed that approximately 26% of the payment prices were unreasonable, with the Air Force overpaying by nearly 1 million US dollars for 12 different types of parts in the contract, equivalent to about 7.1 million yuan. In particular, the soap dispenser's price was 7943% higher compared to similar products on the market, with a total price close to 0.15 million US dollars. The report did not disclose the quantity of soap dispensers.

15th place.$Super Micro Computer (SMCI.US)$Fell 11.97%, with a turnover of $3.73 billion. TF International analyst Ming-Chi Kuo wrote: "In my experience, the resignation of an auditing firm is a serious signal, and the worst-case scenario of Super Micro Computer suspending or delisting is increasing. This will indirectly weaken Super Micro's competitiveness and pose a huge challenge to its survival, especially when its competitors are well-funded, resource-rich giants. Although Super Micro's influence in the AI server industry has weakened (they lag behind Foxconn and Quanta by 3-6 months in mass producing GB200), the company still maintains a solid AI server design and manufacturing capability. If my analysis is correct, the company's senior management team or directors may undergo significant adjustments. Further corporate integration is also possible, with AMD's acquisition of ZT Systems being a precedent."

16th place.$Trump Media & Technology (DJT.US)$The market closed down 11.72%, triggering a circuit breaker at one point during the trading session, with a transaction of 3.618 billion US dollars. Trump and his allies told supporters on Thursday that they will win big unless there is fraud, setting the stage for anger and legal challenges in case the election results are unfavorable to the Republican Party.

Ranked 18th in the second-hand car trading electronic platform$Carvana (CVNA.US)$The market closed up 19.29%, with a transaction of 3.353 billion US dollars. The company's operating income for the third quarter was 3.66 billion US dollars, higher than the estimated 3.45 billion US dollars. Earnings per share were 64 cents, higher than the estimated 17 cents. The company sold 108,651 cars in the third quarter, a 34% year-on-year increase. The gross profit per unit was 7,427 US dollars, an increase of 1,475 US dollars compared to the same period last year.

Carvana expects retail vehicle sales to increase year-on-year in the fourth quarter. The company also expects full-year adjusted EBITDA to exceed the upper end of the previous guidance range at 1 to 1.2 billion dollars.

Editor / jayden