On Wednesday, the trading volume of US stocks ranked first. $NVIDIA (NVDA.US)$ Nvidia rose by 3.48%, with a transaction volume of 33.127 billion dollars. Nvidia signed a partnership with Thai technology company SIAM.AI on Wednesday to help build the country's first "sovereign cloud."

Nvidia CEO Jensen Huang announced this deal during his visit to Bangkok, and he also stated that the company would support the development of ai in Thailand.

The EU antitrust regulator is reviewing nvidia's acquisition of Run:ai for 0.7 billion dollars, while also inquiring whether nvidia customers receive discounts when purchasing the company's graphics processing unit (GPU) software products alongside hardware.

Reportedly, the EU regulator is concerned about potential practices that could strengthen nvidia's control over GPUs. Nvidia holds nearly 84% of the market share in the GPU sector, far ahead of competitors intel and AMD.

2nd place $Tesla (TSLA.US)$ Increased by 1.85%, with a transaction volume of 17.895 billion dollars. Recently, the China Electric Vehicle Fire Safety Index (C-EVFI) announced the "5-star models." Among them, the Tesla Model 3 rear-wheel-drive version completed the fire index test, achieving a five-star performance across four dimensions: safety prompt, emergency rescue, fire protection, and data linkage, earning an overall five-star certification.

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. $MicroStrategy (MSTR.US)$ Increased by 8.72%, with a transaction volume of 11.44 billion dollars. Microstrategy increased its shareholding of 15,400 bitcoins at an average price of 95,976 dollars each between November 25 and December 1, totaling an investment of approximately 1.5 billion dollars, further consolidating its position as the largest corporate holder of bitcoin globally. The company raised funds by selling stocks and plans to raise 42 billion dollars over the next three years to purchase bitcoin. As of December 1, Microstrategy holds a total of 402,100 bitcoins, with a total value exceeding 38 billion dollars, and an average purchase cost of 58,263 dollars per bitcoin.

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%. $Microsoft (MSFT.US)$ Increased by 1.44%, with a transaction volume of 11.357 billion dollars. According to sources, the Federal Trade Commission (FTC) of the USA is intensifying its comprehensive antitrust investigation into Microsoft, focusing on Microsoft's ongoing collaborative relationship with OpenAI, the maker of ChatGPT.

The deal between microsoft and OpenAI grants the former exclusive rights to run OpenAI's large models on its cloud server and allows microsoft to share in OpenAI's revenue.

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.' $Apple (AAPL.US)$ Rose by 0.15%, with a transaction value of 10.776 billion dollars. Apple CEO Cook stated on Wednesday that the issue of charging for Apple Intelligence has never been considered. Previously, Mark Gurman mentioned on a podcast that apple might follow the model of iCloud+ subscription and offer some AI features as paid services, with their long-term plan possibly being to launch a product similar to "Apple Intelligence+".

Additionally, at the annual AWS re:Invent conference held on Tuesday, apple revealed its use of amazon's proprietary chips. Benoit Dupin, Senior Director of Machine Learning and AI at apple, took the stage to discuss how apple utilizes cloud computing service, stating that apple is considering using amazon's AI chips for pre-training its proprietary models.

Ranked sixth, up 1.86%, trading at $5.412 billion. Recently, a heavy news has emerged in the field of cybersecurity research. A major security vulnerability lasting for decades has been found in AMD processors, named 'Sinkclose' by the security company IOActive. This vulnerability is deeply hidden in the firmware of the chip and may allow malware to deeply infect computer memory, posing a serious threat to system security. $Amazon (AMZN.US)$ Rose by 2.21%, with a transaction value of 10.623 billion dollars. On December 3, local time, amazon announced a series of new AI products at the annual AWS (amazon Web Services) conference, including the newly developed Amazon nova series large models and its first AI training chip, Tranium3, made using a 3-nanometer process node.

$Salesforce (CRM.US)$ Increased by 10.99%, with a transaction of 8.985 billion USD. The company's adjusted eps for the third fiscal quarter was 2.41 USD, below the analyst's expectation of 2.44 USD per share; the company indicated that this was primarily affected by strategic investments, resulting in a loss of 18 cents per share.

The revenue for the third fiscal quarter was 9.44 billion USD, exceeding FactSet's consensus expectation of 9.35 billion USD. Adjusted operating margin grew by 1.9 percentage points to 33.1%; operating cash flow was 1.98 billion USD, a 29% increase compared to the same period last year.

Looking ahead, salesforce expects this quarter's revenue to be between 9.9 billion USD and 10.1 billion USD, above the consensus expectation of 10.05 billion USD; the full-year operating cash flow growth expectation has been raised to between 24% and 26%, while the previous target was 23% to 25%; revenue in the 2025 fiscal year is expected to be between 37.8 billion USD and 38 billion USD, compared to the previous projection of 37.7 billion USD to 38 billion USD.

Rank 9. $Marvell Technology (MRVL.US)$ Increased by 23.19%, with a transaction of 6.987 billion USD. Marvell technology's third fiscal quarter results exceeded market expectations and released an optimistic earnings forecast. The financial report showed that the third-quarter revenue of the company was 1.52 billion USD, a year-on-year increase of 6.84%, exceeding the general analyst expectation of 1.46 billion USD; eps was 0.43 USD, adjusted eps was also 0.43 USD, which was also higher than the analyst's expectation of 0.41 USD. Among them, the datacenter department performed particularly well, with revenue increasing by 98% compared to the same period last year, reaching 1.1 billion USD.

In terms of business, Marvell Technology's enterprise networking and carrier infrastructure segments saw a decline in revenue, falling by 44% and 73% respectively, to 0.1509 billion dollars and 84.7 million dollars. However, the strong performance of the datacenter segment became the main driver of the company's revenue growth.

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. $Alphabet-A (GOOGL.US)$ Increased by 1.77%, with a transaction volume of 5.484 billion dollars. Google Cloud announced on Wednesday that it has collaborated with Air France-KLM to deploy generative ai technology on the data of this airline group.

Google Cloud stated in a statement that the French-Dutch airline group, with 551 operational aircraft, transported 93 million passengers in 2023, generating a vast amount of data from its commercial and cargo flights. Google Cloud's ai solutions will utilize this data to analyze passenger preferences and travel patterns, as well as predict aircraft maintenance.

13th place. $Coinbase (COIN.US)$ Increased by 6.98%, with a transaction volume of 5.076 billion dollars. Goldman Sachs analysts raised the target price for Coinbase from 183 dollars to 397 dollars on Wednesday, maintaining a 'neutral' rating.

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. $Advanced Micro Devices (AMD.US)$ Increased by 1.42%, with a transaction volume of 3.699 billion USD. AMD officially announced that it will participate in CES 2025 on January 6, 2025, and hold a press conference to showcase "next-generation innovations in the gaming field."

19th place $UnitedHealth (UNH.US)$ Increased by 0.92%, with a transaction volume of 2.532 billion USD. On Wednesday morning, December 4, 2024, in eastern usa time, Brian Thompson, CEO of unitedhealth group’s insurance division, was shot dead in downtown Manhattan.

Unitedhealth group immediately canceled its investor day event. The insurance company under unitedhealth group, led by Thompson, is the largest private health insurance company in the usa.

According to an informed source, police believe the shooting was a targeted attack and are investigating, believing the perpetrator may have used a silencer. According to police, the suspect is described as a white male wearing a ski mask and carrying a backpack.

Editor/rice