Top 1 in US stock trading volume on Friday$NVIDIA (NVDA.US)$Closed down 2.21%, with a turnover of 29.38 billion US dollars.
Reports indicate that Samsung and SK Hynix are facing capacity and yield issues with HBM4, which may prompt NVIDIA to relax its requirements. Although Samsung has taken the lead in mass-producing HBM4, its 1c DRAM yield is only 60%, with a monthly production capacity of just 60,000 to 70,000 wafers; SK Hynix's initial product reliability testing may struggle to reach 11Gbps. Industry insiders expect NVIDIA may procure sub-premium products such as those running at 10.6Gbps, relaxing yield requirements to stabilize the supply chain.
In addition, analysts emphasized that while large platforms digest expenditures, NVIDIA,$Taiwan Semiconductor (TSM.US)$and$Applied Digital (APLD.US)$will be among the beneficiaries of hyperscale companies increasing their AI capital expenditures.
Second place$Tesla (TSLA.US)$Closed up 0.09%, with a turnover of 21.271 billion US dollars.
The latest developments show that after Elon Musk announced SpaceX’s acquisition of xAI to “merge into one,” the banks dealing with him are exploring a potential financing plan aimed at reducing the high interest costs he has accumulated in recent years.
Data shows that Musk accumulated nearly $18 billion in debt when acquiring the social media platform Twitter (now renamed 'X') and establishing artificial intelligence company xAI (which now holds X).
Sources familiar with the matter revealed that banks are planning a financing deal, which is expected to ease Musk’s debt burden later this year, prior to a possible IPO of SpaceX. It should be noted that this potential transaction has not yet been finalized.
Third place$SanDisk (SNDK.US)$Closed down 0.59%, with a turnover of 14.663 billion US dollars.
This stock surged 4.78% this week, marking its ninth consecutive weekly gain. The company recently officially launched an innovative open-source tool called SPRandom (SandiskPseudo-Random), which uses a pseudo-random preprocessing method deeply integrated with the I/O benchmarking tool fio. This tool helps address the time-consuming preprocessing challenges in enterprise-level SSD benchmarking, compressing the preprocessing time for ultra-large capacity SSDs from days or weeks to just hours. It redefines the industry paradigm for enterprise-level SSD testing and injects new momentum into the technical upgrade of the entire industry.
Rank 4 $Apple (AAPL.US)$ Closed down 2.27%, with a turnover of 14.183 billion US dollars.
According to Reuters, the U.S. Court of Appeals for the Federal Circuit on Friday dismissed a lawsuit by Apple, Google, Intel, Cisco, and Edwards Lifesciences against a regulation issued by the United States Patent and Trademark Office (USPTO). This regulation reduces the number of reviews conducted by the office regarding the validity of patents.
Ranking 8th $Alphabet-A (GOOGL.US)$ Closed down 1.06%, with a turnover of 11.694 billion US dollars.
10th place$Palantir (PLTR.US)$Closed 1.77% higher with a turnover of $6.451 billion.
The stock fell 3.3% this week, marking its fifth consecutive weekly decline. Palantir recently announced that it had received a significant authorization from the US Defense Information Systems Agency (DISA). Meanwhile, renowned investor Michael Burry expressed cautious views on the stock.
According to an official company announcement, DISA has approved the extension of temporary authorization for its federal cloud services ForwardLevel5 and ImpactLevel6 to local and edge deployment scenarios. This means that Palantir's technology stack – including core products such as its artificial intelligence platform – can now operate locally and at the edge on any hardware.
This move grants the US government 'hardware-agnostic' selection flexibility, enabling it to deploy multi-vendor architectures for mission-critical operations.
“Future combat requires software capabilities everywhere – from enterprise data centers to tactical edges,” said Akash Jain, President and Chief Technology Officer of Palantir’s US government business. “PFCSForward fulfills this promise with hardware-agnostic authorization, ensuring mission-critical capabilities are deployed with the survivability and resilience that warfighters need.”
13th place$Applied Materials (AMAT.US)$Closed 8.08% higher with a turnover of $5.648 billion.
Despite a slight year-on-year revenue decline of 2% to $7.01 billion in the first quarter of fiscal 2026, the drop was much smaller than the company’s previous forecast and significantly outperformed the Wall Street analysts’ average estimate of approximately $6.86 billion. Earnings per share for the first quarter under Non-GAAP standards were $2.38, surpassing the Wall Street average expectation of $2.21.
Analysts noted that it is worth mentioning that Applied Materials provided an unexpectedly robust revenue forecast range, indicating that demand for artificial intelligence and memory semiconductors is significantly driving leading chip manufacturers like Taiwan Semiconductor to accelerate procurement of high-end semiconductor manufacturing equipment.
Applied Materials forecasts that revenue for the second quarter of fiscal 2026 will be approximately $7.65 billion, with a fluctuation range of about $500 million. In contrast, Wall Street analysts’ average revenue forecast for Applied Materials for this quarter (ending in April this year) is $7.03 billion. Reportedly, as capacity expansions for 3nm and below advanced process AI chips, CoWoS/3D advanced packaging, and DRAM/NAND memory chips have accelerated significantly, analysts have continuously raised their revenue expectations for Applied Materials since the beginning of this year.
14th place$Coinbase (COIN.US)$Closed 16.64% higher with a turnover of $5.212 billion.
Most cryptocurrency-related stocks in the US market rose on Friday. However, the stock fell 0.48% this week, marking its fourth consecutive weekly decline.
18th place$Applovin (APP.US)$Closed up 6.44%, with a turnover of $3.429 billion.
AppLovin delivered strong performance in the fourth quarter of last year, with revenue increasing by 66% year-over-year to $1.66 billion, surpassing analysts' expectations of $1.6 billion. Adjusted EBITDA grew by 82% year-over-year to $1.4 billion, reflecting an EBITDA margin of 84%. Earnings per share reached $3.24, exceeding the expected $2.95. Looking ahead to the first quarter of this year, the company anticipates revenue to range between $1.745 billion and $1.775 billion, while maintaining its EBITDA margin at a high of 84%.
Adam Foroughi, Co-founder and CEO of AppLovin, strongly responded that market sentiment is disconnected from reality. He emphasized that the content explosion driven by AI will make the company's traffic distribution capabilities even more scarce and noted that increased bidding density has instead boosted platform revenue.
Morgan Stanley maintained an 'Overweight' rating but lowered its target price from $800 to $720.
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Editor/Stephen
