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.$NVIDIA (NVDA.US)$Rose by 0.89%, trading at 42.492 billion US dollars. According to The Information, with the soaring demand for ai chips, Nvidia and Taiwan Semiconductor, the chip allies, are facing increasing performance pressure on their collaborative partnership due to production issues arising after the recent delay in Nvidia's new Blackwell chip production.

According to two insiders, within weeks of Nvidia's release of the Blackwell chip, Nvidia engineers found faults in the chip during testing in common high-voltage environments in datacenters, with some issues possibly stemming from defects in the chip's design.

Ranked 2nd $Taiwan Semiconductor (TSM.US)$ The stock price rose by 9.79%, reaching a historical high, with a turnover of $12.948 billion and a market cap exceeding $1 trillion. Taiwan Semiconductor's performance in the third quarter far exceeded market expectations, demonstrating strong AI demand.

Specifically, the company's net income in the third quarter reached 325.3 billion New Taiwan Dollars, a year-on-year increase of 54%, an increase of 31.2% from the second quarter, surpassing the market's expected 299.3 billion New Taiwan Dollars; the third-quarter consolidated revenue was 759.7 billion New Taiwan Dollars, a 39% year-on-year increase, an increase of 12.8% over the second quarter, exceeding the estimated 751 billion New Taiwan Dollars. Earnings per share were 12.54 New Taiwan Dollars, a 54.2% year-on-year increase.

In terms of performance guidance, Taiwan Semiconductor expects fourth-quarter sales to be $26.1 billion to $26.9 billion, exceeding the market's estimated $24.94 billion; the gross margin is projected to be 57% to 59% in the fourth quarter, compared to the market estimate of 54.7%; in US dollars, Taiwan Semiconductor expects a nearly 30% increase in full-year sales for 2024, significantly higher than the previously estimated around 20% highest growth rate. Taiwan Semiconductor stated that the capital expenditure for 2024 is expected to be slightly higher than $30 billion, and 2025 capital expenditure is likely to be higher than 2024.

Taiwan Semiconductor's Chairman, Wei Zhejia, emphasized publicly on Thursday: "Artificial intelligence is a real existence," indicating that the demand for artificial intelligence is just beginning, and it is expected that business in the fourth quarter will continue to be supported by robust demand for cutting-edge process technology.

The third.$Tesla (TSLA.US)$The stock fell by 0.20%, with a turnover of $11.168 billion. According to media reports citing sources, the EU has warned the world's richest man, Musk, who owns the social media company X, that when calculating fines for the X platform, the income of Musk's other companies, such as SpaceX, may also be included, meaning that the amount of the fine will increase significantly.

As one of the most famous serial entrepreneurs globally, Musk owns several star companies, including the top-tier electric car giant Tesla and SpaceX, as well as brain-computer interface company Neuralink, AI company XAI, and the underground tunnel company The Boring Company. He also acquired the X platform (then known as Twitter) in October 2022.

In July of this year, the European Commission preliminarily determined that X violated the Digital Services Act (DSA). According to the law, if online platforms fail to address illegal content and misinformation issues, or fail to comply with transparency requirements, the EU can impose fines on the platform of up to 6% of its global annual revenue.

The sixth.$Netflix (NFLX.US)$Dropping by 2.04%, trading at 6.161 billion US dollars. The company released its financial report after Thursday's close, with an EPS of $5.40 for the third quarter, exceeding analysts' expectations of $5.12. Net additions to streaming paid subscribers in the third quarter were 5.07 million, surpassing analysts' expectations of 4.52 million. Net additions of streaming paid subscribers in the United States and Canada (UCAN) in the third quarter were 0.69 million, slightly higher than analysts' expectation of 0.696658 million. Net additions of streaming paid subscribers in the Asia-Pacific region in the third quarter were 2.28 million, exceeding analysts' expectations of 1.56 million. The end of third-quarter total streaming paid subscriber memberships reached 0.28272 billion, slightly higher than analysts' expected 0.28192 billion. Third-quarter sales increased by 15% to $9.83 billion. Full-year revenue is expected to grow by 15%, slightly higher than analysts' expectation of 14.9%, compared to the company's previous forecast of 14%-15%. Full-year operating profit margin is expected to be 27%, higher than analysts' expectation of 25.9%, surpassing the company's original forecast of 26%. Full-year free cash flow (FCF) is projected to be $6 billion-6.5 billion, exceeding analysts' expectation of $6.38 billion, compared to the company's previous estimate of around $6 billion. Fourth-quarter EPS is expected to be $4.23, higher than analysts' expectation of $3.90. Fourth-quarter revenue is expected to be $10.13 billion, slightly higher than analysts' expectation of $10.05 billion. Projected revenue for fiscal year 2025 is $43 billion-44 billion, slightly exceeding analysts' expectation of $43.4 billion. Projected operating profit margin for fiscal year 2025 is 28%, higher than analysts' expectation of 27.9%.

The eighth.$ASML Holding (ASML.US)$Rising by 2.50%, temporarily halting the continuous downtrend of the past few trading days, the stock price rebounded above $700, with a transaction volume of $4.986 billion. Taiwan Semiconductor Corporation announced a 54% quarterly profit growth on Thursday, exceeding expectations, and its performance helped offset the negative impact of asml holding's downward 2025 guidance revision.

11th place$Broadcom (AVGO.US)$The rise was 2.66%, with a turnover of $4.605 billion. Earlier, there were reports that Broadcom had evaluated a potential bid for Intel, but sources familiar with the matter said that Broadcom did not make a takeover offer to Intel during the evaluation.

Ranked 12th among medical insurance companies in the usa$Elevance Health (ELV.US)$The fall was 10.59%, with a turnover of $3.552 billion. The company reported a net income of $1.01 billion, or $4.36 per share, for the third quarter ending September 30, compared to $1.3 billion, or $5.45 per share, in the same period last year. Adjusted earnings were $8.37, lower than the analysts' expected $9.66 per share. This quarter's revenue increased by $1.8 billion compared to the same period last year, reaching $13.8 billion, driven by the growth in Carelon services and CarelonRx product revenue. Elevance stated that medical membership decreased by 1.5 million to approximately 45.8 million due to requalification and downsizing related to Medicaid business adjustments in certain states.

Elevance Health exceeded expectations for revenue in the most recent quarter but highlighted challenges related to Medicaid, including lower medical membership numbers and timing issues that could impact its performance in 2024.

13th place. $Alphabet-A (GOOGL.US)$ Dropped by 1.35%, with a turnover of $3.507 billion. Reports on Thursday indicated that a senior executive responsible for Google's search and advertising business has resigned. Currently, Google's digital advertising business is under antitrust investigation, with the US Department of Justice gathering evidence to try to prove that Google is illegally monopolizing its dominant position in the advertising technology field, preventing publishers and advertisers from using other tools, and improperly harming its competitors' quotes.

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. $Micron Technology (MU.US)$ Rose by 2.57%, with a turnover of $2.986 billion. Micron Technology announced on Wednesday the launch of a new category of memory modules, including CUDIMM and CSODIMM, which have already been shipped in bulk. The new products comply with JEDEC Solid State Storage Association standards, with a data transfer rate of 6400MT/s, a 15% speed increase compared to traditional DDR5.

Ranking 20th$Uber Technologies (UBER.US)$Fell by 2.44%, with a turnover of $2.196 billion. Since this Monday, the stock has dropped for four consecutive trading days. According to sources on Thursday, Uber has been in discussions with advisors in recent months regarding a potential acquisition.$Expedia (EXPE.US)$Consider the idea and evaluate whether this transaction is feasible.

One source said that one of Uber's key discussions is the role Uber's current CEO Dara Khosrowshahi should play in this deal. Khosrowshahi was CEO of Expedia from 2005 to 2017 and is currently a non-executive director of Expedia's board of directors.

If this nearly $20 billion travel website acquisition is successful, it would be Uber's largest trade. However, sources caution that Uber's interest in acquiring Expedia is still in a very early stage, no formal contact has been made with Expedia yet, and no related discussions have taken place, so this acquisition may not materialize.

Editor/Jeffy