On Friday, the stock market's top trading volume was NVIDIA, rising 3.06%, with a transaction of 40.922 billion dollars; the second was NVIDIA, rising 3.12%, with a transaction of 27.646 billion dollars; the third was Apple, rising 0.75%, with a transaction of 15.784 billion dollars.
On Friday, the US stock market reported the highest trading volume. $Tesla (TSLA.US)$ Increased by 3.06%, with a transaction amount of 40.922 billion US dollars. Recently, it was reported that there are plans to halt part of the production lines at the Shanghai factory for about three weeks during the Lunar New Year to update equipment and prepare for the production of the new Model Y. The affected Model Y production lines are expected to stop operations from January 22 to February 14, while another line producing Model 3 will halt from January 26 to February 3.
However, internal staff at Tesla China told the media they had "not heard of such a matter" and stated that they would look into it.
Second place. $NVIDIA (NVDA.US)$ Increased by 3.12%, with a transaction amount of 27.646 billion US dollars. It is reported that NVIDIA is accelerating its layout in the industrial AI ecosystem. Following the launch of the Virtual Reality and simulation platform Omniverse, and the recent release of the Omniverse Blueprint framework Mega for managing robotic fleets, this chip giant has begun to expand its influence in the field by investing in Digital Twin startups.
3rd place $Apple (AAPL.US)$ It rose by 0.75%, with a transaction volume of 15.784 billion USD. Recently, Apple temporarily removed its newly launched AI news notification feature due to issues with misleading news headlines. According to reports, on January 16, local time, Apple temporarily halted the notification summary feature for news and entertainment applications supported by Apple Intelligence in the latest iOS 18.3 developer beta. This feature had previously been criticized for inaccurately summarizing news content from multiple media outlets.
Ranked 4th.$Microsoft (MSFT.US)$It rose by 1.02%, with a transaction volume of 11.282 billion USD. The Federal Trade Commission (FTC) in the USA stated on Friday that Microsoft's significant investment in OpenAI raises antitrust concerns. The agency released a research report on the partnerships between large tech companies and the AI industry, indicating scrutiny of collaborations between major tech firms and AI companies.
The FTC report suggests that the partnership between Microsoft and OpenAI heightens antitrust concerns. The FTC has already inquired about significant tech AI investments in 2024.
Microsoft's Chairman and CEO Nadella recently conveyed an important message to employees: Microsoft is forming a brand new AI development team called 'CoreAI–Platform and Tools'. This move marks a significant step for Microsoft in strengthening its AI application capabilities.
6th place.$Amazon (AMZN.US)$Closed up 2.39%, with a transaction volume of 9.55 billion USD. On Friday (January 17), Amazon confirmed it would lay off about 200 employees in its North America store division, also known as the core Retail Trade business. Reportedly, this operation involves private labels, Prime membership programs, and Consumer goods business. An Amazon spokesperson stated that the layoffs mainly affect the Outfits and fitness sectors, and the group will do its best to assist them in transitioning; the optimized departmental structure will better serve Consumers.
7th place.$MicroStrategy (MSTR.US)$Closed up 8.04%, with a transaction volume of 9.536 billion USD. On Friday,$Bitcoin (BTC.CC)$Concept stocks rose. In terms of news, Bitcoin saw an intraday increase of 5.0%, priced at 102,680 USD.
Rank 9 $Alphabet-A (GOOGL.US)$ Increased by 1.60%, with a transaction of 5.435 billion dollars. According to media reports on Friday, Alphabet-A has informed the EU that it will not comply with the upcoming fact-checking law. Alphabet-A stated that it will not add fact-checking content to search results or YouTube videos, nor will it use fact-checking data to rank or remove content.
10th place.$Taiwan Semiconductor (TSM.US)$Decreased by 1.53%, with a transaction of 4.603 billion dollars. Taiwan Semiconductor's net income for the fiscal year 2024 is 36.53 billion dollars, an increase of 35.80% year-on-year; its revenue is 90.116 billion dollars, an increase of 29.94% year-on-year.
From the balance sheet perspective, Taiwan Semiconductor has total liabilities of 72.24 billion dollars, including short-term debts of 1.826 billion dollars, a debt-to-asset ratio of 0.01, and a current ratio of 2.45.
Taiwan Semiconductor's Chairman and CEO Wei Zhejia stated that due to compliance issues, domestic construction rules in the USA, and several licensing requirements, Taiwan Semiconductor's new factory in the USA is unlikely to adopt the latest chip technology before its plants in Taiwan.
Wei Zhejia pointed out that the time to establish a new factory in Arizona is about twice that of Taiwan. "Every step requires a permit, and after the permit is approved, the required time is at least double that of Taiwan," he noted, highlighting the challenges posed by the USA's aim to strengthen domestic chip manufacturing capabilities, making it difficult for Taiwan Semiconductor's latest technology to be used in the USA before Taiwan.
The 13th. $Advanced Micro Devices (AMD.US)$ It rose by 2.55%, with a transaction volume of 4.34 billion USD. Wolfe Research Analyst Chris Caso downgraded AMD's stock rating from 'Buy' to 'Equal Weight', stating that the company may be losing its competitive edge.
14th place.$Eli Lilly and Co (LLY.US)$It fell by 4.21%, with a transaction volume of 4.093 billion USD. Brokerage TD Cowen lowered Eli Lilly's target price from 1050 USD to 900 USD while maintaining a 'Buy' rating.
17th.$Intel (INTC.US)$ Increased by 9.25%, with a transaction volume of 3.542 billion USD. Reports on Friday indicated that this troubled chip manufacturer has become a target for acquisition.
SemiAccurate, a newsletter focused on Technology founded by Charlie Demerjian, stated it learned from an email that "a company is attempting to acquire Intel entirely," and that "this mysterious company has the resources to achieve this goal." The report did not specify the identity of the company interested in acquiring Intel.
SemiAccurate emphasized that this unnamed company is seeking to directly acquire "the whole" Intel, rather than a specific department of Intel. The report mentioned that there are no rumors in the market regarding this mysterious buyer—if this is also true, it would exclude$Broadcom (AVGO.US)$and$Qualcomm (QCOM.US)$from consideration.

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