Source: Global Market Broadcast

On Thursday, the top trading volume in U.S. stocks. $NVIDIA (NVDA.US)$ It closed down 0.14% with a trading volume of 34.624 billion USD. NVIDIA announced on Thursday a partnership with Microsoft to provide neural shading support in the April preview of Microsoft's DirectX, allowing developers to access the AI tensor cores in NVIDIA GeForce RTX graphics processors to accelerate neural networks in the game graphics pipeline.

Additionally, it was reported that insiders said on Thursday the UAE hopes to reduce the difficulty of acquiring American technology and is discussing investment matters in the USA. The UAE's main consideration is to be able to purchase cutting-edge chips from companies like NVIDIA to achieve the goal of becoming one of the main forces in AI development in the Gulf region.

Second place. $Tesla (TSLA.US)$ The stock dropped by 2.99%, with a trading volume of 27.355 billion USD. The stock has fallen over 8% this week. Tesla warned that the trade war with the USA president Trump could make it a target for retaliatory tariffs imposed by the USA and increase the cost of manufacturing Autos in the USA.

In an unsigned letter to the US Trade Representative Jamison Greer, Tesla stated that it "supports" fair trade but warned that "when other countries respond to the USA's trade actions, American exporters will be disproportionately affected."

In a letter dated March 11, Tesla wrote: "For example, past trade actions by the USA have caused target countries to react immediately, including increasing tariffs on electric vehicles imported to those countries." The letter emphasized that even Tesla, led by Trump's close ally Musk, is concerned about the potential impacts of widespread tariffs.

Ranked 3rd $Apple (AAPL.US)$ The stock dropped by 3.36%, with a trading volume of 12.983 billion USD. Apple has seen its stock decline for four consecutive days this week, with a total decline of about 12.3%.

Morgan Stanley has lowered the Target Price for Apple. Analysts warned that about 50% of Apple users who have not upgraded to the iPhone 16 acknowledge that the delay in launching AI features has affected their decision to buy new devices. The delay in launching more advanced Siri features may impact Apple's plans to accelerate the iPhone upgrade rate in the 2026 fiscal year. The upgrade cycle of Apple products has been an important indicator of interest for investors.

Morgan Stanley previously estimated that the iPhone upgrade cycle would shorten by 0.2 years in the 2026 fiscal year, which could lead to shipments of 0.255 billion iPhones (an 11% year-on-year increase).

4th place $Meta Platforms (META.US)$ Closed down 4.67% with a transaction of 9.803 billion dollars. The South Korean Supreme Court on Wednesday rejected the lawsuit by the USA Internet company Meta Platforms against the administrative fines, rectification orders, and announcement measures imposed by the South Korean Personal Information Protection Commission. The report stated that Meta was fined 6.7 billion won by the South Korean Personal Information Protection Commission for allegedly providing user personal information to third parties without user consent in November 2020, and was ordered to rectify and make announcements.

5th place $Palantir (PLTR.US)$ Closed down 4.82% with a transaction of 8.066 billion dollars. Despite the recent sell-off of US tech stocks, Wedbush believes this is just a short-term phenomenon, stating that the stock prices of leading companies in the AI field are still expected to reach historical highs in the second half of 2025. The bank's preferred stocks include Palantir, along with NVIDIA, Apple, Tesla, Microsoft, and others.

Rank 6 $Amazon (AMZN.US)$ It closed down 2.51%, with a transaction volume of 8.005 billion USD. Amazon Web Services announced that DeepSeek-R1 is now officially available as a fully managed serverless large language model (LLM) on Amazon Bedrock, making it the first cloud service provider to launch this model as a fully managed service.

DeepSeek-R1 is one of the series of models launched by the AI startup DeepSeek. It is a publicly available model with high accuracy in complex reasoning capabilities and deep understanding of context when handling complex tasks.

In addition, the Federal Trade Commission (FTC) requested the Seattle court on Wednesday to postpone the trial related to the charges of Amazon misleading consumers about enrolling in its Prime program, citing limited resources. The court decided to delay the trial date to September 22. Due to limited staffing, the FTC requested the delay as the U.S. government efficiency department is pushing for budget cuts and significant layoffs.

7th place $Microsoft (MSFT.US)$ It closed down 1.17%, with a transaction volume of 7.765 billion USD. The chairman of the U.S. House Judiciary Committee, Jordan, has requested Apple, Microsoft, and a dozen other tech companies to provide information about their work in AI and whether they conspired with the Biden administration to censor free speech.

NVIDIA announced on Thursday its collaboration with Microsoft to provide neural shading support in the April preview version of Microsoft DirectX, allowing developers to access AI tensor cores in NVIDIA GeForce RTX graphic processors to accelerate neural networks in game graphics pipelines. Brokerage DA Davidson raised its rating on Microsoft to Buy, with a target price of 450 USD.

8th place $Intel (INTC.US)$ Increased by 14.60%, with a transaction volume of 5.78 billion USD. Wall Street Analysts said on Thursday that the incoming Intel CEO Lip-Bu Tan immediately brings "credibility," which should help restore investor confidence and support the company's efforts to become a major contract chip manufacturer.

TD Cowen Analysts stated, "Lip-Bu Tan's taking over as CEO of Intel is just what stakeholders hoped for. He has deep connections throughout the chip ecosystem," which can attract customers to participate in the company's contract manufacturing business.

Rank 9 $Adobe (ADBE.US)$ Decreased by 13.85%, with a transaction volume of 5.533 billion USD. Adobe's stock price fell sharply after the quarterly earnings report was released due to investors' concerns about the company's ongoing growth issues and worries about the software manufacturer's AI monetization strategy.

Brokerage Oppenheimer lowered Adobe's target price from 560 USD to 530 USD. Stifel reduced Adobe's target price from 600 USD to 525 USD.

Ranked 11th. $Alphabet-A (GOOGL.US)$ It closed down 2.60%, with a transaction volume of 5.19 billion USD. Recently, Google's DeepMind launched two new AI models based on Gemini 2.0, aimed at completing complex real-world tasks by leveraging the reasoning capabilities of large language models to help robots adapt to complex environments.

Ranked 15th. $Costco (COST.US)$ It closed down 3.93%, with a transaction volume of 3.085 billion USD. Thus, the stock has fallen for six consecutive trading days, a total decrease of 15%.

Ranked 17th $Alibaba (BABA.US)$ It closed up 0.88%, with a transaction volume of 2.824 billion USD. Alibaba announced on Thursday (March 13) the launch of its AI flagship application - New Quark, which will say goodbye to traditional search and update to an All-in-One "AI Super Box," meeting all user needs. Alibaba Group Vice President and Quark CEO Wu Jiajian believes that a new AI super application will emerge in the near future.

The day before, Alibaba Chairman Cai Chongxin stated at a forum held in Singapore that the potential market size of AI is at least 10 trillion dollars, and it may be even larger, exceeding the scale of industries such as Transportation and Medical Insurance.

Editor/rice