US Stock Trading Volume No. 1: NVIDIA Falls Over 4%, Invests $150 Million in BasetenOn Monday, NVIDIA, the top stock by trading volume in the US, closed down over 4%, with a trading volume of $39.277 billion. According to insiders, AI inference-focused startup Baseten has completed a $300 million financing round, reaching a valuation of $5 billion, nearly double its previous round valuation.This financing round was led by venture capital firm IVP and Alphabet's independent growth fund CapitalG, with chip giant NVIDIA also participating and injecting $150 million into Baseten as part of the deal. This transaction highlights NVIDIA's proactive positioning in the AI inference space with startups.As the industry's focus shifts from training models to large-scale operation and inference (i.e., AI models generating outputs based on inputs), NVIDIA is increasing its investment in related startups while continuing to invest in its own AI chip customers.US Stock Trading Volume No. 2: Tesla Falls Over 4%, FSD Pure Vision Plan Criticized by Former Waymo CEOTesla, the second highest in trading volume, closed down over 4%, with a trading volume of $26.37 billion. Former Waymo CEO John Krafcik publicly criticized Tesla's FSD pure vision plan during CES 2026, stating that its camera configuration is like &#34;a severely nearsighted person&#34; who cannot pass a vision test at the DMV, and pointed out that removing radar and lidar is equivalent to &#34;putting handcuffs on AI.&#34;US Stock Trading Volume No. 3: Apple Falls Over 3%, French Court Allows Retention of ATT FeatureApple, the third highest in trading volume, closed down over 3%, with a trading volume of $19.218 billion. A Paris court in France ruled on Tuesday that Apple can retain the ATT feature. ATT is a user privacy protection feature launched by Apple, which stands for App Tracking Transparency.According to ATT requirements, apps must first obtain user permission through a permission request pop-up before they can read the advertiser identifier (IDFA) to track users or devices. Additionally, the Apple ATT version refers to the iPhone version customized for US telecom operator AT&amp;T, which is typically restricted to use only on AT&amp;T's network.US Stock Trading Volume No. 6: Alphabet Class A Shares Fall Over 2%, Waymo Advances Autonomous Taxi CommercializationAlphabet Class A shares, ranked sixth in trading volume, closed down over 2%, with a trading volume of $11.258 billion. Alphabet's CFO Ruth Porat announced during the quarterly earnings call that Waymo has begun the commercialization of its autonomous taxi service.Additionally, reports indicate that Google Maps is testing the use of landmarks for navigation prompts8th in US stock trading volume: Broadcom falls over 5%, tech sector broadly declinesBroadcom, ranked 8th, closed down over 5%, with a trading volume of $10.723 billion. On Tuesday, the US tech sector broadly declined.12th in US stock trading volume: SanDisk rises nearly 10%, Citigroup raises target price to $490SanDisk, ranked 12th, closed up nearly 10%, with its stock price hitting a historical high for the third consecutive trading day, with a trading volume of $7.809 billion. Citigroup raised SanDisk's target price from $280 to $490, citing strong demand for data center memory, favorable supply-demand conditions, and the company's strong competitive moat. Citigroup believes that SanDisk's market share in the enterprise SSD segment is expected to continue to grow.13th in US stock trading volume: TSMC falls over 4%, capital expenditure and AI demand draw attentionTSMC, ranked 13th, closed down over 4%, with a trading volume of $7.493 billion. TSMC's Q4 financial report and guidance both exceeded market expectations, but investors' focus has shifted from the performance itself to deeper strategic issues. The world's largest foundry is facing investor skepticism regarding its aggressive expansion strategy, including why it significantly raised its capital expenditure guidance and why it needs such an aggressive capacity layout.Morgan Stanley pointed out that TSMC's significant increase in capital expenditure guidance is primarily aimed at capturing long-term AI demand, addressing tight equipment supply, and consolidating its market share in advanced processes to avoid losing share in 2-3 years. The next catalysts will mainly revolve around the AI market, focusing on global cloud service providers' capital expenditure guidance, the expansion of the chip market, and NVIDIA's GTC conference in March.14th in US stock trading volume: Intel rises over 3%, supply expected to tighten in Q1 2026Intel, ranked 14th, closed up over 3%, with a trading volume of $7.253 billion. Intel's CFO David Zinsner stated that due to demand for data center and client CPUs far exceeding expectations, the company's chip inventory is being rapidly consumed, and it is expected to face the biggest supply challenge in Q1 2026, when inventory may run out.The adoption rate of the Xeon Scalable server CPUs has significantly increased, especially the Xeon 6 &#34;Granite Ridge&#34; chips aimed at AI applications, which have become a major growth point. Intel is expanding its production lines, including the Intel 7 process node, but even with increased production, it still expects to enter a supply-tight phase in 2026.To address the capacity tightness, Intel's team is optimizing the product mix and adjusting prices to match supply and demand. The company is working closely with customers to maximize the use of existing capacity.The reasons for the shortage, in addition to strong demand, include the company's prioritization of capacity allocation for server chip production. To balance consumer and server market demand, Intel has decided to raise the prices of Raptor Lake processors.18th in US stock trading volume: Oracle falls nearly 6%, sued by bondholders over debt disclosureOracle fell nearly 6%, with a trading volume of $5.173 billion. According to reports, Oracle has recently been sued by bondholders who claim that Oracle failed to timely disclose the significant debt it needed to incur for building artificial intelligence infrastructure. This move is believed to have caused economic losses to the bondholders. This incident not only affected Oracle's stock price but also raised investors' concerns about its financial transparency and management decisions.In recent years, Oracle's layout in the field of artificial intelligence has attracted widespread attention. As a global leader in database software and technology, Oracle has been increasing its investment in emerging technologies, particularly artificial intelligence and cloud computing. However, with the advancement of technological innovation, the related funding needs have also increased significantly.The core of this lawsuit lies in Oracle's failure to adequately disclose its financial risks, especially when facing the significant additional debt required for artificial intelligence infrastructure construction. Investors are generally concerned about whether Oracle can effectively manage and control its financial risks while promoting technological innovation

On October 26th, after the U.S. stock market closed, chip giant Intel released its Q3 2023 financial report. The report showed that Intel's total revenue in the third quarter fell 8% year-on-year to $14.16 billion, marking the seventh consecutive quarter of declining sales, although it was still higher than the market expectation of $13.53 billion. In the second quarter, revenue had previously dropped 15% year-on-year, and the company expects revenue to return to growth in the fourth quarter. However, the sales of the Network and Edge Group (NEX), which includes IoT and other segments, fell 32% year-on-year to $1.5 billion. More importantly, the server chip division, named "Data Center and Artificial Intelligence," has yet to recover growth, with third-quarter revenue declining 10% year-on-year to $3.8 billion. Facing multiple competitive pressures, do you think Intel can turn the tide in the AI era?

On October 26th, after the U.S. stock market closed, chip giant Intel released its Q3 2023 financial report. The report showed that Intel's total revenue in the third quarter fell 8% year-on-year to $14.16 billion, marking the seventh consecutive quarter of declining sales, although it was still higher than the market expectation of $13.53 billion. In the second quarter, revenue had previously dropped 15% year-on-year, and the company expects revenue to return to growth in the fourth quarter. However, the sales of the Network and Edge Group (NEX), which includes IoT and other segments, fell 32% year-on-year to $1.5 billion. More importantly, the server chip division, named "Data Center and Artificial Intelligence," has yet to recover growth, with third-quarter revenue declining 10% year-on-year to $3.8 billion. Facing multiple competitive pressures, do you think Intel can turn the tide in the AI era?

In the AI era, can Intel win a comeback?

SanDisk rose nearly 10%, Citigroup raised its target price to $490, and the stock price hit a record high for the third consecutive day; Oracle fell nearly 6%, facing a lawsuit from bondholders alleging insufficient disclosure of AI infrastructure-related debts; Broadcom dropped over 5%, affected by the overall decline in the tech sector

- Nvidia's stock fell over 4%, generating $39.27 billion in trading volume, as it invested $150 million in AI startup Baseten, which raised $300 million at a $5 billion valuation.  
- Tesla and Apple also saw declines, with Tesla down more than 4% amid criticism of its FSD system and Apple down over 3% following a court ruling allowing it to retain user privacy features.  
- TSMC's stock dropped over 4% due to concerns regarding its aggressive capital expenditure amid rising AI demand, while Intel anticipated supply challenges in Q1 2026 due to strong CPU demand.

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US Stock Fund Activity List | SanDisk rises nearly 10%, Citigroup raises target price to $490