Top trading volume in US stocks: Tesla rises nearly 2%, appoints Joe Ward to lead global sales, service, and deliveryOn Tuesday, Tesla, the top trading volume stock in the US, closed up nearly 2%, with a trading volume of $27.15 billion. Tesla appointed a head of its European operations to lead global electric vehicle sales, marking the latest leadership change in the company's struggling automotive business.According to insiders, Joe Ward, Vice President of Tesla's Europe, Middle East, and Africa (EMEA) operations, will lead the company's sales, service, and delivery organization.Second in trading volume: NVIDIA falls 0.79%, Samsung plans to ramp up HBM4 production for next-generation AI acceleratorsNVIDIA, the second in trading volume, closed down 0.79%, with a trading volume of $25.777 billion. Recently, it was reported that Samsung Electronics will begin mass production of the next-generation high-bandwidth memory chips ahead of schedule. Samsung plans to start mass production of HBM4 chips this month to supply NVIDIA's next-generation AI accelerator, Vera Rubin. It is reported that this chip's processing speed is about 22% faster than the previous generation HBM3E, with a data transfer rate of up to 11.7 Gbps.Third in trading volume: Microsoft falls 0.08%, Trump plans to exempt tech companies from chip tariffs and promote data center energy agreementsMicrosoft, the third in trading volume, closed down 0.08%, with a trading volume of $18.61 billion. According to media reports on Tuesday, Trump intends to exempt companies like Amazon, Google, and Microsoft from the upcoming tariffs on chips, as these companies are competing to build data centers that power the AI boom.Additionally, it was reported that the Trump administration wants tech companies to commit to a new agreement regarding AI data centers. The draft of this agreement outlines commitments to ensure that data centers do not drive up household electricity prices, do not strain water resources, and do not disrupt the energy grid.Fifth in trading volume: Micron falls nearly 3%, Deutsche Bank raises target price to $500Micron, the fifth in trading volume, closed down nearly 3%, with a trading volume of $13.199 billion. Deutsche Bank raised Micron Technology's target price from $300 to $500.Eighth in trading volume: SanDisk falls over 7%, Goldman Sachs expects severe supply shortages in memory from 2026 to 2027SanDisk, the eighth in trading volume, closed down over 7%, with a trading volume of $8.676 billion. Goldman Sachs stated in a report on February 8 that the global memory market will experience one of the most severe supply shortages in history from 2026 to 2027, with significant widening of the supply-demand gap in DRAM, NAND, and HBM categories. More importantly, even in extreme scenarios of significant declines in smartphone and PC demand, strong server demand can absorb the impact and maintain market tension.The company's recently released financial report shows strong fundamentals: earnings per share of $6.20 far exceeded the market expectation of $3.31, with revenue reaching $3.03 billion (a year-on-year increase of 61%), and the positive forward guidance released by management strongly supported the recent upward trendMarket views and volatility create contradictions: Several institutions have raised their target prices (some as high as the $750-$1000 range) and given buy ratings, but extreme volatility and overbought technical indicators have triggered short-term profit-taking; MarketBeat summarizes the analyst consensus rating as &#34;moderate buy,&#34; with an average target price of $542.85.10th in U.S. stock trading volume: Palantir falls over 2%, having risen for two consecutive days prior.Palantir closed down over 2%, with a trading volume of $7.873 billion. The stock had previously risen for two consecutive days.12th in U.S. stock trading volume: Oracle rises over 2%, upgraded to buy by Davidson with a stable outlook from Fitch.Oracle closed up over 2%, with a trading volume of $6.419 billion. Recently, brokerage Davidson upgraded Oracle's stock rating from &#34;neutral&#34; to &#34;buy,&#34; reflecting a reassessment of the market's view on Oracle's future growth potential. Davidson's analysts noted that Oracle's continued investment in cloud computing and artificial intelligence (AI), particularly in data center construction, is expected to bring substantial revenue growth to the company. As enterprises' demand for data processing and storage continues to rise, Oracle's competitive advantage in this area is becoming increasingly apparent.Additionally, Fitch has assigned Oracle's senior notes a &#34;BBB&#34; rating while affirming its issuer credit rating with a stable outlook. This rating not only enhances market confidence in Oracle's financial health but also provides investors with a more solid foundation. In the current context of increasing global economic uncertainty, corporate credit ratings have a significant impact on investor decision-making.Analysts pointed out that recent news of layoffs and plans to sell the health business segment may seem negative on the surface, but they could actually be necessary measures for the company's strategic adjustment. By cutting redundant positions and optimizing resource allocation, Oracle can invest more funds and energy into the construction of AI data centers, thereby better meeting market demand. Such a transformation not only helps improve operational efficiency but also enhances the company's competitiveness in technological innovation.16th in U.S. stock trading volume: Spotify rises nearly 15%, user growth accelerates, and performance exceeds expectations.Spotify closed up nearly 15%, with a trading volume of $5.197 billion, after the company reported third-quarter 2025 results that exceeded Wall Street expectations.Spotify reported quarterly earnings per share of $3.83, surpassing the consensus estimate of $1.87. Revenue reached $4.99 billion (approximately €4.19 billion), a year-on-year increase of 7%, exceeding the expected $4.92 billion.The financial report shows that user growth has accelerated. Monthly active users increased by 17 million to 713 million, exceeding the company's expectation of 14 million. Paid subscribers grew by 12% year-on-year to 281 million, meeting expectations and showing broad regional growthDespite good growth momentum, the profit trend has slowed down. The average revenue per paid user decreased by 4% year-on-year to €4.53, while ad-supported revenue fell by 6%.Profit margin performance is mixed, with a decline in average revenue per paid user. Driven by growth in the ad-supported business, Spotify's gross margin increased by 53 basis points to 31.6%.Ranked 18th in U.S. stock trading volume: Intel fell over 6%, reports indicate foundry has secured MediaTek and is evaluating advanced processes with Apple.Intel, ranked 18th, closed down over 6%, with a trading volume of $4.748 billion. Recently, it was reported that Intel's foundry business successfully secured the heavyweight client MediaTek, and is expected to mass-produce the Dimensity mobile chips using its advanced 14A process.Sources reveal that Intel is actively expanding its client base. Previously, it was reported that Apple has signed a confidentiality agreement to evaluate Intel's 18A-P process, and may entrust Intel with the production of some non-Pro series iPhone chips or low-end M series chips in 2027 or 2028

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?

Spotify rose nearly 15%, with accelerated user growth and better-than-expected performance; SanDisk fell over 7%, as Goldman Sachs predicts a severe supply shortage in memory chips in 2026-2027; Intel dropped over 6%, as it reportedly secured a foundry deal with MediaTek and is evaluating advanced processes with Apple

- Tesla shares rose nearly 2% on Tuesday, with trading volume reaching $27.15 billion, following the appointment of Joe Ward to lead global sales, service, and delivery.  
- NVIDIA's stock dipped 0.79% amid plans for Samsung to accelerate production of HBM4 chips for next-generation AI accelerators, while Micron shares fell nearly 3% despite a target price increase to $500 from Deutsche Bank.  
- Spotify saw a significant increase of nearly 15% in its stock value, reporting better-than-expected earnings and a surge in user growth, while other companies like Palantir and Intel experienced declines.

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U.S. Stock Fund Activity Rankings | Spotify Rises Nearly 15%, User Growth Accelerates, Performance Exceeds Expectations