NVIDIA, which ranked first in U.S. stock trading volume on Wednesday, rose by 2.87% with transactions amounting to $46.647 billion.
In its latest research report released on November 11, Morgan Stanley announced that it would remove NVIDIA from its list of preferred stocks in its research department. The reason for this move is that since NVIDIA was listed as a preferred stock on October 2, its stock price has fallen by more than 25% cumulatively, triggering the bank's stop-loss policy for preferred stocks. However, Morgan Stanley emphasized that this adjustment does not imply a change in its assessment of NVIDIA's fundamentals or long-term growth prospects. The bank still maintains a "overweight" rating for NVIDIA and a 12-month target price of $300.
3rd place, Micron rose by 11.89%, with transactions amounting to 28.381 billion US dollars.
The storage market is exhibiting a kind of misalignment that is not common.
Looking upwards, the production capacity schedules of major global manufacturers have been sold out until 2029. SK SK Hynix stated at its quarterly financial report meeting that the production capacities of DRAM and HBM are nearly sold out, with customer procurement demands exceeding twice the current supply capacity; Samsung's HBM supply negotiations for 2027 have been completed, and all production capacities have also been sold out.
Looking downwards, the upward momentum for some categories of consumer-grade storage is relatively weak. The average price of the general-purpose MLC NAND October contract remained unchanged month-on-month, with some manufacturers suggesting that the upward trend in prices of NAND may stop in the next fiscal year.
5th-ranked Supermicro Semiconductor rose 7.32%, with transactions amounting to 23.375 billion US dollars.
6th place: SpaceX fell 2.33%, with transactions amounting to 15.828 billion US dollars.
On November 10th local time, SpaceX announced that the latest Starship First Stage Super Heavy Booster, number 22 ( Super Heavy Booster22 ), has been transported to the launch pad at the Interstellar Base in southern Texas, USA ( Starbase ), in preparation for the 15th test flight.
Seventh-ranked Sandisk saw a gain of 13.69%, with transactions amounting to 15.408 billion US dollars.
Microsoft, ranked 8th, fell 2.26%, with transactions amounting to 14.828 billion US dollars.
Anthropic added new cloud server rental commitments of approximately $10 billion with Microsoft and Google over the past month, with the commitment period extending until 2033. As a result, its cumulative commitment to Microsoft Azure has risen to $49.2 billion, and its commitment to Google Cloud has risen to $121.6 billion.
Apple, ranked 10th, rose by 2.04%, with transactions amounting to 11.724 billion US dollars.
In a blog post on Wednesday, Google stated that users can have voice conversations with Gemini in hands-free mode on the car's infotainment screen, and the chat records will be synchronized to the Gemini app on iPhone. This feature is now being gradually rolled out to all iOS users worldwide on Gemini, and it supports all languages covered by Gemini voice mode. Users can utilize this feature, for example, to find nearby lunch places while driving; if they have linked their Gemini email account with their calendar, it can also summarize unread emails and draft replies for them.
Broadcom, ranked 11th, rose by 3.99%, with transactions amounting to 11.288 billion US dollars.
Tesla, ranked 12th, rose 2.91% and traded at $10.629 billion.
Amazon fell 1.74% to rank 13th, with transactions amounting to $9.888 billion.
Amazon Web Services will launch its first cloud infrastructure region in Chile, with an investment of over $4 billion. The company stated that it has already made the AWS South American region available to some customers, and full availability is expected by the end of 2026.
14th place, Meta Platforms, fell 1.97%, with transactions amounting to 9.678 billion US dollars.
The executive who has been in charge of infrastructure operations for a long time at Meta will leave his position at the beginning of 2027. Currently, Meta continues to invest tens of billions of dollars in artificial intelligence and the construction of data centers required to support AI. This departure will represent a significant change in the company's management team.
15th place: CoreWeave rose by 24.71%, with transactions amounting to 9.116 billion US dollars.
CoreWeave Previously announced its financial results for the third quarter of 2026. The company achieved revenue of $3.661 billion during that quarter, a year-on-year increase of 168%; net loss was $709 million. The company has raised its full-year revenue forecast for 2026 to between $13 billion and $13.3 billion, with estimated annual capital expenditures ranging from $37 billion to $39 billion. CoreWeave Third-quarter revenue exceeded expectations, and the full-year revenue forecast has been raised accordingly.
Intel, ranked 16th, rose by 7.46%, with transactions amounting to 8.032 billion US dollars.
Google's Class A shares ranked 19th closed up 2.11%, with trading volume of $7.245 billion.
Google has launched Gemini Decisions API, which is equipped with the Decision 1 model. The input token price is $0.10 per million token. The company allows its employees to test a new type of "fast" Gemini artificial intelligence model named Hydrogen.
Rank 20: NBIS rose by 15.44%, with transactions amounting to 5.902 billion US dollars.
