1. **Nvidia** closed down 0.64% with $28.96 billion in trading volume. Reports indicate Nvidia has developed location-verification technology to track its chips' geographic placement. The feature, showcased informally but not yet officially released, leverages GPU-based confidential computing to estimate chip locations via server latency.
2. **Tesla** rose 1.41%, trading at $28.13 billion. Elon Musk could become the world’s first trillionaire if SpaceX goes public next year at a $1.5 trillion valuation. His SpaceX stake alone would exceed $625 billion, dwarfing his current $136 billion net worth, excluding holdings in Tesla and other ventures.
3. **Microsoft** fell 2.74% with $16.53 billion in volume. The company’s $17.5 billion AI infrastructure investment in India faces skepticism due to the country’s late AI adoption and low government-led project success rates. Microsoft recently announced similar AI investments in Portugal ($10B) and the UAE ($15B).
5. **Palantir** gained 3.34% ($11.01B volume). The U.S. Navy plans to allocate up to $448 million for AI modernization in shipbuilding through a partnership with Palantir.
9. **Ares Management** rose 1.18% ($8.53B volume). The firm will join the S&P 500 on Dec 11, driving passive fund inflows. With $595.7B in AUM (80% institutional), it focuses on private credit, PE, real estate, and secondary markets.
12. **GE Vernova** surged 15.62% ($7.89B volume) after doubling its dividend to $0.50/share and boosting its buyback program to $10B. The turbine maker raised its 2026 revenue outlook to $41B–$42B and lifted 2024 free cash flow guidance to $3.5B–$4B. CEO Scott Strazik cited "early-stage value creation" and robust order backlogs.
13. **Netflix** dropped 4.14% ($6.85B volume) as its proposed $72B acquisition of **Warner Bros. Discovery** (WBD) faces a consumer class action alleging reduced streaming competition. U.S. antitrust scrutiny looms, compounded by Paramount’s rival $108B hostile bid for WBD and former President Trump’s criticism of Netflix’s market dominance.
15. **Micron** climbed 4.47% ($5.57B volume) after Citigroup raised its price target to $300.
18. **Uber** fell 5.51% ($4.30B volume). Bank of America projects a 17% annual order growth until 2040 ($589B total), even if its market share drops to 50%, due to industry expansion.
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