October 13 OpenAI vs.BroadcomAnnounced a strategic cooperation in which the two parties plan to jointly develop and deploy custom AI chips and computing systems with a total power consumption of 10 GW in the next four years.
On October 14, Oracle Cloud Infrastructure announced that it will deploy 50,000 GPUs produced by AMD starting in the second half of 2026 to expand its AI computing capabilities. "We think customers will be very aggressive in adopting AMD, especially in the inference space," said Karan Batta, senior vice president of cloud at Oracle.
No. 2TeslaIt closed down 1.53% with a turnover of $30.844 billion. A few days ago, the National Highway Traffic Safety Administration (NHTSA) announced on October 9 that it will investigate about 2.88 million Tesla vehicles equipped with a "Full-Self Driving" system (FSD) for receiving more than 50 reports of traffic safety violations and accidents. The investigator pointed out that the system may lead to vehicles running red lights and changing lanes illegally. Of the 58 reports currently being reviewed, 14 accidents were involved, resulting in 23 injuries.
3rd placeAMDIt closed 0.77% higher with turnover of $15.584 billion. On Tuesday, Oracle and AMD (Chaowei Semiconductor) announced on their official website that they will further expand their cooperation. Oracle Cloud Infrastructure (OCI) will start deploying 50,000 AMD GPUs (graphics processing units) in the third quarter of 2026, and will gradually expand in 2027 and beyond.
The statement also mentioned that OCI's planned super cluster will feature an AMD "Helios" rack design, which consists of AMD Instinct MI450 series GPUs, as well as AMD's CPU and NIC.
6th placePalantirIt closed 1.43% higher with turnover of $8.748 billion.
No. 8BroadcomIt closed down 3.52% with a turnover of $7.587 billion. Broadcom reportedly released the world's first Wi-Fi 8 chip ecosystem on Tuesday, accelerating the development of AI edge networks.Morgan StanleyIncreased Broadcom price target to $409 from $382.
No. 12 Oracle closed down 2.93% with a turnover of $5.084 billion. Oracle will hold the Global AI Conference in Las Vegas, USA from Monday to Thursday. It is expected that Oracle will launch a brand-new AI database at the conference. The company is currently transforming from a traditional software manufacturer to an AI infrastructure provider.
13th placeTSMCIt closed down 2.29% with a turnover of $4.88 billion. Some analysts said that against the background of increasingly intensifying trade situation, rare earth export control will have a significant impact on Taiwan Province's semiconductor industry, and TSMC may even stop working.
No. 15 Nuclear Power EnterprisesOkloClosing 1.83% higher, shares hit an all-time high with $4.547 billion in turnover. Recently, the demand for AI power in the United States has soared, which has triggered a wave of speculation in the nuclear energy sector, and many nuclear power stocks have risen collectively.
17th placeRobinhoodIt closed down 4.07% with a turnover of $4.237 billion. JB Mackenzie, the company's vice president, said recently that the company is open to potential acquisitions in the fast-growing forecast market sector, as interest in this once-niche asset class has surged globally. The forecasting market soared in popularity during last year's U.S. presidential election and has since evolved into an asset class that lets investors bet on everything from monetary policy to big sporting events.
18th placeIntelIt closed down 4.27% with a turnover of $4.243 billion. Bank of America Securities downgraded Intel from "neutral" to "underperform" while keeping its original forecast and target price of $34 unchanged. According to the bank, the recent $80 billion surge in Intel's market value has overreflected its improved balance sheet and (external) foundry potential. At the same time, Intel's competitive prospects remain grim: it lacks a clear AI product portfolio and strategy, server CPUs lack competitiveness, and it is more difficult to divest loss-making manufacturing businesses than in the past.
No. 19 Rare Earth Concept StockMP MaterialsClosing 3.78% higher, shares hit an all-time high with $3.854 billion in turnover.
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