October 13 OpenAI andBroadcomAnnounced a strategic cooperation. The two parties plan to jointly develop and deploy customized 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 artificial intelligence computing capabilities. "We think customers will adopt AMD very aggressively, especially in inference," said Karan Batta, senior vice president of Oracle Cloud.
No. 2TeslaIt closed down 1.53%, with a turnover of US $30.844 billion. A few days ago, the U.S. National Highway Traffic Safety Administration (NHTSA) announced on October 9 that it will investigate approximately 2.88 million Tesla vehicles equipped with the "Full-Self Driving" system (FSD) due to receiving More than 50 traffic safety violations and accident reports. The investigator pointed out that the system may cause vehicles to run red lights and change lanes illegally. Of the 58 reports currently under review, 14 accidents involved 23 injuries.
No. 3AMDIt closed up 0.77%, with a turnover of US $15.584 billion. On Tuesday, Oracle and AMD (Advanced Micro Devices) announced on their official website that the two parties will further expand their partnership. Oracle Cloud Infrastructure (OCI) will begin deploying 50,000 AMD GPUs (graphics processors) 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 AMD's "Helios" rack design, which consists of AMD Instinct MI450 series GPUs, as well as AMD's CPUs and network cards.
No. 6PalantirIt closed up 1.43%, with a turnover of US $8.748 billion.
No. 8BroadcomIt closed down 3.52%, with a turnover of US $7.587 billion. According to reports, Broadcom released the world's first Wi-Fi 8 chip ecosystem on Tuesday to accelerate the development of AI edge networks.Morgan StanleyRaised Broadcom price target to $409 from $382.
No. 12 Oracle closed down 2.93%, with a turnover of US $5.084 billion. Oracle Bone Inscriptions will hold a global AI conference in Las Vegas, USA from Monday to Thursday. Oracle Bone Inscriptions is expected to launch a new AI database at the conference. The company is currently transforming from a traditional software manufacturer to an AI infrastructure provider.
No. 13TSMCIt closed down 2.29%, with a turnover of US $4.88 billion. Some analysts said that in the context of the increasingly intensified trade situation, rare earth export controls will have a significant impact on Taiwan's semiconductor industry, and TSMC may even suspend operations.
The 15th nuclear power enterpriseOkloIt closed up 1.83%, and the stock price hit a record high, with a turnover of 4.547 billion US dollars. The recent surge in demand for AI power in the United States has triggered a wave of speculation in the nuclear energy sector, and many nuclear power stocks have collectively surged.
No. 17RobinhoodIt closed down 4.07%, with a turnover of US $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 segment due to a surge in global interest in this once niche asset class. The forecasting market soared in popularity during last year's U.S. presidential election and has since developed into an asset class that allows investors to bet on everything from monetary policy to major sporting events.
No. 18IntelIt closed down 4.27%, with a turnover of US $4.243 billion. Bank of America Securities downgraded Intel's rating from "neutral" to "underperform" while maintaining the original forecast and target price of $34 unchanged. The bank pointed out that the recent surge of US $80 billion in Intel's market value has over-reflected its improved balance sheet and (external) foundry potential. At the same time, Intel's competitive prospects remain grim: lack of a clear AI product portfolio and strategy, lack of competitiveness in server CPUs, and it is more difficult to divest loss-making manufacturing businesses than in the past.
The 19th rare earth concept stockMP MaterialsIt closed up 3.78%, and the stock price hit a record high, with a turnover of 3.854 billion US dollars.
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