OpenAI and October 13thBroadcomThe two parties announced a strategic partnership to jointly develop and deploy customized AI chips and computing systems with a total power consumption of 10 gigawatts over the next four years.
On October 14, Oracle Cloud Infrastructure announced that it will deploy 50,000 GPUs manufactured by AMD starting in the second half of 2026 to expand its artificial intelligence computing capabilities. Karan Batta, senior vice president of Oracle Cloud, said: "We think customers will be very active in adopting AMD, especially in the field of inference."
2nd placeTeslaIt closed down 1.53% with a turnover of $30.844 billion. The 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 (FSD) system after receiving more than 50 reports of traffic safety violations and accidents. Investigators pointed out that the system may cause vehicles to run red lights and change lanes illegally. Of the 58 reports currently under review, 14 involve accidents, resulting in a total of 23 injuries.
3rd placeAMDIt closed up 0.77% with a turnover of $15.584 billion. On Tuesday, Oracle and AMD announced on their official websites that they 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 the hypercluster in the OCI plan will adopt the AMD "Helios" rack design, which consists of AMD Instinct MI450 series GPUs, as well as AMD CPUs and network cards.
6th placePalantirIt closed up 1.43% with a turnover of $8.748 billion.
8th placeBroadcomIt 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 StanleyBroadcom's price target has been raised from $382 to $409.
Oracle, ranked 12th, closed down 2.93% with a turnover of $5.084 billion. Oracle will host a global AI conference in Las Vegas, USA, from Monday to Thursday this week. Oracle is expected to 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 say that against the backdrop of escalating trade tensions, rare earth export controls will have a significant impact on Taiwan's semiconductor industry, and TSMC may even have to shut down production.
15th Nuclear Power CompanyaroundThe stock closed up 1.83%, hitting a record high, with a turnover of $4.547 billion. The recent surge in demand for AI-powered electricity in the United States has triggered a wave of speculation in the nuclear energy sector, with many nuclear power stocks collectively rising.
17th placeRobinhoodIt closed down 4.07% with a turnover of $4.237 billion. The company's vice president, JB Mackenzie, recently stated that the company is open to potential acquisitions in the rapidly growing forecast market sector as global interest in this once niche asset class surges. The prediction market surged during last year's U.S. presidential election and has since evolved into an asset class that allows investors to bet on everything from monetary policy to major sporting events.
18th placeIntelIt closed down 4.27% with a turnover of $4.243 billion. Bank of America Securities downgraded Intel's rating from "neutral" to "underperform," while maintaining its original forecast and price target of $34. The bank pointed out that Intel's recent market capitalization surge of $80 billion overreflects its improved balance sheet and (external) wafer foundry potential. At the same time, Intel's competitive outlook remains severe: it lacks a clear AI product portfolio and strategy, its server CPUs are uncompetitive, and it is more difficult than in the past to divest its loss-making manufacturing business.
The 19th rare earth concept stockMP MaterialsThe stock closed up 3.78%, hitting a record high, with a turnover of $3.854 billion.
