Xin Lang Cai Jing·2025-10-01 21:03Group 1: Tesla - Tesla's stock rose by 3.31%, with a trading volume of $44.281 billion, as CEO Elon Musk became the first person to reach a net worth of $500 billion [1] - The company is expected to announce its latest quarterly delivery data, with predictions of record delivery numbers due to a surge in purchases before the $7,500 electric vehicle tax credit expiration [1] - Analysts express concerns that this demand boost may not be sustainable, particularly with ongoing weaknesses in the European market [1] Group 2: Nvidia - Nvidia's stock increased by 0.35%, reaching a new all-time high with a trading volume of $32.304 billion, driven by strong demand for AI chips and a $100 billion strategic partnership with OpenAI [1] Group 3: Meta Platforms - Meta Platforms' stock fell by 2.32%, with a trading volume of $14.575 billion, as the company announced plans to use data from user interactions with its AI products for targeted advertising [1] - The updated privacy policy will be implemented globally, except in South Korea, the UK, and the EU, where such data collection is prohibited [1] Group 4: Eli Lilly - Eli Lilly's stock rose by 8.18%, marking the fourth consecutive day of gains, with a trading volume of $8.205 billion, following positive discussions with the Trump administration regarding drug pricing [2] - The company received EU approval for its Alzheimer's treatment drug Kisunla, enhancing its global market presence [2] Group 5: Micron Technology - Micron's stock surged by 8.86%, reaching a historical high with a trading volume of $7.356 billion, as NAND Flash prices increased by over 10% since September, igniting bullish expectations for the storage industry [2] - Morgan Stanley predicts that the price increase cycle may continue until 2026, creating a strong short-term catalyst [2] Group 6: Intel - Intel's stock rose by 7.12%, with a trading volume of $5.585 billion, as reports emerged of early negotiations with AMD for chip manufacturing services [3] - Analysts suggest that securing AMD as a client would significantly bolster Intel's confidence in its foundry business and signal its capabilities to other chip companies [3] Group 7: Strategy - Strategy's stock increased by 5.03%, with a trading volume of $4.596 billion, following news that the U.S. Treasury is preparing to relax a proposed rule that would tax unrealized Bitcoin gains [3] - The proposed tax was seen as unfair by companies like Strategy and Coinbase, which argued it would disadvantage U.S. firms in the global market [3]