Xin Lang Cai Jing·2025-11-10 21:48Core Insights - The US stock market saw a significant uptick, particularly in technology stocks, driven by news of a potential end to the longest government shutdown in US history. Nvidia led the gains with a 5.79% increase, bringing its market capitalization back to $4.8 trillion [1] - Palantir reported its ninth consecutive quarter of exceeding expectations, with a remarkable 121% surge in US commercial revenue and a record contract signing amount of $2.8 billion [1] - Analysts predict that despite high valuations, Palantir could reach a $1 trillion market cap within 5-6 years, with an estimated short-term upside of 6-7% [2] Company Summaries - Nvidia: Stock rose by 5.79% with a trading volume of $38.713 billion. The company plans new investments in Mexico [1] - Tesla: Stock increased by 3.66% with a trading volume of $33.659 billion. The company reaffirmed its ambitions in robotics and autonomous driving, despite leadership changes [1] - Palantir: Stock surged by 8.81% with a trading volume of $16.664 billion. The company achieved a 114% "Rule of 40" metric and a record adjusted EBIT margin of 51% [1] - AMD: Stock rose by 4.47% with a trading volume of $10.532 billion, as chip stocks collectively gained [3] - Google (Alphabet): Stock increased by 4.04% with a trading volume of $8.39 billion. The company announced the rollout of its Gemini feature for Google TV and enhanced research capabilities [3] - Micron: Stock rose by 6.46% with a trading volume of $6.993 billion, amid a global AI-driven demand surge for storage chips [3] - Eli Lilly: Stock increased by 4.57%, reaching a historical high with a trading volume of $5.328 billion, driven by significant price reductions for its GLP-1 weight loss drug [4] - SanDisk: Stock surged by 11.89%, reaching a historical high with a trading volume of $3.815 billion, attributed to a 50% increase in NAND flash memory contract prices [4] - Taiwan Semiconductor Manufacturing Company (TSMC): Stock rose by 3.06% with a trading volume of $3.158 billion, benefiting from sustained AI supply chain demand [4]