Xin Lang Cai Jing·2026-02-11 21:50Group 1: Nvidia - Nvidia's stock rose by 0.78% with a trading volume of $27.357 billion, and UBS raised its target price from $235 to $245 [1] - Goldman Sachs increased its earnings forecast for Nvidia's Q4 FY2026 and maintained a target price of $250, emphasizing the visibility of revenue for 2027 as a key catalyst [1] - Over 90% of analysts rated Nvidia as "Buy" or "Hold," with an average target price of $260.26, reflecting optimistic expectations for AI computing demand [1] Group 2: Tesla - Tesla's stock increased by 0.80% with a trading volume of $24.343 billion, amid reports of the departure of Vice President Raj Jaganathan after 13 years with the company [10] - This departure is part of a recent trend of executive exits from Tesla and xAI [10] Group 3: Micron - Micron's stock surged by 9.94% with a trading volume of $19.06 billion, as Morgan Stanley raised its target price from $350 to $450 while maintaining an "Overweight" rating [10] - The new target price exceeds Micron's closing price of $410.34, aligning with a generally positive outlook from analysts [10] Group 4: Microsoft - Microsoft's stock fell by 2.15% with a trading volume of $16.655 billion, coinciding with Bill Gates' unexpected visit to Shanghai for an event [2][11] Group 5: Google - Google's Class A shares (GOOGL) declined by 2.39% with a trading volume of $14.044 billion, as the company introduced a new feature allowing consumers to purchase products directly through its AI-driven search engine and Gemini chatbot [11] - This initiative is part of Google's broader strategy to monetize user interactions with AI [11] Group 6: SanDisk and Palantir - SanDisk's stock rose by 10.65% with a trading volume of $11.951 billion, contributing to a general increase in storage sector stocks [12] - Palantir's stock fell by 2.75% with a trading volume of $7.071 billion, although Daiwa Capital Markets upgraded its rating from Neutral to Buy, while lowering the target price from $200 to $180 [12] Group 7: Shopify - Shopify's stock decreased by 6.70% with a trading volume of $6.221 billion, as the company positions "agent commerce" as an expansion channel rather than a product feature [12] - The company's president noted that orders from AI-driven searches are approximately 15 times higher than the same period last year, indicating significant growth potential [12]