Volume Stonkers | NVIDIA fell 5.08%, Tesla declined 4.43%: NVIDIA AI Chip Delay Raises Market Concerns

NVIDIA, the top stock by trading volume, fell 5.08% with a trading volume of $41.684 billion. The delay in the delivery of NVIDIA's next-generation AI chips has raised market concerns, but Wall Street analysts suggest there's no need for excessive worry. Institutions predict that NVIDIA's upcoming B200A chip will target OEM customers, with high-end GPU shipments expected to grow 55% annually by 2025.

Tesla, ranked second, declined 4.43% with a trading volume of $13.795 billion. The recall of Tesla vehicles in the Chinese market has negatively impacted its stock price. Additionally, Tesla CEO Elon Musk's upcoming interview with Trump has garnered market attention.

Apple, in third place, rose 1.25% with a trading volume of $13.033 billion. Apple is affected by the Google antitrust battle, with Citi analysts warning it could lose 17% of its profits. Moreover, Apple's newly released writing tool has been criticized for its inability to handle profanity and sensitive topics.

Meta, ranked fourth, dropped 1.05% with a trading volume of $9.957 billion. Meta announced the issuance of $10.5 billion in bonds and is in talks with India's Jio for a potential virtual reality deal, aiming to expand its influence in the Indian market.

SMIC, in fifth place, plummeted 20.14% with a trading volume of $9.267 billion. SMIC's quarterly performance fell short of expectations, causing its stock price to drop over 20%. Despite strong AI demand, weak profit performance has raised market concerns.

Microsoft, ranked sixth, fell 0.30% with a trading volume of $8.177 billion. Microsoft is in a dispute with CrowdStrike over technical issues at Delta Air Lines. Meanwhile, Microsoft is also competing with NVIDIA, OpenAI, and others in the AI space.

Amazon, in seventh place, rose 0.52% with a trading volume of $7.910 billion. Amazon plans to sell electric delivery vans to other customers rather than solely relying on its own demand, which has slightly boosted its stock price.

Advanced Micro Devices (AMD), ranked eighth, fell 1.16% with a trading volume of $7.171 billion. The semiconductor sector's overall weakness has led to a decline in AMD's stock price.

Broadcom, in ninth place, dropped 5.32% with a trading volume of $4.165 billion. Broadcom's stock is struggling, and the market is concerned about its future prospects, despite its strong competitive position in the semiconductor equipment industry.

Alphabet's Google A shares, ranked tenth, rose 0.41% with a trading volume of $4.006 billion. Google's Waymo announced the expansion of its autonomous taxi service in San Francisco and Los Angeles, which has slightly boosted its stock price.

TSMC, in eleventh place, fell 0.23% with a trading volume of $3.450 billion. TSMC has released its first CoWoS front-end outsourcing order, attracting market attention to its high-margin outsourcing activities.

Eli Lilly, ranked twelfth, dropped 2.43% with a trading volume of $3.389 billion. Eli Lilly's stock fell due to its entry into the nuclear isotope business, and Novo Nordisk's poor Q2 earnings report also negatively impacted the stock.

Visa, in thirteenth place, declined 0.68% with a trading volume of $3.298 billion. The continuous rise in U.S. credit card debt, exceeding $1 trillion, has raised concerns about future profits for credit card companies.

Shopify, ranked fourteenth, surged 17.80% with a trading volume of $3.275 billion. Shopify's Q2 performance exceeded expectations, driving a sharp increase in its stock price. The company maintains a positive outlook for Q3 and retains a buy rating.

Airbnb, in fifteenth place, fell 13.38% with a trading volume of $3.252 billion. Airbnb's performance in the U.S. market fell short of expectations, leading analysts to downgrade their future forecasts, resulting in a significant drop in its stock price.

Alphabet's Google C shares, ranked sixteenth, rose 0.13% with a trading volume of $3.110 billion. Google's C-class shares also benefited from the news of Waymo's service expansion, causing a slight increase in stock price.

Disney, in seventeenth place, fell 4.47% with a trading volume of $2.659 billion. Despite Disney's Q3 revenue exceeding expectations, concerns over Hulu's costs led to a decline in its stock price.

Micron Technology, ranked eighteenth, dropped 2.47% with a trading volume of $2.635 billion. Micron announced the resumption of its stock repurchase program, boosting market confidence, although the stock price still saw a slight decline.

UnitedHealth, in nineteenth place, fell 0.35% with a trading volume of $2.437 billion. UnitedHealth announced a dividend of $2.10 per share, which received a muted market response, leading to a slight decrease in its stock price.

CrowdStrike Holdings, ranked twentieth, fell 0.44% with a trading volume of $2.184 billion. CrowdStrike is in a dispute with Microsoft over technical issues, and the market remains cautious about its future growth prospects.