1. Tesla (Nasdaq: TSLA)Tesla dipped mildly by -1.40%, with the trading volume of 33.28B.
board's special committee is still exploring Elon Musk's compensation plan without any decision yet. Third Point, led by Daniel Loeb, cleared its Tesla holdings and established a new position in Nvidia.
2. Unitedhealth Group Incorporated (NYSE: UNH)Unitedhealth Group Incorporated plunged by -10.99%, with the trading volume of 32.08B. UnitedHealth Group is under investigation for alleged healthcare fraud by the US Department of Justice, leading to a downgrade from Bank of America, while CEO Stephen Hemsley's annual salary is set at $1 million following Andrew Witty’s resignation.
3. Nvidia (Nasdaq: NVDA)Nvidia dipped mildly by -0.38%, with the trading volume of 30.44B. NVIDIA plans to establish a research center in Shanghai and has been included as a new investment by Third Point while increasing its position with Viking Global. The US and UAE have reached an agreement for purchasing AI chips from NVIDIA.
4. Amazon (Nasdaq: AMZN)Amazon.Com dipped mildly by -2.42%, with the trading volume of 13.17B. Third Point cleared Tesla holdings but increased its stake in Nvidia according to its Q1 13F report. D1 Capital sold all shares of Meta and Spotify, shifting focus to food and finance sectors.
5. Microsoft (Nasdaq: MSFT)Microsoft gained mildly by 0.23%, with the trading volume of 9.98B. David Tepper increased holdings in Uber and Meta, exited AMD, and reduced Alibaba and Microsoft positions in Q1. Third Point built a position in Nvidia while exiting Tesla, favoring utilities and semiconductors. Microsoft faces layoffs in software engineering roles, and challenges Apple with Windows 11 AI performance claims.
6. Meta Platforms (Nasdaq: META)Meta Platforms dipped mildly by -2.35%, with the trading volume of 9.55B. Third Point initiated a position in NVIDIA while exiting Tesla. Meta Platforms faces internal concerns and technical challenges, delaying the release of its Behemoth AI model initially planned for June, now postponed until autumn due to optimization difficulties.
7. Apple (Nasdaq: AAPL)Apple dipped mildly by -0.41%, with the trading volume of 9.51B. Donald Trump opposes Apple's expansion of iPhone production in India; Berkshire Hathaway significantly reduces bank stocks, maintains Apple holdings unchanged in Q1.
8. Palantir Technologies (NYSE: PLTR)Palantir Technologies dipped mildly by -1.58%, with the trading volume of 8.91B. Palantir Technologies' stock surged recently, reaching historic highs amid optimism in US-China relations, overcoming prior losses due to underwhelming performance.
9. Coinbase Global (Nasdaq: COIN)Coinbase Global plunged by -7.20%, with the trading volume of 6.41B. Coinbase Global reported a customer data breach with hackers demanding $20 million in ransom. The company refused the demand and will compensate affected customers, with potential losses estimated between $180 million and $400 million.
10. Microstrategy Incorporated (Nasdaq: MSTR)Microstrategy Incorporated dropped solidly by -4.73%, with the trading volume of 5.90B. Microstrategy disclosed insider transactions involving Patten Jarrod M buying 1750 shares on May 14, and Shao Wei-Ming buying 10,000 shares on May 12.
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