Nvidia Leads Trading Surge as AI Supercomputer and Portfolio Shifts Ignite Market

1. Nvidia (Nasdaq: NVDA)
Nvidia dropped solidly by -4.41%, with the trading volume of 37.33B. Danbin's Dongfang Port Fund revealed its Q3 2025 portfolio, including reduced stakes in Amazon and NVIDIA, and a new investment in Alibaba. NVIDIA launches the DGX Spark AI supercomputer, priced at $3,999, and enhances 800V HVDC architecture integration.

2. Tesla (Nasdaq: TSLA)
Tesla dipped mildly by -1.53%, with the trading volume of 30.93B. Dan Bin's fund, Oriental Harbour, released its Q3 2025 13F filing, showing reduced stakes in Amazon and Nvidia, while investing in Alibaba. Nvidia remains the largest holding, with 1,266,061 shares, constituting 18.29% of the portfolio valued at $236,221,661.

3. Advanced Micro Devices (Nasdaq: AMD)
Advanced Micro Devices gained mildly by 0.77%, with the trading volume of 15.69B. AMD revealed its AI rack system "Helios" at the 2025 OCP Global Summit, anticipating deployment in 2026. Oracle announced plans to deploy 50,000 AMD MI450 AI chips in its data centers starting in Q3 2026, signaling a significant order for AMD's AI chips.

4. Amazon (Nasdaq: AMZN)
Amazon.Com dipped mildly by -1.67%, with the trading volume of 9.88B. MacKenzie Scott has reduced her stake in Amazon by 42%, valuing $12.6 billion. Amazon plans to cut up to 15% of its HR staff, with potential further cuts in other departments. Amazon Web Services launched Amazon Bedrock AgentCore to facilitate faster deployment of enterprise agents.

5. Palantir Technologies (NYSE: PLTR)
Palantir Technologies gained mildly by 1.43%, with the trading volume of 8.79B. Palantir Technologies reported a trading volume of $8.788 billion on October 14, placing it 5th among U.S. stocks that day.

6. Apple (Nasdaq: AAPL)
Apple gained mildly by 0.04%, with the trading volume of 8.77B. Danfan's Eastern Harbor Fund reported Q3 holdings with a total value of $1.292 billion, significantly reducing Amazon and Nvidia while acquiring Alibaba. Apple plans to expand manufacturing in Vietnam, launching new smart home devices next year to diversify from China.

7. Rigettimputing (Nasdaq: RGTI)
Rigettimputing gained mildly by 2.26%, with the trading volume of 8.10B. Rigetti Computing reported a trading volume of $8.089 billion on October 14, 2025.

8. Broadcom (Nasdaq: AVGO)
Broadcom dropped solidly by -3.52%, with the trading volume of 7.62B. 2025，12.92，，。20265AMDMI450 AI。

9. Microsoft (Nasdaq: MSFT)
Microsoft dipped mildly by -0.09%, with the trading volume of 7.52B. Dan Bin's firm, Eastern Harbour, reduced its Amazon and Nvidia holdings while acquiring Alibaba. Eastern Harbour's investments total $1.292 billion, with Nvidia as its largest single holding at 18.29%.

10. Meta Platforms (Nasdaq: META)
Meta Platforms dipped mildly by -0.98%, with the trading volume of 6.26B. Meta's AR glasses sparked market interest, reaching $16,000. Additionally, Meta released Horizon OS v81 for Quest headsets, featuring an immersive home screen. Andrew Tulloch, who previously declined a $1.5 billion offer, rejoined Meta, impacting Thinking Machines Lab.