Volume Stonkers | TSMC rose 4.09%, Q4 profits surge 57%; NVIDIA denies CoWoS cut rumors, sees packaging demand shift

NVIDIA, ranked first by trading volume, fell 1.92% with a trading volume of $28.009 billion. Both NVIDIA and TSMC denied rumors about cutting CoWoS orders, with Jensen Huang stating that demand for advanced packaging is undergoing a transformation. Additionally, NVIDIA launched new containerized microservices, Inference Microservices, to enhance the reliability of AI agents.

Tesla, in second place, dropped 3.36% with a trading volume of $27.899 billion. Goldman Sachs predicts that Tesla’s Robotaxi will start operations in the second half of 2026, with revenues reaching approximately $115 million by 2027. Meanwhile, U.S. electric vehicle sales reached one-fifth of the total market for the first time, with Tesla's market share declining.

Apple, ranked third, decreased by 4.04% with a trading volume of $16.388 billion. The company reported a 25% drop in iPhone shipments in China for the fourth quarter, yet it still shares the top market position with Huawei. Furthermore, Apple's stock fell due to anticipated declines in sales in China in 2024.

TSMC, in fourth place, rose by 4.09% with a trading volume of $8.224 billion. TSMC's Q4 performance exceeded expectations, with net profits surging 57% year-over-year, bolstering the semiconductor sector. Analyst Ming-Chi Kuo noted that TSMC's financial results support a positive AI trend.

Microsoft, ranked fifth, fell 0.41% with a trading volume of $6.469 billion. Microsoft announced its first price increase in 12 years for its 365 family and personal plans, along with added AI features. Additionally, the AI COPILOT tool is being integrated into consumer office applications.

Amazon, in sixth place, declined 1.20% with a trading volume of $5.462 billion. Amazon carried out layoffs in its fashion and fitness divisions, impacting approximately 200 employees.

Broadcom, in seventh place, rose 0.62% with a trading volume of $5.341 billion. Broadcom saw pre-market gains, benefiting from TSMC's record quarterly profit announcement.

MicroStrategy, ranked eighth, increased by 1.69% with a trading volume of $5.299 billion. Market concerns over MicroStrategy's financial risks are rising, especially amid cryptocurrency price fluctuations.

Meta, in ninth place, fell 0.94% with a trading volume of $5.093 billion. Meta's Chief Technology Officer stated that the company plans to rectify changes made to some human resources and content review policies.

UnitedHealth, ranked tenth, dropped 6.00% with a trading volume of $4.682 billion. UnitedHealth's fourth-quarter operating income fell short of expectations, marking a challenging year.

Palantir, in eleventh place, rose 1.57% with a trading volume of $4.319 billion. Palantir's options trading was active, reflecting market attention on its high P/E valuation.

JPMorgan Chase, ranked twelfth, increased by 0.78% with a trading volume of $3.857 billion. UBS and Barclays maintained buy and overweight ratings for JPMorgan, highlighting strict expense controls.

Advanced Micro Devices (AMD), in thirteenth place, fell 1.27% with a trading volume of $3.467 billion. Wolfe Research downgraded AMD's rating from outperform to peer perform.

Alphabet's Class A shares, ranked fourteenth, declined 1.35% with a trading volume of $3.322 billion. The number of Google Gemini paid subscription users lags behind ChatGPT-related stocks.

Netflix, in fifteenth place, fell 0.69% with a trading volume of $3.093 billion. Ahead of its fourth-quarter earnings report, analysts expect Netflix's net membership to increase by 57%, with Seaport Research Partners upgrading its rating to buy.

Rigetti Computing, ranked sixteenth, rose 2.74% with a trading volume of $2.786 billion. Rigetti Computing's options trading volume was active, reflecting market interest in quantum computing stocks.

Alphabet's Class C shares, in seventeenth place, declined 1.31% with a trading volume of $2.613 billion. Google faces challenges in the AI sector, particularly from competitors like ChatGPT.

Bank of America, ranked eighteenth, fell 0.96% with a trading volume of $2.590 billion. Bank of America showed strong performance in its earnings report, with the CEO indicating minimal expected fluctuations in the credit sector.

Eli Lilly, in nineteenth place, rose 1.52% with a trading volume of $2.316 billion. Eli Lilly's treatment for Crohn's disease received FDA approval, further strengthening its position in the pharmaceutical sector.

Morgan Stanley, ranked twentieth, increased by 4.03% with a trading volume of $2.178 billion. Morgan Stanley's strong performance in its fourth-quarter investment banking business resulted in net profits doubling, prompting Goldman Sachs to raise its price target.