What's on the News?

• On Thursday, the top-ranked stock by trading volume in the US market was NVIDIA Corporation(NVDA.US) , which rose by 0.95% to close at a record high. Its trading volume reached $27.675 billion, and its market cap surpassed $4.2 trillion. Recently, NVIDIA CEO Jensen Huang announced a significant development in China: the US government has committed to approving the export license for the H20 chip to China. This AI chip, specifically designed for the Chinese market, will resume sales immediately. Concurrently, NVIDIA launched the RTX Pro GPU, aimed at smart factories and digital twin scenarios.
• 2nd-ranked Tesla Motors, Inc.(TSLA.US)  fell by 0.70%, closing at $319.41, with a trading volume of $23.558 billion. Barclays analysts believe Tesla has upside potential and the stock may outperform expectations.
• 3rd-ranked Apple Inc.(AAPL.US)  fell by 0.07%, closing at $210.02, with a trading volume of $10.08 billion. JPMorgan raised Apple's target price from $230 to $250 per share.
• 4th-ranked Palantir(PLTR.US)  rose by 2.04%, with a trading volume of $9.181 billion. Mizuho Securities recently upgraded Palantir's stock rating from "underperform" to "neutral." The company's strong and consistent revenue growth has exceeded expectations and successfully turned around market skepticism.
  Mizuho Securities analyst Gregg Moskowitz noted in an investment report: "Palantir's recent business execution and growth momentum are impressive, with upward revisions to its government and commercial segments far exceeding our expectations. We believe that when Palantir reports its second - quarter earnings in early August, it is highly likely to achieve its fifth consecutive quarter of accelerating revenue growth."
• 5th-ranked The Trade Desk(TTD.US)  rose by 0.38%, with a trading volume of $9.089 billion. On Monday, S&P Dow Jones Indices announced that Trade Desk will replace Ansys in the S&P 500 index before the market opens on Friday. This change is due to Synopsys's acquisition of Ansys, which was completed on Thursday. Trade Desk's inclusion surprised the market, given its market cap of only $37 billion.
• 6th-ranked Microsoft Corporation(MSFT.US)  rose by 1.20%, closing at a record high of $511.70, with a trading volume of $8.923 billion, and its market cap surpassed $3.8 trillion. Reports indicate that the Novo Nordisk Foundation, under the Novo Group, will collaborate with the Danish government fund EIFO, each investing €40 million to develop the Nordic Quantum Initiative, QuNorth. The centerpiece of this initiative will be the world's most powerful quantum computer, Magne, jointly supplied by Microsoft and Atom Computing.
• 9th-ranked Netflix, Inc.(NFLX.US)  rose by 1.91%, closing at $1,274.17, with a trading volume of $7.657 billion. The company reported Q2 revenue of $11.08 billion (vs. an estimated $11.06 billion); Q2 earnings per share of $7.19 (vs. an estimated $7.08); and Q2 free cash flow of $2.27 billion (vs. an estimated $2.17 billion). The company revised its full - year revenue forecast to $44.8 - $45.2 billion (previously $43.5 - $44.5 billion, with a market estimate of $44.56 billion) and its operating margin to 29.5% (previously 29%, with a market estimate of 29.7%).
• 11th-ranked Coinbase(COIN.US)  Global rose by 3.15%, with a trading volume of $6.772 billion. The company announced it will list the Caldera (ERA) token on the Ethereum network, marked as an experimental asset. Caldera focuses on building high - performance, customizable, and application - specific second - layer blockchains.
• 12th-ranked Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR(TSM.US)  rose by 3.38%, closing at a record high of $245.60, with a trading volume of $6.711 billion. TSMC reported record - breaking and better - than - expected profits for the second quarter. Benefiting from demand related to AI and high - performance computing chips, both second - quarter revenue and net profit reached record - high levels. During the period, revenue was NT$933.79 billion, up 38.6% year - on - year and 11.3% quarter - on - quarter; after - tax net profit was approximately NT$398.27 billion, up 60.7% year - on - year and 10.2% quarter - on - quarter. The gross margin for the second quarter was 58.6%.
  In US dollar terms, TSMC's revenue for the second quarter of 2025 was $30.07 billion, up 44.4% year - on - year and 17.8% quarter - on - quarter.
• 16th-ranked Oracle Corporation(ORCL.US)  rose by 3.09%, closing at a record high of $248.75, with a trading volume of $4.369 billion. UBS raised Oracle's target price from $250 to $280. During trading on Thursday, the company's market cap briefly surpassed $700 billion.
• 19th-ranked Robinhood(HOOD.US)  rose by 2.13%, with a trading volume of $4.071 billion. Stock - rating agency Piper Sandler raised its target price on Robinhood from $70 to $110.