No. 1 in U.S. stock trading volume on Monday$NVIDIA (NVDA.US)$It closed down 3.36%, with trading volume at $27.758 billion.
NVIDIA,$Palantir (PLTR.US)$Booz Allen Hamilton has begun restricting internal use of Anthropic's AI models.
The primary concern of relevant enterprises is that, after employees feed internal code, intellectual property, and other sensitive information into external AI models, the model providers may gain access to such data or even learn from it.
On September 13, according to The Information, in the first half of the current fiscal year ending July this year, three NVIDIA customers each contributed more than 10% of total revenue, accounting for a combined 44%. In the previous fiscal year, this figure was 36% from two customers. Going back further to FY2023, no single customer accounted for 10% of NVIDIA's revenue.
2nd place$Micron Technology (MU.US)$It closed down 5.25%, with trading volume at $24.664 billion.
Influenced by calls from the CEOs of several leading U.S. AI companies to slow the pace of technological advancement, stocks in the AI hardware supply chain plunged sharply.
3rd place$SanDisk (SNDK.US)$It closed down 4.98%, with trading volume reaching $14.75 billion.
4th place$Meta Platforms (META.US)$It closed up 2.71%, with trading volume at $12.733 billion.
Recently, developers have unearthed the first visual assets for the next‑generation high‑end headset codenamed "Phoenix" within Meta's Horizon OS firmware files. The device also goes by several internal codenames, including "Stanley" and "Loma," and is positioned to compete with the Quest Pro. It adopts a split‑design architecture with an external compute module, emphasizing a lightweight, open‑front design that closely resembles conventional eyeglasses.
The relevant image resources come from HorizonOS Prescription Lens, a system tool launched by Meta. The app first appeared in the Horizon Store this August; it is a specialized system‑testing program distributed as a ZIP file rather than a conventional APK package, and its internal resources can be accessed using a standard file manager.
5th place$Apple (AAPL.US)$It closed up 0.24%, with trading volume at $12.62 billion.
Apple on Monday released a new version of its iPhone software called iOS 27, which includes the company's redesigned Siri AI personal assistant, ahead of the latest iPhone models going on sale this week.
Apple stated that the new version of Siri AI is currently in the beta testing phase, and users need to manually opt in through the Settings app; however, they may first have to add their name to the waitlist before gaining access.
6th place$Alphabet-A (GOOGL.US)$It closed up 3.22%, with trading volume reaching $12.179 billion.
Waymo, a subsidiary of Alphabet (GOOG.O), announced the launch of a paid robotaxi service in Las Vegas, marking the 15th U.S. city where it offers ride-hailing. The company said the service will begin on Monday and roll out in phases, starting with several dozen vehicles before expanding to hundreds in the future. Waymo added that, initially, its Las Vegas robotaxis will not operate on highways; airport transfers and highway access will be introduced in later stages. The operating fleet will be managed by Moove, which also oversees Waymo's vehicle operations in Phoenix and Miami. Currently, Waymo operates more than 4,000 autonomous taxis across the United States, handling over 500,000 paid rides each week. Earlier, the company stated it aims to reach 1 million paid rides per week in 20 cities worldwide this year and is preparing for pilot programs in markets such as London and Tokyo.
7th place$Advanced Micro Devices (AMD.US)$It closed down 4.40%, with trading volume reaching $12.011 billion.
AMD's new Ryzen AI chips have hit the market, with nine new products unveiled, supporting on-device 300-billion-parameter large models and up to 192 GB of memory.
8th place$Tesla (TSLA.US)$It closed down 1.77%, with trading volume at $11.612 billion.
Recently, Tesla CEO Elon Musk announced that the long-awaited next-generation Roadster will officially debut on October 1, Eastern Time.
As early as 2017, Tesla first unveiled this Roadster sports car, originally slated for delivery in 2020, but the project has been delayed numerous times since then. Now, nearly a decade later, this electric sports car is finally set to officially hit the market.
9th place$Microsoft (MSFT.US)$It closed up 1.97%, with trading volume at $11.57 billion.
Microsoft's artificial intelligence research team has released a new set of guiding principles, the essence of which can be summed up in one sentence: human priorities take precedence over artificial intelligence.
On Monday, Microsoft released a 15,000-word manifesto, which it regards as a guiding document for the development of its cutting-edge AI models. The document had been in preparation for several months. At the same time the manifesto was made public, several leading AI labs successively pledged to slow down the development of their most powerful AI models. Earlier, a series of safety incidents had sparked widespread public concern about existential risks posed by AI.
10th place$Broadcom (AVGO.US)$It closed down 4.77%, with trading volume reaching $10.92 billion.
11th place$SpaceX (SPCX.US)$It closed down 2.02%, with trading volume at $10.101 billion.
Several European space startups have successively closed sizable funding rounds. Satellite manufacturer Open Cosmos raised €300 million in a heavily oversubscribed financing, with this round prioritizing the onboarding of European‑based investors. In terms of private investment, public funding, and rocket launch capabilities, Europe still lags behind the United States.
European space companies are securing hundreds of millions of dollars in new investment. Startups are racing to scale up their operations, while national governments seek to reduce their reliance on leading U.S. firms like SpaceX.
12th place$Intel (INTC.US)$It closed down 5.59%, with trading volume reaching $9.232 billion.
13th place$Amazon (AMZN.US)$It closed down 1.26%, with trading volume at $8.399 billion.
15th place$Oracle (ORCL.US)$It closed down 3.65%, with trading volume at $6.019 billion.
The latest reports indicate that Oracle has launched a new round of layoffs. According to leaked internal documents, some teams will see layoff rates in the double digits.
On Monday, September 14, local time, LinkedIn,$Reddit (RDDT.US)$Posts have begun appearing on platforms such as Blind, with posters claiming to have been affected by the latest round of layoffs.
Last month, reports indicated that Oracle had formulated a new round of layoffs aimed at cutting payroll costs. At the same time, the company is raising tens of billions of dollars through debt to fund its artificial intelligence infrastructure.
Last Friday, Oracle disclosed that it has expanded its ongoing corporate restructuring plan, adding $700 million for employee severance and layoffs to address the financial pressures resulting from heavy investments in artificial intelligence infrastructure.
16th place$Taiwan Semiconductor (TSM.US)$It closed down 3.52%, with trading volume at $5.997 billion.
According to **** media citing supply-chain sources, Taiwan Semiconductor has, for the first time, disclosed its expansion targets for the latest 2/3-nanometer processes next year: 2-nanometer capacity will increase from 90,000 wafers at the end of this year to 110,000 wafers by mid-next year, a 22% rise; 3-nanometer capacity will grow from over 180,000 wafers at year-end to 210,000 wafers by mid-next year, an increase of more than 16%. On September 13, Taiwan Semiconductor responded that it does not comment on market rumors, emphasizing that any statements regarding production capacity should be based on the company's official announcements.
17th place$CrowdStrike (CRWD.US)$It closed up 13.85%, with trading volume reaching $5.864 billion.
18th place$Palantir (PLTR.US)$It closed up 3.64%, with trading volume at $4.952 billion.
19th place$Dell Technologies (DELL.US)$It closed down 5.82%, with trading volume at $4.887 billion.
20th place$Marvell Technology (MRVL.US)$It closed down 7.32%, with trading volume at $4.766 billion.
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