Top 20 in US Stock Trading Volume: Epic Surge, NVIDIA Up Over 18%, Tesla Up Over 22%

On Wednesday, NVIDIA ranked first in US stock trading volume, closing up 18.72% with a trading volume of $64.544 billion. Affected by Trump's suspension of imposing high tariffs on most countries, technology stocks on the US stock market generally closed higher on Wednesday.

There is also news that after NVIDIA's CEO Jensen Huang attended a dinner at Mar-a-Lago last week, the Trump administration changed its plan to restrict the export of NVIDIA's H20 artificial intelligence chips.

The US plan for export control of chips has been in the works for several months and could be implemented as soon as this week.The change in the plan occurred after NVIDIA promised the Trump administration that the US would make new investments in artificial intelligence data centers.

Apple ranked third, closing up 15.33%, achieving the largest single-day gain since March 2020, with a trading volume of $34.242 billion.According to industry insiders' calculations, if Apple manufactures iPhones in the US, their price could rise to $3,500, tripling the current market price.

Meta Platforms ranked fourth, closing up 14.76%, with a trading volume of $21.17 billion. The company announced the launch of its new generation of open-source large model Llama 4 on April 5.

Currently, Llama 4 has two versions with a Mixture of Experts (MoE) architecture, namely Scout and Maverick. The more powerful Llama 4 Behemoth is still under training.

However, shortly after the model was released, a flood of doubts emerged. After developers conducted actual tests on Llama 4, they found that its real performance was not as amazing as advertised, and there were even many problems.

Some developers questioned that Meta cheated to "rig the rankings" by conducting "tailored" training on the model according to relevant evaluation benchmarks. The well-known technology media TechCrunch also published an article, directly pointing out that the performance test of Meta's new AI model is "somewhat misleading."

Amazon ranked fifth, closing up 11.98%, with a trading volume of $20.843 billion. The company is considering a warehouse expansion plan worth $15 billion, and will build approximately 80 new logistics facilities in urban and rural areas of the United States.

Amazon is asking potential capital partners to submit proposals. It is expected that these facilities will mainly be distribution centers, but some of these properties will also include large fulfillment centers equipped with robots.

Microsoft ranked sixth, closing up 10.13%, with a trading volume of $18.607 billion. The latest CIO survey report released by Morgan Stanley shows that despite the uncertainty in the macro environment, Microsoft's leading position in the field of generative artificial intelligence (GenAI) remains stable, and it is expected to become the main beneficiary of the transfer of corporate IT budgets and AI investments. The bank maintains its "overweight" rating on Microsoft, with a target price of $530.

Palantir ranked seventh, closing up 19%, with a trading volume of $15.82 billion. The stock has risen by more than 24% so far this week.

Broadcom ranked eighth, closing up 18.66%, with a trading volume of $12.61 billion. The brokerage firm Jefferies lowered the target price of Broadcom from $265 to $200.

Alphabet's Class A shares ranked ninth, closing up 9.68%, with a trading volume of $10.668 billion. Google released the seventh-generation Tensor Processing Unit (TPU) Ironwood, helping to usher in the era of AI inference.

 

Amin Vahdat, vice president/general manager of Google's Machine Learning, Systems, and Cloud AI, said that Ironwood represents a major shift in the development of AI and the infrastructure that drives its progress.

Strategy ranked tenth, closing up 24.76%, with a trading volume of $10.446 billion. On Wednesday, Bitcoin rose to touch $83,000 per coin, up 8.75% on the day. Driven by this, the cryptocurrency sector of the US stock market generally rose.

AMD ranked eleventh, closing up 23.82%, with a trading volume of $8.663 billion. Recently, there were reports that AMD's share of the X86 CPU market reached a historical high.

TSMC ranked sixteenth, closing up 12.29%, with a trading volume of $6.797 billion. Susquehanna analyst Mehdi Hosseini released a research report, reaffirming the "outperform the market" rating on TSMC. The latest market survey shows that TSMC's wafer shipments and average selling price (ASP) trends remain stable.

 

Hosseini pointed out that according to a regulation on tariffs, if at least 20% of the value of an imported product is "produced or transformed" within the United States, then the tariff will only apply to the non-US part of the content.

 

Given that approximately 70% of TSMC's revenue comes from US customers, some of its chip products may meet the requirements of the "value of US content," thereby reducing the overall tariff level imposed.