On Thursday, Meta ranked second by trading volume among US stocks, rising 4.50% with $26.6081 billion in turnover. At its Meta Connect conference, Meta unveiled Horizon Create and Horizon Studio. The new tools allow users to build games using agent-based creative capabilities.

Ranked third, Micron gained 0.81% with $23.4151 billion in turnover. Reports indicate that Micron faces an ITC investigation regarding Netlist's patent claims.

Ranked fifth, Nvidia fell 0.41% with $17.2741 billion in turnover.

Ranked sixth, AMD rose 2.38% with $15.652 billion in turnover.

Ranked seventh, Intel climbed 3.91% with $14.828 billion in turnover. At the Apsara Conference, Alibaba Cloud's terminal intelligence unit and Intel announced a collaboration focused on browser engine optimization, hardware acceleration, and high-density cloud deployment to jointly advance the large-scale application of Agentic Browser in agent scenarios. In addition, Intel and Alibaba Cloud jointly developed the ninth-generation Alibaba Cloud Panjiu server based on Intel Xeon 6 processors, with both parties conducting software-hardware co-optimization for AI-driven block storage scenarios.

Ranked eighth, SanDisk dropped 3.47% with $14.44 billion in turnover.

Ranked ninth, SpaceX slipped 0.22% with $10.717 billion in turnover. The US Department of Defense reached an agreement with SpaceX, granting it exclusive access to the highest-level VCM-class classified space tracking data. In exchange, SpaceX will provide the military with observation data from its Stargaze system. The agreement stipulates that the classified data is restricted to internal use by SpaceX and may not be used for commercial profit.

Ranked eleventh, Tesla declined 0.57% with $13.66 billion in turnover. The European Automobile Manufacturers' Association (ACEA) reported that total European vehicle registrations (EU + EFTA + UK) grew 5.3% year-over-year to 833,000 units. Tesla's sales increased 4% year-over-year and 43.3% year-to-date.

Ranked thirteenth, Apple dipped 0.33% with $8.312 billion in turnover. Qualcomm's global patent licensing agreement with Apple will be renewed on April 1, 2027.

Ranked twelfth, Microsoft fell 0.53% with $8.248 billion in turnover. On September 23 local time, Microsoft announced it will invest over $10 billion in capital and operating expenditures in the Middle East by 2030, focusing on expanding cloud computing and AI infrastructure and strengthening cooperation in Kuwait, Qatar, Saudi Arabia, and the UAE. Microsoft also plans to invest more than $400 million by 2030 to build subsea and terrestrial network connectivity in the Middle East and launch a digital resilience initiative to enhance data protection, business continuity, and cybersecurity cooperation.

Ranked thirteenth, Amazon edged up 0.04% with $8.183 billion in turnover.

Ranked fourteenth, Google Class A rose 1.34% with $8.0861 billion in turnover. Google launched Gemini 3.8 Live featuring real-time avatar functionality. On the same day, Google announced the release of an open-source GKE intelligent migration tool. Next Thursday, Google will send an experimental satellite into orbit. The satellite has sufficient computing power to respond to simple AI query requests from space. This work is part of Google's ambitious Project Suncatcher, which aims to deploy AI data centers in space powered by solar energy.

Ranked fifteenth, Oracle fell 3.47% with $7.769 billion in turnover. Oracle issued a force majeure notice regarding its New Mexico data center. Oracle stated that force majeure notices are common in project development of this scale and are typically used to preserve contractual rights between project partners.

Ranked nineteenth, Broadcom dropped 1.30% with $7.3 billion in turnover.