On Wednesday, **Nvidia** (turnover: $32.84 billion) rose 1.37%. CEO Jensen Huang urged employees to maximize AI adoption, dismissing job loss fears. In a leaked recording, Huang criticized managers discouraging AI use, stating, "Automate everything possible with AI—your jobs are safe."

**Tesla** (turnover: $26.4 billion) gained 1.71%. Its Robotaxi app update revealed plans to eliminate safety drivers by enabling in-cabin video/audio data sharing for remote monitoring. However, European sales plunged 48.5% YoY in October, with YTD regional EV sales down ~30%, contrasting the industry’s 26% surge.

**Google (Class A)** (turnover: $16.3 billion) fell 1.08%. Morgan Stanley highlighted Google’s potential to sell custom TPUs externally, estimating 500K–1M annual units could boost 2027 cloud revenue by 10% and EPS by 3%. The report noted limited impact on Nvidia but benefits for **Broadcom** (up 3.26%, turnover: $11.09 billion).

**Meta Platforms** (turnover: $9.2 billion) dipped 0.41% amid reports of exploring multi-billion-dollar TPU purchases from Google for data centers.

**AMD** (turnover: $9.14 billion) jumped 3.93%. Morgan Stanley noted chipmakers’ varying margins: Nvidia (~75%) vs. AMD (~50%).

**Robinhood** (turnover: $5.88 billion) soared 10.93% after announcing a futures/derivatives exchange partnership with Susquehanna International to expand its prediction markets (e.g., sports, Fed rates). Since launching with Kalshi, over 1M users traded 9B contracts.

**Oracle** (turnover: $5.27 billion) rose 4.02% as Deutsche Bank dismissed AI spending concerns, projecting minimal long-term EPS/cash flow impact.

**TSMC** (turnover: $3.45 billion) climbed 1.85% after suing ex-VP Lo Wei-jen for allegedly leaking trade secrets to Intel.

**Alibaba** (turnover: $3.36 billion) edged up 0.38%.