On Tuesday, Nvidia, ranking second in US stock trading volume, closed down 2.01% with a transaction value of $26.971 billion. Moore Threads, dubbed 'China's Nvidia' and 'the first domestic GPU stock,' has confidentially filed for a Hong Kong IPO. Citing insiders, reports indicate that despite recent volatility in Moore Threads' A-shares, the offering is expected to raise at least $1 billion (approximately HK$7.8 billion). CITIC Securities, which previously served as its sponsor for the STAR Market IPO, is expected to lead the Hong Kong stock issuance.

Micron, ranking third, fell 1.61% with $26.771 billion in transactions. Tesla, ranking sixth, rose 3.98% to $18.5 billion in trading. Tesla announced that the Slovenian government has approved its Full Self-Driving (FSD) system for use on the country's roads, making it the sixth European nation to authorize the system ahead of a potential EU-wide approval vote. Intel, ranking seventh, climbed 9.05% to $14.347 billion in volume. Industry sources indicate that Intel is likely to implement a new round of price adjustments for its consumer processor product line in October, with increases of up to 10% expected for several popular models. If this price adjustment materializes, Intel's consecutive price hikes this year would directly escalate hardware costs across the entire PC and DIY assembly markets to new heights.

AMD, ranking eighth, gained 5.90% with $14.055 billion in trades. SpaceX, ranking ninth, rose 3.73% to $12.911 billion. SpaceX's weight in the Nasdaq 100 is expected to increase. Due to lock-up restrictions limiting its free-float shares, SpaceX currently holds only a 1.25% weight in the index, ranking 19th, despite a market cap exceeding $2 trillion, which places it sixth among index constituents. After the next index rebalancing, SpaceX's weight is anticipated to rise. The related adjustments will be announced after Friday's close and take effect on September 21. This is partly because over 1 billion shares have been unlocked, boosting SpaceX's free-float ratio from under 10% shortly after the IPO to nearly 30%.

Meta Platforms, ranking tenth, slipped 0.53% to $11.248 billion. US law enforcement has expressed concerns that Meta's smart glasses could be used for covert surveillance and reconnaissance. Apple, ranking 11th, fell 1.17% to $11.05 billion. Apple's new CEO, Turnus, is set to unveil a foldable iPhone at Wednesday's launch event. Microsoft, ranking 14th, declined 1.15% to $9.206 billion.

Bloom Energy, ranking 15th, jumped 9.63% to $7.572 billion. S&P Dow Jones Indices recently announced that Bloom Energy, Everpure, and Illumina will be added to the S&P 500, effective before the market opens on September 21. This inclusion is expected to attract mandatory allocation funds from global passive index funds, enhancing stock liquidity and institutional attention. Amazon, ranking 17th, dropped 0.60% to $7.387 billion. A Boeing 767-300 cargo aircraft operated by the US e-commerce giant suffered a severe accident on the 6th, overshooting the runway during landing and resulting in five fatalities and five injuries. Qualcomm and Amazon will collaborate across multiple generations on custom AI inference chips, while jointly developing optical interconnect solutions extending to 1.6T and higher specifications to meet AWS's expanding AI infrastructure demands.

Lumentum Holdings Inc., ranking 18th, surged 11.04% to $7.114 billion, with optical communication stocks showing strong momentum. NBIS, ranking 19th, rose 7.73% to $6.488 billion. Palantir has designated the company as a preferred sovereign AI infrastructure partner.