1. **Tesla** closed up 2.70% with $42.994 billion in trading volume. After Google DeepMind's chief scientist suggested Tesla's Robotaxi lagged behind Waymo, CEO Elon Musk responded, "Waymo never stood a real chance against Tesla." Musk also announced that Robotaxi would eliminate safety drivers in three weeks, marking the start of fully autonomous passenger service. Separately, reports indicate SpaceX, another Musk venture, is secretly engaging underwriters for a 2026 IPO targeting a $1.5 trillion valuation.

2. **Nvidia** fell 3.27%, with $35.866 billion in turnover. Reports revealed Peter Thiel’s fund liquidated its Nvidia holdings last quarter. Meanwhile, sources confirmed Nvidia is evaluating capacity expansion for its high-performance H200 AI chips due to overwhelming demand. The U.S. government, under President Trump, will permit Nvidia to export its second-fastest AI chip, the H200, to China—subject to a 25% sales fee.

3. **Broadcom** plunged 11.43%, its steepest drop since late January, on $33.999 billion in volume. The company’s AI revenue outlook disappointed investors amid its rivalry with Nvidia. CEO Hock Tan disclosed $73 billion in AI backlog orders for the next six quarters—a figure he called the "floor"—but failed to clarify profitability timelines or address margin concerns, sparking sell-offs after a recent rally.

6. **Oracle** slid 4.47% ($10.449 billion) amid a 12.7% weekly decline. Reports cited delays in OpenAI data center construction, now pushed to 2028 due to labor and material shortages. Co-CEO Clay Magouyrk affirmed progress on OpenAI’s Texas facility, equipped with over 96,000 Nvidia AI chips.

9. **Amazon** dipped 1.78% ($7.874 billion). The company announced it will phase out its long-standing "mixed inventory" FBA model by March 2026.

10. **AMD** dropped 4.81% ($7.773 billion) as CEO Lisa Su sold 125,000 shares.

13. **Micron** tumbled 6.70% ($6.194 billion). Memory supply shortages persist, with NAND prices surging nearly 50% monthly. Module makers fear cost inversion amid volatile pricing, while industry inventories may deplete by Q1 2026.

17. **Lululemon Athletica** jumped 9.60% ($4.187 billion) post-earnings. CEO Calvin McDonald will step down Jan 31; CFO Meghan Frank and CCO André Maestrini were named interim co-CEOs.

19. **GEV** fell 4.61% ($3.485 billion) despite a 6.4% weekly gain. The firm doubled dividends, expanded buybacks, and raised 2026 guidance, signaling robust demand for natural gas power generation. Wall Street analysts turned bullish post-announcement.