NVIDIA, ranked first in Thursday's US stock turnover, closed down 1.64%, with a turnover of $35.321 billion. Reports indicate that OpenAI has launched its first AI model utilizing chips from Cerebras, a competitor to NVIDIA. The report states that OpenAI released the GPT-5.3-Codex-Spark, an AI model based on chips from semiconductor startup Cerebras Systems. This model is a lighter but faster version of its latest code automation software, Codex, aimed at competing with companies like Alphabet's Google and Anthropic in the AI programming assistant market.

Tesla, ranked second, closed down 2.62%, with a turnover of $25.81 billion. According to Teslarati, Tesla's Supercharger stations in Sweden remain inactive due to a conflict with the IF Metall union. A Swedish administrative court rejected Tesla's appeal for a mandatory grid connection, resulting in the Ljungby Supercharger station being stalled for nearly two years since its construction. The court ruled that the union strike against Tesla Sweden constituted a valid reason for the delayed connection. The Ljungby station was one of the first to be denied grid access following strikes initiated by IF Metall in late 2023. Electricians at the local grid operator, Ljungby Energi Nät, were involved in a sympathy strike by the Seko union, preventing the station's connection.

Apple, ranked third, closed down 5%, marking its largest single-day decline since early April 2025, with a turnover of $20.43 billion. Reports suggest that Apple is facing renewed obstacles in developing a new version of Siri. Technology journalist Mark Gurman reported that Apple's long-planned upgrade for the Siri virtual assistant has encountered issues during recent testing, potentially delaying the release of several highly anticipated features. Apple initially planned to include these new features in the iOS 26.4 update scheduled for March but is now considering rolling them out incrementally in future versions. This means at least some features may not arrive until the iOS 26.5 release in May or even the iOS 27 release in September. This represents the second major delay for the new Siri since its upgrade was announced in 2024. Additionally, following allegations of conservative media censorship on the Apple News platform, US Federal Trade Commission Chairman Andrew Ferguson has called on Tim Cook to investigate potential political bias in the platform's operations. In a letter posted on platform X on Wednesday, Ferguson wrote, "Recent reports indicate that Apple News systematically prioritizes news articles from left-leaning media while suppressing content from more conservative outlets."

SanDisk, ranked seventh, closed up 5.16%, with a turnover of $14.711 billion. US memory-related stocks continued their recent upward trend on Thursday. Year-to-date, SanDisk has surged over 160%.

Palantir, ranked ninth, closed down 4.83%, with a turnover of $9.528 billion. "Big Short" investor Michael Burry warned that Palantir's stock could plummet nearly 60%. Reports indicate that while Palantir announced receiving a significant authorization from the US Defense Information Systems Agency (DISA), prominent investor Michael Burry expressed caution regarding the stock. He recently warned that Palantir's stock is poised for a major technical plunge, potentially dropping nearly 60%, with the next support level around $80 and an ultimate "landing zone" between $50 and $60.

AppLovin, ranked twelfth, closed down 19.68%, with a turnover of $7.079 billion. The stock has declined over 45% year-to-date. UBS analysts lowered their price target for the company ahead of its Q4 earnings report. The analyst significantly reduced the stock's price target from $840 to $686 but maintained a "Buy" rating. This adjustment comes as AppLovin prepares to release its financial results. The substantial cut in the price target may signal increased caution to investors, leading to selling pressure before the official earnings announcement. The analyst noted that AppLovin's stock is extremely volatile, with 62 instances of single-day price movements exceeding 5% over the past year. Against this backdrop, today's decline suggests the market views the news as significant but not an event that fundamentally alters the perception of its business.

Cisco, ranked seventeenth, closed down 12.32%, with a turnover of $5.187 billion. Cisco's comments on the impact of memory prices weighed on tech stocks on Thursday, with its stock recording its largest single-day drop since a 13.7% plunge on May 19, 2022. Continuously soaring memory prices have made Cisco a new "victim." The company disclosed on Wednesday afternoon that rising memory prices in the latest quarter impacted its gross margin. "On the memory side, we will control what we can control," Cisco CEO Chuck Robbins stated during the earnings call. He noted the company has implemented several strategies to address the price surge, including raising prices on some products, and is "revising contract terms with channel partners and customers to adapt to changing component prices." "Overall, we are confident we can navigate this industry-wide dynamic more smoothly than our peers." Mizuho Securities trading desk analyst Jordan Klein pointed out that the company may face gross margin pressure for two to three quarters, and its weak performance guidance poses a "material risk" to Hewlett Packard Enterprise and Dell, with Arista Networks also likely to be affected.

Walmart, ranked nineteenth, closed up 3.78%, again reaching a new all-time high, with a turnover of $4.437 billion.