To The Moon

NVIDIA, the top stock by trading volume on Wednesday, closed up 1% with a turnover of $28.977 billion. NVIDIA pre-released its new-generation Vera Rubin computing platform, which comprises six chips, including core components like the Vera CPU and Rubin GPU. The Rubin GPU offers a fivefold increase in AI training computational power compared to the previous Blackwell generation, with the entire architecture requiring only a quarter of the GPUs for training large AI models and reducing costs to one-seventh. Supporting third-generation confidential computing, this platform is set to become the first rack-scale trusted computing platform, with services expected to commence in the second half of 2026. Citigroup noted that the Vera Rubin platform presents a $5 trillion artificial intelligence opportunity for the company. Tesla, the second-highest by trading volume, closed down 0.36% with a turnover of $25.81 billion. A US legislator introduced a new bill requiring new passenger vehicles to be equipped with manual door unlocking mechanisms. This move aims to address growing safety concerns related to electric door handles, which were first widely popularized by Tesla. Democratic Representative Robin Kelly of Illinois proposed the "Ensuring Easy and Practical Emergency Egress Act," which is scheduled for review at a legislative hearing by a subcommittee of the US House Energy and Commerce Committee on January 13th. The bill mandates that vehicles with electric door systems must include clearly marked mechanical door latches that are "intuitively operable and readily accessible to occupants inside the vehicle." It also requires that vehicles have an emergency method to allow first responders quick entry in the event of a power failure. Tesla has not yet commented on the bill. A company executive stated in September 2025 that Tesla was working on a redesign of its door handles. Apple, the third-highest by trading volume, closed down 0.77% with a turnover of $12.588 billion. According to informed sources, the largest US bank, JPMorgan Chase, has reached an agreement to take over the Apple credit card business from Goldman Sachs. This deal, negotiated for over a year, will make JPMorgan Chase the new issuer of credit cards for the tech giant. The Apple Card, one of the largest co-branded card programs, currently has approximately $20 billion in outstanding balances. Barring any last-minute unforeseen complications, the agreement is expected to be announced shortly. It will further solidify JPMorgan Chase's dominant position in the credit card sector, while also marking the conclusion of Goldman Sachs's unsuccessful foray into consumer lending. Alphabet's Class A shares, the fifth-highest by trading volume, closed up 2.43% with a turnover of $11.238 billion. At Wednesday's close, the market capitalization of Google's parent company, Alphabet, reached $3.88 trillion, while Apple's market capitalization closed at $3.84 trillion. This shift in market cap ranking highlights the diverging paths of Alphabet and Apple in their respective artificial intelligence (AI) strategies. Meta Platforms, the eighth-highest by trading volume, closed down 1.81% with a turnover of $8.308 billion. Meta announced a delay in the global launch plan for its Ray-Ban Display smart glasses, citing an "unprecedented" surge in domestic US demand that has led to inventory shortages. This adjustment not only underscores the immense market enthusiasm for consumer AI hardware but also reveals the supply chain capacity bottlenecks Meta faces, while potentially providing a market window for competitors who are accelerating their own deployments. Meta Platforms announced on Tuesday that, due to an "unprecedented" explosion in domestic US demand and constrained inventory, the company has decided to postpone the global expansion plan for its Ray-Ban Display smart glasses. This strategic shift highlights the product's market popularity exceeding expectations, while also exposing the capacity constraints within the supply chain. Intel, the eleventh-highest by trading volume, closed up 6.47% with a turnover of $7.12 billion. Intel officially launched its AI PC chip series based on the 18A process technology at CES, which is seen as a key milestone for the company's manufacturing resurgence and technological leadership. The new chip generation utilizes a breakthrough transistor architecture and power delivery design, representing not only Intel's first large-scale mass production using the 18A process but also aiming to recapture market share from AMD and demonstrate that its foundry business has returned to the forefront of technological competition. Intel CEO Chen Liwu emphasized that the company has "fulfilled its commitment to deliver the first 18A process products in 2025." Intel Senior Vice President Johnson noted that "2026 will be a strategic inflection point for both the industry and Intel," hinting at a new phase of technological iteration and shifting market dynamics. Eli Lilly, the fourteenth-highest by trading volume, closed up 4.14% with a turnover of $5.127 billion. Eli Lilly is in advanced negotiations for a potential acquisition of Ventyx Biosciences for over $1 billion. Acquiring Ventyx would add drugs for treating inflammatory bowel disease, as well as treatments for conditions like Parkinson's disease, to Lilly's product pipeline. Furthermore, an experimental drug from Ventyx is currently in mid-stage development for treating obesity-related cardiovascular diseases. Taiwan Semiconductor Manufacturing (TSMC), the seventeenth-highest by trading volume, closed down 2.67% with a turnover of $3.755 billion. Smartphone chip giant Qualcomm is in discussions with Samsung Electronics regarding foundry cooperation for chips using a 2nm process. Reportedly, during the CES exhibition this week, Qualcomm CEO Cristiano Amon stated to media: "Among the many foundry companies, we were the first to initiate discussions with Samsung Electronics on foundry production using the latest 2nm process. We are aiming for rapid commercialization, and the design work has already been completed." This also implies that Samsung is poised to secure orders for Qualcomm's most advanced chips after a five-year hiatus. The initial order might involve transitioning the production of the Snapdragon 8 Elite processor, currently manufactured on TSMC's 3nm process, to the 2nm process.