NVIDIA, the top stock by trading volume on Tuesday, closed up 0.68%, with a turnover of $32.941 billion. HSBC lowered its price target for NVIDIA from $320.00 to $310.00 per share, while maintaining a "Buy" rating on the stock.

Tesla Motors, the second most actively traded stock, closed higher by 2.39%, with a trading volume of $23.386 billion. Recently, Tesla Motors confirmed that the first production model of its Cybercab rolled off the assembly line in Texas, USA, two months ahead of schedule. This vehicle is designed specifically for full self-driving capability and lacks a steering wheel and pedals. Industry observers believe this milestone marks a crucial phase in Tesla Motors' autonomous driving strategy. However, the Cybercab still faces regulatory approval challenges, and opinions within the industry regarding its development path are divided.

Additionally, Tesla Motors' 2025 financial data showed a decline, as the company pivots towards areas like AI, though recent market reactions have not been optimistic. It is noteworthy that Zoox, owned by Amazon, had already received a federal exemption for such vehicles in August 2025. Its autonomous vehicles, which also have no steering wheel or pedals, are currently approved to offer limited public transit services in Las Vegas and San Francisco. Reports indicate the vehicle's design eliminates a traditional front and rear, featuring a completely symmetrical body capable of bidirectional travel.

For the full year 2025, Tesla Motors' core financial and delivery metrics declined. Financial reports show that Tesla Motors' 2025 revenue was $94.827 billion, down approximately 3% year-over-year; GAAP net profit was $3.794 billion, a decrease of about 46% compared to the previous year. In terms of deliveries, Tesla Motors delivered a total of 1.6361 million vehicles in 2025, an 8.55% decline year-over-year.

SanDisk, ranked third by trading volume, closed down 4.20%, with a turnover of $19.29 billion. Well-known short-selling firm Citron announced it is shorting SanDisk, referring to the current memory chip market boom as a "supply illusion."

Advanced Micro Devices, the fourth most traded stock, closed up 8.77%, with a trading volume of $17.246 billion. Reports indicate that Meta and Advanced Micro Devices have reached an AI chip agreement valued at over one hundred billion dollars. As part of the agreement, Advanced Micro Devices has agreed to grant Meta equity equivalent to approximately 10% of its total shares, contingent upon meeting specific milestones.

On February 24, Meta announced a strategic AI chip agreement with chip giant Advanced Micro Devices, planning to deploy up to 6 gigawatts of Advanced Micro Devices artificial intelligence chips over the next five years for data center expansion. The deal is estimated to be worth over one hundred billion dollars, and Meta is also expected to hold up to a 10% stake in Advanced Micro Devices.

Under the agreement, Meta will purchase large quantities of Advanced Micro Devices' latest-generation AI chips, the MI450 series. Advanced Micro Devices stated that each gigawatt of computing power translates to revenue of tens of billions of dollars. Meta expects to begin deploying the first gigawatt of computing power later this year.

Furthermore, as part of the deal, Advanced Micro Devices has agreed to grant Meta equity roughly equivalent to 10% of its total shares, subject to meeting specific milestone conditions—Meta can only receive the final tranche of shares if Advanced Micro Devices' stock price reaches $600.

Apple, ranked sixth by trading volume, closed up 2.24%, with a turnover of $12.71 billion. According to informed sources, Apple's highly anticipated attempt at a touchscreen laptop will bring significant changes to the Mac interface, including the introduction of the "Dynamic Island" feature found on iPhones. The first touch-enabled Macs are scheduled for release this autumn, featuring the "Dynamic Island" at the top center of the display. Apple is redesigning its 14-inch and 16-inch MacBook Pro models to incorporate these features and equip them with the same screen technology used in iPhones: OLED.

Meta Platforms, ranked eleventh, closed up 0.32%, with a trading volume of $6.432 billion. Meta and Advanced Micro Devices announced an expansion of their strategic partnership. Starting in the second half of 2026, Meta will purchase Advanced Micro Devices' chips and computers over the next five years, deploying up to 6 gigawatts of computing power. While specific financial terms were not disclosed, Advanced Micro Devices CEO Lisa Su stated that the contract value per gigawatt of computing power would reach the "tens of billions of dollars level." This implies the total value of the agreement could exceed $60 billion and potentially reach hundreds of billions of dollars.

Taiwan Semiconductor Manufacturing Company, ranked thirteenth, closed up 4.25%, with a trading volume of $5.059 billion. Apple announced on Tuesday a significant expansion of its factory operations in Houston, marking the first time the Mac mini will be produced domestically in the United States.

In addition, the company will expand advanced AI server manufacturing capabilities at this facility and begin offering hands-on training later this year at its new advanced manufacturing center. Apple has committed to creating thousands of jobs in Houston.

Separately, US officials reportedly briefed executives from Apple, NVIDIA, Advanced Micro Devices, and Qualcomm on the risks of over-reliance on Taiwan Semiconductor Manufacturing Company. The report mentioned a potential conflict scenario in 2027 and subsequent investments by Taiwan Semiconductor Manufacturing Company and its suppliers in US wafer fabs.

Intel, ranked fifteenth, closed up 5.71%, with a trading volume of $4.468 billion. Citigroup downgraded its rating on the stock to "Sell." Citigroup warned that Intel's foundry business is struggling, and even investments from NVIDIA cannot rescue it. While the bank raised its price target for Intel to $29, considering the stock's recent rise, given the current price is around $30, this implies a "Sell" rating.

Booking Holdings, ranked twentieth, closed up 5.11%, nearly fully recovering from the previous day's losses, with a trading volume of $3.248 billion. The stock had closed down 5.05% on the previous trading day.