U.S. stock market turnover leader $ SpaceX ( SPCX.US )$ rose 7.79%, with trading volume of $35.189 billion.

After the U.S. stock market closed on Tuesday, September 20th, Eastern Time, SpaceX announced that for the third quarter of 2026, which ended in September, the company's revenue increased by 161% year-on-year to $14.58 billion, exceeding analysts' expectations of around $12.8 billion by more than 10%; net profit was approximately $4.4 billion, 2.3 times the analysts' forecast of $1.88 billion; adjusted EBITDA profit soared by 306% year-on-year to $8.81 billion, more than 30% higher than expected.

The most prominent change in this financial report is that the growth engine of SpaceX has shifted further from traditional rocket launches and the interconnect business of "Stellar Chain" (Starlink) to the "Super Intelligence" business in the AI domain (hereinafter referred to as SI). In the third quarter, SI revenue reached $7.56 billion, a staggering year-on-year increase of 830%, which is 20% higher than the analysts' forecast of $6.3 billion, and for the first time, it became the company's largest source of revenue.

During the financial report conference call, Musk confirmed that SpaceX and Tesla have each established special committees composed of independent directors to discuss a potential merger. The combined valuation of the two companies is approximately $3.5 trillion.

Elon Musk first said that he was "dancing tap dance in a minefield." A few seconds later, he still provided an answer, stating that there were "many benefits" to it. Gene Munster counted afterwards and found that he repeated this statement about three times. Deepwater Asset Management

2nd place: $ Meta Platforms ( META.US )$ rose by 0.47%, with trading volume of 19.242 billion US dollars.

Meta In 2026, Q3 achieved revenue of $64.6 billion, a year-on-year increase of 26%; after dilution, the EPS was $3.83 per share. Capital expenditure amounted to $145 billion, and non-voting new shares were issued.

3rd place: $NVIDIA ($NVDA.US)$ rose 2.54%, with trading volume of 19.091 billion US dollars.

NVIDIA announced that it is joining forces with a group of supply chain partners to expand global manufacturing capacity in order to meet the growing market demand for its accelerated computing and full-stack AI factory platforms.

"We are in the midst of the largest wave of infrastructure construction in human history. Market demand is extremely strong, and production capacity has become the biggest constraint," said Jensen Huang, founder and CEO of NVIDIA. "Our supply chain partners are all top global manufacturers. We are very grateful for their efforts to expand production around the world, which has helped us increase output and deliver the AI supercomputing systems that will support the new round of industrial revolution."

4th place: Micron Technology ($MU.US)$ rose 1.96%, with trading volume of 18.926 billion US dollars.

According to Nikkei News, Scott DeBoer, the Chief Technology and Product Officer of Micron Technology ( MU.O ), stated that the company has been evaluating 4F2 storage technology for over 20 years and currently has no plans to adopt it. Instead, they will continue to pursue their existing technological roadmap, with a focus on developing the next generation of 3D DRAM. He believes that 4F2 technology is more complex and costly, with limited practical advantages, whereas 3D DRAM holds greater potential for development.

5th place: $Tesla ($TSLA.US)$ rose 3.41%, with trading volume of $17.376 billion.

Tesla's revenue in 2026 was $28.046 billion, with an adjusted EPS of $0.48 per share. Profits have declined for two consecutive quarters, but free cash flow did not turn negative.

Tesla's total capital expenditure in the third fiscal quarter reached $4.73 billion, far below Wall Street's consensus forecast of $7.95 billion. This funding was supposed to be a key investment to support Tesla's strategic transformation towards core business areas such as artificial intelligence, robotics, and autonomous driving. Currently, Tesla's entire business is supported by just three models, and the company is also pursuing a potential merger with SpaceX. Both parties have established special committees to evaluate this transaction. Tasha Kini, Director of Investment Analysis at Ark Invest, stated that Robotaxi autonomous taxis represent Tesla's future core focus. Compared to Waymo's next-generation models, Tesla's Cybercab has a significant operational cost advantage and is in a leading position within the industry. Notably, Tesla's adjusted earnings per share for the third quarter were 48 cents, exceeding the market's average expectation of 44 cents, indicating better-than-expected profit performance. "Only if lower capital expenditure does not come at the cost of future growth potential is it considered positive," said Harris Kursheed, Tesla's Chief Investment Officer. "Tesla's future valuation is highly tied to Robotaxi and Optimus humanoid robot businesses. I need to clarify whether these investments are merely being shifted between different quarters or if the implementation progress of these related businesses is much slower than expected."

6th place: Apple ($AAPL.US) rose 1.32%, with transactions amounting to 12.191 billion US dollars.

Apple stated on its official website on Tuesday that it will invest up to $100 million over the next three years in Perryman Company, which is located in Pennsylvania, for the production of titanium metal used in Apple products. Apple specifically mentioned that Perryman smelts, forges, and rolls titanium metal in its factory in Houston, Pennsylvania, with at least 80% of the material being recycled. This titanium metal is used to manufacture iPhone and Duo.

Apple states that titanium metal can provide higher durability for devices such as iPhone and Duo.

7th place: $American Ultra Micro Corporation ( AMD.US )$ rose 3.36%, with trading volume of 9.799 billion US dollars.

AMD ( AMD.US ) will announce its third-quarter results for the fiscal year 2026 on November 3rd. Wedbush Analyst Matt Bryson provided a framework in their latest outlook: The numbers for this quarter may not necessarily be the biggest variable; rather, the strength of the server CPU will determine the short-term upside potential, while management's stance for 2027 could serve as a pricing anchor for the stock price. Bryson has given AMD a "outperform the market" rating with a target price of $600.

8th place: Google-A ($GOOGL.US)$ fell 1.62%, with trading volume of 9.552 billion US dollars.

9th place: $SanDisk ( SNDK.US )$ rose by 0.94%, with trading volume of 9.447 billion US dollars.

13th place: Netflix ($NFLX.US)$ fell 5.31%, with trading volume of $6.609 billion.

Streaming media giant Netflix ( NFLX.US ) released its financial results for the third quarter of 2026 after the close of U.S. stock trading on Tuesday and held a earnings conference call.

Driven by the growth in subscribed users, increases in membership fees, and higher advertising revenue, the company's revenue for the quarter increased by nearly 12% year-on-year, while net profit soared by 44%, and the operating margin further expanded. However, due to the slower-than-expected rollout of certain advertising product features, Netflix has lowered its annual advertising revenue forecast and slightly revised its annual revenue outlook downward.

The company expects operating profit in the fourth quarter to be $3.5 billion, with an operating margin of 26.0%, which is higher than the 24.5% of the same period last year, but significantly lower than the 34.6% of the third quarter. For the whole year, Netflix forecasts revenue for 2026 to be approximately $51.1 billion, a year-on-year increase of 13%, which is about 0.2% lower than the median of its previous annual revenue forecast range. The company expects the annual operating margin for 2026 to be 31.5%, higher than 29.5% in 2025.

19th place: $Fanlin Group ($LRCX.US)$ fell 1.00%, with trading volume of $4.046 billion.

Fujifilm Group's Q1 fiscal year 2027 performance: Revenue of $8.22 billion, a quarter-on-quarter increase of 22%; Adjusted EPS of $2.2 billion, a quarter-on-quarter increase of 21%. Non-GAAP gross profit was $4.31 billion, accounting for 52.4% of revenue; Non-GAAP operating expenses were $1 billion; Non-GAAP operating margin was 40.2%; Non-GAAP net profit was $2.77 billion.