The top-ranked stock by trading volume in the U.S. market, $SpaceX (SPCX.US), rose 7.79% with a trading volume of $35.189 billion.
On Tuesday, following the close of U.S. markets on the East Coast, SpaceX reported that for the third quarter of 2026 ended in September, revenue increased 161% year-over-year to $14.58 billion, exceeding analyst expectations of approximately $12.8 billion by more than 10%; net profit reached approximately $4.4 billion, 2.3 times the analyst forecast of $1.88 billion; and adjusted EBITDA profit surged 306% year-over-year to $8.81 billion, surpassing expectations by over 30%.
The most notable change in this earnings report is that SpaceX’s growth engine has shifted further toward its AI-focused business, Superintelligence (referred to as SI), beyond its traditional rocket launches and Starlink connectivity services. In Q3, SI generated $7.56 billion in revenue, a staggering 830% year-over-year increase, surpassing analyst expectations of $6.3 billion by 20%, and becoming the company’s largest revenue source for the first time.
During the earnings 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.
Musk first said he was "tap-dancing through a minefield." A few seconds later, he still provided an answer, stating there were "many benefits." Gene Munster of Deepwater Asset Management later counted that he said this about three times.
Ranked #2, $Meta Platforms (META.US) rose 0.47%, with a trading volume of $19.242 billion.
Meta reported Q3 2026 revenue of $64.6 billion, a 26% year-over-year increase; diluted EPS of $3.83; capital expenditures of $145 billion; and issuance of non-voting shares.
No. 3 $NVIDIA (NVDA.US)$ rose 2.54%, with a trading volume of $19.091 billion.
NVIDIA announced that it is expanding its global manufacturing capacity in collaboration with a group of supply chain partners to meet growing market demand for its accelerated computing and full-stack AI factory platform.
“We are currently in the largest infrastructure build-out in human history. Market demand is extremely strong, and production capacity has become the greatest constraint,” said Jensen Huang, founder and CEO of NVIDIA. “Our supply chain partners are among the world’s top manufacturers. We deeply appreciate their efforts to expand production globally, helping us increase output and deliver the AI supercomputing systems that are powering the next industrial revolution.”
Ranked 4th, Micron Technology (MU.US) rose 1.96%, with a trading volume of $18.926 billion.
According to Nikkei News, Scott DeBoer, Chief Technology and Product Officer at Micron (MU.O), stated that the company has evaluated 4F² memory technology for over 20 years and currently has no plans to adopt it; instead, it will continue advancing its existing technology roadmap with a focus on next-generation 3DDRAM. He believes that 4F² technology is more complex and costly, with limited practical advantages, whereas 3DDRAM holds greater growth potential.
Ranked 5th, $Tesla (TSLA.US)$ rose 3.41% with a trading volume of $17.376 billion.
Tesla reported Q3 2026 revenue of $28.046 billion and an adjusted EPS of $0.48, with profits declining for the second consecutive quarter, while free cash flow remained positive.
Tesla's total capital expenditure for the third fiscal quarter reached $4.73 billion, significantly below the Wall Street consensus expectation of $7.95 billion. This funding was intended to be a critical investment supporting Tesla’s strategic transition toward core business lines including artificial intelligence, robotics, and autonomous driving. Currently, Tesla’s entire business relies on just three vehicle models, while the company is advancing potential merger discussions with SpaceX, with both parties having established special committees to evaluate the transaction. Tasha Keeney, Director of Investment Analysis at Ark Invest, stated that Robotaxi autonomous ride-hailing services represent Tesla’s core future赛道, and that Tesla’s Cybercab offers a significant operational cost advantage over Waymo’s next-generation vehicles, placing it at the forefront of the industry. Notably, Tesla’s adjusted earnings per share for the third quarter came in at 48 cents, surpassing the market average expectation of 44 cents, indicating stronger-than-expected profitability. “Lower capital expenditure is only beneficial if it does not compromise future growth potential,” said Harris Kurshid, Chief Investment Officer at Karobaar Capital. “Tesla’s future valuation is heavily tied to Robotaxi and Optimus humanoid robotics. I need to determine whether these investments are merely being shifted across quarters or if the execution timeline for these businesses is significantly slower than expected.”
Ranked 6th, $Apple (AAPL.US)$ rose 1.32%, with a trading volume of $12.191 billion.
On Tuesday, Apple stated on its official website that it will invest up to $100 million over the next three years in Perryman Company, headquartered in Pennsylvania, to produce titanium used in Apple products. Apple specifically noted that Perryman melts, forges, and rolls titanium at its facility in Houston, Pennsylvania, with at least 80% of the material sourced from recycled content, and this titanium is used in the manufacturing of the iPhone Duo.
Apple states that titanium offers greater durability for devices like the iPhone Duo.
Rank 7: $Advanced Micro Devices, Inc. (AMD.US)$ rose 3.36%, with a trading volume of $9.799 billion.
AMD (AMD.US) will report its third-quarter fiscal year 2026 earnings on November 3. In his latest outlook, Wedbush analyst Matt Bryson provided a framework for evaluation: the actual numbers this quarter may not be the biggest variable; the strength of server CPUs will determine near-term upside potential, while management’s guidance for 2027 could serve as the pricing anchor for the stock. Bryson maintains an “Outperform” rating on AMD with a price target of $600.
Ranked 8th, $Google-A (GOOGL.US) fell 1.62%, with a trading volume of $9.552 billion.
Ranked 9th, $SanDisk (SNDK.US)$ rose 0.94%, with a trading volume of $9.447 billion.
Ranked 13th, Netflix (NFLX.US) closed down 5.31% with a trading volume of $6.609 billion.
Streaming giant Netflix (NFLX.US) released its third-quarter 2026 earnings report and held an earnings call after the close of U.S. markets on Tuesday.
Driven by subscriber growth, higher membership prices, and increased advertising revenue, the company’s quarterly revenue rose nearly 12% year-over-year, with net profit surging 44% and operating margin expanding further. However, due to slower-than-expected rollout of certain advertising product features, Netflix lowered its full-year advertising revenue forecast and slightly revised down its full-year revenue outlook.
The company expects an operating profit of $3.5 billion for the fourth quarter, with an operating margin of 26.0%, up from 24.5% in the same period last year but significantly lower than the 34.6% in the third quarter. For the full year, Netflix anticipates 2026 revenue of approximately $51.1 billion, representing a 13% year-over-year growth, about 0.2% below the midpoint of its previous full-year revenue forecast. The company expects a full-year operating margin of 31.5% for 2026, up from 29.5% in 2025.
Ranked 19th, $Lam Research (LRCX.US)$ closed down 1.00%, with a trading volume of $4.046 billion.
Lam Research's Q1 FY2027 results: Revenue of $8.22 billion, up 22% sequentially; adjusted EPS of $2.20, up 21% sequentially. Non-GAAP gross profit was $4.31 billion, representing 52.4% of revenue; non-GAAP operating expenses were $1.0 billion; non-GAAP operating margin was 40.2%; non-GAAP net income was $2.77 billion.