Stocks Compress, Apple’s Power, Quantum, Nuclear, and Other Theme Stocks

The U.S. stock market was open for sale on the expiration date of futures options, but it rose when the leaders of the U.S. and China mentioned positive phone calls. In the meantime, Apple (+3.20%) led the market’s rise, and most stock groups were in the process of digesting the sale and compression of stocks. In addition, ahead of the market close, the market closed with increased volatility in individual stocks due to the expiration date of futures options (Dow +0.37%, Nasdaq +0.72%, S&P 500 +0.49%, Russell 2000 -0.77%, Philadelphia Semiconductor Index -0.73%)

• Variants: US-China Talks, Apple, Quantum Computer, Bitcoin

President Trump announced that he had completed a very productive phone call with President Xi Jinping over the phone. In addition, he mentioned that progress has been made on many issues, including trade, pantanil, the need to end the war in Ukraine, and TikTok. He also announced that he would meet at the APEC Leaders Meeting in Korea, visit China early next year, and agree on Xi’s visit to the U.S. at an appropriate time. In addition, he mentioned that he would have additional conversations over the phone. President Xi Jinping also mentioned that the phone call with President Trump was practical, positive and constructive. In addition, the U.S. argues that restrictive trade measures that undermine the outcome of recent trade negotiations should be avoided. In general, progress has been made, including TikTok, and the stock market is positive.

Amid this development, Apple (+3.20 percent) led the market to rise. The positive impact is that the iPhone 17 series has been in high demand from the reservation stage, with a long waiting period starting from the first day of its release. This stimulates expectations for Apple’s future performance. The company also requested suppliers to increase production of iPhone 17 models by at least 30 percent. Of course, iPhone 17 Air models have been delayed in certain regions including China due to telecommunications and regulatory issues in some countries, but the impact is not significant. After all, most stocks in the U.S. stock market are going through the process of digesting the sale, but it can be said that Apple’s strong performance led the U.S. stock market amid expectations of a surge in iPhone sales

Meanwhile, it is also characterized by the decline in Bitcoin and the rise of quantum computer-related companies. Solana co-founder Anatoly Jacobenko recently announced the contents of the All-In Summit conference, which was held today, emphasizing that there is a 50 percent chance of a major breakthrough in quantum computing in the next five years, and warning that Bitcoin should recognize it as a short-term risk and prepare for it. He pointed out that advances in AI can accelerate quantum research and commercialization, which is why he mentioned the vulnerability of Bitcoin’s security structure. In other words, Bitcoin verifies transactions based on electronic signatures (ECDSA) derived from private keys, but he mentioned that the emergence of a powerful quantum computer could potentially reverse the private key from the public key, increasing the risk of hacking addresses published on the blockchain. In particular, he emphasized that repeated wallet addresses could be a bigger target. In response, he argued that Bitcoin should start preparing now to switch to a quantum-resistant signature algorithm.

In addition, rumors that Trump is planning to strengthen quantum computer technology through an executive order and that it will be related to the power grid, especially nuclear power. On the related news, quantum computer companies soared, and nuclear power companies soared, highlighting that they will speed up large-scale nuclear power plans. In particular, the supply and demand sector is also positive, with the influx of sharp buying of call options during the expiration date of futures options. Today’s market is characterized by the lack of clear direction, and the compression of stocks has progressed, with only such theme stocks and issues strong

• Featured Stocks: Apple, Palantir, Quantum Computer, Nuclear Theme Rise

Big Tech Stocks: Apple Rises on Rising iPhone Demand
Apple (+3.20 percent) started selling the iPhone 17, but rose after news of on-site news that many consumers are waiting in line to buy products despite concerns in China and the U.S. In addition, supply and demand of options rose right before the market closed. Alphabet (+1.15%) announced its strategy to consolidate its search market share by integrating AI Gemini into Google’s Chrome. MS (+1.86%) rose on news that it plans to invest 4 billion U.S. dollars over three years to build a second AI data center in Wisconsin and the Xbox price hike. On top of that, the rise sharply widened due to the impact of options supply and demand right before the market closed. Amazon (+0.11 percent) rose on news that it would provide a Windixie grocery delivery service in Florida and returned the gains in the wake of options trading right before the market closed. Maple Bear (-8.59%), the parent company of Instacart, fell on related news. Meta Platforms (-0.24%) fell after the U.S.-China summit when ByteDance announced it would allow TikTok to continue serving U.S. users. However, the drop was reduced due to the possibility of signing a large-scale contract with Oracle just before the market closes. Pinterest (-1.35%) and Reddit (-2.30%) fell on related news.

Automobiles, Secondary Batteries, Lithium: Tesla Rises On News Of Upward Investment Opinion
Tesla (+2.21 percent) raised its investment opinion to above market rate of return from neutral, saying that Vaid should focus more on future value than short-term performance as it no longer sees itself as a leader in physical AI, rather than an electric car company. Ford (-1.02 percent) fell after news of a recall of 100,000 units due to a faulty door trim. In addition, internal combustion engine cars fell due to concerns over slowing car sales, reflecting instability in the economy along with GM (-0.47 percent). Stellantis (-1.00 percent) raised its investment opinion, but fell due to the fact that it will take some time for its earnings to recover due to economic instability. Quantumscape (+10.63 percent) surged following the previous day amid rumors that it will cooperate with Panasonic and Tesla. As the price of lithium carbonate rose in the Chinese commodity market, lithium-related stocks such as Albemarle (+1.12%) and SQM (+0.81%) also strengthened. Uber (+4.02%) partnered with Flytrex