NVIDIA ranked second, up 3.15%, with a transaction volume of 27.657 billion dollars. Advanced Micro Devices ranked tenth, up 6.96%, with a transaction volume of 6.023 billion dollars. Micron Technology ranked fourteenth, up 2.34%, with a transaction volume of 3.43 billion dollars.
On Monday, the top trading volume in U.S. stocks.$Tesla (TSLA.US)$It closed up 11.93%, marking the best single-day performance since November 6, with a transaction volume of $45.791 billion. According to media reports, retail investors in South Korea are keen on leveraged trading in the USA stock market, having net invested $2.2 billion in Tesla stocks this year, becoming the hottest trade so far, and they have flocked to buy Palantir, NVIDIA, and a leveraged ETF betting on USA semiconductors.
In addition, the FBI established a working group on Monday to investigate the threats faced by Tesla and those attacks against the company.
Currently, Tesla CEO Musk is the head of the Department of Government Efficiency (DOGE) in the USA. Earlier that day, US police claimed they found several 'activation' devices at a Tesla showroom in Austin, Texas; the FBI is assisting local police in the investigation at the showroom.
Second place. $NVIDIA (NVDA.US)$ Increased by 3.15%, with a turnover of 27.657 billion USD. NVIDIA CEO Jensen Huang delivered a keynote speech at the NVIDIA GTC 2025 conference last week in San Jose, California, discussing the evolution of AI technology, announcing the latest generation products of NVIDIA's Blackwell architecture, the planned shipment times for subsequent generations of products, and disclosed the progress of NVIDIA's collaborative research and development with other technology giants in the fields of autonomous driving, AI networks, and Siasun Robot&Automation.
However, Analysts believe that most of Jensen Huang's speech consisted of clichés, did not exceed market expectations, and failed to arouse investors' enthusiasm.
Ranked 3rd $Palantir (PLTR.US)$ Increased by 6.37%, with a turnover of 10.712 billion USD.
5th place.$Meta Platforms (META.US)$Increased by 3.79%, with a turnover of 9.709 billion USD. According to reports, South Korean AI chip startup FuriosaAI rejected Meta Platforms' acquisition proposal of up to 0.8 billion USD, opting to maintain independent development. It is said that the two companies had begun acquisition discussions since the beginning of this year. Neither party has responded to media requests for comments.
6th place$Amazon (AMZN.US)$Closed up 3.59%, with a transaction volume of 8.42 billion USD. Amazon Web Services (AWS) has open-sourced a fifth-level general AI agent framework called Multi-Agent Orchestrator. This framework can handle various complex tasks through multilayer AI agents, finding the most suitable agent to execute user requests while maintaining contextual consistency and coherence throughout the interaction.
Ranked 7th.$Microsoft (MSFT.US)$Closed up 0.47%, with a transaction volume of 8.249 billion USD. Microsoft officially announced the adjustment of its product support strategy on Monday through the Microsoft 365 message center, confirming that OneNote for Windows 10 will completely terminate technical support services on October 14, 2025.
It is reported that this means this version will no longer receive any feature updates or security maintenance. This decision aligns with the plan for the Windows 10 operating system to soon end mainstream support, jointly promoting user migration to the Windows 11 ecosystem.
8th place $Strategy (MSTR.US)$ Up 10.43%, with a trading volume of 7.581 billion dollars. On Monday, USA stocks related to the Cryptos sector strengthened, with Bitcoin rising to 0.088 million dollars, the first increase since March 7, currently up over 3.3% intra-day.
Additionally, there were reports on Monday that Strategy raised over 0.7 billion dollars by selling so-called perpetual preferred stock, and then purchased approximately 0.584 billion dollars worth of Bitcoin. This move is also seen by the Cryptos market as a core driver behind the recent surge in trading prices of Bitcoin and other Cryptos.
Ranked 10th. $Advanced Micro Devices (AMD.US)$ Up 6.96%, with a trading volume of 6.023 billion dollars. Advanced Micro Devices announced the launch of an open-source application called GAIA, designed for running large language models (LLM) locally, currently supporting the Windows platform. GAIA is a generative AI application that enables localized and private running of LLM on Windows PCs and is optimized for Ryzen AI 300 series processors. The application enhances AI task performance through NPU and supports hybrid deployment of Algo LLMS.
Ranked 11th. $Alphabet-A (GOOGL.US)$ Up 2.25%, with a transaction volume of 5.167 billion USD. Analysts say that Google's acquisition of Wiz for 32 billion USD could signal the beginning of a more favorable environment for initial public offerings and trading activities. The rapid development of AI and the shift toward Cloud Computing have intensified the demand for Cybersecurity solutions.
14th place.$Micron Technology (MU.US)$Up 2.34%, with a transaction volume of 3.43 billion USD. Micron Technology recently released its Earnings Reports showing strong performance in the second quarter of fiscal year 2025, exceeding expectations.
The chip manufacturer reported that its revenue from high bandwidth memory reached a historical high due to demand exceeding supply. However, pricing pressure in the NAND flash and consumer market product segments caused its overall gross margin to drop to 37.9%, a decline of 160 basis points quarter-on-quarter.
The company's CFO Mark Murphy stated that the transition of the dynamic random access memory (DRAM) product line towards high-value products helps alleviate some of the pressure on gross margin. However, the company expects that the gross margin in the third quarter will decrease in the event of increased sales in the Consumer market.
Needham analysts pointed out that due to ongoing challenges in the NAND flash memory market and the impact of high-cost inventory, the management's expectation for the third quarter non-GAAP gross margin is 36.5%, which is lower than its own forecast of 38.5% and Wall Street's prediction of 37.4%.
Ranked 18th $Berkshire Hathaway-B (BRK.B.US)$Closed up 0.75%, with a transaction value of 2.551 billion USD.
Editor/lambor
