On Monday, the trading volume of US stocks ranked first.$Tesla (TSLA.US)$Closed up 5.42% with a trading volume of $34.05 billion.
Tao Lin, Vice President of Tesla, posted on Weibo on Monday that Tesla's Shanghai Gigafactory has initiated production expansion for the fourth quarter. Typically, the fourth quarter is Tesla’s highest delivery period; as its largest assembly plant, the Shanghai factory not only serves the mainland China market but also supplies other regions globally.
Amid growing concerns over electric vehicle demand and intensifying competition in Asia and Europe, confirmation of increased production at Tesla’s largest factory undoubtedly provides a boost to this electric vehicle manufacturer.
第2名$NVIDIA (NVDA.US)$Closed up 2.82% with a trading volume of $28.572 billion.
ABB announced on Monday that it is collaborating with NVIDIA to accelerate the development of next-generation gigawatt-scale data centers. ABB stated that both parties will focus on researching and deploying cutting-edge power supply solutions to build an efficient and scalable power delivery system for future artificial intelligence workloads. The relevant research projects will support NVIDIA’s planned 800VDC power architecture, suitable for 1-megawatt server racks.
Morgan Stanley reiterated its 'Buy' rating for the stock, citing optimism about the company’s continuous expansion opportunities in the AI field. Mizuho raised its target price for NVIDIA from $205 per share to $225.
3rd place$Broadcom (AVGO.US)$Closed 9.88% higher with a turnover of $16.299 billion.
OpenAI announced on Monday that it had reached an agreement with Broadcom to jointly develop artificial intelligence accelerators with a total power capacity of 10 gigawatts.
Just a week earlier, OpenAI had signed a multi-year agreement worth billions of dollars with Advanced Micro Devices (AMD), under which AMD will provide OpenAI with AI processors with a total power capacity of up to 6 gigawatts.
4th place $Advanced Micro Devices (AMD.US)$ Closed 0.71% higher with a turnover of $13.734 billion.
6th place$Rigetti Computing (RGTI.US)$Closed up 25.02%, with a trading volume of USD 9.313 billion.
Quantum computing-related stocks generally rose on Monday in the U.S. stock market.
9th place$Palantir (PLTR.US)$Closed up 1.01%, with a trading volume of USD 7.266 billion.
A brokerage firm raised its target price to USD 215 on Monday, citing increased momentum in its AI business as a positive factor.
Ranked 11th$Oracle (ORCL.US)$Closed up 5.14%, with a trading volume of USD 6.566 billion.
On Monday, reports indicated that at least two brokerages had raised their target prices for the stock. Fitch maintained Oracle's long-term issuer credit rating at 'BBB', with a stable outlook.
Clay Magouyrk, one of Oracle's newly appointed CEOs, stated on Monday that he is confident OpenAI has the ability to pay for its substantial cloud infrastructure services. Oracle is the operator of this software company.
He noted that OpenAI is “certainly” capable of bearing the annual $60 billion cost of cloud resources. In July this year, OpenAI signed a five-year cooperation agreement with Oracle worth over $300 billion.
Ranked 12th$Taiwan Semiconductor (TSM.US)$The stock closed 7.92% higher with a trading volume of $6.07 billion.
Based on AI-driven demand, dominant market position, and consistent outperformance in revenue and profit, analysts have rated Taiwan Semiconductor as a 'Strong Buy'.
Analysts pointed out that driven by a surge in AI demand, Taiwan Semiconductor remains the world’s leading semiconductor foundry and has exceeded revenue and earnings per share (EPS) expectations for nine consecutive quarters. In the second fiscal quarter of 2025 (FQ2 2025), the company’s revenue increased by 54% year-over-year, and its EPS grew by 71% year-over-year.
Analysts mentioned that despite Taiwan Semiconductor's premium valuation, its exceptional profitability—gross margin of 59%, EBITDA margin of 69%, and net profit margin of 42%—far exceeds industry averages, justifying its valuation.
14th place $MP Materials (MP.US)$ Closed 21.34% higher, with a trading volume of $4.715 billion.
Rare earth-related stocks in the U.S. market generally trended higher on Monday. According to the latest reports, the U.S. Department of Defense is seeking to procure critical minerals worth up to $1 billion. The program, led by the Defense Logistics Agency (DLA) under the Pentagon, has been partially disclosed in recently released documents, indicating that the Trump administration is accelerating efforts to expand the national strategic reserves.
Rank 16$Alibaba (BABA.US)$Closed 4.91% higher, with a trading volume of $4.28 billion.
Goldman Sachs significantly raised its capital expenditure forecast for Alibaba's fiscal years 2026-2028 to RMB 460 billion, one of the most aggressive projections on Wall Street. Analysts noted that the transformation driven by AI-related capital expenditures is reshaping growth expectations for Alibaba. Despite recent profit-taking leading to a pullback in its share price, breakthrough progress in the company's AI cloud computing capabilities and international expansion potential are providing new upward momentum for the stock. It is projected that by the fiscal year 2028, international operations will account for one-quarter of Alibaba Cloud’s external revenue.
Goldman Sachs simultaneously increased its target prices for Alibaba’s U.S.-listed shares and Hong Kong-listed shares by approximately 14%. Specifically, the 12-month target price for the U.S.-traded shares was raised from $179 to $205, while the target price for the Hong Kong-traded shares was adjusted from HKD 174 to HKD 199. The firm maintained its 'Buy' rating.
Ranked 20th $Intel (INTC.US)$ Closed 2.34% higher, with a trading volume of $3.821 billion.
On Monday, Bank of America downgraded Intel's rating from 'Neutral' to 'Underperform,' maintaining the target price at $34 unchanged.
BofA believes that Intel's recent $80 billion market capitalization increase has exceeded what its balance sheet improvements and external foundry potential reflect. Its competitive outlook remains challenging, with 'no clear AI product portfolio/strategy,' lack of competitiveness in server CPUs, and reduced flexibility in divesting unprofitable manufacturing operations compared to before. Considering the company’s fundamentals still face challenges, its share price has risen 'too fast and too far.'
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Edited by Stephen