1. **NVIDIA (NVDA)** rose 0.77%, with a trading volume of $32.309 billion. CFO Colette Kress stated at the UBS Global Tech and AI Conference that NVIDIA’s previously announced "$100 billion investment in OpenAI" remains at the letter-of-intent stage. The agreement involves deploying "at least 10 GW" of NVIDIA systems for OpenAI, potentially generating $400–500 billion in revenue. Kress clarified that no final agreement has been signed yet, and related revenue is not included in NVIDIA’s guidance. The AI leader also projected $500 billion in demand for its Blackwell and Vera Rubin systems by 2025–2026. Additionally, NVIDIA’s $10 billion commitment to OpenAI rival Anthropic may further boost chip orders.

2. **Tesla (TSLA)** dipped 0.21%, trading at $29.323 billion. Tesla’s Shanghai Gigafactory delivered over 86,700 vehicles in November 2025, up 40% month-on-month and nearly 10% year-on-year. Tesla China’s website shows Model Y sold out for 2025, with limited Model 3 inventory. Upgraded Model S/X began sales in November. Globally, Tesla’s Q3 deliveries hit a record, with Model Y leading SUV sales in China, Australia surpassing 150,000 cumulative sales, New Zealand exceeding 20,000 deliveries, and Norway breaking its annual sales record previously held by ICE vehicles.

3. **Apple (AAPL)** gained 1.09%, with $14.96 billion in trades. Apple will reportedly reject India’s mandate to pre-install the government’s security app "Sanchar Saathi" on iPhones, citing privacy risks. The Indian telecom ministry’s 90-day deadline applies to Apple, Samsung, and Xiaomi, requiring the app on new and existing devices via updates.

6. **AMD (AMD)** fell 2.06%, trading at $9.123 billion. The company confirmed price hikes of $20–$40 for 8GB/16GB GPUs due to rising memory costs and announced no new GPU releases until 2027. AMD’s cloud partner also invested $1 billion in an Ohio-based AI chip cluster.

8. **Broadcom (AVGO)** declined 1.17%, with $8.304 billion in volume. BofA Securities raised its target price to $460, citing Google’s Gemini 3 success on TPUs and potential external TPU leasing. TPU ASPs may reach $12,000–$15,000 by 2026, with shipments exceeding 3 million units.

11. **Intel (INTC)** surged 8.65%, trading at $6.612 billion. Its 14A node received positive feedback from two foundry clients, targeting data center and mobile markets with High-NA EUV tech. Intel’s Arc "Alchemist" GPUs also captured 1% dGPU market share.

13. **Strategy (STRT)** rose 5.78%, with $5.657 billion in trades. Benchmark maintained a "Buy" rating, citing resilience in its balance sheet despite Bitcoin volatility.

14. **Boeing (BA)** jumped 10.15%, its largest gain since April, trading at $4.559 billion. The company expects positive free cash flow in 2026, reversing a $2 billion cash burn in 2025, alongside increased 777X production and certification efforts.

17. **MongoDB (MDB)** soared 22.23%, with $3.86 billion in volume. Q3 revenue grew 19% YoY to $628 million (Atlas up 30%), beating estimates. FY2026 revenue guidance was raised to $2.43–$2.44 billion, with adjusted EPS of $4.76–$4.80.