Tesla topped Monday's US stock trading volume, closing up 0.64% with $34.928 billion in trading volume. Reports emerged on Monday indicating that Tesla and Apple are exploring the introduction of glass substrates to enhance semiconductor chip and data center performance.

Industry insiders revealed that both companies have recently met with glass substrate manufacturers to receive technical briefings and discuss collaboration directions. While no contracts have been signed or cooperation schemes finalized, both parties have exchanged views at a macro level and expressed intentions.

Nvidia ranked second, closing up 2.05% with $34.905 billion in trading volume. Reports indicate that Nvidia is accelerating robotics technology development through new open models and simulation libraries.

The company also announced on Monday that its open-source Newton physics engine is now available on the Isaac platform.

Apple ranked third, closing down 0.40% with $10.016 billion in trading volume. Apple pushed iOS/iPadOS 26.0.1 updates (build number: 23A355) to iPhone and iPad users on Monday, with this update coming 14 days after the previous official release.

AppLovin ranked sixth, closing up 6.34% with $8.455 billion in trading volume. Oppenheimer significantly raised AppLovin's target price by $240 to $740, while reiterating its "Outperform" rating.

This substantial target price increase highlights the research firm's confidence in AppLovin's non-gaming advertising business and long-term growth momentum. AppLovin has raised its non-gaming business revenue expectations from $250 million to $312 million. Oppenheimer correspondingly raised the company's overall revenue expectations, projecting total revenue to reach $8.6 billion. Additionally, the firm expects AppLovin's adjusted EBITDA to reach $7.2 billion, implying an EBITDA margin of 83%.

Robinhood ranked seventh, closing up 12.27% with $8.146 billion in trading volume. The stock had previously declined for two consecutive trading days.

Broadcom ranked tenth, closing down 1.98% with $6.986 billion in trading volume. The stock has now declined for three consecutive trading days.

Intel ranked fifteenth, closing down 2.87% with $5.201 billion in trading volume. TSMC reiterated that it has not engaged in negotiations with any company regarding potential investments or collaborations, refuting previous reports that Intel had contacted TSMC seeking investment or cooperation.

Media sources cited a TSMC statement emphasizing that the company has never discussed forming joint ventures, licensing, or transferring technology, echoing Chairman C.C. Wei's previous comments when asked about the possibility of collaboration with Intel.

Electronic Arts ranked sixteenth, closing up 4.50% with $4.504 billion in trading volume. Reports suggest the company will be acquired by an investor consortium comprising Saudi Arabia's Public Investment Fund (PIF), Silver Lake Capital, and Affinity Partners in an all-cash deal valued at approximately $55 billion.

Coinbase ranked nineteenth, closing up 6.85% with $3.962 billion in trading volume. Cryptocurrency-related stocks collectively rose on Monday.

Alibaba ranked twentieth, closing up 4.65% with $3.816 billion in trading volume. Morningstar analyst Chelsey Tam stated that with increased data center investments, widespread language model applications, and collaboration with Nvidia, Alibaba's cloud business revenue is expected to grow further. Morningstar raised its valuation for Alibaba's American Depositary Shares and H-shares by 49% to $267 and HK$260 respectively, citing stronger cloud business profits and AI-driven growth.

Additionally, Jefferies raised Alibaba Group Holding's target price from $178.00 per share to $230.00 per share.