Tesla Motors (TSLA) ranked first in Monday's US stock trading volume, closing up 1.56% with $42.407 billion in turnover. During the session, Tesla's shares surged to a record intraday high of $498.83. Analysts attribute the recent rally partly to CEO Elon Musk's major legal victory—the Delaware Supreme Court reinstated his 2018 compensation package, once valued at $56 billion. The court ruled that the 2024 decision to void the package was unjust, boosting Musk's net worth by ~$139 billion in a single day. Additionally, Tesla shareholders approved a $1 trillion compensation plan in November, the largest corporate pay package ever, reflecting investor confidence in his vision to transform the EV maker into an AI and robotics leader.

NVIDIA (NVDA) rose 1.49% with $22.911 billion in trading volume. Reports indicate that pending government approval, NVIDIA plans to start deliveries of its H200 GPU series to select markets by mid-February next year. Sources suggest initial shipments of 5,000–10,000 modules (~40,000–80,000 H200 chips) will rely on existing inventory, with expanded production expected by Q2 2026.

Meta Platforms, Inc. (META) gained 0.41% ($9.832 billion turnover). The company is developing new AI models under its superintelligence lab led by Scale AI co-founder Alexandr Wang, including the image/video model "Mango" and text model "Avocado," slated for release in H1 2026.

Micron Technology (MU) jumped 4.01% ($8.254 billion). Memory stocks rallied broadly as Micron's CEO confirmed HBM supply for 2026 is fully booked, citing structural demand shifts that may prolong shortages beyond 2026.

Alphabet (GOOGL) climbed 0.85% ($7.798 billion) after agreeing to acquire Intersect for $4.75 billion in cash and debt. The deal aims to bolster data center and energy capacity to meet AI-driven power demands, with completion expected in H1 2026.

Oracle (ORCL) rose 3.34% ($5.299 billion). Co-founder Larry Ellison backed Paramount Global’s $40.4 billion bid for Warner Bros. Discovery, though Warner’s board reportedly favors Netflix’s competing cash-and-stock offer.

Rocket Lab USA, Inc. (RKLB) soared 9.97% ($3.554 billion) following its 21st successful Electron rocket launch this year, deploying a satellite for Japan’s iQPS.

JPMorgan Chase (JPM) advanced 1.85% ($2.63 billion) as it explores offering crypto trading services to institutional clients, responding to regulatory shifts and growing demand.

Walmart (WMT) fell 1.54% ($2.408 billion) after the Walton family sold $100 million in shares, while Jefferies raised its price target to $132 from $125.