Tesla (TSLA, Financial) led U.S. stock trading with a remarkable 11.93% increase, marking its best single-day performance since November 6. The stock saw a trading volume of $44.877 billion. South Korean retail investors have shown a strong interest in leveraged trading of U.S. stocks, investing a net $2.2 billion in Tesla shares this year, making it the most popular trade. They have also heavily invested in Palantir (PLTR), Nvidia (NVDA), and a leveraged ETF focused on U.S. semiconductor stocks.

Additionally, the FBI has formed a task force to investigate threats against Tesla, following reports that police found "initiation" devices at a Tesla showroom in Austin, Texas. Tesla CEO Elon Musk is currently overseeing the U.S. Department of Government Efficiency (DOGE).

Nvidia (NVDA) rose 3.15% with a trading volume of $27.513 billion. CEO Jensen Huang's keynote at the Nvidia GTC 2025 conference in San Jose, California, highlighted AI advancements and the release timeline for Nvidia's Blackwell architecture products. Despite the announcements, analysts felt the content was largely expected and did not excite investors.

Palantir (PLTR) saw a 6.37% increase with a trading volume of $10.66 billion. Meanwhile, Meta Platforms (META) rose 3.79% amid reports that South Korean AI chip startup FuriosaAI rejected Meta's $800 million acquisition offer, opting to remain independent.

Amazon (AMZN) gained 3.59%, trading $7.523 billion, as its cloud division AWS launched the Multi-Agent Orchestrator framework for handling complex tasks using AI agents.

Microsoft (MSFT) increased by 0.47%, with $7.934 billion traded. The company announced the end of support for OneNote for Windows 10 by October 2025, aligning with the transition to Windows 11.

Bitcoin-related stocks surged as Strategy saw a 10.43% rise, trading $7.523 billion. Bitcoin prices climbed to $88,000, driven by Strategy's $584 million Bitcoin purchase funded through the sale of perpetual preferred stock.

AMD (AMD) rose 6.96%, trading $5.997 billion, after announcing GAIA, an open-source application for running large language models locally on Windows PCs.

Google's Class A shares increased by 2.25%, trading $5.156 billion, following its $32 billion acquisition of Wiz, signaling a positive IPO and trading environment.

Micron Technology (MU) rose 2.34%, trading $3.261 billion, reporting strong fiscal Q2 2025 results with record high-bandwidth memory revenue, despite pricing pressures in NAND flash and consumer products.

I/We may personally own shares in some of the companies mentioned above. However, those positions are not material to either the company or to my/our portfolios.