Nvidia Leads with Massive Trading Spike Amid GTC Preview and Robotics Collaboration

Generado por agente de IAAinvest Market Brief
jueves, 6 de febrero de 2025, 5:31 pm ET2 min de lectura
NVDA--
1. Nvidia (Nasdaq: NVDA)
Nvidia gained solidly by 3.08%, with the trading volume of 31.39B. NVIDIA's GTC annual conference will be held from March 17-21, with CEO Jensen Huang delivering the keynote on March 18, addressing topics like DeepSeek and new server products. Simultaneously, NVIDIA collaborates with Carnegie Mellon on the ASAP robotics framework for humanoid robots.

2. Tesla (Nasdaq: TSLA)
Tesla dipped mildly by -1.02%, with the trading volume of 28.53B. Tesla's Model 3 gets a price cut, starting at 235,500 yuan. Tesla's January new car registrations in Germany fell 60% year-over-year, the largest drop among automakers selling over 1,000 units. Tesla's Fremont factory is hiring for multiple key positions.

3. Palantir Technologies (NYSE: PLTR)
Palantir Technologies surged by 9.79%, with the trading volume of 13.58B. Palantir Technologies Inc disclosed six insider transactions on February 5, with Director Moore Alexander D. selling 5,144 shares on February 3. Citigroup and DA Davidson maintained neutral ratings for Palantir with target prices of $110 and $105 respectively, following its strong earnings report.

4. Amazon (Nasdaq: AMZN)
Amazon.Com gained mildly by 1.13%, with the trading volume of 12.95B. Amazon's Q4 revenue reached $187.79 billion, with net profit soaring 88%; AWS sales grew 19% to $28.79 billion. However, Amazon's Q1 outlook is below market expectations. The upcoming launch of a generative AI version of Alexa is anticipated.

5. Meta Platforms (Nasdaq: META)
Meta Platforms gained mildly by 1.01%, with the trading volume of 9.28B. Meta is reportedly facing challenges with declining VR gaming revenues due to strategic missteps. Meanwhile, Meta's employees have been tasked to achieve large-scale adoption of the metaverse by 2025.

6. Microsoft (Nasdaq: MSFT)
Microsoft gained mildly by 0.61%, with the trading volume of 6.75B. Microsoft announced a partnership with IGN for an ID@Xbox indie game showcase on February 25. The company is enhancing its AI capabilities by recruiting former DeepMind employees and is expanding its Edge browser's Notifications API for custom call notifications.

7. Apple (Nasdaq: AAPL)
Apple gained mildly by 0.32%, with the trading volume of 6.74B. Apple's iPhone SE 4 is highly anticipated by consumers, and the M5 chip has entered mass production. Apple may face an antitrust investigation in China due to high App Store commissions.

8. Eli Lilly Andmpany (NYSE: LLY)
Eli Lilly Andmpany gained solidly by 3.42%, with the trading volume of 6.17B. Eli Lilly executives report strong U.S. market performance for its weight loss drug Zepbound. Q4 revenue reached $13.53 billion with adjusted earnings per share at $5.32, surpassing expectations. Despite mixed results, optimistic 2025 earnings guidance reflects confidence in diabetes and weight loss drug launches.

9. Advanced Micro Devices (Nasdaq: AMD)
Advanced Micro Devices dipped mildly by -1.65%, with the trading volume of 5.49B. AMD reported strong Q4 results with $76.58 billion in revenue, predicting double-digit growth in data center business. CEO Lisa Su announced the RX 9070 series GPU will launch in early March. Mizuho maintained "outperform" rating with a target price of $140.

10. Alphabet (Nasdaq: GOOGL)
Alphabet gained mildly by 0.14%, with the trading volume of 5.43B. Google announced a generative AI toolkit for databases and observed significant learning from DeepSeek in Q4, with cloud revenue growing 30% year-over-year. Additionally, China's antitrust authority launched an investigation into Google's Android practices.

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