Explosive Trading Volumes: Nvidia and Palantir Drive AI Momentum

Generated by AI AgentAinvest Market Brief
Wednesday, Aug 20, 2025 6:31 pm ET2min read
Aime RobotAime Summary

- Nvidia and Palantir drive AI momentum via partnerships and licensing deals, with Wedbush highlighting Nvidia's August 27 earnings as a potential growth catalyst.

- Tesla's Model Y L deliveries and Microsoft's Xbox Ally launch (Oct 16) alongside AMD's RX 9060 GPU exclusivity highlight tech sector innovation.

- Market reactions show mixed performance (-0.14% to -2.01%) amid explosive trading volumes (5.82B-36.92B), with Apple's iPhone 17 production and Meta's AI restructuring shaping long-term industry shifts.

1. Nvidia (Nasdaq: NVDA)
Nvidia dipped mildly by -0.14%, with the trading volume of 36.92B. Nvidia's upcoming quarterly earnings on August 27 could serve as a catalyst for AI sector growth according to Wedbush. Additionally, TD Cowen raised Nvidia's target price to $235, and and are collaborating to innovate power analysis technology.

2. Palantir Technologies (NYSE: PLTR)
Palantir Technologies dipped mildly by -1.10%, with the trading volume of 32.74B. Fujitsu has signed a new licensing agreement with Technologies for an artificial intelligence platform.

3. Tesla (Nasdaq: TSLA)
Tesla dipped mildly by -1.64%, with the trading volume of 24.79B. Model Y L deliveries have started, potentially enhancing Model Y's sales advantage due to significant updates compared to the original Model Y variant.

4. Microsoft (Nasdaq: MSFT)
Microsoft dipped mildly by -0.80%, with the trading volume of 14.02B. and ASUS will launch the new Xbox handheld series on October 16, including Xbox Ally and Xbox Ally X. Meanwhile, the NFL and Microsoft have expanded their AI partnership with Copilot on the sidelines. Microsoft also elaborated on five types of Windows Insider updates.

5. Advanced Micro Devices (Nasdaq: AMD)
Advanced Micro Devices dipped mildly by -0.81%, with the trading volume of 9.74B. announced the Radeon RX 9060 GPU availability exclusively through OEM channels, not retail, but may sell it retail in the future. Addressing AM5 socket burning issues, AMD cites improper BIOS configurations and advises a BIOS update. AMD is discontinuing the B650 chipset to transition to the 800 series.

6. Apple (Nasdaq: AAPL)
Apple dipped mildly by -1.97%, with the trading volume of 9.56B. has entered mass production for iPhone 17, with changes like removing the camera control button, likely impacting the iPhone 17 and Pro series. Institutional interest in Apple supply chain companies has surged, including Crystal-Optech and Foxconn Industrial Internet.

7. Meta Platforms (Nasdaq: META)
Meta Platforms dipped mildly by -0.50%, with the trading volume of 8.79B. plans restructuring and scaling down its AI department, dividing its super intelligence lab into four units. It also explains using a single-screen design for smart glasses due to cost and technical challenges. A next-gen AI-optimized data center is set for 2026.

8. Amazon (Nasdaq: AMZN)
Amazon.Com dipped mildly by -1.84%, with the trading volume of 8.16B. collaborates with Hertz to sell used cars through its platform, while recruits Amazon's AI chip expert Rami Sinno for its chip development. Amazon maintains its status as a cloud leader for 15 years, but is seen as underweight in Morgan Stanley's analysis.

9. Broadcom (Nasdaq: AVGO)
Broadcom dipped mildly by -1.27%, with the trading volume of 6.79B. The US government is considering acquiring equity in chip manufacturing giants receiving CHIPS Act funding for U.S. plant construction, impacting companies like , , and Samsung.

10. Robinhood Markets (Nasdaq: HOOD)
Robinhood Markets dipped mildly by -2.01%, with the trading volume of 5.82B. disclosed insider transactions: CFO Warnick Jason sold 100,000 shares on August 15, 2025, and Director Bhatt Baiju sold 418,300 shares on August 14, 2025.

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