Metas 11% Surge Highlights Key AI Investments Amid Market Shifts

1. Nvidia (Nasdaq: NVDA)
Nvidia dipped mildly by -0.78%, with the trading volume of 39.88B. Nvidia has partnered with Innoscience, making it the sole Chinese chipmaker in Nvidia's 800V DC power architecture supplier list. This collaboration aims to enhance AI data center power capabilities, scaling up to a megawatt supply level.

2. Meta Platforms (Nasdaq: META)
Meta Platforms surged by 11.25%, with the trading volume of 30.21B. Meta plans to invest $72 billion in AI infrastructure this year and reports exceptional Q2 results with revenue and guidance exceeding expectations. CEO Mark Zuckerberg promotes the importance of AI glasses, emphasizing their future necessity in AI interaction.

3. Microsoft (Nasdaq: MSFT)
Microsoft gained solidly by 3.95%, with the trading volume of 27.82B. Microsoft's Q4 gaming business grew 10%, with Xbox content revenue offsetting hardware declines. Microsoft Azure's annual revenue surpassed $75 billion. The company's annual net profit exceeded $100 billion, with full fiscal year 2025 revenue reaching $281.7 billion. AI is a key growth driver for Microsoft and Meta.

4. Tesla (Nasdaq: TSLA)
Tesla dropped solidly by -3.38%, with the trading volume of 26.63B. Tesla launches new V4 Superchargers across seven provinces in China, enhancing charging infrastructure. Tesla also updates software with a new ambient lighting feature synchronized to music, enhancing in-car entertainment. Additionally, Tesla plans to produce lithium iron phosphate batteries in the US to address supply chain and tariff challenges.

5. Amazon (Nasdaq: AMZN)
Amazon.Com gained mildly by 1.70%, with the trading volume of 24.20B. Amazon's Q2 net sales rose 13% to $167.7 billion, with net profit up 35%. Despite strong financials, AWS growth slowed, lagging behind competitors, prompting concerns over Amazon's AI investments.

6. Apple (Nasdaq: AAPL)
Apple dipped mildly by -0.71%, with the trading volume of 16.85B. Apple's third-quarter revenue reached a nearly four-year high, surpassing expectations, driven by iPhone sales and increased demand possibly spurred by tariffs. Additionally, Apple's hardware product costs have increased, potentially due to U.S. tariffs. Concerns over Apple's app review process have resurfaced following a data leak.

7. Advanced Micro Devices (Nasdaq: AMD)
Advanced Micro Devices dipped mildly by -1.78%, with the trading volume of 12.83B. AMD plans to launch standalone NPU for PCs to enhance AI capabilities, maintaining leadership in processor performance across multiple domains globally.

8. Alphabet (Nasdaq: GOOGL)
Alphabet dipped mildly by -2.36%, with the trading volume of 9.89B. Google must adjust the Play Store following a legal defeat to Epic Games. Google also plans to release Pixel Buds 2a earbuds alongside the Pixel 10 series. Additionally, internal stock transactions involving Google’s board have been disclosed.

9. Unitedhealth Group Incorporated (NYSE: UNH)
Unitedhealth Group Incorporated plunged by -6.19%, with the trading volume of 7.51B. UnitedHealth names Wayne DeVeydt from Bain Capital as CFO; Deutsche Bank lowers UnitedHealth's target price to $275; UnitedHealth's earnings report reveals multiple pressures and a 5-year low performance.

10. Broadcom (Nasdaq: AVGO)
Broadcom dipped mildly by -2.95%, with the trading volume of 7.45B. Morgan Stanley raised its price target for Broadcom to $338. Broadcom's stock fell over 2% amid overall market declines.