Nvidia Faces Volume Spike While Tesla Sets Delivery Records Amid Strategic Shifts

Generated by AI AgentAinvest Market Brief
Tuesday, Sep 2, 2025 6:31 pm ET2min read
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Aime RobotAime Summary

- Tesla set a 2025 delivery record with 83,000 Shanghai-made vehicles and shifted strategic focus to humanoid robots for 80% of future value.

- NVIDIA denied H100/H200 chip shortages, reduced RTX 5060 GPU supply, and faced technical resistance amid -1.97% stock decline.

- Microsoft secured a $31B/year cloud deal with US government, while Amazon announced $44B NZ data center investments and antitrust fine reductions.

- Meta's $14.3B AI partnership faces setbacks as Alphabet's antitrust case saw Chrome/Android divestiture rejection and $190 price target upgrade.

1. Nvidia (Nasdaq: NVDA)
Nvidia dipped mildly by -1.97%, with the trading volume of 39.00B. NVIDIANVDA-- faces challenges with stock momentum as key technical levels are breached, raising concerns about short-term weakness. It denies H100/H200 chip shortage rumors and releases Spectrum-XGS Ethernet. Additionally, NVIDIA temporarily reduces GeForce RTX 5060 series GPU supply.

2. Tesla (Nasdaq: TSLA)
Tesla dipped mildly by -1.35%, with the trading volume of 19.13B. TeslaTSLA-- delivered over 83,000 vehicles from its Shanghai factory in August, setting a new record for 2025. CEO Elon Musk announced a strategic shift, focusing on humanoid robots, projecting 80% of Tesla's future value to come from Optimus.

3. Palantir Technologies (NYSE: PLTR)
Palantir Technologies gained mildly by 0.25%, with the trading volume of 10.19B. South Korean retail investors made the highest net purchases of PalantirPLTR-- in the past week.

4. Apple (Nasdaq: AAPL)
Apple dipped mildly by -1.04%, with the trading volume of 9.91B. Apple's AI robot research chief leaves for MetaMETA--. Apple's first foldable iPhone rumored to feature side fingerprint recognition. AirPods Pro 3 to include temperature monitoring; real-time translation delayed. AppleAAPL-- to procure 130 million OLED screens for iPhone 17. Suppliers face automation mandates.

5. Alphabet (Nasdaq: GOOGL)
Alphabet dipped mildly by -0.73%, with the trading volume of 9.14B. A US federal judge ruled that Google does not need to separate its Chrome browser or Android system in the antitrust case, dismissing related demands. The EU reportedly delayed its antitrust decision, while Alphabet's target price was raised to $190 by D.A. Davidson.

6. Microsoft (Nasdaq: MSFT)
Microsoft dipped mildly by -0.31%, with the trading volume of 9.08B. MicrosoftMSFT-- reached an agreement with the US General Services Administration to provide cloud services and office software at a discount, saving taxpayers $31 billion in the first year, with a total savings exceeding $60 billion over three years.

7. Amazon (Nasdaq: AMZN)
Amazon.Com dipped mildly by -1.60%, with the trading volume of 8.69B. AmazonAMZN-- announced investment plans of $44 billion in New Zealand data center business and court reductions of a €1.13 billion antitrust fine in Italy. They also opened new AWS warehouses and introduced a shopping memory feature in their AI assistant, Rufus.

8. Meta Platforms (Nasdaq: META)
Meta Platforms dipped mildly by -0.49%, with the trading volume of 6.78B. Meta's collaboration with multiple universities targets AR/VR computing solutions, while the Meta Connect conference is expected to unveil a smart glasses SDK. Additionally, Meta's $14.3 billion investment with Scale AI is facing challenges, including executive departures and halted collaborations.

9. Advanced Micro Devices (Nasdaq: AMD)
Advanced Micro Devices dipped mildly by -0.19%, with the trading volume of 6.19B. Advanced Micro DevicesAMD-- (AMD) is nearing the launch of its Ryzen 9000F and PRO 9045 processors, now available on international e-commerce platforms. AMDAMD-- is also part of a cooperative x86 ecosystem advisory group focused on supporting AVX10 and APX in future processors.

10. Alphabet (Nasdaq: GOOG)
Alphabet dipped mildly by -0.72%, with the trading volume of 5.82B. Judge Amit Mehta ruled that Google does not need to divest Chrome or Android in the US antitrust case, rejecting further prosecution requests. The EU has postponed its decision on Google's antitrust penalties, and Alphabet's price target was raised to $190 by D.A. Davidson.

Market Watch column provides a thorough analysis of stock market fluctuations and expert ratings.

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