Nvidia and Tesla Lead High-Volume Market Shifts Amidst Geopolitical Turmoil

1. Nvidia (Nasdaq: NVDA)
Nvidia dropped solidly by -4.51%, with the trading volume of 27.57B. NVIDIA's CEO Jensen Huang held meetings with Japan's prime minister and previously with Chinese officials, reinforcing the company's long-term commitment to the Chinese market amid ongoing tariff tensions. Despite efforts to mitigate impacts, NVIDIA faces geopolitical and industry cyclical challenges.

2. Tesla (Nasdaq: TSLA)
Tesla dropped solidly by -5.75%, with the trading volume of 21.70B. Tesla has postponed plans to produce an affordable Model Y in the U.S. Additionally, CEO Elon Musk may announce his exit from the "government efficiency department" at the upcoming earnings call. Tesla, facing tariff impacts, has also halted some exports to China.

3. Netflix (Nasdaq: NFLX)
Netflix gained mildly by 1.53%, with the trading volume of 9.60B. Netflix's Q1 revenue reached $105.43 billion, surpassing expectations. Evercore ISI and Morgan Stanley maintain positive ratings, setting target prices of $1150 and $1200 respectively. Netflix is testing an AI-based search feature for enhancing content discovery.

4. Apple (Nasdaq: AAPL)
Apple dipped mildly by -1.94%, with the trading volume of 8.96B. Apple's stock dropped nearly 2% amid a significant decline in major tech stocks, as the Dow Jones fell over 1000 points.

5. Amazon (Nasdaq: AMZN)
Amazon.Com dropped solidly by -3.06%, with the trading volume of 8.01B. Amazon has paused certain data center leasing commitments amid economic uncertainty. Scotiabank maintains an "outperform" rating, setting a target price of $250. Raymond James reduces Amazon's target price from $275 to $195. Amazon has achieved its goal of training 2 million people in AI skills by 2024.

6. Meta Platforms (Nasdaq: META)
Meta Platforms dropped solidly by -3.35%, with the trading volume of 7.82B. Scotiabank maintained Meta's rating as sector perform with a target price of $525. Meta introduced AI-driven upgrades for Ray-Ban glasses in the UK. CEO Mark Zuckerberg sold $7.33 billion in stock before Trump's tariff policy announcement.

7. Palantir Technologies (NYSE: PLTR)
Palantir Technologies dropped solidly by -3.18%, with the trading volume of 7.67B. Palantir Technologies reported financial results indicating a significant business milestone, reflecting robust expansion and operational effectiveness.

8. Microsoft (Nasdaq: MSFT)
Microsoft dipped mildly by -2.35%, with the trading volume of 7.47B. Barclays maintained its "overweight" rating for Microsoft with a target price of $430.00. Microsoft's mid-year report showed $135.2 billion in revenue and $48.8 billion net profit as of December 31, 2024.

9. Unitedhealth Group Incorporated (NYSE: UNH)
Unitedhealth Group Incorporated plunged by -6.38%, with the trading volume of 5.61B. UnitedHealth reported Q1 2025 revenue of $1095.75 billion, a 9.8% increase year-over-year, with a net profit of $64.74 billion. Argus Research downgraded it to hold, while Barclays, Raymond James, and Oppenheimer maintained buy ratings with target prices of $560.00, $540.00, and $600.00, respectively.

10. Microstrategy Incorporated (Nasdaq: MSTR)
Microstrategy Incorporated gained mildly by 0.18%, with the trading volume of 5.12B. Strategy, formerly known as MicroStrategy, purchased 6,556 bitcoins between April 14 and April 20, costing $5.56 billion at an average price of $84,785 each.