Nvidia and Tesla Lead with High Volume; Palantirs $13B Transaction Shines

Generated by AI AgentAinvest Market Brief
Wednesday, Aug 27, 2025 12:23 am ET2min read
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Aime RobotAime Summary

- NVIDIA launches Jetson Thor AI chips for robotics, boosting sector innovation while Chinese suppliers gain market share by 2025.

- Tesla expands Austin Robotaxi beyond Waymo; Palantir executes $13.8B transaction on August 26, 2025.

- Apple plans India retail expansion and AI startup acquisitions; AMD partners with IBM on quantum supercomputing.

- Amazon grows Central China e-commerce with 1000+ logistics points in Brazil; Alphabet shuts life sciences division to focus on AI.

- Meta to mass-produce AI glasses in Q3 2025 and invest $500B in Louisiana data center for AI infrastructure.

1. Nvidia (Nasdaq: NVDA)
Nvidia gained mildly by 1.09%, with the trading volume of 30.56B. NVIDIANVDA-- has launched the Jetson Thor series, significantly enhancing AI computing power for robotics, marking a substantial advancement in the sector. Additionally, NVIDIA's chips see a demand surge, with local Chinese chip suppliers expected to gain market share by 2025 due to accelerated domestic substitution.

2. Tesla (Nasdaq: TSLA)
Tesla gained mildly by 1.46%, with the trading volume of 26.63B. Cao Cao Mobility's first financial report post-IPO shows a 53.5% increase in revenue for the first half of the year. TeslaTSLA-- expands its Austin Robotaxi service area, surpassing Waymo. Deeproute.ai unveils DeepRoute IO 2.0 platform featuring advanced VLA model technology.

3. Microsoft (Nasdaq: MSFT)
Microsoft dipped mildly by -0.44%, with the trading volume of 15.47B. MicrosoftMSFT-- faced protests at its headquarters over a cloud services contract dispute, with President Smith responding on-site. Microsoft made Word default to cloud saving for improved security and collaboration, launched open-source VibeVoice-1.5B, released an optional Windows 10 update for enhanced enterprise backup and security, and introduced a free VM conversion tool supporting migration from VMware to Hyper-V.

4. Palantir Technologies (NYSE: PLTR)
Palantir Technologies gained mildly by 2.35%, with the trading volume of 13.84B. Palantir's significant trading activity involved a transaction worth $13.838 billion on August 26, 2025.

5. Apple (Nasdaq: AAPL)
Apple gained mildly by 0.95%, with the trading volume of 12.45B. AppleAAPL-- plans two new retail stores in India next month, exploring acquisition of AI startups Mistral and Perplexity, and potentially discontinuing seven products amid iPhone 17 launch anticipation.

6. Advanced Micro Devices (Nasdaq: AMD)
Advanced Micro Devices gained mildly by 2.00%, with the trading volume of 8.69B. AMDAMD-- plans to launch Zen 6 Ryzen processors by 2026, significantly increasing core count. AMD partners with IBMIBM-- on quantum-centric supercomputing development. Truist Securities upgraded AMD to "buy," citing strong demand in data center CPU and AI chips.

7. Broadcom (Nasdaq: AVGO)
Broadcom gained mildly by 1.28%, with the trading volume of 7.65B. UBSUBS-- reiterates its "buy" rating for BroadcomAVGO--, raising the price target from $290 to $345, citing positive trends in Google's TPUv6p shipments, potentially boosting Q4 guidance.

8. Amazon (Nasdaq: AMZN)
Amazon.Com gained mildly by 0.34%, with the trading volume of 5.96B. AmazonAMZN--, amid partnerships for nuclear projects, is witnessing substantial growth in its Central China cross-border e-commerce with a double-digit rise in active sellers on its global sites by mid-2025. Additionally, the company plans to establish over 800 logistics points in Brazil by year-end 2025.

9. Alphabet (Nasdaq: GOOGL)
Alphabet dipped mildly by -0.65%, with the trading volume of 5.89B. AlphabetGOOGL-- closed its life sciences division Verily to focus more resources on AI. CEO Stephen Gillett announced layoffs and project termination in an employee memo. Additionally, Google's executive O'Toole Amie Thuener sold 683 shares on August 25, 2025.

10. Meta Platforms (Nasdaq: META)
Meta Platforms gained mildly by 0.11%, with the trading volume of 5.72B. MetaMETA-- is expected to mass produce its AI glasses Hypernova in Q3 2025, with an estimated 150,000-200,000 units shipped over two years. Additionally, Meta plans to invest $500 billion in an AI data center in Louisiana.

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