Oracles Phenomenal Surge Leads Trading Volume Boom as AI Partnerships Ignite Markets!

Generated by AI AgentAinvest Market Brief
Thursday, Sep 11, 2025 12:23 am ET2min read
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Aime RobotAime Summary

- Oracle surged 35.95% on a $300B OpenAI compute contract, temporarily making Larry Ellison the world's richest person as its valuation neared $1 trillion.

- Nvidia gained 3.85% with AI breakthroughs including the Rubin CPX chip and quantum company acquisitions, while Tesla rose 0.24% on record China sales of 14,300 units.

- Apple dropped 3.23% despite launching the ultra-thin iPhone Air with eSIM design, while Amazon fell 3.32% ahead of its Jayhawk AR glasses launch in 2026-2027.

- Broadcom jumped 9.77% after disclosing insider trades and an AI chip deal with OpenAI, projecting AI revenue will surpass other income within two years.

1. Oracle (NYSE: ORCL)
Oracle surged by 35.95%, with the trading volume of 43.75B. OracleORCL-- surged following a $300 billion compute power contract with OpenAI, temporarily making co-founder Larry Ellison the world's richest person. The company's valuation is nearing $1 trillion, influencing related stocks.

2. Nvidia (Nasdaq: NVDA)
Nvidia gained solidly by 3.85%, with the trading volume of 40.36B. NVIDIA's AI-powered SATLUTION code library topped the SAT competition; NVIDIANVDA-- unveiled the Rubin CPX chip, boasting a 50x ROI; RTX 50 SUPER series launch delayed; NVIDIA incorporates silicon carbide in advanced packaging; acquired two quantum companies within a week.

3. Tesla (Nasdaq: TSLA)
Tesla gained mildly by 0.24%, with the trading volume of 25.34B. TeslaTSLA-- China's first-week sales in September 2025 reached 14,300 units, marking the highest weekly sales of the third quarter. Tesla's Shanghai factory began delivering two new models in China, with Model Y leading SUV sales. Tesla is also advancing humanoid robot development.

4. Apple (Nasdaq: AAPL)
Apple dropped solidly by -3.23%, with the trading volume of 19.00B. AppleAAPL-- has launched the new iPhone 17 series, including the iPhone Air, which is notably thin and features an eSIM design in China, eliminating the need for physical SIM cards. The company continues to prioritize lightweight design, battery improvements, and foldable screen technology.

5. Broadcom (Nasdaq: AVGO)
Broadcom surged by 9.77%, with the trading volume of 18.66B. BroadcomAVGO-- disclosed insider trades from September 10, 2025. Director You Harry L. purchased 2,050 shares. Broadcom has signed a substantial AI chip development agreement with OpenAI. CEO Hock Tan projects AI revenue will surpass other income within two years.

6. Amazon (Nasdaq: AMZN)
Amazon.Com dropped solidly by -3.32%, with the trading volume of 14.12B. AmazonAMZN-- plans to launch consumer-grade AR glasses, codenamed "Jayhawk," by late 2026 to early 2027. Additionally, Amazon Zoox has introduced autonomous taxi services in Las Vegas, and Morgan StanleyMS-- added Amazon to its preferred list.

7. Microsoft (Nasdaq: MSFT)
Microsoft gained mildly by 0.39%, with the trading volume of 10.82B. MicrosoftMSFT-- released the Windows 11 25H2 Preview ISO in the Release Preview channel after a delay. The company also announced that individual developers can now publish apps on Microsoft Store for free. Additionally, a senator urged an FTC investigation into Microsoft due to hospital system cyberattacks.

8. Palantir Technologies (NYSE: PLTR)
Palantir Technologies gained mildly by 2.70%, with the trading volume of 10.36B. On September 9, 2025, PalantirPLTR-- Technologies disclosed an insider transaction where executive Taylor Ryan D. sold 36,000 shares on September 5.

9. Meta Platforms (Nasdaq: META)
Meta Platforms dipped mildly by -1.79%, with the trading volume of 9.43B. MetaMETA-- plans to reveal a new AI-driven smart glasses lineup at Connect 2025, aiming to enhance its market position. Additionally, Meta faces allegations of concealing VR product risks to children and avoiding safety responsibilities for minors on its VR platform.

10. Alphabet (Nasdaq: GOOGL)
Alphabet dipped mildly by -0.19%, with the trading volume of 8.42B. Google Cloud introduced Data Transfer Essentials, offering complimentary cloud data migration for EU and UK users, following the EU Data Act's enforcement. Google launched AI Plus subscription at low cost, enhancing AI access in emerging markets like Indonesia.

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