Record-Breaking Volumes: NVIDIA, Tesla, and Apple Gain Momentum Amid Strategic Shifts

Generated by AI AgentAinvest Market Brief
Friday, Aug 8, 2025 12:23 am ET2min read
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Aime RobotAime Summary

- NVIDIA shares rose 0.75% amid Goldman Sachs' $200 price target hike, leveraging its 60%+ operating margin and AI/semiconductor expansion.

- Tesla cut its Dojo supercomputer team to focus resources, while Apple faces AI talent losses and legal challenges over Apple Pay technology.

- Eli Lilly's stock fell 14.14% despite 61.61% profit growth, while AMD launched a new graphics card and reported 69% gaming business growth.

- Applovin surged 11.97% on 164% profit growth from AI ads, while Meta secured $29B financing for data centers and AI audio startup acquisitions.

1. Nvidia (Nasdaq: NVDA)
Nvidia gained mildly by 0.75%, with the trading volume of 27.53B. Goldman SachsGS-- raised NVIDIA's target price to $200, maintaining a "buy" rating amid high expectations for upcoming earnings. NVIDIANVDA-- leads with nearly 60% operating profit margin among major US tech companies and is expanding in AI, semiconductors, and robotics.

2. Tesla (Nasdaq: TSLA)
Tesla gained mildly by 0.74%, with the trading volume of 21.29B. TeslaTSLA-- reportedly disbanded its Dojo supercomputer team, halting in-house chip development, as Elon Musk emphasized resource focus. New Tesla Model 3 and Model Y L offer enhanced range, and Tesla expands its global supercharging network.

3. Apple (Nasdaq: AAPL)
Apple gained solidly by 3.18%, with the trading volume of 19.77B. AppleAAPL-- faces an AI talent loss crisis, with MetaMETA--, OpenAI, and xAI poaching key engineers. Apple also faces legal challenges, including Fintiv's lawsuit over Apple Pay technology.

4. Eli Lilly Andmpany (NYSE: LLY)
Eli Lilly Andmpany plunged by -14.14%, with the trading volume of 16.87B. Eli Lilly's oral GLP-1 agonist achieved an average weight reduction of 12.4 kg. The company's first-half net profit rose 61.61% year-over-year, with total revenue reaching $282.86 billion. CEO highlights the need for U.S. pharmaceutical market reform to adjust drug prices.

5. Advanced Micro Devices (Nasdaq: AMD)
Advanced Micro Devices gained solidly by 5.69%, with the trading volume of 16.38B. AMDAMD-- unveiled the Radeon RX 7400 graphics card, matching the hardware specs of the Radeon PRO W7400. New chip solutions are co-developed with MicrosoftMSFT-- as client and gaming business grew 69%. AMD and Apple suffered $15 million in stolen goods in a logistics theft.

6. Palantir Technologies (NYSE: PLTR)
Palantir Technologies gained mildly by 1.48%, with the trading volume of 14.12B. Palantir Technologies Inc.PLTR-- disclosed internal transactions with executives selling shares. Analysts are optimistic, raising target prices following strong Q2 earnings. The company expects U.S. business revenue to grow tenfold over the next five years.

7. Amazon (Nasdaq: AMZN)
Amazon.Com gained mildly by 0.37%, with the trading volume of 9.06B. AmazonAMZN-- announced OpenAI's open weight models can be accessed through Amazon Bedrock and Amazon SageMaker AI. Also, Zoox received U.S. approval for testing driverless vehicles without traditional controls.

8. Applovin (Nasdaq: APP)
Applovin surged by 11.97%, with the trading volume of 8.90B. ApplovinAPP-- reported Q2 2025 results, showing exceptional growth driven by its AI advertising platform, AXONAXON--. The company's net profit increased by 164%, surpassing expectations, with notable performance in gaming ad revenue and a promising outlook for e-commerce business expansion.

9. Microsoft (Nasdaq: MSFT)
Microsoft dipped mildly by -0.78%, with the trading volume of 8.39B. Microsoft's partnership with Asus launches ROG Xbox Ally handheld, with pre-orders starting August 20. Separately, Kojima Productions' game development continues despite Microsoft’s layoffs. Additionally, GPT-5 AI model integrates into Microsoft platforms like Copilot and Azure AI Foundry.

10. Meta Platforms (Nasdaq: META)
Meta Platforms dipped mildly by -1.32%, with the trading volume of 6.91B. Meta PlatformsMETA-- secured $29 billion financing led by PIMCO and Blue OwlOWL-- for its Louisiana data center expansion and acquired AI audio startup Waveforms. In AI and VR efforts, Meta's TBD lab leads Llama model development, and new VR prototypes will be showcased at SIGGRAPH 2025.

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