Record Trading Waves: Tesla, Nvidia, and Amazon Lead Market Pulse Amid AI and Innovation Surge

Generated by AI AgentAinvest Market Brief
Wednesday, Sep 24, 2025 12:23 am ET2min read
Aime RobotAime Summary

- Tesla's Robotaxi innovation accelerates ride-sharing commercialization, reshaping industry models and supply chain profits.

- Nvidia invests $100B in OpenAI and partners with Abu Dhabi for AI/robotics, signaling major AI infrastructure expansion.

- Amazon shifts to online grocery via store closures, collaborates with Qualcomm/Sony Honda on AFEELA smart cars.

- Boeing-Palantir AI integration and Oracle-OpenAI $400B data center plan highlight defense and tech sector AI investments.

- Micron reports 46% revenue growth driven by AI demand, while Meta launches WhatsApp translation features and dating tools.

1. Tesla (Nasdaq: TSLA)
Tesla dipped mildly by -1.93%, with the trading volume of 35.94B. Soochow Securities reports that Robotaxi is revolutionizing the ride-sharing market with innovations in technology, policy, and cost, accelerating its commercialization and transforming the industry's business model, competitive landscape, and profit distribution across the supply chain.

2. Nvidia (Nasdaq: NVDA)
Nvidia dipped mildly by -2.82%, with the trading volume of 34.60B. and the Abu Dhabi Technology Innovation Institute have launched an AI and robotics lab in the UAE. Nvidia plans a $100 billion investment in OpenAI, indicating AI progress. Nvidia also considers strategic investment in AI voice firm ElevenLabs.

3. Amazon (Nasdaq: AMZN)
Amazon.Com dropped solidly by -3.04%, with the trading volume of 15.76B. collaborates with Qualcomm and Sony Honda Mobility to advance AFEELA smart car development. Amazon will close UK Amazon Fresh stores, shifting focus to online grocery delivery. Amazon disputes new labor laws in New York, claiming overreach.

4. Apple (Nasdaq: AAPL)
Apple dipped mildly by -0.64%, with the trading volume of 15.39B. Apple CEO Tim Cook visited Japan for the first time since 2022 to address potential issues related to new smartphone regulations, amidst Apple's expansion plans and recent updates like the Apple Invites 1.5 featuring liquid glass design and calendar syncing.

5. Palantir Technologies (NYSE: PLTR)
Palantir Technologies gained mildly by 1.80%, with the trading volume of 11.34B. Boeing will collaborate with Palantir to integrate AI into its current and future defense projects and factories. Boeing's defense division will use Palantir's Foundry platform to enhance production processes for fighter jets, helicopters, missiles, and satellites.

6. Oracle (NYSE: ORCL)
Oracle dropped solidly by -4.36%, with the trading volume of 11.08B. Oracle and OpenAI announced plans to invest $400 billion with SoftBank in developing five new U.S. data centers for AI infrastructure, marking their largest effort to meet a previous $500 billion commitment.

7. Microsoft (Nasdaq: MSFT)
Microsoft dipped mildly by -1.01%, with the trading volume of 10.10B. Capcom is concerned that the high pricing of Sony's PlayStation 5 is negatively impacting its game sales. Microsoft is criticized by former Blizzard president, and the EU starts to scrutinize Apple, Google, Microsoft, and Booking on financial scam prevention.

8. Meta Platforms (Nasdaq: META)
Meta Platforms dipped mildly by -1.28%, with the trading volume of 8.26B. Meta Platforms launched new translation features on WhatsApp, expanded Llama model access, introduced new Facebook dating features "Dating Assistant" and "Meet Cute," and its Llama AI model was approved for use by U.S. federal agencies.

9. Broadcom (Nasdaq: AVGO)
Broadcom gained mildly by 0.04%, with the trading volume of 7.46B. NVIDIA plans to invest $50 billion in Intel, while Samsung's HBM3e has successfully passed NVIDIA's validation. Additionally, NVIDIA and OpenAI are collaborating on a $100 billion investment to build a 10GW data center. Meanwhile, Broadcom is potentially set to become TSMC's second-largest customer next year.

10. Micron Technology (Nasdaq: MU)
Micron Technology gained mildly by 1.09%, with the trading volume of 7.27B. Micron Technology reported its fiscal Q4 earnings with revenue of $11.32 billion, a 46% year-over-year increase, surpassing analyst estimates. Adjusted net profit stood at $3.469 billion, driven by robust demand for AI-driven solutions and strong DRAM demand.

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