Skyrocketing Trade: Nvidia and Palantir Lead the Volume Vanguard!

Generated by AI AgentAinvest Market Brief
Tuesday, Aug 5, 2025 6:31 pm ET2min read
Aime RobotAime Summary

- Nvidia and Palantir lead with $27.61B/$22.32B trading volumes, driven by SoftBank's $33B AI chip investment and Palantir's $10B+ Q2 revenue surge.

- Tesla faces shareholder lawsuits over self-driving claims while UK sales drop below 1%, contrasting AMD's 32% YoY revenue growth but 31% net income decline.

- Amazon integrates OpenAI models into AWS Bedrock and expands used car partnerships, while Microsoft highlights Copilot in Bing searches and honors Rare's anniversary.

- Meta unveils AI glasses to replace smartphones and plans $30B+ data center sales, while Alphabet secures US government AI contracts and launches Genie 3 world model.

1. Nvidia (Nasdaq: NVDA)
Nvidia dipped mildly by -0.97%, with the trading volume of 27.61B. SoftBank Group significantly increased its stakes in and with a $33 billion investment, reflecting Masayoshi Son's strategic focus on AI chip supply chains. NVIDIA's RTX 50 SUPER series memory is expected to expand, possibly launching by end-2025.

2. Palantir Technologies (NYSE: PLTR)
Palantir Technologies surged by 7.85%, with the trading volume of 22.32B. Palantir's second-quarter revenue exceeded $10 billion for the first time, growing 48% year-over-year. The company raised its 2025 outlook and achieved a significant profit increase, aided by strong U.S. commercial and government contracts.

3. Tesla (Nasdaq: TSLA)
Tesla dipped mildly by -0.17%, with the trading volume of 17.77B. faces shareholder lawsuits over misleading information about self-driving technology and offers Elon Musk a $30 billion stock award. The company also experiences a significant drop in UK sales, decreasing market share to under 1%.

4. Advanced Micro Devices (Nasdaq: AMD)
Advanced Micro Devices dipped mildly by -1.40%, with the trading volume of 13.74B. (AMD) reported Q2 revenue of $76.9 billion, a 32% increase YoY, but adjusted net income fell 31%. anticipates Q3 revenue of approximately $87 billion with a $3 billion fluctuation, and plans to begin MI350 chip production early.

5. Amazon (Nasdaq: AMZN)
Amazon.Com gained mildly by 0.99%, with the trading volume of 11.00B. integrates OpenAI's weights model into Bedrock through AWS. The company expands its automotive business into the used car market in Los Angeles with Hyundai dealers. AWS is under scrutiny for deleting a user's decade of data, attributed to administrative error.

6. Microsoft (Nasdaq: MSFT)
Microsoft dipped mildly by -1.47%, with the trading volume of 10.16B. announced its August Game Pass lineup featuring Assassin's Creed: Mirage and introduced Win XP-themed Crocs for its 50th anniversary, available to employees. Additionally, Microsoft highlights Copilot while users search competitors on Bing. Xbox honors Rare's 40th anniversary with a free dynamic background.

7. Meta Platforms (Nasdaq: META)
Meta Platforms dipped mildly by -1.66%, with the trading volume of 8.93B. unveiled breakthrough technology enabling Quest 3 to render three high-fidelity avatars simultaneously and introduced SqueezeMe for local rendering. Zuckerberg declared AI glasses will replace smartphones. Meta disclosed insider trades; Zuckerberg sold shares. Meta plans to sell over $30 billion in data center assets.

8. Apple (Nasdaq: AAPL)
Apple dipped mildly by -0.21%, with the trading volume of 8.66B. The U.S. court grants trademark rights for "Reality Composer" and "Reality Converter." A new Apple TV 4K with proprietary Bluetooth and Wi-Fi chips is set for 2025, and Apple faces intensified competition in India. iPhone 17 series prices will increase significantly.

9. Hims & Hers Health (NYSE: HIMS)
Hims & Hers Health plunged by -12.17%, with the trading volume of 6.19B. reported Q2 sales below expectations despite a 73% revenue growth, leading to a significant stock decline. The company disclosed insider transactions, and its H1 net profit surged 276.62% to $91.99 million with $1.131 billion in revenue.

10. Alphabet (Nasdaq: GOOGL)
Alphabet dipped mildly by -0.19%, with the trading volume of 6.16B. Google DeepMind launched Genie 3, the third-generation world model enabling interactive environments. Additionally, Alphabet's Google was approved as an AI supplier by the US government's central procurement department, paving the way for AI technology's broader federal civilian application.

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