Tech Trading Surge: Nvidia Leads Volume Amidst Market Shifts

Generated by AI AgentAinvest Market Brief
Wednesday, Feb 5, 2025 5:31 pm ET2min read
1. Nvidia (Nasdaq: NVDA)
Nvidia gained solidly by 5.35%, with the trading volume of 32.07B. NVIDIA's RTX 5090 faces supply shortages amid high demand. NVIDIA's market value surpasses $3 trillion following a 5% stock increase. NVIDIA's platform supports AMD's AI data center solutions. NVIDIA's valuation suffered a $500 billion loss due to perceived AI threats.

2. Tesla (Nasdaq: TSLA)
Tesla dropped solidly by -3.58%, with the trading volume of 21.69B. Tesla announced significant discounts for its Model 3 vehicles, including insurance subsidies, zero-interest financing, and charging incentives, marking the largest promotion to date. Additionally, Tesla's new car registrations in Germany dropped 59.5% in January.

3. Alphabet (Nasdaq: GOOGL)
Alphabet plunged by -7.29%, with the trading volume of 13.38B. Google announced it canceled diversity hiring targets, launched GEMINI 2.0 PRO in AI Studio and Vertex AI, and faced disappointing Q4 results with revenue below expectations. Google plans to increase AI investment in 2025, raising future profitability concerns.

4. Meta Platforms (Nasdaq: META)
Meta Platforms gained mildly by 0.10%, with the trading volume of 12.04B. Meta announced the initial Oculus Quest headset has reached end-of-life, ceasing app store support. Facing fierce competition in the mixed reality market, Meta views 2025 as critical for its Metaverse investments. Additionally, Meta XR VP Mark Rabkin resigned due to personal reasons.

5. Advanced Micro Devices (Nasdaq: AMD)
Advanced Micro Devices plunged by -6.27%, with the trading volume of 12.04B. Advanced Micro Devices reported Q4 2024 revenue of $7.658 billion and annual revenue of $25.785 billion. Mizuho and KeyBanc maintain ratings of "outperform" with a $140 target price. Data center sales surpassed Intel but missed estimates.

6. Palantir Technologies (NYSE: PLTR)
Palantir Technologies dipped mildly by -2.38%, with the trading volume of 9.16B. Palantir Technologies Inc reported 2024 revenue of $28.66 billion, up 28.79% year-over-year, with a net profit of $4.68 billion. Citigroup, DA Davidson, Northland Capital, Morgan Stanley, and Jefferies revised target prices, maintaining or adjusting their ratings.

7. Amazon (Nasdaq: AMZN)
Amazon.Com dipped mildly by -2.43%, with the trading volume of 9.14B. Amazon has integrated DeepSeek's AI model into its platform. Additionally, Jeff Bezos's $10 billion Earth Fund halted financial support to a leading climate standard-setting organization, amid scrutiny and suggestions to align with former President Trump.

8. Apple (Nasdaq: AAPL)
Apple dipped mildly by -0.14%, with the trading volume of 9.01B. Apple's new M5 chip has entered mass production with packaging by JCET, ASE, and Amkor. China is reportedly investigating Apple's iOS commission and operating model. Meanwhile, iPhone 17 may feature DeepSeek technology.

9. Alphabet (Nasdaq: GOOG)
Alphabet plunged by -6.94%, with the trading volume of 8.38B. Alphabet's Q4 revenue fell short of expectations as reported, prompting a more aggressive AI investment strategy in 2025. Google has also canceled certain diversity hiring targets and launched GEMINI 2.0 PRO for advanced AI users. Morgan Stanley and Needham maintain positive ratings on Alphabet.

10. Broadcom (Nasdaq: AVGO)
Broadcom gained solidly by 4.30%, with the trading volume of 6.78B. Alphabet faced scrutiny over its capital spending following disappointing earnings, prompting a significant value drop. NVIDIA's market valuation decreased substantially due to emerging competition from DeepSeek, altering AI market investment strategies.

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