Tesla and Amazon Lead Trading Volume Surge Amid Strategic Investment Moves

Generated by AI AgentAinvest Market Brief
Thursday, Aug 14, 2025 6:31 pm ET2min read
Aime RobotAime Summary

- Tesla and Amazon led trading volume surges amid Q2 2025 strategic investment shifts, with Goldman Sachs boosting Tesla/NVIDIA stakes.

- Norway's 24% Tesla sales growth contrasts with Musk's European political backlash, while Amazon achieved 7-year-early 100% renewable energy target.

- Institutional investors rebalanced portfolios: Tiger Global increased NVIDIA holdings by 6.8%, while Bank of America reduced Apple stakes.

- Microsoft faced operational challenges (Xbox outage) and strategic reorganization (GitHub integration), while AMD agreed to share 15% China AI GPU revenue with U.S. government.

1. Tesla (Nasdaq: TSLA)
Tesla dipped mildly by -1.12%, with the trading volume of 24.96B. increased its stakes in alongside , , , and in Q2 2025. Tesla's sales surged 24% in Norway despite CEO Elon Musk facing political backlash in Europe. Tesla's Model Y L may soon be available in Europe.

2. Nvidia (Nasdaq: NVDA)
Nvidia gained mildly by 0.24%, with the trading volume of 23.46B. Bloomberg's 13F filing reveals increased stakes in Broadcom, , and while reducing holdings. Lambda Inc., a cloud infrastructure firm, plans to raise funds at a valuation of $4-5 billion, eyeing a possible IPO by 2026. Tiger Global Management has increased its NVIDIA stake by 6.8% to 11.7 million shares.

3. Amazon (Nasdaq: AMZN)
Amazon.Com gained mildly by 2.86%, with the trading volume of 14.14B. Amazon achieved its 100% renewable energy target seven years early and is exploring carbon-free energy. The company plans to double its U.S. fresh delivery service by year-end. Pershing Square and Bank of America increased their Amazon holdings in the second quarter.

4. Advanced Micro Devices (Nasdaq: AMD)
Advanced Micro Devices dipped mildly by -1.88%, with the trading volume of 12.01B. agreed to share 15% of its China AI GPU sales revenue with the U.S. government for export licenses; sees limited impact on AMD’s earnings, maintaining a neutral rating.

5. Apple (Nasdaq: AAPL)
Apple dipped mildly by -0.24%, with the trading volume of 12.00B. Berkshire Hathaway and Bank of America reduced Apple holdings in Q2; Goldman Sachs increased Apple positions. Additionally, Apple reinstates blood oxygen monitoring on U.S. Apple Watches and faces an Australian ruling for illegal payment and app distribution monopolization.

6. Microsoft (Nasdaq: MSFT)
Microsoft gained mildly by 0.36%, with the trading volume of 10.27B. The Gates Foundation reduced its holdings in Microsoft in Q2. Microsoft Xbox experienced a significant outage affecting its messaging and invitation functionalities. GitHub CEO Thomas Dohmke announced plans to step down by 2025, as Microsoft integrates GitHub into its CoreAI organization.

7. Palantir Technologies (NYSE: PLTR)
Palantir Technologies dipped mildly by -1.83%, with the trading volume of 9.70B. Invesco's Q2 report reveals Nvidia replaced Microsoft as its top holding, while Renaissance Technologies significantly increased investments in Nvidia and . Amundi Asset Management newly acquired and increased holdings in Tesla during Q2.

8. Meta Platforms (Nasdaq: META)
Meta Platforms gained mildly by 0.26%, with the trading volume of 6.34B. Meta founder Zuckerberg faced community backlash for purchasing and modifying properties in California's Crescent Park. Despite complaints, local authorities found no legal violations. Additionally, Meta captured over 70% of the smart glasses market in H1 2025 due to high demand for Ray-Ban Meta AI glasses.

9. Strategy Inc (Nasdaq: MSTR)
Strategy Inc dropped solidly by -4.35%, with the trading volume of 6.13B. Amundi Asset Management revealed its , including new investments in Sandisk and increased holdings in Tesla.

10. Unitedhealth Group Incorporated (NYSE: UNH)
Unitedhealth Group Incorporated dipped mildly by -0.04%, with the trading volume of 5.87B. Berkshire Hathaway reduced its holdings in Apple and Bank of America in Q2, while initiating positions in United Health, Nucor Steel, , and .

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