Tesla Leads Volume Surge with Robotaxi Launch Amidst Mixed Tech Moves

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

- Tesla announced Robotaxi launch, Semi production, and Korean battery chain expansion, driving 35.92B trading volume.

- Nvidia/AMD agreed to pay 15% China AI chip sales to US government for export licenses, sparking revenue-sharing debates.

- Apple pledged $100B US manufacturing investment to avoid tariffs while facing Musk's App Store antitrust lawsuit.

- Palantir surged 150% this year, hitting S&P 500 peak, while Bitmine Immersion jumped 14.68% with $92.73B volume.

- Eli Lilly maintained "buy" ratings despite weight-loss drug concerns, while Amazon invested $36.7M in quantum computing.

1. Tesla (Nasdaq: TSLA)
Tesla gained mildly by 2.85%, with the trading volume of 35.92B. will open Robotaxi service, begin mass production of Tesla Semi next year, accelerate Korean battery supply chain development, lead California's largest virtual power plant, soon release FSD V14, launch long-range Model 3, apply for UK power supply license, and prepare to unveil Model Y L.

2. Nvidia (Nasdaq: NVDA)
Nvidia dipped mildly by -0.35%, with the trading volume of 25.22B. and agreed to pay 15% of their AI chip sales revenue to the U.S. government for export licenses to China. Bernstein analysts criticize this as setting a negative precedent, but acknowledge that obtaining 85% of sales revenue is preferable to gaining none.

3. Apple (Nasdaq: AAPL)
Apple dipped mildly by -0.83%, with the trading volume of 14.05B. is set to invest $100 billion in U.S. manufacturing to avoid potential punitive tariffs. Additionally, the iPhone 17 Pro will feature a new antenna system enhancing connectivity capabilities. Meanwhile, Elon Musk has threatened legal action against Apple for alleged anticompetitive practices in its App Store.

4. Advanced Micro Devices (Nasdaq: AMD)
Advanced Micro Devices dipped mildly by -0.28%, with the trading volume of 12.34B. NVIDIA and AMD have agreed to pay 15% of their China AI chip sales revenue to the US government to secure export licenses, raising concerns about setting a negative precedent despite the benefit of retaining 85% revenue.

5. Microsoft (Nasdaq: MSFT)
Microsoft dipped mildly by -0.05%, with the trading volume of 10.56B. Thomas Dohmke, head of Microsoft-owned GitHub, announced his departure effective year-end to establish a new startup after assisting transition.

6. Palantir Technologies (NYSE: PLTR)
Palantir Technologies dipped mildly by -2.29%, with the trading volume of 10.37B. Technologies has surged nearly 150% this year, with a 2000% increase since its 2020 IPO. It recently reached a new closing high, becoming the highest-valued company in the S&P 500, raising concerns about overvaluation.

7. Bitmine Immersion Technologies (Unknown code: BMNR)
Bitmine Immersion Technologies surged by 14.68%, with the trading volume of 9.28B. experienced a significant increase in trading activity with a volume reaching $92.73 billion, making it the seventh highest in the US stock market for that day.

8. Eli Lilly Andmpany (NYSE: LLY)
Eli Lilly Andmpany gained mildly by 1.53%, with the trading volume of 7.25B. analysts maintain Eli Lilly's "buy" rating despite lowering the target price, while names it their top large biotech stock post-Q2 earnings. Concerns linger over Orforglipron's weight-loss trial results below expectations.

9. Amazon (Nasdaq: AMZN)
Amazon.Com dipped mildly by -0.62%, with the trading volume of 7.00B. invests $36.7 million in to advance quantum computing technology. A data deletion error by AWS engineers led to a restored account after internal reflection. Amazon and TikTok deepen cooperation, integrating independent sellers into the "Buy with Prime" ad system.

10. Meta Platforms (Nasdaq: META)
Meta Platforms dipped mildly by -0.45%, with the trading volume of 5.85B. Meta's smart glasses drove a 110% surge in the global market's shipments in early 2025. The company also disclosed ten insider transactions, including Mark Zuckerberg selling shares. Additionally, Quest Runtime Optimizer for was released, and Hillhouse Capital heavily invested in .

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