Tesla and Nvidia Lead High-Volume Trading Surge Amidst Tech Market Shifts

Generated by AI AgentAinvest Market Brief
Friday, Sep 26, 2025 12:23 am ET2min read
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Aime RobotAime Summary

- Tesla and Nvidia lead high-volume trading amid tech market shifts, with Tesla pushing FSD updates and Robotaxi competition.

- Nvidia partners with Alibaba Cloud and OpenAI on AI, while Apple/Meta secure debt for AI investments despite uncertain returns.

- Intel collaborates with TSMC/ASML on manufacturing and GPU development, while Microsoft halts cloud services linked to surveillance.

- Amazon settles $2.5B FTC case and plans Vega OS, Oracle issues $18B bonds for AI data centers with OpenAI/SoftBank.

- Palantir teams with Boeing on AI defense projects, and Alphabet seeks Supreme Court intervention over app store policy changes.

1. Tesla (Nasdaq: TSLA)
Tesla dropped solidly by -4.38%, with the trading volume of 41.21B. TeslaTSLA-- urges maintenance of stringent US emissions standards and CEO Elon Musk claims FSD V14.2 will make cars nearly perceptive. Meanwhile, competition heats up in the Robotaxi market with Lucid's deliveries, challenging Tesla.

2. Nvidia (Nasdaq: NVDA)
Nvidia gained mildly by 0.41%, with the trading volume of 34.03B. NVIDIANVDA-- is actively participating in multiple pivotal areas, from collaborating with Alibaba Cloud on Physical AI to positioning itself within the quantum computing realm, further driving industrial adoption. Additionally, NVIDIA's partnerships with OpenAI highlight their massive investment efforts in advancing AI technology.

3. Apple (Nasdaq: AAPL)
Apple gained mildly by 1.81%, with the trading volume of 14.07B. Tech giants, including Apple, Meta Platforms Inc., and OpenAI, are aggressively pursuing massive debt deals to fund AI ambitions despite uncertain returns. Meanwhile, the EU firmly rejects Apple Inc.'s challenge to abolish the Digital Markets Act.

4. Palantir Technologies (NYSE: PLTR)
Palantir Technologies dipped mildly by -0.24%, with the trading volume of 13.03B. Boeing is partnering with Palantir Technologies to integrate AI into current and future defense projects. Boeing's defense division will deploy Palantir's Foundry platform across its factories to enhance manufacturing processes for fighter jets, helicopters, missiles, and satellites.

5. Oracle (NYSE: ORCL)
Oracle dropped solidly by -5.55%, with the trading volume of 11.51B. Oracle issued $18 billion in investment-grade bonds to meet AI demand, marking one of 2023's largest US bond transactions with peak demand near $88 billion. OpenAI, SoftBank, and Oracle will also build five AI data centers in the US.

6. Amazon (Nasdaq: AMZN)
Amazon.Com dipped mildly by -0.94%, with the trading volume of 11.42B. Amazon has agreed to pay $2.5 billion to settle a Federal Trade Commission case regarding its Prime membership program. Additionally, Amazon plans to release its Linux-based Vega OS to replace the current Fire TV OS by 2025.

7. Intel (Nasdaq: INTC)
Intel surged by 8.87%, with the trading volume of 9.78B. Intel is reportedly in talks with TSMC for potential manufacturing investment or collaboration and is developing a new data center GPU besides "Jaguar Shores." Intel is also rumored to have increased its orders for ASML's High NA EUV lithography machines to accelerate 14A process development.

8. Microsoft (Nasdaq: MSFT)
Microsoft dipped mildly by -0.61%, with the trading volume of 8.01B. Microsoft warns of a new XCSSET variant targeting macOS developers, enhancing data theft capabilities and clipboard hijacking. Microsoft also responds to reports of its cloud services being used for large-scale surveillance by halting relevant services.

9. Meta Platforms (Nasdaq: META)
Meta Platforms dipped mildly by -1.54%, with the trading volume of 7.94B. Meta's new AI video platform Vibes faces lukewarm user response, while it plans new retail stores to promote AI glasses. The company may adopt Google's AI model to enhance ad targeting and is expanding global teen accounts.

10. Alphabet (Nasdaq: GOOGL)
Alphabet dipped mildly by -0.56%, with the trading volume of 7.58B. Alphabet's Google has requested the US Supreme Court to halt a directive demanding changes to its app store policy amid an antitrust suit by Epic Games, warning of potential irreversible harm to its Android ecosystem.

Market Watch column provides a thorough analysis of stock market fluctuations and expert ratings.

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