Tesla and Nvidia Lead Market Frenzy as Trading Volumes Skyrocket!

Generated by AI AgentAinvest Market Brief
Friday, Aug 15, 2025 12:23 am ET2min read
Aime RobotAime Summary

- Tesla and Nvidia led market frenzy with trading volumes surging, as Musk challenged short-sellers and applied for UK power supply licenses.

- Institutional investors like JP Morgan and Tiger Global boosted stakes in Tesla, Amazon, and AI tech giants, reshaping sector dynamics.

- Amazon achieved 100% renewable energy seven years early, while Buffett's Berkshire reduced Apple holdings to $57.4B amid strategic shifts.

- US approved AMD/Nvidia AI chip sales to China with 15% revenue sharing, as Cohere secured $3.6B funding backed by both chipmakers.

1. Tesla (Nasdaq: TSLA)
Tesla dipped mildly by -1.12%, with the trading volume of 25.07B. Elon Musk challenged short-sellers, hinting at their potential demise via autonomous driving advancement. JP Morgan increased its Tesla stake, becoming the fifth-largest shareholder. Tesla applied for a power supply license in the UK, marking a new direction for the company.

2. Nvidia (Nasdaq: NVDA)
Nvidia gained mildly by 0.24%, with the trading volume of 23.52B. Tiger Global increased positions in , established positions in Circle; invested heavily in , , Tesla, and Meta; Scion Asset Management shifted to U.S. stocks; Appaloosa LP favored Alibaba; H&H International invested in , Google, and NVIDIA.

3. Amazon (Nasdaq: AMZN)
Amazon.Com gained mildly by 2.86%, with the trading volume of 14.19B. renegotiated its agreement with , gaining the option to use other advertising platforms, potentially losing Trade Desk a crucial client. Tiger Global's saw a substantial increase, heavily invested in AI tech giants, and significantly increased its stake in Amazon. Amazon achieved its 100% renewable energy target seven years ahead of schedule, exploring new carbon-free energy sources.

4. Apple (Nasdaq: AAPL)
Apple dipped mildly by -0.24%, with the trading volume of 12.08B. Berkshire Hathaway, led by Warren Buffett, further reduced its holdings in , selling 20 million shares in the second quarter. The company still holds 280 million shares valued at $57.4 billion.

5. Advanced Micro Devices (Nasdaq: AMD)
Advanced Micro Devices dipped mildly by -1.88%, with the trading volume of 12.05B. Cohere secured $3.6 billion in funding with backing from and NVIDIA. Ex-Meta VP appointed as Chief AI Officer. US agreed to allow AMD and NVIDIA to sell AI chips in China, sharing 15% revenue with the US government in return.

6. Microsoft (Nasdaq: MSFT)
Microsoft gained mildly by 0.36%, with the trading volume of 10.59B. Tiger Global increased its holdings in Amazon and established a position in . Hedge funds, including Warren Buffett's, heavily invested in tech stocks like Microsoft and in Q2 2025. Microsoft enhanced Windows 10 and OneNote for enterprise users.

7. Palantir Technologies (NYSE: PLTR)
Palantir Technologies dipped mildly by -1.82%, with the trading volume of 9.74B. Invesco's Q2 holdings report revealed Nvidia replaced Microsoft as its top holding, with assets totaling $590 billion, up 11% from the previous quarter. Renaissance Technologies' Q2 holdings increased 14% to $75.2 billion, significantly boosting Nvidia and Netflix investments.

8. Unitedhealth Group Incorporated (NYSE: UNH)
Unitedhealth Group Incorporated dipped mildly by -0.04%, with the trading volume of 7.01B. David Tepper's Appaloosa LP increased investment in during Q2 while remained the top holding. The firm reduced stakes in Alibaba and .com. Meanwhile, Berkshire Hathaway decreased holdings in Apple and , initiating positions in and .

9. Meta Platforms (Nasdaq: META)
Meta Platforms gained mildly by 0.26%, with the trading volume of 6.35B. Tiger Global increased its Amazon stake and established a position in Circle during Q2, reaching a total portfolio value of $341 billion. David Tepper increased holdings in UnitedHealth and made Alibaba his top stock. Saudi PIF sold all shares of Alibaba, , and .

10. Strategy Inc (Nasdaq: MSTR)
Strategy Inc dropped solidly by -4.35%, with the trading volume of 6.14B. Strategy's trading volume on August 14 was $6.146 billion. In Q2, Amundi disclosed new investments in and increased holdings in Tesla.

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