Tesla Soars with Record Volume, While Alibaba Surges Amidst Cloud Innovations

Generated by AI AgentAinvest Market Brief
Thursday, Sep 25, 2025 12:23 am ET2min read
TSLA--
Aime RobotAime Summary

- Tesla shares rose 3.98% with record volume as shareholders prepare to vote on Musk's $1 trillion compensation package in November.

- Alibaba surged 8.22% after unveiling AI platforms including Qwen3-Max and AgentOne at its 2025 Yunqi Conference.

- Micron reported 46% Q4 sales growth to $113B, while Microsoft expanded AI partnerships with Corning and Anthropic.

1. Tesla (Nasdaq: TSLA)
Tesla gained solidly by 3.98%, with the trading volume of 40.77B. Chery debuts on the Hong Kong Stock Exchange with Horizon Robotics as a cornerstone investor, aiming to build a "smart driving technology infrastructure platform." TeslaTSLA-- advocates for shareholder approval of Elon Musk's $1 trillion compensation package in the upcoming November meeting.

2. Nvidia (Nasdaq: NVDA)
Nvidia dipped mildly by -0.82%, with the trading volume of 25.51B. JD Group's JD Cloud President, Caopeng, highlighted at the 2025 Global Technology Explorers Conference the advanced heterogenous computing of JD Cloud's JoyScale AI platform, supporting numerous domestic acceleration cards and optimizing various training inference frameworks.

3. Amazon (Nasdaq: AMZN)
Amazon.Com dipped mildly by -0.23%, with the trading volume of 10.94B. Wells Fargo upgraded Amazon's rating from hold to buy, citing increased confidence in AWS revenue growth by 2026 due to the Rainier project's capacity expansion. Additionally, Amazon is expanding its Multi-Channel Fulfillment services to merchants like SHEIN, Shopify, and Walmart.

4. Apple (Nasdaq: AAPL)
Apple dipped mildly by -0.83%, with the trading volume of 10.68B. Apple is urging the EU to reconsider the Digital Markets Act. Apple advances its 'Tap to Pay on iPhone' service in Europe. Intel seeks Apple's investment to revive its business, both are in talks for stake acquisition and collaboration. Apple launched iOS 26.1 featuring new translation capabilities for AirPods.

5. Oracle (NYSE: ORCL)
Oracle dipped mildly by -1.72%, with the trading volume of 10.31B. Oracle has initiated a $180 billion investment-grade bond sale with strong demand of $800 billion to fund its AI collaboration efforts, including an unusual 40-year maturity bond.

6. Alibaba Group Holding Limited (NYSE: BABA)
Alibaba Group Holding Limited surged by 8.22%, with the trading volume of 9.34B. Alibaba's cloud subsidiary Lingyang released AgentOne, an AI service platform, enhancing enterprise intelligence management. Additionally, Alibaba announced new AI offerings including Qwen3-Max and a multimodal AI platform at the 2025 Yunqi Conference, emphasizing AI investment growth.

7. Micron Technology (Nasdaq: MU)
Micron Technology dipped mildly by -2.82%, with the trading volume of 9.25B. Micron Technology reported a 46% increase in Q4 sales to $113 billion, surpassing expectations. Analysts anticipate strong future performance, with a target price raised to $220. DRAM is expected to drive growth, and mass production of HBM4 chips is set for 2026.

8. Palantir Technologies (NYSE: PLTR)
Palantir Technologies dipped mildly by -1.64%, with the trading volume of 8.17B. Boeing collaborates with Palantir Technologies to integrate AI in defense and aerospace manufacturing. Boeing's defense division will use Palantir's Foundry platform for production processes. Additionally, an insider transaction was disclosed as Director Lauren Elaina Friedman sold 9,000 shares.

9. Alphabet (Nasdaq: GOOGL)
Alphabet dipped mildly by -1.80%, with the trading volume of 7.00B. Qualcomm and Google are partnering to develop chips for the Android PC era. Waymo will launch autonomous driving services for businesses. Google has introduced Androidify for personalized android avatars based on users' selfies. 90% of tech workers reportedly use AI for tasks like coding.

10. Microsoft (Nasdaq: MSFT)
Microsoft gained mildly by 0.18%, with the trading volume of 6.89B. Microsoft is partnering with Corning and Heraeus to expand hollow-core fiber production. Microsoft Edge aims to become an AI-powered browser through deep integration with Copilot. Microsoft is adding Anthropic's AI model to Copilot, enabling new Researcher and development tools. Microsoft Flight Simulator 2024 will launch on Sony PS5 on December 8.

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