Teslas Chip Deal Ignites with 36.66B Trading Surge!

Generated by AI AgentAinvest Market Brief
Tuesday, Jul 29, 2025 12:23 am ET2min read
Aime RobotAime Summary

- Tesla signed a $165B chip supply deal with Samsung, boosting trading volume to 36.66B and reshaping industry dynamics.

- AMD plans to raise Instinct MI350 AI chip prices by 67%, while Apple shifts iPhone production to India, surpassing China as top U.S. supplier.

- Google's Gemini CLI faced security breaches exposing user data, while Waymo expands autonomous taxi services to Dallas via Avis partnership.

- NVIDIA collaborates with MediaTek on PC-grade ARM chips and orders 300,000 H20 chips from TSMC for upcoming RTX 50 SUPER releases.

1. Tesla (Nasdaq: TSLA)
Tesla gained solidly by 3.02%, with the trading volume of 36.66B. and Samsung signed a $165 billion chip supply agreement, impacting various sectors' dynamics. Additionally, Tesla reveals a simplified Model Y version to counter declining sales, and plans a Model Y variant costing under $30,000 while canceling the $25,000 project.

2. Nvidia (Nasdaq: NVDA)
Nvidia gained mildly by 1.87%, with the trading volume of 24.61B. has ordered 300,000 H20 chips from , plans an early release of RTX 50 SUPER graphics cards, and disclosed eight insider transactions on July 28, 2025. NVIDIA is also collaborating with MediaTek on their first PC-grade ARM chip.

3. Advanced Micro Devices (Nasdaq: AMD)
Advanced Micro Devices gained solidly by 4.32%, with the trading volume of 11.80B. is reportedly considering increasing the price of its Instinct MI350 series AI chips from $15,000 to $25,000. Former China president Yang Xu has joined AMD as vice president and Lenovo global client manager.

4. Palantir Technologies (NYSE: PLTR)
Palantir Technologies dipped mildly by -0.58%, with the trading volume of 10.06B. reported a trading volume of $100.59 billion on July 28, ranking fourth in US stocks for the day.

5. Apple (Nasdaq: AAPL)
Apple gained mildly by 0.08%, with the trading volume of 8.10B. is increasingly assembling iPhones in India, making it the top smartphone supplier to the U.S. market, surpassing China. Additionally, Apple will close its Dalian store by 2025, its first closure in China.

6. Microsoft (Nasdaq: MSFT)
Microsoft dipped mildly by -0.24%, with the trading volume of 7.33B. announced that support for Windows 11 22H2 Enterprise, Education, and IoT Enterprise versions will end on October 14, 2025. After this date, these versions will no longer receive security updates. Additionally, Microsoft Teams introduced immersive 3D features to enhance virtual meetings.

7. Alphabet (Nasdaq: GOOGL)
Alphabet dipped mildly by -0.31%, with the trading volume of 7.33B. Google's Gemini CLI had a security vulnerability that could allow hackers to execute malicious commands and steal sensitive user data. Meanwhile, Google plans to expand Waymo's autonomous service to Dallas, breaking away from collaboration with Uber.

8. Meta Platforms (Nasdaq: META)
Meta Platforms gained mildly by 0.69%, with the trading volume of 6.26B. EssilorLuxottica SA reported that its Ray-Ban smart glasses, developed with Meta, increased sales over twofold, contributing to the company's total first-half sales of €140.2 billion.

9. Amazon (Nasdaq: AMZN)
Amazon.Com gained mildly by 0.58%, with the trading volume of 6.13B. faces security concerns after AI tools were hacked. Trump Organization claims counterfeit goods sold on Amazon, , and . Amazon prepares for significant earnings report amid high market expectations.

10. Alphabet (Nasdaq: GOOG)
Alphabet dipped mildly by -0.34%, with the trading volume of 4.93B. Google's Gemini CLI tool was compromised by hackers, exposing data through execution of malicious commands. Alphabet plans to launch Waymo's autonomous taxi service in Dallas next year in partnership with . increased Alphabet's target price, citing AI investment growth.

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