Trading Titans: Nvidia and Tesla Lead with Massive Volumes Despite Market Shifts

Generated by AI AgentAinvest Market Brief
Thursday, Aug 28, 2025 6:31 pm ET2min read
Aime RobotAime Summary

- Nvidia and Tesla stocks dipped amid revenue concentration risks and European market share losses to BYD.

- Snowflake surged 20.22% on 32% Q2 revenue growth and raised FY2026 guidance to $43.95B.

- Microsoft fired protest employees and expands AI integration while negotiating AGI control with OpenAI.

- Broadcom gained 2.80% with UBS upgrading its target price to $345 amid AI business optimism.

- Apple opposes UK mobile regulations fearing privacy risks, while Amazon expands benefits and forecasts 20%+ AWS growth by 2026.

1. Nvidia (Nasdaq: NVDA)
Nvidia dipped mildly by -0.82%, with the trading volume of 50.22B. NVIDIA's recent financial statement reveals alarming revenue concentration, with two clients accounting for 39% of quarterly earnings. Despite record sales and profits, the growth rate has slowed, indicating a transition to a "new normal."

2. Tesla (Nasdaq: TSLA)
Tesla dipped mildly by -1.04%, with the trading volume of 23.36B. is advancing Model Y L deliveries with approximately 35,000 orders. In July, Tesla's European sales dropped by 40.2%, losing market share to BYD, whose sales surged 225.3% amid a 5.9% increase in overall European car registrations.

3. Snowflake (NYSE: SNOW)
Snowflake surged by 20.22%, with the trading volume of 10.00B. exceeded Q2 expectations with a 32% revenue increase to $10.905 billion, raised FY2026 revenue guidance to $43.95 billion, and forecasted Q3 product revenue around $11.3 billion. Non-GAAP net profit was $1.276 billion.

4. Microsoft (Nasdaq: MSFT)
Microsoft gained mildly by 0.57%, with the trading volume of 9.14B. has fired two employees for protesting in President Brad Smith's office. They are engaging in heated restructuring negotiations with OpenAI over AGI control. Additionally, Microsoft expands Xbox Cloud Gaming to lower-tier subscriptions and integrates AI Copilot into Samsung TVs.

5. Palantir Technologies (NYSE: PLTR)
Palantir Technologies gained mildly by 0.89%, with the trading volume of 9.02B. Palantir's trading volume reached $9.013 billion on August 28, 2025, ranking fifth among US stocks that day.

6. Apple (Nasdaq: AAPL)
Apple gained mildly by 0.90%, with the trading volume of 8.81B. warns UK regulations may endanger user privacy and hinder innovation, opposing planned mobile market reforms. The company expresses concerns over EU-style rules potentially impacting users and developers, possibly requiring technology sharing with foreign rivals.

7. Amazon (Nasdaq: AMZN)
Amazon.Com gained mildly by 1.08%, with the trading volume of 7.77B. will implement a direct verification system for children's toys from September and will extend corporate compensation and benefits to Whole Foods employees. Additionally, predicts Amazon Web Services' growth to surpass 20% in 2026 due to increased cloud technology and AI workload demand.

8. Alphabet (Nasdaq: GOOGL)
Alphabet gained mildly by 2.00%, with the trading volume of 6.81B. is undertaking major organizational changes by reducing 35% of small team supervisor positions. Separately, YouTube TV, a Google subsidiary, reached a temporary extension agreement with Fox to avert program disruptions.

9. Advanced Micro Devices (Nasdaq: AMD)
Advanced Micro Devices gained mildly by 0.87%, with the trading volume of 6.09B. plans to release the EPYC Venice processors in 2026, featuring Zen 6 architecture. AMD unveils Ryzen AI MAX+ 395 for SMART AI Hub to enhance AI interactions. AMD's original "Wraith" cooler enters EOL, transitioning some Ryzen processors to SR1 coolers from September.

10. Broadcom (Nasdaq: AVGO)
Broadcom gained mildly by 2.80%, with the trading volume of 5.81B. maintains a "buy" rating on , increasing the target price to $345, reflecting optimism in Broadcom's AI business momentum. Broadcom is set to release its latest quarterly earnings on September 4, with anticipated Q3 revenue growth of 2%.

Comments



Add a public comment...
No comments

No comments yet