NVIDIA (NVDA) Hits Record High; Tesla (TSLA) Faces Robotaxi Setbacks

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Jun 26, 2025

NVIDIA (NVDA) saw its stock rise by 0.46%, reaching a new all-time high with a trading volume of $305.93 billion and a market cap of $3.78 trillion. The company's DGX Cloud service, launched two years ago, is rapidly expanding, with UBS analysts forecasting annual revenue exceeding $10 billion. NVIDIA has also invested in emerging cloud computing firms like CoreWeave and Lambda. CEO Jensen Huang predicts that robotics, particularly humanoid robots, will become a major growth driver for NVIDIA, alongside AI.

Tesla (TSLA) experienced a 0.54% decline in stock value with a trading volume of $261.25 billion. The debut of Tesla's Robotaxi service in Austin, Texas, exposed several technical issues, including lane misjudgments and abrupt stops, casting doubts on Tesla's autonomous driving strategy.

Amazon (AMZN) rose 2.42%, trading at $108.32 billion. Reports suggest that founder Jeff Bezos is strengthening ties with President Trump, seeking more government contracts for his space venture, Blue Origin, which competes with SpaceX.

Microsoft (MSFT) increased by 1.05%, trading at $106.54 billion, as it launched an AI-focused innovation lab at the University of Wisconsin-Milwaukee.

Coinbase Global (COIN) surged 5.54% with plans to introduce US Perpetual-Style Futures products in 2025, offering regulated crypto derivatives to US traders.

Disclosures

I/We may personally own shares in some of the companies mentioned above. However, those positions are not material to either the company or to my/our portfolios.