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Datadog

Datadog is a cloud-native company that focuses on analyzing machine data. The firm's product portfolio, delivered via software as a service, allows a client to monitor and analyze its entire IT infrastructure. Datadog's platform can ingest and analyze large amounts of machine-generated data in real time, allowing clients to utilize it for a variety of applications throughout their businesses.

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Datadog Inc

Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) CEO Mark Zuckerberg believes smart glasses powered by artificial intelligence will become so essential that not wearing them will put users at a cognitive disadvantage—similar to living with poor eyesight and no corrective lenses.
<h2 class="wp-block-heading">Zuckerberg Bets Big On AI Glasses</h2>
Speaking during Meta's <a href="https://www.benzinga.com/markets/earnings/25/07/46739277/meta-beats-q2-earnings-estimates-issues-strong-guidance-shares-surge-to-new-highs">second-quarter 2025 earnings</a> call, Zuckerberg expressed strong conviction in the future of AI-enabled wearables, particularly Meta's Ray-Ban smart glasses and upcoming models like the Oakley Meta HSTNs.
He described them as a foundational tool for future computing.
"This product category is clearly doing quite well," he said. "It is stylish eyewear, so people like wearing them just as glasses and … the use of Meta AI in them just continues to grow."
See Also: <a href="https://www.benzinga.com/markets/tech/25/07/46747314/jim-cramer-says-zuckerberg-and-nadella-are-smarter-than-his-once-admired-goldman-sachs-my-head-is-spinning-after-meta-microsoft-earnings">Jim Cramer Says Zuckerberg And Nadella Are Smarter Than His Once Admired Goldman Sachs — &#8216;My Head Is Spinning&#8217; After Meta, Microsoft Earnings</a>
<h2 class="wp-block-heading">Meta CEO Says Smart Glasses Will Be Essential</h2>
Zuckerberg argued that smart glasses will become the "ideal form factor for AI" by allowing the system to "see what you see throughout the day, hear what you hear, talk to you" and eventually project information via built-in displays.
He compared their utility to wearing corrective lenses for vision.
"I wear contact lenses," he said. "I feel like if I didn't have my vision corrected, I'd be at a cognitive disadvantage… In the future, if you don't have glasses that have AI or some way to interact with AI, I think you're probably going to be at a pretty significant cognitive disadvantage compared to other people."
<h2 class="wp-block-heading">Ray-Ban Meta Tops Sales Charts Globally</h2>
He also noted that Meta has spent the past five to ten years investing in augmented reality and AI research, putting it years ahead in building AI-first wearable devices.
Ray-Ban Meta smart glasses, launched in 2023, have reportedly sold millions of units. By October 2024, reports indicated that the smart glasses had become the <a href="https://www.benzinga.com/news/24/10/41458752/metas-smart-glasses-dominate-ray-ban-stores-ai-features-still-missing">top-selling product in 60%</a> of Ray-Ban stores across Europe, the Middle East and Africa.
<h2 class="wp-block-heading">Meta Buys Stake In EssilorLuxottica</h2>
Earlier this month, it was reported that Meta has <a href="https://www.benzinga.com/markets/tech/25/07/46311405/mark-zuckerberg-led-meta-acquires-nearly-3-of-ray-ban-oakley-parent-essilorluxottica-in-3-5-billion-deal-report">acquired nearly a 3% stak</a>e in eyewear giant EssilorLuxottica, valued at around €3 billion ($3.52 billion). The move aligns with Meta&#8217;s expanding ambitions in wearable technology, and the company may increase its stake to up to 5% in the future.
<h2 class="wp-block-heading">Meta Q2 Earnings Beat Expectations</h2>
Meta posted second-quarter revenue of $47.52 billion, surpassing <a href="https://www.benzinga.com/quote/META/earnings">analyst expectations</a> of $44.58 billion. The company also reported earnings of $7.14 per share for the quarter, well above the projected $5.79 per share.
Price Action: Meta shares jumped more than 11% in Thursday&#8217;s pre-market trading at the time of writing, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a>.
Benzinga&#8217;s Edge Stock Rankings indicate that META maintains strong upward momentum across short-, medium and long-term timeframes. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound'">Additional performance details are available here</a>.
<figure class="wp-block-image aligncenter size-full"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound'"><img decoding="async" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/31043654/Screenshot-2025-07-31-at-9.00.45%E2%80%AFAM-2.png" alt="" class="wp-image-1008611" /></a></figure>
Read Next:&nbsp;
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<li><a href="https://www.benzinga.com/25/05/45396297/cathie-wood-dumps-palantir-as-stock-touches-peak-prices-bails-on-soaring-flying-taxi-maker-archer-aviation" target="_blank" rel="noreferrer noopener">Cathie Wood Dumps Palantir As Stock Touches Peak Prices, Bails On Soaring Flying-Taxi Maker Archer Aviation</a></li>
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Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: Frederic Legrand &#8211; COMEO / Shutterstock.com

Tech

Mark Zuckerberg Says Not Wearing Meta Ray-Ban Like AI Glasses Will Be Similar To Having Poor Vision Without Corrective Contact Lenses

In a recent development,&nbsp;NVIDIA Corp&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) CEO and President&nbsp;Jensen Huang&nbsp;has sold a significant amount of the company&#8217;s stock.
What Happened: Between July 24 and July 28, Huang sold a total of 202,797 shares of common stock for around $39.16 million. The shares were sold at prices ranging from $172.07 to $176.37. The transactions were detailed in a Form 4 filing with the Securities and Exchange Commission.
Check out the current price of&nbsp;<a href="https://benzinga.com/quote/NVDA" target="_blank" rel="noreferrer noopener">NVDA stock here</a>.
Although Nvidia&#8217;s CEO has been selling shares this year, investors shouldn&#8217;t be alarmed. The sales are part of a pre-scheduled Rule 10b5-1 trading plan filed in March to sell up to 6 million shares. Such plans are designed to prevent insider trading and are common for executives with large stock holdings.
Even after these transactions, Huang retains ownership of over 858 million Nvidia shares through direct and indirect holdings across various trusts and partnerships. He remains the largest individual shareholder, and only a few institutions hold more shares—making the sales relatively minor in the context of his total holdings.
SEE ALSO:&nbsp;<a href="https://benzinga.com/news/topics/25/07/46717409/paramount-cancels-colbert-for-financial-reasons-only-to-spend-1-5-billion-on-south-park-streaming-rig" target="_blank" rel="noreferrer noopener">Paramount Cancels Colbert For Financial Reasons Only To Spend $1.5 Billion On South Park Streaming Rights</a>
Why It Matters: Huang&#8217;s sale of NVIDIA stock comes at a time when the company is experiencing significant growth and market dominance. On July 29, NVIDIA became the first company in history to reach a&nbsp;<a href="https://www.benzinga.com/markets/large-cap/25/07/46679419/nvidia-tops-4-3-trillion-valuation-surpassing-microsoft-by-500b-the-craziest-part-the-ai-revolution-has-barely-started">$4.3 trillion</a> valuation, surpassing Microsoft by $500 billion. This milestone was achieved amidst the ongoing AI revolution, with NVIDIA at the forefront of the industry.
Despite the recent stock sale, Huang&#8217;s confidence in NVIDIA&#8217;s future remains evident. The company&#8217;s remarkable performance and potential for further growth are underscored by Huang&#8217;s continued substantial ownership of NVIDIA shares.
Earlier in the month, on July 28, NVIDIA&#8217;s potential for <a href="https://www.benzinga.com/markets/tech/25/07/46666648/jensen-huang-2009-nvidia-vs-intel">future growth</a> was highlighted when the company&#8217;s CEO,&nbsp;Jensen Huang,&nbsp;drew parallels between NVIDIA and Intel (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), suggesting that NVIDIA could reach similar heights in the semiconductor industry.
These stock sales come at a time when tech industry leaders are offloading their shares. For instance, Jeff Bezos, founder and executive chairman of Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), sold $1.5 billion worth of<a href="https://www.benzinga.com/markets/tech/25/07/46623965/jeff-bezos-offloads-1-5-billion-in-amazon-stock-ahead-of-q2-earnings-report-plans-to-sell-more"> company stock</a> just days ahead of the e-commerce giant&#8217;s upcoming Q2 earnings report.
<figure class="wp-block-image aligncenter size-full"><img loading="lazy" decoding="async" width="455" height="197" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/31035147/image-499.png" alt="" class="wp-image-1008552" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/31035147/image-499.png 455w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/31035147/image-499-300x130.png 300w" sizes="(max-width: 455px) 100vw, 455px" /></figure>
Benzinga Edge Stock Rankings shows that Nvidia had a strong price trend over the short, medium and long term. Its momentum ranking was 88.16, whereas its value ranking was poor at 6.32; the details of other metrics are available <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">here</a>.
READ MORE: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/news/education/25/07/46701898/if-you-invested-1000-in-nvidia-stock-when-jensen-huang-got-company-logo-tattoo-heres-how-much-youd-have-today-3">If You Invested $1,000 In Nvidia Stock When Jensen Huang Got Company Logo Tattoo, Here&#8217;s How Much You&#8217;d Have Today</a></li>
</ul>
Image via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

AMZN

INTC

NVDA

Jensen Huang Sells $39 Million In Shares As NVDA Stock Soars 30% In 2025

Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) has reportedly stopped taking new orders for the Model S and the Model X in Europe amid poor sales figures in the region.
Check out the current price of <a href="https://benzinga.com/quote/tsla">TSLA stock here</a>.
What Happened: When accessing the automaker's European website, under the vehicles tab, the Model S and the Model X sections do not have an "order" link, Electrek reported <a href="https://electrek.co/2025/07/30/tesla-stops-taking-model-s-x-orders-in-europe/">on</a> Wednesday.
Tesla did not immediately respond to <a href="http://pro.benzinga.com/dashboard">Benzinga's</a> request for comment.
For other vehicles like the Model Y and Model 3, pressing the "order" button takes you to a configurator page where you can customize the vehicle to your needs, like colors, wheels, autopilot packages, and more.
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="355" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/31043027/Tesla-Model-X-and-S-Europe-1024x355.jpg" alt="" class="wp-image-1008599" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/31043027/Tesla-Model-X-and-S-Europe-1024x355.jpg 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/31043027/Tesla-Model-X-and-S-Europe-300x104.jpg 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/31043027/Tesla-Model-X-and-S-Europe-768x266.jpg 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/31043027/Tesla-Model-X-and-S-Europe-1536x532.jpg 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/31043027/Tesla-Model-X-and-S-Europe-2048x710.jpg 2048w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
Source: Tesla
Why It Matters: The news comes as Tesla has been experiencing dwindling sales in Europe, with the company recording an <a href="https://www.benzinga.com/markets/eurozone/25/07/46594863/elon-musks-tesla-loses-ground-in-europe-sales-down-23-even-as-ev-market-grows">almost 23% YoY decline</a> in sales in the region.
Tesla's sales have also been declining in the U.S. as the EV giant registered <a href="https://www.benzinga.com/markets/tech/25/07/46565871/tesla-sales-drop-21-in-california-ahead-of-q2-earnings-market-share-slips-even-as-model-y-model-3-remain-top-evs">a 21% drop in California</a>, despite the Model 3 and the Model Y being the best-selling models in the state.
Elsewhere, despite the poor performance in the second quarter, Tesla has signed <a href="https://www.benzinga.com/markets/tech/25/07/46682096/elon-musk-said-he-would-walk-the-line-personally-following-16-5-billion-samsung-deal-is-this-a-return-to-wartime-ceo-mode">multi-billion-dollar deals</a> with Korean enterprises like Samsung Electronics (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>) and LG Energy Solutions for AI chipsets and <a href="https://www.benzinga.com/markets/tech/25/07/46711313/elon-musks-tesla-lg-energy-solutions-sign-4-3-billion-battery-deal-report">energy storage options</a>, respectively.
Tesla scores well on Momentum and Quality, while offering satisfactory Growth, but poor Value. For more such insights, sign up for<a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"> Benzinga Edge Stock Rankings</a> today!
Check out more of Benzinga's Future Of Mobility coverage by<a href="https://www.benzinga.com/topic/mobility"> following this link.</a>
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/tech/25/07/46713345/gary-black-says-a-smaller-tesla-pickup-truck-would-significantly-expand-earnings-potential-calls-the-cybertruck-a-disaster">Gary Black Says A Smaller Tesla Pickup Truck Would Significantly Expand Earnings Potential, Calls The Cybertruck A ‘Disaster&#8217;</a></li>
</ul>
Photo courtesy: VTT Studio / Shutterstock.com

SSNLF

TSLA

Tesla Stops Taking Orders For Model X, Model S In Europe As Sales Decline: Report

Nikita Bier, Head of Product at Elon Musk&#8216;s social media platform X, said on Thursday that Figma Inc. &#8220;is going to be a meme stock beyond all comprehension.&#8221; The prediction comes as the design platform prepares to begin trading on the New York Stock Exchange today.
<h2 class="wp-block-heading">Key Executive Backs Design Platform&#8217;s Viral Potential</h2>
Bier, who also serves as advisor to Solana, made the statement on X as institutional investors increasingly embrace social <a href="https://www.benzinga.com/markets/penny-stocks/25/07/46681079/wall-street-is-getting-in-on-meme-stock-action-40-of-hedge-funds-now-use-social-sentiment-tools-hire-social-media-savvy-analysts">sentiment analytics for trading strategies</a>.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Figma is going to be a meme stock beyond all comprehension.
&mdash; Nikita Bier (@nikitabier) <a href="https://twitter.com/nikitabier/status/1950812870792622374?ref_src=twsrc%5Etfw">July 31, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
<h2 class="wp-block-heading">IPO Pricing Sets Stage for Market Debut</h2>
Figma priced its initial public offering at $33.00 per share on Wednesday, offering 36.9 million Class A common stock shares. The company plans to raise approximately $411 million from 12.5 million new shares, while existing stockholders will sell 24.5 million shares.
Morgan Stanley, Goldman Sachs Group Inc., Allen &amp; Company LLC and JPMorgan Chase &amp; Co. are serving as joint lead book-running managers for the offering.
See Also: <a href="https://www.benzinga.com/markets/equities/25/07/46747895/metas-210-billion-tech-stack-may-be-masking-a-harsh-truth-jim-chanos-says-12-year-depreciation-on-2-year-gpus-overstates-profits">Meta&#8217;s $210 Billion Tech Stack May Be Masking A Harsh Truth: Jim Chanos Says 12-Year Depreciation On 2-Year GPUs Overstates Profits</a>
<h2 class="wp-block-heading">Strong Fundamentals Drive Growth Trajectory</h2>
The San Francisco-based company reported revenue of $749 million for 2024, <a href="https://www.benzinga.com/markets/ipos/25/07/46212893/figma-targets-wall-street-debut-after-20-billion-adobe-deal-collapse">marking 48% year-over-year growth</a>. First quarter 2025 revenue reached $228.2 million, up 46% from the prior year period. Figma&#8217;s four-year compounded annual revenue growth rate stands at 53%.
The platform <a href="https://www.benzinga.com/markets/ipos/25/07/46212893/figma-targets-wall-street-debut-after-20-billion-adobe-deal-collapse">serves 95% of Fortune 500 companies</a> and 78% of Forbes Global 2000 firms. Major clients include Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) and Salesforce Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>). Net Dollar Retention Rate was 134% at the end of 2024.
<h2 class="wp-block-heading">Wall Street Embraces Meme Stock Analytics</h2>
Bier&#8217;s prediction aligns with a broader Wall Street trend. Research <a href="https://www.benzinga.com/markets/penny-stocks/25/07/46681079/wall-street-is-getting-in-on-meme-stock-action-40-of-hedge-funds-now-use-social-sentiment-tools-hire-social-media-savvy-analysts">shows 40% of hedge funds</a> now use social sentiment analytics for trading strategies in 2025, compared to 10% three years ago.
Recent <a href="https://www.benzinga.com/markets/penny-stocks/25/07/46681079/wall-street-is-getting-in-on-meme-stock-action-40-of-hedge-funds-now-use-social-sentiment-tools-hire-social-media-savvy-analysts">meme stock rallies have driven</a> Opendoor Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/OPEN#NASDAQ">OPEN</a>) up 314% in the past month, while Kohl&#8217;s Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KSS#NYSE">KSS</a>) gained 51% and Krispy Kreme Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DNUT#NASDAQ">DNUT</a>) rose 41%.
Figma&#8217;s IPO follows the collapse of a $20 billion acquisition by Adobe Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ADBE#NASDAQ">ADBE</a>) due to regulatory concerns. The company&#8217;s most recent private valuation <a href="https://www.benzinga.com/markets/ipos/25/07/46212893/figma-targets-wall-street-debut-after-20-billion-adobe-deal-collapse">reached $12.5 billion during a 2024 secondary share sale</a>.
Read Next:
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<li><a href="https://www.benzinga.com/markets/equities/25/07/46745342/samsungs-chip-profits-crash-94-ai-demand-tesla-deal-hbm3e-ramp-offer-hope-for-2h-comeback-as-trump-hits-south-korea-with-15-tariff" target="_blank" rel="noreferrer noopener">Samsung's Chip Profits Crash 94% — AI Demand, Tesla Deal, HBM3E Ramp Offer Hope For 2H Comeback As Trump Hits South Korea With 15% Tariff</a></li>
</ul>
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: M.oo / Shutterstock.com

Equities

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ADBE

DNUT

GOOG

GOOGL

MSFT

OPEN

Figma Could Become A 'Meme Stock Beyond All Comprehension,' Warns Elon Musk's X Product Head Nikita Bier

During an episode of The Ramsey Show, a woman sought advice from financial expert Dave Ramsey on how to deal with her mother&#8217;s financial situation and her siblings&#8217; irresponsible behavior.
What Happened: On the July 18 episode of The Ramsey Show, a woman named Katie shared her family&#8217;s financial situation. Her mother, who was widowed in 2013, was left with a significant amount of debt after her father&#8217;s passing.
Despite having around $100,000 left from selling her home and receiving $2,000 in Social Security, Katie's mother has been quietly supporting another daughter who refuses to work more than two days a week to retain government aid.
&#8220;We feel, my husband and I feel that we are supporting her financially and finding out that we have siblings who are taking advantage of her financially,&#8221; the woman said.
Ramsey didn't hold back, calling the dependent sibling a "parasite" and warning Katie that her mother's financial missteps would soon fall on her.
She's going to burn through that $100,000 supporting the parasites, he said. "Then you&#8217;re going to be stuck with a mom in the house, and you&#8217;re going to be caring for your mom, and she&#8217;s going to have social security checks off.&#8221;
 "Enabling always harms the recipient," Ramsey said.
Dave Ramsey advised that, for the sake of your peace of mind, you'll likely need to take two key steps. First, accept the reality of the situation and make peace with it.
Second, have a clear, calm, and direct conversation with your mother about her behavior and firmly tell her it needs to stop.
See Also: <a href="https://benzinga.com/news/topics/25/07/46717409/paramount-cancels-colbert-for-financial-reasons-only-to-spend-1-5-billion-on-south-park-streaming-rig" target="_blank" rel="noopener">Paramount Cancels Colbert For Financial Reasons, Only To Spend $1.5 Billion On South Park Streaming Rights</a>
Why It Matters: This is not the first time The Ramsey Show has addressed complex family financial situations. In a recent episode, a <a href="https://www.benzinga.com/personal-finance/financial-advisors/25/07/46678746/dave-ramsey-explodes-over-womans-plan-to-hide-1-million-debt-with-fake-house-deal">caller sought advice</a> on a real estate plan involving her husband&#8217;s family and a $1 million debt. 
In another episode, a woman discovered <a href="https://www.benzinga.com/personal-finance/financial-advisors/25/07/46712325/north-carolina-woman-discovers-boyfriends-80000-secret-debt-after-10-years-the-ramsey-show-urges-her-to-walk-away">her boyfriend&#8217;s $80,000 secret debt</a> after a decade-long relationship and turned to The Ramsey Show for urgent advice.
Earlier in the show, a <a href="https://www.benzinga.com/personal-finance/management/25/06/45779656/a-couple-followed-dave-ramsey-and-got-out-of-debt-then-they-took-a-hard-turn-and-ended-up-46000-in-the-red-on-13-credit-cards">couple who had once been debt-free</a> shared how they still ended up accumulating $46,000 in credit card debt, even after following Ramsey's financial principles.
<figure class="wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio"> 
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<iframe loading="lazy" title="My Sister Is A Financial Parasite, and My Mom Enables Her (We Financially Support My Mom)" width="500" height="281" src="https://www.youtube.com/embed/wp0y0s0N7Y0?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
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Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: Shutterstock

Personal Finance

Dave Ramsey Slams 'Parasite' Sister As Woman Reveals Financial Nightmare: Mother Burns Through Nest Egg To Support Jobless Daughter

Patient Baseline and Actual Treatment Situation The interim study collected information on 178 people living with early AD from nine US medical centers using a standardized case report format. The disease stage of the patients at baseline was mild cognitive impairment (MCI) due to AD in 57.6% and mild AD in 42.4%. The average age of the patients was 74.2 (±6.6) years, and the ratio of men to women was 44.6 to 55.4.
The mean duration of lecanemab treatment was 375.4 days (± 182.8 days). The mean time from diagnosis to first treatment was 224.2 days (± 295.4 days) and the mean number of lecanemab treatments was 24.8 (± 11.5). At the time of case reporting, 87.4% of patients (152 patients) were continuing treatment with lecanemab. Adverse events leading to discontinuation of treatment included ARIA-E (ARIA-edema/exudation) in two patients (1.1%), ARIA-H (ARIA-cerebral microbleeds, cerebral hemorrhage and superficial hemosiderin deposition) in two patients (1.1%), and concomitant ARIA-E and ARIA-H in one patient (0.6%). Three patients (1.7%) discontinued due to adverse events other than ARIA. In addition, 11 patients (6.3%) reported discontinuing the treatment for personal reasons or at the discretion of their doctor or the individual.
In this study, 83.6% of patients either remained at the same clinical stage or improved from mild dementia to MCI (stable: 76.9%, improvement: 6.7%). Additionally, at time of interim data cut, 86.7% of patients who had received 40 or more doses over 18 months remained stable or showed clinical improvement (stable: 66.7%, improvement: 20.0%:).
Of the 178 patients, ARIA was observed in 23 (12.9%). 14 (7.9%) were observed to have ARIA-E, of which 12 (6.7%) were asymptomatic. ARIA-H was present in 11 patients (6.2%), all of whom were asymptomatic. Infusion reactions were observed in four patients (2.2%). Additionally, no serious bleeding events or deaths were reported.
Impact of APOE4 Status Of the 178 patients in this study, 12 were excluded with unknown status. Among the remaining 166 patients, 30 (18.1%) were APOE ε4 homozygotes, 84 (49.4%) were heterozygotes, 54 (32.5%) were non-carriers. Generally, the proportion of homozygotes among people with AD is thought to be 15% or more.
The incidence of ARIA was 20.0%, 9.8% and 14.8% in homozygous carriers, heterozygous carriers and non-carriers, respectively (45.0%, 19.0% and 13.0% respectively in the Phase 3 Clarity AD 18-month core study). The incidence rate of ARIA-E and ARIA-H were 13.3% and 10.0%, respectively (32.6% and 39.0% in the Clarity AD core study), which is within the FDA-approved label range. The majority of ARIA cases (0.13%) were asymptomatic. The incidence of adverse events leading to discontinuation was 16.7% in homozygous carriers, 2.4% in heterozygous carriers and 5.6% in non-carriers.
73.3% of homozygote patients' clinical stage remained stable or improved (stable: 66.6%, improved: 6.7%), 88.0% of heterozygotes patients' clinical stage remained stable or improved (stable: 83.0%, improved: 4.9%) and 85.2% of non-carrier patients' clinical stage remained stable or improved (stable: 75.9%, improved: 9.3%).
Utilization of Blood-Based Biomarkers (BBMs) BBMs are being developed in AD to identify brain Aβ pathology and are intended for use in prescreening (triage) and confirmatory diagnosis. Of the 178 patients in this study, 49 patients (27.5%) were diagnosed using BBMs. In some of these cases (11 patients, 6.1%), it was also used for confirmatory diagnosis. Data collected from clinical practices showed the volume of tests doubling every 4 to 8 months, with BBMs using p-tau217 growing most rapidly.
Satisfaction with Lecanemab Treatment The results of a physician, patient and care partner lecanemab satisfaction survey was presented. The survey was based on questionnaires and interviews with nine U.S. physicians and evaluated treatment from multiple perspectives, including efficacy, safety and quality of life (QOL).
In the physicians' evaluation, the average satisfaction level for the treatment efficacy and safety (out of 10) was 8.7. The scoring criteria included: cognition 8.1, daily function 8.1, behavioral/neuropsychiatric symptoms 7.9 and QOL 8.0. The satisfaction level of the patients as assessed by physicians was 8.8, and that of the care partners was 8.2. These results highlight the favorable evaluation of lecanemab's efficacy and safety in real-world clinical practice and reinforce its therapeutic value.

Biotech

Large Cap

Health Care

General

BIIB

Wednesday, Eisai And Biogen Presented Two-year Real-world Study In The U.S Of Lecanemab (Leqebmi) At The Alzheimer's Association International Conference

Lam Research Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NASDAQ">LRCX</a>) is trending on Thursday, following the announcement of its second-quarter financial report.
Check out how <a href="https://www.benzinga.com/quote/LRCX">LRCX stock is trading here</a>.
What Happened: Lam Research witnessed a 5.55% drop to $93.59 during pre-market trading on Thursday. This occurred despite the company&#8217;s strong financial performance in the second quarter.
The California-based semiconductor manufacturing company had announced its financial results on Wednesday for the quarter, which ended on June 29.
Lam Research reported $5.17 billion in revenue, with a GAAP gross margin of 50.1% and an operating margin of 33.7%.
See Also: <a href="https://benzinga.com/markets/macro-economic-events/25/07/46745168/trump-leaves-good-friend-india-in-the-cold-strikes-trade-deal-with-arch-rival-pakis">Trump Leaves &#8216;Good Friend&#8217; India In The Cold, Strikes Trade Deal With Arch Rival Pakistan Over &#8216;Massive Oil Reserves&#8217;</a>
&#8220;Lam delivered another solid quarter, highlighted by strong gross margins and record EPS,&#8221; said Tim Archer, President and Chief Executive Officer, Lam Research.
Why It Matters: Despite Lam Research's solid second-quarter performance, shares may be slipping due to a cautious third-quarter outlook. The company expects flat revenue around $5.2 billion and earnings per share of just $1.20, with little sequential growth.&nbsp;
Margins are also expected to remain steady, with Lam forecasting gross and operating margins close to recent levels, showing little change from the previous quarter.
Price Action: According to the&nbsp; <a href="https://www.benzinga.com/quote/LRCX">Benzinga Pro</a> data, after gaining 0.15%, Lam's stock closed at $99.09 during regular trading hours on Wednesday. The stock's trading range has been between $56.32 and $102.59 over the past year.
With a strong Momentum in the 79th percentile, Benzinga&#8217;s Edge Stock Rankings indicate that LRCX has a positive trend across all time frames. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">Know how</a> its momentum lines up with the other semiconductor manufacturers.
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img loading="lazy" decoding="async" width="866" height="151" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/31040948/Screenshot-2025-07-31-133933.png" alt="" class="wp-image-1008564" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/31040948/Screenshot-2025-07-31-133933.png 866w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/31040948/Screenshot-2025-07-31-133933-300x52.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/31040948/Screenshot-2025-07-31-133933-768x134.png 768w" sizes="(max-width: 866px) 100vw, 866px" /></a></figure>
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Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
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LRCX

Lam Research Stock Dips Over 5% In Premarket Trading: What's Happening?

Earnings

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Earnings Scheduled For July 31, 2025

Former House Speaker, Rep.&nbsp;Nancy Pelosi&nbsp;(D-Calif.), voiced her support for legislation to ban Congressional stock trading, which was up until recently named after her, called the PELOSI Act. 
What Happened: In a statement on Wednesday, Pelosi came out in support of the bill, now called &#8220;The HONEST Act,&#8221; saying that &#8220;If legislation is advanced to help restore trust in government and ensure that those in power are held to the highest ethical standards, then I am proud to support it,&#8221; according <a href="https://thehill.com/homenews/house/5428773-pelosi-endorses-stock-trading-ban/">to</a> The Hill.
See Also: <a href="https://www.benzinga.com/news/politics/25/07/46620387/marjorie-taylor-greene-increases-these-2-stocks-in-portfolio-including-this-ai-name-up-over-100-ytd">Marjorie Taylor Greene Increases These 2 Stocks In Portfolio, Including This AI Name Up Over 100% YTD</a>
She further adds that she will come out in support of the bill, &#8220;no matter what they decide to name,&#8221; referring to the fact that the legislation was dubbed the PELOSI Act, up until recently, which stood for Preventing Elected Leaders from Owning Securities and Investments.
This was a jab at Pelosi&#8217;s husband, venture capitalist Paul Pelosi, and his high-profile stock trades, which have led to <a href="https://www.benzinga.com/news/politics/25/06/46043373/nancy-pelosis-portfolio-crushed-wall-street-hedge-funds-with-jaw-dropping-returns-last-year">a significant increase</a> in their combined net worth over the years. 
The name of the proposal introduced by Sen. Josh Hawley (R-Mo.) was changed after it became a bipartisan effort, with Hawley working with Democrats to include not just lawmakers, but also Presidents and Vice Presidents. 
Pelosi said in her statement that she appreciates the creativity of her Republican colleagues in drafting legislative acronyms, while adding that she welcomes &#8220;any serious effort to raise ethical standards in public service.&#8221; 
Why It Matters: The combined net worth of the Pelosis is estimated at $413 million, up from a possible $370 million in 2024, with a significant portion of their wealth coming from a substantial stock portfolio and <a href="https://www.benzinga.com/news/politics/25/06/46043373/nancy-pelosis-portfolio-crushed-wall-street-hedge-funds-with-jaw-dropping-returns-last-year">well-timed trades</a>, according to the New York Post.
A prominent example of the couple&#8217;s stock trade involves the sale of 5,000 shares in Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) shortly before the Federal Trade Commission (FTC) announced an antitrust investigation into the company. 
It&#8217;s been reported that Pelosi's&nbsp;portfolio gained 65% in 2023 and&nbsp;<a href="https://benzinga.com/news/25/01/42882348/nancy-pelosi-outperformed-nearly-every-hedge-fund-in-2024-even-beating-the-infamous-inverse-cramer-stock-tracker" target="_blank" rel="noreferrer noopener">54% in 2024</a>, leaving several leading hedge fund performances in the dust. 
Besides her, however, several other active traders in Congress have delivered next-level returns over the years, ranging from <a href="https://benzinga.com/25/01/42860759/10-best-stock-traders-in-congress-in-2024-where-do-nancy-pelosi-pete-sessions-susan-collins-marjorie-taylor-greene-rank">70% to 149%</a>, amid growing calls for a ban.
Read More: 
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<li><a href="https://www.benzinga.com/markets/equities/25/07/46626116/this-republican-lawmaker-sold-shares-in-centene-days-before-advancing-trumps-big-beautiful-bill-with-medicaid-cuts-report">This Republican Lawmaker Sold Shares In Centene Days Before Advancing Trump&#8217;s &#8216;Big, Beautiful Bill&#8217; With Medicaid Cuts: Report</a></li>
</ul>
Photo courtesy: Shutterstock

Politics

Nancy Pelosi Backs Proposal To Ban 'Congressional Stock Trading' Named After Her — 'Proud To Support It, No Matter What They Decide To Name It'

The offering consists of 12,472,657 shares of Class A common stock offered by Figma and 24,464,423 shares of Class A common stock offered by certain of Figma's existing stockholders. In addition, certain of the selling stockholders have granted the underwriters a 30-day option to purchase up to an additional 5,540,561 shares of Class A common stock to cover over-allotments at the initial public offering price, less underwriting discounts and commissions. Figma will not receive any proceeds from the sale of shares by the selling stockholders.

IPOs

Reported Earlier, Figma Prices Initial Public Offering Of 36,937,080 Class A Common Shares At $33 Per Share

<ul>
<li>Clinical trials of lecanemab SC were conducted as a sub-study of the open-label extension (OLE) following the core Phase 3 Clarity AD study in individuals with early AD, to evaluate a range of doses administered by SC vial or autoinjector. Eisai has developed a SC-AI for maintenance therapy at a dose of 360 mg weekly and a500 mg SC-AI is being developed for initiation dosing. Similar Impact on Clinical Outcomes and Biomarkers with IV and SC Dosing The pharmacology (PK/PD), clinical (efficacy endpoints such as CDR-SB) and biomarker (amyloid PET and blood biomarkers) relationships established with extensive clinical data supported the FDA approval of IV maintenance therapy after the initial 18 months of treatment and support the investigational SC maintenance dose option. - Data supports that transitioning to a weekly 360 mg SC AI dose of lecanemab after 18 months of initiation dose (10 mg/kg IV biweekly) maintains clinical and biomarker benefits comparable to continued biweekly IV dosing. - Clinical and biomarker responses at 48 months with monthly IV maintenance dosing are similar to the responses with ongoing biweekly dosing whether patients are amyloid positive (&gt;30 CL) or negative (&lt;30 CL) at 18 months. - Data shows the 500 mg SC AI has equivalent exposure as the initial treatment regimen of 10mg/kg IV biweekly up to 18 months for amyloid removal, efficacy, and ARIA-E. Safety Matters The safety profile of 360 mg weekly SC maintenance dosing was shown to be consistent with that of IV maintenance therapy, with &lt;1% systemic injection/infusion reactions. Across all SC doses, the rate of systemic injection/infusion reactions is 1% compared to 26% with IV. The 360 mg SC maintenance dose was initiated after 18 months of IV treatment, beyond the high-risk period for ARIA. There were 0 cases of ARIA-E observed out of 49 treated with 360 mg SC weekly maintenance for a mean of 6 months. Study Participants Successfully Administered SC-AI and Found it Easy to Use To optimize the safe and effective use of SC autoinjector (SC-AI), additional studies were conducted, including a human factors (HF) study and a tolerability assessment of the device. The HF Study involved 110 participants (63 early AD patients, 32 care partners, and 15 healthcare professionals: HCPs) to assess the appropriate administration of lecanemab SC-AI. Overall, 95% (104/110) of participants successfully administered the maintenance dose. The Autoinjector Device Acceptability Study involved 126 participants (25 early AD patients, 50 care partners, and 51 HCPs), to evaluate the device's ease of use, convenience and feasibility of administration. As an interim outcome, over 95% of participants reported that the SC-AI is easy to administer. They were highly satisfied with it and had no concerns about administration, even at home. Furthermore, all patients responded that they welcomed the introduction of SC-AI. These studies and evaluations of lecanemab SC-AI have demonstrated that the investigational SC-AI offers efficacy and safety comparable to IV administration with the potential to reduce the incidence of infusion site adverse events. From the perspective of patients and care partners, benefits included the ability to use the device at home, shortening treatment time, and to continue treatment without having to worry about visiting an infusion center. From the perspective of HCPs, they reported that the device has the potential to provide a new option for patients who are benefiting from lecanemab to continue the treatment. The SC formulation has the potential to reduce medical preparation and administration time related to IV therapy. These factors suggest that the SC AI may play an important role in continuing treatment for early AD.</li>
</ul>

Wednesday, Eisai And Biogen Presented Results On Investigational Maintenance Therapy With 360 mg Subcutaneous Autoinjector Of Lecanemab For Early Alzheimer's Disease

ARIS

Reported Earlier, Aris Water To Continue Providing Full-Cycle Water Infrastructure Services To ConocoPhillips Through 2040 Under Extended Agreement

Endeavour Mining (TSX:<a class="ticker" href="https://www.benzinga.com/stock/EDV#TSX">EDV</a>) reported quarterly earnings of $0.74 per share which missed the analyst consensus estimate of $0.82 by 9.76 percent. This is a 7300 percent increase over earnings of $0.01 per share from the same period last year. The company reported quarterly sales of $1.008 billion which missed the analyst consensus estimate of $1.322 billion by 23.76 percent. This is a 81.03 percent increase over sales of $556.800 million the same period last year.

Earnings Misses

TSX:EDV

Endeavour Mining Q2 Adj. EPS $0.74 Misses $0.82 Estimate, Sales $1.008B Miss $1.322B Estimate

Reported Earlier, Grupo Aeroportuario del Sureste To Acquire Unibail-Rodamco-Westfield's US Airport Retail Business For $295M

A video has emerged online that shows two Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) Waymo robotaxis crashing into each other in Phoenix, Arizona.
Check out the current price of <a href="https://www.benzinga.com/quote/GOOGL">GOOGL stock here</a>.
What Happened: The video, which surfaced on social media platforms on Wednesday, showcased two Waymo robotaxis at a halt after the crash.
"Waymo's just crashed, here at the Phoenix airport," the person shooting the footage says. Both the Waymos were registered in Arizona.
<figure class="wp-block-embed is-type-rich is-provider-reddit wp-block-embed-reddit"> 
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<blockquote class="reddit-embed-bq" style="height:500px" ><a href="https://www.reddit.com/r/SelfDrivingCars/comments/1mdl5zn/two_waymo_cars_collided_in_phoenix_today/">Two Waymo cars collided in Phoenix today</a> by<a href="https://www.reddit.com/user/HIGH_PRESSURE_TOILET/">u/HIGH_PRESSURE_TOILET</a> in<a href="https://www.reddit.com/r/SelfDrivingCars/">SelfDrivingCars</a></blockquote>
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Why It Matters: The news comes as autonomous driving in the U.S. is gathering steam, with Morgan Stanley releasing a report that states the sector could be worth <a href="https://www.benzinga.com/markets/tech/25/07/46680128/self-driving-cars-could-be-200-billion-market-by-2030-says-morgan-stanley">$200 billion by the year 2030</a>.
The news of the crash also comes as Tesla CEO Elon Musk had taken <a href="https://www.benzinga.com/markets/tech/25/07/46654625/elon-musk-reacts-sarcastically-about-lidar-as-waymo-attempts-head-on-collision-blocks-traffic-what-do-i-know-about-technology">a sarcastic jibe</a> at Waymo and LiDAR technology after a video had emerged of a Waymo vehicle purportedly almost driving into another car on the road.
Elsewhere, Tesla has reportedly rolled out its Robotaxi operations in <a href="https://www.benzinga.com/markets/tech/25/07/46747282/teslas-robotaxi-is-now-live-in-the-san-francisco-bay-area-serves-a-larger-area-compared-to-waymo">the San Francisco Bay Area</a>, with its serviceable area being larger than what Waymo currently operates in.
However, there could also be increased scrutiny from the government, with President Donald Trump's nominee for the NHTSA administrator role, Jonathan Morrison, having called for<a href="https://www.benzinga.com/markets/tech/25/07/46434613/elon-musks-tesla-could-face-stricter-oversight-as-trumps-nhtsa-pick-targets-autonomous-driving-cannot-sit-back"> tougher oversight</a> on autonomous vehicles.
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="216" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/31030134/GOOGL-JUL-31-2025-1024x216.jpg" alt="" class="wp-image-1008460" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/31030134/GOOGL-JUL-31-2025-1024x216.jpg 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/31030134/GOOGL-JUL-31-2025-300x63.jpg 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/31030134/GOOGL-JUL-31-2025-768x162.jpg 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/31030134/GOOGL-JUL-31-2025-1536x324.jpg 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/31030134/GOOGL-JUL-31-2025.jpg 1551w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
Alphabet scores well on Growth and Quality metrics and offers satisfactory Growth and Value. For more such insights, sign up for<a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"> Benzinga Edge Stock Rankings</a> today!
Check out more of Benzinga's Future Of Mobility coverage by<a href="https://www.benzinga.com/topic/mobility"> following this link.</a>
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Photo courtesy: Shutterstock

Waymo Cars Involved In Collision At Phoenix Airport, Video Surfaces Online

Reported Earlier, NorthWestern Energy Signs LOI To Serve Quantica's Montana Data Center With Up To 1GW Power Load

GORO

Reported Earlier, Gold Resource Reports High-Grade Drill Intercepts And Operational Advancements At Don David Gold Mine In H1 2025

Venture capitalist Chamath Palihapitiya highlighted energy constraints as the primary barrier to artificial intelligence expansion, responding to concerns about Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) facing infrastructure bottlenecks despite massive capital expenditure plans.
<h2 class="wp-block-heading">Energy Emerges as AI&#8217;s Greatest Challenge</h2>
Palihapitiya wrote on X Wednesday that &#8220;Energy is the big bottle neck for AI,&#8221; outlining systemic constraints facing the industry. The venture capitalist detailed how physical and software AI require fundamental recipe changes beyond ingredient modifications.
&#8220;We need infinite and marginally costless energy,&#8221; Palihapitiya stated, emphasizing solar plus storage as the only viable near-term solution given 12-17 month deployment timelines.
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Energy is the big bottle neck for AI. In both physical and software AI, it's not just that the ingredients need to change but the entire recipe does as well: 1) we need infinite and marginally costless energy. This will mean an ensemble of energy sources working together that… <a href="https://t.co/ODtvNYyQwr">https://t.co/ODtvNYyQwr</a>
&mdash; Chamath Palihapitiya (@chamath) <a href="https://twitter.com/chamath/status/1950673622059667764?ref_src=twsrc%5Etfw">July 30, 2025</a></blockquote>
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See Also: <a href="https://www.benzinga.com/markets/equities/25/07/46745342/samsungs-chip-profits-crash-94-ai-demand-tesla-deal-hbm3e-ramp-offer-hope-for-2h-comeback-as-trump-hits-south-korea-with-15-tariff">Samsung&#8217;s Chip Profits Crash 94% — AI Demand, Tesla Deal, HBM3E Ramp Offer Hope For 2H Comeback As Trump Hits South Korea With 15% Tariff</a>
<h2 class="wp-block-heading">Meta&#8217;s Infrastructure Financing Strategy</h2>
Meta CFO Susan Li revealed the company may seek <a href="https://www.benzinga.com/markets/tech/25/07/46745285/meta-cfo-susan-li-says-company-may-tap-external-financing-for-2026-ai-infrastructure-as-capex-heads-toward-100-billion">external financing for 2026 AI infrastructure</a> as capital expenditures approach $100 billion. During the second quarter of 2025 earnings, Li said Meta is &#8220;exploring ways to work with financial partners to co-develop data centers.&#8221;
The company posted $47.52 billion in the second-quarter revenue, beating analyst expectations of $44.58 billion. Capital expenditures reached $17.01 billion with full-year guidance of $66-72 billion.
<h2 class="wp-block-heading">Industry-Wide Infrastructure Race Intensifies</h2>
New Era Funds Chief Investment Officer Rihard Jarc highlighted that even with $100-150 billion budgets, companies cannot spend due to equipment constraints. &#8220;Schneider Electric is completely booked until 2030,&#8221; Jarc wrote, highlighting supply chain bottlenecks.
Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) projected $30 billion in first-quarter capex, while Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) raised 2025 spending to $85 billion.
<h2 class="wp-block-heading">Power Demand Projections Signal Crisis</h2>
Goldman Sachs projects global data center <a href="https://www.benzinga.com/markets/tech/25/07/46745285/meta-cfo-susan-li-says-company-may-tap-external-financing-for-2026-ai-infrastructure-as-capex-heads-toward-100-billion">demand growing 50% by 2027</a>, from 62 GW to 92 GW. AI workloads will account for 28% of usage by then.
By 2030, data center power demand could climb 165%, making the sector among the world&#8217;s top 10 electricity consumers. 
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</ul>
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: Shutterstock

PLTR

Chamath Palihapitiya Weighs In On Meta's AI Ambitions As Energy Bottlenecks Emerge As The True Limiter

Reported Earlier, Ashford Hospitality Trust Extends Highland Loan Secured By 18 Hotels To January 2026, With Option Through July

Qualcomm Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>) is emerging as the dominant force in the rapidly expanding smart glasses market, powering designs for major players including Meta, Oakley, Ray-Ban, and Xiaomi.
Check out the stock <a href="https://www.benzinga.com/quote/QCOM">price of QCOM over here</a>.
What Happened: This strong position has led Ray Wang, Research Director for Semiconductors at Futurum Group, to declare Qualcomm the &#8220;biggest beneficiary&#8221; for AI/smart glasses, asserting that their technology is the &#8220;best one for now.&#8221;
This strategic focus on next-generation personal AI devices, coupled with robust <a href="https://www.benzinga.com/markets/earnings/25/07/46737581/qualcomm-q3-earnings-double-beat-auto-revenue-hits-record">third-quarter 2025 earnings</a>, underscores Qualcomm&#8217;s successful diversification beyond traditional mobile chipsets. 
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">I wrote a note somewhere else long before. <a href="https://twitter.com/search?q=%24QCOM&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$QCOM</a> could be the biggest beneficiary of AI/smart glasses. This comment should give you glimpse of that. Of course, some firms might use their own SoC, but not every company would do that. Best one for now is still <a href="https://twitter.com/search?q=%24QCOM&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$QCOM</a>. <a href="https://t.co/08mQvkIUZl">pic.twitter.com/08mQvkIUZl</a>
&mdash; Ray Wang (@rwang07) <a href="https://twitter.com/rwang07/status/1950713516618313911?ref_src=twsrc%5Etfw">July 31, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
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While overall performance was strong, a key highlight from the earnings call transcript was the significant traction in the XR (Extended Reality) segment. Qualcomm&#8217;s Snapdragon platform is the preferred choice for smart glasses and mixed reality devices, boasting 19 designs from global partners.
The demand for Meta Platforms Inc.&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) AI smart glasses, in particular, has exceeded expectations, leading to an expanded portfolio with new Meta Oakley and Ray-Ban styles, all powered by Qualcomm&#8217;s Snapdragon AR1 Gen 1 platform. Xiaomi&#8217;s new AI glasses, also running on Snapdragon, have been well-received.
CEO Cristiano Amon emphasized the accelerated advancement of AI and generative AI, noting its role in redefining the mobile industry and fostering the emergence of new personal AI devices like smart watches, earbuds, and smart glasses.
These devices, he stated, are evolving independently of smartphones to provide unique personalized AI and agentic use cases, leveraging Snapdragon&#8217;s connectivity, power efficiency, and advanced sensing capabilities.
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Why It Matters: Beyond smart glasses, Qualcomm&#8217;s diversification is evident in its strong Automotive and IoT segments, which saw year-over-year revenue increases of 21% and 24% respectively, in the third quarter. The company is targeting $22 billion in combined revenues from these sectors by 2029, reinforcing its long-term growth trajectory.
Furthermore, Qualcomm is making a significant push into the data center market, including the <a href="https://www.benzinga.com/m-a/25/06/45832102/qualcomm-bets-2-4-billion-on-alphawave-to-power-ai-data-centers">acquisition of AlphaWave IP</a> and ongoing advanced discussions with a leading hyperscaler, with projected revenues in this new area commencing in fiscal 2028. 
The chipmaker reported better-than-expected <a href="https://www.benzinga.com/markets/earnings/25/07/46737581/qualcomm-q3-earnings-double-beat-auto-revenue-hits-record">third-quarter</a> revenue of $10.365 billion, up 10% year-over-year, beating the street consensus estimate of $10.333 billion. The earnings per share of $2.77 beat a consensus estimate of $2.71. 
However, its stock fell as the phone-related sales rose 7% to $6.33 billion, lower than the analyst estimate of $6.48 billion, according <a href="https://news.bloombergtax.com/international-trade/qualcomm-gives-upbeat-sales-outlook-in-positive-sign-for-phones">to</a> Bloomberg.
Price Action: QCOM shares slid 5.00% in after-hours on Wednesday. The stock was up 3.53% year-to-date and down 12.10% over the past year.
Benzinga's Edge Stock Rankings indicate that QCOM maintains a weak momentum across the short, medium, and long term. However, the stock scores well on quality rankings. Additional performance details are available here.
<figure class="wp-block-image size-large"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-3/#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img loading="lazy" decoding="async" width="1024" height="157" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/31032435/QCOM-EDGE-1024x157.png" alt="" class="wp-image-1008502" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/31032435/QCOM-EDGE-1024x157.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/31032435/QCOM-EDGE-300x46.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/31032435/QCOM-EDGE-768x118.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/31032435/QCOM-EDGE.png 1281w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
The&nbsp;SPDR S&amp;P 500 ETF Trust&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>)&nbsp;and&nbsp;Invesco QQQ Trust ETF&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>), which track the S&amp;P 500 index and Nasdaq 100 index, respectively, ended on a mixed note on Wednesday. The SPY was down 0.13% at $634.46, while the QQQ advanced 0.13% to $568.02, according to&nbsp;<a href="https://pro.benzinga.com/dashboard" target="_blank" rel="noreferrer noopener">Benzinga Pro</a>&nbsp;data.
On Thursday, the futures of the Dow Jones, S&amp;P 500, and Nasdaq 100 indices were trading higher.
Read Next:
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</ul>
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo by Michael Vi via Shutterstock

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Qualcomm Is 'Biggest Beneficiary' For Smart Glasses—Powering Designs For Meta, Oakley, Ray-Ban: 'Best One For Now,' Says Expert

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