La catena delle opzioni mostra i dati chiave delle opzioni azionarie di Alphabet a vari prezzi di esercizio e date di scadenza. I trader utilizzano queste informazioni per analizzare potenziali operazioni e valutare il sentiment del mercato per Alphabet..

Alphabet (NASDAQ:GOOG) Azioni, Catena delle Opzioni

Alphabet

Alphabet is a holding company that wholly owns internet giant Google. The California-based company derives slightly less than 90% of its revenue from Google services, the vast majority of which is advertising sales. Alongside online ads, Google services houses sales stemming from Google's subscription services (YouTube TV, YouTube Music among others), platforms (sales and in-app purchases on Play Store), and devices (Chromebooks, Pixel smartphones, and smart home products such as Chromecast). Google's cloud computing platform, or GCP, accounts for roughly 10% of Alphabet's revenue with the firm's investments in up-and-coming technologies such as self-driving cars (Waymo), health (Verily), and internet access (Google Fiber) making up the rest.

Nvidia

Equities

News

Markets

Tech

AAPL

CRWV

GOOG

GOOGL

MSFT

NVDA

Un accordo per il cloud, ma un &#34;no&#34; ai chip. La scelta della casa madre di ChatGPT che rafforza il leader del settore AI.

Nonostante un accordo con Google, OpenAI si affida ancora a Nvidia

Pershing Square

Hedge Funds

UBER

Il miliardario ha puntato il 62% del suo patrimonio su un pugno di società. Ecco la sua strategia ultra-concentrata.

Bill Ackman, un portafoglio da 12 miliardi concentrato in sole 4 azioni

Uber

PONY

SFTBF

TSLA

Un finanziere di Wall Street prevede la fine di un colosso tech. Ma la vera minaccia non è quella che tutti pensano.

Uber è destinata a sparire? Ecco cosa ne pensa Ross Gerber

Alphabet Inc

Sen. Elizabeth Warren (D-Mass.) has called for a formal investigation into President Donald Trump's <a href="https://www.benzinga.com/news/legal/25/07/46212970/trump-wins-16-million-settlement-from-paramount-over-cbs-60-minutes-kamala-harris-interview-but-no-apology-issued">settlement with</a> Paramount Global (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PARA#NASDAQ">PARA</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PARAA#NASDAQ">PARAA</a>).
What Happened: Last week, Paramount said it would pay $16 million to <a href="https://www.benzinga.com/general/entertainment/25/05/45676520/is-paramount-offering-millions-to-trump-to-end-60-minutes-lawsuit-report-says-opening-offer-has-been-made">settle Trump's lawsuit</a> over a "60 Minutes" segment. However, Trump later said the agreement is actually worth far more, <a href="https://variety.com/2025/tv/news/trump-60-minutes-lawsuit-settlement-advertising-35-million-paramount-psa-1236447353/">reported</a> Variety.
Speaking to reporters late Thursday, Trump said, "We did a deal for about $16 million plus $16 million, or maybe more than that, in advertising," the report noted, citing a White House pool report by a Washington Post reporter, Cat Zakrzewski.
"So it's a combination of 16 plus 16 plus. So it's like $32 [million] to maybe $35 million," the President stated.
See Also:&nbsp;<a href="https://www.benzinga.com/analyst-ratings/price-target/25/02/44019592/paramount-global-eyes-profitability-analysts-assess-subscriber-surge-and-cost-savings" target="_blank" rel="noreferrer noopener">Paramount Global Eyes Profitability, Analysts Assess Subscriber Surge And Cost Savings</a>
On Tuesday, Warren once again highlighted the issue saying, "UPDATE: This just got worse. Donald Trump apparently cut a secret side deal for MILLIONS in pro-Trump ads."
"That would mean Paramount and its soon-to-be owner are shelling out $30 MILLION+ to support Trump — all while trying to get his approval on their merger. Is this bribery?"
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">UPDATE: This just got worse. Donald Trump apparently cut a secret side deal for MILLIONS in pro-Trump ads. That would mean Paramount and its soon-to-be owner are shelling out $30 MILLION+ to support Trump—all while trying to get his approval on their merger. Is this bribery? <a href="https://t.co/caYhwy9fOj">https://t.co/caYhwy9fOj</a> <a href="https://t.co/wo9YlbF5jC">pic.twitter.com/wo9YlbF5jC</a>
&mdash; Elizabeth Warren (@SenWarren) <a href="https://twitter.com/SenWarren/status/1942593194882928830?ref_src=twsrc%5Etfw">July 8, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
Trump and Paramount did not immediately respond to <a href="https://pro.benzinga.com/dashboard">Benzinga's</a> request for comments.
Why It's Important: A New York Post <a href="https://nypost.com/2025/07/02/media/how-secret-side-deal-helped-seal-paramounts-16m-settlement-with-trump/">report</a> earlier this month had alleged a "side deal" under which CBS would air public service announcements promoting conservative causes linked to Trump, potentially valued at up to $20 million.
Paramount, however, denied any such arrangement. In a statement, the company said, "Contrary to some news reports or media speculation, Paramount's settlement with President Trump does not include PSAs or anything related to PSAs."
The settlement comes as the Skydance Media–Paramount <a href="https://www.benzinga.com/markets/equities/24/04/38131641/paramount-globals-potential-sale-to-skydance-media-a-tale-of-shifting-shareholder-outcomes-and-s">merger awaits regulatory</a> approval. Trump has also said that the "60 Minutes" settlement had nothing to do with his administration's approval of Skydance Media's pending acquisition of Paramount, the report added.
Meanwhile, Trump is now in <a href="https://www.benzinga.com/markets/tech/25/07/46256702/sundar-pichai-next-trumps-next-big-tech-payday-could-be-from-youtube-after-settling-lawsuits-with-meta-and-x-productive-discussions-underway">settlement talks</a> with YouTube parent Alphabet Inc.'s (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>) Google over his lawsuit alleging political censorship after the platform banned him following the Jan. 6 Capitol riot.
Price Action: As of this writing, Paramount's Class A shares remained unchanged in after-hours trading at $23, while Class B shares dipped 0.24% to $12.60, according to <a href="https://benzinga.grsm.io/lxquj26b2sag">Benzinga Pro data</a>.
Benzinga's Edge Stock Rankings show that PARA maintains a steady upward trend over the short, medium and long term. However, despite its solid value score, the stock's quality ranking remains relatively lower. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-4/#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">Additional performance details are available here</a>.
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-4/#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img decoding="async" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/09011340/Screenshot-2025-07-09-at-10.42.05%E2%80%AFAM.png" alt="" class="wp-image-977599" /></a></figure>
Read Next:
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</ul>
Photo Courtesy: David Garcia on Shutterstock.com
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Entertainment

Government

Legal

PARA

PARAA

Elizabeth Warren Asks 'Is This Bribery?' Accuses Trump Of A 'Secret Side Deal' For Millions In Paramount Settlement

An AI-powered impersonation of Secretary of State Marco Rubio has raised alarm at the U.S. State Department after attempts were made to deceive several high-ranking officials.
What Happened: An unknown actor used artificial intelligence to impersonate Rubio, creating a Signal account under the name "marco.rubio@state.gov," <a href="https://edition.cnn.com/2025/07/08/politics/marco-rubio-artificial-intelligence-impersonation">reported</a> CNN, citing a cable.&nbsp;
The impersonator contacted at least five individuals, including three foreign ministers, a U.S. governor and a member of Congress, aiming to gain "access to information or accounts."
The cable warned U.S. diplomats globally of "two distinct campaigns" in which cyber actors were posing as State Department officials using email and messaging apps.
See Also:&nbsp;<a href="https://www.benzinga.com/markets/tech/25/07/46301582/metas-ai-empire-grows-fueled-by-openai-deepmind-apple-defectors" target="_blank" rel="noreferrer noopener">Meta's AI Empire Grows — Fueled By OpenAI, DeepMind, Apple Defectors</a>
"The actor likely aimed to manipulate targeted individuals using AI-generated text and voice messages," the cable noted.
The State Department confirmed awareness of the incident and said it is investigating.
"The department takes seriously its responsibility to safeguard its information and continuously takes steps to improve the department's cybersecurity posture to prevent future incidents," a spokesperson said Tuesday.
Why It's Important: This AI-driven impersonation comes amid rising cyber threats linked to foreign adversaries. The cable also detailed a second Russia-linked campaign that involved phishing attempts targeting Gmail accounts of scholars, activists and journalists.
Cybersecurity researchers, including Alphabet Inc.'s (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>) Google's Threat Intelligence Group and the University of Toronto's Citizen Lab, say these targeted operations reflect <a href="https://www.benzinga.com/news/22/09/28983422/googles-study-claims-russia-resorting-to-cyberattacks-against-ukraine">growing sophistication</a> by state-linked hackers like Russia's APT29.
The FBI is investigating related incidents, including past impersonations of other senior U.S. officials. The State Department advised external partners to report any impersonation attempts to the FBI's Internet Crime Complaint Center, the report said.
Last year, an AI-generated voice <a href="https://www.benzinga.com/news/24/01/36731683/ai-biden-impersonation-shakes-up-new-hampshire-primary-sparks-vote-skipping-scandal">impersonating former President</a> Joe Biden was used in a robocall that told New Hampshire voters not to cast their ballots in the state's primary election.
Read Next:
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<li><a href="https://www.benzinga.com/markets/tech/25/07/46258669/tesla-made-2-76-billion-from-zev-credits-in-2024-in-us-but-trumps-tax-bill-just-killed-this-revenue-stream" target="_blank" rel="noreferrer noopener">Tesla Made $2.76 Billion From ZEV Credits In 2024 In US But Trump's Tax Bill Just Killed This Revenue Stream</a></li>
</ul>
Photo Courtesy: Maxim Elramsisy on Shutterstock.com
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Global

Media

Marco Rubio Impersonator Used AI To Contact 3 Foreign Ministers With The Intent To Gain 'Access To Information' — State Department Reacts

BofA Securities analyst Justin Post <a href="https://www.benzinga.com/quote/UBER/analyst-ratings" target="_blank" rel="noreferrer noopener">maintained a Buy</a> rating on Uber Technologies (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NYSE">UBER</a>) and increased the price target from $97 to $115 on Tuesday.
Uber remains a top pick for 2025 for Post. The price boost reflects Meta Platforms Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>), Amazon.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), Netflix Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>), and 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>) (once collectively known as FANG) multiple expansion, as per the analyst. However, the multiple is still a discount to FANG comps given Uber&#8217;s higher multiple on GAAP earnings.
Also Read: <a href="https://www.benzinga.com/analyst-stock-ratings/reiteration/25/06/45843054/uber-wins-analyst-praise-for-robotaxi-boom-lyft-faces-tougher-road-ahead" target="_blank" rel="noreferrer noopener">Uber Wins Analyst Praise For Robotaxi Boom, Lyft Faces Tougher Road Ahead</a>
Post said optimism about Uber&#8217;s autonomous vehicle (AV) position can grow, given its AV partnerships globally — it is crossing 20, its proven ability to scale AVs with Waymo, signs of broader proliferation of L4 AV tech, strong booking growth, and Uber One traction suggesting subscriber lock-in.
The &#8220;No Tax on Tips&#8221; clause in the Big Beautiful Bill extends benefits to 1099 workers — not just W-2 employees — including gig workers like Uber and LYFT Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LYFT#NASDAQ">LYFT</a>) drivers, the analyst highlighted. He said even those who don&#8217;t itemize deductions will be eligible for federal income tax savings, with a maximum deduction capped at $25,000.
Post estimated that U.S.-based Uber drivers will generate approximately $42 billion in earnings this year. If tips average 7% on an estimated $88 billion in U.S. gross bookings for 2025, the analyst projected that total tips would reach around $5.7 billion, or 14% of driver earnings. He estimated that an average federal tax rate of 18% implies about $1 billion in potential tax savings, equivalent to a 2.5% boost in driver pay.
Post expects the tax break to modestly increase driver supply, indirectly supporting Uber&#8217;s take rate.
According to Bloomberg, the analyst highlighted that Moove — an Uber-backed autonomous vehicle (AV) fleet manager — is raising $1.2 billion to support its partnership with Waymo, covering AVs that it plans to own and operate. While the initial rollout focuses on Phoenix and Miami, Post noted the scope could widen.
Moove remains a key partner in Uber&#8217;s AV ambitions, he said. Post sought clarity over whether Moove deploys these vehicles exclusively on Waymo&#8217;s platform or also on Uber&#8217;s. Regardless, this development reinforced his view that multiple AV suppliers will coexist long-term. A successful raise by Moove may also prompt other OEMs to accelerate investment in Level 4 automation, Post added.
Post projected fiscal 2025 sales of $50.7 billion and EPS of $3.04.
UBER Price Action:&nbsp;UBER stock is up 0.29% at $96.96 at publication on Tuesday.
Read Next:
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<li><a href="https://www.benzinga.com/markets/tech/25/06/46030504/uber-expands-ai-services-countries-businesses-train-smarter-ai-agents" target="_blank" rel="noreferrer noopener">Uber Collected Tons Of User Data For Years, Will License It To 30 Countries For AI</a></li>
</ul>
Photo: DenPhotos via Shutterstock.com

Analyst Color

Price Target

Reiteration

Analyst Ratings

Trading Ideas

AMZN

LYFT

NFLX

Why Uber Could Keep Climbing: Tax Breaks, AV Partnerships, Strong Bookings Fuel Analyst Optimism

<a href="https://www.bloomberg.com/news/articles/2025-07-08/waymo-starts-offering-teen-accounts-first-in-metro-phoenix-more-cities-later" title="https://www.bloomberg.com/news/articles/2025-07-08/waymo-starts-offering-teen-accounts-first-in-metro-phoenix-more-cities-later">https://www.bloomberg.com/news/articles/2025-07-08/waymo-starts-offering-teen-accounts-first-in-metro-phoenix-more-cities-later</a>

'Waymo Begins Offering Teen Accounts, Starting in Metro Phoenix' - Bloomberg News

<a href="https://www.bloomberg.com/news/articles/2025-07-08/waymo-robotaxis-arrive-in-nyc-as-alphabet-unit-seeks-permit" title="https://www.bloomberg.com/news/articles/2025-07-08/waymo-robotaxis-arrive-in-nyc-as-alphabet-unit-seeks-permit">https://www.bloomberg.com/news/articles/2025-07-08/waymo-robotaxis-arrive-in-nyc-as-alphabet-unit-seeks-permit</a>

'Waymo Tests Bring NYC One Step Closer to Autonomous Taxis' - Bloomberg News

Meta Platforms Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) is aggressively <a href="https://www.benzinga.com/topic/artificial-intelligence">expanding its AI dominance</a> through its Superintelligence Labs (MSL), launched in June 2025 to pursue artificial general intelligence (AGI). Led by CEO Mark Zuckerberg, MSL consolidates Meta's Llama models and FAIR (Fundamental Artificial Intelligence Research) research to deliver "personal superintelligence."
Fueling this ambition, Meta has poached top talent from OpenAI, Anthropic, Alphabet Inc&#8216;s (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>) Google DeepMind, and Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), reshaping the AI landscape in a fierce talent war.
<h2 class="wp-block-heading">Talent Heist: Building An AI Dream Team</h2>
From OpenAI, Meta recruited seven researchers, including <a href="http://www.msn.com/en-in/money/topstories/rs-800-crore-joining-bonus-once-in-accenture-iitian-trapit-bansal-joins-meta-ai-superintelligence-team/ar-AA1HS1Xj?apiversion=v2&amp;noservercache=1&amp;domshim=1&amp;renderwebcomponents=1&amp;wcseo=1&amp;batchservertelemetry=1&amp;noservertelemetry=1">Trapit Bansal</a> and <a href="https://www.reuters.com/business/meta-hires-four-more-openai-researchers-information-reports-2025-06-28/">Shuchao Bi</a>, experts in large language models and reinforcement learning. Google DeepMind lost <a href="https://www.bloomberg.com/news/articles/2025-06-11/meta-hires-top-researchers-from-google-sesame-for-new-ai-lab">Jack Rae</a>, a machine learning pioneer, and <a href="https://www.scmp.com/tech/big-tech/article/3316858/metas-ai-lab-stacked-chinese-talent-drawing-attention-back-home">Huiwen Chang</a>, an image generation specialist.
Related: <a href="https://www.benzinga.com/markets/tech/25/07/46288145/mark-zuckerbergs-meta-lures-away-apple-ai-chief-ruoming-pang-with-tens-of-millions-compensation-package-report">Mark Zuckerberg&#8217;s Meta Lures Away Apple AI Chief Ruoming Pang With Tens-Of-Millions Compensation Package: Report</a>
Apple's Ruoming Pang, former head of its Foundation Models team behind Genmoji and Siri upgrades, joined MSL with a reported multimillion-dollar package. These defections bolster MSL's expertise in multimodal AI and reasoning systems. Meta also hired from Anthropic, including <a href="https://www.theverge.com/news/700196/meta-apple-openai-ai-talent-war">Anton Bakhtin</a>, a Claude developer, and inference expert <a href="https://www.cnbc.com/2025/06/30/mark-zuckerberg-creating-meta-superintelligence-labs-read-the-memo.html">Joel Pobar</a>, enhancing its technical depth.
Led by Alexandr Wang, ex-Scale AI CEO, and Nat Friedman, former GitHub CEO, MSL is backed by Meta's $14.3 billion investment in Scale AI for superior data resources. While <a href="https://www.benzinga.com/markets/tech/25/06/46132953/fake-news-former-engineer-joining-meta-refutes-sam-altmans-100m-golden-pass-accusation-to-poach-openai-talent">Meta denied claims</a> of $100 million signing bonuses, competitive compensation has drawn elite talent. 
<h2 class="wp-block-heading">Powering AGI: Meta's Strategic Hires</h2>
MSL aims to integrate advanced AI into Meta's platforms, such as Instagram and Smart Glasses, leveraging its billion-user reach. However, AGI's technical and ethical challenges raise doubts, with critics recalling Meta's metaverse struggles.
By luring defectors from OpenAI, DeepMind and Apple, Meta is building a formidable AI empire. The success of MSL hinges on this talent's ability to deliver groundbreaking innovations in a competitive field, positioning Meta as a serious contender in the AGI race.
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</ul>
Photo: Poetra.RH via Shutterstock

Management

Meta's AI Empire Grows — Fueled By OpenAI, DeepMind, Apple Defectors

<a href="https://www.bloomberg.com/news/articles/2025-07-08/openai-microsoft-back-new-academy-to-bring-ai-into-classrooms?embedded-checkout=true">https://www.bloomberg.com/news/articles/2025-07-08/openai-microsoft-back-new-academy-to-bring-ai-into-classrooms?embedded-checkout=true</a>

General

'OpenAI, Microsoft Back New Academy to Bring AI Into Classrooms'- Bloomberg

Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) is <a href="https://www.benzinga.com/topic/nvidia" target="_blank" rel="noreferrer noopener">trading close</a> to its 52-week high of $161 on Tuesday. The stock has seen a notable increase this year, rising almost 18% year-to-date and gaining over 64% in market value in the last three months. 
This performance surpasses the broader market, as the S&amp;P 500 and NASDAQ Composite indexes have generated approximately 6% in returns year-to-date.
In May, Nvidia reported <a target="_blank" href="https://www.benzinga.com/markets/tech/25/06/46177736/what-is-going-on-with-nvidia-stock" rel="noreferrer noopener">first-quarter revenue</a> of $44.1 billion, a 69% increase year-over-year and a 12% sequential rise. This figure exceeded the Street consensus estimate of $43.2 billion, despite a new export ban impacting sales of its chips to China, one of its significant markets.
Also Read: <a target="_blank" href="https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/06/45845825/ai-momentum-powers-nvidia-arm-and-chip-supply-chain-in-bofa-recap" rel="noreferrer noopener">AI Momentum Powers Nvidia, Arm And Chip Supply Chain In BofA Recap</a>
<h2 class="wp-block-heading">Recent Key Events Impacting Valuation</h2>
Several recent events have influenced Nvidia&#8217;s valuation. On July 4, 2025, President Donald Trump unveiled the &#8220;<a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46291393/micron-stock-soars-42-in-2025-but-ceo-warns-of-demand-pull-ins" rel="noreferrer noopener">Big Beautiful Bill</a>,&#8221; which would raise the semiconductor investment tax credit from 25% to 30% through 2026, giving chipmakers more substantial incentives to expand U.S. manufacturing.
He also created the United States Investment Accelerator within the Commerce Department by executive order, shifting control of the CHIPS Act program directly under the White House.
Although Trump previously criticized the $39 billion in grants and $75 billion in loans under the CHIPS and Science Act, he now backs pro-chip policies through this bill, which has cleared the Senate and is awaiting a House vote.
Also in July, OpenAI <a target="_blank" href="https://www.benzinga.com/markets/equities/25/07/46290622/openai-sticks-with-nvidia-chatgpt-maker-says-no-plans-to-use-googles-ai-chips-at-scale" rel="noreferrer noopener">confirmed it will</a> continue using Nvidia AI chips at scale, rejecting Alphabet&#8217;s (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>) Google&#8217;s tensor processing units (TPUs) despite a recent cloud deal with Google Cloud. Nvidia, in turn, reaffirmed its partnership with OpenAI, highlighting its role as the core hardware provider for OpenAI&#8217;s AI models.
<h2 class="wp-block-heading">Supply Chain And Export Controls</h2>
Reportedly, contract chipmaker and key Nvidia supplier Taiwan Semiconductor Manufacturing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) has <a href="https://www.benzinga.com/markets/tech/25/07/46283410/taiwan-semiconductor-shifts-focus-100-billion-usa-expansion" target="_blank" rel="noreferrer noopener">accelerated its U.S. expansion</a>. This move is a response to Washington&#8217;s chip tariff policies, leading TSM to delay the construction of its second plant in Japan to prioritize its growing American footprint.
In March, TSM Chairman C.C. Wei announced an additional $100 billion U.S. investment, building on the $65 billion disclosed in April 2024. This expanded investment aims to boost domestic chipmaking to support major clients like Nvidia and Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) and reduce reliance on overseas production.
Meanwhile, the U.S. is drafting <a target="_blank" href="https://www.benzinga.com/markets/asia/25/07/46266218/us-plans-to-restrict-ai-chip-exports-to-malaysia-thailand-to-curb-diversion-to-china" rel="noreferrer noopener">new export controls</a> to prevent Nvidia AI chips from reaching China via third-party routes, specifically through Malaysia and Thailand. This marks the first formal step in Trump&#8217;s overhaul of prior AI chip export rules, though key security questions remain unresolved.
These U.S. sanctions had previously compelled Nvidia to halt H20 chip exports to China on April 9, resulting in a $4.5 billion first-quarter charge for Nvidia, attributed to excess inventory and purchase commitments. Consequently, Nvidia projected its second-quarter revenue at $45 billion, approximately $780 million below estimates, citing an $8 billion impact from lost H20 sales due to these export restrictions.
<h2 class="wp-block-heading">Analyst Projections</h2>
Thirty-seven analysts have set a <a target="_blank" href="https://www.benzinga.com/quote/NVDA/analyst-ratings" rel="noreferrer noopener">consensus price forecast</a> of $179.17 for Nvidia. Loop Capital issued the highest forecast at $250 on June 25, 2025, while Seaport Global gave the lowest at $100 on April 30, 2025. The latest ratings from Citigroup (July 7), Mizuho (July 3), and Loop Capital (June 25) average a forecast of $208.33, suggesting a potential upside of 30.65% for Nvidia based on those recent views.
NVDA Price Action: NVDA stock is trading higher by 0.82% to $159.59 premarket at last check Tuesday.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/analyst-stock-ratings/reiteration/25/07/46281768/telecom-stocks-are-no-longer-one-size-fits-all-analyst-says-heres-which-company-stands-out" target="_blank" rel="noreferrer noopener">Telecom Stocks Are No Longer One-Size-Fits-All, Analyst Says — Here&#8217;s Which Company Stands Out</a></li>
</ul>
Image by Jack Hong via Shutterstock

Movers

Nvidia Outpaces Market With AI-Powered Growth, Nears Record Highs

<ul>
<li>TSLA</li>
<li>BULL</li>
<li>GLD</li>
<li>NVDA</li>
<li>AAPL</li>
<li>GOOGL</li>
<li>GOOG</li>
<li>RKLB</li>
<li>CORN</li>
<li>SOFI</li>
</ul>
Data from <a href="https://swaggystocks.com/dashboard/wallstreetbets/ticker-sentiment">https://swaggystocks.com/dashboard/wallstreetbets/ticker-sentiment</a>
&nbsp;

BULL

CORN

RKLB

SOFI

Top 10 Trending Stocks On WallStreetBets As Of July 8, 2025 (Via Swaggy Stocks)

Wells Fargo analyst Ken Gawrelski maintains Alphabet (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) with a Equal-Weight and raises the price target from $175 to $177.

Wells Fargo Maintains Equal-Weight on Alphabet, Raises Price Target to $177

Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) strengthened its partnership with OpenAI after the ChatGPT maker confirmed it has no plans to deploy Alphabet Inc.&#8216;s (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>) in-house artificial intelligence chips at scale, despite recent cloud collaboration between the rivals.
What Happened: &#8220;We&#8217;re proud to partner with OpenAI and continue powering the foundation of their work,&#8221; Nvidia wrote on X Monday, citing a Reuters report that OpenAI rejected Google&#8217;s tensor processing units (TPUs) for large-scale deployment.
<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">We're proud to partner with <a href="https://twitter.com/OpenAI?ref_src=twsrc%5Etfw">@OpenAI</a> and continue powering the foundation of their work. <a href="https://t.co/CWgsn1uAIk">pic.twitter.com/CWgsn1uAIk</a>
&mdash; NVIDIA (@nvidia) <a href="https://twitter.com/nvidia/status/1942270425607569562?ref_src=twsrc%5Etfw">July 7, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
OpenAI spokesperson confirmed to Reuters on Sunday that the AI lab is conducting early testing with some Google TPUs but has no active plans to use them at scale. The company continues relying on Nvidia&#8217;s graphics processing units (GPUs) and Advanced Micro Devices Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) AI chips to meet growing computational demands.
The statement comes two days after Reuters reported OpenAI signed a cloud services deal with Google Cloud in May, marking a rare partnership between direct AI competitors. 
See Also: <a href="https://www.benzinga.com/markets/hedge-funds/25/07/46290114/bill-ackman-bets-over-60-of-pershing-squares-portfolio-in-these-4-stocks-uber-hhh-and-more">Bill Ackman Bets Over 60% Of Pershing Square&#8217;s Portfolio In These 4 Stocks: UBER, HHH And More</a>
Why It Matters: The agreement provides OpenAI access to Google&#8217;s <a href="https://www.benzinga.com/news/23/05/32645037/nvidia-vulnerable-to-in-house-ai-chip-production-by-google-meta-microsoft-amazon">infrastructure to support training and deployment</a> of models like ChatGPT, reducing reliance on Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) Azure.
Google has expanded external availability of its TPUs, historically reserved for internal use, winning customers including Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) and AI startups Anthropic and Safe Superintelligence. The <a href="https://www.benzinga.com/markets/equities/24/10/41615800/googles-cost-advantage-with-custom-chips-only-nvidia-tops-it-says-analyst">custom chips offer Google a cost advantage</a> second only to Nvidia in performance, according to D.A. Davidson analyst Gil Luria.
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/biotech/25/07/46289610/palantir-co-founder-joe-lonsdale-wants-a-fda-overhaul-with-special-forces-style-ai-team-because-china-is-racing-to-outpace-us-in-biotech">Palantir Co-Founder Joe Lonsdale Wants A FDA Overhaul With Special Forces-Style AI Team Because China Is Racing To Outpace US In Biotech</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: Jack Hong / Shutterstock.com

OpenAI Sticks With Nvidia: ChatGPT Maker Says No Plans To Use Google's AI Chips At Scale

Pershing Square Capital Management, L.P., founded and led by the billionaire Bill Ackman, has a portfolio valued at $11.930 billion, which is concentrated in these four stocks as of the end of the first quarter of 2025.
What Happened: The hedge fund, with Ackman as its CEO, had 11 holdings as of the most recent reported quarterly period, which ended on May 15, highlighted in its 13F filing.
According to Pershing Square&#8217;s Net Asset Value (NAV) and performance report for June 2025, the fund&#8217;s portfolio had no short positions and most of its funds were invested in large-cap companies.
The portfolio was exposed to various sectors, including consumer products, consumer services, financials, leisure and hospitality, technology, and special purpose rights companies.
According to its 13F filings, the four major stock holdings in the foundation's portfolio made up at least two-thirds or 62% of the fund's holdings valued at $7.286 billion as of the first quarter of the ongoing calendar year.
<figure class="wp-block-table is-style-stripes"> 
<table class="has-fixed-layout">
<tbody>
<tr>
<td>Company</td>
<td>Value (as of March 31)</td>
<td>% Of Holdings (as of March 31)</td>
<td>Number Of Shares</td>
<td>Change From Dec. 31, 2024 (in %)</td>
</tr>
<tr>
<td>Uber Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NASDAQ">UBER</a>)</td>
<td>$2.207 billion</td>
<td>19%</td>
<td>30301161</td>
<td>New</td>
</tr>
<tr>
<td>Brookfield Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BN#NYSE">BN</a>)</td>
<td>$2.149 billion</td>
<td>18%</td>
<td>41004657</td>
<td>18%</td>
</tr>
<tr>
<td>Restaurant Brands International Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/QSR#NYSE">QSR</a>)</td>
<td>$1.532 billion</td>
<td>13%</td>
<td>23000914</td>
<td>0%</td>
</tr>
<tr>
<td>Howard Hughes Holdings Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HHH#NYSE">HHH</a>)</td>
<td>$1.396 billion</td>
<td>12%</td>
<td>18852064</td>
<td>0%</td>
</tr>
</tbody>
</table>
</figure>
<h2 class="wp-block-heading">Uber Technologies</h2>
<ul class="wp-block-list">
<li>Pershing Square has freshly acquired 30.301 million shares of Uber, making it the hedge fund&#8217;s largest position at the end of the first quarter.</li>
<li>The stock has advanced 53.05% on a year-to-date basis and 10.97% in the last month.</li>
</ul>
<h2 class="wp-block-heading">Brookfield Corp.</h2>
<ul class="wp-block-list">
<li>Ackman has been acquiring the shares of the Canadian alternative investment management company, Brookfield Corp., over the last year, with an 18% or 6.111 million shares added at the end of the first quarter.</li>
<li>Its businesses are spread across several segments, including real estate, renewable power facilities, and infrastructure.</li>
<li>The stock has grown 9.37% YTD and 7.42% in the last month.</li>
</ul>
<h2 class="wp-block-heading">Restaurant Brands International Inc.</h2>
<ul class="wp-block-list">
<li>Holding 23 million shares, Ackman&#8217;s Pershing Square has held a stake in this company for over 10 years, since the fourth quarter of 2014.</li>
<li>The fund has made no change in its holding of the stock over the last three quarters. </li>
<li>Restaurant Brands&#8217; stock has advanced 3.51% YTD and declined by 2.71% in the last month.</li>
</ul>
<h2 class="wp-block-heading">Howard Hughes Holdings Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HHH#NYSE">HHH</a>)</h2>
<ul class="wp-block-list">
<li>Pershing Square owns 12% or 18.852 million shares of the real estate development and management company.</li>
<li>Ackman also serves as the executive chairman of the company&#8217;s board with an agenda to <a href="https://www.benzinga.com/25/05/45199902/bill-ackman-strikes-deal-to-form-mini-version-of-berkshire-hathaway-a-free-money-generating-company-he-wouldnt-bet-against">transform Howard Hughes</a> into a diversified holding company like Berkshire Hathaway Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRK#NYSE">BRK</a>) (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRK#NYSE">BRK</a>).</li>
<li>The stock has declined 9.38% YTD and 0.68% over the last month.</li>
</ul>
See Also: <a href="https://www.benzinga.com/markets/forex/25/07/46272823/as-us-dollar-sinks-top-economist-warns-10-slide-could-spark-new-inflation-spike">As US Dollar Sinks, Top Economist Warns 10% Slide Could Spark New Inflation Spike</a>
Why It Matters: Apart from holding 62% of the aforementioned companies, Pershing Square&#8217;s other investments also includes Chipotle Mexican Grill Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMG#NYSE">CMG</a>), Canadian Pacific Kansas City Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CP#NYSE">CP</a>), 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>), and Hilton Hotels Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HLT#NYSE">HLT</a>), with holdings in single digits ranging from 5.7% to 9.1%.
Along with less than 1% portfolio holdings in Seaport Entertainment Group Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SEG#NYSE">SEG</a>) and Hertz Global Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HTZ#NASDAQ">HTZ</a>).
Price Action: The SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) and Invesco QQQ Trust ETF (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, declined on Monday. The SPY was down 0.75% at $620.68, while the QQQ also declined 0.75% to $552.03, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pr</a>o data.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/equities/25/07/46269226/stocks-just-hit-rare-golden-cross-for-1st-time-since-2023-heres-what-it-means-for-investors">Stocks Just Hit Rare Golden Cross For 1st Time Since 2023 — Here&#8217;s What It Means For Investors</a></li>
</ul>
Photo courtesy: T. Schneider / Shutterstock.com

Bill Ackman Bets Over 60% Of Pershing Square's Portfolio In These 4 Stocks: UBER, HHH And More

Gerber Kawasaki's co-founder, Ross Gerber, thinks that Robotaxis will eclipse and surpass ride-hailing giant Uber Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NYSE">UBER</a>) as autonomous driving advances in the U.S.
Check out the current price of <a href="https://www.benzinga.com/quote/uber">UBER stock here</a>.
What Happened: "Uber is going to be eaten alive by Robotaxis. Just a matter of time," Gerber said in a post on social media platform X on Monday. He did not provide any additional details about why the investor thought this way.
<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">Uber is going to get eaten alive by robotaxis. Just a matter of time…
&mdash; Ross Gerber (@GerberKawasaki) <a href="https://twitter.com/GerberKawasaki/status/1942361254926114883?ref_src=twsrc%5Etfw">July 7, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
However, in a separate post, he shared what could be perceived as a veiled criticism of Tesla Inc.'s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) Robotaxi. "When I said robotaxis. I meant ones that actually work…" Gerber said. The investor has been a staunch critic of Tesla's FSD and Robotaxi in the past.
<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">When I said robotaxis. I meant ones that actually work…
&mdash; Ross Gerber (@GerberKawasaki) <a href="https://twitter.com/GerberKawasaki/status/1942367297794105637?ref_src=twsrc%5Etfw">July 7, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
Why It Matters: Gerber's comments come as Uber recently offered <a href="https://www.benzinga.com/markets/tech/25/06/46087567/uber-nears-all-time-high-as-waymo-partnership-expands-to-atlanta-gary-black-calls-it-low-risk-while-tesla-lags-in-supervised-autonomy">autonomous taxis on its platform</a> for the first time in the city of Atlanta in partnership with Alphabet Inc.'s (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.
The company also invested in <a href="https://www.benzinga.com/markets/large-cap/25/06/45855580/uber-softbank-backed-wayve-to-test-self-driving-cars-on-public-roads-in-uk">autonomous driving company Wayve</a>, which recently began testing level 4 self-driving cars in the UK for the first time. The company is also backed by Japan's SoftBank Group (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SFTBF#OTC">SFTBF</a>).
Uber also partnered with Pony AI (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PONY#NASDAQ">PONY</a>) to launch autonomous taxis in the Middle East. <a href="https://www.benzinga.com/markets/tech/25/07/46269806/pony-ai-to-deploy-robotaxis-in-dubai-trials-begin-late-2025">Pony recently announced</a> a deal with authorities in Dubai to test Level 4 autonomous driving vehicles in the Emirate.
Elsewhere, Tesla's Robotaxi has raised questions once again about the company's FSD or Full-Self Driving technology as a Model Y <a href="https://www.benzinga.com/markets/tech/25/07/46268433/teslas-full-self-driving-tech-under-fire-again-after-robotaxi-nearly-hits-parked-vehicle-report">Robotaxi nearly hit</a> a parked vehicle in the city of Austin.
<figure class="wp-block-image size-large"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img loading="lazy" decoding="async" width="1024" height="200" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/08003830/UBER-JUL-8-2025-1024x200.jpg" alt="" class="wp-image-975745" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/08003830/UBER-JUL-8-2025-1024x200.jpg 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/08003830/UBER-JUL-8-2025-300x58.jpg 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/08003830/UBER-JUL-8-2025-768x150.jpg 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/08003830/UBER-JUL-8-2025-1536x300.jpg 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/08003830/UBER-JUL-8-2025.jpg 1559w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
Uber scores well on Momentum and Growth metrics while offering satisfactory 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/25/06/46030504/uber-expands-ai-services-countries-businesses-train-smarter-ai-agents">Uber Collected Tons Of User Data For Years, Will License It To 30 Countries For AI</a></li>
</ul>
Photo courtesy: DenPhotos / Shutterstock.com

Uber Is Going To Get 'Eaten Alive By Robotaxis,' Says Ross Gerber As Autonomous Driving Gathers Steam

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders will search for circumstances when the market estimation of an option diverges heavily from its normal worth. High amounts of trading activity could push option prices to exaggerated or underestimated levels. 
Here's the list of options activity happening in today's session: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>META</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>07/11/25</td>
<td>$730.00</td>
<td>$125.0K</td>
<td>4.6K</td>
<td>8.4K</td>
</tr>
<tr>
<td>GOOGL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$190.00</td>
<td>$710.2K</td>
<td>12.9K</td>
<td>4.7K</td>
</tr>
<tr>
<td>GOOG</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>07/18/25</td>
<td>$177.50</td>
<td>$36.0K</td>
<td>2.3K</td>
<td>1.0K</td>
</tr>
<tr>
<td>ASST</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>12/19/25</td>
<td>$10.00</td>
<td>$112.9K</td>
<td>1.9K</td>
<td>215</td>
</tr>
<tr>
<td>TTD</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/18/26</td>
<td>$67.50</td>
<td>$195.5K</td>
<td>263</td>
<td>208</td>
</tr>
<tr>
<td>CHTR</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/15/27</td>
<td>$200.00</td>
<td>$45.9K</td>
<td>434</td>
<td>140</td>
</tr>
<tr>
<td>NFLX</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>07/11/25</td>
<td>$1250.00</td>
<td>$30.6K</td>
<td>234</td>
<td>99</td>
</tr>
<tr>
<td>ASTS</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>03/20/26</td>
<td>$60.00</td>
<td>$46.9K</td>
<td>538</td>
<td>57</td>
</tr>
<tr>
<td>DIS</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$60.00</td>
<td>$31.7K</td>
<td>20</td>
<td>5</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These itemized elaborations have been created using the accompanying table. 
• For META (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>), we notice a call option trade that happens to be bearish, expiring in 4 day(s) on July 11, 2025. This event was a transfer of 200 contract(s) at a $730.00 strike. The total cost received by the writing party (or parties) was $125.0K, with a price of $625.0 per contract. There were 4610 open contracts at this strike prior to today, and today 8468 contract(s) were bought and sold. 
• For GOOGL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>), we notice a call option sweep that happens to be bearish, expiring in 39 day(s) on August 15, 2025. This event was a transfer of 2000 contract(s) at a $190.00 strike. This particular call needed to be split into 61 different trades to become filled. The total cost received by the writing party (or parties) was $710.2K, with a price of $355.0 per contract. There were 12950 open contracts at this strike prior to today, and today 4725 contract(s) were bought and sold. 
• Regarding GOOG (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>), we observe a call option trade with bullish sentiment. It expires in 11 day(s) on July 18, 2025. Parties traded 100 contract(s) at a $177.50 strike. The total cost received by the writing party (or parties) was $36.0K, with a price of $360.0 per contract. There were 2370 open contracts at this strike prior to today, and today 1078 contract(s) were bought and sold. 
• For ASST (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASST#NASDAQ">ASST</a>), we notice a call option sweep that happens to be bearish, expiring in 165 day(s) on December 19, 2025. This event was a transfer of 807 contract(s) at a $10.00 strike. This particular call needed to be split into 18 different trades to become filled. The total cost received by the writing party (or parties) was $112.9K, with a price of $140.0 per contract. There were 1910 open contracts at this strike prior to today, and today 215 contract(s) were bought and sold. 
• Regarding TTD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TTD#NASDAQ">TTD</a>), we observe a call option sweep with bearish sentiment. It expires in 346 day(s) on June 18, 2026. Parties traded 100 contract(s) at a $67.50 strike. This particular call needed to be split into 5 different trades to become filled. The total cost received by the writing party (or parties) was $195.5K, with a price of $1955.0 per contract. There were 263 open contracts at this strike prior to today, and today 208 contract(s) were bought and sold. 
• For CHTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CHTR#NASDAQ">CHTR</a>), we notice a call option trade that happens to be bearish, expiring in 557 day(s) on January 15, 2027. This event was a transfer of 2 contract(s) at a $200.00 strike. The total cost received by the writing party (or parties) was $45.9K, with a price of $22990.0 per contract. There were 434 open contracts at this strike prior to today, and today 140 contract(s) were bought and sold. 
• For NFLX (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>), we notice a call option trade that happens to be bullish, expiring in 4 day(s) on July 11, 2025. This event was a transfer of 7 contract(s) at a $1250.00 strike. The total cost received by the writing party (or parties) was $30.6K, with a price of $4385.0 per contract. There were 234 open contracts at this strike prior to today, and today 99 contract(s) were bought and sold. 
• For ASTS (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASTS#NASDAQ">ASTS</a>), we notice a call option trade that happens to be bearish, expiring in 256 day(s) on March 20, 2026. This event was a transfer of 50 contract(s) at a $60.00 strike. The total cost received by the writing party (or parties) was $46.9K, with a price of $938.0 per contract. There were 538 open contracts at this strike prior to today, and today 57 contract(s) were bought and sold. 
• For DIS (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>), we notice a call option trade that happens to be bullish, expiring in 39 day(s) on August 15, 2025. This event was a transfer of 5 contract(s) at a $60.00 strike. The total cost received by the writing party (or parties) was $31.7K, with a price of $6352.0 per contract. There were 20 open contracts at this strike prior to today, and today 5 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more about unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Options

ASST

ASTS

CHTR

9 Communication Services Stocks With Whale Alerts In Today's Session

<a href="https://techcrunch.com/2025/07/07/waymo-starts-robotaxi-testing-in-philadelphia-and-nyc/">https://techcrunch.com/2025/07/07/waymo-starts-robotaxi-testing-in-philadelphia-and-nyc/</a>

'Waymo starts robotaxi testing in Philadelphia and NYC'- Techcrunch

A report on July 4, 2025 shows that Representative John Rose from Tennessee sale stock in Alphabet (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>), valued between $4,250,009 and $14,500,000. According to the July filing, the transaction occurred on June 3, 2025.
At the time of writing, Alphabet shares are trading down 0.35% at $178.9.
<h3>What Representative Has Been Trading Recently</h3>
Over the previous three years, John Rose conducted 14 trades, totaling more than $5.83 million. The largest of these were in Alphabet and Alphabet stock. Some of the most notable transactions the Rep. has executed recently include: 
<ul>
<li>Alphabet (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>): $1,000,001 - $5,000,000 Sale</li>
<li>Alphabet (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>): $250,001 - $500,000 Sale</li>
<li>Microsoft (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>): $250,001 - $500,000 Sale</li>
</ul>
Here's a summary of John Rose's most recent trades:
<table>
<thead>
<tr>
<th>Company</th>
<th>Ticker</th>
<th>Stock Type</th>
<th>Amount</th>
<th>Transaction Type</th>
<th>Transaction Date</th>
</tr>
</thead>
<tbody>
<tr>
<td>Fimm Money Market Port</td>
<td>FNSXX</td>
<td></td>
<td>$15,001 - $50,000</td>
<td>S</td>
<td>2025-06-23</td>
</tr>
<tr>
<td>Jpmorgan U.S. Government</td>
<td></td>
<td></td>
<td>$1,000,001 - $5,000,000</td>
<td>S</td>
<td>2025-06-23</td>
</tr>
<tr>
<td>Alphabet</td>
<td>GOOGL</td>
<td>STOCK</td>
<td>$1,000,001 - $5,000,000</td>
<td>S</td>
<td>2025-06-03</td>
</tr>
<tr>
<td>Alphabet</td>
<td>GOOG</td>
<td>STOCK</td>
<td>$250,001 - $500,000</td>
<td>S</td>
<td>2025-06-03</td>
</tr>
<tr>
<td>American Funds Capital</td>
<td></td>
<td></td>
<td>$250,001 - $500,000</td>
<td>S</td>
<td>2025-06-03</td>
</tr>
</tbody>
</table>
Stay informed on John Rose's trades and other members of Congress with our real-time <a href="https://www.benzinga.com/gov-trades/members/john-rose">government trades tracking tool</a>!
<h3>Why Congressional Transactions Matter</h3>
A congressional transaction is when any representative or senator either buys or sells an individual stock.
Anyone working in Congress must file a Periodic Transaction Report to inform the public of their recent transaction within 30 days of being notified of the transaction and within 45 days of the transaction date.
In April 2012, Former President Barack Obama signed the STOCK Act into law. The act prohibits members of Congress from using private information given to them by their position for personal gain such as buying or selling a stock. The act also expanded disclosure requirements for members of Congress by requiring them to file a monthly disclosure.
<h3>Why Congressional Transactions Matter</h3>
Congressional transactions shouldn't be the primary reason for an investing decision, but they can be an important factor for an investor to consider.
When a senator or representative makes a new purchase, it could be an indication they expect the stock to rise.
A sale, on the other hand, can be made for a variety of reasons, and may not necessarily mean the seller thinks the stock will go down.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Politics

Recent Filing Shows That Rep. John Rose Sold Over $4.25M Worth of Alphabet Stock

Alphabet Inc.'s (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>) Isomorphic Labs says its first artificial-intelligence-designed medicines are nearly ready for human testing.
What Happened: Isomorphic Labs President Colin Murdoch <a href="https://fortune.com/2025/07/06/deepmind-isomorphic-labs-cure-all-diseases-ai-now-first-human-trials/">spoke</a> to Fortune in an interview recently where he said, &#8220;There are people sitting in our office in King's Cross, London, collaborating with AI to design drugs for cancer right now.&#8221;
"The next big milestone is actually going out to clinical trials, starting to put these things into human beings," Murdoch added. "We're staffing up now. We're getting very close." Isomorphic, spun out of Google DeepMind in 2021, grew from AlphaFold, the program that predicts protein shapes with near-lab accuracy.
Murdoch said AlphaFold's latest version can simulate how candidate compounds bind to DNA and proteins, letting chemists iterate faster and more precisely. In 2024, Isomorphic <a href="https://www.benzinga.com/news/24/01/36528778/googles-ai-spin-off-isomorphic-labs-strikes-big-pharma-deals-paving-the-way-for-future-of-drug-disco">struck research pacts</a> with Novartis (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVS#NYSE">NVS</a>) and Eli Lilly (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LLY#NYSE">LLY</a>) and, in April this year, raised $600 million led by Thrive Capital to build what Murdoch calls a "world-class drug design engine."
See also: <a href="https://www.benzinga.com/markets/tech/25/07/46268414/as-elon-musks-rift-with-donald-trump-deepens-former-google-executive-says-maga-and-tech-world-cant-thrive-without-each-other">As Elon Musk&#8217;s Rift With Donald Trump Deepens, Former Google Executive Says MAGA And Tech World Can&#8217;t Thrive Without Each Other</a>
"We're trying to do all these things: speed them up, reduce the cost, but also really improve the chance that we can be successful," he said.
Why It Matters: Rivals are rushing to the clinic as well. Recursion Pharmaceuticals (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RXRX#NASDAQ">RXRX</a>) expects seven programs to begin or read out human studies next year. On the other hand, Hong Kong-based Insilico Medicine earlier this year announced positive takeaways from <a href="https://www.clinicaltrialsarena.com/news/insilico-announces-positive-results-from-phase-i-trials-of-ai-designed-ism5411/?cf-view">trials</a> of its AI-designed drug meant for the treatment of inflammatory bowel disease (IBD).
Investor interest is surging. Recursion shares <a href="https://www.benzinga.com/trading-ideas/movers/25/06/45822228/recursion-pharmaceuticals-stock-surges-on-breakthrough-ai-model-launch-with-mit">jumped</a> 18% last month after unveiling an open-source binding-prediction model developed with MIT. Chipmakers are piling in, too. AMD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) just <a href="https://www.benzinga.com/25/01/42874399/amd-invests-20m-in-absci-to-boost-ai-drug-discovery">invested $20 million</a> in Absci to challenge Nvidia's (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) <a href="https://www.benzinga.com/markets/large-cap/25/06/45910197/nvidia-just-partnered-with-a-weight-loss-giant-but-its-not-about-pills">BioNeMo platform</a> in AI drug discovery.
Alphabet shares score high on Quality and Growth in Benzinga's Edge Stock Rankings and has a favorable price trend in the short, medium and long term. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">Check&nbsp;here&nbsp;for deeper insights into the stock</a>.
<figure class="wp-block-image size-large"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img loading="lazy" decoding="async" width="1024" height="152" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/07032034/goog-edge-1024x152.png" alt="" class="wp-image-974192" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/07032034/goog-edge-1024x152.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/07032034/goog-edge-300x45.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/07032034/goog-edge-768x114.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/07032034/goog-edge.png 1386w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
Photo Courtesy: JHVEPhoto on Shutterstock.com
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Health Care

RXRX

Alphabet-Backed Drug Discovery Firm Nears Human Trials Of AI-Developed Remedies, Says President: 'The Next Big Milestone Is…'

Tesla Inc.'s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) FSD or Full-Self Driving Technology once again finds itself in the spotlight as a Robotaxi, while on FSD, nearly drove into a parked vehicle in Austin, Texas.
What Happened: The incident took place when a Tesla Model Y drove into a parked vehicle as it tried to navigate its way out of the area after dropping off its passenger, a video posted by YouTuber Dirty Tesla showcased <a href="https://youtu.be/N2l2KcwBXZ8?si=qUN8bwT1tHAorgOk&amp;t=292">on</a> Friday.
The vehicle did not cause serious injury or damage as the safety driver placed within the Robotaxi intervened just as the car was about to hit the parked vehicle, the YouTuber said.
Why It Matters: The news comes as Tesla has been under scrutiny for its FSD tech by the NHTSA, or the National Highway Traffic Safety Administration, over <a href="https://www.benzinga.com/markets/tech/25/06/46067027/tesla-robotaxi-faces-nhtsa-scrutiny-over-traffic-violations-during-austin-launch">possible traffic violations</a>.
Experts like Gerber Kawasaki's co-founder Ross Gerber have also <a href="https://www.benzinga.com/markets/tech/25/07/46267553/elon-musks-tesla-must-embrace-lidar-to-scale-fsd-says-ross-gerber">criticized the FSD tech</a> for its use of cameras instead of more advanced components like LiDAR, which autonomous taxi rival Alphabet Inc.'s (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 uses.
Tesla shares <a href="https://www.benzinga.com/markets/tech/25/07/46267743/tesla-shares-fall-over-5-in-overnight-trading-as-elon-musk-jumps-back-into-politics">fell 5% overnight</a> as CEO Elon Musk found a new political party amid the billionaire's feud with U.S. President Donald Trump over the latter's tax policies.
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="199" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/07022732/TSLA-JUL-7-2025-2-1024x199.jpg" alt="" class="wp-image-974103" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/07022732/TSLA-JUL-7-2025-2-1024x199.jpg 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/07022732/TSLA-JUL-7-2025-2-300x58.jpg 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/07022732/TSLA-JUL-7-2025-2-768x149.jpg 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/07022732/TSLA-JUL-7-2025-2-1536x299.jpg 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/07022732/TSLA-JUL-7-2025-2.jpg 1569w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
Tesla offers satisfactory Momentum while scoring well on the Growth and Quality metrics, but the stock offers 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>
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</ul>
Photo courtesy: Ken Wolter / Shutterstock.com

Tesla's Full Self-Driving Tech Under Fire Again After Robotaxi Nearly Hits Parked Vehicle: Report

As Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) CEO Elon Musk continues to slam Donald Trump's "Big Beautiful Bill," the All-In Podcast panelists, including David Friedberg and Chamath Palihapitiya, caution that escalating tensions between MAGA and Silicon Valley could destabilize both political and technological progress.
What Happened: On the July 4 episode of the All-In Podcast, the panel dissected the growing rift between Musk and Trump, sparked by the Tesla CEO&#8217;s criticism of the tax and spending package that <a href="https://www.benzinga.com/markets/equities/25/05/45536595/big-beautiful-bill-will-explode-the-deficit-and-make-the-rich-richer-congressional-budget-office-estimates-4-income-fall-for-lowest-decile-of-americans-by-2033">adds $3.8 trillion to the deficit</a>.
Friedberg, who was one of the early 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>) executives, defended Musk's frustration, saying, "We are in a debt-death spiral and they [critics of the bill] are absolutely correct. So I don&#8217;t think that Elon is off the reservation when he makes those comments."
See Also:&nbsp;<a href="https://www.benzinga.com/markets/tech/25/07/46267553/elon-musks-tesla-must-embrace-lidar-to-scale-fsd-says-ross-gerber" target="_blank" rel="noreferrer noopener">Elon Musk's Tesla Must Embrace LiDAR To Scale FSD, Says Ross Gerber</a>
He spoke about the importance of government efficiency reforms Musk once pushed through the Department of Government Efficiency (DOGE), noting, "Elon's right with respect to the spending."
Friedberg warned, however, that mutual dependence between MAGA and tech is crucial. "I don't think MAGA can exist successfully without tech alignment. I don't think tech can exist without MAGA."
"I don&#8217;t think that these two can exist in isolation and in conflict with one another," he stated.
Chamath Palihapitiya downplayed the feud, suggesting the alliance would hold. "I think the reality is that when push comes to shove, I think that they agree on more things and they probably disagree."
<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="Big Beautiful Bill, Elon/Trump, Dollar Down Big, Harvard&#039;s Money Problems, Figma IPO" width="500" height="281" src="https://www.youtube.com/embed/PS76GPJAKq0?start=2181&#038;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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Why It's Important: On Saturday, Musk announced on X, "Today, the America Party is formed to give you back your freedom." The tech mogul also criticized the big beautiful bill's fiscal consequences, arguing that the U.S. had become "a one-party system, not a democracy."
<a href="https://www.benzinga.com/news/politics/25/07/46266957/trump-calls-america-party-a-train-wreck-blasts-elon-musk-for-going-completely-off-the-rails-president-says-system-not-designed-for-a-third-player">Trump fired back on</a> Truth Social, ridiculing the idea of a Musk-led third party, calling it a "train wreck." The President said that the system isn't built for third parties and they only bring "Disruption &amp; Chaos."
Musk was one of Trump's largest donors for the 2024 campaign and had headed DOGE before <a href="https://www.benzinga.com/news/politics/25/05/45708460/elon-musks-175-billion-in-doge-cut-falls-far-short-of-the-billionaires-goal-expect-to-achieve-over-time-the-trillion-dollars-of-savings-says-tesla-ceo">stepping down in May</a>.
Benzinga's Edge Stock Rankings indicate that TSLA continues to show a strong upward trend in the short, medium and long term. While its growth ranking is solid, its value score is relatively weaker. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-4/#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">More detailed performance insights are available here</a>.
<figure class="wp-block-image size-full"><img decoding="async" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/07025915/Screenshot-2025-07-07-at-9.52.07%E2%80%AFAM-1.png" alt="" class="wp-image-974159" /></figure>
Photo Courtesy: RKY Photo on Shutterstock.com
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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.

As Elon Musk's Rift With Donald Trump Deepens, Former Google Executive Says MAGA And Tech World Can't Thrive Without Each Other

As Microsoft Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) reels from sweeping layoffs affecting <a href="https://www.benzinga.com/markets/tech/25/07/46226585/microsoft-cuts-9000-jobs-in-second-2025-layoff">9,100 employees</a>, an Xbox executive's suggestion to use AI chatbots for emotional support has ignited fierce backlash online.
What Happened: Last week, Matt Turnbull, a leader at Xbox Game Studios, posted on LinkedIn that laid-off workers could turn to tools like ChatGPT and Copilot to cope with job loss and navigate their next steps.
"At a time when mental energy is scarce, these tools can help get you unstuck faster, calmer and with more clarity," Turnbull wrote.
He also shared prompt suggestions, such as asking AI to act as a career coach, improve resumes, or help reframe imposter syndrome.
His post drew immediate criticism and was later deleted. The backlash was swift across social media platforms, with people calling the advice tone-deaf, particularly in light of Microsoft's <a href="https://www.benzinga.com/25/01/42801720/microsoft-to-invest-80-billion-in-ai-data-centers-for-fiscal-2025">ongoing $80 billion investment</a> in AI infrastructure.
See Also:&nbsp;<a href="https://www.benzinga.com/news/education/25/06/45983347/jensen-huang-gave-12-6-million-to-charity-then-nvidias-stock-made-it-billions" target="_blank" rel="noreferrer noopener">Jensen Huang Gave $12.6 Million To Charity, Then Nvidia&#8217;s Stock Made It Billions</a>
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">The new Severance season is insanely good Matt Turnbull, Executive Producer at Xbox Game Studios Publishing &#8211; after the Microsoft layoffs <a href="https://t.co/MdCbrCQ28F">pic.twitter.com/MdCbrCQ28F</a>
&mdash; Ysqander (@Ysqander) <a href="https://twitter.com/Ysqander/status/1941117997722263903?ref_src=twsrc%5Etfw">July 4, 2025</a></blockquote>
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Matt Turnbull is insane to ask people going through a hard mental crisis to talk to AI. I like AI, but with the reports that AI has been helping a psychosis among people with mental health issues, it is terribly irresponsible.
&mdash; iamglory (@iamglory) <a href="https://twitter.com/iamglory/status/1942067169103376403?ref_src=twsrc%5Etfw">July 7, 2025</a></blockquote>
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Matt Turnbull really told the people who got fired over A.I. to use that same A.I. to find a job &#x1f937; To keep feeding the A.I. info as they got fired for it. <a href="https://t.co/XxnNTB0sGW">https://t.co/XxnNTB0sGW</a> <a href="https://t.co/N3K1Rbwh7h">pic.twitter.com/N3K1Rbwh7h</a>
&mdash; shmeef (@shmeef_) <a href="https://twitter.com/shmeef_/status/1941212937676521684?ref_src=twsrc%5Etfw">July 4, 2025</a></blockquote>
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Why It's Important: The layoffs impact under <a href="https://www.benzinga.com/markets/equities/25/07/46240607/microsoft-slashes-9000-jobs-while-mark-zuckerbergs-meta-poaches-20-million-worth-of-ai-talent-from-openai-investor-warns-of-jealousy-envy-and-helplessness-among-tech-workers-in-silic">4% of Microsoft's global workforce</a>, spanning various teams and regions. Within its gaming division — which includes Candy Crush owner King — Microsoft cut 200 jobs, continuing its workforce downsizing after shedding 6,000 roles in May.
In June, Rivian Automotive, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RIVN#NASDAQ">RIVN</a>) cut about 140 jobs (1% of its workforce), <a href="https://www.benzinga.com/markets/tech/25/07/46199580/microsoft-rivian-intel-slash-jobs-in-june-tech-layoff-spree">mainly in manufacturing</a>.
Bumble, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BMBL#NASDAQ">BMBL</a>) announced it would lay off around 240 employees (30% of its staff) to boost efficiency and fund new product development.
Alphabet Inc.'s (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>) Google reduced its smart TV division by 25% (about 75 jobs) to shift resources toward AI projects.
Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) plans to cut 15–20% of its Foundry division and exit its automotive business to become more efficient.
Benzinga's Edge Stock Rankings show that MSFT maintains a strong upward trend over the short, medium and long term. Its momentum score remains robust, though its value ranking is comparatively weaker. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-4/#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">You can find more detailed performance data here</a>.
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-4/#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img decoding="async" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/07020417/Screenshot-2025-07-07-at-11.32.42%E2%80%AFAM.png" alt="" class="wp-image-974074" /></a></figure>
Check out more of Benzinga's Consumer Tech coverage by&nbsp;<a href="https://www.benzinga.com/topic/consumer-tech" target="_blank" rel="noreferrer noopener">following this link</a>.
Photo Courtesy: katuSka on Shutterstock.com
Read Next:
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<li><a href="https://www.benzinga.com/markets/tech/25/06/46127671/amazon-loses-top-ai-leader-in-high-stakes-talent-shuffle" target="_blank" rel="noreferrer noopener">Amazon Loses Top AI Leader In High-Stakes Talent Shuffle</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.

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