Alphabet Option Alert: Sep 19 $175 Calls at the Bid: 999 vs 4117 OI

Alphabet Option Alert: Sep 19 $175 Calls at the Bid: 999 @ $12.55 vs 4117 OI; Ref=$178.51

Alphabet Option Alert: Sep 19 $185 Calls at the Bid: 1128 vs 4647 OI

Alphabet Option Alert: Sep 19 $185 Calls at the Bid: 1128 @ $7.9 vs 4647 OI; Ref=$178.43

Alphabet Option Alert: Jul 25 $160 Calls Sweep (96) near the Ask: 257 vs 5038 OI; Earnings 7/22 After Close [est] 

Alphabet Option Alert: Jul 25 $160 Calls Sweep (96) near the Ask: 257 @ $21.0 vs 5038 OI; Earnings 7/22 After Close [est] Ref=$179.62

Alphabet Option Alert: Jul 25 $160 Calls Sweep (30) near the Bid: 656 vs 5038 OI; Earnings 7/22 After Close [est] 

Alphabet Option Alert: Jul 25 $160 Calls Sweep (30) near the Bid: 656 @ $21.0 vs 5038 OI; Earnings 7/22 After Close [est] Ref=$179.54

Alphabet Option Alert: Jul 25 $160 Calls Sweep (86) near the midpoint: 675 vs 5038 OI; Earnings 7/22 After Close [est] 

Alphabet Option Alert: Jul 25 $160 Calls Sweep (86) near the midpoint: 675 @ $20.963 vs 5038 OI; Earnings 7/22 After Close [est] Ref=$179.39

Alphabet Option Alert: Sep 19 $210 Calls Sweep (4) near the Bid: 2714 vs 5902 OI; Earnings 7/22 After Close [est] 

Alphabet Option Alert: Sep 19 $210 Calls Sweep (4) near the Bid: 2714 @ $2.105 vs 5902 OI; Earnings 7/22 After Close [est] Ref=$179.44

Alphabet Option Alert: Thu $150 Calls Sweep (331) near the midpoint: 4993 vs 5025 OI; Earnings 7/22 After Close [est] 

Alphabet Option Alert: Thu $150 Calls Sweep (331) near the midpoint: 4993 @ $29.406 vs 5025 OI; Earnings 7/22 After Close [est] Ref=$179.82

Alphabet Option Alert: Jul 18 $75 Calls at the Bid: 50 vs 4 OI; Earnings 7/22 After Close [est] 

Alphabet Option Alert: Jul 18 $75 Calls at the Bid: 50 @ $103.07 vs 4 OI; Earnings 7/22 After Close [est] Ref=$177.86

Alphabet Option Alert: Dec 19 $170 Puts Sweep (40) below Bid!: 6000 vs 1496 OI; Earnings 7/22 After Close [est] 

Alphabet Option Alert: Dec 19 $170 Puts Sweep (40) below Bid!: 6000 @ $10.49 vs 1496 OI; Earnings 7/22 After Close [est] Ref=$176.32

Alphabet (NASDAQ:GOOG) Azioni

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

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul class="wp-block-list">
<li>Barclays slashed Fortive Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FTV#NYSE">FTV</a>) price target from $86 to $58. Barclays analyst Julian Mitchell maintained an Overweight rating. Fortive shares closed at $52.80 on Tuesday. See how other analysts <a href="https://www.benzinga.com/quote/FTV/analyst-ratings">view this stock</a>.</li>
<li>UBS boosted the price target for FMC Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FMC#NYSE">FMC</a>) from $41 to $45. UBS analyst Joshua Spector maintained a Neutral rating. FMC shares closed at $43.30 on Tuesday. See how other <a href="https://www.benzinga.com/quote/FMC/analyst-ratings">analysts view this stock</a>.</li>
<li>B of A Securities raised Crown Holdings, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CCK#NYSE">CCK</a>) price target from $110 to $117. B of A Securities analyst George Staphos maintained a Buy rating. Crown Holdings shares closed at $108.12 on Tuesday. S<a href="https://www.benzinga.com/quote/CCK/analyst-ratings">ee how other analysts view this stock.</a></li>
<li>Truist Securities raised the price target for McDonald&#8217;s Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MCD#NYSE">MCD</a>) from $350 to $356. Truist Securities analyst Jake Bartlett maintained a Buy rating. McDonald&#8217;s shares closed at $291.67 on Tuesday. <a href="https://www.benzinga.com/quote/MCD/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Raymond James increased the price target for Nasdaq, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NDAQ#NASDAQ">NDAQ</a>) from $84 to $96. Raymond James analyst Patrick O&#8217;Shaughnessy maintained an Outperform rating. Nasdaq shares closed at $88.59 on Tuesday. <a href="https://www.benzinga.com/quote/NDAQ/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Piper Sandler cut RxSight, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RXST#NASDAQ">RXST</a>) price target from $18 to $10. Piper Sandler analyst Adam Maeder maintained a Neutral rating. RxSight shares settled at $12.79 on Tuesday. <a href="https://www.benzinga.com/quote/RXST/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Lake Street increased Kura Sushi USA, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KRUS#NASDAQ">KRUS</a>) price target from $62 to $98. Lake Street analyst Mark Smith maintained a Buy rating. Kura Sushi shares closed at $86.78 on Tuesday. <a href="https://www.benzinga.com/quote/KRUS/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Roth Capital cut Ontrak, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/OTRK#NASDAQ">OTRK</a>) price target from $4 to $3. Roth Capital analyst Jonathan Aschoff maintained a Buy rating. Ontrak shares closed at $0.4374 on Tuesday.  <a href="https://www.benzinga.com/quote/OTRK/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Wells Fargo raised the price target for AutoNation, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AN#NYSE">AN</a>) from $187 to $209. Wells Fargo analyst Colin Langan maintained an Equal-Weight rating. AutoNation shares settled at $210.43 on Tuesday. <a href="https://www.benzinga.com/quote/AN/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Oppenheimer raised Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) price target from $200 to $220. Oppenheimer analyst Jason Helfstein maintained an Outperform rating. Alphabet shares closed at $175.16 on Tuesday. <a href="https://www.benzinga.com/quote/GOOG/analyst-ratings">See how other analysts view this stock</a>.</li>
</ul>
Considering buying GOOG stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="590" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/09115009/image-101-1024x590.png" alt="" class="wp-image-978672" style="width:613px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/09115009/image-101-1024x590.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/09115009/image-101-300x173.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/09115009/image-101-768x442.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/09115009/image-101.png 1070w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
Read This Next: 
<ul class="wp-block-list">
<li>T<a href="https://www.benzinga.com/news/25/07/46320283/this-microsoft-analyst-turns-bullish-here-are-top-5-upgrades-for-wednesday">his Microsoft Analyst Turns Bullish; Here Are Top 5 Upgrades For Wednesday</a> </li>
</ul>
Photo via Shutterstock

Price Target

Analyst Ratings

Trading Ideas

KRUS

NDAQ

OTRK

RXST

Alphabet To Rally Around 26%? Here Are 10 Top Analyst Forecasts For Wednesday

<a href="https://comet.perplexity.ai/" title="https://comet.perplexity.ai/">https://comet.perplexity.ai/</a>

SFTBY

Perplexity Launches Web Browser, Comet; Says Beginning Wednesday, Comet Is Available To Perplexity Max Subscribers

<a href="https://www.bloomberg.com/news/articles/2025-07-09/samsung-galaxy-watch-8-galaxy-watch-8-classic-prices-features">https://www.bloomberg.com/news/articles/2025-07-09/samsung-galaxy-watch-8-galaxy-watch-8-classic-prices-features</a>

General

SSNLF

'Samsung Unveils Redesigned Smartwatches With Google's AI Built In'- Bloomberg

<a href="https://techcrunch.com/2025/07/09/google-brings-gemini-to-wear-os-watches-adds-ai-mode-to-circle-to-search/">https://techcrunch.com/2025/07/09/google-brings-gemini-to-wear-os-watches-adds-ai-mode-to-circle-to-search/</a>

'Google brings Gemini to Wear OS watches, adds AI Mode to Circle to Search'- Techcrunch

<ul>
<li>TSLA</li>
<li>UNH</li>
<li>GOOGL</li>
<li>NVDA</li>
<li>GOOG</li>
<li>BULL</li>
<li>GLD</li>
<li>AMZN</li>
<li>INTC</li>
<li>HOOD</li>
</ul>
Data from <a href="https://swaggystocks.com/dashboard/wallstreetbets/ticker-sentiment">https://swaggystocks.com/dashboard/wallstreetbets/ticker-sentiment</a>
&nbsp;

AMZN

BULL

HOOD

INTC

Top 10 Trending Stocks On WallStreetBets As Of July 9, 2025 (Via Swaggy Stocks)

Oppenheimer analyst Jason Helfstein maintains Alphabet (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) with a Outperform and raises the price target from $200 to $220.

Oppenheimer Maintains Outperform on Alphabet, Raises Price Target to $220

The U.S. Supreme Court on Tuesday removed a key legal barrier to President Donald Trump&#8216;s mass federal workforce reduction plans, potentially affecting tens of thousands of government employees while reshaping bureaucratic operations that impact market sectors from defense contracting to regulatory oversight.
What Happened: In a brief, unsigned order, the court ruled the Trump administration was &#8220;likely to succeed&#8221; in arguing that executive orders directing agency downsizing fall within presidential authority, Reuters reported.
The decision overturned San Francisco-based U.S. District Judge Susan Illston&#8216;s May injunction that temporarily blocked large-scale federal layoffs.
The ruling affects multiple agencies, including the Treasury, State, Veterans Affairs, Agriculture, Commerce, and Health and Human Services departments. State Department officials immediately announced plans to resume their reorganization targeting nearly 2,000 employees, according to a Reuters report.
Since January, the Department of Government Efficiency (DOGE) has overseen 260,000 federal worker departures through firings, <a href="https://www.benzinga.com/25/05/45250949/tech-layoffs-get-the-headlines-but-its-uncle-sam-doge-whos-bleeding-workers-in-2025">resignations, and early retirements</a>.
This exceeds the <a href="https://www.benzinga.com/25/05/45250949/tech-layoffs-get-the-headlines-but-its-uncle-sam-doge-whos-bleeding-workers-in-2025">combined 2025 tech sector layoffs</a> from Intel Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</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>), Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), and Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>).
See Also: <a href="https://www.benzinga.com/news/politics/25/07/46313013/trumps-tariff-letters-spark-high-level-of-uncertainity-and-volatility-says-economist-mohamed-el-erian">Trump&#8217;s Tariff Letters Spark &#8216;High Level Of Uncertainty And Volatility,&#8217; Says Economist Mohamed El-Erian</a>
Why It Matters: DOGE has documented $175 billion in cuts against its $1 trillion savings target. The agency has eliminated 27.3% of Health and Human Services staff, 23.5% of Transportation workers, and 13.3% of Defense Department personnel, <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">according to layoff tracking data</a>.
Justice Ketanji Brown Jackson dissented, criticizing the court&#8217;s &#8220;demonstrated enthusiasm for greenlighting this president&#8217;s legally dubious actions in an emergency posture.&#8221; 
The downsizing effort has virtually shuttered the U.S. Agency for International Development and Consumer Financial Protection Bureau, potentially affecting regulatory oversight of financial markets and international trade operations. A Reuters/Ipsos poll found 56% of Americans support federal workforce reduction efforts.
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/macro-economic-events/25/07/46312778/scott-bessent-never-made-time-for-japans-trade-negotiator-says-economist-yet-the-us-ally-got-hit-with-trump-tariffs-how-should-tokyo-make-sense-of-this">Scott Bessent Never &#8216;Made Time&#8217; For Japan&#8217;s Trade Negotiator, Says Economist, Yet The US Ally Got Hit With Trump Tariffs — How Should Tokyo Make Sense Of This?</a></li>
</ul>
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: Shutterstock

Politics

Trump's Federal Job Cuts Gets Supreme Court Go-Ahead: DOGE Outpaces Big Tech In Layoffs Across US Bureaucracy

Future Fund LLC's managing director, Gary Black, thinks Uber Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NYSE">UBER</a>) is best positioned to benefit from the adoption of autonomous driving technologies.
Check out the current price of <a href="https://benzinga.com/quote/uber">UBER stock here</a>.
What Happened: The investor took to X on Tuesday to share his thoughts on Uber.
"Uber is best positioned to benefit from the adoption of unsupervised autonomy," the investor said in his post. He also added that autonomous driving would benefit the company by eliminating "the cost of the driver" from Uber's business model.
The investor also said that the move would "greatly expand" Uber's Total Addressable Market or TAM.
<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"><a href="https://twitter.com/search?q=%24UBER&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$UBER</a> is best positioned to benefit from the adoption of unsupervised autonomy as the cost of the driver is eliminated from UBER's cost structure, which will greatly expand its TAM.
&mdash; Gary Black (@garyblack00) <a href="https://twitter.com/garyblack00/status/1942798544328446397?ref_src=twsrc%5Etfw">July 9, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
Why It Matters: Black's views are in stark contrast to views held by experts like Gerber Kawasaki's co-founder Ross Gerber, who recently said that Uber would be <a href="https://www.benzinga.com/markets/tech/25/07/46289054/uber-is-going-to-get-eaten-alive-by-robotaxis-says-ross-gerber-as-autonomous-driving-gathers-steam">"eaten alive" by Robotaxis</a>.
Uber had partnered up 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>) robotaxi service Waymo to expand <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">its services in Atlanta</a>.
The company also <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">recently invested </a>in autonomous driving company Wayve, which is backed by Japan's SoftBank Group (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SFTBF#OTC">SFTBF</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="207" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/09031731/UBER-1024x207.jpg" alt="" class="wp-image-977791" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/09031731/UBER-1024x207.jpg 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/09031731/UBER-300x61.jpg 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/09031731/UBER-768x155.jpg 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/09031731/UBER-1536x311.jpg 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/09031731/UBER.jpg 1563w" 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&#8217;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>&nbsp;</li>
</ul>
Photo courtesy: DenPhotos / Shutterstock.com

Gary Black Thinks Uber Is 'Best Positioned' To Adopt Autonomous Driving As 'Cost Of The Driver Is Eliminated'

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"> 
<div class="wp-block-embed__wrapper">
<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.
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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.
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</ul>
Photo: DenPhotos via Shutterstock.com

Analyst Color

Reiteration

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>

'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.
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<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;

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: 
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<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

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Date	Put/Call	Strike Price	Exp Date	DTE	Trade Vol	Day Vol	Vol / OI	OI	Trade Type	Sentiment
11:56 AMJul 09, 2025	CALL	$175.00	Sep 19, 2025	71	1354	999	33	4117	TRADE	BULLISH
09:30 AMJul 08, 2025	CALL	$185.00	Sep 19, 2025	71	1	1128	0	4647	TRADE	BEARISH
10:31 AMJul 03, 2025	CALL	$160.00	Jul 25, 2025	15	4133	257	82	5038	SWEEP	BULLISH
10:30 AMJul 03, 2025	CALL	$160.00	Jul 25, 2025	15	1065	656	21	5038	SWEEP	BEARISH
10:29 AMJul 03, 2025	CALL	$160.00	Jul 25, 2025	15	387	675	8	5038	SWEEP	NEUTRAL
09:53 AMJul 03, 2025	CALL	$210.00	Sep 19, 2025	71	2725	2714	46	5902	SWEEP	BEARISH
09:30 AMJul 03, 2025	CALL	$150.00	Jul 03, 2025	-7	1953	4993	39	5025	SWEEP	NEUTRAL
10:49 AMJul 02, 2025	CALL	$75.00	Jul 18, 2025	8	50	50	1250	4	TRADE	BEARISH
09:30 AMJul 02, 2025	PUT	$170.00	Dec 19, 2025	162	0	6000	0	1496	SWEEP	BULLISH

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