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Intel is a leading digital chipmaker, focused on the design and manufacturing of microprocessors for the global personal computer and data center markets. Intel pioneered the x86 architecture for microprocessors and was the prime proponent of Moore's law for advances in semiconductor manufacturing. Intel remains the market share leader in central processing units in both the PC and server end markets. Intel has also been expanding into new adjacencies, such as communications infrastructure, automotive, and the Internet of Things. Further, Intel expects to leverage its chip manufacturing capabilities into an outsourced foundry model where it constructs chips for others.

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Valutazioni a confronto: come l&#39;innovazione ha creato un divario da 3 trilioni nel futuro dei semiconduttori.

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Computex 2025: Nvidia guida la rivoluzione dell&#39;intelligenza artificiale

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Intel Corp

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Intel Corp&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) volume of processors it plans to produce for external customers using its <a target="_blank" href="https://www.benzinga.com/topic/chip-stocks" rel="noreferrer noopener">upcoming manufacturing technology</a> is insignificant, Reuters reported on Tuesday, citing CFO David Zinsner at JP Morgan&#8217;s Global Technology, Media and Communications conference.
The chipmaker struggled to progress with its 18A and latest 14A chip manufacturing technologies.
Zinsner told Reuters that the Intel foundry is on track to break even in 2027 and would require external customers to generate low to mid-single digit billions in revenue to accomplish that.
Also Read: <a target="_blank" href="https://www.benzinga.com/media/25/04/45079217/intel-ramps-up-new-chip-tech-to-take-on-taiwan-semiconductors-global-lead" rel="noreferrer noopener">Intel Ramps Up New Chip Tech To Take On Taiwan Semiconductor&#8217;s Global Lead</a>
Intel stock plunged over 31% in the last 12 months. It failed to <a href="https://www.benzinga.com/media/25/04/45008023/intel-weighs-taiwan-semiconductor-partnership-to-boost-chip-game" target="_blank" rel="noreferrer noopener">capitalize on the</a> shift to artificial intelligence accelerators, similar to Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>). 
Intel fired its chief Pat Gelsinger in 2024 after his turnaround plan to take on Taiwan Semiconductor failed to impress the board. Intel struggled as rivals Advanced Micro Devices, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) and Nvidia captured market share in data centers, AI, and GPUs.
Intel reported <a target="_blank" href="https://www.benzinga.com/news/earnings/earnings-beats/25/04/45016595/intel-shares-slide-as-tariff-jitters-cloud-outlook-analysts-see-more-challenges-despite-new-ceo-initiatives" rel="noreferrer noopener">first-quarter revenue</a> of $12.7 billion, down 11% sequentially and 1% year-on-year, although it beat consensus of $12.2 billion. At the midpoint, the company guided to second-quarter revenue of $11.8 billion, significantly missing the consensus estimate of $12.8 billion.
Wall Street analysts cut their price targets on Intel after its first-quarter results, citing the beat as being driven by &#8220;customers purchasing ahead of potential tariffs,&#8221; which could impact demand in the second quarter. They also mentioned management concerns over an increasingly uncertain economic landscape.
Price Actions: On Thursday, INTC stock closed at $21.55.
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Photo by Tupungato via Shutterstock

Intel CFO Says New Chip Output For Clients Will Be Minimal, Eyes Foundry Breakeven By 2027

Back in 2009, Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) was a modest $5 billion chipmaker, overshadowed by Intel Corp's (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) $90 billion dominance.
Fast forward 16 years and Nvidia's market cap has skyrocketed to $3.3 trillion &#8211; making it 35 times more valuable than Intel's $95 billion. This extraordinary surge reflects Nvidia's transformation from a niche graphics card producer to the beating heart of the AI revolution.
Its GPUs now power everything from data centers to autonomous vehicles, fueling investor enthusiasm and a massive re-rating.
Read Also: <a href="https://www.benzinga.com/25/05/45433051/jim-cramer-says-gulf-countries-will-become-the-largest-hyperscalers-in-the-world-following-ai-deals">Jim Cramer Says Gulf Countries Will Become &#8216;Largest Hyperscalers In The World&#8217; After Nvidia&#8217;s 18,000 Blackwell Chip Deal</a>
<h2 class="wp-block-heading">Valuation Dynamics: Growth Premium Vs. Legacy Drag</h2>
Nvidia's current P/E ratio of <a href="https://fullratio.com/stocks/nasdaq-nvda/pe-ratio">45.6</a>, though high by traditional standards, actually sits below its 10-year average of 52.6, signaling that investors still see room for growth. 
Its forward P/E of 31.4 and PEG ratio under two reinforce this bullish outlook.
Meanwhile, Intel struggles with a negative earnings yield and a sky-high forward P/E of 80, reflecting challenges in regaining its footing. 
Intel's dated product lineup and execution issues contrast sharply with Nvidia's innovation-led momentum.
<h2 class="wp-block-heading">Looking Ahead: Earnings, Expectations, And The Future Of Chips</h2>
With Nvidia's first quarter earnings due May 28, the market is watching closely for signs of sustained growth amid a recent 20% monthly pullback. 
For Intel, the road ahead looks steeper as it struggles to catch up in AI and advanced manufacturing.
Ultimately, the 35x valuation gap isn't just about current profits &#8211; it's a market verdict on which company is shaping the future of computing. For now, Nvidia continues to lead the charge.
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Photo: Shutterstock

Nvidia Now Worth 35x Intel After 16-Year Surge And Valuation Gap Keeps Growing

The annual Computex trade show, the first major tech gathering in Asia since President Donald Trump proposed <a href="https://www.benzinga.com/government/regulations/25/05/45368852/trump-lowers-de-minimis-tariff-on-chinese-imports-from-120-to-54-pauses-200-postal-fee-amid-90-day-trade-shift">sweeping reciprocal tariffs on Chinese goods</a> in April, is expected to draw 1,400 exhibitors and top executives from across industries.
What Happened: Nvidia Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) CEO Jensen Huang, who last year sparked "Jensanity" among attendees, will headline this year's show, which will run from May 20–23 in Taipei, reported Reuters.
His keynote is expected to spotlight Nvidia's deepening partnerships with Taiwanese firms like Foxconn and Quanta.&nbsp;
Other major players like Qualcomm Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>), Advanced Micro Devices Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) and MediaTek will also showcase AI advancements.
See Also: <a href="https://www.benzinga.com/tech/25/05/45309175/nvidia-modifies-h20-chip-for-china-after-us-restrictions-block-sales-aims-to-deliver-new-version-by-july-report">Nvidia Modifies H20 Chip For China After US Restrictions Block Sales, Aims To Deliver New Version By July: Report</a>
Intel Corp&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) new CEO, Lip-Bu Tan, is not scheduled to speak publicly at Computex this year but will instead host a private dinner with Taiwanese partners, the report noted.
Why It's Important: At Computex 2024, Huang praised Nvidia's deep ties with Taiwan, calling it the birthplace of the company's innovations. He also introduced Nvidia Inference Micro Services (NIMS) and said the next wave of AI is "physical AI."
His keynote received <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/06/39130128/nvidia-ceo-jensen-huang-mesmerizes-analysts-market-watchers-with-computex-keynote-w">rave reviews from industry voices</a>. CNBC's Jim Cramer called it "the future," while analyst Pierre Ferragu hailed it as Huang's "best keynote ever."
Subscribe to the&nbsp;<a href="https://bztechtrends.beehiiv.com/subscribe" target="_blank" rel="noreferrer noopener">Benzinga Tech Trends newsletter</a>&nbsp;to get all the latest tech developments delivered to your inbox.
Price Action: Nvidia shares rose 0.64% to $136.21 in after-hours trading, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a>.
Benzinga Edge Stock Rankings awarded Nvidia a strong growth score of 95%. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">Click here to see how it compares to other major tech players</a> like Qualcomm, AMD and Intel.
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/quote/NVDA"><img decoding="async" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/14220007/Screenshot-2025-05-15-at-7.30.00%E2%80%AFAM.png" alt="" class="wp-image-915846" /></a></figure>
Check out more of Benzinga&#8217;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: Hepha1st0s 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.

Nvidia CEO Jensen Huang Expected To Unveil New AI Alliances At Computex 2025 As Geopolitical Pressures Persist Over Tech Sector

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Shares of semiconductor and chip stocks are trading higher as investors assess US-China trade progress and Saudi Arabia deals.

Advanced Micro Devices, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) <a href="https://www.benzinga.com/pressreleases/25/05/g45374688/amd-unveils-epyc-4005-series-processors-delivering-workload-optimized-solutions-for-entry-level-en" target="_blank" rel="noreferrer noopener">announced the launch</a> of AMD EPYC 4005 Series processors on Tuesday.
These purpose-built processors enable right-sized solutions with enterprise-class features and leadership performance for small and medium businesses and hosted IT service providers.
AMD EPYC 4005 Series CPUs deliver the performance, features, and efficiency growing businesses need to power everything from enterprise applications and virtualized environments to dedicated, all-day hosted services in the cloud.
Also Read: <a href="https://www.benzinga.com/25/05/45260942/amd-shifts-chip-orders-to-taiwan-semiconductor-dropping-samsung-in-big-manufacturing-move" target="_blank" rel="noreferrer noopener">Advanced Micro Devices Drops Samsung, Shifts Chip Orders To Taiwan Semiconductor</a>
Utilizing the AM5 socket used for the AMD EPYC 4004 Series CPUs, the EPYC 4005 Series delivers an innovative compute solution for a broad set of enterprise-class form factors like servers, blades, and towers.
AMD EPYC 4005 Series processors enable various broadly deployed enterprise solutions.
Leading partners and customers support them, including Altos, ASRock Rack, Gigabyte, Lenovo (OTC:<a class="ticker" href="https://www.benzinga.com/stock/LNVGY#OTC">LNVGY</a>), and Super Micro Computer, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>).
AMD stock plunged over 27% in the last 12 months amid intense rivalry with Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) for GPU market share.
AMD reported <a target="_blank" href="https://www.benzinga.com/news/earnings/25/05/45237261/amd-q1-earnings-revenue-eps-beat-driven-by-expanding-data-center-ai-momentum-chipmaker-expects-strong-growth-in-2025" rel="noreferrer noopener">first-quarter revenue</a> of $7.44 billion, up 36%, beating&nbsp;analyst estimates of $7.13 billion. The chipmaker reported first-quarter adjusted earnings of 96 cents per share, beating analyst estimates of 94 cents per share.
AMD expects second-quarter revenue of approximately $7.4 billion, plus or minus $300 million. Analysts are currently forecasting second-quarter revenue of $7.24 billion.
Wall Street analyst <a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/05/45264199/amd-market-position-is-the-best-in-the-companys-history-says-analyst" target="_blank" rel="noreferrer noopener">highlighted the company&#8217;s</a> gross margin expansion to 54%, expecting strong sequential growth in the Client and Gaming segments. BofA Securities analyst Vivek Arya highlighted &#8220;multiple growth cylinders&#8221; and continued market share gains in PC/server CPU against Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>). 
Price Action: AMD stock is trading up 3.34% to $111.73 at the last check on Tuesday.
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Image by sdx15 via Shutterstock

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Watching Intel; Intel CFO At JP Morgan Conference Call Reportedly Says Foundry Unit On Track To Hit Break-Even Sometime In 2027; Foundry Unit Needs To Generate Low To Mid-Single Digit Billions In Revenue From External Customers To Break-even

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Watching Intel; Intel CFO At JP Morgan Conference Call Reportedly Says"Fair Assessment" That New CEO Lip-Bu Tan Isn't Thinking About Making "Massive Changes" At Co;  "Committed Volume Is Not Significant" Right Now For Latest 14a Manufacturing Technology; Foundry Unit Will Derive Revenue In Second Half Of The Year From Advanced Manufacturing;

Intel Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) shares are trading higher Monday after the U.S. and China agreed to a temporary reduction in most tariffs on <a href="https://www.benzinga.com//node/45352452">each other&#8217;s goods</a>.
What To Know: According to <a href="https://www.npr.org/2025/05/12/nx-s1-5395027/us-china-tariffs-deal-trade-war-beijing-washington">NPR</a>, the deal will drop U.S. tariffs on Chinese goods from 145% to 30% and Chinese duties on U.S. imports from 125% to 10% for a three-month period.
On the U.S. side, the talks were led by Trade Representative Jamieson Greer and Treasury Secretary Scott Bessent, while Vice Premier He Lifeng led the discussions for China.
Bessent said at a press conference that, &#8220;We concluded that we have shared interests, and we both have an interest in balanced trade.&#8221; In addition, Greer stated that there is a &#8220;positive path forward&#8221; on the two countries working to combat fentanyl smuggling.
The updated U.S. tariff levels include a base 10% tariff on all imports, along with an additional 20% tariff introduced earlier this year by President Donald Trump in response to allegations that China is producing chemicals linked to fentanyl.
The U.S. is reportedly now in talks with China to increase its purchases of American goods.
Intel stock may be trading higher as a reduction in tariffs could alleviate some supply chain concerns and improve macro sentiment as well as demand visibility. Other chip stocks, including Advanced Micro Devices, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), are also trading higher following the news.
Notably, sales from China accounted for about 30% of Intel&#8217;s <a href="https://seekingalpha.com/news/4432161-intel-faces-potentially-significant-impact-from-chinas-import-tariffs-wells-fargo">revenue in 2024.</a>
See Also: <a href="https://www.benzinga.com/25/05/45353407/ramit-sethi-identifies-two-key-traits-of-people-who-are-growing-their-finances-you-think-in-percentages-and-strategy">Ramit Sethi Identifies Two Key Traits Of People Who Are Growing Their Finances: &#8216;You Think In Percentages And Strategy&#8217;</a>
INTC Price Action: At the time of writing, Intel shares are trading 3.91% higher at $22.25, according to data from <a href="https://www.benzinga.com/pro/login">Benzinga Pro</a>.
Image: via Shutterstock

Intel Stock Is Rising Monday: What's Going On?

Shares of chip stocks are higher after the US and China agreed to a temporary reduction in most tariffs on each other's goods. A reduction in tariffs could alleviate some supply chain concerns and improve macro sentiment as well as demand visibility.

Decades after Intel Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) walked away from Morris Chang's pitch to co-invest in Taiwan Semiconductor Manufacturing Co. Ltd (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), the Taiwanese chip giant has skyrocketed past Intel in market value.
What Happened: In a 2014 <a href="https://www.youtube.com/watch?v=wEh3ZgbvBrE&amp;ab_channel=StanfordOnline">lecture</a> at Stanford University, Chang, the founder of TSMC, shared the remarkable backstory of how he secured funding for what would become the world's largest dedicated chip foundry.
At the time, Chang was tasked with piecing together financing, with the Taiwanese government promising up to 50% of the initial investment — if Chang could secure the other half from private investors, ideally a major global tech partner.
Chang approached several industry giants, including Intel, Toshiba, Hitachi, and Sony. While Intel initially showed some interest, the conversations ultimately ended in rejection.
See Also: <a href="https://www.benzinga.com/tech/25/03/44298588/lip-bu-tan-got-high-praise-from-tsmc-founder-morris-chang-for-saving-cadence-from-pretty-big-trouble-will-the-magic-work-at-the-new-intel">Lip-Bu Tan Got High Praise From TSMC Founder Morris Chang For Saving Cadence From &#8216;Pretty Big Trouble&#8217; — Will The Magic Work At The &#8216;New&#8217; Intel</a>
Chang recalled how Intel's then-executive Craig Barrett met with him twice but eventually said no, saying the company wasn't interested.
"The only company that appeared to be genuinely interested was Philips," Chang recounted. While he had hoped for a stronger technology partner, Chang settled for Philips, which invested 28%. With the Taiwanese government's 48% and additional funds from local investors, TSMC was officially launched in 1987.
Subscribe to the&nbsp;<a href="https://bztechtrends.beehiiv.com/subscribe" target="_blank" rel="noreferrer noopener">Benzinga Tech Trends newsletter</a>&nbsp;to get all the latest tech developments delivered to your inbox.
Why It's Important: Fast forward to today, and the contrast between TSMC and Intel's fortunes couldn't be starker.
As of May 2025, TSMC boasts a market capitalization of $908.78 billion, ranking as the world's 11th most valuable company, while Intel lags far behind with a market cap of $91.60 billion, sitting at 206th place globally.
TSMC, which <a href="https://www.benzinga.com/insights/options/25/02/43886929/taiwan-semiconductor-options-trading-a-deep-dive-into-market-sentiment">went public as an ADR</a> in the U.S. in 1997, now controls over 60% of the global chip foundry market. It counts powerhouse clients like Apple Inc., Advanced Micro Devices, and Nvidia Corporation, leveraging process technologies and benefiting from the fabless chip model that has reshaped the semiconductor landscape.
Meanwhile, Intel has <a href="https://www.benzinga.com/markets/equities/24/12/42378342/intel-stock-is-where-it-was-27-years-ago-how-the-worlds-leading-chipmaker-lost-the-plot-thrice">struggled to maintain</a> its former dominance. Over the past five years, Intel's stock has fallen more than 64% (whereas TSMC has gained BY 231.17%), losing ground not only in its traditional x86 stronghold but also in emerging areas like smartphone chips and AI, where Nvidia has surged ahead.
At Intel's first-quarter 2025 earnings call, new CEO Lip-Bu Tan admitted, "Clearly, there are no quick fixes," as the company works through a <a href="https://www.benzinga.com/markets/25/04/45000866/intel-stock-has-fallen-nearly-64-in-5-years-now-ceo-lip-bu-tan-says-clearly-there-are-no-quick-fixes-but-investors-should-stay-tuned">multi-year transformation</a> plan aimed at regaining competitiveness in AI, GPUs, and edge computing.
But the bigger story today is how TSMC has far outpaced Intel's market value and global influence.
With TSMC sitting atop the global semiconductor supply chain and Intel working hard to stage a turnaround, the once-dismissed foundry model now stands as a defining force in the future of chips.
Read Next:
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Photo Courtesy: jamesonwu1972 On Shutterstock.com
Disclaimer:&nbsp;This content was partially produced with the help of&nbsp;<a href="https://www.benzinga.com/author/benzinga-neuro" target="_blank" rel="noreferrer noopener">Benzinga Neuro</a>&nbsp;and was reviewed and published by Benzinga editors.

Morris Chang Once Talked About How Intel Turned Down His Vision For TSMC — Fast Forward To Today And The Taiwanese Chipmaker Has Outgrown Intel In Market Value By Hundreds Of Billions

Palantir Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NYSE">PLTR</a>) has emerged as the brightest star of the S&amp;P 500 over the past year, but its meteoric rise — up 440% in twelve months and 53% year-to-date through May 9 — is now confronting a valuation wall that even the hardest bulls <a href="https://www.benzinga.com/topic/expert-ideas">are struggling to justify.</a>
<h3 class="wp-block-heading">Is Palantir Trading At Bubble-Like Valuations: How High Is Too High?</h3>
With shares closing at $115 on Friday and peaking at a record $125 this week, Palantir is now trading at 500 times trailing twelve-month earnings, an outlier among all companies in the S&amp;P 500 and Nasdaq 100. 
That's nearly triple the valuation of most AI-linked stocks and more than 14 times higher than tech heavyweights like Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and Microsoft Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NYSE">MSFT</a>), which trade at price-to-earnings ratios of 37x and 32x, respectively.
While many would argue that Palantir is a bet on the future rather than the past, even when factoring in projected earnings, the valuation picture remains extreme.
Palantir trades 190 times forward earnings, raising red flags that the price has disconnected from even the most optimistic projections.
<h3 class="wp-block-heading">Most Expensive S&amp;P 500 Stocks By Trailing P/E</h3>
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<table class="has-fixed-layout">
<thead>
<tr>
<th>Company</th>
<th>P/E (Last Twelve Months)</th>
</tr>
</thead>
<tbody>
<tr>
<td>Palantir Technologies Inc.</td>
<td>484.6x</td>
</tr>
<tr>
<td>Dayforce Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DAY#NYSE">DAY</a>)</td>
<td>343.5x</td>
</tr>
<tr>
<td>CoStar Group Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSGP#NASDAQ">CSGP</a>)</td>
<td>257.3x</td>
</tr>
<tr>
<td>DoorDash Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DASH#NASDAQ">DASH</a>)</td>
<td>227.6x</td>
</tr>
<tr>
<td>Iron Mountain Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IRM#NYSE">IRM</a>)</td>
<td>227.2x</td>
</tr>
<tr>
<td>Ventas Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VTR#NYSE">VTR</a>)</td>
<td>194.0x</td>
</tr>
<tr>
<td>Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>)</td>
<td>164.7x</td>
</tr>
<tr>
<td>Axon Enterprise Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AXON#NASDAQ">AXON</a>)</td>
<td>158.1x</td>
</tr>
<tr>
<td>Digital Realty Trust Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DLR#NYSE">DLR</a>)</td>
<td>148.7x</td>
</tr>
</tbody>
</table>
</figure>
<h3 class="wp-block-heading">Most Expensive S&amp;P 500 Stocks By Forward P/E</h3>
<figure class="wp-block-table is-style-stripes"> 
<table class="has-fixed-layout">
<thead>
<tr>
<th>Company Name</th>
<th>P/E (Next Twelve Months)</th>
</tr>
</thead>
<tbody>
<tr>
<td>Palantir Technologies Inc.</td>
<td>189.2x</td>
</tr>
<tr>
<td>Ventas Inc. </td>
<td>149.8x</td>
</tr>
<tr>
<td>Tesla Inc. </td>
<td>140.8x</td>
</tr>
<tr>
<td>Digital Realty Trust Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DLR#NYSE">DLR</a>)</td>
<td>138.3x</td>
</tr>
<tr>
<td>CrowdStrike Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWD#NASDAQ">CRWD</a>)</td>
<td>118.4x</td>
</tr>
<tr>
<td>Axon Enterprise Inc. </td>
<td>110.6x</td>
</tr>
<tr>
<td>Intel Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>)</td>
<td>92.4x</td>
</tr>
<tr>
<td>Welltower Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WELL#NYSE">WELL</a>)</td>
<td>86.0x</td>
</tr>
</tbody>
</table>
</figure>
<h3 class="wp-block-heading">The Bullish Case Still Has A Pulse</h3>
Despite this, investor enthusiasm remains sky-high. The company's ability to secure lucrative defense contracts and its reputation as an artificial intelligence leader has driven continued demand for the stock, even during broader market corrections.
Palantir notably held its ground during the April selloff triggered by the Donald Trump&#8216;s tariff escalation, never breaching its 200-day moving average.
Larry Tentarelli, Chief Technical Strategist at Blue Chip Daily Trend Report, said Palantir &#8220;remains our top-ranked technology sector stock,&#8221; citing its technical strength and AI leadership.
Tentarelli said the recent earnings quarter confirmed their view and suggested any consolidation in the $100–$110 range could offer a new buying opportunity. &#8220;We view this stock as a buy here or on pullbacks,&#8221; he said.
His firm maintains a long position and sees Palantir as dominant in its niche government and commercial AI applications.
<h3 class="wp-block-heading">Palantir&#8217;s Analyst Consensus: Caution Ahead</h3>
Out of 25 accredited analysts covering the stock, only one rates it a &#8216;Strong Buy&#8217; and just three rate it &#8216;Buy&#8217;. The overwhelming consensus is to &#8216;Hold&#8217;, with the median price target 18% below current levels.
Goldman Sachs&#8217; analyst Gabriela Borges, CFA maintained a &#8216;Neutral&#8217; rating this week and raised her 12-month price target to $90, still 22% below the current price.
&#8220;Our positive view of Palantir&#8217;s growth is balanced by longer-term ecosystem risks – the industry moving from peak custom to more off-the-shelf adoption – and the stock&#8217;s premium valuation,&#8221; Borges said.
She highlighted Palantir&#8217;s enterprise value-to-sales multiple at 81x, far exceeding the sector average of 12x, and its growth-adjusted EV/sales ratio (the so-called Rule of 40) at 0.97x, compared to just 0.28x for comparable software companies growing 20% or more.
While fundamentals are struggling to keep pace with price momentum, Palantir's rally shows no immediate signs of collapse. Still, unless earnings growth or profitability scales up dramatically, the company may be heading toward a painful reckoning. Read now: 
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Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) is developing new chips that could intensify its rivalry with Meta Platforms Inc.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) <a target="_blank" href="https://www.benzinga.com/topic/smart-glasses" rel="noreferrer noopener">Ray-Ban glasses</a>.
Meta&#8217;s latest <a target="_blank" href="https://www.benzinga.com/news/24/06/39449125/apple-glass-potential-competitor-to-ray-ban-meta-smart-glasses-may-take-longer-to-develop-report" rel="noreferrer noopener">Ray-Ban smart glasses</a>,&nbsp;launched in September, start at $299 and feature Meta AI, a camera, call-making capabilities, and built-in speakers.
The iPhonemaker&#8217;s chips will serve as the brains for devices, including its first smart glasses, Macs, and artificial intelligence servers, Bloomberg <a target="_blank" href="https://www.bloomberg.com/news/articles/2025-05-08/apple-is-developing-specialized-chips-for-glasses-new-macs-and-ai-servers?sref=TBDibEcD" rel="noreferrer noopener">reported</a> on Thursday.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/04/44599475/meta-is-planning-to-drop-1000-smart-glasses-to-disrupt-apples-ar-ambitions-report" rel="noreferrer noopener">Meta Planning To Drop $1,000 Smart Glasses With Hand Gesture Control As It Takes On Apple: Report</a>
Apple&#8217;s silicon team, which is developing the chips, assumed importance after it dumped&nbsp;Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) processors for its in-house Mac chips in 2020.
The glasses processor is based on Apple Watch chips, which require less energy than the ones in iPhones, iPads, and Macs. The processor will be able to control the glasses&#8217; multiple cameras.
Apple targets the commercialization of the processor by 2026 or 2027.
Apple is exploring non-AR glasses that use cameras to scan the surrounding environment and rely on AI to assist users.
<a target="_blank" href="https://www.benzinga.com/markets/25/02/43521639/apples-m5-chip-enters-mass-production-set-to-power-upcoming-macbook-pro-ipad-pro-and-vision-pro-report" rel="noreferrer noopener">February reports indicated</a> that the M5 chip, likely to power&nbsp;Apple&#8217;s&nbsp;upcoming&nbsp;MacBook Pro, iPad Pro, and&nbsp;Vision Pro, has&nbsp;entered mass production.
The Vision Pro will likely benefit most from the M5 chip, especially with the addition of Apple Intelligence features to the spatial computer, which the current M2-powered model lacks. The M5 chip will likely leverage the 3nm N3P architecture.
It is worth noting that Meta sold 1 million sets of its Ray-Ban glasses in 2024 and its aggregate virtual and augmented reality&nbsp;investment will likely surpass <a target="_blank" href="https://www.benzinga.com/25/02/43442424/meta-outspends-apple-and-amazon-on-arvr-betting-big-on-future-of-smart-glasses-and-ai" rel="noreferrer noopener">$100 billion in 2025</a>.
Price Action: AAPL shares are trading higher by 0.41% at $198.29 at last check on Friday.
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Rep. Marjorie Taylor Greene (R-Ga.) has been actively buying stocks in 2025, including transactions that may have been perfectly timed<a href="https://www.benzinga.com/politics/25/04/44852406/marjorie-taylor-greene-brushes-off-stock-buying-criticism-says-portfolio-manager-bought-the-dip"> during a market dip.</a>
Here's the latest transactions made by the congresswoman in early May.
What Happened: Greene was ranked as the 24th best-performing member of Congress based on their trades in 2024. The Congresswoman gained 30.2% for the year, <a href="https://www.benzinga.com/25/01/42860759/10-best-stock-traders-in-congress-in-2024-where-do-nancy-pelosi-pete-sessions-susan-collins-marjorie-taylor-greene-rank">outperforming the S&amp;P 500 </a>gain of 24.9%.
With new trades placed throughout the early months of 2025, Greene could see huge returns again during the year.
Here are her most recent trades made on May 5, as shown on the <a href="https://www.benzinga.com/gov-trades/?utm_source=BZprocontent050725">Benzinga Government Trades page</a>. All purchases made were listed as between $1,001 to $15,000 unless otherwise indicated.
<ul>
<li>Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>)</li>
<li>AbbVie (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ABBV#NYSE">ABBV</a>)</li>
<li>Adobe Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ADBE#NASDAQ">ADBE</a>)</li>
<li>Applied Materials (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMAT#NASDAQ">AMAT</a>)</li>
<li>Advanced Micro Devices (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>)</li>
<li>Amazon.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>)</li>
<li>American Express (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AXP#NYSE">AXP</a>)</li>
<li>Boeing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>)</li>
<li>Bank of America (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAC#NYSE">BAC</a>)</li>
<li>BHP Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BHP#NYSE">BHP</a>)</li>
<li>BP (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BP#NYSE">BP</a>)</li>
<li>Berkshire Hathaway Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRK#NYSE">BRK</a>)</li>
<li>Blackstone Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BX#NYSE">BX</a>)</li>
<li>Cardinal Health (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CAH#NYSE">CAH</a>)</li>
<li>Caterpillar (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CAT#NYSE">CAT</a>)</li>
<li>Cummins Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMI#NYSE">CMI</a>)</li>
<li>Chevron Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVX#NYSE">CVX</a>)</li>
<li>Dell Technologies (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>)</li>
<li>Digital Realty Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DLR#NYSE">DLR</a>)</li>
<li>Duke Energy (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DUK#NYSE">DUK</a>)</li>
<li>Devon Energy (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DVN#NYSE">DVN</a>)</li>
<li>FedEx Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FDX#NYSE">FDX</a>)</li>
<li>Frontline PLC (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FRO#NYSE">FRO</a>)</li>
<li>Gilead Sciences (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GILD#NASDAQ">GILD</a>): two separate purchases of $1,001 to $15,000</li>
<li>Corning Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GLW#NYSE">GLW</a>)</li>
<li>Alphabet Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>)</li>
<li>Goldman Sachs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GS#NYSE">GS</a>)</li>
<li>Home Depot (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HD#NYSE">HD</a>)</li>
<li>The Hershey Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HSY#NYSE">HSY</a>)</li>
<li>Intel Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>)</li>
<li>Johnson &amp; Johnson (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JNJ#NYSE">JNJ</a>)</li>
<li>JPMorgan Chase (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JPM#NYSE">JPM</a>)</li>
<li>Kinder Morgan (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KMI#NYSE">KMI</a>)</li>
<li>Eli Lilly And Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LLY#NYSE">LLY</a>)</li>
<li>MercadoLibre (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MELI#NASDAQ">MELI</a>)</li>
<li>Meta Platforms (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>)</li>
<li>Merck Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MRK#NYSE">MRK</a>)</li>
<li>Morgan Stanley (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MS#NYSE">MS</a>)</li>
<li>Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>)</li>
<li>NextEra Energy (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NEE#NYSE">NEE</a>)</li>
<li>ServiceNow Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NOW#NASDAQ">NOW</a>)</li>
<li>Norfolk Southern (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NSC#NYSE">NSC</a>): two separate purchases of $1,001 to $15,000</li>
<li>NVIDIA Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)</li>
<li>Old Dominion Freight Line (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ODFL#NASDAQ">ODFL</a>)</li>
<li>Occidental Petroleum (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OXY#NYSE">OXY</a>): two separate purchases of $1,001 to $15,000</li>
<li>Palo Alto Networks (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>)</li>
<li>Paychex Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PAYX#NASDAQ">PAYX</a>)</li>
<li>Impinj Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PI#NASDAQ">PI</a>)</li>
<li>Qualcomm Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>)</li>
<li>Starbucks Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SBUX#NASDAQ">SBUX</a>)</li>
<li>Charles Schwab Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SCHW#NYSE">SCHW</a>)</li>
<li>Tesla Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>)</li>
<li>United Parcel Service (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UPS#NYSE">UPS</a>)</li>
<li>Visa Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/V#NYSE">V</a>)</li>
<li>Walmart Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WMT#NYSE">WMT</a>)</li>
</ul>
In total, that's more than 50 different stocks bought and disclosed by Greene in the latest filing. Based on the purchase range of $1,001 to $15,000, this would make the transaction range over $50,000 and up to more than $800,000.
Read Also: <a href="https://www.benzinga.com/politics/25/04/45077654/bill-named-after-nancy-pelosi-could-ban-congress-members-from-trading-stocks-what-you-need-to-know-about-the-pelosi-act">Bill Named After Nancy Pelosi Could Ban Congress Members From Trading Stocks: What You Need To Know About The &#8216;PELOSI&#8217; Act</a>
Why It's Important: Members of Congress are allowed to buy and sell stocks as long as they properly disclose the transaction.
The process has drawn scrutiny from the public and retail investors as members of Congress could have inside information and time their trades accordingly. Committee assignments in particular, often draw red flags from investors.
Greene serves on the House Committee on Oversight and Accountability and the House Committee on Homeland Security with several subcommittee appointments. The congresswoman's past trade in technology and cybersecurity stocks has drawn attention with her role within Homeland Security.
Greene&#8217;s past trades of Palantir Technologies and a<a href="https://www.benzinga.com/25/03/44255172/marjorie-taylor-greene-buys-more-bitcoin-etf-shares-ahead-of-trumps-strategic-reserve-executive-order"> Bitcoin ETF </a>have drawn criticism along with the timing of her trades, as she is a close ally to President Donald Trump. 
When asked previously about buying stocks earlier this year that soared days later after Trump announced a pause to tariffs, Greene<a href="https://www.benzinga.com/politics/25/04/44852406/marjorie-taylor-greene-brushes-off-stock-buying-criticism-says-portfolio-manager-bought-the-dip"> brushed aside the criticism.</a>
&#8220;I think that criticism is laughable. President Trump has been talking about tariffs for decades,&#8221; Greene told reporters when asked about the trades at a recent town hall event in Georgia in a clip <a href="https://x.com/unusual_whales/status/1912456434081480777" target="_blank" rel="noreferrer noopener">shared </a>by Unusual Whales. The congresswoman used the opportunity to boast about her stock performance, which ranked her as one of the top trading members of Congress in 2024.
&#8220;I don&#8217;t place my buys and sells," Greene said, citing an agreement she has with her portfolio manager, who handles all the buying and selling of stocks. &#8220;He did a great job. Guess what he did. He bought the dip. And that&#8217;s what anybody that has financial sense does."
Greene also said her portfolio manager did not have inside information, everything was public and a potential tariff pause wasn&#8217;t a secret.
Sen. Josh Hawley (R-Mo.) has reintroduced legislation that would ban members of Congress from trading or holding individual stocks.
The bill is known as the Preventing Elected Leaders from Owning Securities and Investments Act, or PELOSI Act based on the first letter of each of the main words. The name takes aim at the congresswoman and former Speaker of the House Nancy Pelosi (D-Calif.).  
&#8220;Members of Congress should be fighting for the people they were elected to serve — not day trading at the expense of their constituents,&#8221; Hawley&nbsp;<a href="https://www.hawley.senate.gov/hawley-reintroduces-pelosi-act-to-ban-congress-from-trading-stocks/" target="_blank" rel="noreferrer noopener">said</a>. &#8220;Americans have seen politician after politician turn a profit using information not available to the general public.&#8221;
Hawley said the bill will help &#8220;restore Americans&#8217; trust in our nation&#8217;s legislative body.&#8221;
Hawley&#8217;s bill is being reintroduced as President&nbsp;Donald Trump&nbsp;<a href="https://time.com/7280114/donald-trump-2025-interview-transcript/" target="_blank" rel="noreferrer noopener">said&nbsp;</a>he would support such a ban.
&#8220;Well, I watched Nancy Pelosi get rich through insider information, and I would be okay with it. If they send it to me, I would do it,&#8221; Trump told TIME.
Trump said he would sign the ban if the bill passes Congress.
While Pelosi makes headlines for her trades, it&#8217;s important to remember that<a href="https://www.benzinga.com/politics/25/04/44852406/marjorie-taylor-greene-brushes-off-stock-buying-criticism-says-portfolio-manager-bought-the-dip" target="_blank" rel="noreferrer noopener">&nbsp;it is both Republican</a>&nbsp;and Democratic members of Congress who are profiting from buying and selling stocks and options while in office, with some trades coming with questionable timing or having a connection to committees they serve on.
In 2024, a list of the top-performing traders in Congress included six Republicans and four Democrats.
Did You Know?
<ul>
<li>Congress Is Making Huge Investments. <a href="https://www.benzinga.com/gov-trades/?utm_source=BZprocontent050725">Get Tips On What They Bought And Sold With Our Easy-to-Use Tool</a></li>
</ul>
<figure class="wp-block-image size-large"><a href="https://www.benzinga.com/gov-trades/?utm_source=BZprocontent050725"><img loading="lazy" decoding="async" width="1024" height="330" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/07181256/Picture1-1-1024x330.png" alt="" class="wp-image-906796" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/07181256/Picture1-1-1024x330.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/07181256/Picture1-1-300x97.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/07181256/Picture1-1-768x248.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/07181256/Picture1-1.png 1430w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
Photo: Shutterstock

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Marjorie Taylor Greene Goes Stock Shopping Again: Here Are 50+ Stocks The Congresswoman Bought

Macro Notification

Shares of chip stocks are trading higher following a report indicating President Trump will rescind global chip curbs.

<a href="https://www.bloomberg.com/news/articles/2025-05-07/trump-to-rescind-global-chip-curbs-amid-ai-restrictions-debate" title="https://www.bloomberg.com/news/articles/2025-05-07/trump-to-rescind-global-chip-curbs-amid-ai-restrictions-debate">https://www.bloomberg.com/news/articles/2025-05-07/trump-to-rescind-global-chip-curbs-amid-ai-restrictions-debate</a>

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Tech might be the face of layoffs, but in 2025, it's <a href="https://www.benzinga.com/topic/federal-government">the federal government</a> racking up the body count.
<h2 class="wp-block-heading">Layoff Numbers Speak For Themselves</h2>
Sure, Intel Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) grabbed headlines in April when it laid off a staggering 22,000 workers &#8211; its second major bloodletting after a 15,000 cut last August. But while Silicon Valley slashed 52,340 jobs across 123 companies so far this year, data collated by Layoffs.fyi <a href="https://layoffs.fyi/">suggests</a> that Washington, DC has been responsible for 171,843 firings, including 61,296 ordered by Elon Musk&#8217;s Department of Government Efficiency (DOGE).
Let that sink in—DOGE has laid off more people than Meta Platforms Inc (NASDAQ: META), Alphabet Inc&#8217;s Google (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>) combined.
Read Also: <a href="https://www.benzinga.com/government/regulations/25/05/45160426/elon-musk-targets-feds-2-5-billion-headquarters-renovation-as-doge-scrutiny-of-central-bank-intensifies-thats-an-eyebrow-raiser">Elon Musk Targets Fed&#8217;s $2.5 Billion Headquarters Renovation As DOGE Scrutiny Of Central Bank Intensifies: &#8216;That&#8217;s An Eyebrow-Raiser&#8217;</a>
<h2 class="wp-block-heading">DOGE Layoffs Easily Outnumber Tech</h2>
Unlike tech's boom-bust cycle, this appears to be methodical. DOGE has trimmed 27.3% of the Departments of Health and Human Services, 23.5% of Transportation and 13.3% of Defense. The Treasury Department, Housing and Urban Development and State Department got off lightly &#8211; for now &#8211; with cuts under 3%.
Tech is downsizing &#8211; but the government is undergoing a sweeping, department-wide shake-up.
Back in Silicon Valley, Intel leads the layoffs, slashing 37,000 jobs in two rounds. Meta's downsizing continues with a fresh 3,600 cut in February. Tesla Inc's (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) April 2024 layoff of 14,000 now looks like old news.
But here's the twist: While tech layoffs tend to spark investor optimism and stock bumps, the DOGE-driven purge may have the opposite effect &#8211; slower bureaucratic throughput, reduced regulatory oversight and mounting labor tension.
And yet, the headlines? All about tech.
The takeaway: The bigger workforce upheaval is happening in D.C., not Silicon Valley.
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Photo: Shutterstock

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Intel, Meta Get The Headlines, But It's Uncle Sam (DOGE) Who's Bleeding Workers In 2025

Seattle-based startup EdgeRunner AI has announced the completion of a $12 million Series A funding round, aimed at advancing its development of offline <a href="https://www.benzinga.com/news/25/04/45047467/goodfire-lands-50m-from-anthropic-silicon-valley-giants-to-open-the-black-box-of-ai-before-it-rewrites-us-first">AI</a> agents tailored for military applications.
The company<a href="https://www.edgerunnerai.com/news/edgerunner-raises-17-5m-to-develop-air-gapped-on-device-ai-for-the-warfighter"> announced</a> last week that the funding round was led by Madrona, with participation from HP Tech Ventures, Four Rivers Ventures, and Alumni Ventures. This investment brings the company&#8217;s total funding to $17.5 million.
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<h2 class="wp-block-heading">How EdgeRunner Is Empowering Soldiers With On-Device Intelligence</h2>
EdgeRunner AI specializes in creating domain-specific AI agents that operate entirely on-device, eliminating the need for internet connectivity. These agents are designed to assist <a href="https://www.benzinga.com/25/02/44001823/china-us-to-begin-military-talks-signaling-possible-de-escalation-beijing-urges-america-first-in-nuclear-disarmament">military</a> personnel in decision-making processes, particularly in roles such as logistics and maintenance. By running AI models locally, the technology ensures low latency, reduced cloud costs, and enhanced data privacy, according to<a href="https://www.geekwire.com/2025/seattle-startup-edgerunner-ai-raises-12m-to-help-military-use-ai-without-the-internet/"> GeekWire</a>.
&#8220;We&#8217;re building the J.A.R.V.I.S. to your Ironman, but we&#8217;re starting with the warfighters first, because they need it,&#8221; co-founder and CEO Tyler Xuan Saltsman told GeekWire. Saltsman brings eight years of experience as an Army officer and logistician, along with roles at Amazon Web Services and Stability AI. Co-founder and Chief Operating Officer Colton Malkerson has a background in enterprise sales at Stability AI and experience within the U.S. government.
According to the company&#8217;s statement, the startup has entered into a Cooperative Research and Development Agreement with the U.S. Air Force Research Laboratory to develop AI agents customized for the&nbsp; Air Force&#8217;s unique occupational specialties. Additionally, EdgeRunner AI has been designated as an &#8220;awardable&#8221; vendor for the Department of Defense&#8217;s Tradewinds Solutions Marketplace, making its platform available to support critical missions across the Pentagon.&nbsp;
Trending: Donald Trump just announced a $500 billion AI infrastructure deal — <a href="https://www.benzinga.com/money/seize-a-share-while-you-still-can-in-the-2-trillion-entertainment-market-with-elf-labs-at-just-2-25-share">here's how you can invest in the entertainment market's next big disruptor at $2.25 per share</a>.
<h2 class="wp-block-heading">Strategic Backing and Industry Recognition Fuel EdgeRunner AI's Climb in Defense Tech</h2>
EdgeRunner AI's momentum is backed by a powerful roster of investors, a coalition of respected firms that brings not only capital but also strategic expertise in scaling breakthrough technologies.
Matt McIlwain, managing director at Madrona, has taken a board seat at EdgeRunner, GeekWire said. In a Madrona <a href="https://www.madrona.com/edgerunner-ai-air-gapped-on-device-agents/">statement</a> last week, McIlwain emphasized the precision of EdgeRunner's approach, calling it "domain-specific, highly intentional, and built to deliver value under the most difficult conditions."&nbsp;
EdgeRunner AI has also been recognized by<a href="https://www.cbinsights.com/research/report/artificial-intelligence-top-startups-2025/"> CB Insights</a>, being named to its AI 100 list, which highlights the most promising private AI companies globally. The company <a href="https://www.edgerunnerai.com/news/edgerunner-ai-featured-at-intel-vision-2025">said</a> it has showcased its technology at Intel (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>)'s Vision event, highlighting its advancements in on-device AI for defense. According to a<a href="https://www.linkedin.com/posts/edgerunner-ai_nvidia-aisummit-edgeai-activity-7249776420149735424-NjU_"> LinkedIn</a> post, it also participated in the Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) AI Summit in October, further signaling its rising influence in the military technology landscape.
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<h2 class="wp-block-heading">EdgeRunner AI Eyes Expansion as Demand Grows for Secure Tech Solutions</h2>
With the new funding, EdgeRunner AI plans to expand its team and invest further in product development. The company said in its statement last week that it aims to enhance its platform&#8217;s capabilities, ensuring that military personnel have access to reliable AI tools, even in environments with limited or no internet connectivity.
EdgeRunner is actively hiring across engineering, operations, and customer experience roles in preparation for its next phase of development, according to its <a href="https://www.edgerunnerai.com/careers/">website</a>.
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Image: Shutterstock

EdgeRunner AI Raises $12M Series A With Support From HP, Madrona, And Alumni Ventures To Advance Air-Gapped AI For Defense

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