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Microsoft develops and licenses consumer and enterprise software. It is known for its Windows operating systems and Office productivity suite. The company is organized into three equally sized broad segments: productivity and business processes (legacy Microsoft Office, cloud-based Office 365, Exchange, SharePoint, Skype, LinkedIn, Dynamics), intelligence cloud (infrastructure- and platform-as-a-service offerings Azure, Windows Server OS, SQL Server), and more personal computing (Windows Client, Xbox, Bing search, display advertising, and Surface laptops, tablets, and desktops).

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Russian spy chief&nbsp;Sergei Naryshkin&nbsp;and the Director&nbsp;of the Central Intelligence Agency&nbsp;(CIA),&nbsp;John Ratcliffe, have reportedly agreed to have direct communication at any time.
What Happened:&nbsp;Naryshkin, the head of Russia&#8217;s Foreign Intelligence Service (SVR), disclosed this on Sunday, as reported by&nbsp;Reuters. The SVR is the successor to the KGB&#8217;s First Chief Directorate.
Despite being historical rivals, the CIA and the SVR have agreed to maintain an open line of communication. Naryshkin revealed this during an interview with a Kremlin state television reporter,&nbsp;Pavel Zarubin.
&#8220;I&nbsp;had a phone call with&nbsp;my American counterpart and we&nbsp;reserved for each other the&nbsp;possibility&nbsp;to call each other at&nbsp;any time and discuss issues&nbsp;of interest to us,&#8221; Naryshkin said.
This is not the first time the two intelligence chiefs have communicated. Their last known conversation&nbsp;took place in March 2025,&nbsp;according to Russian media.
The SVR has been responsible for some of the most significant breaches in U.S. history, including the betrayal of thousands of U.S. secrets by&nbsp;moles Robert Hanssen and Aldrich&nbsp;Ames.
SEE ALSO: <a href="https://benzinga.com/news/health-care/25/06/46160805/elon-musk-says-clear-path-to-restoring-hearing-with-neuralink-but-the-deaf-community-want-to-hav" target="_blank" rel="noreferrer noopener">Elon Musk Says &#8216;Clear Path&#8217; To Restoring Hearing With Neuralink, But The Deaf Community Wants To Have Their &#8216;Say&#8217;</a>
Why It Matters: The agreement between the heads of the CIA and the SVR comes at a time of heightened tension between the U.S. and Russia. 
The U.S. has been actively involved in the ongoing Russia-Ukraine conflict, with President&nbsp;Donald Trump&nbsp;receiving&nbsp;<a href="https://www.benzinga.com/news/politics/25/06/46014413/putin-lauds-trumps-significant-support-on-ukraine-talks-as-russia-warns-us-to-stay-out-of-iran">acknowledgment </a>from Russian President Vladimir Putin&nbsp;for his efforts to help resolve the crisis.
On the other hand, Trump has criticized <a href="https://www.benzinga.com/25/05/45604616/trump-blasts-putin-as-absolutely-crazy-after-deadly-russian-airstrikes-on-ukraine-signals-possible-shift-toward-tougher-sanctions">Putin&#8217;s actions </a>in the conflict in the past, signaling a possible shift towards tougher sanctions on Russia. Amid these geopolitical tensions, the decision of the intelligence chiefs to maintain an open line of communication is noteworthy.
In May 2025, Russian President Vladimir Putin called for <a href="https://www.benzinga.com/media/25/05/45610845/russias-president-targets-microsoft-and-zoom-calls-for-crackdown-on-foreign-tech">restrictions </a>on foreign tech services, including Microsoft Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) and Zoom Communications Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ZM#NASDAQ">ZM</a>), accusing them of undermining Russia's sovereignty.
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Image via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Russian Spy Chief And CIA Director Ratcliffe Agree To 'Call Any Time' Amid Tensions: Report

Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) continues to solidify its position as a frontrunner in monetizing artificial intelligence (AI), driving substantial gains for investors, explains Nigam Arora as he raises his price target on the Windows maker.
What Happened: According to a <a href="https://blog.thearorareport.com/msft-250627/">recent note</a> from the Arora Report, Microsoft, currently trading at $494.24, has seen an astounding 1403% gain since the company&#8217;s original long position on the stock at $32.88.
Microsoft&#8217;s strategic initiatives, including the integration of Copilot into Office, Dynamics, and Teams, are significantly deepening subscription revenues, explains Arora. The rollout of Copilot Plus PCs is further set to boost on-device AI capabilities, expanding the company&#8217;s reach.
Azure, Microsoft&#8217;s cloud computing arm, remains a compelling growth driver, exhibiting double-digit growth that is currently outstripping competitors and maintaining healthy margins. The recent breakout in MSFT&#8217;s stock technicals further reinforces this positive momentum.
Despite certain risks, the commentary points to a strong conviction in Microsoft&#8217;s continued upward trajectory.
The Arora Report has raised its target zone for MSFT to an ambitious $713 – $726, suggesting an expected gain of approximately 44% from current levels.
For new investors, the report advises a cautious approach, recommending limiting initial positions and planning to scale up if the stock experiences a dip.
Existing holders are encouraged to maintain their positions, capitalizing on Microsoft&#8217;s leading role in the AI revolution.
See Also: <a href="https://www.benzinga.com/markets/equities/25/06/46108861/microsoft-is-playing-chess-and-others-are-playing-checkers-dan-ives-says-msft-could-be-a-5-trillion-company-in-18-months">Microsoft Is &#8216;Playing Chess, And Others Are Playing Checkers:&#8217; Dan Ives Says MSFT Could Be A $5 Trillion Company In 18 Months</a>
Why It Matters: However, the Arora Report&#8217;s comprehensive 360-degree analysis also highlights crucial risks.
The intensifying competition in the cloud computing space from Amazon.com Inc.&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) AWS and Alphabet Inc.&#8216;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>) subsidiary Google&#8217;s Cloud platform presents a notable challenge.
Furthermore, potential supply constraints on advanced chips, vital for AI infrastructure, could impede growth. The increasing scrutiny and tightened regulation of cloud platforms and AI technologies also pose regulatory hurdles that Microsoft must navigate.
Price Action: MSFT shares ended 0.30% lower at $495.94 apiece on Friday. It has risen by 18.48% on a year-to-date basis and 8.58% over the past year.
Benzinga Edge Stock Rankings shows that MSFT had a stronger price trend over the short, medium, and long term. Its momentum ranking was solid; however, its value ranking was poor at the 13.24th percentile. The details of other metrics are <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-4/#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">available here</a>.
<figure class="wp-block-image size-large"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-4/#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img loading="lazy" decoding="async" width="1024" height="154" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/30030311/MSFT-Edge-new-latest-1024x154.png" alt="" class="wp-image-966348" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/30030311/MSFT-Edge-new-latest-1024x154.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/30030311/MSFT-Edge-new-latest-300x45.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/30030311/MSFT-Edge-new-latest-768x115.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/30030311/MSFT-Edge-new-latest.png 1165w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
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, ended higher on Friday. The SPY was up 0.50% at $614.91, while the QQQ advanced 0.34% to $548.09, according to Benzinga Pro data.
After hitting a fresh record on Friday, the futures of the S&amp;P 500, Nasdaq 100, and Dow Jones indices were trading higher on Monday.
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Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: Tada Images / Shutterstock.coma

Microsoft Stock Could Soar 44% On AI Boom, Analyst Says — But There's A Catch

Hyperbolic Co-founder and Chief Technology Officer Yuchen Jin on Sunday said that OpenAI plans to release an open-source artificial intelligence model next month that reportedly outperforms existing ChatGPT options, potentially intensifying competition with Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>).
What Happened: &#8220;Sorry to hype — but having a few friends at OpenAI makes it hard not to hear how wild their open-source model dropping next month is,&#8221; Jin wrote on social media platform X . &#8220;It won&#8217;t run on a phone, but let&#8217;s just say it edges out one of the models in the ChatGPT dropdown. Meta&#8217;s gonna need some time to catch up.&#8221;
Jin clarified in subsequent posts that the upcoming release represents &#8220;a reasoning model&#8221; rather than a lightweight mobile version, addressing speculation about device optimization. 
Box Inc. CEO Aaron Levie supported this approach, stating that the intelligence level should remain the primary focus over device compatibility.
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Sorry to hype — but having a few friends at OpenAI makes it hard not to hear how wild their open-source model dropping next month is. It won't run on a phone, but let's just say it edges out one of the models in the ChatGPT dropdown. Meta's gonna need some time to catch up.
&mdash; Yuchen Jin (@Yuchenj_UW) <a href="https://twitter.com/Yuchenj_UW/status/1939462191302033757?ref_src=twsrc%5Etfw">June 29, 2025</a></blockquote>
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The revelation comes amid escalating talent acquisition battles between major AI companies. Meta CTO Andrew Bosworth recently countered OpenAI CEO Sam Altman&#8216;s claims about $100 million signing bonuses, stating during a company meeting that &#8220;Sam is just being dishonest here&#8221; and accused Altman of creating a <a href="https://www.benzinga.com/markets/tech/25/06/46157544/meta-exec-dismisses-openais-sam-altmans-claims-of-100-million-signing-bonuses-sam-is-just-being-dishonest-here">selective market for senior leadership roles</a>.
OpenAI did not immediately respond to&nbsp;<a href="http://pro.benzinga.com/" target="_blank" rel="noreferrer noopener">Benzinga</a>'s request for comment.
See Also:&nbsp;<a href="https://www.benzinga.com/news/politics/25/06/46159125/elon-musk-calls-trumps-megabill-political-suicide-says-it-is-utterly-insane-and-destructive-will-destroy-millions-of-jobs-in-america" target="_blank" rel="noreferrer noopener">Elon Musk Calls Trump's Megabill ‘Political Suicide,' Says ‘It Is Utterly Insane and Destructive,' Will ‘Destroy Millions of Jobs in America'</a>
Why It Matters:&nbsp;Several OpenAI researchers, including Lucas Beyer, Alexander Kolesnikov, and Xiaohua Zhai, <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">recently joined Meta</a>&#8216;s &#8220;superintelligence team&#8221; after establishing OpenAI&#8217;s Zurich office. However, Beyer publicly denied receiving the rumored $100 million signing bonus, calling such reports &#8220;fake news.&#8221;
The competitive dynamics reflect broader industry tensions as companies vie for AI supremacy. OpenAI&#8217;s annualized revenue run rate doubled to $10 billion in 2025, while ChatGPT reached 500 million weekly active users. Meanwhile, OpenAI and Microsoft Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) <a href="https://www.benzinga.com/markets/tech/25/06/46109371/openai-and-microsoft-reportedly-at-odds-over-access-to-artificial-general-intelligence-talks-are-ongoing-and-we-are-optimistic">reportedly dispute contractual terms</a> regarding artificial general intelligence access.
Meta stock has gained momentum with analysts predicting potential increases toward $800, supported by the company&#8217;s aggressive AI recruitment strategy and Mark Zuckerberg&#8216;s personal <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">leadership of the superintelligence initiative</a>.
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Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: Svet foto / Shutterstock.com

Tech

Meta Is 'Gonna Need Time To Catch Up,' Says Hyperbolic CTO Yuchen Jin As OpenAI's Upcoming Open-Source Release Outperforms Existing ChatGPT Model

The S&amp;P 500 hit record highs on Friday as prominent investment manager Dan Niles advised investors to temporarily ignore traditional valuation metrics while positioning for continued market gains through the second-quarter earnings season.
What Happened: Niles, founder of Niles Investment Management, reversed his earlier bearish stance after the index rallied 27% from April lows following President Donald Trump&#8216;s 90-day tariff reprieve announcement. The benchmark index surpassed its previous February closing high, rebounding from a 21% selloff that began in early April amid tariff fears and recession concerns.
&#8220;In my 35 years on Wall Street I have NEVER said that before,&#8221; Niles wrote on X, clarifying his CNBC interview comments about forgetting valuations. He emphasized that this tactical approach reflects how he believes investors will behave until Thanksgiving, not his personal investment philosophy.
The veteran money manager cited seven factors driving continued market strength: U.S. dollar weakness helping foreign sales that comprise 40% of S&amp;P 500 revenues, demand pull-forward ahead of potential tariffs, reduced geopolitical tensions, anticipated Federal Reserve rate cuts, institutional performance chasing, and retail fear-of-missing-out with $7 trillion parked in money market funds.
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Mid Year Update I came into the year negative which is why cash in money market funds that yielded over 4% was my lead Top 5 Pick. Poor Q4:2024 earnings results during which six of the seven Magnificent 7 had forward revenue forecasts go down and volatility caused by tariffs…
&mdash; Dan Niles (@DanielTNiles) <a href="https://twitter.com/DanielTNiles/status/1939481563147772037?ref_src=twsrc%5Etfw">June 30, 2025</a></blockquote>
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See Also: <a href="https://www.benzinga.com/markets/equities/25/06/46161262/chinas-ant-group-boosts-rd-spending-to-record-3-26-billion-in-2024-amid-ai-push">China&#8217;s Ant Group Boosts R&amp;D Spending To Record $3.26 Billion In 2024 Amid AI Push</a>
Why It Matters: Niles maintains positions in Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), and Cisco Systems Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>). He highlighted Microsoft&#8217;s re-accelerating Azure growth after three quarterly disappointments and Nvidia&#8217;s demand strength following a $5.5 billion writeoff. Cisco trades at 17x forward earnings versus 24x for the S&amp;P 500, despite its emerging AI networking capabilities.
However, Niles warned of potential 10-20% correction risks approaching Thanksgiving due to holiday demand disappointment from the first-half demand pull-forward. He noted the S&amp;P 500&#8217;s 24x forward price to earnings ratio exceeds historical averages during 2.4-3.0% inflation periods.
The index closed Friday at 6,190, with <a href="https://www.benzinga.com/markets/economic-data/25/06/46124290/sp-500-hits-record-highs-and-history-says-the-best-is-yet-to-come">technical analysts noting</a> an approaching &#8220;golden cross&#8221; signal when the 50-day moving average crosses above the 200-day average—historically preceding strong rallies 73% of the time since World War II.
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Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: Shutterstock

CSCO

NVDA

As S&P 500 Charges Off April Lows, Dan Niles Says Investors Will 'Forget About Valuations'—Holds Microsoft, Nvidia, Cisco But Sees Holiday Demand Crash Risk

Chinese fintech giant Ant Group disclosed on Monday that it invested a record 23.45 billion yuan ($3.26 billion) in research and development during 2024, marking the fourth consecutive year of increased R&amp;D spending since 2021.
What Happened: The Alibaba Group Holding Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) affiliate revealed the figures in its 2024 sustainability report, according to Reuters, highlighting its commitment to technology advancement amid China&#8217;s artificial intelligence boom.
Ant Group, formerly known as Ant Financial, operates China&#8217;s dominant mobile payments platform, Alipay, and has been rebuilding its operations following regulatory setbacks that derailed its 2020 initial public offering. Chinese regulators halted the company&#8217;s planned IPO at the last moment and imposed <a href="https://www.benzinga.com/25/05/45200539/alibabas-ant-group-eyes-hong-kong-ipo-for-ant-international-as-it-pushes-forward-with-fintech-growth">antitrust measures on domestic tech giants</a>.
The substantial R&amp;D investment comes as the parent company, Alibaba, <a href="https://www.benzinga.com/markets/tech/25/06/46069690/alibaba-accelerates-global-ai-push-targets-overseas-data-centers">accelerates its global AI expansion</a>. Alibaba has committed 380 billion yuan ($52 billion) over three years for cloud computing and AI infrastructure development. The company plans to extend its Qwen large language models to overseas data centers by 2025, operating 29 facilities globally, including two in the United States.
See Also: <a href="https://www.benzinga.com/news/politics/25/06/46159125/elon-musk-calls-trumps-megabill-political-suicide-says-it-is-utterly-insane-and-destructive-will-destroy-millions-of-jobs-in-america">Elon Musk Calls Trump&#8217;s Megabill &#8216;Political Suicide,&#8217; Says &#8216;It Is Utterly Insane and Destructive,&#8217; Will &#8216;Destroy Millions of Jobs in America&#8217;</a>
Why It Matters: Recent partnerships with Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), Siemens AG (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SIEGY#OTC">SIEGY</a>), and Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) underscore Alibaba&#8217;s <a href="https://www.benzinga.com/markets/tech/25/06/45975004/alibaba-updates-llms-to-power-ai-on-apple-devices-in-china">strategic AI positioning</a>. Benchmark analyst Fawne Jiang identified Alibaba as &#8220;a leading beneficiary of accelerated AI adoption in China.&#8221;
Ant Group has explored listing its Singapore-registered overseas arm, Ant International, on the Hong Kong stock exchange as it seeks growth opportunities beyond mainland China. The company <a href="https://www.benzinga.com/25/05/45200539/alibabas-ant-group-eyes-hong-kong-ipo-for-ant-international-as-it-pushes-forward-with-fintech-growth">reported 100 million users</a> for its tap-and-pay service launched in June 2024.
Alibaba shares have surged over 58.05% in the past 12 months as investors recognize the company&#8217;s AI potential amid U.S.-China <a href="https://www.benzinga.com/markets/macro-economic-events/25/06/46113383/us-china-trade-deal-could-be-finalized-next-week-says-harvard-scholar-they-are-going-to-stabilize-this">trade relations prospects</a>.
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Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: THINK A / Shutterstock.com

BABA

SIEGY

China's Ant Group Boosts R&D Spending To Record $3.26 Billion In 2024 Amid AI Push

Microsoft Corporation&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) is now encouraging&nbsp;managers to evaluate employees based&nbsp;on their use of Artificial Intelligence (AI) tools. 
What Happened: Julia Liuson, who heads the division of Microsoft responsible for developer tools like GitHub Copilot, has directed managers to consider the&nbsp;use of internal AI tools&nbsp;as a key factor in assessing employee performance. 
In her email, Liuson emphasized the importance of AI in the company&#8217;s operations, stating,&nbsp;&#8220;AI is now a fundamental&nbsp;part of how we work. Using&nbsp;AI is no longer optional&nbsp;— it&#8217;s core to every&nbsp;role and every level.&#8221;
Performance expectations at Microsoft vary across teams, and some are considering incorporating a formal metric related to the&nbsp;use of internal AI tools&nbsp;in performance evaluations for the upcoming fiscal year, as disclosed by an anonymous insider.
&#8220;AI is now a fundamental part of how we work. Just like collaboration, data-driven thinking, and effective communication, using AI is no longer optional — it&#8217;s core to every role and every level,&#8221; Liuson wrote in the email. 
Also Read: <a href="https://www.benzinga.com/news/24/08/40541641/leaked-data-huge-pay-gap-in-favor-of-ai-engineers-at-microsoft">Leaked Data: Huge Pay Gap In Favor Of AI Engineers At Microsoft</a>
This initiative is part of Microsoft&#8217;s strategy to address what it sees as a slow&nbsp;internal adoption of its Copilot&nbsp;AI services. 
The tech giant&#8217;s goal is to increase usage across the board and ensure that those developing these products have a thorough understanding of the tools.
The decision comes at a time when competition in the AI coding services market is intensifying. Cursor recently overtook GitHub Copilot in a significant segment of the developer market, as noted by Barclays. This competitive landscape is also influencing Microsoft&#8217;s renegotiation of its vital partnership with OpenAI.
Why It Matters: Microsoft&#8217;s new mandate underscores the growing importance of AI in the tech industry. By making AI usage a performance metric, the company is not only promoting the adoption of its own AI tools but also preparing its workforce for an increasingly AI-driven future. 
This move could potentially give Microsoft an edge in the competitive AI coding services market.
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Image: Shutterstock

Microsoft Urges Employees to Embrace In-House AI — Performance Reviews May Reflect Usage

"God, please give us legislators who care about economic development and not just taxing our industry to pay for other things that we care about, as well." Microsoft (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>)&nbsp; President Brad Smith <a href="https://www.youtube.com/watch?v=B92HIOR_P1k">said</a> during the Technology Alliance's State of Technology luncheon, according to GeekWire.&nbsp;
He warned that Washington state's tech-powered prosperity could falter if lawmakers continue treating the industry "like an endless cash machine.
Smith's remarks on May 20 came as new tax proposals threaten to slow innovation, even as artificial intelligence reshapes the state's job market and investment priorities.
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<h2 class="wp-block-heading">Growth Engine Or Gravy Train?</h2>
According to Smith, <a href="https://www.geekwire.com/2025/we-better-wake-up-microsofts-brad-smith-sounds-alarm-as-state-moves-ahead-with-tax-plan/">tech accounts </a>for 9.4% of all jobs and 22.1% of total compensation paid in Washington — the highest share of any state.
Smith also pointed to concerns from the<a href="https://static1.squarespace.com/static/545b1745e4b0a4696b7278fd/t/682e721132ca06284bca2b09/1747874351717/2025+Benchmarking+Report"> 2025 Benchmarking Report</a> by the Technology Alliance, including slipping K–12 math scores, fewer university spinouts, and a shrinking pipeline of venture-backed exits — signs, he warned, that Washington's momentum is fading as rival regions ramp up innovation.
Hours after Smith's remarks, Washington Gov. Bob Ferguson signed <a href="https://app.leg.wa.gov/billsummary?BillNumber=5813&amp;Initiative=false&amp;Year=2025">Senate Bill 5813</a> which increases the capital gains rate to 9.9% up from 7% on Washington gains over $1 million and <a href="https://app.leg.wa.gov/BillSummary/?BillNumber=2081&amp;Year=2025&amp;Initiative=false">House Bill 2081</a> which imposes a temporary 0.5% B&amp;O tax surcharge on companies with more than $250 million in annual Washington taxable income.
In April 17, Ferguson <a href="https://governor.wa.gov/news/2025/governor-bob-ferguson-comment-proposed-12b-taxes">described</a> raising $12 billion in new taxes as "unsustainable, too risky" and emphasized the need for both revenue and spending reforms to close the projected. Ferguson also acknowledged potential unintended consequences and said the business community will be consulted during implementation.
Meanwhile, rival states are rolling out red carpets. New Jersey Gov. Phil Murphy has proposed $20 million for strategic innovation centers in the <a href="https://pub.njleg.state.nj.us/publications/budget/governors-budget/2026/tre_analysis_2026.pdf">fiscal 2026</a> budget. The state has allocated $126.5 million to these centers since fiscal 2022. Smith applauded the investment approach as evidence that targeted incentives continue to shape tech talent clusters.
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Microsoft marked its 50th anniversary with a celebratory <a href="https://blogs.microsoft.com/blog/2025/04/04/celebrating-microsofts-50-years/">blog post</a>, highlighting AI's pivotal role in its ongoing evolution. At the Technology Alliance's State of Technology luncheon, Smith noted that growth follows investment. However, the milestone also coincided with the <a href="https://www.cnbc.com/2025/05/13/microsoft-is-cutting-3percent-of-workers-across-the-software-company.html">elimination</a> of roughly 6,000 jobs—about 3% of the workforce—part of cost-cutting aimed at reducing management layers and reallocating resources toward AI.
The luncheon program in May closed with Technology Alliance CEO Laura Ruderman urging attendees to tell a stronger innovation story. Many voters still question the value of an invention-driven economy, she said. Washington State Commerce Director Joe Nguyen —a former Microsoft executive— echoed the concern, arguing that Washington wraps big ideas in tight red tape, urging a pivot toward speed and accountability.
Smith pointed to <a href="https://www.benzinga.com/news/25/03/44066026/satya-nadella-says-ai-agents-will-replace-knowledge-work-but-theres-one-role-humans-will-always-need-to-play">Microsoft's</a> sprawling Redmond, Washington, campus as proof that research labs become paychecks and tax revenue when public and private sectors pull in the same direction. Each new building on that campus—whether a redone lab, a fresh office space, or an innovation center— marks a moment when lawmakers chose growth over short-term patchwork.
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'God, Please Give Us Legislators Who Care,' Says Microsoft President As He Warns Washington Is 'Taking Tech For Granted'

This week told a familiar story with fresh twists—inflation isn't backing down, and global tensions are once <a target="_blank" href="https://www.benzinga.com/topic/macro-economic-events#more-news" rel="noreferrer noopener">again steering the market mood</a>.
The latest data showed that the Personal Consumption Expenditures, or PCE price index, rose 2.3% in May from a year earlier, slightly up from April&#8217;s 2.2%, snapping <a target="_blank" href="https://www.benzinga.com/markets/economic-data/25/06/46137796/inflation-is-heating-up-again-are-tariffs-to-blame" rel="noreferrer noopener">a two-month cooling trend</a>.
While the monthly increase stayed steady at 0.1%, concerns grew that rising tariffs on foreign goods could soon hit U.S. consumers harder.
The economic unease was only amplified on Friday, when President Donald Trump abruptly <a target="_blank" href="https://www.benzinga.com/news/politics/25/06/46150909/trump-canada-tariffs-dollar-deal" rel="noreferrer noopener">called off all trade talks with Canada</a>.
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/commodities/25/06/45930878/canada-risks-losing-billions-annually-without-critical-minerals-action" rel="noreferrer noopener">Canada Risks Losing $8.7B Annually Without Critical Minerals Action</a>
His move came in response to Canada&#8217;s newly introduced Digital Services Tax, which he slammed as a direct attack on American tech companies. Declaring retaliation was imminent, Trump promised to announce new tariffs on Canadian goods within a week—sending markets tumbling and investors rushing for cover.
Amid the macroeconomic jitters and geopolitical headlines, several companies delivered key corporate updates and earnings results that <a target="_blank" href="https://www.benzinga.com/markets" rel="noreferrer noopener">kept investors tuned in</a>.
Earnings Results
FactSet Research Systems Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FDS#NYSE">FDS</a>) reported quarterly sales of $585.52 million, surpassing&nbsp;analyst expectations&nbsp;of $580.50 million and representing a <a target="_blank" href="https://www.benzinga.com/markets/earnings/25/06/46053063/factset-reports-q3-revenue-beat-client-growth-leadership-shift-with-jpmorgan-hire" rel="noreferrer noopener">5.9% year-over-year gain.</a>
FactSet announced that&nbsp;Phil Snow will retire as CEO and a member of the Board, effective early September 2025.&nbsp;
Technology
NVIDIA Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) &nbsp;leaped over Microsoft Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) to become the most valuable company in the world on Thursday, with a <a target="_blank" href="https://www.benzinga.com/etfs/sector-etfs/25/06/46151686/nvidia-just-became-the-worlds-most-valuable-stock-is-it-time-for-a-semiconductor-etf-rethink" rel="noreferrer noopener">market capitalization crossing $3.7 trillion. </a>But as the chipmaker solidifies its position as the foundation of the AI era, one segment of Wall Street is somewhat lagging behind —&nbsp;<a target="_blank" href="https://www.benzinga.com/etfs" rel="noreferrer noopener">semiconductor ETFs</a>.
Microsoft postponed the commercialization of its in-house next-gen&nbsp;artificial intelligence chip, Maia (code-named Braga), by at least six months from 2025 to 2026 due to unexpected changes to its <a target="_blank" href="https://www.benzinga.com/markets/tech/25/06/46149318/microsofts-next-gen-ai-chip-still-lags-nvidias-blackwell-postpones-launch" rel="noreferrer noopener">design and staffing constraints.</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>) has been dealt a legal blow in Japan as a court has ruled that the company infringed on patents held by&nbsp;Pantech, resulting in a ban on the sale of its&nbsp;Pixel 7&nbsp;series smartphones.
Alphabet Inc.&nbsp;has appointed&nbsp;Kobi Bar-Nathan&nbsp;as the new finance chief for its rapidly expanding&nbsp;Google Cloud division. He commenced his role in June 2025, bringing&nbsp;extensive experience&nbsp;from key finance leadership positions at <a target="_blank" href="https://www.benzinga.com/markets/tech/25/06/46134725/google-cloud-hires-former-oracle-cfo-as-ai-race-heats-up" rel="noreferrer noopener">Oracle Cloud and Microsoft Cloud.</a>
Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>)&nbsp;is making a return to high-budget theatrical releases with the opening of its racing drama &#8220;F1&#8221;&nbsp;on Friday. The film&#8217;s reported $300 million budget highlights both the company&#8217;s determination to make a mark in Hollywood and the persistent financial <a target="_blank" href="https://www.benzinga.com/markets/large-cap/25/06/46142591/apples-f1-movie-burns-300-million-still-waiting-on-a-profit" rel="noreferrer noopener">challenges it&nbsp;faces in this arena.&nbsp;</a>
Artificial Intelligence (AI)
Softbank Group Corp (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SFTBY#OTC">SFTBY</a>) CEO&nbsp;Masayoshi Son&nbsp;said that he plans to position the company as the&nbsp;leading platform provider&nbsp;in the artificial super intelligence (ASI) sector within the next decade, aiming to rival major tech firms like&nbsp;Microsoft Corp., Amazon.com, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) and&nbsp;<a target="_blank" href="https://www.benzinga.com/markets/tech/25/06/46134697/softbanks-masayoshi-son-sets-sights-on-artificial-super-intelligence-domination-with-bets-on-openai-and-ampere-im-all-in" rel="noreferrer noopener">Alphabet Inc.&#8217;s</a><a target="_blank" href="https://www.benzinga.com/markets/tech/25/06/46134697/softbanks-masayoshi-son-sets-sights-on-artificial-super-intelligence-domination-with-bets-on-openai-and-ampere-im-all-in" rel="noreferrer noopener">&nbsp;</a><a target="_blank" href="https://www.benzinga.com/markets/tech/25/06/46134697/softbanks-masayoshi-son-sets-sights-on-artificial-super-intelligence-domination-with-bets-on-openai-and-ampere-im-all-in" rel="noreferrer noopener">Google</a><a target="_blank" href="https://www.benzinga.com/markets/tech/25/06/46134697/softbanks-masayoshi-son-sets-sights-on-artificial-super-intelligence-domination-with-bets-on-openai-and-ampere-im-all-in" rel="noreferrer noopener">.</a>
Apple&#8217;s Siri&nbsp;is far behind&nbsp;OpenAI&#8217;s ChatGPT, according to a comparison conducted by&nbsp;Deepwater Asset Management, receiving an &#8220;F&#8221; while ChatGPT<a target="_blank" href="https://www.benzinga.com/markets/tech/25/06/46156830/siri-gets-f-while-openais-chatgpt-scores-an-a-gene-munster-says-heres-what-apple-needs-to-fix-before-2026-launch-to-stay-relevant-in-ai" rel="noreferrer noopener"> has scored an &#8220;A.&#8221;</a>
Automobiles
Tesla, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) has revealed that it pumped nearly $10 billion into its U.S. operations&nbsp;during the last fiscal year and plans to allocate<a target="_blank" href="https://www.benzinga.com/markets/tech/25/06/46046720/tesla-doubles-down-on-us-elon-musk-plans-another-8-billion-investment-after-spending-nearly-10-billion-in-2024" rel="noreferrer noopener"> an additional $8 billion this year.</a>
Ford Motor Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>):&nbsp;CEO&nbsp;Jim Farley&nbsp;voiced skepticism about&nbsp;Tesla&#8217;s autonomous driving strategy, underscoring the necessity of <a target="_blank" href="https://www.benzinga.com/markets/tech/25/06/46156654/ford-ceo-jim-farley-believes-waymos-approach-makes-more-sense-than-elon-musk-led-teslas-when-you-have-a-brand-like-ford-you-have-to-be-really-careful" rel="noreferrer noopener">consumer trust and prudence</a>.
Xiaomi Corp. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/XIACY#OTC">XIACY</a>)&nbsp;unveiled the company&#8217;s first all-electric SUV, the YU7, <a target="_blank" href="https://www.benzinga.com/markets/asia/25/06/46132552/telsla-model-y-rival-xiaomi-yu7-suv-receives-nearly-300000-orders-in-1-hour-in-china" rel="noreferrer noopener">as a rival to&nbsp;</a><a target="_blank" href="https://www.benzinga.com/markets/asia/25/06/46132552/telsla-model-y-rival-xiaomi-yu7-suv-receives-nearly-300000-orders-in-1-hour-in-china" rel="noreferrer noopener">Tesla.</a>
General Motors Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>) has issued a recall for over 62,468 vehicles in the U.S. over <a target="_blank" href="https://www.benzinga.com/markets/tech/25/06/46111407/general-motors-recalls-over-62000-vehicles-for-brake-issue-that-could-potentially-result-in-a-fire-report" rel="noreferrer noopener">a brake pressure sensor issue.</a>
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Consumer Tech News (June 23–June 27): Inflation Stirs, Trade Tensions Flare, And Big Tech Makes Big Moves

The past week has been a whirlwind of developments in the artificial intelligence (AI) sector. From executive orders aimed at boosting AI development to corporate strategies and endorsements, the race for AI supremacy is heating up. Here&#8217;s a recap of the top stories that made headlines.
Trump&#8217;s AI Power Play
The Trump administration is reportedly preparing executive actions to strengthen the U.S. AI sector, with the goal of outpacing China in the global AI race. The proposed actions aim to alleviate power grid constraints and speed up data center construction, both of which are vital for AI development. This news comes from sources familiar with the matter, as reported by Reuters.
<a href="https://www.benzinga.com/markets/tech/25/06/46156509/trumps-ai-power-play-executive-orders-aim-to-outpace-china-rewire-us-grid-in-fight-for-tech-supremacy-report">Read the full article here.</a>
Masayoshi Son&#8217;s AI Ambition
SoftBank Group CEO Masayoshi Son has declared his intention to position his company as the leading platform provider in the artificial super intelligence (ASI) sector within the next decade. Son&#8217;s ambitious plan aims to rival major tech firms like Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), Amazon.com, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), and Alphabet Inc.&#8217;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.
<a href="https://www.benzinga.com/markets/tech/25/06/46134697/softbanks-masayoshi-son-sets-sights-on-artificial-super-intelligence-domination-with-bets-on-openai-and-ampere-im-all-in">Read the full article here.</a>
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Musk Endorses Nadella&#8217;s AI View:
Tesla CEO Elon Musk endorsed Microsoft CEO Satya Nadella's perspective on the practical impact of AI. Musk supported Nadella&#8217;s emphasis on AI's benefits to sectors like healthcare, education, and productivity. Nadella had stressed that AI must produce results that are "socially useful."
<a href="https://www.benzinga.com/markets/tech/25/06/46136541/elon-musk-backs-satya-nadellas-view-that-ai-must-produce-socially-useful-results-the-real-question-in-the-next-five-years-is">Read the full article here.</a>
AI-Driven Workforce Reduction at Amazon:
Amazon CEO Andy Jassy announced that AI will likely reduce the company's corporate workforce. This announcement has led to a stark warning from former Amazon Vice President Ethan Evans, who advises employees to adapt or face elimination.
<a href="https://www.benzinga.com/markets/equities/25/06/46110289/amazon-ceo-andy-jassy-warns-of-ai-driven-workforce-reduction-amzn-wont-keep-everyone-says-ex-vp-ethan-evans-in-warning-to-employees">Read the full article here.</a>
Nadella Praises Palantir&#8217;s FDE Model
Nadella praised Palantir Technologies Inc.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>) Forward Deployed Engineer model as "fantastic." This has sparked industry debate about the data analytics company's unique approach to product development.
<a href="https://www.benzinga.com/markets/equities/25/06/46109638/microsoft-ceo-satya-nadella-praises-palantirs-fde-model-as-fantastic-insiders-say-its-not-consulting-it-builds-the-product-customers-need">Read the full article here.</a>
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Photo courtesy: Shutterstock
This story was generated using <a href="https://www.benzinga.com/author/benzinga-neuro">Benzinga Neuro</a> and edited by <a href="https://www.benzinga.com/author/Rounak-Jain" target="_blank" rel="noreferrer noopener">Rounak Jain</a>

Palantir's FDE Model Gets Praise, Softbank's Ambition, And Musk's Nadella Endorsement: This Week In AI

Billionaire philanthropist and co-founder of Microsoft Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) Bill Gates has responded to a video posted by Senator Susan Collins (R-ME) regarding the President&#8217;s Emergency Plan for AIDS Relief (PEPFAR). 
What Happened: Gates shared a video on X from Senator Collins discussing the importance of PEPFAR, a U.S. initiative launched in 2003 by former President George W. Bush. The initiative has saved over 26 million lives and enabled 7.8 million HIV-free births. Gates underscored the bipartisan support for PEPFAR and warned against cuts in funding aimed at preventing disease transmission and warned America, &#8220;It&#8217;s not too late to change course.&#8221;
<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">It&#39;s not too late to change course. <a href="https://t.co/w4vD15se6I">https://t.co/w4vD15se6I</a>
&mdash; Bill Gates (@BillGates) <a href="https://twitter.com/BillGates/status/1938368126372253782?ref_src=twsrc%5Etfw">June 26, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
<figcaption class="wp-element-caption"> Gates&#8217; post gains relevance in light of recent political events, notably the Trump administration&#8217;s initial proposal to reduce HIV prevention funding—a move that faced strong backlash and was ultimately reversed in the LA County.</figcaption></figure>
SEE ALSO: <a href="https://benzinga.com/personal-finance/crowdsourcing/25/06/46132917/mark-cuban-says-joe-biden-wouldnt-meet-with-him-or-other-business-leaders-that-isolation-led-them-straight-to-trump" target="_blank" rel="noreferrer noopener">Mark Cuban Says Joe Biden Wouldn&#8217;t Meet With Him Or Other Business Leaders. That Isolation Led Them Straight To Trump &#8211; Benzinga</a>
What&#8217;s Next: Gates has been vocal about the impact of U.S. health aid cuts. He recently expressed his concerns about the impact of continued U.S. cuts to global health aid, warning that <a href="https://www.benzinga.com/news/health-care/25/06/46131597/bill-gates-says-he-knows-for-a-fact-that-more-children-will-die-due-to-us-health-aid-cuts-and-hes-taking-the-proof-to-congress">these reductions </a>could lead to an additional 8 million child deaths by 2040, citing a study.
Last week, UNAIDS Executive Director Winnie Byanyima stated that Donald Trump&#8216;s cuts to HIV/AIDS programs are expected to further undermine an already struggling effort to eliminate the disease as a public health threat by 2030, as per Reuters. 
Earlier, Gates made a <a href="https://www.benzinga.com/news/politics/25/06/45853888/bill-gates-quietly-visits-white-house-amid-trump-musk-feud-urges-marco-rubio-to-reverse-usaid-cuts-report">quiet visit</a> to the White House to urge Secretary of State Marco Rubio to reconsider the proposed cuts to foreign aid under the DOGE program. Despite Rubio&#8217;s assurance that the State Department will continue providing lifesaving aid, Democrats have raised doubts about the department&#8217;s commitment to following through on that promise.
Earlier Gates had urged the Trump administration to maintain funding for international health initiatives, cautioning that his Gates foundation would not be able to compensate for the potential shortfall.
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Image via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Bill Gates Warns US 'It's Not Too Late To Change Course' As Trump Team Targets HIV Funding Cuts

Earlier this week, Quantum Computing, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QUBT#NASDAQ">QUBT</a>) announced a $200 million private placement and Microsoft Corp.'s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) CEO said quantum computing could take scientific advancements to <a href="https://www.benzinga.com/etfs/new-etfs/25/06/46080190/quantum-volatility-tradrs-new-etfs-qubx-rgtu-are-built-for-it-says-matt-markiewicz">the next level</a>.
Here&#8217;s a look at this week's highlights, lowlights and news catalysts in the quantum computing sector.&nbsp;
Read Next: <a href="https://www.benzinga.com/markets/tech/25/06/46130084/cathie-woods-alpha-surge-250-million-circle-windfall-big-amd-buys?utm_source=articleShare">Cathie Wood&#8217;s Alpha Surge: $250 Million Circle Windfall, Big AMD Buys</a>
Highlights: In a fireside chat with Gary Tan at Y Combinator&#8217;s AI Startup School that was posted on YouTube on Wednesday, Microsoft CEO Satya Nadella said that<a href="https://www.benzinga.com/markets/tech/25/06/46111393/ai-is-already-speeding-up-discoveries-in-chemistry-and-physics-but-satya-nadella-says-the-real-breakthrough-will-come-when-we-add-quantum-computing-to-the-mix"> it will be</a> a game-changer when quantum computing is integrated with AI.&nbsp;
&#8220;If you want to understand the language of nature, which is simulation, I think the best way to do it is through a quantum computer because, after all, physics and nature are quantum,&#8221; Nadella said.&nbsp;
&#8220;What we are seeing is pretty good advances in using basically HPC+AI as a way to accelerate advances in Chemistry, in Physics, in Material Science and so quantum would be the next step in it."
"But we're very excited about what AI+quantum and HPC in a loop can do,&#8221; he added.
Lowlights: Quantum Computing shares<a href="https://www.benzinga.com/trading-ideas/movers/25/06/46060567/quantum-computing-qubt-shares-slide-following-200m-private-placement-announcement"> fell on Monday</a> after the company announced a $200 million private placement with institutional investors.&nbsp;&nbsp;
The quantum photonics and optics firm disclosed it had entered into securities purchase agreements with institutional investors to sell approximately 14 million shares of common stock at $14.25 per share.
Quantum Computing shares were 10% lower on the week.&nbsp;
D-Wave Quantum, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/QBTS#NYSE">QBTS</a>) shares fell 12% over the past five days, while IonQ, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IONQ#NYSE">IONQ</a>) and Rigetti Computing Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RGTI#NASDAQ">RGTI</a>) ended the week mostly flat.&nbsp;
Read Next:&nbsp;
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<li><a href="https://www.benzinga.com/markets/tech/25/06/46117473/sofi-stock-gets-supercharged-with-return-to-crypto?utm_source=articleShare">SoFi Stock Gets Supercharged With Return To Crypto</a></li>
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Image: Shutterstock&nbsp;

Offerings

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Quantum Stocks Surge And Stumble: Here's What Happened This Week

Bill Gates, co-founder of Microsoft, could have been the world&#8217;s first trillionaire if he had retained his original company stock.
What Happened: The Forbes projection comes in light of Gates&#8217; public commitment to donate nearly all of&nbsp;his remaining wealth and wind&nbsp;down the Gates Foundation by&nbsp;2045. 
Gates, along with his ex-wife Melinda, have already donated $60.2 billion to the foundation since its inception in 2000, making them the second-largest philanthropists in America. 
Despite their philanthropic efforts, they remain among the world&#8217;s wealthiest, with an estimated net worth of&nbsp;$113 billion and $30.4 billion, respectively.
According to Forbes&#8217; <a href="https://www.forbes.com/sites/mattdurot/2025/05/09/bill-gates-would-be-a-trillionaire-if-hed-kept-all-his-microsoft-stock/">calculations</a>, if the Gates had not embarked on their philanthropic journey and retained all their Microsoft shares,&nbsp;their combined fortune would be&nbsp;a staggering&nbsp;$1.5 trillion. 
Also Read: <a href="https://www.benzinga.com/news/22/10/29194457/melinda-gates-on-divorce-with-bill-gates-unbelievably-painful-i-just-couldnt-stay-in-that-marriage-2">Melinda Gates On Divorce With Bill Gates: &#8216;I Just Couldn&#8217;t Stay In That Marriage&#8217;</a>
In this hypothetical&nbsp;scenario,&nbsp;Gates alone would likely be&nbsp;the first trillionaire, with a fortune of $1.2 trillion&nbsp;even after his 2021 divorce.&nbsp;
This sum would be over&nbsp;triple Elon Musk&#8216;s peak net&nbsp;worth. Melinda would be worth&nbsp;an estimated $300 billion, potentially&nbsp;making her the world&#8217;s third-richest person.
In reality, Gates has&nbsp;systematically sold and donated shares,&nbsp;diversifying his portfolio. Currently,&nbsp;his Microsoft ownership is an&nbsp;estimated 0.9 percent stake, valued&nbsp;at $28 billion. Melinda&#8217;s Microsoft&nbsp;shares are an estimated $&nbsp;380,000.
Why It Matters: The Gates have made significant contributions to global health and poverty alleviation through the Gates Foundation, distributing an estimated $47.7 billion.&nbsp;
Melinda has also launched Pivotal&nbsp;Philanthropies and committed an additional&nbsp;$12.5 billion for women's and&nbsp;girls' rights. Both remain committed&nbsp;to the Giving Pledge, which&nbsp;they co-founded with Berkshire Hathaway&#8217;s&nbsp;chairperson Warren Buffett in 2010.&nbsp;
Their philanthropic efforts have had a significant impact on global issues, despite the potential personal wealth they could have amassed.
Read Next
<a href="https://www.benzinga.com/tech/25/02/43581817/bill-gates-says-this-simple-trait-is-the-secret-to-his-success">Bill Gates Says This Simple Trait Is the Secret to His Success</a>
Image: Shutterstock/Alexandros Michailidis

Bill Gates Could've Been The World's First Trillionaire — and Richer Than Elon Musk — If He'd Kept His Microsoft Stock

Benzinga examined the prospects for <a href="http://www.benzinga.com/trading-ideas" target="_blank" rel="noreferrer noopener">many investors' favorite stocks</a> over the last week — here's a look at some of our top stories.
Wall Street surged this week as easing geopolitics and a potential pause in U.S.-China tariffs lifted sentiment. The S&amp;P 500 and Nasdaq hit record highs, boosted significantly by Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), whose stock jumped by about 10% to record its highest valuation — $3.8 trillion — overtaking Microsoft (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) as the world's most valuable company
The tech rally reflected strong earnings from Nvidia's AI-centric chip business and supplier Micron (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>), while broader market gains were bolstered by renewed risk appetite in equities.
Next week, investors will track the June jobs report, rhetoric on tariffs — including the July 8 "Liberation Day" deadline — and upcoming July 4 tax‑and‑spending legislative actions that could influence rates and yields.
Benzinga provides daily reports on the stocks most popular with investors. Here are a few of this past week's most bullish and bearish posts that are worth another look.

The Bulls
<a href="https://www.benzinga.com/markets/tech/25/06/46081553/nvidias-jensen-huang-sparks-quantum-stock-frenzy">"Nvidia's Big Moment Is Back—Stock Soared 500% The Last Time This Happened"</a>, by Piero Cingari, reports that Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) is forming a bullish golden cross — a 50-day moving average crossing above the 200‑day — after recovering from earlier tariff-induced weakness, which historically has preceded massive rallies, with gains as high as 800%, fueled by easing U.S.-China trade tensions and strong earnings.
<a href="https://www.benzinga.com/markets/earnings/25/06/46104401/micron-q3-earnings-revenue-eps-beat-estimates-data-center-revenue-guidance-ai-demand">"Micron Q3 earnings: Revenue, EPS beat estimates as data center revenue doubles, strong guidance on rising AI‑driven demand"</a>, by Adam Eckert, reports that Micron Technology Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>) delivered a strong Q3 with $9.3 billion in revenue (beating $8.87 billion estimates) and $1.91 adjusted EPS (versus $1.60 expected); data-center revenue more than doubled, and the company forecast Q4 revenue of $10.7 billion and EPS of $2.50 amid surging AI memory demand.
<a href="https://www.benzinga.com/trading-ideas/movers/25/06/46098312/palantir-stock-hits-all-time-high-whats-going-on">"Palantir stock hits all‑time high: what's going on?"</a>, by Adam Eckert, reports that Palantir Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NYSE">PLTR</a>) shares reached record highs — up roughly 500% over the past year and 93% year-to-date — driven by strong momentum (Benzinga Pro momentum score of 99), surging AI and government contracts including a $795 million U.S. Army deal, and positive Wall Street sentiment such as Loop Capital's raised price target.
For additional bullish calls of the past week, check out the following:
<a href="https://www.benzinga.com/markets/earnings/25/06/46084802/blackberry-stock-climbs-after-better-than-expected-q1-report-details">BlackBerry Stock Climbs After Better-Than-Expected Q1 Report: Details</a>
<a href="https://www.benzinga.com/markets/commodities/25/06/46120819/platinum-miners-forecasts-stocks">Platinum's Biggest Rally In 40 Years: These 6 Mining Stocks Could Be Top Gainers</a>
<a href="https://www.benzinga.com/trading-ideas/movers/25/06/46129177/pony-ai-stock-pops-on-report-uber-is-in-talks-with-travis-kalanick-to-invest-in-potential-deal">Pony AI Stock Pops On Report Uber Is In Talks With Travis Kalanick To Invest In Potential Deal</a>

The Bears
<a href="https://www.benzinga.com/trading-ideas/technicals/25/06/46080036/hims-crashes-on-novo-glp-1-fallout-buy-the-dip-or-bail">"HIMS crashes on Novo GLP‑1 fallout: buy‑the‑dip or bail?"</a>, by Surbhi Jain, reports that Hims &amp; Hers Health Inc. (NYSE: HIMS) shares plunged 34% after Novo Nordisk (NYSE: NVO) ended their partnership over claims of unapproved Wegovy compounding, with analysts warning that legal risk and lofty valuation may outweigh oversold technicals.
<a href="https://www.benzinga.com/news/health-care/25/06/46116103/altimmune-stock-sinks-after-mid-stage-data-from-fatty-liver-candidate">"Altimmune stock sinks after mid‑stage data from fatty liver candidate"</a>, by Vandana Singh, reports that Altimmune Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ALT#NASDAQ">ALT</a>) shares plunged after its Phase 2b trial showed pemvidutide resolved MASH in over half of treated patients (59.1% at 1.2 mg and 52.1% at 1.8 mg) with significant liver‑fat reduction, but missed the fibrosis endpoint — prompting broad investor concern.
<a href="https://www.benzinga.com/news/space/25/06/46055895/ast-spacemobile-stock-downgraded-rocket-lab-prepares-electron-launch-space-stock-countdown">"AST SpaceMobile stock downgraded, Rocket Lab prepares Electron launch: Space stock countdown"</a>, by Erica Kollmann, reports that AST SpaceMobile Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASTS#NASDAQ">ASTS</a>) was downgraded by Scotiabank to Sector Perform with a $45.40 target, even as Rocket Lab Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RKLB#NASDAQ">RKLB</a>) gears up for another Electron launch — factors highlighting heightened volatility in space stocks.
For more bearish takes, be sure to see these posts:
<a href="https://www.benzinga.com/markets/earnings/25/06/46083155/aerovironment-stock-sinks-despite-better-than-expected-q4-report-heres-why">AeroVironment Stock Sinks Despite Better-Than-Expected Q4 Report: Here's Why</a>
<a href="https://www.benzinga.com/markets/earnings/25/06/46128371/concentrix-stock-slips-after-mixed-q2-results-details">Concentrix Stock Slips After Mixed Q2 Results: Details</a>
<a href="https://www.benzinga.com/trading-ideas/movers/25/06/46118143/unity-software-stock-is-sliding-today-whats-going-on">Unity Software Stock Is Sliding Today: What's Going On?</a>

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Benzinga Bulls And Bears: Nvidia, Micron, HIMS — And Markets Soar On Mideast And Tariff Relief

Amazon.com, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) founder Jeff Bezos and journalist Lauren Sánchez <a href="https://www.benzinga.com/news/politics/25/06/46087635/bernie-sanders-slams-jeff-bezos-lavish-wedding-plans-demands-end-to-oligarchy-amazon-founder-pays-1-1-tax-takes-500-million-yacht-to-venice-while-kids-go-hungry">tied the kno</a>t on Friday in a luxurious wedding that cost an estimated $50 million.
The three-day celebration took place in Venice, drawing <a href="https://www.benzinga.com/news/events/25/06/46136092/jeff-bezos-lauren-sanchez-wedding-draws-star-studded-guest-list-to-venice-here-are-the-celebs-who-showed-up-so-far">numerous A-list celebrities</a> and spotlighting extravagant details like foam parties, custom-designed goodie bags and high-end fashion.
Foam Party On Bezos' $500 Million Yacht
The festivities began with an unconventional foam party on Bezos' $500 million super yacht. The yacht was anchored near Croatia's Unije Island, where the couple celebrated Sánchez's son Evan Whitesell's 19th birthday, <a href="https://www.theguardian.com/technology/2025/jun/27/jeff-in-venice-seven-takeaways-from-the-bezos-sanchez-wedding">reported</a> The Guardian.
See Also:&nbsp;<a href="https://www.benzinga.com/news/politics/25/06/46087132/elizabeth-warren-says-the-tax-break-for-mark-zuckerbergs-meta-is-so-bountiful-under-trumps-big-beautiful-bill-that-35-copay-from-each-american-wont-still" target="_blank" rel="noreferrer noopener">Elizabeth Warren Says The Tax Break For Mark Zuckerberg's Meta Is So Bountiful Under Trump's ‘Big Beautiful Bill' That $35 Copay From Each American Won't Still Match It</a>
A Charitable Wedding Invitation
For a couple with a fortune worth billions, Bezos and Sánchez asked guests for something a little unusual: no gifts. Instead, they encouraged guests to make donations on their behalf to charitable causes, including Venice International University and lagoon restoration efforts, the report said.
Exclusive Goodie Bags For Guests
Each guest was given a specially curated goodie bag, which included sweet treats from a renowned Venetian pastry shop, Rosa Salva and colorful Murano glassware from Laguna~B.
Thunderstorms And Public Protests
The celebrations weren't without their hiccups. On Thursday night, a freak thunderstorm disrupted one of the welcoming events at the Madonna dell'Orto cloisters, soaking guests and cutting the event short.
Additionally, public <a href="https://www.benzinga.com/news/entertainment/25/06/46062022/protests-rock-jeff-bezos-gondola-want-to-rent-venice-for-a-wedding-pay-more-tax">protests against the couple's lavish wedding</a> took place, with activists voicing opposition to the extravagant celebration, the report added.
Fashion Choices And Iconic Looks
Sánchez was seen arriving at the ceremony dressed in what appeared to be an Audrey Hepburn-inspired look, with a headscarf and sunglasses.
As per the report, speculations were that she would wear a Dolce &amp; Gabbana dress, as she has been a long-time fan of the Italian brand.
Art And Culture For The Elite
For some of the guests, including Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) co-founder Bill Gates, the celebration also included a cultural experience. Gates, with an art collection valued at $127 million, visited the Gallerie dell&#8217;Accademia, home to works like Titian's Pietà, during some downtime before the ceremony, the report said.
Read Next:&nbsp;
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Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: Shutterstock

Jeff Bezos, Lauren Sanchez Get Married In A $50 Million Wedding In Venice: From Foam Party On His $500 Million Yatch To Goodie Bags, Here's What We Know

Jim Cramer&nbsp;expressed concerns on Monday about&nbsp;Palantir Technologies Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>) experiencing a significant stock decline, questioning if it was a result of the Russell index rebalance.
What Happened: Palantir's stock price plunged by over 10% on Friday, amid easing tensions in the Middle East and a possible pullback after a recent bull run in the stock.
Despite this drop, Benzinga's Edge Stock Rankings show Palantir's shares rank in the 98th and 97% percentiles on Momentum and Growth, respectively. Click&nbsp;<a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound" target="_blank" rel="noreferrer noopener">here</a>&nbsp;for deeper insights into the stock.
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img loading="lazy" decoding="async" width="957" height="136" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/28004846/PLTR-Benzinga-Edge-rankings.jpg" alt="" class="wp-image-965593" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/28004846/PLTR-Benzinga-Edge-rankings.jpg 957w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/28004846/PLTR-Benzinga-Edge-rankings-300x43.jpg 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/28004846/PLTR-Benzinga-Edge-rankings-768x109.jpg 768w" sizes="(max-width: 957px) 100vw, 957px" /></a></figure>
CNBC's "Mad Money" host Cramer wondered if the fall in Palantir stock could be due to a rebalance by FTSE Russell in its U.S. indices.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Was Palantir a casualty of the Russell rebalance?
&mdash; Jim Cramer (@jimcramer) <a href="https://twitter.com/jimcramer/status/1938691380722667837?ref_src=twsrc%5Etfw">June 27, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
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Cramer&#8217;s post comes after he recently praised Palantir, suggesting it has the potential to be valued at <a href="https://www.benzinga.com/markets/tech/25/06/46134364/palantir-is-a-200-stock-masquerading-as-144-says-jim-cramer-highlights-new-nuclear-operating-system-microsoft-endorsement">$200 per share</a>, despite its current trading levels.
During his analysis, Cramer also highlighted Palantir&#8217;s new nuclear operating system and endorsement from&nbsp;Microsoft Corp.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>).
See Also:&nbsp;<a href="https://benzinga.com/news/24/09/40791990/oracle-to-rally-around-29-here-are-10-top-analyst-forecasts-for-tuesday" target="_blank" rel="noreferrer noopener">Oracle To Rally Around 29%? Here Are 10 Top Analyst Forecasts For Tuesday</a>
Why It Matters: The stock market often reacts to index rebalances, which can cause volatility. Cramer&#8217;s comments come at a time when Palantir&#8217;s stock has been performing well, hitting <a href="https://www.benzinga.com/trading-ideas/movers/25/06/46098312/palantir-stock-hits-all-time-high-whats-going-on">new all-time highs</a> and rising over 500% in the past year.
Despite the recent drop, the stock remains up approximately 93% year-to-date.
Moreover, Palantir&#8217;s innovative approach, particularly its Forward Deployed Engineer model, has <a href="https://www.benzinga.com/markets/equities/25/06/46109638/microsoft-ceo-satya-nadella-praises-palantirs-fde-model-as-fantastic-insiders-say-its-not-consulting-it-builds-the-product-customers-need">received praise</a> from industry leaders like&nbsp;Satya Nadella, CEO of Microsoft. Nadella described the model as &#8220;fantastic,&#8221; emphasizing its unique role in product development rather than traditional consulting.
Price Action:&nbsp;Shares of Palantir closed 10.64% lower on Friday, but rose 2.85% in 0.69% after hours.
Read Next:
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<li><a href="https://www.benzinga.com/news/topics/25/06/46090389/palantirs-defense-chief-says-iran-nuclear-program-set-back-significantly-by-us-strikes-but-intel-split-on-how-long" target="_blank" rel="noreferrer noopener">Palantir's Defense Chief Says Iran Nuclear Program ‘Set Back Significantly' By US Strikes—But Intel Split On How Long</a></li>
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Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo: slyellow / Shutterstock.com

Palantir Stock Price Falls Over 10%: Jim Cramer Wonders If It Was A Casualty Of Russell Rebalance Days After Calling It A $200 Stock

<a href="https://www.theinformation.com/articles/google-convinces-openai-use-tpu-chips-win-nvidia" title="https://www.theinformation.com/articles/google-convinces-openai-use-tpu-chips-win-nvidia">https://www.theinformation.com/articles/google-convinces-openai-use-tpu-chips-win-nvidia</a>

'Google Convinces OpenAI To Use TPU Chips In Win Against Nvidia' - The Information

Wall Street returned to record highs at the end of June, with both the S&amp;P 500 and Nasdaq 100 breaking above their February peaks, capping a powerful rebound from <a href="https://www.benzinga.com/markets/economic-data/25/06/46124290/sp-500-hits-record-highs-and-history-says-the-best-is-yet-to-come">April's tariff-driven lows.</a>
Investor sentiment turned positive as geopolitical and trade risks eased. Oil prices slumped $12 to $65 after a symbolic Iranian strike on a U.S. base in Qatar failed <a href="https://www.benzinga.com/markets/25/06/46101460/oil-was-supposed-to-soar-on-iran-strikes-it-just-crashed-instead">to escalate tensions further. </a>
President Donald Trump announced that a ceasefire between Israel and Iran had been established, effectively ending the 12-day conflict.
During his two-day testimony before Congress, Federal Reserve Chair Jerome Powell said this year's tariff hikes are likely to raise prices and weigh on the economy, warranting caution <a href="https://www.benzinga.com/markets/economic-data/25/06/46077396/powell-interest-rates-trump-inflation-tariffs">on interest rate cuts.</a>
Powell's neutral tone sparked renewed friction with President Trump, who continues to criticize the Fed chair and fuel speculation over a possible leadership change when Powell's term <a href="https://www.benzinga.com/news/25/06/46115346/trump-powell-fed-chairman-odds-dollar">ends in May 2026</a>.
Markets now anticipate that Trump's influence could lead to a more dovish pivot at the central bank. Traders are pricing in two rate cuts before year-end and persistent dollar weakness, with the U.S. Dollar Index falling to levels last seen in February 2022—before Russia's invasion of Ukraine—and heading for its worst <a href="https://www.benzinga.com/markets/economic-data/25/06/46146713/trump-dollar-outlook-tariffs-debt">half-year since 1991.</a>
The stock rally gained momentum at the end of the week as Commerce Secretary Howard Lutnick said the U.S. reached a trade agreement with China. Officials also signaled progress in trade talks with at least 10 other countries, suggesting a softening stance from the White House toward protectionist policies.
In corporate news, Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) surged to new record highs, reaching a market <a href="https://www.benzinga.com/content/46149573/nvidias-stock-price-hits-new-highs-this-is-whats-next">capitalization of $3.85 trillion. </a>
The AI-chip giant reclaimed the title of the world's most valuable publicly traded company, overtaking Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) once again amid continued dominance in the AI chip market. 
On Friday, Trump announced an abrupt halt to all trade negotiations with Canada, a key U.S. trading partner, due to a Digital Services Tax on U.S. corporations. The move halted the market&#8217;s strong gains during the session and raised investor anxiety ahead of July&#8217;s 9 tariff deadline.
Read Next:
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<li><a href="https://www.benzinga.com/news/politics/25/06/46150909/trump-canada-tariffs-dollar-deal">Trump Flips On Canada Trade Deal, Sending Shivers Through Wall Street</a> </li>
</ul>
Image created using artificial intelligence via Midjourney.

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Macro Economic Events

Regulations

Economics

Federal Reserve

Wall Street Soars To Record Highs, Nvidia Becomes World's Most Valuable Company: This Week In Markets

Microsoft Corp.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) postponed the commercialization of its in-house next-gen <a target="_blank" href="https://www.benzinga.com/topic/chip-stocks" rel="noreferrer noopener">artificial intelligence chip</a>, Maia (code-named Braga), by at least six months from 2025 to 2026 due to unexpected changes to its design and staffing constraints.
There were also concerns over the chip lagging behind Nvidia Corp.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) Blackwell chip that hit the market in 2024, Reuters reported on Friday, citing the Information.
Microsoft introduced the Maia chip in <a target="_blank" href="https://www.benzinga.com/markets/equities/23/11/35820417/cramer-says-microsoft-simply-cant-compete-with-nvidia-after-software-giant-launches-in-house-ai-" rel="noreferrer noopener">November 2023</a>, but unlike its competitors, the company has struggled to ramp up production.
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/tech/25/06/46111075/microsofts-new-ai-lab-powers-wisconsin-manufacturing" rel="noreferrer noopener">Microsoft&#8217;s New AI Lab Powers Wisconsin Manufacturing</a>
Cloud rivals like Amazon.Com (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) (with its <a target="_blank" href="https://www.benzinga.com/media/24/12/42356920/amazon-halts-inferentia-ai-chip-development-to-take-on-nvidia-how-trainium-is-shaping-up-to-be-the-new-weapon-in-ai-chip-wars" rel="noreferrer noopener">Trainium3</a> chip) and 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>) (with its Tensor Processing Units) have made more significant strides in in-house chip development and deployment.
These advancements by rivals underscore the intense competition among tech giants to develop custom AI processors, aiming to optimize performance and reduce reliance on external suppliers like Nvidia, thereby reducing costs.
In 2024, Microsoft reportedly <a target="_blank" href="https://www.benzinga.com/tech/24/12/42547442/microsof-scoops-up-485000-nvidia-ai-chips-twice-as-many-as-its-closest-rival-meta-report" rel="noreferrer noopener">purchased close to</a> 485,000 Nvidia &#8220;Hopper&#8221; AI chips, beating Meta Platforms (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>), which procured 224,000&nbsp;chips.
For context on Nvidia&#8217;s dominant position and financial performance, the company reported <a target="_blank" href="https://www.benzinga.com/news/earnings/25/05/45657660/nvidia-q1-highlights-china-export-ban-hits-results-but-jensen-huang-says-demand-incredibly-strong" rel="noreferrer noopener">first-quarter revenue</a> of $44.1 billion, up 69% year-over-year and up 12% from the fourth quarter.
The revenue beat a Street consensus estimate of $43.2 billion. Nvidia faced an export ban on H20 products to China on April 9, prompting it to book a $4.5 billion charge in the first quarter.
Still, Nvidia guided for second-quarter revenue of $45.0 billion, +/- 2%. The guidance includes the loss of $8.0 billion in H20 revenue due to the export controls.
Barclays projected Nvidia to <a target="_blank" href="https://www.benzinga.com/markets/tech/25/06/45992099/nvidia-stock-could-rise-another-38-making-jensen-huang-led-ai-giant-a-nearly-5-trillion-company-says-barclays" rel="noreferrer noopener">reach a market cap</a> of $5 trillion backed by AI market leadership, growing opportunities in&nbsp;sovereign AI, and the Blackwell AI platform.
In June, Nvidia overtook Microsoft to become the world&#8217;s most valuable&nbsp;publicly traded&nbsp;company, with a market cap of $3.4 trillion.
Price Actions: MSFT stock is trading higher by 0.10% to $497.98 at last check Friday. NVDA is up 1.49%.
Read Next:
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<li><a href="https://www.benzinga.com/news/25/06/46040754/amazons-powerful-aws-custom-chip-to-get-an-upgrade-why-is-it-important" target="_blank" rel="noreferrer noopener">Amazon&#8217;s Powerful AWS Custom Chip To Get An Upgrade &#8211; Why Is It Important?</a></li>
</ul>
Photo via Shutterstock

Media

Microsoft's Next-Gen AI Chip Still Lags Nvidia's Blackwell, Postpones Launch

Time Magazine&#8217;s annual 100 Most Influential Companies list for 2025 includes many companies investors are familiar with, with numerous names originating from the growing <a href="https://www.benzinga.com/topic/artificial-intelligence">artificial intelligence sector.</a>
The <a href="https://time.com/7297630/time-reveals-the-2025-time100-most-influential-companies-in-the-world/">list</a> seeks to honor the top businesses that are helping "chart an essential path forward."
"No single data point or financial metric makes a TIME100 Company. Instead, we looked at a mosaic of qualities, studying impact, innovation, ambition, and success, each in the forms that take shape today. And as we say for all TIME100 projects: influence comes in many forms, for better and for worse," Time editors said of the list.
 The Public Companies: Similar to the list of the <a href="https://www.benzinga.com/general/entertainment/25/04/44854679/time-100-most-influential-people-includes-elon-musk-mark-zuckerberg-alex-karp-and-more-public-company-ceos">Most Influential People</a> that Time published earlier this year, the list of influential companies includes top tech, AI, crypto, and healthcare names that are experiencing impressive growth and bringing life-changing technology to consumers or other companies.
Here is the list of publicly traded companies or those that are part of a publicly traded company. It is broken down by the key groups used by Time: Innovators, Disruptors, Leaders, Titans and Pioneers.
Innovators
<ul class="wp-block-list">
<li>On Holding (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ONON#NYSE">ONON</a>): footwear</li>
<li>Alibaba Group Holding (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>): Chinese e-commerce</li>
<li>Nintendo Co (OTC:<a class="ticker" href="https://www.benzinga.com/stock/NTDOY#OTC">NTDOY</a>): video games</li>
<li>BYD Co (OTC:<a class="ticker" href="https://www.benzinga.com/stock/BYDDY#OTC">BYDDY</a>)(OTC:<a class="ticker" href="https://www.benzinga.com/stock/BYDDF#OTC">BYDDF</a>): electric vehicles</li>
<li>Gap, unit of Gap Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GAP#NYSE">GAP</a>): apparel</li>
<li>Dick's Sporting Goods (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DKS#NYSE">DKS</a>): sports and outdoor retailer</li>
<li>EssilorLuxottica (OTC:<a class="ticker" href="https://www.benzinga.com/stock/ESLOY#OTC">ESLOY</a>): sunglasses, optical wear</li>
</ul>
Disruptors
<ul class="wp-block-list">
<li>Waymo, unit of 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>)</li>
<li>Life Time Group Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LTH#NYSE">LTH</a>): fitness centers</li>
<li>Elf Beauty (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ELF#NYSE">ELF</a>): beauty products</li>
<li>Poppi, unit of PepsiCo (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PEP#NASDAQ">PEP</a>): beverages</li>
<li>UFC, unit of TKO Group Holding (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TKO#NYSE">TKO</a>): fighting sports league</li>
<li>Pop Mart (OTC:<a class="ticker" href="https://www.benzinga.com/stock/PMRTY#OTC">PMRTY</a>): pop culture retailer</li>
<li>Coinbase Global (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COIN#NASDAQ">COIN</a>): cryptocurrency trading platform</li>
<li>SharkNinja Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SN#NYSE">SN</a>): home appliances</li>
</ul>
Leaders
<ul class="wp-block-list">
<li>Engie (OTC:<a class="ticker" href="https://www.benzinga.com/stock/ENGIY#OTC">ENGIY</a>): energy company</li>
<li>Prologis (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PLD#NYSE">PLD</a>): industrial and logistics real estate</li>
<li>Cloudflare Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NET#NASDAQ">NET</a>): a software company</li>
<li>Gilead Sciences (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GILD#NASDAQ">GILD</a>): biotechnology, healthcare</li>
<li>Duolingo Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DUOL#NASDAQ">DUOL</a>): mobile learning</li>
<li>BlackRock (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BLK#NYSE">BLK</a>): financials</li>
<li>Hyundai Motor (OTC:<a class="ticker" href="https://www.benzinga.com/stock/HYMTF#OTC">HYMTF</a>): automotives</li>
<li>LinkedIn, unit of Microsoft Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>): social networking</li>
<li>Coursera Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COUR#NYSE">COUR</a>): online learning</li>
</ul>
Titans
<ul class="wp-block-list">
<li>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>): conglomerate</li>
<li>Comcast, NBC Universal, units of Comcast Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>): media and entertainment</li>
<li>L'Oreal (OTC:<a class="ticker" href="https://www.benzinga.com/stock/LRLCY#OTC">LRLCY</a>): beauty company</li>
<li>DoorDash Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DASH#NASDAQ">DASH</a>): food delivery</li>
<li>Meta Platforms (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>): social networking</li>
<li>Palantir Technologies (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>): a software company</li>
<li>Amazon.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>): e-commerce</li>
<li>Arm Holdings PLC (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARM#NASDAQ">ARM</a>): semiconductors</li>
<li>Procter &amp; Gamble (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PG#NYSE">PG</a>): consumer products</li>
<li>Fiserv Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FI#NYSE">FI</a>): financial technology</li>
<li>MercadoLibre Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MELI#NASDAQ">MELI</a>): Latin American e-commerce</li>
<li>Walmart Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WMT#NYSE">WMT</a>): retailer</li>
<li>Netflix Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>): streaming</li>
<li>Taiwan Semiconductor Manufacturing (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>): semiconductors</li>
<li>Universal Music Group (OTC:<a class="ticker" href="https://www.benzinga.com/stock/UNVGY#OTC">UNVGY</a>)(OTC:<a class="ticker" href="https://www.benzinga.com/stock/UMGNF#OTC">UMGNF</a>): music publishing</li>
</ul>
Pioneers
<ul class="wp-block-list">
<li>ASML Holding (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASML#NASDAQ">ASML</a>): semiconductors</li>
<li>Equinor ASA (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EQNR#NYSE">EQNR</a>): oil and gas</li>
<li>Abbott Laboratories (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ABT#NYSE">ABT</a>): medical devices</li>
<li>Softbank Group (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SFTBF#OTC">SFTBF</a>)(OTC:<a class="ticker" href="https://www.benzinga.com/stock/SFTBY#OTC">SFTBY</a>): telecom and e-commerce conglomerate</li>
<li>CRISPR Therapeutics (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRSP#NASDAQ">CRSP</a>): gene editing</li>
</ul>
Read Also: <a href="https://www.benzinga.com/general/social-media/24/09/40760039/elon-musk-less-influential-to-artificial-intelligence-than-scarlett-johansson-time-magazine-">Elon Musk Less Influential To Artificial Intelligence Than Scarlett Johansson, Time Magazine Says: Billionaire Brushes Off Exclusion – &#8216;Magazines Do Not Establish Relevance, History Does&#8217;</a>
Why It's Important: Nearly half of this year's list includes companies that are publicly traded or part of publicly traded companies. This means investors can get exposure to what Time considers some of the most influential companies in the world.
Some of the companies are newer to the public market, which could mean that the 50+ companies that are not yet public could be among IPOs to watch for in the second half of 2025 and beyond.
Some of the most recognizable private companies on this year's list include OpenAI, Polymarket, Anthropic, Anduril, Beast Industries and SpaceX.
When seeking companies that can drive revenue growth and gain customer and consumer adoption, the most influential lists can be a valuable starting point for investors.
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/general/entertainment/25/03/44367926/mark-cuban-kevin-oleary-rejected-poppi-on-shark-tank-pepsi-just-paid-1-9-billion-to-acquire-company">Mark Cuban, Kevin O&#8217;Leary Rejected Poppi On Shark Tank, Pepsi Just Paid $1.9 Billion To Acquire Company</a></li>
</ul>
Photo: Shutterstock

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44 Public Companies Make Time's Most Influential List: Coinbase, UFC, Nintendo, Netflix And More Stocks Investors Can Buy

After sitting cozy for years in a U.S.-centric equity bubble, investors are finally being served a wake-up call. With U.S. valuations at elevated levels and global equities outperforming the U.S. in 2025, the long-standing &#8220;home bias&#8221; in American portfolios is starting to appear more like a risk factor than a security blanket. 
In this scenario, T. Rowe Price debuted two new <a href="https://www.benzinga.com/etfs">actively managed ETFs</a>: the T. Rowe Price Global Equity ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TGLB#NYSE">TGLB</a>) and the T. Rowe Price Equity Research ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TIER#NYSE">TIER</a>). Transparent and competitively priced, the funds are designed for investors who may be willing to step, or leap, beyond the borders of the S&amp;P 500.
Tim Coyne, T. Rowe Price&#8217;s global head of ETFs, stated that TIER and TGLB provide enhanced access to global investing opportunities within the ETF wrapper, offering investors the ability to diversify their portfolios while benefiting from the advantages of active management.
Also Read: <a href="https://www.benzinga.com/etfs/new-etfs/25/06/46127406/direxions-new-etfs-let-traders-supercharge-bets-on-cisco-and-qualcomm-with-a-catch">Direxion&#8217;s New ETFs Let Traders Supercharge Bets On Cisco And Qualcomm, With A Catch</a>
<h2 class="wp-block-heading">TGLB: A Concentrated Global Play</h2>
The TGLB fund has a concentrated strategy, featuring a high-conviction blend of 45–60 developed and U.S. stocks. At its launch, the fund still relies quite heavily on familiar American megacaps, such as Microsoft (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) (5%), Amazon (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) (4.5%), and Meta (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) (4.3%), but it will adapt to changing global opportunities.
Helmed by veteran manager Peter Bates, who leads T. Rowe's Global Select Equity Strategy, the fund aims to surpass benchmarks, focusing on high-quality growth stories regardless of their trading location.
Expense ratio: 0.46%
<h2 class="wp-block-heading">TIER: No America, More Diversity</h2>
If TGLB gently nudges investors abroad, TIER goes all in, cutting U.S. equities entirely and instead spreading capital across more than 350 stocks from both developed and emerging markets.
Initial top holdings were iShares MSCI India ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/INDA#BATS">INDA</a>), Taiwan Semiconductor Manufacturing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) and Tencent Holdings (OTCPK: TCEHY), a message that the fund is not merely shunning the U.S., but actively seeking exposure to the world&#8217;s new growth drivers.
The fund is co-managed by six portfolio managers, each with regional expertise and access to the firm&#8217;s team of about 40 global research analysts. TIER is structured to track the MSCI ACWI ex USA Index geographically and by sector, with the flexibility of active choice-making.
Expense ratio: 0.38%
<h2 class="wp-block-heading">A Calculated Push Toward Global Thinking</h2>
With these two funds, T. Rowe Price isn&#8217;t racing after fads; it&#8217;s filling a more strategic void in numerous portfolios. The company is essentially wagering that investors will eventually grow tired of being overweight in a few of the more overvalued U.S. tech names and begin to hunger for more diversification with an institutional-level perspective.
And though INDA or TSMC don&#8217;t exactly read like revolutionary portfolio selections, the actual change is psychological: providing retail investors with the tools to venture beyond their comfort zone.
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/etfs/broad-u-s-equity-etfs/25/06/45978750/why-smart-money-is-spreading-out-etf-flows-signal-surge-in-portfolio-diversification">Why Smart Money Is Spreading Out: ETF Flows Signal Surge In Portfolio Diversification</a></li>
</ul>
Photo: Shutterstock

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