Jeff Bezos, the Amazon.com, Inc. founder, once revealed that quality rest and fewer, smarter decisions—not hustle culture—are the keys to long-term leadership success.



<h2 class="wp-block-heading">Bezos On Prioritizing Sleep And High-IQ Mornings</h2>



In a 2018 interview with billionaire investor David Rubenstein, Bezos explained why he structures his day around rest, family time, and high-quality decision-making.



"I like to putter in the morning," Bezos said, adding he reads the newspaper, drinks coffee and has breakfast with his kids.&nbsp; This is because he values mental clarity; he schedules all his mentally demanding meetings for 10 a.m. and avoids major decisions after 5 p.m.



Bezos also stressed the importance of sleep, saying he gets eight hours a night whenever possible. "I think better, I have more energy, and my mood is better," he said. "As a senior executive, you get paid to make a small number of high-quality decisions," adding that he doesn't think a person in his position should risk lower quality by being tired.



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<li>Warren Buffett once said, "If you don't find a way to make money while you sleep, you will work until you die."<a href="https://arrivedhomes.go2cloud.org/aff_c?offer_id=8&amp;aff_id=1006&amp;aff_sub=yahoo"> Here&#8217;s how you can earn passive income with just $100.</a></li>
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<h2 class="wp-block-heading">Buffett's Philosophy: Fewer, Smarter Choices</h2>



Bezos cited Berkshire Hathaway CEO Warren Buffett's minimalist decision-making style as a model: "Warren Buffett says he's good if he makes three good decisions a year," adding, "I make like three good decisions a day."



He also said that Amazon's senior leaders operate with a long-term mindset and are already working on strategies that will materialize in future quarters.



"That quarter was baked three years ago," Bezos remarked when complimented on strong results. "I'm working on a quarter that'll show in 2021," he said during the interview in 2018.



<figure class="wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio"><div class="wp-block-embed__wrapper">
<iframe loading="lazy" title="What Jeff Bezos Says About Sleep" width="500" height="281" src="https://www.youtube.com/embed/zsPgNuuS8pA?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
</div></figure>



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.



<h2 class="wp-block-heading">A Stark Contrast With Elon Musk's Approach</h2>



Bezos' philosophy <a href="https://www.benzinga.com/news/23/05/32392915/sleepless-billionaire-ceos-do-you-get-more-sleep-than-elon-musk-and-jeff-bezos">stands in sharp contrast</a> with Tesla Inc. CEO Elon Musk, who has said he works over 120 hours a week and gets just six hours of sleep a night. Musk's sleep-deprived grind has become legendary—but it's not without risks.



Medical research, including a 2017 study in the journal Annals of Neurology, shows that sleep deprivation can impair decision-making and increase risk-taking.



Bezos joins a group of successful figures, including Albert Einstein and Winston Churchill, who championed sleep as essential. While hustle culture persists, his message is clear: Great leadership isn't about burning out—it's about being present, sharp, and forward-thinking.



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<li>‘Scrolling To UBI' — Deloitte's #1 fastest-growing software company allows users to earn money on their phones. <a href="https://www.benzinga.com/money/mode-mobile-august-y2">You can invest today for just $0.30/share.</a> </li>
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Photo: Lev Radin / Shutterstock.com

News

Jeff Bezos Once Said Great Leaders Need More Sleep, Not More Hours — Amazon Founder Then Explained His Point Using This Warren Buffett Rule

The past week was a rollercoaster ride for the market, with significant developments in the electric vehicle (EV) sector. From Rivian&#8217;s second-quarter earnings report to Lyft&#8217;s stock drop, the EV market hitting new records, Lucid facing near-term headwinds, and Tesla dominating used EV sales, there was no shortage of action. Here&#8217;s a quick recap of the top stories.



Rivian Automotive Inc&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RIVN#NASDAQ">RIVN</a>) Q2 Earnings: A Mixed Bag



Rivian&nbsp;released its second-quarter financial results, which revealed a revenue beat but an EPS miss. Despite heavier losses, the company&#8217;s delivery guidance remains on track.



<a href="https://www.benzinga.com/markets/earnings/25/08/46872875/rivian-q2-earnings-revenue-beat-eps-miss-delivery-guidance-stays-on-track-but-with-heavier-losses">Read the full article here.</a>



LYFT Inc.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LYFT#NASDAQ">LYFT</a>) Stock Takes A Hit Post Q2 Results



Lyft released its second-quarter results, which led to a drop in its stock. Despite beating the analyst consensus estimate with earnings of 10 cents per share, the market reacted negatively.



<a href="https://www.benzinga.com/markets/earnings/25/08/46926739/lyft-stock-drops-after-q2-results-heres-why">Read the full article here.</a>



See Also:&nbsp;<a href="https://benzinga.com/tech/24/12/42712707/tesla-offers-free-lifetime-supercharging-with-foundation-series-cybertruck-as-it-looks-to-clear-inventory" target="_blank" rel="noreferrer noopener">Tesla Offers Free Lifetime Supercharging With Foundation Series Cybertruck As It Looks To Clear Inventory</a>



Record-Breaking EV Market Share In Europe



The European EV market continues to dominate, with July hitting new records. Only 25 petrol-only vehicles were sold for the month, indicating a significant shift towards electric vehicles.



<a href="https://www.benzinga.com/trading-ideas/long-ideas/25/08/46829947/evs-hit-record-98-in-this-country-here-are-the-leading-brands">Read the full article here.</a>



Lucid Group Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LCID#NASDAQ">LCID</a>) Faces Near-Term Headwinds Despite Uber Robotaxi Plans



Lucid Group shares fell after the EV maker reported disappointing second-quarter results. Despite plans for an Uber Robotaxi launch, the company faces near-term headwinds.



<a href="https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/08/46919762/lucid-2026-midsize-ev-uber-robotaxi-launch-to-boost-demand-but-near-term-headwinds-linger">Read the full article here.</a>



Tesla Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) Dominates Used EV Sales



Tesla continues to dominate the used EV sales on Carvana, with an electrified mix hitting a record 9%. The company reported that 9% of the unit sales were EVs and PHEVs in the second quarter of 2025, up from just over 2% in the same period in 2023.



<a href="https://www.benzinga.com/markets/equities/25/08/46989865/tesla-dominates-used-ev-sales-on-carvana-as-electrified-mix-hits-record-9">Read the full article here.</a>



Read Next:&nbsp;



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<li><a href="https://www.benzinga.com/news/esg/25/06/45739698/bill-gates-commits-majority-of-200-billion-foundation-budget-to-africa-over-next-20-years-amid-trumps-massive-usaid-cuts" target="_blank" rel="noreferrer noopener">Bill Gates Commits Majority Of $200 Billion Foundation Budget To Africa Over Next 20 Years Amid Trump's Massive USAID Cuts</a></li>
</ul>



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/ananya-gairola" target="_blank" rel="noreferrer noopener">Ananya Gairola</a>

LCID

LYFT

RIVN

TSLA

Tesla Leads Used EV Sales In Record-Setting Week As Rivian Misses, Lyft Stock Falls, Lucid Faces Headwinds — This Week In Mobility

These ten large-cap stocks were top performers last week. Are they a&nbsp;<a target="_blank" href="https://www.benzinga.com/trading-ideas" rel="noreferrer noopener">part of your portfolio</a>?



<ol class="wp-block-list">
<li>Astera Labs, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ALAB#NASDAQ">ALAB</a>) stock gained 30.68% last week after the company reported better-than-expected Q2 financial results and issued <a href="https://www.benzinga.com/trading-ideas/movers/25/08/46909372/astera-labs-stock-is-ripping-higher-whats-driving-the-momentum" target="_blank" rel="noreferrer noopener">Q3 guidance above estimates.</a></li>



<li>Nebius Group N.V. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NBIS#NASDAQ">NBIS</a>) stock gained 29.97% last week after it reported second-quarter revenue of $105.1 million, up 625% year-over-year and up 106% on a quarter-over-quarter basis. The revenue increase was driven by continued strong demand from increasing AI use cases, growth in adoption and the <a href="https://www.benzinga.com/markets/earnings/25/08/46961930/whats-going-on-with-nebius-group-stock-thursday" target="_blank" rel="noreferrer noopener">expansion of the company's client base.</a></li>



<li>Shopify Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SHOP#NASDAQ">SHOP</a>) stock gained 24.24% last week after the company reported better-than-expected second-quarter sales. Also, multiple analysts<a href="https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/08/46967247/shopify-fires-on-all-cylinders-as-q2-results-trigger-bullish-analyst-forecasts" target="_blank" rel="noreferrer noopener"> raised their price forecast on the stock</a>.</li>



<li>CoreWeave, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>) stock soared 21.81% last week. The company is scheduled to announce its second-quarter <a href="https://www.benzinga.com/pressreleases/25/07/b46586469/coreweave-announces-date-of-second-quarter-2025-financial-results" target="_blank" rel="noreferrer noopener">results on August 12.</a></li>



<li>Gold Fields Limited (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GFI#NYSE">GFI</a>) stock<a href="https://www.benzinga.com/movers" target="_blank" rel="noreferrer noopener"> gained 17.54% last week.</a></li>



<li>Palantir Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>) stock gained 17.73% last week after the company reported better-than-expected second-quarter financial results, issued third-quarter sales guidance above estimates, and <a href="https://www.benzinga.com/trading-ideas/movers/25/08/47003196/palantir-technologies-stock-hits-a-new-all-time-high-whats-going-on" target="_blank" rel="noreferrer noopener">raised its FY25 sales guidance.</a></li>



<li>Applovin Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APP#NASDAQ">APP</a>) stock gained 17.22% last week. The company reported third-quarter financial results. Also, multiple analysts raised <a href="https://www.benzinga.com/trading-ideas/movers/25/08/46966984/whats-going-on-with-applovin-stock-thursday" target="_blank" rel="noreferrer noopener">the price forecast on the stock.</a></li>



<li>BWX Technologies, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BWXT#NYSE">BWXT</a>) stock gained 18.46% last week after  the company reported better-than-expected Q2 financial<a href="https://www.benzinga.com/pressreleases/25/08/b46839582/bwx-technologies-reports-second-quarter-2025-results" target="_blank" rel="noreferrer noopener"> results and raised its FY25 guidance.</a></li>



<li>Arista Networks, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>) stock gained 19.79% last week after the company reported better-than-expected second-quarter financial results. Also, multiple analysts raised the price forecas<a href="https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/08/46918902/why-arista-networks-stock-is-skyrocketing-wednesday" target="_blank" rel="noreferrer noopener">t on the stock.</a></li>



<li>Pan American Silver Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PAAS#NYSE">PAAS</a>) stock gained 16.65% last week after the company reported better-than-expected<a href="https://www.benzinga.com/pressreleases/25/08/b46928952/pan-american-silver-reports-unaudited-second-quarter-2025-results" target="_blank" rel="noreferrer noopener"> second-quarter financial results.</a></li>
</ol>



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Equities

Large Cap

Markets

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General

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NBIS

PAAS

PLTR

SHOP

Shopify, Palantir, And Applovin Are Among Top Large Cap Gainers Last Week (August 4-August 8): Are The Others In Your Portfolio?

The past week has been a whirlwind of news in the world of cryptocurrency and finance. From Robert Kiyosaki&#8217;s bold predictions of the U.S. Federal Reserve to President Donald Trump&#8217;s potential penalties on banks, there&#8217;s a lot to unpack.



Let&#8217;s dive into the top stories of the week.



Robert Kiyosaki: Trump&#8217;s Crypto Vision



Author Robert Kiyosaki has offered his insights on the future of the U.S. Federal Reserve in light of recent developments in cryptocurrency policy. Kiyosaki believes that Trump&#8217;s dedication to making the U.S. a global hub for cryptocurrency could lead to the dissolution of the Federal Reserve. However, no official steps have been taken to either remove Fed Chairman Jerome Powell or disband the central bank.



<a href="https://www.benzinga.com/crypto/cryptocurrency/25/08/46817165/robert-kiyosaki-donald-trump-just-fired-the-marxist-fed-to-make-america-the-crypto-capital">Read the full article here.</a>



Trump&#8217;s Penalties On Discriminatory Banks



The White House is reportedly preparing an executive order to impose penalties on banks accused of discriminating against conservatives and cryptocurrency firms. The news came out on Monday, but details about the potential penalties remain unclear.



<a href="https://www.benzinga.com/news/politics/25/08/46847545/trump-prepares-to-impose-penalty-on-banks-found-to-discriminate-against-conservatives-crypto-firms-">Read the full article here.</a>



See Also:&nbsp;<a href="https://benzinga.com/crypto/cryptocurrency/25/08/46947431/xrp-trades-higher-on-crypto-market-rebound-analyst-sets-price-target-at-7" target="_blank" rel="noreferrer noopener">XRP Trades Higher On Crypto Market Rebound — Analyst Sets Price Target At $7</a>



Bitcoin: The Digital Real Estate?



Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) is being redefined by institutions, not as a volatile asset, but as digital infrastructure similar to real estate. This perspective was shared by Fundstrat co-founder and Bitmine chairman Tom Lee, who compared owning Bitcoin to owning the land under a McDonald&#8216;s franchise.



<a href="https://www.benzinga.com/crypto/25/08/46861936/fundstrats-tom-lee-owning-bitcoin-is-like-owning-land-under-a-mcdonalds">Read the full article here.</a>



Scaramucci&#8217;s Endorsement Of Avalanche



SkyBridge Capital founder and cryptocurrency advocate Anthony Scaramucci has endorsed the Avalanche network, suggesting it is on the brink of significant growth.



<a href="https://www.benzinga.com/crypto/cryptocurrency/25/08/46958926/anthony-scaramucci-thinks-this-ethereum-killer-networks-moment-is-coming-here-is-why">Read the full article here.</a>



Arthur Hayes&#8217; Bitcoin and Ethereum Predictions



Arthur Hayes, Chief Investment Officer of Maelstrom and co-founder of BitMEX, anticipates a sharp correction in Bitcoin and Ethereum (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/eth/usd">ETH</a>) due to potential macroeconomic jitters. Hayes believes that a speculated U.S. tariff bill in the third quarter, along with the release of the lower-than-expected July jobs data, is likely to exert increased macroeconomic pressure.



<a href="https://www.benzinga.com/crypto/cryptocurrency/25/08/46818995/arthur-hayes-expects-bitcoins-pullback-to-100000-ethereum-to-test-3000-on-trump-tariffs-induced-headwinds">Read the full article here.</a>



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<li><a href="https://benzinga.com/markets/cryptocurrency/22/11/29640123/just-in-crypto-com-suspends-these-withdrawals-deposits-on-solana-chain" target="_blank" rel="noreferrer noopener">Just In: Crypto.com Suspends These Withdrawals, Deposits On Solana Chain</a></li>
</ul>



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/ananya-gairola" target="_blank" rel="noreferrer noopener">Ananya Gairola</a>



Photo Courtesy: Volodymyr Maksymchuk on Shutterstock.com

$BTC

$ETH

Trump Targets Banks For Crypto Bias, Scaramucci Flags 'Ethereum Killer,' Kiyosaki Slams 'Marxist Fed' As BTC Booms — This Week In Crypto

After last week's declines, triggered by a weaker-than-expected jobs report and a June inflation uptick, Wall Street rebounded with strong gains as earnings <a href="https://www.benzinga.com/earnings">momentum remained robust.</a>



<ul class="wp-block-list">
<li>QQQ ETF is breaking past resistance. <a href="https://www.benzinga.com/quote/QQQ">Check live chart here. </a></li>
</ul>



Palantir Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>) delivered better-than-expected Q2 results, sparking a 20% weekly rally – the best performance in the S&amp;P 500 – that pushed its market<a href="https://www.benzinga.com/trading-ideas/movers/25/08/46909708/palantir-stock-just-hit-all-time-highs-whats-behind-the-momentum"> capitalization above $500 billion.</a>



Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) announced an additional $100 billion in U.S. manufacturing investments, on top of the $500 billion pledged earlier this year. The move secured <a href="https://www.benzinga.com/markets/large-cap/25/08/46971119/apple-us-investment-tariff-exemption-stock-rally">an exemption from Trump's tariffs </a>and is expected to boost iPhone sales. Apple shares surged over 12% for the week, marking their strongest performance since 2020.



While tech stocks soared, pharmaceuticals struggled. Despite strong quarterly earnings, Eli Lilly &amp; Co. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LLY#NASDAQ">LLY</a>) plunged 14% on Thursday — its worst single-day drop since August 2000 — after trial data for its weight-loss pill orforglipron <a href="https://www.benzinga.com/markets/earnings/25/08/46960692/eli-lillys-closely-watched-obesity-pill-orforglipron-shows-around-12-weight-loss-but-trails-novo-nordisk">fell short of expectations.</a>



On the tariff front, President Donald Trump doubled duties on Indian imports to 50%, targeting New Delhi's purchase and resale of Russian crude.



He also confirmed a 39% tariff on Swiss imports and imposed new duties on one-kilogram gold bars, a move that could pressure Swiss gold refineries and disrupt the gold futures market.



Trump nominated Stephen Miran, current chair of the Council of Economic Advisers, to fill the Federal Reserve Board seat vacated by Adriana Kugler. Miran, whose term runs until January 2026, has argued that tariffs won't fuel inflation, a stance aligned with Trump's push <a href="https://www.benzinga.com/markets/equities/25/08/46980852/trump-nominates-stephen-miran-fed-board-2026">for lower interest rates. </a>



Markets see him as a likely ally to the president in future monetary policy decisions.



Trump's economic team is also reportedly considering current Fed Governor Christopher Waller as Jerome Powell's successor when Powell's<a href="https://www.benzinga.com/news/politics/25/08/46966504/christopher-waller-trump-jerome-powell-fed-chair"> term ends next year. </a>



Waller notably dissented in July's Fed meeting, voting for a rate cut while Powell and most policymakers favored holding rates steady.



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Image created using artificial intelligence via Midjourney.

AAPL

Apple Notches Best Week In Years, Trump Shakes Fed Leadership: This Week In Markets

U.S.–Russia ceasefire feelers set the backdrop as President Donald Trump&#8217;s surprise gold-bar tariff and broader trade moves met resilient tech earnings, lifting Wall Street after a jobs miss and June inflation uptick, while oil<a href="https://www.benzinga.com/markets" target="_blank" rel="noreferrer noopener"> pared losses .</a>



Reports from Washington and Moscow indicate exploratory talks on a Ukraine ceasefire that could formalize some Russian territorial gains, with a Trump–Putin summit under consideration next week.



On trade, President Donald Trump announced a surprise U.S. import tariff on gold bars, a move seen pressuring Switzerland&#8217;s refining industry; the New York futures–spot spread widened to a <a target="_blank" href="https://www.benzinga.com/markets/macro-economic-events/25/08/46999430/trump-tariffs-gold-switzerland-federal-reserves" rel="noreferrer noopener">record $90/oz as bullion edged 0.1% higher to $3,400/oz.</a>



Also Read:<a target="_blank" href="https://www.benzinga.com/markets/tech/25/08/46949685/zuck-poaching-effect-pushes-openai-to-announce-1-5-million-bonus-for-all-employees-even-new-hires-says-tech-entrepreneur" rel="noreferrer noopener"> &#8216;Zuck Poaching Effect&#8217; Pushes OpenAI To Announce $1.5 Million Bonus For All Employees—Even New Hires, Says Tech Entrepreneur</a>



On the tariff front, Trump&nbsp;doubled duties on Indian imports to 50%, targeting New Delhi&#8217;s purchase and resale<a target="_blank" href="https://www.benzinga.com/markets/market-summary/25/08/47014113/weekly-market-review-apple-trump-tariffs-india-waller" rel="noreferrer noopener"> of Russian crude.</a>



He also confirmed a 39% tariff on Swiss imports and imposed new duties on one-kilogram gold bars, a move that could pressure Swiss gold refineries and disrupt the gold futures market.



After last week&#8217;s declines—sparked by a weaker-than-expected jobs report and a June inflation uptick—<a target="_blank" href="https://www.benzinga.com/topic/magnificent-seven" rel="noreferrer noopener">Wall Street rebounded as earnings momentum remained firm.</a>



In commodities, oil briefly dipped below $64/bbl before paring losses, positioning to end a six-session slide.



Earnings:



Palantir Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>) reported second-quarter revenue of $1.004 billion, beating&nbsp;analyst estimates of $939.71 million. The company reported second-quarter adjusted earnings of 16 cents per share, <a target="_blank" href="https://www.benzinga.com/markets/earnings/25/08/46840353/palantir-q2-earnings-revenue-eps-beat-estimates-company-raises-guidance-citing-astonishing-impact-of-ai-leverage" rel="noreferrer noopener">beating analyst estimates of 14 cents per share</a>.



Uber Technologies, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NYSE">UBER</a>) reported second-quarter revenue growth of 18% year-on-year to $12.65 billion, beating the&nbsp;<a target="_blank" href="https://www.benzinga.com/markets/earnings/25/08/46902272/uber-q2-earnings-trips-surge-20-billion-stock-buyback-ceo-sees-no-slowdown" rel="noreferrer noopener">analyst consensus estimate&nbsp;of $12.46 billion.</a>



Airbnb, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ABNB#NASDAQ">ABNB</a>) reported $3.1 billion in revenue in second-quarter, up 13% year-over-year, and ahead of consensus<a target="_blank" href="https://www.benzinga.com/analyst-stock-ratings/reiteration/25/08/46977375/airbnb-impresses-with-earnings-yet-wall-street-flags-travel-headwinds-and-tougher-comps" rel="noreferrer noopener"> estimates at $3.03 billion.&nbsp;</a>



Shopify Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SHOP#NASDAQ">SHOP</a>) reported adjusted EPS of 35 cents in the second quarter, up 34.6% year over year, but missed the&nbsp;analyst <a target="_blank" href="https://www.benzinga.com/markets/earnings/25/08/46904989/shopify-stock-pops-on-strong-sales-global-momentum-cfo-highlights-merchant-surge-across-regions" rel="noreferrer noopener">consensus&nbsp;estimate&nbsp;of 29 cents.</a>



DoorDash, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DASH#NASDAQ">DASH</a>) reported second-quarter earnings of&nbsp;65&nbsp;cents per share, which beat the analyst <a target="_blank" href="https://www.benzinga.com/markets/earnings/25/08/46927549/doordash-stock-climbs-after-q2-report-orders-up-20-revenue-up-25-yoy" rel="noreferrer noopener">consensus estimate of&nbsp;43&nbsp;cents.</a>



Super Micro Computer, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) reported fourth-quarter net sales of $5.76 billion, up from $4.6 billion in the third quarter and $5.4 billion<a target="_blank" href="https://www.benzinga.com/markets/earnings/25/08/46872363/super-micro-computer-q4-earnings-highlights-shares-fall-on-double-miss-lower-guidance" rel="noreferrer noopener"> in last year&#8217;s fourth quarter.</a>



Datadog, Inc&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DDOG#NASDAQ">DDOG</a>) &nbsp;fiscal second-quarter&nbsp;revenue increased 28% year-over-year&nbsp;to $826.76 million, beating the&nbsp;analyst <a target="_blank" href="https://www.benzinga.com/markets/earnings/25/08/46969076/datadog-raises-full-year-outlook-after-125-ai-feature-launches-but-openai-pullback-clouds-long-term-growth" rel="noreferrer noopener">consensus estimate&nbsp;of $790.97 million</a>.



Block, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XYZ#NYSE">XYZ</a>) reported second-quarter earnings of 62 cents per share, which <a target="_blank" href="https://www.benzinga.com/markets/earnings/25/08/46982165/block-stock-climbs-after-q2-earnings-report-heres-why" rel="noreferrer noopener">missed the analyst consensus estimate of 68 cents</a>.



The Trade Desk, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TTD#NASDAQ">TTD</a>) reported second-quarter earnings of&nbsp;41&nbsp;cents per share, <a target="_blank" href="https://www.benzinga.com/markets/earnings/25/08/46981305/the-trade-desk-stock-plunges-after-q2-earnings-report-details" rel="noreferrer noopener">which is in line with the analyst estimate.</a>



Applovin Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APP#NASDAQ">APP</a>) reported second-quarter revenue of $1.26 billion, <a target="_blank" href="https://www.benzinga.com/markets/earnings/25/08/46927942/applovin-q2-earnings-revenue-miss-eps-beat-shares-slide" rel="noreferrer noopener">missing analyst&nbsp;estimates of $1.31 billion</a>.



Rivian Automotive, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RIVN#NASDAQ">RIVN</a>) reported second-quarter net sales of $1.303 billion, up 5.1% year-over-year. The revenue beat a<a target="_blank" href="https://www.benzinga.com/markets/earnings/25/08/46872875/rivian-q2-earnings-revenue-beat-eps-miss-delivery-guidance-stays-on-track-but-with-heavier-losses" rel="noreferrer noopener"> Street consensus estimate of $1.29 billion.</a>



Technology:



Intel Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) CEO&nbsp;Lip-Bu Tan has responded to calls for his resignation by President&nbsp;Donald Trump, asserting his loyalty to the U.S. and his <a target="_blank" href="https://www.benzinga.com/markets/tech/25/08/46993754/intel-ceo-responds-to-trumps-call-for-resignation-over-china-ties-says-board-fully-supportive-my-reputation-has-been" rel="noreferrer noopener">commitment to the company&#8217;s success.</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 confirmed a data breach that has affected some of its customers. The breach was attributed to a hacking group known as ShinyHunters, <a target="_blank" href="https://www.benzinga.com/markets/tech/25/08/46955003/google-confirms-its-salesforce-database-hacked-shinyhunters-strike-again" rel="noreferrer noopener">also referred to as UNC6040.</a>



Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) stock jumped following confirmation from Taiwanese officials that the world&#8217;s largest contract chipmaker is exempt from President&nbsp;Donald Trump&#8217;s proposed 100%<a target="_blank" href="https://www.benzinga.com/markets/equities/25/08/46947393/apple-nvidia-supplier-tsmc-surges-nearly-5-in-overnight-trade-as-taipei-says-chip-giant-exempt-from-trumps-100-chip-tariffs" rel="noreferrer noopener">&nbsp;tariffs on semiconductor chips.</a>



Wedbush&nbsp;Securities&#8217;&nbsp;Dan Ives&nbsp;has warned that&nbsp;Apple Inc.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>)&nbsp;failure to innovate in artificial intelligence could tarnish CEO&nbsp;Tim Cook&#8217;s&nbsp;legacy, as other tech giants<a target="_blank" href="https://www.benzinga.com/markets/tech/25/08/47018540/apples-in-f1-race-while-tim-cook-sips-lemonade-on-park-bench-dan-ives-warns-ai-misstep-could-stain-his-legacy" rel="noreferrer noopener"> race ahead in the AI revolution.</a>



Artificial Intelligence:



OpenAI, a leading artificial intelligence (AI) company, has introduced its latest AI chatbot, GPT-5, which it claims offers expertise at a <a target="_blank" href="https://www.benzinga.com/markets/tech/25/08/46995470/openai-unveils-gpt-5-with-phd-level-expertise-more-authenticity-industry-call-for-scrutiny" rel="noreferrer noopener">PhD level in various fields.</a>



Trump Media &amp; Technology Group Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DJT#NASDAQ">DJT</a>) &nbsp;rolled out public beta testing of its new AI-powered search feature&nbsp;on the <a target="_blank" href="https://www.benzinga.com/markets/tech/25/08/46919491/trump-media-perplexity-partner-to-bring-ai-powered-search-to-truth-social" rel="noreferrer noopener">Truth Social platform.</a>



The firm has partnered with&nbsp;Perplexity&nbsp;to introduce&nbsp;Truth Search AI&nbsp;in its web interface, with mobile testing on iOS and Android slated to begin soon.



Automobiles:



President&nbsp;Donald Trump&nbsp;has defended&nbsp;Tesla, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) CEO&nbsp;Elon Musk&nbsp;amid backlash over the<a target="_blank" href="https://www.benzinga.com/markets/tech/25/08/46953333/trump-calls-elon-musk-a-good-person-amid-backlash-over-the-tesla-ceos-politics" rel="noreferrer noopener"> billionaire&#8217;s political activities.</a>



Tesla has pulled the plug on its&nbsp;Dojo Supercomputer team, responsible for developing in-house AI capabilities, including self-driving chips <a target="_blank" href="https://www.benzinga.com/markets/tech/25/08/46989375/tesla-scraps-dojo-supercomputer-ai-team-as-elon-musk-abandons-internal-chip-effort-report" rel="noreferrer noopener">and AI model training efforts.</a>



Ford Motor Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>) will reportedly delay plans to develop an all-electric pickup truck as well as a van to push for smaller, affordable electric vehicles <a target="_blank" href="https://www.benzinga.com/markets/tech/25/08/46992346/ford-delays-plans-for-electric-pickup-van-to-2028-amid-affordable-ev-push-due-to-stiff-competition-from-china" rel="noreferrer noopener">amid rising competition from China.</a>



General Motors Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>) will import LFP batteries from China&#8217;s&nbsp;Contemporary Amperex Technology Limited, or&nbsp;CATL, until its partner, Korea&#8217;s&nbsp;LG Energy Solutions, can ramp <a target="_blank" href="https://www.benzinga.com/markets/tech/25/08/46993116/gm-to-import-chinese-batteries-from-catl-for-chevy-bolt-until-lg-ramps-us-production" rel="noreferrer noopener">up domestic battery production in the U.S.</a>



The firm has announced a partnership with Korean automaker&nbsp;Hyundai Motor Co., Ltd. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/HYMTF#OTC">HYMTF</a>)&nbsp;to develop over 5 new models amid rising competition from Chinese automakers.



Read Next:



<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/equities/25/08/46885394/amazon-opens-used-vehicle-listings-to-dealers-across-us-starting-in-la-with-over-130-cities-in-pipeline" target="_blank" rel="noreferrer noopener">Amazon Opens Used Vehicle Listings To Dealers Across US, Starting In LA With Over 130 Cities In Pipeline</a></li>
</ul>

Tech

ABNB

DASH

DDOG

GOOG

GOOGL

HYMTF

INTC

SMCI

UBER

Consumer Tech News (August 4–August 8): Earnings From Palantir, Uber, Shopify & More Amid Trump's Tariff Saga

Each week, Benzinga&#8217;s Stock Whisper Index uses a combination of proprietary data and pattern recognition to showcase five stocks that are just under the <a href="https://www.benzinga.com/topic/stock-whisper-index" target="_blank" rel="noreferrer noopener">surface and deserve attention</a>.



Investors are constantly on the hunt for undervalued, under-followed and emerging stocks. With countless methods available to retail traders, the challenge often lies in sifting through the abundance of information to uncover new opportunities and understand why certain stocks should be of interest.



Read Also:&nbsp;<a href="https://www.benzinga.com/trading-ideas/long-ideas/25/06/46157351/benzingas-stock-whisper-index-5-stocks-investors-secretly-monitor-but-dont-talk-about-yet-71" target="_blank" rel="noreferrer noopener">EXCLUSIVE: June's 20 Most-Searched Tickers On Benzinga Pro — Where Do CoreWeave, Nvidia, Apple Stock Rank?</a>



Here's a look at the Benzinga Stock Whisper Index for the week ending August 8:



 Crown Holdings Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CCK#NYSE">CCK</a>): The metal packaging company saw increased interest from readers during the week. The interest comes after the company reported second quarter results on July 22. The company beat analyst estimates for earnings per share for a sixth straight quarter. The company also beat analyst estimates for revenue in the quarter, which was a fourth straight beat. Analysts <a href="https://www.benzinga.com/quote/CCK/analyst-ratings">raised their price targets </a>after the quarterly results and as Crown Holdings reported strong third-quarter guidance and raised its full-year earnings per share estimates.



<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0808"><img loading="lazy" decoding="async" width="997" height="505" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/08/09184127/Screenshot-526.png" alt="" class="wp-image-1021320" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/08/09184127/Screenshot-526.png 997w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/08/09184127/Screenshot-526-300x152.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/08/09184127/Screenshot-526-768x389.png 768w" sizes="(max-width: 997px) 100vw, 997px" /></a></figure>



Unum Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNM#NYSE">UNM</a>): The insurance company saw strong interest from investors during the week. Unum reported quarterly results on July 29 with earnings per share missing analyst estimates and revenue missing analyst estimates. The company also lowered its full-year earnings per share guidance after the miss. Several analysts <a href="https://www.benzinga.com/quote/UNM/analyst-ratings">lowered their price targets </a>after the results. With the company seeing strong interest and shares being down 5% year-to-date, the stock could be one to keep on the watchlist for a potential rebound.



<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0808"><img loading="lazy" decoding="async" width="997" height="506" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/08/09184143/Screenshot-527.png" alt="" class="wp-image-1021321" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/08/09184143/Screenshot-527.png 997w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/08/09184143/Screenshot-527-300x152.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/08/09184143/Screenshot-527-768x390.png 768w" sizes="(max-width: 997px) 100vw, 997px" /></a></figure>



EMCOR Group Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EME#NYSE">EME</a>): Investors are paying more attention to electrical and mechanical construction company EMCOR Group. The interest likely comes from recent second quarter results. The company beat analyst estimates for earnings per share for a 10th straight quarter. The company also beat revenue estimates, which was the eighth beat in the last 10 quarters. Investors are also likely equally impressed with the company raising full-year guidance for both earnings per share and revenue. While shares trade at all-time highs, the company has been consistently beating analyst estimates and showing strong results. Several analyst<a href="https://www.benzinga.com/quote/EME/analyst-ratings"> raised their price targets</a> ahead of the quarterly earnings and DA Davidson maintained a Buy rating and took the price target from $725 after the quarterly results.



<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0808"><img loading="lazy" decoding="async" width="999" height="502" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/08/09184158/Screenshot-528.png" alt="" class="wp-image-1021322" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/08/09184158/Screenshot-528.png 999w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/08/09184158/Screenshot-528-300x151.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/08/09184158/Screenshot-528-768x386.png 768w" sizes="(max-width: 999px) 100vw, 999px" /></a></figure>



Agnico Eagle Mines (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AEM#NYSE">AEM</a>): Gold mining stocks have been popular among Benzinga readers in 2025 and many have found their way onto the Benzinga Stock Whisper Index. The latest candidate is Agnico Eagle Mines, which recently reported second quarter financial results. The company beat analyst estimates for both earnings per share and revenue. This was the company's seventh straight analyst beat for earnings per share and represented the sixth out of the last seven quarters beating revenue estimates. Agnico said it strengthened its balance sheet in the quarter, paying down long-term debt. Agnico was also <a href="https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/08/46789957/dominion-energy-shake-shack-ethan-allen-interiors-cnbc-final-trades">recently a recommendation</a> by Blue Line Capital founder Bill Baruch on CNBC's "Halftime Report." Baruch highlighted that Agnico beat estimates and almost doubled its free cash flow from the previous quarter.



<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0808"><img loading="lazy" decoding="async" width="997" height="494" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/08/09184216/Screenshot-529.png" alt="" class="wp-image-1021323" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/08/09184216/Screenshot-529.png 997w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/08/09184216/Screenshot-529-300x149.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/08/09184216/Screenshot-529-768x381.png 768w" sizes="(max-width: 997px) 100vw, 997px" /></a></figure>



Visa Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/V#NYSE">V</a>): The well-known credit card company finds its way onto the list with increased interest from investors. The company recently <a href="https://www.benzinga.com/markets/earnings/25/07/46705658/visa-q3-earnings-highlights-double-beat-ceo-says-consumer-spending-remains-resilient">reported third-quarter financial results</a>, beating both revenue and earnings per share estimates from analysts. Visa said its revenue growth was helped by year-over-year growth in payments volume, cross-border volume and processed transactions. Visa beat analyst estimates for earnings per share for a fourth straight quarter and for the ninth quarter out of the last 10 overall. The company also beat revenue estimates for a fourth straight quarter and ninth quarter out of the last 10. Analysts<a href="https://www.benzinga.com/quote/V/analyst-ratings"> raised their price targets</a> on Visa stock after the quarter. There has <a href="https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/07/46736888/visa-analyst-aution-lingers-over-outlook-and-valuation">been growing concern</a> over Visa's market share of global payments volume with growing competition and the rise in the use of cryptocurrency and stablecoins for payments worldwide. The company's recent quarterly results and commentary suggests that Visa remains a healthy player in the global financial markets.



<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0808"><img loading="lazy" decoding="async" width="993" height="501" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/08/09184230/Screenshot-530.png" alt="" class="wp-image-1021324" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/08/09184230/Screenshot-530.png 993w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/08/09184230/Screenshot-530-300x151.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/08/09184230/Screenshot-530-768x387.png 768w" sizes="(max-width: 993px) 100vw, 993px" /></a></figure>



Stay tuned for next week&#8217;s report, and follow Benzinga Pro for all the latest headlines and <a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0808" target="_blank" rel="noreferrer noopener">top market-moving stories here.</a>



Read the latest Stock Whisper Index reports here:



<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/trading-ideas/long-ideas/25/07/46264224/benzingas-stock-whisper-index-5-stocks-investors-secretly-monitor-but-dont-talk-about-yet-72" target="_blank" rel="noreferrer noopener">July 4</a></li>



<li><a href="https://www.benzinga.com/trading-ideas/long-ideas/25/07/46381556/benzingas-stock-whisper-index-5-stocks-investors-secretly-monitor-but-dont-talk-about-yet-73" target="_blank" rel="noreferrer noopener">July 11</a></li>



<li><a href="https://www.benzinga.com/trading-ideas/long-ideas/25/07/46508365/benzingas-stock-whisper-index-5-stocks-investors-secretly-monitor-but-dont-talk-about-yet-74" target="_blank" rel="noreferrer noopener">July 18</a></li>



<li><a href="https://www.benzinga.com/trading-ideas/long-ideas/25/07/46648171/benzingas-stock-whisper-index-5-stocks-investors-secretly-monitor-but-dont-talk-about-yet-75" target="_blank" rel="noreferrer noopener">July 25</a></li>



<li><a href="https://www.benzinga.com/trading-ideas/long-ideas/25/08/46815464/benzingas-stock-whisper-index-5-stocks-investors-secretly-monitor-but-dont-talk-about-yet-76">August 1</a></li>
</ul>



Read Next:



<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/trading-ideas/long-ideas/25/07/46236448/exclusive-2025s-first-half-most-searched-tickers-on-benzinga-pro-where-do-nvidia-tesla-apple-stock-rank" target="_blank" rel="noreferrer noopener">EXCLUSIVE: 2025's First Half Most-Searched Tickers On Benzinga Pro — Where Do Nvidia, Tesla, Apple Stock Rank?</a></li>
</ul>

Long Ideas

Exclusives

Trading Ideas

Benzinga's 'Stock Whisper' Index: 5 Stocks Investors Secretly Monitor But Don't Talk About Yet

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 treaded water this week as the Federal Reserve maintained rates at 4.25-4.50% despite mounting pressure. Disappointing July jobs data — just 73,000 new positions, coupled with downward revisions totaling 258,000 for May and June — further unsettled markets. Inflation persists above the Fed's 2% target, tempering expectations for immediate easing.



President Donald Trump intensified his criticisms of Federal Reserve Chair Jerome Powell and moved to consolidate control over economic institutions, nominating new leadership for the Fed and Bureau of Labor Statistics. This coincided with a surge in speculative optimism, with JPMorgan now forecasting four rate cuts starting in September.



Investor sentiment remained volatile. Stocks dipped as trust in economic data wavered following the BLS firing, while Treasury yields fell and gold gained ground. Markets now eye September cautiously, awaiting more clarity on labor and inflation trends amid growing questions over Fed independence.



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/analyst-stock-ratings/analyst-color/25/08/46911493/amd-stock-has-a-lot-to-be-encouraged-and-excited-about-analysts-are-cautious-but-bullish">"AMD stock has a lot ‘to be encouraged and excited about': analysts are cautious but bullish"</a>, by Chris Katje, highlights that while analysts — including Goldman Sachs, Wedbush, and Benchmark — welcome AMD's strong Q2 performance and optimistic guidance, they remain cautious due to lofty valuation and China-related risks, keeping targets modest despite enthusiasm for AI-GPU momentum.



<a href="https://www.benzinga.com/markets/large-cap/25/08/46971119/apple-us-investment-tariff-exemption-stock-rally">"Apple's smart move may save iPhone sales — and the stock could soar"</a>, by Piero Cingari, reports that Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) added a $100 billion U.S. manufacturing commitment—bringing its total to $600 billion over four years—which earned the company a key exemption from President Trump's threatened 100% semiconductor tariffs and sparked an 8% rally in its stock.



<a href="https://www.benzinga.com/markets/earnings/25/08/46931112/sunrun-stock-soars-after-q2-earnings-report-heres-why">"Sunrun stock soars after Q2 earnings report — here's why"</a>, by Erica Kollmann, reports that Sunrun Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RUN#NASDAQ">RUN</a>) earned a surprise profit in Q2 with $1.07 EPS (beating an expected -$0.18 loss) and revenue of $569.33 million, topping forecasts; strong subscriber growth, record solar and battery installations, and a 70% storage attachment rate drove a rally of over 30%, buoyed further by a 316% year-over-year surge in contracted net value creation and a fifth straight quarter of positive cash generation.



For additional bullish calls of the past week, check out the following:



<a href="https://www.benzinga.com/markets/earnings/25/08/46927269/draftkings-q2-earnings-soar-record-revenue-net-income-plus-a-prediction-market-tease">DraftKings Q2 Earnings Soar — Record Revenue &amp; Net Income, Plus A Prediction Market Tease?</a>



<a href="https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/08/46963503/eli-lillys-rare-weight-loss-data-miss-could-benefit-competitors">Eli Lilly's Rare Weight Loss Data Miss Could Benefit Competitors</a>



<a href="https://www.benzinga.com/markets/earnings/25/08/46928903/virgin-galactic-stock-takes-off-after-q2-earnings-company-continues-to-target-commercial-service-in-2026">Virgin Galactic Stock Takes Off After Q2 Earnings, Company Continues To Target Commercial Service In 2026</a>







The Bears



<a href="https://www.benzinga.com/markets/economic-data/25/08/46974170/eli-lilly-weight-loss-pill-market-crash-wall-street-thursday-stocks-today">"Eli Lilly crashes on worst day in 25 years: What's moving markets Thursday?"</a>, by Piero Cingari, reports that Eli Lilly &amp; Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LLY#NYSE">LLY</a>) plunged 14%, erasing over $100 billion in market value, after its experimental oral weight-loss pill, orforglipron, delivered a 12.4% average body-weight reduction — missing the expected 13-15% and trailing rivals like Wegovy.



<a href="https://www.benzinga.com/markets/earnings/25/08/46872363/super-micro-computer-q4-earnings-highlights-shares-fall-on-double-miss-lower-guidance">"Super Micro Computer Q4 earnings highlights: shares fall on double miss, lower guidance"</a>, by Chris Katje, reports that Super Micro Computer Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) missed Street expectations with Q4 net sales of $5.76 billion (versus $5.88 billion expected) and EPS of $0.41 (versus $0.44 expected), while trimming its fiscal 2026 sales target to at least $33 billion — down from a prior $40 billion outlook — which triggered a sharp decline in the stock.



<a href="https://www.benzinga.com/markets/earnings/25/08/46928415/joby-stock-falls-after-q2-earnings-report-heres-why">"Joby stock falls after Q2 earnings report — here's why"</a>, by Erica Kollmann, reports that Joby Aviation Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JOBY#NYSE">JOBY</a>) missed expectations in Q2 — posting a $0.41 per share loss (versus a $0.19 forecast) and just $15,000 in revenue (well below the $43,000 estimate) — triggering investor concern despite ending the quarter with $991 million in cash and short-term investments.



For more bearish takes, be sure to see these posts:



<a href="https://www.benzinga.com/trading-ideas/movers/25/08/46899210/amd-stock-is-sliding-wednesday-whats-going-on">AMD Stock Is Sliding Wednesday: What's Going On?</a>



<a href="https://www.benzinga.com/markets/earnings/25/08/46842176/navitas-semiconductor-stock-sinks-after-q3-guidance-disappoints">Navitas Semiconductor Stock Sinks After Q3 Guidance Disappoints</a>



<a href="https://www.benzinga.com/markets/earnings/25/08/46984990/nuscale-power-stock-slides-after-q2-earnings-report-heres-why">NuScale Power Stock Slides After Q2 Earnings Report: Here's Why</a>







Keep up with all the latest breaking news and trading ideas by following <a href="https://twitter.com/Benzinga" target="_blank" rel="noreferrer noopener">Benzinga</a><a href="http://twitter.com/Benzinga" target="_blank" rel="noreferrer noopener"> on X</a>.



Image created using artificial intelligence via Midjourney.

DKNG

JOBY

NVTS

SPCE

Benzinga Bulls And Bears: AMD, Apple, Eli Lilly — And Wall Street Treads Water

Tech billionaire and Palantir Technologies co-founder Peter Thiel was one of the early believers in Bitcoin's (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) decentralized ethos and described the leading cryptocurrency as a &#8220;moderately big invention&#8221; not too long ago.



<h2 class="wp-block-heading">Bitcoin&#8217;s Rise Compared To Internet Boom</h2>



During the Joe Rogan Experience podcast, which aired August 2024, Thiel dubbed the $2 trillion asset a "pretty big deal" that was "systematically underestimated" in its first 10-11 years.



"It went up smoothly for 10-11 years, didn&#8217;t get repriced all at once," he said. "We are in a world where nothing big ever happens and so we have no way of processing it when something pretty big happens."



<figure class="wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio"><div class="wp-block-embed__wrapper">
<iframe loading="lazy" title="Joe Rogan Experience #2190 - Peter Thiel" width="500" height="281" src="https://www.youtube.com/embed/klRb0_BAX9g?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
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Thiel, who also co-founded PayPal, compared the phenomenon to the Internet boom in the late 90's., stating, &#8220;Internet is really big. Bitcoin is moderately big."



See Also:<a href="https://www.benzinga.com/25/04/44621245/gold-backed-cryptos-match-yellow-metals-highs-following-trumps-liberation-day-shock"> </a><a href="https://www.benzinga.com/crypto/cryptocurrency/25/08/46918914/us-tariffs-on-asian-mining-rigs-slow-bitcoin-growth-as-firms-eye-canada-domestic-production">US Tariffs On Asian Mining Rigs Slow Bitcoin Growth As Firms Eye Canada, Domestic Production</a>



<h2 class="wp-block-heading">Is Bitcoin Still Underestimated?</h2>



A lot has changed for Bitcoin since Thiel made these observations.



Donald Trump's re-election and vocal support for Bitcoin spurred optimism and further capital inflows into the apex cryptocurrency. Earlier this year, Trump famously <a href="https://www.benzinga.com/crypto/cryptocurrency/25/06/46148904/donald-trump-says-bitcoin-takes-a-lot-of-pressure-off-the-dollar">said that BTC is helping relieve pressure</a> on the U.S. dollar and that it's "great" for the country.



Trump also <a href="https://www.benzinga.com/25/03/44183572/trump-establishes-strategic-bitcoin-reserve-funded-by-forfeited-assets-i-made-the-promise">signed an executive order</a> to establish a Bitcoin national reserve, funded&nbsp;with BTC seized by the&nbsp;federal government.



Significant progress has also been achieved on the legislative front, with <a href="https://www.benzinga.com/crypto/cryptocurrency/25/07/46484988/us-house-passes-crucial-crypto-bills-from-sec-chair-paul-atkins-to-coinbase-ceo-brian-armstrong-heres-how-everyone-reacted">key cryptocurrency bills</a>, aimed at establishing clear guidelines for the industry, passing in the Congress.



One would think Bitcoin is no longer "underestimated," as Thiel mentioned earlier.



<h2 class="wp-block-heading">Thiel&#8217;s Past Bets On Bitcoin</h2>



Thiel's venture capital firm, Founders Fund, has had a&nbsp;<a href="https://www.benzinga.com/markets/cryptocurrency/24/02/37087400/peter-thiels-founders-fund-bets-big-on-bitcoin-and-ether-with-200m-investment-report#google_vignette" target="_blank" rel="noreferrer noopener">significant history with Bitcoin.</a> The fund made $1.8 billion through Bitcoin investments just before the market collapsed in 2022. It then purchased another $100 million in Bitcoin in 2023, when it was trading below $30,000.



Thiel, who still holds some Bitcoin, <a href="https://www.benzinga.com/markets/cryptocurrency/24/07/39569413/billionaire-peter-thiel-voices-skepticism-on-bitcoins-future-growth-im-not-sure-its-going-">expressed regret last year</a> for not purchasing more of the digital currency.



Price Action: At the time of writing, Bitcoin was trading at $114,657, up 0.58% in the last 24 hours, according to <a href="https://pro.benzinga.com/dashboard?_gl=1&#x2A;380nj0&#x2A;_ga&#x2A;MTEyOTAyOTcxMy4xNzEzMzY0NTYy&#x2A;_ga_V7ZK73W7N0&#x2A;MTcxNDk4MzIzMi42LjEuMTcxNDk4OTE0Ni4wLjAuMA..">data from Benzinga Pro</a>.&nbsp;&nbsp;The coin has surged over 100% in the last year.



Photo Courtesy: Mark Reinstein On Shutterstock.com



Read Next:&nbsp;



<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/crypto/cryptocurrency/25/08/46920339/bitcoin-inches-toward-115000-as-ethereum-xrp-dogecoin-hold-ground">Bitcoin Inches Toward $115,000 As Ethereum, XRP, Dogecoin Hold Ground </a></li>
</ul>

Cryptocurrency

Peter Thiel Once Said Bitcoin Was 'Systematically Underestimated' For Years — Does This Still Hold True Today?

Elon Musk finished dead last in favorability in a recent Gallup poll asking Americans to assess 14 world figures.



What Happened:&nbsp;Musk&#8217;s approval ratings have taken a nosedive following his contentious tenure at the White House and the ensuing fallout with President Donald Trump. 



Musk&#8217;s actions have not only tarnished his personal image but have also triggered a substantial decline in Tesla&#8217;s sales and revenues.



The Gallup <a href="https://news.gallup.com/poll/693155/pope-leo-favorably-viewed-newsmakers.aspx">poll</a> showed that 61% of 1,000 randomly chosen American adults held a negative view of Musk. This follows Musk&#8217;s participation in the Department of Government Efficiency, his warnings about the difficulties under a Trump presidency, and his plans to revamp government agencies.



Before starting his White House work, Musk was viewed slightly more negatively than positively (43% favorable, 47% unfavorable). In the July poll, Musk&#8217;s favorable rating was 33% favorable, with 61% unfavorable &#8212; a 24-point downward swing.



Also Read: <a href="https://www.benzinga.com/news/politics/25/08/46817700/ex-trump-lawyer-says-trump-could-set-sights-on-musks-billions-it-bothers-him-that-he-is-the-richest-man">Ex-Trump Lawyer Says Trump Could Set Sights on Musk&#8217;s Billions: &#8216;It Bothers Him That He Is the Richest Man&#8217;</a>



The poll also shows a sharp drop in approval ratings for several current and former Trump administration figures, including Secretary of State Marco Rubio and President Trump, signaling a turbulent run-up to next year's midterm elections.



The Gallup poll, conducted from July 7 to 21, revealed that Pope Leo XIV holds a net favorability score of +46, significantly higher than Ukrainian President Volodymyr Zelenskyy (+18) and Sen. Bernie Sanders (I-Vt.) (+11). Pope Leo&#8217;s 57% favorability rating aligns with the initial ratings of his predecessors, Pope Francis and Pope Benedict XVI. 



Simultaneously, French President Emmanuel Macron and Rep. Alexandria Ocasio-Cortez (D-N.Y.) received mixed reviews, with a large portion of respondents expressing neutrality. Conversely, personalities like Health and Human Services Secretary Robert F. Kennedy Jr. and Israeli Prime Minister Benjamin Netanyahu were viewed unfavorably.



Why It Matters: The plummeting popularity of Musk, a key figure in the tech and automotive industries, could have far-reaching implications. 



His controversial actions and the resulting public sentiment could potentially influence consumer behavior and investor confidence, impacting not just Tesla but the broader electric vehicle market. 



The termination of the federal program involving Musk also raises questions about the future of public-private partnerships in the tech sector.



Read Next



<a href="https://www.benzinga.com/news/politics/25/07/46648712/independent-voters-approval-rating-of-donald-trump-plummets-latest-poll-indicates">Independent Voters&#8217; Approval Rating Of Donald Trump Plummets, Latest Poll Indicates</a>

Politics

Elon Musk's Favorability Rating Among Americans Has Tanked Since January

The creator of Ethereum, Vitalik Buterin, has raised concerns about the possible dangers posed by companies that hold Ethereum (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/eth/usd">ETH</a>) in their balance sheets. 



What Happened: Buterin warned that the overleveraging practices of companies holding ETH could potentially trigger a collapse of the cryptocurrency. 



During a recent interview he said, &#8220;If you woke me up three years from now and told me that treasuries led to the downfall of ETH, then, of course, my guess for why would basically be that somehow they turned into an overleveraged game, and then at some point a 30% drop turned into forced liquidations that turned into a 50% drop and then a 70% and 90% drop, and then that got compounded with a loss of credibility.&#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">Are ETH Treasuries good for Ethereum?<a href="https://twitter.com/VitalikButerin?ref_src=twsrc%5Etfw">@VitalikButerin</a> thinks they can be: "ETH just being an asset that companies can have as part of their treasury is good and valuable… giving people more options is good." But he also issues a warning: "If you woke me up 3 years from now… <a href="https://t.co/W55oUD7Lke">pic.twitter.com/W55oUD7Lke</a>&mdash; Bankless (@BanklessHQ) <a href="https://twitter.com/BanklessHQ/status/1953456218892390562?ref_src=twsrc%5Etfw">August 7, 2025</a></blockquote><script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script>
</div></figure>



Despite his cautionary note, Buterin also underscored the advantages of companies maintaining an ETH treasury. He pointed out the social value of coordinating around ETH as&nbsp;an asset that companies can&nbsp;include in their treasury.



"The social aspect of coordinating around ETH just being an asset that companies can have as part of their treasury is good and valuable. Having different vehicles for people to have access to ETH, which is, I think, one of the reasons why people are buying into treasury companies instead of just hodling ETH directly, is also good,&#8221; he further said. 



Also Read: <a href="https://www.benzinga.com/markets/cryptocurrency/23/07/33091772/vitalik-buterin-stakes-small-portion-of-eth-citing-safety-concerns-cardano-creator-chimes-">Vitalik Buterin Stakes &#8216;Small Portion&#8217; Of ETH Citing Safety Concerns, Cardano Creator Chimes In</a>



&#8220;Giving people more options is good. There's always people in all kinds of different financial circumstances that put all kinds of requirements or incentives or properties on what formats of things that they participate in. There's definitely valuable services that are being provided there," Buterin added. 



Why It Matters: The warning from Buterin comes at a time when ETH&#8217;s price is experiencing a significant surge, following the enactment of the GENIUS Act. 



This legislation established a federal framework for the regulation of stablecoins, thereby bolstering Ethereum&#8217;s ecosystem. 



As of the time of writing, ETH is trading at $4,224, marking an 8.5% increase in the last 24 hours and a 21.1% rise over the past week.



Read Next



<a href="https://www.benzinga.com/crypto/cryptocurrency/25/07/46648687/dormant-bitcoin-whale-awakens-after-14-years-moves-469-8-million-worth-of-btc">Dormant Bitcoin Whale Awakens After 14 Years, Moves $469.8 Million Worth of BTC</a>

Ethereum Creator Warns of Dangers From Companies Holding ETH Treasuries

OpenAI CEO Sam Altman announced the return of GPT-4o in the wake of a strong backlash from Reddit users over the newly introduced GPT-5.



What Happened: OpenAI decided to resurrect GPT-4o less than a day after its replacement with GPT-5. This move was a direct response to a Reddit forum where users voiced their dissatisfaction with the new bot&#8217;s tone, with some even shedding&nbsp;tears over the disappearance of&nbsp;GPT-4o.



The forced upgrade and the lack of an option to select legacy models were met with criticism, leading to many long-term users cancelling their subscriptions. 



Altman responded to the backlash, promising&nbsp;to bring back GPT-4o for&nbsp;Plus subscribers, a paid subscription plan costing $20 a month.



Also Read: <a href="https://www.benzinga.com/news/politics/25/07/46508730/heres-how-sam-altman-quietly-replaced-elon-musk-as-donald-trumps-go-to-ai-advisor">Here&#8217;s How Sam Altman Quietly Replaced Elon Musk as Donald Trump&#8217;s Go-To AI Advisor</a>



GPT-5&nbsp;was launched on August 7, offering improved writing, coding, math, and science abilities. 



However, users found its &#8220;flat&#8221; tone and perceived lack of creativity off-putting. Altman admitted to underestimating the importance of some GPT-4o traits to users and pledged transparency in future decisions.



Why It Matters: The return of GPT-4o underscores the importance of user feedback in shaping the direction of tech products. 



OpenAI&#8217;s quick response to user dissatisfaction demonstrates a commitment to customer satisfaction and a willingness to adapt. 



The incident also highlights the challenges faced by tech companies in balancing innovation with user expectations and preferences.



Read Next



<a href="https://www.benzinga.com/markets/tech/25/08/46817762/apples-new-answers-team-developing-chatgpt-rival-iphone-17-pro-spotted-in-san-francisco">Apple&#8217;s New &#8216;Answers&#8217; Team Developing ChatGPT Rival</a>



Image: Shutterstock/Meir Chaimowitz

As GPT-5 Launches, OpenAI Loyalists Pushed Altman for GPT-4o's Return, Citing Performance and Reliability

Barbara Corcoran, a real estate mogul and star of the TV show &#8220;Shark Tank,&#8221; shared how President&nbsp;Donald Trump, then a real estate baron,&nbsp;used his salesmanship to sell his New York Plaza Hotel.



<h2 class="wp-block-heading">Trump Pitched Land, Not Hotel, And Sealed The Deal</h2>



Corcoran, speaking at the Business Insider&#8217;s IGNITION Conference in New York City in 2018, recounted her experiences with Trump as a real estate tycoon.



She recalled a time when Trump, on the brink of bankruptcy, managed to sell a large plot of land along with&nbsp;the Plaza Hotel in New&nbsp;York City, which was not initially part of the deal. This sale, she said, helped Trump recover from his financial troubles.



She spoke about how Trump walked into a high-stakes deal to sell the Plaza Hotel to one of Hong Kong's wealthiest families. Corcoran, who was a broker on the deal, said that they were desperate to close the deal. All the buyers wanted was the hotel. But Trump barely mentioned it.



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<iframe loading="lazy" title="Shark Tank Investor Barbara Corcoran On Donald Trump As A Businessman &#x7C; IGNITION 2018" width="500" height="281" src="https://www.youtube.com/embed/d-pk-aVvVNs?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
</div></figure>



Instead, he sold them on the Hudson River land. Corcoran thought Trump wouldn&#8217;t be able to close the deal, but he did. Trump not only successfully sold the Plaza hotel, but the elite Asian buyers bought the adjoining land parcels too later making the Trump Towers on it.



&#8220;I&#8217;ve&nbsp;done a lot of work&nbsp;with Donald and I can&nbsp;tell you he is the&nbsp;best salesman I&#8217;ve ever met in my life,&#8221; said Corcoran.



SEE ALSO:&nbsp;<a href="https://benzinga.com/news/macro-notification/25/08/46951374/fed-official-lisa-cook-flags-concerning-jobs-report-calls-it-typical-of-turning-points-in" target="_blank" rel="noreferrer noopener">Fed Official Lisa Cook Flags &#8216;Concerning&#8217; Jobs Report, Calls It &#8216;Typical Of Turning Points&#8217; In US Economy</a>



<h2 class="wp-block-heading">Trump Family Wealth Began With FHA Loan In 1949</h2>



The Trump family&#8217;s wealth originated with&nbsp;<a href="https://www.benzinga.com/real-estate/24/06/39552589/donald-trump-made-billions-off-real-estate-but-his-father-got-him-started-by-building-a-billion-doll">Fred Trump</a>, Donald Trump&#8217;s father, who built a billion-dollar empire from nothing. Fred Trump capitalized on opportunities during President Franklin D. Roosevelt&#8217;s New Deal era, securing a $26 million loan from the Federal Housing Administration (FHA) in 1949 to build residential complexes in Brooklyn, New York.



Despite criticisms of the Trump family allegedly profiteering from the presidency,&nbsp;<a href="https://www.benzinga.com/news/politics/25/06/46135691/eric-trump-says-family-never-gained-from-presidency-took-losses-instead-defends-crypto-real-estate-ventures-had-my-father-not-run-in-the-first-place">Eric Trump</a>, the second son of Donald Trump, defended the family&#8217;s business practices. He highlighted the family&#8217;s growing focus on cryptocurrency, describing it as a &#8220;perfect hedge&#8221; for their real estate portfolio.



<h2 class="wp-block-heading">Trump Read The Room—And The Voters</h2>



Corcoran believes that it was Trump&#8217;s keen awareness as a salesman that allowed him to win over the American people and ultimately secure the presidency. She described Trump as a &#8220;genius at picking out the&nbsp;vulnerability of someone&#8217;s personality&#8221; and using it to his advantage.



&#8220;He&nbsp;put his finger on what&nbsp;the weakness was, the vulnerability&nbsp;of people and he knows&nbsp;how to touch it just&nbsp;so. And people go along&nbsp;for the ride,&#8221; Corcoran said.



READ MORE:



<ul class="wp-block-list">
<li>&nbsp;<a href="https://benzinga.com/markets/macro-economic-events/25/08/46959936/trumps-tariff-wins-may-be-superficial-but-analysts-expect-his-trade-policies-to-out" target="_blank" rel="noreferrer noopener">Trump&#8217;s Tariff Wins May Be Superficial, But Analysts Expect His Trade Policies To Outlive His Term: &#8216;Even If The Next US President&#8230;&#8217;</a></li>
</ul>



Image via Shutterstock



Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Shark Tank Star Recalls How A Nearly Bankrupt Trump Sold NYC's Plaza Hotel Without Even Pitching It — 'Best Salesman I've Ever Met'

The <a href="https://www.benzinga.com/topic/telecommunications">telecom industry</a> is back in the limelight for all good reasons. While the S&amp;P Telecom Select Industry Index has recorded a 40%+ rise over the last one year, the industry has outperformed the overall S&amp;P 500, which increased by about 20% over the same time frame. Powering this growth? Solid profits from legacy behemoths such as AT&amp;T Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/T#NYSE">T</a>) and Verizon Communications Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VZ#NYSE">VZ</a>), an AI-driven growth story, and rumors of interest rate reductions that might reduce capital expenses companywide.



AT&amp;T is giving the telecom industry a second wind. <a href="https://www.benzinga.com/quote/t">Check its prices live.</a>



<h2 class="wp-block-heading">ETFs That Are Dialed In</h2>



A <a href="https://www.benzinga.com/etfs">number of ETFs</a> are well-positioned to capture the persisting strength in the telecom sector, particularly those with high weights in AT&amp;T and Verizon.



iShares U.S. Telecommunications ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/IYZ#BATS">IYZ</a>)



IYZ has the most concentrated play with a 14% holding in AT&amp;T and 13% in Verizon. The fund has gained almost 3% over the last month (as of Friday) and is becoming a favorite among investors who seek a clean telecom signal.



SPDR S&amp;P Telecom ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XTL#NYSE">XTL</a>)



XTL, though more evenly weighted, still owns 3.6% of AT&amp;T and 3.56% of Verizon, and is the strongest recent performer, up 5.6% over the last month.



Fidelity MSCI Communication Services Index ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FCOM#NYSE">FCOM</a>)



FCOM owns about 4% each of AT&amp;T and Verizon. It&#8217;s up 2.8% over the last month, following wider sector enthusiasm.



Vanguard Communication Services ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VOX#NYSE">VOX</a>)



VOX shares comparable exposure—4.3% in AT&amp;T and 4% in Verizon—and gained 2.9% in the past month.



These ETFs not only reflect the comeback of telecom, but offer diversification into proximate plays such as streaming, gaming, and digital advertising—sectors increasingly intertwined via infrastructure and bandwidth.



<h2 class="wp-block-heading">Q2 Earnings: The Big Callers Deliver</h2>



Verizon rang up a<a href="https://www.benzinga.com/analyst-stock-ratings/reiteration/25/07/46554275/verizon-beats-expectations-boosts-outlook-heres-why-analysts-still-see-more-room-to-grow"> respectable second-quarter report </a>at the end of last month, as both revenue and profits exceeded analyst estimates. 



The firm referenced wireless service revenues, customer gains, and fixed wireless access as primary drivers of the business. Verizon is calling for wireless service revenue growth of 2%-2.8% in 2025.



AT&amp;T also <a href="https://www.benzinga.com/markets/earnings/25/07/46594742/t-mobile-posts-greatest-q2-for-growth-ever-with-record-customer-gains-eyes-1-5-billion-tax-benefit-from-trumps-one-big-beautiful-bill">ushered in a favorable quarter</a>, posting adjusted earnings of 54 cents per share, compared to 51 cents last year. Revenue increased by 3.5% to $30.85 billion.



Also Read:<a href="https://www.benzinga.com/news/politics/25/07/46208215/att-claps-back-at-trump-not-our-networks-fault-its-your-platform"> AT&amp;T Claps Back At Trump: &#8216;Not Our Network&#8217;s Fault — It&#8217;s Your Platform&#8217;</a>



<h2 class="wp-block-heading">Rate Cuts + AI = Telecom&#8217;s New Signal Boost</h2>



Apart from robust fundamentals, the macro climate is becoming more favorable. President Trump&#8217;s repeated calls for interest rate reductions have the potential to lighten the load of costly capital spending, blessings for telcos pouring huge sums into next-generation infrastructure. In addition, optimism over AI has bestow a new light on the industry, with machine learning set to contribute more to network optimization, customer support, and even hardware deployment.



Collectively, these tailwinds are making telecom ETFs stand out.



Telecom is no longer a value trap. With AI winds at its back, positive earnings, and a potential rate cut on top, AT&amp;T and Verizon are redefining what a &#8220;defensive&#8221; industry can do. For those investors who want to buy the upside without responding to every earnings call, telecom ETFs are a signal worth tuning to.



Read Next: 



<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/etfs/sector-etfs/25/08/47004610/gold-bars-tariff-shocks-etf-jitters-are-your-bullion-bets-at-risk">Gold Bars, Tariff Shocks &amp; ETF Jitters: Are Your Bullion Bets At Risk?</a></li>
</ul>

Sector ETFs

ETFs

FCOM

AT&T, Verizon Dial Up Strong Q2 Results— ETFs Picking Up The Signal

It's been a raucous rally ever since the Trump tariffs were canceled a week after the inaptly-named Liberation Day press conference. But now, with Q2 earnings rolling out, we're seeing some stocks get left behind after poor numbers or guidance projections.



Even decent numbers are getting punished. Take Advanced Micro Devices Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) as an example, whose stock sank over 6% the day after it beat top and bottom line projections. If you're a company with high expectations, you can't just narrowly surpass expectations &#8211; you need to crush them.



But things look very different for stocks with low expectations. Not every company has participated in the Q2 rally, and some stocks are reaching key technical levels that indicate a potential rebound.



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One of the most trusted technical indicators is the Relative Strength Index (RSI), a momentum oscillator that helps find reversals and continuation patterns. The standard timeframe is 14 days, and the RSI uses closing prices over that period to measure the strength of the current trend. If the RSI breaks above 70, it triggers an Overbought signal, which indicates a potential reversal in upward momentum. On the downside, a reading under 30 triggers an Oversold signal, hinting at a reversal to the upside. Today, we'll look at five stocks hitting this Oversold threshold that could be on the verge of reversing a downtrend.



<h2 class="wp-block-heading">Lyft Inc.</h2>



Lyft (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LYFT#NASDAQ">LYFT</a>) triggered an Oversold reading before posting earnings on August 6, and appears likely to trigger it again despite a mostly upbeat report. The company reported EPS of $0.10, beating the consensus expectation of $0.04. Over 234.8 million rides were booked in Q2, which is the highest figure on record for Lyft. But, it also represented 14% year-over-year (YOY) growth, marking the slowest quarter of gross bookings growth in the last two years.



However, revenue is still hitting records, and slowing growth can be expected when you're eclipsing 234 million rides in a quarter. Lyft is also reaping benefits from strategic partnerships with DoorDash, Chase, United Airlines, Mastercard, and Hilton &#8211; over 25% of gross bookings now come from partners.



<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXf0l8uidn_AhXWLQM7Tkfnd-A2zk81SvmTHz3e-ilOp2Jgi540sl3iS-IoVyVtOWyYFX6lFJBaYxfalxaAK1m8qMTKbZmVqnaMekSogas709OIut_Rlit2rSsJ5XA1z6Ovwd66fOQ?key=VV_jQb9vOGQQsdnrstZ4Pg" alt=""/></figure>



The RSI triggered an Oversold reading in the first week of August, but it also hit this level back in the summer of 2025. In that instance, shares nearly doubled in just a few months until the RSI found itself at the other end of the spectrum, over 70. If Lyft can continue expanding bookings and revenue, the stock could repeat its 2025 performance.



<h2 class="wp-block-heading">International Business Machines Corp.</h2>



IBM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>) hasn't exactly been left behind during the latest rally, but its stock has pulled back a bit in the last few weeks following a record rally. The stock reached a new all-time high of $294.78 on June 30 but has since dropped 15% despite a glowing Q2 earnings report on July 23. IBM beat top and bottom line estimates with YOY revenue growth of 8%, and boosted full-year guidance to $66.83 billion.



<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcORrrqMm9FUQ3XRaTNZiu4RY6JnYDvQl_jHBDsiIXBkQ0BQjFF49tEJLhBNi7nAzMvikC-GsrPeh67sCOWXvCKWHrWIz95rxSEtRDV3Qf-W2FtTYXIxkWqYkijmLqcxMgg4vXD?key=VV_jQb9vOGQQsdnrstZ4Pg" alt=""/></figure>



Like Lyft, IBM sold off following the report, but this is likely profit-taking after the stock had gained over 40% in the last 12 months. The RSI is flashing an Oversold signal with the stock sitting firm at the 200-day moving average, which has previously been a level of strong support. Once the profit taking subsides, IBM's long-term trend remains firmly intact, and buyers will likely have a good entry point for new positions.



<h2 class="wp-block-heading">Dana Inc.&nbsp;</h2>



Dana Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DAN#NYSE">DAN</a>) is an original equipment manufacturer (OEM) for vehicles and machines, providing propulsion equipment and energy solutions for trucks, SUVs, vans, and passenger cars. Like many equipment manufacturers, Dana was hit hard by the Trump tariff announcements in April, but has since recovered most of those losses. The company just released earnings earlier this week, and expectations were largely met.



<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdHVy6XjS9RCt4IwlEdv7CbKz6MiA3ZlPEwgYLM4sj9MQe8QkycoJXhaJMJx5JmW8cxx9trkD6wwMw62-E5oYKUF3bKL08BkVAgLVRdQizpX6AE5ZkDaNaXtssRW13nsa16arxjUQ?key=VV_jQb9vOGQQsdnrstZ4Pg" alt=""/></figure>



The RSI has been a catalyst for this in previous rallies, as the stock posted significant gains following Oversold signals in November and April. The stock is once again in Oversold territory, so look out for another rally if Q2 earnings deliver.



<h2 class="wp-block-heading">OppFi Inc.</h2>



OppFi (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OPFI#NYSE">OPFI</a>) is a small fintech company with a market capitalization under $1 billion and annual sales of only $525 million. But, we aren't looking for massive companies producing record revenue; we're looking for oversold stocks ready to reverse, and OPFI shares are offering plenty of evidence that the next move is to the upside.



<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXd71e-suZ433l2Nttc9jELRKfXdbS_jkvZ2_HjMDqCBLSOs264NSFjXSpYtssyTTrCmVgFof1dJU8VqBBU_WnSEWwEujCR0fqZyJ5lrNEV3ttubQf14sla82uaja5VZbBB8LJ-W?key=VV_jQb9vOGQQsdnrstZ4Pg" alt=""/></figure>



The company gained 13% following its August 6 earnings release, as revenue reached a new record of over $142 million and EPS figures beat projections by 50% ($0.45 EPS vs. $0.30 expected). The RSI tripped the Oversold alarm right before the report, which happened to coincide with a bounce of support at the 200-day moving average. OPFI has impressive growth metrics and a chart to back it up, so a momentum reversal to the upside here is a strong possibility.



<h2 class="wp-block-heading">Kaiser Aluminum Corp.&nbsp;</h2>



Kaiser Aluminum (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KALU#NASDAQ">KALU</a>) manufactures and sells prefabricated aluminum and steel products to a global base of customers, which could help explain part of its slump as President Trump continues to make steel and aluminum tariffs increasingly prohibitive. Despite beating EPS and revenue estimates, the stock dropped more than 20% in the days following its Q2 earnings release on July 23. A reduction in free cash flow guidance was the major red flag in the report, but the EBITDA outlook was improved, and the company maintained margins of 19% in the first half of 2025. 



<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfUYcumQAbCorioqMN8vq0FSAiXcAWDD5dFuA1hBNgf6CBssNLQ16f1fa9KpqVELn-c_JNW4YAF8sbhgndayHpjxZZPeFAdsPflZ3yI1Jl-fM8iGTlydqZ-ogi_l7aNvwL0VoMy?key=VV_jQb9vOGQQsdnrstZ4Pg" alt=""/></figure>



A Golden Cross formation in late June had investors thinking about outsized gains, but the Q2 earnings release tempered those expectations. However, the stock has receded to the 200-day moving average, sparking an Oversold sign from the RSI, which could trigger a technical reversal. The earnings release also hinted at long-term gains following short-term pain, allowing investors to quickly turn bullish if trade war fears subside and sales continue to grow.



Editorial content from our expert contributors is intended to be information for the general public and not individualized investment advice. Editors/contributors are presenting their individual opinions and strategies, which are neither expressly nor impliedly approved or endorsed by Benzinga.



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