Dernières nouvelles pour Alphabet (NASDAQ:GOOGL) Stock

ALPHABET INC-CL A

Alphabet

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

Alphabet Inc

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders often look for circumstances when the market estimation of an option diverges away from its normal worth. Abnormal amounts of trading activity could push option prices to hyperbolic or underperforming levels. 
Here's the list of options activity happening in today's session: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>WBD</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$13.00</td>
<td>$295.0K</td>
<td>5.9K</td>
<td>5.2K</td>
</tr>
<tr>
<td>GOOGL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/25/25</td>
<td>$185.00</td>
<td>$34.7K</td>
<td>8.8K</td>
<td>5.2K</td>
</tr>
<tr>
<td>DJT</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$11.00</td>
<td>$25.0K</td>
<td>10</td>
<td>5.0K</td>
</tr>
<tr>
<td>PINS</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>11/21/25</td>
<td>$40.00</td>
<td>$573.0K</td>
<td>40</td>
<td>1.0K</td>
</tr>
<tr>
<td>BIDU</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/25/25</td>
<td>$93.00</td>
<td>$28.6K</td>
<td>221</td>
<td>947</td>
</tr>
<tr>
<td>RBLX</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/15/27</td>
<td>$150.00</td>
<td>$68.3K</td>
<td>726</td>
<td>370</td>
</tr>
<tr>
<td>GOOG</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/15/27</td>
<td>$200.00</td>
<td>$51.9K</td>
<td>5.3K</td>
<td>195</td>
</tr>
<tr>
<td>NFLX</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>07/18/25</td>
<td>$1255.00</td>
<td>$45.5K</td>
<td>431</td>
<td>176</td>
</tr>
<tr>
<td>ASTS</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>03/20/26</td>
<td>$60.00</td>
<td>$238.9K</td>
<td>42</td>
<td>123</td>
</tr>
<tr>
<td>SE</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>12/19/25</td>
<td>$135.00</td>
<td>$30.4K</td>
<td>2.8K</td>
<td>112</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These itemized elaborations have been created using the accompanying table. 
• For WBD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WBD#NASDAQ">WBD</a>), we notice a call option trade that happens to be bearish, expiring in 66 day(s) on September 19, 2025. This event was a transfer of 5000 contract(s) at a $13.00 strike. The total cost received by the writing party (or parties) was $295.0K, with a price of $59.0 per contract. There were 5901 open contracts at this strike prior to today, and today 5241 contract(s) were bought and sold. 
• For GOOGL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>), we notice a call option sweep that happens to be bearish, expiring in 10 day(s) on July 25, 2025. This event was a transfer of 67 contract(s) at a $185.00 strike. This particular call needed to be split into 5 different trades to become filled. The total cost received by the writing party (or parties) was $34.7K, with a price of $518.0 per contract. There were 8836 open contracts at this strike prior to today, and today 5225 contract(s) were bought and sold. 
• Regarding DJT (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DJT#NASDAQ">DJT</a>), we observe a put option trade with bearish sentiment. It expires in 31 day(s) on August 15, 2025. Parties traded 5000 contract(s) at a $11.00 strike. The total cost received by the writing party (or parties) was $25.0K, with a price of $5.0 per contract. There were 10 open contracts at this strike prior to today, and today 5003 contract(s) were bought and sold. 
• For PINS (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PINS#NYSE">PINS</a>), we notice a put option trade that happens to be bullish, expiring in 129 day(s) on November 21, 2025. This event was a transfer of 1000 contract(s) at a $40.00 strike. The total cost received by the writing party (or parties) was $573.0K, with a price of $573.0 per contract. There were 40 open contracts at this strike prior to today, and today 1000 contract(s) were bought and sold. 
• For BIDU (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NASDAQ">BIDU</a>), we notice a call option sweep that happens to be bearish, expiring in 10 day(s) on July 25, 2025. This event was a transfer of 100 contract(s) at a $93.00 strike. This particular call needed to be split into 12 different trades to become filled. The total cost received by the writing party (or parties) was $28.6K, with a price of $288.0 per contract. There were 221 open contracts at this strike prior to today, and today 947 contract(s) were bought and sold. 
• Regarding RBLX (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RBLX#NYSE">RBLX</a>), we observe a call option sweep with bearish sentiment. It expires in 549 day(s) on January 15, 2027. Parties traded 37 contract(s) at a $150.00 strike. This particular call needed to be split into 13 different trades to become filled. The total cost received by the writing party (or parties) was $68.3K, with a price of $1870.0 per contract. There were 726 open contracts at this strike prior to today, and today 370 contract(s) were bought and sold. 
• For GOOG (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>), we notice a call option trade that happens to be bearish, expiring in 549 day(s) on January 15, 2027. This event was a transfer of 20 contract(s) at a $200.00 strike. The total cost received by the writing party (or parties) was $51.9K, with a price of $2595.0 per contract. There were 5305 open contracts at this strike prior to today, and today 195 contract(s) were bought and sold. 
• Regarding NFLX (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>), we observe a call option trade with bearish sentiment. It expires in 3 day(s) on July 18, 2025. Parties traded 10 contract(s) at a $1255.00 strike. The total cost received by the writing party (or parties) was $45.5K, with a price of $4555.0 per contract. There were 431 open contracts at this strike prior to today, and today 176 contract(s) were bought and sold. 
• For ASTS (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASTS#NASDAQ">ASTS</a>), we notice a put option trade that happens to be bullish, expiring in 248 day(s) on March 20, 2026. This event was a transfer of 116 contract(s) at a $60.00 strike. The total cost received by the writing party (or parties) was $238.9K, with a price of $2060.0 per contract. There were 42 open contracts at this strike prior to today, and today 123 contract(s) were bought and sold. 
• For SE (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SE#NYSE">SE</a>), we notice a call option trade that happens to be bullish, expiring in 157 day(s) on December 19, 2025. This event was a transfer of 9 contract(s) at a $135.00 strike. The total cost received by the writing party (or parties) was $30.4K, with a price of $3380.0 per contract. There were 2810 open contracts at this strike prior to today, and today 112 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more news on unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Options

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BIDU

GOOG

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RBLX

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

Rivian Automotive (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RIVN#NASDAQ">RIVN</a>) <a target="_blank" href="https://www.benzinga.com/topic/rivian" rel="noreferrer noopener">announced on Tuesday</a> that it has launched a new navigation system powered by Alphabet (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) Google Maps.
The Tesla (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) rival partnered with Google to introduce Rivian Navigation with Google Maps, <a target="_blank" href="https://blog.google/products/maps/rivian-is-getting-a-new-navigation-system-with-google-maps/" rel="noreferrer noopener">which uses the</a> Google Maps Auto SDK.
This tool allows Rivian to design a custom in-car navigation experience while leveraging Google&#8217;s advanced routing, traffic data, satellite imagery, and location details.
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/bonds/25/06/45723708/rivian-stock-goes-red-after-offering-1-25-billion-green-bond-to-refinance-2026-debt" rel="noreferrer noopener">Rivian Stock Goes Red After Offering $1.25 Billion Green Bond To Refinance 2026 Debt</a>
Rivian drivers will continue to enjoy unique features such as EV charging stop planning and Charging Scores, now enhanced by Google Maps&#8217; reliable data. The rollout of the new navigation system begins on Tuesday for all Rivian owners. 
Google also plans to collaborate with other automakers to help them build personalized navigation systems using the Auto SDK.
In related news, Rivian is reportedly enhancing its <a href="https://www.benzinga.com/markets/large-cap/25/06/45768838/rivian-evs-just-got-smarter-new-app-tracks-energy-use-and-speeds-up-charging" target="_blank" rel="noreferrer noopener">EV charging experience</a> through a new vehicle and mobile app software update.
The revamped Energy app now includes a &#8220;Charging&#8221; tab to show energy intake and a new &#8220;Energy Monitor&#8221; to track energy output from climate control, outlets, and drive systems.
A &#8220;Trip Target&#8221; feature offers real-time charging recommendations during navigation, while a new tool lets users precondition the battery on demand for quicker DC charging.
Chief Software Officer Wassym Bensaid said Rivian will roll out a &#8220;Smart Charging&#8221; feature in July, allowing scheduled home charging. Furthermore, in 2025, the company plans to introduce bidirectional charging so vehicles can power external devices.
The company remains committed to the $45,000 starting price for its upcoming R2 electric vehicle, even as trade tensions and tariffs grow. It expects tariffs to add about $2,000 per unit in 2025.
On May 22, on CNBC&#8217;s &#8220;<a href="https://www.benzinga.com/trading-ideas/long-ideas/25/05/45562808/jim-cramer-rivian-better-than-this-automaker-pan-american-silver-is-the-best-silver-mine" target="_blank" rel="noreferrer noopener">Mad Money Lightning Round</a>,&#8221; Jim Cramer said Rivian outperformed Lucid Group (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LCID#NASDAQ">LCID</a>).
Rivian stock is down close to 4% year-to-date, lagging the NASDAQ Composite Index&#8217;s 8% returns.
Price Action: Rivian stock is trading higher by 0.82% to $12.84 at last check Tuesday.
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Tesla Rival Rivian's Custom Google Maps Is Here

BMO Capital analyst Brian Pitz reiterates Alphabet (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) with a Outperform and raises the price target from $200 to $208.

Price Target

Reiteration

Analyst Ratings

BMO Capital Reiterates Outperform on Alphabet, Raises Price Target to $208

<a href="https://blog.google/products/maps/rivian-is-getting-a-new-navigation-system-with-google-maps/">https://blog.google/products/maps/rivian-is-getting-a-new-navigation-system-with-google-maps/</a>
&nbsp;
In collaboration with Rivian, we're excited to announce Rivian Navigation with Google Maps, a brand new navigation system for Rivian drivers that uses Google Maps Auto SDK. The Auto SDK lets automakers design their own navigation system and build customized features, while taking advantage of Google Maps' technology and comprehensive information.
This means that Rivian drivers can now use Google Maps' trusted routing, ETAs, traffic insights, satellite imagery and helpful information about places in their vehicles — while keeping Rivian's unique in-car design and features like EV charging stop planning and Charging Scores.
Rivian Navigation with Google Maps begins rolling out to all Rivian owners today. And we're working with other automakers to create their own custom navigation experiences with the Auto SDK.

'Rivian Is Getting A New Navigation System With Google Maps' - Google Blog

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<li>NVDA</li>
<li>AMD</li>
<li>CORN</li>
<li>GLD</li>
<li>TSLA</li>
<li>$BTC</li>
<li>GOOGL</li>
<li>BULL</li>
<li>HOOD</li>
<li>BABA</li>
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Data From <a href="https://swaggystocks.com/dashboard/wallstreetbets/ticker-sentiment">https://swaggystocks.com/dashboard/wallstreetbets/ticker-sentiment</a>
&nbsp;

Trading Ideas

$BTC

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NVDA

Top 10 Trending Stocks On WallStreetBets As Of July 15, 2025 (Via Swaggy Stocks)

Alphabet Inc.&#8217;s&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) Google has announced a $25 billion investment&nbsp;in data center and artificial&nbsp;intelligence (AI) infrastructure across the PJM Interconnection grid.
What Happened:&nbsp;Google&#8217;s investment will be spread&nbsp;over the next two years&nbsp;and will be directed towards states within the PJM Interconnection, the largest&nbsp;electric grid in the U.S.,&nbsp;<a href="https://www.cnbc.com/2025/07/15/google-to-invest-25-billion-in-data-centers-ai-infrastructure-in-pjm.html">reported</a>&nbsp;CNBC.&nbsp;The company will also invest $3 billion to modernize two hydropower plants in Pennsylvania, targeting the growing energy needs of data centers and AI operations in the area.
Check out the current price of&nbsp;<a href="https://benzinga.com/quote/GOOG" target="_blank" rel="noreferrer noopener">GOOG stock here</a>.
This initiative falls under a larger framework agreement between Google and Brookfield Asset Management to acquire 3,000 megawatts of hydroelectric power across the United States.
This investment comes at a time when PJM Interconnection, the nation's largest electric grid, is grappling with surging electricity demand from data centers and related industries. The grid covers 13 states across the mid-Atlantic, Midwest, and South, including northern Virginia, home to the world's largest data center market.
SEE ALSO:&nbsp;<a href="https://benzinga.com/markets/economic-data/25/07/46407695/trumps-100-tariff-threat-on-almost-nothing-trade-with-russia-a-prescription-for-how-to-soun" target="_blank" rel="noreferrer noopener">Trump&#8217;s &#8216;100% Tariff&#8217; Threat On &#8216;Almost Nothing&#8217; Trade With Russia A Prescription For &#8216;How To Sound Tough But Do Nothing,&#8217; Says Economist</a>
Why It Matters: This investment aligns with Google&#8217;s recent efforts to bolster its AI capabilities. Just a few days ago, the tech giant&nbsp;finalized a<a href="https://www.benzinga.com/markets/tech/25/07/46380738/google-beats-openai-secures-windsurf-technology-ceo-and-key-staff-for-2-4-billion"> $2.4 billion agreement</a>&nbsp;to license technology from AI coding startup Windsurf. This deal also involved hiring Windsurf&#8217;s CEO and a select group of its employees. Additionally, Google has been&nbsp;offering <a href="https://www.benzinga.com/markets/tech/25/07/46382125/google-software-engineers-see-pay-surge-amid-ai-boom-heres-how-much-they-would-be-paid">substantial salaries</a> to software engineers&nbsp;to stay competitive in the escalating war for AI talent.
Meanwhile, other tech giants are also making significant investments in AI infrastructure.&nbsp;Meta Platforms Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) recently announced plans to&nbsp;invest <a href="https://www.benzinga.com/trading-ideas/movers/25/07/46400815/meta-commits-hundreds-of-billions-to-build-massive-ai-clusters-in-race-for-superintelligence">hundreds of billions</a> of dollars&nbsp;into compute resources as it chases superintelligence. This underscores the growing importance of AI development in the tech industry and the fierce competition among major players.
On Tuesday, President Donald Trump will join White House Cabinet members along with tech and energy executives at Carnegie Mellon University in Pittsburgh to discuss AI investment in Pennsylvania.
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="775" height="135" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/15080405/image-175.png" alt="" class="wp-image-985818" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/15080405/image-175.png 775w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/15080405/image-175-300x52.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/15080405/image-175-768x134.png 768w" sizes="(max-width: 775px) 100vw, 775px" /></figure>
Alphabet offers average Momentum and Value, while scoring well on the Growth and Quality metric as per&nbsp;<a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound" target="_blank" rel="noreferrer noopener">Benzinga's Proprietary Edge Rankings.&nbsp;</a>
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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.

Google Pumps $25 Billion Into US AI And Data Center Power Grid—Here's Where It's Going

<a href="https://www.semafor.com/article/07/15/2025/trump-touts-investments-at-tech-summit" title="https://www.semafor.com/article/07/15/2025/trump-touts-investments-at-tech-summit">https://www.semafor.com/article/07/15/2025/trump-touts-investments-at-tech-summit</a>

Semafor: Google To Invest $25B In Data Centers Across Pennsylvania And Neighboring States Over Next Two Years, Is Signing $3B, 20-Year Deal With Brookfield To Upgrade Two Hydroelectric Power Plants

Oracle Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) announced on Tuesday it will invest $3 billion over five years in artificial intelligence and cloud infrastructure across Germany and the Netherlands, marking a significant expansion of its European operations as demand for AI services accelerates.
What Happened: The enterprise software giant will allocate $2 billion to Germany and $1 billion to the Netherlands, according to separate company statements. The investment will expand Oracle Cloud Infrastructure (OCI) presence in both markets and includes substantial AI infrastructure capacity increases in the Oracle Cloud Frankfurt and Amsterdam regions.
&#8220;With our plans to invest two billion U.S. dollars in AI infrastructure and cloud computing over the next five years, we are helping organizations across Germany accelerate their AI and cloud transformation,&#8221; said Thorsten Herrmann, Senior Vice President and Country Leader of Oracle Germany, in the company&#8217;s press release.
The European expansion comes as Oracle leverages momentum from recent government contract wins in the United States. The company secured <a href="https://www.benzinga.com/markets/equities/25/07/46360515/trump-pushes-google-amazon-microsoft-to-cut-cloud-prices-20-billion-it-budget-on-chopping-block-as-oracle-sets-precedent-report">unprecedented federal discounts of 75% on license-based software</a> and substantial cloud service reductions through November, according to the General Services Administration.
See Also:&nbsp;<a href="https://www.benzinga.com/markets/tech/25/07/46409079/nvidia-growth-estimates-get-10-boost-as-us-lifts-china-chip-export-curbs-gene-munster-predicts-30-35-growth-for-2026" target="_blank" rel="noreferrer noopener">Nvidia Growth Estimates Get 10% Boost As US Lifts China Chip Export Curbs: Gene Munster Predicts 30-35% Growth For 2026</a>
Why It Matters: Oracle&#8217;s shares have surged more than 8.61% <a href="https://www.benzinga.com/markets/tech/25/07/46270569/oracle-offers-deep-discounts-to-us-government-on-ai-cloud-and-database-tools-report">over the past month following strong fourth-quarter earnings</a> that exceeded estimates. CEO Safra Catz noted a &#8220;strong start&#8221; to fiscal 2026, with MultiCloud database revenue growing over 100% year-over-year.
The German investment will support key industries including manufacturing, automotive, renewable energy, science, and healthcare sectors. Federal Minister for Digital Affairs, Karsten Wildberger, stated the investment &#8220;strengthens our digital infrastructure and enables companies and public authorities to benefit from state-of-the-art AI and cloud technologies.&#8221;
In the Netherlands, Oracle will target financial services, logistics, life sciences, and energy sectors. The company emphasized its unique position as the only hyperscaler capable of delivering over 200 AI and cloud services across edge, data center, multicloud, and public cloud environments.
Analysts at Jefferies previously called Oracle&#8217;s recent agreements a &#8220;pivotal moment&#8221; in the company&#8217;s transition to hyperscale cloud status, with regulatory filings indicating potential for <a href="https://www.benzinga.com/markets/equities/25/07/46335864/oracle-stock-gains-as-30-billion-ai-cloud-deals-mark-pivotal-moment-in-race-against-rivals-jefferies-calls-it-a-hyperscale-leap-amid-trump-backed-stargate-push">over $30 billion in yearly revenue by fiscal 2028</a>.
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Photo courtesy: Sundry Photography / Shutterstock.com

AMZN

MSFT

ORCL

Oracle To Invest $3 Billion In AI And Cloud Infrastructure Expansion Across Germany, Netherlands

Before leading the Android division, Sameer Samat made a bold move early in his career that would end up shaping his professional journey: cold-emailing Google, rebranded as 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>) in 2015, co-founder Sergey Brin at 3 am.
What Happened: Back in 1999, Samat was in his early 20s, running a machine learning startup called Mohomine during the <a href="https://www.benzinga.com/tech/25/02/43838071/microsoft-ceo-satya-nadella-warns-of-dot-com-like-ai-bubble-pushes-for-measuring-ai-impact-with-gdp-growth-self-claiming-agi-milestone-is-just-nonsensical-benchmark-hacking">dot-com boom</a>.
When his co-founders considered leaving to attend grad school, he struggled with how to keep the company going. In search of advice, Samat reached out to Brin, having read his academic papers and admired Google's mission.
"This is 1999, 3 a.m. email," Samat recalled in an <a href="https://www.businessinsider.com/google-android-sameer-samat-cold-email-sergey-brin-2025-7">interview</a> with Business Insider, saying he asked Brin, "What would you do in this situation? I'm sure you wrestled with this grad school decision."
See Also: <a href="https://www.benzinga.com/markets/tech/25/06/45827474/google-co-founder-larry-page-predicted-a-machine-that-would-understand-everything-on-the-web-has-that-25-year-old-pipe-dream-finally-turned-into-reality">Google Co-Founder Larry Page Predicted A Machine That Would &#8216;Understand Everything On The Web,&#8217; Has That 25-Year Old Pipe Dream Finally Turned Into Reality?</a>
To Samat's surprise, Brin replied within a minute and invited him to visit Google's office. What started as a conversation quickly turned into an on-the-spot job interview. He "paraded one engineering person after another into the room," Samat said.
Though Brin offered him a job, Samat declined, choosing to stay loyal to his startup. Brin respected the decision and even introduced him to investors, some of whom helped fund Mohomine.
&#8220;He didn&#8217;t have to do any of that,&#8221; Samat stated, adding, &#8220;And so I try to pay that forward, too, when people call me up with something similar.&#8221;
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Samat's company was later acquired by Kofax (now Tungsten Automation), giving Samat valuable startup experience.
He eventually joined Google in 2008 after being persuaded by Marissa Mayer and interviewing with Sundar Pichai, who would later become CEO. He left in 2015, only to return when Pichai personally asked him to help lead Android and Google Play, the report added.
Why It's Important: In a separate <a href="https://www.techradar.com/phones/android/i-think-you-see-the-future-first-on-android-googles-android-leader-sameer-samat">interview</a> with TechRadar last week, Samat confirmed that the company plans to merge its Android mobile operating system with ChromeOS, which currently powers Chromebooks.
They're aiming for a single unified platform, hinting at evolving how laptops fit into Google's ecosystem. This statement is the clearest official sign yet of a move that has been speculated about for months.
Benzinga's Edge Stock Rankings indicate that GOOG is trending positively in the short, medium and long term. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">You can find more detailed performance insights here</a>.
<figure class="wp-block-image aligncenter size-full"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img decoding="async" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/15043407/Screenshot-2025-07-15-at-2.01.46%E2%80%AFPM.png" alt="" class="wp-image-985408" /></a></figure>
Check out more of Benzinga&#8217;s Consumer Tech coverage by&nbsp;<a href="https://www.benzinga.com/topic/consumer-tech" target="_blank" rel="noreferrer noopener">following this link</a>.
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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: JHVEPhoto On Shutterstock.com

Google's Android Chief Once Cold-Emailed Sergey Brin At 3 AM — What Happened Next Changed His Career Forever

Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) is reportedly considering a major shift in its artificial intelligence (AI) strategy, including the potential abandonment of its open-source AI model, Behemoth.
What Happened: The newly formed Superintelligence Lab at Meta, led by 28-year-old Alexandr Wang, the company&#8217;s new Chief AI Officer, is contemplating a shift from the open-source Behemoth model to a closed model, <a href="https://www.nytimes.com/2025/07/14/technology/meta-superintelligence-lab-ai.html">reported</a> The New York Times. The lab&#8217;s discussions are in the early stages, and decisions are yet to be made. However, any changes would require approval from Meta&#8217;s CEO, Mark Zuckerberg, the report said.
Check out the current price of&nbsp;<a href="https://benzinga.com/quote/META" target="_blank" rel="noreferrer noopener">META stock here</a>.
Meta&#8217;s open-source AI models have been a cornerstone of its AI strategy, with the company arguing that open-sourcing the technology would accelerate AI development and make it more accessible to developers. Moving to a closed A.I. model would represent a major philosophical shift for the company.
The potential shift comes after Meta faced challenges with the Behemoth model&#8217;s internal performance, leading to a delay in its release. Despite these challenges, Meta may continue supporting its open-source AI models while ultimately prioritizing a closed system.
Wang recently hosted a Q&amp;A with Meta's AI staff, where he stated that although his team's work would remain private, the entire AI division would now be dedicated to building superintelligence. However, he did not clarify whether the A.I. models would be open or closed.
Meta did not immediately respond to <a href="http://pro.benzinga.com">Benzinga&#8217;s</a> request for comment.
SEE ALSO:&nbsp;<a href="https://benzinga.com/crypto/cryptocurrency/25/07/46400968/pudgy-penguins-coin-pengu-leaps-past-dogecoin-shiba-inu-pepe-with-93-weekly-gain" target="_blank" rel="noreferrer noopener">Pudgy Penguins Coin PENGU Leaps Past Dogecoin, Shiba Inu, Pepe With 93% Weekly Gain &#8211; Benzinga</a>
Why It Matters: This news comes on the heels of Meta&#8217;s aggressive push towards AI development. In a recent&nbsp;<a href="https://www.benzinga.com/trading-ideas/movers/25/07/46400815/meta-commits-hundreds-of-billions-to-build-massive-ai-clusters-in-race-for-superintelligence">announcement</a>, Zuckerberg confirmed that the company would invest hundreds of billions to build massive AI clusters in pursuit of superintelligence.
Earlier, Meta had embarked on a massive recruitment drive, offering multimillion-dollar packages to assemble an elite AI team for its superintelligence labs. The company even&nbsp;<a href="https://www.benzinga.com/markets/tech/25/07/46382291/mark-zuckerberg-poaches-sam-altmans-talent-with-multimillion-dollar-offers-to-build-metas-ai-team">poached</a>&nbsp;talent from other tech giants like OpenAI and Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) with remuneration packages that outstripped those of Fortune 500 CEOs and professional sports stars.
Furthermore, Meta expanded its AI talent pool by&nbsp;<a href="https://www.benzinga.com/markets/tech/25/07/46385278/mark-zuckerbergs-meta-expands-ai-talent-with-playai-acquisition-report">acquiring</a>&nbsp;PlayAI, an AI startup focused on natural-sounding voice technology. The entire PlayAI team joined Meta, further bolstering its AI capabilities.
With these moves, Meta strives to remain competitive in the AI race against rivals such as Google (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>), OpenAI, and Anthropic. The company&#8217;s&nbsp;ultimate goal is to create&nbsp;a &#8220;superintelligent&#8221; AI, which would hypothetically surpass human cognitive abilities.
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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.

AAPL

Meta's Superintelligence Lab May Kill Open-Source AI In Bold Strategy Shake-Up: Report

Elon Musk's artificial intelligence company xAI has announced it is introducing its AI model Grok for government uses, as the Pentagon recently awarded the company multi-million-dollar defense contracts.
What Happened: "Announcing Grok for Government &#8211; a suite of products that make our frontier models available to United States Government customers," the company said in a social media post on X on Monday.
The company also announced "two new partnerships" with the U.S. government, including a defense contract awarded by the Pentagon as well as xAI products "being available to purchase via the General Services Administration (GSA) schedule," which allows federal agencies/departments to buy approved products.
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Announcing Grok for Government &#8211; a suite of products that make our frontier models available to United States Government customers We are especially excited about two new partnerships for our US Government partners 1) a new contract from the US Department of Defense 2) our…
&mdash; xAI (@xai) <a href="https://twitter.com/xai/status/1944776899420377134?ref_src=twsrc%5Etfw">July 14, 2025</a></blockquote>
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Why It Matters: The news comes as xAI was awarded defense contracts worth over $200 million, along with companies like Alphabet Inc.'s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) Google and Anthropic. The deal <a href="https://www.benzinga.com/markets/tech/25/07/46407317/elizabeth-warren-rips-pentagon-deal-with-elon-musks-xai-days-after-company-apologized-for-groks-horrific-behavior-what-could-possibly-go-wrong">has been criticized</a> by Sen. Elizabeth Warren (D-Mass).&nbsp;
xAI has also been in the news recently amid talks of a merger with Musk's other companies, like SpaceX and Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>). SpaceX also recently <a href="https://www.benzinga.com/markets/large-cap/25/07/46385300/tesla-xai-and-spacex-merger-chamath-palihapitiya-floats-industrial-logic-for-union-of-elon-musk-led-companies-this-would-be-pretty-logical">invested over $2 billion</a> in xAI.
Elsewhere, Musk has teased an "epic" demo from Tesla by <a href="https://www.benzinga.com/markets/tech/25/07/46386130/elon-musk-teases-most-epic-demo-ever-by-2025-end-as-tesla-struggles-amid-declining-sales-trump-ending-ev-mandate">the end of the year</a>, sparking buzz about possible developments with the company's Optimus line of humanoid robots as well as the Cybercab.
Check out more of Benzinga&#8217;s Future Of Mobility coverage by<a href="https://www.benzinga.com/topic/mobility"> following this link.</a>
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Photo courtesy: JRdes / Shutterstock.com

Elon Musk's xAI Launches 'Grok For Government' After Winning $200 Million Pentagon Contract

Billionaire investor Chamath Palihapitiya has raised concerns about the potential threat to the United States&#8217; AI dominance due to a lack of electricity to power data centers.
What Happened: On Monday, Palihapitiya took to X and shared a graph while expressing his concerns about the U.S. potentially losing its AI edge to China due to a lack of electricity to power data centers.
He pointed out that as AI becomes more reliant on computational power, it also becomes increasingly dependent on electricity to power the data centers housing the computations.
&#8220;The U.S. is still ahead in model sophistication and quality, but we are way behind on electricity generation, which could catch up with us,&#8221; he said.
Palihapitiya stressed the importance of prioritizing and incentivizing every aspect of the energy ecosystem—including generation, storage, transmission, and distribution—to tackle the growing challenge.
See Also: <a href="https://benzinga.com/markets/tech/25/07/46384871/tucker-carlson-asks-how-did-well-connected-and-super-aggressive-bill-ackman-get-his-9-billion-pershi" target="_blank" rel="noopener">Tucker Carlson Asks How Did &#8216;Well-Connected And Super Aggressive&#8217; Bill Ackman Get His $9 Billion, Pershing Square Founder Fires Back At Epstein Smear: &#8216;Owes Me An Apology&#8217;</a>
<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">The big problem with this graph is that as AI gets reduced to computation power, it further gets reduced to electricity to power the data centers that house the computation. The US is still ahead in model sophistication and quality but we are way behind on electricity… <a href="https://t.co/yKCDmgIGeL">pic.twitter.com/yKCDmgIGeL</a>
&mdash; Chamath Palihapitiya (@chamath) <a href="https://twitter.com/chamath/status/1944832864425750978?ref_src=twsrc%5Etfw">July 14, 2025</a></blockquote>
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Why It Matters: The warning from Palihapitiya comes at a time when the energy consumption of AI data centers has been a growing concern. In April 2024, ARM Holdings plc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARM#NASDAQ">ARM</a>) CEO Rene Haas said that AI data centers could consume <a href="https://www.benzinga.com/markets/asia/24/04/38163078/ai-could-consume-25-of-us-power-by-2030-the-more-information-they-gather-the-more-power-it-takes-war">a quarter of the U.S. power</a> by 2030, without improved energy efficiency. 
Morgan Stanley (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MS#NYSE">MS</a>) in March 2024 projected that <a href="https://www.benzinga.com/markets/commodities/25/06/45728009/tomorrows-energy-crisis-mits-alarming-analysis-of-ai-power-consumption">power demand driven by generative AI</a> will grow at an average annual rate of 70% through 2027, primarily due to the expansion of AI-reliant data centers.
Meanwhile, in April this year, Former 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>) CEO Eric Schmidt warned that China's rapid increase in AI investment could <a href="https://www.benzinga.com/tech/25/04/44892275/eric-schmidt-warns-china-is-going-to-win-ai-race-unless-washington-fights-with-funding-and-instills-american-values-at-the-core">allow it to surpass the U.S.</a> unless Washington significantly steps up its efforts.
He also urged President Donald Trump to go beyond simply reversing previous administration policies and take stronger action.
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Chamath Palihapitiya Warns US May Fall Behind in AI Race — Not for Lack of Models, But Electricity: 'We Are Way Behind'

Sen. Elizabeth Warren (D-Mass.) has raised alarms after Elon Musk's xAI secured a major Pentagon contract just days after its chatbot, Grok, made antisemitic and <a href="https://www.benzinga.com/markets/tech/25/07/46347324/musk-says-grok-coming-to-teslas-by-next-week-evs-getting-the-smartest-ai-in-the-world">pro-Hitler remarks online</a>.
What Happened: On Monday, the U.S. Department of Defense announced that Musk's <a href="https://www.benzinga.com/markets/tech/25/07/46335602/elon-musk-s-xai-launches-grok-4-with-phd-level-ai-debuts-in-300-month-supergrok-tier">artificial intelligence startup</a> xAI—alongside OpenAI, Alphabet Inc.'s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) Google and Anthropic—was awarded contracts worth up to $200 million each to help scale AI capabilities across national security applications, reported Reuters.
The contracts aim to support agentic AI development, a move backed by the Pentagon's Chief Digital and Artificial Intelligence Office.
Shortly after the announcement, Warren took to X, formerly Twitter, slamming the decision. "This is the same Grok that was ‘manipulated' into praising Hitler last week," she wrote. "What could possibly go wrong when integrating this AI into our national security?"
See Also:&nbsp;<a href="https://benzinga.com/markets/macro-economic-events/25/07/46361695/jamie-dimon-warns-market-may-be-underestimating-rate-hike-risks-flags-investor-comp" target="_blank" rel="noreferrer noopener">Jamie Dimon Warns Market May Be Underestimating Rate Hike Risks, Flags Investor Complacency Amid Trump Tariffs: ‘Cause Of Concern'</a>
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">This is the same Grok that was &quot;manipulated&quot; into praising Hitler last week. What could possibly go wrong when integrating this AI into our national security? <a href="https://t.co/rdRCmVWeRh">https://t.co/rdRCmVWeRh</a>
&mdash; Elizabeth Warren (@SenWarren) <a href="https://twitter.com/SenWarren/status/1944908228485374111?ref_src=twsrc%5Etfw">July 14, 2025</a></blockquote>
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xAI has publicly apologized for Grok's behavior. The company admitted that a code update made the chatbot vulnerable to offensive prompts on the platform.
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Update on where has <a href="https://twitter.com/grok?ref_src=twsrc%5Etfw">@grok</a> been &amp; what happened on July 8th. First off, we deeply apologize for the horrific behavior that many experienced. Our intent for <a href="https://twitter.com/grok?ref_src=twsrc%5Etfw">@grok</a> is to provide helpful and truthful responses to users. After careful investigation, we discovered the root cause…
&mdash; Grok (@grok) <a href="https://twitter.com/grok/status/1943916977481036128?ref_src=twsrc%5Etfw">July 12, 2025</a></blockquote>
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Grok had issued several problematic statements, including calling itself "MechaHitler" and suggesting Adolf Hitler would "have crushed it."
xAI did not immediately respond to <a href="https://pro.benzinga.com/dashboard">Benzinga's</a> request for comments.
Subscribe to the&nbsp;<a href="https://bztechtrends.beehiiv.com/subscribe" target="_blank" rel="noreferrer noopener">Benzinga Tech Trends newsletter</a>&nbsp;to get all the latest tech developments delivered to your inbox.
Why It's Important: The rollout came as xAI reportedly works with Morgan Stanley to <a href="https://www.benzinga.com/markets/bonds/25/06/45853241/elon-musks-xai-seeks-5-billion-via-morgan-stanley-amid-trump-rift-and-2022-twitter-debt-hangover-report">secure $5 billion in funding</a>, all while Musk faces friction with Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) board members who are concerned about his split focus and ongoing political involvement.
Over the weekend, Musk also said he wants <a href="https://www.benzinga.com/markets/tech/25/07/46386582/elon-musk-wants-tesla-to-invest-in-xai-but-its-up-to-shareholders-this-analyst-says-grok-is-worth-the-bet">Tesla to invest in xAI</a>, but emphasized that the decision will be made by shareholders through a vote, not by him alone.
Following xAI's announcement of Grok 4, Musk responded to Tesla influencer Sawyer Merritt, confirming that <a href="https://www.benzinga.com/markets/tech/25/07/46347324/musk-says-grok-coming-to-teslas-by-next-week-evs-getting-the-smartest-ai-in-the-world">Grok would be coming to Tesla vehicles</a> very soon, possibly within this week.
Photo Courtesy: Sheila Fitzgerald On Shutterstock.com
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Elizabeth Warren Rips Pentagon Deal With Elon Musk's xAI Days After Company Apologized For Grok's 'Horrific' Behavior: 'What Could Possibly Go Wrong?'

Wedbush Securities analyst Daniel Ives has placed his bets on cybersecurity as the &#8220;biggest subsector&#8221; in the technology sector in 2025.
What Happened: According to Ives, as the world moves toward using cloud services for storing data, strong cybersecurity services becomes imperative for the protection of data.
He highlights that Crowdstrike Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWD#NASDAQ">CRWD</a>), Zscaler Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ZS#NASDAQ">ZS</a>), Palo Alto Networks Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>), and Check Point Software Technologies Ltd. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CHKP#NASDAQ">CHKP</a>) could be the biggest beneficiaries of this trend during the upcoming earnings season.
&#8220;When you look at Crowdstrike, Zscaler, Palo Alto, Check Point, as more moves to the cloud, cybersecurity is going to move hand-in-hand. This is going to be one area that outperforms significantly during earnings season,&#8221; Ives <a href="https://www.cnbc.com/video/2025/07/14/ives-the-ai-revolution-is-now-spreading-across-all-corners-of-the-tech-sector.html">told</a> CNBC on Monday.
When highlighted that the cybersecurity ETFs have performed poorly in the near term, Ives quipped that they are going to be one of the best performers of 2025.
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<tr>
<td>Cybersecurity ETFs</td>
<td>One Month</td>
<td>Year-To-Date</td>
<td>One Year</td>
</tr>
<tr>
<td>First Trust NASDAQ Cybersecurity ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CIBR#NASDAQ">CIBR</a>)</td>
<td>-0.86%</td>
<td>13.85%</td>
<td>24.77%</td>
</tr>
<tr>
<td>Global X Cybersecurity ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BUG#NASDAQ">BUG</a>)</td>
<td>-4.08%</td>
<td>8.25%</td>
<td>15.32%</td>
</tr>
<tr>
<td>Amplify Cybersecurity ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HACK#NYSE">HACK</a>)</td>
<td>-0.92%</td>
<td>11.28%</td>
<td>25.62%</td>
</tr>
</tbody>
</table>
</figure>
&#8220;I think it&#8217;s because of rotation,&#8221; Ives said, highlighting the near-term underperformance. &#8220;I think the market&#8217;s got it wrong, when you actually look at the technology subsector, cybersecurity could be the biggest subsector of the year for tech,&#8221; he added.
Simultaneously, he reiterated his <a href="https://www.benzinga.com/analyst-stock-ratings/price-target/25/07/46339022/palantir-could-be-the-next-big-ai-winner-says-dan-ives-sees-12-pltr-stock-surge">bullish views</a> on Palantir Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>), saying that it was on the &#8220;golden path to become an AI stalwart&#8221; over the next 12 months. 
Meanwhile, he also expressed his optimism in International Business Machine Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>), and praised its CEO, Arvind Krishna. &#8220;When it comes to AI, I think what Arvind&#8217;s doing there is that there&#8217;s a renaissance going on in Arkmonk, that&#8217;s why we are very bullish on IBM,&#8221; he said.
When asked what the investors should look out for in IBM&#8217;s earnings, he said, &#8220;I think it&#8217;s cloud computing and it&#8217;s AI-driven revenue. Network services, you could say, is under pressure, but the stack, that&#8217;s what IBM is selling into a massive installed base,&#8221; added that this was going to get &#8220;rerated&#8221; as the investors &#8220;underestimate&#8221; it.
See Also: <a href="https://www.benzinga.com/news/politics/25/07/46386524/trump-wants-blanket-tariffs-of-up-to-20-after-surprise-treasury-surplus-in-june-ed-yardeni-says-don">Trump Wants Blanket Tariffs Of Up To 20% After Surprise Treasury Surplus In June: Ed Yardeni Says &#8216;Don&#8217;t Push Your Luck&#8217;</a>
Why It Matters: Apart from the winners in this season, when Ives was asked about the potential earnings misses from the technology sectors during the earnings season, he pointed at Cisco Systems Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>) and Dell Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>).
&#8220;If there is going to be weakness, that&#8217;s going to be from networking players like Cisco and legacy players like Dell.&#8221;
Major tech companies like Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) and Netflix Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>) are scheduled to report on Thursday, July 17, and ASML Holding NV (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASML#NASDAQ">ASML</a>) on Wednesday, July 16.
Other significant tech earnings, such as Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), and Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>), are expected in the coming weeks.
Price Action: At the time of writing this article, 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, were lower on Monday. The SPY was down 0.16% at $622.62, while the QQQ declined 0.16% to $553.33, according to <a href="https://pro.benzinga.com/dashboard">Benzinga P</a>ro data.
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<li><a href="https://www.benzinga.com/markets/hedge-funds/25/07/46386374/stanley-druckenmillers-duquesne-dumps-palantir-bets-big-on-this-dividend-play-which-has-surge" target="_blank" rel="noreferrer noopener">Stanley Druckenmiller's Duquesne Dumps Palantir, Bets Big On This Dividend Play Which Has Surged Nearly 50% In 2025</a></li>
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Image: Shutterstock

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Dan Ives Bets On Cybersecurity As 'Biggest Subsector' In Tech For 2025; Expects Strong Q2 Earnings From CrowdStrike, Zscaler, Palo Alto, Check Point

Nebius Group (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NBIS#NASDAQ">NBIS</a>) stock surged on Monday after Goldman Sachs analyst Alexander Duval <a href="https://www.benzinga.com/quote/NBIS/analyst-ratings" target="_blank" rel="noreferrer noopener">initiated coverage with</a> a Buy rating and announced a price target of $68.
Duval noted that Nebius is emerging as a key player in the fast-growing AI Neoclouds space — a niche segment within the broader GPU-as-a-Service (GPUaaS) market. The analyst pointed out that this market allows AI startups, enterprises and hyperscalers to rent GPU infrastructure remotely via the cloud to run large-scale AI training and inference workloads.
Also Read: <a href="https://www.benzinga.com/markets/tech/25/07/46388272/goldman-sachs-sees-53-upside-in-nebius-group-calls-ai-infrastructure-undervalued" target="_blank" rel="noreferrer noopener">Goldman Sachs Sees 53% Upside In Nebius Group, Calls AI Infrastructure &#8216;Undervalued&#8217;</a>
Unlike traditional bare-metal providers or general-purpose cloud platforms, Nebius offers a vertically integrated solution explicitly tailored for AI demands.
The company customizes its hardware racks to optimize power efficiency — up to 20% gains — while controlling its data center design and operations, Duval said. As per the analyst, this enables better performance, energy usage and customer pricing. 
Beyond hardware, Nebius&#8217; full-stack platform includes orchestration software, elastic server configurations and dedicated AI cloud services like MLOps, database management and scalable storage, he noted. Customers only pay for AI-specific services, which sets Nebius apart from hyperscalers, which offer a wide but generic suite of tools, Duval said.
The analyst noted that Nebius positions itself as a neutral and flexible alternative to cloud giants like Alphabet Inc.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>)(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) Google Cloud or Amazon.com, Inc.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) Amazon Web Services. Unlike those hyperscalers, which may develop competing AI models, AI Neoclouds such as Nebius offer shorter contract terms, greater customer data control and zero conflict of interest. This makes Nebius particularly attractive to startups and enterprise clients wary of handing over sensitive models or datasets, as per the analyst.
He noted that the company also leverages its roots in Yandex — where it operated hyper-scale workloads across services like search, ride-hailing, food delivery and music — to demonstrate technical and operational expertise at scale. Its AI Studio platform also offers Inference-as-a-Service, helping customers deploy and manage LLMs in production without building custom infrastructure.
Duval noted that Nebius is well-positioned to scale financially. As of first-quarter 2025, it holds $1.4 billion in net cash and has raised an additional $1 billion in convertible debt to fund its global expansion. He said that with major buildouts underway in New Jersey and other international locations, the company&#8217;s flexible strategy (co-location, build-to-suit and greenfield deployment) enables rapid growth while optimizing capital utilization.
Nebius is already serving hyperscale AI labs — for example, CoreWeave Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>) supports OpenAI and Microsoft Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) — and is poised to deepen relationships in this segment, Duval noted. Its ties with NVIDIA Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), which faces reduced reliance on in-house chips from hyperscalers such as Google and Amazon, further strengthen its position as a trusted GPU infrastructure partner, per the analyst.
Nebius projects a revenue CAGR above 50% from 2025 to 2030, with margins expected to rise as the business scales. AI infrastructure is forecast to drive around 90% of total revenue by 2030, growing to $5.9 billion by then, Duval noted. Inference, which now accounts for about a third of AI server demand, is projected to reach two-thirds by 2027, boosting utilization of depreciated GPUs and improving profitability, as per the analyst.
He noted that in addition to scaling inference and training workloads, Nebius sees upside from multimodal AI (e.g., voice, video), sovereign AI projects like Stargate and InvestAI, and broader enterprise adoption. All these trends underscore the demand for flexible, AI-native infrastructure and position Nebius to be a long-term winner in the GPUaaS market, as per the analyst.
Duval projected fiscal 2025 sales of $632.3 million and EPS loss of $(3.00).
NBIS Price Action: Nebius stock is up 16.37% at $51.55 at publication on Monday.
Read Next:
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Photo: Shutterstock

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Nebius Emerges As Neutral AI Cloud Alternative, Deepens Ties With Nvidia, OpenAI, Microsoft: Analyst

<a href="https://www.ai.mil/Latest/News-Press/PR-View/Article/4242822/cdao-announces-partnerships-with-frontier-ai-companies-to-address-national-secu/" title="https://www.ai.mil/Latest/News-Press/PR-View/Article/4242822/cdao-announces-partnerships-with-frontier-ai-companies-to-address-national-secu/">https://www.ai.mil/Latest/News-Press/PR-View/Article/4242822/cdao-announces-partnerships-with-frontier-ai-companies-to-address-national-secu/</a>

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"CDAO Announces Partnerships with Frontier AI Companies to Address National Security Mission Areas, The awards to Anthropic, Google, OpenAI, and xAI – each with a $200M ceiling" - Chief Digital and Artificial Intelligence Office

NVIDIA Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) has taken the world by storm, becoming the first public company to <a href="https://www.benzinga.com/markets/tech/25/07/46326271/nvidia-breaks-4-trillion-barrier-benzinga-poll-predicted-it-first">surpass the $4 trillion </a>market capitalization milestone.
A new poll asks whether Nvidia will also be the first to hit $5 trillion or will be beaten by one of the other tech giants.
What Happened: Nvidia has quickly climbed the ranks as one of the most valuable companies in the world, first reaching a $1 trillion market cap <a href="https://www.benzinga.com/news/23/05/32630114/nvidia-becomes-ninth-company-to-hit-1-trillion-market-cap-who-could-be-next-to-join-elusive-club">in May 2023 </a>and becoming the most valuable company less than two years later.
The semiconductor giant beat Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) to the punch for the latest milestone, which comes after Apple was previously the first U.S. publicly traded company to hit the $1 trillion, $2 trillion and $3 trillion market capitalization milestones.
Nvidia also beat Microsoft Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) to the milestone, which comes as the two companies have often traded places as the most valuable company in the world over the last year.
Benzinga recently polled readers to ask which of the three companies will hit the next milestone first.
"Which company will be the first to reach a $5 trillion market cap?" Benzinga asked.
The results on Benzinga's Instagram were:
<ul class="wp-block-list">
<li>Nvidia: 75%</li>
<li>Microsoft: 8%</li>
<li>Apple: 5%</li>
<li>Company not listed here: 12%</li>
</ul>
Benzinga also polled users on Threads and received the following results:
<ul class="wp-block-list">
<li>Nvidia: 73%</li>
<li>Microsoft: 11%</li>
<li>Apple: 2%</li>
<li>Company not listed here: 13%</li>
</ul>
Both polls produced similar results, with Nvidia receiving over 70% of the vote among Benzinga readers. Microsoft placed second in both polls, with Apple ranking third among the three companies.
Coming in second place overall was the option for "Company not listed here." It could be less than 12 months before a company is valued at $5 trillion or it could be years, which means that a company currently ranking under these three companies could have time to surge up the valuation rankings or a company not currently valued at $1 trillion could also make a move similar to Nvidia.
Here are the other companies currently valued at $1 trillion or more:
<ul class="wp-block-list">
<li>Amazon.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>): $2.39 trillion</li>
<li>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>): $2.19 trillion</li>
<li>Meta Platforms (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>): $1.81 trillion</li>
<li>Saudi Aramco: $1.61 trillion</li>
<li>Broadcom Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>): $1.28 trillion</li>
<li>Taiwan Semiconductor Manufacturing (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>): $1.18 trillion</li>
<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>): $1.03 trillion</li>
<li>Tesla Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>): $1.02 trillion</li>
</ul>
In total, there are 11 companies valued at $1 trillion or more as of the time of writing with Nvidia, Microsoft and Apple the only three that are worth more than $2.5 trillion.
Read Also: <a href="https://www.benzinga.com/markets/tech/25/07/46349588/nvidia-hits-4-trillion-now-worth-more-than-meta-berkshire-hathaway-tesla-combined">Nvidia Hits $4 Trillion — Now Worth More Than Meta, Berkshire Hathaway, Tesla Combined</a>
What's Next: While it may take years for a company to hit a value of $5 trillion, Benzinga readers were right in the last market capitalization poll.
In late June,&nbsp;<a href="https://www.benzinga.com/trading-ideas/long-ideas/25/07/46198021/nvidia-vs-microsoft-vs-apple-which-stock-reaches-4-trillion-first" target="_blank" rel="noreferrer noopener">Benzinga polled its readers</a>&nbsp;to ask which of these three tech giants would reach the $4 trillion market cap first.
The results on Instagram were:
<ul class="wp-block-list">
<li>Nvidia: 79%</li>
<li>Microsoft: 14%</li>
<li>Apple: 7%</li>
</ul>
At the time, Nvidia had the market capitalization lead at $3.85 trillion, with Microsoft and Apple following closely behind at $3.70 trillion and $3.06 trillion, respectively.
While Nvidia&#8217;s rise to become the first $4 trillion company is historical, Benzinga readers are betting on more gains for the tech giant over the next 18 years.
President Donald Trump announced a plan to give parents $1,000 to invest for their children at birth. <a href="https://www.benzinga.com/trading-ideas/long-ideas/25/06/45973429/trump-wants-babies-to-get-1000-to-invest-at-birth-this-maginicent-7-stock-tops-poll-for-18-year-growth" target="_blank" rel="noreferrer noopener">Benzinga asked readers</a> which of the Magnificent 7 stocks they would invest $1,000 in today and hold for the next 18 years.
Here are the results:
<ul class="wp-block-list">
<li>Nvidia: 21%</li>
<li>Apple: 17%</li>
<li>Alphabet Inc: 14%</li>
<li>Meta Platforms: 14%</li>
<li>Amazon.com Inc: 12%</li>
<li>Microsoft: 12%</li>
<li>Tesla: 10%</li>
</ul>
The winner of the poll was Nvidia, with 21% of readers picking this stock as the one they would invest in and hold for the next 18 years to add wealth to their children's investment account. Apple was a close second at 17%, with Alphabet and Meta tied for third at 14%.
Benzinga readers are predicting big things for Nvidia in the future.
Read Next: 
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</ul>
The study was conducted by Benzinga from July 10, 2025, through June 11, 2025. It included the responses of a diverse population of social media followers. Opting into the survey was completely voluntary, with no incentives offered to potential respondents. The study reflects results from 4,177 people on Instagram and 132 people on Threads.
Photo: Shutterstock

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AVGO

Nvidia Vs. Microsoft Vs. Apple: Who Will Hit $5 Trillion Market Cap First? 75% Of Readers Pick This Stock

$BTCTSLACORNMSTRNVDAGLDHOODGOOGGOOGLIBITData from <a href="https://swaggystocks.com/dashboard/wallstreetbets/ticker-sentiment " title="https://swaggystocks.com/dashboard/wallstreetbets/ticker-sentiment ">https://swaggystocks.com/dashboard/wallstreetbets/ticker-sentiment </a>
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<li>$BTC</li>
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<li>CORN</li>
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<li>NVDA</li>
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Nokia (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOK#NYSE">NOK</a>) has added three mobile technology tools to Alphabet (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) Google Cloud Marketplace, making it easier for developers worldwide to use them when building apps.
These tools, Quality of Service on Demand, Number Verification, and Device Location Verification, help apps run better and more securely <a target="_blank" href="https://www.nokia.com/newsroom/nokia-network-apis-now-available-on-google-cloud-marketplace-making-it-even-easier-for-developers-to-utilize/" rel="noreferrer noopener">on mobile networks</a>.
By putting these tools on Google Cloud, Nokia gives developers a simple way to access advanced mobile features without needing deep technical knowledge of how networks work. Developers can now more efficiently build apps that work across multiple mobile networks.
Also Read: <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">Google Cloud Hires Former Oracle CFO As AI Race Heats Up</a>
These tools are part of Nokia&#8217;s effort to make mobile networks more open and usable for app creators. They follow global standards so that apps using them can work smoothly in different countries. Nokia plans to bring even more of these tools to Google Cloud.
Global cloud infrastructure spending hit $90.9 billion in the first quarter of 2025, rising 21% year-over-year as enterprises ramped up cloud migration to support AI deployment, <a target="_blank" href="https://canalys.com/newsroom/global-cloud-q1-2025" rel="noreferrer noopener">per</a> Canalys. Amazon.com (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) Amazon Web Services (AWS), Microsoft (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) Azure, and Google Cloud held their lead, commanding 65% of global market share and growing a combined 24% from the prior year.
Microsoft Azure and Google Cloud saw growth above 30%, while AWS&#8217;s growth slowed to 17%, down from 19% in the fourth quarter, due to supply constraints that limited its ability to meet soaring AI demand. Leading cloud providers invest in AI infrastructure to stay competitive and reduce AI costs, primarily proprietary chips that improve efficiency and scale inference workloads.
Generative AI remains a key driver, pushing businesses to accelerate cloud adoption and migrate more workloads off legacy systems. In 2025, cloud and AI infrastructure will cement the market&#8217;s core growth themes.
Price Action: GOOGL stock is trading lower by 0.51% to $179.28 premarket at last check Monday.
Read Next:
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<li><a href="https://www.benzinga.com/markets/tech/25/06/46090025/verizon-teams-up-with-nokia-to-bring-high-tech-5g-boost-to-busy-british-ports" target="_blank" rel="noreferrer noopener">Verizon Teams Up With Nokia To Bring High-Tech 5G Boost To Busy British Ports</a></li>
</ul>
Photo via Shutterstock

Nokia Adds New Developer Tools On Google Cloud Marketplace

<a target="_blank" href="https://www.benzinga.com/topic/tsmc" rel="noreferrer noopener">Taiwanese contract chipmaker</a> Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) announced on Friday that Vanessa Lee, its head of materials management, has resigned for personal reasons. The company confirmed <a target="_blank" href="https://www.taipeitimes.com/News/biz/archives/2025/07/12/2003840144" rel="noreferrer noopener">to</a> the Taipei Times that the leadership change takes effect on Sunday.
Cliff Hou, Taiwan Semiconductor&#8217;s senior vice president and deputy co-COO, will immediately take over the materials management division, which has already been under his supervision.
Lee, who joined Taiwan Semiconductor in 2022, rose quickly, becoming vice president in August 2023. She developed systems to forecast supplier demand and monitor supply chain performance. Taiwan Semiconductor credited her with helping the company navigate supply chain disruptions during the 2020 pandemic.
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46219423/taiwan-semiconductor-outperforming-the-market-shows-moatbut-it-comes-with-risk" rel="noreferrer noopener">Taiwan Semiconductor Outperforming The Market Shows Moat, But It Comes With Risk</a>
Before joining Taiwan Semiconductor, Lee held senior supply chain roles at Alphabet (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) Google, Apple (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), and Qualcomm (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>), gaining over a decade of experience in global sourcing and procurement.
Taiwan Semiconductor stock surged almost 17% year-to-date, topping the PHLX Semiconductor Index&#8217;s over 14% (whose components include Nvidia (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/nvda#NASDAQ">NVDA</a>) and Taiwan Semiconductor. The company reported <a href="https://www.benzinga.com/markets/tech/25/07/46338109/tsmc-reports-solid-half-year-revenue-june-sees-monthly-decline" target="_blank" rel="noreferrer noopener">second-quarter 2025</a> revenue of 933.79 billion New Taiwan dollars (about $31.9 billion), up from 839.25 billion ($25.5 billion) New Taiwan dollars in the first quarter. This marks a 38.6% year-over-year increase, surpassing the company&#8217;s guidance of $28.4 billion to $29.2 billion issued in April.
Bloomberg analyst Charles Shum credited the strong results to surging AI-related demand from chipmakers like Nvidia and growing outsourcing orders from Intel (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>). He noted that this momentum is helping offset weakness in the mobile and consumer electronics sectors, keeping Taiwan Semiconductor on track to achieve its 25% annual sales-growth target in U.S. dollars.
Shum added that operating margins may land near the lower end of guidance, around 47%, due to a weaker U.S. dollar.
Meanwhile, Taiwan Semiconductor is accelerating its U.S. expansion plans, reportedly shifting focus to American operations amid potential chip import tariffs from Washington.
Price Action:&nbsp;TSM stock is trading lower by 0.10% to $230.17 premarket at last check Monday.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/tech/25/07/46295574/nvidia-outpaces-market-with-ai-powered-growth" target="_blank" rel="noreferrer noopener">Nvidia Outpaces Market With AI-Powered Growth, Nears Record Highs</a></li>
</ul>
Photo via Shutterstock

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Autohome Inc. American Depositary Shares, each representing four class A ordinary shares.

Autohome

Baidu, Inc. - American Depositary Shares, each representing 8 ordinary share

Baidu

Bilibili Inc. - American Depositary Shares

Bilibili

KANZHUN LIMITED - American Depository Shares

Kanzhun

CarGurus

Trump Media & Technology Group Corp. - Common Stock

Trump Media & Tech Gr

Trump Media & Technology Group Corp. - Warrants

Grindr

ZoomInfo Technologies Inc. - Common Stock

ZoomInfo Technologies

JOYY

Hello Group Inc. - American Depositary Shares

Hello Gr

Match Group

Pinterest

Reddit

Rumble

Snap

Taboola.com

Tripadvisor

Weibo Corporation - American Depositary Shares

Weibo

WEBTOON Entertainment Inc. - Common stock

Webtoon Entertainment

Yelp

Ziff Davis

BMO Capital

Roth Capital

Wells Fargo

Truist Securities

JMP Securities

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Commodities

ETFs

URNJ

URNM

Uranium&#39;s Resurgence: Structural Shifts And Federal Initiative Are Powering A Long-Term Energy Narrative

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COPJ

COPP

NIKL

SETM

How To Gain Exposure To The Critical Materials Powering Artificial Intelligence And Meeting Growing Energy Demands Through Sprott ETFs

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Coverage of Bitcoin, Etherum, Ripple and all the latest digital currencies.

Cryptocurrency

Markets

The Benefits Of Increasing Your Portfolio Diversification With Crypto

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Emerging Markets

Crossroads Summit In Miami To Help Leaders Cut Through Chaos Amid Geopolitical Conflict And Tech Disruption

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Automated Trading On The Rise As Companies Push Workers Back To The Office

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Alphabet

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Dernières nouvelles pour Alphabet (NASDAQ:GOOGL) Stock

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