L'intérêt à découvert pour Alphabet donne aux investisseurs une idée du degré auquel les investisseurs parient sur la baisse de l'action de Alphabet. Les données sur l'intérêt à découvert sont mises à jour toutes les deux semaines.

Alphabet (NASDAQ:GOOGL) Stock, Rapport sur les intérêts à découvert

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

President Donald Trump's sweeping new trade tariffs sent shockwaves through global markets on Thursday, triggering a massive sell-off that echoed the COVID-19 pandemic-era routs, as investor risk <a href="https://www.benzinga.com/markets">appetite vanished in a flash.</a>
Wall Street saw a staggering $2 trillion in market cap erased, with the U.S.&#8217;s biggest 10 companies shedding $1 trillion alone.
Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) plunged 8.7%, staring down its worst day since March 2020 and wiping out nearly $300 billion in value. NVIDIA Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) tumbled 6.4%, losing $171.9 billion, while Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) dropped 8%, on pace for a $166 billion hit.
<figure class="wp-block-table is-style-stripes"> 
<table>
<thead>
<tr>
<th>Company</th>
<th>% Daily Change</th>
<th>Market Cap Loss ($B)</th>
</tr>
</thead>
<tbody>
<tr>
<td>Apple</td>
<td>-8.74%</td>
<td>-293.95</td>
</tr>
<tr>
<td>NVIDIA</td>
<td>-6.38%</td>
<td>-171.89</td>
</tr>
<tr>
<td>Amazon</td>
<td>-8.03%</td>
<td>-166.80</td>
</tr>
<tr>
<td>Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>)</td>
<td>-6.64%</td>
<td>-98.24</td>
</tr>
<tr>
<td>Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>)</td>
<td>-3.26%</td>
<td>-62.74</td>
</tr>
<tr>
<td>Broadcom Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>)</td>
<td>-7.63%</td>
<td>-61.74</td>
</tr>
<tr>
<td>Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>)</td>
<td>-2.04%</td>
<td>-57.96</td>
</tr>
<tr>
<td>Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>)</td>
<td>-5.80%</td>
<td>-52.76</td>
</tr>
<tr>
<td>JPMorgan Chase &amp; Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JPM#NYSE">JPM</a>)</td>
<td>-6.69%</td>
<td>-45.99</td>
</tr>
<tr>
<td>Bank of America Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAC#NYSE">BAC</a>)</td>
<td>-9.93%</td>
<td>-31.60</td>
</tr>
</tbody>
<tfoot>
<tr>
<td>Total</td>
<td></td>
<td>-1043.67</td>
</tr>
</tfoot>
</table>
</figure>
The S&amp;P 500 fell nearly 4%, poised for its worst session since September 2022, and sank to a seven-month low. Small caps took the brunt of the sell-off, with the Russell 2000 plunging over 5% and officially entering a bear market, now down more than 20% from its 2024 peak.
Fears of retaliatory action from key U.S. trading partners dragged every major sector into the red, except for defensive plays like consumer staples and utilities.
Consumer discretionary stocks were slammed. Apparel names posted double-digit losses: Ralph Lauren Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RL#NYSE">RL</a>), Nike Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NKE#NYSE">NKE</a>), Lululemon Athletica Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LULU#NASDAQ">LULU</a>) and Garmin Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GRMN#NYSE">GRMN</a>) each dropped between 10% and 16%.
Cruise lines were also hit hard: Norwegian Cruise Holdings Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NCLH#NYSE">NCLH</a>) sank 13%, Carnival Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CCL#NYSE">CCL</a>) fell 10%, and Royal Caribbean Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RCL#NYSE">RCL</a>) slid 9%.
Bond markets saw a mild flight to safety. Treasury yields edged lower, yet the U.S. dollar weakened 1.6%, with the DXY index heading for its worst day since November 2022.
Commodities weren't spared. Oil prices nosedived on fears of a global slowdown, worsened by OPEC+'s surprise move to raise output. West Texas Intermediate crude plunged 7.5%, slipping below $70 per barrel.
Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) showed relative resilience in the carnage, dipping just 1% and holding above $81,600.
<h1 class="wp-block-heading">Thursday&#8217;s Performance in Major U.S. Indices, ETFs</h1>
<figure class="wp-block-table is-style-stripes"> 
<table>
<tbody>
<tr>
<td>Major Indices</td>
<td>Price</td>
<td>1-day %chg</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>40,908.76</td>
<td>-3.1 %</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>5,449.64</td>
<td>-3.9%</td>
</tr>
<tr>
<td>Nasdaq 100</td>
<td>18,751.99</td>
<td>-4.2%</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>1,929.91</td>
<td>-5.6%</td>
</tr>
</tbody>
</table>
<figcaption class="wp-element-caption">Updated at 12:00 p.m. ET</figcaption></figure>
According to&nbsp;<a href="https://www.benzinga.com/pro/?utm_source=BZprocontent&amp;t=be2bearmibe3na1">Benzinga Pro</a>&nbsp;data:
<ul>
<li>The&nbsp;SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) fell 3.6% to $544.20.</li>
<li>The&nbsp;SPDR Dow Jones Industrial Average&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIA#NYSE">DIA</a>) tumbled 3% to $409.26.</li>
<li>The tech-heavy&nbsp;Invesco QQQ Trust Series&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>)&nbsp;plummeted 4.2% to $456.21.</li>
<li>The&nbsp;iShares Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>) nosedived 5.4% to 191.63.</li>
<li>The&nbsp;Consumer Staples&nbsp;Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLP#NYSE">XLP</a>) outperformed, up 1.2%; the&nbsp;Technology&nbsp;Select Sector SPDR Fund&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLK#NYSE">XLK</a>) tanked, down 5.6%.</li>
</ul>
<h1 class="wp-block-heading">Other Major Stock, ETFs Moves To Know</h1>
<ul>
<li>Lamb Weston Holdings Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LW#NYSE">LW</a>) up 7.8%</li>
<li>Five Below Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FIVE#NASDAQ">FIVE</a>) down 26%,</li>
<li>Molina Healthcare Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MOH#NYSE">MOH</a>), up 7.8%</li>
<li>Kohls Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KSS#NYSE">KSS</a>) down 25%</li>
<li>VanEck Vietnam ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VNM#NYSE">VNM</a>) down 10.2%</li>
<li>iShares MSCI Mexico ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EWW#NYSE">EWW</a>) up 4.7%, </li>
<li>iShares MSCI Taiwan ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EWT#NYSE">EWT</a>) down 4%. </li>
</ul>
Read Now: 
<ul>
<li><a href="https://www.benzinga.com/government/regulations/25/04/44629640/us-services-sector-slows-sharply-as-hiring-drops-tariff-pressures-mount">US Services Sector Slows Sharply As Hiring Drops, Tariff Pressures Mount</a></li>
</ul>
Photo: Shutterstock

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

Cryptocurrency

Equities

Government

Macro Economic Events

Regulations

Sector ETFs

Broad U.S. Equity ETFs

Emerging Markets

Emerging Market ETFs

Commodities

Econ #s

Economics

Tech

ETFs

$BTC

AAPL

AMZN

AVGO

SPDR Dow Jones Industrial Average ETF Trust

FIVE

GOOGL

GRMN

LULU

MSFT

NCLH

NVDA

TSLA

Select Sector SPDR-Consumer Discretionary

Wall Street Wipes Out $2 Trillion, Apple Eyes Worst Day Since COVID-19 Pandemic, Oil Plummets: What's Driving Markets Thursday?

DATS, LMFA, TDTH, IVDAAAPL, AKAM, AMD, APPS, ARM, ARQQ, ASML, ATGL, CDNS, CMBM, CMTL, COHR, CSAI, DATS, DELL, DGNX, DT, ENPH, ENTG, FICO, FSLY, GDDY, GEN, GFS, GOOG, GOOGL, GWRE, INTC, INTZ, IVDA, JKS, KC, LAES, LDTC,
DATS, LMFA, TDTH, IVDA AAPL, AKAM, AMD, APPS, ARM, ARQQ, ASML, ATGL, CDNS, CMBM, CMTL, COHR, CSAI, DATS, DELL, DGNX, DT, ENPH, ENTG, FICO, FSLY, GDDY, GEN, GFS, GOOG, GOOGL, GWRE, INTC, INTZ, IVDA, JKS, KC, LAES, LDTC, LITE, LMFA, MASS, MAXN, MDB, MFH, MPWR, MRVL, MSAI, MSFT, MU, NTNX, NVDA, OKTA, OLED, OUST, PCOR, PENG, PLTR, PRSO, QCOM, QMCO, RDZN, RTC, SAIL, SEDG, SHOP, SMH, SMTK, SNCR, SNOW, SNPS, SOXX, STAI, STX, TDTH, TER, TTAN, U, UBXG, XLK, XTKG, YOU, ZETA, ZS

WIIM

AKAM

APPS

ARQQ

ASML

CDNS

CMBM

CMTL

COHR

CSAI

DELL

ENPH

ENTG

FICO

FSLY

GDDY

GOOG

GWRE

INTZ

LAES

LDTC

LITE

MASS

Maxeon Solar Technologies, Ltd. - Ordinary Shares

MAXN

MPWR

MRVL

Infrared Cameras Holdings, Inc. - Common Stock

MSAI

NTNX

OKTA

OLED

OUST

PCOR

Penguin Solutions, Inc. - Ordinary Shares

PENG

PLTR

PRSO

QCOC

QMCO

RDZN

SAIL

SEDG

SHOP

SMTK

SNCR

SNOW

SNPS

iShares PHLX SOX Semiconductor Sector Index Fund

SOXX

STAI

TTAN

XTKG

ZETA

Shares of companies within the broader technology sector are trading lower as markets react to President Trump's announcement of sweeping tariffs.

Papa John&#8217;s International Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PZZA#NASDAQ">PZZA</a>) and Alphabet Inc&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) Google Cloud have entered a expanded multi-year partnership.
What Happened: The pizza chain will migrate to a Google Cloud-based point-of-sale (POS) system, enabling intelligent dispatching, route optimization, and automation of key restaurant processes. 
By integrating artificial intelligence, the franchise hopes to streamline food orders, enhance customer engagement, and optimize delivery logistics.
Papa Johns has also introduced PJX, a specialized team that utilizes Google Cloud's AI, data analysis, and machine learning (ML) technologies.
The company anticipates that these advancements will lead to more frequent orders, higher spending per purchase, and reduced customer service expenses.
Also Read: <a href="https://www.benzinga.com/25/04/44624263/netflix-expands-language-options-for-tv-viewers">Netflix Rolls Out Enhanced Subtitle &amp; Dubbing Options On TV</a>
&#8220;Our partnership with Google Cloud will enable us to take personalization to the next level,&#8221; President and CEO Todd Penegor.
One of PJX's key focuses is using AI to anticipate customer needs. By leveraging Google BigQuery, Vertex AI, and Gemini, the system will suggest orders through push notifications and emails based on user preferences and upcoming events such as birthdays or sports games.
Google's generative AI is expected to improve Papa Johns&#8217; loyalty program via customized discounts, special promotions, and targeted advertisements aligned with individual preferences and previous purchasing history.
Additionally, Papa Johns will implement an AI-powered chatbot to handle routine inquiries while transferring complex issues to live agents. The integration of voice AI for ordering will further streamline interactions. 
Price Action: PZZA shares traded lower by 0.98% at $41.46 at last check Thursday.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/news/25/04/44605217/phoenix-motor-and-inductev-power-up-ev-fleets-with-wireless-charging-tech">Phoenix Motor And InductEV Power Up EV Fleets With Wireless Charging Tech</a></li>
</ul>
Image: Shutterstock

News

General

PZZA

AI-Powered Pizza? Papa Johns Taps Google Cloud For Smarter Orders

Qualcomm Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>) on Tuesday <a href="https://www.benzinga.com/topic/mergers-and-acquisitions" target="_blank" rel="noreferrer noopener">announced the acquisition</a> of MovianAI Artificial Intelligence (AI) Application and Research JSC. 

MovianAI is the former generative AI division of VinAI Application and Research JSC and is a part of the Vingroup ecosystem.
The financial terms of the acquisition were not <a href="https://www.qualcomm.com/news/releases/2025/04/qualcomm-expands-generative-ai-capabilities-with-acquisition-of-" target="_blank" rel="noreferrer noopener">undisclosed</a>.
VinAI is known for its generative AI, machine learning, computer vision, and natural language processing expertise.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/03/44497080/qualcomm-accuses-arm-of-antitrust-violations-across-us-eu-and-korea-over-chip-access" rel="noreferrer noopener">Qualcomm Accuses Arm Of Antitrust Violations Across US, EU, And Korea Over Chip Access</a>
Combining VinAI&#8217;s advanced generative AI research and development capabilities with Qualcomm&#8217;s R&amp;D is expected to expand its ability to drive inventions.
Qualcomm has been working closely with the Vietnamese technology ecosystem for more than two decades to create and deliver innovative solutions.
Qualcomm&#8217;s innovations in 5G, AI, IoT, and automotive have helped fuel the growth and success of Vietnam&#8217;s information and communication technology industry and assisted Vietnamese companies in entering the global marketplace.
VinAI CEO Dr. Hung previously worked for Alphabet Inc.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) Google DeepMind.
In March, Qualcomm <a href="https://www.qualcomm.com/news/releases/2025/03/qualcomm-to-bolster-ai-and-iot-capabilities-with-edge-impulse-ac" target="_blank" rel="noreferrer noopener">agreed to acquire</a> EdgeImpulse Inc to enhance its offering for developers and expand its leadership in AI capabilities, powering AI-enabled products and services across IoT. The financial terms of the deal were not undisclosed.
Price Action: At the last check on Thursday, QCOM stock was down 4.90% to $146.78.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/25/04/44626729/acuity-brands-q2-earnings-tops-eps-estimates-intelligent-spaces-sales-surge-over-150-grows-margins-and-ebitda-despite-cash-flow-decline-and-sales-miss" target="_blank" rel="noreferrer noopener">Acuity Brands Q2 Earnings: Tops EPS Estimates, Intelligent Spaces Sales Surge Over 150%, Grows Margins, EBITDA Despite Cash Flow Decline And Sales Miss</a></li>
</ul>
Photo: Shutterstock/Bandersnatch

QCOM

Qualcomm Expands AI Ambitions With Acquisition of VinAI's Generative AI Division

<ul>
<li>TSLA</li>
<li>NVDA</li>
<li>GLD</li>
<li>AAPL</li>
<li>MCD</li>
<li>QQQ</li>
<li>GOOGL</li>
<li>ASIA</li>
<li>AMZN</li>
<li>MAGA</li>
</ul>
<a href="https://swaggystocks.com/dashboard/wallstreetbets/ticker-sentiment">https://swaggystocks.com/dashboard/wallstreetbets/ticker-sentiment</a>
&nbsp;

Trading Ideas

ASIA

MAGA

Top 10 Trending Stocks On WallStreetBets As Of April 3, 2025 (Via Swaggy Stocks)

On CNBC's &#8220;<a href="https://www.cnbc.com/halftime/" target="_blank" rel="noopener">Halftime Report Final Trades</a>,&#8221; Rob Sechan of NewEdge Wealth said Gilead Sciences, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GILD#NASDAQ">GILD</a>) is one of the best-performing names in one of the best-performing sectors this year, still having a reasonable <a href="https://www.benzinga.com/quote/GILD/analyst-ratings" target="_blank" rel="noopener">valuation of 14 times.</a>
Supporting his view, JP Morgan analyst Chris Schott, on March 27, maintained Gilead Sciences with an Overweight rating and raised the price target from $120 to $130.
Bill Baruch of Blue Line Capital said Amazon.com, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) is ready to rally, with or without TikTok here. It had really good volume on its up days, he added.
Amazon.com has made a surprise, last-minute bid to acquire TikTok in its entirety, just days before the popular video app faces a U.S. ban if it does not sever ties with its Chinese parent company, The New York Times reported.
Don't forget to check out our <a href="https://www.benzinga.com/premarket/">premarket coverage here</a>
Stephen Weiss of Short Hills Capital Partners named 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>).
WestPark Capital analyst Curtis Shauger initiated coverage on Alphabet on Tuesday with a Buy rating and a price target of $210.
Joseph M. Terranova of Virtus Investment Partners picked KLA Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KLAC#NASDAQ">KLAC</a>) as his final trade.
Adding support to his choice, Morgan Stanley analyst Shane Brett, on Monday, upgraded KLA from Equal-Weight to Overweight and raised the price target from $748 to $870.
Price Action:
<ul>
<li>Gilead Sciences gained 0.6% to close at $111.89 on Wednesday.</li>
<li>Amazon shares rose 2% to close at $196.01 during Wednesday's session.</li>
<li>KLA shares gained 0.6% to settle at $686.19 on Wednesday.</li>
<li>Alphabet shares slipped 0.01% to settle at $158.86 on Wednesday.</li>
</ul>
Check This Out: 
<ul>
<li><a href="https://www.benzinga.com/25/04/44604078/wall-streets-most-accurate-analysts-give-their-take-on-3-defensive-stocks-with-over-6-dividend-yields">Wall Street&#8217;s Most Accurate Analysts Give Their Take On 3 Defensive Stocks With Over 6% Dividend Yields</a></li>
</ul>
Photo: Shutterstock

Markets

Media

GILD

KLAC

Amazon, Alphabet, KLA And A Health Care Stock On CNBC's 'Final Trades'

The AI revolution isn&#8217;t just about chips—it&#8217;s about the high-speed highways that move data between them. According to JPMorgan analyst Harlan Sur, Broadcom Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>) and Marvell Technology Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) are at the center of this networking build-out, making them prime beneficiaries of <a href="https://www.benzinga.com/topic/artificial-intelligence">the AI boom</a>.
<h2 class="wp-block-heading">Networking Demand Surges with AI Compute</h2>
Sur highlights that the rapid expansion of accelerated computing &#8211; powered by Nvidia Corp&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) Blackwell GPUs, Alphabet Inc&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) Google&#8217;s TPUv6, and Amazon.com Inc's (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) Trainium 2 &#8211; is fueling an insatiable need for faster networking. As hyperscalers scale out their data centers, demand for 800G and next-gen 1.6T networking solutions is set to soar through 2025 and beyond.
At the OFC Networking Conference this week, Broadcom showcased its dominance in high-performance switching, with its Tomahawk 5 and Jericho 3 chipsets seeing strong demand. The company is also gearing up for the launch of its 3nm Tomahawk 6 later this year, further strengthening its AI networking footprint.
Read Also: <a href="https://www.benzinga.com/trading-ideas/technicals/25/04/44588724/intel-make-or-break-moment-can-new-ceo-lip-bu-tan-turn-it-around">Intel Faces Make-Or-Break Moment: Can New CEO Lip-Bu Tan Turn It Around?</a>
<h2 class="wp-block-heading">Marvell: The King Of PAM4 DSPs</h2>
Marvell continues to dominate the PAM4 DSP market, commanding over 70% market share and generating more than $1.5 billion in revenue from this segment in 2024. 
The company is leading the charge in next-gen 1.6T AEC and silicon photonics (SiPho) solutions, positioning itself to capitalize on both scale-out and scale-up networking demand. With strong AI-ASIC ramps in the pipeline, Marvell's data center business looks set for solid Q/Q growth through the rest of the year, the analyst said.
<h2 class="wp-block-heading">Broadcom: The Networking Powerhouse</h2>
Broadcom, meanwhile, is flexing its dominance in high-performance networking. Its Tomahawk 5 switch (51.2Tbps throughput) is already in high-volume production, and the next-gen Tomahawk 6 (102Tbps) is expected to drop later this year. AI-related networking revenue is up over 60%, and Broadcom's deep lineup of scale-out and scale-up solutions—ranging from PCIe Gen5 connectivity to co-packaged optics—keeps it ahead of the pack, according to Sur.
<h2 class="wp-block-heading">Actionable ETFs for Investors</h2>
For those looking to gain exposure to this AI-driven networking surge, iShares Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOXX#NASDAQ">SOXX</a>) and VanEck Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMH#NASDAQ">SMH</a>) both hold significant positions in Broadcom and Marvell, making them prime ways to ride this wave.
With hyperscalers racing to upgrade their AI infrastructure, Broadcom and Marvell are sitting in the sweet spot. 
With demand for ultra-high-speed networking solutions on the rise, these two semiconductor leaders appear well-positioned for further growth.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/03/44539735/nvidia-stock-an-attractive-opportunity-analyst-says-valuation-cheap-despite-china-restrictions">Nvidia Stock &#8216;An Attractive Opportunity,&#8217; Analyst Says Valuation Cheap Despite China Restrictions</a></li>
</ul>
Photo: asharkyu/Shutterstock.com

Analyst Color

Long Ideas

Analyst Ratings

JPMorgan Says Broadcom, Marvell Could Dominate AI's Next Frontier — Here's Why

Alibaba Group Holding (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>)&nbsp;plans to release Qwen 3, an upgraded version of its flagship <a target="_blank" href="https://www.benzinga.com/topic/alibaba" rel="noreferrer noopener">AI model, by April</a>.
China&#8217;s tech leaders have flooded the market with affordable AI services since a domestic AI startup, DeepSeek,&nbsp;showcased a robust model that it said cost just several million dollars to build, Bloomberg <a target="_blank" href="https://www.bloomberg.com/news/articles/2025-04-01/alibaba-preparing-for-flagship-ai-model-release-as-soon-as-april?sref=TBDibEcD" rel="noreferrer noopener">reports</a>.&nbsp;&nbsp;
OpenAI, 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>) Google and Anthropic have similarly released new models.
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/asia/25/03/44561764/alibabas-march-expo-sparks-27-jump-in-us-small-business-orders" rel="noreferrer noopener">Alibaba&#8217;s March Expo Sparks 27% Jump In US Small Business Orders</a>
The wave of new Asian models is questioning the sustainability of the high-end U.S. offerings from &nbsp;OpenAI,&nbsp;Google, and&nbsp;Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>).
Last week, Alibaba launched a new model in its Qwen 2.5 series that can process text, pictures, audio, and video and run directly on mobile phones and laptops. It showcased a new version of the AI assistant Quark app in March.
After grappling with <a target="_blank" href="https://www.benzinga.com/25/03/44536478/alibabas-ai-driven-rally-signals-china-techs-revival-report" rel="noreferrer noopener">domestic regulatory crackdowns</a>, leadership reshuffles, and collapsing market confidence, Alibaba stock noted a turnaround. A rallying call from co-founder Jack Ma in late 2023 helped ignite a turnaround that has pushed the company&#8217;s U.S.-listed shares up 56% year-to-date, adding more than $100 billion to its valuation.
Under the leadership of Eddie Wu and Joe Tsai, the company has since leaned into artificial intelligence.
The return of Alibaba co-founder Jack Ma to public view, particularly during a meeting with President Xi Jinping in February, signaled improved relations between Alibaba and China&#8217;s leadership.
Dan Ives&nbsp;of Wedbush Securities called Alibaba the &#8220;best way to play China tech,&#8221; citing its strong positioning in AI and cloud.
Price Action: BABA stock is down 3.15% at $125.70 premarket at last check Wednesday.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/trading-ideas/movers/25/04/44582215/chinas-xpeng-clocks-record-q1-ev-sales-deliveries-surge-3-6x" target="_blank" rel="noreferrer noopener">China&#8217;s XPeng Clocks Record Q1 EV Sales, Deliveries Surge 3.6X</a></li>
</ul>
Photo by jackpress via Shutterstock

Asia

Movers

BABA

Alibaba Steps Up AI Game With Qwen 3, Challenging DeepSeek's Low-Cost AI Success

Mozilla is expanding its Thunderbird email client into a full-fledged communications platform, launching Thundermail and Thunderbird Pro to compete directly with Gmail by 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 Microsoft Corp.'s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) subscription service, Microsoft 365.
What Happened: On Wednesday, Mozilla announced the overhaul of Thunderbird Pro, which includes Thunderbird Appointment, a scheduling tool for sharing calendar links; Thunderbird Send, a revival of the discontinued Firefox Send; and Thunderbird Assist, an AI-powered writing assistant developed with Flower AI.
Unlike traditional services, Thunderbird Pro underscores local AI processing to ensure privacy.&nbsp;
See Also:<a href="https://www.benzinga.com/news/24/10/41157583/gmail-introduces-dynamic-summary-cards-for-easier-tracking-of-purchases-events-and-more"> Gmail Introduces Dynamic Summary Cards For Easier Tracking Of Purchases, Events, And More</a>
The company is also launching Thundermail, which will use the open-source Stalwart stack and allow users to choose between thundermail.com and tb.pro domains for email hosting.
&#8220;Heading to thundermail.com, you will see a signup page for the beta waitlist. Please add your name to it,&#8221; said Ryan Sipes, Managing Director, Product Thunderbird.
Will It Be Free? No. Initially, Mozilla will charge for these services, especially features like Thunderbird Send (since storage is expensive). The service will be available for free to select contributors. However, once they have a stable user base, the company plans to introduce free tiers with limitations (e.g., reduced storage).
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 Matters: Thunderbird has been losing users over time—its active monthly installs have dropped from 17.7 million in 2020 to 16.2 million in 2025.
By adding Thundermail and new paid features, Mozilla hopes to build a sustainable business model and attract users who value privacy, transparency, and open-source software.
&#8220;Thunderbird loses users each day to rich ecosystems that are both clients and services, such as Gmail and Office365,&#8221; stated Sipes, adding, &#8220;It is our goal to eventually have a similar offering so that a 100% open source, freedom-respecting alternative ecosystem is available for those who want it.&#8221;
Check out more of Benzinga's Consumer Tech coverage by&nbsp;<a href="https://www.benzinga.com/topic/consumer-tech" target="_blank" rel="noreferrer noopener">following this link</a>.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/tech/25/04/44621978/vinod-khosla-was-an-early-investor-in-openai-but-hes-no-fan-of-founder-friendly-venture-capitalism-i-hate-the-culture">Vinod Khosla Was An Early Investor In OpenAI But He&#8217;s No Fan Of Founder-Friendly Venture Capitalism: &#8216;I Hate The Culture&#8217;</a></li>
</ul>
Disclaimer: This content was partially produced with the help of&nbsp;<a href="https://www.benzinga.com/author/benzinga-neuro" target="_blank" rel="noreferrer noopener">Benzinga Neuro</a>&nbsp;and was reviewed and published by Benzinga editors.
Photo courtesy: Shutterstock

Mozilla's Thunderbird Evolves With Thundermail And Pro Features To Compete With Gmail, Microsoft 365 In The Email Wars

Alphabet Inc.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) Google is looking to increase its AI and computing resources to support its growing range of applications.
With Nvidia Corp.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) latest generation Blackwell GPUs seeing massive order backlogs and wait times as high as 12 months, the company is resorting to other solutions to overcome this bottleneck.
See More: <a href="https://www.benzinga.com/news/ipos/25/03/44520808/nvidia-backed-coreweave-ipo-5-things-investors-need-to-know-before-buying-shares">Nvidia-Backed CoreWeave IPO: 5 Things Investors Need To Know Before Buying Shares</a>
What Happened: According to reports <a href="https://www.theinformation.com/articles/google-advanced-talks-rent-nvidia-ai-servers-coreweave">from</a> The Information, Google is in talks with the recently listed CoreWeave Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>) to rent the latter&#8217;s Nvidia servers, which are equipped with the latest generation Blackwell chips.
Additionally, the search giant might also rent space in CoreWeave&#8217;s data centers to install its own Tensor Processing Unit (TPU) chips, which were <a href="https://benzinga.com/analyst-ratings/analyst-color/25/02/43570410/broadcoms-trillion-dollar-run-analyst-expects-asic-to-take-10-15-market-share-backed-by-ai-compute-demand">made in collaboration with Broadcom Inc.</a> (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>).
CoreWeave, which was listed on the Nasdaq late last week, is up 53% from its offer price of $40, owing to its multi-billion dollar deals with several heavy-hitters in the AI space. Currently, Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) accounts for 60% of the company&#8217;s $1.9 billion in annual revenue, but it is quickly diversifying.
In addition to its talks with Google, CoreWeave recently signed a 5-year deal with OpenAI worth $12 billion for its growing AI infrastructure needs. 
Why It Matters: Whether it is Google, Nvidia&#8217;s backlogs, or <a href="https://www.benzinga.com/markets/equities/25/04/44601565/coreweave-surges-42-in-post-ipo-rally-as-nvidia-backed-ai-firm-recovers-from-weak-debut">CoreWeave&#8217;s rally</a>, they all point to the same thing &#8211; the unrelenting demand for AI computing, which is only set to grow by leaps and bounds.
While Google and Nvidia are both down 17% and 20% year-to-date, owing to high valuations and turmoil surrounding tariffs, Nvidia CEO Jensen Huang did not hesitate when saying that reasoning models will require at least 100 times more computing power than the current generation models that power the likes of ChatGPT.
In other words, we&#8217;ve barely scratched the surface in terms of AI infrastructure demand, with plenty more growth to be had across all these stocks.
<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 loading="lazy" decoding="async" width="688" height="232" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/03045206/Screenshot-2025-04-03-at-2.18.44-PM.png" alt="" class="wp-image-854848" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/03045206/Screenshot-2025-04-03-at-2.18.44-PM.png 688w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/03045206/Screenshot-2025-04-03-at-2.18.44-PM-300x101.png 300w" sizes="(max-width: 688px) 100vw, 688px" /></a></figure>
Following a weak debut, Coreweave started rallying this week, and according to Benzinga&#8217;s Edge Stock Rankings, it is set to see strong price trends in the short, medium, and long terms. Click <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">here</a> for more such insights. 
Read More:
<ul>
<li><a href="https://www.benzinga.com/25/03/44140237/coreweave-acquires-weights-biases-to-enhance-ai-development">Nvidia Backed CoreWeave Acquires AI Developer Platform Weights &amp; Biases</a></li>
</ul>
Photo courtesy: Shutterstock

CRWV

Google In Talks To Rent Nvidia's Blackwell Chips From CoreWeave: Report

Sundar Pichai, the CEO of Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>), may lead one of the world's most valuable companies, but despite his success, he once revealed that his father still wishes he had completed his PhD.
What Happened: In a 2016 conversation <a href="https://www.buzzfeednews.com/article/mathonan/searching-for-google-ceo-sundar-pichai-the-most-powerful-tec#.teGzOOopm">with</a> Buzzfeed, Pichai revealed his father's regret that the Google CEO did not pursue a PhD.&nbsp;
"I think if you talked to my dad, he's probably still regretting that I didn't complete my PhD. He had to leave college after his undergrad. He wanted to learn more, but because of financial reasons, he couldn't do it. I think he always wanted me to continue on," Pichai said then.
Speaking at YouTube&#8217;s Dear Class of 2020 virtual ceremony, Pichai also shared that his father spent an entire year's salary on a plane ticket so he could pursue his studies at Stanford University.
See Also: <a href="https://in.benzinga.com/25/02/43487551/sundar-pichai-acknowledges-deepseeks-ai-advancementsbut-says-googles-gemini-still-leads-in-cost-performance-and-latency">Sundar Pichai Downplays DeepSeek Threat — Google&#8217;s Gemini Still Leads In Cost, Performance, And Latency</a>
"My father spent the equivalent of a year&#8217;s salary on my plane ticket to the U.S. so I could attend Stanford. It was my first time ever on a plane," he recalled. He credited his passion for technology and an open mind—alongside a bit of luck—for shaping his journey.&nbsp;
The Google CEO also shared insights into his humble beginnings.
" I grew up without much access to technology. We didn&#8217;t get our first telephone till I was ten. I didn&#8217;t have regular access to a computer until I came to America for graduate school. And, our television, when we finally got one, only had one channel," he said.
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.
<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="Sundar Pichai Commencement Speech &#x7C; Dear Class Of 2020" width="500" height="281" src="https://www.youtube.com/embed/gEDChDOM1_U?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>
Why It's Important: Born in 1972 to Regunatha Pichai, an electrical engineer, and Lakshmi, a stenographer, he spent his childhood in a modest two-room apartment in Chennai. He and his younger brother slept on the living-room floor, and the family often went without a television, a car, or even running water at times.
However, when Pichai was 12, his father brought home a rotary telephone, sparking his fascination with technology.
Pichai completed his undergraduate degree in metallurgy from the Indian Institute of Technology (IIT) Kharagpur in 1993, earning a silver medal. He pursued a master's degree in engineering at Stanford University and later an MBA at the Wharton School of the University of Pennsylvania.
Pichai's journey in tech began with roles at Applied Materials and McKinsey &amp; Company before he joined Google in 2004. His work at Google led to the development of key products like Google Chrome and the Google Toolbar. Over the years, Pichai rose through the ranks, ultimately being named CEO of Google and later Alphabet.
Pichai&#8217;s leadership at Alphabet, which is valued at $1.9 trillion today, has brought innovation in fields like artificial intelligence, voice recognition, and cloud computing.
As of early 2025, his net worth exceeds $1.3 billion, <a href="https://www.thestreet.com/personalities/sundar-pichai-net-worth">according</a> to The Street.
In 2023, as the CEO of both Alphabet and Google, Pichai reportedly had an annual salary of $2 million without any stock awards or incentive-based bonuses. His total compensation for the year was $8.8 million, with nearly $6.8 million allocated for his security.
The year 2022 saw one of Pichai's highest earnings at the company, with his total compensation reaching $226 million. This included his base salary along with stock awards, which came in the form of restricted stock units (GSUs) and performance-based restricted stock units (PSUs), the report noted.
Photo Courtesy: Rokas Tenys On Shutterstock.com
Check out more of Benzinga's Consumer Tech coverage by&nbsp;<a href="https://www.benzinga.com/topic/consumer-tech" target="_blank" rel="noreferrer noopener">following this link</a>.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/tech/25/01/43221770/apples-ipad-turns-15-today-heres-a-throwback-to-when-steve-jobs-explained-called-it-the-third-category-after-phones-and-notebooks" target="_blank" rel="noreferrer noopener">Apple&#8217;s iPad Turns 15 Today: Here&#8217;s A Throwback To When Steve Jobs Explained Called It The ‘Third Category&#8217; After Phones And Notebooks</a></li>
</ul>
Disclaimer:&nbsp;This content was partially produced with the help of&nbsp;<a href="https://www.benzinga.com/author/benzinga-neuro" target="_blank" rel="noreferrer noopener">Benzinga Neuro</a>&nbsp;and was reviewed and published by Benzinga editors.

Sundar Pichai Once Revealed He Lacked Access To Tech Growing Up But Still Ended Up Running Alphabet Thanks To An Open Mind And A 'Bit Of Luck,' Though His Dad Still Wishes He Had Completed His PhD

A sweeping new wave of tariffs unveiled by President Donald Trump on Wednesday triggered a sharp selloff during the after hours of trading as the scope and scale of the trade duties exceeded <a href="https://www.benzinga.com/25/04/44616760/donald-trump-sets-reciprocal-tariffs-on-key-trade-partners-in-historic-policy-shock">Wall Street's worst-case expectations.</a>
The president framed the move as a long-overdue correction to decades of trade imbalance, instituting what he called a "reciprocal tariff rate," set at 50% of what trading partners charge the United States, but also factoring in non-tariff barriers like currency manipulation, value-added taxes and outright import bans.
While Trump had telegraphed his intention to "rebalance" U.S. trade policy, the specific duty levels, some of which reached into the mid-30% range with key trading partners, jolted investors.
Under the new framework, China, which Trump said imposes tariffs as high as 67% on American goods, will now face reciprocal U.S. duties of approximately 37%. The European Union, which applies a 39% combined rate including VATs, will be subject to a 20% U.S. tariff. Japan, with an estimated 46% trade barrier, now faces a 24% duty on exports to the U.S.
Canada and Mexico, two major trading partners, were notably excluded from the tariff program — a move that suggests Trump may be preserving the U.S.-Mexico-Canada Agreement, at least for now.
The White House confirmed that new trade tariffs will take effect on April 9. 
<h3 class="wp-block-heading">Tariffs Spark After-Hours Chaos: Index Futures Dive</h3>
The market&#8217;s reaction was swift and brutal. By 5:10 p.m. ET, futures on the S&amp;P 500 dropped 2.5%, while Nasdaq 100 futures fell 3.3%. Dow Jones Industrial Average contracts lost 1.4% and the Russell 2000 futures collapsed by 4.7%. 
Losses were broad-based. Every major sector of the S&amp;P 500 was in the red, with Consumer Discretionary Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLY#NYSE">XLY</a>) and Technology Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLK#NYSE">XLK</a>) down about 3%.
As risk appetite evaporated, gold prices climbed. Futures on the yellow metal gained 1.1%, extending their year-to-date advance as investors sought shelter from escalating geopolitical and trade tensions.
<h3 class="wp-block-heading">Tech Megacaps Bear the Brunt</h3>
The Magnificent Seven stocks, the market's dominant tech names, are on track to lose a combined $685 billion.
Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) was the biggest laggard, down 6.6% and projected to erase $221.7 billion in market value.
 Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) lost 4.7%, a drop equivalent to $127.2 billion. Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) fell 5.1%, and Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) slid nearly 6%, as traders repositioned for a potentially more inflationary and protectionist economic environment.
Here's the breakdown of projected market cap losses with the tech elite group:
<figure class="wp-block-table is-style-stripes"> 
<table>
<thead>
<tr>
<th>Name</th>
<th>Market Cap ($B)</th>
<th>Post-Mkt % Chg</th>
<th>Projected Loss ($B)</th>
</tr>
</thead>
<tbody>
<tr>
<td>Apple Inc.</td>
<td>3364.8</td>
<td>-6.59%</td>
<td>-221.7</td>
</tr>
<tr>
<td>Microsoft Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>)</td>
<td>2842.7</td>
<td>-1.99%</td>
<td>-56.6</td>
</tr>
<tr>
<td>NVIDIA Corporation</td>
<td>2694.6</td>
<td>-4.72%</td>
<td>-127.2</td>
</tr>
<tr>
<td>Amazon.com, Inc. </td>
<td>2079.0</td>
<td>-5.06%</td>
<td>-105.2</td>
</tr>
<tr>
<td>Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>)</td>
<td>1923.7</td>
<td>-3.09%</td>
<td>-59.4</td>
</tr>
<tr>
<td>Meta Platforms, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>)</td>
<td>1480.5</td>
<td>-4.16%</td>
<td>-61.6</td>
</tr>
<tr>
<td>Tesla, Inc. </td>
<td>910.7</td>
<td>-5.86%</td>
<td>-53.4</td>
</tr>
<tr>
<td>Total</td>
<td>—</td>
<td>—</td>
<td>-685.1</td>
</tr>
</tbody>
</table>
</figure>
According to <a href="https://www.benzinga.com/pro/?utm_source=BZprocontent&amp;t=be2bearmibe3na1">Benzinga Pro</a>&nbsp;data, the steepest decliners in the aftermarket session included:
<figure class="wp-block-table is-style-stripes"> 
<table>
<thead>
<tr>
<th>Name</th>
<th>Chg %</th>
</tr>
</thead>
<tbody>
<tr>
<td>RH (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RH#NYSE">RH</a>)</td>
<td>-24.41%</td>
</tr>
<tr>
<td>Penske Automotive Group, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PAG#NYSE">PAG</a>)</td>
<td>-22.47%</td>
</tr>
<tr>
<td>Lululemon Athletica Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LULU#NASDAQ">LULU</a>)</td>
<td>-12.51%</td>
</tr>
<tr>
<td>Hess Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HES#NYSE">HES</a>)</td>
<td>-11.61%</td>
</tr>
<tr>
<td>The Gap, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GPS#NYSE">GPS</a>)</td>
<td>-11.60%</td>
</tr>
<tr>
<td>lululemon athletica inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LULU#NASDAQ">LULU</a>)</td>
<td>-10.82%</td>
</tr>
<tr>
<td>Five Below, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FIVE#NASDAQ">FIVE</a>)</td>
<td>-10.38%</td>
</tr>
</tbody>
</table>
</figure>
Major gainers were: 
<figure class="wp-block-table is-style-stripes"> 
<table>
<thead>
<tr>
<th>Name</th>
<th>Chg %</th>
</tr>
</thead>
<tbody>
<tr>
<td>Dillard&#8217;s, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DDS#NYSE">DDS</a>)</td>
<td>+4.36%</td>
</tr>
<tr>
<td>Certara, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CERT#NASDAQ">CERT</a>)</td>
<td>+4.16%</td>
</tr>
<tr>
<td>Federal Realty Investment Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FRT#NYSE">FRT</a>)</td>
<td>+3.78%</td>
</tr>
<tr>
<td>Reinsurance Group of America, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RGA#NYSE">RGA</a>)</td>
<td>+2.79%</td>
</tr>
<tr>
<td>Ferguson Enterprises Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FERG#NASDAQ">FERG</a>)</td>
<td>+2.57%</td>
</tr>
<tr>
<td>Church &amp; Dwight Co., Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CHD#NYSE">CHD</a>)</td>
<td>+2.48%</td>
</tr>
<tr>
<td>L3Harris Technologies, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LHX#NYSE">LHX</a>)</td>
<td>+2.33%</td>
</tr>
</tbody>
</table>
</figure>
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/25/04/44610548/trumps-auto-tariffs-could-crush-demand-blow-26-billion-hole-in-industry-profits">Trump&#8217;s Auto Tariffs Could Crush Demand, Blow $26 Billion Hole In Industry Profits</a></li>
</ul>
Image created using photos from Shutterstock.

Large Cap

CERT

FERG

Markets Reel As Trump's Tariffs Hit — Magnificent 7 Set To Shed Almost $700 Billion

<a href="https://www.theinformation.com/articles/google-advanced-talks-rent-nvidia-ai-servers-coreweave" title="https://www.theinformation.com/articles/google-advanced-talks-rent-nvidia-ai-servers-coreweave">https://www.theinformation.com/articles/google-advanced-talks-rent-nvidia-ai-servers-coreweave</a>

'Google in Advanced Talks to Rent Nvidia AI Servers From CoreWeave' -The Information

President Donald Trump is expected to announce sweeping new trade tariffs Wednesday afternoon, calling it "Liberation Day" — a symbolic push to tackle the ballooning U.S. trade deficit <a href="https://www.benzinga.com/topic/tariffs">with major global partners.</a>
Early reports suggest the new reciprocal tariffs could reach as high as 20% on a wide spectrum of imported goods. If confirmed, such measures would raise average U.S. tariffs to levels unseen in decades, stoking uncertainty across global supply chains and financial markets.
Trump is set to reveal more details during his scheduled address from the White House at 4 p.m. Wednesday. 
Markets will be watching closely, not just for the scope and scale of tariffs, but also for potential signals on diplomatic retaliation, corporate lobbying reactions, and the Fed's response.
<h3 class="wp-block-heading">A Historic Deficit Fuels Protectionist Moves</h3>
In 2024, the U.S. imported $3.3 trillion in goods and exported only $2.06 trillion, resulting in a trade deficit exceeding $1.2 trillion, according to data from the International Trade Centre.
January and February 2025 marked the two largest monthly goods deficits ever recorded — $156 billion and $148 billion, respectively, hinting that U.S. businesses may have frontloaded imports in anticipation of higher future costs.
Top trading sources of U.S. imports include Mexico at $510 billion, China at $462 billion, and Canada $422 billion. Imports from Germany totaled $163 billion, predominantly in the automotive sector, while the European Union as a whole supplied $687 billion worth of goods.
Among product categories, automobiles top the list at $219 billion, followed by crude oil and petroleum at $174 billion.
<h3 class="wp-block-heading">Auto Industry In the Crosshairs</h3>
Trump has already enforced a 25% tariff on all foreign car imports. If an additional 20% reciprocal duty is introduced, foreign vehicles could face a combined 45% import tax.
<a href="https://www.benzinga.com/25/04/44610548/trumps-auto-tariffs-could-crush-demand-blow-26-billion-hole-in-industry-profits">Analysts warn</a> this could trigger a severe contraction in U.S. auto sales. Price tags on new vehicles may surge by as much as $15,000, dealing a blow to consumer demand and profit margins of major automakers.
<a href="https://www.benzinga.com/top-stories/25/04/44596034/goldman-warns-trumps-liberation-day-tariffs-could-spike-us-fuel-prices">Goldman Sachs cautioned</a> that if energy products are included in the tariff package, oil and refined product prices including gasoline and diesel could spike sharply, adding to inflationary pressures.
<h3 class="wp-block-heading">Wall Street Reacts: Correction And Caution</h3>
Equity markets are already flashing red. The S&amp;P 500 — as tracked by the SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) — entered correction territory last month, down over 10% from recent highs, and closed its worst quarter since 2022 with a 4.6% loss.
The so-called "Magnificent Seven" — Microsoft Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NYSE">MSFT</a>), Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), NVIDIA Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</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>), Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>), and Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) — have all posted negative year-to-date returns and are underperforming the broader market.
Read Also: <a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/04/44598088/trumps-liberation-day-creates-major-uncertainty-for-big-tech-analyst-dan-ives-says">Trump&#8217;s &#8216;Liberation Day&#8217; Creates &#8216;Major Uncertainty&#8217; For Big Tech, Analyst Dan Ives Says</a>
Notably, bullish strategist <a href="https://www.benzinga.com/government/regulations/25/04/44584000/veteran-investor-warns-of-rising-stagflation-risk-as-tariffs-loom-anticipates-squeezed-profit-margins-for-us-businesses">Ed Yardeni</a> revised his S&amp;P 500 earnings forecasts downward and cut his year-end index target, citing risks from trade policy and slowing global demand.
Amid equity outflows, gold has solidified its status as a safe-haven asset, repeatedly hitting record highs and surging 19% year to date as investors seek shelter from mounting uncertainty.
A scenario involving stronger-than-expected retaliatory measures from key trading partners could amplify the market dynamics seen in the first quarter, deepening volatility and risk-off sentiment.
Also Read: <a href="https://www.benzinga.com/economics/macro-economic-events/25/03/44560485/goldman-sachs-slashes-sp-500-price-outlook-as-tariffs-weaker-growth-hit-earnings">Goldman Sachs Slashes S&amp;P 500 Price Outlook As Tariffs, Weaker Growth Hit Earnings</a>
<h3 class="wp-block-heading">Rising Fears Of Stagflation</h3>
So far, markets have not fully priced in a worst-case economic scenario, one where rising tariffs lead to slower growth coupled with surging prices, also known as stagflation.
Yet, a growing number of economists are increasing their subjective probabilities of a U.S. recession in 2025, especially if retaliatory tariffs hit U.S. exports and <a href="https://www.benzinga.com/25/03/44537936/consumer-inflation-expectations-skyrocket-in-march-hit-highest-levels-in-32-years">consumer sentiment deteriorates.</a>
This week, <a href="https://www.benzinga.com/25/04/44608617/jp-morgan-hikes-us-recession-odds-to-40-tariffs-create-a-dilemma-for-the-fed">JPMorgan raised U.S. probability odds </a>to 40%, up from 30% previously.
Uncertainty also clouds the Federal Reserve's path forward. Although markets currently expect three 25-basis-point rate cuts by the end of 2025, rising inflation risks from new tariffs could tie the Fed's hands.
The central bank may find itself squeezed between the need to support slowing growth and the imperative to fight resurgent price pressures, a policy dilemma reminiscent of the 1970s.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/news/management/25/04/44597023/trumps-tariffs-could-spark-reshoring-boom-for-these-4-us-stocks">Trump&#8217;s Tariffs Could Spark Reshoring Boom For These 4 US Stocks</a></li>
</ul>
President Trump delivers a live address on tariffs from the White House at 4 p.m. ET.
<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="&#x1f534;WATCH LIVE: Trump Speaks Live From The White House on Liberation Day &#x7C; April 2nd, 2025" width="500" height="281" src="https://www.youtube.com/embed/wgmKYg-zK9o?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>
Photo: Shutterstock

Federal Reserve

Trump's 'Liberation Day' Tariff Reveal Set For 4PM: What's At Stake

CNBC Halftime Report Final Trades: Gilead Sciences, Amazon, Alphabet, KLA

<a href="https://www.benzinga.com/topic/arm" target="_blank" rel="noreferrer noopener">British chip designer</a> Arm Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARM#NASDAQ">ARM</a>) explored snapping up semiconductor intellectual property supplier Alphawave.
That is, until discussions collapsed.
Qualcomm Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>), an Arm rival, also considered acquiring Alphawave, according to Reuters. Both companies are vying for serializer-deserializer technology. This type of tech enabled companies like Broadcom Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>) to win AI chip customers like Alphabet Inc&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) Google and OpenAI.
Also Read: <a href="https://www.benzinga.com/government/regulations/25/03/44235249/slowdown-and-tariff-talk-grips-the-hottest-sector-on-wall-street-semiconductor-etf-now-has-a-negative-1-year-return" target="_blank" rel="noreferrer noopener">Slowdown And Tariff Talk Grips The Hottest Sector On Wall Street &#8211; Semiconductor ETF Now Has A Negative 1-Year Return</a>
The technology gained traction by enabling chatbots and other applications to operate smoothly by simultaneously stringing thousands of chips together.
Arm&#8217;s chips have <a target="_blank" href="https://www.benzinga.com/media/25/03/44566020/arm-aims-for-50-data-center-cpu-market-share-by-2025-challenging-intel-and-amd" rel="noreferrer noopener">gained traction among</a> cloud computing companies as the electricity of AI data centers has surged over the years. Arm expects its&nbsp;data center central processing unit&nbsp;market share to reach 50% by the end of 2025, up from around 15% in 2024.
Both Arm and Qualcomm supply companies with data center CPUs.
Reportedly, Arm planned to&nbsp;boost prices by&nbsp;up to 300% and has discussed manufacturing its chips. It aims to increase annual smartphone revenue by ~$1 billion over the next ten years.
Arm, majority owned by Japanese conglomerate SoftBank Group, recorded over 90% market share within the mobile applications market. According to <a href="https://www.statista.com/statistics/1132112/arm-market-share-targets/#:~:text=Arm%20Holdings%20market%20share%20across%20key%20technology%20markets%20worldwide%202020%2D2022&amp;text=As%20of%202022%2C%20Arm%20Holdings,and%20embedded%20computing%20markets%20globally." target="_blank" rel="noreferrer noopener">Statista</a>, it boasted a 65% share of the Internet of Things and embedded computing markets globally in 2022.
Price Action: ARM stock is down 0.13% at $106.84 at last check Wednesday.
Also Read:
<ul>
<li><a href="https://www.benzinga.com/media/25/04/44589685/softbank-weighs-165-billion-loan-that-could-back-openais-40-billion-raise-report" target="_blank" rel="noreferrer noopener">SoftBank Weighs $16.5 Billion Loan That Could Back OpenAI&#8217;s $40 Billion Raise: Report</a></li>
</ul>
Image: Shutterstock

SFTBF

SFTBY

Chip Giants Arm, Qualcomm Target Alphawave To Capture AI Success Like Broadcom

Visa Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/V#NYSE">V</a>) has reportedly proposed a $100 million payment to Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) to secure the Apple Card network. This move comes amid fierce competition among the country&#8217;s leading payment networks.
What Happened: Apple Card is up for grabs as Goldman Sachs Group Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GS#NYSE">GS</a>), the bank currently backing it, plans to exit the consumer lending sector. Major banks such as JPMorgan Chase &amp; Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JPM#NYSE">JPM</a>) and Synchrony Financial are vying to take over as the card issuer. Visa has stepped in with a $100 million bid to secure the Apple Card network,
Visa, Apple and Mastercard did not immediately respond to <a href="http://pro.benzinga.com">Benzinga&#8217;s</a> request for comment. 
Meanwhile, payment networks, including Visa Inc. and American Express Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AXP#NYSE">AXP</a>), are in a tight race to replace Mastercard Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MA#NYSE">MA</a>) as the network for the Apple Card. Apple Inc. is expected to choose a network for its card before selecting a <a href="https://www.benzinga.com/media/25/01/43019382/apple-eyes-barclays-and-synchrony-to-replace-goldman-sachs-as-credit-card-partner-report">bank to replace</a> Goldman Sachs Group Inc. Visa Inc., the largest network, has made a bold bid to win the card, offering an upfront payment to Apple that is typically reserved for the largest card programs, according to a report by <a href="https://www.wsj.com/finance/banking/apple-card-visa-mastercard-deal-3ce762da">The Wall Street Journal</a>.
See Also:&nbsp;<a href="https://benzinga.com/trading-ideas/movers/25/04/44599257/bitcoin-ethereum-dogecoin-edge-higher-as-market-braces-for-trumps-liberation-day-why-arthur-hayes-still-sees-btc-hitting-250000-by-year-end" target="_blank" rel="noreferrer noopener">Bitcoin, Ethereum, Dogecoin Edge Higher As Market Braces For Trump&#8217;s &#8216;Liberation Day:&#8217; Why Arthur Hayes Still Sees BTC Hitting $250,000 By Year-End &#8211; Grayscale Bitcoin Mini Trust (BTC) Common units of</a>
Mastercard Inc. is also making a strong effort to retain its role as the network for the Apple Card, exploring the use of its fintech, Finicity, to enable consumers to view their deposit-account balances within the Apple ecosystem.
Why It Matters: The Apple card program, with approximately $20 billion in balances, is one of the largest co-branded deals to change issuers. The network that secures this deal is expected to remain closely connected to Apple&#8217;s future payment efforts. Visa Inc. remains the undisputed scale leader in the payments industry, but Mastercard Inc. <a href="https://www.benzinga.com/25/03/44435113/visa-vs-mastercard-the-heavyweight-bout-of-payments">has been outpacing </a>its rival in growth. This competition for the Apple card network could significantly impact the balance of power in the payments industry.
The outcome of this competition could have significant implications for the future of Apple&#8217;s payment efforts and the payments industry at large.
Visa holds a momentum rating of 89.49% and a quality rating of 81.30%, according to&nbsp;<a href="https://www.benzinga.com/quote/V" target="_blank" rel="noreferrer noopener">Benzinga&#8217;s Proprietary Edge Rankings</a>. For an in-depth report on more stocks and insights into growth opportunities,&nbsp;<a href="https://www.benzinga.com/screener/top-momentum-stocks" target="_blank" rel="noreferrer noopener">sign</a>&nbsp;<a href="https://www.benzinga.com/screener/top-momentum-stocks" target="_blank" rel="noreferrer noopener">up for Benzinga Edge.</a>
Visa stock lost 1.13% to close at $346.35&nbsp;on Tuesday. The stock has surged more than 25% over the past 6 months.
<ul>
<li>Read Next:&nbsp;<a href="https://benzinga.com/tech/25/03/44487389/sundar-pichai-shows-off-googles-most-intelligent-ai-ever-with-a-dinosaur-video-game-that-even-you-could-make-with-a-simple-prompt" target="_blank" rel="noreferrer noopener">Sundar Pichai Shows Off Google&#8217;s &#8216;Most Intelligent AI&#8217; Ever With A Dinosaur Video Game That Even You Could Make With A Simple Prompt &#8211; Alphabet (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>), Alphabet (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) &#8211; Benzinga</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.

Visa Offers $100 Million To Secure Apple Card Network In A Bid To Outdo Mastercard: Report

In a move to bolster its AI data-center offerings, Advanced Micro Devices (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) completed its $4.9 billion acquisition of data-center equipment designer ZT Systems on Monday.
What Happened: The acquisition, first announced in August, is a strategic move by AMD to strengthen its data-center systems offerings and position itself as a strong contender against Nvidia Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>). This acquisition will allow AMD to provide alternatives to Nvidia&#8217;s dominant chips and servers to key clients such as Microsoft (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) and Meta Platforms (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>).
AMD&#8217;s CEO, Lisa Su, highlighted the increasing complexity of hardware integration with the rise of AI, stating, &#8220;You&nbsp;really have to put the&nbsp;entire system together.&#8221;
See Also: <a href="https://benzinga.com/markets/cryptocurrency/25/04/44593554/bitcoin-ethereum-xrp-dogecoin-surge-as-trader-eyes-88000-for-btc-to-touch-new-higher-high" target="_blank" rel="noreferrer noopener">Bitcoin, Ethereum, XRP, Dogecoin Surge As Trader Eyes $88,000 For BTC To Touch &#8216;New Higher High&#8217;</a>
AMD&#8217;s acquisition of ZT is aimed at securing a share of the &#8220;AI factory,&#8221; a concept associated with Nvidia&#8217;s strategy of providing a one-stop solution for all key data center components. AMD sets itself apart by offering an open-source ecosystem, allowing customers to select their preferred components.
AMD has also incorporated ZT Systems&#8217;&nbsp;1,000 design engineers, who focus on hardware and server design, into the AMD Data Center Solutions division. 
Frank Zhang, Former ZT Systems Founder and CEO, joins AMD as senior vice president of ZT Manufacturing, while Former President Doug Huang joins as senior vice president of Data Center Platform Engineering
Why It Matters: The acquisition of ZT Systems by AMD marked a significant expansion of <a href="https://www.benzinga.com/m-a/24/08/40438854/amd-expands-ai-capabilities-acquires-zt-systems-in-major-4-9b-deal">AMD&#8217;s AI capabilities</a>. The deal is seen as a major step towards enhancing AMD&#8217;s position in the AI infrastructure market.
ZT Systems, a privately held company based in Secaucus, N.J., had over $10 billion in annual revenue when the deal was announced. AMD is now in the process of selling ZT's manufacturing unit. 
During the past years, AMD has acquired other companies to strengthen its data center capabilities. In 2022, AMD acquired Xilinx and Pensando to strengthen its data-center offerings.
AMD&#8217;s strategy to strengthen its data-center offerings was further highlighted recently when the company announced that its fifth-generation AMD EPYC <a href="https://www.benzinga.com/25/03/44568964/amd-powers-oracle-cloud-with-new-epyc-chips-promising-major-boost-in-performance">processors would </a>power the Oracle Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) Oracle Cloud Infrastructure (OCI) Compute E6 Standard shapes. This move promised a significant boost in performance, with up to a 2 times increase in cost-to-performance compared to the previous E5 instance generation.
AMD holds a momentum rating of 12.93% and a growth rating of 66.54%, according to&nbsp;<a href="https://www.benzinga.com/quote/AMD" target="_blank" rel="noreferrer noopener">Benzinga's Proprietary Edge Rankings</a>. For an in-depth report on more stocks and insights into growth opportunities,&nbsp;<a href="https://www.benzinga.com/screener/top-momentum-stocks" target="_blank" rel="noreferrer noopener">sign</a>&nbsp;<a href="https://www.benzinga.com/screener/top-momentum-stocks" target="_blank" rel="noreferrer noopener">up for Benzinga Edge.</a>
<ul>
<li>Read Next: <a href="https://benzinga.com/tech/25/03/44487389/sundar-pichai-shows-off-googles-most-intelligent-ai-ever-with-a-dinosaur-video-game-that-even-you-could-make-with-a-simple-prompt" target="_blank" rel="noreferrer noopener">Sundar Pichai Shows Off Google&#8217;s &#8216;Most Intelligent AI&#8217; Ever With A Dinosaur Video Game That Even You Could Make With A Simple Prompt</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.

ORCL

Nvidia Rival AMD Completes $4.9B Acquisition Of ZT Systems To Strengthen AI And Data Center Dominance

A substantial data breach has been reported at&nbsp;Elon Musk&#8217;s&nbsp;social media platform,&nbsp;X, impacting millions of accounts.
What Happened: The cybersecurity team at SafetyDetectives stumbled upon a <a href="https://www.safetydetectives.com/news/x200m-leak-report/">post</a> on BreachForums, a hacking message board. The post, made by a user named ThinkingOne, contained&nbsp;a 34 GB CSV file&nbsp;with over&nbsp;201 million entries of data&nbsp;purportedly from X users.
X did not immediately respond to <a href="http://pro.benzinga.com">Benzinga&#8217;s</a> request for comment. 
ThinkingOne cross-referenced the 2025 leak with a January 2023 X data breach, which contained email addresses of 209 million users. Although the older breach had less metadata, it included private email addresses. As a result, ThinkingOne compiled a file on 201 million active users from the 2025 leak whose emails had already been exposed.
Trending: 
<ul>
<li>Hasbro, MGM, and Skechers trust this AI marketing firm — <a href="https://benzingapartners.go2cloud.org/aff_c?offer_id=562&amp;aff_id=1&amp;aff_sub=dtm">invest pre-IPO from $0.55 per share now</a>.</li>
<li>Invest in the future of digital engagement – <a href="https://benzingapartners.go2cloud.org/aff_c?offer_id=559&amp;aff_id=1&amp;aff_sub=dtm">own a piece of the $100 billion metaverse today for just $500</a>.</li>
</ul>
ThinkingOne stated that the leaked data of nearly 400 GB does not contain sensitive user information. However, it includes metadata like account creation dates, locations, display names, post counts, and other similar details. Coupled with previously leaked email addresses, this information could be exploited by hackers for phishing and social engineering campaigns. SafetyDetectives has confirmed the authenticity of a sample of the leaked data. The exact origin of the breach is yet to be determined.
According to Computing.co.uk, a disgruntled employee is likely to have stolen data from 2.87 billion profiles during mass layoffs following Elon Musk&#8217;s 2022 acquisition. 
Why It Matters: &nbsp;According to Statista, X has over 400 million users worldwide, hence, the count of 2.87 billion profiles could include historical or experimental records, bot accounts, banned or inactive profiles, merged legacy and modern data, and non-user entities like API accounts.
"This is by far the largest social media breach ever, in terms of number of users, and there is at least a possibility that the person responsible for the breach has other data including emails, phone numbers and passwords,&#8221; data enthusiast ThinkingOne told Davey Winder,&#8217; veteran cybersecurity analyst at Forbes. 
This incident follows a previous report of a &#8220;massive cyberattack&#8221; on X in early March, which&nbsp;Elon Musk&nbsp;claimed to have <a href="https://www.benzinga.com/markets/25/03/44241034/elon-musk-says-ukraine-behind-massive-cyberattack-on-x-were-not-sure-exactly-what-happened">originated from </a>Ukraine. Musk, currently leading the Trump administration&#8217;s Department of Government Efficiency (DOGE), had revealed that X was under a significant cyberattack.
On Friday, Elon Musk's xAI acquired the social media platform X for $33 billion. &#8220;Today, we officially take the step to combine the data, models, compute, distribution and talent,&#8221; Musk stated
The latest data breach raises concerns over the security measures in place at X and the potential risks to its users. The full impact of this breach remains to be seen, as investigations continue.
Read Next:
<ul>
<li>With shares starting at $1.52, <a href="https://benzingapartners.go2cloud.org/aff_c?offer_id=564&amp;aff_id=1&amp;aff_sub=dtm">this could be your chance to invest in the future of healthcare</a>.</li>
<li>This Jeff Bezos-backed startup will allow you to <a href="https://arrivedhomes.go2cloud.org/aff_c?offer_id=15&amp;aff_id=1006&amp;aff_sub=yahoo&amp;aff_sub2=byerscta100">become a landlord in just 10 minutes, with minimum investments as low as $100</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.

Massive Data Breach At Elon Musk's X Reportedly Exposes Data Of Millions Of Accounts: 'By Far The Largest Social Media Breach Ever'

Meta Platforms, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) is reportedly gearing up to release an over $1,000 version of its smart glasses to <a href="https://www.benzinga.com/news/24/06/39449125/apple-glass-potential-competitor-to-ray-ban-meta-smart-glasses-may-take-longer-to-develop-report">further challenge</a> Apple Inc.'s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) AR ambitions.
What Happened: The new version of Meta's smart glasses will come with a built-in screen, hand-gesture controls, and a price tag ranging from $1,000 to $1,400, <a href="https://www.bloomberg.com/news/articles/2025-04-01/how-meta-s-upcoming-1000-smart-glasses-with-a-screen-will-work">reported</a> Bloomberg, citing sources familiar with the matter.
The device, code-named Hypernova, could feature a <a href="https://www.benzinga.com/24/12/42659936/meta-plans-display-equipped-ray-ban-glasses-by-2025-aiming-to-replace-smartphones">monocular display</a> in the lower-right quadrant of the right lens.
They are expected to offer an immersive AR experience that goes beyond the company's current Ray-Ban Meta Glasses, which start at $299. Last year, it was reported that&nbsp;Meta's Ray-Ban smart glasses have become the <a href="https://www.benzinga.com/news/24/10/41458752/metas-smart-glasses-dominate-ray-ban-stores-ai-features-still-missing">best-selling item in 60%</a> of Ray-Ban stores across Europe, the Middle East, and Africa (EMEA).
See Also: <a href="https://www.benzinga.com/tech/25/03/44577187/sam-altman-led-openai-releases-open-weight-ai-model-with-reasoning-capabilities-as-deepseek-and-meta-taste-success">Sam Altman-Led OpenAI Releases Open-Weight AI Model With Reasoning Capabilities As DeepSeek And Meta Taste Success</a>
Why It Matters: Previously, it was reported that Apple might be considering a new <a href="https://www.benzinga.com/news/24/07/39747111/apples-vision-pro-struggles-to-find-its-killer-app-to-justify-3-500-price-tag-just-not-quite-hit-the">lightweight glasses design</a> following the lukewarm response to its first-generation mixed reality headset, Vision Pro.
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>) subsidiary Google is also reportedly in the final stages of negotiations to acquire AdHawk Microsystems Inc. as part of its <a href="https://in.benzinga.com/25/03/44267530/while-apple-reportedly-mulls-over-ar-glasses-google-bets-big-on-eye-tracking-tech-with-115-million-adhawk-acquisition-report">renewed focus on headsets</a> and smart glasses.
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.
The steep price hike for Meta's new model Hypernova is primarily due to the screen, the report noted.
While giving his review of Vision Pro in February 2024, Meta CEO Mark Zuckerberg admitted that Apple's headset <a href="https://www.benzinga.com/general/entertainment/24/02/37116135/mark-zuckerberg-finally-tries-apples-vision-pro-and-says-metas-quest-3-is-the-better-produc">offers a higher screen resolution</a> than Quest. However, he also expressed surprise at the compromises made in device quality, comfort, and ergonomics to achieve it.
Price Action: Meta stock closed 1.67% higher at $586 on Tuesday. However, year-to-date, the company&#8217;s shares have dropped 2.21%, <a href="https://pro.benzinga.com/dashboard">according to Benzinga Pro</a>.
Image via Shutterstock
Check out more of Benzinga's Consumer Tech coverage by&nbsp;<a href="https://www.benzinga.com/topic/consumer-tech" target="_blank" rel="noreferrer noopener">following this link</a>.
Read Next:
<ul>
<li><a href="https://benzinga.com/25/03/44554189/openai-and-microsoft-back-mcp-standard-in-major-shift-toward-interoperable-ai-agents-that-can-think-click-and-navigate-the-web-but-google-ceo-sundar-pichai-appears-to-be-mulling-over-it-in-shakespearean-fashion-to-mcp-or-not-to-mcp" target="_blank" rel="noreferrer noopener">OpenAI And Microsoft Back MCP Standard For Web-Surfing AI Agents; Google's Sundar Pichai Asks A Shakespearean Question</a></li>
</ul>

Meta Planning To Drop $1,000 Smart Glasses With Hand Gesture Control As It Takes On Apple: Report

Entertainment

Press Releases

Artmarket.com: Q3 2024 revenue +13%. Study on AI search engines shows Artprice has the world's biggest, best and most useful art market database, thanks to its Intuitive Artmarket® AI

How Artificial Intelligence (AI) Influence on Nuclear Energy Industry is Providing Lucrative Opportunity

Comstock Welcomes Inova 360° Concierge Medicine to The Row at Reston Station

President Trump Unveils $500 Billion AI Infrastructure: Watch AI, PRSO, BBAI Among The Giants

Tech Giants Announce Strategic Partnership to Advance Quantum Computing

Meta to Invest Up to $65 Billion in AI Projects in 2025

Coeptis (NASDAQ: COEP) Accelerates Growth with Strategic Partnerships and Innovation

Google Announces Agreement to Acquire Wiz

Small Cap

Opinion

Quantum Threats Are Accelerating -- These Companies Are Preparing for the Shift

Google's Parent Company Alphabet in Talks to Acquire Wiz for $30 Billion

BBAI

BURU

CHCI

COEP

CSE:SCPE

ICFI

KULR

PANW

PATH

SCPCF

SPOT

WKEY

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

Comments

Alphabet

Intérêt court

Alphabet (NASDAQ:GOOGL) Stock, Rapport sur les intérêts à découvert

Les gens regardent aussi

Notizie

PARTENAIRE / CONTRIBUTEUR

BENZINGA MONDIAL