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Colgate-Palmolive Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CL#NYSE">CL</a>) will release earnings results for the first quarter, before the opening <a href="https://www.benzinga.com/quote/cl/earnings">bell on Friday, April 25.</a>
Analysts expect the New York-based company to report quarterly earnings at 86 cents per share, versus 86 cents per share in the year-ago period. Colgate-Palmolive projects to report quarterly revenue at $4.86 billion, compared to $5.07 billion a year earlier, according to data from <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a>.
On March 20, Colgate announced a dividend increase and new $5 billion share repurchase program.
Colgate-Palmolive shares fell 1.3% to close at $92.70 on Wednesday.
Benzinga readers can access the latest analyst ratings on the <a href="https://www.benzinga.com/analyst-ratings/analyst-color/22/09/28888638/exclusive-study-finds-benzinga-analyst-ratings-data-yields-market-beating-strategie">Analyst Stock Ratings</a> page. Readers can sort by stock ticker, company name, analyst firm, rating change or other variables.
Let's have a look at how Benzinga's most-accurate <a href="https://www.benzinga.com/quote/cl/analyst-ratings">analysts have rated the company</a> in the recent period.
<ul>
<li>Barclays analyst Lauren Lieberman maintained an Equal-Weight rating and cut the price target from $89 to $86 on April 11, 2025. This analyst has an accuracy rate of 65%.</li>
<li>JP Morgan analyst Andrea Teixeira maintained an Overweight rating and slashed the price target from $99 to $95 on April 11, 2025. This analyst has an accuracy rate of 60%.</li>
<li>Wells Fargo analyst Chris Carey maintained an Underweight rating and raised the price target from $83 to $88 on April 2, 2025. This analyst has an accuracy rate of 64%.</li>
<li>Stifel analyst Mark Astrachan maintained a Hold rating and cut the price target from $95 to $93 on Feb. 3, 2025. This analyst has an accuracy rate of 76%.</li>
<li>Raymond James analyst Olivia Tong reiterated an Outperform rating and slashed the price target from $110 to $105 on Feb. 3, 2025. This analyst has an accuracy rate of 67%.</li>
</ul>
Considering buying CL stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="588" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/25034822/image-164-1024x588.png" alt="" class="wp-image-888164" style="width:597px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/25034822/image-164-1024x588.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/25034822/image-164-300x172.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/25034822/image-164-768x441.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/25034822/image-164.png 1092w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
Read This Next: 
<ul>
<li><a href="https://www.benzinga.com/25/04/44977071/wall-streets-most-accurate-analysts-weigh-in-on-3-materials-stocks-with-over-7-dividend-yields">Wall Street&#8217;s Most Accurate Analysts Weigh In On 3 Materials Stocks With Over 7% Dividend Yields</a> </li>
</ul>
Photo via Shutterstock

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Pre-Market Outlook

Markets

Analyst Ratings

Trading Ideas

Colgate-Palmolive Earnings Are Imminent; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call

Charter Communications, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CHR#NASDAQ">CHR</a>) will release earnings results for the first quarter, before the <a href="https://www.benzinga.com/quote/CHTR/earnings">opening bell on Friday, April 25.</a>
Analysts expect the Stamford, Connecticut-based company to report quarterly earnings at $8.37 per share, up from $7.55 per share in the year-ago period. Charter Communications projects to report quarterly revenue at $13.67 billion, compared to $13.68 billion a year earlier, according to data from <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a>.
On March 20, Charter and Comcast launched satellite connectivity for mobile devices.
Charter Communications shares fell 0.7% to close at $335.33 on Thursday.
Benzinga readers can access the latest analyst ratings on the <a href="https://www.benzinga.com/analyst-ratings/analyst-color/22/09/28888638/exclusive-study-finds-benzinga-analyst-ratings-data-yields-market-beating-strategie">Analyst Stock Ratings</a> page. Readers can sort by stock ticker, company name, analyst firm, rating change or other variables.
Let's have a look at how Benzinga's most-accurate <a href="https://www.benzinga.com/quote/CHTR/analyst-ratings">analysts have rated the company</a> in the recent period.
<ul>
<li>Wells Fargo analyst Steven Cahall maintained an Equal-Weight rating and cut the price target from $400 to $380 on April 14, 2025. This analyst has an accuracy rate of 64%.</li>
<li>Citigroup analyst Michael Rollins reinstated a Buy rating with a price target of $425 on March 14, 2025. This analyst has an accuracy rate of 78%.</li>
<li>Barclays analyst Kannan Venkateshwar maintained an Underweight rating and raised the price target from $315 to $320 on Feb. 3, 2025. This analyst has an accuracy rate of 61%.</li>
<li>Deutsche Bank analyst Bryan Kraft maintained a Hold rating and increased the price target from $340 to $365 on Nov. 4, 2024. This analyst has an accuracy rate of 74%.</li>
<li>JP Morgan analyst Sebastiano Petti maintained a Neutral rating and raised the price target from $385 to $400 on Nov. 4, 2024. This analyst has an accuracy rate of 67%.</li>
</ul>
Considering buying CHTR stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="650" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/25033600/image-163-1024x650.png" alt="" class="wp-image-888147" style="width:605px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/25033600/image-163-1024x650.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/25033600/image-163-300x190.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/25033600/image-163-768x487.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/25033600/image-163.png 1083w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
Read This Next:<a href="https://www.benzinga.com/25/04/44977071/wall-streets-most-accurate-analysts-weigh-in-on-3-materials-stocks-with-over-7-dividend-yields"> </a>
<ul>
<li><a href="https://www.benzinga.com/25/04/44977071/wall-streets-most-accurate-analysts-weigh-in-on-3-materials-stocks-with-over-7-dividend-yields">Wall Street&#8217;s Most Accurate Analysts Weigh In On 3 Materials Stocks With Over 7% Dividend Yields</a> </li>
</ul>
Photo via Shutterstock

CHTR

Top Wall Street Forecasters Revamp Charter Communications Expectations Ahead Of Q1 Earnings

With U.S. stock futures trading higher this morning on Friday, some of the stocks that may grab investor focus today are as follows:
<ul>
<li>Wall Street expects Phillips 66 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PSX#NYSE">PSX</a>) to report a quarterly loss at 72 cents per share on revenue of $31.33 billion before the opening bell, according to data from <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a>. Phillips 66 shares fell 0.7% to $103.99 in after-hours trading.</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>) reported better-than-expected first-quarter financial results after the closing bell on Thursday. Alphabet announced a 5% increase to the dividend with the quarterly payout going to 21 cents per share. The company also announced the Board of Directions authorized a $70 billion share repurchase plan on April 23. Alphabet shares gained 4.8% to $166.95 in the after-hours trading session.</li>
<li>Analysts are expecting Schlumberger Limited (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SLB#NYSE">SLB</a>) to post quarterly earnings at 74 cents per share on revenue of $8.59 billion. The company will release earnings before the markets open. SLB shares gained 0.5% to $35.09 in after-hours trading.</li>
</ul>
Check out our <a href="https://www.benzinga.com/premarket/">premarket coverage here</a>
<ul>
<li>Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) reported upbeat first-quarter financial results, but issued weak outlook for the second quarter. Intel said it expects second-quarter revenue to be in the range of $11.2 billion to $12.4 billion versus estimates of $12.84 billion. The company anticipates a second-quarter earnings loss of 32 cents per share versus estimates for a loss of 16 cents per share. Intel shares tumbled 5.1% to $20.40 in the after-hours trading session.</li>
<li>Gilead Sciences, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GILD#NASDAQ">GILD</a>) posted mixed first-quarter results after Thursday&#8217;s closing bell. Gilead Sciences also lowered its fiscal 2025 earnings guidance from a range of $5.95 to $6.35 per share to a range of $5.65 to $6.05 per share, versus the $6.21 estimate. Gilead Sciences shares fell 3.3% to $102.65 in the after-hours trading session.</li>
</ul>
Check This Out:<a href="https://www.benzinga.com/25/04/44977071/wall-streets-most-accurate-analysts-weigh-in-on-3-materials-stocks-with-over-7-dividend-yields"> </a>
<ul>
<li><a href="https://www.benzinga.com/25/04/44977071/wall-streets-most-accurate-analysts-weigh-in-on-3-materials-stocks-with-over-7-dividend-yields">Wall Street&#8217;s Most Accurate Analysts Weigh In On 3 Materials Stocks With Over 7% Dividend Yields</a> </li>
</ul>
Photo via Shutterstock

GILD

GOOG

GOOGL

INTC

Alphabet, Intel And 3 Stocks To Watch Heading Into Friday

The CNN Money Fear and Greed index some improvement in market sentiment, while the index remained in the &#8220;Fear&#8221; zone on Thursday.
U.S. stocks settled higher on Thursday, with the Dow Jones index jumping more than 1% during the session to mark the first close above the 40,000 level since April 15.
Shares of Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Amazon (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) and Tesla (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) all settled higher on Thursday.
Bristol Myers Squibb &amp; Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BMY#NYSE">BMY</a>) reported better-than-expected first-quarter results. PepsiCo, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PEP#NASDAQ">PEP</a>) reported mixed first-quarter results and issued FY25 EPS guidance below estimates.
Meanwhile, signs of a potential thaw in the U.S.-China trade conflict emerged, with the White House reportedly considering exceptions for certain Chinese auto parts.
On the economic data front, the Chicago Fed National Activity Index declined to -0.03 in March compared to a reading of +0.24 in February. U.S. initial jobless claims climbed by 6,000 from the previous week to 222,000 during the third week of April. U.S. durable goods orders gained by 9.2% month-over-month to $315.7 billion in March.
Most sectors on the S&amp;P 500 closed on a positive note, with information technology, consumer discretionary and communication services stocks recording biggest gains on Thursday. However, consumer staples stocks bucked the overall market trend, closing the session lower.
The Dow Jones closed higher by around 487 points to 40,093.40 on Thursday. The S&amp;P 500 jumped 2.03% to 5,484.77, while the Nasdaq Composite surged 2.74% at 17,166.04 during Thursday's session.
Investors are awaiting earnings results from Phillips 66 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PSX#NYSE">PSX</a>), Schlumberger Limited (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SLB#NYSE">SLB</a>) and Colgate-Palmolive Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CL#NYSE">CL</a>) today.
At a current reading of 30.9, the index remained in the &#8220;Fear&#8221; zone on Thursday, versus a prior reading of 28.4.
What is CNN Business Fear &amp; Greed Index?
The Fear &amp; Greed Index is a measure of the current market sentiment. It is based
&nbsp;on the premise that higher fear exerts pressure on stock prices, while higher greed has the opposite effect. The index is calculated based on seven equal-weighted indicators. The index ranges from 0 to 100, where 0 represents maximum fear and 100 signals maximum greediness.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/25/04/44977071/wall-streets-most-accurate-analysts-weigh-in-on-3-materials-stocks-with-over-7-dividend-yields">Wall Street&#8217;s Most Accurate Analysts Weigh In On 3 Materials Stocks With Over 7% Dividend Yields</a> </li>
</ul>
Photo via Shutterstock

AMZN

NVDA

TSLA

S&P 500 Rallies 2% On Nvidia, Tesla Gains — But Market Mood Stuck In 'Fear'

Despite growing skepticism on Wall Street, CNBC&#8217;s Jim Cramer remains optimistic about the future of artificial intelligence infrastructure and data center stocks.
What Happened: Cramer acknowledged the turbulence in AI stocks, especially following revelations from DeepSeek, a Chinese startup. On top of that, there&#8217;s anxiety about Donald Trump's tariff policies <a href="https://www.benzinga.com/markets/25/04/44780349/trumps-tariff-policies-fuel-economic-concerns-economists-expect-slower-growth-ahead">potentially hurting the broader economy</a>.
However, he thinks the data center boom isn't slowing down, <a href="https://www.cnbc.com/2025/04/24/jim-cramer-explains-why-hes-still-optimistic-on-data-center-buildout-.html">reported</a> CNBC on Thursday.
The Mad Money host mentioned that executives at Amazon.com, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) and Nvidia Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)&nbsp; have said <a href="https://www.benzinga.com/markets/25/04/44914250/amazon-follows-microsofts-lead-halts-some-data-center-deals-executive-says-routine-capacity-management">they're still spending big</a> on data centers.
Microsoft Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) may be building <a href="https://www.benzinga.com/25/04/44733013/microsoft-shelves-1-billion-ohio-data-center-plans-amid-global-project-withdrawals-we-are-slowing-or-pausing-some-early-stage-projects">fewer data centers</a> for OpenAI, but Cramer said that's likely because ChatGPT-parent is now raising its own money to do it independently.
See Also:&nbsp;<a href="https://www.benzinga.com/25/04/44778464/trump-administration-grants-tariff-reprieve-to-tech-industry-apple-and-nvidia-among-beneficiaries" target="_blank" rel="noreferrer noopener">Trump Grants Tariff Reprieve to Tech – Including From China – In Surprise Move</a>
He believes that if trade tensions ease and AI enthusiasm resurges, several sectors are poised for significant growth, including:
<ul>
<li>Semiconductors: Broadcom Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), Arm Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARM#NASDAQ">ARM</a>)</li>
<li>Server and networking gear: Arista Networks (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>), Cisco Systems Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>)</li>
<li>Data center builders and power suppliers: CoreWeave Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>), Constellation Energy (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CEG#NASDAQ">CEG</a>), Vistra (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VST#NYSE">VST</a>)</li>
<li>Cooling and climate control: Carrier Global (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CARR#NYSE">CARR</a>), Trane Technologies (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TT#NYSE">TT</a>)</li>
<li>Industrial manufacturers: Cummins (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMI#NYSE">CMI</a>), Dover Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DOV#NYSE">DOV</a>)</li>
</ul>
"These are very much cyclical companies, so you can't just buy them if you think we're headed into a recession," he stated, adding, "But if we get a reprieve on some of…these tariff issues and investors return to the AI trade, I just gave you everything that's going to fly again."
Why It's Important: In January, DeepSeek's assertion that its AI model was built at a fraction of the cost of its U.S. competitors led to Nvidia losing <a href="https://www.benzinga.com/25/02/43876025/nvidia-ceo-attributed-the-deepseek-led-sell-off-to-investor-misconception-on-ai-spending-obviously-that-paradigm-is-wrong">$600 billion in market cap</a> in just one day.
Meanwhile, earlier this week, the International Monetary Fund <a href="https://www.benzinga.com/government/regulations/25/04/44926902/imf-slashes-us-growth-outlook-as-trump-tariffs-bite-raises-recession-odds-to-40">significantly revised down its 2025 growth</a> forecast for the U.S., attributing the downgrade to President Trump&#8217;s broad tariffs and increasing economic uncertainty.
Benzinga Edge Stock Rankings gives the company a strong growth score of 94.78%. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">Click here to see how it stacks up against other top tech giants</a> such as Microsoft, Amazon, Broadcom, Arm, and more.
Image Via Shutterstock
Read Next:
<ul>
<li><a href="https://www.benzinga.com/25/04/44652222/trumps-tariffs-may-shift-us-spending-from-goods-to-services-creating-uncertainty-for-ecommerce-and-advertising-industries-analyst-warns" target="_blank" rel="noreferrer noopener">Tariffs To Impact End Demand: Goldman Sachs Analyst Expects Drag On Corporate Spending, Hiring</a></li>
</ul>
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Equities

Tech

Media

ANET

AVGO

CARR

CRWV

CSCO

MSFT

Jim Cramer Stays Bullish On Data Centers, Says If Trump Tariffs Eases, These AI Stocks 'Will Fly Again' Despite Wall Street Doubts

Despite recession fears and market speculation, tech giants Amazon (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) and Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) insist that the demand for artificial intelligence data centers remains robust.
What Happened: Executives from Amazon and Nvidia dismissed concerns about a potential slowdown in the construction of AI data centers, according to a report by <a href="https://www.cnbc.com/2025/04/24/amazon-and-nvidia-say-ai-data-center-demand-is-not-slowing-down-.html">CNBC</a>. Both executives spoke at a conference in Oklahoma City hosted by the Hamm Institute for American Energy on Thursday, where they addressed the rising energy demands driven by AI. They agreed that natural gas will be essential to meeting those power requirements.
Amazon&#8217;s vice president of global data centers, Kevin Miller, stated at a conference that there has been &#8220;no significant change&#8221; in demand. "We continue to see very strong demand, and we're looking both in the next couple years as well as long term and seeing the numbers only going up,&#8221; stated Miller.
Meanwhile, Josh Parker, Nvidia&#8217;s senior director of corporate sustainability, echoed Miller&#8217;s sentiment, stating that Nvidia has not observed any signs of a slowdown. Parker dismissed concerns sparked by AI startup DeepSeek&#8216;s efficient model, which led to a sell-off in power stocks earlier this year. He described the reaction as &#8220;kneejerk&#8221;. 
"We haven't seen a pullback," asserted Parker. 
SEE ALSO: <a href="https://benzinga.com/markets/25/04/44979972/us-treasury-hits-record-15-billion-in-customs-and-excise-tax-haul-amid-trumps-trade-policies" target="_blank" rel="noreferrer noopener">US Treasury Hits Record $15 Billion In Customs And Excise Tax Haul Amid Trump&#8217;s Trade Policies</a>
Why It Matters: The recent statements from Amazon and Nvidia executives contradicts recent speculation by Wells Fargo analysts about Amazon Web Services <a href="https://www.benzinga.com/markets/25/04/44914250/amazon-follows-microsofts-lead-halts-some-data-center-deals-executive-says-routine-capacity-management">pausing </a>some data center leases, particularly in international markets. This move followed a similar one by Microsoft Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>).
On this, Miller stated, "there's been little tea leaf reading and extrapolating to strange results" regarding Amazon's plans.
Notably, AI data centers are transforming global energy markets due to their high electricity demands. The surge in AI has led to a significant increase in electricity consumption, with AI-driven workloads contributing significantly to the global data center electricity consumption, which reached 460 terawatt-hours in 2024, according to the <a href="https://www.benzinga.com/markets/commodities/25/04/44903001/ai-data-centers-reshaping-energy-markets-in-the-sixth-industrial-revolution">International Energy Agency</a>.
The growing energy needs for AI have led to companies investing heavily in localized power solutions, such as microgrids and battery storage systems, to stabilize supply. This trend has boosted demand for commodities like lithium and nickel, essential for batteries, with lithium prices up 15% since January 2025, according to S&amp;P Global Commodity Insights.
Amazon holds a Growth rating of 94.14% and a quality rating of 67.66%, according to <a href="https://www.benzinga.com/quote/AMZN" 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, <a href="https://www.benzinga.com/screener/top-momentum-stocks" target="_blank" rel="noreferrer noopener">sign</a> <a href="https://www.benzinga.com/screener/top-momentum-stocks" target="_blank" rel="noreferrer noopener">up for Benzinga Edge.</a>
Price Action: Amazon stock climbed 3.29% to close at $186.54 on Thursday, while Nvidia climbed 3.6% to close at 106.43, as per data from <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a>. 
<ul>
<li>READ MORE: <a href="https://benzinga.com/news/25/04/44916608/mark-zuckerbergs-wife-priscilla-chans-tuition-free-school-to-shutdown-50-million-support-pledged-for-transition" target="_blank" rel="noreferrer noopener">Mark Zuckerberg&#8217;s Wife Priscilla Chan&#8217;s Tuition-Free School To Shutdown, $50 Million Support Pledged For Transition &#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.

Amazon, Nvidia Dismiss Fears Of AI Data Center 'Pullback': 'We Continue To See Very Strong Demand'

IPCX

Reported Earlier, Inflection Point Acquisition Corp. III Prices $220M Initial Public Offering Of 22M Units At $10 Each

Reported Earlier, Ecopetrol Evaluates Strategy To Sustain Southern Caribbean Gas Projects After Shell's Withdrawal From Offshore Assets

IPOs

CHACU

Reported Earlier, Crane Harbor Acquisition Corp. Prices $200M Intial Public Offering Of 20M Units At $10 Each; Class A Shares And Rights To List Separately Post-IPO

The Company intends to use the net proceeds from the offering for working capital requirements, general corporate purposes, and the advancement of business objectives.

BCTX

Reported Earlier, BriaCell Therapeutics Prices $13.8M Public Offering Of 3.07 Units At $4.50 Each

Donald Trump&#8216;s online store has begun selling merchandise branded with &#8220;Trump 2028,&#8221; a year in which he is constitutionally prohibited from running for the U.S. presidency.
What Happened: The online store is offering clothing items with &#8220;Trump 2028&#8221; prominently displayed. The merchandise includes a red cap, modeled after Trump&#8217;s son Eric Trump, and is priced at $50. The product description on the Trump Store website reads, &#8220;Make a statement with this Made in America Trump 2028 hat,&#8221; <a href="https://www.theguardian.com/us-news/2025/apr/25/donald-trump-2028-merchandise-online-store">reported </a>The Guardian on Thursday.
Additionally, the store is selling navy and red T-shirts, priced at $36, featuring the slogan &#8220;Trump 2028 (Rewrite the Rules)&#8221;. As per DW News, another product description read, &#8220;The future looks bright! Rewrite the rules.&#8221; 
This development comes as Trump&#8217;s popularity is reportedly waning, nearing 100 days into his second term at the White House.
The White House 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/25/04/44999388/charlie-munger-once-slammed-the-idea-of-escalating-tariffs-in-the-us-china-trade-war-calling-it-massively-stid-he" target="_blank" rel="noreferrer noopener">Charlie Munger Once Observed That A Full-Scale US-China Tariff War Was &#8216;Massively Stupid&#8217;: The Legendary Investor Didn&#8217;t Mind If Both Beijing And Washington Got Bruised Up In Talks Though — Here&#8217;s W</a>
Why It Matters: This isn&#8217;t the first time Trump has hinted at a third term. In March 2025, Trump suggested the possibility of a<a href="https://www.benzinga.com/25/03/44553608/trump-makes-it-clear-hes-not-joking-about-a-third-term-a-lot-of-people-want-me-to-do-it"> third term</a>, saying, &#8220;A lot of people want me to do it,&#8221; but clarified that it was &#8220;very early&#8221; and he had a &#8220;long way to go.&#8221;
The 22nd Amendment of the U.S. Constitution states that "No person shall be elected to the office of the President more than twice." It was adopted after Franklin D. Roosevelt&#8216;s four-term presidency. Although Trump seems intent on a third term, changing this law would require a two-thirds majority in both houses of Congress and ratification by at least 38 of the 50 states.
However, in March, when an NBC broadcaster questioned Trump on this, he answered, &#8220;I&#8217;m not joking&#8230;There are methods in which you can do it.&#8221;
Notably, Trump&#8217;s popularity has been on a downward trajectory, with his <a href="https://www.benzinga.com/markets/25/04/44948841/trump-economic-approval-rating-drops-to-37-as-market-selloff-erodes-public-support-poll">economic approval</a> rating dropping to 37% in April 2025, amidst a severe U.S. financial markets selloff. Furthermore, a recent poll showed that only 15% of <a href="https://www.benzinga.com/news/events/25/04/44971154/trump-fails-to-impress-americas-young-shows-poll-as-they-still-favor-biden-only-15-think-us-on-right-">young Americans </a>believe the nation is headed in the right direction under Trump&#8217;s leadership.
Shares of Trump Media &amp; Technology Group (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DJT#NASDAQ">DJT</a>) edged 0.87% lower to close at $26.15 on Thursday, as per data from <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>. Over the past month, the stock climbed over 14%. 
<ul>
<li>READ MORE:&nbsp;<a href="https://benzinga.com/25/04/44970313/missed-fortune-trump-trader-loses-45-million-profit-opportunity-before-dinner-announcement" target="_blank" rel="noreferrer noopener">Trader Dumps TRUMP Tokens Before Presidential Dinner Revelation: Meal Cost Early Seller $4.5 Million</a></li>
</ul>

'Trump 2028' Merchandise Hits Online Store Despite Constitutional Ban On Third Term Presidency

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>) Waymo announced it has reached the 250,000 weekly paid robotaxi rides milestone.&nbsp;
What Happened: The company says it is providing fully autonomous paid rides in cities like Austin, San Francisco, Los Angeles, and Phoenix, in a video shared on the social media platform X on Thursday.
<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">We're now providing more than 250,000 fully autonomous paid rides each and every week. The robotaxi future is here, and it's powered by our generalizable Waymo Driver &#x1f916;&#x1f698; <a href="https://t.co/SZ5hat42CX">pic.twitter.com/SZ5hat42CX</a>
&mdash; Waymo (@Waymo) <a href="https://twitter.com/Waymo/status/1915507165378257100?ref_src=twsrc%5Etfw">April 24, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
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The announcement comes in as Alphabet held its Q1 2025 earnings call with investors. CEO Sundar Pichai shed some light on the company's plans in the earnings call. "I&#8217;m excited about the progress the teams have made through a variety of partnerships," he said.
Pichai hailed the company's partnership with Uber Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NYSE">UBER</a>) and shared that Waymo will offer paid rides via Uber in Atlanta later this year.
Pichai also shared how Waymo could provide personal ownership of vehicles as well. "There are future optionality around personal ownership as well," he said. However, the CEO didn't provide a timeline for it.
Alphabet's updates on Waymo drew comments from Deepwater Asset Management's Gene Munster. Munster shared in a post on X how Waymo was ‘the most exciting thing' at Alphabet.
<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 most exciting thing going on at <a href="https://twitter.com/search?q=%24GOOG&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$GOOG</a> is Waymo. Thank you Mark Mahaney for asking for direction on Waymo&#39;s go to market. We got a mixed answer: • Focused on making the best driver. • Different business models can come from that. • Pleased with that they are seeing with…
&mdash; Gene Munster (@munster_gene) <a href="https://twitter.com/munster_gene/status/1915517479956472124?ref_src=twsrc%5Etfw">April 24, 2025</a></blockquote>
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Interestingly, Munster shared that Waymo would need to significantly reduce costs to compete with Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>). "They have to get the cost of the vehicle from around $100k today (my estimate) to $30k to compete with Tesla," he said.
Why It Matters: Waymo's announcement follows the swift development of the autonomous ride-hailing ecosystem in the U.S., which the company currently <a href="https://www.benzinga.com/markets/equities/25/03/44349240/googles-waymo-leads-robotaxi-race-with-2-millon-paid-rides-zoox-challenges-tesla-for-second-spot">leads by a healthy margin</a>.
Recently, Tesla announced it had rolled out <a href="https://www.benzinga.com/tech/25/04/44972108/tesla-quietly-launched-robotaxi-service-for-employees-before-june-debut-now-reports-1500-completed-trips">its robotaxi services </a>running via Supervised FSD in a limited run for its employees in Austin as well as the S.F. Bay Area.
Tesla is all set to fully roll out its <a href="https://www.benzinga.com/news/earnings/25/04/44943387/elon-musk-shares-fsd-update-at-tesla-earnings-call-10-to-20-model-ys-will-offer-paid-robotaxi-rides-in-june">robotaxi services in Austin </a>in June, less than two months from now, according to CEO Elon Musk's statement with the investors at Tuesday evening's earnings call.
Elsewhere, the Trump administration also announced the easing of <a href="https://www.benzinga.com/25/04/45001024/trump-administration-announces-exemptions-for-autonomous-driving-companies-in-the-us-eases-self-driving-crash-report-requirements">regulations as well as exemptions</a> to domestic autonomous vehicle manufacturers in what could be a boost to self-driving companies around the U.S.
Price Action: GOOG is currently trading for $161.47 on the NASDAQ, according to<a href="https://pro.benzinga.com/dashboard"> Benzinga Pro data</a>.
Check out more of Benzinga's Future Of Mobility coverage by<a href="https://www.benzinga.com/topic/mobility"> following this link.</a>
Read Next:
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<li><a href="https://www.benzinga.com/general/space/25/04/45000102/google-parent-alphabet-got-8-billion-unrealized-profit-boost-reportedly-from-investment-in-elon-musks-spacex">Google-Parent Alphabet Got $8 Billion Unrealized Profit Boost Reportedly From Investment In Elon Musk&#8217;s SpaceX</a></li>
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Image Via Shutterstock

General

UBER

Alphabet's Waymo Announces 250,000 Weekly Paid Rides Across Four US Cities, Sundar Pichai Says Personal Ownership 'An Option' In The Future

Bill Miller IV&#8216;s investment firm has seen significant losses in its fourth-quarter portfolio additions as market uncertainties persist.
What Happened: According to U.S. Securities and Exchange Commission filings from February 14, Miller Value Partners, which investor Bill Miller III&#8216;s son runs, added three stocks to its portfolio in the fourth quarter of 2024. Since then, these stocks have seen significant drops.
All three new positions have faltered:
Carlyle Group Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CG#NASDAQ">CG</a>) fell 25.07%, losing $908,600 in value on its 70,000-share position. Carlyle CEO Harvey Schwartz recently <a href="https://www.semafor.com/article/04/24/2025/carlyle-group-ceo-harvey-schwartz-investors-want-to-know-trumps-rule-set">cited</a> policy uncertainty as a major market challenge during Semafor&#8217;s World Economy Summit, noting that businesses &#8220;need a rule set so they can optimize.&#8221;
Atkore Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ATKR#NYSE">ATKR</a>) dropped 11.04%, representing a $296,370 loss on 37,000 shares. The electrical products manufacturer recently announced a $121-162 million impairment charge related to HDPE assets while maintaining its full-year fiscal 2025 outlook. The company also faces a securities lawsuit alleging it engaged in price-fixing schemes for PVC pipes.
Semler Scientific Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMLR#NASDAQ">SMLR</a>) suffered the steepest decline at 30.66%, with 43,000 shares losing $651,990 in value. Since December, Semler&#8217;s stock has plummeted over 52%, prompting an investigation by Kaskela Law on behalf of long-term investors.
The losses in Miller Value Partners' fourth-quarter portfolio additions appear to align with broader market trends.
The Dimensional ETF Trust Dimensional U.S. Core Equity 2 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DFAC#NYSE">DFAC</a>), which holds Carlyle Group stock, has dropped 10.62%, from $66.80 to $59.70. The First Trust RBA American Industrial Renaissance ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AIRR#NASDAQ">AIRR</a>), which includes Atkore, has fallen 9.28%, from $77.20 to $70.03. Meanwhile, Schwab Strategic Trust Schwab Crypto Thematic ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/STCE#NYSE">STCE</a>), which includes Semler Scientific Inc., has experienced a 26.31% decline, from $49.59 to $36.54.
See Also:&nbsp;<a href="https://www.benzinga.com/personal-finance/25/04/44940178/warren-buffett-says-millions-are-trapped-living-an-american-nightmare-but-proposes-a-tool-far-more-useful-than-raising-minimum-wage" target="_blank" rel="noreferrer noopener">Warren Buffett Says Millions Are Trapped Living An ‘American Nightmare' — But Proposes A Tool ‘Far More Useful' Than Raising Minimum Wage</a>
<a href="https://www.benzinga.com/go/ibkr-widget" target="_blank" rel="noreferrer noopener"></a><a href="https://www.benzinga.com/go/ibkr-widget" target="_blank" rel="noreferrer noopener"></a>Why It Matters: Despite these setbacks, analysts see potential upside. Recent ratings suggest implied gains of 2.56% for Carlyle Group, 3.88% for Atkore, and a substantial 70.34% for Semler Scientific from current levels, according to <a href="https://pro.benzinga.com/dashboard">data from Benzinga Pro</a>.
The family investment philosophy follows Bill Miller III&#8217;s legacy of <a href="https://www.benzinga.com/markets/cryptocurrency/25/04/44640955/bill-millers-firm-slashed-microstrategy-stake-by-70-the-move-that-dodged-a-costly-hit">contrarian value investing</a>. The senior Miller, famous for beating the S&amp;P 500 for 15 consecutive years at Legg Mason Value Trust, remains a vocal Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) advocate, calling it &#8220;an insurance policy against financial catastrophe.&#8221;
Miller Value Partners currently manages <a href="https://www.benzinga.com/markets/cryptocurrency/25/04/44640955/bill-millers-firm-slashed-microstrategy-stake-by-70-the-move-that-dodged-a-costly-hit">approximately $290 million in assets</a> through its Miller Income mutual fund and two ETFs.
Read Next:
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Photo Courtesy: JOURNEY STUDIO7 On Shutterstock.com
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

$BTC

AIRR

ATKR

DFAC

SMLR

STCE

Bill Miller's Q4 Additions Struggle Amid Market Uncertainty, What Else Is Dragging Them Down?

<ul>
<li>YT's Additional Equity Incentives Tied to Market Cap and/or Stock Price.</li>
<li>FF Enters Founder + Professional Manager Era with 10 Key Transformations for Company Success at Company's ‘FF Stockholder Community and FX Co-Creation Day' Held Today in Los Angeles.</li>
<li>Business Targets: First FX Vehicle Off the Line by 2025 Year-End;</li>
<li>Financial Targets: Achieve Positive Gross Margin and Operating Cash Flow and Move Toward Overall Profitability.</li>
<li>Capital Targets: Put Stakeholders First, Restore Market Confidence, and Launch a Global AI and AIEV Tech M&amp;A Strategy to Build a Global AI Vehicle Ecosystem.</li>
<li>The Global Bridge Strategy Supports Restructuring of the US Auto Industry.</li>
<li>Company to Fully Transform FF to Maximize Stakeholder Value Without Compromise; Stand Firm Against Illegal Short Selling.</li>
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Faraday Future Intelligent Electric Inc. - Class A Common Stock

FFAI

FF Names YT Jia Co-CEO Alongside Matthias Aydt, Targets Tens Of Thousands Of FX Unit Sales Within Two Years Of Production Start

Intel Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) CEO Lip-Bu Tan is taking action to revive the struggling chipmaker, announcing significant organizational changes just five weeks into his tenure.
What Happened: Tan is streamlining Intel&#8217;s leadership structure, requiring hybrid employees to work four days in the office starting in the third quarter of 2025, and enforcing stringent cost controls, as outlined in the company's first-quarter earnings call. Currently, hybrid employees are expected to spend around three days per week on-site.
&#8220;Organizational complexity and bureaucracies have been suffocating the innovation and agility we need to win,&#8221; Tan said. &#8220;It takes too long for decisions to get made.&#8221;
The chipmaker plans to reduce operational expenses to $17 billion in 2025 and $16 billion in 2026, while cutting its 2025 capital expenditure target from $20 billion to $18 billion. Intel is focusing on better utilizing existing assets before committing to new spending.
The company <a href="https://www.benzinga.com/news/earnings/25/04/44996628/intel-q1-earnings-revenue-beat-eps-beat-shares-tumble-on-weak-guidance-chipmaker-plans-swift-actions-to-drive-efficiency">reported first-quarter revenue</a> of $12.67 billion, surpassing analyst expectations of $12.3 billion, with adjusted earnings of 13 cents per share exceeding the projected 1 cent. However, Intel forecasts second-quarter revenue between $11.2 billion and $12.4 billion, below the $12.84 billion analysts expected.
See Also:&nbsp;<a href="https://www.benzinga.com/personal-finance/25/04/44940178/warren-buffett-says-millions-are-trapped-living-an-american-nightmare-but-proposes-a-tool-far-more-useful-than-raising-minimum-wage" target="_blank" rel="noreferrer noopener">Warren Buffett Says Millions Are Trapped Living An ‘American Nightmare' — But Proposes A Tool ‘Far More Useful' Than Raising Minimum Wage</a>
<a href="https://www.benzinga.com/go/ibkr-widget" target="_blank" rel="noreferrer noopener"></a><a href="https://www.benzinga.com/go/ibkr-widget" target="_blank" rel="noreferrer noopener"></a>Why It Matters: Intel&#8217;s stock has plummeted nearly 64% over the past five years while competitors NVIDIA Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and Advanced Micro Devices Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) have capitalized on the artificial intelligence boom.
Interestingly, the U.S.-China trade war has boosted demand for Intel&#8217;s older generation chips. &#8220;Macroeconomic concerns and tariffs have everybody hedging their bets,&#8221; said Michelle Johnston Holthaus, Intel&#8217;s Chief Products Officer.
The company is also redefining its product portfolio with a &#8220;workload-first approach&#8221; for emerging AI applications, including reasoning models and edge computing.
Tan urged <a href="https://www.benzinga.com/markets/25/04/45000866/intel-stock-has-fallen-nearly-64-in-5-years-now-ceo-lip-bu-tan-says-clearly-there-are-no-quick-fixes-but-investors-should-stay-tuned">patience from investors</a>. &#8220;Clearly, there are no quick fixes,&#8221; he said, while encouraging stakeholders to &#8220;stay tuned&#8221; for future developments.
Price Action: Intel Corp. shares climbed 4.37% on Thursday to close at $21.49, but dropped 5.12% in after-hours trading to $20.39. Year to date, the stock has gained 6.28%.
Benzinga Edge&#8217;s Stock Rankings give the company a modest growth score of 3.61%. Curious how it measures up to semiconductor giants like Nvidia and AMD? <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">Click here for the full comparison</a>.
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</ul>
Photo Courtesy: Tada Images on Shutterstock.com
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Intel CEO Lip Bu Tan Takes Bold Steps To Revive Chipmaker, Says Bureaucracy Is 'Suffocating The Innovation'

Billionaire hedge-fund founder Ray Dalio says the United States and China have a rare chance to "engineer a beautiful rebalancing" of their lopsided economic relationship.
What Happened: In a new X post, Dalio applauds planned tariff talks after President Donald Trump's steep new duties on Chinese imports and argues the two powers must shrink "unsustainable excesses" on both sides. His call comes as Washington's trade gap with Beijing and China's huge stash of U.S. debt highlight mutual vulnerabilities.
"I was pleased and not surprised that the US and China will be having ‘tariff negotiations,' … In my dreams, I can imagine the US and China working out a beautiful rebalancing—one in which the unsustainable excesses are reduced to levels that are sustainable," Dalio wrote in an article titled "A US-China Beautiful Rebalancing."​ He added, "This is an unsustainable imbalance that one way or another … must come to an end."​
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true"><a href="https://t.co/NXG2o978Um">https://t.co/NXG2o978Um</a>
&mdash; Ray Dalio (@RayDalio) <a href="https://twitter.com/RayDalio/status/1915413443760337395?ref_src=twsrc%5Etfw">April 24, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
See also: <a href="https://www.benzinga.com/markets/25/04/45000154/cathie-wood-warns-trumps-tariffs-are-tax-increases-that-hurt-growth-but-says-innovation-will-thrive-in-the-turmoil">Cathie Wood Warns Trump&#8217;s Tariffs Are &#8216;Tax Increases&#8217; That Hurt Growth — But Says Innovation Will Thrive In The &#8216;Turmoil&#8217;</a>
Ray Dalio says that the relationship between the two countries is stuck in a codependent loop where America borrows to buy China's cheap goods, hollowing out its own factories and deepening reliance on Beijing, while China stacks up U.S. debt and becomes hooked on American demand. That circular trade-and-credit swap, he warns, is "unsustainable" and will break either through careful planning or an ugly crash.
<h3 class="wp-block-heading">Dalio&#8217;s Suggested Fix</h3>
Dalio says the U.S. should slash its deficit, revive manufacturing, curb consumption, and whittle down debt, while China needs to shrink its surplus, ease factory output, boost domestic spending, and trim its own liabilities. Pulling off this "beautiful rebalancing," Dalio notes, hinges on both sides cooperating, policing any deal, and actually sticking to it.
Why It Matters: President Donald Trump slapped a 145% tariff on Chinese imports this month, prompting Beijing to hit back with a 125% levy on U.S. goods. Trump, earlier this week, <a href="http://benzinga.com/markets/25/04/44942449/trump-pledges-substantial-cut-in-china-tariffs-but-refuses-to-make-it-zero-if-they-dont-make-a-deal-we-will-set-the-deal?_gl=1&#x2A;1qfwynn&#x2A;_gcl_au&#x2A;Njk0ODEyNDAxLjE3NDA0NTQxMzE.&#x2A;_ga&#x2A;R1MxLjEuMTc0NDM1NzIyNC4xLjAuMTc0NDM1NzIyNC4wLjAuMA..&#x2A;_ga_V7ZK73W7N0&#x2A;MTc0NTU2MDI1Mi4xLjAuMTc0NTU2MDI1Mi4wLjAuMA..">signaled a climb-down</a>, saying the duty "won't be that high" but "won't be zero" either.
Treasury Secretary Scott Bessent called the current tariff levels "unsustainable" and voiced hope for a "de-escalation," a claim China's Commerce Ministry <a href="https://www.benzinga.com/markets/25/04/44973283/china-denies-trumps-trade-talk-assertion-calls-for-abolition-of-unilateral-tariffs-no-factual-basis">flatly rejected</a> by denying any active trade talks. Wall Street remains jittery: the S&amp;P 500 is off 6.54% for the year and the NASDAQ-100 has fallen 8.40%.
Photo Courtesy: Tomas Ragina on Shutterstock.com
Read next: <a href="https://www.benzinga.com/25/04/44999388/charlie-munger-once-slammed-the-idea-of-escalating-tariffs-in-the-us-china-trade-war-calling-it-massively-stid-heres-why-he-believed-both-sides-should-get-used-to-feeling-roughed-up-and-strike-a-deal">Charlie Munger Once Observed That A Full-Scale US-China Tariff War Was &#8216;Massively Stupid&#8217;: The Legendary Investor Didn&#8217;t Mind If Both Beijing And Washington Got Bruised Up In Talks Though — Here&#8217;s Why</a>

Government

Regulations

Ray Dalio Dreams Of A 'Beautiful Rebalancing, Reveals He's 'Not Surprised' By Beijing And Washington Talking Trade Again

Senior Wedbush Securities equity analyst Dan Ives doubles down on software amid the intensifying storm of trade and tariffs.
What Happened: On Thursday, Ives called software the only &#8220;safety blanket&#8221; in what he described as a &#8220;Category 5&#8221; storm, referring to the ongoing trade war, tariffs, and other geopolitical uncertainties, while appearing on CNBC&#8217;s &#8220;Squawk On The Street.&#8221;
Ives says that anything with a supply chain has its &#8220;visibility clouded&#8221; in this storm, leaving software as the safe bet, giving the example of Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>), Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), and Palantir Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>).
See More: <a href="https://www.benzinga.com/general/space/25/04/45000102/google-parent-alphabet-got-8-billion-unrealized-profit-boost-reportedly-from-investment-in-elon-musks-spacex">Google-Parent Alphabet Got $8 Billion Unrealized Profit Boost Reportedly From Investment In Elon Musk&#8217;s SpaceX</a>
He also pushed back on rumors of a slowdown in AI data center demand and speculation that major hyperscalers are cutting their capital expenditure on AI infrastructure. He said he "strongly disagrees" with that narrative, though he acknowledged there may be some "reallocation on the edges." According to Ives, "Hyperscale and big tech are ploughing ahead."
&#8220;They realize that this is an arms race,&#8221; Ives says, adding that nobody wants to be left behind in this revolution, and it&#8217;s not what his findings &#8220;from the field&#8221; say.
Why It Matters: During its <a href="https://www.benzinga.com/trading-ideas/technicals/25/04/44992878/alphabet-walks-a-tightrope-into-q1-earnings-bearish-charts-bullish-expectations">first quarter earnings</a> on Thursday, Alphabet committed to $75 billion in AI capital spending this year, up from $52 billion last year, proving Ives&#8217; point that there is no slowdown in AI data center demand. 
Ives has also <a href="https://www.benzinga.com/news/24/02/37296112/wedbushs-dan-ives-says-ai-party-just-starting">repeatedly stated</a> that the &#8220;AI party is just getting started,&#8221; predicting over $1 trillion in incremental spending in the sector over the next decade.
Price Action: Shares of Alphabet were up on Thursday by 2.38%, and 4.63% in after-hours trading following the company&#8217;s first quarter earnings. Microsoft and Palantir were up by 3.45% and 6.90% during the day, respective.
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="139" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/25015454/Screenshot-2025-04-25-at-8.53.24-AM-1-1024x139.png" alt="" class="wp-image-887981" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/25015454/Screenshot-2025-04-25-at-8.53.24-AM-1-1024x139.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/25015454/Screenshot-2025-04-25-at-8.53.24-AM-1-300x41.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/25015454/Screenshot-2025-04-25-at-8.53.24-AM-1-768x104.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/25015454/Screenshot-2025-04-25-at-8.53.24-AM-1-1536x208.png 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/25015454/Screenshot-2025-04-25-at-8.53.24-AM-1.png 1592w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
Shares of Alphabet don&#8217;t fare too well on Benzinga&#8217;s Edge Stock Rankings, but what about peers such as Microsoft, Amazon, and Facebook? Sign up to <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">Benzinga Edge</a> for more such insights.
Photo Courtesy: Zakharchuk on Shutterstock.com
Read More: <a href="https://www.benzinga.com/25/04/44999838/can-google-adapt-like-amazon-or-will-it-face-ebays-fate-gene-munsters-candid-take-on-the-search-giants-path-forward-in-the-age-of-ai">Can Google Adapt Like Amazon Or Will It Face eBay&#8217;s Fate? Gene Munster Says ChatGPT &#8216;Overhang&#8217; Isn&#8217;t Going Away, Shares Candid Take On The Path Forward</a>

PLTR

Dan Ives Identifies Only 'Security Blanket' In 'Category 5' Storm Hitting The Markets

– Detailed results from the CENTERSTONE trial show treatment with Xofluza reduced the odds of transmission, or spread of influenza virus, from an infected person to household members by 32% –
– CENTERSTONE is the first global phase III trial that demonstrates the benefit of an antiviral in reducing the spread of a respiratory virus –
– Reducing the spread of infection within households could help limit transmission within institutions and communities, potentially easing the burden of both seasonal and pandemic influenza on healthcare systems –

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Genentech's Xofluza Demonstrates 32% Reduction In Household Transmission Of Influenza In Global Phase III Trial

Outlook and focus for 2025
Stora Enso expects market demand to remain subdued and volatile, affected by heightened macroeconomic and geopolitical uncertainty due to trade-related tensions, and lower consumer sentiment.
Guidance
Stora Enso anticipates that its adjusted EBIT for the full year of 2025 will be adversely impacted by approximately EUR 100 million due to the ramp-up of the new packaging board line in Oulu, Finland. A majority of this is expected in Q2/2025. The Group's capital expenditure forecast for the full year of 2025 is EUR 730–790 million. In the second quarter of 2025, maintenance costs are expected to increase by approximately EUR 20 million from Q1/2025.

Guidance

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Stora Enso Expects €60M-€70M EBIT Hit And €20M Higher Maintenance Costs In Q2; Full-Year 2025 Impact From Oulu Ramp-Up Seen At €100M

Outlook and guidance
Outlook&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
<ul>
<li>Q2 2025: We expect continued volatility and, even if we have seen signs of markets bottoming out, we plan for another quarter with negative volumes and expect organic sales to weaken somewhat in Q2, year-over-year.</li>
</ul>
Guidance Q2 2025&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
<ul>
<li>Currency impact on the operating profit is expected to be around MSEK 400 negative compared to the second quarter 2024, based on exchange rates per 31 March 2025.</li>
</ul>
Guidance FY 2025&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;
<ul>
<li>Tax level excluding effects related to divested businesses: around 26%.</li>
<li>Additions to property, plant and equipment: around BSEK 4.5 excluding separation of the Automotive business.</li>
</ul>

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