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Microsoft

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

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Gary Black, Future Fund LLC&#8217;s managing director and a prominent market analyst, has expressed concerns about Tesla Inc.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) high forward price-to-earnings (P/E) ratio, questioning the sustainability of its current valuation.
What Happened: In a detailed thread on X on Saturday, Black pointed out that Tesla&#8217;s forward P/E ratio stands at a staggering 180x. He noted that no trillion-dollar market cap company in stock market history has traded at such a high forward P/E ratio. 
Black argued that the long-term growth rate required to justify such a P/E would make Tesla&#8217;s market cap larger than Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) and Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), which he deemed &#8220;insane.&#8221;
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true"><a href="https://twitter.com/search?q=%24TSLA&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$TSLA</a> now trades at a forward P/E of 180x. In the history of the stock market, we can't find a single $1T market cap company that traded at a forward P/E of 180x (we even asked Grok with no success). Why not? The long-term growth rate needed to justify a 180x P/E would cause…
&mdash; Gary Black (@garyblack00) <a href="https://twitter.com/garyblack00/status/1928866265117941880?ref_src=twsrc%5Etfw">May 31, 2025</a></blockquote>
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&#8220;The long-term growth rate needed to justify a 180x P/E would cause TSLA market cap to be bigger than $AAPL and $MSFT, which seems insane since both have huge TAMs, unassailable brands, and highly predictable future cash flow streams,&#8221; he said in the post. 
Also Read: <a href="https://www.benzinga.com/tech/25/05/45687704/gary-black-says-teslas-robotaxi-launch-in-june-poses-minimal-risk-to-uber-will-offer-low-cost">Gary Black Says Tesla&#8217;s Robotaxi Launch In June Poses Minimal Risk To Uber: &#8216;Will Offer Low-Cost…&#8217;</a>
Black criticized Tesla bulls who dismiss his argument by claiming that&nbsp;the 2025 P/E is irrelevant.&nbsp;He emphasized that a stock&#8217;s&nbsp;valuation is the present value&nbsp;of all future cash flows,&nbsp;discounted back at a risk-adjusted&nbsp;cost of capital, plus net&nbsp;cash. To disregard P/E, according to Black, is equivalent to ignoring valuation&nbsp;when making an investment decision.
&#8220;TSLA bulls who pretend they understand finance dismiss my argument that TSLA's valuation looks stretched by saying the 2025 P/E is irrelevant. Rule #1 in investing is buy low, sell high. Rule #2 is price is what you pay, value is what you get. Arguing that P/E doesn't matter to an investment decision tells me the person doing the arguing has no valuation discipline and is just buying concepts, rather than on some assessment of value vs price,&#8221; Black continued. 
Why It Matters: Black&#8217;s comments come at a time when Tesla&#8217;s stock has been under scrutiny due to its high valuation. Despite the company&#8217;s impressive growth, some investors and analysts have raised concerns about whether its current stock price accurately reflects its future earnings potential. 
Black&#8217;s argument adds to this ongoing debate, highlighting the importance of traditional valuation metrics like P/E in assessing a company&#8217;s worth.
While Black clarified that he doesn&#8217;t foresee a situation where he would short Tesla, his comments underscore the need for investors to exercise caution and conduct thorough valuation assessments before making investment decisions.
Read Next:
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<li><a href="https://www.benzinga.com/25/05/45687331/elon-musks-right-hand-man-steve-davis-exits-doge-after-tesla-ceo-steps-back-from-government-work" target="_blank" rel="noreferrer noopener">Elon Musk's Long-Time Lieutenant Exits DOGE As Tesla CEO Steps Down From Government Work: Staffers At Agency Surprised</a></li>
</ul>
Image: Shutterstock/bluestork

Markets

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TSLA

Gary Black Questions Tesla's Sky-High Forward P/E Ratio: 'Long-Term Growth Rate Needed To Justify a 180X P/E Would Cause Tsla Market Cap To Be Bigger'

In a wide-ranging conversation with David Friedberg, billionaire investor Ray Dalio compared today's AI investment <a href="https://www.benzinga.com/markets/equities/25/01/42995814/billionaire-investor-who-predicted-the-dot-com-crash-25-years-ago-warns-of-another-market-storm-brewing-in-the-us">frenzy to the dot-com bubble</a>, warning that overhyped assets, rising interest rates and global tech tensions could spell trouble for unprepared investors.
What Happened: Speaking with Friedberg on the All-In podcast earlier this year, Dalio underscored the risks of blindly investing in hot sectors like artificial intelligence without regard to valuation or macroeconomic conditions.
"This looks quite a lot like 1998 or '99," Dalio said, referencing the peak of the dot-com era. "A great company that gets expensive is much worse than a bad company that's really cheap."
See Also: <a href="https://www.benzinga.com/general/market-summary/25/05/45512063/ray-dalio-warns-against-decreasing-value-of-us-dollar-amid-mounting-government-debt-risks-are-greater-than-the-rating-agencies-are-conveying">Ray Dalio Warns Against Decreasing Value Of US Dollar Amid Mounting Government Debt: &#8216;Risks Are Greater Than The Rating Agencies Are Conveying&#8217;</a>
While both Friedberg and Dalio agreed that investing in productivity, such as AI, robotics and manufacturing, makes long-term sense, Dalio warned that prices and global competition cannot be ignored.&nbsp;
"The AI war… It's a war that no country can lose because it's more important than profits," he said, highlighting the strategic <a href="https://www.benzinga.com/tech/25/04/44892275/eric-schmidt-warns-china-is-going-to-win-ai-race-unless-washington-fights-with-funding-and-instills-american-values-at-the-core">urgency in the U.S.–China tech race</a>.
Dalio also raised concerns about market concentration and herd behavior. "The world is so leverage long," he said, referring to investors piling into similar bets with borrowed money. "You have to pay attention to correlation."
He stressed the importance of uncorrelated assets and geographic diversification. "That's why when I look at something like gold, it's interesting… it reduces the risk of the portfolio," he added.
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.
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Why It's Important: Dalio's remarks come as AI stocks dominate market headlines and portfolios. Names like Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) and others have seen soaring valuations, driven by enthusiasm around generative AI.
But as monetary policy tightens and geopolitical tensions rise, Dalio cautions investors not to confuse a great narrative with a safe investment. His advice? Don't just chase the winners—watch the price, manage risk and diversify broadly.
"Everybody says it's going to be great," Dalio said. "But the price has to be paid attention to."
In an environment where excitement can outpace fundamentals, Dalio's message is clear: the future may be AI-powered, but smart investing still depends on discipline.
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:
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<li><a href="https://in.benzinga.com/media/25/03/44411733/pebble-founder-echoes-mark-zuckerbergs-concerns-slams-apple-for-making-it-nearly-impossible-to-build-smartwatches-that-work-with-iphone" target="_blank" rel="noreferrer noopener">Pebble Founder Echoes Mark Zuckerberg&#8217;s Concerns, Slams Apple For Making It ‘Nearly Impossible&#8217; To Build Smartwatches That Work With iPhone</a></li>
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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.
Photo courtesy: Shutterstock

News

Tech

Ray Dalio Says Investors Are Chasing AI Hype Like It's 1999 And It Could End Just As Badly: Here's What He Recommends

On Friday, a federal judge signaled he may scale back the Justice Department's proposed remedies for 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's <a href="https://www.benzinga.com/government/24/08/40169996/alphabet-loses-antitrust-suit-over-google-search-dominance-report">alleged search monopoly</a>, citing the fast-changing role of artificial intelligence in online search.
What Happened: U.S. District Judge Amit Mehta, presiding over the high-profile antitrust case, expressed skepticism about imposing a 10-year oversight plan that would force Google to share search data and stop paying Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) and others to be the default search engine, reported Reuters.
"Ten years may seem like a short period, but in this space, a lot can change in weeks," Mehta said, referring to ChatGPT-maker OpenAI's decision to buy Jony Ive's startup to <a href="https://www.benzinga.com/tech/25/05/45640879/openais-sam-altman-says-6-5b-deal-with-jony-ive-to-build-ai-companions-could-add-1-trillion-in-company-value-report">build AI devices</a>.&nbsp;
See Also:&nbsp;<a href="https://www.benzinga.com/tech/25/05/45486639/sundar-pichai-reveals-google-parent-once-super-intensely-debated-about-buying-netflix-in-a-world-of-butterfly-effects" target="_blank" rel="noreferrer noopener">Sundar Pichai Reveals Google-Parent Once Super Intensely Debated About Buying Netflix: ‘In A World Of Butterfly Effects…&#8217;</a>
He added that future competition may not come from <a href="https://www.benzinga.com/news/23/10/35102432/apples-dismissed-plan-to-replace-google-with-duckduckgo-on-safari-the-inside-story">traditional search rivals like</a> Microsoft Corp.'s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) Bing or DuckDuckGo, but from AI companies offering fundamentally different user experiences.
"If anything, it's going to be one of these AI companies that can do more than just search. And Why? Because maybe people don't want 10 blue links anymore," Mehta said.
Google's lawyer John Schmidtlein pushed back on the idea of giving AI rivals access to Google's proprietary data, arguing, "Coming to Google and asking Google for a handout when they are the market leader seems completely disproportionate to what this case is about."
Previously, Nick Turley, OpenAI&#8217;s product head for ChatGPT, testified that the AI startup would be open to acquiring Chrome if Google <a href="https://www.benzinga.com/news/legal/25/04/44941262/openai-once-tried-to-use-googles-search-technology-instead-of-microsoft-bing-due-to-quality-issues-was-rejected-now-sam-altmans-startup-says-itd-buy-chrome-if-forced-antitrust-sale-happens">were ever compelled to sell it</a>.
Subscribe to the&nbsp;<a href="https://bztechtrends.beehiiv.com/subscribe" target="_blank" rel="noreferrer noopener">Benzinga Tech Trends newsletter</a>&nbsp;to get all the latest tech developments delivered to your inbox.
Why It's Important: Earlier this month, Apple executive Eddy Cue testified that Safari had seen a <a href="https://www.benzinga.com/25/05/45339953/apple-exec-says-iphone-users-are-ditching-google-search-now-chamath-palihaptiya-urges-the-tech-giant-to-stop-waiting-for-data-and-start-fighting-models-like-chatgpt">drop in search volumes</a> for the first time in over 20 years, attributing the decline to the growing use of AI-powered searches.
Alphabet CEO Sundar Pichai pushed back on this in an interview with The Verge published this week, asserting that the <a href="https://www.benzinga.com/media/25/05/45687166/apple-may-see-fewer-searches-in-safari-but-google-ceo-sundar-pichai-insists-ai-is-fueling-overall-query-growth-far-from-a-zero-sum-game">data does not indicate a decline</a> in overall activity. &#8220;We&#8217;ve been very clear. We&#8217;re seeing overall query growth in search,&#8221; he said.
During his testimony, Cue also revealed that Apple is actively <a href="https://www.benzinga.com/trading-ideas/movers/25/05/45259675/apple-alphabet-shares-tumble-amid-potential-ai-search-shift">considering integrating</a> an AI-driven search engine into Safari, evaluating potential partnerships with OpenAI, Anthropic and Perplexity AI.
Meanwhile, Google <a href="https://www.benzinga.com/markets/25/05/45537306/google-unveils-total-reimagining-of-search-with-chatbot-style-feature-to-compete-with-openai">introduced a new &#8220;AI mode&#8221;</a> in its Search and Chrome browser during its developer conference. Now available to all U.S. users, the feature offers a conversational, Q&amp;A-style interface similar to ChatGPT, replacing the traditional list of search result links.
Price Action: Alphabet Inc.&#8217;s Class A shares dipped 0.32% in after-hours trading, with Class C shares also down 0.32%, based on <a href="https://pro.benzinga.com/dashboard">Benzinga Pro data</a>.
According to Benzinga Edge Stock Rankings, Alphabet holds a growth score of 88.54%. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">Click here to compare it with other companies</a> like Apple.
<figure class="wp-block-image aligncenter size-full"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img decoding="async" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/30220506/Screenshot-2025-05-31-at-7.33.05%E2%80%AFAM.png" alt="" class="wp-image-933903" /></a></figure>
Check out more of Benzinga&#8217;s Consumer Tech coverage by&nbsp;<a href="https://www.benzinga.com/topic/consumer-tech" target="_blank" rel="noreferrer noopener">following this link</a>.
Read Next:
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<li><a href="https://www.benzinga.com/tech/25/04/45090992/mark-zuckerberg-warns-of-serious-disadvantage-as-chinas-data-center-blitz-could-let-deepseek-leapfrog-us-ai-labs" target="_blank" rel="noreferrer noopener">Mark Zuckerberg Warns Of ‘Serious Disadvantage' As China's Data-Center Blitz Could Let DeepSeek Leapfrog US AI Labs</a></li>
</ul>
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: JHVEPhoto / Shutterstock.com

GOOG

GOOGL

Google's Monopoly Case Takes A Turn As Judge Considers Lighter Remedies Amid Rising Competition From AI Rivals Like OpenAI And Perplexity

<h2 class="wp-block-heading">Zinger Points:</h2>
<ul class="wp-block-list">
<li>Crusoe secures $11.6 billion to build OpenAI's massive 1.2 gigawatt Abilene, Texas data center, part of the $500 billion Project Stargate.</li>
<li>Oracle has signed a 15-year lease to anchor the Abilene data center.</li>
<li>Crusoe's evolution from gas-powered crypto rigs to liquid-cooled AI supercenters captures the arc of next-gen computing.</li>
</ul>
AI infrastructure startup Crusoe Energy Systems has secured $11.6 billion in funding commitments to build a massive data center in Abilene, Texas, designed to support OpenAI's expanding computing needs. The new funding round, backed by Blue Owl Capital's Real Assets platform and Primary Digital Infrastructure, brings total capital raised for the project to $15 billion, The <a href="https://www.wsj.com/tech/ai/openai-data-center-funding-microsoft-75e879b6">Wall Street Journal </a>reported.
<h2 class="wp-block-heading">Abilene: The Heart of OpenAI&#8217;s Infrastructure Expansion</h2>
According to <a href="https://crusoe.ai/newsroom/crusoe-expands-ai-data-center-campus-in-abilene-to-1-2-gigawatts/">Crusoe</a>, the facility marks a critical step in OpenAI's infrastructure strategy. Initially planned as a two-building campus, the project now spans eight buildings. It is expected to deliver 1.2 gigawatts of power capacity, making it one of the largest AI training hubs globally.
Don't Miss:
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<li>‘Scrolling To UBI' — Deloitte's #1 fastest-growing software company allows users to earn money on their phones. <a href="https://www.benzinga.com/money/mode-mobile-2">You can invest today for just $0.30/share with a $1000 minimum.</a></li>
<li>Maker of the $60,000 foldable home has 3 factory buildings, 600+ houses built, and big plans to solve housing — <a href="https://www.benzinga.com/money/boxabl-scaling-fast-from-spacex-orders-to-600-homes-built-this-60k-foldable-home-may-be-the-future-of-housing">this is your last chance to become an investor for $0.80 per share.</a></li>
</ul>
According to the company, construction began last June, with the first two buildings—totaling 200 megawatts—expected to be energized in the first half of this year. A second phase, launched in March, will add six more buildings and is expected to be completed by mid-2026.
<h2 class="wp-block-heading">Oracle Steps In as Microsoft's Footprint Shrinks</h2>
The expansion comes amid growing demand for compute capacity as OpenAI develops increasingly advanced artificial intelligence models. Oracle Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) has signed a 15-year lease to occupy a significant portion of the Abilene campus, according to the Journal.&nbsp;
While Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) remains OpenAI's largest investor and retains exclusive application programming interface licensing rights, its role in the Abilene project is limited to that of a technology partner, without direct equity involvement. OpenAI has increasingly sought to diversify its infrastructure partnerships, citing concerns over Microsoft's ability to scale fast enough to meet its compute needs, the Journal reported.
Meanwhile, JPMorgan Chase &amp; Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JPM#NYSE">JPM</a>) has committed over $7 billion to the data center project, building on a previous $2.3 billion investment, according to <a href="https://www.theinformation.com/articles/jpmorgan-lend-7-billion-openai-data-center">The Information</a>.
Trending: Invest where it hurts — and help millions heal:<a href="https://www.benzinga.com/money/a-cure-for-osteoarthritis-powered-by-everyday-investors-cytonics-is-looking-to-beat-big-pharma-and-disrupt-a-390-billion-market"> Invest in Cytonics and help disrupt a $390B Big Pharma stronghold</a>.
<h2 class="wp-block-heading">Project Stargate: A $500B Vision For AI Infrastructure</h2>
The Abilene project is part of &#8220;Project Stargate,&#8221; a $500 billion global AI infrastructure initiative launched in January by OpenAI, Oracle, SoftBank, and United Arab Emirates-based MGX, <a href="https://www.forbes.com/sites/emilsayegh/2025/01/22/stargate-ai-project-the-500-billion-gamble-to-dominate-the-future/">Forbes</a> reported. The project aims to build a vast network of AI data centers over the next four years to support rapid model development and increase U.S. leadership in artificial intelligence.
According to <a href="https://crusoe.ai/newsroom/crusoe-blue-owl-capital-and-primary-digital-infrastructure-enter-joint-venture">Crusoe</a>, the buildings planned in Abilene are designed for industry-scale performance, with each capable of running up to 50,000 GB200 NVL72 chips from Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) on a unified network fabric.
<h2 class="wp-block-heading">Economic and Environmental Considerations</h2>
Beyond scale, the Abilene campus is also a model for energy-conscious AI infrastructure. It incorporates direct-to-chip liquid cooling to manage thermal loads and partners with Lancium's Clean Campus program to integrate renewable energy sources, <a href="https://crusoe.ai/newsroom/crusoe-expands-ai-data-center-campus-in-abilene-to-1-2-gigawatts/">Crusoe</a> said. Crusoe expects the project to create over 5,000 jobs and generate more than $1 billion in local economic impact over the next two decades.
See Also: <a href="https://www.benzinga.com/money/this-ai-imaging-technology-has-been-used-in-more-than-500-surgeries-now-you-can-be-part-of-the-ai-imaging-revolution">Be part of the next med-tech breakthrough for only $350 — 500+ surgeries already done with nView's AI system.</a>
<h2 class="wp-block-heading">Crusoe's Strategic Shift</h2>
Founded in 2018, Denver-based Crusoe began as a company converting stranded natural gas into energy for crypto mining. In recent years, it has repositioned itself as a vertically integrated AI infrastructure provider, with a sharp focus on sustainable, high-density compute environments, according to <a href="https://news.crunchbase.com/ai/startup-crusoe-financing-openai-data-center-texas/">Crunchbase</a>.
The <a href="https://www.benzinga.com/24/12/42476730/peter-thiels-founders-fund-leads-600m-crusoe-investment-betting-big-on-ai-infrastructure">company raised $600 million</a> in Series D funding led by Founders Fund, with participation from Fidelity and Nvidia, bringing its valuation to $2.8 billion. The Abilene project represents Crusoe's most ambitious venture to date and positions it at the center of the rapidly expanding AI infrastructure race.
Read Next: Deloitte's fastest-growing software company partners with Amazon, Walmart &amp; Target – <a href="https://www.benzinga.com/money/mode-mobile-2">Many are rushing to grab 4,000 of its pre-IPO shares for just $0.30/share!</a>
Image: Shutterstock

Personal Finance

ORCL

OpenAI Secures $11.6B For Texas Data Center Expansion, Reducing Microsoft Dependence

A gauge tracking the so-called &#8220;magnificent seven&#8221; — which includes Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), Microsoft Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NYSE">MSFT</a>), Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>). Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</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>) — surged 15% in May.
The rally coincided with an especially solid month for U.S. equities. The S&amp;P 500, tracked by the SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>), surged more than 6% for the month. That&#8217;s its strongest month since November 2023.
But beneath the surface <a href="https://www.benzinga.com/general/education/25/05/45675595/apple-eyes-worst-month-vs-sp-500-since-2018-but-history-says-buy-the-dip-now#:~:text=Apple%2520underperformed%2520S%2526P%2520500%2520by,expert%2520insights%2520for%252060%2525%2520off.">is Apple's rare underperformance.</a>
Six out of the magnificent seven tech giants logged monthly gains. The iPhone maker, however, lagged its peers and delivered its weakest relative performance against the S&amp;P 500 Index since 2018.
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="535" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/30154913/image-426-1024x535.png" alt="" class="wp-image-933762" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/30154913/image-426-1024x535.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/30154913/image-426-300x157.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/30154913/image-426-768x401.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/30154913/image-426-1536x803.png 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/30154913/image-426-2048x1070.png 2048w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
In contrast, Nvidia posted a staggering 24% monthly jump — its best performance since May 2024 — after delivering <a href="https://www.benzinga.com/analyst-ratings/price-target/25/05/45668727/nvidia-stock-is-surging-thursday-whats-fueling-the-move">better-than-expected quarterly earnings.</a>
Despite facing export restrictions on its chips to China, Nvidia's revenue resilience confirmed that artificial <a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/05/45675006/nvidia-stock-has-significant-upside-as-ai-godfather-jensen-huang-delivers-another-robust-quarter">intelligence demand remains healthy.</a> Overall revenue reached $44.1 billion, up 69% from a year ago.
"Countries around the world are recognizing AI as essential infrastructure — just like electricity and the internet — and Nvidia stands at the center of this profound transformation," CEO Jensen Huang said.
While Wall Street paints a positive picture, Main Street tells a different story, as pessimism among U.S. consumers runs high.
The U.S. economy contracted by 0.2% <a href="https://www.benzinga.com/government/regulations/25/05/45669445/us-economy-contracts-by-02-in-q1-labor-market-shows-signs-of-cracks-as-jobless-claims-surge">in the first quarter</a>, a slight upward revision from the initial -0.3% estimate, yet a stark reversal from the 2.4% growth rate seen in late 2024. Inflation, as measured by the <a href="https://www.benzinga.com/cannabis/25/05/45693219/feds-favorite-inflation-gauge-slows-but-trumps-china-accusation-flips-market-mood">Personal Consumption Expenditures price index</a>, cooled to 2.1% in April — its lowest pace in six months — from 2.3% in March.
But the public doesn&#8217;t seem to trust the disinflation narrative.
According to the University of Michigan's May survey, Americans expect inflation to run at 6.6% over the next year, <a href="https://www.benzinga.com/markets/economic-data/25/05/45697983/consumer-sentiment-stuck-at-3-year-lows-as-inflation-fears-hit-44-year-high">the highest level since 1981</a>. That figure reflects the widest gap ever recorded between perceived and actual inflation. Meanwhile, overall sentiment remains near three-year lows.
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="535" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/30155117/image-427-1024x535.png" alt="" class="wp-image-933763" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/30155117/image-427-1024x535.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/30155117/image-427-300x157.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/30155117/image-427-768x401.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/30155117/image-427-1536x803.png 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/30155117/image-427-2048x1070.png 2048w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
In a notable development on the trade front, the U.S. Court of International Trade struck down significant portions of President Donald Trump's newly proposed tariff actions.
While the move sparked brief investor optimism, analysts caution the Trump administration retains various legal avenues to <a href="https://www.benzinga.com/government/regulations/25/05/45672421/tariffs-blocked-by-court-but-goldman-sachs-says-trump-could-reimpose-them-within-days">reintroduce similar trade barriers.</a>
Now Read:
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<li><a href="https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/05/45703175/netflix-stock-could-climb-another-25-thanks-to-second-half-content-bonanza-says-bank-of-america">Netflix Stock Could Climb Another 25% Thanks To Second-Half &#8216;Content Bonanza,&#8217; Says Bank Of America </a></li>
</ul>
Image: Shutterstock

Magnificent Seven Drive Wall Street's Rally, Nvidia Notches Best Month In A Year: This Week In Markets

Shares of Marvell Technology Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) tanked in early Friday trading despite the company&#8217;s upbeat earnings <a href="https://www.benzinga.com/news/earnings/25/05/45681892/marvell-technology-stock-slips-after-q1-results-details" target="_blank" rel="noopener">report for th</a><a href="https://www.benzinga.com/news/earnings/25/05/45681892/marvell-technology-stock-slips-after-q1-results-details">e first quarter on Thursday</a>.
The announcement came amid an <a href="https://www.benzinga.com/earnings">exciting earnings season</a>. Here are some key analyst takeaways.
Piper Sandler On Marvell Technology
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/58fe05b80bd9910001595370/harsh-kumar">Analyst Harsh Kumar</a> maintained an Overweight rating, while reducing the price target from $95 to $85.
Marvell Technology reported revenues of $1.895 billion and earnings of 62 cents per share, higher than consensus estimates of $1.877 billion and 61 cents per share, respectively, Kumar said in a note. Management guided to revenues of $2.0 billion and earnings of 67 cents per share for the second quarter, broadly in-line with expectations, he added.
"The company continues to expect AI to be the majority of their revenue profile going forward and continue to grow as a proportion of the business," the analyst further wrote.
KeyBanc Capital Markets On Marvell Technology
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/585beadcb5a482000151d188/john-vinh">Analyst John Vinh</a> reiterated an Overweight rating, while cutting the price target from $115 to $90.
Marvell Technology reported its quarterly results and guidance broadly in line with expectations, Vinh said.
Management reiterated that revenue from Amazon.com Inc's (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) AWS-related custom AI XPUs is expected to grow in fiscal 2026 and 2027, he added. The company also said that its design win with Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) on Maia 200 "continues to progress, with ongoing collaboration on the architecture for the next-generation Maia 300," the analyst further wrote.
Check out <a href="https://www.benzinga.com/analyst-stock-ratings">other analyst stock ratings</a>.
Cantor Fitzgerald On Marvell Technology
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/5e21cde3430dee0001c717dd/quinn-bolton">Analyst Quinn Bolton</a> reaffirmed a Buy rating, while lowering the price target from $100 to $85.
Marvell Technology reported a beat and raise quarter, driven by continued growth in Data Center revenues, Bolton said.
"Management seems very confident in the company&#8217;s opportunity at AMZN, and has secured 3nm wafer and advanced packaging capacity for the next generation design set to ramp in 2026," the analyst wrote. He said revenue is likely to grow sequentially through fiscal 2026, "led by Data Center and as CI and EN continue to recover."
Benchmark On Marvell Technology
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/5e2ae9e3430dee0001c80e0c/cody-acree">Analyst Cody Acree</a> maintained a Buy rating and price target of $95.
Marvell Technology's stock came under pressure following the release of first-quarter results, as investors were "not particularly thrilled by the firm's relatively modest upside results and guidance," especially after the outperformance delivered by rival Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Acree said.
Both Marvell Technology and Nvidia witnessed demand for AI driving robust Data Center growth, the analyst stated. He added, however, that Marvell Technology did not provide "any specifics of its quarterly AI results."
MRVL Price Action: Shares of Marvell Technology had declined by 6.79% to $59.40 at the time of publication on Friday.
Read More:
<ul class="wp-block-list">
<li> <a href="https://www.benzinga.com/trading-ideas/movers/25/05/45477478/whats-next-for-foot-locker-analyst-says-dicks-deal-is-timely"> Marvell Technology Data Center Business Triples Over 2 Years As Custom Silicon And Optics Fuel Surge: &#8216;Expect This Momentum To Continue&#8217;</a></li>
</ul>
Photo: JHVEPhoto / Shutterstock.com

Price Target

Movers

MRVL

Marvell Analysts Back Steady Outlook, Point To Data Center Strength, AI Momentum

Amazon.com Inc&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) cloud unit chief acknowledged the company&#8217;s aggressive expansion of server farms globally and boost of access to the latest artificial intelligence chips from&nbsp;Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>).
Amazon Web Services (AWS) opened a cluster of data centers in Mexico in 2025, Bloomberg <a href="https://www.bloomberg.com/news/articles/2025-05-30/amazon-pledges-to-continue-aggressive-data-center-expansion" target="_blank" rel="noreferrer noopener">reported</a> on Friday, citing AWS CEO Matt Garman&#8216;s interview.
Garman told Bloomberg that the cloud division is also building new facilities in Chile, New Zealand, Saudi Arabia and Taiwan.
Also Read: <a target="_blank" href="https://www.benzinga.com/tech/25/05/45673288/when-nvidia-wins-broadcom-climbs-ai-boom-sends-chip-stocks-soaring" rel="noreferrer noopener">When Nvidia Wins, Broadcom Climbs: AI Boom Sends Chip Stocks Soaring</a>
Garman also acknowledged strong demand. He said AWS was working with Nvidia to expand its stock of the latter&#8217;s latest GB200 semiconductors, which are available for AWS customers to test.
Garman expressed appreciation for the opportunity to host OpenAI&#8217;s models on AWS. Recently, OpenAI received permission to explore other partnerships beyond Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>).
Wells Fargo analysts said in April that Amazon had paused some of its data center leasing talks, especially in international markets, following a similar move by Microsoft.
Microsoft abandoned data center projects in the U.S. and Europe due to an oversupply of electricity relative to current demand forecasts.
Subsequently, executives from&nbsp;Amazon and&nbsp;Nvidia <a target="_blank" href="https://www.benzinga.com/25/04/45001873/amazon-and-nvidia-dismiss-fears-of-ai-data-center-pullback-we-continue-to-see-very-strong-demand" rel="noreferrer noopener">dismissed concerns about</a> a potential slowdown in constructing AI data centers.
Price Action: AMZN stock was down 1.46% at $202.65 at last check on Friday.
Read Next:
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<li><a href="https://www.benzinga.com/25/05/45565087/cramer-backs-marvell-again-as-ai-deals-with-amazon-microsoft-fuel-stock-surge" target="_blank" rel="noreferrer noopener">Cramer Backs Marvell Again As AI Deals With Amazon, Microsoft Fuel Stock Surge</a></li>
</ul>
Photo: Shutterstock

Amazon Expands Global Data Centers, Boosts Access To Nvidia AI Chips For Cloud Customers

<a href="https://www.bloomberg.com/news/articles/2025-05-30/microsoft-s-zenimax-reaches-contract-deal-union-says?srnd=homepage-americas&amp;embedded-checkout=true">https://www.bloomberg.com/news/articles/2025-05-30/microsoft-s-zenimax-reaches-contract-deal-union-says?srnd=homepage-americas&amp;embedded-checkout=true</a>

General

'Microsoft's ZeniMax Reaches Contract Deal, Union Says'- Bloomberg

In the fast-paced and cutthroat world of business, conducting thorough company analysis is essential for investors and industry experts. In this article, we will undertake a comprehensive industry comparison, evaluating Microsoft (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) in comparison to its major competitors within the Software industry. By analyzing crucial financial metrics, market position, and growth potential, our objective is to provide valuable insights for investors and offer a deeper understanding of company's performance in the industry.
<h3>Microsoft Background</h3>
Microsoft develops and licenses consumer and enterprise software. It is known for its Windows operating systems and Office productivity suite. The company is organized into three equally sized broad segments: productivity and business processes (legacy Microsoft Office, cloud-based Office 365, Exchange, SharePoint, Skype, LinkedIn, Dynamics), intelligence cloud (infrastructure- and platform-as-a-service offerings Azure, Windows Server OS, SQL Server), and more personal computing (Windows Client, Xbox, Bing search, display advertising, and Surface laptops, tablets, and desktops).
<table>
<thead>
<tr>
<th>Company</th>
<th>P/E</th>
<th>P/B</th>
<th>P/S</th>
<th>ROE</th>
<th>EBITDA (in billions)</th>
<th>Gross Profit (in billions)</th>
<th>Revenue Growth</th>
</tr>
</thead>
<tbody>
<tr>
<td>Microsoft Corp</td>
<td>35.45</td>
<td>10.59</td>
<td>12.69</td>
<td>8.27%</td>
<td>$40.71</td>
<td>$48.15</td>
<td>13.27%</td>
</tr>
<tr>
<td>Oracle Corp</td>
<td>38.24</td>
<td>27.30</td>
<td>8.34</td>
<td>19.27%</td>
<td>$5.89</td>
<td>$9.94</td>
<td>6.4%</td>
</tr>
<tr>
<td>ServiceNow Inc</td>
<td>137.75</td>
<td>20.73</td>
<td>18.49</td>
<td>4.66%</td>
<td>$0.72</td>
<td>$2.44</td>
<td>18.63%</td>
</tr>
<tr>
<td>Palo Alto Networks Inc</td>
<td>106.79</td>
<td>17.14</td>
<td>14.83</td>
<td>3.85%</td>
<td>$0.4</td>
<td>$1.67</td>
<td>15.33%</td>
</tr>
<tr>
<td>Fortinet Inc</td>
<td>41.99</td>
<td>39.79</td>
<td>12.85</td>
<td>25.08%</td>
<td>$0.56</td>
<td>$1.25</td>
<td>13.77%</td>
</tr>
<tr>
<td>Gen Digital Inc</td>
<td>27.18</td>
<td>7.65</td>
<td>4.44</td>
<td>6.43%</td>
<td>$0.53</td>
<td>$0.81</td>
<td>4.77%</td>
</tr>
<tr>
<td>Monday.Com Ltd</td>
<td>293.19</td>
<td>13.52</td>
<td>14.89</td>
<td>2.57%</td>
<td>$0.01</td>
<td>$0.25</td>
<td>30.12%</td>
</tr>
<tr>
<td>CommVault Systems Inc</td>
<td>105.58</td>
<td>24.07</td>
<td>8.05</td>
<td>10.11%</td>
<td>$0.03</td>
<td>$0.23</td>
<td>23.17%</td>
</tr>
<tr>
<td>Dolby Laboratories Inc</td>
<td>28.41</td>
<td>2.80</td>
<td>5.53</td>
<td>3.61%</td>
<td>$0.14</td>
<td>$0.33</td>
<td>1.38%</td>
</tr>
<tr>
<td>Qualys Inc</td>
<td>28.07</td>
<td>10.01</td>
<td>8.19</td>
<td>9.75%</td>
<td>$0.06</td>
<td>$0.13</td>
<td>9.67%</td>
</tr>
<tr>
<td>Progress Software Corp</td>
<td>48.09</td>
<td>6.08</td>
<td>3.36</td>
<td>2.51%</td>
<td>$0.07</td>
<td>$0.19</td>
<td>28.88%</td>
</tr>
<tr>
<td>Teradata Corp</td>
<td>15.47</td>
<td>13.20</td>
<td>1.25</td>
<td>30.24%</td>
<td>$0.09</td>
<td>$0.25</td>
<td>-10.11%</td>
</tr>
<tr>
<td>N-able Inc</td>
<td>98.50</td>
<td>1.92</td>
<td>3.16</td>
<td>-0.93%</td>
<td>$0.01</td>
<td>$0.09</td>
<td>3.91%</td>
</tr>
<tr>
<td>Rapid7 Inc</td>
<td>55.71</td>
<td>27.83</td>
<td>1.70</td>
<td>5.98%</td>
<td>$0.02</td>
<td>$0.15</td>
<td>2.51%</td>
</tr>
<tr>
<td>Average</td>
<td>78.84</td>
<td>16.31</td>
<td>8.08</td>
<td>9.47%</td>
<td>$0.66</td>
<td>$1.36</td>
<td>11.42%</td>
</tr>
</tbody>
</table>
<style>
 table {
 width: 100%;
 border-collapse: collapse;
 font-family: Arial, sans-serif;
 font-size: 14px;
 }

 th, td {
 padding: 8px;
 text-align: left;
 }

 th {
 background-color: #293a5a;
 color: #fff;
 text-align: left;
 }

 tr:nth-child(even) {
 background-color: #f2f4f8;
 }

 tr:hover {
 background-color: #e1e4ea;
 }

 td:nth-child(3), td:nth-child(5) {
 text-align: left;
 }

 .dividend-amount {
 font-weight: bold;
 color: #0d6efd;
 }

 .dividend-frequency {
 font-size: 12px;
 color: #6c757d;
 }
 </style>By conducting a comprehensive analysis of Microsoft, the following trends become evident: 
<ul>
<li>
The Price to Earnings ratio of 35.45 is 0.45x lower than the industry average, indicating potential undervaluation for the stock.
</li>
<li>
With a Price to Book ratio of 10.59, significantly falling below the industry average by 0.65x, it suggests undervaluation and the possibility of untapped growth prospects.
</li>
<li>
The stock's relatively high Price to Sales ratio of 12.69, surpassing the industry average by 1.57x, may indicate an aspect of overvaluation in terms of sales performance.
</li>
<li>
The Return on Equity (ROE) of 8.27% is 1.2% below the industry average, suggesting potential inefficiency in utilizing equity to generate profits.
</li>
<li>
The company exhibits higher Earnings Before Interest, Taxes, Depreciation, and Amortization (EBITDA) of $40.71 Billion, which is 61.68x above the industry average, implying stronger profitability and robust cash flow generation.
</li>
<li>
Compared to its industry, the company has higher gross profit of $48.15 Billion, which indicates 35.4x above the industry average, indicating stronger profitability and higher earnings from its core operations.
</li>
<li>
The company is experiencing remarkable revenue growth, with a rate of 13.27%, outperforming the industry average of 11.42%.
</li>
</ul>
<h3>Debt To Equity Ratio</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1748617224_0.png" alt="debt to equity" />
The debt-to-equity (D/E) ratio measures the financial leverage of a company by evaluating its debt relative to its equity.
Considering the debt-to-equity ratio in industry comparisons allows for a concise evaluation of a company's financial health and risk profile, aiding in informed decision-making.
When comparing Microsoft with its top 4 peers based on the Debt-to-Equity ratio, the following insights can be observed:
<ul>
<li>
When considering the debt-to-equity ratio, Microsoft exhibits a stronger financial position compared to its top 4 peers.
</li>
<li>
This indicates that the company has a favorable balance between debt and equity, with a lower debt-to-equity ratio of 0.19, which can be perceived as a positive aspect by investors.
</li>
</ul>
<h3>Key Takeaways</h3>
The low PE and PB ratios suggest that Microsoft is undervalued compared to its peers in the Software industry. However, the high PS ratio indicates that the market values Microsoft's revenue more highly. In terms of profitability, Microsoft's low ROE may be a concern, despite its high EBITDA and gross profit margins. The high revenue growth rate reflects positively on Microsoft's future prospects within the industry.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Trading Ideas

In-Depth Analysis: Microsoft Versus Competitors In Software Industry

<a href="https://www.bloomberg.com/news/articles/2025-05-29/microsoft-touts-ai-sales-at-town-hall-reveals-barclays-contract">https://www.bloomberg.com/news/articles/2025-05-29/microsoft-touts-ai-sales-at-town-hall-reveals-barclays-contract</a>

'Microsoft Touts AI Sales at Town Hall, Reveals Barclays Contract'- Bloomberg

Wall Street is buzzing this week. A U.S. court decision has put a stop to President Donald Trump from<a href="https://www.benzinga.com/government/regulations/25/05/45667775/trumps-tariff-refund-could-cost-us-10-billion-with-2-month-end-rebalance-impact-on-equities-in-case-of-an-appeal-uncertainty-is-back-front-and-center"> issuing broad tariffs through emergency authority</a>, and the market collectively breathed a sigh of relief. Mix that with NVIDIA Corp.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) <a href="https://www.benzinga.com/news/earnings/25/05/45657660/nvidia-q1-highlights-china-export-ban-hits-results-but-jensen-huang-says-demand-incredibly-strong">solid earnings</a> and a temporary ceasefire in the U.S.-EU tariff battle, and you have the ideal recipe for a high-beta breakout.
<a href="https://www.benzinga.com/etfs">High-beta ETFs</a>, celebrated for their magnified swings, are perfect for bullish markets such as this one. When sentiment surges among investors, these funds don&#8217;t tread, they run. To explain in numbers, a beta of more than one means the ETF is more volatile than the market in general.
For a trader wanting to catch a ride on this short-term wave of momentum, consider the following three high-beta ETFs that may perform well in the coming week:
<h1 class="wp-block-heading">Invesco S&amp;P 500 High Beta ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPHB#NYSE">SPHB</a>)</h1>
Beta: 1.42 SPHB monitors 100 of the S&amp;P 500&#8217;s highest-beta stocks over the last year. It&#8217;s a handpicked portfolio of the market&#8217;s most volatile performers when the bulls are running.
<ol class="wp-block-list">
<li></li>
</ol>
Sector Exposure: Heavy on tech (42.2%), followed by industrials and consumer discretionary.
Assets Under Management: $379.3 million
Expense Ratio: 0.25%
Why Now: Tech is leading the rebound, especially on Nvidia's AI blowout. The easing of trade tensions adds to the momentum of cyclical sectors.
Also Read: <a href="https://www.benzinga.com/etfs/broad-u-s-equity-etfs/25/05/45679047/nvda-tsla-turbocharge-qqq-surge-toward-best-month-since-2023">NVDA, TSLA Turbocharge QQQ Surge Toward Best Month Since 2023</a>
<h1 class="wp-block-heading">ProShares Ultra S&amp;P 500 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SSO#NYSE">SSO</a>)</h1>
Beta: 2.04 For those who want to go big or go home, SSO provides double the S&amp;P 500 daily return. It&#8217;s not for the faint of heart, but it&#8217;s a powerful weapon when momentum is decidedly upward. The strategy is to leverage derivatives to multiply S&amp;P 500 returns by 2x.
<ol start="2" class="wp-block-list">
<li></li>
</ol>
Expense Ratio: 0.89%
Why Now: With tariff concerns on the wane and the AI bubble again in vogue, the S&amp;P 500 may have more to gain. SSO allows traders to amplify that gain.
Warning: This is a trade tool, not a long-term friend. The compounding effect can warp returns over longer holding periods.
<h1 class="wp-block-heading">Fidelity Blue Chip Growth ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/FBCG#BATS">FBCG</a>)</h1>
Beta: 1.31 FBCG leans into growth heavy-hitters, mega-cap tech names that tend to be more volatile but pay off when the market goes risk-on.
<ol start="3" class="wp-block-list">
<li></li>
</ol>
Top Holdings: Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), Nvidia, Amazon.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>): essentially, &#8220;The Avengers&#8221; of technology.
Expense Ratio: 0.59%
Why Now? With Nvidia&#8217;s AI-driven ramp-up igniting another wave in tech, FBCG is poised to profit. This ETF equates high-beta growth with a quality screen.
As opposed to leveraged plays, FBCG provides a more balanced strategy with a growth tilt, perfect when you&#8217;re optimistic but not fond of whiplash.
<h1 class="wp-block-heading">Bottom Line</h1>
With Trump&#8217;s tariff strategy running into the legal brick wall, Nvidia wowing the Street and transatlantic trade tensions being put on hold, risk appetite is back in play. For investors who want to bet on the rally, these three high-beta ETFs are presenting a trio of flavors of aggressive exposure to an increasingly bullish market.
Just keep in mind: what goes up quickly… can come down just as quickly. It is wise to don your seatbelt and trade safely.
Read Next: 
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</ul>
Photo: Shutterstock

Specialty ETFs

ETFs

FBCG

SPHB

3 High Beta ETFs To Consider As Wall Street Welcomes Court Ruling On Tariffs, Tech Rebound

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders often look for circumstances when the market estimation of an option diverges away from its normal worth. Abnormal amounts of trading activity could push option prices to hyperbolic or underperforming levels. 
Below are some instances of options activity happening in the Information Technology sector: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>NVDA</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/30/25</td>
<td>$140.00</td>
<td>$34.4K</td>
<td>9.5K</td>
<td>146.1K</td>
</tr>
<tr>
<td>AAPL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>05/30/25</td>
<td>$200.00</td>
<td>$31.0K</td>
<td>9.8K</td>
<td>47.3K</td>
</tr>
<tr>
<td>MSTR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/06/25</td>
<td>$400.00</td>
<td>$40.0K</td>
<td>7.1K</td>
<td>6.7K</td>
</tr>
<tr>
<td>PLTR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$130.00</td>
<td>$85.9K</td>
<td>14.8K</td>
<td>3.5K</td>
</tr>
<tr>
<td>AVGO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/06/25</td>
<td>$250.00</td>
<td>$42.2K</td>
<td>7.8K</td>
<td>2.5K</td>
</tr>
<tr>
<td>INTC</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$22.00</td>
<td>$154.0K</td>
<td>7.7K</td>
<td>2.1K</td>
</tr>
<tr>
<td>AMD</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$125.00</td>
<td>$149.2K</td>
<td>3.8K</td>
<td>1.9K</td>
</tr>
<tr>
<td>MSFT</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$480.00</td>
<td>$42.7K</td>
<td>5.6K</td>
<td>1.2K</td>
</tr>
<tr>
<td>MARA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>12/19/25</td>
<td>$30.00</td>
<td>$25.6K</td>
<td>24.5K</td>
<td>1.0K</td>
</tr>
<tr>
<td>SNPS</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$400.00</td>
<td>$47.3K</td>
<td>751</td>
<td>960</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• For NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we notice a put option sweep that happens to be bullish, expiring in 1 day(s) on May 30, 2025. This event was a transfer of 210 contract(s) at a $140.00 strike. This particular put needed to be split into 5 different trades to become filled. The total cost received by the writing party (or parties) was $34.4K, with a price of $164.0 per contract. There were 9547 open contracts at this strike prior to today, and today 146163 contract(s) were bought and sold. 
• For AAPL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), we notice a call option sweep that happens to be bearish, expiring in 1 day(s) on May 30, 2025. This event was a transfer of 186 contract(s) at a $200.00 strike. This particular call needed to be split into 4 different trades to become filled. The total cost received by the writing party (or parties) was $31.0K, with a price of $167.0 per contract. There were 9895 open contracts at this strike prior to today, and today 47301 contract(s) were bought and sold. 
• Regarding MSTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>), we observe a call option sweep with bullish sentiment. It expires in 8 day(s) on June 6, 2025. Parties traded 99 contract(s) at a $400.00 strike. This particular call needed to be split into 4 different trades to become filled. The total cost received by the writing party (or parties) was $40.0K, with a price of $405.0 per contract. There were 7130 open contracts at this strike prior to today, and today 6744 contract(s) were bought and sold. 
• Regarding PLTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>), we observe a call option sweep with bullish sentiment. It expires in 22 day(s) on June 20, 2025. Parties traded 207 contract(s) at a $130.00 strike. This particular call needed to be split into 26 different trades to become filled. The total cost received by the writing party (or parties) was $85.9K, with a price of $415.0 per contract. There were 14815 open contracts at this strike prior to today, and today 3593 contract(s) were bought and sold. 
• Regarding AVGO (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), we observe a call option sweep with bullish sentiment. It expires in 8 day(s) on June 6, 2025. Parties traded 60 contract(s) at a $250.00 strike. This particular call needed to be split into 13 different trades to become filled. The total cost received by the writing party (or parties) was $42.2K, with a price of $700.0 per contract. There were 7860 open contracts at this strike prior to today, and today 2555 contract(s) were bought and sold. 
• Regarding INTC (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), we observe a call option trade with bearish sentiment. It expires in 113 day(s) on September 19, 2025. Parties traded 1000 contract(s) at a $22.00 strike. The total cost received by the writing party (or parties) was $154.0K, with a price of $154.0 per contract. There were 7785 open contracts at this strike prior to today, and today 2149 contract(s) were bought and sold. 
• For AMD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), we notice a put option sweep that happens to be bullish, expiring in 78 day(s) on August 15, 2025. This event was a transfer of 93 contract(s) at a $125.00 strike. This particular put needed to be split into 7 different trades to become filled. The total cost received by the writing party (or parties) was $149.2K, with a price of $1605.0 per contract. There were 3835 open contracts at this strike prior to today, and today 1924 contract(s) were bought and sold. 
• For MSFT (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), we notice a call option sweep that happens to be bearish, expiring in 22 day(s) on June 20, 2025. This event was a transfer of 287 contract(s) at a $480.00 strike. This particular call needed to be split into 16 different trades to become filled. The total cost received by the writing party (or parties) was $42.7K, with a price of $149.0 per contract. There were 5689 open contracts at this strike prior to today, and today 1258 contract(s) were bought and sold. 
• For MARA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MARA#NASDAQ">MARA</a>), we notice a call option sweep that happens to be bearish, expiring in 204 day(s) on December 19, 2025. This event was a transfer of 200 contract(s) at a $30.00 strike. This particular call needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $25.6K, with a price of $128.0 per contract. There were 24500 open contracts at this strike prior to today, and today 1060 contract(s) were bought and sold. 
• Regarding SNPS (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SNPS#NASDAQ">SNPS</a>), we observe a put option sweep with bullish sentiment. It expires in 22 day(s) on June 20, 2025. Parties traded 86 contract(s) at a $400.00 strike. This particular put needed to be split into 5 different trades to become filled. The total cost received by the writing party (or parties) was $47.3K, with a price of $550.0 per contract. There were 751 open contracts at this strike prior to today, and today 960 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more news on unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Options

AVGO

INTC

MARA

MSTR

PLTR

SNPS

10 Information Technology Stocks With Whale Alerts In Today's Session

<a href="https://www.cnbc.com/2025/05/29/amazon-forms-zeroone-team-to-develop-breakthrough-consumer-products.html?&amp;qsearchterm=amazon">https://www.cnbc.com/2025/05/29/amazon-forms-zeroone-team-to-develop-breakthrough-consumer-products.html?&amp;qsearchterm=amazon</a>

'Amazon taps Xbox co-founder to lead new team developing 'breakthrough' consumer products'- CNBC

"Why pay $1,800 instead of $300?" "Shark Tank" investor <a href="https://www.benzinga.com/news/25/02/43978834/kevin-oleary-says-government-needs-more-more-cutting-urges-slashing-and-hacking-to-fix-federal-spending">Kevin O'Leary</a> says it feels rational when a logo gives buyers a sense of belonging.&nbsp;
In a May 9<a href="https://www.instagram.com/reel/DJb4a7KPiLD/?locale=es_us"> Instagram Reel</a>, O'Leary compared Apple's (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) MacBook with bargain Microsoft (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) Windows laptops, arguing that brands are built around communities.&nbsp;
His premise: hardware parity fades once a company wraps its products in identity, service, and storytelling—and that moat is worth every premium dollar for both investors and everyday shoppers.
Don't Miss:
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<li>Hasbro, MGM, and Skechers trust this AI marketing firm — <a href="https://www.benzinga.com/money/rad-intel">Invest before it's too late.</a></li>
<li>Maker of the $60,000 foldable home has 3 factory buildings, 600+ houses built, and big plans to solve housing — <a href="https://www.benzinga.com/money/boxabl-scaling-fast-from-spacex-orders-to-600-homes-built-this-60k-foldable-home-may-be-the-future-of-housing">this is your last chance to become an investor for $0.80 per share.</a></li>
</ul>
<h2 class="wp-block-heading">Community-Fueled Pricing Power</h2>
In the clip, the businessman says that a $300 Windows laptop can "do the exact same thing" as a Mac. Yet, Apple customers still gladly pay six-fold because the brand "solves a problem" deeper than specs: it signals creativity, reliability, and shared values.
Hardware alone rarely drives devotion. Apple's customer-retention rate stood at 89% in the 12 months to March 2024, down from 94% yet still towering over Samsung's 77%,<a href="https://appleinsider.com/articles/25/05/21/apple-iphone-still-dominates-consumer-smartphone-brand-loyalty-despite-modest-drop"> according to AppleInsider</a> citing data from Consumer Intelligence Research Partners.
The firm surveyed phone owners immediately after upgrading and found that 90% of former iPhone users bought another iPhone, underscoring O'Leary's point: exiting the ecosystem feels like abandoning friends.
Trending: Maximize saving for your retirement and cut down on taxes: <a href="https://www.benzinga.com/money/wideradvisor-retirement-planning">Schedule your free call with a financial advisor to start your financial journey – no cost, no obligation</a>.&nbsp;
Brand love extends beyond phones. According to the March 5, Brand Loyalty Index by <a href="https://gofishdigital.com/blog/2025-brand-loyalty-index/">Go Fish Digital</a>, 55.2% of 3,244 surveyed consumers pledged unwavering allegiance to Apple—ranking it the top tech name and second overall behind Amazon (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>).&nbsp;
Louisiana topped the chart for customer loyalty, proof that geography matters less than identity. While respondents said convenience is king, many consumers say they stick with brands that reflect their values and foster a sense of belonging—echoing O'Leary's insight that products become movements when buyers feel seen.
The loyalty shows up in earnings. Apple <a href="https://www.apple.com/newsroom/2025/05/apple-reports-second-quarter-results/">reported</a> that its fiscal second-quarter revenue climbed 5% to $95.4 billion.&nbsp;
Chief Financial Officer Kevan Parekh credited "high levels of customer loyalty and satisfaction" for another all-time-high installed base while announcing a $100 billion buyback. O'Leary argues that such financial breathing room lets <a href="https://www.benzinga.com/news/25/03/44109824/apples-500b-u-s-investment-analyst-calls-it-completely-unrealistic-questions-where-the-money-will-come-from">Apple</a> launch ancillary services that reinforce the brand and lock in users.
See Also: ‘Scrolling To UBI' — Deloitte's #1 fastest-growing software company allows users to earn money on their phones. <a href="https://www.benzinga.com/money/mode-mobile-2">You can invest today for just $0.30/share with a $1000 minimum.</a>&nbsp;
Fresh hardware keeps the flywheel spinning. When Apple unveiled its M3-powered iPad Air on March 4, Vice President of Worldwide Product Marketing Bob Borchers <a href="https://www.apple.com/newsroom/2025/03/apple-introduces-ipad-air-with-powerful-m3-chip-and-new-magic-keyboard/">called</a> the tablet's performance-portability combo "unmatched."
<a href="https://www.reddit.com/r/ipad/comments/1j8in8m/cant_wait_for_this_to_ship_my_first_ipad/">Reddit users</a> showed that many fans trusted Apple's promise before benchmarks came out. They shared how fast they ordered and got their iPads. The underlying idea: deliver on that promise often enough and the premium price tag becomes a badge rather than a hurdle.
O'Leary repeated the playbook in an <a href="https://www.inc.com/christine-lagorio/what-really-builds-a-customer-base-according-to-mr-wonderful-your-authenticity/91184414">Inc. interview</a> on May 8, advising founders to broadcast authenticity on social media and let customers do the branding for them—a tactic he says turned Wicked Good Cupcakes into a multimillion-dollar exit.&nbsp;
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<li>Inspired by Uber and Airbnb &#8211; Deloitte's fastest-growing software company is transforming 7 billion smartphones into income-generating assets &#8211; <a href="https://www.benzinga.com/money/mode-mobile-2">with $1,000 you can invest at just $0.30/share!</a></li>
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'Why Pay $1,800 Instead Of $300?' Kevin O'Leary Breaks Down The Real Reason Apple Fans Keep Buying — And How You Can Copy It

Broadcom Inc&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>) <a href="https://www.benzinga.com/topic/semiconductors" target="_blank" rel="noreferrer noopener">stock is trading higher</a> Thursday, coinciding with Nvidia Corp&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) upbeat quarterly results.
Nvidia reported <a target="_blank" href="https://www.benzinga.com/25/05/45668058/marvell-rallies-after-nvidia-surge-ai-chip-demand-and-tariff-relief-lift-outlook" rel="noreferrer noopener">first-quarter revenue</a> of $44.1 billion, up 69% year-over-year and 12% from the fourth quarter. The revenue beat a Street consensus estimate of $43.2 billion.
Excluding the charges related to restrictions on chip sales to China, Nvidia said adjusted earnings would have been 96 cents per share.
Nvidia is guiding second-quarter revenue of $45 billion, +/- 2%.
Also Read: <a href="https://www.benzinga.com/trading-ideas/movers/25/05/45448759/broadcom-unveils-next-gen-optical-chip-tech-to-power-ai-data-centers" target="_blank" rel="noreferrer noopener">Broadcom Unveils Next-Gen Optical Chip Tech To Power AI Data Centers</a>
<h3 class="wp-block-heading">Broadcom Benefits</h3>
China accounted for 20.3% of Broadcom&#8217;s <a target="_blank" href="https://www.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" rel="noreferrer noopener">revenue in fiscal 2024</a>, down from 32.2% in fiscal 2023 and 35.0% in fiscal 2022.
But now that <a href="https://www.benzinga.com/government/regulations/25/05/45672421/tariffs-blocked-by-court-but-goldman-sachs-says-trump-could-reimpose-them-within-days">the federal court is challenging</a> President Donald Trump&#8216;s global tariffs under the International Emergency Economic Powers Act, observers expect Broadcom&#8217;s stock to rally. It opened Thursday at $245.76 per share.
Broadcom chief Hock Tan expects the company to generate tens of billions of dollars in additional annual revenue from AI chips by 2027. He also anticipates customers will build clusters of up to 1 million AI chips.
Broadcom&nbsp;stock surged over 72% in the last 12 months. In April, BofA Securities analyst Vivek Arya chose Broadcom <a target="_blank" href="https://www.benzinga.com/25/04/44963215/nvidia-and-broadcom-chosen-as-top-semiconductor-picks-for-ai-leadership-and-custom-silicon-dominance-analyst" rel="noreferrer noopener">as a favorite</a>, citing demand for AI computing with an additional tailwind from the ongoing shift toward compute-hungry test-time computing and reasoning models. He dismissed concerns over Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) canceling new data center leases and Amazon.Com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) pausing certain lease discussions.&nbsp;Arya highlighted that AI demand is simply shifting between vendors rather than disappearing.
Wall Street analysts projected Broadcom&#8217;s second-quarter revenue to be $14.97 billion and EPS to be $1.56.
Price Action: AVGO stock is trading higher by 0.13% to $239.73 at the last check on Thursday.
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Image: Shutterstock

When Nvidia Wins, Broadcom Climbs: AI Boom Sends Chip Stocks Soaring

OpenAI&#8216;s ambitious plan to restructure into a $300 billion public-benefit corporation is encountering significant obstacles as state regulators demand independent valuations and major investors clash over equity distribution.
What Happened: Delaware&#8217;s attorney general is hiring an investment bank to independently value the equity OpenAI&#8217;s nonprofit parent will hold in the new for-profit entity, <a href="https://www.wsj.com/tech/ai/openai-profit-value-delaware-ag-bank-ff7b4718">reported</a> The Wall Street Journal, citing sources. 
The artificial intelligence company aims to convert its for-profit subsidiary into a public-benefit corporation valued at $300 billion, matching its most recent funding round valuation.
The restructuring needs approval from attorneys general in Delaware and California. OpenAI must fairly allocate equity to its nonprofit parent while appeasing private investors.
Microsoft (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), its largest backer, can block the deal and is disputing its equity share. Both sides have hired investment banks for guidance.
Delaware&#8217;s attorney general did not immediately respond to <a href="http://pro.benzinga.com/" target="_blank" rel="noreferrer noopener">Benzinga</a>'s request for comment.
See Also: <a href="https://www.benzinga.com/media/25/05/45664231/teslas-optimus-may-be-the-first-humanoid-robot-to-achieve-high-volume-and-tech-scale-says-nvidia-ceo-jensen-huang-likely-to-be-the-next-multi-trillion-dollar-industry">Tesla&#8217;s Optimus May Be The First Humanoid Robot To Achieve High Volume And Tech Scale, Says Nvidia CEO Jensen Huang: &#8216;&#8230; Likely To Be The Next Multi-Trillion Dollar Industry&#8217;</a>
Why It Matters: OpenAI faces a year-end deadline or risks losing up to $20 billion from SoftBank. It needs the funding to develop new AI models, ship 100 million AI companion devices, and expand global data centers under its Stargate project.
The conversion also faces legal challenges from co-founder Elon Musk, who is attempting to block the <a href="https://www.benzinga.com/markets/25/05/45213089/openai-reverses-course-as-sam-altman-says-nonprofit-will-remain-in-control-amid-elon-musks-lawsuit-and-investor-pushback">restructuring through litigation scheduled for trial next year</a>.
The restructuring marks OpenAI&#8217;s transition from its 2015 nonprofit founding to a for-profit model aimed at attracting investment and achieving profitability. OpenAI plans to reduce <a href="https://www.benzinga.com/25/05/45244190/microsoft-faces-fresh-revenue-hit-as-openai-plans-to-reduce-payouts-by-2030-report">Microsoft&#8217;s revenue share from 20% to 10%</a> by 2030.
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Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo Courtesy: Meir Chaimowitz on Shutterstock.com

Legal

Startups

Exclusives

OpenAI's $300 Billion Public-Benefit Shift Faces Scrutiny As Delaware AG Moves To Hire Investment Bank for Independent Valuation: Report

C3.ai Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AI#NYSE">AI</a>) said that it was positioning itself to tap the $47 billion growing market of AI agents by 2030. The company also highlighted key achievements that were made in collaboration with its &#8220;army of partners.&#8221;
What Happened: The enterprise AI application pure-play announced strong fourth-quarter and full fiscal year 2025 results, revealing its Agentic AI solutions business is already annualizing at an impressive $60 million in recurring revenue.
Speaking during the company&#8217;s fourth quarter earnings call, Chairman and CEO Tom Siebel expressed strong confidence in C3.ai&#8217;s advantageous position.
&#8220;We have today, I think, over 100 Agentic AI solutions deployed out there in defense, in intelligence, in state government, in local government, in manufacturing, in oil and gas, in paper and pulp, and this is a large and rapidly growing business,&#8221; Siebel stated.
He added, &#8220;As of the fourth quarter, this is about a $60 million ARR business. We have, depending on how you count, someplace between 20 and 100 Agentic AI solutions out there in production, in the hands of happy customers.&#8221;
Siebel also said that the company was setting its sights squarely on the burgeoning Agentic AI market, a segment projected to reach a staggering $47.1 billion by 2030, according to Gartner. &#8220;We are well positioned to capitalize on this trend through our production ready solutions,&#8221; he said.
Furthermore, C3.ai highlighted its unique market position, with Siebel stating, &#8220;We&#8217;re the only enterprise AI application pure play that&#8217;s out there. We&#8217;re selling, I think, today in over 600 accounts as of today that we&#8217;re jointly selling with Microsoft.&#8221;
Citing its &#8220;army of partners,&#8221; Siebel highlighted the growth it has achieved because of them.
The robust partner ecosystem, including deepened alliances with Microsoft Corp.&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) Azure, Amazon.com Inc.&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) AWS, Alphabet Inc.&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) Google Cloud, McKinsey&#8216;s QuantumBlack, and a new strategic alliance with PwC, collectively drove 73% of agreements in the past year.
See Also: <a href="https://www.benzinga.com/general/market-summary/25/05/45611941/quantum-computing-stocks-in-focus-pure-play-vs-large-caps-heres-a-look-at-the-valuations" target="_blank" rel="noreferrer noopener">Quantum Computing Stocks In Focus: Pure Play Vs. Large Caps – Here's A Look At The Valuations</a>
Why It Matters: <a href="https://www.benzinga.com/news/earnings/25/05/45657936/c3-ai-stock-jumps-after-q4-results-top-estimates">C3.AI beat analyst estimates</a> on both the top and bottom lines for the fourth quarter. Its fourth quarter revenue came in at $108.7 million, versus estimates of $107.73 million, whereas it reported an adjusted loss of 18 cents, versus estimates of a 20-cent loss.
The company expects first-quarter revenue in the range of $100 million to $109 million, versus the estimates of $105 million. Its fiscal-year 2026 revenue is in the range of $447.5 million to $484.5 million, versus estimates of $467.19 million.
C3.ai shares dropped 3.76% on Wednesday and rose 12.42% in after-hours. It was 33.60% lower on a year-to-date basis and down 3.76% over a year.
Benzinga Edge Stock Rankings shows that C3.ai had a stronger price trend over the short and medium term but a weaker trend over the long term. Its momentum ranking was poor, and its value ranking was moderate at the 52.69th percentile. The details of other metrics are <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">available here</a>.
<figure class="wp-block-image size-large"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img loading="lazy" decoding="async" width="1024" height="138" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/29040032/AI-EDGE-1024x138.png" alt="" class="wp-image-931024" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/29040032/AI-EDGE-1024x138.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/29040032/AI-EDGE-300x40.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/29040032/AI-EDGE-768x103.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/29040032/AI-EDGE.png 1210w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
The SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) and Invesco QQQ Trust ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>), which track the S&amp;P 500 index and Nasdaq 100 index, respectively, fell on Wednesday. The SPY was down 0.58% to $587.73, while the QQQ declined 0.44% to $518.91, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a> data.
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Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors. 
Photo courtesy: Poetra.RH / Shutterstock.com

Equities

Market Summary

Futures

C3.ai Eyes $47 Billion Agentic AI Market By 2030 With $60 Million ARR: 'We Are Well Positioned To Capitalize,' Says CEO

Kevin O'Leary is on a mission to make AI fluency essential for business leaders—and he's hiring trainers to make it happen.
What Happened: On Wednesday, O&#8217;Leary, fondly known as &#8220;Mr Wonderful,&#8221; shared a video on X, announcing that he&#8217;s hiring professionals to train CEOs on how to use artificial intelligence tools across all areas of business. 
"Mastering AI tools is the new literacy," he wrote. "If you can teach it, you'll have job security for life."
In the video, the "Shark Tank" investor explained that his firm is launching a platform called Wonder Engine to streamline AI solutions for marketing, sales, customer service and more.&nbsp;
"We're choosing amongst all the offerings and creating a package," O'Leary said. "But we need more people to train everybody how to use Wonder Engine."
See Also:&nbsp;<a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/05/45548615/alphabet-well-positioned-for-google-search-dominance-analyst-says-can-navigate-the-shift-to-ai-search" target="_blank" rel="noreferrer noopener">Alphabet ‘Well Positioned' For Google Search Dominance: Analyst Says Can ‘Navigate The Shift To AI Search'</a>
<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">I'm hiring people right now to teach AI to CEOs. Why? Because mastering AI tools is the new literacy. If you can teach it, you'll have job security for life. <a href="https://t.co/ieqHTaJG9D">pic.twitter.com/ieqHTaJG9D</a>
&mdash; Kevin O&#39;Leary aka Mr. Wonderful (@kevinolearytv) <a href="https://twitter.com/kevinolearytv/status/1927895415677972934?ref_src=twsrc%5Etfw">May 29, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
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Why It's Important: O'Leary's remarks signal a growing shift in business culture—AI is no longer just for engineers.
As automation tools become <a href="https://www.benzinga.com/tech/25/05/45613320/ai-is-gutting-entry-level-jobs-and-gen-z-is-paying-the-price-warns-linkedins-aneesh-raman">essential in day-to-day operations</a>, those who can teach and implement them may be some of the most in-demand professionals in the years ahead.
According to data from Statista, the global artificial intelligence (AI) market is projected to reach a value of $244.22 billion in 2025. The market is expected to expand at a compound annual growth rate (CAGR) of 26.6% between 2025 and 2031, eventually reaching a market volume of approximately $1.01 trillion by the end of the forecast period.
Among global markets, the U.S. is poised to lead with an estimated AI market size of $73.98 billion in 2025.
Microsoft Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) and Nvidia Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) are currently the two most valuable companies in the world by market capitalization, a status largely fueled by their strong positions in the rapidly growing AI sector.
Microsoft deepened its AI footprint <a href="https://www.benzinga.com/media/25/05/45634446/microsoft-pulls-ahead-in-ai-race-with-key-partnerships-across-openai-nvidia-and-elon-musks-xai">through a major partnership</a> with OpenAI, embedding advanced AI tools across its cloud services, productivity software and search engine.
Nvidia, meanwhile, <a href="https://www.benzinga.com/news/25/05/45602111/600b-ai-opportunity-nvidias-18000-chip-deal-with-saudi-arabias-humain-puts-middle-east-front-of-the-line-says-wedbushs-dan-ives">supplies the high-performance GPUs</a> that power nearly all modern AI systems, making its hardware essential to the global AI infrastructure.
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>.
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Kevin O'Leary Wants To Teach Every CEO How To Use AI And He's Hiring People To Do It: 'You'll Have Job Security For Life'

Chinese AI startup DeepSeek, which triggered a <a href="https://www.benzinga.com/markets/equities/25/01/43256425/nvidia-says-deepseek-an-illustration-of-how-new-ai-models-can-be-created-while-being-export-control-compliant-amid-600-billion-market-value-plunge">$600 billion drop</a> in Nvidia Corporation's (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) market value with the release of its R1 model in January, has quietly launched an updated version of its reasoning model.
What Happened: The model, dubbed R1-0528, was uploaded in the early hours of Thursday to the developer platform Hugging Face without a formal public announcement, reported Reuters.
Despite the low-key release, the model quickly gained attention.
On the LiveCodeBench leaderboard—a benchmark created by researchers from UC Berkeley, MIT and Cornell—R1-0528 ranked just behind OpenAI's o4 mini and o3 models in code generation.
See Also:&nbsp;<a href="https://www.benzinga.com/tech/25/05/45486639/sundar-pichai-reveals-google-parent-once-super-intensely-debated-about-buying-netflix-in-a-world-of-butterfly-effects" target="_blank" rel="noreferrer noopener">Sundar Pichai Reveals Google-Parent Once Super Intensely Debated About Buying Netflix: ‘In A World Of Butterfly Effects…&#8217;</a>
It <a href="https://www.benzinga.com/trading-ideas/movers/25/04/44625580/alibaba-steps-up-ai-game-with-qwen-3-challenging-deepseeks-low-cost-ai-success">also outperformed</a> xAI's Grok 3 mini and Alibaba Group Holdings's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) Qwen 3, underscoring DeepSeek's rising status.
DeepSeek's more advanced model, R2, is still expected later this year, the report added.
Why It's Important: Following R1's release in January, major Chinese firms like Alibaba and Tencent Holdings (OTC:<a class="ticker" href="https://www.benzinga.com/stock/TCEHY#OTC">TCEHY</a>) have <a href="https://www.benzinga.com/25/03/44101621/deepseek-loses-top-spot-as-tencents-yuanbao-ai-becomes-no-1-iphone-app-amid-intensifying-ai-battle">launched models that they</a> say outperform DeepSeek's.
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.
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 also rolled out lower-cost Gemini access tiers, while OpenAI reduced pricing and introduced its o3 Mini model, designed to operate with reduced computational demands.
Previously, Demis Hassabis, CEO of Google DeepMind, acknowledged DeepSeek's AI model as arguably the most <a href="https://benzinga.com/markets/25/02/43586484/google-deepmind-ceo-calls-deepseek-ai-best-work-from-china-but-says-hype-is-overblown-theres-no-actual-new-scientific-advance">impressive to emerge from China</a>, while Alphabet CEO Sundar Pichai <a href="https://www.benzinga.com/25/02/43487551/sundar-pichai-acknowledges-deepseeks-ai-advancementsbut-says-googles-gemini-still-leads-in-cost-performance-and-latency">downplayed the threat</a> posed by the startup.
After witnessing China's DeepSeek top the App Store with an AI product built by just 200 engineers, Microsoft Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) CEO Satya Nadella reportedly <a href="https://www.benzinga.com/25/03/44529954/microsoft-ceo-satya-nadella-admits-chinas-deepseek-was-a-wake-up-call-tells-employees-its-time-to-build-real-products-not-just-research-thats-the-new-bar-to-me">pushed his teams to deliver results</a> with similar speed and real-world impact.
Benzinga Edge Stock Rankings awarded NVDA an impressive growth score of 98.75%. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">Click here to compare it with other top-performing stocks such</a> as Alphabet, Alibaba, Tencent, Microsoft and more.
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img decoding="async" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/29023210/Screenshot-2025-05-29-at-7.06.23%E2%80%AFAM-2.png" alt="" class="wp-image-930896" /></a></figure>
Photo Courtesy: mundissima on Shutterstock.com
Check out more of Benzinga&#8217;s Consumer Tech coverage by&nbsp;<a href="https://www.benzinga.com/topic/consumer-tech" target="_blank" rel="noreferrer noopener">following this link</a>.
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Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

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China's DeepSeek Quietly Drops R1 AI Update That Nearly Matches OpenAI o4 Mini—And Beats Elon Musk's Grok 3 Mini

Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) is reportedly preparing a rebrand of its software platforms by introducing a year-based naming system.
What Happened: At its Worldwide Developers Conference on June 9, Apple could unveil the new strategy, <a href="https://www.bloomberg.com/news/articles/2025-05-28/apple-to-rebrand-device-operating-systems-ios-26-macos-26-watchos-26?srnd=undefined">reported</a> Bloomberg on Wednesday, citing people with knowledge of the matter.
As per the report, the tech giant will replace the current version numbers like iOS 18 and macOS 15 with year-based names, such as iOS 26, macOS 26, and iPadOS 26.
The idea behind this is to simplify the naming process, which currently has some inconsistencies because of its varied launch dates.
Apple did not immediately respond to <a href="https://pro.benzinga.com/dashboard">Benzinga's</a> request for comments.
See Also: <a href="https://www.benzinga.com/25/05/45638355/headline-apples-former-design-chief-jony-ive-called-phones-and-laptops-legacy-platforms-google-ceo-sundar-pichai-said-pulling-out-a-black-glass-rectangle-wont-make-sense-forever-though-new-age-devices-havent-really-taken-off-yet">Apple&#8217;s Former Design Chief Jony Ive Called Phones And Laptops &#8216;Legacy Platforms:&#8217; Sundar Pichai Says Pulling Out A &#8216;Black Glass Display Rectangle&#8217; Won&#8217;t Make Sense Forever</a>
Why It's Important: In 2020, Samsung Electronics Co. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>) also made a similar move by launching the Galaxy S20 after releasing the Galaxy S10 in 2019.
Microsoft Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) also did this back in 1995 by naming its operating systems after their release years like Windows 95, Windows 98 and Windows 2000.
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.
Although in this case, Apple is taking a slightly different approach by using the upcoming year instead of the ongoing one. For example, the next iOS update is expected to launch in September 2025, but will name named iOS 26, the report added.
Price Action: Apple&#8217;s stock edged up by 0.10% during Wednesday's regular trading session and saw a more notable gain of 3.49% in after-hours trading, according to <a href="http://pro.benzinga.com/">Benzinga Pro</a>.
According to Benzinga Edge Stock Rankings, Apple received a growth score of 32.99%. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">Click here to see how it compares to other leading stocks</a> like Samsung and Microsoft.
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img decoding="async" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/28232122/Screenshot-2025-05-29-at-8.49.24%E2%80%AFAM.png" alt="" class="wp-image-930800" /></a></figure>
Photo Courtesy: charnsitr on Shutterstock.com
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