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Apple is among the largest companies in the world, with a broad portfolio of hardware and software products targeted at consumers and businesses. Apple's iPhone makes up a majority of the firm sales, and Apple's other products like Mac, iPad, and Watch are designed around the iPhone as the focal point of an expansive software ecosystem. Apple has progressively worked to add new applications, like streaming video, subscription bundles, and augmented reality. The firm designs its own software and semiconductors while working with subcontractors like Foxconn and TSMC to build its products and chips. Slightly less than half of Apple's sales come directly through its flagship stores, with a majority of sales coming indirectly through partnerships and distribution.

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El creador de ChatGPT descarta el uso masivo de TPUs de Google, consolidando su apuesta por las GPUs de Nvidia y los chips de AMD.

Nvidia refuerza alianza con OpenAI tras rechazo a TPUs masivos de Google

Apple Inc

Despite Apple Inc.&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) recent management overhaul, CEO&nbsp;Tim Cook&nbsp;is facing mounting criticism from analysts over his leadership and the company&#8217;s innovation strategy.
What Happened: Craig Moffett of MoffettNathanson, who is one of the few analysts with a Sell recommendation on Apple stock, acknowledges Cook&#8217;s successful tenure but questions the lack of major new products under his leadership, <a href="https://fortune.com/2025/07/12/apple-ceo-tim-cook-leadership-stock-outlook-ai-strategy/">Fortune</a> reported.
Check out the current price of&nbsp;<a href="https://benzinga.com/quote/aapl" target="_blank" rel="noreferrer noopener">AAPL stock here</a>.
&#8220;They&nbsp;haven't produced a major new&nbsp;product outside of possibly the&nbsp;earbuds in a decade,&#8221; Moffett said. &#8220;Apple&nbsp;has done far more to&nbsp;innovate process than it has&nbsp;product over Tim Cook's tenure.&#8221;
Moffett&#8217;s comments reflect a growing unease among investors about Apple&#8217;s ability to deliver transformative products under Cook&#8217;s leadership.
&#8220;Apple is unprepared for something that transformational,&#8221; stated Moffett.
While Cook&#8217;s record is undeniable, Moffett noted that the company&#8217;s success has largely been due to &#8220;exquisitely executing strategies and manufacturing&nbsp;products that were set in&nbsp;motion years before.&#8221;
SEE ALSO:&nbsp;<a href="https://benzinga.com/crypto/cryptocurrency/25/07/46377385/bitcoin-ethereum-xrp-dogecoin-extend-rally-as-btc-eyes-120000" target="_blank" rel="noreferrer noopener">Bitcoin, Ethereum, XRP, Dogecoin Extend Rally As BTC Eyes $120,000 &#8211; Benzinga</a>
Why It Matters: Earlier in the month, analysts suggested that Apple may benefit from a&nbsp;new CEO focused on<a href="https://www.benzinga.com/markets/tech/25/07/46337313/apple-needs-product-focused-ceo-say-analysts-as-tim-cook-faces-heat-over-ai-failures-and-innovation-slump"> product innovation</a>, particularly in the field of artificial intelligence (AI). This suggestion followed the impending departure of Apple&#8217;s Chief Operating Officer,&nbsp;Jeff Williams.
This scrutiny comes at a time when Apple is undergoing a <a href="https://www.benzinga.com/news/25/07/46407162/apple-undergoing-major-management-overhaul-but-ceo-tim-cook-to-stay-on">significant management</a> reshuffle. Despite the company&#8217;s recent crisis and the departure of key executives, Cook remains at the helm.
Besides failure to innovate, Tim Cook has been a target of President Donald Trump&#8216;s criticism due to his inability to shift iPhone production back to the U.S. White House trade advisor Peter Navarro recently expressed his dissatisfaction with Cook&#8217;s slow <a href="https://www.benzinga.com/markets/tech/25/07/46313502/peter-navarro-slams-apple-ceo-tim-cook-over-slow-production-shift-out-of-china-despite-buying-time-since-trumps-first-term-longest-running-soap-opera-in-silicon-valley">production shift</a> out of China. Navarro labeled this as the &#8220;longest-running soap opera in Silicon Valley.&#8221;
Despite these criticisms, Apple&#8217;s stock has remained relatively stable. However, the ongoing concerns about the company&#8217;s innovation and leadership could potentially impact its future performance.
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="750" height="120" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/15061558/image-166.png" alt="" class="wp-image-985595" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/15061558/image-166.png 750w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/15061558/image-166-300x48.png 300w" sizes="(max-width: 750px) 100vw, 750px" /></figure>
Apple offers poor Momentum and Value, while scoring well on the Quality metric as per&nbsp;<a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound" target="_blank" rel="noreferrer noopener">Benzinga&#8217;s Proprietary Edge Rankings.&nbsp;</a>
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<li><a href="https://www.benzinga.com/markets/tech/25/07/46408440/apples-ai-strategy-costs-630-billion-in-market-cap-investors-want-the-company-to-look-at-acquisitions">Apple&#8217;s AI Strategy Costs $630 Billion in Market Cap: Investors Want The Company To Look At Acquisitions </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.

Analyst With Sell Rating On AAPL Stock Warns Tim Cook's Company 'Is Unprepared For Something That Transformational'

Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) supplier Foxconn is set to enter the Japanese market with the company's bespoke EV buses, thanks to subsidies offered by the Taiwanese government.
What Happened: Purchasing and operating EVs certified by the government is eligible for receiving over $181,000 in subsidies, almost half the value of an EV bus, Nikkei Asia reported <a href="https://asia.nikkei.com/Business/Automobiles/Electric-vehicles/Foxconn-EV-buses-set-to-enter-Japan-on-back-of-Taiwan-subsidies">on</a> Tuesday.
Foxconn's Model T bus is one of 6 eligible EV buses to receive the subsidies. The Model T offers a range of over 249 miles (400 kilometers) on a single charge, the report suggests.
The company plans to launch the Model T as well as the Model U microbus in Japan by 2027, supplying parts to Mitsubishi Fuso Truck and Bus Corporation, the report suggests.
Why It Matters: The news comes as Foxconn had earlier <a href="https://www.benzinga.com/25/05/45667851/apple-supplier-foxconn-set-to-announce-second-japanese-auto-partner-as-it-turns-to-evs">signed an MoU</a> or Memorandum of Understanding with Japan's Mitsubishi Motors to jointly develop an EV.
Other Chinese companies are also bolstering their presence, with Chinese EV giant BYD Co. Ltd. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/BYDDY#OTC">BYDDY</a>) (OTC:<a class="ticker" href="https://www.benzinga.com/stock/BYDDF#OTC">BYDDF</a>) expanding its <a href="https://www.benzinga.com/markets/25/05/45560953/byds-europe-pivot-in-full-swing-with-new-26000-affordable-ev-amid-tesla-sal">footprint in Europe</a>. BYD also launched the <a href="https://www.benzinga.com/markets/tech/25/07/46187880/tesla-rival-byd-launches-11000-long-range-trim-of-its-best-selling-seagull-ev-as-price-war-heats-up">long-range version</a> of its best-selling Seagull EV for $11,000 in China.
Elsewhere, Xiaomi Corp (OTC:<a class="ticker" href="https://www.benzinga.com/stock/XIACY#OTC">XIACY</a>) (OTC:<a class="ticker" href="https://www.benzinga.com/stock/XIACF#OTC">XIACF</a>) CEO Lei Jun also shared that the company plans to expand its presence <a href="https://www.benzinga.com/markets/asia/25/07/46241878/tesla-rival-xiaomi-wants-to-sell-cars-internationally-starting-2027-ceo-lei-jun-says">in other markets</a> and sell its cars internationally.
Check out more of Benzinga&#8217;s Future Of Mobility coverage by<a href="https://www.benzinga.com/topic/mobility"> following this link.</a>
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Image Via Shutterstock

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Apple Supplier Foxconn To Enter Japanese Market With EV Buses Backed By Taiwan Subsidies

Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) CEO Mark Zuckerberg is investing heavily in AI as the company plans to build data centers that would use over 1 Gigawatt of power each.
Check out the current price of <a href="https://benzinga.com/quote/META">META stock here</a>.
What Happened: The news, first reported by Semianalysis <a href="https://semianalysis.com/2025/07/11/meta-superintelligence-leadership-compute-talent-and-data/#the-more-you-buy-the-more-you-save-obbb-edition">on</a> Friday and then by Business Insider <a href="https://www.businessinsider.com/meta-mark-zuckerberg-building-ai-data-centers-tents-catch-up-2025-7">on</a> Monday, shared how Zuckerberg was building data centers for AI in tents, in a move that's similar to Elon Musk's Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>).
Musk's EV giant, in 2018, was manufacturing Tesla Model 3 cars in what Musk called a &#8220;tent,&#8221; outside of the Fremont, California, manufacturing facility in a bid to speed up production of the product and improve its Speed to Market.
<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">No standard automotive solution could be built in time, so we created a new solution. It is working &amp; has slightly higher quality than the more traditional general assembly line. Perhaps most surprising is that the total cost of production in the Sprung tent is lower.
&mdash; Elon Musk (@elonmusk) <a href="https://twitter.com/elonmusk/status/1011849186692616194?ref_src=twsrc%5Etfw">June 27, 2018</a></blockquote>
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"Inspired by xAI&#8217;s unprecedented time-to-market, Meta is embracing a datacenter design that prioritizes speed above all else,&#8221; Semianalysis shared in the report.
Zuckerberg confirmed the story in a post on Facebook on Monday. "We&#8217;re actually building several multi-GW clusters. We&#8217;re calling the first one Prometheus, and it&#8217;s coming online in &#8217;26." Zuckerberg said.
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="355" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/15055205/Zuck-facebook-1024x355.jpg" alt="" class="wp-image-985547" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/15055205/Zuck-facebook-1024x355.jpg 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/15055205/Zuck-facebook-300x104.jpg 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/15055205/Zuck-facebook-768x266.jpg 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/15055205/Zuck-facebook-1536x532.jpg 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/15055205/Zuck-facebook-2048x710.jpg 2048w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
Source: Mark Zuckerberg via Facebook
The CEO also added that the company's second Hyperion data center could "scale up to 5GW" of power.
Why It Matters: The news comes as Meta's Superintelligence Lab is reportedly considering moving to a <a href="https://www.benzinga.com/markets/tech/25/07/46409092/metas-superintelligence-lab-may-kill-open-source-ai-in-bold-strategy-shake-up-report">closed-source model</a> for its AI. This comes after Zuckerberg confirmed Meta would invest <a href="https://www.benzinga.com/trading-ideas/movers/25/07/46400815/meta-commits-hundreds-of-billions-to-build-massive-ai-clusters-in-race-for-superintelligence">hundreds of billions</a> of dollars to achieve Superintelligence.
Meta's aggressive AI push could send tremors around the sector, with the company <a href="https://www.benzinga.com/markets/tech/25/07/46382291/mark-zuckerberg-poaches-sam-altmans-talent-with-multimillion-dollar-offers-to-build-metas-ai-team">poaching top AI talent</a> from competitors like Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) and OpenAI.
Elsewhere, Musk's xAI is also establishing itself as a key player in the AI industry, as the company was recently <a href="https://www.benzinga.com/markets/tech/25/07/46407317/elizabeth-warren-rips-pentagon-deal-with-elon-musks-xai-days-after-company-apologized-for-groks-horrific-behavior-what-could-possibly-go-wrong">awarded defense contracts</a> worth over $200M by the Pentagon. xAI also announced that its model Grok is <a href="https://www.benzinga.com/markets/tech/25/07/46407767/elon-musks-xai-launches-grok-for-government-after-winning-200-million-pentagon-contract">available to purchase</a> for government agencies and institutions.
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="199" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/15055927/META-JUL-15-2025-1024x199.jpg" alt="" class="wp-image-985556" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/15055927/META-JUL-15-2025-1024x199.jpg 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/15055927/META-JUL-15-2025-300x58.jpg 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/15055927/META-JUL-15-2025-768x149.jpg 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/15055927/META-JUL-15-2025-1536x298.jpg 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/15055927/META-JUL-15-2025.jpg 1549w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
Meta scores well on Momentum, Quality and Growth metrics, but offers poor Value. For more such insights, sign up for <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound" target="_blank" rel="noreferrer noopener">Benzinga Edge Stock Rankings</a> today!
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Photo courtesy: Frederic Legrand &#8211; COMEO / Shutterstock.com

Elon Musk's Tesla Once Built Cars In A Tent To Meet Production Goals: Now, Mark Zuckerberg Is Channeling His Nemesis As Meta Builds AI Data Centers In Tents

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

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

Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) is under growing pressure from investors to overhaul its artificial intelligence strategy, after a sharp decline in its share price this year.
Check out the current price of AAPL stock here.
What Happened: Apple has lost approximately $630 billion in market value in 2025, with investors increasingly frustrated over the company's perceived lag in AI innovation, Bloomberg reported <a href="https://www.bloomberg.com/news/articles/2025-07-14/apple-faces-calls-to-reboot-ai-strategy-with-shares-slumping">on</a> Monday.
Investors are now urging Apple to depart from its conservative M&amp;A approach and consider substantial acquisitions in the AI space.
&#8220;Historically, Apple does not do big mergers and acquisitions,&#8221; said Atif Malik, an analyst at Citigroup Inc., noting that Apple's last major deal was its $3 billion acquisition of Beats in 2014. However, he believes investor sentiment would improve if Apple were to buy or take a significant stake in a well-established AI company.
See Also: <a href="https://benzinga.com/crypto/cryptocurrency/25/07/46394828/bitcoin-eth-xrp-solana-are-in-for-a-long-and-exhausting-bull-market-bernstein-predicts" target="_blank" rel="noopener">Bitcoin, ETH, XRP, Solana Are In For A &#8216;Long And Exhausting Bull Market,&#8217; Bernstein Predicts</a>
Apple&#8217;s shares have plummeted by 14.45% this year, while its competitors, such as Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>), are thriving due to their substantial investments in AI.
The company's lack of compelling AI features within its device ecosystem has become a major sticking point for investors.
Why It Matters: In February 2025, it was reported that Apple and Meta are in a <a href="https://www.benzinga.com/tech/25/02/43759759/apple-and-meta-in-race-to-develop-ai-powered-humanoid-robots">race to develop AI-powered humanoid robots</a>.
Investor frustration deepened last month following the underwhelming Worldwide Developers Conference (WWDC). Critics noted the absence of major AI updates, particularly a delayed Siri overhaul. Bloomberg's Mark Gurman described the event's AI showing as "startlingly minimal."
Last month, Apple&#8217;s Worldwide Developers Conference ended up being underwhelming, leading to <a href="https://www.benzinga.com/trading-ideas/movers/25/06/45892008/apples-ai-future-in-question-stock-falls-after-wwdc-2025-event">investor concerns</a>. The market's response indicated that the minor updates and postponed revamp of Siri didn't resonate well. Bloomberg's Mark Gurman described the absence of "any real new AI features" as "startling."
Despite having the resources, Apple has been hesitant to make significant acquisitions in the AI space. That may soon change, <a href="https://www.benzinga.com/markets/tech/25/06/46041473/apple-eyes-perplexity-ai-acquisition-while-facing-shareholder-lawsuit-over-exaggerated-ai-progress-report">with internal discussions underway</a> regarding a potential acquisition of AI search startup Perplexity AI.
Apple&#8217;s <a href="https://www.benzinga.com/markets/tech/25/07/46382991/apples-leadership-shake-up-metas-new-hire-and-the-anticipated-iphone-fold-this-week-in-appleverse">recent leadership changes</a> have also sparked discussions about the company&#8217;s future direction.
Price Action: Apple closed Monday at $208.62, down 1.20%, and fell further to $208.01 in after-hours trading, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a>.
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Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: jamesteohart / Shutterstock.com

Apple's AI Strategy Costs $630 Billion in Market Cap: Investors Want The Company To Look At Acquisitions

Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) could use Samsung Electronics Co. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>) Display's crease-free screen technology for its <a href="https://www.benzinga.com/markets/tech/25/06/46008877/apples-foldable-iphone-may-arrive-in-2026-with-premium-pricing-sleek-design-in-focus">upcoming foldable iPhone</a>.
What Happened: In a post shared on Tuesday, Ming-Chi Kuo, an analyst at TF Securities, said Apple will adopt Samsung Display's (SDC) crease-free solution "to ensure stable mass production" of its first foldable iPhone, rather than relying on an in-house design.
The decision is set to benefit Samsung-aligned suppliers, particularly Fine M-Tec, which will supply display metal plates—internal hinge components critical to reducing screen creases during folding.
Crease-free durability is a <a href="https://www.benzinga.com/news/23/07/33346172/galaxy-z-flip-5-heres-what-samsung-needs-to-stay-on-top-of-the-flip-phone-race">key challenge in foldable</a> phones.
See Also: <a href="https://www.benzinga.com/markets/tech/25/07/46311533/jeff-williams-once-tipped-as-tim-cooks-successor-to-retire-from-apple">Jeff Williams, Once Tipped As Tim Cook&#8217;s Successor, To Retire From Apple</a>
"Fine M-Tec is expected to begin shipping display metal plates in 1Q26," Kuo said, with projected volumes reaching 13–15 million units in 2026.
The plates, priced at $30–$35 each, use laser drilling to enhance stress distribution and crease resistance—far more advanced than traditional etching, according to Kuo.
Fine M-Tec, already a top supplier for Samsung's foldables, is poised to capture over 80% of Apple's metal plate orders.
<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">Fine M-Tec: Leading Beneficiary of SDC&#39;s Crease-Free Display Solution for Foldable iPhone Full story<a href="https://t.co/nFNX0pmmKM">https://t.co/nFNX0pmmKM</a> <a href="https://t.co/M05vopZTtd">pic.twitter.com/M05vopZTtd</a>
&mdash; 郭明錤 (Ming-Chi Kuo) (@mingchikuo) <a href="https://twitter.com/mingchikuo/status/1944970599513907634?ref_src=twsrc%5Etfw">July 15, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
Why It's Important: Previously, Kuo said that he expects Apple's first foldable iPhone to be <a href="https://www.benzinga.com/media/25/03/44165398/apples-foldable-ai-iphone-could-cost-over-2000-20-million-units-shipped-by-2027-analyst">priced between $2,000 and $2,500</a>. He also noted that Touch ID will likely return on the side button since Face ID may be dropped due to design and space limitations.
Earlier this month, it was reported that <a href="https://www.benzinga.com/markets/tech/25/07/46246152/iphone-sales-bounce-back-in-china-but-huawei-and-xiaomi-intensify-pressure">China's smartphone market</a> is projected to rebound strongly in the second quarter of 2025, led by Huawei Technologies and Apple.
Huawei is on track for the highest growth and may reclaim the top spot. Apple's sales rose in May thanks to early discounts on the iPhone 16 lineup, helping it secure the top position during the 618 shopping festival, with three iPhone models ranking among the best sellers.
In the second quarter, Apple's <a href="https://www.benzinga.com/news/earnings/25/05/45152493/apple-reports-strong-q2-earnings-revenue-beat-eps-beat-installed-base-hits-all-time-high-across-all-segments-100-billion-buyback-and-more">iPhone revenue reached</a> $46.84 billion, up from $45.96 billion during the same period last year.
Price Action: AAPL shares dipped 0.029% in after-hours trading, following a 1.20% decline during the regular session, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro data</a>.
Benzinga's Edge Stock Rankings indicate that AAPL maintains an upward trend in the short term but shows a downward trend over the medium and long term. The stock's quality score remains solid, although its value rating is relatively lower. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-4/#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">More detailed performance insights are available here</a>.
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-4/#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img decoding="async" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/15010514/Screenshot-2025-07-15-at-10.27.50%E2%80%AFAM.png" alt="" class="wp-image-985059" /></a></figure>
Photo Courtesy: Prathmesh T on Shutterstock.com
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/tech/25/07/46258669/tesla-made-2-76-billion-from-zev-credits-in-2024-in-us-but-trumps-tax-bill-just-killed-this-revenue-stream" target="_blank" rel="noreferrer noopener">Tesla Made $2.76 Billion From ZEV Credits In 2024 In US But Trump's Tax Bill Just Killed This Revenue Stream</a></li>
</ul>
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

SSNLF

Apple's Foldable iPhone To Use Samsung's Crease-Free Display Tech, Says Top Supply Chain Analyst: What We Know

Wedbush Securities analyst Daniel Ives has placed his bets on cybersecurity as the &#8220;biggest subsector&#8221; in the technology sector in 2025.
What Happened: According to Ives, as the world moves toward using cloud services for storing data, strong cybersecurity services becomes imperative for the protection of data.
He highlights that Crowdstrike Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWD#NASDAQ">CRWD</a>), Zscaler Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ZS#NASDAQ">ZS</a>), Palo Alto Networks Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>), and Check Point Software Technologies Ltd. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CHKP#NASDAQ">CHKP</a>) could be the biggest beneficiaries of this trend during the upcoming earnings season.
&#8220;When you look at Crowdstrike, Zscaler, Palo Alto, Check Point, as more moves to the cloud, cybersecurity is going to move hand-in-hand. This is going to be one area that outperforms significantly during earnings season,&#8221; Ives <a href="https://www.cnbc.com/video/2025/07/14/ives-the-ai-revolution-is-now-spreading-across-all-corners-of-the-tech-sector.html">told</a> CNBC on Monday.
When highlighted that the cybersecurity ETFs have performed poorly in the near term, Ives quipped that they are going to be one of the best performers of 2025.
<figure class="wp-block-table is-style-stripes"> 
<table class="has-fixed-layout">
<tbody>
<tr>
<td>Cybersecurity ETFs</td>
<td>One Month</td>
<td>Year-To-Date</td>
<td>One Year</td>
</tr>
<tr>
<td>First Trust NASDAQ Cybersecurity ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CIBR#NASDAQ">CIBR</a>)</td>
<td>-0.86%</td>
<td>13.85%</td>
<td>24.77%</td>
</tr>
<tr>
<td>Global X Cybersecurity ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BUG#NASDAQ">BUG</a>)</td>
<td>-4.08%</td>
<td>8.25%</td>
<td>15.32%</td>
</tr>
<tr>
<td>Amplify Cybersecurity ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HACK#NYSE">HACK</a>)</td>
<td>-0.92%</td>
<td>11.28%</td>
<td>25.62%</td>
</tr>
</tbody>
</table>
</figure>
&#8220;I think it&#8217;s because of rotation,&#8221; Ives said, highlighting the near-term underperformance. &#8220;I think the market&#8217;s got it wrong, when you actually look at the technology subsector, cybersecurity could be the biggest subsector of the year for tech,&#8221; he added.
Simultaneously, he reiterated his <a href="https://www.benzinga.com/analyst-stock-ratings/price-target/25/07/46339022/palantir-could-be-the-next-big-ai-winner-says-dan-ives-sees-12-pltr-stock-surge">bullish views</a> on Palantir Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>), saying that it was on the &#8220;golden path to become an AI stalwart&#8221; over the next 12 months. 
Meanwhile, he also expressed his optimism in International Business Machine Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>), and praised its CEO, Arvind Krishna. &#8220;When it comes to AI, I think what Arvind&#8217;s doing there is that there&#8217;s a renaissance going on in Arkmonk, that&#8217;s why we are very bullish on IBM,&#8221; he said.
When asked what the investors should look out for in IBM&#8217;s earnings, he said, &#8220;I think it&#8217;s cloud computing and it&#8217;s AI-driven revenue. Network services, you could say, is under pressure, but the stack, that&#8217;s what IBM is selling into a massive installed base,&#8221; added that this was going to get &#8220;rerated&#8221; as the investors &#8220;underestimate&#8221; it.
See Also: <a href="https://www.benzinga.com/news/politics/25/07/46386524/trump-wants-blanket-tariffs-of-up-to-20-after-surprise-treasury-surplus-in-june-ed-yardeni-says-don">Trump Wants Blanket Tariffs Of Up To 20% After Surprise Treasury Surplus In June: Ed Yardeni Says &#8216;Don&#8217;t Push Your Luck&#8217;</a>
Why It Matters: Apart from the winners in this season, when Ives was asked about the potential earnings misses from the technology sectors during the earnings season, he pointed at Cisco Systems Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>) and Dell Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>).
&#8220;If there is going to be weakness, that&#8217;s going to be from networking players like Cisco and legacy players like Dell.&#8221;
Major tech companies like Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) and Netflix Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>) are scheduled to report on Thursday, July 17, and ASML Holding NV (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASML#NASDAQ">ASML</a>) on Wednesday, July 16.
Other significant tech earnings, such as Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), and Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>), are expected in the coming weeks.
Price Action: At the time of writing this article, the SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) and Invesco QQQ Trust ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>), which track the S&amp;P 500 index and Nasdaq 100 index, respectively, were lower on Monday. The SPY was down 0.16% at $622.62, while the QQQ declined 0.16% to $553.33, according to <a href="https://pro.benzinga.com/dashboard">Benzinga P</a>ro data.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/hedge-funds/25/07/46386374/stanley-druckenmillers-duquesne-dumps-palantir-bets-big-on-this-dividend-play-which-has-surge" target="_blank" rel="noreferrer noopener">Stanley Druckenmiller's Duquesne Dumps Palantir, Bets Big On This Dividend Play Which Has Surged Nearly 50% In 2025</a></li>
</ul>
Image: Shutterstock

Analyst Color

ASML

CHKP

CIBR

CRWD

CSCO

DELL

HACK

NFLX

PANW

PLTR

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

NVIDIA Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) has taken the world by storm, becoming the first public company to <a href="https://www.benzinga.com/markets/tech/25/07/46326271/nvidia-breaks-4-trillion-barrier-benzinga-poll-predicted-it-first">surpass the $4 trillion </a>market capitalization milestone.
A new poll asks whether Nvidia will also be the first to hit $5 trillion or will be beaten by one of the other tech giants.
What Happened: Nvidia has quickly climbed the ranks as one of the most valuable companies in the world, first reaching a $1 trillion market cap <a href="https://www.benzinga.com/news/23/05/32630114/nvidia-becomes-ninth-company-to-hit-1-trillion-market-cap-who-could-be-next-to-join-elusive-club">in May 2023 </a>and becoming the most valuable company less than two years later.
The semiconductor giant beat Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) to the punch for the latest milestone, which comes after Apple was previously the first U.S. publicly traded company to hit the $1 trillion, $2 trillion and $3 trillion market capitalization milestones.
Nvidia also beat Microsoft Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) to the milestone, which comes as the two companies have often traded places as the most valuable company in the world over the last year.
Benzinga recently polled readers to ask which of the three companies will hit the next milestone first.
"Which company will be the first to reach a $5 trillion market cap?" Benzinga asked.
The results on Benzinga's Instagram were:
<ul class="wp-block-list">
<li>Nvidia: 75%</li>
<li>Microsoft: 8%</li>
<li>Apple: 5%</li>
<li>Company not listed here: 12%</li>
</ul>
Benzinga also polled users on Threads and received the following results:
<ul class="wp-block-list">
<li>Nvidia: 73%</li>
<li>Microsoft: 11%</li>
<li>Apple: 2%</li>
<li>Company not listed here: 13%</li>
</ul>
Both polls produced similar results, with Nvidia receiving over 70% of the vote among Benzinga readers. Microsoft placed second in both polls, with Apple ranking third among the three companies.
Coming in second place overall was the option for "Company not listed here." It could be less than 12 months before a company is valued at $5 trillion or it could be years, which means that a company currently ranking under these three companies could have time to surge up the valuation rankings or a company not currently valued at $1 trillion could also make a move similar to Nvidia.
Here are the other companies currently valued at $1 trillion or more:
<ul class="wp-block-list">
<li>Amazon.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>): $2.39 trillion</li>
<li>Alphabet Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>)(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>): $2.19 trillion</li>
<li>Meta Platforms (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>): $1.81 trillion</li>
<li>Saudi Aramco: $1.61 trillion</li>
<li>Broadcom Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>): $1.28 trillion</li>
<li>Taiwan Semiconductor Manufacturing (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>): $1.18 trillion</li>
<li>Berkshire Hathaway Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRK#NYSE">BRK</a>)(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRK#NYSE">BRK</a>): $1.03 trillion</li>
<li>Tesla Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>): $1.02 trillion</li>
</ul>
In total, there are 11 companies valued at $1 trillion or more as of the time of writing with Nvidia, Microsoft and Apple the only three that are worth more than $2.5 trillion.
Read Also: <a href="https://www.benzinga.com/markets/tech/25/07/46349588/nvidia-hits-4-trillion-now-worth-more-than-meta-berkshire-hathaway-tesla-combined">Nvidia Hits $4 Trillion — Now Worth More Than Meta, Berkshire Hathaway, Tesla Combined</a>
What's Next: While it may take years for a company to hit a value of $5 trillion, Benzinga readers were right in the last market capitalization poll.
In late June,&nbsp;<a href="https://www.benzinga.com/trading-ideas/long-ideas/25/07/46198021/nvidia-vs-microsoft-vs-apple-which-stock-reaches-4-trillion-first" target="_blank" rel="noreferrer noopener">Benzinga polled its readers</a>&nbsp;to ask which of these three tech giants would reach the $4 trillion market cap first.
The results on Instagram were:
<ul class="wp-block-list">
<li>Nvidia: 79%</li>
<li>Microsoft: 14%</li>
<li>Apple: 7%</li>
</ul>
At the time, Nvidia had the market capitalization lead at $3.85 trillion, with Microsoft and Apple following closely behind at $3.70 trillion and $3.06 trillion, respectively.
While Nvidia&#8217;s rise to become the first $4 trillion company is historical, Benzinga readers are betting on more gains for the tech giant over the next 18 years.
President Donald Trump announced a plan to give parents $1,000 to invest for their children at birth. <a href="https://www.benzinga.com/trading-ideas/long-ideas/25/06/45973429/trump-wants-babies-to-get-1000-to-invest-at-birth-this-maginicent-7-stock-tops-poll-for-18-year-growth" target="_blank" rel="noreferrer noopener">Benzinga asked readers</a> which of the Magnificent 7 stocks they would invest $1,000 in today and hold for the next 18 years.
Here are the results:
<ul class="wp-block-list">
<li>Nvidia: 21%</li>
<li>Apple: 17%</li>
<li>Alphabet Inc: 14%</li>
<li>Meta Platforms: 14%</li>
<li>Amazon.com Inc: 12%</li>
<li>Microsoft: 12%</li>
<li>Tesla: 10%</li>
</ul>
The winner of the poll was Nvidia, with 21% of readers picking this stock as the one they would invest in and hold for the next 18 years to add wealth to their children's investment account. Apple was a close second at 17%, with Alphabet and Meta tied for third at 14%.
Benzinga readers are predicting big things for Nvidia in the future.
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/news/politics/25/07/46332361/musk-political-push-to-hurt-tesla-stock-71-say-stock-will-fall-in-next-12-months">Musk Political Push To Hurt Tesla Stock: 71% Say Stock Will Fall In Next 12 Months</a></li>
</ul>
The study was conducted by Benzinga from July 10, 2025, through June 11, 2025. It included the responses of a diverse population of social media followers. Opting into the survey was completely voluntary, with no incentives offered to potential respondents. The study reflects results from 4,177 people on Instagram and 132 people on Threads.
Photo: Shutterstock

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

<a href="https://www.benzinga.com/topic/donald-trump" target="_blank" rel="noopener">President Donald Trump</a>'s latest salvo on trade policy has rattled markets, and auto giants like Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) and big tech like Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) may bear the brunt. Trump has floated the idea of <a href="https://www.benzinga.com/markets/equities/25/07/46382047/trump-targets-mexico-eu-with-30-tariffs">imposing 30% tariffs</a> on imports from the European Union and Mexico, two regions that play a crucial role in both companies&#8217; global supply chains and revenue streams.
For investors, the risk isn't just theoretical &#8211; it could mean real pressure on margins, pricing and stock performance.
Read Also: <a href="https://www.benzinga.com/markets/macro-economic-events/25/07/46384885/peter-schiff-gives-trumps-30-tariff-threat-on-mexico-eu-a-reality-check-america-relies-on-deficits-to-make-up-for-excess-debt-and-consumption">Peter Schiff Gives Trump&#8217;s 30% Tariff Threat On Mexico, EU A Reality Check: America Relies On Deficits To Make Up For Excess Debt And Consumption</a>
<h2 class="wp-block-heading">Apple's Mexican Lifeline Could Snap</h2>
Apple relies increasingly on Mexico for final assembly and component manufacturing, including parts for iPhones, MacBooks, and AirPods. While most of its core manufacturing is based in China, Apple has been actively diversifying its supply chain to mitigate geopolitical risk.
Ironically, these new tariffs could penalize the very diversification strategy that they aim to support. Higher import costs from Mexico could squeeze Apple's margins or force it to pass the costs on to consumers, which is never a good look in a competitive smartphone market.
The EU also represents a significant revenue pool for Apple, with Europe accounting for roughly 24% of total sales in recent quarters. Any retaliation from the bloc could complicate pricing, tax treatment, or even product approvals.
<h2 class="wp-block-heading">Tesla's EU Exposure Makes It Especially Vulnerable</h2>
Tesla may be even more exposed. The company operates a gigafactory in Germany, and the EU is one of Tesla&#8217;s fastest-growing markets outside the U.S. If Trump's tariff policy triggers a trade war or reciprocal measures, Tesla could face hurdles both in exporting parts and in selling vehicles across borders. It's a tough blow just as the EV maker is trying to defend market share against BYD Co (OTCPK: BYDDF) (OTCPK: BYDDY) and legacy automakers.
Investors should pay close attention: while tariffs may not be imminent, the political narrative could impact capital flows and sentiment around multinationals with cross-border footprints.
Read Next:<a href="https://www.benzinga.com/markets/tech/25/07/46374969/jpmorgan-just-hit-delete-on-tesla-and-rivian"> </a>
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/tech/25/07/46374969/jpmorgan-just-hit-delete-on-tesla-and-rivian">JPMorgan Just Hit &#8216;Delete&#8217; On Tesla And Rivian</a></li>
</ul>
Photo: Shutterstock

Government

Regulations

Tesla And Apple Face Brand-New Wrecking Ball—Thanks To Trump

U.S. stock futures were lower this morning, with the Dow futures falling around 100 points on Monday.
Shares of Ultragenyx Pharmaceutical Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RARE#NASDAQ">RARE</a>) fell sharply in <a href="https://www.benzinga.com/quote/RARE">pre-market trading</a>.
Ultragenyx received a Complete Response Letter from the FDA for UX111 AAV gene therapy to treat Sanfilippo Syndrome Type A (MPS IIIA).
Ultragenyx Pharmaceutical shares dipped 8% to $27.15 in the pre-market trading session.
Here are some other stocks moving lower in pre-market trading.
<ul class="wp-block-list">
<li>MiNK Therapeutics, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INKT#NASDAQ">INKT</a>) shares tumbled 31% to $44.25 in pre-market trading. MiNK Therapeutics shares jumped 730% on Friday after the company announced a publication in Oncogene.</li>
<li>Above Food Ingredients Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ABVE#NASDAQ">ABVE</a>) shares dipped 21.3% to $2.84 in pre-market trading after jumping 134% on Friday. Above Food Ingredients recently announced a merger agreement with Palm Global.</li>
<li>Newegg Commerce, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NEGG#NASDAQ">NEGG</a>) declined 11.3% to $43.66 in pre-market trading after gaining 71% on Friday.</li>
<li>CEL-SCI Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVM#NYSE">CVM</a>) shares dipped 11% to $3.08 in pre-market trading after declining 8% on Friday. CEL-SCI recently announced it signed a partnership with a Saudi Arabian pharma and healthcare company.</li>
<li>Unusual Machines, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UMAC#NYSE">UMAC</a>) slipped 8% to $11.13 in pre-market trading after gaining 39% on Friday.</li>
<li>Gossamer Bio, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOSS#NASDAQ">GOSS</a>) declined 6.6% to $1.2700 in pre-market trading. Gossamer Bio, last month, completed enrollment in its registrational Phase 3 PROSERA study for pulmonary arterial hypertension</li>
<li>Gilat Satellite Networks Ltd. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GILT#NASDAQ">GILT</a>) fell 4.1% to $7.22 in pre-market trading. Gilat Satellite Networks recently announced its commercial division received over $22 million in orders from satellite operators.</li>
<li>KalVista Pharmaceuticals, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KALV#NASDAQ">KALV</a>) dipped 4% to $13.94 in pre-market trading after falling 6% on Friday. KalVista Pharma recently posted a wider-than-expected quarterly loss.</li>
<li>Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) fell 1% to $209.22 in pre-market trading. Apple is in the midst of a significant management reshuffle. Despite the company's biggest crisis in years, CEO Tim Cook remains firmly at the helm.</li>
</ul>
Now Read This:<a href="https://www.benzinga.com/trading-ideas/short-ideas/25/07/46364472/top-3-real-estate-stocks-that-may-fall-off-a-cliff-this-month"> </a>
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<li><a href="https://www.benzinga.com/trading-ideas/short-ideas/25/07/46364472/top-3-real-estate-stocks-that-may-fall-off-a-cliff-this-month">Top 3 Real Estate Stocks That May Fall Off A Cliff This Month</a></li>
</ul>
Photo via Shutterstock

Pre-Market Outlook

Movers

ABVE

GILT

GOSS

INKT

KALV

NEGG

RARE

UMAC

Ultragenyx Pharmaceutical, Apple And Other Big Stocks Moving Lower In Monday's Pre-Market Session

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

Management

Media

INTC

QCOM

Taiwan Semiconductor's Top Supply Chain Executive Exits

A Reddit user claims to have turned disaster into triumph after nearly blowing his mother&#8217;s $800,000 retirement account, before mounting a stellar recovery to a profit of $4 million in just 3 months, via aggressive options trading.
Check out the current price of&nbsp;<a href="https://www.benzinga.com/quote/UNH" target="_blank" rel="noreferrer noopener">UNH stock here.</a>
What Happened: On Reddit&#8217;s /r/WallStreetBets community on Saturday, a user with the name Solid-Sock-1794 described his 18-month-long trading journey using his mother&#8217;s retirement, which he says, &#8220;she was more than ok with.&#8221;
During this period, he claims to have significantly outperformed the markets by trading options contracts on high-volatility stocks such as Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>), Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), and Hims &amp; Hers Health Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HIMS#NYSE">HIMS</a>). His strategy involved buying near or at-the-money call options with expirations two to five months down the line.
He says the expirations would ideally involve one earnings event in the window, while holding through the actual earnings days. 
See Also: <a href="https://www.benzinga.com/markets/macro-economic-events/25/07/46384885/peter-schiff-gives-trumps-30-tariff-threat-on-mexico-eu-a-reality-check-america-relies-on-deficits-to-make-up-for-excess-debt-and-consumption">Peter Schiff Gives Trump&#8217;s 30% Tariff Threat On Mexico, EU A Reality Check: America Relies On Deficits To Make Up For Excess Debt And Consumption</a>
This strategy, however, failed to stand the test of volatility in April, during what he refers to as &#8220;Tariff BS,&#8221; following which the account plummeted to $800,000. Since then, the account has made a strong 575% recovery, with an ending balance of $5.4 million.
The user credits this recovery to opportunistic scalps during sharp pullbacks, citing the example of Alphabet&#8217;s shares, following Apple Inc.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) Congressional Testimony that suggested <a href="https://www.benzinga.com/25/05/45536887/this-is-the-first-time-in-two-decades-that-google-is-extremely-vulnerableperplexitys-ceo-breaks-down-search-giants-margin-trap">a decline in Google search</a> traffic on Safari for the very first time in history.
As of Friday, the user disclosed he's 85% in cash, with the remaining 15% allocated to QQQ or Nasdaq puts and UnitedHealth Group Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNH#NYSE">UNH</a>) calls. 
Citing ongoing trade uncertainty involving the European Union and Canada, he summed up his outlook and strategy going forward with a signature WSB refrain: &#8220;TACO's gonna TACO.&#8221; 
Here, the user is referring to the <a href="https://www.benzinga.com/25/05/45665026/trump-always-chickens-out-president-confronted-with-taco-trade-thesis-by-reporteras-markets-bet-hell-blink-again">&#8220;Trump Always Chickens Out&#8221; trade</a>, where traders make bets as soon as President Donald Trump issues fresh tariff threats, knowing fully well that he won&#8217;t follow through with them, something that&#8217;s repeated several times in recent months.
<figure class="wp-block-image aligncenter size-large is-resized"><img loading="lazy" decoding="async" width="940" height="1024" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/14044941/Screenshot-2025-07-14-at-2.19.27-PM-940x1024.png" alt="" class="wp-image-983545" style="width:610px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/14044941/Screenshot-2025-07-14-at-2.19.27-PM-940x1024.png 940w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/14044941/Screenshot-2025-07-14-at-2.19.27-PM-275x300.png 275w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/14044941/Screenshot-2025-07-14-at-2.19.27-PM-768x837.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/14044941/Screenshot-2025-07-14-at-2.19.27-PM-1410x1536.png 1410w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/14044941/Screenshot-2025-07-14-at-2.19.27-PM.png 1474w" sizes="(max-width: 940px) 100vw, 940px" /></figure>
Why It Matters: Late last month, as the deadline for the <a href="https://www.benzinga.com/etfs/broad-u-s-equity-etfs/25/06/46180782/trumps-tariff-clock-ticks-but-taco-traders-arent-losing-their-cool">90-day pause approached</a>, traders did not lose their cool, deciding to lean instead into the &#8220;TACO&#8221; pattern, betting that Trump would soften his stance before inflicting lasting market damage.
Last week, as Trump began issuing more tariff threats and letters to key trading partners, <a href="https://www.benzinga.com/general/market-summary/25/07/46325008/copper-hits-a-record-on-trumps-threat-more-investors-join-taco-trade-fed-minutes-ahead">investors continued to buy</a>, once again putting their faith in the fact that, once all is said and done, the tariffs will not be as harsh as they are set out to be. 
This user joins the ranks of another WallStreetBets user who <a href="https://www.benzinga.com/25/05/45583283/hold-my-beer-wallstreetbets-redditor-says-he-dropped-100k-into-unitedhealth-after-selling-his-house-without-telling-his-wife-till-death-do-us-part">dropped $100,000</a> into UnitedHealth Group&#8217;s shares nearly two months ago. 
User Sensitive_Reveal_227 claimed to have acquired 303 shares in the health insurance provider after selling his house, and without informing his wife, in hopes of a recovery in the beaten-down stock, following the assassination of its former CEO, the abrupt exit of its new CEO, and speculations of a DOJ criminal investigation, which the company quickly denied.
The company&#8217;s shares have remained largely flat since then, with no recovery in sight, and still trading at over 50% below its all-time high in November 2024.
Price Action: Shares of UnitedHealth were up 1.53% on Friday, trading at $304.10, and are down 0.35% in after-hours trading. 
<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="142" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/14044253/Screenshot-2025-07-14-at-2.12.43-PM-1024x142.png" alt="" class="wp-image-983537" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/14044253/Screenshot-2025-07-14-at-2.12.43-PM-1024x142.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/14044253/Screenshot-2025-07-14-at-2.12.43-PM-300x42.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/14044253/Screenshot-2025-07-14-at-2.12.43-PM-768x107.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/14044253/Screenshot-2025-07-14-at-2.12.43-PM.png 1526w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
The insurer&#8217;s shares have a poor showing across the board in Benzinga&#8217;s Edge Stock Rankings, with an unfavorable price trend in the short, medium and long term. Click <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">here</a> for deeper insights into the stock.
Read More: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/news/topics/25/07/46352086/an-investor-wonders-why-trumps-tariffs-arent-shaking-the-markets-does-wall-street-simply-not-care-about-the-economy-anymore">An Investor Wonders Why Trump&#8217;s Tariffs Aren&#8217;t Shaking The Markets. &#8216;Does Wall Street Simply Not Care About The Economy Anymore?&#8217;</a></li>
</ul>
Photo courtesy: khunkornStudio via Shutterstock

Hims & Hers Health, Inc. Class A Common Stock

HIMS

WallStreetBets Trader Nuked Mom's $800K IRA, Then Flipped It Into $4 Million With Options In Just 3 Months: His Strategy? 'TACO's Gonna TACO'

Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) has reportedly acquired PlayAI, an artificial intelligence startup focused on natural-sounding voice technology.
What Happened: While financial terms were not disclosed, the entire PlayAI team will join Meta this week and report to Johan Schalkwyk, another new joinee from voice AI firm Sesame AI, <a href="https://www.bloomberg.com/news/articles/2025-07-11/meta-acquires-voice-ai-startup-playai-continuing-to-add-talent?sref=10lNAhZ9">reported</a> Bloomberg, citing an internal memo.
The PlayAI team's "work in creating natural voices, along with a platform for easy voice creation, is a great match for our work and road map, across AI Characters, Meta AI, Wearables and audio content creation," the memo read.
See Also:&nbsp;<a href="https://www.benzinga.com/news/education/25/06/45983347/jensen-huang-gave-12-6-million-to-charity-then-nvidias-stock-made-it-billions" target="_blank" rel="noreferrer noopener">Jensen Huang Gave $12.6 Million To Charity, Then Nvidia's Stock Made It Billions</a>
A Meta spokesperson confirmed the deal to the publication but did not elaborate on the details. The tech giant did not immediately respond to <a href="https://pro.benzinga.com/dashboard">Benzinga's</a> request for comments.
Why It's Important: The acquisition is part of Meta's broader AI strategy, which CEO Mark Zuckerberg has called the company's top priority in 2025.
In the past few months, Facebook-parent has <a href="https://www.benzinga.com/markets/tech/25/07/46301582/metas-ai-empire-grows-fueled-by-openai-deepmind-apple-defectors">restructured its AI operations</a> under the newly launched Meta Superintelligence Labs, led by former Scale AI CEO Alexandr Wang.
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.
Zuckerberg's company has poached leading experts from ChatGPT-parent OpenAI, Anthropic, 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 DeepMind and Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>).
Just last week, it was reported that <a href="https://www.benzinga.com/markets/tech/25/07/46288145/mark-zuckerbergs-meta-lures-away-apple-ai-chief-ruoming-pang-with-tens-of-millions-compensation-package-report">Meta has recruited</a> Ruoming Pang, the AI model lead at Apple.
Meta currently has a market capitalization of $1.8 trillion.
Price Action: Meta shares have risen 19.74% year-to-date and are up 44.61% over the past 12 months, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro data</a>.
Benzinga's Edge Stock Rankings indicate that META continues to show a steady upward trend in the short, medium, and long term. While its growth score remains strong, its value rating is relatively lower. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-4/#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">Additional performance details are available here</a>.
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-4/#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img decoding="async" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/14012924/Screenshot-2025-07-14-at-10.58.07%E2%80%AFAM.png" alt="" class="wp-image-983264" /></a></figure>
Photo: Skorzewiak/Shutterstock
Check out more of Benzinga's Consumer Tech coverage by&nbsp;<a href="https://www.benzinga.com/topic/consumer-tech" target="_blank" rel="noreferrer noopener">following this link</a>.
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<li><a href="https://www.benzinga.com/markets/tech/25/06/46127671/amazon-loses-top-ai-leader-in-high-stakes-talent-shuffle" target="_blank" rel="noreferrer noopener">Amazon Loses Top AI Leader In High-Stakes Talent Shuffle</a></li>
</ul>

Mark Zuckerberg's Meta Expands AI Talent With PlayAI Acquisition: Report

Apple Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) is in the midst of a significant management reshuffle. Despite the company&#8217;s biggest crisis in years, CEO&nbsp;Tim Cook&nbsp;remains firmly at the helm.
Bloomberg's&nbsp;Mark Gurman,&nbsp;in his&nbsp;<a href="https://www.bloomberg.com/news/newsletters/2025-07-13/is-apple-going-to-replace-ceo-tim-cook-who-is-the-next-ceo-of-apple-ternus-md1mhrj4?srnd=undefined">latest&nbsp;</a>weekly "Power On&#8221; report revealed that, Jeff Williams, Tim Cook&#8216;s longtime deputy, has announced his retirement plans, leaving no clear successor in place. 
Despite this, there are no signs that Cook is planning to step down or is grooming a replacement. The board, which is largely made up of Cook loyalists, has not felt the need for a change in leadership.
Although Apple&#8217;s shares have fallen 16% this year, they have seen a surge of around 1,500% since Cook assumed the role of CEO in 2011. Despite current challenges, including AI missteps and&nbsp;an aging product lineup, the&nbsp;board continues to view Cook&nbsp;as the only person capable&nbsp;of guiding the company.
There is a growing recognition among Apple&#8217;s top decision-makers that changes are necessary. Services chief Eddy Cue has internally warned&nbsp;that Apple risks becoming the&nbsp;next BlackBerry or Nokia if&nbsp;it doesn&#8217;t adapt quickly.
Also Read: <a href="https://www.benzinga.com/markets/25/06/45852024/apples-liquid-glass-interface-set-to-revolutionize-ios-26-hints-at-20th-anniversary-iphone">Apple&#8217;s Liquid Glass Interface Set To Revolutionize iOS 26, Hints At 20th Anniversary iPhone</a>
Several top executives are nearing retirement age, marking the&nbsp;biggest leadership turnover in decades.&nbsp;Operations executive Sabih Khan will replace Williams, and CFO Luca Maestri handed over his duties to Kevan Parekh earlier this year.
Despite these changes, there is concern about&nbsp;the lack of a quick&nbsp;CEO replacement in case of&nbsp;an emergency. The most plausible successor remains hardware chief Ternus, who&nbsp;is about 15 years younger&nbsp;than Cook and has been with Apple for over 20 years.
The management reshuffle at Apple comes at a critical time for the tech giant. With several top executives nearing retirement, the company is facing its&nbsp;biggest leadership turnover in decades.&nbsp;This could potentially impact Apple&#8217;s strategic direction and its ability to innovate and compete in the rapidly evolving tech industry.
Despite the challenges, the board&#8217;s continued faith in Cook&#8217;s leadership suggests that they believe he is the best person to navigate the company through this period of change. 
However, the lack of a clear successor to Cook raises questions about the company&#8217;s succession planning and its preparedness for any unforeseen circumstances that may require a change in leadership.
Also Read:&nbsp;<a href="https://www.benzinga.com/news/topics/25/06/45712700/apples-ai-struggles-to-keep-pace-with-rivals-ahead-of-wwdc-2025" target="_blank" rel="noreferrer noopener">Apple's AI Struggles To Keep Pace With Rivals Ahead Of WWDC 2025</a>
Image: Shutterstock

Apple Undergoing Major Management Overhaul, But CEO Tim Cook To Stay On

Wall Street watched history unfold as Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) became the first company to hit a $4 trillion market cap, capping off a week of <a target="_blank" href="https://www.benzinga.com/trading-ideas/movers/25/07/46321541/nvidia-hits-4-trillion-market-cap-stock-surges-to-all-time-high" rel="noreferrer noopener">market-moving headlines.</a>
In a surprising diplomatic turn, U.S. Secretary of State Marco Rubio called recent talks with Chinese Foreign Minister Wang Yi &#8220;constructive,&#8221; stoking speculation of a Trump–Xi summit possibly <a target="_blank" href="https://www.benzinga.com/news/politics/25/07/46365654/xi-jinping-could-meet-trump-this-year-marco-rubio-says-after-very-constructive-talks-with-wang-yi-the-odds-are-high" rel="noreferrer noopener">taking place later this year.</a>
But optimism met friction as President Donald Trump announced that the United States will impose a&nbsp;50% tariff on all copper&nbsp;imports <a target="_blank" href="https://www.benzinga.com/markets/commodities/25/07/46339702/trumps-copper-tariff-echoes-through-global-mining-tunnels" rel="noreferrer noopener">starting August 1.</a>
Also Read: <a href="https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/07/46301947/defense-stocks-goldman-tax-bill-pentangon-spending" target="_blank" rel="noreferrer noopener">Pentagon&#8217;s $156-Billion Payday—These Defense Stocks Are Ready For Liftoff</a>
The decision threatens to disrupt a global supply chain for one of the key inputs for the American industry and a crucial commodity for the green technology transition.
That move, paired with a sweeping 25% tariff on goods from Japan and other Asian countries starting August 1, reignited fears of <a target="_blank" href="https://www.benzinga.com/markets/asia/25/07/46285151/trump-tariffs-japan-yen-etfs-market-reaction" rel="noreferrer noopener">escalating trade tensions.</a>
Amid the macroeconomic jitters and geopolitical headlines, several companies delivered key corporate updates that&nbsp;<a target="_blank" href="https://www.benzinga.com/markets" rel="noreferrer noopener">kept investors tuned in</a>.
Technology
Nvidia Corporation became the first company ever to reach a $4 trillion <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46326271/nvidia-breaks-4-trillion-barrier-benzinga-poll-predicted-it-first" rel="noreferrer noopener">market capitalization on Wednesday.</a>
Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) has filed an appeal against the €500 million ($586 million) fine imposed by the European Union (EU) over alleged anti-competitive<a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46290524/apple-fights-back-against-eus-586-million-fine-says-penalty-far-beyond-what-the-law-requires" rel="noreferrer noopener"> practices on its App Store</a>.
The iPhone maker is expected to join the growing list of smartphone companies&nbsp;with foldable smartphones&nbsp;with a new iPhone Fold<a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46356024/apples-foldable-iphone-could-land-in-2026-and-leave-samsung-playing-catch-up" rel="noreferrer noopener"> expected to launch next year.</a>
Apple&#8217;s massive $60+ billion cash pile is once again&nbsp;in the spotlight&nbsp;– and with rivals&nbsp;racing ahead in AI, investors are wondering: is it finally time for <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46348639/apple-acquisition-buzz-60-billion-cash-reserve" rel="noreferrer noopener">Apple to make a bold move?</a>
Intel Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) announced that it has separated its&nbsp;AI, robotics and biometric business into&nbsp;RealSense,&nbsp;an independent company. Intel also announced that RealSense has secured<a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46372526/intel-unleashes-realsense-new-ai-robotics-player-scores-huge-investment" rel="noreferrer noopener">&nbsp;$50 million in Series A funding</a>.
Meta Platforms, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) has reportedly acquired a&nbsp;minority stake&nbsp;in&nbsp;EssilorLuxottica, the French-Italian eyewear giant<a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46311405/mark-zuckerberg-led-meta-acquires-nearly-3-of-ray-ban-oakley-parent-essilorluxottica-in-3-5-billion-deal-report" rel="noreferrer noopener"> behind brands such as&nbsp;</a><a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46311405/mark-zuckerberg-led-meta-acquires-nearly-3-of-ray-ban-oakley-parent-essilorluxottica-in-3-5-billion-deal-report" rel="noreferrer noopener">Ray-Ban</a><a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46311405/mark-zuckerberg-led-meta-acquires-nearly-3-of-ray-ban-oakley-parent-essilorluxottica-in-3-5-billion-deal-report" rel="noreferrer noopener">&nbsp;and&nbsp;</a><a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46311405/mark-zuckerberg-led-meta-acquires-nearly-3-of-ray-ban-oakley-parent-essilorluxottica-in-3-5-billion-deal-report" rel="noreferrer noopener">Oakley.</a>
Microsoft Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>)&nbsp;reels from sweeping layoffs affecting&nbsp;9,100 employees, an&nbsp;Xbox&nbsp;executive&#8217;s suggestion to use AI chatbots for emotional support <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46268037/after-microsoft-lays-off-9100-workers-xbox-executive-tells-fired-workers-to-turn-to-ai-for-mental-health-help" rel="noreferrer noopener">has ignited fierce backlash online.</a>
MicroAlgo, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MLGO#NASDAQ">MLGO</a>) announced the development of a&nbsp;Grover-based quantum algorithm technology designed to find <a target="_blank" href="https://www.benzinga.com/markets/equities/25/07/46337681/microalgo-stock-rises-3-pre-market-on-quantum-algorithm-breakthrough" rel="noreferrer noopener">pure Nash equilibria in graphical games.</a>
ASML Holding N.V. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASML#NASDAQ">ASML</a>)&nbsp;has&nbsp;adjusted its inclusion&nbsp;and diversity targets in the U.S. to align with new regulations from <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46363788/asml-drops-us-diversity-goals-under-trumps-watch" rel="noreferrer noopener">the Trump administration.</a>
Artificial Intelligence
Elon Musk&#8217;s artificial intelligence startup&nbsp;xAI&nbsp;has launched Grok 4, positioning it as the world&#8217;s most powerful AI model according to benchmarks that show it outperforming&nbsp;OpenAI&#8217;s&nbsp;ChatGPT,&nbsp;Google&#8217;s&nbsp;Gemini, <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46335602/elon-musk-s-xai-launches-grok-4-with-phd-level-ai-debuts-in-300-month-supergrok-tier" rel="noreferrer noopener">and&nbsp;</a><a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46335602/elon-musk-s-xai-launches-grok-4-with-phd-level-ai-debuts-in-300-month-supergrok-tier" rel="noreferrer noopener">Anthropic&#8217;s</a><a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46335602/elon-musk-s-xai-launches-grok-4-with-phd-level-ai-debuts-in-300-month-supergrok-tier" rel="noreferrer noopener">&nbsp;</a><a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46335602/elon-musk-s-xai-launches-grok-4-with-phd-level-ai-debuts-in-300-month-supergrok-tier" rel="noreferrer noopener">Claude</a><a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46335602/elon-musk-s-xai-launches-grok-4-with-phd-level-ai-debuts-in-300-month-supergrok-tier" rel="noreferrer noopener">.</a>
OpenAI&nbsp;has finally completed its&nbsp;$6.5 billion acquisition&nbsp;of&nbsp;Jony Ive&#8217;s&nbsp;AI hardware startup&nbsp;io Products, officially bringing the former&nbsp;Apple&nbsp;design chief and his team into the fold to build a new generation of<a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46335969/openai-finalizes-6-5-billion-deal-to-acquire-jony-ives-ai-hardware-startup-heres-what-we-know-about-their-first-device" rel="noreferrer noopener"> AI-native devices.</a>
Automobiles
Ford Motor Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>)&nbsp;has announced a&nbsp;<a target="_blank" href="https://static.nhtsa.gov/odi/rcl/2025/RCLRPT-25V455-7716.pdf" rel="noreferrer noopener">recall</a>&nbsp;of more than 850,000 vehicles in the U.S. due to a faulty fuel system component that may cause <a target="_blank" href="https://www.benzinga.com/markets/large-cap/25/07/46338449/ford-recalls-over-850000-vehicles-due-to-stalling-engines" rel="noreferrer noopener">engines to stall while driving.</a>
Tesla, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>)&nbsp;has announced November 6 as the date for the company&#8217;s annual shareholder meeting amid mounting pressure from investors who are concerned about&nbsp;Elon Musk&#8217;s political ambitions and <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46359669/teslas-annual-shareholder-meeting-set-for-november-6th-dan-ives-says-elon-musks-pay-package-in-the-spotlight" rel="noreferrer noopener">mounting tensions with President&nbsp;</a><a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46359669/teslas-annual-shareholder-meeting-set-for-november-6th-dan-ives-says-elon-musks-pay-package-in-the-spotlight" rel="noreferrer noopener">Donald Trump</a><a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46359669/teslas-annual-shareholder-meeting-set-for-november-6th-dan-ives-says-elon-musks-pay-package-in-the-spotlight" rel="noreferrer noopener">.</a>
Tesla will expand the company&#8217;s Robotaxi service to Phoenix, Arizona, as the <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46361254/elon-musks-robotaxi-push-expands-to-phoenix-as-tesla-seeks-arizona-approval" rel="noreferrer noopener">Robotaxi race in the U.S. heats up.</a>
Nissan Motor Co., Ltd. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/NSANY#OTC">NSANY</a>)&nbsp;has reportedly opened negotiations with&nbsp;Honda Motor Company, Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HMC#NYSE">HMC</a>)&nbsp;to produce vehicles for its rival at a U.S. factory. Both companies seek ways to blunt the impact of upcoming<a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46363159/tariff-troubles-drive-nissan-honda-to-u-s-manufacturing-talks-report" rel="noreferrer noopener"> U.S. tariffs on Japanese-made autos.</a>
XPeng Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XPEV#NYSE">XPEV</a>)&nbsp;officially opened orders&nbsp;in Europe on Friday for its fully revamped G6 Ultra Smart Coupe SUV and G9 Ultra Smart Premium SUV, marking its latest move <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46362384/xpeng-brings-ultra-smart-ultra-fast-evs-to-europe" rel="noreferrer noopener">towards AI-driven electric mobility.</a>
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Image: Shutterstock

General

MLGO

NSANY

XPEV

Consumer Tech News (July 7–July 11): Nvidia Hits $4 Trillion, Japan Tariffs Rattle Markets, Hopes Rise For Trump–Xi Summit

The past week was a whirlwind of activity in the tech sector, with major moves from industry giants and promising startups alike. From Palantir Technologies (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>) being touted as the next big AI winner to OpenAI making significant acquisitions and postponements, there&#8217;s a lot to catch up on. Let&#8217;s dive in.
Dan Ives Predicts Palantir&#8217;s AI Triumph
Tech analyst Dan Ives of Wedbush Securities has upped his price target for Palantir Technologies, hinting at a 12% increase from its current trading price over the coming year. Ives&#8217; confidence in Palantir&#8217;s AI strategy led him to raise his target price to $160 per share, labeling it as the firm&#8217;s &#8220;golden path to become an AI stalwart&#8221; in the next 12 months.
<a href="https://www.benzinga.com/analyst-stock-ratings/price-target/25/07/46339022/palantir-could-be-the-next-big-ai-winner-says-dan-ives-sees-12-pltr-stock-surge">Read the full article here.</a>
OpenAI Acquires Jony Ive&#8217;s AI Startup
OpenAI has successfully finalized its $6.5 billion acquisition of Jony Ive&#8217;s AI hardware startup, io Products. The deal brings the former Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) design chief and his team on board to develop a new generation of AI-native devices.
<a href="https://www.benzinga.com/markets/tech/25/07/46335969/openai-finalizes-6-5-billion-deal-to-acquire-jony-ives-ai-hardware-startup-heres-what-we-know-about-their-first-device">Read the full article here.</a>
See Also:&nbsp;<a href="https://benzinga.com/trading-ideas/long-ideas/25/07/46372755/nancy-pelosi-just-bought-tech-stock-at-71-discount-to-current-price-heres-how" target="_blank" rel="noreferrer noopener">Nancy Pelosi Just Bought Tech Stock At 71% Discount To Current Price—Here&#8217;s How</a>
Google Secures Windsurf Tech and Staff for $2.4B
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 has finalized a $2.4 billion deal to license technology from AI coding startup Windsurf. The agreement also includes hiring Windsurf's CEO, Varun Mohan, cofounder Douglas Chen, and a select group of its key R&amp;D employees to join the Google DeepMind team.
<a href="https://www.benzinga.com/markets/tech/25/07/46380738/google-beats-openai-secures-windsurf-technology-ceo-and-key-staff-for-2-4-billion">Read the full article here.</a>
OpenAI Delays Open Model Release
OpenAI CEO Sam Altman announced that the company is postponing the release of its open model indefinitely to allow for additional safety testing. Altman emphasized the need for further safety evaluations and a review of high-risk areas.
<a href="https://www.benzinga.com/markets/tech/25/07/46380875/openai-postpones-open-model-release-indefinitely-we-need-time-says-sam-altman">Read the full article here.</a>
Elon Musk&#8217;s xAI Launches Grok 4
Elon Musk&#8217;s AI startup xAI has launched Grok 4, positioning it as the world's most powerful AI model. The new model debuts through SuperGrok Heavy, a premium subscription tier starting at $300 monthly that provides enhanced rate limits and early access to new features.
<a href="https://www.benzinga.com/markets/tech/25/07/46335602/elon-musk-s-xai-launches-grok-4-with-phd-level-ai-debuts-in-300-month-supergrok-tier">Read the full article here.</a>
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Grok 4, Palantir's AI Ambitions, Openai's Big Moves, And Google's $2.4 Billion Windsurf Deal: This Week In AI

The tech world was abuzz over the week with major developments from Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) and Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>). From leadership changes to innovative product rumors, here&#8217;s a quick recap of the weekend&#8217;s top stories.
Jeff Williams to Exit Apple
Long-serving Chief Operating Officer of Apple, Jeff Williams, who was once considered a potential successor to Tim Cook, is set to retire later this year. The tech giant announced on Tuesday that Williams&#8217; COO duties will be handed over to Sabih Khan later this month.
<a href="https://www.benzinga.com/markets/tech/25/07/46311533/jeff-williams-once-tipped-as-tim-cooks-successor-to-retire-from-apple">Read the full article here.</a>
Meta Snags Apple&#8217;s AI Chief
Mark Zuckerberg&#8217;s Meta Platforms has reportedly lured Ruoming Pang, the AI model lead at Apple, with a hefty compensation package. Pang, who led the team responsible for training Apple&#8217;s foundational models, is the latest addition to Meta&#8217;s superintelligence efforts.
<a href="https://www.benzinga.com/markets/tech/25/07/46288145/mark-zuckerbergs-meta-lures-away-apple-ai-chief-ruoming-pang-with-tens-of-millions-compensation-package-report">Read the full article here.</a>
See Also:&nbsp;<a href="https://benzinga.com/markets/tech/25/07/46380875/openai-postpones-open-model-release-indefinitely-we-need-time-says-sam-altman" target="_blank" rel="noreferrer noopener">OpenAI Postpones Open Model Release Indefinitely: &#8216;We Need Time,&#8217; Says Sam Altman</a>
Apple&#8217;s Foldable iPhone on the Horizon
Apple is expected to join the foldable smartphone race with the anticipated launch of the iPhone Fold next year. The tech behemoth has reportedly been working on the foldable iPhone for years, ensuring specifications and production are up to standard before a full launch.
<a href="https://www.benzinga.com/markets/tech/25/07/46356024/apples-foldable-iphone-could-land-in-2026-and-leave-samsung-playing-catch-up">Read the full article here.</a>
Apple&#8217;s $60 Billion Acquisition Buzz
With a massive $60+ billion cash reserve, Apple is once again in the spotlight. As rivals advance in AI, investors are speculating whether it&#8217;s time for Apple to make a bold move. This discussion gained traction after Apple confirmed that COO Jeff Williams will retire in 2025.
<a href="https://www.benzinga.com/markets/tech/25/07/46348639/apple-acquisition-buzz-60-billion-cash-reserve">Read the full article here.</a>
Analysts Suggest Apple Needs Product-Focused CEO
Analysts from LightShed Partners have suggested that Apple should consider a change in leadership to prioritize product innovation, particularly in AI. This suggestion comes in the wake of the impending departure of Apple's COO, Jeff Williams.
<a href="https://www.benzinga.com/markets/tech/25/07/46337313/apple-needs-product-focused-ceo-say-analysts-as-tim-cook-faces-heat-over-ai-failures-and-innovation-slump">Read the full article here.</a>
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This story was generated using <a href="https://www.benzinga.com/author/benzinga-neuro">Benzinga Neuro</a> and edited by <a href="https://www.benzinga.com/author/Rounak-Jain" target="_blank" rel="noreferrer noopener">Rounak Jain</a>
Photo courtesy: Akhenaton Images/Shutterstock

Apple's Leadership Shake-Up, Meta's New Hire And The Anticipated iPhone Fold: This Week In Appleverse

An investor sparked a lively debate on Reddit&#8217;s <a href="https://www.reddit.com/r/stocks/comments/1lu1gkx/can_someone_eli5_how_the_sp500_can_keep_an/">r/stocks</a> after asking a simple but heavy question: How can the <a href="https://www.benzinga.com/money/sp-500-price-prediction">S&amp;P 500 continue to grow</a> at an average annual rate of 10% for another 30 years?&nbsp;
The user pointed out that if the index maintains that pace, its market cap would double roughly every seven years, ballooning from $52 trillion today to around $900 trillion by 2055.
<h2 class="wp-block-heading">Inflation, Globalization And Productivity</h2>
That number sounded &#8220;really stupid and impossible&#8221; to the original poster, who noted that with <a href="https://www.benzinga.com/news/health-care/25/06/46133755/elon-musk-says-people-need-to-have-3-kids-to-avoid-population-collapse-says-this-is-to-make-up-for-people-who-have-one-or-none">declining birth rates</a> and slowing population growth, the math just didn't add up. "Where is all this money going to come from?" they asked. "Even if we assume inflation wipes out half of that $900 trillion in growth of the S&amp;P 500 in today's money, that's still a ridiculous increase that makes no sense."
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But many Redditors disagreed or at least explained why it's not as crazy as it sounds. One of the top comments framed it this way: "In 1995 the S&amp;P 500 market cap was ~$3T&#8230;&nbsp; Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Microsoft (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), and Apple (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) today are all individually larger than the entire S&amp;P 500 was in 1995. It's unfathomable."
Several investors pointed out that this kind of growth has happened before and could happen again because of inflation, global expansion and <a href="https://www.benzinga.com/economics/24/03/37594210/promising-signs-for-productivity">major leaps in productivity</a>.
&#8220;S&amp;P500 companies don't only sell in America," one added. "All the big U.S. companies are just getting started with their globalization," pointing to China and India and their <a href="https://www.benzinga.com/markets/equities/25/04/44851085/why-india-china-and-brazil-are-potential-safe-havens-for-investors">growing middle class</a>.&nbsp;
Another commenter chimed in: "Half the world&#8217;s population lives on $7 a day, so I would say there is room for plenty of growth even if population growth slows down."
Trending: The secret weapon in billionaire investor portfolios that you almost certainly don't own yet. <a href="https://www.benzinga.com/money/masterworks">See which asset class has outpaced the S&amp;P 500 (1995-2024) – and with near-zero correlation.</a>
<h2 class="wp-block-heading">Not Everyone's Buying The Optimism</h2>
Other Redditors were more skeptical. For example, one said that population growth, a major tailwind in the past, is slowing down significantly. "Returns will not be what they have been on a market-wide level," they argued. "Large companies finding increased markets via globalization will not be enough."
Another user took issue with the assumption that historical trends will keep repeating. "You are assuming that the tailwinds of interest rates, taxes, suppression of labor wages will continue to trend the same way," they wrote. "Any of those trends continuing to the point we have multiple companies&#8230; having wealth bigger than many countries combined, could result in the kind of social unrest preventing that growth."
Still, others offered a middle-ground take: yes, inflation will play a big role, and yes, some technological innovations might drive value, but don't expect a repeat of the past 30 years. "Past performance does not indicate future results," one person reminded.
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<h2 class="wp-block-heading">A Bet On Innovation Or Just Inflation?</h2>
Many pointed to advancements in AI, renewable energy, automation and healthcare as areas that could push corporate profits higher, even with slower consumer growth. "Humans are a dynamic, innovative species," one commenter said. "We may well find the world unrecognizable in 30 years."
Others focused on the U.S. dollar itself. "If you divide the S&amp;P 500 over the money supply, you get almost a constant," they argued. "It has never been true growth&#8230; just almost keeping purchasing power."
So, is the idea of a $900 trillion S&amp;P 500 absurd? Depends on who you ask. But most Redditors agreed on one thing: inflation will do a lot of the heavy lifting, and whether it's real growth or just more dollars chasing assets, the index might keep climbing.
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A $900 Trillion S&P 500? Reddit Debates The Math Behind 10% Market Growth Rate For Another 30+ Years

If Elon Musk ever writes a self-help book, chapter one might be titled "Insult First, Pitch Later." Because when it comes to Warren Buffett, Musk has made one thing abundantly clear: he's not a fan of the whole "sit around and read reports" lifestyle — but he would like Buffett to write a <a href="https://www.benzinga.com/personal-finance/25/05/45301579/elon-musk-says-we-didnt-come-up-with-the-name-tesla-bought-it-for-75k-after-sending-the-nicest-guy-to-camp-out-at-the-owners-doorstep">very big check to Tesla</a> (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>).
It all started in 2020 when Musk dropped by <a href="https://youtu.be/RcYjXbSJBN8?si=Ss_6KDL5Cpdm2PE2">"The Joe Rogan Experience"</a> and casually roasted Buffett's day job. "To be totally frank, I'm not his biggest fan," Musk said. "He does a lot of capital allocation. He reads a lot of annual reports of companies and all the accounting — and it's pretty boring, really."
Musk didn't stop there. In the same breath, he threw shade at the entire financial and legal profession, saying, "We should have fewer people doing law and fewer people doing finance, and more people making stuff."
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Later that year, Musk doubled down in a <a href="https://www.nytimes.com/2020/07/25/style/elon-musk-maureen-dowd.html">New York Times interview</a> with Maureen Dowd during a round of "Confirm or Deny." When prompted with, "Warren Buffett is overrated," Musk didn't give a straight answer. Instead, he laughed and said, "Hahaha. Um, I think he has managed to create a great image for himself as a <a href="https://www.benzinga.com/personal-finance/25/02/43496879/elon-musk-said-warren-buffett-managed-to-create-a-great-image-as-a-kindly-grandfather-but-thinks-thats-maybe-overstating-the-case">kindly grandfather, which is maybe overstating the case</a>."
Then came 2021, when Time named Musk its Person of the Year — and gave him another chance to repeat himself with more flair. "I'm not Warren Buffett's biggest fan, frankly," he <a href="https://youtu.be/PbVSZvC7UxY?si=nKLe8-6PVPNJMVkQ">said in the interview</a>. "He sits there and reads all these annual reports, which are super boring." Musk added, "Does anybody want that job? I think most people do not. I don't want that job."
Still, even while dragging Buffett's job description, Musk couldn't deny the value Buffett brings to the table. "He's not engaged in insane, conspicuous consumption. So you have to say, ‘Sure, he's got a high net worth, but he's doing a useful job for the economy, and he's very skilled at it and should probably keep doing it.'"
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And just to make sure no one thought his criticism was new, Musk's Buffett commentary dates all the way back to Tesla's 2018 earnings call, when he mocked Buffett's investment philosophy around "moats" — the idea of protecting a company with a durable competitive edge. "First of all, I think moats are lame," Musk declared. "They're nice in a sort of quaint, vestigial way. But if your only defense against invading armies is a moat, you will not last long. What matters is the pace of innovation."
Buffett, of course, didn't take the bait. During the 2018 Berkshire Hathaway (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRK#NYSE">BRK</a>, BRK.B)) shareholder meeting, he responded with Buffett-esque calm and candy-coated sarcasm: "Certainly you should be working on improving your own moat and defending your own moat all the time. And Elon may turn things upside down in some areas. I don't think he'd want to take us on in candy."
But fast forward a few years, and Musk — despite all the digs — wanted Buffett to do what he does best: invest. "He should take a position in Tesla. It's an obvious move," Musk <a href="https://x.com/elonmusk/status/1787325206677401672">posted on X last year</a>, replying to a user who suggested Berkshire Hathaway ditch its $135 billion Apple stake and go all-in on Tesla instead.
See Also: Named a TIME Best Invention and Backed by 5,000+ Users, Kara's Air-to-Water Pod Cuts Plastic and Costs — <a href="https://www.benzinga.com/money/americans-spend-1000-per-year-on-plastic-water-bottles-kara-pod-gives-you-clean-drinking-water-by-pulling-moisture-from-the-air">And You Can Invest At Just $6.37/Share</a>
Timing-wise, the comment landed just after Berkshire's annual shareholder meeting, where Buffett revealed the company had trimmed its Apple (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) position by about 10%. For context, Buffett and the late Charlie Munger had long expressed skepticism toward the auto industry, calling it capital-intensive and brutally competitive. But they weren't completely closed off to EVs — Berkshire has held a stake in <a href="https://www.benzinga.com/startups/25/10/41120804/574616">Chinese EV giant BYD since 2008</a>.
Still, Musk seemed to carry a grudge — or at least a long memory. In a February 2022 X post, he <a href="https://www.benzinga.com/startups/25/02/43531005/elon-musk-recalls-a-lunch-where-charlie-munger-listed-all-the-reasons-tesla-would-fail-made-me-quite-sad-but-i-told-him-i-agreed">revisited a meeting with Munger over a decade ago</a>. "I was at a lunch with Munger in 2009 where he told the whole table all the ways Tesla would fail," Musk wrote. "Made me quite sad, but I told him I agreed with all those reasons and that we would probably die, but it was worth trying anyway."
So, to recap: Musk thinks Buffett's job is painfully boring, thinks Buffett's investment philosophy is outdated, isn't his "biggest fan" — but also really wants Buffett's backing. If nothing else, Musk has mastered the art of keeping his frenemies close… and maybe within investing range.
Read Next: <a href="https://www.benzinga.com/money/are-you-rich">Are you rich?</a> Here&#8217;s what Americans think you need to be considered wealthy.
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