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Amazon is the leading online retailer and marketplace for third party sellers. Retail related revenue represents approximately 75% of total, followed by Amazon Web Services' cloud computing, storage, database, and other offerings (15%), advertising services (5% to 10%), and other the remainder. International segments constitute 25% to 30% of Amazon's non-AWS sales, led by Germany, the United Kingdom, and Japan.

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Un acuerdo entre EE.UU. y la UE favorece a exportadores de energía y a los gigantes tecnológicos, según expertos del mercado.

Acuerdo EE.UU.-UE impulsa alza en acciones energéticas y tecnológicas

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El regreso del liderazgo agresivo impulsa a mujeres a dejar las empresas tradicionales y crear negocios inclusivos

Liderazgo masculino y agresivo vuelve a las empresas y empuja a más mujeres al emprendimiento

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Venture capitalist Chamath Palihapitiya highlighted energy constraints as the primary barrier to artificial intelligence expansion, responding to concerns about Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) facing infrastructure bottlenecks despite massive capital expenditure plans.
<h2 class="wp-block-heading">Energy Emerges as AI&#8217;s Greatest Challenge</h2>
Palihapitiya wrote on X Wednesday that &#8220;Energy is the big bottle neck for AI,&#8221; outlining systemic constraints facing the industry. The venture capitalist detailed how physical and software AI require fundamental recipe changes beyond ingredient modifications.
&#8220;We need infinite and marginally costless energy,&#8221; Palihapitiya stated, emphasizing solar plus storage as the only viable near-term solution given 12-17 month deployment timelines.
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Energy is the big bottle neck for AI. In both physical and software AI, it's not just that the ingredients need to change but the entire recipe does as well: 1) we need infinite and marginally costless energy. This will mean an ensemble of energy sources working together that… <a href="https://t.co/ODtvNYyQwr">https://t.co/ODtvNYyQwr</a>
&mdash; Chamath Palihapitiya (@chamath) <a href="https://twitter.com/chamath/status/1950673622059667764?ref_src=twsrc%5Etfw">July 30, 2025</a></blockquote>
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See Also: <a href="https://www.benzinga.com/markets/equities/25/07/46745342/samsungs-chip-profits-crash-94-ai-demand-tesla-deal-hbm3e-ramp-offer-hope-for-2h-comeback-as-trump-hits-south-korea-with-15-tariff">Samsung&#8217;s Chip Profits Crash 94% — AI Demand, Tesla Deal, HBM3E Ramp Offer Hope For 2H Comeback As Trump Hits South Korea With 15% Tariff</a>
<h2 class="wp-block-heading">Meta&#8217;s Infrastructure Financing Strategy</h2>
Meta CFO Susan Li revealed the company may seek <a href="https://www.benzinga.com/markets/tech/25/07/46745285/meta-cfo-susan-li-says-company-may-tap-external-financing-for-2026-ai-infrastructure-as-capex-heads-toward-100-billion">external financing for 2026 AI infrastructure</a> as capital expenditures approach $100 billion. During the second quarter of 2025 earnings, Li said Meta is &#8220;exploring ways to work with financial partners to co-develop data centers.&#8221;
The company posted $47.52 billion in the second-quarter revenue, beating analyst expectations of $44.58 billion. Capital expenditures reached $17.01 billion with full-year guidance of $66-72 billion.
<h2 class="wp-block-heading">Industry-Wide Infrastructure Race Intensifies</h2>
New Era Funds Chief Investment Officer Rihard Jarc highlighted that even with $100-150 billion budgets, companies cannot spend due to equipment constraints. &#8220;Schneider Electric is completely booked until 2030,&#8221; Jarc wrote, highlighting supply chain bottlenecks.
Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) projected $30 billion in first-quarter capex, while 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>) raised 2025 spending to $85 billion.
<h2 class="wp-block-heading">Power Demand Projections Signal Crisis</h2>
Goldman Sachs projects global data center <a href="https://www.benzinga.com/markets/tech/25/07/46745285/meta-cfo-susan-li-says-company-may-tap-external-financing-for-2026-ai-infrastructure-as-capex-heads-toward-100-billion">demand growing 50% by 2027</a>, from 62 GW to 92 GW. AI workloads will account for 28% of usage by then.
By 2030, data center power demand could climb 165%, making the sector among the world&#8217;s top 10 electricity consumers. 
Read Next:
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<li><a href="https://www.benzinga.com/markets/tech/25/07/46744854/google-plans-6-billion-data-center-in-india-its-largest-in-asia-with-massive-renewable-energy-investment-report" target="_blank" rel="noreferrer noopener">Google Plans $6 Billion Data Center In India, Its Largest In Asia, With Massive Renewable Energy Investment: Report</a></li>
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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: Shutterstock

PLTR

Chamath Palihapitiya Weighs In On Meta's AI Ambitions As Energy Bottlenecks Emerge As The True Limiter

Prominent short seller Jim Chanos raised concerns on Wednesday about Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) potentially overstating profits through extended depreciation schedules on rapidly obsoleting artificial intelligence infrastructure.
<h2 class="wp-block-heading">Short Seller Questions Meta&#8217;s Accounting Methods</h2>
"If the true economic life on its GPUs is actually 2–3 years, most of its profits are materially overstated," Chanos wrote on X, noting that Meta's depreciable capital base stood at $210 billion as of June 30 with a reported useful life of 11 to 12 years.
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">It looks like $META's depreciable life on its capital base ($210B at 6/30/25) was 11-12 years, as of the 2Q. If the true economic life on its GPU's is actually 2-3 years, most of its "profits" are materially overstated. <a href="https://t.co/pqhqxjI7Un">pic.twitter.com/pqhqxjI7Un</a>
&mdash; James Chanos (@RealJimChanos) <a href="https://twitter.com/RealJimChanos/status/1950690540095418561?ref_src=twsrc%5Etfw">July 30, 2025</a></blockquote>
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<h2 class="wp-block-heading">Meta&#8217;s Massive AI Investment Scale</h2>
Meta reported <a href="https://www.benzinga.com/markets/tech/25/07/46745285/meta-cfo-susan-li-says-company-may-tap-external-financing-for-2026-ai-infrastructure-as-capex-heads-toward-100-billion">strong second-quarter of 2025 results</a> with $47.52 billion in revenue, beating analyst estimates of $44.58 billion. The company posted $7.14 earnings per share versus $5.79 expected.
However, capital expenditures reached $17.01 billion in the second quarter, with full-year guidance of $66-72 billion. CFO Susan Li indicated 2026 could see nearly $100 billion in capex as Meta <a href="https://www.benzinga.com/markets/tech/25/07/46745285/meta-cfo-susan-li-says-company-may-tap-external-financing-for-2026-ai-infrastructure-as-capex-heads-toward-100-billion">accelerates AI infrastructure spending</a>.
See Also: <a href="https://www.benzinga.com/markets/tech/25/07/46746335/satya-nadella-says-he-used-to-gaze-over-the-lake-and-wish-netflix-would-use-azure-but-is-happy-the-tide-has-turned-with-openai">Satya Nadella Says He Used To Gaze Over The Lake And Wish Netflix Would Use Azure, But Is Happy The Tide Has Turned With OpenAI</a>
<h2 class="wp-block-heading">Industry-Wide Depreciation Concerns</h2>
The depreciation debate extends beyond Meta. Amazon.com Inc.&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) Amazon Web Services already reduced server equipment useful life, cutting operating income by <a href="https://www.benzinga.com/tech/25/03/44450770/nvidia-ceo-jensen-huangs-joke-sparks-concerns-over-rapid-depreciation-of-ai-chips">approximately $700 million this year</a>.
Barclays analyst Ross Sandler projects similar changes could reduce <a href="https://www.benzinga.com/tech/25/03/44450770/nvidia-ceo-jensen-huangs-joke-sparks-concerns-over-rapid-depreciation-of-ai-chips">Meta&#8217;s operating income</a> by $5 billion and Alphabet Inc.&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) by $3.5 billion.
<h2 class="wp-block-heading">Financial Performance Amid Questions</h2>
Despite accounting concerns, Meta shares surged 11.49% in after-hours trading to $775.10 following earnings. The company maintains a 43% operating margin and generated $8.55 billion in free cash flow.
Goldman Sachs projects global data center <a href="https://www.benzinga.com/markets/tech/25/07/46471676/meta-palantir-amazon-ai-datacenter-growth">demand will grow 50% by 2027</a>, driven largely by AI workloads expected to account for 28% of usage.
Read Next: 
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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: Shutterstock

Short Sellers

Meta's $210 Billion Tech Stack May Be Masking A Harsh Truth: Jim Chanos Says 12-Year Depreciation On 2-Year GPUs Overstates Profits

The CNN Money Fear and Greed index showed some decline in the overall market sentiment, while the index remained in the &#8220;Greed&#8221; zone on Wednesday.
U.S. stocks settled lower on Wednesday, with the Dow Jones index falling more than 150 points during the session after Federal Reserve Chair Jerome Powell said "no decision" has been made on a September rate cut.
On Wednesday, the Federal Reserve held interest rates steady at 4.25%-4.50% as expected, yet two members broke ranks to support a rate cut, marking the most divided Fed meeting in over three decades.
Wingstop Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WING#NASDAQ">WING</a>) shares jumped around 27% on Wednesday after the company reported better-than-expected second-quarter EPS and sales. Avis Budget Group, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CAR#NASDAQ">CAR</a>) fell 15% following worse-than-expected quarterly EPS and sales.
On the economic data front, U.S. pending home sales declined by 0.8% from the previous month in May, following a 1.8% gain in April. The U.S. economy expanded at an annualized rate of 3% in the second quarter following a 0.5% contraction in the previous quarter. Private businesses in the U.S. added 104,000 jobs in July, compared to market estimates of a 75,000 increase.
Most sectors on the S&amp;P 500 closed on a negative note, with materials, real estate and energy stocks recording the biggest losses on Wednesday. However, information technology and utilities stocks bucked the overall market trend, closing the session higher.
The Dow Jones closed lower by 172 points to 44,461.28 on Wednesday. The S&amp;P 500 fell 0.12% to 6,362.90, while the Nasdaq Composite gained 0.15% to 21,129.67 during Wednesday's session.
Investors are awaiting earnings results from 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 Bristol-Myers Squibb Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BMY#NYSE">BMY</a>) today.
What is CNN Business Fear &amp; Greed Index?
At a current reading of 66.7, the index remained in the &#8220;Greed&#8221; zone on Wednesday, versus a prior reading of 68.1.
The Fear &amp; Greed Index is a measure of the current market sentiment. It is based on the premise that higher fear exerts pressure on stock prices, while higher greed has the opposite effect. The index is calculated based on seven equal-weighted indicators. The index ranges from 0 to 100, where 0 represents maximum fear and 100 signals maximum greediness.
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Photo courtesy: Shutterstock

Pre-Market Outlook

WING

Dow Falls Over 150 Points After Powell's Comments On Rate Cuts: Investor Sentiment Declines, But Fear Index Remains In 'Greed' Zone

Arm Holdings Plc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARM#NASDAQ">ARM</a>) is actively exploring a significant strategic shift towards developing &#8220;full-end solutions&#8221; and chiplets, potentially moving beyond its traditional intellectual property (IP) licensing model.
Check out the stock price of <a href="https://www.benzinga.com/quote/ARM">Arm over here.</a>
What Happened: This revelation came during the company&#8217;s <a href="https://www.benzinga.com/markets/earnings/25/07/46740862/arm-holdings-shares-move-lower-following-q1-earnings-revenue-miss-eps-in-line-soft-q2-earnings-guidance">first quarter 2026 earnings</a> call, where CEO Rene Haas indicated the move is driven by the &#8220;insatiable compute demands of AI&#8221; and customer requests for more integrated solutions.
Haas stated, &#8220;We are continuing to explore the possibility of moving beyond our current platform into additional compute to subsystems, chiplets and potentially full-end solutions.&#8221;
He elaborated that the company is &#8220;looking now at the viability of moving beyond the current platform to additional subsystems, chiplets or possibly full solutions,&#8221; emphasizing that Arm possesses the internal expertise needed to &#8220;design, implement and have a chiplet, for example, manufacturing.&#8221;
This signals a potential foray into areas currently dominated by its partners and customers, including major players like Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>).
The strategic exploration is closely tied to Arm&#8217;s surging presence in the AI landscape. The company reported that its Neoverse data center chips are expected to capture &#8220;nearly 50%&#8221; market share among top hyperscalers this year, a dramatic leap from &#8220;sub 20%&#8221; just a year ago.
This growth is fueled by adoption in critical AI infrastructure, including Nvidia Grace Blackwell, Amazon.com Inc.&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) AWS Graviton, Alphabet Inc.&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) Google Axion, and Microsoft Corp.&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) Cobalt.
The integration of Arm designs into high-performance AI systems, such as Nvidia&#8217;s Grace Blackwell, which is &#8220;25x more energy efficient than the previous x86-based system,&#8221; underscores Arm&#8217;s growing influence.
See Also:&nbsp;<a href="https://www.benzinga.com/crypto/cryptocurrency/25/07/46513468/bitcoin-miner-iren-could-surge-1572-as-sotp-valuation-pegs-300-target-hedge-fund-manager-eric-jackson-says-were-cooking-with-gas" target="_blank" rel="noreferrer noopener">Bitcoin Miner IREN Could Surge 1,572% As SOTP Valuation Pegs $300 Target — Hedge Fund Manager Eric Jackson Says, ‘We&#8217;re Cooking With Gas&#8217;</a>
Why It Matters: While a direct entry into chip manufacturing could create new competitive dynamics with its existing clientele, Arm&#8217;s confidence stems from its unique position as the &#8220;only compute platform built to deliver AI performance across the full spectrum of power and performance from milliwatts to megawatts.&#8221;
The company also highlighted the success of its Compute Subsystems (CSS) platforms, which are already delivering &#8220;double the royalty of Armv9&#8221; and exceeding expectations, providing a blueprint for more integrated offerings.
Arm missed the <a href="https://www.benzinga.com/markets/earnings/25/07/46740862/arm-holdings-shares-move-lower-following-q1-earnings-revenue-miss-eps-in-line-soft-q2-earnings-guidance">first-quarter</a> revenue estimate of $1.055 billion, as its sales came in at $1.053 billion. The adjusted earnings of 35 cents per share were in line with the analyst estimates. &#8211;
Price Action: Arm shares fell 8.56% in after-hours on Wednesday. The stock was up 27.40% year-to-date and 13.29% over the past year.
Benzinga's Edge Stock Rankings indicate that Arm maintains solid momentum across the short, medium, and long term. However, the stock scores poorly on value rankings. Additional performance details are <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-3/#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">available here</a>.
<figure class="wp-block-image size-large"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-3/#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img loading="lazy" decoding="async" width="1024" height="161" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/31015503/arm-edge-1024x161.png" alt="" class="wp-image-1008333" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/31015503/arm-edge-1024x161.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/31015503/arm-edge-300x47.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/31015503/arm-edge-768x121.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/31015503/arm-edge.png 1284w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
The SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) and Invesco QQQ Trust ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>), which track the S&amp;P 500 index and Nasdaq 100 index, respectively, ended on a mixed note on Wednesday. The SPY was down 0.13% at $634.46, while the QQQ advanced 0.13% to $568.02, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a> data.
On Thursday, the futures of the Dow Jones, S&amp;P 500, and Nasdaq 100 indices were trading higher.
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Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: Shutterstock

Earnings

Arm Holdings Explores Designing Its Own Chips As AI Demand Skyrockets: More Competition For Nvidia?

With U.S. stock futures trading higher this morning on Thursday, some of the stocks that may grab investor focus today are as follows:
<ul class="wp-block-list">
<li>Wall Street expects Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) to report quarterly earnings at $1.42 per share on revenue of $89.04 billion after the closing bell, according to data from <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a>. Apple shares fell 0.2% to $208.66 in after-hours trading.</li>
<li>Analysts are expecting Amazon.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) to have earned $1.31 per share on revenue of $161.87 billion for the latest quarter. The company will release earnings after the closing bell. Amazon shares rose 3.1% to $237.42 in after-hours trading.</li>
<li>Meta Platforms Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) reported better-than-expected second-quarter financial results and issued third-quarter sales guidance above estimates. Meta reported second-quarter revenue of $47.52 billion, beating analyst estimates of $44.58 billion, according to Benzinga Pro. The company reported second-quarter earnings of $7.14 per share, beating estimates of $5.79 per share. Meta shares surged 11.5% to $775.10 in the after-hours trading session.</li>
</ul>
Check out our <a href="https://www.benzinga.com/premarket/">premarket coverage here</a>
<ul class="wp-block-list">
<li>Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) reported better-than-expected fourth-quarter financial results and issued strong forecast for the current quarter. Microsoft reported fourth-quarter revenue of $76.44 billion, up 17% year-over-year. The revenue total beat a Street consensus estimate of $73.80 billion according to data from Benzinga Pro. The company reported fourth-quarter earnings per share of $3.65, beating a Street consensus estimate of $3.37. Microsoft shares jumped 8.3% to $555.74 in the after-hours trading session.</li>
<li>Analysts expect Bristol-Myers Squibb Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BMY#NYSE">BMY</a>) to post quarterly earnings at $1.58 per share on revenue of $11.31 billion before the opening bell. Bristol-Myers Squibb shares rose 0.2% to $46.08 in after-hours trading.</li>
</ul>
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Photo via Shutterstock

Markets

Trading Ideas

Microsoft, Apple And 3 Stocks To Watch Heading Into Thursday

Microsoft Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) CEO Satya Nadella has said that working with leading AI startups like OpenAI helps sharpen the company's cloud infrastructure and product development, drawing a parallel to a time when he wished Netflix Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>) had chosen Azure over Amazon.com, Inc.'s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) Amazon Web Services.
<h2 class="wp-block-heading">Nadella Wanted Netflix On Azure, Not AWS</h2>
During Microsoft's fiscal <a href="https://www.benzinga.com/markets/earnings/25/07/46738585/microsoft-q4-earnings-highlights-double-beat-ceo-says-cloud-and-ai-is-the-driving-force">fourth-quarter earnings</a> call on Wednesday, Morgan Stanley analyst Keith Weiss asked Nadella how the company manages the balance between supporting fast-growing AI startups — which are both major customers and potential competitors — and ensuring long-term value for Microsoft's cloud business.
In response, Nadella said Microsoft has been in similar positions before, referencing early cloud adoption in the streaming era.
"Back in the day when I was getting started on Azure, I used to look over the lake and sort of see Netflix and Amazon, and I say, ‘I wish Netflix ran on Azure,'" Nadella said. "And in some sense, that's kind of what we now have… the largest AI workloads run on Azure."
See Also: <a href="https://www.benzinga.com/markets/tech/25/07/46686037/nvidia-is-now-worth-twice-tesla-amd-palantir-and-intel-combined" target="_blank" rel="noreferrer noopener">Nvidia Is Now Worth Twice Tesla, AMD, Palantir, And Intel Combined</a>
<h2 class="wp-block-heading">AI Startups Like OpenAI Help Microsoft Optimize Its Cloud Stack</h2>
He explained that these high-demand AI applications, like ChatGPT and Copilot, allow Microsoft to optimize its entire data and software stack — including tools like Cosmos DB — around the needs of cutting-edge workloads.
"These are workload results that are invaluable for us to learn to build both the products as well as the platform," he said.
<h2 class="wp-block-heading">Microsoft Eyes Broad Adoption Beyond Leading AI Players</h2>
Nadella underscored that Microsoft's strategy includes not just supporting headline AI startups but also tracking usage across a "broad diffusion" of second-tier AI apps, ensuring scalability and relevance for a wide customer base.
<h2 class="wp-block-heading">Azure Posts Strong Growth, Hits $75 Billion In Annual Revenue</h2>
Microsoft reported fourth-quarter revenue of $76.44 billion, marking a 17% year-over-year increase and surpassing the Street estimate of $73.80 billion.
The Intelligent Cloud segment brought in $29.9 billion, up 26% from a year ago. Azure and other cloud services within the Intelligent Cloud segment posted a 39% year-over-year revenue increase.
Nadella noted that Azure crossed $75 billion in <a href="https://www.benzinga.com/etfs/sector-etfs/25/07/46735066/microsofts-74-billion-ai-surprise-etfs-bet-big-on-azures-secret-weapon">revenue for the full fiscal</a> year, up 34% year-over-year.
<h2 class="wp-block-heading">Microsoft Still Trails AWS In Global Cloud Market</h2>
As of the fourth quarter 2024, AWS maintains its lead in the global cloud infrastructure market with a 30% share, according to Synergy Research Group.
Microsoft Azure followed at 21%, and 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 Cloud held 12%. Together, the &#8220;Big Three&#8221; controlled over 60% of the market, while all other providers remained in the low single digits.
Price Action: On Wednesday, Microsoft shares edged up 0.13% during regular trading and jumped 8.28% in after-hours trading, according to <a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0717">Benzinga Pro</a>.
Benzinga&#8217;s Edge Stock Rankings show that MSFT maintains strong momentum across short, medium and long-term periods, although its value rating remains relatively low. <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/2025/07/31010841/Screenshot-2025-07-31-at-10.27.48%E2%80%AFAM.png" alt="" class="wp-image-1008297" /></a></figure>
Photo Courtesy: Dragos Asaftei on Shutterstock.com
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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.

NFLX

Satya Nadella Says He Used To Gaze Over The Lake And Wish Netflix Would Use Azure, But Is Happy The Tide Has Turned With OpenAI

Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) may look to outside partners to help finance its ballooning infrastructure investments in 2026, as it ramps up spending on artificial intelligence <a href="https://www.benzinga.com/markets/25/02/43962882/meta-gears-up-for-ai-dominance-with-200-billion-data-center-project-report">and data centers</a>.
<h2 class="wp-block-heading">Meta Eyes Financial Partners Amid Soaring AI Costs</h2>
During the company's <a href="https://www.benzinga.com/markets/earnings/25/07/46739277/meta-beats-q2-earnings-estimates-issues-strong-guidance-shares-surge-to-new-highs">second-quarter 2025 earnings</a> call, CFO Susan Li addressed questions around how Meta plans to fund what could exceed $100 billion in capital expenditures next year.
"We certainly expect that we will finance some large share of that ourselves," Li said. "But we&#8217;re also exploring ways to work with financial partners to co-develop data centers."
Li noted that while Meta has not finalized any transactions, the company sees an opportunity in attracting external capital to support large-scale infrastructure.
"We generally believe that there will be models here that will attract significant external financing… while providing us with flexibility should our infrastructure requirements change over time," she added.
See Also: <a href="https://www.benzinga.com/trading-ideas/movers/25/07/46727737/palo-alto-networks-stock-is-falling-today-whats-going-on" target="_blank" rel="noreferrer noopener">Palo Alto Networks Stock Is Falling Today: What's Going On?</a>
<h2 class="wp-block-heading">Alphabet, Microsoft Also In Infrastructure Race 
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</h2>
Meta is one of several tech giants racing to scale AI infrastructure globally. It posted second-quarter revenue of $47.52 billion, surpassing <a href="http://benzinga.com/quote/META/earnings">analyst expectations</a> of $44.58 billion.
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>), which <a href="https://www.benzinga.com/markets/earnings/25/07/46587283/alphabet-q2-earnings-revenue-eps-beat-estimates-google-parent-raises-capex-outlook-due-to-strong-and-growing-cloud-demand">reported earnings last week</a>, has also raised its 2025 capital expenditure forecast to around $85 billion, citing "strong and growing demand" for its cloud products and services.
On Wednesday, Microsoft Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) reported <a href="https://www.benzinga.com/markets/earnings/25/07/46738585/microsoft-q4-earnings-highlights-double-beat-ceo-says-cloud-and-ai-is-the-driving-force">fourth-quarter earnings</a> and projected $30 billion in capital expenditures for the current fiscal first quarter, driven by surging sales in its Azure cloud segment.
<h2 class="wp-block-heading">Data Center Demand Set To Explode</h2>
A global surge in data center construction is underway to meet the soaring computing demands of AI leaders like Meta, Palantir Technologies (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>) and Amazon.com, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>).
Goldman Sachs projects <a href="https://www.benzinga.com/markets/tech/25/07/46471676/meta-palantir-amazon-ai-datacenter-growth">global data center demand</a> will grow 50% by 2027, rising from 62 GW to 92 GW, largely driven by AI workloads, which are expected to account for 28% of usage by then.
By 2030, data center power demand could climb 165%, making the sector one of the world&#8217;s top 10 electricity consumers.
Price Action: Meta shares dipped 0.68% on Wednesday but surged 11.49% in after-hours trading, reaching $775.10, per <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a>.
According to Benzinga&#8217;s Edge Stock Rankings, META maintains strong upward momentum across short, medium and long-term timeframes. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound'">Additional performance insights are available here</a>.
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound'"><img decoding="async" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/30233520/Screenshot-2025-07-31-at-9.00.45%E2%80%AFAM.png" alt="" class="wp-image-1008220" /></a></figure>
Photo Courtesy: Skorzewiak on Shutterstock.com
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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.

Meta CFO Susan Li Says Company May Tap External Financing For 2026 AI Infrastructure As CapEx Heads Toward $100 Billion

<a href="https://variety.com/2025/digital/news/netflix-of-ai-amazon-invests-fable-showrunner-launch-1236471989/" title="https://variety.com/2025/digital/news/netflix-of-ai-amazon-invests-fable-showrunner-launch-1236471989/">https://variety.com/2025/digital/news/netflix-of-ai-amazon-invests-fable-showrunner-launch-1236471989/</a>

'Amazon Invests in 'Netflix of AI' Start-Up Fable, Which Launches Showrunner: A Tool for User-Directed TV Shows' -Variety Report

In a world more and more controlled by megacap tech and AI-driven hype, the Xtrackers S&amp;P 500 Diversified Sector Weight ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SPXD#NASDAQ">SPXD</a>) is quietly making its move &#8211; a balanced way to gain exposure to the S&amp;P 500 without taking a ride on the Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) rollercoaster.
Also Read: <a href="https://www.benzinga.com/etfs/specialty-etfs/25/07/46731965/metas-ai-firepower-could-ignite-magnificent-seven-etfs">Meta&#8217;s AI Firepower Could Ignite Magnificent Seven ETFs</a>
Investors tend to flock to <a href="https://www.benzinga.com/etfs">broad-based ETFs</a><a href="https://www.benzinga.com/etfs" target="_blank" rel="noopener">,</a> such as the SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) and the Vanguard S&amp;P 500 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VOO#NYSE">VOO</a>), for market exposure. Yet with Apple (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), Microsoft (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), Nvidia, and Amazon (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) sitting at the top, the traditional S&amp;P 500 is starting to resemble the &#8220;S&amp;P 5.&#8221; The increasing concentration risk has led many investors to question whether the diversification within the index is more myth than reality.
Enter SPXD, brought to market by Xtrackers and driven by an innovative indexing approach created by Syntax LLC. Instead of allocating weight evenly or by market capitalization, SPXD uses a hierarchical sector-weighting approach that digs down into business activities and revenue streams. The outcome? Exposure to actual economic activity, not mere buzz terms like &#8220;AI&#8221; and &#8220;cloud.&#8221;
As of July 24, the launch date, the fund&#8217;s largest holdings are Berkshire Hathaway (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRK#NYSE">BRK</a>) (3.69%), Jabil Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JBL#NYSE">JBL</a>) (1.71%), and Abbott Laboratories (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ABT#NYSE">ABT</a>) (1.68%), a far cry from the tech-dominated roster of legacy S&amp;P 500 funds. There is a bit of tilt toward information technology, but industrials, financials, consumer staples and healthcare all receive decent representation.
And to top it off, even with its differentiated strategy, SPXD remains an affordable option. Its cost ratio is a mere 0.09%, tied with SPY&#8217;s. That&#8217;s no small accomplishment for an ETF with a new passive approach, particularly in an era where active management fees have a tendency to creep into portfolios like unwanted dinner guests.
For investors who fear a tech bubble déjà vu or want smoother rides through market volatility, SPXD could be the index ETF with a seatbelt installed.
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Photo: Shutterstock

New ETFs

ETFs

SPXD

This New ETF Brings Out The Best In S&P 500 Without The Tech Overload

<a href="https://www.axios.com/2025/07/30/amazon-prices-trump-tariffs-senator-letter" title="https://www.axios.com/2025/07/30/amazon-prices-trump-tariffs-senator-letter">https://www.axios.com/2025/07/30/amazon-prices-trump-tariffs-senator-letter</a>

Reported Earlier: 'Exclusive: Senate Dem Presses Amazon On Price Hikes Amid Tariffs' - Axios

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul class="wp-block-list">
<li>Bernstein raised Mondelez International, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MDLZ#NASDAQ">MDLZ</a>) price target from $79 to $88. Bernstein analyst Alexia Howard maintained an Outperform rating. Mondelez shares closed at $69.71 on Tuesday. <a href="https://www.benzinga.com/quote/mdlz/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Macquarie increased the price target for MARA Holdings, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MARA#NASDAQ">MARA</a>) from $19 to $26. Macquarie analyst Paul Golding maintained an Outperform rating. MARA Holdings shares closed at $16.61 on Tuesday. <a href="https://www.benzinga.com/quote/mara/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Citigroup raised Johnson Controls International plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JCI#NYSE">JCI</a>) price target from $110 to $112. Citigroup analyst Andrew Kaplowitz maintained a Neutral rating. Johnson Controls shares closed at $103.24 on Tuesday. <a href="https://www.benzinga.com/quote/JCI/analyst-ratings">See how other analysts view this stock.</a></li>
<li>BMO Capital raised the price target for Starbucks Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SBUX#NASDAQ">SBUX</a>) from $100 to $115. BMO Capital analyst Andrew Strelzik maintained an Outperform rating. Starbucks shares closed at $92.96 on Tuesday. <a href="https://www.benzinga.com/quote/SBUX/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Loop Capital increased the price target for DICK&#8217;S Sporting Goods, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DKS#NYSE">DKS</a>) from $180 to $215. Loop Capital analyst Anthony Chukumba maintained a Hold rating. DICK&#8217;S Sporting shares closed at $214.79 on Tuesday. <a href="https://www.benzinga.com/quote/DKS/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Barclays increased Sysco Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SYY#NYSE">SYY</a>) price target from $77 to $82. Barclays analyst Jeffrey Bernstein maintained an Overweight rating. Sysco shares settled at $78.38 on Tuesday. <a href="https://www.benzinga.com/quote/SYY/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>B. Riley Securities increased Booking Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BKNG#NASDAQ">BKNG</a>) price target from $6,100 to $6,700. B. Riley Securities analyst Naved Khan maintained a Buy rating. Booking shares closed at $5,590.77 on Tuesday. <a href="https://www.benzinga.com/quote/BKNG/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Truist Securities raised Armstrong World Industries, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AWI#NYSE">AWI</a>) price target from $175 to $195. Truist Securities analyst Keith Hughes maintained a Buy rating. Armstrong World shares closed at $184.66 on Tuesday.  <a href="https://www.benzinga.com/quote/AWI/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Morgan Stanley cut the price target for Spotify Technology S.A. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPOT#NYSE">SPOT</a>) from $850 to $800. Morgan Stanley analyst Manan Gosalia maintained an Overweight rating. Spotify shares settled at $620.01 on Tuesday. <a href="https://www.benzinga.com/quote/SPOT/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Wedbush increased Amazon.com, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) price target from $235 to $250. Wedbush analyst Scott Devitt maintained an Outperform rating. Amazon shares closed at $231.01 on Tuesday. <a href="https://www.benzinga.com/quote/amzn/analyst-ratings">See how other analysts view this stock</a>.</li>
</ul>
Considering buying AMZN stock? Here&#8217;s what analysts think:
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="593" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/30142218/image-480-1024x593.png" alt="" class="wp-image-1007658" style="width:629px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/30142218/image-480-1024x593.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/30142218/image-480-300x174.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/30142218/image-480-768x445.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/30142218/image-480.png 1082w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
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Photo via Shutterstock

Price Target

Analyst Ratings

BKNG

MARA

MDLZ

SBUX

SPOT

Amazon To Rally More Than 8%? Here Are 10 Top Analyst Forecasts For Wednesday

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General

ORCL

PINS

SNAP

'TikTok to Roll Out New Tool for Advertisers to Follow People Beyond the App'- Adweek

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders often look for circumstances when the market estimation of an option diverges away from its normal worth. Abnormal amounts of trading activity could push option prices to hyperbolic or underperforming levels. 
Below are some instances of options activity happening in the Consumer Discretionary sector: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>TSLA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>08/01/25</td>
<td>$320.00</td>
<td>$40.4K</td>
<td>22.2K</td>
<td>52.5K</td>
</tr>
<tr>
<td>TDUP</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$10.00</td>
<td>$54.1K</td>
<td>563</td>
<td>4.1K</td>
</tr>
<tr>
<td>QS</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$9.00</td>
<td>$39.0K</td>
<td>14.5K</td>
<td>3.3K</td>
</tr>
<tr>
<td>MGM</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>08/01/25</td>
<td>$37.00</td>
<td>$51.0K</td>
<td>2.9K</td>
<td>2.9K</td>
</tr>
<tr>
<td>AMZN</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>08/01/25</td>
<td>$230.00</td>
<td>$39.3K</td>
<td>11.8K</td>
<td>2.6K</td>
</tr>
<tr>
<td>VSCO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>09/19/25</td>
<td>$18.00</td>
<td>$46.8K</td>
<td>2.1K</td>
<td>800</td>
</tr>
<tr>
<td>MCW</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$5.00</td>
<td>$73.5K</td>
<td>624</td>
<td>664</td>
</tr>
<tr>
<td>SBUX</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>08/01/25</td>
<td>$100.00</td>
<td>$67.0K</td>
<td>51</td>
<td>609</td>
</tr>
<tr>
<td>DNUT</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>11/21/25</td>
<td>$3.50</td>
<td>$36.0K</td>
<td>40</td>
<td>364</td>
</tr>
<tr>
<td>PTON</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$4.00</td>
<td>$48.7K</td>
<td>1.0K</td>
<td>214</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• For TSLA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>), we notice a call option sweep that happens to be bearish, expiring in 2 day(s) on August 1, 2025. This event was a transfer of 101 contract(s) at a $320.00 strike. This particular call needed to be split into 5 different trades to become filled. The total cost received by the writing party (or parties) was $40.4K, with a price of $400.0 per contract. There were 22211 open contracts at this strike prior to today, and today 52598 contract(s) were bought and sold. 
• For TDUP (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TDUP#NASDAQ">TDUP</a>), we notice a call option sweep that happens to be bullish, expiring in 170 day(s) on January 16, 2026. This event was a transfer of 517 contract(s) at a $10.00 strike. This particular call needed to be split into 8 different trades to become filled. The total cost received by the writing party (or parties) was $54.1K, with a price of $105.0 per contract. There were 563 open contracts at this strike prior to today, and today 4119 contract(s) were bought and sold. 
• Regarding QS (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/QS#NYSE">QS</a>), we observe a put option sweep with bullish sentiment. It expires in 16 day(s) on August 15, 2025. Parties traded 500 contract(s) at a $9.00 strike. This particular put needed to be split into 5 different trades to become filled. The total cost received by the writing party (or parties) was $39.0K, with a price of $78.0 per contract. There were 14586 open contracts at this strike prior to today, and today 3342 contract(s) were bought and sold. 
• Regarding MGM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MGM#NYSE">MGM</a>), we observe a put option trade with bearish sentiment. It expires in 2 day(s) on August 1, 2025. Parties traded 750 contract(s) at a $37.00 strike. The total cost received by the writing party (or parties) was $51.0K, with a price of $68.0 per contract. There were 2984 open contracts at this strike prior to today, and today 2944 contract(s) were bought and sold. 
• Regarding AMZN (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), we observe a call option trade with neutral sentiment. It expires in 2 day(s) on August 1, 2025. Parties traded 60 contract(s) at a $230.00 strike. The total cost received by the writing party (or parties) was $39.3K, with a price of $655.0 per contract. There were 11879 open contracts at this strike prior to today, and today 2611 contract(s) were bought and sold. 
• For VSCO (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VSCO#NYSE">VSCO</a>), we notice a call option sweep that happens to be bullish, expiring in 51 day(s) on September 19, 2025. This event was a transfer of 130 contract(s) at a $18.00 strike. This particular call needed to be split into 5 different trades to become filled. The total cost received by the writing party (or parties) was $46.8K, with a price of $360.0 per contract. There were 2176 open contracts at this strike prior to today, and today 800 contract(s) were bought and sold. 
• For MCW (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MCW#NASDAQ">MCW</a>), we notice a call option sweep that happens to be bullish, expiring in 16 day(s) on August 15, 2025. This event was a transfer of 525 contract(s) at a $5.00 strike. This particular call needed to be split into 52 different trades to become filled. The total cost received by the writing party (or parties) was $73.5K, with a price of $140.0 per contract. There were 624 open contracts at this strike prior to today, and today 664 contract(s) were bought and sold. 
• For SBUX (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SBUX#NASDAQ">SBUX</a>), we notice a put option trade that happens to be bullish, expiring in 2 day(s) on August 1, 2025. This event was a transfer of 100 contract(s) at a $100.00 strike. The total cost received by the writing party (or parties) was $67.0K, with a price of $670.0 per contract. There were 51 open contracts at this strike prior to today, and today 609 contract(s) were bought and sold. 
• Regarding DNUT (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DNUT#NASDAQ">DNUT</a>), we observe a call option sweep with bullish sentiment. It expires in 114 day(s) on November 21, 2025. Parties traded 364 contract(s) at a $3.50 strike. This particular call needed to be split into 28 different trades to become filled. The total cost received by the writing party (or parties) was $36.0K, with a price of $100.0 per contract. There were 40 open contracts at this strike prior to today, and today 364 contract(s) were bought and sold. 
• Regarding PTON (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PTON#NASDAQ">PTON</a>), we observe a call option trade with bearish sentiment. It expires in 51 day(s) on September 19, 2025. Parties traded 150 contract(s) at a $4.00 strike. The total cost received by the writing party (or parties) was $48.7K, with a price of $325.0 per contract. There were 1085 open contracts at this strike prior to today, and today 214 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more about unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Options

DNUT

PTON

TDUP

VSCO

10 Consumer Discretionary Stocks Whale Activity In Today's Session

When Amazon (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) writes a check to a startup, headlines follow. The excitement rises further when <a href="https://www.benzinga.com/news/topics/25/07/46278447/google-wants-to-hit-net-zero-by-2030-so-it-signed-a-massive-deal-with-a-bill-gates-backed-startup-thats-still-years-away-from-making-energy">Bill Gates</a>' Gates Frontier investment arm is already on the cap table.
Lumotive, a programmable optics startup based in Redmond, Washington,<a href="https://lumotive.com/press-releases/amazon-and-ithca-invest-in-lumotive/"> announced</a> on July 22 that it has reopened its Series B round to add Amazon's Industrial Innovation Fund and Oman's ITHCA Group on its backers' list, boosting the total raised to $59 million. The company had previously secured $45 million in February, co‑led by Gates Frontier and MetaVC.
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<h2 class="wp-block-heading">Lumotive's Light Control Metasurface Chips Could Disrupt LiDAR Industry</h2>
Lumotive builds light control metasurface chips, which use nano‑scale pixels to steer and shape light electronically without moving parts. CEO Sam Heidari called the innovation "a paradigm shift… being able to manipulate the light electronically," according to<a href="https://techcrunch.com/2025/07/22/amazon-backs-programmable-optics-startup-lumotive/"> TechCrunch</a>.
These solid‑state chips are smaller, cheaper, and more scalable than traditional light detection and ranging systems, with potential applications in autonomous vehicles, <a href="https://www.benzinga.com/markets/tech/25/06/45783322/amazon-launches-new-agentic-ai-group-to-boost-robotics-enhance-user-interactions">robotics</a>, and optical switching in data centers, TechCrunch reports. Lumotive says its approach enables faster, more reliable 3D sensing for industries that require high‑performance solutions.
According to TechCrunch, the startup began commercial chip sales in 2024, keeping its customer base intentionally small while proving its technology in real‑world deployments.
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"This strategic investment reflects our confidence in Lumotive's world-class technology and its potential impact on the region," ITHCA Group CEO Said bin Abdullah Al Mandhari said in a statement. "Lumotive's presence in Oman strengthens our innovation ecosystem and supports national priorities across telecommunications, AI, and smart infrastructure."
<h2 class="wp-block-heading">Amazon and Oman's ITHCA Offer More Than Just Capital</h2>
Heidari told TechCrunch that strong investor interest prompted Lumotive to reopen the round for the two backers, saying, "Amazon, it has a lot of strategic value for us… We do appreciate the relationship more than the money."
The Amazon Industrial Innovation Fund backs technologies that advance automation, robotics, and next‑generation industrial systems, according to Lumotive&#8217;s statement. The investment from ITHCA Group, Oman's sovereign tech fund, reflects alignment with the country's digital transformation goals and its initiatives in AI and smart infrastructure.
"With their programmable optical beamforming chips, Lumotive is building a critical foundation for the next generation of intelligent machines. We're excited to support their mission and see broad potential for their technology in industrial automation, robotics, and beyond," Amazon Industrial Innovation Fund Director Franziska Bossart said in the statement.
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<h2 class="wp-block-heading">Lumotive Expands With $59M to Scale Sales, Marketing, and R&amp;D</h2>
Founded in 2018 and spun out of Intellectual Ventures, Lumotive has raised more than $100 million in venture capital. Heidari told TechCrunch about the company's commercial readiness, stating, "It's a proven technology in the field. We knew that there is a big demand for it. Not only can it work, it can work in a deployable fashion."
The latest funding, which also includes financing from Stifel Bank (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SF#NYSE">SF</a>), adds to Lumotive's growing list of backers, such as EDOM, East Bridge, Grazia, HiMax (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HIMX#NASDAQ">HIMX</a>), Hokuyo, Quan Funds, Swisscom Ventures, and TSVC, according to the statement.
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Image: Shutterstock

HIMX

'Amazon, It Has A Lot Of Strategic Value For Us' — Lumotive Scores $59M With Backing From Amazon, Oman's ITHCA Group

<a href="https://www.bloomberg.com/news/articles/2025-07-30/apple-google-openai-to-work-with-feds-to-make-health-data-helpful">https://www.bloomberg.com/news/articles/2025-07-30/apple-google-openai-to-work-with-feds-to-make-health-data-helpful</a>

'Apple, Google, OpenAI to Work With Federal Agencies to Make Health Data Helpful'- Bloomberg

Amazon.com (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) <a target="_blank" href="https://www.benzinga.com/tech" rel="noreferrer noopener">has agreed to pay</a> The New York Times (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NYT#NYSE">NYT</a>) between $20 million and $25 million annually under a multiyear content licensing deal, according to people familiar with the terms.
Though the companies announced the agreement in May, this is the first time financial details have come to light.
The annual payout represents nearly 1% of the Times&#8217;s 2024 revenue and offers insight into how major tech firms are valuing journalism in an AI-driven information landscape, the Wall Street Journal <a target="_blank" href="https://www.wsj.com/business/media/amazon-to-pay-new-york-times-at-least-20-million-a-year-in-ai-deal-66db8503" rel="noreferrer noopener">reported</a> on Wednesday.
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The deal gives Amazon access to a wide range of New York Times content including material from its core news site, cooking section, and The Athletic, which Amazon can use to train AI models and power features like Alexa responses, including summaries or snippets from Times stories.
This marks Amazon&#8217;s first AI-related licensing agreement with a news publisher and The Times&#8217;s first deal with a tech giant for AI training purposes, the WSJ writes.
<h2 class="wp-block-heading">Other AI-Content Partnerships</h2>
As AI tools increasingly compete with traditional search engines and draw traffic away from publisher websites, licensing deals have emerged for media companies to monetize their content.
OpenAI, for instance, <a target="_blank" href="https://www.benzinga.com/news/24/05/38975543/news-corp-stock-pops-on-multiyear-deal-with-openai" rel="noreferrer noopener">has signed similar pacts</a>, including one with News Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NWS#NASDAQ">NWS</a>) that could be worth more than $250 million over five years, and another with Axel Springer valued at $25 million to $30 million over three years.
OpenAI and Reddit (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RDDT#NYSE">RDDT</a>) formed a partnership that granted ChatGPT access to Reddit threads and introduced new AI-powered features for Reddit users.
According to the May 2023 report, the New York Times <a target="_blank" href="https://www.benzinga.com/news/23/05/32281165/google-to-dole-out-100m-to-new-york-times-under-multi-year-content-deal" rel="noreferrer noopener">earned nearly $100 million</a> over three years from a deal with Alphabet (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) Google that allowed the tech giant to feature Times content across its platforms.
The expanded agreement covered content distribution, subscriptions, and using Google tools for marketing and ad testing. It helped offset lost revenue after Meta Platforms (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) chose not to renew its Facebook News tab deal, which previously paid the Times over $20 million annually.
Meanwhile, News Corp also struck a multiyear deal with Google in 2021, estimated to bring in over $100 million annually. Both media companies have criticized Google and Facebook for using news content without fair compensation.
Price Actions: NYT shares are down 0.18% at $51.91 at the last check Wednesday. AMZN is down 0.36%.
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Photo by Tada Images via Shutterstock

Competitor Analysis: Evaluating Amazon.com And Competitors In Broadline Retail Industry

Amazon.com (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) will release its quarterly earnings report on Thursday, 2025-07-31. Here's a brief overview for investors ahead of the announcement.
Analysts anticipate Amazon.com to report an earnings per share (EPS) of $1.33.
The market awaits Amazon.com's announcement, with hopes high for news of surpassing estimates and providing upbeat guidance for the next quarter.
It's important for new investors to understand that guidance can be a significant driver of stock prices.
<h3>Earnings Track Record</h3>
In the previous earnings release, the company beat EPS by $0.23, leading to a 0.12% drop in the share price the following trading session.
Here's a look at Amazon.com's past performance and the resulting price change:

<table>
<thead>
<tr>
<th>Quarter</th>
<th>Q1 2025</th>
<th>Q4 2024</th>
<th>Q3 2024</th>
<th>Q2 2024</th>
</tr>
</thead>
<tbody>
<tr>
<td>EPS Estimate</td>
<td>1.36</td>
<td>1.48</td>
<td>1.14</td>
<td>1.03</td>
</tr>
<tr>
<td>EPS Actual</td>
<td>1.59</td>
<td>1.86</td>
<td>1.43</td>
<td>1.26</td>
</tr>
<tr>
<td>Price Change %</td>
<td>-0.0%</td>
<td>-4.0%</td>
<td>6.0%</td>
<td>-9.0%</td>
</tr>
</tbody>
</table>

<img src="https://www.benzinga.com/files/images/story/2025/1753884112_0.png" alt="eps graph" />
<h3>Tracking Amazon.com's Stock Performance</h3>
Shares of Amazon.com were trading at $231.01 as of July 29. Over the last 52-week period, shares are up 25.66%. Given that these returns are generally positive, long-term shareholders are likely bullish going into this earnings release. 
<h3>Insights Shared by Analysts on Amazon.com</h3>
For investors, staying informed about market sentiments and expectations in the industry is paramount. This analysis provides an exploration of the latest insights on Amazon.com.
Amazon.com has received a total of 47 ratings from analysts, with the consensus rating as Outperform. With an average one-year price target of $249.49, the consensus suggests a potential 8.0% upside.
<h3>Analyzing Analyst Ratings Among Peers</h3>
In this comparison, we explore the analyst ratings and average 1-year price targets of and Amazon.com, three prominent industry players, offering insights into their relative performance expectations and market positioning.
<h3>Analysis Summary for Peers</h3>
The peer analysis summary offers a detailed examination of key metrics for and Amazon.com, providing valuable insights into their respective standings within the industry and their market positions and comparative performance.

<table>
<thead>
<tr>
<th>Company</th>
<th>Consensus</th>
<th>Revenue Growth</th>
<th>Gross Profit</th>
<th>Return on Equity</th>
</tr>
</thead>
<tbody>
<tr>
<td>Amazon.com</td>
<td>Outperform</td>
<td>8.62%</td>
<td>$78.69B</td>
<td>5.79%</td>
</tr>
</tbody>
</table>

Key Takeaway:
Amazon.com is positioned at the top for Revenue Growth among its peers. It is also at the top for Gross Profit. However, it is at the bottom for Return on Equity. Overall, Amazon.com is performing well in terms of Revenue Growth and Gross Profit compared to its peers, but lags behind in Return on Equity.
<h3>All You Need to Know About Amazon.com</h3>
Amazon is the leading online retailer and marketplace for third party sellers. Retail related revenue represents approximately 75% of total, followed by Amazon Web Services' cloud computing, storage, database, and other offerings (15%), advertising services (5% to 10%), and other the remainder. International segments constitute 25% to 30% of Amazon's non-AWS sales, led by Germany, the United Kingdom, and Japan.
<h3>Financial Milestones: Amazon.com's Journey</h3>
Market Capitalization Analysis: Above industry benchmarks, the company's market capitalization emphasizes a noteworthy size, indicative of a strong market presence.
Revenue Growth: Over the 3 months period, Amazon.com showcased positive performance, achieving a revenue growth rate of 8.62% as of 31 March, 2025. This reflects a substantial increase in the company's top-line earnings. When compared to others in the Consumer Discretionary sector, the company excelled with a growth rate higher than the average among peers.
Net Margin: Amazon.com's net margin is impressive, surpassing industry averages. With a net margin of 11.0%, the company demonstrates strong profitability and effective cost management.
Return on Equity (ROE): Amazon.com's financial strength is reflected in its exceptional ROE, which exceeds industry averages. With a remarkable ROE of 5.79%, the company showcases efficient use of equity capital and strong financial health.
Return on Assets (ROA): Amazon.com's ROA stands out, surpassing industry averages. With an impressive ROA of 2.7%, the company demonstrates effective utilization of assets and strong financial performance.
Debt Management: Amazon.com's debt-to-equity ratio is below industry norms, indicating a sound financial structure with a ratio of 0.44.
<a href="https://www.benzinga.com/quote/AMZN/earnings">To track all earnings releases for Amazon.com visit their earnings calendar on our site.</a>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

A Glimpse of Amazon.com's Earnings Potential

Trump Organization has filed a lawsuit against several unnamed merchandise sellers on popular marketplaces for allegedly marketing counterfeit Trump-branded products. 
What Happened: The Trump Organization, owned by President Donald Trump, has accused multiple online sellers, including retail giants like Walmart Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WMT#NYSE">WMT</a>), Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), and eBay Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EBAY#NASDAQ">EBAY</a>), of selling &#8220;inferior imitations&#8221; of Trump-branded merchandise, <a href="https://fortune.com/2025/07/30/trump-organization-trademark-infringement-lawsuit-schedule-a-controversy/">reported</a> Fortune. The lawsuit was filed in a U.S. District Court in Florida on Friday.
Around 9,000 Amazon sellers earned nearly $140 million from Trump merchandise sales in the months before the election, per Omnisend data.
The lawsuit accuses the defendants of &#8220;improperly advertising, marketing, and/or selling unauthorized and illegal products infringing upon at least a portion of plaintiffs' Trump trademarks.&#8221; The decision by the Trump Organization to sue these sellers has sparked controversy among legal experts due to its choice of a Schedule A case.
Schedule A cases have become popular among trademark lawyers as they permit&nbsp;the plaintiff to sue a&nbsp;broad range of defendants without naming specific entities, often bypassing costly filing fees. This approach also grants considerable power to the judge&#8217;s discretion.
Legal experts have voiced concerns that Schedule A's broad grouping of defendants could lead to smaller vendors being penalized similarly to large-scale operations. Sarah Fackrell, an intellectual property law professor at Chicago-Kent College of Law, warned about due process issues and the risk of defendants being "railroaded."
SEE ALSO: <a href="https://benzinga.com/news/space/25/07/46714281/senator-urges-elon-musk-to-halt-starlink-access-for-southeast-asian-financial-scammers-spacex-has-a-re" target="_blank" rel="noreferrer noopener">Senator Urges Elon Musk To Halt Starlink Access For Southeast Asian Financial Scammers: &#8216;SpaceX Has A Responsibility&#8230;&#8217;</a>
Why It Matters: This lawsuit comes at a time when the Trump brand is expanding its <a href="https://www.benzinga.com/news/social-media/25/07/46286421/trump-media-goes-global-truth-streaming-service-debuts-worldwide">global presence</a>. Earlier this month, Trump Media &amp; Technology Group Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DJT#NASDAQ">DJT</a>) launched its TV streaming service, Truth+, worldwide. The company also operates the Truth Social social media platform.
In June, Donald Trump Jr., the executive vice president of The Trump Organization, defended his father's financial gains from a family-owned cryptocurrency company, stating that "he doesn't touch it." This followed the disclosure of a $57.7 million income from World Liberty Financial.
In April, Donald Trump&#8217;s online store began selling merchandise branded with "<a href="https://www.benzinga.com/markets/25/04/45001571/trump-2028-merchandise-hits-online-store-despite-constitutional-ban-on-third-term-presidency">Trump 2028</a>," despite the constitutional prohibition on a third term presidency. This move raised eyebrows and sparked debates about the family&#8217;s future political plans.
READ MORE:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/trading-ideas/movers/25/07/46518216/trump-media-stock-rises-as-bitcoin-purchases-cross-2-billion">Trump Media Stock Rises As Bitcoin Purchases Cross $2 Billion</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.

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