El interés en corto de Alphabet da a los inversores una idea del grado en que los inversores apuestan por la caída de las acciones de Alphabet. Los datos de interés en corto se actualizan cada dos semanas.

Alphabet (NASDAQ:GOOG) Bolsa, Informe de interés en corto

Alphabet

Alphabet is a holding company that wholly owns internet giant Google. The California-based company derives slightly less than 90% of its revenue from Google services, the vast majority of which is advertising sales. Alongside online ads, Google services houses sales stemming from Google's subscription services (YouTube TV, YouTube Music among others), platforms (sales and in-app purchases on Play Store), and devices (Chromebooks, Pixel smartphones, and smart home products such as Chromecast). Google's cloud computing platform, or GCP, accounts for roughly 10% of Alphabet's revenue with the firm's investments in up-and-coming technologies such as self-driving cars (Waymo), health (Verily), and internet access (Google Fiber) making up the rest.

Google,Logo,At,The,Entrance,Of,Its,Headquarters,In,Warsaw,

News

GOOG

GOOGL

Alphabet invertirá 25.000M$ en IA e infraestructura energética en EE.UU.

3d,Shiny,Microsoft,,Apple,And,Nvidia,Floating,,White,Background

Exclusives

Tech

Trading Ideas

AAPL

AMZN

AVGO

MSFT

NVDA

TSLA

Nvidia ya rompió la barrera de los 4 billones de dólares. ¿Será la primera en alcanzar los 5 billones o Apple y Microsoft la superarán?

Nvidia Vs. Microsoft Vs. Apple: ¿Quién alcanzará primero una capitalización de mercado de 5B$?

Anthropic

Equities

Startups

Markets

ORCL

Amazon planea reforzar su alianza con Anthropic con una inversión de miles de millones de dólares, ampliando su apoyo operativo en IA.

Amazon amplía inversión en Anthropic con miles de millones de dólares adicionales

<a href="https://www.bloomberg.com/news/articles/2025-07-16/when-will-google-announce-the-pixel-10-august-20-what-s-new-about-the-pixel-10?srnd=homepage-americas&amp;embedded-checkout=true">https://www.bloomberg.com/news/articles/2025-07-16/when-will-google-announce-the-pixel-10-august-20-what-s-new-about-the-pixel-10?srnd=homepage-americas&amp;embedded-checkout=true</a>

General

'Google to Unveil New Pixel Hardware on Aug. 20 With AI in Focus'- Bloomberg

<a href="https://blog.google/products/search/deep-search-business-calling-google-search/">https://blog.google/products/search/deep-search-business-calling-google-search/</a>

'More advanced AI capabilities are coming to Search'- Blog

Jim Cramer&nbsp;has a message for&nbsp;Apple Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>): Stop recycling your cash and start reimagining the future. <a href="https://www.benzinga.com/topic/jim-cramer">The &#8220;Mad Money&#8221; host</a> isn't mincing words—he wants Apple to stop pouring billions into stock buybacks and instead invest the cash hoard in a brain.
Translation? Ditch the financial engineering and acquire cutting-edge AI talent, tech, and tools—like red-hot Perplexity—to supercharge innovation.
<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">Yes if Apple buys Perplexity we would have our winning bot and the stock would soar. Continued buybacks will do nothing Sigh
&mdash; Jim Cramer (@jimcramer) <a href="https://twitter.com/jimcramer/status/1945416220708077638?ref_src=twsrc%5Etfw">July 16, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
Read Also: <a href="https://www.benzinga.com/node/46435562">Apple Strikes $500 Million Deal With MP Materials To Reduce China Reliance On Critical Magnets</a>
<h2 class="wp-block-heading">Buybacks: Apple's Favorite Snoozefest</h2>
With a $3 trillion market cap and a $110 billion buyback plan, Apple's cash strategy is as exciting as watching your iPhone update overnight. Sure, buybacks boost EPS and support the stock, but they don't exactly scream future-forward. 
Cramer says it's time for Cupertino to break its cycle of cash hoarding and repurchasing and start thinking like a tech company again.
<h2 class="wp-block-heading">Buy A Brain: Cramer's Call For An AI Wake-Up</h2>
It&#8217;s Cramer-speak shorthand: Apple doesn't just need AI features — it needs to buy a brain and embed it deep in its DNA. That could mean scooping up Perplexity, the AI darling behind the Comet browser, whose capabilities could finally give Siri a much-needed IQ boost. Imagine a Siri that doesn't just understand, but anticipates, outperforms Alexa, and becomes the crown jewel of every iPhone.
<h2 class="wp-block-heading">Perplexity: The AI Power Move Apple Won't Make (But Should)</h2>
Perplexity's tech is catching fire, and Cramer thinks it's exactly what Apple needs to leapfrog&nbsp;Meta Platforms Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) and&nbsp;Alphabet Inc.&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) Google in the AI race.
The catch? Apple's M&amp;A history is notoriously timid. Their biggest moves are usually software updates, not splashy deals. But if there were ever a time to shake things up, it's now.
<h2 class="wp-block-heading">Genius Play Or Meme-Worthy Miss?</h2>
Cramer's take has the internet buzzing. Bulls say a bold AI acquisition could reignite Apple's innovation engine and stock. Skeptics say it's just another Cramer-ism destined for X sarcasm. 
Either way, his point stands: Apple can't afford to sit out the AI revolution armed with buybacks and nostalgia.
Read Next: 
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Photo: Shutterstock

Long Ideas

Buybacks

Cramer To Apple: Kick The Buyback Addiction - Buy A Brain Instead

UBS analyst Lloyd Walmsley maintains Alphabet (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) with a Neutral and raises the price target from $186 to $192.

Price Target

Analyst Ratings

UBS Maintains Neutral on Alphabet, Raises Price Target to $192

CNBC&#8217;s &#8216;Mad Money&#8217; host Jim Cramer placed his bets on Tim Cook&#8216;s Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) to skyrocket if it made strategic acquisitions and stopped its stock buyback program.
What Happened: The third-largest company in the world, with a market capitalization of $3.123 trillion, was poised to &#8220;soar,&#8221; said Cramer in a recent X post.
This was contingent on Cramer&#8217;s earlier views, which<a href="https://www.benzinga.com/markets/equities/25/06/45880840/jim-cramer-says-apple-buyback-is-not-working-right-now-michael-saylor-quips-tim-cooks-company-should-buy-bitcoin"> reiterated an earlier point</a> of acquiring the artificial intelligence-powered answer engine, Perplexity.
He said, &#8220;If Apple buys Perplexity, we would have our winning bot and the stock would soar.&#8221;
The recommendation is influenced by the U.S. government's <a href="https://www.benzinga.com/news/topics/25/05/45708275/googles-monopoly-case-takes-a-turn-as-judge-considers-lighter-remedies-amid-rising-competition-from-ai-rivals-like-openai-and-perplexity">antitrust ruling against</a> 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>), expected by August 2025, which may force Google to end default search deals with Apple's Safari browser. 
This will create an opportunity for Apple to integrate Perplexity&#8217;s conversational AI to compete in the evolving search market.
Cramer further called out Apple on its buyback program and said that &#8220;Continued buybacks will do nothing.&#8221; This comes as Apple spent the most on stock <a href="https://www.benzinga.com/content/42911057/the-3-kings-of-buybacks-in-2024-can-they-do-it-again">buybacks in 2024</a>. 
During its second quarter earnings, the company also said its board authorized an additional <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">share repurchase program</a> of up to $100 billion. 
<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">Yes if Apple buys Perplexity we would have our winning bot and the stock would soar. Continued buybacks will do nothing Sigh
&mdash; Jim Cramer (@jimcramer) <a href="https://twitter.com/jimcramer/status/1945416220708077638?ref_src=twsrc%5Etfw">July 16, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
See Also: <a href="https://www.benzinga.com/markets/tech/25/07/46438576/nvidia-is-on-a-march-to-5-trillion-market-capitalization-says-dan-ives-as-he-predicts-bullish-environment-for-tech-and-crypto-very-strong-second-half">Nvidia Is &#8216;On A March To $5 Trillion&#8217; Market Capitalization, Says Dan Ives As He Predicts Bullish Environment For Tech And Crypto: &#8216;Very Strong Second Half&#8217;</a>
Why It Matters: Apart from Cramer, Dan Ives has also stated that <a href="https://www.benzinga.com/markets/equities/25/07/46216283/dan-ives-urges-apple-to-make-a-move-saying-that-perplexity-acquisition-is-a-no-brainer-its-a-matter-of-when-and-not-if">Apple should buy Perplexity AI</a> on multiple occasions.
He said at the beginning of July that Apple's "treadmill approach" needs to end, and it needs to eye a big, splashing partnership with either Perplexity or Anthropic.
"Look, it's about the developers. If you look at OpenAI, if you look at Google, if you look at Microsoft, they (Apple) need to get into the game. That is something that can't be done in Cupertino," said added.
Price Action: Shares of Apple were up 0.23% in premarket on Wednesday. It has fallen by 14.25% on a year-to-date basis and 10.95% over the past year.
Benzinga Edge Stock Rankings shows that Apple had a weaker price trend over the medium and long term but a stronger trend over the short term. Its momentum ranking was poor, and its value ranking was also bad at the 9.40th percentile. The details of other metrics 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-full"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-3/#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img loading="lazy" decoding="async" width="652" height="414" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/16075436/Apple-edge-new-latest.png" alt="" class="wp-image-987654" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/16075436/Apple-edge-new-latest.png 652w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/16075436/Apple-edge-new-latest-300x190.png 300w" sizes="(max-width: 652px) 100vw, 652px" /></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, were lower in premarket on Wednesday. The SPY was down 0.051% at $621.82, while the QQQ declined 0.22% to $555.52, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a> data.
Read Next:
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<li><a href="https://www.benzinga.com/markets/tech/25/07/46436493/nvidias-china-revenue-is-far-from-gone-but-it-outmaneuvered-us-for-rare-earth-in-exchange-for-ai-chips-says-craig-shapiro">Nvidia&#8217;s China Revenue &#8216;Is Far From Gone&#8217;, But It Outmaneuvered US For Rare Earth In Exchange For AI Chips, Says Craig Shapiro </a></li>
</ul>
Image via Shutterstock

AAPL 'Stock Would Soar' If It Buys This, Says Jim Cramer: 'Continued Buybacks Will Do Nothing'

Mark Zuckerberg-led Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) has reportedly hired two top researchers from OpenAI—Jason Wei and Hyung Won Chung—for its <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">ambitious new superintelligence lab</a>.
What Happened: Wei and Chung's internal Slack accounts at OpenAI have been deactivated, <a href="https://www.wired.com/story/jason-wei-open-ai-meta/">reported</a> Wired on Tuesday, citing multiple sources familiar with the matter.
Both researchers joined OpenAI in 2023 after working at 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, where they collaborated on chain-of-thought and deep reasoning research.
At OpenAI, Wei focused on reinforcement learning, a growing area in AI that trains models using reward-based feedback. Chung contributed to OpenAI's ‘o1' model and specialized in agents and reasoning.
See Also: <a href="https://www.benzinga.com/markets/tech/25/07/46425393/metas-metaverse-dreams-tested-by-new-bytedance-swan-goggles">Meta&#8217;s Metaverse Dreams Tested By New ByteDance Swan Goggles</a>
The two are known to have a close working relationship and have frequently worked on overlapping projects.
Meta, OpenAI, Wei and Chung did not immediately respond to <a href="https://pro.benzinga.com/dashboard">Benzinga's</a> request for comments.
Why It&#8217;s Important: This recruitment comes amid a wave of <a href="https://www.benzinga.com/markets/tech/25/06/46041399/meta-tried-luring-openais-top-minds-with-massive-paychecks-but-sam-altman-neglected-to-mention-that-hes-countering-those-offers-says-andrew-bosworth">aggressive AI hiring</a> by Meta, which has reportedly offered compensation packages of up to $300 million over four years to lure talent from rivals, the report said.
CEO Mark Zuckerberg has also outlined a refreshed AI roadmap and named several high-profile hires from OpenAI to the company's internal superintelligence team.
Last month, OpenAI CEO Sam Altman revealed that Meta reportedly <a href="https://www.benzinga.com/markets/tech/25/06/45988600/mark-zuckerbergs-meta-dangled-100-million-signing-bonuses-to-openai-team-members-says-sam-altman-happy-none-of-our-best-people-took-them">offered nine-figure compensation packages</a> — around $100 million each — to poach top OpenAI and Google DeepMind researchers as part of its AI talent drive.
However, at the time, Altman stated that "none of our best people have decided to take them up on that."
Earlier this week, it was also reported that <a href="https://www.benzinga.com/markets/tech/25/07/46385278/mark-zuckerbergs-meta-expands-ai-talent-with-playai-acquisition-report">Meta acquired</a> PlayAI, a startup specializing in natural-sounding voice technology. The financial details weren't disclosed, but the entire PlayAI team will reportedly join Meta this week and report to Johan Schalkwyk, who recently came on board from voice AI firm Sesame AI.
Price Action: Meta shares have climbed 18.55% so far this year and gained 45.04% over the past 12 months. On Tuesday, the stock slipped 1.46% during regular trading but edged up 0.070% in after-hours trading, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro data</a>.
Benzinga&#8217;s Edge Stock Rankings show that META maintains a steady upward trend across short, medium and long-term periods. Its growth score stays robust, though its value rating is comparatively weaker. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-4/#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">More detailed performance insights can be found 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/2025/07/16003827/Screenshot-2025-07-16-at-10.06.03%E2%80%AFAM.png" alt="" class="wp-image-986919" /></a></figure>
Photo Courtesy: Skorzewiak on Shutterstock.com
Read Next:
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<li><a href="https://www.benzinga.com/markets/tech/25/07/46385278/mark-zuckerbergs-meta-expands-ai-talent-with-playai-acquisition-report">Mark Zuckerberg&#8217;s Meta Expands AI Talent With PlayAI Acquisition: Report</a></li>
</ul>
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Mark Zuckerberg's Meta Poaches Top OpenAI Researchers Jason Wei And Hyung Won Chung For Its Superintelligence Lab: Report

A startup created by <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">Google</a> parent company Alphabet (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>, GOOGL)) is stepping into the broadband spotlight as it goes after a share of the federal government's $42.5 billion Broadband Equity Access and Deployment program. The company, Taara, says in a<a href="https://www.taaraconnect.com/post/bead-light-post"> blog post</a> that its wireless Lightbridge technology can beam high-speed internet over the air, offering an alternative to both fiber and satellite options.
Taara has stated on<a href="https://x.com/TaaraConnect/status/1940415341320122877"> X</a> that it is &#8220;BEAD-ready,&#8221; referencing the initiative backed by the U.S. government. The post followed a major revision to the BEAD rules by the Department of Commerce's National Telecommunications and Information Administration<a href="https://www.ntia.gov/press-release/2025/trump-administration-announces-benefit-bargain-bead-program-removes-regulatory-burdens-lowers-costs"> announced</a> in early June, which now encourages technology neutrality rather than prioritizing traditional gigabit fiber. That change gives companies like Taara a chance to compete directly with Elon Musk's <a href="https://www.benzinga.com/news/25/03/44346192/musks-starlink-says-its-not-taking-over-2-4-billion-faa-contract-but-testing-is-underway">Starlink</a> and T-Mobile's (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TMUS#NASDAQ">TMUS</a>) 5G Home Internet for funding.
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Commerce Secretary Howard Lutnick said in the announcement that the revised BEAD guidelines reflect a shift toward technology neutrality, aiming to deliver high-speed internet more efficiently and cost-effectively without prioritizing any single approach.
<h2 class="wp-block-heading">Alphabet's Taara Targets the Broadband Dead Zone Starlink Can't Reach</h2>
Taara is led by Mahesh Krishnaswamy, a former Apple (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) and Google engineer who spun the project out of Alphabet's X moonshot factory after working on its earlier initiative, Loon. He has been focused on bridging global connectivity gaps since his early days in Chennai, India. "Today, there are like 3 billion people still unconnected, and there is a dire need to bring them online," Krishnaswamy told<a href="https://www.wired.com/story/plaintext-google-taara-chip-internet-by-light/"> Wired</a>. His mission, he says, is to find scalable ways to bring high-speed internet to the places the fiber can't reach.
Rather than laying cable underground or relying on orbiting satellites, Taara says it uses devices installed on towers to send internet signals through the air across distances of up to 20 kilometers. The company positions this technology as a solution to the "middle mile" infrastructure gap, which connects the main internet backbone to local delivery systems like fiber or 5G towers.
Trending: 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>
According to Taara, this part of the network is especially crucial in remote and challenging environments, where last-mile connections often remain isolated without an efficient link to the larger grid. "Without it, even the last-mile fiber connections or 5G cell towers remain stranded, unable to reach the broader internet," the company wrote in a LinkedIn<a href="https://www.linkedin.com/posts/taara_with-the-june-27faqhighlighting-that-bead-activity-7346180158548062209-19Cu?utm_source=social_share_send&amp;utm_medium=member_desktop_web&amp;rcm=ACoAACFfB9ABrae0tWCn0kxTT-AK_zR_u68I34M"> post</a>.
Alphabet&#8217;s <a href="https://fiber.google.com/blog/2025/04/from-fiber-to-airwaves-what-taaras.html">GFiber</a> says Taara&#8217;s Lightbridge can deliver speeds of up to 20 Gbps with ultra-low latency and no packet loss under clear weather conditions. This was demonstrated during a test in San Francisco with GFiber, which reported performance that matched high-end wired networks and exceeded traditional wireless radio systems.
See Also: This AI-Powered Trading Platform Has 5,000+ Users, 27 Pending Patents, and a $43.97M Valuation — <a href="https://www.benzinga.com/money/finally-a-fully-automated-trading-platform-for-individual-investors?">You Can Become an Investor for Just $500.25</a>
<h2 class="wp-block-heading">Digicomm Deal Signals Taara's Play for Scaled, High-Speed Wireless Internet</h2>
In May, Taara partnered with Digicomm International, a major telecom equipment supplier, to help deploy its Lightbridge system at scale. Digicomm<a href="https://digicomm.com/press/digicomm-international-and-taara-partner-to-bring-wireless-optical-communications-to-broadband-enterprise-and-municipal-networks/"> announced</a> that it will deliver Taara&#8217;s Lightbridge to broadband providers, businesses, and municipalities seeking fast, high-capacity wireless internet.
Wired describes Taara as a high-speed, earthbound alternative to Starlink, one that's already shown success at events like Coachella and in cities where laying fiber is cost-prohibitive. Whether the federal government will see Lightbridge as a worthy investment remains to be seen, but Alphabet is clearly placing a bet on the future of middle-mile infrastructure.&nbsp;
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.
Image: Shutterstock

TMUS

Elon Musk's Starlink Faces A New Alphabet Rival: This Google-Backed Startup Wants Federal Billions To Beam Internet Through Air

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. 
Here's the list of options activity happening in today's session: 
<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>WBD</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$13.00</td>
<td>$295.0K</td>
<td>5.9K</td>
<td>5.2K</td>
</tr>
<tr>
<td>GOOGL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/25/25</td>
<td>$185.00</td>
<td>$34.7K</td>
<td>8.8K</td>
<td>5.2K</td>
</tr>
<tr>
<td>DJT</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$11.00</td>
<td>$25.0K</td>
<td>10</td>
<td>5.0K</td>
</tr>
<tr>
<td>PINS</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>11/21/25</td>
<td>$40.00</td>
<td>$573.0K</td>
<td>40</td>
<td>1.0K</td>
</tr>
<tr>
<td>BIDU</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/25/25</td>
<td>$93.00</td>
<td>$28.6K</td>
<td>221</td>
<td>947</td>
</tr>
<tr>
<td>RBLX</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/15/27</td>
<td>$150.00</td>
<td>$68.3K</td>
<td>726</td>
<td>370</td>
</tr>
<tr>
<td>GOOG</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/15/27</td>
<td>$200.00</td>
<td>$51.9K</td>
<td>5.3K</td>
<td>195</td>
</tr>
<tr>
<td>NFLX</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>07/18/25</td>
<td>$1255.00</td>
<td>$45.5K</td>
<td>431</td>
<td>176</td>
</tr>
<tr>
<td>ASTS</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>03/20/26</td>
<td>$60.00</td>
<td>$238.9K</td>
<td>42</td>
<td>123</td>
</tr>
<tr>
<td>SE</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>12/19/25</td>
<td>$135.00</td>
<td>$30.4K</td>
<td>2.8K</td>
<td>112</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These itemized elaborations have been created using the accompanying table. 
• For WBD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WBD#NASDAQ">WBD</a>), we notice a call option trade that happens to be bearish, expiring in 66 day(s) on September 19, 2025. This event was a transfer of 5000 contract(s) at a $13.00 strike. The total cost received by the writing party (or parties) was $295.0K, with a price of $59.0 per contract. There were 5901 open contracts at this strike prior to today, and today 5241 contract(s) were bought and sold. 
• For GOOGL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>), we notice a call option sweep that happens to be bearish, expiring in 10 day(s) on July 25, 2025. This event was a transfer of 67 contract(s) at a $185.00 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 $34.7K, with a price of $518.0 per contract. There were 8836 open contracts at this strike prior to today, and today 5225 contract(s) were bought and sold. 
• Regarding DJT (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DJT#NASDAQ">DJT</a>), we observe a put option trade with bearish sentiment. It expires in 31 day(s) on August 15, 2025. Parties traded 5000 contract(s) at a $11.00 strike. The total cost received by the writing party (or parties) was $25.0K, with a price of $5.0 per contract. There were 10 open contracts at this strike prior to today, and today 5003 contract(s) were bought and sold. 
• For PINS (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PINS#NYSE">PINS</a>), we notice a put option trade that happens to be bullish, expiring in 129 day(s) on November 21, 2025. This event was a transfer of 1000 contract(s) at a $40.00 strike. The total cost received by the writing party (or parties) was $573.0K, with a price of $573.0 per contract. There were 40 open contracts at this strike prior to today, and today 1000 contract(s) were bought and sold. 
• For BIDU (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NASDAQ">BIDU</a>), we notice a call option sweep that happens to be bearish, expiring in 10 day(s) on July 25, 2025. This event was a transfer of 100 contract(s) at a $93.00 strike. This particular call needed to be split into 12 different trades to become filled. The total cost received by the writing party (or parties) was $28.6K, with a price of $288.0 per contract. There were 221 open contracts at this strike prior to today, and today 947 contract(s) were bought and sold. 
• Regarding RBLX (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RBLX#NYSE">RBLX</a>), we observe a call option sweep with bearish sentiment. It expires in 549 day(s) on January 15, 2027. Parties traded 37 contract(s) at a $150.00 strike. This particular call needed to be split into 13 different trades to become filled. The total cost received by the writing party (or parties) was $68.3K, with a price of $1870.0 per contract. There were 726 open contracts at this strike prior to today, and today 370 contract(s) were bought and sold. 
• For GOOG (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>), we notice a call option trade that happens to be bearish, expiring in 549 day(s) on January 15, 2027. This event was a transfer of 20 contract(s) at a $200.00 strike. The total cost received by the writing party (or parties) was $51.9K, with a price of $2595.0 per contract. There were 5305 open contracts at this strike prior to today, and today 195 contract(s) were bought and sold. 
• Regarding NFLX (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>), we observe a call option trade with bearish sentiment. It expires in 3 day(s) on July 18, 2025. Parties traded 10 contract(s) at a $1255.00 strike. The total cost received by the writing party (or parties) was $45.5K, with a price of $4555.0 per contract. There were 431 open contracts at this strike prior to today, and today 176 contract(s) were bought and sold. 
• For ASTS (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASTS#NASDAQ">ASTS</a>), we notice a put option trade that happens to be bullish, expiring in 248 day(s) on March 20, 2026. This event was a transfer of 116 contract(s) at a $60.00 strike. The total cost received by the writing party (or parties) was $238.9K, with a price of $2060.0 per contract. There were 42 open contracts at this strike prior to today, and today 123 contract(s) were bought and sold. 
• For SE (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SE#NYSE">SE</a>), we notice a call option trade that happens to be bullish, expiring in 157 day(s) on December 19, 2025. This event was a transfer of 9 contract(s) at a $135.00 strike. The total cost received by the writing party (or parties) was $30.4K, with a price of $3380.0 per contract. There were 2810 open contracts at this strike prior to today, and today 112 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more news on unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Options

ASTS

BIDU

NFLX

PINS

RBLX

10 Communication Services Stocks With Whale Alerts In Today's Session

BMO Capital analyst Brian Pitz reiterates Alphabet (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) with a Outperform and raises the price target from $200 to $208.

Reiteration

BMO Capital Reiterates Outperform on Alphabet, Raises Price Target to $208

<a href="https://blog.google/products/maps/rivian-is-getting-a-new-navigation-system-with-google-maps/">https://blog.google/products/maps/rivian-is-getting-a-new-navigation-system-with-google-maps/</a>
&nbsp;
In collaboration with Rivian, we're excited to announce Rivian Navigation with Google Maps, a brand new navigation system for Rivian drivers that uses Google Maps Auto SDK. The Auto SDK lets automakers design their own navigation system and build customized features, while taking advantage of Google Maps' technology and comprehensive information.
This means that Rivian drivers can now use Google Maps' trusted routing, ETAs, traffic insights, satellite imagery and helpful information about places in their vehicles — while keeping Rivian's unique in-car design and features like EV charging stop planning and Charging Scores.
Rivian Navigation with Google Maps begins rolling out to all Rivian owners today. And we're working with other automakers to create their own custom navigation experiences with the Auto SDK.

RIVN

'Rivian Is Getting A New Navigation System With Google Maps' - Google Blog

Alphabet Inc.&#8217;s&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) Google has announced a $25 billion investment&nbsp;in data center and artificial&nbsp;intelligence (AI) infrastructure across the PJM Interconnection grid.
What Happened:&nbsp;Google&#8217;s investment will be spread&nbsp;over the next two years&nbsp;and will be directed towards states within the PJM Interconnection, the largest&nbsp;electric grid in the U.S.,&nbsp;<a href="https://www.cnbc.com/2025/07/15/google-to-invest-25-billion-in-data-centers-ai-infrastructure-in-pjm.html">reported</a>&nbsp;CNBC.&nbsp;The company will also invest $3 billion to modernize two hydropower plants in Pennsylvania, targeting the growing energy needs of data centers and AI operations in the area.
Check out the current price of&nbsp;<a href="https://benzinga.com/quote/GOOG" target="_blank" rel="noreferrer noopener">GOOG stock here</a>.
This initiative falls under a larger framework agreement between Google and Brookfield Asset Management to acquire 3,000 megawatts of hydroelectric power across the United States.
This investment comes at a time when PJM Interconnection, the nation's largest electric grid, is grappling with surging electricity demand from data centers and related industries. The grid covers 13 states across the mid-Atlantic, Midwest, and South, including northern Virginia, home to the world's largest data center market.
SEE ALSO:&nbsp;<a href="https://benzinga.com/markets/economic-data/25/07/46407695/trumps-100-tariff-threat-on-almost-nothing-trade-with-russia-a-prescription-for-how-to-soun" target="_blank" rel="noreferrer noopener">Trump&#8217;s &#8216;100% Tariff&#8217; Threat On &#8216;Almost Nothing&#8217; Trade With Russia A Prescription For &#8216;How To Sound Tough But Do Nothing,&#8217; Says Economist</a>
Why It Matters: This investment aligns with Google&#8217;s recent efforts to bolster its AI capabilities. Just a few days ago, the tech giant&nbsp;finalized a<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"> $2.4 billion agreement</a>&nbsp;to license technology from AI coding startup Windsurf. This deal also involved hiring Windsurf&#8217;s CEO and a select group of its employees. Additionally, Google has been&nbsp;offering <a href="https://www.benzinga.com/markets/tech/25/07/46382125/google-software-engineers-see-pay-surge-amid-ai-boom-heres-how-much-they-would-be-paid">substantial salaries</a> to software engineers&nbsp;to stay competitive in the escalating war for AI talent.
Meanwhile, other tech giants are also making significant investments in AI infrastructure.&nbsp;Meta Platforms Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) recently announced plans to&nbsp;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&nbsp;into compute resources as it chases superintelligence. This underscores the growing importance of AI development in the tech industry and the fierce competition among major players.
On Tuesday, President Donald Trump will join White House Cabinet members along with tech and energy executives at Carnegie Mellon University in Pittsburgh to discuss AI investment in Pennsylvania.
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="775" height="135" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/15080405/image-175.png" alt="" class="wp-image-985818" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/15080405/image-175.png 775w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/15080405/image-175-300x52.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/15080405/image-175-768x134.png 768w" sizes="(max-width: 775px) 100vw, 775px" /></figure>
Alphabet offers average Momentum and Value, while scoring well on the Growth and 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's Proprietary Edge Rankings.&nbsp;</a>
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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.

Google Pumps $25 Billion Into US AI And Data Center Power Grid—Here's Where It's Going

<a href="https://www.semafor.com/article/07/15/2025/trump-touts-investments-at-tech-summit" title="https://www.semafor.com/article/07/15/2025/trump-touts-investments-at-tech-summit">https://www.semafor.com/article/07/15/2025/trump-touts-investments-at-tech-summit</a>

Semafor: Google To Invest $25B In Data Centers Across Pennsylvania And Neighboring States Over Next Two Years, Is Signing $3B, 20-Year Deal With Brookfield To Upgrade Two Hydroelectric Power Plants

Before leading the Android division, Sameer Samat made a bold move early in his career that would end up shaping his professional journey: cold-emailing Google, rebranded 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>) in 2015, co-founder Sergey Brin at 3 am.
What Happened: Back in 1999, Samat was in his early 20s, running a machine learning startup called Mohomine during the <a href="https://www.benzinga.com/tech/25/02/43838071/microsoft-ceo-satya-nadella-warns-of-dot-com-like-ai-bubble-pushes-for-measuring-ai-impact-with-gdp-growth-self-claiming-agi-milestone-is-just-nonsensical-benchmark-hacking">dot-com boom</a>.
When his co-founders considered leaving to attend grad school, he struggled with how to keep the company going. In search of advice, Samat reached out to Brin, having read his academic papers and admired Google's mission.
"This is 1999, 3 a.m. email," Samat recalled in an <a href="https://www.businessinsider.com/google-android-sameer-samat-cold-email-sergey-brin-2025-7">interview</a> with Business Insider, saying he asked Brin, "What would you do in this situation? I'm sure you wrestled with this grad school decision."
See Also: <a href="https://www.benzinga.com/markets/tech/25/06/45827474/google-co-founder-larry-page-predicted-a-machine-that-would-understand-everything-on-the-web-has-that-25-year-old-pipe-dream-finally-turned-into-reality">Google Co-Founder Larry Page Predicted A Machine That Would &#8216;Understand Everything On The Web,&#8217; Has That 25-Year Old Pipe Dream Finally Turned Into Reality?</a>
To Samat's surprise, Brin replied within a minute and invited him to visit Google's office. What started as a conversation quickly turned into an on-the-spot job interview. He "paraded one engineering person after another into the room," Samat said.
Though Brin offered him a job, Samat declined, choosing to stay loyal to his startup. Brin respected the decision and even introduced him to investors, some of whom helped fund Mohomine.
&#8220;He didn&#8217;t have to do any of that,&#8221; Samat stated, adding, &#8220;And so I try to pay that forward, too, when people call me up with something similar.&#8221;
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
Samat's company was later acquired by Kofax (now Tungsten Automation), giving Samat valuable startup experience.
He eventually joined Google in 2008 after being persuaded by Marissa Mayer and interviewing with Sundar Pichai, who would later become CEO. He left in 2015, only to return when Pichai personally asked him to help lead Android and Google Play, the report added.
Why It's Important: In a separate <a href="https://www.techradar.com/phones/android/i-think-you-see-the-future-first-on-android-googles-android-leader-sameer-samat">interview</a> with TechRadar last week, Samat confirmed that the company plans to merge its Android mobile operating system with ChromeOS, which currently powers Chromebooks.
They're aiming for a single unified platform, hinting at evolving how laptops fit into Google's ecosystem. This statement is the clearest official sign yet of a move that has been speculated about for months.
Benzinga's Edge Stock Rankings indicate that GOOG is trending positively in the short, medium and long term. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">You can find more detailed performance insights here</a>.
<figure class="wp-block-image aligncenter size-full"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img decoding="async" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/15043407/Screenshot-2025-07-15-at-2.01.46%E2%80%AFPM.png" alt="" class="wp-image-985408" /></a></figure>
Check out more of Benzinga&#8217;s Consumer Tech coverage by&nbsp;<a href="https://www.benzinga.com/topic/consumer-tech" target="_blank" rel="noreferrer noopener">following this link</a>.
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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: JHVEPhoto On Shutterstock.com

Google's Android Chief Once Cold-Emailed Sergey Brin At 3 AM — What Happened Next Changed His Career Forever

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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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

Elon Musk's artificial intelligence company xAI has announced it is introducing its AI model Grok for government uses, as the Pentagon recently awarded the company multi-million-dollar defense contracts.
What Happened: "Announcing Grok for Government &#8211; a suite of products that make our frontier models available to United States Government customers," the company said in a social media post on X on Monday.
The company also announced "two new partnerships" with the U.S. government, including a defense contract awarded by the Pentagon as well as xAI products "being available to purchase via the General Services Administration (GSA) schedule," which allows federal agencies/departments to buy approved products.
<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">Announcing Grok for Government &#8211; a suite of products that make our frontier models available to United States Government customers We are especially excited about two new partnerships for our US Government partners 1) a new contract from the US Department of Defense 2) our…
&mdash; xAI (@xai) <a href="https://twitter.com/xai/status/1944776899420377134?ref_src=twsrc%5Etfw">July 14, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
Why It Matters: The news comes as xAI was awarded defense contracts worth over $200 million, along with companies like Alphabet Inc.'s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) Google and Anthropic. The deal <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">has been criticized</a> by Sen. Elizabeth Warren (D-Mass).&nbsp;
xAI has also been in the news recently amid talks of a merger with Musk's other companies, like SpaceX and Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>). SpaceX also recently <a href="https://www.benzinga.com/markets/large-cap/25/07/46385300/tesla-xai-and-spacex-merger-chamath-palihapitiya-floats-industrial-logic-for-union-of-elon-musk-led-companies-this-would-be-pretty-logical">invested over $2 billion</a> in xAI.
Elsewhere, Musk has teased an "epic" demo from Tesla by <a href="https://www.benzinga.com/markets/tech/25/07/46386130/elon-musk-teases-most-epic-demo-ever-by-2025-end-as-tesla-struggles-amid-declining-sales-trump-ending-ev-mandate">the end of the year</a>, sparking buzz about possible developments with the company's Optimus line of humanoid robots as well as the Cybercab.
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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Photo courtesy: JRdes / Shutterstock.com

Elon Musk's xAI Launches 'Grok For Government' After Winning $200 Million Pentagon Contract

Billionaire investor Chamath Palihapitiya has raised concerns about the potential threat to the United States&#8217; AI dominance due to a lack of electricity to power data centers.
What Happened: On Monday, Palihapitiya took to X and shared a graph while expressing his concerns about the U.S. potentially losing its AI edge to China due to a lack of electricity to power data centers.
He pointed out that as AI becomes more reliant on computational power, it also becomes increasingly dependent on electricity to power the data centers housing the computations.
&#8220;The U.S. is still ahead in model sophistication and quality, but we are way behind on electricity generation, which could catch up with us,&#8221; he said.
Palihapitiya stressed the importance of prioritizing and incentivizing every aspect of the energy ecosystem—including generation, storage, transmission, and distribution—to tackle the growing challenge.
See Also: <a href="https://benzinga.com/markets/tech/25/07/46384871/tucker-carlson-asks-how-did-well-connected-and-super-aggressive-bill-ackman-get-his-9-billion-pershi" target="_blank" rel="noopener">Tucker Carlson Asks How Did &#8216;Well-Connected And Super Aggressive&#8217; Bill Ackman Get His $9 Billion, Pershing Square Founder Fires Back At Epstein Smear: &#8216;Owes Me An Apology&#8217;</a>
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">The big problem with this graph is that as AI gets reduced to computation power, it further gets reduced to electricity to power the data centers that house the computation. The US is still ahead in model sophistication and quality but we are way behind on electricity… <a href="https://t.co/yKCDmgIGeL">pic.twitter.com/yKCDmgIGeL</a>
&mdash; Chamath Palihapitiya (@chamath) <a href="https://twitter.com/chamath/status/1944832864425750978?ref_src=twsrc%5Etfw">July 14, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
Why It Matters: The warning from Palihapitiya comes at a time when the energy consumption of AI data centers has been a growing concern. In April 2024, ARM Holdings plc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARM#NASDAQ">ARM</a>) CEO Rene Haas said that AI data centers could consume <a href="https://www.benzinga.com/markets/asia/24/04/38163078/ai-could-consume-25-of-us-power-by-2030-the-more-information-they-gather-the-more-power-it-takes-war">a quarter of the U.S. power</a> by 2030, without improved energy efficiency. 
Morgan Stanley (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MS#NYSE">MS</a>) in March 2024 projected that <a href="https://www.benzinga.com/markets/commodities/25/06/45728009/tomorrows-energy-crisis-mits-alarming-analysis-of-ai-power-consumption">power demand driven by generative AI</a> will grow at an average annual rate of 70% through 2027, primarily due to the expansion of AI-reliant data centers.
Meanwhile, in April this year, Former 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>) CEO Eric Schmidt warned that China's rapid increase in AI investment could <a href="https://www.benzinga.com/tech/25/04/44892275/eric-schmidt-warns-china-is-going-to-win-ai-race-unless-washington-fights-with-funding-and-instills-american-values-at-the-core">allow it to surpass the U.S.</a> unless Washington significantly steps up its efforts.
He also urged President Donald Trump to go beyond simply reversing previous administration policies and take stronger action.
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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

Chamath Palihapitiya Warns US May Fall Behind in AI Race — Not for Lack of Models, But Electricity: 'We Are Way Behind'

Sen. Elizabeth Warren (D-Mass.) has raised alarms after Elon Musk's xAI secured a major Pentagon contract just days after its chatbot, Grok, made antisemitic and <a href="https://www.benzinga.com/markets/tech/25/07/46347324/musk-says-grok-coming-to-teslas-by-next-week-evs-getting-the-smartest-ai-in-the-world">pro-Hitler remarks online</a>.
What Happened: On Monday, the U.S. Department of Defense announced that Musk's <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">artificial intelligence startup</a> xAI—alongside OpenAI, Alphabet Inc.'s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) Google and Anthropic—was awarded contracts worth up to $200 million each to help scale AI capabilities across national security applications, reported Reuters.
The contracts aim to support agentic AI development, a move backed by the Pentagon's Chief Digital and Artificial Intelligence Office.
Shortly after the announcement, Warren took to X, formerly Twitter, slamming the decision. "This is the same Grok that was ‘manipulated' into praising Hitler last week," she wrote. "What could possibly go wrong when integrating this AI into our national security?"
See Also:&nbsp;<a href="https://benzinga.com/markets/macro-economic-events/25/07/46361695/jamie-dimon-warns-market-may-be-underestimating-rate-hike-risks-flags-investor-comp" target="_blank" rel="noreferrer noopener">Jamie Dimon Warns Market May Be Underestimating Rate Hike Risks, Flags Investor Complacency Amid Trump Tariffs: ‘Cause Of Concern'</a>
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">This is the same Grok that was &quot;manipulated&quot; into praising Hitler last week. What could possibly go wrong when integrating this AI into our national security? <a href="https://t.co/rdRCmVWeRh">https://t.co/rdRCmVWeRh</a>
&mdash; Elizabeth Warren (@SenWarren) <a href="https://twitter.com/SenWarren/status/1944908228485374111?ref_src=twsrc%5Etfw">July 14, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
xAI has publicly apologized for Grok's behavior. The company admitted that a code update made the chatbot vulnerable to offensive prompts on the platform.
<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">Update on where has <a href="https://twitter.com/grok?ref_src=twsrc%5Etfw">@grok</a> been &amp; what happened on July 8th. First off, we deeply apologize for the horrific behavior that many experienced. Our intent for <a href="https://twitter.com/grok?ref_src=twsrc%5Etfw">@grok</a> is to provide helpful and truthful responses to users. After careful investigation, we discovered the root cause…
&mdash; Grok (@grok) <a href="https://twitter.com/grok/status/1943916977481036128?ref_src=twsrc%5Etfw">July 12, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
Grok had issued several problematic statements, including calling itself "MechaHitler" and suggesting Adolf Hitler would "have crushed it."
xAI did not immediately respond to <a href="https://pro.benzinga.com/dashboard">Benzinga's</a> request for comments.
Subscribe to the&nbsp;<a href="https://bztechtrends.beehiiv.com/subscribe" target="_blank" rel="noreferrer noopener">Benzinga Tech Trends newsletter</a>&nbsp;to get all the latest tech developments delivered to your inbox.
Why It's Important: The rollout came as xAI reportedly works with Morgan Stanley to <a href="https://www.benzinga.com/markets/bonds/25/06/45853241/elon-musks-xai-seeks-5-billion-via-morgan-stanley-amid-trump-rift-and-2022-twitter-debt-hangover-report">secure $5 billion in funding</a>, all while Musk faces friction with Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) board members who are concerned about his split focus and ongoing political involvement.
Over the weekend, Musk also said he wants <a href="https://www.benzinga.com/markets/tech/25/07/46386582/elon-musk-wants-tesla-to-invest-in-xai-but-its-up-to-shareholders-this-analyst-says-grok-is-worth-the-bet">Tesla to invest in xAI</a>, but emphasized that the decision will be made by shareholders through a vote, not by him alone.
Following xAI's announcement of Grok 4, Musk responded to Tesla influencer Sawyer Merritt, confirming that <a href="https://www.benzinga.com/markets/tech/25/07/46347324/musk-says-grok-coming-to-teslas-by-next-week-evs-getting-the-smartest-ai-in-the-world">Grok would be coming to Tesla vehicles</a> very soon, possibly within this week.
Photo Courtesy: Sheila Fitzgerald On Shutterstock.com
Check out more of Benzinga&#8217;s Consumer Tech coverage by&nbsp;<a href="https://www.benzinga.com/topic/consumer-tech" target="_blank" rel="noreferrer noopener">following this link</a>.
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Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Elizabeth Warren Rips Pentagon Deal With Elon Musk's xAI Days After Company Apologized For Grok's 'Horrific' Behavior: 'What Could Possibly Go Wrong?'

Carbon removal buyer coalition Frontier has committed $41 million to climate tech startup Arbor Energy to scale a rocket-inspired biomass power plant that captures 99% of its carbon emissions. Frontier <a href="https://frontierclimate.com/writing/arbor">announced</a> last week that the deal will support Arbor's first commercial facility in southern Louisiana and aims to remove 116,000 tons of carbon dioxide by 2030.
Frontier is backed by Stripe, Alphabet (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>, GOOGL)), Meta Platforms (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>), and Shopify (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SHOP#NYSE">SHOP</a>).
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<h2 class="wp-block-heading">A Rocket Engineer's Climate Fix</h2>
Founded by former SpaceX engineer Brad Hartwig, Arbor developed a biomass power system that burns waste organic material to generate electricity, while capturing and sequestering nearly all resulting carbon emissions.&nbsp;
Hartwig <a href="https://techcrunch.com/2023/12/01/arbor-energy-bicrs-startup/">previously</a> described the plant as a "vegetarian rocket engine" due to its use of rocket-style turbomachinery and its carbon-free fuel source.&nbsp;
<h2 class="wp-block-heading">How It Works</h2>
According to TechCrunch, Arbor's process uses a proprietary gasifier to convert waste biomass into syngas—a mixture of hydrogen and carbon monoxide—using supercritical CO2 from the plant itself. The syngas is then combusted with pure oxygen to produce water vapor, heat, and CO2.
The resulting high-temperature gases power a turbomachine to generate electricity. Most of the CO2 is captured and routed for permanent storage underground. A portion is cycled back to dissolve additional biomass in the gasifier.
Trending: This AI-Powered Trading Platform Has 5,000+ Users, 27 Pending Patents, and a $43.97M Valuation — <a href="https://www.benzinga.com/money/finally-a-fully-automated-trading-platform-for-individual-investors?">You Can Become an Investor for Just $500.25</a>
The first plant will produce 5–10 megawatts of electricity, TechCrunch reported.&nbsp;
Frontier said the system can capture up to 99% of emitted CO2, far outperforming traditional carbon capture methods.
<h2 class="wp-block-heading">Sustainable Biomass Use: A Key Priority</h2>
Frontier's head of deployment, Hannah Bebbington, emphasized that not all biomass is suitable for carbon removal. "We want to be careful that we're taking that into consideration," she told TechCrunch. "We require that every ton delivered also meets sustainable biomass principles in a very clear way."
Bebbington said that the biomass supply may range from one to five gigatons annually, but only a portion would meet sustainability criteria. Even if only one gigaton of biomass meets sustainability standards, she said, technologies like biomass carbon removal and storage, or BiCRS, and its close cousin, bioenergy with carbon capture and storage, or BECCS, have significant long-term potential.
See Also: $100k+ in investable assets? <a href="https://www.benzinga.com/money/wiseradvisor-retirement-planning">Match with a fiduciary advisor for free to learn how you can maximize your retirement and save on taxes</a> – no cost, no obligation.
<h2 class="wp-block-heading">Looking Ahead</h2>
"We would like BECCS to be a major player for data centers, industrial electrification, grid resilience," Hartwig <a href="https://techcrunch.com/2025/07/08/frontier-is-helping-arbor-build-a-vegetarian-rocket-engine-to-power-data-centers/">told</a> TechCrunch. "But if any new fossil assets are built, we'd like those to all be zero emission as well."
The new deal builds on an <a href="https://frontierclimate.com/writing/fall-2022-purchases">earlier</a> pre-purchase agreement between Frontier and Arbor. Hartwig said the system is designed to be fuel flexible and could theoretically burn any source of hydrocarbons, including natural gas.&nbsp;
However, under the terms of the Frontier agreement, the plant will only burn biomass to meet carbon removal goals, TechCrunch reported.
Read Next: Can you guess how many retire with a $5,000,000 nest egg? <a href="https://www.benzinga.com/money/5mil-nest-egg-adv">The percentage may shock you</a>.
Image: Shutterstock

SHOP

How 1 Rocket Engineer's Vegetarian Engine Could Capture 99% Of CO2 Emissions

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.
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Image: Shutterstock

Analyst Color

ASML

CHKP

CIBR

CRWD

CSCO

DELL

HACK

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

Nebius Group (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NBIS#NASDAQ">NBIS</a>) stock surged on Monday after Goldman Sachs analyst Alexander Duval <a href="https://www.benzinga.com/quote/NBIS/analyst-ratings" target="_blank" rel="noreferrer noopener">initiated coverage with</a> a Buy rating and announced a price target of $68.
Duval noted that Nebius is emerging as a key player in the fast-growing AI Neoclouds space — a niche segment within the broader GPU-as-a-Service (GPUaaS) market. The analyst pointed out that this market allows AI startups, enterprises and hyperscalers to rent GPU infrastructure remotely via the cloud to run large-scale AI training and inference workloads.
Also Read: <a href="https://www.benzinga.com/markets/tech/25/07/46388272/goldman-sachs-sees-53-upside-in-nebius-group-calls-ai-infrastructure-undervalued" target="_blank" rel="noreferrer noopener">Goldman Sachs Sees 53% Upside In Nebius Group, Calls AI Infrastructure &#8216;Undervalued&#8217;</a>
Unlike traditional bare-metal providers or general-purpose cloud platforms, Nebius offers a vertically integrated solution explicitly tailored for AI demands.
The company customizes its hardware racks to optimize power efficiency — up to 20% gains — while controlling its data center design and operations, Duval said. As per the analyst, this enables better performance, energy usage and customer pricing. 
Beyond hardware, Nebius&#8217; full-stack platform includes orchestration software, elastic server configurations and dedicated AI cloud services like MLOps, database management and scalable storage, he noted. Customers only pay for AI-specific services, which sets Nebius apart from hyperscalers, which offer a wide but generic suite of tools, Duval said.
The analyst noted that Nebius positions itself as a neutral and flexible alternative to cloud giants like Alphabet Inc.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>)(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) Google Cloud or Amazon.com, Inc.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) Amazon Web Services. Unlike those hyperscalers, which may develop competing AI models, AI Neoclouds such as Nebius offer shorter contract terms, greater customer data control and zero conflict of interest. This makes Nebius particularly attractive to startups and enterprise clients wary of handing over sensitive models or datasets, as per the analyst.
He noted that the company also leverages its roots in Yandex — where it operated hyper-scale workloads across services like search, ride-hailing, food delivery and music — to demonstrate technical and operational expertise at scale. Its AI Studio platform also offers Inference-as-a-Service, helping customers deploy and manage LLMs in production without building custom infrastructure.
Duval noted that Nebius is well-positioned to scale financially. As of first-quarter 2025, it holds $1.4 billion in net cash and has raised an additional $1 billion in convertible debt to fund its global expansion. He said that with major buildouts underway in New Jersey and other international locations, the company&#8217;s flexible strategy (co-location, build-to-suit and greenfield deployment) enables rapid growth while optimizing capital utilization.
Nebius is already serving hyperscale AI labs — for example, CoreWeave Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>) supports OpenAI and Microsoft Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) — and is poised to deepen relationships in this segment, Duval noted. Its ties with NVIDIA Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), which faces reduced reliance on in-house chips from hyperscalers such as Google and Amazon, further strengthen its position as a trusted GPU infrastructure partner, per the analyst.
Nebius projects a revenue CAGR above 50% from 2025 to 2030, with margins expected to rise as the business scales. AI infrastructure is forecast to drive around 90% of total revenue by 2030, growing to $5.9 billion by then, Duval noted. Inference, which now accounts for about a third of AI server demand, is projected to reach two-thirds by 2027, boosting utilization of depreciated GPUs and improving profitability, as per the analyst.
He noted that in addition to scaling inference and training workloads, Nebius sees upside from multimodal AI (e.g., voice, video), sovereign AI projects like Stargate and InvestAI, and broader enterprise adoption. All these trends underscore the demand for flexible, AI-native infrastructure and position Nebius to be a long-term winner in the GPUaaS market, as per the analyst.
Duval projected fiscal 2025 sales of $632.3 million and EPS loss of $(3.00).
NBIS Price Action: Nebius stock is up 16.37% at $51.55 at publication on Monday.
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