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:GOOGL) Bolsa, Informe de interés en corto

ALPHABET INC-CL A

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.

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D-Wave Quantum Inc. (NYSE:QBTS), Asset Entities, Inc. (NASDAQ:ASST), Alphabet, Inc.

Las 5 acciones más populares del jueves: ¿Qué está pasando con D-Wave, Novavax, Carvana?

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Google pierde 150.000 M $ en bolsa tras el testimonio de Apple sobre IA y Safari. JPMorgan cree que el desplome está exagerado.

Acciones de Google caen tras testimonio de Apple: la IA pone en jaque su dominio en búsquedas

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Apple evalúa alternativas a Google en Safari impulsadas por IA, mientras las acciones de Alphabet y Apple caen.

Apple (AAPL) reconsidera su alianza con Google: IA podría revolucionar la búsqueda

Alphabet Inc

The Trade Desk, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TTD#NASDAQ">TTD</a>) CEO Jeff Green shared strong opinions regarding the closed platforms that he called "walled gardens" run by 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>) and Amazon.com, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>)&nbsp; on the company's<a href="https://www.benzinga.com/news/earnings/25/05/45300178/the-trade-desk-stock-climbs-after-q1-eps-revenues-beat-estimates-details"> first-quarter earnings call.&nbsp;</a>
What To Know: Green said closed platforms like Google and Amazon are inherently at odds with the best interests of advertisers and agencies because their primary obligation is to maximize shareholder value and not to ensure a fair and open marketplace.&nbsp;
The Trade Desk, on the other hand, is positioned to serve the open Internet, enabling broader and more objective media buying, the CEO said.&nbsp;
Read Next: <a href="https://www.benzinga.com/25/05/45319531/cathie-wood?utm_source=articleShare">Cathie Wood Says AI Will &#8216;Disrupt The Traditional World Order&#8217; And Replace Search Engines Like Google</a>&nbsp;
"We have been winning in an unfair market," Green stated.&nbsp;
He pointed to some recent changes in the demand-side platform (DSP) landscape that Green believes will improve competition, transparency and fairness.
Recent court rulings in 2025 have declared Google an illegal monopoly and Green said Google is already starting to scale back and discontinue some of its previous &#8220;draconian and illegal practices&#8221; in response.&nbsp;
"I continue to believe that Google will stop trying to monetize the open Internet and instead focus more on their destinations. I expect that Amazon will continue on the same path," Green said.&nbsp;
The Trade Desk CEO also pointed to a recent ruling that allows Spotify to have a payment relationship with its customers separate from Apple which helps to create a "more level playing field."
Green remains optimistic that The Trade Desk will thrive even further as competition and transparency improve under new regulations that encourage a fairer marketplace. 
"As we've said before, if we can win share in an unfair market against the biggest tech players in the world, as we have over the last 15 years, imagine what we can do in a fair market," the CEO said. 
Read Next:&nbsp;
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<li><a href="https://www.benzinga.com/general/health-care/25/05/45305392/unitedhealth-investors-claim-company-hid-profit-impact-of-ceos-murder?utm_source=articleShare">UnitedHealth Investors Claim Company Hid Profit Impact Of CEO&#8217;s Murder</a>&nbsp;</li>
</ul>
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AMZN

The Trade Desk CEO Slams Google, Amazon's 'Walled Gardens': 'Imagine What We Can Do In A Fair Market'

On Thursday, U.S. Food and Drug Administration (FDA) Commissioner Martin A. Makary announced an aggressive timeline to scale the use of <a target="_blank" href="https://www.benzinga.com/topic/artificial-intelligence" rel="noreferrer noopener">artificial intelligence (AI)</a> internally across all FDA centers by June 30, following the completion of a new generative AI pilot for scientific reviewers.
Makary has <a target="_blank" href="https://www.fda.gov/news-events/press-announcements/fda-announces-completion-first-ai-assisted-scientific-review-pilot-and-aggressive-agency-wide-ai" rel="noreferrer noopener">directed</a> all FDA centers to begin deployment immediately, with the goal of full integration by the end of June. Work will continue to expand use cases, improve functionality, and adapt to the evolving needs of each center after June 30.
By that date, all centers will be operating on a common, secure generative AI system integrated with the FDA&#8217;s internal data platforms.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/03/44087329/microsoft-unveils-ai-powered-dragon-copilot-to-ease-clinician-workloads" rel="noreferrer noopener">Microsoft Unveils AI-Powered Dragon Copilot To Ease Clinician Workloads</a>
Makary spoke about the need to shorten the length of the drug approval process and the use of artificial intelligence, among other topics, during the AHA Annual Membership Meeting on Tuesday.
&#8220;We at the FDA now have to ask big questions that we&#8217;ve never asked before,&#8221; Makary <a target="_blank" href="https://www.aha.org/news/headline/2025-05-06-fda-commissioner-talks-shortening-drug-approval-process-benefits-ai" rel="noreferrer noopener">said</a>. &#8220;Why does it take over 10 years for a new drug to come to market? Why are we not modernized with AI and other things?&#8221;
Makary was also optimistic about AI helping to approve new treatments for conditions such as diabetes and certain types of cancer.
According to a media report on Wednesday, OpenAI, which is backed by Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), met with FDA officials to discuss the agency&#8217;s use of AI to speed up drug evaluations.
Makary didn&#8217;t say OpenAI was involved in the project, but sources familiar with it say a small team from OpenAI has met several times in recent weeks with the FDA and two associates from Elon Musk&#8217;s Department of Government Efficiency (DOGE).
They&#8217;ve been discussing a <a target="_blank" href="https://www.wired.com/story/openai-fda-doge-ai-drug-evaluation/" rel="noreferrer noopener">project</a> called &#8220;cderGPT,&#8221; likely referring to the FDA&#8217;s Center for Drug Evaluation and Research (CDER), which regulates over-the-counter and prescription drugs in the U.S., and &#8220;Research GPT.&#8221; Jeremy Walsh, the FDA&#8217;s newly appointed AI officer, has led the talks. No contract has been finalized yet.
According to the May 2024 McKinsey Global Institute report, AI technology could generate&nbsp;$60 billion—$110 billion annually in economic value for the pharmaceutical industry, as it can help speed up the process of identifying compounds, <a target="_blank" href="https://www.benzinga.com/general/biotech/24/05/38768537/from-hype-to-reality-ai-reshapes-pharmaceutical-industry-across-drug-discovery-to-marketing-stock" rel="noreferrer noopener">their development, and approval</a>.
In May 2024, Researchers at&nbsp;Alphabet Inc.&#8217;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>)&nbsp;Google DeepMind developed AlphaFold 3, a new <a target="_blank" href="https://www.benzinga.com/general/biotech/24/05/38711266/google-deepmind-develops-latest-ai-model-to-aid-scientists-in-fighting-disease" rel="noreferrer noopener">artificial intelligence (AI) model</a>.
AlphaFold 3 can predict the structure and interactions of biological molecules. This includes proteins, DNA, and RNA, and small molecules that could function as drugs.&nbsp;
Google DeepMind will make the model available for non-commercial use through&nbsp;the AlphaFold server.&nbsp;
Read Next:
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<li><a href="https://www.benzinga.com/general/biotech/25/05/45324296/trump-cut-11-billion-in-local-government-fight-back" target="_blank" rel="noreferrer noopener">Trump Admin Cuts $11 Billion In Health Funds — Local Governments Fight Back</a></li>
</ul>
Photo by Tada Images via Shutterstock

MSFT

Trump Appointed Martin Makary Targets Faster Drug Approvals With FDA Artificial Intelligence Overhaul

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 Communication Services 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>GOOG</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>05/16/25</td>
<td>$155.00</td>
<td>$41.1K</td>
<td>6.0K</td>
<td>4.6K</td>
</tr>
<tr>
<td>DIS</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$105.00</td>
<td>$37.2K</td>
<td>5.6K</td>
<td>2.2K</td>
</tr>
<tr>
<td>AMCX</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>09/19/25</td>
<td>$5.00</td>
<td>$25.2K</td>
<td>6.8K</td>
<td>1.8K</td>
</tr>
<tr>
<td>TTD</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$70.00</td>
<td>$64.3K</td>
<td>1.6K</td>
<td>1.3K</td>
</tr>
<tr>
<td>BIDU</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/18/25</td>
<td>$85.00</td>
<td>$37.7K</td>
<td>1.3K</td>
<td>98</td>
</tr>
<tr>
<td>GOOGL</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>12/17/27</td>
<td>$150.00</td>
<td>$144.0K</td>
<td>2.5K</td>
<td>93</td>
</tr>
<tr>
<td>SE</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>11/21/25</td>
<td>$135.00</td>
<td>$40.9K</td>
<td>1.8K</td>
<td>52</td>
</tr>
<tr>
<td>META</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$520.00</td>
<td>$98.7K</td>
<td>742</td>
<td>51</td>
</tr>
<tr>
<td>RDDT</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>06/18/26</td>
<td>$55.00</td>
<td>$49.0K</td>
<td>13</td>
<td>24</td>
</tr>
<tr>
<td>NFLX</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$930.00</td>
<td>$145.1K</td>
<td>134</td>
<td>5</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These itemized elaborations have been created using the accompanying table. 
• 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 7 day(s) on May 16, 2025. This event was a transfer of 168 contract(s) at a $155.00 strike. The total cost received by the writing party (or parties) was $41.1K, with a price of $245.0 per contract. There were 6040 open contracts at this strike prior to today, and today 4618 contract(s) were bought and sold. 
• For DIS (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>), we notice a call option sweep that happens to be bearish, expiring in 98 day(s) on August 15, 2025. This event was a transfer of 56 contract(s) at a $105.00 strike. This particular call needed to be split into 4 different trades to become filled. The total cost received by the writing party (or parties) was $37.2K, with a price of $665.0 per contract. There were 5605 open contracts at this strike prior to today, and today 2298 contract(s) were bought and sold. 
• Regarding AMCX (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMCX#NASDAQ">AMCX</a>), we observe a put option trade with bullish sentiment. It expires in 133 day(s) on September 19, 2025. Parties traded 459 contract(s) at a $5.00 strike. The total cost received by the writing party (or parties) was $25.2K, with a price of $55.0 per contract. There were 6855 open contracts at this strike prior to today, and today 1856 contract(s) were bought and sold. 
• Regarding TTD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TTD#NASDAQ">TTD</a>), we observe a put option sweep with bullish sentiment. It expires in 42 day(s) on June 20, 2025. Parties traded 159 contract(s) at a $70.00 strike. This particular put needed to be split into 9 different trades to become filled. The total cost received by the writing party (or parties) was $64.3K, with a price of $405.0 per contract. There were 1661 open contracts at this strike prior to today, and today 1364 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 70 day(s) on July 18, 2025. This event was a transfer of 50 contract(s) at a $85.00 strike. This particular call needed to be split into 4 different trades to become filled. The total cost received by the writing party (or parties) was $37.7K, with a price of $755.0 per contract. There were 1350 open contracts at this strike prior to today, and today 98 contract(s) were bought and sold. 
• Regarding GOOGL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>), we observe a put option trade with bullish sentiment. It expires in 952 day(s) on December 17, 2027. Parties traded 60 contract(s) at a $150.00 strike. The total cost received by the writing party (or parties) was $144.0K, with a price of $2400.0 per contract. There were 2561 open contracts at this strike prior to today, and today 93 contract(s) were bought and sold. 
• Regarding SE (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SE#NYSE">SE</a>), we observe a put option trade with bullish sentiment. It expires in 196 day(s) on November 21, 2025. Parties traded 26 contract(s) at a $135.00 strike. The total cost received by the writing party (or parties) was $40.9K, with a price of $1575.0 per contract. There were 1842 open contracts at this strike prior to today, and today 52 contract(s) were bought and sold. 
• For META (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>), we notice a call option trade that happens to be bullish, expiring in 98 day(s) on August 15, 2025. This event was a transfer of 10 contract(s) at a $520.00 strike. The total cost received by the writing party (or parties) was $98.7K, with a price of $9878.0 per contract. There were 742 open contracts at this strike prior to today, and today 51 contract(s) were bought and sold. 
• For RDDT (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RDDT#NYSE">RDDT</a>), we notice a call option trade that happens to be bullish, expiring in 405 day(s) on June 18, 2026. This event was a transfer of 8 contract(s) at a $55.00 strike. The total cost received by the writing party (or parties) was $49.0K, with a price of $6130.0 per contract. There were 13 open contracts at this strike prior to today, and today 24 contract(s) were bought and sold. 
• For NFLX (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>), we notice a call option trade that happens to be bullish, expiring in 252 day(s) on January 16, 2026. This event was a transfer of 5 contract(s) at a $930.00 strike. The total cost received by the writing party (or parties) was $145.1K, with a price of $29025.0 per contract. There were 134 open contracts at this strike prior to today, and today 5 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.

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10 Communication Services Stocks Whale Activity In Today's Session

Live On CNBC, Kevin Simpson Announces Trimmed Alphabet Position

Tech investor and CEO of ARK Invest, Cathie Wood, on Friday re-emphasized her bullish calls on Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) and Tesla, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>). However, Wood shed some light on potential headwinds ahead for Palantir Technologies, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>)<a href="https://www.benzinga.com/25/05/45274539/cathie-wood-strengthens-ai-chip-holdings-with-nvidia-and-amd-purchases-reduces-palantir-position-by-another-38-8-million"> and Alphabet, Inc. </a>(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>). 
PLTR: ARK Invest has been reducing its position in Palantir across its portfolio funds, selling nearly $80 million worth of shares this week alone. Palantir is now Ark&#8217;s fifth-largest holding, making up 6.62% of the portfolio with a total value of $324.4 million.
Read Next: <a href="https://www.benzinga.com/general/health-care/25/05/45305392/unitedhealth-investors-claim-company-hid-profit-impact-of-ceos-murder?utm_source=articleShare">UnitedHealth Investors Claim Company Hid Profit Impact Of CEO&#8217;s Murder</a>&nbsp;
In a Friday morning interview on CNBC's Squawk Box, Wood said Palantir's government business remains strong and its "commercial business is on fire." However, she warned that Europe could be a threat to the company's remarkable growth if the EU moves further into the AI space.&nbsp;
GOOG: The disruptive tech investor pointed to artificial intelligence as a force that will "disrupt the traditional world order" and predicted that everyone will have an AI-powered personal assistant in the future. Wood said that humans using a search engine to find information will become a thing of the past as the "assistants will do much of the walking for us."&nbsp;
Referencing an Apple executive's comments on AI replacing search engines earlier this week, Wood said that it comes as "no surprise" that large language models are already taking<a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/05/45288753/google-at-staggering-42-discount-to-sp-500-after-150-billion-value-dive"> market share</a> from Google.&nbsp;
Read Next: <a href="https://www.benzinga.com/general/travel/25/05/45260938/disneys-new-abu-dhabi-theme-park-will-be-authentically-disney-and-distinctly-emirati-ceo-bob-iger-says?utm_source=articleShare">Disney&#8217;s New Abu Dhabi Theme Park Will Be &#8216;Authentically Disney And Distinctly Emirati,&#8217; CEO Bob Iger Says&nbsp;</a>
BTC: Wood reiterated ARK Invest's bitcoin thesis with a base case scenario of $750,000 and a bull case of bitcoin reaching $1.5 million by 2030.&nbsp;
Limited supply, emerging markets use case and institutions continuing to move into bitcoin will drive the price of bitcoin higher, she predicted.&nbsp;
"We still have miles to go," Wood said as bitcoin traded around $103,000 Friday morning after reclaiming the $100,000 level on Thursday.&nbsp;
TSLA: Wood has long been a Tesla bull and on Friday<a href="https://www.benzinga.com/news/large-cap/25/03/44537429/cathie-wood-doubles-down-on-2600-tesla-stock-price-prediction"> she again</a> doubled-down on her call for the Elon Musk-led company to reach $2600 per share within the next five years.&nbsp;
She added that the $2600 Tesla price target does not include revenue from humanoid robots which Wood pegged as a $26 trillion revenue opportunity.&nbsp;
Read Next:&nbsp;
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<li><a href="https://www.benzinga.com/news/legal/25/05/45226604/president-trump-wants-to-reopen-alcatraz-heres-what-it-would-take?utm_source=articleShare">President Trump Wants To Reopen Alcatraz: Here&#8217;s What It Would Take</a></li>
</ul>
Photo: ChrisStock82/Shutterstock

PLTR

TSLA

Cathie Wood Says AI Will 'Disrupt The Traditional World Order' And Replace Search Engines Like Google

<ul>
<li>GOOGL</li>
<li>TSLA</li>
<li>GLD</li>
<li>NVDA</li>
<li>BULL</li>
<li>PLTR</li>
<li>GOOG</li>
<li>MSTR</li>
<li>WOLF</li>
<li>AAPL</li>
</ul>
Data from <a href="https://swaggystocks.com/dashboard/wallstreetbets/ticker-sentiment">https://swaggystocks.com/dashboard/wallstreetbets/ticker-sentiment</a>
&nbsp;

BULL

MSTR

WOLF

Top 10 Trending Stocks On WallStreetBets As Of May 9, 2025 (Via Swaggy Stocks)

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 has launched an aggressive new defense against internet scams, deploying its on-device Gemini AI model to detect and block fraudulent websites in real-time, significantly expanding its security capabilities across Chrome, Search and Android operating systems.
What Happened: Google is now using Gemini Nano, a version of its artificial intelligence model that runs directly on users&#8217; devices, to scan webpages instantly when clicked to identify potential threats, the company announced Thursday. 
This technological advancement specifically targets &#8220;tech support&#8221; scams – deceptive pop-ups claiming device infections that prompt users to download fake security software or call fraudulent support numbers.
&#8220;Fighting scammers has always been an evolution game,&#8221; said Phiroze Parakh, senior director of engineering for Google Search, in an <a href="https://edition.cnn.com/2025/05/08/tech/google-ai-preventing-scams-search-chrome">interview</a> with CNN, noting that while bad actors now have new AI tools, so do security teams.
The on-device implementation ensures faster protection while preserving user privacy, according to Jasika Bawa, group product manager for Google Chrome. See Also: <a href="https://www.benzinga.com/25/05/45311187/the-picture-of-the-worlds-richest-man-killing-the-worlds-poorest-children-is-not-a-pretty-one-says-bill-gates-slamming-elon-musk-over-abrupt-usaid-cuts">Bill Gates Slams Elon Musk Over Abrupt USAID Cuts: &#8216;The Picture Of The World&#8217;s Richest Man Killing The World&#8217;s Poorest…&#8217;</a>
Why It Matters: The security enhancements come amid rising global concerns over online fraud, with consumers worldwide losing more than $1 trillion to scams last year, according to the Global Anti-Scam Alliance, the CNN report notes. 
Since implementing AI-powered anti-scam systems three years ago, Google now blocks 20 times more problematic pages, removing hundreds of millions of scam search results daily. The company reports it has decreased scam attacks in airline-related searches by 80%.
This security initiative builds on <a href="https://www.benzinga.com/news/24/10/41204898/google-starts-rolling-out-ai-powered-security-features-to-combat-android-phone-theft?utm_source=chatgpt.com">Google&#8217;s broader AI security strategy</a> that includes features like Theft Detection Lock, Offline Device Lock and Remote Lock for Android devices. 
Meanwhile, Google CEO Sundar Pichai revealed ongoing negotiations with Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) to <a href="https://www.benzinga.com/news/legal/25/05/45128130/google-aims-for-gemini-ai-deal-with-apple-this-year-says-sundar-pichai-amid-dojs-bid-to-curb-search-monopoly?utm_source=chatgpt.com">integrate Gemini AI technology into iPhones </a>by mid-2025, potentially extending these security capabilities to the iOS ecosystem. 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.

Google Deploys On-Device Gemini AI To Fight Online Scams, Blocks Millions Of Fraud Pages In Real Time

On Thursday, OpenAI CEO Sam Altman appeared before Congress for the first time in two years, delivering a clear message: The U.S must focus on innovation, not overregulation, if it hopes to maintain its <a href="https://www.benzinga.com/markets/25/05/45243129/nvidia-ceo-jensen-huang-says-losing-access-to-chinas-potential-50-billion-ai-market-would-be-a-tremendous-loss">lead over China in artificial intelligence</a>.
What Happened: Altman, dressed conservatively in a dark suit and blue tie, faced a group of lawmakers during the Capitol Hill hearing, <a href="https://fortune.com/2025/05/08/sam-altman-openai-senate-hearing-testimony-china-ai-regulations/">reported</a> Fortune.
In response to a question from Sen. Ted Cruz (R-Tex.) about how close China is to U.S. AI capabilities, Altman said, "It's hard to say how far ahead we are, but I would say not a huge amount of time."
See Also:&nbsp;<a href="https://benzinga.com/news/25/04/45090231/elon-musk-says-will-come-as-a-surprise-to-most-as-chinas-economy-surpasses-us-and-eu-amid-rising-tariffs-and" target="_blank" rel="noreferrer noopener">Elon Musk Says Will Come As A ‘Surprise To Most' As China's Economy Surpasses US And EU Amid Rising Tariffs And Growing Recession Fears</a>
Altman added that models developed by 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 other U.S. companies are currently the best in the world, but staying ahead requires "sensible regulation" that "does not slow us down."
This is not rocket science, Altman stated, adding, "We just need to keep doing the things that have worked for so long and not make a silly mistake."
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: Altman's testimony marks a striking <a href="https://www.benzinga.com/25/01/43214529/elon-musk-accuses-openai-ceo-sam-altman-of-lying-over-10b-equity-what-a-liar">shift from his 2023 appearance</a>, when he focused on AI safety and called for strong government oversight to manage the risks of powerful AI models.
With China aggressively investing in AI development, Altman argued that the U.S. needs to strengthen its capabilities to secure a leadership position in this critical technology.
While some lawmakers raised questions about OpenAI's business practices, the overall tone of the hearing was supportive, reflecting bipartisan recognition of the stakes involved in the U.S.-China AI race, the report said.
Earlier this week, OpenAI also named Instacart CEO Fidji Simo as its <a href="https://www.benzinga.com/news/management/25/05/45277888/openai-taps-instacart-ceo-fidji-simo-as-chief-of-applications-sam-altman-to-focus-on-research-compute-and-safety-amid-superintelligence-push">first CEO of Applications</a>, a newly created role reporting directly to Altman.
ChatGPT-parent has also reportedly informed investors that it intends to <a href="https://www.benzinga.com/25/05/45244190/microsoft-faces-fresh-revenue-hit-as-openai-plans-to-reduce-payouts-by-2030-report">reduce the portion of its revenue</a> shared with Microsoft Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>).
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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Image Via Shutterstock

Media

Sam Altman Tells Congress US Must Pursue 'Sensible Regulation,' Avoid 'Silly Mistake' To Stay Ahead Of China In AI Race: 'It's Hard To Say How Far Ahead We Are…'

According to a leading fund manager and venture capitalist, Google-parent 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>) search dominance is facing mounting challenges, with a high-profile antitrust lawsuit, and emerging technologies that are reshaping consumer behaviours.
What Happened: On Thursday, Gene Munster, the managing partner at Deepwater Asset Management, appeared <a href="https://www.youtube.com/watch?v=eoPkgcdBuBw">on</a> CNBC&#8217;s Fast Money to discuss the challenges currently facing the search giant.
Munster notes the rapid acceleration in OpenAI&#8217;s ChatGPT, &#8220;It took 10 months to go from 1 to 200 million users, then just six months to reach 400 million,&#8221; he says, &#8220;It's on track to hit 800 million by June,&#8221; warning of a seismic change in how users search for information online.
This shift, Munster says, creates a difficult scenario for Google, as it will struggle with traditional monetization options if it has to keep up with GenAI competitors. 
&#8220;The golden goose is showing its age,&#8221; he says, while citing Apple Inc.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) Senior Vice President of Services, Eddie Cue, who recently said under oath during the United States Department of Justice hearing that search usage within Apple&#8217;s Safari browser has declined for the first time. &#8220;That caught my attention,&#8221; Munster said, as &#8220;Safari accounts for about half of browser use on iPhones.&#8221;
This comes amid the DOJ turning up the heat on Apple&#8217;s $20 billion a year deal with Google, which involves making it the default search engine on the iPhone.
Drawing parallels with Google, Munster gives the example of Redbox, the movie rental service that once disrupted Blockbuster, but eventually faded into oblivion. &#8220;I thought Redbox would be over before it started, but it took 10 years to wind down,&#8221; he said. &#8220;The pace of change [with Google] is faster than I expected,&#8221; he adds.
At the end of the day, Munster says, the central question is &#8220;how [Google is] going to create a product that people want, that still allows them to monetize.&#8221;
See Also: <a href="https://www.benzinga.com/25/05/45311187/the-picture-of-the-worlds-richest-man-killing-the-worlds-poorest-children-is-not-a-pretty-one-says-bill-gates-slamming-elon-musk-over-abrupt-usaid-cuts">Bill Gates Slams Elon Musk Over Abrupt USAID Cuts: &#8216;The Picture Of The World&#8217;s Richest Man Killing The World&#8217;s Poorest…&#8217;</a>
Why It Matters: News that Apple may be reconsidering its long-standing partnership with Google in favor of an AI-powered search alternative prompted a <a href="https://www.benzinga.com/trading-ideas/movers/25/05/45259675/apple-alphabet-shares-tumble-amid-potential-ai-search-shift">pullback in Alphabet shares</a> this week.
Aravind Srinivas, CEO of Perplexity AI, weighed in on Alphabet's stock decline with a post on X, stating, &#8220;AI is eating search.&#8221; His comment comes as <a href="https://benzinga.com/markets/equities/25/05/45277969/ai-is-eating-search-google-rival-perplexity-ceo-arvind-srinivas-says-as-dan-nile-predicts-agents-to-take-future-share-amid-alphabet-apple-stock-fall">Perplexity positions itself</a> as a leading contender in the rapidly evolving search landscape.
Price Action: Alphabet shares were up 1.93% on Thursday and 0.48% after hours.
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="135" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/09040831/Screenshot-2025-05-09-at-1.38.10-PM-1024x135.png" alt="" class="wp-image-909665" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/09040831/Screenshot-2025-05-09-at-1.38.10-PM-1024x135.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/09040831/Screenshot-2025-05-09-at-1.38.10-PM-300x40.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/09040831/Screenshot-2025-05-09-at-1.38.10-PM-768x101.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/09040831/Screenshot-2025-05-09-at-1.38.10-PM-1536x203.png 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/09040831/Screenshot-2025-05-09-at-1.38.10-PM.png 1590w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
Despite scoring well on growth and quality, the stock is sports an unfavorable price trend in the short, medium and long term according to Benzinga Edge Stock Rankings. For more insights, sign up for <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">Benzinga Edge</a>.
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Image Via Shuterstock

Google's 'Golden Goose' Under Threat As GenAI Surges And Apple Rethinks Search Ties, Warns Gene Munster

In a bold move against the United States&#8217; tariff policy, the European Union (EU) is preparing to present its case at the World Trade Organization (WTO). The EU is also proposing countermeasures worth €95 billion ($107.4 billion).
What Happened: The European Commission is planning to challenge the U.S.&#8217;s&nbsp;&#8220;reciprocal&#8221; tariff policy and duties&nbsp;on cars and car parts at the WTO.&nbsp;The Commission has also launched a public consultation on potential countermeasures affecting €95 billion worth of US imports, to be enacted if a trade deal with Washington fails to materialize, <a href="https://www.cnbc.com/2025/05/08/european-union-dispute-against-us-tariffs-world-trade-organization.html">CNBC</a>&nbsp;reported on Thursday.
The proposed countermeasures span a wide range of agricultural and industrial goods, including alcoholic beverages such as bourbon and tequila. The EU is currently negotiating to prevent President Donald Trump from imposing a 20% reciprocal tariff on all U.S. imports from the bloc, as well as a 25% tariff on imported vehicles and the same rate on steel and aluminum.
The list of countermeasures, released on Thursday by the EU, includes numerous aircraft and vehicle components, potentially affecting US companies like&nbsp;Boeing (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>). 
"It is the unequivocal view of the EU that these [U.S.] tariffs blatantly violate fundamental WTO rules," the European Commission stated.
SEE ALSO:&nbsp;<a href="https://benzinga.com/markets/cryptocurrency/25/05/45282706/bitcoin-close-to-100000-ethereum-xrp-dogecoin-pump-as-trump-touts-trade-deal-with-the-uk" target="_blank" rel="noreferrer noopener">Bitcoin Close To $100,000, Ethereum, XRP, Dogecoin Pump As Trump Touts Trade Deal With The UK &#8211; Benzinga</a>
Why It Matters: The EU&#8217;s proposed countermeasures come in the wake of&nbsp;threats to <a href="https://www.benzinga.com/markets/25/04/44784857/eu-threatens-additional-taxes-on-us-tech-giants-amid-ongoing-tariff-war-we-are-developing-retaliatory-measures-says-von-der-leyen">impose additional </a>taxes on U.S. tech giants&nbsp;like 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>) and Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) if the ongoing tariff negotiations fail. This move also follows U.S. Vice President JD Vance&#8216;s recent&nbsp;comments <a href="https://www.benzinga.com/markets/25/05/45278156/jd-vance-softens-tone-says-us-and-europe-are-on-same-team-calls-divide-talk-completely-ridiculous-ahead-of-eu-tariff-response">emphasizing unity</a> between the U.S. and Europe, a significant shift from his previous stance.
Despite the ongoing tariff turbulence, the U.K. has become the first country to secure&nbsp;a trade arrangement with the&nbsp;U.S. President Donald Trump has expressed his intent to strike a deal with Europe, even though he claims&nbsp;that the EU treats the&nbsp;US &#8220;unfairly&#8221; in trade matters.
At the same time, EC President Ursula von der Leyen stated, "The EU remains fully committed to finding negotiated outcomes with the U.S. We believe there are good deals to be made for the benefit of consumers and businesses on both sides of the Atlantic."
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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

Economics

General

US 'Blatant' Tariffs Spark EU Backlash As Bloc Plans WTO Challenge, Proposes $107 Billion in Countermeasures

On Thursday, Instagram CEO Adam Mosseri's testimony revealed how TikTok's <a href="https://benzinga.com/25/04/44821791/meta-platforms-used-buy-or-bury-strategy-to-monopolize-social-media-ftc-says">explosive rise forced</a> the Meta Platforms, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>)-owned app into a fight for survival.
What Happened: Mosseri testified in the Federal Trade Commission's <a href="https://www.benzinga.com/tech/25/04/45112477/exclusive-if-meta-is-forced-to-divest-instagram-whatsapp-or-facebook-43-pick-this-standout">antitrust case against Meta</a>, where the U.S. government claims the tech giant has illegally monopolized the social networking market.
The trial detailed how, when Mosseri took over Instagram in 2018, the app was facing worrisome drops in user engagement, largely due to competition from ByteDance-owned TikTok. By 2019, internal estimates showed that 23% of Instagram's declining U.S. time spent could be attributed directly to TikTok.
"We can't explain it all, but what's clear at this point is that we need to adapt, and do so quickly," Mosseri wrote to his team in March 2020.
In his testimony at DC courts, Instagram&#8217;s boss said, "You're either growing, or you're slowly dying."
Instagram's comeback came largely through improving its Reels product with better AI-driven recommendations. But TikTok remains "the fiercest competition that we have faced," the report noted.
Interestingly, in his testimony, Mosseri noted that while TikTok used to offer a passive, lean-back viewing experience, it has now become "every bit as participatory as we are," even rolling out features to strengthen friend connections.
Why It's Important: The testimony comes at a pivotal moment as the FTC argues that Meta's dominance in personal social networking — a market that includes apps like Instagram and Snapchat by Snap Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SNAP#NYSE">SNAP</a>) — is stifling competition.
Meta has argued against the <a href="https://www.benzinga.com/general/social-media/24/11/42177636/meta-heads-to-trial-over-instagram-whatsapp-acquisitions">antitrust allegations</a>, highlighting competition from TikTok and YouTube, which is owned by 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>).
While Meta has claimed in court that entertainment has eclipsed social connections in its business, Mosseri's comments on Thursday highlight that friend-based engagement remains a key differentiator for Instagram, the report said.
Price Action: Meta&#8217;s shares slipped 0.015% in after-hours trading, settling at $597.92, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro data</a>.
The company holds a momentum score of 82.95% and a growth score of 76.10%, as per Benzinga's exclusive Edge Rankings. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound" target="_blank" rel="noreferrer noopener">Click here to see how Meta stacks up against</a>&nbsp;Snapchat, Alphabet and others.
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Photo Courtesy: Koshiro K 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.

Legal

SNAP

Instagram CEO Adam Mosseri Testimony Reveals TikTok Led To Worrisome Engagement Drop For Meta's Platform: 'You're Either Growing, Or You're Slowly Dying'

The Invesco QQQ ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>), which follows the Nasdaq 100 Index, jumped 1.2% Thursday as a combination of political and economic events lifted investor mood and stoked interest in megacap tech stocks again. The Nasdaq 100 rose by almost 2%, supporting QQQ in beating <a href="https://www.benzinga.com/etfs">broad-market peers</a> on a day characterized by increased demand for risk assets.
QQQ Vs. ONEQ
The Invesco QQQ ETF continues to be a popular vehicle for those looking for concentrated exposure to the largest growth and non-financial technology stocks in the U.S., such as heavyweights 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>), and Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>). Famous for its tech-heavy bias and high liquidity, QQQ tends to rise with market enthusiasm around innovation, deregulation and macroeconomic catalysts.
A similar fund, the Fidelity Nasdaq Composite Index ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ONEQ#NASDAQ">ONEQ</a>), provides more coverage by tracking the entire Nasdaq Composite Index, including more than 3,000 stocks of a wider group of sectors and market caps. While QQQ tends to be more volatile because of its concentration on megacap tech, ONEQ, which also rose more than 1% on Thursday, provides more diversified exposure, possibly ironing out performance through sector-specific dips. Both ETFs gauge investor attitudes toward growth and technology, but QQQ is still the more aggressive bet for investors betting large on the tech industry&#8217;s upside.
Also Read: <a href="https://www.benzinga.com/etfs/sector-etfs/25/05/45299690/oil-etfs-heat-up-as-opec-pump-up-us-uk-trade-deal-china-talks-fuel-rally">Oil ETFs Heat Up As OPEC+ Pump-Up, US-UK Trade Deal, China Talks Fuel Rally</a>
What Drove QQQ Today?
A focal point in Thursday&#8217;s upsurge was the declaration of the <a href="https://www.benzinga.com/25/05/45294428/wall-street-rallies-after-us-seals-first-trade-deal-you-better-go-out-and-buy-stock-trump-says">U.S.-U.K. trade agreement</a>, which, while symbolic in parts, signaled markets that geopolitical relationships could be stabilizing. The agreement includes lowering tariffs on vehicles produced in the UK and British counter purchases of U.S. products, including Boeing (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>) planes. Although important tariff levels, in particular a 10% across-the-board levy, are untouched, investors saw the news as a move in the direction of wider global coordination.
Moreover, the impending talks with China scheduled for May 10 are also keeping hopes up.
Meanwhile, markets cheered initially on news the Trump administration would roll back <a href="https://www.benzinga.com/news/global/25/05/45269811/chip-stocks-rise-as-trump-reportedly-plans-to-roll-back-biden-era-ai-export-curbs">Biden-era restrictions on AI chip exports</a>. The likelihood of a rollback sent semiconductor shares, such as Nvidia, AMD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) and Broadcom (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), showing afternoon gains of over 1%. Because the Nasdaq-100 index is heavily invested in the semiconductor space, QQQ directly took advantage of the rally. The hope of reduced AI chip sales restrictions eased concerns over a deceleration in global semiconductor demand, one of the index&#8217;s major growth pillars.
Federal Reserve Chairman Jerome Powell moderated some of the euphoria with a warning note, cautioning that an imbalanced tariff policy could increase inflationary pressures and drag on economic growth. Nevertheless, risk-on sentiment dominated after Trump&#8217;s declaration that the U.S. economy is ready for &#8220;the biggest tax cuts in history&#8221; and his firm urging investors to &#8220;go out and buy stock.&#8221;
Alphabet (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>), another QQQ heavyweight, gained 2% after the company addressed fears of waning search queries on Apple platforms—a clarification that regained some lost ground in the previous session&#8217;s 7% decline.
These advances combined renewed faith in U.S. technology stocks and validated the QQQ ETF&#8217;s role as a barometer of optimism in the market for innovation, deregulation, and growth-oriented policy realignments. Amidst investors scrutinizing headlines that spanned from geopolitics to generative AI, QQQ became an investors&#8217; go-to vehicle for beta exposure in a tech-fueled bounce-back — cementing its place not only as a passive index fund tracker but also as a sentiment litmus test for the direction of U.S. innovation.
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Broad U.S. Equity ETFs

ETFs

AVGO

Fidelity NASDAQmposite Index Fund ETF-Tracking NASDAQmposite Index

ONEQ

Trump Talks Tariffs, Tech Stocks Gain As QQQ Leads The Charge

<a href="https://www.axios.com/pro/tech-policy/2025/05/08/cfpb-drops-attempt-to-supervise-google-payment-corp">https://www.axios.com/pro/tech-policy/2025/05/08/cfpb-drops-attempt-to-supervise-google-payment-corp</a>

'CFPB drops attempt to supervise Google Payment Corp.'- Axios

<a href="https://www.bloomberg.com/news/articles/2025-05-08/consumer-watchdog-halts-biden-era-google-payment-supervision">https://www.bloomberg.com/news/articles/2025-05-08/consumer-watchdog-halts-biden-era-google-payment-supervision</a>

'Consumer Watchdog Halts Biden-Era Google Payment Supervision'- Bloomberg

JMP Securities analyst Andrew Boone reiterates Alphabet (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) from Market Perform to Market Perform.

Reiteration

JMP Securities Reiterates Market Perform on Alphabetto Market Perform

Move over, dividends &#8211; corporate America is in love with itself again. According to JPMorgan strategist Nikolaos Panigirtzoglou, U.S. corporate share buybacks surged in April, marking the strongest monthly pace in years and reinforcing their role as a stabilizing force <a href="https://www.benzinga.com/topic/volatility">in volatile markets</a>.
May has kicked off with a fresh surge of stock buyback announcements, and it's not just a sprinkle &#8211; it's a full-blown cash confetti storm. Repurchase plans announced since April 1 now add up to $262 billion, suggesting companies are favoring ploughing extra cash into buybacks over, say, dividend payments.
Panigirtzoglou notes that this contrarian pattern &#8211; where buybacks ramp up following equity market corrections &#8211; was similarly evident during the Silicon Valley Bank crisis two years ago (the SVB collapsed in March 2023) and the early stages of the Ukraine war.
He notes that corporate repurchases complemented a rebound in equity-focused hedge fund positioning, which had previously de-risked in February and March, further amplifying April&#8217;s V-shaped equity recovery.
Read Also: <a href="https://www.benzinga.com/25/05/45284152/coin-vs-mara-which-crypto-stock-chart-has-the-bullish-edge-before-q1-earnings-drop">COIN Vs. MARA: Which Crypto Stock Chart Has The Bullish Edge Before Q1 Earnings Drop?</a>
<h2 class="wp-block-heading">Apple, Alphabet, Wells Fargo Leading Corporate Buybacks</h2>
Leading the parade is Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), flexing its financial muscles with a jaw-dropping $100 billion buyback—because, apparently, having a $2.7 trillion market cap wasn't enough self-confidence. This is no fluke; it's an "additional" buyback, which means Apple's just topping off a long-standing habit of hoarding its own stock like it&#8217;s going out of style.
Hot on its heels is Alphabet Inc (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>) with a $70 billion share repurchase. Google may have axed cookies, but it's still baking up returns for shareholders in bulk.
Not to be outdone, Wells Fargo &amp; Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WFC#NYSE">WFC</a>) is pouring $40 billion into its own stock. After years of reputational rehab, the bank seems ready to bet on itself &#8211; in a very big way.
And it&#8217;s not just the mega-caps feeling themselves. KLA Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KLAC#NASDAQ">KLAC</a>) dropped a $5 billion mic, Dick's Sporting Goods Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DKS#NYSE">DKS</a>) entered the <a href="https://www.benzinga.com/25/03/44246625/dicks-sporting-beats-q4-earnings-stock-falls-amid-soft-outlook">game with $3 billion</a>, and Shell PLC (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SHEL#NYSE">SHEL</a>) is scooping up $3.5 billion of its shares &#8211; proving oil profits aren't just for gas stations and exec bonuses.
<h2 class="wp-block-heading">Tech&#8217;s Buyback Binge</h2>
Tech is clearly in a buyback binge: Broadcom Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>) <a href="https://www.benzinga.com/news/buybacks/25/04/44674899/broadcom-stock-jumps-on-10-billion-buyback-authorization">announced $10 billion</a> in early April, and Applied Materials Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMAT#NASDAQ">AMAT</a>) followed suit with its own <a href="https://www.benzinga.com/news/buybacks/25/03/44218819/applied-materials-hikes-dividend-for-8th-year-greenlights-10-billion-buyback-to-reward-investors">$10 billion plan</a>. 
Meanwhile, Align Technology Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ALGN#NASDAQ">ALGN</a>) flashed its smile with a fresh $1 billion authorization, maybe to offset Invisalign's market volatility.
<h2 class="wp-block-heading">Consumer Stocks &#8211; Not Far Behind</h2>
There's also action in the consumer and industrial space. Graphic Packaging Holding Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GPK#NYSE">GPK</a>), Ingersoll Rand Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IR#NYSE">IR</a>), and Cirrus Logic Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRUS#NASDAQ">CRUS</a>) all made $500 million–$1.5 billion commitments. 
Even MGM Resorts International (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MGM#NYSE">MGM</a>) got in on the game with a $2 billion plan &#8211; perhaps betting on itself while its visitors bet on the slots.
The pattern is clear: buybacks are back with a vengeance. Whether it&#8217;s to boost EPS, signal confidence, or fend off activist investors, companies are scooping up shares at a pace that has investors sitting up &#8211; and short sellers sweating.
Bottom line? When the biggest names in business are buying their own stock, it might be time for investors to take notice—before the buyback wave pushes prices even higher.
Read Next: 
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<li><a href="https://www.benzinga.com/tech/25/05/45283751/bill-gates-called-steve-jobs-genius-in-a-way-you-cant-explain-and-said-i-dont-know-somebody-whos-just-like-him-while-reflecting-on-their-decades-long-collaboration-and-rivalry">Bill Gates Called Steve Jobs A &#8216;Genius In A Way You Can&#8217;t Explain,&#8217; Says &#8216;I Don&#8217;t Know Anybody Who&#8217;s Just Like Him&#8217; While Reflecting on Their Decades-Long Collaboration and Rivalry</a></li>
</ul>
Photo: Shutterstock

Buybacks

ALGN

AMAT

CRUS

KLAC

SHEL

Apple, Alphabet Lead $262B Buyback Binge On Wall Street

D-Wave Quantum Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/QBTS#NYSE">QBTS</a>), Asset Entities, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASST#NASDAQ">ASST</a>), 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>), Novavax, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVAX#NASDAQ">NVAX</a>) and Carvana Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVNA#NYSE">CVNA</a>) are the top five trending tickers on Stocktwits <a href="https://www.benzinga.com/trading-ideas/movers/25/05/45274508/bitcoin-taps-98000-ethereum-dogecoin-steady-as-fed-chair-jerome-powell-raises-trump-tariff-induced-concerns-analyst-says-eth-holding-above-crucial-level-and-begins-its">Thursday.&nbsp;</a>
Here's a look at what is grabbing retail investors' attention.&nbsp;
QBTS: D-Wave Quantum shares are rallying after the company beat analysts' estimates and reported record <a href="https://www.benzinga.com/pressreleases/25/05/b45280859/d-wave-reports-first-quarter-2025-results">quarterly revenue</a> before the opening bell. While $15 million may not sound impressive, it is a 509% increase from the prior year's quarter and retail investors are piling in.&nbsp;
Read Next: <a href="https://www.benzinga.com/general/travel/25/05/45260938/disneys-new-abu-dhabi-theme-park-will-be-authentically-disney-and-distinctly-emirati-ceo-bob-iger-says?utm_source=articleShare">Disney&#8217;s New Abu Dhabi Theme Park Will Be &#8216;Authentically Disney And Distinctly Emirati,&#8217; CEO Bob Iger Says&nbsp;</a>
ASST: Asset Entities stock is volatile for the second day on Thursday following Wednesday's announcement that it <a href="https://www.benzinga.com/news/contracts/25/05/45260992/asset-entities-stock-rockets-higher-on-merger-deal-to-form-bitcoin-treasury-company">will merge</a> with Strive Asset Management to be the first publicly traded asset management Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) treasury company. Trading has been halted multiple times for volatility and the stock is up over 100% at the time of publication.&nbsp;
GOOG: Alphabet suffered its worst <a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/05/45288753/google-at-staggering-42-discount-to-sp-500-after-150-billion-value-dive">trading day</a> since 2023, shedding nearly $150 billion in market cap, on Wednesday after Apple revealed it has been talking to ChatGPT and Perplexity about potential search partnerships. The stock is attempting to recover some losses Thursday, but Google's future search dominance remains in question.&nbsp;&nbsp;
NVAX: Retail traders are celebrating Novavax's massive<a href="https://www.benzinga.com/pressreleases/25/05/n45282885/novavax-reports-first-quarter-2025-financial-results-and-operational-highlights"> first-quarter earnings</a> beat that was released before Thursday's opening bell. The company reported earnings of $2.93 per share which beat the Street estimate of 71 cents by a whopping 312%. Novavax also reported nearly double the consensus revenue estimate and issued guidance well-above analysts' estimates.&nbsp;
CVNA: Carvana shares are driving higher on its better-than-expected Q1 earnings, as well as a slew of analysts' price target raises. The company reported<a href="https://www.benzinga.com/news/earnings/25/05/45268560/carvana-q1-earnings-revenue-eps-beat-estimates-as-vehicles-sales-jump-46-company-remains-on-track-for-significant-growth-in-fy25"> first-quarter earnings</a> of $1.51 per share, smashing analyst estimates of 60 cents per share.
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</ul>
Image: Shutterstock

Thursday's Top 5 Trending Stocks: What's Going On With D-Wave, Novavax, Carvana?

An official report on May 7, 2025 reveals Senator Shelley M Capito's recent sale of Target (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TGT#NYSE">TGT</a>) stock, valued between $2,002 and $30,000. The transaction took place on May 7, 2025, as per the May filing.
At this time, Target shares are trading up 1.2% at $96.64.
<h3>Senator's Recent Trading Activity</h3>
In the past three years, Shelley M Capito made 122 stock trades totaling more than $206 thousand. The largest trades involved stocks like Intel and Duke Energy. Their most notable trades made recently include key transactions: 
<ul>
<li>Alphabet (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>): $1,001 - $15,000 Purchase</li>
<li>Target (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TGT#NYSE">TGT</a>): $1,001 - $15,000 Sale</li>
<li>Nike (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NKE#NYSE">NKE</a>): $1,001 - $15,000 Sale</li>
</ul>
Here's a summary of Shelley M Capito's recent trades:
<table>
<thead>
<tr>
<th>Company</th>
<th>Ticker</th>
<th>Stock Type</th>
<th>Amount</th>
<th>Transaction Type</th>
<th>Transaction Date</th>
</tr>
</thead>
<tbody>
<tr>
<td>Alphabet</td>
<td>GOOGL</td>
<td>STOCK</td>
<td>$1,001 - $15,000</td>
<td>P</td>
<td>2025-04-29</td>
</tr>
<tr>
<td>Target</td>
<td>TGT</td>
<td>STOCK</td>
<td>$1,001 - $15,000</td>
<td>S</td>
<td>2025-04-11</td>
</tr>
<tr>
<td>Nike</td>
<td>NKE</td>
<td>STOCK</td>
<td>$1,001 - $15,000</td>
<td>S</td>
<td>2025-04-10</td>
</tr>
<tr>
<td>Meta Platforms</td>
<td>META</td>
<td>STOCK</td>
<td>$1,001 - $15,000</td>
<td>P</td>
<td>2025-03-26</td>
</tr>
<tr>
<td>Constellation Energy</td>
<td>CEG</td>
<td>STOCK</td>
<td>$1,001 - $15,000</td>
<td>P</td>
<td>2025-03-26</td>
</tr>
</tbody>
</table>
Stay informed on Shelley M Capito's trades and other members of Congress with our real-time <a href="https://www.benzinga.com/gov-trades/members/shelley-m-capito">government trades tracking tool</a>!
<h3>The Importance of Congressional Transactions</h3>
A congressional transaction is when any representative or senator either buys or sells an individual stock.
Anyone working in Congress must file a Periodic Transaction Report to inform the public of their recent transaction within 30 days of being notified of the transaction and within 45 days of the transaction date.
In April 2012, Former President Barack Obama signed the STOCK Act into law. The act prohibits members of Congress from using private information given to them by their position for personal gain such as buying or selling a stock. The act also expanded disclosure requirements for members of Congress by requiring them to file a monthly disclosure.
<h3>Why Congressional Transactions Matter</h3>
Congressional transactions shouldn't be the primary reason for an investing decision, but they can be an important factor for an investor to consider.
When a senator or representative makes a new purchase, it could be an indication they expect the stock to rise.
A sale, on the other hand, can be made for a variety of reasons, and may not necessarily mean the seller thinks the stock will go down.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Politics

A Congress Member Sold Up To $30K In Target Stock: Here's What You Need To Know

Alphabet Inc (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>) just clocked one of its worst trading days since 2023, shedding over 7% and nearly <a href="https://www.benzinga.com/quote/GOOGL">$150 billion in market cap</a>.
<h2 class="wp-block-heading">Apple Exec&#8217;s Testimony Sends Google Stock Plummeting</h2>
What caused the market to pull the plug? A courtroom mic-drop from Apple Inc's (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) Eddy Cue, senior VP of Internet software and services.
Cue's testimony at the Google Commercial Search antitrust trial sent shockwaves through the tech world. He revealed that Apple saw its first drop in search volume in two decades this April &#8211; and pointed the finger squarely at AI rivals like ChatGPT and Perplexity.
More alarming, Apple has been chatting with both about becoming potential Safari search partners. That's like inviting your ex's nemesis to the prom.
Read Also: <a href="https://www.benzinga.com/markets/equities/25/05/45277969/ai-is-eating-search-google-rival-perplexity-ceo-arvind-srinivas-says-as-dan-nile-predicts-agents-to-take-future-share-amid-alphabet-apple-stock-fall">&#8216;AI Is Eating Search&#8217; Google Rival Perplexity CEO Arvind Srinivas Says As Dan Niles Predicts &#8216;Agents&#8217; To Take Future Share Amid Alphabet, Apple Stock Fall</a>
<h2 class="wp-block-heading">Google Stock Sell-Off Overdone, Says Analyst</h2>
Investors didn't take it lightly. Google's dominance in search suddenly looked a bit shakier, especially with paid click growth crawling at just 2% in Q1 &#8211; down from mid-single digits last year. But JPMorgan analyst Doug Anmuth thinks the sell-off was a bit much. In his words: "Overdone."
Anmuth emphasized that Google is still the default on Safari and continues to see "overall query growth&#8230;including coming from Apple devices." He also notes that Apple&#8217;s $20 billion revenue share from Google is too big to walk away from.
While <a href="https://www.benzinga.com/quote/GOOGL/analyst-ratings">bears highlight a</a> slowing growth story, bulls point to Google&#8217;s fundamentals. YouTube&#8216;s ad revenue climbed 14% in the fourth quarter of 2024 and Google Services&#8217; operating margin jumped to a strong 39%. Not to mention, AI Overviews now reaches 1.5 billion users monthly—a stat worth bragging about as the I/O event looms on May 20.
With Google stock trading at just 16.1x forward earnings, according to data from <a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0508">Benzinga Pro</a> &#8211; 42% below the S&amp;P 500's <a href="https://worldperatio.com/index/sp-500/">27.65x</a> &#8211; and Wall Street&#8217;s top analysts pegging a 44.6% upside, there's a case to be made that this panic is more courtroom drama than structural decline.
Read Next: 
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<li><a href="https://www.benzinga.com/25/05/45282981/top-3-health-care-stocks-that-could-sink-your-portfolio-in-q2">Top 3 Health Care Stocks That Could Sink Your Portfolio In Q2</a></li>
</ul>
Google: Shutterstock

Google At Staggering 42% Discount To S&P 500 After $150 Billion Value Dive

<ul>
<li>NVDA</li>
<li>GOOGL</li>
<li>GLD</li>
<li>GOOG</li>
<li>TSLA</li>
<li>AAPL</li>
<li>BULL</li>
<li>MSTR</li>
<li>CORN</li>
<li>HIMS</li>
</ul>
Data from <a href="https://swaggystocks.com/dashboard/wallstreetbets/ticker-sentiment">https://swaggystocks.com/dashboard/wallstreetbets/ticker-sentiment</a>
&nbsp;

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