Gaotu Techedu (NYSE:GOTU) Bolsa

Gaotu Techedu

Gaotu Techedu Inc is a technology-driven education company that provides online live courses in a large-class setting backed by its proprietary technology infrastructure. The company offers courses in large-class format, which amplifies the benefits of online education and allows it to rapidly expand its student base. It operates solely in the PRC and all assets are located in the PRC. The learning services that the company offers include Traditional Learning Services, Non-Academic Tutoring Services, and College Student and Adult Education Services. It derives maximum revenue from Learning Services and also from Educational content & digitalized learning products.

GSX Techedu

Gaotu Techedu Inc. American Depositary Shares

Gaotu Techedu Inc

Confluent Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CFLT#NASDAQ">CFLT</a>) stock value plummeted by 27.20% in after-hours trading on Thursday.
Check out how <a href="http://v">CLFT stock is trading here</a>.
What Happened: Confluent, a California-based data streaming platform, has announced a $200 million investment aimed at expanding its global partner ecosystem. This investment is expected to enable partners to tap into the burgeoning $100 billion market opportunity driven by the increasing demand for data streaming platforms.
See Also: <a href="https://benzinga.com/analyst-stock-ratings/price-target/25/07/46725934/robinhood-likely-to-report-higher-q2-earnings-these-most-accurate-analysts-rev">Robinhood Likely To Report Higher Q2 Earnings; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call</a>
Kamal Brar, Senior Vice President, Worldwide Independent Software Vendor (ISV) and Asia-Pacific (APAC) at Confluent, said, "The opportunity ahead is massive, and we believe it will be defined by those who can move and build together.&#8221;
According to <a href="https://www.benzinga.com/quote/CFLT">Benzinga Pro</a> data, CFLT stock continued to drop to $19.22 during the after-hours trading session on Wednesday, following a 2.11% decline to close at $26.40 during the regular session.
Why It Matters: The drop in Confluent&#8217;s stock value comes on the heels of a significant investment announcement and second-quarter financial report. While Confluent posted strong growth in subscription revenue of $271 million, a 21% increase from last year and cloud revenue of $151 million, up 28%, and continued to improve margins and cash flow, the steep decline in stock price suggests investors&#8217; concern regarding modest third-quarter outlook — which guided subscription revenue of $281–$282 million and earnings per share of $0.09–$0.10.
Despite the drop in stock value, Confluent&#8217;s CEO and Co-Founder, Ethan Chan, emphasized the importance of the company&#8217;s technology and expertise in providing a high-performance data backbone for its partners.&nbsp;
Confluent&#8217;s stock value change also coincided with a series of fluctuations in the IT sector, with several IT stocks experiencing significant shifts in the after-hours trading on the same day.
Benzinga's Edge Stock Rankings indicate Confluent stock has a positive trend across all time frames.&nbsp; Here is <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-3/#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">how the stock fares</a> on other parameters.
<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="457" height="109" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/31020337/Screenshot-2025-07-31-113325.png" alt="" class="wp-image-1008344" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/31020337/Screenshot-2025-07-31-113325.png 457w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/31020337/Screenshot-2025-07-31-113325-300x72.png 300w" sizes="(max-width: 457px) 100vw, 457px" /></a></figure>
<ul class="wp-block-list">
<li>Read Next: <a href="https://benzinga.com/markets/macro-economic-events/25/07/46744534/trump-pleased-with-450b-south-korea-tariff-deal-seoul-to-accept-us-cars-agriculture-economist-warns-americans-pay-the-15-tariff">Trump &#8216;Pleased&#8217; With $450B South Korea Tariff Deal, Seoul To Accept US Cars, Agriculture: Economist Warns Americans &#8216;Pay&#8217; The 15% Tariff&nbsp;</a></li>
</ul>
Photo Courtesy: T. Schneider on Shutterstock.com
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Equities

Markets

CFLT

Confluent Stock Drops 27% in After-Hours Trading: Here's Why

CVS Health Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVS#NYSE">CVS</a>) will release earnings results for the second quarter before the <a href="https://www.benzinga.com/quote/CVS/earnings">opening bell on Thursday, July 31.</a>
Analysts expect the Woonsocket, Rhode Island-based company to report quarterly earnings at $1.46 per share, down from $1.83 per share in the year-ago period. CVS Health is projected to report quarterly revenue of $94.59 billion, compared to $91.23 billion a year earlier, according to data from <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a>.
On July 23, CVS Health announced the opening of its new Workforce Innovation and Talent Center (WITC) in Columbus.
CVS Health shares gained 3.8% to close at $62.30 on Wednesday.
Benzinga readers can access the latest analyst ratings on the <a href="https://www.benzinga.com/analyst-ratings/analyst-color/22/09/28888638/exclusive-study-finds-benzinga-analyst-ratings-data-yields-market-beating-strategie">Analyst Stock Ratings</a> page. Readers can sort by stock ticker, company name, analyst firm, rating change or other variables.
Let's have a look at how Benzinga's most-accurate <a href="https://www.benzinga.com/quote/cvs/analyst-ratings">analysts have rated the company</a> in the recent period.
<ul class="wp-block-list">
<li>UBS analyst Kevin Caliendo maintained a Neutral rating and cut the price target from $71 to $67 on July 22, 2025. This analyst has an accuracy rate of 70%.</li>
<li>Jefferies analyst Brian Tanquilut maintained a Buy rating and raised the price target from $74 to $80 on June 30, 2025. This analyst has an accuracy rate of 64%.</li>
<li>Mizuho analyst Ann Hynes maintained an Outperform rating and increased the price target from $70 to $76 on April 9, 2025. This analyst has an accuracy rate of 85%.</li>
<li>Leerink Partners analyst Michael Cherny upgraded the stock from Market Perform to Outperform and raised the price target from $55 to $75 on Feb. 13, 2025. This analyst has an accuracy rate of 79%.</li>
</ul>
Considering buying CVS stock? Here&#8217;s what analysts think:
<figure class="wp-block-image size-large is-resized"><a href="https://www.benzinga.com/quote/cvs/analyst-ratings"><img loading="lazy" decoding="async" width="1024" height="600" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/31033317/image-498-1024x600.png" alt="" class="wp-image-1008523" style="width:626px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/31033317/image-498-1024x600.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/31033317/image-498-300x176.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/31033317/image-498-768x450.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/31033317/image-498.png 1096w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
Read This Next: 
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<li><a href="https://www.benzinga.com/trading-ideas/dividends/25/07/46733987/wall-streets-most-accurate-analysts-give-their-take-on-3-energy-delivering-high-dividend-yields-2">Wall Street&#8217;s Most Accurate Analysts Give Their Take On 3 Energy Delivering High-Dividend Yields</a></li>
</ul>
Photo via Shutterstock

Earnings

News

Price Target

Pre-Market Outlook

Analyst Ratings

Trading Ideas

Top Wall Street Forecasters Revamp CVS Health Expectations Ahead Of Q2 Earnings

BBVA (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BBVA#NYSE">BBVA</a>) reported quarterly earnings of $0.52 per share which beat the analyst consensus estimate of $0.41 by 26.52 percent. This is a 1.96 percent increase over earnings of $0.51 per share from the same period last year. The company reported quarterly sales of $9.875 billion which beat the analyst consensus estimate of $8.810 billion by 12.09 percent. This is a 0.59 percent decrease over sales of $9.934 billion the same period last year.

Earnings Beats

BBVA

BBVA Q2 Adj. EPS $0.52 Beats $0.41 Estimate, Sales $9.875B Beat $8.810B Estimate

PRME

Reported Earlier, Prime Medicine Prices Public Offering Of 38M Shares aAt $3.30 Each, Expects Gross Proceeds Of $125.4M

Former Vice President Kamala Harris said Wednesday she will not run for governor of California, ending months of speculation over whether she would enter the 2026 race.
What Happened: "In recent months, I have given serious thought to asking the people of California for the privilege to serve as their Governor," Harris said in a statement first <a href="https://www.politico.com/news/2025/07/30/kamala-harris-wont-run-for-california-governor-00484884">reported</a> by Politico. "I love this state, its people, and its promise. It is my home. But after deep reflection, I've decided that I will not run for Governor in this election."
"For now, my leadership — and public service — will not be in elected office. I look forward to getting back out and listening to the American people, helping elect Democrats across the nation who will fight fearlessly, and sharing more details in the months ahead about my own plans," Harris added.
Two people close to Harris <a href="https://www.nbcnews.com/politics/2026-election/kamala-harris-decides-not-run-governor-california-rcna222048">told</a> NBC News the decision preserves her ability to launch a 2028 White House run, should she choose to take that route. While a governor's race would not have barred a presidential bid, advisers weighed the time and political constraints of a statewide campaign.
Harris held statewide office in California for 10 years. First as attorney general and then as a U.S. senator, before she resigned to become vice president. She <a href="https://www.benzinga.com/news/24/07/39874088/biden-backs-harris-for-democratic-nominee-after-bowing-out-of-2024-race-i-want-to-offer-my-full-supp">replaced Joe Biden</a> as the Democratic presidential nominee last year after he withdrew.
See Also: <a href="https://www.benzinga.com/markets/tech/25/07/46746335/satya-nadella-says-he-used-to-gaze-over-the-lake-and-wish-netflix-would-use-azure-but-is-happy-the-tide-has-turned-with-openai">Satya Nadella Says He Used To Gaze Over The Lake And Wish Netflix Would Use Azure, But Is Happy The Tide Has Turned With OpenAI</a>
Why It Matters: Her exit leaves a crowded Democratic field to succeed term-limited Gov. Gavin Newsom, with contenders such as Lt. Gov. Eleni Kounalakis, former Health Secretary Xavier Becerra and ex-Rep. Katie Porter, reports Politico. Republicans lack a marquee challenger.
Harris has mostly stayed on the sidelines while other Democratic leaders confronted the Trump administration, though she has periodically issued statements and sent Democratic National Committee fundraising emails. According to The Guardian, she <a href="https://www.theguardian.com/us-news/2025/apr/30/kamala-harris-speech-trump">waited</a> until late April to deliver her first major post-election speech, where she condemned Trump's "unconstitutional demands" and a climate of fear aimed at silencing critics.
President Donald Trump, earlier this week, <a href="https://www.benzinga.com/news/politics/25/07/46650485/trump-calls-for-legal-action-against-kamala-harris-beyonce-oprah-over-alleged-campaign-finance-violations-they-should-all-be-prosecuted">demanded legal action</a> against Kamala Harris, Beyoncé, Oprah Winfrey, and Al Sharpton, alleging campaign-finance violations and claiming they unlawfully received funds from the Harris campaign. He made the accusations in a Truth Social post, asserting that Democrats owe significant money after the presidential election and that Beyoncé, Winfrey, and Sharpton were paid large sums for endorsements.
Read Next: <a href="https://www.benzinga.com/markets/macro-economic-events/25/07/46746117/fed-holds-rates-amid-trumps-demands-for-a-cut-powell-more-hawkish-than-anyone-expected-say-economists-historic-dissent-noted">Fed Holds Rates Amid Trump&#8217;s Demands For A Cut: Powell &#8216;More Hawkish Than Anyone Expected,&#8217; Say Economists — Historic&#8217; Dissent Noted</a>

Politics

Kamala Harris Says She Loves California, But She Isn't Going To Run As Governor: 'After A Deep Reflection…'

Prominent short seller Jim Chanos raised concerns on Wednesday about Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) potentially overstating profits through extended depreciation schedules on rapidly obsoleting artificial intelligence infrastructure.
<h2 class="wp-block-heading">Short Seller Questions Meta&#8217;s Accounting Methods</h2>
"If the true economic life on its GPUs is actually 2–3 years, most of its profits are materially overstated," Chanos wrote on X, noting that Meta's depreciable capital base stood at $210 billion as of June 30 with a reported useful life of 11 to 12 years.
<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">It looks like $META's depreciable life on its capital base ($210B at 6/30/25) was 11-12 years, as of the 2Q. If the true economic life on its GPU's is actually 2-3 years, most of its "profits" are materially overstated. <a href="https://t.co/pqhqxjI7Un">pic.twitter.com/pqhqxjI7Un</a>
&mdash; James Chanos (@RealJimChanos) <a href="https://twitter.com/RealJimChanos/status/1950690540095418561?ref_src=twsrc%5Etfw">July 30, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
<h2 class="wp-block-heading">Meta&#8217;s Massive AI Investment Scale</h2>
Meta reported <a href="https://www.benzinga.com/markets/tech/25/07/46745285/meta-cfo-susan-li-says-company-may-tap-external-financing-for-2026-ai-infrastructure-as-capex-heads-toward-100-billion">strong second-quarter of 2025 results</a> with $47.52 billion in revenue, beating analyst estimates of $44.58 billion. The company posted $7.14 earnings per share versus $5.79 expected.
However, capital expenditures reached $17.01 billion in the second quarter, with full-year guidance of $66-72 billion. CFO Susan Li indicated 2026 could see nearly $100 billion in capex as Meta <a href="https://www.benzinga.com/markets/tech/25/07/46745285/meta-cfo-susan-li-says-company-may-tap-external-financing-for-2026-ai-infrastructure-as-capex-heads-toward-100-billion">accelerates AI infrastructure spending</a>.
See Also: <a href="https://www.benzinga.com/markets/tech/25/07/46746335/satya-nadella-says-he-used-to-gaze-over-the-lake-and-wish-netflix-would-use-azure-but-is-happy-the-tide-has-turned-with-openai">Satya Nadella Says He Used To Gaze Over The Lake And Wish Netflix Would Use Azure, But Is Happy The Tide Has Turned With OpenAI</a>
<h2 class="wp-block-heading">Industry-Wide Depreciation Concerns</h2>
The depreciation debate extends beyond Meta. Amazon.com Inc.&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) Amazon Web Services already reduced server equipment useful life, cutting operating income by <a href="https://www.benzinga.com/tech/25/03/44450770/nvidia-ceo-jensen-huangs-joke-sparks-concerns-over-rapid-depreciation-of-ai-chips">approximately $700 million this year</a>.
Barclays analyst Ross Sandler projects similar changes could reduce <a href="https://www.benzinga.com/tech/25/03/44450770/nvidia-ceo-jensen-huangs-joke-sparks-concerns-over-rapid-depreciation-of-ai-chips">Meta&#8217;s operating income</a> by $5 billion and Alphabet Inc.&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) by $3.5 billion.
<h2 class="wp-block-heading">Financial Performance Amid Questions</h2>
Despite accounting concerns, Meta shares surged 11.49% in after-hours trading to $775.10 following earnings. The company maintains a 43% operating margin and generated $8.55 billion in free cash flow.
Goldman Sachs projects global data center <a href="https://www.benzinga.com/markets/tech/25/07/46471676/meta-palantir-amazon-ai-datacenter-growth">demand will grow 50% by 2027</a>, driven largely by AI workloads expected to account for 28% of usage.
Read Next: 
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<li><a href="https://www.benzinga.com/markets/equities/25/07/46745342/samsungs-chip-profits-crash-94-ai-demand-tesla-deal-hbm3e-ramp-offer-hope-for-2h-comeback-as-trump-hits-south-korea-with-15-tariff">Samsung&#8217;s Chip Profits Crash 94% — AI Demand, Tesla Deal, HBM3E Ramp Offer Hope For 2H Comeback As Trump Hits South Korea With 15% Tariff</a></li>
</ul>
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: Shutterstock

Short Sellers

Tech

AMZN

GOOG

GOOGL

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

Euronet Worldwide (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EEFT#NASDAQ">EEFT</a>) reported quarterly earnings of $2.56 per share which missed the analyst consensus estimate of $2.58 by 0.78 percent. This is a 13.78 percent increase over earnings of $2.25 per share from the same period last year. The company reported quarterly sales of $1.07 billion which missed the analyst consensus estimate of $1.08 billion by 0.41 percent. This is a 8.90 percent increase over sales of $986.20 million the same period last year.

Earnings Misses

EEFT

Euronet Worldwide Q2 Adj. EPS $2.56 Misses $2.58 Estimate, Sales $1.07B Miss $1.08B Estimate

BIIB

ESAIY

Reported Earlier, Eisai And Biogen Highlight Four-Year Clinical Benefit Of Lecanemab In Slowing Decline In Early Alzheimer's Patients Compared To ADNI and BioFINDER Cohorts

Mastercard Incorporated (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MA#NYSE">MA</a>) will release earnings results for the second quarter before the <a href="https://www.benzinga.com/quote/MA/earnings">opening bell on Thursday, July 31.</a>
Analysts expect the Purchase, New York-based company to report quarterly earnings at $4.02 per share, up from $3.59 per share in the year-ago period. Mastercard is projected to report quarterly revenue of $7.98 billion, compared to $6.96 billion a year earlier, according to data from <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a>.
Mastercard on July 16 announced it is launching a new set of benefits called The Mastercard Collection to meet a major shift in how people, especially Americans, want to spend their time and money.
Mastercard shares fell 0.8% to close at $559.11 on Wednesday.
Benzinga readers can access the latest analyst ratings on the <a href="https://www.benzinga.com/analyst-ratings/analyst-color/22/09/28888638/exclusive-study-finds-benzinga-analyst-ratings-data-yields-market-beating-strategie">Analyst Stock Ratings</a> page. Readers can sort by stock ticker, company name, analyst firm, rating change or other variables.
Let's have a look at how Benzinga's most-accurate <a href="https://www.benzinga.com/quote/MA/analyst-ratings">analysts have rated the company</a> in the recent period.
<ul class="wp-block-list">
<li>Deutsche Bank analyst Bryan Keane reinstated a Buy rating with a price target of $650 on July 17, 2025. This analyst has an accuracy rate of 72%.</li>
<li>UBS analyst Timothy Chiodo maintained a Buy rating and raised the price target from $660 to $670 on June 3, 2025. This analyst has an accuracy rate of 60%.</li>
<li>Jefferies analyst Trevor Williams maintained a Buy rating and increased the price target from $630 to $655 on May 27, 2025. This analyst has an accuracy rate of 67%.</li>
<li>Keybanc analyst Jeffrey Hammond maintained an Overweight rating and raised the price target from $630 to $635 on May 2, 2025. This analyst has an accuracy rate of 75%.</li>
<li>Macquarie analyst Paul Golding maintained an Outperform rating and cut the price target from $645 to $610 on May 2, 2025. This analyst has an accuracy rate of 71%</li>
</ul>
Considering buying MA stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="571" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/31031855/image-497-1024x571.png" alt="" class="wp-image-1008490" style="width:651px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/31031855/image-497-1024x571.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/31031855/image-497-300x167.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/31031855/image-497-768x428.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/31031855/image-497.png 1107w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
Read This Next: 
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<li><a href="https://www.benzinga.com/trading-ideas/dividends/25/07/46733987/wall-streets-most-accurate-analysts-give-their-take-on-3-energy-delivering-high-dividend-yields-2">Wall Street&#8217;s Most Accurate Analysts Give Their Take On 3 Energy Delivering High-Dividend Yields</a></li>
</ul>
Photo via Shutterstock

Mastercard Gears Up For Q2 Print; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts

MATH

Reported Earlier, Metalpha Reports 266% Surge In FY2025 Wealth Management Income To $44.6M And Turns First Annual Profit Of $15.9M

Used car retailer, Carvana Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVNA#NYSE">CVNA</a>), reported a strong second-quarter performance, fueled partly by the chaos and uncertainties surrounding President Donald Trump&#8217;s trade and tariff policies during the quarter.
Check out the current price of&nbsp;<a href="https://www.benzinga.com/quote/CVNA" target="_blank" rel="noreferrer noopener">CVNA stock here.</a>
What Happened: During its <a href="https://www.benzinga.com/markets/earnings/25/07/46739500/carvana-q2-earnings-revenue-eps-beat-estimates-as-vehicle-sales-jump-41-company-sees-enormous-opportunity-ahead">second-quarter earnings</a> call on Wednesday, the company revealed that tariff-related pricing dynamics in April contributed to an estimated $100 per unit uplift in retail gross profit.
&#8220;We really linked [it] to the announcements of auto tariffs in late March that drove stronger demand and higher margins,&#8221; CFO Mark Jenkins said during the call. 
See Also: <a href="https://www.benzinga.com/insights/options/25/07/46660447/decoding-carvanas-options-activity-whats-the-big-picture">Decoding Carvana&#8217;s Options Activity: What&#8217;s the Big Picture?</a>
The company&#8217;s CEO, Ernie Garcia, acknowledged the temporary nature of the benefit, saying that, &#8220;There was a little bit of kind of pull forward and then maybe a little slowness immediately thereafter, but I think for the most part it was relatively flat.&#8221;
According to Garcia, Carvana sold 143,280 retail units in the second quarter, up 41% year-over-year. In contrast, he says, &#8220;based on our best available data, the market grew by less than 5% in units in the quarter.&#8221; He added that the company &#8220;grew inventory available for our customers by 50%,&#8221; while the broader industry faces stagnation.
&#8220;We were once again the fastest growing and most profitable automotive retailer, again by significant margins,&#8221; he said, while also highlighting the role of strong execution as the key driver of this performance, besides the temporary macro-driven uplift. 
Why It Matters: Carvana's stock has staged one of the most dramatic reversals in recent market history. After peaking at over $360 in 2021, shares collapsed to just $3.72 in late 2022 amid fears of bankruptcy and a cratering used-car market. Over the past year, however, it has once again soared by 8,867%, and currently trades at $333.59 per share. 
As the stock continues to test new highs, Garcia, the company&#8217;s CEO, <a href="https://www.benzinga.com/markets/tech/25/07/46716157/ernest-garcia-ii-sells-33-5-million-worth-of-carvana-stock-amid-165-rally">sold shares worth</a> $33.5 million this week, while continuing to remain a major shareholder with a 10% ownership in the company.
The stock is back in the spotlight, with retail investors <a href="https://www.benzinga.com/markets/equities/25/07/46679779/opendoor-skyrockets-314-in-a-month-amid-meme-stock-mania-hedge-fund-manager-who-reaped-windfall-gains-says-im-not-here-to-pump-up-a-stock">drawing parallels to it</a> with Opendoor Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/OPEN#NASDAQ">OPEN</a>), another beaten-down stock that is being touted as a potential &#8220;100-bagger,&#8221; or a stock that could 100x in value from its current levels. 
The company released its <a href="https://www.benzinga.com/markets/earnings/25/07/46739500/carvana-q2-earnings-revenue-eps-beat-estimates-as-vehicle-sales-jump-41-company-sees-enormous-opportunity-ahead">second-quarter results</a> on Wednesday, reporting $4.84 billion in revenue, up 42% year-over-year, and beating consensus estimates of $4.53 billion. It posted a profit of $1.28 per share, again ahead of Street estimates at $0.97 per share.
Price Action: Carvana&#8217;s shares were down 0.86% on Wednesday, trading at $333.59, but are up 15.70% after hours, following the company&#8217;s earnings announcement.
<figure class="wp-block-image size-large"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img loading="lazy" decoding="async" width="1024" height="148" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/31024910/Screenshot-2025-07-31-at-12.19.00-PM-1024x148.png" alt="" class="wp-image-1008437" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/31024910/Screenshot-2025-07-31-at-12.19.00-PM-1024x148.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/31024910/Screenshot-2025-07-31-at-12.19.00-PM-300x43.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/31024910/Screenshot-2025-07-31-at-12.19.00-PM-768x111.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/31024910/Screenshot-2025-07-31-at-12.19.00-PM.png 1526w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
Carvana continues to see strong Momentum and Growth, according to Benzinga&#8217;s Edge Stock Rankings, with a favorable price trend in the short, medium and long terms. Click <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">here</a> for deeper insights into the stock, its peers and competitors. 
Photo Courtesy: Around the World Photos on Shutterstock.com
Read More:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/trading-ideas/movers/25/07/46671870/with-q2-earnings-on-deck-carvanas-growth-story-is-under-the-microscope">With Q2 Earnings On Deck, Carvana&#8217;s Growth Story Is Under The Microscope</a></li>
</ul>

Large Cap

Insider Trades

CVNA

OPEN

Carvana Cashed In On Trump's Tariffs: Saw $100 Per Car Uplift From 'Tariff-Related' Tailwinds In Q2 Despite Industry-Wide Struggle

<ul>
<li>Ericsson to supply network equipment for SoftBank's low, mid, and high bands</li>
<li>Ericsson will contribute to&nbsp;SoftBank's 4G and 5G networks enhancement and expand further expansion of 5G Standalone coverage</li>
</ul>
 &nbsp;

ERIC

SFTBY

Ericsson Strengthens Strategic Collaboration With SoftBank To Support 5G Standalone Rollout, Operational Efficiency, And Digital Leadership

The CNN Money Fear and Greed index showed some decline in the overall market sentiment, while the index remained in the &#8220;Greed&#8221; zone on Wednesday.
U.S. stocks settled lower on Wednesday, with the Dow Jones index falling more than 150 points during the session after Federal Reserve Chair Jerome Powell said "no decision" has been made on a September rate cut.
On Wednesday, the Federal Reserve held interest rates steady at 4.25%-4.50% as expected, yet two members broke ranks to support a rate cut, marking the most divided Fed meeting in over three decades.
Wingstop Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WING#NASDAQ">WING</a>) shares jumped around 27% on Wednesday after the company reported better-than-expected second-quarter EPS and sales. Avis Budget Group, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CAR#NASDAQ">CAR</a>) fell 15% following worse-than-expected quarterly EPS and sales.
On the economic data front, U.S. pending home sales declined by 0.8% from the previous month in May, following a 1.8% gain in April. The U.S. economy expanded at an annualized rate of 3% in the second quarter following a 0.5% contraction in the previous quarter. Private businesses in the U.S. added 104,000 jobs in July, compared to market estimates of a 75,000 increase.
Most sectors on the S&amp;P 500 closed on a negative note, with materials, real estate and energy stocks recording the biggest losses on Wednesday. However, information technology and utilities stocks bucked the overall market trend, closing the session higher.
The Dow Jones closed lower by 172 points to 44,461.28 on Wednesday. The S&amp;P 500 fell 0.12% to 6,362.90, while the Nasdaq Composite gained 0.15% to 21,129.67 during Wednesday's session.
Investors are awaiting earnings results from Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) and Bristol-Myers Squibb Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BMY#NYSE">BMY</a>) today.
What is CNN Business Fear &amp; Greed Index?
At a current reading of 66.7, the index remained in the &#8220;Greed&#8221; zone on Wednesday, versus a prior reading of 68.1.
The Fear &amp; Greed Index is a measure of the current market sentiment. It is based on the premise that higher fear exerts pressure on stock prices, while higher greed has the opposite effect. The index is calculated based on seven equal-weighted indicators. The index ranges from 0 to 100, where 0 represents maximum fear and 100 signals maximum greediness.
Read Next: 
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<li><a href="https://www.benzinga.com/trading-ideas/dividends/25/07/46733987/wall-streets-most-accurate-analysts-give-their-take-on-3-energy-delivering-high-dividend-yields-2">Wall Street&#8217;s Most Accurate Analysts Give Their Take On 3 Energy Delivering High-Dividend Yields</a></li>
</ul>
Photo courtesy: Shutterstock

AAPL

WING

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

U.S. President Donald Trump has criticized Canada&#8217;s decision to back statehood for Palestine, warning that this move could jeopardize trade negotiations between the two countries.
What Happened: The U.S. President expressed his disapproval of Canada&#8217;s recent announcement regarding the recognition of a Palestinian state. Trump took to Truth Social to voice his concerns, stating, &#8220;Wow! Canada has just announced that it is backing statehood for Palestine. That will make it very hard for us to make a Trade Deal with them. Oh&#8217; Canada!!&#8221; 
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="612" height="188" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/31024956/image-496.png" alt="" class="wp-image-1008438" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/31024956/image-496.png 612w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/31024956/image-496-300x92.png 300w" sizes="(max-width: 612px) 100vw, 612px" /></figure>
Canadian Prime Minister Mark Carney announced that Canada plans to recognize a Palestinian state in September, making it the third G7 country, after the UK and France, to declare such intentions in recent days, <a href="https://www.bbc.com/news/articles/ceqyx35d9x2o">reported </a>BBC. 
Carney&#8217;s decision depends on democratic reforms, including the Palestinian Authority conducting elections next year without Hamas participation. Formal recognition of the State of Palestine is anticipated at the upcoming UN General Assembly. He stated, &#8220;The level of human suffering in Gaza is intolerable and it is rapidly deteriorating.&#8221;
Carney also disclosed that he had spoken with Palestinian Authority President Mahmoud Abbas earlier on Wednesday regarding the announcement.
SEE ALSO: <a href="https://benzinga.com/markets/earnings/25/07/46710924/unitedhealth-hit-by-6-5-billion-medical-cost-blowout-launches-ai-led-overhaul-drops-600k-members" target="_blank" rel="noreferrer noopener">UnitedHealth Hit By $6.5 Billion Medical Cost Blowout: Launches AI-Led Overhaul, Drops 600K Members To Regain Margins — &#8216;These Are Serious Challenges&#8217;</a>
Why It Matters: This move comes at a time when U.S.-Canada trade relations are already strained. Earlier this month, President Trump indicated that the U.S. might abandon <a href="https://www.benzinga.com/news/politics/25/07/46647776/us-may-ditch-trade-negotiations-with-canada-trump-says-havent-really-had-a-lot-of-luck">trade negotiations</a> with Canada, hinting that tariffs might be the outcome.
Canada had responded to Trump&#8217;s 50% steel tariffs with a $1 billion <a href="https://www.benzinga.com/markets/commodities/25/07/46469746/canada-hits-back-at-trumps-50-steel-tariffs-with-1-billion-rescue-new-quota-system">rescue plan </a>and a new quota system, as reported. The U.S. Commerce Secretary Howard Lutnick warned that August 1 would be the "hard deadline" for countries that haven't yet signed a trade deal with the U.S. to start <a href="https://www.benzinga.com/news/politics/25/07/46716020/trump-is-yet-to-sign-a-trade-deal-with-over-85-of-humanity-here-are-the-major-countries-that-are-ye">paying the tariffs</a>.
Meanwhile, Trump during his Scotland visit admitted to &#8220;real starvation&#8221; in Gaza and urged Israel to allow in &#8220;every ounce of food.&#8221; The U.S. President faces mounting pressure to act as the humanitarian crisis worsens in Gaza, where dozens have died of hunger amid an Israeli blockade that has severely restricted aid, according to the UN and other groups, reported BBC. 
READ MORE: 
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<li><a href="https://benzinga.com/markets/macro-economic-events/25/07/46745168/trump-leaves-good-friend-india-in-the-cold-strikes-trade-deal-with-arch-rival-pakis" target="_blank" rel="noreferrer noopener">Trump Leaves &#8216;Good Friend&#8217; India In The Cold, Strikes Trade Deal With Arch Rival Pakistan Over &#8216;Massive Oil Reserves&#8217;</a></li>
</ul>
Image via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Trump Blasts Canada Over Palestine Stance, Says It Makes Striking A Trade Deal With Ottawa 'Very Hard'

ASE Tech Holding Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ASX#NYSE">ASX</a>) reported quarterly earnings of $0.11 per share which missed the analyst consensus estimate of $0.14 by 22.14 percent. This is unchanged from the same period last year. The company reported quarterly sales of $4.89 billion which missed the analyst consensus estimate of $5.00 billion by 2.20 percent. This is a 12.39 percent increase over sales of $4.35 billion the same period last year.

ASE Tech Holding Co Q2 EPS $0.11 Misses $0.14 Estimate, Sales $4.89B Miss $5.00B Estimate

Macro Economic Events

Econ #s

Economics

France Harmonised Index of Consumer Prices (MoM) Preliminary For July 0.3% Vs. 0.2% Est.; 0.4% Prior

France Consumer Price Index (MoM) Preliminary For July 0.2% Vs. 0.3% Est.; 0.4% Prior

Former Palantir Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NYSE">PLTR</a>) executive Ka Ling Wu revealed how a 24-hour supply chain demonstration during the early COVID-19 pandemic led to a transformative partnership with Tyson Foods Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSN#NYSE">TSN</a>).
<h2 class="wp-block-heading">March 2020 Crisis Response</h2>
Wu, now CEO of Y Combinator-backed Upsolve AI, detailed the urgent request from Palantir&#8217;s Head of Commercial in March 2020. &#8220;Can you build a supply chain demo in 24 hours? The McKinsey CEO wants to see it tomorrow,&#8221; Wu recalled in a LinkedIn <a href="https://www.linkedin.com/posts/wukaling_i-got-a-crazy-request-from-the-head-of-commercial-activity-7356292535801053185-1klT?utm_source=social_share_send&amp;utm_medium=member_desktop_web&amp;rcm=ACoAABrNcZgBQmHrp-Gfd9sPhrmdgRNfYbv-VeU">post</a> on Wednesday.
The timing coincided with COVID-19&#8217;s devastating impact on Italy and global supply chain disruptions. Wu and colleague Serguei Balanovich executed an international all-nighter, working across UK and U.S. time zones to develop the demonstration.
<h2 class="wp-block-heading">Fortune 100 Executive Breakthrough</h2>
The demo&#8217;s success led to presentations with Fortune 100 CEOs facing supply chain collapses. A pivotal moment came during a presentation to Tyson Foods&#8217; Chief Technology Officer, who initially expressed skepticism about the technology&#8217;s capabilities.
&#8220;This is impossible. My IT team has tried for months to read this data,&#8221; the CTO reportedly said. Wu&#8217;s team requested three days to prove otherwise.
See Also: <a href="https://www.benzinga.com/markets/macro-economic-events/25/07/46744534/trump-pleased-with-450b-south-korea-tariff-deal-seoul-to-accept-us-cars-agriculture-economist-warns-americans-pay-the-15-tariff">Trump &#8216;Pleased&#8217; With $450B South Korea Tariff Deal, Seoul To Accept US Cars, Agriculture: Economist Warns Americans &#8216;Pay&#8217; The 15% Tariff</a>
<h2 class="wp-block-heading">Five-Day Supply Chain Mapping Success</h2>
Within five days, Palantir mapped Tyson&#8217;s entire supply chain from raw chicken to processed nuggets, identifying every disruption point. The CTO&#8217;s reaction: &#8220;I didn&#8217;t believe this was possible.&#8221;
This breakthrough project became part of Palantir&#8217;s broader supply chain solutions portfolio, which now includes partnerships with major corporations and has generated significant returns for clients including $200 million in Tyson Foods savings and $40 million in logistics optimization within 120 days.
<h2 class="wp-block-heading">Market Impact and Technology Evolution</h2>
Wu&#8217;s experience contributed to Palantir&#8217;s development of HyperAuto, powered by Software-Defined Data Integration (SDDI), where she led a 10-engineer team from 2020-2022. The technology addresses critical data integration challenges across industries.
Palantir shares have surged 489% over 12 months, reaching recent highs above $160. The company&#8217;s supply chain solutions now serve clients globally.
Read Next: 
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<li><a href="https://www.benzinga.com/markets/equities/25/07/46745342/samsungs-chip-profits-crash-94-ai-demand-tesla-deal-hbm3e-ramp-offer-hope-for-2h-comeback-as-trump-hits-south-korea-with-15-tariff">Samsung&#8217;s Chip Profits Crash 94% — AI Demand, Tesla Deal, HBM3E Ramp Offer Hope For 2H Comeback As Trump Hits South Korea With 15% Tariff</a></li>
</ul>
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: Mamun_Sheikh via Shutterstock

PLTR

Palantir Alum Recalls 2020 All-Nighter That Won Over Tyson Foods After CTO Called Demo 'Impossible' During Pandemic Supply Chain Crisis

On Wednesday, Jim Cramer lauded the leadership of Meta Platforms, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) and Microsoft Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), saying the visionary brilliance of Mark Zuckerberg and Satya Nadella surpasses even the most elite minds he encountered at Goldman Sachs.
<h2 class="wp-block-heading">Cramer Praises Visionary Leadership After Blockbuster Earnings</h2>
Following the release of <a href="https://www.benzinga.com/markets/earnings/25/07/46739277/meta-beats-q2-earnings-estimates-issues-strong-guidance-shares-surge-to-new-highs">second-quarter earnings</a> from Meta and <a href="https://www.benzinga.com/markets/earnings/25/07/46738585/microsoft-q4-earnings-highlights-double-beat-ceo-says-cloud-and-ai-is-the-driving-force">fourth-quarter results</a> from Microsoft, CNBC's Mad Money host took to X, formerly Twitter, to heap praise on the companies' leadership.
"When you read the conference calls tonight from Meta and Microsoft you are blown away by just how smart and quick and prudent and visionary these leaders are," Cramer posted. "We spend so much time bemoaning our leaders, go listen to these people, and you will be very proud."
<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">When you read the conference calls tonight from Meta and Microsoft you are blown away by just how smart and quick and prudent and visionary these leaders are. We spend so much time bemoaning our leaders, go listen to these people, and you will be very proud
&mdash; Jim Cramer (@jimcramer) <a href="https://twitter.com/jimcramer/status/1950712361083363682?ref_src=twsrc%5Etfw">July 31, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
See Also:&nbsp;<a href="https://www.benzinga.com/trading-ideas/movers/25/07/46727737/palo-alto-networks-stock-is-falling-today-whats-going-on" target="_blank" rel="noreferrer noopener">Palo Alto Networks Stock Is Falling Today: What&#8217;s Going On?</a>
<h2 class="wp-block-heading">Zuckerberg And Nadella Smarter Than Goldman Sachs Alums</h2>
Cramer, who began his career at Goldman Sachs more than four decades ago, compared his early impression of Wall Street talent to today's tech executives.
"When I went to work at Goldman Sachs 43 years ago, I thought everyone was so darned smart. They were. But not at the level of a Zuckerberg or a Nadella," he said.
"My head is spinning as I try to take in what they teach. They are extraordinary. Li and Hood are no slouches. So damn proud," he said, referring to Meta CFO Susan Li and Microsoft CFO Amy Hood.
<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">When I went to work at Goldman Sachs 43 years ago i thought everyone was so darned smart. They were. But not at the level of a Zuckerberg or a Nadella. My head is spinning as i try to take in what they teach. They are extraordinary. Li and Hood are no slouches. So damn proud!
&mdash; Jim Cramer (@jimcramer) <a href="https://twitter.com/jimcramer/status/1950712861308719445?ref_src=twsrc%5Etfw">July 31, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
<h2 class="wp-block-heading">Meta, Microsoft Deliver Strong Quarterly Results, Beat Street Estimates</h2>
Meta reported second-quarter revenue of $47.52 billion, <a href="https://www.benzinga.com/quote/META/earnings">beating estimates</a> of $44.58 billion, with earnings of $7.14 per share versus expectations of $5.79.
Microsoft reported fourth-quarter revenue of $76.44 billion, exceeding the $73.80 billion estimate, with EPS of $3.65 compared to $3.37 expected.
<h2 class="wp-block-heading">Wall Street Analysts Signal Upside For Meta, Microsoft</h2>
Meta has an average price target of $759.95, based on evaluations from 43 analysts. The three analyst ratings were issued by Benchmark, Scotiabank and Bernstein, setting an average target of $750, indicating a potential downside of 3.24%.
Microsoft currently holds a consensus price target of $554.61, based on ratings from 31 analysts. The latest analyst updates were provided by Raymond James, Stifel and Wedbush, setting an average price target of $573.33, suggesting a potential upside of 3.17%.
Price Action: Meta shares surged over 11% in after-hours trading on Wednesday, while Microsoft jumped more than 8% during the same period, per <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a>.
Benzinga's Edge Stock Rankings show that META continues to exhibit strong upward momentum across short, medium and long-term periods. More detailed performance data on both Microsoft and Meta is <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound'">available here</a>.
<figure class="wp-block-image size-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/2025/07/31023048/Screenshot-2025-07-31-at-9.00.45%E2%80%AFAM-1.png" alt="" class="wp-image-1008400" /></a></figure>
Read Next:&nbsp;
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/25/05/45396297/cathie-wood-dumps-palantir-as-stock-touches-peak-prices-bails-on-soaring-flying-taxi-maker-archer-aviation" target="_blank" rel="noreferrer noopener">Cathie Wood Dumps Palantir As Stock Touches Peak Prices, Bails On Soaring Flying-Taxi Maker Archer Aviation</a></li>
</ul>
Photo courtesy: katz / Shutterstock.com
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

MSFT

Jim Cramer Says Zuckerberg And Nadella Are Smarter Than His Once Admired Goldman Sachs — 'My Head Is Spinning' After Meta, Microsoft Earnings

Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) has rolled out its Robotaxi operations in the San Francisco Bay Area, a month after officially launching the service in Austin, Texas.
Check out the current price of<a href="https://benzinga.com/quote/tsla"> TSLA stock here</a>.
What Happened: "Tesla's ride-hailing service is officially live in the Bay Area in their Robotaxi app," influencer Sawyer Merritt said in a post on social media platform X on Wednesday.
The company's serviceable area spans the Golden Gate Bridge in the North and extends South of San Jose. "It would take about 1-2 hours (up to 75 miles) depending on traffic to ride from the top to the bottom of the geofence area," Merritt said in the post.
<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">BREAKING: Tesla's ride-hailing service is officially live in the Bay Area in their Robotaxi app! It covers a large area from north of the Golden Gate Bridge all the way south of San Jose. It would take about 1-2 hours (up to 75 miles) depending on traffic to ride from the top to… <a href="https://t.co/FqRr8MpYGf">pic.twitter.com/FqRr8MpYGf</a>
&mdash; Sawyer Merritt (@SawyerMerritt) <a href="https://twitter.com/SawyerMerritt/status/1950759858615034014?ref_src=twsrc%5Etfw">July 31, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
The influencer also shared a photo showcasing the difference in serviceable area between Tesla's Robotaxi and 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>) Waymo.
<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">Comparison of Tesla&#39;s vs Waymo&#39;s geofence map in the San Francisco/Bay Area. Tonight, <a href="https://twitter.com/Tesla?ref_src=twsrc%5Etfw">@Tesla</a> launched their Model Y ride-hailing service in the Bay Area. <a href="https://t.co/MYekX8B9TI">pic.twitter.com/MYekX8B9TI</a>
&mdash; Sawyer Merritt (@SawyerMerritt) <a href="https://twitter.com/SawyerMerritt/status/1950772449202884849?ref_src=twsrc%5Etfw">July 31, 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 CEO Elon Musk had shared the target of serving over <a href="https://www.benzinga.com/markets/tech/25/07/46594297/elon-musk-aims-to-deploy-robotaxis-to-serve-half-the-us-population-by-the-end-of-2025-targets-million-optimus-units-annually-as-fast-as-its-humanly-possible">half the population</a> of the U.S. with Tesla robotaxis by the end of 2025 during the company's earnings call. Musk had earlier shared plans to operate Robotaxis in <a href="https://www.benzinga.com/trading-ideas/movers/25/07/46643657/tesla-shares-rise-nearly-4-on-bay-area-robotaxi-launch-hopes">the Bay Area</a>.
This also coincides with Morgan Stanley's report, which says that the autonomous driving market in the U.S. could be worth over <a href="https://www.benzinga.com/markets/tech/25/07/46680128/self-driving-cars-could-be-200-billion-market-by-2030-says-morgan-stanley">$200 billion by the year 2030</a> and generate up to $400 billion in revenue by 2035.
However, Tesla could face increased scrutiny as President Donald Trump's pick to lead the NHTSA, Jonathan Morrison, has called <a href="https://www.benzinga.com/markets/tech/25/07/46434613/elon-musks-tesla-could-face-stricter-oversight-as-trumps-nhtsa-pick-targets-autonomous-driving-cannot-sit-back">for tougher oversight</a> on autonomous driving in the U.S.
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="210" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/31020642/TSLA-JUL-31-2025-1024x210.jpg" alt="" class="wp-image-1008350" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/31020642/TSLA-JUL-31-2025-1024x210.jpg 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/31020642/TSLA-JUL-31-2025-300x61.jpg 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/31020642/TSLA-JUL-31-2025-768x157.jpg 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/31020642/TSLA-JUL-31-2025-1536x315.jpg 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/31020642/TSLA-JUL-31-2025.jpg 1557w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
Tesla scores well on Momentum and Quality, while offering satisfactory Growth, but poor Value. For more such insights, sign up for<a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"> Benzinga Edge Stock Rankings</a> today!
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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