Alphabet에 대한 매도 수량은 투자자에게 Alphabet의 주식 하락에 베팅하는 정도를 알려줍니다. 매도 수량 데이터는 2주마다 업데이트됩니다.

Alphabet (NASDAQ:GOOGL) 주식, 공매도 수량 보고

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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CRSP

GOOGL

NTLA

ORCL

구글 모기업 알파벳의 자회사인 스타트업 아이소모픽 랩스(Isomorphic Labs)는 올해 연말까지 최초의 인공지능(AI) 설계 의약품의 임상시험을 시작할 예정이다. 주요 기술 기업들이 AI 기반 의료 솔루션에 대한 투자를 늘리면서 제약 개발의 중요한 이정표가 될 것으로 보인다.

알파벳 자회사 아이소모픽 랩스, 올해 말까지 AI가 설계한 신약 임상시험 예정

Politics

AAPL

GOOG

TSLA

도널드 트럼프 대통령이 테슬라(NASDAQ:TSLA) CEO인 일론 머스크 또는 오라클(NYSE:ORCL) 회장인 래리 엘리슨이 틱톡을 인수할 수 있는 가능성에 대해 열려 있다고 밝혔다. 이는 규제 문제로 인해 불확실한 플랫폼의 미래에 대한 중대한 변화다.

트럼프, 일론 머스크의 틱톡 인수 가능성에 열려 있어 &#34;1조 달러 가치&#34;

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Reiteration

Analyst Ratings

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AMZN

니덤의 애널리스트인 로라 마틴(Laura Martin)은 애플(NASDAQ:AAPL)에 대한 매수 투자의견과 목표주가 260달러를 제시했다.

애플: 아이폰 의존도 높지만, 서비스·웨어러블 기기도 성장 가능

Alphabet Inc

Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) is committed to restoring parts of Brazil&#8217;s Amazon and Atlantic forests <a href="https://www.benzinga.com/topic/climate-change" target="_blank" rel="noreferrer noopener">for carbon credits</a>.
The company <a target="_blank" href="https://www.ft.com/content/3ac7e92f-bea5-4460-8791-23a2697d8b80" rel="noreferrer noopener">told</a> the Financial Times it inked a deal to buy 3.5 million credits over two years from Brazil startup Re.green.
The deal could be worth approximately $200 million.
In 2023, Microsoft&#8217;s carbon footprint exceeded 17 million tons of carbon dioxide, a 40% increase from 2020.
Also Read: <a href="https://www.benzinga.com/tech/25/01/43008511/broadcoms-latest-san-switch-offers-scalable-energy-efficient-solution-for-growing-storage-demands" target="_blank" rel="noreferrer noopener">Broadcom&#8217;s Latest SAN Switch Offers Scalable, Energy-Efficient Solution for Growing Storage Demands</a>
Data Center Growth: Big Tech giants, including Microsoft, 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>) Google and Amazon.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), remain invested in their data center endeavors, ramping up energy consumption and putting pressure on emission control promises.
The Trump administration deprioritized curbing climate change and prioritized boosting fossil fuel production in the U.S., citing data center energy challenges.
Goldman Sachs flagged <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/11/41731110/goldman-sachs-sees-early-stages-of-nuclear-renaissance-in-us-analysts-highlight-top" target="_blank" rel="noreferrer noopener">data center energy</a> needs rising 165% by 2030 from 2023, pushing Big Tech, such as Alphabet, Amazon and Microsoft towards nuclear energy solutions.
Carbon Credits and Big Tech: Re.green CEO Thiago Picolo told the Financial Times that U.S.-based tech companies remain the biggest buyers of carbon credits linked to nature restoration projects.
In 2024, Alphabet, Meta Platforms, Microsoft and Salesforce shared plans to buy 20 million tons of these by the decade&#8217;s end.
Bank of America Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAC#NYSE">BAC</a>) invested $205 million&nbsp;in exchange for tax credits from ethanol producer Harvestone Low Carbon Partners&#8217; <a href="https://www.benzinga.com/markets/equities/24/09/40729471/bank-of-america-makes-largest-ever-investments-in-carbon-capture-bets-205m-on-a-cleaner-planet-r" target="_blank" rel="noreferrer noopener">carbon capture project</a> at a North Dakota ethanol plant.
Amazon founder Jeff Bezos has been a <a href="https://www.benzinga.com/markets/equities/24/09/40670507/jeff-bezoss-earth-fund-under-scrutiny-for-potential-influence-on-carbon-credit-market-amid-amazo" target="_blank" rel="noreferrer noopener">significant climate change advocate</a>. In February 2020, he&nbsp;committed $10 billion&nbsp;to the Bezos Earth Fund to support scientists, activists and NGOs in combating climate change.
Additionally,&nbsp;Microsoft co-founder Bill Gates, another major player in climate change initiatives, voiced his desire for Elon Musk&nbsp;to be more vocal about climate change. Gates, along with Bezos and&nbsp;Alibaba Group Holding co-founder Jack Ma have been climate-focused investment advocates through&nbsp;Breakthrough Energy Ventures, which&nbsp;raised $839 million&nbsp;for its third flagship fund.
MSFT Price Action: Microsoft stock is up 3.83% at $444.92 at publication Wednesday.
Also Read:
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<li><a href="https://www.benzinga.com/media/25/01/43004444/intel-plans-to-spin-off-5-billion-venture-capital-segment-will-remain-anchor-investor" target="_blank" rel="noreferrer noopener">Intel Plans To Spin Off $5 Billion Venture Capital Segment, Will Remain Anchor Investor</a></li>
</ul>
Photo: Shutterstock

Government

Regulations

Global

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MSFT

Microsoft Invests In Carbon Credits To Restore Amazon Rainforest, Faces Challenges From Data Center Growth, Trump's Fossil Fuel Focus

Cantor Fitzgerald analyst Deepak Mathivanan maintains Alphabet (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) with a Neutral and lowers the price target from $215 to $210.

Cantor Fitzgerald Maintains Neutral on Alphabet, Lowers Price Target to $210

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>) Google earmarked over $1 billion investment <a target="_blank" href="https://www.benzinga.com/topic/anthropic" rel="noreferrer noopener">into OpenAI rival</a> Anthropic, intensifying its rivalry with Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), Meta Platforms Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) and Amazon.Com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>).
In 2023, Google <a target="_blank" href="https://www.benzinga.com/government/24/10/41528255/googles-2b-investment-in-anthropic-under-scrutiny-uk-opens-competition-inquiry" rel="noreferrer noopener">committed up to $2 billion</a> to the Microsoft-backed OpenAI rival, Financial Times <a target="_blank" href="https://www.ft.com/content/ed631513-dd37-44a3-a536-b2002f5727cc" rel="noreferrer noopener">reports</a>, citing unnamed sources familiar with the matter. The new tranche of money from Google into Anthropic adds to Amazon&#8217;s total investment of $8 billion.
Also Read: <a target="_blank" href="https://www.benzinga.com/analyst-ratings/price-target/25/01/43110913/apples-iphone-dependence-remains-but-services-wearables-offer-growth-potential-analyst" rel="noreferrer noopener">Apple&#8217;s iPhone Dependence Remains, But Services, Wearables Offer Growth Potential: Analyst</a>
Google invented the technology on which Anthropic&#8217;s Claude and OpenAI&#8217;s GPT4 models are built.
Anthropic was also on the verge of securing a further $2 billion from Silicon Valley venture capital investors in a deal likely to triple the start-up&#8217;s valuation to about $60 billion, Financial Times cites unnamed sources familiar with the deal.
Like Meta and Microsoft, OpenAI and Elon Musk&#8217;s xAI raised over $10 billion in 2024.
According to Financial Times, Anthropic&#8217;s revenue hit an annualized $1 billion in December, up roughly 10 times on a year earlier.
<a target="_blank" href="https://www.benzinga.com/media/24/12/42709007/sam-altmans-openai-plans-major-revamp-corporate-structure" rel="noreferrer noopener">Prior reports indicated</a> that OpenAI, worth $157 billion, will be restructuring its non-profit structure into a public benefit corporation in 2025 as developing large-scale language models requires substantial investments.
In related news, on Tuesday, OpenAI, SoftBank (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SFTBF#OTC">SFTBF</a>) (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SFTBY#OTC">SFTBY</a>), and Oracle Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) introduced a <a target="_blank" href="https://www.benzinga.com/25/01/43111153/nvidia-and-ai-stock-rises-as-trump-announces-500-billion-stargate-ai-infrastructure-venture" rel="noreferrer noopener">$500 billion joint venture</a>, Stargate, to build AI infrastructure in the U.S. Stargate&#8217;s debut project will focus on creating a large-scale data center in Texas, with plans to expand to other states.&nbsp;
Also, in January, Microsoft launched its CoreAI division to streamline AI tools and <a target="_blank" href="https://www.benzinga.com/25/01/42980720/microsoft-taps-meta-veteran-to-lead-new-coreai-division-plans-shift-from-openai-dependence" rel="noreferrer noopener">build AI apps</a>. The company committed $80 billion for AI-driven data centers.
Price Action: GOOGL stock is up 0.38% at $200.39 premarket at the last check on Wednesday.
Also Read:
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<li><a href="https://www.benzinga.com/analyst-ratings/price-target/25/01/43110753/aws-robotics-prime-video-ads-fuel-amazon-growth-potential-analysts" target="_blank" rel="noreferrer noopener">AWS, Robotics, Prime Video Ads Fuel Amazon Growth Potential: Analysts</a></li>
</ul>
Photo courtesy: Shutterstock

SFTBF

SFTBY

Anthropic Gains Big With Google Backing, Aims for $60 Billion Valuation and Surging AI Revenue

A Google parent-owned startup is poised to begin clinical trials of its first artificial intelligence-designed drug by year-end, marking a significant milestone in pharmaceutical development as major tech companies increasingly invest in AI-powered healthcare solutions.
What Happened: Isomorphic Labs, an Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) subsidiary, is targeting major disease areas including oncology, cardiovascular conditions, and neurodegeneration, founder Demis Hassabis <a href="https://www.ft.com/content/41b51d07-0754-4ffd-a8f9-737e1b1f0c2e">told</a> Financial Times, speaking at the World Economic Forum in Davos. 
The company has already secured partnerships with Eli Lilly and Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LLY#NYSE">LLY</a>) and Novartis AG (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVS#NYSE">NVS</a>) for six drug development programs.
&#8220;It usually takes an average of five to 10 years to discover one drug. And maybe we could accelerate that 10 times, which would be an incredible revolution in human health,&#8221; said Hassabis, who recently received the Nobel Prize in Chemistry.
See Also: <a href="https://www.benzinga.com/markets/equities/25/01/43119464/netflix-raises-prices-16-peter-schiff-warns-of-escalating-inflation-risks-ahead-of-trump-policies">Netflix Raises Prices 16%, Peter Schiff Warns Of Escalating Inflation Risks Ahead Of Trump Policies</a>
Why It Matters: The announcement comes as Oracle Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) unveiled plans for an AI-driven cancer vaccine system capable of delivering personalized treatments within 48 hours. The initiative is <a href="https://www.benzinga.com/markets/equities/25/01/43118941/oracles-larry-ellison-says-cancer-vaccine-tailored-in-48-hours-could-soon-be-a-reality-as-trump-announces-500-billion-ai-investment">part of a $500 billion AI infrastructure project</a> called Stargate, developed in partnership with OpenAI and SoftBank Group.
Investment in AI-powered drug discovery has gained momentum, with ARK Invest CEO Cathie Wood projecting a $400 billion market opportunity in <a href="https://www.benzinga.com/general/biotech/24/11/42206182/cathie-wood-sees-400b-opportunity-in-biologics-how-have-her-bets-fared">biologics over the next five years</a>. The sector has attracted significant attention from investors, though companies like Crispr Therapeutics AG and Intellia Therapeutics Inc. have shown considerable market volatility.
Isomorphic Labs, spun out from Google DeepMind in 2021, represents a growing trend of tech giants leveraging AI to streamline the traditionally lengthy and expensive drug development process. 
Read Next: 
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<li><a href="https://www.benzinga.com/markets/equities/25/01/43119243/martin-shkreli-calls-ionq-and-rigetti-best-shorts-despite-recent-stock-gains-cites-offline-quantum-systems">Martin Shkreli Calls IonQ And Rigetti &#8216;Best Shorts&#8217; Despite Recent Stock Gains, Cites Offline Quantum Systems</a></li>
</ul>
Image Via Shutterstock 
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Google Parent-Owned Startup To Launch AI-Designed Drug Trials By Year-End, Partnering With Eli Lilly And Novartis To Tackle Major Diseases

President Donald Trump expressed openness to Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) CEO Elon Musk or Oracle Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) Chairman Larry Ellison acquiring TikTok, marking a significant shift in the platform&#8217;s uncertain future amid regulatory challenges.
What Happened: Speaking at a press briefing Tuesday, Trump suggested ByteDance could find &#8220;the ultimate partner&#8221; in either tech executive while proposing an unusual arrangement in which half of TikTok&#8217;s ownership would be transferred to the U.S. government in exchange for operating permits.
"I would be if [Musk] he wanted to buy it, yes," Trump said. "I'd like Larry to buy it, too."
The comments follow Trump&#8217;s Monday executive order <a href="https://www.benzinga.com/general/social-media/25/01/43088960/trump-suspends-us-tiktok-ban-for-75-days-with-executive-order-but-legal-and-market-uncertain">suspending TikTok&#8217;s ban for 75 days</a>, temporarily halting restrictions that took effect after the Supreme Court upheld national security legislation targeting the platform. The law requires ByteDance to divest TikTok&#8217;s U.S. operations to continue operating in the country.
Trump&#8217;s stance on TikTok has evolved considerably since 2020, when he attempted to ban the app through executive action. The shift reportedly came after a February meeting with Jeff Yass, a prominent Republican donor and ByteDance <a href="https://www.benzinga.com/24/12/42654769/tiktok-ban-under-trump-president-elect-wants-to-keep-months-after-pelosi-said-follow-the-money">investor who also holds stakes</a> in Trump&#8217;s Truth Social platform.
Market analysts value TikTok&#8217;s U.S. operations at approximately $50 billion, though Trump claimed the business could be worth up to $1 trillion with proper operating permits. 
See Also: <a href="https://www.benzinga.com/25/01/43111153/nvidia-and-ai-stock-rises-as-trump-announces-500-billion-stargate-ai-infrastructure-venture">Nvidia, AI Stocks Rise As Trump Announces $500 Billion Stargate AI Infrastructure Venture</a>
Why It Matters: The situation has attracted interest from major tech players. Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) <a href="https://www.benzinga.com/25/01/43078310/mark-zuckerbergs-instagram-doubles-down-on-tiktok-rivalry-with-new-edits-app-to-lure-creators-as-the-potential-shutdown-sparks-alternatives">launched its video creation app</a> &#8220;Edits&#8221; amid TikTok&#8217;s uncertainty, while Amazon.com Inc. founder Jeff Bezos&#8216; Perplexity reportedly made a $50 <a href="https://www.benzinga.com/general/social-media/25/01/43078206/jeff-bezos-backed-perplexity-reportedly-makes-50-billion-move-to-merge-with-tiktok-but-elon-musks-x-remains-this-analysts-favorite-bidder">billion merger offer</a>.
Chinese officials have shown potential flexibility regarding a sale. Foreign Ministry spokeswoman Mao Ning stated that companies should decide on business operations and acquisitions based on market principles.
The platform&#8217;s fate remains uncertain as Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) and Alphabet Inc.&#8217;s Google (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>) continue withholding TikTok from their app stores, citing U.S. legal requirements, despite service restoration for existing users.
Read Next: 
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<li><a href="https://www.benzinga.com/25/01/43109461/gold-miners-defense-stocks-shine-while-solar-tanks-following-trumps-day-1-actions">Trump&#8217;s First Day Sends Gold Miners, Defense Stocks Soaring, Solar Sliding</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 Open To Elon Musk Or Larry Ellison Buying TikTok: Calls US Permit Key To $1 Trillion Valuation

A highly publicized ban of TikTok by the U.S. led to other apps getting caught in the crossfire, including a game featuring Marvel superheroes. Here's a look at what happened and what the<a href="https://www.benzinga.com/general/social-media/25/01/43088960/trump-suspends-us-tiktok-ban-for-75-days-with-executive-order-but-legal-and-market-uncertainty-looms-over-platforms-future"> executive order signed</a> by President Donald Trump means for the game's future.
What Happened: The Supreme Court recently <a href="https://www.benzinga.com/general/social-media/25/01/43060894/supreme-court-upholds-tiktok-ban-ahead-of-trumps-inauguration">upheld a ban</a> on TikTok in the U.S., following a congressional ruling that parent company ByteDance would have to divest the U.S. division of the company by Jan. 19.
While TikTok <a href="https://www.benzinga.com/25/01/43076609/tiktok-back-online-in-us-after-trump-vows-monday-executive-order">went dark briefly </a>over the weekend, an executive order signed by Trump provided an additional lifeline for ByteDance for 75 days.
Along with TikTok going dark on app stores from 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 Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) as part of the pending ban, other apps owned by ByteDance companies also disappeared from the stores and for a brief time were unusable.
This includes Marvel Snap, a mobile collectible card <a href="https://www.marvelsnap.com/home">game </a>that features characters from the Marvel Universe. The game was developed by Second Dinner and published by Nuverse, a ByteDance subsidiary, in 2022, as <a href="https://www.usatoday.com/story/tech/news/2025/01/19/tiktok-ban-lemon8-capcut-marvel-snap/77825175007/">reported </a>by USA Today.
The game uses Marvel characters from the comic book company owned by Walt Disney Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>).
A search for Marvel Snap on the Google Play Store Tuesday brought up other Marvel titles with the app still <a href="https://www.benzinga.com/general/social-media/25/01/42957741/tiktok-ban-deadline-ahead-what-will-happen-to-app-on-your-phone">unavailable for download</a>. Existing owners of the app saw service restored in the U.S, as <a href="https://www.theverge.com/2025/1/20/24348353/marvel-snap-tiktok-ban-back-online">reported </a>by The Verge. The ban also impacted the PC version of the game, according to the company's announcement of the ban.
"Unfortunately, Marvel Snap is temporarily unavailable in U.S. app stores and is unavailable to play in the U.S. In a surprise to Second Dinner and our publisher Nuverse, Marvel Snap was affected by the takedown of TikTok late on Saturday, January 18," Second Dinner <a href="https://marvelsnapzone.com/marvel-snap-is-banned-in-the-united-states/">said </a>previously.
Second Dinner Chief Development Officer Ben Brode told followers on social media that no warning was given to the company or Nuverse that their app would be part of the ban.
Did You Know?
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<li>Congress Is Making Huge Investments. <a href="https://www.benzinga.com/gov-trades/?utm_source=BZprocontent012125">Get Tips On What They Bought And Sold Ahead Of The 2024 Election With Our Easy-to-Use Tool</a></li>
</ul>
Why It's Important: The ban of ByteDance apps was a large talking point mainly around TikTok, but several other apps were hurt by the ruling and are now affected.
Along with Marvel Snap, here are some other apps that ByteDance owns or controls that faced a similar fate.
<ul>
<li>Lemon8: social media platform</li>
<li>CapCut: video editing software</li>
<li>Gauth: artificial intelligence homework aid</li>
<li>Hypic: photo editing software</li>
<li>Lark: enterprise collaboration platform</li>
</ul>
Based on the timing of the ban still pending, these apps and the Marvel game could continue to be disallowed in app stores and could go dark in the future.
Second Dinner is ready to ensure this doesn't happen again by making changes.
"Marvel Snap is back online in the U.S. But to make sure this NEVER happens again, we're working to bring more services in-house and partner with a new publisher. This is the start of a new era for Marvel Snap." the company <a href="https://x.com/seconddinner/status/1881535498709266691">shared </a>on social media.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/24/12/42654769/tiktok-ban-under-trump-president-elect-wants-to-keep-months-after-pelosi-said-follow-the-money">TikTok Ban Under Trump? President-Elect Reconsiders As Pelosi Says &#8216;Follow The Money&#8217;</a></li>
</ul>
Photo: Mino Surkala via Shutterstock

Entertainment

Gaming

Social Media

Marvel Mobile Game Goes Dark After TikTok Ban: How Disney's Superhero Brand Got Caught Up In US Vs. China Battle

Needham analyst Laura Martin reiterated Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) with a Buy and a <a target="_blank" href="https://www.benzinga.com/quote/AAPL/analyst-ratings" rel="noreferrer noopener">$260&nbsp;price target</a>.
Martin hosted a panel of well-known experts on Apple during the Needham Growth Conference.
Panelists curate some of the largest blogs, podcasts, and websites dedicated to Apple alone.
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/emerging-markets/25/01/43096797/huawei-wants-to-take-nvidias-place-in-ai-in-china-shifts-focus-to-inference-over-training" rel="noreferrer noopener">Huawei Wants To Take Nvidia&#8217;s Place In AI In China, Shifts Focus to Inference Over Training</a>
In one case, 50% of the investors who pay for his blog own a single stock, Apple.
Martin summarized her top 10 takeaways from the Apple panel.
The Apple experts expressed optimism about Vision Pro as an entry point into spatial computing. However, they mentioned concerns regarding its clunky design, slow product iteration, high price point, and lack of a straightforward &#8220;killer app&#8221; software.
Although the Apple experts recognized the company&#8217;s lag in AI investments compared to 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>), they noted that Apple&#8217;s strength lies in integrating Generative AI tools and features into its ecosystem instead of pursuing &#8220;headline-grabbing&#8221; projects.
The Apple experts debated whether, post-Steve Jobs, the company has only succeeded with sustaining innovations (improving existing products) instead of creating entirely new markets, as Jobs did with the iPod and iPhone. They noted that new products like the Vision Pro have not been successful with consumers.
Apple&#8217;s 30% App Store commission is very controversial. While critics view it as monopolistic, these experts noted that Apple has begun adjusting its policies (like reducing fees for certain smaller developers to 15%).
While the iPhone remains Apple&#8217;s anchor product, the company is diversifying its offerings into services, wearables, and Vision Pro, which they argue adds diversification and growth opportunities away from the iPhone.
Martin noted that Apple is a single-product company with add-on products that generate revenue from existing iPhone users.
If the iPhone falls behind, none of the other products can stand alone. Hence, Apple is not a diversified portfolio company.
Although Apple&#8217;s market share is substantial in the US (&gt;50%), it is smaller in regions like Asia (12%) and Africa (6%).
They argued that growing Apple&#8217;s market share in these markets offers revenue growth upside.
Martin noted that U.S. ARPUs are typically 2-4 times higher than offshore revenue and users, so Apple must add 2-4 times more users offshore to equal one user in the U.S. economically.
The rollout of domestically produced chips (like Taiwan Semiconductor Manufacturing Co&#8217;s (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/tsm#NYSE">TSM</a>) American-made A-series) highlights Apple&#8217;s effort to localize and de-risk its supply chain amid geopolitical and macroeconomic uncertainties.
They noted that if Apple is successful at diversifying its manufacturing dependence away from China, this would lower its risk and add to its valuation multiple.
Services continue to grow at double-digit rates, driven by Apple&#8217;s ability to upsell services like iCloud and Apple Music to its iPhone user base. This recurring revenue model complements hardware sales at higher margins.
These Apple experts cited key risks as concerns over global economic downturns, tariffs, and regulatory pressures from regions like the EU and China. These could negatively affect Apple&#8217;s profitability and operational efficiency in 2025.
These experts noted that no stock is more likely to be an investor&#8217;s ONLY stock. A significant portion of their subscribers allocate their entire portfolios to Apple, a single company. This indicates extreme loyalty and confidence in Apple&#8217;s long-term value generation by these investors.
Price Action: AAPL stock is down 3.7% at $221.36 at last check Tuesday.
Also Read:
<ul>
<li><a href="https://www.benzinga.com/25/01/42986042/apple-sees-market-share-decline-in-2024-as-chinese-smartphone-brands-surge-globally-idc" target="_blank" rel="noreferrer noopener">Apple Sees Market Share Decline in 2024 as Chinese Smartphone Brands Surge Globally: IDC</a></li>
</ul>
Photo: Shutterstock

Apple's iPhone Dependence Remains, But Services, Wearables Offer Growth Potential: Analyst

Amazon.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>)&nbsp;paused <a href="https://www.benzinga.com/topic/drones" target="_blank" rel="noreferrer noopener">commercial drone</a> delivery last Friday in Texas and Arizona to fix the aircraft&#8217;s software.
The suspension followed the crash of two of its latest models at a testing facility in rainy weather, Bloomberg <a target="_blank" href="https://www.bloomberg.com/news/articles/2025-01-17/amazon-pauses-drone-deliveries-after-aircraft-crashed-in-rain?sref=TBDibEcD" rel="noreferrer noopener">reports</a>.
Amazon and Walmart Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WMT#NYSE">WMT</a>) have <a target="_blank" href="https://www.benzinga.com/top-stories/24/06/39192891/amazon-vs-walmart-who-will-be-the-first-to-conquer-the-skies-with-drone-delivery" rel="noreferrer noopener">splurged billions to</a> develop drone delivery technology. Amazon created the technology in-house while Walmart collaborated with Zipline and Alphabet Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) Google&#8217;s Wing.
Also Read: <a href="https://www.benzinga.com/tech/25/01/43008511/broadcoms-latest-san-switch-offers-scalable-energy-efficient-solution-for-growing-storage-demands" target="_blank" rel="noreferrer noopener">Broadcom&#8217;s Latest SAN Switch Offers Scalable, Energy-Efficient Solution for Growing Storage Demands</a>
Drone delivery services will likely become a&nbsp;$10 billion industry&nbsp;by the decade&#8217;s end.
Amazon&#8217;s drone operation <a target="_blank" href="https://www.benzinga.com/markets/equities/24/05/39093895/amazons-drone-program-to-expand-with-new-faa-clearance-whats-on-the-move" rel="noreferrer noopener">aims to deliver</a> 500 million packages annually by the decade&#8217;s end.
Eleven years ago, Amazon founder&nbsp;Jeff Bezos&nbsp;shared plans to build drones capable of delivering products to customers in less than half an hour.
In December, two MK30 drones crashed during flights at the airport in Pendleton, Oregon, which Amazon uses for testing.
The company later discovered a software issue that caused the accident.
The MK30 drones, cleared to commence operations by the Federal Aviation Administration in October, have delivered packages to customers&#8217; homes in College Station, Texas, and Tolleson, Arizona.
Amazon representative Sam Stephenson told Bloomberg that deliveries will resume after the FAA approval.
Stephenson emailed Bloomberg, stating Amazon&#8217;s drones continued to deliver safely and within federal guidelines between the December crashes and Friday&#8217;s halt.
In December, the company completed its <a href="https://www.benzinga.com/news/23/10/35323630/amazons-drone-delivery-service-to-extend-to-uk-and-italy" target="_blank" rel="noreferrer noopener">first test flight</a> in Italy and plans to expand its service this year. It is also targeting the start of deliveries in the U.K.
Goldman Sachs&#8217; Eric Sheridan <a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/01/42899163/goldman-sachs-analyst-is-bullish-on-amazon-but-not-ebay-or-etsy" target="_blank" rel="noreferrer noopener">expressed optimism about</a> Amazon&#8217;s customer loyalty, backed by its subscription. The analyst flagged Amazon&#8217;s exposure to less discretionary categories (experiencing volatility in online spending from lower incomes) with high repeat behavior through subscriptions and essentials purchasing.
Amazon stock surged over 48% in the past 12 months. Investors can gain exposure to the stock through ProShares Online Retail ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ONLN#NYSE">ONLN</a>) and Vanguard Consumer Discretion ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VCR#NYSE">VCR</a>).
AMZN Price Action: Amazon stock is up 2.42% at $231.42 last check Tuesday.
Also Read:
<ul>
<li><a href="https://www.benzinga.com/media/25/01/43004444/intel-plans-to-spin-off-5-billion-venture-capital-segment-will-remain-anchor-investor" target="_blank" rel="noreferrer noopener">Intel Plans To Spin Off $5 Billion Venture Capital Segment, Will Remain Anchor Investor</a></li>
</ul>
Photo: Shutterstock

ONLN

Amazon Pauses Drone Deliveries In Texas, Arizona After Crashes, Plans Safety Upgrades

Whales with a lot of money to spend have taken a noticeably bearish stance on Alphabet.
Looking at options history for Alphabet (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) we detected 84 trades.
If we consider the specifics of each trade, it is accurate to state that 38% of the investors opened trades with bullish expectations and 53% with bearish.
From the overall spotted trades, 10 are puts, for a total amount of $593,841 and 74, calls, for a total amount of $5,638,804.
<h3>Predicted Price Range</h3>
After evaluating the trading volumes and Open Interest, it's evident that the major market movers are focusing on a price band between $150.0 and $300.0 for Alphabet, spanning the last three months.
<h3>Analyzing Volume &amp; Open Interest</h3>
Examining the volume and open interest provides crucial insights into stock research. This information is key in gauging liquidity and interest levels for Alphabet's options at certain strike prices. Below, we present a snapshot of the trends in volume and open interest for calls and puts across Alphabet's significant trades, within a strike price range of $150.0 to $300.0, over the past month.
<h3>Alphabet Option Volume And Open Interest Over Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1737480635_0.png" alt="Options Call Chart" />
<h3>Biggest Options Spotted:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>GOOGL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$27.7</td>
<td>$27.6</td>
<td>$27.7</td>
<td>$180.00</td>
<td>$1.1M</td>
<td>4.1K</td>
<td>1.0K</td>
</tr>
<tr>
<td>GOOGL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/24/25</td>
<td>$3.8</td>
<td>$3.75</td>
<td>$3.8</td>
<td>$197.50</td>
<td>$257.2K</td>
<td>5.8K</td>
<td>3.3K</td>
</tr>
<tr>
<td>GOOGL</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$15.9</td>
<td>$15.75</td>
<td>$15.8</td>
<td>$200.00</td>
<td>$118.5K</td>
<td>19.5K</td>
<td>510</td>
</tr>
<tr>
<td>GOOGL</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$27.75</td>
<td>$27.6</td>
<td>$27.75</td>
<td>$180.00</td>
<td>$111.0K</td>
<td>4.1K</td>
<td>553</td>
</tr>
<tr>
<td>GOOGL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>04/17/25</td>
<td>$9.1</td>
<td>$9.05</td>
<td>$9.1</td>
<td>$205.00</td>
<td>$91.0K</td>
<td>3.0K</td>
<td>605</td>
</tr>
</tbody>
</table>

<h3>About Alphabet</h3>
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.
After a thorough review of the options trading surrounding Alphabet, we move to examine the company in more detail. This includes an assessment of its current market status and performance.
<h3>Where Is Alphabet Standing Right Now?</h3>
<ul>
<li>With a trading volume of 13,164,348, the price of GOOGL is up by 1.6%, reaching $199.13.</li>
<li>Current RSI values indicate that the stock is may be approaching overbought.</li>
<li>Next earnings report is scheduled for 14 days from now.</li>
</ul>
<h3>What The Experts Say On Alphabet</h3>
5 market experts have recently issued ratings for this stock, with a consensus target price of $218.0.
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&#x2A; An analyst from Wedbush has decided to maintain their Outperform rating on Alphabet, which currently sits at a price target of $220. 
&#x2A; Reflecting concerns, an analyst from JMP Securities lowers its rating to Market Perform with a new price target of $220. 
&#x2A; Consistent in their evaluation, an analyst from Keybanc keeps a Overweight rating on Alphabet with a target price of $225. 
&#x2A; An analyst from B of A Securities has decided to maintain their Buy rating on Alphabet, which currently sits at a price target of $210. 
&#x2A; Maintaining their stance, an analyst from Morgan Stanley continues to hold a Overweight rating for Alphabet, targeting a price of $215. 
Options trading presents higher risks and potential rewards. Astute traders manage these risks by continually educating themselves, adapting their strategies, monitoring multiple indicators, and keeping a close eye on market movements. Stay informed about the latest Alphabet options trades with real-time alerts from <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a>.

Options

A Closer Look at Alphabet's Options Market Dynamics

President Donald Trump on Monday revoked former President Joe Biden&#8217;s comprehensive executive order on artificial intelligence as part of his <a href="https://www.benzinga.com/markets/cryptocurrency/25/01/43096311/exclusive-trump-does-not-establish-bitcoin-reserve-crypto-friendly-policies-on-day-1-and-now">first actions in office.&nbsp;</a>
The Details: Biden's AI executive order mandated that developers of AI systems posing threats to national security or public safety report the results of safety tests to the U.S. government and tasked the National Institute of Standards and Technology to develop standards for safety testing.&nbsp;
Trump revoked the AI order as part of a <a href="https://www.whitehouse.gov/presidential-actions/2025/01/initial-rescissions-of-harmful-executive-orders-and-actions/">broader action</a> that reversed 78 Biden-era executive actions. The move was widely anticipated after the president announced his intention to de-regulate industry on the campaign trail. 
Several prominent tech executives, including Elon Musk and Jeff Bezos, contributed to Trump's campaign and attended Monday's inauguration leading some to speculate on their potential influence on the president. 
Read Next: <a href="https://www.benzinga.com/general/health-care/25/01/43041254/unitedhealth-ceo-highlights-hospitals-doctors-pharmas-role-in-soaring-health-care-costs">UnitedHealth CEO Highlights Hospitals, Doctors, Pharma&#8217;s Role In Soaring Health Care Costs</a>&nbsp;
Why It Matters: Reaction to Trump's reversal of Biden's AI policies has been mixed. Some experts have expressed concern that it could leave Americans exposed to potential risks from AI as giant tech companies would operate without regulatory oversight. Others view the repeal as a positive step toward economic progress and innovation in the industry.&nbsp;
The repeal of Biden's AI framework may have set up a showdown with the European Union's AI act passed in 2023 which mandates transparency and bans certain uses of artificial intelligence.&nbsp;
AI chipmakers Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and Advanced Micro Devices, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) could see a boost as the loosened restrictions could encourage AI hyper-scalers to increase investments in the technology. 
These hyper-scalers, such as Meta Platforms, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) and Alphabet, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>), could potentially accelerate the development and deployment of AI technologies across their platforms and services as the government takes a more "hands-off" approach to regulation. 
Both Mark Zuckerberg, CEO of Meta Platforms, and Sundar Pichai, CEO of Alphabet, were present at Trump&#8217;s inauguration, suggesting potential alignment with the new administration&#8217;s approach to AI regulation.&nbsp;
Though the long-term effects of Trump's policies remain to be seen, the market is reacting positively one day after his inauguration. All three major indices are up Tuesday with the SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>), tracking the S&amp;P 500, up 0.51% at $600.65 and the Invesco QQQ Trust (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>), tracking the Nasdaq 100 index, up 0.14% at $522.49 at the time of publication Tuesday. 
Read Next:&nbsp;
<ul>
<li><a href="https://www.benzinga.com/analyst-ratings/initiation/25/01/43102452/roku-analyst-sees-25-upside-as-tv-ad-dollars-go-digital">Roku Analyst Sees 25% Upside As TV Ad Dollars Go Digital&nbsp;</a></li>
</ul>
Image: Shutterstock

Large Cap

NVDA

Trump Reverses Biden's AI Policies On Day 1: What It Means For Tech Giants Nvidia, AMD, Alphabet

Netflix Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>) tied its best platform market share and YouTube hit a record share in December, continuing the dominance of<a href="https://www.benzinga.com/topic/streaming"> the streaming sector.</a>
What Happened: New data from Nielsen points to a strong December for the streaming sector including Netflix, who is set to report fourth-quarter financial results on Jan. 21 after market close.
For the month of December, streaming hit a market <a href="https://www.nielsen.com/news-center/2025/holidays-football-and-blockbusters-drive-record-highs-for-youtube-netflix-and-amazon-prime-video-in-december-according-to-the-gauge/#:~:text=Netflix%20accounted%20for%208.5%25%20of,share%20set%20in%20July%202023.">share </a>of 43.3%, up 9% from November and up significantly from the previous year-over-year period of December 2023 when the market share was 35.9%.
Broadcast television had market share of 22.4%, cable television had market share of 23.8% and other options came in at 10.6%, according to the report.
Nielsen reported that overall television and streaming viewership was up 4% from November, with the tracking period dated Nov. 25 through Dec. 29 including Thanksgiving and Christmas.
Four of the days in the tracking period hit 100 billion TV viewing minutes, including Thanksgiving and Christmas. For comparison, nine days in all of 2024 had over 100 billion minutes of TV viewing and 2023 had 13 days with over 100 billion minutes of TV viewing.
YouTube led the way during the December tracking period with 11.1% market share, hitting a new record for the company 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>).
Netflix was another winner with 8.5% market share, tying a record from July 2023. The company saw its market share up 14% from November thanks to the success of <a href="https://www.benzinga.com/general/sports/24/12/42711504/lebron-james-vs-nfl-nba-star-says-christmas-is-our-day-2024-ratings-paint-a-different-picture">NFL games on Christmas day</a> and the release of the highly anticipated second season of "Squid Game."
Nielsen reported that Netflix's December monthly usage would have still been up 11% without the two NFL games, showing the significance of its new monthly content like "Squid Game" and the movie "Carry-On." With the tracking period counting up until Dec. 29 and "Squid Game's" release coming on Dec. 26, the following month should have strong results as well.
Prime Video, which is owned by Amazon.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), had 4.0% market share, trailing only YouTube and Netflix among streamers in December. This marked the best market share for Prime Video in a monthly Nielsen report. The company was led by a Black Friday NFL game and the release of <a href="https://www.benzinga.com/general/entertainment/24/12/42537187/christmas-movie-with-the-rock-flops-at-box-office-breaks-streaming-records-for-this-company">Christmas movie "Red One"</a> on the platform. Nielsen also highlighted that MrBeast's game show "Beast Games" had over 700 million viewing minutes for its first three episodes on Prime Video.
Here is the market share among streaming companies:
<ul>
<li>YouTube: 11.1%</li>
<li>Netflix: 8.5%</li>
<li>Prime Video: 4.0%</li>
<li>Hulu: 2.5%</li>
<li>Disney+: 2.1%</li>
<li>The Roku Channel: 2.0%</li>
<li>Tubi: 1.7%</li>
<li>Peacock: 1.6%</li>
<li>Paramount+: 1.4%</li>
<li>Max: 1.2%</li>
<li>PlutoTV: 0.9%</li>
</ul>
Outside of YouTube, Netflix and Prime, The Walt Disney Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MDIS#NYSE">MDIS</a>) would be the other streaming winner. Disney owns Hulu and Disney+, which have a combined market share of 4.6%.
Read Also:<a href="https://www.benzinga.com/24/12/42751367/netflix-posts-record-debut-with-squid-game-season-2-heres-how-many-people-watched-show"> Netflix Posts Record Debut With &#8216;Squid Game&#8217; Season 2: Here&#8217;s How Many People Watched Show</a>
Why It's Important: Streamers adding sports rights may be a major storyline to watch as cable and broadcast television compete.
The Nielsen report said broadcast and cable saw sports viewership up 17% and 29% respectively in December. Broadcast and cable see sports as one of the keys in not losing even more market share to streaming.
Streamers like Netflix are also disrupting the movie theater business model. New films are spending less time in theaters and hitting platforms like Netflix instead of being shown in cinemas.
JPMorgan analyst David Karnovsky recently predicted the <a href="https://www.benzinga.com/general/entertainment/25/01/43067485/box-office-set-for-95-billion-2025-comeback-as-netflix-reshapes-industry">2025 domestic box office</a> to grow revenue year-over-year. He cited concerns about supply and the output from Netflix as reasons to be cautious and not have too high of estimates.
The Nielsen report could provide a bullish take for Netflix ahead of Tuesday's earnings report.
Analysts expect the streaming company to report earnings per share of $4.19. That&#8217;s up from $2.11 in last year's fourth quarter, according to data<a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent012125&amp;t=be2bearmibe3na1"> from Benzinga Pro.</a> Netflix has beaten analyst estimates for earnings per share in three straight quarters and eight of the last 10 quarters.
Analysts expect Netflix to report fourth-quarter revenue of $10.11 billion, up from $8.83 billion in last year's fourth quarter. The company has beaten analyst estimates for revenue in five straight quarters and seven of the last 10 quarters.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/general/sports/25/01/43039879/netflix-analyst-predicts-q4-subscriber-beat-cautions-on-q1-guidance-subs-that-joined-for-nfl-boxing-could-churn-off">Netflix Analyst Predicts Q4 Subscriber Beat, Cautions On Q1 Guidance: Subs That Joined For NFL, Boxing &#8216;Could Churn Off&#8217;</a></li>
</ul>
Image: Shutterstock

MDIS

NFLX

YouTube Vs. Netflix: Streamers Top Usage Leaderboard In December, Sector Makes More Gains On Broadcast And Cable

Alphabet's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NYSE">GOOGL</a>) short percent of float has fallen 8.2% since its last report. The company recently reported that it has 65.56 million shares sold short, which is 1.12% of all regular shares that are available for trading. Based on its trading volume, it would take traders 2.29 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock/">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest">List of the most shorted stocks</a>
<h3>Alphabet Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1737472518_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Alphabet has declined since its last report. This does not mean that the stock is going to rise in the near-term but traders should be aware that less shares are being shorted.
<h3>Comparing Alphabet's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://pro.benzinga.com/">Benzinga Pro</a>, Alphabet's peer group average for short interest as a percentage of float is 7.15%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze/">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Short Sellers

Short Ideas

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Amazon.com Inc.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) autonomous driving unit Zoox is reportedly looking to begin offering rides to the public &#8220;quite soon.&#8221;
What Happened: Zoox co-founder Jesse Levinson <a href="https://www.cnbc.com/2025/01/17/amazon-zoox-plans-commercial-expansion.html">told</a> CNBC that the company intends to offer rides to the public and significantly grow its fleet of self-driving vehicles in 2025.
Zoox is currently testing its vehicles on the roads of San Francisco, Las Vegas, and Foster City, California. 
According to CNBC, the company will first launch commercial services in Las Vegas, followed by San Francisco. The company will launch an &#8220;early rider program&#8221; in Las Vegas in the coming months and open rides to the public later this year, the report said.
Zoox is also eyeing expansion to Miami and Austin, Levinson told CNBC, without detailing a timeline. 
"I don't want to imply that it'll be a commercially meaningful business this year … but it's going to be useful in terms of customers will be able to get value out of it and actually use it to go places. We're excited for that," Levinson told CNBC. "We've taken a pretty conservative and steady approach to scaling and rolling out, just because of the safety-critical nature."
Why It Matters: Zoox, once operational, will be up against Alphabet&#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>) Waymo which is already operating its robotaxis in Phoenix and Los Angeles.
Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) is also looking to join the robotaxi business in 2025. During the company's third-quarter earnings call last year, Elon Musk said that the company expects to start a ride-hail service in Texas and California starting next year, <a href="https://www.benzinga.com/news/24/10/41484511/palo-alto-may-open-streets-to-tesla-robotaxis-but-california-regulators-will-decide-fate" target="_blank" rel="noreferrer noopener">subject to regulatory approval</a>, with Model 3 and Model Y vehicles equipped with its full self-driving (FSD) driver assistance technology.
However, the vehicles might not all operate as driverless robotaxis but with a driver as some states demand it until the company touches certain milestones in terms of miles and hours driven, the company then said. Musk, known for overestimating his company&#8217;s products, expressed confidence about the&nbsp;<a href="https://www.benzinga.com/top-stories/24/10/41279865/elon-musk-may-unveil-teslas-robotaxi-but-consumers-respond-with-ehhh-new-study-reveals-skepticism-ne" target="_blank" rel="noreferrer noopener">company operating driverless paid rides sometime in 2025</a> despite its FSD technology not achieving fully autonomous driving yet. 
Levinson in October dismissed the possibility of Tesla deploying autonomous vehicles without safety drivers in California this year,&nbsp;<a href="https://www.benzinga.com/news/24/10/41645383/elon-musk-slams-zoox-co-founder-over-fsd-criticism-your-company-would-be-dead-already-if-not-for-ama" target="_blank" rel="noreferrer noopener">alleging that the EV giant&nbsp;</a>lacks a technology that works.
Tesla is faced with a lot of regulatory hurdles that they haven&#8217;t even started trying to climb yet, Levinson&nbsp;<a href="https://www.youtube.com/watch?v=RwFzIm-M6TU" target="_blank" rel="noreferrer noopener">said</a>&nbsp;at the TechCrunch Disrupt 2024 event in San Francisco. But the fundamental problem, he said, is that Tesla doesn&#8217;t have a &#8220;technology that worked.&#8221;
Check out more of Benzinga's Future Of Mobility coverage by&nbsp;<a href="https://www.benzinga.com/topic/mobility" target="_blank" rel="noreferrer noopener">following this link.</a>
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Photo courtesy: Zoox

Amazon's Zoox Eyes Joining Leagues Of Waymo In 2025, To Offer Rides To Public 'Quite Soon'

President Donald Trump&#8217;s executive order Monday to suspend the TikTok ban for 75 days has injected fresh uncertainty into the social media platform&#8217;s future, even as potential buyers emerge amid <a href="https://www.benzinga.com/general/social-media/25/01/43076238/tiktok-shuts-down-in-us-vanishes-from-app-stores-message-expresses-hope-for-trump-intervention">national security concerns</a>.
What Happened: The order temporarily halts the ban that took effect Sunday under a law requiring ByteDance to sell TikTok&#8217;s U.S. operations. With 170 million U.S. users, the platform briefly went offline over the weekend before service was restored.
&#8220;I guess I have a warm spot for TikTok,&#8221; Trump said Monday, suggesting the U.S. government should broker a deal for 50% control of the platform, which he valued at potentially $500 billion.
Market observers note <a href="https://www.benzinga.com/25/01/43078310/mark-zuckerbergs-instagram-doubles-down-on-tiktok-rivalry-with-new-edits-app-to-lure-creators-as-the-potential-shutdown-sparks-alternatives">several companies could benefit</a> from TikTok&#8217;s uncertain status. Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) launched a new video creation app &#8216;Edits&#8217; Sunday, positioning itself to capture advertising revenue if TikTok faces restrictions. According to eMarketer, TikTok generated $12.34 billion in U.S. ad revenue in 2024.
Jeff Bezos-backed Perplexity reportedly made a $50 billion bid to merge with TikTok U.S., while Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) CEO Elon Musk&#8217;s X platform is <a href="https://www.benzinga.com/general/social-media/25/01/43078206/jeff-bezos-backed-perplexity-reportedly-makes-50-billion-move-to-merge-with-tiktok-but-elon-musks-x-remains-this-analysts-favorite-bidder">considered another potential acquirer</a>. However, Tesla investor Gary Black warned that Musk&#8217;s acquisition of TikTok could negatively impact Tesla&#8217;s stock.
See Also: <a href="https://www.benzinga.com/markets/equities/25/01/43087992/apple-gets-rare-downgrade-from-jefferies-analyst-warns-on-slowing-revenue-growth-missed-forecasts-and-falling-iphone-demand">Apple Gets Rare Downgrade From Jefferies, Analyst Warns On Slowing Revenue Growth, Missed Forecasts, And Falling iPhone Demand</a>
Why It Matters: Legal experts question the executive order&#8217;s authority. &#8220;Executive orders cannot override existing laws,&#8221; said Sarah Kreps, director of Cornell University&#8217;s Tech Policy Institute, <a href="https://apnews.com/article/trump-tiktok-ban-executive-order-50df1f96c25576762b65e24b63ce61eb?user_email=97d05b29432d778bbb1ffb8f16f2769451bf1d6125981f71ceccbe18ec8d01d8&amp;utm_medium=APNews_Alerts&amp;utm_source=Sailthru_AP&amp;utm_campaign=NewsAlert_Jan20_2025_08:39PM&amp;utm_term=AP%20News%20Alerts">according</a> to the Associated Press. The law allows for a 90-day extension if there&#8217;s progress toward a sale, but its retroactive application remains unclear.
Beijing signaled possible flexibility on Monday regarding TikTok&#8217;s sale. &#8220;Business operations and acquisitions should be independently decided by companies in accordance with market principles,&#8221; said Chinese Foreign Ministry spokeswoman Mao Ning.
The situation remains fluid as technology companies navigate compliance. While TikTok restored service for existing users, Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) and Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) have not reinstated the app in their stores, citing U.S. legal requirements.
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Image Via Shutterstock 
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Trump Suspends US TikTok Ban For 75 Days With Executive Order, But Legal And Market Uncertainty Looms Over Platform's Future

Former House Speaker Nancy Pelosi has executed a series of significant technology stock trades valued at over $30 million, according to recent congressional disclosure reports, while recovering from a hip injury sustained during an <a href="https://www.benzinga.com/markets/equities/24/12/42497028/pelosi-hospitalized-after-injuring-hip-during-luxembourg-trip">official trip to Luxembourg</a>.
What Happened: Pelosi&#8217;s latest trading activity includes substantial positions in major tech companies through options contracts. On Jan. 14, she purchased 50 call options each in Google-parent Alphabet Inc. (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>), with each position valued between $250,001 and $500,000.
The contracts expire in January 2026 with strike prices of $150.
The former Speaker&#8217;s largest recent transaction was a sale of Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) shares on Dec. 31, disposing of 31,600 shares valued between $5 million and $25 million. On the same day, she sold 10,000 shares of NVIDIA Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) worth between $1 million and $5 million.
These trades follow Pelosi&#8217;s hospitalization in Luxembourg, where she was treated for a hip fracture sustained during the 80th-anniversary commemoration of the Battle of the Bulge. Despite the injury, her investment activities have remained active.
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Why It Matters: The trades have drawn attention following reports that a Nancy Pelosi stock <a href="https://www.benzinga.com/news/25/01/42882348/nancy-pelosi-outperformed-nearly-every-hedge-fund-in-2024-even-beating-the-infamous-inverse-cramer-stock-tracker">tracker delivered 54% gains in 2024</a>, outperforming most hedge funds and even the popular Inverse Cramer Stock Tracker. The performance has reignited debates about congressional stock trading, with critics calling for stricter regulations.
In September, President Donald Trump questioned the timing of Pelosi&#8217;s previous trades, particularly regarding Visa Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/V#NYSE">V</a>) stock sales that preceded a Department of Justice <a href="https://www.benzinga.com/markets/equities/24/09/41060712/trump-wants-nancy-pelosi-prosecuted-over-husband-pauls-visa-stock-sale-before-doj-lawsuit-you-th">lawsuit against the company</a>. Pelosi&#8217;s spokesperson has consistently maintained that all trades comply with federal disclosure requirements under the STOCK Act.
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Image Via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Nancy Pelosi Sells Nvidia, Apple And Loads Up On Google-Parent Alphabet And Amazon Calls

Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) is reportedly bringing its AI smarts to the Mac&#8217;s Mail app with the upcoming macOS 15.4 update.
What Happened: In his latest weekend "Power On" newsletter, Bloomberg columnist Mark Gurman indicated that the new Mail app will make it easier for users struggling with email overload.
The feature, which is currently exclusive to iPad and iPhone, sorts the usual flood of emails into neat categories like primary, transactions, promotions, and updates. It also prioritizes urgent emails like boarding passes.
Gurman also reported that Apple is hitting the brakes on notification summaries in iOS 18.3 and macOS 15.3. This came after <a href="https://www.benzinga.com/25/01/42836957/apple-acknowledges-ai-flaws-after-bbc-complaint-vows-fix-for-misleading-news-summaries">complaints of inaccurate notifications</a>.
&#8220;Rather than quickly fixing its AI models, Apple is simply pulling the plug on summaries from news and entertainment apps,&#8221; he stated.
See Also:&nbsp;<a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/01/43021026/apple-stock-has-moved-up-4-2-since-iphone-16-launched-analyst-says-it-has-another-8-upside-as-manufacturing-cost-decline-bolsters-cupertinos-margins" target="_blank" rel="noreferrer noopener">Apple Stock Has Moved Up 4.2% Since iPhone 16 Launched, Analyst Says It Has Another 8% Upside As Manufacturing Cost Decline Bolsters Cupertino's Margins</a>
Why It Matters: The latest update is part of Apple&#8217;s bigger push into AI. The tech giant is expected to roll out its macOS 15.3 in the coming weeks.
With this update, Mac users will finally get to play with Genmoji, Apple&#8217;s custom emoji feature.
However, Cupertino is also facing some headwinds. While Apple continues to push AI capabilities, the <a href="https://www.benzinga.com/24/12/42553029/apples-iphone-16-stumbles-on-intelligence-awareness-but-pro-max-shines-bright-says-analyst">iPhone 16 cycle</a> shows signs of struggle, with market share dropping to 66%.
The lack of consumer awareness around Apple Intelligence has been a challenge, according to a JPMorgan analyst.
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.
Cupertino's AI tools <a href="https://www.benzinga.com/markets/equities/24/01/36526396/gurman-weighs-in-on-apples-overflowing-cup-of-challenges-late-arrival-to-ai-party-app-store-regu">arrived nearly two years after</a> OpenAI's ChatGPT gained widespread popularity – a year and a half following the launch of AI services by Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>)  and Alphabet Inc.&#8216;s Google (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>), and a year after Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) unveiled its updated Alexa.
&#8220;The totality of Apple&#8217;s generative AI vision will take at least into 2025 to fully scale,&#8221; Gurman said last year.
Apple currently has a market cap of $3.458, making it the most valuable company in the world. It is scheduled to announce its first-quarter earnings for 2025 on Jan. 30.
The company reported <a href="https://www.benzinga.com/news/earnings/24/10/41666494/apple-q4-earnings-revenue-beat-eps-beat-installed-base-hits-new-highs-iphone-sales-rise-as-apple-in">revenue of $94.9 billion</a> in the last quarter, surpassing analysts&#8217; expectations of $94.56 billion.
Price Action: Apple's stock rose by 0.75% on Friday, closing at $229.98. However, in after-hours trading, the shares fell by 0.21%, reaching $229.50, according to<a href="https://pro.benzinga.com/dashboard"> Benzinga Pro data</a>.
Check out more of Benzinga's Consumer Tech coverage by&nbsp;<a href="https://www.benzinga.com/topic/consumer-tech" target="_blank" rel="noreferrer noopener">following this link</a>.
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Photo courtesy: Shutterstock

Apple's Making Your Mac's Mail Much Smarter: Here's What's Coming

President-elect Donald Trump announced that Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) is planning a &#8220;massive investment&#8221; in the United States, revealing details of his conversation with CEO Tim Cook during his Make America Great Again Victory Rally in Washington D.C. on Sunday.
What Happened: The discussion comes amid Trump&#8217;s broader initiative to accelerate major corporate investments in the U.S., recently promising expedited approvals for companies <a href="https://www.benzinga.com/news/24/12/42430799/trump-offers-fast-track-approvals-any-person-or-company-investing-over-1b-investments-in-us-get-ready-to-rock">investing $1 billion or more</a>. The policy would streamline environmental permits and other regulatory processes for qualifying investments.
&#8220;I spoke with Tim Cook of Apple. He said they&#8217;re going to make a massive investment in the United States because of our big election win,&#8221; Trump stated at the rally. 
The announcement follows Apple&#8217;s recent market milestone, with the company&#8217;s valuation approaching $4 trillion before a slight pullback.
Apple did not immediately respond to <a href="http://pro.benzinga.com/" target="_blank" rel="noreferrer noopener">Benzinga</a>'s request for comment.
See Also: <a href="https://www.benzinga.com/news/25/01/43078027/vivek-ramaswamy-expected-to-exit-trumps-doge-task-force-amid-ohio-governor-bid-report">Elon Musk&#8217;s DOGE Co-Lead Vivek Ramaswamy Expected To Exit Trump Admin Task Force Amid Ohio Governorship Bid</a>
Why It Matters: The potential Apple investment adds to Trump&#8217;s recent economic victories, including SoftBank Group&#8216;s $100 billion <a href="https://www.benzinga.com/news/global/24/12/42513807/trump-says-softbanks-100b-commitment-to-us-is-monumental-demonstration-of-confidence-in-americas-future">commitment aimed at creating 100,000 U.S. jobs</a>. 
Trump&#8217;s pro-business agenda has <a href="https://www.benzinga.com/tech/25/01/42898021/google-donates-1-million-to-trump-inauguration-plans-youtube-livestream-pleased-to-support">attracted numerous tech leaders</a> to his Mar-a-Lago residence, including executives from Meta Platforms Inc. and Alphabet Inc.
Market sentiment has responded positively to Trump&#8217;s <a href="https://www.benzinga.com/economics/macro-economic-events/25/01/43064144/wall-street-roars-ahead-of-trumps-inauguration-intel-rallies-bitcoin-tops-105000-whats-driving-markets-friday">business-friendly policies</a>, with major indices posting their strongest weekly gains since November ahead of his upcoming inauguration. The tech-heavy Nasdaq 100 led the rally with a 1.9% increase, while the broader S&amp;P 500 gained 1.3%.
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Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Trump Reveals Apple's 'Massive Investment' Plans Following Victory Rally

Autonomous vehicles won&#8217;t be ready for widespread deployment until &#8220;well into the next decade,&#8221; according to NVIDIA Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) automotive chief Ali Kani, even as major tech companies accelerate their investments in self-driving technology.
What Happened: The cautionary outlook from one of the industry&#8217;s leading chip suppliers comes as Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) CEO Elon Musk projects its Full Self-Driving system will <a href="https://www.benzinga.com/25/01/42894743/tesla-ceo-elon-musk-says-fsd-will-be-safer-than-human-drivers-in-q2-2025">surpass human capabilities</a> by mid-2024.
&#8220;We&#8217;re not close. It&#8217;s super-hard,&#8221; Kani <a href="https://www.autocar.co.uk/car-news/technology/nvidia-fully-autonomous-cars-not-close-production-reality">told</a> Autocar. &#8220;If one firm makes one mistake, the whole industry gets pushed back a few years.&#8221;
Nvidia, which supplies computing systems to automakers including Mercedes-Benz and Volvo, is expanding its automotive presence through new partnerships. The company recently <a href="https://www.benzinga.com/trading-ideas/movers/25/01/42839556/uber-and-nvidia-partner-on-ai-technology-for-autonomous-cars">announced a collaboration</a> with Uber Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NYSE">UBER</a>) to develop AI-powered autonomous solutions using its Cosmos and DGX Cloud platforms.
The technological hurdles remain significant. Current autonomous systems exhibit &#8220;herky-jerky behavior and ghost braking,&#8221; Kani said, requiring advances in computing power, sensors, and AI models to achieve natural driving capabilities.
See Also: <a href="https://www.benzinga.com/markets/cryptocurrency/25/01/43078515/michael-saylor-meets-trumps-cabinet-at-crypto-ball-what-does-the-bitcoin-bulls-cryptic-post-indicate">Michael Saylor Meets Trump&#8217;s Cabinet At Crypto Ball, What Does The Bitcoin Bull&#8217;s Cryptic Post Indicate?</a>
Why It Matters: Recent setbacks highlight these challenges. The National Highway Traffic Safety Administration opened investigations into Tesla&#8217;s FSD system following multiple crashes, including a fatal pedestrian accident. Truist analyst William Stein noted &#8220;obvious imperfections&#8221; in Tesla&#8217;s latest FSD version after test drives, <a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/01/42772702/tesla-analyst-says-fsd-test-drive-shows-imperfections-not-ready-for-prime-time-yet">maintaining a Hold rating on the stock</a>.
Meanwhile, Alphabet Inc.&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) Waymo unit is expanding globally, announcing plans to launch in Tokyo by early 2025. The company&#8217;s safety record has drawn <a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/01/42817526/alphabet-drives-into-2025-googles-ai-waymo-lead-the-charge">positive attention from insurers</a>, distinguishing it from competitors like General Motors&#8216; Cruise, which recently scaled back operations.
Industry experts estimate autonomous vehicles could become a multi-trillion-dollar market. However, Kani emphasized the need for cautious development: &#8220;The industry needs to go slowly with this&#8230;You can only do it when you have proven that it is really safe.&#8221;
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Image Via Shutterstock 
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

UBER

Nvidia Executive Contrasts Elon Musk's Optimism On Fully Autonomous Cars, Says Milestone Won't Be Achieved Until Next Decade: 'It's Super Hard'

Jeff Bezos-backed Perplexity reportedly bid to merge with TikTok U.S. on Saturday, but Wedbush analyst Dan Ives hinted Elon Musk&#8217;s X could ultimately <a href="https://www.benzinga.com/general/social-media/25/01/42994923/mrbeast-discussing-buying-tiktok-with-billionaires-to-prevent-us-shutdown-lets-see-if-we-can-pull-this-off">seal the deal</a> amid rising speculation.
What Happened: On Saturday, Perplexity submitted a bid to ByteDance, TikTok&#8217;s Chinese parent company, to form a new entity that includes Perplexity, TikTok U.S., and new capital partners, <a href="https://www.cnbc.com/2025/01/18/perplexity-ai-makes-a-bid-to-merge-with-tiktok-us.html">reported</a> CNBC, citing sources familiar with the matter.
The proposed merger would allow most of ByteDance&#8217;s current investors to maintain their equity stakes while improving Perplexity&#8217;s video capabilities.
See Also: <a href="https://www.benzinga.com/tech/25/01/43051084/mrbeast-unveils-mystery-box-giveaway-to-celebrate-beast-games-episode-6-release-on-amazon-prime-video">MrBeast Unveils Mystery Box Giveaway To Celebrate Beast Games Episode 6 Release On Amazon Prime Video</a>
The source estimates the deal&#8217;s value to exceed $50 billion, contingent on ByteDance&#8217;s shareholders&#8217; decisions to stay or cash out.
Perplexity, <a href="https://www.benzinga.com/news/24/03/37421021/this-jeff-bezos-backed-ai-tool-can-replace-search-engine-for-many-people-says-top-ex-googler-but-the">a startup challenging</a> Alphabet Inc.‘s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) Google, saw its <a href="https://www.benzinga.com/tech/24/12/42570376/jeff-bezos-backed-perplexity-raises-500-million-tripling-its-valuation-to-9-billion-as-competition-with-google-and-openai-heats-up">valuation soar from $500 million to $9 billion</a> last year.
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 Matters: Previously, Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) CEO Elon Musk was considered a potential buyer, though <a href="https://www.benzinga.com/25/01/43019833/elon-musk-buying-tiktok-could-hurt-tesla-warns-gary-black-but-dan-ives-thinks-it-makes-sense">concerns were raised</a> about the impact on the EV giant.
TikTok, which went dark for some time later Saturday started restorning its services on Sunday. Donald Trump &#8220;most likely&#8221; plans to extend TikTok&#8217;s deadline by 90 days to facilitate a deal.
<figure class="wp-block-image size-large"><img decoding="async" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/19214002/Screenshot-2025-01-20-at-8.09.56%E2%80%AFAM-926x1024.png" alt="" class="wp-image-740667" /><figcaption class="wp-element-caption">Source: Truth Social</figcaption></figure>
Musk also took to X, formerly Twitter, and highlighted that while his social media app is not allowed to operate in China, banning TikTok in the U.S. would be &#8220;against freedom of speech.&#8221;
<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">I have been against a TikTok ban for a long time, because it goes against freedom of speech. That said, the current situation where TikTok is allowed to operate in America, but &#120143; is not allowed to operate in China is unbalanced. Something needs to change. <a href="https://t.co/YVu2hkZEVZ">https://t.co/YVu2hkZEVZ</a>
&mdash; Elon Musk (@elonmusk) <a href="https://twitter.com/elonmusk/status/1880975630646612254?ref_src=twsrc%5Etfw">January 19, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
Before Trump&#8217;s statement about potentially extending TikTok&#8217;s deadline, Ives took to X and predicted that the 90-day window would be used to work on a deal with U.S. tech players, with Musk&#8217;s X being a likely candidate.
<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">Biden Admin never issued the statement…so TikTok went dark for 170 mm users. We believe Trump turns it back on with an Executive Order on Monday once he is sworn in as US President. Then 90 days to work on buyer/partnership with US tech player likely being Musk/X in our view <a href="https://t.co/O2UdLOCMIO">https://t.co/O2UdLOCMIO</a>
&mdash; Dan Ives (@DivesTech) <a href="https://twitter.com/DivesTech/status/1880874865269547354?ref_src=twsrc%5Etfw">January 19, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
ByteDance has previously suggested it will not sell TikTok U.S.
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>.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/tech/24/12/42715441/openais-for-profit-transition-trumps-ai-advisor-and-googles-code-red-this-week-in-ai?itm_source=parsely-api" target="_blank" rel="noreferrer noopener">OpenAI&#8217;s For-Profit Transition, Trump&#8217;s AI Advisor, And Google&#8217;s Code Red: This Week In AI</a></li>
</ul>
Disclaimer:&nbsp;This content was partially produced with the help of&nbsp;<a href="https://www.benzinga.com/author/benzinga-neuro" target="_blank" rel="noreferrer noopener">Benzinga Neuro</a>&nbsp;and was reviewed and published by Benzinga editors.

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