Alphabet Option Alert: Jan, 2027 $190 Puts at the Ask: 350 vs 741 OI

Alphabet Option Alert: Jan, 2027 $190 Puts at the Ask: 350 @ $26.75 vs 741 OI; Ref=$184.52

Alphabet Option Alert: Jan, 2027 $190 Puts at the Ask: 1000 vs 741 OI

Alphabet Option Alert: Jan, 2027 $190 Puts at the Ask: 1000 @ $26.75 vs 741 OI; Ref=$184.49

Alphabet Option Alert: Apr 17 $185 Puts at the Bid: 700 vs 5435 OI

Alphabet Option Alert: Apr 17 $185 Puts at the Bid: 700 @ $7.3 vs 5435 OI; Ref=$183.85

Alphabet Option Alert: Jan, 2027 $150 Calls at the Bid: 146 vs 762 OI

Alphabet Option Alert: Jan, 2027 $150 Calls at the Bid: 146 @ $56.3 vs 762 OI; Ref=$183.9295

Alphabet Option Alert: Jan, 2027 $150 Calls Sweep (12) near the Ask: 200 vs 762 OI

Alphabet Option Alert: Jan, 2027 $150 Calls Sweep (12) near the Ask: 200 @ $56.3 vs 762 OI; Ref=$183.91

Alphabet Option Alert: Jan, 2027 $150 Calls Sweep (14) near the Ask: 180 vs 762 OI

Alphabet Option Alert: Jan, 2027 $150 Calls Sweep (14) near the Ask: 180 @ $56.299 vs 762 OI; Ref=$183.98

Alphabet Option Alert: Jan, 2027 $150 Calls Sweep (5) near the Ask: 200 vs 762 OI

Alphabet Option Alert: Jan, 2027 $150 Calls Sweep (5) near the Ask: 200 @ $56.2 vs 762 OI; Ref=$183.95

Alphabet Option Alert: Jan 16 $150 Calls Sweep (5) near the midpoint: 110 vs 12112 OI

Alphabet Option Alert: Jan 16 $150 Calls Sweep (5) near the midpoint: 110 @ $45.75 vs 12112 OI; Ref=$184.57

Alphabet Option Alert: Jan, 2027 $130 Puts at the Bid: 2000 vs 2250 OI

Alphabet Option Alert: Jan, 2027 $130 Puts at the Bid: 2000 @ $6.25 vs 2250 OI; Ref=$182.57

Alphabet Option Alert: Apr 17 $100 Calls Sweep (3) near the Ask: 70 vs 27 OI

Alphabet Option Alert: Apr 17 $100 Calls Sweep (3) near the Ask: 70 @ $84.81 vs 27 OI; Ref=$183.95

Alphabet (NASDAQ:GOOGL) 주식

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.

News

AAPL

AMZN

AVGO

GOOGL

MSFT

NVDA

TSLA

월요일(3일) 워런 버핏의 버크셔 해서웨이(NYSE:BRK.A)(NYSE:BRK.B)는 일론 머스크의 테슬라(NASDAQ:TSLA)를 제치고 시가총액 1위를 차지했다. 주식 시장에서 수익이 얼마나 중요한지를 보여주는 사례이다.

버크셔 해서웨이, 시총 1조 700억 달러 돌파하며 테슬라 제쳐...시장 변화에 주목

Tech

GOOG

앤트로픽은 아마존(NASDAQ:AMZN)과 알파벳(NASDAQ:GOOG)(NASDAQ:GOOGL)의 구글이 지원하는 선도적인 AI 회사로, 시리즈 E 펀딩 라운드에서 35억 달러를 모금했고, 기업가치를 615억 달러로 끌어올렸다. 

아마존·구글이 지원하는 AI 기업 앤트로픽, 35억 달러 투자 유치...기업가치는 615억 달러

Media

QCOM

SSNLF

화웨이 테크놀로지스에서 분사한 중국 스마트폰 업체 아너(Honor)는 향후 5년 동안 100억 달러를 투자하면서 AI 야망을 키우고 있다. 알파벳의 구글과 더 긴밀한 파트너십을 맺고 글로벌 스마트폰 시장에서 애플 및 삼성전자와 경쟁하려는 것이다.

구글과 중국의 AI 파트너십 강화...화웨이 분사 브랜드 &#39;아너&#39;, 100억 달러 투자로 애플·삼성에 도전

Alphabet Inc

President Donald Trump's tariffs on Mexico, Canada and China went <a href="https://www.benzinga.com/news/global/25/02/44010093/trumps-plan-for-canada-mexico-china-tariffs-to-start-march-4-could-shake-stock-market">into effect Tuesday.</a>
A top tech analyst examines how tariffs might affect technology stocks.
The Analyst Takeaways: Wedbush analyst Daniel Ives said <a href="https://www.benzinga.com/news/global/25/02/43442219/why-beer-tequila-avocados-cars-iphone-prices-could-rise-trumps-tariffs-on-canada-mexico-china-to-hurt-several-sectors">tariffs could create</a> a "game of geopolitical poker," but he isn't panicking.
"There have been many times over the past few decades that geopolitical tensions and government actions have been a major overhang on stocks," Ives said.
The analyst cites wars, international conflicts, policy issues, debt crises, COVID-19, supply chain concerns, and currency battles as factors that have weighed on stocks previously.
"With Trump's Mexico and Canada tariffs now beginning and China tariffs on deck, investors around the world are entering a very nervous period especially for growth stocks."
Ives encourages investors to take a step back and remember that it was known that some form of tariffs by Trump were going to happen.
"It's all about how long it lasts and when negotiations start to get to deals on the table with China, Canada, Mexico and many other countries on reciprocal tariffs."
Ives expects Trump's speech to Congress on Tuesday to lay out more plans on his tariffs and the investments being made by tech companies in the U.S.
"The biggest risk to this market and AI Revolution trade in the near-term was that Trump takes an aggressive approach to China, chip export controls and broader global policy."
Ives said DeepSeek helped accelerate the China policies and the semiconductor sector will likely see increased export controls around China.
"There is one chip in the world fueling the AI Revolution and it's Nvidia."
The analyst said that in the current AI Arms Race, NVIDIA Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) GPUs are "the new gold or oil."
Ives said if the tariffs stay in place, "there will be major pain ahead for U.S. consumers."
"We caution this is all a game of high stakes poker to get other countries to the negotiating table and will very likely not last for an elongated period of time."
Read Also: <a href="https://www.benzinga.com/news/global/25/02/43795579/warren-buffett-unfazed-by-trumps-tariff-threats-oracle-of-omaha-bets-on-mexico-beer">Warren Buffett Unfazed By Trump&#8217;s Tariff Threats: Oracle Of Omaha Bets On Mexico, Beer</a>
The Tech Winners: The analyst said tariffs aren't likely to slow down the long-term tech trade with AI being the biggest tech storyline since the Industrial Revolution. Ives said tariffs could slow things down in the near-term.
Ives calls the following stocks as the winners of the AI Revolution in tech that will "remain the stocks to own."
<ul>
<li>Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>): $325 price target</li>
<li>Amazon.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>): $280 price target</li>
<li>Salesforce Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>): $425 price target</li>
<li>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>): $220 price target</li>
<li>Microsoft Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>): $550 price target</li>
<li>Nvidia: $175 price target</li>
<li>Palantir Technologies (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>): $120 price target</li>
<li>Tesla Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>): $550 price target</li>
</ul>
"Any weakness is a buying opportunity in our view given the fundamental demand picture."
Ives said this is not the time to "run to the hills" and is the time to own the AI winners listed above.
Price Action: The Invesco QQQ Trust (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>), which often serves as a barometer of the overall tech sector, is down 1% to $491.91 on Tuesday. The ETF is down 4.0% year-to-date in 2025 and up 10.3% over the last year.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/general/restaurants/25/03/44097795/chipotle-ready-to-eat-tariff-costs-wont-charge-customers-more-we-dont-think-its-fair-to-the-consumer">Chipotle Ready To Eat Tariff Costs, Won&#8217;t Charge Customers More: &#8216;We Don&#8217;t Think It&#8217;s Fair To The Consumer&#8217;</a></li>
</ul>
Photo: Shutterstock

Analyst Color

Price Target

Politics

Reiteration

Analyst Ratings

Trading Ideas

PLTR

Investors Shouldn't 'Run To The Hills' Over Tariffs: Dan Ives Points To 8 AI  Stocks 'To Own'

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>) subsidiary Waymo and Uber Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NYSE">UBER</a>) have partnered to launch <a target="_blank" href="https://www.benzinga.com/pressreleases/25/03/b44104528/ride-into-the-future-with-waymo-on-uber-in-austin" rel="noreferrer noopener">fully autonomous rides in Austin, Texas.</a>
Starting today, Uber app users can be paired with Waymo&#8217;s all-electric, self-driving Jaguar I-PACE vehicles.
Austin residents can now request a Waymo ride through the Uber app at no additional charge. When booking an UberX, Uber Green, Uber Comfort, or Uber Comfort Electric ride, passengers can choose a fully autonomous vehicle.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/02/43791589/why-is-uber-stock-trading-higher-on-tuesday" rel="noreferrer noopener">Uber&#8217;s Ski Service Launches Across Europe: Details</a>
If a Waymo car is nearby, they&#8217;ll be matched with the option to either accept the autonomous vehicle or select a traditional ride. The service spans 37 square miles of Austin, covering popular areas like Hyde Park, Downtown, and Montopolis.
When the Waymo vehicle arrives, passengers can unlock the car, open the trunk, and begin their journey, all through the Uber app they&#8217;re accustomed to.
Should they require any help, 24/7 customer support will be available, both through the Uber app and within the Waymo vehicle itself.
Users who are especially keen on experiencing a Waymo ride can boost their chances by selecting the option in the Ride Preferences section of the Uber app.
With expansion plans underway, the next city on Waymo&#8217;s list is Atlanta, where employees have already begun taking fully autonomous trips, paving the way for the public rollout.
Price Action: UBER shares are trading lower by 2.66% at $72.46 at last check Tuesday.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/25/02/43819449/serve-robotics-rolls-out-autonomous-delivery-robots-in-miami-stocks-surge" target="_blank" rel="noreferrer noopener">Serve Robotics Rolls Into Miami&#8217;s Food Scene</a></li>
</ul>
Photo courtesy: Shutterstock

Equities

General

UBER

Uber And Waymo Introduce Autonomous Rides In Austin: Here's How It Works

CoreWeave's rapid rise in the AI cloud space has made <a href="https://www.benzinga.com/topic/ipo">its upcoming IPO</a> one of the most anticipated in tech. CoreWeave plans to trade its shares on the Nasdaq under the ticker symbol &#8216;CRWV.&#8217;
But beneath the excitement, there are risks investors shouldn't overlook—especially as insiders cash out ahead of the public offering. 
Here are three major concerns to keep in mind.
<h2 class="wp-block-heading">1. Nvidia Dependency Is A Double-Edged Sword</h2>
CoreWeave's success is tied almost entirely to Nvidia Corp.'s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) cutting-edge GPUs, which power its cloud infrastructure for AI workloads. While this partnership has fueled growth, it also creates risk.
Nvidia could shift priorities, limiting CoreWeave's access to its chips in favor of tech giants like Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>), or Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>). A sudden disruption in supply would hit CoreWeave hard.
Investors should also note that Nvidia itself has invested in CoreWeave, which raises questions about how independent the company truly is.
Read Also: <a href="https://www.benzinga.com//node/44053318">Nvidia-Backed CoreWeave Eyes $4 Billion IPO: Is This AI&#8217;s Next Big Test?</a>
<h2 class="wp-block-heading">2. A $19 Billion Valuation Feels Pricey</h2>
CoreWeave's valuation has skyrocketed from $2 billion in 2023 to $19 billion in just over a year &#8211; an almost tenfold jump. While demand for AI infrastructure is booming, investors should question whether the company's rapid growth justifies such an aggressive price tag. 
Even more concerning, insiders are reportedly selling shares ahead of the IPO, signaling potential doubts about long-term valuation sustainability. According to the company&#8217;s <a href="https://www.sec.gov/Archives/edgar/data/1769628/000119312525044231/d899798ds1.htm?utm_campaign=%5BREBRAND%5D+RTSU+-+Aut&amp;utm_content=1109&amp;utm_medium=email&amp;utm_source=cio&amp;utm_term=129#toc899798_13">IPO prospectus</a> released Monday, founders and former commodities traders Mike Intrator, Brian Venturo, and Brannin McBee each sold at least $150 million in stock ahead of the cloud provider's planned public debut, <a href="https://www.theinformation.com/articles/coreweave-founders-cashed-out-nearly-500-million-before-ipo?utm_campaign=%5BREBRAND%5D+RTSU+-+Aut&amp;utm_content=1109&amp;utm_medium=email&amp;utm_source=cio&amp;utm_term=129">reported</a> The Information.
If those closest to the company are cashing out, should new investors be eager to jump in?
<h2 class="wp-block-heading">3. Competition From Tech Giants</h2>
The AI cloud race is heating up, and CoreWeave isn't the only contender. It faces competition from Amazon Web Services, Microsoft Azure, and Google Cloud, which have far more resources, existing enterprise relationships, and the ability to scale AI services faster.
CoreWeave may have a first-mover advantage in some niche areas, but sustaining its edge against trillion-dollar tech giants will be an uphill battle.
CoreWeave's IPO will likely generate plenty of buzz, but investors should take a step back. With Nvidia dependency, an aggressive valuation, and fierce competition, the risks are just as notable as the opportunities. 
And when insiders are selling shares before the public even gets a chance to buy in, it's worth asking: what do they know that you don't?
Read Also: 
<ul>
<li><a href="https://www.benzinga.com//node/44100280">Nvidia-Backed CoreWeave Files For IPO Amid Explosive AI Growth, Revenue Surges 737% To $1.9 Billion</a></li>
</ul>
Image via Shutterstock

Long Ideas

IPOs

CoreWeave's IPO: 3 Major Red Flags Investors Can't Ignore

The <a target="_blank" href="https://www.benzinga.com/topic/chips-act" rel="noreferrer noopener">U.S. Chips Program Office</a> will lose close to forty percent of its staff, marking a divergence in President&nbsp;Donald Trump&#8217;s strategy&nbsp;from that of Joe Biden.
The reduction includes around 20 employees who accepted a voluntary deferred resignation and left the U.S. government office last week, Bloomberg <a target="_blank" href="https://www.bloomberg.com/news/articles/2025-03-03/us-chips-act-office-is-losing-two-fifths-of-staff-to-trump-purge?srnd=phx-technology&amp;sref=TBDibEcD" rel="noreferrer noopener">reported</a>, citing unnamed sources familiar with the matter. Reportedly, the Trump administration will terminate the office of another 40 who are considered probationary on Monday.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/03/44084767/taiwan-semiconductor-weighs-100-billion-us-investment-as-chip-war-heats-up" rel="noreferrer noopener">Taiwan Semiconductor Weighs $100 Billion US Investment As Chip War Heats Up</a>
The 2022 program the Biden administration inked includes $39 billion in manufacturing grants to companies like&nbsp;Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) and&nbsp;Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), plus $11 billion for research and development. It has prompted well over $400 billion in promised private investment.
Commerce Secretary&nbsp;Howard Lutnick suggested to Bloomberg that Trump tariffs have an edge over the erstwhile Chips Act.
He lauded how Trump convinced Taiwan Semiconductor to boost its U.S. investment by $100 billion to avoid tariffs instead of the erstwhile $65 billion Arizona fab investment in return for a 10% subsidy.
The Biden administration built an office of about 140 people to oversee the Chips Act manufacturing spending, in addition to staff responsible for R&amp;D funding.
The semiconductor supply chain disruption due to the 2020 pandemic and alleged national security threats from countries like China prompted countries like the U.S., Europe, and Japan to consolidate the domestic semiconductor base.
Therefore, they forged deals with the chipmakers to construct fabs in their countries to develop advanced semiconductor technology, notably artificial intelligence technology, to unlock value.
U.S. Big Tech giants have downsized by a <a target="_blank" href="https://www.benzinga.com/media/25/01/43352019/amazon-cuts-more-jobs-in-cost-saving-push-report" rel="noreferrer noopener">couple of thousands</a>, citing a pandemic-induced slowdown, an efficiency drive, and other factors.
In 2022, Amazon.Com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) let go of its workforce, affecting 27,000 positions. Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) fired 10,000 employees in 2023, losing 4%-5% of its workforce. In 2023, 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>)&nbsp;Google&nbsp;slashed 12,000 jobs, affecting ~6% of its workforce. Since November 2022, Meta&nbsp;Platforms Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) laid off 21,000 employees or 25% of its workforce.&nbsp;
Also Read:
<ul>
<li><a href="https://www.benzinga.com/25/03/44087877/intel-stock-surges-as-nvidia-broadcom-test-18a-chips-amd-shows-interest" target="_blank" rel="noreferrer noopener">Intel Gains Traction With 18A Process As Nvidia, Broadcom Consider Manufacturing Contracts</a></li>
</ul>
Photo: Nazrul Iznan via Shuttestock

Government

Regulations

INTC

Taiwan Semiconductor, Intel Navigate Shift As Trump Looks To Slash Chips Act Workforce By 40%

The ‘Magnificent 7' stocks have lost their grandeur and dominance in 2025, as none of the top seven technology giants have ranked among the top 50 performers of S&amp;P 500 on a year-to-date basis. Analysts at Charles Schwab detail this rotation out of tech giants into the broader markets in their latest note.
What Happened: Liz Ann Sonders, the chief investment strategist at Charles Schwab &amp; Co., along with Kevin Gordon, highlighted in her latest X post that the market focus was shifting away from Big Tech in 2025, terming it as "Mag7 to the Meh7"
<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">Our latest report is posted, in which <a href="https://twitter.com/KevRGordon?ref_src=twsrc%5Etfw">@KevRGordon</a> and I dissect the latest market moves and the shift from the Mag7 to the Meh7: <a href="https://t.co/iGUPGG6Na6">https://t.co/iGUPGG6Na6</a>
&mdash; Liz Ann Sonders (@LizAnnSonders) <a href="https://twitter.com/LizAnnSonders/status/1896681100577317337?ref_src=twsrc%5Etfw">March 3, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
As the S&amp;P 500 logged its worst day of 2025 and second-worst day of March ever in 2025 on Monday, the index remains just 4.84% down from its 52-week high of 6,147.43 points.
According to Schwab's note, the dispersion in Mag7 stocks has widened out alongside a significant drop in year-to-date performance rankings relative to last year. "Not one of the stocks is even in the top-50 best performers this year," the note said. Whereas, only Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) has outperformed the S&amp;P 500 index.
<figure class="wp-block-table is-style-stripes"> 
<table>
<tbody>
<tr>
<td>Stocks</td>
<td>YTD Performance</td>
<td>One Year Performance</td>
</tr>
<tr>
<td>Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)</td>
<td>-17.53%</td>
<td>33.81%</td>
</tr>
<tr>
<td>Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>)</td>
<td>-2.39%</td>
<td>35.94%</td>
</tr>
<tr>
<td>Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>)</td>
<td>-7.19%</td>
<td>-6.37%</td>
</tr>
<tr>
<td>Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>)</td>
<td>-6.90%</td>
<td>15.45%</td>
</tr>
<tr>
<td>Alphabet Inc. Class A (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>)</td>
<td>-11.84%</td>
<td>25.24%</td>
</tr>
<tr>
<td>Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>)</td>
<td>9.31%</td>
<td>31.49%</td>
</tr>
<tr>
<td>Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>)</td>
<td>-24.95%</td>
<td>51.30%</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>-0.32%</td>
<td>14.01%</td>
</tr>
<tr>
<td>SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>)</td>
<td>-0.15%</td>
<td>13.95%</td>
</tr>
</tbody>
</table>
</figure>
"We think the Mag7&#8217;s struggle year-to-date is justified, or perhaps explained, by the shifting earnings environment," the note stated. It detailed that S&amp;P 500 excluding the Mag7 is showing a trend of increasing forward earnings growth.
Forecasts indicate that Mag7 earnings growth will be lower in 2025 compared to 2024, while the opposite trend is expected for the S&amp;P 500 excluding the Mag7.
See Also: <a href="https://www.benzinga.com/25/03/44070799/mark-cuban-supports-trumps-new-gold-card-scheme-if-sold-to-corporations-for-employee-citizenship-have-a-look-at-the-listed-companies-with-most-number-of-immigrants">Mark Cuban Supports Trump&#8217;s New &#8216;Gold Card&#8217; Scheme If Sold To Corporations For Employee Citizenship: Here&#8217;re The Listed-Companies With Most Number Of Immigrants</a>
Why It Matters: The analysts further explain that this isn't a "bad news" for stock pickers. Over the last year, only 22% of the constituents in the S&amp;P 500 outperformed the index, whereas over the last month, 50% of the stocks were outperforming the index.
The note details a performance shift observed in the market this year, with a move away from previously favored stocks towards defensive sectors. According to Schwab, this shift is a combination of factors, including significantly heightened policy-related uncertainty, as well as traditional fundamental concerns surrounding earnings and valuations.
It is important to be "mindful of diversification and periodic rebalancing," as the analysts expect sector swings to persist throughout the year.
Price Action: The SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) and Invesco QQQ Trust ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>), which track the S&amp;P 500 index and Nasdaq 100 index, respectively, were mixed in premarket on Tuesday. SPY fell 0.03% to $583.61, while QQQ rose 0.15% to $497.82.
On Monday, the SPY declined 1.75% to $583.77, and the QQQ dropped 2.19% to $497.05, according to Benzinga Pro data.
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Photo courtesy: Shutterstock

Market Summary

Markets

From 'Mag7 To Meh7:' No Tech Giant Ranks Among S&P 500's Top 50 Performers In 2025, Experts Say 'Struggle… Is Justified'

First Lady Melania Trump used her first major public appearance to call for stronger protections against online abuse, advocating for legislation <a href="https://www.benzinga.com/general/entertainment/24/02/36999489/new-taylor-swift-deepfakes-circulate-on-x-falsely-portraying-her-as-trump-supporter-and-202">targeting deepfake</a> and revenge pornography while criticizing Democrats for their absence at the discussion.
What Happened: Speaking at a Capitol Hill roundtable on Monday, Trump reaffirmed her commitment to online safety through her revived "Be Best" initiative, calling on lawmakers to pass the "TAKE IT DOWN" Act, <a href="https://edition.cnn.com/2025/03/03/politics/melania-trump-online-behavior-solo-event/index.html">reported</a> CNN.&nbsp;
The <a href="https://www.benzinga.com/news/24/06/39377080/gop-led-bill-seeks-to-hold-facebook-instagram-x-and-other-platforms-responsible-for-policing-and-rem">bipartisan bill</a>, led by Sen. Ted Cruz (R-Tex.), criminalizes the distribution of nonconsensual intimate imagery, including AI-generated deepfake pornography, and mandates swift removal processes from social media platforms.
"In an era where digital interactions are integral to daily life, it is imperative that we safeguard children from mean-spirited and hurtful online behavior," Trump said.
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She shared the story of Elliston Berry, a 15-year-old Texas teen whose image was manipulated into explicit content and circulated online. Berry and her family will be guests at President Donald Trump's upcoming address to Congress.
The first lady also took a swipe at Democrats for largely skipping the discussion, stating, "I expected to see more Democrat leaders with us here today to address this serious issue."
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&#8217;s Important: Over the past year, AI-generated, <a href="https://www.benzinga.com/general/entertainment/24/01/36845419/satya-nadella-says-ai-generated-taylor-swift-deepfakes-are-alarming-and-terrible">nonconsensual pornographic</a> images have targeted a wide range of victims. These include high-profile figures like Taylor Swift and Rep. Alexandria Ocasio-Cortez. The voice alteration of former President Joe Biden last year also generated an uproar.
<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">Over 90% of all deepfake videos made are non-consensual sexually explicit images. Women are targeted 9 times out of 10. The DEFIANCE Act would be the first federal protection for survivors of deepfake pornography — allowing them to seek the justice they deserve. <a href="https://t.co/vTY0cvqCbe">pic.twitter.com/vTY0cvqCbe</a>
&mdash; Rep. Alexandria Ocasio-Cortez (@RepAOC) <a href="https://twitter.com/RepAOC/status/1795489693301145941?ref_src=twsrc%5Etfw">May 28, 2024</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
In January 2025, the U.K. government said that in Britain, producing and distributing <a href="https://www.benzinga.com/government/24/04/38262970/ai-generated-sexually-explicit-deepfakes-on-uk-government-radar-as-new-law-seeks-to-criminalize-them">sexually explicit &#8220;deepfakes&#8221;</a> will be classified as a criminal offense.
In August 2024, 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 said it <a href="https://www.benzinga.com/news/24/08/40089681/google-takes-action-against-deepfake-porn-in-search-results-as-others-like-mark-zuckerbergs-meta-and">implemented some online</a> safety tools to make removing explicit deepfakes from Search easier and reduce their visibility in search rankings.
Meta Platform, Inc.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) Bullying and Harassment policy bans &#8220;derogatory sexualized photoshop or drawings&#8221; on its platforms.
However, dozens of explicit, AI-generated images of celebrities like Ariana Grande, Scarlett Johansson, and Maria Sharapova circulated widely on Facebook last month. These posts received hundreds of thousands of likes and reshares before Meta eventually took them down, <a href="https://www.cbsnews.com/news/meta-facebook-sexualized-ai-deepfake-celebrity-images-spread/">reported</a> CBS.
Check out more of Benzinga&#8217;s Consumer Tech coverage by <a href="https://www.benzinga.com/topic/consumer-tech" target="_blank" rel="noreferrer noopener">following this link</a>.
Image via Shutterstock
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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.

Melania Trump Attacks Democrats For Skipping Key Discussion On Deepfakes — First Lady Wants Tougher Safeguards For Children

Anthropic, a leading AI company backed by Amazon.com, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) and Alphabet Inc.'s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) Google, has raised $3.5 billion in a Series E funding round, bringing its valuation to $61.5 billion.
What Happened: The funding round was led by Lightspeed Venture Partners with participation from Bessemer Venture Partners, Cisco Investments, D1 Capital Partners, Menlo Ventures, Salesforce Ventures, General Catalyst, Jane Street, and Fidelity Management &amp; Research Company, the company announced on Monday.
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<figure class="wp-block-image size-large"><img decoding="async" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/03202738/Screenshot-2025-03-04-at-6.57.30%E2%80%AFAM-1024x961.png" alt="" class="wp-image-807055" /><figcaption class="wp-element-caption">Source: LinkedIn</figcaption></figure>
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&#8217;s Important: Founded in 2021 by former OpenAI employees, Anthropic initially sought to raise $2 billion but exceeded expectations with an oversubscribed round, <a href="https://www.bloomberg.com/news/articles/2025-03-03/anthropic-finalizes-megaround-at-61-5-billion-valuation?srnd=phx-technology">reported</a> Bloomberg, citing people familiar with the discussion.
The company's revenue run rate has grown by 30% this year.
The investment follows <a href="https://www.benzinga.com/24/11/42141911/amazon-and-anthropic-deepen-4-billion-ai-partnership-with-claude-35-launch">previous backing from Amazon</a>, which invested an additional $4 billion in November, and Google, which contributed <a href="https://www.benzinga.com/25/01/43127416/anthropic-gains-big-with-google-backing-aiming-for-60-billion-valuation-and-surging-ai-revenue">$1 billion in January</a>.
Last week, Anthropic introduced an <a href="https://in.benzinga.com/25/02/43927621/anthropic-releases-most-intelligent-llm-yet-how-does-it-compare-to-openai-deepseek">upgraded version</a> of its AI model Sonnet, along with a new agent designed to automate software coding tasks.
Meanwhile, SoftBank Group is reportedly in discussions to lead a new funding round for ChatGPT-maker OpenAI. The <a href="https://www.benzinga.com/media/25/01/43374528/softbank-may-lead-openais-40-billion-funding-round-at-a-300-billion-valuation-despite-deepseek-disruption-report">deal could raise $40 billion</a> and value the company at $300 billion, marking a record for private company funding.
Elon Musk's xAI hit a <a href="https://www.benzinga.com/startups/24/11/42235738/in-just-16-months-elon-musk-achieved-with-xai-what-took-openai-nearly-nine-years-to-accomplish">$50 billion valuation</a> in November 2024. Perplexity AI, backed by Jeff Bezos, secured $500 million in December, <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">reaching a $9 billion valuation</a>.
Image via Shutterstock
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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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.

Amazon And Google Backed AI Firm Anthropic Secures $3.5 Billion At $61.5 Billion Valuation

On Monday, Warren Buffett's Berkshire Hathaway (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRK#NYSE">BRK</a>, BRK.B)) pulled ahead of Elon Musk's Tesla (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) in market value, showing just how much earnings matter in the stock market.&nbsp;
According to <a href="https://www.forbes.com/sites/dereksaul/2025/02/24/berkshire-hathaway-stock-rises-4-to-new-record-making-warren-buffett-6-billion-richer/">Forbes</a>, Berkshire's stock climbed 4.1%, pushing its market cap to about $1.08 trillion, while Tesla's shares slipped 2.2%, bringing its valuation down to roughly $1.04 trillion. That swap placed Berkshire in the seventh spot on the S&amp;P 500, nudging Tesla down to eighth.
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<h2 class="wp-block-heading">What's Behind the Market Shift?</h2>
Berkshire's rise comes on the back of a <a href="https://berkshirehathaway.com/news/feb2225.pdf">strong fourth-quarter</a>. The company posted $14.52 billion in pretax profit—far exceeding Wall Street's $12 billion estimate.&nbsp;
It also wrapped up 2024 with a staggering $334 billion in cash reserves, up from $325 billion the previous quarter, according to <a href="https://www.cashreview.com/2025/02/23/berkshire-operating-earnings-surge-71-in-fourth-quarter-cash-hoard-balloons-to-record-334-billion/">Cashreview</a>. With those solid numbers, investors are betting on Berkshire's steady hand.
Tesla, on the other hand, had a rougher earnings season. Fourth-quarter EPS landed at $0.73, missing the expected $0.77. <a href="https://www.theblock.co/amp/post/337873/tesla-sees-600-million-gain-from-bitcoin-in-q4">Dig a little deeper</a>, and a portion of that came from bitcoin gains, making its core earnings look even weaker.&nbsp;
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Since its Jan 29. <a href="https://digitalassets.tesla.com/tesla-contents/image/upload/IR/TSLA-Q4-2024-Update.pdf">earnings report</a>, Tesla's stock has tumbled around 15%, and analysts have cut their 2025 earnings estimates from $3.30 per share to $2.90, according to<a href="https://www.cnbc.com/"> </a><a href="https://www.investors.com/news/tesla-stock-price-target-cut/">Investors Business Daily</a>.
Despite the dip, Tesla's long-term backers still believe in its self-driving technology, upcoming EV models, and AI-powered robotics. But the recent stock movement makes it clear: even visionary companies need strong earnings to keep investors happy.
Tesla is also feeling the heat from competition, especially in Europe. Its sales in the region dropped 45% in January, with only 10,000 vehicles sold—while the overall European EV market grew 37%, according to <a href="https://www.marketwatch.com/story/tesla-sales-slid-by-nearly-50-across-europe-at-the-start-of-2025-e971fe93">MarketWatch</a>. Chinese automakers, offering cheaper and more tech-packed EVs, are making gains in the market.
And then there's Tesla's public image. Musk's political ties—including his association with the Trump administration—have stirred controversy, with some consumers even calling for boycotts. While Tesla still dominates the EV space, shifts in consumer sentiment could have lasting effects.
See Also: ‘Scrolling To UBI' — Deloitte's #1 fastest-growing software company allows users to earn money on their phones. <a href="https://www.benzinga.com/money/mode-mobile-2">You can invest today for just $0.26/share with a $1000 minimum.</a>
Berkshire and Tesla are both part of the exclusive trillion-dollar club, alongside Apple (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Microsoft (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), Amazon (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), Alphabet (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>, GOOG)), and Meta (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>).&nbsp;
These companies now account for roughly $18.2 trillion, or 34% of the S&amp;P 500's total market value. If Broadcom (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>) regains its trillion-dollar status, that share could jump to 36%, according to <a href="https://www.barrons.com/articles/warren-buffett-elon-musk-stock-76cfe6cf">Barrons</a>.
Most of these giants are betting big on AI, but Berkshire stands out as an outlier. Unlike its trillion-dollar peers, its strength comes from diversification rather than heavy investments in tech.&nbsp;
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Berkshire Hathaway Hits $1.07 Trillion Market Cap, Surpassing Tesla – Earnings Shock and Tesla's Decline Highlight Changing Markets

<a href="https://www.benzinga.com/topic/artificial-intelligence">The AI boom</a> continues to reshape the semiconductor landscape, and two key players — Marvell Technology Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) and Broadcom Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>) — are gearing up for their latest earnings reports.
With AI infrastructure spending accelerating and hyperscalers ramping custom silicon deployments, both companies stand to benefit. However, with distinct strategies and product roadmaps, the battle for AI dominance is heating up. 
Let's break down what's at stake for each ahead of their earnings results.
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<h2 class="wp-block-heading">Marvell: Riding The AI Networking Wave</h2>
Marvell reports its fourth quarter earnings on March 5 after the bell, and expectations are sky-high. JPMorgan analyst Harlan Sur forecasts January quarter revenue of $1.9 billion. That&#8217;s ahead of the $1.801 billion consensus, with April quarter guidance expected to surpass $2 billion.
AI momentum remains the key driver, particularly with the Trainium 2 ASIC ramp at AWS and increasing demand for 800G/1.6T AI optical networking products. Sur expects AI revenues to more than double this year, exceeding $3.5 billion. While competition looms with Amazon.com Inc's (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) next-gen 3nm AI ASIC, Marvell's multi-generational partnership with AWS keeps it well-positioned for growth.
<h2 class="wp-block-heading">Broadcom: Prepping For A Major 2H AI Surge</h2>
Broadcom reports first quarter earnings on March 6, with Sur expecting a solid beat. He projects January quarter revenue of $14.7 billion, slightly ahead of consensus ($14.6 billion). While April quarter guidance may be flattish to slightly up at $14.7–$14.9 billion, Broadcom's AI business is gearing up for a significant second-half ramp.
The TPU v6 3nm training chip with Alphabet Inc&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) Google is set to drive a sharp revenue increase, with AI revenues projected to cross $17 billion in FY25, a 40%+ year-over-year jump.
AI networking and custom ASICs remain the core catalysts, alongside Broadcom's VMware integration, which unlocks additional growth avenues.
<h2 class="wp-block-heading">The AI Showdown: Who Comes Out On Top?</h2>
Sur remains bullish on both stocks, calling them top picks in AI infrastructure. With hyperscalers doubling down on custom ASIC adoption and AI networking demand accelerating, Marvell and Broadcom are poised for strong years ahead. 
As the earnings showdown unfolds, investors will be watching to see which chip giant cements its lead in the AI race.
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Image: Shutterstock

Previews

MRVL

Marvell Vs. Broadcom: AI Arms Race Heats Up Ahead Of Earnings

Chipmaker Nvidia Corp., along with other artificial intelligence-linked stocks and exchange-traded funds, have plunged in 2025 despite the growing enthusiasm surrounding the sector. This expert who predicted the dot-com crash compares the AI-linked enthusiasm to instances that &#8220;sometimes leads to bubbles&#8221;.
What Happened: After the release of his latest memo, &#8216;On Bubble Watch,&#8217; in early January, Howard Marks, the co-founder and co-chairman of Oaktree Capital Management, spoke about how AI is poised to change the world in a <a href="https://www.oaktreecapital.com/insights/memo-podcast/behind-the-memo-on-bubble-watch">podcast</a> titled &#8216;Behind the Memo &#8211; On Bubble Watch&#8217; with Harry Whitelaw.
According to Marks, the novelty of AI places no limits on the potential and enthusiasm surrounding the sector. Having &#8220;no historical&#8221; base also aids to the unending enthusiasm for AI.
Highlighting these conditions, Marks said, &#8220;That's a great precursor for the kind of enthusiasm that sometimes leads to bubbles.&#8221;
&#8220;The thrill of the new thing and the fear of missing out is an incredibly powerful combination. I've seen it at work many times and it'll never stop, in my opinion,&#8221; he added.
These predictions came true as the AI-linked stocks and sectors have underperformed in 2025. Despite the emergence of <a href="https://www.benzinga.com/markets/equities/25/02/43995515/jensen-huang-says-deepseek-was-fantastic-next-gen-models-demand-100x-more-compute-as-nvidia-smashes-earnings-records">DeepSeek</a>, which according to many experts will only fuel the demand of AI, the weakness in the sector is evident after unbridled enthusiasm in 2024.
<figure class="wp-block-table is-style-stripes"> 
<table>
<tbody>
<tr>
<td>Stocks</td>
<td>YTD Performance</td>
<td>One Year Performance</td>
</tr>
<tr>
<td>Nvidia Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)</td>
<td>-9.76%</td>
<td>46.42%</td>
</tr>
<tr>
<td>Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>)</td>
<td>-1.01%</td>
<td>37.86%</td>
</tr>
<tr>
<td>Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>)</td>
<td>-5.16%</td>
<td>-4.32%</td>
</tr>
<tr>
<td>Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>)</td>
<td>-3.75%</td>
<td>19.36%</td>
</tr>
<tr>
<td>Alphabet Inc. Class C (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>)</td>
<td>-9.71%</td>
<td>28.26%</td>
</tr>
<tr>
<td>Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>)</td>
<td>11.51%</td>
<td>34.13%</td>
</tr>
<tr>
<td>Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>)</td>
<td>-22.74%</td>
<td>55.76%</td>
</tr>
<tr>
<td>Palantir Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>)</td>
<td>12.92%</td>
<td>253.18%</td>
</tr>
<tr>
<td>Oracle Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>)</td>
<td>0.02%</td>
<td>45.59%</td>
</tr>
</tbody>
</table>
</figure>
Broadly, the AI-linked ETFs have also largely underperformed in 2025.
<figure class="wp-block-table is-style-stripes"> 
<table>
<tbody>
<tr>
<td>ETF Name</td>
<td>YTD Performance</td>
<td>One Year Performance</td>
</tr>
<tr>
<td>iShares US Technology ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IYW#NYSE">IYW</a>)</td>
<td>-3.06%</td>
<td>14.53%</td>
</tr>
<tr>
<td>Fidelity MSCI Information Technology Index ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FTEC#NYSE">FTEC</a>)</td>
<td>-3.80%</td>
<td>13.40%</td>
</tr>
<tr>
<td>First Trust Dow Jones Internet Index Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FDN#NYSE">FDN</a>)</td>
<td>1.09%</td>
<td>20.90%</td>
</tr>
<tr>
<td>iShares Expanded Tech Sector ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IGM#NYSE">IGM</a>)</td>
<td>-2.19%</td>
<td>16.18%</td>
</tr>
<tr>
<td>iShares Global Tech ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IXN#NYSE">IXN</a>)</td>
<td>-2.50%</td>
<td>9.97%</td>
</tr>
</tbody>
</table>
</figure>
See Also: <a href="https://www.benzinga.com/markets/equities/25/01/42995814/billionaire-investor-who-predicted-the-dot-com-crash-25-years-ago-warns-of-another-market-storm-brewing-in-the-us">Billionaire Investor Who Predicted The Dot-Com Crash 25 Years Ago Warns Of Another Market Storm Brewing In The US</a>
Why It Matters: Famed investor Marks, who foresaw the dot-com bubble, once again sounded an alarm on Jan. 7, with his latest memo, &#8216;<a href="https://www.benzinga.com/markets/equities/25/01/42995814/billionaire-investor-who-predicted-the-dot-com-crash-25-years-ago-warns-of-another-market-storm-brewing-in-the-us">On Bubble Watch</a>&#8216;. He points to several &#8220;cautionary signs&#8221; in the current market, including soaring valuations, AI hype, and heavy reliance on mega-cap tech stocks. 
Marks also highlights research from JP Morgan Asset Management showing that high valuations like today&#8217;s often precede lackluster returns over the following decade. He cautions that investors should not ignore these warning signs, especially the elevated market valuations. Essentially asking to proceed with caution.
Price Action: The SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) and Invesco QQQ Trust ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>), which track the S&amp;P 500 index and Nasdaq 100 index, respectively, rose on Friday. The SPY was up 1.56% to $594.18, and the QQQ also advanced 1.56% to $508.10, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a> data.
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Photo courtesy: Oaktree Capital Management

First Trust Dow Jones Internet Index Fund

FTEC

iShares Trust S&P Global Information Technology Sector Index Fund

iShares Dow Jones US Technology Sector Index Fund

ORCL

Billionaire Investor Howard Marks Warns Against AI's 'Powerful' Novelty And FOMO As Nvidia, Other AI-Linked Stocks Tumble In 2025: Says This Enthusiasm 'Sometimes Leads To Bubbles'

Honor has ramped up its AI ambitions with a $10 billion investment over the next five years, alongside a deeper partnership with 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, as it looks to compete with Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) and Samsung Electronics Co. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>) in the global smartphone market.
What Happened: On Sunday, the Chinese smartphone maker, which spun off from Huawei Technologies in 2020, announced the investment at the Mobile World Congress in Barcelona, according to <a href="https://www.cnbc.com/2025/03/02/chinas-honor-pledges-10-billion-ai-investment-closer-google-ties.html">a</a> report by CNBC.
The funding aims to transform Honor from a smartphone manufacturer into an "AI device ecosystem company."
"This is not limited to our own devices, but also AI devices from different partners, so the different kinds of AI devices can talk to each other, and consumers can have more choices and seamless experiences," an Honor spokesperson told the publication.
See Also:&nbsp;<a href="https://www.benzinga.com/media/25/02/43996522/mrbeast-lost-millions-on-amazons-beast-games-now-hes-looking-to-raise-hundreds-of-millions-to-take-his-brand-to-the-next-level" target="_blank" rel="noreferrer noopener">MrBeast Lost Millions On Amazon's ‘Beast Games'—Now He's Looking To Raise Hundreds Of Millions To Take His Brand To The Next Level</a>
Honor also unveiled a proof-of-concept AI agent that can complete tasks such as booking restaurant reservations based on user preferences. The company is collaborating with Google and Qualcomm Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>) on the project, though it has not provided a release timeline.
In another move signaling closer ties with Google, Honor committed to seven years of Android updates and security patches for its Magic series flagship smartphones, aligning it with Google's Pixel and Samsung's Galaxy S series.
Subscribe to the&nbsp;<a href="https://bztechtrends.beehiiv.com/subscribe" target="_blank" rel="noreferrer noopener">Benzinga Tech Trends newsletter</a>&nbsp;to get all the latest tech developments delivered to your inbox.
Why It's Important: Honor has been working on expanding beyond China and targeting the premium smartphone market, competing with Apple and Samsung.
It has gained some traction with innovative devices, including foldable phones. However, it remains a minor player globally.
According to International Data Corp, <a href="https://www.benzinga.com/25/01/42986042/apple-sees-market-share-decline-in-2024-as-chinese-smartphone-brands-surge-globally-idc">global smartphone shipments</a> increased by 2.4% in the fourth-quarter of 2024, marking six straight quarters of growth. Chinese brands expanded their market share by offering both budget-friendly and premium devices in emerging markets.
IDC data also shows that Honor's market share outside China rose from 1.7% in 2023 to 2.3% in 2024.
Check out more of Benzinga&#8217;s Consumer Tech coverage by&nbsp;<a href="https://www.benzinga.com/topic/consumer-tech" target="_blank" rel="noreferrer noopener">following this link</a>.
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Disclaimer:&nbsp;This content was partially produced with the help of&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.
Photo courtesy: Shutterstock

Google And China's Honor Deepen AI Partnership As Huawei Spin-Off Takes On Apple And Samsung With $10 Billion Investment

Ross Gerber, CEO of Gerber Kawasaki Wealth and Investment Management, praised 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 autonomous vehicles while criticizing Tesla Inc.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) Full Self-Driving technology in a recent social media post, suggesting ride-hailing giant Uber Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NYSE">UBER</a>) could face business challenges from Waymo&#8217;s expansion.
What Happened: &#8220;Waymos working Santa Monica in scale now. Uber has got to be hurting from this,&#8221; Gerber wrote Sunday on X. &#8220;Everyone we talk to loves the Waymo experience. The cars drive with confidence in very difficult conditions. My tesla FSD is like a 12 year old driving next to a Waymo.&#8221;
This isn&#8217;t the first time Gerber has criticized <a href="https://www.benzinga.com/markets/equities/25/02/43583247/tesla-investor-ross-gerber-slams-fsd-on-cybertruck-as-not-usable-says-its-not-even-in-the-same-league-as-waymo">Tesla&#8217;s autonomous technology</a>. In early February, he reported &#8220;multiple disengagements over 40 miles&#8221; while testing FSD version 13.2.6 on the Cybertruck, describing it as &#8220;not usable&#8221; and stating Tesla&#8217;s technology is &#8220;not even in the same league as Waymo at this point.&#8221;
His assessment comes at a pivotal moment for Tesla&#8217;s autonomous driving ambitions. CEO Elon Musk recently predicted Tesla&#8217;s FSD would exceed human driving safety by the second quarter of 2025, but researcher Troy Teslike suggests Tesla is attempting to skip development steps that competitors like <a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/02/43576866/tesla-researcher-says-ev-giant-is-skipping-a-step-to-driverless-operations-it-took-waymo-three-years">Waymo spent years refining</a>.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Waymos working Santa Monica in scale now. Uber has got to be hurting from this. Everyone we talk to loves the Waymo experience. The cars drive with confidence in very difficult conditions. My tesla FSD is like a 12 year old driving next to a Waymo. <a href="https://twitter.com/search?q=%24goog&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$goog</a> <a href="https://twitter.com/search?q=%24tsla&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$tsla</a> <a href="https://twitter.com/search?q=%24uber&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$uber</a>
&mdash; Ross Gerber (@GerberKawasaki) <a href="https://twitter.com/GerberKawasaki/status/1896258104939135093?ref_src=twsrc%5Etfw">March 2, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
See Also: <a href="https://www.benzinga.com/25/03/44066830/junk-bond-warning-buffetts-tax-views-trumps-trust-musks-ubi-prediction-and-mortgage-rates-this-week-in-economy">Junk Bond Warning, Buffett&#8217;s Tax Views, Trump&#8217;s Trust, Musk&#8217;s UBI Prediction, And Mortgage Rates: This Week In Economy</a>
Why It Matters: Meanwhile, Goldman Sachs analyst Mark Delaney acknowledges &#8220;meaningful improvement&#8221; with FSD version 13 but maintains a cautious stance with a Neutral rating and $345 price target on Tesla stock. Delaney projects limited initial robotaxi revenue of <a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/01/43036902/tesla-stock-valuation-analyst-flags-long-term-growth-opportunities-robotaxis-fsd">approximately $115 million by 2027</a>.
Tesla faces additional challenges <a href="https://www.benzinga.com/markets/equities/25/02/43761581/ross-gerber-says-hes-eventually-selling-his-cybertruck-because-the-hate-is-real-as-protests-rock-tesla-showrooms">beyond technology concerns</a>. Gerber recently stated he intends to &#8220;eventually&#8221; sell his Cybertruck due to growing public animosity toward the Tesla brand, which he described as &#8220;broken.&#8221; This comes amid protests at Tesla showrooms across the U.S., targeting Musk&#8217;s role in the Trump administration&#8217;s Department of Government Efficiency.
The National Highway Traffic Safety Administration has also opened investigations into 2.6 million Tesla vehicles equipped with FSD following safety <a href="https://www.benzinga.com/25/01/42894743/tesla-ceo-elon-musk-says-fsd-will-be-safer-than-human-drivers-in-q2-2025">concerns and reported incidents</a>.
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Image Via Shutterstock 
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Tesla FSD 'Like a 12-Year-Old Driving' Compared To Waymo, Says Ross Gerber, Warning Uber 'Has Got To Be Hurting'

Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) co-founder Bill Gates&nbsp;admitted to a significant oversight that, according to an Android co-founder, cost the Windows-maker a $400 billion opportunity in the mobile sector.
What Happened: During an interview with Eventbrite&nbsp;CEO Julia Hartz, Gates acknowledged his mismanagement led to Microsoft missing out on developing a mobile operating system akin to Android.
Gates expressed that creating such an operating system should have been a natural win for Microsoft.
However, he cited mismanagement and antitrust issues as barriers that prevented the company from capitalizing on the opportunity.
Consequently,&nbsp;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&nbsp;acquired Android in 2005, launching its first device in 2008, while&nbsp;Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>)&nbsp;had already released the iPhone in 2007.
See Also: <a href="https://www.benzinga.com/tech/25/02/43820197/apple-unveils-iphone-16e-with-a18-chip-ai-features-599-price-tag">Apple Unveils iPhone 16e With A18 Chip, AI Features, $599 Price Tag</a>
Meanwhile, Android co-founder Rich Miner shared his perspective, stating he&nbsp;helped create Android to prevent&nbsp;Microsoft from dominating the mobile space as it did with personal computers.
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.
Miner humorously remarked on Gates&#8217; regrets, attributing Microsoft&#8217;s loss more to Gates&#8217; actions than he might realize.
"I helped Orange launch the first Windows Mobile phone in 2002, the SPV. I worried MSFT might end up controlling mobile like they did the PC, I wanted something more open. So, sorry Bill, you&#8217;re more responsible for losing the $400B than you realize," Miner said.
<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 literally helped create Android to prevent Microsoft from controlling the phone the way they did the PC &#8211; stifling innovation. So it&#39;s always funny for me to hear Gates whine about losing mobile to Android &#x1f923; Retweet if you think I should share our original pitch deck 1/2 <a href="https://t.co/urjZWK0yHE">pic.twitter.com/urjZWK0yHE</a>
&mdash; Rich Miner (@richminer) <a href="https://twitter.com/richminer/status/1879004092602982765?ref_src=twsrc%5Etfw">January 14, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
Despite this missed opportunity, Microsoft remains a leading global company, competing with Apple and Nvidia for the top spot in market valuation, thanks to its strategic investments in AI and other technologies.
Why It Matters:&nbsp;Gates&nbsp;has <a href="https://www.benzinga.com/tech/25/02/43806425/why-theres-no-new-steve-jobs-or-zuckerberg-bill-gates-names-the-only-20-something-founder-whos-still-in-the-game">often reflected</a> on his career and the decisions that shaped&nbsp;Microsoft&#8217;s trajectory. His recent acknowledgment of the mobile market misstep adds to a series of introspections.
Gates has <a href="https://www.benzinga.com/25/02/43755136/bill-gates-wanted-a-friend-to-take-charge-of-microsoft-due-to-regret-over-leaving-harvard-but-heres-why-he-panicked-and-dropped-out">previously expressed regret</a> over leaving Harvard to start Microsoft, a decision that, despite its success, left him with mixed feelings.
More recently, Gates has been <a href="https://www.benzinga.com/25/02/43900360/bill-gates-has-a-warning-for-the-next-generation-says-be-very-afraid-of-these-4-issues">vocal about the challenges</a> facing future generations, including the potential pitfalls of artificial intelligence, a sector where Microsoft is now heavily invested.
This context highlights Gates&#8217; ongoing influence and the lessons he continues to draw from his past, shaping both his personal outlook and Microsoft&#8217;s strategic direction.
<figure class="wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio"> 
<div class="wp-block-embed__wrapper">
<iframe loading="lazy" title="Bill Gates on Startups, Investing and Solving The World&#039;s Hardest Problems" width="500" height="281" src="https://www.youtube.com/embed/W5g4sPi1wd4?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
</div>
</figure>
Check out more of Benzinga&#8217;s Consumer Tech coverage by&nbsp;<a href="https://www.benzinga.com/topic/consumer-tech" target="_blank" rel="noreferrer noopener">following this link</a>.
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Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: Shutterstock

This Bill Gates 'Mistake' Cost Microsoft A $400 Billion Opportunity, According To Android Co-Founder: 'Sorry, Bill'

Tech giants that have <a href="https://www.benzinga.com/25/02/43653386/this-analyst-gives-three-reasons-to-trim-magnificent-seven-holdings-lowering-exposure-is-prudent">dominated Wall Street for two years are losing their grip</a>, with the so-called Magnificent Seven stocks shedding about $1.4 trillion in market value since December, <a href="https://www.bloomberg.com/news/articles/2025-02-25/magnificent-7-dips-into-correction-territory-with-tesla-lagging?srnd=homepage-americas&amp;embedded-checkout=true">Bloomberg reported Tuesday</a>. 
The <a href="https://www.bloomberg.com/professional/products/indices/quote/BM7T:IND">Bloomberg Magnificent Seven index</a>—tracking Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), Google parent Alphabet Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>, GOOGL)) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>), Amazon.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), Meta Platforms Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) and Tesla Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>)—has fallen roughly 10% from its December peak, officially entering correction territory.
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Tesla has been the hardest hit, followed by Microsoft and Alphabet. Elon Musk&#8216;s electric vehicle maker initially surged after President Donald Trump&#8216;s November election victory but has since faced declining sales and intensifying competition from Chinese rivals like BYD. 
Meta stands as the lone bright spot, bucking the downward trend as investors endorse its AI strategy. The Facebook parent recorded a 19<a href="https://www.benzinga.com/25/02/43726758/meta-platforms-could-break-winning-streak-missing-20th-day-of-gains-as-overbought-conditions-employee-layoffs-dampen-sentiment">-day winning streak in February</a>, adding more than $320 billion in market value. 
&#8220;The stock market has lost its leadership,&#8221; Jim Paulsen, an independent market strategist, told&nbsp; the <a href="https://www.ft.com/content/fa5d3b2d-b3b3-4bb4-a5a4-765b7560e02c">Financial Times</a>.
Trending: <a href="https://www.benzinga.com/money/startengine-own">The $1.3 Billion Startup Investment Boom: How This Company's Explosive Growth Is Opening Doors For Everyday Investors With A New $500 Minimum </a>
It's a pivot from 2023 and 2024, when the seven companies posted enormous gains and drove the broader market higher. The Magnificent Seven had surged more than 160% between the start of 2023 and the end of 2024, <a href="https://www.ft.com/content/fa5d3b2d-b3b3-4bb4-a5a4-765b7560e02c">according to the FT</a>, but the index has added just 1% so far this year. 
Investors are rotating into other sectors, with U.S. bank stocks attracting almost $2 billion in the week ended Feb. 3—the second-largest weekly inflow since 2008, according to Bank of America data cited by FT. Healthcare companies, European equities, gold, and smaller tech groups have also benefited from this repositioning.
See Also: If there was a new fund backed by Jeff Bezos offering a <a href="https://www.benzinga.com/money/arrived-private-credit-fund">7-9% target yield with monthly dividends would you invest in it</a>? 
Meanwhile, money is increasingly flowing toward privately held tech companies, with Anthropic, Coreweave, Databricks, OpenAI, Perplexity, ScaleAI and xAI—now dubbed the &#8220;Private Magnificent Seven,&#8221; seeing their cumulative valuation rise 40% between July and January, according to FT. 
Most market watchers view the broadening gains as healthy for what had become an expensive, top-heavy market. However, JPMorgan analysts led by Mislav Matejka caution that faster AI adoption and fewer barriers to entry could spell long-term trouble for the established tech giants. 
&#8220;Historically, it was never the incumbents which benefited from technological disruption, but the outsiders,&#8221; Matejka told FT.
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Wall Street Is Shying Away From The 'Mag-7' As $1.4 Trillion In Value Leaks Out

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>) stock is down more than 13% since the end of January and has now <a href="https://www.benzinga.com/markets/cryptocurrency/25/02/44048486/bitcoins-24-correction-mostly-technical-say-experts">entered oversold territory.&nbsp;</a>
What To Know: Alphabet's relative strength index fell to 29.17 on Thursday, its lowest since September 2024. The stock's RSI rebounded slightly on Friday to 29.51 at the time of publication, but remains below the 30 level traditionally used to mark a stock as "oversold."&nbsp;
Read Next: <a href="https://www.benzinga.com/general/market-summary/25/02/44051518/nvidia-tesla-lead-tech-stock-rebound-whats-driving-markets-friday">Nvidia, Tesla Lead Tech Stock Rebound: What&#8217;s Driving Markets Friday?</a>
The company faces multiple headwinds that may have sent investors running for the exit. Here's a look at some of Alphabet&#8217;s recent challenges:&nbsp;
Q4 Revenue Miss: Alphabet&#8217;s fourth-quarter earnings report released Feb.4 showed a slight miss in revenue, particularly in its cloud division. The shortfall, in a key growth area, raised concerns among investors and the stock dropped about 7% the next day. 
Regulatory Pressures: Alphabet faces several<a href="https://www.benzinga.com/news/legal/25/02/43930715/google-sued-over-ai-search-overviews-education-company-says-tech-giant-is-stealing-content-and-driving-publishers-out-of-business"> legal challenges</a>, including an ongoing antitrust case with the Department of Justice that is expected to be settled in mid-2025 and could result in the divestiture of key business segments, including Chrome and Android.
Additionally, China announced an antitrust probe into Alphabet in early February and the company is under investigation by the European Commission for potential violations of its Digital Markets Act.&nbsp;
AI Competition: Google faces potential threats to its search dominance from emerging AI technologies like OpenAI and DeepSeek. The company has<a href="https://www.benzinga.com/markets/equities/25/02/44031714/google-implements-layoffs-in-hr-and-cloud-divisions-as-ai-investment-accelerates-report"> initiated rounds</a> of layoffs in order to reallocate spending toward AI research and development.  
Alphabet also announced a significant increase in capital expenditure from $58 billion to $75 billion for the current year, much of which is AI-focused.&nbsp;
Time To Buy?&nbsp;
Some analysts view Alphabet's current oversold status as a buying opportunity given the stock has a strong balance sheet and is trading at a lower multiple compared to other Big Tech names.&nbsp;&nbsp;
The three most recent analyst ratings have an average price target of $226.67 between them, with an implied 31.74% upside for Alphabet shares. 
Read Next:&nbsp;
<ul>
<li><a href="https://www.benzinga.com/news/econ-s/25/02/44007082/q4-gdp-holds-at-2-3-after-minor-revision-in-second-estimate">Q4 GDP Holds At 2.3% After Minor Revision In Second Estimate&nbsp;</a></li>
</ul>
Image: Shutterstock

Large Cap

Movers

Alphabet Stock Enters Oversold Territory — Is It A Buying Opportunity?

Many of the top-performing stocks and assets in recent years have stumbled at the start of 2025, with Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) dropping to <a href="https://www.benzinga.com/markets/cryptocurrency/25/02/43987636/bitcoin-tumbles-below-85000-amid-president-trumps-eu-tariff-threats">a three-month low.</a>
Here's a look at the year-to-date performance of top 2024 assets and what's outperforming them.
What Happened: Bitcoin was a top performer in 2024, rising over 100% and hitting multiple all-time highs throughout the year, including shortly after Donald Trump won the 2024 presidency.
While Bitcoin rebounded in January, the leading cryptocurrency has since reversed course, down 10.4% year-to-date in 2025. Once seen as a hedge against interest rates, inflation, and macroeconomic concerns, Bitcoin is now declining alongside other traditionally perceived safe-haven assets.
Magnificent Seven stocks, which were also top performers in recent years, have also been underperformers in 2025, compared to the SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>). Here are the year-to-date returns.
<ul>
<li>Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>): -2.4%</li>
<li>Amazon.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>): -5.3%</li>
<li>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>): -10.4%</li>
<li>Meta Platforms (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>): +9.9%</li>
<li>Microsoft Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>): -6.4%</li>
<li>NVIDIA Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>): -12.8%</li>
<li>Tesla Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>): -24.5%</li>
</ul>
Compare that to the SPY, which is trading nearly even with its starting year price with a current share price of $585.03. At the time of writing, the ETF is up 39 cents on the year, or 0.07%.
Technology stocks have also outperformed in recent years, helping boost the investment returns of the Invesco QQQ Trust (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>). The ETF, which is heavily weighted in tech stocks, is down 2.0% year-to-date in 2025.
Read Also: <a href="https://www.benzinga.com/trading-ideas/technicals/25/02/44043021/tesla-the-only-magnificent-seven-stock-in-freefall-can-it-reverse-course">Tesla: The Only Magnificent Seven Stock In Freefall &#8211; Can It Reverse Course?</a>
The Outperformers: While Bitcoin, tech and the Magnificent Seven stocks are down year-to-date in 2025, there are several places that are outperforming the broad market.
One of the top places is the Dow Jones Industrial Average, tracked by the SPDR Dow Jones Industrial Average ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIA#NYSE">DIA</a>). The ETF is up 2.1% year-to-date in 2025, outperforming the SPY and QQQ. This often happens during periods of economic uncertainty or when industrial and manufacturing investments are stronger than technology investments.
Of the 30 Dow Jones Industrial Average stocks, 19 are positive year-to-date in 2025—a sharp contrast to the Magnificent Seven, where only one of seven stocks is in the green this year.
Among the Dow Jones Industrial Average stocks, these are the top gainers year-to-date that are each up by double digits:
<ul>
<li>Amgen Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMGN#NASDAQ">AMGN</a>): +17.5%</li>
<li>International Business Machines (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>): +16.4%</li>
<li>3M Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MMM#NYSE">MMM</a>): +14.2%</li>
<li>Coca-Cola (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KO#NYSE">KO</a>): +13.7%</li>
<li>Johnson &amp; Johnson (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JNJ#NYSE">JNJ</a>): +12.8%</li>
<li>Visa Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/V#NYSE">V</a>): +10.9%</li>
</ul>
Berkshire Hathaway Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRK#NYSE">BRK</a>, NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRK#NYSE">BRK</a>) shares are up 12.3% year-to-date in 2025, despite struggles from its top portfolio holding, Apple. The Warren Buffett-led conglomerate has a history of outperforming the S&amp;P 500, and 2025 could be another strong year.
Perhaps among the bigger surprises for outperformers in 2025 are Chinese stocks. Using <a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent022825&amp;t=be2bearmibe3na1">the Benzinga Pro </a>screener tool and looking for the top performing stocks year-to-date with market capitalizations of $1 billion or more revealed Xpeng Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XPEV#NYSE">XPEV</a>) and Alibaba Group Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) among the top performers up 82% and 57% respectively.
Chinese ETFs are also performing well in 2025, here are the returns of some of the largest:
<ul>
<li>KraneShares CSI China Internet ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KWEB#NYSE">KWEB</a>): +17.4%</li>
<li>iShares China Larce-Cap ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FXI#NYSE">FXI</a>): +17.2%</li>
<li>iShares MSCI China ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MCHI#NASDAQ">MCHI</a>): +15.9%</li>
</ul>
The strong returns of several Chinese stocks and the ETFs come as the country faces<a href="https://www.benzinga.com/news/global/25/02/44010093/trumps-plan-for-canada-mexico-china-tariffs-to-start-march-4-could-shake-stock-market"> proposed additional tariffs</a> from President Donald Trump.
With only two months of 2025 behind us, the landscape could change significantly in the next 10 months.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/trading-ideas/25/01/43403758/exclusive-this-magnificent-7-stock-will-feel-the-pinch-of-feds-rate-decision-poll-shows">EXCLUSIVE: This &#8216;Magnificent 7&#8217; Stock Will Feel The Pinch Of Fed&#8217;s Rate Decision, Poll Shows</a></li>
</ul>
Image created using artificial intelligence via Midjourney.

$BTC

AMGN

BABA

SPDR Dow Jones Industrial Average ETF Trust

KWEB

MCHI

XPEV

Bitcoin, Magnificent 7 Lose Safe-Haven Status In 2025 As China ETFs, Dow Stocks Outperform

A <a href="https://www.benzinga.com/etfs">unique new ETF</a> has debuted, offering investors an opportunity to align their financial goals with religious values — the JLens 500 Jewish Advocacy U.S. ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TOV#NYSE">TOV</a>). Interestingly, the ticker symbol &#8220;TOV&#8221; translates as &#8220;good&#8221; in Hebrew.
With a net expense ratio of just 18 basis points, the ETF will mirror the performance of the JLens 500 Jewish Advocacy U.S. Index.
Developed by JLens, an affiliate of the Anti-Defamation League (ADL), the ETF not only seeks financial returns but also aims to hold corporations accountable for their policies and actions. TOV primarily follows a replication strategy to track its index but may occasionally use representative sampling at the discretion of fund advisors. 
While the index does not concentrate heavily on any single industry, as of Oct. 31, 2024, it had significant exposure to the information technology sector.
Also Read: <a href="https://www.benzinga.com/trading-ideas/25/02/43975122/matrix-asset-advisors-unveils-new-active-etf-for-value-driven-investors">Matrix Asset Advisors Unveils New Active ETF For Value-Driven Investors</a>
JLens excludes companies that derive more than 5% of their revenue from industries that conflict with Jewish ethical and social values, such as for-profit prisons, tobacco, oil sands production and thermal coal extraction.
Companies that make the cut are further evaluated based on three core Jewish advocacy principles, namely, combating antisemitism, supporting Israel and improving the world, which includes ethical business practices, labor rights, social responsibility and environmental concerns.
Each company is then assigned a value score, determining its weight in the index. As of Nov. 1, 2024, 496 companies, including major players like Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), Berkshire Hathaway Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRK#NYSE">BRK</a>) (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRK#NYSE">BRK</a>), and Alphabet Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>)(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>), were included in the index.
<h1 class="wp-block-heading">Strong Backing From Jewish Organizations</h1>
The ETF <a href="https://www.businesswire.com/news/home/20250227623184/en/JLens-Launches-First-Ever-Jewish-Advocacy-ETF-TOV-on-NYSE-Backed-by-ADL-Foundation-and-Jewish-Organizations">launched </a>with over $100 million in seed capital from prominent Jewish organizations, including the ADL Foundation, the Atlanta Jewish Foundation, the Goodman Family Foundation and the Jewish United Fund of Metropolitan Chicago.
ADL data shows that the U.S. has recorded over 10,000 antisemitic incidents in the year following the October 7 attack. Additionally, JLens research found that more than 75 of the 500 largest U.S. companies were targeted by Boycott, Divest and Sanctions&nbsp;(BDS) campaigns in the past year, pressuring them to sever economic ties with Israel.
By combining financial performance with faith-based principles, TOV offers investors a unique way to make an impact while staying true to their values. With its launch, the Jewish community has a powerful tool to amplify its voice in corporate boardrooms and ensure that companies uphold ethical standards.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/etfs/sector-etfs/25/02/44050929/teslas-sharp-drop-sends-shockwaves-through-these-etfs">Tesla&#8217;s Sharp Drop Sends Shockwaves Through These ETFs</a></li>
</ul>
Photo: Shutterstock

Specialty ETFs

New ETFs

ETFs

JLens Launches TOV ETF, Merging Jewish Advocacy With Market Investing

Tesla Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) is having a rough ride in 2025, and the numbers don't lie. Among <a href="https://www.benzinga.com/topic/magnificent-seven">the Magnificent Seven</a>, Tesla is the worst-performing stock year to date, down a staggering 25.66%. 
No other MAG 7 stock comes close to that level of decline—Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), Amazon.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) and Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) are all down single digits, while Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and Alphabet Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) have also suffered, but nowhere near Tesla's slump.
<h2 class="wp-block-heading">The Lone Laggard Among Magnificent Seven Stocks</h2>
The electric vehicle giant is the only stock in the elite group that has dropped over 30% in just the past month. Even over the last five days, Tesla is down over 20%, while the rest of the magnificent seven stocks have seen far milder declines. 
Meanwhile, Nvidia, the AI darling, remains the best performer over the past year, up 55%, compared to Tesla's 40% gain.
Read Also: <a href="https://www.benzinga.com/markets/25/02/44005093/tesla-stock-has-fallen-nearly-40-from-december-peak-wiping-almost-137-billion-from-elon-musks-wealth">Tesla Stock Has Fallen Nearly 40% From December Peak, Wiping Almost $137 Billion From Elon Musk&#8217;s Wealth</a>
<h2 class="wp-block-heading">Tesla &#8211; A Valuation Outlier</h2>
Tesla's forward P/E ratio of 95.24 (per <a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent022825&amp;t=be2bearmibe3na1">Benzinga Pro</a> data) is sky-high compared to the rest of the MAG 7, with the second-highest being Apple at 32.26. Nvidia, the poster child of premium valuations, still trades at a much lower 28.09 forward P/E. 
Tesla's trailing P/E is even more extreme at 138.21, suggesting investors are still pricing in significant future growth despite the stock's pullback.
<h2 class="wp-block-heading">Revenue Growth &amp; Market Cap Woes</h2>
Tesla's forward revenue growth of 11.44% is solid but lags behind Nvidia's explosive 59.26% and Meta's 16.69%, per Seeking Alpha <a href="https://seekingalpha.com/symbol/TSLA/growth">data</a>. 
While Tesla still commands a massive market cap of $894.84 billion, it's a far cry from its trillion-dollar days, trailing well behind Apple, Nvidia, and Microsoft, each sitting above $2.9 trillion.
<h2 class="wp-block-heading">TSLA Stock Flashes Bearish Signals</h2>
<figure class="wp-block-image size-full"><a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent022825&amp;t=be2bearmibe3na1"><img loading="lazy" decoding="async" width="629" height="490" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/28085124/Screenshot-2025-02-28-at-7.21.03-PM.png" alt="" class="wp-image-803739" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/28085124/Screenshot-2025-02-28-at-7.21.03-PM.png 629w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/28085124/Screenshot-2025-02-28-at-7.21.03-PM-300x234.png 300w" sizes="(max-width: 629px) 100vw, 629px" /></a></figure>
<a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent022825&amp;t=be2bearmibe3na1" target="_blank" rel="noreferrer noopener">Chart created using Benzinga Pro</a>
TSLA stock, at $279.70, is trading below its five-day, 20-day and 50-day exponential moving averages, signaling strong bearish momentum and persistent selling pressure. The eight-day simple moving average (SMA) sits at $317.32, while the 20-day SMA is at $345.74—both indicating further downside risk.
Additionally, TSLA stock's 50-day SMA of $389.01 reinforces the bearish sentiment. However, the one silver lining is the 200-day SMA at $278.70, which is right below the current price, offering a potential long-term support level.
<h2 class="wp-block-heading">The Road Ahead</h2>
Tesla&#8217;s fundamentals show a company still growing, but at a time when the AI boom is dominating market narratives, EV demand concerns and margin pressures seem to be weighing on sentiment. 
With key technical indicators suggesting continued weakness, the question now: is Tesla's recent freefall an overreaction or a sign of deeper trouble? 
Investors will decide—but for now, it's the only MAG 7 stock firmly in the red for 2025.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/tech/25/02/44037023/tesla-cybertruck-inventory-swells-despite-discounts-falling-short-of-elon-musks-vision">Tesla Cybertruck Inventory Swells Despite Discounts, Falling Short of Elon Musk&#8217;s Vision</a></li>
</ul>
Photo: Shutterstock

Technicals

Tesla: The Only Magnificent Seven Stock In Freefall - Can It Reverse Course?

ByteDance&#8217;s TikTok committed $8.8 billion in <a target="_blank" href="https://www.benzinga.com/topic/thailand" rel="noreferrer noopener">data centers in Thailand</a> over five years, Reuters cited VP Helena Lersch on Friday.
<a target="_blank" href="https://www.benzinga.com/government/24/10/41462536/nvidia-accelerates-global-growth-eyes-ai-chip-development-in-india-and-expansion-in-thailand" rel="noreferrer noopener">Prior reports indicated</a> Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) eying investments in Thailand after&nbsp;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&nbsp;and&nbsp;Microsoft Corp&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) move as Southeast Asia becomes a hub for artificial intelligence data centers and component manufacturing.
Thailand has attracted multibillion-dollar investments in data centers and cloud infrastructure from&nbsp;Amazon.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), Google, and Microsoft.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/01/43198088/tiktok-ban-sparks-divide-oracle-backs-trump-while-apple-google-play-it-safe" rel="noreferrer noopener">TikTok Ban Sparks Divide: Oracle Backs Trump While Apple, Google Play It Safe</a>
Meanwhile, geopolitical tensions continue to intensify between the U.S. and China over access to advanced artificial intelligence and other semiconductor technology. Washington has imposed multiple semiconductor technology sanctions on China, restricting its access to technologies from the likes of Nvidia and Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>).
ByteDance&nbsp;<a target="_blank" href="https://www.benzinga.com/news/global/25/01/43153555/tiktok-parent-bytedance-plans-12-billion-ai-chip-investment-in-2025-to-bolster-global-ai-ambitions-amid-us-export-controls-report" rel="noreferrer noopener">reportedly plans to invest</a> over $12 billion in AI infrastructure by 2025. It has allocated nearly $5.5 billion for AI chip acquisitions within China and plans to invest around $6.8 billion overseas to&nbsp;improve its model training&nbsp;capabilities using Nvidia chips.
About 60% of ByteDance&#8217;s domestic semiconductor orders will likely be fulfilled by Chinese suppliers like&nbsp;Huawei Technologies and Cambricon. The remaining orders will involve Nvidia&#8217;s China-tailored chips.
In January, Thailand&#8217;s investment board announced a&nbsp;$3.8 billion deal.
Also Read:
<ul>
<li><a href="https://www.benzinga.com/government/regulations/25/02/44006332/nvidia-faces-new-ai-chip-challenge-as-huawei-gains-ground-in-china-despite-us-sanctions" target="_blank" rel="noreferrer noopener">Nvidia Faces New AI Chip Challenge As Huawei Gains Ground In China Despite US Sanctions</a></li>
</ul>
Photo by XanderSt on Shutterstock

Asia

Emerging Markets

TikTok Invests $8.8 Billion in Thailand Data Centers, Bypassing US-China Tech Tensions

Waymo is now serving over 200,000 paid trips in its robotaxis each week, Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) CEO Sundar Pichai said on Thursday.
What Happened: &#8220;Exciting new Waymo milestone: Waymo One is now serving 200k+ paid trips each week across LA, Phoenix and SF &#8211; that's 20x growth in less than two years!,&#8221; Pichai said in a post on social media platform X.
<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">Exciting new <a href="https://twitter.com/Waymo?ref_src=twsrc%5Etfw">@Waymo</a> milestone: Waymo One is now serving 200k+ paid trips each week across LA, Phoenix and SF &#8211; that's 20x growth in less than two years! Up next: Austin, Atlanta and Miami. <a href="https://t.co/K2bENRTjik">pic.twitter.com/K2bENRTjik</a>
&mdash; Sundar Pichai (@sundarpichai) <a href="https://twitter.com/sundarpichai/status/1895188101645082980?ref_src=twsrc%5Etfw">February 27, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
In late October, Waymo said that the company is now serving over 150,000 paid rides every week, implying that the company has added 50,000 rides per week in four months.
Waymo first started offering paid autonomous rides to members of the public in 2020 and currently operates its robotaxis in Phoenix, San Francisco, and Los Angeles.
The company also plans to operate its robotaxis in Austin and Atlanta starting in 2025 as part of its&nbsp;<a href="https://www.benzinga.com/markets/equities/24/09/40855784/uber-stock-spikes-as-ceo-praises-waymos-fully-autonomous-trips" target="_blank" rel="noreferrer noopener">partnership with Uber</a>.
In December, the company said that it would introduce its vehicle to streets in Miami in 2025 and launch ride-hail services to riders starting in 2026 via the Waymo One app.
Why It Matters: <a href="https://www.benzinga.com/news/24/09/40792410/us-autonomous-vehicle-sales-to-hit-230k-by-2034-after-progress-resumes-at-alphabets-waymo-gms-cruise" target="_blank" rel="noreferrer noopener">Waymo is currently the frontrunner&nbsp;</a>in the field of autonomous vehicles in the U.S.&nbsp;While General Motors' Cruise was at par with Waymo until 2023, it suspended all of its operations in the U.S. following the involvement of one of its robotaxis in an&nbsp;<a href="https://www.benzinga.com/news/23/10/35052444/self-driving-cruise-car-accident-leaves-pedestrian-trapped-and-injured-in-san-francisco" target="_blank" rel="noreferrer noopener">accident in San Francisco</a>, and it subsequently ceased operations in late 2024.
EV giant Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>), meanwhile, is also looking to start an <a href="https://www.benzinga.com/news/24/10/41288103/elon-musks-fully-autonomous-driving-dreams-now-scheduled-for-2025-but-regulatory-hurdles-stand-in-th" target="_blank" rel="noreferrer noopener">autonomous ride-hailing service</a> in Austin, Texas in June.
Tesla CEO Elon Musk envisions deploying the company's Model Y and Model 3 vehicles equipped with the company's full self-driving (FSD) driver assistance technology in Austin. While FSD currently requires active driver supervision, Musk and Tesla are optimistic that it can enable autonomous driving in time.
Musk said earlier this month that the company will also roll out robotaxis to American cities <a href="https://www.benzinga.com/news/25/02/44020824/tesla-seeks-california-ride-hailing-permit-amid-declining-ev-sales">beyond Austin before</a> the end of the year.
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>
Read Next:
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Date	Put/Call	Strike Price	Exp Date	DTE	Trade Vol	Day Vol	Vol / OI	OI	Trade Type	Sentiment
03:09 PMFeb 20, 2025	PUT	$190.00	Jan 15, 2027	681	1350	350	182	741	TRADE	BEARISH
03:08 PMFeb 20, 2025	PUT	$190.00	Jan 15, 2027	681	0	1000	0	741	TRADE	BEARISH
01:04 PMFeb 20, 2025	PUT	$185.00	Apr 17, 2025	43	970	700	18	5435	TRADE	BULLISH
11:19 AMFeb 20, 2025	CALL	$150.00	Jan 15, 2027	681	2923	146	384	762	TRADE	BEARISH
11:19 AMFeb 20, 2025	CALL	$150.00	Jan 15, 2027	681	2577	200	338	762	SWEEP	BULLISH
11:17 AMFeb 20, 2025	CALL	$150.00	Jan 15, 2027	681	2397	180	315	762	SWEEP	BULLISH
11:06 AMFeb 20, 2025	CALL	$150.00	Jan 15, 2027	681	1376	200	181	762	SWEEP	BULLISH
11:34 AMFeb 19, 2025	CALL	$150.00	Jan 16, 2026	317	207	110	2	12112	SWEEP	NEUTRAL
02:34 PMFeb 18, 2025	PUT	$130.00	Jan 15, 2027	681	1	2000	0	2250	TRADE	NEUTRAL
01:00 PMFeb 13, 2025	CALL	$100.00	Apr 17, 2025	43	72	70	267	27	SWEEP	BULLISH

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