$AAPL - $AAPL

Appleの空売り状況は、投資家がAppleの株価下落に賭けている度合いを知ることができます。空売りデータは2週間ごとに更新されます。

Apple (NASDAQ:AAPL) 株価情報, 空売り情報

APPLE INC

Apple

Apple is among the largest companies in the world, with a broad portfolio of hardware and software products targeted at consumers and businesses. Apple's iPhone makes up a majority of the firm sales, and Apple's other products like Mac, iPad, and Watch are designed around the iPhone as the focal point of an expansive software ecosystem. Apple has progressively worked to add new applications, like streaming video, subscription bundles, and augmented reality. The firm designs its own software and semiconductors while working with subcontractors like Foxconn and TSMC to build its products and chips. Slightly less than half of Apple's sales come directly through its flagship stores, with a majority of sales coming indirectly through partnerships and distribution.

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NVDA

アップル（NASDAQ：AAPL）は、企業として初めて、1兆ドルと3兆ドルの時価総額に到達した会社となった。同社は現在、4兆ドルの時価総額マイルストーンに向かっている3社の内の1社である。新しい調査がアップルがこの新しいマイルストーンを最初に突破するか予測している。

エヌビディア対マイクロソフト対アップル：株価が最初に4兆ドルに達するのはどれか？

Warren-Buffett-ai5

Equities

Large Cap

Broad U.S. Equity ETFs

ETFs

困難が迫ると、強者は動き出す。この格言は、2025年3月における株式市場に真実味があったと言えるだろう。つまり、ウォーレン・バフェット率いるバークシャー・ハサウェイ(Berkshire Hathaway Inc.)の株価が2010年以来の最も好調なパフォーマンスを示している。

バークシャー・ハサウェイ、2010年以来最良の2ヵ月間のパフォーマンスを記録、S&amp;P500を超える

What Apple Did

GOOGL

SSNLF

アップル（NASDAQ:AAPL）は、数年にわたり、折りたたみデバイスの開発に取り組んでいるとの噂が絶えない。新たな報告書によると、アップル初の折りたたみデバイスが2026年までに登場する可能性がある。

アップル株は、iPhoneの売り上げ減少で苦戦：2026年に初の折りたたみスマートフォンで逆転はあるのか？

Apple Inc

The past week was a whirlwind of activity in the tech sector, with major moves from industry giants and promising startups alike. From Palantir Technologies (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>) being touted as the next big AI winner to OpenAI making significant acquisitions and postponements, there&#8217;s a lot to catch up on. Let&#8217;s dive in.
Dan Ives Predicts Palantir&#8217;s AI Triumph
Tech analyst Dan Ives of Wedbush Securities has upped his price target for Palantir Technologies, hinting at a 12% increase from its current trading price over the coming year. Ives&#8217; confidence in Palantir&#8217;s AI strategy led him to raise his target price to $160 per share, labeling it as the firm&#8217;s &#8220;golden path to become an AI stalwart&#8221; in the next 12 months.
<a href="https://www.benzinga.com/analyst-stock-ratings/price-target/25/07/46339022/palantir-could-be-the-next-big-ai-winner-says-dan-ives-sees-12-pltr-stock-surge">Read the full article here.</a>
OpenAI Acquires Jony Ive&#8217;s AI Startup
OpenAI has successfully finalized its $6.5 billion acquisition of Jony Ive&#8217;s AI hardware startup, io Products. The deal brings the former Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) design chief and his team on board to develop a new generation of AI-native devices.
<a href="https://www.benzinga.com/markets/tech/25/07/46335969/openai-finalizes-6-5-billion-deal-to-acquire-jony-ives-ai-hardware-startup-heres-what-we-know-about-their-first-device">Read the full article here.</a>
See Also:&nbsp;<a href="https://benzinga.com/trading-ideas/long-ideas/25/07/46372755/nancy-pelosi-just-bought-tech-stock-at-71-discount-to-current-price-heres-how" target="_blank" rel="noreferrer noopener">Nancy Pelosi Just Bought Tech Stock At 71% Discount To Current Price—Here&#8217;s How</a>
Google Secures Windsurf Tech and Staff for $2.4B
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 finalized a $2.4 billion deal to license technology from AI coding startup Windsurf. The agreement also includes hiring Windsurf's CEO, Varun Mohan, cofounder Douglas Chen, and a select group of its key R&amp;D employees to join the Google DeepMind team.
<a href="https://www.benzinga.com/markets/tech/25/07/46380738/google-beats-openai-secures-windsurf-technology-ceo-and-key-staff-for-2-4-billion">Read the full article here.</a>
OpenAI Delays Open Model Release
OpenAI CEO Sam Altman announced that the company is postponing the release of its open model indefinitely to allow for additional safety testing. Altman emphasized the need for further safety evaluations and a review of high-risk areas.
<a href="https://www.benzinga.com/markets/tech/25/07/46380875/openai-postpones-open-model-release-indefinitely-we-need-time-says-sam-altman">Read the full article here.</a>
Elon Musk&#8217;s xAI Launches Grok 4
Elon Musk&#8217;s AI startup xAI has launched Grok 4, positioning it as the world's most powerful AI model. The new model debuts through SuperGrok Heavy, a premium subscription tier starting at $300 monthly that provides enhanced rate limits and early access to new features.
<a href="https://www.benzinga.com/markets/tech/25/07/46335602/elon-musk-s-xai-launches-grok-4-with-phd-level-ai-debuts-in-300-month-supergrok-tier">Read the full article here.</a>
Read Next:
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<li><a href="https://benzinga.com/news/22/10/29434093/elon-musk-teams-up-with-philippine-billionaire-for-satellite-internet-service-in-southeast-asia-repo" target="_blank" rel="noreferrer noopener">Elon Musk Teams Up With Philippine Billionaire For Satellite Internet Service In Southeast Asia: Report</a></li>
</ul>
Photo courtesy: Shutterstock

GOOG

PLTR

Grok 4, Palantir's AI Ambitions, Openai's Big Moves, And Google's $2.4 Billion Windsurf Deal: This Week In AI

The tech world was abuzz over the week with major developments from Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) and Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>). From leadership changes to innovative product rumors, here&#8217;s a quick recap of the weekend&#8217;s top stories.
Jeff Williams to Exit Apple
Long-serving Chief Operating Officer of Apple, Jeff Williams, who was once considered a potential successor to Tim Cook, is set to retire later this year. The tech giant announced on Tuesday that Williams&#8217; COO duties will be handed over to Sabih Khan later this month.
<a href="https://www.benzinga.com/markets/tech/25/07/46311533/jeff-williams-once-tipped-as-tim-cooks-successor-to-retire-from-apple">Read the full article here.</a>
Meta Snags Apple&#8217;s AI Chief
Mark Zuckerberg&#8217;s Meta Platforms has reportedly lured Ruoming Pang, the AI model lead at Apple, with a hefty compensation package. Pang, who led the team responsible for training Apple&#8217;s foundational models, is the latest addition to Meta&#8217;s superintelligence efforts.
<a href="https://www.benzinga.com/markets/tech/25/07/46288145/mark-zuckerbergs-meta-lures-away-apple-ai-chief-ruoming-pang-with-tens-of-millions-compensation-package-report">Read the full article here.</a>
See Also:&nbsp;<a href="https://benzinga.com/markets/tech/25/07/46380875/openai-postpones-open-model-release-indefinitely-we-need-time-says-sam-altman" target="_blank" rel="noreferrer noopener">OpenAI Postpones Open Model Release Indefinitely: &#8216;We Need Time,&#8217; Says Sam Altman</a>
Apple&#8217;s Foldable iPhone on the Horizon
Apple is expected to join the foldable smartphone race with the anticipated launch of the iPhone Fold next year. The tech behemoth has reportedly been working on the foldable iPhone for years, ensuring specifications and production are up to standard before a full launch.
<a href="https://www.benzinga.com/markets/tech/25/07/46356024/apples-foldable-iphone-could-land-in-2026-and-leave-samsung-playing-catch-up">Read the full article here.</a>
Apple&#8217;s $60 Billion Acquisition Buzz
With a massive $60+ billion cash reserve, Apple is once again in the spotlight. As rivals advance in AI, investors are speculating whether it&#8217;s time for Apple to make a bold move. This discussion gained traction after Apple confirmed that COO Jeff Williams will retire in 2025.
<a href="https://www.benzinga.com/markets/tech/25/07/46348639/apple-acquisition-buzz-60-billion-cash-reserve">Read the full article here.</a>
Analysts Suggest Apple Needs Product-Focused CEO
Analysts from LightShed Partners have suggested that Apple should consider a change in leadership to prioritize product innovation, particularly in AI. This suggestion comes in the wake of the impending departure of Apple's COO, Jeff Williams.
<a href="https://www.benzinga.com/markets/tech/25/07/46337313/apple-needs-product-focused-ceo-say-analysts-as-tim-cook-faces-heat-over-ai-failures-and-innovation-slump">Read the full article here.</a>
Read Next:
<ul class="wp-block-list">
<li><a href="https://benzinga.com/news/22/10/29434093/elon-musk-teams-up-with-philippine-billionaire-for-satellite-internet-service-in-southeast-asia-repo" target="_blank" rel="noreferrer noopener">Elon Musk Teams Up With Philippine Billionaire For Satellite Internet Service In Southeast Asia: Report &#8211; Benzinga</a></li>
</ul>
This story was generated using <a href="https://www.benzinga.com/author/benzinga-neuro">Benzinga Neuro</a> and edited by <a href="https://www.benzinga.com/author/Rounak-Jain" target="_blank" rel="noreferrer noopener">Rounak Jain</a>
Photo courtesy: Akhenaton Images/Shutterstock

Apple's Leadership Shake-Up, Meta's New Hire And The Anticipated iPhone Fold: This Week In Appleverse

An investor sparked a lively debate on Reddit&#8217;s <a href="https://www.reddit.com/r/stocks/comments/1lu1gkx/can_someone_eli5_how_the_sp500_can_keep_an/">r/stocks</a> after asking a simple but heavy question: How can the <a href="https://www.benzinga.com/money/sp-500-price-prediction">S&amp;P 500 continue to grow</a> at an average annual rate of 10% for another 30 years?&nbsp;
The user pointed out that if the index maintains that pace, its market cap would double roughly every seven years, ballooning from $52 trillion today to around $900 trillion by 2055.
<h2 class="wp-block-heading">Inflation, Globalization And Productivity</h2>
That number sounded &#8220;really stupid and impossible&#8221; to the original poster, who noted that with <a href="https://www.benzinga.com/news/health-care/25/06/46133755/elon-musk-says-people-need-to-have-3-kids-to-avoid-population-collapse-says-this-is-to-make-up-for-people-who-have-one-or-none">declining birth rates</a> and slowing population growth, the math just didn't add up. "Where is all this money going to come from?" they asked. "Even if we assume inflation wipes out half of that $900 trillion in growth of the S&amp;P 500 in today's money, that's still a ridiculous increase that makes no sense."
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But many Redditors disagreed or at least explained why it's not as crazy as it sounds. One of the top comments framed it this way: "In 1995 the S&amp;P 500 market cap was ~$3T&#8230;&nbsp; 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>), and Apple (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) today are all individually larger than the entire S&amp;P 500 was in 1995. It's unfathomable."
Several investors pointed out that this kind of growth has happened before and could happen again because of inflation, global expansion and <a href="https://www.benzinga.com/economics/24/03/37594210/promising-signs-for-productivity">major leaps in productivity</a>.
&#8220;S&amp;P500 companies don't only sell in America," one added. "All the big U.S. companies are just getting started with their globalization," pointing to China and India and their <a href="https://www.benzinga.com/markets/equities/25/04/44851085/why-india-china-and-brazil-are-potential-safe-havens-for-investors">growing middle class</a>.&nbsp;
Another commenter chimed in: "Half the world&#8217;s population lives on $7 a day, so I would say there is room for plenty of growth even if population growth slows down."
Trending: The secret weapon in billionaire investor portfolios that you almost certainly don't own yet. <a href="https://www.benzinga.com/money/masterworks">See which asset class has outpaced the S&amp;P 500 (1995-2024) – and with near-zero correlation.</a>
<h2 class="wp-block-heading">Not Everyone's Buying The Optimism</h2>
Other Redditors were more skeptical. For example, one said that population growth, a major tailwind in the past, is slowing down significantly. "Returns will not be what they have been on a market-wide level," they argued. "Large companies finding increased markets via globalization will not be enough."
Another user took issue with the assumption that historical trends will keep repeating. "You are assuming that the tailwinds of interest rates, taxes, suppression of labor wages will continue to trend the same way," they wrote. "Any of those trends continuing to the point we have multiple companies&#8230; having wealth bigger than many countries combined, could result in the kind of social unrest preventing that growth."
Still, others offered a middle-ground take: yes, inflation will play a big role, and yes, some technological innovations might drive value, but don't expect a repeat of the past 30 years. "Past performance does not indicate future results," one person reminded.
See Also: <a href="https://www.benzinga.com/money/gbr-savings-by-age">If You're Age 35, 50, or 60: Here&#8217;s How Much You Should Have Saved Vs. Invested By Now</a>
<h2 class="wp-block-heading">A Bet On Innovation Or Just Inflation?</h2>
Many pointed to advancements in AI, renewable energy, automation and healthcare as areas that could push corporate profits higher, even with slower consumer growth. "Humans are a dynamic, innovative species," one commenter said. "We may well find the world unrecognizable in 30 years."
Others focused on the U.S. dollar itself. "If you divide the S&amp;P 500 over the money supply, you get almost a constant," they argued. "It has never been true growth&#8230; just almost keeping purchasing power."
So, is the idea of a $900 trillion S&amp;P 500 absurd? Depends on who you ask. But most Redditors agreed on one thing: inflation will do a lot of the heavy lifting, and whether it's real growth or just more dollars chasing assets, the index might keep climbing.
Read Next: Over the last five years, the price of gold has increased by approximately 83% — Investors like Bill O&#8217;Reilly and Rudy Giuliani are using this platform to <a href="https://www.benzinga.com/money/american-hartford-gold">create customized gold IRAs to help shield their savings from inflation and economic turbulence.&nbsp;</a>
Image: Shutterstock

News

A $900 Trillion S&P 500? Reddit Debates The Math Behind 10% Market Growth Rate For Another 30+ Years

If Elon Musk ever writes a self-help book, chapter one might be titled "Insult First, Pitch Later." Because when it comes to Warren Buffett, Musk has made one thing abundantly clear: he's not a fan of the whole "sit around and read reports" lifestyle — but he would like Buffett to write a <a href="https://www.benzinga.com/personal-finance/25/05/45301579/elon-musk-says-we-didnt-come-up-with-the-name-tesla-bought-it-for-75k-after-sending-the-nicest-guy-to-camp-out-at-the-owners-doorstep">very big check to Tesla</a> (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>).
It all started in 2020 when Musk dropped by <a href="https://youtu.be/RcYjXbSJBN8?si=Ss_6KDL5Cpdm2PE2">"The Joe Rogan Experience"</a> and casually roasted Buffett's day job. "To be totally frank, I'm not his biggest fan," Musk said. "He does a lot of capital allocation. He reads a lot of annual reports of companies and all the accounting — and it's pretty boring, really."
Musk didn't stop there. In the same breath, he threw shade at the entire financial and legal profession, saying, "We should have fewer people doing law and fewer people doing finance, and more people making stuff."
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Later that year, Musk doubled down in a <a href="https://www.nytimes.com/2020/07/25/style/elon-musk-maureen-dowd.html">New York Times interview</a> with Maureen Dowd during a round of "Confirm or Deny." When prompted with, "Warren Buffett is overrated," Musk didn't give a straight answer. Instead, he laughed and said, "Hahaha. Um, I think he has managed to create a great image for himself as a <a href="https://www.benzinga.com/personal-finance/25/02/43496879/elon-musk-said-warren-buffett-managed-to-create-a-great-image-as-a-kindly-grandfather-but-thinks-thats-maybe-overstating-the-case">kindly grandfather, which is maybe overstating the case</a>."
Then came 2021, when Time named Musk its Person of the Year — and gave him another chance to repeat himself with more flair. "I'm not Warren Buffett's biggest fan, frankly," he <a href="https://youtu.be/PbVSZvC7UxY?si=nKLe8-6PVPNJMVkQ">said in the interview</a>. "He sits there and reads all these annual reports, which are super boring." Musk added, "Does anybody want that job? I think most people do not. I don't want that job."
Still, even while dragging Buffett's job description, Musk couldn't deny the value Buffett brings to the table. "He's not engaged in insane, conspicuous consumption. So you have to say, ‘Sure, he's got a high net worth, but he's doing a useful job for the economy, and he's very skilled at it and should probably keep doing it.'"
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And just to make sure no one thought his criticism was new, Musk's Buffett commentary dates all the way back to Tesla's 2018 earnings call, when he mocked Buffett's investment philosophy around "moats" — the idea of protecting a company with a durable competitive edge. "First of all, I think moats are lame," Musk declared. "They're nice in a sort of quaint, vestigial way. But if your only defense against invading armies is a moat, you will not last long. What matters is the pace of innovation."
Buffett, of course, didn't take the bait. During the 2018 Berkshire Hathaway (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRK#NYSE">BRK</a>, BRK.B)) shareholder meeting, he responded with Buffett-esque calm and candy-coated sarcasm: "Certainly you should be working on improving your own moat and defending your own moat all the time. And Elon may turn things upside down in some areas. I don't think he'd want to take us on in candy."
But fast forward a few years, and Musk — despite all the digs — wanted Buffett to do what he does best: invest. "He should take a position in Tesla. It's an obvious move," Musk <a href="https://x.com/elonmusk/status/1787325206677401672">posted on X last year</a>, replying to a user who suggested Berkshire Hathaway ditch its $135 billion Apple stake and go all-in on Tesla instead.
See Also: Named a TIME Best Invention and Backed by 5,000+ Users, Kara's Air-to-Water Pod Cuts Plastic and Costs — <a href="https://www.benzinga.com/money/americans-spend-1000-per-year-on-plastic-water-bottles-kara-pod-gives-you-clean-drinking-water-by-pulling-moisture-from-the-air">And You Can Invest At Just $6.37/Share</a>
Timing-wise, the comment landed just after Berkshire's annual shareholder meeting, where Buffett revealed the company had trimmed its Apple (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) position by about 10%. For context, Buffett and the late Charlie Munger had long expressed skepticism toward the auto industry, calling it capital-intensive and brutally competitive. But they weren't completely closed off to EVs — Berkshire has held a stake in <a href="https://www.benzinga.com/startups/25/10/41120804/574616">Chinese EV giant BYD since 2008</a>.
Still, Musk seemed to carry a grudge — or at least a long memory. In a February 2022 X post, he <a href="https://www.benzinga.com/startups/25/02/43531005/elon-musk-recalls-a-lunch-where-charlie-munger-listed-all-the-reasons-tesla-would-fail-made-me-quite-sad-but-i-told-him-i-agreed">revisited a meeting with Munger over a decade ago</a>. "I was at a lunch with Munger in 2009 where he told the whole table all the ways Tesla would fail," Musk wrote. "Made me quite sad, but I told him I agreed with all those reasons and that we would probably die, but it was worth trying anyway."
So, to recap: Musk thinks Buffett's job is painfully boring, thinks Buffett's investment philosophy is outdated, isn't his "biggest fan" — but also really wants Buffett's backing. If nothing else, Musk has mastered the art of keeping his frenemies close… and maybe within investing range.
Read Next: <a href="https://www.benzinga.com/money/are-you-rich">Are you rich?</a> Here&#8217;s what Americans think you need to be considered wealthy.
Image: Shutterstock

Personal Finance

TSLA

Elon Musk Said He's Not Warren Buffett's 'Biggest Fan' And Finds His Job 'Super Boring' — But Also Really Wanted Him To Invest In Tesla

<a href="https://www.businessinsider.com/apple-f1-streaming-bidding-rights-espn-movie-2025-7#:~:text=The%20rights%20are%20currently%20held,a%20source%20familiar%20with%20negotiations" title="https://www.businessinsider.com/apple-f1-streaming-bidding-rights-espn-movie-2025-7#:~:text=The%20rights%20are%20currently%20held,a%20source%20familiar%20with%20negotiations">https://www.businessinsider.com/apple-f1-streaming-bidding-rights-espn-movie-2025-7#:~:text=The%20rights%20are%20currently%20held,a%20source%20familiar%20with%20negotiations</a>.

FWONA

FWONK

"Apple Is Poised To Win The Rights To Stream F1 Racing In The U.S.; Apple Has Submitted A Bid Worth At Least $150M A Year To Stream Formula 1 Races Starting In 2026" - Business Insider

Wall Street posted fresh all-time highs this week, fueled by a relentless rally in Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), which became the first company in history to surpass a $4 trillion market capitalization, igniting optimism across the<a href="https://www.benzinga.com/tech"> tech and AI sectors.</a>
The chipmaker extended its winning streak to a seventh straight week — and the 11th in the last 12 — nearly doubling its share price from early April lows in just over three months.
This surge pushed the combined market value of the so-called Magnificent Seven — Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), 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>), Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>), Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>), Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) and Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) — to a staggering $18.3 trillion.
Chart Of The Week: Nvidia Has Now Rallied 90% Since April&#8217;s Tariff Turmoil
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="525" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/11154407/image-140-1024x525.png" alt="" class="wp-image-982442" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/11154407/image-140-1024x525.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/11154407/image-140-300x154.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/11154407/image-140-768x394.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/11154407/image-140-1536x788.png 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/11154407/image-140-2048x1050.png 2048w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
President Donald Trump reignited trade war concerns, announcing a 35% tariff on Canadian imports starting Aug. 1. He also proposed blanket tariffs of 15% to 20% on most other U.S. trading partners. Additionally, the administration unveiled 50% duties on copper and Brazilian goods, all set to kick in on the same day.
Trump also escalated his feud with the Federal Reserve. On Wednesday, he called for an aggressive three-percentage-point rate cut, arguing that each point costs the U.S. $360 billion annually in debt service.
The Fed remains cautious. Minutes from the June 17–18 FOMC meeting revealed that most officials expect to cut rates later this year. Still, Chicago Fed President Austan Goolsbee pushed back, saying debt costs shouldn&#8217;t drive monetary policy. He reiterated the central bank's dual mandate: price stability and full employment.
Airline stocks outperformed this week. Delta Air Lines Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DAL#NYSE">DAL</a>) surged 12% on Thursday after beating earnings expectations and reaffirming its full-year profit forecast. Optimism spilled over to United Airlines Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/UAL#NASDAQ">UAL</a>), Southwest Airlines Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LUV#NYSE">LUV</a>) and American Airlines Group Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAL#NASDAQ">AAL</a>), as investors bet on a strong summer quarter for the travel sector.
Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) also broke records, soaring past $118,000. The iShares Bitcoin Trust (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/IBIT#NASDAQ">IBIT</a>) — the world's largest crypto-related exchange-traded fund — posted inflows in 12 of the past 13 weeks, reflecting surging institutional interest in the top cryptocurrency.
Read now: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/07/46348036/trump-trade-regional-bank-stocks-2025">This Trump Trade Boomed After Election—Now It May Be Making A Comeback</a></li>
</ul>
Photo: Shutterstock

Macro Economic Events

Econ #s

Economics

$BTC

AMZN

IBIT

Wall Street Hits Record Highs As Nvidia Tops $4 Trillion, Trump Ramps Up Trade Tensions: This Week In Markets

<a href="https://www.politico.eu/article/victory-eu-donald-trump-meta-tax-digital/" title="https://www.politico.eu/article/victory-eu-donald-trump-meta-tax-digital/">https://www.politico.eu/article/victory-eu-donald-trump-meta-tax-digital/</a>

Politics

Global

General

'Victory For Trump As EU Backs Down On Digital Taxes In Next Budget; The European Commission Has Dropped Plans To Levy A Tax On Digital Companies' - Politico

JPMorgan Chase CEO Jamie Dimon issued a stark message to European leaders this week: the continent is steadily falling behind the United States, and financial markets now expose just how wide <a href="https://www.benzinga.com/markets/eurozone">the gap has become.</a>
At a conference in Dublin organized by Ireland's foreign ministry, Dimon warned that Europe is slipping in the global economic race. Over the past 10 to 15 years, he noted, the region's share of global output has dropped sharply compared to the U.S.
"Europe has gone from 90% U.S. GDP to 65% over 10 or 15 years. That's not good. You're losing," Dimon said.
He pointed to sluggish growth, outdated regulation, and insufficient investment as key reasons why the EU is falling behind both the U.S. and China.
While Dimon's focus was on economic differences in terms of GDP, the numbers coming out of stock markets reveal an even deeper structural divide between the U.S. and Europe.
<h2 class="wp-block-heading">Market Caps Tell An Even Bigger Divergence Story</h2>
The combined market capitalization of America's Magnificent Seven—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>), Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</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 now soared past $18.3 trillion.
<figure class="wp-block-table is-style-stripes"> 
<table class="has-fixed-layout">
<thead>
<tr>
<th>Top U.S. Tech Giants</th>
<th>Market Cap</th>
</tr>
</thead>
<tbody>
<tr>
<td>Nvidia</td>
<td>$4.08T</td>
</tr>
<tr>
<td>Microsoft</td>
<td>$3.74T</td>
</tr>
<tr>
<td>Apple</td>
<td>$3.15T</td>
</tr>
<tr>
<td>Amazon</td>
<td>$2.39T</td>
</tr>
<tr>
<td>Alphabet</td>
<td>$2.20T</td>
</tr>
<tr>
<td>Meta</td>
<td>$1.81T</td>
</tr>
<tr>
<td>Tesla</td>
<td>$995B</td>
</tr>
<tr>
<td>Total</td>
<td>$18.37T</td>
</tr>
</tbody>
</table>
</figure>
By contrast, the top seven companies in Europe—including SAP SE (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAP#NYSE">SAP</a>), Novo Nordisk A/S (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVO#NYSE">NVO</a>), ASML Holding N.V. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASML#NASDAQ">ASML</a>), Hermès International SCA (OTCPK: HESAY), LVMH Moët Hennessy Louis Vuitton SE (OTCPK: LVMUY), Roche Holding AG (OTCPK: RHHBY), and Nestlé S.A. (OTCPK: NSRGY)—are worth just $2.1 trillion combined.
The gap is staggering. The U.S. tech giants are now worth over nine times as much as Europe's largest companies.
<figure class="wp-block-table is-style-stripes"> 
<table class="has-fixed-layout">
<thead>
<tr>
<th>Top EU Corporates</th>
<th>Market Cap</th>
</tr>
</thead>
<tbody>
<tr>
<td>SAP</td>
<td>$359B</td>
</tr>
<tr>
<td>Novo Nordisk</td>
<td>$317B</td>
</tr>
<tr>
<td>ASML</td>
<td>$314B</td>
</tr>
<tr>
<td>Hermès</td>
<td>$303B</td>
</tr>
<tr>
<td>LVMH</td>
<td>$295B</td>
</tr>
<tr>
<td>Roche</td>
<td>$265B</td>
</tr>
<tr>
<td>Nestlé</td>
<td>$252B</td>
</tr>
<tr>
<td>Total</td>
<td>$2.11T</td>
</tr>
</tbody>
</table>
</figure>
Over the past 20 years, the SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) – which tracks the S&amp;P 500 – has outperformed the SPDR DJ Euro STOXX 50 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FEZ#NYSE">FEZ</a>) by a staggering 244%.
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="525" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/11124301/image-139-1024x525.png" alt="" class="wp-image-982188" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/11124301/image-139-1024x525.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/11124301/image-139-300x154.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/11124301/image-139-768x394.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/11124301/image-139-1536x788.png 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/11124301/image-139-2048x1051.png 2048w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
"We've got this huge, strong market and our companies are big and successful, have huge kinds of scale that are global. You have that, but less and less," he said.
Dimon's comments add to growing concern across the continent. Last year, former European Central Bank chief Mario Draghi called for €800 billion per year in industrial investment to help Europe remain globally competitive.
Yet, despite repeated calls for reform, European stock markets continue to lag behind as U.S. firms dominate in scale, innovation and investor interest.
Read Next:
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<li><a href="https://www.benzinga.com/markets/eurozone/25/07/46354754/greece-stock-market-2025-rally-grek-etf-banks">The Market Everyone Gave Up On Is Crushing Nasdaq 100 In 2025 </a></li>
</ul>
Photo: lev radin / Shutterstock.com

Eurozone

ASML

HESAY

LVMUY

Nestle Sponsored representing Registered Shares Series B

NSRGY

RHHBY

Magnificent 7 Crush EU Giants—Jamie Dimon Tells Europe: 'You're Losing'

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders will search for circumstances when the market estimation of an option diverges heavily from its normal worth. High amounts of trading activity could push option prices to exaggerated or underestimated levels. 
Below are some instances of options activity happening in the Information Technology sector: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>MSTR</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>07/11/25</td>
<td>$430.00</td>
<td>$50.0K</td>
<td>10.7K</td>
<td>35.6K</td>
</tr>
<tr>
<td>AMD</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/18/25</td>
<td>$145.00</td>
<td>$31.1K</td>
<td>18.8K</td>
<td>19.4K</td>
</tr>
<tr>
<td>ORCL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>07/18/25</td>
<td>$240.00</td>
<td>$28.8K</td>
<td>8.7K</td>
<td>5.5K</td>
</tr>
<tr>
<td>PLTR</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>07/18/25</td>
<td>$143.00</td>
<td>$94.8K</td>
<td>1.0K</td>
<td>4.5K</td>
</tr>
<tr>
<td>CRWV</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>07/18/25</td>
<td>$135.00</td>
<td>$196.5K</td>
<td>1.4K</td>
<td>4.0K</td>
</tr>
<tr>
<td>INTC</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/11/25</td>
<td>$23.00</td>
<td>$25.5K</td>
<td>10.2K</td>
<td>3.8K</td>
</tr>
<tr>
<td>CIFR</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>08/29/25</td>
<td>$4.50</td>
<td>$34.5K</td>
<td>0</td>
<td>1.7K</td>
</tr>
<tr>
<td>PANW</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$200.00</td>
<td>$54.2K</td>
<td>2.4K</td>
<td>1.6K</td>
</tr>
<tr>
<td>AAPL</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>08/01/25</td>
<td>$195.00</td>
<td>$48.0K</td>
<td>3.6K</td>
<td>1.6K</td>
</tr>
<tr>
<td>ACN</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>08/01/25</td>
<td>$265.00</td>
<td>$99.8K</td>
<td>88</td>
<td>802</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These itemized elaborations have been created using the accompanying table. 
• For MSTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>), we notice a call option trade that happens to be bearish, is expiring today. Parties traded 200 contract(s) at a $430.00 strike. The total cost received by the writing party (or parties) was $50.0K, with a price of $250.0 per contract. There were 10796 open contracts at this strike prior to today, and today 35666 contract(s) were bought and sold. 
• For AMD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), we notice a call option sweep that happens to be bearish, expiring in 7 day(s) on July 18, 2025. This event was a transfer of 74 contract(s) at a $145.00 strike. This particular call needed to be split into 24 different trades to become filled. The total cost received by the writing party (or parties) was $31.1K, with a price of $421.0 per contract. There were 18819 open contracts at this strike prior to today, and today 19469 contract(s) were bought and sold. 
• Regarding ORCL (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>), we observe a call option sweep with bullish sentiment. It expires in 7 day(s) on July 18, 2025. Parties traded 200 contract(s) at a $240.00 strike. This particular call needed to be split into 6 different trades to become filled. The total cost received by the writing party (or parties) was $28.8K, with a price of $144.0 per contract. There were 8734 open contracts at this strike prior to today, and today 5527 contract(s) were bought and sold. 
• For PLTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>), we notice a put option trade that happens to be bullish, expiring in 7 day(s) on July 18, 2025. This event was a transfer of 300 contract(s) at a $143.00 strike. The total cost received by the writing party (or parties) was $94.8K, with a price of $316.0 per contract. There were 1072 open contracts at this strike prior to today, and today 4516 contract(s) were bought and sold. 
• For CRWV (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>), we notice a call option trade that happens to be neutral, expiring in 7 day(s) on July 18, 2025. This event was a transfer of 673 contract(s) at a $135.00 strike. The total cost received by the writing party (or parties) was $196.5K, with a price of $292.0 per contract. There were 1475 open contracts at this strike prior to today, and today 4082 contract(s) were bought and sold. 
• For INTC (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), we notice a call option sweep that happens to be bearish, is expiring today. Parties traded 500 contract(s) at a $23.00 strike. This particular call needed to be split into 8 different trades to become filled. The total cost received by the writing party (or parties) was $25.5K, with a price of $51.0 per contract. There were 10272 open contracts at this strike prior to today, and today 3859 contract(s) were bought and sold. 
• For CIFR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CIFR#NASDAQ">CIFR</a>), we notice a put option sweep that happens to be bullish, expiring in 49 day(s) on August 29, 2025. This event was a transfer of 1380 contract(s) at a $4.50 strike. This particular put needed to be split into 29 different trades to become filled. The total cost received by the writing party (or parties) was $34.5K, with a price of $25.0 per contract. There were 0 open contracts at this strike prior to today, and today 1732 contract(s) were bought and sold. 
• Regarding PANW (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>), we observe a call option trade with bullish sentiment. It expires in 35 day(s) on August 15, 2025. Parties traded 175 contract(s) at a $200.00 strike. The total cost received by the writing party (or parties) was $54.2K, with a price of $310.0 per contract. There were 2473 open contracts at this strike prior to today, and today 1694 contract(s) were bought and sold. 
• For AAPL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), we notice a put option sweep that happens to be bullish, expiring in 21 day(s) on August 1, 2025. This event was a transfer of 400 contract(s) at a $195.00 strike. This particular put needed to be split into 6 different trades to become filled. The total cost received by the writing party (or parties) was $48.0K, with a price of $120.0 per contract. There were 3689 open contracts at this strike prior to today, and today 1662 contract(s) were bought and sold. 
• Regarding ACN (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ACN#NYSE">ACN</a>), we observe a put option sweep with bearish sentiment. It expires in 21 day(s) on August 1, 2025. Parties traded 644 contract(s) at a $265.00 strike. This particular put needed to be split into 33 different trades to become filled. The total cost received by the writing party (or parties) was $99.8K, with a price of $155.0 per contract. There were 88 open contracts at this strike prior to today, and today 802 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more about unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Options

CIFR

CRWV

INTC

MSTR

ORCL

PANW

10 Information Technology Stocks With Whale Alerts In Today's Session

Marvell Technology (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) stock has plunged 34% year-to-date, lagging behind the Nasdaq 100 Index, which Marvell is a part of, by nearly 9% during the period. The index&#8217;s gain reflects the upside of key constituents such as 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>), Apple (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) and other Big Tech giants, including Broadcom (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>).
<h2 class="wp-block-heading">Why Is Marvell Technology Stock Falling In 2025?</h2>
In February, Bank of America Securities analyst Vivek Arya highlighted that Application-Specific Integrated Circuits (ASICs) are winning over a 10%-15% share of the overall accelerator market, despite Graphics Processing Units (GPUs) commanding over an 80% share, courtesy of AI compute and networking demand.
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/tech/25/06/45978623/marvell-launches-new-power-regulator-and-2nm-memory-chips-to-boost-ai-cloud-efficiency" rel="noreferrer noopener">Marvell Launches New Power Regulator And 2nm Memory Chips To Boost AI, Cloud Efficiency</a>
This indicates Marvell&#8217;s relatively lower Total Addressable Market as an ASIC vendor.
ASIC vendor Marvell competes directly with Broadcom in areas like data center infrastructure and custom AI chips. Broadcom has surged 18% year-to-date.
Known for its GPUs, Nvidia is a <a href="https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/06/45845825/ai-momentum-powers-nvidia-arm-and-chip-supply-chain-in-bofa-recap" target="_blank" rel="noreferrer noopener">strong competitor in</a> the data center market, alongside Advanced Micro Devices (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), with which Marvell also has a presence. Nvidia has gained 24% year-to-date, and AMD has gained 19%.
<h2 class="wp-block-heading">What Analysts Have To Say About Marvell Technology</h2>
On May 30, TD Cowen analysts <a href="https://www.tdsecurities.com/ca/en/ai-infrastructure-reframing-gpu-vs-asic" target="_blank" rel="noreferrer noopener">argued that the</a> traditional debate between traditional GPUs and ASICs is outdated. Instead, they suggest reframing it as merchant versus custom silicon, since modern datacenter GPUs are ASICs optimized for AI workloads.
They emphasized that the decision to build custom silicon or buy merchant chips should be viewed through a &#8220;build versus buy&#8221; ROI framework, with performance being the key driver of internal rate of return (IRR) and production scale potential. TD Cowen&#8217;s custom model compares GenAI hardware investments by evaluating their revenue potential against cost and performance trade-offs.
The firm expected merchant and custom accelerators to coexist, with hyperscalers balancing risk and reward across both approaches. However, they note that custom silicon faces binary outcomes—either it outperforms and scales or fails to justify further investment. While custom chips may grow to 15% of a projected $334 billion accelerator market by 2030, merchant platforms will likely remain dominant, growing from a larger base at a steady 18% CAGR.
Ultimately, TD Cowen concludes that performance, not generality or specialization, will determine which chips succeed, and every new generation will face a fresh round of ROI scrutiny.
On May 8, JPMorgan analyst Harlan Sur <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46226183/marvell-technology-could-be-on-the-brink-of-a-dramatic-comeback" rel="noreferrer noopener">reaffirmed his confidence</a> in Marvell citing its ongoing AI chip projects with Microsoft (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) and Amazon.com (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), noting no signs of disruption and reiterating his $4 billion AI revenue estimate for 2025, driven by strong growth in custom AI chips and networking.
Following Marvell&#8217;s Custom AI Investor Event on June 17, Needham and JPMorgan analysts highlighted Marvell&#8217;s increased 2028 Data Center TAM forecast to $94 billion, up from $75 billion. They emphasized the Custom XPU segment, which is expected to grow at a 90% CAGR through 2028, outpacing the broader market.
<h2 class="wp-block-heading">Additional Macroeconomic Tailwinds</h2>
Marvell is poised to benefit from recent <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46324642/arm-rides-ai-boom-and-outperforming-market" rel="noreferrer noopener">U.S. policy changes</a> supporting the semiconductor industry.
Donald Trump&#8217;s &#8220;Big Beautiful Bill&#8221; boosts the semiconductor investment tax credit from 25% to 30% through 2026, encouraging chipmakers to expand domestic production. This expansion could increase demand for Marvell&#8217;s custom chips and networking technologies.
Price Action:&nbsp;MRVL stock was trading lower by 0.80% to $72.77 at last check Friday.
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Photo: Shutterstock

AVGO

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Marvell Trails Big Tech In 2025—Is Its Custom AI Chip Strategy The Turnaround Investors Are Waiting For?

In an evolving landscape where efficiency and talent optimization are becoming paramount, Netflix Inc&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>)  remarkable revenue per employee sets it apart and shifts the market&#8217;s focus to the untapped potential of human capital. This challenges traditional metrics of company valuation, prompting investors to reassess the importance of workforce quality <a href="https://www.benzinga.com/topic/labor-market">in driving future growth.</a>
Netflix had the highest revenue per full-time equivalent (FTE) among the nine big-cap companies in coverage, according to Needham.
The Netflix Analyst: <a href="https://www.benzinga.com/analyst-stock-ratings/analyst/580607ae846faa000106ab43/laura-martin">Analyst Laura Martin</a> maintained a Buy rating, while raising the price target from $1,126 to $1,500.
The Netflix Thesis: The quality of a company's employee base "is a key asset and upside value driver," Martin said in the note.
Check out <a href="https://www.benzinga.com/analyst-stock-ratings">other analyst stock ratings</a>.
Netflix recorded FTE of $2.78 billion in fiscal 2024, meaningfully higher than Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), Meta Platforms Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) and Alphabet Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>), the analyst stated.
"In total, NFLX reported nearly 2x higher average rev/FTE compared with the 9 big cap companies we cover," she further wrote.
The revenue and earnings estimates for fiscal 2026 have been raised from $49.07 billion to $49.89 billion and from $29.61 per share to $31.03 per share, respectively, Martin said.
NFLX Price Action:&nbsp;Netflix shares were down 0.29% at $1247.03 at the time of publication Friday,&nbsp;<a href="https://www.benzinga.com/pro/" target="_blank" rel="noreferrer noopener">according to Benzinga Pro</a>.
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</ul>
Photo: Shutterstock

Analyst Color

Price Target

Reiteration

Analyst Ratings

NFLX

Here's What Netflix Does Better Than Apple, Meta And Google

In the ever-evolving and intensely competitive business landscape, conducting a thorough company analysis is of utmost importance for investors and industry followers. In this article, we will carry out an in-depth industry comparison, assessing Apple (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) alongside its primary competitors in the Technology Hardware, Storage &amp; Peripherals industry. By meticulously examining key financial metrics, market positioning, and growth prospects, we aim to offer valuable insights to investors and shed light on company's performance within the industry.
<h3>Apple Background</h3>
Apple is among the largest companies in the world, with a broad portfolio of hardware and software products targeted at consumers and businesses. Apple's iPhone makes up a majority of the firm sales, and Apple's other products like Mac, iPad, and Watch are designed around the iPhone as the focal point of an expansive software ecosystem. Apple has progressively worked to add new applications, like streaming video, subscription bundles, and augmented reality. The firm designs its own software and semiconductors while working with subcontractors like Foxconn and TSMC to build its products and chips. Slightly less than half of Apple's sales come directly through its flagship stores, with a majority of sales coming indirectly through partnerships and distribution.
<table>
<thead>
<tr>
<th>Company</th>
<th>P/E</th>
<th>P/B</th>
<th>P/S</th>
<th>ROE</th>
<th>EBITDA (in billions)</th>
<th>Gross Profit (in billions)</th>
<th>Revenue Growth</th>
</tr>
</thead>
<tbody>
<tr>
<td>Apple Inc</td>
<td>32.89</td>
<td>47.21</td>
<td>8.02</td>
<td>37.11%</td>
<td>$32.25</td>
<td>$44.87</td>
<td>5.08%</td>
</tr>
<tr>
<td>Super Micro Computer Inc</td>
<td>27.18</td>
<td>4.68</td>
<td>1.46</td>
<td>1.72%</td>
<td>$0.14</td>
<td>$0.44</td>
<td>19.48%</td>
</tr>
<tr>
<td>Hewlett Packard Enterprise Co</td>
<td>20</td>
<td>1.14</td>
<td>0.88</td>
<td>-4.4%</td>
<td>$0.87</td>
<td>$2.17</td>
<td>5.87%</td>
</tr>
<tr>
<td>Western Digital Corp</td>
<td>22.14</td>
<td>4.36</td>
<td>1.46</td>
<td>5.86%</td>
<td>$0.28</td>
<td>$0.91</td>
<td>30.94%</td>
</tr>
<tr>
<td>NetApp Inc</td>
<td>18.81</td>
<td>20.55</td>
<td>3.39</td>
<td>33.42%</td>
<td>$0.43</td>
<td>$1.19</td>
<td>3.84%</td>
</tr>
<tr>
<td>Pure Storage Inc</td>
<td>153.18</td>
<td>15.29</td>
<td>6.15</td>
<td>-1.1%</td>
<td>$0.04</td>
<td>$0.54</td>
<td>12.26%</td>
</tr>
<tr>
<td>Eastman Kodak Co</td>
<td>13.33</td>
<td>0.92</td>
<td>0.55</td>
<td>-1.66%</td>
<td>$0.02</td>
<td>$0.05</td>
<td>-0.8%</td>
</tr>
<tr>
<td>Turtle Beach Corp</td>
<td>18.95</td>
<td>2.34</td>
<td>0.78</td>
<td>-0.55%</td>
<td>$0.0</td>
<td>$0.02</td>
<td>14.42%</td>
</tr>
<tr>
<td>Average</td>
<td>39.08</td>
<td>7.04</td>
<td>2.1</td>
<td>4.76%</td>
<td>$0.25</td>
<td>$0.76</td>
<td>12.29%</td>
</tr>
</tbody>
</table>
<style>
 table {
 width: 100%;
 border-collapse: collapse;
 font-family: Arial, sans-serif;
 font-size: 14px;
 }

 th, td {
 padding: 8px;
 text-align: left;
 }

 th {
 background-color: #293a5a;
 color: #fff;
 text-align: left;
 }

 tr:nth-child(even) {
 background-color: #f2f4f8;
 }

 tr:hover {
 background-color: #e1e4ea;
 }

 td:nth-child(3), td:nth-child(5) {
 text-align: left;
 }

 .dividend-amount {
 font-weight: bold;
 color: #0d6efd;
 }

 .dividend-frequency {
 font-size: 12px;
 color: #6c757d;
 }
 </style>By closely examining Apple, we can identify the following trends: 
<ul>
<li>
With a Price to Earnings ratio of 32.89, which is 0.84x less than the industry average, the stock shows potential for growth at a reasonable price, making it an interesting consideration for market participants.
</li>
<li>
The elevated Price to Book ratio of 47.21 relative to the industry average by 6.71x suggests company might be overvalued based on its book value.
</li>
<li>
The stock's relatively high Price to Sales ratio of 8.02, surpassing the industry average by 3.82x, may indicate an aspect of overvaluation in terms of sales performance.
</li>
<li>
With a Return on Equity (ROE) of 37.11% that is 32.35% above the industry average, it appears that the company exhibits efficient use of equity to generate profits.
</li>
<li>
Compared to its industry, the company has higher Earnings Before Interest, Taxes, Depreciation, and Amortization (EBITDA) of $32.25 Billion, which is 129.0x above the industry average, indicating stronger profitability and robust cash flow generation.
</li>
<li>
The gross profit of $44.87 Billion is 59.04x above that of its industry, highlighting stronger profitability and higher earnings from its core operations.
</li>
<li>
The company is witnessing a substantial decline in revenue growth, with a rate of 5.08% compared to the industry average of 12.29%, which indicates a challenging sales environment.
</li>
</ul>
<h3>Debt To Equity Ratio</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1752246038_0.png" alt="debt to equity" />
The debt-to-equity (D/E) ratio helps evaluate the capital structure and financial leverage of a company.
Considering the debt-to-equity ratio in industry comparisons allows for a concise evaluation of a company's financial health and risk profile, aiding in informed decision-making.
In light of the Debt-to-Equity ratio, a comparison between Apple and its top 4 peers reveals the following information:
<ul>
<li>
Among its top 4 peers, Apple is placed in the middle with a moderate debt-to-equity ratio of 1.47.
</li>
<li>
This implies a balanced financial structure, with a reasonable proportion of debt and equity.
</li>
</ul>
<h3>Key Takeaways</h3>
For Apple in the Technology Hardware, Storage &amp; Peripherals industry, the PE ratio is low compared to peers, indicating potential undervaluation. The PB and PS ratios are high, suggesting overvaluation relative to industry standards. In terms of ROE, EBITDA, gross profit, and revenue growth, Apple demonstrates strong performance compared to its industry peers, reflecting favorable financial health and operational efficiency.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Markets

Evaluating Apple Against Peers In Technology Hardware, Storage &amp; Peripherals Industry

<a target="_blank" href="https://www.benzinga.com/topic/payment-processors" rel="noreferrer noopener">U.S. payment processors</a> are shifting their focus toward faster, more convenient, and secure digital payment solutions. Key trends driving this transformation include the growth of real-time payments and the broader use of digital wallets and mobile transactions.
The industry is undergoing rapid growth and transformation as "Buy Now, Pay Later" (BNPL) and cryptocurrency payments gain momentum.
BNPL allows consumers to divide purchases into manageable installments, while crypto payment gateways let merchants accept digital currencies.
Key players in the sector, including Visa (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/V#NYSE">V</a>), surged over 13% year-to-date compared to Mastercard's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MA#NYSE">MA</a>) by over 7%. The S&amp;P 500 Information Technology Sector Index (which includes both stocks) gained 10% during the period.
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/large-cap/25/06/45766373/mastercard-paypal-team-up-to-put-consumers-in-control-of-checkout" rel="noreferrer noopener">Mastercard, PayPal Partner To Offer Consumers More Payment Control</a>
Visa and Mastercard stocks surged over 10-13% in the last three months, lagging the index's 27% gains. PayPal stock is down 13% year-to-date despite gaining 23% in the last three months.
Morgan Stanley and Jefferies <a target="_blank" href="https://www.benzinga.com/news/earnings/25/04/45067312/paypal-earnings-beat-but-slower-spending-and-checkout-use-weigh-on-results" rel="noreferrer noopener">cited concerns for</a> PayPal over tariffs, Apple's (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) competitive threat, and a slowdown in branded checkout growth. They warned that PayPal's exposure to China cross-border transactions could face pressure from new tariffs and regulatory changes.
Visa and Mastercard face intense competition from American Express (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AXP#NYSE">AXP</a>), Discover, UnionPay, and PayPal (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PYPL#NASDAQ">PYPL</a>) in the payment processing space. PayPal challenged Visa and Mastercard early on by delivering a more convenient and user-friendly solution for online payments, especially for peer-to-peer transfers and small online merchants.
PayPal's success in digital payments helped accelerate the shift toward online and mobile transactions, pushing Visa and Mastercard to evolve and innovate in response.
Visa and Mastercard also compete with Capital One (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COF#NYSE">COF</a>), Stripe, and many fintech startups specializing in digital payments.
<h2 class="wp-block-heading">Visa And Mastercard's Latest Quarterly Results</h2>
Visa <a target="_blank" href="https://www.benzinga.com/trading-ideas/movers/25/04/45118922/visas-q2-results-reflect-steady-us-spending-despite-market-uncertainty-analyst-highlights-strength-in-payment-volumes" rel="noreferrer noopener">beat expectations in</a> the second quarter, reporting EPS of $2.76 and revenue of $9.59 billion (up 9.2%), slightly ahead of analyst estimates despite a mixed macro backdrop.
RBC's Daniel Perlin noted solid U.S. payment volumes and strong value-added services growth. Perlin highlighted three positives: steady consumer spending, 22% year-over-year growth in value-added services revenue, which highlights Visa's expanding revenue base beyond consumer transactions, and Visa's new $30 billion share buyback plan.
Despite minor cross-border softness, Visa kept its full-year 2025 guidance unchanged, with management ready to adapt as needed; Perlin slightly raised his fiscal 2025 EPS estimate to $11.30.
Mastercard beat <a target="_blank" href="https://www.benzinga.com/analyst-ratings/price-target/25/05/45175986/mastercards-cross-border-surge-and-pricing-actions-drive-analyst-optimism" rel="noreferrer noopener">first-quarter estimates</a> with $7.25 billion in revenue (up 14%) and adjusted EPS of $3.73, driven by solid pricing and acquisitions.
JPMorgan analyst Tien-tsin Huang cited strong organic growth, resilient volumes, and solid execution despite calendar and macro headwinds.
Huang highlighted better-than-expected revenue yield, aided by pricing and FX volatility, and noted Mastercard's broad-based strength, even as cross-border volumes decelerated slightly off a strong fourth-quarter base.
Mastercard maintained full-year guidance and forecasted mid-teens revenue growth for second-quarter, with Huang raising EPS estimates for fiscal 2025 to $15.90 and for fiscal 2026 to $18.60, supported by diversified, premium growth and pricing actions that help cushion against macro pressure.
<h2 class="wp-block-heading">How Visa And Mastercard Stack Up Against Each Other?</h2>
On March 21, JP Morgan's Tien-tsin Huang <a target="_blank" href="https://www.benzinga.com/25/03/44435113/visa-vs-mastercard-the-heavyweight-bout-of-payments" rel="noreferrer noopener">highlighted Visa leads</a> the payments industry in scale, with higher transaction volume, revenue, and operating margins. However, Mastercard has consistently outpaced Visa in growth, with faster revenue and earnings expansion driven by gains in emerging markets and diversified revenue streams.
Huang noted both Visa and Mastercard as strong performers, highlighting their robust cash flows and commitment to shareholder returns through aggressive buybacks. In 2024, both stocks rose over 20%, in line with the broader market.
Huang highlighted that Visa has pulled ahead in early 2025, benefiting from investor interest in U.S. growth stocks and fading regulatory concerns. He also pointed out that Mastercard trades at a higher valuation, reflecting its stronger growth trajectory. While Mastercard's growth premium appears justified, Huang noted growing appeal in Visa's relative value and improving risk profile.
<h2 class="wp-block-heading">Regulatory Probe</h2>
On May 23, European Union antitrust regulators <a target="_blank" href="https://www.benzinga.com/25/05/45592157/visa-and-mastercard-face-eu-scrutiny-over-card-fees-amid-push-to-cut-foreign-payment-dependence" rel="noreferrer noopener">launched a probe</a> into fees charged by Visa and Mastercard, questioning their impact on financial institutions servicing retailers.
Regulators surveyed market participants to assess the fees imposed through Visa and Mastercard networks as EU officials explored ways to reduce reliance on foreign payment providers.
European Central Bank President Christine Lagarde underscored the urgency to cut dependence on U.S. card networks, according to sources cited by Bloomberg. Visa and Mastercard stocks fell following the news, as both firms face legal and regulatory challenges over their global fee structures.
<h2 class="wp-block-heading">Crypto Payments</h2>
On June 13, American Express partnered with Coinbase (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COIN#NASDAQ">COIN</a>) to launch the Coinbase One Card, a <a target="_blank" href="https://www.benzinga.com/crypto/cryptocurrency/25/06/45919626/coinbase-ceo-brian-armstrong-teases-crypto-credit-card-powered-by-american-express-bitcoin-cashbacks-offered-but-heres-the-catch" rel="noreferrer noopener">metal credit card</a> that offers up to 4% cashback in Bitcoin, available exclusively to Coinbase One subscribers starting fall 2025.
Mastercard powers Gemini's competing crypto credit card, offering up to 4% Bitcoin rewards on purchases like gas and rideshare, with no annual or foreign transaction fees. Both card networks are deepening their presence in crypto payments, supporting products that let users earn digital assets through everyday spending.
By enabling crypto rewards cards, American Express and Mastercard are helping traditional payments converge with the growing demand for digital currency use and adoption.
<h2 class="wp-block-heading">Trump Policies</h2>
On June 19, analysts warned the GENIUS Act <a target="_blank" href="https://www.benzinga.com/markets/equities/25/06/46017534/as-trump-says-get-it-to-my-desk-for-genius-stablecoin-bill-analysts-warn-of-disruption-to-payment-giants-visa-and-mastercard" rel="noreferrer noopener">could intensify competition</a> for Visa and Mastercard as it lays the groundwork for regulated stablecoin payments in the U.S.
Mark Hines of Herrick Lake Investments said companies like Amazon.com (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) and Stripe could quickly adopt stablecoins, bypassing traditional card networks and offering lower transaction fees. Hines predicted that Visa and Mastercard may face slower growth and fee pressure as stablecoins emerge as viable alternatives for online payments. Despite Trump's push for swift House approval, some analysts, like Rebound Capital, believe stablecoins still have a long runway before materially disrupting major payment processors.
With Visa, Mastercard, and American Express handling $28 trillion in annual volume, any shift toward stablecoin adoption could eventually impact their dominance, especially if the market grows to the projected $3.7 trillion by the decade's end.
<h2 class="wp-block-heading">Other Macroeconomic Events</h2>
On June 24, Bank of America Securities analysts flagged <a target="_blank" href="https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/06/46081860/visa-mastercard-exposed-as-more-travelers-cut-back-on-overseas-plans" rel="noreferrer noopener">rising price sensitivity</a> and macro concerns as potential headwinds for Visa and Mastercard's cross-border volumes. Both stocks declined 4% in the last 30 days.
The analysts found that 47% of global travelers plan to alter their travel plans over the next year, up from 44% in April, posing risks to international spending.
Analysts estimate that about 10% of travelers may cancel or switch to domestic trips, which could impact Visa and Mastercard's high-margin cross-border revenue.
While both companies still report stable trends, analysts caution that prolonged weakness in global travel—especially U.S. inbound—could pressure future growth.
Price Actions:&nbsp;At the last check on Friday, MA stock was down 0.54% at $560.50, and V is down 0.53%.
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Fintech

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Visa And Mastercard Remain Top Picks, But One May Outpace Growth

Michael Dell, the CEO of&nbsp;Dell Technologies Inc.&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>), expressed concerns about the potential cultural challenges that&nbsp;Meta Platforms Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) might face due to its aggressive artificial intelligence hiring strategy.
What Happened: Dell, in a&nbsp;BG2 podcast hosted by Bill Gurley and Brad Gerstner, on Thursday, warned that Meta&#8217;s AI hiring spree could lead to internal discontent among existing employees. This could result in a significant distraction for Meta and its CEO,&nbsp;Mark Zuckerberg.
Check out the current price of&nbsp;<a href="https://benzinga.com/quote/META" target="_blank" rel="noreferrer noopener">META stock here</a>.
&#8220;It&#8217;ll&nbsp;be a challenge culturally for&nbsp;sure,&#8221; Dell said. He pointed out that the generous salaries of new AI hires could lead to unhappiness and resentment among existing employees. This could potentially create a long line of &#8220;complaining&#8221; employees outside Zuckerberg&#8217;s office, demanding fair treatment.
Dell emphasized the importance of fairness in the workplace, stating, &#8220;People&nbsp;generally have a sense of&nbsp;fairness, right? They&nbsp;want to be treated fairly&nbsp;relative to others and relative&nbsp;to&nbsp;the opportunities that they have&nbsp;out there in the overall&nbsp;market.&#8221;
While Dell acknowledged that Meta&#8217;s strategy and the &#8220;math&#8221; could work if this is reduced to a &#8220;race to super intelligence,&#8221; he maintained that the potential for internal conflict and dissatisfaction should not be overlooked.
See Also&nbsp;<a href="https://benzinga.com/news/politics/25/07/46268640/china-expresses-concern-to-eu-over-russias-potential-defeat-in-ukraine-conflict-amid-fears-that-trump-would-do-this-report" target="_blank" rel="noreferrer noopener">China Expresses Concern To EU Over Russia&#8217;s Potential Defeat In Ukraine Conflict Amid Fears That Trump Would Do &#8216;This&#8217;: Report</a>
Why It Matters: Meta has been aggressively expanding its AI dominance through its Superintelligence Labs, launched in June to pursue artificial general intelligence. This expansion has been fueled by <a href="https://www.benzinga.com/markets/tech/25/07/46301582/metas-ai-empire-grows-fueled-by-openai-deepmind-apple-defectors">poaching top talent</a> from OpenAI, Anthropic, Alphabet Inc.‘s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) Google DeepMind, and Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), reshaping the AI landscape in a fierce talent war. 
However, this aggressive hiring spree has not been without criticism. Like Dell, OpenAI CEO Sam Altman previously warned of potential <a href="https://www.benzinga.com/markets/tech/25/07/46216611/openais-sam-altman-hints-at-compensation-evaluation-amid-metas-distasteful-ai-talent-poaching-spree-report">cultural problems</a> at Meta due to its recruitment efforts, calling it "distasteful". He also hinted at possible compensation evaluations for the entire research organization at OpenAI in response to Meta&#8217;s hiring strategy.&nbsp;
On the other hand, Reid Hoffman, LinkedIn cofounder and former OpenAI board member, <a href="https://www.cnbc.com/video/2025/07/09/watch-cnbcs-full-interview-with-linkedin-co-founder-reid-hoffman-in-sun-valley.html">told </a>CNBC it&#8217;s economically justified for companies like Meta to invest heavily in AI talent.
<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="Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update &#x7C; BG2" width="500" height="281" src="https://www.youtube.com/embed/X52BNWZrXSk?start=2541&#038;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>
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<li><a href="https://www.benzinga.com/news/25/07/46337678/chamath-palihapitiya-agrees-with-a-social-media-user-who-says-while-meta-spends-200-million-a-year-to-poach-ai-talent-elon-musk-keeps-costs-low-but-still-manages-to-unveil-better-products">Chamath Palihapitiya Agrees With A Social Media User Who Says While Meta Spends $200 Million A Year To Poach AI Talent, Elon Musk Keeps Costs Low But Still Manages To Unveil Better Products</a></li>
</ul>
Image via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

DELL

Mark Zuckerberg May Have To Deal With A Long Line Of 'Complaining' Employees Outside Of His Door, Warns Michael Dell, Calls Meta's AI Hiring Spree 'Cultural Challenge'

<a target="_blank" href="https://www.benzinga.com/topic/cloud-computing" rel="noreferrer noopener">China&#8217;s cloud infrastructure spending</a> surged by 16% year-over-year to $11.6 billion in the first quarter of 2025, primarily fueled by the accelerating adoption of enterprise artificial intelligence (AI) nationwide.
This growth highlights cloud services&#8217; critical role in supporting China&#8217;s expanding AI capabilities, despite ongoing U.S. chip export restrictions.
The market is projected to continue its upward trajectory, with total cloud spending in China expected to climb from $40 billion in 2024 to $46 billion in 2025.
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46314590/alibaba-predicts-ai-digital-colleagues-will-be-commonplace-within-five-years" rel="noreferrer noopener">Alibaba Predicts AI Digital Colleagues Will Be Commonplace Within Five Years</a>
Alibaba Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) Cloud led the market with a 33% share and 15% revenue growth. Huawei Cloud followed it at 18% share and 18% growth, and Tencent (OTC:<a class="ticker" href="https://www.benzinga.com/stock/TCEHY#OTC">TCEHY</a>) Cloud at 10% share, which was reportedly limited by GPU supply issues, according to SCMP, <a target="_blank" href="https://www.scmp.com/tech/big-tech/article/3317760/chinas-cloud-services-spending-hits-us116-billion-first-quarter-ai-related-demand" rel="noreferrer noopener">citing</a> Canalys.
Partner-driven cloud revenue made up 25% of the market in the first quarter, with that share expected to grow as ecosystem collaboration turns AI capabilities into business value, according to Canalys.&nbsp;
Alibaba Cloud is experiencing rapid growth, particularly in its <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46250853/alibabas-ai-and-cloud-moves-have-sparked-28-stock-rebound" rel="noreferrer noopener">AI-driven products</a>, as its Qwen AI model family gains momentum.
Notably, Alibaba&#8217;s Damo Academy and Zhejiang Cancer Hospital jointly developed &#8220;Grape&#8221; in June, an AI model that detects early-stage gastric cancer from 3D CT scans, outperforming radiologists, as reported in Nature Medicine. This builds on Alibaba&#8217;s 2023 pancreatic cancer breakthrough, further integrating AI into healthcare.
The company is also expanding its global cloud footprint, launching new data centers in Malaysia, South Korea, and the Philippines. By 2025, Alibaba plans to roll out its Qwen models, Model Studio, and a global AI hub in Singapore, aiming to scale its cloud network across China, Asia, the Middle East, Europe, and the Americas over the next three years. 
This expansion is part of Alibaba&#8217;s &#8220;AI+Cloud&#8221; strategy, backed by a significant $53 billion investment plan to enhance cloud and AI infrastructure over the same period.
To deepen its AI expansion, Alibaba recently partnered with smartphone maker HONOR, marking the first direct integration of its AI agents into mobile devices. Unveiled during the HONOR Magic V5 launch on July 2, this collaboration brings Alibaba&#8217;s Qwen3 large language model (LLM) and Qwen-VL vision model to power HONOR&#8217;s YOYO assistant.
This enables advanced features like document analysis, role-play simulations, and real-time visual recognition, as Alizila <a target="_blank" href="https://www.alizila.com/alibaba-and-honor-deepen-ai-partnership-with-launch-of-new-smartphone/" rel="noreferrer noopener">reported</a> on Friday. Furthermore, specialized AI agents from Alibaba&#8217;s Fliggy and Amap now offer voice-enabled trip planning, navigation, and lifestyle recommendations within HONOR&#8217;s ecosystem.
Earlier in June, Alibaba <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46250853/alibabas-ai-and-cloud-moves-have-sparked-28-stock-rebound" rel="noreferrer noopener">launched updated</a> Qwen3 AI models to assist Apple (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) in integrating machine-learning features into iPhones, iPads, and MacBooks in China. This supports Apple&#8217;s efforts to expand its &#8220;Apple Intelligence&#8221; offerings in the country while adhering to China&#8217;s AI regulations.
Preliminary Counterpoint Research data indicates that <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46246152/iphone-sales-bounce-back-in-china-but-huawei-and-xiaomi-intensify-pressure" rel="noreferrer noopener">China&#8217;s smartphone market</a> is poised for a rebound in the second quarter of 2025, with Huawei and Apple leading in year-over-year sales growth.
Huawei is expected to post the strongest growth among major brands, potentially claiming the top spot as loyal users upgrade to new models. Apple saw a sales boost in May, driven by iPhone 16 series discounts, especially on the Pro and Pro Max models.
Analysts attribute this second-quarter growth partly to government smartphone subsidies but caution about potential risks if these subsidies are reduced later in the year.
Alibaba stock has surged 26% year-to-date, fueled by AI-driven cloud growth, e-commerce strength, and the phasing out of non-core assets.
Price Action: BABA shares are trading higher by 0.29% to $106.96 premarket at last check Friday.
Read Next:
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</ul>
Photo via Shutterstock

Asia

Media

BABA

TCEHY

Alibaba, Huawei Dominate China's Growing Cloud Market

ARK Invest founder Cathie Wood continues to back Elon Musk&#8217;s Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) and highlights Apple Inc.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) woes.
Check out the current price of&nbsp;<a href="https://benzinga.com/quote/tsla" target="_blank" rel="noreferrer noopener">TSLA stock here</a>.
What Happened: Wood has been backing Tesla since 2016. Currently, Tesla CEO Musk has been engaged in a war of words with President Donald Trump and recently announced the <a href="https://www.benzinga.com/news/politics/25/07/46265725/elon-musk-announces-formation-of-america-party-emerges-in-wake-of-donald-trumps-historic-spending-bill">America Party</a>, which has made <a href="https://www.benzinga.com/markets/tech/25/07/46337215/tesla-is-basically-hijacked-by-elon-musk-says-ross-gerber-calling-it-completely-ridiculous-america-party-is-the-worst-news-for-tsla">Tesla investors worry</a>.
However, Wood has brushed off the headlines, saying she's seen Musk weather storms before, as per a Bloomberg TV interview, <a href="https://www.thestreet.com/technology/cathie-wood-drops-bold-message-on-apple-tesla-stock">via</a> The Street.
"We've been dealing with controversy around Elon Musk in one form or another since we first bought the stock," Wood said to Bloomberg TV.
Wood remains steadfast in her belief in Tesla, undeterred by its recent struggles. She's sticking to her bold <a href="https://www.benzinga.com/news/large-cap/25/03/44537429/cathie-wood-doubles-down-on-2600-tesla-stock-price-prediction">$2,600 price target</a> for the next five years, pointing to the growth potential of Robotaxis and the Optimus humanoid robot as key drivers of Tesla's future.
Tesla accounts for approximately 8.5% of ARK&#8217;s portfolio, valued at over $840 million.
On the other hand, Wood has completely exited her position in Apple, citing the company&#8217;s slower growth and lack of significant disruption as reasons for the move.
During the interview, she also raised concerns about Apple&#8217;s AI strategy, pointing to the <a href="https://www.benzinga.com/markets/tech/25/07/46288145/mark-zuckerbergs-meta-lures-away-apple-ai-chief-ruoming-pang-with-tens-of-millions-compensation-package-report">unexpected departure</a> of Ruoming Pang, Apple&#8217;s top AI executive, to Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>).
See Also: <a href="https://benzinga.com/markets/biotech/25/07/46352807/pfize-astellas-report-xtandi-survival-win-in-prostate-cancer-study" target="_blank" rel="noopener">Pfizer, Astellas Report Xtandi Survival Win In Prostate Cancer Study</a>
Why It Matters: Wood&#8217;s latest statement follows her <a href="https://www.benzinga.com/markets/tech/25/06/45919550/cathie-wood-buys-tesla-again-calls-elon-musks-ev-giant-largest-ai-project-on-earth-report">praise for Tesla</a> as the &#8220;largest AI project on earth&#8221; and her declaration of Musk as the &#8220;most productive human being on earth.&#8221;
On Wednesday, it was reported that major investors in Tesla had urged the company's Board of Directors to hold the annual <a href="https://www.benzinga.com/markets/tech/25/07/46335587/tesla-investors-call-for-shareholder-meeting-amid-elon-musk-trump-feud-declining-sales-report">shareholders meeting</a> as tensions escalated between Musk and Trump. The company&#8217;s board has <a href="https://www.benzinga.com/markets/tech/25/07/46359669/teslas-annual-shareholder-meeting-set-for-november-6th-dan-ives-says-elon-musks-pay-package-in-the-spotlight">set the meeting</a> for Nov. 6th.
Meanwhile, Apple&#8217;s AI struggles have been a topic of discussion for some time. Despite poaching Google&#8217;s AI chief John Giannandrea in 2018, Apple has <a href="https://www.benzinga.com/media/25/05/45486193/why-is-apple-still-behind-on-ai-expert-dissects-reasons-behind-iphone-maker-lagging-likes-of-microsoft-and-amazon-despite-poaching-googles-ai-chief">struggled to catch up</a> in the AI race.
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Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: VTT Studio / Shutterstock.com

Cathie Wood Continues To Back Tesla As Investors Panic Amid Elon Musk's Return To Politics: Calls Robotaxi Bet A Trillion-Dollar Opportunity

Trading in Apple Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) is quiet on Thursday. The stock has <a href="https://www.benzinga.com/markets/tech/25/07/46337313/apple-needs-product-focused-ceo-say-analysts-as-tim-cook-faces-heat-over-ai-failures-and-innovation-slump">not participated</a> in the recent broad market rally. While NVIDIA Corp&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) have soared to all-time highs, Apple has lagged.
But now there&#8217;s a chance Apple could be about to put some downward pressure on the market. This is why it is the Stock of the Day.
Despite its lackluster performance, Apple is still the third-largest stock in the Technology Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLK#NYSE">XLK</a>): Nvidia is 14.88%, Microsoft makes up 14.02%, and Apple is 11.81%. This means that the direction of Apple's stock can still have a significant impact on others within the technology sector.
As you can see on the chart, Apple once again found resistance around the $213 level for the third time since May. The last two times this happened, a meaningful sell-off followed.
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="571" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/10141114/Apple.july2025one-1024x571.png" alt="" class="wp-image-980577" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/10141114/Apple.july2025one-1024x571.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/10141114/Apple.july2025one-300x167.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/10141114/Apple.july2025one-768x428.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/10141114/Apple.july2025one.png 1474w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
Read Also: <a href="https://www.benzinga.com/markets/tech/25/07/46342321/nvidia-microsoft-apple-smash-10-trillion-is-this-peak-tech">Nvidia, Microsoft, Apple Smash $10 Trillion—Is This Peak Tech?</a>
Stocks frequently reverse and sell off after hitting a resistance level.
Resistance is a large group of traders and investors who wish to sell shares at, or close to, the same level. There are enough or more than enough sell orders to fill all of the buy orders. This is why rallies end, or at least pause, when this is reached.
Stocks can sell off of resistance when some traders and investors, who wish to sell, become anxious. They know the buyers will go to whoever is willing to sell them shares at the lowest price.
These anxious sellers worry that another seller will undercut them. As a result, they reduce their offer prices. Other anxious sellers see this and do the same thing. It can turn into a snowball effect that forces the price lower.
There is a good chance that Apple is about to sell off of this resistance for a third time. This could put downward pressure on the technology sector. And that could put downward pressure on the broader market.
Read Next: • <a href="https://www.benzinga.com/news/25/07/46350703/airline-stocks-surge-trump-tariffs-hit-brazil">Airline Stocks Take Off, Trump Hits Brazilian ETF: What&#8217;s Moving Markets Thursday?</a>
Photo: Shutterstock

Technicals

Stock Of The Day: Will Apple Bring Tech Sector Down?

Although the innovation ecosystem has started to look interesting again as evidenced by the recent performance of the Nasdaq Composite index, Akamai Technologies Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AKAM#NASDAQ">AKAM</a>) has been a conspicuous laggard. Since the start of the year, the content delivery network (CDN) specialist — which also offers robust cybersecurity and edge computing services — has dropped nearly 17%. Nevertheless, AKAM stock could be an intriguing candidate for a sentiment reversal.
Fundamentally, Akamai plays a vital role in how people and enterprises consume the internet — it's just that the essential work occurs behind the scenes. Using a geographically distributed network of proxy servers, CDNs help speed up websites by storing cached content near end-users. This capability is especially critical for companies with content-streaming arms, such as Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), Alphabet Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>, NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) and Netflix Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>).
Further, Akamai plays an important (albeit indirect) role in artificial intelligence. Today, many AI models — especially those involving voice assistants, fraud detection services and personalized ads — require <a href="https://www.benzinga.com/sec/24/09/40814222/from-latency-to-a-i-algo-driven-capital-markets">low latency</a> or minimal lag in data transmission between source and destination. Thanks to Akamai's edge computing infrastructure, AI workloads can run closer to the user, reducing delay and bandwidth strain.
Finally, Akamai offers a strong cybersecurity suite, including advanced protocols such as zero-trust security. Given the importance of digital protection, it's arguably one of the key line items that companies <a href="https://www.benzinga.com/trading-ideas/long-ideas/25/03/44501515/cybersecurity-stocks-to-outperform-its-the-one-line-item-that-no-company-in-the-world-is-cutting-josh-brown">can't afford to skimp out on</a>.
Unfortunately, recent financial performances reflect <a href="https://www.benzinga.com/quote/AKAM">revenue pressures</a>, which points to a highly competitive environment. Further, while Akamai is making progress in cybersecurity, that arena is also crowded. Essentially, the company needs to prove that its edge computing services can scale profitably; hence, the volatility in AKAM stock.
<h2 class="wp-block-heading">Applying Game Theory To Formulate A Strategy In AKAM Stock</h2>
At the heart of every market-related discussion is a game of probabilities. People are looking to see whether their investment idea of choice will likely move higher or not; otherwise, why bother having the discussion in the first place? But merely listing out the pros and cons of a security won't empirically get us any closer to the answer.
To better understand AKAM stock as a trading prospect, it's helpful to consider this thought experiment. Imagine flipping a fair coin 100 times every business day. What you flip on Monday will have no bearing on what you flip on Tuesday and so forth. That's simply because coin tosses are random events.
Now imagine that the stock market is also random. If so, we could look at various intervals in the past and the long-side success ratio for each session in the interval would be about the same: 50%. That's not what we see at all.
By converting the price action of AKAM stock into market breadth — or sequences of accumulative and distributive sessions — we can filter out the messy noise of price discovery and get down to root demand sentiments. Further, segregating market breadth into 10-week sequences (using data from January 2019 onward) reveals the following profile:
<figure class="wp-block-table"> 
<table class="has-fixed-layout">
<tbody>
<tr>
<td>Ticker</td>
<td>L10 Category</td>
<td>Sample Size</td>
<td>Up Probability</td>
<td>Baseline Probability</td>
<td>Delta</td>
<td>Median Return if Up</td>
</tr>
<tr>
<td>AKAM</td>
<td>2-8-D</td>
<td>1</td>
<td>100.00%</td>
<td>58.82%</td>
<td>41.18%</td>
<td>0.33%</td>
</tr>
<tr>
<td>AKAM</td>
<td>3-7-D</td>
<td>11</td>
<td>72.73%</td>
<td>58.82%</td>
<td>13.91%</td>
<td>1.47%</td>
</tr>
<tr>
<td>AKAM</td>
<td>3-7-U</td>
<td>1</td>
<td>100.00%</td>
<td>58.82%</td>
<td>41.18%</td>
<td>0.37%</td>
</tr>
<tr>
<td>AKAM</td>
<td>4-6-D</td>
<td>34</td>
<td>61.76%</td>
<td>58.82%</td>
<td>2.94%</td>
<td>2.65%</td>
</tr>
<tr>
<td>AKAM</td>
<td>4-6-U</td>
<td>4</td>
<td>50.00%</td>
<td>58.82%</td>
<td>-8.82%</td>
<td>3.37%</td>
</tr>
<tr>
<td>AKAM</td>
<td>5-5-D</td>
<td>47</td>
<td>53.19%</td>
<td>58.82%</td>
<td>-5.63%</td>
<td>1.94%</td>
</tr>
<tr>
<td>AKAM</td>
<td>5-5-U</td>
<td>22</td>
<td>72.73%</td>
<td>58.82%</td>
<td>13.91%</td>
<td>1.69%</td>
</tr>
<tr>
<td>AKAM</td>
<td>6-4-D</td>
<td>37</td>
<td>56.76%</td>
<td>58.82%</td>
<td>-2.06%</td>
<td>2.03%</td>
</tr>
<tr>
<td>AKAM</td>
<td>6-4-U</td>
<td>53</td>
<td>54.72%</td>
<td>58.82%</td>
<td>-4.10%</td>
<td>1.80%</td>
</tr>
<tr>
<td>AKAM</td>
<td>7-3-D</td>
<td>12</td>
<td>50.00%</td>
<td>58.82%</td>
<td>-8.82%</td>
<td>3.35%</td>
</tr>
<tr>
<td>AKAM</td>
<td>7-3-U</td>
<td>52</td>
<td>53.85%</td>
<td>58.82%</td>
<td>-4.97%</td>
<td>1.82%</td>
</tr>
<tr>
<td>AKAM</td>
<td>8-2-D</td>
<td>3</td>
<td>100.00%</td>
<td>58.82%</td>
<td>41.18%</td>
<td>7.32%</td>
</tr>
<tr>
<td>AKAM</td>
<td>8-2-U</td>
<td>38</td>
<td>68.42%</td>
<td>58.82%</td>
<td>9.60%</td>
<td>1.91%</td>
</tr>
<tr>
<td>AKAM</td>
<td>9-1-U</td>
<td>5</td>
<td>20.00%</td>
<td>58.82%</td>
<td>-38.82%</td>
<td>2.14%</td>
</tr>
</tbody>
</table>
</figure>
In the trailing two months, AKAM stock is printing a "4-6-D" sequence: four up weeks, six down weeks, with a negative trajectory across the 10-week period. This is a relatively uncommon sequence, having materialized 34 times. However, the biggest takeaway is that in 61.76% of cases, the following week's price action results in upside, with a median return of 2.65%.
Based on the current market price, the statistical response to the 4-6-D sequence suggests that AKAM stock could hit $81.87, perhaps push toward $82 given its psychological lull.
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="576" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/10151246/AKAM-stock-10wk-forecast-1024x576.jpg" alt="" class="wp-image-980673" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/10151246/AKAM-stock-10wk-forecast-1024x576.jpg 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/10151246/AKAM-stock-10wk-forecast-300x169.jpg 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/10151246/AKAM-stock-10wk-forecast-768x432.jpg 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/10151246/AKAM-stock-10wk-forecast.jpg 1280w" sizes="(max-width: 1024px) 100vw, 1024px" /><figcaption class="wp-element-caption">Image by author</figcaption></figure>
Broadly, what makes the above framework appealing is the non-randomness of the market. If AKAM stock traded randomly, then all the sequences should roughly coalesce around the 50% probability mark. They don't. Instead, some sequences are clearly favorable for the bullish speculator.
Rather than trying to trade AKAM stock based on curated opinions, I believe it's better to use game theory; that is, make a move when the odds favor you.
<h2 class="wp-block-heading">Two Trades To Consider</h2>
Based on the market intelligence above, the nearest-term strategy to consider is the 79/81 bull call spread expiring July 18. This transaction involves buying the $79 call and simultaneously selling the $81 call, for a net debit paid of $110 (the most that can be lost in the trade). Should AKAM stock rise through the short strike price ($81) at expiration, the maximum reward is $90, a nearly 82% payout.
If you want to ramp up the reward, you could opt for the 80/82 bull spread also expiring next Friday. While this trade features a maximum payout of roughly 111%, it also requires AKAM stock to move that much further by expiration.
The other trade to consider is the 75/85 bull call spread expiring Aug. 15. This trade provides five weeks for AKAM stock to rise to the required profitability threshold, with the breakeven price presently at $80.25. Here, the net debit required is $525 with a maximum payout of 90.48%.
The opinions and views expressed in this content are those of the individual author and do not necessarily reflect the views of Benzinga. Benzinga is not responsible for the accuracy or reliability of any information provided herein. This content is for informational purposes only and should not be misconstrued as investment advice or a recommendation to buy or sell any security. Readers are asked not to rely on the opinions or information herein, and encouraged to do their own due diligence before making investing decisions.
Read More:
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<li><a href="https://www.benzinga.com/markets/options/25/07/46332032/cop-stock-conocophillips-contrarian-lifeline">Options Corner: Why ConocoPhillips May Have Received A Contrarian Lifeline</a></li>
</ul>
Photo: Shutterstock

Long Ideas

AKAM

Options Corner: Why Low-Key Infrastructure Play Akamai Technologies Might Surprise You

Tech giant Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) is expected to join the growing list of smartphone companies <a href="https://www.benzinga.com/markets/tech/25/07/46319996/qualcomms-most-powerful-chip-yet-is-here-and-its-built-to-unlock-samsungs-galaxy-ai">with foldable smartphones </a>with a new iPhone Fold expected to launch next year.
What Happened: Apple has been working on a reported <a href="https://www.benzinga.com/tech/25/04/44850406/apples-foldable-iphone-rumors-gain-steam-as-stock-slides-could-a-2000-device-spark-a-comeback">foldable iPhone for years</a>, but waited until it got specifications and production right before a full launch.
That launch is nearing and expected in 2026, with a production line almost ready, according to a report from <a href="https://9to5mac.com/2025/07/10/iphone-fold-production-line-almost-ready-for-next-years-launch-report/" target="_blank" rel="noopener">9to5Mac</a>.
The latest report indicates that the production line will be capable of producing twice as many foldable iPhones as the company actually expects to sell.
Unlike others in the tech world, Apple doesn't operate with a first-to-market mentality; instead, it lives by a "best, not first" mantra. The company has waited to make sure it got everything right with the foldable smartphone.
Among the key items Apple has examined ahead of production are dust and the visible crease that appears when the screen is unfolded. Apple told suppliers to try again after it was not pleased with the initial samples.
Read Also: <a href="https://www.benzinga.com/news/earnings/25/05/45152493/apple-reports-strong-q2-earnings-revenue-beat-eps-beat-installed-base-hits-all-time-high-across-all-segments-100-billion-buyback-and-more">Apple Reports &#8216;Strong&#8217; Q2 Earnings: Revenue Beat, EPS Beat, Installed Base Hits All-Time High Across All Segments, $100 Billion Buyback And More</a>
Why It's Important: The latest report comes months after a report that Apple was testing prototypes of the foldable iPhone ahead of its highly anticipated launch.
Samsung, which has its own foldable smartphones, is a partner for Apple on the phone's display. The report said the iPhone Fold display could be more advanced than what Samsung is using for its own foldable phones.
The iPhone Fold is expected to cost around $2,000 for consumers, which could limit initial demand for Apple's new foldable smartphone.
Apple is hedging its bets on the phone becoming more popular than initially projected and plans to have production capabilities for partners like Samsung to manufacture double the number of screens it initially required.
The report said Apple plans to sell six million to eight million foldable iPhones in the first year of availability.
AAPL Price Action: Apple stock trades at $212.81 on Thursday versus a 52-week trading range of $169.21 to $260.09. Apple stock is down 13% year-to-date in 2025.
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/tech/25/03/44366890/apple-stock-faces-pressure-from-declining-iphone-revenue-could-companys-first-foldable-smartphone-in-2026-reverse-course">Apple Stock Faces Pressure From Declining iPhone Revenue: Could Company&#8217;s First Foldable Smartphone In 2026 Reverse Course?</a></li>
</ul>
Photo: Mr.Mikla / Shutterstock.com

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