Alphabetの空売り状況は、投資家がAlphabet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。

Alphabet (NASDAQ:GOOGL) 株価情報, 空売り情報

ALPHABET INC-CL A

Alphabet

Alphabet is a holding company that wholly owns internet giant Google. The California-based company derives slightly less than 90% of its revenue from Google services, the vast majority of which is advertising sales. Alongside online ads, Google services houses sales stemming from Google's subscription services (YouTube TV, YouTube Music among others), platforms (sales and in-app purchases on Play Store), and devices (Chromebooks, Pixel smartphones, and smart home products such as Chromecast). Google's cloud computing platform, or GCP, accounts for roughly 10% of Alphabet's revenue with the firm's investments in up-and-coming technologies such as self-driving cars (Waymo), health (Verily), and internet access (Google Fiber) making up the rest.

What Apple Did

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AAPL

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？

Earnings

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８月３日（水）午前８時３０分（米国東部時間）に公表される消費者物価指数（CPI）速報に先駆け、主要指数先物は神経質な値動きを示している。債券利回りは消費者物価指数発表前に低下している。今回の報告が価格圧力の緩和が続いていることを確認した場合、米連邦準備制度理事会（FRB）は利上げを余儀なくされる可能性がある。経済学者やストラテジストは、FRB総裁のジェローム・パウエル氏が今月末に予定されている＜ジャクソンホール・シンポジウム＞で、利上げ見通しについてさらに明確な見解を示すと予想している。

ウォール・ストリート　主要先物指数が反応

Analyst Color

General

AMZN

MSFT

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最近の市場の売りがけに続く中、Crossbridge Capitalの最高投資責任者であるManish Singh氏は、技術バブルがバーストすることに対する懸念を否定した。これは、世界の市場が8月初旬の大幅な下落から軌道修正しようとしている中で生じた。

テック株が売りに　テックバブルバーストの可能性は

Alphabet Inc

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders often look for circumstances when the market estimation of an option diverges away from its normal worth. Abnormal amounts of trading activity could push option prices to hyperbolic or underperforming levels. 
Below are some instances of options activity happening in the Communication Services sector: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>META</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>03/28/25</td>
<td>$630.00</td>
<td>$90.0K</td>
<td>1.4K</td>
<td>7.0K</td>
</tr>
<tr>
<td>EA</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$145.00</td>
<td>$30.7K</td>
<td>5.4K</td>
<td>1.9K</td>
</tr>
<tr>
<td>NFLX</td>
<td>PUT</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>03/28/25</td>
<td>$980.00</td>
<td>$26.9K</td>
<td>128</td>
<td>1.2K</td>
</tr>
<tr>
<td>BIDU</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>04/17/25</td>
<td>$97.00</td>
<td>$34.1K</td>
<td>695</td>
<td>663</td>
</tr>
<tr>
<td>GOOG</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/16/26</td>
<td>$200.00</td>
<td>$49.0K</td>
<td>9.5K</td>
<td>350</td>
</tr>
<tr>
<td>GOOGL</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/15/27</td>
<td>$230.00</td>
<td>$25.0K</td>
<td>553</td>
<td>287</td>
</tr>
<tr>
<td>TTD</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>06/20/25</td>
<td>$60.00</td>
<td>$26.9K</td>
<td>1.8K</td>
<td>213</td>
</tr>
<tr>
<td>CCOI</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>07/18/25</td>
<td>$65.00</td>
<td>$36.0K</td>
<td>0</td>
<td>162</td>
</tr>
<tr>
<td>SATS</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/16/25</td>
<td>$30.00</td>
<td>$29.5K</td>
<td>0</td>
<td>73</td>
</tr>
<tr>
<td>RDDT</td>
<td>PUT</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>06/18/26</td>
<td>$115.00</td>
<td>$30.1K</td>
<td>12</td>
<td>27</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These itemized elaborations have been created using the accompanying table. 
• Regarding META (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>), we observe a put option sweep with bearish sentiment. It expires in 3 day(s) on March 28, 2025. Parties traded 99 contract(s) at a $630.00 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 $90.0K, with a price of $910.0 per contract. There were 1449 open contracts at this strike prior to today, and today 7088 contract(s) were bought and sold. 
• For EA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EA#NASDAQ">EA</a>), we notice a call option trade that happens to be bearish, expiring in 87 day(s) on June 20, 2025. This event was a transfer of 38 contract(s) at a $145.00 strike. The total cost received by the writing party (or parties) was $30.7K, with a price of $810.0 per contract. There were 5485 open contracts at this strike prior to today, and today 1987 contract(s) were bought and sold. 
• For NFLX (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>), we notice a put option sweep that happens to be neutral, expiring in 3 day(s) on March 28, 2025. This event was a transfer of 35 contract(s) at a $980.00 strike. This particular put needed to be split into 9 different trades to become filled. The total cost received by the writing party (or parties) was $26.9K, with a price of $772.0 per contract. There were 128 open contracts at this strike prior to today, and today 1297 contract(s) were bought and sold. 
• For BIDU (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NASDAQ">BIDU</a>), we notice a call option trade that happens to be bearish, expiring in 23 day(s) on April 17, 2025. This event was a transfer of 90 contract(s) at a $97.00 strike. The total cost received by the writing party (or parties) was $34.1K, with a price of $379.0 per contract. There were 695 open contracts at this strike prior to today, and today 663 contract(s) were bought and sold. 
• For GOOG (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>), we notice a call option sweep that happens to be bearish, expiring in 297 day(s) on January 16, 2026. This event was a transfer of 50 contract(s) at a $200.00 strike. This particular call needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $49.0K, with a price of $985.0 per contract. There were 9574 open contracts at this strike prior to today, and today 350 contract(s) were bought and sold. 
• Regarding GOOGL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>), we observe a put option trade with bearish sentiment. It expires in 661 day(s) on January 15, 2027. Parties traded 4 contract(s) at a $230.00 strike. The total cost received by the writing party (or parties) was $25.0K, with a price of $6250.0 per contract. There were 553 open contracts at this strike prior to today, and today 287 contract(s) were bought and sold. 
• Regarding TTD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TTD#NASDAQ">TTD</a>), we observe a call option trade with neutral sentiment. It expires in 87 day(s) on June 20, 2025. Parties traded 35 contract(s) at a $60.00 strike. The total cost received by the writing party (or parties) was $26.9K, with a price of $770.0 per contract. There were 1882 open contracts at this strike prior to today, and today 213 contract(s) were bought and sold. 
• For CCOI (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CCOI#NASDAQ">CCOI</a>), we notice a call option sweep that happens to be bullish, expiring in 115 day(s) on July 18, 2025. This event was a transfer of 75 contract(s) at a $65.00 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 $36.0K, with a price of $480.0 per contract. There were 0 open contracts at this strike prior to today, and today 162 contract(s) were bought and sold. 
• For SATS (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SATS#NASDAQ">SATS</a>), we notice a put option sweep that happens to be bullish, expiring in 52 day(s) on May 16, 2025. This event was a transfer of 73 contract(s) at a $30.00 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 $29.5K, with a price of $405.0 per contract. There were 0 open contracts at this strike prior to today, and today 73 contract(s) were bought and sold. 
• Regarding RDDT (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RDDT#NYSE">RDDT</a>), we observe a put option trade with neutral sentiment. It expires in 450 day(s) on June 18, 2026. Parties traded 10 contract(s) at a $115.00 strike. The total cost received by the writing party (or parties) was $30.1K, with a price of $3018.0 per contract. There were 12 open contracts at this strike prior to today, and today 27 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

BIDU

CCOI

GOOG

NFLX

RDDT

SATS

10 Communication Services Stocks With Whale Alerts In Today's Session

Google Battles Its Own Inertia; Says Approx. 5-Years Out From Practical Application Of Quantum

Whales with a lot of money to spend have taken a noticeably bullish stance on Alphabet.
Looking at options history for Alphabet (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) we detected 48 trades.
If we consider the specifics of each trade, it is accurate to state that 47% of the investors opened trades with bullish expectations and 43% with bearish.
From the overall spotted trades, 19 are puts, for a total amount of $962,027 and 29, calls, for a total amount of $2,448,659.
<h3>Expected Price Movements</h3>
After evaluating the trading volumes and Open Interest, it's evident that the major market movers are focusing on a price band between $100.0 and $200.0 for Alphabet, spanning the last three months.
<h3>Volume &amp; Open Interest Trends</h3>
Assessing the volume and open interest is a strategic step in options trading. These metrics shed light on the liquidity and investor interest in Alphabet's options at specified strike prices. The forthcoming data visualizes the fluctuation in volume and open interest for both calls and puts, linked to Alphabet's substantial trades, within a strike price spectrum from $100.0 to $200.0 over the preceding 30 days.
<h3>Alphabet Call and Put Volume: 30-Day Overview</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1742917565_0.png" alt="Options Call Chart" />
<h3>Biggest Options Spotted:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>GOOGL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>12/19/25</td>
<td>$20.15</td>
<td>$20.1</td>
<td>$20.1</td>
<td>$170.00</td>
<td>$862.2K</td>
<td>5.3K</td>
<td>785</td>
</tr>
<tr>
<td>GOOGL</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>04/17/25</td>
<td>$7.75</td>
<td>$7.7</td>
<td>$7.75</td>
<td>$165.00</td>
<td>$156.5K</td>
<td>7.3K</td>
<td>609</td>
</tr>
<tr>
<td>GOOGL</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$8.4</td>
<td>$8.35</td>
<td>$8.4</td>
<td>$160.00</td>
<td>$123.4K</td>
<td>7.6K</td>
<td>151</td>
</tr>
<tr>
<td>GOOGL</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$1.59</td>
<td>$1.55</td>
<td>$1.58</td>
<td>$200.00</td>
<td>$109.1K</td>
<td>33.0K</td>
<td>1.6K</td>
</tr>
<tr>
<td>GOOGL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>12/19/25</td>
<td>$20.15</td>
<td>$20.1</td>
<td>$20.15</td>
<td>$170.00</td>
<td>$106.7K</td>
<td>5.3K</td>
<td>838</td>
</tr>
</tbody>
</table>

<h3>About Alphabet</h3>
Alphabet is a holding company that wholly owns internet giant Google. The California-based company derives slightly less than 90% of its revenue from Google services, the vast majority of which is advertising sales. Alongside online ads, Google services houses sales stemming from Google's subscription services (YouTube TV, YouTube Music among others), platforms (sales and in-app purchases on Play Store), and devices (Chromebooks, Pixel smartphones, and smart home products such as Chromecast). Google's cloud computing platform, or GCP, accounts for roughly 10% of Alphabet's revenue with the firm's investments in up-and-coming technologies such as self-driving cars (Waymo), health (Verily), and internet access (Google Fiber) making up the rest.
Following our analysis of the options activities associated with Alphabet, we pivot to a closer look at the company's own performance.
<h3>Present Market Standing of Alphabet</h3>
<ul>
<li>With a trading volume of 8,365,187, the price of GOOGL is up by 1.44%, reaching $170.1.</li>
<li>Current RSI values indicate that the stock is is currently neutral between overbought and oversold.</li>
<li>Next earnings report is scheduled for 30 days from now.</li>
</ul>
<h3>What Analysts Are Saying About Alphabet</h3>
A total of 4 professional analysts have given their take on this stock in the last 30 days, setting an average price target of $206.75.
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&#x2A; An analyst from Cantor Fitzgerald downgraded its action to Neutral with a price target of $200. 
&#x2A; Consistent in their evaluation, an analyst from Keybanc keeps a Overweight rating on Alphabet with a target price of $202. 
&#x2A; Consistent in their evaluation, an analyst from Roth MKM keeps a Buy rating on Alphabet with a target price of $220. 
&#x2A; An analyst from Rosenblatt persists with their Neutral rating on Alphabet, maintaining a target price of $205. 
Options trading presents higher risks and potential rewards. Astute traders manage these risks by continually educating themselves, adapting their strategies, monitoring multiple indicators, and keeping a close eye on market movements. Stay informed about the latest Alphabet options trades with real-time alerts from <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>.

Alphabet's Options Frenzy: What You Need to Know

On Tuesday, Chinese AI startup DeepSeek released its upgraded DeepSeek-V3-0324 model, <a target="_blank" href="https://www.benzinga.com/content/43851567/deepseeks-r1-model-revolutionizes-ai-landscape-says-expert-franklin-burgess" rel="noreferrer noopener">enhancing reasoning and coding abilities</a>.
Available on Hugging Face, the <a target="_blank" href="https://huggingface.co/deepseek-ai/DeepSeek-V3-0324" rel="noreferrer noopener">model</a> shows improved performance in technical benchmarks, intensifying competition with U.S. leaders like OpenAI and Anthropic.
The updated model has shown improvements across multiple benchmarks, particularly scoring 59.4 on the American Invitational Mathematics Examination, up from 39.6 in its predecessor, according to a <a target="_blank" href="https://www.scmp.com/tech/big-tech/article/3303798/deepseeks-upgraded-foundational-model-excels-coding-and-maths?firstTimeRegister=true" rel="noreferrer noopener">report </a>by the South China Morning Post.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/03/44469333/alibabas-tsai-sounds-alarm-on-signs-of-ai-bubble-people-are-building-data-centers-on-speculation" rel="noreferrer noopener">Alibaba&#8217;s Tsai Sounds Alarm On Signs Of AI Bubble In US: &#8216;People Are Building Data Centers On Speculation&#8217;</a>
It also gained 10 points on LiveCodeBench, reaching a score of 49.2. The new model, with 685 billion parameters, uses an MIT software license, unlike DeepSeek V3, which has 671 billion parameters and a commercial license.
Earlier this year, DeepSeek&#8217;s R1 model disrupted American tech supremacy, sparking debates about Big Tech&#8217;s significant investments in large <a target="_blank" href="https://www.benzinga.com/content/43851567/deepseeks-r1-model-revolutionizes-ai-landscape-says-expert-franklin-burgess" rel="noreferrer noopener">language models and data centers.</a>
R1 made waves with its performance and lower costs, but analysts reportedly believe DeepSeek&#8217;s biggest impact is encouraging the use of open-source AI models, CNBC <a target="_blank" href="https://www.cnbc.com/2025/03/24/china-open-source-deepseek-ai-spurs-innovation-and-adoption.html" rel="noreferrer noopener">reports</a>. This shift has been a key factor in the company&#8217;s influence on the industry.
Wei Sun, principal analyst at Counterpoint Research, told CNBC that DeepSeek&#8217;s success shows open-source strategies drive faster innovation and wider adoption, with many companies adopting the model. She also mentioned that R1 is influencing China&#8217;s AI scene, prompting major firms like Baidu to open-source their own LLMs in response.
Recently, Kai-Fu Lee, the former head of Alphabet Inc.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>)&nbsp;Google China and founder of AI startup&nbsp;01.AI, said that the&nbsp;<a target="_blank" href="https://www.benzinga.com/news/24/02/37179799/elon-musk-taunts-sam-altman-and-openai-over-open-image" rel="noreferrer noopener">rise of open-source AI</a> models like&nbsp;DeepSeek&nbsp;has exposed an existential risk to OpenAI&#8217;s business—and he&#8217;s pivoting his company accordingly.
He questioned the long-term sustainability of OpenAI&#8217;s business model, especially when competing against open-source projects that offer similar quality at a fraction of the cost.
Tim Wang, managing partner at Monolith Management, shared in an <a target="_blank" href="https://www.cnbc.com/2025/03/24/china-open-source-deepseek-ai-spurs-innovation-and-adoption.html" rel="noreferrer noopener">interview</a> with CNBC that models from companies like DeepSeek have been powerful enablers in China, showing how progress can be made with fewer resources.
He noted that open-source models have reduced costs, allowing for product innovation—an area where Chinese companies excel.
Wang compared this development to the &#8220;Android moment,&#8221; when Google&#8217;s decision to make its operating system&#8217;s source code available sparked innovation in the app ecosystem.
He added that the perception of China being 12 to 24 months behind the U.S. in AI has now shifted to just 3 to 6 months.
This shift in China&#8217;s AI landscape, driven by open-source models like DeepSeek, is changing global competition and challenging traditional business models.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/03/44465542/ai-investments-set-to-power-chip-revenue-boom-adoption-rises-among-large-companies-goldman-sachs" target="_blank" rel="noreferrer noopener">Goldman Sachs Predicts $305 Billion AI Windfall While Adoption Remains Slow</a></li>
</ul>
Image via Shutterstock

Asia

China's DeepSeek Ups The Heat In OpenAI Rivalry, Upgrades V3 Model Improving Coding And Reasoning Capability

Alibaba Group Holding&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) Chairman Joe Tsai has expressed apprehension about a potential bubble in the AI data center construction sector. 
What Happened: At&nbsp;the HSBC Global Investment Summit&nbsp;in Hong Kong, Tsai cautioned that the rapid expansion of data centers could surpass the early demand for artificial intelligence (AI) services. He pointed out the reckless rush by tech firms, investment funds, and other entities to set up server bases from the U.S. to Asia, potentially leading to numerous projects being developed without a well-defined customer base, reported the <a href="https://www.scmp.com/business/banking-finance/article/3303769/some-ai-related-bets-are-speculative-and-creating-bubble-alibabas-tsai-says">South China Morning Post</a>.
&#8220;People are talking literally about $500 billion, several $100 billion [projects]. I don't think that is entirely necessary,&#8221; Tsai stated. The Alibaba Chair spoke specifically about the AI investments in the U.S.
"I start to get worried when people are building data centers on speculation,&#8221; Tsai added.
Major tech companies like&nbsp;Microsoft Corporation&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) and&nbsp;SoftBank Group Corp.&nbsp;(OTC:<a class="ticker" href="https://www.benzinga.com/stock/SFTBY#OTC">SFTBY</a>) are investing billions in AI development. Alibaba itself has plans to invest over 380 billion yuan ($70 billion) in AI&nbsp;within the next three years.
Tsai voiced concerns about projects seeking funding without first securing uptake agreements. He specifically pointed out the heavy spending by US companies like&nbsp;Amazon.com, Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>),&nbsp;Alphabet Inc.&nbsp;(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>), and&nbsp;Meta Platforms Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) on AI infrastructure.
SEE ALSO: <a href="https://www.benzinga.com/25/03/44468827/palantir-market-cap-surges-over-50-billion-in-2025-wont-be-a-seller-says-analyst-as-he-foresees-pltr-as-a-play-on-global-economy-and-ai">Palantir Market Cap Surges Over $50 Billion In 2025: Won&#8217;t Be A &#8216;Seller,&#8217; Says Analyst As He Foresees PLTR As An AI Play</a>
Why It Matters: Tsai&#8217;s concerns resonate with &nbsp;Edward Yardeni, the President of Yardeni Research who stated that the "AI bubble" <a href="https://www.benzinga.com/markets/equities/25/03/44371661/ai-bubble-bursting-magnificent-7s-profit-margins-face-pressure-as-capital-spending-can-tumble-in-2025">could be "bursting.&#8221;</a> He stated, "The fear now is that open-source large language models (LLMs) like DeepSeek and Manus, developed in China, require much less powerful semiconductors to operate."
"If so, then AI capital spending will tumble along with the profit margins on AI systems," warned Yardeni.
In February, TD Cowen analysts noted that Microsoft is canceling some U.S. data center leases, raising concerns about potential overinvestment in AI computing capacity.
However, Goldman Sachs analysts predict that AI-related investments in chips and hardware could add $305 billion in revenue by the end of 2025. The analysts also noted that while <a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/03/44465542/ai-investments-set-to-power-chip-revenue-boom-adoption-rises-among-large-companies-goldman-sachs">tech giants</a> are investing heavily in AI infrastructure, leading to a significant semiconductor revenue boom, most companies are still in the early stages of adoption.
Given these factors, Tsai&#8217;s warning about a potential bubble in data center construction is significant and warrants attention from investors and tech companies alike.
Alibaba holds a momentum rating of 96.04% and a growth rating of 73.41%, according to&nbsp;<a href="https://www.benzinga.com/report/BABA" target="_blank" rel="noreferrer noopener">Benzinga&#8217;s Proprietary Edge Rankings</a>. The Benzinga Momentum metric measures a stock's relative strength based on its price movement patterns and volatility over multiple timeframes, ranked as a percentile against other stocks. For an in-depth report on more stocks and insights into growth opportunities,&nbsp;<a href="https://www.benzinga.com/screener/top-momentum-stocks" target="_blank" rel="noreferrer noopener">sign</a>&nbsp;<a href="https://www.benzinga.com/screener/top-momentum-stocks" target="_blank" rel="noreferrer noopener">up for Benzinga Edge.</a>
<ul>
<li>READ MORE: <a href="https://www.benzinga.com/25/03/44469082/hyundai-announces-21-billion-us-investment-amid-tariff-pressure-trump-calls-it-vindication-of-his-administrations-use-of-levies">Hyundai Announces $21 Billion US Investment Amid Tariff Pressure: Trump Calls It Vindication Of His Administration&#8217;s Use Of Levies</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.

BABA

SFTBY

Alibaba's Tsai Sounds Alarm On Signs Of AI Bubble In US: 'People Are Building Data Centers On Speculation'

Wedbush analyst Daniel Ives discusses the benefits for software companies from the AI spending phase.
In recent weeks, the analyst has been tracking enterprise AI spending in 2025, focusing on use cases and identifying leading vendors. AI now makes up about 12% of many IT budgets, up from 10% in January, with some CIOs accelerating their AI strategies.
Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) chips and cloud providers are central to AI deployments, and for every $1 spent on Nvidia, there is an $8-$10 impact across the broader tech ecosystem.
Around 70% of companies have increased their AI budgets, signaling rapid tech spending despite economic uncertainties.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/03/44457612/tilrays-hiball-energy-returns-to-whole-foods-market-details" rel="noreferrer noopener">Tilray&#8217;s Hi&#x2A;Ball Energy Returns To Whole Foods Market</a>
The analyst has been tracking AI adoption across industries like financial services, healthcare, transportation, and manufacturing.
Many IT departments are focusing on large-scale AI deployments with Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), Amazon.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), and Alphabet Inc&#8216;s Google (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>), targeting software-driven use cases.
While customers were still in the strategy phase in late 2024, there is a shift in recent weeks, with high-priority AI use cases now being rapidly implemented across various sectors in 2025. Amid the widespread buzz in the software industry about monetizing AI, a select group of companies is beginning to stand out from the crowd.
The software sector is poised for significant growth as the AI Revolution accelerates, with the adoption of generative AI and LLM models becoming key drivers.
The analyst sees Palantir Technologies Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>) and Salesforce Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>) as top software plays amid the AI Revolution for 2025, with other vendors like Oracle Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>), International Business Machines Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>), Snowflake Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SNOW#NYSE">SNOW</a>), Elastic N.V. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ESTC#NYSE">ESTC</a>), MongoDB, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MDB#NASDAQ">MDB</a>) and Pegasystems Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PEGA#NASDAQ">PEGA</a>) also well-positioned.
IBM&#8217;s cloud penetration has been particularly successful, presenting a major monetization opportunity. Despite investor skepticism, the analyst said the accelerating AI adoption in enterprises will benefit the software industry in 2025. The analyst also added IBM to the Wedbush Best Ideas List, reflecting higher confidence.
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</ul>
Photo via Shutterstock.

Analyst Ratings

ESTC

ORCL

PEGA

PLTR

SNOW

Which Stocks Benefit From AI Spending? Analyst Names IBM And More

The U.S. economy stands at a critical juncture. Mounting recession fears are colliding with the possibility of a technology-fueled productivity boom that could reshape the decade and power the stock <a href="https://www.benzinga.com/markets">market to new heights.</a>
In a note shared Monday, Ed Yardeni, one of Wall Street's most enduring bulls, said the U.S. economy faces "a fork in the road." The Yardeni Research president gives a 65% probability of a so-called Roaring 2020s scenario and a 35% chance of a more stagnant, stagflationary outcome, including a recession.
"We've decided to fold our 1990s meltup/meltdown scenario into our Roaring 2020s scenario," Yardeni said. 
"The current correction in the stock market suggests that the former has played out already, as the bull market's highflyers have been hit hardest."
<h3 class="wp-block-heading">What's Behind The Current Market Correction?</h3>
Markets have clearly been rattled. The S&amp;P 500 index — as tracked by the SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) — has declined 10.1% from its Feb. 19 peak through Mar. 13, while the Nasdaq 100, tracked by the Invesco QQQ Trust, Series 1 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>), has slid 11.8% since its Dec. 16 high.
&#8220;The Magnificent-7 stocks led the recent rout,&#8221; Yardeni said.
The Roundhill Magnificent Seven ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MAGS#NYSE">MAGS</a>)—tracking the elite group of tech giants like Microsoft Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NYSE">MSFT</a>), Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), NVIDIA Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), 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>), Amazon Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) and Tesla, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) —has dropped 18.8% from its Dec. 17 peak.
This contrasts with the Defiance Large Cap ex-Mag 7 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EXMAGS#NYSE">EXMAGS</a>), often referred to as the "S&amp;P 493," which is down just 6% since mid-February. The sharper decline in tech mega caps signals that the stock market correction is concentrated among prior highflyers.
These types of corrections—defined as 10%-20% pullbacks—typically reflect rising fears of an economic downturn.
Yet Yardeni stressed that forward earnings for the S&amp;P 500 continue to hit record highs, suggesting that Wall Street analysts remain more optimistic than investors. That divergence, he said, can be attributed to analysts being closely tied to corporate guidance, which often downplays macro fears.
<h3 class="wp-block-heading"> Two-Sided Outlook: Stagflation Or Productivity Boom?</h3>
Yardeni raised his recession probability to 35% earlier this month, attributing the increase to a "Trump Turmoil 2.0" characterized by tariff threats and political instability. Yet, his base case remains anchored in optimism.
In his Roaring 2020s scenario, Yardeni sees real GDP growth fueled by a 2% annual increase in productivity and labor force growth of 0.5%-1%, supporting potential economic expansion of 2.5%-3% annually. 
That would keep inflation in check, lift profit margins, boost wages and purchasing power, and ultimately push the S&amp;P 500 to 10,000 by the decade&#8217;s end.
"This includes the possibility of a rebound in the former highflyers," Yardeni said, suggesting tech stocks could still have room to run once market jitters subside.
<h3 class="wp-block-heading">What The Fed And Markets Are Pricing In</h3>
The Federal Reserve's March dot plot revealed that policymakers are still anticipating two rate cuts in 2024, followed by two in 2025 and one more in 2027. 
The longer-run federal funds rate remains anchored at 3%. These projections, along with the downgrade in real GDP forecasts to 1.7% for 2025, reflect the Fed's view of a soft landing. They also acknowledge the economic drags coming from tighter fiscal policy and potential trade disruptions.
Fed officials trimmed their real GDP growth expectations across the board: 
<ul>
<li>from 2.1% to 1.7% for 2025</li>
<li>from 2.0% to 1.8% for 2026, and</li>
<li>from 1.9% to 1.8% for 2027.</li>
</ul>
The Fed also raised its inflation forecast for core personal consumption expenditures, the central bank's preferred inflation gauge, to 2.8% for year-end 2024, up from 2.5% in December.
Kalshi, a prediction market regulated by the Commodity Futures Trading Commission, shows a 40% probability of a U.S. recession in 2025. That&#8217;s slightly higher than Yardeni's 35% estimate. These odds have ticked higher recently, mirroring growing concern over macro headwinds and geopolitical noise.
<iframe loading="lazy" src="https://kalshi.com/external-widgets/events/RECSSNBER-25/markets/RECSSNBER-25?color_scheme=light&#038;widget_size=large&#038;utm_campaign=benzinga_widget" width="552px" height="400px" style="border:0"></iframe>
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</ul>
Image: Shutterstock

Large Cap

Sector ETFs

Broad U.S. Equity ETFs

Econ #s

ETFs

EXMAGS

MAGS

US Economy Faces 'Fork In The Road': Is Yardeni's 'Roaring 2020s' Still Possible?

<ul>
<li>TSLA</li>
<li>NVDA</li>
<li>MSTR</li>
<li>LUNR</li>
<li>HOOD</li>
<li>WAR</li>
<li>GAP</li>
<li>AMD</li>
<li>AAPL</li>
<li>GOOGL</li>
</ul>
Data from <a href="https://swaggystocks.com/dashboard/wallstreetbets/ticker-sentiment">https://swaggystocks.com/dashboard/wallstreetbets/ticker-sentiment</a>
&nbsp;

HOOD

LUNR

MSTR

Top 10 Trending Stocks On WallStreetBets As Of March 24, 2025 (Via Swaggy Stocks)

Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) has reportedly been discovered to be profiting from its Llama AI models through revenue-sharing agreements with host businesses.
What Happened: An unredacted court filing submitted by attorneys for the plaintiffs in the copyright lawsuit Kadrey v. Meta reveals that the company earns a share of the revenue from businesses that host its Llama AI models. The lawsuit indicates that the company reportedly trained its Llama models using pirated e-books.
The filing does not specify which hosts pay Meta, but the company has previously listed partners including Amazon&#8217;s AWS, Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Databricks, Groq, Dell (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NASDAQ">DELL</a>), Microsoft Inc&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) Azure, Alphabet&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) Google Cloud, and Snowflake (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SNOW#NYSE">SNOW</a>). While developers can download and run Llama models independently, many choose to use a host partner for additional services and tooling.
Meta did not immediately respond to <a href="http://pro.benzinga.com">Benzinga&#8217;s</a> request for comment. 
Meta CEO&nbsp;Mark Zuckerberg suggested the possibility of monetizing Llama models during an earnings call in April, hinting that companies reselling these services should share a portion of their revenue with Meta. However, Zuckerberg later backtracked and in a July blog post, the Meta CEO stated, "selling access" to Meta's openly available Llama AI models "isn't [Meta's] business model."
The recent revelation of these revenue-sharing agreements contradicts the company&#8217;s latest stance and suggests that Meta has begun to act on its previous strategy.
SEE ALSO: <a href="https://www.benzinga.com/news/large-cap/25/03/44435971/shell-announces-final-investment-decision-for-major-brazil-oil-field-set-for-120000-barrels-day?utm_source=taboola&amp;utm_medium=exchange&amp;tblci=GiD1tFFNH-r-bulyXzVS-mm-BVNR3nb6Ojb3DSX9l1ZrFSCN1Vco-bzE2a_GnIwXMO-ISg#tblciGiD1tFFNH-r-bulyXzVS-mm-BVNR3nb6Ojb3DSX9l1ZrFSCN1Vco-bzE2a_GnIwXMO-ISg">Shell Announces Final Investment Decision for Major Brazil Oil Field, Set for 120,000 Barrels/Day</a>
Why It Matters: This revelation comes just days after Zuckerberg announced that Meta&#8217;s Llama model had reached a milestone of <a href="https://www.benzinga.com/25/03/44393122/mark-zuckerberg-announces-that-metas-llama-model-hits-1-billion-downloads-each-llama-download-represents-a-vote-of-confidence-in-open-source-ai-says-vp">1 billion downloads</a>. Zuckerberg celebrated this achievement on Threads, stating that each download represented a &#8220;vote of confidence in open source AI&#8221;. The new court filing, however, raises questions about Meta&#8217;s revenue strategy and the company&#8217;s transparency with its partners and users.
Zuckerberg stated that Meta benefits from Llama mainly through AI research-driven improvements. Llama models power various Meta products, including its AI assistant, Meta AI. Despite ongoing legal battles, Meta continues to advance its AI investments. The Zuckerberg-led company also intends to launch a trial paid subscription service for Meta AI, offering users access to advanced versions of its technology.
Meta holds a momentum rating of 78.90% and a growth rating of 77.28%, according to&nbsp;<a href="https://www.benzinga.com/report/META" target="_blank" rel="noreferrer noopener">Benzinga&#8217;s Proprietary Edge Rankings</a>. The Benzinga Growth metric evaluates a stock's historical earnings and revenue expansion across multiple timeframes, prioritizing both long-term trends and recent performance. For an in-depth report on more stocks and insights into growth opportunities,&nbsp;<a href="https://www.benzinga.com/screener/top-momentum-stocks" target="_blank" rel="noreferrer noopener">sign</a>&nbsp;<a href="https://www.benzinga.com/screener/top-momentum-stocks" target="_blank" rel="noreferrer noopener">up for Benzinga Edge.</a>
<ul>
<li>READ MORE: <a href="https://www.benzinga.com/news/global/25/03/44452731/nova-scotia-joins-other-canadian-provinces-in-excluding-elon-musks-tesla-from-ev-rebate-program">Nova Scotia Joins Other Canadian Provinces In Excluding Elon Musk&#8217;s Tesla From EV Rebate Program</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's Meta Profits From Llama AI Models Despite Denials, Court Filing Reveals

Kai-Fu Lee, the former head of 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 China and founder of AI startup 01.AI, says the <a href="https://www.benzinga.com/news/24/02/37179799/elon-musk-taunts-sam-altman-and-openai-over-open-image">rise of open-source AI</a> models like DeepSeek has exposed an existential risk to OpenAI's business—and he's pivoting his company accordingly.
What Happened: On Saturday, Lee shared a clip from his interview with Bloomberg, in which he stated that the AI industry is consolidating around a few foundational models—and that open source is emerging as the inevitable winner.
"In both U.S. and China, the pre-training of a giant model has consolidated… it's become clear that open-source will be the winner," Lee said. He added that closed model companies like OpenAI "got shocked when they saw a model as good" as DeepSeek's.
See Also:&nbsp;<a href="https://www.benzinga.com/tech/25/03/44429586/elon-musk-says-hang-on-to-your-stock-in-surprise-late-evening-tesla-all-hands-meeting-touts-7-million-evs-optimus-robot-and-ai-supercomputer-dojo" target="_blank" rel="noreferrer noopener">Elon Musk Says ‘Hang On To Your Stock' In Surprise Late-Evening Tesla All-Hands Meeting — Touts 7 Million EVs, Optimus Robot, And AI Supercomputer Dojo</a>
Lee also pointed out the dramatic cost disparity between the two approaches.
&nbsp;"OpenAI's cost was $7 billion in 2024. DeepSeek probably operated with 2% of that."
He questioned the long-term sustainability of OpenAI's business model, especially when competing against open-source projects that offer similar quality at a fraction of the cost.
"With that kind of formidable competitor, I think Sam Altman is probably not sleeping well," he added.
Subscribe to the&nbsp;<a href="https://bztechtrends.beehiiv.com/subscribe" target="_blank" rel="noreferrer noopener">Benzinga Tech Trends newsletter</a>&nbsp;to get all the latest tech developments delivered to your inbox.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">The biggest revelation from Deepseek is that Open Source has won. For a 1% difference in performance, it will be difficult for OpenAI to justify its price when the competition is free and formidable. -from my interview with Bloomberg <a href="https://t.co/7DiaMZ5GWw">pic.twitter.com/7DiaMZ5GWw</a>
&mdash; Kai-Fu Lee (@kaifulee) <a href="https://twitter.com/kaifulee/status/1903277837978833170?ref_src=twsrc%5Etfw">March 22, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
Why It's Important: The open source vs. closed source AI model debates have also <a href="https://www.benzinga.com/news/24/07/39925842/elon-musk-agrees-with-arch-rival-mark-zuckerberg-after-meta-ceo-slams-closed-providers-like-openai-f">drawn support from key figures</a> like Elon Musk and Meta Platforms, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) CEO Mark Zuckerberg, who have both voiced support for more transparent development in AI.
Last year, Google introduced Gemma, a new family of open-source AI models. It is based on the same research and technology behind Gemini, Google&#8217;s <a href="https://www.benzinga.com/media/25/02/43683647/ex-google-ceo-eric-schmidt-warns-if-west-doesnt-get-its-act-together-on-open-source-ai-china-will-become-the-leader-if-we-dont-do-something">proprietary closed-source AI model</a> that powers the Gemini chatbot (formerly Bard).
In January, DeepSeek's open-source models, including its R1 release, disrupted the market—<a href="https://in.benzinga.com/markets/equities/25/03/44350873/nvidia-faces-new-ai-challenge-as-chinese-start-up-unveils-framework-to-cut-reliance-on-its-gpus">triggering a $593 billion</a> selloff in Nvidia Corporation's (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) market cap.
Last month, <a href="https://in.benzinga.com/markets/25/02/43878215/chinas-deepseek-to-open-source-key-code-repositories-in-a-bid-for-full-transparency">DeepSeek announced its decision</a> to open-source five of its code repositories. For many tech companies, open-sourcing code is a major decision, as these repositories often contain crucial intellectual property.
This approach stands in stark contrast to OpenAI, which has maintained a closed-source strategy.
Despite mounting competition from DeepSeek, ChatGPT remains widely popular. According to OpenAI's Chief Operating Officer, Brad Lightcap, the platform saw a 33% increase in users since December and now boasts over 400 million weekly active users as of February.
Image via Shutterstock
Check out more of Benzinga's Consumer Tech coverage by&nbsp;<a href="https://www.benzinga.com/topic/consumer-tech" target="_blank" rel="noreferrer noopener">following this link</a>.
Read Next:
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<li><a href="https://www.benzinga.com/news/legal/25/03/44344993/apple-reportedly-fights-uk-governments-unacceptable-encryption-order-behind-closed-doors-no-press-or-public-allowed" target="_blank" rel="noreferrer noopener">Apple Reportedly Fights UK Government's ‘Unacceptable' Encryption Order Behind Closed Doors — No Press Or Public Allowed</a></li>
</ul>

Media

Former Google China Head Bets Big On DeepSeek: 01.AI Founder Explains Why 'Sam Altman Is Probably Not Sleeping Well'

The past week has been a rollercoaster ride for the tech and auto industry, with&nbsp;Elon Musk&nbsp;making headlines and&nbsp;Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>)&nbsp;facing challenges. From surprise all-hands meetings to delivery estimates taking a hit, there&#8217;s a lot to unpack.
Let&#8217;s dive in.
Musk Urges Tesla Employees to Hold Onto Their Stock
In a surprise late-night all-hands meeting, Tesla CEO Musk encouraged employees to keep their stock. The meeting, originally scheduled for 9:30 p.m. ET, didn&#8217;t kick off until 9:58 p.m. ET.
<a href="https://www.benzinga.com/tech/25/03/44429586/elon-musk-says-hang-on-to-your-stock-in-surprise-late-evening-tesla-all-hands-meeting-touts-7-million-evs-optimus-robot-and-ai-supercomputer-dojo">Read the full article here.</a>
Tesla&#8217;s March Deliveries Expected to Dip
Despite Tesla&#8217;s shares plunging nearly 40% in 2025, the company recorded its highest weekly registrations in China this year. However, analysts predict that Tesla&#8217;s March deliveries will fall short of expectations.
<a href="https://www.benzinga.com/25/03/44374442/tesla-investors-advised-to-fasten-their-seatbelts-as-this-analyst-expects-march-deliveries-to-take-a-hit-its-still-best-positioned-company-in-physical-ai">Read the full article here.</a>
See Also: <a href="https://www.benzinga.com/news/global/25/03/44430545/80-tesla-vehicles-damaged-at-dealership-in-hamilton-a-series-of-mischief-says-police" target="_blank" rel="noreferrer noopener">80 Tesla Vehicles Damaged At Dealership In Hamilton: ‘A Series Of Mischief,' Says Police</a>
Waymo Takes The Lead In Robotaxi Race
Alphabet Inc.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) Waymo has taken a significant lead in the autonomous vehicle market, with over 2 million paid robotaxi rides across multiple U.S. cities. Meanwhile, Amazon&#8217;s Zoox is giving Tesla a run for its money.
<a href="https://www.benzinga.com/markets/equities/25/03/44349240/googles-waymo-leads-robotaxi-race-with-2-millon-paid-rides-zoox-challenges-tesla-for-second-spot-as-unsupervised-autonomy-becomes-table-stakes-says-gary-black">Read the full article here.</a>
Nvidia Partners with General Motors
Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) CEO Jensen Huang announced a partnership with General Motors (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>) for its self-driving segment, stating that &#8220;the time for autonomous vehicles has arrived.&#8221;
<a href="https://www.benzinga.com/tech/25/03/44383445/nvidia-ceo-jensen-huang-announces-gm-partnership-the-time-for-autonomous-vehicles-has-arrived">Read the full article here.</a>
Tesla Owners May Face Higher Insurance Premiums
Tesla owners might have to shell out more for insurance due to a surge in vandalism against the company&#8217;s vehicles. Incidents of spray-painting, arson, and even shootings have been reported, fueled by resentment towards Elon Musk&#8217;s association with the Trump administration.
<a href="https://www.benzinga.com/markets/equities/25/03/44432174/tesla-owners-might-have-to-pay-more-for-insurance-amid-a-surge-in-attacks-on-elon-musk-led-ev-giants-vehicles-expert">Read the full article here.</a>
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Photo courtesy: Shutterstock
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/ananya-gairola" target="_blank" rel="noreferrer noopener">Ananya Gairola</a>

Elon Musk's Late-Night Pep Talk, Tesla's Delivery Woes, And More: This Week In Mobility

The past week has been a rollercoaster ride in the world of artificial intelligence (AI). From Google&#8217;s ambitious 100-day AI sprint to OpenAI&#8217;s legal troubles, Nvidia&#8217;s AI advancements, and concerns over an AI bubble, the industry has seen it all. Let&#8217;s dive into the details.
Google&#8217;s 100-Day AI Sprint
Alphabet Inc.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) Google took on a 100-day challenge to develop a rival to ChatGPT. The project, named Bard, was led by Sissie Hsiao, a Google veteran with over 16 years of experience. The team&#8217;s objective was to counter the rising popularity of OpenAI's ChatGPT.
<a href="https://www.benzinga.com/25/03/44447804/a-peek-inside-googles-100-day-ai-sprint-how-gemini-went-from-generating-controversial-images-to-emerging-as-a-chatgpt-rival">Read the full article here.</a>
Legal Action Against OpenAI
A Norwegian man, Arve Hjalmar Holmen, has filed a lawsuit against OpenAI led by Sam Altman, alleging that ChatGPT falsely accused him of murdering his children. The false claim was discovered when Holmen asked ChatGPT about himself.
<a href="https://www.benzinga.com/25/03/44447760/sam-altman-led-openai-faces-legal-action-after-chatgpt-hallucination-claims-man-murdered-his-childrendigital-rights-group-says-it-violates-eu-law">Read the full article here.</a>
Nvidia&#8217;s Humanoid AI Brain
Nvidia Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) unveiled Groot N1, a new foundation model for humanoid robots, at GTC 2025. The company&#8217;s CEO, Jensen Huang, believes this development in embodied AI could potentially fill a growing labor gap and become the largest industry.
<a href="https://www.benzinga.com/tech/25/03/44390580/nvidia-just-unveiled-a-humanoid-ai-brain-which-allows-robots-to-think-slow-jensen-huang-says-this-could-very-well-likely-be-the-largest-industry-of-all">Read the full article here.</a>
Nvidia and General Motors Partnership
Nvidia&#8217;s CEO, Jensen Huang, announced a partnership with General Motors Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>) for its self-driving segment at the GPU Technology Conference (GTC). Huang declared that the era of autonomous vehicles has arrived.
<a href="https://www.benzinga.com/tech/25/03/44383445/nvidia-ceo-jensen-huang-announces-gm-partnership-the-time-for-autonomous-vehicles-has-arrived">Read the full article here.</a>
Concerns Over AI Bubble
The &#8216;Magnificent 7&#8217; companies, including Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) and Amazon.com (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), are expected to spend over $330 billion on AI infrastructure in 2025. However, China's AI breakthrough, despite the chip shortage, could affect these targets, potentially impacting profitability.
<a href="https://www.benzinga.com/markets/equities/25/03/44371661/ai-bubble-bursting-magnificent-7s-profit-margins-face-pressure-as-capital-spending-can-tumble-in-2025">Read the full article here.</a>
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Photo courtesy: Shutterstock
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>

Google's AI Sprint, OpenAI Legal Drama, Nvidia's AI Innovations, And AI Bubble Concerns: This Week In Artificial Intelligence

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 embarked on a 100-day mission to create a competitor to ChatGPT. The project, led by&nbsp;Sissie Hsiao, aimed to counter the rising popularity of&nbsp;OpenAI&#8217;s&nbsp;ChatGPT.
What Happened: In December 2022, Hsiao, a veteran of over 16 years at Google, was tasked with assembling a team to develop a chatbot named Bard, as reported <a href="https://www.wired.com/story/google-openai-gemini-chatgpt-artificial-intelligence/">by</a>&nbsp;Wired.
This initiative was part of Google&#8217;s response to the &#8220;code red&#8221; triggered by ChatGPT&#8217;s release. Despite initial challenges, including Bard&#8217;s inaccuracies and offensive responses, the team pushed forward.
Google executives, including&nbsp;Sundar Pichai, emphasized the need for rapid progress.
The urgency was heightened by the integration of ChatGPT into&nbsp;Microsoft Corp.'s&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) Bing search engine.
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To maintain its AI leadership, Google accelerated Bard&#8217;s development, branding it as an &#8220;experiment&#8221; to manage expectations.
Despite setbacks, such as a factual error in a marketing video that affected Alphabet&#8217;s stock value, Google continued to refine Bard.
The company ultimately merged its AI research teams, DeepMind and Google Brain, to create a more powerful language model, Gemini, which outperformed ChatGPT in several tests.
See Also: <a href="https://www.benzinga.com/tech/25/03/44209069/amazon-execs-question-microsofts-quantum-computing-breakthrough-says-its-necessary-to-push-back-against-satya-nadellas-comments-report">Amazon Execs Question Microsoft&#8217;s Quantum Computing Breakthrough, Say It&#8217;s Necessary To &#8216;Push Back&#8217; Against Satya Nadella&#8217;s Comments: Report</a>
Why It Matters: The race to develop a ChatGPT rival is a crucial chapter in Google&#8217;s AI journey.
In December 2023, Google unveiled&nbsp;<a href="https://www.benzinga.com/news/23/12/36131334/google-fires-biggest-salvo-against-openai-with-gemini-and-tiktok-parent-says-more-powerful-model-com">Gemini</a>, marking a significant move against OpenAI.
In early 2024, Google faced challenges with Gemini, including inaccurate image generation, leading to a temporary suspension of this feature.
<a href="https://www.benzinga.com/news/24/02/37256429/gemini-ai-takes-a-timeout-google-halts-image-generation-after-historical-figure-controversy">Controversies</a>&nbsp;surrounding Gemini&#8217;s inaccuracies prompted&nbsp;Sundar Pichai&nbsp;to acknowledge the issues, stating they were &#8220;completely unacceptable.&#8221;
Amid these challenges,&nbsp;Elon Musk&nbsp;<a href="https://www.benzinga.com/news/24/03/37763969/elon-musk-says-woke-ai-like-google-gemini-can-be-deadly-it-will-do-whatever-it-can-potentially-even">voiced concerns</a> about the potential dangers of &#8220;woke AI&#8221; like Gemini, highlighting the risks associated with AI programmed to enforce diversity.
Despite these hurdles, analysts remain optimistic about&nbsp;<a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/10/41633398/alphabet-at-the-forefront-of-the-ai-race-analysts-see-attractive-valuation-highligh">Alphabet&#8217;s position</a>&nbsp;in the AI race, citing its strength in cloud, search, and YouTube segments.
Check out more of Benzinga's Consumer Tech coverage by&nbsp;<a href="https://www.benzinga.com/topic/consumer-tech" target="_blank" rel="noreferrer noopener">following this link</a>.
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Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: Google

A Peek Inside Google's 100-Day AI Sprint: How Gemini Went From Generating Controversial Images To Emerging As A ChatGPT Rival

A Norwegian man has taken legal action against Sam Altman-led OpenAI alleging that ChatGPT falsely claimed he murdered his children.
What Happened: Arve Hjalmar Holmen discovered the alleged fabrication after asking ChatGPT, "Who is Arve Hjalmar Holmen?"&nbsp;
The AI chatbot responded with an invented story that he had murdered two sons, attempted to kill a third, and was sentenced to 21 years in prison.
"Some think that there is no smoke without fire—the fact that someone could read this output and believe it is true is what scares me the most," Holmen said, adding that the hallucination was damaging to his reputation, <a href="https://www.bbc.com/news/articles/c0kgydkr516o">reported</a> BBC.
The digital rights organization Noyb, which is representing Holmen in the complaint, argues that ChatGPT's response is defamatory and violates European data protection laws regarding the accuracy of personal information.
See Also:&nbsp;<a href="https://www.benzinga.com/25/03/44390868/apples-new-passwords-app-left-users-exposed-to-phishing-attacks-for-months-due-to-serious-http-flaw-researchers-reveal" target="_blank" rel="noreferrer noopener">Apple's New Passwords App Left Users Exposed To Phishing Attacks For Months Due To Serious HTTP Flaw</a>
"You can't just spread false information and in the end add a small disclaimer saying that everything you said may just not be true," said Noyb lawyer Joakim Söderberg.
Microsoft Corp.-backed (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) OpenAI responded by saying the issue stemmed from an older version of ChatGPT and that newer models, including those with real-time web search, offer improved accuracy, the report noted.
"We continue to research new ways to improve the accuracy of our models and reduce hallucinations," the company said in a statement.
Subscribe to the&nbsp;<a href="https://bztechtrends.beehiiv.com/subscribe" target="_blank" rel="noreferrer noopener">Benzinga Tech Trends newsletter</a>&nbsp;to get all the latest tech developments delivered to your inbox.
Why It's Important: The case highlights growing concerns over AI hallucinations—when generative models produce false yet convincing content.
Previously, Yann LeCun, Meta Platforms Inc.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) chief AI scientist and &#8220;Godfather of AI,&#8221; said that <a href="https://www.benzinga.com/news/24/03/37559453/godfather-of-ai-explains-why-chatgpt-copilot-and-other-ai-chatbots-hallucinate">AI hallucinations stem from</a> their autoregressive prediction process—each time the AI generates a word or token, there's a chance it might deviate from a logical response, gradually leading the conversation astray.
In 2023, Sundar Pichai, CEO of 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>) also acknowledged that AI technology, in general, is <a href="https://www.benzinga.com/news/23/04/31849266/sundar-pichai-opens-up-about-google-bards-trippy-troubles-no-one-in-the-field-has-yet-solved-halluci">still grappling with hallucination</a> problems.
Earlier this year, Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) temporarily halted its Apple Intelligence news summary tool in the U.K. after it <a href="https://www.benzinga.com/25/01/42836957/apple-acknowledges-ai-flaws-after-bbc-complaint-vows-fix-for-misleading-news-summaries">generated inaccurate headlines</a> and misrepresented them as factual.
Google&#8217;s AI Gemini has also struggled with hallucinations—last year, it bizarrely advised using <a href="https://www.benzinga.com/news/24/05/39104319/google-defends-feature-that-spews-results-like-glue-on-pizza-and-obama-the-first-muslim-president-ai">glue to attach cheese to pizza</a> and claimed that geologists suggest people consume one rock per day.
Check out more of Benzinga&#8217;s Consumer Tech coverage by&nbsp;<a href="https://www.benzinga.com/topic/consumer-tech" target="_blank" rel="noreferrer noopener">following this link</a>.
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Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: Shutterstock

Sam Altman-Led OpenAI Faces Legal Action Over ChatGPT 'Hallucination' That Accused Man Of Murder

After slipping into a technical correction this month, the S&amp;P 500 may be on the cusp of a powerful rebound that could drive it to new all-time highs — provided the U.S. economy avoids a recession, <a href="https://www.benzinga.com/topic/expert-ideas">as historical patterns suggest.</a>
In a note shared Friday titled "Where To Invest Now", Goldman Sachs chief U.S. equity strategist David J. Kostin said the S&amp;P 500 index — as tracked by the SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) — could climb to 6,200 points by the end of 2025. 
That&#8217;s a 12% increase from current levels of around 5,675, provided the U.S. economy manages to sidestep a downturn.
<h3 class="wp-block-heading">The Big &#8216;If&#8217;</h3>
"If the economy avoids a recession, 12-month forward return averages 12%," Kostin said, showing that historical data supports this conditional optimism. 
Looking back to 1950, history shows that when the S&amp;P 500 falls 10% and the U.S. economy sidesteps a recession, the index typically rebounds with a 12% gain over the following year.
If the window shortens to six months, the index typically returns about 8%.
Economists at Goldman Sachs and elsewhere are forecasting a gradual deceleration in growth. GDP is projected to slow from 2.8% in 2024 to between 2.0% and 2.2% in 2025, according to Goldman estimates.
The Federal Reserve Bank of Atlanta's GDPNow model is signaling even more fragility, forecasting a contraction of 1.8% for the first quarter of 2025 as of March 18, albeit a slight better revision from previous estimates.
Adding to investor anxiety is the spike in policy uncertainty. 
The U.S. Economic Policy Uncertainty Index has surged to one of its highest levels in 30 years, while Goldman Sachs' economics team expects the effective U.S. tariff rate to jump by 10 percentage points. That would raise the average tariff burden to 13%—the steepest since 1938.
<h3 class="wp-block-heading">Market Rotation: The Fall of the Magnificent 7?</h3>
2025 has started on a shaky note for megacap tech names. 
The so-called Magnificent 7 — Microsoft Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NYSE">MSFT</a>), Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), NVIDIA Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), 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>), Amazon Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) and Tesla, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) — have collectively delivered a year-to-date return of negative 12%.
That underperformance contrasts with the rest of the S&amp;P 500: the remaining 493 companies have gained 1% in the same period, suggesting a rotation out of megacaps into broader market exposure.
&#8220;Tesla has declined by 50%, more than twice the fall of the other Mag 7 stocks,&#8221; Kostin said.
&#8220;Market share of top 7 stocks in S&amp;P 500 is now 31%, down from nearly 35% before the correction.&#8221;
<h3 class="wp-block-heading">Spending Like It's 2023? Capex Boom Continues</h3>
Yet, big tech isn't tightening the purse strings. Goldman Sachs forecasts that capital expenditures for the Magnificent 7 will jump 32% this year to $333 billion — twice the amount they spent annually before the launch of OpenAI's ChatGPT in late 2022.
Leading the investment surge are Amazon.com and Alphabet, expected to spend $103 billion and $75 billion respectively in 2025. Nvidia will more than double its capex to $45 billion, while Meta Platforms plans a 36% increase to $61 billion.
This aggressive reinvestment signals long-term confidence in artificial intelligence and cloud infrastructure. 
Despite recent stock pressure, these companies are aggressively ramping up spending — a signal they're betting big on long-term growth and the durability of their business models.
<figure class="wp-block-table is-style-stripes"> 
<table>
<thead>
<tr>
<th>Company</th>
<th>2025 Capex ($ bn)</th>
<th>YoY Growth</th>
</tr>
</thead>
<tbody>
<tr>
<td>Amazon</td>
<td>103</td>
<td>+25%</td>
</tr>
<tr>
<td>Alphabet</td>
<td>75</td>
<td>+42%</td>
</tr>
<tr>
<td>Microsoft</td>
<td>66</td>
<td>+20%</td>
</tr>
<tr>
<td>Meta Platforms</td>
<td>61</td>
<td>+36%</td>
</tr>
<tr>
<td>Apple</td>
<td>13</td>
<td>+17%</td>
</tr>
<tr>
<td>Tesla</td>
<td>11</td>
<td>-6%</td>
</tr>
<tr>
<td>Nvidia</td>
<td>45</td>
<td>+112%</td>
</tr>
<tr>
<td>Total</td>
<td>333</td>
<td>+32%</td>
</tr>
</tbody>
</table>
</figure>
<h3 class="wp-block-heading">S&amp;P 500 Earnings Poised To Grow 7% This Year</h3>
Goldman maintains a constructive stance on the earnings trend. The firm projects S&amp;P 500 aggregate earnings per share will rise 7% to $262 in 2025. That's slightly below the consensus estimate of $270, which assumes 10% growth.
Goldman's valuation model implies a year-end price-to-earnings multiple of 20.6, supported by expectations that nominal 10-year Treasury yields will stay broadly flat around 4.35%.
One of the biggest tailwinds for equities right now is the investor allocation itself. According to Goldman, investors currently have more than 50% of their financial assets tied up in stocks—an all-time high.
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Image: Shutterstock

S&P 500 Could Soar 12% By Year-End—But Only If Recession Is Avoided, Goldman Sachs Says

On Thursday, Anthropic, backed by Amazon.com, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) and Alphabet Inc.'s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) Google, announced that its Claude chatbot can now search the internet, bringing it in line with competitors like OpenAI's ChatGPT, Google's Gemini, and Mistral's Le Chat.
What Happened: The feature, currently in preview for paid users in the U.S., is available via Claude 3.7 Sonnet—the company's most advanced model.
Users can enable web search through profile settings in the Claude web app.
See Also: <a href="https://www.benzinga.com/tech/25/03/44429586/elon-musk-says-hang-on-to-your-stock-in-surprise-late-evening-tesla-all-hands-meeting-touts-7-million-evs-optimus-robot-and-ai-supercomputer-dojo">Elon Musk Says &#8216;Hang On To Your Stock&#8217; In Surprise Late-Evening Tesla All-Hands Meeting — Touts 7 Million EVs, Optimus Robot, And AI Supercomputer Dojo</a>
"When Claude incorporates information from the web into its responses, it provides direct citations so you can easily fact-check sources," Anthropic said in a blog post. "Instead of finding search results yourself, Claude processes and delivers relevant sources in a conversational format."
Why It&#8217;s Important: The move marks a shift from Anthropic's earlier stance that Claude should be "self-contained." While web results were previously off-limits, competitive pressure appears to have changed that.
Anthropic's challenge now is to offer relevance without sacrificing accuracy.
Subscribe to the&nbsp;<a href="https://bztechtrends.beehiiv.com/subscribe" target="_blank" rel="noreferrer noopener">Benzinga Tech Trends newsletter</a>&nbsp;to get all the latest tech developments delivered to your inbox.
A <a href="https://www.cjr.org/tow_center/we-compared-eight-ai-search-engines-theyre-all-bad-at-citing-news.php">study</a> published earlier this month by the Tow Center for Digital Journalism found that AI chatbots, including ChatGPT and Gemini, gave incorrect responses to over 60% of queries involving news.
In March 2025, Anthropic <a href="https://www.benzinga.com/tech/25/03/44099466/bitcoin-ethereum-dogecoin-nosedive-as-trumps-tariff-moves-wipe-out-crypto-reserve-fueled-gains-analyst-says-breaking-through-this-barrier-will-help-btc-touch-new-highs">raised $3.5 billion in a Series E funding</a> round, elevating its valuation to $61.5 billion.
Last month, the company also <a href="https://www.benzinga.com/markets/25/02/43753772/jeff-bezos-backed-anthropic-fights-us-proposal-blocking-google-from-investing-in-ai-startups-says-it-would-benefit-rivals-openai-mark-zuckerbergs-meta">filed a plea</a> with a federal court to challenge a U.S. government proposal that aimed to restrict Google&#8217;s investments in AI startups.
Image Courtesy: Shutterstock.com
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Disclaimer:&nbsp;This content was partially produced with the help of&nbsp;<a href="https://www.benzinga.com/author/benzinga-neuro" target="_blank" rel="noreferrer noopener">Benzinga Neuro</a>&nbsp;and was reviewed and published by Benzinga editors.

Anthropic Just Gave Claude Web Search Powers—Here's What It Means For AI Chatbot Wars Against ChatGPT, Gemini, And Mistral

Perplexity AI CEO Aravind Srinivas said on Thursday that &#8220;Perplexity will make Apple Intelligence work,&#8221; responding to a social media post suggesting the artificial intelligence startup should replace Siri on iPhones.
What Happened: The comment comes as Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) faces mounting criticism over its delayed AI initiatives and reported internal turmoil surrounding its Siri virtual assistant.
Apple&#8217;s AI efforts have reached what Bloomberg&#8217;s Mark Gurman described as a &#8220;crisis&#8221; point, with key executives including CEO Tim Cook, software chief Craig Federighi, and AI lead John Giannandrea reportedly sharing blame for failing to deliver promised features. The issues coincide with Apple&#8217;s annual <a href="https://in.benzinga.com/media/25/03/44350512/apples-ai-crisis-reaches-boiling-point-ahead-of-top-100-executive-retreat-tim-cook-and-key-execs-called-out-over-siri-failure-by-top-analyst">Top 100 executive retreat this week</a>.
The move follows admissions from Siri division senior director Robby Walker, who called the delays &#8220;ugly and embarrassing,&#8221; blaming premature marketing for <a href="https://in.benzinga.com/25/03/44345486/apple-scrambles-to-fix-siris-ugly-and-embarrassing-ai-failures-after-public-missteptop-executive-admits-marketing-it-too-soon-made-things-worse">features that weren&#8217;t ready</a>.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Perplexity will make Apple Intelligence work. <a href="https://t.co/GzIrbdNczB">https://t.co/GzIrbdNczB</a>
&mdash; Aravind Srinivas (@AravSrinivas) <a href="https://twitter.com/AravSrinivas/status/1902756938078961758?ref_src=twsrc%5Etfw">March 20, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
See Also: <a href="https://www.benzinga.com/news/large-cap/25/03/44426552/buffetts-berkshire-hathaway-outpaces-sp-500-with-best-2-month-run-since-2010">Buffett&#8217;s Berkshire Hathaway Outpaces S&amp;P 500 With Best 2-Month Run Since 2010</a>
Why It Matters: Meanwhile, Perplexity AI, backed by Jeff Bezos and NVIDIA Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), has been gaining momentum. The company recently launched an advanced assistant for Android devices and secured a major partnership with SoftBank Corp. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SFTBY#OTC">SFTBY</a>), which deployed 7,000 sales team members to<a href="https://www.benzinga.com/markets/equities/25/03/44370200/softbank-signs-agreement-to-resell-perplexity-enterprise-pro-deploying-7000-sales-members-to-drive-adoption-in-japan"> drive enterprise adoption in Japan</a>.
Apple&#8217;s AI struggles have contributed to a 12.2% stock decline year-to-date, with Morgan Stanley recently lowering its price <a href="https://in.benzinga.com/analyst-ratings/analyst-color/25/03/44284821/apple-stock-takes-a-bite-out-of-investors-as-siri-fumbles-ai-race">target from $275 to $252</a>.
Despite the setbacks, Tim Cook expressed confidence in Apple Intelligence last October, stating the technology would make Apple products &#8220;profoundly different&#8221; and put users &#8220;on a different technology curve,&#8221; comparing its significance to the iPhone&#8217;s touch interface.
Apple faces intense competition in the AI space from Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>), Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), OpenAI, Meta Platforms, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>), and Amazon.com, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>).
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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.

Perplexity Can Make 'Apple Intelligence Work' Says CEO Aravind Srinivas As iPhone Maker Attracts Criticism On Siri And AI Delays

Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) has been facing <a href="https://in.benzinga.com/25/03/44345486/apple-scrambles-to-fix-siris-ugly-and-embarrassing-ai-failures-after-public-missteptop-executive-admits-marketing-it-too-soon-made-things-worse">mounting pressure from investors</a> and competitors. On Thursday, CEO Tim Cook reportedly reshuffled its AI leadership to revive the struggling Siri assistant and catch up in the generative AI race.
What Happened: Apple has moved Mike Rockwell — the executive behind the Vision Pro headset — into a new <a href="https://www.benzinga.com/media/25/03/44350512/apples-ai-crisis-reaches-boiling-point-ahead-of-top-100-executive-retreat-tim-cook-and-key-execs-called-out-over-siri-failure-by-top-analyst">leadership role overseeing Siri</a>, pulling the virtual assistant out from under AI chief John Giannandrea's control, <a href="https://www.bloomberg.com/news/articles/2025-03-20/apple-vision-pro-chief-mike-rockwell-named-siri-head-giannandrea-keeps-ai-role?srnd=undefined">reported</a> Bloomberg, citing people familiar with the matter.&nbsp;
Rockwell will now report to Craig Federighi, Apple's senior VP of software engineering, while Giannandrea retains oversight of other AI research initiatives.
See Also: <a href="https://www.benzinga.com/25/03/44390868/apples-new-passwords-app-left-users-exposed-to-phishing-attacks-for-months-due-to-serious-http-flaw-researchers-reveal">Apple&#8217;s New Passwords App Left Users Exposed To Phishing Attacks For Months Due To Serious HTTP Flaw</a>
The shift follows months of delays and missed deadlines for Apple Intelligence. Internally, Apple managers described the situation as ugly, with developers uncertain about when key features will ship.
These setbacks reportedly caused Cook to lose confidence in Giannandrea's ability to execute.
Subscribe to the&nbsp;<a href="https://bztechtrends.beehiiv.com/subscribe" target="_blank" rel="noreferrer noopener">Benzinga Tech Trends newsletter</a>&nbsp;to get all the latest tech developments delivered to your inbox.
Why It's Important: The leadership shake-up signals Apple's new <a href="https://www.benzinga.com/tech/25/03/44068020/apples-ai-crisis-falling-behind-in-the-ai-race">direction to turn around its AI performance</a>, especially as rivals like 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, Microsoft Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), and OpenAI surge ahead.
Apple&#8217;s AI missteps coincide with a 12.20% year-to-date stock decline as the company navigates broader market challenges.
Last week, Morgan Stanley flagged concerns about Apple&#8217;s AI delay, lowering its price <a href="https://in.benzinga.com/analyst-ratings/analyst-color/25/03/44284821/apple-stock-takes-a-bite-out-of-investors-as-siri-fumbles-ai-race">target from $275 to $252</a>.
Price Action: Apple shares closed Thursday at $214.10, declining 0.53% during the regular session. In after-hours trading, it dropped an addition of 0.19%, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro data</a>.
Check out more of Benzinga's Consumer Tech coverage by <a href="https://www.benzinga.com/topic/consumer-tech" target="_blank" rel="noreferrer noopener">following this link</a>.
Image via Shutterstock
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Apple Stock Down Over 12% This Year — Now Tim Cook Is Reportedly Betting On Vision Pro's Mike Rockwell To Fix Siri After Losing Confidence In AI Boss John Giannandrea

The future of telecommunications is now and investors are paying attention. With NVIDIA&#8217;s recent foray into AI-native 6G networks, the world is changing fast and there are huge opportunities for <a href="https://www.benzinga.com/etfs">telecom, AI, and semiconductor ETFs</a>.
Defiance ETFs CEO Sylvia Jablonski thinks this revolution is only just starting. &#8220;Telecom companies that want to stay competitive will need to invest in AI-powered networks, partner with AI tech leaders and upgrade to cutting-edge semiconductor technology. That's exactly why we built the Defiance Connective Technologies ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SIXG#NASDAQ">SIXG</a>) to capture this AI-driven telecom revolution,&#8221; she told Benzinga.
Nvidia Corp.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) new <a href="https://nvidianews.nvidia.com/news/nvidia-and-telecom-industry-leaders-to-develop-ai-native-wireless-networks-for-6g">deals </a>with T-Mobile Us Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TMUS#NASDAQ">TMUS</a>), MITRE, Cisco Systems Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>), ODC, and Booz Allen Hamilton Holding Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAH#NYSE">BAH</a>) that were announced in the GTC 2025 are a significant step forward in AI-powered telecommunications. Nvidia is taking the lead in the deployment of AI in wireless network hardware, software and infrastructure, paving the way for new-gen connectivity.
For investors, this transition offers attractive opportunities. The need for AI-driven networking chips, cloud computing infrastructure, telecom software and cybersecurity is likely going to boom. Broadcom Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), Marvell Technology Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>), Qualcomm Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>), Amazon.com Inc.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) AWS, Alphabet Inc.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>)(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) Google Cloud, Oracle Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NASDAQ">ORCL</a>), Cisco Systems, Ericsson and Nokia Oyj (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOK#NYSE">NOK</a>) are likely to gain. Naturally, ETFs holding stocks of these companies are seeing an upside potential, too.
Also Read: <a href="https://www.benzinga.com/25/03/44418376/is-nvidia-sitting-on-the-ai-goldmine-no-one-sees-yet">Is Nvidia Sitting On The AI Goldmine No One Sees Yet?</a>
<h1 class="wp-block-heading">ETFs That Stand To Gain</h1>
Jablonski points out that ETFs such as Defiance Connective Technologies provide exposure to these leaders, enabling investors to be part of the revolution in telecom networks.
Outside of that ETF, a number of other ETFs stand to gain from Nvidia&#8217;s and the telecom sector&#8217;s AI-led transformation:
• Global X Artificial Intelligence &amp; Technology ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AIQ#NASDAQ">AIQ</a>) targets AI-led innovation across sectors, such as cloud computing and telecommunications. 
• VanEck Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMH#NASDAQ">SMH</a>) contains top semiconductor players such as Nvidia, Broadcom and Qualcomm that form the backbone of AI-driven networking. 
• iShares U.S. Telecommunications ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/IYZ#BATS">IYZ</a>) offers exposure to large telecom companies such as Verizon Communications Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VZ#NYSE">VZ</a>) and T-Mobile. 
• ARK Autonomous Technology &amp; Robotics ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/ARKQ#BATS">ARKQ</a>) contains firms utilizing AI-based connectivity for automation and future mobility. 
• First Trust Nasdaq Cybersecurity ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CIBR#NASDAQ">CIBR</a>) also covers cybersecurity companies such as Palo Alto Networks Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>) and CrowdStrike Holdings Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWD#NASDAQ">CRWD</a>), which will be instrumental in protecting <a href="https://www.crowdstrike.com/platform/">AI-native</a> 6G <a href="https://www.paloaltonetworks.com/blog/2024/11/a-security-first-approach-to-6g/#:~:text=Next%20Steps,development%20and%20deployment%20of%206G.">networks</a>.
The actual impact of AI-enabled 6G is much greater than the telecommunications sector. From health and finance to manufacturing and self-driving cars, AI-enhanced networks will bring efficiency, security and performance to many different industries. 
Jablonski noted, &#8220;AI-integrated telecom networks will boost productivity and connectivity across several industries: healthcare – enabling remote surgeries, real-time diagnostics and telemedicine; finance, strengthening cybersecurity for transactions and real-time market analysis; manufacturing, enhancing automation and predictive maintenance and autonomous vehicles, powering AI-native Vehicle-to-Everything (V2X) communication.&#8221;
The financial benefit won&#8217;t directly touch consumers&#8217; wallets. &#8220;In the short term, telecom companies will likely use AI-driven efficiency to increase their profits as they recover infrastructure investment costs. Over time, as AI optimizes network operations, consumers could see more competitive pricing and improved services — similar to how cloud services have evolved.&#8221; 
In the long run, with AI optimizing network operations, customers may experience more competitive rates and better services.
But, AI-driven networks may create a divide between telecom and tech giants. &#8220;Companies like AWS, Google Cloud and Microsoft Azure are expanding into telecom with AI-driven cloud services. Traditional telecom providers that fail to adapt may struggle to compete with these tech-driven companies,&#8221; she noted.
Nvidia&#8217;s AI-native 6G project is a game-changer and the investment environment is changing rapidly. With partnerships that range from telecom behemoths to cloud and cybersecurity companies, the argument for ETFs such as Defiance Connective Technologies ETF and Defiance Quantum ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QTUM#NASDAQ">QTUM</a>) has never been more compelling. As AI-powered networks redefine connectivity, investors can seize the opportunity to ride the future of telecommunications technology.
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EXCLUSIVE: Why Defiance ETF CEO Sees Big Gains Ahead During Nvidia's 6G Revolution

Investing in <a href="https://www.benzinga.com/personal-finance/25/03/44376666/high-yield-dividend-investor-making-12900-per-year-names-10-favorite-stocks-took-me-almost-3-years-to-get-to-this-point">stocks</a> and funds is one of the most powerful ways to build <a href="https://www.benzinga.com/personal-finance/25/01/42773692/i-dont-want-you-to-invest-like-im-young-mark-cuban-reveals-how-he-protected-his-wealth-after-selling-his-first-company">wealth</a> over time, but choosing the right assets and strategy can be overwhelming, especially if you&#8217;re dealing with a large sum of money.
While some investors prefer high-risk, high-reward plays, others swear by the reliability of long-term holding. Besides individual stocks, ETFs have become a popular option for investors looking for long-term stability, thanks to their diversification, low costs, and ease of access.
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With $250,000 to invest and confused about which assets to buy, one Reddit user turned to the online discussion board to seek advice. The Redditor has no immediate need of that money, no wife, no kids, and a full-time job that leaves him with little time to dive deep into investment research.
His main goal is to maximize the returns in five to seven years but he&#8217;s unsure about the best approach to deploy his funds.
&#8220;I&#8217;ve also spoken with a few financial advisors and just wanted to get varying points of view. I don&#8217;t need this cash for 5-7 years. So maximum return on that timeframe I suppose?&#8221; he wrote.
The poster has mentioned a preliminary plan, which includes monthly investments into individual stocks and ETFs, such as NVIDIA Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Microsoft Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), Alphabet Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>, GOOG)), Vanguard S&amp;P 500 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VOO#NYSE">VOO</a>), Schwab U.S. Dividend Equity ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SCHD#NYSE">SCHD</a>), and even cryptocurrencies like Bitcoin and Ethereum.
He&#8217;s also considering dollar-cost averaging around $12,000 monthly over the next 12 months, but isn&#8217;t sure about the best investment interval and whether his current allocation is too broad or too concentrated.
Trending: It&#8217;s no wonder Jeff Bezos holds over $250 million in art — <a href="https://www.benzinga.com/money/masterworks">this alternative asset has outpaced the S&amp;P 500 since 1995, delivering an average annual return of 11.4%. Here&#8217;s how everyday investors are getting started.</a>
Reddit has offered plenty of suggestions in the comments, so let&#8217;s dive into those.
<h2 class="wp-block-heading">No Wife, No Kids, $250,000 to Invest and Little Time to Study Investing – Reddit Advises the Poster</h2>
Lump Sum Vs. Dollar-Cost Averaging
The thread has seen a debate between some users recommending investing the whole sum and those suggesting dollar-cost averaging. Some even suggested a hybrid approach.
&#8220;You can put half in now and then the rest over 6-12 months. A good compromise between lump sum and dollar-cost averaging,&#8221; a comment says.
A commenter mentioned the fact that he asked the same question about dollar-cost averaging vs. lump sum in another community on Reddit, and users have suggested he invests all the money at once.
&#8220;I asked this very question in the investing sub a week ago. Decided to hold off and, oh boy, am I glad I did. I&#8217;ll probably wait another week and reassess. By the way, in the other thread, people were posting stats about how you&#8217;re better off just putting everything in at once over [dollar-cost averaging]. A two in three chances you&#8217;ll be better off,&#8221; he said.
On the other hand, this Redditor advised the poster to ignore those suggesting him to go all in.
&#8220;Please. Ignore the lump sum advocates. Historically, it works out well 66% of the time. But that might not be in this time of unprecedented government incompetence and maliciousness,&#8221; the user wrote.
&#8220;[Dollar-cost averaging] is perfectly acceptable and "not timing the market" is not 100% foolproof. If Joseph Kennedy took your advice in 1929, there would be no Kennedy fortune, but because he was inspired to sell right before the crash, they preserved their wealth,&#8221; another comment reads.
See Also: Have $200K saved?<a href="https://www.benzinga.com/money/have-200k-saved-heres-how-to-turn-it-into-lasting-wealth"> Here's how to turn it into lasting wealth</a>
Balance Your Portfolio
The poster&#8217;s initial plan included allocations to a mix of ETFs, individual stocks, and cryptocurrency, and Redditors had diverse opinions on whether this type of diversification is a good approach.
&#8220;If I were entering the market now, I would go for a balanced exposure with some bonds in the mix (60/40 or 70/30 if you can really stomach the risk over 5 years), and avoid any single market concentration. The bond component of your portfolio would not be there to raise any potential returns (it likely won&#8217;t) but rather to minimize volatility over the 5-7 year period you indicated,&#8221; a commenter suggested.
&#8220;Don't put it all in VOO. Diversify,&#8221; another Redditor advised.
A comment pointed out that diversification should expand beyond equities and should include assets that offer a broader market exposure.
&#8220;Diversification should go beyond equities. Consider some other asset types to give you broader exposure. You can also weigh your contributions, they can vary based on metrics of your choosing,&#8221; the comment says.
&#8220;All in on stocks during the start of a trade war/recession/depression is moronic. [SPDR Gold Shares (NYSE: GLD] and Bitcoin/[iShares Bitcoin Trust ETF (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/ibit#NYSE">IBIT</a>)] are your friends for diversifying,&#8221; another diversification suggestion reads.
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