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

Tech

Trading Ideas

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

Equities

News

Futures

Previews

Economics

Federal Reserve

Pre-Market Outlook

Markets

Movers

$BTC

CSCO

HNHPF

LITE

NVDA

PFGC

PTON

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

TSLA

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

BofA Securities analyst Justin Post <a target="_blank" href="https://www.benzinga.com/quote/UBER/analyst-ratings" rel="noreferrer noopener">maintained a Buy</a> rating on Uber Technologies, Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NYSE">UBER</a>) with a price target of $96, up from $95 on Sunday.
Uber will report its quarterly earnings results on May 7 before the market opens.
For the first quarter, Post&#8217;s bookings and revenue estimates were $43.5 billion, and $11.73 billion were higher than the Street estimates of $42.9 billion and $11.62 billion.
Also Read: <a target="_blank" href="https://www.benzinga.com/news/25/04/44988070/autonomous-ride-hailing-just-got-real-vw-and-uber-reveal-first-us-city" rel="noreferrer noopener">Autonomous Ride-Hailing Just Got Real: VW And Uber Reveal First US City</a>
The analysts&#8217; EBITDA estimate of $1.89 billion was higher than Street&#8217;s estimate of $1.84 billion. He noted that Instacart&#8217;s results and stable growth outlook were positive for Uber Delivery in the U.S.
For Mobility, Post projected bookings growth of 21% ex-foreign-exchange, which is more of a deceleration than BAC card data, which indicates Online Transit spend was stable sequentially.
Post remained constructive on New Verticals&#8217; contribution to growth as Uber invests into new customers and products like Uber Teen or autonomous vehicles.
However, the analyst recently flagged some softer TSA data on U.S. airport activity, so U.S. travel-related trips on Uber could see some modest near-term pressure.
Post also noted that U.S. Rideshare industry pricing data from Bloomberg has pointed to a deceleration in Uber ride pricing. The analyst projected stable 18% ex-foreign exchange growth for Delivery, while BAC card data suggests Online Delivery growth decelerated 1 point versus the fourth quarter.
He is constructive on Uber&#8217;s Grocery &amp; Retail segment, which is estimated to add 2 points to growth in the first quarter as Uber signs deals with brands previously reluctant to partner with 3P apps.
Post expects the tone on autonomous vehicles to be very constructive. Waymos launched exclusively on the Uber app in Austin at the beginning of March. Uber handles matching and fleet management services, while Waymo operates in-car software and roadside assistance.
Early data coming out of Austin and Alphabet Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) Google&#8217;s recent earnings call comments suggest the ramp is going well, but noted that Uber may also be leaning into tools to boost autonomous vehicle adoption.
Post also expects Uber to highlight its recent partnership with Volkswagen (OTC:<a class="ticker" href="https://www.benzinga.com/stock/VWAGY#OTC">VWAGY</a>) to deploy autonomous vehicles across multiple cities, starting in Los Angeles. Volkswagen&#8217;s AV, &#8220;ID. Buzz,&#8221; will begin testing in late 2025, with plans to offer rides to the public on Uber in 2026.
The partnership is Uber&#8217;s first major auto OEM partner, which can provide large-scale manufacturing capability that goes far beyond software-focused partners.
On Tesla Inc&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) first-quarter earnings call, CEO Elon Musk reiterated his expectation that the company will begin fully autonomous paid rides in June in Austin. Longer-term, Post expects future Tesla launches to drive more Auto OEM AV development activity across the board and new partnerships with Uber.
Post projected second-quarter bookings of $47.65 billion (versus Street estimate of $45.79 billion) and revenue of $12.94 billion (versus Street estimate of $12.34 billion).
Price Actions: UBER stock closed higher by 1.36% to $85.43 on Monday.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/25/05/45134925/chinese-ev-companies-see-huge-april-growth-xpeng-surges-273-in-deliveries" target="_blank" rel="noreferrer noopener">Tesla&#8217;s Chinese Rivals See Huge April Growth, XPeng Surges 273% In Deliveries</a></li>
</ul>
Image Via Shutterstock

Price Target

Reiteration

Analyst Ratings

GOOG

UBER

VWAGY

Ahead Of Uber Earnings, Analyst Raises Forecast

After a blowout <a href="https://www.benzinga.com/general/social-media/25/05/45151798/reddit-stock-soars-after-better-than-expected-q1-daily-active-uniques-up-31-ad-revenue-up-61-and-more" target="_blank" rel="noreferrer noopener">first-quarter report</a> and surging ad revenue growth, one analyst upgraded Reddit (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RDDT#NYSE">RDDT</a>), citing strong international momentum, rising logged-in users, and a high-intent commercial audience. 
What Happened: Seaport Global analyst Aaron Kessler upgraded Reddit from Neutral to Buy and a <a href="https://www.benzinga.com/quote/RDDT/analyst-ratings" target="_blank" rel="noreferrer noopener">$165 price target </a>on Monday.
Also Read: <a href="http://Reddit's Ad Strategy Is Clicking, Say Analysts—Strong Q1 Sets Stage For Profitable Growth in 2025" target="_blank" rel="noreferrer noopener">Reddit&#8217;s Ad Strategy Is Clicking, Say Analysts—Strong Q1 Sets Stage For Profitable Growth in 2025</a>
Last week, Reddit reported: 
<ul>
<li>Quarterly revenue of $392.36 million. That&#8217;s up from $242.96 million year-over-year and topping the analyst consensus estimate of $370.01 million.</li>
<li>Quarterly earnings of 13 cents per share, beating the analyst consensus estimate of two cents.</li>
<li>Total DAUs growth in the high teens through April.</li>
<li>50% growth in the number of advertisers for the quarter. </li>
<li>Over 60 million weekly active users used Reddit&#8217;s on-platform search, with query volume increasing 10% sequentially.</li>
</ul>
<h3 class="wp-block-heading">Long-Term User Growth</h3>
Reddit noted that Alphabet Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) Google search is under &#8220;heavy construction&#8221; this year and has seen more variability than usual. The decal is more logged-out and more U.S.-centric.
While near-term user growth is likely to decelerate, Kessler remains positive on long-term user growth.
The analyst noted that with increasing logged-in users, Reddit should continue to drive healthy long-term user growth in the U.S. 
While AI search answers are gaining popularity, Kessler continues to believe most users will want to research topics more deeply, and Reddit is an alternative to AI answers.
Reddit has also benefited from strong SEO placement, and should Google make more changes that impact them, then traffic could be affected more than his expectations. 
Advertising revenues primarily drive the second-quarter revenue growth guidance of 46-53%. Approximately ~40% of Reddit conversations are commercial, providing an attractive user base for advertisers.
Reddit expects continued ad strength, particularly SMB and mid-market. Reddit continues to make substantial progress on its performance marketing initiatives, with 60% of spending now in the mid and lower funnel. Reddit has highlighted its conversions, installs, and progress on DPAs (Dynamic Product Ads).
Kessler noted there remains a significant runway over the next few years.
Reddit&#8217;s ad load on its main page is ~1 in 8 posts, compared to closer to 1 in 5 for other leading social platforms. The analyst noted that Reddit has significant room to increase ad load on its core feed and in conversations.
While still early, Kessler noted Reddit&#8217;s high commercial intent user base will enable Reddit to capitalize on search long-term. 
Reddit also rolled out its first search ML model, which is driving more relevant search results and has built modern search features. Reddit is also integrating Reddit Answers (an AI-powered conversations search tool) into existing surfaces and expects Answers to deliver more dynamic search results and provide a differentiated search experience.
<h3 class="wp-block-heading">Reddit International Growth</h3>
Kessler noted that international growth in users and monetization remains in the early innings. International represents 54% of users and ~20% of revenues as of the first quarter. 
The company&#8217;s international user growth strength is partly driven by machine translation, now available in 13 languages. Morea are expected this year. Its focus markets — France, Spain, and Brazil — also grow nearly twice as fast as its international DAU. 
Reddit also notes that user growth is leading to community growth, with the number of thriving communities within its target geographies more than doubling compared to last year.
While Kessler remains positive on Reddit fundamentals, when he initiated in February, he noted that the shares were fully valued at 18.5 times 2026 revenues at the time.
Kessler projected second-quarter revenue of $420.3 million and EPS of $0.18.
What&#8217;s Next: Reddit estimates second-quarter revenue of $410 million-$430 million versus the $385.48 million estimate.
Price Action:&nbsp;RDDT shares are trading higher by 2.39% to $116.56 at last check Monday.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/analyst-ratings/price-target/25/04/44848020/google-genai-ai-cloud-services-drive-analyst-confidence-in-long-term-growth" target="_blank" rel="noreferrer noopener">Google GenAI, AI Cloud Services Drive Analyst Confidence In Long-Term Growth</a></li>
</ul>
Image: Shutterstock

Social Media

Upgrades

RDDT

Reddit Rallies On Ad Surge, Global Growth: Analyst Upgrades To Buy

<a href="https://cloud.google.com/vertex-ai/docs/predictions/using-dedicated-endpoints" title="https://cloud.google.com/vertex-ai/docs/predictions/using-dedicated-endpoints">https://cloud.google.com/vertex-ai/docs/predictions/using-dedicated-endpoints</a>

'Google Announces New Vertex AI Prediction Dedicated Endpoints' - Cloud

<a href="https://www.businessinsider.com/google-tv-movie-hollywood-boost-tech-image-hundred-zeros-2025-5">https://www.businessinsider.com/google-tv-movie-hollywood-boost-tech-image-hundred-zeros-2025-5</a>

'Google Has Launched Film And Tv Production Initiative'- Business Insider

The Trump administration has <a target="_blank" href="https://www.benzinga.com/topic/nvidia" rel="noreferrer noopener">intensified semiconductor sanctions</a> on top of its tariff policies.
The U.S. plans to introduce a ruling to verify the location of Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and peer-made artificial intelligence chips to prevent their smuggling into China, Reuters reported on Monday.
Nvidia stock is trading lower after the report.
Also Read: <a target="_blank" href="https://www.benzinga.com/analyst-ratings/price-target/25/04/44934100/analyst-sticks-with-nvidia-despite-fallout-from-china-curbs" rel="noreferrer noopener">Analyst Sticks With Nvidia Despite Fallout From China Curbs</a>
The Biden administration had already restricted China&#8217;s access to sophisticated semiconductor technology, including AI, citing national security threats.
Nvidia&#8217;s chips are critical to creating AI systems, including chatbots and image generators, to ones that can help craft biological weapons.
Reports have often indicated Nvidia AI chips flowing into China via illegal routes, and Nvidia has publicly acknowledged its failure to track its products&nbsp;after sales.
U.S. Representative Bill Foster, a Democrat from Illinois, plans to introduce a bill that would direct U.S. regulators to forge rules for tracking chips to ensure they remain in their legal location.
Reportedly, Chinese AI startup DeepSeek, whose AI systems posed a strong challenge to U.S. systems, were built with advanced Nvidia chips, Reuters cited SemiAnalysis.
Alphabet Inc&#8217;s&nbsp;(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 already tracks the location of its in-house AI chips and others for security purposes, Reuters cited unnamed sources familiar with the matter.
Foster&#8217;s legislation would give the U.S. Department of Commerce six months to develop laws requiring the technology.
Reportedly, <a target="_blank" href="https://www.benzinga.com/25/04/44963176/chinese-tech-firms-led-by-alibaba-hoard-nvidia-ai-chips-amid-us-sanctions" rel="noreferrer noopener">Chinese tech giants</a>, including ByteDance, Alibaba Group Holding (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), and Tencent Holding (OTC:<a class="ticker" href="https://www.benzinga.com/stock/TCEHY#OTC">TCEHY</a>), hoarded billions of dollars worth of&nbsp;Nvidia&#8217;s H20 AI chips amid U.S. sanctions.
They aimed to snap up 1 million H20s before the latest U.S. semiconductor sanctions kicked in. The companies&nbsp;reportedly placed over&nbsp;$16 billion in orders for the quarter.&nbsp;
Nvidia has bagged $18 billion of H20 orders since 2025 beginning. China has generated $17 billion in revenue in fiscal 2024, accounting for 13% of Nvidia&#8217;s total sales.
Price Actions: NVDA stock is down by 1.31% at $113.01 at the last check on Monday.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/media/25/05/45169853/taiwan-semiconductor-gains-on-strong-earnings-from-meta-and-microsoft-boosting-ai-demand" target="_blank" rel="noreferrer noopener">Taiwan Semiconductor Gains On Strong Earnings From Meta And Microsoft Boosting AI Demand</a></li>
</ul>
Image Via Shutterstock

Government

Regulations

Media

BABA

TCEHY

Nvidia's New Challenge: US Lawmaker Wants Company To Track Its Chips To Avoid Smuggling In China

<a href="https://waymo.com/blog/2025/05/scaling-our-fleet-through-us-manufacturing">https://waymo.com/blog/2025/05/scaling-our-fleet-through-us-manufacturing</a>

'Scaling our fleet through U.S. manufacturing'- Waymo

In a week dominated <a href="https://www.benzinga.com/earnings">by earnings buzz</a>, a seismic shift in the app economy flew under the radar: a federal court gutted Apple Inc's (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) 27% commission on alternative in-app payments &#8211; handing Epic a big win and developers a rare moment of leverage.
JPMorgan analyst Cory A. Carpenter says the ruling didn't get nearly the attention it deserved.
Read Also: <a href="https://www.benzinga.com/markets/25/05/45185355/apple-braces-for-900-million-tariff-impact-tim-cook-discusses-potential-iphone-manufacturing-shift-to-us-with-lutnick-and-more-this-week-in-appleverse">Apple Braces For $900 Million Tariff Impact, Tim Cook Discusses Potential iPhone Manufacturing Shift To US With Lutnick And More: This Week In Appleverse</a>
<h2 class="wp-block-heading">Epic Gets The Last Laugh &#8211; For Now</h2>
After a multi-year legal saga, Apple's attempt to cling to commissions on external payments has unraveled. The latest ruling declares that Apple cannot charge a commission on alternative payments, effective immediately. That's already materialized in Spotify Technology SA's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPOT#NYSE">SPOT</a>) latest app update, which Carpenter notes was approved without commission fees.
Developers are expected to jump on the opportunity. We expect &#8220;developers to flood the app store with similar updates in the coming days," said Carpenter.
Apple is appealing the decision. But unlike before, it must comply in the meantime—developers have at least two months to implement zero-commission alternatives unless the Ninth Circuit grants a stay.
<h2 class="wp-block-heading">Google: The Chill Bystander</h2>
Meanwhile, "Google Play transactions are not impacted by this ruling." That's because Alphabet Inc&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) Google already offers its "User Choice" billing in many countries, with slightly lower fees &#8211; 11% for subscriptions and 26% for in-app purchases.
Carpenter points out that "Google's subscription service fee of 15% is already half that of Apple's 30% service fee."
<h2 class="wp-block-heading">Margin Gains Incoming?</h2>
If the ruling holds, developers stand to benefit. Carpenter estimates annual margin boosts of:
<ul>
<li>Match Group Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MTCH#NASDAQ">MTCH</a>)/Bumble Inc (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/bmbl#NASDAQ">BMBL</a>): 3–6%</li>
<li>Take-Two Interactive Software, Inc (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/ttwo#NASDAQ">TTWO</a>): 1–2%</li>
<li>Electronic Arts Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EA#NASDAQ">EA</a>): ~0.5%</li>
<li>Playstudios Inc (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/myps#NASDAQ">MYPS</a>): 3–7%</li>
</ul>
AppLovin Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APP#NASDAQ">APP</a>) may also gain indirectly as developers redirect savings to user acquisition.
A decision on the stay could take two months. But for now, the power dynamic has shifted &#8211; if only temporarily.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/markets/equities/25/05/45189765/sp-rally-may-be-topping-out-dan-niles-warns-amid-demand-pull-in-economic-uncertainty-and-sell-the-news-risk">S&amp;P Rally May Be Topping Out, Dan Niles Warns, Amid Demand Pull-In, Economic Uncertainty, And &#8216;Sell The News&#8217; Risk</a></li>
</ul>
Photo: Shutterstock

Long Ideas

Penny Stocks

Small Cap

BMBL

MTCH

MYPS

SPOT

TTWO

Apple's 27% Fee Cut Is Good News For Epic, App Developers, Google Remains Unaffected

Chinese online retailers Temu and Shein are grappling with the repercussions of a terminated tariff-free shipping loophole. The closure of this loophole has not only affected these retailers but has also impacted the digital advertising strategies of tech giants such as Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) and Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>).
What Happened:  With the closure of this loophole, Temu and Shein are now subjected to tariffs of up to 145% on Chinese goods.
These tariffs are expected to heavily impact companies that rely on selling goods at low prices and attracting customers through intensive online advertising. Consequently, Temu and Shein have reportedly already begun reducing their advertising spend, according to <a href="https://www.nytimes.com/2025/05/03/business/china-tariffs-temu-shein.html">a</a> report by The New York Times.
According to estimates from market intelligence firm Sensor Tower, between March 31 and mid-April, Temu reduced its average daily U.S. advertising spend on Facebook, Instagram, TikTok, Snap (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SNAP#NYSE">SNAP</a>), X, and YouTube by 31% compared to its average daily spend over the prior 30 days.
Marketing firm Tinuiti revealed that in April, Temu and Shein, previously dominant advertisers on Google in the U.S., began disappearing from the platform. Temu, which made up 19% of all U.S. Google Shopping ads on April 5, saw its share drop to zero just a week later.
In April, Chinese advertisers brought in $8.4 billion in revenue for Meta, making up roughly 11% of its total and more than twice the amount generated in 2022. Susan Li, Meta&#8217;s chief financial officer, said some Asian retailers scaled back their U.S. advertising budgets in anticipation of the potential end of the so-called de minimis exemption.
SEE ALSO:&nbsp;<a href="https://benzinga.com/news/25/05/45185750/dont-piss-down-my-back-and-tell-me-its-raining-says-dave-portnoy-this-is-trumps-market-not-bidens" target="_blank" rel="noreferrer noopener">&#8216;Don&#8217;t Piss Down My Back And Tell Me It&#8217;s Raining,&#8217; Says Dave Portnoy—&#8217;This Is Trump&#8217;s Market, Not Biden&#8217;s&#8217;</a>
Why It Matters: The tariff-free shipping loophole, which permitted goods made in China and Hong Kong valued at less than $800 to enter the United States without import taxes, has been terminated by President Donald Trump. This move has significantly impacted Temu and Shein, who have been leveraging this for their business operations.
The termination of the <a href="https://www.benzinga.com/markets/25/04/44640798/trump-ends-de-minimis-exemptions-shopify-bigcommerce-and-lightspeed-face-new-headwinds">de minimis</a> exemption has also exposed e-commerce software vendors and platforms to new challenges. Companies like Shopify Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SHOP#NYSE">SHOP</a>), BigCommerce Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIGC#NASDAQ">BIGC</a>), and Lightspeed Commerce Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LSPD#NYSE">LSPD</a>) are among those most affected.
Furthermore, a&nbsp;report <a href="https://www.benzinga.com/government/regulations/25/04/44874701/temu-and-shein-to-raise-prices-amid-us-tariffs-slash-ad-spend-on-apple-meta">revealed </a>that Temu and Shein had plans to increase prices from April 25, thereby shifting the burden of the tariffs onto consumers. This move was an attempt to counteract the impact of the tariffs and the crackdown on affordable imports.
Temu also announced it has stopped shipping products from China to U.S. customers and will now fulfill U.S. orders from local warehouses as it shifts to a domestic fulfillment model.
Meta holds a momentum rating of 83.72% and a growth rating of 74.85%, according to&nbsp;<a href="https://www.benzinga.com/quote/META" target="_blank" rel="noreferrer noopener">Benzinga&#8217;s Proprietary Edge Rankings</a>. 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>
READ MORE:
<ul>
<li><a href="https://benzinga.com/trading-ideas/movers/25/05/45187216/bitcoin-ethereum-dogecoin-slide-as-traders-turn-cautious-before-fed-meeting-analyst-foresees-btc-correction-to-86000" target="_blank" rel="noreferrer noopener">Bitcoin, Ethereum, Dogecoin Slide As Traders Turn Cautious Before Fed Meeting: Analyst Foresees BTC &#8216;Correction&#8217; To $86,000 &#8211; Grayscale Bitcoin Mini Trust (BTC) Common units of fractional undivided be</a></li>
</ul>
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Image via Shutterstock

BIGC

LSPD

SHOP

SNAP

Meta, Google, Snap Set To Lose Billions In Ad Revenue From Chinese Sellers As Trump Closes De Minimis Exemptions: Report

Warren Buffett made headlines at Berkshire Hathaway Inc.&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRK#NYSE">BRK</a>) (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRK#NYSE">BRK</a>) 60th annual shareholders meeting with plans to step down as CEO and insights on market volatility, as the conglomerate&#8217;s value reached a record $1.16 trillion despite broader market declines.
What Happened: Buffett, 94, announced he would hand over the reins to Greg Abel by year-end while maintaining his ownership stake in Berkshire Hathaway. 
The legendary investor, who appeared in good health despite using a cane, downplayed recent market volatility. &#8220;What has happened in the last 30, 45, 100 days is really nothing,&#8221; Buffett said. &#8220;This is not a huge move. This has not been a dramatic bear market or anything of the sort.&#8221;
Berkshire&#8217;s stock has climbed about 19% this year while the S&amp;P 500 has fallen 3.3%. The conglomerate now holds approximately $347 billion in cash, exceeding the cash holdings of Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), 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>) and Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>).
Over the past year, Berkshire has <a href="https://www.benzinga.com/markets/equities/24/09/41017420/warren-buffett-moves-berkshire-hathaway-reduces-bank-of-america-holdings-by-863m">reduced its Apple holdings from 915 million shares</a> to 300 million and trimmed Bank of America Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAC#NYSE">BAC</a>) from 1 billion to 680 million shares. See also: <a href="https://www.benzinga.com/personal-finance/financial-advisors/25/05/45187836/dave-ramsey-blasts-budget-slackers-who-bail-on-401ks-during-market-turmoil-shortterm-temper-tantrums">Dave Ramsey Blasts Budget Slackers Who Bail On 401(k)s During Market Turmoil: &#8216;Short‑Term Temper Tantrums&#8217;</a>
Why It Matters: Buffett&#8217;s succession plan marks the end of an era for one of the world&#8217;s successful investors, while his market outlook provides valuable <a href="https://www.benzinga.com/markets/25/05/45185954/want-to-invest-like-warren-buffett-heres-what-youre-probably-missing">perspective for investors navigating uncertainty</a>.
Drawing on six decades of experience that included three periods when Berkshire&#8217;s stock halved, Buffett emphasized emotional discipline. &#8220;People have emotions, but you&#8217;ve got to check them at the door when you invest,&#8221; he advised.
His patient approach with Berkshire&#8217;s substantial cash reserves signals strategic positioning, as he anticipates the company will eventually be &#8220;bombarded with offerings that we will be glad we have the cash for&#8221;—a reminder to investors that maintaining liquidity during volatility can create future advantages. Read Next: 
<ul>
<li><a href="https://www.benzinga.com/25/05/45187820/tyson-foods-ford-and-3-stocks-to-watch-heading-into-monday">Tyson Foods, Ford And 3 Stocks To Watch Heading Into Monday</a></li>
</ul>
Image Via Shutterstock 
Disclaimer: This content was partially produced with the help of <a href="https://www.benzinga.com/author/benzinga-neuro" target="_blank" rel="noreferrer noopener">Benzinga Neuro</a> and was reviewed and published by Benzinga editors.<a href="https://www.benzinga.com/25/05/45187820/tyson-foods-ford-and-3-stocks-to-watch-heading-into-monday"> </a>

Management

Opinion

'You've Got To Check Emotions At The Door:' Warren Buffett Offers Timeless Investing Wisdom Amid Market Turmoil

Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) users who believe Siri may have <a href="https://www.benzinga.com/tech/25/01/42890955/apple-clarifies-siri-privacy-policies-after-95-million-settlement:">secretly recorded private conversations</a> now have a chance to get compensated—if they act quickly.
What Happened: Eligible consumers began receiving emails titled "Lopez Voice Assistant Class Action Settlement," informing them they may be entitled to part of the settlement, <a href="https://appleinsider.com/articles/25/05/04/iphone-owners-emailed-to-apply-for-siri-privacy-lawsuits-95m-settlement?utm_medium=social&amp;utm_source=rss&amp;utm_medium=Sendible&amp;utm_campaign=RSS">reported</a> AppleInsider on Saturday, citing an email seen by the publication.
To qualify, individuals must have owned or purchased a Siri-enabled device in the U.S. between Sept. 17, 2014, and Dec. 31, 2024, and believe Siri recorded private conversations without their intent.
Apple <a href="https://www.benzinga.com/news/global/25/01/42780075/apple-settles-95-million-lawsuit-over-siri-privacy-violations-affected-users-to-receive-up-to-20-per-device">agreed to a $95 million settlement</a> to resolve this class-action lawsuit in January 2025. While $95 million sounds significant, it will be reduced by legal and administrative costs.
See Also: <a href="https://www.benzinga.com/media/25/05/45187563/apple-plans-major-iphone-launch-overhaul-with-biannual-release-schedule-starting-2026-report">Apple To Split iPhone Launches Starting 2026, Foldable Model May Debut With iPhone 18 Pro: Report</a>
Eligible individuals can claim compensation for up to five Siri-enabled devices, capped at $20 per device. This means users may receive as much as $100, though the actual payout will depend on how many claims are submitted.
Claims must be filed by July 2, 2025, either online or via mail. Users will need a Claim ID and Confirmation Code provided in the notification email, though alternative instructions exist for those who didn't receive a code but believe they qualify.
Consumers can also object to or opt out of the settlement by the same July 2 deadline. A final court approval hearing is scheduled for Aug. 1, 2025, the report noted.
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 lawsuit claimed that Siri-enabled devices were activated accidentally, capturing sensitive discussions and being reviewed by third-party contractors.
Despite the settlement, Apple continues to deny any wrongdoing, stating the agreement is not an admission of liability.
In late 2023, 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 agreed to a <a href="https://www.benzinga.com/news/23/12/36296656/google-agrees-to-700m-settlement-in-antitrust-case-promises-play-store-policy-revisions">$700 million settlement</a> in a separate case involving unauthorized recordings made by its voice assistant.
Apple reported <a href="https://www.benzinga.com/news/earnings/25/05/45152493/apple-reports-strong-q2-earnings-revenue-beat-eps-beat-installed-base-hits-all-time-high-across-all-segments-100-billion-buyback-and-more">fiscal second-quarter revenue</a> of $95.36 billion, surpassing Wall Street's forecast of $94.53 billion. For the June quarter, the company anticipates revenue growth in the low-to-mid-single-digit range, with an expected gross margin between 45.5% and 46.5%.
Price Movement: Apple shares fell by 3.74% in Friday's regular trading and dropped an additional 0.15% in after-hours, closing at $205.04, based on <a href="https://pro.benzinga.com/dashboard">Benzinga Pro data</a>.
As per Benzinga Edge&#8217;s Stock Rankings, Apple has a growth score of 44.92% and a momentum score of 77.92%. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">Click here to see how it compares to</a> Alphabet and other top tech stocks.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/25/05/45126668/apple-lied-under-oath-judge-says-tim-cook-ignored-internal-warnings-in-epic-games-case-fallout-this-is-an-injunction-not-a-negotiation" target="_blank" rel="noreferrer noopener">Apple Executive ‘Outright Lied,&#8217; Says Judge In Epic Case Fallout — Tim Cook ‘Chose Poorly&#8217;</a></li>
</ul>
Disclaimer:&nbsp;This content was partially produced with&nbsp;the help of&nbsp;<a href="https://www.benzinga.com/author/benzinga-neuro" target="_blank" rel="noreferrer noopener">Benzinga Neuro</a>&nbsp;and was&nbsp;reviewed and published by Benzinga editors.
Image Via Shutterstock

Legal

iPhone Users Invited To Claim Share Of Apple's $95 Million Privacy Lawsuit Settlement: How To Know If You're On The List

Rumors

Watching Alphabet; Reuters Reports Court Comments Saying U.S. Judge Sets Remedies Trial In Google Ad Tech Antitrust Case For September 22; U.S. DOJ To Seek Divestiture Of Google Advertising Technology Assets; Google Says Structural Remedies Are Not Appropriate

Deep-pocketed investors have adopted a bearish approach towards Alphabet (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>), and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in GOOGL usually suggests something big is about to happen.
We gleaned this information from our observations today when Benzinga's options scanner highlighted 27 extraordinary options activities for Alphabet. This level of activity is out of the ordinary.
The general mood among these heavyweight investors is divided, with 29% leaning bullish and 40% bearish. Among these notable options, 5 are puts, totaling $433,433, and 22 are calls, amounting to $1,745,851.
<h3>Predicted Price Range</h3>
Taking into account the Volume and Open Interest on these contracts, it appears that whales have been targeting a price range from $85.0 to $175.0 for Alphabet over the last 3 months. 
<h3>Analyzing Volume &amp; Open Interest</h3>
Looking at the volume and open interest is a powerful move while trading options. This data can help you track the liquidity and interest for Alphabet's options for a given strike price. Below, we can observe the evolution of the volume and open interest of calls and puts, respectively, for all of Alphabet's whale trades within a strike price range from $85.0 to $175.0 in the last 30 days. 
<h3>Alphabet Option Volume And Open Interest Over Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1746198296_0.png" alt="Options Call Chart" />
<h3>Largest Options Trades Observed:</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 align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>GOOGL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>10/17/25</td>
<td>$13.85</td>
<td>$13.7</td>
<td>$13.71</td>
<td>$165.00</td>
<td>$411.4K</td>
<td>906</td>
<td align="right">0</td>
</tr>
<tr>
<td>GOOGL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>07/18/25</td>
<td>$13.95</td>
<td>$13.5</td>
<td>$13.85</td>
<td>$155.00</td>
<td>$276.5K</td>
<td>1.4K</td>
<td align="right">3</td>
</tr>
<tr>
<td>GOOGL</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>05/23/25</td>
<td>$3.2</td>
<td>$3.1</td>
<td>$3.17</td>
<td>$160.00</td>
<td>$142.6K</td>
<td>519</td>
<td align="right">478</td>
</tr>
<tr>
<td>GOOGL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/16/25</td>
<td>$13.45</td>
<td>$13.15</td>
<td>$13.42</td>
<td>$150.00</td>
<td>$133.8K</td>
<td>8.6K</td>
<td align="right">92</td>
</tr>
<tr>
<td>GOOGL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>10/17/25</td>
<td>$13.85</td>
<td>$13.7</td>
<td>$13.7</td>
<td>$165.00</td>
<td>$119.4K</td>
<td>906</td>
<td align="right">453</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.
<h3>Where Is Alphabet Standing Right Now?</h3>
<ul>
<li>Trading volume stands at 7,209,776, with GOOGL's price up by 1.54%, positioned at $163.78.</li>
<li>RSI indicators show the stock to be may be approaching overbought.</li>
<li>Earnings announcement expected in 81 days.</li>
</ul>
<h3>What Analysts Are Saying About Alphabet</h3>
A total of 5 professional analysts have given their take on this stock in the last 30 days, setting an average price target of $206.6.
Turn $1000 into $1270 in just 20 days?
20-year pro options trader reveals his one-line chart technique that shows when to buy and sell. Copy his trades, which have had averaged a 27% profit every 20 days. <a href="https://www.benzinga.com/premium/ideas/options-moneyline-2/?t=Moop1arja3be22op14&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; In a cautious move, an analyst from Needham downgraded its rating to Buy, setting a price target of $178. 
&#x2A; An analyst from Tigress Financial persists with their Strong Buy rating on Alphabet, maintaining a target price of $240. 
&#x2A; Reflecting concerns, an analyst from RBC Capital lowers its rating to Outperform with a new price target of $200. 
&#x2A; An analyst from Susquehanna persists with their Positive rating on Alphabet, maintaining a target price of $220. 
&#x2A; An analyst from Keybanc persists with their Overweight rating on Alphabet, maintaining a target price of $195. 
Trading options involves greater risks but also offers the potential for higher profits. Savvy traders mitigate these risks through ongoing education, strategic trade adjustments, utilizing various indicators, and staying attuned to market dynamics. Keep up with the latest options trades for Alphabet with <a href="https://www.benzinga.com/pro/">Benzinga Pro</a> for real-time alerts.

Options

This Is What Whales Are Betting On Alphabet

Uber Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NYSE">UBER</a>) will operate more self-driving taxis through its platform as the ride-hailing giant announced a partnership with May Mobility Inc.
What Happened: The company plans to deploy "thousands" of May Mobility autonomous vehicles in the multi-year partnership, with a pilot launch set for the latter part of 2025 in Arlington, Texas, according to an official statement released on Thursday.
Under the terms of the agreement, May Mobility will provide a fleet of American-made, hybrid-electric Toyota Motor Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TM#NYSE">TM</a>) Sienna Autono-MaaS vehicles, which Uber will offer to customers as an option on all qualifying rides. The companies will expand operations to other cities in the U.S. in 2026.
"We are thrilled to be partnering with May Mobility to continue to scale the availability of autonomous vehicles across the United States," Uber CEO Dara Khosrowshahi said.
Why It Matters: The news comes in as Uber recently <a href="https://www.benzinga.com/news/25/04/44988070/autonomous-ride-hailing-just-got-real-vw-and-uber-reveal-first-us-city">announced a partnership</a> with Volkswagen Group (OTCPK: VWAGY) for autonomous vehicles starting in Los Angeles.
The autonomous driving segment has been picking up steam with Alphabet Inc.'s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) Waymo having<a href="https://www.benzinga.com/markets/equities/25/04/45090602/google-backed-waymo-and-toyota-forge-strategic-partnership-to-bring-autonomous-driving-tech-to-personally-owned-vehicles"> joined hands with</a> Toyota to collaborate on AVs.
Elsewhere, Elon Musk's Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) is also gearing up to launch its robotaxi services in Austin in June this year, according to the billionaire. The company has already <a href="https://www.benzinga.com/tech/25/04/44972108/tesla-quietly-launched-robotaxi-service-for-employees-before-june-debut-now-reports-1500-completed-trips">released a limited rollout</a> in Austin and San Francisco for its employees.
The CEO of Tesla shared in the company's earnings call that it will deploy ‘10 to 20' Model Y robotaxis on the first day, which, among other factors, led TSLA Stock to surge in value after the earnings call.
Price Action: Uber currently trades for $80.89 on the NYSE, according to<a href="https://pro.benzinga.com/dashboard"> Benzinga Pro data</a>.
Check out more of Benzinga&#8217;s Future Of Mobility coverage by<a href="https://www.benzinga.com/topic/mobility"> following this link.</a>
Read Next:
<ul>
<li><a href="https://www.benzinga.com/25/04/45001024/trump-administration-announces-exemptions-for-autonomous-driving-companies-in-the-us-eases-self-driving-crash-report-requirements">Tesla&#8217;s Robotaxi Rollout Gets Timely Boost: Trump Administration Announces Exemptions For Autonomous Driving Companies</a></li>
</ul>
Image Via Shutterstock

Uber Heats Up Robotaxi Battle Against Tesla, Waymo With May Mobility Deal

On Thursday, in a rare and sharp public clash, NVIDIA Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) targeted artificial intelligence startup Anthropic, which is backed by Amazon.com, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) and Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) for supporting tighter U.S. restrictions on AI chip exports to China.
What Happened: Nvidia slammed Anthropic following the startup's blog post urging stricter enforcement of U.S. chip export controls. Anthropic stated that AI chips have been smuggled into China hidden in "prosthetic baby bumps" and "packed alongside live lobsters," <a href="https://www.cnbc.com/2025/05/01/nvidia-and-anthropic-clash-over-us-ai-chip-restrictions-on-china.html">reported</a> CNBC.
The post cited the 2022 arrest of a woman caught transporting chips and a 2023 seizure involving computer display cards found in a lobster shipment in Hong Kong.
See Also:&nbsp;<a href="https://www.benzinga.com/25/04/44897214/nvidia-discusses-ai-powering-future-with-japan-amid-rising-energy-demands" target="_blank" rel="noreferrer noopener">Nvidia&#8217;s Jensen Huang Meets Japanese PM To Discuss AI&#8217;s Growing Energy Needs</a>
"American firms should focus on innovation and rise to the challenge, rather than tell tall tales that large, heavy, and sensitive electronics are somehow smuggled in ‘baby bumps' or ‘alongside live lobsters,'" a spokesperson for Nvidia said in a statement, according to the report.
A spokesperson for Anthropic responded to Nvidia's criticism, saying the company "stands by its recently filed public submission in support of strong and balanced export controls that help secure America's lead in infrastructure development and ensure that the values of freedom and democracy shape the future of AI," the report added.
Why It's Important: On the same day, Nvidia CEO Jensen Huang reportedly told U.S. lawmakers that current AI chip export restrictions <a href="https://www.benzinga.com/25/05/45157365/nvidia-ceo-jensen-huang-warns-us-lawmakers-that-export-bans-are-backfiring-fueling-huaweis-rise-in-global-ai-chip-race">could be unintentionally giving</a> China's Huawei Technologies a stronger position in the global race for AI dominance.
Last month, the U.S. government blocked Nvidia from selling its H20 chip — a product specifically tailored for the Chinese market — shortly after initial shipments had begun.
As a result, Nvidia expects to <a href="https://www.benzinga.com/25/04/44830406/nvidia-to-take-55-billion-hit-over-china-chip-export-restrictions-but-top-analyst-dan-ives-says-hes-not-overly-concerned-all-part-of-the-high-game-of-poker">incur a $5.5 billion hit</a> in the first quarter ending April 27, related to inventory and purchase obligations for the now-restricted chip.
Price Action: Nvidia shares rose 2.47% on Thursday, closing at $111.61, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a>.
Benzinga Edge Stock Rankings gives Nvidia a strong growth score of 94.78%. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">Click here to see how it compares to other leading tech stocks</a>.
Read More:
<ul>
<li><a href="https://benzinga.com/news/25/04/44735140/most-people-dont-have-the-balls-to-do-it-says-mark-cuban-praising-musk-for-going-all-in-with-his-own-money-f" target="_blank" rel="noreferrer noopener">‘Most People Don't Have The B&#x2A;&#x2A;ls To Do It,' Says Mark Cuban, Praising Musk For Going ‘All In' With His Own Money For His Startups</a></li>
</ul>
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Nvidia Slams Amazon-Backed Anthropic Over Support For Stricter China Chip Bans, Mocks 'Tall Tales' Of Smuggling With Live Lobsters And 'Baby Bumps'

Snap reported solid Q1 results with revenue of $1.36B, beating expectations. Multiple analysts cut price targets on stock due to uncertainty.
Snap Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SNAP#NYSE">SNAP</a>) reported <a target="_blank" href="https://www.benzinga.com/general/social-media/25/04/45084721/snap-hits-900-million-users-beats-q1-estimates-but-stock-slides-on-uncertainty" rel="noreferrer noopener">first-quarter results</a> on Tuesday and announced it would not provide second-quarter guidance.
Snap reported first-quarter revenue of $1.36 billion, up 14%, topping the Street consensus estimate of $1.35 billion<a target="_blank" href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0429" rel="noreferrer noopener">.</a>
The company reported an adjusted loss of 8 cents per share, beating a Street consensus estimate of 13 cents per share.
Also Read: <a target="_blank" href="https://www.benzinga.com/general/social-media/25/04/44747892/amazon-wayfair-pinterest-win-analyst-backing-due-to-tariff-pause-supply-chain-relief-discretionary-spend-recovery" rel="noreferrer noopener">Amazon, Wayfair, Pinterest Win Analyst Backing Due To Tariff Pause, Supply Chain Relief, Discretionary Spend Recovery</a>
Multiple Wall Street analysts cut their <a target="_blank" href="https://www.benzinga.com/quote/SNAP/analyst-ratings" rel="noreferrer noopener">price targets on</a> the stock.
RBC Capital Markets analyst Brad Erickson maintained a Sector Perform rating with a price target of $12.
Canaccord Capital Markets analyst Maria Ripps maintained a Hold rating with a price target of $9, down from $10.
RBC Capital Markets: Snap&#8217;s first-quarter revenue was roughly in line with expectations, offset mainly by weakness in RoW and, to a lesser degree, Europe. The company&#8217;s DAUs were in line with the outlook and guidance. EBITDA came in materially ahead of expectations, driven by better cost discipline.
So far, in the second quarter of 2025, management notes a headwind for revenue, citing advertisers affected by the de minimis exemptions as an example. Regarding the infrastructure costs per DAU for the quarter, the company anticipates it will fall near the midpoint in the second quarter, with DAUs estimated to be around 468 million.
Investors recognize that Snap tends to lose share during moments of macro weakness, and this report will likely reinforce those views, particularly given Alphabet Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) Google&#8217;s much more balanced tone last week (also historically consistent).
Adding to the pain, investors also walked away from the call with unanswered questions regarding how to think about the regional exposure, i.e., China-based advertisers, and whether the weakness is more from APAC or non-China advertisers with China supply chain &amp; de minimis exposure.
Erickson is intrigued at Snap&#8217;s opportunity with Spotlight to drive engagement with accretive monetization over time, but given its platform changes are moving slowly and the platform&#8217;s tendency to underperform during softer macro periods, the analyst lacks arguments to get more constructive beyond that, the stock has come down.
Meta Platforms Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) should be better off, given its similar level of advertiser depth, which can fill in auction holes left by the most affected advertisers.
Erickson projected second-quarter revenue of $1.31 billion.
Canaccord Capital Markets: Snap&#8217;s first-quarter results were solid relative to expectations, with MAUs eclipsing 900 million for the first time, total revenue coming in modestly above consensus, and profitability solidly above guidance.
Consistent with the past two quarters, advertising revenue growth decelerated slightly but increased ~9%, with DR revenue maintaining mid-teens growth and comprising 75% of total advertising revenue for the first time. Total active advertisers increased by 60% in the first quarter, reflecting efforts to onboard more SMBs onto the platform, and Snap is increasingly focused on ramping spend from medium-sized advertisers.
Other revenue delivered another quarter of robust growth thanks to Snapchat+, now at a $600 million revenue run rate.
Snap expects stable trends going forward. Global time spent watching content grew in the first quarter, reflecting continued investment in AI models to support better content ranking and personalization.
These new models can integrate new trends and user interaction signals at double the pace of prior models, which helped the number of views on Spotlight posts. For My AI, improvements to responsiveness drove a 55% increase in the number of My AI DAUs in the US.
Given macro-related uncertainty, Snap did not provide formal second-quarter financial guidance. Management noted that it has seen headwinds to start the quarter as the cohort of advertisers impacted by changes to the de minimis exemption has curtailed spending. The company did indicate that it was still growing quarter-to-date.
Price Action: SNAP stock closed lower by 1.63% to $7.83 on Thursday.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/25/01/43230011/meta-leverages-tiktok-ban-threats-to-boost-instagram-offering-creators-cash-deals" target="_blank" rel="noreferrer noopener">Meta Wants To Leverage TikTok Ban Threat to Promote Instagram On Other Social Media, Offers Cash Deals</a></li>
</ul>
Photo by Poetra.RH via Shutterstock

Analyst Cautions On Snap As Meta And Google Benefit From Ad Spending Shifts

JOET

Live On CNBC, Joe Terranova Announces His ETF Bought Apple; Sold Alphabet Inc. - Class A

On Wednesday, 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>) CEO Sundar Pichai revealed ongoing talks with Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) to integrate the company's Gemini AI into iPhones, amid federal regulators&#8217; push to rein in Google's <a href="https://www.benzinga.com/news/legal/25/03/44208199/googles-monopoly-fight-just-got-more-intense-justice-department-reaffirms-plan-to-split-up-the-tech-giant-in-historic-antitrust-battle">dominance in online search</a>.
What Happened: Testifying in a landmark antitrust trial brought by the U.S. Department of Justice, Pichai said Google hopes to finalize a deal with Apple by mid-2025 to embed its Gemini artificial intelligence technology into Apple's devices, reported Reuters.
The search and advertising giant doesn't have an agreement with Apple in place yet, Pichai said during questioning by DOJ attorney Veronica Onyema.
See Also: <a href="https://www.benzinga.com/25/04/45032450/how-and-why-brands-are-ensuring-their-visibility-in-models-like-openai-chatgpt-anthropics-claude-and-perplexity-as-these-ai-chatbots-challenge-googles-longtime-dominance">Google Faces Growing Threat As Chatbots Reshape How Users Search For Brands: Are ChatGPT, Claude And Others AI Bots Set To Be The &#8216;Ultimate&#8217; Influencers?</a>
According to Pichai, the deal would involve integrating Gemini into Apple Intelligence, the iPhone maker's suite of upcoming AI features. He also confirmed that Google plans to test advertising within the Gemini app.
Why It's Important: Pichai was testifying in Alphabet&#8217;s defense against DOJ proposals that aim to end the company's lucrative agreements with Apple, Samsung Electronics (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>), AT&amp;T Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/T#NYSE">T</a>) and Verizon Communications Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VZ#NYSE">VZ</a>) to make Google the default search engine on new mobile devices.
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.
Alphabet reported <a href="https://www.benzinga.com/25/04/44995955/alphabet-q1-earnings-highlights-google-search-youtube-cloud-show-robust-momentum">first-quarter revenue</a> of $90.23 billion, marking a 12% increase from the same period last year and surpassing Wall Street's estimate of $89.2 billion. Revenue from Google Search came in at $50.7 billion, up from $46.2 billion.
Price Action: In pre-market trading on Thursday, Alphabet Inc.'s Class A shares rose 1.07% to $160.50, while Class C shares climbed 1.12% to $162.70. Apple shares dropped by 1.32%, reaching $209.70, during the same time, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro data</a>.
The company holds a growth score of 66.19% based on Benzinga Edge Stock Rankings. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">Click here to see how it stacks up against</a> companies like Apple and others in the sector.
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/quote/GOOGL"><img decoding="async" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/01050229/Screenshot-2025-05-01-at-2.32.23%E2%80%AFPM.png" alt="" class="wp-image-896470" /></a></figure>
Check out more of Benzinga&#8217;s Consumer Tech coverage by&nbsp;<a href="https://www.benzinga.com/topic/consumer-tech" target="_blank" rel="noreferrer noopener">following this link</a>.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/25/04/44986406/if-you-invested-1000-in-google-stock-when-it-acquired-youtube-heres-how-much-youd-have-today" target="_blank" rel="noreferrer noopener">If You Invested $1,000 in Google Stock When It Acquired YouTube, Here&#8217;s How Much You&#8217;d Have Today</a></li>
</ul>
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Google Aims For Gemini AI Deal With Apple This Year, Says Sundar Pichai Amid DOJ's Bid To Curb Search Monopoly

Palantir Technologies Inc.‘s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>) CEO Alex Karp told a heckler on Wednesday at the Hill &amp; Valley Forum that Silicon Valley must defend its right to debate and "not become a product of an ideology," arguing that true strength comes from open discourse.
What Happened: "If your argument is that strong, why will you not let the other side talk?" he asked, saying, &#8220;The obvious solution to war is to have the West have the strongest, most precise, deadly weapons possible… so that we can minimize unnecessary innocent deaths.&#8221;
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true"><a href="https://twitter.com/search?q=%24PLTR&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$PLTR</a> CEO Alex Karp's response to a Palestinian protestor at The Hill &amp; Valley Forum <a href="https://t.co/lyAfGScf0s">pic.twitter.com/lyAfGScf0s</a>
&mdash; Brett Krieger (@BrettKrieger12) <a href="https://twitter.com/BrettKrieger12/status/1917573757440319909?ref_src=twsrc%5Etfw">April 30, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
Karp pointed to his new book, The Technological Republic, co-authored with Nicholas Zamiska, which urges a tighter alliance between government and tech to secure Western liberal democracy and maintain a competitive edge over rival powers. He criticized protesters for shutting down debate, warning that those "unwittingly part of an evil force" allow themselves to be weaponized by extremist causes. Karp called on his peers to "fight back" by hosting robust discussions on AI governance, export controls, and the ethics of lethal autonomy.
See also: <a href="https://www.benzinga.com/markets/cryptocurrency/25/05/45126342/sam-altmans-crypto-project-unveils-ai-spotting-gizmo-brings-world-to-the-us">Sam Altman&#8217;s Crypto Project Unveils AI-Spotting Gizmo, Brings &#8216;World&#8217; To The US</a>
Karp warned that ceding control of advanced AI to adversaries risks a future where free expression is crushed under "hierarchical disparity," making the West's commitment to open debate its greatest strategic asset.
Why It Matters: Karp&#8217;s comments come days after Palantir's expanding government presence. The&nbsp;<a href="https://www.benzinga.com/government/regulations/25/04/44972877/palantir-teams-up-with-google-to-supercharge-fedstart-bringing-ai-tools-to-us-government-agencies-on-secure-cloud" target="_blank" rel="noreferrer noopener">company recently partnered&nbsp;</a>with&nbsp;Alphabet Inc.'s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>)&nbsp;Google Public Sector to enable government agencies to access software applications on Google Cloud's accredited infrastructure with enhanced security compliance.
Palantir CTO Shyam Sankar also recently said President Trump's April executive orders — which make commercial off-the-shelf technology the default for federal procurement and empower agencies to use rapid acquisition tools like Other Transaction Authority — could save billions and <a href="https://www.benzinga.com/government/regulations/25/04/45062012/palantirs-shyam-sankar-backs-trumps-executive-orders-to-prioritize-commercial-tech-in-federal-contracts-the-default-is-commercial-and-this-time-it-has-teeth">broaden contracts</a> to innovative firms.
Price Action: PLTR closed 2.03% higher at $118.44 on Wednesday, despite broader&nbsp;<a href="https://www.benzinga.com/economics/macro-economic-events/25/04/45100047/recession-odds-spike-wall-street-tumbles-as-q1-gdp-surprisingly-contracts-be-patient-trump-responds" target="_blank" rel="noreferrer noopener">market weakness</a>. The relative strength was likely driven by continued momentum following a wave of new defense deals and investor interest ahead of its upcoming&nbsp;<a href="https://www.benzinga.com/government/regulations/25/04/45062012/palantirs-shyam-sankar-backs-trumps-executive-orders-to-prioritize-commercial-tech-in-federal-contracts-the-default-is-commercial-and-this-time-it-has-teeth" target="_blank" rel="noreferrer noopener">earnings report on May 5</a>.
Photo Courtesy: Hiroshi-Mori-Stock On Shutterstock.com
Read next: <a href="https://www.benzinga.com/markets/equities/25/05/45126370/elon-musk-will-remain-tesla-ceo-for-at-least-5-years-says-dan-ives-as-company-calls-replacement-rumors-absolutely-false">Elon Musk Will Remain Tesla CEO For &#8216;At Least 5 Years,&#8217; Says Dan Ives As Company Calls Replacement Rumors &#8216;Absolutely False&#8217;</a>

PLTR

Palantir CEO Alex Karp Says Don't Become 'A Product Of An Ideology' As He Urges Silicon Valley To 'Fight Back' With Open Debate On AI And Defense

Dan Ives refuses to acknowledge 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>) and Toyota Motor Corp's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TM#NYSE">TM</a>) <a href="https://www.benzinga.com/markets/equities/25/04/45090602/google-backed-waymo-and-toyota-forge-strategic-partnership-to-bring-autonomous-driving-tech-to-personally-owned-vehicles">partnership</a> as a threat to Tesla Inc.'s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) Robotaxi ambitions.
What Happened: In a post on social media platform X on Wednesday, the TSLA bull reiterated his belief in the company's FSD technology and the Robotaxi launch in June this year.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">I disagree that the Waymo/Toyota is a groundbreaking deal and a threat to Tesla. Tesla will own the autonomous market in my view and no one can compete with their scale and scope. It starts in Austin in June then the autonomous journey begins. Key chapter of growth. &#x1f525;&#x1f402;&#x1f3c6;&#x1f37f;
&mdash; Dan Ives (@DivesTech) <a href="https://twitter.com/DivesTech/status/1917595946336280882?ref_src=twsrc%5Etfw">April 30, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
"I disagree that the Waymo/Toyota is a groundbreaking deal and a threat to Tesla. Tesla will own the autonomous market in my view and no one can compete with their scale and scope," Ives said in the post.
The investor then highlighted June's robotaxi launch as an important event for the company's autonomous driving goals. "It starts in Austin in June then the autonomous journey begins. Key chapter of growth." He said.
Why It Matters: Ives's comments come in as Tesla is already operating the Robotaxi autonomous ride-hailing service in<a href="https://www.benzinga.com/tech/25/04/44972108/tesla-quietly-launched-robotaxi-service-for-employees-before-june-debut-now-reports-1500-completed-trips"> a limited rollout</a> in Austin as well as the San Francisco Bay Area. The service is limited to employees of the company and has already completed more than 1500 trips.
Tesla CEO Elon Musk is confident in the robotaxi launch in June, as the billionaire said that the company will deploy <a href="https://www.benzinga.com/news/earnings/25/04/44943387/elon-musk-shares-fsd-update-at-tesla-earnings-call-10-to-20-model-ys-will-offer-paid-robotaxi-rides-in-june">10 to 20 Tesla Model Ys</a> as robotaxis on the first day of the rollout.
However, other experts aren't as optimistic about FSD as Ives, with analyst Ross Gerber saying that the company's FSD technology was <a href="https://www.benzinga.com/25/03/44068902/tesla-fsd-like-a-12-year-old-driving-compared-to-waymo-says-ross-gerber-warning-uber-has-got-to-be-hurting">"like a 12-year-old driving"</a> compared to Waymo's LiDAR-based system.
Elsewhere, rumors floated around that the company was looking to replace Musk as the CEO following a difficult quarter, which saw declining sales and profits, as well as increased vandalism against Tesla properties. However, Tesla has since <a href="https://www.benzinga.com/markets/25/04/45124373/tesla-board-explored-replacing-elon-musk-as-tesla-ceo-a-month-ago-report">denied the rumors</a>.
Price Action: TSLA stock experienced a 3.38% decline at close, trading for $282.16, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro data</a>.
Check out more of Benzinga&#8217;s Future Of Mobility coverage by<a href="https://www.benzinga.com/topic/mobility"> following this link</a>.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/markets/equities/25/04/45063886/elon-musk-wants-tesla-to-be-most-valuable-company-in-the-world-but-top-investor-doubts-ev-giants-rise-without-apple-style-marketing-strategy">Elon Musk Wants Tesla To Be &#8216;Most Valuable Company&#8217; In The World, But Top Investor Doubts EV Giant&#8217;s Rise Without Apple-Style Marketing Strategy</a></li>
</ul>
Image Via Shutterstock

Waymo-Toyota Tie-Up A Threat To Elon Musk's Tesla? Dan Ives Dismisses It, Says 'No One Can Compete With Their Scale And Scope'

Samsung Electronics Co (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>) reported <a href="https://www.benzinga.com/topic/samsung" target="_blank" rel="noreferrer noopener">first-quarter revenue</a> growth of 10% year-on-year to 79.1 trillion Korean won ($55.5 billion) Wednesday.
Revenue growth marked an all-time quarterly high, driven by strong sales of flagship Galaxy S25 smartphones and <a target="_blank" href="https://www.samsung.com/global/ir/" rel="noreferrer noopener">high-value-added products</a>.
Operating profit was 6.7 trillion Korean won ($17.62 billion), up from 6.6 Korean won a year ago, despite headwinds for the DS Division.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/04/44630345/samsungs-china-chip-pivot-gains-steam-with-54-export-surge-amid-us-market-struggles" rel="noreferrer noopener">Samsung&#8217;s China Chip Pivot Gains Steam With 54% Export Surge Amid US Market Struggles</a>
The DS Division (encompassing Memory and S.LSI / Foundry) posted revenue of 25.1 trillion Korean won (versus 23.1 trillion Korean won Y/Y).
The division reported 1.1 trillion Korean won in operating profit (versus 1.9 trillion Korean won Y/Y) due to the erosion of average selling price (ASP) and a decrease in HBM sales due to export controls on AI chips and deferred demand in anticipation of upcoming enhanced HBM3E products.
Samsung Display Corp Division (SDC) posted 5.9 trillion Korean won in revenue (versus 5.4 trillion Korean won Y/Y) and 0.5 trillion Korean won in operating profit (versus 0.3 trillion Korean won Y/Y).
The Mobile eXperience (MX) and Networks businesses posted 37.0 trillion Korean won in revenue (versus 33.5 Korean won Y/Y). The division reported 4.3 trillion Korean won in operating profit (versus 3.5 trillion Korean won Y/Y).
The quarterly capex was 12.13 trillion Korean won, down from 13.42 trillion Korean won a year ago.
Samsung&#8217;s flagship products, including semiconductors, smartphones, and tablets, are now exempt from reciprocal tariffs. Still, President Donald Trump has&nbsp;indicated&nbsp;that a tariff on the electronics supply chain, including chips, is in the works, Bloomberg <a target="_blank" href="https://www.bloomberg.com/news/articles/2025-04-30/samsung-s-chips-business-beats-estimates-after-stockpiling-push?sref=TBDibEcD" rel="noreferrer noopener">reported</a> Wednesday.
Seoul and Washington agreed to pursue a comprehensive package agreement by July 8, when the 90-day tariff pause will end.
Samsung has struggled for months to secure&nbsp;Nvidia Corp&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) final nod for its most advanced HBM products, making it challenging to compete with&nbsp;Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>).
Samsung is in talks to supply customized sixth-generation high-bandwidth memory, or HBM4, chips to major AI chipmakers, including Nvidia, Broadcom Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>) and Alphabet Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) Google, the Korea Economic Daily <a target="_blank" href="https://www.kedglobal.com/korean-chipmakers/newsView/ked202504300004" rel="noreferrer noopener">reported</a> Wednesday.
Outlook: In the second quarter, the Memory Business anticipates robust demand for AI servers and a ramp-up of the enhanced HBM3E 12H.
AI-related demand is expected to remain high in the second half, in conjunction with the launch of new GPUs.
In the second quarter, the System LSI Business will maintain steady revenue by gaining SoC adoption by a major customer for new flagship models and capitalizing on the growing adoption of 200-megapixel sensors.
In the second half, the System LSI Business will expand its flagship SoC supply and develop its automotive sensor portfolio.
In the second quarter, the Foundry Business will stabilize its 2nm process production and drive earnings improvement by actively addressing strong mobile and automotive demand in the United States. Looking ahead to the second half, the Foundry Business aims to start 2nm mass production, secure major 2nm orders, and strengthen its specialty process portfolio on mature nodes.
In the second quarter, the mobile display business maintained a conservative outlook on earnings while pursuing a stable supply of new products such as foldables.
In the second half, SDC aims to grow mobile display business sales through differentiated technologies and products.
In the second quarter, MX Business plans to sustain flagship-centric sales amid weak seasonality by successfully launching the Galaxy S25 Edge. It will also expand its AI smartphone lineup by introducing &#8220;Awesome Intelligence&#8221; to the Galaxy A series.
In the second half, the MX Business will strengthen its foldable lineup by offering a differentiated AI user experience. In addition, the Business will launch new ecosystem products with enhanced AI and health capabilities and explore new product segments such as XR.
In the second quarter, Visual Display and Digital Appliances intends to expand TV sales with its 2025 AI TV lineup and the integration of advanced AI functions.
In the second half, the Business will focus on capturing peak season demand through strategic collaboration with distributors based on an enhanced AI TV lineup.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/media/25/03/44140452/gm-stellantis-supplier-samsung-sdi-weighs-new-us-battery-plant-amid-trumps-ev-policy-shift" target="_blank" rel="noreferrer noopener">GM, Stellantis Supplier Samsung SDI Weighs New US Battery Plant Amid Trump&#8217;s EV Policy Shift</a></li>
</ul>

Asia

Guidance

Emerging Markets

AVGO

Samsung Galaxy Sales Soar But Foundry Segment Lags As Trump Tariffs Loom

Press Releases

Comstock Welcomes Inova 360° Concierge Medicine to The Row at Reston Station

President Trump Unveils $500 Billion AI Infrastructure: Watch AI, PRSO, BBAI Among The Giants

Tech Giants Announce Strategic Partnership to Advance Quantum Computing

Meta to Invest Up to $65 Billion in AI Projects in 2025

Coeptis (NASDAQ: COEP) Accelerates Growth with Strategic Partnerships and Innovation

Google Announces Agreement to Acquire Wiz

Quantum Threats Are Accelerating -- These Companies Are Preparing for the Shift

Google's Parent Company Alphabet in Talks to Acquire Wiz for $30 Billion

New Advances in Healthcare AI Could Unlock Billions in Market Opportunity

AMST

AVAI

BBAI

BURU

CHCI

CLOV

COEP

CSE:SCPE

ICFI

ORCL

PANW

PATH

PRSO

SCPCF

WKEY

Autohome Inc. American Depositary Shares, each representing four class A ordinary shares.

Autohome

Baidu, Inc. - American Depositary Shares, each representing 8 ordinary share

Baidu

Bilibili Inc. - American Depositary Shares

Bilibili

KANZHUN LIMITED - American Depository Shares

Kanzhun

CarGurus

Trump Media & Technology Group Corp. - Common Stock

Trump Media & Tech Gr

Trump Media & Technology Group Corp. - Warrants

Grindr

JOYY

Match Group

Pinterest

QuinStreet

Reddit

Rumble

Snap

Tripadvisor

Weibo Corporation - American Depositary Shares

Weibo

WEBTOON Entertainment Inc. - Common stock

Webtoon Entertainment

Yalla Group Limited American Depositary Shares, each representing one Class A Ordinary Share

Yalla Group

Yelp

Ziff Davis

ZoomInfo Technologies Inc. - Common Stock

ZoomInfo Technologies

Tigress Financial

Susquehanna

Keybanc

Bernstein

Screenshot 2024-09-24 at 5.32.23 PM

ETFs

COPJ

COPP

NIKL

SETM

URNJ

URNM

How To Gain Exposure To The Critical Materials Powering Artificial Intelligence And Meeting Growing Energy Demands Through Sprott ETFs

Screenshot 2024-09-03 at 5.56.09 PM

Coverage of Bitcoin, Etherum, Ripple and all the latest digital currencies.

Cryptocurrency

The Benefits Of Increasing Your Portfolio Diversification With Crypto

Screenshot 2024-08-16 at 5.47.58 PM

Crossroads Summit In Miami To Help Leaders Cut Through Chaos Amid Geopolitical Conflict And Tech Disruption

Screenshot 2024-04-04 at 5.34.23 PM

Automated Trading On The Rise As Companies Push Workers Back To The Office

Comments

Alphabet

空売り

Alphabet (NASDAQ:GOOGL) 株価情報, 空売り情報

こんな人も見ています

ニュース

パートナーシップ

ベンジンガ・グローバル