Celularity (NASDAQ:CELU) Stock

Celularity

Celularity Inc is a clinical-stage biotechnology company developing off-the-shelf placental-derived allogeneic cell therapies including genetically modified and unmodified NK cells, engineered T cells including CAR-T cells, and mesenchymal-like adherent stromal cells, targeting indications across cancer, immunologic, infectious, and degenerative diseases. It manages its operations through an evaluation of three distinct business segments which include Cell Therapy, Degenerative Disease, and bio-banking. The company generates the majority of its revenue from bio-banking segment.

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Pre-Market Outlook

Markets

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CELU

WDAY

With U.S. stock futures trading lower this morning on Monday, some of the stocks that may grab investor focus today are as follows:

Workday, Domino&#39;s And 3 Stocks To Watch Heading Into Monday

Eurozone

Commodities

Small Cap

Global

Intraday Update

CMPR

NRBO

PTON

REVB

VLCN

U.S. stocks traded higher toward the end of trading, with the Dow Jones index gaining around 250 points on Thursday.

The Dow traded up 0.66% to 38,403.91 while the NASDAQ rose 1.01% to 15,316.80. The S&amp;P 500 also rose, gaining, 0.87% to 4,887.70.

Dow Jumps 250 Points; Honeywell Issues Weak Forecast

Movers

ALGM

ASST

BFRG

BOOT

BRTX

CACC

CHRW

CMAX

CMND

CTVA

DGII

EGHT

ELAB

ELWS

ETSY

EVAX

EVER

FBLG

FCEL

HSAI

IFBD

Kiora Pharmaceuticals, Inc. - Common Stock

KPRX

MINM

NVIV

NYCB

OGEN

PLUG

PSNY

RACE

RKLB

SPWR

SRDX

TCRT

WOLF

YOSH

ZION

Shares of C.H. Robinson Worldwide, Inc. (NASDAQ: CHRW) fell sharply during Thursday’s session after the company reported worse-than-expected fourth-quarter financial results.

Why C.H. Robinson Shares Are Trading Lower By Over 12%? Here Are Other Stocks Moving In Thursday&#39;s Mid-Day Session

Celularity Inc

Sarclisa approved in Japan for patients with newly diagnosed multiple myeloma&nbsp;
<ul>
<li>Approval offers access to new treatment options for newly diagnosed MM patients</li>
<li>Approval based on positive results from the IMROZ phase 3 study that demonstrated Sarclisa in combination with VRd significantly improved progression-free survival, compared to VRd alone in transplant-ineligible newly diagnosed multiple myeloma</li>
</ul>

Sanofi Gains Japanese Approval For Sarclisa In Newly Diagnosed Multiple Myeloma Patients

Billionaire entrepreneur and Dallas Mavericks owner Mark Cuban has called the U.S. healthcare system, &#8220;f&#x2A;&#x2A;&#x2A;&#x2A;d up&#8221; while highlighting deductibles as &#8220;the biggest problem in healthcare,&#8221; which are designed by insurance companies.
What Happened: Cuban explained in his latest X post that insurance companies design plans with higher deductibles and lower premiums leaving the work of bill collection in the hands of doctors and hospitals.
A deductible is the amount of money paid by the patient before their insurance company pays for the covered expenses as chosen under their policy.
&#8220;Often we choose higher deductibles because we are healthy or because we can only afford the lowest premium plan,&#8221; adds Cuban, inferring that if higher deductibles were left unpaid hospitals end up becoming &#8220;bill collectors,&#8221; &#8220;DESPITE HAVING NO SAY in the (insurance) plans&#8221; and deductibles bracket that patients choose.
"That is one fucked up system that needs to be redesigned," adds Cuban.
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Want to know one of the biggest problems in healthcare? Deductibles. Deductibles are defined by the plans the insurance companies design. Then they are approved to be offered by the feds or employers. Then we the people decide what deductible we want when we choose our plans.…
&mdash; Mark Cuban (@mcuban) <a href="https://twitter.com/mcuban/status/1894236347847618571?ref_src=twsrc%5Etfw">February 25, 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/government/regulations/25/02/43912631/apple-forced-to-kiss-the-ring-expert-questions-whether-trump-pushed-the-iphone-maker-for-500-billion-investment">Apple &#8216;Forced To Kiss The Ring&#8217;? Expert Questions Whether Trump Pushed The iPhone Maker For $500 Billion Investment</a>
Why It Matters: Cuban&#8217;s tweets shed light on the growing problem of high deductibles in the U.S. healthcare system.
The "higher deductibles" turn out to be out-of-pocket costs which create a barrier to accessing care, potentially leading to delayed treatment, worsening health conditions, and mounting medical debt.
Cuban concluded his post by calling out insurance company practices that contribute to healthcare costs, including &#8220;delay tactics&#8221; and denials of claims. He called for a redesigned system for patient well-being and fairness for healthcare providers.
Here is a list of Insurance sector ETFs that investors could look at:
<figure class="wp-block-table is-style-stripes"> 
<table>
<tbody>
<tr>
<td>ETFs</td>
<td>YTD Performance</td>
<td>One Year Performance</td>
</tr>
<tr>
<td>SPDR S&amp;P Insurance ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KIE#NYSE">KIE</a>)</td>
<td>3.30%</td>
<td>17.59%</td>
</tr>
<tr>
<td>iShares US Insurance ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IAK#NYSE">IAK</a>)</td>
<td>3.66%</td>
<td>17.32%</td>
</tr>
<tr>
<td>Invesco KBW Property &amp; Casualty Insurance ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KBWP#NASDAQ">KBWP</a>)</td>
<td>-0.33%</td>
<td>12.48%</td>
</tr>
</tbody>
</table>
</figure>
Price Action: The SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) and Invesco QQQ Trust ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>), which track the S&amp;P 500 index and Nasdaq 100 index, respectively, fell on Monday. SPY declined 0.46% to $597.21, and QQQ plunged 1.18% to $519.87, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a> data
Read Next:
<ul>
<li><a href="https://www.benzinga.com/25/02/43906366/warren-buffetts-berkshire-boosts-bets-on-five-japanese-companies-admiration-has-consistently-grown-says-oracle-of-omaha-in-letter-to-shareholders">Warren Buffett&#8217;s Berkshire Boosts Bets On 5 Japanese Companies: Oracle Of Omaha Says Admiration &#8216;Has Consistently Grown&#8217;</a></li>
</ul>
Photo courtesy: Shutterstock

Sector ETFs

Insurance

ETFs

iShares Dow Jones US Insurance Index Fund

KBWP

Mark Cuban Calls Deductibles 'The Biggest Problem' in Healthcare: 'System…Needs To Be Redesigned'

Will significantly shorten digital transformation development period

MIELY

Reported Earlier, Mitsubishi Electric Develops First-Ever System To Digitize Operator Expertise For Smarter Operations

TRGP

Reported Earlier, Targa Resources Prices $2B In Senior Notes: $1B 5.550% Due 2035 And $1B 6.125% Due 2055

Reported Earlier, Accenture Unveils AI Solutions To Help Businesses Leverage Google Cloud And Salesforce Technology

OXBR

Reported Earlier, Oxbridge Announces $3M Capital Raise Through Registered Offering And Private Placement

Unity also granted the initial purchasers of the Notes an option to purchase, within a 13-day period beginning on, and including, the date on which the Notes are first issued, up to an additional $90.0 million aggregate principal amount of Notes. The sale of the Notes to the initial purchasers is expected to close on February 27, 2025, subject to customary closing conditions.
The Notes will be general unsecured obligations of Unity and will not bear regular interest, and the principal amount of the Notes will not accrete. The Notes will mature on March 15, 2030, unless earlier converted, redeemed or repurchased.

Reported Earlier, Unity Prices Upsized $600M 0% Convertible Senior Notes Due 2030

Reported Earlier, EHang Forms Strategic Partnership With JAC Motors And Guoxian Holdings To Develop eVTOL Manufacturing Hub

Grupo Aeroportuario del (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PAC#NYSE">PAC</a>) reported quarterly earnings of Ps. 4.50 per share which beat the analyst consensus estimate of Ps. 4.35 by 3.47 percent. This is a 16.23 percent increase over earnings of Ps .3.87 per share from the same period last year. The company reported quarterly sales of Ps .9.63 billion which beat the analyst consensus estimate of Ps. 9.02 billion by 6.67 percent. This is a 5.43 percent increase over sales of Ps. 9.13 billion the same period last year.

Earnings Beats

Grupo Aeroportuario del Q4 2024 GAAP EPS Ps. 4.50 Beats Ps .4.35 Estimate, Sales Ps .9.63B Beat Ps. 9.02B Estimate

EV giant Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) has begun rolling out new driving assistance features for its vehicles on city streets in China, as promised last year.
What Happened: The features are being rolled out via a software update and are similar to those included under the company&#8217;s full self-driving software in the U.S., according to an app notification from the company shared by enthusiasts on social media.
Following the update, the vehicle will identify traffic lights, allow for automatic lane changes, and more, the notification said. The cabin camera will also monitor whether the driver is paying attention to the road while the features are working.
The company is pushing out the update to vehicles in batches on some models, the company said, while adding that the range of compatible models will be gradually expanded.
The new features are limited to customers who paid for FSD. In China, it is priced at 64,000 yuan above the purchase price of the vehicle. It is unclear how many vehicle owners have paid for the service. 
Why It Matters: In September, Tesla said that it would roll out FSD&nbsp;in Europe and China in the <a href="https://www.benzinga.com/news/24/09/40724069/tesla-fsd-rollout-in-china-europe-planned-for-q1-2025">first quarter of 2025</a>, pending regulatory approval.
In January, during the company&#8217;s fourth-quarter earnings call, company CEO Elon Musk said that the company is faced with &#8220;challenges&#8221; in rolling out the software in China. While China doesn't allow training videos from Tesla vehicles in the country to be transferred back to the U.S., the U.S. government doesn't allow the company to train the software in China, <a href="https://www.benzinga.com/tech/25/02/43647669/tesla-releases-supervised-full-self-driving-in-mexico-says-hola-to-local-drivers">Musk said</a>, terming it "a bit of a quandary." Tesla has been using videos of roads in China on the internet to train the software, he added. 
FSD is the advanced version of the company's autopilot driver assistance technology. The name is a misnomer and doesn't allow for completely autonomous driving as of today.
Check out more of Benzinga's Future Of Mobility coverage by&nbsp;<a href="https://www.benzinga.com/topic/mobility" target="_blank" rel="noreferrer noopener">following this link.</a>
Read Next:
<ul>
<li><a href="https://www.benzinga.com/25/02/43909679/tesla-cybercab-will-have-no-stainless-steel-panels-and-will-not-be-painted-either-says-senior-company-exec">Tesla&#8217;s Cybercab To Ditch Stainless Steel And Paint, Says Senior Company Exec: Here&#8217;s How It Will Get Its Signature Gold Look</a></li>
</ul>
Photo courtesy: Shutterstock

Tech

TSLA

Tesla Starts Rolling Out FSD Features In China A Month After Elon Musk Said EV Giant Faces 'Challenges' In The Country

Woodside Energy Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WDS#NYSE">WDS</a>) reported quarterly earnings of $1.87 per share. This is a 115.07 percent increase over earnings of $0.87 per share from the same period last year. The company reported $13.18 billion in sales this quarter. This is a 5.82 percent decrease over sales of $13.99 billion the same period last year.

Woodside Energy Group FY 2024 GAAP EPS $1.87 Up From $0.87 YoY, Sales $13.18B Down From $13.99B YoY

2025 Annual Guidance
(in thousands, except percentages, per share amounts, and ratios)
<figure class="table"> 
<table>
<tbody>
<tr>
<td colspan="5">Full Year 2025 Guidance</td>
<td>&nbsp;</td>
</tr>
<tr>
<td>&nbsp;</td>
<td>Low</td>
<td>&nbsp;</td>
<td>&nbsp;</td>
<td>High</td>
<td>&nbsp;</td>
</tr>
<tr>
<td>Net income&nbsp;(1) (2)</td>
<td>$</td>
<td>253,000</td>
<td>$</td>
<td>293,000</td>
<td>&nbsp;</td>
</tr>
<tr>
<td>Adjusted EBITDA(3)</td>
<td>750,000</td>
<td>790,000</td>
<td>&nbsp;</td>
<td>&nbsp;</td>
<td>&nbsp;</td>
</tr>
<tr>
<td>Cash available for dividend(4) (5)</td>
<td>456,000</td>
<td>471,000</td>
<td>&nbsp;</td>
<td>&nbsp;</td>
<td>&nbsp;</td>
</tr>
<tr>
<td>Segment</td>
<td>&nbsp;</td>
<td>&nbsp;</td>
<td>&nbsp;</td>
<td>&nbsp;</td>
<td>&nbsp;</td>
</tr>
<tr>
<td>Contract operations revenue</td>
<td>$</td>
<td>1,200,000</td>
<td>$</td>
<td>1,235,000</td>
<td>&nbsp;</td>
</tr>
<tr>
<td>Contract operations adjusted gross margin percentage</td>
<td>68</td>
<td>%</td>
<td>71</td>
<td>%</td>
<td>&nbsp;</td>
</tr>
<tr>
<td>Aftermarket services revenue</td>
<td>$</td>
<td>190,000</td>
<td>$</td>
<td>210,000</td>
<td>&nbsp;</td>
</tr>
<tr>
<td>Aftermarket services adjusted gross margin percentage</td>
<td>22</td>
<td>%</td>
<td>24</td>
<td>%</td>
<td>&nbsp;</td>
</tr>
<tr>
<td>Selling, general and administrative</td>
<td>$</td>
<td>147,000</td>
<td>$</td>
<td>142,000</td>
<td>&nbsp;</td>
</tr>
<tr>
<td>Capital expenditures</td>
<td>&nbsp;</td>
<td>&nbsp;</td>
<td>&nbsp;</td>
<td>&nbsp;</td>
<td>&nbsp;</td>
</tr>
<tr>
<td>Growth capital expenditures</td>
<td>$</td>
<td>330,000</td>
<td>$</td>
<td>370,000</td>
<td>&nbsp;</td>
</tr>
<tr>
<td>Maintenance capital expenditures</td>
<td>105,000</td>
<td>115,000</td>
<td>&nbsp;</td>
<td>&nbsp;</td>
<td>&nbsp;</td>
</tr>
<tr>
<td>Other capital expenditures</td>
<td>35,000</td>
<td>50,000</td>
<td>&nbsp;</td>
<td>&nbsp;</td>
<td>&nbsp;</td>
</tr>
</tbody>
</table>
</figure>

Guidance

AROC

Archrock 2025 Guidance: Expects Net Income Of $253M-$293M, And Adj. EBITDA Of $750M-$790M

Archrock (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AROC#NYSE">AROC</a>) reported quarterly earnings of $0.35 per share which beat the analyst consensus estimate of $0.30 by 16.67 percent. This is a 66.67 percent increase over earnings of $0.21 per share from the same period last year. The company reported quarterly sales of $326.42 million which missed the analyst consensus estimate of $330.63 million by 1.27 percent. This is a 25.74 percent increase over sales of $259.59 million the same period last year.

Earnings Misses

Archrock Q4 2024 Adj EPS $0.35 Beats $0.30 Estimate, Sales $326.42M Miss $330.63M Estimate

Helix Energy Solns Gr (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HLX#NYSE">HLX</a>) reported quarterly earnings of $0.13 per share which beat the analyst consensus estimate of $0.09 by 44.44 percent. This is a 168.42 percent increase over losses of $(0.19) per share from the same period last year. The company reported quarterly sales of $355.13 million which beat the analyst consensus estimate of $311.69 million by 13.94 percent. This is a 5.96 percent increase over sales of $335.16 million the same period last year.

Helix Energy Solns Gr Q4 2024 GAAP EPS $0.13 Beats $0.09 Estimate, Sales $355.13M Beat $311.69M Estimate

A widely followed cryptocurrency analyst expressed optimism on Monday that Dogecoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/doge/usd">DOGE</a>) would experience one "final leg up," potentially lifting the dog-themed meme coin closer to all-time highs.
What happened: In an X post, Cas Abbé said Dogecoin's current market conditions resemble those of the first half of 2021, when the meme coin exploded to $0.70.
"I think the next DOGE run will be fueled by Elon and D.O.G.E department hype," the analyst said, referring to the <a href="https://www.benzinga.com/markets/25/02/43906977/elon-musks-doge-savings-of-55-billion-may-be-overstated-wsj-analysis-reveals-the-likely-actual-figure">ambitious cost-cutting effort</a> of Elon Musk that plays on the meme coin's popularity.
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true"><a href="https://twitter.com/search?q=%24DOGE&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$DOGE</a> still has one final leg up left The current pattern feels similar to Q1-Q2 2021 when <a href="https://twitter.com/search?q=%24DOGE&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$DOGE</a> pumped to $0.7 I think the next DOGE run will be fueled by Elon and D.O.G.E department hype. What&#39;s your peak price target for <a href="https://twitter.com/search?q=%24DOGE&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$DOGE</a> in 2025? <a href="https://t.co/kJDLXkmBwU">pic.twitter.com/kJDLXkmBwU</a>
&mdash; Cas Abbé (@cas_abbe) <a href="https://twitter.com/cas_abbe/status/1893980742331380133?ref_src=twsrc%5Etfw">February 24, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
Another well-known trader, Carl Moon, believed that Dogecoin could break out of the falling wedge pattern and potentially rise to $0.44 if it survived the ongoing slump.
A falling wedge is a bullish pattern that suggests potential upward price movement and trend reversal.
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true"><a href="https://twitter.com/search?q=%24DOGE&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$DOGE</a> is literally sitting on the support right now! IF it survives the market drop, it has all the chances to break out of this 1D falling wedge! The target is $0,44&#x1f3af; Trade <a href="https://twitter.com/hashtag/DOGE?src=hash&amp;ref_src=twsrc%5Etfw">#DOGE</a> on Bitunix &#8211; <a href="https://t.co/GzXaATj3Ps">https://t.co/GzXaATj3Ps</a> and get a free $100 after your first $500 deposit! <a href="https://t.co/hXXgWbpIQO">pic.twitter.com/hXXgWbpIQO</a>
&mdash; Carl Moon (@TheMoonCarl) <a href="https://twitter.com/TheMoonCarl/status/1894105982751395880?ref_src=twsrc%5Etfw">February 24, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
Away from the bullish narrative, influential cryptocurrency market commentator Ali Martinez noted Dogecoin's downward breakout of a symmetrical triangle pattern, placing a target at $0.197.
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<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true"><a href="https://twitter.com/hashtag/Dogecoin?src=hash&amp;ref_src=twsrc%5Etfw">#Dogecoin</a> <a href="https://twitter.com/search?q=%24DOGE&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$DOGE</a> broke out of a symmetrical triangle, targeting $0.197! <a href="https://t.co/7pQ2pcXCTs">pic.twitter.com/7pQ2pcXCTs</a>
&mdash; Ali (@ali_charts) <a href="https://twitter.com/ali_charts/status/1894147290958630938?ref_src=twsrc%5Etfw">February 24, 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/24/12/42735744/pharma-bro-martin-shkreli-predicts-doom-for-michael-saylors-microstrategy-as-stock-dips-below-300-in-after-hours-trading"> </a><a href="https://www.benzinga.com/general/entertainment/25/02/43905274/kanye-west-deletes-x-posts-on-potential-meme-coin-unfollows-changpeng-zhao-whats-he-upto">Kanye West Deletes X Posts On Potential Meme Coin, Unfollows Changpeng Zhao — What&#8217;s He Upto?</a>
Why It Matters: These projections come <a href="https://www.benzinga.com/trading-ideas/movers/25/02/43930754/bitcoin-ethereum-dogecoin-bleed-amid-trumps-tariff-threat-bybit-mega-breach-analyst-says-mid-bull-reset-not-unprecedented-full-blown-bear-market-not-yet-here">amid a sharp drop</a> in the cryptocurrency market, fueled by President Donald Trump's tariff threats and fears of potential liquidation of hacked funds from cryptocurrency exchange Bybit.
Price Action: Dogecoin traded at $0.2115 as of this writing, down 8.50% in the last 24 hours and over 40% in a month, according to <a href="https://pro.benzinga.com/dashboard?_gl=1&#x2A;380nj0&#x2A;_ga&#x2A;MTEyOTAyOTcxMy4xNzEzMzY0NTYy&#x2A;_ga_V7ZK73W7N0&#x2A;MTcxNDk4MzIzMi42LjEuMTcxNDk4OTE0Ni4wLjAuMA..">data from Benzinga Pro.</a>
Large DOGE transactions, valued at over $100,000, jumped 41% in the last 24 hours, <a href="https://app.intotheblock.com/">according </a>to IntoTheBlock, while supply held by long-term holders dipped 0.88%, suggesting that investors were cashing out. 
Image via Shutterstock
Read Next:&nbsp;
<ul>
<li><a href="https://www.benzinga.com/personal-finance/financial-advisors/25/02/43903229/advisors-remain-divided-on-crypto-but-sec-approvals-demand-are-shifting-views">Advisors Remain Divided On Crypto, But SEC Approvals, Demand Are Shifting Views</a></li>
</ul>

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

Cryptocurrency

$DOGE

Dogecoin Has 'One Final Leg Up Left,' Says Analyst Amid 40% Slump But Investors Should Be Wary Of This Bearish Forecast

Microsoft Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) has pushed back against concerns about its AI infrastructure spending after a report said the company <a href="https://www.benzinga.com/markets/25/02/43908921/microsoft-pulls-plug-on-ai-data-center-leases-says-analyst-oversupply-situation-likely">canceled data center leases</a>, leading to investor panic and a market sell-off.
Now, tech analyst Dan Ives dismissed the fears as &#8220;more smoke than fire,&#8221; saying that Microsoft&#8217;s long-term AI investment strategy remains intact.
What Happened: On Friday, TD Cowen analysts circulated a report stating Microsoft had canceled leases with at least two private data center operators.
However, on Monday, Microsoft <a href="https://www.cnbc.com/2025/02/24/microsoft-reiterates-plan-to-invest-80-billion-in-ai-.html#:~:text=Microsoft%20reiterates%20plan%20to%20invest%20%2480%20billion%20in%20AI%2C%20but,our%20infrastructure%20in%20some%20areas'&amp;text=Microsoft%20said%20it%20might%20make,year%2C%20which%20ends%20in%20June.">told</a> CNBC that its <a href="https://www.benzinga.com/25/01/42801720/microsoft-to-invest-80-billion-in-ai-data-centers-for-fiscal-2025">$80 billion AI infrastructure</a> investment remains on track, stating, "While we may strategically pace or adjust our infrastructure in some areas, we will continue to grow strongly in all regions."
On the same day, Ives, Wedbush's global head of technology research, dismissed the panic, stating, "Microsoft does this all the time. They foreshadowed it even on the conference call. This is more smoke than fire."
See Also: <a href="http://benzinga.com/tech/25/02/43838071/microsoft-ceo-satya-nadella-warns-of-dot-com-like-ai-bubble-pushes-for-measuring-ai-impact-with-gdp-growth-self-claiming-agi-milestone-is-just-nonsensical-benchmark-hacking">Microsoft CEO Satya Nadella Warns Of Dot-com-Like AI Bubble, Pushes For Measuring AI Impact With GDP Growth: &#8216;Self-Claiming AGI Milestone Is Just Nonsensical Benchmark Hacking&#8217;</a>
He added, "Any sell-off here, this is a name that's way oversold, and nothing here in any way makes us nervous."
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Great to be on <a href="https://twitter.com/PowerLunch?ref_src=twsrc%5Etfw">@PowerLunch</a> with <a href="https://twitter.com/KellyCNBC?ref_src=twsrc%5Etfw">@KellyCNBC</a> and <a href="https://twitter.com/SullyCNBC?ref_src=twsrc%5Etfw">@SullyCNBC</a> discussing Apple's massive $500 Billion US investment and the worries about Microsoft's data center buildout being way overdone &#x1f3c6;&#x1f525;&#x1f402;&#x1f37f;&#x1f4fa;&#x1f447;<a href="https://twitter.com/CNBC?ref_src=twsrc%5Etfw">@CNBC</a> <a href="https://twitter.com/CNBCtech?ref_src=twsrc%5Etfw">@CNBCtech</a> <a href="https://t.co/1jydbqakoC">https://t.co/1jydbqakoC</a> <a href="https://t.co/a1b8HSs0oK">pic.twitter.com/a1b8HSs0oK</a>
&mdash; Dan Ives (@DivesTech) <a href="https://twitter.com/DivesTech/status/1894115016506323205?ref_src=twsrc%5Etfw">February 24, 2025</a></blockquote>
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Why It's Important: Investor anxiety surrounding AI infrastructure spending has been heightened by DeepSeek's low-cost model R1's rise. As per DeepSeek, the model is built for <a href="https://www.benzinga.com/markets/equities/25/01/43256425/nvidia-says-deepseek-an-illustration-of-how-new-ai-models-can-be-created-while-being-export-control-compliant-amid-600-billion-market-value-plunge">under $6 million and outperformed</a> leading U.S. models, including those from OpenAI.
Despite that, <a href="https://in.benzinga.com/markets/equities/25/02/43905646/nvidia-set-for-clear-beat-and-raise-special-as-ai-demand-surges-says-dan-ives">Ives remains bullish</a> on Microsoft and Nvidia Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), arguing that demand for AI computing remains strong.
DeepSeek caused Nvidia to drop <a href="https://in.benzinga.com/tech/25/01/43302711/nvidia-hardest-hit-among-mag-7-stocks-by-deepseek-and-this-stock-ranked-second">17% in a single session</a>. Since Jan. 27, Nvidia shares have rebounded 10.02%, while rival Advanced Micro Devices (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) has declined 6%.
Nvidia's upcoming earnings report on Wednesday, Feb. 26 is expected to provide further clarity, with Ives predicting a $2 billion revenue beat.
This year, big tech is ramping up AI investments, with Amazon, Meta, Microsoft, and Alphabet pouring a record <a href="https://in.benzinga.com/trading-ideas/long-ideas/25/02/43564458/big-techs-2025-ai-bill-is-320-billion-and-counting-can-investors-stomach-it">$320 billion into AI infrastructure</a>, up from $246 billion in 2024.
Amazon leads with over $100 billion, while Microsoft and Alphabet each plan around $80 billion, and Meta commits more than $60 billion.
Price Action: Microsoft's stock closed at $404 on Monday, dropping 1.03% for the day. Year-to-date, it is down 3.48%, and over the past 12 months, it has declined 0.87%, according to <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>.
<figure class="wp-block-image size-large"><a href="https://www.benzinga.com/quote/MSFT/analyst-ratings"><img decoding="async" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/24234620/Screenshot-2025-02-25-at-10.16.10%E2%80%AFAM-1024x378.png" alt="" class="wp-image-796707" /></a></figure>
Photo Courtesy: dotshock on Shutterstock.com
Read Next:
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<li><a href="https://www.benzinga.com/25/01/43153571/openais-sam-altman-flip-flops-on-trump-as-500-billion-stargate-ai-project-is-announced-years-after-praising-reid-hoffman-for-stopping-his-re-election" target="_blank" rel="noreferrer noopener">OpenAI&#8217;s Sam Altman Flip Flops On Trump After $500 Billion Stargate AI Project, Says ‘I Wish I Had Done More Of My Own Thinking&#8217;</a></li>
</ul>
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

MSFT

NVDA

Microsoft Data Center Lease Cancellation Spurred AI Spending Cut Fears 'More Smoke Than Fire,' Says Top Analyst — Redmond Reaffirms $80 Billion Investment Plan

Entrepreneur-turned-politician and former presidential candidate Vivek Ramaswamy officially declared on Monday his intention to run for the Ohio governorship in 2026.
What happened: Ramaswamy announced his candidacy on Monday at a rally in Cincinnati, near his birthplace, stating, "I am honored to officially announce my candidacy to serve as the next Governor of Ohio."
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President Donald Trump endorsed Ramaswamy's bid late Monday night, calling his former GOP primary rival "something special" in a Truth social post.&nbsp;
"He will be a great Governor of Ohio, will never let you down, and has my complete and total endorsement," Trump added.
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Thank you President Trump. I'm truly honored to have your endorsement. We're behind you all the way &amp; we will Make Ohio Great Again! <a href="https://t.co/iKFB54ZUXw">pic.twitter.com/iKFB54ZUXw</a>
&mdash; Vivek Ramaswamy (@VivekGRamaswamy) <a href="https://twitter.com/VivekGRamaswamy/status/1894220819900887510?ref_src=twsrc%5Etfw">February 25, 2025</a></blockquote>
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</figure>
Interestingly, Ramaswamy avoided mentioning the Department of Government Efficiency, or DOGE, the ambitious federal cost-cutting initiative he briefly co-chaired with tech entrepreneur Elon Musk.
See Also:<a href="https://www.benzinga.com/24/12/42735744/pharma-bro-martin-shkreli-predicts-doom-for-michael-saylors-microstrategy-as-stock-dips-below-300-in-after-hours-trading"> </a><a href="https://www.benzinga.com/general/entertainment/25/02/43905274/kanye-west-deletes-x-posts-on-potential-meme-coin-unfollows-changpeng-zhao-whats-he-upto">Kanye West Deletes X Posts On Potential Meme Coin, Unfollows Changpeng Zhao — What&#8217;s He Upto?</a>
Why It Matters: Ramaswamy's exit from DOGE sparked rumors of tension with Musk. The governor hopeful stated he wanted <a href="https://www.benzinga.com/general/social-media/25/01/43378742/vivek-ramaswamy-clarifies-doge-exit-shifts-focus-to-ohio-governorship-bid-you-got-to-do-it-through-legislation">to pursue reform through elected office</a>, particularly at the state level.
Ramaswamy is a known Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) advocate who believes the leading cryptocurrency could become a <a href="https://in.benzinga.com/markets/cryptocurrency/25/02/43805107/vivek-ramaswamy-foresees-bitcoin-as-a-more-common-corporate-treasury-holding-as-era-of-easy-money-ends">popular corporate treasury holding</a> in the future.
During his run for the Republican presidential nomination, he favored <a href="https://www.benzinga.com/markets/cryptocurrency/24/01/36637284/the-bitcoin-president-that-wasnt-what-the-crypto-community-is-saying-about-vivek-ramaswamy">treating most cryptocurrencies as commodities</a> and prioritized the protection of software developers and owner-operated digital wallets. He also started accepting Bitcoin payments for campaign donations.
Photo Courtesy: Shutterstock.com
Read Next:&nbsp;
<ul>
<li><a href="https://www.benzinga.com/personal-finance/financial-advisors/25/02/43903229/advisors-remain-divided-on-crypto-but-sec-approvals-demand-are-shifting-views">Advisors Remain Divided On Crypto, But SEC Approvals, Demand Are Shifting Views</a></li>
</ul>

Politics

$BTC

Bitcoin-Friendly Vivek Ramaswamy Announces Bid For Ohio Governor, Trump Offers Total Endorsement: 'Young, Strong, And Smart'

Keurig Dr Pepper Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KDP#NASDAQ">KDP</a>) will release its fourth-quarter financial results, before the opening <a href="https://www.benzinga.com/quote/KDP/earnings">bell, on Tuesday, Feb. 25, 2025.</a>
Analysts expect the Burlington, Massachusetts-based company to report quarterly earnings at 57 cents per share, up from 55 cents per share in the year-ago period. Keurig Dr Pepper projects quarterly revenue of $4 billion, compared to $3.87 billion a year earlier, according to data from <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a>.
On Oct. 29, 2024, Keurig Dr Pepper announced the pricing of a secondary offering of common stock by JAB at $32.85 per share.
Keurig Dr Pepper shares gained 0.2% to close at $34.12 on Monday.
Benzinga readers can access the latest analyst ratings on the <a href="https://www.benzinga.com/analyst-ratings/analyst-color/22/09/28888638/exclusive-study-finds-benzinga-analyst-ratings-data-yields-market-beating-strategie">Analyst Stock Ratings</a> page. Readers can sort by stock ticker, company name, analyst firm, rating change or other variables.
Let's have a look at how Benzinga's most-accurate <a href="https://www.benzinga.com/quote/KDP/analyst-ratings">analysts have rated the company</a> in the recent period.
<ul>
<li>Barclays analyst Lauren Lieberman maintained an Overweight rating and cut the price target from $39 to $36 on Jan. 17, 2025. This analyst has an accuracy rate of 60%.</li>
<li>UBS analyst Sean King maintained a Buy rating and cut the price target from $42 to $37 on Jan. 16, 2025. This analyst has an accuracy rate of 66%.</li>
<li>Wells Fargo analyst Chris Carey maintained an Overweight rating and cut the price target from $42 to $40 on Jan. 7, 2025. This analyst has an accuracy rate of 61%.</li>
<li>Piper Sandler analyst Mike Lavery initiated coverage on the stock with a Neutral rating and a price target of $35 on Jan. 7, 2025. This analyst has an accuracy rate of 64%.</li>
<li>Deutsche Bank analyst Steve Powers upgraded the stock from Hold to Buy and raised the price target from $37 to $39 on Dec. 12, 2024. This analyst has an accuracy rate of 67%.</li>
</ul>
Considering buying KDP stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="560" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/24141932/image-196-1024x560.png" alt="" class="wp-image-796171" style="width:545px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/24141932/image-196-1024x560.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/24141932/image-196-300x164.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/24141932/image-196-768x420.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/24141932/image-196.png 1142w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
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Price Target

Analyst Ratings

Keurig Dr Pepper Gears Up For Q4 Print; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts

Jason Les, CEO of leading Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) miner Riot Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RIOT#NASDAQ">RIOT</a>), stated on Monday that the company was committed to boosting Bitcoin yield for its shareholders but denied exploring maneuvers like those of&nbsp; Strategy Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>) as yet.
What happened: During the firm's fourth-quarter earnings call on Monday, Les outlined the significance of offering a higher Bitcoin per share by minimizing dilution.&nbsp;
He pointed out that the company&#8217;s mining operations, characterized by a "very low" direct cost of production, are the key to this strategy.
"And of course, always going to be looking to raise capital in the least dilutive, lowest cost of capital manner in order to enhance Bitcoin yield," the CEO added.&nbsp;
The "Bitcoin Yield" metric, popularized by Strategy, the world's largest corporate holder, measures the percentage change in the number of Bitcoins a company owns per share over a period. The metric helps gauge the effectiveness of the Bitcoin acquisition strategy.&nbsp;
See Also:<a href="https://www.benzinga.com/24/12/42735744/pharma-bro-martin-shkreli-predicts-doom-for-michael-saylors-microstrategy-as-stock-dips-below-300-in-after-hours-trading"> </a><a href="https://www.benzinga.com/general/entertainment/25/02/43905274/kanye-west-deletes-x-posts-on-potential-meme-coin-unfollows-changpeng-zhao-whats-he-upto">Kanye West Deletes X Posts On Potential Meme Coin, Unfollows Changpeng Zhao — What&#8217;s He Upto?</a>
"We think with our assets and the things that we&#8217;ve what we build up here at Riot, we are well positioned to find alternative forms of financing," Les stated.
On the question of introducing <a href="https://www.benzinga.com/markets/cryptocurrency/25/02/43913122/strategy-acquires-20356-bitcoin-for-1-99-billion-boosts-2025-btc-yield-to-6-9">"structured products"</a> like Strategy, the CEO said, "That&#8217;s not something that we&#8217;ve looked too closely at yet."
Why It Matters: Les' remarks come in the wake of a trend among leading U.S.-based Bitcoin miners to <a href="https://www.benzinga.com/markets/cryptocurrency/25/01/42867736/us-bitcoin-miners-hoard-apex-crypto-to-shield-against-rising-expenses-mara-riot-replicate-microstrategys-playbook">accumulate BTC as a buffer</a> against increasing competition and shrinking profit margins.&nbsp;
Riot bagged approximately $510 million worth of Bitcoin in December. As of this writing, it was the third-largest corporate Bitcoin holder, with a stash of 18,221 BTC, worth $1.67 billion, <a href="https://bitcointreasuries.n">according</a> to bitcointreasuries.net.
Riot Platforms <a href="https://in.benzinga.com/news/earnings/25/02/43928216/riot-platforms-shares-climb-after-fy-2024-results-details">reported </a>a fiscal 2024 revenue of $376.7 million, surpassing the analyst consensus estimate of $372.34 million. The company posted mining revenue of $321 million for the year, as compared to $189.0 million in 2023, primarily driven by higher average Bitcoin prices.
Price Action: At the time of writing, Bitcoin was exchanging hands at $92,165.87, down 3.64% in the last 24 hours, according to <a href="https://pro.benzinga.com/dashboard?_gl=1&#x2A;380nj0&#x2A;_ga&#x2A;MTEyOTAyOTcxMy4xNzEzMzY0NTYy&#x2A;_ga_V7ZK73W7N0&#x2A;MTcxNDk4MzIzMi42LjEuMTcxNDk4OTE0Ni4wLjAuMA..">data from Benzinga Pro</a>.
Shares of Riot rose 1% in after-hours trading, after closing 4.49% lower at $9.990 during Monday's trading session. Year-to-date, the stock has dropped 2.15%.
Image via Shutterstock
Read Next:&nbsp;
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<li><a href="https://www.benzinga.com/personal-finance/financial-advisors/25/02/43903229/advisors-remain-divided-on-crypto-but-sec-approvals-demand-are-shifting-views">Advisors Remain Divided On Crypto, But SEC Approvals, Demand Are Shifting Views</a></li>
</ul>
Disclaimer:&nbsp;This content was partially produced with the help of&nbsp;<a href="https://www.benzinga.com/author/benzinga-neuro" target="_blank" rel="noreferrer noopener">Benzinga Neuro</a>&nbsp;and was reviewed and published by Benzinga editors.<a href="https://www.benzinga.com/apis?utm_source=benzinga.com&amp;utm_campaign=article-bottom" rel="noreferrer noopener" target="_blank"></a>

MSTR

RIOT

Riot Platforms CEO Reaffirms Plan To Boost Bitcoin Yield But 'Not Looking Too Closely' At Michael Saylor-Led Strategy's Maneuvers

Elon Musk's SpaceX is reportedly pushing to deploy Starlink satellite internet terminals within the U.S. Federal Aviation Administration's national airspace network — a move that raises concerns over conflicts of interest and the status of Verizon Communication's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VZ#NYSE">VZ</a>) <a href="https://www.benzinga.com/news/23/03/31605628/verizon-secures-2-4b-contract-to-modernize-faa-infrastructure">existing contract to upgrade</a> the system.
What Happened: Musk approved the shipment of 4,000 Starlink terminals to the FAA last week to support the agency's IT infrastructure overhaul, <a href="https://www.bloomberg.com/news/articles/2025-02-25/musk-seeks-to-install-starlink-terminals-in-us-airspace-network">reported</a> Bloomberg, citing a person familiar with the matter.
One terminal has already been installed at the FAA's air-traffic control technology lab in Atlantic City, New Jersey, for testing.
The FAA manages 45,000 flights carrying nearly 3 million passengers daily.
See Also: <a href="https://www.benzinga.com/25/02/43907210/tesla-exec-says-company-met-about-upcoming-roadster-earlier-this-month-confirms-ev-company-working-with-spacex-for-superior-specs">Tesla Exec Confirms Roadster Update Talks, Collaboration With SpaceX For Top Specs</a>
In 2023, Verizon was awarded a $2.4 billion contract to lead the network upgrade, but it remains unclear how Starlink's involvement could affect that agreement, the report noted.
Verizon denied knowledge of any changes. It told the publication that the company has "no indication that these reports are accurate."
Why It Matters: Musk's deepening involvement in government infrastructure projects could spark scrutiny, especially as the FAA is also responsible for regulating SpaceX's launches.
Musk's Starlink currently faces challenges from China&#8217;s SpaceSail and Jeff Bezos&#8217; Project Kuiper, both of which are <a href="https://www.benzinga.com/general/space/25/02/43906438/elon-musks-starlink-braces-for-global-satellite-war-as-chinas-spacesail-and-jeff-bezos-kuiper-expand">expanding their satellite networks</a>.
Earlier, <a href="https://in.benzinga.com/general/space/25/02/43807232/trump-praises-elon-musks-starlink-rollout-says-spacex-rocket-recovery-is-like-you-grab-a-beautiful-little-babyclaims-us-russia-china-cant-compete">Starlink&#8217;s rapid deployment</a> was praised by President Donald Trump, who highlighted its crucial role during Hurricane Helene&#8217;s aftermath in North Carolina.
As SpaceX remains privately held, Musk last year dismissed the <a href="https://www.benzinga.com/news/24/06/39519229/elon-musk-dismisses-rumors-of-spacex-ipo-as-it-reportedly-seeks-210b-valuation-pressure-for-short-te">idea of an IPO</a>, citing the pressure for short-term results in public companies.
Price Action: Verizon&#8217;s stock rose 0.023% in after-hours trading to reach $43.33. Earlier on Monday, it closed at $43.32, marking a 1.31% gain, according to <a href="http://pro.benzinga.com/">Benzinga Pro data</a>.
Photo by Rokas Tenys on Shutterstock
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<li><a href="https://www.benzinga.com/25/02/43905539/elon-musk-led-spacex-to-undertake-starships-8th-test-flight-on-friday" target="_blank" rel="noreferrer noopener">Elon Musk&#8217;s SpaceX To Undertake Starship&#8217;s 8th Test Flight On Friday</a></li>
</ul>
Disclaimer:&nbsp;This content was partially produced with the help of&nbsp;<a href="https://www.benzinga.com/author/benzinga-neuro" target="_blank" rel="noreferrer noopener">Benzinga Neuro</a>&nbsp;and was reviewed and published by Benzinga editors.

SPACE

Media

Elon Musk's SpaceX Pushing To Integrate Starlink In US Airspace Network, Raising Conflict Of Interest Concerns

Press Releases

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General

Celularity's Strategic Partner Announces Groundbreaking for State-of-the-Art Stem Cell & Regenerative Medicine Center in Asia Pacific

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Health Care

MASS Coalition Welcomes Trump Order Freezing Skin Substitute LCDs

Celularity Enters Strategic Collaboration Agreement with Clinical Stage Cell Therapy Company

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