Market analysts Stephen Weiss, Rob Sechan, and Joseph M. Terranova shared their final trade recommendations on CNBC's Halftime Report, highlighting Alphabet Inc., Lam Research Corporation, and Interactive Brokers Group, Inc. The selections were driven by recent corporate developments and analyst ratings.

Stephen Weiss, chief investment officer and managing partner of Short Hills Capital Partners, recommended Alphabet Inc. The endorsement follows Alphabet's announcement on Thursday regarding the nationwide rollout of its Enhanced Local Services Ads for Home Listings across all 50 U.S. states. This expansion aims to strengthen the company's advertising capabilities.

Rob Sechan, CEO of NewEdge Wealth, named Lam Research Corporation as his final trade. The choice received support from Oppenheimer analyst Ed Yang, who maintained an Outperform rating on Monday and raised the price target from $330 to $400.

Joseph M. Terranova, senior managing director for Virtus Investment Partners, selected Interactive Brokers Group, Inc. The firm reported first-quarter earnings of 60 cents per share on April 21, meeting the analyst consensus estimate. Quarterly revenue reached $1.67 billion, missing the Street estimate of $1.71 billion by 2.25%.

Price Action

Venture capitalist Vinod Khosla criticized Stanford students who walked out during Alphabet Inc. Google CEO Sundar Pichai's commencement address on Sunday, calling their protest 'idiotic' and 'selfish.' The disruption occurred at Stanford University's 135th commencement ceremony, attended by more than 20,000 people. Khosla's comments highlight the growing tension between tech industry leaders and student activists over military contracts and AI ethics.

Stanford Graduation Walkout

As Pichai began speaking, approximately 100 to 200 students stood up, exited the venue, waved Palestinian flags, and chanted 'Free Palestine.' The protest was organized by student groups, including Students for Justice in Palestine and No Tech for Apartheid. These groups accused major tech firms of contributing to military and surveillance systems. In a statement, protesters declared, 'We don't need another tech billionaire to tell us how to get rich off of the killing and surveillance of Palestinians.'

The criticism centered on Project Nimbus, a $1.2 billion cloud and AI contract between Google and the Israeli government. Protesters also cited additional contracts with U.S. agencies, such as Immigration and Customs Enforcement and the Department of Homeland Security, as reasons for their demonstration.

Khosla Responds to Protest

Khosla responded on X, labeling the students' actions as 'biased, idiotic, short-sighted and very selfish.' He argued that the protesters were ignoring 'the bottom 3 billion people on this planet that could benefit from AI' in favor of 'misinformed selfish self-interest.' Khosla emphasized the potential of AI to provide equality and freedom for humanity, a vision he believes Pichai and Google have pioneered.

Khosla Warns AI Could Replace Jobs

Separately, Khosla has previously stated that AI could automate around 80% of jobs by 2030. He predicted this shift would drive major deflation, higher productivity, and a long-term move away from traditional employment. Khosla argued that AI would reduce the value of human labor, forcing governments to rethink taxation and wealth distribution. He suggested that AI-driven efficiency could increase global purchasing power by 2040, necessitating a realignment of capital gains and income taxation systems due to shrinking labor income.