La cadena de opciones muestra datos clave de las opciones de acciones de Advanced Micro Devices a varios precios de ejercicio y fechas de vencimiento. Los operadores utilizan esta información para analizar posibles operaciones y evaluar el sentimiento del mercado para Advanced Micro Devices..

Advanced Micro Devices (NASDAQ:AMD) Bolsa, Cadena de Opciones

ADVANCED MICRO DEVICES

Advanced Micro Devices

Advanced Micro Devices designs a variety of digital semiconductors for markets such as PCs, gaming consoles, data centers, industrial, and automotive applications. AMD's traditional strength was in central processing units and graphics processing units used in PCs and data centers. Additionally, the firm supplies the chips found in prominent game consoles such as the Sony PlayStation and Microsoft Xbox. In 2022, the firm acquired field-programmable gate array leader Xilinx to diversify its business and augment its opportunities in key end markets such as data center and automotive.

Advanced Micro Devices, Inc.

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El Senado de EE. UU. aprueba el Big Beautiful Bill, elevando al 30 % el crédito fiscal a semiconductores y favoreciendo Nvidia, Intel y TSMC.

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As Americans set off fireworks for the Fourth, Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) <a href="https://www.benzinga.com/topic/jensen-huang">CEO Jensen Huang</a> might need a bigger sparkler. The stock just closed at $159.34 on Thursday, less than 3% shy of the historic $4 trillion market cap milestone. If it hits $164, it'll become the first chipmaker — and only the second U.S. company after Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) &#8211; to touch that number. 
That's not just bullish momentum. That's a whole new orbit.
<h2 class="wp-block-heading">The Fundamental Setup</h2>
After a brief tariff tantrum over AI chip restrictions to China, Nvidia didn't just bounce back &#8211; it rocketed. A Morgan Stanley note this week citing "very strong demand for all Blackwell form factors" poured fuel on the fire,<a href="https://www.theinformation.com/articles/nvidia-nears-4-trillion-market-cap"> reported</a> The Information. And while China sales are under pressure, Europe is stepping up: Nvidia's slew of new partnerships with European AI developers could be the offset investors needed.
Read Also: <a href="https://www.benzinga.com/markets/equities/25/07/46259795/everyone-talked-about-nvidia-apple-and-tesla-but-this-one-tech-stock-has-left-them-all-behind-in-2025">Everyone Talked About Nvidia, Apple And Tesla, But This One Tech Stock Has Left Them All Behind In 2025</a>
<h2 class="wp-block-heading">Competitive Smoke, No Fire</h2>
Despite whispers of rivals like Microsoft and 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 designing custom AI chips, none have dented Nvidia's dominance. In fact:
<ul class="wp-block-list">
<li>OpenAI walked back TPU hype, saying no plans to scale Google's chips.</li>
<li>Microsoft hit delays in developing its own silicon.</li>
<li>Even Apple's AI efforts remain niche, not threatening.</li>
</ul>
<h2 class="wp-block-heading">Valuation? Still Reasonable</h2>
For skeptics calling this a bubble, here's the kicker: Nvidia trades at a discount to Advanced Micro Devices Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) and close enough to Broadcom Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>) on forward earnings. Per <a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0704">Benzinga Pro</a> data, NVDA stock currently trades at a forward earnings ratio of 36.63, while AMD and AVGO trade at 37.18 and 32.89 P/E (forward), respectively.
In a market where megacap stocks are routinely accused of being overpriced, Nvidia's numbers remain surprisingly grounded &#8211; if not a bargain, then at least justifiable.
<h2 class="wp-block-heading">Trading Idea: Long Into the $4 Trillion Launchpad</h2>
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0704"><img loading="lazy" decoding="async" width="629" height="484" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/04085314/Screenshot-2025-07-04-at-4.32.19-PM-1.png" alt="" class="wp-image-973148" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/04085314/Screenshot-2025-07-04-at-4.32.19-PM-1.png 629w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/04085314/Screenshot-2025-07-04-at-4.32.19-PM-1-300x231.png 300w" sizes="(max-width: 629px) 100vw, 629px" /></a></figure>
<a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0704">Chart created using Benzinga Pro</a>
For those looking for ways to trade/position for the $4 trillion Nvidia moment, you could consider:
<ul class="wp-block-list">
<li>Accumulate Zone: Accumulating on any dip below $158 if markets stay risk-on.</li>
<li>Breakout Trade: Watching any breakout above $164 closely, targeting $170+ short-term.</li>
<li>Risk Management: Place stop-loss near $152; reevaluate on new China-related headlines.</li>
</ul>
AI may be the buzzword, but Nvidia's grip on the real infrastructure behind the hype hasn't loosened one bit. With competitive threats fizzling and new demand corridors opening in Europe, the next few days could deliver a firecracker of a milestone: $4 trillion — and counting.
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/trading-ideas/long-ideas/25/07/46251674/the-inverse-cramer-ai-play-how-nebius-combines-tesla-vibes-with-nvidia-muscle">The Inverse Cramer AI Play: How Nebius Combines Tesla Vibes With Nvidia Muscle</a></li>
</ul>
Image: Shutterstock

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Nvidia's $4T Countdown: Will Next Week's Chart Print A Trillion-Dollar Breakout?

Elon Musk&#8216;s artificial intelligence startup xAI has hired Katie Miller, wife of President Donald Trump&#8216;s Deputy Chief of Staff Stephen Miller, as a communications manager just as the company secured a controversial permit for its Memphis data center operations.
What Happened: The Shelby County Health Department on Wednesday approved xAI&#8217;s application to <a href="https://www.benzinga.com/markets/tech/25/07/46257227/elon-musks-xai-secures-permit-to-burn-natural-gas-for-grok-supercomputer-in-memphis-amid-clean-air-act-lawsuit-pollution-complaints">operate 15 natural gas-burning turbines</a> at its Colossus supercomputer facility, despite months of community protests over air quality concerns. 
The permit includes emissions limits and testing requirements, with penalties reaching $10,000 per day for non-compliance.
Katie Miller, a seasoned political operative who previously worked at the Department of Government Efficiency, announced the permit approval in a rare email to reporters from her xAI corporate address, <a href="https://fortune.com/2025/07/03/katie-miller-trump-white-house-elon-musk-xai/">reported</a> Fortune. The communication marked an unusual departure for Musk&#8217;s companies, which disbanded media relations teams years ago and typically communicate only through social media.
&#8220;xAI welcomes today&#8217;s decision by the Shelby County Health Department,&#8221; Miller wrote. &#8220;Our onsite power generation will be equipped with state-of-the-art emissions control technology, making this facility the lowest emitting of its kind in the country.&#8221;
See Also: <a href="https://www.benzinga.com/news/politics/25/07/46259176/trumps-decision-to-end-tax-free-loophole-for-low-value-goods-from-china-leads-to-a-sharp-decline-in-air-cargo-shipments">Trump&#8217;s Decision To End Tax-Free Loophole For Low-Value Goods From China Leads To A Sharp Decline In Air Cargo Shipments</a>
Why It Matters: Miller&#8217;s hiring comes amid growing tensions between Trump and Musk. She departed the White House in May to work full-time for Musk&#8217;s ventures, according <a href="https://edition.cnn.com/politics/live-news/trump-presidency-news-05-28-25#cmb8dqgz400003b6siifazr80">to</a> CNN, while her husband remains with the Trump administration. The relationship between the two billionaires has deteriorated, with Musk recently threatening to fund a rival political party.
The Memphis facility powers xAI&#8217;s Grok AI model and represents Musk&#8217;s direct challenge to OpenAI&#8216;s ChatGPT and 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 Gemini. The company recently raised $10 billion in debt and equity, with discussions underway for an additional $20 billion equity round that <a href="https://www.benzinga.com/markets/tech/25/07/46187301/elon-musks-xai-secures-10-billion-in-debt-and-equity-amid-soaring-burn-rate-as-ai-arms-race-intensifies">could value xAI at over $120 billion</a>.
The Memphis supercomputer utilizes primarily NVIDIA Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) GPUs, with additional chips from Advanced Micro Devices Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>). Musk plans to <a href="https://www.benzinga.com/markets/tech/25/07/46257227/elon-musks-xai-secures-permit-to-burn-natural-gas-for-grok-supercomputer-in-memphis-amid-clean-air-act-lawsuit-pollution-complaints">deploy 1 million GPUs at the facility</a>, with acquisition costs estimated between $30 billion and $40 billion, according to analyst Gene Munster.
Read Next: 
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<li><a href="https://www.benzinga.com/markets/equities/25/07/46258103/boeing-wins-2-8-billion-us-space-force-contract-to-build-nuclear-resilient-satellites-for-strategic-communications">Boeing Wins $2.8 Billion US Space Force Contract To Build Nuclear-Resilient Satellites For Strategic Communications</a></li>
</ul>
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: JRdes / Shutterstock.com

Elon Musk's xAI Hires Trump Aide Stephen Miller's Wife Katie Amid Controversial Memphis Data Center Permit Win

Elon Musk's artificial intelligence startup xAI has received official approval to operate natural gas-burning turbines at its <a href="https://www.benzinga.com/tech/25/04/45100013/elon-musks-xai-supercomputer-powering-grok-faces-human-rights-violation-allegations-in-memphis-over-pollution-from-unauthorized-gas-turbines">Memphis-based supercomputer</a> facility, despite community backlash and an ongoing lawsuit over air quality concerns.
What Happened: The Shelby County Health Department issued the permit on Wednesday, allowing xAI to operate 15 gas turbines at its Colossus data center, which powers the Grok AI model, <a href="https://www.cnbc.com/2025/07/03/musks-xai-gets-permit-for-turbines-to-power-supercomputer-in-memphis.html">reported</a> CNBC.
The permit enforces emissions limits and testing requirements, with non-compliance penalties reaching $10,000 per day.
Local residents have protested the project for months, citing a strong odor and <a href="https://www.benzinga.com/markets/tech/25/06/46012282/elon-musks-xai-may-face-clean-air-act-lawsuit-over-alleged-pollution-at-memphis-data-center">poor air quality</a> that reportedly worsened after the turbines were activated. The NAACP, represented by the Southern Environmental Law Center, has filed a lawsuit against xAI, claiming the company violated the Clean Air Act.
See Also:&nbsp;<a href="https://benzinga.com/markets/macro-economic-events/25/06/46163141/trump-says-hell-skip-trade-deals-set-global-tariffs-with-a-letter-pay-a-25-tariff-o" target="_blank" rel="noreferrer noopener">Trump Says He'll Skip Trade Deals, Set Global Tariffs With A Letter: ‘Pay A 25% Tariff, Or 20%, Or 40 Or 50%'</a>
Satellite images taken Tuesday reportedly show 24 turbines at the site, exceeding the permitted number. Previously, the site hosted as many as 35 turbines, with more than 15 operating at once, the report said.
Why It's Important: xAI's Memphis supercomputer is central to Musk's ambitions to compete with OpenAI's ChatGPT and Alphabet Inc.'s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) Google's Gemini.
Earlier this week, it was announced that xAI has <a href="https://www.benzinga.com/markets/tech/25/07/46187301/elon-musks-xai-secures-10-billion-in-debt-and-equity-amid-soaring-burn-rate-as-ai-arms-race-intensifies">raised $10 billion in debt</a> and equity.
The company is also reportedly in discussions to raise around $20 billion in equity funding, which could value it at over $120 billion, with some investors estimating its worth could reach as high as $200 billion.
Previously, Musk revealed that xAI plans to deploy 1 million GPUs near Memphis. Most of these GPUs will be sourced from Nvidia Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), according to Gene Munster, with a smaller share coming from Advanced Micro Devices (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>).
Munster added that the total cost of acquiring these chips could range from <a href="https://www.benzinga.com/25/05/45534923/elon-musks-xai-plans-3040-billion-gpu-buy-near-memphis-nvidia-set-to-be-the-biggest-winner-says-top-analyst">$30 billion to $40 billion</a>.
Read Next:
<ul class="wp-block-list">
<li><a href="https://benzinga.com/markets/tech/25/06/46186013/mark-zuckerberg-once-predicted-that-this-technology-would-replace-your-phone-a-decade-later-how-far-" target="_blank" rel="noreferrer noopener">Mark Zuckerberg Once Predicted That This Technology Would Replace Your Phone — A Decade Later, How Far Is Meta From Delivering On A ‘More Natural' Future</a></li>
</ul>
Photo Courtesy: JRdes on Shuttertsock.com
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Elon Musk's xAI Secures Permit To Burn Natural Gas For Grok Supercomputer In Memphis Amid Clean Air Act Lawsuit, Pollution Complaints

Analysts' ratings for Advanced Micro Devices (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) over the last quarter vary from bullish to bearish, as provided by 33 analysts.
The table below provides a snapshot of their recent ratings, showcasing how sentiments have evolved over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">13</td>
<td align="right">15</td>
<td align="right">5</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">6</td>
<td align="right">2</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">4</td>
<td align="right">7</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">3</td>
<td align="right">5</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Insights from analysts' 12-month price targets are revealed, presenting an average target of $135.97, a high estimate of $200.00, and a low estimate of $95.00. Observing a downward trend, the current average is 2.57% lower than the prior average price target of $139.56. 
<img src="https://www.benzinga.com/files/images/story/2025/1751569325_0.png" alt="price target chart" />
<h2>Decoding Analyst Ratings: A Detailed Look</h2>
The perception of Advanced Micro Devices by financial experts is analyzed through recent analyst actions. The following summary presents key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Vijay Rakesh</td>
<td>Mizuho</td>
<td>Raises</td>
<td>Outperform</td>
<td>$152.00</td>
<td>$135.00</td>
</tr>
<tr>
<td>Ben Reitzes</td>
<td>Melius Research</td>
<td>Raises</td>
<td>Buy</td>
<td>$175.00</td>
<td>$110.00</td>
</tr>
<tr>
<td>Ben Reitzes</td>
<td>Melius Research</td>
<td>Raises</td>
<td>Buy</td>
<td>$175.00</td>
<td>$110.00</td>
</tr>
<tr>
<td>Harsh Kumar</td>
<td>Piper Sandler</td>
<td>Raises</td>
<td>Overweight</td>
<td>$140.00</td>
<td>$125.00</td>
</tr>
<tr>
<td>Ruben Roy</td>
<td>Stifel</td>
<td>Maintains</td>
<td>Buy</td>
<td>$132.00</td>
<td>$132.00</td>
</tr>
<tr>
<td>Sujeeva De Silva</td>
<td>Roth Capital</td>
<td>Raises</td>
<td>Buy</td>
<td>$150.00</td>
<td>$125.00</td>
</tr>
<tr>
<td>Mark Lipacis</td>
<td>Evercore ISI Group</td>
<td>Raises</td>
<td>Outperform</td>
<td>$144.00</td>
<td>$126.00</td>
</tr>
<tr>
<td>Kevin Cassidy</td>
<td>Rosenblatt</td>
<td>Maintains</td>
<td>Buy</td>
<td>$200.00</td>
<td>$200.00</td>
</tr>
<tr>
<td>Cody Acree</td>
<td>Benchmark</td>
<td>Maintains</td>
<td>Buy</td>
<td>$170.00</td>
<td>$170.00</td>
</tr>
<tr>
<td>Christopher Danely</td>
<td>Citigroup</td>
<td>Raises</td>
<td>Neutral</td>
<td>$120.00</td>
<td>$100.00</td>
</tr>
<tr>
<td>Vijay Rakesh</td>
<td>Mizuho</td>
<td>Raises</td>
<td>Outperform</td>
<td>$135.00</td>
<td>$117.00</td>
</tr>
<tr>
<td>Tom O'Malley</td>
<td>Barclays</td>
<td>Raises</td>
<td>Overweight</td>
<td>$130.00</td>
<td>$110.00</td>
</tr>
<tr>
<td>Vivek Arya</td>
<td>B of A Securities</td>
<td>Raises</td>
<td>Buy</td>
<td>$130.00</td>
<td>$120.00</td>
</tr>
<tr>
<td>Mark Lipacis</td>
<td>Jefferies</td>
<td>Lowers</td>
<td>Hold</td>
<td>$100.00</td>
<td>$120.00</td>
</tr>
<tr>
<td>Tristan Gerra</td>
<td>Baird</td>
<td>Lowers</td>
<td>Outperform</td>
<td>$140.00</td>
<td>$175.00</td>
</tr>
<tr>
<td>Matt Bryson</td>
<td>Wedbush</td>
<td>Raises</td>
<td>Outperform</td>
<td>$120.00</td>
<td>$115.00</td>
</tr>
<tr>
<td>Srini Pajjuri</td>
<td>Raymond James</td>
<td>Lowers</td>
<td>Outperform</td>
<td>$120.00</td>
<td>$150.00</td>
</tr>
<tr>
<td>Timothy Arcuri</td>
<td>UBS</td>
<td>Lowers</td>
<td>Buy</td>
<td>$150.00</td>
<td>$155.00</td>
</tr>
<tr>
<td>Harsh Kumar</td>
<td>Piper Sandler</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$125.00</td>
<td>$140.00</td>
</tr>
<tr>
<td>Matthew Prisco</td>
<td>Cantor Fitzgerald</td>
<td>Maintains</td>
<td>Overweight</td>
<td>$120.00</td>
<td>$120.00</td>
</tr>
<tr>
<td>Gary Mobley</td>
<td>Loop Capital</td>
<td>Lowers</td>
<td>Buy</td>
<td>$140.00</td>
<td>$175.00</td>
</tr>
<tr>
<td>Joseph Moore</td>
<td>Morgan Stanley</td>
<td>Lowers</td>
<td>Equal-Weight</td>
<td>$121.00</td>
<td>$137.00</td>
</tr>
<tr>
<td>Hans Mosesmann</td>
<td>Rosenblatt</td>
<td>Maintains</td>
<td>Buy</td>
<td>$200.00</td>
<td>$200.00</td>
</tr>
<tr>
<td>Jay Goldberg</td>
<td>Seaport Global</td>
<td>Announces</td>
<td>Buy</td>
<td>$110.00</td>
<td>-</td>
</tr>
<tr>
<td>Ruben Roy</td>
<td>Stifel</td>
<td>Lowers</td>
<td>Buy</td>
<td>$132.00</td>
<td>$162.00</td>
</tr>
<tr>
<td>Christopher Rolland</td>
<td>Susquehanna</td>
<td>Lowers</td>
<td>Positive</td>
<td>$135.00</td>
<td>$150.00</td>
</tr>
<tr>
<td>Matt Bryson</td>
<td>Wedbush</td>
<td>Lowers</td>
<td>Outperform</td>
<td>$115.00</td>
<td>$150.00</td>
</tr>
<tr>
<td>Stacy Rasgon</td>
<td>Bernstein</td>
<td>Lowers</td>
<td>Market Perform</td>
<td>$95.00</td>
<td>$125.00</td>
</tr>
<tr>
<td>Tom O'Malley</td>
<td>Barclays</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$110.00</td>
<td>$140.00</td>
</tr>
<tr>
<td>Timothy Arcuri</td>
<td>UBS</td>
<td>Lowers</td>
<td>Buy</td>
<td>$155.00</td>
<td>$175.00</td>
</tr>
<tr>
<td>Aaron Rakers</td>
<td>Wells Fargo</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$120.00</td>
<td>$140.00</td>
</tr>
<tr>
<td>Mark Lipacis</td>
<td>Evercore ISI Group</td>
<td>Lowers</td>
<td>Outperform</td>
<td>$126.00</td>
<td>$147.00</td>
</tr>
<tr>
<td>Christopher Danely</td>
<td>Citigroup</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$100.00</td>
<td>$110.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts frequently update their recommendations based on evolving market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to Advanced Micro Devices. This information provides a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Offering a comprehensive view, analysts assess stocks qualitatively, spanning from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Advanced Micro Devices compared to the broader market.</li>
<li>Price Targets: Delving into movements, analysts provide estimates for the future value of Advanced Micro Devices's stock. This analysis reveals shifts in analysts' expectations over time.</li>
</ul>
Assessing these analyst evaluations alongside crucial financial indicators can provide a comprehensive overview of Advanced Micro Devices's market position. Stay informed and make well-judged decisions with the assistance of our Ratings Table.
<a href="https://www.benzinga.com/quote/AMD/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on Advanced Micro Devices analyst ratings.</a>
<h2>Get to Know Advanced Micro Devices Better</h2>
Advanced Micro Devices designs a variety of digital semiconductors for markets such as PCs, gaming consoles, data centers, industrial, and automotive applications. AMD's traditional strength was in central processing units and graphics processing units used in PCs and data centers. Additionally, the firm supplies the chips found in prominent game consoles such as the Sony PlayStation and Microsoft Xbox. In 2022, the firm acquired field-programmable gate array leader Xilinx to diversify its business and augment its opportunities in key end markets such as data center and automotive.
<h3>Financial Milestones: Advanced Micro Devices's Journey</h3>
Market Capitalization: With restricted market capitalization, the company is positioned below industry averages. This reflects a smaller scale relative to peers.
Revenue Growth: Over the 3M period, Advanced Micro Devices showcased positive performance, achieving a revenue growth rate of 35.9% as of 31 March, 2025. This reflects a substantial increase in the company's top-line earnings. In comparison to its industry peers, the company stands out with a growth rate higher than the average among peers in the Information Technology sector.
Net Margin: Advanced Micro Devices's net margin lags behind industry averages, suggesting challenges in maintaining strong profitability. With a net margin of 9.53%, the company may face hurdles in effective cost management.
Return on Equity (ROE): Advanced Micro Devices's ROE is below industry standards, pointing towards difficulties in efficiently utilizing equity capital. With an ROE of 1.23%, the company may encounter challenges in delivering satisfactory returns for shareholders.
Return on Assets (ROA): Advanced Micro Devices's ROA is below industry standards, pointing towards difficulties in efficiently utilizing assets. With an ROA of 1.01%, the company may encounter challenges in delivering satisfactory returns from its assets.
Debt Management: Advanced Micro Devices's debt-to-equity ratio is below the industry average at 0.08, reflecting a lower dependency on debt financing and a more conservative financial approach.
<h2>Understanding the Relevance of Analyst Ratings</h2>
Analysts are specialists within banking and financial systems that typically report for specific stocks or within defined sectors. These people research company financial statements, sit in conference calls and meetings, and speak with relevant insiders to determine what are known as analyst ratings for stocks. Typically, analysts will rate each stock once a quarter. 
Some analysts publish their predictions for metrics such as growth estimates, earnings, and revenue to provide additional guidance with their ratings. When using analyst ratings, it is important to keep in mind that stock and sector analysts are also human and are only offering their opinions to investors.
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This article was generated by Benzinga's automated content engine and reviewed by an editor.

Analyst Ratings

Demystifying Advanced Micro Devices: Insights From 33 Analyst Reviews

Mizuho analyst Vijay Rakesh maintains Advanced Micro Devices (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) with a Outperform and raises the price target from $135 to $152.

Price Target

Mizuho Maintains Outperform on Advanced Micro Devices, Raises Price Target to $152

Qualcomm Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>) has underperformed the PHLX Semiconductor Index year-to-date, with returns of approximately 6% for QCOM <a href="https://www.benzinga.com/topic/chip-stocks">compared to the index&#8217;s</a> roughly 13%.
The divergence is starker over three months, where Qualcomm&#8217;s ~6% gains pale against the index&#8217;s 30% AI-driven rally, even with U.S.-China tech restrictions.
The gap is evident when looking at its peers in the GPU and custom chip space, Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) generated ~43% returns, Broadcom Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>) a robust 57%, Advanced Micro Devices, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) 35%, and Marvell Technology, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) ~18%.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/05/45624771/qualcomm-eyes-alphawave-to-power-ai-and-data-center-growth-analyst-sees-strategic-fit" rel="noreferrer noopener">Qualcomm Eyes Alphawave To Power AI And Data Center Growth, Analyst Sees Strategic Fit</a>
Given this performance disparity, it&#8217;s crucial to assess Qualcomm&#8217;s current difficulties and its strategies for improvement.
Qualcomm&#8217;s core business spans chipsets, software, and products for mobile, automotive, and IoT. A notable impact on Qualcomm&#8217;s revenue stemmed <a href="https://www.benzinga.com/25/02/43519066/qualcomm-rides-ai-wave-to-record-quarter-but-q2-guidance-dampens-investors-dragging-the-stock-down">from the slowdown in</a> Apple Inc.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) shipments, as Apple previously relied on Qualcomm for <a href="https://www.benzinga.com/etfs/specialty-etfs/25/02/43888012/apples-in-house-modem-chip-sparks-qualcomm-concerns-3-etfs-with-key-exposure">modem chips</a> that connect iPhones to wireless networks. 
This gradual transition by Apple to its <a href="https://www.benzinga.com/markets/25/05/45490266/qualcomm-re-enters-data-center-cpu-market-taps-nvidia-tech-to-power-ai-ambitions">in-house chips</a> has, in turn, spurred Qualcomm to strategically re-enter the data center CPU market, a segment currently dominated by AMD and Intel Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>). 
Looking ahead, Qualcomm has set an ambitious goal to generate $22 billion in non-handset revenue by 2029, with AI identified as a pivotal driver for this expansion.
Central to this strategy is a planned integration of Nvidia technology into future chips to optimize GPU communication for its AI data center offerings. 
Following a prior pause on an Arm-based CPU project with Meta Platforms, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>), Qualcomm has revived its data center CPU initiatives and re-engaged in discussions. Additionally, a strategic partnership with Saudi AI firm Humain is underway to co-develop a custom data center CPU.
Beyond AI, Qualcomm sees substantial growth in the <a href="https://www.benzinga.com/markets/tech/25/07/46217099/autonomous-vehicles-best-stocks">autonomous vehicle market</a>. Bank of America analyst Martyn Briggs highlights this sector&#8217;s potential, likening its current trajectory to the &#8220;ChatGPT moment&#8221; in AI.
Despite its stock underperformance, Qualcomm demonstrated <a href="https://www.benzinga.com/25/05/45150491/qualcomm-stock-drops-after-analysts-lower-price-targets-despite-strong-demand-from-apple-and-samsung">solid operational results</a>, exceeding second-quarter expectations with $10.84 billion in revenue and $2.85 EPS. This was driven by robust performance across its Handsets, IoT, and Automotive segments. 
Notably, Qualcomm CDMA Technologies (QCT) revenue surged 18% year-over-year, boosted by Snapdragon adoption, AI-enabled IoT solutions, and a 59% growth in Automotive from new global OEM contracts.
Looking ahead, analysts project QCT to expand approximately 12% year-over-year in the third quarter, with IoT and Automotive forecasted to see 15% and 20% growth, respectively. 
Qualcomm&#8217;s China business remains resilient, underpinned by premium Android subsidies and consistent design wins.
For the June quarter, revenue guidance stands at $9.9 billion-$10.7 billion, with EPS projected at $2.60-$2.80. The launch of Samsung&#8217;s (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>) Snapdragon-based foldables could provide an additional boost to handset sales.
Analyst sentiment reflects cautious optimism, with a <a href="https://www.benzinga.com/quote/QCOM/analyst-ratings">consensus price forecast</a> of $186.71 based on 32 analyst ratings. Price forecasts range from a high of $270 (Tigress Financial, June 21, 2024) to a low of $140 (Wells Fargo, May 1, 2025). The average forecast of $170.67 suggests a potential 5.16% upside for Qualcomm from current levels.
Qualcomm is actively transforming its business beyond smartphones to overcome its stock underperformance against the semiconductor index and rivals. By focusing on high-growth areas like AI data center CPUs (including partnerships with Nvidia and renewed Meta discussions) and autonomous vehicles, and aiming for $22 billion in non-handset revenue by 2029, Qualcomm seeks to diversify. Despite a lagging stock, strong second-quarter results and analyst price forecasts suggest potential upside as its strategic pivot unfolds.
Price Action: Qualcomm stock is trading higher by 0.38% to $162.95 premarket at last check Thursday.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/tech/25/06/45878443/qualcomm-taps-vietnam-for-next-gen-ai-push-joining-apple-and-nvidia-in-supply-chain-shakeup" target="_blank" rel="noreferrer noopener">Qualcomm Taps Vietnam For Next-Gen AI Push, Joining Apple And Nvidia In Supply Chain Shakeup</a></li>
</ul>
Photo via Shutterstock

Movers

MRVL

SSNLF

Why Qualcomm's Stock Isn't Soaring Like Its Rivals

Chipmakers are likely to benefit from the &#8216;One Big Beautiful Bill Act&#8217; passed by the Senate on Tuesday, as they will be eligible for an investment tax credit that can incentivize the semiconductor business.
What Happened: According to the provisions of the tax cut bill proposed by President Donald Trump, the Big Beautiful Bill aims to temporarily increase an investment tax credit for semiconductor manufacturers till the end of 2026.
It would raise the tax credit to 30% of investments in manufacturing facilities, from the current 25%, providing stronger incentives for companies to expand domestic production.
Trump was initially critical of the Chips and Science Act, which granted awards worth $32.5417 billion and provided loans up to $5.85 billion to 32 companies, as per the <a href="https://www.semiconductors.org/chip-supply-chain-investments/">Semiconductor Industry Association</a>.
However, Trump set up a new entity, the <a href="https://www.benzinga.com/government/regulations/25/04/44584283/days-after-calling-the-chips-act-a-horrible-thing-donald-trump-sets-up-new-entity-for-negotiating-much-better-deals-heres-more">United States Investment Accelerator</a>, within the Commerce Department, which now oversees the CHIPS Act program, as established by an executive order signed by him. 
The Big Beautiful Bill has now gone back to the House after<a href="https://www.benzinga.com/news/politics/25/07/46211326/one-big-beautiful-bill-passes-senate-with-jd-vances-tie-breaking-vote-trump-says-its-going-to-go-very-nicely-in-the-house"> narrowly passing in the Senate</a>, before the President could finally sign it to make it into a law. 
These are the top chipmakers and the existing beneficiaries of the Chips Act that will benefit from this investment tax credit mentioned within the tax cut bill.
<figure class="wp-block-table is-style-stripes"> 
<table class="has-fixed-layout">
<tbody>
<tr>
<td>Company Stocks</td>
<td>YTD Performance</td>
<td>One-Year Performance</td>
</tr>
<tr>
<td>Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)</td>
<td>13.69%</td>
<td>22.58%</td>
</tr>
<tr>
<td>Broadcom Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>)</td>
<td>16.35%</td>
<td>56.08%</td>
</tr>
<tr>
<td>Intel Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>)</td>
<td>8.21%</td>
<td>-29.94%</td>
</tr>
<tr>
<td>Qualcomm Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>)</td>
<td>5.65%</td>
<td>-20.36%</td>
</tr>
<tr>
<td>Advanced Micro Devices Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>)</td>
<td>14.83%</td>
<td>-15.49%</td>
</tr>
<tr>
<td>Applied Materials Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMAT#NASDAQ">AMAT</a>)</td>
<td>15.95%</td>
<td>-21.91%</td>
</tr>
<tr>
<td>Taiwan Semiconductor Mfg. Co. Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>)</td>
<td>2.35%</td>
<td>11.34%</td>
</tr>
<tr>
<td>Intel Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>)</td>
<td>8.21%</td>
<td>-29.94%</td>
</tr>
<tr>
<td>Texas Instruments Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TXN#NASDAQ">TXN</a>)</td>
<td>15.32%</td>
<td>8.37%</td>
</tr>
<tr>
<td>Micron Technology Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>)</td>
<td>39.40%</td>
<td>-11.02%</td>
</tr>
<tr>
<td>Microchip Technology Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MCHP#NASDAQ">MCHP</a>)</td>
<td>28.62%</td>
<td>-21.82%</td>
</tr>
<tr>
<td>Analog Devices Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ADI#NASDAQ">ADI</a>)</td>
<td>15.99%</td>
<td>6.58%</td>
</tr>
<tr>
<td>Coherent Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COHR#NYSE">COHR</a>)</td>
<td>-12.16%</td>
<td>19.63%</td>
</tr>
<tr>
<td>Corning Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GLW#NYSE">GLW</a>)</td>
<td>12.87%</td>
<td>37.22%</td>
</tr>
<tr>
<td>Entegris Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ENTG#NASDAQ">ENTG</a>)</td>
<td>-11.08%</td>
<td>-38.54%</td>
</tr>
<tr>
<td>Globalfoundries Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GFS#NASDAQ">GFS</a>)</td>
<td>-6.90%</td>
<td>-22.05%</td>
</tr>
</tbody>
</table>
</figure>
See Also: <a href="https://www.benzinga.com/markets/equities/25/07/46188237/bill-gates-is-betting-two-thirds-of-his-foundations-portfolio-in-these-3-stocks">Bill Gates Is Betting Two-Thirds Of His Foundation&#8217;s Portfolio In These 3 Stocks</a>
Why It Matters: On March 4, during his joint address to Congress, Trump said, "Your Chips Act is a horrible, horrible thing."
He also urged U.S. House Speaker Mike Johnson to "get rid" of it and use "whatever is left over" to "reduce debt or any other reason you want to."
However, the Trump administration has skipped repealing the act with the Investment Accelerator entity and even managed to get the semiconductor firms to invest in the U.S. over and above the Chips Act this year.
In early March, Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) revealed its plans to inject $100 billion into U.S. advanced semiconductor manufacturing, significantly expanding its ongoing $65 billion Arizona initiative under the Chips Act and bringing total investment to $165 billion.
Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) has <a href="https://www.benzinga.com/tech/25/02/43910982/apple-commits-500-billion-in-us-investment-for-ai-push-boost-us-manufacturing-tech">committed over $500 billion</a> to U.S. investments, focusing on AI, silicon engineering, and expanding advanced manufacturing. 
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, edged higher on Wednesday. The SPY was up 0.45% at $620.45, while the QQQ advanced 0.70% to $550.80, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a> data.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/equities/25/07/46216283/dan-ives-urges-apple-to-make-a-move-saying-that-perplexity-acquisition-is-a-no-brainer-its-a-matter-of-when-and-not-if">Dan Ives Urges Apple &#8216;To Make A Move,&#8217; Saying That Perplexity Acquisition Is &#8216;A No-Brainer&#8217;: &#8216;It&#8217;s A Matter Of When And Not If&#8217;</a></li>
</ul>
Photo courtesy: Shutterstock

Nvidia, Intel, Broadcom, Micron, AMD And Other Chipmakers Stand To Benefit As Trump's Tax Bill Increases Incentives To Make Semiconductors In US

Each trading day features hundreds of headlines and press releases on Benzinga Pro, a source for traders to see the latest news on the overall market<a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0702" target="_blank" rel="noreferrer noopener">&nbsp;and individual tickers.</a>
The 2025 year is half over with July now here, which is likely hard for many to believe. Here is a look at the most searched stocks on Benzinga Pro for the first half of 2025. Current prices and year-to-date performance are based on June 30 market close prices and do not include dividends.
1. SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>)
<ul class="wp-block-list">
<li>Current Price: $617.85</li>
<li>52-Week Range: $481.81 to $619.22</li>
<li>Year-to-Date Return: +5.7%</li>
<li><a href="https://www.benzinga.com/trading-ideas/25/01/42802731/exclusive-top-20-most-searched-tickers-on-benzinga-pro-in-2024-where-do-tesla-nvidia-gamestop-trump-media-stocks-rank">2024 Benzinga Pro Search Rank</a>: 3rd</li>
<li><a href="https://www.benzinga.com/trading-ideas/25/05/45171636/exclusive-aprils-20-most-searched-tickers-on-benzinga-pro-where-do-tesla-apple-palantir-nvidia-stocks-rank">April</a>/<a href="https://www.benzinga.com/trading-ideas/long-ideas/25/06/45750724/exclusive-mays-20-most-searched-tickers-on-benzinga-pro-where-do-apple-palantir-coreweave-nvidia-rank">May</a>/<a href="https://www.benzinga.com/trading-ideas/long-ideas/25/07/46205646/exclusive-june-20-most-searched-tickers-on-benzinga-pro-where-do-coreweave-nvidia-apple-stock-rank">June </a>2025 Search Rank: 1st/1st/1st</li>
</ul>
2. Tesla Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>)
<ul class="wp-block-list">
<li>Current Price: $317.66</li>
<li>52-Week Range: $182 to $488.54</li>
<li>Year-to-Date Return: -16.3%</li>
<li>2024 Benzinga Pro Search Rank: 2nd &nbsp;</li>
<li>April/May/June 2025 Search Rank: 3rd/4th/2nd</li>
</ul>
3. NVIDIA Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)
<ul class="wp-block-list">
<li>Current Price: $157.99</li>
<li>52-Week Range: $86.63 to $158.71</li>
<li>Year-to-Date Return: +14.2%</li>
<li>2024 Benzinga Pro Search Rank: 1st</li>
<li>April/May/June 2025 Search Rank: 2nd/2nd/3rd</li>
</ul>
4. Palantir Technologies (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>)
<ul class="wp-block-list">
<li>Current Price: $136.32</li>
<li>52-Week Range: $21.23 to $148.22</li>
<li>Year-to-Date Return: +81.3%</li>
<li>2024 Benzinga Pro Search Rank: 7th</li>
<li>April/May/June 2025 Search Rank: 7th/3rd/4th</li>
</ul>
5. Hims &amp; Hers Health Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HIMS#NYSE">HIMS</a>)
<ul class="wp-block-list">
<li>Current Price: $49.85</li>
<li>52-Week Range: $13.47 to $72.98</li>
<li>Year-to-Date Return: +97.8%</li>
<li>2024 Benzinga Pro Search Rank: Not in Top 20</li>
<li>April/May/June 2025 Search Rank: 8th/9th/8th</li>
</ul>
6. UnitedHealth Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNH#NYSE">UNH</a>)
<ul class="wp-block-list">
<li>Current Price: $311.97</li>
<li>52-Week Range: 248.88 to $630.73</li>
<li>Year-to-Date Return: -38.2%</li>
<li>2024 Benzinga Pro Search Rank: Not in Top 20</li>
<li>April/May/June 2025 Search Rank: Not in Top 20/5th/Not in Top 20</li>
</ul>
7. CoreWeave Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>)
<ul class="wp-block-list">
<li>Current Price: $163.06</li>
<li>52-Week Range: $33.52 to $187</li>
<li>Year-to-Date Return: +307.8%</li>
<li>2024 Benzinga Pro Search Rank: Not Public</li>
<li>April/May/June 2025 Search Rank: Not in Top 20/11th/6th</li>
</ul>
8. Super Micro Computer Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>)
<ul class="wp-block-list">
<li>Current Price: $49.01</li>
<li>52-Week Range: $17.25 to $96.33</li>
<li>Year-to-Date Return: +63.1%</li>
<li>2024 Benzinga Pro Search Rank: 4th</li>
<li>April/May/June 2025 Search Rank: 9th/Not in Top 20/Not in Top 20</li>
</ul>
9. Advanced Micro Devices (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>)
<ul class="wp-block-list">
<li>Current Price: $141.90</li>
<li>52-Week Range: $76.48 to $187.28</li>
<li>Year-to-Date Return: +17.6%</li>
<li>2024 Benzinga Pro Search Rank: 6th</li>
<li>April/May/June 2025 Search Rank: 18th/14th/9th</li>
</ul>
10. Oklo Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OKLO#NYSE">OKLO</a>)
<ul class="wp-block-list">
<li>Current Price: $55.99</li>
<li>52-Week Range: $5.35 to $73.55</li>
<li>Year-to-Date Return: +156.3%</li>
<li>2024 Benzinga Pro Search Rank: Not in Top 20</li>
<li>April/May/June 2025 Search Rank: Not in Top 20/12th/10th</li>
</ul>
Read Also: <a href="https://www.benzinga.com/trading-ideas/long-ideas/25/07/46198021/nvidia-vs-microsoft-vs-apple-which-stock-reaches-4-trillion-first">Nvidia Vs. Microsoft Vs. Apple: Which Stock Reaches $4 Trillion First?</a>
Honorable Mentions:&nbsp;The following stocks were the 11th&nbsp;to 20th&nbsp;most-searched tickers on&nbsp;<a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent030425&amp;t=be2bearmibe3na1" target="_blank" rel="noreferrer noopener">Benzinga Pro</a>&nbsp;for the first six months of 2025.
11. Invesco QQQ Trust (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>)
12. Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>)
13. Amazon.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>)
14. Coinbase Global (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COIN#NASDAQ">COIN</a>)
15. Meta Platforms Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>)
16. SharpLink Gaming (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SBET#NASDAQ">SBET</a>)
17. D-Wave Quantum (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/QBTS#NYSE">QBTS</a>)
18. Asset Entities (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASST#NASDAQ">ASST</a>)
19. Circle Internet Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRCL#NYSE">CRCL</a>)
20. Pony AI (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PONY#NASDAQ">PONY</a>)
Why It's Important: The top 10 list for the first six months of 2025 looked similar to the month of June, with eight of the companies the same.
UnitedHealth Group, which has appeared in only one top 20 over the past three months, ranked sixth thanks to the strong interest in the ticker at the start of the year.
Super Micro Computer similarly ranked eighth for the first half of 2025 despite only a ninth place rank in April and not being in the top 20 in May or June. The stock was particularly popular during the first three months of the year.
If the top 10 holds steady for the rest of the year, the top three stocks would match the 2024 year, but in a different order. In 2024, it was Nvidia ranked first, followed by Tesla and the SPDR S&amp;P 500 ETF Trust. The three stocks now rank in opposite order through the first six months of the year.
Outside of the top 10 there weren't many huge surprises with themes such as cryptocurrency, AI and quantum computing being strong in the first six months of 2025.
Apple ended the first half of the year ranked 12th, despite previously ranking in the top 10 in several months to start the year. Other Mag 7 stocks such as Amazon and Meta also ranked in the 11 to 20. Alphabet ranked just outside of the top 20 for the first half of the year at 22nd place. Nowhere to be found in the top 25 was Microsoft, a member of the Mag 7 and the second most valuable company in the world.
Stay tuned <a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0702" target="_blank" rel="noreferrer noopener">to Benzinga Pro </a>for more market-moving news and to track the top tickers.
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/large-cap/25/07/46200141/dow-jones-2025-first-half-scoreboard-top-10-winners-losers-where-do-nvidia-apple-stock-rank">Dow Jones 2025 First Half Scoreboard: Top 10 Winners, Losers — Where Do Nvidia, Apple Stock Rank?</a></li>
</ul>

Exclusives

ASST

COIN

CRCL

CRWV

Hims & Hers Health, Inc. Class A Common Stock

HIMS

OKLO

PLTR

PONY

QBTS

SBET

SMCI

TSLA

EXCLUSIVE: 2025's First Half Most-Searched Tickers On Benzinga Pro — Where Do Nvidia, Tesla, Apple Stock Rank?

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders will search for circumstances when the market estimation of an option diverges heavily from its normal worth. High amounts of trading activity could push option prices to exaggerated or underestimated levels. 
Here's the list of options activity happening in today's session: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>MSTR</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>07/11/25</td>
<td>$225.00</td>
<td>$63.0K</td>
<td>1.3K</td>
<td>18.9K</td>
</tr>
<tr>
<td>MSFT</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>07/03/25</td>
<td>$492.50</td>
<td>$29.9K</td>
<td>2.0K</td>
<td>6.8K</td>
</tr>
<tr>
<td>AVGO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>07/11/25</td>
<td>$270.00</td>
<td>$60.5K</td>
<td>1.8K</td>
<td>2.9K</td>
</tr>
<tr>
<td>ORCL</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$220.00</td>
<td>$161.4K</td>
<td>8.7K</td>
<td>1.4K</td>
</tr>
<tr>
<td>TEAM</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>07/11/25</td>
<td>$220.00</td>
<td>$84.0K</td>
<td>55</td>
<td>1.2K</td>
</tr>
<tr>
<td>CRWV</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>08/01/25</td>
<td>$157.50</td>
<td>$65.2K</td>
<td>63</td>
<td>1.1K</td>
</tr>
<tr>
<td>INTC</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>10/17/25</td>
<td>$22.00</td>
<td>$71.4K</td>
<td>5.8K</td>
<td>1.0K</td>
</tr>
<tr>
<td>CORZ</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$18.00</td>
<td>$40.4K</td>
<td>14.7K</td>
<td>712</td>
</tr>
<tr>
<td>AMD</td>
<td>PUT</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>08/15/25</td>
<td>$135.00</td>
<td>$58.4K</td>
<td>4.4K</td>
<td>571</td>
</tr>
<tr>
<td>FSLR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>07/11/25</td>
<td>$185.00</td>
<td>$150.0K</td>
<td>1.6K</td>
<td>521</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• For MSTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>), we notice a put option trade that happens to be bearish, expiring in 9 day(s) on July 11, 2025. This event was a transfer of 3000 contract(s) at a $225.00 strike. The total cost received by the writing party (or parties) was $63.0K, with a price of $21.0 per contract. There were 1304 open contracts at this strike prior to today, and today 18902 contract(s) were bought and sold. 
• For MSFT (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), we notice a call option trade that happens to be bullish, expiring in 1 day(s) on July 3, 2025. This event was a transfer of 265 contract(s) at a $492.50 strike. The total cost received by the writing party (or parties) was $29.9K, with a price of $113.0 per contract. There were 2065 open contracts at this strike prior to today, and today 6811 contract(s) were bought and sold. 
• For AVGO (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), we notice a call option sweep that happens to be neutral, expiring in 9 day(s) on July 11, 2025. This event was a transfer of 100 contract(s) at a $270.00 strike. This particular call needed to be split into 9 different trades to become filled. The total cost received by the writing party (or parties) was $60.5K, with a price of $605.0 per contract. There were 1841 open contracts at this strike prior to today, and today 2902 contract(s) were bought and sold. 
• For ORCL (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>), we notice a call option trade that happens to be bearish, expiring in 44 day(s) on August 15, 2025. This event was a transfer of 120 contract(s) at a $220.00 strike. The total cost received by the writing party (or parties) was $161.4K, with a price of $1345.0 per contract. There were 8729 open contracts at this strike prior to today, and today 1401 contract(s) were bought and sold. 
• Regarding TEAM (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TEAM#NASDAQ">TEAM</a>), we observe a call option trade with bearish sentiment. It expires in 9 day(s) on July 11, 2025. Parties traded 1200 contract(s) at a $220.00 strike. The total cost received by the writing party (or parties) was $84.0K, with a price of $70.0 per contract. There were 55 open contracts at this strike prior to today, and today 1200 contract(s) were bought and sold. 
• For CRWV (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>), we notice a put option trade that happens to be bearish, expiring in 30 day(s) on August 1, 2025. This event was a transfer of 25 contract(s) at a $157.50 strike. The total cost received by the writing party (or parties) was $65.2K, with a price of $2610.0 per contract. There were 63 open contracts at this strike prior to today, and today 1133 contract(s) were bought and sold. 
• Regarding INTC (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), we observe a call option trade with bearish sentiment. It expires in 107 day(s) on October 17, 2025. Parties traded 300 contract(s) at a $22.00 strike. The total cost received by the writing party (or parties) was $71.4K, with a price of $238.0 per contract. There were 5858 open contracts at this strike prior to today, and today 1054 contract(s) were bought and sold. 
• For CORZ (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CORZ#NASDAQ">CORZ</a>), we notice a call option sweep that happens to be bullish, expiring in 44 day(s) on August 15, 2025. This event was a transfer of 200 contract(s) at a $18.00 strike. This particular call needed to be split into 7 different trades to become filled. The total cost received by the writing party (or parties) was $40.4K, with a price of $202.0 per contract. There were 14760 open contracts at this strike prior to today, and today 712 contract(s) were bought and sold. 
• Regarding AMD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), we observe a put option sweep with neutral sentiment. It expires in 44 day(s) on August 15, 2025. Parties traded 86 contract(s) at a $135.00 strike. This particular put needed to be split into 9 different trades to become filled. The total cost received by the writing party (or parties) was $58.4K, with a price of $680.0 per contract. There were 4483 open contracts at this strike prior to today, and today 571 contract(s) were bought and sold. 
• Regarding FSLR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FSLR#NASDAQ">FSLR</a>), we observe a call option sweep with bullish sentiment. It expires in 9 day(s) on July 11, 2025. Parties traded 410 contract(s) at a $185.00 strike. This particular call needed to be split into 21 different trades to become filled. The total cost received by the writing party (or parties) was $150.0K, with a price of $360.0 per contract. There were 1664 open contracts at this strike prior to today, and today 521 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more about unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Options

Core Scientific, Inc. - Class A Common Stock

CORZ

FSLR

MSTR

ORCL

TEAM

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

The S&amp;P 500 finally reached new <a href="https://www.benzinga.com/content/46195977/s-amp-p-500-all-time-highs-5-catalysts-driving-it-higher">all-time highs this week</a>, surpassing the level last seen in February, and investors have plenty of confidence as they move into the summer.
While several factors influenced the April drawdown and subsequent recovery, the market's continued strength has been bolstered by strong corporate earnings in the first quarter. This month, we will begin to see earnings figures for the second quarter. Whether those numbers can match those from Q1 could make or break this rally.
Today, we&#8217;re examining five stocks that not only reported impressive Q1 results but also increased their guidance for Q2, indicating they anticipate earnings to remain strong. These are the most likely stocks to keep rallying through earnings season.
<h2 class="wp-block-heading">July 4th Sale: Save Up To $1,200 On Benzinga Pro</h2>
Your current setup is costing you money, whether it's free or expensive &#8211; scattered tools mean missed opportunities. Consolidate everything into one powerful platform that actually works together. Stop missing opportunities by signing up <a href="https://www.benzinga.com/pro/register/4th-of-july-sale/?utm_campaign=bzpro-4th&amp;el=ResearchDaily&amp;he={{email}}&amp;adt_ei={{email}}&amp;utm_adType=SponsorAd&amp;utm_ad=RD070325">HERE</a> (60% off) for Benzinga Pro.
Let&#8217;s take a look.
<h2 class="wp-block-heading">Advanced Micro Devices Inc.</h2>
AMD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) reported earnings for Q1 2025 on May 6 and <a href="https://www.benzinga.com/news/earnings/25/05/45237261/amd-q1-earnings-revenue-eps-beat-driven-by-expanding-data-center-ai-momentum-chipmaker-expects-strong-growth-in-2025">smashed expectations</a> on its way to a record quarter. Q1 revenue came in at $7.44 billion, beating the expected $7.1 billion easily and demonstrating year-over-year (YOY) growth of over 35%. The $0.96 EPS figure also beat expectations by $0.03. The data center segment saw the most considerable expansion, growing 57% YOY. AMD also raised the top end of its Q2 guidance estimates to $7.7 billion, placing Q2 revenue within a range of $7.1 billion to $7.7 billion. The consensus expectation for AMD Q2 revenue is currently $7.2 billion.
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdTkx5tJDC7V4T-WKi5s-ivhAKAUQNs5owa1H1_P-Ge2bdNzLniA8ufPuYW-xUOLmCN9fW2PtfrkObalnzpkgdjpGAtf3qPzGfC2kA6l4rC_2Wjv6_mtBMWgXECbVbFJEzWPXYYIA?key=KtpbnfHc1ARgt0j7Ibfv-Q" alt="" /></figure>
June saw a flurry of price target bumps from analysts covering AMD shares, including a June 23 double upgrade from Hold to Strong Buy from Melius Research (along with a price target bump from $110 to $175). The earnings beat, guidance raise and analyst upgrades have contributed to the stock's resurgence as shares finally broke above the 50-day and 200-day moving averages. The MACD confirms the bullish action, so AMD now has fundamental and technical tailwinds at its back as we prepare for Q2 earnings season. If AI capital expenditure (CapEx) spending continues to grow, AMD could be one of the biggest winners in the second half of 2025 and beyond.
<h2 class="wp-block-heading">Ulta Beauty Inc.</h2>
ULTA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ULTA#NASDAQ">ULTA</a>) <a href="https://www.benzinga.com/trading-ideas/movers/25/05/45695903/ulta-stock-is-rising-friday-whats-going-on">reported</a> earnings on the last day of May, and its numbers were impressive, especially for a company bracing for impact from tariffs. The company blew away both EPS and revenue projections, beating EPS estimates by $0.97 ($6.70 EPS reported vs. $5.73 expected). Quarterly revenue grew 4.5% YOY, led by a stunning increase in comp sales that far exceeded Wall Street estimates. ULTA reported Q1 comp sales growth of 2.9%, while the Street had expected a minute 0.2%. The company also raised the top of its full-year 2025 guidance estimates to $11.7 billion in total sales, with EPS ranging from $22.65 to $23.20, up from $22.50 to $22.90.
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfh3BQ8jE0LcrqhjrnsJiIIOheaXC_AfwEpLc9zTaPsqGzh4rPx_l4jURP5yi8JbHq3fDxVo62Ihed9dLh_lWIZ4_NBEDrCn4vl4Rlje9hMbLK8aN6rVvKA1t2PEQek5NtR1n6y?key=KtpbnfHc1ARgt0j7Ibfv-Q" alt="" /></figure>
Following the optimistic report and guidance raise, the stock rallied fiercely, jumping 11% in the session following the earnings release. A bullish technical signal materialized as well: the Golden Cross, where the stock's 50-day MA rises above the 200-day MA. A Golden Cross signifies renewed interest from technical traders, and combined with the earnings tailwinds, gives ULTA a strong bull case going forward.
<h2 class="wp-block-heading">Adobe Inc.&nbsp;</h2>
The progenitor of the PDF, Adobe (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ADBE#NASDAQ">ADBE</a>), also posted strong earnings for Q1. On June 12, the company announced $5.06 EPS (beating the $4.97 estimate) and revenue of $5.87 billion, which represented YOY growth north of 10%. Despite the sales growth, the stock remains somewhat undervalued compared to its high-flying tech peers, trading at 23 times forward earnings with a Price-to-Earnings (PEG) growth rate of 1.83. The average P/E ratio for the tech sector remains elevated above 35 for comparison.
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfS8eEU2RDjkLfs-XTHs4FCVjjPPSa7L8TRN_rbIDxohzu2qNRJ6Kc-i48pz6plERDte3oZEHCv8PVo-nYRynG0FiotshWTcruv9FDRpdeqpowScRSfnd6ifuJtGpagX6jg47xiLg?key=KtpbnfHc1ARgt0j7Ibfv-Q" alt="" /></figure>
Adobe kept its full-year 2025 revenue estimates unchanged during the Q1 report, but upped EPS projections from $20.36 to a range of $20.50 to $20.70. The market's reaction to the June 12 <a href="https://www.benzinga.com/trading-ideas/movers/25/06/45915038/adobe-q2-earnings-revenue-beat-eps-beat-raised-fy-guidance-continued-investments-in-ai-innovation">earnings report</a> was muted, but that could be because the downtrend had already broken in the previous month. ADBE shares finally broke above a resistance level that had been locking the price down since late December, and now that the RSI has drifted under 70 again, a new entry point could be on the horizon.
<h2 class="wp-block-heading">Amer Sports Inc.&nbsp;</h2>
Unlike competitors like Lululemon, Amer Sports (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AS#NYSE">AS</a>) has thrived despite worrisome tariff troubles. The Salomon and Arc'teryx manufacturer posted earnings on May 20 and <a href="https://www.benzinga.com/25/05/45516942/amer-sports-crushes-q1-estimates-thanks-to-arcteryx-and-salomon-expects-tariff-impact-to-be-negligible">absolutely scorched</a> the market's expectations, especially in terms of EPS ($0.27 per share reported vs. $0.12 expected). The company's quarterly revenue of $1.47 billion also represented growth of more than 24% from the same period last year.
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXd_Cy_Pr43IlcdH82fLa3SOK4k2aDrCvg3rqtIZBZ5zMLavNy8oXfvWF4em7xssnNtYoqv8gVhZJAEJ3sS8GmX7EXANoFzWq5OQ1dftLK9Tc_8ocgjp_EcAG5Hxbms_5HZ3Sc7RPg?key=KtpbnfHc1ARgt0j7Ibfv-Q" alt="" /></figure>
Amer Sports raised guidance on both full-year EPS and revenue projections, delighting the market and quelling fears in an industry that's been unequally punished by tariffs. The stock made new all-time highs earlier this month, with the uptrend strengthening thanks to increasing volume and bullish action on the moving averages. Don't sleep on this up-and-coming sports apparel machine.
<h2 class="wp-block-heading">Jabil Inc.&nbsp;</h2>
Jabil (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JBL#NYSE">JBL</a>) is an AI play that has been gaining steam this year, thanks to (you guessed it) earnings growth backed by strong technical trends. During the company's fiscal Q3 2025 <a href="https://www.benzinga.com/news/25/06/45976313/jabil-posts-upbeat-earnings-joins-verve-therapeutics-john-wiley-sons-and-other-big-stocks-moving-higher-on-tuesday">earnings release</a> on June 17, CFO Greg Hebard reported net revenue of $7.8 billion, beating not just analyst expectations but the company's internal projections by more than $800 million. EPS also came in 35% higher YOY at $2.55 per share. Full-year 2025 revenue guidance was raised to $29 billion, and the high-end EPS range was boosted to $9.33. The free cash flow position also continues to improve, as the company banked $326 million in Q3 and now expects to hold a $1.2 billion cash pile by the end of 2025, while still completing its $1 billion stock buyback plan.
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXf1tUg-7AsUS1mfRYVk29mqePhJhY8Z_Xg3LEN3EJ9GTCAsjbPaovJw13XlbCn7pf8o_dlFQbplf0r2Dgz1GYQ1baSl02-1vUQr1Q4ATUJRubCJty0Zm1XgbMeNZDs03hmF-Qz5?key=KtpbnfHc1ARgt0j7Ibfv-Q" alt="" /></figure>
The company's second-half plans were applauded by investors, who sent the stock to new all-time highs earlier this month. The share price had already risen above the 50-day and 200-day MAs back in May and the uptrend continues to gain steam on solid fundamental data. The technical and fundamental tailwinds are supported by continued analyst backing, including Bank of America, which raised its JABL price target to an industry high of $245 on June 20.
Editorial content from our expert contributors is intended to be information for the general public and not individualized investment advice. Editors/contributors are presenting their individual opinions and strategies, which are neither expressly nor impliedly approved or endorsed by Benzinga.
Photo: Shutterstock

Opinion

ADBE

ULTA

5 Stocks Set To Crush Q2 Earnings

Investors with a lot of money to spend have taken a bullish stance on Advanced Micro Devices (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>).
And retail traders should know.
We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.
Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with AMD, it often means somebody knows something is about to happen.
So how do we know what these investors just did? 
Today, <a href="https://www.benzinga.com/pro/">Benzinga</a>'s options scanner spotted 29 uncommon options trades for Advanced Micro Devices.
This isn't normal.
The overall sentiment of these big-money traders is split between 58% bullish and 34%, bearish.
Out of all of the special options we uncovered, 7 are puts, for a total amount of $362,456, and 22 are calls, for a total amount of $1,732,372.
<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 $100.0 to $170.0 for Advanced Micro Devices over the last 3 months. 
<h3>Insights into Volume &amp; Open Interest</h3>
Looking at the volume and open interest is an insightful way to conduct due diligence on a stock.
This data can help you track the liquidity and interest for Advanced Micro Devices'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 Advanced Micro Devices's whale activity within a strike price range from $100.0 to $170.0 in the last 30 days. 
<h3>Advanced Micro Devices Call and Put Volume: 30-Day Overview</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1751468489_0.png" alt="Options Call Chart" />
<h3>Significant Options Trades Detected:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>AMD</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>12/18/26</td>
<td>$28.1</td>
<td>$28.0</td>
<td>$28.0</td>
<td>$150.00</td>
<td>$392.0K</td>
<td>2.3K</td>
<td>145</td>
</tr>
<tr>
<td>AMD</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>08/01/25</td>
<td>$2.12</td>
<td>$2.11</td>
<td>$2.12</td>
<td>$150.00</td>
<td>$127.6K</td>
<td>3.4K</td>
<td>699</td>
</tr>
<tr>
<td>AMD</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$9.0</td>
<td>$8.9</td>
<td>$9.0</td>
<td>$170.00</td>
<td>$125.1K</td>
<td>8.1K</td>
<td>190</td>
</tr>
<tr>
<td>AMD</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>07/25/25</td>
<td>$0.82</td>
<td>$0.81</td>
<td>$0.81</td>
<td>$155.00</td>
<td>$119.2K</td>
<td>1.1K</td>
<td>2.9K</td>
</tr>
<tr>
<td>AMD</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>07/25/25</td>
<td>$0.84</td>
<td>$0.82</td>
<td>$0.82</td>
<td>$155.00</td>
<td>$115.6K</td>
<td>1.1K</td>
<td>4.4K</td>
</tr>
</tbody>
</table>

<h3>About Advanced Micro Devices</h3>
Advanced Micro Devices designs a variety of digital semiconductors for markets such as PCs, gaming consoles, data centers, industrial, and automotive applications. AMD's traditional strength was in central processing units and graphics processing units used in PCs and data centers. Additionally, the firm supplies the chips found in prominent game consoles such as the Sony PlayStation and Microsoft Xbox. In 2022, the firm acquired field-programmable gate array leader Xilinx to diversify its business and augment its opportunities in key end markets such as data center and automotive.
After a thorough review of the options trading surrounding Advanced Micro Devices, we move to examine the company in more detail. This includes an assessment of its current market status and performance.
<h3>Present Market Standing of Advanced Micro Devices</h3>
<ul>
<li>With a volume of 12,545,947, the price of AMD is up 0.97% at $137.43. </li>
<li>RSI indicators hint that the underlying stock may be approaching overbought.</li>
<li>Next earnings are expected to be released in 27 days.</li>
</ul>
<h3>Expert Opinions on Advanced Micro Devices</h3>
5 market experts have recently issued ratings for this stock, with a consensus target price of $147.4.
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; In a positive move, an analyst from Melius Research has upgraded their rating to Buy and adjusted the price target to $175. 
&#x2A; An analyst from Stifel has revised its rating downward to Buy, adjusting the price target to $132. 
&#x2A; An analyst from Benchmark has revised its rating downward to Buy, adjusting the price target to $170. 
&#x2A; Consistent in their evaluation, an analyst from Citigroup keeps a Neutral rating on Advanced Micro Devices with a target price of $120. 
&#x2A; An analyst from Piper Sandler has revised its rating downward to Overweight, adjusting the price target to $140. 
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 Advanced Micro Devices with <a href="https://www.benzinga.com/pro/">Benzinga Pro</a> for real-time alerts.

Markets

Decoding Advanced Micro Devices's Options Activity: What's the Big Picture?

Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) <a target="_blank" href="https://www.benzinga.com/topic/tsmc" rel="noreferrer noopener">stock surged 14%</a> year-to-date, beating the market considerably despite Washington&#8217;s tariff policies and semiconductor sanctions cast a shadow over a sustained AI frenzy.
During the same period, the PHLX Semiconductor Index, of which Taiwan Semiconductor is also a constituent, generated 11% returns.
S&amp;P 500 and NASDAQ Composite Indexes generated approximately 5% returns during the period.
Also Read: <a target="_blank" href="https://www.benzinga.com//node/46172107" rel="noreferrer noopener">Taiwan Semiconductor&#8217;s Affiliate Fast-Tracks Singapore Plant Spurred By Geopolitics</a>
The key supplier of Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) has generated 32% returns in the last three months, compared to 29% for PHLX Semiconductor, 10% for the S&amp;P 500, and 16% for the Nasdaq Composite.
<h2 class="wp-block-heading">Risks</h2>
The Trump administration has also explored <a target="_blank" href="https://www.benzinga.com/markets/tech/25/06/46105742/nvidia-supplier-taiwan-semiconductor-wants-to-raise-10-billion-for-this-risk-it-cannot-control" rel="noreferrer noopener">plans to end</a> waivers for chipmakers to prevent the export of American technology to China.
Apart from the geopolitical risk, TSMC is also susceptible to currency risk due to high U.S. dollar exposure. The company&#8217;s overseas unit, Taiwan Semiconductor Global, faces a currency risk – the Taiwanese dollar is strengthening against the now volatile and weakening U.S. dollar.
TSMC Global Ltd. is preparing to raise $10 billion by issuing new shares to manage currency volatility and maintain capital flexibility. This marks the third such equity move since 2024, and it is the largest to date. The timing coincides with the recent appreciation of the Taiwan dollar.
TSMC&#8217;s CEO C. C. Wei informed shareholders this month that the stronger currency has reduced the firm&#8217;s operating margin by several percentage points.
<h2 class="wp-block-heading">Earnings and Market Share</h2>
In April, Taiwan Semiconductor reported <a target="_blank" href="https://www.benzinga.com/25/04/44857887/taiwan-semiconductor-q1-surges-41-in-sales-boosted-by-ai-chip-demand-expanded-margins" rel="noreferrer noopener">first-quarter net sales</a> of $25.53 billion (839.25 billion New Taiwanese Dollars), up 41.6% year-over-year, topping the analyst consensus estimate of $23.92 billion. However, the net sales declined&nbsp;3.4% Q/Q. In U.S. dollar terms, revenue growth was 35.3% Y/Y and down by 5.1% Q/Q.
Taiwan Semiconductor&#8217;s AI technology moat helped it expand its quarterly gross margins by 572 bps to 58.8%.
In March, Taiwan Semiconductor chief&nbsp;C.C. Wei&nbsp;announced&nbsp;an additional&nbsp;$100 billion&nbsp;investment&nbsp;in U.S. chipmaking (on top of the $65 billion announced in April 2024).
The chipmaker explored commercializing its&nbsp;advanced 2-nanometer process&nbsp;using gate-all-around (GAA) technology in the second half of 2025.
According to analyst Ming-Chi Kuo, Apple is <a target="_blank" href="https://www.benzinga.com/markets/tech/25/06/45953943/taiwan-semiconductor-eyes-rollout-of-2nm-advanced-tech-chips-this-year" rel="noreferrer noopener">expected to equip</a> its upcoming iPhone 18 lineup with Taiwan Semiconductor&#8217;s advanced 2nm A20 chip.
Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) and Advanced Micro Devices (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) have also selected Taiwan Semiconductor to manufacture chips using the same cutting-edge 2nm process.
Taiwan Semiconductor grew its market share to 67.6% in the first quarter of 2025 from 67.1% in the previous quarter, Focus Taiwan <a target="_blank" href="https://focustaiwan.tw/business/202506140017" rel="noreferrer noopener">cited</a> Trendforce. Samsung Electronics (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>) held a 7.7% global market share, down from 8.1% Q/Q.
The top 10 contract chipmakers reported $36.4 billion in sales in the first quarter, down ~5.4% Q/Q. They account for ~97% of the global total, up from 96% in the fourth quarter.
<h2 class="wp-block-heading">Analyst Opinion</h2>
Taiwan Semiconductor has a <a target="_blank" href="https://www.benzinga.com/quote/TSM/analyst-ratings" rel="noreferrer noopener">consensus price forecast</a> of $210.8 based on the ratings of 6 analysts. The high is $270, issued by Needham on July 1, 2025. With an average price forecast of $255 between Needham, Susquehanna, and Barclays, there&#8217;s an implied 12.90% upside for Taiwan Semiconductor from these most recent analyst ratings.
Last week, Cathie Wood-led Ark Invest <a target="_blank" href="https://www.benzinga.com/etfs/broad-u-s-equity-etfs/25/06/46066220/cathie-woods-ark-invest-cashes-out-109-million-out-of-circle-internet-stock-as-shares-spike-pivots-into-robinhood-and-these-chip-stocks" rel="noreferrer noopener">acquired 65,102 shares</a> of Taiwan Semiconductor.
Price Action:&nbsp;TSM stock traded higher by 0.33% at $225.43 premarket at the last check on Wednesday.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/tech/25/07/46195619/broadcom-outpaced-major-indexes-in-2025-what-went-down" target="_blank" rel="noreferrer noopener">Broadcom Outpaced Major Indexes In 2025 &#8211; What Went Down</a></li>
</ul>
Photo by wakamatsu via Shutterstock

Taiwan Semiconductor Outperforming The Market Shows Moat, But It Comes With Risk

<ul>
<li>TSLA</li>
<li>NVDA</li>
<li>GLD</li>
<li>GOOGL</li>
<li>UNH</li>
<li>BULL</li>
<li>ADP</li>
<li>HOOD</li>
<li>AAPL</li>
<li>AMD</li>
</ul>
Data from <a href="https://swaggystocks.com/dashboard/wallstreetbets/ticker-sentiment">https://swaggystocks.com/dashboard/wallstreetbets/ticker-sentiment</a>
&nbsp;

BULL

HOOD

Top 10 Trending Stocks On WallStreetBets As Of July 2, 2025 (Via Swaggy Stocks)

Each trading day features hundreds of headlines and press releases on Benzinga Pro, a source for traders to see the latest news on the overall market<a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0701" target="_blank" rel="noreferrer noopener">&nbsp;and individual tickers.</a>
Here is a look at the most searched stocks on Benzinga Pro for June 2025. Current prices and year-to-date performance are based on June 30 market close prices and do not include dividends.
1 SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>)
<ul class="wp-block-list">
<li>Current Price: $617.85</li>
<li>52-Week Range: $481.81 to $619.22</li>
<li>Year-to-Date Return: +5.7%</li>
<li><a href="https://www.benzinga.com/trading-ideas/25/01/42802731/exclusive-top-20-most-searched-tickers-on-benzinga-pro-in-2024-where-do-tesla-nvidia-gamestop-trump-media-stocks-rank">2024 Benzinga Pro </a>Search Rank: 3rd</li>
<li><a href="https://www.benzinga.com/trading-ideas/25/04/44597684/exclusive-marchs-20-most-searched-tickers-on-benzinga-pro-where-do-tesla-nvidia-apple-applovin-stock-rank">March</a>/<a href="https://www.benzinga.com/trading-ideas/25/05/45171636/exclusive-aprils-20-most-searched-tickers-on-benzinga-pro-where-do-tesla-apple-palantir-nvidia-stocks-rank">April</a>/<a href="https://www.benzinga.com/trading-ideas/long-ideas/25/06/45750724/exclusive-mays-20-most-searched-tickers-on-benzinga-pro-where-do-apple-palantir-coreweave-nvidia-rank">May 2025</a> Search Rank: 2nd/1st/2nd</li>
</ul>
2. Tesla Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>)
<ul class="wp-block-list">
<li>Current Price: $301.74</li>
<li>52-Week Range: $182 to $488.54</li>
<li>Year-to-Date Return: -25.24%</li>
<li>2024 Benzinga Pro Search Rank: 2nd &nbsp;</li>
<li>March/April/May 2025 Search Rank: 1st/3rd/4th</li>
</ul>
3. NVIDIA Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)
<ul class="wp-block-list">
<li>Current Price: $154.42</li>
<li>52-Week Range: $86.63 to $158.71</li>
<li>Year-to-Date Return: +14.2%</li>
<li>2024 Benzinga Pro Search Rank: 1st</li>
<li>March/April/May 2025 Search Rank: 3rd/2nd/2nd</li>
</ul>
4. Palantir Technologies Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>)
<ul class="wp-block-list">
<li>Current Price: $129.96</li>
<li>52-Week Range: $21.23 to $148.22</li>
<li>Year-to-Date Return: +71.94%</li>
<li>2024 Benzinga Pro Search Rank: 7th</li>
<li>March/April/May 2025 Search Rank: 6th/7th/3rd &nbsp;</li>
</ul>
5. Circle Internet Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRCL#NYSE">CRCL</a>)
<ul class="wp-block-list">
<li>Current Price: $185.76</li>
<li>52-Week Range: $64 to $298.99</li>
<li>Year-to-Date Return: +117.8%</li>
<li>2024 Benzinga Pro Search Rank: Not Public</li>
<li>March/April/May 2025 Search Rank: Not Public/Not Public/Not Public</li>
</ul>
6. CoreWeave Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>)
<ul class="wp-block-list">
<li>Current Price: $157.53</li>
<li>52-Week Range: $33.52 to $187</li>
<li>Year-to-Date Return: +123.19%</li>
<li>2024 Benzinga Pro Search Rank: Not Public</li>
<li>March/April/May 2025 Search Rank: Not in Top 20/Not in Top 20/11th</li>
</ul>
7. Applied Digital Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APLD#NASDAQ">APLD</a>)
<ul class="wp-block-list">
<li>Current Price: $10.07</li>
<li>52-Week Range: $3.01 to $15.42</li>
<li>Year-to-Date Return: +29.1%</li>
<li>2024 Benzinga Pro Search Rank: Not in Top 20</li>
<li>March/April/May 2025 Search Rank: Not in Top 20/Not in Top 20/Not in Top 20</li>
</ul>
8. Hims &amp; Hers Health Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HIMS#NYSE">HIMS</a>)
<ul class="wp-block-list">
<li>Current Price: $49.85</li>
<li>52-Week Range: $13.47 to $72.98</li>
<li>Year-to-Date Return: +97.8%</li>
<li>2024 Benzinga Pro Search Rank: Not in Top 20</li>
<li>March/April/May 2025 Search Rank: 8th/8th/9th</li>
</ul>
9. Advanced Micro Devices (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>)
<ul class="wp-block-list">
<li>Current Price: $137.20</li>
<li>52-Week Range: $76.48 to $187.28</li>
<li>Year-to-Date Return: +13.57%</li>
<li>2024 Benzinga Pro Search Rank: 6th</li>
<li>March/April/May 2025 Search Rank: Not in Top 20/18th/14th &nbsp;</li>
</ul>
10. Oklo Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OKLO#NYSE">OKLO</a>)
<ul class="wp-block-list">
<li>Current Price: $52.48</li>
<li>52-Week Range: $5.35 to $73.55</li>
<li>Year-to-Date Return: +147.34%</li>
<li>2024 Benzinga Pro Search Rank: Not in Top 20</li>
<li>March/April/May 2025 Search Rank: Not in Top 20/Not in Top 20/12th</li>
</ul>
Did You Know?
<ul class="wp-block-list">
<li>Congress Is Making Huge Investments.&nbsp;<a href="https://www.benzinga.com/gov-trades/?utm_source=BZprocontent070125" target="_blank" rel="noreferrer noopener">Get Tips On What They Bought And Sold With Our Easy-to-Use Tool</a></li>
</ul>
Honorable Mentions:&nbsp;The following stocks were the 11th&nbsp;to 20th&nbsp;most-searched tickers on&nbsp;<a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent030425&amp;t=be2bearmibe3na1" target="_blank" rel="noreferrer noopener">Benzinga Pro</a>&nbsp;in June.
11. Klotho Neurosciences Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KLTO#NASDAQ">KLTO</a>)
12. Cyngn Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CYN#NASDAQ">CYN</a>)
13. SharpLink Gaming Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SBET#NASDAQ">SBET</a>)
14. Invesco QQQ Trust (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>)
15. Coinbase Global Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COIN#NASDAQ">COIN</a>)
16. Eyenovia Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EYEN#NASDAQ">EYEN</a>)
17. Robinhood Markets Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HOOD#NASDAQ">HOOD</a>)
18. Meta Platforms (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>)
19. Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>)
20. SRM Entertainment Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SRM#NASDAQ">SRM</a>)
Why It&#8217;s Important:&nbsp;The SPDR S&amp;P 500 ETF Trust remained the most-searched ticker for a third straight month. Tesla moved back to second place for top searches after ranking fourth and third in the last two months, respectively.
Nvidia fell from second place to third, but kept a streak going of being one of the top three most-searched tickers each month in 2025.
New to the top 10 for June were Circle, CoreWeave, Applied Digital and Oklo. Circle was a new IPO in June and started its first month in fifth place. CoreWeave went public in March and after placing in 11th place in May, jumped to sixth place.
New IPOs have a history of being trending stocks for the first month or two and then dropping out of the top 20.
Advanced Micro Devices climbed back into the top 10 after ranking in the 11 to 20 range for several months.
Apple declined a lot in June, going from 10th to 19th place. This marks the first time Apple has been out of the top 10 since February.
Dropping out of the top 10 in June were UnitedHealth Group, Asset Entities, Super Micro Computer and D-Wave Quantum.  
Cryptocurrency continued to be a popular trend with Coinbase and Robinhood ranking in the top 20 and several companies that have bought cryptocurrency or established a crypto asset reserve ranking in the top 20.
Stay tuned <a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0701" target="_blank" rel="noreferrer noopener">to Benzinga Pro </a>for more market-moving news and to track the top tickers.
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/trading-ideas/long-ideas/25/07/46198021/nvidia-vs-microsoft-vs-apple-which-stock-reaches-4-trillion-first">Nvidia Vs. Microsoft Vs. Apple: Which Stock Reaches $4 Trillion First?</a></li>
</ul>
Photo: Shutterstock

Entertainment

Education

APLD

EYEN

KLTO

EXCLUSIVE: June's 20 Most-Searched Tickers On Benzinga Pro — Where Do CoreWeave, Nvidia, Apple Stock Rank?

Advanced Micro Devices (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) has outperformed the market over the past 10 years by 40.42% on an annualized basis producing an average annual return of 51.92%. Currently, Advanced Micro Devices has a market capitalization of $225.03 billion. 
Buying $100 In AMD: If an investor had bought $100 of AMD stock 10 years ago, it would be worth $5,540.49 today based on a price of $138.79 for AMD at the time of writing.
<h3>Advanced Micro Devices's Performance Over Last 10 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1751387475_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Here's How Much $100 Invested In Advanced Micro Devices 10 Years Ago Would Be Worth Today

Advanced Micro Devices (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) <a target="_blank" href="https://www.benzinga.com/topic/amd" rel="noreferrer noopener">stock surged nearly</a> 38% in the last three months, buoyed by the AI frenzy. PHLX Semiconductor Index (SOX), of which AMD is also a constituent, generated 30% returns during the period.
AMD&#8217;s returns also topped the S&amp;P 500&#8217;s 11% and the Nasdaq Composite&#8217;s 18% during the period.
Also Read: <a target="_blank" href="https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/06/45928757/amd-serious-ai-contender-with-sights-on-over-500-billion-tam-billions-in-revenue-analyst" rel="noreferrer noopener">AMD &#8216;Serious AI Contender&#8217; With Sights On Over $500 Billion TAM, Billions In Revenue: Analyst</a>
On Monday, Cathie Wood&#8216;s Ark Invest executed significant portfolio adjustments, <a href="https://www.benzinga.com/etfs/broad-u-s-equity-etfs/25/06/46186154/cathie-woods-monday-moves-loads-up-on-amd-stock-lightens-coinbase-crypto-bet" target="_blank" rel="noreferrer noopener">prominently acquiring shares</a> of AMD.
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/06/46113083/amd-taiwan-semiconductor-manufacturing-cnbc-final-trades" target="_blank" rel="noreferrer noopener">Last week, on</a> CNBC&#8217;s &#8220;Halftime Report Final Trades,&#8221; Jason Snipe preferred AMD, emphasizing that Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) isn&#8217;t the only strong chip stock.
In May, AMD reported <a href="https://www.benzinga.com/news/earnings/25/05/45237261/amd-q1-earnings-revenue-eps-beat-driven-by-expanding-data-center-ai-momentum-chipmaker-expects-strong-growth-in-2025" target="_blank" rel="noreferrer noopener">first-quarter revenue</a> of $7.44 billion, a 36% year-over-year increase, surpassing analyst estimates of $7.13 billion. This was driven by the strength of its core businesses, the expansion of its data center, and the momentum of AI. The chipmaker reported first-quarter adjusted earnings of 96 cents per share, beating analyst estimates of 94 cents per share. The gross margin came in at 54% for the quarter.
AMD expects second-quarter revenue of approximately $7.4 billion, plus or minus $300 million. Analysts are currently forecasting second-quarter revenue of $7.24 billion.
AMD anticipates a second-quarter adjusted gross margin of 43%, reflecting an $800 million impact from inventory charges resulting from the U.S. government&#8217;s export controls.
AMD has a <a target="_blank" href="https://www.benzinga.com/quote/AMD/analyst-ratings" rel="noreferrer noopener">consensus price target</a> of $141.09 based on the ratings of 38 analysts. The high is $200 issued by Rosenblatt on June 13, 2025. With an average price target of $163.33 between Melius Research and Piper Sandler, there&#8217;s an implied 16.78% upside for AMD from these most recent analyst ratings.
In May, Bank of America Securities analyst Vivek Arya projected that AMD <a href="https://www.benzinga.com/analyst-ratings/price-target/25/05/45548891/amd-could-see-eps-upside-by-2027-despite-nvidias-over-80-market-share-analyst">would gain share</a> through server and PC CPU growth, AI momentum, and a $10 billion Middle East contract pipeline.
Even though Arya expects Nvidia (80%+ share) and custom chips (10–15%) to dominate, he sees AMD capturing 3–4% of the $300 billion–$400 billion AI accelerator market.
Arya views AMD&#8217;s valuation as compelling and expects $6.6 billion in sales upside by 2027, supported by strong execution and a $6 billion buyback boost.
In June, Arya projected <a href="https://www.benzinga.com/markets/tech/25/06/45855187/nokia-taps-amd-processors-to-power-next-gen-5g-networks">strong second-quarter</a> momentum for AMD, driven by higher-priced new products and potential seasonal strength in the second half.
Price Action: AMD stock traded lower by 2.46% to $138.44 premarket at Tuesday&#8217;s last check.
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Photo: Shutterstock

AMD Blows Past S&P And Nasdaq — Is This Just The Beginning?

On Monday, Cathie Wood&#8217;s Ark Invest executed significant portfolio adjustments, prominently acquiring shares of Advanced Micro Devices Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) while reducing positions in Coinbase Global Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COIN#NASDAQ">COIN</a>).
The AMD Trade Ark purchased 356,275 AMD shares across Ark Fintech Innovation ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/ARKF#BATS">ARKF</a>), ARK Innovation ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/ARKK#BATS">ARKK</a>), and ARK Next Generation Internet ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/ARKW#BATS">ARKW</a>) funds, reinforcing confidence in the chipmaker&#8217;s positioning within the AI infrastructure race. For the day, AMD stock closed at $141.90, making the transactions worth $50.55 million.
This follows AMD&#8217;s recent volatility as it navigates supply-chain dynamics and intensifying competition in <a href="https://www.benzinga.com/trading-ideas/movers/25/06/46102073/whats-going-on-with-amd-shares-today">accelerated computing markets</a>. Recently, the chipmaker announced a new collaboration with HCLTech. The two companies intend to <a href="https://www.benzinga.com/trading-ideas/movers/25/06/46102073/whats-going-on-with-amd-shares-today">set up joint innovation labs</a> dedicated to advancing solutions in AI, digital infrastructure, and cloud computing. The Coinbase Trade
Ark sold 124,892 Coinbase shares across ARKK, ARKW and ARKF ETFs despite Bernstein&#8217;s recent $510 price target and <a href="https://www.benzinga.com/crypto/cryptocurrency/25/06/46112072/coinbase-is-the-amazon-of-crypto-services-price-target-boosted-to-510-bernstein">&#8220;Amazon of crypto&#8221; endorsement</a>. On Monday, Coinbase stock ended the day at $350.49. The sale by ARK was valued at $43.77 million.
The reduction coincides with Wood&#8217;s observation that Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) investors <a href="https://www.benzinga.com/crypto/cryptocurrency/25/06/46161157/bitcoin-investors-faced-mortgage-hurdles-due-to-crypto-tied-assets-says-cathie-wood-wont-be-surprised-if-they-were-to-shift-some-of-their-btc-to-coinbase">face mortgage hurdles</a> with crypto-backed assets, potentially driving capital toward regulated exchanges like Coinbase. This strategic trimming occurs even as Ark maintains Coinbase as its second-largest portfolio holding at 8.84%.
Other Key Trades:
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<li>Reduced Elbit Systems Ltd (ESLT) holdings by 1,160 shares across ARKQ and ARKX funds.</li>
</ul>
Benzinga&#8217;s Edge Stock Rankings indicate AMD checks out on Short, Medium and Long Price Trends, <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">find out</a> how rival Nvidia is ranked.
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img loading="lazy" decoding="async" width="763" height="102" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/30213110/Screenshot-2025-07-01-at-10.30.52.png" alt="" class="wp-image-967630" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/30213110/Screenshot-2025-07-01-at-10.30.52.png 763w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/30213110/Screenshot-2025-07-01-at-10.30.52-300x40.png 300w" sizes="(max-width: 763px) 100vw, 763px" /></a></figure>
Photo Courtesy: ChrisStock82 on Shutterstock.com
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This story was generated using <a href="https://www.benzinga.com/author/benzinga-neuro">Benzinga Neuro</a> and edited by <a href="https://www.benzinga.com/author/shivdeep-dhaliwal" target="_blank" rel="noreferrer noopener">Shivdeep Dhaliwal</a>

ETFs

$BTC

ARKF

ARKK

ARKW

Cathie Wood's Monday Moves: Loads Up On AMD Stock, Lightens Coinbase Crypto Bet

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders often look for circumstances when the market estimation of an option diverges away from its normal worth. Abnormal amounts of trading activity could push option prices to hyperbolic or underperforming levels. 
Below are some instances of options activity happening in the Information Technology sector: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>NVDA</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>07/03/25</td>
<td>$155.00</td>
<td>$38.5K</td>
<td>63.3K</td>
<td>34.8K</td>
</tr>
<tr>
<td>AAPL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/03/25</td>
<td>$200.00</td>
<td>$37.0K</td>
<td>11.6K</td>
<td>30.1K</td>
</tr>
<tr>
<td>INTC</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>07/03/25</td>
<td>$23.00</td>
<td>$29.5K</td>
<td>22.0K</td>
<td>10.6K</td>
</tr>
<tr>
<td>FSLR</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>07/03/25</td>
<td>$200.00</td>
<td>$25.2K</td>
<td>80</td>
<td>4.6K</td>
</tr>
<tr>
<td>SMCI</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>07/18/25</td>
<td>$55.00</td>
<td>$34.4K</td>
<td>7.6K</td>
<td>4.5K</td>
</tr>
<tr>
<td>ORCL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$220.00</td>
<td>$79.3K</td>
<td>9.1K</td>
<td>3.2K</td>
</tr>
<tr>
<td>MSTR</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>07/18/25</td>
<td>$420.00</td>
<td>$196.0K</td>
<td>2.0K</td>
<td>2.8K</td>
</tr>
<tr>
<td>AVGO</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/03/25</td>
<td>$275.00</td>
<td>$44.8K</td>
<td>112</td>
<td>2.5K</td>
</tr>
<tr>
<td>AMD</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$150.00</td>
<td>$202.5K</td>
<td>17.7K</td>
<td>2.3K</td>
</tr>
<tr>
<td>QUBT</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$20.00</td>
<td>$42.0K</td>
<td>3.1K</td>
<td>1.8K</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• For NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we notice a call option trade that happens to be bullish, expiring in 3 day(s) on July 3, 2025. This event was a transfer of 100 contract(s) at a $155.00 strike. The total cost received by the writing party (or parties) was $38.5K, with a price of $385.0 per contract. There were 63355 open contracts at this strike prior to today, and today 34889 contract(s) were bought and sold. 
• Regarding AAPL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), we observe a call option sweep with bearish sentiment. It expires in 3 day(s) on July 3, 2025. Parties traded 179 contract(s) at a $200.00 strike. This particular call needed to be split into 4 different trades to become filled. The total cost received by the writing party (or parties) was $37.0K, with a price of $207.0 per contract. There were 11691 open contracts at this strike prior to today, and today 30132 contract(s) were bought and sold. 
• Regarding INTC (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), we observe a call option trade with bearish sentiment. It expires in 3 day(s) on July 3, 2025. Parties traded 1969 contract(s) at a $23.00 strike. The total cost received by the writing party (or parties) was $29.5K, with a price of $15.0 per contract. There were 22075 open contracts at this strike prior to today, and today 10658 contract(s) were bought and sold. 
• For FSLR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FSLR#NASDAQ">FSLR</a>), we notice a call option trade that happens to be bearish, expiring in 3 day(s) on July 3, 2025. This event was a transfer of 2800 contract(s) at a $200.00 strike. The total cost received by the writing party (or parties) was $25.2K, with a price of $9.0 per contract. There were 80 open contracts at this strike prior to today, and today 4611 contract(s) were bought and sold. 
• For SMCI (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>), we notice a call option trade that happens to be bearish, expiring in 18 day(s) on July 18, 2025. This event was a transfer of 292 contract(s) at a $55.00 strike. The total cost received by the writing party (or parties) was $34.4K, with a price of $118.0 per contract. There were 7682 open contracts at this strike prior to today, and today 4503 contract(s) were bought and sold. 
• For ORCL (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>), we notice a call option sweep that happens to be bearish, expiring in 46 day(s) on August 15, 2025. This event was a transfer of 77 contract(s) at a $220.00 strike. This particular call needed to be split into 9 different trades to become filled. The total cost received by the writing party (or parties) was $79.3K, with a price of $1030.0 per contract. There were 9141 open contracts at this strike prior to today, and today 3272 contract(s) were bought and sold. 
• For MSTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>), we notice a call option trade that happens to be bullish, expiring in 18 day(s) on July 18, 2025. This event was a transfer of 200 contract(s) at a $420.00 strike. The total cost received by the writing party (or parties) was $196.0K, with a price of $980.0 per contract. There were 2032 open contracts at this strike prior to today, and today 2809 contract(s) were bought and sold. 
• Regarding AVGO (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), we observe a put option sweep with bearish sentiment. It expires in 3 day(s) on July 3, 2025. Parties traded 108 contract(s) at a $275.00 strike. This particular put needed to be split into 26 different trades to become filled. The total cost received by the writing party (or parties) was $44.8K, with a price of $415.0 per contract. There were 112 open contracts at this strike prior to today, and today 2515 contract(s) were bought and sold. 
• For AMD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), we notice a call option sweep that happens to be bearish, expiring in 46 day(s) on August 15, 2025. This event was a transfer of 300 contract(s) at a $150.00 strike. This particular call needed to be split into 33 different trades to become filled. The total cost received by the writing party (or parties) was $202.5K, with a price of $675.0 per contract. There were 17773 open contracts at this strike prior to today, and today 2337 contract(s) were bought and sold. 
• Regarding QUBT (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QUBT#NASDAQ">QUBT</a>), we observe a call option trade with bearish sentiment. It expires in 46 day(s) on August 15, 2025. Parties traded 200 contract(s) at a $20.00 strike. The total cost received by the writing party (or parties) was $42.0K, with a price of $210.0 per contract. There were 3117 open contracts at this strike prior to today, and today 1881 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more news on unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

QUBT

10 Information Technology Stocks Whale Activity In Today's Session

Celebrity investor <a href="https://www.benzinga.com/news/topics/25/06/46064693/is-ai-going-to-replace-ceos-or-just-make-them-10-times-richer-kevin-oleary-says-itll-make-everyone-richer-if-they-learn-how-to-use-it">Kevin O'Leary</a> says the window to buy TikTok with its current Chinese-owned algorithm has officially closed. As a new 90-day deadline ticks down, O'Leary is sounding the alarm: TikTok's future in the U.S. hangs in the balance, and at the heart of it is a much bigger issue — who truly owns your personal data?
<h2 class="wp-block-heading">Why the Sale Keeps Getting Delayed</h2>
TikTok's Chinese parent company, ByteDance, is under pressure from a U.S. law enacted last year that requires it to sell its TikTok assets in the U.S. or face a nationwide ban. The law was upheld by the Supreme Court, but enforcement has been repeatedly delayed. Most recently, President Donald Trump granted a <a href="https://www.benzinga.com/markets/tech/25/06/45988862/trump-extends-tiktok-divestment-deadline-again-says-xi-will-ultimately-approve-the-deal-amid-stalled-us-spinoff-talks">90-day extension</a> until September, marking the third postponement.
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While TikTok has continued to operate, critics say these delays are avoiding a key national security concern: the possibility that the Chinese government could access American user data. Beijing denies this, but many U.S. lawmakers remain skeptical.
<h2 class="wp-block-heading">O'Leary: "The Deal Is Dead"</h2>
According to O'Leary, a new sale involving TikTok's existing algorithm is no longer on the table. "We know that we can&#8217;t buy the algorithm," he said in a video he <a href="https://x.com/kevinolearytv/status/1936233691967054333">posted to X</a>. "So we're gonna have to rewrite this whole thing."
O'Leary is part of a group led by billionaire Frank McCourt and Reddit co-founder Alexis Ohanian proposing a new version of TikTok — one without Chinese-owned code. Their goal? Create a U.S.-based platform that puts data ownership in the hands of users, not corporations.
The alternative, O'Leary warns, is a legal minefield. "Every mothers' group and state attorney general is suing social media," he said. "All stemming from the fact that the platform owns the data and the customer doesn&#8217;t."
Trending: Tired of Grid Failures and Charging Deserts? This Startup Has a Solar Fix and $25M+ in Sales — <a href="https://www.benzinga.com/money/meet-the-company-seeking-to-give-americans-energy-independence-and-learn-how-you-can-become-an-early-investor">Now Raising at $3/Share</a>
<h2 class="wp-block-heading">"Chinese Honey" and the Battle Over AI Chips</h2>
O'Leary also tied the TikTok debate to the broader issue of U.S. technology exports, especially AI chips made by companies like Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and Advanced Micro Devices (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>).
He used a bee analogy to explain: The chip is the queen bee, and software developers are the honeybees building AI — or "honey" — on that chip. O'Leary argued there will soon be only two types of AI: "American honey" and "Chinese honey."
"If you want the world running on Chinese honey, stop shipping American queen bee chips," he said. His point: limiting chip exports could backfire by encouraging foreign adversaries to build their own alternatives — like TikTok.
See Also: Maximize saving for your retirement and cut down on taxes: <a href="https://www.benzinga.com/money/wideradvisor-retirement-planning">Schedule your free call with a financial advisor to start your financial journey – no cost, no obligation</a>.&nbsp;
<h2 class="wp-block-heading">A Legal Deadline With Real Consequences</h2>
Unless Congress acts or a new buyer is found, TikTok could be pulled from U.S. app stores after the September deadline. O'Leary believes this is likely the "last extension."
As lawmakers debate national security, <a href="https://www.benzinga.com/markets/25/06/45922827/the-dollar-is-crumbling-and-hedge-fund-analyst-says-a-new-global-trade-is-brewing">global trade</a>, and personal privacy, the clock keeps ticking.
One thing is clear: TikTok's fate is tied not just to politics, but to a fundamental question about the future of the internet — who controls the data, and who gets to decide?
Read Next: <a href="https://www.benzinga.com/money/are-you-rich">Are you rich?</a> Here&#8217;s what Americans think you need to be considered wealthy.

Kevin O'Leary Says TikTok Deal Is Dead — And U.S. Law Must Finally Decide Who Owns Your Data

Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) just did the unimaginable: it leaped over Microsoft to become the most valuable company in the world on Thursday, with a market capitalization crossing $3.7 trillion. But as the chipmaker solidifies its position as the foundation of the AI era, one segment of Wall Street is somewhat lagging behind — <a href="https://www.benzinga.com/etfs">semiconductor ETFs</a>.
Despite Nvidia&#8217;s historical rise, some of the largest ETFs that follow the semiconductor space are still predominantly weighted toward legacy chipmakers —companies that dominated the PC and mobile era, but whose trajectories are now threatened by the AI revolution.
Also Read: <a href="https://www.benzinga.com/etfs/sector-etfs/25/05/45574690/nvidia-amd-and-the-ai-arms-race-3-explosive-etfs-to-watch-right-now">Nvidia, AMD And The AI Arms Race: 3 Explosive ETFs To Watch Right Now</a>
<h2 class="wp-block-heading">Not All Chip ETFs Are Built For The AI Race</h2>
Take a look at the two heavyweights: the VanEck Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMH#NASDAQ">SMH</a>) and the iShares Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOXX#NASDAQ">SOXX</a>). Both have seen strong returns, thanks in large part to Nvidia's outperformance, but scratch beneath the surface, and you'll notice they still allocate sizable weight to companies like Intel (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), Texas Instruments (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TXN#NASDAQ">TXN</a>), and Qualcomm (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>), which haven't benefited nearly as much from the AI arms race.
SMH, for example, has Nvidia at about 20.5%, and Intel continues to hold on to a healthy 3.7% of the portfolio in spite of its failure to gain ground in the GPU segment. SOXX&#8217;s own positioning is similarly slanted — Nvidia is a top holding, but legacy companies comprise a bigger-than-anticipated portion of the roster.
<h2 class="wp-block-heading">AI Winners Vs. Legacy Players</h2>
Here&#8217;s the irony: Nvidia&#8217;s success is being fueled to a great extent by hyperscalers such as Microsoft, Amazon, Meta, and Alphabet — firms which are building out AI infrastructure at a very fast clip. That demand, in turn, is fueling interest in AI-focused semiconductors — GPUs, networking processors, model-training memory, optimized memory, and even the tailor-made AI chips manufactured by companies such as Broadcom and Marvell Technology.
But most broad semiconductor ETFs still portray an outdated vision of the industry, one still led by general-purpose computing and consumer hardware cycles, rather than AI computing.
<h2 class="wp-block-heading">The ETF Innovators Catching On</h2>
There are some ETFs that have turned. The Invesco PHLX Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOXQ#NASDAQ">SOXQ</a>) and the SPDR S&amp;P Semiconductor ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XSD#NYSE">XSD</a>) do it differently. XSD is equal-weighted, reducing Nvidia&#8217;s weighting but offering a more equalized reflection of the sector, including newer or niche companies such as Ambarella (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMBA#NASDAQ">AMBA</a>) and Advanced Micro Devices&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), which are also being boosted by AI-related trends.
And then there are thematic ETFs such as the Roundhill Generative AI ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CHAT#NYSE">CHAT</a>), not semiconductor pure plays, but more representative of next-generation AI infrastructure, including semis that actually underpin the boom.
<h2 class="wp-block-heading">The Concentration Conundrum</h2>
Nvidia&#8217;s ascent has also brought a novel challenge: the risk of concentration. SMH and SOXX each have more than one-fifth of their portfolios invested in a single stock, a fantastic ride on the way up, but potentially perilous if attitudes reverse.
That risk is aggravated by underperformance from other holdings. Intel, for example, has fallen about 27% in the past year. So while the front-page ETF returns appear solid, they&#8217;re disproportionately reliant on a single ticker.
<h2 class="wp-block-heading">Time For A Chip ETF Makeover?</h2>
Investors betting on the future of semiconductors might need to rethink their exposure. In an AI-dominated world, chipmakers are no longer a monolith, and ETFs that treat them as such may underdeliver.
As Nvidia continues to achieve milestones and propel the AI ecosystem forward, the question for ETF issuers is simple: Will they adapt for the AI age, or continue playing the greatest hits of the previous chip cycle?
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