El interés en corto de Advanced Micro Devices da a los inversores una idea del grado en que los inversores apuestan por la caída de las acciones de Advanced Micro Devices. Los datos de interés en corto se actualizan cada dos semanas.

Advanced Micro Devices (NASDAQ:AMD) Bolsa, Informe de interés en corto

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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Intel sube un 24,70% en cinco días y planea recuperar rentabilidad en 2026. ¿Qué hay detrás de este movimiento? Descúbrelo aquí.

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Tidal Trust II Yieldmax AMD Option Income Strategy ETF

In a recent shift of investment strategy,&nbsp;David Tepper&#8216;s hedge fund,&nbsp;Appaloosa LP, has made significant alterations to its portfolio. 
What Happened: The firm&#8217;s latest 13F filing reveals a reduction in semiconductor holdings, while stakes in other tech stocks, including&nbsp;Oracle Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) and the&nbsp;ARK Innovation ETF (ARKK), have been increased.
Appaloosa LP, during&nbsp;the fourth quarter of 2023,&nbsp;purchased&nbsp;1.3 million shares in Oracle&nbsp;Corp worth approximately&nbsp;$140 million and a call&nbsp;option for nearly&nbsp;2.6 million shares of the&nbsp;ARK Innovation ETF valued at over $133 million. The hedge fund also established&nbsp;new positions in FMC Corp.&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FMC#NYSE">FMC</a>) and General Motors Co.&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>).
Investments were also made&nbsp;in the home improvement, construction,&nbsp;and building materials sectors, with the acquisition of shares in firms such as Masco Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MAS#NYSE">MAS</a>), Mohawk Industries Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MHK#NYSE">MHK</a>), and Owens Corning (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OC#NYSE">OC</a>).
According to a report <a href="https://www.investopedia.com/tepper-appaloosa-13f-q4-2023-8580346">by </a>Investopedia, Appaloosa reduced its positions in&nbsp;several tech firms, including Advanced Micro Devices (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>),&nbsp;Alphabet Class C stock (GOOG),&nbsp;Qualcomm Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>), Uber Technologies (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NYSE">UBER</a>), and&nbsp;Taiwan Semiconductor Manufacturing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>).&nbsp;The largest sell-off involved&nbsp;nearly 1.7 million shares of&nbsp;Intel Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>).
Also Read: <a href="https://www.benzinga.com/markets/equities/25/02/43746268/david-tepper-rausing-family-boost-nvidia-holdings-ahead-of-stock-volatility">David Tepper, Rausing Family Boost Nvidia Holdings Ahead Of Stock Volatility</a>
Outside of tech, the fund sold off shares in KE Holdings Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BEKE#NYSE">BEKE</a>), Macy&#8217;s Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/M#NYSE">M</a>), and PDD Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PDD#NASDAQ">PDD</a>). On the flip side, Appaloosa added to its existing positions in Caesars Entertainment Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CZR#NASDAQ">CZR</a>), MPLX LP (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MPLX#NYSE">MPLX</a>), Alibaba Group Holding (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), Amazon (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), and Microsoft (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>).
The hedge fund also&nbsp;exited two positions entirely in&nbsp;the fourth quarter, selling off&nbsp;shares of Arista Networks (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>)&nbsp;and Enterprise Products Partners (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EPD#NYSE">EPD</a>).
Why It Matters: Appaloosa&#8217;s portfolio reshuffle indicates a strategic shift towards diversification. The reduction in semiconductor holdings comes amidst a global chip shortage, potentially signaling a cautious approach. 
The increased stakes in other tech stocks and the home improvement sector suggest a focus on industries that have shown resilience during the pandemic. The fund&#8217;s&nbsp;new positions in FMC Corp.&nbsp;and General Motors Co. indicate a bet on the agrochemical and automotive industries, respectively. 
The sell-offs, on the other hand, might reflect an attempt to mitigate risks associated with specific stocks or sectors.
Read Next:
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<li><a href="https://www.benzinga.com/news/earnings/earnings-beats/25/02/43740996/palo-alto-analysts-optimistic-on-revenue-growth-expanding-market-share" target="_blank" rel="noreferrer noopener">Palo Alto Analysts Optimistic On Revenue Growth, Expanding Market Share</a></li>
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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>SWEEP</td>
<td>BEARISH</td>
<td>02/14/25</td>
<td>$136.00</td>
<td>$45.0K</td>
<td>30.3K</td>
<td>126.8K</td>
</tr>
<tr>
<td>SMCI</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>02/14/25</td>
<td>$45.00</td>
<td>$57.0K</td>
<td>32.5K</td>
<td>45.4K</td>
</tr>
<tr>
<td>PLTR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>02/21/25</td>
<td>$123.00</td>
<td>$74.5K</td>
<td>1.0K</td>
<td>3.4K</td>
</tr>
<tr>
<td>MARA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$30.00</td>
<td>$36.7K</td>
<td>16.2K</td>
<td>2.6K</td>
</tr>
<tr>
<td>FTNT</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/15/27</td>
<td>$100.00</td>
<td>$163.9K</td>
<td>222</td>
<td>2.2K</td>
</tr>
<tr>
<td>AVGO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$170.00</td>
<td>$308.4K</td>
<td>12.8K</td>
<td>1.6K</td>
</tr>
<tr>
<td>AMD</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>02/21/25</td>
<td>$115.00</td>
<td>$73.0K</td>
<td>14.1K</td>
<td>1.5K</td>
</tr>
<tr>
<td>ALAB</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>03/07/25</td>
<td>$100.00</td>
<td>$36.6K</td>
<td>1.1K</td>
<td>1.0K</td>
</tr>
<tr>
<td>CRM</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>02/28/25</td>
<td>$345.00</td>
<td>$29.0K</td>
<td>258</td>
<td>763</td>
</tr>
<tr>
<td>AUR</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/07/25</td>
<td>$10.50</td>
<td>$29.7K</td>
<td>1</td>
<td>637</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These itemized elaborations have been created 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 sweep that happens to be bearish, is expiring today. Parties traded 501 contract(s) at a $136.00 strike. This particular call needed to be split into 19 different trades to become filled. The total cost received by the writing party (or parties) was $45.0K, with a price of $90.0 per contract. There were 30364 open contracts at this strike prior to today, and today 126875 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 sweep that happens to be bullish, is expiring today. Parties traded 500 contract(s) at a $45.00 strike. This particular call needed to be split into 12 different trades to become filled. The total cost received by the writing party (or parties) was $57.0K, with a price of $114.0 per contract. There were 32579 open contracts at this strike prior to today, and today 45432 contract(s) were bought and sold. 
• Regarding PLTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>), we observe a call option sweep with bearish sentiment. It expires in 7 day(s) on February 21, 2025. Parties traded 500 contract(s) at a $123.00 strike. This particular call needed to be split into 20 different trades to become filled. The total cost received by the writing party (or parties) was $74.5K, with a price of $149.0 per contract. There were 1074 open contracts at this strike prior to today, and today 3407 contract(s) were bought and sold. 
• For MARA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MARA#NASDAQ">MARA</a>), we notice a call option sweep that happens to be bullish, expiring in 126 day(s) on June 20, 2025. This event was a transfer of 350 contract(s) at a $30.00 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 $36.7K, with a price of $105.0 per contract. There were 16242 open contracts at this strike prior to today, and today 2650 contract(s) were bought and sold. 
• Regarding FTNT (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FTNT#NASDAQ">FTNT</a>), we observe a call option sweep with bullish sentiment. It expires in 700 day(s) on January 15, 2027. Parties traded 50 contract(s) at a $100.00 strike. This particular call needed to be split into 18 different trades to become filled. The total cost received by the writing party (or parties) was $163.9K, with a price of $3280.0 per contract. There were 222 open contracts at this strike prior to today, and today 2270 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 bullish, expiring in 336 day(s) on January 16, 2026. This event was a transfer of 40 contract(s) at a $170.00 strike. This particular call needed to be split into 20 different trades to become filled. The total cost received by the writing party (or parties) was $308.4K, with a price of $7710.0 per contract. There were 12864 open contracts at this strike prior to today, and today 1635 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 put option sweep that happens to be bearish, expiring in 7 day(s) on February 21, 2025. This event was a transfer of 200 contract(s) at a $115.00 strike. This particular put needed to be split into 7 different trades to become filled. The total cost received by the writing party (or parties) was $73.0K, with a price of $365.0 per contract. There were 14197 open contracts at this strike prior to today, and today 1598 contract(s) were bought and sold. 
• Regarding ALAB (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ALAB#NASDAQ">ALAB</a>), we observe a call option trade with bullish sentiment. It expires in 21 day(s) on March 7, 2025. Parties traded 188 contract(s) at a $100.00 strike. The total cost received by the writing party (or parties) was $36.6K, with a price of $195.0 per contract. There were 1105 open contracts at this strike prior to today, and today 1017 contract(s) were bought and sold. 
• Regarding CRM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>), we observe a call option trade with bullish sentiment. It expires in 14 day(s) on February 28, 2025. Parties traded 40 contract(s) at a $345.00 strike. The total cost received by the writing party (or parties) was $29.0K, with a price of $727.0 per contract. There were 258 open contracts at this strike prior to today, and today 763 contract(s) were bought and sold. 
• For AUR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AUR#NASDAQ">AUR</a>), we notice a put option sweep that happens to be bullish, expiring in 21 day(s) on March 7, 2025. This event was a transfer of 270 contract(s) at a $10.50 strike. This particular put needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $29.7K, with a price of $110.0 per contract. There were 1 open contracts at this strike prior to today, and today 637 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

ALAB

FTNT

MARA

SMCI

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

Intel Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) shares have seen a significant surge, climbing 24.70% in the past five days and 20.59% since the company&#8217;s fourth-quarter earnings release on Jan. 3rd. This analyst has dismissed negative speculation surrounding the stock, pointing to strong fundamentals and saying that the recent jump &#8220;is an easy one.&#8221;
What Happened: Intel is pinning its hopes on a return to profitability by 2026, after highlighting progress on its advanced 18A process node during its recent earnings call. The 18A node, featured in upcoming launches like Panther Lake and Clearwater Forest, is Intel&#8217;s most cutting-edge semiconductor manufacturing technology.
Patrick Moorhead, the founder, CEO, and chief analyst at Moor Insights Strategy, in an X post, said &#8220;I do believe that 18A is looking good in performance and power from a &#8216;big die&#8217; standpoint, and that yields for big die products are reasonable for this time in the cycle. A lot more work to be done, though.&#8221;
A &#8216;die&#8217; is a semiconductor chip and in the context of Intel, a &#8216;big die&#8217; refers to larger processor chips.
Apart from this Moorhead also highlighted that Intel stock was trading &#8220;below book value,&#8221; despite having &#8220;a ton of assets&#8221;. A stock is considered undervalued if its market price trades below the book value per share.
Furthermore, the analyst said that President Donald Trump&#8216;s admin could be pushing chipmakers like Nvidia Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Broadcom Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), Advanced Micro Devices Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), and Marvell Technology Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) to explore Intel&#8217;s foundry.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true"><a href="https://twitter.com/search?q=%24INTC&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$INTC</a> on a tear. Seeing some nonsense on &quot;why&quot; out there, but when you&#39;re trading below book value, and you have a ton of assets, this is an easy one. I do believe that 18A is looking good in performance and power from a &quot;big die&quot; standpoint and that yields for big die products… <a href="https://t.co/kKsR8SiJT8">pic.twitter.com/kKsR8SiJT8</a>
&mdash; Patrick Moorhead (@PatrickMoorhead) <a href="https://twitter.com/PatrickMoorhead/status/1890054026332418390?ref_src=twsrc%5Etfw">February 13, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
See Also: <a href="https://www.benzinga.com/general/market-summary/25/02/43721022/warren-buffetts-berkshire-hathaway-sells-nearly-36-million-worth-of-dialysis-giant-davitas-shares-amid-q4-earnings-beat">Warren Buffett&#8217;s Berkshire Hathaway Sells Nearly $36 Million Worth Of Dialysis Giant DaVita&#8217;s Shares Amid Q4 Earnings Beat</a>
Why It Matters: <a href="https://www.benzinga.com/markets/25/02/43685791/taiwan-semiconductor-could-be-the-lifeline-intel-needs-as-rumors-swirl-of-a-us-backed-joint-venture">Rumors suggest</a> that the U.S. government could be pushing Intel into a joint venture with TSMC to boost domestic chip manufacturing, according to Baird analyst Tristan Gerra. 
TSMC would reportedly send engineers to Intel&#8217;s 3nm and 2nm plants, potentially leading to a spin-off fab unit co-owned and operated by TSMC. The new venture could be eligible for CHIPS Act funding, designed to support the American semiconductor industry.
&#8220;While there is no confirmation and potential completion of this project could be lengthy, we think this move makes sense…&#8221; Gerra noted.
Intel&#8217;s interim co-CEO, Michelle Holthaus during its earnings call held on Jan. 30 said, &#8220;Looking ahead to the rest of the year, we will strengthen our client road map with the launch of Panther Lake, our lead product on Intel 18A in the second half of 2025.&#8221;
He also expressed excitement about its progress in performance and yields, anticipating production in the second half of 2025 and highlighting the benefits of its design and process technology.
&#8220;We are also making good progress on Clearwater Forest, our first Intel 18A server product that we plan to launch in the first half of next year. All of this provides a strong foundation on which to build as we execute,&#8221; Holthaus added.
Price Action: Intel shares gained 7.34% on Thursday, reaching $24.13 per share, and advanced 0.91% after-hours.
The exchange-traded fund tracking the Nasdaq 100 index, Invesco QQQ Trust, Series 1 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>) rose 1.44% on Thursday. INTC has risen 19.34% year-to-date, whereas it plunged 45.39% over the last year.
The average price target among 33 <a href="https://www.benzinga.com/quote/INTC/analyst-ratings">analysts tracked by Benzinga</a> is $27.19 with a ‘sell&#8217; rating. The estimates range from $20 to $66 apiece. Recent ratings from JP Morgan, Stifel, and Truist Securities suggest a $21.67 target, implying a potential downside of 11.02%.
<figure class="wp-block-image size-large"><a href="https://www.benzinga.com/quote/INTC/analyst-ratings"><img loading="lazy" decoding="async" width="1024" height="382" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/14032617/Intel-ANR-1024x382.png" alt="" class="wp-image-782586" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/14032617/Intel-ANR-1024x382.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/14032617/Intel-ANR-300x112.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/14032617/Intel-ANR-768x286.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/14032617/Intel-ANR.png 1065w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
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Image via Shutterstock

'Intel On A Tear,' Says Analyst As Stock Jumps Over 7% On Thursday Amid 18A Process Node Optimism

On Wednesday, Cathie Wood-led Ark Invest executed significant trades involving Palantir Technologies Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>), Robinhood Markets Inc (HOOD), Advanced Micro Devices Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), and Taiwan Semiconductor Manufacturing Co Ltd (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>). These trades reflect Ark&#8217;s strategic positioning in the dynamic tech sector.
The Palantir Trade
Ark Invest made a notable decision to sell shares of Palantir across multiple ETFs, including Ark Fintech Innovation ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ARKF#NYSE">ARKF</a>), ARK Innovation ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ARKK#NYSE">ARKK</a>), and ARK Next Generation Internet ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ARKW#NYSE">ARKW</a>). The total shares sold amounted to 174,910, with a closing price of $117.39, resulting in a transaction value of approximately $20.53 million. This move comes amid a surge in Palantir&#8217;s stock, driven by increasing demand for AI solutions. Palantir&#8217;s CEO Alex Karp has highlighted the company&#8217;s role in <a href="https://in.benzinga.com/25/02/43681134/palantir-ceo-alex-karp-western-software-superiority-will-make-america-stronger-as-stock-soars-368-on-ai-boom">enhancing Western technological capabilities</a>, while <a href="https://in.benzinga.com/markets/equities/25/02/43646506/dan-ives-says-palantir-could-be-next-oracle-or-salesforce-as-ai-boom-drives-massive-software-spending-highlights-8-10x-multiplier-effect">analyst Dan Ives</a> predicts Palantir could rival industry giants like Oracle and Salesforce.
Since the year began, Palantir shares have risen 56.12%, while over a 12-month period they have shot up a massive 368.62%. However, Wood has been on a selling spree lately, she <a href="https://in.benzinga.com/25/02/43646255/cathie-woods-massive-tuesday-overhaul-unloads-28-4m-in-palantir-dumps-robinhood-swoops-up-tech-giants-shopify-amd-tsmc-and-amazon">offloaded</a> $28.4 million worth of stock on Tuesday and <a href="https://www.benzinga.com/25/02/43613535/cathie-wood-dumps-16-million-worth-of-palantir-stock-after-record-highs">another $16 million</a> worth on Monday. 
The Robinhood Trade
Ark Invest reduced its position in Robinhood by selling 25,086 shares through the ARKW ETF. With a closing price of $55.91, the transaction was valued at approximately $1.4 million. This trade follows Robinhood&#8217;s recent <a href="https://in.benzinga.com/news/earnings/25/02/43676276/robinhood-q4-earnings-highlights-record-revenue-eps-beat-analyst-estimates-crypto-revenue-up-700">fourth-quarter earnings report</a>, which showcased record revenue and a significant increase in crypto revenue, exceeding 700% growth.
The AMD Trade
Ark Invest expanded its stake in AMD by purchasing 5,162 shares via the ARKW ETF. The shares closed at $111.72, making the acquisition worth approximately $576,698. AMD remains at the forefront of the AI-driven semiconductor boom, with <a href="https://in.benzinga.com/etfs/specialty-etfs/25/02/43657421/amd-traders-get-new-leveraged-etfs-as-ai-chip-battle-heats-up">new leveraged ETFs</a> launched to capitalize on its market movements.
The TSMC Trade
Ark Invest also increased its holdings in TSMC by acquiring 4,579 shares through the ARKW ETF. The shares closed at $206.38, resulting in a purchase value of approximately $945,014. This move comes as <a href="https://in.benzinga.com/25/02/43660030/trump-tariff-threats-put-pressure-on-taiwan-semiconductor-could-push-advanced-packaging-capacity-to-us">TSM faces geopolitical pressures</a> and considers shifting some operations to the U.S. amid Donald Trump&#8217;s tariff threats.
Other Key Trades:
<ul>
<li>Sold 397,727 shares of Roku Inc (ROKU) from ARKK.</li>
<li>Bought 40,935 shares of Deere &amp; Co (DE) in ARKK.</li>
<li>Sold 54,233 shares of Oklo Inc (OKLO) from ARKQ.</li>
<li>Bought 42,376 shares of Cameco Corp (CCJ) in ARKQ.</li>
</ul>
Image via Shutterstock
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<li><a href="https://www.benzinga.com/markets/equities/25/02/43681423/dutch-bros-shares-spike-25-after-hours-jim-cramer-says-his-favorite-coffee-chain-is-the-real-deal">Dutch Bros Shares Spike 25% After Hours, Jim Cramer Says His Favorite Coffee Chain Is &#8216;The Real Deal&#8217;</a></li>
</ul>
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>

Cathie Wood Dumps More Palantir Amid Stock's Red-Hot Rally, Robinhood Also Gets The Chop — Ark Adds AMD And TSMC Stock

<a target="_blank" href="https://www.benzinga.com/topic/artificial-intelligence" rel="noreferrer noopener">Artificial intelligence server</a> company Super Micro Computer, Inc.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) stock has risen over 1,336% in the last five years, backed by demand for AI hardware and infrastructure in line with the AI boom.
Aswath Damodaran, a Professor of Finance at the Stern School of Business at New York University, proclaimed the need for investments in infrastructure to accomplish <a target="_blank" href="https://aswathdamodaran.substack.com/p/ais-winners-losers-and-wannabes-valuing" rel="noreferrer noopener">AI ambitions</a>.
The launch of ChatGPT in 2022 posed a positive catalyst for the server market, as demand for AI servers increased with the generative AI boom.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/02/43442520/strong-iphone-upgrades-ai-features-and-services-growth-fuel-apples-momentum-bofa-analyst-says" rel="noreferrer noopener">Apple May Face Limited Tariff Impact, Trump Administration Could Ease DOJ Pressure: BofA</a>
Dell, Super Micro, and Hewlett Packard are the Big 3 Original Equipment Manufacturers of the AI server market. However, &#8220;Original Design Manufacturer direct&#8221; sales dominate as Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) and its Big Tech peers continue to have their servers custom-made, as per <a target="_blank" href="https://www.counterpointresearch.com/insight/post-insight-research-notes-blogs-ai-servers-are-now-one-third-of-the-global-server-market" rel="noreferrer noopener">Counterpoint</a>.
Super Micro&#8217;s <a target="_blank" href="https://ir.supermicro.com/financials/sec-filings/default.aspx" rel="noreferrer noopener">gross margin</a> ranged between 15%-18% in the last three fiscals <a target="_blank" href="https://investors.hpe.com/financial/annual-reports" rel="noreferrer noopener">compared to</a> Hewlett Packard&#8217;s 33.4%-35% and <a target="_blank" href="https://investors.delltechnologies.com/financial-information/sec-filings?field_nir_sec_form_group_target_id=471&amp;field_nir_sec_date_filed_value=&amp;filter_type=&amp;relative_date_range_after=&amp;relative_date_range_before=&amp;exact_date_range_after=&amp;exact_date_range_before=&amp;items_per_page=10" rel="noreferrer noopener">Dell&#8217;s 22%-24%</a> due to the companies&#8217; diversified product portfolio with potentially higher margin segments.
Also, Super Micro priced its AI servers at a discount versus rivals to win market share, Reuters cited CFO David Weigand during a quarterly earnings call.
Super Micro&#8217;s stock value lost 25% in the <a target="_blank" href="https://www.benzinga.com/24/12/42520765/super-micro-drops-below-50-day-average-faces-nasdaq-100-removal-just-months-after-entry" rel="noreferrer noopener">last six months</a> as auditor Ernst &amp; Young quit in October over governance concerns. The company tapped BDO USA as its new auditor.
Super Micro, scrutinized by a Hindenburg Research report and a U.S. Department of Justice probe for alleged accounting fraud, has until February 25 to file its delayed financial reports. The stock lost its position in the Nasdaq 100 index in December 2024, months after joining it in July 2024.
According to the AI server company&#8217;s latest <a target="_blank" href="https://d18rn0p25nwr6d.cloudfront.net/CIK-0001375365/b47ec77a-b669-438b-82d3-553ab0d77e45.html" rel="noreferrer noopener">quarterly report</a>, Super Micro&#8217;s <a target="_blank" href="https://www.benzinga.com/news/24/10/41355570/super-micro-expands-liquid-cooled-ai-servers-with-nvidia-power" rel="noreferrer noopener">customers include</a> Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Advanced Micro Devices, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), Samsung Electronics (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>), and Micron Technology, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>).
Super Micro remains <a target="_blank" href="https://www.benzinga.com/24/12/42709635/super-micro-and-nvidia-expand-in-taiwan-with-green-energy-and-ai-projects" rel="noreferrer noopener">engaged in constructive endeavors</a>, including collaborating with Taiwan&#8217;s Guo Rui to form a renewable-energy-powered computation center in Taiwan. Reportedly, Nvidia plans to build a secondary headquarters in Taiwan.
Super Micro launched new <a target="_blank" href="https://www.benzinga.com/trading-ideas/movers/25/02/43500503/whats-going-on-with-ai-infrastructure-provider-supermicros-stock-today" rel="noreferrer noopener">AI data center solutions</a> with Nvidia Blackwell, and it has production plants in San Jose, Europe, and Asia.
In January, Super Micro began shipping <a target="_blank" href="https://www.benzinga.com/markets/equities/25/01/42900090/super-micro-begins-shipping-max-performance-servers-with-intel-xeon-6900-series-processors" rel="noreferrer noopener">max-performance servers</a> with Intel Xeon 6900 processors optimized for AI, HPC, and GPU-intensive tasks.
On January 30, Super Micro CEO Charles Liang <a target="_blank" href="https://x.com/charlesliang/status/1885087135922847978" rel="noreferrer noopener">tweeted</a> about expanding its partnership with Elon Musk&#8217;s AI startup,&nbsp;xAI.
On Tuesday, Super Micro reported <a target="_blank" href="https://www.benzinga.com/25/02/43646949/supermicro-sees-conservative-40-billion-revenue-target-despite-auditor-exit-stocks-50-slide" rel="noreferrer noopener">preliminary second-quarter</a> revenue of $5.6 billion—$5.7 billion (below the $5.89 billion consensus), up 54%.&nbsp;
The company cut its fiscal year 2025 guidance to $23.5 billion—$25 billion from its previous forecast of $26 billion—$30 billion (versus the $24.92 billion consensus). It projected fiscal year 2026 revenue of $40 billion versus the $29.92 billion consensus.
The company expects to file&nbsp;its delayed annual and quarterly reports to the U.S. SEC <a target="_blank" href="https://www.benzinga.com/25/02/43651025/smci-climbs-66-in-wednesday-pre-market-whats-going-on" rel="noreferrer noopener">by the deadline</a>.
Analysts rerated the stock upon the results.
<ul>
<li>Wedbush analyst Matt Bryson maintained Super Micro with a Neutral and raised the price target from $24 to $40.</li>
<li>JP Morgan analyst Samik Chatterjee maintained Super Micro with an Underweight and raised the price target from $23 to $35.</li>
<li>Needham analyst Quinn Bolton suspended the rating on Super Micro.</li>
</ul>
Wedbush: Super Micro&#8217;s softer, uninspiring results, the vision of a significantly more robust future, and plans to file its financials before the deadline should reduce uncertainty.
Bryson expects the business to expand considerably in the first half of 2026. However, he is also hesitant to model as aggressively as management forecasts.
JP Morgan: Despite the near-term softness, Super Micro surprised with an updated full-year guide, which implied a strong revenue inflection that the company expects will start a robust AI server revenue cycle.
The price target boost reflects increased conviction from the management team to meet regulatory deadlines.
Needham: Super Micro&#8217;s preliminary revenue and gross margin results fell slightly short of expectations as customers waited to order new Blackwell systems and aggressive pricing on Hopper products.
Bolton maintained his suspended rating as he awaited the filing of the annual and quarterly reports.
Investors can gain exposure to Super Micro through Vanguard Total Stock Market ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VTI#NYSE">VTI</a>) and Vanguard S&amp;P 500 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VOO#NYSE">VOO</a>).
Price Action:&nbsp;SMCI stock closed at $39.68 on Wednesday.
Also Read:
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<li><a href="https://www.benzinga.com/25/02/43442424/meta-outspends-apple-and-amazon-on-arvr-betting-big-on-future-of-smart-glasses-and-ai" target="_blank" rel="noreferrer noopener">Meta Bets Big on Future of Smart Glasses and AI, Outspends Apple and Amazon on AR/VR</a></li>
</ul>
Image via Shutterstock

Price Target

Reiteration

DELL

SSNLF

Super Micro Rides AI Server Boom, Analysts See Big 2026 Growth Despite Near-Term Challenges

Advanced Micro Devices Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) is at the center of the <a href="https://www.benzinga.com/topic/artificial-intelligence">AI-fueled semiconductor boom</a>, and traders now have fresh tools to ride—or short—the wave. 
Direxion has launched two new single-stock leveraged and inverse ETFs: Direxion Daily AMD Bull 2X Shares (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMUU#NASDAQ">AMUU</a>) and Direxion Daily AMD Bear 1X Shares (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMDD#NASDAQ">AMDD</a>). These funds are designed for traders looking to amplify their bets on AMD's daily swings—whether bullish or bearish.
<h2 class="wp-block-heading">A High-Stakes Way To Trade AMD</h2>
AMUU offers twice the daily performance of AMD stock, meaning if AMD rises 2%, AMUU is designed to jump 4% (before fees and expenses). On the flip side, AMDD lets traders bet against AMD, moving in the opposite direction of the chipmaker's stock price on a 1-to-1 basis.
AMD now joins Direxion's semiconductor-heavy lineup, which already includes Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Taiwan Semiconductor Manufacturing Co Ltd (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), Broadcom Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), and Micron Technology Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>). The timing is significant—AI-driven demand for high-performance chips is surging, and AMD is locked in an arms race with Nvidia for dominance in data centers and beyond.
Read Also: <a href="https://www.benzinga.com/news/24/10/41271262/broadcom-micron-traders-get-new-tools-with-direxions-latest-leveraged-bull-and-bear-etfs">Broadcom, Micron Traders Get New Tools With Direxion&#8217;s Latest Leveraged Bull And Bear ETFs</a>
<h2 class="wp-block-heading">Short-Term Trades, Not Long-Term Bets</h2>
But while these ETFs offer high-octane trading opportunities, they're not for long-term investors. Leveraged and inverse ETFs reset daily, making them ideal for active traders who closely monitor market moves. Holding them for too long can lead to unexpected performance due to compounding effects.
With AI reshaping the semiconductor landscape, AMD remains a battleground stock for bulls and bears alike. 
Now, Direxion's AMUU and AMDD offer traders a way to turn up the heat—whether they believe AMD is primed to soar or due for a correction.
Read Next: 
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<li><a href="https://www.benzinga.com/trading-ideas/long-ideas/25/02/43622437/meta-outperforms-magnificent-7-as-16-day-streak-puts-bulls-in-control">Meta Outperforms Magnificent 7 As 16-Day Streak Puts Bulls In Control</a></li>
</ul>
Photo: Shutterstock

AMD Traders Get New Leveraged ETFs As AI Chip Battle Heats Up

Meta Platforms Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) is reportedly in negotiations to acquire&nbsp;FuriosaAI Inc., a Seoul-based AI chip startup. The acquisition deal is expected to&nbsp;be finalized as early as&nbsp;this month.
What Happened: Mark Zuckerberg&#8216;s Meta is in discussions to acquire FuriosaAI, a South Korean AI chip startup founded by June Paik, a former Samsung (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>)and Advanced Micro Devices (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) engineer, according to a Forbes <a href="https://www.forbes.com/sites/johnkang/2025/02/11/meta-in-talks-to-buy-korean-ai-chip-startup-founded-by-samsung-engineer/">report</a> on Tuesday. FuriosaAI specializes in developing accelerators that optimize AI applications and has created its own AI chip, Warboy in 2021, after which it launched the advanced accelerator chip RNGD in August.
"RNGD will be an ideal choice for the large-scale deployment of advanced generative AI models such as Meta&#8217;s Llama 2 and Llama 3," stated FuriosaAI.
CEO Paik has previously highlighted the need for an alternative semiconductor ecosystem, citing the high cost and limited supply of Nvidia&#8217;s AI accelerators. FuriosaAI&#8217;s models reportedly offer a more cost-effective solution, with system chip construction costs amounting to about half of Nvidia&#8217;s.
SEE ALSO: <a href="https://www.benzinga.com/markets/equities/25/02/43591228/sam-altmans-openai-set-to-finalize-in-house-ai-chip-reducing-dependence-on-nvidia-report">Sam Altman&#8217;s OpenAI Set To Finalize In-House AI Chip, Reducing Dependence On Nvidia: Report</a>
Why It Matters: This move by the Zuckerberg-led company comes in the wake of aggressive AI initiatives that have been driving the company&#8217;s growth. According to Wedbush analyst Dan Ives, <a href="https://www.benzinga.com/25/02/43646615/top-analyst-says-metas-ai-push-could-add-100-per-share-while-tesla-faces-ev-headwindswhy-hes-still-bullish-on-musks-robotics-vision">Meta&#8217;s AI-driven monetization</a> strategy could potentially add an incremental $100 per share.
The acquisition talks are also happening at a time when Meta Platforms is looking to challenge&nbsp;Nvidia Corp&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)&nbsp;and lessen its strong dependence on the world&#8217;s leading GPU manufacturer for AI chips. Last month, Meta revealed that its capital expenditures could reach up to $65 billion in 2025, with a substantial share dedicated to AI infrastructure investments.
Conrad van Tienhoven, a portfolio manager at Riverpark Capital told Bloomberg, "I have long viewed Meta as the biggest beneficiary of AI outside of maybe Nvidia, and I think more people are coming around to that idea.&#8221; Tienhoven elucidated that Meta's investment has reshaped its approach to ad targeting and measurement, leading to enhanced growth and increased average revenue per user.
<ul>
<li>READ MORE: <a href="https://www.benzinga.com/insights/news/25/02/43644404/100-invested-in-nvidia-20-years-ago-would-be-worth-this-much-today">$100 Invested In NVIDIA 20 Years Ago Would Be Worth This Much Today</a></li>
</ul>
Image via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Mark Zuckerberg's Meta Eyes Acquisition Of Korean AI Chip Startup Founded By Former Samsung And AMD Engineer

On Tuesday, Cathie Wood-led Ark Invest executed several significant trades, including the sale of shares in Palantir Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>) and Robinhood Markets Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HOOD#NASDAQ">HOOD</a>). Ark purchased shares of Shopify Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SHOP#NYSE">SHOP</a>), Advanced Micro Devices Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), Taiwan Semiconductor Mfg. Co. Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), and Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>).
The Palantir Trade saw Ark Invest selling 252,261 shares of Palantir through its ARK Innovation ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ARKK#NYSE">ARKK</a>), ARK Next Generation Internet ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ARKW#NYSE">ARKW</a>) and Ark Fintech Innovation ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ARKF#NYSE">ARKF</a>). This sale is valued at approximately $28.4 million based on the latest closing price of $112.62.
The company&#8217;s strong fourth-quarter earnings report revealed revenue of $827.52 million, surpassing analyst expectations. Adjusted earnings per share also exceeded forecasts, contributing to the stock&#8217;s upward momentum. 
Earlier on Monday, Ark sold <a href="https://www.benzinga.com/25/02/43613535/cathie-wood-dumps-16-million-worth-of-palantir-stock-after-record-highs">almost $16 million </a>worth of Palantir shares after the stock hit record highs.
The Robinhood Trade involved Ark&#8217;s sale of 79,267 Robinhood shares via ARKW, as the company prepares for its fourth-quarter earnings report. Analysts anticipate a <a href="https://in.benzinga.com/25/02/43641644/robinhood-q4-earnings-preview-can-company-rebound-from-q3-miss-key-items-to-watch">significant revenue increase</a> compared to the previous year. Ark&#8217;s engagement with Robinhood suggests an optimistic outlook on the company&#8217;s potential rebound. 
The Shopify Trade involved Ark Invest&#8217;s purchase of 24,442 shares in Shopify through ARKW following the company&#8217;s robust fourth-quarter earnings. The trade was valued at $3.92 million, based on the stock&#8217;s closing price of $123.59 on Tuesday. 
Shopify reported a 31% year-over-year <a href="https://in.benzinga.com/news/earnings/25/02/43622684/shopify-q4-earnings-31-revenue-surge-free-cash-flow-growth-gmv-hits-94-5-billion">revenue increase</a> in the fourth quarter, reaching $2.81 billion, which exceeded analyst expectations. This marked the seventh consecutive quarter of over 25% revenue growth. 
The AMD Trade saw Ark Invest engaging with AMD, despite recent challenges. AMD&#8217;s shares experienced a decline after the company guided a 7% drop in first-quarter data center revenue. The fourth-quarter earnings report revealed <a href="https://in.benzinga.com/news/earnings/25/02/43502339/amd-shares-drop-after-ceo-guides-q1-data-center-revenue-down-7">data center revenues below expectations</a>, impacting investor sentiment. 
Ark bought 11,711 AMD shares via ARKW. The transaction was valued at $1.3 million. AMD shares ended Tuesday at $111.10.
The TSMC Trade saw Ark picking up 4,417 shares of the chipmaker through ARKW amid plans for a <a href="https://www.benzinga.com/government/regulations/25/02/43432143/taiwan-semiconductor-plans-massive-1nm-fab-25-in-taiwan-boosting-advanced-chipmaking-capacity">new 1nm fabrication facility</a> in Taiwan. The trade was valued at $922,004. For the day TSMC shares closed at $208.74.This expansion aims to boost advanced chipmaking capacity, positioning TSM for future growth. The strategic move aligns with global demand for semiconductor advancements. 
The Amazon Trade involved ARKF fund acquiring 19,726 shares of Amazon. With Amazon&#8217;s stock closing at $232.76, this purchase translates to an investment of approximately $4.59 million. This move aligns with recent analyst predictions, including those from <a href="https://www.benzinga.com/25/02/43472744/amazon-poised-for-strong-q4-with-aws-growth-and-north-america-retail-margin-expansion-says-bofa">BofA Securities</a>, which foresee Amazon&#8217;s strong performance in the fourth quarter, driven by AWS growth and improved retail margins in North America. The analyst maintained a Buy rating with a target price of $255, reflecting confidence in Amazon&#8217;s future potential.
Other Key Trades:
<ul>
<li>Sold 660,520 shares of Accolade Inc through ARKG.</li>
<li>Bought 44,653 shares of Illumina Inc through ARKK and 7,780 shares through ARKG.</li>
<li>Sold 517,713 shares of UiPath Inc through ARKK, 218,747 shares through ARKW and 41,189 shares through ARKW.</li>
<li>Bought 77,582 shares of PagerDuty Inc through ARKK and 22,632 through ARKW.</li>
</ul>
Image via Shutterstock
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</ul>
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>

Cathie Wood's Massive Tuesday Overhaul: Unloads $28.4M In Palantir, Dumps Robinhood, Swoops Up Tech Giants Shopify, AMD, TSMC And Amazon

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. 
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>INTC</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/21/25</td>
<td>$25.00</td>
<td>$59.2K</td>
<td>38.1K</td>
<td>36.5K</td>
</tr>
<tr>
<td>SMCI</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>02/14/25</td>
<td>$45.00</td>
<td>$35.9K</td>
<td>28.1K</td>
<td>18.1K</td>
</tr>
<tr>
<td>PLTR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>02/14/25</td>
<td>$115.00</td>
<td>$28.9K</td>
<td>21.3K</td>
<td>16.0K</td>
</tr>
<tr>
<td>AAPL</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>02/21/25</td>
<td>$230.00</td>
<td>$33.6K</td>
<td>15.5K</td>
<td>11.3K</td>
</tr>
<tr>
<td>NVDA</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>02/21/25</td>
<td>$120.00</td>
<td>$45.3K</td>
<td>89.7K</td>
<td>9.1K</td>
</tr>
<tr>
<td>IREN</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>09/19/25</td>
<td>$15.00</td>
<td>$578.2K</td>
<td>50</td>
<td>5.0K</td>
</tr>
<tr>
<td>CFLT</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>02/21/25</td>
<td>$40.00</td>
<td>$35.3K</td>
<td>4.0K</td>
<td>3.0K</td>
</tr>
<tr>
<td>FSLR</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>04/17/25</td>
<td>$180.00</td>
<td>$45.6K</td>
<td>572</td>
<td>1.9K</td>
</tr>
<tr>
<td>WDC</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>04/17/25</td>
<td>$75.00</td>
<td>$26.7K</td>
<td>14.3K</td>
<td>1.9K</td>
</tr>
<tr>
<td>AMD</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>02/28/25</td>
<td>$112.00</td>
<td>$38.7K</td>
<td>2.5K</td>
<td>1.3K</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These itemized elaborations have been created using the accompanying table. 
• For INTC (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), we notice a call option sweep that happens to be bullish, expiring in 38 day(s) on March 21, 2025. This event was a transfer of 1162 contract(s) at a $25.00 strike. This particular call needed to be split into 20 different trades to become filled. The total cost received by the writing party (or parties) was $59.2K, with a price of $51.0 per contract. There were 38144 open contracts at this strike prior to today, and today 36565 contract(s) were bought and sold. 
• Regarding SMCI (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>), we observe a call option sweep with bearish sentiment. It expires in 3 day(s) on February 14, 2025. Parties traded 151 contract(s) at a $45.00 strike. This particular call needed to be split into 17 different trades to become filled. The total cost received by the writing party (or parties) was $35.9K, with a price of $238.0 per contract. There were 28102 open contracts at this strike prior to today, and today 18199 contract(s) were bought and sold. 
• Regarding PLTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>), we observe a call option sweep with neutral sentiment. It expires in 3 day(s) on February 14, 2025. Parties traded 105 contract(s) at a $115.00 strike. This particular call needed to be split into 5 different trades to become filled. The total cost received by the writing party (or parties) was $28.9K, with a price of $276.0 per contract. There were 21361 open contracts at this strike prior to today, and today 16068 contract(s) were bought and sold. 
• For AAPL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), we notice a put option sweep that happens to be bearish, expiring in 10 day(s) on February 21, 2025. This event was a transfer of 190 contract(s) at a $230.00 strike. This particular put needed to be split into 14 different trades to become filled. The total cost received by the writing party (or parties) was $33.6K, with a price of $177.0 per contract. There were 15505 open contracts at this strike prior to today, and today 11397 contract(s) were bought and sold. 
• Regarding NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we observe a put option sweep with bullish sentiment. It expires in 10 day(s) on February 21, 2025. Parties traded 687 contract(s) at a $120.00 strike. This particular put needed to be split into 39 different trades to become filled. The total cost received by the writing party (or parties) was $45.3K, with a price of $66.0 per contract. There were 89765 open contracts at this strike prior to today, and today 9165 contract(s) were bought and sold. 
• For IREN (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/IREN#NASDAQ">IREN</a>), we notice a put option sweep that happens to be bullish, expiring in 220 day(s) on September 19, 2025. This event was a transfer of 1314 contract(s) at a $15.00 strike. This particular put needed to be split into 23 different trades to become filled. The total cost received by the writing party (or parties) was $578.2K, with a price of $440.0 per contract. There were 50 open contracts at this strike prior to today, and today 5020 contract(s) were bought and sold. 
• Regarding CFLT (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CFLT#NASDAQ">CFLT</a>), we observe a call option sweep with bullish sentiment. It expires in 10 day(s) on February 21, 2025. Parties traded 1182 contract(s) at a $40.00 strike. This particular call needed to be split into 44 different trades to become filled. The total cost received by the writing party (or parties) was $35.3K, with a price of $30.0 per contract. There were 4079 open contracts at this strike prior to today, and today 3060 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 trade with bearish sentiment. It expires in 65 day(s) on April 17, 2025. Parties traded 50 contract(s) at a $180.00 strike. The total cost received by the writing party (or parties) was $45.6K, with a price of $913.0 per contract. There were 572 open contracts at this strike prior to today, and today 1984 contract(s) were bought and sold. 
• Regarding WDC (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WDC#NASDAQ">WDC</a>), we observe a call option trade with bearish sentiment. It expires in 65 day(s) on April 17, 2025. Parties traded 106 contract(s) at a $75.00 strike. The total cost received by the writing party (or parties) was $26.7K, with a price of $252.0 per contract. There were 14388 open contracts at this strike prior to today, and today 1952 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 17 day(s) on February 28, 2025. This event was a transfer of 100 contract(s) at a $112.00 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 $38.7K, with a price of $387.0 per contract. There were 2598 open contracts at this strike prior to today, and today 1354 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.

AAPL

CFLT

FSLR

IREN

10 Information Technology Stocks Whale Activity In Today's Session

Advanced Micro Devices, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) inked a Letter of Intent with France's Commissariat à l&#8217;énergie atomique et aux énergies alternatives (CEA) to collaborate <a target="_blank" href="https://www.benzinga.com/pressreleases/25/02/g43615743/amd-and-the-commissariat-l-nergie-atomique-et-aux-nergies-alternatives-cea-to-collaborate-on-the-f" rel="noreferrer noopener">on advanced AI computing technologies</a>.
The partnership aims to develop energy-efficient systems for high-performance AI workloads across sectors such as energy and medicine.
As part of this initiative, AMD and CEA will collaborate to advance next-generation AI computing infrastructure.
Read: <a target="_blank" href="https://www.benzinga.com/analyst-ratings/analyst-color/25/02/43505678/amds-ai-ambitions-face-nvidias-dominance-analysts-see-growth-but-challenges-remain" rel="noreferrer noopener">AMD&#8217;s AI Ambitions Face NVIDIA&#8217;s Dominance—Analysts See Growth, But Challenges Remain</a>
Ralph Wittig, Corporate Fellow and head of research, AMD said, &#8220;Through this collaboration with CEA and leading French engineers, we aim to bring cutting-edge AI research closer to real-world applications by advancing system architectures that meet the demands of tomorrow&#8217;s AI workloads, while growing the joint research and development opportunities between the U.S. and France.&#8221;
Julie Galland, Director of the Technological Research division at CEA, stated, &#8221;Our collaboration with AMD represents a significant step toward fostering international cooperation in high-performance computing, bringing together world-class expertise to address the growing demands of AI workloads.&#8221;
&#8220;By combining CEA&#8217;s research leadership with AMD&#8217;s cutting-edge technology, we aim to develop breakthrough solutions that will shape the future of AI computing in Europe and beyond.&#8221;
Last week, AMD reported fourth-quarter revenue of $7.66 billion, beating&nbsp;analyst estimates of $7.53 billion, and adjusted earnings of $1.09 per share, beating <a target="_blank" href="https://www.benzinga.com/news/earnings/25/02/43480688/amd-q4-earnings-revenue-beat-eps-beat-data-center-continued-growth" rel="noreferrer noopener">analyst estimates of $1.08 per share</a>.
Investors can gain exposure to the stock via Amplify Video Game Leaders ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GAMR#NYSE">GAMR</a>) and VanEck Video Gaming and eSports ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ESPO#NASDAQ">ESPO</a>).
Price Action: AMD shares are down 1.18% at $111.78 at the last check Tuesday.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/tech/25/02/43608591/taiwan-semiconductors-trillion-dollar-valuation-the-chipmaker-enabling-ai-boom" target="_blank" rel="noreferrer noopener">Taiwan Semiconductor&#8217;s Trillion-Dollar Valuation: The Chipmaker Enabling AI Boom</a></li>
</ul>
Image via Shutterstock.

Large Cap

Contracts

ESPO

GAMR

AMD Expands AI Research With CEA Partnership, Aiming for Energy-Efficient Computing

Deep-pocketed investors have adopted a bullish approach towards Advanced Micro Devices (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in AMD usually suggests something big is about to happen.
We gleaned this information from our observations today when Benzinga's options scanner highlighted 10 extraordinary options activities for Advanced Micro Devices. This level of activity is out of the ordinary.
The general mood among these heavyweight investors is divided, with 60% leaning bullish and 20% bearish. Among these notable options, 5 are puts, totaling $223,942, and 5 are calls, amounting to $158,797.
<h3>Projected Price Targets</h3>
Based on the trading activity, it appears that the significant investors are aiming for a price territory stretching from $95.0 to $200.0 for Advanced Micro Devices over the recent three months. 
<h3>Insights into Volume &amp; Open Interest</h3>
Looking at the volume and open interest is a powerful move while trading options. This data can help you track the liquidity and interest for 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 trades within a strike price range from $95.0 to $200.0 in the last 30 days. 
<h3>Advanced Micro Devices Option Activity Analysis: Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1739285146_0.png" alt="Options Call Chart" />
<h3>Biggest Options Spotted:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>AMD</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>12/18/26</td>
<td>$76.8</td>
<td>$73.0</td>
<td>$73.45</td>
<td>$180.00</td>
<td>$88.1K</td>
<td>304</td>
<td align="right">12</td>
</tr>
<tr>
<td>AMD</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$5.75</td>
<td>$5.65</td>
<td>$5.65</td>
<td>$95.00</td>
<td>$44.0K</td>
<td>3.7K</td>
<td align="right">73</td>
</tr>
<tr>
<td>AMD</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/15/27</td>
<td>$31.35</td>
<td>$31.2</td>
<td>$31.35</td>
<td>$110.00</td>
<td>$37.6K</td>
<td>2.3K</td>
<td align="right">3</td>
</tr>
<tr>
<td>AMD</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>02/14/25</td>
<td>$1.75</td>
<td>$1.73</td>
<td>$1.75</td>
<td>$110.00</td>
<td>$35.0K</td>
<td>6.7K</td>
<td align="right">968</td>
</tr>
<tr>
<td>AMD</td>
<td>CALL</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>02/28/25</td>
<td>$6.85</td>
<td>$6.8</td>
<td>$6.8</td>
<td>$105.00</td>
<td>$33.9K</td>
<td>4.4K</td>
<td align="right">50</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.
<h3>Current Position of Advanced Micro Devices</h3>
<ul>
<li>With a trading volume of 929,896, the price of AMD is down by -0.73%, reaching $109.67.</li>
<li>Current RSI values indicate that the stock is is currently neutral between overbought and oversold.</li>
<li>Next earnings report is scheduled for 77 days from now.</li>
</ul>
<h3>What Analysts Are Saying About Advanced Micro Devices</h3>
Over the past month, 5 industry analysts have shared their insights on this stock, proposing an average target price of $167.0.
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;utm_source=benzinga-insights">Click here for access</a>. 
&#x2A; An analyst from Rosenblatt has decided to maintain their Buy rating on Advanced Micro Devices, which currently sits at a price target of $250. 
&#x2A; An analyst from Benchmark persists with their Buy rating on Advanced Micro Devices, maintaining a target price of $170. 
&#x2A; An analyst from B of A Securities persists with their Neutral rating on Advanced Micro Devices, maintaining a target price of $135. 
&#x2A; Consistent in their evaluation, an analyst from Wells Fargo keeps a Overweight rating on Advanced Micro Devices with a target price of $140. 
&#x2A; Maintaining their stance, an analyst from Barclays continues to hold a Overweight rating for Advanced Micro Devices, targeting a price of $140. 
Options trading presents higher risks and potential rewards. Astute traders manage these risks by continually educating themselves, adapting their strategies, monitoring multiple indicators, and keeping a close eye on market movements. Stay informed about the latest Advanced Micro Devices options trades with real-time alerts from <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a>.

Smart Money Is Betting Big In AMD Options

<ul>
<li>SMCI</li>
<li>TSLA</li>
<li>NVDA</li>
<li>PLTR</li>
<li>GOOGL</li>
<li>ACHR</li>
<li>GLD</li>
<li>AAPl</li>
<li>META</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;

ACHR

GOOGL

TSLA

Top 10 Trending Stocks On WallStreetBets As Of February 11, 2025 (Via Swaggy Stocks)

<a href="https://www.wsj.com/tech/ai/vance-warns-u-s-allies-to-keep-ai-regulation-light-aa33c008?mod=latest_headlines" title="https://www.wsj.com/tech/ai/vance-warns-u-s-allies-to-keep-ai-regulation-light-aa33c008?mod=latest_headlines">https://www.wsj.com/tech/ai/vance-warns-u-s-allies-to-keep-ai-regulation-light-aa33c008?mod=latest_headlines</a>

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iShares PHLX SOX Semiconductor Sector Index Fund

SOXX

'Vance Warns U.S. Allies To Keep AI Regulation Light' - Wall Street Journal

AMD Inks Letter of Intent With French Alternative Energies And Atomic Energy Commission (CEA) To Partner On The Future Of AI Compute

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 256%</a> in the last five years as it succeeded in tapping the artificial intelligence boom as a leading contract chipmaker.
It manufactures chips for everything from Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and Broadcom Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>) processors to chips for Tesla Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) electric vehicles, especially their Full Self-Driving (FSD) systems, to Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) smartphones.
All the aforementioned companies command over a trillion-dollar market cap. International Data Corp expects Taiwan Semiconductor to command a 67% share of the <a href="https://www.benzinga.com/government/regulations/25/01/42947562/taiwan-semiconductor-begins-4nm-chip-production-in-arizona-eyes-11-4-billion-q4-profit" target="_blank" rel="noreferrer noopener">global foundry market</a> in 2025.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/02/43502533/harley-davidson-q4-earnings-struggles-with-sales-drop-but-new-touring-models-boost-market-share" rel="noreferrer noopener">Harley-Davidson Struggles With Sales Drop In Q4, But New Touring Models Boost Market Share</a>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="750" height="650" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/10115024/newplot-5.png" alt="" class="wp-image-774936" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/10115024/newplot-5.png 750w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/10115024/newplot-5-300x260.png 300w" sizes="(max-width: 750px) 100vw, 750px" /></figure>
Reportedly, Taiwan Semiconductor is set for&nbsp;<a target="_blank" href="https://www.benzinga.com/government/regulations/25/01/42843001/taiwan-semiconductor-ramps-up-production-in-japan-us-and-germany-to-diversify-away-from-china" rel="noreferrer noopener">full-capacity production</a> in the U.S. and Germany after commercializing its debut Japanese chip plant in Kikuyo, Kumamoto Prefecture, last December.
Its total investment&nbsp;in the U.S. stands at $65 billion, where Apple is its largest customer. Also, Nvidia is&nbsp;exploring the production&nbsp;of the front-end process of Blackwell AI chips at Taiwan Semiconductor's Arizona plant.
Meanwhile, the chipmaker remains committed to its <a target="_blank" href="https://www.benzinga.com/government/regulations/25/02/43432143/taiwan-semiconductor-plans-massive-1nm-fab-25-in-taiwan-boosting-advanced-chipmaking-capacity" rel="noreferrer noopener">ambitions for domestic expansion</a>. It plans to build a massive 1nm fab in Tainan and expand advanced chip production with six new 12-inch plants. It also targets 1nm and 1.4nm expansion in Taiwan.
The contract chipmaker's move reflects continued demand for Nvidia GPU growth and production of custom-made ASIC chips for Broadcom and Advanced Micro Devices, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), which cater to smartphones, PCs, automotive, and other applications.
All the aforementioned semiconductor companies were beneficiaries of the AI boom. Reportedly, a third of the <a target="_blank" href="https://www.benzinga.com/media/25/01/42762874/broadcom-thrives-with-114-stock-surge-in-ai-boom-while-intel-faces-steep-decline" rel="noreferrer noopener">ten global companies</a> worth over $1 trillion came from the chip industry.
The Taiwanese chipmaker's stock gained 59% in the last 12 months, reaching a trillion-dollar valuation as U.S. Big Tech giants, including Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), Amazon.Com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), Alphabet Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>), Meta Platforms Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>), and Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), splurge on their AI data center ambitions to tap the growing demand for AI and cloud computing.
Daniel Ives of Wedbush told Reuters he <a target="_blank" href="https://www.benzinga.com/25/01/42793394/nvidias-2-trillion-ai-rally-fueled-by-chips-startups-and-robotics" rel="noreferrer noopener">expects tech stocks</a> to surge 25% in 2025, backed by Trump's regulatory policies and AI capital expenditures.
On February 10, Taiwan Semiconductor disclosed that it expects first-quarter revenue at the lower end of $25 billion—$25.8 billion (versus the&nbsp;$24.97 billion consensus estimate) as the <a target="_blank" href="https://pr.tsmc.com/english/news/3204" rel="noreferrer noopener">January 2025 earthquake</a> in Taiwan affected its operations.
However, the chipmaker reiterated its gross margin outlook of 57%—59%. The margin outlook signifies the chipmaker's AI chip moat, differentiating it from Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) and Samsung Electronics (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>).
Taiwan Semiconductor's <a target="_blank" href="https://www.benzinga.com/news/earnings/25/01/43022654/taiwan-semiconductor-q4-earnings-3nm-and-5nm-nodes-lead-topline-growth-expands-margins-issues-strong-q1-outlook" rel="noreferrer noopener">fourth-quarter revenue</a> hit $26.88 billion, up 38.8% (versus a consensus estimate of $26.28 billion), driven by demand for AI chips and advanced node technologies.
As its 3-nm and 5-nm chips gained traction, its gross margins expanded by 600 bps to 59%.
The Taiwanese chipmaker committed fiscal 2025 capex worth $38 billion—$42 billion (versus $29.8 billion a year ago), signifying continued AI momentum.
Taiwan Semiconductor trades at a PE ratio of 29.9x versus Nvidia's 51.3x and Apple's 36.1x.
Goldman Sachs' Bruce Lu&nbsp;had <a target="_blank" href="https://www.benzinga.com/25/01/42825523/taiwan-semi-likely-for-upside-backed-by-ai-demand-and-advanced-node-pricing-analyst-says" rel="noreferrer noopener">expressed optimism over</a> Taiwan Semiconductor's prospects, citing AI demand and advanced node growth. In 2025, Taiwan Semiconductor's price hikes for 3 and 5-nm nodes (while Intel and Samsung grappled with their AI technology) could boost its margins to over 59%.
Taiwan Semiconductor aggressively expanded its CoWoS capacity in 2024 and will double its capacity again in 2025. Lu sought Taiwan Semiconductor's view on potential new applications beyond AI, such as PCs or smartphones that will also adopt the CoWoS technology.
Taiwan Semiconductor has around 31.6 million shares in the U.S.&nbsp;ETF&nbsp;market. The largest&nbsp;ETF&nbsp;holder is the VanEck Semiconductor&nbsp;ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMH#NASDAQ">SMH</a>) with approximately 16.60 million shares.
Price Action:&nbsp;TSM stock closed higher by 0.89% to $207.95 on Monday.
Also Read:
<ul>
<li><a href="https://www.benzinga.com/news/earnings/25/02/43501055/fiserv-q4-earnings-merchant-financial-solutions-fuel-growth-double-digit-outlook-for-2025" target="_blank" rel="noreferrer noopener">Fiserv Q4 Earnings: Merchant, Financial Solutions Fuel Growth, Double-Digit Outlook For 2025</a></li>
</ul>
Image via Shutterstock

GOOG

Taiwan Semiconductor's Trillion-Dollar Valuation: The Chipmaker Enabling AI Boom

WIIM

AKAM

BNAI

CSAI

MOBBW

MOBX

SPCB

VNET

Shares of companies within the broader tech sector are trading higher amid a possible rebound after falling last week due to AI competition concerns related to China's DeepSeek AI model.

<ul>
<li>NVDA</li>
<li>TSLA</li>
<li>BBAI</li>
<li>SMCI</li>
<li>GLD</li>
<li>PLTR</li>
<li>RDDT</li>
<li>AMD</li>
<li>GOOGL</li>
<li>NBIS</li>
</ul>
Data from <a href="https://swaggystocks.com/dashboard/wallstreetbets/ticker-sentiment">https://swaggystocks.com/dashboard/wallstreetbets/ticker-sentiment</a>
&nbsp;

BBAI

NBIS

RDDT

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

A federal appeals court in San Francisco showed skepticism toward Alphabet Inc.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) efforts to overturn a jury verdict in favor <a href="https://www.benzinga.com/25/02/43453177/googles-fight-against-epic-gamess-antitrust-win-hits-roadblocks-judges-say-apple-case-doesnt-apply" target="_blank" rel="noreferrer noopener">of </a><a href="https://www.benzinga.com/25/02/43453177/googles-fight-against-epic-gamess-antitrust-win-hits-roadblocks-judges-say-apple-case-doesnt-apply" target="_blank" rel="noreferrer noopener">Fortine</a><a href="https://www.benzinga.com/25/02/43453177/googles-fight-against-epic-gamess-antitrust-win-hits-roadblocks-judges-say-apple-case-doesnt-apply" target="_blank" rel="noreferrer noopener">-maker</a><a href="https://www.benzinga.com/25/02/43453177/googles-fight-against-epic-gamess-antitrust-win-hits-roadblocks-judges-say-apple-case-doesnt-apply" target="_blank" rel="noreferrer noopener"> Epic Games</a>.
Afederal judge decided that parts of&nbsp;Elon Musk's&nbsp;lawsuit against&nbsp;OpenAI&nbsp;will advance to trial. This legal battle centers on Musk's efforts to halt OpenAI's <a target="_blank" href="https://www.benzinga.com/25/02/43484737/chatgpt-maker-openais-future-hangs-in-the-balance-as-judge-says-musks-lawsuit-will-partially-proceed-to-trial" rel="noreferrer noopener">transition to&nbsp;a for-profit model</a>.
Earnings Results
Spotify Technology&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPOT#NYSE">SPOT</a>) reported fourth-quarter&nbsp;earnings of $1.88 per share, which missed the&nbsp;analyst consensus estimate of $2.06 and sales of $4.53 billion (4.24 billion euros), up by 16% year-on-year, which beat the analyst <a target="_blank" href="https://www.benzinga.com/news/earnings/25/02/43463926/spotify-q4-earnings-revenue-beat-higher-arpu-and-premium-growth-drive-profitability-issues-strong-q" rel="noreferrer noopener">consensus estimate of $4.15 billion</a>.
Take-Two Interactive Software, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TTWO#NASDAQ">TTWO</a>) &nbsp;reported third-quarter revenue of $1.37 billion, missing analyst estimates of $1.39 billion and adjusted earnings of 72 cents per share, beating analyst <a target="_blank" href="https://www.benzinga.com/25/02/43548484/take-two-interactive-software-q3-earnings-revenue-miss-eps-beat-bookings-up" rel="noreferrer noopener">estimates of 57 cents per share</a>.
Palantir Technologies Inc&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>) reported&nbsp;fourth-quarter&nbsp;revenue of&nbsp;$827.52 million, beating the&nbsp;consensus estimate of&nbsp;$775.91 million. The company reported&nbsp;fourth-quarter&nbsp;adjusted earnings of 14 cents per share, beating analyst estimates <a target="_blank" href="https://www.benzinga.com/news/earnings/25/02/43449486/palantir-q4-earnings-revenue-beat-eps-beat-us-revenue-up-52-customer-count-up-43-strong-guidance-th" rel="noreferrer noopener">of 11 cents per share</a>.
Smartphones
Apple Inc.&#8216;s&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) Watch Series 10&nbsp;users are reportedly voicing their dissatisfaction over the limited selection of watch faces available, <a target="_blank" href="https://www.benzinga.com/media/25/02/43425734/apple-watch-faces-are-a-mess-series-10s-biggest-feature-is-limited-to-just-four-faces-frustrating-users" rel="noreferrer noopener">despite the device's advanced features</a>.
Apple&nbsp;is reportedly gearing up to unveil five new products in March, including the iPhone SE 4, M4 <a target="_blank" href="https://www.benzinga.com/tech/25/02/43428732/apples-spring-2025-lineup-iphone-se-4-m4-macbook-air-and-more-expected-soon" rel="noreferrer noopener">MacBook Air, and a new iPad Air</a>.
Apple&nbsp;has increased the monthly subscription cost for its&nbsp;AppleCare+&nbsp;service <a target="_blank" href="https://www.benzinga.com/media/25/02/43485288/apple-raises-monthly-applecare-prices-for-all-iphones-and-you-can-no-longer-buy-the-warranty-upfront-in-stores" rel="noreferrer noopener">across all iPhone models in the U.S</a>.&nbsp;
Samsung Electronics Co.&#8216;s&nbsp;(OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>) Galaxy S25 Ultra&nbsp;is available at a significantly lower price than<a target="_blank" href="https://www.benzinga.com/tech/25/02/43429568/samsung-offers-galaxy-s25-ultra-at-a-discount-of-up-to-1020-making-it-3x-cheaper-than-apples-iphone-16-pro-heres-how-you-can-get-it-for-almost-free" rel="noreferrer noopener">&nbsp;</a><a target="_blank" href="https://www.benzinga.com/tech/25/02/43429568/samsung-offers-galaxy-s25-ultra-at-a-discount-of-up-to-1020-making-it-3x-cheaper-than-apples-iphone-16-pro-heres-how-you-can-get-it-for-almost-free" rel="noreferrer noopener">Apple Inc.&#8217;s</a><a target="_blank" href="https://www.benzinga.com/tech/25/02/43429568/samsung-offers-galaxy-s25-ultra-at-a-discount-of-up-to-1020-making-it-3x-cheaper-than-apples-iphone-16-pro-heres-how-you-can-get-it-for-almost-free" rel="noreferrer noopener">&nbsp;</a><a target="_blank" href="https://www.benzinga.com/tech/25/02/43429568/samsung-offers-galaxy-s25-ultra-at-a-discount-of-up-to-1020-making-it-3x-cheaper-than-apples-iphone-16-pro-heres-how-you-can-get-it-for-almost-free" rel="noreferrer noopener">iPhone 16 Pro</a>.&nbsp;
Technology &amp; Online Retail
LinkedIn, owned by&nbsp;Microsoft Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>),&nbsp;Indeed&nbsp;and&nbsp;Greenhouse&nbsp;have all introduced new AI-powered tools designed to help job seekers gauge their chances of <a target="_blank" href="https://www.benzinga.com/25/02/43425534/linkedin-and-indeed-are-finally-holding-employers-accountable-new-ai-tools-will-show-job-seekers-their-chances-of-getting-a-response" rel="noreferrer noopener">receiving responses from potential employers</a>.
Nvidia Corp.&#8217;s&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) GeForce RTX 5090&nbsp;and&nbsp;5080&nbsp;graphics&nbsp;cards have sold out&nbsp;almost immediately after their release. However, gaming enthusiasts can still acquire these powerful GPUs through <a target="_blank" href="https://www.benzinga.com/25/02/43428596/rtx-5090-and-5080-are-sold-outbut-you-can-still-get-one-with-these-high-end-prebuilt-gaming-pcs" rel="noreferrer noopener">high-end prebuilt gaming PCs</a>.
Microsoft has quietly removed a workaround that allowed users to install&nbsp;<a target="_blank" href="https://www.benzinga.com/25/02/43455003/windows-11-disaster-microsoft-quietly-removes-workaround-for-unsupported-pcs-leaving-millions-stranded" rel="noreferrer noopener">Windows 11</a><a target="_blank" href="https://www.benzinga.com/25/02/43455003/windows-11-disaster-microsoft-quietly-removes-workaround-for-unsupported-pcs-leaving-millions-stranded" rel="noreferrer noopener">&nbsp;on unsupported PCs</a>.
Microsoft has recruited top talent from&nbsp;Google DeepMind. This recruitment is part of an effort led by&nbsp;Mustafa Suleyman&nbsp;to <a target="_blank" href="https://www.benzinga.com/tech/25/02/43518599/microsoft-poaches-top-deepmind-ai-talent-behind-googles-podcasting-feature-mustafa-suleymans-zurich-ai-lab-expands" rel="noreferrer noopener">expand Microsoft's AI lab in Zurich</a>.
Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) decided not to comply with the European Union's AI Code of Practice.&nbsp;Joel Kaplan, the new head of global affairs at Meta, made this announcement, escalating the company's<a target="_blank" href="https://www.benzinga.com/25/02/43487588/metas-global-affairs-head-dismisses-eus-ai-regulations-reignites-regulatory-tensions-for-the-mark-zuckerberg-led-tech-giant" rel="noreferrer noopener"> ongoing disputes with European regulators</a>.
Alphabet CEO&nbsp;Sundar Pichai&nbsp;hinted at potential future monetization strategies for Gemini AI, <a target="_blank" href="https://www.benzinga.com/25/02/43488268/googles-gemini-ai-could-soon-include-adssundar-pichai-hints-at-future-monetization-beyond-subscriptions" rel="noreferrer noopener">including the introduction of ads</a>.
Amazon.com, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>)&nbsp;is gearing up to introduce a&nbsp;major AI upgrade&nbsp;to its&nbsp;Alexa&nbsp;voice assistant with a press event <a target="_blank" href="https://www.benzinga.com/media/25/02/43517995/amazons-remarkable-alexa-is-coming-heres-what-to-expect-from-the-ai-overhaul-and-its-potential-10-monthly-fee" rel="noreferrer noopener">reportedly in New York on Feb. 26</a>.
Artificial Intelligence (AI)
OpenAI&nbsp;revealed a new feature for ChatGPT&nbsp;called "deep research," which autonomously plans and executes multi-step data searches. This feature allows users to input questions using text, images, <a target="_blank" href="https://www.benzinga.com/tech/25/02/43425315/openais-deep-research-promises-ai-powered-analysis-heres-what-it-can-and-cant-do" rel="noreferrer noopener">and files like PDFs or spreadsheets</a>.
OpenAI&nbsp;introduced a comprehensive rebranding initiative <a target="_blank" href="https://www.benzinga.com/tech/25/02/43485775/openais-big-rebrand-chatgpt-parent-wants-to-reflect-a-more-organic-future-with-new-logo-typeface" rel="noreferrer noopener">featuring a new logo and typeface</a>.
OpenAI is contemplating a shift in its open-source strategy as it faces&nbsp;mounting competition from&nbsp;<a target="_blank" href="https://www.benzinga.com/25/02/43426111/openai-rethinks-open-source-as-deepseek-gains-ground-sam-altman-hints-at-major-changes-in-ai-model-development" rel="noreferrer noopener">Chinese companies like&nbsp;</a><a target="_blank" href="https://www.benzinga.com/25/02/43426111/openai-rethinks-open-source-as-deepseek-gains-ground-sam-altman-hints-at-major-changes-in-ai-model-development" rel="noreferrer noopener">DeepSeek</a>.
Advanced Micro Devices Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) CEO&nbsp;Lisa Su&nbsp;has addressed&nbsp;DeepSeek&#8217;s&nbsp;AI advancements and their potential <a target="_blank" href="https://www.benzinga.com/tech/25/02/43487668/amd-ceo-lisa-su-on-deepseeks-ai-disruption-training-and-inference-with-less-infrastructure-is-a-good-thingbut-gpus-not-asics-will-still-power-the-future-of-ai-chips" rel="noreferrer noopener">impact on the semiconductor market</a>.
Alphabet CEO&nbsp;Sundar Pichai&nbsp;recognized the progress made by China's&nbsp;DeepSeek&nbsp;but said that&nbsp;Google's Gemini&nbsp;remains ahead in <a target="_blank" href="https://www.benzinga.com/25/02/43487551/sundar-pichai-acknowledges-deepseeks-ai-advancementsbut-says-googles-gemini-still-leads-in-cost-performance-and-latency" rel="noreferrer noopener">efficiency, cost, and performance</a>.
Aravind Srinivas, CEO of&nbsp;Jeff Bezos-backed&nbsp;Perplexity AI, believes many startup founders fail because they chase market trends instead of working<a target="_blank" href="https://www.benzinga.com/tech/25/02/43452421/aravind-srinivas-ceo-of-jeff-bezos-backed-perplexity-reveals-why-most-startups-fail-the-thing-that-most-people-get-wrong" rel="noreferrer noopener"> on problems they truly care about</a>.
Palantir&nbsp;advised its clients to avoid using AI models <a target="_blank" href="https://www.benzinga.com/25/02/43453280/peter-thiels-palantir-sounds-alarm-on-chinas-deepseek-citing-national-security-threat-but-says-it-wont-drop-clients-who-use-it" rel="noreferrer noopener">from Chinese startup&nbsp;</a><a target="_blank" href="https://www.benzinga.com/25/02/43453280/peter-thiels-palantir-sounds-alarm-on-chinas-deepseek-citing-national-security-threat-but-says-it-wont-drop-clients-who-use-it" rel="noreferrer noopener">DeepSeek</a>.
Palantir chief technology officer&nbsp;Shyam Sankar&nbsp;warned that the U.S. is in an &#8220;AI arms race&#8221; with China, calling for&nbsp;urgent action&nbsp;to maintain dominance as the<a target="_blank" href="https://www.benzinga.com/tech/25/02/43453553/palantirs-shyam-sankar-us-is-at-war-with-china-in-ai-and-the-time-to-act-was-yesterday" rel="noreferrer noopener"> race for artificial intelligence escalates</a>.

SPOT

TTWO

Consumer Tech News (Feb 3-Feb 7): Meta Plans Not To Comply With The EU AI Code Of Practice, Apple Raises AppleCare+ Service' Subscription Cost & More

Benzinga examined the prospects for <a href="http://www.benzinga.com/trading-ideas">many investors&#8217; favorite stocks</a> over the last week — here&#8217;s a look at some of our top stories.
All three major indexes declined for the week, with the Dow Jones Industrial Average, which is tracked by the SPDR Dow Jones Industrial Average ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIA#NYSE">DIA</a>), snapping a three-week winning streak, falling 0.54%, while the S&amp;P 500 Index, tracked by the SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>), lost 0.24%, and the Nasdaq-100 Index, tracked by the Invesco QQQ Trust (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>), dropped 0.53%. 
January's jobs report showed mixed signals, as nonfarm payrolls rose by 143,000—well below December's 307,000—while unemployment edged lower and <a href="https://www.benzinga.com/economics/macro-economic-events/25/02/43559446/us-economy-adds-fewer-than-expected-jobs-in-january-unemployment-slows-wage-growth-spikes">wages exceeded expectations</a>.
The University of Michigan's consumer sentiment index unexpectedly fell in February, citing rising inflation expectations, which the report linked to concerns over higher Trump-era tariffs. 
Gold, tracked by the SPDR Gold Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GLD#NYSE">GLD</a>), surged past $2,850 per ounce to new all-time highs, extending its six-week rally as investors sought safety amid inflation fears <a href="https://www.benzinga.com/25/02/43574339/magnificent-seven-slip-inflation-fears-grip-consumers-gold-hits-record-highs">and economic uncertainty</a>.
Benzinga provides daily reports on the stocks most popular with investors. Here are a few of this past week&#8217;s most bullish and bearish posts that are worth another look.
<h3 class="wp-block-heading">The Bulls</h3>
&#8220;<a href="https://www.benzinga.com/news/earnings/25/02/43480688/amd-q4-earnings-revenue-beat-eps-beat-data-center-continued-growth">AMD Q4 Earnings: Revenue Beat, EPS Beat, Data Center Up 69%, &#8216;Clear Opportunities&#8217; For Continued Growth And More</a>,&#8221; by&nbsp;<a href="https://www.benzinga.com/author/adam-eckert">Adam Eckert</a>, reports Advanced Micro Devices, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) surpassing estimates with $7.66 billion in Q4 revenue and $1.09 EPS, driven by a 69% jump in data center sales, while gaming revenue declined 59% year-over-year.
&#8220;<a href="https://www.benzinga.com/trading-ideas/movers/25/02/43453368/xrp-erases-black-sunday-losses-with-20-surge-as-jack-dorsey-posts-intriguing-video-featuring-bitcoin-bull-michael-saylor">XRP Erases &#8216;Black Sunday&#8217; Losses With 20% Surge As Jack Dorsey Posts Intriguing Video Featuring Bitcoin Bull Michael Saylor</a>,&#8221; by&nbsp;<a href="https://www.benzinga.com/author/aniket-verma">Aniket Verma</a>, reports on XRP (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/xrp/usd">XRP</a>) rallying 20% after Donald Trump&#8217;s temporary tariff relief, while a viral video from Jack Dorsey featuring Michael Saylor morphing into the XRP logo fueled speculation on social media.
&#8220;<a href="https://www.benzinga.com/25/02/43487682/palantir-ceo-hails-elon-musks-doge-initiative-anticipates-positive-outcome">Palantir CEO Hails Elon Musk&#8217;s DOGE Initiative, Anticipates Positive Outcome</a>,&#8221; by&nbsp;<a href="https://www.benzinga.com/author/namrata-sen">Namrata Sen</a>, highlights Palantir Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NYSE">PLTR</a>) CEO Alex Karp&#8217;s enthusiasm for Elon Musk&#8217;s Department of Government Efficiency (DOGE), calling it a &#8220;revolution&#8221; that will benefit Palantir, despite potential disruptions for government contractors.
For additional bullish calls of the past week, check out the following:
<a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/02/43474406/nvidia-still-a-top-pick-as-microsoft-meta-stick-with-gpus-despite-deepseek-challenge-analyst">Nvidia Still A Top Pick As Microsoft, Meta Stick With GPUs Despite DeepSeek Challenge: Analyst</a>
<a href="https://www.benzinga.com/25/02/43475080/paypal-beats-q4-estimates-as-transaction-margins-and-payment-volume-drive-growth-eyes-2025-growth-with-strong-tmd-eps-outlook-ahead-of-investor-day-analyst">PayPal Transaction Margins and Payment Volume Drive Growth, Eyes 2025 Growth With Strong TMD Ahead of Investor Day: Analyst</a>
<a href="https://www.benzinga.com/25/02/43474797/amazon-faces-trumps-tariffs">Amazon &#8216;Relatively Well-Positioned&#8217; To Face Trump&#8217;s Tariffs: Analyst</a>
The Bears
&#8220;<a href="https://www.benzinga.com/25/02/43534797/tesla-sales-drop-60-in-germany-are-elon-musks-politics-getting-in-the-way-of-ev-growth">Tesla Sales Drop 60% In Germany: Are Elon Musk&#8217;s Politics Getting In The Way Of EV Growth?</a>,&#8221; by&nbsp;<a href="https://www.benzinga.com/author/chris-katje">Chris Katje</a>, reports Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) seeing a 59.5% year-over-year sales decline in Germany for January, attributed to the Model Y refresh and potential backlash from Elon Musk&#8217;s political stance, while broader EV sales in the country rose 53.5%.
&#8220;<a href="https://www.benzinga.com/25/02/43444802/comcast-downgraded-as-broadband-struggles-and-price-cuts-raise-investor-concerns">Comcast Faces Broadband Headwinds, Analyst Downgrades Stock And Cuts Price Forecast</a>,&#8221; by&nbsp;<a href="https://www.benzinga.com/author/anusuya-lahiri-0">Anusuya Lahiri</a>, reports Scotiabank downgrading Comcast Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>) to Sector Perform, lowering its price target to $44.50, citing broadband losses and pricing pressure from mobile-broadband bundles, though the company remains optimistic about subscriber retention and long-term ARPU growth.
&#8220;<a href="https://www.benzinga.com/25/02/43540794/what-analysts-are-saying-about-fords-q4-performance-and-outlook">Ford&#8217;s Cost Reductions And Transition In Focus, Analysts Trim Forecasts Amid Lackluster 2025 Guidance</a>,&#8221; by&nbsp;<a href="https://www.benzinga.com/author/shivani-kumaresan">Shivani Kumaresan</a>, covers analysts&#8217; mixed reactions to Ford Motor Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>) beating Q4 estimates but issuing weaker-than-expected 2025 guidance, with Goldman Sachs maintaining an $11 price target, RBC Capital lowering its target to $9, and BofA Securities cutting its forecast from $19 to $15.50, citing pricing pressures, cost-cutting measures, and industry headwinds.
For more bearish takes, be sure to see these posts:
<a href="https://www.benzinga.com/government/regulations/25/02/43502963/oil-drops-as-traders-doubt-iran-sanctions-trump-bark-is-far-worse-than-his-bite-analyst-sa">Oil Drops As Traders Doubt Iran Sanctions: &#8216;Trump Bark Is Far Worse Than His Bite,&#8217; Analyst Says</a>
<a href="https://www.benzinga.com/25/02/43459558/novo-nordisk-faces-investor-concerns-over-hybrid-cagrisema-trial-results-for-weight-loss">Novo Nordisk Faces Investor Concerns Over Hybrid CagriSema Trial Results For Weight Loss</a>
<a href="https://www.benzinga.com/news/earnings/25/02/43493897/versace-jimmy-choo-parent-capri-q3-earnings-miss-sales-decline-lackluster-outlook-more">Versace, Jimmy Choo Parent Capri Q3: Earnings Miss, Sales Decline, Lackluster Outlook &amp; More</a>
Keep up with all the latest breaking news and trading ideas by following<a href="https://twitter.com/Benzinga"> Benzinga</a><a href="http://twitter.com/Benzinga"> on Twitter</a>.
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