Amazon.com Option Alert: Jun, 2027 $180 Calls Sweep (14) near the Ask: 251 vs 6625 OI; Earnings 7/31 After Close [est] 

Amazon.com Option Alert: Jun, 2027 $180 Calls Sweep (14) near the Ask: 251 @ $69.601 vs 6625 OI; Earnings 7/31 After Close [est] Ref=$219.86

Amazon.com Option Alert: Aug 15 $225 Calls Sweep (37) near the Ask: 2154 vs 11231 OI; Earnings 7/31 After Close [est] 

Amazon.com Option Alert: Aug 15 $225 Calls Sweep (37) near the Ask: 2154 @ $9.2 vs 11231 OI; Earnings 7/31 After Close [est] Ref=$221.04

Amazon.com Option Alert: Jan 16 $150 Calls at the Bid: 75 vs 10132 OI; Earnings 7/31 After Close [est] 

Amazon.com Option Alert: Jan 16 $150 Calls at the Bid: 75 @ $75.6 vs 10132 OI; Earnings 7/31 After Close [est] Ref=$219.24

Amazon.com Option Alert: Dec, 2027 $90 Calls at the Bid: 105 vs 121 OI; Earnings 7/31 After Close [est] 

Amazon.com Option Alert: Dec, 2027 $90 Calls at the Bid: 105 @ $143.0 vs 121 OI; Earnings 7/31 After Close [est] Ref=$219.99

Amazon.com Option Alert: Dec, 2027 $85 Calls at the Bid: 35 vs 218 OI; Earnings 7/31 After Close [est] 

Amazon.com Option Alert: Dec, 2027 $85 Calls at the Bid: 35 @ $145.5 vs 218 OI; Earnings 7/31 After Close [est] Ref=$219.6201

Amazon.com Option Alert: Dec 19 $270 Calls Sweep (92) below Bid!: 2629 vs 1977 OI; Earnings 7/31 After Close [est] 

Amazon.com Option Alert: Dec 19 $270 Calls Sweep (92) below Bid!: 2629 @ $4.863 vs 1977 OI; Earnings 7/31 After Close [est] Ref=$221.085

Amazon.com Option Alert: Jul 18 $215 Calls Sweep (130) near the Bid: 1664 vs 19110 OI; Earnings 7/31 After Close [est] 

Amazon.com Option Alert: Jul 18 $215 Calls Sweep (130) near the Bid: 1664 @ $8.886 vs 19110 OI; Earnings 7/31 After Close [est] Ref=$220.13

Amazon.com Option Alert: Sep 19 $210 Calls Sweep (4) near the Ask: 500 vs 10316 OI; Earnings 7/31 After Close [est] 

Amazon.com Option Alert: Sep 19 $210 Calls Sweep (4) near the Ask: 500 @ $18.95 vs 10316 OI; Earnings 7/31 After Close [est] Ref=$218.34

Amazon.com Option Alert: Aug 15 $210 Calls Sweep (28) near the Bid: 406 vs 13936 OI; Earnings 7/31 After Close [est] 

Amazon.com Option Alert: Aug 15 $210 Calls Sweep (28) near the Bid: 406 @ $16.725 vs 13936 OI; Earnings 7/31 After Close [est] Ref=$219.3297

Amazon.com Option Alert: Jan 16 $200 Puts Sweep (69) near the Bid: 1511 vs 13147 OI; Earnings 7/31 After Close [est] 

Amazon.com Option Alert: Jan 16 $200 Puts Sweep (69) near the Bid: 1511 @ $10.146 vs 13147 OI; Earnings 7/31 After Close [est] Ref=$219.805

Amazon.com Option Alert: Jul 3 $220 Calls Sweep (53) near the Ask: 1849 vs 14052 OI; Earnings 7/31 After Close [est] 

Amazon.com Option Alert: Jul 3 $220 Calls Sweep (53) near the Ask: 1849 @ $3.5 vs 14052 OI; Earnings 7/31 After Close [est] Ref=$221.165

Amazon.com Option Alert: Jul 18 $215 Calls Sweep (108) near the Bid: 1526 vs 19110 OI; Earnings 7/31 After Close [est] 

Amazon.com Option Alert: Jul 18 $215 Calls Sweep (108) near the Bid: 1526 @ $9.38 vs 19110 OI; Earnings 7/31 After Close [est] Ref=$221.09

Amazon.com Option Alert: Jul 3 $225 Calls at the Bid: 6100 vs 9205 OI; Earnings 7/31 After Close [est] 

Amazon.com Option Alert: Jul 3 $225 Calls at the Bid: 6100 @ $1.49 vs 9205 OI; Earnings 7/31 After Close [est] Ref=$221.16

Amazon.com (NASDAQ:AMZN) Bolsa

AMAZON.COM INC

Amazon.com

Amazon is the leading online retailer and marketplace for third party sellers. Retail related revenue represents approximately 75% of total, followed by Amazon Web Services' cloud computing, storage, database, and other offerings (15%), advertising services (5% to 10%), and other the remainder. International segments constitute 25% to 30% of Amazon's non-AWS sales, led by Germany, the United Kingdom, and Japan.

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Amazon Prime Day 2025 se extenderá a cuatro días y podría alcanzar ventas récord. Analistas ven fuerte potencial alcista.

Amazon Prime Day 2025 apunta a romper récords con ventas de 21.000M$

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SPDR Dow Jones Industrial Average ETF Trust

MSFT

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IBM, Goldman Sachs y JPMorgan lideran el Dow Jones en 2025, mientras Apple y UnitedHealth registran fuertes caídas.

Estas son las mejores y peores acciones del Dow Jones en la primera mitad de 2025

IBEX 35

ACXIF

BBVA

BNDSY

El Ibex 35 avanza en preapertura, impulsado por posibles recortes de la Fed, la ley fiscal de Trump y la compra de TSB por Santander.

Futuros Ibex 35 suben 0,20% antes de la apertura europea este miércoles

Amazon.com Inc

As Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) turned the most valuable publicly traded company on Thursday, inching closer to a $4 trillion market capitalization, this multinational technology company, nicknamed &#8216;Big Blue,&#8217; has outperformed the Magnificent 7 and the Jensen Huang-led tech giant in 2025.
What Happened: International Business Machines Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>) has quietly outpaced the gains in Magnificent 7 stocks on a year-to-date basis, emerging as one of the most profitable artificial intelligence plays this year.
IBM&#8217;s generative AI book of business has <a href="https://www.benzinga.com/content/46151129/is-ibms-ai-transformation-powering-a-sustained-rally">surpassed $5 billion since its inception</a>, a clear indicator of customer demand. The stock has returned 32.75% YTD, higher than Nvidia&#8217;s 15.20% gains and also much higher than all the other Magnificent 7 stocks.
Even on a five-year basis, IBM has outperformed four out of seven Mag 7 components.
Moreover, the stock has also gained more than the exchange-traded fund tracking the Magnificent 7 stocks, Roundhill Magnificent Seven ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/MAGS#BATS">MAGS</a>).
<figure class="wp-block-table is-style-stripes"> 
<table class="has-fixed-layout">
<tbody>
<tr>
<td>Stocks</td>
<td>YTD Performance</td>
<td>One-Year Performance</td>
<td>Five-Year Performance</td>
</tr>
<tr>
<td>Nvidia Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)</td>
<td>15.20%</td>
<td>26.63%</td>
<td>1558.06%</td>
</tr>
<tr>
<td>Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>)</td>
<td>-12.43%</td>
<td>-5.65%</td>
<td>134.59%</td>
</tr>
<tr>
<td>Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>)</td>
<td>19.17%</td>
<td>6.69%</td>
<td>141.85%</td>
</tr>
<tr>
<td>Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>)</td>
<td>1.45%</td>
<td>11.70%</td>
<td>54.60%</td>
</tr>
<tr>
<td>Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>)</td>
<td>-5.29%</td>
<td>-5.94%</td>
<td>146.52%</td>
</tr>
<tr>
<td>Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>)</td>
<td>19.99%</td>
<td>33.17%</td>
<td>208.03%</td>
</tr>
<tr>
<td>Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>)</td>
<td>-16.86%</td>
<td>25.38%</td>
<td>291.35%</td>
</tr>
<tr>
<td>Roundhill Magnificent Seven ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/MAGS#BATS">MAGS</a>)</td>
<td>3.27%</td>
<td>14.47%</td>
<td>123.1% (Since 2023)</td>
</tr>
<tr>
<td>International Business Machines Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>)</td>
<td>32.75%</td>
<td>65.87%</td>
<td>155.37%</td>
</tr>
</tbody>
</table>
</figure>
See Also: <a href="https://www.benzinga.com/news/politics/25/07/46258864/ray-dalio-warns-us-debt-per-family-will-rise-85-to-425000-over-next-10-years-as-house-passes-trumps-big-beautiful-bill">Ray Dalio Warns US Debt Per Family Will Rise 85% To $425,000 Over Next 10 Years As House Passes Trump&#8217;s &#8216;Big Beautiful Bill&#8217;</a>
Why It Matters: Apart from AI, IBM also emerged as one of the top investors alongside 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>), making significant investments in the <a href="https://www.benzinga.com/markets/equities/25/06/45901958/ibm-google-emerge-as-top-investors-in-quantum-computing-with-most-patents-issued-in-2025-only-two-companies-seriously-investing-says-martin-shkreli">quantum computing space</a> on a year-to-date basis.
According to the data shared by Martin Shkreli in mid-June, there was a steep drop in the number of quantum computing patents issued after IBM and Google, suggesting that other companies are either smaller players or not prioritizing quantum computing as heavily.
Meanwhile, highlighting the tariff impact during the <a href="https://www.benzinga.com/markets/equities/25/04/44972416/ibm-plays-down-trump-tariff-concerns-doge-could-affect-consulting-business-but-its-us-federal-business-is-less-than-5-says-ceo">first quarter earnings call</a>, IBM's CFO and Senior Vice President, James Kavanaugh, said that the company was exploring alternatives to mitigate any indirect effects because the direct tariff impact was "minimal." 
"Goods imported to the U.S. represent less than 5% of our overall spend, and under current U.S. tariff policy, the impact to IBM is minimal. While we have limited direct exposure outside the United States, we are tactically evaluating alternative sources and other strategies to mitigate tariffs," he said.
Talking about the impact of DOGE-related initiatives, its Chairman, President, and CEO, Arvind Krishna, highlighted that its consulting business was "susceptible to discretionary pullbacks and DOGE-related initiatives."
The company is set to report its <a href="https://newsroom.ibm.com/2024-07-10-IBM-to-Announce-Second-Quarter-2024-Financial-Results#:~:text=ARMONK%2C%20N.Y.%2C%20July%2010%2C,at%205%3A00%20p.m.%20ET">second-quarter earnings</a> on July 24. -.
Benzinga Edge Stock Rankings shows that IBM had a stronger price trend over the short, medium, and long term. Its momentum ranking was solid, and its value ranking was poor at the 17.38th percentile. The details of other metrics are <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-4/#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">available here</a>.
<figure class="wp-block-image size-large"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-4/#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img loading="lazy" decoding="async" width="1024" height="159" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/04062451/IBM-Edge-New-1024x159.png" alt="" class="wp-image-973084" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/04062451/IBM-Edge-New-1024x159.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/04062451/IBM-Edge-New-300x47.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/04062451/IBM-Edge-New-768x119.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/04062451/IBM-Edge-New.png 1279w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
Price Action: On the truncated trading day of July 3rd, the SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) and Invesco QQQ Trust ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>), which track the S&amp;P 500 index and Nasdaq 100 index, respectively, scaled fresh records and ended higher. The SPY was up 0.79% at $625.34, while the QQQ advanced 0.98% to $556.22, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro </a>data.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/equities/25/07/46216283/dan-ives-urges-apple-to-make-a-move-saying-that-perplexity-acquisition-is-a-no-brainer-its-a-matter-of-when-and-not-if" target="_blank" rel="noreferrer noopener">Dan Ives Urges Apple ‘To Make A Move,' Saying That Perplexity Acquisition Is ‘A No-Brainer': ‘It's A Matter Of When And Not If'</a></li>
</ul>
Photo courtesy: MacroEcon / Shutterstock.com

Equities

GOOG

GOOGL

MAGS

TSLA

Everyone Talked About Nvidia, Apple And Tesla, But This One Tech Stock Has Left Them All Behind In 2025

Experts have been debating the artificial intelligence-driven impact on employment with contradicting views. While market veteran like Jim Cramer thinks that &#8220;AI is still not trusted,&#8221; others see trouble brewing in the labor market due to the automation of several human-led jobs.
What Happened: Citing the labor differential and unemployment rate data, Ark Invest&#8217;s Cathie Wood said in her &#8220;<a href="https://www.ark-invest.com/videos/market-commentary/july-2025-in-the-know-cathie-wood">In The Know</a>&#8221; series, &#8220;Labor differential says that it&#8217;s getting harder to find jobs,&#8221; while adding that &#8220;rising unemployment claims suggest that people who are out of work are finding it difficult to get a job.&#8221;
While she blames immigration for this, Wood also states that &#8220;we do know that AI is hurting entry-level jobs.&#8221;
Highlighting a personal example from the ARK 2025 Vibe Coding Hackathon, she said that her firm used AI to address 13 pain points within the organization.
&#8220;Because of (AI&#8217;s) natural language programming, SaaS is going to run into some trouble here, now that we can do a lot ourselves and customize to our own organization&#8217;s needs,&#8221; she explains.
On the other hand, CNBC&#8217;s Mad Money host Cramer took to X and underscored that traditional white collar firms haven&#8217;t seen AI-related job cuts.
&#8220;They are still hiring, still paying a lot. AI is still not trusted at the highest rungs of major companies,&#8221; he said.
<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">CEOs have been saying that AI will wipe out jobs at their companies. But it hasn&#39;t happened at most traditional white collar firms. They are still hiring, still paying a lot. AI is still not trusted at the highest rungs of major companies
&mdash; Jim Cramer (@jimcramer) <a href="https://twitter.com/jimcramer/status/1940680480380408248?ref_src=twsrc%5Etfw">July 3, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
Meanwhile, taking a strong stand on this, economist Craig Shapiro warned that <a href="https://www.benzinga.com/markets/economic-data/25/06/46093421/ai-will-disrupt-25-of-us-jobs-by-2030-and-the-fed-cant-save-them-economist-warns">AI could wipe 25% of jobs in the U.S.</a> by 2030, and the Federal Reserve&#8217;s traditional tool of interest rate cuts is ill-equipped to address the looming labor crisis.
See Also: <a href="https://www.benzinga.com/markets/equities/25/07/46188237/bill-gates-is-betting-two-thirds-of-his-foundations-portfolio-in-these-3-stocks">Bill Gates Is Betting Two-Thirds Of His Foundation&#8217;s Portfolio In These 3 Stocks</a>
Why It Matters: Shapiro cites a Goldman Sachs study and explains that tech giants like Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) and Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) are investing billions in AI, which will potentially automate 25% of the U.S. labor market by 2030.
Furthermore, he says, "AI-driven labor displacement, accelerating in 2025, poses a structural crisis that Federal Reserve rate cuts cannot fix.&#8221;
Shapiro also outlines Federal Reserve Vice Chair Michael Barr&#8216;s 2025 warning: AI could increase the natural unemployment rate due to skill mismatches. A <a href="https://hbr.org/2015/08/research-technology-is-only-making-social-skills-more-important">Harvard study</a> supported this, estimating 47% of U.S. jobs are at risk. 
Price Action: Here are a few AI-linked exchange-traded funds that investors can consider amid the booming artificial intelligence demand.
<figure class="wp-block-table is-style-stripes"> 
<table class="has-fixed-layout">
<tbody>
<tr>
<td>ETF Name</td>
<td>YTD Performance</td>
<td>One-Year Performance</td>
</tr>
<tr>
<td>iShares US Technology ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IYW#NYSE">IYW</a>)</td>
<td>10.00%</td>
<td>12.38%</td>
</tr>
<tr>
<td>Fidelity MSCI Information Technology Index ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FTEC#NYSE">FTEC</a>)</td>
<td>8.40%</td>
<td>13.19%</td>
</tr>
<tr>
<td>First Trust Dow Jones Internet Index Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FDN#NYSE">FDN</a>)</td>
<td>10.40%</td>
<td>27.93%</td>
</tr>
<tr>
<td>iShares Expanded Tech Sector ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IGM#NYSE">IGM</a>)</td>
<td>10.94%</td>
<td>16.23%</td>
</tr>
<tr>
<td>iShares Global Tech ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IXN#NYSE">IXN</a>)</td>
<td>10.44%</td>
<td>8.71%</td>
</tr>
<tr>
<td>Defiance Quantum ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QTUM#NASDAQ">QTUM</a>)</td>
<td>13.52%</td>
<td>45.81%</td>
</tr>
</tbody>
</table>
</figure>
Price Action: On the truncated trading day of July 3rd, the SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) and Invesco QQQ Trust ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>), which track the S&amp;P 500 index and Nasdaq 100 index, respectively, scaled fresh records and ended higher. The SPY was up 0.79% at $625.34, while the QQQ advanced 0.98% to $556.22, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a> data.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/equities/25/07/46216283/dan-ives-urges-apple-to-make-a-move-saying-that-perplexity-acquisition-is-a-no-brainer-its-a-matter-of-when-and-not-if">Dan Ives Urges Apple &#8216;To Make A Move,&#8217; Saying That Perplexity Acquisition Is &#8216;A No-Brainer&#8217;: &#8216;It&#8217;s A Matter Of When And Not If&#8217;</a></li>
</ul>
Photo courtesy: Shutterstock

First Trust Dow Jones Internet Index Fund

FTEC

iShares Trust S&P Global Information Technology Sector Index Fund

iShares Dow Jones US Technology Sector Index Fund

QTUM

Jim Cramer Contradicts AI-Led Job Cuts At White Collar Firms As Cathie Wood Says It's 'Hurting Entry-Level Jobs:' Here's How Experts Debunk AI's Impact On Employment

Amazon.com (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) is underperforming its <a target="_blank" href="https://www.benzinga.com/topic/amazon" rel="noreferrer noopener">tech peers in 2025</a>, trailing the broader market amid intensifying competition in artificial intelligence and cloud infrastructure.
While the S&amp;P 500 has gained around 7% year-to-date and the Nasdaq-100 has risen by 9%, Amazon shares are up just under 2%, underwhelming against the backdrop of a high-growth AI cycle.
Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), in contrast, has surged over 19% driven by strong Azure growth and AI integration across products. Microsoft&#8217;s success is partly due to its existing enterprise relationships and strategic AI investments, particularly in OpenAI, which have integrated well with Azure&#8217;s offerings.
Also Read: <a href="https://www.benzinga.com/markets/tech/25/06/45982631/amazon-ceo-says-generative-ai-will-reduce-total-corporate-workforce" target="_blank" rel="noreferrer noopener">Amazon CEO Says Generative AI Will Reduce Total Corporate Workforce</a>
<h2 class="wp-block-heading">Amazon&#8217;s Expanding Footprint And Its AI Bet</h2>
Amazon, which began as an online bookstore, has grown into a sprawling conglomerate spanning e-commerce, cloud computing, advertising, streaming, and logistics. In the <a target="_blank" href="https://ir.aboutamazon.com/quarterly-results/default.aspx" rel="noreferrer noopener">last five years</a>, Amazon&#8217;s revenue from third-party seller services, advertising, subscription services, and Amazon Web Services (AWS) has all achieved double-digit growth.
AWS, which runs data centers and provides software tools, generated 16-17% of the company&#8217;s revenue in the last three years, accounting for ~60% or more of its operating income. In a bid to solidify its role in the AI infrastructure arms race, Amazon has committed $100 billion to <a target="_blank" href="https://www.benzinga.com/markets/25/02/43550696/amazon-to-pour-nearly-100-billion-into-ai-in-2025-surpassing-microsoft-and-alphabet-andy-jassy-says-cost-of-inference-will-meaningfully-come-down-amid-deepseek-worries" rel="noreferrer noopener">artificial intelligence initiatives for 2025</a>, surpassing Google parent Alphabet Inc.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) $75 billion and Microsoft&#8217;s $80 billion.
AWS unit CEO Matt Garman <a target="_blank" href="https://www.benzinga.com/markets/large-cap/25/05/45702458/amazon-expands-global-data-centers-boosts-access-to-nvidia-ai-chips-for-cloud-customers" rel="noreferrer noopener">told Bloomberg in</a> May that it is rapidly expanding its global server farm footprint and increasing access to Nvidia Corp&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) latest AI chips. AWS opened a new data center cluster in Mexico in 2025 and is building additional facilities in Chile, New Zealand, Saudi Arabia, and Taiwan.
Garman highlighted the strong demand for AI infrastructure and confirmed that AWS is working with Nvidia to grow its supply of GB200 semiconductors for customer testing. He also welcomed the opportunity to host OpenAI&#8217;s models on AWS.
Brian White of Monness Crespi Hardt emphasized AWS <a href="https://www.benzinga.com/25/03/44488542/amazons-ai-cloud-strategy-to-stay-strong-amid-near-term-turbulence-says-analyst-aws-remains-well-positioned-for-long-term-ai-trends" target="_blank" rel="noreferrer noopener">already benefits from</a> training large language models and expects that momentum to grow. White believes the platform is well-positioned for growth in AI inference, a rapidly expanding segment of the cloud market.
Mark Mahaney of Evercore ISI has named Amazon his top stock pick, citing &#8220;strong AI-driven cloud potential&#8221;. Wedbush&#8217;s Dan Ives noted rising enterprise demand for AI infrastructure, with Amazon among the top hyperscale providers alongside Microsoft and Google.
<h2 class="wp-block-heading">Robotics, Prime, And Profitability</h2>
Cost efficiency also remains in focus. Bank of America analysts estimate that Amazon&#8217;s integration of <a href="https://www.benzinga.com/analyst-stock-ratings/price-target/25/06/45727360/amazon-analyst-sees-robotics-unlocking-billions-in-savings" target="_blank" rel="noreferrer noopener">robotics and AI</a> could lead to $16 billion in annual cost savings by 2032. The company currently has over 750,000 robots assisting with 75% of customer orders. The company currently has over 750,000 robots assisting with 75% of customer orders.
J.P. Morgan analyst Doug Anmuth identified Amazon Prime as the company&#8217;s most valuable strategic asset. He projected that Amazon is likely to raise the price of Prime membership in 2026, consistent with its historical four-year pricing pattern. Anmuth believes a $20 increase could yield $3 billion in annual revenue, without significantly affecting subscriber retention.
Amazon&#8217;s Prime Day 2025 event is scheduled to begin on July 8 and will run for four days, with deals across more than 35+ categories, including new segments like groceries and travel. Bank of America analyst Justin Post expects tools like Alexa+ and Rufus to drive Prime Day gross merchandise value to $21.4 billion, a 60% increase over the previous year.
<h2 class="wp-block-heading">Market Sentiment</h2>
Amazon.com currently has a <a href="https://www.benzinga.com/quote/AMZN/analyst-ratings" target="_blank" rel="noreferrer noopener">consensus price forecast</a> of $246 based on 39 analyst ratings. The highest forecast came from Tigress Financial, which set a forecast of $305 on May 6, 2025. Raymond James set the lowest forecast at $195 on April 21, 2025. These estimates average out to $246.67, indicating a potential upside of 10.54%.
<h2 class="wp-block-heading">Analyst Views On Microsoft&#8217;s AI Position</h2>
Analysts remain positive on Microsoft&#8217;s <a href="https://www.benzinga.com/markets/tech/25/07/46204491/microsofts-ai-and-cloud-scale-drives-market-beating-returns" target="_blank" rel="noreferrer noopener">long-term prospects</a> in AI. Derrick Wood of TD Cowen said the company is &#8220;well-positioned in key secular growth markets.&#8221; Brad Sills of Bank of America referred to Microsoft as &#8220;the leading AI player in applications and infrastructure.&#8221; Kash Rangan of Goldman Sachs forecast Microsoft Cloud revenue will surpass $300 billion by fiscal 2029, citing its AI pricing strategy. Dan Ives of Wedbush projected Microsoft will reach a $4 trillion market cap this summer and $5 trillion within 18 months, driven by AI momentum.
Price Action: AMZN stock is trading lower by 0.13% to $223.13 at last check Thursday.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/large-cap/25/07/46252229/netflix-is-worth-half-trillion-and-one-analyst-forecasts-trillion-dollar-valuation" target="_blank" rel="noreferrer noopener">Netflix Is Worth Half Trillion And One Analyst Forecasts Trillion Dollar Valuation</a></li>
</ul>
Image via Shutterstock

Why Amazon Lags Its Peers In 2025

As Amazon.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) may dominate headlines with its extended <a href="https://www.benzinga.com/topic/prime-day">Prime Day this year</a> — but some of the most interesting trades are hiding in plain sight: Walmart Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WMT#NYSE">WMT</a>), Peloton Interactive Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PTON#NASDAQ">PTON</a>) and Chewy Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CHWY#NYSE">CHWY</a>).
According to JPMorgan's Doug Anmuth, Amazon's four-day event (July 8–11) is expected to drive approximately 10% daily growth across its first-party, third-party, and physical stores. But this longer window doesn't just benefit Amazon — it creates a high-traffic, deal-hungry environment that lets competitors jump into the slipstream.
Read Also: <a href="https://www.benzinga.com/markets/large-cap/25/07/46247962/21-billion-in-4-days-amazon-prime-day-set-to-go-beast-mode-and-its-stock-might-join-the-party">$21 Billion In 4 Days? Amazon Prime Day Set To Go Beast Mode—And Its Stock Might Join the Party</a>
<h2 class="wp-block-heading">How Retail Rivals Are Syncing Their Sales Calendars</h2>
Walmart and Target Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TGT#NYSE">TGT</a>) are already counter-programming with their own deal events like "Black Friday in July" and "Circle Week," positioning themselves as Prime Day alternatives — not just imitators. For Peloton, which regularly drops deep discounts around Prime Day, it's a chance to reconnect with budget-conscious buyers during the summer slump. And Chewy, fresh off Amazon's own "Pet Day" push, is likely to launch parallel pet promotions to defend its turf.
<h2 class="wp-block-heading">Prime Day: Inventory Ready, Traffic Heavy </h2>
What makes this year different? Anmuth notes that Amazon's inventory readiness, achieved through quiet forward-buying and regionalized logistics, allowed it to double Prime Day's length. But ironically, that bold move may have also handed competitors a larger window to capitalize on peak retail traffic — without the burden of running the show.
So while Amazon holds the mic, others are dancing on its stage. Investors chasing Prime Day upside would be wise to look beyond AMZN — and toward the names quietly monetizing the moment.
Because sometimes, the best Prime Day plays aren't hosting the party. They're just profiting from the crowd.
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/tech/25/06/46100363/prime-time-for-amazon-jpmorgan-says-your-139-could-be-worth-1430">Prime Time For Amazon? JPMorgan Says Your $139 Could Be Worth $1,430</a></li>
</ul>
Image: Shutterstock

Long Ideas

CHWY

PTON

Walmart, Peloton, Chewy Set To Steal Amazon's Prime Day — Again

<a href="https://press.aboutamazon.com/aws/2025/7/debenhams-group-accelerates-the-adoption-of-ai-with-aws-to-drive-marketplace-growth" title="https://press.aboutamazon.com/aws/2025/7/debenhams-group-accelerates-the-adoption-of-ai-with-aws-to-drive-marketplace-growth">https://press.aboutamazon.com/aws/2025/7/debenhams-group-accelerates-the-adoption-of-ai-with-aws-to-drive-marketplace-growth</a>

'Debenhams Group Accelerates The Adoption Of AI With AWS To Drive Marketplace Growth' - Amazon Newsroom

Amazon.com, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) Prime Day 2025 could be a record-breaker, with Bank of America projecting a staggering $21 billion in sales over just four days—a 60% leap from last year's <a href="https://www.benzinga.com/markets/tech/25/07/46236847/amazon-hits-1-million-robots-should-human-workers-be-worried">already historic haul.&nbsp;</a>
Beast Mode: Amazon has doubled this year's Prime Day event to 96 hours from July 8 through July 11. The "beast mode" expansion is designed to maximize consumer engagement and fuel a sustained shopping frenzy.&nbsp;
The numbers behind the hype are striking: In 2024, U.S. Prime Day sales hit $14.2 billion, with nearly half of purchases made on smartphones and average order sizes approaching $58.&nbsp;
Read Next:<a href="https://www.benzinga.com/analyst-stock-ratings/upgrades/25/07/46245952/metas-growth-sizzles-but-wait-for-a-pullback-before-buying-in?utm_source=articleShare"> Meta&#8217;s Growth Sizzles, But Wait For A Pullback Before Buying In</a>
A new <a href="https://www.retailmenot.com/blog/prime-day-shopping-and-spending.html">report </a>from RetailMeNot found that 84% of U.S. adults plan to participate in the 2025 Prime Day, up from 81% in 2024. 
Amazon is expected to ride a 14% year-over-year growth in 2025 Prime Day sales, with particularly aggressive gains forecast for the two new days added to the event.&nbsp;
Expert Ideas: Bank of America Securities analyst Justin Post expects the<a href="https://www.benzinga.com/analyst-stock-ratings/reiteration/25/07/46201758/amazons-4-day-prime-day-will-drive-billions-in-sales"> extended shopping window</a> to amplify deal exposure, encouraging impulse buying and cross-category shopping, which will further drive up gross merchandise volume.
Post-estimates, Prime Day is expected to generate $21.4 billion in Gross Merchandise Value (GMV), representing a year-over-year growth of about 60%. 
Based on his projection of $208 billion in total third-quarter GMV, the analyst estimated that Prime Day could account for 10.3% of GMV for the quarter.
AMZN Stock: Despite lagging the S&amp;P 500 so far in 2025, analysts remain bullish: 96% of 71 analysts rate AMZN a Buy, with median price targets around $240 and the most optimistic forecasts reaching $290—a potential 35% rally from current levels.&nbsp;
If Prime Day 2025 delivers on its $21 billion promise, AMZN stock could finally join the party—potentially breaking out of its holding pattern and rewarding bullish investors.&nbsp;
Read Next:&nbsp;
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/trading-ideas/movers/25/07/46236537/openai-says-tokens-are-not-equity-no-partnership-with-robinhood-musk-says-ai-companys-equity-is-fake?utm_source=articleShare">OpenAI Says Tokens Are Not Equity, No Partnership With Robinhood: Musk Says AI Company&#8217;s Equity &#8216;Is Fake&#8217;</a></li>
</ul>
Photo: Shutterstock

$21 Billion In 4 Days? Amazon Prime Day Set To Go Beast Mode—And Its Stock Might Join the Party

High-rolling investors have positioned themselves bullish on Amazon.com (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), and it's important for retail traders to take note. 
\This activity came to our attention today through Benzinga's tracking of publicly available options data. The identities of these investors are uncertain, but such a significant move in AMZN often signals that someone has privileged information.
Today, Benzinga's options scanner spotted 44 options trades for Amazon.com. This is not a typical pattern.
The sentiment among these major traders is split, with 56% bullish and 20% bearish. Among all the options we identified, there was one put, amounting to $433,542, and 43 calls, totaling $1,763,358.
<h3>What's The Price Target?</h3>
Analyzing the Volume and Open Interest in these contracts, it seems that the big players have been eyeing a price window from $210.0 to $240.0 for Amazon.com during the past quarter. 
<h3>Volume &amp; Open Interest Development</h3>
In terms of liquidity and interest, the mean open interest for Amazon.com options trades today is 14389.39 with a total volume of 90,408.00.
In the following chart, we are able to follow the development of volume and open interest of call and put options for Amazon.com's big money trades within a strike price range of $210.0 to $240.0 over the last 30 days.
<h3>Amazon.com Option Activity Analysis: Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1751551330_0.png" alt="Options Call Chart" />
<h3>Noteworthy Options Activity:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>AMZN</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>07/18/25</td>
<td>$9.35</td>
<td>$9.05</td>
<td>$9.05</td>
<td>$230.00</td>
<td>$433.5K</td>
<td>3.4K</td>
<td>318</td>
</tr>
<tr>
<td>AMZN</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>07/11/25</td>
<td>$1.72</td>
<td>$1.7</td>
<td>$1.72</td>
<td>$227.50</td>
<td>$86.0K</td>
<td>6.0K</td>
<td>3.0K</td>
</tr>
<tr>
<td>AMZN</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>07/11/25</td>
<td>$3.9</td>
<td>$3.85</td>
<td>$3.9</td>
<td>$222.50</td>
<td>$81.5K</td>
<td>8.5K</td>
<td>3.4K</td>
</tr>
<tr>
<td>AMZN</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$4.15</td>
<td>$4.1</td>
<td>$4.11</td>
<td>$240.00</td>
<td>$77.2K</td>
<td>24.2K</td>
<td>58</td>
</tr>
<tr>
<td>AMZN</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>07/11/25</td>
<td>$5.55</td>
<td>$5.4</td>
<td>$5.5</td>
<td>$220.00</td>
<td>$73.1K</td>
<td>10.9K</td>
<td>120</td>
</tr>
</tbody>
</table>

<h3>About Amazon.com</h3>
Amazon is the leading online retailer and marketplace for third party sellers. Retail related revenue represents approximately 75% of total, followed by Amazon Web Services' cloud computing, storage, database, and other offerings (15%), advertising services (5% to 10%), and other the remainder. International segments constitute 25% to 30% of Amazon's non-AWS sales, led by Germany, the United Kingdom, and Japan.
Following our analysis of the options activities associated with Amazon.com, we pivot to a closer look at the company's own performance.
<h3>Amazon.com's Current Market Status</h3>
<ul>
<li>Currently trading with a volume of 7,105,495, the AMZN's price is up by 0.9%, now at $221.89. </li>
<li>RSI readings suggest the stock is currently may be approaching overbought.</li>
<li>Anticipated earnings release is in 28 days.</li>
</ul>
<h3>Expert Opinions on Amazon.com</h3>
3 market experts have recently issued ratings for this stock, with a consensus target price of $246.67.
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; Consistent in their evaluation, an analyst from JP Morgan keeps a Overweight rating on Amazon.com with a target price of $240. 
&#x2A; Maintaining their stance, an analyst from Truist Securities continues to hold a Buy rating for Amazon.com, targeting a price of $250. 
&#x2A; Consistent in their evaluation, an analyst from Oppenheimer keeps a Outperform rating on Amazon.com with a target price of $250. 
Trading options involves greater risks but also offers the potential for higher profits. Savvy traders mitigate these risks through ongoing education, strategic trade adjustments, utilizing various indicators, and staying attuned to market dynamics. Keep up with the latest options trades for Amazon.com with <a href="https://www.benzinga.com/pro/">Benzinga Pro</a> for real-time alerts.

Options

Markets

Decoding Amazon.com's Options Activity: What's the Big Picture?

E-commerce giant Amazon.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) has<a href="https://www.benzinga.com/analyst-stock-ratings/reiteration/25/06/45820714/amazon-eyes-7-billion-in-savings-by-2032-with-robots-and-ai-powering-delivery-and-fulfillment-analyst"> invested in robots </a>over the years to help make its warehouses and facilities more efficient. The company is celebrating a robotics milestone alongside a new generative AI model.
What Happened: Amazon recently celebrated its one millionth robot in operations, a significant new milestone hit since 750,000<a href="https://www.benzinga.com/general/24/04/38202793/amazon-grows-to-over-750-000-robots-as-worlds-second-largest-private-employer-replaces-over-100-000"> in early 2024.</a>
Along with the milestone, Amazon also announced its new generative AI foundation model that will improve robot fleet travel efficiency by 10%. The company said the new technology will support faster delivery times and lower costs for customers.
"We've just deployed our 1 millionth robot, building on our position as the world's largest manufacturer and operator of mobile robotics," Amazon Robotics Vice President Scott Dresser said in a post.
Dresser said the new generative AI technology called DeepFleet makes robots smarter.
"Think of DeepFleet as an intelligent traffic management system for a city filled with cars moving through congested streets."
Read Also: <a href="https://www.benzinga.com/general/entertainment/25/05/45151230/amazon-q1-earnings-double-beat-q2-guidance-ceo-focuses-on-making-customers-lives-easier-and-better">Amazon Q1 Earnings: Double Beat, Q2 Guidance, CEO Focuses On Making &#8216;Customers&#8217; Lives Easier And Better&#8217;</a>
Why It's Important: In the blog post celebrating the milestone, Dresser highlighted the ongoing journey of Amazon's robots, which started in 2012 with a single type of robot that could move inventory shelves.
"Today, we operate a diverse fleet of robots, designed to make our employees' jobs easier and safer, and our operations more efficient," Dresser said.
Dresser highlighted the company's Hercules robot, which can lift up to 1,250 pounds of inventory, and the company's Proteus fully autonomous mobile robot that can safely navigate around employees.
While the one million robots milestone could spark worry that the 1.5 million Amazon human employees could someday be replaced, Dresser highlights how the two work hand in hand and there are opportunities for employees.
Dresser said since 2019, over 700,000 employees have been upskilled with training initiatives through robotics.
The Amazon Robotics Vice President said the company's new fulfillment center in Louisiana, launched late 2024, requires 30% more employees in various roles.
"The technology we're building does more than move products — it's transforming workplace safety and creating new career opportunities."
Amazon currently has around 1.5 million human employees worldwide, a total that could someday be surpassed by robots, given Amazon's impressive technology advancements pace.
"The combination of our million-robot milestone and DeepFleet points to an exciting future where robotics and AI work together to reimagine what's possible in fulfilment and delivery."
Amazon acquired robotic company Kiva Systems in 2012 for $775 million. Kiva changed its name to Amazon Robotics in 2015 and has been a large focus of the e-commerce company since then.
While other tech companies are laying off workers due to the advancement of AI, Amazon is as of right now creating opportunities for workers to work alongside robots and the latest AI technology, as long as they are willing to learn and take part in programs that teach them the latest technologies.
Read Next: 
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<li><a href="https://www.benzinga.com/trading-ideas/long-ideas/25/06/45973429/trump-wants-babies-to-get-1000-to-invest-at-birth-this-maginicent-7-stock-tops-poll-for-18-year-growth">Trump Wants Babies To Get $1,000 To Invest At Birth: This Magnificent 7 Stock Tops Poll For 18-Year Growth</a></li>
</ul>
Photo: Courtesy Amazon

Amazon Hits 1 Million Robots, Should Human Workers Be Worried?: Company Says 'Creating New Career Opportunities'

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

ASST

COIN

CRCL

CRWV

Hims & Hers Health, Inc. Class A Common Stock

HIMS

OKLO

PLTR

PONY

QBTS

SBET

SMCI

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

In a move that combines finance, politics, and a pinch of satire, Tuttle Capital Management on June 28 filed with the U.S. Securities and Exchange Commission to launch a <a href="https://www.benzinga.com/etfs">new exchange-traded fund</a> (ETF) under the ticker symbol GRFT.
Interestingly, GRFT (can be read as &#8220;grift&#8221;) is as unrepentant as it appears. The fund, which is proposing a 0.75% fee, hasn&#8217;t mentioned particular politicians or regimes in its papers, but it doesn&#8217;t have to. The name itself is a wink, a poke, and a headline generator. The ETF seeks to invest in firms with perceived political ties, ranging from members of Congress to acquaintances of the U.S. President, striking a balance between strategy and showmanship.
The objective? To convert political closeness into investment gains. The actively managed ETF will target companies that appear in congressional filings, enjoy presidential approval, or have direct or indirect connections to incumbents in public office. It even intends to roll out into cash and cash equivalents during times of increased volatility.
Also Read: <a href="https://www.benzinga.com/news/politics/25/07/46219518/trumps-new-fragrance-line-slammed-as-grifting-and-graft-by-critics-kicking-17-million-people-off-their-health-care">Trump&#8217;s New Fragrance Line Slammed As &#8216;Grifting And Graft&#8217; By Critics: &#8216;Kicking 17 Million People Off Their Health Care&#8217;</a>
Though the approach is eyebrow-raising, it&#8217;s not completely novel. Bloomberg pointed out that in 2023, the Unusual Whales Subversive Democratic (BATS:<a class="ticker" href="https://www.benzinga.com/stock/NANC#BATS">NANC</a>) and Unusual Whales Subversive Republican Trading ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/GOP#BATS">GOP</a>) launched to mirror disclosed trading activity by lawmakers in accordance with the STOCK Act. Those funds were more bipartisan, though still eyebrow-raising, in their approach. GRFT ramps up the volume, though, with its branding, and a political bite that&#8217;s more pointed.
&#8220;There's certainly a cheeky theme to it,&#8221; said Steve Sosnick, chief strategist at Interactive Brokers, according to Bloomberg. &#8220;It's hard to differentiate yourself in a crowded ETF world and this seems like an opportune way to do it, although with a very pronounced political spin.&#8221;
GRFT&#8217;s debut also comes at the same time that there is increasing scrutiny around the financial dealings of senior government officials. President Donald Trump, for example, has recently ventured into <a href="https://www.benzinga.com/crypto/cryptocurrency/25/06/45995223/genius-stablecoin-bill-clears-senate-but-trumps-crypto-profits-loom-over-momentum">cryptocurrency</a>, a <a href="https://www.benzinga.com/markets/tech/25/06/46087590/trumps-made-in-america-phone-plan-is-backed-by-a-little-known-network-based-in-his-miami-condo-whose-website-still-says-what-is-lorem-ipsum">cell phone company</a> and a <a href="https://www.nytimes.com/2025/07/01/style/trump-fragrances-victory-45-47.html">cologne</a> brand. 
White House Press Secretary Karoline Leavitt <a href="https://www.npr.org/2025/05/22/nx-s1-5407411/white-house-denies-conflicts-of-interest-as-trump-joins-dinner-for-meme-coin-investors">said</a> in May that &#8220;it&#8217;s absurd for anyone to insinuate that this president is profiting off of the presidency.&#8221;
Historically, making bets based on perceived political favoritism has not consistently outperformed the market. The timing of disclosures, disparate political signals, and the frenetic pace of news cycles can dull even the best-modeled strategies. Whether the fund can pierce the din with actionable information is yet to be determined.
Nevertheless, if the buzz on the street is to be believed, investors are at least interested. According to Bloomberg, NANC, which has $223 million in assets under management, has beaten the S&amp;P 500 this year. Its holdings include Microsoft (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), Amazon (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), and Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>). Conversely, GOP, which has $53 million in assets, has big-cap stalwarts such as JPMorgan Chase (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JPM#NYSE">JPM</a>) and BlackRock&#8217;s Bitcoin ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/IBIT#NASDAQ">IBIT</a>).
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</ul>
Image: Shutterstock

New ETFs

ETFs

IBIT

NANC

GRFT ETF Seeks To Turn Political Power Plays Into Investor Gains

Smartex, a Portuguese startup founded in 2018, is using artificial intelligence to eliminate textile waste before it happens, capturing the attention of major investors including Amazon (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), H&amp;M Group, and Tony Fadell, inventor of the <a href="https://www.benzinga.com/25/05/45276193/ipod-creator-tony-fadell-says-apples-hard-edged-ethic-beats-googles-20-time-culture-you-could-hide-everyone-was-critical">iPod</a> and Nest thermostat,<a href="https://www.cnbc.com/2025/05/19/meet-the-sustainable-fashion-startup-backed-by-hm-and-amazon.html"> CNBC</a> reports.
Co-founder Gilberto Loureiro began working in textile factories as a teenager and quickly noticed how slow, manual inspection processes allowed production flaws to continue for hours, leading to massive amounts of discarded material, according to CNBC. After earning a master's degree in physics, Loureiro launched Smartex with the goal of digitizing defect detection using real-time vision systems and AI.
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<li>Invest early in CancerVax's breakthrough tech aiming to disrupt a $231B market. <a href="https://www.benzinga.com/money/this-company-may-have-found-a-way-to-treat-cancer-by-tricking-the-bodys-immune-system-and-early-studies-show-some-promise-find-out-how-you-can-invest-in-the-future-of-cancer-treatment">Back a bold new approach to cancer treatment with high-growth potential.</a></li>
</ul>
<h2 class="wp-block-heading">Real-Time "Golden Stops" that Rescue Millions of Garments</h2>
According to<a href="https://www.smartex.ai/post/1-million-kg-of-fabric-prevented-from-waste"> Smartex</a>, it integrates cameras and computer vision software into textile machines to detect flaws the instant they appear. When an error is found, the system pauses production immediately, triggering what Smartex calls a "Golden Stop."
According to the company, over 110,000 Golden Stops have saved more than 1 million kilograms of fabric since the system launched. That number translates to roughly 5.8 million garments saved from the landfill.
Beyond sustainability, Smartex says that the system improves factory yields by 0.37% per kilogram of fabric, a meaningful margin boost in an industry that operates on thin profitability, CNBC reports.
"If this is the largest industry that is still untouched by the internet and is one of the largest pollutants in the world, and nobody is working on this in terms of technology, then there is a massive gap here," Loureiro told CNBC.&nbsp;
Trending: Maximize saving for your retirement and cut down on taxes: <a href="https://www.benzinga.com/money/wiseradvisor-retirement-planning">Schedule your free call with a financial advisor to start your financial journey – no cost, no obligation.&nbsp;</a>
<h2 class="wp-block-heading">High-Profile Backers Signal Confidence in Climate Tech</h2>
Smartex's solution has drawn the support of major industry figures. In 2022, the company<a href="https://www.smartex.ai/post/smartex-series-a"> announced</a> it raised $24.7 million in a funding round led by Lightspeed Venture Partners and Fadell's Build Collective. That same round, H&amp;M Group made a strategic investment, becoming one of the first global retailers to endorse the startup.
Amazon also joined through its AWS Compute for Climate Fellowship, which CNBC says provides advanced cloud resources to early-stage climate startups. Smartex uses Amazon Web Services tools to train its <a href="https://www.benzinga.com/news/topics/25/06/45931965/rates-of-hallucination-in-ai-models-from-google-openai-on-the-rise">AI models</a>, which must adapt to a wide range of fabric textures and colors.
"Climate tech startups, they have so much [research and development] that they need to do &#8230; maybe even more than &#8230; standard tech companies, they have to invent new science or new technology, as well as new business models," Lisbeth Kaufman, head of climate tech business development, startups and venture capital at AWS, told CNBC.
See Also: Tired of Grid Failures and Charging Deserts? This Startup Has a Solar Fix and $25M+ in Sales — <a href="https://www.benzinga.com/money/meet-the-company-seeking-to-give-americans-energy-independence-and-learn-how-you-can-become-an-early-investor">Now Raising at $3/Share</a>
<h2 class="wp-block-heading">Smartex Expands Global Reach with Luxury Fashion Giants as Clients</h2>
Smartex's AI-powered quality control platform has already been adopted by some of the most forward-thinking names in knitted fabric production. According to the company, current customers include Tintex Textiles, Familitex, Toraman Tekstil, and Ekoten, among others.
Other Smartex backers include DCVC, SOSV's HAX, Spider Capital, Momenta Ventures, Bombyx Growth Fund, Faber, EX Capital, and Fashion for Good. Through its collaboration with Fashion for Good, Smartex says it has launched multiple pilot projects alongside major industry players including Kering Group, parent to Gucci and Balenciaga, PVH (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PVH#NYSE">PVH</a>), and Pangaia.
The startup has expanded across Europe, Central Asia, South America, and Africa, with further Asian market entry on the horizon. According to Smartex, the European Commission has also formally recognized Smartex as foundational to the development of Industry 4.0 in textile manufacturing.
Read Next: <a href="https://www.benzinga.com/money/are-you-rich">Are you rich?</a> Here&#8217;s what Americans think you need to be considered wealthy.
Image: Shutterstock

Meet Smartex: The AI Startup Funded By Amazon And iPod Inventor Tony Fadell That's Stopping 1M Kilograms Of Textile Waste Before It Happens

United Parcel Service (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UPS#NYSE">UPS</a>) is strategically navigating a challenging economic landscape, focusing intensely on internal efficiencies and cost reduction to bolster profitability and deliver higher returns for investors.
Bank of America analyst Ken Hoexter reiterated the Buy rating on United Parcel Service on Wednesday, with <a href="https://www.benzinga.com/quote/UPS/analyst-ratings" target="_blank" rel="noreferrer noopener">a price forecast of $115</a>.
Hoexter described United Parcel Service as one of the three global integrators offering exposure to e-commerce growth, historically trading at mid-to-upper teens Price-to-Earnings (PE) multiples (previously low 20s), supported by mid-20s Return on Invested Capital (ROIC) levels, though recent pressure has emerged.
Also Read:&nbsp;<a target="_blank" href="https://www.benzinga.com/markets/tech/25/06/46032308/alibaba-expands-ai-cloud-footprint-in-south-korea-with-new-data-hub-launching-in-june" rel="noreferrer noopener">Alibaba Expands AI Cloud Footprint In South Korea With New Data Hub Launching In June</a>
This particular target multiple reflects several key positive developments: the company is anticipated to have moved beyond its trough EPS, is actively concentrating on divesting low-margin operations, and is aggressively implementing measures to reduce its structural costs.
With its emphasis on pricing, e-commerce, and global sourcing, and its tendency to move in line with the broader economy, the analyst maintained a Buy rating, citing the company&#8217;s strong focus on cost and revenue management.
Despite this, Hoexter reduced second quarter of 2025, 2025, and 2026 EPS projections by 5%-8% to $1.52, $7.00, and $7.70, respectively, citing margin pressure from lost de minimis international express volumes, the phased removal of Amazon.com, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) revenues by mid-2026, and a slow macro recovery.
Per Hoexter, United Parcel Service stock has stayed near the lower end of its 15x–21x historical range amid tariff impacts and Amazon volume declines, though the company continues cutting structural costs.
International margin forecast was lowered to 14.2% from 16%, as US-China volumes dropped more than expected; while other routes are helping, the lost lane was among the most profitable.
The removal of the de minimis rule and April tariff hikes drove a major volume drop.
Domestic margin was slightly adjusted to 7.3% from 7.4%, still in line with United Parcel Service&#8217;s view, reflecting mild operating leverage. Hoexter added that the broader demand environment remains subdued.
Hoexter noted that BofA&#8217;s Truck Shipper Survey Demand Indicator, closely correlated with ISM Manufacturing, remains near freight recession levels, with the latest reading at 54.9, just above the 54.2 average of past downturns in 2012, 2015, and 2019, and still below the 60 growth threshold.
The analyst highlighted that since the freight recession began in April 2022, the company&#8217;s shares have lagged, dropping 45%, compared to a 38% gain in the S&amp;P 500 and a 17% rise in FedEx.
Price Action: UPS shares are trading higher by 0.59% to $105.09 at last check Wednesday.
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Image via Shutterstock

Reiteration

Analyst Ratings

General

UPS Streamlines Operations, Cuts Costs For Higher Returns

Microsoft Corp&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) <a href="https://www.benzinga.com/topic/microsoft" target="_blank" rel="noreferrer noopener">latest round of downsizing</a> will affect less than 4% of its workforce, or 9,000 workers. 
This marks Microsoft&#8217;s second layoff for 2025, Bloomberg reported on Wednesday, citing a company spokesperson. The company cited cost c<a href="https://www.bloomberg.com/news/articles/2025-07-02/microsoft-to-cut-9-000-workers-in-second-wave-of-major-layoffs?sref=TBDibEcD" target="_blank" rel="noreferrer noopener">ontrol affecting diverse teams, geographies, and tenures</a>.
Prior reports indicated that Microsoft planned to downsize by thousands in July, affecting salespeople and divisions, including Xbox.
Also Read: <a href="https://www.benzinga.com/markets/tech/25/07/46204491/microsofts-ai-and-cloud-scale-drives-market-beating-returns" target="_blank" rel="noreferrer noopener">Microsoft&#8217;s AI And Cloud Scale Drives Market-Beating Returns</a>
Candy Crush parent King division slashed 10% of its staff, or about 200 jobs, Bloomberg <a target="_blank" href="https://www.bloomberg.com/news/articles/2025-07-02/microsoft-begins-deep-job-cuts-across-xbox-division?sref=TBDibEcD" rel="noreferrer noopener">reported</a> on Wednesday, citing unnamed sources familiar with the matter. Microsoft&#8217;s other European offices, like ZeniMax, also began informing employees about layoffs.
Microsoft will soon inform its U.S. units about their respective downsizing.
Microsoft&#8217;s gaming division had about 20,000 employees as of January 2024.
Microsoft slashed 6,000 jobs in May, mainly affecting product and engineering positions.
The company&nbsp;had&nbsp;228,000 workers at the end of June 2024, including 45,000 in sales and marketing.
In April 2025, Microsoft <a target="_blank" href="https://www.benzinga.com/markets/tech/25/06/46077791/xbox-braces-for-fourth-major-layoff-round-in-18-months-as-microsoft-pivots-to-ai" rel="noreferrer noopener">shut down its</a> China joint venture, Wicresoft, cutting 2,000 jobs as part of ongoing efforts to streamline operations. Throughout 2024, the company steadily reduced its workforce by thousands. Earlier, in early 2023, Microsoft laid off 10,000 employees—around 4%- 5% of its staff—citing slower growth after the pandemic and the need to adapt to shifting economic conditions.
Microsoft remained firmly on track to spend about $80 billion building AI data centers this fiscal year.&nbsp;
In April, Microsoft reported <a target="_blank" href="https://www.benzinga.com/25/04/45117886/microsoft-q3-earnings-highlights-revenue-beat-eps-beat-cloud-revenue-up-20" rel="noreferrer noopener">third-quarter revenue</a> of $70.07 billion, up 13% year-over-year. The revenue total beat a Street consensus estimate of $68.43 billion.
Total Microsoft Cloud revenue was $42.4 billion in the quarter, up 20% Y/Y. Azure and other cloud services revenue was up 33% Y/Y. In the More Personal Computing segment, Xbox content and revenue were up 8% Y/Y, with Search and news advertising revenue up 21% Y/Y.
The quarterly <a target="_blank" href="https://www.microsoft.com/en-us/investor/earnings/fy-2025-q3/press-release-webcast" rel="noreferrer noopener">net income of</a> $25.8 billion increased 18% Y/Y. The margin expanded by 139 bps to 36.9%.
Bloomberg <a target="_blank" href="https://www.bloomberg.com/news/newsletters/2025-07-02/microsoft-s-job-cuts-point-to-squeeze-from-rising-expense-of-ai?sref=TBDibEcD" rel="noreferrer noopener">expects</a> generative AI spending to reach $1.8 trillion or 14%-16% of all technology spending by 2032, pressurizing hyperscalers like Microsoft and its Big Tech peers to generate return on assets for capital spending.
Economist&nbsp;Craig Shapiro&nbsp;warned <a target="_blank" href="https://www.benzinga.com/markets/economic-data/25/06/46093421/ai-will-disrupt-25-of-us-jobs-by-2030-and-the-fed-cant-save-them-economist-warns" rel="noreferrer noopener">against a looming crisis</a> as tech giants like Amazon.com (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) and Microsoft pour billions into AI, which Goldman Sachs projects could automate 25% of U.S. jobs by 2030.
MSFT&nbsp;Price Action:&nbsp;MSFT stock was trading higher by 0.04% to $492.30 at last check on Wednesday.
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Image: Shutterstock

Microsoft Cuts 9,000 Jobs In Second 2025 Layoff As AI Expansion Pushes Cost Controls

<a href="https://www.benzinga.com/topic/marvell" target="_blank" rel="noreferrer noopener">Data infrastructure chip</a> company Marvell Technology&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) stock has plunged 31% year-to-date, despite gaining 22% in the last three months, as it grapples with intense competition, macroeconomic uncertainty fueled by <a href="https://www.benzinga.com/markets/tech/25/06/46035836/nvidia-broadcom-marvell-and-other-chip-stocks-fall-on-unexpected-us-move" target="_blank" rel="noreferrer noopener">U.S. semiconductor sanctions</a>, and tariff policies.
On May 6, <a href="https://www.benzinga.com/news/guidance/25/05/45239459/marvell-technology-stock-is-falling-after-the-bell-whats-happening" target="_blank" rel="noreferrer noopener">the company announced</a> postponing its Investor Day from June 10 to a future date in 2026, citing macroeconomic uncertainty.
Marvell Technology specializes in&nbsp;designing semiconductor solutions that power modern data infrastructure. It focuses on high-performance chips for cloud computing, networking, storage, 5G, and automotive applications.
Also Read: <a href="https://www.benzinga.com/25/05/45565087/cramer-backs-marvell-again-as-ai-deals-with-amazon-microsoft-fuel-stock-surge" target="_blank" rel="noreferrer noopener">Cramer Backs Marvell Again As AI Deals With Amazon, Microsoft Fuel Stock Surge</a>
Now, let&#8217;s examine how the broader market indices performed.
PHLX Semiconductor Index&nbsp;(SOX),&nbsp;of which Marvell is also a constituent, generated 11% returns year-to-date and 29% in the last three months. The S&amp;P 500 Index generated over 5% year-to-date and 10% in the last three months, while the NASDAQ Composite Index generated 5% and 16% returns during the same periods.
<h2 class="wp-block-heading">Marvell&#8217;s Latest Quarterly Results</h2>
On May 29, Marvell reported <a href="https://www.benzinga.com/news/earnings/25/05/45681892/marvell-technology-stock-slips-after-q1-results-details" target="_blank" rel="noreferrer noopener">first-quarter adjusted earnings</a> of 62 cents per share, which beat the Street estimate of 61 cents. Quarterly revenue came in at $1.9 billion, up 63% year-over-year, which beat the consensus estimate of $1.88 billion.
The gain was backed by rapid scaling of its custom silicon programs and robust shipments of its electro-optics products. 
Marvell expects second-quarter net revenue of $1.90 billion-$2.10 billion (versus analyst consensus of $1.98 billion) and adjusted EPS of 62 cents-72 cents (versus analyst consensus of 66 cents). However, <a href="https://www.benzinga.com/news/25/05/45700771/marvell-technology-analysts-slash-their-forecasts-after-q1-earnings" target="_blank" rel="noreferrer noopener">Wall Street firms</a>, including Needham, Wells Fargo, and Keybanc, cut their price forecasts on the stock.
<h2 class="wp-block-heading">Analyst Optimism</h2>
Recalling an event in February, Bank of America Securities analyst Vivek Arya <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">expressed conviction in both</a> GPU vendors, such as Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), and ASIC vendors, including Broadcom Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and Marvell, on the rising tide of AI compute and networking demand. He noted that ASICs are winning over a 10%-15% share of the overall accelerator market, despite GPUs commanding over an 80% share.
On May 8, JPMorgan analyst Harlan Sur dismissed concerns about market share loss, citing Marvell's ongoing <a href="https://www.benzinga.com/25/05/45294370/marvells-custom-ai-chips-for-microsoft-and-aws-stay-on-track-analyst-sees-strong-growth-ahead">AI chip projects</a> with Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) and Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), which remain on track with no reported share loss. He reiterated his estimate of $4 billion in AI revenue for Marvell in 2025, driven by growth in custom AI chips (ASICs) and networking.&#8221;
Marvell hosted a Custom AI Investor Event, streamed live on June 17, 2025, highlighting advances in Marvell&#8217;s technology platform. Wall Street firms, including Needham and JP Morgan, rerated Marvell after the event.
The analysts noted that Marvell raised its 2028 Data Center Total Addressable Market estimate to $94 billion, up from $75 billion. All subsegments drove the growth. The company expects its &#8216;Custom XPU attach&#8217; segment to grow at a 90% CAGR through 2028, outpacing broader segment growth, the analysts added.
Marvell has a <a href="https://www.benzinga.com/quote/MRVL/analyst-ratings" target="_blank" rel="noreferrer noopener">consensus price forecast</a> of $100.45 based on the ratings of 31 analysts. The high is $150, issued by Barclays on Jan. 17, and the low is $67, issued by Redburn Atlantic on May 28. With an average price forecast of $88.67, Marvell has an implied 16.36% upside from the most recent analyst ratings.
Price Action: MRVL stock was trading higher by 3.2% to $78.73 at last check Wednesday.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/tech/25/06/45978623/marvell-launches-new-power-regulator-and-2nm-memory-chips-to-boost-ai-cloud-efficiency" target="_blank" rel="noreferrer noopener">Marvell Launches New Power Regulator And 2nm Memory Chips To Boost AI, Cloud Efficiency</a></li>
</ul>
Photo: Shutterstock

MRVL

Marvell Technology Could Be On The Brink Of A Dramatic Comeback

Truist Securities analyst Youssef Squali maintains Amazon.com (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) with a Buy and raises the price target from $226 to $250.

Price Target

Truist Securities Maintains Buy on Amazon.com, Raises Price Target to $250

In the dynamic and fiercely competitive business environment, conducting a thorough analysis of companies is crucial for investors and industry enthusiasts. In this article, we will perform an extensive industry comparison, evaluating Amazon.com (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) in relation to its major competitors in the Broadline Retail industry. By closely examining crucial financial metrics, market position, and growth prospects, we aim to offer valuable insights for investors and shed light on company's performance within the industry.
<h3>Amazon.com Background</h3>
Amazon is the leading online retailer and marketplace for third party sellers. Retail related revenue represents approximately 75% of total, followed by Amazon Web Services' cloud computing, storage, database, and other offerings (15%), advertising services (5% to 10%), and other the remainder. International segments constitute 25% to 30% of Amazon's non-AWS sales, led by Germany, the United Kingdom, and Japan.
<table>
<thead>
<tr>
<th>Company</th>
<th>P/E</th>
<th>P/B</th>
<th>P/S</th>
<th>ROE</th>
<th>EBITDA (in billions)</th>
<th>Gross Profit (in billions)</th>
<th>Revenue Growth</th>
</tr>
</thead>
<tbody>
<tr>
<td>Amazon.com Inc</td>
<td>35.91</td>
<td>7.65</td>
<td>3.64</td>
<td>5.79%</td>
<td>$36.48</td>
<td>$78.69</td>
<td>8.62%</td>
</tr>
<tr>
<td>Alibaba Group Holding Ltd</td>
<td>15.25</td>
<td>1.93</td>
<td>1.98</td>
<td>1.23%</td>
<td>$21.8</td>
<td>$90.83</td>
<td>6.57%</td>
</tr>
<tr>
<td>PDD Holdings Inc</td>
<td>11.29</td>
<td>3.26</td>
<td>2.78</td>
<td>4.59%</td>
<td>$16.09</td>
<td>$54.73</td>
<td>10.21%</td>
</tr>
<tr>
<td>MercadoLibre Inc</td>
<td>61.54</td>
<td>25.34</td>
<td>5.67</td>
<td>10.56%</td>
<td>$0.92</td>
<td>$2.77</td>
<td>36.97%</td>
</tr>
<tr>
<td>Coupang Inc</td>
<td>213.79</td>
<td>12.43</td>
<td>1.77</td>
<td>2.53%</td>
<td>$0.36</td>
<td>$2.32</td>
<td>11.16%</td>
</tr>
<tr>
<td>JD.com Inc</td>
<td>7.95</td>
<td>1.44</td>
<td>0.30</td>
<td>4.6%</td>
<td>$14.27</td>
<td>$47.85</td>
<td>15.78%</td>
</tr>
<tr>
<td>eBay Inc</td>
<td>18.29</td>
<td>7.08</td>
<td>3.62</td>
<td>9.95%</td>
<td>$0.77</td>
<td>$1.86</td>
<td>1.13%</td>
</tr>
<tr>
<td>Ollie's Bargain Outlet Holdings Inc</td>
<td>40.15</td>
<td>4.63</td>
<td>3.45</td>
<td>2.78%</td>
<td>$0.07</td>
<td>$0.24</td>
<td>13.35%</td>
</tr>
<tr>
<td>Vipshop Holdings Ltd</td>
<td>7.79</td>
<td>1.39</td>
<td>0.54</td>
<td>4.85%</td>
<td>$2.45</td>
<td>$6.08</td>
<td>-4.98%</td>
</tr>
<tr>
<td>Dillard's Inc</td>
<td>12.47</td>
<td>3.79</td>
<td>1.10</td>
<td>8.97%</td>
<td>$0.26</td>
<td>$0.69</td>
<td>-1.64%</td>
</tr>
<tr>
<td>MINISO Group Holding Ltd</td>
<td>16.76</td>
<td>3.80</td>
<td>2.32</td>
<td>3.98%</td>
<td>$0.65</td>
<td>$1.96</td>
<td>18.89%</td>
</tr>
<tr>
<td>Macy's Inc</td>
<td>6.23</td>
<td>0.75</td>
<td>0.15</td>
<td>0.84%</td>
<td>$0.31</td>
<td>$2.0</td>
<td>-4.14%</td>
</tr>
<tr>
<td>Savers Value Village Inc</td>
<td>75.29</td>
<td>3.95</td>
<td>1.13</td>
<td>-1.13%</td>
<td>$0.03</td>
<td>$0.2</td>
<td>4.51%</td>
</tr>
<tr>
<td>Kohl's Corp</td>
<td>8.40</td>
<td>0.27</td>
<td>0.06</td>
<td>-0.4%</td>
<td>$0.23</td>
<td>$1.4</td>
<td>-4.41%</td>
</tr>
<tr>
<td>Hour Loop Inc</td>
<td>159</td>
<td>9.61</td>
<td>0.40</td>
<td>11.93%</td>
<td>$0.0</td>
<td>$0.01</td>
<td>4.68%</td>
</tr>
<tr>
<td>Average</td>
<td>46.73</td>
<td>5.69</td>
<td>1.8</td>
<td>4.66%</td>
<td>$4.16</td>
<td>$15.21</td>
<td>7.72%</td>
</tr>
</tbody>
</table>
<style>
 table {
 width: 100%;
 border-collapse: collapse;
 font-family: Arial, sans-serif;
 font-size: 14px;
 }

 th, td {
 padding: 8px;
 text-align: left;
 }

 th {
 background-color: #293a5a;
 color: #fff;
 text-align: left;
 }

 tr:nth-child(even) {
 background-color: #f2f4f8;
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 tr:hover {
 background-color: #e1e4ea;
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 td:nth-child(3), td:nth-child(5) {
 text-align: left;
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 font-weight: bold;
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 }

 .dividend-frequency {
 font-size: 12px;
 color: #6c757d;
 }
 </style>Through an analysis of Amazon.com, we can infer the following trends: 
<ul>
<li>
With a Price to Earnings ratio of 35.91, which is 0.77x less than the industry average, the stock shows potential for growth at a reasonable price, making it an interesting consideration for market participants.
</li>
<li>
The elevated Price to Book ratio of 7.65 relative to the industry average by 1.34x suggests company might be overvalued based on its book value.
</li>
<li>
The stock's relatively high Price to Sales ratio of 3.64, surpassing the industry average by 2.02x, may indicate an aspect of overvaluation in terms of sales performance.
</li>
<li>
The Return on Equity (ROE) of 5.79% is 1.13% above the industry average, highlighting efficient use of equity to generate profits.
</li>
<li>
The company has higher Earnings Before Interest, Taxes, Depreciation, and Amortization (EBITDA) of $36.48 Billion, which is 8.77x above the industry average, indicating stronger profitability and robust cash flow generation.
</li>
<li>
With higher gross profit of $78.69 Billion, which indicates 5.17x above the industry average, the company demonstrates stronger profitability and higher earnings from its core operations.
</li>
<li>
The company's revenue growth of 8.62% exceeds the industry average of 7.72%, indicating strong sales performance and market outperformance.
</li>
</ul>
<h3>Debt To Equity Ratio</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1751468507_0.png" alt="debt to equity" />
The debt-to-equity (D/E) ratio indicates the proportion of debt and equity used by a company to finance its assets and operations.
Considering the debt-to-equity ratio in industry comparisons allows for a concise evaluation of a company's financial health and risk profile, aiding in informed decision-making.
By evaluating Amazon.com against its top 4 peers in terms of the Debt-to-Equity ratio, the following observations arise:
<ul>
<li>
When considering the debt-to-equity ratio, Amazon.com exhibits a stronger financial position compared to its top 4 peers.
</li>
<li>
This indicates that the company has a favorable balance between debt and equity, with a lower debt-to-equity ratio of 0.44, which can be perceived as a positive aspect by investors.
</li>
</ul>
<h3>Key Takeaways</h3>
For Amazon.com, the PE ratio is low compared to its peers in the Broadline Retail industry, indicating potential undervaluation. The high PB and PS ratios suggest that the market values Amazon.com's assets and sales highly. Amazon.com's high ROE, EBITDA, gross profit, and revenue growth outperform its industry peers, reflecting strong financial performance and growth potential.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Understanding Amazon.com's Position In Broadline Retail Industry Compared To Competitors

Amazon.com (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) has outperformed the market over the past 20 years by 18.77% on an annualized basis producing an average annual return of 27.23%. Currently, Amazon.com has a market capitalization of $2.31 trillion. 
Buying $1000 In AMZN: If an investor had bought $1000 of AMZN stock 20 years ago, it would be worth $126,540.01 today based on a price of $219.80 for AMZN at the time of writing.
<h3>Amazon.com's Performance Over Last 20 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1751468416_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Here's How Much $1000 Invested In Amazon.com 20 Years Ago Would Be Worth Today

A July filing shows that Representative Cleo Fields reported a purchase in NVIDIA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), valued between $3,563,043 and $11,070,000. The transaction date is listed as June 26, 2025, with the report published on July 1, 2025.
At present, NVIDIA shares are trading up 1.78% at $156.03.
<h3>Representative's Recent Trading Activity</h3>
Over the past three years, Cleo Fields executed 45 trades totaling over $4.06 million. The largest of these trades were in NVIDIA and Microsoft stock. Some of the key transactions the Rep. has executed recently include: 
<ul>
<li>NVIDIA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>): $1,000,001 - $5,000,000 Purchase</li>
<li>Amazon.com (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>): $100,001 - $250,000 Purchase</li>
<li>Apple (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>): $100,001 - $250,000 Purchase</li>
</ul>
Here is a list of Cleo Fields's most recent trades:
<table>
<thead>
<tr>
<th>Company</th>
<th>Ticker</th>
<th>Stock Type</th>
<th>Amount</th>
<th>Transaction Type</th>
<th>Transaction Date</th>
</tr>
</thead>
<tbody>
<tr>
<td>Amazon.com</td>
<td>AMZN</td>
<td>STOCK</td>
<td>$100,001 - $250,000</td>
<td>P</td>
<td>2025-06-30</td>
</tr>
<tr>
<td>Apple</td>
<td>AAPL</td>
<td>STOCK</td>
<td>$50,001 - $100,000</td>
<td>P</td>
<td>2025-06-30</td>
</tr>
<tr>
<td>Apple</td>
<td>AAPL</td>
<td>STOCK</td>
<td>$50,001 - $100,000</td>
<td>P</td>
<td>2025-06-30</td>
</tr>
<tr>
<td>Apple</td>
<td>AAPL</td>
<td>STOCK</td>
<td>$100,001 - $250,000</td>
<td>P</td>
<td>2025-06-30</td>
</tr>
<tr>
<td>Apple</td>
<td>AAPL</td>
<td>STOCK</td>
<td>$15,001 - $50,000</td>
<td>P</td>
<td>2025-06-30</td>
</tr>
</tbody>
</table>
If you want to stay updated on Cleo Fields's trades and other congressional members, check out our <a href="https://www.benzinga.com/gov-trades/members/cleo-fields">government trades tool</a> to track their activity in real time!
<h3>The Importance of Congressional Transactions</h3>
A congressional transaction is when any representative or senator either buys or sells an individual stock.
Anyone working in Congress must file a Periodic Transaction Report to inform the public of their recent transaction within 30 days of being notified of the transaction and within 45 days of the transaction date.
In April 2012, Former President Barack Obama signed the STOCK Act into law. The act prohibits members of Congress from using private information given to them by their position for personal gain such as buying or selling a stock. The act also expanded disclosure requirements for members of Congress by requiring them to file a monthly disclosure.
<h3>The Importance of Congressional Transactions</h3>
Congressional transactions shouldn't be the primary reason for an investing decision, but they can be an important factor for an investor to consider.
When a senator or representative makes a new purchase, it could be an indication they expect the stock to rise.
A sale, on the other hand, can be made for a variety of reasons, and may not necessarily mean the seller thinks the stock will go down.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Government

Politics

Recent Report Shows That Rep. Cleo Fields Bought Up to $11.07M Worth of NVIDIA Stock

On CNBC's &#8220;<a href="https://www.cnbc.com/video/2025/07/01/final-trades-amazon-american-express-citigroup-and-chipotle.html">Halftime Report Final Trades</a>,&#8221; Joshua Brown, co-founder and CEO of Ritholtz Wealth Management, said Mark Mahaney took his target on Amazon.com, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) to $280. &#8220;I think he is going<a href="https://www.benzinga.com/quote/AMZN"> to be right,&#8221; he added</a>.
Amazon's 11th Prime Day event will commence on July 8 and run for four days, concluding on July 11. This marks a significant expansion, doubling the duration of last year's two-day event. As in previous years, early access promotions will be available.
Joseph M. Terranova, senior managing director for Virtus Investment Partners, named American Express Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AXP#NYSE">AXP</a>) as his final trade.
On the earnings front, American Express will host a live audio webcast of its earnings conference call on Friday, July 18, to discuss the company&#8217;s second-quarter financial results.
Don't forget to check out our <a href="https://www.benzinga.com/premarket/">premarket coverage here</a> 
Jim Lebenthal of Cerity Partners picked Citigroup Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/C#NYSE">C</a>), saying, "13% more until it gets to tangible book value."
Lending support to his choice, B of A Securities analyst Ebrahim Poonawala, on June 26, maintained Citigroup with a Buy and raised the price target from $89 to $100.
Stephanie Link, chief investment strategist and portfolio manager at Hightower, named Chipotle Mexican Grill, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMG#NYSE">CMG</a>) as her final trade.
Supporting her view, Barclays analyst Jeffrey Bernstein raised the price target from $52 to $54 on June 26.
Price Action:
<ul class="wp-block-list">
<li>Amazon.com shares rose 0.5% to close at $220.46 on Tuesday.</li>
<li>American Express rose 1.1% to settle at $322.53 during the session.</li>
<li>Citigroup shares gained 1.4% to settle at $86.27 on Tuesday.</li>
<li>Chipotle shares rose 3.7% to close at $58.24 on Tuesday.</li>
</ul>
Check This Out: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/trading-ideas/long-ideas/25/07/46192054/cramer-backs-this-mining-giant-after-1-6b-bet">Cramer Backs This Mining Giant After $1.6B Bet</a></li>
</ul>
Image created using artificial intelligence via Midjourney.

Media

Amazon, Chipotle, Citigroup And A Credit Card Stock On CNBC's 'Final Trades'

Autonomous vehicles, or AVs, are no longer a distant dream or science fiction—they're hitting roads, farms and factories worldwide as breakthroughs in artificial intelligence spark a commercial revolution across <a href="https://www.benzinga.com/topic/autonomous-vehicles">a $1.2 trillion industry.</a>
In a report shared with clients on Tuesday, Bank of America indicated that AVs have reached a pivotal inflection point thanks to dramatic advances in AI, simulation, and computing power.
To date, autonomous robotaxis have completed 186 million commercial miles as of April 2025. These vehicles are now operating in seven global cities, with plans to expand into 20 additional markets in the near future.
&#8220;Autonomous vehicles are having their ‘ChatGPT moment' and are no longer a moonshot," said the bank&#8217;s analyst Martyn Briggs. 
See Also: <a href="https://www.benzinga.com/markets/equities/25/07/46204187/palantir-stumbles-solar-stocks-rally-as-senate-approves-tax-bill-whats-moving-markets-tuesday">Palantir Stumbles, Solar Stocks Rally As Senate Approves Tax Bill: What&#8217;s Moving Markets Tuesday?</a>
<h2 class="wp-block-heading">AI, Not Just Automation, Is Driving The AV Revolution</h2>
Unlike earlier generations of self-driving systems, which relied on hard-coded software and maps, the latest wave of AVs is driven by "physical AI," according to the report.
This includes neural networks that continuously learn from real-world data and simulation environments known as "digital twins," which drastically reduce the need for on-road testing.
New capabilities like language models are adding "reasoning and interpretability to driving decisions," Briggs said, while supercomputers integrated into vehicles are enabling autonomous driving in new geographies and use cases.
The cost to deploy AVs is also falling. Hardware, such as LiDAR sensors, is getting cheaper.
<h2 class="wp-block-heading">Market Potential: Not Just Cars—Everything That Moves</h2>
The AV market is broader than just robotaxis. While cars represent a $700 billion opportunity by 2040, Bank of America estimates the total addressable market doubles to $1.2 trillion when including autonomous trucks, public transit, agricultural and mining vehicles. 
Some off-road AVs are already commercially available, with reported gains of 30% in productivity and 50% labor cost savings in industries like agriculture and mining.
Robotrucks are set to disrupt the $4 trillion global freight market. Autonomous trucking is accelerating fast, with 90 active pilot programs worldwide—two-thirds of which target long-haul freight. 
Seven of these pilots are nearing commercialization, with the goal of large-scale rollouts by 2027. Briggs said the freight industry is poised for transformation as AVs address "structural challenges like driver shortages" while reducing costs.
The story is no longer just about cars: &#8220;Anything that moves could become autonomous," Briggs said.
<h3 class="wp-block-heading">How to Invest In Autonomous Vehicle Market: 28 Stocks To Watch</h3>
The Bank of America report identifies 28 publicly traded companies across six sub-sectors—vehicle manufacturers, mobility platforms, software, sensors, semiconductors and insurance—with a combined market cap of approximately $9 trillion.
Original Equipment Manufacturers (OEMs):
<ul class="wp-block-list">
<li>Caterpillar Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CAT#NYSE">CAT</a>): Dominates autonomous mining trucks</li>
<li>Deere &amp; Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DE#NYSE">DE</a>): Precision farming with autonomous tractors</li>
<li>Toyota Motor Corp. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/TOYOF#OTC">TOYOF</a>) and Hyundai Motor Co. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/HYMLF#OTC">HYMLF</a>): Partnered with Waymo and Aurora</li>
<li>XPeng Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XPEV#NYSE">XPEV</a>): Advanced driver-assistance systems (ADAS) and autopilot EVs</li>
<li>Daimler Truck Holding AG (OTC:<a class="ticker" href="https://www.benzinga.com/stock/DTGHF#OTC">DTGHF</a>): Global leader in heavy-duty autonomous trucks</li>
<li>Xiaomi Corp. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/XIACF#OTC">XIACF</a>): Integrating LiDAR and autopilot tech into smart vehicles</li>
</ul>
Mobility Platforms:
<ul class="wp-block-list">
<li>Uber Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NYSE">UBER</a>): Expanding AV ride-hailing with Waymo, Aurora and WeRide partnerships</li>
</ul>
Software Providers:
<ul class="wp-block-list">
<li>Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>): Building purpose-built AVs through Zoox</li>
<li>Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>): Operating Waymo robotaxis across U.S. cities</li>
<li>Dassault Systemes SE (OTC:<a class="ticker" href="https://www.benzinga.com/stock/DASTF#OTC">DASTF</a>): Offers digital twin simulations and AV design platforms</li>
<li>Baidu Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NASDAQ">BIDU</a>) and Pony.ai (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PONY#NASDAQ">PONY</a>): Operating robotaxis and robotrucks in China</li>
</ul>
Sensor Companies:
<ul class="wp-block-list">
<li>Aptiv PLC (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APTV#NYSE">APTV</a>), Denso Corp. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/DNZOF#OTC">DNZOF</a>), Allegro MicroSystems Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ALGM#NASDAQ">ALGM</a>): Supplying ADAS sensors, radar, and steering systems</li>
<li>Hesai Group (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HSAI#NASDAQ">HSAI</a>) and RoboSense (OTC:<a class="ticker" href="https://www.benzinga.com/stock/XEDSF#OTC">XEDSF</a>): Global leaders in LiDAR tech</li>
</ul>
Semiconductor Leaders:
<ul class="wp-block-list">
<li>Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>): AV chips, AI training, simulation, and supercomputing platforms</li>
<li>Qualcomm Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>), Mobileye Global Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MBLY#NASDAQ">MBLY</a>), NXP Semiconductors NV (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NXPI#NASDAQ">NXPI</a>): Enabling computer vision and ADAS systems</li>
<li>Infineon Technologies AG (OTC:<a class="ticker" href="https://www.benzinga.com/stock/IFNNF#OTC">IFNNF</a>), STMicroelectronics NV (OTC:<a class="ticker" href="https://www.benzinga.com/stock/STMEF#OTC">STMEF</a>), Horizon Robotics (OTC:<a class="ticker" href="https://www.benzinga.com/stock/HRZRF#OTC">HRZRF</a>): Leading providers of AV-specific silicon and AI hardware</li>
</ul>
Insurance:
<ul class="wp-block-list">
<li>Progressive Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PGR#NYSE">PGR</a>): Developing AV insurance products tailored for new risk profiles. </li>
</ul>
Surprisingly, one name was notably absent from the Bank of America&#8217;s list of autonomous vehicle investment picks: Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>). 
Now Read
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/tech/25/06/46180484/nvidia-palantir-tech-stocks-to-buy-q3-2025-sectors">Nvidia, Palantir Fuel Historic Tech Rally — And It&#8217;s Far From Done</a><span class="author" style="box-sizing: border-box; border: 0px solid rgb(229, 231, 235); --tw-scale-x: 1; --tw-scale-y: 1; --tw-pan-x: ; --tw-pan-y: ; --tw-pinch-zoom: ; --tw-scroll-snap-strictness: proximity; --tw-gradient-from-position: ; --tw-gradient-via-position: ; --tw-gradient-to-position: ; --tw-ordinal: ; --tw-slashed-zero: ; --tw-numeric-figure: ; --tw-numeric-spacing: ; --tw-numeric-fraction: ; --tw-ring-inset: ; --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgb(59 130 246/0.5); --tw-ring-offset-shadow: 0 0 #0000; --tw-ring-shadow: 0 0 #0000; --tw-shadow: 0 0 #0000; --tw-shadow-colored: 0 0 #0000; --tw-blur: ; --tw-brightness: ; --tw-contrast: ; --tw-grayscale: ; --tw-hue-rotate: ; --tw-invert: ; --tw-saturate: ; --tw-sepia: ; --tw-drop-shadow: ; --tw-backdrop-blur: ; --tw-backdrop-brightness: ; --tw-backdrop-contrast: ; --tw-backdrop-grayscale: ; --tw-backdrop-hue-rotate: ; --tw-backdrop-invert: ; --tw-backdrop-opacity: ; --tw-backdrop-saturate: ; --tw-backdrop-sepia: ; --tw-contain-size: ; --tw-contain-layout: ; --tw-contain-paint: ; --tw-contain-style: ;"></li>
</ul>
Image: Midjourney

Global

Econ #s

ALGM

APTV

BIDU

DASTF

DNZOF

DTGHF

HRZRF

HSAI

HYMLF

IFNNF

MBLY

NXPI

QCOM

STMEF

TOYOF

UBER

XEDSF

XIACF

XPEV

XPNGF

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Date	Put/Call	Strike Price	Exp Date	DTE	Trade Vol	Day Vol	Vol / OI	OI	Trade Type	Sentiment
09:52 AMJul 02, 2025	CALL	$180.00	Jun 17, 2027	710	251	251	4	6625	SWEEP	BULLISH
02:10 PMJul 01, 2025	CALL	$225.00	Aug 15, 2025	39	3468	2154	31	11231	SWEEP	BULLISH
10:41 AMJul 01, 2025	CALL	$150.00	Jan 16, 2026	193	84	75	1	10132	TRADE	BEARISH
02:24 PMJun 30, 2025	CALL	$90.00	Dec 17, 2027	893	105	105	87	121	TRADE	BEARISH
02:11 PMJun 30, 2025	CALL	$85.00	Dec 17, 2027	893	36	35	17	218	TRADE	BEARISH
11:46 AMJun 30, 2025	CALL	$270.00	Dec 19, 2025	165	2654	2629	134	1977	SWEEP	BEARISH
03:42 PMJun 27, 2025	CALL	$215.00	Jul 18, 2025	11	9783	1664	51	19110	SWEEP	BEARISH
01:57 PMJun 27, 2025	CALL	$210.00	Sep 19, 2025	74	856	500	8	10316	SWEEP	BULLISH
01:02 PMJun 27, 2025	CALL	$210.00	Aug 15, 2025	39	2908	406	21	13936	SWEEP	BEARISH
10:41 AMJun 27, 2025	PUT	$200.00	Jan 16, 2026	193	5630	1511	43	13147	SWEEP	BULLISH
10:12 AMJun 27, 2025	CALL	$220.00	Jul 03, 2025	-4	15277	1849	109	14052	SWEEP	BULLISH
09:58 AMJun 27, 2025	CALL	$215.00	Jul 18, 2025	11	2345	1526	12	19110	SWEEP	BEARISH
09:46 AMJun 27, 2025	CALL	$225.00	Jul 03, 2025	-4	14689	6100	160	9205	TRADE	NEUTRAL