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BROADCOM INC

Broadcom

Broadcom is the sixth-largest semiconductor company globally and has expanded into various software businesses, with over $30 billion in annual revenue. It sells 17 core semiconductor product lines across wireless, networking, broadband, storage, and industrial markets. It is primarily a fabless designer but holds some manufacturing in-house, like for its best-of-breed FBAR filters that sell into the Apple iPhone. In software, it sells virtualization, infrastructure, and security software to large enterprises, financial institutions, and governments.Broadcom is the product of consolidation. Its businesses are an amalgamation of former companies like legacy Broadcom and Avago Technologies in chips, as well as Brocade, CA Technologies, and Symantec in software.

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Broadcom Inc

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders will search for circumstances when the market estimation of an option diverges heavily from its normal worth. High amounts of trading activity could push option prices to exaggerated or underestimated levels. 
Here's the list of options activity happening in today's session: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>NVDA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/23/25</td>
<td>$131.00</td>
<td>$29.8K</td>
<td>7.6K</td>
<td>118.4K</td>
</tr>
<tr>
<td>MSTR</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>05/30/25</td>
<td>$410.00</td>
<td>$68.1K</td>
<td>2.7K</td>
<td>28.3K</td>
</tr>
<tr>
<td>PLTR</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>05/23/25</td>
<td>$123.00</td>
<td>$26.0K</td>
<td>5.7K</td>
<td>9.3K</td>
</tr>
<tr>
<td>AVGO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/06/25</td>
<td>$250.00</td>
<td>$78.0K</td>
<td>4.5K</td>
<td>3.6K</td>
</tr>
<tr>
<td>RGTI</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$15.00</td>
<td>$28.6K</td>
<td>3.2K</td>
<td>2.3K</td>
</tr>
<tr>
<td>APLD</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/15/27</td>
<td>$5.00</td>
<td>$27.2K</td>
<td>5.7K</td>
<td>2.1K</td>
</tr>
<tr>
<td>AAPL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>07/18/25</td>
<td>$195.00</td>
<td>$226.8K</td>
<td>2.3K</td>
<td>1.0K</td>
</tr>
<tr>
<td>MSFT</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$455.00</td>
<td>$221.0K</td>
<td>2.0K</td>
<td>517</td>
</tr>
<tr>
<td>AMD</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$120.00</td>
<td>$34.9K</td>
<td>9.4K</td>
<td>453</td>
</tr>
<tr>
<td>INTU</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/18/25</td>
<td>$720.00</td>
<td>$446.0K</td>
<td>1</td>
<td>428</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These itemized elaborations have been created using the accompanying table. 
• For NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we notice a call option sweep that happens to be bullish, is expiring today. Parties traded 284 contract(s) at a $131.00 strike. This particular call needed to be split into 15 different trades to become filled. The total cost received by the writing party (or parties) was $29.8K, with a price of $105.0 per contract. There were 7616 open contracts at this strike prior to today, and today 118427 contract(s) were bought and sold. 
• For MSTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>), we notice a call option trade that happens to be bullish, expiring in 7 day(s) on May 30, 2025. This event was a transfer of 213 contract(s) at a $410.00 strike. The total cost received by the writing party (or parties) was $68.1K, with a price of $320.0 per contract. There were 2797 open contracts at this strike prior to today, and today 28378 contract(s) were bought and sold. 
• For PLTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>), we notice a put option sweep that happens to be bearish, is expiring today. Parties traded 500 contract(s) at a $123.00 strike. This particular put needed to be split into 11 different trades to become filled. The total cost received by the writing party (or parties) was $26.0K, with a price of $52.0 per contract. There were 5725 open contracts at this strike prior to today, and today 9362 contract(s) were bought and sold. 
• For AVGO (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), we notice a call option sweep that happens to be bullish, expiring in 14 day(s) on June 6, 2025. This event was a transfer of 200 contract(s) at a $250.00 strike. This particular call needed to be split into 20 different trades to become filled. The total cost received by the writing party (or parties) was $78.0K, with a price of $390.0 per contract. There were 4537 open contracts at this strike prior to today, and today 3628 contract(s) were bought and sold. 
• Regarding RGTI (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RGTI#NASDAQ">RGTI</a>), we observe a call option sweep with bearish sentiment. It expires in 28 day(s) on June 20, 2025. Parties traded 173 contract(s) at a $15.00 strike. This particular call needed to be split into 16 different trades to become filled. The total cost received by the writing party (or parties) was $28.6K, with a price of $165.0 per contract. There were 3226 open contracts at this strike prior to today, and today 2363 contract(s) were bought and sold. 
• For APLD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APLD#NASDAQ">APLD</a>), we notice a call option sweep that happens to be bearish, expiring in 602 day(s) on January 15, 2027. This event was a transfer of 69 contract(s) at a $5.00 strike. This particular call needed to be split into 4 different trades to become filled. The total cost received by the writing party (or parties) was $27.2K, with a price of $395.0 per contract. There were 5717 open contracts at this strike prior to today, and today 2111 contract(s) were bought and sold. 
• Regarding AAPL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), we observe a call option sweep with bullish sentiment. It expires in 56 day(s) on July 18, 2025. Parties traded 200 contract(s) at a $195.00 strike. This particular call needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $226.8K, with a price of $1134.0 per contract. There were 2383 open contracts at this strike prior to today, and today 1029 contract(s) were bought and sold. 
• Regarding MSFT (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), we observe a call option trade with bearish sentiment. It expires in 84 day(s) on August 15, 2025. Parties traded 100 contract(s) at a $455.00 strike. The total cost received by the writing party (or parties) was $221.0K, with a price of $2210.0 per contract. There were 2070 open contracts at this strike prior to today, and today 517 contract(s) were bought and sold. 
• For AMD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), we notice a call option trade that happens to be bullish, expiring in 84 day(s) on August 15, 2025. This event was a transfer of 57 contract(s) at a $120.00 strike. The total cost received by the writing party (or parties) was $34.9K, with a price of $613.0 per contract. There were 9420 open contracts at this strike prior to today, and today 453 contract(s) were bought and sold. 
• Regarding INTU (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTU#NASDAQ">INTU</a>), we observe a put option sweep with bearish sentiment. It expires in 56 day(s) on July 18, 2025. Parties traded 154 contract(s) at a $720.00 strike. This particular put needed to be split into 29 different trades to become filled. The total cost received by the writing party (or parties) was $446.0K, with a price of $2850.0 per contract. There were 1 open contracts at this strike prior to today, and today 428 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more about unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Options

AAPL

APLD

INTU

MSTR

PLTR

RGTI

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

Whales with a lot of money to spend have taken a noticeably bullish stance on Broadcom.
Looking at options history for Broadcom (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>) we detected 19 trades.
If we consider the specifics of each trade, it is accurate to state that 36% of the investors opened trades with bullish expectations and 31% with bearish.
From the overall spotted trades, 5 are puts, for a total amount of $161,788 and 14, calls, for a total amount of $3,676,891.
<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 $185.0 to $370.0 for Broadcom during the past quarter. 
<h3>Volume &amp; Open Interest Development</h3>
Looking at the volume and open interest is an insightful way to conduct due diligence on a stock.
This data can help you track the liquidity and interest for Broadcom's options for a given strike price.
Below, we can observe the evolution of the volume and open interest of calls and puts, respectively, for all of Broadcom's whale activity within a strike price range from $185.0 to $370.0 in the last 30 days. 
<h3>Broadcom Option Activity Analysis: Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1748008860_0.png" alt="Options Call Chart" />
<h3>Largest Options Trades Observed:</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>AVGO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$10.75</td>
<td>$9.8</td>
<td>$9.8</td>
<td>$235.00</td>
<td>$1.7M</td>
<td>9.9K</td>
<td>1.0K</td>
</tr>
<tr>
<td>AVGO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$10.75</td>
<td>$10.25</td>
<td>$10.25</td>
<td>$235.00</td>
<td>$486.8K</td>
<td>9.9K</td>
<td>1.0K</td>
</tr>
<tr>
<td>AVGO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$10.75</td>
<td>$10.25</td>
<td>$10.25</td>
<td>$235.00</td>
<td>$307.5K</td>
<td>9.9K</td>
<td>65</td>
</tr>
<tr>
<td>AVGO</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>07/18/25</td>
<td>$9.35</td>
<td>$9.25</td>
<td>$9.35</td>
<td>$250.00</td>
<td>$300.1K</td>
<td>12.9K</td>
<td>346</td>
</tr>
<tr>
<td>AVGO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/06/25</td>
<td>$4.3</td>
<td>$4.2</td>
<td>$4.3</td>
<td>$250.00</td>
<td>$215.0K</td>
<td>4.5K</td>
<td>1.5K</td>
</tr>
</tbody>
</table>

<h3>About Broadcom</h3>
Broadcom is the sixth-largest semiconductor company globally and has expanded into various software businesses, with over $30 billion in annual revenue. It sells 17 core semiconductor product lines across wireless, networking, broadband, storage, and industrial markets. It is primarily a fabless designer but holds some manufacturing in-house, like for its best-of-breed FBAR filters that sell into the Apple iPhone. In software, it sells virtualization, infrastructure, and security software to large enterprises, financial institutions, and governments.Broadcom is the product of consolidation. Its businesses are an amalgamation of former companies like legacy Broadcom and Avago Technologies in chips, as well as Brocade, CA Technologies, and Symantec in software.
Having examined the options trading patterns of Broadcom, our attention now turns directly to the company. This shift allows us to delve into its present market position and performance
<h3>Broadcom's Current Market Status</h3>
<ul>
<li>Currently trading with a volume of 1,539,493, the AVGO's price is down by -0.81%, now at $228.66. </li>
<li>RSI readings suggest the stock is currently may be overbought.</li>
<li>Anticipated earnings release is in 13 days.</li>
</ul>
<h3>What The Experts Say On Broadcom</h3>
1 market experts have recently issued ratings for this stock, with a consensus target price of $230.0.
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&#x2A; An analyst from Seaport Global has revised its rating downward to Buy, adjusting the price target to $230. 
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If you want to stay updated on the latest options trades for Broadcom, <a href="https://www.benzinga.com/pro/">Benzinga Pro</a> gives you real-time options trades alerts.

Market Whales and Their Recent Bets on AVGO Options

BofA Securities on Thursday noted two key recently <a target="_blank" href="https://www.benzinga.com/topic/ai" rel="noreferrer noopener">announced AI scale-up</a> interconnect protocols: Nvidia Corp&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) NVLink Fusion and the Advanced Micro Devices, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), Broadcom Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>) backed open-standard Ultra Accelerator Link (UALink). The analyst noted that both are critical scale-up techs connecting AI accelerators (GPUs, ASICs) via fast, low-latency, and shared-memory networking, enabling the scaling of accelerators into large rack-scale systems.
The analyst said UALink is the industry&#8217;s latest effort to catch up to Nvidia&#8217;s proprietary NVLink technology, the chip maker&#8217;s key advantage in creating large rack-level systems.
UALink is an open-standard initiative formed by a consortium of industry leaders including AMD, Broadcom, Intel Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), Marvell Technology, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>), MediaTek, Alibaba (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), Alphabet Inc.&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) Google, Meta Platforms, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>), Microsoft Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), and Arm Holdings plc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARM#NASDAQ">ARM</a>). 
Its primary goal is to provide an open alternative to Nvidia&#8217;s proprietary NVLink for AI scale-up interconnects. The UALink Consortium, founded in May 2024, now includes more than 70 member companies.
Also Read: <a target="_blank" href="https://www.benzinga.com/media/25/05/45572904/nvidia-powers-big-gains-for-quanta-pegatron-as-ai-demand-explodes" rel="noreferrer noopener">Nvidia Powers Big Gains For Quanta, Pegatron As AI Demand Explodes</a>
While UALink generally remains 1-2 generations behind NVLink, the analyst noted UALink as a significant step forward for the non-Nvidia ecosystem in potentially tackling the chipmaker&#8217;s dominance in AI scale-up from 2027 onward. The analyst now views Nvidia as the chip, software, and system leader.
Meanwhile, Nvidia&#8217;s NVLink Fusion partially opened up NVLink IPs to some of its ecosystem partners (excluding Broadcom and AMD), opening up ~$12 billion in networking TAM that Nvidia previously did not have access to, the analyst noted.
The analyst said AMD is a founding member of the UALink Consortium and has since contributed to creating this industry standard and its surrounding ecosystem.
With the MI400 generation targeted for the second half of 2026, AMD aims to begin designing rack-level AI systems with its ZT Systems tech. According to the analyst, UALink could provide its much-needed accelerator-to-accelerator and switching capabilities intra-rack.
Still, the analyst highlighted that the latest UALink 1.0 standard only supports up to 800GB/s bandwidth per accelerator, less than half the rate of the latest NVLink 5.0, 1.8TB/s.
Given that UALink compatible systems will likely ramp from 2027, Nvidia would ramp its NVLink 6.0-based Rubin systems, which implied that Nvidia would likely maintain its 1-2 generation advantage in AI scale-up networking, per the analyst.
Meanwhile, NVLink Fusion could expand Nvidia&#8217;s TAM in networking that is attached to custom accelerators. The analyst assumed custom silicon represents ~15% of ~$500 billion AI compute TAM, or ~$75 billion, by the calendar year 2029-30, and AI networking represents 15% of that, or ~$11 billion.
Similarly, NVLink Fusion opens up opportunities in non-Nvidia-based ARM CPU systems (such as from Qualcomm Inc (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/qcom#NASDAQ">QCOM</a>)), or ~$1 billion of networking TAM (15% of ~$5-6bn ARM CPU TAM), as per the analyst.
The analyst added that with NVLink Fusion, every end customer (hyperscalers) will have a choice between pairing their silicon with NVLink and UALink, an incremental benefit for Nvidia.
Nvidia&#8217;s NVLink, even with the partial openness of NVLink Fusion, is poised to remain the leading AI scale-up interconnect for the foreseeable future, driven by its technological lead and established ecosystem.
However, the analyst asserted that UALink&#8217;s emergence as an open standard backed by major industry players is a crucial development. The analyst added that it provides a viable alternative that could challenge Nvidia&#8217;s long-term dominance by fostering greater innovation and competition in the AI interconnect space.
The analyst stated that the coming years, particularly 2026 and beyond, will be critical in observing how UALink&#8217;s adoption accelerates and how Nvidia further evolves its proprietary technology.
Price Action: NVDA stock is trading lower by 2.05% to $130.11 at last check Friday.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/analyst-ratings/price-target/25/05/45548891/amd-could-see-eps-upside-by-2027-despite-nvidias-over-80-market-share-analyst" target="_blank" rel="noreferrer noopener">AMD Could See EPS Upside By 2027 Despite Nvidia&#8217;s Over 80% Market Share: Analyst</a></li>
</ul>
Image via Shutterstock

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Emergence Of UALink As A Viable Alternative Could Challenge Nvidia's Dominance, Analyst Asserts

Broadcom Inc. (AVGO) is currently positioned at a pivotal point within its 12th Phase of the 18-Phase Adhishthana Cycle, and the setup looks increasingly favorable for a potential breakout, provided one critical level is breached.
<h3 class="wp-block-heading">Where We Are in the Cycle</h3>
Broadcom is now in its 6th full Adhishthana Cycle, having completed five full 18-phase cycles since it was listed. The current cycle began in July 2023, and so far, the stock has shown a strong 91% alignment with the Adhishthana Principles, a proprietary framework that forecasts stock behavior through cyclical analysis, incorporating both quantitative signals and behavioral archetypes.

<h3 class="wp-block-heading">Key Cycle Highlights So Far</h3>
<figure class="wp-block-image size-full is-resized"><img loading="lazy" decoding="async" width="1200" height="675" src="https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/22083801/Adhishthana-Broadcom-Phases.png" alt="Fig. 1 Broadcom Inc Key Phases (Source: Adhishthana.com)" class="wp-image-13264" style="width:885px;height:auto" srcset="https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/22083801/Adhishthana-Broadcom-Phases.png 1200w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/22083801/Adhishthana-Broadcom-Phases-300x169.png 300w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/22083801/Adhishthana-Broadcom-Phases-1024x576.png 1024w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/22083801/Adhishthana-Broadcom-Phases-768x432.png 768w" sizes="(max-width: 1200px) 100vw, 1200px" /><figcaption class="wp-element-caption">Fig. 1 Broadcom Inc Key Phases (Source: Adhishthana.com)</figcaption></figure>
<h3 class="wp-block-heading">Phase 2: The +33% Move</h3>
<figure class="wp-block-image size-full is-resized"><img loading="lazy" decoding="async" width="1200" height="617" src="https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/22083842/Broadcom-Phase-2.png" alt="Fig. 2 Broadcom Phase 2 (Source: Adhishthana.com)" class="wp-image-13265" style="width:869px;height:auto" srcset="https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/22083842/Broadcom-Phase-2.png 1200w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/22083842/Broadcom-Phase-2-300x154.png 300w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/22083842/Broadcom-Phase-2-1024x527.png 1024w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/22083842/Broadcom-Phase-2-768x395.png 768w" sizes="(max-width: 1200px) 100vw, 1200px" /><figcaption class="wp-element-caption">Fig. 2 Broadcom Phase 2 (Source: Adhishthana.com)</figcaption></figure>
In Phase 2, Broadcom traded sideways for precisely 38 trading days, a consolidation period that aligns with our model's expected duration for this phase, known as the Move of Sankhya. Following this, the stock surged 33% in what we call the Rally of Buddhi, a powerful breakout driven by strong market sentiment. This rally set a bullish tone for the cycle.

<h3 class="wp-block-heading">Phase 7: The -21% Move</h3>
<figure class="wp-block-image size-full is-resized"><img loading="lazy" decoding="async" width="1010" height="700" src="https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/22084025/Broadcomm-Phase-7-.png" alt="" class="wp-image-13266" style="width:834px;height:auto" srcset="https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/22084025/Broadcomm-Phase-7-.png 1010w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/22084025/Broadcomm-Phase-7--300x208.png 300w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/22084025/Broadcomm-Phase-7--768x532.png 768w" sizes="(max-width: 1010px) 100vw, 1010px" /><figcaption class="wp-element-caption">Fig. 3 Broadcom Inc Phase 7 (Source: Adhishthana.com)</figcaption></figure>
In alignment with cyclical expectations, Phase 7 witnessed a 21% decline across exactly 7 red bars, a textbook example of the "The Arthah &amp; Artharthi correction," which often flushes out speculative positions and resets valuations.

<h3 class="wp-block-heading">Phase 9: The +60% Move</h3>
<figure class="wp-block-image size-full is-resized"><img loading="lazy" decoding="async" width="854" height="852" src="https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/22084102/Broadcom-Phase-9.png" alt="Fig. 4 Broadcom Inc Phase 9 (Source: Adhishthana.com)" class="wp-image-13267" style="width:771px;height:auto" srcset="https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/22084102/Broadcom-Phase-9.png 854w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/22084102/Broadcom-Phase-9-300x300.png 300w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/22084102/Broadcom-Phase-9-150x150.png 150w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/22084102/Broadcom-Phase-9-768x766.png 768w" sizes="(max-width: 854px) 100vw, 854px" /><figcaption class="wp-element-caption">Fig. 4 Broadcom Inc Phase 9 (Source: Adhishthana.com)</figcaption></figure>
Phase 9 was a defining moment, with Broadcom rallying 60% and achieving an all-time high in what I call the Supreme Wave Breakout. This surge shattered the resistance zone, or Cakra Cycle, formed between Phases 4 and 8, confirming Broadcom's adherence to the Adhishthana Principles. The rally highlighted the stock's strength in the semiconductor market and its robust market position.
<h3 class="wp-block-heading">Phases 10–11: The -44% Move</h3>
<figure class="wp-block-image size-full is-resized"><img loading="lazy" decoding="async" width="1200" height="542" src="https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/22084152/Broadcom-The-Himalayan-Formation.png" alt="Fig. 5 Broadcom Inc. Phase 9-11 (Source: Adhishthana.com)" class="wp-image-13268" style="width:899px;height:auto" srcset="https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/22084152/Broadcom-The-Himalayan-Formation.png 1200w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/22084152/Broadcom-The-Himalayan-Formation-300x136.png 300w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/22084152/Broadcom-The-Himalayan-Formation-1024x463.png 1024w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/22084152/Broadcom-The-Himalayan-Formation-768x347.png 768w" sizes="(max-width: 1200px) 100vw, 1200px" /><figcaption class="wp-element-caption">Fig. 5 Broadcom Inc. Phase 9-11 (Source: Adhishthana.com)</figcaption></figure>
(Note: If you look closely at Fig. 5, you&#8217;ll notice that the price initially rallied from Phase 9 to the midpoint of Phase 10 before collapsing. The entire structure resembles a mountain, which I refer to as the &#8216;Himalayan Formation.&#8217;)
Since late January 2025, Broadcom has faced a 44% pullback, a typical correction following the Himalayan ascent of Phase 9. This decline found support at the Level of Nirvana i.e., $162.43, a key price point that acts as a magnet during sell-offs in our model and makes the valuations attractive.&nbsp;
<h3 class="wp-block-heading">What to Expect Going Forward</h3>
After breaching the Level of Nirvana in Phase 11, we observed a wave of buying driven by its attractive valuation. Broadcom is currently in Phase 12 of the Adhishthana Cycle, a critical transitional stage. The key level to watch is $249.59 i.e., the high of Phase 10 (C10). If Broadcom breaches and closes above this level, Phase 13, which begins on June 17, 2025, could usher in extreme bullishness. Our clients began increasing their exposure to AVGO in early April, and we expect this momentum to continue through August 2025, supported by the stock's renewed strength in the tech sector.

Technicals

Opinion

Signals

Broadcom Stock Poised For A Breakout? $249.59 Is A Key Level To Watch

Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) <a target="_blank" href="https://www.benzinga.com/topic/intel" rel="noreferrer noopener">explored selling its</a> network and edge businesses to focus on its core competencies, namely PC and data center chips.
Intel CEO Lip-Bu Tan voiced his plans to expand and build on its core competencies during Intel&#8217;s 40th-year celebration in Computex, Taipei, Reuters reported on Tuesday. He highlighted the firm&#8217;s share of ~68% of the PC chip market and 55% of that for data centers.
Also Read: <a target="_blank" href="https://www.benzinga.com/media/25/05/45496055/intels-next-gen-ai-tech-steals-the-show-at-computex-2025" rel="noreferrer noopener">Intel&#8217;s Next-Gen AI Tech Steals The Show At Computex 2025</a>
Intel weighed the timing and mode of divestment of its NEX group, which makes chips for telecom equipment, Reuters reported, citing unnamed sources familiar with the matter.
Intel also explored selling its networking business due to the dominance of rivals like Broadcom Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), Reuters reported, citing unnamed sources familiar with the matter.
Intel stock has plunged over 33% in the last 12 months as it grappled with losses in its share in the data center and PC areas, which once served as its moat. It failed to tap the AI shift, akin to rivals like Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>).
Intel <a target="_blank" href="https://www.benzinga.com/media/25/05/45456613/intel-cfo-says-new-chip-output-for-clients-will-be-minimal-eyes-foundry-breakeven-by-2027" rel="noreferrer noopener">fired its chief</a> Pat Gelsinger&nbsp;in 2024 after his turnaround plan to take on Taiwan Semiconductor failed to impress the board. Intel&nbsp;struggled as rivals&nbsp;Advanced Micro Devices, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) and Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) captured market share in data centers, AI, and GPUs.
Recently Intel CFO David Zinsner said&nbsp;Intel foundry is on track to break even in 2027 and would require external customers to generate low to mid-single digit billions in revenue to accomplish that.
In April, Intel&nbsp;sold a majority stake&nbsp;in its Altera unit to SilverLake for $4.46 billion.
Before the SilverLake sale, the company had been preparing to&nbsp;spin out&nbsp;Altera through a public offering under former CEO Pat Gelsinger, akin to Mobileye Global Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MBLY#NASDAQ">MBLY</a>), in 2022.
Price Actions:&nbsp;INTC stock is down 0.30% at $21.32 at last check Tuesday.
Read Next:
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<li><a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/05/45503727/nvidias-key-differentiators-include-its-ability-to-expand-its-addressable-market-analyst" target="_blank" rel="noreferrer noopener">Nvidia&#8217;s Key Differentiators Include Its Ability To Expand Its Addressable Market: Analyst</a></li>
</ul>
Photo Courtesy Ascannio via Shutterstock

Asset Sales

MBLY

Intel Eyes Exit From Networking And Edge Business To Refocus On PC, Data Center Dominance: Report

Moody's Ratings has officially stripped the U.S. of its final AAA credit score — the highest mark of financial credibility — sparking political uproar and media alarm, yet market analysts and economists widely believe it will have limited impact on <a href="https://www.benzinga.com/topic/expert-ideas">the broader financial system.</a>
<h3 class="wp-block-heading">What Did Moody's Decide About US Credit Rating?</h3>
Moody's cut the U.S. long-term sovereign credit rating to Aa1 from Aaa on Friday, citing sustained fiscal deficits, rising debt burdens and growing interest costs. 
The agency criticized "successive U.S. administrations and Congress" for failing to implement a credible debt reduction strategy.
This move aligns Moody's with Fitch Ratings, which downgraded the U.S. in August 2023, and S&amp;P Global Ratings, which cut the rating back in 2011. 
For the first time, all three major credit agencies have the U.S. rated below AAA.
<figure class="wp-block-table is-style-regular"> 
<table class="has-fixed-layout">
<thead>
<tr>
<th>S&amp;P</th>
<th>Moody&#8217;s</th>
<th>Fitch</th>
</tr>
<tr>
<th>AA+</th>
<th>Aa1</th>
<th>AA+</th>
</tr>
</thead>
</table>
</figure>
<h3 class="wp-block-heading">Do Markets Care This Time?</h3>
"This downgrade won't force anybody to do anything on Monday," said Jim Bianco of Bianco Research. 
He noted that after S&amp;P&#8217;s 2011 downgrade caused market disruption due to contract language requiring AAA-rated collateral, those rules were rewritten. "Now, these contracts reference ‘government securities,' not ratings," he said.
Bianco added, "So technically it didn't even change the US's overall credit rating because it was already split rated AA+. Now it's unanimous AA+. Nothing changed."
<h3 class="wp-block-heading">Debt Concerns Are Misguided</h3>
Macro analyst Alfonso Peccatiello also challenged the logic behind the downgrade. He indicated that U.S. debt in its own currency is not inherently dangerous. 
"Any government doing deficit spending and issuing bonds in its own currency—like the U.S.—isn't walking into an abyss of doom," Peccatiello said. "It's just choosing to stimulate the economy by printing money for the private sector."
Addressing concerns about the $1 trillion annual interest burden, he said this is simply money being transferred from the government to investors holding Treasury bonds. 
"For every dollar the U.S. pays in interest, there is an investor making that dollar," he said, framing it as a redistribution within the economy, not a red flag of insolvency.
Peccatiello explained that U.S. Treasuries continue functioning as high-quality liquid assets for banks under Basel regulations.
"The downgrade to AA+ wouldn't make any difference," he said, as government bonds rated between AAA and AA- carry the same 0% risk weighting under Basel's framework.
He said rising deficits only become problematic when they cause inflation or resource scarcity—not because of arbitrary credit score thresholds.
According to Peccatiello, long-term bond yields are already pricing in much of the fiscal outlook, making current levels—particularly 30-year Treasuries above 5.25%—increasingly attractive for accumulation.
<h3 class="wp-block-heading">More Politics Than Panic</h3>
Economist Mohamed El-Erian called the move "historic," but said it was unlikely to shake global markets. 
However, he added that the downgrade "amplifies the conversation about America&#8217;s political ability to address its fiscal deficit and debt trajectory."
El-Erian&#8217;s view mirrors market action: U.S. Treasuries remain the most trusted collateral globally, and their deep liquidity shields them from dramatic dislocations.
<h3 class="wp-block-heading">Political Reactions And The Trump Administration's Position</h3>
Treasury Secretary Scott Bessent, speaking on CNBC, called Moody's decision "a lagging indicator." 
He said, "We inherited a 6.7% deficit-to-GDP ratio, the highest when we weren't in a recession or at war. We are determined to bring spending down."
Bessent added that foreign capital flows remain robust. "Saudi Arabia, Qatar, and the UAE are pushing more and more money into the U.S., with 10-year investment plans," he said.
<h3 class="wp-block-heading">Wall Street Shakes On The Downgrade</h3>
Despite widespread commentary downplaying Moody's downgrade of U.S. debt, investors reacted defensively in Monday's premarket, with major equity futures sliding and high-growth tech stocks leading losses.
S&amp;P 500 futures fell 1%, while Nasdaq 100 contracts dropped 1.5%, signaling a risk-off tone ahead of the Wall Street open.
Among mega-cap stocks, the worst-hit names in premarket trading:
<ul class="wp-block-list">
<li>Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) declined 2%. </li>
<li>Palantir Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NYSE">PLTR</a>) dropped 4.4%.</li>
<li>Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) declined 3.9%.</li>
<li>Broadcom Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>) slipped 2.9%.</li>
<li>Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) lost 2.7%.</li>
<li>United Parcel Service Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UPS#NYSE">UPS</a>) fell 2%.</li>
</ul>
The 30-year U.S. Treasury yield jumped 10 basis points to 5%, hitting its highest level since October 2023. The spike in yields reflects investor concerns over the long-term fiscal trajectory and a higher-for-longer interest rate environment.
The iShares 20+ Year Treasury Bond ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TLT#NASDAQ">TLT</a>)—a popular proxy for long-dated U.S. bonds—fell 1.6% in premarket trading, continuing a trend of weakness in duration-sensitive assets.
Now Read:
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<li><a href="https://www.benzinga.com/25/05/45489038/us-stocks-likely-to-open-lower-after-moodys-downgrade-bear-market-isnt-fully-recovered-yet-but-it-is-close-says-expert">US Stocks Likely To Open Lower After Moody&#8217;s Downgrade: &#8216;Bear Market Isn&#8217;t Fully Recovered Yet, But It Is Close,&#8217; Says Expert</a></li>
</ul>
Image: Shutterstock

Macro Economic Events

Broad U.S. Equity ETFs

Econ #s

Economics

ETFs

iShares Trust Barclays 20+ Year Treasury Bond Fund

TSLA

America's Credit Strength Just Got Cut Again: Should You Panic?

The Trump administration has intensified its critique of Europe's digital regulations, asserting that they pose a risk to free speech <a href="https://www.benzinga.com/25/05/45466937/us-targets-european-digital-rules-in-free-speech-campaign-defending-american-big-tech" target="_blank" rel="noreferrer noopener">and American commercial interests</a>.
The Trump administration forged a preliminary deal with the United Arab Emirates involving importing 500,000 of&nbsp;Nvidia Inc.'s&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) <a href="https://www.benzinga.com/government/regulations/25/05/45441791/nvidia-scores-big-as-trump-brokers-major-ai-export-pact-with-uae-and-us-tech-giants" target="_blank" rel="noreferrer noopener">advanced AI chips&nbsp;annually</a>.
Senate Minority Leader&nbsp;Chuck Schumer&nbsp;(D-N.Y.) warned that President&nbsp;Donald Trump&#8217;s&nbsp;support for exporting sensitive U.S. artificial intelligence chip&nbsp;technology to <a target="_blank" href="https://www.benzinga.com/25/05/45459318/chuck-schumer-blasts-trump-for-backing-ai-chip-sales-to-saudi-arabia-uae-warns-deal-risks-us-tech-secrets-falling-into-chinas-hands" rel="noreferrer noopener">Persian Gulf allies&nbsp;could benefit China</a>.
Automobiles &amp; EV
Future Fund LLC&#8216;s&nbsp;Gary Black&nbsp;believes&nbsp;Tesla Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) as well as&nbsp;Uber Technologies Inc.&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NYSE">UBER</a>) will benefit from increased EV adoption as well as <a href="https://www.benzinga.com/markets/equities/25/05/45341220/top-bull-gary-black-shares-why-he-is-holding-on-to-uber-and-tsla-our-investment-thesis-on" target="_blank" rel="noreferrer noopener">growth in Autonomous Driving</a>.
Uber announced it has partnered with peer-to-peer car-sharing company&nbsp;Turo&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TURO#NYSE">TURO</a>) to upgrade the&nbsp;Uber Rent <a href="https://www.benzinga.com/trading-ideas/movers/25/05/45450623/whats-going-on-with-uber-stock-on-thursday" target="_blank" rel="noreferrer noopener">experience for users in the U.S</a>.
Future Fund LLC&#8217;s managing director,&nbsp;Gary Black,&nbsp;has shared his thoughts on&nbsp;Pony AI&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PONY#NASDAQ">PONY</a>)&nbsp;stock as the Chinese AV company gears up for the quarterly results slated <a href="https://www.benzinga.com/tech/25/05/45345942/gary-black-weighs-in-on-pony-ais-growth-ahead-of-earnings-report-a-recently-announced-partnership-with-uber" target="_blank" rel="noreferrer noopener">to be released next Tuesday</a>.
Tesla has touted the company&#8217;s FSD (Full Self-Driving) technology ahead of next month&#8217;s <a target="_blank" href="https://www.benzinga.com/tech/25/05/45342188/elon-musks-tesla-teases-fsd-capabilities-ahead-of-june-robotaxi-event" rel="noreferrer noopener">Robotaxi launch in Austin, Texas</a>.
Tesla battery supplier&nbsp;Contemporary Amperex Technologies Co. Ltd., plans to raise over $4 billion through a stock listing <a target="_blank" href="https://www.benzinga.com/25/05/45343633/tesla-battery-supplier-catl-to-raise-4-billion-through-hong-kong-listing-report" rel="noreferrer noopener">on Hong Kong&#8217;s stock exchange</a>.
Technology &amp; Telecommunications
Cisco (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>) reported quarterly earnings of 96 cents per share, which beat the analyst consensus estimate of 92 cents and revenue of $14.15 billion, which beat the <a href="https://www.benzinga.com/news/earnings/25/05/45422303/cisco-shares-climb-after-q3-eps-revenue-beat-estimates-details" target="_blank" rel="noreferrer noopener">Street estimate of $14.08 billion</a>.
Samsung Electronics Co. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>)&nbsp;launched the&nbsp;Galaxy S25 Edge, a 5.8 mm-thin, 163-gram smartphone, just four months after unveiling <a href="https://www.benzinga.com/25/05/45366293/samsung-unveils-ultra-thin-galaxy-s25-edge-in-surprise-launch-amid-slowing-demand-and-tariff-uncertainty-apple-reportedly-plans-to-catch-up-in-september" target="_blank" rel="noreferrer noopener">the rest of the S25 series</a>.
Nvidia is reportedly expanding its research footprint in China with a new Shanghai-based R&amp;D center, signaling a strategic push to retain AI dominance in the region <a href="https://www.benzinga.com/media/25/05/45460918/jensen-huang-led-nvidia-plans-new-shanghai-research-hub-to-stay-competitive-in-china-as-us-export-curbs-threaten-ai-chip-sales-report" target="_blank" rel="noreferrer noopener">amid tightening U.S. export restrictions</a>.
Broadcom Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>) announced significant advancements&nbsp;in its co-packaged optics (CPO) technology on Thursday, with the launch of its third-generation 200G per lane <a href="https://www.benzinga.com/trading-ideas/movers/25/05/45448759/broadcom-unveils-next-gen-optical-chip-tech-to-power-ai-data-centers" target="_blank" rel="noreferrer noopener">(200G/lane) CPO product line</a>.
Sony&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SONY#NYSE">SONY</a>) launched on Thursday an upgrade&nbsp;for its wireless noise-cancelling <a href="https://www.benzinga.com/media/25/05/45469713/sonys-new-wh-1000xm6-headphones-use-ai-to-adapt-sound-in-real-time-heres-whats-new" target="_blank" rel="noreferrer noopener">headphones,&nbsp;called the WH-1000XM6</a>.
Smartphones
Apple (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) is reportedly developing a new artificial intelligence-powered <a href="https://www.benzinga.com/25/05/45367075/apple-reportedly-leans-on-ai-to-solve-iphone-battery-woes-in-ios-19-update-ahead-of-thinner-iphone-17-launch-this-fall" target="_blank" rel="noreferrer noopener">battery optimization tool for</a><a href="https://www.benzinga.com/25/05/45367075/apple-reportedly-leans-on-ai-to-solve-iphone-battery-woes-in-ios-19-update-ahead-of-thinner-iphone-17-launch-this-fall" target="_blank" rel="noreferrer noopener">&nbsp;iOS 19</a>.
Apple has reassured the Indian government of its commitment to continue&nbsp;using India as a major&nbsp;manufacturing base. This assurance comes despite Trump's recent remarks, with government sources emphasizing that there is "no change" <a target="_blank" href="https://www.benzinga.com/markets/25/05/45462006/no-change-in-apples-production-plans-says-india-despite-trumps-little-problem-with-ceo-tim-cook-report" rel="noreferrer noopener">in Apple's investment plans in India</a>.
Also Read:<a target="_blank" href="https://www.benzinga.com/25/05/45339953/apple-exec-says-iphone-users-are-ditching-google-search-now-chamath-palihaptiya-urges-the-tech-giant-to-stop-waiting-for-data-and-start-fighting-models-like-chatgpt" rel="noreferrer noopener"> </a><a target="_blank" href="https://www.benzinga.com/25/05/45339953/apple-exec-says-iphone-users-are-ditching-google-search-now-chamath-palihaptiya-urges-the-tech-giant-to-stop-waiting-for-data-and-start-fighting-models-like-chatgpt" rel="noreferrer noopener">Apple Executive Says iPhone Users Are Ditching Google — Now Chamath Palihaptiya Urges The Search Giant To Stop Waiting For Data And Start Fighting Models Like ChatGPT</a>
Image: Shutterstock/Hepha1st0s

Large Cap

PONY

Sony Group Corporation American Depositary Shares

SONY

SSNLF

TURO

UBER

Consumer Tech News (May 12-May16): Trump's Europe Critique Intensifies, UAE Gets Nvidia AI Chips, Apple To Stay In India & More

Broadcom Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>)&nbsp;<a href="https://www.benzinga.com/pressreleases/25/05/g45436027/broadcom-announces-third-generation-co-packaged-optics-cpo-technology-with-200glane-capability" target="_blank" rel="noreferrer noopener">announced significant advancements</a> in its co-packaged optics (CPO) technology on Thursday, with the launch of its third-generation 200G per lane (200G/lane) CPO product line.
Broadcom highlighted key improvements in OSAT processes, thermal designs, handling procedures, fiber routing, and overall yield.
Broadcom&#8217;s leadership in CPO began in 2021 with its first-generation Tomahawk 4-Humboldt chipset, enabling an early learning cycle across the entire CPO supply chain.
Also Read: <a href="https://www.benzinga.com/25/05/45417156/nvidia-amd-stocks-climb-as-trump-plans-to-ease-ai-chip-export-rules" target="_blank" rel="noreferrer noopener">Nvidia, AMD And Other Chip Stocks Gain As Trump Plans To Ease AI Chip Export Rules</a>
This chipset introduced key innovations, including high-density integrated optical engines, edge coupling, and detachable fiber connectors.
Building on that success, the second-generation Tomahawk 5-Bailly (TH5-Bailly) chipset became the industry&#8217;s first volume-production CPO solution.
As part of the TH5-Bailly production, Broadcom focused on automated testing and scalable manufacturing processes, setting the stage for high-volume production of future generations.
Broadcom&#8217;s partners included Corning Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GLW#NYSE">GLW</a>), Delta Electronics, and Foxconn Interconnect Technology.
On Tuesday, Corning <a target="_blank" href="https://www.benzinga.com/tech/25/05/45379380/can-corning-broadcom-deal-transform-ais-data-center-future" rel="noreferrer noopener">announced a partnership</a> with Broadcom to power AI data centers with advanced optics for faster, more efficient processing.
Corning will supply advanced optical components for Broadcom&#8217;s Bailly CPO system, making it ideal for large-scale artificial intelligence (AI) clusters.
<h2 class="wp-block-heading">Broadcom Stock Prediction For 2025</h2>
Equity research can be a valuable source of information for learning about a company's fundamentals. Analysts create financial models based on the fundamentals and expected future earnings of a company to arrive at a price target and recommendation for the stock.
Shares of Broadcom have an average 1-year price target of $250.92, representing an expected upside of 7.41%.
Because of differences in assumptions, analysts can arrive at very different price targets and recommendations. No analysts have bearish recommendations on Broadcom, while 13 analysts have bullish ratings. The street high price target from Cantor Fitzgerald is $300.0, while the street low from Citigroup is $210.0.
Price Action: AVGO stock is trading higher 0.19% to $232.55 at the last check on Thursday.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/news/buybacks/25/05/45410939/amd-stock-pops-on-6-billion-buyback-plan-us-tariff-ease" target="_blank" rel="noreferrer noopener">AMD Stock Pops On $6 Billion Buyback Plan, US Tariff Ease</a></li>
</ul>
Image by Ken Wolter via Shutterstock

Broadcom Unveils Next-Gen Optical Chip Tech To Power AI Data Centers

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders will search for circumstances when the market estimation of an option diverges heavily from its normal worth. High amounts of trading activity could push option prices to exaggerated or underestimated levels. 
Below are some instances of options activity happening in the Information Technology sector: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>NVDA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/16/25</td>
<td>$135.00</td>
<td>$39.1K</td>
<td>88.0K</td>
<td>231.9K</td>
</tr>
<tr>
<td>AAPL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>05/16/25</td>
<td>$215.00</td>
<td>$53.0K</td>
<td>25.0K</td>
<td>112.0K</td>
</tr>
<tr>
<td>MSFT</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>05/16/25</td>
<td>$400.00</td>
<td>$51.0K</td>
<td>15.2K</td>
<td>64.1K</td>
</tr>
<tr>
<td>PLTR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/16/25</td>
<td>$130.00</td>
<td>$63.2K</td>
<td>21.4K</td>
<td>24.2K</td>
</tr>
<tr>
<td>SMCI</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>05/16/25</td>
<td>$44.00</td>
<td>$54.2K</td>
<td>2.3K</td>
<td>10.8K</td>
</tr>
<tr>
<td>SOUN</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$13.00</td>
<td>$53.5K</td>
<td>4.7K</td>
<td>7.1K</td>
</tr>
<tr>
<td>AVGO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>05/23/25</td>
<td>$240.00</td>
<td>$35.0K</td>
<td>1.9K</td>
<td>5.6K</td>
</tr>
<tr>
<td>MSTR</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>06/18/26</td>
<td>$380.00</td>
<td>$386.4K</td>
<td>3.1K</td>
<td>1.2K</td>
</tr>
<tr>
<td>PATH</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>09/19/25</td>
<td>$13.00</td>
<td>$112.2K</td>
<td>5.1K</td>
<td>662</td>
</tr>
<tr>
<td>ENPH</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$40.00</td>
<td>$52.3K</td>
<td>3.0K</td>
<td>450</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• Regarding NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we observe a call option sweep with bullish sentiment. It expires in 2 day(s) on May 16, 2025. Parties traded 237 contract(s) at a $135.00 strike. This particular call needed to be split into 13 different trades to become filled. The total cost received by the writing party (or parties) was $39.1K, with a price of $165.0 per contract. There were 88096 open contracts at this strike prior to today, and today 231993 contract(s) were bought and sold. 
• For AAPL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), we notice a call option sweep that happens to be bearish, expiring in 2 day(s) on May 16, 2025. This event was a transfer of 663 contract(s) at a $215.00 strike. This particular call needed to be split into 12 different trades to become filled. The total cost received by the writing party (or parties) was $53.0K, with a price of $79.0 per contract. There were 25003 open contracts at this strike prior to today, and today 112029 contract(s) were bought and sold. 
• Regarding MSFT (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), we observe a call option trade with bearish sentiment. It expires in 2 day(s) on May 16, 2025. Parties traded 10 contract(s) at a $400.00 strike. The total cost received by the writing party (or parties) was $51.0K, with a price of $5100.0 per contract. There were 15204 open contracts at this strike prior to today, and today 64139 contract(s) were bought and sold. 
• Regarding PLTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>), we observe a call option sweep with bullish sentiment. It expires in 2 day(s) on May 16, 2025. Parties traded 250 contract(s) at a $130.00 strike. This particular call needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $63.2K, with a price of $253.0 per contract. There were 21488 open contracts at this strike prior to today, and today 24224 contract(s) were bought and sold. 
• For SMCI (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>), we notice a put option sweep that happens to be bearish, expiring in 2 day(s) on May 16, 2025. This event was a transfer of 321 contract(s) at a $44.00 strike. This particular put needed to be split into 16 different trades to become filled. The total cost received by the writing party (or parties) was $54.2K, with a price of $169.0 per contract. There were 2304 open contracts at this strike prior to today, and today 10838 contract(s) were bought and sold. 
• For SOUN (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOUN#NASDAQ">SOUN</a>), we notice a call option sweep that happens to be bearish, expiring in 37 day(s) on June 20, 2025. This event was a transfer of 500 contract(s) at a $13.00 strike. This particular call needed to be split into 13 different trades to become filled. The total cost received by the writing party (or parties) was $53.5K, with a price of $107.0 per contract. There were 4712 open contracts at this strike prior to today, and today 7197 contract(s) were bought and sold. 
• Regarding AVGO (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), we observe a call option sweep with neutral sentiment. It expires in 9 day(s) on May 23, 2025. Parties traded 100 contract(s) at a $240.00 strike. This particular call needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $35.0K, with a price of $350.0 per contract. There were 1944 open contracts at this strike prior to today, and today 5640 contract(s) were bought and sold. 
• Regarding MSTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>), we observe a call option trade with bullish sentiment. It expires in 400 day(s) on June 18, 2026. Parties traded 24 contract(s) at a $380.00 strike. The total cost received by the writing party (or parties) was $386.4K, with a price of $16100.0 per contract. There were 3149 open contracts at this strike prior to today, and today 1261 contract(s) were bought and sold. 
• Regarding PATH (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PATH#NYSE">PATH</a>), we observe a call option trade with bullish sentiment. It expires in 128 day(s) on September 19, 2025. Parties traded 600 contract(s) at a $13.00 strike. The total cost received by the writing party (or parties) was $112.2K, with a price of $187.0 per contract. There were 5110 open contracts at this strike prior to today, and today 662 contract(s) were bought and sold. 
• Regarding ENPH (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ENPH#NASDAQ">ENPH</a>), we observe a put option sweep with bearish sentiment. It expires in 128 day(s) on September 19, 2025. Parties traded 136 contract(s) at a $40.00 strike. This particular put needed to be split into 4 different trades to become filled. The total cost received by the writing party (or parties) was $52.3K, with a price of $385.0 per contract. There were 3073 open contracts at this strike prior to today, and today 450 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more news on unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

ENPH

PATH

SMCI

SOUN

10 Information Technology Stocks Whale Activity In Today's Session

A report on May 13, 2025 shows that Representative Kelly Morrison from Minnesota purchase stock in Broadcom (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), valued between $34,006 and $160,000. According to the May filing, the transaction occurred on May 13, 2025.
At the time of writing, Broadcom shares are trading down 0.24% at $231.87.
<h3>What Representative Has Been Trading Recently</h3>
Over the past three years, Kelly Morrison executed 42 trades totaling over $1.06 million. The largest of these trades were in Target and Meta Platforms stock. Some of the key transactions the Rep. has executed recently include: 
<ul>
<li>Target (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TGT#NYSE">TGT</a>): $100,001 - $250,000 Sale</li>
<li>Broadcom (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>): $15,001 - $50,000 Purchase</li>
<li>Meta Platforms (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>): $15,001 - $50,000 Purchase</li>
</ul>
Here is a list of Kelly Morrison'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>ResMed</td>
<td>RMD</td>
<td>STOCK</td>
<td>$1,001 - $15,000</td>
<td>S</td>
<td>2025-04-28</td>
</tr>
<tr>
<td>Broadcom</td>
<td>AVGO</td>
<td>STOCK</td>
<td>$15,001 - $50,000</td>
<td>P</td>
<td>2025-04-11</td>
</tr>
<tr>
<td>Broadcom</td>
<td>AVGO</td>
<td>STOCK</td>
<td>$1,001 - $15,000</td>
<td>P</td>
<td>2025-04-11</td>
</tr>
<tr>
<td>Meta Platforms</td>
<td>META</td>
<td>STOCK</td>
<td>$15,001 - $50,000</td>
<td>P</td>
<td>2025-04-11</td>
</tr>
<tr>
<td>Meta Platforms</td>
<td>META</td>
<td>STOCK</td>
<td>$1,001 - $15,000</td>
<td>P</td>
<td>2025-04-11</td>
</tr>
</tbody>
</table>
Want to keep up with Kelly Morrison and other congressional members' stock activities? Check out our <a href="https://www.benzinga.com/gov-trades/members/kelly-morrison">government trades tool</a> for real-time updates!
<h3>Why Congressional Transactions Matter</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.

Politics

General

Rep. Kelly Morrison Has Bought Up to $160K Worth Of Broadcom Stock: Here's What You Should Know

President Donald Trump on Tuesday unveiled a sweeping $600 billion investment commitment from Saudi Arabia into the United States, calling it a &#8220;golden era&#8221; of U.S.-Middle East economic cooperation and listing a series of multibillion-dollar deals with leading American corporations<a href="https://www.benzinga.com/topic/donald-trump"> in tech, defense and infrastructure.</a>
"From the moment we started, we've seen wealth that just poured and is pouring back into America," Trump said in Riyadh during the U.S.-Saudi Investment Forum.
&#8220;This week, there are multi-billion dollar commercial deals with Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMNZ#NASDAQ">AMNZ</a>), Oracle Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NASDAQ">ORCL</a>), Advanced Micro Devices Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>). They&#8217;re all here. Uber Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NYSE">UBER</a>), Qualcomm Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), Johnson &amp; Johnson (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JNJ#NYSE">JNJ</a>), and many, many more,&#8221; Trump added.
<h3 class="wp-block-heading">Saudi Arabia's $600B Investment Package: What's Inside?</h3>
Trump announced &#8220;the largest set of commercial agreements on record&#8221; between the U.S. and Saudi Arabia, calling it a &#8220;historic and transformative&#8221; leap forward.
 The $600 billion deal includes:
<ul class="wp-block-list">
<li>DataVolt's $20 billion investment in U.S.-based AI data centers and energy infrastructure.</li>
<li>$80 billion joint tech investments by Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>), Oracle Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>), Salesforce Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>), Advanced Micro Devices Inc., Uber Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NYSE">UBER</a>), and DataVolt.</li>
<li>A $14.2 billion energy export package from GE Vernova (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GEV#NYSE">GEV</a>).</li>
<li>A $4.8 billion aircraft deal involving Boeing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>) and Saudi aviation leasing firm AviLease.</li>
<li>A $5.8 billion healthcare investment from Shamekh IV Solutions, including a new Michigan IV fluid plant. </li>
<li>Additionally, infrastructure engineering firms including AECOM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ACM#NYSE">ACM</a>), Parsons Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PSN#NYSE">PSN</a>), Jacobs Solutions Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/J#NYSE">J</a>) and Hill International Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HIL#NYSE">HIL</a>) are delivering $2 billion in U.S. services exports for Saudi megaprojects such as King Salman Park, King Salman International Airport and Qiddiya City.</li>
</ul>
&#8220;Today, the Gulf nations have shown this entire region a path towards safe and orderly societies with improving quality of life, flourishing economic growth, expanding personal freedoms, and increasing responsibilities on the world stage,&#8221; Trump said.
According to the White House fact sheet, new investment funds have been launched jointly between the two nations:
<ul class="wp-block-list">
<li>$4 billion Enfield Sports Global Sports Fund</li>
<li>$5 billion Energy Investment Fund</li>
<li>$5 billion Aerospace and Defense Technology Fund</li>
</ul>
<h3 class="wp-block-heading">Defense Sector Boost: $142 Billion In Arms To Saudis</h3>
Trump said the U.S. has secured $142 billion in military equipment purchases from Saudi Arabia, calling it "the largest ever."
The White House said the package covers five key areas: air force advancement, missile defense, maritime security, border modernization, and information systems. It also includes training for Saudi military personnel and support for defense medical services.
The defense sector — particularly companies like Lockheed Martin Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LMT#NYSE">LMT</a>) and Raytheon Technologies Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RTX#NYSE">RTX</a>) — could attract renewed attention if arms deals are formalized.
<h3 class="wp-block-heading">Healthcare And Industrial Investment Hits Michigan</h3>
Shamekh IV Solutions will invest $5.8 billion, including the development of a high-capacity IV fluid plant in Michigan. 
Trump said: "We've cut our health care costs by 50 to 90%. You're going to see drugs and pharmaceuticals come down at numbers that nobody has ever seen."
<h3 class="wp-block-heading">Trump: &#8216;It's Going To Go A Lot Higher&#8217;</h3>
Reiterating his confidence in the U.S. economy and stock market, Trump said: "Five weeks ago, I told people this is a great time to buy. I got criticized for that. Now they don&#8217;t criticize me anymore. People should have listened. But it&#8217;s going to go a lot higher."
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/economics/macro-economic-events/25/05/45379707/sp-500-to-6500-goldman-sachs-trims-recession-odds-as-trump-backs-off-on-tariffs">S&amp;P 500 To 6,500? Goldman Sachs Trims Recession Odds As Trump Backs Off On Tariffs </a></li>
</ul>
Photo: Shutterstock

Global

AMNZ

ORCL

Trump Unveils 'Historic And Transformative' $600 Billion Saudi Deal, Predicts Markets Will 'Go A Lot Higher'

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders will search for circumstances when the market estimation of an option diverges heavily from its normal worth. High amounts of trading activity could push option prices to exaggerated or underestimated levels. 
Here's the list of options activity happening in today's session: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>NVDA</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>05/16/25</td>
<td>$130.00</td>
<td>$25.3K</td>
<td>77.9K</td>
<td>271.5K</td>
</tr>
<tr>
<td>PLTR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/16/25</td>
<td>$130.00</td>
<td>$30.1K</td>
<td>17.9K</td>
<td>64.6K</td>
</tr>
<tr>
<td>AVGO</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>05/16/25</td>
<td>$235.00</td>
<td>$46.5K</td>
<td>1.9K</td>
<td>15.6K</td>
</tr>
<tr>
<td>MSTR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>05/16/25</td>
<td>$450.00</td>
<td>$54.0K</td>
<td>17.2K</td>
<td>13.9K</td>
</tr>
<tr>
<td>AAPL</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>05/23/25</td>
<td>$210.00</td>
<td>$48.8K</td>
<td>7.7K</td>
<td>6.5K</td>
</tr>
<tr>
<td>AMD</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$110.00</td>
<td>$44.8K</td>
<td>24.0K</td>
<td>3.7K</td>
</tr>
<tr>
<td>MRVL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$60.00</td>
<td>$44.4K</td>
<td>17.9K</td>
<td>1.7K</td>
</tr>
<tr>
<td>ANET</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$97.50</td>
<td>$764.9K</td>
<td>553</td>
<td>1.5K</td>
</tr>
<tr>
<td>CSCO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$65.00</td>
<td>$84.0K</td>
<td>19.8K</td>
<td>1.2K</td>
</tr>
<tr>
<td>OKTA</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$145.00</td>
<td>$210.0K</td>
<td>393</td>
<td>1.0K</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These itemized elaborations have been created using the accompanying table. 
• For NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we notice a call option trade that happens to be bullish, expiring in 3 day(s) on May 16, 2025. This event was a transfer of 94 contract(s) at a $130.00 strike. The total cost received by the writing party (or parties) was $25.3K, with a price of $270.0 per contract. There were 77915 open contracts at this strike prior to today, and today 271513 contract(s) were bought and sold. 
• For PLTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>), we notice a call option sweep that happens to be bullish, expiring in 3 day(s) on May 16, 2025. This event was a transfer of 85 contract(s) at a $130.00 strike. This particular call needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $30.1K, with a price of $355.0 per contract. There were 17917 open contracts at this strike prior to today, and today 64682 contract(s) were bought and sold. 
• For AVGO (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), we notice a call option trade that happens to be bearish, expiring in 3 day(s) on May 16, 2025. This event was a transfer of 150 contract(s) at a $235.00 strike. The total cost received by the writing party (or parties) was $46.5K, with a price of $310.0 per contract. There were 1911 open contracts at this strike prior to today, and today 15695 contract(s) were bought and sold. 
• For MSTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>), we notice a call option sweep that happens to be bearish, expiring in 3 day(s) on May 16, 2025. This event was a transfer of 200 contract(s) at a $450.00 strike. This particular call needed to be split into 4 different trades to become filled. The total cost received by the writing party (or parties) was $54.0K, with a price of $270.0 per contract. There were 17253 open contracts at this strike prior to today, and today 13980 contract(s) were bought and sold. 
• For AAPL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), we notice a call option trade that happens to be bullish, expiring in 10 day(s) on May 23, 2025. This event was a transfer of 100 contract(s) at a $210.00 strike. The total cost received by the writing party (or parties) was $48.8K, with a price of $488.0 per contract. There were 7727 open contracts at this strike prior to today, and today 6500 contract(s) were bought and sold. 
• For AMD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), we notice a call option trade that happens to be bearish, expiring in 38 day(s) on June 20, 2025. This event was a transfer of 59 contract(s) at a $110.00 strike. The total cost received by the writing party (or parties) was $44.8K, with a price of $760.0 per contract. There were 24023 open contracts at this strike prior to today, and today 3732 contract(s) were bought and sold. 
• Regarding MRVL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>), we observe a call option sweep with bearish sentiment. It expires in 38 day(s) on June 20, 2025. Parties traded 50 contract(s) at a $60.00 strike. This particular call needed to be split into 5 different trades to become filled. The total cost received by the writing party (or parties) was $44.4K, with a price of $889.0 per contract. There were 17989 open contracts at this strike prior to today, and today 1775 contract(s) were bought and sold. 
• For ANET (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>), we notice a put option trade that happens to be bearish, expiring in 38 day(s) on June 20, 2025. This event was a transfer of 1500 contract(s) at a $97.50 strike. The total cost received by the writing party (or parties) was $764.9K, with a price of $510.0 per contract. There were 553 open contracts at this strike prior to today, and today 1571 contract(s) were bought and sold. 
• For CSCO (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>), we notice a call option sweep that happens to be bearish, expiring in 38 day(s) on June 20, 2025. This event was a transfer of 1089 contract(s) at a $65.00 strike. This particular call needed to be split into 20 different trades to become filled. The total cost received by the writing party (or parties) was $84.0K, with a price of $77.0 per contract. There were 19844 open contracts at this strike prior to today, and today 1250 contract(s) were bought and sold. 
• Regarding OKTA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/OKTA#NASDAQ">OKTA</a>), we observe a call option trade with bullish sentiment. It expires in 38 day(s) on June 20, 2025. Parties traded 1000 contract(s) at a $145.00 strike. The total cost received by the writing party (or parties) was $210.0K, with a price of $210.0 per contract. There were 393 open contracts at this strike prior to today, and today 1018 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more news on unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

OKTA

WIIM

AMAT

ASML

KLAC

LEDS

LRCX

LSCC

MCHP

NXPI

RMBS

SIMO

iShares PHLX SOX Semiconductor Sector Index Fund

SOXX

TSEM

Shares of semiconductor and chip stocks are trading higher as investors assess US-China trade progress and Saudi Arabia deals.

Corning Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GLW#NYSE">GLW</a>) on Tuesday <a target="_blank" href="https://www.benzinga.com/pressreleases/25/05/b45373691/corning-collaborates-with-broadcom-to-accelerate-ai-data-center-processing-capacity" rel="noreferrer noopener">announced a collaboration</a> with Broadcom Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>) on a co-packaged optics (CPO) infrastructure that will significantly increase processing capacity within data centers.
Corning will supply advanced optical components for Broadcom&#8217;s Bailly CPO system, making it ideal for large-scale artificial intelligence (AI) clusters.
CPO infrastructure is meeting the needs of AI workloads by improving networking and processing bandwidth, density, and power efficiency inside data centers by placing optics and electronics closer together in a processing system.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/05/45291509/nvidia-broadcom-amd-surge-as-trump-reshapes-ai-chip-export-rules-to-ease-market-pressure" rel="noreferrer noopener">Nvidia, Broadcom, AMD Gain As Trump Reshapes AI Chip Export Rules To Ease Market Pressure</a>
Broadcom&#8217;s Bailly CPO system incorporates eight silicon photonics-based, 6.4 TBps optical engines co-packaged with Broadcom&#8217;s StrataXGS Tomahawk 5 Ethernet switch chip.
Corning is now a qualified supplier of the optical infrastructure needed to connect fibers to these optical engines.
Broadcom stock gained 66% in the last 12 months, backed by the artificial intelligence frenzy. 
BofA Securities analyst Vivek Arya <a href="https://www.benzinga.com/25/04/44963215/nvidia-and-broadcom-chosen-as-top-semiconductor-picks-for-ai-leadership-and-custom-silicon-dominance-analyst" target="_blank" rel="noreferrer noopener">continues to view</a> the demand for AI computing as healthy, and the ongoing shift toward compute-hungry test-time computing and reasoning models should further help.
He highlighted that capex from non-CSPs, including emerging cloud vendors, enterprises, and national AI infrastructure projects, could be an additional source of sustaining AI investments, filling more than any demand gap despite concerns that AI data center buildouts might peak in 2025 and considerably slow down afterward.
The analyst&#8217;s&nbsp;top AI picks remain&nbsp;Nvidia Corp&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and&nbsp;Broadcom, respectively, as merchant and&nbsp;custom AI silicon leaders.
Price Actions: AVGO stock is up 3.3% at $228.92 at the last check on Tuesday. GLW is up 1.7% at $47.76.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/tech/25/05/45235394/nvidia-broadcom-lead-fund-manager-buys-even-as-semiconductor-sector-cools-analysts" target="_blank" rel="noreferrer noopener">Nvidia, Broadcom Lead Fund Manager Buys Even As Semiconductor Sector Cools: Analysts</a></li>
</ul>
Image created using artificial intelligence via Midjourney.

Can Corning-Broadcom Deal Transform AI's Data Center Future?

Corning To Supply Optical Components For Broadcom's Bailly CPO System Ethernet Switch

Investors with a lot of money to spend have taken a bullish stance on Broadcom (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>).
And retail traders should know.
We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.
Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with AVGO, it often means somebody knows something is about to happen.
So how do we know what these investors just did? 
Today, <a href="https://www.benzinga.com/pro/">Benzinga</a>'s options scanner spotted 92 uncommon options trades for Broadcom.
This isn't normal.
The overall sentiment of these big-money traders is split between 47% bullish and 45%, bearish.
Out of all of the special options we uncovered, 14 are puts, for a total amount of $595,447, and 78 are calls, for a total amount of $7,589,592.
<h3>Projected Price Targets</h3>
Analyzing the Volume and Open Interest in these contracts, it seems that the big players have been eyeing a price window from $100.0 to $370.0 for Broadcom during the past quarter. 
<h3>Volume &amp; Open Interest Development</h3>
In today's trading context, the average open interest for options of Broadcom stands at 3286.0, with a total volume reaching 40,947.00. The accompanying chart delineates the progression of both call and put option volume and open interest for high-value trades in Broadcom, situated within the strike price corridor from $100.0 to $370.0, throughout the last 30 days.
<h3>Broadcom Option Activity Analysis: Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1747072861_0.png" alt="Options Call Chart" />
<h3>Biggest Options Spotted:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>AVGO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/17/27</td>
<td>$64.05</td>
<td>$63.4</td>
<td>$63.4</td>
<td>$210.00</td>
<td>$951.0K</td>
<td>111</td>
<td>1.7K</td>
</tr>
<tr>
<td>AVGO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/16/25</td>
<td>$18.5</td>
<td>$18.3</td>
<td>$18.44</td>
<td>$200.00</td>
<td>$946.7K</td>
<td>10.0K</td>
<td>768</td>
</tr>
<tr>
<td>AVGO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$13.2</td>
<td>$13.05</td>
<td>$13.12</td>
<td>$220.00</td>
<td>$813.5K</td>
<td>9.6K</td>
<td>2.1K</td>
</tr>
<tr>
<td>AVGO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$8.2</td>
<td>$8.05</td>
<td>$8.05</td>
<td>$250.00</td>
<td>$806.5K</td>
<td>3.9K</td>
<td>1.0K</td>
</tr>
<tr>
<td>AVGO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/15/27</td>
<td>$57.0</td>
<td>$56.8</td>
<td>$57.0</td>
<td>$210.00</td>
<td>$171.0K</td>
<td>930</td>
<td>61</td>
</tr>
</tbody>
</table>

<h3>About Broadcom</h3>
Broadcom is the sixth-largest semiconductor company globally and has expanded into various software businesses, with over $30 billion in annual revenue. It sells 17 core semiconductor product lines across wireless, networking, broadband, storage, and industrial markets. It is primarily a fabless designer but holds some manufacturing in-house, like for its best-of-breed FBAR filters that sell into the Apple iPhone. In software, it sells virtualization, infrastructure, and security software to large enterprises, financial institutions, and governments.Broadcom is the product of consolidation. Its businesses are an amalgamation of former companies like legacy Broadcom and Avago Technologies in chips, as well as Brocade, CA Technologies, and Symantec in software.
In light of the recent options history for Broadcom, it's now appropriate to focus on the company itself. We aim to explore its current performance.
<h3>Broadcom's Current Market Status</h3>
<ul>
<li>With a trading volume of 12,489,711, the price of AVGO is up by 5.22%, reaching $219.07.</li>
<li>Current RSI values indicate that the stock is may be overbought.</li>
<li>Next earnings report is scheduled for 24 days from now.</li>
</ul>
<h3>What The Experts Say On Broadcom</h3>
In the last month, 3 experts released ratings on this stock with an average target price of $228.33.
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; An analyst from B of A Securities has decided to maintain their Buy rating on Broadcom, which currently sits at a price target of $240. 
&#x2A; An analyst from Barclays has decided to maintain their Overweight rating on Broadcom, which currently sits at a price target of $215. 
&#x2A; An analyst from Seaport Global has revised its rating downward to Buy, adjusting the price target to $230. 
Options are a riskier asset compared to just trading the stock, but they have higher profit potential. Serious options traders manage this risk by educating themselves daily, scaling in and out of trades, following more than one indicator, and following the markets closely.
If you want to stay updated on the latest options trades for Broadcom, <a href="https://www.benzinga.com/pro/">Benzinga Pro</a> gives you real-time options trades alerts.

Check Out What Whales Are Doing With AVGO

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders will search for circumstances when the market estimation of an option diverges heavily from its normal worth. High amounts of trading activity could push option prices to exaggerated or underestimated levels. 
Here's the list of options activity happening in today's session: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>AAPL</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>05/16/25</td>
<td>$210.00</td>
<td>$28.0K</td>
<td>31.9K</td>
<td>67.9K</td>
</tr>
<tr>
<td>PLTR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>05/16/25</td>
<td>$120.00</td>
<td>$37.7K</td>
<td>18.8K</td>
<td>36.0K</td>
</tr>
<tr>
<td>NVDA</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>05/16/25</td>
<td>$122.00</td>
<td>$33.8K</td>
<td>524</td>
<td>28.4K</td>
</tr>
<tr>
<td>MSFT</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/16/25</td>
<td>$460.00</td>
<td>$26.1K</td>
<td>20.0K</td>
<td>9.4K</td>
</tr>
<tr>
<td>MSTR</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/16/25</td>
<td>$400.00</td>
<td>$52.6K</td>
<td>2.3K</td>
<td>6.8K</td>
</tr>
<tr>
<td>FSLR</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>06/13/25</td>
<td>$150.00</td>
<td>$49.2K</td>
<td>6.0K</td>
<td>5.1K</td>
</tr>
<tr>
<td>AVGO</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>12/19/25</td>
<td>$370.00</td>
<td>$89.7K</td>
<td>8.1K</td>
<td>4.7K</td>
</tr>
<tr>
<td>ENPH</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>05/16/25</td>
<td>$50.00</td>
<td>$94.5K</td>
<td>2.7K</td>
<td>1.1K</td>
</tr>
<tr>
<td>CLS</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$105.00</td>
<td>$30.1K</td>
<td>492</td>
<td>383</td>
</tr>
<tr>
<td>DELL</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/16/26</td>
<td>$120.00</td>
<td>$44.1K</td>
<td>2.8K</td>
<td>270</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• For AAPL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), we notice a call option trade that happens to be bullish, expiring in 4 day(s) on May 16, 2025. This event was a transfer of 100 contract(s) at a $210.00 strike. The total cost received by the writing party (or parties) was $28.0K, with a price of $280.0 per contract. There were 31942 open contracts at this strike prior to today, and today 67929 contract(s) were bought and sold. 
• Regarding PLTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>), we observe a call option sweep with bearish sentiment. It expires in 4 day(s) on May 16, 2025. Parties traded 174 contract(s) at a $120.00 strike. This particular call needed to be split into 12 different trades to become filled. The total cost received by the writing party (or parties) was $37.7K, with a price of $217.0 per contract. There were 18862 open contracts at this strike prior to today, and today 36018 contract(s) were bought and sold. 
• For NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we notice a put option sweep that happens to be bearish, expiring in 4 day(s) on May 16, 2025. This event was a transfer of 173 contract(s) at a $122.00 strike. This particular put needed to be split into 10 different trades to become filled. The total cost received by the writing party (or parties) was $33.8K, with a price of $197.0 per contract. There were 524 open contracts at this strike prior to today, and today 28494 contract(s) were bought and sold. 
• For MSFT (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), we notice a call option sweep that happens to be bullish, expiring in 4 day(s) on May 16, 2025. This event was a transfer of 414 contract(s) at a $460.00 strike. This particular call needed to be split into 20 different trades to become filled. The total cost received by the writing party (or parties) was $26.1K, with a price of $63.0 per contract. There were 20055 open contracts at this strike prior to today, and today 9440 contract(s) were bought and sold. 
• For MSTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>), we notice a put option sweep that happens to be bullish, expiring in 4 day(s) on May 16, 2025. This event was a transfer of 50 contract(s) at a $400.00 strike. This particular put needed to be split into 5 different trades to become filled. The total cost received by the writing party (or parties) was $52.6K, with a price of $1054.0 per contract. There were 2374 open contracts at this strike prior to today, and today 6873 contract(s) were bought and sold. 
• For FSLR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FSLR#NASDAQ">FSLR</a>), we notice a call option trade that happens to be neutral, expiring in 32 day(s) on June 13, 2025. This event was a transfer of 40 contract(s) at a $150.00 strike. The total cost received by the writing party (or parties) was $49.2K, with a price of $1230.0 per contract. There were 6006 open contracts at this strike prior to today, and today 5127 contract(s) were bought and sold. 
• Regarding AVGO (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), we observe a call option trade with bearish sentiment. It expires in 221 day(s) on December 19, 2025. Parties traded 385 contract(s) at a $370.00 strike. The total cost received by the writing party (or parties) was $89.7K, with a price of $233.0 per contract. There were 8136 open contracts at this strike prior to today, and today 4754 contract(s) were bought and sold. 
• For ENPH (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ENPH#NASDAQ">ENPH</a>), we notice a put option trade that happens to be bearish, expiring in 4 day(s) on May 16, 2025. This event was a transfer of 666 contract(s) at a $50.00 strike. The total cost received by the writing party (or parties) was $94.5K, with a price of $142.0 per contract. There were 2726 open contracts at this strike prior to today, and today 1124 contract(s) were bought and sold. 
• Regarding CLS (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CLS#NYSE">CLS</a>), we observe a call option sweep with bullish sentiment. It expires in 39 day(s) on June 20, 2025. Parties traded 52 contract(s) at a $105.00 strike. This particular call needed to be split into 52 different trades to become filled. The total cost received by the writing party (or parties) was $30.1K, with a price of $580.0 per contract. There were 492 open contracts at this strike prior to today, and today 383 contract(s) were bought and sold. 
• Regarding DELL (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>), we observe a put option sweep with bearish sentiment. It expires in 249 day(s) on January 16, 2026. Parties traded 18 contract(s) at a $120.00 strike. This particular put needed to be split into 10 different trades to become filled. The total cost received by the writing party (or parties) was $44.1K, with a price of $2455.0 per contract. There were 2827 open contracts at this strike prior to today, and today 270 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more news on unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

DELL

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Live On CNBC, Stephanie Link Announces Bought More Broadcom

Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and <a target="_blank" href="https://www.benzinga.com/topic/nvidia" rel="noreferrer noopener">semiconductor stocks</a> Broadcom Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), Advanced Micro Devices, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), Arm Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARM#NASDAQ">ARM</a>), Micron Technology, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>), Marvell Technology, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>), ON Semiconductor Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ON#NASDAQ">ON</a>) surged on Monday.
The positive reaction followed the report that Beijing and Washington temporarily agreed to lower tariffs on each other&#8217;s products.
The agreement will reduce U.S. levies of 145% on most Chinese imports to 30%, while China&#8217;s 125% duties on U.S. goods will drop to 10% for a 90-day period, Bloomberg <a target="_blank" href="https://www.bloomberg.com/news/articles/2025-05-12/chinese-stocks-move-higher-as-trade-talks-progress-lifts-mood?sref=TBDibEcD" rel="noreferrer noopener">reported</a> on Monday. The deal followed weekend negotiations in Geneva.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/05/45294370/marvells-custom-ai-chips-for-microsoft-and-aws-stay-on-track-analyst-sees-strong-growth-ahead" rel="noreferrer noopener">Marvell AI Chips Stay On Track, JPMorgan Dismisses Share Loss Chatter</a>
Last week, Wedbush analyst Daniel Ives said <a target="_blank" href="https://www.benzinga.com/tech/25/05/45320459/nvidia-apple-face-bigger-risks-from-china-trade-talks-than-any-boost-from-uk-deal-analyst-says" rel="noreferrer noopener">that China negotiations</a> remain a key focus of the markets and the tech world.&nbsp;He highlighted investor concerns over the 145% &#8220;black cloud&#8221; China tariffs and many restrictions hitting&nbsp;Nvidia and other tech companies, with the negative ripple impact in the supply chain front and center.
Last week, reports indicated the Trump administration&#8217;s planning to repeal a key Biden-era export <a target="_blank" href="https://www.benzinga.com/25/05/45291509/nvidia-broadcom-amd-surge-as-trump-reshapes-ai-chip-export-rules-to-ease-market-pressure" rel="noreferrer noopener">restriction on AI chips</a>.
The recent&nbsp;crackdown on Nvidia&nbsp;selling a specialized AI chip to China prompted the company to book a $5.5 billion charge.
The rollback targets the &#8220;AI diffusion rule,&#8221; which will go into effect on May 15. The Trump administration is exploring blocking China from accessing advanced chips without hurting American technology companies.
Big Tech giants, including&nbsp;Nvidia and Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), had criticized the diffusion rule, citing a loss of business opportunities for American companies.
Price Action: NVDA stock traded higher by 3.62% to $120.87 at the last check on Monday.
Read Next:
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Why Are NVIDIA And Other Chip Stocks Trading Higher On Monday?

Shares of chip stocks are higher after the US and China agreed to a temporary reduction in most tariffs on each other's goods. A reduction in tariffs could alleviate some supply chain concerns and improve macro sentiment as well as demand visibility.

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