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

CoreWeave (NASDAQ:CRWV) Bolsa, Cadena de Opciones

CoreWeave

CoreWeave Inc is a modern cloud infrastructure technology company that offers the CoreWeave Cloud Platform which consists of proprietary software and cloud services that deliver the automation and efficiency needed to manage complex AI infrastructure at scale. Its platform supports the development and use of ground-breaking models and the delivery of the next generation of AI applications that are changing the way of living and working across the globe.

Closed,Up,Finger,On,Keyboard,With,Word,Ipo

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ALAB

CRCL

CRWV

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Circle y CoreWeave protagonizan fuertes alzas tras su debut en bolsa. ¿Seguirán el camino de Reddit y Astera Labs?

Circle y CoreWeave lideran salidas a bolsa: ¿repetirán el éxito de Reddit y Astera?

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MSFT

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NVDA

Nebius y CoreWeave compiten en infraestructura para IA con Nvidia, destacando Nebius por su sólido balance y expansión europea.

Nebius vs CoreWeave: la batalla de infraestructura IA con Nvidia en el centro

Stock Market

AAPL

Jim Cramer advierte que la incertidumbre comercial de Trump distorsiona las valoraciones bursátiles y fortalece a los bajistas.

Trump distorsiona el mercado bursátil y alienta a bajistas, advierte Jim Cramer

Shares of AI infrastructure firm CoreWeave Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>) are soaring in Thursday morning trading after receiving a vote of confidence from Citigroup.
The bank <a href="https://www.benzinga.com/quote/CRWV/analyst-ratings">upgraded</a> the stock to Buy from a previous Neutral rating and announced a new price target of $160, suggesting substantial upside and providing a powerful counter-narrative to recent bearish sentiment.
What To Know: The bullish call from Citi comes during a period of intense volatility for the stock, which has become a focal point of debate on Wall Street. 
Investors have been weighing the company's ambitious growth strategy, including its pending $9 billion all-stock <a href="https://www.benzinga.com/markets/tech/25/07/46423337/coreweave-6-billion-ai-bet-boosts-core-scientific-9-billion-deal">acquisition</a> of Core Scientific and a $6 billion plan for a new <a href="https://www.benzinga.com/trading-ideas/movers/25/07/46410852/coreweave-commits-6-billion-to-us-ai-infrastructure-in-lancaster">AI data center</a>, against considerable risks.
Citi&#8217;s upgrade directly challenges the bearish case that has recently gained traction. Just last week, HSBC initiated coverage with a Reduce rating and a stark $32 price target, citing extreme customer concentration as its <a href="https://www.benzinga.com/trading-ideas/movers/25/07/46503455/coreweave-shares-slide-after-hsbc-initiates-coverage-with-bearish-outlook">primary concern</a>. 
HSBC noted that a single client, Microsoft Corp, accounted for 72% of CoreWeave&#8217;s first-quarter revenue. That bearish call followed a string of downgrades in early July from firms worried about the high capital expenditures required for its expansion.
Thursday&#8217;s rally, sparked by the new analyst rating, underscores the ongoing tug-of-war between CoreWeave&#8217;s immense growth potential and its significant operational and financial risks, with Wall Street&#8217;s divided opinions acting as key catalysts for the stock&#8217;s direction.
Benzinga Edge Rankings: Based on financial data from <a href="http://benzinga.grsm.io/register174">Benzinga Edge</a>, CoreWeave&#8217;s market capitalization stands at approximately $55.61 billion. From a technical standpoint, the stock&#8217;s Relative Strength Index is at 41, suggesting it is in neutral territory and neither overbought nor oversold. 
Notably, short interest represents 7.13% of the stock&#8217;s float, with a &#8216;days to cover&#8217; ratio of 1.28, indicating a significant level of bearish bets against the company.
Price Action: According to data from <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a>, CRWV shares are trading higher by 12.2% to $115.43 Thursday morning. The stock has a 52-week high of $187.00 and a 52-week low of $33.52.
Read Also: <a href="https://www.benzinga.com/trading-ideas/movers/25/07/46755987/applied-digital-stock-is-surging-thursday-whats-going-on">Applied Digital Stock Is Surging Thursday: What&#8217;s Going On?</a>
<h2 class="wp-block-heading">How To Buy CRWV Stock</h2>
By now you're likely curious about how to participate in the market for CoreWeave &#8211; be it to purchase shares, or even attempt to bet against the company.
Buying shares is typically done through a brokerage account. You can find a list of <a href="https://www.benzinga.com/money/best-stock-trading-platforms">possible trading platforms here.</a> Many will allow you to buy &#8220;fractional shares,&#8221; which allows you to own portions of stock without buying an entire share.
In the case of CoreWeave, which is trading at $115.43 as of publishing time, $100 would buy you 0.87 shares of stock.
If you're looking to bet against a company, the process is more complex. You'll need access to an options trading platform, or a broker who will allow you to &#8220;go short&#8221; a share of stock by lending you the shares to sell. The process of shorting a <a href="https://www.benzinga.com/money/how-to-short-a-stock">stock can be found at this resource.</a> Otherwise, if your broker allows you to trade options, you can either buy a put option, or sell a call option at a strike price above where shares are currently trading &#8211; either way it allows you to profit off of the share price decline.
Image: Shutterstock

CoreWeave (CRWV) Stock Is Surging Thursday: What's Driving The Action?

Applied Digital Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APLD#NASDAQ">APLD</a>) shares are trading higher Thursday after the company reported financial results <a href="https://www.benzinga.com/markets/earnings/25/07/46741319/applied-digital-stock-soars-after-q4-results-how-coreweave-bitcoin-are-helping">for the fourth quarter</a>. 
What To Know: Applied Digital reported fourth-quarter revenue of $38.01 million, missing analyst estimates of $40.84 million, according to <a href="http://pro.benzinga.com">Benzinga Pro</a>. The company reported an adjusted loss of 3 cents per share, beating estimates for a loss of 15 cents per share.
Total revenue was up 41% on a year-over-year basis, primarily driven by increased capacity coming online in the company&#8217;s data center hosting business. 
Applied Digital signed multiple leases with CoreWeave Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>) during the period that are expected to generate approximately $7 billion in contracted revenue over the term of the leases. The company said CoreWeave also exercised an option subsequent to quarter&#8217;s end that will add $4 billion in contracted revenue to the agreements. 
&#8220;These long-term leases mark a defining moment for Polaris Forge 1, one of North America&#8217;s most ambitious data center projects. Purpose-built for artificial intelligence and high-performance computing, the campus combines massive power capacity with rapid deployment and is designed to scale up to 1 gigawatt,&#8221; said Wes Cummins, chairman and CEO of Applied Digital. 
Applied Digital had $120.9 million of cash, cash equivalents and restricted cash as of May 31. 
Following the company&#8217;s quarterly results, HC Wainwright &amp; Co. analyst Kevin Dede maintained Applied Digital with a Buy rating and raised the price target from&nbsp;$12&nbsp;to&nbsp;$15. Needham analyst John Todaro also maintained a Buy on Thursday and raised the price target from&nbsp;$12&nbsp;to&nbsp;$16.
APLD Price Action: <a href="http://benzinga.com/quote/APLD">Applied Digital shares</a> were up 25.3% at $12.56 at the time of publication Thursday, according to <a href="http://pro.benzinga.com">Benzinga Pro</a>.
Read Next:
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<li><a href="https://www.benzinga.com/trading-ideas/previews/25/07/46742773/coinbase-q2-preview-can-white-house-momentum-bitcoin-all-time-highs-help">Coinbase Q2 Preview: Can White House Momentum, Bitcoin All-Time Highs Help?</a></li>
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Photo: Shutterstock.

APLD

Applied Digital Stock Is Surging Thursday: What's Going On?

WIIM

CoreWeave shares are trading higher after Citigroup upgraded the stock from Neutral to Buy and announced a price target of $160.

Citigroup analyst Tyler Radke upgrades CoreWeave (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>) from Neutral to Buy and announces $160 price target.

Upgrades

Price Target

Analyst Ratings

Citigroup Upgrades CoreWeave to Buy, Announces $160 Price Target

<h3>Gainers</h3>
<ul>
<li>VerifyMe (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VRME#NASDAQ">VRME</a>) shares moved upwards by 74.9% to $1.2 during Thursday's pre-market session. The market value of their outstanding shares is at $8.5 million. </li>
<li>Applied Digital (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APLD#NASDAQ">APLD</a>) stock rose 21.23% to $12.16. The company's market cap stands at $2.2 billion. As per the press release, Q4 earnings came out yesterday. </li>
<li>Impinj (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PI#NASDAQ">PI</a>) stock moved upwards by 20.81% to $147.65. The company's market cap stands at $3.5 billion. As per the news, the Q2 earnings report came out yesterday. </li>
<li>Mobilicom (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MOB#NASDAQ">MOB</a>) stock increased by 12.68% to $3.91. The company's market cap stands at $25.9 million. </li>
<li>CoreWeave (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>) stock rose 11.76% to $115.0. The market value of their outstanding shares is at $49.5 billion. </li>
<li>Cognex (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CGNX#NASDAQ">CGNX</a>) shares increased by 11.22% to $37.55. The company's market cap stands at $5.7 billion. As per the press release, Q2 earnings came out yesterday. </li>
</ul>
<h3>Losers</h3>
<ul>
<li>Confluent (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CFLT#NASDAQ">CFLT</a>) stock decreased by 30.3% to $18.4 during Thursday's pre-market session. The company's market cap stands at $8.9 billion. As per the news, the Q2 earnings report came out yesterday. </li>
<li>Duos Technologies Group (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DUOT#NASDAQ">DUOT</a>) shares fell 16.61% to $6.28. The market value of their outstanding shares is at $93.3 million. </li>
<li>Yxt.Com Group Holding (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/YXT#NASDAQ">YXT</a>) stock decreased by 14.31% to $0.71. The market value of their outstanding shares is at $49.8 million. </li>
<li>FormFactor (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FORM#NASDAQ">FORM</a>) stock decreased by 14.3% to $29.5. The market value of their outstanding shares is at $2.6 billion. The company's, Q2 earnings came out yesterday. </li>
<li>Lam Research (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NASDAQ">LRCX</a>) stock fell 8.07% to $91.1. The company's market cap stands at $126.7 billion. As per the press release, Q4 earnings came out yesterday. </li>
<li>Daqo New Energy (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DQ#NYSE">DQ</a>) stock fell 7.21% to $21.0. The market value of their outstanding shares is at $1.4 billion. 
See Also: <a href="http://www.benzinga.com/money/tech-stocks/" title="www.benzinga.com/money/tech-stocks/">www.benzinga.com/money/tech-stocks/</a></li>
</ul>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

CFLT

CGNX

DUOT

FORM

LRCX

VRME

12 Information Technology Stocks Moving In Thursday's Pre-Market Session

Applied Digital (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APLD#NASDAQ">APLD</a>) shares are trading higher after the company reported fourth-quarter financial results Wednesday<a href="https://www.benzinga.com/earnings"> after market close.</a>
APLD stock is on the move, climbing higher.&nbsp;<a href="https://www.benzinga.com/quote/APLD" target="_blank" rel="noreferrer noopener">See real-time price here.</a>
What Happened: Applied Digital reported fourth-quarter revenue of $38.01 million, up 41% year-over-year. The revenue total missed a Street consensus estimate of $40.84 million according to data<a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0730"> from Benzinga Pro.</a>
The company's revenue came mainly from its Data Center Hosting Business, which operates data centers to provide space for crypto mining customers. The company's 106 megawatt and 180 megawatt facilities in North Dakota were operating at full capacity in the quarter.
Applied Digital said demand for these services "remains robust" with Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) prices hitting all-time highs.
The company reported a loss of 3 cents per share, beating a Street consensus estimate of a loss of 15 cents per share.
Full fiscal year revenue was $144.2 million for the company, up 6% year-over-year. The company reported and adjusted loss of 6 cents per share for the full fiscal year.
What's Next: The company said it signed two 15-year lease agreements with CoreWeave Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>) to deliver 250 megawatts of critical IT load from its North Dakota data center campus.
Applied Digital said these lease agreements are expected to generate around $7 billion in contracted revenue over the 15-year lease terms.
Since the end of the quarter, CoreWeave exercised its lease option for an additional 150 megawatts.
Together, the updated lease terms will bring in around $11 billion over the 15-year lease terms. &nbsp;
"These long-term leases mark a defining moment for Polaris Forge 1, one of North America's most ambitious data center projects," Applied Digital CEO Wes Cummins said.
The first 100 megawatt facility is scheduled to be operational in the fourth quarter of 2025 with a second 150 megawatt facility up in mid-2026 and a third 150 megawatt facility in 2027.
"We believe Polaris Forge 1 will serve as a launchpad for the future of AI infrastructure."
Cummins said the company is working on building strong relationships with all the major hyperscalers to position the company well for future projects.
"We're confident that our multi-gigawatt pipeline and proven design and construction expertise, combined with hyperscalers that appear to be more active than ever in securing land, power, and data center capacity, should continue to drive our growth."
APLD Price Action: Applied Digital stock is up 9.65% to $11 in after-hours trading versus a 52-week trading range of $3.01 to $15.42.
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/trading-ideas/long-ideas/25/07/46205646/exclusive-june-20-most-searched-tickers-on-benzinga-pro-where-do-coreweave-nvidia-apple-stock-rank">EXCLUSIVE: June&#8217;s 20 Most-Searched Tickers On Benzinga Pro — Where Do CoreWeave, Nvidia, Apple Stock Rank?</a></li>
</ul>
Photo: KM Stock/Shutterstock

Earnings

After-Hours Center

$BTC

Applied Digital Stock Soars After Q4 Results: How CoreWeave, Bitcoin Are Helping

Shares of AI infrastructure provider CoreWeave Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>) are trading lower Wednesday afternoon, continuing a period of significant volatility despite a lack of company-specific news. Here&#8217;s what investors <a href="https://www.benzinga.com/quote/CRWV/news">need to know</a>.
CRWV stock is seeing a decline in price. <a href="https://www.benzinga.com/quote/CRWV" target="_blank" rel="noreferrer noopener">Track it now here.</a>
What To Know: The decline extends recent weakness as investors grapple with the company&#8217;s aggressive expansion plans versus mounting concerns over valuation and customer concentration.
The stock has been a battleground for analysts following its meteoric rise of over 240% since its March 2025 IPO. Bulls point to CoreWeave&#8217;s ambitious strategy, highlighted by its recent $9 billion <a href="https://www.benzinga.com/markets/tech/25/07/46423337/coreweave-6-billion-ai-bet-boosts-core-scientific-9-billion-deal">all-stock agreement</a> to acquire Core Scientific and a subsequent commitment to build a <a href="https://www.benzinga.com/trading-ideas/movers/25/07/46410852/coreweave-commits-6-billion-to-us-ai-infrastructure-in-lancaster">$6 billion AI data center</a> in Pennsylvania. 
On July 21, Barclays <a href="https://www.benzinga.com/trading-ideas/movers/25/07/46525720/coreweave-stock-is-soaring-monday-whats-going-on">fueled optimism</a> by raising its price target to $140, citing the company&#8217;s growth trajectory. However, a <a href="https://www.benzinga.com/trading-ideas/movers/25/07/46503455/coreweave-shares-slide-after-hsbc-initiates-coverage-with-bearish-outlook">bear case emerged</a> on July 18 when HSBC initiated coverage with a Reduce rating and a stark $32 price target. 
The firm&#8217;s primary concern is CoreWeave&#8217;s heavy reliance on a handful of clients, noting that Microsoft alone accounted for 72% of revenue in the first quarter of 2025.
This followed a series of downgrades from firms like Mizuho and Stifel earlier in July, which questioned the financial implications of the costly Core Scientific acquisition.
Wednesday&#8217;s price action suggests that in the absence of fresh catalysts, investor anxiety over CoreWeave&#8217;s concentrated revenue base and high capital expenditures could be outweighing the excitement for its long-term AI potential.
CRWV Price Action: According to data from <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a>, CoreWeave shares closed down 5.38% to $102.89 on Wednesday. The stock has a 52-week high of $187 and a 52-week low of $33.52.
<h2 class="wp-block-heading">How To Buy CRWV Stock</h2>
Besides going to a brokerage platform to purchase a share — or fractional share — of stock, you can also gain access to shares either by buying an exchange traded fund (ETF) that holds the stock itself, or by allocating yourself to a strategy in your 401(k) that would seek to acquire shares in a mutual fund or other instrument.
For example, CoreWeave is in the Information Technology sector. An ETF will likely hold shares in many liquid and large companies that help track that sector, allowing an investor to gain exposure to the trends within that segment.
Read Also: • <a href="https://www.benzinga.com/markets/tech/25/07/46735554/marvell-stock-rebounds-on-ai-momentum-new-global-chip-partnership">Marvell Stock Rebounds On AI Momentum, New Global Chip Partnership</a>
Image: Shutterstock

CoreWeave Stock Slides In Quiet Trading As Investors Weigh Growth Against Risk

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders often look for circumstances when the market estimation of an option diverges away from its normal worth. Abnormal amounts of trading activity could push option prices to hyperbolic or underperforming levels. 
Here's the list of options activity happening in today's session: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>NVDA</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>08/01/25</td>
<td>$175.00</td>
<td>$138.5K</td>
<td>53.6K</td>
<td>123.3K</td>
</tr>
<tr>
<td>PLTR</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>08/01/25</td>
<td>$155.00</td>
<td>$32.4K</td>
<td>7.8K</td>
<td>24.0K</td>
</tr>
<tr>
<td>AMD</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$200.00</td>
<td>$123.0K</td>
<td>9.7K</td>
<td>17.3K</td>
</tr>
<tr>
<td>LRCX</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$80.00</td>
<td>$150.0K</td>
<td>2.8K</td>
<td>5.1K</td>
</tr>
<tr>
<td>AAPL</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>12/19/25</td>
<td>$250.00</td>
<td>$29.1K</td>
<td>30.6K</td>
<td>3.6K</td>
</tr>
<tr>
<td>MSFT</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>08/01/25</td>
<td>$520.00</td>
<td>$32.8K</td>
<td>3.2K</td>
<td>2.1K</td>
</tr>
<tr>
<td>ORCL</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>08/15/25</td>
<td>$250.00</td>
<td>$520.0K</td>
<td>9.3K</td>
<td>1.6K</td>
</tr>
<tr>
<td>MU</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>09/19/25</td>
<td>$130.00</td>
<td>$32.2K</td>
<td>7.0K</td>
<td>898</td>
</tr>
<tr>
<td>CRWV</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$125.00</td>
<td>$33.4K</td>
<td>985</td>
<td>651</td>
</tr>
<tr>
<td>MSTR</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>09/19/25</td>
<td>$5.00</td>
<td>$40.1K</td>
<td>3.5K</td>
<td>587</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These itemized elaborations have been created 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 trade with bullish sentiment. It expires in 4 day(s) on August 1, 2025. Parties traded 500 contract(s) at a $175.00 strike. The total cost received by the writing party (or parties) was $138.5K, with a price of $277.0 per contract. There were 53661 open contracts at this strike prior to today, and today 123369 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, expiring in 4 day(s) on August 1, 2025. This event was a transfer of 120 contract(s) at a $155.00 strike. This particular put needed to be split into 9 different trades to become filled. The total cost received by the writing party (or parties) was $32.4K, with a price of $271.0 per contract. There were 7838 open contracts at this strike prior to today, and today 24049 contract(s) were bought and sold. 
• Regarding AMD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), we observe a call option sweep with bullish sentiment. It expires in 18 day(s) on August 15, 2025. Parties traded 665 contract(s) at a $200.00 strike. This particular call needed to be split into 7 different trades to become filled. The total cost received by the writing party (or parties) was $123.0K, with a price of $185.0 per contract. There were 9772 open contracts at this strike prior to today, and today 17331 contract(s) were bought and sold. 
• Regarding LRCX (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NASDAQ">LRCX</a>), we observe a put option sweep with bearish sentiment. It expires in 53 day(s) on September 19, 2025. Parties traded 2000 contract(s) at a $80.00 strike. This particular put needed to be split into 13 different trades to become filled. The total cost received by the writing party (or parties) was $150.0K, with a price of $75.0 per contract. There were 2879 open contracts at this strike prior to today, and today 5127 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 trade with bullish sentiment. It expires in 144 day(s) on December 19, 2025. Parties traded 100 contract(s) at a $250.00 strike. The total cost received by the writing party (or parties) was $29.1K, with a price of $291.0 per contract. There were 30618 open contracts at this strike prior to today, and today 3621 contract(s) were bought and sold. 
• For MSFT (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), we notice a call option trade that happens to be neutral, expiring in 4 day(s) on August 1, 2025. This event was a transfer of 48 contract(s) at a $520.00 strike. The total cost received by the writing party (or parties) was $32.8K, with a price of $685.0 per contract. There were 3291 open contracts at this strike prior to today, and today 2142 contract(s) were bought and sold. 
• Regarding ORCL (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>), we observe a call option trade with neutral sentiment. It expires in 18 day(s) on August 15, 2025. Parties traded 1000 contract(s) at a $250.00 strike. The total cost received by the writing party (or parties) was $520.0K, with a price of $520.0 per contract. There were 9307 open contracts at this strike prior to today, and today 1655 contract(s) were bought and sold. 
• Regarding MU (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>), we observe a call option sweep with bullish sentiment. It expires in 53 day(s) on September 19, 2025. Parties traded 200 contract(s) at a $130.00 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 $32.2K, with a price of $161.0 per contract. There were 7017 open contracts at this strike prior to today, and today 898 contract(s) were bought and sold. 
• For CRWV (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>), we notice a call option sweep that happens to be bullish, expiring in 18 day(s) on August 15, 2025. This event was a transfer of 85 contract(s) at a $125.00 strike. This particular call needed to be split into 10 different trades to become filled. The total cost received by the writing party (or parties) was $33.4K, with a price of $406.0 per contract. There were 985 open contracts at this strike prior to today, and today 651 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 neutral, expiring in 53 day(s) on September 19, 2025. This event was a transfer of 1 contract(s) at a $5.00 strike. The total cost received by the writing party (or parties) was $40.1K, with a price of $40133.0 per contract. There were 3565 open contracts at this strike prior to today, and today 587 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

MSTR

ORCL

PLTR

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

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>MSFT</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/25/25</td>
<td>$510.00</td>
<td>$44.9K</td>
<td>20.1K</td>
<td>16.9K</td>
</tr>
<tr>
<td>AAPL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>08/01/25</td>
<td>$215.00</td>
<td>$25.8K</td>
<td>18.6K</td>
<td>14.1K</td>
</tr>
<tr>
<td>MSTR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>08/01/25</td>
<td>$425.00</td>
<td>$47.0K</td>
<td>1.4K</td>
<td>9.0K</td>
</tr>
<tr>
<td>MU</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>08/01/25</td>
<td>$112.00</td>
<td>$31.0K</td>
<td>993</td>
<td>7.4K</td>
</tr>
<tr>
<td>INTC</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/15/27</td>
<td>$30.00</td>
<td>$43.6K</td>
<td>22.1K</td>
<td>5.9K</td>
</tr>
<tr>
<td>CRWV</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>08/01/25</td>
<td>$160.00</td>
<td>$36.4K</td>
<td>2.0K</td>
<td>3.6K</td>
</tr>
<tr>
<td>MARA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>08/08/25</td>
<td>$17.00</td>
<td>$26.0K</td>
<td>1.4K</td>
<td>3.0K</td>
</tr>
<tr>
<td>FRSH</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$12.50</td>
<td>$129.0K</td>
<td>1.3K</td>
<td>3.0K</td>
</tr>
<tr>
<td>CSCO</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$72.50</td>
<td>$104.5K</td>
<td>10.6K</td>
<td>2.0K</td>
</tr>
<tr>
<td>U</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$40.00</td>
<td>$25.7K</td>
<td>3.0K</td>
<td>1.3K</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• 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 bearish, is expiring today. Parties traded 84 contract(s) at a $510.00 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 $44.9K, with a price of $535.0 per contract. There were 20165 open contracts at this strike prior to today, and today 16922 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 bullish, expiring in 7 day(s) on August 1, 2025. This event was a transfer of 60 contract(s) at a $215.00 strike. This particular call needed to be split into 6 different trades to become filled. The total cost received by the writing party (or parties) was $25.8K, with a price of $430.0 per contract. There were 18632 open contracts at this strike prior to today, and today 14183 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 sweep with bullish sentiment. It expires in 7 day(s) on August 1, 2025. Parties traded 100 contract(s) at a $425.00 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 $47.0K, with a price of $470.0 per contract. There were 1459 open contracts at this strike prior to today, and today 9028 contract(s) were bought and sold. 
• For MU (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>), we notice a call option sweep that happens to be bearish, expiring in 7 day(s) on August 1, 2025. This event was a transfer of 166 contract(s) at a $112.00 strike. This particular call needed to be split into 19 different trades to become filled. The total cost received by the writing party (or parties) was $31.0K, with a price of $187.0 per contract. There were 993 open contracts at this strike prior to today, and today 7408 contract(s) were bought and sold. 
• For INTC (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), we notice a call option trade that happens to be bearish, expiring in 539 day(s) on January 15, 2027. This event was a transfer of 200 contract(s) at a $30.00 strike. The total cost received by the writing party (or parties) was $43.6K, with a price of $218.0 per contract. There were 22136 open contracts at this strike prior to today, and today 5952 contract(s) were bought and sold. 
• Regarding CRWV (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>), we observe a put option sweep with bullish sentiment. It expires in 7 day(s) on August 1, 2025. Parties traded 8 contract(s) at a $160.00 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 $36.4K, with a price of $4556.0 per contract. There were 2042 open contracts at this strike prior to today, and today 3660 contract(s) were bought and sold. 
• Regarding MARA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MARA#NASDAQ">MARA</a>), we observe a call option sweep with bullish sentiment. It expires in 14 day(s) on August 8, 2025. Parties traded 237 contract(s) at a $17.00 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 $26.0K, with a price of $110.0 per contract. There were 1432 open contracts at this strike prior to today, and today 3030 contract(s) were bought and sold. 
• For FRSH (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FRSH#NASDAQ">FRSH</a>), we notice a put option trade that happens to be bearish, expiring in 21 day(s) on August 15, 2025. This event was a transfer of 3000 contract(s) at a $12.50 strike. The total cost received by the writing party (or parties) was $129.0K, with a price of $43.0 per contract. There were 1373 open contracts at this strike prior to today, and today 3016 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 trade that happens to be bullish, expiring in 21 day(s) on August 15, 2025. This event was a transfer of 2050 contract(s) at a $72.50 strike. The total cost received by the writing party (or parties) was $104.5K, with a price of $51.0 per contract. There were 10631 open contracts at this strike prior to today, and today 2078 contract(s) were bought and sold. 
• For U (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/U#NYSE">U</a>), we notice a call option trade that happens to be bearish, expiring in 56 day(s) on September 19, 2025. This event was a transfer of 155 contract(s) at a $40.00 strike. The total cost received by the writing party (or parties) was $25.7K, with a price of $166.0 per contract. There were 3075 open contracts at this strike prior to today, and today 1337 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.

CSCO

FRSH

INTC

MARA

10 Information Technology Stocks Whale Activity In Today's Session

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders often look for circumstances when the market estimation of an option diverges away from its normal worth. Abnormal amounts of trading activity could push option prices to hyperbolic or underperforming levels. 
Below are some instances of options activity happening in the Information Technology sector: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>AMD</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/25/25</td>
<td>$160.00</td>
<td>$31.9K</td>
<td>17.0K</td>
<td>42.1K</td>
</tr>
<tr>
<td>PLTR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/25/25</td>
<td>$155.00</td>
<td>$64.3K</td>
<td>36.1K</td>
<td>40.2K</td>
</tr>
<tr>
<td>INTC</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/25/25</td>
<td>$22.00</td>
<td>$164.5K</td>
<td>16.8K</td>
<td>13.6K</td>
</tr>
<tr>
<td>NVDA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/25/25</td>
<td>$167.50</td>
<td>$79.9K</td>
<td>22.8K</td>
<td>12.1K</td>
</tr>
<tr>
<td>BMNR</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$60.00</td>
<td>$63.0K</td>
<td>1.3K</td>
<td>4.7K</td>
</tr>
<tr>
<td>AAPL</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>09/19/25</td>
<td>$220.00</td>
<td>$27.4K</td>
<td>27.3K</td>
<td>2.8K</td>
</tr>
<tr>
<td>AVGO</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/25/25</td>
<td>$290.00</td>
<td>$41.6K</td>
<td>767</td>
<td>1.6K</td>
</tr>
<tr>
<td>MARA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$17.50</td>
<td>$25.9K</td>
<td>1.0K</td>
<td>836</td>
</tr>
<tr>
<td>CRWV</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>07/25/25</td>
<td>$124.00</td>
<td>$44.0K</td>
<td>850</td>
<td>703</td>
</tr>
<tr>
<td>SMCI</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>08/15/25</td>
<td>$50.00</td>
<td>$28.0K</td>
<td>21.1K</td>
<td>589</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• For AMD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), we notice a call option sweep that happens to be bearish, expiring in 1 day(s) on July 25, 2025. This event was a transfer of 100 contract(s) at a $160.00 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 $31.9K, with a price of $319.0 per contract. There were 17057 open contracts at this strike prior to today, and today 42135 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 bearish, expiring in 1 day(s) on July 25, 2025. This event was a transfer of 400 contract(s) at a $155.00 strike. This particular call needed to be split into 46 different trades to become filled. The total cost received by the writing party (or parties) was $64.3K, with a price of $158.0 per contract. There were 36130 open contracts at this strike prior to today, and today 40266 contract(s) were bought and sold. 
• For INTC (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), we notice a put option sweep that happens to be bearish, expiring in 1 day(s) on July 25, 2025. This event was a transfer of 3500 contract(s) at a $22.00 strike. This particular put needed to be split into 58 different trades to become filled. The total cost received by the writing party (or parties) was $164.5K, with a price of $47.0 per contract. There were 16870 open contracts at this strike prior to today, and today 13682 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 call option sweep that happens to be bearish, expiring in 1 day(s) on July 25, 2025. This event was a transfer of 130 contract(s) at a $167.50 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 $79.9K, with a price of $615.0 per contract. There were 22878 open contracts at this strike prior to today, and today 12109 contract(s) were bought and sold. 
• For BMNR (AMEX:<a class="ticker" href="https://www.benzinga.com/stock/BMNR#AMEX">BMNR</a>), we notice a call option trade that happens to be bullish, expiring in 22 day(s) on August 15, 2025. This event was a transfer of 180 contract(s) at a $60.00 strike. The total cost received by the writing party (or parties) was $63.0K, with a price of $350.0 per contract. There were 1316 open contracts at this strike prior to today, and today 4787 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 trade with bullish sentiment. It expires in 57 day(s) on September 19, 2025. Parties traded 39 contract(s) at a $220.00 strike. The total cost received by the writing party (or parties) was $27.4K, with a price of $704.0 per contract. There were 27373 open contracts at this strike prior to today, and today 2891 contract(s) were bought and sold. 
• Regarding AVGO (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), we observe a put option sweep with bearish sentiment. It expires in 1 day(s) on July 25, 2025. Parties traded 150 contract(s) at a $290.00 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 $41.6K, with a price of $278.0 per contract. There were 767 open contracts at this strike prior to today, and today 1694 contract(s) were bought and sold. 
• For MARA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MARA#NASDAQ">MARA</a>), we notice a call option sweep that happens to be bullish, expiring in 22 day(s) on August 15, 2025. This event was a transfer of 200 contract(s) at a $17.50 strike. This particular call needed to be split into 8 different trades to become filled. The total cost received by the writing party (or parties) was $25.9K, with a price of $129.0 per contract. There were 1012 open contracts at this strike prior to today, and today 836 contract(s) were bought and sold. 
• Regarding CRWV (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>), we observe a put option trade with bullish sentiment. It expires in 1 day(s) on July 25, 2025. Parties traded 100 contract(s) at a $124.00 strike. The total cost received by the writing party (or parties) was $44.0K, with a price of $440.0 per contract. There were 850 open contracts at this strike prior to today, and today 703 contract(s) were bought and sold. 
• For SMCI (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>), we notice a call option trade that happens to be neutral, expiring in 22 day(s) on August 15, 2025. This event was a transfer of 50 contract(s) at a $50.00 strike. The total cost received by the writing party (or parties) was $28.0K, with a price of $560.0 per contract. There were 21112 open contracts at this strike prior to today, and today 589 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.

AVGO

BMNR

SMCI

Nebius Group NV (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NBIS#NASDAQ">NBIS</a>) might be the most underappreciated player in<a href="https://www.benzinga.com/topic/artificial-intelligence"> AI infrastructure today</a>. At a $12 billion market cap, it's trading like a mid-cap growth story.
<h2 class="wp-block-heading">Billions In Plain Sight — Still Ignored</h2>
But a closer look by Ng Investing <a href="https://x.com/ng_investing/status/1947720297395974286">on</a> X revealed the company is sitting on $3.7 to $5.7 billion worth of subsidiaries — hidden in plain sight, yet not fully priced in by the market.
Take ClickHouse: Nebius owns 28% of the open-source database firm, last valued at $6 billion. That alone is worth $1.68 billion. 
Add Jeff Bezos-backed Toloka, estimated at $1–2 billion, and autonomous vehicle platform Avride, also pegged at $1–2 billion, and Nebius's partial stakes in these companies amount to a massive chunk of its market cap.
Read Also: <a href="https://www.benzinga.com/markets/tech/25/07/46399600/nebius-emerges-as-neutral-ai-cloud-alternative-deepens-ties-with-nvidia-openai-microsoft-analyst">Nebius Emerges As Neutral AI Cloud Alternative, Deepens Ties With Nvidia, OpenAI, Microsoft: Analyst</a>
<h2 class="wp-block-heading">What You're Really Paying For</h2>
Strip out the subsidiary value, and investors are effectively getting Nebius's core AI infrastructure business for just $7–9 billion. That business, per management&#8217;s latest guidance, is expected to generate $750 million to $1 billion in annual recurring revenue by the end of 2025 — growing at triple-digit rates.
At 7x–9x forward ARR, Nebius is trading well below the multiples assigned to other AI players.
Compare that to CoreWeave Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>), which is burning over $1 billion per quarter and saddled with $7.5 billion in debt — yet still commanding attention and valuation multiples that ignore risk.
Nebius, by contrast, is debt-free, diversified, and sitting on monetizable assets.
<h2 class="wp-block-heading">Wall Street Might Be Looking The Other Way</h2>
The market continues to reward risky, debt-heavy AI bets while missing what's right in front of it: a fast-growing, asset-rich company quietly trading at a discount. While CoreWeave stock is up 216.48% year-to-date, Nebius has gained 68.27% over the same period.
If Wall Street keeps overlooking the $5 billion sitting inside Nebius's portfolio, it may be handing savvy investors a rare shot at buying core AI growth with a multi-billion-dollar bonus built in.
This isn't just a conglomerate discount — it's a visibility issue hiding in plain sight.
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/trading-ideas/long-ideas/25/07/46251674/the-inverse-cramer-ai-play-how-nebius-combines-tesla-vibes-with-nvidia-muscle">The Inverse Cramer AI Play: How Nebius Combines Tesla Vibes With Nvidia Muscle</a></li>
</ul>
Photo: Shutterstock

Half Of Nebius' Value Is Hiding In Plain Sight — And Wall Street's Missing It

CoreWeave, Inc. (Nasdaq: CRWV) ("CoreWeave") announced today that it priced a private offering of $1,750 million aggregate principal amount of 9.000% senior notes due 2031 (the "Notes"), which represents a $250 million increase from the previously announced size of the offering. The Notes will have a maturity date of February 1, 2031. The closing of the offering of the Notes is expected to occur on July 25, 2025, subject to customary closing conditions. The Notes will be issued at par and guaranteed on a senior unsecured basis by certain wholly-owned subsidiaries of CoreWeave.
CoreWeave intends to use the proceeds from the offering of the Notes for general corporate purposes, including, without limitation, repayment of outstanding indebtedness, and to pay fees, costs and expenses in connection with the offering of the Notes.

Offerings

CoreWeave Announces Today That It Priced A Private Offering Of $1,.75B Aggregate Principal Amount Of 9.000% Senior Notes Due 2031

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>07/25/25</td>
<td>$172.50</td>
<td>$63.4K</td>
<td>28.5K</td>
<td>71.3K</td>
</tr>
<tr>
<td>AMD</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/25/25</td>
<td>$160.00</td>
<td>$25.4K</td>
<td>19.5K</td>
<td>42.3K</td>
</tr>
<tr>
<td>INTC</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$26.00</td>
<td>$39.2K</td>
<td>24.0K</td>
<td>2.9K</td>
</tr>
<tr>
<td>MSFT</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/16/26</td>
<td>$575.00</td>
<td>$1.6 million</td>
<td>417</td>
<td>1.5K</td>
</tr>
<tr>
<td>U</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>11/21/25</td>
<td>$25.00</td>
<td>$38.3K</td>
<td>3.7K</td>
<td>1.4K</td>
</tr>
<tr>
<td>MCHP</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>07/25/25</td>
<td>$72.00</td>
<td>$66.0K</td>
<td>75</td>
<td>1.2K</td>
</tr>
<tr>
<td>CRWV</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>09/19/25</td>
<td>$160.00</td>
<td>$27.8K</td>
<td>6.7K</td>
<td>1.1K</td>
</tr>
<tr>
<td>CLSK</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$18.00</td>
<td>$50.0K</td>
<td>2.4K</td>
<td>1.0K</td>
</tr>
<tr>
<td>CVLT</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$160.00</td>
<td>$28.7K</td>
<td>149</td>
<td>1.0K</td>
</tr>
<tr>
<td>QUBT</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$19.00</td>
<td>$28.5K</td>
<td>2.2K</td>
<td>793</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• For NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we notice a call option sweep that happens to be bullish, expiring in 4 day(s) on July 25, 2025. This event was a transfer of 247 contract(s) at a $172.50 strike. This particular call needed to be split into 7 different trades to become filled. The total cost received by the writing party (or parties) was $63.4K, with a price of $257.0 per contract. There were 28536 open contracts at this strike prior to today, and today 71326 contract(s) were bought and sold. 
• For AMD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), we notice a call option sweep that happens to be bearish, expiring in 4 day(s) on July 25, 2025. This event was a transfer of 100 contract(s) at a $160.00 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 $25.4K, with a price of $254.0 per contract. There were 19512 open contracts at this strike prior to today, and today 42314 contract(s) were bought and sold. 
• For INTC (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), we notice a call option sweep that happens to be bullish, expiring in 25 day(s) on August 15, 2025. This event was a transfer of 800 contract(s) at a $26.00 strike. This particular call needed to be split into 26 different trades to become filled. The total cost received by the writing party (or parties) was $39.2K, with a price of $49.0 per contract. There were 24050 open contracts at this strike prior to today, and today 2990 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 179 day(s) on January 16, 2026. Parties traded 1500 contract(s) at a $575.00 strike. The total cost received by the writing party (or parties) was $1.6 million, with a price of $1072.0 per contract. There were 417 open contracts at this strike prior to today, and today 1502 contract(s) were bought and sold. 
• For U (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/U#NYSE">U</a>), we notice a call option sweep that happens to be bearish, expiring in 123 day(s) on November 21, 2025. This event was a transfer of 30 contract(s) at a $25.00 strike. This particular call needed to be split into 4 different trades to become filled. The total cost received by the writing party (or parties) was $38.3K, with a price of $1278.0 per contract. There were 3794 open contracts at this strike prior to today, and today 1490 contract(s) were bought and sold. 
• For MCHP (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MCHP#NASDAQ">MCHP</a>), we notice a call option sweep that happens to be bullish, expiring in 4 day(s) on July 25, 2025. This event was a transfer of 200 contract(s) at a $72.00 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 $66.0K, with a price of $330.0 per contract. There were 75 open contracts at this strike prior to today, and today 1296 contract(s) were bought and sold. 
• Regarding CRWV (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>), we observe a call option trade with neutral sentiment. It expires in 60 day(s) on September 19, 2025. Parties traded 65 contract(s) at a $160.00 strike. The total cost received by the writing party (or parties) was $27.8K, with a price of $428.0 per contract. There were 6708 open contracts at this strike prior to today, and today 1151 contract(s) were bought and sold. 
• For CLSK (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CLSK#NASDAQ">CLSK</a>), we notice a call option sweep that happens to be bearish, expiring in 60 day(s) on September 19, 2025. This event was a transfer of 1000 contract(s) at a $18.00 strike. This particular call needed to be split into 19 different trades to become filled. The total cost received by the writing party (or parties) was $50.0K, with a price of $50.0 per contract. There were 2411 open contracts at this strike prior to today, and today 1064 contract(s) were bought and sold. 
• For CVLT (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CVLT#NASDAQ">CVLT</a>), we notice a put option trade that happens to be bearish, expiring in 25 day(s) on August 15, 2025. This event was a transfer of 41 contract(s) at a $160.00 strike. The total cost received by the writing party (or parties) was $28.7K, with a price of $700.0 per contract. There were 149 open contracts at this strike prior to today, and today 1048 contract(s) were bought and sold. 
• Regarding QUBT (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QUBT#NASDAQ">QUBT</a>), we observe a call option sweep with bearish sentiment. It expires in 25 day(s) on August 15, 2025. Parties traded 136 contract(s) at a $19.00 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 $28.5K, with a price of $210.0 per contract. There were 2277 open contracts at this strike prior to today, and today 793 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.

CLSK

CVLT

MCHP

QUBT

CoreWeave (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>) shares are trading higher on Monday following the <a href="https://www.benzinga.com/pressreleases/25/07/b46515173/coreweave-announces-intention-to-offer-1-500-million-of-senior-notes">company&#8217;s announcement</a> of a private offering for $1.5 billion in senior notes due 2031. 
These notes, which will be guaranteed on a senior unsecured basis by certain wholly-owned subsidiaries, are intended to fund general corporate purposes, including the repayment of outstanding debt and associated offering expenses. 
This news comes as Barclays analyst Raimo Lenschow <a href="https://www.benzinga.com/quote/CRWV/analyst-ratings">maintained</a> an Equal-Weight rating on the stock, while raising the price forecast from $100 to $140.
Also Read: <a href="https://www.benzinga.com/markets/tech/25/07/46423337/coreweave-6-billion-ai-bet-boosts-core-scientific-9-billion-deal" target="_blank" rel="noreferrer noopener">CoreWeave&#8217;s $6 Billion AI Bet Boosts Core Scientific Shares Ahead Of $9 Billion Merger Deal</a>
This positive movement in CoreWeave&#8217;s stock contrasts with a <a href="https://www.benzinga.com/trading-ideas/movers/25/07/46503455/coreweave-shares-slide-after-hsbc-initiates-coverage-with-bearish-outlook">recent Reduce rating</a> initiated by HSBC analyst Abhishek Shukla last week, who set a $32 price forecast. 
Shukla&#8217;s concerns centered on CoreWeave&#8217;s significant reliance on a few key clients, namely Microsoft (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), OpenAI, and Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), who primarily utilize CoreWeave&#8217;s core GPU infrastructure rather than its software services.
Shukla argued that this concentrated customer base introduces vulnerability to CoreWeave&#8217;s business model and could limit its ability to retain clients. 
He highlighted that Microsoft alone contributed 72% of CoreWeave&#8217;s first-quarter 2025 revenue, with Microsoft and OpenAI combined accounting for the bulk of its backlog. 
HSBC also cautioned that the stock appeared overvalued, especially after experiencing a surge of over 240% since its public debut in March 2025.
Despite this recent analyst caution, CoreWeave stock has seen a substantial gain of 264% in the last three months. However, it has also experienced a decline of over 26% in the past 30 days. 
Price Action:&nbsp;CoreWeave stock is trading higher by 4.38% to $128.41 at last check Monday.
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Image via Shutterstock

CoreWeave Stock Is Soaring Monday: What's Going On?

CoreWeave shares are trading higher after Barclays maintained an Equal-Weight rating on the stock and raised its price target from $100 to $140.

Barclays analyst Raimo Lenschow maintains CoreWeave (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>) with a Equal-Weight and raises the price target from $100 to $140.

Barclays Maintains Equal-Weight on CoreWeave, Raises Price Target to $140

CoreWeave, Inc. (Nasdaq: CRWV) ("CoreWeave") announced today that it intends, subject to market and other customary conditions, to offer $1,500 million aggregate principal amount of senior notes due 2031 (the "Notes") in a private offering. The Notes will be guaranteed on a senior unsecured basis by certain wholly-owned subsidiaries of CoreWeave.
CoreWeave intends to use the proceeds from the offering of the Notes for general corporate purposes, including, without limitation, repayment of outstanding indebtedness, and to pay fees, costs and expenses in connection with the offering of the Notes.

CoreWeave Plans $1.5B Private Debt Offering to Refinance Debt and Fund Corporate Growth

CoreWeave Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>) shares are trading lower Friday, possibly amid ongoing pressure following a bearish initiation report from HSBC on Friday.
What To Know: The decline follows HSBC&#8217;s recent initiation of coverage on CoreWeave with a Reduce rating and a price target of $32, signaling an expected downside of more than 70% from the previous closing price.
HSBC analyst Abhishek Shukla expressed concerns about CoreWeave's reliance on a limited customer base, which the firm believes weakens the company's business model. <a href="https://www.cnbc.com/2025/07/17/hsbc-says-coreweave-shares-will-drop-more-than-70percent-on-concerns-about-customer-base.html">According to CNBC</a> a significant portion of CoreWeave's revenue is concentrated among a few clients, most notably Microsoft, OpenAI and Nvidia. These customers reportedly do not utilize CoreWeave's software services, which the analyst argues undermines the company&#8217;s value proposition and limits customer retention advantages.
Shukla noted that in the first quarter of 2025, Microsoft accounted for 72% of CoreWeave's revenue, with Microsoft and OpenAI together making up the majority of the company's backlog. HSBC also warned that the stock appears overvalued after its rapid rise of more than 240% since its public debut in March 2025.
CRWV Price Action: CoreWeave shares were down 7.37% at $122.46 at the time of writing, according to<a href="https://pro.benzinga.com/dashboard?new_user=False&amp;backend=google-oauth2"> Benzinga pro.</a>
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Image Via Shutterstock.

CoreWeave Shares Slide After HSBC Initiates Coverage With Bearish Outlook

Northland Capital Markets maintains CoreWeave (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>) with a Outperform and raises the price target from $85 to $165.

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