Cisco Systems Option Alert: Sep 19 $57.5 Calls at the Bid: 5000 vs 12320 OI; Earnings 5/14 After Close [est] 

Cisco Systems Option Alert: Sep 19 $57.5 Calls at the Bid: 5000 @ $6.15 vs 12320 OI; Earnings 5/14 After Close [est] Ref=$61.01

Cisco Systems (NASDAQ:CSCO) Bolsa

CISCO SYSTEMS INC

Cisco Systems

Cisco Systems is the largest provider of networking equipment in the world and one of the largest software companies in the world. Its largest businesses are selling networking hardware and software (where it has leading market shares) and cybersecurity software such as firewalls. It also has collaboration products, like its Webex suite, and observability tools. It primarily outsources its manufacturing to third parties and has a large sales and marketing staff—25,000 strong across 90 countries. Overall, Cisco employs 80,000 people and sells its products globally.

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Cisco Systems Inc

Benzinga's options scanner has just identified more than 16 option transactions on Cisco Systems (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>), with a cumulative value of $621,387. Concurrently, our algorithms picked up 2 puts, worth a total of 69,538.
<h3>Expected Price Movements</h3>
Analyzing the Volume and Open Interest in these contracts, it seems that the big players have been eyeing a price window from $45.0 to $65.0 for Cisco Systems during the past quarter. 
<h3>Volume &amp; Open Interest Development</h3>
In terms of liquidity and interest, the mean open interest for Cisco Systems options trades today is 2917.0 with a total volume of 19,070.00.
In the following chart, we are able to follow the development of volume and open interest of call and put options for Cisco Systems's big money trades within a strike price range of $45.0 to $65.0 over the last 30 days.
<h3>Cisco Systems Option Volume And Open Interest Over Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1743012988_0.png" alt="Options Call Chart" />
<h3>Noteworthy Options Activity:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>CSCO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/28/25</td>
<td>$0.93</td>
<td>$0.87</td>
<td>$0.93</td>
<td>$61.00</td>
<td>$87.4K</td>
<td>3.3K</td>
<td>2.0K</td>
</tr>
<tr>
<td>CSCO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/28/25</td>
<td>$0.98</td>
<td>$0.92</td>
<td>$0.98</td>
<td>$61.00</td>
<td>$67.4K</td>
<td>3.3K</td>
<td>2.7K</td>
</tr>
<tr>
<td>CSCO</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$9.65</td>
<td>$9.6</td>
<td>$9.65</td>
<td>$52.50</td>
<td>$55.0K</td>
<td>3.6K</td>
<td>70</td>
</tr>
<tr>
<td>CSCO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$5.35</td>
<td>$5.2</td>
<td>$5.32</td>
<td>$57.50</td>
<td>$53.2K</td>
<td>4.3K</td>
<td>102</td>
</tr>
<tr>
<td>CSCO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/28/25</td>
<td>$1.01</td>
<td>$1.0</td>
<td>$1.0</td>
<td>$61.00</td>
<td>$50.7K</td>
<td>3.3K</td>
<td>3.2K</td>
</tr>
</tbody>
</table>

<h3>About Cisco Systems</h3>
Cisco Systems is the largest provider of networking equipment in the world and one of the largest software companies in the world. Its largest businesses are selling networking hardware and software (where it has leading market shares) and cybersecurity software such as firewalls. It also has collaboration products, like its Webex suite, and observability tools. It primarily outsources its manufacturing to third parties and has a large sales and marketing staff—25,000 strong across 90 countries. Overall, Cisco employs 80,000 people and sells its products globally.
Following our analysis of the options activities associated with Cisco Systems, we pivot to a closer look at the company's own performance.
<h3>Cisco Systems's Current Market Status</h3>
<ul>
<li>Trading volume stands at 10,639,027, with CSCO's price up by 1.07%, positioned at $61.64.</li>
<li>RSI indicators show the stock to be is currently neutral between overbought and oversold.</li>
<li>Earnings announcement expected in 49 days.</li>
</ul>
<h3>What The Experts Say On Cisco Systems</h3>
Over the past month, 1 industry analysts have shared their insights on this stock, proposing an average target price of $73.0.
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; An analyst from Citigroup has decided to maintain their Buy rating on Cisco Systems, which currently sits at a price target of $73. 
Options trading presents higher risks and potential rewards. Astute traders manage these risks by continually educating themselves, adapting their strategies, monitoring multiple indicators, and keeping a close eye on market movements. Stay informed about the latest Cisco Systems options trades with real-time alerts from <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>.

Options

Cisco Systems Unusual Options Activity

Oracle Cloud&nbsp;is suspected to have suffered a significant cyberattack, leading to the theft of 6 million records. These records are reportedly being sold by a hacker. Oracle, however, has firmly denied any such breach.
What Happened:&nbsp;A hacker going by the pseudonym "rose87168" is purportedly selling 6 million records stolen from Oracle&#8217;s systems. This claim was initially brought to light by a cybersecurity firm,&nbsp;CloudSEK, based out of India&#8217;s Bengaluru. The firm also called it the &#8216;Biggest supply chain attack of 2025&#8217;
Oracle has staunchly refuted these allegations, and <a href="https://www.bleepingcomputer.com/news/security/oracle-denies-data-breach-after-hacker-claims-theft-of-6-million-data-records/">told</a> the Bleeping Computer that none of its Cloud customers have been affected and that the leaked credentials do not pertain to Oracle Cloud.
Despite Oracle&#8217;s denial, cybersecurity experts advise businesses using Oracle services to implement preventive measures to safeguard their sensitive data. As per CloudSEK&#8217;s report, this could potentially be the largest supply chain hack of 2025, targeting Oracle Cloud and&nbsp;impacting more than 140,000 tenants across&nbsp;various sectors and regions. 
The breach was reportedly linked to the login endpoint login.(region-name).oraclecloud.com, exposing a dataset that included Java KeyStore (JKS) files, encrypted SSO passwords, key files, and Enterprise Manager JPS keys.
Since January 2025, the hacker has been selling sensitive data, attempting to decrypt stolen credentials, and extorting companies for data deletion fees. As perCloudSEK, the hacker also created an X page to broaden their reach by following Oracle-related accounts and tracking their targets.
SEE ALSO: <a href="https://www.benzinga.com/markets/equities/25/03/44452531/nvidia-chip-flows-under-scrutiny-as-malaysia-moves-to-tighten-regulations-amid-us-export-controls-on-china">Nvidia Chip Flows Under Scrutiny As Malaysia Moves To Tighten Regulations Amid US Export Controls On China</a>
Why It Matters: The reported exposure of 6 million records presents major risks for organizations, including large-scale data breaches, corporate espionage and unauthorized access. Decrypted SSO and LDAP passwords could allow attackers to infiltrate Oracle Cloud environments and exploit supply chain vulnerabilities by targeting interconnected systems.
Businesses face high stakes as the hacker "rose87168" pressures over 140,000 tenants with extortion demands, using an X page to amplify threats and target Oracle-related accounts. This incident follows a trend of<a href="https://www.benzinga.com/25/02/43692893/chinese-hacker-group-salt-typhoon-expands-global-telecom-exploits-targets-cisco-routers"> increased cyberattacks</a>, such as the exploits by the Chinese hacker group, Salt Typhoon on Cisco (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>). 
Oracle holds a momentum rating of 65.86% and a growth rating of 62.87%, according to&nbsp;<a href="https://www.benzinga.com/report/ORCL" target="_blank" rel="noreferrer noopener">Benzinga&#8217;s Proprietary Edge Rankings</a>. The Benzinga Growth metric evaluates a stock's historical earnings and revenue expansion across multiple timeframes, prioritizing both long-term trends and recent performance. For an in-depth report on more stocks and insights into growth opportunities,&nbsp;<a href="https://www.benzinga.com/screener/top-momentum-stocks" target="_blank" rel="noreferrer noopener">sign</a>&nbsp;<a href="https://www.benzinga.com/screener/top-momentum-stocks" target="_blank" rel="noreferrer noopener">up for Benzinga Edge.</a>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="446" height="280" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/24054609/image-214.png" alt="" class="wp-image-838024" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/24054609/image-214.png 446w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/24054609/image-214-300x188.png 300w" sizes="(max-width: 446px) 100vw, 446px" /></figure>
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<li>READ MORE: <a href="https://www.benzinga.com/news/25/03/44450807/zuckerberg-says-2025-will-be-the-year-an-ai-assistant-hits-1-billion-users-and-he-wants-it-to-be-meta-ai">Zuckerberg Says 2025 Will Be The Year An AI Assistant Hits 1 Billion Users—And He Wants It To Be Meta AI</a></li>
</ul>
Image via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

General

Oracle Denies Massive Data Theft As Hacker Allegedly Sells 6M Records

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders often look for circumstances when the market estimation of an option diverges away from its normal worth. Abnormal amounts of trading activity could push option prices to hyperbolic or underperforming levels. 
Below are some instances of options activity happening in the Information Technology sector: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>NVDA</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/21/25</td>
<td>$118.00</td>
<td>$29.0K</td>
<td>97.0K</td>
<td>37.5K</td>
</tr>
<tr>
<td>CSCO</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/21/25</td>
<td>$60.00</td>
<td>$38.2K</td>
<td>17.4K</td>
<td>6.8K</td>
</tr>
<tr>
<td>SMCI</td>
<td>CALL</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>03/28/25</td>
<td>$42.00</td>
<td>$91.8K</td>
<td>17.9K</td>
<td>6.0K</td>
</tr>
<tr>
<td>ZS</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>05/16/25</td>
<td>$185.00</td>
<td>$1.2 million</td>
<td>392</td>
<td>3.0K</td>
</tr>
<tr>
<td>AAPL</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$210.00</td>
<td>$29.3K</td>
<td>34.2K</td>
<td>2.7K</td>
</tr>
<tr>
<td>MSTR</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/28/25</td>
<td>$280.00</td>
<td>$58.5K</td>
<td>2.1K</td>
<td>1.7K</td>
</tr>
<tr>
<td>CLS</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>04/17/25</td>
<td>$97.50</td>
<td>$63.0K</td>
<td>651</td>
<td>603</td>
</tr>
<tr>
<td>APP</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/28/25</td>
<td>$310.00</td>
<td>$50.9K</td>
<td>2.0K</td>
<td>523</td>
</tr>
<tr>
<td>JKS</td>
<td>PUT</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>09/19/25</td>
<td>$22.50</td>
<td>$156.0K</td>
<td>0</td>
<td>400</td>
</tr>
<tr>
<td>IONQ</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>03/21/25</td>
<td>$25.00</td>
<td>$31.1K</td>
<td>1.9K</td>
<td>372</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 put option sweep that happens to be bullish, is expiring today. Parties traded 255 contract(s) at a $118.00 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 $29.0K, with a price of $114.0 per contract. There were 97048 open contracts at this strike prior to today, and today 37539 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 put option sweep that happens to be bullish, is expiring today. Parties traded 1418 contract(s) at a $60.00 strike. This particular put needed to be split into 18 different trades to become filled. The total cost received by the writing party (or parties) was $38.2K, with a price of $27.0 per contract. There were 17403 open contracts at this strike prior to today, and today 6889 contract(s) were bought and sold. 
• For SMCI (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>), we notice a call option sweep that happens to be neutral, expiring in 7 day(s) on March 28, 2025. This event was a transfer of 473 contract(s) at a $42.00 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 $91.8K, with a price of $194.0 per contract. There were 17922 open contracts at this strike prior to today, and today 6051 contract(s) were bought and sold. 
• Regarding ZS (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ZS#NASDAQ">ZS</a>), we observe a put option trade with bullish sentiment. It expires in 56 day(s) on May 16, 2025. Parties traded 2775 contract(s) at a $185.00 strike. The total cost received by the writing party (or parties) was $1.2 million, with a price of $435.0 per contract. There were 392 open contracts at this strike prior to today, and today 3025 contract(s) were bought and sold. 
• For AAPL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), we notice a put option sweep that happens to be bearish, expiring in 91 day(s) on June 20, 2025. This event was a transfer of 33 contract(s) at a $210.00 strike. This particular put needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $29.3K, with a price of $890.0 per contract. There were 34243 open contracts at this strike prior to today, and today 2760 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 7 day(s) on March 28, 2025. This event was a transfer of 100 contract(s) at a $280.00 strike. This particular put needed to be split into 9 different trades to become filled. The total cost received by the writing party (or parties) was $58.5K, with a price of $585.0 per contract. There were 2161 open contracts at this strike prior to today, and today 1761 contract(s) were bought and sold. 
• For CLS (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CLS#NYSE">CLS</a>), we notice a call option trade that happens to be neutral, expiring in 27 day(s) on April 17, 2025. This event was a transfer of 100 contract(s) at a $97.50 strike. The total cost received by the writing party (or parties) was $63.0K, with a price of $630.0 per contract. There were 651 open contracts at this strike prior to today, and today 603 contract(s) were bought and sold. 
• Regarding APP (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APP#NASDAQ">APP</a>), we observe a call option sweep with bullish sentiment. It expires in 7 day(s) on March 28, 2025. Parties traded 49 contract(s) at a $310.00 strike. This particular call needed to be split into 11 different trades to become filled. The total cost received by the writing party (or parties) was $50.9K, with a price of $1040.0 per contract. There were 2010 open contracts at this strike prior to today, and today 523 contract(s) were bought and sold. 
• Regarding JKS (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JKS#NYSE">JKS</a>), we observe a put option trade with neutral sentiment. It expires in 182 day(s) on September 19, 2025. Parties traded 400 contract(s) at a $22.50 strike. The total cost received by the writing party (or parties) was $156.0K, with a price of $390.0 per contract. There were 0 open contracts at this strike prior to today, and today 400 contract(s) were bought and sold. 
• For IONQ (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IONQ#NYSE">IONQ</a>), we notice a put option trade that happens to be bearish, is expiring today. Parties traded 100 contract(s) at a $25.00 strike. The total cost received by the writing party (or parties) was $31.1K, with a price of $311.0 per contract. There were 1955 open contracts at this strike prior to today, and today 372 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more about unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

AAPL

IONQ

MSTR

SMCI

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

NVIDIA Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) CEO Jensen Huang and Cisco Systems Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>) CEO Chuck Robbins described unprecedented global enthusiasm for artificial intelligence development, with national leaders recognizing AI as a strategic priority.
What Happened: &#8220;In no initiative and no foundational technology that I&#8217;ve ever known since the internet has the world and the leaders realized the importance of artificial intelligence to them,&#8221; Huang said, in an <a href="https://www.cnbc.com/2025/03/20/nvidia-ceo-and-cisco-ceo-discuss-the-global-outlook-on-the-ai-arms-race.html">interview</a> with CNBC. 
Robbins expressed confidence in the President Donald Trump administration&#8217;s commitment to maintaining American AI dominance despite concerns about potential tariff impacts on semiconductor imports. 
&#8220;Based on the conversations I&#8217;ve had with the administration&#8230;they want to protect that lead, and they want us to win,&#8221; Robbins said. &#8220;I believe that their policies that they&#8217;re going to implement will ensure that happens.&#8221;
The comments come amid intensifying U.S.-China competition in AI development. The Trump administration recently backed &#8220;Stargate,&#8221; a $500 billion private-sector initiative involving OpenAI, SoftBank, and Oracle Corp. to build massive data centers in Texas, while simultaneously facing competition from Chinese firms like DeepSeek that are making technological advances despite U.S. export <a href="https://in.benzinga.com/startups/25/02/43420092/as-easy-as-it-can-be-trump-promises-ai-giants-support-with-500b-investment-plan-how-does-it-compare-with-deepseek">controls on advanced semiconductors</a>.
See Also: <a href="https://www.benzinga.com/tech/25/03/44429586/elon-musk-says-hang-on-to-your-stock-in-surprise-late-evening-tesla-all-hands-meeting-touts-7-million-evs-optimus-robot-and-ai-supercomputer-dojo">Elon Musk Says &#8216;Hang On To Your Stock&#8217; In Surprise Late-Evening Tesla All-Hands Meeting — Touts 7 Million EVs, Optimus Robot, And AI Supercomputer Dojo</a>
Why It Matters: The administration is also reviewing AI regulatory approaches following <a href="https://in.benzinga.com/markets/25/03/44300525/sam-altmans-openai-urges-trump-administration-for-rapid-ai-advancement-and-reduced-regulation">proposals from companies like OpenAI</a>, which has urged reduced regulation and highlighted potential threats from Chinese AI technology. High-level meetings between tech executives and Trump have included Michael Dell of Dell Technologies Inc., which projects its <a href="https://in.benzinga.com/25/03/44269039/michael-dell-joins-trump-elon-musk-for-high-stakes-ai-talks-as-dell-eyes-15-billion-in-server-business">AI server business</a> to reach $15 billion in fiscal year 2026.
Cisco and Nvidia announced a partnership to deliver AI technology to enterprises with new infrastructure. According to Huang, AI has &#8220;reinvented the entire computing stack&#8221; and requires a complete overhaul of enterprise systems. &#8220;We need to go and rerack the whole world&#8217;s companies,&#8221; Huang said.
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Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Nvidia CEO Jensen Huang, Cisco's Chuck Robbins Tout AI's Global Impact: Trump 'Want Us To Win'

The future of telecommunications is now and investors are paying attention. With NVIDIA&#8217;s recent foray into AI-native 6G networks, the world is changing fast and there are huge opportunities for <a href="https://www.benzinga.com/etfs">telecom, AI, and semiconductor ETFs</a>.
Defiance ETFs CEO Sylvia Jablonski thinks this revolution is only just starting. &#8220;Telecom companies that want to stay competitive will need to invest in AI-powered networks, partner with AI tech leaders and upgrade to cutting-edge semiconductor technology. That's exactly why we built the Defiance Connective Technologies ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SIXG#NASDAQ">SIXG</a>) to capture this AI-driven telecom revolution,&#8221; she told Benzinga.
Nvidia Corp.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) new <a href="https://nvidianews.nvidia.com/news/nvidia-and-telecom-industry-leaders-to-develop-ai-native-wireless-networks-for-6g">deals </a>with T-Mobile Us Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TMUS#NASDAQ">TMUS</a>), MITRE, Cisco Systems Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>), ODC, and Booz Allen Hamilton Holding Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAH#NYSE">BAH</a>) that were announced in the GTC 2025 are a significant step forward in AI-powered telecommunications. Nvidia is taking the lead in the deployment of AI in wireless network hardware, software and infrastructure, paving the way for new-gen connectivity.
For investors, this transition offers attractive opportunities. The need for AI-driven networking chips, cloud computing infrastructure, telecom software and cybersecurity is likely going to boom. Broadcom Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), Marvell Technology Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>), Qualcomm Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>), Amazon.com Inc.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) AWS, Alphabet Inc.&#8217;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 Cloud, Oracle Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NASDAQ">ORCL</a>), Cisco Systems, Ericsson and Nokia Oyj (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOK#NYSE">NOK</a>) are likely to gain. Naturally, ETFs holding stocks of these companies are seeing an upside potential, too.
Also Read: <a href="https://www.benzinga.com/25/03/44418376/is-nvidia-sitting-on-the-ai-goldmine-no-one-sees-yet">Is Nvidia Sitting On The AI Goldmine No One Sees Yet?</a>
<h1 class="wp-block-heading">ETFs That Stand To Gain</h1>
Jablonski points out that ETFs such as Defiance Connective Technologies provide exposure to these leaders, enabling investors to be part of the revolution in telecom networks.
Outside of that ETF, a number of other ETFs stand to gain from Nvidia&#8217;s and the telecom sector&#8217;s AI-led transformation:
• Global X Artificial Intelligence &amp; Technology ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AIQ#NASDAQ">AIQ</a>) targets AI-led innovation across sectors, such as cloud computing and telecommunications. 
• VanEck Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMH#NASDAQ">SMH</a>) contains top semiconductor players such as Nvidia, Broadcom and Qualcomm that form the backbone of AI-driven networking. 
• iShares U.S. Telecommunications ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/IYZ#BATS">IYZ</a>) offers exposure to large telecom companies such as Verizon Communications Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VZ#NYSE">VZ</a>) and T-Mobile. 
• ARK Autonomous Technology &amp; Robotics ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/ARKQ#BATS">ARKQ</a>) contains firms utilizing AI-based connectivity for automation and future mobility. 
• First Trust Nasdaq Cybersecurity ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CIBR#NASDAQ">CIBR</a>) also covers cybersecurity companies such as Palo Alto Networks Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>) and CrowdStrike Holdings Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWD#NASDAQ">CRWD</a>), which will be instrumental in protecting <a href="https://www.crowdstrike.com/platform/">AI-native</a> 6G <a href="https://www.paloaltonetworks.com/blog/2024/11/a-security-first-approach-to-6g/#:~:text=Next%20Steps,development%20and%20deployment%20of%206G.">networks</a>.
The actual impact of AI-enabled 6G is much greater than the telecommunications sector. From health and finance to manufacturing and self-driving cars, AI-enhanced networks will bring efficiency, security and performance to many different industries. 
Jablonski noted, &#8220;AI-integrated telecom networks will boost productivity and connectivity across several industries: healthcare – enabling remote surgeries, real-time diagnostics and telemedicine; finance, strengthening cybersecurity for transactions and real-time market analysis; manufacturing, enhancing automation and predictive maintenance and autonomous vehicles, powering AI-native Vehicle-to-Everything (V2X) communication.&#8221;
The financial benefit won&#8217;t directly touch consumers&#8217; wallets. &#8220;In the short term, telecom companies will likely use AI-driven efficiency to increase their profits as they recover infrastructure investment costs. Over time, as AI optimizes network operations, consumers could see more competitive pricing and improved services — similar to how cloud services have evolved.&#8221; 
In the long run, with AI optimizing network operations, customers may experience more competitive rates and better services.
But, AI-driven networks may create a divide between telecom and tech giants. &#8220;Companies like AWS, Google Cloud and Microsoft Azure are expanding into telecom with AI-driven cloud services. Traditional telecom providers that fail to adapt may struggle to compete with these tech-driven companies,&#8221; she noted.
Nvidia&#8217;s AI-native 6G project is a game-changer and the investment environment is changing rapidly. With partnerships that range from telecom behemoths to cloud and cybersecurity companies, the argument for ETFs such as Defiance Connective Technologies ETF and Defiance Quantum ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QTUM#NASDAQ">QTUM</a>) has never been more compelling. As AI-powered networks redefine connectivity, investors can seize the opportunity to ride the future of telecommunications technology.
Read Next: • <a href="https://www.benzinga.com/25/03/44406384/alphabets-mega-cybersecurity-bet-3-etfs-poised-for-a-jackpot">Alphabet Bets Big On Cybersecurity: 3 ETFs Poised For A Jackpot</a>
Photo: Shutterstock

Specialty ETFs

Exclusives

ARKQ

AVGO

GOOG

GOOGL

iShares Dow Jones US Telecommunications Sector Index Fund

MRVL

QCOM

QTUM

SIXG

TMUS

EXCLUSIVE: Why Defiance ETF CEO Sees Big Gains Ahead During Nvidia's 6G Revolution

NVIDIA today unveiled partnerships with industry leaders T-Mobile, MITRE, Cisco, ODC, a portfolio company of Cerberus Capital Management, and Booz Allen Hamilton on the research and development of AI-native wireless network hardware, software and architecture for 6G.
Next-generation wireless networks must be fundamentally integrated with AI to seamlessly connect hundreds of billions of phones, sensors, cameras, robots and autonomous vehicles. AI-native wireless networks will provide enhanced services for billions of users and set new standards in spectral efficiency — the rate at which data can be transmitted over a given bandwidth. They will also offer groundbreaking performance and resource utilization while creating new revenue streams for telecommunications companies.

NVIDIA And Telecom Industry Leaders To Develop AI-Native Wireless Networks For 6G

Cisco Systems, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>) is preparing to introduce new <a href="https://www.benzinga.com/topic/artificial-intelligence">artificial intelligence-powered solutions</a>.
What Happened: The company is rolling out updates. The goal is to improve workflows in AI Assistant for Webex Suite and simplify employee interactions with Webex Calling Customer Assist and AirPlay on Cisco Devices for Microsoft Teams Rooms.
With updates to the Cisco AI Assistant for Webex Contact Center and the availability of Webex AI Agent, Cisco is transforming contact centers into customer experience hubs.
New solutions for end users and IT teams include Webex Calling Customer Assist, enhanced features in Webex Control Hub, and new workflow automation capabilities for the Cisco AI Assistant for Webex.
See Also: <a href="https://www.benzinga.com/economics/macro-economic-events/25/03/44357674/restaurant-sales-sink-recession-warning-or-just-weather-driven-dip">Restaurant Sales Sink: Recession Warning Or Just Weather-Driven Dip?</a>
Why It Matters: The Cisco AI Assistant for Webex Contact Center, with new features like suggested responses and real-time transcription arriving in the second quarter of 2025, enhances both agent efficiency and customer experience.
The product enhances efficiency by integrating with enterprise apps like Salesforce, ServiceNow, and Jira, enabling users to complete tasks faster and automatically share meeting summaries.
Investors can gain exposure to the stock via&nbsp;iShares U.S. Telecommunications ETF&nbsp;(BATS:<a class="ticker" href="https://www.benzinga.com/stock/IYZ#BATS">IYZ</a>) and&nbsp;First Trust NASDAQ Cybersecurity ETF&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CIBR#NASDAQ">CIBR</a>).
Price Action: Cisco shares are up 1.39% at $60.66 premarket at the last check Monday
Read Next:
<ul>
<li><a href="https://www.benzinga.com/25/03/44353699/niu-q4-rides-high-on-demand-for-e-scooters-but-gross-margins-decline-amid-higher-costs" target="_blank" rel="noreferrer noopener">Niu Q4 Rides High On Demand For E-Scooters, But Gross Margins Decline Amid Higher Costs</a></li>
</ul>
Image: Shutterstock

Large Cap

Contracts

Cisco Unveils AI-Powered Solutions With Webex AI Agent

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>TRADE</td>
<td>BULLISH</td>
<td>03/14/25</td>
<td>$115.00</td>
<td>$45.7K</td>
<td>37.3K</td>
<td>64.0K</td>
</tr>
<tr>
<td>INTC</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/14/25</td>
<td>$24.00</td>
<td>$32.4K</td>
<td>1.3K</td>
<td>34.1K</td>
</tr>
<tr>
<td>CSCO</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$65.00</td>
<td>$421.8K</td>
<td>21.8K</td>
<td>3.5K</td>
</tr>
<tr>
<td>RGTI</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$5.00</td>
<td>$188.9K</td>
<td>27.2K</td>
<td>2.6K</td>
</tr>
<tr>
<td>PGY</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$5.00</td>
<td>$174.8K</td>
<td>181</td>
<td>2.5K</td>
</tr>
<tr>
<td>MSTR</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>03/21/25</td>
<td>$280.00</td>
<td>$143.0K</td>
<td>1.3K</td>
<td>2.1K</td>
</tr>
<tr>
<td>MSFT</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>05/16/25</td>
<td>$325.00</td>
<td>$195.0K</td>
<td>5.9K</td>
<td>1.8K</td>
</tr>
<tr>
<td>AAPL</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>03/21/25</td>
<td>$225.00</td>
<td>$688.8K</td>
<td>20.6K</td>
<td>1.5K</td>
</tr>
<tr>
<td>MU</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/21/25</td>
<td>$90.00</td>
<td>$169.3K</td>
<td>16.2K</td>
<td>1.4K</td>
</tr>
<tr>
<td>PLTR</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/28/25</td>
<td>$75.00</td>
<td>$95.0K</td>
<td>3.1K</td>
<td>1.1K</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• For NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we notice a call option trade that happens to be bullish, expiring in 1 day(s) on March 14, 2025. This event was a transfer of 250 contract(s) at a $115.00 strike. The total cost received by the writing party (or parties) was $45.7K, with a price of $183.0 per contract. There were 37369 open contracts at this strike prior to today, and today 64021 contract(s) were bought and sold. 
• Regarding INTC (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), we observe a put option sweep with bullish sentiment. It expires in 1 day(s) on March 14, 2025. Parties traded 427 contract(s) at a $24.00 strike. This particular put needed to be split into 14 different trades to become filled. The total cost received by the writing party (or parties) was $32.4K, with a price of $76.0 per contract. There were 1359 open contracts at this strike prior to today, and today 34156 contract(s) were bought and sold. 
• Regarding CSCO (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>), we observe a put option sweep with bullish sentiment. It expires in 309 day(s) on January 16, 2026. Parties traded 524 contract(s) at a $65.00 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 $421.8K, with a price of $805.0 per contract. There were 21890 open contracts at this strike prior to today, and today 3500 contract(s) were bought and sold. 
• For RGTI (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RGTI#NASDAQ">RGTI</a>), we notice a put option sweep that happens to be bullish, expiring in 309 day(s) on January 16, 2026. This event was a transfer of 1303 contract(s) at a $5.00 strike. This particular put needed to be split into 271 different trades to become filled. The total cost received by the writing party (or parties) was $188.9K, with a price of $145.0 per contract. There were 27296 open contracts at this strike prior to today, and today 2605 contract(s) were bought and sold. 
• For PGY (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PGY#NASDAQ">PGY</a>), we notice a put option trade that happens to be bullish, expiring in 309 day(s) on January 16, 2026. This event was a transfer of 2498 contract(s) at a $5.00 strike. The total cost received by the writing party (or parties) was $174.8K, with a price of $70.0 per contract. There were 181 open contracts at this strike prior to today, and today 2500 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 bearish, expiring in 8 day(s) on March 21, 2025. This event was a transfer of 200 contract(s) at a $280.00 strike. The total cost received by the writing party (or parties) was $143.0K, with a price of $715.0 per contract. There were 1306 open contracts at this strike prior to today, and today 2106 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 put option trade that happens to be bullish, expiring in 64 day(s) on May 16, 2025. This event was a transfer of 500 contract(s) at a $325.00 strike. The total cost received by the writing party (or parties) was $195.0K, with a price of $390.0 per contract. There were 5912 open contracts at this strike prior to today, and today 1820 contract(s) were bought and sold. 
• For AAPL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), we notice a put option sweep that happens to be bearish, expiring in 8 day(s) on March 21, 2025. This event was a transfer of 480 contract(s) at a $225.00 strike. This particular put needed to be split into 8 different trades to become filled. The total cost received by the writing party (or parties) was $688.8K, with a price of $1435.0 per contract. There were 20670 open contracts at this strike prior to today, and today 1576 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 put option sweep with bullish sentiment. It expires in 8 day(s) on March 21, 2025. Parties traded 477 contract(s) at a $90.00 strike. This particular put needed to be split into 70 different trades to become filled. The total cost received by the writing party (or parties) was $169.3K, with a price of $355.0 per contract. There were 16246 open contracts at this strike prior to today, and today 1493 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 bullish, expiring in 15 day(s) on March 28, 2025. This event was a transfer of 250 contract(s) at a $75.00 strike. This particular put needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $95.0K, with a price of $380.0 per contract. There were 3159 open contracts at this strike prior to today, and today 1168 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.

INTC

MSFT

PLTR

RGTI

U.S. President Donald Trump is set to meet with the CEOs of America&#8217;s largest corporations on Tuesday, amid growing economic concerns and a recent slump in stock values.
What Happened: Trump&#8217;s meeting with around 100 CEOs is part of a regular gathering of the Business Roundtable in Washington. This influential group includes leaders from major U.S. companies such as Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), JPMorgan Chase &amp; Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JPM#NYSE">JPM</a>), and Walmart Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WMT#NYSE">WMT</a>). BlackRock, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BLK#NYSE">BLK</a>) CEO Larry Fink and Goldman Sachs Group Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GS#NYSE">GS</a>) CEO David Solomon are also likely to be part of the Business Roundtable as per Reuters.
Chuck Robbins, the CEO of Cisco (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>), is the Chair of the Business Roundtable.
Despite prevailing market concerns over Trump&#8217;s policies, the White House remains optimistic. White House spokesman Kush Desai told Reuters, &#8220;Industry leaders have responded to President Trump&#8217;s America First economic agenda of tariffs, deregulation, and the unleashing of American energy with trillions in investment commitments that will create thousands of new jobs.&#8221;
Earlier in March, Business Roundtable CEO Joshua Bolten extended support to Trump&#8217;s agenda, like creating more American jobs or increasing investment in domestic businesses and manufacturing. However, Bolten urged Congress to find a common ground for agreement on tax reforms, significant regulatory reforms, and the removal of the recent tariffs.  &#8220;These tariffs, especially if they are long-lasting, run the risk of creating serious economic impact,&#8221; stated Bolten.
SEE ALSO: <a href="https://www.benzinga.com/general/market-summary/25/03/44245897/billionaire-investor-ron-baron-reacts-to-nasdaq-sp-selloff-the-stock-prices-cant-believe-how-cheap-they-are">Billionaire Investor Ron Baron Reacts To Nasdaq, S&amp;P Selloff: &#8216;The Stock Prices&#8230;Can&#8217;t Believe How Cheap They Are&#8217;</a>
Why It Matters: The meeting comes at a time when the market is experiencing turbulence, largely due to fears of inflation and economic downturn. U.S. stocks experienced a significant drop on Monday, with the S&amp;P 500 down nearly 3% since Trump&#8217;s election and 4.5% down for the year. 
Tom Lee, the research head of Fundstrat Global Advisors, has labeled the recent stock-market plunge <a href="https://www.benzinga.com/25/03/44244329/tom-lee-predicts-market-stabilization-following-mondays-overreaction-foresees-may-rate-cut">as an overreaction</a>, predicting market stabilization and a potential rate cut in May. Lee highlighted Tuesday&#8217;s Business Roundtable as one of the events that could lead to market stabilization and allay investor concerns.
However, the overall sentiment remains cautious, with investors closely watching the outcome of the meeting and the future direction of Trump&#8217;s economic policies.&nbsp;
READ MORE: <a href="https://www.benzinga.com/general/space/25/03/44244377/elon-musks-spacex-partners-with-airtel-to-launch-starlink-in-india-weeks-after-pm-narendra-modis-us-visit">Elon Musk&#8217;s SpaceX Partners With Airtel To Launch Starlink In India, Weeks After PM Narendra Modi&#8217;s US Visit</a>
Image via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Trump Set To Meet Top Executives From Apple, JPMorgan And Other Giants In Business Roundtable Amid Economic Concerns And Market Downturn: Report

On Tuesday, Advanced Micro Devices, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) announced the expansion of its x86 embedded processor portfolio by introducing&nbsp;5th&nbsp;Gen <a target="_blank" href="https://www.benzinga.com/topic/amd" rel="noreferrer noopener">AMD EPYC Embedded processors</a>.
AMD EPYC Embedded 9005 Series CPUs are optimized <a target="_blank" href="https://ir.amd.com/news-events/press-releases/detail/1239/amd-unveils-5th-gen-amd-epyc-embedded-processors-delivering-leadership-performance-efficiency-and-long-product-lifecycles-for-networking-storage-and-industrial-edge-markets" rel="noreferrer noopener">for embedded markets</a>.
Powered by the proven "Zen 5" architecture, these processors deliver leadership performance and energy efficiency, enabling networking, storage, and industrial edge systems to process more data faster and more efficiently.
Also Read: <a href="https://www.benzinga.com/government/regulations/25/03/44201104/usa-targets-deepseek-weighs-restrictions-on-chinas-ai-firm-that-shook-nvidias-market-value-by-600-billion" target="_blank" rel="noreferrer noopener">USA Targets DeepSeek, Weighs Restrictions On China&#8217;s AI Firm That Shook Nvidia&#8217;s Market Value By $600 Billion</a>
AMD SVP Salil Raje noted that AI-driven network traffic, exploding data storage requirements, and the expansion of industrial edge computing drive the demand for higher compute performance in embedded platforms.
AMD EPYC Embedded 9005 Series processors are designed to power compute-intensive embedded systems, supporting core counts from 8 to 192 in a single socket.
The new "Zen 5c" core architecture offers higher throughput and greater energy efficiency.
AMD is working closely with Cisco Systems, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>) and International Business Machines Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>) to bring next-generation processors to market.
AMD is reportedly <a href="https://www.benzinga.com/25/02/43908370/amd-reshapes-strategy-plans-4-billion-data-center-asset-sale-while-doubling-down-on-gpus" target="_blank" rel="noreferrer noopener">divesting ZT Systems'</a> data center infrastructure production capabilities to Taiwan's Compal Electronics Inc, Inventec Corp, Pegatron Corp, and Wistron Corp. However, AMD had also remained adamant about not changing its focus priority from its primary GPU roadmap.
AMD is also <a href="https://www.benzinga.com/25/03/44087877/intel-stock-surges-as-nvidia-broadcom-test-18a-chips-amd-shows-interest" target="_blank" rel="noreferrer noopener">reportedly considering using</a> Intel's 18A manufacturing process for its needs.
Price Action: AMD stock is up 1.85% at $98.42 premarket at last check Tuesday.
AMD stock plunged over 51% in the last 12 months.
Also Read:
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<li><a href="https://www.benzinga.com/25/03/44218665/servicenow-eyes-3-billion-ai-deal-targets-boost-from-moveworks-chatbot-tech" target="_blank" rel="noreferrer noopener">ServiceNow Eyes $3 Billion AI Deal, Targets Boost From Moveworks Chatbot Tech</a></li>
</ul>
Image: Shutterstock

Advanced Micro Devices Unleashes AI-Focused Chips Powered By 'Zen5' Core Architecture

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Shares of communication equipment stocks are trading lower amid recession worries due to uncertainty regarding tariffs and trade policy. President Trump said there is a "period of transition." Economic uncertainty could drive a rotation out of growth sectors.

Financial giants have made a conspicuous bullish move on Cisco Systems. Our analysis of options history for Cisco Systems (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>) revealed 8 unusual trades.
Delving into the details, we found 50% of traders were bullish, while 50% showed bearish tendencies. Out of all the trades we spotted, 2 were puts, with a value of $81,545, and 6 were calls, valued at $562,562.
<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 $55.0 to $65.0 for Cisco Systems during the past quarter. 
<h3>Insights into Volume &amp; Open Interest</h3>
Looking at the volume and open interest is a powerful move while trading options. This data can help you track the liquidity and interest for Cisco Systems'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 Cisco Systems's whale trades within a strike price range from $55.0 to $65.0 in the last 30 days. 
<h3>Cisco Systems Option Activity Analysis: Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1741626947_0.png" alt="Options Call Chart" />
<h3>Noteworthy Options Activity:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>CSCO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>03/21/25</td>
<td>$0.48</td>
<td>$0.43</td>
<td>$0.45</td>
<td>$65.00</td>
<td>$195.0K</td>
<td>30.3K</td>
<td>7.8K</td>
</tr>
<tr>
<td>CSCO</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$6.5</td>
<td>$6.35</td>
<td>$6.4</td>
<td>$60.00</td>
<td>$166.4K</td>
<td>3.9K</td>
<td>293</td>
</tr>
<tr>
<td>CSCO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>03/20/26</td>
<td>$6.15</td>
<td>$6.05</td>
<td>$6.05</td>
<td>$65.00</td>
<td>$115.0K</td>
<td>374</td>
<td>192</td>
</tr>
<tr>
<td>CSCO</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>09/19/25</td>
<td>$2.91</td>
<td>$2.88</td>
<td>$2.88</td>
<td>$60.00</td>
<td>$44.6K</td>
<td>1.4K</td>
<td>413</td>
</tr>
<tr>
<td>CSCO</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>09/19/25</td>
<td>$3.1</td>
<td>$3.05</td>
<td>$3.05</td>
<td>$60.00</td>
<td>$36.9K</td>
<td>1.4K</td>
<td>535</td>
</tr>
</tbody>
</table>

<h3>About Cisco Systems</h3>
Cisco Systems is the largest provider of networking equipment in the world and one of the largest software companies in the world. Its largest businesses are selling networking hardware and software (where it has leading market shares) and cybersecurity software such as firewalls. It also has collaboration products, like its Webex suite, and observability tools. It primarily outsources its manufacturing to third parties and has a large sales and marketing staff—25,000 strong across 90 countries. Overall, Cisco employs 80,000 people and sells its products globally.
Having examined the options trading patterns of Cisco Systems, our attention now turns directly to the company. This shift allows us to delve into its present market position and performance
<h3>Where Is Cisco Systems Standing Right Now?</h3>
<ul>
<li>Currently trading with a volume of 9,068,492, the CSCO's price is down by -1.6%, now at $62.92. </li>
<li>RSI readings suggest the stock is currently may be approaching overbought.</li>
<li>Anticipated earnings release is in 65 days.</li>
</ul>
<h3>What The Experts Say On Cisco Systems</h3>
Over the past month, 5 industry analysts have shared their insights on this stock, proposing an average target price of $73.4.
Turn $1000 into $1270 in just 20 days?
20-year pro options trader reveals his one-line chart technique that shows when to buy and sell. Copy his trades, which have had averaged a 27% profit every 20 days. <a href="https://www.benzinga.com/premium/ideas/options-moneyline-2/?t=Moop1arja3be22op14&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; Consistent in their evaluation, an analyst from Wells Fargo keeps a Equal-Weight rating on Cisco Systems with a target price of $72. 
&#x2A; An analyst from JP Morgan persists with their Overweight rating on Cisco Systems, maintaining a target price of $73. 
&#x2A; An analyst from Piper Sandler has decided to maintain their Neutral rating on Cisco Systems, which currently sits at a price target of $72. 
&#x2A; An analyst from Rosenblatt has elevated its stance to Buy, setting a new price target at $80. 
&#x2A; Maintaining their stance, an analyst from UBS continues to hold a Neutral rating for Cisco Systems, targeting a price of $70. 
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 Cisco Systems, <a href="https://www.benzinga.com/pro/">Benzinga Pro</a> gives you real-time options trades alerts.

What the Options Market Tells Us About Cisco Systems

Tariffs, <a href="https://www.benzinga.com/topic/federal-reserve">federal spending cuts</a> and CoWoS (Chip-on-Wafer-on-Substrate) slowdowns are shaking up the hardware and networking sector. JPMorgan analyst Samik Chatterjee weighs in on which stocks are best equipped to weather the storm.
<h2 class="wp-block-heading">Tariffs: Who's Feeling The Heat?</h2>
Companies loaded with software-driven hardware are dodging the worst of the tariff blow, while commoditized IT hardware players are absorbing rising costs. Networking leaders like Cisco Systems Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>) and Arista Networks Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>) have an edge, given their ability to pass costs down the chain.
Read Also: <a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/02/44005208/nvidia-ai-juggernaut-rolls-on-but-can-arista-cisco-keep-up">Nvidia Dominance Continues As AI Demand Grows: Can Arista, Cisco Keep Up?</a>
Meanwhile, PC and server makers face tighter margins, with limited room to hike prices without losing customers.
Cisco's CFO has already factored in the tariff impact, while Arista's team says they've been planning for China risks ahead of time. The wildcard? 
Storage and networking equipment appear largely insulated, but competitive server pricing could make cost pass-throughs a challenge.
<h2 class="wp-block-heading">Federal Spending Cuts: Who's At Risk?</h2>
A slowdown in government IT budgets might hit device makers harder than infrastructure players. Cisco, with more than 5% of revenue tied to federal spending, could see near-term pressure, but JPMorgan suggests long-term benefits from federal tech modernization. 
Channel partners like CDW (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CDW#NASDAQ">CDW</a>) also have notable exposure but are downplaying risks for now.
<h2 class="wp-block-heading">CoWoS Cuts: Nvidia's Supply Chain Feels The Squeeze</h2>
Recent CoWoS order cuts by Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and Amazon.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) are reshuffling supplier valuations. The biggest impact? 
Nvidia-linked players like Fabrinet (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FN#NYSE">FN</a>), Amphenol Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APH#NYSE">APH</a>) and Coherent Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COHR#NYSE">COHR</a>) could face multiple compression, even if revenue estimates remain intact.
Cisco and Arista look relatively shielded from tariff pain, Nvidia's supply chain faces valuation headwinds and federal spending concerns might be a short-term roadblock for key players.
With hardware margins under pressure, JPMorgan's take is clear: software-rich and infrastructure-driven companies have the best shot at staying ahead.
Read Next: 
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<li><a href="https://www.benzinga.com/media/25/03/44214424/move-over-deepseek-not-so-fast-chinas-manus-ai-goes-viral-but-early-users-say-it-crashes-loops-and-fumbles-the-basics">Move Over DeepSeek? Not So Fast: China&#8217;s Manus AI Goes Viral, But Early Users Say It Crashes, Loops, And Fumbles The Basics</a></li>
</ul>
Photo: Shutterstock

Cisco, Nvidia, Arista Tackle Tariff Turmoil: Who's Best Positioned?

Financial giants have made a conspicuous bearish move on Cisco Systems. Our analysis of options history for Cisco Systems (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>) revealed 15 unusual trades.
Delving into the details, we found 26% of traders were bullish, while 73% showed bearish tendencies. Out of all the trades we spotted, 5 were puts, with a value of $303,529, and 10 were calls, valued at $684,444.
<h3>Predicted Price Range</h3>
Analyzing the Volume and Open Interest in these contracts, it seems that the big players have been eyeing a price window from $52.5 to $70.0 for Cisco Systems during the past quarter. 
<h3>Insights into Volume &amp; Open Interest</h3>
In today's trading context, the average open interest for options of Cisco Systems stands at 4657.64, with a total volume reaching 7,127.00. The accompanying chart delineates the progression of both call and put option volume and open interest for high-value trades in Cisco Systems, situated within the strike price corridor from $52.5 to $70.0, throughout the last 30 days.
<h3>Cisco Systems Option Volume And Open Interest Over Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1741283153_0.png" alt="Options Call Chart" />
<h3>Significant Options Trades Detected:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>CSCO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$2.2</td>
<td>$2.18</td>
<td>$2.2</td>
<td>$70.00</td>
<td>$246.8K</td>
<td>12.5K</td>
<td>1.1K</td>
</tr>
<tr>
<td>CSCO</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>04/17/25</td>
<td>$0.87</td>
<td>$0.69</td>
<td>$0.7</td>
<td>$60.00</td>
<td>$91.0K</td>
<td>9.1K</td>
<td>1.4K</td>
</tr>
<tr>
<td>CSCO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>09/19/25</td>
<td>$2.2</td>
<td>$2.19</td>
<td>$2.2</td>
<td>$70.00</td>
<td>$85.5K</td>
<td>12.5K</td>
<td>1.5K</td>
</tr>
<tr>
<td>CSCO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$2.26</td>
<td>$2.2</td>
<td>$2.2</td>
<td>$70.00</td>
<td>$82.5K</td>
<td>12.5K</td>
<td>1.9K</td>
</tr>
<tr>
<td>CSCO</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$7.75</td>
<td>$7.65</td>
<td>$7.65</td>
<td>$70.00</td>
<td>$74.9K</td>
<td>370</td>
<td>99</td>
</tr>
</tbody>
</table>

<h3>About Cisco Systems</h3>
Cisco Systems is the largest provider of networking equipment in the world and one of the largest software companies in the world. Its largest businesses are selling networking hardware and software (where it has leading market shares) and cybersecurity software such as firewalls. It also has collaboration products, like its Webex suite, and observability tools. It primarily outsources its manufacturing to third parties and has a large sales and marketing staff—25,000 strong across 90 countries. Overall, Cisco employs 80,000 people and sells its products globally.
Following our analysis of the options activities associated with Cisco Systems, we pivot to a closer look at the company's own performance.
<h3>Present Market Standing of Cisco Systems</h3>
<ul>
<li>With a volume of 8,102,377, the price of CSCO is down -0.91% at $63.38. </li>
<li>RSI indicators hint that the underlying stock may be approaching overbought.</li>
<li>Next earnings are expected to be released in 69 days.</li>
</ul>
<h3>Expert Opinions on Cisco Systems</h3>
A total of 5 professional analysts have given their take on this stock in the last 30 days, setting an average price target of $70.2.
Turn $1000 into $1270 in just 20 days?
20-year pro options trader reveals his one-line chart technique that shows when to buy and sell. Copy his trades, which have had averaged a 27% profit every 20 days. <a href="https://www.benzinga.com/premium/ideas/options-moneyline-2/?t=Moop1arja3be22op14&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; Consistent in their evaluation, an analyst from Citigroup keeps a Buy rating on Cisco Systems with a target price of $73. 
&#x2A; An analyst from Piper Sandler persists with their Neutral rating on Cisco Systems, maintaining a target price of $72. 
&#x2A; Maintaining their stance, an analyst from Wells Fargo continues to hold a Equal-Weight rating for Cisco Systems, targeting a price of $72. 
&#x2A; Consistent in their evaluation, an analyst from Barclays keeps a Equal-Weight rating on Cisco Systems with a target price of $61. 
&#x2A; Consistent in their evaluation, an analyst from JP Morgan keeps a Overweight rating on Cisco Systems with a target price of $73. 
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 Cisco Systems, <a href="https://www.benzinga.com/pro/">Benzinga Pro</a> gives you real-time options trades alerts.

Looking At Cisco Systems's Recent Unusual Options Activity

Cybersecurity-focused ETFs are back in the spotlight following a <a href="https://therecord.media/hegseth-orders-cyber-command-stand-down-russia-planning">report </a>by The Record that U.S. Defense Secretary Pete Hegseth ordered a halt to offensive cyber and <a href="https://www.benzinga.com/topic/russia">information operations against Russia</a>. 
The Pentagon <a href="https://www.bloomberg.com/news/articles/2025-03-04/pentagon-denies-report-of-halt-in-cyber-operations-versus-russia">denied</a> these claims. Still, the news has reignited interest in cybersecurity investments. As cyber threats escalate, organizations worldwide are ramping up efforts to protect their digital assets, making cybersecurity companies and ETFs holding them, attractive investment opportunities.
For investors looking to gain diversified exposure to the cybersecurity sector without the hassle of studying and choosing individual stocks, here are three <a href="https://www.benzinga.com/etfs">noteworthy cybersecurity ETFs</a>:
<ul>
<li>Global X Cybersecurity ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BUG#NASDAQ">BUG</a>): This ETF provides investors access to a portfolio of 22 cybersecurity companies. It includes leading firms like Palo Alto Networks (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>), Zscaler (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ZS#NASDAQ">ZS</a>), Fortinet (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FTT#NASDAQ">FTT</a>), and CrowdStrike (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWD#NASDAQ">CRWD</a>). While the ETF primarily focuses on U.S.-based companies, it also includes firms from Israel, Japan, and South Korea. It has an expense ratio of 0.5%, which is relatively standard for sector-specific ETFs.</li>
</ul>
<ul>
<li>First Trust Nasdaq Cybersecurity ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CIBR#NASDAQ">CIBR</a>): This fund tracks the Nasdaq CTA Cybersecurity Index and includes companies actively involved in cybersecurity operations. CrowdStrike is one of its major holdings, along with other key players such as Check Point Software (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CHKP#NASDAQ">CHKP</a>), Fortinet, and Palo Alto. CIBR has over $8 billion in assets under management and an expense ratio of 0.6%.</li>
</ul>
<ul>
<li>ETFMG Prime Cyber Security ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HACK#NYSE">HACK</a>): The <a href="https://amplifyetfs.com/hack/#:~:text=Launched%20in%202014%2C%20HACK%20is,within%20the%20growing%20cybersecurity%20industry.">first </a>ETF focused on cybersecurity and remains one of the most popular choices among investors. It provides exposure to a mix of established cybersecurity companies and emerging players. Its holdings include CrowdStrike, Palo Alto Networks, and Cisco (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>), among others.</li>
</ul>
HACK follows a tiered, equal-weighted approach, ensuring that no single company dominates the portfolio. This diversification helps mitigate risk while still capturing growth potential in the cybersecurity industry. The fund has an expense ratio of 0.6% and has consistently performed well as cyber threats continue to increase globally.
Also Read: <a href="https://www.benzinga.com/etfs/sector-etfs/25/02/43632056/3-etfs-for-cybersecurity-investors-as-ai-driven-threats-grow">3 ETFs For Cybersecurity Investors As AI-Driven Threats Grow</a>
<h2 class="wp-block-heading">The Growing Importance Of Cybersecurity</h2>
The increasing reliance on digital infrastructure across industries has made businesses, governments, and individuals more vulnerable to cyberattacks. High-profile breaches targeting financial institutions, healthcare providers, and government agencies have demonstrated the critical need for robust cybersecurity measures.
Companies are now investing heavily in AI-driven security solutions, zero-trust architectures, and threat intelligence platforms to stay ahead of evolving threats. As a result, cybersecurity firms are experiencing strong revenue growth, making them attractive investment opportunities.
According to a Bloomberg Intelligence research report, the total cybersecurity market will likely hit $338 billion by 2033. That&#8217;s up from about $152.5 billion in 2023.
Cybersecurity has become one of the fastest-growing sectors in the market. High-profile cyberattacks in recent years have led to massive data breaches, infrastructure failures, and financial losses amounting to billions of dollars. 
According to a research report by CrowdStrike:
<ul>
<li>China-linked cyber activity rising by 150% across all sectors in 2024. </li>
<li>Vishing attacks experienced an explosive 442% increase between the first and second half of the year.</li>
<li>The fastest recorded eCrime breakout time was just 51 seconds, emphasizing the speed at which cybercriminals can compromise systems.</li>
<li>79% of detected cyber incidents were malware-free, indicating a shift toward advanced attack techniques. </li>
<li>26 newly named adversaries emerged</li>
<li>52% of vulnerabilities identified were linked to initial access methods, underscoring the ongoing challenge of securing entry points against persistent cyber threats.</li>
</ul>
As cyber threats continue to evolve, businesses and governments are prioritizing investments in cybersecurity to safeguard their networks and data. This growing demand positions cybersecurity ETFs and companies for sustained long-term growth.
See Also: <a href="https://www.benzinga.com/markets/cryptocurrency/25/02/43886224/bybit-founder-confirms-1-4-billion-ethereum-hack-blames-masked-transaction">Bybit Founder Confirms $1.4 Billion Ethereum Hack, Blames &#8216;Masked&#8217; Transaction</a>
<h2 class="wp-block-heading">Renewed Interest Fueled By Stalled Cyber Operations</h2>
Hegseth&#8217;s move was reportedly aimed at fostering diplomatic talks between the U.S. and Russia regarding Ukraine. 
U.S. cyber operations against Russia have historically included disrupting ransomware groups, countering disinformation campaigns, and targeting networks used by Russian intelligence agencies. These operations have played a critical role in reducing cyber threats that could impact American infrastructure, financial institutions, and national security. A halt or pause in such actions could enable Russian state-backed hackers and cybercriminal groups to escalate their activities against U.S. and European targets.
According to a New York Times <a href="https://www.nytimes.com/2025/03/02/us/politics/hegseth-cyber-russia-trump-putin.html">report</a>, former intelligence officials have noted that pauses in military and cyber operations during sensitive diplomatic negotiations are not uncommon, as they can prevent tensions from escalating further. 
Critics argue that scaling back offensive cyber capabilities, even temporarily, risks weakening U.S. deterrence and response mechanisms. 
Regardless of the conflicting narratives, cybersecurity remains a critical national security and business priority. The alleged pause in U.S. cyber operations against Russia has raised concerns about potential vulnerabilities, further underscoring the need for robust cybersecurity solutions.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/etfs/sector-etfs/25/03/44120598/broken-deal-big-consequences-how-etfs-and-stocks-will-react">Broken Deal, Big Consequences: How ETFs And Stocks Will React</a></li>
</ul>
Photo: Shutterstock

3 Cybersecurity ETFs in Focus Amid Reports of US Cyber Operations Suspension

Financial giants have made a conspicuous bullish move on Cisco Systems. Our analysis of options history for Cisco Systems (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>) revealed 28 unusual trades.
Delving into the details, we found 46% of traders were bullish, while 28% showed bearish tendencies. Out of all the trades we spotted, 14 were puts, with a value of $667,773, and 14 were calls, valued at $740,714.
<h3>Expected Price Movements</h3>
Taking into account the Volume and Open Interest on these contracts, it appears that whales have been targeting a price range from $55.0 to $75.0 for Cisco Systems over the last 3 months. 
<h3>Volume &amp; Open Interest Development</h3>
In terms of liquidity and interest, the mean open interest for Cisco Systems options trades today is 3236.5 with a total volume of 9,295.00.
In the following chart, we are able to follow the development of volume and open interest of call and put options for Cisco Systems's big money trades within a strike price range of $55.0 to $75.0 over the last 30 days.
<h3>Cisco Systems Call and Put Volume: 30-Day Overview</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1741033870_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>CSCO</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$8.8</td>
<td>$8.45</td>
<td>$8.5</td>
<td>$57.50</td>
<td>$195.5K</td>
<td>12.2K</td>
<td>612</td>
</tr>
<tr>
<td>CSCO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>09/19/25</td>
<td>$8.7</td>
<td>$8.65</td>
<td>$8.7</td>
<td>$57.50</td>
<td>$100.9K</td>
<td>12.2K</td>
<td>202</td>
</tr>
<tr>
<td>CSCO</td>
<td>PUT</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>03/21/25</td>
<td>$1.0</td>
<td>$0.99</td>
<td>$1.0</td>
<td>$64.00</td>
<td>$87.4K</td>
<td>210</td>
<td>1.5K</td>
</tr>
<tr>
<td>CSCO</td>
<td>PUT</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>09/19/25</td>
<td>$4.45</td>
<td>$4.35</td>
<td>$4.4</td>
<td>$65.00</td>
<td>$84.4K</td>
<td>4.5K</td>
<td>249</td>
</tr>
<tr>
<td>CSCO</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$9.15</td>
<td>$8.8</td>
<td>$8.9</td>
<td>$57.50</td>
<td>$66.7K</td>
<td>12.2K</td>
<td>85</td>
</tr>
</tbody>
</table>

<h3>About Cisco Systems</h3>
Cisco Systems is the largest provider of networking equipment in the world and one of the largest software companies in the world. Its largest businesses are selling networking hardware and software (where it has leading market shares) and cybersecurity software such as firewalls. It also has collaboration products, like its Webex suite, and observability tools. It primarily outsources its manufacturing to third parties and has a large sales and marketing staff—25,000 strong across 90 countries. Overall, Cisco employs 80,000 people and sells its products globally.
<h3>Cisco Systems's Current Market Status</h3>
<ul>
<li>Currently trading with a volume of 11,669,853, the CSCO's price is down by -1.05%, now at $63.44. </li>
<li>RSI readings suggest the stock is currently may be approaching overbought.</li>
<li>Anticipated earnings release is in 72 days.</li>
</ul>
<h3>What Analysts Are Saying About Cisco Systems</h3>
Over the past month, 5 industry analysts have shared their insights on this stock, proposing an average target price of $67.8.
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&#x2A; Consistent in their evaluation, an analyst from Goldman Sachs keeps a Neutral rating on Cisco Systems with a target price of $63. 
&#x2A; An analyst from Piper Sandler has decided to maintain their Neutral rating on Cisco Systems, which currently sits at a price target of $72. 
&#x2A; Maintaining their stance, an analyst from UBS continues to hold a Neutral rating for Cisco Systems, targeting a price of $70. 
&#x2A; An analyst from JP Morgan persists with their Overweight rating on Cisco Systems, maintaining a target price of $73. 
&#x2A; Consistent in their evaluation, an analyst from Barclays keeps a Equal-Weight rating on Cisco Systems with a target price of $61. 
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Smart Money Is Betting Big In CSCO Options

Citigroup analyst Atif Malik maintains Cisco Systems (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>) with a Buy and raises the price target from $71 to $73.

Price Target

Citigroup Maintains Buy on Cisco Systems, Raises Price Target to $73

Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) just delivered another knockout quarter, smashing expectations as <a href="https://www.benzinga.com/topic/artificial-intelligence">AI infrastructure demand</a> remains red-hot. 
With its Blackwell chips already raking in $11 billion, compute players like Dell Technologies Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>), Super Micro Computer Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) and Hewlett Packard Enterprise Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HPE#NYSE">HPE</a>) are set to benefit.
But for networking giants like Arista Networks Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>) and Cisco Systems Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>), the competition is only getting fiercer.
Read Also: <a href="https://www.benzinga.com/25/02/43997622/nvidias-record-breaking-financials-drive-ai-based-cryptos-higher">Nvidia&#8217;s Q4 Revenue, Earnings Beat Drives AI-Based Cryptos Higher Even As Major Coins Bleed</a>
<h2 class="wp-block-heading">Blackwell Powers Nvidia's Blowout Quarter</h2>
JPMorgan analyst Samik Chatterjee sees Nvidia's latest results as a bullish signal for compute and optical stocks. Data center revenue soared 93% year-over-year to $35.6 billion, with compute revenue alone skyrocketing 116%. 
Blackwell's meteoric rise makes it Nvidia's fastest-ramping product ever, with hyperscalers like Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), Alphabet Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>), Amazon.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) and Oracle Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) driving adoption.
On top of that, Nvidia is already looking ahead to Blackwell Ultra, expected in the second half of the year, said Chatterjee. With AI model inferencing demand accelerating, particularly for OpenAI's GPT-4o, DeepSeek-R1, and Grok 3, the need for more compute is only growing.
<h2 class="wp-block-heading">Networking Stumbles, But Recovery Is In Sight</h2>
Not everything was flawless &#8211; networking revenue dropped 9% as Nvidia transitions from NVLink 8 with InfiniBand to NVLink 72 with Spectrum-X, noted Chatterjee. However, the company expects networking to return to sequential growth next quarter, thanks to deployments at major AI factories. 
According to Chatterjee, Microsoft, Oracle, and CoreWeave are among those fueling Spectrum-X adoption, while Nvidia's recent Cisco partnership could help expand its enterprise reach.
<h2 class="wp-block-heading">The Pressure Mounts On Arista &amp; Cisco</h2>
With Nvidia increasingly controlling the AI stack, Arista and Cisco must fight to maintain market share. AI networking demand is surging, but Chatterjee notes that Nvidia's Spectrum-X is winning customers. 
The next few quarters could be make-or-break for traditional networking giants.
Read Next: 
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<li><a href="https://www.benzinga.com/general/market-summary/25/02/43998226/jensen-huangs-nvidia-fuels-ai-factory-boom-revenue-growth-in-data-center-business-dominates-peers-with-a-staggering-3460-growth-over-5-years">Jensen Huang&#8217;s Nvidia Fuels &#8216;AI Factory&#8217; Boom: Revenue Growth In Data Center Business Dominates Peers With A Staggering 3460% Growth Over 5 Years</a></li>
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Image: Shutterstock

Nvidia Dominance Continues As AI Demand Grows: Can Arista, Cisco Keep Up?

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On Tuesday, Cisco Systems, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>) announced plans for an expanded partnership with Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) to provide <a target="_blank" href="https://www.benzinga.com/pressreleases/25/02/n43938001/cisco-expands-partnership-with-nvidia-to-accelerate-ai-adoption-in-the-enterprise" rel="noreferrer noopener">AI technology solutions to enterprises</a>.
Cisco will develop data center switches with the Nvidia Spectrum Ethernet platform.
Cisco will collaborate with Nvidia to create and validate&nbsp;Nvidia Cloud Partner (NCP)&nbsp;and&nbsp;Enterprise Reference Architectures&nbsp;based on Nvidia Spectrum-X&nbsp;with Cisco Silicon One, Hyperfabric, Nexus, UCS Compute, Optics, and other Cisco technologies.
Also Read: <a target="_blank" href="https://www.benzinga.com/analyst-ratings/price-target/25/02/43788975/amd-closing-competitive-gpu-gap-with-nvidia-gains-market-share-from-intel-in-client-and-server-markets-analyst" rel="noreferrer noopener">AMD Closing Competitive GPU Gap With Nvidia, Gains Market Share From Intel In Client And Server Markets: Analyst</a>
The expanded partnership aims to give organizations flexibility and choice as they look to meet the demand of AI workloads within and between data centers, clouds, and users.
The&nbsp;Nvidia&nbsp;Spectrum-X&nbsp;Ethernet&nbsp;networking&nbsp;platform&nbsp;based on Cisco and Nvidia silicon will form the foundation for many enterprise AI workloads. By enabling interoperability between both companies&#8217; networking architectures, the two companies are prioritizing customers&#8217; needs for simplified, full-stack solutions.
The expanded partnership allows customers to optimize their AI infrastructure investments with a typical architecture, using their existing management tools and processes, spanning front and back-end networks.
By making it easier to integrate and standardize on both Cisco and Nvidia technology, customers will benefit from current and future technology advancements in the Nvidia Spectrum-X platform, such as adaptive routing, telemetry, congestion control, and low latency, as well as Cisco&#8217;s broader networking, security, and digital resilience portfolio, including the Splunk data platform.
As businesses develop AI capabilities and train data models, a comprehensive security strategy becomes crucial.
Also, Cisco <a target="_blank" href="https://www.benzinga.com/pressreleases/25/02/n43937810/cisco-achieves-milestone-fedramp-authorization-for-meraki-cloud-networking-platform" rel="noreferrer noopener">announced that it</a> had won Federal Risk and Authorization Management Program (FedRAMP) authorization at the Moderate Impact Level for its&nbsp;Cisco Meraki for Government solution under the U.S. Department of Homeland Security&#8217;s Cybersecurity and Infrastructure Security Agency (CISA) sponsorship.
FedRAMP is a U.S. government program that promotes the adoption of cloud technologies across the federal government by providing a standardized approach to validating security and risk controls for cloud-based products and services.
Cisco Systems stock surged 31% in the last 12 months. Analysts, including JP Morgan, Piper Sandler, BofA Securities, and Goldman Sachs, <a target="_blank" href="https://www.benzinga.com/25/02/43708265/ciscos-ai-expansion-and-cloud-growth-drive-analyst-upgrades-and-price-hikes-citing-growth-like-extreme-juniper" rel="noreferrer noopener">raised Cisco&#8217;s price targets</a> after the second-quarter results, citing AI-driven growth, strong cloud and security orders, and increasing subscription revenue.
Price Action: CSCO stock is up 1.64% at $64.28 at the last check on Tuesday.
Also Read:
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<li><a href="https://www.benzinga.com/media/25/02/43939199/alibaba-doubles-down-on-ai-launches-qwq-max-to-challenge-openai-and-deepseek" target="_blank" rel="noreferrer noopener">Alibaba Doubles Down On AI, Launches QwQ-Max to Challenge OpenAI and DeepSeek</a></li>
</ul>
Photo by Anucha Cheechang via Shutterstock

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Cisco and Nvidia Expand AI Partnership, Secure US Government Authorization for Cloud Security

Press Releases

Cisco Achieves Milestone FedRAMP Authorization for Meraki Cloud Networking Platform

Cisco Expands Partnership with NVIDIA to Accelerate AI Adoption in the Enterprise

Cisco To Participate in Upcoming Events with the Financial Community

Cisco @ Mobile World Congress 2025: Accelerating Service Provider Growth in the Age of AI

Kent Lake Nominates Three Highly Qualified, Independent Candidates for Quanterix Board

Cisco Paves the Way with Agentic AI Collaboration

Ethernet Alliance Showcases Future-Ready Ethernet Innovation at OFC 2025

Cisco to Deliver Secure AI Infrastructure with NVIDIA

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