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Intel

Intel is a leading digital chipmaker, focused on the design and manufacturing of microprocessors for the global personal computer and data center markets. Intel pioneered the x86 architecture for microprocessors and was the prime proponent of Moore's law for advances in semiconductor manufacturing. Intel remains the market share leader in central processing units in both the PC and server end markets. Intel has also been expanding into new adjacencies, such as communications infrastructure, automotive, and the Internet of Things. Further, Intel expects to leverage its chip manufacturing capabilities into an outsourced foundry model where it constructs chips for others.

Broadcom

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Broadcom abandona su plan de construir una fábrica de chips en España. Las negociaciones con el Gobierno se rompen.

Broadcom cancela su fábrica de microchips en España tras romper negociaciones con el Gobierno

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COHR

ENTG

MCHP

NVDA

QCOM

El Senado de EE. UU. aprueba el Big Beautiful Bill, elevando al 30 % el crédito fiscal a semiconductores y favoreciendo Nvidia, Intel y TSMC.

Crédito fiscal a semiconductores impulsa expansión de fabricantes tras aprobación del Big Beautiful Bill

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News

MSFT

Nvidia ve en la robótica, junto con la IA, una oportunidad de crecimiento multimillonaria, impulsando ventas y tecnología autónoma.

Nvidia impulsa su futuro: CEO Jensen Huang destaca la próxima gran oportunidad de crecimiento

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>SWEEP</td>
<td>BULLISH</td>
<td>07/18/25</td>
<td>$172.50</td>
<td>$92.4K</td>
<td>81.7K</td>
<td>42.5K</td>
</tr>
<tr>
<td>AMD</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/18/25</td>
<td>$160.00</td>
<td>$77.1K</td>
<td>29.1K</td>
<td>16.7K</td>
</tr>
<tr>
<td>AAPL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/18/25</td>
<td>$212.50</td>
<td>$27.5K</td>
<td>29.7K</td>
<td>11.4K</td>
</tr>
<tr>
<td>MSFT</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>07/18/25</td>
<td>$510.00</td>
<td>$30.2K</td>
<td>33.3K</td>
<td>8.5K</td>
</tr>
<tr>
<td>U</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$65.00</td>
<td>$25.8K</td>
<td>35.0K</td>
<td>3.8K</td>
</tr>
<tr>
<td>INTC</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>08/01/25</td>
<td>$25.00</td>
<td>$75.4K</td>
<td>3.8K</td>
<td>1.7K</td>
</tr>
<tr>
<td>CIFR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$8.00</td>
<td>$57.1K</td>
<td>7.8K</td>
<td>1.5K</td>
</tr>
<tr>
<td>MARA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>07/25/25</td>
<td>$19.50</td>
<td>$76.5K</td>
<td>4.4K</td>
<td>1.1K</td>
</tr>
<tr>
<td>BTBT</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/16/26</td>
<td>$5.00</td>
<td>$52.5K</td>
<td>16.5K</td>
<td>803</td>
</tr>
<tr>
<td>FSLR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>08/15/25</td>
<td>$180.00</td>
<td>$89.3K</td>
<td>11.4K</td>
<td>655</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These itemized elaborations have been created using the accompanying table. 
• For NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we notice a call option sweep that happens to be bullish, is expiring today. Parties traded 755 contract(s) at a $172.50 strike. This particular call needed to be split into 110 different trades to become filled. The total cost received by the writing party (or parties) was $92.4K, with a price of $127.0 per contract. There were 81726 open contracts at this strike prior to today, and today 42589 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, is expiring today. Parties traded 430 contract(s) at a $160.00 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 $77.1K, with a price of $176.0 per contract. There were 29167 open contracts at this strike prior to today, and today 16759 contract(s) were bought and sold. 
• For AAPL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), we notice a call option sweep that happens to be bearish, is expiring today. Parties traded 500 contract(s) at a $212.50 strike. This particular call needed to be split into 41 different trades to become filled. The total cost received by the writing party (or parties) was $27.5K, with a price of $55.0 per contract. There were 29790 open contracts at this strike prior to today, and today 11475 contract(s) were bought and sold. 
• For MSFT (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), we notice a call option sweep that happens to be bullish, is expiring today. Parties traded 159 contract(s) at a $510.00 strike. This particular call needed to be split into 13 different trades to become filled. The total cost received by the writing party (or parties) was $30.2K, with a price of $190.0 per contract. There were 33394 open contracts at this strike prior to today, and today 8541 contract(s) were bought and sold. 
• Regarding U (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/U#NYSE">U</a>), we observe a call option trade with bullish sentiment. It expires in 182 day(s) on January 16, 2026. Parties traded 97 contract(s) at a $65.00 strike. The total cost received by the writing party (or parties) was $25.8K, with a price of $267.0 per contract. There were 35005 open contracts at this strike prior to today, and today 3870 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 bearish, expiring in 14 day(s) on August 1, 2025. This event was a transfer of 1710 contract(s) at a $25.00 strike. This particular call needed to be split into 45 different trades to become filled. The total cost received by the writing party (or parties) was $75.4K, with a price of $44.0 per contract. There were 3813 open contracts at this strike prior to today, and today 1755 contract(s) were bought and sold. 
• For CIFR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CIFR#NASDAQ">CIFR</a>), we notice a call option sweep that happens to be bullish, expiring in 28 day(s) on August 15, 2025. This event was a transfer of 1425 contract(s) at a $8.00 strike. This particular call needed to be split into 18 different trades to become filled. The total cost received by the writing party (or parties) was $57.1K, with a price of $40.0 per contract. There were 7881 open contracts at this strike prior to today, and today 1507 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 neutral, expiring in 7 day(s) on July 25, 2025. This event was a transfer of 900 contract(s) at a $19.50 strike. This particular call needed to be split into 14 different trades to become filled. The total cost received by the writing party (or parties) was $76.5K, with a price of $85.0 per contract. There were 4410 open contracts at this strike prior to today, and today 1181 contract(s) were bought and sold. 
• Regarding BTBT (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BTBT#NASDAQ">BTBT</a>), we observe a call option sweep with bearish sentiment. It expires in 182 day(s) on January 16, 2026. Parties traded 500 contract(s) at a $5.00 strike. This particular call needed to be split into 13 different trades to become filled. The total cost received by the writing party (or parties) was $52.5K, with a price of $105.0 per contract. There were 16562 open contracts at this strike prior to today, and today 803 contract(s) were bought and sold. 
• Regarding FSLR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FSLR#NASDAQ">FSLR</a>), we observe a call option sweep with neutral sentiment. It expires in 28 day(s) on August 15, 2025. Parties traded 100 contract(s) at a $180.00 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 $89.3K, with a price of $895.0 per contract. There were 11447 open contracts at this strike prior to today, and today 655 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

BTBT

CIFR

FSLR

MARA

10 Information Technology Stocks Whale Activity In Today's Session

<a href="https://www.barrons.com/articles/american-express-earnings-stock-price-bdfca26c?mod=RTA" title="https://www.barrons.com/articles/american-express-earnings-stock-price-bdfca26c?mod=RTA">https://www.barrons.com/articles/american-express-earnings-stock-price-bdfca26c?mod=RTA</a>

'Intel Could Face a Short Squeeze and More Calls on Semi Stocks From Citi' - Barron's

<a target="_blank" href="https://www.benzinga.com/topic/semiconductors" rel="noreferrer noopener">AI chip companies</a>, including Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Advanced Micro Devices (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), Broadcom (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), Marvell Technology (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>), and Super Micro Computer (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>), had a rollercoaster week so far.
Ranging from the U.S. government&#8217;s trade policies, quarterly earnings of key semiconductor suppliers and more, while investors keep evaluating Washington&#8217;s tariff policies and sustained AI frenzy.
This week, Nvidia, Broadcom, AMD, and Supermicro gained 2-11% compared to the PHLX Semiconductor Index&#8217;s less than 1% gains. Marvell lost 2% this week.
This week&#8217;s market surge was driven by <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46412125/trumps-latest-move-on-ai-and-china-propels-chip-stocks" rel="noreferrer noopener">two key developments</a>: reports of the Trump administration&#8217;s $70 billion AI and energy investment plan and the U.S. lifting specific chip export restrictions to China.
Also Read: <a target="_blank" href="https://www.benzinga.com/analyst-stock-ratings/reiteration/25/07/46453723/why-nvidias-china-comeback-could-propel-its-stock-to-new-heights" rel="noreferrer noopener">Why Nvidia&#8217;s China Comeback Could Propel Its Stock To New Heights</a>
<h2 class="wp-block-heading">Semiconductor Policies</h2>
President Trump is set to unveil this initiative near Pittsburgh, which focuses on AI data centers, power generation, grid upgrades, and new workforce training. The plan aims to strengthen U.S. leadership in AI by attracting private investment, simplifying regulations, and fast-tracking project permits.
Senator David McCormick will host the event at Carnegie Mellon University. It will gather top executives from major companies, including BlackRock and Palantir. Blackstone President Jon Gray will also announce a $25 billion investment in data center and energy infrastructure expansion.
Reportedly,&nbsp;Nvidia has recently been allowed by the U.S. government to&nbsp;resume sales&nbsp;to China of its H20 AI chip.&nbsp;This is particularly significant because Nvidia took a $4.5 billion charge in the first quarter of this year due to the export ban on its H20 products to China, which was imposed on April 9.
<h2 class="wp-block-heading">Key Semiconductor Earnings</h2>
Key Nvidia supplier and contract chipmaker Taiwan Semiconductor Manufacturing (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) reported <a target="_blank" href="https://www.benzinga.com/markets/earnings/25/07/46462634/nvidia-supplier-taiwan-semiconductor-on-a-roll-profit-explodes-with-strong-margin-growth" rel="noreferrer noopener">second-quarter results</a> on Thursday that exceeded expectations, driven by strong global demand for advanced chips crucial for AI applications.
The stock gained close to 4% based on the results. The company posted net sales of $30.07 billion, up 38.6% year-over-year, and net income of $398.27 billion New Taiwanese dollars, reflecting a 60.7% increase from the previous year.
The company raised its third-quarter guidance, projecting revenue between $31.8 billion and $33.0 billion, surpassing analysts&#8217; estimates. Taiwan Semiconductor&#8217;s margin growth was impressive, with gross margins expanding by 540 basis points to 58.6% and operating margins rising by 710 basis points to 49.6%.
Strong demand for cutting-edge processor technologies, including 3-nm, 5-nm, and 7-nm chips, continues to drive the company&#8217;s growth.
However, chip equipment maker ASML Holding (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASML#NASDAQ">ASML</a>) <a target="_blank" href="https://www.benzinga.com/markets/equities/25/07/46438500/asml-stock-plunges-nearly-8-in-wednesday-pre-market-whats-going-on" rel="noreferrer noopener">plunged over 8%</a> Wednesday after it warned investors on its second-quarter results that the growth outlook for 2026 is uncertain due to rising macroeconomic and geopolitical challenges.
CEO Christophe Fouquet highlighted growing uncertainties, particularly from trade tensions and tariffs, although the fundamentals of its key AI customers remain strong.
Despite these concerns, ASML posted <a target="_blank" href="https://www.benzinga.com/markets/equities/25/07/46436723/trumps-tariff-threat-casts-shadow-over-asmls-2026-growth-plans-despite-strong-q2-ai-momentum" rel="noreferrer noopener">strong bookings of</a> $6.4 billion, exceeding consensus estimates of $5.6 billion. However, its third-quarter sales forecast, ranging from $8.6 billion-$9.2 billion, missed analyst expectations.
The company reported $8.9 billion in sales for second-quarter, surpassing estimates of $8.7 billion, with a profit of $2.66 billion, ahead of the expected $2.37 billion.
<h2 class="wp-block-heading">Recent Key Developments</h2>
Let&#8217;s look at some of the recent significant developments for the semiconductor companies this week.
Broadcom unveiled its new Tomahawk Ultra chip on Tuesday, designed to accelerate AI data processing by linking hundreds of chips in data centers. The chip directly competes with Nvidia&#8217;s NVLink Switch, but Broadcom&#8217;s offering can connect four times as many chips, using a faster version of Ethernet instead of a proprietary protocol.
While both chips aim to facilitate &#8220;scale-up&#8221; computing, Broadcom adapted the Tomahawk Ultra for AI applications, showcasing its potential as a viable alternative to Nvidia&#8217;s powerful GPUs.
Super Micro Computer <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46463670/supermicro-launches-new-ai-servers-with-intel-xeon-6-chips" rel="noreferrer noopener">announced on Wednesday</a> that it has started shipping new 4-socket servers designed to support large-scale database and enterprise applications.
These servers, powered by the latest Intel (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) Xeon processors, are optimized for demanding workloads like in-memory databases and scientific simulations, offering improved performance compared to previous models.
NVDA Price Action: NVDA stock is trading higher by 1.31% to $173.58 at last check Thursday.
Read Next:
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Photo via Shutterstock

Tech

ASML

MRVL

SMCI

Semiconductor Stocks React To Key Policies And Earnings

Digi Power X (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DGXX#NASDAQ">DGXX</a>) stock gained on Thursday after it announced it has signed a <a href="https://www.benzinga.com/pressreleases/25/07/g46463556/digi-power-x-acquires-supermicro-nvidia-b200-systems-to-launch-tier-3-neocloud-ai-infrastructure" target="_blank" rel="noreferrer noopener">definitive purchase order</a> with Super Micro Computer (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) to supply systems powered by Nvidia&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) latest B200 GPUs for its Tier 3 modular AI infrastructure, NeoCloud. 
These Supermicro systems, pre-qualified for the Blackwell B200 chips, will be deployed in Digi Power X&#8217;s proprietary ARMS 200 pods, with the first installation taking place at the company&#8217;s Alabama site. Operations are scheduled to begin in the fourth quarter of 2025.
CEO Michel Amar called the deal a turning point, noting it marks Digi Power X&#8217;s transition from infrastructure buildout to revenue generation. The company expects each megawatt of its Tier 3 AI infrastructure to generate recurring revenue through high-performance GPU cloud rentals via its NeoCloud portal.
Also Read: <a href="https://www.benzinga.com/trading-ideas/movers/25/07/46427157/why-is-supermicro-stock-surging-on-tuesday" target="_blank" rel="noreferrer noopener">Supermicro Stock Surges On Trump&#8217;s AI Push, Eased China Chip Curbs</a>
Digi Power X intends to finance its expansion using non-dilutive debt backed by AI compute revenue. It aims for full equity retention with a payback period of under three years. The company is working on its ARMS 300 platform, which will support Nvidia&#8217;s next-gen B300 chips. The plan is to deploy 55 megawatts of Tier 3 AI infrastructure by 2027. Following Alabama, additional deployments are planned in Upstate New York.
Super Micro Computer <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46463670/supermicro-launches-new-ai-servers-with-intel-xeon-6-chips" rel="noreferrer noopener">announced Wednesday that</a> it has started shipping its latest 4-socket servers designed for large-scale database and enterprise workloads. Powered by Intel&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) newest Xeon 6 processors with Performance-Cores, the servers are built to handle critical tasks like in-memory databases and scientific simulations that require high memory and low latency.
These new systems—part of Supermicro&#8217;s Data Center Building Block Solutions—offer significantly more performance than earlier 4-socket models. Businesses can now tap into up to 16TB of memory and run up to six double-width GPUs in a single machine, making them ideal for AI training, analytics, and virtualization, without the need to scale across multiple servers.
President Trump <a href="https://www.benzinga.com/markets/tech/25/07/46412125/trumps-latest-move-on-ai-and-china-propels-chip-stocks">plans to announce</a> close to $70 billion in AI and energy investments in Pennsylvania. The move coincides with the U.S. government&#8217;s move to ease certain chip export restrictions to China.
Price Actions: DGXX stock is up 14.2% at $3.53 premarket at last check Thursday. SMCI is down 0.09%.
Read Next:
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</ul>
Image: Shutterstock

DGXX

Digi Power X Stock Jumps After Deal With Supermicro To Roll Out Nvidia-Powered AI Systems

Super Micro Computer (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) <a href="https://www.benzinga.com/pressreleases/25/07/n46440954/supermicro-now-shipping-high-performance-4-socket-x14-servers-for-demanding-enterprise-database-an" target="_blank" rel="noreferrer noopener">announced on Wednesday</a> that it has begun shipping advanced 4-socket servers to support large-scale database and enterprise applications. 
These new systems, built with the latest Intel (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) Xeon 6 Processors with Performance-Cores (P-Cores), are CXL 2.0 ready and optimized for mission-critical workloads, in-memory databases, and scientific simulations that demand massive memory capacity and low-latency CPU performance.
As part of Supermicro&#8217;s Data Center Building Block Solutions (DCBBS), these servers deliver significantly higher performance than earlier 4-socket models.
Also Read: <a target="_blank" href="https://www.benzinga.com/analyst-stock-ratings/initiation/25/07/46325914/super-micro-remains-a-show-me-story-as-analysts-weigh-ai-growth-against-execution-risks" rel="noreferrer noopener">Super Micro Remains A &#8216;Show-Me Story&#8217; As Analysts Weigh AI Growth Against Execution Risks</a>
Enterprises can now access up to 16TB of memory and support for 6 double-width GPUs in a single system, ideal for applications like ERP, AI inferencing and training, analytics, and virtualization, without the complexity of scaling across multiple nodes.
Supermicro also secured SAP (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAP#NYSE">SAP</a>) HANA and Oracle (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) Linux certifications for these servers. Their extensive memory capacity allows enterprises to scale SAP and Oracle workloads vertically, within a single node, eliminating the latency issues tied to distributed processing. 
The 2U models support 2 GPUs, while the 4U versions handle up to 6 GPUs, enabling advanced AI capabilities integrated with enterprise databases.
Supermicro&#8217;s 4-socket servers simplify high-performance data center architecture and future-proof SAP, Oracle, and AI-powered enterprise deployments by combining compute, memory, and storage into a single instance.
Supermicro stock gained 75% year-to-date, topping the Nasdaq Composite index&#8217;s over 7%, backed by robust demand for its AI servers.
Supermicro and semiconductor peers <a href="https://www.benzinga.com/trading-ideas/movers/25/07/46427157/why-is-supermicro-stock-surging-on-tuesday" target="_blank" rel="noreferrer noopener">rallied this week</a> on news of Trump&#8217;s upcoming $70 billion AI and energy plan in Pennsylvania and the U.S. easing chip export rules to China. 
The initiative targets AI data centers, grid upgrades, and workforce training, while Blackstone&#8217;s Jon Gray is expected to announce a separate $25 billion data center push.
Price Action:&nbsp;SMCI shares were trading lower by 0.47% to $52.97 premarket at last check on Thursday.
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Photo via Shutterstock

ORCL

Supermicro Launches New AI Servers With Intel Xeon 6 Chips

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>BEARISH</td>
<td>07/18/25</td>
<td>$170.00</td>
<td>$45.4K</td>
<td>139.5K</td>
<td>109.0K</td>
</tr>
<tr>
<td>AMD</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>07/18/25</td>
<td>$155.00</td>
<td>$26.8K</td>
<td>22.4K</td>
<td>27.8K</td>
</tr>
<tr>
<td>INTC</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/25/25</td>
<td>$23.00</td>
<td>$335.4K</td>
<td>6.3K</td>
<td>9.9K</td>
</tr>
<tr>
<td>MSTR</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>07/18/25</td>
<td>$455.00</td>
<td>$35.7K</td>
<td>12.9K</td>
<td>7.5K</td>
</tr>
<tr>
<td>AAPL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>08/01/25</td>
<td>$210.00</td>
<td>$61.8K</td>
<td>8.5K</td>
<td>3.7K</td>
</tr>
<tr>
<td>MU</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$120.00</td>
<td>$38.5K</td>
<td>4.5K</td>
<td>3.0K</td>
</tr>
<tr>
<td>IREN</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>09/19/25</td>
<td>$20.00</td>
<td>$27.0K</td>
<td>17.2K</td>
<td>1.9K</td>
</tr>
<tr>
<td>BBAI</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/15/27</td>
<td>$17.00</td>
<td>$56.2K</td>
<td>9.8K</td>
<td>1.3K</td>
</tr>
<tr>
<td>CRWV</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>08/01/25</td>
<td>$140.00</td>
<td>$32.4K</td>
<td>355</td>
<td>1.0K</td>
</tr>
<tr>
<td>ORCL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>07/25/25</td>
<td>$232.50</td>
<td>$37.7K</td>
<td>1.1K</td>
<td>787</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• Regarding NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we observe a call option trade with bearish sentiment. It expires in 2 day(s) on July 18, 2025. Parties traded 200 contract(s) at a $170.00 strike. The total cost received by the writing party (or parties) was $45.4K, with a price of $227.0 per contract. There were 139595 open contracts at this strike prior to today, and today 109031 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 bullish, expiring in 2 day(s) on July 18, 2025. This event was a transfer of 103 contract(s) at a $155.00 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 $26.8K, with a price of $261.0 per contract. There were 22479 open contracts at this strike prior to today, and today 27801 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 call option sweep with bearish sentiment. It expires in 9 day(s) on July 25, 2025. Parties traded 3900 contract(s) at a $23.00 strike. This particular call needed to be split into 14 different trades to become filled. The total cost received by the writing party (or parties) was $335.4K, with a price of $86.0 per contract. There were 6322 open contracts at this strike prior to today, and today 9931 contract(s) were bought and sold. 
• Regarding MSTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>), we observe a call option trade with bearish sentiment. It expires in 2 day(s) on July 18, 2025. Parties traded 50 contract(s) at a $455.00 strike. The total cost received by the writing party (or parties) was $35.7K, with a price of $715.0 per contract. There were 12922 open contracts at this strike prior to today, and today 7554 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 16 day(s) on August 1, 2025. This event was a transfer of 100 contract(s) at a $210.00 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 $61.8K, with a price of $618.0 per contract. There were 8551 open contracts at this strike prior to today, and today 3752 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 bullish, expiring in 30 day(s) on August 15, 2025. This event was a transfer of 100 contract(s) at a $120.00 strike. This particular call needed to be split into 36 different trades to become filled. The total cost received by the writing party (or parties) was $38.5K, with a price of $385.0 per contract. There were 4568 open contracts at this strike prior to today, and today 3005 contract(s) were bought and sold. 
• Regarding IREN (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/IREN#NASDAQ">IREN</a>), we observe a call option sweep with bullish sentiment. It expires in 65 day(s) on September 19, 2025. Parties traded 141 contract(s) at a $20.00 strike. This particular call needed to be split into 16 different trades to become filled. The total cost received by the writing party (or parties) was $27.0K, with a price of $192.0 per contract. There were 17266 open contracts at this strike prior to today, and today 1975 contract(s) were bought and sold. 
• Regarding BBAI (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BBAI#NYSE">BBAI</a>), we observe a call option trade with bearish sentiment. It expires in 548 day(s) on January 15, 2027. Parties traded 250 contract(s) at a $17.00 strike. The total cost received by the writing party (or parties) was $56.2K, with a price of $225.0 per contract. There were 9826 open contracts at this strike prior to today, and today 1399 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 sweep with bearish sentiment. It expires in 16 day(s) on August 1, 2025. Parties traded 45 contract(s) at a $140.00 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 $32.4K, with a price of $720.0 per contract. There were 355 open contracts at this strike prior to today, and today 1017 contract(s) were bought and sold. 
• For ORCL (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>), we notice a call option sweep that happens to be bullish, expiring in 9 day(s) on July 25, 2025. This event was a transfer of 46 contract(s) at a $232.50 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 $37.7K, with a price of $820.0 per contract. There were 1149 open contracts at this strike prior to today, and today 787 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.

BBAI

CRWV

IREN

MSTR

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

Tesla, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) has experienced a wave of executive departures over the past year as CEO Elon Musk became involved in politics and the company <a href="https://www.benzinga.com/markets/tech/25/06/46132042/teslas-q2-sales-going-to-s-says-gary-black-after-tsla-north-america-and-europe-chief-omead-afshars-exit">suffered a downturn in sales.</a>
The company has experienced a high rate of executive turnover in the past as well, with notable waves of departures before 2024. 
Here&#8217;s a look at the most recent wave of departures and some notable executive exits from Tesla&#8217;s history. 
Read Next:<a href="https://www.benzinga.com/markets/large-cap/25/07/46426351/teslas-sales-turmoil-deepens-with-north-america-sales-chiefs-exit?utm_source=articleShare"> Tesla&#8217;s Sales Turmoil Deepens With North America Sales Chief&#8217;s Exit</a>
<h1 class="wp-block-heading">Key Recent Departures From Tesla (2024-Present Day)</h1>
The recent Tesla exodus has led to questions about the company&#8217;s ability to retain top talent and maintain its competitive edge, especially as it shifts focus toward robotics and autonomous driving while facing a downturn in its core automotive business. 
<ul class="wp-block-list">
<li>Troy Jones: Tesla's vice president of sales, service and delivery for North America, left the company in July 2025 after a 15-year tenure. His departure comes amid <a href="https://www.benzinga.com/markets/large-cap/25/07/46426351/teslas-sales-turmoil-deepens-with-north-america-sales-chiefs-exit">declining sales</a> and increased competition in Tesla's largest market<a href="https://electrek.co/2025/07/15/tesls-long-time-head-sales-north-america-out/" target="_blank" rel="noreferrer noopener"></a><a href="https://www.reuters.com/business/autos-transportation/teslas-top-north-american-sales-executive-leaves-wsj-reports-2025-07-15/" target="_blank" rel="noreferrer noopener"></a><a href="https://www.wsj.com/business/autos/tesla-troy-jones-north-american-sales-leaves-b2ac616d" target="_blank" rel="noreferrer noopener"></a><a href="https://finance.yahoo.com/news/tesla-loses-another-top-sales-181644077.html" target="_blank" rel="noreferrer noopener"></a>.</li>
<li>Omead Afshar: Formerly head of North American and European operations and a close confidant of Musk, Afshar was dismissed in June 2025. His exit is seen as a pivotal moment, highlighting governance challenges and a leadership vacuum at Tesla<a href="https://www.businessinsider.com/tesla-executives-who-left-company-elon-musk-layoffs-2024-5" target="_blank" rel="noreferrer noopener"></a><a href="https://www.ainvest.com/news/tesla-leadership-crisis-erosion-market-dominance-2506/" target="_blank" rel="noreferrer noopener"></a><a href="https://www.reuters.com/legal/transactional/tesla-executive-elon-musk-confidant-leaves-ev-maker-bloomberg-news-reports-2025-06-26/" target="_blank" rel="noreferrer noopener"></a><a href="https://www.ainvest.com/news/tesla-leadership-exodus-executive-chaos-derail-musk-vision-2507/" target="_blank" rel="noreferrer noopener"></a>.</li>
<li>Jenna Ferrua: Head of human resources in North America, recently exited, <a href="https://www.benzinga.com/markets/tech/25/06/46125266/thank-you-elon-musks-longtime-aide-reportedly-fired-days-after-public-praise">further contributing</a> to the leadership shakeup<a href="https://electrek.co/2025/07/15/tesls-long-time-head-sales-north-america-out/" target="_blank" rel="noreferrer noopener"></a>.</li>
<li>Milan Kovac: Led the Optimus humanoid<a href="https://www.benzinga.com/markets/tech/25/06/45826839/elon-musks-tesla-optimus-robot-program-head-milan-kovac-steps-down"> robot program</a>, left in June 2025, signaling technical and strategic challenges in Tesla's robotics ambitions<a href="https://www.reuters.com/business/autos-transportation/teslas-top-north-american-sales-executive-leaves-wsj-reports-2025-07-15/" target="_blank" rel="noreferrer noopener"></a><a href="https://www.ainvest.com/news/tesla-leadership-exodus-executive-chaos-derail-musk-vision-2507/" target="_blank" rel="noreferrer noopener"></a>.</li>
<li>Vineet Mehta: Top battery executive, departed in May 2025, raising concerns about Tesla's ability to maintain<a href="https://www.benzinga.com/analyst-ratings/analyst-color/22/11/29780161/elon-musks-successor-as-tesla-ceo-analyst-names-apple-ex-volkswagen-execs-among-lea"> its edge</a> in battery innovation<a href="https://www.reuters.com/business/autos-transportation/teslas-top-north-american-sales-executive-leaves-wsj-reports-2025-07-15/" target="_blank" rel="noreferrer noopener"></a><a href="https://www.ainvest.com/news/tesla-leadership-exodus-executive-chaos-derail-musk-vision-2507/" target="_blank" rel="noreferrer noopener"></a>.</li>
<li>Rebecca Tinucci: Senior director of supercharging, left in April 2024 along with her entire team, impacting Tesla's charging infrastructure relationships with other automakers<a href="https://www.businessinsider.com/tesla-executives-who-left-company-elon-musk-layoffs-2024-5" target="_blank" rel="noreferrer noopener"></a>.</li>
<li>Drew Baglino: Senior vice president and head of engineering and technology development for batteries, resigned <a href="https://www.benzinga.com/tech/25/01/43377716/tesla-employee-headcount-drops-after-april-layoff">in April 2024 </a>after 18 years at Tesla<a href="https://fortune.com/2024/04/23/tesla-elon-musk-ceo-executive-resign-earnings-call-electric-vehicle/" target="_blank" rel="noreferrer noopener"></a>.</li>
<li>Martin Viecha: Vice president of investor relations, left in April 2024, marking the third high-level exit in two weeks at that time<a href="https://fortune.com/2024/04/23/tesla-elon-musk-ceo-executive-resign-earnings-call-electric-vehicle/" target="_blank" rel="noreferrer noopener"></a>.</li>
<li>Rohan Patel: Vice president of public policy and business development, also left in early 2024<a href="https://fortune.com/2024/04/23/tesla-elon-musk-ceo-executive-resign-earnings-call-electric-vehicle/" target="_blank" rel="noreferrer noopener"></a>.</li>
</ul>
<h1 class="wp-block-heading">Notable Executive Departures (2016–2023)</h1>
A significant number of senior leaders have left Tesla often amid production challenges, regulatory scrutiny and questions about the company's long-term profitability. Some of the most prominent departures include:
<ul class="wp-block-list">
<li>Jon McNeill: President of global sales and services, left in February 2018 and became COO of Lyft, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LYFT#NASDAQ">LYFT</a>)</li>
<li>Eric Branderiz: Chief accounting officer, left in March 2018 and became CFO of Enphase Energy, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ENPH#NASDAQ">ENPH</a>)</li>
<li>Jim Keller: Head of autopilot hardware engineering, left in April 2018 and became head of silicon engineering at Intel Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>)</li>
<li>Sarah O&#8217;Brien: Vice president of communications, left in September 2018 and became vide president of executive communications for Facebook at Meta Platforms, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>)</li>
<li>JB Straubel: Chief technology officer, left in July 2019 and continued as an advisor to Tesla</li>
<li>Deepak Ahuja: Chief financial officer, left in March 2019 and retired</li>
<li>Sanjay Shah: Senior vice president of energy operations, left in September 2019 and joined Beyond Meat, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BYND#NASDAQ">BYND</a>) as COO.</li>
<li>Valerie Capers Workman: Head of human resources, left in 2022. Workman was one of Tesla's <a href="https://www.benzinga.com/news/21/10/23240246/how-tesla-is-responding-to-137m-jury-verdict-for-racism-in-workplace">most senior </a>Black executives and left to join Handshake as chief legal officer<a href="https://www.businessinsider.com/tesla-valerie-capers-workman-hr-boss-leaving-company-2022-1" target="_blank" rel="noreferrer noopener"></a>.</li>
<li>Zachary Kirkhorn: Chief financial officer, left in August 2023 with <a href="https://www.benzinga.com/analyst-ratings/analyst-color/23/08/33616867/why-did-tesla-cfo-quit-musk-cites-long-tour-of-duty-but-2-analysts-have-their-own-t">no public reason</a> given for his departure<a href="https://www.cnn.com/2023/08/07/business/tesla-cfo-resigns" target="_blank" rel="noreferrer noopener"></a>.</li>
</ul>
Tesla's history of executive turnover is not a recent phenomenon but a persistent feature of its corporate culture, reflecting both the intense demands of its mission and the challenges of working under Musk's leadership.
Read Next:&nbsp;
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/tech/25/07/46374434/joby-aviation-stock-goes-vertical-as-secret-massive-drone-achieves-9-hour-flight?utm_source=articleShare">Joby Aviation Stock Goes Vertical As Secret, Massive Drone Achieves 9-Hour Flight</a></li>
</ul>
Photo: Shutterstock

Large Cap

Management

Movers

Trading Ideas

BYND

ENPH

LYFT

TSLA

Tesla Leaders Take The Exit Lane: Where Have All The Execs Gone?

Intel's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NYSE">INTC</a>) short percent of float has risen 12.64% since its last report. The company recently reported that it has 128.33 million shares sold short, which is 2.94% of all regular shares that are available for trading. Based on its trading volume, it would take traders 1.41 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">List of the most shorted stocks</a>
<h3>Intel Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1752602433_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Intel has grown since its last report. This does not mean that the stock is going to fall in the near-term but traders should be aware that more shares are being shorted.
<h3>Comparing Intel's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>, Intel's peer group average for short interest as a percentage of float is 5.96%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Short Sellers

Short Ideas

Is the Market Bullish or Bearish on Intel?

UBS analyst Timothy Arcuri maintains Intel (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) with a Neutral and raises the price target from $21 to $25.

Price Target

Analyst Ratings

UBS Maintains Neutral on Intel, Raises Price Target to $25

<a target="_blank" href="https://www.benzinga.com/topic/tsmc" rel="noreferrer noopener">Taiwanese contract chipmaker</a> Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) announced on Friday that Vanessa Lee, its head of materials management, has resigned for personal reasons. The company confirmed <a target="_blank" href="https://www.taipeitimes.com/News/biz/archives/2025/07/12/2003840144" rel="noreferrer noopener">to</a> the Taipei Times that the leadership change takes effect on Sunday.
Cliff Hou, Taiwan Semiconductor&#8217;s senior vice president and deputy co-COO, will immediately take over the materials management division, which has already been under his supervision.
Lee, who joined Taiwan Semiconductor in 2022, rose quickly, becoming vice president in August 2023. She developed systems to forecast supplier demand and monitor supply chain performance. Taiwan Semiconductor credited her with helping the company navigate supply chain disruptions during the 2020 pandemic.
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46219423/taiwan-semiconductor-outperforming-the-market-shows-moatbut-it-comes-with-risk" rel="noreferrer noopener">Taiwan Semiconductor Outperforming The Market Shows Moat, But It Comes With Risk</a>
Before joining Taiwan Semiconductor, Lee held senior supply chain roles at Alphabet (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) Google, Apple (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), and Qualcomm (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>), gaining over a decade of experience in global sourcing and procurement.
Taiwan Semiconductor stock surged almost 17% year-to-date, topping the PHLX Semiconductor Index&#8217;s over 14% (whose components include Nvidia (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/nvda#NASDAQ">NVDA</a>) and Taiwan Semiconductor. The company reported <a href="https://www.benzinga.com/markets/tech/25/07/46338109/tsmc-reports-solid-half-year-revenue-june-sees-monthly-decline" target="_blank" rel="noreferrer noopener">second-quarter 2025</a> revenue of 933.79 billion New Taiwan dollars (about $31.9 billion), up from 839.25 billion ($25.5 billion) New Taiwan dollars in the first quarter. This marks a 38.6% year-over-year increase, surpassing the company&#8217;s guidance of $28.4 billion to $29.2 billion issued in April.
Bloomberg analyst Charles Shum credited the strong results to surging AI-related demand from chipmakers like Nvidia and growing outsourcing orders from Intel (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>). He noted that this momentum is helping offset weakness in the mobile and consumer electronics sectors, keeping Taiwan Semiconductor on track to achieve its 25% annual sales-growth target in U.S. dollars.
Shum added that operating margins may land near the lower end of guidance, around 47%, due to a weaker U.S. dollar.
Meanwhile, Taiwan Semiconductor is accelerating its U.S. expansion plans, reportedly shifting focus to American operations amid potential chip import tariffs from Washington.
Price Action:&nbsp;TSM stock is trading lower by 0.10% to $230.17 premarket at last check Monday.
Read Next:
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<li><a href="https://www.benzinga.com/markets/tech/25/07/46295574/nvidia-outpaces-market-with-ai-powered-growth" target="_blank" rel="noreferrer noopener">Nvidia Outpaces Market With AI-Powered Growth, Nears Record Highs</a></li>
</ul>
Photo via Shutterstock

Media

GOOGL

Taiwan Semiconductor's Top Supply Chain Executive Exits

Wall Street watched history unfold as Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) became the first company to hit a $4 trillion market cap, capping off a week of <a target="_blank" href="https://www.benzinga.com/trading-ideas/movers/25/07/46321541/nvidia-hits-4-trillion-market-cap-stock-surges-to-all-time-high" rel="noreferrer noopener">market-moving headlines.</a>
In a surprising diplomatic turn, U.S. Secretary of State Marco Rubio called recent talks with Chinese Foreign Minister Wang Yi &#8220;constructive,&#8221; stoking speculation of a Trump–Xi summit possibly <a target="_blank" href="https://www.benzinga.com/news/politics/25/07/46365654/xi-jinping-could-meet-trump-this-year-marco-rubio-says-after-very-constructive-talks-with-wang-yi-the-odds-are-high" rel="noreferrer noopener">taking place later this year.</a>
But optimism met friction as President Donald Trump announced that the United States will impose a&nbsp;50% tariff on all copper&nbsp;imports <a target="_blank" href="https://www.benzinga.com/markets/commodities/25/07/46339702/trumps-copper-tariff-echoes-through-global-mining-tunnels" rel="noreferrer noopener">starting August 1.</a>
Also Read: <a href="https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/07/46301947/defense-stocks-goldman-tax-bill-pentangon-spending" target="_blank" rel="noreferrer noopener">Pentagon&#8217;s $156-Billion Payday—These Defense Stocks Are Ready For Liftoff</a>
The decision threatens to disrupt a global supply chain for one of the key inputs for the American industry and a crucial commodity for the green technology transition.
That move, paired with a sweeping 25% tariff on goods from Japan and other Asian countries starting August 1, reignited fears of <a target="_blank" href="https://www.benzinga.com/markets/asia/25/07/46285151/trump-tariffs-japan-yen-etfs-market-reaction" rel="noreferrer noopener">escalating trade tensions.</a>
Amid the macroeconomic jitters and geopolitical headlines, several companies delivered key corporate updates that&nbsp;<a target="_blank" href="https://www.benzinga.com/markets" rel="noreferrer noopener">kept investors tuned in</a>.
Technology
Nvidia Corporation became the first company ever to reach a $4 trillion <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46326271/nvidia-breaks-4-trillion-barrier-benzinga-poll-predicted-it-first" rel="noreferrer noopener">market capitalization on Wednesday.</a>
Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) has filed an appeal against the €500 million ($586 million) fine imposed by the European Union (EU) over alleged anti-competitive<a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46290524/apple-fights-back-against-eus-586-million-fine-says-penalty-far-beyond-what-the-law-requires" rel="noreferrer noopener"> practices on its App Store</a>.
The iPhone maker is expected to join the growing list of smartphone companies&nbsp;with foldable smartphones&nbsp;with a new iPhone Fold<a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46356024/apples-foldable-iphone-could-land-in-2026-and-leave-samsung-playing-catch-up" rel="noreferrer noopener"> expected to launch next year.</a>
Apple&#8217;s massive $60+ billion cash pile is once again&nbsp;in the spotlight&nbsp;– and with rivals&nbsp;racing ahead in AI, investors are wondering: is it finally time for <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46348639/apple-acquisition-buzz-60-billion-cash-reserve" rel="noreferrer noopener">Apple to make a bold move?</a>
Intel Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) announced that it has separated its&nbsp;AI, robotics and biometric business into&nbsp;RealSense,&nbsp;an independent company. Intel also announced that RealSense has secured<a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46372526/intel-unleashes-realsense-new-ai-robotics-player-scores-huge-investment" rel="noreferrer noopener">&nbsp;$50 million in Series A funding</a>.
Meta Platforms, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) has reportedly acquired a&nbsp;minority stake&nbsp;in&nbsp;EssilorLuxottica, the French-Italian eyewear giant<a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46311405/mark-zuckerberg-led-meta-acquires-nearly-3-of-ray-ban-oakley-parent-essilorluxottica-in-3-5-billion-deal-report" rel="noreferrer noopener"> behind brands such as&nbsp;</a><a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46311405/mark-zuckerberg-led-meta-acquires-nearly-3-of-ray-ban-oakley-parent-essilorluxottica-in-3-5-billion-deal-report" rel="noreferrer noopener">Ray-Ban</a><a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46311405/mark-zuckerberg-led-meta-acquires-nearly-3-of-ray-ban-oakley-parent-essilorluxottica-in-3-5-billion-deal-report" rel="noreferrer noopener">&nbsp;and&nbsp;</a><a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46311405/mark-zuckerberg-led-meta-acquires-nearly-3-of-ray-ban-oakley-parent-essilorluxottica-in-3-5-billion-deal-report" rel="noreferrer noopener">Oakley.</a>
Microsoft Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>)&nbsp;reels from sweeping layoffs affecting&nbsp;9,100 employees, an&nbsp;Xbox&nbsp;executive&#8217;s suggestion to use AI chatbots for emotional support <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46268037/after-microsoft-lays-off-9100-workers-xbox-executive-tells-fired-workers-to-turn-to-ai-for-mental-health-help" rel="noreferrer noopener">has ignited fierce backlash online.</a>
MicroAlgo, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MLGO#NASDAQ">MLGO</a>) announced the development of a&nbsp;Grover-based quantum algorithm technology designed to find <a target="_blank" href="https://www.benzinga.com/markets/equities/25/07/46337681/microalgo-stock-rises-3-pre-market-on-quantum-algorithm-breakthrough" rel="noreferrer noopener">pure Nash equilibria in graphical games.</a>
ASML Holding N.V. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASML#NASDAQ">ASML</a>)&nbsp;has&nbsp;adjusted its inclusion&nbsp;and diversity targets in the U.S. to align with new regulations from <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46363788/asml-drops-us-diversity-goals-under-trumps-watch" rel="noreferrer noopener">the Trump administration.</a>
Artificial Intelligence
Elon Musk&#8217;s artificial intelligence startup&nbsp;xAI&nbsp;has launched Grok 4, positioning it as the world&#8217;s most powerful AI model according to benchmarks that show it outperforming&nbsp;OpenAI&#8217;s&nbsp;ChatGPT,&nbsp;Google&#8217;s&nbsp;Gemini, <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46335602/elon-musk-s-xai-launches-grok-4-with-phd-level-ai-debuts-in-300-month-supergrok-tier" rel="noreferrer noopener">and&nbsp;</a><a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46335602/elon-musk-s-xai-launches-grok-4-with-phd-level-ai-debuts-in-300-month-supergrok-tier" rel="noreferrer noopener">Anthropic&#8217;s</a><a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46335602/elon-musk-s-xai-launches-grok-4-with-phd-level-ai-debuts-in-300-month-supergrok-tier" rel="noreferrer noopener">&nbsp;</a><a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46335602/elon-musk-s-xai-launches-grok-4-with-phd-level-ai-debuts-in-300-month-supergrok-tier" rel="noreferrer noopener">Claude</a><a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46335602/elon-musk-s-xai-launches-grok-4-with-phd-level-ai-debuts-in-300-month-supergrok-tier" rel="noreferrer noopener">.</a>
OpenAI&nbsp;has finally completed its&nbsp;$6.5 billion acquisition&nbsp;of&nbsp;Jony Ive&#8217;s&nbsp;AI hardware startup&nbsp;io Products, officially bringing the former&nbsp;Apple&nbsp;design chief and his team into the fold to build a new generation of<a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46335969/openai-finalizes-6-5-billion-deal-to-acquire-jony-ives-ai-hardware-startup-heres-what-we-know-about-their-first-device" rel="noreferrer noopener"> AI-native devices.</a>
Automobiles
Ford Motor Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>)&nbsp;has announced a&nbsp;<a target="_blank" href="https://static.nhtsa.gov/odi/rcl/2025/RCLRPT-25V455-7716.pdf" rel="noreferrer noopener">recall</a>&nbsp;of more than 850,000 vehicles in the U.S. due to a faulty fuel system component that may cause <a target="_blank" href="https://www.benzinga.com/markets/large-cap/25/07/46338449/ford-recalls-over-850000-vehicles-due-to-stalling-engines" rel="noreferrer noopener">engines to stall while driving.</a>
Tesla, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>)&nbsp;has announced November 6 as the date for the company&#8217;s annual shareholder meeting amid mounting pressure from investors who are concerned about&nbsp;Elon Musk&#8217;s political ambitions and <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46359669/teslas-annual-shareholder-meeting-set-for-november-6th-dan-ives-says-elon-musks-pay-package-in-the-spotlight" rel="noreferrer noopener">mounting tensions with President&nbsp;</a><a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46359669/teslas-annual-shareholder-meeting-set-for-november-6th-dan-ives-says-elon-musks-pay-package-in-the-spotlight" rel="noreferrer noopener">Donald Trump</a><a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46359669/teslas-annual-shareholder-meeting-set-for-november-6th-dan-ives-says-elon-musks-pay-package-in-the-spotlight" rel="noreferrer noopener">.</a>
Tesla will expand the company&#8217;s Robotaxi service to Phoenix, Arizona, as the <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46361254/elon-musks-robotaxi-push-expands-to-phoenix-as-tesla-seeks-arizona-approval" rel="noreferrer noopener">Robotaxi race in the U.S. heats up.</a>
Nissan Motor Co., Ltd. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/NSANY#OTC">NSANY</a>)&nbsp;has reportedly opened negotiations with&nbsp;Honda Motor Company, Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HMC#NYSE">HMC</a>)&nbsp;to produce vehicles for its rival at a U.S. factory. Both companies seek ways to blunt the impact of upcoming<a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46363159/tariff-troubles-drive-nissan-honda-to-u-s-manufacturing-talks-report" rel="noreferrer noopener"> U.S. tariffs on Japanese-made autos.</a>
XPeng Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XPEV#NYSE">XPEV</a>)&nbsp;officially opened orders&nbsp;in Europe on Friday for its fully revamped G6 Ultra Smart Coupe SUV and G9 Ultra Smart Premium SUV, marking its latest move <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46362384/xpeng-brings-ultra-smart-ultra-fast-evs-to-europe" rel="noreferrer noopener">towards AI-driven electric mobility.</a>
Read now:
<a href="https://www.benzinga.com/news/25/07/46280221/vice-stocks-beat-esg-trump-2025" target="_blank" rel="noreferrer noopener">Guns, Booze, And Gambling Stocks Are Crushing ESG In Trump's America</a>
Image: Shutterstock

General

MLGO

NSANY

XPEV

Consumer Tech News (July 7–July 11): Nvidia Hits $4 Trillion, Japan Tariffs Rattle Markets, Hopes Rise For Trump–Xi Summit

The One Big, Beautiful Bill (OBBB) is now the law of the land, with President Trump taking a victory lap after <a href="https://www.benzinga.com/news/politics/25/07/46263434/trump-signs-sweeping-tax-and-spending-bill-that-cbo-says-will-add-3-3-trillion-to-us-deficit-cut-health-coverage-for-11-8-million-americans">signing the legislation into law</a> on July 4, 2025.
The new tax and regulatory policy in the bill is already sending huge ripples across the markets. Some <a href="https://www.benzinga.com/trading-ideas/movers/25/07/46368613/3-stocks-to-sell-now-that-trumps-big-beautiful-bill-is-law">sectors are falling</a>, as they&#8217;ve now lost the federal government&#8217;s favor.
New, significant tax benefits to long-term holders of stock in small businesses and startups are already changing investor behavior.
And, of course, a big new budget bill means plenty of big new winning stocks.
<h2 class="wp-block-heading">Meet Your One-Stop Command Center For Smarter Investing</h2>
Newsletters talk. Analysts argue. Talking heads on TV hype. Benzinga Edge does something different—it delivers. With real-time portfolio alerts, actionable stock ideas, and pro-grade tools…you get the complete investor's arsenal — ready to help you profit in any market. Get Your Edge <a href="https://www.benzinga.com/premium/ideas/benzinga-edge/?utm_campaign=commandcenter&amp;utm_adType=sponsorad&amp;utm_ad=RDweb071125">HERE</a> At A 43% New-Member Discount)
<h2 class="wp-block-heading">3 OBBB Stocks That May Already Be Striking Lightning </h2>
Drilling down into individual stocks that are expected to benefit from the new OBBB legislation involves examining industries favored by the legislation, such as semiconductors, manufacturing, and materials. Here are a few key sector stocks that are expected to benefit from the bill.
<h3 class="wp-block-heading">Intel Corp.</h3>
This rationale could apply to any chip manufacturer that&#8217;s playing nice with Uncle Sam, but semiconductors are an obvious favorite coming out of the new budget bill.
"The main benefit for semiconductor manufacturing in the OBBBA is a substantial increase in the tax credit for companies who break ground on new chip fabs before the end of 2026 &#8211; an increase from 25% to 35%," said Michael Bergines, wealth advisor at Prospero Wealth, in San Francisco, Cal. "This tax credit is uncapped and will be grandfathered in for all spending on projects begun in 2025."
The tax credit will primarily benefit companies that have already committed to US-based manufacturing, and this includes not only Intel (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) but also Micron (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>) and Taiwan Semiconductor (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>). 
Intel stands out as its shares have already risen 18% year-to-date and up 15.6% in the past month. That's significantly ahead of the computer and technology sector&#8217;s gain of 6.2% and the S&amp;P 500&#8217;s gain of 4.4%.
<h3 class="wp-block-heading">Lam Research</h3>
The OBBB also includes major funding for the artificial intelligence sector as the federal government continues to seek AI partners that expand American technology influence across the globe.
The legislation should boost U.S. semiconductor companies, such as Fremont, California-based Lam Research (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NASDAQ">LRCX</a>), which designs and manufactures semiconductor processing equipment used in the fabrication of integrated circuits. Bergines said the bill should "continue to help" semiconductor equipment companies like Lam, Applied Materials (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMAT#NASDAQ">AMAT</a>), and KLA Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KLAC#NASDAQ">KLAC</a>).
LCRX shares are up 39.9% so far in 2025, but should go higher with the budgetary winds at its back. Toshiya Hari, a Goldman Sachs tech analyst, launched coverage on Lam Research with a Buy on the stock and a target price of $115. It's trading at $101 as of July 10.
<h3 class="wp-block-heading">MP Material</h3>
At first glance, you may not think the OBBA applies to a company that engages in the production of rare earth specialty materials to the US military, and to billions of dollars of associated budget funding, but that's where MP Materials (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MP#NYSE">MP</a>) finds itself right now.
The Las Vegas-based materials company saw its share price bounce by 50% on July 10 after rolling out a multibillion-dollar public-private partnership with the U.S. Department of Defense to &#8220;dramatically accelerate the build-out of an end-to-end U.S. rare earth magnet supply chain and reduce foreign dependency.&#8221;
"We saw MP Material jump to a new high on news from the Pentagon," said Stephen Herbert Akin, founder at Akin Investments in Charleston, S.C. "The stock appears on our proprietary stock screener on June 9, 2025, at $25.51 per share. In less than a week, the stock traded up to $40, and yesterday it hit $48.01."
George Gianarikas, a Canaccord analyst, doubled his MP price target from $27 to $55 while maintaining a buy rating on the stock on Friday, July 11.
Editorial content from our expert contributors is intended to be information for the general public and not individualized investment advice. Editors/contributors are presenting their individual opinions and strategies, which are neither expressly nor impliedly approved or endorsed by Benzinga.
Photo: Shutterstock

Opinion

KLAC

LRCX

3 Stocks Set To Make Hay Under Trump's New Budget Bill

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>MSTR</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>07/11/25</td>
<td>$430.00</td>
<td>$50.0K</td>
<td>10.7K</td>
<td>35.6K</td>
</tr>
<tr>
<td>AMD</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/18/25</td>
<td>$145.00</td>
<td>$31.1K</td>
<td>18.8K</td>
<td>19.4K</td>
</tr>
<tr>
<td>ORCL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>07/18/25</td>
<td>$240.00</td>
<td>$28.8K</td>
<td>8.7K</td>
<td>5.5K</td>
</tr>
<tr>
<td>PLTR</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>07/18/25</td>
<td>$143.00</td>
<td>$94.8K</td>
<td>1.0K</td>
<td>4.5K</td>
</tr>
<tr>
<td>CRWV</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>07/18/25</td>
<td>$135.00</td>
<td>$196.5K</td>
<td>1.4K</td>
<td>4.0K</td>
</tr>
<tr>
<td>INTC</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/11/25</td>
<td>$23.00</td>
<td>$25.5K</td>
<td>10.2K</td>
<td>3.8K</td>
</tr>
<tr>
<td>CIFR</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>08/29/25</td>
<td>$4.50</td>
<td>$34.5K</td>
<td>0</td>
<td>1.7K</td>
</tr>
<tr>
<td>PANW</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$200.00</td>
<td>$54.2K</td>
<td>2.4K</td>
<td>1.6K</td>
</tr>
<tr>
<td>AAPL</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>08/01/25</td>
<td>$195.00</td>
<td>$48.0K</td>
<td>3.6K</td>
<td>1.6K</td>
</tr>
<tr>
<td>ACN</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>08/01/25</td>
<td>$265.00</td>
<td>$99.8K</td>
<td>88</td>
<td>802</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These itemized elaborations have been created using the accompanying table. 
• 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, is expiring today. Parties traded 200 contract(s) at a $430.00 strike. The total cost received by the writing party (or parties) was $50.0K, with a price of $250.0 per contract. There were 10796 open contracts at this strike prior to today, and today 35666 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 7 day(s) on July 18, 2025. This event was a transfer of 74 contract(s) at a $145.00 strike. This particular call needed to be split into 24 different trades to become filled. The total cost received by the writing party (or parties) was $31.1K, with a price of $421.0 per contract. There were 18819 open contracts at this strike prior to today, and today 19469 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 sweep with bullish sentiment. It expires in 7 day(s) on July 18, 2025. Parties traded 200 contract(s) at a $240.00 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 $28.8K, with a price of $144.0 per contract. There were 8734 open contracts at this strike prior to today, and today 5527 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 trade that happens to be bullish, expiring in 7 day(s) on July 18, 2025. This event was a transfer of 300 contract(s) at a $143.00 strike. The total cost received by the writing party (or parties) was $94.8K, with a price of $316.0 per contract. There were 1072 open contracts at this strike prior to today, and today 4516 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 trade that happens to be neutral, expiring in 7 day(s) on July 18, 2025. This event was a transfer of 673 contract(s) at a $135.00 strike. The total cost received by the writing party (or parties) was $196.5K, with a price of $292.0 per contract. There were 1475 open contracts at this strike prior to today, and today 4082 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 bearish, is expiring today. Parties traded 500 contract(s) at a $23.00 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 $25.5K, with a price of $51.0 per contract. There were 10272 open contracts at this strike prior to today, and today 3859 contract(s) were bought and sold. 
• For CIFR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CIFR#NASDAQ">CIFR</a>), we notice a put option sweep that happens to be bullish, expiring in 49 day(s) on August 29, 2025. This event was a transfer of 1380 contract(s) at a $4.50 strike. This particular put needed to be split into 29 different trades to become filled. The total cost received by the writing party (or parties) was $34.5K, with a price of $25.0 per contract. There were 0 open contracts at this strike prior to today, and today 1732 contract(s) were bought and sold. 
• Regarding PANW (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>), we observe a call option trade with bullish sentiment. It expires in 35 day(s) on August 15, 2025. Parties traded 175 contract(s) at a $200.00 strike. The total cost received by the writing party (or parties) was $54.2K, with a price of $310.0 per contract. There were 2473 open contracts at this strike prior to today, and today 1694 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 bullish, expiring in 21 day(s) on August 1, 2025. This event was a transfer of 400 contract(s) at a $195.00 strike. This particular put needed to be split into 6 different trades to become filled. The total cost received by the writing party (or parties) was $48.0K, with a price of $120.0 per contract. There were 3689 open contracts at this strike prior to today, and today 1662 contract(s) were bought and sold. 
• Regarding ACN (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ACN#NYSE">ACN</a>), we observe a put option sweep with bearish sentiment. It expires in 21 day(s) on August 1, 2025. Parties traded 644 contract(s) at a $265.00 strike. This particular put needed to be split into 33 different trades to become filled. The total cost received by the writing party (or parties) was $99.8K, with a price of $155.0 per contract. There were 88 open contracts at this strike prior to today, and today 802 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.

PANW

PLTR

Intel Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) announced on Friday that it has separated its AI, robotics and biometric business into RealSense, <a href="https://www.benzinga.com/trading-ideas/movers/25/07/46285029/intel-shares-tumble-on-sweeping-tariffs-ai-chip-curbs">an independent company. </a>
The Details: Intel also announced that RealSense has secured&nbsp;$50 million in Series A funding, according to <a href="https://www.cnbc.com/2025/07/11/intel-ai-robotics-realsense.html">CNBC</a>. 
The investment round includes backing from the MediaTek Innovation Fund and Intel Capital, the chipmaker's own venture arm, which is also being spun out. 
Read Next: <a href="https://www.benzinga.com/markets/tech/25/07/46369349/quantum-stock-watch-zenatechs-ai-drone-framework-microcloud-hologram-investments-make-waves?utm_source=articleShare">Quantum Stock Watch: ZenaTech&#8217;s AI-Drone Framework, MicroCloud Hologram Investments Make Waves</a>
RealSense focuses on developing&nbsp;robotic automation technologies&nbsp;and plans to use the new funding to create innovative products and meet increasing global demand.
Nadav Orbach, who previously led innovation at Intel, will become RealSense's CEO. 
He told CNBC that the timing is ideal for "physical AI," highlighting the growing opportunities and applications for robotics. 
Orbach said the company intends to launch new product lines in response to strong market demand.
The robotics sector is seeing a surge in investment as AI applications expand. Morgan Stanley estimates the market for humanoid robots could reach&nbsp;$5 trillion by 2050. 
Major tech companies, including Tesla, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) and Amazon.com, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) are heavily investing in automation and Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) CEO Jensen Huang has identified robotics as the company's next major opportunity after AI. 
Why It Matters: Intel has faced <a href="https://www.benzinga.com/markets/tech/25/07/46212727/intel-ceo-lip-bu-tan-weighs-ending-marketing-of-expensive-chip-manufacturing-as-losses-mount-and-rival-tsmc-surges-ahead-report">a difficult period</a>, including its worst stock performance in decades, leading to cost-cutting measures such as layoffs and the dismissal of its CEO. 
The company has also started selling off parts of its business, including a majority stake in its chip subsidiary Altera.
RealSense was originally founded more than 10 years ago as Intel Perceptual Computing, with a focus on 3D vision technology. Its first product was launched in 2015.
RealSense employs about 130 people across the U.S., Israel, and China, and supplies technology to autonomous robot makers like Eyesynth and Unitree Robotics. 
Orbach emphasized that RealSense is committed to improving industry safety tools and delivering user-friendly technology. Intel will keep a minority stake in the new company<a href="https://www.cnbc.com/2025/07/11/intel-ai-robotics-realsense.html" target="_blank" rel="noreferrer noopener"></a>.
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Image: Shutterstock&nbsp;

AMZN

Intel Unleashes RealSense—New AI, Robotics Player Scores Huge Investment

Deep-pocketed investors have adopted a bullish approach towards Intel (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in INTC usually suggests something big is about to happen.
We gleaned this information from our observations today when Benzinga's options scanner highlighted 25 extraordinary options activities for Intel. This level of activity is out of the ordinary.
The general mood among these heavyweight investors is divided, with 72% leaning bullish and 28% bearish. Among these notable options, 4 are puts, totaling $225,542, and 21 are calls, amounting to $1,255,133.
<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 $10.0 to $40.0 for Intel during the past quarter. 
<h3>Insights into Volume &amp; Open Interest</h3>
Assessing the volume and open interest is a strategic step in options trading. These metrics shed light on the liquidity and investor interest in Intel's options at specified strike prices. The forthcoming data visualizes the fluctuation in volume and open interest for both calls and puts, linked to Intel's substantial trades, within a strike price spectrum from $10.0 to $40.0 over the preceding 30 days.
<h3>Intel Call and Put Volume: 30-Day Overview</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1752249656_0.png" alt="Options Call Chart" />
<h3>Biggest Options Spotted:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>INTC</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>07/18/25</td>
<td>$1.0</td>
<td>$0.98</td>
<td>$1.0</td>
<td>$22.50</td>
<td>$312.0K</td>
<td>11.3K</td>
<td align="right">152</td>
</tr>
<tr>
<td>INTC</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>07/11/25</td>
<td>$2.36</td>
<td>$2.31</td>
<td>$2.35</td>
<td>$21.00</td>
<td>$129.2K</td>
<td>2.6K</td>
<td align="right">613</td>
</tr>
<tr>
<td>INTC</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>10/17/25</td>
<td>$3.85</td>
<td>$3.8</td>
<td>$3.8</td>
<td>$26.00</td>
<td>$98.0K</td>
<td>3.1K</td>
<td align="right">299</td>
</tr>
<tr>
<td>INTC</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/16/26</td>
<td>$1.78</td>
<td>$1.76</td>
<td>$1.76</td>
<td>$28.00</td>
<td>$87.8K</td>
<td>38.1K</td>
<td align="right">664</td>
</tr>
<tr>
<td>INTC</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$1.64</td>
<td>$1.5</td>
<td>$1.64</td>
<td>$23.00</td>
<td>$57.0K</td>
<td>15.9K</td>
<td align="right">0</td>
</tr>
</tbody>
</table>

<h3>About Intel</h3>
Intel is a leading digital chipmaker, focused on the design and manufacturing of microprocessors for the global personal computer and data center markets. Intel pioneered the x86 architecture for microprocessors and was the prime proponent of Moore's law for advances in semiconductor manufacturing. Intel remains the market share leader in central processing units in both the PC and server end markets. Intel has also been expanding into new adjacencies, such as communications infrastructure, automotive, and the Internet of Things. Further, Intel expects to leverage its chip manufacturing capabilities into an outsourced foundry model where it constructs chips for others.
In light of the recent options history for Intel, it's now appropriate to focus on the company itself. We aim to explore its current performance.
<h3>Present Market Standing of Intel</h3>
<ul>
<li>Currently trading with a volume of 18,995,096, the INTC's price is down by -1.66%, now at $23.43. </li>
<li>RSI readings suggest the stock is currently may be approaching overbought.</li>
<li>Anticipated earnings release is in 13 days.</li>
</ul>
<h3>Professional Analyst Ratings for Intel</h3>
Over the past month, 2 industry analysts have shared their insights on this stock, proposing an average target price of $23.5.
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; An analyst from Mizuho persists with their Neutral rating on Intel, maintaining a target price of $23. 
&#x2A; An analyst from Citigroup has decided to maintain their Neutral rating on Intel, which currently sits at a price target of $24. 
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 Intel, <a href="https://www.benzinga.com/pro/">Benzinga Pro</a> gives you real-time options trades alerts.

Markets

This Is What Whales Are Betting On Intel

ASML Holding (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASML#NASDAQ">ASML</a>) has <a href="https://www.benzinga.com/topic/semiconductor" target="_blank" rel="noreferrer noopener">adjusted its inclusion</a> and diversity targets in the U.S. to align with new regulations from the Trump administration.
This decision comes as the administration has imposed penalties on certain diversity, equity, and inclusion (DEI) initiatives, deeming them discriminatory and detrimental to merit-based systems.
Despite these changes in the U.S., ASML&#8217;s diversity and key performance targets will remain in effect for all other markets. The company&#8217;s primary DEI goals include increasing women in senior leadership to 14% by 2026 and targeting 24% representation of women in new hires and promotions by 2025.
Also Read: <a target="_blank" href="https://www.benzinga.com/news/global/25/05/45570606/asml-bets-big-on-high-powered-chip-tools-as-taiwan-semiconductor-intel-micron-line-up" rel="noreferrer noopener">ASML Bets Big On High-Powered Chip Tools As Taiwan Semiconductor, Intel, Micron Line Up</a>
The U.S. constitutes a significant portion of ASML&#8217;s global workforce, with 8,480 full-time equivalent employees out of a total of 44,027, as cited by Reuters from the company&#8217;s latest annual report.
Even with the policy shift, the chip equipment manufacturer affirmed to Reuters its continued commitment to hiring the most qualified candidates based on their merit.
This development follows previous restrictions imposed by Washington, which have prevented companies like ASML and Taiwan Semiconductor Manufacturing (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) from exporting advanced semiconductor technology to China, citing national security concerns. Additionally, the Trump administration&#8217;s tariff policies have spurred these companies to bolster their manufacturing presence within the U.S.
ASML&#8217;s stock has shown strong performance this year, surging 16% year-to-date and outperforming the Nasdaq 100&#8217;s 9% close. The Netherlands-based company is a leader in developing <a target="_blank" href="https://www.benzinga.com/markets/tech/25/06/46110746/dutch-giant-asml-unveils-plans-for-next-gen-chip-tech" rel="noreferrer noopener">advanced lithography machines</a> crucial for next-generation chip production.
In a forward-looking move, Executive Vice President Jos Benschop stated that ASML and its exclusive optics partner, Carl Zeiss, are exploring designs for single-exposure circuit printing at 5-nanometer resolution. This advanced technology is aimed at meeting industry demands starting around 2035.
However, the adoption of ASML&#8217;s <a target="_blank" href="https://www.benzinga.com/markets/tech/25/06/46110746/dutch-giant-asml-unveils-plans-for-next-gen-chip-tech" rel="noreferrer noopener">high numerical aperture</a> (NA) machines for advanced chip nodes is still being evaluated by chipmakers such as Taiwan Semiconductor.
Due to the substantial costs involved, Kevin Zhang from Taiwan Semiconductor has indicated that these high-NA EUV tools would not be used for the A16 node, with the company preferring lower-NA EUV solutions.
In contrast, Intel (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) plans to incorporate high-NA EUV machines for its 14A process, aiming to boost its foundry business, though it may also continue to offer older technologies to its customers.
Analyst sentiment towards ASML remains positive, with fourteen analysts setting a <a target="_blank" href="https://www.benzinga.com/quote/ASML/analyst-ratings" rel="noreferrer noopener">consensus price target</a> of $836.71. Notably, JP Morgan issued the highest target of $1,100 on January 30, 2025. More recent targets from Wells Fargo and Susquehanna average $898.33, suggesting a potential 13.42% upside from current levels.
Price Action: ASML stock is trading lower by 0.65% to $796.86 premarket at last check Friday.
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</ul>
Image via Shutterstock

Government

Regulations

ASML Drops US Diversity Goals Under Trump's Watch

An investor recently posed a simple but striking question in Reddit&#8217;s <a href="https://www.reddit.com/r/stocks/comments/1ltmuuz/boring_stocks_with_techlike_returns/">r/stocks</a> forum: What are the &#8220;&#8216;boring&#8217; stocks with tech-like returns?&#8221;
&#8220;Everybody is chasing the next AI hype,&#8221; they said, mentioning companies like Palantir (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>), Rocket Lab&nbsp; (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RKLB#NASDAQ">RKLB</a>) and even semiconductors. When someone mentions semiconductors, they typically refer to companies that design or manufacture these chips, like Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Advanced Micro Devices (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), or Intel (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>).&nbsp;
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<li>$100k+ in investable assets? <a href="https://www.benzinga.com/money/wiseradvisor-retirement-planning">Match with a fiduciary advisor for free to learn how you can maximize your retirement and save on taxes</a> – no cost, no obligation.</li>
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<h2 class="wp-block-heading">Investors Are Digging Into Industrial, Insurance And Grocery Stocks</h2>
Plenty of Reddit users responded with names most mainstream investors overlook. These weren't meme stocks or hot IPOs, but legacy industrials, auto parts retailers, and HVAC firms.
&#8220;Before the most recent sell-off Berkshire was at 194% in 5 years,&#8221; one investor noted about Berkshire Hathaway (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRK#NYSE">BRK</a>, BRK.B)). &#8220;Sitting at 165% right now. Better than all the Mag 7 except Nvidia and Meta (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>). Boring as hell and doing rock solid.&#8221;
Several mentioned Parker-Hannifin (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PH#NYSE">PH</a>), which <a href="https://www.benzinga.com/insights/news/25/07/46255383/1000-invested-in-parker-hannifin-10-years-ago-would-be-worth-this-much-today">specializes in motion and control technologies</a>. Others highlighted <a href="https://www.benzinga.com/insights/news/25/07/46226856/heres-how-much-100-invested-in-ingersoll-rand-5-years-ago-would-be-worth-today">Ingersoll Rand</a> (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IR#NYSE">IR</a>), <a href="https://www.benzinga.com/insights/analyst-ratings/25/07/46209128/breaking-down-eaton-corp-16-analysts-share-their-views">Eaton Corp.</a> (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ETN#NYSE">ETN</a>), and <a href="https://www.benzinga.com/insights/analyst-ratings/25/07/46210208/breaking-down-trane-technologies-11-analysts-share-their-views">Trane Technologies</a> (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TT#NYSE">TT</a>) as industrials that quietly beat the S&amp;P 500 over long periods.
One user summed up the appeal by asking: &#8220;How many people on the planet took a sh&#x2A;t this morning, and/or turned on the heat or AC?&#8221; The message: boring businesses that keep infrastructure running are everywhere, and often profitable.
Trending: BlackRock is calling 2025 the year of alternative assets. <a href="https://www.benzinga.com/money/masterworks">One firm from NYC has quietly built a group of 60,000+ investors who have all joined in on an alt asset class previously exclusive to billionaires like Bezos and Gates.</a>
Another favorite was Comfort Systems USA (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FIX#NYSE">FIX</a>), which installs HVAC systems. One investor called it &#8220;very well-performing&#8221; and compared it to IES Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/IESC#NASDAQ">IESC</a>), which has <a href="https://www.benzinga.com/insights/news/25/06/46009433/100-invested-in-ies-hldgs-10-years-ago-would-be-worth-this-much-today">outperformed the market</a> over the past 10 years by 32.69% on an annualized basis, producing an average annual return of 43.61%.
Comfort Systems itself has <a href="https://www.benzinga.com/insights/news/25/06/45895599/heres-how-much-you-would-have-made-owning-comfort-systems-usa-stock-in-the-last-5-years">outperformed the market</a> over the past five years by more than 51% on an annualized basis, producing an average annual return of 65.31%.
&#8220;I inherited FIX which had done VERY well,&#8221; one user said. &#8220;But I sold it for very petty and personal reasons lol.&#8221;
Casey's General Stores (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CASY#NASDAQ">CASY</a>), a convenience store chain with more than 2,900 locations, was called out as a quiet outperformer. One Reddit investor wrote: &#8220;It has a better 5-year return than Tesla (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) and it pays a dividend.&#8221;
Fair Isaac Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FICO#NYSE">FICO</a>), the company behind FICO credit scores, was another standout. It has soared 352% over the last five years.
AutoZone (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AZO#NYSE">AZO</a>) and O&#8217;Reilly Automotive (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ORLY#NASDAQ">ORLY</a>) also earned praise for delivering steady gains while operating in a no-glamour sector.
See Also: <a href="https://www.benzinga.com/money/gbr-savings-by-age">If You're Age 35, 50, or 60: Here&#8217;s How Much You Should Have Saved Vs. Invested By Now</a>
<h2 class="wp-block-heading">Canadian And European Names Enter The Chat</h2>
Dollarama, Canada's version of Dollar Tree (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DLTR#NASDAQ">DLTR</a>), has surged over 300% in the past five years. Nutrien, the world&#8217;s top potash supplier, is up 92% over that span.
Some mentioned European companies like Rheinmetall, a German <a href="https://www.benzinga.com/trading-ideas/25/03/44235106/6-defense-stocks-to-watch-after-trump-halts-weapons-shipments-to-ukraine">defense stock</a> up 2,200% in five years. Others nodded to Fairfax Financial, a Canadian insurer with a 500% return in five years.
<h2 class="wp-block-heading">Steady Can Still Win</h2>
While the tech crowd continues to ride waves of speculation, some long-term investors are betting on plumbing, autoparts, fertilizer, and insurance. As one investor in the thread put it, &#8220;Unless we have Armageddon tomorrow, yes, absolutely&#8221; these companies are still worth buying.
Read Next: Over the last five years, the price of gold has increased by approximately 83% — Investors like Bill O&#8217;Reilly and Rudy Giuliani are using this platform to <a href="https://www.benzinga.com/money/american-hartford-gold">create customized gold IRAs to help shield their savings from inflation and economic turbulence.&nbsp;</a>
Image: Shutterstock

CASY

DLTR

FICO

IESC

ORLY

RKLB

'Everybody Is Chasing The Next AI Hype,' Says Investor. But They're Asking: What Are The Boring Stocks With 'Tech-Like Returns?'

Mobileye Global Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MBLY#NASDAQ">MBLY</a>) shares are trading lower Thursday after the company announced a secondary offering of <a href="https://www.benzinga.com/pressreleases/25/07/b46334791/mobileye-announces-pricing-of-secondary-offering-of-shares-of-class-a-common-stock-concurrent-repu">50 million shares</a>.
What Happened: Mobileye priced a secondary offering of 50 million shares by an Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) subsidiary at $16.50 per share. The wholly owned Intel subsidiary, Intel Overseas Funding Corp, also granted the underwriters a 30-day option to purchase up to an additional 7.5 million shares of Mobileye Class A common stock.
The offering is expected to close on July 11. Upon closing, the Intel subsidiary plans to convert an additional 50 million shares of Mobileye&#8217;s Class B common stock into Class A common stock. 
Concurrent with the closing, Mobileye agreed to repurchase approximately 6.23 million shares at the same price being paid by the underwriters of the offering. Mobileye is not selling any shares in the offering and will not receive any proceeds.
Mobileye said earlier this week that it expects second-quarter revenue to be in the range of $502 million to $506 million versus estimates of $463.26 million, according to <a href="http://pro.benzinga.com">Benzinga Pro</a>. The company scheduled its second-quarter results for before the market open on July 24. 
<h3 class="wp-block-heading">How To Buy MBLY Stock</h3>
By now you're likely curious about how to participate in the market for Mobileye Global &#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.
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.
MBLY Price Action: <a href="http://benzinga.com/quote/mbly">Mobileye shares</a> were down 3.49% at $16.72 at the time of publication Thursday, according to <a href="http://pro.benzinga.com">Benzinga Pro</a>.
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Arm Sees 14-Fold Growth In Data Center Customers Since 2021 Amid Strategic Expansion To PC Market: Report

Amazon.com (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) and Amazon Web Services (AWS) announced on Wednesday that they have designed <a href="https://www.benzinga.com/topic/artificial-intelligence" target="_blank" rel="noreferrer noopener">the P6e-GB200 UltraServers</a> to meet the skyrocketing compute demands driven by the latest advancements in generative AI, including trillion-parameter foundation models, reasoning systems, and agentic AI.
AWS has engineered custom hardware to cool next-generation Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) GPUs used <a target="_blank" href="https://aws.amazon.com/blogs/machine-learning/aws-ai-infrastructure-with-nvidia-blackwell-two-powerful-compute-solutions-for-the-next-frontier-of-ai/" rel="noreferrer noopener">in AI workloads</a>.
Recognizing the high energy demands of Nvidia&#8217;s latest chips, AWS decided not to wait and build new liquid-cooled data centers.
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/large-cap/25/05/45702458/amazon-expands-global-data-centers-boosts-access-to-nvidia-ai-chips-for-cloud-customers" rel="noreferrer noopener">Amazon Expands Global Data Centers, Boosts Access To Nvidia AI Chips For Cloud Customers</a>
Instead, its engineers developed the In-Row Heat Exchanger (IRHX)—a solution that integrates with existing and new data centers to manage heat from dense GPU configurations, CNBC <a href="https://www.cnbc.com/2025/07/09/amazon-web-services-builds-heat-exchanger-to-cool-nvidia-gpus-for-ai.html" target="_blank" rel="noreferrer noopener">reported</a> Wednesday.
These UltraServers feature up to 72 Nvidia Blackwell GPUs, all interconnected using fifth-generation Nvidia NVLink, allowing the GPUs to operate as a single, unified compute system.
Dave Brown, AWS VP of Compute and Machine Learning Services explained that off-the-shelf cooling options couldn&#8217;t meet the demands of Nvidia&#8217;s GB200 NVL72 systems, which pack 72 Blackwell GPUs into a single rack. Traditional air cooling was sufficient for previous GPU generations, but AWS had to innovate to keep pace with the increased compute intensity of today&#8217;s systems.
AWS now offers this infrastructure through its P6e instances, providing customers with the performance required to train and deploy large-scale AI models with advanced thermal support.
Microsoft (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) and CoreWeave (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>) have previously offered computing clusters built on Nvidia&#8217;s GB200 NVL72 architecture.
In March, Intel (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) <a target="_blank" href="https://www.benzinga.com/25/03/44532855/intels-superfluid-cooling-tech-possibly-suitable-for-nvidias-gb300-chips-says-expert-amid-intcs-efforts-to-secure-commitments-for-foundry-services" rel="noreferrer noopener">positioned its SuperFluid cooling</a> technology as a strong contender for managing the heat generated by Nvidia&#8217;s high-powered GB300 AI chips.
Launched in 2023, SuperFluid has reportedly passed verification tests showing it can handle thermal loads up to 1,500 watts, surpassing the 1,400-watt consumption expected from Nvidia&#8217;s Blackwell Ultra GB300 chips.
In June, AI server company Super Micro Computer (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) expanded its <a target="_blank" href="https://www.benzinga.com/markets/tech/25/06/45881923/supermicro-teams-up-with-nvidia-to-supercharge-europes-ai-factories-with-powerful-server-solutions" rel="noreferrer noopener">liquid-cooled AI server solutions</a> for Nvidia&#8217;s Blackwell architecture into the European market.
The company introduced over 30 solution stacks for Nvidia HGX B200, GB200 NVL72 and RTX PRO 6000 Blackwell deployments, helping enterprises speed up AI factory rollouts.
Supermicro is scaling its portfolio with new liquid-cooled systems, including a 4U front I/O HGX B200 server powered by its DLC-2 technology. These systems enable customers to run high-density AI workloads while maintaining thermally efficient systems.
By working closely with Nvidia, Supermicro is also preparing to support next-generation Blackwell Ultra chips, such as the GB300 NVL72 and HGX B300, later this year.
Price Action: AMZN stock was down 0.34% at $221.79 premarket as of the last check on Thursday. NVDA is up 0.85%.
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Photo: Shutterstock

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