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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.

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Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) just did the unimaginable: it leaped over Microsoft to become the most valuable company in the world on Thursday, with a market capitalization crossing $3.7 trillion. But as the chipmaker solidifies its position as the foundation of the AI era, one segment of Wall Street is somewhat lagging behind — <a href="https://www.benzinga.com/etfs">semiconductor ETFs</a>.
Despite Nvidia&#8217;s historical rise, some of the largest ETFs that follow the semiconductor space are still predominantly weighted toward legacy chipmakers —companies that dominated the PC and mobile era, but whose trajectories are now threatened by the AI revolution.
Also Read: <a href="https://www.benzinga.com/etfs/sector-etfs/25/05/45574690/nvidia-amd-and-the-ai-arms-race-3-explosive-etfs-to-watch-right-now">Nvidia, AMD And The AI Arms Race: 3 Explosive ETFs To Watch Right Now</a>
<h2 class="wp-block-heading">Not All Chip ETFs Are Built For The AI Race</h2>
Take a look at the two heavyweights: the VanEck Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMH#NASDAQ">SMH</a>) and the iShares Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOXX#NASDAQ">SOXX</a>). Both have seen strong returns, thanks in large part to Nvidia's outperformance, but scratch beneath the surface, and you'll notice they still allocate sizable weight to companies like Intel (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), Texas Instruments (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TXN#NASDAQ">TXN</a>), and Qualcomm (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>), which haven't benefited nearly as much from the AI arms race.
SMH, for example, has Nvidia at about 20.5%, and Intel continues to hold on to a healthy 3.7% of the portfolio in spite of its failure to gain ground in the GPU segment. SOXX&#8217;s own positioning is similarly slanted — Nvidia is a top holding, but legacy companies comprise a bigger-than-anticipated portion of the roster.
<h2 class="wp-block-heading">AI Winners Vs. Legacy Players</h2>
Here&#8217;s the irony: Nvidia&#8217;s success is being fueled to a great extent by hyperscalers such as Microsoft, Amazon, Meta, and Alphabet — firms which are building out AI infrastructure at a very fast clip. That demand, in turn, is fueling interest in AI-focused semiconductors — GPUs, networking processors, model-training memory, optimized memory, and even the tailor-made AI chips manufactured by companies such as Broadcom and Marvell Technology.
But most broad semiconductor ETFs still portray an outdated vision of the industry, one still led by general-purpose computing and consumer hardware cycles, rather than AI computing.
<h2 class="wp-block-heading">The ETF Innovators Catching On</h2>
There are some ETFs that have turned. The Invesco PHLX Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOXQ#NASDAQ">SOXQ</a>) and the SPDR S&amp;P Semiconductor ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XSD#NYSE">XSD</a>) do it differently. XSD is equal-weighted, reducing Nvidia&#8217;s weighting but offering a more equalized reflection of the sector, including newer or niche companies such as Ambarella (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMBA#NASDAQ">AMBA</a>) and Advanced Micro Devices&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), which are also being boosted by AI-related trends.
And then there are thematic ETFs such as the Roundhill Generative AI ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CHAT#NYSE">CHAT</a>), not semiconductor pure plays, but more representative of next-generation AI infrastructure, including semis that actually underpin the boom.
<h2 class="wp-block-heading">The Concentration Conundrum</h2>
Nvidia&#8217;s ascent has also brought a novel challenge: the risk of concentration. SMH and SOXX each have more than one-fifth of their portfolios invested in a single stock, a fantastic ride on the way up, but potentially perilous if attitudes reverse.
That risk is aggravated by underperformance from other holdings. Intel, for example, has fallen about 27% in the past year. So while the front-page ETF returns appear solid, they&#8217;re disproportionately reliant on a single ticker.
<h2 class="wp-block-heading">Time For A Chip ETF Makeover?</h2>
Investors betting on the future of semiconductors might need to rethink their exposure. In an AI-dominated world, chipmakers are no longer a monolith, and ETFs that treat them as such may underdeliver.
As Nvidia continues to achieve milestones and propel the AI ecosystem forward, the question for ETF issuers is simple: Will they adapt for the AI age, or continue playing the greatest hits of the previous chip cycle?
Read Next: 
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<li><a href="https://www.benzinga.com/etfs/new-etfs/25/06/46147754/goldman-just-launched-two-new-bond-etfs-heres-why-investors-should-pay-attention">Goldman Just Launched Two New Bond ETFs; Here&#8217;s Why Investors Should Pay Attention</a></li>
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ETFs

AMBA

CHAT

LSCC

QCOM

SOXQ

iShares PHLX SOX Semiconductor Sector Index Fund

SOXX

Nvidia Just Became The World's Most Valuable Stock; Is It Time For A Semiconductor ETF Rethink?

With a <a href="https://www.benzinga.com/trading-ideas/movers/25/06/46082397/oil-prices-tumble-as-israel-iran-ceasefire-takes-shape-for-now">tenuous ceasefire</a> between Israel and Iran still in place, Wall Street's attention is shifting toward the other contentious geopolitical issue: frayed relations between the U.S. and China. Earlier this year, President Donald Trump sent shockwaves across the global community by launching a series of tariffs, which continues to <a href="https://www.benzinga.com/markets/tech/25/06/46109160/japans-top-trade-negotiator-calls-trumps-25-auto-tariffs-unacceptable-amid-ongoing-talks">cloud trade relations</a>. However, the administration has also signaled an unwillingness to rock the boat unnecessarily, which may bode well for chipmaker Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>).
Presently, Intel occupies an unenviable position. While INTC stock may be up nearly 12% — and thus handily beating the benchmark Nasdaq Composite, which is up only 4% during the same frame — this performance can't overlook the broader volatility. Over the past 52 weeks, INTC slipped roughly 27%, reflecting the consequences of various missteps and competitive pressures.
Even worse, last Friday, multiple semiconductor companies — including powerhouses like Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and Broadcom Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>) — fell due to an unexpected report that Washington <a href="https://www.benzinga.com/markets/tech/25/06/46035836/nvidia-broadcom-marvell-and-other-chip-stocks-fall-on-unexpected-us-move">may end waivers for chipmakers</a> to send American technology to China. For Intel, this matter is particularly worrisome because a significant portion of the company's manufacturing and sales is tied to China.
Nevertheless, there may be reason for optimism. While Trump routinely utilizes tough rhetoric, he has <a href="https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/06/45715677/tom-lee-bets-on-a-new-bull-market-as-trumps-tariff-retreat-fuels-taco-trade-amid-run-it-hot-optimism">consistently walked back</a> the intensity of his proposals. Therefore, a push to end waivers — which could easily hurt America's top corporations — probably won't go over too well. Further, there's a very real possibility that Trump himself recognizes this reality.
For example, Trump signaled that he wants a quick <a href="https://www.aljazeera.com/news/2025/6/24/trump-is-seeking-a-quick-us-exit-from-israel-iran-conflict-will-it-work">solution</a> to the Israel-Iran conflict. It's a similar tone to his much-covered take that he could <a href="https://www.benzinga.com/news/23/01/30598126/donald-trump-offers-to-end-putins-war-within-24-hours-of-negotiation-so-easy-to-do">end the Ukraine-Russia conflict in 24 hours</a>. Generally, the market performs better when geopolitical stability isn't constantly threatened.
Plus, the enormous pressure Trump is applying on Federal Reserve Chair Jerome Powell to <a href="https://www.benzinga.com/markets/economic-data/25/06/46077396/powell-interest-rates-trump-inflation-tariffs">cut interest rates</a> would be odd if the administration didn't care about Wall Street. So, this might not be the end of INTC stock.
<h2 class="wp-block-heading">Making The Statistical Case For INTC Stock</h2>
While the fundamental and political backdrop may be conducive for a bullish position in INTC stock, the harsh reality is that these factors lack specificity. Without a clear forecast for magnitude (y-axis) and expected movement timeframe (x-axis), these storylines aren't useful for options traders. Because options expire, both magnitude and time components must be addressed.
To remedy this problem requires statistical analysis, which is a difficult process in finance. Ordinarily, one might be tempted to take the frequency of the desired outcome and divide it by the total number of events in the dataset. This process only calculates the derivative probability or the outcome odds across the entire dataset's distribution. What traders need is the conditional probability — outcome odds across a specific subset of the data.
To use a baseball analogy, derivative probabilities are akin to the batting average over an entire season. Conditional probabilities represent situational batting averages, which are much more useful for in-game tactics.
Unfortunately, applying conditional probabilities is practically impossible in the stock market because share prices fluctuate continuously, which is known as the non-stationarity problem. To impose the necessary stationarity requires conversion of historical price data into discrete states or states that have defined boundaries. For equities, compression into market breadth — or sequences of accumulative and distributive sessions — provides arguably an effective solution.
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="576" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/26145703/INTC-stock-10wk-forecast-1024x576.jpg" alt="" class="wp-image-963865" style="width:920px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/26145703/INTC-stock-10wk-forecast-1024x576.jpg 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/26145703/INTC-stock-10wk-forecast-300x169.jpg 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/26145703/INTC-stock-10wk-forecast-768x432.jpg 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/26145703/INTC-stock-10wk-forecast.jpg 1280w" sizes="(max-width: 1024px) 100vw, 1024px" /><figcaption class="wp-element-caption">Image by author</figcaption></figure>
Currently, the price action of INTC stock can be converted as a "6-4-U" sequence: six up weeks, four down weeks, with a net positive trajectory across the 10-week period. Admittedly, this conversion compresses INTC's magnitude dynamism into a simple binary code. But now, the chaos of the stock's price discovery can be categorized into distinct, discrete behavioral states across 10-week intervals. Subsequently, this calculation then serves as the backbone of past analogs, which can then be used to derive forward probabilities.
Because of the above compression, it's possible to calculate that when the 6-4-U sequence flashes, the next week's price action has a 55.06% chance of rising, with a median return of 2.59%. From the current share price, INTC stock may be on track to exceed the $23 level.
<h2 class="wp-block-heading">Taking What The Market Will Give You</h2>
So, why is the above calculation important? Take a look at the 22.50/23 bull call spread expiring July 18. This transaction involves buying the $22.50 call and simultaneously selling the $23 call, for a net debit paid of $24 (the most that can be lost in the trade). Should INTC stock rise through the short strike price ($23) at expiration, the maximum reward is $26, a payout of over 108%.
Market makers likely view INTC stock hitting $23 as a low-probability event; hence, the high payout. However, based on past analogs, INTC appears to have a solid chance of reaching this target. It's worth pointing out that in the business week beginning Aug. 26, 2024, INTC charted a 6-4-U sequence. At the end of it, the stock skyrocketed for the business week beginning Nov. 4.
Also, as a baseline, the chance that a long position in INTC stock will be profitable over any given week is only 52%. Granted, the 6-4-U provides a modest upgrade in favorable odds. Still, the point remains that the framework incentivizes a bullish posture as opposed to a bearish one. Combined with the potentially encouraging fundamentals, Intel is a name to keep on the radar.
The opinions and views expressed in this content are those of the individual author and do not necessarily reflect the views of Benzinga. Benzinga is not responsible for the accuracy or reliability of any information provided herein. This content is for informational purposes only and should not be misconstrued as investment advice or a recommendation to buy or sell any security. Readers are asked not to rely on the opinions or information herein, and encouraged to do their own due diligence before making investing decisions.
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<li><a href="https://www.benzinga.com/markets/options/25/06/46103204/pbr-stock-tenuous-ceasefire-discount-opportunity">Options Corner: A Tenuous Ceasefire Keeps Petrobras In Play For Opportunistic Traders</a></li>
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Photo: Shutterstock

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AVGO

Options Corner: Intel Hides In Plain Sight Amid The Shifting Geopolitical Spotlight

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders often look for circumstances when the market estimation of an option diverges away from its normal worth. Abnormal amounts of trading activity could push option prices to hyperbolic or underperforming levels. 
Below are some instances of options activity happening in the Information Technology sector: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>NVDA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/27/25</td>
<td>$155.00</td>
<td>$104.4K</td>
<td>109.7K</td>
<td>244.6K</td>
</tr>
<tr>
<td>CORZ</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$15.00</td>
<td>$76.6K</td>
<td>22.1K</td>
<td>16.3K</td>
</tr>
<tr>
<td>IREN</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/18/25</td>
<td>$13.00</td>
<td>$157.9K</td>
<td>18.6K</td>
<td>9.5K</td>
</tr>
<tr>
<td>MRVL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/27/25</td>
<td>$75.00</td>
<td>$28.2K</td>
<td>14.1K</td>
<td>8.3K</td>
</tr>
<tr>
<td>INTC</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>07/03/25</td>
<td>$23.00</td>
<td>$106.5K</td>
<td>17.5K</td>
<td>5.7K</td>
</tr>
<tr>
<td>AMD</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/18/25</td>
<td>$155.00</td>
<td>$83.3K</td>
<td>16.1K</td>
<td>3.1K</td>
</tr>
<tr>
<td>CRCL</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>06/27/25</td>
<td>$200.00</td>
<td>$63.6K</td>
<td>2.6K</td>
<td>2.1K</td>
</tr>
<tr>
<td>QUBT</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>07/03/25</td>
<td>$17.00</td>
<td>$41.3K</td>
<td>661</td>
<td>975</td>
</tr>
<tr>
<td>AVGO</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/27/25</td>
<td>$270.00</td>
<td>$30.6K</td>
<td>566</td>
<td>974</td>
</tr>
<tr>
<td>AAPL</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/15/27</td>
<td>$230.00</td>
<td>$101.8K</td>
<td>8.2K</td>
<td>706</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• For NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we notice a call option sweep that happens to be bullish, expiring in 1 day(s) on June 27, 2025. This event was a transfer of 567 contract(s) at a $155.00 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 $104.4K, with a price of $185.0 per contract. There were 109745 open contracts at this strike prior to today, and today 244656 contract(s) were bought and sold. 
• For CORZ (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CORZ#NASDAQ">CORZ</a>), we notice a call option trade that happens to be bullish, expiring in 50 day(s) on August 15, 2025. This event was a transfer of 428 contract(s) at a $15.00 strike. The total cost received by the writing party (or parties) was $76.6K, with a price of $179.0 per contract. There were 22190 open contracts at this strike prior to today, and today 16304 contract(s) were bought and sold. 
• For IREN (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/IREN#NASDAQ">IREN</a>), we notice a call option sweep that happens to be bearish, expiring in 22 day(s) on July 18, 2025. This event was a transfer of 1500 contract(s) at a $13.00 strike. This particular call needed to be split into 4 different trades to become filled. The total cost received by the writing party (or parties) was $157.9K, with a price of $106.0 per contract. There were 18664 open contracts at this strike prior to today, and today 9557 contract(s) were bought and sold. 
• Regarding MRVL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>), we observe a call option sweep with bullish sentiment. It expires in 1 day(s) on June 27, 2025. Parties traded 57 contract(s) at a $75.00 strike. This particular call needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $28.2K, with a price of $495.0 per contract. There were 14123 open contracts at this strike prior to today, and today 8316 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 bullish sentiment. It expires in 7 day(s) on July 3, 2025. Parties traded 3791 contract(s) at a $23.00 strike. This particular call needed to be split into 30 different trades to become filled. The total cost received by the writing party (or parties) was $106.5K, with a price of $28.0 per contract. There were 17553 open contracts at this strike prior to today, and today 5709 contract(s) were bought and sold. 
• Regarding AMD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), we observe a call option sweep with bearish sentiment. It expires in 22 day(s) on July 18, 2025. Parties traded 391 contract(s) at a $155.00 strike. This particular call needed to be split into 35 different trades to become filled. The total cost received by the writing party (or parties) was $83.3K, with a price of $213.0 per contract. There were 16194 open contracts at this strike prior to today, and today 3159 contract(s) were bought and sold. 
• For CRCL (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRCL#NYSE">CRCL</a>), we notice a call option trade that happens to be bearish, expiring in 1 day(s) on June 27, 2025. This event was a transfer of 30 contract(s) at a $200.00 strike. The total cost received by the writing party (or parties) was $63.6K, with a price of $2120.0 per contract. There were 2691 open contracts at this strike prior to today, and today 2148 contract(s) were bought and sold. 
• Regarding QUBT (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QUBT#NASDAQ">QUBT</a>), we observe a put option sweep with bullish sentiment. It expires in 7 day(s) on July 3, 2025. Parties traded 516 contract(s) at a $17.00 strike. This particular put needed to be split into 15 different trades to become filled. The total cost received by the writing party (or parties) was $41.3K, with a price of $80.0 per contract. There were 661 open contracts at this strike prior to today, and today 975 contract(s) were bought and sold. 
• For AVGO (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), we notice a put option sweep that happens to be bullish, expiring in 1 day(s) on June 27, 2025. This event was a transfer of 120 contract(s) at a $270.00 strike. This particular put needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $30.6K, with a price of $255.0 per contract. There were 566 open contracts at this strike prior to today, and today 974 contract(s) were bought and sold. 
• Regarding AAPL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), we observe a call option trade with bearish sentiment. It expires in 568 day(s) on January 15, 2027. Parties traded 51 contract(s) at a $230.00 strike. The total cost received by the writing party (or parties) was $101.8K, with a price of $1998.0 per contract. There were 8290 open contracts at this strike prior to today, and today 706 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more about unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

AAPL

Core Scientific, Inc. - Class A Common Stock

CORZ

CRCL

IREN

MRVL

QUBT

10 Information Technology Stocks Whale Activity In Today's Session

<a target="_blank" href="https://www.benzinga.com/topic/chip-stocks" rel="noreferrer noopener">Semiconductor equipment maker</a> ASML Holding (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASML#NASDAQ">ASML</a>) is working to develop advanced lithography machines to serve the next-generation chip industry.
The Netherlands-based company and its exclusive optics partner Carl Zeiss are studying designs for machines that could print circuits with a&nbsp;resolution like 5 nanometers in a single exposure, Nikkei Asia <a target="_blank" href="https://asia.nikkei.com/Editor-s-Picks/Interview/ASML-commits-to-developing-even-more-advanced-chipmaking-tools" rel="noreferrer noopener">reported</a> on Thursday, citing ASML executive vice president Jos Benschop.
They expect the technology to meet the industry&#8217;s needs from 2035 and beyond.
Also Read: <a 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" target="_blank" rel="noreferrer noopener">ASML Bets Big On High-Powered Chip Tools As Taiwan Semiconductor, Intel, Micron Line Up</a>
Dutch giant ASML&#8217;s stock has faced significant headwinds, plunging over 27% in the last 12 months. This decline is largely attributable to mounting geopolitical tensions and pervasive macroeconomic uncertainty impacting the global technology sector.
The company has seen its market value diminish by over $130 billion within a year, primarily due to export restrictions to China imposed by the Dutch government, influenced by U.S. pressure aimed at limiting China&#8217;s access to advanced chip technology. Additionally, broader uncertainty surrounding U.S. tariffs on goods from various countries has contributed to investor apprehension.3
Consequently, multiple Wall Street firms have <a target="_blank" href="https://www.benzinga.com/quote/ASML/analyst-ratings" rel="noreferrer noopener">downgraded their ratings</a> for ASML and revised their price forecasts, reflecting concerns about the company&#8217;s immediate growth prospects given the restrictive trade environment.
Meanwhile, Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) <a target="_blank" href="https://www.benzinga.com/media/25/05/45653729/taiwan-semiconductor-and-intel-weigh-benefits-of-asmls-pricey-chipmaking-equipment" rel="noreferrer noopener">and other chipmakers</a> are still assessing ASML&#8217;s high numerical aperture (NA) machines for use in their most advanced nodes.
Despite the nearly $400 million price tag, almost double that of other equipment, these machines have yet to prove faster or more beneficial than existing chip fabrication tools.
In a notable development, Kevin Zhang from Taiwan Semiconductor rejected using ASML&#8217;s high-NA machines for its A16 node, citing cost concerns, and instead considered using low-NA EUV machines to achieve scaling advantages.
Conversely, Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) plans to adopt the High-NA EUV machine for its 14A process to strengthen its contract chip business and better compete with Taiwan Semiconductor. However, the company noted that customers could still opt for older, well-tested technologies.
Price Action: ASML stock concluded Wednesday&#8217;s trading session higher by 0.23%, closing at $815.24.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/tech/25/06/46105742/nvidia-supplier-taiwan-semiconductor-wants-to-raise-10-billion-for-this-risk-it-cannot-control" target="_blank" rel="noreferrer noopener">Nvidia Supplier Taiwan Semiconductor Wants To Raise $10 Billion For This Risk It Cannot Control</a></li>
</ul>
Image via Shutterstock

ASML

Dutch Giant ASML Unveils Plans For Next-Gen Chip Tech

Nvidia Corp&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) CEO&nbsp;Jensen Huang&nbsp;has revealed that the company&#8217;s next major growth opportunity lies in robotics, aside from artificial intelligence (AI).
What Happened:&nbsp;At Nvidia&#8217;s annual shareholders meeting on Wednesday, Huang identified robotics as the company&#8217;s second-largest market for potential growth, following AI,&nbsp;<a href="https://www.cnbc.com/2025/06/25/nvidia-shareholder-meeting-2025-robots.html">reported</a>&nbsp;CNBC.
"We have many growth opportunities across our company, with AI and robotics the two largest, representing a multitrillion-dollar growth opportunity,"&nbsp;stated Huang. 
He stated that the first significant commercial application for this technology would be self-driving cars. Despite its current relatively small size, the robotics division has seen a 72% annual increase, with&nbsp;$567 million in quarterly sales,&nbsp;accounting for nearly 1% of the&nbsp;company&#8217;s total revenue.
While Nvidia&#8217;s sales have surged thanks to strong demand for its data center GPUs, Huang expects the robotics sector to drive further growth—requiring the company's AI chips for software training, along with additional chips used in autonomous vehicles and robots. Huang said Nvidia is shifting its identity toward being an "AI infrastructure" or "computing platform" provider. "We stopped thinking of ourselves as a chip company long ago," Huang says.
Huang pointed to Nvidia's Drive platform—its suite of chips and software for autonomous vehicles—currently in use by Mercedes-Benz. The company has also recently launched AI models for humanoid robots, known as Cosmos.
See Also: <a href="https://www.benzinga.com/markets/tech/25/06/46107638/mark-zuckerbergs-meta-beats-lawsuit-over-ai-training-on-books-judge-finds-no-meaningful-evidence-on-market-dilution" target="_blank" rel="noreferrer noopener">Mark Zuckerberg's Meta Beats Lawsuit Over AI Training On Books, Judge Finds ‘No Meaningful Evidence On Market Dilution'</a>
Why It Matters: Nvidia&#8217;s stock has been performing exceptionally well, reaching a record high on Wednesday, with the company&#8217;s market cap now standing at approximately $3.75 trillion. This makes Nvidia&nbsp;the most valuable company in&nbsp;the world, ahead of&nbsp;Microsoft&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>).
This announcement comes on the heels of Nvidia&#8217;s recent rebound from a 17% drop in January, which was initially sparked by fears that China&#8217;s DeepSeek AI could challenge Nvidia&#8217;s <a href="https://www.benzinga.com/trading-ideas/movers/25/06/46098276/nvidia-stock-soars-near-record-high-whats-driving-the-rally">market dominance</a>. The stock&#8217;s recovery has been fueled by a significant easing in U.S.-China trade tensions and a stellar first-quarter earnings report on May 28.
Moreover, despite generating almost <a href="https://www.benzinga.com/markets/tech/25/06/46058862/nvidia-intel-chip-stocks-ai-valuation-revenue">four times</a> as much revenue as&nbsp;Intel&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) on an annualized basis, Nvidia trades at less than half of Intel&#8217;s forward price-to-earnings ratio. 
According to Benzinga Edge Stock Rankings, Nvidia has a growth score of 98.65% and a momentum rating of 70.43%. Click <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">here </a>to see how it compares to other leading tech companies.
<ul class="wp-block-list">
<li>READ MORE:&nbsp;<a href="https://www.benzinga.com/markets/25/06/46009990/nvidia-stock-could-rise-another-38-making-jensen-huang-led-ai-giant-a-nearly-5-trillion-company-says">Nvidia Stock Could Rise Another 38%, Making Jensen Huang-Led AI Giant A Nearly $5 Trillion Company, Says Barclays</a> </li>
</ul>
Image via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Nvidia's Next 'Multitrillion Dollar' Opportunity? Jensen Huang Sees Great Potential Here: 'Stopped Thinking Of Ourselves As A Chip Company Long Ago'

<a href="https://techcrunch.com/2025/06/25/intel-hits-the-brakes-on-its-automotive-business-and-layoffs-have-started/#:~:text=Intel%20is%20shuttering%20its%20automotive,shared%20with%20employees%20Tuesday%20morning" title="https://techcrunch.com/2025/06/25/intel-hits-the-brakes-on-its-automotive-business-and-layoffs-have-started/#:~:text=Intel%20is%20shuttering%20its%20automotive,shared%20with%20employees%20Tuesday%20morning">https://techcrunch.com/2025/06/25/intel-hits-the-brakes-on-its-automotive-business-and-layoffs-have-started/#:~:text=Intel%20is%20shuttering%20its%20automotive,shared%20with%20employees%20Tuesday%20morning</a>.

MBLY

'Intel Hits The Brakes On Its Automotive Business, And Layoffs Have Started' - TechCrunch

Shares of Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) and other semiconductor giants surged on Tuesday, riding a wave of market optimism following reports of a <a href="https://www.benzinga.com/markets/tech/25/06/46079549/tech-stocks-eye-record-highs-crude-drops-to-64-on-iran-israel-truce-whats-driving-markets-tuesday">ceasefire</a> agreement between Israel and Iran.
What To Know: The positive geopolitical news helped quell investor fears and fueled a broad market rally, with the tech-heavy Nasdaq-100 climbing 1.53%.
The semiconductor sector, which had faced headwinds late last week, saw a significant rebound. The VanEck Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMH#NASDAQ">SMH</a>) jumped 3.67%, erasing recent losses.
This renewed confidence comes after a <a href="https://www.benzinga.com/markets/tech/25/06/46035836/nvidia-broadcom-marvell-and-other-chip-stocks-fall-on-unexpected-us-move">sharp downturn</a> last Friday, when reports suggested the U.S. plans to revoke waivers allowing chipmakers to ship American technology to their factories in China. That news had sent shares of major players like Nvidia and Taiwan Semiconductor tumbling.
What Else: The shadow of U.S.-China trade relations looms still large over Intel. The reports from last Friday regarding the potential cancellation of waivers for chipmakers to export American technology to China represent a direct threat to Intel&#8217;s extensive operations and revenue streams.
While the immediate market focus on Tuesday may have shifted to geopolitical optimism, this underlying issue remains a critical concern for investors.
A significant portion of Intel&#8217;s manufacturing and sales is tied to China, and any move to restrict its access to that market could have substantial long-term financial implications.
INTC Price Action: Intel shares closed higher by 6.42% to $22.55 on Tuesday. According to data from&nbsp;<a href="https://benzinga.grsm.io/register174">Benzinga Pro</a>, Inte7 has a 52-week high of $37.16 and a 52-week low of $17.66.
Read Also: <a href="https://www.benzinga.com/markets/tech/25/06/46058862/nvidia-intel-chip-stocks-ai-valuation-revenue">Nvidia Makes 4x Intel&#8217;s Revenue—But Commands Half The Forward Valuation</a>
<h1 class="wp-block-heading">How To Buy INTC Stock</h1>
Besides going to a brokerage platform to purchase a share — or fractional share — of stock, you can also gain access to shares either by buying an exchange traded fund (ETF) that holds the stock itself, or by allocating yourself to a strategy in your 401(k) that would seek to acquire shares in a mutual fund or other instrument.
For example, in Intel&#8217;s case, it is the Information Technology sector. An ETF will likely hold shares in many liquid and large companies that help track that sector, allowing an investor to gain exposure to the trends within that segment. Image: Shutterstock

Global

Intel (INTC) Shares Rise As Chip Stocks Rebound On Geopolitical Optimism

WIIM

AMAT

AMKR

KLAC

MCHP

MPWR

SMCI

Shares of chip stocks are trading higher amid overall market strength on Israel-Iran ceasefire hopes.

Indian multinational IT consulting company&nbsp;HCLTech and&nbsp;Advanced Micro Devices (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) <a target="_blank" href="https://www.benzinga.com/pressreleases/25/06/n46069798/hcltech-and-amd-forge-strategic-alliance-to-develop-future-ready-solutions-across-ai-digital-and-c" rel="noreferrer noopener">announced a partnership</a> on Tuesday to accelerate worldwide enterprise digital transformation through advanced AI, digital, and cloud solutions.
By co-investing in innovation labs and training programs, HCLTech and AMD aim to provide enterprises with innovative tools that unlock new business opportunities and enhance operational efficiency.
The joint development centers established through this alliance will serve as testbeds for advanced technologies, conducting proof-of-concept tests to hasten the time-to-market for innovative enterprise tools.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/04/44720974/amd-powers-google-clouds-new-ai-servers-promising-80-boost-in-speed" rel="noreferrer noopener">AMD Powers Google Cloud&#8217;s New AI Servers Promising 80% Boost In Speed</a>
Workforce training and reskilling initiatives will ensure enterprises are well-equipped to navigate the evolving digital landscape.
Dr.&nbsp;Lisa Su, Chair and CEO of AMD, said combining HCLTech&#8217;s expertise in digital transformation with EPYC, Instinct, and Ryzen PRO processors will help provide enterprises with customized, future-ready solutions that maximize the potential of AI, cloud computing, and advanced analytics.
<h2 class="wp-block-heading">Recent Developments</h2>
Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) rival AMD has faced challenges in the market, losing over 19% in the last 12 months as it grappled with intense competition from other semiconductor manufacturers, broader macro-economic uncertainties impacting technology spending, and the complexities of semiconductor policies enacted by the U.S. government, particularly regarding exports to certain regions.
Despite these challenges, AMD has continued to innovate. At Computex 2025,&nbsp;AMD showcased <a target="_blank" href="https://www.benzinga.com/tech/25/05/45542185/amd-unveils-powerful-new-ai-gaming-chips-at-computex-to-challenge-nvidia" rel="noreferrer noopener">its latest breakthroughs</a> in&nbsp;high-performance computing&nbsp;with the launch of Radeon RX 9060 XT and Radeon AI PRO R9700 graphics cards and Ryzen Threadripper 9000 Series processors.
Further highlighting AMD&#8217;s ambitions in AI infrastructure, AMD CTO Mark Papermaster <a target="_blank" href="https://www.benzinga.com/markets/tech/25/06/46034864/this-could-be-amds-biggest-ai-win-mi400-chips-may-power-stargate" rel="noreferrer noopener">had hinted that</a> AMD MI400 chips could be part of the $500 billion Stargate Project.
The Stargate Project is a massive initiative, spearheaded by OpenAI in partnership with companies like SoftBank (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SFTBY#OTC">SFTBY</a>) and Oracle Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>), to build a network of state-of-the-art AI data centers in the United States, signifying a colossal investment in AI infrastructure.
Bank of America Securities (BofA) analyst&nbsp;Vivek Arya highlighted &#8220;multiple growth cylinders&#8221; for AMD, indicating diverse areas of potential growth, and noted continued market share gains in PC/server CPU against its long-standing competitor Intel Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>).
Price Action: AMD stock is trading higher by 2.33% to $132.60 premarket at last check Tuesday.
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Photo by JHVEPhoto via Shutterstock

Movers

ORCL

SFTBY

HCLTech, AMD Partner To Power Next-Gen Enterprise AI And Cloud Adoption

In the battle of Silicon Valley titans, Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) is leaving Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) in the dust &#8211; on both the income statement and <a href="https://www.benzinga.com/quote/nvda/news">the stock chart</a>. 
Despite generating almost four times as much revenue as Intel on an annualized basis, as Beth Kindig, the lead tech analyst at I/O Fund, noted on X, Nvidia trades at less than half Intel's forward price-to-earnings ratio. If that sounds backwards, you're not alone.
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Nvidia <a href="https://twitter.com/search?q=%24NVDA&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$NVDA</a> now earns almost as much revenue per quarter as Intel <a href="https://twitter.com/search?q=%24INTC&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$INTC</a> does in one year.
&mdash; Beth Kindig (@Beth_Kindig) <a href="https://twitter.com/Beth_Kindig/status/1935411163673543020?ref_src=twsrc%5Etfw">June 18, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
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For its last reported quarter, Nvidia grossed $44 billion in revenues. This, compared to Intel&#8217;s last reported quarterly revenue of $12.67 billion, shows the former&#8217;s dominant positioning. For the year ended December 2024, Intel grossed $53 billion in annual revenues. 
Moreover, Nvidia has ben growing its quarterly revenue at a rate of <a href="https://seekingalpha.com/symbol/NVDA/income-statement">70%</a> YoY for the past two reported quarters. Won&#8217;t be long before Intel&#8217;s annual revenue has a tough time catching up with Nvidia&#8217;s quarterly revenue.
Despite the huge gap in revenue, the market values Nvidia's earnings far more conservatively: a forward PE of 34 versus Intel's frothy 79, per <a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0620">Benzinga Pro</a> data. It's a head-scratcher &#8211; until you zoom out.
Read Also: <a href="https://www.benzinga.com/news/education/25/06/45983347/jensen-huang-gave-12-6-million-to-charity-then-nvidias-stock-made-it-billions">Jensen Huang Gave $12.6 Million To Charity, Then Nvidia&#8217;s Stock Made It Billions</a>
<h2 class="wp-block-heading">Nvidia's Growth Engine Dwarfs Intel's</h2>
Over the past decade, Nvidia has clocked a staggering <a href="https://www.alphaspread.com/security/nasdaq/nvda/financials/income-statement/revenue#:~:text=The%20average%20annual%20Revenue%20growth,over%20the%20past%20ten%20years%20.">41%</a> compound annual revenue growth, accelerating into the AI era with unmatched momentum. That's not just fast &#8211; it's Tesla Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>)-fast, even outpacing Elon Musk's empire, which posted a <a href="https://www.alphaspread.com/security/nasdaq/tsla/financials/income-statement/revenue#:~:text=The%20average%20annual%20Revenue%20growth,over%20the%20past%20ten%20years%20.">39%</a> CAGR over the same period.
And the stock? Nvidia's total return of 26,420% over the last 10 years &#8211; translating to a 75% CAGR &#8211; makes even Tesla's 1,740% return (34.6% CAGR) look tame. Meanwhile, Intel&#8217;s revenue has displayed <a href="https://www.alphaspread.com/security/nasdaq/intc/financials/income-statement/revenue#:~:text=The%20average%20annual%20Revenue%20growth,over%20the%20past%20ten%20years%20.">negative</a> compounded growth rates over the past three, five and 10 year periods.
This isn't just hype. It's a decade of dominant execution, powered by GPU leadership in gaming, AI training, and data centers. With the upcoming rollout of next-gen Blackwell chips and hyperscaler demand at full tilt, Nvidia's growth story still has legs.
<h2 class="wp-block-heading">Intel's Valuation Looks Disconnected From Reality</h2>
Meanwhile, Intel's valuation seems to live in a parallel universe. Its forward PE of 79 suggests either a miraculous turnaround in earnings or blind hope. While CEO Pat Gelsinger is pushing hard on foundry ambitions and AI chips, results have yet to catch up &#8211; and the revenue gap with Nvidia continues to widen.
So while Nvidia may seem expensive in absolute terms, it's arguably the better bargain when looking at what you get for every dollar invested.
For investors, the message is clear: growth, not nostalgia, is driving the market &#8211; and Nvidia is riding that wave better than anyone.
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/etfs/sector-etfs/25/06/46013679/dan-ives-says-market-is-massively-underestimating-this-ai-play-urges-investors-to-look-beyong-mag-7">Dan Ives Says Market Is &#8216;Massively Underestimating&#8217; This AI Play, Urges Investors To Look Beyong Mag 7</a></li>
</ul>
Photo: Shutterstock

TSLA

Nvidia Makes 4x Intel's Revenue—But Commands Half The Forward Valuation

Lam Research Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NASDAQ">LRCX</a>), a go-to supplier for chip giants like Taiwan Semiconductor Manufacturing Co Ltd (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) and Samsung Electronics Co (OTCPK:SSNLF), just flashed a golden signal on its chart &#8211; a <a href="https://www.benzinga.com/topic/golden-cross">technical Golden Cross</a> &#8211; as the stock surged nearly 25% year to date.
For the uninitiated, a Golden Cross occurs when a stock's short-term moving average breaks above its long-term average, hinting at sustained bullish momentum. 
And Lam just did it in style &#8211; its 50-day simple moving average (SMA) has now decisively crossed above its 200-day average, turning heads in the semiconductor corner of Wall Street.
Read Also: <a href="https://www.benzinga.com/insights/news/25/06/45976861/heres-how-much-you-would-have-made-owning-lam-research-stock-in-the-last-10-years">Here&#8217;s How Much You Would Have Made Owning Lam Research Stock In The Last 10 Years</a>
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0623"><img loading="lazy" decoding="async" width="627" height="486" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/23090737/Screenshot-2025-06-23-at-5.06.17-PM.png" alt="" class="wp-image-958119" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/23090737/Screenshot-2025-06-23-at-5.06.17-PM.png 627w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/23090737/Screenshot-2025-06-23-at-5.06.17-PM-300x233.png 300w" sizes="(max-width: 627px) 100vw, 627px" /></a></figure>
<a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0623">Chart created using Benzinga Pro</a>
<h2 class="wp-block-heading">From Fab Floors to Stock Floors</h2>
Lam isn't just another tech stock &#8211; it's a critical cog in the global chip machine, making the tools that power deposition and etch processes. That's tech-speak for helping build and carve microscopic chip features layer by layer. With a dominant share in etch and a solid second place in deposition, Lam's gear sits inside the fabs of TSMC, Samsung, Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) and Micron Technology Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>).
Despite a 12% dip over the past month, LRCX is now showing signs of strength. With its price at $90.49, above the 50-day SMA of $79.38 and the 200-day SMA of $77.42, multiple technical signals are flashing green. The MACD (moving average convergence/divergence) at 3.33 and RSI (relative strength index) at 62.01 further support a growing bullish trend.
<h2 class="wp-block-heading">Betting On The Memory Cycle?</h2>
Lam's reliance on memory chipmakers (DRAM and NAND) has made it more cyclical than some peers &#8211; but that's turning into a feature, not a bug. 
As demand rebounds and capex from big players like Samsung and Micron ramps back up, Lam could ride the wave of equipment upgrades and restocking.
<h2 class="wp-block-heading">The Quiet Golden Opportunity</h2>
The Golden Cross may be quiet, but it&#8217;s loud enough for traders and long-term investors to pay attention. With AI, advanced packaging, and chip expansion cycles ramping globally, Lam Research may have just etched a path higher.
Read Next: 
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<li><a href="https://www.benzinga.com/markets/tech/25/06/46034864/this-could-be-amds-biggest-ai-win-mi400-chips-may-power-stargate">This Could Be AMD&#8217;s Biggest AI Win: MI400 Chips May Power Stargate</a></li>
</ul>
Photo: Shutterstock

This TSMC, Samsung Supplier Just Made A Golden Cross

<a target="_blank" href="https://www.benzinga.com/topic/chip-stocks" rel="noreferrer noopener">Semiconductor chip stocks</a>, including Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Broadcom Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), Arm Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARM#NASDAQ">ARM</a>), Marvell Tech (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>), are trading lower on Friday.
The fall comes amid reports indicating Washinton&#8217;s plans to end waivers for chipmakers to send American technology to China, the Wall Street Journal <a target="_blank" href="https://www.wsj.com/world/china/u-s-prepares-action-targeting-allies-chip-plants-in-china-10ab18a8" rel="noreferrer noopener">reported</a> Friday, citing unnamed sources familiar with the matter.
The stock movement bears testimony to the interconnectivity of the semiconductor ecosystem, which includes semiconductor companies and suppliers of materials, equipment, and specialized services.
So far, chipmakers Samsung Electronics (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>),&nbsp;SK Hynix, and Taiwan Semiconductor could ship American chip-making equipment to their factories in China without applying for a separate license.
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/tech/25/06/46028133/sk-hynix-gen-memory-big-techs-ai-push-prioritizes-nvidia" rel="noreferrer noopener">SK Hynix To Supply Next-Gen Memory For Big Tech&#8217;s AI Push, Prioritizes Nvidia Amid Supply Crunch</a>
Jeffrey Kessler, head of the Commerce Department, told the chipmakers about Washington&#8217;s plans to cancel those waivers, WSJ reported. They said Kessler described the action as part of the Trump administration&#8217;s crackdown on critical U.S. technology going to China.
Last week, President&nbsp;Donald Trump&nbsp;confirmed&nbsp;the <a target="_blank" href="https://www.benzinga.com/markets/tech/25/06/45924007/arm-ceo-warns-chip-sanctions-on-china-are-counterproductive-for-usa" rel="noreferrer noopener">China trade deal</a> after two days of negotiations in London. The U.S. said it will continue applying 55% tariffs on selected Chinese imports, while China will impose a 10% tariff rate on U.S. goods.
Earlier, Arm CEO&nbsp;Rene Haas&nbsp;had condemned the&nbsp;U.S. sanctions on&nbsp;China in tandem with&nbsp;Nvidia chief Jensen Huang, citing the compromise of overall technological advances and impact on consumers and companies.
Haas discussed the repercussions of restricting access to technology in the ecosystem&nbsp;<a target="_blank" href="https://www.bloomberg.com/news/articles/2025-06-12/arm-ceo-sides-with-nvidia-against-us-export-limits-on-china?srnd=phx-technology&amp;sref=TBDibEcD" rel="noreferrer noopener">to</a> Bloomberg last week at the Founders Forum Global conference in Oxford.
Haas said Chinese competitors have evolved, citing Huawei Tech as an example.&nbsp;The Trump administration blacklisted Huawei in 2019, citing national security threats.
In April, the Trump administration imposed sanctions on exports of data center processors to Chinese customers, which cost Nvidia about $8 billion in Chinese revenue during its second fiscal quarter.
Price Action: NVDA stock traded lower by 1.03% to $144 at the last check Friday. AVGO is down 1.05%. ARM is down 0.80%.
Read Next:
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<li><a href="https://www.benzinga.com/markets/tech/25/06/46030504/uber-expands-ai-services-countries-businesses-train-smarter-ai-agents" target="_blank" rel="noreferrer noopener">Uber Collected Tons Of User Data For Years, Will License It To 30 Countries For AI</a></li>
</ul>
Image Via Shutterstock

Government

Regulations

Nvidia, Broadcom, Marvell And Other Chip Stocks Fall On Unexpected US Move

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders often look for circumstances when the market estimation of an option diverges away from its normal worth. Abnormal amounts of trading activity could push option prices to hyperbolic or underperforming levels. 
Below are some instances of options activity happening in the Information Technology sector: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>NVDA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$145.00</td>
<td>$35.4K</td>
<td>129.0K</td>
<td>135.4K</td>
</tr>
<tr>
<td>MRVL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$75.00</td>
<td>$49.7K</td>
<td>26.7K</td>
<td>35.3K</td>
</tr>
<tr>
<td>PLTR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$138.00</td>
<td>$37.4K</td>
<td>4.0K</td>
<td>8.1K</td>
</tr>
<tr>
<td>MSTR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$370.00</td>
<td>$68.8K</td>
<td>2.9K</td>
<td>8.1K</td>
</tr>
<tr>
<td>INTC</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$21.00</td>
<td>$51.2K</td>
<td>14.9K</td>
<td>3.3K</td>
</tr>
<tr>
<td>CRDO</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>07/18/25</td>
<td>$80.00</td>
<td>$68.9K</td>
<td>3.2K</td>
<td>2.8K</td>
</tr>
<tr>
<td>APP</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$350.00</td>
<td>$42.0K</td>
<td>1.6K</td>
<td>1.9K</td>
</tr>
<tr>
<td>MSFT</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/27/25</td>
<td>$490.00</td>
<td>$40.8K</td>
<td>3.8K</td>
<td>1.9K</td>
</tr>
<tr>
<td>TSM</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$210.00</td>
<td>$101.2K</td>
<td>7.6K</td>
<td>1.6K</td>
</tr>
<tr>
<td>CRWV</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$162.50</td>
<td>$51.4K</td>
<td>1.2K</td>
<td>892</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• Regarding NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we observe a call option sweep with bearish sentiment. It expires in 1 day(s) on June 20, 2025. Parties traded 286 contract(s) at a $145.00 strike. This particular call needed to be split into 9 different trades to become filled. The total cost received by the writing party (or parties) was $35.4K, with a price of $124.0 per contract. There were 129086 open contracts at this strike prior to today, and today 135442 contract(s) were bought and sold. 
• For MRVL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>), we notice a call option sweep that happens to be bullish, expiring in 1 day(s) on June 20, 2025. This event was a transfer of 425 contract(s) at a $75.00 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 $49.7K, with a price of $117.0 per contract. There were 26741 open contracts at this strike prior to today, and today 35376 contract(s) were bought and sold. 
• For PLTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>), we notice a call option sweep that happens to be bullish, expiring in 1 day(s) on June 20, 2025. This event was a transfer of 129 contract(s) at a $138.00 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 $37.4K, with a price of $290.0 per contract. There were 4031 open contracts at this strike prior to today, and today 8183 contract(s) were bought and sold. 
• Regarding MSTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>), we observe a call option sweep with bullish sentiment. It expires in 1 day(s) on June 20, 2025. Parties traded 118 contract(s) at a $370.00 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 $68.8K, with a price of $585.0 per contract. There were 2988 open contracts at this strike prior to today, and today 8101 contract(s) were bought and sold. 
• For INTC (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), we notice a call option trade that happens to be bullish, expiring in 57 day(s) on August 15, 2025. This event was a transfer of 250 contract(s) at a $21.00 strike. The total cost received by the writing party (or parties) was $51.2K, with a price of $205.0 per contract. There were 14951 open contracts at this strike prior to today, and today 3377 contract(s) were bought and sold. 
• Regarding CRDO (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRDO#NASDAQ">CRDO</a>), we observe a call option trade with bullish sentiment. It expires in 29 day(s) on July 18, 2025. Parties traded 70 contract(s) at a $80.00 strike. The total cost received by the writing party (or parties) was $68.9K, with a price of $985.0 per contract. There were 3296 open contracts at this strike prior to today, and today 2812 contract(s) were bought and sold. 
• For APP (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APP#NASDAQ">APP</a>), we notice a call option sweep that happens to be bullish, expiring in 1 day(s) on June 20, 2025. This event was a transfer of 168 contract(s) at a $350.00 strike. This particular call needed to be split into 12 different trades to become filled. The total cost received by the writing party (or parties) was $42.0K, with a price of $250.0 per contract. There were 1651 open contracts at this strike prior to today, and today 1929 contract(s) were bought and sold. 
• Regarding MSFT (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), we observe a call option sweep with bearish sentiment. It expires in 8 day(s) on June 27, 2025. Parties traded 340 contract(s) at a $490.00 strike. This particular call needed to be split into 21 different trades to become filled. The total cost received by the writing party (or parties) was $40.8K, with a price of $120.0 per contract. There were 3811 open contracts at this strike prior to today, and today 1916 contract(s) were bought and sold. 
• For TSM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), we notice a call option trade that happens to be bearish, expiring in 1 day(s) on June 20, 2025. This event was a transfer of 250 contract(s) at a $210.00 strike. The total cost received by the writing party (or parties) was $101.2K, with a price of $405.0 per contract. There were 7623 open contracts at this strike prior to today, and today 1649 contract(s) were bought and sold. 
• Regarding CRWV (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>), we observe a call option trade with bullish sentiment. It expires in 1 day(s) on June 20, 2025. Parties traded 53 contract(s) at a $162.50 strike. The total cost received by the writing party (or parties) was $51.4K, with a price of $970.0 per contract. There were 1211 open contracts at this strike prior to today, and today 892 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more news on unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

CRDO

CRWV

MSTR

PLTR

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

Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) is reportedly looking to harness the power of generative artificial intelligence to accelerate the development of the <a href="https://www.benzinga.com/markets/equities/24/07/40027650/apples-ai-models-trained-on-googles-custom-chips-not-nvidias-report">custom chips that power</a> its devices, according to senior executive Johny Srouji.
What Happened: During a speech in Belgium last month, Apple's senior vice president of hardware technologies, Srouji, said the company is exploring generative AI to streamline chip design, calling it a major productivity opportunity, reported Reuters on Wednesday.
"Generative AI techniques have a high potential in getting more design work in less time, and it can be a huge productivity boost," Srouji said, according to a recording reviewed by the publication.
He made the remarks while accepting an award from Imec, a prominent semiconductor R&amp;D organization.
See Also:&nbsp;<a href="https://www.benzinga.com/markets/tech/25/06/45988833/iran-says-whatsapp-a-tool-for-israeli-surveillance-meta-hits-back-calling-it-false-reports" target="_blank" rel="noreferrer noopener">Iran Says WhatsApp A Tool For Israeli Surveillance — Meta Hits Back, Calling It ‘False Reports'</a>
During his speech, Srouji highlighted that electronic design automation (EDA) firms like Cadence Design Systems (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CDNS#NASDAQ">CDNS</a>) and Synopsys Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SNPS#NASDAQ">SNPS</a>)—both racing to integrate AI—are critical to managing the complexity of Apple's chip development.
Srouji also reflected on Apple's bold move in 2020 to replace Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) chips in Mac computers with its own Apple Silicon. He said that it was a major takeaway from Apple&#8217;s chip development journey was the importance of making bold decisions and moving forward without hesitation.
&nbsp;"There was no backup plan, no split-the-lineup plan, so we went all in," he said. "Including a monumental software effort."
Why It's Important: Last month, it was reported that <a href="https://www.benzinga.com/25/05/45324239/apples-upcoming-chips-aim-to-challenge-meta-in-the-smart-glasses-battle-report">Apple is developing new chips</a> to power upcoming smart glasses, AI servers and future Macs. Apple aims to launch it by 2026–2027.
Meanwhile, the M5 chip, built on the advanced 3nm N3P architecture, has reportedly entered mass production and is expected to enhance the MacBook Pro, iPad Pro and Vision Pro—especially with upcoming Apple Intelligence features.
Price Action: Apple shares have declined 19.38% year-to-date and are down 8.26% over the past 12 months. On Wednesday, the stock rose 0.48% during regular trading but dipped 0.26% after hours, per <a href="http://pro.benzinga.com/">Benzinga Pro data</a>.
Benzinga's Edge Stock Rankings reflect a steady downward trend for Apple across the short, medium, and long term. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">Additional performance insights are available here</a>.
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img decoding="async" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/18214402/Screenshot-2025-06-19-at-6.59.16%E2%80%AFAM.png" alt="" class="wp-image-954643" /></a></figure>
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/tech/25/06/45988600/mark-zuckerbergs-meta-dangled-100-million-signing-bonuses-to-openai-team-members-says-sam-altman-happy-none-of-our-best-people-took-them" target="_blank" rel="noreferrer noopener">Mark Zuckerberg&#8217;s Meta Dangled ‘$100 Million Signing Bonuses&#8217; To OpenAI Team Members, Says Sam Altman: Happy ‘None&#8217; Of Our Best People Took Them</a></li>
</ul>
Photo Courtesy: Prathmesh T on Shutterstock.com
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

CDNS

SNPS

Apple Hardware Executive Says iPhone Maker Plans To Use AI For Speeding Up Custom Chip Design: 'High Potential In Getting More Design Work In Less Time'

U.S. stocks inched higher by midday Wednesday, as traders weighed geopolitical uncertainty and awaited the Federal <a href="https://www.benzinga.com/markets/macro-economic-events/25/06/45978856/federal-reserve-rate-cuts-trump-tariffs-what-to-watch-wednesday">Reserve's June policy decision. </a>
President Donald Trump declined to offer a clear response on whether the U.S. would directly intervene in the escalating <a href="https://www.benzinga.com/news/politics/25/06/45988135/bernie-sanders-slams-israels-illegal-attack-on-iran-says-absolutely-imperative-that-the-united-states-not-be-dragged-into-this-war">Israel-Iran conflict</a>.
The Federal Reserve is widely expected to hold rates steady at 4.25%-4.50% for a fourth consecutive meeting. Yet, investor focus is centered on the updated Summary of Economic Projections. 
Economists anticipate the new dot plot will reflect a median expectation of just one rate cut in 2025—down from two in March—alongside modest upward revisions to inflation and downward adjustments to growth forecasts.
<ul class="wp-block-list">
<li>The S&amp;P 500 hovered slightly above the 6,000 mark.</li>
<li>The Nasdaq 100 gained over 100 points to trade around 21,860.</li>
<li>Small caps outperformed, with the Russell 2000 climbing 1%.</li>
</ul>
On a sector basis, consumer discretionary led gains, while energy stocks declined, reversing Tuesday's strength.
Among megacaps, Visa Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/V#NYSE">V</a>) and Mastercard Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MA#NYSE">MA</a>) slid after the U.S. Senate passed a bill introducing a <a href="https://www.benzinga.com/crypto/cryptocurrency/25/06/45995223/genius-stablecoin-bill-clears-senate-but-trumps-crypto-profits-loom-over-momentum">regulatory framework for stablecoins</a>. Meanwhile, Coinbase Global Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COIN#NASDAQ">COIN</a>) surged 12% to a four-month-high.
In the bond market, Treasury yields declined, with the 30-year yield falling to 4.85%. Oil prices dropped 1.8% to $72 per barrel after Trump's noncommittal stance on Iran dented expectations of a supply shock. 
Gold rose 0.2%, silver slipped 0.7%, and Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) held steady at $104,800.
<h2 class="wp-block-heading">Wednesday&#8217;s Performance In Major US Indices, ETFs</h2>
<figure class="wp-block-table is-style-stripes"> 
<table class="has-fixed-layout">
<tbody>
<tr>
<td>Major Indices</td>
<td>Price</td>
<td>1-day %chg</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>2,124.02</td>
<td>1.0%</td>
</tr>
<tr>
<td>Nasdaq 100</td>
<td>21,832.28</td>
<td>0.5%</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>6,006.16</td>
<td>0.4%</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>42,375.03</td>
<td>0.4%</td>
</tr>
</tbody>
</table>
<figcaption class="wp-element-caption">Updated by 12:05 p.m. ET</figcaption></figure>
According to&nbsp;<a href="https://www.benzinga.com/pro/?utm_source=BZprocontent&amp;t=be2bearmibe3na1">Benzinga Pro</a>&nbsp;data:
<ul class="wp-block-list">
<li>The&nbsp;Vanguard S&amp;P 500 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VOO#NYSE">VOO</a>) rose 0.4% to $551.</li>
<li>The&nbsp;SPDR Dow Jones Industrial Average&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIA#NYSE">DIA</a>) inched 0.4% higher to $424.77.</li>
<li>The tech-heavy&nbsp;Invesco QQQ Trust Series&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>)&nbsp;rose 0.4% to $531.28.</li>
<li>The&nbsp;iShares Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>) rallied 1.1% $210.91.</li>
<li>The&nbsp;Communication Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLC#NYSE">XLC</a>) outperformed, up 0.6%; the&nbsp;Energy&nbsp;Select Sector SPDR Fund&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLE#NYSE">XLE</a>) lagged, down 0.6%.</li>
</ul>
<h3 class="wp-block-heading">Wednesday&#8217;s Stock Movers</h3>
<ul class="wp-block-list">
<li>Intel Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) rallied 3.8% after the chipmaker company appointed Greg Ernst as new chief revenue officer as well as three new engineers. </li>
<li>Lockheed Martin Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LMT#NYSE">LMT</a>) dropped 2%, erasing Tuesday's gains, as Trump's comments prompted investors to scale back exposure to defense contractors.</li>
<li>Jabil Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JBL#NYSE">JBL</a>) soared 3.85%, extending all-time highs following Tuesday&#8217;s 9% rally amid stronger-than-expected earnings. </li>
<li>Wolfspeed Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WOLF#NYSE">WOLF</a>) plunged 17% after announcing plans to enter a prepackaged bankruptcy agreement with lenders, including Apollo Global Management. The company aims to streamline its Chapter 11 process and will seek creditor approval before officially filing.</li>
<li>Grail Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GRAL#NASDAQ">GRAL</a>) surged 12% after reporting encouraging results from its latest cancer detection test.</li>
</ul>
Now Read:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/economic-data/25/06/45993369/mohamed-el-erian-warns-feds-path-forward-is-clouded-by-trump-tariffs-and-israel-iran-conflict">Mohamed El-Erian Warns Fed&#8217;s Path Forward Is Clouded By Trump Tariffs And Israel-Iran Conflict </a></li>
</ul>
Image: Shutterstock

Large Cap

Macro Economic Events

Bonds

Broad U.S. Equity ETFs

Commodities

Econ #s

Economics

Federal Reserve

$BTC

COIN

SPDR Dow Jones Industrial Average ETF Trust

GRAL

WOLF

Wall Street Rises Ahead Of Fed, Payment Stocks Fall On Stablecoin Bill: What's Driving Markets Wednesday?

Amazon.com, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) Amazon&nbsp;Web Services <a target="_blank" href="https://www.benzinga.com/topic/chip" rel="noreferrer noopener">could soon announce</a> an update to its Graviton4 chip, sparking a rivalry with Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) and&nbsp;Advanced Micro Devices (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>).
The chip could include 600 gigabits per second of network bandwidth, CNBC <a target="_blank" href="https://www.cnbc.com/2025/06/17/aws-chips-nvidia-ai.html" rel="noreferrer noopener">reported</a> on Wednesday. Benzinga has reached out to Amazon for its comment.
Hyperscalars like Amazon, Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), Alphabet Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>), and Meta Platforms (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) migrated&nbsp;towards custom chips to curtail costs, tackle compatibility issues, and address supply crises.
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>
<h2 class="wp-block-heading">What is the Graviton4 Chip?</h2>
According to Amazon, its latest <a target="_blank" href="https://www.aboutamazon.com/news/aws/graviton4-aws-cloud-computing-chip" rel="noreferrer noopener">cloud computing chip</a>, Graviton4, offers significant advancements in performance and energy efficiency. It&#8217;s the fourth generation of AWS&#8217;s custom-engineered data center chips, first introduced in 2018.
Graviton4, based on Arm-architecture, boasts four times the performance of Graviton1 and is even more energy-efficient than its predecessor, Graviton3. With 73 billion transistors, it&#8217;s being adopted by major customers like SAP and Epic Games for high-performance and reliable cloud experiences. This innovation, alongside other custom AWS chips like Trainium and Inferentia for AI, underscores Amazon&#8217;s leadership in cloud computing technology.
Amazon manufactures Graviton4 central processing unit at its Annapurna Labs in Austin, Texas.
<h2 class="wp-block-heading">Why Does Having A Custom Chip Matter?</h2>
Rami Sinno, director of engineering at Amazon Web Services (AWS) Annapurna Labs, cited strong demand for chips that outpaced the supply.
AWS Senior Director Gadi Hutt told CNBC about Amazon&#8217;s initiatives to provide an alternative to Nvidia Corp&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) costly graphics processing units.
Hutt told CNBC. that Anthropic&#8217;s Claude Opus 4 AI model launched on Trainium2 GPUs and Project Rainier. Trainium3 is coming up in 2025, he said.
AWS has <a target="_blank" href="https://www.benzinga.com/24/12/42309656/amazon-unleashes-powerful-ai-chip-clusters-to-supercharge-anthropics-models-while-challenging-nvidia-and-openais-dominance" rel="noreferrer noopener">committed $8 billion</a> to Anthropic. Also, Amazon chief&nbsp;Andy Jassy <a target="_blank" href="https://www.benzinga.com/markets/tech/25/06/45982631/amazon-ceo-says-generative-ai-will-reduce-total-corporate-workforce" rel="noreferrer noopener">recently highlighted the</a> company&#8217;s extensive leveraging of&nbsp;Generative AI&nbsp;to drive value.
Jassy highlighted Generative AI&#8217;s crucial role within AWS for developers and optimizing internal functions such as fulfillment and customer service. He also pointed to developing AI agents to automate tasks and accelerate innovation.
As Amazon commits huge spending and Capex to AI, it is imperative that it design its own chips based on custom needs rather than relying on NVIDIA.
Jassy stated that this AI-driven transformation might reduce the corporate workforce in the coming years.
Price Action: AMZN stock is up 0.92% at $216.80 at the last check on Wednesday.
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Amazon's Powerful AWS Custom Chip To Get An Upgrade - Why Is It Important?

Texas Instruments Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TXN#NASDAQ">TXN</a>) on Wednesday announced a <a target="_blank" href="https://www.benzinga.com/pressreleases/25/06/n45994353/texas-instruments-plans-to-invest-more-than-60-billion-to-manufacture-billions-of-foundational-sem" rel="noreferrer noopener">$60 billion plan</a> to expand U.S.-based semiconductor manufacturing, marking what the company says is the largest investment in foundational chip production in the nation&#8217;s history.
The multi-year project will include seven fabrication plants across three sites in Texas and Utah. The move is expected to create over 60,000 jobs and boost production of analog and embedded chips used in smartphones, vehicles, satellites, and AI systems.
The plan aligns with the Trump administration&#8217;s effort to bring critical tech manufacturing back onshore.
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/tech/25/06/45967009/nvidia-to-appear-at-chinas-top-supply-chain-expo-despite-escalating-us-china-chip-war-beijing-calls-participation-a-vote-of-confidence" rel="noreferrer noopener">Nvidia To Appear At China&#8217;s Top Supply Chain Expo Despite Escalating US-China Chip War: Beijing Calls Participation &#8216;A Vote Of Confidence&#8217;</a>
TI&#8217;s Sherman, Texas mega-site will see the most significant buildout, with up to $40 billion allocated for four 300mm fabs, two already under construction and two more in planning.
In Richardson, the RFAB2 plant is scaling toward full production, while in Lehi, Utah, the company is ramping up its first 300mm wafer fab at that location.
Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), Ford Motor Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>), Medtronic, NVIDIA Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), and SpaceX are backing the initiative. Apple CEO Tim Cook called the project a key driver of U.S. manufacturing. Ford&#8217;s Jim Farley cited its importance for auto supply chains.
Medtronic credited TI with maintaining chip flow during shortages, and SpaceX praised TI&#8217;s chips for enabling its Starlink internet service.
U.S. Secretary of Commerce Howard Lutnick called TI &#8220;a bedrock American company&#8221; and said the administration&#8217;s partnership with the chipmaker would help sustain domestic semiconductor production for decades.
Texas Instruments has a 52-week high of $220.39 and a low of $139.95. The stock dropped roughly 37% from its peak in November to its trough in April. Since then, it has rebounded over 40% from those lows and is now up about 6% year to date, trading around 3% above its 50-day simple moving average.
Related ETFs: iShares Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOXX#NASDAQ">SOXX</a>), VanEck Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMH#NASDAQ">SMH</a>)
Price Action: TXN shares are trading higher by 1.25% to $200.16 at last check Wednesday.
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Texas Instruments Announces $60 Billion US Semiconductor Manufacturing Boost

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders often look for circumstances when the market estimation of an option diverges away from its normal worth. Abnormal amounts of trading activity could push option prices to hyperbolic or underperforming levels. 
Below are some instances of options activity happening in the Information Technology sector: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>INTC</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$22.00</td>
<td>$38.9K</td>
<td>78.5K</td>
<td>23.7K</td>
</tr>
<tr>
<td>NVDA</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$148.00</td>
<td>$51.0K</td>
<td>47.4K</td>
<td>19.1K</td>
</tr>
<tr>
<td>AMD</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>06/27/25</td>
<td>$130.00</td>
<td>$30.2K</td>
<td>5.2K</td>
<td>16.8K</td>
</tr>
<tr>
<td>PLTR</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$130.00</td>
<td>$27.6K</td>
<td>14.0K</td>
<td>11.9K</td>
</tr>
<tr>
<td>CRWV</td>
<td>PUT</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>07/18/25</td>
<td>$130.00</td>
<td>$81.0K</td>
<td>7.5K</td>
<td>5.2K</td>
</tr>
<tr>
<td>WDC</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$60.00</td>
<td>$136.4K</td>
<td>13.3K</td>
<td>3.0K</td>
</tr>
<tr>
<td>BBAI</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>07/25/25</td>
<td>$4.00</td>
<td>$30.0K</td>
<td>5.0K</td>
<td>2.9K</td>
</tr>
<tr>
<td>CORZ</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/18/25</td>
<td>$15.00</td>
<td>$28.0K</td>
<td>9.7K</td>
<td>2.2K</td>
</tr>
<tr>
<td>ARM</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$100.00</td>
<td>$26.7K</td>
<td>8.1K</td>
<td>1.9K</td>
</tr>
<tr>
<td>MSFT</td>
<td>CALL</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>07/18/25</td>
<td>$480.00</td>
<td>$45.3K</td>
<td>8.4K</td>
<td>1.8K</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These itemized elaborations have been created using the accompanying table. 
• For INTC (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), we notice a call option sweep that happens to be bullish, expiring in 3 day(s) on June 20, 2025. This event was a transfer of 2760 contract(s) at a $22.00 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 $38.9K, with a price of $14.0 per contract. There were 78597 open contracts at this strike prior to today, and today 23746 contract(s) were bought and sold. 
• For NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we notice a call option trade that happens to be bullish, expiring in 3 day(s) on June 20, 2025. This event was a transfer of 1000 contract(s) at a $148.00 strike. The total cost received by the writing party (or parties) was $51.0K, with a price of $51.0 per contract. There were 47415 open contracts at this strike prior to today, and today 19191 contract(s) were bought and sold. 
• For AMD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), we notice a call option trade that happens to be neutral, expiring in 10 day(s) on June 27, 2025. This event was a transfer of 100 contract(s) at a $130.00 strike. The total cost received by the writing party (or parties) was $30.2K, with a price of $302.0 per contract. There were 5290 open contracts at this strike prior to today, and today 16802 contract(s) were bought and sold. 
• For PLTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>), we notice a put option sweep that happens to be bearish, expiring in 3 day(s) on June 20, 2025. This event was a transfer of 400 contract(s) at a $130.00 strike. This particular put needed to be split into 20 different trades to become filled. The total cost received by the writing party (or parties) was $27.6K, with a price of $69.0 per contract. There were 14044 open contracts at this strike prior to today, and today 11924 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 put option sweep that happens to be neutral, expiring in 31 day(s) on July 18, 2025. This event was a transfer of 78 contract(s) at a $130.00 strike. This particular put needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $81.0K, with a price of $1053.0 per contract. There were 7579 open contracts at this strike prior to today, and today 5209 contract(s) were bought and sold. 
• For WDC (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WDC#NASDAQ">WDC</a>), we notice a call option sweep that happens to be bearish, expiring in 94 day(s) on September 19, 2025. This event was a transfer of 295 contract(s) at a $60.00 strike. This particular call needed to be split into 15 different trades to become filled. The total cost received by the writing party (or parties) was $136.4K, with a price of $460.0 per contract. There were 13325 open contracts at this strike prior to today, and today 3009 contract(s) were bought and sold. 
• For BBAI (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BBAI#NYSE">BBAI</a>), we notice a call option trade that happens to be bullish, expiring in 38 day(s) on July 25, 2025. This event was a transfer of 375 contract(s) at a $4.00 strike. The total cost received by the writing party (or parties) was $30.0K, with a price of $80.0 per contract. There were 5055 open contracts at this strike prior to today, and today 2936 contract(s) were bought and sold. 
• Regarding CORZ (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CORZ#NASDAQ">CORZ</a>), we observe a call option sweep with bearish sentiment. It expires in 31 day(s) on July 18, 2025. Parties traded 2155 contract(s) at a $15.00 strike. This particular call needed to be split into 40 different trades to become filled. The total cost received by the writing party (or parties) was $28.0K, with a price of $13.0 per contract. There were 9741 open contracts at this strike prior to today, and today 2230 contract(s) were bought and sold. 
• For ARM (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARM#NASDAQ">ARM</a>), we notice a put option sweep that happens to be bullish, expiring in 213 day(s) on January 16, 2026. This event was a transfer of 50 contract(s) at a $100.00 strike. This particular put needed to be split into 7 different trades to become filled. The total cost received by the writing party (or parties) was $26.7K, with a price of $535.0 per contract. There were 8171 open contracts at this strike prior to today, and today 1935 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 neutral, expiring in 31 day(s) on July 18, 2025. This event was a transfer of 50 contract(s) at a $480.00 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 $45.3K, with a price of $905.0 per contract. There were 8488 open contracts at this strike prior to today, and today 1829 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more news on unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

BBAI

NXPI

TSEM

Shares of chip stocks are trading higher, possibly amid overall market strength on hopes of Iran-Israel de-escalation.

Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) explored commercializing its <a target="_blank" href="https://www.benzinga.com/topic/chip-stocks" rel="noreferrer noopener">advanced 2-nanometer process</a> using gate-all-around (GAA) technology in the second half of 2025.
South Korean rival Samsung Electronics (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>) is also looking to launch its own 2nm process by 2025 to narrow the gap with Taiwan Semiconductor, the Chosun Daily <a target="_blank" href="https://www.chosun.com/english/industry-en/2025/06/16/CSTCW3TPMZBRLDIYILHFY7BRAQ/" rel="noreferrer noopener">reported</a> on Monday.
Samsung was the first to implement GAA in mass production with its 3nm chips in 2022.
Also Read: <a target="_blank" href="https://www.benzinga.com//node/45859582" rel="noreferrer noopener">Nvidia Supplier Taiwan Semiconductor Posts 40% Topline Growth In May, Stock Surges</a>
According to the report, the Taiwanese contract chipmaker will start 2nm production simultaneously at its Baoshan and Kaohsiung facilities within Taiwan&#8217;s Hsinchu Science Park.
Taiwan Semiconductor&#8217;s 2nm yield is reportedly stable at around 60% to 70%.
<h2 class="wp-block-heading">Why Does It Matter</h2>
2nm (2 nanometers): In semiconductor terms, it refers to the &#8220;manufacturing process.&#8221; A smaller nanometer number generally indicates more advanced technology, allowing for smaller transistors, higher transistor density (more transistors in the same area), improved performance, and lower power consumption. The 2nm process is at the cutting edge of chip manufacturing.
Achieving 60-70% yield for a brand-new, highly complex, bleeding-edge process like 2nm is considered a very positive sign during the R&amp;D phase.
A yield of 70% or higher (and ideally much higher for mature processes) is desired for profitable mass production.
<h2 class="wp-block-heading">Who Wants To Buy 2nm Chips?</h2>
Apple Inc&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) upcoming&nbsp;iPhone 18&nbsp;lineup <a target="_blank" href="https://www.benzinga.com/25/03/44453733/apples-iphone-18-to-get-massive-boost-with-2nm-a20-chiptsmcs-yields-surge-past-70-says-top-analyst" rel="noreferrer noopener">will likely feature</a> Taiwan Semiconductor&#8217;s&nbsp;2nm A20 chip, according to supply chain analyst Ming-Chi Kuo.
Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) has also tapped its <a target="_blank" href="https://www.benzinga.com/media/25/04/44962945/intel-taps-taiwan-semiconductor-for-advanced-2nm-process-for-ai-powered-chips-report" rel="noreferrer noopener">long-term supplier</a>,&nbsp;Taiwan Semiconductor, for its&nbsp;advanced 2nm process. Advanced Micro Devices (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) is also a client of Taiwan Semiconductor&#8217;s 2nm process.
Taiwan Semiconductor reported <a target="_blank" href="https://www.benzinga.com/25/04/44857887/taiwan-semiconductor-q1-surges-41-in-sales-boosted-by-ai-chip-demand-expanded-margins" rel="noreferrer noopener">first-quarter net sales</a> of $25.53 billion (839.25 billion New Taiwanese Dollars), up 41.6% year over year and topping the analyst consensus estimate of $23.92 billion. However, net sales declined&nbsp;3.4% quarter over quarter.
Net income and earnings per share were $361.56 billion New Taiwanese Dollars and 13.94 New Taiwanese Dollars per share (or $2.12), topping the&nbsp;analyst consensus of $1.82.
Taiwan Semiconductor&nbsp;guided second-quarter&nbsp;2025 revenue of $28.4 billion to $29.2 billion, versus the $26.79&nbsp;billion analyst estimate.&nbsp;
Price Action: TSM stock is trading higher by 2.56% to $216.52 at last check Monday.
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Taiwan Semiconductor Eyes Rollout Of 2nm Advanced Tech Chips This Year

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