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Oracle provides enterprise applications and infrastructure offerings around the world through a variety of flexible IT deployment models, including on-premises, cloud-based, and hybrid. Founded in 1977, Oracle pioneered the first commercial SQL-based relational database management system, which is commonly used for running online transaction processing and data warehousing workloads. Besides database systems, Oracle also sells enterprise resource planning, or ERP, customer relationship management, or CRM, and human capital management, or HCM, applications. Today, Oracle has more than 159,000 full-time employees in over 170 countries.

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Amazon planea reforzar su alianza con Anthropic con una inversión de miles de millones de dólares, ampliando su apoyo operativo en IA.

Amazon amplía inversión en Anthropic con miles de millones de dólares adicionales

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El Pentágono firma con OpenAI un acuerdo por 200 millones de dólares para aplicar IA avanzada en defensa y seguridad nacional.

OpenAI obtiene contrato del Pentágono por 200 millones para IA en defensa

Sam Altman

Altman critica a Musk por presionar al gobierno contra el proyecto Stargate. OpenAI busca reducir su dependencia de Microsoft.

Sam Altman acusa a Elon Musk de intentar sabotear el megacentro de datos Stargate de OpenAI

Cloudflare (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NET#NYSE">NET</a>) stock has significantly <a href="https://www.benzinga.com/topic/cybersecurity">outperformed</a> the market, surging 71% year-to-date, fueled by a robust 73% gain in its most recent quarter. In contrast, the NYSE Composite Index, which includes Cloudflare, rose only 8% and 13% during the same respective periods.
Cloudflare is a cybersecurity company that delivers internet infrastructure services that improve website and app speed, security, and reliability.
The company operates as a Content Delivery Network (CDN) by using its global server network to cache and deliver website content near end users, boosting site speed and performance.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/02/43570917/cloudflares-ai-expansion-and-enterprise-growth-set-the-stage-for-big-gains-analysts" rel="noreferrer noopener">Buy Cloudflare Or Sell? Analysts Vary Over Sales Acceleration And Business Momentum</a>
The global CDN market is expected <a target="_blank" href="https://www.precedenceresearch.com/content-delivery-network-market" rel="noreferrer noopener">to grow from</a> $27.59 billion in 2024 to over $144.91 billion by 2034, expanding at a compound annual growth rate (CAGR) of 18.04% between 2025 and 2034.
Companies like Cloudflare have the potential to gain from the&nbsp;rapidly expanding CDN space as consumers increasingly turn to streaming video and audio content. However, its competitors include Big Tech giants like Amazon.com (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) Amazon Web Services.
<h2 class="wp-block-heading">Recent Quarter Results</h2>
On May 8, Cloudflare reported <a target="_blank" href="https://www.benzinga.com/news/earnings/25/05/45303427/cloudflare-stock-rises-on-q1-earnings-after-landing-largest-contract-in-company-history-innovation-wins-in-a-constantly-changing-world" rel="noreferrer noopener">first-quarter revenue</a> of $479.09 million, up 27% on a year-over-year basis, topping analyst consensus estimates&nbsp;of $469.28 million backed by over $100 million deal driven by its Workers developer platform, and the longest-term SASE contract to date.
Cloudflare expects second-quarter revenue of $500 million-$501 million versus estimates of $500.34 million. Cloudflare also affirmed its full-year 2025 guidance, including revenue of $2.09 billion-$2.094 billion versus estimates of $2.09 billion.
<h2 class="wp-block-heading">Analyst Take On Cloudflare</h2>
Thirty-three analysts set a <a href="https://www.benzinga.com/quote/NET/analyst-ratings" target="_blank" rel="noreferrer noopener">consensus price target</a> of $141.56 for Cloudflare. Morgan Stanley issued the highest target at $225 on July 11, 2025. Based on the latest ratings from Morgan Stanley, KeyBanc, and Oppenheimer, who collectively averaged a $211.67 target, Cloudflare shares have an implied 15.09% upside.
Needham analyst Mike Cikos <a target="_blank" href="https://www.benzinga.com/25/05/45324074/cloudflares-big-deal-and-strong-sales-drive-stock-price-growth-says-analyst" rel="noreferrer noopener">expressed optimism over</a> the stock after its quarterly results, citing its record-breaking $130 million, five-year Pool-of-Funds agreement, beating out AWS. The analyst highlighted Cloudflare&#8217;s business model shift from network investment and a freemium approach to deeper service functionality and targeting large enterprise adoption. The analyst said its technology is well-suited to address critical problems and support emerging trends like Cloud Direct, Zero Trust, digital transformation, multi-cloud, and Edge Compute.
On March 26, Goldman Sachs analyst Gabriela Borges <a target="_blank" href="https://www.benzinga.com/analyst-ratings/analyst-color/25/03/44503722/cloudflares-developer-and-ai-tools-fuel-long-term-growth-goldman-sachs-analyst-says" rel="noreferrer noopener">maintained a Buy</a> rating on Cloudflare with a $161 price forecast, citing strong AI inference potential. Borges expects Cloudflare&#8217;s Act III products to grow from $80 million ARR in 2024 to $1.3 billion by 2030, supported by rising capex and GPU investment. She believes Cloudflare&#8217;s early-stage product cycle and tech advantages will help it capture a significant share of the AI-driven profit pool.
On March 25, Bank of America Securities analyst Madeline Brooks upgraded Cloudflare to Buy and <a target="_blank" href="https://www.benzinga.com/25/03/44480078/cloudflares-ai-push-and-security-surge-lead-to-major-upgrade-analyst-projects-30-growth" rel="noreferrer noopener">raised the price forecast</a> to $160 from $60, citing strong AI-as-a-Service and security growth.
Brooks believes Cloudflare could emerge as a leading AI-as-a-Service provider, as enterprises increasingly favor this model for adopting AI tools. She notes that Cloudflare is gaining momentum in network security, especially in SASE, as businesses shift toward software-based security solutions.
She expects this strength in AI and security to fuel a 30% compound annual growth rate over the next three years, up from her 25% estimate. Brooks adds that enterprises choose Cloudflare over major hyperscalers like AWS, Oracle (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>), and Microsoft (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) Azure due to its ease of use, scalability, and better resource efficiency.
Brooks sees Cloudflare meeting full-year revenue guidance but warns it must execute flawlessly to hit its ambitious $5 billion revenue target by 2028.
On June 11, Cathie Wood&#8217;s&nbsp;Ark Invest&nbsp;<a target="_blank" href="https://www.benzinga.com/markets/equities/25/06/45897032/cathie-woods-ark-invest-continues-to-offload-palantir-loads-up-on-beam-therapeutics-gitlab" rel="noreferrer noopener">made significant trades</a>, with Cloudflare being a prominent stock. Ark Invest sold 5,193 Cloudflare shares.
<h2 class="wp-block-heading">Recent Expansion Initiatives By Cloudflare</h2>
On June 13, Cloudflare <a target="_blank" href="https://www.benzinga.com/markets/offerings/25/06/45922498/cloudflare-raises-1-75-billion-in-note-offering-eyes-growth-and-strategic-moves" rel="noreferrer noopener">raised $1.75 billion</a> by pricing convertible notes due in 2030, generating $1.72 billion in net proceeds and including an option to increase the offering by $250 million.
The company set a 45% conversion premium and plans to use the proceeds for capped call transactions and general corporate purposes.
Price Action: NET stock is trading higher by 1.47% to $184.60 at last check Friday.
Read Next:
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<li><a href="https://www.benzinga.com/analyst-stock-ratings/upgrades/25/07/46373610/amc-stock-just-got-upgrade-could-premium-screens-box-office-momentum-signal-a-comeback" target="_blank" rel="noreferrer noopener">AMC Stock Just Got Upgrade — Could Premium Screens, Box Office Momentum Signal A Comeback?</a></li>
</ul>
Photo via Shutterstock

Movers

Cloudflare Soars 71% In 2025, Crushing Market Performance

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders will search for circumstances when the market estimation of an option diverges heavily from its normal worth. High amounts of trading activity could push option prices to exaggerated or underestimated levels. 
Below are some instances of options activity happening in the Information Technology sector: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>MSTR</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>07/11/25</td>
<td>$430.00</td>
<td>$50.0K</td>
<td>10.7K</td>
<td>35.6K</td>
</tr>
<tr>
<td>AMD</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/18/25</td>
<td>$145.00</td>
<td>$31.1K</td>
<td>18.8K</td>
<td>19.4K</td>
</tr>
<tr>
<td>ORCL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>07/18/25</td>
<td>$240.00</td>
<td>$28.8K</td>
<td>8.7K</td>
<td>5.5K</td>
</tr>
<tr>
<td>PLTR</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>07/18/25</td>
<td>$143.00</td>
<td>$94.8K</td>
<td>1.0K</td>
<td>4.5K</td>
</tr>
<tr>
<td>CRWV</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>07/18/25</td>
<td>$135.00</td>
<td>$196.5K</td>
<td>1.4K</td>
<td>4.0K</td>
</tr>
<tr>
<td>INTC</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/11/25</td>
<td>$23.00</td>
<td>$25.5K</td>
<td>10.2K</td>
<td>3.8K</td>
</tr>
<tr>
<td>CIFR</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>08/29/25</td>
<td>$4.50</td>
<td>$34.5K</td>
<td>0</td>
<td>1.7K</td>
</tr>
<tr>
<td>PANW</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$200.00</td>
<td>$54.2K</td>
<td>2.4K</td>
<td>1.6K</td>
</tr>
<tr>
<td>AAPL</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>08/01/25</td>
<td>$195.00</td>
<td>$48.0K</td>
<td>3.6K</td>
<td>1.6K</td>
</tr>
<tr>
<td>ACN</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>08/01/25</td>
<td>$265.00</td>
<td>$99.8K</td>
<td>88</td>
<td>802</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These itemized elaborations have been created using the accompanying table. 
• For MSTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>), we notice a call option trade that happens to be bearish, is expiring today. Parties traded 200 contract(s) at a $430.00 strike. The total cost received by the writing party (or parties) was $50.0K, with a price of $250.0 per contract. There were 10796 open contracts at this strike prior to today, and today 35666 contract(s) were bought and sold. 
• For AMD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), we notice a call option sweep that happens to be bearish, expiring in 7 day(s) on July 18, 2025. This event was a transfer of 74 contract(s) at a $145.00 strike. This particular call needed to be split into 24 different trades to become filled. The total cost received by the writing party (or parties) was $31.1K, with a price of $421.0 per contract. There were 18819 open contracts at this strike prior to today, and today 19469 contract(s) were bought and sold. 
• Regarding ORCL (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>), we observe a call option sweep with bullish sentiment. It expires in 7 day(s) on July 18, 2025. Parties traded 200 contract(s) at a $240.00 strike. This particular call needed to be split into 6 different trades to become filled. The total cost received by the writing party (or parties) was $28.8K, with a price of $144.0 per contract. There were 8734 open contracts at this strike prior to today, and today 5527 contract(s) were bought and sold. 
• For PLTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>), we notice a put option trade that happens to be bullish, expiring in 7 day(s) on July 18, 2025. This event was a transfer of 300 contract(s) at a $143.00 strike. The total cost received by the writing party (or parties) was $94.8K, with a price of $316.0 per contract. There were 1072 open contracts at this strike prior to today, and today 4516 contract(s) were bought and sold. 
• For CRWV (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>), we notice a call option trade that happens to be neutral, expiring in 7 day(s) on July 18, 2025. This event was a transfer of 673 contract(s) at a $135.00 strike. The total cost received by the writing party (or parties) was $196.5K, with a price of $292.0 per contract. There were 1475 open contracts at this strike prior to today, and today 4082 contract(s) were bought and sold. 
• For INTC (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), we notice a call option sweep that happens to be bearish, is expiring today. Parties traded 500 contract(s) at a $23.00 strike. This particular call needed to be split into 8 different trades to become filled. The total cost received by the writing party (or parties) was $25.5K, with a price of $51.0 per contract. There were 10272 open contracts at this strike prior to today, and today 3859 contract(s) were bought and sold. 
• For CIFR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CIFR#NASDAQ">CIFR</a>), we notice a put option sweep that happens to be bullish, expiring in 49 day(s) on August 29, 2025. This event was a transfer of 1380 contract(s) at a $4.50 strike. This particular put needed to be split into 29 different trades to become filled. The total cost received by the writing party (or parties) was $34.5K, with a price of $25.0 per contract. There were 0 open contracts at this strike prior to today, and today 1732 contract(s) were bought and sold. 
• Regarding PANW (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>), we observe a call option trade with bullish sentiment. It expires in 35 day(s) on August 15, 2025. Parties traded 175 contract(s) at a $200.00 strike. The total cost received by the writing party (or parties) was $54.2K, with a price of $310.0 per contract. There were 2473 open contracts at this strike prior to today, and today 1694 contract(s) were bought and sold. 
• For AAPL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), we notice a put option sweep that happens to be bullish, expiring in 21 day(s) on August 1, 2025. This event was a transfer of 400 contract(s) at a $195.00 strike. This particular put needed to be split into 6 different trades to become filled. The total cost received by the writing party (or parties) was $48.0K, with a price of $120.0 per contract. There were 3689 open contracts at this strike prior to today, and today 1662 contract(s) were bought and sold. 
• Regarding ACN (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ACN#NYSE">ACN</a>), we observe a put option sweep with bearish sentiment. It expires in 21 day(s) on August 1, 2025. Parties traded 644 contract(s) at a $265.00 strike. This particular put needed to be split into 33 different trades to become filled. The total cost received by the writing party (or parties) was $99.8K, with a price of $155.0 per contract. There were 88 open contracts at this strike prior to today, and today 802 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more about unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Options

AAPL

CIFR

CRWV

INTC

MSTR

PANW

PLTR

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

Analyst Ratings

Trading Ideas

Live On CNBC, Jim Lebenthal Announces Trimmed Oracle Position

<a href="https://www.bloomberg.com/news/articles/2025-07-10/oracle-said-to-move-ahead-with-cloud-services-plan-in-indonesia?embedded-checkout=true">https://www.bloomberg.com/news/articles/2025-07-10/oracle-said-to-move-ahead-with-cloud-services-plan-in-indonesia?embedded-checkout=true</a>

General

'Oracle Said to Move Ahead With Cloud Services Plan in Indonesia'- Bloomberg

The investment landscape is shifting as companies across various sectors demonstrate resilience and innovation, prompting investors to <a href="https://www.benzinga.com/topic/wall-street">reassess their portfolios.</a>
On <a href="https://www.cnbc.com/video/2025/07/10/final-trades-abbvie-boeing-oracle-and-joby-aviation.html">CNBC's </a>&#8220;Halftime Report Final Trades,&#8221; Bryn Talkington, managing partner at Requisite Capital Management, said if AbbVie Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ABBV#NYSE">ABBV</a>) can break above $197, it marches towards <a href="https://www.benzinga.com/quote/ABBV">its all-time high level</a>.
According to recent news, IGI Therapeutics SA, a wholly owned subsidiary of Ichnos Glenmark Innovation Inc., and AbbVie announced on Thursday an exclusive licensing agreement for IGI's lead investigational asset, ISB 2001, developed using IGI's proprietary BEAT protein platform, for the treatment of oncology and autoimmune diseases.
Kevin Simpson, founder and CEO of Capital Wealth Planning, selected The Boeing Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>), stating that it&#8217;s no longer a turnaround story and is instead a legitimate recovery. MAX orders are up, and the backlog is unbelievable, he noted.
Supporting his view, Susquehanna analyst Charles Minervino maintained a Positive rating for Boeing on Wednesday and raised the price target from $240 to $252.
Don't forget to check out our <a href="https://www.benzinga.com/premarket/">premarket coverage here</a>
Jason Snipe, founder and chief investment officer of Odyssey Capital Advisors, recommended hanging on to Oracle Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>), saying he likes the Stargate project.
Lending support to his choice, Piper Sandler analyst Brent Bracelin upgraded Oracle from Neutral to Overweight on Thursday and raised the price target from $190 to $270.
Joshua Brown, co-founder and CEO of Ritholtz Wealth Management, named Joby Aviation, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JOBY#NYSE">JOBY</a>) as his final trade.
According to recent news, Joby Aviation announced on June 30 the successful completion of piloted, vertical-takeoff-and-landing flights of its electric air taxi in Dubai. This marks a significant milestone in the company's plan to begin commercial operations in the region by 2026.
Price Action:
<ul class="wp-block-list">
<li>AbbVie shares gained 2.3% to close at $195.00 on Thursday.</li>
<li>Boeing fell 0.2% to close at $226.09 during the session.</li>
<li>Joby Aviation shares jumped 6.7% to close at $12.33.</li>
<li>Oracle shares slipped 0.1% to close at $235.00 during the session.</li>
</ul>
Check This Out: 
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<li><a href="https://www.benzinga.com/trading-ideas/dividends/25/07/46341009/how-to-earn-500-a-month-from-jpmorgan-stock-ahead-of-q2-earnings">How To Earn $500 A Month From JPMorgan Stock Ahead Of Q2 Earnings</a></li>
</ul>
Photo: Shutterstock

Long Ideas

Media

ABBV

JOBY

Boeing, Joby Aviation, Oracle  And A Health Care Stock: CNBC's 'Final Trades'

Alphabet Inc.&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) Google division will heavily discount cloud computing services for the U.S. government as the Trump administration pressures technology giants to slash prices on lucrative federal contracts worth more than $20 billion annually.
What Happened: The agreement follows Oracle Corp.&#8216;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) precedent-setting deal that included 75% discounts on some software contracts and substantial reductions on cloud computing services. A senior General Services Administration official <a href="https://www.ft.com/content/f4b6e155-8f2e-4486-8811-aaaa6158228a">told</a> the Financial Times that Google&#8217;s cloud contract is likely &#8220;to land in a similar spot,&#8221; with finalization expected within weeks.
Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) Azure and Amazon.com Inc.&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) Amazon Web Services are expected to follow with equivalent discounts, though negotiations remain less advanced than with Google, according to the GSA official. &#8220;Every single of those companies is totally bought in, they understand the mission,&#8221; the official said. &#8220;We will get there with all four players.&#8221;
The four cloud providers account for the bulk of the government&#8217;s annual $20 billion cloud services spending. President Donald Trump&#8216;s administration is attempting to slash IT procurement costs as part of the Department of Government Efficiency initiative, previously led by Elon Musk.
See Also: <a href="https://www.benzinga.com/markets/tech/25/07/46359669/teslas-annual-shareholder-meeting-set-for-november-6th-dan-ives-says-elon-musks-pay-package-in-the-spotlight">Tesla&#8217;s Annual Shareholder Meeting Set For November 6th, Dan Ives Says Elon Musk&#8217;s $56 Billion Pay Package &#8216;Will Be The Focus&#8217;</a>
Why It Matters: Oracle&#8217;s recent agreements could <a href="https://www.benzinga.com/markets/equities/25/07/46335864/oracle-stock-gains-as-30-billion-ai-cloud-deals-mark-pivotal-moment-in-race-against-rivals-jefferies-calls-it-a-hyperscale-leap-amid-trump-backed-stargate-push">generate over $30 billion in yearly revenue by fiscal 2028</a>, according to regulatory filings. Jefferies analysts called the deals a &#8220;pivotal moment&#8221; in Oracle&#8217;s transition to hyperscale cloud status, positioning the company to double its remaining performance obligations while accelerating revenue growth.
Tech leaders, including Meta Platforms Inc.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) Mark Zuckerberg and Google&#8217;s Sundar Pichai have courted Trump, <a href="https://www.benzinga.com/government/regulations/25/01/43085323/trump-sworn-in-as-47th-president-declares-golden-age-of-america-begins-right-now">appearing at his inauguration</a> and ending diversity programs. Amazon&#8217;s Jeff Bezos has <a href="https://www.benzinga.com/markets/tech/25/06/46107959/jeff-bezos-and-blue-origin-engaged-with-trump-administration-for-government-contracts-amid-elon-musks-rift-with-the-president-report">worked to rebuild relationships</a> after Trump&#8217;s first term saw AWS lose the $10 billion Joint Enterprise Defense Infrastructure contract to Microsoft in 2019.
Oracle founder Larry Ellison has formed close ties with Trump, participating in TikTok <a href="https://www.benzinga.com/tech/25/01/43118289/trump-open-to-elon-musk-or-larry-ellison-buying-tiktok-calls-us-permit-key-to-1-trillion-valuation">acquisition talks and the $100 billion</a> Stargate AI data center project alongside OpenAI.
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/tech/25/07/46359878/cathie-wood-continues-to-back-tesla-as-investors-panic-amid-elon-musks-return-to-politics-calls-robotaxi-bet-a-trillion-dollar-opportunity">Cathie Wood Continues To Back Tesla As Investors Panic Amid Elon Musk&#8217;s Return To Politics: Calls Robotaxi Bet A Trillion-Dollar Opportunity</a></li>
</ul>
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: JHVEPhoto / Shutterstock.com

Politics

ADBE

Trump Pushes Google, Amazon, Microsoft To Cut Cloud Prices: $20 Billion IT Budget On Chopping Block As Oracle Sets Precedent: Report

Palantir Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>) is gaining momentum as a key player in the global AI space due to strong government-backed initiatives like Project Stargate under the Trump administration.
A recent NATO contract further underscores Palantir's growing influence in international defense and intelligence sectors.
The company is also well-positioned to expand in regions like the Middle East, where disciplined budgeting and rising AI adoption present new growth opportunities.
Also Read:<a target="_blank" href="https://www.benzinga.com/trading-ideas/movers/25/07/46349530/palantir-stock-is-trending-thursday-whats-going-on" rel="noreferrer noopener"> Palantir Stock Is Trending Thursday: What's Going On?</a>
<h2 class="wp-block-heading">Analyst Opinion</h2>
Wedbush analyst Daniel Ives reiterated an Outperform rating on Palantir Technologies, <a target="_blank" href="https://www.benzinga.com/quote/pltr/analyst-ratings" rel="noreferrer noopener">raising the price forecast from $140 to $160.</a>
The analyst highlights that the current Trump administration is likely to act as a tailwind for Palantir, especially as AI initiatives within the U.S. government, including those led by the Department of Defense, continue to gain momentum.
Increased federal focus on AI, exemplified by efforts like Project Stargate, is expected to support Palantir's expansion within the public sector as Washington intensifies its push to build out national AI infrastructure.
Additionally, Ives sees Palantir's recent NATO contract win as a further signal of growing opportunity, with AI adoption accelerating across both U.S. and European government agencies.
He also points to the company's alignment with a more disciplined global budget environment, suggesting this shift will help drive Palantir's growth trajectory as it continues to gain influence—particularly in regions like the Middle East, where AI priorities are quickly moving to the forefront.
Ives raises his price forecast, citing increased confidence in the company's AI-driven strategy as a key catalyst for growth over the next 12 to 18 months.
He views Palantir as having a clear trajectory to become a major enterprise software player- comparing its potential to Oracle Corporation's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>)-and while the stock's current valuation appears elevated, he assumes Palantir is well-positioned to be a dominant force in the massive AI spend expected in the coming years.
Ives continues to name Palantir as a top pick within his "IVES AI 30" list, emphasizing the growing impact of its Artificial Intelligence Platform (AIP), which is becoming essential for enterprises exploring AI adoption across industries.
The analyst points out that both new and existing customers in commercial and federal markets are increasingly adopting various parts of Palantir's technology suite, particularly as the company rolls out new, valuable AI use cases to drive operational efficiencies.
He highlights that Palantir's AIP U.S. commercial business could generate more than $1 billion in annual revenue in the future, noting that the broader market may be underestimating this opportunity and the long-term competitive edge Palantir has built under CEO Alex Karp's leadership.
According to Ives, recent feedback from customers points to Palantir's bootcamps offering significant value, helping organizations identify and implement AI solutions rapidly.
These bootcamps are reportedly shortening sales cycles and accelerating product deployment and workflow optimization.
Palantir is experiencing strong demand for AIP across both commercial and government sectors, driven by its ability to address real-world enterprise challenges with scalable AI tools.
Price Action: PLTR shares are trading lower by 0.56% to $142.36&nbsp;at last check Thursday.
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Analyst Color

Price Target

Reiteration

Palantir Is The 'Next Oracle' On Trump-Backed AI Surge: Analyst

CNBC Halftime Report Final Trades: Boeing, Oracle, Joby Aviation, AbbVie

Oracle Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) is poised to benefit from rising enterprise demand for AI infrastructure, according to Piper Sandler.
The Oracle Analyst: <a href="https://www.benzinga.com/analyst-stock-ratings/analyst/586e4055351b9b00018beeab/brent-bracelin">Analyst Brent Bracelin</a> upgraded the rating to Overweight, while raising the price target from $190 to $270.
The Oracle Thesis: The bullish AI infrastructure spending backdrop could "add another layer of growth to the outsized OpenAI-Stargate opportunity," Bracelin said in the upgrade note.
Check out <a href="https://www.benzinga.com/analyst-stock-ratings">other analyst stock ratings</a>.
The latest CIO survey indicates the emergence of "additional upside levers" for Oracle, he stated.
"Net spending intentions for CIOs on Oracle OCI shot up to 27% (versus 18% in the prior survey), hinting at a growing enterprise appetite on top of the existing OpenAI/Stargate agreement that is poised to support triple-digit backlog growth during F2026," the analyst wrote.
He raised the earnings estimates for fiscal 2026 and 2027 from $6.60 per share to $6.65 per share and from $7.91 per share to $8 per share, respectively.
ORCL Price Action: Shares of Oracle had risen by 0.22% to $235.83 at the time of publication on Thursday.
Read More: • <a href="https://www.benzinga.com/markets/tech/25/07/46336890/amazon-may-pour-billions-more-into-anthropic-as-13-8-billion-ai-bet-grows-report">Amazon May Pour Billions More Into Anthropic As $13.8 Billion AI Bet Grows: Report</a>
Photo: Rokas Tenys via Shutterstock

Upgrades

Oracle Stock Upgrade On AI Surge, OpenAI Deal Seen Fueling Growth

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul class="wp-block-list">
<li>Keybanc analyst Justin Patterson upgraded the rating for Roku, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ROKU#NASDAQ">ROKU</a>) from Sector Weight to Overweight and announced a $115 price target. Roku shares closed at $88.63 on Wednesday. <a href="https://www.benzinga.com/quote/ROKU/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Piper Sandler analyst Brent Bracelin upgraded Oracle Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) from Neutral to Overweight and raised the price target from $190 to $270. Oracle shares closed at $234.50 on Wednesday. <a href="https://www.benzinga.com/quote/ORCL/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>HSBC analyst Frank Lee upgraded the rating for Advanced Micro Devices, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) from Hold to Buy and announced a $200 price target. AMD shares closed at $138.41 on Wednesday. <a href="https://www.benzinga.com/quote/AMD/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Wolfe Research analyst Steven Chubak upgraded Piper Sandler Companies (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PIPR#NYSE">PIPR</a>) from Peer Perform to Outperform and announced a $339 price target. Piper Sandler shares closed at $289.78 on Wednesday. <a href="https://www.benzinga.com/quote/PIPR/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Goldman Sachs analyst Christine Cho upgraded the rating for McDonald&#8217;s Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MCD#NYSE">MCD</a>) from Neutral to Buy and maintained the price target of $345. McDonald&#8217;s shares closed at $292.98 on Wednesday. <a href="https://www.benzinga.com/quote/MCD/analyst-ratings">See how other analysts view this stock.</a></li>
</ul>
Considering buying AMD stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><a href="https://www.benzinga.com/quote/AMD/analyst-ratings"><img loading="lazy" decoding="async" width="1024" height="592" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/10095705/image-118-1024x592.png" alt="" class="wp-image-980171" style="width:664px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/10095705/image-118-1024x592.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/10095705/image-118-300x174.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/10095705/image-118-768x444.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/10095705/image-118.png 1058w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
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Photo via Shutterstock

PIPR

ROKU

This AMD Analyst Turns Bullish; Here Are Top 5 Upgrades For Thursday

Piper Sandler analyst Brent Bracelin upgrades Oracle (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) from Neutral to Overweight and raises the price target from $190 to $270.

Piper Sandler Upgrades Oracle to Overweight, Raises Price Target to $270

Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) is considering an additional multibillion-dollar investment in Anthropic to deepen its strategic artificial intelligence partnership. 
What Happened: The potential deal would extend Amazon&#8217;s existing $8 billion commitment to the San Francisco-based AI model builder. The Financial Times <a href="https://www.ft.com/content/3e569928-dc0e-4baa-80c3-b51d24facb23">reported</a>, citing sources.
The investment would position Amazon to remain among Anthropic&#8217;s largest shareholders alongside Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>), which has invested over $3 billion in the company. 
Amazon executives view the partnership as a critical bulwark against the Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) and OpenAI alliance, which has dominated early AI commercialization efforts <a href="https://www.benzinga.com/markets/tech/25/07/46336365/apples-data-center-chief-joins-openai-as-sam-altman-jony-ive-team-up-in-6-4-billion-io-deal">through a $14 billion investment</a>.
&#8220;We quickly realized that we had many shared goals that were fundamentally critical,&#8221; said Dan Grossman, Amazon&#8217;s vice president of worldwide corporate development. &#8220;The size of the [existing investment] represents our ambition.&#8221;
Amazon&#8217;s &#8220;fair value&#8221; stake in Anthropic is approximately $13.8 billion, according to regulatory filings. The investment structure uses convertible notes with caps preventing either Amazon or Google from owning more than one-third of the company. 
Amazon and Anthropic did not immediately respond to&nbsp;<a href="http://pro.benzinga.com/" target="_blank" rel="noreferrer noopener">Benzinga</a>'s request for comment.
See Also: <a href="https://www.benzinga.com/markets/tech/25/07/46336365/apples-data-center-chief-joins-openai-as-sam-altman-jony-ive-team-up-in-6-4-billion-io-deal">Apple&#8217;s Data Center Chief Joins OpenAI As Sam Altman, Jony Ive Team Up In $6.4 Billion &#8216;io&#8217; Deal</a>
Why It Matters: The partnership extends beyond financial backing into operational integration. Amazon outlined plans for &#8220;Project Rainier,&#8221; a massive data center initiative in New Carlisle, Indiana, designed to power Anthropic&#8217;s computing needs. The facility will draw 2.2 gigawatts when completed, surpassing Oracle Corp.&#8216;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) 1.2-gigawatt campus for OpenAI in Texas.
The investment comes as AI competition <a href="https://www.benzinga.com/markets/tech/25/07/46335602/elon-musk-s-xai-launches-grok-4-with-phd-level-ai-debuts-in-300-month-supergrok-tier">intensifies across the technology sector.</a> Elon Musk&#8216;s xAI recently launched Grok 4, claiming &#8220;PhD-level&#8221; capabilities that outperform competitors, including Anthropic&#8217;s Claude models. 
Meanwhile, Perplexity AI launched its Comet browser after Google Chrome rejected its offer to <a href="https://www.benzinga.com/markets/tech/25/07/46335291/google-rejected-perplexitys-request-to-become-a-default-search-engine-option-on-chrome-ai-startup-fires-back-with-comet-browser">become a default search engine option</a>.
Read Next: 
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<li><a href="https://www.benzinga.com/markets/equities/25/07/46335864/oracle-stock-gains-as-30-billion-ai-cloud-deals-mark-pivotal-moment-in-race-against-rivals-jefferies-calls-it-a-hyperscale-leap-amid-trump-backed-stargate-push">Oracle Stock Gains As $30 Billion AI Cloud Deals Mark &#8216;Pivotal Moment&#8217; In Race Against Rivals — Jefferies Calls It A Hyperscale Leap Amid Trump-Backed Stargate Push</a></li>
</ul>
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: Shutterstock

Amazon May Pour Billions More Into Anthropic As $13.8 Billion AI Bet Grows: Report

Oracle Corp.&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) cloud-services agreements have positioned the company as a leading force in the hyperscale cloud industry, according to analysts. The deals, which could add over $30 billion in yearly revenue by 2028, have sparked optimism about Oracle&#8217;s long-term growth prospects.
What Happened: In a regulatory filing last week, Oracle announced a series of significant cloud services agreements. These agreements, including one expected to generate over $30 billion in yearly revenue&nbsp;starting in fiscal year 2028, have been described as a &#8220;pivotal moment&#8221; in the company&#8217;s transition to a hyperscale cloud power, <a href="https://www.marketwatch.com/story/oracles-stock-is-a-standout-in-the-software-sector-these-analysts-say-heres-why-657de921">reported</a> MarketWatch.
Analysts at Jefferies, led by Brent Thill, highlighted Oracle as a standout among large-cap software companies. The company is positioned to more than double its remaining performance obligations (RPO) while also speeding up its overall revenue growth. 
Analysts view these developments as a major turning point in Oracle's cloud strategy, with the potential to shift investor discussions around backlog growth, the timing of revenue acceleration, and the company's ability to capitalize on large-scale AI demand.
See Also: <a href="https://benzinga.com/crypto/cryptocurrency/25/07/46329995/bitcoin-holds-109000-as-ethereum-xrp-dogecoin-attempt-to-break-higher" target="_blank" rel="noopener">Bitcoin Holds $109,000 As Ethereum, XRP, Dogecoin Attempt To Break Higher &#8211; Benzinga</a>
Although the deals will not impact revenue in fiscal year 2026, they're expected to improve Oracle's visibility into long-term sales trends and reinforce its position as a hyperscaler capable of landing massive contracts.
Why It Matters: Earlier in July, Oracle made headlines when it <a href="https://www.benzinga.com/markets/tech/25/07/46241424/openais-4-5-gw-lease-from-oracle-fuels-stargates-500-billion-vision">agreed to lease 4.5 gigawatts of computing power</a> to OpenAI, a key player in the AI industry. This lease was part of the $500 billion Stargate project for artificial intelligence data centers and infrastructure, which was announced by President Donald Trump. 
Oracle&#8217;s position in the AI industry was further bolstered when it offered <a href="https://www.benzinga.com/markets/tech/25/07/46270569/oracle-offers-deep-discounts-to-us-government-on-ai-cloud-and-database-tools-report">deep discounts on its AI, cloud, and database tools to the U.S. government</a>. This strategic move not only strengthened Oracle&#8217;s relationship with a major client but also showcased its commitment to becoming a key player in the AI sector.
Despite Oracle&#8217;s successes, it faces stiff competition in the AI infrastructure sector. <a href="https://www.benzinga.com/markets/equities/25/07/46291765/coreweave-ceo-bets-on-custom-built-software-stack-to-outpace-rivals-but-calls-oracle-a-formidable-competitor">CoreWeave CEO Michael Intrator acknowledged Oracle as a strong rival</a> in the AI infrastructure sector, emphasizing the importance of CoreWeave&#8217;s unique selling point in differentiating itself from Oracle.
Price Action: Oracle closed at $235.81 on Wednesday, up 0.56%, and edged to $235.90 after hours. The stock is up 42.03% year to date, according to <a href="https://pro.benzinga.com/dashboard">data from Benzinga Pro</a>.
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Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo Courtesy: Rokas Tenys via Shutterstock

Oracle Stock Gains As $30 Billion AI Cloud Deals Mark 'Pivotal Moment' In Race Against Rivals — Jefferies Calls It A Hyperscale Leap Amid Trump-Backed Stargate Push

The Settlement Agreement
The Settlement Agreement provides, in part, that:
 &nbsp;
•No Parties admit any liability or wrongdoing.
 &nbsp;
•No later than July 9, 2025, Oracle will remit back to Rimini approximately $37.8 million of the approximately $58.7 million in attorneys' fees and costs Rimini paid to Oracle in late 2024, which the Company has agreed will satisfy the District Court's Order on Fees on Remand dated June 2, 2025. The amount to be remitted back to Rimini includes interest. Oracle will be entitled to retain approximately $22.5 million of the fee award that Rimini previously paid to Oracle. Oracle completed the remit to Rimini on July 8, 2025.
 &nbsp;
•No later than July 22, 2025, the Parties to the Settlement Agreement will jointly move the District Court for a stay of all pending proceedings in the Rimini II litigation and the vacatur of all currently scheduled hearing dates
1
 &nbsp;
and deadlines. If the District Court declines to enter the stay, within fourteen (14) calendar days of such denial, Oracle shall file with the District Court a motion to dismiss without prejudice the Rimini II case in its entirety.
 &nbsp;
•If, among other obligations, the Company (a) completes its previously announced wind down of its provision of support and services for Oracle's PeopleSoft software (the "Wind Down") no later than July 31, 2028 (the "Wind Down Period"), (b) notifies all existing customers for which it supplies such support and services of the Wind Down, (c) provides required quarterly Wind Down progress reports to Oracle with certain agreed-upon information and (d) signs a declaration, under penalty of perjury, affirming that the Wind Down is complete and issues a public statement as to the same, which statement can be in the form of a filing made with the United States Securities and Exchange Commission (the "SEC"), then, within 14 days after the Company certifies to Oracle that the Wind Down has been completed, the Parties will jointly file a stipulation with the District Court to dismiss the Rimini II litigation with prejudice.
 &nbsp;
•During the Wind Down Period, the Parties covenant and agree not to make, initiate, join, take action in connection with, or assert any claim, action, litigation or proceeding of any kind, known or unknown, anywhere in the world against each other during the Wind Down Period based on any claim for conduct at issue in the Rimini I or Rimini II cases that accrued either (i) before the end of the Wind Down Period, if related to PeopleSoft products, or (ii) before the Settlement Agreement Effective Date, if related to any other Oracle product or service (such agreement and covenant, the "Litigation Standstill"), including any new lawsuits, contempt proceedings, actions to enforce the Rimini I Injunction or the Rimini II Injunction, or for discovery. In the event of a breach by any Party that remains uncured after the cure period and leads to the termination of the Settlement Agreement, Oracle may ask the District Court to lift the Litigation Standstill.
 &nbsp;
•The Rimini I Injunction and the Rimini II Injunction shall remain in effect, and the District Court will retain jurisdiction to enforce them.
 &nbsp;
The Settlement Agreement also contains customary representations, warrantiesand covenants. The above descriptions of the litigation with Oracle and the Settlement Agreement do not purport to be complete. The Company intends to file a redacted copy of the confidential Settlement Agreement as an exhibit to its Quarterly Report on Form 10-Q for the quarter ended June 30, 2025.

Legal

RMNI

Oracle Will Remit Back To Rimini ~$37.8M Settlement Refund, Agree To Wind Down PeopleSoft Services By 2028 To Fully Resolve Rimini II Litigation

On July 7, 2025 (the "Effective Date"), Rimini Street, Inc. ("Rimini" or the "Company") and its President, Chief Executive Officer and Chairman of the Board, Seth A. Ravin ("Ravin"), entered into a confidential settlement agreement (the "Settlement Agreement") with Oracle Corporation and certain of its affiliates (collectively, "Oracle") (and all signatories collectively the "Parties"). If all Parties complete their agreed upon responsibilities, the Settlement Agreement will allow for the final resolution and ultimate dismissal of Case Number 2:14-cv-01699-MMD-DJA ("Rimini II"), which is currently before the United States District Court for the District of Nevada (the "District Court") for further proceedings, following remand from the Ninth Circuit Court of Appeals (the "Ninth Circuit"). The Parties entered into the Settlement Agreement to provide a full, final, complete and global settlement of the subject matter of the Rimini II case.

Rimini Street Announces That On July 7, 2025 Co Reached Confidential Settlement with Oracle to Resolve Long-Running Rimini II Case

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders will search for circumstances when the market estimation of an option diverges heavily from its normal worth. High amounts of trading activity could push option prices to exaggerated or underestimated levels. 
Here's the list of options activity happening in today's session: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>NVDA</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>07/11/25</td>
<td>$162.50</td>
<td>$114.3K</td>
<td>4.5K</td>
<td>121.7K</td>
</tr>
<tr>
<td>AAPL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/18/25</td>
<td>$210.00</td>
<td>$58.6K</td>
<td>44.0K</td>
<td>22.4K</td>
</tr>
<tr>
<td>MSTR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>07/11/25</td>
<td>$400.00</td>
<td>$31.7K</td>
<td>16.1K</td>
<td>12.2K</td>
</tr>
<tr>
<td>AMD</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/18/25</td>
<td>$140.00</td>
<td>$72.6K</td>
<td>36.2K</td>
<td>11.5K</td>
</tr>
<tr>
<td>VNET</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>07/18/25</td>
<td>$7.00</td>
<td>$38.8K</td>
<td>7.3K</td>
<td>3.6K</td>
</tr>
<tr>
<td>APLD</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$15.00</td>
<td>$30.0K</td>
<td>14.8K</td>
<td>1.8K</td>
</tr>
<tr>
<td>ORCL</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$250.00</td>
<td>$50.0K</td>
<td>6.6K</td>
<td>1.3K</td>
</tr>
<tr>
<td>DELL</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>07/18/25</td>
<td>$80.00</td>
<td>$55.1K</td>
<td>9.4K</td>
<td>1.3K</td>
</tr>
<tr>
<td>MSFT</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>07/25/25</td>
<td>$500.00</td>
<td>$167.0K</td>
<td>4.6K</td>
<td>1.2K</td>
</tr>
<tr>
<td>ENPH</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/18/26</td>
<td>$30.00</td>
<td>$335.3K</td>
<td>8.5K</td>
<td>791</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 put option sweep that happens to be bullish, expiring in 2 day(s) on July 11, 2025. This event was a transfer of 847 contract(s) at a $162.50 strike. This particular put needed to be split into 11 different trades to become filled. The total cost received by the writing party (or parties) was $114.3K, with a price of $135.0 per contract. There were 4540 open contracts at this strike prior to today, and today 121719 contract(s) were bought and sold. 
• Regarding AAPL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), we observe a call option sweep with bearish sentiment. It expires in 9 day(s) on July 18, 2025. Parties traded 204 contract(s) at a $210.00 strike. This particular call needed to be split into 7 different trades to become filled. The total cost received by the writing party (or parties) was $58.6K, with a price of $288.0 per contract. There were 44014 open contracts at this strike prior to today, and today 22411 contract(s) were bought and sold. 
• For MSTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>), we notice a call option sweep that happens to be bullish, expiring in 2 day(s) on July 11, 2025. This event was a transfer of 49 contract(s) at a $400.00 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 $31.7K, with a price of $640.0 per contract. There were 16162 open contracts at this strike prior to today, and today 12203 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 9 day(s) on July 18, 2025. Parties traded 265 contract(s) at a $140.00 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 $72.6K, with a price of $274.0 per contract. There were 36242 open contracts at this strike prior to today, and today 11537 contract(s) were bought and sold. 
• For VNET (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VNET#NASDAQ">VNET</a>), we notice a call option sweep that happens to be bullish, expiring in 9 day(s) on July 18, 2025. This event was a transfer of 707 contract(s) at a $7.00 strike. This particular call needed to be split into 20 different trades to become filled. The total cost received by the writing party (or parties) was $38.8K, with a price of $55.0 per contract. There were 7372 open contracts at this strike prior to today, and today 3668 contract(s) were bought and sold. 
• Regarding APLD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APLD#NASDAQ">APLD</a>), we observe a call option sweep with bearish sentiment. It expires in 37 day(s) on August 15, 2025. Parties traded 1250 contract(s) at a $15.00 strike. This particular call needed to be split into 5 different trades to become filled. The total cost received by the writing party (or parties) was $30.0K, with a price of $24.0 per contract. There were 14878 open contracts at this strike prior to today, and today 1826 contract(s) were bought and sold. 
• Regarding ORCL (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>), we observe a call option trade with bearish sentiment. It expires in 37 day(s) on August 15, 2025. Parties traded 100 contract(s) at a $250.00 strike. The total cost received by the writing party (or parties) was $50.0K, with a price of $500.0 per contract. There were 6696 open contracts at this strike prior to today, and today 1375 contract(s) were bought and sold. 
• Regarding DELL (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>), we observe a call option trade with bullish sentiment. It expires in 9 day(s) on July 18, 2025. Parties traded 12 contract(s) at a $80.00 strike. The total cost received by the writing party (or parties) was $55.1K, with a price of $4595.0 per contract. There were 9409 open contracts at this strike prior to today, and today 1350 contract(s) were bought and sold. 
• Regarding MSFT (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), we observe a call option trade with bearish sentiment. It expires in 16 day(s) on July 25, 2025. Parties traded 200 contract(s) at a $500.00 strike. The total cost received by the writing party (or parties) was $167.0K, with a price of $835.0 per contract. There were 4608 open contracts at this strike prior to today, and today 1246 contract(s) were bought and sold. 
• Regarding ENPH (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ENPH#NASDAQ">ENPH</a>), we observe a put option sweep with bullish sentiment. It expires in 344 day(s) on June 18, 2026. Parties traded 771 contract(s) at a $30.00 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 $335.3K, with a price of $435.0 per contract. There were 8550 open contracts at this strike prior to today, and today 791 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.

APLD

DELL

ENPH

VNET

10 Information Technology Stocks Whale Activity In Today's Session

Disclosed on July 8, Maria Smith, EVP at Oracle (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>), executed a substantial insider sell as per the latest SEC filing.
What Happened: After conducting a thorough analysis, Smith sold 10,000 shares of Oracle. This information was disclosed in a Form 4 filing with the <a href="https://www.sec.gov/Archives/edgar/data/0001341439/000112760225019029//Archives/edgar/data/1341439/000112760225019029/0001127602-25-019029-index.htm">U.S. Securities and Exchange Commission</a> on Tuesday. The total transaction value is $2,329,897.
Oracle shares are trading down 0.54% at $233.22 at the time of this writing on Wednesday morning.
<h3>Delving into Oracle's Background</h3>
Oracle provides enterprise applications and infrastructure offerings around the world through a variety of flexible IT deployment models, including on-premises, cloud-based, and hybrid. Founded in 1977, Oracle pioneered the first commercial SQL-based relational database management system, which is commonly used for running online transaction processing and data warehousing workloads. Besides database systems, Oracle also sells enterprise resource planning, or ERP, customer relationship management, or CRM, and human capital management, or HCM, applications. Today, Oracle has more than 159,000 full-time employees in over 170 countries.
<h3>Oracle's Economic Impact: An Analysis</h3>
Revenue Growth: Oracle's remarkable performance in 3 months is evident. As of 31 May, 2025, the company achieved an impressive revenue growth rate of 11.31%. This signifies a substantial increase in the company's top-line earnings. In comparison to its industry peers, the company trails behind with a growth rate lower than the average among peers in the Information Technology sector.
Interpreting Earnings Metrics:
<ul>
<li>
Gross Margin: The company shows a low gross margin of 70.19%, suggesting potential challenges in cost control and profitability compared to its peers.
</li>
<li>
Earnings per Share (EPS): Oracle's EPS outshines the industry average, indicating a strong bottom-line trend with a current EPS of 1.22.
</li>
</ul>
Debt Management: The company faces challenges in debt management with a debt-to-equity ratio higher than the industry average. With a ratio of 5.09, caution is advised due to increased financial risk.
Financial Valuation Breakdown:
<ul>
<li>
Price to Earnings (P/E) Ratio: The Price to Earnings ratio of 54.03 is lower than the industry average, indicating potential undervaluation for the stock.
</li>
<li>
Price to Sales (P/S) Ratio: With a higher-than-average P/S ratio of 11.71, Oracle's stock is perceived as being overvalued in the market, particularly in relation to sales performance.
</li>
<li>
EV/EBITDA Analysis (Enterprise Value to its Earnings Before Interest, Taxes, Depreciation &amp; Amortization): Oracle's EV/EBITDA ratio, lower than industry averages at 31.43, indicates attractively priced shares.
</li>
</ul>
Market Capitalization Analysis: The company's market capitalization surpasses industry averages, showcasing a dominant size relative to peers and suggesting a strong market position.
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<h3>Unmasking the Significance of Insider Transactions</h3>
In the complex landscape of investment decisions, investors should approach insider transactions as part of a comprehensive analysis, considering various elements.
In the context of legal matters, the term "insider" refers to any officer, director, or beneficial owner holding more than ten percent of a company's equity securities, as outlined by Section 12 of the Securities Exchange Act of 1934. This includes executives in the c-suite and significant hedge funds. Such insiders are obligated to report their transactions through a Form 4 filing, which must be completed within two business days of the transaction.
Pointing towards optimism, a company insider's new purchase signals their positive anticipation for the stock to rise.
Despite insider sells not always signaling a bearish sentiment, they can be driven by various factors.
<h3>Deciphering Transaction Codes in Insider Filings</h3>
Digging into the details of stock transactions, <a href="https://www.benzinga.com/money/investing-tools">investors</a> frequently turn their attention to those taking place in the open market, as outlined in Table I of the Form 4 filing. A P in Box 3 indicates a purchase, while S signifies a sale. Transaction code C signals the conversion of an option, and transaction code A denotes a grant, award, or other acquisition of securities from the company.
<a href="https://www.benzinga.com/sec/insider-trades/search/index?company_cik=0001341439">Check Out The Full List Of Oracle's Insider Trades.</a>
Insider Buying Alert: Profit from C-Suite Moves
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This article was generated by Benzinga's automated content engine and reviewed by an editor.

Insider Trades

Insider Transaction: Maria Smith Sells $2.33M Worth Of Oracle Shares

SNAP

'TikTok Preparing U.S. App With Separate Algorithm And Codebase; TikTok's New U.S. App Preparing To Operate Separately From Rest Of The World; Some ByteDance Employees In The U.S. Will Likely Continue To Work On U.S. TikTok On Outsource Basis, Sources Say' - Reuters Exclusive

Investors with a lot of money to spend have taken a bullish stance on Oracle (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>).
And retail traders should know.
We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.
Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with ORCL, it often means somebody knows something is about to happen.
So how do we know what these investors just did? 
Today, <a href="https://www.benzinga.com/pro/">Benzinga</a>'s options scanner spotted 115 uncommon options trades for Oracle.
This isn't normal.
The overall sentiment of these big-money traders is split between 51% bullish and 40%, bearish.
Out of all of the special options we uncovered, 10 are puts, for a total amount of $683,181, and 105 are calls, for a total amount of $7,035,025.
<h3>Projected Price Targets</h3>
Taking into account the Volume and Open Interest on these contracts, it appears that whales have been targeting a price range from $65.0 to $350.0 for Oracle over the last 3 months. 
<h3>Volume &amp; Open Interest Development</h3>
In today's trading context, the average open interest for options of Oracle stands at 2286.55, with a total volume reaching 403,215.00. The accompanying chart delineates the progression of both call and put option volume and open interest for high-value trades in Oracle, situated within the strike price corridor from $65.0 to $350.0, throughout the last 30 days.
<h3>Oracle Call and Put Volume: 30-Day Overview</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1751997646_0.png" alt="Options Call Chart" />
<h3>Noteworthy Options Activity:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>ORCL</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/16/26</td>
<td>$65.35</td>
<td>$64.35</td>
<td>$64.75</td>
<td>$180.00</td>
<td>$323.7K</td>
<td>4.8K</td>
<td>101</td>
</tr>
<tr>
<td>ORCL</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>06/18/26</td>
<td>$14.95</td>
<td>$14.5</td>
<td>$14.5</td>
<td>$190.00</td>
<td>$290.0K</td>
<td>513</td>
<td>200</td>
</tr>
<tr>
<td>ORCL</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/15/27</td>
<td>$174.5</td>
<td>$172.1</td>
<td>$174.5</td>
<td>$65.00</td>
<td>$191.9K</td>
<td>17</td>
<td>11</td>
</tr>
<tr>
<td>ORCL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$4.0</td>
<td>$3.95</td>
<td>$3.95</td>
<td>$350.00</td>
<td>$149.7K</td>
<td>7</td>
<td>413</td>
</tr>
<tr>
<td>ORCL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$5.0</td>
<td>$4.8</td>
<td>$4.81</td>
<td>$250.00</td>
<td>$133.2K</td>
<td>6.2K</td>
<td>3.0K</td>
</tr>
</tbody>
</table>

<h3>About Oracle</h3>
Oracle provides enterprise applications and infrastructure offerings around the world through a variety of flexible IT deployment models, including on-premises, cloud-based, and hybrid. Founded in 1977, Oracle pioneered the first commercial SQL-based relational database management system, which is commonly used for running online transaction processing and data warehousing workloads. Besides database systems, Oracle also sells enterprise resource planning, or ERP, customer relationship management, or CRM, and human capital management, or HCM, applications. Today, Oracle has more than 159,000 full-time employees in over 170 countries.
<h3>Where Is Oracle Standing Right Now?</h3>
<ul>
<li>Currently trading with a volume of 12,167,619, the ORCL's price is up by 2.3%, now at $237.6. </li>
<li>RSI readings suggest the stock is currently may be overbought.</li>
<li>Anticipated earnings release is in 62 days.</li>
</ul>
<h3>What Analysts Are Saying About Oracle</h3>
5 market experts have recently issued ratings for this stock, with a consensus target price of $196.4.
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&#x2A; An analyst from Citigroup persists with their Neutral rating on Oracle, maintaining a target price of $186. 
&#x2A; An analyst from Stifel has decided to maintain their Hold rating on Oracle, which currently sits at a price target of $180. 
&#x2A; Consistent in their evaluation, an analyst from BMO Capital keeps a Market Perform rating on Oracle with a target price of $200. 
&#x2A; An analyst from Goldman Sachs has decided to maintain their Neutral rating on Oracle, which currently sits at a price target of $195. 
&#x2A; Maintaining their stance, an analyst from Barclays continues to hold a Overweight rating for Oracle, targeting a price of $221. 
Options are a riskier asset compared to just trading the stock, but they have higher profit potential. Serious options traders manage this risk by educating themselves daily, scaling in and out of trades, following more than one indicator, and following the markets closely.
If you want to stay updated on the latest options trades for Oracle, <a href="https://www.benzinga.com/pro/">Benzinga Pro</a> gives you real-time options trades alerts.

Market Whales and Their Recent Bets on ORCL Options

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders often look for circumstances when the market estimation of an option diverges away from its normal worth. Abnormal amounts of trading activity could push option prices to hyperbolic or underperforming levels. 
Here's the list of options activity happening in today's session: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>WOLF</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>07/18/25</td>
<td>$3.00</td>
<td>$1.0 million</td>
<td>111.7K</td>
<td>45.1K</td>
</tr>
<tr>
<td>NVDA</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>07/11/25</td>
<td>$157.50</td>
<td>$31.9K</td>
<td>29.1K</td>
<td>27.1K</td>
</tr>
<tr>
<td>IREN</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/20/26</td>
<td>$20.00</td>
<td>$191.7K</td>
<td>1.1K</td>
<td>12.0K</td>
</tr>
<tr>
<td>INTC</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>10/17/25</td>
<td>$28.00</td>
<td>$467.1K</td>
<td>4.0K</td>
<td>10.0K</td>
</tr>
<tr>
<td>MSTR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>07/11/25</td>
<td>$430.00</td>
<td>$63.2K</td>
<td>21.6K</td>
<td>6.6K</td>
</tr>
<tr>
<td>SOUN</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>07/11/25</td>
<td>$12.50</td>
<td>$42.6K</td>
<td>3.6K</td>
<td>6.6K</td>
</tr>
<tr>
<td>BBAI</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/16/26</td>
<td>$10.00</td>
<td>$27.9K</td>
<td>44.4K</td>
<td>3.2K</td>
</tr>
<tr>
<td>ORCL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/18/25</td>
<td>$245.00</td>
<td>$25.8K</td>
<td>7.9K</td>
<td>2.3K</td>
</tr>
<tr>
<td>CORZ</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/15/27</td>
<td>$8.00</td>
<td>$35.5K</td>
<td>14.6K</td>
<td>2.1K</td>
</tr>
<tr>
<td>AVGO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>12/19/25</td>
<td>$380.00</td>
<td>$48.4K</td>
<td>5.6K</td>
<td>1.4K</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These itemized elaborations have been created using the accompanying table. 
• For WOLF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WOLF#NYSE">WOLF</a>), we notice a put option trade that happens to be bullish, expiring in 10 day(s) on July 18, 2025. This event was a transfer of 10000 contract(s) at a $3.00 strike. The total cost received by the writing party (or parties) was $1.0 million, with a price of $107.0 per contract. There were 111743 open contracts at this strike prior to today, and today 45196 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 July 11, 2025. This event was a transfer of 100 contract(s) at a $157.50 strike. The total cost received by the writing party (or parties) was $31.9K, with a price of $319.0 per contract. There were 29148 open contracts at this strike prior to today, and today 27147 contract(s) were bought and sold. 
• Regarding IREN (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/IREN#NASDAQ">IREN</a>), we observe a call option sweep with bullish sentiment. It expires in 255 day(s) on March 20, 2026. Parties traded 498 contract(s) at a $20.00 strike. This particular call needed to be split into 10 different trades to become filled. The total cost received by the writing party (or parties) was $191.7K, with a price of $385.0 per contract. There were 1154 open contracts at this strike prior to today, and today 12018 contract(s) were bought and sold. 
• For INTC (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), we notice a call option sweep that happens to be bearish, expiring in 101 day(s) on October 17, 2025. This event was a transfer of 4366 contract(s) at a $28.00 strike. This particular call needed to be split into 42 different trades to become filled. The total cost received by the writing party (or parties) was $467.1K, with a price of $107.0 per contract. There were 4023 open contracts at this strike prior to today, and today 10062 contract(s) were bought and sold. 
• For MSTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>), we notice a call option sweep that happens to be bullish, expiring in 3 day(s) on July 11, 2025. This event was a transfer of 902 contract(s) at a $430.00 strike. This particular call needed to be split into 28 different trades to become filled. The total cost received by the writing party (or parties) was $63.2K, with a price of $71.0 per contract. There were 21621 open contracts at this strike prior to today, and today 6696 contract(s) were bought and sold. 
• For SOUN (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOUN#NASDAQ">SOUN</a>), we notice a call option trade that happens to be bearish, expiring in 3 day(s) on July 11, 2025. This event was a transfer of 600 contract(s) at a $12.50 strike. The total cost received by the writing party (or parties) was $42.6K, with a price of $71.0 per contract. There were 3619 open contracts at this strike prior to today, and today 6671 contract(s) were bought and sold. 
• Regarding BBAI (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BBAI#NYSE">BBAI</a>), we observe a call option trade with bearish sentiment. It expires in 192 day(s) on January 16, 2026. Parties traded 130 contract(s) at a $10.00 strike. The total cost received by the writing party (or parties) was $27.9K, with a price of $215.0 per contract. There were 44434 open contracts at this strike prior to today, and today 3280 contract(s) were bought and sold. 
• For ORCL (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>), we notice a call option sweep that happens to be bearish, expiring in 10 day(s) on July 18, 2025. This event was a transfer of 100 contract(s) at a $245.00 strike. This particular call needed to be split into 4 different trades to become filled. The total cost received by the writing party (or parties) was $25.8K, with a price of $259.0 per contract. There were 7925 open contracts at this strike prior to today, and today 2377 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 trade with bullish sentiment. It expires in 556 day(s) on January 15, 2027. Parties traded 50 contract(s) at a $8.00 strike. The total cost received by the writing party (or parties) was $35.5K, with a price of $710.0 per contract. There were 14611 open contracts at this strike prior to today, and today 2179 contract(s) were bought and sold. 
• Regarding AVGO (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), we observe a call option sweep with bullish sentiment. It expires in 164 day(s) on December 19, 2025. Parties traded 85 contract(s) at a $380.00 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 $48.4K, with a price of $570.0 per contract. There were 5633 open contracts at this strike prior to today, and today 1413 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.

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