Oracle Option Alert: Jan 16 $220 Puts Sweep (3) near the Ask: 1170 vs 2599 OI; Earnings 9/8 After Close [est] 

Oracle Option Alert: Jan 16 $220 Puts Sweep (3) near the Ask: 1170 @ $13.034 vs 2599 OI; Earnings 9/8 After Close [est] Ref=$250.66

Oracle Option Alert: Jan 16 $220 Puts Sweep (12) near the Bid: 780 vs 2599 OI; Earnings 9/8 After Close [est] 

Oracle Option Alert: Jan 16 $220 Puts Sweep (12) near the Bid: 780 @ $13.0 vs 2599 OI; Earnings 9/8 After Close [est] Ref=$250.66

Oracle Option Alert: Dec, 2027 $300 Calls at the Bid: 300 vs 350 OI; Earnings 9/8 After Close [est] 

Oracle Option Alert: Dec, 2027 $300 Calls at the Bid: 300 @ $47.5 vs 350 OI; Earnings 9/8 After Close [est] Ref=$249.16

Oracle Option Alert: Sep 19 $200 Calls Sweep (3) near the midpoint: 201 vs 13994 OI; Earnings 9/8 After Close [est] 

Oracle Option Alert: Sep 19 $200 Calls Sweep (3) near the midpoint: 201 @ $49.524 vs 13994 OI; Earnings 9/8 After Close [est] Ref=$245.655

Oracle Option Alert: Aug 15 $175 Calls Sweep (3) near the midpoint: 201 vs 1317 OI; Earnings 9/8 After Close [est] 

Oracle Option Alert: Aug 15 $175 Calls Sweep (3) near the midpoint: 201 @ $71.824 vs 1317 OI; Earnings 9/8 After Close [est] Ref=$245.655

Oracle Option Alert: Aug 15 $250 Calls at the Bid: 1000 vs 9307 OI; Earnings 9/8 After Close [est] 

Oracle Option Alert: Aug 15 $250 Calls at the Bid: 1000 @ $5.2 vs 9307 OI; Earnings 9/8 After Close [est] Ref=$246.01

Oracle Option Alert: Oct 17 $230 Calls at the Ask: 51700 vs 762 OI; Earnings 9/8 After Close [est] 

Oracle Option Alert: Oct 17 $230 Calls at the Ask: 51700 @ $27.65 vs 762 OI; Earnings 9/8 After Close [est] Ref=$244.56

Oracle Option Alert: Oct 17 $200 Calls at the Bid: 40000 vs 41378 OI; Earnings 9/8 After Close [est] 

Oracle Option Alert: Oct 17 $200 Calls at the Bid: 40000 @ $49.8 vs 41378 OI; Earnings 9/8 After Close [est] Ref=$244.56

Oracle Option Alert: Jan 16 $270 Calls Sweep (32) near the Bid: 370 vs 4024 OI; Earnings 9/8 After Close [est] 

Oracle Option Alert: Jan 16 $270 Calls Sweep (32) near the Bid: 370 @ $18.5 vs 4024 OI; Earnings 9/8 After Close [est] Ref=$245.27

Oracle Option Alert: Oct 17 $160 Calls at the Bid: 60 vs 623 OI; Earnings 9/8 After Close [est] 

Oracle Option Alert: Oct 17 $160 Calls at the Bid: 60 @ $84.8 vs 623 OI; Earnings 9/8 After Close [est] Ref=$242.1382

Oracle Option Alert: Jan 16 $200 Calls at the Bid: 198 vs 6680 OI; Earnings 9/8 After Close [est] 

Oracle Option Alert: Jan 16 $200 Calls at the Bid: 198 @ $55.5 vs 6680 OI; Earnings 9/8 After Close [est] Ref=$242.8176

Oracle Option Alert: Dec, 2027 $290 Calls at the Bid: 2500 vs 65 OI; Earnings 9/8 After Close [est] 

Oracle Option Alert: Dec, 2027 $290 Calls at the Bid: 2500 @ $47.35 vs 65 OI; Earnings 9/8 After Close [est] Ref=$242.15

Oracle Option Alert: Oct 17 $160 Calls at the Bid: 70 vs 668 OI; Earnings 9/8 After Close [est] 

Oracle Option Alert: Oct 17 $160 Calls at the Bid: 70 @ $85.25 vs 668 OI; Earnings 9/8 After Close [est] Ref=$242.76

Oracle (NYSE:ORCL) Bolsa

ORACLE CORP

Oracle

Oracle Corporation

NASDAQ

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

OpenAI

NVDA

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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

Oracle (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) has outperformed the market over the past 5 years by 20.98% on an annualized basis producing an average annual return of 34.95%. Currently, Oracle has a market capitalization of $721.03 billion. 
Buying $100 In ORCL: If an investor had bought $100 of ORCL stock 5 years ago, it would be worth $447.66 today based on a price of $256.70 for ORCL at the time of writing.
<h3>Oracle's Performance Over Last 5 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1753916426_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Trading Ideas

Here's How Much $100 Invested In Oracle 5 Years Ago Would Be Worth Today

<a href="https://www.adweek.com/media/tiktok-to-roll-out-new-tool-for-advertisers-to-follow-people-beyond-the-app/">https://www.adweek.com/media/tiktok-to-roll-out-new-tool-for-advertisers-to-follow-people-beyond-the-app/</a>

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'TikTok to Roll Out New Tool for Advertisers to Follow People Beyond the App'- Adweek

Whales with a lot of money to spend have taken a noticeably bullish stance on Oracle.
Looking at options history for Oracle (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) we detected 10 trades.
If we consider the specifics of each trade, it is accurate to state that 60% of the investors opened trades with bullish expectations and 30% with bearish.
From the overall spotted trades, 2 are puts, for a total amount of $106,677 and 8, calls, for a total amount of $289,067.
<h3>What's The Price Target?</h3>
Taking into account the Volume and Open Interest on these contracts, it appears that whales have been targeting a price range from $160.0 to $250.0 for Oracle over the last 3 months. 
<h3>Volume &amp; Open Interest Trends</h3>
Looking at the volume and open interest is an insightful way to conduct due diligence on a stock.
This data can help you track the liquidity and interest for Oracle's options for a given strike price.
Below, we can observe the evolution of the volume and open interest of calls and puts, respectively, for all of Oracle's whale activity within a strike price range from $160.0 to $250.0 in the last 30 days. 
<h3>Oracle Option Activity Analysis: Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1753884117_0.png" alt="Options Call Chart" />
<h3>Significant Options Trades Detected:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>ORCL</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>09/19/25</td>
<td>$7.7</td>
<td>$7.65</td>
<td>$7.66</td>
<td>$230.00</td>
<td>$55.1K</td>
<td>1.8K</td>
<td align="right">84</td>
</tr>
<tr>
<td>ORCL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>10/17/25</td>
<td>$92.4</td>
<td>$91.8</td>
<td>$91.8</td>
<td>$160.00</td>
<td>$55.0K</td>
<td>582</td>
<td align="right">22</td>
</tr>
<tr>
<td>ORCL</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>12/18/26</td>
<td>$11.8</td>
<td>$11.45</td>
<td>$11.45</td>
<td>$170.00</td>
<td>$51.5K</td>
<td>263</td>
<td align="right">50</td>
</tr>
<tr>
<td>ORCL</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>10/17/25</td>
<td>$92.6</td>
<td>$91.2</td>
<td>$92.6</td>
<td>$160.00</td>
<td>$46.3K</td>
<td>582</td>
<td align="right">13</td>
</tr>
<tr>
<td>ORCL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$29.1</td>
<td>$29.1</td>
<td>$29.1</td>
<td>$220.00</td>
<td>$43.5K</td>
<td>8.4K</td>
<td align="right">0</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.
Following our analysis of the options activities associated with Oracle, we pivot to a closer look at the company's own performance.
<h3>Oracle's Current Market Status</h3>
<ul>
<li>With a volume of 527,426, the price of ORCL is down -0.23% at $249.41. </li>
<li>RSI indicators hint that the underlying stock may be approaching overbought.</li>
<li>Next earnings are expected to be released in 40 days.</li>
</ul>
<h3>What The Experts Say On Oracle</h3>
5 market experts have recently issued ratings for this stock, with a consensus target price of $277.0.
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; An analyst from TD Cowen has decided to maintain their Buy rating on Oracle, which currently sits at a price target of $275. 
&#x2A; Consistent in their evaluation, an analyst from Evercore ISI Group keeps a Outperform rating on Oracle with a target price of $270. 
&#x2A; An analyst from UBS persists with their Buy rating on Oracle, maintaining a target price of $280. 
&#x2A; An analyst from JMP Securities persists with their Market Outperform rating on Oracle, maintaining a target price of $315. 
&#x2A; Maintaining their stance, an analyst from BMO Capital continues to hold a Outperform rating for Oracle, targeting a price of $245. 
Options trading presents higher risks and potential rewards. Astute traders manage these risks by continually educating themselves, adapting their strategies, monitoring multiple indicators, and keeping a close eye on market movements. Stay informed about the latest Oracle options trades with real-time alerts from <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>.

Options

Oracle Unusual Options Activity

<a href="https://www.theinformation.com/articles/databricks-makes-easier-get-oracle" title="https://www.theinformation.com/articles/databricks-makes-easier-get-oracle">https://www.theinformation.com/articles/databricks-makes-easier-get-oracle</a>

'Databricks Makes It Easier to Get Out of Oracle' - The Information

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

<h2>Explanation</h2>
These itemized elaborations have been created using the accompanying table. 
• Regarding NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we observe a call option trade with bullish sentiment. It expires in 4 day(s) on August 1, 2025. Parties traded 500 contract(s) at a $175.00 strike. The total cost received by the writing party (or parties) was $138.5K, with a price of $277.0 per contract. There were 53661 open contracts at this strike prior to today, and today 123369 contract(s) were bought and sold. 
• For PLTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>), we notice a put option sweep that happens to be bearish, expiring in 4 day(s) on August 1, 2025. This event was a transfer of 120 contract(s) at a $155.00 strike. This particular put needed to be split into 9 different trades to become filled. The total cost received by the writing party (or parties) was $32.4K, with a price of $271.0 per contract. There were 7838 open contracts at this strike prior to today, and today 24049 contract(s) were bought and sold. 
• Regarding AMD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), we observe a call option sweep with bullish sentiment. It expires in 18 day(s) on August 15, 2025. Parties traded 665 contract(s) at a $200.00 strike. This particular call needed to be split into 7 different trades to become filled. The total cost received by the writing party (or parties) was $123.0K, with a price of $185.0 per contract. There were 9772 open contracts at this strike prior to today, and today 17331 contract(s) were bought and sold. 
• Regarding LRCX (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NASDAQ">LRCX</a>), we observe a put option sweep with bearish sentiment. It expires in 53 day(s) on September 19, 2025. Parties traded 2000 contract(s) at a $80.00 strike. This particular put needed to be split into 13 different trades to become filled. The total cost received by the writing party (or parties) was $150.0K, with a price of $75.0 per contract. There were 2879 open contracts at this strike prior to today, and today 5127 contract(s) were bought and sold. 
• Regarding AAPL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), we observe a call option trade with bullish sentiment. It expires in 144 day(s) on December 19, 2025. Parties traded 100 contract(s) at a $250.00 strike. The total cost received by the writing party (or parties) was $29.1K, with a price of $291.0 per contract. There were 30618 open contracts at this strike prior to today, and today 3621 contract(s) were bought and sold. 
• For MSFT (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), we notice a call option trade that happens to be neutral, expiring in 4 day(s) on August 1, 2025. This event was a transfer of 48 contract(s) at a $520.00 strike. The total cost received by the writing party (or parties) was $32.8K, with a price of $685.0 per contract. There were 3291 open contracts at this strike prior to today, and today 2142 contract(s) were bought and sold. 
• Regarding ORCL (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>), we observe a call option trade with neutral sentiment. It expires in 18 day(s) on August 15, 2025. Parties traded 1000 contract(s) at a $250.00 strike. The total cost received by the writing party (or parties) was $520.0K, with a price of $520.0 per contract. There were 9307 open contracts at this strike prior to today, and today 1655 contract(s) were bought and sold. 
• Regarding MU (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>), we observe a call option sweep with bullish sentiment. It expires in 53 day(s) on September 19, 2025. Parties traded 200 contract(s) at a $130.00 strike. This particular call needed to be split into 4 different trades to become filled. The total cost received by the writing party (or parties) was $32.2K, with a price of $161.0 per contract. There were 7017 open contracts at this strike prior to today, and today 898 contract(s) were bought and sold. 
• For CRWV (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>), we notice a call option sweep that happens to be bullish, expiring in 18 day(s) on August 15, 2025. This event was a transfer of 85 contract(s) at a $125.00 strike. This particular call needed to be split into 10 different trades to become filled. The total cost received by the writing party (or parties) was $33.4K, with a price of $406.0 per contract. There were 985 open contracts at this strike prior to today, and today 651 contract(s) were bought and sold. 
• For MSTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>), we notice a call option trade that happens to be neutral, expiring in 53 day(s) on September 19, 2025. This event was a transfer of 1 contract(s) at a $5.00 strike. The total cost received by the writing party (or parties) was $40.1K, with a price of $40133.0 per contract. There were 3565 open contracts at this strike prior to today, and today 587 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more about unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

AAPL

CRWV

LRCX

MSTR

PLTR

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

In a recent cyberattack, Allianz Life, part of Allianz SE group (OTC:<a class="ticker" href="https://www.benzinga.com/stock/ALIZF#OTC">ALIZF</a>), has confirmed that the personal data of most of its customers, financial professionals and employees has been stolen.
What Happened: The breach was confirmed by Allianz Life spokesperson&nbsp;Brett Weinberg&nbsp;to&nbsp;<a href="https://techcrunch.com/2025/07/26/allianz-life-says-majority-of-customers-personal-data-stolen-in-cyberattack/">TechCrunch</a>. The breach, which occurred on July 16, 2025, involved&nbsp;a third-party, cloud-based CRM system. The system held personally identifiable information for most of Allianz Life's 1.4 million customers, financial professionals, and certain employees.
&nbsp;"The threat actor was able to obtain personally identifiable data related to the majority of Allianz Life's customers, financial professionals, and select Allianz Life employees, using a social engineering technique," stated Weinberg.
The breach was disclosed in a mandatory filing with the attorney general of Maine on Saturday. The company has not disclosed the exact number of affected individuals. Allianz Life has notified the FBI and stated that there is no evidence of other compromised systems on its network.
Although the company has not disclosed if it has been contacted by the hackers, it has not attributed the breach to any specific&nbsp;hacking group. Allianz Life is the most recent insurance company to fall victim to a cyberattack, joining others like Aflac, a leading provider of supplemental health insurance.
The data breach is part of a growing wave of cyberattacks targeting the insurance sector. Allianz Life intends to begin notifying affected individuals by August 1.
SEE ALSO:&nbsp;<a href="https://benzinga.com/news/legal/25/07/46650122/bill-gates-once-paid-28-a-day-for-4745-days-to-keep-his-seized-porsche-959-alive-the-13-year-standoff-" target="_blank" rel="noreferrer noopener">Bill Gates Once Paid $28 A Day For 4,745 Days To Keep His Seized Porsche 959 Alive — The 13 Year Standoff Eventually Got Lawmakers To Bend</a>
Why It Matters: The insurance industry has been a prime target for cyberattacks in recent times. This incident comes in the wake of a series of high-profile cyberattacks on major companies.&nbsp;
Microsoft&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) is&nbsp;investigating a <a href="https://www.benzinga.com/markets/tech/25/07/46647734/microsoft-probes-possible-breach-of-its-cyber-threat-notification-system-after-suspected-chinese-hack-report">potential breach&nbsp;</a>of its cyber threat notification system, while&nbsp;Clorox&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CLX#NYSE">CLX</a>) has accused&nbsp;Cognizant Technology Solutions&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CTSH#NASDAQ">CTSH</a>) of&nbsp;negligence and <a href="https://www.benzinga.com/news/legal/25/07/46578238/clorox-claims-cognizant-handed-credentials-to-hacker-ignored-security-protocols">breach of trust</a>&nbsp;after a cyberattack caused significant damages.
Earlier in the year,&nbsp;Oracle&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>)&nbsp;denied a <a href="https://www.benzinga.com/markets/25/03/44453824/oracle-denies-massive-data-theft-as-hacker-allegedly-sells-6m-records">massive data</a> theft&nbsp;despite a hacker allegedly selling 6 million records stolen from its systems. These incidents highlight the increasing vulnerability of major corporations to cyber threats and the need for robust cybersecurity measures.
READ MORE: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/tech/25/07/46537410/could-cisco-be-the-next-oracle-jim-cramer-says-ai-cybersecurity-make-csco-a-sleeper-stock-set-for-big-revaluation">Could Cisco Be The Next Oracle? Jim Cramer Says AI, Cybersecurity Make CSCO A Sleeper Stock Set For Big Revaluation</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.

Allianz Ag Muenchen Namen-Akt Vinkuliert Shares

ALIZF

CTSH

Massive Allianz Life Hack Exposes 'Majority' Of 1.4 Million American Customer, Employee Records

Rep.&nbsp;Marjorie Taylor Greene&nbsp;(R-Ga.) has expressed apprehensions about the environmental impact of President&nbsp;Donald Trump&#8216;s AI infrastructure plan.
What Happened: Greene, in a post on social media platform X, voiced concerns about the &#8220;massive&#8221; water usage of data centers on Thursday. She raised these concerns in response to Trump&#8217;s AI Action Plan, which was unveiled on Wednesday.
&#8220;Rushed&nbsp;AI expansion and data centers&nbsp;being built all over the&nbsp;country from state to state&nbsp;with no plan in regards&nbsp;to environmental and critical water&nbsp;supply impact has massive future&nbsp;implications and problems,&#8221; Greene said.
The AI Action Plan aims to exempt &#8220;data center-related actions&#8221; from environmental review and place data center and energy projects on fast-track under the nation&#8217;s permitting system. This could potentially lead to water quality impacts.
My deep concerns are that the EO demands rapid AI expansion with little to no guardrails and breaks.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">I have many concerns about the AI Executive Order signed yesterday by President Trump. While I understand the many promised benefits of AI, I remain committed to protecting state rights, human jobs, human lives, human rights, our environment and critical water supply. My deep…
&mdash; Rep. Marjorie Taylor Greene&#x1f1fa;&#x1f1f8; (@RepMTG) <a href="https://twitter.com/RepMTG/status/1948400163875152237?ref_src=twsrc%5Etfw">July 24, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
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Greene, who has a background in construction, highlighted the potential impact on the environment and water supply, emphasizing the need for a &#8220;careful and wise approach.&#8221;
She criticized the plan for rolling back AI regulations, especially at the state level, noting it would restrict federal funding to states with strict AI laws and task the FCC with reviewing whether those laws conflict with its authority.
Greene signed off saying &#8220;Competing with China does not mean become like China by threatening state rights, replacing human jobs on mass scale creating mass poverty, and creating potentially devastating effects on our environment and critical water supply.&#8221;
SEE ALSO: <a href="https://benzinga.com/news/topics/25/07/46602872/joe-rogan-says-most-americans-are-one-catastrophe-away-from-losing-everything-says-ai-and-ubi-income-" target="_blank" rel="noreferrer noopener">Joe Rogan Says Most Americans Are One Catastrophe Away From Losing Everything, Says AI And UBI Income Will Bring Chaos And Addiction</a>
Why It Matters: The AI Action Plan&#8217;s focus on fast-tracking data center construction and promoting American AI exports has been a topic of contention. President Trump&#8217;s signed the <a href="https://www.benzinga.com/markets/tech/25/07/46593182/trump-signs-new-executive-orders-to-fast-track-ai-dominance-we-will-be-unstoppable-as-a-nation">executive orders</a>, emphasizing the need for AI dominance and gain an edge over China. However, the environmental impact of these data centers has been a growing concern. 
<a href="https://www.benzinga.com/markets/tech/25/07/46487316/elon-musks-xai-unveils-sustainable-way-to-cool-memphis-data-center-amid-criticism-from-environmental-rights-groups">Elon Musk&#8217;s xAI</a> has faced backlash from environmental groups over its Memphis data center&#8217;s gas-burning turbine permit. The company later unveiled a &#8216;sustainable&#8217; way to cool its data center, but the controversy highlights the environmental challenges associated with AI infrastructure.
Against this backdrop, <a href="https://www.benzinga.com/trading-ideas/movers/25/07/46610808/bloom-energy-stock-jumps-on-deal-to-power-oracles-ai-data-centers">companies like Bloom Energy</a> (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BE#NYSE">BE</a>) have been lauded for their sustainable power solutions for AI data centers. Shares of Bloom Energy Corp soared on Thursday, hitting a 52-week high following the announcement of a partnership with Oracle Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NASDAQ">ORCL</a>) Under the agreement, Bloom will deploy its proprietary fuel cell technology to supply onsite power for select Oracle Cloud Infrastructure data centers across the U.S.
READ MORE: 
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</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.<a href="https://www.benzinga.com/news/politics/25/07/46620387/marjorie-taylor-greene-increases-these-2-stocks-in-portfolio-including-this-ai-name-up-over-100-ytd"> </a>

Politics

Marjorie Taylor Greene Raises 'Deep Concerns' Over Environmental Devastation In Trump's AI Action Plan: 'Competing With China Does Not Mean...'

Larry Ellison, the billionaire co-founder of Oracle Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>), has pulled off one of the <a href="https://www.benzinga.com/markets/tech/25/07/46435552/larry-ellison-surges-past-mark-zuckerberg-to-become-worlds-second-richest-person-as-oracles-ai-deals-with-openai-us-government-drive-massive-stock-surge">most remarkable wealth surges</a> in 2025—adding nearly $100 billion to his net worth in just seven months, despite a past that included struggling to pay his utility bills.
What Happened: Ellison's journey wasn't always lined with billion-dollar valuations. In a 2024 conversation <a href="https://disprz.ai/blog/meeting-larry-ellison-oracle-founder">with</a> Disprz, he recalled times in the 1970s when he couldn't afford his electric and gas bills.
His biggest concern at the time wasn't losing heat or entertainment—but losing access to the garage computer where he was building his early software innovations. "Without electricity, my computer wouldn't work," he said.
See Also:&nbsp;<a href="https://benzinga.com/markets/tech/25/07/46511765/elon-musk-says-teslas-self-driving-tech-is-about-to-get-major-boost-from-austin-robotaxi-upgrades-st" target="_blank" rel="noreferrer noopener">Elon Musk Says Tesla&#8217;s Self-Driving Tech Is About To Get Major Boost From Austin Robotaxi Upgrades: ‘Step Change Improvement&#8217;</a>
"I couldn't even get [investors] to say no because nobody even met me," Ellison said, describing how he used to wait outside venture capital offices.
But, how the tables have turned.
Today, the Oracle co-founder is worth $289 billion, making him the second-richest person in the world, trailing only Elon Musk, <a href="https://www.bloomberg.com/billionaires/">according</a> to the Bloomberg Billionaires Index.
His net worth has jumped by $96.8 billion year-to-date, outpacing Jeff Bezos ($9.95 billion gain), Mark Zuckerberg ($40.5 billion gain) and Jensen Huang ($31.2 billion gain).
Subscribe to the&nbsp;<a href="https://bztechtrends.beehiiv.com/subscribe" target="_blank" rel="noreferrer noopener">Benzinga Tech Trends newsletter</a>&nbsp;to get all the latest tech developments delivered to your inbox.
Why It's Important: Ellison's fortune—over 80% of which is linked to Oracle stock and options—has surged as Oracle shares jumped 27.69% over the past six months.
The tech giant Ellison co-founded in 1977 has seen its stock soar 43.41% year-to-date and 66.38% over the past year, according to <a href="https://pro.benzinga.com/dashboard">data from Benzinga Pro</a>.
Earlier this month, the U.S. government signaled it would <a href="https://www.benzinga.com/markets/tech/25/07/46409079/nvidia-growth-estimates-get-10-boost-as-us-lifts-china-chip-export-curbs-gene-munster-predicts-30-35-growth-for-2026">ease export restrictions</a>, allowing Nvidia and Advanced Micro Devices to resume some semiconductor sales to China. Oracle, which depends on advanced chips for its cloud and AI infrastructure, was a key beneficiary of this policy shift.
Oracle has also signed <a href="https://www.benzinga.com/25/03/44188361/nvidia-powers-openai-and-oracles-100-billion-stargate-first-ai-data-center-set-to-launch-in-texas">multibillion-dollar cloud agreements</a> and expanded partnerships with companies like OpenAI and SoftBank Group as part of its Stargate initiative.
Benzinga&#8217;s Edge Stock Rankings indicate that Oracle is showing strong upward momentum across short, medium and long-term periods. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound'">More detailed performance insights can be found here</a>.
<figure class="wp-block-image size-full"><a href="Check out more of Benzinga's Consumer Tech coverage by following this link."><img decoding="async" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/23044546/Screenshot-2025-07-23-at-2.13.50%E2%80%AFPM.png" alt="" class="wp-image-996701" /></a></figure>
Check out more of Benzinga&#8217;s Consumer Tech coverage by&nbsp;<a href="https://www.benzinga.com/topic/consumer-tech" target="_blank" rel="noreferrer noopener">following this link</a>.
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Photo courtesy: drserg / Shutterstock.com
Disclaimer:&nbsp;This content was partially produced with the help of&nbsp;<a href="https://www.benzinga.com/author/benzinga-neuro" target="_blank" rel="noreferrer noopener">Benzinga Neuro</a>&nbsp;and was reviewed and published by Benzinga editors.

Larry Ellison Couldn't Afford His Electric Bill Once Upon A Time — In 2025 He's Added Nearly $100 Billion To His Net Worth, Surpassing The Likes Of Jeff Bezos And Mark Zuckerberg

Shares of Bloom Energy Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BE#NYSE">BE</a>) are surging Thursday morning after the company announced a collaboration with Oracle Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>). Bloom will deploy its proprietary fuel cell technology to provide onsite power for select Oracle Cloud Infrastructure data centers across the U.S.
This <a href="https://www.benzinga.com/pressreleases/25/07/b46600265/oracle-and-bloom-energy-collaborate-to-deliver-power-to-data-centers-at-the-speed-of-ai">agreement</a> adds Oracle to a list of Bloom's key digital infrastructure clients, including Equinix and Quanta Computing. The company has meanwhile deployed over 400 megawatts to power data centers globally.
What To Know: The move is designed to support the growing demand for Oracle&#8217;s AI and cloud computing services. A key feature of the agreement is Bloom&#8217;s commitment to deliver a highly reliable and cost-efficient power solution for an entire data center within an accelerated 90-day timeframe, addressing the urgent power needs of the burgeoning AI sector.
Mahesh Thiagarajan, an OCI Executive Vice President, stated that Bloom&#8217;s technology will &#8220;join OCI&#8217;s extensive energy portfolio, further supporting our cutting-edge AI infrastructure with reliable, clean power.&#8221;
Benzinga Edge Rankings: According to data from <a href="http://benzinga.grsm.io/register174">Benzinga Edge</a>, which provides scores to help identify strong investment opportunities, Bloom Energy shows exceptional strength in two key areas. The company earns a very high Growth score of 99.16 and a strong Momentum score of 89.61. 
This combination suggests the company has robust potential for expansion and has been performing well in the market recently. Conversely, its Value score is notably low at 11.47, indicating that the stock may be considered expensive relative to its fundamental metrics at its current price.
Price Action: According to data from <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a>, BE shares are trading higher by 24.2% to $33.39 Thursday morning. The stock has a 52-week high of $33.21 and a 52-week low of $9.02.
Read Also: <a href="https://www.benzinga.com/trading-ideas/movers/25/07/46604659/whats-going-on-with-plug-power-stock-14">What&#8217;s Going On With Plug Power Stock?</a>
<h2 class="wp-block-heading">How To Buy BE Stock</h2>
Besides going to a brokerage platform to purchase a share &#8211; or fractional share &#8211; 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 Bloom Energy&#8217;s case, it is in the Industrials 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

Bloom Energy Stock Jumps On Deal To Power Oracle's AI Data Centers

Ike Barinholtz, the actor known for his role in Apple&#8217;s &#8220;The Studio,&#8221; is in talks to play Elon Musk in an upcoming AI-themed film, &#8220;Artificial.&#8221; The movie, directed by Luca Guadagnino, is set to be released by Amazon MGM Studios, owned by Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>).
What Happened:&nbsp;Barinholtz is set to portray the role of Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) CEO Elon Musk, the world&#8217;s richest person, in the new comedy-drama &#8220;Artificial,&#8221;&nbsp;<a href="https://deadline.com/2025/07/ike-barinholtz-elon-musk-artificial-movie-amazon-mgm-1236466040/">reported</a>&nbsp;Deadline on Wednesday. 
The film is likely to center on the short-lived removal of billionaire Sam Altman as head of OpenAI in 2023. However, the official plot is yet to be revealed.
The cast features Yura Borisov, Andrew Garfield and Cooper Koch. Garfield is slated to portray Sam Altman, co-founder and CEO of OpenAI, with Borisov playing the role of OpenAI co-founder Ilya Sutskever.
Barinholtz&#8217;s character, Elon Musk, is depicted as a &#8220;dictator&#8221; and features in scenes of &#8220;villainy and comic relief,&#8221; reported Puck earlier this month.
The script for &#8220;Artificial&#8221; is penned by Simon Rich and produced by Heyday Films&#8217;&nbsp;David Heyman and Jeffrey Clifford,&nbsp;along with Jennifer Fox. The project was&nbsp;announced in early June.
SEE ALSO:&nbsp;<a href="https://benzinga.com/real-estate/25/07/46564953/kevin-oleary-calls-trumps-no-tax-on-home-sales-plan-common-sense-shark-says-families-can-grow-without" target="_blank" rel="noreferrer noopener">Kevin O&#8217;Leary Calls Trump&#8217;s No Tax On Home Sales Plan &#8216;Common Sense&#8217;: Shark Says, &#8216;Families Can Grow Without Getting Punished&#8217;</a>
Why It Matters: The film&#8217;s storyline is rooted in real-life events.&nbsp;The Tesla CEO has been making headlines for his&nbsp;comments on OpenAI&#8217;s <a href="https://www.benzinga.com/markets/tech/25/07/46570838/elon-musk-6-months-ago-said-softbank-doesnt-have-the-money-to-power-500-billion-stargate-project-now-openai-says-5gw-with-oracle-will-exceed-the-initial-commitment-made-wit">financial situation</a>. Musk had previously stated that OpenAI and SoftBank did not have the funds for the $500 billion Stargate project. However, OpenAI recently announced a partnership with Oracle (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NASDAQ">ORCL</a>) to expand the Stargate data center capacity, indicating a shift in the financial landscape.
Earlier in the year, Musk faced legal backlash as&nbsp;Sam Altman-led OpenAI <a href="https://www.benzinga.com/25/04/44726544/elon-musk-faces-legal-backlash-as-sam-altman-led-openai-countersues-over-harassing-tactics-and-bid-for-control-musk-has-tried-every-tool-available-to-harm-openai">countersued </a>him&nbsp;over alleged harassment tactics. The lawsuit claimed that Musk&#8217;s tactics included press attacks, legal harassment, and an unsolicited bid for the company&#8217;s assets.
Moreover, Musk&#8217;s&nbsp;criticism of the Trump administration&nbsp;led to a strained alliance between him and President Donald Trump. This situation was <a href="https://www.benzinga.com/news/politics/25/07/46382380/trump-vs-musk-sam-altman-saw-the-signs-elon-busts-up-with-everybody-thats-what-he-does">foreseen by Altman</a>, CEO of OpenAI, who noted that Musk &#8220;busts up with everybody.&#8221;
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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.

Entertainment

TSLA

Elon Musk–Sam Altman Rivalry To Come Alive In Amazon MGM's Upcoming Film 'Artificial', With Ike Barinholtz Likely To Play Musk: Report

Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) CEO Jensen Huang revealed the company&#8217;s straightforward chip allocation process during Wednesday&#8217;s All In Podcast, dismissing concerns about favoritism among tech titans competing for scarce artificial intelligence processors.
What Happened: When asked how he manages allocation requests from high-profile clients like Tesla Inc.&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) Elon Musk, Meta Platforms Inc.&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) Mark Zuckerberg and OpenAI&#8216;s Sam Altman, Huang offered a surprisingly simple answer: &#8220;Place a PO. That&#8217;s it.&#8221;
Huang said that the company now discloses its roadmap to partners a year in advance for better planning.
Huang addressed supply concerns by revealing he &#8220;wrote off $5 billion worth of Hoppers,&#8221; adding, &#8220;If anybody would like to have some extras, you got them. Just give me a call.&#8221;
The allocation process has become critical as demand for NVIDIA&#8217;s H100 AI chips intensifies. Current Hopper architecture GPUs maintain strong residual value, retaining 75-80% of their original value after one year and approximately 50% after three years.
Responding to Musk&#8217;s projection of deploying &#8220;50 million H100 equivalents&#8221; within five years, Huang described AI infrastructure as requiring &#8220;factories of AI&#8221; that continuously produce tokens. He estimates the industry is &#8220;a couple hundred billion dollars into a multi-trillion dollar infrastructure buildout per year.&#8221;
See Also:&nbsp;<a href="https://www.benzinga.com/markets/tech/25/07/46594334/trump-wanted-to-break-up-nvidia-before-he-learned-the-facts-he-later-found-out-its-not-easy" target="_blank" rel="noreferrer noopener">Trump Wanted To Break Up Nvidia Before He ‘Learned The Facts' — He Later Found Out It's ‘Not Easy'</a>
Why It Matters: The chip shortage has intensified amid <a href="https://www.benzinga.com/25/03/44519562/nvidia-faces-fresh-china-setback-as-chip-shortages-and-sanctions-disrupt-supply">U.S. sanctions affecting Chinese customers</a>. Chinese server maker H3C recently warned of depleted H20 chip inventory, with supply uncertainties extending beyond April. 
Major Chinese firms, including Alibaba Group Holding Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) and Tencent Holdings Ltd. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/TCEHY#OTC">TCEHY</a>) have increased H20 orders following DeepSeek&#8216;s emergence in the AI market.
Previous reports <a href="https://www.benzinga.com/markets/equities/24/09/40893386/elon-musk-and-oracles-larry-ellison-begged-jensen-huang-for-nvidia-gpus-at-a-dinner-please-take-">indicate the competitive dynamics at play</a>. Oracle Corp.&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) Larry Ellison and Musk reportedly &#8220;begged&#8221; Huang for additional GPUs during a dinner at Nobu Palo Alto, with Ellison stating they told the CEO to &#8220;please take our money.&#8221;
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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.
Image via Shutterstock

BABA

TCEHY

As Elon Musk, Mark Zuckerberg And Sam Altman Chase Nvidia AI Chips, Jensen Huang Says 'Just Call Me' — Here's How Allocation Really Works

Tech giant IBM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>) is aggressively deploying its own AI and automation tools across its operations, unlocking billions in savings and productivity gains, while reshaping how the company functions internally.
What Happened: During its <a href="https://www.benzinga.com/markets/earnings/25/07/46587952/ibm-shares-slide-after-q2-results-eps-beat-revenues-beat">second quarter results</a> on Wednesday, IBM&#8217;s CFO, James Kavanaugh, said that the company now expects to achieve approximately $4.5 billion in annual run-rate productivity savings by the end of 2025, up from $3.5 billion at the end of 2024.
IBM credits this to its internal adoption of AI and automation, as part of its &#8220;Client Zero&#8221; model, which involves implementing its tech stack across business units to test scale, functionality and impact before rolling it out to customers.
See Also: <a href="https://www.benzinga.com/markets/tech/25/07/46593814/palantirs-shyam-shankar-says-ai-wont-kill-jobs-itll-give-blue-collar-workers-superpowers-and-make-them-50x-more-productive">Palantir&#8217;s Shyam Shankar Says AI Won&#8217;t Kill Jobs—It&#8217;ll Give Blue-Collar Workers &#8216;Superpowers&#8217; And Make Them 50X More Productive</a>
Kavanaugh said these initiatives have become a &#8220;flywheel&#8221; that is already driving financial results. &#8220;Our productivity initiatives create a flywheel that allows us to invest back in our business, both organically and inorganically, increase our financial flexibility, and deliver margin expansion.&#8221;
&#8220;We are transforming our enterprise operations using technology and embedding AI across more than 70 workflows,&#8221; the company&#8217;s CEO, Arvind Krishna, said during the call. 
He further adds that, &#8220;we are seeing extreme penetration around that [AI workflows], and that's given us guidance and confidence… about reimagining and reinventing how we run our company.&#8221;
Why It Matters: Last month, senior analyst Dan Ives referred to both Oracle Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) and IBM as the new Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), referring to them as &#8220;catch-up trades.&#8221; 
&#8220;I kind of view IBM and Oracle similar to how I viewed Microsoft in mid-2023,&#8221; Ives said, adding that the broader AI tailwind is <a href="https://www.benzinga.com/markets/equities/25/06/45996376/dan-ives-says-oracle-and-ibm-are-the-new-microsoft-in-big-catch-up-trade-broader-ai-tailwind-is-far-from-priced-in">far from priced in</a>.
IBM released its <a href="https://www.benzinga.com/markets/earnings/25/07/46587952/ibm-shares-slide-after-q2-results-eps-beat-revenues-beat">second-quarter results</a> on Wednesday, reporting $16.97 billion in revenue, beating consensus estimates of $16.57 billion. Earnings during the quarter stood at $2.80 per share, ahead of estimates at $2.64. 
Price Action: Shares of IBM were up 0.01% on Wednesday, trading at $282, and are down 5.16% after hours, following the company&#8217;s earnings announcement. 
<figure class="wp-block-image size-large"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img loading="lazy" decoding="async" width="1024" height="149" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/24042840/Screenshot-2025-07-24-at-1.58.30-PM-1024x149.png" alt="" class="wp-image-998587" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/24042840/Screenshot-2025-07-24-at-1.58.30-PM-1024x149.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/24042840/Screenshot-2025-07-24-at-1.58.30-PM-300x44.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/24042840/Screenshot-2025-07-24-at-1.58.30-PM-768x112.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/24042840/Screenshot-2025-07-24-at-1.58.30-PM.png 1528w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
Shares of IBM show strong Growth and Momentum according to Benzinga&#8217;s Edge Stock Rankings, with a favorable price trend in the medium and long terms. Click <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">here</a> for deeper insights into the stock and to see how it compares with peers and competitors.
Read More: 
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<li><a href="https://www.benzinga.com/insights/analyst-ratings/25/07/46492921/what-analysts-are-saying-about-ibm-stock">What Analysts Are Saying About IBM Stock?</a></li>
</ul>
Photo courtesy: Shutterstock

Earnings

IBM's 'Client Zero' AI Strategy To Deliver $4.5 Billion In Annual Savings — CEO Says 'Reimagining And Reinventing How We Run Our Company'

Shares of Palantir Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>) surged to a fresh all-time high, despite there being no company-specific news to lead the session. 
Check out the current price of&nbsp;<a href="https://www.benzinga.com/quote/PLTR" target="_blank" rel="noreferrer noopener">PLTR stock here.</a>
What Happened: The stock rose 3.72% on Wednesday, closing at $154.62, after reaching an all-time high of $155.68. It has since declined 0.39% after hours at the time of writing this. This brings the company&#8217;s year-to-date gains to 105.64%, 436% over the past year, and 1,580% over the past five years. 
While there were no immediate catalysts that sparked the stock&#8217;s rally this week, the company has had a string of good news over the past month that has helped buoy the stock. 
See Also: <a href="https://www.benzinga.com/news/topics/25/07/46537910/palantir-veterans-set-to-launch-founders-films-with-pro-america-ai-powered-slate-9-11-rescue-story-in-pipeline-report">Palantir Veterans Set To Launch Founders Films With Pro-America, AI-Powered Slate — 9/11 Rescue Story In Pipeline: Report</a>
This includes a recent contract with NATO, alongside <a href="https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/07/46353542/palantir-next-oracle-trump-backed-ai-surge">its growing role</a> in government-backed AI initiatives, such as in President Donald Trump&#8217;s Project Stargate.
Wedbush Securities analyst Dan Ives believes that Palantir is on the trajectory to become a major enterprise software player, comparing its potential to that of Oracle Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>). He said this while raising his target for the stock, from $140 to $160, representing an upside of 3.47% from current levels.
However, <a href="https://www.benzinga.com/quote/PLTR/analyst-ratings">analyst consensus</a> for the stock is currently well below the market price at $76.72 per share, with a broad &#8220;Sell&#8221; rating based on calls by 23 analysts over the past month. 
Why It Matters: Investor Martin Shkreli, popularly referred to as &#8220;Pharma Bro,&#8221; says there is no reason Palantir &#8220;can't be a $10 trillion company,&#8221; since its total addressable market spans the inefficiencies of all Fortune 500 companies. 
He does, however, <a href="https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/06/45716400/pharma-bro-martin-shkreli-sees-10-trillion-potential-in-palantir-but-cautions-one-bad-quarter-and-its-down-50">warn about execution risks</a>, saying that one bad quarter can bring the stock down 50%. Shkreli believes the stock requires &#8220;execution to perfection&#8221; from management
Recently, BigBear.ai Holdings Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BBAI#NYSE">BBAI</a>) has been touted as <a href="https://www.benzinga.com/markets/small-cap/25/06/45857163/the-next-palantir-does-this-under-5-ai-stock-have-the-potential-to-rise-and-shine">the next Palantir</a>, being an artificial intelligence and analytics play that is focused on defense and government contracts. 
The stock is up 92.94% year-to-date and 583% from its 52-week low, which is believed to be only the beginning. Analysts from H.C. Wainwright recently <a href="https://www.benzinga.com/content/46378617/bigbear-ai-why-a-90-rally-could-be-just-the-start">raised their target</a> for the stock, from $6 to $9, representing an upside of 13.49% from current levels. 
Price Action: Palantir shares were up 3.72% on Wednesday, trading at $154.62, and are down 0.39% after hours.
<figure class="wp-block-image size-large"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img loading="lazy" decoding="async" width="1024" height="149" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/23235725/Screenshot-2025-07-24-at-9.27.12-AM-1024x149.png" alt="" class="wp-image-998204" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/23235725/Screenshot-2025-07-24-at-9.27.12-AM-1024x149.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/23235725/Screenshot-2025-07-24-at-9.27.12-AM-300x44.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/23235725/Screenshot-2025-07-24-at-9.27.12-AM-768x112.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/23235725/Screenshot-2025-07-24-at-9.27.12-AM.png 1528w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
According to Benzinga&#8217;s Edge Stock Rankings, Palantir scores high on Momentum and Growth, while having a favorable price trend in the short, medium and long terms. How does it compare with BigBear.ai? Click <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">here</a> to find, along with more facts and insights. 
Photo: slyellow / Shutterstock.com
Read More: 
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<li><a href="https://www.benzinga.com/markets/equities/25/07/46538539/palantir-deloitte-alliance-targets-tech-debt-with-new-ai-powered-operating-system-to-make-america-stronger">Palantir-Deloitte Alliance Targets Tech Debt With New AI-Powered Operating System To &#8216;Make America Stronger&#8217;</a></li>
</ul>

Large Cap

After-Hours Center

Analyst Ratings

BBAI

Palantir Touches New All-Time High Before Fading After Hours: What's Going On?

Oracle Corporation&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) has partnered with&nbsp;OpenAI&nbsp;to expand the&nbsp;Stargate data center capacity in&nbsp;the U.S. by 4.5 gigawatts. This strategic investment aims to bolster the U.S.&#8217;s AI leadership and foster industrial growth.
What Happened: As announced by&nbsp;OpenAI&nbsp;on Tuesday, the partnership aims to develop an additional 4.5 gigawatts of Stargate data center capacity. This move is anticipated to speed up America&#8217;s reindustrialization and further U.S. AI leadership.
The deal represents a major milestone for Stargate, OpenAI&#8217;s AI infrastructure platform. With the addition of this new partnership with Oracle to the existing Stargate I site in Abilene, Texas, the total AI data center capacity under development will exceed 5 gigawatts.
This development marks a major step forward in OpenAI's pledge, made at the White House in January, to invest $500 billion in 10 gigawatts of AI infrastructure across the U.S. over the next four years. With strong support from partners like Oracle and SoftBank Group (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SFTBF#OTC">SFTBF</a>), the company now anticipates surpassing that original goal.
&#8220;We now expect to exceed our initial commitment thanks to strong momentum with partners including Oracle and SoftBank,&#8221; stated OpenAI. 
See Also: <a href="https://benzinga.com/news/topics/25/07/46561644/larry-ellison-defended-friend-elon-musk-while-others-mocked-him-youre-saying-elons-an-idiot-the-guys-" target="_blank" rel="noreferrer noopener">Larry Ellison Defended &#8216;Friend&#8217; Elon Musk While Others Mocked Him —&#8217;You&#8217;re Saying Elon&#8217;s An Idiot. The Guy&#8217;s Landing Rockets! And Who Are You?&#8217;</a>
Why It Matters: The partnership comes at a crucial time for OpenAI amid reports that the $500 billion Stargate project, a joint venture between OpenAI and SoftBank, ran into <a href="https://www.benzinga.com/markets/tech/25/07/46534661/500-billion-stumble-softbank-openais-massive-ai-vision-faces-setbacks">major delays </a>and scaled-back ambitions.
Furthermore, Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) CEO Elon Musk expressed doubts about the project&#8217;s financial backing. Musk posted on&nbsp;X, reiterating his January comment. &#8220;They simply don&#8217;t,&#8221; he wrote, responding to a user who reposted his earlier remark—&#8221;They don&#8217;t actually have the money.&#8221;
Despite these challenges, OpenAI&#8217;s aggressive spending on talent and R&amp;D, termed as &#8220;vibe spending&#8221; by JPMorgan analysts, has been a cause of <a href="https://www.benzinga.com/markets/tech/25/07/46538119/openai-is-spending-billions-to-stay-ahead-in-ai-but-jpmorgan-warns-this-vibe-spending-could-push-investors-to-their-limit">concern for investors</a>. The partnership with Oracle could provide the necessary boost to OpenAI&#8217;s ambitious AI infrastructure plans and alleviate investor concerns.
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</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.

SFTBF

Elon Musk 6 Months Ago Said SoftBank Doesn't Have The Money To Power $500 Billion Stargate Project — Now OpenAI Says 5GW With Oracle Will 'Exceed' The 'Initial' Commitment Made With Trump

WIIM

Oracle shares are trading lower on a report suggesting SoftBank and OpenAI's Stargate venture has scaled back near-term goals.

<a href="https://www.cnbc.com/2025/07/22/openai-oracle-stargate-texas.html">https://www.cnbc.com/2025/07/22/openai-oracle-stargate-texas.html</a>

'OpenAI expands Oracle data center deal, says parts of Stargate 1 in Texas are operational'- CNBC

On Tuesday, major <a href="https://www.benzinga.com/topic/ai">artificial intelligence</a> (AI) chip manufacturers, including Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Advanced Micro Devices (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), Broadcom (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), Taiwan Semiconductor Manufacturing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), Arm Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARM#NASDAQ">ARM</a>), Marvell Technology (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>), and Qualcomm (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>), traded lower.
This decline comes after the reports of significant disagreements between OpenAI and SoftBank (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SFTBY#OTC">SFTBY</a>) regarding the operational control and execution of the ambitious $500 billion Stargate AI project, leading to a substantial scale-back of its original scope.
Internal feuds between OpenAI CEO Sam Altman and SoftBank founder Masayoshi Son have stalled the project, dramatically scaling back its grand vision, and drawing a sharp &#8220;I told you so&#8221; from Elon Musk, who has consistently questioned the venture&#8217;s financial backing.
Also Read: <a href="https://www.benzinga.com/markets/tech/25/07/46241424/openais-4-5-gw-lease-from-oracle-fuels-stargates-500-billion-vision" target="_blank" rel="noreferrer noopener">OpenAI&#8217;s 4.5 GW Lease From Oracle Fuels Stargate&#8217;s $500 Billion Vision</a>
The Stargate AI project, initially envisioned as a massive $500 billion initiative for building AI infrastructure, has faced severe delays due to fundamental clashes between Altman and Son. 
Although they initially agreed to share leadership, with Altman overseeing operations and Son managing financing, their partnership has been <a href="https://www.benzinga.com/markets/tech/25/07/46534661/500-billion-stumble-softbank-openais-massive-ai-vision-faces-setbacks">fraught with disputes</a> over control, governance, and strategic direction.
This feud has stalled significant progress, leaving Stargate without any secured data center deals and scaling ambitions back to a single, smaller facility in Ohio by year&#8217;s end. The internal deadlock has sapped the project&#8217;s momentum just months after its high-profile White House debut.
Amid a persistent shortage of Nvidia chips driven by surging AI demand, <a href="https://www.benzinga.com/markets/tech/25/06/46034864/this-could-be-amds-biggest-ai-win-mi400-chips-may-power-stargate">a June report</a> indicated a growing opportunity for AMD. Companies like Oracle (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) and OpenAI are increasingly considering AMD&#8217;s next-generation Instinct GPUs, specifically engineered for large-scale AI workloads, as viable alternatives for major projects such as Stargate, given Nvidia&#8217;s challenges in meeting supply.
Arm Holdings <a href="https://www.benzinga.com/markets/equities/25/02/43521100/arm-confirms-central-role-in-100-billion-stargate-ai-infrastructure-project-with-openai-oracle">solidified its crucial role</a> in the AI landscape by joining OpenAI&#8217;s Stargate infrastructure project in February. During the company&#8217;s third-quarter earnings call, CEO Rene Haas highlighted Arm&#8217;s increasing presence in data center deployments, driven by key collaborations with OpenAI, Oracle, and SoftBank. 
Arm&#8217;s chip architecture is poised to form the core of large-scale AI infrastructure for the Stargate project, beginning with an 875-acre AI campus in Abilene, Texas. This initiative will commence with a 200-megawatt data center, with plans to expand up to 1.2 gigawatts, underscoring Arm&#8217;s architecture as a foundational element for future AI growth.
Adding to the skepticism, Elon Musk has reiterated his doubts about the Stargate project&#8217;s financial viability. Reacting to the news of the stalled OpenAI and SoftBank AI infrastructure venture, Musk posted on&nbsp;X, formerly&nbsp;Twitter, referencing his earlier assertion that the project lacks actual funding.
&#8220;They simply don&#8217;t,&#8221; he wrote, responding to a user <a href="https://www.benzinga.com/markets/tech/25/07/46536950/elon-musk-doubles-down-on-openai-softbank-stargate-doubts-says-they-simply-dont-have-money-for-the-500-billion-ai-infrastructure-push">who resurfaced</a> his earlier remark &#8211; &#8220;They don&#8217;t actually have the money.&#8221; Musk, whose own AI startup xAI is constructing a massive data center in Memphis, has consistently questioned the feasibility of Stargate.
Price Action: NVDA stock is trading lower by 1.13% to $169.48 premarket at last check Tuesday.
Read Next:
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</ul>
Image via Shutterstock

Movers

AVGO

MRVL

QCOM

Elon Musk Says 'They Simply Don't' Have The Funding, Doubts Stargate AI

Apple (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) has officially expanded <a href="https://www.benzinga.com/pressreleases/25/07/b46536386/apple-retail-arrives-in-the-kingdom-of-saudi-arabia-with-launch-of-the-apple-store-online" target="_blank" rel="noreferrer noopener">its retail presence</a> into Saudi Arabia by launching the Apple Store online and app, introducing direct customer support in Arabic. 
<a href="https://www.benzinga.com/news/global/24/12/42383949/apple-expands-retail-footprint-in-saudi-arabia-with-online-store-launch-plans-multiple-flagship-locations" target="_blank" rel="noreferrer noopener">The planned move</a> marks a significant milestone in Apple&#8217;s broader Middle East strategy and delivers a fully localized experience to Saudi customers.
By rolling out its full range of products and services online, Apple now allows users across the Kingdom to shop iPhones, Macs, iPads, Apple Watches, and accessories with personalized support and service.
Also Read: <a target="_blank" href="https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/06/45930835/iphone-sales-rebound-in-china-but-apples-next-move-could-be-risky" rel="noreferrer noopener">iPhone Sales Rebound In China, But Apple&#8217;s Next Move Could Be Risky</a>
Customers can access configure-to-order Macs, create custom Apple Watch combinations, and enjoy free Arabic and English engraving on select products like AirPods and Apple Pencil.
Apple also integrated flexible shopping features such as Buy Now, Pay Later through Tamara and launched Apple Trade In, which offers credit for eligible devices or free recycling for non-eligible ones. 
For added convenience, customers can get help with personal setup, device migration, and cellular activation through Apple&#8217;s support team. Apple extended its Education Store benefits to the Kingdom to attract students and educators.
This retail launch is just the beginning. Apple confirmed plans to open flagship physical stores in Saudi Arabia starting in 2026, including a significant location in Diriyah, a UNESCO World Heritage site. 
The expansion builds on Apple&#8217;s 2021 opening of the region&#8217;s first Apple Developer Academy in Riyadh, in partnership with the Saudi government, Tuwaiq Academy, and Princess Nourah University.
In May, President Donald Trump announced a <a href="https://www.benzinga.com/economics/macro-economic-events/25/05/45390422/trump-unveils-historic-and-transformative-600-billion-saudi-deal-predicts-markets-will-go-a-lot-higher" target="_blank" rel="noreferrer noopener">$600 billion investment</a> pledge from Saudi Arabia into the U.S. economy on Tuesday, framing the deal as the beginning of a &#8220;golden era&#8221; of economic cooperation between the two countries. 
At the U.S.-Saudi Investment Forum in Riyadh, Trump highlighted various commercial agreements across tech, defense, energy, healthcare, and infrastructure, calling it &#8220;the largest set of commercial agreements on record.&#8221;
Trump spotlighted a series of multibillion-dollar deals involving major U.S. corporations such as Amazon.com (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), Oracle (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>), Advanced Micro Devices (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), Uber Tech (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NYSE">UBER</a>), Qualcomm (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>), Johnson &amp; Johnson (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JNJ#NYSE">JNJ</a>), and others. 
These companies are part of an $80 billion tech collaboration that includes Alphabet (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>), Salesforce (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>), and DataVolt, marking a strategic joint push into AI, data infrastructure, and cloud technology.
AAPL Price Action: Apple stock is trading higher by 0.10% to $212.70 premarket at last check Tuesday.
Read Next:
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</ul>
Image via Shutterstock

Government

UBER

Apple's Online Store Is Now Live In Saudi Arabia, Flagship Stores Coming By 2026

Renowned TV host Jim Cramer has suggested that Cisco Systems, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>) could be in for a significant revaluation, akin to that of Oracle Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>).
What Happened: CNBC&#8217;s Mad Money host Cramer has expressed his belief that Cisco could be in for a substantial revaluation, similar to that of Oracle, as <a href="https://www.insidermonkey.com/blog/cisco-systems-inc-csco-it-could-have-an-oracle-like-revaluation-says-jim-cramer-1572097/#google_vignette">reported</a> by Insider Monkey.
This prediction is based on the company&#8217;s strong performance and its strategic positioning in the AI and cybersecurity sectors.
Cisco has seen a 15.63% increase in its share price this year, largely due to its impressive financial results, including a significant revenue and EPS beat in May.
Cramer has previously highlighted the company&#8217;s potential as the backbone of AI, and in his recent remarks, he emphasized the company&#8217;s role in connecting data centers to other systems.
See Also: <a href="https://benzinga.com/crypto/cryptocurrency/25/07/46511527/bitcoin-flat-as-1-billion-whale-move-sparks-speculation-ethereum-dogecoin-spike-analyst-says-btcs-next-leg-up-will-pump-it-above-130000" target="_blank" rel="noopener">Bitcoin Flat As $1 Billion Whale Move Sparks Speculation, Ethereum, Dogecoin Spike: Analyst Says BTC&#8217;s Next Leg Up Will Pump It Above $130,000 &#8211; Grayscale Bitcoin Mini Trust (BTC) Common units of frac</a>
Despite acknowledging Cisco&#8217;s potential as an investment, Cramer believes that other AI stocks may offer greater returns with less downside risk.
Why It Matters: This news comes on the heels of a recent report that highlighted Cisco&#8217;s quiet success in the AI sector. The company&#8217;s <a href="https://www.benzinga.com/markets/tech/25/07/46442422/cisco-is-quietly-beating-the-ai-hype-should-investors-pay-closer-attention">stock has risen by approximately</a> 10.89% in the last six months.
In May, Cisco reported <a href="https://www.benzinga.com/news/earnings/25/05/45422303/cisco-shares-climb-after-q3-eps-revenue-beat-estimates-details">quarterly earnings of $0.96 per share</a>, surpassing the analyst consensus estimate of $0.92. Revenue for the quarter reached $14.15 billion, topping Wall Street&#8217;s projection of $14.08 billion and marking an increase from $12.70 billion in the same quarter last year.
Furthermore, <a href="https://www.benzinga.com/markets/tech/25/07/46410415/oracle-to-invest-3-billion-in-ai-and-cloud-infrastructure-expansion-across-germany-netherlands">Oracle&#8217;s recent announcement</a> of a $3 billion investment in AI and cloud infrastructure expansion across Europe also underscores the growing importance of AI in the tech industry.
Price Action: Oracle closed Monday at $234.54, down 0.78%, and slipped another 2.01% in after-hours trading. Meanwhile, Cisco ended the day at $68.34, gaining 0.43% during regular hours and edging up an additional 0.21% after hours, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro data</a>.
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</ul>
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: MacroEcon/Shutterstock

CSCO

Could Cisco Be The Next Oracle? Jim Cramer Says AI, Cybersecurity Make CSCO A Sleeper Stock Set For Big Revaluation

Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) CEO Elon Musk has renewed his skepticism over the ambitious Stargate project—a <a href="https://www.benzinga.com/markets/tech/25/07/46534661/500-billion-stumble-softbank-openais-massive-ai-vision-faces-setbacks">$500 billion AI infrastructure</a> venture between OpenAI and SoftBank Group (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SFTBF#OTC">SFTBF</a>) (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SFTBY#OTC">SFTBY</a>)—saying the plan lacks actual financial backing.
What Happened: On Monday, The Wall Street Journal reported that the high-profile Stargate project, announced at the White House six months ago, has stalled.
Despite initial promises of pouring in $100 billion &#8220;immediately,&#8221; the initiative has not secured a single major data center deal.
Instead, the effort has been scaled down to focus on building a smaller facility in Ohio by the end of the year. Disagreements between OpenAI and SoftBank over the structure and control of the partnership have further slowed progress, the report said.
Also Read:&nbsp;<a href="https://www.benzinga.com/analyst-stock-ratings/reiteration/25/06/45912952/oracles-ai-ambitions-take-flight-after-record-cloud-growth-what-do-analysts-really-think" target="_blank" rel="noreferrer noopener">Oracle's AI Ambitions Take Flight After Record Cloud Growth: What Do Analysts Really Think?</a>
Following the update, Musk posted on X, formerly Twitter, reinforcing a comment he made in January. "They simply don't," he wrote, responding to a user who resurfaced his earlier remark—"They don't actually have the money."
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">They simply don't
&mdash; Elon Musk (@elonmusk) <a href="https://twitter.com/elonmusk/status/1947428689765142971?ref_src=twsrc%5Etfw">July 21, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
Why It's Important: Musk, whose AI startup xAI is building a large data center in Memphis, has long voiced doubts about the financial and logistical feasibility of Stargate.
The project was initially intended to significantly boost <a href="https://www.benzinga.com/markets/equities/25/03/44069390/elon-musk-calls-softbanks-masayoshi-son-overleveraged-as-16-billion-ai-loan-fuels-debate-about-viability-of-openais-stargate-project">America's AI infrastructure</a> and was led by SoftBank's Masayoshi Son and OpenAI's Sam Altman.
Meanwhile, OpenAI appears to be moving ahead with alternative plans. The company has reportedly secured a <a href="https://www.benzinga.com/markets/tech/25/07/46241424/openais-4-5-gw-lease-from-oracle-fuels-stargates-500-billion-vision">$30 billion deal</a> with Oracle Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) to expand its computational capacity.
Read Next:
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Photo Courtesy: Frederic Legrand &#8211; COMEO on Shutterstock.com
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

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Date	Put/Call	Strike Price	Exp Date	DTE	Trade Vol	Day Vol	Vol / OI	OI	Trade Type	Sentiment
10:23 AMJul 30, 2025	PUT	$220.00	Jan 16, 2026	168	2011	1170	77	2599	SWEEP	BEARISH
10:22 AMJul 30, 2025	PUT	$220.00	Jan 16, 2026	168	841	780	32	2599	SWEEP	BULLISH
01:13 PMJul 29, 2025	CALL	$300.00	Dec 17, 2027	868	304	300	87	350	TRADE	NEUTRAL
02:38 PMJul 28, 2025	CALL	$200.00	Sep 19, 2025	49	251	201	2	13994	SWEEP	NEUTRAL
02:38 PMJul 28, 2025	CALL	$175.00	Aug 15, 2025	14	211	201	16	1317	SWEEP	NEUTRAL
01:34 PMJul 28, 2025	CALL	$250.00	Aug 15, 2025	14	1655	1000	18	9307	TRADE	NEUTRAL
10:47 AMJul 28, 2025	CALL	$230.00	Oct 17, 2025	77	51712	51700	6786	762	TRADE	BULLISH
10:47 AMJul 28, 2025	CALL	$200.00	Oct 17, 2025	77	7	40000	0	41378	TRADE	BEARISH
03:45 PMJul 25, 2025	CALL	$270.00	Jan 16, 2026	168	836	370	21	4024	SWEEP	BEARISH
09:38 AMJul 25, 2025	CALL	$160.00	Oct 17, 2025	77	137	60	22	623	TRADE	BEARISH
01:37 PMJul 24, 2025	CALL	$200.00	Jan 16, 2026	168	204	198	3	6680	TRADE	BEARISH
01:12 PMJul 24, 2025	CALL	$290.00	Dec 17, 2027	868	2500	2500	3846	65	TRADE	BULLISH
09:36 AMJul 24, 2025	CALL	$160.00	Oct 17, 2025	77	202	70	30	668	TRADE	BEARISH