PureCycle Technologies Bolsa (NASDAQ: PCT)

Últimas noticias sobre PureCycle Technologies (NASDAQ:PCT) Bolsa

PureCycle Technologies

PureCycle Technologies Inc is a Florida-based corporation focused on commercializing a patented dissolution process to physically separate the polymer from other plastics, color, and contaminants (the Technology), originally developed by The Procter & Gamble Company (P&G), for restoring waste polypropylene into resin with near-virgin characteristics, called PureFive resin. PureFive resin represents the family of recycled resin products produced, including ultra-pure resin and other grades used for compounding to meet customer specifications, which has similar properties and applicability for reuse as virgin polypropylene. It has a single operating segment, which encompasses integrated business activities related to the recycling of polypropylene into resins.

PureCycle Technologies, Inc. - Common stock

PureCycle Technologies Inc

PACT GROUP HLDGS UNSP/ADR by Pact Group Holdings Ltd

Pact Group Holdings Ltd

PCTEL Inc

PCT Ltd

PICTON PPTY INCOME LTD by Picton Ppty Income Ltd.

Paylocity Holding Corporation - Common Stock

Paylocity Holding Corp

BRAVERN VENTURES LTD by Bravern Ventures Ltd

Bravern Ventures Ltd

Investors with a lot of money to spend have taken a bearish stance on Amgen (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMGN#NASDAQ">AMGN</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 AMGN, 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 12 uncommon options trades for Amgen.
This isn't normal.
The overall sentiment of these big-money traders is split between 33% bullish and 50%, bearish.
Out of all of the special options we uncovered, 2 are puts, for a total amount of $67,500, and 10 are calls, for a total amount of $496,525.
<h3>Projected Price Targets</h3>
Based on the trading activity, it appears that the significant investors are aiming for a price territory stretching from $260.0 to $340.0 for Amgen over the recent three months. 
<h3>Insights into Volume &amp; Open Interest</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 Amgen'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 Amgen's whale activity within a strike price range from $260.0 to $340.0 in the last 30 days. 
<h3>Amgen Option Activity Analysis: Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1741107671_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 align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>AMGN</td>
<td>CALL</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>03/21/25</td>
<td>$19.35</td>
<td>$18.35</td>
<td>$18.79</td>
<td>$300.00</td>
<td>$94.6K</td>
<td>1.1K</td>
<td align="right">55</td>
</tr>
<tr>
<td>AMGN</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>03/07/25</td>
<td>$23.6</td>
<td>$21.2</td>
<td>$21.87</td>
<td>$297.50</td>
<td>$91.8K</td>
<td>12.1K</td>
<td align="right">42</td>
</tr>
<tr>
<td>AMGN</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>07/18/25</td>
<td>$66.55</td>
<td>$64.8</td>
<td>$64.8</td>
<td>$260.00</td>
<td>$64.8K</td>
<td>171</td>
<td align="right">10</td>
</tr>
<tr>
<td>AMGN</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>12/19/25</td>
<td>$22.25</td>
<td>$20.95</td>
<td>$21.75</td>
<td>$340.00</td>
<td>$43.5K</td>
<td>125</td>
<td align="right">20</td>
</tr>
<tr>
<td>AMGN</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$16.75</td>
<td>$16.5</td>
<td>$16.5</td>
<td>$320.00</td>
<td>$41.2K</td>
<td>2.0K</td>
<td align="right">28</td>
</tr>
</tbody>
</table>

<h3>About Amgen</h3>
Amgen is a leader in biotechnology-based human therapeutics. Flagship drugs include red blood cell boosters Epogen and Aranesp, immune system boosters Neupogen and Neulasta, and Enbrel and Otezla for inflammatory diseases. Amgen introduced its first cancer therapeutic, Vectibix, in 2006 and markets bone-strengthening drugs Prolia/Xgeva (approved 2010) and Evenity (2019). The acquisition of Onyx Pharmaceuticals bolstered the firm's therapeutic oncology portfolio with Kyprolis. Recent launches include Repatha (cholesterol-lowering), Aimovig (migraine), Lumakras (lung cancer), and Tezspire (asthma). The 2023 Horizon acquisition brought several rare-disease drugs, including thyroid eye disease drug Tepezza. Amgen also has a growing biosimilar portfolio.
<h3>Where Is Amgen Standing Right Now?</h3>
<ul>
<li>With a trading volume of 1,336,050, the price of AMGN is up by 1.95%, reaching $316.85.</li>
<li>Current RSI values indicate that the stock is may be approaching overbought.</li>
<li>Next earnings report is scheduled for 58 days from now.</li>
</ul>
<h3>What The Experts Say On Amgen</h3>
2 market experts have recently issued ratings for this stock, with a consensus target price of $302.0.
Turn $1000 into $1270 in just 20 days?
20-year pro options trader reveals his one-line chart technique that shows when to buy and sell. Copy his trades, which have had averaged a 27% profit every 20 days. <a href="https://www.benzinga.com/premium/ideas/options-moneyline-2/?t=Moop1arja3be22op14&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; Maintaining their stance, an analyst from Piper Sandler continues to hold a Overweight rating for Amgen, targeting a price of $329. 
&#x2A; Consistent in their evaluation, an analyst from B of A Securities keeps a Underperform rating on Amgen with a target price of $275. 
Trading options involves greater risks but also offers the potential for higher profits. Savvy traders mitigate these risks through ongoing education, strategic trade adjustments, utilizing various indicators, and staying attuned to market dynamics. Keep up with the latest options trades for Amgen with <a href="https://www.benzinga.com/pro/">Benzinga Pro</a> for real-time alerts.

Options

Markets

AMGN

Behind the Scenes of Amgen's Latest Options Trends

Financial giants have made a conspicuous bullish move on Lemonade. Our analysis of options history for Lemonade (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LMND#NYSE">LMND</a>) revealed 10 unusual trades.
Delving into the details, we found 60% of traders were bullish, while 20% showed bearish tendencies. Out of all the trades we spotted, 5 were puts, with a value of $337,085, and 5 were calls, valued at $281,488.
<h3>What's The Price Target?</h3>
Analyzing the Volume and Open Interest in these contracts, it seems that the big players have been eyeing a price window from $30.0 to $75.0 for Lemonade during the past quarter. 
<h3>Analyzing Volume &amp; Open Interest</h3>
Examining the volume and open interest provides crucial insights into stock research. This information is key in gauging liquidity and interest levels for Lemonade's options at certain strike prices. Below, we present a snapshot of the trends in volume and open interest for calls and puts across Lemonade's significant trades, within a strike price range of $30.0 to $75.0, over the past month.
<h3>Lemonade Option Activity Analysis: Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1741107665_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>LMND</td>
<td>PUT</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>03/28/25</td>
<td>$12.2</td>
<td>$11.8</td>
<td>$12.0</td>
<td>$45.00</td>
<td>$180.0K</td>
<td>150</td>
<td align="right">150</td>
</tr>
<tr>
<td>LMND</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/15/27</td>
<td>$7.5</td>
<td>$7.4</td>
<td>$7.4</td>
<td>$75.00</td>
<td>$133.2K</td>
<td>1.4K</td>
<td align="right">172</td>
</tr>
<tr>
<td>LMND</td>
<td>PUT</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>06/20/25</td>
<td>$12.2</td>
<td>$11.8</td>
<td>$12.0</td>
<td>$42.00</td>
<td>$60.0K</td>
<td>61</td>
<td align="right">50</td>
</tr>
<tr>
<td>LMND</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>12/19/25</td>
<td>$6.6</td>
<td>$6.4</td>
<td>$6.5</td>
<td>$50.00</td>
<td>$52.0K</td>
<td>328</td>
<td align="right">242</td>
</tr>
<tr>
<td>LMND</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$7.4</td>
<td>$7.4</td>
<td>$7.4</td>
<td>$35.00</td>
<td>$37.0K</td>
<td>402</td>
<td align="right">85</td>
</tr>
</tbody>
</table>

<h3>About Lemonade</h3>
Lemonade Inc operates in the insurance industry. The company offers digital and artificial intelligence based platform for various insurances and for settling claims and paying premiums. The platform ensures transparency in issuing policies and settling disputes. The company is using technology, data, artificial intelligence, contemporary design, and social impact to deliver delightful and affordable insurances. Geographically, it operates in California, Texas, New York, New Jersey, Illinois, Georgia, Washington, Colorado, Pennsylvania, Oregon and others.
After a thorough review of the options trading surrounding Lemonade, we move to examine the company in more detail. This includes an assessment of its current market status and performance.
<h3>Lemonade's Current Market Status</h3>
<ul>
<li>With a trading volume of 1,126,702, the price of LMND is down by -5.9%, reaching $33.64.</li>
<li>Current RSI values indicate that the stock is may be approaching overbought.</li>
<li>Next earnings report is scheduled for 56 days from now.</li>
</ul>
<h3>Professional Analyst Ratings for Lemonade</h3>
Over the past month, 2 industry analysts have shared their insights on this stock, proposing an average target price of $47.0.
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; In a cautious move, an analyst from Citizens Capital Markets downgraded its rating to Market Outperform, setting a price target of $60. 
&#x2A; An analyst from Piper Sandler persists with their Neutral rating on Lemonade, maintaining a target price of $34. 
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 Lemonade options trades with real-time alerts from <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>.

LMND

This Is What Whales Are Betting On Lemonade

News

IPOs

Trading Ideas

Skycorp Solar Group Shares Open For Trade At $3.69/Share; IPO Priced At $4/Share On 2M Shares

WIIM

Gold is trading  higher amid market weakness due to tariff risks, which may be prompting investors to gravitate towards the safe haven asset.

Skycorp Solar Group IPO Indicating $3.69 On 96,018 Shares; IPO Priced At $4/Share On 2M Shares

Citigroup analyst Yigal Nochomovitz maintains Syndax Pharmaceuticals (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SNDX#NASDAQ">SNDX</a>) with a Buy and lowers the price target from $45 to $42.

Price Target

Analyst Ratings

SNDX

Citigroup Maintains Buy on Syndax Pharmaceuticals, Lowers Price Target to $42

Remember the home-buying frenzy and bidding wars of 2021? In many parts of the country, those have disappeared into the rearview mirror as home buyers find the real estate market has finally flipped in their favor, according to new data from<a href="https://www.redfin.com/news/buyers-market-february-2025/"> Redfin</a> (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RDFN#NASDAQ">RDFN</a>).
<h2 class="wp-block-heading">New Homes Sales Down 2%</h2>
Due to increased supply, new homes are now transacting for nearly 2% less than the listing price. In January, inventory was up by 5% over the same time last year, and in some markets, listings are higher than any time over the previous six years. At the same time,<a href="https://www.marketwatch.com/story/existing-home-sales-sag-under-weight-of-7-mortgage-rates-in-first-month-of-2025-5cd8679f?mod=pship_realtor"> high prices and high interest rates have lessened the demand</a>, which has also contributed to turning the market from a seller's to a buyer's.&nbsp;
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<li>Maker of the $60,000 foldable home has 3 factory buildings, 600+ houses built, and big plans to solve housing —<a href="https://www.benzinga.com/money/boxabl-y2"> you can become an investor for $0.80 per share today.</a></li>
<li>Many don&#8217;t know there are tax benefits when buying a unit as an investment —<a href="https://www.benzinga.com/money/casa-shares-y2"> Here&#8217;s how to invest in real estate by mirroring BlackRock's big move</a></li>
</ul>
<h2 class="wp-block-heading">Key Findings In Redfin's Data</h2>
<ul>
<li>Sluggish sales: Homes in contract by 6.3% to the lowest figure since the early days of the pandemic</li>
<li>Listings sitting longer: Homes that sold in January had been on the market an average of 56 days — the longest period since 2020.</li>
<li>Home price growth is slowing down: The median home price appreciation in 2024 was 4.1%, which hadn't been experienced in over five years.</li>
<li>Sellers are more willing to negotiate: In January, homes sold on average for 1.8% less than the asking price.</li>
<li>Deals are failing to close: Deals were canceled in January at the highest rate since at least 2017.</li>
</ul>
"Historically, a buyer's market has been defined as when months of supply reaches 4-6 months—but old definitions don't fit the reality of today's market," said <a href="https://www.benzinga.com/real-estate/25/02/43845852/is-the-sunshine-worth-the-price-premium-todays-homebuyers-in-la-sf-and-sd-spend-almost-78-of-their-income-on-mortgage-payments">Redfin</a> Economics Research Lead<a href="https://www.redfin.com/news/author/chen-zhao/"> Chen Zhao</a>. "Many buyers don't feel like they are in a buyer's market, with home prices at near-record highs and mortgage rates elevated. But we are more than halfway through the decade, and this is the first time we can say that buyers have as much, if not more, power than sellers."
Trending: This Jeff Bezos-backed startup will allow you to <a href="https://arrivedhomes.go2cloud.org/aff_c?offer_id=15&amp;aff_id=1006&amp;aff_sub=yahoo&amp;aff_sub2=byerscta100">become a landlord in just 10 minutes, with minimum investments as low as $100</a>.
<h2 class="wp-block-heading">A Tale Of Two Markets</h2>
New home construction has occurred in the <a href="https://www.benzinga.com/real-estate/24/06/39127331/newly-arrived-californians-getting-blamed-for-worsening-this-sunbelt-citys-homeless-crisis">Sunbelt</a> much faster than anywhere else; according to <a href="https://constructioncoverage.com/research/cities-investing-most-in-new-housing">Construction Coverage</a>, the top ten states with the most homes include <a href="https://www.benzinga.com/real-estate/25/01/42872680/texas-hold-em-some-of-texass-top-housing-markets-have-stopped-growing-heres-why">Texas,</a> North Carolina, Florida, Tennessee, and Arizona, some of which appear multiple times. The abundance of new construction has turned the Sunbelt into a buyer's market. Florida is particularly favorable to new buyers because the construction boom there failed to account for increased house prices, the fear of natural disasters, and increased insurance costs, causing buyers to press pause.
"It's 100% a buyer's market right now," said<a href="https://www.redfin.com/real-estate-agents/bryan-carnaggio"> Bryan Carnaggio</a>, a Redfin agent in Jacksonville, Florida. "There's a ton of inventory. Everywhere you go, there's a house for sale. Most sellers here know the market is bad and it's not advantageous to sell right now, but either they're tired of waiting for things to improve, or they really have to sell because they are moving out of state. For buyers, this means there are more opportunities to negotiate on price and terms."&nbsp;
Conversely, Northeast sellers still have the upper hand in some markets. According to<a href="https://blog.altosresearch.com/the-two-big-housing-market-trends-to-watch-in-2025"> Altos Research</a>, the Northeast lacked markedly in inventory at the end of 2024 compared to the Sunbelt. However, inventory levels are expected to even out in 2025, which<a href="https://www.housingwire.com/articles/2025-could-be-the-last-year-of-inventory-shortage/"> HousingWire.com</a> predicts could be the last year of an inventory shortage.&nbsp;
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<li>CEO of Integris gathered a team of senior investment managers who have $34.22 billion in combined owned and managed assets in the West Coast —<a href="https://www.benzinga.com/money/integris"> here&#8217;s how to invest in their private credit fund that targets 12% annual interest rate.</a></li>
<li><a href="https://www.benzinga.com/go/arrived-private-credit-yf">Arrived Home's Private Credit Fund&#8217;s has historically paid an annualized dividend yield of 8.1%&#x2A;</a>, which provides access to a pool of short-term loans backed by residential real estate with just a $100 minimum.<a href="https://www.benzinga.com/go/arrived-private-credit-yf"> </a></li>
</ul>

Real Estate

RDFN

Sellers Are Getting Desperate, Flipping U.S. Real Estate Into A Buyers Market, Redfin says

Beacon's Board of Directors Continues to Reiterate Unanimous Recommendation That Beacon Shareholders NOT Tender Their Shares Into QXO's Offer
Beacon (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BECN#NASDAQ">BECN</a>) (the "Company") today issued the following statement regarding QXO, Inc.'s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/QXO#NYSE">QXO</a>) second extension of its unsolicited tender offer to acquire all outstanding shares of Beacon common stock for $124.25 per share in cash (the "Offer"):
For a second time, QXO has extended an Offer that represents an opportunistic attempt to take advantage of the current macro environment and acquire Beacon at a discount to its intrinsic value for the benefit of QXO but the detriment of Beacon's shareholders.
Beacon has repeatedly offered to engage with QXO to demonstrate the additional value for which QXO's initial offer does not fairly compensate our shareholders.
<ul>
<li>We have offered to do this on the standard terms regularly agreed to in such cases.</li>
<li>When QXO objected to those terms, we offered to engage on radically buyer-friendly terms, which included preserving QXO's ability to run a proxy contest at our 2025 Annual Meeting if confidential discussions could not close the valuation gap.</li>
<li>QXO repeatedly stated it was not interested in receiving any confidential information about the Company and its business.</li>
</ul>

Management

BECN

Beacon Issues Statement In Response To QXO's Second Extension Of Unsolicited Tender Offer; Beacon's Board Of Directors Continues To Reiterate Unanimous Recommendation That Beacon Shareholders Not Tender Their Shares Into QXO's Offer

Citigroup analyst Fatima Boolani maintains Okta (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/OKTA#NASDAQ">OKTA</a>) with a Neutral and raises the price target from $100 to $110.

OKTA

Citigroup Maintains Neutral on Okta, Raises Price Target to $110

FYBR

Verizon CFO Expects To See Around 27M-28M Homes Passed After Frontier Deal Closes

Piper Sandler analyst Jessica Tassan maintains Alignment Healthcare (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ALHC#NASDAQ">ALHC</a>) with a Overweight and raises the price target from $14 to $21.

ALHC

Piper Sandler Maintains Overweight on Alignment Healthcare, Raises Price Target to $21

Piper Sandler analyst David Westenberg maintains Tempus AI (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TEM#NASDAQ">TEM</a>) with a Neutral and lowers the price target from $70 to $55.

Piper Sandler Maintains Neutral on Tempus AI, Lowers Price Target to $55

Loop Capital analyst Rob Sanderson downgrades DoubleVerify Hldgs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DV#NYSE">DV</a>) from Buy to Hold and lowers the price target from $24 to $16.

Downgrades

Loop Capital Downgrades DoubleVerify Hldgs to Hold, Lowers Price Target to $16

Piper Sandler analyst David Westenberg maintains Natera (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NTRA#NASDAQ">NTRA</a>) with a Overweight and raises the price target from $200 to $205.

NTRA

Piper Sandler Maintains Overweight on Natera, Raises Price Target to $205

Piper Sandler analyst Dave Weiner maintains Myriad Genetics (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MYGN#NASDAQ">MYGN</a>) with a Neutral and lowers the price target from $14 to $11.5.

MYGN

Piper Sandler Maintains Neutral on Myriad Genetics, Lowers Price Target to $11.5

MSFT

Microsoft CFO Amy Hood Says AI Infrastructure Supply Will Be In "Good Balance" With Demand By End Of Current Fiscal Year

President Donald Trump's tariffs on Mexico, Canada and China went <a href="https://www.benzinga.com/news/global/25/02/44010093/trumps-plan-for-canada-mexico-china-tariffs-to-start-march-4-could-shake-stock-market">into effect Tuesday.</a>
A top tech analyst examines how tariffs might affect technology stocks.
The Analyst Takeaways: Wedbush analyst Daniel Ives said <a href="https://www.benzinga.com/news/global/25/02/43442219/why-beer-tequila-avocados-cars-iphone-prices-could-rise-trumps-tariffs-on-canada-mexico-china-to-hurt-several-sectors">tariffs could create</a> a "game of geopolitical poker," but he isn't panicking.
"There have been many times over the past few decades that geopolitical tensions and government actions have been a major overhang on stocks," Ives said.
The analyst cites wars, international conflicts, policy issues, debt crises, COVID-19, supply chain concerns, and currency battles as factors that have weighed on stocks previously.
"With Trump's Mexico and Canada tariffs now beginning and China tariffs on deck, investors around the world are entering a very nervous period especially for growth stocks."
Ives encourages investors to take a step back and remember that it was known that some form of tariffs by Trump were going to happen.
"It's all about how long it lasts and when negotiations start to get to deals on the table with China, Canada, Mexico and many other countries on reciprocal tariffs."
Ives expects Trump's speech to Congress on Tuesday to lay out more plans on his tariffs and the investments being made by tech companies in the U.S.
"The biggest risk to this market and AI Revolution trade in the near-term was that Trump takes an aggressive approach to China, chip export controls and broader global policy."
Ives said DeepSeek helped accelerate the China policies and the semiconductor sector will likely see increased export controls around China.
"There is one chip in the world fueling the AI Revolution and it's Nvidia."
The analyst said that in the current AI Arms Race, NVIDIA Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) GPUs are "the new gold or oil."
Ives said if the tariffs stay in place, "there will be major pain ahead for U.S. consumers."
"We caution this is all a game of high stakes poker to get other countries to the negotiating table and will very likely not last for an elongated period of time."
Read Also: <a href="https://www.benzinga.com/news/global/25/02/43795579/warren-buffett-unfazed-by-trumps-tariff-threats-oracle-of-omaha-bets-on-mexico-beer">Warren Buffett Unfazed By Trump&#8217;s Tariff Threats: Oracle Of Omaha Bets On Mexico, Beer</a>
The Tech Winners: The analyst said tariffs aren't likely to slow down the long-term tech trade with AI being the biggest tech storyline since the Industrial Revolution. Ives said tariffs could slow things down in the near-term.
Ives calls the following stocks as the winners of the AI Revolution in tech that will "remain the stocks to own."
<ul>
<li>Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>): $325 price target</li>
<li>Amazon.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>): $280 price target</li>
<li>Salesforce Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>): $425 price target</li>
<li>Alphabet Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>)(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>): $220 price target</li>
<li>Microsoft Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>): $550 price target</li>
<li>Nvidia: $175 price target</li>
<li>Palantir Technologies (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>): $120 price target</li>
<li>Tesla Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>): $550 price target</li>
</ul>
"Any weakness is a buying opportunity in our view given the fundamental demand picture."
Ives said this is not the time to "run to the hills" and is the time to own the AI winners listed above.
Price Action: The Invesco QQQ Trust (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>), which often serves as a barometer of the overall tech sector, is down 1% to $491.91 on Tuesday. The ETF is down 4.0% year-to-date in 2025 and up 10.3% over the last year.
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