Palantir Technologies Option Alert: Dec, 2026 $115 Calls Sweep (26) near the midpoint: 1073 vs 315 OI; Earnings 5/5 After Close [est] 

Palantir Technologies Option Alert: Dec, 2026 $115 Calls Sweep (26) near the midpoint: 1073 @ $20.801 vs 315 OI; Earnings 5/5 After Close [est] Ref=$80.59

Palantir Technologies Option Alert: Mar 14 $88 Calls at the Bid: 2700 vs 2212 OI; Earnings 5/5 After Close [est] 

Palantir Technologies Option Alert: Mar 14 $88 Calls at the Bid: 2700 @ $2.07 vs 2212 OI; Earnings 5/5 After Close [est] Ref=$82.2199

Palantir Technologies Option Alert: Dec, 2026 $32 Calls Sweep (7) near the Bid: 161 vs 6825 OI; Earnings 5/5 After Close [est] 

Palantir Technologies Option Alert: Dec, 2026 $32 Calls Sweep (7) near the Bid: 161 @ $57.301 vs 6825 OI; Earnings 5/5 After Close [est] Ref=$83.425

Palantir Technologies Option Alert: Dec, 2026 $32 Calls at the Bid: 100 vs 6825 OI; Earnings 5/5 After Close [est] 

Palantir Technologies Option Alert: Dec, 2026 $32 Calls at the Bid: 100 @ $57.35 vs 6825 OI; Earnings 5/5 After Close [est] Ref=$83.5

Palantir Technologies Option Alert: Dec, 2026 $32 Calls Sweep (6) near the Bid: 240 vs 6825 OI; Earnings 5/5 After Close [est] 

Palantir Technologies Option Alert: Dec, 2026 $32 Calls Sweep (6) near the Bid: 240 @ $57.35 vs 6825 OI; Earnings 5/5 After Close [est] Ref=$83.545

Palantir Technologies Option Alert: Dec, 2026 $27 Calls Sweep (3) near the Bid: 120 vs 6349 OI; Earnings 5/5 After Close [est] 

Palantir Technologies Option Alert: Dec, 2026 $27 Calls Sweep (3) near the Bid: 120 @ $60.984 vs 6349 OI; Earnings 5/5 After Close [est] Ref=$83.52

Palantir Technologies Option Alert: Dec, 2026 $27 Calls Sweep (14) near the midpoint: 840 vs 6349 OI; Earnings 5/5 After Close [est] 

Palantir Technologies Option Alert: Dec, 2026 $27 Calls Sweep (14) near the midpoint: 840 @ $60.993 vs 6349 OI; Earnings 5/5 After Close [est] Ref=$83.54

Palantir Technologies Option Alert: Dec, 2026 $27 Calls Sweep (15) near the Ask: 252 vs 6349 OI; Earnings 5/5 After Close [est] 

Palantir Technologies Option Alert: Dec, 2026 $27 Calls Sweep (15) near the Ask: 252 @ $60.754 vs 6349 OI; Earnings 5/5 After Close [est] Ref=$83.3515

Palantir Technologies Option Alert: Mar 14 $86 Calls Sweep (48) near the Bid: 2341 vs 1608 OI; Earnings 5/5 After Close [est] 

Palantir Technologies Option Alert: Mar 14 $86 Calls Sweep (48) near the Bid: 2341 @ $4.399 vs 1608 OI; Earnings 5/5 After Close [est] Ref=$85.124922

Palantir Technologies Option Alert: Apr 17 $75 Calls Sweep (6) near the midpoint: 300 vs 5402 OI

Palantir Technologies Option Alert: Apr 17 $75 Calls Sweep (6) near the midpoint: 300 @ $17.502 vs 5402 OI; Ref=$89.06

Palantir Technologies Option Alert: Jun 20 $80 Puts at the Bid: 500 vs 6808 OI

Palantir Technologies Option Alert: Jun 20 $80 Puts at the Bid: 500 @ $10.65 vs 6808 OI; Ref=$83.1701

Palantir Technologies Option Alert: Jan 16 $85 Puts Sweep (10) below Bid!: 255 vs 1906 OI

Palantir Technologies Option Alert: Jan 16 $85 Puts Sweep (10) below Bid!: 255 @ $20.019 vs 1906 OI; Ref=$82.63

Palantir Technologies Option Alert: Fri $70 Calls Sweep (18) near the Ask: 1000 vs 633 OI

Palantir Technologies Option Alert: Fri $70 Calls Sweep (18) near the Ask: 1000 @ $18.0 vs 633 OI; Ref=$87.72

Palantir Technologies Option Alert: Mar 21 $75 Puts Sweep (45) near the Ask: 1300 vs 7966 OI

Palantir Technologies Option Alert: Mar 21 $75 Puts Sweep (45) near the Ask: 1300 @ $4.099 vs 7966 OI; Ref=$79.1662

Palantir Technologies Option Alert: Dec, 2027 $120 Calls Sweep (3) near the Ask: 180 vs 0 OI

Palantir Technologies Option Alert: Dec, 2027 $120 Calls Sweep (3) near the Ask: 180 @ $30.601 vs 0 OI; Ref=$88.56

Palantir Technologies Bolsa (NASDAQ: PLTR)

Palantir Technologies (NASDAQ:PLTR) Bolsa

PALANTIR TECHNOLOGIES INC-A

Palantir Technologies

Palantir is an analytical software company that focuses on leveraging data to create efficiencies in its clients' organizations. The firm serves commercial and government clients via its Foundry and Gotham platforms, respectively. Palantir works only with entities in Western-allied nations and reserves the right not to work with anyone that is antithetical to Western values. The Denver-based company was founded in 2003 and went public in 2020.

Palantir Technologies Inc. PLTR

Equities

Market Summary

News

Markets

PLTR

Las acciones de Palantir suben en 2025 pese a ajustes defensivos. ¿Qué ven los analistas en su futuro bursátil? Descubre más aquí.

Acciones de Palantir (PLTR) mantienen impulso pese a presión por ventas internas y presupuesto

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Palantir Technologies Inc. - Class A Common Stock

Palantir Technologies Inc

The <a href="https://www.benzinga.com/topic/s-p-500">S&amp;P 500 had</a> a rough start to 2025, sinking 6.53% over the first quarter, but not every sector suffered the same fate. 
While energy stocks lit up the leaderboard with a scorching 9.31% gain, consumer discretionary and technology stocks took a beating, plunging 14.23% and 13.1%, respectively.
<h2 class="wp-block-heading">Energy's Power Play</h2>
Oil and gas stocks came out swinging, with Hess Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HES#NYSE">HES</a>) leading the charge, soaring 21.34% over the past three months. EQT Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EQT#NYSE">EQT</a>) followed closely, rising 19.61%, while Devon Energy Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DVN#NYSE">DVN</a>) and Coterra Energy (CTRA) also <a href="https://www.sectorspdrs.com/sectortracker">posted</a> double-digit gains. 
The biggest energy players, Chevron Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVX#NYSE">CVX</a>) and Exxon Mobil Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XOM#NYSE">XOM</a>), delivered solid performances as well, gaining 15.34% and 10.57%, respectively.
Read Also: <a href="https://www.benzinga.com/trading-ideas/long-ideas/25/03/44512999/chevron-hits-52-week-high-warren-buffetts-5th-largest-holding-is-on-fire-but-should-you-buy">Chevron Hits 52-Week High – Warren Buffett&#8217;s 5th Largest Holding Is on Fire, But Should You Buy?</a>
<h2 class="wp-block-heading">Consumer Discretionary's Divide</h2>
It was a brutal quarter for consumer discretionary, but not all stocks in the sector were drowning. Auto parts retailers proved surprisingly resilient, with O'Reilly Automotive Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ORLY#NASDAQ">ORLY</a>) accelerating 17.64% and AutoZone Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AZO#NYSE">AZO</a>) climbing 16.33%. Yum! Brands Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/YUM#NYSE">YUM</a>), the parent company of Taco Bell and KFC, also managed a 15.18% gain, proving that fast food remains a winning bet even in choppy markets.
<h2 class="wp-block-heading">Tech's Tough Quarter—But Some Shined</h2>
Tech stocks had a miserable run, but a few managed to buck the trend. VeriSign Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VRSN#NASDAQ">VRSN</a>) surged 23.03%, leading the charge, while Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) and Roper Technologies Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ROP#NASDAQ">ROP</a>) gained 11.87% and 11.21%, respectively. IBM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>) also posted a solid 9.53% gain, and Palantir Technologies Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>) continued its momentum, adding 8.56%.
<h2 class="wp-block-heading">What's Next?</h2>
With the second quarter underway, investors will be watching if Energy can keep its momentum or if beaten-down sectors like Tech and Consumer Discretionary stage a comeback. 
For now, it&#8217;s clear: Energy stocks ruled the first quarter, while Tech and Discretionary stocks got left in the dust.
Read Next: 
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</ul>
Image: Shutterstock

Long Ideas

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Chevron, Exxon, Hess Lead As Tech Giants Stumble In Q1 2025

Shares of Palantir Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>) tumbled over 7% in premarket trade on Monday after the Pentagon canceled a $280 million over-budget HR project involving Oracle Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) and Leidos Holdings Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LDOS#NYSE">LDOS</a>) on Friday.
What Happened: The U.S. Department of Defense&#8217;s cancellation of Oracle&#8217;s HR software, driven by delays and cost overruns, has triggered investor anxiety about broader government tech spending cutbacks.
This concern negatively impacted Palantir&#8217;s stock, as the company relies heavily on government contracts, including those with the DoD, which recently announced an additional $580 million in budget reductions.
Apart from this, Goldman Sachs analyst Gabriela Borges maintained a neutral rating on Palantir with a price target of $80, highlighting its strong Ontology and AI platform. However, she noted concerns about potential future competition from companies developing in-house AI and Palantir&#8217;s high valuation.
See Also: <a href="https://www.benzinga.com/general/market-summary/25/03/44555936/scott-bessent-has-worst-job-in-the-world-today-says-black-swan-author-nassim-taleb-as-treasury-secretary-knows-the-implications-of-steep-tariffs" target="_blank" rel="noreferrer noopener">Scott Bessent Has ‘Worst Job In The World Today,' Says Black Swan Author Nassim Taleb, As Treasury Secretary Knows The Implications Of Steep Tariffs</a>
Why It Matters: Palantir provides data analytics tools to government customers for intelligence gathering, counterterrorism, and military purposes. The stock was down 7.04% to $79.81&nbsp;apiece in premarket trading. 
Palantir&#8217;s stock plummeted in early February due to proposed defense budget cuts by 8% annually for five years and CEO Alex Karp&#8216;s planned sale of up to 9.98 million shares.
PLTR's market capitalization stood at $170.18 billion as of Dec. 31, 2024, and it currently stands at $201.26 billion. This represents a growth of $31.08 billion or 18.26% on a year-to-date basis.
The stock recently <a href="https://www.benzinga.com/markets/equities/25/03/44451697/palantir-ceo-alex-karps-technological-republic-vision-faces-harvard-economists-critique-contemptuous-of-markets">joined the S&amp;P 100</a> on March 24, during the S&amp;P during its quarterly rebalancing. 
Price Action: Its stock price has risen by 14.18% in 2025, whereas it has gained 275.55% over the year. However, it is still 31.54% down from its 52-week high of $125.41 apiece.
Benzinga's Edge Rankings show a strong price momentum in the medium and long term, but it is weak in the short term. Its momentum ranking was sturdy at the 98.96th percentile. Whereas, the growth ranking, which combines historical expansion in earnings and revenue across multiple periods, was also solid at the 87.14th percentile. Check out its valuation scores and <a href="https://www.benzinga.com/report/PLTR">other fundamentals here</a>.
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/report/PLTR"><img loading="lazy" decoding="async" width="804" height="129" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/31080415/PLTR-edge-new.png" alt="" class="wp-image-849068" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/31080415/PLTR-edge-new.png 804w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/31080415/PLTR-edge-new-300x48.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/31080415/PLTR-edge-new-768x123.png 768w" sizes="(max-width: 804px) 100vw, 804px" /></a></figure>
Its consensus price target was $69.57, with a ‘sell' rating, based on the <a href="https://www.benzinga.com/quote/PLTR/analyst-ratings">25 analysts tracked by Benzinga</a>. The price targets ranged from a low of $7.5 to a high of $125. The latest ratings from Loop Capital and Wedbush averaged $128.67, implying a 60.97% upside.
<figure class="wp-block-image size-large"><a href="https://www.benzinga.com/quote/PLTR/analyst-ratings"><img loading="lazy" decoding="async" width="1024" height="384" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/31080446/PLTR-ANR-latest-1024x384.png" alt="" class="wp-image-849069" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/31080446/PLTR-ANR-latest-1024x384.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/31080446/PLTR-ANR-latest-300x112.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/31080446/PLTR-ANR-latest-768x288.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/31080446/PLTR-ANR-latest.png 1075w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
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Image via Shutterstock

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Surf Air Mobility Issued And Sold To Palantir Technologies An Aggregate Of 244,011 Shares Of The Company's Common Stock For In-Kind Services Worth ~$0.9M

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders will search for circumstances when the market estimation of an option diverges heavily from its normal worth. High amounts of trading activity could push option prices to exaggerated or underestimated levels. 
Below are some instances of options activity happening in the Information Technology sector: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>AAPL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>04/04/25</td>
<td>$222.50</td>
<td>$47.5K</td>
<td>10.1K</td>
<td>12.2K</td>
</tr>
<tr>
<td>MSTR</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>04/04/25</td>
<td>$250.00</td>
<td>$33.0K</td>
<td>3.5K</td>
<td>8.6K</td>
</tr>
<tr>
<td>CORZ</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$10.00</td>
<td>$562.1K</td>
<td>14.0K</td>
<td>5.0K</td>
</tr>
<tr>
<td>INTC</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>04/17/25</td>
<td>$22.50</td>
<td>$69.7K</td>
<td>5.3K</td>
<td>3.1K</td>
</tr>
<tr>
<td>NVDA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>04/11/25</td>
<td>$113.00</td>
<td>$54.8K</td>
<td>3.4K</td>
<td>3.1K</td>
</tr>
<tr>
<td>PLTR</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>04/11/25</td>
<td>$88.00</td>
<td>$31.5K</td>
<td>1.1K</td>
<td>2.4K</td>
</tr>
<tr>
<td>MARA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$20.00</td>
<td>$43.0K</td>
<td>19.5K</td>
<td>1.9K</td>
</tr>
<tr>
<td>NN</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/15/27</td>
<td>$15.00</td>
<td>$90.0K</td>
<td>5.1K</td>
<td>1.4K</td>
</tr>
<tr>
<td>TSM</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>04/17/25</td>
<td>$160.00</td>
<td>$33.8K</td>
<td>8.7K</td>
<td>1.2K</td>
</tr>
<tr>
<td>SMCI</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>04/04/25</td>
<td>$33.50</td>
<td>$68.7K</td>
<td>37</td>
<td>727</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• For AAPL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), we notice a call option sweep that happens to be bullish, expiring in 7 day(s) on April 4, 2025. This event was a transfer of 250 contract(s) at a $222.50 strike. This particular call needed to be split into 4 different trades to become filled. The total cost received by the writing party (or parties) was $47.5K, with a price of $190.0 per contract. There were 10184 open contracts at this strike prior to today, and today 12246 contract(s) were bought and sold. 
• Regarding MSTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>), we observe a put option sweep with bearish sentiment. It expires in 7 day(s) on April 4, 2025. Parties traded 100 contract(s) at a $250.00 strike. This particular put needed to be split into 29 different trades to become filled. The total cost received by the writing party (or parties) was $33.0K, with a price of $330.0 per contract. There were 3556 open contracts at this strike prior to today, and today 8601 contract(s) were bought and sold. 
• For CORZ (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CORZ#NASDAQ">CORZ</a>), we notice a put option sweep that happens to be bearish, expiring in 175 day(s) on September 19, 2025. This event was a transfer of 1519 contract(s) at a $10.00 strike. This particular put needed to be split into 32 different trades to become filled. The total cost received by the writing party (or parties) was $562.1K, with a price of $370.0 per contract. There were 14074 open contracts at this strike prior to today, and today 5002 contract(s) were bought and sold. 
• For INTC (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), we notice a put option sweep that happens to be bullish, expiring in 20 day(s) on April 17, 2025. This event was a transfer of 684 contract(s) at a $22.50 strike. This particular put needed to be split into 15 different trades to become filled. The total cost received by the writing party (or parties) was $69.7K, with a price of $102.0 per contract. There were 5342 open contracts at this strike prior to today, and today 3194 contract(s) were bought and sold. 
• For NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we notice a call option sweep that happens to be bearish, expiring in 14 day(s) on April 11, 2025. This event was a transfer of 200 contract(s) at a $113.00 strike. This particular call needed to be split into 13 different trades to become filled. The total cost received by the writing party (or parties) was $54.8K, with a price of $274.0 per contract. There were 3490 open contracts at this strike prior to today, and today 3155 contract(s) were bought and sold. 
• Regarding PLTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>), we observe a put option sweep with bullish sentiment. It expires in 14 day(s) on April 11, 2025. Parties traded 50 contract(s) at a $88.00 strike. This particular put needed to be split into 5 different trades to become filled. The total cost received by the writing party (or parties) was $31.5K, with a price of $630.0 per contract. There were 1166 open contracts at this strike prior to today, and today 2475 contract(s) were bought and sold. 
• For MARA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MARA#NASDAQ">MARA</a>), we notice a call option sweep that happens to be bullish, expiring in 294 day(s) on January 16, 2026. This event was a transfer of 200 contract(s) at a $20.00 strike. This particular call needed to be split into 5 different trades to become filled. The total cost received by the writing party (or parties) was $43.0K, with a price of $215.0 per contract. There were 19506 open contracts at this strike prior to today, and today 1998 contract(s) were bought and sold. 
• For NN (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NN#NASDAQ">NN</a>), we notice a call option sweep that happens to be bearish, expiring in 658 day(s) on January 15, 2027. This event was a transfer of 150 contract(s) at a $15.00 strike. This particular call needed to be split into 30 different trades to become filled. The total cost received by the writing party (or parties) was $90.0K, with a price of $600.0 per contract. There were 5125 open contracts at this strike prior to today, and today 1471 contract(s) were bought and sold. 
• For TSM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), we notice a put option sweep that happens to be bullish, expiring in 20 day(s) on April 17, 2025. This event was a transfer of 65 contract(s) at a $160.00 strike. This particular put needed to be split into 7 different trades to become filled. The total cost received by the writing party (or parties) was $33.8K, with a price of $520.0 per contract. There were 8797 open contracts at this strike prior to today, and today 1256 contract(s) were bought and sold. 
• Regarding SMCI (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>), we observe a call option sweep with bearish sentiment. It expires in 7 day(s) on April 4, 2025. Parties traded 290 contract(s) at a $33.50 strike. This particular call needed to be split into 4 different trades to become filled. The total cost received by the writing party (or parties) was $68.7K, with a price of $237.0 per contract. There were 37 open contracts at this strike prior to today, and today 727 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more news on unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

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MRVL

Infrared Cameras Holdings, Inc. - Common Stock

MSAI

MSFT

NTNX

OKTA

OLED

OUST

PCOR

Penguin Solutions, Inc. - Ordinary Shares

PENG

PRSO

QCOM

QMCO

RDZN

SAIL

SEDG

SHOP

SMTK

SNCR

SNPS

iShares PHLX SOX Semiconductor Sector Index Fund

SOXX

STAI

TDTH

TTAN

UBXG

XTKG

ZETA

Shares of companies in the broader technology sector are trading lower following greater-than-expected inflation data measured through the PCE price index for February, while personal spending missed estimates. Additionally, recent tariff announcements may be weighing on equities.

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>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/28/25</td>
<td>$112.00</td>
<td>$39.0K</td>
<td>20.0K</td>
<td>89.6K</td>
</tr>
<tr>
<td>MSTR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/28/25</td>
<td>$325.00</td>
<td>$91.4K</td>
<td>6.6K</td>
<td>9.8K</td>
</tr>
<tr>
<td>AVGO</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>04/04/25</td>
<td>$170.00</td>
<td>$29.2K</td>
<td>3.5K</td>
<td>8.3K</td>
</tr>
<tr>
<td>INTC</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>04/11/25</td>
<td>$23.50</td>
<td>$47.5K</td>
<td>2.3K</td>
<td>3.6K</td>
</tr>
<tr>
<td>SMCI</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>04/17/25</td>
<td>$36.00</td>
<td>$135.0K</td>
<td>3.0K</td>
<td>2.0K</td>
</tr>
<tr>
<td>MRVL</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$60.00</td>
<td>$31.5K</td>
<td>8.4K</td>
<td>1.6K</td>
</tr>
<tr>
<td>IREN</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$9.00</td>
<td>$91.6K</td>
<td>1.8K</td>
<td>1.5K</td>
</tr>
<tr>
<td>AAPL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>05/16/25</td>
<td>$240.00</td>
<td>$113.7K</td>
<td>9.9K</td>
<td>960</td>
</tr>
<tr>
<td>PLTR</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/16/25</td>
<td>$90.00</td>
<td>$30.2K</td>
<td>7.4K</td>
<td>662</td>
</tr>
<tr>
<td>TSM</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>04/17/25</td>
<td>$155.00</td>
<td>$26.0K</td>
<td>3.5K</td>
<td>493</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These itemized elaborations have been created using the accompanying table. 
• For NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we notice a put option sweep that happens to be bullish, expiring in 1 day(s) on March 28, 2025. This event was a transfer of 273 contract(s) at a $112.00 strike. This particular put needed to be split into 21 different trades to become filled. The total cost received by the writing party (or parties) was $39.0K, with a price of $144.0 per contract. There were 20001 open contracts at this strike prior to today, and today 89614 contract(s) were bought and sold. 
• For MSTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>), we notice a call option sweep that happens to be bullish, expiring in 1 day(s) on March 28, 2025. This event was a transfer of 200 contract(s) at a $325.00 strike. This particular call needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $91.4K, with a price of $451.0 per contract. There were 6624 open contracts at this strike prior to today, and today 9877 contract(s) were bought and sold. 
• Regarding AVGO (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), we observe a put option sweep with bearish sentiment. It expires in 8 day(s) on April 4, 2025. Parties traded 75 contract(s) at a $170.00 strike. This particular put needed to be split into 5 different trades to become filled. The total cost received by the writing party (or parties) was $29.2K, with a price of $390.0 per contract. There were 3595 open contracts at this strike prior to today, and today 8360 contract(s) were bought and sold. 
• For INTC (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), we notice a call option sweep that happens to be bullish, expiring in 15 day(s) on April 11, 2025. This event was a transfer of 500 contract(s) at a $23.50 strike. This particular call needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $47.5K, with a price of $95.0 per contract. There were 2317 open contracts at this strike prior to today, and today 3671 contract(s) were bought and sold. 
• Regarding SMCI (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>), we observe a call option trade with bearish sentiment. It expires in 21 day(s) on April 17, 2025. Parties traded 500 contract(s) at a $36.00 strike. The total cost received by the writing party (or parties) was $135.0K, with a price of $270.0 per contract. There were 3045 open contracts at this strike prior to today, and today 2034 contract(s) were bought and sold. 
• For MRVL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>), we notice a put option sweep that happens to be bearish, expiring in 85 day(s) on June 20, 2025. This event was a transfer of 65 contract(s) at a $60.00 strike. This particular put needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $31.5K, with a price of $485.0 per contract. There were 8482 open contracts at this strike prior to today, and today 1626 contract(s) were bought and sold. 
• Regarding IREN (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/IREN#NASDAQ">IREN</a>), we observe a call option sweep with bearish sentiment. It expires in 141 day(s) on August 15, 2025. Parties traded 1500 contract(s) at a $9.00 strike. This particular call needed to be split into 14 different trades to become filled. The total cost received by the writing party (or parties) was $91.6K, with a price of $61.0 per contract. There were 1899 open contracts at this strike prior to today, and today 1550 contract(s) were bought and sold. 
• For AAPL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), we notice a call option sweep that happens to be bearish, expiring in 50 day(s) on May 16, 2025. This event was a transfer of 391 contract(s) at a $240.00 strike. This particular call needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $113.7K, with a price of $291.0 per contract. There were 9921 open contracts at this strike prior to today, and today 960 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 bullish, expiring in 50 day(s) on May 16, 2025. This event was a transfer of 33 contract(s) at a $90.00 strike. This particular put needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $30.2K, with a price of $918.0 per contract. There were 7409 open contracts at this strike prior to today, and today 662 contract(s) were bought and sold. 
• For TSM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), we notice a put option trade that happens to be bullish, expiring in 21 day(s) on April 17, 2025. This event was a transfer of 100 contract(s) at a $155.00 strike. The total cost received by the writing party (or parties) was $26.0K, with a price of $260.0 per contract. There were 3548 open contracts at this strike prior to today, and today 493 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more news on unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

AVGO

IREN

10 Information Technology Stocks Whale Activity In Today's Session

Palantir Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>) is redefining corporate IT infrastructure through a radical approach that has dramatically reduced its IT team while maintaining operational efficiency, according to Chief Information Officer Jim Siders.
What Happened: In a recent interview on Metis Strategy&#8217;s Technovation podcast, Siders shared how Palantir has streamlined its IT organization from over 200 employees to fewer than 80 full-time staff. 
This transformation stems from a strategic reimagining of IT&#8217;s role, driven by the company&#8217;s AI-powered Foundry platform and a cultural commitment to challenging institutional structures.
Drawing inspiration from a Wall Street Journal article by an MIT professor advocating to &#8220;abolish the IT organization,&#8221; Siders embraced a federated model that integrates IT capabilities directly into business units. This approach breaks traditional IT barriers, enabling more agile and responsive technological support.
The reduction in IT staff coincides with Palantir&#8217;s rapid commercial growth, <a href="https://in.benzinga.com/markets/equities/25/02/43454250/palantir-is-making-america-more-lethal-as-alex-karp-led-company-secures-1-8-billion-in-ai-contracts-us-commercial-customer-base-surges-73">approaching $4 billion in annual revenue</a>. By leveraging AI and restructuring organizational workflows, the company has maintained technological innovation while significantly reducing operational overhead.
<figure class="wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio"> 
<div class="wp-block-embed__wrapper">
<iframe loading="lazy" title="Palantir CIO Jim Siders on Leading a Hyper-Efficient IT Organization &#x7C; Technovation 960" width="500" height="281" src="https://www.youtube.com/embed/yZZAEcTftaA?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
</div>
</figure>
See Also: <a href="https://www.benzinga.com/general/market-summary/25/03/44508744/donald-trump-reacts-to-selloff-following-auto-tariffs-that-can-take-care-of-itself-in-one-day-two-days-or-one-week">Trump Reacts To Selloff Following Auto Tariffs: &#8216;That Can Take Care Of Itself In One Day, Two Days, Or One Week&#8217;</a>
Why It Matters: Siders emphasized a key cultural value at Palantir: the instinct to &#8220;decalcify&#8221; institutional structures that have become rigid or inefficient. This philosophy has guided their approach to reimagining IT as a more flexible, integrated function within the organization.
As Palantir continues to expand its AI-driven solutions across government and commercial sectors, Siders&#8217; innovative IT strategy represents a potentially transformative model for technology-driven enterprises seeking to optimize their organizational structures.
Palantir&#8217;s <a href="https://www.benzinga.com/quote/PLTR/analyst-ratings">consensus price target</a> is $69.57, with a high of $125 and a low of $7.50. Recent ratings average $128.67, implying a 41.94% upside.
<figure class="wp-block-image aligncenter size-full is-resized"><img decoding="async" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/27044828/Screenshot-2025-03-27-at-2.17.29%E2%80%AFPM.png" alt="" class="wp-image-844280" style="width:625px;height:auto" /></figure>
Benzinga's Edge Rankings show strong price trends, with momentum at 99.18% and growth at 87.07%. For deeper insights, <a href="https://www.benzinga.com/screener/top-momentum-stocks" target="_blank" rel="noreferrer noopener">sign up for Benzinga Edge</a>.
Read Next:
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<li><a href="https://www.benzinga.com/media/25/03/44507360/alibaba-chairman-questions-future-of-humanoid-robots-after-nvidia-ceo-jensen-huang-predicts-factory-adoption-within-5-years-dont-need-machines-to-replace-humans" target="_blank" rel="noreferrer noopener">Alibaba Chairman Questions Future Of Humanoid Robots After Nvidia CEO Jensen Huang Predicts Factory Adoption Within 5 Years: ‘Don&#8217;t Need Machines To Replace Humans&#8217;</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.

Palantir CIO On Cutting IT Team By 60%: 'Abolish The IT Organization' To Drive Agility And Innovation

On CNBC's &#8220;Mad Money Lightning Round,&#8221; Jim Cramer recommended buying Shopify Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SHOP#NYSE">SHOP</a>).
As per recent news, Splitit announced the launch of its new, fully embedded Shopify App, Splitit Card Installments, on Tuesday<a href="https://www.benzinga.com/quote/SHOP">.</a>
Cramer said Plains All American Pipeline, L.P. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PAA#NASDAQ">PAA</a>) is a &#8220;terrific&#8221; stock.
Morgan Stanley analyst Robert Kad raised the price target on the stock from $19 to $23 on Tuesday, supporting his view.
Cramer recommended selling SoundHound AI, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOUN#NASDAQ">SOUN</a>). &#8220;I regard SoundHound as a complete meme stock,&#8221; he added.
On Tuesday, SoundHound AI named Shawnna DelHierro as Senior Vice President and Chief Information Officer.
The Mad Money host recommended avoiding FMC Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FMC#NYSE">FMC</a>).
On the earnings front, FMC Corporation is scheduled to release its first quarter 2025 earnings on Wednesday, April 30, 2025, after the closing bell.
When asked about Core Natural Resources, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNR#NYSE">CNR</a>), &#8220;There's just not much to these stocks. I wish they could find a bottom, but they can't.&#8221;
According to the recent earnings report, Core Natural Resources reported quarterly earnings of $1.04 per share on Feb. 20, which missed the analyst consensus estimate of $3.09 per share. The company reported quarterly sales of $595.291 million, which beat the analyst consensus estimate of $553.850 million.
Palantir Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>) is a &#8220;winner,&#8221; Cramer said.
On Tuesday, Everfox disclosed a strategic partnership with Palantir to enhance joint command and control capabilities.
Cramer said, &#8220;You can own Rocket (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RKT#NYSE">RKT</a>).&#8221;
On March 10, Rocket Companies agreed to acquire Redfin Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RDFN#NASDAQ">RDFN</a>), a digital real estate platform, in an all-stock transaction valued at $12.50 per share, or approximately $1.75 billion in equity.
Price Action:
<ul>
<li>Shopify shares gained 0.5% to settle at $109.82 on Tuesday.</li>
<li>Plains All American Pipeline shares gained 0.1% to close at $20.18 during the session.</li>
<li>SoundHound shares fell 1.1% to settle at $10.20.</li>
<li>FMC shares fell 1.3% to close at $41.20.</li>
<li>Rocket Companies&#8217; shares fell 2.8% to close at $13.38  on Tuesday.</li>
<li>Core Natural Resources shares rose 2% to settle at $76.25 on Tuesday.</li>
<li>Palantir shares fell 0.3% to close at $96.50.</li>
</ul>
Read Next: 
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<li><a href="https://www.benzinga.com/25/03/44471817/top-2-health-care-stocks-that-are-ticking-portfolio-bombs-3">Top 2 Health Care Stocks That Are Ticking Portfolio Bombs</a></li>
</ul>
Photo: Shutterstock

Media

Trading Ideas

RDFN

SOUN

Jim Cramer: Palantir Is A 'Winner,' Recommends Selling This Tech Stock

Palantir Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>) shares are trading nearly flat in the <a target="_blank" href="https://www.benzinga.com/movers" rel="noreferrer noopener">premarket session on Wednesday.</a>
Everfox, a cross-domain technology solutions provider, has entered into a strategic partnership with Palantir to support <a target="_blank" href="https://www.benzinga.com/pressreleases/25/03/b44481175/everfox-announces-strategic-partnership-with-palantir-to-enhance-joint-command-and-control-capabil" rel="noreferrer noopener">customers in classified network environments.</a>
Together, Palantir and Everfox are advancing national security through innovation, equipping warfighters with tools to maintain strategic advantages on the battlefield.
This collaboration will combine Palantir&#8217;s data analytics and artificial intelligence solutions with Everfox&#8217;s cross-domain solutions to create powerful, real-time intelligence processing systems for defense applications.
The partnership focuses on enhancing joint and integrated command and control systems, critical to modern warfare.
Also Read:<a target="_blank" href="https://www.benzinga.com/markets/equities/25/03/44488310/boeing-faces-the-deadliest-corporate-crime-trial-as-judge-sets-june-date-in-737-max-fraud-case" rel="noreferrer noopener"> Boeing Faces &#8216;The Deadliest Corporate Crime&#8217; Trial As Judge Sets June Date In 737 MAX Fraud Case</a>
By applying Everfox&#8217;s solutions to Palantir&#8217;s AI capabilities, the two companies aim to enable warfighters to rapidly process, analyze, and act on intelligence streamed from various sensors, platforms, and networks.
This unified data environment is designed to support complex operational and network needs in tactical and classified environments.
Everfox will also integrate Palantir&#8217;s Mission Manager, which provides a secure and automated infrastructure for managing commercial, open-source, and government software across complex networks.
This collaboration will deliver enhanced software agility, continuous integration, and continuous delivery capabilities to customers operating in high-security environments.
Sean Berg, CEO of Everfox, emphasized the importance of joint command and control in maintaining the U.S. military&#8217;s edge in modern warfare. Akash Jain, President of Palantir USG, echoed these sentiments, highlighting the transformative operational efficiency their partnership will bring to defense operations.
According to&nbsp;<a target="_blank" href="https://pro.benzinga.com/?gspk=YWRhbWVja2VydDUzMzY&amp;gsxid=zBMR4PKmcgBw" rel="noreferrer noopener">Benzinga Pro</a>, PLTR stock has gained over 287% in the past year. Investors can gain exposure to the stock via Roundhill ETF Trust Roundhill PLTR WeeklyPay ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/PLTW#BATS">PLTW</a>).
Price Action: PLTR shares are trading lower by 0.13% to $96.37 at last check Wednesday.
Read Next:
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<li><a href="https://www.benzinga.com/25/03/44490350/bridger-aerospace-expands-with-exclusive-north-american-deal-for-new-firefighting-aircraft" target="_blank" rel="noreferrer noopener">Bridger Aerospace Expands With Exclusive North American Deal For New Firefighting Aircraft</a></li>
</ul>
Image via Shutterstock.

Movers

Roundhill ETF Trust Roundhill PLTR WeeklyPay ETF

PLTW

Everfox Partners With Palantir To Supercharge Military Tech: Details

Collaboration provides enhanced cross-domain solutions for connectivity and secure data sharing.
 &nbsp;

Everfox Inks Strategic Partnership With Palantir To Enhance Joint Command And Control Capabilities

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders often look for circumstances when the market estimation of an option diverges away from its normal worth. Abnormal amounts of trading activity could push option prices to hyperbolic or underperforming levels. 
Here's the list of options activity happening in today's session: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>NVDA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>03/28/25</td>
<td>$120.00</td>
<td>$37.3K</td>
<td>82.7K</td>
<td>83.4K</td>
</tr>
<tr>
<td>PLTR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>03/28/25</td>
<td>$97.00</td>
<td>$36.6K</td>
<td>4.2K</td>
<td>16.5K</td>
</tr>
<tr>
<td>XRX</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/15/27</td>
<td>$5.00</td>
<td>$2.5 million</td>
<td>14.8K</td>
<td>15.0K</td>
</tr>
<tr>
<td>IBM</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$245.00</td>
<td>$51.4K</td>
<td>45</td>
<td>5.6K</td>
</tr>
<tr>
<td>ORCL</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>03/28/25</td>
<td>$150.00</td>
<td>$46.8K</td>
<td>7.6K</td>
<td>2.6K</td>
</tr>
<tr>
<td>DELL</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>03/28/25</td>
<td>$97.00</td>
<td>$129.3K</td>
<td>287</td>
<td>2.0K</td>
</tr>
<tr>
<td>QBTS</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>04/25/25</td>
<td>$8.50</td>
<td>$57.3K</td>
<td>535</td>
<td>1.8K</td>
</tr>
<tr>
<td>APP</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>03/28/25</td>
<td>$350.00</td>
<td>$150.7K</td>
<td>3.5K</td>
<td>1.5K</td>
</tr>
<tr>
<td>U</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$30.00</td>
<td>$48.5K</td>
<td>1.1K</td>
<td>1.4K</td>
</tr>
<tr>
<td>ZM</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>03/20/26</td>
<td>$80.00</td>
<td>$1.1 million</td>
<td>205</td>
<td>1.2K</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• Regarding NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we observe a call option sweep with bearish sentiment. It expires in 3 day(s) on March 28, 2025. Parties traded 171 contract(s) at a $120.00 strike. This particular call needed to be split into 6 different trades to become filled. The total cost received by the writing party (or parties) was $37.3K, with a price of $217.0 per contract. There were 82778 open contracts at this strike prior to today, and today 83484 contract(s) were bought and sold. 
• For PLTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>), we notice a call option sweep that happens to be bearish, expiring in 3 day(s) on March 28, 2025. This event was a transfer of 205 contract(s) at a $97.00 strike. This particular call needed to be split into 20 different trades to become filled. The total cost received by the writing party (or parties) was $36.6K, with a price of $179.0 per contract. There were 4212 open contracts at this strike prior to today, and today 16566 contract(s) were bought and sold. 
• For XRX (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/XRX#NASDAQ">XRX</a>), we notice a put option trade that happens to be bearish, expiring in 661 day(s) on January 15, 2027. This event was a transfer of 15000 contract(s) at a $5.00 strike. The total cost received by the writing party (or parties) was $2.5 million, with a price of $170.0 per contract. There were 14865 open contracts at this strike prior to today, and today 15000 contract(s) were bought and sold. 
• Regarding IBM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>), we observe a put option sweep with bearish sentiment. It expires in 87 day(s) on June 20, 2025. Parties traded 42 contract(s) at a $245.00 strike. This particular put needed to be split into 6 different trades to become filled. The total cost received by the writing party (or parties) was $51.4K, with a price of $1225.0 per contract. There were 45 open contracts at this strike prior to today, and today 5606 contract(s) were bought and sold. 
• For ORCL (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>), we notice a put option sweep that happens to be bearish, expiring in 3 day(s) on March 28, 2025. This event was a transfer of 720 contract(s) at a $150.00 strike. This particular put needed to be split into 37 different trades to become filled. The total cost received by the writing party (or parties) was $46.8K, with a price of $65.0 per contract. There were 7631 open contracts at this strike prior to today, and today 2675 contract(s) were bought and sold. 
• Regarding DELL (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>), we observe a put option sweep with bearish sentiment. It expires in 3 day(s) on March 28, 2025. Parties traded 1540 contract(s) at a $97.00 strike. This particular put needed to be split into 27 different trades to become filled. The total cost received by the writing party (or parties) was $129.3K, with a price of $84.0 per contract. There were 287 open contracts at this strike prior to today, and today 2054 contract(s) were bought and sold. 
• Regarding QBTS (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/QBTS#NYSE">QBTS</a>), we observe a put option sweep with bearish sentiment. It expires in 31 day(s) on April 25, 2025. Parties traded 500 contract(s) at a $8.50 strike. This particular put needed to be split into 5 different trades to become filled. The total cost received by the writing party (or parties) was $57.3K, with a price of $115.0 per contract. There were 535 open contracts at this strike prior to today, and today 1812 contract(s) were bought and sold. 
• Regarding APP (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APP#NASDAQ">APP</a>), we observe a call option sweep with bearish sentiment. It expires in 3 day(s) on March 28, 2025. Parties traded 201 contract(s) at a $350.00 strike. This particular call needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $150.7K, with a price of $750.0 per contract. There were 3585 open contracts at this strike prior to today, and today 1501 contract(s) were bought and sold. 
• Regarding U (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/U#NYSE">U</a>), we observe a call option sweep with bullish sentiment. It expires in 143 day(s) on August 15, 2025. Parties traded 315 contract(s) at a $30.00 strike. This particular call needed to be split into 223 different trades to become filled. The total cost received by the writing party (or parties) was $48.5K, with a price of $154.0 per contract. There were 1197 open contracts at this strike prior to today, and today 1455 contract(s) were bought and sold. 
• Regarding ZM (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ZM#NASDAQ">ZM</a>), we observe a put option trade with bullish sentiment. It expires in 360 day(s) on March 20, 2026. Parties traded 1200 contract(s) at a $80.00 strike. The total cost received by the writing party (or parties) was $1.1 million, with a price of $988.0 per contract. There were 205 open contracts at this strike prior to today, and today 1200 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more news on unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

QBTS

Despite market fluctuations, the shares of Palantir Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>) have risen on a year-to-date basis and the company has added about 29.45% in investor wealth in 2025. This analyst remains positive and says that he won&#8217;t be a &#8220;seller&#8221; at these levels.
What Happened: According to Kenny Polcari, the chief market strategist at Slatestone Wealth, PLTR has come back to fill the gap after the explosion it saw at the start of February.
Palantir provides data analytics tools to government customers for intelligence gathering, counterterrorism, and military purposes.
The stock price declined sharply in early February due to two key factors: President Donald Trump&#8216;s directive, implemented by Defense Secretary Pete&nbsp;Hegseth, to reduce the defense budget by 8% annually for five years; and CEO Alex Karp&#8216;s announcement of a plan to <a href="https://www.benzinga.com/markets/equities/25/02/43837935/palantir-plunges-as-alex-karp-plans-123-billion-stock-sale-jim-cramer-urges-palanteers-to-support-the-stock-right-now-as-pentagon-eyes-defense-cuts">sell up to 9.98 million</a> shares by September.
&#8220;You always want to see a stock fill the gap that it created, whether it&#8217;s on the downside or the upside, you want to see it come back and fill it and test, which is exactly what it did,&#8221; said Polcari.
Furthermore, he said, &#8220;PLTR&#8217;s going to be a name that's going to play a significant role in the global economy and in AI for a long time,&#8221; adding that &#8220;I wouldn&#8217;t be a seller of this name&#8221;.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">" <a href="https://twitter.com/search?q=%24PLTR&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$PLTR</a>&#39;s going to be a name that's going to play a significant role in the global economy and in AI for a long time," Slatestone Wealth chief market strategist <a href="https://twitter.com/KennyPolcari?ref_src=twsrc%5Etfw">@KennyPolcari</a> says. <a href="https://t.co/fwfOWE3n5o">pic.twitter.com/fwfOWE3n5o</a>
&mdash; Yahoo Finance (@YahooFinance) <a href="https://twitter.com/YahooFinance/status/1904258957507453041?ref_src=twsrc%5Etfw">March 24, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
See Also: <a href="https://www.benzinga.com/25/03/44431190/billionaire-mark-cuban-questions-motives-behind-national-turnaround-efforts-asks-who-will-be-worse-off-in-the-us-economic-shift">Mark Cuban Questions Motives Of Elon Musk-Led DOGE&#8217;s &#8216;Turnaround&#8217; Efforts, Asks &#8216;Who Will Be Worse Off?&#8217; In The US Economic Shift</a>
Why It Matters: PLTR&#8217;s market capitalization stood at $170.18 billion as of Dec. 31, 2024, and it currently stands at $220.30 billion. This represents a growth of $50.12 billion or 29.45% on a year-to-date basis.
Its stock price has risen by 28.67% in 2025, whereas it has gained 294.74% over a year. However, it is still 22.85% down from its 52-week high of $125.41 apiece.
The stock rose 6.37% on Monday as it <a href="https://www.benzinga.com/markets/equities/25/03/44451697/palantir-ceo-alex-karps-technological-republic-vision-faces-harvard-economists-critique-contemptuous-of-markets">joined the S&amp;P 100</a>, a subset of the S&amp;P 500, during its quarterly rebalancing. This inclusion is expected to increase institutional investor interest and drive ETF purchases, potentially boosting Palantir&#8217;s stock. However, any short-term &#8220;index effect&#8221; gains are likely to be temporary, with long-term performance depending on revenue and profitability. 
<a href="https://www.benzinga.com/report/PLTR">Benzinga&#8217;s Edge Rankings</a> show a strong price trend in the short, medium, and long term. Its momentum ranking which shows whether the stock is in an upward or downward trend was sturdy at 98.96 percentile. The growth ranking which combines historical expansion in earnings and revenue across multiple periods was also solid at 87.14 percentile. Check out its valuation scores and other fundamentals <a href="https://www.benzinga.com/report/PLTR">here</a>.
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/report/PLTR"><img loading="lazy" decoding="async" width="900" height="142" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/25014553/PLTR-EDGE.png" alt="" class="wp-image-839652" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/25014553/PLTR-EDGE.png 900w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/25014553/PLTR-EDGE-300x47.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/25014553/PLTR-EDGE-768x121.png 768w" sizes="(max-width: 900px) 100vw, 900px" /></a></figure>
Its consensus price target was $69.57, with a ‘sell&#8217; rating, based on the <a href="https://www.benzinga.com/quote/PLTR/analyst-ratings">25 analysts tracked by Benzinga</a>. The price targets ranged from a low of $7.5 to a high of $125. The latest ratings from Loop Capital, and Wedbush averaged $128.67, implying a 33.97% upside.
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/quote/PLTR/analyst-ratings"><img loading="lazy" decoding="async" width="919" height="388" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/25014525/PLTR-ANR-New-new.png" alt="" class="wp-image-839651" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/25014525/PLTR-ANR-New-new.png 919w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/25014525/PLTR-ANR-New-new-300x127.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/25014525/PLTR-ANR-New-new-768x324.png 768w" sizes="(max-width: 919px) 100vw, 919px" /></a></figure>
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Photo courtesy: Shutterstock

Palantir Market Cap Surges Over $50 Billion In 2025: Won't Be A 'Seller,' Says Analyst As He Foresees PLTR As An AI Play

Wall Street saw a strong rally on Monday as investors grew optimistic about easing trade tensions and solid economic data. The S&amp;P 500 and Nasdaq posted their best gains in months, with the S&amp;P 500 climbing 1.76% to 5,767.57 and the Nasdaq rising 2.3% to 18,188.59. The Dow Jones Industrial Average closed 1.4% higher at 42,583.22.
These are the top stocks that gained the attention of retail traders and investors throughout the day:
MicroAlgo Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MLGO#NASDAQ">MLGO</a>)
MicroAlgo shares skyrocketed by 455.16% to close at $13.99. The stock&#8217;s intraday high was $15.34, with a low of $3.83, while its 52-week high and low stand at $509.4 and $1.11 respectively. The surge followed the company&#8217;s announcement of a&nbsp;<a href="https://www.benzinga.com/news/25/03/44463040/why-microalgo-mlgo-stock-is-skyrocketing">$20 million offering</a>&nbsp;to settle a convertible bond agreement.
Palantir Technologies Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>)
Palantir&#8217;s stock rose 6.37% to close at $96.75, with an intraday high and low of $97.39 and $92.28 respectively. The 52-week high stands at $125.41, and the low at $20.33. The rise was driven by <a href="https://www.benzinga.com/25/03/44467544/cathie-wood-bets-on-baidu-as-chinese-ai-buzz-intensifies-ark-loads-up-on-12-4-million-worth-of-stock">increasing investor confidence</a> in the company&#8217;s AI capabilities and government contracts.
23andMe Holding Co.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ME#NASDAQ">ME</a>)
23andMe&#8217;s stock tumbled by 59.22%, closing at $0.73. The stock&#8217;s intraday high was $0.97, with a low of $0.73, and its 52-week high and low are $12.76 and $0.73 respectively. The company&#8217;s shares plunged following its&nbsp;<a href="https://in.benzinga.com/25/03/44456578/why-dna-test-provider-23andmes-stock-is-plunging-today">voluntary filing for Chapter 11 bankruptcy</a>&nbsp;to enable a sale process.
Advanced Micro Devices, Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>)
AMD shares rose 6.96% to close at $113.85, with an intraday high and low of $114.85 and $109.4 respectively. The 52-week high stands at $187.28, and the low at $94.73. The stock moved higher amid reports suggesting the U.S. could&nbsp;<a href="https://www.benzinga.com/25/03/44463052/whats-going-on-with-advanced-micro-devices-stock-monday">narrow upcoming tariffs</a>.
Tesla Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>)
Tesla&#8217;s stock jumped 11.93% to close at $278.39. The stock&#8217;s intraday high was $278.64, with a low of $256.33, while its 52-week high and low stand at $488.54 and $138.80 respectively. The rise comes despite a new <a href="https://in.benzinga.com/general/entertainment/25/03/44461252/tesla-stock-soars-monday-could-a-new-documentary-about-elon-musks-political-influence-pour-cold-water-on-momentum">documentary</a> that might have investors questioning CEO Elon Musk&#8217;s political influence.
Image via Shutterstock
Prepare for the day&#8217;s trading <a href="https://editorial.benzinga.com/wp-admin/Premarket%20Movers%20&amp;%20News">with top premarket movers and news</a> by Benzinga.
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This story was generated using <a href="https://www.benzinga.com/author/benzinga-neuro">Benzinga Neuro</a> and edited by <a href="https://www.benzinga.com/author/shivdeep-dhaliwal" target="_blank" rel="noreferrer noopener">Shivdeep Dhaliwal</a>

Microalgo, Palantir, 23Andme, AMD, And Tesla: Why These 5 Stocks Are On Investors' Radars Today

Palantir Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>) is continuing its strong upward trajectory Monday driven by increasing investor confidence in its AI <a href="https://www.benzinga.com/markets/equities/25/03/44451697/palantir-ceo-alex-karps-technological-republic-vision-faces-harvard-economists-critique-contemptuous-of-markets">capabilities and government contracts.</a>
What To Know: CEO Alex Karp's latest book, &#8220;The Technological Republic,&#8221; sparked debate, with Harvard economist Jason Furman criticizing its emphasis on cultural solutions over concrete policy recommendations. Furman argued that the book advocates for a stronger connection between the government and tech to address national security and climate challenges but dismisses market mechanisms and lacks substantive policy proposals. While he acknowledged some merit in the book's cultural arguments, he found the absence of actionable solutions problematic.
Palantir's stock continues to gain momentum, fueled by its growing influence in the AI sector and expanding government partnerships. The company's market capitalization has now surpassed Lockheed Martin and analysts expect further growth. 
Wedbush Securities' Dan Ives has called Palantir the "Messi of AI," predicting that 2025 will be a breakout year for its AI platform.
Karp's personal wealth has also skyrocketed, with his stake in Palantir increasing from $2.2 billion at the start of 2024 to $12.8 billion. The company is set to join the S&amp;P 100, a move that further solidifies its rising status.
PLTR Price Action: Palantir shares closed Monday up 6.37% at $96.75, according to <a href="https://pro.benzinga.com/dashboard?new_user=False&amp;backend=google-oauth2">Benzinga Pro.</a>
<figure class="wp-block-image size-large is-resized"><a href="https://pro.benzinga.com/dashboard"><img loading="lazy" decoding="async" width="1024" height="527" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/24155544/Screenshot-2025-03-24-at-15.55.15-1024x527.png" alt="" class="wp-image-839207" style="width:448px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/24155544/Screenshot-2025-03-24-at-15.55.15-1024x527.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/24155544/Screenshot-2025-03-24-at-15.55.15-300x154.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/24155544/Screenshot-2025-03-24-at-15.55.15-768x395.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/24155544/Screenshot-2025-03-24-at-15.55.15.png 1507w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
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Photo: Shutterstock.

Palantir Technologies Shares Are Up Today: What's Going On?

Everybody loves a great growth stock. We all know the stories of the incredible wealth delivered by fast-growing companies that keep growing for a long period of time.
Fortunes have been made by investors who correctly selected the best growth stocks and stayed invested for a long period of time regardless of economic changes and market gyrations.
With a seemingly endless supply of news and gyrations, as we start 2025, this is one of the most important lessons we can learn from market history.
Of course, finding and holding a great growth stock is not that easy.
For every Amazon, there are a dozen Pet.Coms, eToys and Webvans.
For every Bill Gates and Steve Jobs, there are thousands of others whose stabs at technological greatness are still in a box of useless junk in the back of a garage.
Here's a new tool to help you find the growth stocks that will last.
It is not enough to find these great companies to earn massive returns. You have to hold on through the market&#8217;s ups and downs and the endless wave of BS that the media will throw at the company over the years.
In bear markets, these stocks can get crushed.
Investors who are confident enough to not just hold on but buy more stand to make the kind of gains most people only dream about.
There is a reason that very few people make as much as they should off these great growth stocks.
Finding them and then holding them for a long time is hard to do.
This is where the new <a href="https://www.benzinga.com/screener/top-growth-stocks">Benzinga growth ranking</a> can help you become a better growth stock investor.
I designed these ratings to help identify companies with strong long-term growth prospects.
These companies are selling more of their products and services and seeing profits grow along with revenues. 
We are not looking for flash in the pan one hit wonder stocks. We want those that have been growing sales and profits and are likely to continue to do so.
Here are five companies that receive high grades from the Benzinga ranking system for growth right now:
Corporación América Airports S.A. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CAAP#NYSE">CAAP</a>) operates a portfolio of airports across Latin America and Europe, with its crown jewel assets in Argentina. This is a textbook example of an emerging market infrastructure play with monopolistic tendencies. CAAP controls hard-to-replicate assets that directly benefit from long-term air traffic growth, tourism recovery and currency normalization.
Despite facing Argentina&#8217;s well-documented macro risks, the business has turned the corner operationally, with international diversification and cost controls setting the stage for margin expansion.
Historically, CAAP&#8217;s sales have been cyclical, heavily impacted by Argentina&#8217;s economy and global air travel disruptions like the pandemic. Revenues collapsed in 2020 but have since rebounded sharply, with 2023 sales surpassing pre-pandemic levels. Earnings have been volatile but are stabilizing, with 2023 showing significant EBITDA growth and a return to profitability. The current trajectory suggests a multi-year upside if Argentina&#8217;s economy doesn&#8217;t implode.
Blue Bird Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BLBD#NASDAQ">BLBD</a>), the oldest U.S. school bus maker, has methodically pivoted into electric vehicles. While the core business is solid, the real story is the company&#8217;s leadership in EV school buses. With government funding pouring in and school districts warming up to electrification, Blue Bird is grabbing market share.
It's not flashy, but it is predictable and levered to a secular trend.
Blue Bird&#8217;s sales have historically been steady, reflecting school district budget cycles. Earnings were thin for years, but recent federal incentives for EV buses have ignited a surge in revenue and profits. Fiscal 2023 saw record sales and a massive jump in adjusted EBITDA, driven by higher pricing power and EV penetration. The company now boasts a record backlog, setting the table for continued growth.
NVIDIA Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) has transformed from a graphics chip designer into the undisputed leader of AI infrastructure. The company&#8217;s GPUs are now essential tools for training large AI models, creating a near-insurmountable moat. Its data center segment has become the primary growth engine, dwarfing the original gaming business. NVIDIA is the shovel seller in the AI gold rush and it sells every shovel it can make.
Historically, NVIDIA has delivered incredible top-line and bottom-line growth, particularly over the past five years. Revenue soared from $11 billion in 2019 to over $60 billion in 2024, with margins expanding alongside. EPS has followed suit, driven by both sales growth and operating leverage. The recent AI boom has supercharged growth, with triple-digit year-over-year revenue increases in recent quarters.
Eli Lilly and Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LLY#NYSE">LLY</a>) has morphed into a pharmaceutical juggernaut, thanks largely to its success in diabetes and obesity treatments. Drugs like Mounjaro and Zepbound are redefining the market with massive commercial potential.
Combine that with a robust pipeline and Lilly&#8217;s execution, and you&#8217;ve got a healthcare powerhouse that&#8217;s just getting warmed up.
Historically, Lilly has grown revenue steadily, but the last three years have accelerated thanks to its metabolic drugs. Sales crossed $40 billion in 2023, up from $22 billion five years prior. Earnings have also exploded, with operating margins expanding due to high-margin drug sales.
The company&#8217;s forward growth outlook remains extremely strong.
Palantir Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>) is a unique software player, originally built for government intelligence and defense but is now making serious inroads into commercial markets.
Palantir&#8217;s platforms are sticky, complex, and mission-critical, which translates into strong pricing power and customer retention.
Historically, Palantir has posted consistent revenue growth north of 20% annually since going public. Sales have risen from $743 million in 2019 to over $2 billion in 2023. The company struggled with profitability early but recently posted GAAP profits, signaling a shift toward scale. Margins are improving as commercial contracts ramp, offering a compelling long-term growth story.
Earnings and sales growth across this group are either strong or downright explosive.
CAAP is rebounding nicely as air traffic picks up and Latin American economies stabilize, with recent double-digit revenue growth.
Blue Bird is riding the EV wave, posting record sales and margins as its backlog grows.
NVIDIA is simply a rocket ship, with sales and profits more than doubling as AI demand soars.
Eli Lilly is hitting its stride with obesity drugs, driving top and bottom-line growth at a blistering pace. Palantir is scaling into profitability while maintaining impressive revenue growth, setting up years of compounding ahead.
Simply put, these are companies in the right place at the right time, and the runway for continued growth looks wide open.
Finding Undervalued Stocks &amp; Managing Risk in a Volatile Market
Live on Tuesday, March 25, at 6 PM ET: Learn how to identify undervalued stocks with strong credit, protect your trades with options and take advantage of prime opportunities in today's volatile market with Tim Melvin, Ryan Faloona and Anne-Marie Baiynd. 
Register <a href="https://benzinga.zoom.us/webinar/register/WN_OJ2FBspHSJSSVNlW8zGapw">HERE</a> —spots are limited!
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Large Cap

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BLBD

CAAP

5 Stocks That Could Be The Next Nvidia

Wedbush analyst Daniel Ives discusses the benefits for software companies from the AI spending phase.
In recent weeks, the analyst has been tracking enterprise AI spending in 2025, focusing on use cases and identifying leading vendors. AI now makes up about 12% of many IT budgets, up from 10% in January, with some CIOs accelerating their AI strategies.
Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) chips and cloud providers are central to AI deployments, and for every $1 spent on Nvidia, there is an $8-$10 impact across the broader tech ecosystem.
Around 70% of companies have increased their AI budgets, signaling rapid tech spending despite economic uncertainties.
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The analyst has been tracking AI adoption across industries like financial services, healthcare, transportation, and manufacturing.
Many IT departments are focusing on large-scale AI deployments with Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), Amazon.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), and Alphabet Inc&#8216;s Google (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>), targeting software-driven use cases.
While customers were still in the strategy phase in late 2024, there is a shift in recent weeks, with high-priority AI use cases now being rapidly implemented across various sectors in 2025. Amid the widespread buzz in the software industry about monetizing AI, a select group of companies is beginning to stand out from the crowd.
The software sector is poised for significant growth as the AI Revolution accelerates, with the adoption of generative AI and LLM models becoming key drivers.
The analyst sees Palantir Technologies Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>) and Salesforce Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>) as top software plays amid the AI Revolution for 2025, with other vendors like Oracle Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>), International Business Machines Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>), Snowflake Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SNOW#NYSE">SNOW</a>), Elastic N.V. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ESTC#NYSE">ESTC</a>), MongoDB, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MDB#NASDAQ">MDB</a>) and Pegasystems Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PEGA#NASDAQ">PEGA</a>) also well-positioned.
IBM&#8217;s cloud penetration has been particularly successful, presenting a major monetization opportunity. Despite investor skepticism, the analyst said the accelerating AI adoption in enterprises will benefit the software industry in 2025. The analyst also added IBM to the Wedbush Best Ideas List, reflecting higher confidence.
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AMZN

ESTC

PEGA

Which Stocks Benefit From AI Spending? Analyst Names IBM And More

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>AAPL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/28/25</td>
<td>$225.00</td>
<td>$30.4K</td>
<td>26.1K</td>
<td>29.4K</td>
</tr>
<tr>
<td>PLTR</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>03/28/25</td>
<td>$95.00</td>
<td>$32.0K</td>
<td>10.8K</td>
<td>24.8K</td>
</tr>
<tr>
<td>MSTR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>03/28/25</td>
<td>$360.00</td>
<td>$32.0K</td>
<td>1.1K</td>
<td>14.8K</td>
</tr>
<tr>
<td>JAMF</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>04/17/25</td>
<td>$12.50</td>
<td>$36.0K</td>
<td>1.0K</td>
<td>2.4K</td>
</tr>
<tr>
<td>INTC</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/18/26</td>
<td>$35.00</td>
<td>$118.5K</td>
<td>10.1K</td>
<td>1.6K</td>
</tr>
<tr>
<td>NVDA</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$200.00</td>
<td>$30.8K</td>
<td>37.2K</td>
<td>1.1K</td>
</tr>
<tr>
<td>MSFT</td>
<td>PUT</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>12/18/26</td>
<td>$480.00</td>
<td>$37.9K</td>
<td>2.0K</td>
<td>999</td>
</tr>
<tr>
<td>U</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>05/16/25</td>
<td>$23.00</td>
<td>$44.4K</td>
<td>3.8K</td>
<td>907</td>
</tr>
<tr>
<td>AMD</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>04/04/25</td>
<td>$108.00</td>
<td>$163.2K</td>
<td>1.8K</td>
<td>877</td>
</tr>
<tr>
<td>TSM</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>04/11/25</td>
<td>$190.00</td>
<td>$35.7K</td>
<td>1.2K</td>
<td>438</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• For AAPL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), we notice a call option sweep that happens to be bullish, expiring in 4 day(s) on March 28, 2025. This event was a transfer of 435 contract(s) at a $225.00 strike. This particular call needed to be split into 15 different trades to become filled. The total cost received by the writing party (or parties) was $30.4K, with a price of $70.0 per contract. There were 26115 open contracts at this strike prior to today, and today 29410 contract(s) were bought and sold. 
• Regarding PLTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>), we observe a call option trade with bullish sentiment. It expires in 4 day(s) on March 28, 2025. Parties traded 100 contract(s) at a $95.00 strike. The total cost received by the writing party (or parties) was $32.0K, with a price of $320.0 per contract. There were 10875 open contracts at this strike prior to today, and today 24862 contract(s) were bought and sold. 
• Regarding MSTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>), we observe a call option sweep with bearish sentiment. It expires in 4 day(s) on March 28, 2025. Parties traded 120 contract(s) at a $360.00 strike. This particular call needed to be split into 12 different trades to become filled. The total cost received by the writing party (or parties) was $32.0K, with a price of $267.0 per contract. There were 1179 open contracts at this strike prior to today, and today 14873 contract(s) were bought and sold. 
• For JAMF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JAMF#NASDAQ">JAMF</a>), we notice a call option sweep that happens to be bearish, expiring in 24 day(s) on April 17, 2025. This event was a transfer of 400 contract(s) at a $12.50 strike. This particular call needed to be split into 16 different trades to become filled. The total cost received by the writing party (or parties) was $36.0K, with a price of $90.0 per contract. There were 1069 open contracts at this strike prior to today, and today 2402 contract(s) were bought and sold. 
• Regarding INTC (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), we observe a call option sweep with bearish sentiment. It expires in 451 day(s) on June 18, 2026. Parties traded 500 contract(s) at a $35.00 strike. This particular call needed to be split into 28 different trades to become filled. The total cost received by the writing party (or parties) was $118.5K, with a price of $237.0 per contract. There were 10150 open contracts at this strike prior to today, and today 1653 contract(s) were bought and sold. 
• For NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we notice a call option trade that happens to be bullish, expiring in 298 day(s) on January 16, 2026. This event was a transfer of 70 contract(s) at a $200.00 strike. The total cost received by the writing party (or parties) was $30.8K, with a price of $440.0 per contract. There were 37222 open contracts at this strike prior to today, and today 1134 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 put option trade that happens to be neutral, expiring in 634 day(s) on December 18, 2026. This event was a transfer of 4 contract(s) at a $480.00 strike. The total cost received by the writing party (or parties) was $37.9K, with a price of $9478.0 per contract. There were 2040 open contracts at this strike prior to today, and today 999 contract(s) were bought and sold. 
• Regarding U (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/U#NYSE">U</a>), we observe a put option sweep with bearish sentiment. It expires in 53 day(s) on May 16, 2025. Parties traded 190 contract(s) at a $23.00 strike. This particular put needed to be split into 19 different trades to become filled. The total cost received by the writing party (or parties) was $44.4K, with a price of $234.0 per contract. There were 3856 open contracts at this strike prior to today, and today 907 contract(s) were bought and sold. 
• Regarding AMD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), we observe a call option sweep with bearish sentiment. It expires in 11 day(s) on April 4, 2025. Parties traded 240 contract(s) at a $108.00 strike. This particular call needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $163.2K, with a price of $680.0 per contract. There were 1899 open contracts at this strike prior to today, and today 877 contract(s) were bought and sold. 
• For TSM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), we notice a call option trade that happens to be bearish, expiring in 18 day(s) on April 11, 2025. This event was a transfer of 150 contract(s) at a $190.00 strike. The total cost received by the writing party (or parties) was $35.7K, with a price of $238.0 per contract. There were 1238 open contracts at this strike prior to today, and today 438 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more news on unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

JAMF

U.S. chip stocks, which enjoyed the spotlight during last year's AI investment boom, have taken a noticeable hit this year as investors shift focus to software companies—the emerging engine of AI value creation.&nbsp;
Tariff‐driven volatility and a dimming demand outlook, compounded by the emergence of lower‐cost AI models from China's DeepSeek, have put pressure on semiconductor shares.&nbsp;
For example, the Philadelphia Semiconductor Index has fallen about 6% year‐to‐date, and industry leader Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) has dropped nearly 14% from its recent December high.
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<li>This startup is on the brink of a huge disruption to a $654 billion industry – <a href="https://www.benzinga.com/money/venhub-adv">invest in it for under $10 before it's too late</a>.</li>
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<h2 class="wp-block-heading">Software Momentum Rising</h2>
Meanwhile, the software sector is showing robust gains. Companies such as Atlassian (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TEAM#NASDAQ">TEAM</a>), CrowdStrike Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWD#NASDAQ">CRWD</a>), Palantir Technologies (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NYSE">PLTR</a>), and Cognizant (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CTSH#NASDAQ">CTSH</a>) have surged between 7% and 19% this year, reflecting growing investor confidence in AI-driven applications.&nbsp;
Capital flows further illustrate this shift. The iShares Expanded Tech-Software Sector ETF (CBOE: IGV) has attracted over $1.87 billion in inflows through Feb. 28, while both the iShares Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOXX#NASDAQ">SOXX</a>)&nbsp; and the VanEck Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMH#NASDAQ">SMH</a>) have seen over $1 billion in outflows each.&nbsp;
In 2024, the iShares Expanded Tech-Software Sector ETF experienced significant inflows, including a $277 million addition on Oct. 14. The VanEck Semiconductor ETF also saw substantial growth, with a 40.4% year-to-date increase as of Dec. 23, driven by rising demand for AI applications and cloud computing.
Trending: Deloitte's fastest-growing software company partners with Amazon, Walmart &amp; Target – <a href="https://www.benzinga.com/money/mode-mobile-2">Many are rushing to grab 4,000 of its pre-IPO shares for just $0.26/share!</a>
According<a href="https://www.reuters.com/technology/artificial-intelligence/us-chip-darlings-struggle-some-bet-software-next-big-ai-play-2025-03-06/"> </a>to <a href="https://www.reuters.com/technology/artificial-intelligence/us-chip-darlings-struggle-some-bet-software-next-big-ai-play-2025-03-06/">Reuters</a>, this rotation appears to be a natural progression. Adam Turnquist, chief technical strategist at LPL Financial, explained that "the shift is a natural progression for AI investing—as the use cases for AI evolve, the true revenue drivers are emerging in software applications."&nbsp;
In addition, Morgan Stanley equity analyst Keith Weiss <a href="https://www.morganstanley.com/insights/podcasts/thoughts-on-the-market/genai-profit-2025-joe-moore-keith-weiss">said</a>, "We're now starting to see the ascendancy of the software part of the equation, as companies begin to monetize their AI solutions effectively."
Yet, caution remains regarding the indispensable role of semiconductor hardware. According to <a href="https://www.investors.com/news/technology/ai-stocks-nvidia-stock-software-companies/">Investors Business Daily</a>, while software revenues offer stability, the performance of Nvidia's GPUs is critical for powering AI, and no clever software can fully compensate for a basic lack of processing power.&nbsp;
See Also: Hasbro, MGM, and Skechers trust this AI marketing firm — <a href="https://www.benzinga.com/money/rad-intel">invest pre-IPO from $0.55 per share now</a>.
DeepSeek's launch of a lower-priced chatbot has intensified competitive pressures. Goldman Sachs analyst Ryan Hammond said, according to <a href="https://www.investors.com/news/technology/ai-stocks-nvidia-stock-software-companies">Investor's Business Daily</a>, that "the AI trade will broaden and that stocks with AI-enabled revenues offer better risk/reward for new capital than those involved in infrastructure"
Escalating Sino‑U.S. trade tensions and export restrictions add further uncertainty to the chip sector, prompting many to see software investments as a more stable, long-term opportunity.&nbsp;
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CRWD

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Nvidia Takes a Hit: Why AI Investors Are Moving Away from Chips to Software

U.S. business output surged in March, powered by a stronger-than-expected rebound in services activity that challenged recession fears. However, mounting cost pressures from tariffs continue to <a href="https://www.benzinga.com/news/econ-s">weigh on business confidence.</a>
According to flash business surveys released Monday by S&amp;P Global, the Composite Purchasing Managers Index, which tracks manufacturing and services, climbed to 53.5 in March, up from 51.6 in February. A reading above 50 indicates expansion, and the latest jump marks the strongest pace of private sector growth in 3 months.
The upside surprise came almost entirely from the services side. The S&amp;P Global Services PMI Flash surged to 54.3, decisively beating consensus expectations of 50.8, and up sharply from 51 in the previous month. 
Yet, according to Chris Williamson, economist at S&amp;P Global, part of the March upturn in services activity may reflect a temporary bounce following severe weather disruptions earlier in the year.
By contrast, manufacturing showed signs of softening. The S&amp;P Global Manufacturing PMI Flash fell to 49.8, below both February's 52.7 and market expectations of 51.8, dipping back into contractionary territory.
<h3 class="wp-block-heading">Business Confidence Falls</h3>
Despite the overall improvement in output, companies reported growing unease about the months ahead. 
Business expectations for the year dropped to their second-lowest level since October 2022, particularly among service providers. Firms cited deepening concerns over customer demand, higher costs, and policy uncertainty.
"Business confidence in the outlook has also darkened," Williamson said, noting that sentiment has "soured further from the buoyant mood seen at the start of the year to one of the gloomiest readings seen over the past three years."
The new Trump administration's policy moves, particularly federal spending cuts and tariffs, were most frequently cited as sources of concern. While manufacturers maintained relatively higher optimism—linked to potential tax relief and trade support—service sector confidence deteriorated for a third straight month.
<h3 class="wp-block-heading">Inflation Pressures Surge On Tariffs And Labor Costs</h3>
A warning sign in the March PMI data was a sharp acceleration in input costs, especially in manufacturing, where price inflation hit a 31-month high. Overall input costs across both goods and services rose at the fastest pace in nearly two years, with tariffs and rising labor expenses blamed as primary drivers.
"A key concern over tariffs is the impact on inflation, with the March survey indicating a further sharp rise in costs as suppliers pass tariff-related price hikes on to US companies," Williamson said.
Manufacturers increased their selling prices faster in 25 months, while service providers saw a more modest rise, constrained by the need to keep prices competitive amid fragile demand. The combined output price increase was the second largest in six months, yet still below the survey's long-run average.
&#8220;Firms&#8217; costs are now rising at the steepest rate for nearly two years, with factories increasingly passing these higher costs onto customers,&#8221; Williamson said. 
<h3 class="wp-block-heading">GDP Seen Slowing, But Not Contracting: Stocks Rally</h3>
The survey results suggest the U.S. economy is growing at an annualized pace of 1.9% in March, according to S&amp;P Global estimates, with growth slowing to just 1.5% over the first quarter—a clear deceleration from the final quarter of 2024.
While the report tempers near-term recession fears, it contrasts sharply with the Atlanta Fed's GDPNow model, which currently projects a 1.8% contraction for the first quarter.
U.S. stocks rallied Monday morning as stronger-than-expected PMI data eased recession concerns and reignited risk appetite on Wall Street.
By 10:10 a.m. ET, the S&amp;P 500 index – which is tracked by the SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) – climbed 1.2%, while the Nasdaq 100 gained 1.5%, led by a rebound in growth and tech names. 
Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) jumped 8% and Palantir Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NYSE">PLTR</a>) rose 5%, ranking among the session's top performers. Within the Magnificent 7, Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) also advanced nearly 4%.
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Photo: Shutterstock

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Unusual Options Activity for

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SOCIO/CONTRIBUIDOR

BENZINGA GLOBAL

Date	Put/Call	Strike Price	Exp Date	DTE	Trade Vol	Day Vol	Vol / OI	OI	Trade Type	Sentiment
02:59 PMMar 06, 2025	CALL	$115.00	Dec 18, 2026	626	1455	1073	462	315	SWEEP	NEUTRAL
02:50 PMMar 06, 2025	CALL	$88.00	Mar 14, 2025	-18	3675	2700	166	2212	TRADE	BEARISH
12:28 PMMar 06, 2025	CALL	$32.00	Dec 18, 2026	626	4684	161	69	6825	SWEEP	BEARISH
12:27 PMMar 06, 2025	CALL	$32.00	Dec 18, 2026	626	2798	100	41	6825	TRADE	BEARISH
12:17 PMMar 06, 2025	CALL	$32.00	Dec 18, 2026	626	785	240	12	6825	SWEEP	BEARISH
12:15 PMMar 06, 2025	CALL	$27.00	Dec 18, 2026	626	4241	120	67	6349	SWEEP	BEARISH
12:15 PMMar 06, 2025	CALL	$27.00	Dec 18, 2026	626	3324	840	52	6349	SWEEP	NEUTRAL
12:15 PMMar 06, 2025	CALL	$27.00	Dec 18, 2026	626	592	252	9	6349	SWEEP	BULLISH
09:41 AMMar 06, 2025	CALL	$86.00	Mar 14, 2025	-18	2456	2341	153	1608	SWEEP	BEARISH
03:42 PMMar 05, 2025	CALL	$75.00	Apr 17, 2025	16	430	300	8	5402	SWEEP	NEUTRAL
01:30 PMMar 04, 2025	PUT	$80.00	Jun 20, 2025	80	2264	500	33	6808	TRADE	BULLISH
12:24 PMMar 04, 2025	PUT	$85.00	Jan 16, 2026	290	572	255	30	1906	SWEEP	BULLISH
09:30 AMMar 03, 2025	CALL	$70.00	Mar 07, 2025	-25	0	1000	0	633	SWEEP	BULLISH
09:33 AMFeb 28, 2025	PUT	$75.00	Mar 21, 2025	-11	337	1300	4	7966	SWEEP	BEARISH
12:43 PMFeb 27, 2025	CALL	$120.00	Dec 17, 2027	990	280	180	Infinity	0	SWEEP	BULLISH