Qualcomm Option Alert: Jan 16 $165 Puts at the Ask: 300 vs 1557 OI; Earnings 4/30 After Close 

Qualcomm Option Alert: Jan 16 $165 Puts at the Ask: 300 @ $24.55 vs 1557 OI; Earnings 4/30 After Close Ref=$151.77

Qualcomm (NASDAQ:QCOM) Bolsa

Qualcomm

Qualcomm develops and licenses wireless technology and designs chips for smartphones. The company's key patents revolve around CDMA and OFDMA technologies, which are standards in wireless communications that are the backbone of all 3G, 4G, and 5G networks. Qualcomm's IP is licensed by virtually all wireless device makers. The firm is also the world's largest wireless chip vendor, supplying nearly every premier handset maker with leading-edge processors. Qualcomm also sells RF-front end modules into smartphones, as well as chips into automotive and Internet of Things markets.

Qualcomm Inc. (NASDAQ- QCOM)

News

Markets

Tech

QCOM

Qualcomm revoluciona el gaming portátil con los nuevos Snapdragon G-series, ofreciendo mayor potencia, menor latencia y soporte para Wi-Fi 7.

Qualcomm (QCOM) lanza Snapdragon G3 Gen 3 con 30% más potencia para gaming portátil en Android

Intel Corp. INTC

Technicals

Movers

Trading Ideas

AVGO

INTC

NVDA

Las acciones de Intel suben tras los rumores de una empresa conjunta con TSMC. Sin embargo, la tendencia bajista sigue siendo preocupante.

Intel (INTC) sube un 5,36% por posible empresa conjunta con TSMC

AAPL

BABA

El iPhone 16e podría impulsar los ingresos de Apple en 2025. ¿Logrará superar las previsiones de Wall Street?

iPhone 16e impulsa las ventas de Apple (AAPL): ¿Cuánto crecerán sus ingresos en 2025?

Qualcomm Inc

Chamath Palihapitiya took to X on Sunday to discuss Huawei&#8217;s strategic approach in the tech industry. Palihapitiya emphasized that Huawei, a prominent Chinese company, has successfully implemented a &#8220;low-end disruptor&#8221; strategy. This involves creating products that are either equivalent to or better than those of existing market leaders, but at a lower cost.
What Happened: The SPAC King identified several companies that Huawei has already outperformed, including Telefonaktiebolaget LM Ericsson (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ERIC#NASDAQ">ERIC</a>), Nokia Oyj (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOK#NYSE">NOK</a>), and Cisco Systems, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CISCO#NASDAQ">CISCO</a>). He also noted that Huawei is making progress against QUALCOMM Incorporated (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>) and has set its sights on Nvidia Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>). Palihapitiya&#8217;s comments come amid growing concerns about China&#8217;s technological advancements and their impact on global markets.
<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">Worth noting that Huawei, a Chinese National Champion, has systematically executed a "low-end disruptor" strategy with a lot of success. "Low-end Disruptor" simply means making an equivalent or better product for less than incumbents. End bossed: 1. Ericsson 2. Nokia 3. Cisco…
&mdash; Chamath Palihapitiya (@chamath) <a href="https://twitter.com/chamath/status/1916529549502013649?ref_src=twsrc%5Etfw">April 27, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
Palihapitiya&#8217;s remarks align with recent developments in China&#8217;s tech sector, where companies like Huawei are advancing despite international challenges. This includes Huawei&#8217;s efforts to <a href="https://www.benzinga.com/tech/25/04/44970472/chinas-chip-breakthrough-without-asml-makes-chamath-palihapitiya-take-stock-of-beijings-formidable-nature-america-can-win-if">develop in-house chips</a> to counter U.S. sanctions, as reported in March.
See Also: <a href="https://benzinga.com/25/04/45003790/mark-cuban-slams-amazon-for-ripping-off-american-sellers-as-tariffs-are-predicted-to-boost-ecommerce-brands-profi" target="_blank" rel="noreferrer noopener">Mark Cuban Slams Amazon For &#8216;Ripping Off American Sellers&#8217; As Trump Tariffs Are Predicted To Boost Ecommerce Brands&#8217; Profits</a>
Why It Matters: Palihapitiya&#8217;s observations underscore the competitive pressure that Chinese companies are exerting on Western tech giants. Huawei&#8217;s strategy of producing cost-effective yet high-quality products is reshaping the competitive landscape. This is particularly relevant as China continues to make strides in chip manufacturing, even without access to advanced tools like those from ASML Holding .
Huawei is <a href="https://www.benzinga.com/25/03/44356270/huawei-develops-in-house-chips-to-counter-us-sanctions-and-leap-ahead-in-the-tech-war">accelerating efforts</a> to replace U.S. components by developing its own computer chips and operating system, with its Kirin X90 chip recently earning national security certification. As its Windows license nears expiration, Huawei plans to launch HarmonyOS-powered PCs later this year to reduce reliance on American technology amid rising U.S.-China trade tensions.
Palihapitiya has previously <a href="https://in.benzinga.com/markets/25/04/44891778/nvidia-not-acting-in-us-interests-says-chamath-palihapitiya-questions-how-alibaba-or-deepseek-are-one-step-ahead">expressed concerns</a> about companies like Nvidia not acting in the best interests of the U.S., highlighting the geopolitical implications of these technological advancements.
Benzinga Edge Stock Rankings identify Nvidia&#8217;s Growth Momentum in the 94th percentile. How do other chip plays stack up? <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">Click here</a> and find out.
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img loading="lazy" decoding="async" width="786" height="98" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/27211943/Screenshot-2025-04-28-at-10.19.23.png" alt="" class="wp-image-889985" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/27211943/Screenshot-2025-04-28-at-10.19.23.png 786w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/27211943/Screenshot-2025-04-28-at-10.19.23-300x37.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/27211943/Screenshot-2025-04-28-at-10.19.23-768x96.png 768w" sizes="(max-width: 786px) 100vw, 786px" /></a></figure>
Photo Courtesy: Kathy Hutchins on Shutterstock.com
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<li><a href="https://benzinga.com/trading-ideas/movers/25/04/45029805/what-caused-sam-altman-founded-world-network-token-to-soar-57-in-a-week" target="_blank" rel="noreferrer noopener">What Caused Sam Altman-Founded World Network Token To Soar 57% in a Week? What Caused Sam Altman-Founded World Network Token To Soar 57% in a Week? </a></li>
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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>

CISCO

ERIC

Chamath Palihapitiya Says Nvidia Is Huawei's 'New Target' — A 'National Champion' That Crushed Tech Giants With A 'Low-End Disruptor' Strategy

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>NVDA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>04/25/25</td>
<td>$110.00</td>
<td>$26.8K</td>
<td>96.0K</td>
<td>292.7K</td>
</tr>
<tr>
<td>PLTR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>04/25/25</td>
<td>$110.00</td>
<td>$47.4K</td>
<td>14.3K</td>
<td>55.7K</td>
</tr>
<tr>
<td>MSTR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>04/25/25</td>
<td>$350.00</td>
<td>$119.0K</td>
<td>24.7K</td>
<td>24.7K</td>
</tr>
<tr>
<td>MU</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/16/25</td>
<td>$85.00</td>
<td>$62.1K</td>
<td>27.7K</td>
<td>4.7K</td>
</tr>
<tr>
<td>CSCO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/16/25</td>
<td>$60.00</td>
<td>$36.3K</td>
<td>7.4K</td>
<td>4.0K</td>
</tr>
<tr>
<td>WOLF</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>04/25/25</td>
<td>$2.50</td>
<td>$28.4K</td>
<td>4.9K</td>
<td>1.6K</td>
</tr>
<tr>
<td>MSFT</td>
<td>CALL</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>01/16/26</td>
<td>$440.00</td>
<td>$60.7K</td>
<td>3.0K</td>
<td>1.2K</td>
</tr>
<tr>
<td>QCOM</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>03/20/26</td>
<td>$125.00</td>
<td>$30.0K</td>
<td>599</td>
<td>700</td>
</tr>
<tr>
<td>ARM</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/18/26</td>
<td>$200.00</td>
<td>$40.4K</td>
<td>438</td>
<td>579</td>
</tr>
<tr>
<td>TXN</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$130.00</td>
<td>$198.0K</td>
<td>842</td>
<td>550</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 call option sweep that happens to be bearish, is expiring today. Parties traded 149 contract(s) at a $110.00 strike. This particular call needed to be split into 10 different trades to become filled. The total cost received by the writing party (or parties) was $26.8K, with a price of $179.0 per contract. There were 96004 open contracts at this strike prior to today, and today 292713 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, is expiring today. Parties traded 375 contract(s) at a $110.00 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 $47.4K, with a price of $126.0 per contract. There were 14352 open contracts at this strike prior to today, and today 55761 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 bearish, is expiring today. Parties traded 64 contract(s) at a $350.00 strike. This particular call needed to be split into 32 different trades to become filled. The total cost received by the writing party (or parties) was $119.0K, with a price of $1860.0 per contract. There were 24752 open contracts at this strike prior to today, and today 24768 contract(s) were bought and sold. 
• For MU (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>), we notice a call option sweep that happens to be bullish, expiring in 21 day(s) on May 16, 2025. This event was a transfer of 269 contract(s) at a $85.00 strike. This particular call needed to be split into 49 different trades to become filled. The total cost received by the writing party (or parties) was $62.1K, with a price of $231.0 per contract. There were 27775 open contracts at this strike prior to today, and today 4767 contract(s) were bought and sold. 
• For CSCO (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>), we notice a call option sweep that happens to be bullish, expiring in 21 day(s) on May 16, 2025. This event was a transfer of 606 contract(s) at a $60.00 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 $36.3K, with a price of $60.0 per contract. There were 7491 open contracts at this strike prior to today, and today 4050 contract(s) were bought and sold. 
• For WOLF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WOLF#NYSE">WOLF</a>), we notice a call option sweep that happens to be bearish, is expiring today. Parties traded 400 contract(s) at a $2.50 strike. This particular call needed to be split into 6 different trades to become filled. The total cost received by the writing party (or parties) was $28.4K, with a price of $71.0 per contract. There were 4995 open contracts at this strike prior to today, and today 1669 contract(s) were bought and sold. 
• For MSFT (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), we notice a call option sweep that happens to be neutral, expiring in 266 day(s) on January 16, 2026. This event was a transfer of 32 contract(s) at a $440.00 strike. This particular call needed to be split into 9 different trades to become filled. The total cost received by the writing party (or parties) was $60.7K, with a price of $1898.0 per contract. There were 3058 open contracts at this strike prior to today, and today 1213 contract(s) were bought and sold. 
• Regarding QCOM (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>), we observe a put option trade with bullish sentiment. It expires in 329 day(s) on March 20, 2026. Parties traded 31 contract(s) at a $125.00 strike. The total cost received by the writing party (or parties) was $30.0K, with a price of $970.0 per contract. There were 599 open contracts at this strike prior to today, and today 700 contract(s) were bought and sold. 
• For ARM (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARM#NASDAQ">ARM</a>), we notice a call option sweep that happens to be bearish, expiring in 419 day(s) on June 18, 2026. This event was a transfer of 46 contract(s) at a $200.00 strike. This particular call needed to be split into 7 different trades to become filled. The total cost received by the writing party (or parties) was $40.4K, with a price of $880.0 per contract. There were 438 open contracts at this strike prior to today, and today 579 contract(s) were bought and sold. 
• Regarding TXN (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TXN#NASDAQ">TXN</a>), we observe a put option trade with bearish sentiment. It expires in 147 day(s) on September 19, 2025. Parties traded 550 contract(s) at a $130.00 strike. The total cost received by the writing party (or parties) was $198.0K, with a price of $360.0 per contract. There were 842 open contracts at this strike prior to today, and today 550 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more about unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Options

CSCO

MSFT

MSTR

PLTR

WOLF

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

Visteon Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VC#NASDAQ">VC</a>) and Qualcomm Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>) <a target="_blank" href="https://www.benzinga.com/pressreleases/25/04/n44999085/visteon-and-qualcomm-redefine-next-generation-ai-based-intelligent-cockpit-experience" rel="noreferrer noopener">revealed a vehicle cockpit platform</a> Thursday, marking an advancement in smart automotive technology.
The collaboration brings together Visteon's custom-built AI system with Qualcomm's high-performance semiconductor solutions to transform how drivers and passengers interact with vehicle systems.
The new cockpit platform is powered by Visteon's in-house developed AI system, cognitoAI, and Qualcomm's Snapdragon Cockpit Elite Platform.
The companies plan to create a unified system that combines voice control, visual data, and vehicle sensors for a more intuitive and engaging driving experience.
Also Read: <a target="_blank" href="https://www.benzinga.com//node/44630304" rel="noreferrer noopener">Qualcomm Expands AI Ambitions With Acquisition of VinAI's Generative AI Division</a>
The system uses a hybrid AI setup to analyze inputs like driver commands and surroundings in real-time. Running on Qualcomm's AI Engine Direct, it processes data locally for faster performance and improved privacy without depending on the cloud.
"This technology collaboration marks a pivotal moment in automotive technology, where AI-driven insights will transform the way drivers and passengers interact with their vehicles. We are excited to work with Qualcomm Technologies and lead the charge towards creating a truly intelligent cockpit experience," said President and CEO of Visteon, Sachin Lawande.
The Snapdragon Cockpit Elite Platform includes the Oryon CPU, Adreno GPU, and Hexagon NPU, delivering high-quality visuals, fast AI performance, and gaming support while meeting strict automotive safety requirements.
Visteon's cognitoAI adjusts to driver behavior and vehicle status, supporting intelligent decision-making directly within the car.
It handles a wide range of functions, from suggesting infotainment options to operating digital dashboards and passenger display systems, all without relying on cloud connectivity.
By embedding AI locally, the system reduces latency and enhances security, paving the way for future software-defined vehicles that can evolve over time.
Price Action: VC shares closed higher by 4.63% on Thursday. QCOM gained 4.81%.
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Photo by Michael Vi via Shutterstock

General

Visteon, Qualcomm Unveil AI Cockpit System For Smart Cars

WIIM

ALAB

ALGM

AMAT

AMBA

AMKR

AOSL

COHU

CRDO

CSIQ

ENTG

FSLR

INDI

KLAC

LSCC

MCHP

MKSI

MPWR

MRVL

MTSI

NVMI

NXPI

OLED

ONTO

POWI

QRVO

RMBS

SITM

SLAB

SMCI

SMTC

SWKS

SYNA

Shares of semiconductor companies are trading higher amid overall market strength due to March's strong durable goods orders economic data, and President Trump's announcement that he met with China earlier today.

Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>)&nbsp;disclosed in its 2024 annual report last week that the <a target="_blank" href="https://www.benzinga.com/topic/tsm" rel="noreferrer noopener">U.S. semiconductor technology</a> embargo challenged its ability to ensure complete compliance with the rules.
The Taiwanese contract chipmaker also held the semiconductor sanctions responsible for leading to higher violations of semiconductor sanctions by business partners to gain access to <a target="_blank" href="https://investor.tsmc.com/english/annual-reports" rel="noreferrer noopener">the advanced technology</a>.
Taiwan Semiconductor disclosed it could not guarantee complete compliance.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/04/44852860/nvidia-lam-research-and-marvell-to-face-least-impact-from-tariffs-while-intel-and-arm-could-suffer-more-bofa-analyst" rel="noreferrer noopener">These Semiconductor Stocks To Face Least Tariffs Impact Compared To Intel</a>
Taiwan Semiconductor partners&nbsp;Qualcomm Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>)&nbsp;and&nbsp;MediaTek Inc co-developed mobile chips for phone makers, including&nbsp;Xiaomi Corp (OTC:<a class="ticker" href="https://www.benzinga.com/stock/XIACF#OTC">XIACF</a>) (OTC:<a class="ticker" href="https://www.benzinga.com/stock/XIACY#OTC">XIACY</a>), as per a Bloomberg <a target="_blank" href="https://www.bloomberg.com/news/articles/2025-04-21/tsmc-warns-of-limits-of-ability-to-keep-its-ai-chips-from-china?srnd=phx-technology&amp;sref=TBDibEcD" rel="noreferrer noopener">report</a>. However, a 2024 report by TechInsights&nbsp;revealed&nbsp;the presence of Taiwan Semiconductor technology in Huawei Technology&#8217;s Ascend 910B AI chip.
The U.S. has restricted Huawei&#8217;s access to advanced semiconductor technology since 2020, citing national security threats.
Taiwan Semiconductor disclosed in its annual report that it took every precaution, including restricting shipment to its trading partners, to ensure compliance with the U.S. sanctions.
Taiwan Semiconductor&#8217;s <a target="_blank" href="https://www.benzinga.com/25/04/44857887/taiwan-semiconductor-q1-surges-41-in-sales-boosted-by-ai-chip-demand-expanded-margins" rel="noreferrer noopener">first-quarter revenue</a> rose 41.6% to $25.53 billion, topping the analyst consensus estimate of $23.92 billion, despite a smartphone seasonality impact on sales.
The second-quarter revenue guidance predicts $28.4 billion-$29.2 billion versus the $26.79&nbsp;billion analyst estimate, with strong demand for 3-nm and 5-nm technologies.
In March, Taiwan Semiconductor announced&nbsp;an additional&nbsp;$100 billion&nbsp;investment&nbsp;in U.S. chipmaking (on top of $65 billion in April 2024). The investment followed&nbsp;President Donald Trump&#8217;s verbal attacks&nbsp;on Taiwan &#8220;for stealing&#8221; the U.S. semiconductor business and generating massive trade deficits for Washington.
Price Action:&nbsp;TSM stock is down by 1.91% to $148.85 premarket at the last check Monday.
Read Next:
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</ul>
Photo by Sundry Photography on Shutterstock

Asia

Government

Regulations

Media

XIACF

XIACY

Taiwan Semiconductor Confronts Challenges Of US Chips Sanction On China

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders often look for circumstances when the market estimation of an option diverges away from its normal worth. Abnormal amounts of trading activity could push option prices to hyperbolic or underperforming levels. 
Below are some instances of options activity happening in the Information Technology sector: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>NVDA</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>04/25/25</td>
<td>$106.00</td>
<td>$25.4K</td>
<td>5.3K</td>
<td>80.7K</td>
</tr>
<tr>
<td>AAPL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>04/25/25</td>
<td>$200.00</td>
<td>$30.5K</td>
<td>12.3K</td>
<td>23.1K</td>
</tr>
<tr>
<td>PLTR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>04/25/25</td>
<td>$100.00</td>
<td>$31.1K</td>
<td>8.5K</td>
<td>15.9K</td>
</tr>
<tr>
<td>UMC</td>
<td>PUT</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>04/17/25</td>
<td>$7.00</td>
<td>$101.2K</td>
<td>17.9K</td>
<td>6.3K</td>
</tr>
<tr>
<td>QCOM</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>05/16/25</td>
<td>$140.00</td>
<td>$34.1K</td>
<td>758</td>
<td>2.1K</td>
</tr>
<tr>
<td>FSLR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$195.00</td>
<td>$106.8K</td>
<td>100</td>
<td>1.2K</td>
</tr>
<tr>
<td>ON</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>04/25/25</td>
<td>$34.50</td>
<td>$67.7K</td>
<td>9</td>
<td>560</td>
</tr>
<tr>
<td>ARM</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$95.00</td>
<td>$47.1K</td>
<td>1.1K</td>
<td>551</td>
</tr>
<tr>
<td>MRVL</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>04/25/25</td>
<td>$50.00</td>
<td>$45.0K</td>
<td>783</td>
<td>398</td>
</tr>
<tr>
<td>CRDO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$35.00</td>
<td>$149.6K</td>
<td>37</td>
<td>392</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 trade with neutral sentiment. It expires in 7 day(s) on April 25, 2025. Parties traded 194 contract(s) at a $106.00 strike. The total cost received by the writing party (or parties) was $25.4K, with a price of $131.0 per contract. There were 5356 open contracts at this strike prior to today, and today 80731 contract(s) were bought and sold. 
• Regarding AAPL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), we observe a call option sweep with bearish sentiment. It expires in 7 day(s) on April 25, 2025. Parties traded 100 contract(s) at a $200.00 strike. This particular call needed to be split into 17 different trades to become filled. The total cost received by the writing party (or parties) was $30.5K, with a price of $305.0 per contract. There were 12329 open contracts at this strike prior to today, and today 23193 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 sweep with bullish sentiment. It expires in 7 day(s) on April 25, 2025. Parties traded 249 contract(s) at a $100.00 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 $31.1K, with a price of $125.0 per contract. There were 8596 open contracts at this strike prior to today, and today 15969 contract(s) were bought and sold. 
• Regarding UMC (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UMC#NYSE">UMC</a>), we observe a put option trade with neutral sentiment. It expires in 1 day(s) on April 17, 2025. Parties traded 4400 contract(s) at a $7.00 strike. The total cost received by the writing party (or parties) was $101.2K, with a price of $23.0 per contract. There were 17942 open contracts at this strike prior to today, and today 6399 contract(s) were bought and sold. 
• Regarding QCOM (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>), we observe a call option trade with neutral sentiment. It expires in 28 day(s) on May 16, 2025. Parties traded 55 contract(s) at a $140.00 strike. The total cost received by the writing party (or parties) was $34.1K, with a price of $620.0 per contract. There were 758 open contracts at this strike prior to today, and today 2196 contract(s) were bought and sold. 
• Regarding FSLR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FSLR#NASDAQ">FSLR</a>), we observe a call option sweep with bullish sentiment. It expires in 63 day(s) on June 20, 2025. Parties traded 1199 contract(s) at a $195.00 strike. This particular call needed to be split into 46 different trades to become filled. The total cost received by the writing party (or parties) was $106.8K, with a price of $89.0 per contract. There were 100 open contracts at this strike prior to today, and today 1211 contract(s) were bought and sold. 
• For ON (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ON#NASDAQ">ON</a>), we notice a put option sweep that happens to be bullish, expiring in 7 day(s) on April 25, 2025. This event was a transfer of 491 contract(s) at a $34.50 strike. This particular put needed to be split into 10 different trades to become filled. The total cost received by the writing party (or parties) was $67.7K, with a price of $138.0 per contract. There were 9 open contracts at this strike prior to today, and today 560 contract(s) were bought and sold. 
• For ARM (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARM#NASDAQ">ARM</a>), we notice a put option sweep that happens to be bearish, expiring in 154 day(s) on September 19, 2025. This event was a transfer of 38 contract(s) at a $95.00 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 $47.1K, with a price of $1240.0 per contract. There were 1155 open contracts at this strike prior to today, and today 551 contract(s) were bought and sold. 
• For MRVL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>), we notice a call option trade that happens to be bullish, expiring in 7 day(s) on April 25, 2025. This event was a transfer of 150 contract(s) at a $50.00 strike. The total cost received by the writing party (or parties) was $45.0K, with a price of $300.0 per contract. There were 783 open contracts at this strike prior to today, and today 398 contract(s) were bought and sold. 
• Regarding CRDO (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRDO#NASDAQ">CRDO</a>), we observe a call option sweep with bullish sentiment. It expires in 119 day(s) on August 15, 2025. Parties traded 174 contract(s) at a $35.00 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 $149.6K, with a price of $860.0 per contract. There were 37 open contracts at this strike prior to today, and today 392 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.

10 Information Technology Stocks Whale Activity In Today's Session

Financial giants have made a conspicuous bullish move on Qualcomm. Our analysis of options history for Qualcomm (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>) revealed 52 unusual trades.
Delving into the details, we found 59% of traders were bullish, while 28% showed bearish tendencies. Out of all the trades we spotted, 17 were puts, with a value of $2,377,484, and 35 were calls, valued at $3,055,321.
<h3>Projected Price Targets</h3>
Based on the trading activity, it appears that the significant investors are aiming for a price territory stretching from $105.0 to $165.0 for Qualcomm over the recent three months. 
<h3>Volume &amp; Open Interest Trends</h3>
Assessing the volume and open interest is a strategic step in options trading. These metrics shed light on the liquidity and investor interest in Qualcomm's options at specified strike prices. The forthcoming data visualizes the fluctuation in volume and open interest for both calls and puts, linked to Qualcomm's substantial trades, within a strike price spectrum from $105.0 to $165.0 over the preceding 30 days.
<h3>Qualcomm 30-Day Option Volume &amp; Interest Snapshot</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1744920045_0.png" alt="Options Call Chart" />
<h3>Biggest Options Spotted:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>QCOM</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$17.55</td>
<td>$17.5</td>
<td>$17.55</td>
<td>$150.00</td>
<td>$865.2K</td>
<td>2.5K</td>
<td align="right">499</td>
</tr>
<tr>
<td>QCOM</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/20/26</td>
<td>$19.9</td>
<td>$19.8</td>
<td>$19.85</td>
<td>$140.00</td>
<td>$198.5K</td>
<td>451</td>
<td align="right">100</td>
</tr>
<tr>
<td>QCOM</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/20/26</td>
<td>$20.2</td>
<td>$19.75</td>
<td>$19.8</td>
<td>$140.00</td>
<td>$192.0K</td>
<td>451</td>
<td align="right">197</td>
</tr>
<tr>
<td>QCOM</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>03/20/26</td>
<td>$36.8</td>
<td>$36.6</td>
<td>$36.8</td>
<td>$110.00</td>
<td>$187.6K</td>
<td>16</td>
<td align="right">502</td>
</tr>
<tr>
<td>QCOM</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>05/16/25</td>
<td>$8.45</td>
<td>$8.35</td>
<td>$8.45</td>
<td>$140.00</td>
<td>$185.0K</td>
<td>2.0K</td>
<td align="right">376</td>
</tr>
</tbody>
</table>

<h3>About Qualcomm</h3>
Qualcomm develops and licenses wireless technology and designs chips for smartphones. The company's key patents revolve around CDMA and OFDMA technologies, which are standards in wireless communications that are the backbone of all 3G, 4G, and 5G networks. Qualcomm's IP is licensed by virtually all wireless device makers. The firm is also the world's largest wireless chip vendor, supplying nearly every premier handset maker with leading-edge processors. Qualcomm also sells RF-front end modules into smartphones, as well as chips into automotive and Internet of Things markets.
After a thorough review of the options trading surrounding Qualcomm, we move to examine the company in more detail. This includes an assessment of its current market status and performance.
<h3>Where Is Qualcomm Standing Right Now?</h3>
<ul>
<li>Trading volume stands at 4,639,104, with QCOM's price up by 0.83%, positioned at $136.86.</li>
<li>RSI indicators show the stock to be is currently neutral between overbought and oversold.</li>
<li>Earnings announcement expected in 13 days.</li>
</ul>
<h3>What The Experts Say On Qualcomm</h3>
Over the past month, 2 industry analysts have shared their insights on this stock, proposing an average target price of $152.5.
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; An analyst from TD Cowen has decided to maintain their Buy rating on Qualcomm, which currently sits at a price target of $160. 
&#x2A; An analyst from Citigroup persists with their Neutral rating on Qualcomm, maintaining a target price of $145. 
Options are a riskier asset compared to just trading the stock, but they have higher profit potential. Serious options traders manage this risk by educating themselves daily, scaling in and out of trades, following more than one indicator, and following the markets closely.
If you want to stay updated on the latest options trades for Qualcomm, <a href="https://www.benzinga.com/pro/">Benzinga Pro</a> gives you real-time options trades alerts.

A Closer Look at Qualcomm's Options Market Dynamics

Congresswoman Marjorie Taylor Greene is fighting against criticism from recent stock buying activity that came shortly before <a href="https://www.benzinga.com/trading-ideas/long-ideas/25/04/44697177/marjorie-taylor-greene-buys-the-dip-congresswoman-purchases-shares-of-apple-amazon-nike-and-more-following-tariff-related-sell-off">a market rally.</a>
Here's what Greene had to say.
What Happened: Disclosures from Rep. Greene (R-Ga.) showed her <a href="https://www.benzinga.com/gov-trades/members/marjorie-taylor-greene">buying shares</a> of several stocks as the market declined on news of President Donald Trump's reciprocal tariffs, as shown on the <a href="https://www.benzinga.com/gov-trades/members/marjorie-taylor-greene">Benzinga Government Trades page.</a>
Those stocks quickly soared after Trump announced a pause to tariffs, turning Greene's investment of $21,000 to $315,000 into a quickly profitable one that drew attention from many accounts that follow Congress trading activity.
Greene bought shares of technology stocks like Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), Amazon.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), NVIDIA Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and Qualcomm Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>) that were hurt by potential tariffs. Greene also disclosed buying Nike Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NKE#NYSE">NKE</a>) and Lululemon Athletica (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LULU#NASDAQ">LULU</a>) shares, which soared after Trump paused tariffs.
Greene took pride in her transactions, despite other members of Congress calling for an investigation into whether Trump and his allies participated in insider trading.
"I think that criticism is laughable. President Trump has been talking about tariffs for decades," Greene told reporters when asked about the trades at a recent town hall event in Georgia in a clip <a href="https://x.com/unusual_whales/status/1912456434081480777">shared </a>by Unusual Whales. The Congresswoman used the opportunity to boast about her stock performance, which ranked her as one of the top trading members of Congress in 2024.
"I don't place my buys and sells,&#8221; Greene said, citing an agreement she has with her portfolio manager, who handles all the buying and selling of stocks. "He did a great job. Guess what he did. He bought the dip. And that's what anybody that has financial sense does.&#8221;
Greene also said her portfolio manager did not have inside information, everything was public and a potential tariff pause wasn't a secret.
Read Also: <a href="https://www.benzinga.com/25/01/42860759/10-best-stock-traders-in-congress-in-2024-where-do-nancy-pelosi-pete-sessions-susan-collins-marjorie-taylor-greene-rank">Top 10 Stock Traders In Congress For 2024: How Nancy Pelosi, Pete Sessions, Susan Collins, Marjorie Taylor Greene Rank</a>
Why It's Important: Greene is Trump&#8217;s close ally. The timing of the buys shortly before the tariff pause was announced has raised red flags.
Rep. Hakeem Jeffries (D-N.Y.) <a href="https://www.benzinga.com/markets/25/04/44806734/marjorie-taylor-greene-made-large-stock-purchases-ahead-of-trumps-90-day-tariff-pause-hakeem-jeffries-calls-it-problematic">urged a ban</a> on stock trading by members of Congress after news of Greene's trades circulated.
"We obviously continue to highlight while this is problematic," Jeffries told MSNBC.
Several Congress members have <a href="https://www.benzinga.com/general/politics/24/05/39096827/exclusive-khanna-says-shameful-congress-members-profited-from-stocks-calls-for-trading-ban-makin">called for a ban </a>on the buying and selling on stocks and options by members of Congress, but the item has not been voted on in recent years.
Greene went several years without disclosing stock purchases before unveiling a handful in 2024 in May 2024. That disclosure has been followed up with trades every month or two, including the most recent trades.
As Benzinga previously reported, several of Greene's trades could be problematic given the timing and her committee assignments.
Greene <a href="https://www.benzinga.com/25/03/44255172/marjorie-taylor-greene-buys-more-bitcoin-etf-shares-ahead-of-trumps-strategic-reserve-executive-order">disclosed buying shares </a>of the iShares Bitcoin Trust (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/IBIT#NASDAQ">IBIT</a>) ETF shortly before Trump announced he would make a Bitcoin Strategic Reserve.
Greene also disclosed buying shares of Palantir Technologies (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>) earlier this year. Greene serves on the Subcommittee on Counterterrorism and Intelligence under the House Committee on Homeland Security. Palantir is the recipient of government contracts related to Homeland Security. Critics argue that Greene and other members of Congress could have access to inside information from committee assignments and new contracts before they are made public.
While Greene insists she does not have prior knowledge of what stocks her portfolio manager bought or why he was able to time the bottom so perfectly, increased public pressure could lead to more discussion of banning Congress from trading in the future.
Did You Know?
<ul>
<li>Congress Is Making Huge Investments. <a href="https://www.benzinga.com/gov-trades/?utm_source=BZprocontent041625">Get Tips On What They Bought And Sold With Our Easy-to-Use Tool</a></li>
</ul>
<figure class="wp-block-image size-large"><a href="https://www.benzinga.com/gov-trades/?utm_source=BZprocontent041625"><img loading="lazy" decoding="async" width="1024" height="330" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/16150129/Picture1-1024x330.png" alt="" class="wp-image-875130" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/16150129/Picture1-1024x330.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/16150129/Picture1-300x97.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/16150129/Picture1-768x248.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/16150129/Picture1.png 1430w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
Image: Shutterstock

Politics

AMZN

IBIT

LULU

Marjorie Taylor Greene Brushes Off Stock Buying Criticism, Says Portfolio Manager 'Bought The Dip'

Chip stocks are sliding Wednesday after NVIDIA Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) announced that the U.S. government will start requiring a license to <a href="https://www.benzinga.com/news/global/25/04/44828742/nvidia-stock-is-tumbling-after-hours-heres-why">export chips to China</a>. 
What Happened: In a regulatory filing late Tuesday, Nvidia said the U.S. government contacted the company on April 9, informing the chipmaker that it will need a license to sell H20 chips to China.
The filing also states that a license will be required for any other circuits achieving the H20&#8217;s memory bandwidth, interconnect bandwidth, or a combination thereof.
Nvidia shares tumbled on the news, dragging down several other chip stocks with it. The VanEck Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMH#NASDAQ">SMH</a>) was down about 3.75% at the time of writing Wednesday morning, according to <a href="http://pro.benzinga.com">Benzinga Pro</a>.
Here&#8217;s a look at some of the semiconductor names moving lower on Wednesday:
<ul>
<li>Advanced Micro Devices, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>)</li>
</ul>
<ul>
<li>ASML Holding N.V. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASML#NASDAQ">ASML</a>)</li>
</ul>
<ul>
<li>Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>)</li>
</ul>
<ul>
<li>Broadcom Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>)</li>
</ul>
<ul>
<li>QUALCOMM Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>)</li>
</ul>
<ul>
<li>Applied Materials Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMAT#NASDAQ">AMAT</a>)</li>
</ul>
<ul>
<li>Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>)</li>
</ul>
<ul>
<li>Micron Technology Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>)</li>
</ul>
The license requirement will be in effect for the indefinite future in an effort to address risks associated with the potential for China to use the products for a supercomputer. 
As a result of the restrictions, Nvidia said it expects its first-quarter financial results to include up to $5.5 billion of charges associated with H20 products held in inventory. 
AMD also said in a filing Wednesday morning that the new export controls on chips could result in charges of up to approximately $800 million related to inventory and purchase commitments. 
ASML, the largest supplier of chipmaking equipment, reported <a href="https://www.benzinga.com/25/04/44833646/from-parts-to-profits-tariffs-have-a-4x-hit-on-asmls-bottom-line-says-cfo">first-quarter results</a> before the market open on Wednesday. The company warned that tariffs have increased uncertainty surrounding the company&#8217;s outlook, which may be adding to the weakness across the board. 
&#8220;Our conversations so far with customers support our expectation that 2025 and 2026 will be growth years. However, the recent tariff announcements have increased uncertainty in the macro environment and the situation will remain dynamic for a while,&#8221; ASML CEO Christophe Fouquet said.
BofA Securities <a href="https://www.benzinga.com/analyst-stock-ratings">cut price targets</a> on several semiconductor names Wednesday morning due to potential impacts of tariffs. 
The new chip license requirement is the latest in an intensifying <a href="https://www.benzinga.com/markets/25/04/44806095/as-xi-jinping-urges-vietnam-to-stand-against-unilateral-bullying-trump-labels-the-meeting-a-plan-to-screw-the-united-states-of-america" target="_blank" rel="noreferrer noopener">trade war with China</a>. The Trump administration paused reciprocal tariffs for most countries last week, but ramped up tariffs on China. China responded with 125% retaliatory tariffs on American goods over the weekend.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/25/04/44830391/us-stock-futures-nikkei-slip-amid-fresh-nvidia-headwinds-dollar-continues-to-lose-steam">US Stock Futures, Nikkei Slip Amid Fresh Nvidia Headwinds: Dollar Continues To Lose Steam</a></li>
</ul>
Photo: <a href="https://www.shutterstock.com/g/yakobchuk">AKOBCHUK V</a>/Shutterstock.

Global

ASML

Chip Stocks Are Facing Selling Pressure Wednesday: Here's Why

CAMT

FORM

LRCX

RGTI

Shares of chip stocks are trading lower after NVIDIA said it was recently informed by the US government that it will need a license to export chips to China. Additionally, warned that tariffs have increased uncertainty surrounding the company's outlook, which may be adding to the weakness across the board.

NVIDIA Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) stock has had a mixed 2025 with several boosts related to keynote speeches given by CEO Jensen Huang, including an all-time high around his<a href="https://www.benzinga.com/top-stories/25/03/44313558/nvidia-stock-reached-all-time-highs-after-jensen-huangs-ces-keynote-will-next-weeks-gtc-spark-another-surge"> keynote at CES.</a>
Investors will likely be hoping for another strong keynote from Huang in May at an upcoming conference.
What Happened: Huang announced several product updates, roadmap updates<a href="https://www.benzinga.com/tech/25/03/44383445/nvidia-ceo-jensen-huang-announces-gm-partnership-the-time-for-autonomous-vehicles-has-arrived"> and a partnership </a>with General Motors Company at Nvidia's GPU Technology Conference in March.
While those items weren't enough to lift Nvidia stock to all-time highs, shareholders could have another potential catalyst on the docket for Sunday, May 18.
Huang will be one of the keynote <a href="https://www.prnewswire.com/news-releases/nvidia-ceo-jensen-huang-will-deliver-first-keynote-at-computex-2025-sharing-latest-ai-advancements-and-breakthroughs-302398053.html">speakers </a>at COMPUTEX 2025, a <a href="https://events.computextaipei.com.tw/en/Keynote.aspx">conference </a>sponsored by the Taiwan External Trade Development Council that will take place at the Taipei Music Center.
The Nvidia CEO will be the first featured keynote at the event with a livestream at 11 a.m. local time Monday, May 19 (Sunday, May 18, 8 p.m. PT).
Huang will outline Nvidia's latest advancements and breakthroughs in artificial intelligence and accelerated computing technologies, according to a news announcement.
"As a leader in AI, NVIDIA continues to push the boundaries of innovation in accelerated computing, physical AI, agentic AI, and scientific discovery – turning yesterday's impossibilities into today's reality," the announcement reads.
COMPUTEX 2025, with the theme "AI Next," will focus on the three major themes of AI and robotics, Next-Gen Tech, and Future Mobility. The event will take place in Taiwan from May 20 to May 23.
Qualcomm (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>) CEO Cristiano Amon, HonHai (Foxconn) chairman Young Liu, MediaTek CEO Dr. Rick Tsai and NXP Semiconductors (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NXPI#NASDAQ">NXPI</a>) executive VP Jens Hinrichsen will also give keynote speeches at COMPUTEX 2025.
Read Also: <a href="https://www.benzinga.com/news/earnings/25/02/43991607/nvidia-q4-earnings-highlights-revenue-beat-eps-beat-demand-for-blackwell-is-amazing">Nvidia Q4 Earnings Highlights: Revenue Beat, EPS Beat, &#8216;Demand For Blackwell Is Amazing&#8217;</a>
Why It's Important: Huang's keynote comes as Nvidia is expected to report first-quarter financial results in late May, around the conference dates. This could mean Nvidia investors have several catalysts that will happen quickly.
With the speech taking place in Taiwan and the time zone making it happen on a Sunday when the markets are closed, the stock could get an early boost on Monday, May 19, depending on what Huang says.
On Tuesday, Nvidia <a href="https://www.nvidia.com/en-gb/geforce/news/rtx-5060-desktop-family-laptop-5060-coming-soon/">announced </a>the latest updates to the GeForce RTX 5060 Desktop Family. The RTX 5060 Ti will be available on April 16 for $379, and the RTX 5060 for Laptops will be available in May for $299.
"NVIDIA is the world leader in graphics and AI, and our goal with GeForce RTX is and has always been to advance the state-of-the-art in real-time computer graphics," the company said.
NVDA Price Action: Nvidia stock traded at $111.22 on Tuesday versus a 52-week trading range of $75.61 to $153.13. Nvidia stock is down 19.5% year-to-date in 2025, while shares remain up 29.5% over the last year.
Read Next: 
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</ul>
Photo: Shutterstock

Events

Nvidia Stock Could Get Boost From Another Jensen Huang Keynote Speech: Here's The Date And Details

Rep. Marjorie Taylor Greene (R-Ga.) disclosed her significant stock purchases made just before and on the day of President Donald Trump&#8216;s announcement to pause global tariffs. This announcement had a substantial impact on the stock market.
What Happened: Based on the information disclosed to the House, Greene bought stocks valued between $21,000 and $315,000 on April 8 and 9. On April 8, she also sold Treasury bills worth between $50,000 and $100,000, according to the<a href="https://www.benzinga.com/gov-trades/members/marjorie-taylor-greene" target="_blank" rel="noreferrer noopener">&nbsp;Benzinga Government Trades tracker.</a>
Greene&#8217;s stock purchases included shares in several companies, such as&nbsp;Apple Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), which has since appreciated by approximately 5%. She also invested in other tech firms, energy companies like&nbsp;Devon Energy Corporation&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DVN#NYSE">DVN</a>), and pharmaceutical giant&nbsp;Merck &amp; Company&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MRK#NYSE">MRK</a>).
On April 8, Greene bought stocks in&nbsp;Palantir Technologies Inc.&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NYSE">PLTR</a>) and&nbsp;Advanced Micro Devices, Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>). These transactions occurred&nbsp;as government bond yields were&nbsp;on the rise amidst the tariff turmoil.
Here's a look at the stocks Greene purchased during the period:
<ul>
<li>Adobe Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ADBE#NASDAQ">ADBE</a>)</li>
<li>Advanced Micro Devices (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>)</li>
<li>Amazon Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>)</li>
<li>Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>)</li>
<li>Applied Materials Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMAT#NASDAQ">AMAT</a>)</li>
<li>ASML Holding N.V (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASML#NASDAQ">ASML</a>)</li>
<li>Blackstone Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BX#NYSE">BX</a>)</li>
<li>Cummins Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMI#NYSE">CMI</a>)</li>
<li>Devon Energy Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DVN#NYSE">DVN</a>)</li>
<li>FedEx Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FDX#NYSE">FDX</a>)</li>
<li>JP Morgan Chase (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JPM#NYSE">JPM</a>)</li>
<li>Merck &amp; Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MRK#NYSE">MRK</a>)</li>
<li>Nike Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NKE#NYSE">NKE</a>)</li>
<li>NVIDIA Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)</li>
<li>Palantir Technologies (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>)</li>
<li>Qualcomm Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>)</li>
<li>Southern Copper Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SCCO#NYSE">SCCO</a>)</li>
<li>Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>)</li>
</ul>
SEE ALSO:&nbsp;<a href="https://benzinga.com/markets/equities/25/04/44805507/jensen-huang-praised-by-trump-nvidia-wouldnt-be-doing-500-billion-ai-infrastructure-commitment-w" target="_blank" rel="noreferrer noopener">Jensen Huang Praised By Trump: Nvidia &#8216;Wouldn&#8217;t Be Doing&#8217; $500 Billion AI Infrastructure Commitment Without Tariffs</a>
Why It Matters: Greene&#8217;s stock trades have raised eyebrows, especially considering the timing of her purchases. The trades coincided with former President Trump&#8217;s tariff pause announcement, which led to a significant surge in the stock market. 
This has led to calls for an investigation into potential insider trading related to President Trump&#8217;s market communications before the tariff pause announcement. Key Democratic lawmakers, including Rep. Adam Schiff (D-Calif.) and Sen. Elizabeth Warren (D-Mass.), have expressed concerns about possible corruption. Schiff and Warren pointed out a post on Truth Social where Trump<a href="https://www.benzinga.com/markets/25/04/44747573/adam-schiff-and-elizabeth-warren-call-for-investigation-into-possible-insider-trading-by-trump-allie"> encouraged buying stocks</a> just hours before the tariff pause announcement that sent markets soaring.
Rep. Hakeem Jeffries of New York&nbsp;urged a ban on stock trading by members of Congress following the revelation of Ms. Greene's investment activities. He told <a href="https://jeffries.house.gov/2025/04/14/leader-jeffries-we-are-going-to-hold-republicans-accountable-for-any-effort-to-dismantle-social-security/">MSNBC </a>on Monday, "We obviously have to continue to highlight why this is problematic."
<ul>
<li>READ MORE:&nbsp;<a href="https://benzinga.com/tech/25/04/44804849/amazon-founder-jeff-bezos-once-made-his-grandmother-cry-trying-to-show-off-his-math-skills-that-day-his-gran" target="_blank" rel="noreferrer noopener">Amazon Founder Jeff Bezos Once Made His Grandmother Cry Trying To Show Off His Math Skills — That Day, His Grandfather Gave Him A Life-Changing Piece Of Wisdom</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.

ADBE

SCCO

TSLA

Marjorie Taylor Greene Made Large Stock Purchases Ahead Of Trump's 90-Day Tariff Pause: Hakeem Jeffries Calls It 'Problematic'

On Friday, China's General Administration of Customs implemented a new rule that determines the country of origin for semiconductor products based on the location of wafer fabrication — not where the chips are designed, developed, or packaged.
What Happened: As a result of this development, chips designed by U.S.-based companies like Nvidia Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Advanced Micro Devices (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), and Qualcomm Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>) but manufactured by foundries in Taiwan, such as Taiwan Semiconductor Manufactoring Co. Ltd (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) and United Microelectronics Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UMC#NYSE">UMC</a>), will be exempt from <a href="https://www.benzinga.com/markets/25/04/44756353/xi-jinping-says-there-are-no-winners-in-tariff-war-as-china-slaps-125-tariffs-on-us-goods-urges-trump-to-immediately-correct-wrongdoings">China's 125% retaliatory tariffs</a> on U.S. imports, <a href="https://www.tomshardware.com/tech-industry/chinas-new-semiconductor-rule-spares-taiwan-fabs-punishes-intel-globalfoundries-and-texas-instruments">reported</a> Tom's Hardware.
However, this rule delivers a blow to U.S. chipmakers like Intel Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), GlobalFoundries (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GFS#NASDAQ">GFS</a>), and Texas Instruments (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TXN#NASDAQ">TXN</a>), which fabricate their chips domestically.
Products from these companies will now face the full brunt of China&#8217;s import tariffs, dramatically impacting their competitiveness in the Chinese market.
See Also: <a href="https://www.benzinga.com/tech/25/04/44630304/qualcomm-expands-ai-ambitions-with-acquisition-of-vinais-generative-ai-division">Qualcomm Expands AI Ambitions With Acquisition of VinAI&#8217;s Generative AI Division</a>
The China Semiconductor Industry Association (CSIA) issued a notice clarifying that the "country of origin" for all chips — packaged or unpackaged — will be based solely on where the wafers were processed.
Because China considers Taiwan part of its own territory, chips produced in Taiwanese fabs are not subject to the punitive tariffs, even if designed and sold by American firms.
<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">BIG: &quot;China Semiconductor Industry Association Issues Urgent Notice on Rules for Determining the &#39;Country of Origin&#39; of Semiconductor Products&quot; The China Semiconductor Industry Association has issued an urgent notice regarding the rules for determining the &quot;country of origin&quot; of… <a href="https://t.co/41JJL0fdg5">pic.twitter.com/41JJL0fdg5</a>
&mdash; Ray Wang (@rwang07) <a href="https://twitter.com/rwang07/status/1910532580861935953?ref_src=twsrc%5Etfw">April 11, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
Why It Matters: This change effectively divides U.S. semiconductor firms into winners and losers. Designers like Nvidia, AMD, Broadcom Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), and Qualcomm benefit from outsourcing production to Taiwan, which keeps their products tariff-free and their access to China intact.
Meanwhile, chipmakers with U.S.-based fabrication operations—such as Intel's fabs in Arizona and Oregon and GlobalFoundries' Fab 8 in New York—are now disadvantaged.
The rule bolsters China's geopolitical stance by treating Taiwan as a domestic supplier and incentivizes more outsourcing to Taiwanese and Chinese foundries, the report noted.
It may also redirect chip business away from U.S. fabs, pushing global firms to avoid sourcing from the U.S. to sidestep tariffs.
In a note released Thursday, Goldman Sachs economists, led by Andrew Tilton, warned that the abrupt hike in U.S. tariffs on Chinese imports — raised to 125% as of April 9 — could significantly impact China's economy and put as many as 20 million export-related jobs at risk.
Qualcomm has a growth score of 60.95, according to Benzinga Edge Stock Rankings. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">Click here to see how it stacks up against</a> companies like Nvidia, AMD, TSMC, Intel, and others.
<figure class="wp-block-image aligncenter size-full is-resized"><a href="https://www.benzinga.com/quote/QCOM"><img decoding="async" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/12020305/Screenshot-2025-04-12-at-11.32.55%E2%80%AFAM.png" alt="" class="wp-image-868815" style="width:420px;height:auto" /></a></figure>
Read Next:
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</ul>
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: Shutterstock

Trump Tariff Wars: China's New Rule To Exempt Nvidia, Qualcomm And Others From Levies, But These Chip Companies Will Be Hit With 125% Tariffs

South Korean AI hardware startup FuriosaAI has made waves in the global semiconductor industry after reportedly turning down an $800 million acquisition offer from Meta (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>).
The decision shows the startup's ambition to remain independent and compete directly in the rapidly evolving <a href="https://www.benzinga.com/markets/emerging-markets/25/03/44229408/alibaba-unveils-new-ai-chip-to-power-chinas-open-source-tech-push-challenge-us-chip-gian">AI chip</a> market dominated by NVIDIA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and increasingly encroached on by tech giants like Alphabet (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>, GOOG)) and Microsoft (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>).
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<li>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>.</li>
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</ul>
<h2 class="wp-block-heading">Meta's $800 Million Power Play Rejected</h2>
Meta initially called FuriosaAI after months of evaluating potential acquisition targets earlier this year. While Meta&#8217;s offer was around $300 million more than FuriosaAI's estimated market value, negotiations collapsed over differences of opinion about the company's future direction and post-acquisition structure, according to a report by<a href="https://www.mk.co.kr/news/it/11271852"> Maeil Business Newspaper.</a>
&#8220;Since October of last year, Meta had been looking at several AI semiconductor companies in the U.S. and Israel, and finally made FuriosaAI a viable acquisition target and negotiated it since the beginning of the year," an insider reportedly told <a href="https://www.mk.co.kr/en/it/11271852">Maeil Business Newspaper</a>.&nbsp;
<h2 class="wp-block-heading">Inside South Korea's AI Chip Trailblazer</h2>
FuriosaAI, founded in 2017 by CEO June Paik, specializes in designing AI inference chips for high-performance applications as a power-efficient alternative to power-hungry GPUs. The company has about 140 employees, with more than 90% of them working in the development department. The team also includes veterans from Qualcomm (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>), Samsung, and <a href="https://www.benzinga.com/25/04/44685818/nvidia-and-google-bet-big-on-quantum-ai-with-150m-investment-in-sandboxaq-raising-series-e-round-to-450-million">Google</a>.
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>
The startup's main product, RNGD (pronounced &#8220;Renegade&#8221;), is already getting serious hardware buzz. Launched at Hot Chips 2024, the RNGD chip is built on TSMC&#8217;s 5nm process and features dual HBM3 memory, achieving roughly twice the efficiency of traditional GPUs at just one-fourth of the power. In a world where energy-hungry AI models are growing fast, that's a pitch with global reach.
FuriosaAI has already found some notable partners, and production of RNGD is anticipated to start in the latter part of this year. According to <a href="https://www.mk.co.kr/news/it/11271852">Maeil Business Newspaper</a>, LG AI Research and Saudi Aramco are two of the companies that have signed up to test RNGD's capabilities.
FuriosaAI has raised about $52 million in funding by now, allowing it to develop the exceptional chips and laying the groundwork in place for mass production. While this figure is nothing compared to the tens of billions raised by some of the Silicon Valley dynamos, FuriosaAI&#8217;s recent moves have cemented its place on the map.
See Also: <a href="https://www.benzinga.com/money/vatom-adv">Invest in the Future of Digital Engagement. Own a Piece of the $100 Billion Metaverse Today for Just $500.</a>
<h2 class="wp-block-heading">Independent in a Chip War Era</h2>
The startup's determination to remain independent could signal bigger changes in the AI hardware ecosystem. Like the other hyperscalers, Meta is trying to reduce dependence on Nvidia's dominant chips by building or buying alternative solutions. But with specialized AI inference hardware in rising demand, startups such as FuriosaAI are increasingly unwilling to give up autonomy since they&#8217;re powered by next-generation innovation and deep technical know-how.
&#8220;Nvidia's dominance cannot last forever. There is a strong push to establish an alternative semiconductor ecosystem," CEO Paik said in an interview with <a href="https://www.kedglobal.com/mergers-acquisitions/newsView/ked202502120005">The Korea Economic Daily</a> in October. &#8220;Nvidia&#8217;s AI accelerators such as the H100 graphic processing units, sought after by companies, are in short supply and too expensive.&#8221;
FuriosaAI's decision to remain solo could turn out to be prescient. While Meta and other players are scrambling to build out vertically integrated AI stacks, the startup is going its own way, potentially redefining what it means to be a leader in AI hardware post-GPU.
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GOOGL

FuriosaAI Turns Down Meta's $800M Bid To Go Rogue With RNGD, As AI Chip War Between Nvidia, Google, And Meta Heats Up

Ratings for Qualcomm (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>) were provided by 8 analysts in the past three months, showcasing a mix of bullish and bearish perspectives.
The table below provides a snapshot of their recent ratings, showcasing how sentiments have evolved over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">3</td>
<td align="right">2</td>
<td align="right">3</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">2</td>
<td align="right">2</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Analysts have recently evaluated Qualcomm and provided 12-month price targets. The average target is $188.62, accompanied by a high estimate of $250.00 and a low estimate of $145.00. A 7.65% drop is evident in the current average compared to the previous average price target of $204.25. 
<img src="https://www.benzinga.com/files/images/story/2025/1744408817_0.png" alt="price target chart" />
<h2>Breaking Down Analyst Ratings: A Detailed Examination</h2>
The standing of Qualcomm among financial experts becomes clear with a thorough analysis of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
&#x7C; Analyst &#x7C; Analyst Firm &#x7C; Action Taken &#x7C; Rating &#x7C;Current Price Target&#x7C; Prior Price Target &#x7C; 
&#x7C;--------------------&#x7C;--------------------&#x7C;---------------&#x7C;---------------&#x7C;--------------------&#x7C;--------------------&#x7C; 
&#x7C;Christopher Danely &#x7C;Citigroup &#x7C;Lowers &#x7C;Neutral &#x7C; $145.00&#x7C;$185.00 &#x7C; 
&#x7C;Joshua Buchalter &#x7C;TD Cowen &#x7C;Lowers &#x7C;Buy &#x7C; $160.00&#x7C;$195.00 &#x7C; 
&#x7C;Cody Acree &#x7C;Benchmark &#x7C;Maintains &#x7C;Buy &#x7C; $240.00&#x7C;$240.00 &#x7C; 
&#x7C;Mark Lipacis &#x7C;Evercore ISI Group &#x7C;Lowers &#x7C;In-Line &#x7C; $179.00&#x7C;$199.00 &#x7C; 
&#x7C;Matthew Prisco &#x7C;Cantor Fitzgerald &#x7C;Maintains &#x7C;Neutral &#x7C; $160.00&#x7C;$160.00 &#x7C; 
&#x7C;Harsh Kumar &#x7C;Piper Sandler &#x7C;Lowers &#x7C;Overweight &#x7C; $190.00&#x7C;$205.00 &#x7C; 
&#x7C;Kevin Cassidy &#x7C;Rosenblatt &#x7C;Maintains &#x7C;Buy &#x7C; $250.00&#x7C;$250.00 &#x7C; 
&#x7C;Tom O'Malley &#x7C;Barclays &#x7C;Lowers &#x7C;Overweight &#x7C; $185.00&#x7C;$200.00 &#x7C;
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Responding to changing market dynamics and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their response to recent developments related to Qualcomm. This offers insight into analysts' perspectives on the current state of the company.</li>
<li>Rating: Analyzing trends, analysts offer qualitative evaluations, ranging from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Qualcomm compared to the broader market.</li>
<li>Price Targets: Gaining insights, analysts provide estimates for the future value of Qualcomm's stock. This comparison reveals trends in analysts' expectations over time.</li>
</ul>
Capture valuable insights into Qualcomm's market standing by understanding these analyst evaluations alongside pertinent financial indicators. Stay informed and make strategic decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/QCOM/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on Qualcomm analyst ratings.</a>
<h2>Get to Know Qualcomm Better</h2>
Qualcomm develops and licenses wireless technology and designs chips for smartphones. The company's key patents revolve around CDMA and OFDMA technologies, which are standards in wireless communications that are the backbone of all 3G, 4G, and 5G networks. Qualcomm's IP is licensed by virtually all wireless device makers. The firm is also the world's largest wireless chip vendor, supplying nearly every premier handset maker with leading-edge processors. Qualcomm also sells RF-front end modules into smartphones, as well as chips into automotive and Internet of Things markets.
<h3>Financial Milestones: Qualcomm's Journey</h3>
Market Capitalization Perspectives: The company's market capitalization falls below industry averages, signaling a relatively smaller size compared to peers. This positioning may be influenced by factors such as perceived growth potential or operational scale.
Revenue Growth: Over the 3M period, Qualcomm showcased positive performance, achieving a revenue growth rate of 17.45% as of 31 December, 2024. This reflects a substantial increase in the company's top-line earnings. When compared to others in the Information Technology sector, the company faces challenges, achieving a growth rate lower than the average among peers.
Net Margin: Qualcomm's net margin surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 27.25% net margin, the company effectively manages costs and achieves strong profitability.
Return on Equity (ROE): Qualcomm's ROE excels beyond industry benchmarks, reaching 11.97%. This signifies robust financial management and efficient use of shareholder equity capital.
Return on Assets (ROA): Qualcomm's ROA surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 5.74% ROA, the company effectively utilizes its assets for optimal returns.
Debt Management: Qualcomm's debt-to-equity ratio is notably higher than the industry average. With a ratio of 0.54, the company relies more heavily on borrowed funds, indicating a higher level of financial risk.
<h2>The Significance of Analyst Ratings Explained</h2>
Ratings come from analysts, or specialists within banking and financial systems that report for specific stocks or defined sectors (typically once per quarter for each stock). Analysts usually derive their information from company conference calls and meetings, financial statements, and conversations with important insiders to reach their decisions.
Some analysts publish their predictions for metrics such as growth estimates, earnings, and revenue to provide additional guidance with their ratings. When using analyst ratings, it is important to keep in mind that stock and sector analysts are also human and are only offering their opinions to investors.
If you want to keep track of which analysts are outperforming others, you can view updated analyst ratings along withanalyst success scores in <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>.
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This article was generated by Benzinga's automated content engine and reviewed by an editor.

Analyst Ratings

Demystifying Qualcomm: Insights From 8 Analyst Reviews

Citigroup analyst Christopher Danely maintains Qualcomm (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>) with a Neutral and lowers the price target from $185 to $145.

Price Target

Citigroup Maintains Neutral on Qualcomm, Lowers Price Target to $145

Shares of chip stocks are trading higher as stocks rebound amid overall market volatility as investors assess this week's tariff developments. Additionally, China announced tariffs on US-made chips but those outsourcing to Taiwan Semiconductor were exempted.

China&#8217;s retaliatory tariffs on U.S. imports seek to relieve <a target="_blank" href="https://www.benzinga.com/topic/chip-stocks" rel="noreferrer noopener">U.S. chipmakers that</a> outsource manufacturing, Reuters reported Friday, citing the China Semiconductor Industry Association (CSIA).
For U.S. chip designers such as Qualcomm Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>) and Advanced Micro Devices, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) that outsource manufacturing to Taiwanese contract chipmaker Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), Chinese customs authorities will classify these chips&#8217; place of origin as Taiwan, exempting them of China&#8217;s retaliatory tariffs on U.S. imports, Reuters cited EETop. 
AMD and Taiwan Semiconductor stocks gained on Friday after the update.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/04/44744276/amazon-cancels-china-orders-as-tariffs-bite-vendors-to-hike-us-prices" rel="noreferrer noopener">Amazon Cancels Some China Orders After Tariffs, Vendors To Hike US Prices</a>
Meanwhile, Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), Texas Instruments Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TXN#NASDAQ">TXN</a>), Analog Devices, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ADI#NASDAQ">ADI</a>), and ON Semiconductor Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ON#NASDAQ">ON</a>), which operate their U.S.-based fabs could be liable for tariff rates of 84% or higher as per CSIA. The update sent the stock prices sliding on Friday.
Beijing on Friday retaliated against the 145% U.S. tariff duties by increasing its tariffs on U.S. imports to 125%.
Also, this week, Trump&nbsp;<a target="_blank" href="https://www.benzinga.com/news/large-cap/25/04/44725578/technology-stocks-outperform-after-trumps-tariff-pause-microchip-technology-amd-lead-sector-higher" rel="noreferrer noopener">announced that he</a> would pause tariffs on countries that have not retaliated against U.S. trade measures for 90 days.
Wedbush&#8217;s&nbsp;Dan Ives&nbsp;expected&nbsp;&#8220;massive negotiations&#8221; and highlighted China as the &#8220;biggest wild card&#8221; for markets.&nbsp;
Taiwan Semiconductor <a target="_blank" href="https://www.benzinga.com/25/04/44732800/taiwan-semiconductor-reports-255-billion-q1-revenue-surges-42-in-despite-us-tensions" rel="noreferrer noopener">launched an additional</a> $100 billion&nbsp;investment&nbsp;in U.S. chipmaking (on top of $65 billion in April 2024) to escape Trump&#8217;s wrath for allegedly &#8220;stealing&#8221; the U.S. semiconductor business, leading to massive trade deficits for Washington.
Trump also criticized Taiwan for its lack of a defense treaty, as the U.S. is a key military backer of Taiwan. The President suggested scrapping U.S. subsidies to chipmakers like Taiwan Semiconductor to build fabs in the country to boost its semiconductor position.
Price Action: INTC is down 3.24% to $19.24 and TSM is up 3.96% to $156.95 at the last check on Friday.
Read Next:
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<li><a href="https://www.benzinga.com/government/regulations/25/04/44761003/sony-nintendo-hike-console-prices-as-us-tariffs-bite-microsoft-may-dodge-the-hit" target="_blank" rel="noreferrer noopener">Sony, Nintendo Hike Console Prices As US Tariffs Bite, Microsoft May Dodge The Hit</a></li>
</ul>
Photo via Shutterstock

China Hits US-Made Chips With Tariffs, But Those Outsourcing To Taiwan Semiconductor Exempt

Stocks staged a ferocious <a href="https://www.benzinga.com/economics/macro-economic-events/25/04/44720903/nasdaq-100-eyes-strongest-day-since-2008-as-magnificent-seven-add-15-trillion-in-historic-market-rally">rally</a> on Wednesday after President Donald Trump <a href="https://www.benzinga.com/25/04/44729384/trump-pauses-tariffs-after-yields-surge-bond-vigilantes-hit-another-homerun-experts-point-to-bond-market-panic-for-reversal">reversed his ‘reciprocal' tariff policy</a> in response to plummeting markets and alarming bond market activity. 
While most countries are now exempt from the steepest import taxes, a 10% flat tariff remains in effect, and the tariffs on China have increased to 145%.
However, bond yields remain high, and stocks remain significantly below the all-time highs set in February, then fell again on Wednesday. Uncertainty continues to dominate the markets, and the risk of recession remains elevated.
It&#8217;s a great time to invest in dividends rather than capital gains. You can do that while still investing in tech stocks.
Here are five great tech stocks paying huge dividends.
Now, tech stocks aren't usually considered dividend payers, but there are a few with relatively sturdy payouts that investors can use to ride out this storm of uncertainty.
Today, we've compiled a list of four tech companies that have been raising their dividend payouts for at least 10 years. Each company has a dividend yield of at least 2%, a manageable payout rate, fair valuation, and a path to avoiding the most stringent tariffs currently being levied on China.
<h2 class="wp-block-heading">Avnet Inc.&nbsp;</h2>
Avnet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVT#NASDAQ">AVT</a>) is a distributor of electronic components, including semiconductors, active and passive components, and other electromechanical parts, as well as design solutions and technical training. The company operates on every continent except Antarctica and is the largest chip distributor in Europe. Avnet's vast market reach should help it avoid the worst of the tariffs, and its valuation looks appealing following a rough showing in 2024.
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcmcfLl3ZsWWHoGtw6seHhwWx95e7BOQptusKU6TvTEPpdOGv-20E1IHbachpysrHEXFOZ-p49dyxIX1H8kAmlmUaMxLnRWNPylAaClRBflOb2ddtsMzixfSGXQB60-0pBxMRyz?key=2e8fRf9pKK3lM-HifJLKLjPq" alt="" /></figure>
AVT shares are still underwater for 2025, but the stock trades at just 8.3 times forward earnings with a 0.18 Price-to-Sales (P/S) ratio. The dividend yield is currently 3.17%, and the payout rate is just 37%. Avnet has raised its annual dividend payout for 12 consecutive years and the 12% annualized growth rate over the last three years. The stock also has a 91.81 Value score from Benzinga Edge ratings, indicating a potentially undervalued company with a steady dividend.
<h2 class="wp-block-heading">Cisco Systems</h2>
Cisco Systems (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>) was the poster child of the dot-com bubble excess as its market cap rose above $500 billion by the turn of the millennium &#8211; a number it's never come close to reaching in the two-plus decades since. It's also been 25 years since the stock made a new all-time high over $77 per share (split-adjusted), although it came close in January this year when shares topped $66. Cisco will never dominate the tech landscape like it did during the dot-com years, but that doesn't mean it&#8217;s still an uninvestable company.
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXe5fyzjG6ZB1JA5EMH2BVYHKTjMKC4q4JXlzZ3QaOcIdU6E-qoe_28yCwg-P_QCmTOtPBSwPtFXGwUhEgSqtP_SwP43WBoa5sUMgEQbFuuLowQNwHAyiQ_PRzm95261khbqW2tIXA?key=2e8fRf9pKK3lM-HifJLKLjPq" alt="" /></figure>
Cisco currently yields 3.08% with a 12-year history of raising annual payouts. The dividend payout rate (DPR) is relatively high at 71%, but it&#8217;s still sustainable for a company that sells as much high-margin software as Cisco. The company posted more than $54 billion in sales in the last 12 months but still trades at just 14.6 times forward earnings.
With a focus on cybersecurity software over hardware, the company should be minimally impacted by the China tariffs. Analysts have a consensus Buy rating on the stock with an average price target of $63.43, including an $80 price target from Rosenblatt issued on February 13.
<h2 class="wp-block-heading">Qualcomm Inc.&nbsp;</h2>
Qualcomm Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>) is an example of a remarkable turnaround story in the market. Like Cisco, Qualcomm was a dot-com darling that rose to unsustainable heights during the bubble. Once the bubble popped in late 2000, Qualcomm shares plummeted and continued making new lows until the great financial crisis in November 2008. However, the stock rallied in the decade following the GFC and finally topped its dot-com bubble high in early 2019.
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXc8M0O3izmpY0oKP52vW_Zmz8ljLYJGnyPblxrxL1wCSPo-UmEhwolQsyR5FlAdJehJ9CtZ7sYl7wEhwv_aha7Z66xu_7XO7ioj7rRMJejhIhXA_223nVSvzV5Jz4NyCJCRd6Kp?key=2e8fRf9pKK3lM-HifJLKLjPq" alt="" /></figure>
Qualcomm's focus is on the development and licensing of wireless tech and chips for smartphones. Qualcomm products can be found in nearly every wireless device, and it does more than $40 billion in annual sales. QCOM shares also have a strong and steady dividend, yielding 2.73% with a manageable 36% payout rate. The company has a 22-year history of dividend increases, including a 7% annualized growth rate over the last three years. An affordable valuation backs the dividend; the stock trades at just 11.7 times forward earnings with impressive margins (26% profit margin in the most recent quarter).
Analysts are also bullish, with a $195 average price target indicating an upside potential of 35%. Benzinga Edge also gives Qualcomm a 91.82 Value score, the highest of today's selections.
<h2 class="wp-block-heading">CSG Systems International Inc.&nbsp;</h2>
Our smallest and least known company of the day might hold the most promise. CSG Systems International Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSGS#NASDAQ">CSGS</a>) runs a software-as-a-service (SaaS) platform specializing in financial management and customer experience solutions. The company aims to help firms in the communications sector optimize their digital footprint while effectively managing revenue, licensing, and infrastructure. CSG Systems has been publicly traded for nearly 30 years but has just a $1.73 billion market cap and does $1.2 billion in annual sales. The company has solid margins (47% gross margin last quarter) and trades at just 12 times forward earnings.
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfO3fvRSZ0Hspa09BnDdqv3XMwLZ__tfsZtMRv6E7cFzlwqla3nOJqjUrmNjceyHCfBqEhPmcDw2OWeps75UEMUXpE9neBnEOgRE-rwnrElVSw2TmcZhBezalvDUEZLlz3NJE8Axg?key=2e8fRf9pKK3lM-HifJLKLjPq" alt="" /></figure>
Small and mid-cap companies are usually known for substantial dividends, but CSG Systems is an exception. The stock currently yields 2.13% and has a healthy 42% dividend payout rate. Despite its relatively small stature, CSGS has raised its annual payout for 12 consecutive years with a 6.3% annualized growth rate over the last three.
Unlike the rest of the market, CSGS shares are still positive year-to-date, including an impressive 17% gain over the last three months. Even during the worst of the tariff tantrum, the stock only dropped from $61 to $56 before rebounding back above $60 when the tariffs were withdrawn. This stability during the madness is likely why CSGS scored a 90.51 Momentum ranking from Benzinga Edge &#8211; shareholders barely noticed the disturbance!
<h2 class="wp-block-heading">3 New Trade Ideas For Monday</h2>
You can get special access to a deep-dive analysis into the upcoming week and events that could drive the markets and three trade ideas you can take advantage of as early as opening bell. Click <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2">HERE</a> now to ensure you don't miss another round of trades.
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