Intel Option Alert: Mar 28 $20 Calls at the Bid: 1145 vs 1408 OI

Intel Option Alert: Mar 28 $20 Calls at the Bid: 1145 @ $5.95 vs 1408 OI; Ref=$25.6801

Intel Option Alert: Jun 20 $29 Calls at the Bid: 5000 vs 2571 OI

Intel Option Alert: Jun 20 $29 Calls at the Bid: 5000 @ $1.73 vs 2571 OI; Ref=$24.875

Intel Option Alert: May 16 $30 Calls at the Bid: 3425 vs 25390 OI

Intel Option Alert: May 16 $30 Calls at the Bid: 3425 @ $1.62 vs 25390 OI; Ref=$25.815

Intel Option Alert: Jun 20 $23 Calls at the Ask: 1070 vs 16338 OI

Intel Option Alert: Jun 20 $23 Calls at the Ask: 1070 @ $4.9 vs 16338 OI; Ref=$26.01

Intel Option Alert: Mar 21 $20 Calls at the Bid: 1387 vs 60773 OI

Intel Option Alert: Mar 21 $20 Calls at the Bid: 1387 @ $4.25 vs 60773 OI; Ref=$23.82

Intel Option Alert: Mar 21 $25 Puts at the Ask: 8000 vs 19206 OI

Intel Option Alert: Mar 21 $25 Puts at the Ask: 8000 @ $1.94 vs 19206 OI; Ref=$24.695

Intel Option Alert: Fri $21.5 Calls Sweep (98) near the midpoint: 2314 vs 14039 OI

Intel Option Alert: Fri $21.5 Calls Sweep (98) near the midpoint: 2314 @ $2.795 vs 14039 OI; Ref=$24.2688

Intel (NASDAQ:INTC) 주식

INTEL CORP

Intel

Intel is a leading digital chipmaker, focused on the design and manufacturing of microprocessors for the global personal computer and data center markets. Intel pioneered the x86 architecture for microprocessors and was the prime proponent of Moore's law for advances in semiconductor manufacturing. Intel remains the market share leader in central processing units in both the PC and server end markets. Intel has also been expanding into new adjacencies, such as communications infrastructure, automotive, and the Internet of Things. Further, Intel expects to leverage its chip manufacturing capabilities into an outsourced foundry model where it constructs chips for others.

Chips, semiconductor shutterstock_2198551397

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NXPI

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SNPS

SWKS

뱅크오브아메리카 애널리스트들은 미국 펀드매니저들이 S&amp;P 500에서 반도체 및 전자 설계 자동화 주식에 얼마나 많은 비중을 투자하고 있는지 조사했다. 4월 말 데이터에 따르면 반도체 주식의 상대적 가중치는 0.90배로, 전년 대비(2024년 12월 1.01배) 크게 하락했다.가장 많은 비중을 보유하고 있는 종목은 단연 엔비디아(NASDAQ:NVDA)로 펀드매니저의 약 73%가 이 종목을 보유하고 있다. 포지션은 지난 한 해 동안 꾸준히 증가(전기 대비 +67bps, 전년 대비 +518bps)했다.

엔비디아·브로드컴, 반도체 섹터 하락에도 펀드매니저 보유분 증가

Alphabet

Earnings

Pre-Market Outlook

Markets

GILD

GOOG

GOOGL

금요일(25일) 아침 미국 지수 선물이 상승세를 보이고 있는 가운데, 오늘 투자자들의 관심을 끌 수 있는 일부 주식은 다음과 같다. 알파벳, 인텔, 필립스66, 슐럼버거 및 길리어드 사이언스

금요일 주목해야 할 주식: 알파벳, 인텔, 필립스66, 슐럼버거 및 길리어드 사이언스

Stone,Uk,-,September,2,2020:,New,Intel,Logo,Seen

인텔(NASDAQ:INTC)이 반도체 경쟁에서 입지를 되찾기 위해 노력하는 가운데, 립부 탄 심임 CEO는 투자자들에게 인내심을 촉구하고 있다.무슨 일 있었나: 목요일(24일) 인텔의 1분기 재무 실적 발표에서 립부 탄 CEO는 인텔의 혁신이 얼마나 오래 걸릴지에 대한 질문을 받았다.

인텔 주가, 5년간 거의 64% 급락···립부 탄 CEO &#34;빠른 해결책은 없지만, 투자자들은 계속 지켜봐달라&#34;

Intel Corp

Intchains Group Limited - American Depositary Shares

Intchains Group Ltd

Palantir Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NYSE">PLTR</a>) has emerged as the brightest star of the S&amp;P 500 over the past year, but its meteoric rise — up 440% in twelve months and 53% year-to-date through May 9 — is now confronting a valuation wall that even the hardest bulls <a href="https://www.benzinga.com/topic/expert-ideas">are struggling to justify.</a>
<h3 class="wp-block-heading">Is Palantir Trading At Bubble-Like Valuations: How High Is Too High?</h3>
With shares closing at $115 on Friday and peaking at a record $125 this week, Palantir is now trading at 500 times trailing twelve-month earnings, an outlier among all companies in the S&amp;P 500 and Nasdaq 100. 
That's nearly triple the valuation of most AI-linked stocks and more than 14 times higher than tech heavyweights like Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and Microsoft Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NYSE">MSFT</a>), which trade at price-to-earnings ratios of 37x and 32x, respectively.
While many would argue that Palantir is a bet on the future rather than the past, even when factoring in projected earnings, the valuation picture remains extreme.
Palantir trades 190 times forward earnings, raising red flags that the price has disconnected from even the most optimistic projections.
<h3 class="wp-block-heading">Most Expensive S&amp;P 500 Stocks By Trailing P/E</h3>
<figure class="wp-block-table is-style-stripes"> 
<table class="has-fixed-layout">
<thead>
<tr>
<th>Company</th>
<th>P/E (Last Twelve Months)</th>
</tr>
</thead>
<tbody>
<tr>
<td>Palantir Technologies Inc.</td>
<td>484.6x</td>
</tr>
<tr>
<td>Dayforce Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DAY#NYSE">DAY</a>)</td>
<td>343.5x</td>
</tr>
<tr>
<td>CoStar Group Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSGP#NASDAQ">CSGP</a>)</td>
<td>257.3x</td>
</tr>
<tr>
<td>DoorDash Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DASH#NASDAQ">DASH</a>)</td>
<td>227.6x</td>
</tr>
<tr>
<td>Iron Mountain Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IRM#NYSE">IRM</a>)</td>
<td>227.2x</td>
</tr>
<tr>
<td>Ventas Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VTR#NYSE">VTR</a>)</td>
<td>194.0x</td>
</tr>
<tr>
<td>Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>)</td>
<td>164.7x</td>
</tr>
<tr>
<td>Axon Enterprise Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AXON#NASDAQ">AXON</a>)</td>
<td>158.1x</td>
</tr>
<tr>
<td>Digital Realty Trust Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DLR#NYSE">DLR</a>)</td>
<td>148.7x</td>
</tr>
</tbody>
</table>
</figure>
<h3 class="wp-block-heading">Most Expensive S&amp;P 500 Stocks By Forward P/E</h3>
<figure class="wp-block-table is-style-stripes"> 
<table class="has-fixed-layout">
<thead>
<tr>
<th>Company Name</th>
<th>P/E (Next Twelve Months)</th>
</tr>
</thead>
<tbody>
<tr>
<td>Palantir Technologies Inc.</td>
<td>189.2x</td>
</tr>
<tr>
<td>Ventas Inc. </td>
<td>149.8x</td>
</tr>
<tr>
<td>Tesla Inc. </td>
<td>140.8x</td>
</tr>
<tr>
<td>Digital Realty Trust Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DLR#NYSE">DLR</a>)</td>
<td>138.3x</td>
</tr>
<tr>
<td>CrowdStrike Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWD#NASDAQ">CRWD</a>)</td>
<td>118.4x</td>
</tr>
<tr>
<td>Axon Enterprise Inc. </td>
<td>110.6x</td>
</tr>
<tr>
<td>Intel Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>)</td>
<td>92.4x</td>
</tr>
<tr>
<td>Welltower Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WELL#NYSE">WELL</a>)</td>
<td>86.0x</td>
</tr>
</tbody>
</table>
</figure>
<h3 class="wp-block-heading">The Bullish Case Still Has A Pulse</h3>
Despite this, investor enthusiasm remains sky-high. The company's ability to secure lucrative defense contracts and its reputation as an artificial intelligence leader has driven continued demand for the stock, even during broader market corrections.
Palantir notably held its ground during the April selloff triggered by the Donald Trump&#8216;s tariff escalation, never breaching its 200-day moving average.
Larry Tentarelli, Chief Technical Strategist at Blue Chip Daily Trend Report, said Palantir &#8220;remains our top-ranked technology sector stock,&#8221; citing its technical strength and AI leadership.
Tentarelli said the recent earnings quarter confirmed their view and suggested any consolidation in the $100–$110 range could offer a new buying opportunity. &#8220;We view this stock as a buy here or on pullbacks,&#8221; he said.
His firm maintains a long position and sees Palantir as dominant in its niche government and commercial AI applications.
<h3 class="wp-block-heading">Palantir&#8217;s Analyst Consensus: Caution Ahead</h3>
Out of 25 accredited analysts covering the stock, only one rates it a &#8216;Strong Buy&#8217; and just three rate it &#8216;Buy&#8217;. The overwhelming consensus is to &#8216;Hold&#8217;, with the median price target 18% below current levels.
Goldman Sachs&#8217; analyst Gabriela Borges, CFA maintained a &#8216;Neutral&#8217; rating this week and raised her 12-month price target to $90, still 22% below the current price.
&#8220;Our positive view of Palantir&#8217;s growth is balanced by longer-term ecosystem risks – the industry moving from peak custom to more off-the-shelf adoption – and the stock&#8217;s premium valuation,&#8221; Borges said.
She highlighted Palantir&#8217;s enterprise value-to-sales multiple at 81x, far exceeding the sector average of 12x, and its growth-adjusted EV/sales ratio (the so-called Rule of 40) at 0.97x, compared to just 0.28x for comparable software companies growing 20% or more.
While fundamentals are struggling to keep pace with price momentum, Palantir's rally shows no immediate signs of collapse. Still, unless earnings growth or profitability scales up dramatically, the company may be heading toward a painful reckoning. Read now: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/25/05/45319531/cathie-wood">Cathie Wood Says AI Will &#8216;Disrupt The Traditional World Order&#8217; And Replace Search Engines Like Google</a></li>
</ul>
Photo: Shutterstock

Equities

AXON

CRWD

CSGP

DASH

MSFT

PLTR

TSLA

WELL

Palantir's Gravity-Defying Rally Faces Reckoning As Valuation Reaches Danger Zone

Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) is developing new chips that could intensify its rivalry with Meta Platforms Inc.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) <a target="_blank" href="https://www.benzinga.com/topic/smart-glasses" rel="noreferrer noopener">Ray-Ban glasses</a>.
Meta&#8217;s latest <a target="_blank" href="https://www.benzinga.com/news/24/06/39449125/apple-glass-potential-competitor-to-ray-ban-meta-smart-glasses-may-take-longer-to-develop-report" rel="noreferrer noopener">Ray-Ban smart glasses</a>,&nbsp;launched in September, start at $299 and feature Meta AI, a camera, call-making capabilities, and built-in speakers.
The iPhonemaker&#8217;s chips will serve as the brains for devices, including its first smart glasses, Macs, and artificial intelligence servers, Bloomberg <a target="_blank" href="https://www.bloomberg.com/news/articles/2025-05-08/apple-is-developing-specialized-chips-for-glasses-new-macs-and-ai-servers?sref=TBDibEcD" rel="noreferrer noopener">reported</a> on Thursday.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/04/44599475/meta-is-planning-to-drop-1000-smart-glasses-to-disrupt-apples-ar-ambitions-report" rel="noreferrer noopener">Meta Planning To Drop $1,000 Smart Glasses With Hand Gesture Control As It Takes On Apple: Report</a>
Apple&#8217;s silicon team, which is developing the chips, assumed importance after it dumped&nbsp;Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) processors for its in-house Mac chips in 2020.
The glasses processor is based on Apple Watch chips, which require less energy than the ones in iPhones, iPads, and Macs. The processor will be able to control the glasses&#8217; multiple cameras.
Apple targets the commercialization of the processor by 2026 or 2027.
Apple is exploring non-AR glasses that use cameras to scan the surrounding environment and rely on AI to assist users.
<a target="_blank" href="https://www.benzinga.com/markets/25/02/43521639/apples-m5-chip-enters-mass-production-set-to-power-upcoming-macbook-pro-ipad-pro-and-vision-pro-report" rel="noreferrer noopener">February reports indicated</a> that the M5 chip, likely to power&nbsp;Apple&#8217;s&nbsp;upcoming&nbsp;MacBook Pro, iPad Pro, and&nbsp;Vision Pro, has&nbsp;entered mass production.
The Vision Pro will likely benefit most from the M5 chip, especially with the addition of Apple Intelligence features to the spatial computer, which the current M2-powered model lacks. The M5 chip will likely leverage the 3nm N3P architecture.
It is worth noting that Meta sold 1 million sets of its Ray-Ban glasses in 2024 and its aggregate virtual and augmented reality&nbsp;investment will likely surpass <a target="_blank" href="https://www.benzinga.com/25/02/43442424/meta-outspends-apple-and-amazon-on-arvr-betting-big-on-future-of-smart-glasses-and-ai" rel="noreferrer noopener">$100 billion in 2025</a>.
Price Action: AAPL shares are trading higher by 0.41% at $198.29 at last check on Friday.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/25/05/45266716/disneys-streaming-gains-park-strength-cash-surge-drive-analyst-optimism" target="_blank" rel="noreferrer noopener">Disney&#8217;s Streaming Gains, Park Strength, Cash Flow Drive Analyst Optimism</a></li>
</ul>
Photo by Ringo Chiu via Shutterstock

Media

AAPL

Apple's Upcoming Chip Aims To Challenge Meta In Smart Glasses Battle: Report

WIIM

Intel shares are trading higher following a report suggesting the company entered a foundry contract with Microsoft.

<a href="https://www.youtube.com/watch?v=WElDJC0Q_kQ">https://www.youtube.com/watch?v=WElDJC0Q_kQ</a>
&nbsp;

ASML

LSCC

RMBS

STLA

President Trump Says Going To Have Large Share Of Chipmaking Market; Think 10% Baseline Is Set; 10% Baseline Is Not A Template For Future Deals; 10% Is A Low Number, Others Will Be Higher; Template Of 10% Is Probably The Lowest End; Won't Do A Similar Deal With Cars

<a href="https://biz.chosun.com/en/en-it/2025/05/08/NXYXTKGNW5EGVC6A77LHO2U2LY/">https://biz.chosun.com/en/en-it/2025/05/08/NXYXTKGNW5EGVC6A77LHO2U2LY/</a>
&nbsp;

Rumors

Contracts

Watching Intel; ChosunBiz Issues Article Saying 'Intel Has Reportedly Entered Into A Large-Scale Semiconductor Foundry Contract With Microsoft Using The 18A Process Classified As 2 Nanometers (1.8 Nanometers), And Discussions Are Ongoing With Nvidia And Google'

Rep. Marjorie Taylor Greene (R-Ga.) has been actively buying stocks in 2025, including transactions that may have been perfectly timed<a href="https://www.benzinga.com/politics/25/04/44852406/marjorie-taylor-greene-brushes-off-stock-buying-criticism-says-portfolio-manager-bought-the-dip"> during a market dip.</a>
Here's the latest transactions made by the congresswoman in early May.
What Happened: Greene was ranked as the 24th best-performing member of Congress based on their trades in 2024. The Congresswoman gained 30.2% for the year, <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">outperforming the S&amp;P 500 </a>gain of 24.9%.
With new trades placed throughout the early months of 2025, Greene could see huge returns again during the year.
Here are her most recent trades made on May 5, as shown on the <a href="https://www.benzinga.com/gov-trades/?utm_source=BZprocontent050725">Benzinga Government Trades page</a>. All purchases made were listed as between $1,001 to $15,000 unless otherwise indicated.
<ul>
<li>Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>)</li>
<li>AbbVie (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ABBV#NYSE">ABBV</a>)</li>
<li>Adobe Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ADBE#NASDAQ">ADBE</a>)</li>
<li>Applied Materials (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMAT#NASDAQ">AMAT</a>)</li>
<li>Advanced Micro Devices (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>)</li>
<li>Amazon.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>)</li>
<li>American Express (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AXP#NYSE">AXP</a>)</li>
<li>Boeing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>)</li>
<li>Bank of America (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAC#NYSE">BAC</a>)</li>
<li>BHP Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BHP#NYSE">BHP</a>)</li>
<li>BP (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BP#NYSE">BP</a>)</li>
<li>Berkshire Hathaway Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRK#NYSE">BRK</a>)</li>
<li>Blackstone Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BX#NYSE">BX</a>)</li>
<li>Cardinal Health (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CAH#NYSE">CAH</a>)</li>
<li>Caterpillar (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CAT#NYSE">CAT</a>)</li>
<li>Cummins Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMI#NYSE">CMI</a>)</li>
<li>Chevron Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVX#NYSE">CVX</a>)</li>
<li>Dell Technologies (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>)</li>
<li>Digital Realty Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DLR#NYSE">DLR</a>)</li>
<li>Duke Energy (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DUK#NYSE">DUK</a>)</li>
<li>Devon Energy (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>Frontline PLC (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FRO#NYSE">FRO</a>)</li>
<li>Gilead Sciences (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GILD#NASDAQ">GILD</a>): two separate purchases of $1,001 to $15,000</li>
<li>Corning Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GLW#NYSE">GLW</a>)</li>
<li>Alphabet Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>)</li>
<li>Goldman Sachs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GS#NYSE">GS</a>)</li>
<li>Home Depot (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HD#NYSE">HD</a>)</li>
<li>The Hershey Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HSY#NYSE">HSY</a>)</li>
<li>Intel Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>)</li>
<li>Johnson &amp; Johnson (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JNJ#NYSE">JNJ</a>)</li>
<li>JPMorgan Chase (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JPM#NYSE">JPM</a>)</li>
<li>Kinder Morgan (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KMI#NYSE">KMI</a>)</li>
<li>Eli Lilly And Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LLY#NYSE">LLY</a>)</li>
<li>MercadoLibre (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MELI#NASDAQ">MELI</a>)</li>
<li>Meta Platforms (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>)</li>
<li>Merck Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MRK#NYSE">MRK</a>)</li>
<li>Morgan Stanley (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MS#NYSE">MS</a>)</li>
<li>Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>)</li>
<li>NextEra Energy (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NEE#NYSE">NEE</a>)</li>
<li>ServiceNow Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NOW#NASDAQ">NOW</a>)</li>
<li>Norfolk Southern (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NSC#NYSE">NSC</a>): two separate purchases of $1,001 to $15,000</li>
<li>NVIDIA Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)</li>
<li>Old Dominion Freight Line (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ODFL#NASDAQ">ODFL</a>)</li>
<li>Occidental Petroleum (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OXY#NYSE">OXY</a>): two separate purchases of $1,001 to $15,000</li>
<li>Palo Alto Networks (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>)</li>
<li>Paychex Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PAYX#NASDAQ">PAYX</a>)</li>
<li>Impinj Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PI#NASDAQ">PI</a>)</li>
<li>Qualcomm Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>)</li>
<li>Starbucks Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SBUX#NASDAQ">SBUX</a>)</li>
<li>Charles Schwab Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SCHW#NYSE">SCHW</a>)</li>
<li>Tesla Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>)</li>
<li>United Parcel Service (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UPS#NYSE">UPS</a>)</li>
<li>Visa Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/V#NYSE">V</a>)</li>
<li>Walmart Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WMT#NYSE">WMT</a>)</li>
</ul>
In total, that's more than 50 different stocks bought and disclosed by Greene in the latest filing. Based on the purchase range of $1,001 to $15,000, this would make the transaction range over $50,000 and up to more than $800,000.
Read Also: <a href="https://www.benzinga.com/politics/25/04/45077654/bill-named-after-nancy-pelosi-could-ban-congress-members-from-trading-stocks-what-you-need-to-know-about-the-pelosi-act">Bill Named After Nancy Pelosi Could Ban Congress Members From Trading Stocks: What You Need To Know About The &#8216;PELOSI&#8217; Act</a>
Why It's Important: Members of Congress are allowed to buy and sell stocks as long as they properly disclose the transaction.
The process has drawn scrutiny from the public and retail investors as members of Congress could have inside information and time their trades accordingly. Committee assignments in particular, often draw red flags from investors.
Greene serves on the House Committee on Oversight and Accountability and the House Committee on Homeland Security with several subcommittee appointments. The congresswoman's past trade in technology and cybersecurity stocks has drawn attention with her role within Homeland Security.
Greene&#8217;s past trades of Palantir Technologies and a<a href="https://www.benzinga.com/25/03/44255172/marjorie-taylor-greene-buys-more-bitcoin-etf-shares-ahead-of-trumps-strategic-reserve-executive-order"> Bitcoin ETF </a>have drawn criticism along with the timing of her trades, as she is a close ally to President Donald Trump. 
When asked previously about buying stocks earlier this year that soared days later after Trump announced a pause to tariffs, Greene<a href="https://www.benzinga.com/politics/25/04/44852406/marjorie-taylor-greene-brushes-off-stock-buying-criticism-says-portfolio-manager-bought-the-dip"> brushed aside the criticism.</a>
&#8220;I think that criticism is laughable. President Trump has been talking about tariffs for decades,&#8221; 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" target="_blank" rel="noreferrer noopener">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.
&#8220;I don&#8217;t place my buys and sells," Greene said, citing an agreement she has with her portfolio manager, who handles all the buying and selling of stocks. &#8220;He did a great job. Guess what he did. He bought the dip. And that&#8217;s what anybody that has financial sense does."
Greene also said her portfolio manager did not have inside information, everything was public and a potential tariff pause wasn&#8217;t a secret.
Sen. Josh Hawley (R-Mo.) has reintroduced legislation that would ban members of Congress from trading or holding individual stocks.
The bill is known as the Preventing Elected Leaders from Owning Securities and Investments Act, or PELOSI Act based on the first letter of each of the main words. The name takes aim at the congresswoman and former Speaker of the House Nancy Pelosi (D-Calif.).  
&#8220;Members of Congress should be fighting for the people they were elected to serve — not day trading at the expense of their constituents,&#8221; Hawley&nbsp;<a href="https://www.hawley.senate.gov/hawley-reintroduces-pelosi-act-to-ban-congress-from-trading-stocks/" target="_blank" rel="noreferrer noopener">said</a>. &#8220;Americans have seen politician after politician turn a profit using information not available to the general public.&#8221;
Hawley said the bill will help &#8220;restore Americans&#8217; trust in our nation&#8217;s legislative body.&#8221;
Hawley&#8217;s bill is being reintroduced as President&nbsp;Donald Trump&nbsp;<a href="https://time.com/7280114/donald-trump-2025-interview-transcript/" target="_blank" rel="noreferrer noopener">said&nbsp;</a>he would support such a ban.
&#8220;Well, I watched Nancy Pelosi get rich through insider information, and I would be okay with it. If they send it to me, I would do it,&#8221; Trump told TIME.
Trump said he would sign the ban if the bill passes Congress.
While Pelosi makes headlines for her trades, it&#8217;s important to remember that<a href="https://www.benzinga.com/politics/25/04/44852406/marjorie-taylor-greene-brushes-off-stock-buying-criticism-says-portfolio-manager-bought-the-dip" target="_blank" rel="noreferrer noopener">&nbsp;it is both Republican</a>&nbsp;and Democratic members of Congress who are profiting from buying and selling stocks and options while in office, with some trades coming with questionable timing or having a connection to committees they serve on.
In 2024, a list of the top-performing traders in Congress included six Republicans and four Democrats.
Did You Know?
<ul>
<li>Congress Is Making Huge Investments. <a href="https://www.benzinga.com/gov-trades/?utm_source=BZprocontent050725">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=BZprocontent050725"><img loading="lazy" decoding="async" width="1024" height="330" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/07181256/Picture1-1-1024x330.png" alt="" class="wp-image-906796" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/07181256/Picture1-1-1024x330.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/07181256/Picture1-1-300x97.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/07181256/Picture1-1-768x248.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/07181256/Picture1-1.png 1430w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
Photo: Shutterstock

Government

Politics

ABBV

ADBE

AMZN

DELL

MELI

ODFL

PANW

PAYX

SBUX

SCHW

Marjorie Taylor Greene Goes Stock Shopping Again: Here Are 50+ Stocks The Congresswoman Bought

Macro Notification

General

iShares PHLX SOX Semiconductor Sector Index Fund

SOXX

Shares of chip stocks are trading higher following a report indicating President Trump will rescind global chip curbs.

<a href="https://www.bloomberg.com/news/articles/2025-05-07/trump-to-rescind-global-chip-curbs-amid-ai-restrictions-debate" title="https://www.bloomberg.com/news/articles/2025-05-07/trump-to-rescind-global-chip-curbs-amid-ai-restrictions-debate">https://www.bloomberg.com/news/articles/2025-05-07/trump-to-rescind-global-chip-curbs-amid-ai-restrictions-debate</a>

Macro Economic Events

Global

Economics

'Trump To Rescind Global Chip Curbs Amid AI Restrictions Debate' - Bloomberg News

Tech might be the face of layoffs, but in 2025, it's <a href="https://www.benzinga.com/topic/federal-government">the federal government</a> racking up the body count.
<h2 class="wp-block-heading">Layoff Numbers Speak For Themselves</h2>
Sure, Intel Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) grabbed headlines in April when it laid off a staggering 22,000 workers &#8211; its second major bloodletting after a 15,000 cut last August. But while Silicon Valley slashed 52,340 jobs across 123 companies so far this year, data collated by Layoffs.fyi <a href="https://layoffs.fyi/">suggests</a> that Washington, DC has been responsible for 171,843 firings, including 61,296 ordered by Elon Musk&#8217;s Department of Government Efficiency (DOGE).
Let that sink in—DOGE has laid off more people than Meta Platforms Inc (NASDAQ: META), Alphabet Inc&#8217;s Google (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>), Amazon.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) and Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) combined.
Read Also: <a href="https://www.benzinga.com/government/regulations/25/05/45160426/elon-musk-targets-feds-2-5-billion-headquarters-renovation-as-doge-scrutiny-of-central-bank-intensifies-thats-an-eyebrow-raiser">Elon Musk Targets Fed&#8217;s $2.5 Billion Headquarters Renovation As DOGE Scrutiny Of Central Bank Intensifies: &#8216;That&#8217;s An Eyebrow-Raiser&#8217;</a>
<h2 class="wp-block-heading">DOGE Layoffs Easily Outnumber Tech</h2>
Unlike tech's boom-bust cycle, this appears to be methodical. DOGE has trimmed 27.3% of the Departments of Health and Human Services, 23.5% of Transportation and 13.3% of Defense. The Treasury Department, Housing and Urban Development and State Department got off lightly &#8211; for now &#8211; with cuts under 3%.
Tech is downsizing &#8211; but the government is undergoing a sweeping, department-wide shake-up.
Back in Silicon Valley, Intel leads the layoffs, slashing 37,000 jobs in two rounds. Meta's downsizing continues with a fresh 3,600 cut in February. Tesla Inc's (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) April 2024 layoff of 14,000 now looks like old news.
But here's the twist: While tech layoffs tend to spark investor optimism and stock bumps, the DOGE-driven purge may have the opposite effect &#8211; slower bureaucratic throughput, reduced regulatory oversight and mounting labor tension.
And yet, the headlines? All about tech.
The takeaway: The bigger workforce upheaval is happening in D.C., not Silicon Valley.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/markets/25/05/45163408/doge-not-as-effective-as-id-like-says-elon-musk-calls-reform-really-difficult-like-changing-direction-of-a-fleet-of-supertankers">DOGE Not &#8216;As Effective As I&#8217;d Like,&#8217; Says Elon Musk, Calls Reform &#8216;Really Difficult,&#8217; Like &#8216;Changing Direction Of A Fleet Of Supertankers&#8217;</a></li>
</ul>
Photo: Shutterstock

Regulations

Intel, Meta Get The Headlines, But It's Uncle Sam (DOGE) Who's Bleeding Workers In 2025

Seattle-based startup EdgeRunner AI has announced the completion of a $12 million Series A funding round, aimed at advancing its development of offline <a href="https://www.benzinga.com/news/25/04/45047467/goodfire-lands-50m-from-anthropic-silicon-valley-giants-to-open-the-black-box-of-ai-before-it-rewrites-us-first">AI</a> agents tailored for military applications.
The company<a href="https://www.edgerunnerai.com/news/edgerunner-raises-17-5m-to-develop-air-gapped-on-device-ai-for-the-warfighter"> announced</a> last week that the funding round was led by Madrona, with participation from HP Tech Ventures, Four Rivers Ventures, and Alumni Ventures. This investment brings the company&#8217;s total funding to $17.5 million.
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<h2 class="wp-block-heading">How EdgeRunner Is Empowering Soldiers With On-Device Intelligence</h2>
EdgeRunner AI specializes in creating domain-specific AI agents that operate entirely on-device, eliminating the need for internet connectivity. These agents are designed to assist <a href="https://www.benzinga.com/25/02/44001823/china-us-to-begin-military-talks-signaling-possible-de-escalation-beijing-urges-america-first-in-nuclear-disarmament">military</a> personnel in decision-making processes, particularly in roles such as logistics and maintenance. By running AI models locally, the technology ensures low latency, reduced cloud costs, and enhanced data privacy, according to<a href="https://www.geekwire.com/2025/seattle-startup-edgerunner-ai-raises-12m-to-help-military-use-ai-without-the-internet/"> GeekWire</a>.
&#8220;We&#8217;re building the J.A.R.V.I.S. to your Ironman, but we&#8217;re starting with the warfighters first, because they need it,&#8221; co-founder and CEO Tyler Xuan Saltsman told GeekWire. Saltsman brings eight years of experience as an Army officer and logistician, along with roles at Amazon Web Services and Stability AI. Co-founder and Chief Operating Officer Colton Malkerson has a background in enterprise sales at Stability AI and experience within the U.S. government.
According to the company&#8217;s statement, the startup has entered into a Cooperative Research and Development Agreement with the U.S. Air Force Research Laboratory to develop AI agents customized for the&nbsp; Air Force&#8217;s unique occupational specialties. Additionally, EdgeRunner AI has been designated as an &#8220;awardable&#8221; vendor for the Department of Defense&#8217;s Tradewinds Solutions Marketplace, making its platform available to support critical missions across the Pentagon.&nbsp;
Trending: Donald Trump just announced a $500 billion AI infrastructure deal — <a href="https://www.benzinga.com/money/seize-a-share-while-you-still-can-in-the-2-trillion-entertainment-market-with-elf-labs-at-just-2-25-share">here's how you can invest in the entertainment market's next big disruptor at $2.25 per share</a>.
<h2 class="wp-block-heading">Strategic Backing and Industry Recognition Fuel EdgeRunner AI's Climb in Defense Tech</h2>
EdgeRunner AI's momentum is backed by a powerful roster of investors, a coalition of respected firms that brings not only capital but also strategic expertise in scaling breakthrough technologies.
Matt McIlwain, managing director at Madrona, has taken a board seat at EdgeRunner, GeekWire said. In a Madrona <a href="https://www.madrona.com/edgerunner-ai-air-gapped-on-device-agents/">statement</a> last week, McIlwain emphasized the precision of EdgeRunner's approach, calling it "domain-specific, highly intentional, and built to deliver value under the most difficult conditions."&nbsp;
EdgeRunner AI has also been recognized by<a href="https://www.cbinsights.com/research/report/artificial-intelligence-top-startups-2025/"> CB Insights</a>, being named to its AI 100 list, which highlights the most promising private AI companies globally. The company <a href="https://www.edgerunnerai.com/news/edgerunner-ai-featured-at-intel-vision-2025">said</a> it has showcased its technology at Intel (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>)'s Vision event, highlighting its advancements in on-device AI for defense. According to a<a href="https://www.linkedin.com/posts/edgerunner-ai_nvidia-aisummit-edgeai-activity-7249776420149735424-NjU_"> LinkedIn</a> post, it also participated in the Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) AI Summit in October, further signaling its rising influence in the military technology landscape.
See Also: Shark Tank's Kevin O'Leary called Missing Ring his biggest mistake — Don't repeat history—<a href="https://www.benzinga.com/money/big-tech-has-spent-billions-acquiring-ai-smart-home-startups-one-company-stands-to-benefit-and-has-already-made-10-million">invest in RYSE at just $1.90/share.</a>
<h2 class="wp-block-heading">EdgeRunner AI Eyes Expansion as Demand Grows for Secure Tech Solutions</h2>
With the new funding, EdgeRunner AI plans to expand its team and invest further in product development. The company said in its statement last week that it aims to enhance its platform&#8217;s capabilities, ensuring that military personnel have access to reliable AI tools, even in environments with limited or no internet connectivity.
EdgeRunner is actively hiring across engineering, operations, and customer experience roles in preparation for its next phase of development, according to its <a href="https://www.edgerunnerai.com/careers/">website</a>.
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EdgeRunner AI Raises $12M Series A With Support From HP, Madrona, And Alumni Ventures To Advance Air-Gapped AI For Defense

Groundbreaking solution simplifies AI inferencing for specialized and local applications
NetApp&#xAE; (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NTAP#NASDAQ">NTAP</a>), the intelligent data infrastructure company, today announced the release of NetApp AIPod Mini with Intel, a joint solution designed to streamline enterprise adoption of AI inferencing. This collaboration addresses the unique challenges businesses face when deploying AI, such as cost and complexity, at the department and team level.
To thrive in the era of intelligence, enterprises have adopted AI to enhance efficiency and data-driven decision making across their businesses. A <a href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fmitsloan.mit.edu%2Fsites%2Fdefault%2Ffiles%2F2023-10%2FSSRN-id4573321.pdf&amp;esheet=54249584&amp;newsitemid=20250506422545&amp;lan=en-US&amp;anchor=study+by+Harvard+Business+School&amp;index=1&amp;md5=bfad42d72cefd6a6e06f70ec4c5d507e">study by Harvard Business School</a> found that consultants given access to AI tools were able to increase their productivity, completing 12.2 percent more tasks and completing them 25.1 percent more quickly. However, individual business units may find that the broadly available general purpose AI applications are not able to meet their specific needs, but do not have the technical expertise or budget to customize an AI application from scratch. NetApp and Intel have partnered to provide businesses with an integrated AI inferencing solution built on an intelligent data infrastructure framework that allows specific business functions to leverage their distinct data to create outcomes that support their needs. NetApp AIPod Mini streamlines the deployment and use of AI for specific applications such as automating aspects of document drafting and research for legal teams, implementing personalized shopping experiences and dynamic pricing for retail teams, and optimizing predictive maintenance and supply chains for manufacturing units.
"Our mission is to unlock AI for every team at every level without the traditional barriers of complexity or cost," said Dallas Olson, Chief Commercial Officer at NetApp. "NetApp AIPod Mini with Intel gives our customers a solution that not only transforms how teams can use AI but also makes it easy to customize, deploy, and maintain. We are turning proprietary enterprise data into powerful business outcomes."

NTAP

NetApp And Intel Enter Partnership For AI for Enterprises

Bank of America analysts examined how heavily U.S. fund managers are <a href="https://www.benzinga.com/topic/semiconductors">invested in semiconductor</a> and electronic design automation stocks in the S&amp;P 500.
Based on data from the end of April, the relative weighting of semiconductor stocks are 0.90x — down considerably year-to-date (1.01x in December 2024). 
Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) maintains the broadest ownership. Roughly 73% of fund managers own the stock. Positions grew consistently throughout the past year (+67bps Q/Q, +518bps Y/Y).
Also Read: <a href="https://www.benzinga.com/25/05/45196679/nvidia-faces-new-challenges-as-us-tightens-semiconductor-sanctions-and-tracks-ai-chip-smuggling" target="_blank" rel="noreferrer noopener">Nvidia&#8217;s New Challenge: US Lawmaker Wants Company To Track Its Chips To Avoid Smuggling In China</a>
The relative weighting of 1.05x remains below the top 16 owned infotech/comm services peers (1.11x median) despite 3x+ faster sales growth prospects per consensus (30% CAGR versus 10% peers).
Within semiconductors, the survey found: 
<ul>
<li>Broadcom Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), Applied Materials, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMAT#NASDAQ">AMAT</a>), and Texas Instruments Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TXN#NASDAQ">TXN</a>) made up 29% to 65% of fund manager ownership. </li>
<li>Skyworks Solutions, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SWKS#NASDAQ">SWKS</a>) remained the least-owned semi stock with ownership of 3%-4% across all active manager funds.</li>
<li>The most significant expansions in ownership Q/Q were in Broadcom, Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), KLA Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KLAC#NASDAQ">KLAC</a>), Nvidia, and Synopsys, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SNPS#NASDAQ">SNPS</a>).</li>
<li>The most significant declines Q/Q were in Advanced Micro Devices, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), Qualcomm Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>), Applied Materials, and NXP Semiconductors (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NXPI#NASDAQ">NXPI</a>).</li>
<li>The greatest increases in depth/overweighting were in Intel, Skyworks Solutions, Micron Technology, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>), Cadence Design Systems, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CDNS#NASDAQ">CDNS</a>)</li>
<li>The greatest decrease in weighting were for AMD, Teradyne, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TER#NASDAQ">TER</a>), Applied Materials, Analog Devices, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ADI#NASDAQ">ADI</a>), Microchip Technology Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MCHP#NASDAQ">MCHP</a>).</li>
<li>Long-only investors were the most overweight in Synopsys, Broadcom, KLA Corp, Micron, and Cadence Design Systems. </li>
<li>Hedge funds were the most overweight Lam Research Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NASDAQ">LRCX</a>), Teradyne, KLA Corp, and Cadence Design Systems.</li>
</ul>
<h3 class="wp-block-heading">Russell 1000</h3>
<ul>
<li>Nvidia, Broadcom, Applied Materials, Tesax Instruments, Lam Research had the largest percentage of holdings by active fund managers for Russell 1000 stocks.</li>
<li>At the median, Russell 1000 semis were held by 7.4% of active fund managers, about 400bps below overall tech. </li>
<li>Overall, semiconductors were generally underweight (at 0.47x) relative to the Russell 1000 index, similar to all of tech (0.63x). </li>
<li>Marvell Technology, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>), GlobalFoundries Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GFS#NASDAQ">GFS</a>), Broadcom, Micron, KLA Corp had the highest weightings.</li>
</ul>
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</ul>
Image: Shutterstock

Nvidia, Broadcom Lead Fund Manager Buys Even As Semiconductor Sector Cools: Analysts

On CNBC's &#8220;Mad Money Lightning Round,&#8221; Jim Cramer said Bank OZK (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OZK#NYSE">OZK</a>) is &#8220;<a href="https://www.benzinga.com/quote/OZK/analyst-ratings">not a high-quality bank.&#8221;</a>
Supporting his view, Keefe, Bruyette &amp; Woods analyst Catherine Mealor lowered the price target from $50 to $48 on April 22.
Cramer recommended buying Marvell Technology, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>). &#8220;I&#8217;d buy it on Monday,&#8221; he added.
According to recent news, Marvell Technology announced on April 23 the successful interoperability of the Marvell Structera portfolio of Compute Express Link (CXL) devices with Advanced Micro Devices, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) EPYC CPUs and 5th Gen Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) <a href="https://www.benzinga.com/25/04/44967270/marvells-cxl-devices-seamlessly-integrate-with-amd-and-intel-cpus-boosting-cloud-data-center-performance">Intel Xeon platforms</a>.
&#8220;We have so many of these digital infrastructure plays,&#8221; Cramer said when asked about Applied Digital Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APLD#NASDAQ">APLD</a>). &#8220;If you're going to go there, just go buy Salesforce.&#8221;
On April 30, the company announced it had entered into a preferred equity purchase agreement with select investors. This agreement allows the company to raise up to $150 million through the sale of its newly designated Series G Convertible Preferred Stock.
Cramer said although Applied Materials, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMAT#NASDAQ">AMAT</a>) is an &#8220;excellent&#8221; company, but he likes Lam Research Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NASDAQ">LRCX</a>) more. &#8220;And that's the one I would go for.&#8221; 
On the earnings front, Applied Materials will hold its fiscal second-quarter earnings conference call on Thursday, May 15. Analysts expect the company to report quarterly earnings at $2.31 per share on revenue of 7.12 billion.
Price Action:
<ul>
<li>Marvell Technology shares gained 2.3% to settle at $62.33 on Friday.</li>
<li>Bank OZK shares rose 2.2% to close at $44.15 during the session.</li>
<li>Applied Digital shares gained 1.7% to settle at $5.30 on Friday.</li>
<li>Applied Materials shares rose 4.1% to close at $155.10.</li>
</ul>
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APLD

Jim Cramer Says Applied Materials Is An 'Excellent' Company, But Likes This Tech Stock More

<a href="https://www.benzinga.com/news/25/04/44865115/figure-ai-shakes-silicon-valley-with-39-5b-valuation-200000-robots-promised-by-2029-beating-out-spacex-and-openai">Figure AI</a>, the robotics company aiming to build the first commercially viable humanoid worker, <a href="https://www.prnewswire.com/news-releases/figure-raises-675m-at-2-6b-valuation-and-signs-collaboration-agreement-with-openai-302074897.html">recently announced</a> it secured a staggering $675 million in funding from some of the biggest names in tech and venture capital, including <a href="https://www.benzinga.com/news/25/04/44821570/bezos-bets-big-slate-auto-quietly-raises-111m-series-a-to-build-25k-ev-truck-eyes-2026-launch-in-indianapolis">Jeff Bezos</a>, Microsoft (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), OpenAI, and Intel (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>).
Now valued at $2.6 billion, the San Jose, California-based startup is in talks with United Parcel Service (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UPS#NYSE">UPS</a>) to integrate its <a href="https://www.benzinga.com/tech/25/04/44894239/humanoid-robots-make-history-in-beijing-half-marathon-completes-race-in-under-3-hours">humanoid robots</a> into the global shipping giant's logistics infrastructure, according to<a href="https://www.bloomberg.com/news/articles/2025-04-28/ups-in-talks-with-startup-figure-ai-to-deploy-humanoid-robots"> Bloomberg</a>.
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<h2 class="wp-block-heading">UPS in Talks to Introduce Humanoid Robots to Its Network</h2>
Figure AI was founded in 2022 by serial entrepreneur Brett Adcock, who previously launched Vettery and Archer Aviation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ACHR#NYSE">ACHR</a>). Adcock&#8217;s<a href="https://www.brettadcock.com/bio"> bio</a> says that his goal is to create a fully autonomous humanoid robot that can safely, efficiently, and intelligently perform a wide range of physical tasks that are currently repetitive, physically draining, or simply undesirable for human workers.
According to Bloomberg, the company's latest model, Figure 02, features integrated cabling, a torso battery, and real-time computing power using Nvidia RTX GPU-based modules. It's outfitted with 6 RGB cameras, directional microphones, speakers, and a custom-built conversational AI developed in collaboration with OpenAI. Figure 02 also boasts 16 degrees of freedom in its redesigned hands, which allow it to lift and maneuver up to 55 pounds. These capabilities are being actively tested in real-world settings, including on the factory floor at BMW.
Trending: Donald Trump just announced a $500 billion AI infrastructure deal — <a href="https://www.benzinga.com/money/seize-a-share-while-you-still-can-in-the-2-trillion-entertainment-market-with-elf-labs-at-just-2-25-share">here's how you can invest in the entertainment market's next big disruptor at $2.25 per share</a>.
While both UPS and rival FedEx (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FDX#NYSE">FDX</a>) have incorporated autonomous systems like sorting and ground robots into their operations, neither has implemented humanoid robots until now.
Bloomberg<a href="https://www.bloomberg.com/news/articles/2024-02-23/bezos-nvidia-join-openai-microsoft-in-funding-humanoid-robot-startup-figure-ai"> reported</a> last year that UPS and Figure AI began discussions in 2023 and resumed them in early 2025 as Figure&#8217;s latest model reached new performance milestones. If an agreement is finalized, UPS will become one of the first global logistics companies to pilot humanoid labor at an industrial scale.
This move comes as UPS is undergoing a significant restructuring in response to declining package volumes, particularly from major clients like Amazon (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), and economic pressures stemming from international tariffs. According to<a href="https://www.reuters.com/markets/us/ups-reports-fall-first-quarter-revenue-2025-04-29/"> Reuters</a>, UPS plans to cut 20,000 jobs and close 73 facilities by June, aiming to save $3.5 billion through workforce reductions, automation, and asset sales. These measures are part of UPS's strategy to adapt to shifting market dynamics and enhance operational efficiency.
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<h2 class="wp-block-heading">CEO Brett Adcock&#8217;s Vision for Robotic Integration</h2>
Adcock believes humanoid robots are the next frontier in workforce transformation. He said in a <a href="https://www.prnewswire.com/news-releases/figure-raises-675m-at-2-6b-valuation-and-signs-collaboration-agreement-with-openai-302074897.html">statement</a> that Figure&#8217;s vision is &#8220;to bring humanoid robots into commercial operations as soon as possible. AI and robotics are the future, and I am grateful to have the support of investors and partners who believe in being at the forefront."
Figure's mission has always been about filling the gap where human labor is in short supply or at risk. The startup<a href="https://www.figure.ai/"> says</a> it is building toward a future where robots can work side-by-side with humans, or even independently, across warehouses, manufacturing floors, and homes.
Figure AI is not alone in the humanoid race since competitors like Optimus, created by Tesla (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>), and Agility Robotics' Digit are also vying to dominate this emerging sector. However, with backing from the world's top AI labs, chipmakers, and billionaires, Figure AI is showing that humanoid labor is no longer a sci-fi dream but a near-future solution to real-world industrial problems.
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ACHR

UPS Explores Humanoid Robots As Figure AI Secures $675M From Jeff Bezos, OpenAI, And Intel, Targeting $9B Revenue By 2029

<ul>
<li>Intel announced plans to develop its own AI chips on an earnings call Friday</li>
<li>The company's previous strategy has been to acquire AI startups that have already developed their own chips</li>
<li>Analysts remain split on whether or not the plan will work, citing Nvidia's dominance in the market</li>
</ul>
Intel (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) CEO Lip-Bu Tan announced that the company will be working to develop its own AI chips, in an <a href="https://seekingalpha.com/article/4777999-intel-corporation-intc-q1-2025-earnings-call-transcript">earnings call </a>on Friday.
"This is not a quick fix," Tan said on the call. He continued that he would be combing through Intel's existing products, looking for ways to sharpen them to meet emerging trends in the AI market.
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"We are taking a holistic approach to redefine our portfolio, to optimize our products for new and emerging AI workloads,&#8221; Tan said. "Our goal is to become the platform of choice for our customers. This requires us to radically evolve our design and engineering mindset and anticipate the needs of our customer well in advance.&#8221;
One of Intel's biggest missed opportunities over the last years has been its failure to challenge Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) in the AI chip market. With a valuation of $2.65 trillion, Nvidia has become the dominant player in the market.
Previously, Intel's approach has been to let AI companies develop the chips and then to acquire those companies. Between 2016 and 2019, it acquired a number of AI startups, including Movidius, Nervana, and Habana Labs. However, many of these deals failed to help the company gain traction against Nvidia and other competitors.
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Intel's chief financial officer, David Zinser, told <a href="https://www.reuters.com/business/after-years-failed-ai-deals-intel-plans-homegrown-challenge-nvidia-2025-04-25/">Reuters</a> that the company will be putting acquisitions on hold for the near future. "Our priority will need to be, at this point, getting the balance sheet to a better place,&#8221; he said.
Analysts are split on whether or not the plan will work.
Bob O'Donnell, the chief analyst at Technalysis Research, told Reuters, "Intel has a long history of building important new silicon developments within its own walls, so I'm not shocked to see them focus on in-house developments for AI. If they can build the appropriate set of software support to help make it easy to deploy these new chips, then they have a chance—but that is a big if."
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Other analysts told Reuters that they think the move is too little, too late, telling Reuters that Nvidia's position is too strong, and combined with the efforts of other companies like Amazon (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) and Google, there simply isn't room for a new player.&nbsp;
Hendi Susanto, a portfolio manager at Gabelli Funds, told Reuters that the company provided a peek at their overall AI strategy on the call. That strategy is to focus on chips and systems that run AI applications and edge devices. "While these areas show promise, the scale and pace of their growth remain uncertain,&#8221; she said.
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Intel Planning A Homegrown Challenge To Nvidia, Says It's 'Not A Quick Fix'

Intel shares are trading lower after Seaport Global initiated coverage on the stock with a Sell rating and announced a price target of $18. Additionally, Rosenblatt maintained a Sell rating on the stock.

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul>
<li>Mizuho analyst Siti Panigrahi initiated coverage on OneStream, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/OS#NASDAQ">OS</a>) with an Outperform rating and announced a price target of $30. OneStream shares closed at $21.26 on Tuesday. <a href="https://www.benzinga.com/quote/OS/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Seaport Global analyst Jay Goldberg initiated coverage on NVIDIA Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) with a Sell rating and announced a price target of $100. Nvidia shares closed at $109.02 on Tuesday. <a href="https://www.benzinga.com/quote/NVDA/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Seaport Global analyst Jay Goldberg initiated coverage on Broadcom Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>) with a Buy rating and announced a price target of $230. Broadcom shares closed at $191.17 on Tuesday. <a href="https://www.benzinga.com/quote/AVGO/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Seaport Global analyst Jay Goldberg initiated coverage on Intel Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) with a Sell rating and announced a price target of $18. Intel shares closed at $20.34 on Tuesday. <a href="https://www.benzinga.com/quote/AFRM/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Seaport Global analyst Jay Goldberg initiated coverage on Advanced Micro Devices, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) with a Buy rating and announced a price target of $110. AMD shares closed at $96.06 on Tuesday.  <a href="https://www.benzinga.com/quote/MSFT/analyst-ratings">See how other analysts view this stock.</a></li>
</ul>
Considering buying NVDA stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="582" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/30090432/image-235-1024x582.png" alt="" class="wp-image-894927" style="width:586px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/30090432/image-235-1024x582.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/30090432/image-235-300x171.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/30090432/image-235-768x437.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/30090432/image-235.png 1110w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
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Initiation

This Nvidia Analyst Begins Coverage On A Bearish Note; Here Are Top 5 Initiations For Wednesday

Seaport Global analyst Jay Goldberg initiates coverage on Intel (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) with a Sell rating and announces Price Target of $18.

Price Target

Seaport Global Initiates Coverage On Intel with Sell Rating, Announces Price Target of $18

Rosenblatt analyst Kevin Cassidy maintains Intel (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) with a Sell and maintains $14 price target.

Rosenblatt Maintains Sell on Intel, Maintains $14 Price Target

Intel&nbsp;Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>)&nbsp;told Reuters on Tuesday that several contract manufacturing customers planned to <a target="_blank" href="https://www.benzinga.com/topic/intel" rel="noreferrer noopener">build test chips</a> for its forthcoming advanced manufacturing process as it struggled to win market share from &nbsp;Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>).
The chipmaker&#8217;s new 14A technology will follow 18A, which is scheduled to go into production in the second half of 2025, Intel <a href="https://www.bloomberg.com/news/articles/2025-04-29/intel-says-customers-preparing-to-test-new-production-technology?sref=TBDibEcD" target="_blank" rel="noopener">told</a> Bloomberg ahead of its Foundry Direct Connect event on Tuesday. At the event, <a href="https://www.benzinga.com/pressreleases/25/04/b45074209/intel-foundry-gathers-customers-and-partners-outlines-priorities" target="_blank" rel="noreferrer noopener">Intel Foundry Direct Connect</a> will share progress on multiple generations of its core process and advanced packaging technologies.
Also Read: <a target="_blank" href="https://www.benzinga.com/media/25/04/45008023/intel-weighs-taiwan-semiconductor-partnership-to-boost-chip-game" rel="noreferrer noopener">Intel Weighs Taiwan Semiconductor Partnership To Boost Chip Game</a>
It will also announce new ecosystem programs and partnerships and welcome industry leaders to discuss how a systems foundry approach enables collaboration with partners and unlocks innovation for customers. Intel CEO Lip-Bu Tan will open the event by discussing Intel Foundry&#8217;s progress and priorities as the company drives the next phase of its Foundry strategy. 
Intel told Bloomberg that multiple customers intend to build test chips on the new process node.
CEO Tan shared plans to leverage his relationships in the chip industry to win clients for custom chipmaking.
After assuming charge in March 2025, Tan vowed to reshape Intel, including revamping the company&#8217;s foundry operation.
Broadcom Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>)&nbsp;and Nvidia&nbsp;Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) have reportedly run tests for Intel&#8217;s current advanced manufacturing process, 18A.
Intel reiterated it was planning to ramp up the 18A process to high-volume production in 2025, Reuters reported Tuesday. It plans to manufacture chips with 18A initially at its research and development lab near Hillsboro, Oregon. The company&#8217;s factories in Arizona will ramp up production this year.
Synopsys (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SNPS#NASDAQ">SNPS</a>) senior vice president John Koeter emphasized the successful collaboration between Synopsys and Intel Foundry is advancing the semiconductor industry with silicon-to-system design solutions to meet the evolving needs for AI and high-performance computing applications.
Price Actions:&nbsp;At the last check Tuesday, INTC stock was down 0.46% to $20.43.
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Intel Ramps Up New Chip Tech To Take On Taiwan Semiconductor's Global Lead

Press Releases

Mobileye Announces Timing of its First Quarter 2025 Results

Intel Corporation Names UDT 2025 Partner of the Year for Education

Intel Announces Strategic Investment by Silver Lake in Altera

Class Valuation expands sales leadership with industry veterans Jim Bannister and Scott Shaw

Mobileye Releases First Quarter 2025 Results and Reaffirms Full-Year Outlook

Intel Reports First-Quarter 2025 Financial Results

Arqit, in collaboration with Equus and Intel, demonstrates a world-first Quantum-Safe CSfC-Compliant MACP Architecture for Classified Mobile Communications

Intel Foundry Gathers Customers and Partners, Outlines Priorities

Small Cap

Opinion

Quantum's Rise Could Mirror the AI Boom--Only Faster

ISS and Glass Lewis Join ADL and JLens in Recommending AGAINST Anti-Israel Shareholder Proposals at Intel, General Dynamics and Lockheed Martin

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Date	Put/Call	Strike Price	Exp Date	DTE	Trade Vol	Day Vol	Vol / OI	OI	Trade Type	Sentiment
03:20 PMFeb 20, 2025	CALL	$20.00	Mar 28, 2025	-44	1162	1145	83	1408	TRADE	BEARISH
12:06 PMFeb 20, 2025	CALL	$29.00	Jun 20, 2025	40	99	5000	4	2571	TRADE	BEARISH
03:44 PMFeb 19, 2025	CALL	$30.00	May 16, 2025	5	9484	3425	37	25390	TRADE	BULLISH
12:50 PMFeb 18, 2025	CALL	$23.00	Jun 20, 2025	40	11043	1070	68	16338	TRADE	BULLISH
09:58 AMFeb 14, 2025	CALL	$20.00	Mar 21, 2025	-51	28578	1387	47	60773	TRADE	NEUTRAL
01:09 PMFeb 13, 2025	PUT	$25.00	Mar 21, 2025	-51	27490	8000	143	19206	TRADE	BEARISH
09:56 AMFeb 13, 2025	CALL	$21.50	Feb 14, 2025	-86	3594	2314	26	14039	SWEEP	NEUTRAL

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