NVDA

NVIDIA Option Alert: May 23 $130 Calls Sweep (35) near the Ask: 2443 vs 36733 OI; Earnings 5/28 After Close 

NVIDIA Option Alert: May 23 $130 Calls Sweep (35) near the Ask: 2443 @ $4.0 vs 36733 OI; Earnings 5/28 After Close Ref=$130.5

NVIDIA Option Alert: Jun 20 $120 Calls at the Ask: 10000 vs 137106 OI; Earnings 5/28 After Close 

NVIDIA Option Alert: Jun 20 $120 Calls at the Ask: 10000 @ $14.3 vs 137106 OI; Earnings 5/28 After Close Ref=$129.895

NVIDIA Option Alert: May 30 $120 Calls Sweep (21) near the Bid: 501 vs 25971 OI; Earnings 5/28 After Close 

NVIDIA Option Alert: May 30 $120 Calls Sweep (21) near the Bid: 501 @ $12.5 vs 25971 OI; Earnings 5/28 After Close Ref=$129.66

NVIDIA Option Alert: Fri $120 Calls Sweep (3) above Ask!: 12000 vs 129908 OI; Earnings 5/28 After Close 

NVIDIA Option Alert: Fri $120 Calls Sweep (3) above Ask!: 12000 @ $10.83 vs 129908 OI; Earnings 5/28 After Close Ref=$130.565

NVIDIA Option Alert: Jun, 2026 $59 Calls Sweep (11) near the Ask: 503 vs 7101 OI; Earnings 5/28 After Close 

NVIDIA Option Alert: Jun, 2026 $59 Calls Sweep (11) near the Ask: 503 @ $75.5 vs 7101 OI; Earnings 5/28 After Close Ref=$129.9

NVIDIA Option Alert: Jun, 2026 $59 Calls at the Ask: 200 vs 7101 OI; Earnings 5/28 After Close 

NVIDIA Option Alert: Jun, 2026 $59 Calls at the Ask: 200 @ $75.5 vs 7101 OI; Earnings 5/28 After Close Ref=$129.82

NVIDIA Option Alert: Jun 20 $129 Calls Sweep (10) near the Ask: 949 vs 6646 OI; Earnings 5/28 After Close 

NVIDIA Option Alert: Jun 20 $129 Calls Sweep (10) near the Ask: 949 @ $8.432 vs 6646 OI; Earnings 5/28 After Close Ref=$129.455

NVIDIA Option Alert: Fri $132 Calls Sweep (3) near the Bid: 16002 vs 9814 OI; Earnings 5/28 After Close 

NVIDIA Option Alert: Fri $132 Calls Sweep (3) near the Bid: 16002 @ $1.407 vs 9814 OI; Earnings 5/28 After Close Ref=$129.2818

NVIDIA Option Alert: Jun 20 $125 Calls Sweep (47) near the Ask: 496 vs 57564 OI; Earnings 5/28 After Close 

NVIDIA Option Alert: Jun 20 $125 Calls Sweep (47) near the Ask: 496 @ $10.256 vs 57564 OI; Earnings 5/28 After Close Ref=$128.835

NVIDIA Option Alert: May 23 $120 Calls Sweep (3) above Ask!: 600 vs 28932 OI; Earnings 5/28 After Close 

NVIDIA Option Alert: May 23 $120 Calls Sweep (3) above Ask!: 600 @ $9.17 vs 28932 OI; Earnings 5/28 After Close Ref=$127.9599

NVIDIA Option Alert: May 30 $120 Calls Sweep (17) near the Bid: 500 vs 25971 OI; Earnings 5/28 After Close 

NVIDIA Option Alert: May 30 $120 Calls Sweep (17) near the Bid: 500 @ $10.902 vs 25971 OI; Earnings 5/28 After Close Ref=$127.6005

NVIDIA Option Alert: May 30 $130 Calls Sweep (38) near the Ask: 1004 vs 35872 OI; Earnings 5/28 After Close 

NVIDIA Option Alert: May 30 $130 Calls Sweep (38) near the Ask: 1004 @ $5.448 vs 35872 OI; Earnings 5/28 After Close Ref=$127.73

NVIDIA Option Alert: Jun 20 $130 Puts Sweep (67) near the Bid: 4162 vs 67935 OI; Earnings 5/28 After Close 

NVIDIA Option Alert: Jun 20 $130 Puts Sweep (67) near the Bid: 4162 @ $9.001 vs 67935 OI; Earnings 5/28 After Close Ref=$127.11

NVIDIA Option Alert: Jun 6 $130 Calls Sweep (7) near the Ask: 966 vs 17449 OI; Earnings 5/28 After Close 

NVIDIA Option Alert: Jun 6 $130 Calls Sweep (7) near the Ask: 966 @ $5.578 vs 17449 OI; Earnings 5/28 After Close Ref=$126.92

NVIDIA Option Alert: Jun 6 $130 Calls Sweep (43) near the Ask: 1919 vs 17449 OI; Earnings 5/28 After Close 

NVIDIA Option Alert: Jun 6 $130 Calls Sweep (43) near the Ask: 1919 @ $4.9 vs 17449 OI; Earnings 5/28 After Close Ref=$125.665

NVIDIA (NASDAQ:NVDA) 주식

NVIDIA CORP

NVIDIA

Nvidia is a leading developer of graphics processing units. Traditionally, GPUs were used to enhance the experience on computing platforms, most notably in gaming applications on PCs. GPU use cases have since emerged as important semiconductors used in artificial intelligence. Nvidia not only offers AI GPUs, but also a software platform, Cuda, used for AI model development and training. Nvidia is also expanding its data center networking solutions, helping to tie GPUs together to handle complex workloads.

Oracle

Equities

News

Markets

Tech

AAPL

MSFT

ORCL

SFTBF

SFTBY

오라클(NYSE:ORCL)은 약 400억 달러를 들여 엔비디아(NASDAQ:NVDA) GB200 AI &#39;슈퍼칩&#39; 40만 개를 구매해 텍사스주 애빌린에 오픈AI를 위한 대규모 신규 데이터센터를 구축할 계획인 것으로 알려졌다.

오라클, 오픈AI의 텍사스 데이터센터 위해 400억 달러 상당 엔비디아 GB200 칩 구매 계획

Chips, semiconductor shutterstock_2198551397

Price Target

Reiteration

Analyst Ratings

뱅크오브아메리카 증권의 애널리스트인 비벡 아리야는 목요일(22일) 엔비디아(NASDAQ:NVDA)에 대해 목표주가 160달러와 함께 매수 의견을 재차 확인했다.아리야는 공급망 인사이트, 투자자 토론, 최근 컴퓨텍스 전시회에서 특히 미국의 대중국 H20 판매 금지에 대한 엔비디아 측 발언에 따라 회계연도 1분기 전망을 업데이트했다. 

엔비디아 1분기 실적 예상치 상회 전망, 2분기 매출은 중국 수출 규제로 410억 달러 감소할 수도 - 뱅크오브아메리카

ETFs

Sector ETFs

BOTZ

iShares PHLX SOX Semiconductor Sector Index Fund

SOXX

최근 AMD(NASDAQ:AMD)와 엔비디아(NASDAQ:NVDA)의 발표를 보면 AI 경쟁이 이제 막 가열되고 있음을 알 수 있다. 두 거대 칩 기업이 큰 움직임을 보임에 따라 ETF 투자자들은 긴장을 늦추지 말아야 할 것이다. 이들의 대결 속 세 가지 주요 ETF가 이 고위험 드라마에 광범위하게 노출되고 있다.

엔비디아와 AMD의 AI 경쟁 속 주목해야 할 ETF 3종목

NVIDIA Corp

Seattle-based ElastixAI, founded just months ago by veteran engineers behind <a href="https://www.benzinga.com/news/25/05/45260075/apple-teams-up-with-ai-startup-anthropic-to-integrate-claude-sonnet-into-xcode-challenging-microsofts-github-copilot">Apple</a>'s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) $200 million acquisition of Xnor, has raised $16 million from top-tier investors, including Bellevue-based capital venture company FUSE.
The stealth-mode startup with elite Apple pedigree is quietly tackling one of the most expensive pain points in artificial intelligence deployment: <a href="https://www.benzinga.com/markets/equities/25/01/43256925/chamath-palihapitiya-warns-of-ai-shift-the-battle-is-now-more-about-ai-inference-vs-training-as-deepseek-sparks-nvidia-selloff">inference</a>,<a href="https://www.geekwire.com/2025/exclusive-former-apple-leaders-raise-16m-for-stealthy-seattle-startup-building-ai-inference-tech/"> GeekWire</a> reports.
Don't Miss:
<ul class="wp-block-list">
<li>Hasbro, MGM, and Skechers trust this AI marketing firm — <a href="https://www.benzinga.com/money/rad-intel">Invest before it's too late.</a></li>
<li>‘Scrolling To UBI' — Deloitte's #1 fastest-growing software company allows users to earn money on their phones. <a href="https://www.benzinga.com/money/mode-mobile-2">You can invest today for just $0.30/share with a $1000 minimum.</a></li>
</ul>
<h2 class="wp-block-heading">Elite Founders With Track Records at Apple, Waymo, Meta, and AI2</h2>
The founding team behind ElastixAI is no stranger to cutting-edge AI. According to GeekWire, CEO Mohammad Rastegari was co-founder and chief technology officer of Xnor, which was acquired by Apple in 2020 for its groundbreaking edge-based AI tools.
He spent four years at Apple following the acquisition and most recently served as a distinguished scientist at Meta (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>). Rastegari is also an affiliate assistant professor at the University of Washington and spent five years at the Allen Institute for AI, co-founded by the late Microsoft (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) visionary Paul Allen, GeekWire says.
Chief technology officer Saman Naderiparizi, who led hardware engineering at Xnor, was also a senior engineering manager at Apple. He's joined by third co-founder Mahyar Najibi, a former Apple engineer who also spent time at Waymo, Google's self-driving car project, GeekWire reports.
Trending: Maker of the $60,000 foldable home has 3 factory buildings, 600+ houses built, and big plans to solve housing — <a href="https://www.benzinga.com/money/boxabl-scaling-fast-from-spacex-orders-to-600-homes-built-this-60k-foldable-home-may-be-the-future-of-housing">this is your last chance to become an investor for $0.80 per share.</a>
<h2 class="wp-block-heading">Building a Scalable Inference Layer for AI's Next Generation</h2>
While training AI models gets most of the headlines, inference is where the real-world costs pile up. According to<a href="https://www.techtarget.com/searchenterpriseai/tip/AI-inference-vs-training-Key-differences-and-tradeoffs"> TechTarget</a>, every time a chatbot generates or replies to a question, a recommendation system suggests a new item or a smart device reacts to a real-world prompt, the model is performing inference. These post-deployment processes happen at scale and in real time, often thousands or millions of times a day. That volume drives up compute costs, latency concerns, and energy consumption.
GeekWire says that ElastixAI is focused on flexibility and configurability, giving enterprises and hyperscalers the ability to tune their inference infrastructure to specific needs. Whether running on edge devices or large cloud environments, the company's software-centric platform is designed to reduce both compute load and operational cost.
&#8220;We saw a gap when it comes to delivering AI inference at scale and at low cost,&#8221; Rastegari told GeekWire.
The startup remains in stealth, but its positioning puts it in conversation with major players like Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Coreweave (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>), and inference-focused startups such as Fireworks.ai and Together.ai, GeekWire says.
See Also: <a href="https://www.benzinga.com/money/this-ai-imaging-technology-has-been-used-in-more-than-500-surgeries-now-you-can-be-part-of-the-ai-imaging-revolution">Be part of the next med-tech breakthrough for only $350 — 500+ surgeries already done with nView's AI system.</a>
<h2 class="wp-block-heading">Strong Investor Support In a Crowded AI Infrastructure Race</h2>
The $16 million round includes participation from Catapult, Tyche Partners, Liquid 2 Ventures, and DNX Ventures, according to GeekWire.&nbsp;
Cameron Borumand, general partner at FUSE, told GeekWire the firm was "thrilled to back the elite technical founders at Elastix to solve the hardest problems around scaling compute and infrastructure in the fast-growing AI inference market."
The company is also well-placed within Seattle's booming AI scene. With Apple's growing presence in the region and continued investment in foundational technologies, ElastixAI has access to both talent and infrastructure, according to GeekWire.
As AI demand continues to surge, inference platforms are becoming critical infrastructure. ElastixAI's unique combination of flexibility, leadership, and investor confidence may position it as one of the most closely watched stealth startups of the future.
Read Next:
<ul class="wp-block-list">
<li>Nancy Pelosi Invested $5 Million In An AI Company Last Year — <a href="https://www.benzinga.com/money/elf-labs-ym?v=123">Here's How You Can Invest In Multiple Pre-IPO AI Startups With Just $1,000.</a></li>
<li>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 $0.30/share!</a></li>
</ul>
Image: Shutterstock

CRWV

Ex-Apple Engineers Behind $200M Xnor Deal Launch ElastixAI, Secure $16M To Revolutionize AI Inference Across Devices

Nearly two decades ago, Taiwan Semiconductor Manufacturing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) founder Morris Chang explained why Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) and Samsung Electronics (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>) wouldn&#8217;t stand a chance in the foundry business—and history is proving him right.
What Happened: During a 2007 conversation at the Computer History Museum, Chang addressed whether Intel or Samsung could compete with TSMC by using excess production capacity to enter the foundry market.
His response was blunt: "It's a completely different corporate culture."
He elaborated, recalling a conversation with a CEO who evaluated fab managers based on yield and cycle time metrics. "I said, we evaluate our plant managers by the satisfaction of our customers," he told Nvidia Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) CEO Jensen Huang, who was moderating the conversation.
See Also: <a href="https://www.benzinga.com/tech/25/03/44298588/lip-bu-tan-got-high-praise-from-tsmc-founder-morris-chang-for-saving-cadence-from-pretty-big-trouble-will-the-magic-work-at-the-new-intel">Lip-Bu Tan Got High Praise From TSMC Founder Morris Chang For Saving Cadence From &#8216;Pretty Big Trouble&#8217; — Will The Magic Work At The &#8216;New&#8217; Intel</a>
That difference, he said, meant rivals couldn't succeed even if they tried. "I decided right there that this guy is not going to be an effective competitor with me."
"I give you the same comment when you bring up Samsung and Intel. I have a great deal of respect for them in what they are doing, but I do not think that they will effectively compete with me in the foundry business even if they have excess capacity," Chang stated.
Subscribe to the&nbsp;<a href="https://bztechtrends.beehiiv.com/subscribe" target="_blank" rel="noreferrer noopener">Benzinga Tech Trends newsletter</a>&nbsp;to get all the latest tech developments delivered to your inbox.
After Chang's statement, Huang said that from a customer's perspective, the distinction between a semiconductor company of &#8220;force&#8221; and one of &#8220;agility and force&#8221; is critical.
"Agility is something that's tough to teach large corporations," he said, praising TSMC's culture of service and flexibility.
Chang added that TSMC's ability to manage nearly 50 customers within the same fab was a competitive advantage no other chipmaker had mastered. "We just learned it over 20 years—that's one of our trade secrets."
Why It&#8217;s Important: Today, TSMC is the dominant global foundry player with clients like Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), Nvidia and Advanced Micro Devices (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>).
Despite renewed pushes by Intel and Samsung into the contract manufacturing space, <a href="https://www.benzinga.com/news/24/08/40576490/taiwan-semiconductor-leads-foundry-market-samsung-and-intel-ramp-up-advanced-process-efforts-report">TSMC's lead remains formidable</a>, validating Chang's early insights.
According to a March 2025 Counterpoint research, TSMC dominates the global foundry market, steadily increasing its share from 58% in the second quarter of 2023 to 67% in the fourth quarter of 2024.
Samsung Foundry—TSMC's closest competitor—is losing market share, dropping from 12% to 11% during the same period.
<figure class="wp-block-image size-large is-resized"><img decoding="async" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/21203333/Screenshot-2025-05-22-at-6.03.24%E2%80%AFAM-1024x586.png" alt="" class="wp-image-923635" style="width:919px;height:auto" /><figcaption class="wp-element-caption">Source: Counterpoint</figcaption></figure>
Meanwhile, Intel&#8217;s foundry business has faced major hurdles, including $13 billion in annual losses last year, job cuts, a suspended dividend and a <a href="https://www.benzinga.com/news/legal/25/03/44157128/intel-beats-investor-lawsuit-after-32-billion-stock-plunge-judge-rules-foundry-losses-werent-misleading">shareholder lawsuit</a> over alleged concealment of internal issues.
The abrupt departure of CEO Pat Gelsinger also <a href="https://www.benzinga.com/news/25/02/43708460/bill-gates-has-a-soft-spot-for-intel-but-says-the-chip-giant-has-lost-its-way-questions-whether-the">added to the turmoil</a>.
Despite these setbacks, Intel remains determined to become the world's No. 2 foundry by 2030, aiming to surpass Samsung while competing with TSMC.
Last month, at the Intel Direct Connect event, new CEO Lip-Bu Tan reaffirmed the company&#8217;s commitment to <a href="https://www.benzinga.com/content/44656300/intels-big-bet-on-18a-will-lip-bu-tans-vision-pay-off">its foundry ambitions</a>.
Price Action: Intel shares have risen 2.32% year to date, while TSMC shares have declined by 4.87%. However, over the past five years, Intel stock has dropped 66.77%, whereas TSMC has surged 285.06%, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro data</a>.
Benzinga's Edge Rankings give Intel (INTC) a 19.77% growth rating. Want to see how it compares to TSMC and Samsung? <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">Click here for the full breakdown</a>.
<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 decoding="async" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/21203434/Screenshot-2025-05-22-at-6.04.07%E2%80%AFAM.png" alt="" class="wp-image-923637" /></a></figure>
Photo Courtesy: jamesonwu1972 On Shutterstock.com
Check out more of Benzinga&#8217;s Consumer Tech coverage by&nbsp;<a href="https://www.benzinga.com/topic/consumer-tech" target="_blank" rel="noreferrer noopener">following this link</a>.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/tech/25/05/45335671/morris-chang-once-talked-about-how-intel-turned-down-his-vision-for-tsmc-fast-forward-to-today-and-the-taiwanese-chipmaker-has-outgrown-intel-in-market-value-by-hundreds-of-billions">Morris Chang Once Talked About How Intel Turned Down His Vision For TSMC — Fast Forward To Today And The Taiwanese Chipmaker Has Outgrown Intel In Market Value By Hundreds Of Billions</a></li>
</ul>
Disclaimer:&nbsp;This content was partially produced with the help of&nbsp;<a href="https://www.benzinga.com/author/benzinga-neuro" target="_blank" rel="noreferrer noopener">Benzinga Neuro</a>&nbsp;and was reviewed and published by Benzinga editors.

INTC

SSNLF

Morris Chang Saw Writing On The Wall 20 Years Ago For The Likes Of Intel And Samsung And Why They Would Never Be Able To Beat TSMC In Foundry Business

President Donald Trump's push to bring back manufacturing to the U.S. from abroad has forced major companies to rethink their entire business models and invest in the country.
Earlier this year, Apple (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) announced plans to invest $500 billion in the U.S. to expand its manufacturing in the country, while Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) said last month that it will produce AI servers worth up to $500 billion in the U.S. Other major tech giants, including Amazon (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), Alphabet (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>, GOOGL)) and IBM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>), have also announced their U.S. investment plans.
Don't Miss:
<ul class="wp-block-list">
<li>Hasbro, MGM, and Skechers trust this AI marketing firm — <a href="https://www.benzinga.com/money/rad-intel">Invest before it's too late.</a></li>
<li>‘Scrolling To UBI' — Deloitte's #1 fastest-growing software company allows users to earn money on their phones. <a href="https://www.benzinga.com/money/mode-mobile-2">You can invest today for just $0.30/share with a $1000 minimum.</a></li>
</ul>
In an interview with <a href="https://www.cnbc.com/2025/04/29/cnbc-transcript-united-states-commerce-secretary-howard-lutnick-speaks-with-cnbcs-brian-sullivan-on-the-exchange-today.html">CNBC</a> last month, U.S. Commerce Secretary Howard Lutnick talked about the progress the Trump administration has made so far in reshoring key manufacturing. Lutnick said the U.S. needs to cut its reliance on foreign manufacturing for national security and economic progress.&nbsp;
<h2 class="wp-block-heading">‘Jobs of the Future'</h2>
Asked how the U.S. would secure the workforce needed for manufacturing, Lutnick said community colleges need to start training people for "jobs of the future" based on a "new model" where American families would work in major manufacturing plants.
"It's time to train people not to do the jobs of the past, but to do the great jobs of the future," Lutnick said. "You know, this is the new model where you work in these kinds of plants for the rest of your life and your kids work here and your grandkids work here."&nbsp;
Trending: Maker of the $60,000 foldable home has 3 factory buildings, 600+ houses built, and big plans to solve housing — <a href="https://www.benzinga.com/money/boxabl-scaling-fast-from-spacex-orders-to-600-homes-built-this-60k-foldable-home-may-be-the-future-of-housing">this is your last chance to become an investor for $0.80 per share.</a>
Lutnick called his proposed model the "future" of American manufacturing and said it would create job opportunities with salaries starting around $80,000 and rising to as much as $200,000.
"This is tradecraft. This is high school-educated, great jobs that start in the 80s and 90s and go up to one hundred and fifty to two hundred thousand dollars," according to Lutnick. "We are going to drive the high-value, high-performance jobs to America."
Lutnick's model assumes that the "rest of the world" will make "low-value" products and sell to the U.S. "inexpensively," he said.
When asked about the potential impact of automation and robotics on manufacturing, Lutnick said that even highly automated plants need humans to operate and fix equipment.
"What you're going to see is a highly automated plant that employs three thousand people per plant," he said. "You&#8217;ve got to remember these plants, all these automated arms and stuff. They need to be fixed. They all need a technician to fix them."
See Also: Nancy Pelosi Invested $5 Million In An AI Company Last Year — <a href="https://www.benzinga.com/money/elf-labs-ym?v=123">Here's How You Can Invest In Multiple Pre-IPO AI Startups With Just $1,000.</a>
Lutnick emphasized that bringing critical manufacturing back to the U.S. has national security significance, adding that without domestic semiconductor production, the country cannot build drones or fighter jets for its defense.
He also highlighted the importance of automobile manufacturing, connecting it to the production of military equipment.
"Why do you need to make autos? Because if you decide you want to make tanks and you want to make trucks and in military, if you don't have steel, if you don't have aluminum, if you don't have cars, you know what you are? You're nowhere," he said.
Americans are <a href="https://www.benzinga.com/personal-finance/25/05/45336111/warren-buffett-didnt-buy-a-new-car-for-years-heres-why-you-might-want-to-wait-even-with-looming-tariffs">scrambling</a> to buy new cars as Trump&#8217;s tariffs on imported vehicles and auto parts are expected to drive up prices. Some analysts <a href="https://www.usatoday.com/story/money/cars/2025/05/05/economists-tariff-costs-per-vehicle/83446003007/">estimate</a> the tariff impact to range from $2,000 to $15,000 per vehicle in the U.S.
Read Next:
<ul class="wp-block-list">
<li>Invest where it hurts — and help millions heal:<a href="https://www.benzinga.com/money/a-cure-for-osteoarthritis-powered-by-everyday-investors-cytonics-is-looking-to-beat-big-pharma-and-disrupt-a-390-billion-market"> Invest in Cytonics and help disrupt a $390B Big Pharma stronghold</a>.</li>
<li>Inspired by Uber and Airbnb &#8211; Deloitte's fastest-growing software company is transforming 7 billion smartphones into income-generating assets &#8211; <a href="https://www.benzinga.com/money/mode-mobile-2">with $1,000 you can invest at just $0.30/share!</a></li>
</ul>
Image: Shutterstock

Personal Finance

AMZN

GOOG

Trump's Commerce Secretary Says Future of American Manufacturing is 'Tradecraft' Jobs That Only Require High School Education - 'Great jobs that Start in $80,000'

Benzinga examined the prospects for<a href="http://www.benzinga.com/trading-ideas" target="_blank" rel="noreferrer noopener"> many investors' favorite stocks</a> over the last week — here's a look at some of our top stories.
U.S. markets experienced heightened volatility this week as President Donald Trump intensified trade tensions by threatening a 25% tariff on foreign-made Apple (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) products and announcing a 50% tariff on European Union imports starting June 1. These announcements led to a decline in major indices, with the S&amp;P 500 falling 0.7%, the Dow Jones dropping 0.6%, and the Nasdaq decreasing by 1%. Apple shares were particularly affected, losing 3% in value.
Investor concerns over the U.S. fiscal outlook grew as the 30-year Treasury yield briefly surpassed 5.15%, reflecting apprehensions about rising deficits and debt sustainability. A weak 20-year Treasury auction further exacerbated these fears, indicating diminished demand for long-term U.S. debt.
Looking ahead, market participants are closely monitoring upcoming U.S.-China trade negotiations and potential adjustments to existing tariffs. The Federal Reserve's stance on interest rates remains a focal point, especially as real borrowing costs rise, tightening broader financial conditions. Additionally, corporate earnings reports and economic indicators will continue to influence market dynamics in the coming weeks.
Benzinga provides daily reports on the stocks most popular with investors. Here are a few of this past week's most bullish and bearish posts that are worth another look.

The Bulls
<a href="https://www.benzinga.com/trading-ideas/technicals/25/05/45544614/google-could-smart-glasses-smart-speech-spark-the-stocks-next-big-leap">"Google: Could smart glasses, speech spark the stock's next big leap?"</a>, by Surbhi Jain, reports that Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) is gaining investor attention as its partnership with Warby Parker to develop AI-powered smart glasses and advancements in speech recognition technology signal a potential new growth narrative beyond search.
<a href="https://www.benzinga.com/government/regulations/25/05/45574763/goldman-sachs-defense-stock-golden-dome">"Goldman Sachs: Golden Dome is big win for this defense stock"</a>, by Piero Cingari, reports that Goldman Sachs Group Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GS#NYSE">GS</a>) analyst Noah Poponak reiterated a Buy rating on L3Harris Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LHX#NYSE">LHX</a>), highlighting its potential to secure billions in contracts from the Trump administration's $175 billion "Golden Dome" missile defense initiative.
<a href="https://www.benzinga.com/trading-ideas/movers/25/05/45531583/amd-nvidia-shares-jump-after-musk-highlights-xais-gpu-needs-we-expect-to-still-buy-a-lot">"AMD, Nvidia shares jump after Musk highlights xAI's GPU needs: ‘We expect to still buy a lot'"</a>, by Adam Eckert, reports that Advanced Micro Devices Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) and NVIDIA Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) shares rose after Elon Musk stated that Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) and xAI plan to purchase "a lot" of GPUs from both companies to support AI initiatives like robotaxis and the Optimus robot.
For additional bullish calls of the past week, check out the following:
<a href="https://www.benzinga.com/trading-ideas/movers/25/05/45541780/d-wave-quantum-stock-extends-rally-as-momentum-builds-following-launch-of-new-quantum-system">D-Wave Quantum Stock Extends Rally As Momentum Builds Following Launch Of New Quantum System</a>
<a href="https://www.benzinga.com/25/05/45517783/magnificent-7-stun-the-street-with-the-best-earnings-beat-since-2021">Magnificent 7 Stun The Street With Best Earnings Beat Since 2021</a>
<a href="https://www.benzinga.com/25/05/45540768/medtronic-beats-q4-forecasts-hikes-dividend-plans-diabetes-spinoff">Medtronic Beats Q4 Forecasts, Hikes Dividend, Plans Diabetes Spinoff</a>

The Bears
<a href="https://www.benzinga.com/news/legal/25/05/45568107/solar-energy-stocks-drop-as-house-approves-major-rollback-of-climate-incentives">"Solar energy stocks drop as House approves major rollback of climate incentives"</a>, by Erica Kollmann, reports that Sunrun Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RUN#NASDAQ">RUN</a>) shares fell after the House passed President Trump's "One Big, Beautiful Bill," which rolls back key climate incentives, leaving the solar industry facing uncertainty as the bill moves to the Senate.
<a href="https://www.benzinga.com/25/05/45540759/target-stock-slips-as-q1-earnings-miss-estimates-fy2025-outlook-cut-amid-slowing-sales">"Target stock slips as Q1 earnings miss estimates, FY2025 outlook cut amid slowing sales"</a>, by Nabaparna Bhattacharya, reports that Target Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TGT#NYSE">TGT</a>) shares fell after the company missed Q1 earnings expectations and lowered its FY2025 outlook, citing a 3.8% drop in comparable sales driven by tariffs, weakened consumer sentiment, and backlash from scaling back diversity, equity, and inclusion initiatives.
<a href="https://www.benzinga.com/news/rumors/25/05/45555558/wolfspeed-stock-plunges-59-on-bankruptcy-fears-options-traders-cash-in">"Wolfspeed stock plunges 59% on bankruptcy fears: Options traders cash in"</a>, by Erica Kollmann, reports that Wolfspeed Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WOLF#NYSE">WOLF</a>) shares plummeted 59% to $1.28 after reports emerged that the company is preparing to file for Chapter 11 bankruptcy, with options traders profiting from heavy put activity ahead of the news.
For more bearish takes, be sure to see these posts:
<a href="https://www.benzinga.com/government/regulations/25/05/45554854/health-care-stocks-like-unitedhealth-cvs-tank-on-wednesday-heres-why">Health Care Stocks Like UnitedHealth, CVS Tank On Wednesday: Here's Why</a>
<a href="https://www.benzinga.com/25/05/45567780/hims-hers-health-stock-is-tumbling-thursday-whats-happening">Hims &amp; Hers Health Stock Is Tumbling Thursday: What's Happening?</a>
<a href="https://www.benzinga.com/markets/equities/25/05/45532892/legendary-investor-jeremy-grantham-warns-of-50-stock-market-crash">Legendary Investor Jeremy Grantham Warns Of 50% Stock Market Crash</a>

Keep up with all the latest breaking news and trading ideas by following <a href="https://twitter.com/Benzinga" target="_blank" rel="noreferrer noopener">Benzinga</a><a href="http://twitter.com/Benzinga" target="_blank" rel="noreferrer noopener"> on X</a>.
Image created using artificial intelligence via Midjourney.

GOOGL

Hims & Hers Health, Inc. Class A Common Stock

HIMS

QBTS

TSLA

WOLF

Benzinga Bulls And Bears: Alphabet, L3Harris, Target — And Latest Tariff News Roils Markets

Rain AI, a San Francisco-based chip startup backed by OpenAI CEO <a href="https://www.benzinga.com/news/25/05/45230322/worldcoins-orb-mini-launches-in-u-s-backed-by-sam-altman-visa-and-match-group-to-distinguish-humans-from-ai">Sam Altman</a>, is exploring a sale after its ambitious $150 million Series B funding round failed to secure investors.
Despite early backing from Altman in a $25 million seed round in 2022, Rain AI has struggled to convert technical ambition into scalable business outcomes. The company, which aimed to rival industry giants like Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) with its energy-efficient <a href="https://www.benzinga.com/25/05/45427189/tencent-says-it-has-enough-high-end-ai-chips-to-train-models-for-generations-after-trump-administration-bans-huawei-tech-anywhere-in-the-world">chips</a>, is now in discussions with potential buyers, including OpenAI, according to<a href="https://nypost.com/2025/05/15/business/sam-altman-backed-chipmaking-startup-rain-ai-explores-sale-after-150m-fundraising-flops-sources/"> New York Post</a>.
Don't Miss:
<ul class="wp-block-list">
<li>Hasbro, MGM, and Skechers trust this AI marketing firm — <a href="https://www.benzinga.com/money/rad-intel">Invest before it's too late.</a></li>
<li>‘Scrolling To UBI' — Deloitte's #1 fastest-growing software company allows users to earn money on their phones. <a href="https://www.benzinga.com/money/mode-mobile-2">You can invest today for just $0.30/share with a $1000 minimum.</a></li>
</ul>
<h2 class="wp-block-heading">Inside Rain AI's Pivot</h2>
<a href="https://www.wired.com/story/openai-buy-ai-chips-startup-sam-altman/">Wired</a> reports that Rain AI aimed to develop neuromorphic chips designed to process AI workloads more efficiently by mimicking how the human brain functions. According to Wired, the company hoped these chips would deliver better performance at a fraction of the power consumption compared to traditional graphics processing units, making them ideal for generative AI models.
According to the Post, testing showed promising results, but the company failed to secure major commercial contracts or letters of intent, a problem that hampered investor confidence. One source close to the company told the Post that the founders were talented engineers but lacked the sales acumen to close enterprise deals.
Trending: Maker of the $60,000 foldable home has 3 factory buildings, 600+ houses built, and big plans to solve housing — <a href="https://www.benzinga.com/money/boxabl-scaling-fast-from-spacex-orders-to-600-homes-built-this-60k-foldable-home-may-be-the-future-of-housing">this is your last chance to become an investor for $0.80 per share.</a>
Rain AI&#8217;s co-founder, Jack Kendall, acknowledged to stakeholders that the company was rapidly depleting its cash reserves and urgently required a $3 million bridge fund to sustain operations while negotiating a potential acquisition. The Post says that the company has since secured the emergency funding and entered what was described as &#8220;good progress&#8221; in acquisition talks with multiple interested parties.
These talks involve several high-profile technology firms that view Rain AI's hardware as a strategic foothold in the increasingly competitive chip market. While the company had originally planned to launch its Series B round in December, the raise was delayed repeatedly due to leadership instability and difficulty closing large institutional checks, the Post reports.
The company also hired former Apple (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) veteran Jean-Didier Allegrucci to lead chip development efforts, bringing experience from Apple's custom silicon division, the Post says.
See Also: The team behind $6B+ in licensing deals is now building the next billion-dollar IP empire — <a href="https://www.benzinga.com/money/elf-labs-ym?v=123">invest early at $2.25/share.</a>
<h2 class="wp-block-heading">Executive Reshuffle and Emergency Capital</h2>
Will Passo, Rain AI's co-founder and original CEO, stepped down citing personal reasons, and Kendall has since taken over as CEO, the Post reports.
Rain AI is now in discussions with multiple technology giants about a potential acquisition. OpenAI, which has begun interviewing Rain employees to assess talent fit, is a top contender. Altman had previously pitched OpenAI investors to support Rain AI's Series B, aiming for a $600 million valuation, according to the Post.
Rain AI's uncertain future unfolds against a backdrop of aggressive expansion in the AI hardware ecosystem. The Post reports that Nvidia, Elon Musk's xAI, Microsoft (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), and BlackRock (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BLK#NYSE">BLK</a>) are among the giants investing more than $30 billion to build the next generation of AI infrastructure.
Rain AI may not have achieved its original vision, but its core technology and its team remain valuable assets for any player looking to gain ground in the competitive AI chip race.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/money/this-ai-imaging-technology-has-been-used-in-more-than-500-surgeries-now-you-can-be-part-of-the-ai-imaging-revolution">Be part of the next med-tech breakthrough for only $350 — 500+ surgeries already done with nView's AI system.</a></li>
<li>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 $0.30/share!</a></li>
</ul>
Image: Shutterstock

Sam Altman's $150M AI Chip Bet Crashes: Rain AI Faces Sale As OpenAI, Nvidia, And Microsoft Circle The Wreckage

At its <a href="https://www.benzinga.com/news/25/05/45573921/alphabet-shares-gain-following-annual-developer-conference-whats-going-on">annual developer conference</a> this week, Alphabet Inc.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) Google unveiled Veo 3, the latest upgrade to its AI video generation tool developed by Google DeepMind.
What Happened: The new model doesn't just generate high-resolution, cinematic visuals — it also <a href="https://www.benzinga.com/25/05/45560919/everyones-losing-their-minds-over-googles-veo-3-ai-videos-and-everyones-also-annoyed-they-cant-actually-use-it-yet-here-are-some-wild-examples-of-the-magic-this-model-can-create">includes realistic audio</a>, such as ambient sound, effects, and even spoken dialogue, setting it apart from competing tools.
Unlike OpenAI's Sora, Meta Platforms, Inc.'s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) MovieGen, or Runway's Gen-4, none of which currently offer audio support, Veo 3's ability to merge visuals with synchronized sound has sparked a wave of viral clips that left many online users questioning whether they were seeing AI or reality.
"It's kind of mindblowing how good Veo 3 is at modeling intuitive physics," said Demis Hassabis, co-founder and CEO of Google DeepMind, on Friday, adding that this progress could offer crucial insights into the computational complexity of the universe.
See Also:&nbsp;<a href="https://www.benzinga.com/tech/25/05/45486639/sundar-pichai-reveals-google-parent-once-super-intensely-debated-about-buying-netflix-in-a-world-of-butterfly-effects" target="_blank" rel="noreferrer noopener">Sundar Pichai Reveals Google-Parent Once Super Intensely Debated About Buying Netflix: ‘In A World Of Butterfly Effects…&#8217;</a>
In response, Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) CEO Elon Musk replied, saying, "It is awesome. Nice work." Musk <a href="https://www.benzinga.com/tech/24/12/42525899/elon-musk-reacts-after-sundar-pichai-shares-veo-2-as-google-looks-to-challenge-openais-sora-in-ai-video-race-looks-impressive">expressed admiration</a> for Google's Veo 2 last year.
<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">It is awesome. Nice work.
&mdash; Kekius Maximus (@elonmusk) <a href="https://twitter.com/elonmusk/status/1926064002703999037?ref_src=twsrc%5Etfw">May 23, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
Subscribe to the&nbsp;<a href="https://bztechtrends.beehiiv.com/subscribe" target="_blank" rel="noreferrer noopener">Benzinga Tech Trends newsletter</a>&nbsp;to get all the latest tech developments delivered to your inbox.
Why It's Important: While Musk has been praising Google's video models, he has previously voiced concerns about Google's Gemini, which he accused of being biased following widespread backlash over its <a href="https://www.benzinga.com/news/24/02/37258050/elon-musk-pushes-xais-grok-ai-chatbot-after-google-gemini-comes-under-fire-truth-never-been-more-ess">inability to generate accurate images</a>.
Meanwhile, earlier this week, it was reported that Musk's AI venture, xAI, is gearing up for a major investment that could significantly benefit Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>). xAI intends to deploy <a href="https://www.benzinga.com/25/05/45534923/elon-musks-xai-plans-3040-billion-gpu-buy-near-memphis-nvidia-set-to-be-the-biggest-winner-says-top-analyst">1 million GPUs near Memphis</a>.
Price Action: Alphabet Inc.&#8217;s Class A shares slipped 1.40% on Friday, with Class C shares down 1.39%, based on <a href="https://pro.benzinga.com/dashboard">data from Benzinga Pro</a>.
According to Benzinga Edge Stock Rankings, Alphabet holds a growth score of 88.68%. <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 other companies</a>.
<figure class="wp-block-image aligncenter size-full"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img decoding="async" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/24033759/Screenshot-2025-05-24-at-7.03.26%E2%80%AFAM-1.png" alt="" class="wp-image-926828" /></a></figure>
Check out more of Benzinga&#8217;s Consumer Tech coverage by&nbsp;<a href="https://www.benzinga.com/topic/consumer-tech" target="_blank" rel="noreferrer noopener">following this link</a>.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/25/05/45599346/why-googles-demis-hassabis-disagrees-with-co-founder-sergey-brin-on-when-agi-will-arrive-and-sets-a-much-higher-bar">Why Google&#8217;s Demis Hassabis Disagrees With Co-Founder Sergey Brin On When AGI Will Arrive: &#8216;I Have Quite A High Bar&#8217;</a></li>
</ul>
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: Shutterstock

Elon Musk Praises Google DeepMind's Veo 3 AI Video Model, Says 'It Is Awesome'

Oracle Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) reportedly plans to spend approximately $40 billion to purchase 400,000 of Nvidia Corp.'s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) <a href="https://www.benzinga.com/media/25/05/45572904/nvidia-powers-big-gains-for-quanta-pegatron-as-ai-demand-explodes">GB200 AI "superchips"</a> to power a massive new data center for OpenAI in Abilene, Texas.
What Happened: The site is part of Stargate, a $500 billion AI infrastructure project spearheaded by OpenAI and SoftBank Group Corp. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SFTBF#OTC">SFTBF</a>) (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SFTBY#OTC">SFTBY</a>).
Once completed, the facility will deliver 1.2 gigawatts of power, making it one of the largest AI data centers globally, according to <a href="https://www.ft.com/content/a9cd130f-f6bf-4750-98cc-19d87394e657">a</a> report by the Financial Times, citing several people familiar with the matter.
Oracle will lease the site for 15 years and provide compute capacity to OpenAI, which no <a href="https://www.benzinga.com/25/05/45539207/sam-altmans-openai-raises-116-billion-for-texas-data-center-as-it-moves-to-reduce-reliance-on-microsoft-report">longer relies exclusively</a> on Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) for infrastructure support.
The Texas facility is being developed by Crusoe and Blue Owl Capital, with more than $15 billion in debt and equity raised, including a total of $9.6 billion loan from JPMorgan Chase &amp; Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JPM#NYSE">JPM</a>).
See Also: <a href="https://www.benzinga.com/general/entertainment/25/05/45581252/marvel-delays-robert-downey-jr-starrer-avengers-doomsday-and-secret-wars-to-december-2026-but-disney-has-a-summer-blockbuster-in-store">Marvel Delays Robert Downey Jr. Starrer &#8216;Avengers: Doomsday&#8217; And &#8216;Secret Wars&#8217; To December 2026, But Disney Has A Summer Blockbuster In Store</a>
Construction began in June 2024, and the center is expected to be fully operational by mid-2026.
Once finished, its scale will be comparable to Elon Musk's <a href="https://www.benzinga.com/government/regulations/25/05/45511489/elon-musk-touts-xais-colossus-2-as-first-gigawatt-ai-supercluster-powered-by-168-tesla-megapacks-amid-agi-push">proposed expansion</a> of his "Colossus" data center in Memphis, Tennessee, which aims to accommodate around 1 million Nvidia chips.
Why It's Important: Previously, OpenAI relied heavily on Microsoft's Azure cloud platform. However, earlier this year, the two companies agreed to end their exclusivity deal after OpenAI&#8217;s compute needs began to outpace Microsoft's capacity, the report added.
Earlier this week, it was also reported that <a href="https://www.benzinga.com/trading-ideas/movers/25/05/45550033/openai-teams-up-with-iphone-designer-jony-ive-as-chatgpt-maker-makes-push-into-hardware-apple-shares-slide">OpenAI is acquiring</a> Jony Ive's AI device startup, io Products, in a $6.5 billion all-stock deal.
Ive, known for designing the iPhone and other iconic Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) products, will join forces with OpenAI to develop AI hardware.
Price Action: Oracle shares dipped 0.013% in after-hours trading, reaching $155.95 at the time of writing, after falling 0.85% during regular trading hours on Friday, according to <a href="http://pro.benzinga.com/">Benzinga Pro</a>.
Benzinga Edge Stock Rankings gives Oracle a growth score of 31.75%, highlighting the company's solid market momentum. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">Click here to see how it compares to other stocks</a>.
<figure class="wp-block-image aligncenter size-full"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img decoding="async" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/24015550/Screenshot-2025-05-24-at-11.22.25%E2%80%AFAM.png" alt="" class="wp-image-926802" /></a></figure>
Read Next:&nbsp;
<ul class="wp-block-list">
<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>
</ul>
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: Sundry Photography / Shutterstock.com

Oracle To Spend $40 Billion On Nvidia GB200 Chips For OpenAI's Texas Data Center: Report

<a href="https://www.ft.com/content/a9cd130f-f6bf-4750-98cc-19d87394e657">https://www.ft.com/content/a9cd130f-f6bf-4750-98cc-19d87394e657</a>

General

Oracle Will Purchase Around 400,000 Of Nvidia's Gb200 Chips

'Oracle to buy $40B of Nvidia chips for OpenAI's new US data centre'- Financial Times

BofA Securities analyst Vivek Arya reiterated a Buy rating on NVIDIA Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) with a $160 price target on Thursday.
Arya updated his fiscal first quarter outlook following supply chain insights, investor discussions and Nvidia&#8217;s remarks at the recent Computex trade show, particularly concerning the U.S. ban <a href="https://www.benzinga.com/topic/nvidia">on H20 sales to China.</a>
He highlighted a disconnect between Nvidia's stated $15 billion in lost China sales, the revised fiscal 2026 (calendar 2025) sales estimate of $10 billion–$12 billion and the more conservative $3.8 billion in consensus revisions. Depending on China shipment timing, this could amplify to a $4 billion–$5 billion headwind in the fiscal second quarter.
Gross margin recovery remains a key focus. Arya looks for management confidence in restoring margins to the mid-70s in the second half, driven by Blackwell ramp-up and rack-level product yields.
Also Read: <a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/05/45587680/emergence-of-ualink-as-a-viable-alternative-could-challenge-nvidias-dominance-analyst-asserts" target="_blank" rel="noreferrer noopener">Emergence Of UALink As A Viable Alternative Could Challenge Nvidia&#8217;s Dominance, Analyst Asserts</a>
Despite these near-term headwinds, Arya considers Nvidia as a top sector pick, citing its unique position in global AI deployment and potential China sales rebound through redesigned, compliant products later in the year.
For the fiscal first quarter, Arya expects a modest beat versus Nvidia's $43 billion guidance and consensus of $43.4 billion. However, the $5.5 billion H20-related inventory write-off may pull gross margins to ~58%, below the 71% guide. He forecasts adjusted EPS at 74 cents, under the consensus of 88 cents. No material H20 impact is expected in the first quarter.
Fiscal second quarter consensus has dropped from $48 billion (pre H20 ban) to $46.4 billion, with investor expectations closer to $45 billion–$46 billion. Current models only reflect a ~$2 billion H20 headwind, which may be optimistic if early-year sales were front-loaded.
By comparison, Advanced Micro Devices Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) estimated 47% of its $1.5 billion China impact would hit in the second quarter. Applying that ratio to Nvidia&#8217;s $15 billion China headwind implies a $7 billion second quarter hit, potentially dropping sales guidance to $41 billion, well below consensus. This would imply an adjusted EPS of ~85 cents, 16% below estimates.
Looking further ahead, Arya estimates the $15 billion China sales headwind could bring fiscal 2026 revenue down to $190 billion, 6% below consensus, and adjusted EPS to $3.93, 10% below the current $4.38, or 14% below the pre-ban $4.56 consensus.
A potential upside could from a faster non-China Blackwell ramp as Nvidia accelerates testing of its move back to &#8220;Bianca&#8221; compute boards from the prior decision to move to &#8220;Cordelia&#8221; boards for GB300 GPU.
NVDA Price Action:&nbsp;Nvidia stock is trading lower by 0.76% to $131.82 at publication on Friday.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/media/25/05/45572904/nvidia-powers-big-gains-for-quanta-pegatron-as-ai-demand-explodes" target="_blank" rel="noreferrer noopener">Nvidia Powers Big Gains For Quanta, Pegatron As AI Demand Explodes</a></li>
</ul>
Photo: Shutterstock

Nvidia May Beat Q1, But Q2 Sales Could Fall To $41 Billion On China Ban, BofA Securities Analyst Warns

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. 
Here's the list of options activity happening in today's session: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>NVDA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/23/25</td>
<td>$131.00</td>
<td>$29.8K</td>
<td>7.6K</td>
<td>118.4K</td>
</tr>
<tr>
<td>MSTR</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>05/30/25</td>
<td>$410.00</td>
<td>$68.1K</td>
<td>2.7K</td>
<td>28.3K</td>
</tr>
<tr>
<td>PLTR</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>05/23/25</td>
<td>$123.00</td>
<td>$26.0K</td>
<td>5.7K</td>
<td>9.3K</td>
</tr>
<tr>
<td>AVGO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/06/25</td>
<td>$250.00</td>
<td>$78.0K</td>
<td>4.5K</td>
<td>3.6K</td>
</tr>
<tr>
<td>RGTI</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$15.00</td>
<td>$28.6K</td>
<td>3.2K</td>
<td>2.3K</td>
</tr>
<tr>
<td>APLD</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/15/27</td>
<td>$5.00</td>
<td>$27.2K</td>
<td>5.7K</td>
<td>2.1K</td>
</tr>
<tr>
<td>AAPL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>07/18/25</td>
<td>$195.00</td>
<td>$226.8K</td>
<td>2.3K</td>
<td>1.0K</td>
</tr>
<tr>
<td>MSFT</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$455.00</td>
<td>$221.0K</td>
<td>2.0K</td>
<td>517</td>
</tr>
<tr>
<td>AMD</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$120.00</td>
<td>$34.9K</td>
<td>9.4K</td>
<td>453</td>
</tr>
<tr>
<td>INTU</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/18/25</td>
<td>$720.00</td>
<td>$446.0K</td>
<td>1</td>
<td>428</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 bullish, is expiring today. Parties traded 284 contract(s) at a $131.00 strike. This particular call needed to be split into 15 different trades to become filled. The total cost received by the writing party (or parties) was $29.8K, with a price of $105.0 per contract. There were 7616 open contracts at this strike prior to today, and today 118427 contract(s) were bought and sold. 
• For MSTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>), we notice a call option trade that happens to be bullish, expiring in 7 day(s) on May 30, 2025. This event was a transfer of 213 contract(s) at a $410.00 strike. The total cost received by the writing party (or parties) was $68.1K, with a price of $320.0 per contract. There were 2797 open contracts at this strike prior to today, and today 28378 contract(s) were bought and sold. 
• For PLTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>), we notice a put option sweep that happens to be bearish, is expiring today. Parties traded 500 contract(s) at a $123.00 strike. This particular put needed to be split into 11 different trades to become filled. The total cost received by the writing party (or parties) was $26.0K, with a price of $52.0 per contract. There were 5725 open contracts at this strike prior to today, and today 9362 contract(s) were bought and sold. 
• For AVGO (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), we notice a call option sweep that happens to be bullish, expiring in 14 day(s) on June 6, 2025. This event was a transfer of 200 contract(s) at a $250.00 strike. This particular call needed to be split into 20 different trades to become filled. The total cost received by the writing party (or parties) was $78.0K, with a price of $390.0 per contract. There were 4537 open contracts at this strike prior to today, and today 3628 contract(s) were bought and sold. 
• Regarding RGTI (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RGTI#NASDAQ">RGTI</a>), we observe a call option sweep with bearish sentiment. It expires in 28 day(s) on June 20, 2025. Parties traded 173 contract(s) at a $15.00 strike. This particular call needed to be split into 16 different trades to become filled. The total cost received by the writing party (or parties) was $28.6K, with a price of $165.0 per contract. There were 3226 open contracts at this strike prior to today, and today 2363 contract(s) were bought and sold. 
• For APLD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APLD#NASDAQ">APLD</a>), we notice a call option sweep that happens to be bearish, expiring in 602 day(s) on January 15, 2027. This event was a transfer of 69 contract(s) at a $5.00 strike. This particular call needed to be split into 4 different trades to become filled. The total cost received by the writing party (or parties) was $27.2K, with a price of $395.0 per contract. There were 5717 open contracts at this strike prior to today, and today 2111 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 bullish sentiment. It expires in 56 day(s) on July 18, 2025. Parties traded 200 contract(s) at a $195.00 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 $226.8K, with a price of $1134.0 per contract. There were 2383 open contracts at this strike prior to today, and today 1029 contract(s) were bought and sold. 
• Regarding MSFT (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), we observe a call option trade with bearish sentiment. It expires in 84 day(s) on August 15, 2025. Parties traded 100 contract(s) at a $455.00 strike. The total cost received by the writing party (or parties) was $221.0K, with a price of $2210.0 per contract. There were 2070 open contracts at this strike prior to today, and today 517 contract(s) were bought and sold. 
• For AMD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), we notice a call option trade that happens to be bullish, expiring in 84 day(s) on August 15, 2025. This event was a transfer of 57 contract(s) at a $120.00 strike. The total cost received by the writing party (or parties) was $34.9K, with a price of $613.0 per contract. There were 9420 open contracts at this strike prior to today, and today 453 contract(s) were bought and sold. 
• Regarding INTU (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTU#NASDAQ">INTU</a>), we observe a put option sweep with bearish sentiment. It expires in 56 day(s) on July 18, 2025. Parties traded 154 contract(s) at a $720.00 strike. This particular put needed to be split into 29 different trades to become filled. The total cost received by the writing party (or parties) was $446.0K, with a price of $2850.0 per contract. There were 1 open contracts at this strike prior to today, and today 428 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

APLD

AVGO

INTU

MSTR

PLTR

RGTI

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

Trading Ideas

CSCO

CNBC Halftime Report Final Trades: NVDIA, Cisco Systems, Rio Tinto, Chipotle Mexican Grill

Seattle-based startup Tensor9 has raised a $4 million seed round to reshape how enterprise software, especially <a href="https://www.benzinga.com/markets/emerging-markets/25/01/43138024/alibaba-cloud-unveils-new-ai-tools-and-language-models-to-empower-global-developers">AI tools</a>, is deployed inside high-security environments. The company is led by Michael Ten-Pow, a former Amazon Web Services engineer with over a decade of cloud infrastructure experience at <a href="https://www.benzinga.com/news/25/05/45338099/amazon-backed-glaciers-16m-funding-boosts-ai-robots-capable-of-sorting-30-material-types-transforming-recycling-industry">Amazon</a> (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>).
Founded in 2023, Tensor9 has already attracted the attention of heavy-hitting investors. Wing VC led the round, joined by Level Up Ventures, Model Ventures' Devang Sachdev, and NVAngels, a group of ex-Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) professionals, according to<a href="https://www.geekwire.com/2025/amazon-vets-land-4m-for-seattle-data-security-startup-tensor9/"> GeekWire</a>.
Don't Miss:
<ul class="wp-block-list">
<li>Hasbro, MGM, and Skechers trust this AI marketing firm — <a href="https://www.benzinga.com/money/rad-intel">Invest before it's too late.</a></li>
<li>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 $0.30/share!</a></li>
</ul>
<h2 class="wp-block-heading">Tensor9 Is Solving the Enterprise Deployment Barrier</h2>
According to<a href="https://techcrunch.com/2025/05/14/tensor9-helps-vendors-deploy-their-software-into-any-environment-using-digital-twins/"> TechCrunch</a>, Tensor9 is focused on solving a growing problem: how to let vendors deliver advanced AI software to enterprise clients without forcing sensitive data out of its original environment.
TechCrunch says that the company enables vendors to install their software directly into a client's existing tech infrastructure, whether it lives in the cloud, on-premise, or on bare metal servers. Instead of shipping data to a software-as-a-service platform, vendors can now deploy code inside a customer's walls, which is crucial for industries like finance, healthcare, and government.
Tensor9 uses a digital twin architecture to make this possible. Each customer environment is mirrored through a virtual replica, which allows vendors to monitor, support, and update deployed software without breaching any privacy firewalls. Logs, metrics, and even hardware issues are fed back to this virtual twin in real time, GeekWire says.
Trending: Maker of the $60,000 foldable home has 3 factory buildings, 600+ houses built, and big plans to solve housing — <a href="https://www.benzinga.com/money/boxabl-scaling-fast-from-spacex-orders-to-600-homes-built-this-60k-foldable-home-may-be-the-future-of-housing">this is your last chance to become an investor for $0.80 per share.</a>
&#8220;You can't just throw a piece of software over the wall, or it's very difficult to throw a piece of software over the wall, and know what's going on, be able to find issues, debug them, fix them,&#8221; Tensor9 CEO Ten-Pow told TechCrunch. &#8220;They see it running, they can debug it, they can log in and understand what the issues are and fix them.&#8221;
<h2 class="wp-block-heading">From Bootstrapped Beginnings To High-Profile Traction</h2>
Tensor9 began as a bootstrapped project after Ten-Pow realized that System and Organization Controls 2 compliance wasn't the real obstacle stopping startups from closing enterprise deals. Instead, companies wanted software that could run locally, under their own control, with no risk to data sovereignty, TechCrunch reports.
That insight became the foundation for Tensor9. In the same year the company launched, Ten-Pow brought on two former AWS colleagues, Matt Michie and Matt Shanker, as founding engineers, TechCrunch says. According to the company&#8217;s<a href="https://www.tensor9.com/company.html"> website</a>, Dan Armendariz, who also comes from Amazon, is a founding engineer as well. Shanker brings additional experience from Epic and Twitter, while chief engineer Matt Michie's background includes work at Amazon, Meta (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>), Uber (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NYSE">UBER</a>), and Twitter.
Tensor9 is currently working with AI companies like 11x, Retell AI, and Dyna AI, which need to deliver privacy-preserving solutions to major clients in finance and data-heavy sectors, according to TechCrunch.&nbsp;
See Also: <a href="https://www.benzinga.com/money/this-ai-imaging-technology-has-been-used-in-more-than-500-surgeries-now-you-can-be-part-of-the-ai-imaging-revolution">Be part of the next med-tech breakthrough for only $350 — 500+ surgeries already done with nView's AI system.</a>
<h2 class="wp-block-heading">Funding To Expand Into More Verticals</h2>
With $4 million secured, Tensor9 plans to hire additional engineers and refine its platform for wider industry use, as detailed on the company's website. TechCrunch says that the team is already seeing interest beyond voice AI, branching into enterprise search, data management, and large-scale database software.
&#8220;We have a simple model but underneath the covers there's a lot of complexity that makes that happen, hard technical challenges that we've solved to make that happen,&#8221; Ten-Pow told TechCrunch. &#8220;I think that was one of the things that helped us convince the investors to invest in us.&#8221;
As data privacy rules tighten and AI adoption grows, startups like Tensor9 may be able to redefine how intelligent software reaches the enterprise. Their hybrid approach of marrying cloud-like control with on-prem security could be the model that finally unlocks enterprise AI at scale.
Read Next:
<ul class="wp-block-list">
<li>Invest where it hurts — and help millions heal:<a href="https://www.benzinga.com/money/a-cure-for-osteoarthritis-powered-by-everyday-investors-cytonics-is-looking-to-beat-big-pharma-and-disrupt-a-390-billion-market"> Invest in Cytonics and help disrupt a $390B Big Pharma stronghold</a>.</li>
<li>‘Scrolling To UBI' — Deloitte's #1 fastest-growing software company allows users to earn money on their phones. <a href="https://www.benzinga.com/money/mode-mobile-2">You can invest today for just $0.30/share with a $1000 minimum.</a></li>
</ul>
Image: Shutterstock

UBER

Amazon, Meta Veterans Raise $4M For Tensor9 Startup Backed By NVAngels That Redefines Enterprise AI Deployment

Macro Economic Events

Econ #s

Economics

ASML

White House AI Czar David Sacks Says: Restricting The Sale Of EUV Lithography Equipment To China Is The Single Most Important Export Control That We Have In The Area Of Semiconductors

Whales with a lot of money to spend have taken a noticeably bearish stance on NVIDIA.
Looking at options history for NVIDIA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) we detected 114 trades.
If we consider the specifics of each trade, it is accurate to state that 45% of the investors opened trades with bullish expectations and 46% with bearish.
From the overall spotted trades, 28 are puts, for a total amount of $1,561,570 and 86, calls, for a total amount of $5,986,217.
<h3>Projected Price Targets</h3>
Based on the trading activity, it appears that the significant investors are aiming for a price territory stretching from $100.0 to $200.0 for NVIDIA over the recent three months. 
<h3>Volume &amp; Open Interest Development</h3>
In terms of liquidity and interest, the mean open interest for NVIDIA options trades today is 21478.04 with a total volume of 1,269,220.00.
In the following chart, we are able to follow the development of volume and open interest of call and put options for NVIDIA's big money trades within a strike price range of $100.0 to $200.0 over the last 30 days.
<h3>NVIDIA 30-Day Option Volume &amp; Interest Snapshot</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1748016423_0.png" alt="Options Call Chart" />
<h3>Noteworthy Options Activity:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>NVDA</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>12/17/27</td>
<td>$35.9</td>
<td>$35.6</td>
<td>$35.6</td>
<td>$155.00</td>
<td>$754.7K</td>
<td>7.7K</td>
<td>514</td>
</tr>
<tr>
<td>NVDA</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>12/17/27</td>
<td>$34.4</td>
<td>$34.1</td>
<td>$34.12</td>
<td>$160.00</td>
<td>$723.3K</td>
<td>2.8K</td>
<td>466</td>
</tr>
<tr>
<td>NVDA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>12/17/27</td>
<td>$58.45</td>
<td>$58.2</td>
<td>$58.4</td>
<td>$100.00</td>
<td>$146.0K</td>
<td>14.1K</td>
<td>244</td>
</tr>
<tr>
<td>NVDA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/23/25</td>
<td>$0.51</td>
<td>$0.5</td>
<td>$0.51</td>
<td>$132.00</td>
<td>$91.4K</td>
<td>11.7K</td>
<td>23.1K</td>
</tr>
<tr>
<td>NVDA</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/30/25</td>
<td>$4.3</td>
<td>$4.25</td>
<td>$4.27</td>
<td>$129.00</td>
<td>$77.6K</td>
<td>4.2K</td>
<td>1.2K</td>
</tr>
</tbody>
</table>

<h3>About NVIDIA</h3>
Nvidia is a leading developer of graphics processing units. Traditionally, GPUs were used to enhance the experience on computing platforms, most notably in gaming applications on PCs. GPU use cases have since emerged as important semiconductors used in artificial intelligence. Nvidia not only offers AI GPUs, but also a software platform, Cuda, used for AI model development and training. Nvidia is also expanding its data center networking solutions, helping to tie GPUs together to handle complex workloads.
Following our analysis of the options activities associated with NVIDIA, we pivot to a closer look at the company's own performance.
<h3>Current Position of NVIDIA</h3>
<ul>
<li>Currently trading with a volume of 94,203,232, the NVDA's price is down by -1.48%, now at $130.86. </li>
<li>RSI readings suggest the stock is currently may be overbought.</li>
<li>Anticipated earnings release is in 5 days.</li>
</ul>
<h3>Expert Opinions on NVIDIA</h3>
A total of 5 professional analysts have given their take on this stock in the last 30 days, setting an average price target of $154.0.
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; An analyst from UBS has decided to maintain their Buy rating on NVIDIA, which currently sits at a price target of $175. 
&#x2A; In a cautious move, an analyst from Wedbush downgraded its rating to Outperform, setting a price target of $175. 
&#x2A; Maintaining their stance, an analyst from Morgan Stanley continues to hold a Overweight rating for NVIDIA, targeting a price of $160. 
&#x2A; Maintaining their stance, an analyst from B of A Securities continues to hold a Buy rating for NVIDIA, targeting a price of $160. 
&#x2A; In a cautious move, an analyst from Seaport Global downgraded its rating to Sell, setting a price target of $100. 
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 NVIDIA, <a href="https://www.benzinga.com/pro/">Benzinga Pro</a> gives you real-time options trades alerts.

Decoding NVIDIA's Options Activity: What's the Big Picture?

Amidst the fast-paced and highly competitive business environment of today, conducting comprehensive company analysis is essential for investors and industry enthusiasts. In this article, we will delve into an extensive industry comparison, evaluating NVIDIA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) in comparison to its major competitors within the Semiconductors &amp; Semiconductor Equipment industry. By analyzing critical financial metrics, market position, and growth potential, our objective is to provide valuable insights for investors and offer a deeper understanding of company's performance in the industry.
<h3>NVIDIA Background</h3>
Nvidia is a leading developer of graphics processing units. Traditionally, GPUs were used to enhance the experience on computing platforms, most notably in gaming applications on PCs. GPU use cases have since emerged as important semiconductors used in artificial intelligence. Nvidia not only offers AI GPUs, but also a software platform, Cuda, used for AI model development and training. Nvidia is also expanding its data center networking solutions, helping to tie GPUs together to handle complex workloads.
<table>
<thead>
<tr>
<th>Company</th>
<th>P/E</th>
<th>P/B</th>
<th>P/S</th>
<th>ROE</th>
<th>EBITDA (in billions)</th>
<th>Gross Profit (in billions)</th>
<th>Revenue Growth</th>
</tr>
</thead>
<tbody>
<tr>
<td>NVIDIA Corp</td>
<td>45.18</td>
<td>40.84</td>
<td>25.25</td>
<td>30.42%</td>
<td>$25.82</td>
<td>$28.72</td>
<td>77.94%</td>
</tr>
<tr>
<td>Broadcom Inc</td>
<td>106.73</td>
<td>15.53</td>
<td>20.38</td>
<td>8.01%</td>
<td>$8.54</td>
<td>$10.14</td>
<td>24.71%</td>
</tr>
<tr>
<td>Taiwan Semiconductor Manufacturing Co Ltd</td>
<td>23.72</td>
<td>6.73</td>
<td>9.77</td>
<td>8.19%</td>
<td>$608.71</td>
<td>$493.4</td>
<td>41.61%</td>
</tr>
<tr>
<td>Advanced Micro Devices Inc</td>
<td>80.81</td>
<td>3.10</td>
<td>6.52</td>
<td>1.23%</td>
<td>$1.59</td>
<td>$3.74</td>
<td>35.9%</td>
</tr>
<tr>
<td>Texas Instruments Inc</td>
<td>34.13</td>
<td>9.98</td>
<td>10.32</td>
<td>7.08%</td>
<td>$1.85</td>
<td>$2.31</td>
<td>11.14%</td>
</tr>
<tr>
<td>Qualcomm Inc</td>
<td>15.04</td>
<td>5.84</td>
<td>3.92</td>
<td>10.3%</td>
<td>$3.67</td>
<td>$6.04</td>
<td>16.93%</td>
</tr>
<tr>
<td>ARM Holdings PLC</td>
<td>172.37</td>
<td>19.98</td>
<td>34.30</td>
<td>3.17%</td>
<td>$0.22</td>
<td>$0.95</td>
<td>26.25%</td>
</tr>
<tr>
<td>Micron Technology Inc</td>
<td>22.69</td>
<td>2.18</td>
<td>3.42</td>
<td>3.32%</td>
<td>$3.95</td>
<td>$2.96</td>
<td>38.27%</td>
</tr>
<tr>
<td>Analog Devices Inc</td>
<td>57.59</td>
<td>3</td>
<td>10.76</td>
<td>1.11%</td>
<td>$1.03</td>
<td>$1.43</td>
<td>-3.56%</td>
</tr>
<tr>
<td>Monolithic Power Systems Inc</td>
<td>17.93</td>
<td>9.85</td>
<td>13.69</td>
<td>4.17%</td>
<td>$0.18</td>
<td>$0.35</td>
<td>39.24%</td>
</tr>
<tr>
<td>STMicroelectronics NV</td>
<td>21.34</td>
<td>1.27</td>
<td>1.92</td>
<td>0.32%</td>
<td>$0.51</td>
<td>$0.84</td>
<td>-27.36%</td>
</tr>
<tr>
<td>ASE Technology Holding Co Ltd</td>
<td>19.69</td>
<td>2.08</td>
<td>1.07</td>
<td>2.39%</td>
<td>$27.16</td>
<td>$24.89</td>
<td>11.56%</td>
</tr>
<tr>
<td>United Microelectronics Corp</td>
<td>13.06</td>
<td>1.57</td>
<td>2.56</td>
<td>2.06%</td>
<td>$23.86</td>
<td>$15.45</td>
<td>5.91%</td>
</tr>
<tr>
<td>ON Semiconductor Corp</td>
<td>29.37</td>
<td>2.20</td>
<td>2.72</td>
<td>-5.78%</td>
<td>$-0.37</td>
<td>$0.29</td>
<td>-22.39%</td>
</tr>
<tr>
<td>First Solar Inc</td>
<td>13.28</td>
<td>2.05</td>
<td>3.95</td>
<td>2.59%</td>
<td>$0.35</td>
<td>$0.34</td>
<td>6.35%</td>
</tr>
<tr>
<td>Skyworks Solutions Inc</td>
<td>27.48</td>
<td>1.78</td>
<td>2.86</td>
<td>1.11%</td>
<td>$0.22</td>
<td>$0.39</td>
<td>-8.87%</td>
</tr>
<tr>
<td>Credo Technology Group Holding Ltd</td>
<td>2026</td>
<td>16.69</td>
<td>32.74</td>
<td>4.95%</td>
<td>$0.03</td>
<td>$0.09</td>
<td>154.44%</td>
</tr>
<tr>
<td>Qorvo Inc</td>
<td>131.21</td>
<td>2.09</td>
<td>1.95</td>
<td>0.93%</td>
<td>$0.11</td>
<td>$0.37</td>
<td>-7.6%</td>
</tr>
<tr>
<td>Universal Display Corp</td>
<td>30.25</td>
<td>4.17</td>
<td>10.69</td>
<td>3.93%</td>
<td>$0.08</td>
<td>$0.13</td>
<td>0.62%</td>
</tr>
<tr>
<td>Lattice Semiconductor Corp</td>
<td>128.19</td>
<td>9.21</td>
<td>13.41</td>
<td>0.71%</td>
<td>$0.02</td>
<td>$0.08</td>
<td>-14.68%</td>
</tr>
<tr>
<td>Average</td>
<td>156.36</td>
<td>6.28</td>
<td>9.84</td>
<td>3.15%</td>
<td>$35.88</td>
<td>$29.69</td>
<td>17.29%</td>
</tr>
</tbody>
</table>
<style>
 table {
 width: 100%;
 border-collapse: collapse;
 font-family: Arial, sans-serif;
 font-size: 14px;
 }

 th, td {
 padding: 8px;
 text-align: left;
 }

 th {
 background-color: #293a5a;
 color: #fff;
 text-align: left;
 }

 tr:nth-child(even) {
 background-color: #f2f4f8;
 }

 tr:hover {
 background-color: #e1e4ea;
 }

 td:nth-child(3), td:nth-child(5) {
 text-align: left;
 }

 .dividend-amount {
 font-weight: bold;
 color: #0d6efd;
 }

 .dividend-frequency {
 font-size: 12px;
 color: #6c757d;
 }
 </style>Through a thorough examination of NVIDIA, we can discern the following trends: 
<ul>
<li>
The stock's Price to Earnings ratio of 45.18 is lower than the industry average by 0.29x, suggesting potential value in the eyes of market participants.
</li>
<li>
It could be trading at a premium in relation to its book value, as indicated by its Price to Book ratio of 40.84 which exceeds the industry average by 6.5x.
</li>
<li>
The stock's relatively high Price to Sales ratio of 25.25, surpassing the industry average by 2.57x, may indicate an aspect of overvaluation in terms of sales performance.
</li>
<li>
The Return on Equity (ROE) of 30.42% is 27.27% above the industry average, highlighting efficient use of equity to generate profits.
</li>
<li>
The company has lower Earnings Before Interest, Taxes, Depreciation, and Amortization (EBITDA) of $25.82 Billion, which is 0.72x below the industry average. This potentially indicates lower profitability or financial challenges.
</li>
<li>
With lower gross profit of $28.72 Billion, which indicates 0.97x below the industry average, the company may experience lower revenue after accounting for production costs.
</li>
<li>
The company is experiencing remarkable revenue growth, with a rate of 77.94%, outperforming the industry average of 17.29%.
</li>
</ul>
<h3>Debt To Equity Ratio</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1748012413_0.png" alt="debt to equity" />
The debt-to-equity (D/E) ratio is a financial metric that helps determine the level of financial risk associated with a company's capital structure.
Considering the debt-to-equity ratio in industry comparisons allows for a concise evaluation of a company's financial health and risk profile, aiding in informed decision-making.
In terms of the Debt-to-Equity ratio, NVIDIA stands in comparison with its top 4 peers, leading to the following comparisons:
<ul>
<li>
Among its top 4 peers, NVIDIA has a stronger financial position with a lower debt-to-equity ratio of 0.13.
</li>
<li>
This indicates that the company relies less on debt financing and maintains a more favorable balance between debt and equity, which can be viewed positively by investors.
</li>
</ul>
<h3>Key Takeaways</h3>
For NVIDIA, the PE ratio is low compared to peers, indicating potential undervaluation. The high PB and PS ratios suggest strong market sentiment and revenue multiples. The high ROE reflects efficient use of shareholder equity. The low EBITDA and gross profit may indicate operational challenges. The high revenue growth signifies strong sales performance relative to industry peers in the Semiconductors &amp; Semiconductor Equipment sector.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

In-Depth Analysis: NVIDIA Versus Competitors In Semiconductors &amp; Semiconductor Equipment Industry

BofA Securities on Thursday noted two key recently <a target="_blank" href="https://www.benzinga.com/topic/ai" rel="noreferrer noopener">announced AI scale-up</a> interconnect protocols: Nvidia Corp&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) NVLink Fusion and the Advanced Micro Devices, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), Broadcom Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>) backed open-standard Ultra Accelerator Link (UALink). The analyst noted that both are critical scale-up techs connecting AI accelerators (GPUs, ASICs) via fast, low-latency, and shared-memory networking, enabling the scaling of accelerators into large rack-scale systems.
The analyst said UALink is the industry&#8217;s latest effort to catch up to Nvidia&#8217;s proprietary NVLink technology, the chip maker&#8217;s key advantage in creating large rack-level systems.
UALink is an open-standard initiative formed by a consortium of industry leaders including AMD, Broadcom, Intel Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), Marvell Technology, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>), MediaTek, Alibaba (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), Alphabet Inc.&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) Google, Meta Platforms, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>), Microsoft Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), and Arm Holdings plc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARM#NASDAQ">ARM</a>). 
Its primary goal is to provide an open alternative to Nvidia&#8217;s proprietary NVLink for AI scale-up interconnects. The UALink Consortium, founded in May 2024, now includes more than 70 member companies.
Also Read: <a target="_blank" href="https://www.benzinga.com/media/25/05/45572904/nvidia-powers-big-gains-for-quanta-pegatron-as-ai-demand-explodes" rel="noreferrer noopener">Nvidia Powers Big Gains For Quanta, Pegatron As AI Demand Explodes</a>
While UALink generally remains 1-2 generations behind NVLink, the analyst noted UALink as a significant step forward for the non-Nvidia ecosystem in potentially tackling the chipmaker&#8217;s dominance in AI scale-up from 2027 onward. The analyst now views Nvidia as the chip, software, and system leader.
Meanwhile, Nvidia&#8217;s NVLink Fusion partially opened up NVLink IPs to some of its ecosystem partners (excluding Broadcom and AMD), opening up ~$12 billion in networking TAM that Nvidia previously did not have access to, the analyst noted.
The analyst said AMD is a founding member of the UALink Consortium and has since contributed to creating this industry standard and its surrounding ecosystem.
With the MI400 generation targeted for the second half of 2026, AMD aims to begin designing rack-level AI systems with its ZT Systems tech. According to the analyst, UALink could provide its much-needed accelerator-to-accelerator and switching capabilities intra-rack.
Still, the analyst highlighted that the latest UALink 1.0 standard only supports up to 800GB/s bandwidth per accelerator, less than half the rate of the latest NVLink 5.0, 1.8TB/s.
Given that UALink compatible systems will likely ramp from 2027, Nvidia would ramp its NVLink 6.0-based Rubin systems, which implied that Nvidia would likely maintain its 1-2 generation advantage in AI scale-up networking, per the analyst.
Meanwhile, NVLink Fusion could expand Nvidia&#8217;s TAM in networking that is attached to custom accelerators. The analyst assumed custom silicon represents ~15% of ~$500 billion AI compute TAM, or ~$75 billion, by the calendar year 2029-30, and AI networking represents 15% of that, or ~$11 billion.
Similarly, NVLink Fusion opens up opportunities in non-Nvidia-based ARM CPU systems (such as from Qualcomm Inc (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/qcom#NASDAQ">QCOM</a>)), or ~$1 billion of networking TAM (15% of ~$5-6bn ARM CPU TAM), as per the analyst.
The analyst added that with NVLink Fusion, every end customer (hyperscalers) will have a choice between pairing their silicon with NVLink and UALink, an incremental benefit for Nvidia.
Nvidia&#8217;s NVLink, even with the partial openness of NVLink Fusion, is poised to remain the leading AI scale-up interconnect for the foreseeable future, driven by its technological lead and established ecosystem.
However, the analyst asserted that UALink&#8217;s emergence as an open standard backed by major industry players is a crucial development. The analyst added that it provides a viable alternative that could challenge Nvidia&#8217;s long-term dominance by fostering greater innovation and competition in the AI interconnect space.
The analyst stated that the coming years, particularly 2026 and beyond, will be critical in observing how UALink&#8217;s adoption accelerates and how Nvidia further evolves its proprietary technology.
Price Action: NVDA stock is trading lower by 2.05% to $130.11 at last check Friday.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/analyst-ratings/price-target/25/05/45548891/amd-could-see-eps-upside-by-2027-despite-nvidias-over-80-market-share-analyst" target="_blank" rel="noreferrer noopener">AMD Could See EPS Upside By 2027 Despite Nvidia&#8217;s Over 80% Market Share: Analyst</a></li>
</ul>
Image via Shutterstock

Analyst Color

BABA

MRVL

QCOM

Emergence Of UALink As A Viable Alternative Could Challenge Nvidia's Dominance, Analyst Asserts

<ul>
<li>AAPL</li>
<li>UNH</li>
<li>GLD</li>
<li>TSLA</li>
<li>NVDA</li>
<li>BULL</li>
<li>GOOGL</li>
<li>OKLO</li>
<li>PLTR</li>
<li>QQQ</li>
</ul>
Data from <a href="https://swaggystocks.com/dashboard/wallstreetbets/ticker-sentiment">https://swaggystocks.com/dashboard/wallstreetbets/ticker-sentiment</a>
&nbsp;

BULL

OKLO

Top 10 Trending Stocks On WallStreetBets As Of May 23, 2025 (Via Swaggy Stocks)

On CNBC's &#8220;Mad Money Lightning Round,&#8221; Jim Cramer said he <a href="https://www.benzinga.com/news/large-cap/25/05/45490992/vertiv-develops-power-solutions-in-sync-with-nvidias-ai-roadmap">likes Vertiv (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VRT#NYSE">VRT</a>)</a>.
As per the recent news, on Monday, Vertiv announced its strategic alignment with Nvidia Corp.‘s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) vision for AI data centers, specifically the deployment of 800 VDC power architectures. Anticipating the demands of future AI deployments, including the NVIDIA Kyber and Rubin Ultra platforms, Vertiv's comprehensive 800 VDC power portfolio is slated for release in the second half of 2026.
Cramer said no to Medical Properties Trust, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MPW#NYSE">MPW</a>), noting that there is &#8220;too much risk.&#8221;
Supporting his view, Medical Properties Trust reported a quarterly FFO of 14 cents per share on May 1, which missed the analyst consensus estimate of 15 cents per share. The company also reported quarterly sales of $223.80 million, which missed the analyst consensus estimate of $229.81 million.
The Mad Money host recommended owning Nucor Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NUE#NYSE">NUE</a>) for the long term.
Lending support to his choice, Nucor posted better-than-expected earnings for the first quarter on April 28. The company reported quarterly earnings of 77 cents per share, which beat the analyst consensus estimate of 64 cents per share. The company reported quarterly sales of $7.83 billion, which beat the analyst consensus estimate of $7.23 billion.
Price Action:
<ul class="wp-block-list">
<li>Vertiv shares gained 0.6% to settle at $104.20 on Thursday.</li>
<li>Medical Properties Trust shares declined 1.3% to close at $4.56 during the session.</li>
<li>Nucor shares fell 0.9% to settle at $110.69 on Thursday.</li>
</ul>
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/25/05/45562909/top-2-financial-stocks-that-may-keep-you-up-at-night-in-may">Top 2 Financial Stocks That May Keep You Up At Night In May</a></li>
</ul>
Photo: Shutterstock

Long Ideas

Media

Jim Cramer Says Medical Properties Trust Has 'Too Much Risk,' Likes This Industrial Stock

OpenAI,&nbsp;Oracle Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>),&nbsp;Nvidia&nbsp;Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Cisco Systems, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>), SoftBank Group (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SFTBF#OTC">SFTBF</a>) (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SFTBY#OTC">SFTBY</a>), and Group 42 Holding announced their <a target="_blank" href="https://www.benzinga.com/topic/project-stargate" rel="noreferrer noopener">partnership to build</a> Stargate UAE on Thursday.
Stargate UAE is a next-generation AI infrastructure cluster that will run in the newly established 5-gigawatt UAE–U.S. AI Campus <a target="_blank" href="https://group.softbank/en/news/press/20250522" rel="noreferrer noopener">in Abu Dhabi</a>.
G42 will build Stargate UAE, a 1-gigawatt compute cluster, and OpenAI and Oracle will operate it.
Also Read: <a target="_blank" href="https://www.benzinga.com/news/earnings/25/05/45389466/softbank-books-3-6-billion-profit-on-arm-bytedance-gains-while-ai-bets-face-trade-policy-hurdles" rel="noreferrer noopener">SoftBank Books $3.6 Billion Profit On Arm, ByteDance Gains While AI Bets Face Trade Policy Hurdles</a>
The collaboration will also include Cisco, offering its zero-trust security and AI-ready connectivity, SoftBank Group, and Nvidia, which will supply the latest Nvidia Grace Blackwell GB300 systems.
The first 200-megawatt AI cluster will likely go live in 2026. Stargate UAE will accelerate scientific discovery and drive innovation across industries ranging from healthcare and energy to finance and transportation, fueling future economic growth and national development.
The full UAE–U.S. AI infrastructure campus, which spans 10 square miles, is the largest such deployment outside the U.S. It will provide 5 gigawatts of AI data center capacity and regional compute resources.
The facility will be powered by nuclear, solar, and natural gas to minimize carbon emissions. It will also house a science park driving innovation, talent development, and sustainable compute infrastructure.
Jensen Huang, founder and CEO of Nvidia, said, &#8220;AI is the most transformative force of our time. With Stargate UAE, we are building the AI infrastructure to power the country&#8217;s bold vision – to empower its people, grow its economy, and shape its future.&#8221;
Chuck Robbins, chair and CEO of Cisco, said, &#8220;Cisco is proud to join Stargate UAE to advance groundbreaking AI innovation in the UAE and around the world. By embedding our secure AI-optimized networking fabric for this international deployment, we&#8217;re building smart, secure and energy-efficient networks that will turn intelligence into impact at global scale.&#8221;
&#8220;By establishing the world&#8217;s first Stargate outside of the U.S. in the UAE, we&#8217;re transforming a bold vision into reality. This is the first major milestone in our OpenAI for Countries initiative, our effort to work with allies and partners to build AI infrastructure around the world. It&#8217;s a step toward ensuring some of this era&#8217;s most important breakthroughs, safer medicines, personalized learning, and modernized energy, can emerge from more places and benefit the world,&#8221; Sam Altman, co-founder and CEO of OpenAI stated.
A <a target="_blank" href="https://www.benzinga.com/media/25/04/44873349/openai-and-softbanks-stargate-considers-major-uk-investment-to-fuel-ai-growth" rel="noreferrer noopener">report in April</a> indicated that Stargate&nbsp;is weighing a&nbsp;future investment in&nbsp;the U.K. to build the global infrastructure needed to support advanced artificial intelligence models.
The&nbsp;OpenAI&nbsp;and&nbsp;SoftBank-backed AI infrastructure joint venture is raising $100 billion in investment in AI infrastructure projects, which could reach $500 billion over the next four years.&nbsp;
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/05/45572996/apple-likely-to-open-llms-integrate-gemini-on-iphone-at-wwdc-analyst" target="_blank" rel="noreferrer noopener">Apple Likely To Open LLMs, Integrate Gemini On iPhone At WWDC: Analyst</a></li>
</ul>
Photo by Gorodenkoff via Shutterstock

Tech Titans Unite For Stargate UAE In AI Venture

Press Releases

NVIDIA Launches AI-First DGX Personal Computing Systems With Global Computer Makers

NVIDIA RTX PRO Servers Speed Trillion-Dollar Enterprise IT Industry Transition to AI Factories

NVIDIA Powers Humanoid Robot Industry With Cloud-to-Robot Computing Platforms for Physical AI

NVIDIA Announces DGX Cloud Lepton to Connect Developers to NVIDIA's Global Compute Ecosystem

NVIDIA Powers World's Largest Quantum Research Supercomputer

World's Supply Of Critical Minerals Concentrated In Fewer Countries: Report

NVIDIA Selects Navitas to Collaborate on Next Generation 800 V HVDC Architecture

Drones Used for Power Line Inspection Industry Exploding, Expected to Reach $323 Billion By 2032

Navitas (NASDAQ: NVTS) Surges on NVIDIA Deal – SNYR, VIGL, XAGE Lead $2 Stock Watch Now, More Inside

Crypto Exchange Kraken To List Tokenized Nvidia, Apple And Tesla Stocks

$BTC

$SOL

AVAV

BMV:ZENA

HOOD

MLGO

NVTS

PRSO

SNYR

UAVS

VIGL

XAGE

ZENA

Analog Devices

Astera Labs

Advanced Micro Devices, Inc. - Common Stock

Advanced Micro Devices

Arm Holdings plc - American Depositary Shares

ARM Holdings

ASE Technology Holding Co., Ltd. American Depositary Shares (each representing Two Common Shares)

Comments

NVIDIA

Unusual Options Activity for

뉴스

파트너 / 기고자

벤징가 글로벌

Date	Put/Call	Strike Price	Exp Date	DTE	Trade Vol	Day Vol	Vol / OI	OI	Trade Type	Sentiment
03:03 PMMay 13, 2025	CALL	$130.00	May 23, 2025	-3	85410	2443	233	36733	SWEEP	BULLISH
11:25 AMMay 13, 2025	CALL	$120.00	Jun 20, 2025	25	20678	10000	15	137106	TRADE	BULLISH
11:15 AMMay 13, 2025	CALL	$120.00	May 30, 2025	4	7394	501	28	25971	SWEEP	BEARISH
10:58 AMMay 13, 2025	CALL	$120.00	May 16, 2025	-10	87407	12000	67	129908	SWEEP	BULLISH
10:52 AMMay 13, 2025	CALL	$59.00	Jun 18, 2026	388	5500	503	77	7101	SWEEP	BULLISH
10:50 AMMay 13, 2025	CALL	$59.00	Jun 18, 2026	388	1400	200	20	7101	TRADE	BULLISH
10:32 AMMay 13, 2025	CALL	$129.00	Jun 20, 2025	25	5223	949	79	6646	SWEEP	BULLISH
10:17 AMMay 13, 2025	CALL	$132.00	May 16, 2025	-10	66769	16002	680	9814	SWEEP	BEARISH
10:16 AMMay 13, 2025	CALL	$125.00	Jun 20, 2025	25	5949	496	10	57564	SWEEP	BULLISH
10:10 AMMay 13, 2025	CALL	$120.00	May 23, 2025	-3	4230	600	15	28932	SWEEP	BULLISH
10:02 AMMay 13, 2025	CALL	$120.00	May 30, 2025	4	2883	500	11	25971	SWEEP	BEARISH
09:57 AMMay 13, 2025	CALL	$130.00	May 30, 2025	4	7020	1004	20	35872	SWEEP	BULLISH
09:54 AMMay 13, 2025	PUT	$130.00	Jun 20, 2025	25	4780	4162	7	67935	SWEEP	BULLISH
09:51 AMMay 13, 2025	CALL	$130.00	Jun 06, 2025	11	3369	966	19	17449	SWEEP	BULLISH
09:35 AMMay 13, 2025	CALL	$130.00	Jun 06, 2025	11	159	1919	1	17449	SWEEP	BULLISH
09:35 AMMay 13, 2025	CALL	$130.00	Jun 06, 2025	11	159	1919	1	17449	SWEEP	BULLISH