Oracle Option Alert: Mar 28 $150 Puts at the Bid: 4025 vs 102 OI; Earnings 3/10 After Close [est] 

Oracle Option Alert: Mar 28 $150 Puts at the Bid: 4025 @ $1.62 vs 102 OI; Earnings 3/10 After Close [est] Ref=$176.305

Oracle Option Alert: Fri $150 Calls Sweep (14) near the Ask: 187 vs 417 OI; Earnings 3/10 After Close [est] 

Oracle Option Alert: Fri $150 Calls Sweep (14) near the Ask: 187 @ $28.9 vs 417 OI; Earnings 3/10 After Close [est] Ref=$178.785

Oracle Option Alert: Jan, 2027 $240 Calls at the Bid: 300 vs 68 OI; Earnings 3/10 After Close [est] 

Oracle Option Alert: Jan, 2027 $240 Calls at the Bid: 300 @ $19.55 vs 68 OI; Earnings 3/10 After Close [est] Ref=$179.93

Oracle Option Alert: Jun 20 $200 Calls at the Bid: 1500 vs 3975 OI; Earnings 3/10 After Close [est] 

Oracle Option Alert: Jun 20 $200 Calls at the Bid: 1500 @ $9.71 vs 3975 OI; Earnings 3/10 After Close [est] Ref=$181.2945

Oracle Option Alert: Jun, 2026 $180 Calls at the Ask: 250 vs 109 OI; Earnings 3/10 After Close [est] 

Oracle Option Alert: Jun, 2026 $180 Calls at the Ask: 250 @ $29.15 vs 109 OI; Earnings 3/10 After Close [est] Ref=$173.12

Oracle (NYSE:ORCL) 주식

ORACLE CORP

Oracle

Oracle Corporation

NASDAQ

Oracle provides enterprise applications and infrastructure offerings around the world through a variety of flexible IT deployment models, including on-premises, cloud-based, and hybrid. Founded in 1977, Oracle pioneered the first commercial SQL-based relational database management system, which is commonly used for running online transaction processing and data warehousing workloads. Besides database systems, Oracle also sells enterprise resource planning, or ERP, customer relationship management, or CRM, and human capital management, or HCM, applications. Today, Oracle has more than 159,000 full-time employees in over 170 countries.

Softbank,Sign,At,Silicon,Valley,Softbank,Vision,Fund,Headquarters.,Softbank

News

Tech

Media

NVDA

ORCL

SFTBF

SFTBY

소프트뱅크 그룹(OTC:SFTBF) (OTC:SFTBY)은 미국 전역에 인공지능(AI)을 위한 산업 단지에 1조 달러 이상의 투자를 계획하고 있으며, 블룸버그가 금요일 닛케이 보도를 인용했다. 창립자 겸 CEO 마사요시 손은 이러한 산업 단지에 대한 아이디어를 논의하기 위해 미국을 방문할 가능성이 높다.

소프트뱅크, 로봇이 운영하는 산업단지로 미국 AI 추진에 1조 달러 투자 검토

Nvidia’s AI Lead Is Critical

Equities

Markets

CSCO

DELL

엔비디아(NASDAQ:NVDA) CEO인 젠슨 황과 시스코 시스템즈(NASDAQ:CSCO) CEO인 척 로빈스는 각국 지도자들이 인공지능(AI)을 전략적 우선 순위로 인식하는 등 전 세계적으로 AI 개발에 대해 전례 없이 열기가 뜨겁다고 설명했다. 

엔비디아 CEO 젠슨 황과 시스코 CEO 척 로빈스, AI의 글로벌 영향력 강조

SoftBank Paytm Zomato

수요일(19일) 소프트뱅크 그룹(OTC:SFTBF)(OTC:SFTBY)은 65억 달러 규모의 거래로 암페어 컴퓨팅(Ampere Computing)을 인수한다고 발표했다. 이 거래는 2025년 하반기에 완료될 예정이다.

소프트뱅크, 칩 설계사 &#39;암페어&#39; 65억 달러 인수 계약

Oracle Corp

Advanced Micro Devices, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) announced on Monday that <a target="_blank" href="https://www.benzinga.com/pressreleases/25/03/g44560854/powered-by-5th-gen-amd-epyc-cpus-oracle-cloud-infrastructure-compute-e6-shapes-deliver-breakthroug" rel="noreferrer noopener">fifth-generation AMD EPYC processors</a> power the Oracle Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) Oracle Cloud Infrastructure (OCI) Compute E6 Standard shapes.
The fifth&nbsp;generation AMD EPYC processors, the world&#8217;s best server CPUs for enterprise, AI, and cloud, enable OCI Compute E6 shapes to deliver up to a 2 times increase in cost to performance, compared to the previous E5 instance generation based on testing by OCI.
The new OCI Compute E6 shapes build on the success of the previous E5 generation to deliver leadership performance and cost efficiency for general-purpose and compute-intensive workloads.
Also Read: <a target="_blank" href="https://www.benzinga.com/analyst-ratings/price-target/25/02/43788975/amd-closing-competitive-gpu-gap-with-nvidia-gains-market-share-from-intel-in-client-and-server-markets-analyst" rel="noreferrer noopener">AMD Closing Competitive GPU Gap With Nvidia, Gains Market Share From Intel In Client And Server Markets: Analyst</a>
AMD senior vice president and general manager Dan McNamara noted the combination of OCI&#8217;s flexible infrastructure and the performance of fifth&nbsp;Gen AMD EPYC processors helps customers accelerate their most demanding workloads while optimizing their cloud infrastructure.
OCI Compute E6 Standard bare metal instances and virtual machines are available in regions, including the US East (Ashburn), US West (Phoenix), US Midwest (Chicago), Germany Central (Frankfurt), and UK South (London). A rollout is planned for additional regions in the coming months.
AMD stock plunged 45% in the last 12 months.
In March, Jefferies analyst&nbsp;Blayne Curtis <a target="_blank" href="https://www.benzinga.com/25/03/44511459/amd-stock-falls-nearly-3-in-thursday-pre-market-whats-going-on" rel="noreferrer noopener">downgraded the stock</a> to Hold from Buy and lowered its price target from $135 to $120. Curtis&nbsp;identified the increasing rivalry from&nbsp;Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>). A Jefferies benchmarking study showed AMD&#8217;s graphics processing units being significantly outpaced by those of&nbsp;Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)
in various open-source models.
AMD is under pressure as the US tightens export controls on Chinese firms. The Commerce Department blacklisted over 50 Chinese entities, limiting their access to advanced semiconductors from AMD, affecting its China revenue.
Price Action: AMD stock is down 1.37% at $101.81 at last check Monday.
Also Read:
<ul>
<li><a href="https://www.benzinga.com/markets/emerging-markets/25/03/44563420/despite-us-expansion-taiwan-semiconductor-reaffirms-commitment-to-home-base-with-new-initiatives-reuters" target="_blank" rel="noreferrer noopener">Despite US Expansion, Taiwan Semiconductor Reaffirms Commitment To Home Base With New Initiatives: Reuters</a></li>
</ul>
Photo Via AMD

INTC

AMD Powers Oracle Cloud With New Epyc Chips Promising Major Boost In Performance

Leading artificial intelligence chip maker <a href="https://www.benzinga.com/markets/equities/25/03/44445158/nvidias-4-trillion-ambitions-could-drive-the-stock-to-new-frontiers-in-2025">Nvidia</a> (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) plans to invest hundreds of billions of dollars in the U.S. supply chain over the next four years. CEO <a href="https://www.benzinga.com/tech/25/03/44450770/nvidia-ceo-jensen-huangs-joke-sparks-concerns-over-rapid-depreciation-of-ai-chips">Jensen Huang</a> told the<a href="https://www.ft.com/content/3fd3a717-2fbf-42ef-bb08-5baecdeb1985"> Financial Times</a> that the increased U.S. production was being made possible thanks to suppliers such as the <a href="https://www.benzinga.com/25/03/44453733/apples-iphone-18-to-get-massive-boost-with-2nm-a20-chiptsmcs-yields-surge-past-70-says-top-analyst">Taiwan Semiconductor Manufacturing Company </a>(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NASDAQ">TSM</a>) and Foxconn (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FXCOF#NASDAQ">FXCOF</a>).
&#8220;Overall, we will procure, over the course of the next four years, probably half a trillion dollars worth of electronics in total,&#8221; Huang told the FT. &#8220;And I think we can easily see ourselves manufacturing several hundred billion of it here in the U.S.&#8221;
Don't Miss:
<ul>
<li><a href="https://www.benzinga.com/money/startengine-own">The $1.3 billion startup investment boom: How this company's explosive growth is opening doors for everyday investors with a new $500 minimum</a></li>
<li>This platform is reshaping how you invest in private companies —<a href="https://www.benzinga.com/money/kingscrowd-adv"> and you can be a part of it for $0.18 per share</a></li>
</ul>
<h2 class="wp-block-heading">Available Energy: A Crucial Factor</h2>
Huang, speaking on March 18 during his company&#8217;s <a href="https://www.nvidia.com/gtc/keynote/">GTC convention</a>, believed the Trump administration&#8217;s &#8220;America First&#8221; policy would enable his company to ramp up chip production in the U.S.&nbsp;
&#8220;Having the support of an administration who cares about the success of this industry and not allowing energy to be an obstacle is a phenomenal result for AI in the U.S.,&#8221; he told the FT.
<h2 class="wp-block-heading">Nvidia Part Of A U.S. Onshore Tech Explosion</h2>
Huang&#8217;s sentiments follow pledges by other tech companies to onshore manufacturing in the U.S. rather than overseas. Apple has committed to spending<a href="https://www.apple.com/newsroom/2025/02/apple-will-spend-more-than-500-billion-usd-in-the-us-over-the-next-four-years/"> $500 billion</a> in the U.S. over the next four years, expanding teams and facilities in Michigan, Texas, California, Arizona, Nevada, Iowa, Oregon, North Carolina, and Washington.&nbsp;
Trending: <a href="https://www.benzinga.com/money/vatom-adv">Invest in the Future of Digital Engagement. Own a Piece of the $100 Billion Metaverse Today for Just $500.</a>
TSMC has already committed a $100 billion investment in a chip fabrication plant in Arizona, which<a href="https://www.whitehouse.gov/articles/2025/03/another-historic-investment-secured-under-president-trump/#:~:text=Secretary%20of%20Commerce%20Howard%20Lutnick,with%20a%20$100%20billion%20investment.%E2%80%9D"> President Donald Trump</a> has said would create thousands of jobs bringing Taiwan Semiconductor&#8217;s investment to "about $165 billion."
&#8220;TSMC investing in the U.S. provides for a substantial step up in our supply chain resilience,&#8221; Huang told the FT.&nbsp;
<h2 class="wp-block-heading">Pledging To Build In The U.S.: A Hedge Against Tariffs</h2>
TSMC&#8217;s Taiwan-based production facilities have been an increasingly pivotal part of Nvidia and Apple&#8217;s manufacturing process, which Trump was once keen to change, previously threatening to<a href="https://foreignpolicy.com/2025/02/24/taiwan-tsmc-trump-semiconductors-chips-technology-intel/"> impose tariffs on Taiwan</a>. By pledging to build new facilities in the U.S., Trump said that Taiwan<a href="https://www.theguardian.com/business/2025/mar/04/taiwan-trump-semiconductor-deal-tsmc"> avoided a 25% tariff</a>.&nbsp;
&#8220;TSMC already has plants in the US and Japan, and it&#8217;s now building a new plant in Germany,&#8221;&nbsp; Taiwanese presidential office spokesperson Karen Kuo told the<a href="https://www.theguardian.com/business/2025/mar/04/taiwan-trump-semiconductor-deal-tsmc"> Guardian</a>. &#8220;These have nothing to do with tariffs. TSMC&#8217;s global expansion is a crucial development.&#8221;
See Also: Hasbro, MGM, and Skechers trust this AI marketing firm — <a href="https://www.benzinga.com/money/rad-intel">invest pre-IPO from $0.55 per share now</a>.
<h2 class="wp-block-heading">Data Center Revolution Amid AI Arms Race</h2>
Trump has been basking in a wave of tech commitments to manufacture products in the U.S.
&#8220;GE Aerospace (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GE#NYSE">GE</a>) announced on Tuesday a nearly $1 billion investment in U.S. manufacturing, the latest company to do so under the Trump administration… It marks the latest company to put money back into the U.S. economy,&#8221; Trump said.&nbsp;
Other tech companies or those that finance them have also announced big U.S.-based investments. Meta (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) has announced a<a href="https://www.nytimes.com/2025/01/24/technology/meta-data-center.html"> $65 billion investment</a>, most of which will be used to construct new data centers to fuel its AI operations. This follows investments from Google, Microsoft (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), and Amazon (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) in data centers as the AI arms race heats up.&nbsp;
Trump has announced a joint venture between OpenAI, SoftBank, and Oracle (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) called<a href="https://www.nytimes.com/2025/01/21/technology/trump-openai-stargate-artificial-intelligence.html"> Stargate</a>, which aims to invest at least<a href="https://www.nytimes.com/2025/01/21/technology/trump-openai-stargate-artificial-intelligence.html"> $100 billion in U.S. data centers</a>. Many of these data centers will house the incredibly powerful GPU computers powering the AI revolution. Nvidia currently has between <a href="https://www.cnbc.com/2024/06/02/nvidia-dominates-the-ai-chip-market-but-theres-rising-competition-.html">70% and 95%</a> of the AI chip market used in GPUs.
Read Next:
<ul>
<li>If there was a new fund backed by Jeff Bezos offering a <a href="https://www.benzinga.com/money/arrived-private-credit-fund">7-9% target yield with monthly dividends would you invest in it</a>?</li>
<li>These five entrepreneurs are worth $223 billion –<a href="https://www.benzinga.com/money/arrived-homes-private-credit-fund"> they all believe in one platform that offers a 7-9% target yield with monthly dividends</a></li>
</ul>

AMZN

FXCOF

MSFT

Nvidia To Invest Billions In U.S. Supply Chain As Tech Companies Commit To Trump's Onshoring Pledge

President Donald Trump told reporters on Sunday that an agreement to sell TikTok&#8217;s U.S. operations to a non-Chinese buyer is expected to be finalized before the <a href="https://www.benzinga.com/25/03/44506732/donald-trump-says-he-may-cut-tariffs-on-china-to-seal-tiktok-deal-bytedance-has-until-april-5-to-sell-or-face-us-ban">April 5 deadline. </a>
The Details: President Trump set the Saturday deadline for a sale in January under a 2024 law requiring ByteDance, TikTok&#8217;s Chinese parent company, to divest the app or face a ban over national security concerns.&nbsp;
Speaking to reporters on Air Force One late Sunday, Trump expressed his desire to "see TikTok remain alive."&nbsp;
&#8220;We have a lot of potential buyers,&#8221; Trump said, adding, &#8220;There&#8217;s tremendous interest in TikTok.&#8221;
Read Next: <a href="https://www.benzinga.com/news/large-cap/25/03/44537429/cathie-wood-doubles-down-on-2600-tesla-stock-price-prediction">Cathie Wood Doubles Down On $2,600 Tesla Stock Price Prediction</a>
Potential Buyers: Private equity firm Blackstone, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BX#NYSE">BX</a>) is reportedly considering a small minority investment in TikTok, according to Reuters. The firm would join a group of existing investors led by Susquehanna International Group and General Atlantic with plans to spin off TikTok&#8217;s U.S. operations into a separate entity. 
Other potential buyers include<a href="https://www.benzinga.com/25/03/44350823/oracle-reportedly-in-talks-with-white-house-over-project-texas-20-to-manage-tiktok-amid-security-concerns"> a group</a> led by Oracle Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>), TikTok's U.S. data partner, and Project Liberty, a group led by Frank McCourt that includes Kevin O'Leary from &#8220;Shark Tank&#8221; and Reddit co-founder Alexis Ohanian. 
What Else: Last week, Trump said he was open to reducing tariffs on China as part of the negotiation to transfer TikTok&#8217;s ownership to a U.S. buyer before the deadline. 
"With respect to TikTok, and China is going to have to play a role in that, possibly in the form of an approval, maybe, and I think they'll do that," Trump said. "Maybe I'll give them a little reduction in tariffs or something to get it done."
Read Next:<a href="https://www.benzinga.com/government/regulations/25/03/44517885/trump-slaps-25-tariffs-on-autos-what-it-means-for-your-next-car-purchase">&nbsp;</a>
<ul>
<li><a href="https://www.benzinga.com/government/regulations/25/03/44517885/trump-slaps-25-tariffs-on-autos-what-it-means-for-your-next-car-purchase">Trump Slaps 25% Tariffs On Autos: What It Means For Your Next Car Purchase</a>&nbsp;</li>
</ul>
Image: Shutterstock

Social Media

Politics

Global

General

Trump Says TikTok Has 'A Lot Of Potential Buyers,' Deal To Come Before Saturday Deadline

Jefferies analyst Brent Thill maintains Oracle (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) with a Buy and lowers the price target from $220 to $190.

Price Target

Analyst Ratings

Jefferies Maintains Buy on Oracle, Lowers Price Target to $190

Shares of Palantir Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>) tumbled over 7% in premarket trade on Monday after the Pentagon canceled a $280 million over-budget HR project involving Oracle Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) and Leidos Holdings Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LDOS#NYSE">LDOS</a>) on Friday.
What Happened: The U.S. Department of Defense&#8217;s cancellation of Oracle&#8217;s HR software, driven by delays and cost overruns, has triggered investor anxiety about broader government tech spending cutbacks.
This concern negatively impacted Palantir&#8217;s stock, as the company relies heavily on government contracts, including those with the DoD, which recently announced an additional $580 million in budget reductions.
Apart from this, Goldman Sachs analyst Gabriela Borges maintained a neutral rating on Palantir with a price target of $80, highlighting its strong Ontology and AI platform. However, she noted concerns about potential future competition from companies developing in-house AI and Palantir&#8217;s high valuation.
See Also: <a href="https://www.benzinga.com/general/market-summary/25/03/44555936/scott-bessent-has-worst-job-in-the-world-today-says-black-swan-author-nassim-taleb-as-treasury-secretary-knows-the-implications-of-steep-tariffs" target="_blank" rel="noreferrer noopener">Scott Bessent Has ‘Worst Job In The World Today,' Says Black Swan Author Nassim Taleb, As Treasury Secretary Knows The Implications Of Steep Tariffs</a>
Why It Matters: Palantir provides data analytics tools to government customers for intelligence gathering, counterterrorism, and military purposes. The stock was down 7.04% to $79.81&nbsp;apiece in premarket trading. 
Palantir&#8217;s stock plummeted in early February due to proposed defense budget cuts by 8% annually for five years and CEO Alex Karp&#8216;s planned sale of up to 9.98 million shares.
PLTR's market capitalization stood at $170.18 billion as of Dec. 31, 2024, and it currently stands at $201.26 billion. This represents a growth of $31.08 billion or 18.26% on a year-to-date basis.
The stock recently <a href="https://www.benzinga.com/markets/equities/25/03/44451697/palantir-ceo-alex-karps-technological-republic-vision-faces-harvard-economists-critique-contemptuous-of-markets">joined the S&amp;P 100</a> on March 24, during the S&amp;P during its quarterly rebalancing. 
Price Action: Its stock price has risen by 14.18% in 2025, whereas it has gained 275.55% over the year. However, it is still 31.54% down from its 52-week high of $125.41 apiece.
Benzinga's Edge Rankings show a strong price momentum in the medium and long term, but it is weak in the short term. Its momentum ranking was sturdy at the 98.96th percentile. Whereas, the growth ranking, which combines historical expansion in earnings and revenue across multiple periods, was also solid at the 87.14th percentile. Check out its valuation scores and <a href="https://www.benzinga.com/report/PLTR">other fundamentals here</a>.
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/report/PLTR"><img loading="lazy" decoding="async" width="804" height="129" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/31080415/PLTR-edge-new.png" alt="" class="wp-image-849068" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/31080415/PLTR-edge-new.png 804w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/31080415/PLTR-edge-new-300x48.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/31080415/PLTR-edge-new-768x123.png 768w" sizes="(max-width: 804px) 100vw, 804px" /></a></figure>
Its consensus price target was $69.57, with a ‘sell' rating, based on the <a href="https://www.benzinga.com/quote/PLTR/analyst-ratings">25 analysts tracked by Benzinga</a>. The price targets ranged from a low of $7.5 to a high of $125. The latest ratings from Loop Capital and Wedbush averaged $128.67, implying a 60.97% upside.
<figure class="wp-block-image size-large"><a href="https://www.benzinga.com/quote/PLTR/analyst-ratings"><img loading="lazy" decoding="async" width="1024" height="384" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/31080446/PLTR-ANR-latest-1024x384.png" alt="" class="wp-image-849069" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/31080446/PLTR-ANR-latest-1024x384.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/31080446/PLTR-ANR-latest-300x112.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/31080446/PLTR-ANR-latest-768x288.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/31080446/PLTR-ANR-latest.png 1075w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
Read Next:
<ul>
<li><a href="https://www.benzinga.com/25/03/44554923/goldman-sachs-warns-us-stocks-are-at-risk-of-further-declines-but-policy-pivot-from-trump-or-fed-could-stoke-recovery" target="_blank" rel="noreferrer noopener">Goldman Sachs Warns US Stocks ‘Are At Risk Of Further Declines,&#8217; But Policy Pivot From Trump Or Fed Could Stoke Recovery</a></li>
</ul>
Image via Shutterstock

Analyst Color

Government

Market Summary

Regulations

Futures

LDOS

PLTR

PLTR Stock Falls Over 7% In Monday Pre-Market: What's Going On?

A recent data breach at&nbsp;Oracle Health&nbsp;has compromised sensitive patient information from multiple U.S. hospitals. The breach, involving legacy servers not yet migrated to Oracle Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) Cloud, was discovered in February.
What Happened:&nbsp;Oracle Health, formerly known as Cerner, provides&nbsp;Electronic Health Records (EHR) and&nbsp;business systems for healthcare organizations.
The breach occurred when a threat actor accessed servers using compromised credentials&nbsp;after Jan. 22, 2025, and&nbsp;transferred data to a remote location. This data potentially included patient records, according <a href="https://www.bleepingcomputer.com/news/security/oracle-health-breach-compromises-patient-data-at-us-hospitals/">to</a> a BleepingComputer report.
Although Oracle Health has not publicly acknowledged the breach, they have informed affected customers through private communications.
The company has stated it will assist in identifying impacted individuals and provide notification templates, but it is up to the hospitals to determine if HIPAA laws require patient notifications.
See Also: <a href="https://www.benzinga.com/25/03/44508234/ontario-premier-doug-ford-supports-retaliatory-tariffs-amid-us-auto-levy-inflict-as-much-pain-as-possible">Ontario Premier Doug Ford Supports Retaliatory Tariffs Amid US Auto Levy: &#8216;Inflict As Much Pain As Possible&#8217;</a>
The report adds that Oracle Health&#8217;s communication regarding the breach has been criticized for lacking transparency.
Notifications were not on official letterhead, and customers were directed to communicate with the Chief Information Security Office by phone only.
Oracle Health has agreed to&nbsp;cover credit monitoring costs but will not send notifications on behalf of hospitals.
Oracle did not immediately respond to <a href="https://pro.benzinga.com/dashboard">Benzinga's</a> request for comment.
Why It Matters: This breach at Oracle Health is part of a broader trend of increasing cyberattacks targeting sensitive data.
In April,&nbsp;<a href="https://www.benzinga.com/news/legal/24/08/40228120/personal-data-of-almost-3-billion-people-revealed-in-hack-lawsuit-filed">a massive data breach</a>&nbsp;exposed personal information of nearly 3 billion individuals, leading to a class action lawsuit.
Similarly, in February 2024,&nbsp;<a href="https://www.benzinga.com/tech/25/02/43759346/massive-data-breach-exposes-americans-financial-details-names-card-numbers-pins-and-more-at-risk">NorthBay Healthcare Corporation</a>&nbsp;experienced a breach that exposed the personal, medical, and financial records of over 569,000 Americans.
The breach at Oracle Health underscores the critical need for robust cybersecurity measures, especially as healthcare organizations increasingly rely on digital systems for storing sensitive patient information.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/general/space/25/03/44509379/boeing-lockheeds-vulcan-rocket-aimed-to-rival-spacexs-falcon-9-cleared-for-us-security-missions">Boeing-Lockheed&#8217;s Vulcan Rocket Aimed To Rival SpaceX&#8217;s Falcon 9 Cleared For US Security Missions</a></li>
</ul>
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: Shutterstock

Health Care

Oracle Health Data Breach Exposes Patient Information At US Hospitals

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>) is <a href="https://www.benzinga.com/topic/softbank" target="_blank" rel="noreferrer noopener">eying an investment</a> of more than $1 trillion to create industrial parks for artificial intelligence across the U.S., Bloomberg <a href="https://www.bloomberg.com/news/articles/2025-03-28/softbank-may-pledge-1-trillion-for-ai-effort-in-us-nikkei-says?sref=TBDibEcD" target="_blank" rel="noreferrer noopener">cites</a> a Nikkei report on Friday.
Founder and CEO Masayoshi Son will likely visit the U.S. to discuss his ideas for such industrial parks.
The factories would likely use AI-equipped robots operating autonomously due to the labor crisis.
Also Read: <a target="_blank" href="https://www.benzinga.com/media/25/02/43676475/softbank-backed-arm-holdings-155-post-ipo-surge-bolstered-by-ai-growth-and-smartphone-integration" rel="noreferrer noopener">Softbank-Backed Arm Holdings 155% Post-IPO Surge Bolstered by AI Growth and Smartphone Integration</a>
Son tapped OpenAI and Oracle Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) in January for a $100 billion joint venture to fund AI infrastructure in the U.S/, with plans to boost that to at least $500 billion for data centers and physical campuses.
OpenAI and Oracle <a href="https://www.benzinga.com/media/25/03/44327422/softbank-to-build-676-million-ai-data-center-in-japan-linked-to-openai-partnership" target="_blank" rel="noreferrer noopener">plan to begin</a> filling a new data center in Texas with AI chips from NVIDIA Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) to get the first facility for their $100 billion Stargate infrastructure venture up and running.
Reportedly, SoftBank may become <a target="_blank" href="https://www.benzinga.com/media/25/03/44513286/softbank-may-want-to-outdo-microsoft-with-40-billion-investment-in-openais-latest-funding-round" rel="noreferrer noopener">OpenAI's top backer</a>, investing up to $25 billion, surpassing Microsoft's $14 billion stake. The deal could value OpenAI&nbsp;at $300 billion compared to its&nbsp;previous valuation of $157 billion in the October funding round.
SoftBank will commit an initial $7.5 billion to the company and $2.5 billion from an investor syndicate. The second tranche of $30 billion will include $22.5 billion from SoftBank and $7.5 billion from a syndicate.
Also Read:
<ul>
<li><a href="https://www.benzinga.com/analyst-ratings/price-target/25/03/44498506/mobileye-lands-vw-deal-for-advanced-driving-tech-paving-way-to-higher-margins-market-share-analyst" target="_blank" rel="noreferrer noopener">Mobileye Lands VW Deal For Advanced Driving Tech, Paving Way To Higher Margins, Market Share: Analyst</a></li>
</ul>

Photo: Shutterstock

SoftBank Looks At Investing $1 Trillion For US AI Push With Robot-Run Industrial Parks

Oracle's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) short percent of float has risen 4.58% since its last report. The company recently reported that it has 22.67 million shares sold short, which is 1.37% of all regular shares that are available for trading. Based on its trading volume, it would take traders 1.61 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">List of the most shorted stocks</a>
<h3>Oracle Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1743187519_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Oracle has grown since its last report. This does not mean that the stock is going to fall in the near-term but traders should be aware that more shares are being shorted.
<h3>Comparing Oracle's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>, Oracle's peer group average for short interest as a percentage of float is 5.70%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Short Sellers

Short Ideas

Trading Ideas

Is the Market Bullish or Bearish on Oracle?

CRWD

PANW

SPOT

Live On CNBC, Malcolm Ethridge Announces Bought More Palo Alto Networks, Bought More CrowdStrike, Bought More Spotify Technology, Bought More Oracle

Risk appetite is on track to end the week on a negative note. Investors continue to trim their equity exposure amid the threat of tariffs and a higher-than-expected increase in the Fed&#8217;s most <a href="https://www.benzinga.com/economics/macro-economic-events/25/03/44535109/feds-favorite-inflation-gauge-rises-more-than-expected-in-february-casting-doubt-on-near-term-rate-cuts">closely watched inflation metric.</a>
The latest data from the Bureau of Economic Analysis showed that the Personal Consumption Expenditures (PCE) price index remained at a 2.5% year-over-year pace in February. Yet, the more telling core PCE measure, which strips out food and energy and is the Federal Reserve's preferred inflation gauge, rose from an upwardly revised 2.7% in January to 2.8%, outpacing expectations.
The uptick in core inflation dealt a blow to investor hopes for near-term interest rate cuts, reinforcing the view that the Fed is in no rush to ease policy amid persistent price pressures. 
Adding to the jitters, earlier this week, Trump's announcement of a 25% tariff on all foreign auto imports stirred fears of retaliatory trade measures and higher consumer prices.
Investors are now bracing for a potential announcement of "reciprocal tariffs" on April 2, which could further escalate trade tensions and pressure profit margins across multiple sectors.
<h3 class="wp-block-heading">Stocks Slide, Safe Havens Shine</h3>
The S&amp;P 500 index opened lower, with the SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) down 0.5%. The Nasdaq 100 – as tracked by the Invesco QQQ Trust, Series 1 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>) – fell 0.8%. The Dow eased 0.3%. 
Within mega-cap stocks, Mondelez International Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MDLZ#NASDAQ">MDLZ</a>) was the strongest performer, up 1%, while Target Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TGT#NYSE">TGT</a>) led among the laggards, down 2.5%. 
Gold prices, as mimicked by the SPDR Gold Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GLD#NYSE">GLD</a>), jumped 0.7% to trade above $3,070 per ounce, setting a new record high. Investors turned to traditional safe havens in reaction to the inflation surprise and rising geopolitical uncertainty.
Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) tumbled 2.2%, flipping to weekly losses. 
<h3 class="wp-block-heading">Investor Sentiment The Most Bearish Since October 2022</h3>
The latest AAII Investor Sentiment Survey shows a sharp deterioration in retail investor confidence.January. 
&#8220;The bull-bear spread of the American Association of Individual Investors (AAII) sentiment survey has fallen to the lowest level since October of 2022 as those considering themselves bearish far outnumber those that are expecting gains in the equity market over the next six months,&#8221; said Equity Clock in its latest a monthly outlook. 
<h3 class="wp-block-heading">Tariff Tensions Rattle Automakers</h3>
Trump's proposed 25% auto tariff sent shockwaves across the U.S. auto industry this week, with legacy carmakers bearing the brunt. 
Shares of General Motors Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>) and Ford Motor Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>) plunged about 6% and 4%, respectively, in Thursday's session. 
They were down 0.8% and 1% during early trading Friday, respectively.
In stark contrast, U.S.-based EV manufacturers—building all their vehicles domestically—emerge as winners. Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>), Rivian Automotive Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RIVN#NASDAQ">RIVN</a>), and Lucid Group Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LCID#NASDAQ">LCID</a>) are all on track to notch their best weekly performance of 2025, as investors bet on their potential insulation from import tariffs.
Read now: 
<ul>
<li><a href="https://www.benzinga.com/government/regulations/25/03/44524354/us-debt-to-explode-past-world-war-ii-highs-threatens-growth-for-decades-cbo-says">US Debt To Explode Past World War II Highs, Threatens Growth For Decades: CBO</a></li>
</ul>
Image: Shutterstock

Coverage of Bitcoin, Etherum, Ripple and all the latest digital currencies.

Cryptocurrency

Large Cap

Sector ETFs

Broad U.S. Equity ETFs

Commodities

Econ #s

Federal Reserve

ETFs

$BTC

LCID

MDLZ

RIVN

TSLA

Gold Grinds Higher, Wall Street Falls As Tariff-Inflation Combo Hammer End-Of-Week Risk Appetite

WIIM

Oracle shares are trading lower after Bloomberg reported that the U.S. Department of Defense will terminate its plan to use Oracle software to manage its civilian workforce.

<a href="https://www.bloomberg.com/news/articles/2025-03-28/oracle-leidos-contract-targeted-by-us-pentagon-cost-cutters" title="https://www.bloomberg.com/news/articles/2025-03-28/oracle-leidos-contract-targeted-by-us-pentagon-cost-cutters">https://www.bloomberg.com/news/articles/2025-03-28/oracle-leidos-contract-targeted-by-us-pentagon-cost-cutters</a>

Contracts

Bloomberg: US Department Of Defense To Terminate Plan To Use Oracle Software To Manage Its Civilian Workforce

Oracle (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) has outperformed the market over the past 10 years by 2.35% on an annualized basis producing an average annual return of 13.05%. Currently, Oracle has a market capitalization of $410.74 billion. 
Buying $1000 In ORCL: If an investor had bought $1000 of ORCL stock 10 years ago, it would be worth $3,394.44 today based on a price of $146.47 for ORCL at the time of writing.
<h3>Oracle's Performance Over Last 10 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1743084908_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

$1000 Invested In This Stock 10 Years Ago Would Be Worth This Much Today

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

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

Options

QBTS

10 Information Technology Stocks Whale Activity In Today's Session

Wedbush analyst Daniel Ives discusses the benefits for software companies from the AI spending phase.
In recent weeks, the analyst has been tracking enterprise AI spending in 2025, focusing on use cases and identifying leading vendors. AI now makes up about 12% of many IT budgets, up from 10% in January, with some CIOs accelerating their AI strategies.
Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) chips and cloud providers are central to AI deployments, and for every $1 spent on Nvidia, there is an $8-$10 impact across the broader tech ecosystem.
Around 70% of companies have increased their AI budgets, signaling rapid tech spending despite economic uncertainties.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/03/44457612/tilrays-hiball-energy-returns-to-whole-foods-market-details" rel="noreferrer noopener">Tilray&#8217;s Hi&#x2A;Ball Energy Returns To Whole Foods Market</a>
The analyst has been tracking AI adoption across industries like financial services, healthcare, transportation, and manufacturing.
Many IT departments are focusing on large-scale AI deployments with Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), Amazon.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), and Alphabet Inc&#8216;s Google (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>), targeting software-driven use cases.
While customers were still in the strategy phase in late 2024, there is a shift in recent weeks, with high-priority AI use cases now being rapidly implemented across various sectors in 2025. Amid the widespread buzz in the software industry about monetizing AI, a select group of companies is beginning to stand out from the crowd.
The software sector is poised for significant growth as the AI Revolution accelerates, with the adoption of generative AI and LLM models becoming key drivers.
The analyst sees Palantir Technologies Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>) and Salesforce Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>) as top software plays amid the AI Revolution for 2025, with other vendors like Oracle Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>), International Business Machines Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>), Snowflake Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SNOW#NYSE">SNOW</a>), Elastic N.V. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ESTC#NYSE">ESTC</a>), MongoDB, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MDB#NASDAQ">MDB</a>) and Pegasystems Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PEGA#NASDAQ">PEGA</a>) also well-positioned.
IBM&#8217;s cloud penetration has been particularly successful, presenting a major monetization opportunity. Despite investor skepticism, the analyst said the accelerating AI adoption in enterprises will benefit the software industry in 2025. The analyst also added IBM to the Wedbush Best Ideas List, reflecting higher confidence.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/25/03/44456336/james-hardie-acquires-building-products-maker-azek-for-875b-stock-plummets" target="_blank" rel="noreferrer noopener">James Hardie To Acquire AZEK In $8.75 Billion Deal, Expanding Its Grip On Outdoor Living Market</a></li>
</ul>
Photo via Shutterstock.

ESTC

GOOGL

PEGA

SNOW

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

Asset Sales

PINS

SNAP

Democratic Senators Ask White House To Seek Authority From Congress To Extend Tiktok Sale Deadline

Oracle Cloud&nbsp;is suspected to have suffered a significant cyberattack, leading to the theft of 6 million records. These records are reportedly being sold by a hacker. Oracle, however, has firmly denied any such breach.
What Happened:&nbsp;A hacker going by the pseudonym "rose87168" is purportedly selling 6 million records stolen from Oracle&#8217;s systems. This claim was initially brought to light by a cybersecurity firm,&nbsp;CloudSEK, based out of India&#8217;s Bengaluru. The firm also called it the &#8216;Biggest supply chain attack of 2025&#8217;
Oracle has staunchly refuted these allegations, and <a href="https://www.bleepingcomputer.com/news/security/oracle-denies-data-breach-after-hacker-claims-theft-of-6-million-data-records/">told</a> the Bleeping Computer that none of its Cloud customers have been affected and that the leaked credentials do not pertain to Oracle Cloud.
Despite Oracle&#8217;s denial, cybersecurity experts advise businesses using Oracle services to implement preventive measures to safeguard their sensitive data. As per CloudSEK&#8217;s report, this could potentially be the largest supply chain hack of 2025, targeting Oracle Cloud and&nbsp;impacting more than 140,000 tenants across&nbsp;various sectors and regions. 
The breach was reportedly linked to the login endpoint login.(region-name).oraclecloud.com, exposing a dataset that included Java KeyStore (JKS) files, encrypted SSO passwords, key files, and Enterprise Manager JPS keys.
Since January 2025, the hacker has been selling sensitive data, attempting to decrypt stolen credentials, and extorting companies for data deletion fees. As perCloudSEK, the hacker also created an X page to broaden their reach by following Oracle-related accounts and tracking their targets.
SEE ALSO: <a href="https://www.benzinga.com/markets/equities/25/03/44452531/nvidia-chip-flows-under-scrutiny-as-malaysia-moves-to-tighten-regulations-amid-us-export-controls-on-china">Nvidia Chip Flows Under Scrutiny As Malaysia Moves To Tighten Regulations Amid US Export Controls On China</a>
Why It Matters: The reported exposure of 6 million records presents major risks for organizations, including large-scale data breaches, corporate espionage and unauthorized access. Decrypted SSO and LDAP passwords could allow attackers to infiltrate Oracle Cloud environments and exploit supply chain vulnerabilities by targeting interconnected systems.
Businesses face high stakes as the hacker "rose87168" pressures over 140,000 tenants with extortion demands, using an X page to amplify threats and target Oracle-related accounts. This incident follows a trend of<a href="https://www.benzinga.com/25/02/43692893/chinese-hacker-group-salt-typhoon-expands-global-telecom-exploits-targets-cisco-routers"> increased cyberattacks</a>, such as the exploits by the Chinese hacker group, Salt Typhoon on Cisco (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>). 
Oracle holds a momentum rating of 65.86% and a growth rating of 62.87%, according to&nbsp;<a href="https://www.benzinga.com/report/ORCL" target="_blank" rel="noreferrer noopener">Benzinga&#8217;s Proprietary Edge Rankings</a>. The Benzinga Growth metric evaluates a stock's historical earnings and revenue expansion across multiple timeframes, prioritizing both long-term trends and recent performance. For an in-depth report on more stocks and insights into growth opportunities,&nbsp;<a href="https://www.benzinga.com/screener/top-momentum-stocks" target="_blank" rel="noreferrer noopener">sign</a>&nbsp;<a href="https://www.benzinga.com/screener/top-momentum-stocks" target="_blank" rel="noreferrer noopener">up for Benzinga Edge.</a>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="446" height="280" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/24054609/image-214.png" alt="" class="wp-image-838024" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/24054609/image-214.png 446w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/24054609/image-214-300x188.png 300w" sizes="(max-width: 446px) 100vw, 446px" /></figure>
<ul>
<li>READ MORE: <a href="https://www.benzinga.com/news/25/03/44450807/zuckerberg-says-2025-will-be-the-year-an-ai-assistant-hits-1-billion-users-and-he-wants-it-to-be-meta-ai">Zuckerberg Says 2025 Will Be The Year An AI Assistant Hits 1 Billion Users—And He Wants It To Be Meta AI</a></li>
</ul>
Image via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Oracle Denies Massive Data Theft As Hacker Allegedly Sells 6M Records

Macro Economic Events

Economics

ByteDance's Existing Investors Are Front-Runners In Talks To Acquire Short Video App TikTok's U.S. Operations

<a href="https://www.ft.com/content/8611dc56-4333-405c-b8bb-592eb940ba70" title="https://www.ft.com/content/8611dc56-4333-405c-b8bb-592eb940ba70">https://www.ft.com/content/8611dc56-4333-405c-b8bb-592eb940ba70</a>

'U.S. Investors In ByteDance Explore TikTok Deal To Appease Donald Trump' - Financial Times

NVIDIA Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) CEO Jensen Huang and Cisco Systems Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>) CEO Chuck Robbins described unprecedented global enthusiasm for artificial intelligence development, with national leaders recognizing AI as a strategic priority.
What Happened: &#8220;In no initiative and no foundational technology that I&#8217;ve ever known since the internet has the world and the leaders realized the importance of artificial intelligence to them,&#8221; Huang said, in an <a href="https://www.cnbc.com/2025/03/20/nvidia-ceo-and-cisco-ceo-discuss-the-global-outlook-on-the-ai-arms-race.html">interview</a> with CNBC. 
Robbins expressed confidence in the President Donald Trump administration&#8217;s commitment to maintaining American AI dominance despite concerns about potential tariff impacts on semiconductor imports. 
&#8220;Based on the conversations I&#8217;ve had with the administration&#8230;they want to protect that lead, and they want us to win,&#8221; Robbins said. &#8220;I believe that their policies that they&#8217;re going to implement will ensure that happens.&#8221;
The comments come amid intensifying U.S.-China competition in AI development. The Trump administration recently backed &#8220;Stargate,&#8221; a $500 billion private-sector initiative involving OpenAI, SoftBank, and Oracle Corp. to build massive data centers in Texas, while simultaneously facing competition from Chinese firms like DeepSeek that are making technological advances despite U.S. export <a href="https://in.benzinga.com/startups/25/02/43420092/as-easy-as-it-can-be-trump-promises-ai-giants-support-with-500b-investment-plan-how-does-it-compare-with-deepseek">controls on advanced semiconductors</a>.
See Also: <a href="https://www.benzinga.com/tech/25/03/44429586/elon-musk-says-hang-on-to-your-stock-in-surprise-late-evening-tesla-all-hands-meeting-touts-7-million-evs-optimus-robot-and-ai-supercomputer-dojo">Elon Musk Says &#8216;Hang On To Your Stock&#8217; In Surprise Late-Evening Tesla All-Hands Meeting — Touts 7 Million EVs, Optimus Robot, And AI Supercomputer Dojo</a>
Why It Matters: The administration is also reviewing AI regulatory approaches following <a href="https://in.benzinga.com/markets/25/03/44300525/sam-altmans-openai-urges-trump-administration-for-rapid-ai-advancement-and-reduced-regulation">proposals from companies like OpenAI</a>, which has urged reduced regulation and highlighted potential threats from Chinese AI technology. High-level meetings between tech executives and Trump have included Michael Dell of Dell Technologies Inc., which projects its <a href="https://in.benzinga.com/25/03/44269039/michael-dell-joins-trump-elon-musk-for-high-stakes-ai-talks-as-dell-eyes-15-billion-in-server-business">AI server business</a> to reach $15 billion in fiscal year 2026.
Cisco and Nvidia announced a partnership to deliver AI technology to enterprises with new infrastructure. According to Huang, AI has &#8220;reinvented the entire computing stack&#8221; and requires a complete overhaul of enterprise systems. &#8220;We need to go and rerack the whole world&#8217;s companies,&#8221; Huang said.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/25/03/44429645/perplexity-ceo-says-app-will-make-apple-intelligence-work-amid-iphone-makers-ai-challenges">Perplexity Can Make &#8216;Apple Intelligence Work&#8217; Says CEO Aravind Srinivas As iPhone Maker Attracts Criticism On Siri And AI Delays</a></li>
</ul>
Image Via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Comments

Oracle

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
10:42 AMFeb 19, 2025	PUT	$150.00	Mar 28, 2025	-4	5	4025	5	102	TRADE	BEARISH
02:32 PMFeb 18, 2025	CALL	$150.00	Feb 21, 2025	-39	194	187	47	417	SWEEP	BULLISH
01:50 PMFeb 18, 2025	CALL	$240.00	Jan 15, 2027	654	300	300	441	68	TRADE	BEARISH
12:02 PMFeb 18, 2025	CALL	$200.00	Jun 20, 2025	80	1561	1500	39	3975	TRADE	BEARISH
12:20 PMFeb 13, 2025	CALL	$180.00	Jun 18, 2026	443	250	250	229	109	TRADE	BULLISH