CoreWeave (NASDAQ:CRWV) 株価情報

CoreWeave

CoreWeave Inc is a modern cloud infrastructure technology company that offers the CoreWeave Cloud Platform which consists of proprietary software and cloud services that deliver the automation and efficiency needed to manage complex AI infrastructure at scale. Its platform supports the development and use of ground-breaking models and the delivery of the next generation of AI applications that are changing the way of living and working across the globe.

CoreWeave Inc

Applied Digital Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APLD#NASDAQ">APLD</a>) shares are trading higher Monday after the company announced long-term lease agreements <a href="https://www.benzinga.com/pressreleases/25/06/g45718843/applied-digital-announces-250mw-ai-data-center-lease-with-coreweave-in-north-dakota">with CoreWeave Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>)</a>.
What Happened: Applied Digital announced Monday that it entered into two lease agreements, spanning approximately 15 years, with AI hyperscaler CoreWeave to deliver 250 megawatts (MW) of critical IT load to host the company&#8217;s AI and high-performance computing infrastructure at its data center site in North Dakota. 
CoreWeave will have the option to add an additional 150 MW of IT load at the data center location. Applied Digital expects to generate approximately $7 billion in revenue from leases over the 15-year contract period.
&#8220;We believe these leases solidify Applied Digital&#8217;s position as an emerging provider of infrastructure critical to the next generation of artificial intelligence and high-performance computing,&#8221; said Wes Cummins, chairman and CEO of Applied Digital.
&#8220;As demand for AI accelerates exponentially, we believe that we are uniquely positioned to deliver substantial returns while supporting the evolving and dynamic needs of these rapidly evolving sectors.&#8221;
Applied Digital expects its first 100 MW data center for CoreWeave to be ready for service in the fourth quarter of 2025. The second 150 MW data center facility is currently under construction and is slated to be ready for service in mid-2026. A third 150 MW data center is in the planning stages and would be ready for service in 2027 if CoreWeave decides to execute its option for the additional site.
Applied Digital&#8217;s site is designed to host 400 MW of critical IT load in total, but the company said it could expand the campus to up to one gigawatt of total power capacity to support additional infrastructure development. 
APLD Price Action: Applied Digital shares were up 22.0% at $8.33 at the time of publication Monday, according to <a href="http://pro.benzinga.com">Benzinga Pro</a>. CoreWeave shares were up about 4.59% at last check.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/insights/options/25/05/45695297/looking-at-coreweaves-recent-unusual-options-activity">Looking At CoreWeave&#8217;s Recent Unusual Options Activity</a></li>
</ul>
Photo: Gorodenkoff/Shutterstock.

News

Movers

APLD

CRWV

Applied Digital Stock Surges On AI Data Center Deal With CoreWeave: What You Need To Know

WIIM

CoreWeave shares are trading higher after announcing Applied Digital signed a 250MW AI data center lease with the company.

On May 28, 2025, APLD ELN-02 LLC and APLD ELN-03 LLC, subsidiaries of Applied Digital Corporation, a Nevada corporation (the &quot;Company&quot;), each entered into a datacenter lease (together, the &quot;Datacenter Leases&quot;) with CoreWeave, Inc. (&quot;CoreWeave&quot;) to deliver up to an aggregate of 250 MW of infrastructure to host CoreWeave&#39;s HPC operations at the Company&#39;s 400 MW Ellendale, North Dakota datacenter campus (the &quot;Ellendale Campus&quot;). The first lease is for the full capacity of Building 2, the Company&#39;s 100MW data center that is currently under construction (&quot;Building 2&quot;) and the second lease is for the full capacity of Building 3, a 150MW data center that is also under construction (&quot;Building 3&quot;).
&nbsp;
Each Datacenter Lease has an initial approximately fifteen (15)-year term followed by three (3) five (5)-year options to extend the term. The total contract value, for the initial approximately fifteen (15)-year term, (i) for the Building 2 Datacenter Lease is expected to be approximately $3 billion, and (ii) for the Building 3 Datacenter Lease is expected to be approximately $4 billion. The Company has guaranteed the obligations of APLD ELN-02 LLC and APLD ELN-03 LLC under the respective Datacenter Lease to which such subsidiary is a party.
&nbsp;
Pursuant to the terms of the Datacenter Leases, the Company is bound to provide CoreWeave customary service levels and may be penalized with customary service level credits in the event of service level defaults, in addition to other customary tenant remedies.
&nbsp;
In addition, CoreWeave has the right to terminate any affected Datacenter Lease, if, subject to certain limited exclusions and procedural terms and conditions, the Company fails to satisfy certain installation and delivery requirements under the applicable Datacenter Lease by a specified date. Upon such termination, CoreWeave&#39;s obligations as to such terminated Datacenter Lease shall cease, with no termination fee or any other further payments due to the Company as to such terminated Datacenter Lease. The Company agreed to the following ready for service delivery dates:
&nbsp;
<table>
<tbody>
<tr>
<td>&nbsp;</td>
<td>●</td>
<td>With respect to the Building 2 Datacenter Lease, the Company is obligated to commence providing services at specified dates during the second half of calendar 2025; and</td>
</tr>
<tr>
<td>&nbsp;</td>
<td>●</td>
<td>With respect to the Building 3 Datacenter Lease, the Company is obligated to commence providing services at specified dates during the first half of calendar 2026.</td>
</tr>
</tbody>
</table>
&nbsp;
&nbsp;
CoreWeave may terminate the Datacenter Leases at any time by providing notice and a specified termination fee in accordance with the terms of the Datacenter Leases.

UPDATE: Applied Digital Subsidiaries Sign $7B, 15-Year Datacenter Lease Agreements With CoreWeave For Full Capacity Of Two Under-Construction HPC Facilities At 400MW North Dakota Campus, Committing To Deliver 250MW Of Infrastructure Starting In 2025–2026

Financial giants have made a conspicuous bullish move on CoreWeave. Our analysis of options history for CoreWeave (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>) revealed 13 unusual trades.
Delving into the details, we found 53% of traders were bullish, while 15% showed bearish tendencies. Out of all the trades we spotted, 5 were puts, with a value of $245,356, and 8 were calls, valued at $395,690.
<h3>What's The Price Target?</h3>
Analyzing the Volume and Open Interest in these contracts, it seems that the big players have been eyeing a price window from $50.0 to $110.0 for CoreWeave during the past quarter. 
<h3>Volume &amp; Open Interest Development</h3>
Examining the volume and open interest provides crucial insights into stock research. This information is key in gauging liquidity and interest levels for CoreWeave's options at certain strike prices. Below, we present a snapshot of the trends in volume and open interest for calls and puts across CoreWeave's significant trades, within a strike price range of $50.0 to $110.0, over the past month.
<h3>CoreWeave Option Activity Analysis: Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1748613668_0.png" alt="Options Call Chart" />
<h3>Biggest Options Spotted:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>CRWV</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>07/18/25</td>
<td>$56.5</td>
<td>$55.1</td>
<td>$56.5</td>
<td>$50.00</td>
<td>$113.0K</td>
<td>32</td>
<td>32</td>
</tr>
<tr>
<td>CRWV</td>
<td>PUT</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>12/19/25</td>
<td>$39.0</td>
<td>$35.1</td>
<td>$37.1</td>
<td>$105.00</td>
<td>$74.2K</td>
<td>13</td>
<td>0</td>
</tr>
<tr>
<td>CRWV</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>05/30/25</td>
<td>$2.75</td>
<td>$2.5</td>
<td>$2.75</td>
<td>$105.00</td>
<td>$52.3K</td>
<td>2.5K</td>
<td>6.9K</td>
</tr>
<tr>
<td>CRWV</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>05/30/25</td>
<td>$2.8</td>
<td>$2.75</td>
<td>$2.75</td>
<td>$105.00</td>
<td>$51.6K</td>
<td>2.5K</td>
<td>6.7K</td>
</tr>
<tr>
<td>CRWV</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$20.5</td>
<td>$19.9</td>
<td>$20.5</td>
<td>$89.00</td>
<td>$51.2K</td>
<td>3</td>
<td>25</td>
</tr>
</tbody>
</table>

<h3>About CoreWeave</h3>
CoreWeave Inc is a modern cloud infrastructure technology company that offers the CoreWeave Cloud Platform which consists of proprietary software and cloud services that deliver the automation and efficiency needed to manage complex AI infrastructure at scale. Its platform supports the development and use of ground-breaking models and the delivery of the next generation of AI applications that are changing the way of living and working across the globe.
In light of the recent options history for CoreWeave, it's now appropriate to focus on the company itself. We aim to explore its current performance.
<h3>CoreWeave's Current Market Status</h3>
<ul>
<li>Currently trading with a volume of 4,186,572, the CRWV's price is up by 1.29%, now at $106.91. </li>
<li>RSI readings suggest the stock is currently may be overbought.</li>
<li>Anticipated earnings release is in 76 days.</li>
</ul>
<h3>What Analysts Are Saying About CoreWeave</h3>
Over the past month, 5 industry analysts have shared their insights on this stock, proposing an average target price of $64.4.
Turn $1000 into $1270 in just 20 days?
20-year pro options trader reveals his one-line chart technique that shows when to buy and sell. Copy his trades, which have had averaged a 27% profit every 20 days. <a href="https://www.benzinga.com/premium/ideas/options-moneyline-2/?t=Moop1arja3be22op14&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; An analyst from B of A Securities has decided to maintain their Buy rating on CoreWeave, which currently sits at a price target of $76. 
&#x2A; Consistent in their evaluation, an analyst from Barclays keeps a Overweight rating on CoreWeave with a target price of $60. 
&#x2A; An analyst from Wells Fargo persists with their Equal-Weight rating on CoreWeave, maintaining a target price of $60. 
&#x2A; Maintaining their stance, an analyst from Macquarie continues to hold a Neutral rating for CoreWeave, targeting a price of $65. 
&#x2A; Consistent in their evaluation, an analyst from Goldman Sachs keeps a Neutral rating on CoreWeave with a target price of $61. 
Trading options involves greater risks but also offers the potential for higher profits. Savvy traders mitigate these risks through ongoing education, strategic trade adjustments, utilizing various indicators, and staying attuned to market dynamics. Keep up with the latest options trades for CoreWeave with <a href="https://www.benzinga.com/pro/">Benzinga Pro</a> for real-time alerts.

Options

Markets

Looking At CoreWeave's Recent Unusual Options Activity

CoreWeave Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>) shares surged 2.43% to $118.97 Thursday morning, riding the wave of Nvidia Corp&#8217;s blowout first-quarter <a href="https://www.benzinga.com/analyst-ratings/price-target/25/05/45668727/nvidia-stock-is-surging-thursday-whats-fueling-the-move">earnings</a> and renewed market enthusiasm for AI infrastructure.
What To Know: Nvidia, a key partner and supplier of GPUs to CoreWeave's AI cloud platform, saw its stock rise nearly 6% after posting $44.1 billion in first-quarter revenue, well ahead of Wall Street's $43.2 billion forecast. Earnings reached 96 cents per share, excluding a $4.5 billion charge related to U.S. export bans on H20 chips to China.
Fueled by explosive demand for AI computing, Nvidia's data center revenue <a href="https://www.benzinga.com/news/earnings/25/05/45657660/nvidia-q1-highlights-china-export-ban-hits-results-but-jensen-huang-says-demand-incredibly-strong">jumped</a> 73% to $39.1 billion, while its guidance for the second-quarter remained upbeat at $45 billion, despite the $8 billion projected revenue loss from the export curbs. CEO Jensen Huang highlighted surging global demand for AI systems, calling them "essential infrastructure."
CoreWeave, which <a href="https://www.benzinga.com/news/25/05/45648088/coreweave-crwv-stock-pulls-back-from-all-time-high-whats-driving-the-volatility">relies heavily</a> on Nvidia's GPUs for its cloud services, often trades in tandem with its larger peer. Analysts <a href="https://www.benzinga.com/quote/CRWV/analyst-ratings">expect</a> CoreWeave to continue benefiting from rising AI spending and broader enterprise adoption. As Nvidia positions itself at the center of the AI boom, related names like CoreWeave are drawing increased investor attention.
Read Also: <a href="https://www.benzinga.com/trading-ideas/long-ideas/25/05/45670350/tesla-block-ride-bitcoin-boom-as-microstrategy-goes-all-in">Tesla, Block Ride Bitcoin Boom As MicroStrategy Goes All In</a>
<h2 class="wp-block-heading">How To Buy CRWV Stock</h2>
Besides going to a brokerage platform to purchase a share &#8211; or fractional share &#8211; of stock, you can also gain access to shares either by buying an exchange traded fund (ETF) that holds the stock itself, or by allocating yourself to a strategy in your 401(k) that would seek to acquire shares in a mutual fund or other instrument. 
For example, in CoreWeave&#8217;s case, it is in the Information Technology sector. An ETF will likely hold shares in many liquid and large companies that help track that sector, allowing an investor to gain exposure to the trends within that segment.
According to data from&nbsp;<a href="https://benzinga.grsm.io/register174">Benzinga Pro</a>, CRWV has a 52-week high of $130.76 and a 52-week low of $33.52.
Image: Shutterstock

Why CoreWeave (CRWV) Stock Hit A New All-Time High Today

U.S. stocks were mostly higher, with the Nasdaq Composite gaining around 100 points on Thursday.
Shares of Veeva Systems Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VEEV#NYSE">VEEV</a>) rose sharply during Thursday's session <a href="https://in.benzinga.com/trading-ideas/movers/25/05/45668750/why-veeva-systems-stock-is-gaining-today">following strong quarterly results.</a>
The company reported adjusted earnings per share of $1.97, beating the analyst consensus estimate of $1.77. Quarterly sales of $759 million (+17% year over year) outpaced the Street view of $731.91 million.
For the full fiscal year ending January 31, 2026, the company projects total revenue between $3.09 billion and $3.10 billion versus the Street view of $3.09 billion (prior view: $3.040 billion to $3.055 billion), non-GAAP operating income of approximately $1.36 billion, and adjusted diluted EPS of around $7.63 versus the Street view of $7.56 (Prior view: $7.32).
Veeva Systems shares jumped 19.9% to $281.10 on Thursday.
Here are some other big stocks recording gains in today&#8217;s session.
<ul class="wp-block-list">
<li>ORIC Pharmaceuticals, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ORIC#NASDAQ">ORIC</a>) shares jumped 32% to $7.88 after the company announced preliminary efficacy and safety data from its ongoing Phase 1b trial of ORIC-944. Additionally, the company announced a $125 million private placement, which was priced at an 18% premium to its 10-day trailing volume-weighted average price.</li>
<li>LZ Technology Holdings Limited (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LZMH#NASDAQ">LZMH</a>) gained 28.2% to $25.01.</li>
<li>e.l.f. Beauty, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ELF#NYSE">ELF</a>) jumped 27% to $114.92 after the company reported better-than-expected quarterly results and announced it will acquire Rhode.</li>
<li>C3.ai, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AI#NYSE">AI</a>) gained 26.7% to $29.22 after the company reported better-than-expected fourth-quarter financial results and announced a renewal and expansion of its joint venture with Baker Hughes for accelerated AI-driven transformations in the energy and industrial sectors.</li>
<li>Claritev Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CTEV#NYSE">CTEV</a>) gained 23.6% to $32.96.</li>
<li>SS Innovations International, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SSII#NASDAQ">SSII</a>) rose 19.5% to $6.07.</li>
<li>BRP Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DOOO#NASDAQ">DOOO</a>) gained 12.1% to $40.28 after the company reported better-than-expected quarterly financial results. Additionally, the company announced that its president, CEO, and chair of the board will retire by the end of the fiscal year.</li>
<li>Nordson Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NDSN#NASDAQ">NDSN</a>) rose 9.3% to $213.89 following upbeat quarterly results.</li>
<li>CoreWeave, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>) gained 6% to $122.78.</li>
<li>Agilent Technologies, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/A#NYSE">A</a>) rose 4.3% to $115.69 following strong quarterly results.</li>
</ul>
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Photo via Shutterstock

Intraday Update

Trading Ideas

CTEV

DOOO

LZMH

NDSN

ORIC

SSII

VEEV

Veeva Systems, e.l.f. Beauty, C3.ai, BRP And Other Big Stocks Moving Higher On Thursday

Whales with a lot of money to spend have taken a noticeably bearish stance on CoreWeave.
Looking at options history for CoreWeave (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>) we detected 24 trades.
If we consider the specifics of each trade, it is accurate to state that 37% of the investors opened trades with bullish expectations and 45% with bearish.
From the overall spotted trades, 5 are puts, for a total amount of $228,415 and 19, calls, for a total amount of $930,360.
<h3>Expected Price Movements</h3>
Based on the trading activity, it appears that the significant investors are aiming for a price territory stretching from $85.0 to $162.5 for CoreWeave over the recent three months. 
<h3>Volume &amp; Open Interest Development</h3>
Looking at the volume and open interest is an insightful way to conduct due diligence on a stock.
This data can help you track the liquidity and interest for CoreWeave's options for a given strike price.
Below, we can observe the evolution of the volume and open interest of calls and puts, respectively, for all of CoreWeave's whale activity within a strike price range from $85.0 to $162.5 in the last 30 days. 
<h3>CoreWeave 30-Day Option Volume &amp; Interest Snapshot</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1748527273_0.png" alt="Options Call Chart" />
<h3>Significant Options Trades Detected:</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>CRWV</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$7.0</td>
<td>$6.2</td>
<td>$7.0</td>
<td>$150.00</td>
<td>$140.0K</td>
<td>511</td>
<td>1</td>
</tr>
<tr>
<td>CRWV</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>05/30/25</td>
<td>$16.4</td>
<td>$13.6</td>
<td>$14.99</td>
<td>$115.00</td>
<td>$82.4K</td>
<td>2.2K</td>
<td>318</td>
</tr>
<tr>
<td>CRWV</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>05/30/25</td>
<td>$5.8</td>
<td>$5.6</td>
<td>$5.6</td>
<td>$130.00</td>
<td>$77.8K</td>
<td>4.7K</td>
<td>1.9K</td>
</tr>
<tr>
<td>CRWV</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/30/25</td>
<td>$4.9</td>
<td>$4.6</td>
<td>$4.6</td>
<td>$130.00</td>
<td>$72.4K</td>
<td>4.7K</td>
<td>684</td>
</tr>
<tr>
<td>CRWV</td>
<td>PUT</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>05/30/25</td>
<td>$5.5</td>
<td>$5.1</td>
<td>$5.5</td>
<td>$125.00</td>
<td>$57.7K</td>
<td>883</td>
<td>2.1K</td>
</tr>
</tbody>
</table>

<h3>About CoreWeave</h3>
CoreWeave Inc is a modern cloud infrastructure technology company that offers the CoreWeave Cloud Platform which consists of proprietary software and cloud services that deliver the automation and efficiency needed to manage complex AI infrastructure at scale. Its platform supports the development and use of ground-breaking models and the delivery of the next generation of AI applications that are changing the way of living and working across the globe.
After a thorough review of the options trading surrounding CoreWeave, we move to examine the company in more detail. This includes an assessment of its current market status and performance.
<h3>CoreWeave's Current Market Status</h3>
<ul>
<li>Currently trading with a volume of 6,997,139, the CRWV's price is up by 8.04%, now at $125.49. </li>
<li>RSI readings suggest the stock is currently may be overbought.</li>
<li>Anticipated earnings release is in 77 days.</li>
</ul>
<h3>Professional Analyst Ratings for CoreWeave</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 $61.2.
Turn $1000 into $1270 in just 20 days?
20-year pro options trader reveals his one-line chart technique that shows when to buy and sell. Copy his trades, which have had averaged a 27% profit every 20 days. <a href="https://www.benzinga.com/premium/ideas/options-moneyline-2/?t=Moop1arja3be22op14&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; An analyst from Needham has revised its rating downward to Buy, adjusting the price target to $55. 
&#x2A; An analyst from Wells Fargo persists with their Equal-Weight rating on CoreWeave, maintaining a target price of $50. 
&#x2A; An analyst from Macquarie has decided to maintain their Neutral rating on CoreWeave, which currently sits at a price target of $65. 
&#x2A; In a cautious move, an analyst from DA Davidson downgraded its rating to Underperform, setting a price target of $36. 
&#x2A; An analyst from Barclays downgraded its action to Equal-Weight with a price target of $100. 
Trading options involves greater risks but also offers the potential for higher profits. Savvy traders mitigate these risks through ongoing education, strategic trade adjustments, utilizing various indicators, and staying attuned to market dynamics. Keep up with the latest options trades for CoreWeave with <a href="https://www.benzinga.com/pro/">Benzinga Pro</a> for real-time alerts.

Unpacking the Latest Options Trading Trends in CoreWeave

Nvidia Corp.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) strong first-quarter performance highlights a quiet, yet fast-growing segment of the company that has long been overlooked by investors.
What Happened: During its much-anticipated <a href="https://benzinga.com/news/earnings/25/05/45657660/nvidia-q1-highlights-china-export-ban-hits-results-but-jensen-huang-says-demand-incredibly-strong">first quarter results</a> on Wednesday, NVIDIA reported $5 billion in sales from its networking business, an increase of 64% from the prior quarter, with the company&#8217;s CFO Colette Kress noting during the earnings call, that its enhanced Ethernet platform, SpectrumX, is now annualizing over $8 billion.
&#8220;Spectrum X posted strong sequential and year-on-year growth,&#8221; she said, adding that adoption is &#8220;widespread across major CSPs,&#8221; including Microsoft Azure, Oracle Cloud, CoreWeave Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>), and most recently, Google Cloud and Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>).
See Also: <a href="https://www.benzinga.com/news/25/05/45660322/trump-tariffs-struck-down-by-federal-court-major-blow-to-white-houses-trade-strategy-report">Trump Tariffs Struck Down By Federal Court — Appeal Filed By Administration: Report (UPDATED)</a>
During the call, CEO Jensen Huang emphasized the company&#8217;s strategy to dominate, not just the AI compute layer, but the entire datacenter architecture. 
He says, &#8220;we now have four networking platforms,&#8221; referring to NVLink, SpectrumX, InfiniBand, and BlueField, all of which he says are &#8220;doing really well.&#8221;
Powerful AI models such as ChatGPT or Google&#8217;s Gemini require hundreds of thousands of GPUs that need to constantly talk with one another. These conversations are an intense, split-second exchange of huge volumes of data that traditional Ethernet switches are incapable of handling.
The company's NVLink Gen 5 platform delivers 130 terabytes per second of bandwidth in a single rack, which is equivalent to the world's peak internet traffic. 
Huang says that enhanced Ethernet, once considered unsuitable for AI, now rivals InfiniBand in efficiency. &#8220;The traffic of AI is insanely bursty… and so SpectrumX has been really, quite frankly, a home run.&#8221;
Despite its rapid growth, networking still makes up a relatively small portion of NVIDIA's $39.1 billion data center revenue, where GPU sales dominate. This is potentially obscuring its growth and impact among investors and analysts. 
&#8220;This is the start of a powerful new wave of growth,&#8221; Huang said, reinforcing his confidence in the segment. &#8220;We're off to the races.&#8221;
Why It Matters: Nvidia&#8217;s networking play is already <a href="https://benzinga.com/analyst-ratings/analyst-color/25/02/44005208/nvidia-ai-juggernaut-rolls-on-but-can-arista-cisco-keep-up">mounting pressure</a> on legacy giants in this space, such as Arista Networks Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>) and Cisco Systems Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>).
During its <a href="https://benzinga.com/news/earnings/25/05/45657660/nvidia-q1-highlights-china-export-ban-hits-results-but-jensen-huang-says-demand-incredibly-strong">first quarter results</a> on Wednesday, the company reported $44.1 billion in revenue, up 69% year-over-year, and beating consensus estimates at $42.3 billion. It, however, missed earnings estimates, with a profit of $0.81 per share, against $0.88 per share.
Price Action: Shares of Nvidia were down 0.51% on Wednesday, trading at $134.81, but are up 4.89% after hours, following the company&#8217;s better-than-expected first quarter performance.
<figure class="wp-block-image size-large"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img loading="lazy" decoding="async" width="1024" height="138" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/28234900/Screenshot-2025-05-29-at-9.18.41-AM-1024x138.png" alt="" class="wp-image-930816" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/28234900/Screenshot-2025-05-29-at-9.18.41-AM-1024x138.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/28234900/Screenshot-2025-05-29-at-9.18.41-AM-300x40.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/28234900/Screenshot-2025-05-29-at-9.18.41-AM-768x103.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/28234900/Screenshot-2025-05-29-at-9.18.41-AM-1536x207.png 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/28234900/Screenshot-2025-05-29-at-9.18.41-AM.png 1618w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
According to Benzinga&#8217;s Edge Stock Rankings, Nvidia scores well across most metrics and has a favorable price trend in the short, medium, and long term. Click <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">here</a> for more insights.
Photo Courtesy: 3dkombinat on Shutterstock.com
Read More:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/25/05/45661128/ross-gerber-blasts-trump-for-destroying-nvidias-china-business-gene-munster-says-forget-about-the-china-curbs-because-the-chip-giants-co">Ross Gerber Blasts Trump For &#8216;Destroying&#8217; Nvidia&#8217;s China Business — Gene Munster Says &#8216;Forget About The China Curbs&#8217; Because The Chip Giant&#8217;s Core Business Is &#8216;On Fire&#8217;</a></li>
</ul>

Earnings

ANET

CSCO

NVDA

Jensen Huang Points To 'A Powerful New Wave Of Growth' For Nvidia And Wall Street May Be Overlooking It: Chipmaker Set To Dominate The AI Datastack?

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders often look for circumstances when the market estimation of an option diverges away from its normal worth. Abnormal amounts of trading activity could push option prices to hyperbolic or underperforming levels. 
Below are some instances of options activity happening in the Information Technology sector: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>NVDA</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/30/25</td>
<td>$135.00</td>
<td>$197.2K</td>
<td>28.4K</td>
<td>34.2K</td>
</tr>
<tr>
<td>U</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>05/30/25</td>
<td>$25.00</td>
<td>$27.7K</td>
<td>3.0K</td>
<td>29.2K</td>
</tr>
<tr>
<td>CRWV</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>05/30/25</td>
<td>$100.00</td>
<td>$37.7K</td>
<td>12.2K</td>
<td>8.5K</td>
</tr>
<tr>
<td>INTC</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>09/18/26</td>
<td>$22.00</td>
<td>$2.3 million</td>
<td>390</td>
<td>5.3K</td>
</tr>
<tr>
<td>MSFT</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>01/16/26</td>
<td>$350.00</td>
<td>$245.2K</td>
<td>1.1K</td>
<td>4.6K</td>
</tr>
<tr>
<td>MSTR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/30/25</td>
<td>$362.50</td>
<td>$36.0K</td>
<td>300</td>
<td>3.5K</td>
</tr>
<tr>
<td>IREN</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>07/18/25</td>
<td>$7.00</td>
<td>$43.6K</td>
<td>1.6K</td>
<td>3.1K</td>
</tr>
<tr>
<td>OKTA</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>06/18/26</td>
<td>$90.00</td>
<td>$111.9K</td>
<td>3</td>
<td>2.8K</td>
</tr>
<tr>
<td>WULF</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$5.00</td>
<td>$95.2K</td>
<td>12.2K</td>
<td>2.7K</td>
</tr>
<tr>
<td>CSCO</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/16/26</td>
<td>$72.50</td>
<td>$432.5K</td>
<td>817</td>
<td>2.5K</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These itemized elaborations have been created using the accompanying table. 
• For NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we notice a put option sweep that happens to be bullish, expiring in 2 day(s) on May 30, 2025. This event was a transfer of 493 contract(s) at a $135.00 strike. This particular put needed to be split into 4 different trades to become filled. The total cost received by the writing party (or parties) was $197.2K, with a price of $400.0 per contract. There were 28470 open contracts at this strike prior to today, and today 34268 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 trade with bullish sentiment. It expires in 2 day(s) on May 30, 2025. Parties traded 308 contract(s) at a $25.00 strike. The total cost received by the writing party (or parties) was $27.7K, with a price of $90.0 per contract. There were 3083 open contracts at this strike prior to today, and today 29276 contract(s) were bought and sold. 
• Regarding CRWV (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>), we observe a put option sweep with bearish sentiment. It expires in 2 day(s) on May 30, 2025. Parties traded 400 contract(s) at a $100.00 strike. This particular put needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $37.7K, with a price of $94.0 per contract. There were 12238 open contracts at this strike prior to today, and today 8561 contract(s) were bought and sold. 
• For INTC (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), we notice a put option trade that happens to be bullish, expiring in 478 day(s) on September 18, 2026. This event was a transfer of 5000 contract(s) at a $22.00 strike. The total cost received by the writing party (or parties) was $2.3 million, with a price of $461.0 per contract. There were 390 open contracts at this strike prior to today, and today 5300 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 neutral sentiment. It expires in 233 day(s) on January 16, 2026. Parties traded 20 contract(s) at a $350.00 strike. The total cost received by the writing party (or parties) was $245.2K, with a price of $12261.0 per contract. There were 1179 open contracts at this strike prior to today, and today 4635 contract(s) were bought and sold. 
• For MSTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>), we notice a call option sweep that happens to be bullish, expiring in 2 day(s) on May 30, 2025. This event was a transfer of 37 contract(s) at a $362.50 strike. This particular call needed to be split into 6 different trades to become filled. The total cost received by the writing party (or parties) was $36.0K, with a price of $975.0 per contract. There were 300 open contracts at this strike prior to today, and today 3577 contract(s) were bought and sold. 
• Regarding IREN (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/IREN#NASDAQ">IREN</a>), we observe a put option sweep with bullish sentiment. It expires in 51 day(s) on July 18, 2025. Parties traded 1553 contract(s) at a $7.00 strike. This particular put needed to be split into 22 different trades to become filled. The total cost received by the writing party (or parties) was $43.6K, with a price of $28.0 per contract. There were 1675 open contracts at this strike prior to today, and today 3123 contract(s) were bought and sold. 
• Regarding OKTA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/OKTA#NASDAQ">OKTA</a>), we observe a put option trade with bullish sentiment. It expires in 386 day(s) on June 18, 2026. Parties traded 116 contract(s) at a $90.00 strike. The total cost received by the writing party (or parties) was $111.9K, with a price of $965.0 per contract. There were 3 open contracts at this strike prior to today, and today 2870 contract(s) were bought and sold. 
• Regarding WULF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WULF#NASDAQ">WULF</a>), we observe a call option sweep with bullish sentiment. It expires in 79 day(s) on August 15, 2025. Parties traded 2500 contract(s) at a $5.00 strike. This particular call needed to be split into 47 different trades to become filled. The total cost received by the writing party (or parties) was $95.2K, with a price of $38.0 per contract. There were 12263 open contracts at this strike prior to today, and today 2701 contract(s) were bought and sold. 
• For CSCO (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>), we notice a call option trade that happens to be bearish, expiring in 233 day(s) on January 16, 2026. This event was a transfer of 2500 contract(s) at a $72.50 strike. The total cost received by the writing party (or parties) was $432.5K, with a price of $173.0 per contract. There were 817 open contracts at this strike prior to today, and today 2501 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.

INTC

IREN

MSFT

MSTR

OKTA

WULF

10 Information Technology Stocks Whale Activity In Today's Session

Shares of CoreWeave Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>) traded lower by 7.49% to $114.74 during Wednesday's session, pulling back from recent all-time highs despite no new company-specific news. The decline comes after recent, strong gains driven by bullish sentiment around the company's <a href="https://www.benzinga.com/news/25/05/45570628/coreweave-crwv-stock-hits-all-time-high-amid-ai-momentum-strategic-deals">growth prospects</a> and strategic developments.
What To Know: On Tuesday, CoreWeave stock jumped following the <a href="https://www.benzinga.com/trading-ideas/movers/25/05/45627509/coreweave-stock-rises-on-government-affairs-appointment-whats-going-on">announcement</a> of Carl Holshouser as Vice President of Government Affairs. Holshouser, a veteran in federal policy and public affairs, was previously EVP at TechNet and held leadership roles at Visa. His appointment signaled CoreWeave's strategic push to strengthen its regulatory and public sector positioning amid increasing government influence on the AI industry.
This leadership move came on the heels of an impressive earnings report and growing investor enthusiasm. This month, CoreWeave <a href="https://www.benzinga.com/news/25/05/45570628/coreweave-crwv-stock-hits-all-time-high-amid-ai-momentum-strategic-deals">reported</a> a staggering 420% year-over-year revenue increase in the first-quarter to $981.6 million, alongside a bullish full-year guidance of up to $5.1 billion. 
A strategic partnership with OpenAI and a significant stake by NVIDIA Corp further fueled the stock's momentum, pushing it to an all-time high of $116.54. Despite Wednesday's pullback, CRWV remains up 175% over the past month as investors continue to bet on the company's AI infrastructure dominance.
Read Also: <a href="https://www.benzinga.com/25/05/45644145/nvidia-stock-is-bullish-ahead-of-q1-earnings-but-will-h20-chip-woes-dampen-the-party">Nvidia Bullish Ahead Of Q1 Earnings, But Will H20 Chip Woes Dampen The Party?</a>
<h2 class="wp-block-heading">How To Buy CRWV Stock</h2>
Besides going to a brokerage platform to purchase a share &#8211; or fractional share &#8211; of stock, you can also gain access to shares either by buying an exchange traded fund (ETF) that holds the stock itself, or by allocating yourself to a strategy in your 401(k) that would seek to acquire shares in a mutual fund or other instrument. 
For example, in CoreWeave&#8217;s case, it is in the Information Technology sector. An ETF will likely hold shares in many liquid and large companies that help track that sector, allowing an investor to gain exposure to the trends within that segment.
According to data from&nbsp;<a href="https://benzinga.grsm.io/register174">Benzinga Pro</a>, CRWV has a 52-week high of $125.02 and a 52-week low of $33.52.
Photo: Shutterstock

CoreWeave (CRWV) Stock Pulls Back From All-Time High: What's Driving The Volatility?

CoreWeave Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>), the Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)-backed AI infrastructure upstart, has been on a tear—soaring nearly 195% over the past month and tacking on another 38% <a href="https://www.benzinga.com/quote/CRWV/news">over the past five days</a>.
But beneath the parabolic rise lies a swelling undercurrent of skepticism: short interest ballooned from 18% in late April to 45% last week, according to S3 Partners.
<h2 class="wp-block-heading">CoreWeave Stock Rally: Storm Before The Squeeze?</h2>
That kind of surge in bearish bets, coinciding with a triple-digit rally, has traders wondering if CoreWeave is ground zero for the market&#8217;s next big short squeeze.
Beth Kindig, tech analyst and founder of I/O Fund, spotlighted the squeeze potential, noting on X that CoreWeave's "150% rally in May has been met with surging short bets." 
<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">CoreWeave's <a href="https://twitter.com/search?q=%24CRWV&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$CRWV</a> 150% rally in May has been met with surging short bets on the stock – short interest surged from 18% in late April to 45% earlier last week, according S3 Partners.
&mdash; Beth Kindig (@Beth_Kindig) <a href="https://twitter.com/Beth_Kindig/status/1927406498008695028?ref_src=twsrc%5Etfw">May 27, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
The sudden spike in short interest—nearly tripling—signals mounting conviction among bears even as bulls celebrate.
Read Also: <a href="https://www.benzinga.com/news/25/05/45570628/coreweave-crwv-stock-hits-all-time-high-amid-ai-momentum-strategic-deals">CoreWeave (CRWV) Stock Hits All-Time High Amid AI Momentum, Strategic Deals</a>
<h2 class="wp-block-heading">Backlog Bonanza Or Bubble Trouble?</h2>
What's fueling both the frenzy and the fear? 
In mid-May, CoreWeave smashed its first earnings since IPO, reporting 420% year-over-year revenue growth and guiding well ahead of Wall Street's expectations. 
The cherry on top? A new $4 billion deal with OpenAI, adding to an already staggering $25.9 billion backlog. Yet, CoreWeave also posted a widened net loss of $314.6 million, and plans to burn through up to $23 billion in capex this year.
That kind of aggressive scaling has drawn comparisons to high-beta tech names of the past—some of which soared, while others flamed out.
<h2 class="wp-block-heading">Dark Pools Add To The Drama</h2>
Meanwhile, short activity remains aggressive in off-exchange venues. As of May 27, FINRA <a href="https://fintel.io/ss/us/crwv">data</a> shows a 54.6% off-exchange short volume ratio, hinting that dark pool bears are still betting big.
So, is CoreWeave the next AI rocket ship, or just a hot potato in a crowded trade?
With Nvidia backing it and OpenAI betting billions, bulls argue it's the real deal. But with short interest piling up and valuation stretching into uncharted territory, a short squeeze—or a sharp reversal—could be just around the corner.
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/trading-ideas/movers/25/05/45627509/coreweave-stock-rises-on-government-affairs-appointment-whats-going-on">CoreWeave Stock Rises On Government Affairs Appointment: What&#8217;s Going On?</a></li>
</ul>
Image: Shutterstock

Short Sellers

Short Ideas

Tech

Is Nvidia-Backed CoreWeave's 195% May Rally A Massive Short Squeeze In The Making?

As Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) prepares to report its first-quarter earnings on Wednesday, investor attention remains fixed on the fallout from the <a href="https://www.benzinga.com/25/04/44830406/nvidia-to-take-55-billion-hit-over-china-chip-export-restrictions-but-top-analyst-dan-ives-says-hes-not-overly-concerned-all-part-of-the-high-game-of-poker">U.S. export restrictions on chip sales to China</a>. However, the chipmaker may have a few surprises in store.
What Happened: On Tuesday, Nvidia published a blog post on one of Dell Technologies Inc.&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>) U.S. factories, which it says can ship &#8220;thousands of Blackwell GPUs to customers in a week.&#8221;
Dell&#8217;s partnership with Nvidia essentially involves supplying racks, cooling, and storage, mounted with the latter&#8217;s prized GPUs. Volume growth reported by Dell can thus be seen as a reflection of demand dynamics in AI infrastructure, while also serving as a proxy for Nvidia&#8217;s momentum.
See Also: <a href="https://www.benzinga.com/markets/equities/25/05/45637672/apple-ramps-up-india-manufacturing-as-us-iphone-imports-surge-76-in-april-while-shipments-from-china-plunge">Apple Ramps Up India Manufacturing As US iPhone Imports Surge 76% In April, While Shipments From China Plunge</a>
In the blog post, Nvidia mentions an order for 100,000 units of Blackwell GPUs by CoreWeave Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>), which is set for delivery within the next 6 weeks, worth over $3 billion.
This comes amid the export curbs on China, which are expected to hit <a href="https://benzinga.com/25/05/45612246/nvidia-to-be-hit-by-china-chip-export-curbs-or-deliver-q2-guidance-surprise-after-middle-east-dealmaking-heres-what-charts-show-ahead-of-q1-results">the company&#8217;s earnings</a> to the tune of $5.5 billion, resulting in its first earnings estimate decline in years.
In addition to geopolitical headwinds, the company was weighed down by persistent technical issues with the GB200 Blackwell racks, resulting in delayed shipments. 
However, these issues were resolved by the company&#8217;s partners, Hon Hai Precision Industry Co. Ltd. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/HNHPF#OTC">HNHPF</a>), Inventec Corp., Wistron Corp., and Dell Technologies through a series of technical breakthroughs, allowing them to ramp up production towards the tail end of the first quarter, according to a report <a href="https://www.ft.com/content/26ad4a47-aefd-4a96-9605-275027f83b53">by</a> the Financial Times.
While analysts expect the company&#8217;s gross margins to drop from 71% to 58% as a result of the China hit, even just a sliver of the high-margin Blackwell silicon accruing towards the end of the quarter can help soften the blow.
Similarly, these factors should help the company provide a better-than-expected guidance for the second quarter, as it begins shipping the GB200 racks at volume. 
Why It Matters: In addition to this, Nvidia has unlocked several other tailwinds in recent weeks that should help offset the losses from China export curbs.
Starting with a potential <a href="https://www.benzinga.com/25/05/45636302/nvidia-amd-stand-to-gain-big-as-japan-proposes-about-7-billion-us-chip-deal-in-tariff-talks-report">$7 billion chip deal</a> with Japan, in a bid to reduce the nation&#8217;s massive trade surplus with the United States, which stands to benefit the company significantly.
This comes just days after a mega <a href="https://www.benzinga.com/news/25/05/45602111/600b-ai-opportunity-nvidias-18000-chip-deal-with-saudi-arabias-humain-puts-middle-east-front-of-the-line-says-wedbushs-dan-ives">18,000-chip deal</a> with Saudi Arabia&#8217;s AI startup, Humain, backed by the Kingdom&#8217;s Public Investment Fund.
The company also plans to release a <a href="https://benzinga.com/markets/equities/25/05/45605521/after-jensen-huang-criticized-us-export-curbs-nvidia-set-to-launch-cheaper-blackwell-ai-chip-for-china-amid-market-share-slide-report">significantly cheaper AI chip</a> for the Chinese market, in a bid to circumvent U.S. export restrictions. 
This, however, is expected to take a while to materialize, with the company saying that &#8220;until we settle on a new product design and receive approval from the U.S. government, we are effectively foreclosed from China's $50 billion data center market.&#8221;
Price Action: Nvidia shares were up 3.21% on Tuesday, trading at $135.50, and are up 0.09% after hours, ahead of the company&#8217;s first quarter earnings release. Dell shares were up 1.68% on Tuesday, trading at $113.99, and are down 0.34% after hours.
<figure class="wp-block-image size-large"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img loading="lazy" decoding="async" width="1024" height="136" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/28042519/Screenshot-2025-05-28-at-1.55.05-PM-1024x136.png" alt="" class="wp-image-929432" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/28042519/Screenshot-2025-05-28-at-1.55.05-PM-1024x136.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/28042519/Screenshot-2025-05-28-at-1.55.05-PM-300x40.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/28042519/Screenshot-2025-05-28-at-1.55.05-PM-768x102.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/28042519/Screenshot-2025-05-28-at-1.55.05-PM-1536x204.png 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/28042519/Screenshot-2025-05-28-at-1.55.05-PM.png 1614w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
Nvidia scores remarkably well across several key metrics in Benzinga&#8217;s Edge Stock Rankings, with a favorable price trend in the short, medium, and long term, but how does it compare with AMD? Click <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">here</a> to find out.
Read More: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/media/25/05/45637684/after-the-delay-nvidias-blackwell-ai-servers-are-back-in-production-as-suppliers-foxconn-inventec-dell-and-wistron-fix-key-technical-issues-report">Nvidia&#8217;s Blackwell AI Servers Are Back In Production After Key Supply Chain Partners Like Foxconn Fix Overheating Issues: Report</a></li>
</ul>
Photo courtesy: Jack Hong / Shutterstock.com

DELL

HNHPF

Dell's Early Blackwell Shipments Of 'Thousands Of GPUs A Week' May Lift Nvidia Margins, Boost Q2 Guidance

Shares of CoreWeave, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>) are trading higher Tuesday following the company's announcement of a key <a href="https://www.benzinga.com/pressreleases/25/05/n45616853/coreweave-appoints-new-vice-president-for-government-affairs-carl-holshouser">leadership appointment. </a>
What To Know: The AI infrastructure provider named Carl Holshouser as Vice President of Government Affairs, a move that appears to have boosted investor confidence in the company's regulatory and public sector strategy.
Holshouser brings two decades of experience in public affairs and federal policy, having most recently served as Executive Vice President and Head of Federal Policy and Government Relations at TechNet, a bipartisan network of tech executives. His background includes senior roles at Visa, where he managed global policy on AI, data privacy and fintech, as well as policy leadership in Washington, D.C.
CoreWeave's CEO, Michael Intrator, said Holshouser will lead the company's engagement with public policy and regulatory matters at a time when government decisions are increasingly shaping the AI industry. The company emphasized that Holshouser's role will involve aligning its business goals with emerging AI regulations and strengthening its presence in public sector discussions.
The leadership expansion could reflect CoreWeave's intent to position itself more prominently in AI infrastructure and to navigate the complex regulatory environment surrounding the fast-evolving industry.
CRWV Price Action: Coreweave shares were up 16% at $119.20 at the time of writing, according to <a href="https://pro.benzinga.com/dashboard?new_user=False&amp;backend=google-oauth2">Benzinga Pro.</a>
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Image Via Shutterstock.

CoreWeave Stock Rises On Government Affairs Appointment: What's Going On?

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders often look for circumstances when the market estimation of an option diverges away from its normal worth. Abnormal amounts of trading activity could push option prices to hyperbolic or underperforming levels. 
Here's the list of options activity happening in today's session: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>AAPL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>05/30/25</td>
<td>$200.00</td>
<td>$25.7K</td>
<td>8.0K</td>
<td>47.0K</td>
</tr>
<tr>
<td>NVTS</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$6.00</td>
<td>$30.2K</td>
<td>9.7K</td>
<td>18.1K</td>
</tr>
<tr>
<td>NVDA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/06/25</td>
<td>$135.00</td>
<td>$81.0K</td>
<td>18.1K</td>
<td>8.7K</td>
</tr>
<tr>
<td>MSFT</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>05/30/25</td>
<td>$465.00</td>
<td>$34.8K</td>
<td>8.5K</td>
<td>5.2K</td>
</tr>
<tr>
<td>QBTS</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>05/30/25</td>
<td>$18.50</td>
<td>$60.0K</td>
<td>1.8K</td>
<td>1.8K</td>
</tr>
<tr>
<td>IONQ</td>
<td>CALL</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>05/30/25</td>
<td>$40.00</td>
<td>$320.0K</td>
<td>2.9K</td>
<td>1.7K</td>
</tr>
<tr>
<td>MARA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>07/18/25</td>
<td>$17.00</td>
<td>$35.8K</td>
<td>2.8K</td>
<td>1.6K</td>
</tr>
<tr>
<td>PONY</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>06/20/25</td>
<td>$20.00</td>
<td>$57.7K</td>
<td>5.0K</td>
<td>1.3K</td>
</tr>
<tr>
<td>CRWV</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>06/06/25</td>
<td>$100.00</td>
<td>$91.9K</td>
<td>315</td>
<td>1.2K</td>
</tr>
<tr>
<td>MSTR</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$450.00</td>
<td>$32.1K</td>
<td>3.5K</td>
<td>1.2K</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• For AAPL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), we notice a call option sweep that happens to be bearish, expiring in 3 day(s) on May 30, 2025. This event was a transfer of 100 contract(s) at a $200.00 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 $25.7K, with a price of $257.0 per contract. There were 8086 open contracts at this strike prior to today, and today 47077 contract(s) were bought and sold. 
• Regarding NVTS (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVTS#NASDAQ">NVTS</a>), we observe a call option trade with bearish sentiment. It expires in 24 day(s) on June 20, 2025. Parties traded 250 contract(s) at a $6.00 strike. The total cost received by the writing party (or parties) was $30.2K, with a price of $121.0 per contract. There were 9740 open contracts at this strike prior to today, and today 18192 contract(s) were bought and sold. 
• For NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we notice a call option sweep that happens to be bullish, expiring in 10 day(s) on June 6, 2025. This event was a transfer of 135 contract(s) at a $135.00 strike. This particular call needed to be split into 29 different trades to become filled. The total cost received by the writing party (or parties) was $81.0K, with a price of $600.0 per contract. There were 18196 open contracts at this strike prior to today, and today 8711 contract(s) were bought and sold. 
• For MSFT (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), we notice a call option sweep that happens to be bearish, expiring in 3 day(s) on May 30, 2025. This event was a transfer of 272 contract(s) at a $465.00 strike. This particular call needed to be split into 22 different trades to become filled. The total cost received by the writing party (or parties) was $34.8K, with a price of $128.0 per contract. There were 8565 open contracts at this strike prior to today, and today 5213 contract(s) were bought and sold. 
• For QBTS (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/QBTS#NYSE">QBTS</a>), we notice a put option sweep that happens to be bearish, expiring in 3 day(s) on May 30, 2025. This event was a transfer of 300 contract(s) at a $18.50 strike. This particular put needed to be split into 17 different trades to become filled. The total cost received by the writing party (or parties) was $60.0K, with a price of $200.0 per contract. There were 1853 open contracts at this strike prior to today, and today 1817 contract(s) were bought and sold. 
• Regarding IONQ (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IONQ#NYSE">IONQ</a>), we observe a call option sweep with neutral sentiment. It expires in 3 day(s) on May 30, 2025. Parties traded 500 contract(s) at a $40.00 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 $320.0K, with a price of $640.0 per contract. There were 2925 open contracts at this strike prior to today, and today 1772 contract(s) were bought and sold. 
• Regarding MARA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MARA#NASDAQ">MARA</a>), we observe a call option sweep with bullish sentiment. It expires in 52 day(s) on July 18, 2025. Parties traded 200 contract(s) at a $17.00 strike. This particular call needed to be split into 18 different trades to become filled. The total cost received by the writing party (or parties) was $35.8K, with a price of $179.0 per contract. There were 2817 open contracts at this strike prior to today, and today 1689 contract(s) were bought and sold. 
• Regarding PONY (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PONY#NASDAQ">PONY</a>), we observe a call option trade with neutral sentiment. It expires in 24 day(s) on June 20, 2025. Parties traded 199 contract(s) at a $20.00 strike. The total cost received by the writing party (or parties) was $57.7K, with a price of $290.0 per contract. There were 5029 open contracts at this strike prior to today, and today 1321 contract(s) were bought and sold. 
• For CRWV (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>), we notice a put option trade that happens to be bearish, expiring in 10 day(s) on June 6, 2025. This event was a transfer of 200 contract(s) at a $100.00 strike. The total cost received by the writing party (or parties) was $91.9K, with a price of $460.0 per contract. There were 315 open contracts at this strike prior to today, and today 1274 contract(s) were bought and sold. 
• Regarding MSTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>), we observe a call option trade with bullish sentiment. It expires in 24 day(s) on June 20, 2025. Parties traded 55 contract(s) at a $450.00 strike. The total cost received by the writing party (or parties) was $32.1K, with a price of $585.0 per contract. There were 3536 open contracts at this strike prior to today, and today 1257 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.

AAPL

IONQ

MARA

NVTS

PONY

QBTS

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

U.S. stocks were higher, with the Dow Jones index gaining around 500 points on Tuesday.
Shares of MAC Copper Limited (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MTAL#NYSE">MTAL</a>) rose sharply during Tuesday's session after the company announced Harmony Gold will acquire them for $1.03 billion.
MAC Copper shares jumped 19.9% to $12.17 on Tuesday.
Here are some other big stocks recording gains in today&#8217;s session.
<ul class="wp-block-list">
<li>E2open Parent Holdings, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ETWO#NYSE">ETWO</a>) shares jumped 26% to $3.24 after the company announced WiseTech Global will acquire them for $2.1 billion in an all-cash deal.</li>
<li>Gyre Therapeutics, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GYRE#NASDAQ">GYRE</a>) gained 23% to $10.71. Gyre Therapeutics recently announced a $20 million stock offering.</li>
<li>ATS Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ATS#NYSE">ATS</a>) rose 22.3% to $31.27 after the company provided fourth-quarter financial guidance.</li>
<li>Navitas Semiconductor Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVTS#NASDAQ">NVTS</a>) rose 21.2% to $5.35.</li>
<li>BigBear.ai Holdings, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BBAI#NYSE">BBAI</a>) shares surged 17.8% to $4.2900.</li>
<li>CoreWeave, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>) rose 17.7% to $120.97. CoreWeave appointed Carl Holshouser as Vice President, Government Affairs.</li>
<li>Redwire Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RDW#NYSE">RDW</a>) gained 16.2% to $15.10. Redwire successfully delivered the onboard computer for ESA&#8217;s Comet Interceptor mission to study Pristine Comet.</li>
<li>WeRide Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WRD#NASDAQ">WRD</a>) rose 15.3% to $10.51 after the company announced its expansion into Saudi Arabia.</li>
<li>SoundHound AI, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOUN#NASDAQ">SOUN</a>) jumped 13% to $10.83.</li>
<li>Venture Global, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VG#NYSE">VG</a>) gained 12.2% to $12.78.</li>
<li>Pony AI Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PONY#NASDAQ">PONY</a>) gained 11.8% to $19.47 after the company announced it will expand its robotaxi fleet in Dubai, following an agreement with regulators.</li>
<li>Rocket Lab USA, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RKLB#NASDAQ">RKLB</a>) rose 11.3% to $28.33.</li>
<li>V.F. Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VFC#NYSE">VFC</a>) gained 10% to $13.19.</li>
<li>Wayfair Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/W#NYSE">W</a>) rose 8.4% to $39.24.</li>
<li>Brinker International, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EAT#NYSE">EAT</a>) gained 7.2% to $165.63.</li>
<li>C3.ai, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AI#NYSE">AI</a>) rose 6.8% to $24.27.</li>
<li>United Airlines Holdings, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/UAL#NASDAQ">UAL</a>) gained 6.1% to $79.17.</li>
<li>Block, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XYZ#NYSE">XYZ</a>) rose 5.9% to $62.21. Jefferies analyst Trevor Williams maintained Block with a Buy and raised the price target from $60 to $70.</li>
</ul>
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</ul>
Photo via Shutterstock

BBAI

ETWO

GYRE

MTAL

RKLB

SOUN

MAC Copper, ATS, Pony AI And Other Big Stocks Moving Higher On Tuesday

Barclays analyst Raimo Lenschow downgrades CoreWeave (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>) from Overweight to Equal-Weight and raises the price target from $70 to $100.

Downgrades

Price Target

Analyst Ratings

Barclays Downgrades CoreWeave to Equal-Weight, Raises Price Target to $100

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders will search for circumstances when the market estimation of an option diverges heavily from its normal worth. High amounts of trading activity could push option prices to exaggerated or underestimated levels. 
Below are some instances of options activity happening in the Information Technology sector: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>NVDA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/23/25</td>
<td>$130.00</td>
<td>$137.4K</td>
<td>27.8K</td>
<td>84.7K</td>
</tr>
<tr>
<td>MSTR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/30/25</td>
<td>$410.00</td>
<td>$73.8K</td>
<td>2.7K</td>
<td>63.3K</td>
</tr>
<tr>
<td>AAPL</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>05/30/25</td>
<td>$195.00</td>
<td>$64.9K</td>
<td>6.9K</td>
<td>31.7K</td>
</tr>
<tr>
<td>INFA</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$20.00</td>
<td>$31.1K</td>
<td>347</td>
<td>12.6K</td>
</tr>
<tr>
<td>MARA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>06/20/25</td>
<td>$15.00</td>
<td>$52.4K</td>
<td>49.3K</td>
<td>6.3K</td>
</tr>
<tr>
<td>CRWV</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>05/30/25</td>
<td>$100.00</td>
<td>$29.7K</td>
<td>3.9K</td>
<td>2.5K</td>
</tr>
<tr>
<td>SNOW</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>12/19/25</td>
<td>$185.00</td>
<td>$77.6K</td>
<td>57</td>
<td>850</td>
</tr>
<tr>
<td>ENPH</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/18/25</td>
<td>$40.00</td>
<td>$45.4K</td>
<td>1.8K</td>
<td>527</td>
</tr>
<tr>
<td>WDC</td>
<td>CALL</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>12/19/25</td>
<td>$52.50</td>
<td>$43.6K</td>
<td>211</td>
<td>341</td>
</tr>
<tr>
<td>MSFT</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$450.00</td>
<td>$30.8K</td>
<td>2.2K</td>
<td>248</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These itemized elaborations have been created 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 bullish sentiment. It expires in 3 day(s) on May 23, 2025. Parties traded 896 contract(s) at a $130.00 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 $137.4K, with a price of $153.0 per contract. There were 27863 open contracts at this strike prior to today, and today 84792 contract(s) were bought and sold. 
• For MSTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>), we notice a call option sweep that happens to be bullish, expiring in 4 day(s) on May 30, 2025. This event was a transfer of 242 contract(s) at a $410.00 strike. This particular call needed to be split into 12 different trades to become filled. The total cost received by the writing party (or parties) was $73.8K, with a price of $305.0 per contract. There were 2797 open contracts at this strike prior to today, and today 63369 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 put option trade with bearish sentiment. It expires in 4 day(s) on May 30, 2025. Parties traded 194 contract(s) at a $195.00 strike. The total cost received by the writing party (or parties) was $64.9K, with a price of $335.0 per contract. There were 6941 open contracts at this strike prior to today, and today 31744 contract(s) were bought and sold. 
• For INFA (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INFA#NYSE">INFA</a>), we notice a call option trade that happens to be bearish, expiring in 25 day(s) on June 20, 2025. This event was a transfer of 75 contract(s) at a $20.00 strike. The total cost received by the writing party (or parties) was $31.1K, with a price of $415.0 per contract. There were 347 open contracts at this strike prior to today, and today 12613 contract(s) were bought and sold. 
• For MARA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MARA#NASDAQ">MARA</a>), we notice a call option sweep that happens to be neutral, expiring in 25 day(s) on June 20, 2025. This event was a transfer of 400 contract(s) at a $15.00 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 $52.4K, with a price of $131.0 per contract. There were 49366 open contracts at this strike prior to today, and today 6305 contract(s) were bought and sold. 
• Regarding CRWV (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>), we observe a call option sweep with bearish sentiment. It expires in 4 day(s) on May 30, 2025. Parties traded 35 contract(s) at a $100.00 strike. This particular call needed to be split into 8 different trades to become filled. The total cost received by the writing party (or parties) was $29.7K, with a price of $854.0 per contract. There were 3936 open contracts at this strike prior to today, and today 2571 contract(s) were bought and sold. 
• For SNOW (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SNOW#NYSE">SNOW</a>), we notice a put option sweep that happens to be bearish, expiring in 207 day(s) on December 19, 2025. This event was a transfer of 42 contract(s) at a $185.00 strike. This particular put needed to be split into 10 different trades to become filled. The total cost received by the writing party (or parties) was $77.6K, with a price of $1845.0 per contract. There were 57 open contracts at this strike prior to today, and today 850 contract(s) were bought and sold. 
• For ENPH (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ENPH#NASDAQ">ENPH</a>), we notice a call option sweep that happens to be bearish, expiring in 53 day(s) on July 18, 2025. This event was a transfer of 101 contract(s) at a $40.00 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 $45.4K, with a price of $450.0 per contract. There were 1815 open contracts at this strike prior to today, and today 527 contract(s) were bought and sold. 
• For WDC (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WDC#NASDAQ">WDC</a>), we notice a call option sweep that happens to be neutral, expiring in 207 day(s) on December 19, 2025. This event was a transfer of 74 contract(s) at a $52.50 strike. This particular call needed to be split into 10 different trades to become filled. The total cost received by the writing party (or parties) was $43.6K, with a price of $590.0 per contract. There were 211 open contracts at this strike prior to today, and today 341 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 put option sweep with bullish sentiment. It expires in 235 day(s) on January 16, 2026. Parties traded 10 contract(s) at a $450.00 strike. This particular put needed to be split into 10 different trades to become filled. The total cost received by the writing party (or parties) was $30.8K, with a price of $3080.0 per contract. There were 2228 open contracts at this strike prior to today, and today 248 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.

ENPH

INFA

SNOW

These large-cap stocks were the best performers in the last week. Are they in your portfolio?
<ol class="wp-block-list">
<li>IonQ, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IONQ#NYSE">IONQ</a>) stock jumped 30.58% after CEO Niccolo de Masi made bold statements <a href="https://www.benzinga.com//node/45576711" target="_blank" rel="noreferrer noopener">comparing the company&#8217;s trajectory</a> to that of Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>).</li>
<li>United States Steel Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/X#NYSE">X</a>) shares increased by 28.90%. Nippon Steel Corp. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/NPSCY#OTC">NPSCY</a>) has pledged to invest $14 billion <a href="https://www.benzinga.com//node/45510183" target="_blank" rel="noreferrer noopener">in the company&#8217;s</a><a href="https://www.benzinga.com//node/45510183" target="_blank" rel="noreferrer noopener"> </a><a href="https://www.benzinga.com//node/45510183" target="_blank" rel="noreferrer noopener">operations</a>.</li>
<li>CoreWeave, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>) shares escalated 27.95%, driven by recent developments <a href="https://www.benzinga.com//node/45570628" target="_blank" rel="noreferrer noopener">and analysts price revisions</a>.</li>
<li>Amer Sports, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AS#NYSE">AS</a>) shares rose 18.95% after the company reported first-quarter FY25 results, and analysts <a href="https://www.benzinga.com//node/45545012" target="_blank" rel="noreferrer noopener">boosted their forecast on the stock</a>.</li>
<li>Venture Global, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VG#NYSE">VG</a>) stock grew 16.34%.</li>
<li>GameStop Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GME#NYSE">GME</a>) shares rose 16.10%, potentially driven by renewed retail enthusiasm and rising crypto market momentum, as Bitcoin (CRYPTO: BTC/USD) <a href="https://www.benzinga.com//node/45569674" target="_blank" rel="noreferrer noopener">hit a record high above $111,000</a>.</li>
<li>Korea Electric Power Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KEP#NYSE">KEP</a>) stock upped 14.54%.</li>
<li>Cameco Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CCJ#NYSE">CCJ</a>) shares grew 14.47% on reports indicating Trump will sign executive orders to ease regulatory <a href="https://www.benzinga.com//node/45590362" target="_blank" rel="noreferrer noopener">requirements for new reactors</a>.</li>
<li>Ryanair Holdings plc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RYAAY#NASDAQ">RYAAY</a>) shares increased 12.06%.</li>
<li>Gold Fields Limited (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GFI#NYSE">GFI</a>) stock upped 11.87% as gold and silver prices gained following President Trump&#8217;s EU tariff threat.</li>
<li>Agnico Eagle Mines Limited (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AEM#NYSE">AEM</a>) stock rose 10.49% as gold and silver prices gained following President Trump&#8217;s EU tariff threat.</li>
</ol>
Image Via Shutterstock

Equities

Large Cap

NPSCY

RYAAY

GameStop, IonQ, And CoreWeave Are Among Top 11 Large-Cap Gainers Last Week (May 19-May 23): Are The Others In Your Portfolio?

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.
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<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.
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<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>
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Image: Shutterstock

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

<h2 class="wp-block-heading">Zinger Points:</h2>
<ul class="wp-block-list">
<li>Chime reports a $13 million Q1 profit after narrowing 2024 net loss to $25 million — a </li>
<li>Some 76% of Chime's revenue still comes from interchange fees despite efforts to diversify.</li>
<li>With $518 million in 2024 marketing spend, Chime doubles down on Gen Z growth ahead of IPO.</li>
</ul>
Digital banking disruptor Chime has filed for an IPO, positioning itself as the first major fintech to test public markets after a period of market uncertainty, particularly influenced by President Donald Trump&#8216;s recent tariff policies.&nbsp;
The San Francisco-based neobank reported $518.7 million in revenue and $12.9 million in net income for the first quarter of 2025, a 32% year-over-year increase, according to its <a href="https://www.sec.gov/Archives/edgar/data/1795586/000162828025025059/chimefinancialinc-sx1wq1da.htm">registration statement filed</a> last week with the U.S. Securities and Exchange Commission. While profit dipped slightly from the previous quarter, the company's operational momentum and 8.6 million active members underscore its readiness to go public.&nbsp;
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The IPO, underwritten by Morgan Stanley (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MS#NYSE">MS</a>), Goldman Sachs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GS#NYSE">GS</a>), and JPMorgan Chase (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JPM#NYSE">JPM</a>), could value the company between $20 billion and $25 billion, based on projections in the filing.
The timing is strategic. Chime's IPO comes just weeks after trading platform eToro's successful public debut. Founded in 2012, Chime has raised $2.65 billion from blue-chip investors including SoftBank, General Atlantic, and Tiger Global — a war chest that helped it capture 18 million account holders. Chime's appeal to digital-native, mobile-first users makes its move particularly bold, as it targets a segment that has historically been underserved by traditional banks yet increasingly drives financial innovation.
<h2 class="wp-block-heading">Youth Movement Meets Market Volatility</h2>
According to registration statement, Chime posted $2.1 billion in revenue in 2024 — a 38% increase from the prior year — while narrowing its net loss from $203 million to $25 million. Other metrics also point to strong engagement: 78% of users log in daily, and 43% use its early paycheck access feature.
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>
But risks loom. While the company hasn&#8217;t disclosed share count or pricing, analysts note Chime's continued dependence on interchange fees — 76% of total revenue in 2024, down from 80% two years earlier — could expose it to regulatory shifts, Forbes reported. Its young user base also maintains lower average balances than traditional bank customers, according to the SEC filing. The company, which plans to list on the Nasdaq under ticker symbol CHYM, is aiming to go public later this year.
<h2 class="wp-block-heading">The Tariff Wildcard</h2>
The IPO landscape showed tentative signs of revival in March, when AI infrastructure firm CoreWeave Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>)'s <a href="https://in.benzinga.com/content/45335117/investing-in-coreweave-key-insights-on-the-nvidia-backed-ai-ipo">successful debut</a> broke a prolonged tech listing drought. That momentum stalled abruptly in April, as <a href="https://in.benzinga.com/25/04/44878334/trumps-tariffs-just-slammed-the-ipo-window-shut-for-fintech">Trump's renewed tariff threats</a> on Chinese imports rattled markets. Klarna, StubHub, and initially even Chime, postponed their offerings, according to media reports. Now, Chime's decision to proceed positions it as a test case for whether fintechs can navigate the current geopolitical climate to access public markets. The move comes just weeks after eToro's well-received listing, <a href="https://www.bloomberg.com/news/articles/2025-05-14/trading-platform-etoro-surges-42-after-620-million-upsized-ipo">Bloomberg</a> reported, suggesting cautious optimism may be returning to the sector.
Market observers will be watching how the IPO&#8217;s structure takes shape in the coming weeks, especially given the involvement of bulge-bracket underwriters. As the first fintech to test Wall Street's appetite in this new era of trade tensions, Chime's performance could set the tone for a wave of public offerings — or reinforce investor caution.
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<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>
</ul>
Image: Shutterstock

Chime Files For IPO, Betting On Gen Z To Power Fintech's Market Comeback

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