Cisco Systems Option Alert: Fri $62 Puts Sweep (55) near the Ask: 2699 vs 86 OI; Earnings 5/14 After Close 

Cisco Systems Option Alert: Fri $62 Puts Sweep (55) near the Ask: 2699 @ $1.871 vs 86 OI; Earnings 5/14 After Close Ref=$61.39

Cisco Systems 株価情報 (NASDAQ: CSCO)

Cisco Systems (NASDAQ:CSCO) 株価情報

CISCO SYSTEMS INC

Cisco Systems

Cisco Systems is the largest provider of networking equipment in the world and one of the largest software companies in the world. Its largest businesses are selling networking hardware and software (where it has leading market shares) and cybersecurity software such as firewalls. It also has collaboration products, like its Webex suite, and observability tools. It primarily outsources its manufacturing to third parties and has a large sales and marketing staff—25,000 strong across 90 countries. Overall, Cisco employs 80,000 people and sells its products globally.

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８月３日（水）午前８時３０分（米国東部時間）に公表される消費者物価指数（CPI）速報に先駆け、主要指数先物は神経質な値動きを示している。債券利回りは消費者物価指数発表前に低下している。今回の報告が価格圧力の緩和が続いていることを確認した場合、米連邦準備制度理事会（FRB）は利上げを余儀なくされる可能性がある。経済学者やストラテジストは、FRB総裁のジェローム・パウエル氏が今月末に予定されている＜ジャクソンホール・シンポジウム＞で、利上げ見通しについてさらに明確な見解を示すと予想している。

ウォール・ストリート　主要先物指数が反応

Cisco Systems Inc

In the age of meme stocks, moonshot tech plays, and crypto quick wins, it might seem out of character for a young investor to get excited about Coca-Cola (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KO#NYSE">KO</a>), or Lockheed Martin (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LMT#NYSE">LMT</a>), or a <a href="https://www.benzinga.com/etfs">dividend ETF</a> that doesn't promise to 10x your money overnight.
But a revolution is quietly cooking in the portfolios of Gen-Z&#8217;ers and Millennials who follow the FIRE philosophy — Financial Independence, Retire Early. And large part of this movement is a tactic your financial advisor&#8217;s father may have suggested: dividend growth investing. In that context, Schwab US Dividend Equity ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SCHD#NYSE">SCHD</a>) is emerging as a solid contender for <a href="https://www.benzinga.com/etfs/specialty-etfs/25/05/45532640/schd-the-dividend-etf-turning-quiet-compounding-into-long-term-wealth">passive income investing</a>.
Let&#8217;s explore the mood further. SCHD has a low 0.06% expense ratio, pays a 4% dividend yield, and owns stalwarts such as Verizon (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VZ#NYSE">VZ</a>), ConocoPhillips (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COP#NYSE">COP</a>), and Coca-Cola. The fund is tightly rules-based, emphasizing only those firms with 10 years of dividend payment, good fundamentals, and heavy trading volume.
And that&#8217;s what attracts FIRE followers. The emotional roller coaster involved in pursuing meme tickers and &#8220;to the moon&#8221; mania is bound to lose charm, and young investors are constructing long-term portfolios intended to accumulate wealth quietly, sustainably, and with little drama.
The Philosophy 
FIRE is not about instant wealth. It&#8217;s about working hard, investing harder, and retiring earlier than the conventional age of 65-70, on a self-directed, passive income stream robust enough to pay for everything.
Dividend growth investing checks all the boxes: It offers compounding income from quarterly payments, less volatility than high-beta growth stocks, protection against inflation as dividends rise with time, and sector diversification without the drudgery of selecting individual stocks.
And SCHD? It does it all, no Reddit forum necessary.
A Financial Workhorse
With assets of more than $67 billion and an average daily volume of more than 15 million shares, it&#8217;s a big player in the dividend ETF universe. Its top 10 holdings, such as Lockheed Martin, Cisco (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>), and Verizon, are among the most financially secure U.S. corporations. And its built-in guardrails, such as a sector exposure cap (no more than 25%) and focus on return on equity (29.06% as of April 30), prevent it from crossing into dangerous territory.
Even during periods of market volatility, SCHD&#8217;s performance has been robust due to its mix of consumer staples, healthcare, and energy exposure. It&#8217;s not cool, but it&#8217;s reliable. And in a FIRE portfolio, that is a superpower.
Final Thought
In an era where financial news streams are dominated by AI chip makers and blockchain soap operas, SCHD is working its magic behind the scenes, assisting investors in achieving their objectives one dividend check at a time. For the next generation pursuing financial independence, and not merely flashy charts, it might be just the turtle that outpaces all the hares on the track.
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Specialty ETFs

SCHD

From Meme Stocks To Mature Moves: Why SCHD Might Be A Good Bet For Young Investors For Passive Income Power

Financial giants have made a conspicuous bullish move on Cisco Systems. Our analysis of options history for Cisco Systems (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>) revealed 8 unusual trades.
Delving into the details, we found 50% of traders were bullish, while 25% showed bearish tendencies. Out of all the trades we spotted, 3 were puts, with a value of $417,600, and 5 were calls, valued at $274,164.
<h3>Predicted Price Range</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 $72.5 for Cisco Systems during the past quarter. 
<h3>Analyzing Volume &amp; Open Interest</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 Cisco Systems'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 Cisco Systems's whale activity within a strike price range from $50.0 to $72.5 in the last 30 days. 
<h3>Cisco Systems 30-Day Option Volume &amp; Interest Snapshot</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1748548847_0.png" alt="Options Call Chart" />
<h3>Largest Options Trades Observed:</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>CSCO</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>03/20/26</td>
<td>$1.45</td>
<td>$1.35</td>
<td>$1.38</td>
<td>$50.00</td>
<td>$296.6K</td>
<td>582</td>
<td>2.1K</td>
</tr>
<tr>
<td>CSCO</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/18/26</td>
<td>$4.35</td>
<td>$4.2</td>
<td>$4.2</td>
<td>$60.00</td>
<td>$90.3K</td>
<td>691</td>
<td>424</td>
</tr>
<tr>
<td>CSCO</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$11.2</td>
<td>$11.2</td>
<td>$11.2</td>
<td>$52.50</td>
<td>$87.3K</td>
<td>40</td>
<td>78</td>
</tr>
<tr>
<td>CSCO</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>01/16/26</td>
<td>$2.1</td>
<td>$1.35</td>
<td>$1.73</td>
<td>$72.50</td>
<td>$61.5K</td>
<td>3.1K</td>
<td>356</td>
</tr>
<tr>
<td>CSCO</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>07/18/25</td>
<td>$0.87</td>
<td>$0.84</td>
<td>$0.85</td>
<td>$65.00</td>
<td>$42.5K</td>
<td>17.0K</td>
<td>1.4K</td>
</tr>
</tbody>
</table>

<h3>About Cisco Systems</h3>
Cisco Systems is the largest provider of networking equipment in the world and one of the largest software companies in the world. Its largest businesses are selling networking hardware and software (where it has leading market shares) and cybersecurity software such as firewalls. It also has collaboration products, like its Webex suite, and observability tools. It primarily outsources its manufacturing to third parties and has a large sales and marketing staff—25,000 strong across 90 countries. Overall, Cisco employs 80,000 people and sells its products globally.
Following our analysis of the options activities associated with Cisco Systems, we pivot to a closer look at the company's own performance.
<h3>Cisco Systems's Current Market Status</h3>
<ul>
<li>Currently trading with a volume of 8,767,627, the CSCO's price is down by -0.53%, now at $63.01. </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 Cisco Systems</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 $71.0.
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; An analyst from Wells Fargo upgraded its action to Overweight with a price target of $75. 
&#x2A; Consistent in their evaluation, an analyst from JP Morgan keeps a Overweight rating on Cisco Systems with a target price of $73. 
&#x2A; Maintaining their stance, an analyst from Barclays continues to hold a Equal-Weight rating for Cisco Systems, targeting a price of $66. 
&#x2A; An analyst from Rosenblatt persists with their Buy rating on Cisco Systems, maintaining a target price of $74. 
&#x2A; An analyst from Morgan Stanley persists with their Overweight rating on Cisco Systems, maintaining a target price of $67. 
Options are a riskier asset compared to just trading the stock, but they have higher profit potential. Serious options traders manage this risk by educating themselves daily, scaling in and out of trades, following more than one indicator, and following the markets closely.
If you want to stay updated on the latest options trades for Cisco Systems, <a href="https://www.benzinga.com/pro/">Benzinga Pro</a> gives you real-time options trades alerts.

Options

Cisco Systems Options Trading: A Deep Dive into Market Sentiment

<a href="https://www.benzinga.com/insights/news/25/05/45589788/in-depth-analysis-nvidia-versus-competitors-in-semiconductors-amp-semiconductor-equipment-industry">Nvidia</a> (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) is looking beyond Big Tech as it strategizes global expansion by doing deals with foreign governments, the<a href="https://www.ft.com/content/2ba1d064-242d-4a2a-a381-374d9643e23a"> Financial Times</a> reports.
As the innovative chip company behind artificial intelligence, demand for Nvidia&#8217;s technology crosses all boundaries — from neighboring Big Tech companies in Silicon Valley to foreign governments. Following Nvidia&#8217;s <a href="https://nvidianews.nvidia.com/news/saudi-arabia-and-nvidia-to-build-ai-factories-to-power-next-wave-of-intelligence-for-the-age-of-reasoning">recently announced</a><a href="https://www.nytimes.com/2025/05/16/business/dealbook/trump-nvidia-ai-middle-east.html"> </a>multibillion-dollar chip agreement with<a href="https://nvidianews.nvidia.com/news/saudi-arabia-and-nvidia-to-build-ai-factories-to-power-next-wave-of-intelligence-for-the-age-of-reasoning"> </a>as a part of a <a href="https://www.nytimes.com/2025/05/16/business/dealbook/trump-nvidia-ai-middle-east.html">deal with the U.S. government</a> to build a large AI infrastructure, the FT reports that such &#8220;sovereign AI&#8221; deals are a part of Nvidia&#8217;s strategy to be less reliant on&nbsp; &#8220;hyperscalers&#8221; — large cloud computing companies accounting for over half its data center revenue.
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<h2 class="wp-block-heading">Making Its Tech Accessible</h2>
To do this, Nvidia is allowing access to its technology from up-and-coming rivals to enable them to foster relationships with cloud service providers like Amazon (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) and Google,&nbsp; FT reports. The outlet adds that business relationships with Cisco (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>), Dell (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>), and Hewlett-Packard Enterprise Company (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HPE#NASDAQ">HPE</a>) will help them enable enterprise customers to create their own IT infrastructure instead of outsourcing to the cloud.
&#8220;I&#8217;m more certain [about the business opportunity beyond the big cloud providers] today than I was a year ago,&#8221; Nvidia CEO <a href="https://www.benzinga.com/25/05/45513246/nvidia-ceo-jensen-huang-says-chinese-ai-researchers-are-world-class-and-us-companies-are-hiring-a-whole-bunch-of-them">Jensen Huang</a> told the FT in March.
Trending: ‘Scrolling To UBI' — Deloitte's #1 fastest-growing software company allows users to earn money on their phones. <a href="https://www.benzinga.com/money/mode-mobile-2">You can invest today for just $0.30/share with a $1000 minimum.</a>
<h2 class="wp-block-heading">Robotics And Real World Uses</h2>
As part of its expansion, Nvidia sees robots as pivotal to introducing AI to practical real-world uses in robotics, drug development and autonomous navigation. The company presented employee-authored literature at a Singapore conference covering these sectors, highlighting the partnerships with Google, GE HealthCare (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GEHC#NASDAQ">GEHC</a>), and General Motors (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>), FT said.
Experts question whether the scope of the deals Nvidia just made in Saudi Arabia is feasible on an ongoing basis.
&#8220;Is every country going to announce a $10 billion or $50 billion data center like the Saudis? Of course not,&#8221; Seaport Research analyst Jay Goldberg told <a href="https://www.reuters.com/world/asia-pacific/amid-jensanity-nvidia-signals-plans-keep-ai-crown-2025-05-23/">Reuters.</a> &#8220;They&#8217;re sort of running out of obvious deals.&#8221;
Huang, however, remains bullish: &#8220;AI infrastructure is being built out (everywhere) &#8211; that&#8217;s one of the reasons I&#8217;m traveling around the world&#8230; AI infrastructure is going to be a part of society,&#8221; he told Reuters.
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<h2 class="wp-block-heading">NVLink Fusion</h2>
Huang explained at the recent Computex conference in Taipei that new technology, rather than mega infrastructure deals with sovereign governments, was the key to the company&#8217;s expansion, Reuters reported. Specifically, Huang spoke about NVLink Fusion, which allows companies to access Nvidia&#8217;s AI infrastructure using custom chips, creating a scalable architecture.
<h2 class="wp-block-heading">Nvidia Compliant Hardware Will Drive Expansion</h2>
Nvidia&#8217;s NVLink Fusion platform will encourage companies to build compliant hardware and thus drive demand for Nvidia AI network and data centre parts, Reuters says. It means that Nvidia can be a crucial part of a country or company&#8217;s growth without having to carry all the weight of expansion.
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Image: Shutterstock

AMZN

DELL

GEHC

Nvidia Aims To Bypass Big Tech Dependency By Going Straight To International Governments, As It Did Recently With Saudi Arabia

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>).
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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.
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ANET

CRWV

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

JP Morgan analyst Harlan Sur maintained an Overweight rating on Marvell Technology, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) with a <a href="https://www.benzinga.com/quote/MRVL/analyst-ratings" target="_blank" rel="noreferrer noopener">price forecast of $130</a> on Tuesday.
This price forecast is based on Marvell&#8217;s strong market leadership in optical connectivity, synergies with its Storage, Networking, and embedded processing franchises, and its solid growth outlook in AI/Networking, Sur asserted.
Marvell will report earnings on Thursday, and Sur expects a continued volume ramp of Amazon.Com, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) Trainium 2 ASIC and Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) Google Axion ARM CPU programs, strong demand for its 800G products, and the initial ramp of 1.6T optical DSPs, combined with a continued cyclical recovery in its enterprise and carrier segments.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/05/45565087/cramer-backs-marvell-again-as-ai-deals-with-amazon-microsoft-fuel-stock-surge" rel="noreferrer noopener">Cramer Backs Marvell Again As AI Deals With Amazon, Microsoft Fuel Stock Surge</a>
Overall, the analyst expects April quarter results ($1.875 billion, up 3% Q/Q) and July quarter guidance ($2.00 billion+, 7% Q/Q) to be in line with Sur and consensus estimates, with solid data center growth led by its AI ASIC ramps, growth in 800G/1.6T AI optical shipments, 400ZR shipments, and HDD/SSD controllers. He noted that the remainder of its business should drive a Q/Q growth profile on cyclical improvements/new product cycles.
Sur noted that Marvell&#8217;s Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) AI ASIC MAIA Gen 2-3nm program is on track to ramp in calendar year 2026. Marvell has also won the Gen 3 MAIA program and has already commenced early chip design activity, he stated.
The analyst said that 800G PAM4 optical DSP orders and shipments remain solid within Marvell&#8217;s optical business, with an increasing ramp of next-gen 1.6T DSP into the second half.
Sur noted that Marvell is tracking to drive $4 billion in AI revenues this year (ASICs + networking), up 2x+ Y/Y, with a strong growth profile into calendar year 2026.
In cyclical business, demand from enterprise networking (Cisco Systems, Inc. (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/csco#NASDAQ">CSCO</a>)) remains healthy, and demand for carrier infrastructure is stabilizing, as per Sur.
In automotive, the divestiture of the auto business, expected to close in the calendar year 2025 ($225-$250 million revenue in the fiscal year 2026), is a revenue headwind but should be overall accretive to the Marvell&#8217;s earnings power by $0.05-$0.10, the analyst said. More importantly, he noted the custom data center and AI ASIC pipeline are continuing to expand.
Price Action: MRVL stock was trading higher by 5.69% to $64.15 at last check Tuesday.
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Analyst Color

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Reiteration

Analyst Ratings

Tech

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Why Marvell's AI Revenue Could Top $4 Billion By 2025, Analyst Explains

On CNBC's &#8220;<a href="https://www.cnbc.com/video/2025/05/23/final-trades-nvidia-cisco-rio-tinto-and-chipotle.html">Halftime Report Final Trades</a>,&#8221; Kevin Simpson, Capital Wealth Planning CIO, named NVIDIA Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) as his final trade ahead of the quarterly earnings report. The company has topped top and bottom line estimates for the past four quarters and he expects Nvidia to do the same when they report <a href="https://www.benzinga.com/quote/NVDA/earnings">earnings this week</a>.
Nvidia is scheduled to release first-quarter earnings, after the closing bell on Wednesday, May 28. Analysts expect the company to report quarterly earnings of 88 cents per share on revenue of $43.54 billion.
Jim Lebenthal of Cerity Partners said Cisco Systems, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>) is going to benefit from data centers.
Supporting his view, Cisco Systems, on May 14, reported better-than-expected third-quarter financial results, raised its FY25 guidance, and issued fourth-quarter adjusted EPS guidance above estimates.
Don't forget to check out our <a href="https://www.benzinga.com/premarket/">premarket coverage here </a>
Jenny Van Leeuwen Harrington, chief executive officer of Gilman Hill Asset Management, LLC, said Rio Tinto Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RIO#NYSE">RIO</a>) has 9 times earnings, 6% dividend yield, and also has a new CEO coming on at the end of the year.
Rio Tinto on Thursday disclosed that its CEO Jakob Stausholm will step down from his role later this year. Jakob joined the company in 2018 as executive director and CFO and took on the role of CEO in January 2021.
Stephanie Link, chief investment strategist and portfolio manager at Hightower, said that although Chipotle Mexican Grill, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMG#NYSE">CMG</a>) has been a disappointment this year, unit growth and margin expansion are set to expand.
As per the recent news, Chipotle Mexican Grill, on May 6, named Jason Kidd as its chief operating officer.
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<ul class="wp-block-list">
<li>Nvidia shares fell 1.2% to close at $131.29 on Friday.</li>
<li>Cisco shares fell 0.4% to close at $63.11 on Friday.</li>
<li>Rio Tinto gained 0.8% to settle at $61.58 during Friday's session.</li>
<li>Chipotle shares fell 0.3% to close at $50.63.</li>
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Nvidia, Cisco, Chipotle And A Basic Materials Stock: CNBC's 'Final Trades'

Some news headlines and social media chatter have stirred excitement—and confusion—over whether all UAE residents now get free access to ChatGPT Plus as part of OpenAI's latest expansion.
What Happened: OpenAI has partnered with the UAE to integrate ChatGPT across various public sectors, including education, healthcare and government services.
This initiative marks the UAE as the first country to roll out nationwide use of ChatGPT.
See Also: <a href="https://www.benzinga.com/25/05/45611836/chinas-food-delivery-war-turns-bloody-as-meituan-and-jdcom-lose-100-billion-in-market-value">Meituan And JD Shares Have Bled $100 Billion In Market Value Since Late 2024 — China&#8217;s Food Delivery Wars Are Thinning Out Its Tech Giants</a>
The collaboration is also tied to the ambitious Stargate project, a 10-square-mile AI data center under construction in Abu Dhabi, <a href="https://www.benzinga.com/tech/25/05/45583898/tech-titans-unite-for-stargate-uae-in-ai-venture">involving partners such</a> as G42, Oracle Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>), Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and Cisco Systems Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>).
Some media outlets reported that all UAE residents would receive free access to ChatGPT Plus, the premium version of OpenAI's chatbot. However, OpenAI has not confirmed this.
Subscribe to the&nbsp;<a href="https://bztechtrends.beehiiv.com/subscribe" target="_blank" rel="noreferrer noopener">Benzinga Tech Trends newsletter</a>&nbsp;to get all the latest tech developments delivered to your inbox.
<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">UAE becomes the first country globally to provide free ChatGPT Plus access to all residents and citizens. UAE partners with OpenAI to offer free ChatGPT Plus access nationwide, as part of the Stargate UAE initiative to build the world's largest AI supercomputing cluster, backed… <a href="https://t.co/B87F0LFUlj">pic.twitter.com/B87F0LFUlj</a>
&mdash; Rohan Paul (@rohanpaul_ai) <a href="https://twitter.com/rohanpaul_ai/status/1926935591918182482?ref_src=twsrc%5Etfw">May 26, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
The company did not immediately respond to <a href="https://pro.benzinga.com/dashboard">Benzinga's</a> request for comments.
At present, UAE users can access the free version of ChatGPT (GPT-3.5), <a href="https://gulfnews.com/business/markets/is-openai-giving-chatgpt-for-free-to-all-uae-residents-know-whats-true-1.500141497">noted</a> Gulf News, while the ChatGPT Plus subscription remains <a href="https://www.benzinga.com/news/24/08/40282420/dont-want-to-pay-20-for-chatgpt-plus-subscription-and-still-generate-images-via-dall-e-3-heres-what">priced at $20 per month</a>—unless an official update says otherwise.
Check out more of Benzinga&#8217;s Consumer Tech coverage by&nbsp;<a href="https://www.benzinga.com/topic/consumer-tech" target="_blank" rel="noreferrer noopener">following this link</a>.
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Global

ORCL

Fact-Check: No, OpenAI's ChatGPT Plus Isn't Free For All UAE Residents

Cisco Systems's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NYSE">CSCO</a>) short percent of float has fallen 18.24% since its last report. The company recently reported that it has 48.12 million shares sold short, which is 1.21% of all regular shares that are available for trading. Based on its trading volume, it would take traders 2.45 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>Cisco Systems Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1748289617_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Cisco Systems has declined since its last report. This does not mean that the stock is going to rise in the near-term but traders should be aware that less shares are being shorted.
<h3>Comparing Cisco Systems'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>, Cisco Systems's peer group average for short interest as a percentage of float is 6.70%, 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

What Does the Market Think About Cisco Systems?

Equipped to provide unparalleled 24x7 threat detection and active response for enterprises of all sizes in the Year of Response.
SAN DIEGO, May 26, 2025 /PRNewswire/ -- As a valued Cisco Partner, Proficio&#xAE; is excited to announce it is expanding its security offerings by harnessing the capabilities of Cisco's XDR (Extended Detection and Response) platform for managed security services. Proficio, a globally recognized leader in Managed Detection and Response (MDR), proudly announces the launch of its ProSOC Managed XDR service including 24x7 SOC (Security Operations Center) threat detection and active response in collaboration. This pioneering solution offers an innovative approach to cybersecurity, combining Proficio's expert SOC-as-a-Service with the advanced capabilities of a customer-licensed Cisco XDR platform.

Proficio Partners With Cisco To Expand Security Offerings With XDR Platform

<a href="https://www.benzinga.com/25/05/45437126/us-and-saudi-arabia-deepen-critical-minerals-ties-with-rare-earth-agreement">Saudi Arabia</a> is making a bold move to become a global leader in artificial intelligence. The kingdom's new AI venture, Humain, backed by Saudi Arabia&#8217;s Public Investment Fund, has secured a deal with Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) to receive 18,000 of its latest GB300 Blackwell chips, according to<a href="https://www.cnbc.com/2025/05/13/nvidia-blackwell-ai-chips-saudi-arabia.html"> CNBC</a>.
This partnership aims to build a 500-megawatt AI data center, marking a significant step in Saudi Arabia's Vision 2030 plan to diversify its <a href="https://www.benzinga.com/25/04/44852660/warren-buffett-said-the-economy-is-like-a-train-occasionally-they-get-derailed-and-crashes-like-2008-will-happen-but-america-cant-be-stopped">economy</a> and invest in cutting-edge technology, <a href="https://www.youtube.com/watch?v=GL6jU35oGsA&amp;t=2s&amp;ab_channel=FortuneMagazine">Fortune</a> reports.
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<h2 class="wp-block-heading">Nvidia's Blackwell Chips Power Saudi Arabia's AI Ambitions</h2>
The chip deal was announced on May 13 during the Saudi-U.S. Investment Forum in Riyadh, where Nvidia CEO Jensen Huang praised Saudi Arabia's long-term vision. &#8220;It is an incredible vision, indeed,&#8221; Huang said, referring to the country's plan to build a national AI infrastructure, according to CNBC.
Wedbush Securities analyst Dan Ives told <a href="https://fortune.com/2025/05/14/nvidia-ai-humain-saudi-arabia-front-of-the-line-wedbush-dan-ives/">Fortune</a> that the move places Saudi Arabia at &#8220;the front of the line&#8221; for global chip access, ahead of countries like China. He described the deal as a &#8220;watershed&#8221; moment in the ongoing global AI race.
Humain's data centers, powered by these chips, are expected to host Arabic-language large language models and multimodal AI tools capable of operating across voice, image, and text input. According to<a href="https://www.reuters.com/world/middle-east/saudi-arabia-launches-company-develop-artificial-intelligence-under-pif-2025-05-12/"> Reuters</a>, the aim is to create regionally specific models that can support smart city infrastructure, autonomous logistics, and defense technology.
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">Multibillion Dollar Collaborations Accelerate Regional Edge</h2>
In addition to Nvidia, other U.S. tech companies are forming strategic partnerships with Humain. Advanced Micro Devices (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) <a href="https://ir.amd.com/news-events/press-releases/detail/1250/amd-and-humain-form-strategic-10b-collaboration-to-advance-global-ai">announced</a> Tuesday that it committed to a $10 billion agreement to provide 500 megawatts of AI compute infrastructure. Amazon (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) and Cisco Systems (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>) have also <a href="https://newsroom.cisco.com/c/r/newsroom/en/us/a/y2025/m05/cisco-expands-partnership-with-saudi-arabia-to-power-the-ai-future.html">revealed</a> on Tuesday that they signed separate deals to support Humain's cloud and connectivity stack.&nbsp;&nbsp;
Amazon Web Services <a href="https://www.aboutamazon.com/news/company-news/amazon-aws-humain-ai-investment-in-saudi-arabia">announced</a> on May 13 a $5 billion plan to establish a dedicated AI Zone in Saudi Arabia, which includes the deployment of Amazon Bedrock and AWS SageMaker, giving Saudi AI researchers a full stack of tools to scale model training and application development.
The partnerships come as the Trump administration rolls back Biden-era semiconductor export rules. The Commerce Department has ended the &#8220;AI diffusion&#8221; restriction, which previously required special licenses to export advanced AI chips. The policy shift is designed to favor trusted allies while keeping U.S.-made technology away from geopolitical rivals like China, Fortune says.
See Also: Nancy Pelosi Invested $5 Million In An AI Company Last Year — <a href="https://www.benzinga.com/money/elf-labs-ym?v=123">Here's How You Can Invest In Multiple Pre-IPO AI Startups With Just $1,000.</a>
<h2 class="wp-block-heading">Saudi Arabia's Push Reshapes Global AI Dynamics</h2>
Humain's rise signals a strategic redirection in the global AI ecosystem. While U.S.-based clients like Alphabet (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>, GOOGL)) and Amazon still dominate Nvidia's distribution priorities, Fortune reports that Saudi Arabia now joins a short list of preferred global chip recipients, second only to the U.S.
Meanwhile, China has been restricted to using Nvidia's downgraded H20 chips, designed to comply with U.S. export controls but lacking the full performance of Blackwell processors. &#8220;China is the big loser,&#8221; Ives told Fortune, citing both the technology gap and increased trade complications as key disadvantages.
With support from top-tier U.S. tech firms and full government alignment, Saudi Arabia appears positioned to drive the next wave of AI development. As Humain builds out its infrastructure, the world is watching a new power center emerge in the global tech arena.
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$600B AI Opportunity: Nvidia's 18,000-Chip Deal With Saudi Arabia's Humain Puts Middle East 'Front Of The Line,' Says Wedbush's Dan Ives

JP Morgan analyst Samik Chatterjee shared earnings previews for several prominent hardware companies, cautioning that these firms may contend with ongoing demand uncertainty and renewed tariff risks in their <a target="_blank" href="https://www.benzinga.com/analyst-stock-ratings" rel="noreferrer noopener">upcoming earnings reports</a>.
Chatterjee sees another round of conservative results in the coming week, with stock movements more likely to reflect how investors interpret management&#8217;s efforts to either de-risk the second half of the year or contain expectations for potential full-year downside, especially after stronger-than-expected performances in the first half.
In contrast to HP Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HPQ#NYSE">HPQ</a>) and Dell Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>), the analyst sees Hewlett Packard Enterprise Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HPE#NYSE">HPE</a>) and NetApp, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NTAP#NASDAQ">NTAP</a>) as better situated to withstand anticipated headwinds in their upcoming earnings.
Also Read:<a href="https://www.benzinga.com/news/large-cap/25/05/45538647/accenture-dell-nvidia-deliver-on-premise-ai-solution-for-regulated-industries" target="_blank" rel="noreferrer noopener"> Accenture, Dell, NVIDIA Deliver On-Premise AI Solution For Regulated Industries</a>
The analyst anticipates that DELL&#8217;s demand drivers, particularly from less macro-sensitive AI spending and its stronger-than-expected AI market share, will effectively offset broader macroeconomic moderation as they look beyond the immediate quarterly results. 
Conversely, the analyst expects HPQ and HPE to be more sensitive to macro trends throughout the year. The analyst also notes that while NTAP shows greater resilience, its revenue upside is limited, as it relies on market share gains to counteract any macro weakness.
Here are the analyst&#8217;s take on some key hardware stocks:
Dell Technologies Inc.: The analyst reiterated the Overweight rating on the stock, raising the price <a href="https://www.benzinga.com/quote/DELL/analyst-ratings" target="_blank" rel="noreferrer noopener">forecast from $108 to $111</a>.
Chatterjee projects the upcoming first-quarter report to look solid on the surface, with strong PC and server demand boosting revenue and margins benefiting from a lower-than-expected mix of AI server sales. However, the analyst cautions that the tariff landscape remains a key concern.
Chatterjee writes that this issue will likely be reflected in second-quarter guidance and possibly in the fiscal 2026 outlook, as the company&#8217;s current baseline assumes higher tariff levels than previously expected, even with reciprocal tariff pauses in place.
The analyst projects revenue of $23.6 billion, reflecting a 6% year-over-year increase. He also predicts gross margins to come in at 22.5%, with operating margins forecasted at 7.9%, pointing to modest strength in profitability metrics.
Hewlett Packard Enterprise Company: Chatterjee sees the stock as the most favorably positioned among hardware <a href="https://www.benzinga.com/quote/HPE/analyst-ratings" target="_blank" rel="noreferrer noopener">names going into earnings, at least on a near-term basis</a>.
The analyst notes that the company&#8217;s guidance already factors in a slowdown in AI server revenue and assumes a higher tariff burden than peers.
Additionally, he highlights potential upside from stronger networking demand, supported by recent positive results from companies like Cisco Systems, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>), Extreme Networks, Inc., and Juniper Networks, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JNPR#NYSE">JNPR</a>).
Chatterjee estimates revenue at $32.4 billion, reflecting 8% year-over-year growth. He forecasts gross margins at 28.7% and operating margins at 9.5%.
HP Inc.: Per the analyst, the company is in a strong position to post a solid second-quarter result, supported by stronger-than-expected revenue as PC demand was likely pulled <a target="_blank" href="https://www.benzinga.com/quote/HPQ/analyst-ratings" rel="noreferrer noopener">forward ahead of potential tariff-driven price hikes</a>.
Chatterjee notes that this comes with limited margin pressure, helped by delayed policy effects, inventory management, and other mitigating factors.
However, he cautions that macroeconomic uncertainty could limit how much of these near-term gains carry into future quarters, as the company faces two key challenges: navigating higher tariffs than previously guided for and uncertainty around PC demand in the second half of fiscal 2025 following earlier-than-usual buying.
The analyst reiterated the Overweight rating on the stock, raising the price forecast from $29 to $30.
NetApp, Inc.: The analyst expects NetApp to see stable demand, supported by new product launches and delayed deals from the previous quarter, leading to a slight revenue beat in F4Q25E. However, FY26 revenue growth is projected to be in the low-to-mid single digits, below long-term averages, due to a muted macro environment and U.S. Public Sector headwinds.
Despite this, EPS is anticipated to exceed consensus due to resilient gross margins (improved product margins and higher Public Cloud revenue mix) and better operating discipline. This positive outlook is expected to drive NTAP&#8217;s valuation multiple back to recent year averages (14x-15x) from the current 13x.
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Photo via Shutterstock

General

JNPR

NTAP

Hewlett Packard, NetApp Better Positioned To Sidestep Tariff Headwinds Ahead of Earnings: Analyst

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

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

SFTBF

SFTBY

Tech Titans Unite For Stargate UAE In AI Venture

CORRECTION: Cisco Joins Stargate UAE Initiative Was Announced Earlier

<a href="https://openai.com/index/introducing-stargate-uae/" title="https://openai.com/index/introducing-stargate-uae/">https://openai.com/index/introducing-stargate-uae/</a>

Macro Economic Events

'G42, OpenAI, Oracle, Nvidia, Softbank Group And Cisco Today Announced Their Partnership To Build Stargate UAE' - OpenAI

Investors with a lot of money to spend have taken a bullish stance on Cisco Systems (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>).
And retail traders should know.
We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.
Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with CSCO, it often means somebody knows something is about to happen.
So how do we know what these investors just did? 
Today, <a href="https://www.benzinga.com/pro/">Benzinga</a>'s options scanner spotted 8 uncommon options trades for Cisco Systems.
This isn't normal.
The overall sentiment of these big-money traders is split between 62% bullish and 12%, bearish.
Out of all of the special options we uncovered, 3 are puts, for a total amount of $134,380, and 5 are calls, for a total amount of $202,500.
<h3>Predicted Price Range</h3>
After evaluating the trading volumes and Open Interest, it's evident that the major market movers are focusing on a price band between $50.0 and $65.0 for Cisco Systems, spanning the last three months.
<h3>Analyzing Volume &amp; Open Interest</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 Cisco Systems'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 Cisco Systems's whale activity within a strike price range from $50.0 to $65.0 in the last 30 days. 
<h3>Cisco Systems Option Activity Analysis: Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1747846935_0.png" alt="Options Call Chart" />
<h3>Largest Options Trades Observed:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>CSCO</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$15.1</td>
<td>$14.65</td>
<td>$15.0</td>
<td>$50.00</td>
<td>$60.0K</td>
<td>2.7K</td>
<td align="right">40</td>
</tr>
<tr>
<td>CSCO</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/18/26</td>
<td>$6.4</td>
<td>$6.25</td>
<td>$6.25</td>
<td>$65.00</td>
<td>$57.5K</td>
<td>418</td>
<td align="right">234</td>
</tr>
<tr>
<td>CSCO</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$15.15</td>
<td>$15.0</td>
<td>$15.12</td>
<td>$50.00</td>
<td>$45.3K</td>
<td>2.7K</td>
<td align="right">70</td>
</tr>
<tr>
<td>CSCO</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/18/26</td>
<td>$6.4</td>
<td>$6.25</td>
<td>$6.25</td>
<td>$65.00</td>
<td>$40.6K</td>
<td>418</td>
<td align="right">234</td>
</tr>
<tr>
<td>CSCO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>05/23/25</td>
<td>$2.6</td>
<td>$2.45</td>
<td>$2.52</td>
<td>$61.00</td>
<td>$37.7K</td>
<td>4.6K</td>
<td align="right">176</td>
</tr>
</tbody>
</table>

<h3>About Cisco Systems</h3>
Cisco Systems is the largest provider of networking equipment in the world and one of the largest software companies in the world. Its largest businesses are selling networking hardware and software (where it has leading market shares) and cybersecurity software such as firewalls. It also has collaboration products, like its Webex suite, and observability tools. It primarily outsources its manufacturing to third parties and has a large sales and marketing staff—25,000 strong across 90 countries. Overall, Cisco employs 80,000 people and sells its products globally.
<h3>Cisco Systems's Current Market Status</h3>
<ul>
<li>With a trading volume of 5,285,535, the price of CSCO is up by 0.62%, reaching $63.81.</li>
<li>Current RSI values indicate that the stock is may be overbought.</li>
<li>Next earnings report is scheduled for 84 days from now.</li>
</ul>
<h3>Expert Opinions on Cisco Systems</h3>
In the last month, 5 experts released ratings on this stock with an average target price of $69.2.
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 Wells Fargo upgraded its action to Overweight with a price target of $75. 
&#x2A; Maintaining their stance, an analyst from Morgan Stanley continues to hold a Overweight rating for Cisco Systems, targeting a price of $67. 
&#x2A; An analyst from Citigroup persists with their Buy rating on Cisco Systems, maintaining a target price of $71. 
&#x2A; An analyst from Evercore ISI Group persists with their Outperform rating on Cisco Systems, maintaining a target price of $67. 
&#x2A; An analyst from Barclays has decided to maintain their Equal-Weight rating on Cisco Systems, which currently sits at a price target of $66. 
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 Cisco Systems with <a href="https://www.benzinga.com/pro/">Benzinga Pro</a> for real-time alerts.

A Closer Look at Cisco Systems's Options Market Dynamics

As the investing universe is hot on the trail of AI unicorns and meme-driven moonshots, there&#8217;s a more subtle approach quietly making investors millionaires — one dividend check at a time. 
<a href="https://www.benzinga.com/etfs">Dividend growth investing</a> isn&#8217;t glamorous. It won&#8217;t illuminate Reddit forums or fuel CNBC arguments. But for investors intent on creating lasting, long-term wealth, especially for retirement, it could be the wisest thing you can do.
Individual dividend stocks may be temperamental. Earnings misses, company-specific risk or dividend reductions can upset your income stream. ETFs, however, package up several dividend-growing companies, spreading out risk and leveling out returns. And when it comes to getting dividend growth done correctly, the Schwab U.S. Dividend Equity ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SCHD#NYSE">SCHD</a>) is at the front of the line.
Also Read: <a href="https://www.benzinga.com/etfs/broad-u-s-equity-etfs/25/05/45528747/this-corner-of-the-etf-market-is-about-to-explode-to-2-trillion">This Corner Of The ETF Market Is About To Explode To $2 Trillion</a>
<h1 class="wp-block-heading">The Case For Dividend Growth</h1>
Dividend growth investing targets those companies that steadily grow their payments year in and year out. It&#8217;s not merely about receiving yield, it&#8217;s about seeing that yield build as your investment quietly grows in the background.
In the long term, this strategy provides a unique trifecta: increasing income, appreciation in capital and reduced volatility versus non-dividend stocks. Even better, it provides protection against inflation, which makes it perfect for long-term financial objectives such as retirement.
<h1 class="wp-block-heading">SCHD: The MVP Of Dividend Growth ETFs</h1>
Among the expanding world of dividend-oriented ETFs, SCHD is a standout with its steadiness and resilience in the face of a burst of newer arrivals and market phenomena like stock splits.
Dividend Yield: 3.9%
Expense Ratio: A mere 0.06%
Top Holdings: Coca-Cola Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KO#NYSE">KO</a>), Home Depot Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HD#NYSE">HD</a>), Cisco Systems Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>), and Lockheed Martin Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LMT#NYSE">LMT</a>).
SCHD follows the Dow Jones U.S. Dividend 100 Index, choosing only those companies with no less than 10 years of dividend increases, solid financials, and compelling yields.
Its quality-control focus, such as return on equity (average 29%) provides an extra layer of protection during downturns. And with a sector breakdown divided among energy (21%), consumer staples (19%), and healthcare (16%), SCHD balances growth with resilience.
<h1 class="wp-block-heading">Is There A Catch?</h1>
Naturally, even SCHD isn&#8217;t bulletproof.
Its concentration risk is something to consider. Its top 10 holdings <a href="https://www.schwabassetmanagement.com/products/schd">constitute </a>4% of the fund on an average. While not a cause for concern, it may make risk-averse investors consider more diversified ETFs like the Vanguard Dividend Appreciation ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VIG#NYSE">VIG</a>), though it provides slightly less yield at 1.8%.
And then there&#8217;s the macro risk: economic slowdowns might pinch earnings and, by proxy, dividend increases. But SCHD&#8217;s concentration in solidly financed firms puts it in a better position to weather any softening than the typical fund.
<h1 class="wp-block-heading">Final Thoughts: Boring Is Beautiful</h1>
SCHD isn&#8217;t a roller coaster, but it&#8217;s not meant to be. It&#8217;s the workhorse of your financial stable.
For investors who want long-term compounding, increasing income, and an element of protection from chaos, SCHD is as close as the market comes to a &#8220;set it and semi-forget it&#8221; strategy.
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Photo: Shutterstock

Dividends

ETFs

SCHD: The Dividend ETF Turning Quiet Compounding Into Long-Term Wealth

Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) <a target="_blank" href="https://www.benzinga.com/pressreleases/25/05/g45486582/nvidia-powers-humanoid-robot-industry-with-cloud-to-robot-computing-platforms-for-physical-ai" rel="noreferrer noopener">on Monday announced</a>&nbsp;Nvidia Isaac GR00T N1.5, the first update to Nvidia&#8217;s open, generalized, fully customizable foundation model for humanoid reasoning and skills; Nvidia Isaac GR00T-Dreams, a blueprint for generating synthetic motion data; and Nvidia Blackwell systems to accelerate humanoid robot development.
Humanoid and robotics developers Agility Robotics, Boston Dynamics, and XPENG Robotics are adopting&nbsp;Nvidia Isaac platform technologies&nbsp;to advance&nbsp;humanoid robot&nbsp;development and deployment.
Nvidia CEO Jensen Huang expects physical AI and robotics to bring about the next industrial revolution.
Also Read: <a href="https://www.benzinga.com/government/regulations/25/05/45441791/nvidia-scores-big-as-trump-brokers-major-ai-export-pact-with-uae-and-us-tech-giants" target="_blank" rel="noreferrer noopener">Nvidia Scores Big As Trump Brokers Major AI Export Pact With UAE and US Tech Giants</a>
He added that Nvidia provides building blocks for every stage of the robotics development journey, from AI brains for robots to simulated worlds to practice in or AI supercomputers for training foundation models.
Global systems manufacturers are building&nbsp;Nvidia RTX PRO 6000&nbsp;workstations and servers, offering a single architecture to easily run every robot development workload across training, synthetic data generation, robot learning, and simulation.
Cisco Systems, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>), Dell Technologies Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>), Hewlett Packard Enterprise (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HPE#NYSE">HPE</a>), Lenovo (OTC:<a class="ticker" href="https://www.benzinga.com/stock/LNVGY#OTC">LNVGY</a>), and Super Micro Computer (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) announced Nvidia RTX PRO-powered servers, and Dell Technologies, HPI, and Lenovo announced&nbsp;Nvidia RTX PRO 6000 Blackwell-powered workstations.
Nvidia also <a target="_blank" href="https://www.benzinga.com/pressreleases/25/05/g45486626/nvidia-powers-worlds-largest-quantum-research-supercomputer" rel="noreferrer noopener">announced the opening</a> of the Global Research and Development Center for Business by Quantum-AI Technology (G-QuAT), which hosts an ABCI-Q research supercomputer dedicated to quantum computing.
Delivered by Japan&#8217;s National Institute of Advanced Industrial Science and Technology (AIST), the ABCI-Q supercomputer features 2,020&nbsp;Nvidia H100 GPUs&nbsp;interconnected by the&nbsp;Nvidia Quantum-2 InfiniBand&nbsp;networking platform.
The system is integrated with&nbsp;Nvidia CUDA-Q, an open-source hybrid computing platform for orchestrating the hardware and software needed to run practical, massive-scale quantum computing applications.
ABCI-Q&#8217;s AI supercomputing is integrated with a superconducting qubit processor by Fujitsu, a neutral atom quantum processor by QuEra, and a photonic processor by&nbsp;OptQC, enabling hybrid quantum-GPU workloads across multiple qubit modalities.
Piper Sandler analyst Harsh Kumar has projected a <a target="_blank" href="https://www.benzinga.com/markets/25/05/45218613/nvidia-risks-losing-up-to-10-billion-in-annual-data-center-revenue-amid-capex-slowdown-china-decoupling-warns-analyst" rel="noreferrer noopener">potential data center</a> annual revenue loss of $9.8 billion for&nbsp;Nvidia due to a slowdown in capital expenditure (capex) and an ongoing decoupling from China.
Nvidia previously stated it anticipates taking charges of up to $5.5 billion in fiscal first-quarter 2026 tied to its China-specific H20 GPU.
After the Trump administration imposed curbs on H20 AI chips, CEO Jensen Huang traveled to Beijing to meet Chinese officials.
Price Actions: Nvidia stock is down 2.85% at $131.54 premarket at the last check on Monday.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/trading-ideas/movers/25/05/45490921/super-micro-rolls-out-ai-servers-with-nvidias-blackwell-chips-to-cut-costs-boost-performance" target="_blank" rel="noreferrer noopener">Super Micro Rolls Out AI Servers With Nvidia&#8217;s Blackwell Chips To Cut Costs, Boost Performance</a></li>
</ul>
Image: Shutterstock

LNVGY

SMCI

Nvidia Unveils AI Tools For Humanoid Robots, Launches Quantum-AI Supercomputer To Drive Next Tech Era

On CNBC's &#8220;Mad Money Lightning Round,&#8221; Jim Cramer said Archer Aviation Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ACHR#NYSE">ACHR</a>) is a &#8220;bridge <a href="https://www.benzinga.com/quote/ACHR/earnings">too far&#8221; for him</a>.
On the earnings front, Archer Aviation, on May 12, reported a first-quarter loss of 17 cents per share, beating analyst estimates for a loss of 28 cents per share, according to Benzinga Pro.
Universal Technical Institute, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UTI#NYSE">UTI</a>) can &#8220;continue to go higher because it fits the thesis of what we expect in an era of AI and the need to be on your game in non-AI jobs,&#8221; Cramer said.
Supporting his view, Universal Technical Institute, on May 7, reported better-than-expected second-quarter financial results and raised its FY25 sales guidance above estimates.
When asked about Arista Networks Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>), Cramer recommended going with Cisco Systems, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>), which is a &#8220;much cheaper&#8221; stock.
Supporting his view, Arista Networks, on May 6, reported a first-quarter sales miss.
Cramer recommended to &#8220;ring the register&#8221; on some Sezzle Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SEZL#NASDAQ">SEZL</a>) as it has gotten a &#8220;little too hot.&#8221;
On the earnings front, Sezzle reported better-than-expected first-quarter financial results and raised its FY25 guidance on May 8.
When asked about Rocket Lab USA, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RKLB#NASDAQ">RKLB</a>), he said, &#8220;I was skeptical, but so many companies need to put up rockets, I think it's actually a decent story.&#8221;
Rocket Lab announced on May 14 that it successfully returned its Pioneer spacecraft supporting Varda Space Industries' capsule to Earth.
&#8220;Normally it would be good to have the analytics involving commercial real estate, but right now commercial real estate is not doing well in this country,&#8221; Cramer said when asked about CoStar Group, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSGP#NASDAQ">CSGP</a>). &#8220;It does make money, though, but it's not for me.&#8221;
On April 29, CoStar Group reported a first-quarter adjusted EPS miss and issued second-quarter revenue guidance below estimates.
Viper Energy, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VNOM#NASDAQ">VNOM</a>) is &#8220;not my cup of tea,&#8221; Cramer said.
Supporting his view, Viper Energy posted weaker-than-expected sales for the first quarter on May 5.
When asked about Fiserv, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FI#NYSE">FI</a>), he said, &#8220;This was just a disaster, and I've got to know more because I don't like what I'm hearing.&#8221;
As per the recent news, Fiserv, on May 6, named Michael Lyons as CEO.
Price Action:
<ul class="wp-block-list">
<li>Universal Technical Institute shares gained 2.6% to settle at $34.62 on Friday.</li>
<li>Sezzle shares rose 4.1% to close at $93.79 during the session.</li>
<li>CoStar shares gained 1.2% to settle at $76.99.</li>
<li>Arista Networks shares rose 0.4% to close at $96.42.</li>
<li>Fiserv shares rose 4.7% to close at $166.66.</li>
<li>Viper Energy shares gained 0.6% to close at $41.36 on Friday.</li>
<li>Rocket Lab shares rose 1.4% to settle at $25.57.</li>
<li>Archer Aviation shares jumped 9.1% to close at $13.30.</li>
</ul>
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/trading-ideas/short-ideas/25/05/45466849/top-3-consumer-stocks-that-may-fall-off-a-cliff-in-q2">Top 3 Consumer Stocks That May Fall Off A Cliff In Q2</a></li>
</ul>
Photo: Shutterstock

ACHR

CSGP

RKLB

SEZL

VNOM

Jim Cramer Was 'Skeptical' Of Rocket Lab, Now Says 'It's Actually A Decent Story'

Press Releases

Cisco Expands Partnership with Saudi Arabia to Power the AI Future

Cisco to Collaborate with AI Infrastructure Partnership to Drive Investment in Data Centers and Enabling Infrastructure

CISCO REPORTS THIRD QUARTER EARNINGS

Sanmina Is A Small-Cap Stock That Can Grow A Portfolio

Global State of Security Report Reveals Critical Need for Connected Security Operations

Cisco To Participate in Bank of America Global Technology Conference

Contracts

Cisco Joins Stargate UAE Initiative

Agentic AI Poised to Handle 68% of Customer Service and Support Interactions by 2028

Cisco Duo Reimagines Identity Security to Combat AI Era Threats

Cisco Research: Innovation Funding Gap Revealed in Canadian Businesses

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Applied Optoelectronics, Inc. - Common Stock

Applied Optoelectronics

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Calix

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CommScope Holding Company, Inc. - Common Stock

CommScope Holding Co

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Ericsson - American Depositary Shares each representing 1 underlying Class B share

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Lumentum Holdings

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Nokia Corporation Sponsored American Depositary Shares

Nokia

NetScout Systems

Netgear

Ribbon Communications Inc. - Common Stock

Ribbon Communications

SatixFy Communications Ltd. Ordinary Share

SatixFy Communications

Ubiquiti

Viavi Solutions

Viasat

Evercore ISI Group

Piper Sandler

Citigroup

Morgan Stanley

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Cyber Startup Secures 7 Million Networks, 500 Million Connected Devices – SAM Seamless Network Protects Customers Of Verizon, Virgin Media, Orange And Bezeq

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