オプションチェーンは、Dell Technologiesの株式オプションの主要データを様々な行使価格と満期日で表示します。トレーダーはこの情報を使用して、潜在的な取引を分析し、Dell Technologiesの市場センチメントを評価します。.

Dell Technologies (NYSE:DELL) 株価情報, オプションチェーン

Dell Technologies

Dell Inc.

NASDAQ

Dell Technologies is a broad information technology vendor, primarily supplying hardware to enterprises. It is focused on premium and commercial personal computers and enterprise on-premises data center hardware. It holds top-three market shares in its core markets of personal computers, peripheral displays, mainstream servers, and external storage. Dell has a robust ecosystem of component and assembly partners, and also relies heavily on channel partners to fulfill its sales.

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米株は29日に急騰し、ダウ平均株価は約300ポイント上昇し、38,997.66ドルで取引を終了した。NASDAQ総合指数とS&amp;P500はそれぞれ、1.03％上昇し、16,366.85ドル、1.04％上昇し、5,240.03ドルで取引を終了した。

米国株式市場　1日を通して投資家に注目された小型株

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過去1週間でこれらの10つの大型株は最も悪いパフォーマンスを発揮しました。それで、あなたのポートフォリオに含まれていますか？

大型株パフォーマンス下落　NIOを筆頭に

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アメリカの株先物取引が金曜日の朝に下落している中、本日注目される株には次のような銘柄があります:

デル、アサナ　注目の銘柄は

Dell Technologies Inc. Class C Common Stock

Dell Technologies Inc

Evercore ISI Group analyst Amit Daryanani maintains Dell Technologies (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>) with a Outperform and lowers the price target from $145 to $120.

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Evercore ISI Group Maintains Outperform on Dell Technologies, Lowers Price Target to $120

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Shares of companies in the broader tech sector are trading higher amid overall market strength due to March's strong durable goods orders economic data, and President Trump's announcement that he met with China earlier today. Also, the industry may be moving up ahead of Alphabet's earnings report scheduled for after market close.

On Wednesday, Sen. Elizabeth Warren (D-Mass.) requested answers from Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) CEO Tim Cook, citing a <a href="https://www.benzinga.com/24/11/42158580/how-tim-cooks-strategy-to-win-over-trump-gave-apple-a-competitive-edge-and-why-sundar-pichai-mark-zuckerberg-and-others-might-be-following-his-playbook">pattern of "influence-peddling"</a> between the iPhone-maker and the Donald Trump administration over the trade negotiations with China.
What Happened: In a letter to Cook that was obtained by Bloomberg <a href="https://www.bloomberg.com/news/articles/2025-04-23/apple-ceo-tim-cook-urged-by-elizabeth-warren-to-disclose-trump-tariff-talks">News</a>, Warren questioned Apple CEO's involvement in <a href="https://www.benzinga.com/25/04/44778464/trump-administration-grants-tariff-reprieve-to-tech-industry-apple-and-nvidia-among-beneficiaries">securing tariff exemptions</a> on Apple products after Trump threatened to impose duties as high as 145% on Chinese imports.
These tariffs, if enacted, would have severely impacted Apple's supply chain and profit margins. Previously, Wedbush analyst Dan Ives said that iPhones manufactured in the U.S. could cost as much as $3,500, more than <a href="https://www.benzinga.com/markets/equities/25/04/44728758/trumps-tariffs-could-push-apple-iphone-prices-to-a-staggering-3500-says-top-analyst">three times the current price</a>.
Read Next: <a href="https://www.benzinga.com/25/04/44855242/charlie-munger-once-highlighted-how-warren-buffetts-lifelong-learning-made-berkshire-hathaways-success-possible-and-the-crucial-lesson-you-can-take-from-it">Charlie Munger Once Said Warren Buffett Is A &#8216;Learning Machine&#8217; And That&#8217;s What Lies Beneath Berkshire Hathaway&#8217;s Success From One Decade To Another</a>
&#8220;I write regarding my concerns about the extent to which you &#8216;went to work behind the scenes&#8217; to obtain special exemptions from President Trump's new tariffs earlier this month,&#8221; Warren wrote in the letter.&nbsp;
"The circumstances surrounding Apple's exemptions raise fresh concerns about influence-peddling by huge well-connected corporations, and their ability to gain special favors from President Trump," she stated.
Adding, "At best, your work to eliminate the tariffs on Apple products, and President Trump's subsequent decision to exempt certain Apple products, creates the appearance of impropriety."
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.
The senator cited reports that Cook had private discussions with Trump administration officials shortly before electronics—including iPhones—were excluded from the tariff list.
She also mentioned <a href="https://www.benzinga.com/25/01/42801809/apple-ceo-tim-cook-reportedly-donates-1-million-to-trump-inauguration-joins-ranks-of-mark-zuckerberg-jeff-bezos-and-sam-altman">Cook's $1 million donation</a> to Trump's inauguration committee.
"In light of these reports, we write to request more information about your attempts to influence Trump Administration officials," she added, asking for a timeline of Apple's conversations with federal officials and when the company learned it would be exempted.
Apple did not immediately respond to <a href="https://pro.benzinga.com/dashboard">Benzinga&#8217;s</a> request for comments.
Why It's Important: Earlier, it was reported that Cook and U.S. Commerce Secretary Howard Lutnick discussed how <a href="https://www.benzinga.com/25/04/44882019/apple-ceo-tim-cooks-dialogue-with-commerce-secretary-lutnick-secured-tariff-exemption-for-iphones-and-electronics-report">Trump tariffs could affect iPhone prices</a>.
The report came after the Trump administration waived import duties on electronic devices produced in China. This move benefited Apple and also provided respite to companies like HP Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HPQ#NYSE">HPQ</a>) and Dell (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>).
Last year, Cook revealed that Apple's decision to manufacture in China wasn't because of cheap labor, as most people assume.
Price Action: Apple shares rose 2.43% on Wednesday, closing at $204.60. Despite the daily gain, the stock remains down 16.10% year-to-date, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a>.
Apple currently holds a growth score of 45.08% in the <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">Benzinga Edge Stock Rankings</a>. Click here to see how it compares with other leading tech stocks.
Photo Courtesy: David Garcia on Shutterstock.com
Check out more of Benzinga&#8217;s Consumer Tech coverage by&nbsp;<a href="https://www.benzinga.com/topic/consumer-tech" target="_blank" rel="noreferrer noopener">following this link</a>.
Read Next:
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<li><a href="https://www.benzinga.com/personal-finance/24/07/39842841/charlie-munger-said-getting-rich-is-harder-than-ever-but-heres-the-beauty-of-it-you-only-have-to" target="_blank" rel="noreferrer noopener">Charlie Munger Said Getting Rich Is Harder Than Ever, But Here's ‘The Beauty Of It' — You Only Have To Do It Once</a></li>
</ul>

Tech

AAPL

Elizabeth Warren Slams Tim Cook Over Alleged Backdoor Deal With Trump To Shield Apple From Crushing China Tariffs: 'Creates The Appearance Of Impropriety'

Dell Technologies (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>) has outperformed the market over the past 5 years by 20.59% on an annualized basis producing an average annual return of 33.97%. Currently, Dell Technologies has a market capitalization of $62.60 billion. 
Buying $100 In DELL: If an investor had bought $100 of DELL stock 5 years ago, it would be worth $438.54 today based on a price of $89.70 for DELL at the time of writing.
<h3>Dell Technologies's Performance Over Last 5 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1745442013_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

$100 Invested In This Stock 5 Years Ago Would Be Worth This Much Today

Whales with a lot of money to spend have taken a noticeably bullish stance on Dell Technologies.
Looking at options history for Dell Technologies (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>) we detected 41 trades.
If we consider the specifics of each trade, it is accurate to state that 56% of the investors opened trades with bullish expectations and 36% with bearish.
From the overall spotted trades, 23 are puts, for a total amount of $1,554,614 and 18, calls, for a total amount of $1,137,458.
<h3>Expected Price Movements</h3>
Analyzing the Volume and Open Interest in these contracts, it seems that the big players have been eyeing a price window from $45.0 to $200.0 for Dell Technologies during the past quarter. 
<h3>Insights into Volume &amp; Open Interest</h3>
Looking at the volume and open interest is a powerful move while trading options. This data can help you track the liquidity and interest for Dell Technologies'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 Dell Technologies's whale trades within a strike price range from $45.0 to $200.0 in the last 30 days. 
<h3>Dell Technologies Option Volume And Open Interest Over Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1745438437_0.png" alt="Options Call Chart" />
<h3>Noteworthy Options Activity:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>DELL</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$28.9</td>
<td>$27.1</td>
<td>$28.26</td>
<td>$115.00</td>
<td>$279.6K</td>
<td>1.0K</td>
<td>200</td>
</tr>
<tr>
<td>DELL</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$12.05</td>
<td>$11.9</td>
<td>$12.05</td>
<td>$85.00</td>
<td>$241.0K</td>
<td>2.7K</td>
<td>226</td>
</tr>
<tr>
<td>DELL</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>05/16/25</td>
<td>$1.34</td>
<td>$1.16</td>
<td>$1.33</td>
<td>$100.00</td>
<td>$199.5K</td>
<td>11.7K</td>
<td>2.0K</td>
</tr>
<tr>
<td>DELL</td>
<td>PUT</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>09/19/25</td>
<td>$11.7</td>
<td>$11.7</td>
<td>$11.7</td>
<td>$90.00</td>
<td>$181.2K</td>
<td>3.5K</td>
<td>253</td>
</tr>
<tr>
<td>DELL</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>06/18/26</td>
<td>$66.15</td>
<td>$63.8</td>
<td>$64.75</td>
<td>$155.00</td>
<td>$129.5K</td>
<td>18</td>
<td>20</td>
</tr>
</tbody>
</table>

<h3>About Dell Technologies</h3>
Dell Technologies is a broad information technology vendor, primarily supplying hardware to enterprises. It is focused on premium and commercial personal computers and enterprise on-premises data center hardware. It holds top-three market shares in its core markets of personal computers, peripheral displays, mainstream servers, and external storage. Dell has a robust ecosystem of component and assembly partners, and also relies heavily on channel partners to fulfill its sales.
<h3>Dell Technologies's Current Market Status</h3>
<ul>
<li>Currently trading with a volume of 7,133,272, the DELL's price is up by 5.54%, now at $88.74. </li>
<li>RSI readings suggest the stock is currently is currently neutral between overbought and oversold.</li>
<li>Anticipated earnings release is in 36 days.</li>
</ul>
<h3>What The Experts Say On Dell Technologies</h3>
2 market experts have recently issued ratings for this stock, with a consensus target price of $106.5.
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; Maintaining their stance, an analyst from JP Morgan continues to hold a Overweight rating for Dell Technologies, targeting a price of $108. 
&#x2A; An analyst from Citigroup persists with their Buy rating on Dell Technologies, maintaining a target price of $105. 
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 Dell Technologies, <a href="https://www.benzinga.com/pro/">Benzinga Pro</a> gives you real-time options trades alerts.

Options

Looking At Dell Technologies's Recent Unusual Options Activity

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Shares of companies within the broader technology sector are trading higher amid overall market strength after President Trump said he had no intention of firing Fed Chair Powell. Additionally, Trump indicated the final tariff rate would be less than the current 145% but not 0%.

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Shares of tech stocks are trading higher after Treasury Secretary Scott Bessent reportedly said he expects de-escalation with China. A de-escalation with China could alleviate trade and supply chain uncertainty in the sector.

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Shares of stocks in the broader tech sector are trading lower amid overall market weakness amid President Trump's criticism of Fed Chair Powell.

In a recent dialogue with U.S. Commerce Secretary Howard Lutnick, Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) CEO Tim Cook reportedly discussed the potential ramifications of President Donald Trump&#8216;s tariffs on iPhone prices.
What Happened: Cook held a discussion last week with the Commerce Secretary about the possible impact of the tariffs on iPhone prices. Cook also engaged in talks with other senior White House officials, according to a <a href="https://www.washingtonpost.com/business/2025/04/17/apple-iphone-tariff-exemption-trump/">report</a> by The Washington Post. As a result of this conversation, the Trump administration has agreed to exempt Apple&#8217;s China-produced electronic products from import duties.
Despite the widespread criticism of President Donald Trump&#8216;s trade policies by numerous executives, Cook chose not to do so. By the end of the week, the Trump administration decided to exempt import duties on electronic products that Apple manufactures in China. This decision also benefited other major U.S. firms like HP Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HPQ#NYSE">HPQ</a>) and Dell (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NASDAQ">DELL</a>).
Notably, the exemption was approved even though senior White House aide Peter Navarro had recommended keeping the taxes in place.
Wilbur Ross, former commerce secretary during Trump's first term, told the publication, &#8220;Tim has a very good relationship with the president and rightly so. He has been playing a very careful role in that he obviously has a huge dependency on China but is also hugely important to the U.S.&#8221;
SEE ALSO:&nbsp;<a href="https://benzinga.com/news/25/04/44869983/a-small-business-owner-asks-whats-your-plan-now-that-a-20-product-from-china-costs-50-before-it-even-hits-th" target="_blank" rel="noreferrer noopener">A Small Business Owner Asks, &#8216;What&#8217;s Your Plan,&#8217; Now That A $20 Product From China Costs $50 Before It Even Hits The Warehouse?</a>
Why It Matters: Apple shares climbed over 2% on Monday after Trump exempted tariffs on electronics on Friday and pushed the company's market cap back more than $3 trillion. After the exemption, Trump stated, "I helped Tim Cook, recently, and that whole business,&#8221; reported CNBC.
The Apple CEO also invested $500 billion in the U.S. in March for an AI push, boosting U.S. manufacturing tech after a discussion with President Trump.
Prior to this development, Apple had been preparing for the <a href="https://www.benzinga.com/25/04/44781528/apples-preemptive-iphone-stockpile-could-disrupt-supply-chain-amid-looming-semiconductor-tariffs-warns-top-analyst-says-this-may-be-cupertinos-best-option-beyond-white-house-talks">potential impact </a>of tariffs on its supply chain. Top analyst Ming-Chi Kuo had warned that Apple&#8217;s supply chain could face significant disruptions due to the tariffs.
Interestingly, Cook had <a href="https://www.benzinga.com/markets/25/04/44783543/when-tim-cook-revealed-the-real-reason-iphones-are-made-in-chinaand-its-not-low-labor-costs-china-stopped-being-a-low-wage-country-years-ago">previously clarified</a> that Apple&#8217;s decision to manufacture its products in China was not due to low labor costs. In a 2024 video, Cook stated, &#8220;China stopped being a low labor cost company many years ago.&#8221; This tariff exemption will allow Apple to continue its manufacturing operations in China without the added cost of import duties.
According to&nbsp;Benzinga Edge Rankings,&nbsp;Apple is unfavorable in the short, medium, and long term, but how does it compare with other tech stocks? Check out&nbsp;<a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound" target="_blank" rel="noreferrer noopener">Benzinga Edge Stock rankings</a>&nbsp;today to learn more.
Over the past month, Apple stock declined by over 7.4%, according to data from <a href="http://pro.benzinga.com">Benzinga Pro.</a>
<ul>
<li>READ MORE:&nbsp;<a href="https://benzinga.com/markets/cryptocurrency/25/04/44877231/ethereum-price-plunges-to-2018-levels-what-is-going-on" target="_blank" rel="noreferrer noopener">Ethereum Price Plunges To 2018 Levels: What Is Going On? &#8211; Benzinga</a></li>
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Image via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Tim Cook's Talks With Commerce Secretary Lutnick Helped Apple Secure Tariff Exemption For iPhones: Report

Rosenblatt analyst Kevin Cassidy reiterated the Buy rating on Penguin Solutions, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PENG#NASDAQ">PENG</a>),<a target="_blank" href="https://www.benzinga.com/quote/PENG/analyst-ratings" rel="noreferrer noopener"> with a price forecast of $27</a>.
Cassidy shared a positive takeaway following recent investor meetings with the leadership team at Penguin Solutions, including CEO Mark Adams, CFO Nate Olmstead and Investor Relations Manager Suzanne Schmidt.
The analyst writes that the discussions strengthened confidence in the growing demand for Penguin's software and services within the enterprise market.
According to management, one of the key advantages of Penguin's software lies in its ability to anticipate GPU failures while maintaining high GPU utilization levels of around 95%.
Also Read: <a target="_blank" href="https://www.benzinga.com/etfs/sector-etfs/25/04/44868472/pillar-of-americas-cyber-security-lost-funding-temporarily-what-investors-should-know-about-cve-program-funding-extension" rel="noreferrer noopener">Pillar Of America&#8217;s Cyber Security Lost Funding Temporarily: What Investors Should Know About CVE Program, Funding Extension</a>
The analyst highlighted Penguin's extensive experience—over 25 years in high-performance computing (HPC) and artificial intelligence (AI)—as a major asset, especially as large corporations, including Fortune 500 companies, move toward developing their own on-premise AI systems.
In addition to its software capabilities, Cassidy writes that the company's custom memory solutions are gaining traction. He noted that demand for these products is rising, with expected growth of 20% to 30% this year.
This growth is driven by AI's increasing need for high-density, high-performance memory—an area where Penguin's Smart Modular brand has built a solid reputation over nearly four decades.
The analyst noted that, according to Penguin Solutions&#8217; management, a growing number of customers are beginning to recognize a clear path to achieving a return on investment (ROI) from their AI initiatives.
Many of these organizations lack the necessary expertise in data center infrastructure, which is where Penguin comes in as a strategic enabler.
Penguin's offerings help bridge this gap by supporting the deployment of complex AI systems on-premises, especially for customers with limited experience managing such infrastructure, Cassidy notes.
The company is collaborating with SK Telecom Co., Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SKM#NYSE">SKM</a>) and providing solutions for emerging neocloud players, such as Voltage Park, helping them build scalable AI infrastructure.
Additionally, Penguin is working with Celestial AI, which specializes in optical memory technologies, and has engagements with major companies like Meta Platforms, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) and Dell Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>) —the latter focuses on facilitating last-mile delivery of enterprise AI solutions.
On top of that, Cassidy adds that Penguin is in discussions with a leading systems integrator, which, if finalized, could further expand its reach in enterprise and cloud markets.
Penguin Solutions' management believes that the most significant impact of tariffs will likely be on end-user demand rather than directly on their operations, says Cassidy.
Price Action: PENG shares are trading lower by 3.22% to $15.91 at last check Thursday.
Read Next:
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<li><a href="https://www.benzinga.com/25/04/44859945/whistleblower-alleges-doge-involved-in-major-cybersecurity-breach-at-us-labor-agency" target="_blank" rel="noreferrer noopener">Whistleblower Says DOGE May Have Caused Major Cybersecurity Breach At US Labor Agency</a></li>
</ul>
Photo: Shutterstock

General

PENG

Penguin's Memory Solutions Poised For 20%-30% Growth, Analyst Eyes Soaring AI Demand, Key Partnerships

Investment advisor Ross Gerber is calling out what he sees as unfair treatment in President Donald Trump&#8217;s tariff policy, accusing the administration of protecting corporate giants while leaving small businesses to suffer.
&#8220;So all the small businesses get to struggle and go [bankrupt] while Trump makes exceptions for most other Chinese imports from the [Magnificent] 7,&#8221; Gerber <a href="https://x.com/GerberKawasaki/status/1911086217044918298">posted</a> on X. &#8220;This is not only absurd, but just wrong. It's the art of the steal.&#8221;
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">So all the small businesses get to struggle and go BK while Trump makes exceptions for most other Chinese imports from the mag 7. This is not only absurd, but just wrong. It's the art of the steal.
&mdash; Ross Gerber (@GerberKawasaki) <a href="https://twitter.com/GerberKawasaki/status/1911086217044918298?ref_src=twsrc%5Etfw">April 12, 2025</a></blockquote>
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<li>Invest in the future of digital engagement: <a href="https://www.benzinga.com/money/vatom-adv">Own a piece of the $100 billion Metaverse for just $500</a>.</li>
</ul>
<h2 class="wp-block-heading">Big Tech Gets a Break</h2>
Gerber&#8217;s frustration followed news that the Trump administration had <a href="https://www.benzinga.com/25/04/44778464/trump-administration-grants-tariff-reprieve-to-tech-industry-apple-and-nvidia-among-beneficiaries">granted tariff exemptions</a> for smartphones, laptops and other electronics — a major win for tech firms like Apple (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and Dell Technologies (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>). These products had been subject to steep import taxes as part of Trump's aggressive trade crackdown on China.
U.S. Customs and Border Protection listed the exemptions late Friday, applying retroactively from April 5. The list included semiconductors, memory chips and flat-panel displays—all critical components for companies in the so-called &#8220;Magnificent 7,&#8221; a group of high-performing tech stocks.
<h2 class="wp-block-heading">Small Businesses Say They're Getting Crushed</h2>
Critics say the carveouts expose a double standard. &#8220;Tariffs against big-tech Apple: ZERO. Tariffs against Mom-and-Pop Main Street businesses: 145%,&#8221; <a href="https://x.com/acedawg22/status/1911127552489369807">posted</a> a person in response to Gerber. Another user wrote: &#8220;Let them eat cake!&#8221;
Trending: With shares starting at $1.52, <a href="https://www.benzinga.com/money/how-a-10k-bet-on-health-care-originals-could-have-skyrocketed-your-portfolio">this could be your chance to invest in the future of healthcare</a>.
In an April 4 <a href="https://www.youtube.com/watch?v=zLnX1SQfgJI">interview</a> with Tucker Carlson, Treasury Secretary Scott Bessent argued the stock drop wasn't Trump's fault. &#8220;If I were to analyze&#8230; what's happening with the market, I'd say it's more a Mag 7 problem, not a MAGA one,&#8221; Bessent said, blaming the downturn on China's new AI tool, <a href="https://www.benzinga.com/topic/deepseek">DeepSeek</a>, rather than the president's economic policies.
But many economists and even Federal Reserve officials disagree, pointing to the market chaos and inflation fears triggered by Trump's escalating tariff war. Consumer confidence has plunged, and the S&amp;P 500 has seen its wildest swings since the 2020 pandemic.
<h2 class="wp-block-heading">Relief Might Not Last</h2>
Any relief for tech companies could be short-lived. On Sunday, Trump posted that the excluded products were still subject to the existing 20% fentanyl-related tariffs and would be reassigned under a new national security investigation.
&#8220;There was no tariff &#8216;exception&#8217;,&#8221; Trump wrote on <a href="https://truthsocial.com/@realDonaldTrump/posts/114332337028519855">Truth Social</a>. &#8220;These products are just moving to a different tariff &#8216;bucket.'&#8221;
See Also: Hasbro, MGM, and Skechers trust this AI marketing firm — <a href="https://www.benzinga.com/money/rad-intel">invest pre-IPO from $0.60 per share now</a>.
Commerce Secretary Howard Lutnick confirmed the administration plans to impose new duties within two months targeting semiconductors, smartphones and computers. &#8220;These are things that are national security, that we need to be made in America,&#8221; Lutnick told <a href="https://www.youtube.com/watch?v=cYGb2Sgy_Vk">ABC News</a>.
Critics like Sen. Elizabeth Warren (D-MA) blasted the administration's inconsistent moves. &#8220;There is no tariff policy — only chaos and corruption,&#8221; she <a href="https://www.youtube.com/watch?v=eTNcjSsxBVY">said</a> Sunday on ABC's &#8220;This Week.&#8221;
<h2 class="wp-block-heading">Market Mayhem</h2>
The on-again, off-again nature of Trump's tariff strategy has sent <a href="https://www.benzinga.com/25/04/44774499/wall-street-panic-extends-to-main-street-as-us-china-trade-war-escalates-bond-vigilantes-make-a-comeback-this-week-in-markets">shock waves</a> through the economy. Investors have dumped bonds, the <a href="https://www.benzinga.com/markets/equities/25/04/44768702/foreigners-dump-the-dollar-gold-and-yen-act-as-safe-haven-jpmorgan-helps-stock-market-cooler-ppi">dollar has slumped</a> and gold has hit record highs. China, meanwhile, slapped a <a href="https://www.benzinga.com/markets/25/04/44756353/xi-jinping-says-there-are-no-winners-in-tariff-war-as-china-slaps-125-tariffs-on-us-goods-urges-trump-to-immediately-correct-wrongdoings">125% retaliatory tariff on U.S. goods</a> and warned that any future hikes would be ignored.
Despite the turbulence, Bessent insisted the administration maintains a &#8220;strong-dollar policy&#8221; and dismissed suggestions that tariffs are a backdoor attempt to devalue the currency.
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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 $0.26/share!</a></li>
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Image: Shutterstock

'Art Of The Steal'—Ross Gerber Says Small Businesses Get To 'Go Bankrupt' While Trump Makes Exceptions For MAG 7 Chinese Imports

JP Morgan analyst Samik Chatterjee maintains Dell Technologies (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>) with a Overweight and lowers the price target from $150 to $108.

JP Morgan Maintains Overweight on Dell Technologies, Lowers Price Target to $108

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Shares of companies within the broader tech sector are trading lower after Fed Chair Powell made remarks at the Economic Club. Also, the broader tech industry may be weighed down by NVIDIA after the United States informed the company that it may require a license to export chips to China

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders often look for circumstances when the market estimation of an option diverges away from its normal worth. Abnormal amounts of trading activity could push option prices to hyperbolic or underperforming levels. 
Here's the list of options activity happening in today's session: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>NVDA</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>04/17/25</td>
<td>$112.00</td>
<td>$35.0K</td>
<td>9.1K</td>
<td>54.3K</td>
</tr>
<tr>
<td>APLD</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/16/26</td>
<td>$5.00</td>
<td>$54.7K</td>
<td>10.5K</td>
<td>13.8K</td>
</tr>
<tr>
<td>AAPL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>04/25/25</td>
<td>$205.00</td>
<td>$35.1K</td>
<td>5.2K</td>
<td>6.2K</td>
</tr>
<tr>
<td>BTDR</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>05/02/25</td>
<td>$8.00</td>
<td>$64.3K</td>
<td>139</td>
<td>1.7K</td>
</tr>
<tr>
<td>SMCI</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>05/16/25</td>
<td>$45.00</td>
<td>$31.8K</td>
<td>9.5K</td>
<td>1.5K</td>
</tr>
<tr>
<td>CRWV</td>
<td>PUT</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>10/17/25</td>
<td>$40.00</td>
<td>$43.3K</td>
<td>437</td>
<td>1.4K</td>
</tr>
<tr>
<td>DELL</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>10/17/25</td>
<td>$110.00</td>
<td>$27.5K</td>
<td>602</td>
<td>1.1K</td>
</tr>
<tr>
<td>AMAT</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>04/17/25</td>
<td>$148.00</td>
<td>$97.0K</td>
<td>410</td>
<td>1.0K</td>
</tr>
<tr>
<td>PLTR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/15/27</td>
<td>$120.00</td>
<td>$175.7K</td>
<td>10.1K</td>
<td>745</td>
</tr>
<tr>
<td>MSTR</td>
<td>PUT</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>04/17/25</td>
<td>$320.00</td>
<td>$25.0K</td>
<td>1.3K</td>
<td>370</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 bearish, expiring in 2 day(s) on April 17, 2025. This event was a transfer of 164 contract(s) at a $112.00 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 $35.0K, with a price of $214.0 per contract. There were 9127 open contracts at this strike prior to today, and today 54341 contract(s) were bought and sold. 
• Regarding APLD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APLD#NASDAQ">APLD</a>), we observe a put option sweep with bearish sentiment. It expires in 276 day(s) on January 16, 2026. Parties traded 238 contract(s) at a $5.00 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 $54.7K, with a price of $229.0 per contract. There were 10574 open contracts at this strike prior to today, and today 13886 contract(s) were bought and sold. 
• 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 10 day(s) on April 25, 2025. This event was a transfer of 90 contract(s) at a $205.00 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 $35.1K, with a price of $395.0 per contract. There were 5217 open contracts at this strike prior to today, and today 6212 contract(s) were bought and sold. 
• For BTDR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BTDR#NASDAQ">BTDR</a>), we notice a call option trade that happens to be bullish, expiring in 17 day(s) on May 2, 2025. This event was a transfer of 1740 contract(s) at a $8.00 strike. The total cost received by the writing party (or parties) was $64.3K, with a price of $37.0 per contract. There were 139 open contracts at this strike prior to today, and today 1750 contract(s) were bought and sold. 
• Regarding SMCI (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>), we observe a call option sweep with bearish sentiment. It expires in 31 day(s) on May 16, 2025. Parties traded 475 contract(s) at a $45.00 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 $31.8K, with a price of $67.0 per contract. There were 9597 open contracts at this strike prior to today, and today 1574 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 neutral sentiment. It expires in 185 day(s) on October 17, 2025. Parties traded 38 contract(s) at a $40.00 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 $43.3K, with a price of $1142.0 per contract. There were 437 open contracts at this strike prior to today, and today 1479 contract(s) were bought and sold. 
• For DELL (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>), we notice a call option trade that happens to be bullish, expiring in 185 day(s) on October 17, 2025. This event was a transfer of 62 contract(s) at a $110.00 strike. The total cost received by the writing party (or parties) was $27.5K, with a price of $445.0 per contract. There were 602 open contracts at this strike prior to today, and today 1130 contract(s) were bought and sold. 
• Regarding AMAT (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMAT#NASDAQ">AMAT</a>), we observe a call option sweep with bullish sentiment. It expires in 2 day(s) on April 17, 2025. Parties traded 522 contract(s) at a $148.00 strike. This particular call needed to be split into 15 different trades to become filled. The total cost received by the writing party (or parties) was $97.0K, with a price of $186.0 per contract. There were 410 open contracts at this strike prior to today, and today 1078 contract(s) were bought and sold. 
• For PLTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>), we notice a call option sweep that happens to be bearish, expiring in 640 day(s) on January 15, 2027. This event was a transfer of 62 contract(s) at a $120.00 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 $175.7K, with a price of $2835.0 per contract. There were 10159 open contracts at this strike prior to today, and today 745 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 put option trade with neutral sentiment. It expires in 2 day(s) on April 17, 2025. Parties traded 20 contract(s) at a $320.00 strike. The total cost received by the writing party (or parties) was $25.0K, with a price of $1250.0 per contract. There were 1340 open contracts at this strike prior to today, and today 370 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.

AMAT

APLD

BTDR

CRWV

MSTR

PLTR

10 Information Technology Stocks Whale Activity In Today's Session

The CNN Money Fear and Greed index showed almost no change in the overall fear level, while the index remained in the &#8220;Extreme Fear&#8221; zone on Monday.
U.S. stocks settled higher on Monday, with the Dow Jones index gaining more than 300 points during the session. Over the weekend, the White House announced a provisional exemption for smartphones and semiconductors from China's proposed 145% trade tariff. These items will instead face a 20% levy—linked to fentanyl-related enforcement—until sector-specific duties are finalized.
Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) shares rose 2.2%, while Dell Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>) shares gained around 4%. The Technology Select Sector SPDR Fund (XLK) rose about 1% on Monday.
The Goldman Sachs Group, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GS#NYSE">GS</a>) posted better-than-expected earnings for its first quarter. M&amp;T Bank Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MTB#NYSE">MTB</a>) posted weaker-than-expected earnings for its first quarter.
Despite significant volatility last week, all three major averages recorded gains during the period. The S&amp;P 500 gained 5.7% to record its best week since November 2023, while the Nasdaq jumped 7.3%, notching its best week since November 2022. The Dow also jumped around 5% last week.
Most sectors on the S&amp;P 500 closed on a positive note, with real estate, utilities and consumer staples stocks recording biggest gains on Monday. However, consumer discretionary stocks bucked the overall market trend, closing the session lower.
The Dow Jones closed higher by around 312 points to 40,524.79 on Monday. The S&amp;P 500 rose 0.79% to 5,405.97, while the Nasdaq Composite climbed 0.64% at 16,831.48 during Monday's session.
Investors are awaiting earnings results from Citigroup Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/C#NYSE">C</a>), United Airlines Holdings, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/UAL#NASDAQ">UAL</a>) and Bank of America Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAC#NYSE">BAC</a>) today.
At a current reading of 19.4, the index remained in the &#8220;Extreme Fear&#8221; zone on Monday, versus a prior reading of 19.4.
What is CNN Business Fear &amp; Greed Index?
The Fear &amp; Greed Index is a measure of the current market sentiment. It is based on the premise that higher fear exerts pressure on stock prices, while higher greed has the opposite effect. The index is calculated based on seven equal-weighted indicators. The index ranges from 0 to 100, where 0 represents maximum fear and 100 signals maximum greediness.
Read Next: 
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<li><a href="https://www.benzinga.com/analyst-ratings/price-target/25/04/44787747/wall-streets-most-accurate-analysts-spotlight-on-3-consumer-stocks-delivering-high-dividend-yields">Wall Street&#8217;s Most Accurate Analysts Spotlight On 3 Consumer Stocks Delivering High-Dividend Yields</a> </li>
</ul>
Photo via Shutterstock

Dow Surges Over 300 Points Ahead Of Earnings: Fear & Greed Index Remains In 'Extreme Fear' Zone

Citigroup analyst Asiya Merchant maintains Dell Technologies (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>) with a Buy and lowers the price target from $145 to $105.

Citigroup Maintains Buy on Dell Technologies, Lowers Price Target to $105

Nio Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NIO#NYSE">NIO</a>) shares traded higher on Monday after President Donald Trump and his administration announced that electronics are exempt from the 145% reciprocal tariffs <a href="https://www.benzinga.com/economics/macro-economic-events/25/04/44787080/goldman-sachs-cheers-china-tariff-exemptions-lifts-earnings-forecasts-for-apple-dell-hp">on Chinese goods.</a>
The Details: According to the <a href="https://nypost.com/2025/04/14/business/tech-stocks-jump-after-trump-pauses-tariffs-on-electronics/?utm_source=chatgpt.com">New York Post</a>, the announcement exempts electronics like smartphones, laptops and semiconductors. Following the news, Nio, along with other U.S.-listed Chinese stocks, rose as the exemption helped alleviate investor concerns about rising costs and weakened demand.
Other U.S.-listed Chinese tech stocks that moved higher include PDD Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PDD#NASDAQ">PDD</a>), JD.Com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JD#NASDAQ">JD</a>) and Baidu Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NASDAQ">BIDU</a>).
While Nio is primarily an electric vehicle manufacturer, it recently expanded into consumer electronics with the launch of <a href="https://www.benzinga.com/markets/equities/24/06/39377149/teslas-chinese-rival-nio-unveils-plans-for-nio-in-2024-anticipates-launch-of-second-generation-n">its own smartphone</a>, which may benefit more directly from the exemption, as smartphones are specifically excluded from the tariffs.
American technology companies such as Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) and Dell Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>) also saw a boost, as both rely heavily on components and manufacturing ties to China that could have been impacted by the tariffs.
The tariff relief may be temporary. Secretary of Commerce Howard Lutnick said new measures targeting semiconductors and other tech components are expected in the coming months.
Trump also emphasized in a Truth Social<a href="https://truthsocial.com/@realDonaldTrump/posts/114332337028519855"> post</a> that, "NOBODY is getting ‘off the hook' on tariffs," adding that even if certain products are exempt under one policy, "they'll be covered under another.&#8221;
NIO Price Action: NIO stock closed 2.56% higher at $3.61, according to data from <a href="https://www.benzinga.com/pro/">Benzinga Pro.</a>
See Also: • <a href="https://www.benzinga.com/news/25/04/44794639/ironically-because-of-all-the-new-tariffs-its-now-way-cheaper-to-make-our-chocolate-bars-outside-the-us-says-mrbeast">Ironically, Because Of All The New Tariffs, It&#8217;s Now Way Cheaper To Make Our Chocolate Bars Outside The US,&#8217; Says MrBeast</a>
Photo: Courtsy Nio, Inc.

Global

BIDU

Citigourp Global Markets 2% Protected Notes Linked To The Djia

What's Going On With Nio Stock Monday?

Micron Technology, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>) shares are moving higher on Monday after President Donald Trump and his administration announced that electronics are exempt from the 145% reciprocal tariffs <a href="https://www.benzinga.com/economics/macro-economic-events/25/04/44787080/goldman-sachs-cheers-china-tariff-exemptions-lifts-earnings-forecasts-for-apple-dell-hp">on Chinese goods.</a>
What To Know: According to the <a href="https://nypost.com/2025/04/14/business/tech-stocks-jump-after-trump-pauses-tariffs-on-electronics/?utm_source=chatgpt.com">New York Post</a>, electronics include items like smartphones and laptops along with semiconductors. The announcement boosted Micron and other American tech stocks as it eases investor concerns about potential cost increases and slowing demand.
Companies like Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), Dell Technologies, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>) and Advanced Micro Devices, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) are also moving higher following the news. 
American tech firms often rely on components sourced from China, which could have become significantly more expensive under the proposed tariffs. Higher production costs could have led to price hikes for consumers, potentially reducing demand for electronics overall. 
Micron's business relies on steady demand for devices that use its chips, so avoiding tariffs that could weaken consumer spending is largely seen as a positive for the company.
The tariff relief for electronics may be short-lived. Commerce Secretary Howard Lutnick said Sunday the Trump administration is planning new tariffs targeting semiconductors and other tech parts. 
Trump emphasized in a social media post that "NOBODY is getting ‘off the hook' on tariffs," adding that even if certain products are exempt under one policy, "they'll be covered under another."
Related Link: <a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/04/44797563/goldman-sachs-sees-upside-in-retail-giants-dollar-tree-home-depot-best-buy-and-target-despite-tariff-margin-pressures">Goldman Sachs Sees Upside In Retail Giants Dollar Tree, Home Depot, Best Buy And Target Despite Tariff, Margin Pressures</a>
MU Price Action: At the time of writing, Micron shares are trading 2.02% higher at $71.57, according to data from <a href="https://www.benzinga.com/pro/">Benzinga Pro.</a>
Image: via Shutterstock

What's Going On With Micron Technology Stock Monday?

Alibaba Group Holding Limited (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) shares are trading higher on Monday after President Donald Trump and his administration announced consumer electronics are exempt from the 145% reciprocal tariffs <a href="https://www.benzinga.com/news/large-cap/25/04/44794083/7-chipmaker-stocks-set-to-gain-as-trump-delays-tariff-blow-on-key-china-tech-imports-bank-of-america">on Chinese goods.</a>
What To Know: According to the <a href="https://nypost.com/2025/04/14/business/tech-stocks-jump-after-trump-pauses-tariffs-on-electronics/?utm_source=chatgpt.com">New York Post</a>, the exemption covers smartphones, laptops and chips, which led to gains in the company&#8217;s stock and other U.S.-listed Chinese stocks such as PDD Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PDD#NASDAQ">PDD</a>) and NIO Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NIO#NYSE">NIO</a>).
The new exemption allows these companies to maintain competitive pricing and avoid price increases. Furthermore, it eases investor concerns over disrupted supply chains and reduced consumer demand due to higher pricing, both of which could have negatively impacted revenue.
The news also lifted American technology stocks like Apple, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), Advanced Micro Devices, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) and Dell Technologies, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>). Many of these companies rely on components from China in order to manufacture their goods.
The relief from tariffs for electronics is likely temporary. Commerce Secretary Howard Lutnick warned Sunday that the Trump administration is preparing new tariffs aimed at semiconductors and other tech components.
Related Link: <a href="https://www.benzinga.com/news/25/04/44794639/ironically-because-of-all-the-new-tariffs-its-now-way-cheaper-to-make-our-chocolate-bars-outside-the-us-says-mrbeast">Ironically, Because Of All The New Tariffs, It&#8217;s Now Way Cheaper To Make Our Chocolate Bars Outside The US,&#8217; Says MrBeast</a>
BABA Price Action: At the time of writing, Alibaba shares are trading 6.49% higher at $114.72, according to data from <a href="https://www.benzinga.com/pro/">Benzinga Pro.</a>
Image: via Shutterstock

BABA

What's Going On With Alibaba Shares Monday?

Dell Technologies Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>) shares are getting a lift Monday morning following tech tariff exemptions <a href="https://www.benzinga.com/25/04/44778464/trump-administration-grants-tariff-reprieve-to-tech-industry-apple-and-nvidia-among-beneficiaries">from the Trump administration</a>. 
What Happened: President&nbsp;Donald Trump&nbsp;announced new tariff exemptions over the weekend on several consumer electronics including smartphones, computers, laptops and disk drives.
The U.S. Customs and Border Protection agency published a list of 20 tariff codes in total to be exempted from tariffs on imports. The exemptions were&nbsp;applied retroactively as of April 5 and include Trump's 125% reciprocal tariffs on China as well as the 10% baseline tariffs on other countries.
Dell shares are moving higher on Monday as the company has significant exposure to China, Vietnam and Taiwan, among other countries. Electronics makers as a whole are rallying as they typically source components and manufacturing labor globally. 
Check This Out: <a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/04/44787818/sp-500-could-tank-to-4000-if-trump-put-fizzles-says-jpmorgan">S&amp;P 500 Could Tank To 4,000 If &#8216;Trump Put&#8217; Fizzles, Says JPMorgan</a>
According to a Bloomberg <a href="https://www.bloomberg.com/news/articles/2025-04-09/dell-reduces-computer-discounts-after-tariffs-rattle-business?embedded-checkout=true">report</a>, Dell recently called its global supply chain an &#8220;asset&#8221; that is diverse enough to allow the company to soften the potential impacts of tariffs. 
Despite the positive commentary, the report indicates that Dell began slashing U.S. discounts on several computers in response to tariffs. Bloomberg reported that there are currently less discounts on Dell&#8217;s online shop than at any other point since the start of 2024. Furthermore, the company has increased list prices for at least one of its laptops.
Dell is due to report first-quarter financial results next month. The company said <a href="https://www.benzinga.com/news/earnings/25/02/44025754/dell-technologies-stock-climbs-after-mixed-q4-results-eps-beat-revenues-miss">last quarter</a> that it expected to deliver first-quarter revenue of $22.5 billion to $23.5 billion, versus estimates of $23.59 billion. Dell also guided for first-quarter adjusted earnings of $1.65 per share, versus estimates of $1.76 per share. 
DELL Price Action: <a href="http://benzinga.com/quote/dell">Dell shares</a> were up 3.37% at $84.69 at the time of publication Monday, according to <a href="http://pro.benzinga.com">Benzinga Pro</a>.
Photo: <a href="https://www.shutterstock.com/g/synthesis">Gabriel Pahontu</a>/Shutterstock.

Dell Technologies Stock Is Rallying Monday: What's Going On?

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