Dernières nouvelles pour Amazon.com (NASDAQ:AMZN) Stock

AMAZON.COM INC

Amazon.com

Amazon is the leading online retailer and marketplace for third party sellers. Retail related revenue represents approximately 75% of total, followed by Amazon Web Services' cloud computing, storage, database, and other offerings (15%), advertising services (5% to 10%), and other the remainder. International segments constitute 25% to 30% of Amazon's non-AWS sales, led by Germany, the United Kingdom, and Japan.

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Amazon.com Inc

AI isn&#8217;t just consuming the world; it&#8217;s poised to devour the power grid. Big tech companies such as Meta Platforms (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>), Amazon (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) and Palantir (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>) are <a href="https://www.benzinga.com/markets/tech/25/07/46471676/meta-palantir-amazon-ai-datacenter-growth">going all-in on artificial intelligence</a>, fueling a historic development of data center infrastructure. For ETF investors, that implies it&#8217;s time to move beyond Nvidia and begin focusing on the literal power behind the machine.
Goldman Sachs projects that global data center electricity demand will increase by 165% by 2030, making them among the world&#8217;s top 10 consumers of electricity. With capex cycles of $100 billion-plus underway, <a href="https://www.benzinga.com/etfs" target="_blank" rel="noopener">power generation-related ETFs</a>, infrastructure ETFs, and digital real estate ETFs are in play.
<h2 class="wp-block-heading">Power &amp; Utilities</h2>
With U.S. data-center electricity consumption set to surge, utility ETFs may enjoy long-term tailwinds.
Utilities Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLU#NYSE">XLU</a>) – owns large, regulated utilities such as NextEra (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NEE#NYSE">NEE</a>) and Duke Energy (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DUK#NYSE">DUK</a>), which may benefit from AI-fueled load growth.
First Trust Nasdaq Clean Edge Smart Grid Infrastructure ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GRID#NASDAQ">GRID</a>) – provides exposure to the firms upgrading the electrical grid, from smart meters to transmission technology. Johnson Controls International Plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JCI#NYSE">JCI</a>), Eaton Corporation Plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ETN#NYSE">ETN</a>) and ABB Ltd (OTCPK: ABBNY) hold the largest chunks of the fund&#8217;s holdings.
Invesco Solar ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TAN#NYSE">TAN</a>) – becomes more relevant since Goldman projects 25–30% of new generation will be provided by solar.
These funds provide investors with a diversified holding in the enormous re-wiring that AI will require.
<h2 class="wp-block-heading">Infrastructure &amp; Industrials</h2>
Behind each <a href="https://www.benzinga.com/topic/artificial-intelligence">AI cluster</a> lies a concrete-intensive reality: HVACs, substations, turbines, and a substantial amount of steel. Infrastructure-based ETFs provide a straight shot at the buildout:
Global X U.S. Infrastructure Development ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/PAVE#BATS">PAVE</a>) – has holdings such as Eaton and Nucor (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NUE#NYSE">NUE</a>), all related to power systems and data construction.
iShares U.S. Industrials ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/IYJ#BATS">IYJ</a>) – has holdings in Caterpillar (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CAT#NYSE">CAT</a>), Eaton, and Emerson Electric (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EMR#NYSE">EMR</a>), essential providers of backup power and cooling systems.
Meta alone intends to construct two multi-gigawatt clusters of AI, pointing to a multi-year infrastructure-driven growth.
Also Read: <a href="https://www.benzinga.com/markets/tech/25/07/46382291/mark-zuckerberg-poaches-sam-altmans-talent-with-multimillion-dollar-offers-to-build-metas-ai-team">Mark Zuckerberg Poaches Sam Altman&#8217;s Talent With Multimillion-Dollar Offers To Build Meta&#8217;s AI Team</a>
<h2 class="wp-block-heading">Digital Infrastructure &amp; REITs</h2>
As demand for data centers goes parabolic, real estate investment trusts (REITs) and digital infrastructure players are observing that narrowing supply-demand dynamics are propelling margins:
Real Estate Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLRE#NYSE">XLRE</a>) – more general exposure to REITs, with substantial stakes in digital infra. This ETF offers a long-term perspective on the physical and digital infrastructure supporting AI growth.
<h2 class="wp-block-heading">Quick Background: Why Now?</h2>
Goldman Sachs estimates that global data center demand will reach 92 GW by 2027, a 50% increase from late 2025, largely due to AI. Meta&#8217;s future Prometheus (1 GW) and Hyperion (5 GW) clusters indicate the size of things to come. Amazon and Palantir are also spending significant amounts on compute infrastructure.
Meanwhile, firms such as Caterpillar and Cummins (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMI#NYSE">CMI</a>) are experiencing billions of dollars&#8217; worth of new orders for data center-related generators, and Jabil (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JBL#NYSE">JBL</a>) has just increased its AI-related revenue estimate by $1 billion.
The AI revolution is being built from the ground up. From server racks to solar panels, the buildout of the data center is producing new champions across industries. And the wisest way to gain diversified exposure may very well be through ETFs that are quietly driving the next wave of AI.
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/etfs/new-etfs/25/07/46477250/invescos-new-etf-wants-to-save-the-planet-profitably">Invesco&#8217;s New ETF Wants To Save The Planet—Profitably</a></li>
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Sector ETFs

Specialty ETFs

ETFs

ABBNY

First Trust Nasdaq Clean Edge Smart Grid Infrastructure Index Fund

GRID

iShares Trust Dow Jones US Industrial Sector Index Fund

PAVE

PLTR

SIMS

XLRE

Meta, Amazon, Palantir Fuel AI Data Center Boom — ETFs Are The Sleeper Bet

Retail traders, especially those engaging an ultra-high-profile name like Walmart Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WMT#NYSE">WMT</a>), must contend with a harsh reality: you will always be slower than the institutional players. Still, accepting this reality leads to clarity. By not wasting your time and energy trying to find an edge where it does not and cannot exist, you can focus on realistic solutions. Essentially, we're going to play a different game by slowing it down.
Sure, the emphasis on Wall Street is about speed. We've been hearing about high-frequency trading and more recently, using artificial intelligence to find hidden opportunities. The issue with attempting to play the speed game is that, from a retail perspective, you're always going to start off on the back foot.
For instance, throughout this year, one of the biggest concerns about WMT stock has been the trade policies of President Donald Trump. With the administration indelicately <a href="https://www.benzinga.com/markets/25/05/45484675/trumps-tariff-challenge-amid-rising-price-concerns-president-tells-walmart-to-eat-the-tariffs">imposing tariffs on key economic partners</a>, the move crimps Walmart's global supply chain, forcing the company to either eat the cost or pass it to consumers. Notably, WMT has gained about 5% on a year-to-date basis, conspicuously lower than the S&amp;P 500's gain of around 7% during the same period.
On the other hand, Walmart — along with other retail-centered names like Peloton Interactive Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PTON#NASDAQ">PTON</a>) and Chewy Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CHWY#NYSE">CHWY</a>) — have been demonstrating their moxie by going after e-commerce juggernaut Amazon.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>). In short, Amazon's decision to extend its Prime Day promotion this year has opened an <a href="https://www.benzinga.com/trading-ideas/long-ideas/25/07/46252593/walmart-peloton-chewy-set-to-steal-amazons-prime-day-again">opportunity for competitors to steal market share</a>.
These are interesting elements but here's the point from a trader's perspective: they've already been baked into the share price.
That's not to say that there isn't an edge that can be exploited. But first, we must define the null hypothesis or the assumption in this case that there is no mispricing in WMT stock. If so, the chance that a long position in WMT will be profitable on any given week (from January 2019) is 57.02%.
An options thesis must have a credible way of beating 57.02%. Otherwise, what are we even doing here?
<h2 class="wp-block-heading">Pinpointing A Strategy For WMT Stock Using Real Analysis</h2>
In practically any domain, the null hypothesis is foundational to analytical rigor. A clear example comes from the biotech industry. The null hypothesis is that the underlying therapeutic has no effect. Therefore, scientists and the medical community only act if the data rejects the null; that is, the drug has a real, measurable effect. It should be the same philosophy in finance.
Unfortunately, I'm not smart enough to look at all the blips and bloops of WMT stock and decipher repeatable patterns. Peruse a typical technical analysis chart: you have support lines here, Fibonacci retracement levels there, MACD and RSI doing some squiggly stuff. And then, the financial research industry wants to put even more stuff on an already busy chart.
Allow me to drop a truth bomb: if your song sucks, adding more reverb isn't going to make it better.
No, we're going to slow this game down by modifying the principles forwarded by Russian <a href="https://meyn.ece.ufl.edu/wp-content/uploads/sites/77/archive/spm_files/Markov-Work-and-life.pdf">mathematician</a> Andrei Andreevich Markov. Essentially, we will discretize all the chaos of price action into market breadth or sequences of accumulative and distributive sessions. By compressing share price into root demand, we can then answer the core question: at the end of the session, was the market a net buyer or net seller?
By categorizing all price action — no matter the magnitude of performance — into up weeks or down weeks, we can distinguish various behavioral states. Further, by the examination of past analogs, we can better determine the probability of kinesis among these different states.
Conducting the above compression for WMT stock across rolling 10-week intervals (since January 2019) gives us the following demand profile:
<figure class="wp-block-table"> 
<table class="has-fixed-layout">
<tbody>
<tr>
<td>L10 Category</td>
<td>Sample Size</td>
<td>Up Probability</td>
<td>Baseline Probability</td>
<td>Median Return if Up</td>
</tr>
<tr>
<td>2-8-D</td>
<td>2</td>
<td>100.00%</td>
<td>56.89%</td>
<td>1.60%</td>
</tr>
<tr>
<td>3-7-D</td>
<td>10</td>
<td>80.00%</td>
<td>56.89%</td>
<td>2.25%</td>
</tr>
<tr>
<td>4-6-D</td>
<td>27</td>
<td>62.96%</td>
<td>56.89%</td>
<td>1.99%</td>
</tr>
<tr>
<td>4-6-U</td>
<td>13</td>
<td>61.54%</td>
<td>56.89%</td>
<td>2.02%</td>
</tr>
<tr>
<td>5-5-D</td>
<td>43</td>
<td>55.81%</td>
<td>56.89%</td>
<td>1.60%</td>
</tr>
<tr>
<td>5-5-U</td>
<td>36</td>
<td>58.33%</td>
<td>56.89%</td>
<td>1.15%</td>
</tr>
<tr>
<td>6-4-D</td>
<td>17</td>
<td>76.47%</td>
<td>56.89%</td>
<td>1.00%</td>
</tr>
<tr>
<td>6-4-U</td>
<td>74</td>
<td>59.46%</td>
<td>56.89%</td>
<td>1.72%</td>
</tr>
<tr>
<td>7-3-D</td>
<td>5</td>
<td>40.00%</td>
<td>56.89%</td>
<td>3.55%</td>
</tr>
<tr>
<td>7-3-U</td>
<td>60</td>
<td>50.00%</td>
<td>56.89%</td>
<td>1.53%</td>
</tr>
<tr>
<td>8-2-U</td>
<td>18</td>
<td>38.89%</td>
<td>56.89%</td>
<td>2.30%</td>
</tr>
<tr>
<td>9-1-U</td>
<td>3</td>
<td>33.33%</td>
<td>56.89%</td>
<td>1.93%</td>
</tr>
</tbody>
</table>
</figure>
In the trailing two months, WMT stock is printing a "6-4-D" sequence: six up weeks, four down weeks, with a negative trajectory across the 10-week period. It's a relatively rare sequence, having only materialized 17 times. What makes it unusual is that, even though the balance of accumulative sessions outweighs distributive, the trajectory is negative.
Still, the takeaway here is that in 76.47% of cases, the following week's price action results in upside, with a median return of 1%. Should the bulls maintain control of the market for the next three weeks, a push toward the $97 level is on the cards.
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="576" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/17150554/WMT-stock-10wk-forecast-1024x576.jpg" alt="" class="wp-image-990421" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/17150554/WMT-stock-10wk-forecast-1024x576.jpg 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/17150554/WMT-stock-10wk-forecast-300x169.jpg 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/17150554/WMT-stock-10wk-forecast-768x432.jpg 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/17150554/WMT-stock-10wk-forecast.jpg 1280w" sizes="(max-width: 1024px) 100vw, 1024px" /><figcaption class="wp-element-caption">Image by author</figcaption></figure>
From a trader's perspective, that's what we're going to look for: an upside range between $96.50 to $97 over the next three to four weeks. This is our asymmetric edge, our alternative hypothesis that there may indeed be a (favorable) mispricing in WMT stock.
<h2 class="wp-block-heading">Using Math To Guide Our Trading</h2>
Based on the market intelligence above, there are two ideas to consider. One is the 95/96 bull call spread expiring Aug. 1. This transaction involves buying the $95 call and simultaneously selling the $96 call, for a net debit paid of $53 (the most that can be lost in the trade). Should WMT stock rise through the short strike price ($96) at expiration, the maximum reward is $47, a payout of nearly 89%.
Those traders who want to stretch for a greater reward may consider the 96/97 bull spread expiring Aug. 8. This trade requires a net debit of $47 but if the short strike is triggered at expiration, the maximum reward is $53, a payout of 113%.
The thing about WMT stock is that the 6-4-D quantitative sequence is empirically intriguing. Running a one-tailed binomial test on the sequence reveals a p-value of 8.19%. This means that there's only an 8.19% chance that WMT will rise 76.47% of the time randomly rather than as a "consequence" of the 6-4-D.
Scientifically, a p-value of 8.19% is too high to be considered statistically significant. However, in the context of the stock market's open system, this is about as significant as you're going to get. At the very least, WMT stock deserves close attention over the next few weeks.
The opinions and views expressed in this content are those of the individual author and do not necessarily reflect the views of Benzinga. Benzinga is not responsible for the accuracy or reliability of any information provided herein. This content is for informational purposes only and should not be misconstrued as investment advice or a recommendation to buy or sell any security. Readers are asked not to rely on the opinions or information herein, and encouraged to do their own due diligence before making investing decisions.
Read More:
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<li><a href="https://www.benzinga.com/markets/options/25/07/46453812/best-buy-tariff-struggles-bby-stock-recovery-play">Options Corner: Use This &#8216;Cheat Code&#8217; To Play The Potential Best Buy Recovery</a></li>
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Equities

Options

CHWY

PTON

Options Corner: Use Science To Take Advantage Of Walmart's Mispriced Derivatives

The combined market capitalization of America's seven largest corporations has now overtaken the entire economic output of China, the <a href="https://www.benzinga.com/topic/china">world's second-largest economy</a>.
As of July 17, Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>), Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) and Broadcom Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>) together reached a staggering $18.84 trillion in market value.
That figure now exceeds China's 2024 gross domestic product (GDP), which stood at 134.9 trillion yuan, or roughly $18.7 trillion when converted at current exchange rates.
<figure class="wp-block-table is-style-stripes"> 
<table class="has-fixed-layout">
<thead>
<tr>
<th>Company</th>
<th>Market Cap ($B)</th>
</tr>
</thead>
<tbody>
<tr>
<td>Nvidia</td>
<td>4,217.84</td>
</tr>
<tr>
<td>Microsoft</td>
<td>3,797.20</td>
</tr>
<tr>
<td>Apple</td>
<td>3,137.98</td>
</tr>
<tr>
<td>Amazon</td>
<td>2,369.93</td>
</tr>
<tr>
<td>Alphabet</td>
<td>2,215.35</td>
</tr>
<tr>
<td>Meta</td>
<td>1,761.12</td>
</tr>
<tr>
<td>Broadcom</td>
<td>1,343.95</td>
</tr>
<tr>
<td>Total (U.S.)</td>
<td>$18.84 trillion</td>
</tr>
</tbody>
</table>
</figure>
<h3 class="wp-block-heading">Market Cap vs. GDP? Not The Same Thing</h3>
This valuation supremacy is fueled by a concentrated wave of investor enthusiasm around artificial intelligence and future cash flow generation. Nvidia alone now holds over $4.2 trillion in market cap, riding a 2024 rally powered by GPU dominance in AI workloads.
Yet, while the headline comparison is striking, it's important to recognize that market capitalization and GDP measure entirely different things. 
One is the total value of a company's stock at a moment in time. The other tracks an entire country's economic output over a year.
One is a stock, the other a flow—so the comparison, while headline-worthy, is not economically sound.
Still, the fact that just seven U.S. companies are now "worth" more than China's entire economy says a lot about how much confidence investors have in American tech.
<h3 class="wp-block-heading">Comparing Apples to Apples: U.S. vs. China's Top 7 Stocks</h3>
While comparing Wall Street's Big 7 to China's entire GDP generates headlines, a fairer—and more financially sound—comparison pits the largest U.S. companies against the largest Chinese companies by market cap. The result is still striking.
As of July 17, the combined market capitalization of China's seven biggest publicly traded firms stood at just $2.3 trillion, or 12% of the $18.84 trillion total commanded by the U.S. tech titans.
By comparison, Nvidia alone has a market cap of $4.2 trillion, nearly double the value of China's top seven combined.
<figure class="wp-block-table is-style-stripes"> 
<table class="has-fixed-layout">
<thead>
<tr>
<th>Company</th>
<th>Market Cap ($B)</th>
</tr>
</thead>
<tbody>
<tr>
<td>Tencent Holdings Ltd. (OTCPK: TCEHY)</td>
<td>597.05</td>
</tr>
<tr>
<td>Industrial and Commercial Bank of China Ltd. (OTCPK: IDCBY)</td>
<td>361.61</td>
</tr>
<tr>
<td>Agricultural Bank of China Ltd. (OTCPK: ACGBY)</td>
<td>301.15</td>
</tr>
<tr>
<td>China Construction Bank Corp. (OTCPK: CICHY)</td>
<td>285.63</td>
</tr>
<tr>
<td>Alibaba Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>)</td>
<td>266.88</td>
</tr>
<tr>
<td>Kweichow Moutai Co. Ltd. (OTCPK: KWEHY)</td>
<td>247.84</td>
</tr>
<tr>
<td>China Mobile Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CHL#NYSE">CHL</a>)</td>
<td>244.59</td>
</tr>
<tr>
<td>Total (China&#8217;s TOP 7)</td>
<td>$2.3 trillion</td>
</tr>
</tbody>
</table>
</figure>
Now Read:
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Asia

AAPL

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AVGO

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CICHY

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TCEHY

Wall Street's Big 7 Are Now Bigger Than China's Entire Economy

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders will search for circumstances when the market estimation of an option diverges heavily from its normal worth. High amounts of trading activity could push option prices to exaggerated or underestimated levels. 
Below are some instances of options activity happening in the Consumer Discretionary 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>TSLA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>07/18/25</td>
<td>$325.00</td>
<td>$27.5K</td>
<td>19.4K</td>
<td>116.7K</td>
</tr>
<tr>
<td>AMZN</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/18/25</td>
<td>$222.50</td>
<td>$40.5K</td>
<td>8.1K</td>
<td>11.4K</td>
</tr>
<tr>
<td>FFAI</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$2.50</td>
<td>$41.9K</td>
<td>1.0K</td>
<td>2.3K</td>
</tr>
<tr>
<td>JD</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$33.00</td>
<td>$44.7K</td>
<td>3.7K</td>
<td>1.5K</td>
</tr>
<tr>
<td>SBET</td>
<td>CALL</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>08/15/25</td>
<td>$30.00</td>
<td>$31.7K</td>
<td>8.8K</td>
<td>1.5K</td>
</tr>
<tr>
<td>DASH</td>
<td>CALL</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>07/25/25</td>
<td>$250.00</td>
<td>$41.2K</td>
<td>293</td>
<td>1.2K</td>
</tr>
<tr>
<td>QS</td>
<td>CALL</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>01/15/27</td>
<td>$22.00</td>
<td>$44.0K</td>
<td>413</td>
<td>1.1K</td>
</tr>
<tr>
<td>GME</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$26.00</td>
<td>$29.0K</td>
<td>3.3K</td>
<td>1.1K</td>
</tr>
<tr>
<td>RIVN</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>12/17/27</td>
<td>$12.00</td>
<td>$28.4K</td>
<td>903</td>
<td>724</td>
</tr>
<tr>
<td>CBRL</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$62.50</td>
<td>$48.3K</td>
<td>123</td>
<td>258</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• Regarding TSLA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>), we observe a call option sweep with bullish sentiment. It expires in 1 day(s) on July 18, 2025. Parties traded 201 contract(s) at a $325.00 strike. This particular call needed to be split into 24 different trades to become filled. The total cost received by the writing party (or parties) was $27.5K, with a price of $138.0 per contract. There were 19451 open contracts at this strike prior to today, and today 116782 contract(s) were bought and sold. 
• Regarding AMZN (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), we observe a call option sweep with bearish sentiment. It expires in 1 day(s) on July 18, 2025. Parties traded 200 contract(s) at a $222.50 strike. This particular call needed to be split into 7 different trades to become filled. The total cost received by the writing party (or parties) was $40.5K, with a price of $203.0 per contract. There were 8146 open contracts at this strike prior to today, and today 11405 contract(s) were bought and sold. 
• Regarding FFAI (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FFAI#NASDAQ">FFAI</a>), we observe a put option sweep with bullish sentiment. It expires in 29 day(s) on August 15, 2025. Parties traded 891 contract(s) at a $2.50 strike. This particular put needed to be split into 25 different trades to become filled. The total cost received by the writing party (or parties) was $41.9K, with a price of $47.0 per contract. There were 1007 open contracts at this strike prior to today, and today 2347 contract(s) were bought and sold. 
• For JD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JD#NASDAQ">JD</a>), we notice a call option sweep that happens to be bearish, expiring in 29 day(s) on August 15, 2025. This event was a transfer of 300 contract(s) at a $33.00 strike. This particular call needed to be split into 27 different trades to become filled. The total cost received by the writing party (or parties) was $44.7K, with a price of $149.0 per contract. There were 3736 open contracts at this strike prior to today, and today 1567 contract(s) were bought and sold. 
• Regarding SBET (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SBET#NASDAQ">SBET</a>), we observe a call option sweep with neutral sentiment. It expires in 29 day(s) on August 15, 2025. Parties traded 40 contract(s) at a $30.00 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 $31.7K, with a price of $796.0 per contract. There were 8827 open contracts at this strike prior to today, and today 1549 contract(s) were bought and sold. 
• Regarding DASH (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DASH#NASDAQ">DASH</a>), we observe a call option sweep with neutral sentiment. It expires in 8 day(s) on July 25, 2025. Parties traded 1083 contract(s) at a $250.00 strike. This particular call needed to be split into 77 different trades to become filled. The total cost received by the writing party (or parties) was $41.2K, with a price of $38.0 per contract. There were 293 open contracts at this strike prior to today, and today 1294 contract(s) were bought and sold. 
• For QS (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/QS#NYSE">QS</a>), we notice a call option sweep that happens to be neutral, expiring in 547 day(s) on January 15, 2027. This event was a transfer of 100 contract(s) at a $22.00 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 $44.0K, with a price of $440.0 per contract. There were 413 open contracts at this strike prior to today, and today 1197 contract(s) were bought and sold. 
• Regarding GME (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GME#NYSE">GME</a>), we observe a call option sweep with bullish sentiment. It expires in 29 day(s) on August 15, 2025. Parties traded 467 contract(s) at a $26.00 strike. This particular call needed to be split into 467 different trades to become filled. The total cost received by the writing party (or parties) was $29.0K, with a price of $62.0 per contract. There were 3380 open contracts at this strike prior to today, and today 1193 contract(s) were bought and sold. 
• Regarding RIVN (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RIVN#NASDAQ">RIVN</a>), we observe a call option trade with bearish sentiment. It expires in 883 day(s) on December 17, 2027. Parties traded 49 contract(s) at a $12.00 strike. The total cost received by the writing party (or parties) was $28.4K, with a price of $580.0 per contract. There were 903 open contracts at this strike prior to today, and today 724 contract(s) were bought and sold. 
• For CBRL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CBRL#NASDAQ">CBRL</a>), we notice a put option sweep that happens to be bearish, expiring in 29 day(s) on August 15, 2025. This event was a transfer of 250 contract(s) at a $62.50 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 $48.3K, with a price of $194.0 per contract. There were 123 open contracts at this strike prior to today, and today 258 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.

CBRL

DASH

Faraday Future Intelligent Electric Inc. - Class A Common Stock

FFAI

RIVN

SBET

TSLA

10 Consumer Discretionary Stocks Whale Activity In Today's Session

From penny stock to poster child for quantum hype, Rigetti Computing Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RGTI#NASDAQ">RGTI</a>) has <a href="https://www.benzinga.com/quote/RGTI/news">surged over 1,300%</a> in the past year &#8211; but its CEO Subodh Kulkarni says real commercial traction is still years away.
You'd think a ten-bagger would come with mainstream adoption. Not so fast, says Kulkarni. 
Despite the eye-popping run that's pushed the quantum computing startup's valuation to roughly $1 billion, Kulkarni insists the market's just getting started — and Rigetti's big moment won't arrive for another four years.
"We expect to see commercial interest pick up when we reach quantum advantage&#8230; we are about four years away from that," he told Benzinga in an exclusive interview over email.
That might sound like a buzzkill, but it's a calculated strategy. Rigetti isn't chasing headlines — it's targeting a scalable, fault-tolerant architecture that can actually deliver results. 
The company's bet on superconducting qubits (same tech as Alphabet Inc&#8216;s (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 and IBM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>)) gives it a shot at ultra-fast gate speeds, which Kulkarni claims are 1,000x faster than rivals like ion trap systems.
Read Also: <a href="https://www.benzinga.com/markets/tech/25/07/46369349/quantum-stock-watch-zenatechs-ai-drone-framework-microcloud-hologram-investments-make-waves">Quantum Stock Watch: ZenaTech&#8217;s AI-Drone Framework, MicroCloud Hologram Investments Make Waves</a>
And it's not flying solo. Rigetti's QPUs are already integrated into Amazon.com Inc&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) Braket and Microsoft Corp&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) Azure, giving the company a seat at the table alongside Big Tech. Its systems are also available for use at government-backed quantum labs in the U.S. and U.K. — a rare sign of institutional trust in a field that's often long on theory and short on delivery.
"We're not ahead of demand — demand exists now," Kulkarni added, referencing interest from financial institutions and national labs.
Still, Rigetti remains a microcap with massive volatility. The stock may have outrun fundamentals for now, but with a roadmap toward 1,000+ qubits and error correction, Rigetti wants to be more than just a speculative flyer.
If it hits its technical milestones by 2028, this $1 billion anomaly might just become the market's next quantum blue chip.
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/tech/25/07/46445139/rigetti-just-made-a-quantum-leap-fueling-a-rally-thats-hard-to-ignore">Rigetti Just Made A Quantum Leap &#8211; Fueling A Rally That&#8217;s Hard To Ignore</a></li>
</ul>
Photo: Shutterstock

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GOOG

RGTI

EXCLUSIVE: This Stock's Up 1,300% — But CEO Says The Real Payoff's 4 Years Away

SAN FRANCISCO, July 17 (Reuters) - Amazon <a href="https://workspace.refinitiv.com/web/apps/quotewebapi?RIC=AMZN.O">AMZN.O</a> cut jobs in its Amazon Web Services cloud computing unit Thursday, a spokesperson confirmed following a Reuters inquiry. Several groups within AWS were impacted.

News

General

'Amazon's AWS cloud computing unit cuts jobs'- Reuters Exclusive

A global buildout of datacenter infrastructure is charging ahead to meet the immense computing power needed for AI ambitions by tech giants like Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>), Palantir Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>), Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>)<a href="https://www.benzinga.com/tech"> and others. </a>
Goldman Sachs now expects global datacenter demand to soar 50% by 2027, setting the stage for a massive expansion in power generation and infrastructure investment across the AI value chain.
In a note shared this week, the firm analyst James Schneider projected that global datacenter demand will jump from 62 gigawatts (GW) in the second half of 2025 to 92 GW by 2027—a 50% increase in just over two years. AI workloads are expected to drive that growth, expanding their share of total demand from 13% to 28% by 2027, while traditional workloads shrink to 21%.
Overall, Goldman expects global datacenter power demand to rise 165% by 2030, a shift so large that, if isolated, it would place datacenters among the world's top 10 electricity consumers.
<h2 class="wp-block-heading">Can Supply Keep Up?</h2>
Datacenter supply is projected to grow nearly as fast, with global capacity rising from 68 GW today to 137 GW by 2030—a 15% compound annual growth rate. 
But power constraints are looming. In the U.S., where datacenters already consume 4% of electricity, Goldman forecasts that share to more than double by the end of the decade.
Meeting that power need will require 72 GW of new generation capacity, with 25%-30% likely coming from solar and 30% each from combined-cycle and peaker natural gas plants. 
Adding momentum to the datacenter arms race, Meta CEO Mark Zuckerberg recently posted on Threads that the company is building two multi-gigawatt AI clusters: Prometheus, a 1 GW supercluster expected in 2026, and Hyperion, which could deliver at least 5 GW of compute capacity by 2030.
"We&#8217;re… going to invest hundreds of billions of dollars into compute to build superintelligence," Zuckerberg wrote.
Bank of America analyst Justin Post said the statement "signals to the Street that the AI capex cycle is far from over." Post raised his 2026 Meta capex estimate by $6 billion and now expects $229 billion in total capex spend from 2025 to 2027.
<h2 class="wp-block-heading">Who Benefits From The Datacenter Boom?</h2>
According to Goldman, datacenter operators such as Digital Realty Trust Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DLR#NYSE">DLR</a>) and Equinix Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EQIX#NASDAQ">EQIX</a>) are positioned to sustain profitability above historic levels. The tight supply-demand balance also benefits infrastructure and industrial players.
Cummins Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMI#NYSE">CMI</a>) now sees 35% of its power generation sales linked to datacenters, while Caterpillar Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CAT#NYSE">CAT</a>) generates about $2.8 billion annually from the segment. Together, they&#8217;re projected to supply 6–7 GW in backup generator capacity this year.
Jabil Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JBL#NYSE">JBL</a>) raised its fiscal 2025 AI-related revenue forecast to $8.5 billion, up from $7.5 billion in the prior quarter, citing strong demand and near-peak utilization at some factories.
Read Next:
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<li><a href="https://www.benzinga.com/markets/tech/25/07/46466318/nvidias-a-startup-with-apples-margins-amds-just-priced-like-one">Nvidia&#8217;s A Startup With Apple&#8217;s Margins &#8211; AMD&#8217;s Just Priced Like One</a></li>
</ul>
Photo: KM Stock/Shutterstock

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EQIX

Meta, Palantir, Amazon Are All-In On AI—Can Datacenters Keep Up?

In today's rapidly changing and highly competitive business world, it is vital for investors and industry enthusiasts to carefully assess companies. In this article, we will perform a comprehensive industry comparison, evaluating Amazon.com (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) against its key competitors in the Broadline Retail industry. By analyzing important financial metrics, market position, and growth prospects, we aim to provide valuable insights for investors and shed light on company's performance within the industry.
<h3>Amazon.com Background</h3>
Amazon is the leading online retailer and marketplace for third party sellers. Retail related revenue represents approximately 75% of total, followed by Amazon Web Services' cloud computing, storage, database, and other offerings (15%), advertising services (5% to 10%), and other the remainder. International segments constitute 25% to 30% of Amazon's non-AWS sales, led by Germany, the United Kingdom, and Japan.
<table>
<thead>
<tr>
<th>Company</th>
<th>P/E</th>
<th>P/B</th>
<th>P/S</th>
<th>ROE</th>
<th>EBITDA (in billions)</th>
<th>Gross Profit (in billions)</th>
<th>Revenue Growth</th>
</tr>
</thead>
<tbody>
<tr>
<td>Amazon.com Inc</td>
<td>36.35</td>
<td>7.75</td>
<td>3.69</td>
<td>5.79%</td>
<td>$36.48</td>
<td>$78.69</td>
<td>8.62%</td>
</tr>
<tr>
<td>Alibaba Group Holding Ltd</td>
<td>15.48</td>
<td>1.96</td>
<td>2.01</td>
<td>1.23%</td>
<td>$21.8</td>
<td>$90.83</td>
<td>6.57%</td>
</tr>
<tr>
<td>PDD Holdings Inc</td>
<td>11.25</td>
<td>3.24</td>
<td>2.77</td>
<td>4.59%</td>
<td>$16.09</td>
<td>$54.73</td>
<td>10.21%</td>
</tr>
<tr>
<td>MercadoLibre Inc</td>
<td>59.17</td>
<td>24.37</td>
<td>5.45</td>
<td>10.56%</td>
<td>$0.92</td>
<td>$2.77</td>
<td>36.97%</td>
</tr>
<tr>
<td>Coupang Inc</td>
<td>223</td>
<td>12.97</td>
<td>1.84</td>
<td>2.53%</td>
<td>$0.36</td>
<td>$2.32</td>
<td>11.16%</td>
</tr>
<tr>
<td>JD.com Inc</td>
<td>7.69</td>
<td>1.40</td>
<td>0.29</td>
<td>4.6%</td>
<td>$14.27</td>
<td>$47.85</td>
<td>15.78%</td>
</tr>
<tr>
<td>eBay Inc</td>
<td>18.49</td>
<td>7.16</td>
<td>3.66</td>
<td>9.95%</td>
<td>$0.77</td>
<td>$1.86</td>
<td>1.13%</td>
</tr>
<tr>
<td>Ollie's Bargain Outlet Holdings Inc</td>
<td>39.18</td>
<td>4.52</td>
<td>3.36</td>
<td>2.78%</td>
<td>$0.07</td>
<td>$0.24</td>
<td>13.35%</td>
</tr>
<tr>
<td>Vipshop Holdings Ltd</td>
<td>7.80</td>
<td>1.39</td>
<td>0.54</td>
<td>4.85%</td>
<td>$2.45</td>
<td>$6.08</td>
<td>-4.98%</td>
</tr>
<tr>
<td>Dillard's Inc</td>
<td>12.21</td>
<td>3.71</td>
<td>1.08</td>
<td>8.97%</td>
<td>$0.26</td>
<td>$0.69</td>
<td>-1.64%</td>
</tr>
<tr>
<td>MINISO Group Holding Ltd</td>
<td>16.14</td>
<td>3.66</td>
<td>2.23</td>
<td>3.98%</td>
<td>$0.65</td>
<td>$1.96</td>
<td>18.89%</td>
</tr>
<tr>
<td>Macy's Inc</td>
<td>6.09</td>
<td>0.74</td>
<td>0.15</td>
<td>0.84%</td>
<td>$0.31</td>
<td>$2.0</td>
<td>-4.14%</td>
</tr>
<tr>
<td>Savers Value Village Inc</td>
<td>70.71</td>
<td>3.71</td>
<td>1.06</td>
<td>-1.13%</td>
<td>$0.03</td>
<td>$0.2</td>
<td>4.51%</td>
</tr>
<tr>
<td>Kohl's Corp</td>
<td>8.61</td>
<td>0.28</td>
<td>0.07</td>
<td>-0.4%</td>
<td>$0.23</td>
<td>$1.4</td>
<td>-4.41%</td>
</tr>
<tr>
<td>Hour Loop Inc</td>
<td>168</td>
<td>10.16</td>
<td>0.42</td>
<td>11.93%</td>
<td>$0.0</td>
<td>$0.01</td>
<td>4.68%</td>
</tr>
<tr>
<td>Average</td>
<td>47.42</td>
<td>5.66</td>
<td>1.78</td>
<td>4.66%</td>
<td>$4.16</td>
<td>$15.21</td>
<td>7.72%</td>
</tr>
</tbody>
</table>
<style>
 table {
 width: 100%;
 border-collapse: collapse;
 font-family: Arial, sans-serif;
 font-size: 14px;
 }

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

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

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

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

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

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

 .dividend-frequency {
 font-size: 12px;
 color: #6c757d;
 }
 </style>Through a meticulous analysis of Amazon.com, we can observe the following trends: 
<ul>
<li>
The stock's Price to Earnings ratio of 36.35 is lower than the industry average by 0.77x, suggesting potential value in the eyes of market participants.
</li>
<li>
The elevated Price to Book ratio of 7.75 relative to the industry average by 1.37x suggests company might be overvalued based on its book value.
</li>
<li>
With a relatively high Price to Sales ratio of 3.69, which is 2.07x the industry average, the stock might be considered overvalued based on sales performance.
</li>
<li>
The Return on Equity (ROE) of 5.79% is 1.13% above the industry average, highlighting efficient use of equity to generate profits.
</li>
<li>
The Earnings Before Interest, Taxes, Depreciation, and Amortization (EBITDA) of $36.48 Billion is 8.77x above the industry average, highlighting stronger profitability and robust cash flow generation.
</li>
<li>
Compared to its industry, the company has higher gross profit of $78.69 Billion, which indicates 5.17x above the industry average, indicating stronger profitability and higher earnings from its core operations.
</li>
<li>
With a revenue growth of 8.62%, which surpasses the industry average of 7.72%, the company is demonstrating robust sales expansion and gaining market share.
</li>
</ul>
<h3>Debt To Equity Ratio</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1752764462_0.png" alt="debt to equity" />
The debt-to-equity (D/E) ratio is a key indicator of a company's financial health and its reliance on debt financing.
Considering the debt-to-equity ratio in industry comparisons allows for a concise evaluation of a company's financial health and risk profile, aiding in informed decision-making.
In light of the Debt-to-Equity ratio, a comparison between Amazon.com and its top 4 peers reveals the following information:
<ul>
<li>
When considering the debt-to-equity ratio, Amazon.com exhibits a stronger financial position compared to its top 4 peers.
</li>
<li>
This indicates that the company has a favorable balance between debt and equity, with a lower debt-to-equity ratio of 0.44, which can be perceived as a positive aspect by investors.
</li>
</ul>
<h3>Key Takeaways</h3>
For Amazon.com in the Broadline Retail industry, the PE ratio is low compared to peers, indicating potential undervaluation. The PB and PS ratios are high, suggesting strong market sentiment and revenue multiples. In terms of ROE, EBITDA, gross profit, and revenue growth, Amazon.com outperforms its industry peers, reflecting strong profitability and growth potential.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Markets

Competitor Analysis: Evaluating Amazon.com And Competitors In Broadline Retail Industry

Tech bull Daniel Ives has listed his top five picks for the second half of 2025, reiterating that the &#8220;golden age of tech&#8221; was here with the artificial intelligence (AI) revolution to the fore.
What Happened: According to an X post by Dan Ives, Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Palantir Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>), Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>), and Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) are his top five picks for the second half of 2025.
<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">Nvidia, Palantir, Microsoft, Meta, and Tesla-our Top 5 names in tech for the second half of the year.. golden age of tech here with AI Revolution &#x1f3c6;&#x1f525;&#x1f4fa;&#x1f3af;&#x1f402;&#x1f447; <a href="https://twitter.com/CNBCFastMoney?ref_src=twsrc%5Etfw">@CNBCFastMoney</a> <a href="https://twitter.com/CNBC?ref_src=twsrc%5Etfw">@CNBC</a> <a href="https://twitter.com/CNBCtech?ref_src=twsrc%5Etfw">@CNBCtech</a> <a href="https://t.co/vs67ZHpjVG">https://t.co/vs67ZHpjVG</a> <a href="https://t.co/CcmEbddIpd">pic.twitter.com/CcmEbddIpd</a>
&mdash; Dan Ives (@DivesTech) <a href="https://twitter.com/DivesTech/status/1945644482139230297?ref_src=twsrc%5Etfw">July 17, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
Highlighting that only 4% of all the U.S. enterprises have spent on AI, Ives underscored that he sees a capital expenditure &#8220;explosion&#8221; by firms on AI, equating it to a &#8220;fourth industrial revolution,&#8221; in a conversation <a href="https://www.cnbc.com/video/2025/07/16/wedbushs-dan-ives-says-wall-street-is-underestimating-ai-driven-growth.html?__source=sharebar&#x7C;twitter&amp;par=sharebar">with</a> CNBC. 
Drawing an analogy to a party, he said that the AI party was still nascent. &#8220;It was 9:00 p.m., it&#8217;s now 10:00 p.m., and it goes to 4:00 a.m., and that&#8217;s why I believe that you buy these stocks, and I think Q2 is going to be a start golden age of tech stocks.&#8221;
Ives also said that the second quarter is going to be a &#8220;very bullish tech earnings season,&#8221; as the use cases of AI explode, which is bullish for software and hyperscaler firms. He also sees Microsoft reaching a $5 trillion market cap along with Nvidia in the next 18 months.
Apart from his top five picks, Ives also restated his bullishness on <a href="https://www.benzinga.com/markets/tech/25/07/46400448/dan-ives-bets-on-cybersecurity-as-biggest-subsector-in-tech-for-2025-expects-strong-q2-earnings-from-crowdstrike-zscaler-palo-alto-check-point">cybersecurity as the top subsector</a> within technology. According to him, as the world moves toward using cloud services for storing data, strong cybersecurity services become imperative for the protection of data. 
See Also: <a href="https://www.benzinga.com/markets/economic-data/25/07/46461053/federal-reserves-beige-book-reveals-tariff-driven-profit-squeeze-as-businesses-avoid-price-hikes-what-it-means-for-consumers">Federal Reserve&#8217;s Beige Book Reveals Tariff-Driven Profit Squeeze As Businesses Avoid Price Hikes — What It Means for Consumers</a>
Why It Matters: The big tech earnings will be kicked off by Netflix Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>), scheduled to report on Thursday, July 17, after market close. 
Other significant tech earnings, such as Microsoft, Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), and Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>), are expected in the coming weeks.
Price Action: The SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) and Invesco QQQ Trust ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>), which track the S&amp;P 500 index and Nasdaq 100 index, respectively, were slightly higher in premarket on Thursday. The SPY was up 0.069% at $624.65, while the QQQ advanced 0.18% to $558.29, according to <a href="https://pro.benzinga.com/dashboard">Benzinga P</a>ro data.
Read Next:
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<li><a href="https://www.benzinga.com/markets/equities/25/07/46439852/aapl-stock-would-soar-if-it-buys-this-says-jim-cramer-continued-buybacks-will-do-nothing" target="_blank" rel="noreferrer noopener">AAPL ‘Stock Would Soar' If It Buys This, Says Jim Cramer: ‘Continued Buybacks Will Do Nothing'</a></li>
</ul>
Photo courtesy: Shutterstock

NFLX

Dan Ives Picks 5 Stocks For 2nd Half Of 2025: Nvidia, Palantir, Microsoft And More: 'Golden Age Of Tech Is Here With AI Revolution'

Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) has introduced a new platform aimed at revolutionizing the workplace with AI technology.
What Happened: Amazon Web Services (AWS) on Wednesday unveiled the Amazon Bedrock AgentCore, a customizable service that allows businesses to create a network of interconnected AI agents. These agents can perform tasks such as data analysis and coding, freeing up human employees to focus on more creative and strategic work, <a href="https://www.semafor.com/article/07/16/2025/amazon-launches-ai-agent-building-platform-for-businesses-to-help-boost-productivity">reported</a> Semafor.
The platform was introduced by Swami Sivasubramanian, the company&#8217;s vice president of agentic AI, at the AWS Summit in New York.
The AI agents can operate in the background for up to eight hours and are compatible with popular MCP and A2A protocols, enabling communication with other agents outside the company.
Deepak Singh, vice president of developer agents and experiences, described AgentCore as a significant step towards the widespread adoption of agentic AI, likening its potential to that of the internet.
See Also: <a href="https://benzinga.com/markets/tech/25/07/46438576/nvidia-is-on-a-march-to-5-trillion-market-capitalization-says-dan-ives-as-he-predicts-bullish-environment-for-tech-and-crypto-very-strong-second-half" target="_blank" rel="noopener">Nvidia Is &#8216;On A March To $5 Trillion&#8217; Market Capitalization, Says Dan Ives As He Predicts Bullish Environment For Tech And Crypto: &#8216;Very Strong Second Half&#8217;</a>
Amazon&#8217;s announcement comes on the heels of similar product launches from rivals like Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), Alphabet Inc.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) Google, and OpenAI. However, AWS sets itself apart by offering agents that are compatible with any framework or model, not just those within the Bedrock ecosystem.
At the New York event, Amazon also introduced a dashboard for employers to monitor agent performance and a marketplace for developers to buy and sell agents.
Why It Matters: Amazon&#8217;s new platform is the latest in a series of moves by the company to solidify its position in the AI space.
In June, Amazon launched a new team within its consumer R&amp;D division to focus on <a href="https://www.benzinga.com/markets/tech/25/06/45783322/amazon-launches-new-agentic-ai-group-to-boost-robotics-enhance-user-interactions">agentic artificial intelligence</a>. In July, the company unveiled <a href="https://www.benzinga.com/markets/tech/25/07/46342110/amazon-unveils-powerful-new-ai-servers-to-support-nvidias-most-advanced-chips">powerful new AI servers</a> to support Nvidia Corp.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) most advanced chips.
Amazon&#8217;s commitment to AI is further evidenced by its potential <a href="https://www.benzinga.com/markets/tech/25/07/46336890/amazon-may-pour-billions-more-into-anthropic-as-13-8-billion-ai-bet-grows-report">multibillion-dollar investment</a> in Anthropic, a San Francisco-based AI model builder. The company is reportedly considering an additional investment to extend its existing $8 billion commitment.
Price Action: Amazon ended Wednesday at $223.19, down 1.40% and gained slightly to $223.95 in pre-market trading, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro data</a>.
Read Next: 
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</ul>
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: Shutterstock

Amazon's Bedrock AgentCore Platform Hints At Future Of Work: AI Agents That Think, Code And Collaborate

On Thursday, South Korea's Supreme Court cleared Samsung Electronics (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>) chairman Jay Y. Lee of stock <a href="https://www.benzinga.com/news/management/25/02/43440540/samsungs-jay-y-lee-acquitted-shifting-focus-to-business-challenges">manipulation and accounting fraud charges</a> related to a 2015 merger, ending a nearly decade-long legal battle.
What Happened: The ruling upholds a lower court decision that dismissed all charges against Lee involving the $8 billion merger between Samsung C&amp;T and Cheil Industries, reported Reuters.
Prosecutors had alleged the deal was orchestrated to solidify Lee's control over Samsung Group following his father's incapacitation in 2014.
Lee's legal team welcomed the outcome, stating that the court confirmed the legality of the merger. The Korea Enterprises Federation also praised the verdict, calling it a stabilizing move for South Korea's economy, the report added.
See Also:&nbsp;<a href="https://www.benzinga.com/news/education/25/06/45983347/jensen-huang-gave-12-6-million-to-charity-then-nvidias-stock-made-it-billions" target="_blank" rel="noreferrer noopener">Jensen Huang Gave $12.6 Million To Charity, Then Nvidia&#8217;s Stock Made It Billions</a>
"The Supreme Court ruling clears a layer of legal uncertainty, which could be a long-term positive for Samsung," said Ryu Young-ho, senior analyst at NH Investment &amp; Securities. "It remains to be seen how directly and proactively he will engage going forward."
Samsung Electronics shares jumped 3.1% following the decision, outperforming the broader KOSPI index. Analysts also cited a downgrade of rival SK Hynix by Goldman Sachs as a factor in the stock movement, the report added.
Why It's Important: Samsung, which warned of a <a href="https://www.benzinga.com/markets/tech/25/07/46288786/us-export-bans-and-nvidia-supply-issues-crush-samsung-chip-profits-hopes-rest-on-ultra-thin-foldables-smartwatches-and-possible-xr-debut-at-galaxy-unpacked-event">56% drop in the second-quarter</a> operating profit, is under pressure to regain momentum in AI chip development and revive its struggling semiconductor division.
In 2024, during his two-week trip to the U.S., Lee held meetings with Meta Platforms, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) CEO Mark Zuckerberg, Amazon.com Inc.'s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) Andy Jassy and Qualcomm Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>) CEO Cristiano Amon.
Their discussions focused on collaboration opportunities in artificial intelligence, cloud services, and semiconductors.
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Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: Sybillla / Shutterstock.com

QCOM

SSNLF

Samsung Chairman Jay Y. Lee Acquitted Of Stock Manipulation By South Korea's Supreme Court

Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) and Amazon Web Services are launching a $6 million initiative to attract 30 U.S. startups to build AI applications using Meta&#8217;s open-source Llama model, positioning the partnership as a strategic counter to OpenAI&#8216;s closed-source dominance.
What Happened: The program offers each selected startup $200,000 in AWS cloud computing credits and six months of technical support from both companies&#8217; engineers. AWS Vice President Jon Jones <a href="https://edition.cnn.com/2025/07/16/tech/meta-aws-llama-ai-startups-partnership">told</a> CNN the initiative aims to &#8220;empower founders to build transformative AI using Llama models,&#8221; with applications opening this summer.
For Meta, the collaboration comes as CEO Mark Zuckerberg pours billions into AI development, recently creating a superintelligence team and offering compensation packages up to $300 million <a href="https://www.benzinga.com/news/24/03/37926522/mark-zuckerbergs-shiny-new-300m-diesel-powered-mega-yacht-casts-a-big-question-mark-on-his-climate-h">over four years to poach top researchers</a> from competitors, including OpenAI. 
The company hired OpenAI researchers Jason Wei and Hyung Won Chung for its AI lab, following Zuckerberg&#8217;s strategy to make Llama the <a href="https://www.benzinga.com/markets/tech/25/07/46434602/mark-zuckerbergs-meta-poaches-top-openai-researchers-jason-wei-and-hyung-won-chung-for-its-superintelligence-lab-report">industry standard for AI development</a>.
See Also: <a href="https://www.benzinga.com/markets/tech/25/07/46460070/elon-musks-xai-faces-industry-backlash-over-reckless-ai-safety-practices-as-regulatory-scrutiny-intensifies">Elon Musk&#8217;s xAI Faces Industry Backlash Over &#8216;Reckless&#8217; AI Safety Practices As Regulatory Scrutiny Intensifies</a>
The partnership highlights the industry&#8217;s fundamental divide between open-source and closed-source AI models. While OpenAI&#8217;s ChatGPT and Anthropic&#8217;s Claude remain proprietary, Meta&#8217;s Llama provides free access to its underlying code. Zuckerberg argues open-source AI is &#8220;necessary for a positive AI future&#8221; and will democratize the technology&#8217;s benefits.
Why It Matters: AWS customers already use Llama for financial technology tools and customer relationship management systems for auto dealerships. The initiative could generate long-term revenue for Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) if startups continue using AWS services beyond the six-month program.
The timing coincides with Meta facing an $8 billion <a href="https://www.benzinga.com/news/legal/25/07/46458910/meta-shareholders-sue-mark-zuckerberg-peter-thiel-for-8-billion-over-privacy-violations-linked-to-cambridge-analytica-scandal">shareholder lawsuit over</a> Cambridge Analytica privacy violations and intense competition from ByteDance&#8217;s Swan mixed reality goggles. Meta has invested $16 billion in Reality Labs and plans additional data center <a href="https://www.benzinga.com/markets/tech/25/07/46425393/metas-metaverse-dreams-tested-by-new-bytedance-swan-goggles">investments to support its AI ambitions.</a>
&#8220;Startups are some of the most creative forces in tech,&#8221; said Ash Jhaveri, Meta&#8217;s vice president of AI partnerships. The program will select participants based on their technical capabilities and potential solution impact.
Read Next:
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<li><a href="https://www.benzinga.com/markets/large-cap/25/07/46458652/tim-cooks-new-job-is-keeping-trump-happy-says-economist-justin-wolfers-innovation-takes-a-back-seat-to-political-favoritism" target="_blank" rel="noreferrer noopener">Tim Cook's New Job Is Keeping Trump ‘Happy,' Says Economist Justin Wolfers: ‘Innovation Takes A Back Seat To Political Favoritism'</a></li>
</ul>
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo Courtesy: Skorzewiak on Shutterstock.com

Meta, AWS Roll Out $6 Million Startup Program To Counter OpenAI, Make Llama The Go-To AI Model For Builders

<a href="https://www.theinformation.com/articles/investors-float-deal-valuing-anthropic-100-billion" title="https://www.theinformation.com/articles/investors-float-deal-valuing-anthropic-100-billion">https://www.theinformation.com/articles/investors-float-deal-valuing-anthropic-100-billion</a>

'Investors Float Deal Valuing Anthropic at More Than $100 Billion' - The Information

<a href="https://www.semafor.com/article/07/16/2025/amazon-launches-ai-agent-building-platform-for-businesses-to-help-boost-productivity" title="https://www.semafor.com/article/07/16/2025/amazon-launches-ai-agent-building-platform-for-businesses-to-help-boost-productivity">https://www.semafor.com/article/07/16/2025/amazon-launches-ai-agent-building-platform-for-businesses-to-help-boost-productivity</a>

'Amazon Launches AI Agent-Building Platform For Businesses To Help Boost Productivity' - Semafor

Amazon.com's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NYSE">AMZN</a>) short percent of float has risen 13.64% since its last report. The company recently reported that it has 70.66 million shares sold short, which is 0.75% of all regular shares that are available for trading. Based on its trading volume, it would take traders 1.37 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>Amazon.com Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1752674420_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Amazon.com has grown since its last report. This does not mean that the stock is going to fall in the near-term but traders should be aware that more shares are being shorted.
<h3>Comparing Amazon.com'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>, Amazon.com's peer group average for short interest as a percentage of float is 10.94%, 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's Driving the Market Sentiment Around Amazon.com?

Cantor Fitzgerald analyst Deepak Mathivanan maintains Amazon.com (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) with a Overweight and raises the price target from $240 to $260.

Price Target

Cantor Fitzgerald Maintains Overweight on Amazon.com, Raises Price Target to $260

When <a href="https://www.benzinga.com/tech">three of tech</a>'s most iconic CEOs start cashing out, you've got to wonder &#8211; are they just diversifying, or do they see something the rest of us don't?
<h2 class="wp-block-heading">Bezos' Billion-Dollar Dump: Just Another Tuesday?</h2>
Jeff Bezos filed to sell 6.7 million Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) shares worth a cool $1.5 billion. It's part of a pre-scheduled plan, sure—but even so, that's not pocket change. Yet Amazon stock barely flinched. Investors seem to be taking the "no surprise here" route, brushing it off as routine. But the timing has sparked fresh curiosity: why now?
Read Also: <a href="https://www.benzinga.com/node/46424013">Rivian CEO Joins Bezos &amp; Gates Divorce Club—Voting Power Slashed Before R2 Debut</a>
<h2 class="wp-block-heading">Huang's Nvidia Fire Sale As It Hits Record Highs</h2>
Jensen Huang has been offloading Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) shares with surgical precision, selling $36.4 million between July 8 and July 10 alone and $152 million since June. But here's the kicker: Nvidia stock jumped 4.47% pre-market on July 15, hitting a fresh all-time high of $171.19.
Why? A green light from the U.S. to resume <a href="https://www.benzinga.com/markets/tech/25/07/46421404/nvidias-h20-china-play-cramers-huge-call-ignites-a-15-billion-ai-bonanza">H20 chip sales to China</a>. With a $4 trillion market cap, Nvidia's got momentum—but Huang's steady unloading raises eyebrows.
<h2 class="wp-block-heading">Cook's Calm Trim: Quiet But Calculated</h2>
Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) CEO Tim Cook also joined the party, selling $50.4 million worth of shares earlier this month. The stock barely reacted, dipping just 0.5% to $231.40 by July 15.
Analysts, including Wedbush, are still bullish, citing AI momentum and Apple's massive $110 billion buyback. However, Cook's timing is curious nonetheless.
<h2 class="wp-block-heading">Just Profit-Taking Or A Warning Sign?</h2>
These aren't random retail traders. Bezos, Huang and Cook know their companies better than anyone. Sure, the sales are pre-planned and fundamentals are strong. However, with all three offloading millions, it raises a question: are they simply cashing in on the highs, or do they foresee turbulence ahead?
One thing is clear: Wall Street is not panicking&#8230;yet.
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</ul>
Photo: Shutterstock

Insider Trades

Bezos, Huang, Cook Hit Sell—What Do They Know That Wall Street Doesn't?

Larry Ellison, Oracle Corp.&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) co-founder and chairman, has <a href="https://www.benzinga.com/markets/tech/25/06/45919978/larry-ellison-overtakes-jeff-bezos-mark-zuckerberg-to-become-worlds-second-richest-amid-oracles-watershed-moment">once again</a> overtaken Meta Platforms, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) CEO Mark Zuckerberg to become the world's second-richest person. This is despite them both having $251 billion net worth.
What Happened: According to Bloomberg's Billionaire <a href="https://www.bloomberg.com/billionaires/">Index</a>, Ellison and Zuckerberg are tied at $251 billion, but because Ellison has gained $59 billion this year while the Meta CEO is up $43.4 billion, the Oracle co-founder might have placed above.
This ranks him just after Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) and SpaceX CEO Elon Musk, who remains the world's richest person at $358 billion.
Others in the top five wealthiest individuals list are Amazon.com, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) founder Jeff Bezos and former Microsoft Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) CEO Steve Ballmer, with net worths of $247 billion and $174 billion, respectively.&nbsp;
See Also: <a href="https://www.benzinga.com/markets/tech/25/07/46434347/nvidia-says-washington-gets-it-after-trumps-ai-czar-david-sacks-says-us-has-to-outcompete-global-rivals">Nvidia Says &#8216;Washington Gets It&#8217; After Trump&#8217;s AI Czar David Sacks Says US Has To &#8216;Outcompete&#8217; Global Rivals</a>
Why It&#8217;s Important: Ellison's wealth, more than 80% of which is tied to Oracle stock and options, soared as Oracle shares climbed 47.27% in the last six months, <a href="https://www.bloomberg.com/news/articles/2025-07-15/ellison-overtakes-zuckerberg-as-world-s-second-richest-person">reported </a>Bloomberg.
The rally followed news on Tuesday that the U.S. government would <a href="https://www.benzinga.com/markets/tech/25/07/46409079/nvidia-growth-estimates-get-10-boost-as-us-lifts-china-chip-export-curbs-gene-munster-predicts-30-35-growth-for-2026">ease export restrictions</a>, allowing chipmakers like Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and Advanced Micro Devices Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) to resume selling some semiconductors to China.
Oracle, which relies on high-end chips for its cloud and AI infrastructure, was among the top beneficiaries of the policy shift with a gain of 2.48% during Tuesday's regular trading session, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a>.
The company has also inked <a href="https://www.benzinga.com/25/03/44188361/nvidia-powers-openai-and-oracles-100-billion-stargate-first-ai-data-center-set-to-launch-in-texas">multibillion-dollar cloud deals</a> and ramped up partnerships with firms including OpenAI and 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>) as part of its Stargate initiative.
Oracle's stock has also nearly tripled since OpenAI released ChatGPT in November 2022, the report said.
According to Benzinga's Edge Stock Rankings, Oracle is demonstrating strong positive momentum in the short, medium and long term. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound'">Additional performance insights are available here</a>.
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound'"><img decoding="async" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/16023211/Screenshot-2025-07-16-at-12.00.15%E2%80%AFPM.png" alt="" class="wp-image-987149" /></a></figure>
Photo courtesy: drserg / Shutterstock.com
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Larry Ellison Surges Past Mark Zuckerberg To Become World's Second-Richest Person As Oracle's AI Deals With OpenAI, US Government Drive Massive Stock Surge

Rivian Automotive (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RIVN#NASDAQ">RIVN</a>) ownership looks different going forward as <a href="https://www.benzinga.com/news/21/11/24042127/5-things-you-might-not-know-about-rivian-founder-rj-scaringe">the company's founder </a>RJ Scaringe had to transfer part of his stake in the electric vehicle company as part of a divorce settlement.
What Happened: Ahead of the<a href="https://www.benzinga.com/news/24/07/39911412/rivian-reports-well-over-100k-r2-reservations-ahead-of-2026-launch"> highly anticipated launch</a> of the R2 vehicle for Rivian, the company's CEO has transferred around four million shares and six million options in the company's stock to his ex-wife Meagan Scaringe.
The transfer was reported in a regulatory <a href="https://www.sec.gov/Archives/edgar/data/1891517/000189151725000003/xslF345X05/wk-form4_1752271215.xml">filing</a>, as shared by <a href="https://techcrunch.com/2025/07/14/rivian-ceo-rj-scaringes-voting-control-slips-following-divorce-settlement/">TechCrunch</a>. Based on current values, the stock and options sent to his ex-wife are worth around $130 million.
Scaringe owned over 15 million shares of Rivian Class A stock back in April, alongside around 8 million Class B voting shares.
With the transfer of stock and options, Scaringe now owns around 2% of the electric vehicle company and has around 4% of voting power in the company. This marks the lowest voting power Scaringe has had in the company since it went public in 2021.
Scaringe's voting power was 7.6% earlier this year and was over 9% back in 2022.
"RJ and Meagan finalized their divorce. They will continue to prioritize co-parenting their children," a Rivian spokesperson told TechCrunch.
As Scaringe's ownership stake falls, Volkswagen is now one of the largest shareholders in the company, thanks to a joint venture. Volkswagen owns 12.3% of Rivian, according to the report. Early investor and partner Amazon.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) owns 14.2% of the company and has the most significant voting power at 13.3%.
Ford Motor Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>), which was <a href="https://www.benzinga.com/news/21/11/23960068/how-ford-beat-gm-to-an-investment-in-rivian">previously a large shareholder</a> in Rivian, has mostly sold its stake in the company.
While Scaringe's voting power in the company has decreased, the fact that he owned 9.2% in 2022, after the company's IPO, is significantly smaller than the voting power many CEOs who are founders in their companies have.
Scaringe's stake in the company could rise in the future if he exercises options and restricted stock units.
The Scaringes were married in 2014, five years after Scaringe founded Rivian.
Are you buying when the CEOs of the Magnificent 7 are selling?
<ul class="wp-block-list">
<li>Stay in the know with our Insider Trades page — <a href="https://www.benzinga.com/sec/insider-trades/">see when leaders like Mark Zuckerberg, Elon Musk, and Jensen Huang are offloading their own shares.</a></li>
</ul>
Why It's Important: The divorces of company CEOs and co-founders typically have no material impact on the business, but can affect the ownership structure and control going forward.
Scaringe's lower ownership stake and voting power could, of course, become a factor down the road if any company approached Rivian as an acquisition target.
Until then, Scaringe&#8217;s ownership will decrease as a result of a divorce, similar to what has happened to other company founders, such as Jeff Bezos (Amazon) and Bill Gates (Microsoft).
In 2019, Bezos and MacKenzie Scott were divorced. The break-up saw Scott<a href="https://www.benzinga.com/news/entertainment/25/06/46107000/jeff-bezos-first-marriage-ended-in-a-38-billion-divorce-now-as-the-amazon-founder-plans-to-marry-lauren-sanchez-hes-reportedly-ring-fencing-his-233-billion-fortune"> receive 400 million shares</a> in Amazon, lowering the stake of the company's founder. Scott has sold portions of her Amazon stake over the years to help fund philanthropic efforts.
Bezos, who serves as Executive Chairman of Amazon, has also<a href="https://www.benzinga.com/markets/large-cap/25/07/46212089/jeff-bezos-sells-737-million-worth-of-amazon-stock-just-days-after-lavish-venetian-wedding"> been selling portions</a> of his Amazon stock in recent months.
Another highly publicized divorce, given the wealth of the parties involved, was the 2021 divorce of Bill Gates and Melinda French Gates. The divorce resulted in Melinda receiving a portion of the Microsoft Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) stock owned by her husband.
A portion of Gates' ownership in Microsoft was also transferred to the Gates Foundation, the philanthropic organization co-founded by the former partners.
Melinda also received portions of stock owned by Cascade Investments, the investment portfolio owned by Gates. This included<a href="https://www.benzinga.com/news/21/05/21041886/divorce-asset-split-starts-melinda-gates-now-owns-stakes-in-these-4-stocks"> stock in companies </a>like AutoNation, Canadian National Railway, Grupo Televisa and Coca-Cola Femsa.
RIVN Price Action: Rivian stock is down 0.5% to $12.69 on Tuesday versus a 52-week trading range of $9.50 to $18.49. Rivian stock is down 4.2% year-to-date in 2025.
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Photo: Shutterstock

Management

Rivian CEO Joins Bezos & Gates Divorce Club—Voting Power Slashed Before R2 Debut

Financial giants have made a conspicuous bullish move on Amazon.com. Our analysis of options history for Amazon.com (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) revealed 51 unusual trades.
Delving into the details, we found 47% of traders were bullish, while 41% showed bearish tendencies. Out of all the trades we spotted, 4 were puts, with a value of $329,595, and 47 were calls, valued at $3,849,839.
<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 $105.0 to $280.0 for Amazon.com 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 Amazon.com'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 Amazon.com's whale activity within a strike price range from $105.0 to $280.0 in the last 30 days. 
<h3>Amazon.com Option Activity Analysis: Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1752595249_0.png" alt="Options Call Chart" />
<h3>Biggest Options Spotted:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>AMZN</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/15/27</td>
<td>$34.45</td>
<td>$34.35</td>
<td>$34.45</td>
<td>$240.00</td>
<td>$409.9K</td>
<td>2.1K</td>
<td>121</td>
</tr>
<tr>
<td>AMZN</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>07/18/25</td>
<td>$2.05</td>
<td>$2.02</td>
<td>$2.03</td>
<td>$227.50</td>
<td>$394.3K</td>
<td>14.5K</td>
<td>11.9K</td>
</tr>
<tr>
<td>AMZN</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>07/25/25</td>
<td>$1.62</td>
<td>$1.61</td>
<td>$1.62</td>
<td>$232.50</td>
<td>$196.9K</td>
<td>3.3K</td>
<td>2.0K</td>
</tr>
<tr>
<td>AMZN</td>
<td>CALL</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>06/17/27</td>
<td>$94.75</td>
<td>$94.0</td>
<td>$94.75</td>
<td>$150.00</td>
<td>$189.6K</td>
<td>301</td>
<td>23</td>
</tr>
<tr>
<td>AMZN</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>03/20/26</td>
<td>$36.0</td>
<td>$35.9</td>
<td>$36.0</td>
<td>$210.00</td>
<td>$172.8K</td>
<td>6.6K</td>
<td>525</td>
</tr>
</tbody>
</table>

<h3>About Amazon.com</h3>
Amazon is the leading online retailer and marketplace for third party sellers. Retail related revenue represents approximately 75% of total, followed by Amazon Web Services' cloud computing, storage, database, and other offerings (15%), advertising services (5% to 10%), and other the remainder. International segments constitute 25% to 30% of Amazon's non-AWS sales, led by Germany, the United Kingdom, and Japan.
In light of the recent options history for Amazon.com, it's now appropriate to focus on the company itself. We aim to explore its current performance.
<h3>Present Market Standing of Amazon.com</h3>
<ul>
<li>Trading volume stands at 14,218,460, with AMZN's price up by 0.41%, positioned at $226.61.</li>
<li>RSI indicators show the stock to be may be approaching overbought.</li>
<li>Earnings announcement expected in 16 days.</li>
</ul>
<h3>Professional Analyst Ratings for Amazon.com</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 $245.6.
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 Telsey Advisory Group persists with their Outperform rating on Amazon.com, maintaining a target price of $235. 
&#x2A; Consistent in their evaluation, an analyst from Oppenheimer keeps a Outperform rating on Amazon.com with a target price of $250. 
&#x2A; Maintaining their stance, an analyst from Roth Capital continues to hold a Buy rating for Amazon.com, targeting a price of $250. 
&#x2A; An analyst from JP Morgan has decided to maintain their Overweight rating on Amazon.com, which currently sits at a price target of $255. 
&#x2A; An analyst from Wells Fargo has decided to maintain their Equal-Weight rating on Amazon.com, which currently sits at a price target of $238. 
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 Amazon.com, <a href="https://www.benzinga.com/pro/">Benzinga Pro</a> gives you real-time options trades alerts.

Amazon.com's Options: A Look at What the Big Money is Thinking

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