La chaîne d'options affiche les données clés des options sur actions de Micropolis Hldgs à différents prix d'exercice et dates d'expiration. Les traders utilisent ces informations pour analyser les transactions potentielles et évaluer le sentiment du marché pour Micropolis Hldgs..

Micropolis Hldgs (AMEX:MCRP) Stock, Chaîne d'Options

Micropolis Holding Co is the leading UAE robotics manufacturer and a front-runner in autonomous driving. Micropolis Robotics leverages breakthrough AI to create the world's most intelligent moving machines for use by consumers, enterprises, and government entities. The product portfolio includes Delivery Robots, Utility Robots, Community Patrol, and Police Patrol.

Micropolis Holding Company Ordinary Shares

Micropolis Holding Co

MICROPORT SCIENTIFIC CORP by Microport Scientific Corp.

MicroPort Scientific Corp

Citizens Capital Markets analyst Reni Benjamin downgrades Sutro Biopharma (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/STRO#NASDAQ">STRO</a>) from Market Outperform to Market Perform.

News

Downgrades

Analyst Ratings

STRO

Citizens Capital Markets Downgrades Sutro Biopharma to Market Perform

WIIM

SOUN

SoundHound AI shares are trading higher. The company announced it will participate in the 2025 Nvidia GPU Technology Conference.

President Donald Trump expressed optimism in a social media post on Friday that Russia and Ukraine could soon <a href="https://www.benzinga.com/25/03/44260839/tech-stocks-bitcoin-strongly-rebound-as-ukraine-backs-us-proposal-for-30-day-ceasefire-with-russia">reach a ceasefire agreement</a>.
&#8220;We had very good and productive discussions with President Vladimir Putin of Russia yesterday, and there is a very good chance that this horrible, bloody war can finally come to an end,&#8221; Trump <a href="https://truthsocial.com/@realDonaldTrump/posts/114161039436456514">wrote</a> on Truth Social.
Both sides seem to have some concerns about the ceasefire as currently proposed.
"The idea [of a ceasefire] itself is correct and we are certainly supporting it, but there are issues that need to be discussed," <a href="https://www.benzinga.com/news/global/25/03/44314580/putin-open-to-idea-of-ceasefire-suggests-call-with-trump-to-discuss-it-with-him-report">Putin said Thursday</a>.
Ukrainian President Volodymyr Zelenskyy criticized Russia&#8217;s intentions during the negotiations.
&#8220;Now the world sees how Russia is deliberately putting forward conditions that only complicate and delay everything, because Russia is the only entity that wants the war not to end and diplomacy to break down,&#8221; Zelenskyy <a href="https://t.me/V_Zelenskiy_official/13559">posted</a> on Telegram.
Since Russia invaded Ukraine in 2022, the conflict between the two European countries <a href="https://www.benzinga.com/news/global/25/01/43216865/putin-agrees-with-trump-ukraine-war-avoidable-if-trump-had-been-in-office">has raged on</a> with no end in sight.
Zelenskyy claims that Russia has broken 25 peace agreements in the past decade, <a href="https://www.independent.co.uk/news/world/europe/putin-zelensky-ceasefire-trump-ukraine-russia-war-b2714199.html">according</a> to The Independent. He also blamed Putin for being the biggest obstacle to reaching an agreement.
&#8220;Right now, we have all heard from Russia Putin's highly predictable and manipulative words in response to the idea of a ceasefire on the front lines—at this moment he is, in fact, preparing to reject it,&#8221; he <a href="https://x.com/ZelenskyyUa/status/1900287013557002393">posted</a> on X.
Trump, meanwhile, <a href="https://www.benzinga.com/news/25/03/44064861/trump-cancels-news-conference-with-zelenskyy-after-tense-meet-in-oval-office-report">blamed Ukraine</a> for the lack of a ceasefire agreement. In a heated, highly publicized Oval Office meeting with Zelenskyy on Mar. 1, Trump said Zelenskyy did not want peace and warned Zelenskyy that he was &#8220;gambling with World War III.&#8221;
Zelenskyy has consistently stated otherwise.
&#8220;None of us wants an endless war,&#8221; Zelenskyy <a href="https://x.com/ZelenskyyUa/status/1896948147085049916">said</a> on March 4. &#8220;Ukraine is ready to come to the negotiating table as soon as possible to bring lasting peace closer.&#8221;
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Image: Shutterstock

Politics

Global

Trump Boasts 'Very Good Chance' Of Russia-Ukraine Ceasefire, But Zelenskyy Says Putin Broke Deals 25 Times Before

TTAN

ServiceTitan shares are trading higher after Morgan Stanley raised its price target on the stock from $104 to $107.

Citizens Capital Markets analyst Trevor Walsh reiterates Rocket Lab USA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RKLB#NASDAQ">RKLB</a>) from Market Perform to Market Perform.

Reiteration

RKLB

Citizens Capital Markets Reiterates Market Perform on Rocket Lab USAto Market Perform

CHKP

Check Point Software shares are trading higher after Wells Fargo upgraded the stock from Equal-Weight to Overweight and raised its price target from $200 to $280.

Penumbra shares are trading higher after B of A Securities initiated coverage on the stock with a Buy rating and announced a price target of $320.

DA Davidson analyst Michael Baker maintains Ulta Beauty (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ULTA#NASDAQ">ULTA</a>) with a Buy and lowers the price target from $510 to $415.

Price Target

ULTA

DA Davidson Maintains Buy on Ulta Beauty, Lowers Price Target to $415

Citizens Capital Markets analyst Devin Ryan reiterates Piper Sandler (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PIPR#NYSE">PIPR</a>) from Market Perform to Market Perform.

PIPR

Citizens Capital Markets Reiterates Market Perform on Piper Sandlerto Market Perform

Crown Castle shares are trading higher after the company reported a Q4 revenue beat and announced the sale of its fiber solutions business for approximately $4.25 billion. Additionally, Raymond James and Keybanc upgraded their respective ratings on the stock.

ALAB

Astera Labs shares are trading higher after Raymond James initiated coverage on the stock with an Outperform rating and announced  a price target of $82.

American Eagle Outfitters Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AEO#NYSE">AEO</a>) shares are trading lower by 13% to $10.90 since Monday&#8217;s open. The company reported <a href="https://www.benzinga.com/news/earnings/25/03/44291232/american-eagle-outfitters-stock-slides-after-q4-report-heres-why">fourth-quarter</a> financial results and received a number of analyst rating updates.
What To Know: American Eagle Outfitters reported fourth-quarter earnings of 54 cents per share, aligning with analyst expectations, while revenue reached $1.6 billion. 
Comparable sales grew 3%, with Aerie up 6% and American Eagle rising 1%. Gross margin held at 37.3%, reflecting higher freight and product costs offset by lower markdowns. Inventory decreased 1% to $637 million, potentially positioning the company well for spring.
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CEO Jay Schottenstein highlighted the success of AEO's Powering Profitable Growth strategy, citing strong operating profit and disciplined expense management. However, the company forecasted a mid-single-digit revenue decline for the first quarter and a low-single-digit drop for fiscal 2025, with gross margin expected to fall.
What Else: Telsey Advisory Group's Dana Telsey reiterated a <a href="https://www.benzinga.com/25/03/44311401/american-eagle-outfitters-to-be-hit-with-weakening-demand-says-analyst">Market Perform rating</a> while cutting AEO's price target from $18 to $12. The analyst noted a weaker-than-expected FY25 outlook due to soft consumer demand and cold weather. 
While AEO's peak-season performance was strong, macroeconomic uncertainty and sluggish first-quarter sales remain concerns. Operating income guidance of $360–$375 million falls short of the $454 million consensus.
Read Also: <a href="https://www.benzinga.com/25/03/44326571/li-auto-tops-500k-deliveries-in-2024-eyes-new-ev-launches-and-self-driving-push-in-2025-warns-of-q1-slowdown">Li Auto Tops 500K Deliveries In 2024, Sees Q1 Slowdown</a>
<h2 class="wp-block-heading">How To Buy AEO Stock</h2>
By now you're likely curious about how to participate in the market for American Eagle Outfitters &#8211; be it to purchase shares, or even attempt to bet against the company.
Buying shares is typically done through a brokerage account. You can find a list of <a href="https://www.benzinga.com/money/best-stock-trading-platforms">possible trading platforms here.</a> Many will allow you to buy &#8220;fractional shares,&#8221; which allows you to own portions of stock without buying an entire share.
In the case of American Eagle Outfitters, which is trading at $11.01 as of publishing time, $100 would buy you 9.08 shares of stock.
If you're looking to bet against a company, the process is more complex. You'll need access to an options trading platform, or a broker who will allow you to &#8220;go short&#8221; a share of stock by lending you the shares to sell. The process of shorting a <a href="https://www.benzinga.com/money/how-to-short-a-stock">stock can be found at this resource.</a> Otherwise, if your broker allows you to trade options, you can either buy a put option, or sell a call option at a strike price above where shares are currently trading &#8211; either way it allows you to profit off of the share price decline.
According to data from <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a>, AEO has a 52-week high of $26.25 and a 52-week low of $10.92.

Why American Eagle Outfitters (AEO) Stock Is Down 13% This Week

For years, big banks and the financial industry have fought against the Consumer Financial Protection Bureau, arguing that its regulations were too aggressive. But now that the Trump administration is actively trying to dismantle the agency, banks have found themselves in an unexpected position—it seems they actually want to keep the CFPB around.
<h2 class="wp-block-heading">Why Banks Are Suddenly Defending the CFPB</h2>
Despite past criticism, banks are realizing that getting rid of the CFPB would result in a major advantage for their competitors—financial technology companies and other firms outside the traditional banking system like PayPal (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PYPL#NASDAQ">PYPL</a>), Stripe, Cash App, and X. Without the CFPB overseeing them, these companies could expand their financial services with little to no federal scrutiny, unlike Federal Deposit Insurance Corporation-backed institutions, which remain heavily regulated.
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&#8220;The CFPB is the only federal agency that supervises non-depository institutions, so that would go away,&#8221; banking attorney David Silberman <a href="https://www.cnbc.com/2025/03/10/why-banks-dont-want-the-cfpb-to-disappear.html">told</a> CNBC. &#8220;Payment apps like PayPal, Stripe, Cash App—those sorts of things, they would get close to a free ride at the federal level.&#8221;
According to CNBC, an unnamed senior CFPB lawyer put it even more bluntly, warning that if the agency disappears, &#8220;They're about to live in a world in which the entire nonbank financial services industry is unregulated every day, while they are overseen by the Federal Reserve, Federal Deposit Insurance Corporation, and [Office of the Comptroller of the Currency]. It's a world where Apple, PayPal, Cash App, and X run wild for four years. Good luck.&#8221;
Trending: This platform is reshaping how you invest in private companies —<a href="https://www.benzinga.com/money/kingscrowd-adv"> and you can be a part of it for $0.18 per share</a>
<h2 class="wp-block-heading">Whistleblower Testifies CFPB Shutdown Is Still Moving Forward</h2>
While the Trump administration has claimed that efforts to dismantle the CFPB have slowed, a whistleblower recently testified in court that the plan remains very much alive. Testifying under the pseudonym &#8220;Alex Doe&#8221; to avoid retaliation, the CFPB employee revealed that plans for mass layoffs and office closures were still in motion.
<h2 class="wp-block-heading">Elon Musk's Push to ‘Delete CFPB'</h2>
The push to dismantle the CFPB has gained support from influential figures, including Elon Musk. In November, Musk posted on X, &#8220;Delete CFPB,&#8221; arguing that there are too many overlapping regulatory agencies.
<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">Delete CFPB. There are too many duplicative regulatory agencies.
&mdash; Elon Musk (@elonmusk) <a href="https://twitter.com/elonmusk/status/1861644897490751865?ref_src=twsrc%5Etfw">November 27, 2024</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
Trending: ‘Scrolling To UBI' — Deloitte's #1 fastest-growing software company allows users to earn money on their phones. <a href="https://www.benzinga.com/money/mode-mobile-2">You can invest today for just $0.26/share with a $1000 minimum.</a>
Musk's statement came shortly after the CFPB announced new rules expanding its oversight of big tech firms offering payment services—an area X is actively exploring. X Payments has already obtained licenses in multiple states, signaling Musk's ambitions in the financial sector.
Critics argue that Musk's call to abolish the CFPB is self-serving. Robert Weissman of Public Citizen called it &#8220;intolerable corruption,&#8221; pointing out that Musk has a direct financial interest in reducing regulation on digital payments.
"Asking the world's richest person, with a direct interest in a wide range of business lines, to run a project to review the federal government's overall operations is absurd and fundamentally corrupt — and this issue highlights exactly why," Weissman said in a <a href="https://www.commondreams.org/newswire/musk-effort-to-eliminate-cfpb-is-intolerable-corruption">statement</a>.
See Also: If there was a new fund backed by Jeff Bezos offering a <a href="https://www.benzinga.com/money/arrived-private-credit-fund">7-9% target yield with monthly dividends would you invest in it</a>?
<h2 class="wp-block-heading">What Happens Next?</h2>
A federal judge is now weighing a lawsuit brought by a CFPB employees' union to block further layoffs and preserve the agency's operations. Judge Amy Berman Jackson has expressed concerns over conflicting testimonies and said she wants to keep the agency intact in case it needs to be revived.
While the future of the CFPB remains uncertain, one thing is apparent—banks may have spent years fighting the agency, but they're starting to realize that without it, their biggest competitors could gain an unchecked advantage. And with giants like Cash App, X and others ready to expand, banks might just need the CFPB more than they ever expected.
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<li>These five entrepreneurs are worth $223 billion –<a href="https://www.benzinga.com/money/arrived-homes-private-credit-fund"> they all believe in one platform that offers a 7-9% target yield with monthly dividends</a></li>
</ul>

PYPL

The Banks Secretly Don't Want The CFPB To Be 'Deleted'?—CFPB Lawyer Warns That Apple, PayPal, Cash App, And X Will 'Run Wild'

Vail Resorts (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MTN#NYSE">MTN</a>) has outperformed the market over the past 20 years by 1.55% on an annualized basis producing an average annual return of 9.7%. Currently, Vail Resorts has a market capitalization of $6.00 billion. 
Buying $1000 In MTN: If an investor had bought $1000 of MTN stock 20 years ago, it would be worth $6,377.08 today based on a price of $160.57 for MTN at the time of writing.
<h3>Vail Resorts's Performance Over Last 20 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1741965318_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.

Trading Ideas

$1000 Invested In This Stock 20 Years Ago Would Be Worth This Much Today

In the current market session, Eaton Corp Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ETN#NYSE">ETN</a>) price is at $293.15, after a 3.33% spike. However, over the past month, the stock fell by 5.39%, and in the past year, by 2.09%. Shareholders might be interested in knowing whether the stock is undervalued, even if the company is performing up to par in the current session. 

<img src="https://www.benzinga.com/files/images/story/2025/1741965318_0_0.png" alt="Past Year Chart" />

<h3>Eaton Corp P/E Compared to Competitors</h3>
The P/E ratio is used by long-term shareholders to assess the company's market performance against aggregate market data, historical earnings, and the industry at large. A lower P/E could indicate that shareholders do not expect the stock to perform better in the future or it could mean that the company is undervalued. 
Eaton Corp has a lower P/E than the aggregate P/E of 54.04 of the Electrical Equipment industry. Ideally, one might believe that the stock might perform worse than its peers, but it's also probable that the stock is undervalued. 

<img src="https://www.benzinga.com/files/images/story/2025/1741965318_1.png" alt="Guage" />

In conclusion, the price-to-earnings ratio is a useful metric for analyzing a company's market performance, but it has its limitations. While a lower P/E can indicate that a company is undervalued, it can also suggest that shareholders do not expect future growth. Additionally, the P/E ratio should not be used in isolation, as other factors such as industry trends and business cycles can also impact a company's stock price. Therefore, investors should use the P/E ratio in conjunction with other financial metrics and qualitative analysis to make informed investment decisions.

Intraday Update

Markets

Price Over Earnings Overview: Eaton Corp

Citizens Capital Markets analyst Roy Buchanan reiterates Inovio Pharmaceuticals (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INO#NASDAQ">INO</a>) with a Market Outperform and maintains $18 price target.

Citizens Capital Markets Reiterates Market Outperform on Inovio Pharmaceuticals, Maintains $18 Price Target

The recent OpenAI and Oracle Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NASDAQ">ORCL</a>) partnership is set to transform AI infrastructure with the launch of their massive data center initiative, Stargate. This <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">$100 billion project</a>, starting with a Texas facility, has the potential to reshape semiconductor demand and high-performance AI computing. With Nvidia's (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) latest GB200 chips at the core, Stargate shows how the race in AI supercomputing is picking up pace.
Adam Patti, CEO of VistaShares, sees Stargate as a pivotal moment in the global AI arms race, with major geopolitical and corporate players vying for dominance. "This announcement was seismic related to this new global AI arms race. Countries and companies alike are competing not only for their future but perhaps for the global balance of power among nations," he told Benzinga. He noted that China&#8217;s DeepSeek initiative was announced shortly after the U.S. unveiled Stargate, emphasizing the geopolitical stakes involved.
Given the significant CapEx involved in AI infrastructure, <a href="https://www.benzinga.com/etfs">ETFs offering exposure to AI data centers</a> and semiconductor supply chains stand to benefit. Patti highlighted that most AI-focused investment modes target the consumer application layer and dominant tech giants, whereas ETFs focusing on AI infrastructure capture immediate profits from CapEx investments.
ETFs Positioned To Benefit From Stargate
Patti identified the VistaShares Artificial Intelligence Supercycle ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AIS#NYSE">AIS</a>) as the only fund providing "pure exposure" to AI infrastructure. "Most &#8216;AI&#8217; investment vehicles are focused on the consumer application layer of AI… The companies that are building this infrastructure today are the ones that are generating today's profits, and those profits will experience massive growth over the next 3-5 years," he explained.
On the other hand, Sylvia Jablonski, CEO of Defiance ETFs said, &#8220;Nvidia will remain dominant in AI compute, leading semiconductor ETFs (SOXX, SMH) to increase NVDA allocations,&#8221; when asked how semiconductor ETFs will be impacted given Nvidia's role in Stargate.
Also Read: <a href="https://www.benzinga.com/media/25/03/44327422/softbank-to-build-676-million-ai-data-center-in-japan-linked-to-openai-partnership">SoftBank To Build $676 Million AI Data Center In Japan, Linked To OpenAI Partnership</a>
Nicholas Frasse, product manager with VanEck, echoed similar sentiments, emphasizing the role of semiconductor ETFs in benefiting from AI infrastructure developments. "Semiconductors are the backbone of AI technology, so it's fair to say that this project and the planned spending by these businesses will directly impact the semiconductor sector in a positive way across various types of semiconductor companies," he told Benzinga.
Frasse also identified ETFs, such as VanEck Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMH#NASDAQ">SMH</a>) and VanEck Fabless Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMHX#NASDAQ">SMHX</a>) that could directly benefit from the Stargate initiative. 
"VanEck Semiconductor ETF could be a direct beneficiary, as its holdings include all the leading companies in semiconductor manufacturing, design, and equipment,&#8221; Frasse said. &#8220;VanEck Fabless Semiconductor ETF is also in a unique position, as fabless businesses are poised to play a key role in advancing AI technology—particularly in training and inference—through their application-specific designs."
While existing ETFs provide broad exposure to AI, fund managers may launch new products specifically targeting AI infrastructure investments. However, Patti cautioned investors to evaluate the investment process and expertise behind any new offerings. "Potentially, but since semiconductors are the fundamental building blocks of these data centers, we believe investing in the semiconductor sector remains the most direct way to gain exposure to this trend," Frasse added.
Nvidia plays a crucial role in the Stargate project and semiconductor-focused ETFs could see shifts in allocations toward AI-centric semiconductor plays. While Nvidia enjoys a strong market position, competition is fierce. "NVDA has an incredible business model with a massive installed base of customers. This ‘moat' is not easy for a competitor to overcome," Patti said. However, he expects new entrants challenging Nvidia's dominance, making it important for ETF managers to track industry innovation and emerging players.
Frasse noted that VanEck's funds take the passive route, focusing on the largest and most liquid semiconductor companies. "Our products are passive and focus on the largest, most liquid semiconductor and fabless businesses globally that are listed in the U.S. The funds methodology aims to capture the winners in the space, and if AI-specific semiconductor companies continue to grow in market capitalization and meet index criteria, they will naturally gain an allocation in our ETFs."
Jablonski stressed the broader impact of Stargate. "Stargate will have a notable impact on AI and semiconductors in general. You'll have data center expansion which means more GPUs, more chips. Companies like NVDA, AMD, Broadcom, Oracle via cloud, software services will benefit. AI will become in theory more powerful, faster and will scale. You'll have this synergy of AI, Quantum Computing and cloud services. This initiative will really push AI as a tangible theme for the fourth industrial revolution."
Also Read: <a href="https://www.benzinga.com/personal-finance/25/03/44281204/jack-ma-xi-jinping-and-the-53b-ai-bet-alibabas-comeback-signals-a-new-era-for-chinese-big-tech">Jack Ma, Xi Jinping, And The $53B AI Bet—Alibaba&#8217;s Comeback Signals A New Era For Chinese Big Tech</a>
AI Infrastructure Investments And ETF Performance
Jablonski highlighted key ETFs, including Defiance Quantum ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QTUM#NASDAQ">QTUM</a>) and Defiance Connective Technologies ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SIXG#NASDAQ">SIXG</a>), which she expects to benefit from AI infrastructure growth. 
"Defiance Quantum ETF, VanEck Semiconductor ETF and other semiconductor AI-related funds would benefit,&#8221; she noted. &#8220;Something like Defiance Connective Technologies ETF may participate too as we need lower latency for the speed aspect, connectivity aspect to allow these trends to come to fruition." 
Patti, on the other hand, believes that AI and semiconductor ETFs will be heavily influenced by their portfolio compositions. "Those ETFs that are anchored to a large exposure to the MAG 7 will generally move in lockstep with their prospects," he said.
Frasse suggested that ETF investors looking to capitalize on AI infrastructure should consider diversified exposure. "Given the current landscape, it's difficult to gain direct, pure-play exposure to large language models (LLMs). We believe that the most meaningful way to invest in AI is by allocating to semiconductors in a way that aligns with a client's risk tolerance. VanEck Semiconductor ETF offers access to the established leaders driving AI forward, while VanEck Fabless Semiconductor ETF provides exposure to the innovative fabless semiconductor companies leading the next wave of chip design and AI advancements."
For investors, Patti recommends focusing on funds that intelligently analyze the AI supply chain. "We developed VistaShares Artificial Intelligence Supercycle ETF to directly capitalize on the AI infrastructure boom," he explained. The ETF uses a rules-based methodology and an active oversight from AI industry experts to ensure exposure to high-growth areas within AI infrastructure.
Associated Risks
While AI infrastructure investments are surging, regulatory and geopolitical risks remain. "This is the big outstanding issue for sure. Governments need to come up with sensible solutions that don't stifle growth yet provide protections for their interests," Patti cautioned. Trade barriers, national security concerns and competition between AI superpowers like the U.S. and China could shape future investment flows.
Jablonski pointed out potential risks. "Potential risks could be the trade war &#8211; tariffs and supply chain disruption. Different policies and regulations around AI, cloud security or otherwise. The Trump administration, though, tends to favor deregulation for the time being. AI spending could double or even triple. AI and semi ETFs could outperform broad-based markets if that happens."
Frasse also mentioned the financial risks associated with AI supercomputing infrastructure investments. "Investors should monitor balance sheet strength, R&amp;D spending, and capital expenditure efficiency. Cash-rich firms like Nvidia and other fabless companies may continue to lead, as their business models allow greater flexibility to invest in R&amp;D rather than capital expenditures."
Jablonski noted that cash-rich companies do better than debt-heavy ones. &#8220;High spending should equal revenue expansion and watch out for excessive leverage," she explained, highlighting the importance of choosing the right stocks or ETFs to invest in.
Parting Thoughts
The OpenAI-Oracle Stargate initiative can usher in a new phase in AI supercomputing, with deep implications for AI and semiconductor markets. Investors looking to capitalize on this trend might consider ETFs with exposure to AI infrastructure, semiconductor manufacturing and cloud computing. Nvidia, being at the heart of this transformation and competitors emerging, fund managers must adapt to make the most of the evolving environment of AI investment as the AI race intensifies.
Read Next: 
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<li><a href="https://www.benzinga.com/25/03/44315966/the-rising-sun-of-etfs-how-investors-can-gain-from-japans-yield-surge">The Rise Of ETFs In Japan: How Investors Can Gain From Bond Yield Surge</a></li>
</ul>
Photo: Shutterstock

Sector ETFs

Exclusives

Interview

ETFs

NVDA

ORCL

QTUM

SIXG

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Exclusive: What Industry Experts Are Saying About OpenAI-Oracle-Nvidia's $100-Billion Stargate Project & ETFs That Stand To Gain

Prominent economist Peter Schiff is once again taking shots at Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>), highlighting its <a href="https://www.benzinga.com/25/02/43933380/gold-surges-to-record-high-bitcoin-craters-but-apex-crypto-leads-yellow-metal-in-yearly-returns">underperformance against gold</a>.
What Happened: In a series of posts on X, Schiff <a href="https://x.com/PeterSchiff/status/1900500712661852369">noted</a> that Bitcoin's value in gold terms has fallen 24% since its 2021 peak, framing Bitcoin's weakness as a &#8220;stealth bear market&#8221; while gold, as "real money," continues to appreciate. 
He pointed out that currently one BTC buys 27.7 ounces of gold while in 2021 it could purchase 36.3 ounces of gold.
In an X post on Thursday, Schiff <a href="https://x.com/PeterSchiff/status/1900209761645199671">pointed</a> out that while gold is surging towards $3,000 per ounce, both Bitcoin and stocks are in decline. 
He questions why the U.S. government is considering a Bitcoin reserve rather than increasing its gold holdings.
Schiff vs. Saylor: The Gold vs. Bitcoin Debate Continues
In an X post on Friday, Schiff <a href="https://x.com/PeterSchiff/status/1900517088206176374">tagged</a> Strategy (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>) executive chairman and co-founder Michael Saylor, claiming that gold will be the "apex predator" and overtake Bitcoin as the ultimate store of value. 
Saylor, however, remains steadfast in his belief that Bitcoin will surpass gold as the premier non-governmental store of value, referring to BTC as the "apex property of the human race." &nbsp;
Strategy currently holds 478,740 BTC in its treasury, based on most recent updated statistics.
Also Read: <a href="https://www.benzinga.com/markets/cryptocurrency/25/03/44314127/gold-hits-all-time-highs-while-bitcoin-disappoints-did-fed-chair-jerome-powell-jinx-the-digital-gold">Gold Hits All-Time Highs While Bitcoin Disappoints: Did Fed Chair Jerome Powell Jinx The &#8216;Digital Gold&#8217;?</a>
What's Next: Crypto trader Viktor noted that Saylor held through a 77% drawdown in 2022 without selling and has no plans to offload BTC anytime soon.
Even if Bitcoin dropped to $18,000, Strategy&#8217;s debt remains manageable due to its long-term repayment schedule.
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Saylor went through the whole 2022 bear market and -77% BTC drawdown without selling, and he has 0 intention of selling BTC.<a href="https://twitter.com/search?q=%24BTC&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$BTC</a> has to go to $18k for the MSTR assets (ie BTC stack) to match their debt (that they have to repay over several years so there is no &#39;liquidation… <a href="https://t.co/OUnBpNaLxc">pic.twitter.com/OUnBpNaLxc</a>
&mdash; VIKTOR (@thedefivillain) <a href="https://twitter.com/thedefivillain/status/1900332915633827940?ref_src=twsrc%5Etfw">March 13, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
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Crypto trader Chimp of the North <a href="https://x.com/cryptochimpanz/status/1900235803306967221">pointed</a> out that Bitcoin historically enters a bear market whenever it breaks below its 50-day moving average—and it's currently retesting that level.
Read Next:
<ul>
<li><a href="https://in.benzinga.com/markets/cryptocurrency/25/03/44246602/how-cathie-wood-got-started-with-bitcoin-in-2015-we-had-to-ask-the-nyse-for-permission">How Cathie Wood Got Started With Bitcoin In 2015: &#8216;We Had To Ask The NYSE For Permission&#8217;</a></li>
</ul>
Image: Shutterstock

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

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MSTR

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