Oracle Option Alert: Jan, 2027 $180 Calls Sweep (18) near the Ask: 333 vs 351 OI

Oracle Option Alert: Jan, 2027 $180 Calls Sweep (18) near the Ask: 333 @ $23.097 vs 351 OI; Ref=$155.09

Oracle Option Alert: Jan, 2027 $180 Calls Sweep (24) near the Ask: 333 vs 351 OI

Oracle Option Alert: Jan, 2027 $180 Calls Sweep (24) near the Ask: 333 @ $23.101 vs 351 OI; Ref=$155.01

Oracle Option Alert: Jan 16 $180 Calls at the Bid: 2150 vs 3129 OI

Oracle Option Alert: Jan 16 $180 Calls at the Bid: 2150 @ $11.81 vs 3129 OI; Ref=$154.595

Oracle Option Alert: Jun 20 $155 Calls at the Bid: 1450 vs 1322 OI

Oracle Option Alert: Jun 20 $155 Calls at the Bid: 1450 @ $12.06 vs 1322 OI; Ref=$155.125

Oracle Option Alert: Jun, 2026 $140 Puts at the Bid: 350 vs 123 OI

Oracle Option Alert: Jun, 2026 $140 Puts at the Bid: 350 @ $15.45 vs 123 OI; Ref=$152.21

Oracle Option Alert: Apr 4 $175 Puts at the Bid: 361 vs 55 OI

Oracle Option Alert: Apr 4 $175 Puts at the Bid: 361 @ $22.75 vs 55 OI; Ref=$152.578

Oracle Option Alert: Jan, 2027 $75 Calls Sweep (5) near the Ask: 95 vs 1 OI

Oracle Option Alert: Jan, 2027 $75 Calls Sweep (5) near the Ask: 95 @ $82.292 vs 1 OI; Ref=$151.99

Oracle Option Alert: Jan, 2027 $195 Calls at the Bid: 800 vs 2512 OI

Oracle Option Alert: Jan, 2027 $195 Calls at the Bid: 800 @ $18.0 vs 2512 OI; Ref=$152.105

Oracle Option Alert: Jan, 2027 $150 Calls at the Ask: 201 vs 663 OI

Oracle Option Alert: Jan, 2027 $150 Calls at the Ask: 201 @ $33.35 vs 663 OI; Ref=$150.09

Oracle Option Alert: Jan, 2027 $85 Puts at the Bid: 1655 vs 72 OI

Oracle Option Alert: Jan, 2027 $85 Puts at the Bid: 1655 @ $3.85 vs 72 OI; Ref=$149.925

Oracle Option Alert: Jun 20 $150 Puts at the Ask: 1400 vs 2095 OI

Oracle Option Alert: Jun 20 $150 Puts at the Ask: 1400 @ $11.37 vs 2095 OI; Ref=$150.98

Oracle Option Alert: Mar, 2026 $165 Calls Sweep (12) near the Bid: 296 vs 125 OI

Oracle Option Alert: Mar, 2026 $165 Calls Sweep (12) near the Bid: 296 @ $20.602 vs 125 OI; Ref=$154.7

Oracle (NYSE:ORCL) Stock

ORACLE CORP

Oracle

Oracle Corporation

NASDAQ

Oracle provides enterprise applications and infrastructure offerings around the world through a variety of flexible IT deployment models, including on-premises, cloud-based, and hybrid. Founded in 1977, Oracle pioneered the first commercial SQL-based relational database management system, which is commonly used for running online transaction processing and data warehousing workloads. Besides database systems, Oracle also sells enterprise resource planning, or ERP, customer relationship management, or CRM, and human capital management, or HCM, applications. Today, Oracle has more than 159,000 full-time employees in over 170 countries.

Oracle Corp

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Shares of companies in the broader software sector are trading lower as stocks pull back after surging Wednesday following President Trump's tariff pause announcement.

k<a href="https://www.theinformation.com/articles/bytedances-2024-revenue-shows-importance-tiktok">https://www.theinformation.com/articles/bytedances-2024-revenue-shows-importance-tiktok</a>

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'ByteDance's 2024 Revenue Shows Importance of TikTok' - The Information

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Shares of software companies are trading higher following President Trump's decision to implement a 90-day pause on reciprocal tariffs for all countries except China.

Oracle Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) <a target="_blank" href="https://www.benzinga.com/pressreleases/25/04/n44708829/oracle-and-google-cloud-announce-industry-first-partner-program-and-powerful-new-capabilities-for-" rel="noreferrer noopener">penned a partnership</a> initiative with Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) Google Cloud.
This includes a new partner program and the upcoming launch of Oracle Base Database Service on Oracle Database@Google Cloud.
This collaboration aims to empower partners from both ecosystems to deliver Oracle Database@Google Cloud solutions to their customers.
The service now also supports Oracle Exadata X11M, and U.S. Government Cloud users can access the Oracle Interconnect for Google Cloud.
To meet increasing demand, the companies plan to expand the service to 11 new regions over the next year, including Australia and Europe.
Karan Batta, senior vice president of Oracle Cloud Infrastructure, stated, &#8220;Oracle Base Database Service on Oracle Database@Google Cloud will be another milestone in our partnership. It provides automated database lifecycle management, low-code application development, and independently scalable compute and storage resources with pay-as-you-go pricing.&#8221;
Andi Gutmans, vice president and general manager of databases, Google Cloud added, &#8220;The availability of Oracle Base Database Service will further help customers cost-effectively accelerate their cloud migrations with the technical strengths business-critical workloads require.&#8221;
Last month, Oracle and&nbsp;Microsoft&nbsp;launched the Oracle Exadata Database Service on Exascale Infrastructure, cutting infrastructure <a target="_blank" href="https://www.benzinga.com/25/03/44416435/oracle-expands-microsoft-partnership-enhances-cloud-offerings-and-secures-major-deals" rel="noreferrer noopener">costs by up to 95%</a>.
Investors can gain exposure to the stock via two exchange-traded funds (ETFs): Pacer Funds Pacer Data and Digital Revolution ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TRFK#NYSE">TRFK</a>) and Defiance Daily Target 2X Long ORCL ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ORCX#NASDAQ">ORCX</a>).
Price Action: ORCL shares are up 2.27% at $127.32 at the last check on Wednesday.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/25/03/44549959/oracle-health-data-breach-exposes-patient-information-at-us-hospitals" target="_blank" rel="noreferrer noopener">Oracle Health Data Breach Exposes Patient Information At US Hospitals</a></li>
</ul>
Photo via Shutterstock

Equities

Large Cap

Tech

GOOG

ORCX

TRFK

Oracle Base Service Coming To Google Cloud With Global Expansion Plans

<ul>
<li>Oracle confirmed a second massive data breach</li>
<li>The hacker gained access to sensitive information, including usernames, passwords, and encrypted passwords</li>
<li>The FBI and cybersecurity firm CrowdStrike Holdings are investigating</li>
</ul>
Oracle Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) has told customers a hacker has broken into its computer system and stolen client log-in credentials, <a href="https://www.reuters.com/technology/cybersecurity/oracle-tells-clients-second-recent-hack-log-in-data-stolen-bloomberg-news-2025-04-02/">Reuters</a> reported recently. The incident marks the second cybersecurity breach the company has come forward about in the last month.&nbsp;
According to insiders with knowledge of the situation, Reuters said that usernames, passwords, and encrypted passwords have been compromised. The company has said that the information was in an older system that has not been used for eight years, and therefore poses little risk to customers. However, the insiders were quoted saying that the data that was stolen included log-in credentials from as recent as 2024.
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Oracle told customers that this data breach is separate from the <a href="https://www.benzinga.com/25/03/44549959/oracle-health-data-breach-exposes-patient-information-at-us-hospitals">health data breach</a> that was confirmed at the end of March. In that incident, a hacker accessed Oracle's servers and transferred data, including patient records, to a remote location. At the time, the company was heavily criticized for its lack of transparency because it did not alert affected parties for several weeks.
In the most recent incident, the unidentified hacker attempted to sell the stolen data online and sought an extortion payment from the company. Oracle initially denied that the breach had occurred. <a href="https://www.bloomberg.com/news/articles/2025-04-02/oracle-tells-clients-of-second-recent-hack-log-in-data-stolen">Bloomberg</a> reported that a statement was sent to customers that said no Oracle Cloud customers experienced a breach or lost any data.
Trending: <a href="https://www.benzinga.com/money/how-a-10k-bet-on-health-care-originals-could-have-skyrocketed-your-portfolio">With Shares Starting at Just $1.52, This Could be Your Chance to Invest in the Future of Healthcare.</a>
But researchers from private security company Trustwave Holdings reportedly validated the data, confirming that it was pulled from Oracle's systems. Karl Sigler, a senior security research manager at Trustwave, described it to Singapore's <a href="https://www.businesstimes.com.sg/companies-markets/telcos-media-tech/oracle-tells-clients-second-recent-hack-log-data-stolen">Business Times</a> as a "rich dataset" that could be used for phishing e-mails and account takeovers.&nbsp;
<a href="https://www.reuters.com/technology/cybersecurity/oracle-tells-clients-second-recent-hack-log-in-data-stolen-bloomberg-news-2025-04-02/">Reuters</a> also said that the FBI and cybersecurity firm CrowdStrike Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWD#NASDAQ">CRWD</a>) have been investigating the accusations.
The FBI and CrowdStrike reportedly declined Reuters&#8217; requests for comment on the incident. While Oracle has yet to release a public statement, it has acknowledged the hacking internally, sources reportedly told Reuters.
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Oracle Confirms Another Massive Data Breach, Customer Log-In Credentials Sold On Black Market

The 10 wealthiest individuals in the world, including&nbsp;Elon Musk, CEO of&nbsp;Tesla Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>), have lost $174 billion following President Donald Trump&#8216;s tariff announcement on April 2. On a year-to-date basis, they lost nearly a staggering $350 billion.
What Happened: Following Trump&#8217;s tariff declaration last Wednesday, the S&amp;P 500 plummeted 11%. This resulted in a significant shrinkage of the equity stakes of the world&#8217;s richest, who had a combined net worth exceeding&nbsp;$2 trillion at the start&nbsp;of 2025. 
As per the Bloomberg Billionaires Index, since the tariff announcement on April 2, Elon Musk and Meta (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) CEO Mark Zuckerberg saw the maximum decline, with Musk losing $33 billion, while Zuckerberg lost $26 billion. Amazon&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) Jeff Bezos saw a decline of $21 billion, while Oracle (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NASDAQ">ORCL</a>) CEO Larry Ellison witnessed a $20 billion drop in their net worth.
Google (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>) founders, Larry Page and Sergey Brin, lost $12 billion and $11 billion, each. Former Microsoft (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) CEOs Bill Gates and Steve Balmer saw their fortune decline by $15 billion and $9 billion, respectively.
Meanwhile, Bernard Arnault, the French billionaire and CEO of the luxury brand LVMH, lost $14 billion of his net worth.
Surprisingly, legendary investor and chief of Berkshire Hathaway (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRK#NYSE">BRK</a>) (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRK#NYSE">BRK</a>), Warren Buffett&#8217;s net worth also fell by $13 billion since Trump&#8217;s tariff announcement on April 2. However, Buffett maintained a positive net worth year-to-date.
Why It Matters: On Monday, Musk&#8217;s <a href="https://www.benzinga.com/markets/25/04/44700935/elon-musks-net-worth-dives-below-300-billion-for-the-first-time-since-november-amid-tesla-attacks-an">net worth dipped </a>below $300 billion, a level unseen since the previous year. The Bloomberg Billionaires Index indicated that Musk&#8217;s wealth was $298 billion at Monday&#8217;s market close, marking a reduction of nearly $135 billion, or 31%, since the beginning of the year.
Meanwhile, President Trump&#8217;s <a href="https://www.benzinga.com/markets/25/04/44706255/trump-loses-500-million-in-personal-wealth-as-his-own-tariff-policy-sparks-sharp-declines-across-his-business-empire">net worth </a>also took a significant hit post the implementation of his extensive new tariffs. Within days, Trump's estimated net worth declined by nearly $600 million, falling from $4.7 billion to $4.1 billion, as per Forbes&#8217; analysis.
President Trump&#8217;s sweeping tariffs, announced on April 2, sparked market turmoil. The next day, stocks endured their worst single-day decline in five years, with the S&amp;P 500 falling nearly 5%, the Dow dropping 1,679 points, and the Nasdaq plummeting 6%.
<ul>
<li>READ MORE:&nbsp;<a href="https://benzinga.com/trading-ideas/long-ideas/25/04/44697177/marjorie-taylor-greene-buys-the-dip-congresswoman-purchases-shares-of-apple-amazon-nike-" target="_blank" rel="noreferrer noopener">Marjorie Taylor Greene Buys The Dip: Congresswoman Purchases Shares Of Apple, Amazon, Nike And More Following Tariff-Related Sell-Off</a></li>
</ul>
Image via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Markets

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Trump's Tariff Turmoil Topples Ultra-Rich's Wealth — $174B Wiped Out From Fortunes Of World's Top 10 Billionaires, Including Elon Musk, Warren Buffett And Mark Zuckerberg

Oracle Database@Google Cloud is planned to be available through Oracle and Google Cloud partners for the first time
Oracle Base Database Service is coming soon in limited preview
Oracle Exadata X11M support and Oracle Interconnect for Google Cloud support for Oracle U.S. Government Cloud now available
AUSTIN, Texas and SUNNYVALE, Calif., April 9, 2025 /PRNewswire/ --&nbsp;Oracle and Google Cloud today announced plans for an industry-first partner program and the planned availability of Oracle Base Database Service on <a href="https://c212.net/c/link/?t=0&amp;l=en&amp;o=4401661-1&amp;h=2435018739&amp;u=https%3A%2F%2Fwww.oracle.com%2Fcloud%2Fgoogle%2Foracle-database-at-google-cloud%2F&amp;a=Oracle+Database%40Google+Cloud">Oracle Database@Google Cloud</a>, as well as expanded capabilities and additional regions. The new partner program is designed to enable Oracle and Google Cloud partners to offer Oracle Database@Google Cloud to their customers. In addition, Oracle Database@Google Cloud now supports Oracle Exadata X11M, and for Oracle U.S. Government Cloud customers, Oracle Interconnect for Google Cloud is available. Finally, 11 new regions are planned within the next 12 months to help meet growing customer demand for Oracle Database@Google Cloud.

Contracts

Oracle And Google Cloud Enters Industry-First Partner Program And Debut Powerful New Capabilities For Oracle Database @Google Cloud

Oracle Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) stock just flashed <a href="https://www.benzinga.com/topic/death-cross">a Death Cross</a>, and the chart tells a very different story for a company trying to rewrite its cloud destiny.
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0408"><img loading="lazy" decoding="async" width="629" height="491" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/08104228/Screenshot-2025-04-08-at-5.30.12-PM.png" alt="" class="wp-image-862140" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/08104228/Screenshot-2025-04-08-at-5.30.12-PM.png 629w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/08104228/Screenshot-2025-04-08-at-5.30.12-PM-300x234.png 300w" sizes="(max-width: 629px) 100vw, 629px" /></a></figure>
<a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0408" target="_blank" rel="noreferrer noopener">Chart created using Benzinga Pro</a>
Oracle stock, at $127.16, is well below its 50-day simple moving average (SMA) of $158.48 and 200-day SMA of $160.27. When a stock's 50-day average drops below the 200-day, it triggers what technical analysts call a death cross &#8211; and it's not exactly a sign of bullish momentum.
Read Also: <a href="https://www.benzinga.com/markets/25/04/44656945/74-billion-wiped-out-since-tariff-declaration-see-how-much-the-billionaires-lost">$74 Billion Wiped Out Since Tariff Declaration — See How Much The Billionaires Lost</a>
<h2 class="wp-block-heading">All Signals Point Bearish &#8211; Despite A Tuesday Bounce</h2>
Even with a brief 3.83% pop on Tuesday morning, Oracle stock remains down over 20% year to date and has shed more than 11% in the past month. The trend is considered strongly bearish, with the share price trading under its eight, 20 and 50-day SMAs.
Oracle stock's Relative Strength Index (RSI) of 29.30 suggests the stock is oversold, while a Moving Average Convergence Divergence (MACD) of a negative 7.86 reinforces the bearish tone. 
Simply put, the technical backdrop is grim &#8211; and buyers seem to be lurking, but not committing.
<h2 class="wp-block-heading">Cloud Ambitions In A Tiered Universe</h2>
Fundamentally, it's not all bad news. Cantor Fitzgerald just <a href="https://www.investing.com/news/analyst-ratings/cantor-fitzgerald-maintains-overweight-rating-on-oracle-stock-93CH-3974129">reaffirmed</a> its &#8216;Overweight&#8217; rating, citing Oracle's expanding footprint in cloud infrastructure. But context matters. While Amazon.com Inc&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) Amazon Web Services and Microsoft Corp&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) Azure dominate as tier-one providers, Oracle is still fighting for relevance &#8211; sitting in the third tier behind 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 Cloud Platform.
Oracle's cloud push has leaned heavily on its GPU hardware capabilities and generous discounting to draw in customers. The effort is slowly moving it beyond its legacy base, but Wall Street isn't seeing a near-term payoff just yet.
<h2 class="wp-block-heading">Strong Margins, Weak Momentum</h2>
Oracle still boasts a hefty market cap of $368 billion and an enviable gross profit margin of 71.12%. 
But even strong fundamentals can't hide from a faltering chart. Right now, Oracle's numbers look better on paper than they do in pixels.
Read Next: 
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</ul>
Image: Shutterstock

Technicals

Signals

Trading Ideas

Oracle Chart Flatlines As Death Cross Adds To Tech Stock's Tough Month

Whales with a lot of money to spend have taken a noticeably bullish stance on Oracle.
Looking at options history for Oracle (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) we detected 82 trades.
If we consider the specifics of each trade, it is accurate to state that 58% of the investors opened trades with bullish expectations and 31% with bearish.
From the overall spotted trades, 61 are puts, for a total amount of $4,706,177 and 21, calls, for a total amount of $941,170.
<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 $90.0 to $200.0 for Oracle during the past quarter. 
<h3>Volume &amp; Open Interest Development</h3>
In terms of liquidity and interest, the mean open interest for Oracle options trades today is 1674.8 with a total volume of 13,308.00.
In the following chart, we are able to follow the development of volume and open interest of call and put options for Oracle's big money trades within a strike price range of $90.0 to $200.0 over the last 30 days.
<h3>Oracle Call and Put Volume: 30-Day Overview</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1744041693_0.png" alt="Options Call Chart" />
<h3>Significant Options Trades Detected:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>ORCL</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$24.15</td>
<td>$23.7</td>
<td>$23.7</td>
<td>$135.00</td>
<td>$391.0K</td>
<td>1.7K</td>
<td>220</td>
</tr>
<tr>
<td>ORCL</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>05/16/25</td>
<td>$3.9</td>
<td>$3.6</td>
<td>$3.9</td>
<td>$115.00</td>
<td>$390.0K</td>
<td>5.1K</td>
<td>1.2K</td>
</tr>
<tr>
<td>ORCL</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>12/18/26</td>
<td>$18.6</td>
<td>$16.6</td>
<td>$18.5</td>
<td>$115.00</td>
<td>$240.5K</td>
<td>158</td>
<td>131</td>
</tr>
<tr>
<td>ORCL</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>04/17/25</td>
<td>$6.25</td>
<td>$5.85</td>
<td>$5.85</td>
<td>$125.00</td>
<td>$186.6K</td>
<td>13.3K</td>
<td>1.0K</td>
</tr>
<tr>
<td>ORCL</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/15/27</td>
<td>$76.4</td>
<td>$74.9</td>
<td>$76.4</td>
<td>$200.00</td>
<td>$183.3K</td>
<td>102</td>
<td>24</td>
</tr>
</tbody>
</table>

<h3>About Oracle</h3>
Oracle provides enterprise applications and infrastructure offerings around the world through a variety of flexible IT deployment models, including on-premises, cloud-based, and hybrid. Founded in 1977, Oracle pioneered the first commercial SQL-based relational database management system, which is commonly used for running online transaction processing and data warehousing workloads. Besides database systems, Oracle also sells enterprise resource planning, or ERP, customer relationship management, or CRM, and human capital management, or HCM, applications. Today, Oracle has more than 159,000 full-time employees in over 170 countries.
<h3>Where Is Oracle Standing Right Now?</h3>
<ul>
<li>With a volume of 8,474,793, the price of ORCL is down -0.98% at $127.01. </li>
<li>RSI indicators hint that the underlying stock may be approaching oversold.</li>
<li>Next earnings are expected to be released in 64 days.</li>
</ul>
<h3>What The Experts Say On Oracle</h3>
5 market experts have recently issued ratings for this stock, with a consensus target price of $188.4.
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; Reflecting concerns, an analyst from WestPark Capital lowers its rating to Buy with a new price target of $195. 
&#x2A; An analyst from BMO Capital has decided to maintain their Market Perform rating on Oracle, which currently sits at a price target of $175. 
&#x2A; In a cautious move, an analyst from Stephens &amp; Co. downgraded its rating to Equal-Weight, setting a price target of $167. 
&#x2A; Maintaining their stance, an analyst from Evercore ISI Group continues to hold a Outperform rating for Oracle, targeting a price of $185. 
&#x2A; An analyst from Guggenheim downgraded its action to Buy with a price target of $220. 
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 Oracle, <a href="https://www.benzinga.com/pro/">Benzinga Pro</a> gives you real-time options trades alerts.

Options

Behind the Scenes of Oracle's Latest Options Trends

In a significant market downturn since President Donald Trump announced new tariffs worldwide, the world&#8217;s wealthiest individuals have seen their fortunes shrink by $74 billion.
What Happened: The market turmoil following Trump&#8217;s sweeping tariffs led to a considerable loss in wealth for the top 10 richest people globally. The S&amp;P 500 experienced a near 5% drop,&nbsp;the Dow lost 1,679 points,&nbsp;and the Nasdaq composite plunged&nbsp;6%.
Elon Musk, who has been facing public backlash for his association&nbsp;with the White House DOGE&nbsp;office and subsequent boycotts against&nbsp;Tesla Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>), saw his net worth decrease by $11 billion. Musk&#8217;s wealth is primarily tied to his stake in Tesla.
Similarly, Jeff Bezos,&nbsp;the founder and executive chairman&nbsp;of&nbsp;Amazon&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), suffered a $15.9 billion reduction in his wealth.&nbsp;Meta&#8217;s&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FB#NASDAQ">FB</a>)&nbsp;Mark Zuckerberg&nbsp;lost $17.9 billion amid criticism over the rollback of fact-checking on Meta platforms.
Other billionaires who felt the impact include&nbsp;Warren Buffett&nbsp;of&nbsp;Berkshire Hathaway&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRK#NYSE">BRK</a>),&nbsp;Bernard Arnault&nbsp;of LVMH (OTC:<a class="ticker" href="https://www.benzinga.com/stock/LVMUY#OTC">LVMUY</a>),&nbsp;Bill Gates,&nbsp;Larry Ellison&nbsp;of&nbsp;Oracle&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>),&nbsp;Larry Page&nbsp;and&nbsp;Sergey Brin&nbsp;of&nbsp;Alphabet&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>), and former Microsoft CEO&nbsp;Steve Ballmer.
Why It Matters: The significant loss in wealth for these billionaires underscores the far-reaching impact of Trump&#8217;s tariffs on the global economy. 
The market downturn not only affects the world&#8217;s richest but also has potential implications for average investors and the broader economy. 
The tariffs, intended to protect domestic industries, have sparked market chaos and uncertainty, leading to significant financial losses for some of the world&#8217;s most influential business leaders.
Shutterstock: Nmorguelan

LVMUY

$74 Billion Wiped Out Since Tariff Declaration — See How Much The Billionaires Lost

The ongoing negotiations over TikTok's U.S. operations have been delayed after China signaled its opposition to the proposed sale. President Donald Trump has extended the deadline for ByteDance's divestment <a href="https://www.benzinga.com/news/25/04/44645172/china-retaliates-with-34-tariff-on-all-us-imports-urges-trump-to-immediately-cancel-the-tariffs-calls-for-negotiation">due to the tariff hikes</a>.
What Happened: On Friday, President Trump announced an extension of the deadline for ByteDance to sell its U.S. operations of the popular video-sharing app TikTok.
The new deadline, extended by 75 days, was <a href="https://in.benzinga.com/25/03/44350823/oracle-reportedly-in-talks-with-white-house-over-project-texas-20-to-manage-tiktok-amid-security-concerns">initially set to expire</a> on Saturday under a 2024 law that mandates ByteDance sell TikTok's U.S. assets or face a potential ban.
The delay comes after China expressed strong disapproval of the deal, a stance that has now complicated the negotiations, reported Reuters, citing two people familiar with the matter.
See Also: <a href="https://www.benzinga.com/25/04/44641631/trumps-reciprocal-tariffs-threaten-to-derail-big-techs-billion-dollar-ai-infrastructure-plans-analysts-warn-stargate-was-already-unlikely-to-get-to-that-scale">Trump&#8217;s Reciprocal Tariffs Threaten To Derail Big Tech&#8217;s Billion-Dollar AI Infrastructure Plans, Analyst Singles Out This OpenAI-Linked Project As Likely To Get Hit</a>
The deal was reportedly <a href="https://in.benzinga.com/general/social-media/25/03/44563161/trump-says-tiktok-has-a-lot-of-potential-buyers-deal-to-come-before-saturday-deadline">near completion by Wednesday</a>, with the structure set to spin off TikTok&#8217;s U.S. operations into a new company. This new company would have been based in the U.S. and majority-owned by U.S. investors, with ByteDance maintaining a minority stake of less than 20%.
However, as tensions escalated over the U.S.-China trade relations and the recently introduced tariffs, China's opposition halted the deal.
The Chinese government, via the Chinese Embassy in Washington, said, "China has stated its position on TikTok on multiple occasions. China has always respected and protected the legitimate rights and interests of enterprises and opposed practices that violate the basic principles of the market economy."
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This response followed President Trump's decision to implement a new round of tariffs, increasing duties on <a href="https://www.benzinga.com/news/global/25/04/44628368/trumps-tariffs-prompt-china-to-vow-countermeasures-experts-see-retaliation-likely">Chinese goods to 54%</a>, which directly affected the negotiations.
Trump acknowledged the difficulty in finalizing the deal given the new tariffs but expressed hope that discussions could continue in good faith with China.
He also stated, &#8220;We do not want TikTok to &#8216;go dark,'&#8221; underscoring his intention to find a solution that prevents the app from being banned in the U.S.
Why It Matters: The delay in TikTok's U.S. divestment highlights the ongoing friction between the U.S. and China over tech companies, national security concerns, and trade relations.
TikTok has faced scrutiny from U.S. lawmakers over concerns that the Chinese government could use the app to gather sensitive data on American citizens or influence them through its algorithm.
The <a href="https://in.benzinga.com/25/03/44345433/tiktok-ban-deadline-looms-but-vice-president-jd-vance-confirms-high-level-us-ownership-deal-is-nearly-done">2024 law was passed</a> with bipartisan support to address these concerns, and lawmakers have insisted that the divestment proceed swiftly to protect U.S. users.
<a href="https://www.benzinga.com/trading-ideas/movers/25/04/44645102/applovin-wants-tiktok-but-can-it-beat-amazon-and-onlyfans-to-the-punch">With companies such</a> as Oracle Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>), Blackstone Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BX#NYSE">BX</a>), Amazon.com, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), and Andreessen Horowitz already involved in discussions to buy TikTok's U.S. operations, the potential for a resolution remains uncertain as China's approval becomes a critical obstacle.&nbsp;
Check out more of Benzinga's Consumer Tech coverage by&nbsp;<a href="https://www.benzinga.com/topic/consumer-tech" target="_blank" rel="noreferrer noopener">following this link</a>.
Read Next:
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<li><a href="https://www.benzinga.com/markets/25/01/43373775/tim-cook-praises-chinas-deepseek-for-driving-efficiency-stresses-apples-prudent-and-deliberate-approach-toward-capital-expenditure" target="_blank" rel="noreferrer noopener">Tim Cook Praises China&#8217;s DeepSeek For Driving Efficiency, Stresses Apple&#8217;s ‘Prudent And Deliberate&#8217; Approach Toward Capital Expenditure</a></li>
</ul>
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: Shutterstock

Social Media

Media

TikTok's US Future In Limbo As China Blocks Sale, Trump Grants 75-Day Extension

Global

President Trump Says Have Made Tremendous Progress On TikTok Deal; I Am Signing An Executive Order To Keep TikTok Up And Running For An Additional 75 Days; Hope To Continue Working In Good Faith With China; We Do Not Want TikTok To "Go Dark."; We Look Forward To Working With TikTok And China To Close The Deal

Shares of software companies are trading lower as global markets continue to decline following President Trump's announcement of sweeping tariffs

President Donald Trump's <a href="https://in.benzinga.com/news/global/25/04/44631606/trumps-tariff-exemptions-include-semiconductors-pharmaceuticals-oil-and-more">new reciprocal tariffs</a> could undermine the billion-dollar AI infrastructure projects being spearheaded by leading tech companies, analysts warn.
What Happened: On Thursday, analysts highlighted the negative impact of the Trump administration's tariffs on technology equipment, which were levied at 34% on China, 32% on Taiwan, and 25% on South Korea, while also imposing a 10% baseline tariff on all imports to the U.S., reported Reuters.
The tariffs threaten to raise the costs of essential hardware used in artificial intelligence infrastructure, such as data centers, servers, and chips.
See Also: <a href="https://www.benzinga.com/markets/25/04/44640656/apple-making-iphones-in-america-a-fantasy-that-sounds-great-behind-the-microphones-says-top-analyst-dan-ives">Apple Making iPhones In America A Fantasy That Sounds Great &#8216;Behind The Microphones,&#8217; Says Top Analyst Dan Ives</a>
&#8220;Capital expenditure by tech giants will get reshuffled,&#8221; said Abhishek Singh, partner at Everest Group. &#8220;Expect major players in AI infrastructure and consumer tech to reallocate short-term spending away from expansion and toward procurement hedging or sourcing shifts.&#8221;
The tariffs are expected to increase the cost of <a href="https://www.benzinga.com/markets/25/02/43908921/microsoft-pulls-plug-on-ai-data-center-leases-says-analyst-oversupply-situation-likely">building data centers</a> in the U.S., potentially delaying large-scale AI projects.
D.A. Davidson analyst Gil Luria pointed out that companies like Microsoft Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) and Amazon.com, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) have already begun to scale back their data center investments due to financial uncertainty.
&#8220;Microsoft has already started articulating a more balanced, cautious approach to their data center build-out,&#8221; Luria noted.
The most high-profile project affected is the $500 billion Stargate venture between Oracle Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>), SoftBank Group (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SFTBF#OTC">SFTBF</a>) (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SFTBY#OTC">SFTBY</a>), and OpenAI, aimed at building 20 data centers across the U.S.
&#8220;Stargate was already unlikely to get to that scale even before these things happened. Given the shock to the economy that these tariffs represent, it is highly unlikely that such a risky endeavor will be able to raise anywhere near that number in terms of debt financings,&#8221; stated Luria.
Subscribe to the&nbsp;<a href="https://bztechtrends.beehiiv.com/subscribe" target="_blank" rel="noreferrer noopener">Benzinga Tech Trends newsletter</a>&nbsp;to get all the latest tech developments delivered to your inbox.
Why It Matters: President Trump&#8217;s sweeping new trade tariffs jolted global markets on Thursday, sparking a dramatic sell-off reminiscent of the pandemic-era crashes.
Wall Street witnessed a <a href="https://in.benzinga.com/government/regulations/25/04/44631916/wall-street-wipes-out-2-trillion-apple-eyes-worst-day-since-covid-19-pandemic-oil-plummets-whats-driving-markets-thursday">staggering $2 trillion wiped</a> from market value, with the 10 largest U.S. companies alone accounting for $1 trillion of those losses.
Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) plunged 9.25%, Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) fell 7.81%, Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) dropped 8.98%, and Advanced Micro Devices Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) slid 8.9%.
Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) declined 5.47%, while Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) lost 8.96%. Alphabet Inc.'s Class A shares (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) dipped 4.02%, and Class C shares (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) were down 3.92%, according to <a href="http://pro.benzinga.com/">data from Benzinga Pro</a>.
Photo Courtesy: Jack_the_sparow on Shutterstock
Read Next:
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<li><a href="https://www.benzinga.com/markets/25/01/43373775/tim-cook-praises-chinas-deepseek-for-driving-efficiency-stresses-apples-prudent-and-deliberate-approach-toward-capital-expenditure" target="_blank" rel="noreferrer noopener">Tim Cook Praises China's DeepSeek For Driving Efficiency, Stresses Apple's ‘Prudent And Deliberate' Approach Toward Capital Expenditure</a></li>
</ul>
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

AAPL

NVDA

SFTBF

SFTBY

Trump's Reciprocal Tariffs Threaten To Derail Big Tech's Billion-Dollar AI Infrastructure Plans, Analyst Singles Out This OpenAI-Linked Project As Likely To Get Hit

On Thursday, President Donald Trump confirmed that the U.S. is <a href="https://in.benzinga.com/general/social-media/25/02/43511395/trump-pushes-for-tiktok-deal-china-could-oblige-if-it-werent-for-those-tariffs-heres-what-we-know">nearing a deal</a> to spare TikTok from a potential ban, with ongoing discussions involving multiple investors and a possible tariff agreement with China.
What Happened: During remarks aboard Air Force One, Trump said, &#8220;We're very close to a deal with a very good group of people,&#8221; <a href="https://www.bloomberg.com/news/articles/2025-04-03/trump-says-tiktok-deal-within-reach-involves-multiple-investors?srnd=phx-technology">reported</a> Bloomberg.
<a href="https://in.benzinga.com/25/03/44506732/donald-trump-says-he-may-cut-tariffs-on-china-to-seal-tiktok-deal-bytedance-has-until-april-5-to-sell-or-face-us-ban">Trump also reiterated</a> that he would be willing to offer tariff relief as part of the negotiation process with China to help secure approval for the eventual sale of TikTok.
See Also:&nbsp;<a href="https://www.benzinga.com/tech/25/03/44506409/steve-jobs-warned-34-years-ago-about-america-being-hollowed-out-by-foreign-manufacturing-a-concern-trump-now-echoes" target="_blank" rel="noreferrer noopener">Steve Jobs Warned 34 Years Ago About America Being ‘Hollowed Out' By Foreign Manufacturing — A Concern Trump Now Echoes</a>
&#8220;You have a situation with TikTok where China will probably say, we'll approve a deal but will you do something on the tariff? The tariffs give us great power to negotiate. They always have,&#8221; he stated.
However, he admitted that he had &#8220;no knowledge&#8221; of whether Chinese authorities would approve the approach.
Subscribe to the&nbsp;<a href="https://bztechtrends.beehiiv.com/subscribe" target="_blank" rel="noreferrer noopener">Benzinga Tech Trends newsletter</a>&nbsp;to get all the latest tech developments delivered to your inbox.
Why It Matters: TikTok, the Chinese-owned social media app owned by ByteDance, has faced increasing scrutiny over national security concerns related to data privacy and its algorithm.
The president's latest comments follow discussions with a consortium of U.S. investors, including Blackstone Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BX#NYSE">BX</a>), Oracle Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) and Andreessen Horowitz, looking to acquire the app.
Amazon.com, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) has also reportedly made a<a href="https://in.benzinga.com/news/25/04/44613084/amazon-makes-surprise-bid-for-tiktok-amid-us-ban-threat-report"> last-minute surprise bid</a> to buy the entire U.S. operation of TikTok.
Image via Shutterstock
Check out more of Benzinga&#8217;s Consumer Tech coverage by&nbsp;<a href="https://www.benzinga.com/topic/consumer-tech" target="_blank" rel="noreferrer noopener">following this link</a>.
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</ul>

Trump Says US Near TikTok Deal, Reiterates Trade Relief Offer For China's Approval: 'Tariffs Give Us Great Power To Negotiate'

AUID

Shares of software companies are trading lower as markets react to President Trump's announcement of sweeping tariffs.

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders will search for circumstances when the market estimation of an option diverges heavily from its normal worth. High amounts of trading activity could push option prices to exaggerated or underestimated levels. 
Below are some instances of options activity happening in the Information Technology sector: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>MSTR</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>04/04/25</td>
<td>$270.00</td>
<td>$36.2K</td>
<td>2.5K</td>
<td>21.2K</td>
</tr>
<tr>
<td>AAPL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>04/04/25</td>
<td>$217.50</td>
<td>$29.6K</td>
<td>2.6K</td>
<td>9.1K</td>
</tr>
<tr>
<td>WULF</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>04/11/25</td>
<td>$2.50</td>
<td>$31.5K</td>
<td>179</td>
<td>5.1K</td>
</tr>
<tr>
<td>NVDA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/16/25</td>
<td>$110.00</td>
<td>$137.9K</td>
<td>18.5K</td>
<td>5.1K</td>
</tr>
<tr>
<td>CSCO</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>09/19/25</td>
<td>$52.50</td>
<td>$173.0K</td>
<td>2.7K</td>
<td>2.0K</td>
</tr>
<tr>
<td>ZS</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>06/18/26</td>
<td>$170.00</td>
<td>$2.8 million</td>
<td>11</td>
<td>1.9K</td>
</tr>
<tr>
<td>ORCL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>08/15/25</td>
<td>$120.00</td>
<td>$35.1K</td>
<td>134</td>
<td>1.2K</td>
</tr>
<tr>
<td>IBM</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/16/25</td>
<td>$230.00</td>
<td>$256.2K</td>
<td>1.1K</td>
<td>568</td>
</tr>
<tr>
<td>MU</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$90.00</td>
<td>$128.6K</td>
<td>14.0K</td>
<td>522</td>
</tr>
<tr>
<td>STM</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$18.00</td>
<td>$39.6K</td>
<td>534</td>
<td>201</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• For MSTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>), we notice a put option sweep that happens to be bullish, expiring in 1 day(s) on April 4, 2025. This event was a transfer of 100 contract(s) at a $270.00 strike. This particular put needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $36.2K, with a price of $363.0 per contract. There were 2550 open contracts at this strike prior to today, and today 21202 contract(s) were bought and sold. 
• Regarding AAPL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), we observe a call option sweep with bearish sentiment. It expires in 1 day(s) on April 4, 2025. Parties traded 2281 contract(s) at a $217.50 strike. This particular call needed to be split into 36 different trades to become filled. The total cost received by the writing party (or parties) was $29.6K, with a price of $13.0 per contract. There were 2608 open contracts at this strike prior to today, and today 9112 contract(s) were bought and sold. 
• Regarding WULF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WULF#NASDAQ">WULF</a>), we observe a put option sweep with bullish sentiment. It expires in 8 day(s) on April 11, 2025. Parties traded 2240 contract(s) at a $2.50 strike. This particular put needed to be split into 22 different trades to become filled. The total cost received by the writing party (or parties) was $31.5K, with a price of $14.0 per contract. There were 179 open contracts at this strike prior to today, and today 5198 contract(s) were bought and sold. 
• Regarding NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we observe a call option sweep with bullish sentiment. It expires in 43 day(s) on May 16, 2025. Parties traded 310 contract(s) at a $110.00 strike. This particular call needed to be split into 10 different trades to become filled. The total cost received by the writing party (or parties) was $137.9K, with a price of $445.0 per contract. There were 18536 open contracts at this strike prior to today, and today 5103 contract(s) were bought and sold. 
• Regarding CSCO (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>), we observe a put option trade with bullish sentiment. It expires in 169 day(s) on September 19, 2025. Parties traded 1000 contract(s) at a $52.50 strike. The total cost received by the writing party (or parties) was $173.0K, with a price of $173.0 per contract. There were 2747 open contracts at this strike prior to today, and today 2051 contract(s) were bought and sold. 
• For ZS (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ZS#NASDAQ">ZS</a>), we notice a put option trade that happens to be bullish, expiring in 441 day(s) on June 18, 2026. This event was a transfer of 1336 contract(s) at a $170.00 strike. The total cost received by the writing party (or parties) was $2.8 million, with a price of $2145.0 per contract. There were 11 open contracts at this strike prior to today, and today 1959 contract(s) were bought and sold. 
• Regarding ORCL (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>), we observe a call option sweep with neutral sentiment. It expires in 134 day(s) on August 15, 2025. Parties traded 14 contract(s) at a $120.00 strike. This particular call needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $35.1K, with a price of $2510.0 per contract. There were 134 open contracts at this strike prior to today, and today 1283 contract(s) were bought and sold. 
• Regarding IBM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>), we observe a put option sweep with bullish sentiment. It expires in 43 day(s) on May 16, 2025. Parties traded 350 contract(s) at a $230.00 strike. This particular put needed to be split into 5 different trades to become filled. The total cost received by the writing party (or parties) was $256.2K, with a price of $731.0 per contract. There were 1151 open contracts at this strike prior to today, and today 568 contract(s) were bought and sold. 
• Regarding MU (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>), we observe a put option sweep with bullish sentiment. It expires in 78 day(s) on June 20, 2025. Parties traded 80 contract(s) at a $90.00 strike. This particular put needed to be split into 10 different trades to become filled. The total cost received by the writing party (or parties) was $128.6K, with a price of $1607.0 per contract. There were 14050 open contracts at this strike prior to today, and today 522 contract(s) were bought and sold. 
• Regarding STM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/STM#NYSE">STM</a>), we observe a put option trade with bullish sentiment. It expires in 288 day(s) on January 16, 2026. Parties traded 200 contract(s) at a $18.00 strike. The total cost received by the writing party (or parties) was $39.6K, with a price of $198.0 per contract. There were 534 open contracts at this strike prior to today, and today 201 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.

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10 Information Technology Stocks Whale Activity In Today's Session

Oracle Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) just pulled back the curtain on its cloud ambitions at OCI Day, giving investors a close-up look at <a href="https://www.benzinga.com/topic/artificial-intelligence">its AI-powered</a> data center expansion.
While AI demand continues to surge, JPMorgan analyst Mark R. Murphy remains cautious, maintaining a Neutral stance on Oracle stock with a $135 price target, below its current trading level of $145.86.
<h1 class="wp-block-heading">AI Demand: Booming, But Is It Enough?</h1>
Oracle is doubling down on its AI infrastructure, expanding its customer-facing regions from 69 to 101 in the past year. But while the company insists demand is outpacing supply, Murphy notes that this messaging feels less urgent than before. 
Still, Oracle's investment in AI data centers suggests confidence in sustained demand, despite growing chatter about an "overbuild" or even an AI bubble.
Read Also: <a href="https://www.benzinga.com/news/25/04/44613084/amazon-makes-surprise-bid-for-tiktok-amid-us-ban-threat-report">Amazon&#8217;s Surprise Bid For TikTok As U.S. Ban Threat Looms</a>
<h1 class="wp-block-heading">Training Vs. Inferencing: Oracle Sees No Difference</h1>
One of the most debated topics in AI infrastructure is the difference between training (building models) and inferencing (running models). While Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) leans heavily on inferencing for steady revenue, Oracle argues that for major customers, both processes look the same. This implies a more persistent AI compute need than skeptics might believe, said Murphy.
<h1 class="wp-block-heading">Bubble Concerns? Oracle Hedging Its Bets</h1>
With Microsoft CEO Satya Nadella warning of an AI "overbuild" and Alibaba Group Holdings Ltd's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABAF#NYSE">BABAF</a>) chairman hinting at a potential bubble, Oracle's response was refreshingly pragmatic, Murphy noted.
Oracle Executive Vice President Clay Magouyrk dodged long-term predictions, instead emphasizing infrastructure flexibility — stating Oracle could repurpose its GPUs for general computing or storage if AI demand wanes. This adaptability could prove crucial if the AI hype cycle falters.
<h1 class="wp-block-heading">Oracle's Data Center Push: Big, But Not The Biggest</h1>
The event took place at Oracle's Novva facility in Utah, a massive operation but one dwarfed by neighboring Amazon.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) and Boeing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>) data centers.
Oracle also showcased plans for an even larger facility in Abilene, Texas, suggesting its AI cloud ambitions are just getting started.
Murphy sees Oracle's AI-driven cloud expansion as a long-term play, but acknowledges near-term challenges — particularly hefty capital expenditures cutting into free cash flow.
While Oracle's growth trajectory is promising, it still faces hurdles in keeping up with hyperscaler giants. For now, the AI gold rush continues — but not without risks.
ORCL Price Action: Oracle stock is down 5.41% at $137.97 Thursday morning at publication.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/markets/25/04/44601400/nvidia-rival-amd-completes-4-9b-acquisition-of-zt-systems-to-strengthen-ai-and-data-center-dominance">Nvidia Rival AMD Completes $4.9B Acquisition Of ZT Systems To Strengthen AI And Data Center Dominance</a></li>
</ul>
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Oracle's AI Bet: Overbuilt Or Future-Proof? Analyst Weighs In

Guggenheim analyst John Difucci reiterates Oracle (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) with a Buy and maintains $220 price target.

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Unusual Options Activity for

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PARTENAIRE / CONTRIBUTEUR

BENZINGA MONDIAL

Date	Put/Call	Strike Price	Exp Date	DTE	Trade Vol	Day Vol	Vol / OI	OI	Trade Type	Sentiment
03:51 PMMar 24, 2025	CALL	$180.00	Jan 15, 2027	643	675	333	192	351	SWEEP	BULLISH
03:50 PMMar 24, 2025	CALL	$180.00	Jan 15, 2027	643	342	333	97	351	SWEEP	BULLISH
01:39 PMMar 24, 2025	CALL	$180.00	Jan 16, 2026	279	2173	2150	69	3129	TRADE	BEARISH
10:45 AMMar 24, 2025	CALL	$155.00	Jun 20, 2025	69	1460	1450	110	1322	TRADE	BEARISH
02:48 PMMar 20, 2025	PUT	$140.00	Jun 18, 2026	432	350	350	285	123	TRADE	BULLISH
10:17 AMMar 20, 2025	PUT	$175.00	Apr 04, 2025	-8	1350	361	2455	55	TRADE	NEUTRAL
01:29 PMMar 19, 2025	CALL	$75.00	Jan 15, 2027	643	95	95	9500	1	SWEEP	BULLISH
01:28 PMMar 19, 2025	CALL	$195.00	Jan 15, 2027	643	800	800	32	2512	TRADE	NEUTRAL
03:01 PMMar 18, 2025	CALL	$150.00	Jan 15, 2027	643	9	201	1	663	TRADE	BULLISH
02:20 PMMar 18, 2025	PUT	$85.00	Jan 15, 2027	643	1655	1655	2299	72	TRADE	BULLISH
10:24 AMMar 18, 2025	PUT	$150.00	Jun 20, 2025	69	1412	1400	67	2095	TRADE	BEARISH
02:55 PMMar 17, 2025	CALL	$165.00	Mar 20, 2026	342	296	296	237	125	SWEEP	BEARISH