L'intérêt à découvert pour Super Micro Computer donne aux investisseurs une idée du degré auquel les investisseurs parient sur la baisse de l'action de Super Micro Computer. Les données sur l'intérêt à découvert sont mises à jour toutes les deux semaines.

Super Micro Computer (NASDAQ:SMCI) Stock, Rapport sur les intérêts à découvert

SUPER MICRO COMPUTER INC

Super Micro Computer

Super Micro Computer Inc provides high-performance server technology services to cloud computing, data centers, Big Data, high-performance computing, and the "Internet of Things" embedded markets. Its solutions include server, storage, blade, and workstations to full racks, networking devices, and server management software. The firm follows a modular architectural approach, which provides flexibility to deliver customized solutions. The Company operates in one operating segment that develops and provides high-performance server solutions based upon an innovative, modular, and open-standard architecture. More than half of the firm's revenue is generated in the United States, with the rest coming from Europe, Asia, and other regions.

Super Micro Computer, Inc. - Common Stock

Super Micro Computer Inc

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>NVDA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>08/01/25</td>
<td>$180.00</td>
<td>$181.0K</td>
<td>188.8K</td>
<td>292.2K</td>
</tr>
<tr>
<td>PANW</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>08/08/25</td>
<td>$180.00</td>
<td>$129.3K</td>
<td>11</td>
<td>8.0K</td>
</tr>
<tr>
<td>TER</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$105.00</td>
<td>$1.6 million</td>
<td>9.9K</td>
<td>6.0K</td>
</tr>
<tr>
<td>TSM</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>08/01/25</td>
<td>$245.00</td>
<td>$43.0K</td>
<td>5.1K</td>
<td>3.1K</td>
</tr>
<tr>
<td>MSTR</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>08/08/25</td>
<td>$400.00</td>
<td>$46.2K</td>
<td>1.0K</td>
<td>2.8K</td>
</tr>
<tr>
<td>SMCI</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>08/08/25</td>
<td>$61.00</td>
<td>$44.3K</td>
<td>2.3K</td>
<td>1.9K</td>
</tr>
<tr>
<td>FSLR</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>08/22/25</td>
<td>$170.00</td>
<td>$44.8K</td>
<td>65</td>
<td>1.2K</td>
</tr>
<tr>
<td>AMD</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/16/26</td>
<td>$250.00</td>
<td>$27.5K</td>
<td>9.5K</td>
<td>1.1K</td>
</tr>
<tr>
<td>LRCX</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>08/01/25</td>
<td>$100.00</td>
<td>$34.0K</td>
<td>1.1K</td>
<td>1.0K</td>
</tr>
<tr>
<td>AAPL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$210.00</td>
<td>$27.3K</td>
<td>15.6K</td>
<td>948</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• For NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we notice a call option sweep that happens to be bullish, expiring in 2 day(s) on August 1, 2025. This event was a transfer of 1000 contract(s) at a $180.00 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 $181.0K, with a price of $181.0 per contract. There were 188883 open contracts at this strike prior to today, and today 292224 contract(s) were bought and sold. 
• Regarding PANW (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>), we observe a call option sweep with bullish sentiment. It expires in 9 day(s) on August 8, 2025. Parties traded 202 contract(s) at a $180.00 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 $129.3K, with a price of $640.0 per contract. There were 11 open contracts at this strike prior to today, and today 8085 contract(s) were bought and sold. 
• Regarding TER (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TER#NASDAQ">TER</a>), we observe a call option trade with bullish sentiment. It expires in 16 day(s) on August 15, 2025. Parties traded 2500 contract(s) at a $105.00 strike. The total cost received by the writing party (or parties) was $1.6 million, with a price of $649.0 per contract. There were 9987 open contracts at this strike prior to today, and today 6045 contract(s) were bought and sold. 
• For TSM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), we notice a call option sweep that happens to be bullish, expiring in 2 day(s) on August 1, 2025. This event was a transfer of 200 contract(s) at a $245.00 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 $43.0K, with a price of $214.0 per contract. There were 5196 open contracts at this strike prior to today, and today 3165 contract(s) were bought and sold. 
• For MSTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>), we notice a call option trade that happens to be bullish, expiring in 9 day(s) on August 8, 2025. This event was a transfer of 32 contract(s) at a $400.00 strike. The total cost received by the writing party (or parties) was $46.2K, with a price of $1445.0 per contract. There were 1066 open contracts at this strike prior to today, and today 2847 contract(s) were bought and sold. 
• For SMCI (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>), we notice a call option sweep that happens to be bullish, expiring in 9 day(s) on August 8, 2025. This event was a transfer of 100 contract(s) at a $61.00 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 $44.3K, with a price of $443.0 per contract. There were 2358 open contracts at this strike prior to today, and today 1979 contract(s) were bought and sold. 
• For FSLR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FSLR#NASDAQ">FSLR</a>), we notice a put option trade that happens to be bullish, expiring in 23 day(s) on August 22, 2025. This event was a transfer of 76 contract(s) at a $170.00 strike. The total cost received by the writing party (or parties) was $44.8K, with a price of $590.0 per contract. There were 65 open contracts at this strike prior to today, and today 1203 contract(s) were bought and sold. 
• For AMD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), we notice a call option sweep that happens to be bearish, expiring in 170 day(s) on January 16, 2026. This event was a transfer of 44 contract(s) at a $250.00 strike. This particular call needed to be split into 8 different trades to become filled. The total cost received by the writing party (or parties) was $27.5K, with a price of $625.0 per contract. There were 9556 open contracts at this strike prior to today, and today 1108 contract(s) were bought and sold. 
• For LRCX (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NASDAQ">LRCX</a>), we notice a call option sweep that happens to be bullish, expiring in 2 day(s) on August 1, 2025. This event was a transfer of 131 contract(s) at a $100.00 strike. This particular call needed to be split into 34 different trades to become filled. The total cost received by the writing party (or parties) was $34.0K, with a price of $260.0 per contract. There were 1127 open contracts at this strike prior to today, and today 1091 contract(s) were bought and sold. 
• For AAPL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), we notice a call option sweep that happens to be bearish, expiring in 51 day(s) on September 19, 2025. This event was a transfer of 30 contract(s) at a $210.00 strike. This particular call needed to be split into 5 different trades to become filled. The total cost received by the writing party (or parties) was $27.3K, with a price of $910.0 per contract. There were 15681 open contracts at this strike prior to today, and today 948 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.

Options

AAPL

FSLR

LRCX

MSTR

NVDA

PANW

SMCI

10 Information Technology Stocks With Whale Alerts In Today's Session

Shares of Super Micro Computer Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) are rallying on Wednesday, reversing a slight decline from the previous session as investors position themselves ahead of the company&#8217;s highly anticipated fourth-quarter <a href="https://www.benzinga.com/quote/SMCI/earnings">earnings report</a> next Tuesday.
What To Know: The server manufacturer&#8217;s upcoming results are seen as a critical barometer of its ability to navigate a challenging landscape for AI hardware suppliers. For the fourth quarter, Wall Street analysts are forecasting earnings per share (EPS) of 44 cents on revenue of $5.88 billion. 
These figures will be closely watched after SMCI <a href="https://www.benzinga.com/news/earnings/25/05/45236823/super-micro-computer-stock-slips-after-q3-results-uncertainty-and-tariffs-may-have-a-short-term-impact-ceo-says">missed expectations</a> in the third quarter, delivering an EPS of 31 cents on revenue of $4.6 billion, which CEO Charles Liang attributed to &#8220;economic uncertainty and tariff impacts.&#8221;
Investor caution has been amplified by recent headwinds, including news of a potential slowdown in the large-scale &#8220;<a href="https://www.benzinga.com/trading-ideas/movers/25/07/46559061/whats-going-on-with-super-micro-computer-stock-6">Stargate</a>&#8221; AI supercomputer project involving SoftBank and OpenAI, which has created uncertainty for the entire hardware sector.
Reflecting this cautious atmosphere, recent <a href="https://www.benzinga.com/quote/SMCI/earnings">analyst ratings</a> have been mixed. While firms like JP Morgan and Mizuho have maintained Neutral ratings on the stock in July, Bank of America initiated its coverage with an &#8220;Underperform&#8221; rating. 
Next week's earnings release and subsequent management commentary will be pivotal in providing clarity on the company&#8217;s trajectory for the remainder of the year. 
Benzinga Edge Rankings: According to <a href="http://benzinga.grsm.io/register174">Benzinga Edge</a> stock rankings, which measure a stock&#8217;s investment appeal across four key metrics, SMCI demonstrates a particularly strong profile in fundamentals and expansion. The company boasts an exceptional Quality score of 95.36, suggesting it is a financially healthy and well-managed enterprise. 
This is complemented by a very high Growth score of 87.60, reflecting its rapid expansion and strong performance in the market. The stock also carries significant Momentum with a score of 78.85. 
Its Value score is more moderate at 60.20, indicating that while not considered a deep bargain, the stock is not seen as excessively overvalued based on its current fundamentals.
Price Action: According to data from <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a>, SMCI shares are trading higher by 4.59% to $60.72 Wednesday morning. The stock has a 52-week high of $72.44 and a 52-week low of $17.25.
Read Also: <a href="https://www.benzinga.com/insights/options/25/07/46722380/super-micro-computers-options-frenzy-what-you-need-to-know">Super Micro Computer&#8217;s Options Frenzy: What You Need to Know</a>
<h2 class="wp-block-heading">How To Buy SMCI Stock</h2>
By now you're likely curious about how to participate in the market for Super Micro Computer &#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 Super Micro Computer, which is trading at $61.32 as of publishing time, $100 would buy you 1.63 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.
Image: Shutterstock

News

Super Micro Computer (SMCI) Shares Climb Wednesday As Investors Await Crucial Earnings

High-rolling investors have positioned themselves bullish on Super Micro Computer (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>), and it's important for retail traders to take note. 
\This activity came to our attention today through Benzinga's tracking of publicly available options data. The identities of these investors are uncertain, but such a significant move in SMCI often signals that someone has privileged information.
Today, Benzinga's options scanner spotted 20 options trades for Super Micro Computer. This is not a typical pattern.
The sentiment among these major traders is split, with 55% bullish and 35% bearish. Among all the options we identified, there was one put, amounting to $129,500, and 19 calls, totaling $1,203,102.
<h3>What's The Price Target?</h3>
After evaluating the trading volumes and Open Interest, it's evident that the major market movers are focusing on a price band between $55.0 and $80.0 for Super Micro Computer, spanning the last three months.
<h3>Volume &amp; Open Interest Trends</h3>
In terms of liquidity and interest, the mean open interest for Super Micro Computer options trades today is 12107.3 with a total volume of 80,034.00.
In the following chart, we are able to follow the development of volume and open interest of call and put options for Super Micro Computer's big money trades within a strike price range of $55.0 to $80.0 over the last 30 days.
<h3>Super Micro Computer Option Activity Analysis: Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1753884128_0.png" alt="Options Call Chart" />
<h3>Largest Options Trades Observed:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>SMCI</td>
<td>CALL</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>08/01/25</td>
<td>$1.81</td>
<td>$1.75</td>
<td>$1.8</td>
<td>$60.00</td>
<td>$314.0K</td>
<td>26.3K</td>
<td>3.7K</td>
</tr>
<tr>
<td>SMCI</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>09/05/25</td>
<td>$13.4</td>
<td>$12.95</td>
<td>$12.95</td>
<td>$70.00</td>
<td>$129.5K</td>
<td>10</td>
<td>100</td>
</tr>
<tr>
<td>SMCI</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>08/01/25</td>
<td>$1.88</td>
<td>$1.85</td>
<td>$1.85</td>
<td>$60.00</td>
<td>$100.0K</td>
<td>26.3K</td>
<td>6.9K</td>
</tr>
<tr>
<td>SMCI</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>08/01/25</td>
<td>$2.1</td>
<td>$2.09</td>
<td>$2.1</td>
<td>$61.00</td>
<td>$98.3K</td>
<td>28.4K</td>
<td>7.3K</td>
</tr>
<tr>
<td>SMCI</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$5.95</td>
<td>$5.85</td>
<td>$5.93</td>
<td>$60.00</td>
<td>$88.9K</td>
<td>23.3K</td>
<td>1.1K</td>
</tr>
</tbody>
</table>

<h3>About Super Micro Computer</h3>
Super Micro Computer Inc provides high-performance server technology services to cloud computing, data centers, Big Data, high-performance computing, and the "Internet of Things" embedded markets. Its solutions include server, storage, blade, and workstations to full racks, networking devices, and server management software. The firm follows a modular architectural approach, which provides flexibility to deliver customized solutions. The Company operates in one operating segment that develops and provides high-performance server solutions based upon an innovative, modular, and open-standard architecture. More than half of the firm's revenue is generated in the United States, with the rest coming from Europe, Asia, and other regions.
After a thorough review of the options trading surrounding Super Micro Computer, we move to examine the company in more detail. This includes an assessment of its current market status and performance.
<h3>Present Market Standing of Super Micro Computer</h3>
<ul>
<li>Trading volume stands at 5,664,602, with SMCI's price up by 3.23%, positioned at $60.52.</li>
<li>RSI indicators show the stock to be may be overbought.</li>
<li>Earnings announcement expected in 6 days.</li>
</ul>
<h3>What The Experts Say On Super Micro Computer</h3>
4 market experts have recently issued ratings for this stock, with a consensus target price of $45.0.
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; An analyst from Mizuho has decided to maintain their Neutral rating on Super Micro Computer, which currently sits at a price target of $47. 
&#x2A; In a cautious move, an analyst from B of A Securities downgraded its rating to Underperform, setting a price target of $35. 
&#x2A; An analyst from JP Morgan has decided to maintain their Neutral rating on Super Micro Computer, which currently sits at a price target of $46. 
&#x2A; An analyst from Citigroup has decided to maintain their Neutral rating on Super Micro Computer, which currently sits at a price target of $52. 
Trading options involves greater risks but also offers the potential for higher profits. Savvy traders mitigate these risks through ongoing education, strategic trade adjustments, utilizing various indicators, and staying attuned to market dynamics. Keep up with the latest options trades for Super Micro Computer with <a href="https://www.benzinga.com/pro/">Benzinga Pro</a> for real-time alerts.

Markets

Super Micro Computer's Options Frenzy: What You Need to Know

Shares of Super Micro Computer Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) are trading marginally lower Tuesday afternoon as the market anticipates the company&#8217;s fourth-quarter earnings report, scheduled for release after the closing bell next Tuesday. 
Investors are cautiously awaiting the <a href="https://www.benzinga.com/quote/SMCI/earnings">results</a>, which will be a key indicator of the company&#8217;s performance amid recent industry-wide challenges.
What To Know: The upcoming report follows a period of volatility for the server manufacturer. In recent weeks, the stock has been impacted by <a href="https://www.benzinga.com/trading-ideas/movers/25/07/46559061/whats-going-on-with-super-micro-computer-stock-6">news of a slowdown</a> in the massive &#8220;Stargate&#8221; AI supercomputer project, a joint venture involving SoftBank and OpenAI, which has created uncertainty for hardware suppliers. 
This adds to headwinds from the company&#8217;s third quarter, where it <a href="https://www.benzinga.com/news/earnings/25/05/45236823/super-micro-computer-stock-slips-after-q3-results-uncertainty-and-tariffs-may-have-a-short-term-impact-ceo-says">missed analyst expectations</a>, reporting an EPS of 31 cents on revenue of $4.6 billion. At the time, CEO Charles Liang cited &#8220;economic uncertainty and tariff impacts&#8221; as short-term challenges.
For the upcoming fourth quarter, <a href="https://www.benzinga.com/quote/SMCI/earnings">analysts</a> are forecasting an EPS of 44 cents and revenue of $5.88 billion. Analyst ratings in July have meanwhile been mixed, with firms like JP Morgan and Mizuho maintaining Neutral ratings, while Bank of America initiated coverage with an &#8216;Underperform&#8217; rating. 
Benzinga Edge Rankings: Based on <a href="http://benzinga.grsm.io/register174">Benzinga Edge</a> stock rankings, which generate four critical scores to help investors, Super Micro Computer exhibits exceptional fundamental characteristics. The company earns an outstanding Quality score of 95.36, indicating a robust balance sheet and strong profitability. 
This is complemented by a very strong Growth score of 87.60 and a solid Momentum score of 78.85, reflecting its significant expansion and recent positive price performance. 
The stock&#8217;s Value score is more moderate at 60.20, suggesting that its primary strengths lie in its quality and growth profile rather than being a deep value opportunity at its current price.
Price Action: According to data from <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a>, SMCI shares are trading lower by 0.85% to $59.54 Tuesday afternoon. The stock has a 52-week high of $73.00 and a 52-week low of $17.25.
Read Also: <a href="https://www.benzinga.com/markets/equities/25/07/46699350/wall-street-today-stocks-tuesday-oil">AMD Rises To 1-Year Highs, Crude Eyes $68: What&#8217;s Moving Markets Tuesday?</a>
<h2 class="wp-block-heading">How To Buy SMCI Stock</h2>
Besides going to a brokerage platform to purchase a share &#8211; or fractional share &#8211; of stock, you can also gain access to shares either by buying an exchange traded fund (ETF) that holds the stock itself, or by allocating yourself to a strategy in your 401(k) that would seek to acquire shares in a mutual fund or other instrument. 
For example, in Super Micro Computer&#8217;s case, it is in the Information Technology sector. An ETF will likely hold shares in many liquid and large companies that help track that sector, allowing an investor to gain exposure to the trends within that segment.
Image: Shutterstock

Amid AI Headwinds, Super Micro's Growth Strategy Is Put To The Test

U.S. stock futures rose on Tuesday after ending on a mixed note on Monday. Futures of major benchmark indices were higher.
Despite a mixed close, the S&amp;P 500 posted its sixth day of record closing high, and the Nasdaq also notched an all-time high on Monday.
The Federal Reserve Open Market Committee&#8217;s two-day meeting will begin today, ahead of its press conference, which will be held on Wednesday afternoon.
Investors await results from Boeing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>), Procter &amp; Gamble Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PG#NYSE">PG</a>), and Starbucks Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SBUX#NASDAQ">SBUX</a>) today.
Meanwhile, the 10-year Treasury bond yielded 4.41% and the two-year bond was at 3.92%. The CME Group's FedWatch <a href="https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html">tool</a>&#8216;s projections show markets pricing a 96.9% likelihood of the Federal Reserve keeping the current interest rates unchanged in its July meeting.
<figure class="wp-block-table is-style-stripes"> 
<table class="has-fixed-layout">
<tbody>
<tr>
<td>Futures</td>
<td>Change (+/-)</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>0.15%</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>0.24%</td>
</tr>
<tr>
<td>Nasdaq 100</td>
<td>0.41%</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>0.31%</td>
</tr>
</tbody>
</table>
</figure>
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 higher in premarket on Friday. The SPY was up 0.23% at $638.40, while the QQQ advanced 0.42% to $570.54, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a> data.
Cues From Last Session:
On Monday, the energy and information technology sectors on the S&amp;P 500 closed higher, bucking the trend as most sectors, including real estate, materials, and utilities, recorded losses.
This occurred as U.S. stocks settled mixed, with the S&amp;P 500 itself recording gains, as markets reacted to the U.S.-EU trade deal struck over the weekend.
The new agreement means the U.S. will impose a 15% tariff on EU imports like pharmaceuticals and automobiles, while certain sectors such as steel, aluminum, and copper will face steeper tariffs of up to 50%.
All three major indices closed the last week higher, with the 30-stock Dow gaining around 1.3% and the tech-heavy Nasdaq adding 1%. The broad market S&amp;P 500 climbed around 1.5% last week.
Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) jumped 3% after the U.S. announced lower-than-expected tariffs on European goods, including autos, and following CEO Elon Musk's revelation of a $16.5 billion deal with Samsung Electronics to produce next-generation chips.
<figure class="wp-block-table is-style-stripes"> 
<table class="has-fixed-layout">
<tbody>
<tr>
<td>Index</td>
<td>Performance (+/-)</td>
<td>Value</td>
</tr>
<tr>
<td>Nasdaq Composite</td>
<td>0.33%</td>
<td>21,178.58</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>0.018%</td>
<td>6,389.77</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>-0.14%</td>
<td>44,837.56</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>-0.19%</td>
<td>2,256.73</td>
</tr>
</tbody>
</table>
</figure>
Insights From Analysts:
Senior Economist Jeremy Siegel highlighted in his weekly commentary that the U.S. economy is still proving resilient despite global tensions and trade barriers.
However, he cautioned that investors should prepare for some economic drag as these tariffs take hold in the second half of the year. &#8220;The cumulative inflation impact from tariffs is likely to be modest, perhaps 1.5% to 2% over two years, while the GDP drag remains limited and manageable,&#8221; he said.
He explained that the market has come to terms with this dynamic and continues to look ahead to more powerful, longer-term forces, particularly the ongoing AI.
&#8220;I think the market rightly assesses this will buoy productivity and earnings. In particular, the immediate expensing provision for capital equipment that came in the ‘One Big Beautiful Bill' is a meaningful tailwind for corporate investment, counteracting some negative tariff effects.&#8221;
According to him, earnings season is not showing signs of a breakdown. While there is some cautious forward guidance, the tone has been far more constructive than feared. &#8220;I'm encouraged by year-end earnings estimates, which remain stable or even modestly positive. I continue to believe we are in a healthy bull market with no signs of internal deterioration,&#8221; he added.
From a valuation perspective, Siegel said that some argue markets are expensive.
&#8220;When measuring forward P/E ratios, we are increasingly pricing in next year's earnings, which are supported by strong productivity trends and expanding technology adoption. The 2025–2026 EPS outlook is solid, and while earnings might come down from lofty year-ahead outlooks, I continue to see upside in equities,&#8221; he added.
Meanwhile, Ryan Detrick from Carson Research also reiterated that the market rally has been &#8220;historic,&#8221; but it &#8220;likely has legs left.&#8221;
<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">Don&#39;t stop believing. This rally has been historic, but it likely has legs left. Talking with <a href="https://twitter.com/sonusvarghese?ref_src=twsrc%5Etfw">@sonusvarghese</a> about it all in our latest Facts vs Feelings &#x1f440; <a href="https://t.co/yzIlXWwqbZ">https://t.co/yzIlXWwqbZ</a> &#x1f3a7;<a href="https://t.co/rbZGmRxOa1">https://t.co/rbZGmRxOa1</a> <a href="https://t.co/5vPmnmJOOx">pic.twitter.com/5vPmnmJOOx</a>
&mdash; Ryan Detrick, CMT (@RyanDetrick) <a href="https://twitter.com/RyanDetrick/status/1950002858570494054?ref_src=twsrc%5Etfw">July 29, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
See Also: <a href="https://www.benzinga.com/money/how-to-trade-futures">How to Trade Futures</a> 
Upcoming Economic Data
Here&#8217;s what investors will keep an eye on Tuesday:
<ul class="wp-block-list">
<li>June&#8217;s advanced U.S. trade balance in goods, retail inventories, and wholesale inventories data will be announced by 8:30 a.m. ET.</li>
<li>May&#8217;s S&amp;P Case-Shiller home price index for 20 cities will be out by 9:00 a.m., July&#8217;s consumer confidence data, and June&#8217;s job openings data will be released by 10:00 a.m. ET.</li>
</ul>
Stocks In Focus:
<ul class="wp-block-list">
<li>Boeing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>) was up 0.14% in premarket on Tuesday as analysts expect it to report a quarterly loss of 94 cents per share on revenue of $20.20 billion before the opening bell.</li>
<li>Procter &amp; Gamble Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PG#NYSE">PG</a>) declined 0.41% as it is expected to report earnings before the opening bell. Analysts estimate earnings of $1.42 per share on revenue of $20.76 billion.</li>
<li>Starbucks Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SBUX#NASDAQ">SBUX</a>) was 0.18% higher as analysts expect it to report earnings of 65 cents per share on revenue of $9.29 billion after the closing bell.</li>
<li>Waste Management Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WM#NYSE">WM</a>) rose 0.48% after posting upbeat earnings for the second quarter, but lowered its FY2025 sales guidance.</li>
<li>Koninklijke Philips NV (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PHG#NYSE">PHG</a>) jumped 9.31% after posting better-than-expected earnings for the second quarter. Philips posted quarterly adjusted earnings of 41 cents per share, beating market estimates of 29 cents per share.</li>
<li>Cadence Design Systems Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CDNS#NASDAQ">CDNS</a>) climbed 6.52% after it lifted its full-year outlook after the second quarter results topped estimates.</li>
<li>Super Micro Computer Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) gained 1.75% following the news of a new strategic partnership and reports of softened trade enforcement between the U.S. and China.</li>
<li>VeriSign, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VRSN#NASDAQ">VRSN</a>) tumbled 6.20% after declaring that its board has approved a stock repurchase plan of up to $1.11 billion in shares.</li>
</ul>
Commodities, Gold, And Global Equity Markets:
Crude oil futures were trading higher in the early New York session by 0.79% to hover around $67.24 per barrel.
Gold Spot US Dollar rose 0.23% to hover around $3,322.20 per ounce. Its last record high stood at $3,500.33 per ounce. The U.S. Dollar Index spot was higher by 0.17% at the 98.7980 level.
Asian markets mostly advanced on Tuesday, except Japan's Nikkei 225 and Hong Kong's Hang Seng indices. South Korea's Kospi, India's S&amp;P BSE Sensex, China&#8217;s CSI 300, and Australia's ASX 200 indices rose. European markets were mostly higher in early trade.
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Stock Market Today: US Futures Rise Following S&P 500's 6-Days Of Record Close—Boeing, P&G, Starbucks Earnings In Focus

U.S. markets closed mixed on Monday, with the Dow Jones Industrial Average slipping 0.1% to 44,837.56 and the S&amp;P 500 holding steady at 6,389.77. The Nasdaq edged up 0.3% to finish at 21,178.58.
These are the top stocks that gained the attention of retail traders and investors throughout the day.
BitMine Immersion Technologies Inc.&nbsp;(AMEX:<a class="ticker" href="https://www.benzinga.com/stock/BMNR#AMEX">BMNR</a>)
BitMine Immersion Technologies saw its shares drop by 11.74%, closing at $35.11. The stock reached an intraday high of $41.49 and a low of $34.39, with a 52-week range of $161 to $1.93. In the after-hours trading, the stock fell sharply by 15.12% to $29.80. The overnight decline came following a <a href="https://www.benzinga.com/crypto/25/07/46678140/bitmine-stock-falls-15-1-after-hours-as-peter-thiel-backed-company-files-shelf-offering-might-consider-eth">shelf registration filing</a> that allows existing stockholders to resell shares. The offering was viewed as dilutive, even though the company could raise up to $25.18 million if all warrants are exercised. Recently, the company announced that its <a href="https://www.benzinga.com/trading-ideas/movers/25/07/46614797/bitmine-immersion-shares-rise-after-ethereum-holdings-surpass-2-billion">Ethereum holdings</a> have surpassed $2 billion, a milestone achieved shortly after closing a $250 million private placement to bolster its Ethereum treasury strategy.
Sarepta Therapeutics Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SRPT#NASDAQ">SRPT</a>)
Sarepta Therapeutics&#8217; stock soared by 16.18%, closing at $13.86, with an intraday high of $14.04 and a low of $11.68. The 52-week range is between $150.48 and $10.42. In the after-hours trading, the stock skyrocketed nearly 48% to $20.46.
The surge came after the <a href="https://www.benzinga.com/trading-ideas/movers/25/07/46676099/sarepta-therapeutics-stock-soars-after-fda-removes-hold-on-elevidys-for-some-patients">FDA lifted a hold</a> on its gene therapy for Duchenne Muscular Dystrophy, allowing the company to resume shipments of Elevidys for ambulatory patients.
CEA Industries Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VAPE#NASDAQ">VAPE</a>)
CEA Industries experienced a whopping 548.85% increase, closing at $57.58. The stock hit an intraday high of $82.88 and a low of $46.10, with a 52-week high and low of $82.88 and $5.60, respectively. 
The rise in share price coincided the <a href="https://www.benzinga.com/markets/market-summary/25/07/46665774/crude-oil-gains-2-cea-industries-shares-spike-higher">announcement of a $500 million private placement</a>.
Super Micro Computer Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>)
Super Micro Computer&#8217;s stock jumped by 10.24%, closing at $60.05, with an intraday high of $60.08 and a low of $55.30. The 52-week range stands between $73 and $17.25. The increase aligns with reports that the U.S. has paused new <a href="https://www.benzinga.com/markets/tech/25/07/46664380/whats-going-on-with-super-micro-stock-on-monday">restrictions on tech exports</a> to China, a move intended to support ongoing trade talks.
Advanced Micro Devices Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>)
Advanced Micro Devices saw a 4.32% rise, closing at $173.66. The stock reached an intraday high of $174.70 and a low of $168.67, with a 52-week range of $174.70 to $76.48. The increase comes as the company reportedly <a href="https://www.benzinga.com/markets/tech/25/07/46665280/what-is-going-on-with-amd-stock-on-monday">raised the price</a> of its MI350 AI chip, reflecting the growing demand for artificial intelligence technology.
Benzinga&#8217;s Edge Stock Rankings indicate Super Micro Computer has good Momentum, Growth and Quality as far as Price Trend is concerned. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">Discover</a> how the stock fares on these parameters as well.
<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 loading="lazy" decoding="async" width="441" height="275" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/28224304/Screenshot-2025-07-29-at-11.42.38.png" alt="" class="wp-image-1004220" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/28224304/Screenshot-2025-07-29-at-11.42.38.png 441w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/28224304/Screenshot-2025-07-29-at-11.42.38-300x187.png 300w" sizes="(max-width: 441px) 100vw, 441px" /></a></figure>
Prepare for the day&#8217;s trading with top premarket movers and news by Benzinga.
Photo Courtesy: Mizkit on Shutterstock.com
Read Next:
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<li><a href="https://www.benzinga.com/etfs/broad-u-s-equity-etfs/25/07/46678150/cathie-wood-goes-on-a-20m-bitmine-immersion-bargain-hunt-as-ark-trims-robinhood-and-pa">Cathie Wood Goes On A $20M Bitmine Immersion Bargain Hunt As Ark Trims Robinhood And Palantir Stakes</a></li>
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This story was generated using <a href="https://www.benzinga.com/author/benzinga-neuro">Benzinga Neuro</a> and edited by <a href="https://www.benzinga.com/author/shivdeep-dhaliwal" target="_blank" rel="noreferrer noopener">Shivdeep Dhaliwal</a>

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BitMine Immersion, Sarepta Therapeutics, CEA Industries, Super Micro Computer And AMD: Why These 5 Stocks Are On Investors' Radars Today

Super Micro Computer (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) stock is trading upwards on Monday, akin to its semiconductor peers. This coincides with reports indicating the United States <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46661640/us-holds-back-tech-export-crackdown-to-support-trump-xi-talks" rel="noreferrer noopener">paused new restrictions</a> on tech exports to China to avoid disrupting trade talks and support President Donald Trump&#8217;s effort to meet with Chinese President Xi Jinping later this year.
According to the report, which cited current and former U.S. officials, the Commerce Department&#8217;s Bureau of Industry and Security received instructions in recent months to delay strict enforcement of export controls on China.
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46463670/supermicro-launches-new-ai-servers-with-intel-xeon-6-chips" rel="noreferrer noopener">Supermicro Launches New AI Servers With Intel Xeon 6 Chips</a>
This policy shift comes as top U.S. and Chinese economic officials prepare to launch high-level trade discussions in Stockholm aimed at resolving long-standing disputes.
The AI server specialist has seen a remarkable surge in its valuation this year, boasting a year-to-date gain exceeding 90%, with a notable 56% increase over the past three months. This robust performance is largely attributed to significant capital expenditure by leading technology companies on their artificial intelligence initiatives, fueling demand for Super Micro&#8217;s specialized server solutions.
In a related development, Super Micro partner Digi Power X (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DGXX#NASDAQ">DGXX</a>) announced that its subsidiary, US Data Centers, filed a <a target="_blank" href="https://www.benzinga.com/pressreleases/25/07/g46655864/digi-power-x-subsidiary-us-data-centers-inc-files-provisional-patent-for-arms-200-modular-ai-data-" rel="noreferrer noopener">provisional utility patent</a> for the ARMS 200 platform with the U.S. Patent Office.
The ARMS 200 represents a Tier 3-certified modular data center, developed in collaboration with Super Micro, and engineered to support an impressive density of up to 256 Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) B200/B300 GPUs per pod.
Digi Power X intends to scale this platform to 40 MW at its Alabama facility, designed to power over 10,000 Nvidia GPUs for intensive AI workloads.
The initial deployment of this advanced infrastructure is slated for the fourth quarter of 2025. It is worth noting that Digi Power X <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46471195/digi-power-x-stock-jumps-after-deal-with-supermicro-to-roll-out-nvidia-powered-ai-systems" rel="noreferrer noopener">shares surged</a> over 14% on July 17 following the announcement of a purchase order with Super Micro for Nvidia B200-powered systems, intended to underpin its Tier 3 AI infrastructure.
Despite these positive developments, Super Micro has faced <a target="_blank" href="https://www.benzinga.com/trading-ideas/movers/25/07/46427157/why-is-supermicro-stock-surging-on-tuesday" rel="noreferrer noopener">increased regulatory scrutiny</a> concerning its internal financing controls. This heightened oversight followed the resignation of its independent auditor last October, an event that led to delays in the company&#8217;s financial filings.
Furthermore, persistent tariff uncertainties have compelled Super Micro to defer certain orders and revise its fiscal year revenue forecast downwards, narrowing the range to $21.8–$22.6 billion from the previously projected $23.5–$25 billion.
Price Action: SMCI shares were trading higher by 8.23% to $58.97 at last check Monday.
Read Next:
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<li><a href="https://www.benzinga.com/markets/tech/25/07/46475029/semiconductor-stocks-react-to-key-policies-and-earnings" target="_blank" rel="noreferrer noopener">Semiconductor Stocks React To Key Policies And Earnings</a></li>
</ul>
Photo via Shutterstock

Movers

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What's Going On With Super Micro Stock On Monday?

U.S. stocks were higher, with the Nasdaq Composite gaining around 50 points on Monday.
Shares of Alerus Financial Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ALRS#NASDAQ">ALRS</a>) rose sharply during Monday's session following <a href="https://www.benzinga.com/quote/ALRS/earnings">better-than-expected quarterly results.</a>
Alerus Finl reported quarterly earnings of 72 cents per share which beat the analyst consensus estimate of 55 cents per share. The company reported quarterly sales of $74.795 million which beat the analyst consensus estimate of $70.082 million.
Alerus Financial shares jumped 9.9% to $23.88 on Monday.
Here are some other big stocks recording gains in today&#8217;s session.
<ul class="wp-block-list">
<li>Celcuity Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CELC#NASDAQ">CELC</a>) shares jumped 183% to $39.02 after the company released topline results from its PIK3CA wild-type cohort of its Phase 3 VIKTORIA-1 trial.</li>
<li>aTyr Pharma, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ATYR#NASDAQ">ATYR</a>) gained 18.7% to $6.92.</li>
<li>SES AI Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SES#NYSE">SES</a>) rose 15.6% to $1.3650. SES AI reported second-quarter preliminary revenue of $3.5 million and also announced plans to acquire UZ Energy for $25.5 million.</li>
<li>Zepp Health Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ZEPP#NYSE">ZEPP</a>) gained 13.3% to $12.61.</li>
<li>So-Young International Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SY#NASDAQ">SY</a>) jumped 11% to $5.15. So-Young will report second quarter financial results on Aug. 15.</li>
<li>Betterware de México, S.A.P.I. de C.V. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BWMX#NYSE">BWMX</a>) rose 10.1% to $12.06. The company recently reported second-quarter financial results.</li>
<li>Upstream Bio, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/UPB#NASDAQ">UPB</a>) rose 9.9% to $14.91.</li>
<li>PagerDuty, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PD#NYSE">PD</a>) jumped 7.9% to $16.96.</li>
<li>Diginex Limited (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DGNX#NASDAQ">DGNX</a>) rose 7.6% to $55.12. Diginex announced the execution of warrants agreement, bonus share issuance and cancelation of EGM.</li>
<li>GrafTech International Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EAF#NYSE">EAF</a>) gained 7.4% to $1.6550.</li>
<li>WW International, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WW#NASDAQ">WW</a>) rose 5.7% to $43.34.</li>
<li>Super Micro Computer Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) gained 5.1% to $57.24.</li>
<li>Abercrombie &amp; Fitch Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANF#NYSE">ANF</a>) gained 5.2% to $97.15. JP Morgan analyst Matthew Boss maintained Abercrombie &amp; Fitch with an Overweight rating and raised the price target from $141 to $151.</li>
<li>SkyWest Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SKYW#NASDAQ">SKYW</a>) gained 4.4% to $117.27. Evercore ISI Group analyst Duane Pfennigwerth maintained SkyWest with an Outperform and raised the price target from $120 to $130.</li>
<li>Hesai Group – ADR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HSAI#NASDAQ">HSAI</a>) rose 4.3% to $22.21. Morgan Stanley analyst Tim Hsiao upgraded Hesai from Equal-Weight to Overweight and raised the price target from $23 to $26.</li>
</ul>
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Photo via Shutterstock

Intraday Update

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Alerus Financial Posts Better-Than-Expected Earnings, Joins Celcuity, SES AI, Abercrombie & Fitch And Other Big Stocks Moving Higher On Monday

Digi Power X Inc. ("Digi Power X" or the "Company") (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DGXX#NASDAQ">DGXX</a>, TSXV:<a class="ticker" href="https://www.benzinga.com/stock/DGX#TSXV">DGX</a>), a vertically integrated AI and digital infrastructure company, today announced that its wholly owned subsidiary, US Data Centers, Inc., has filed a provisional utility patent application with the United States Patent and Trademark Office for its ARMS 200 (AI-Ready Modular Solution) platform.
The ARMS 200 is a Tier 3-certified modular data center platform designed to support high-density GPU clusters. Each completed pod, upon deployment, can deliver 1 megawatt ("MW") of compute capacity and is configured for up to 256 NVIDIA B200/B300 GPUs. The ARMS 200 platform is optimized for rapid deployment across enterprise, sovereign and cloud-scale AI applications.
Digi Power X plans to scale the ARMS 200 platform to 40 MW of critical power (55 MW total) at its flagship Alabama site, supporting approximately 10,240 NVIDIA GPUs. The platform integrates liquid cooling, dual-path power redundancy and the Company's NeoCloud orchestration for GPU-as-a-Service operations. It is being developed in collaboration with Super Micro Computer, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) ("Supermicro") and built to support NVIDIA's Blackwell-class architecture.
The Company previously announced a purchase order with Supermicro for NVIDIA B200-powered systems to seed the ARMS 200 platform. Initial deployment is scheduled for the fourth quarter of 2025.
The ARMS 200 provisional utility patent application filing marks the first in a series of modular systems under development at US Data Centers, Inc., including the upcoming ARMS 300 and ARMS 400 platforms, tailored for hyperscale enterprise and government-grade AI infrastructure.

TSXV:DGX

Digi Power X's US Data Centers Files Provisional Utility Patent Application With United States Patent And Trademark Office For ARMS 200 Platform

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders often look for circumstances when the market estimation of an option diverges away from its normal worth. Abnormal amounts of trading activity could push option prices to hyperbolic or underperforming levels. 
Below are some instances of options activity happening in the Information Technology sector: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>AMD</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/25/25</td>
<td>$160.00</td>
<td>$31.9K</td>
<td>17.0K</td>
<td>42.1K</td>
</tr>
<tr>
<td>PLTR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/25/25</td>
<td>$155.00</td>
<td>$64.3K</td>
<td>36.1K</td>
<td>40.2K</td>
</tr>
<tr>
<td>INTC</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/25/25</td>
<td>$22.00</td>
<td>$164.5K</td>
<td>16.8K</td>
<td>13.6K</td>
</tr>
<tr>
<td>NVDA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/25/25</td>
<td>$167.50</td>
<td>$79.9K</td>
<td>22.8K</td>
<td>12.1K</td>
</tr>
<tr>
<td>BMNR</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$60.00</td>
<td>$63.0K</td>
<td>1.3K</td>
<td>4.7K</td>
</tr>
<tr>
<td>AAPL</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>09/19/25</td>
<td>$220.00</td>
<td>$27.4K</td>
<td>27.3K</td>
<td>2.8K</td>
</tr>
<tr>
<td>AVGO</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/25/25</td>
<td>$290.00</td>
<td>$41.6K</td>
<td>767</td>
<td>1.6K</td>
</tr>
<tr>
<td>MARA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$17.50</td>
<td>$25.9K</td>
<td>1.0K</td>
<td>836</td>
</tr>
<tr>
<td>CRWV</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>07/25/25</td>
<td>$124.00</td>
<td>$44.0K</td>
<td>850</td>
<td>703</td>
</tr>
<tr>
<td>SMCI</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>08/15/25</td>
<td>$50.00</td>
<td>$28.0K</td>
<td>21.1K</td>
<td>589</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• For AMD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), we notice a call option sweep that happens to be bearish, expiring in 1 day(s) on July 25, 2025. This event was a transfer of 100 contract(s) at a $160.00 strike. This particular call needed to be split into 5 different trades to become filled. The total cost received by the writing party (or parties) was $31.9K, with a price of $319.0 per contract. There were 17057 open contracts at this strike prior to today, and today 42135 contract(s) were bought and sold. 
• For PLTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>), we notice a call option sweep that happens to be bearish, expiring in 1 day(s) on July 25, 2025. This event was a transfer of 400 contract(s) at a $155.00 strike. This particular call needed to be split into 46 different trades to become filled. The total cost received by the writing party (or parties) was $64.3K, with a price of $158.0 per contract. There were 36130 open contracts at this strike prior to today, and today 40266 contract(s) were bought and sold. 
• For INTC (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), we notice a put option sweep that happens to be bearish, expiring in 1 day(s) on July 25, 2025. This event was a transfer of 3500 contract(s) at a $22.00 strike. This particular put needed to be split into 58 different trades to become filled. The total cost received by the writing party (or parties) was $164.5K, with a price of $47.0 per contract. There were 16870 open contracts at this strike prior to today, and today 13682 contract(s) were bought and sold. 
• For NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we notice a call option sweep that happens to be bearish, expiring in 1 day(s) on July 25, 2025. This event was a transfer of 130 contract(s) at a $167.50 strike. This particular call needed to be split into 5 different trades to become filled. The total cost received by the writing party (or parties) was $79.9K, with a price of $615.0 per contract. There were 22878 open contracts at this strike prior to today, and today 12109 contract(s) were bought and sold. 
• For BMNR (AMEX:<a class="ticker" href="https://www.benzinga.com/stock/BMNR#AMEX">BMNR</a>), we notice a call option trade that happens to be bullish, expiring in 22 day(s) on August 15, 2025. This event was a transfer of 180 contract(s) at a $60.00 strike. The total cost received by the writing party (or parties) was $63.0K, with a price of $350.0 per contract. There were 1316 open contracts at this strike prior to today, and today 4787 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 trade with bullish sentiment. It expires in 57 day(s) on September 19, 2025. Parties traded 39 contract(s) at a $220.00 strike. The total cost received by the writing party (or parties) was $27.4K, with a price of $704.0 per contract. There were 27373 open contracts at this strike prior to today, and today 2891 contract(s) were bought and sold. 
• Regarding AVGO (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), we observe a put option sweep with bearish sentiment. It expires in 1 day(s) on July 25, 2025. Parties traded 150 contract(s) at a $290.00 strike. This particular put needed to be split into 4 different trades to become filled. The total cost received by the writing party (or parties) was $41.6K, with a price of $278.0 per contract. There were 767 open contracts at this strike prior to today, and today 1694 contract(s) were bought and sold. 
• For MARA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MARA#NASDAQ">MARA</a>), we notice a call option sweep that happens to be bullish, expiring in 22 day(s) on August 15, 2025. This event was a transfer of 200 contract(s) at a $17.50 strike. This particular call needed to be split into 8 different trades to become filled. The total cost received by the writing party (or parties) was $25.9K, with a price of $129.0 per contract. There were 1012 open contracts at this strike prior to today, and today 836 contract(s) were bought and sold. 
• Regarding CRWV (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>), we observe a put option trade with bullish sentiment. It expires in 1 day(s) on July 25, 2025. Parties traded 100 contract(s) at a $124.00 strike. The total cost received by the writing party (or parties) was $44.0K, with a price of $440.0 per contract. There were 850 open contracts at this strike prior to today, and today 703 contract(s) were bought and sold. 
• For SMCI (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>), we notice a call option trade that happens to be neutral, expiring in 22 day(s) on August 15, 2025. This event was a transfer of 50 contract(s) at a $50.00 strike. The total cost received by the writing party (or parties) was $28.0K, with a price of $560.0 per contract. There were 21112 open contracts at this strike prior to today, and today 589 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.

AVGO

CRWV

INTC

MARA

PLTR

10 Information Technology Stocks Whale Activity In Today's Session

<a href="https://x.com/charlesliang/status/1948082526540775500" title="https://x.com/charlesliang/status/1948082526540775500">https://x.com/charlesliang/status/1948082526540775500</a>

Supermicro CEO Charles Liang Posts On X "Love your big but achievable ambition, @elonmusk. We are here ready to support your AI visions (Grok, Optimus, Robotaxi). Our #DLC2 #DCBBS will be the most energy efficient and the quickest way to power your AI Gigafactories!"

Shares of server manufacturer Super Micro Computer Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) closed Tuesday&#8217;s session lower, caught in a broader pullback among chip and AI-related stocks. Here&#8217;s what investors <a href="https://www.benzinga.com/pressreleases/25/07/b46517663/supermicro-schedules-conference-call-and-webcast-for-fourth-quarter-and-fiscal-year-2025-financial">need to know</a>.
What To Know: The sector-wide pressure follows <a href="https://www.benzinga.com/markets/tech/25/07/46534661/500-billion-stumble-softbank-openais-massive-ai-vision-faces-setbacks">reports</a> that the high-profile &#8220;Stargate&#8221; AI venture is facing significant delays and scaled-back ambitions.
The $500 billion project, a joint initiative between SoftBank and OpenAI designed to massively expand U.S. AI infrastructure, has reportedly failed to secure any major data center deals six months after its announcement. 
According to The Wall Street Journal, <a href="https://www.benzinga.com/markets/tech/25/07/46534661/500-billion-stumble-softbank-openais-massive-ai-vision-faces-setbacks">persistent disputes</a> over strategy and control between SoftBank's Masayoshi Son and OpenAI's Sam Altman have crippled the project's momentum. Original plans for an immediate $100 billion investment have been shelved, with the focus now shifted to a much smaller facility in Ohio.
The Stargate slowdown is creating uncertainty around the timeline for massive AI hardware spending. While OpenAI has independently secured a major cloud capacity deal with Oracle, the struggles of its flagship infrastructure partnership are causing investors to temper near-term growth expectations. 
This has led to a sell-off in hardware suppliers like SMCI Tuesday afternoon, whose valuations are heavily dependent on the continued, rapid build-out of AI data centers.
Benzinga Edge Rankings: According to <a href="http://benzinga.grsm.io/register174">Benzinga Edge</a> stock rankings, which assess stocks on four critical factors, SMCI demonstrates exceptional fundamental strength. The company earns its highest ratings for Quality with an outstanding score of 94.68, indicating a robust balance sheet and strong profitability. 
This is followed closely by an excellent Growth score of 86.99, pointing to strong historical and projected expansion. The stock also maintains solid Momentum with a score of 75.29, reflecting recent positive price performance. 
Its Value score is more moderate at 61.31, suggesting that while the stock is not considered overvalued, it may not be a deep bargain at its current price.
SMCI meanwhile has a 52-week high of $80.80 and a 52-week low of $17.25.
Read Also: <a href="https://www.benzinga.com/trading-ideas/movers/25/07/46553662/amd-stock-is-sliding-tuesday-whats-driving-the-action">AMD Stock Is Sliding Tuesday: What&#8217;s Driving The Action?</a>
<h2 class="wp-block-heading">How To Buy SMCI Stock</h2>
By now, you're likely curious about how to participate in the market for Super Micro Computer — 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 Super Micro Computer, which is trading at $49.99 at time of writing, $100 would buy you 2 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 — either way, it allows you to profit off of the share price decline.
Image: Shutterstock

What's Going On With Super Micro Computer Stock?

WIIM

AMAT

ASML

KLAC

MRVL

iShares PHLX SOX Semiconductor Sector Index Fund

SOXX

Shares of chip stocks are trading lower. The sector may be reacting to reports indicating SoftBank and OpenAI's $500 billion Stargate AI venture is scaling back near-term goals.

The recent surge in high-beta stocks, including those in Jim Cramer&#8216;s &#8216;PARC&#8217; acronym, has raised concerns among analysts. JPMorgan&#8216;s strategist, Dubravko Lakos-Bujas, has issued a warning about the potential risks associated with this trend.
What Happened: The &#8220;PARC&#8221; stocks, a term coined by Cramer, are Palantir Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NYSE">PLTR</a>), Applovin Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APP#NASDAQ">APP</a>), Robinhood Markets Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HOOD#NASDAQ">HOOD</a>), and Coinbase Global Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COIN#NASDAQ">COIN</a>). These stocks are characterized by their momentum and tenuous links to traditional valuation metrics, as <a href="https://www.marketwatch.com/story/palantir-coinbase-and-these-other-volatile-stocks-are-too-crowded-says-jpmorgan-heres-the-trade-to-make-instead-363caad2">per</a> a MarketWatch report.
The bank has identified a group of high-beta stocks. The list includes two of Cramer's PARC picks, Palantir and Coinbase, along with retail investor favorites like Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Super Micro Computer (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) and Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>)
Lakos-Bujas and his team at JPMorgan have pinpointed three occasions this year when investment style factors underwent &#8220;extreme crowding episodes.&#8221;&nbsp;They noted that the recent surge in high-beta stocks, which are more volatile than the market, is the fastest move from the 25th to the 100th percentile in three decades.
The latest episode, now at the 100th percentile, centers on high-beta stocks. The team believes that this overcrowding is not sustainable and poses a risk to the broader market. They also observed a decrease in short interest in high-beta stocks, suggesting that investors are not adequately hedged against potential selloffs.
&#8220;While&nbsp;some argue high-beta crowding could&nbsp;persist, we believe the current&nbsp;100%-tile crowding based on our&nbsp;quantitative analysis not only presents&nbsp;a risk for this crowded&nbsp;segment, but is also&nbsp;a red flag for the&nbsp;broader market implying there is&nbsp;rising complacency in the short&nbsp;term,&#8221; the JPMorgan team wrote.
As an alternative, the team suggests investors consider going long on&nbsp;Low Vol Aristocrats, which have&nbsp;underperformed the market by 19%&nbsp;since April 8.&nbsp;Their top five stocks in&nbsp;this category include&nbsp;Coca-Cola Co.&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KO#NYSE">KO</a>),&nbsp;Allegion PLC&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALLE#NYSE">ALLE</a>),&nbsp;Intercontinental Exchange Inc.&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ICE#NYSE">ICE</a>),&nbsp;CME Group Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CME#NASDAQ">CME</a>), and&nbsp;Cboe Global Markets Inc.&nbsp;(CBOE: CBOE).
SEE ALSO:&nbsp;<a href="https://benzinga.com/personal-finance/management/25/07/46514930/medicaid-cuts-in-3-democrat-led-states-strip-health-coverage-from-undocumented-immigr" target="_blank" rel="noreferrer noopener">Medicaid Cuts In 3 Democrat-Led States Strip Health Coverage From Undocumented Immigrants Amid Budget Crunch</a>
Why It Matters: The &#8216;PARC&#8217; stocks have been a hot topic in the market, with Cramer&#8217;s new acronym sparking discussions. The stocks have been performing well, with Coinbase hitting a&nbsp;<a href="https://www.benzinga.com/crypto/cryptocurrency/25/07/46408794/parc-stock-coinbase-hits-100-billion-market-capitalization-as-bitcoin-rally-powers-crypto-linked-equities">market capitalization</a> of $100 billion&nbsp;and Robinhood showing&nbsp;strong <a href="https://www.benzinga.com/markets/tech/25/07/46419665/cramers-parc-playbook-robinhoods-breakout-potential-outshines-the-meme-stock-pack">technical performance</a>.
Meanwhile, Tech bull Daniel Ives has unveiled his top five stock picks for the second half of 2025, reaffirming his view that the "golden age of tech" is underway, driven by the accelerating artificial intelligence (AI) revolution.
In a post on X, Ives named Nvidia, Palantir Technologies, 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 as his top selections for the rest of the year.
However, JPMorgan&#8217;s warning about the potential risks associated with high-beta stocks could signal a shift in market sentiment. Investors may want to consider alternative strategies, such as low volatility stocks, which JPMorgan believes present an attractive risk/reward.
READ MORE:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/tech/25/07/46487074/overvalued-ai-stocks-like-nvidia-microsoft-may-trigger-market-crash-worse-than-the-dot-com-bubble-economist-warns">&#8216;Overvalued&#8217; AI Stocks Like Nvidia, Microsoft May Trigger Market Crash Worse Than The Dot-Com Bubble, Economist Warns </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.

ALLE

CBOE

COIN

HOOD

MSFT

Nvidia, Tesla And Few Of Jim Cramer's 'PARC' Stocks Are 'Red Flag' For Market, JPMorgan Warns: What's The Smarter Trade Instead?

On July 16, 2025, Super Micro Computer, Inc. (the "Company") entered into a Receivables Purchase Agreement (as amended, supplemented or otherwise modified from time to time, the "Receivables Purchase Agreement"), by and among, the Company, as seller and guarantor, MUFG Bank, Ltd. ("MUFG"), Crédit Agricole Corporate and Investment Bank, and certain other entities from time to time party thereto as purchasers (the "Purchasers"), and MUFG as administrative agent (in such capacity, the "Administrative Agent").
 &nbsp;
Pursuant to the Receivables Purchase Agreement, the Company may, subject to the terms and conditions set out therein, sell certain of its accounts receivable and related rights to the Purchasers (the "Purchased Receivables"). The Receivables Purchase Agreement provides for an uncommitted facility with an initial aggregate facility limit of $1,790,000,000. The Purchasers may elect in their sole direction to purchase eligible accounts receivable offered by the Company under the Receivables Purchase Agreement at the applicable purchase price. The purchase price for any purchased receivable will be the net invoice amount of the purchased receivable, minus the applicable discount, which is set at Term SOFR (as defined in the Receivables Purchase Agreement) plus a specified discount assigned to each account debtor in the range of 1.15% - 2.80%, and calculated on the basis of a specified discount period. In the event the purchase of such Purchased Receivables is not characterized as a sale, the Company will be deemed to have granted a security interest in such Purchased Receivables and the proceeds thereof in favor of the Purchasers.

Offerings

Contracts

Super Micro Enters $1.79B Receivables Purchase Agreement With MUFG And Crédit Agricole

JP Morgan analyst Samik Chatterjee maintains Super Micro Computer (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) with a Neutral and raises the price target from $35 to $46.

Price Target

Analyst Ratings

JP Morgan Maintains Neutral on Super Micro Computer, Raises Price Target to $46

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders often look for circumstances when the market estimation of an option diverges away from its normal worth. Abnormal amounts of trading activity could push option prices to hyperbolic or underperforming levels. 
Below are some instances of options activity happening in the Information Technology sector: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>NVDA</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>07/18/25</td>
<td>$160.00</td>
<td>$55.6K</td>
<td>72.8K</td>
<td>22.6K</td>
</tr>
<tr>
<td>MSTR</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>07/18/25</td>
<td>$455.00</td>
<td>$33.0K</td>
<td>12.9K</td>
<td>9.4K</td>
</tr>
<tr>
<td>HPE</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>08/01/25</td>
<td>$20.00</td>
<td>$63.3K</td>
<td>88</td>
<td>8.6K</td>
</tr>
<tr>
<td>MSFT</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/25/25</td>
<td>$510.00</td>
<td>$26.8K</td>
<td>2.4K</td>
<td>4.9K</td>
</tr>
<tr>
<td>AAPL</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>07/18/25</td>
<td>$207.50</td>
<td>$39.0K</td>
<td>6.3K</td>
<td>3.6K</td>
</tr>
<tr>
<td>CRWV</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>07/25/25</td>
<td>$165.00</td>
<td>$37.4K</td>
<td>887</td>
<td>3.2K</td>
</tr>
<tr>
<td>U</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>07/18/25</td>
<td>$37.00</td>
<td>$28.6K</td>
<td>308</td>
<td>2.2K</td>
</tr>
<tr>
<td>CORZ</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>07/18/25</td>
<td>$13.00</td>
<td>$60.0K</td>
<td>22.6K</td>
<td>2.2K</td>
</tr>
<tr>
<td>MU</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$120.00</td>
<td>$26.3K</td>
<td>3.7K</td>
<td>1.8K</td>
</tr>
<tr>
<td>SMCI</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>08/01/25</td>
<td>$47.00</td>
<td>$26.0K</td>
<td>731</td>
<td>1.1K</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These itemized elaborations have been created using the accompanying table. 
• Regarding NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we observe a call option trade with neutral sentiment. It expires in 1 day(s) on July 18, 2025. Parties traded 40 contract(s) at a $160.00 strike. The total cost received by the writing party (or parties) was $55.6K, with a price of $1390.0 per contract. There were 72899 open contracts at this strike prior to today, and today 22696 contract(s) were bought and sold. 
• Regarding MSTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>), we observe a call option trade with bearish sentiment. It expires in 1 day(s) on July 18, 2025. Parties traded 100 contract(s) at a $455.00 strike. The total cost received by the writing party (or parties) was $33.0K, with a price of $330.0 per contract. There were 12979 open contracts at this strike prior to today, and today 9415 contract(s) were bought and sold. 
• For HPE (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HPE#NYSE">HPE</a>), we notice a put option sweep that happens to be bearish, expiring in 15 day(s) on August 1, 2025. This event was a transfer of 2879 contract(s) at a $20.00 strike. This particular put needed to be split into 27 different trades to become filled. The total cost received by the writing party (or parties) was $63.3K, with a price of $22.0 per contract. There were 88 open contracts at this strike prior to today, and today 8670 contract(s) were bought and sold. 
• Regarding MSFT (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), we observe a call option sweep with bearish sentiment. It expires in 8 day(s) on July 25, 2025. Parties traded 40 contract(s) at a $510.00 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 $26.8K, with a price of $673.0 per contract. There were 2413 open contracts at this strike prior to today, and today 4904 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 trade with bullish sentiment. It expires in 1 day(s) on July 18, 2025. Parties traded 100 contract(s) at a $207.50 strike. The total cost received by the writing party (or parties) was $39.0K, with a price of $390.0 per contract. There were 6317 open contracts at this strike prior to today, and today 3669 contract(s) were bought and sold. 
• For CRWV (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>), we notice a put option trade that happens to be bullish, expiring in 8 day(s) on July 25, 2025. This event was a transfer of 10 contract(s) at a $165.00 strike. The total cost received by the writing party (or parties) was $37.4K, with a price of $3740.0 per contract. There were 887 open contracts at this strike prior to today, and today 3265 contract(s) were bought and sold. 
• For U (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/U#NYSE">U</a>), we notice a call option sweep that happens to be bullish, expiring in 1 day(s) on July 18, 2025. This event was a transfer of 461 contract(s) at a $37.00 strike. This particular call needed to be split into 38 different trades to become filled. The total cost received by the writing party (or parties) was $28.6K, with a price of $62.0 per contract. There were 308 open contracts at this strike prior to today, and today 2228 contract(s) were bought and sold. 
• For CORZ (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CORZ#NASDAQ">CORZ</a>), we notice a call option trade that happens to be neutral, expiring in 1 day(s) on July 18, 2025. This event was a transfer of 1000 contract(s) at a $13.00 strike. The total cost received by the writing party (or parties) was $60.0K, with a price of $60.0 per contract. There were 22666 open contracts at this strike prior to today, and today 2219 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 call option trade with bearish sentiment. It expires in 64 day(s) on September 19, 2025. Parties traded 47 contract(s) at a $120.00 strike. The total cost received by the writing party (or parties) was $26.3K, with a price of $560.0 per contract. There were 3777 open contracts at this strike prior to today, and today 1880 contract(s) were bought and sold. 
• Regarding SMCI (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>), we observe a put option sweep with bearish sentiment. It expires in 15 day(s) on August 1, 2025. Parties traded 413 contract(s) at a $47.00 strike. This particular put needed to be split into 15 different trades to become filled. The total cost received by the writing party (or parties) was $26.0K, with a price of $63.0 per contract. There were 731 open contracts at this strike prior to today, and today 1190 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.

Core Scientific, Inc. - Class A Common Stock

CORZ

<a target="_blank" href="https://www.benzinga.com/topic/semiconductors" rel="noreferrer noopener">AI chip companies</a>, including Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Advanced Micro Devices (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), Broadcom (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), Marvell Technology (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>), and Super Micro Computer (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>), had a rollercoaster week so far.
Ranging from the U.S. government&#8217;s trade policies, quarterly earnings of key semiconductor suppliers and more, while investors keep evaluating Washington&#8217;s tariff policies and sustained AI frenzy.
This week, Nvidia, Broadcom, AMD, and Supermicro gained 2-11% compared to the PHLX Semiconductor Index&#8217;s less than 1% gains. Marvell lost 2% this week.
This week&#8217;s market surge was driven by <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46412125/trumps-latest-move-on-ai-and-china-propels-chip-stocks" rel="noreferrer noopener">two key developments</a>: reports of the Trump administration&#8217;s $70 billion AI and energy investment plan and the U.S. lifting specific chip export restrictions to China.
Also Read: <a target="_blank" href="https://www.benzinga.com/analyst-stock-ratings/reiteration/25/07/46453723/why-nvidias-china-comeback-could-propel-its-stock-to-new-heights" rel="noreferrer noopener">Why Nvidia&#8217;s China Comeback Could Propel Its Stock To New Heights</a>
<h2 class="wp-block-heading">Semiconductor Policies</h2>
President Trump is set to unveil this initiative near Pittsburgh, which focuses on AI data centers, power generation, grid upgrades, and new workforce training. The plan aims to strengthen U.S. leadership in AI by attracting private investment, simplifying regulations, and fast-tracking project permits.
Senator David McCormick will host the event at Carnegie Mellon University. It will gather top executives from major companies, including BlackRock and Palantir. Blackstone President Jon Gray will also announce a $25 billion investment in data center and energy infrastructure expansion.
Reportedly,&nbsp;Nvidia has recently been allowed by the U.S. government to&nbsp;resume sales&nbsp;to China of its H20 AI chip.&nbsp;This is particularly significant because Nvidia took a $4.5 billion charge in the first quarter of this year due to the export ban on its H20 products to China, which was imposed on April 9.
<h2 class="wp-block-heading">Key Semiconductor Earnings</h2>
Key Nvidia supplier and contract chipmaker Taiwan Semiconductor Manufacturing (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) reported <a target="_blank" href="https://www.benzinga.com/markets/earnings/25/07/46462634/nvidia-supplier-taiwan-semiconductor-on-a-roll-profit-explodes-with-strong-margin-growth" rel="noreferrer noopener">second-quarter results</a> on Thursday that exceeded expectations, driven by strong global demand for advanced chips crucial for AI applications.
The stock gained close to 4% based on the results. The company posted net sales of $30.07 billion, up 38.6% year-over-year, and net income of $398.27 billion New Taiwanese dollars, reflecting a 60.7% increase from the previous year.
The company raised its third-quarter guidance, projecting revenue between $31.8 billion and $33.0 billion, surpassing analysts&#8217; estimates. Taiwan Semiconductor&#8217;s margin growth was impressive, with gross margins expanding by 540 basis points to 58.6% and operating margins rising by 710 basis points to 49.6%.
Strong demand for cutting-edge processor technologies, including 3-nm, 5-nm, and 7-nm chips, continues to drive the company&#8217;s growth.
However, chip equipment maker ASML Holding (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASML#NASDAQ">ASML</a>) <a target="_blank" href="https://www.benzinga.com/markets/equities/25/07/46438500/asml-stock-plunges-nearly-8-in-wednesday-pre-market-whats-going-on" rel="noreferrer noopener">plunged over 8%</a> Wednesday after it warned investors on its second-quarter results that the growth outlook for 2026 is uncertain due to rising macroeconomic and geopolitical challenges.
CEO Christophe Fouquet highlighted growing uncertainties, particularly from trade tensions and tariffs, although the fundamentals of its key AI customers remain strong.
Despite these concerns, ASML posted <a target="_blank" href="https://www.benzinga.com/markets/equities/25/07/46436723/trumps-tariff-threat-casts-shadow-over-asmls-2026-growth-plans-despite-strong-q2-ai-momentum" rel="noreferrer noopener">strong bookings of</a> $6.4 billion, exceeding consensus estimates of $5.6 billion. However, its third-quarter sales forecast, ranging from $8.6 billion-$9.2 billion, missed analyst expectations.
The company reported $8.9 billion in sales for second-quarter, surpassing estimates of $8.7 billion, with a profit of $2.66 billion, ahead of the expected $2.37 billion.
<h2 class="wp-block-heading">Recent Key Developments</h2>
Let&#8217;s look at some of the recent significant developments for the semiconductor companies this week.
Broadcom unveiled its new Tomahawk Ultra chip on Tuesday, designed to accelerate AI data processing by linking hundreds of chips in data centers. The chip directly competes with Nvidia&#8217;s NVLink Switch, but Broadcom&#8217;s offering can connect four times as many chips, using a faster version of Ethernet instead of a proprietary protocol.
While both chips aim to facilitate &#8220;scale-up&#8221; computing, Broadcom adapted the Tomahawk Ultra for AI applications, showcasing its potential as a viable alternative to Nvidia&#8217;s powerful GPUs.
Super Micro Computer <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46463670/supermicro-launches-new-ai-servers-with-intel-xeon-6-chips" rel="noreferrer noopener">announced on Wednesday</a> that it has started shipping new 4-socket servers designed to support large-scale database and enterprise applications.
These servers, powered by the latest Intel (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) Xeon processors, are optimized for demanding workloads like in-memory databases and scientific simulations, offering improved performance compared to previous models.
NVDA Price Action: NVDA stock is trading higher by 1.31% to $173.58 at last check Thursday.
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Photo via Shutterstock

Semiconductor Stocks React To Key Policies And Earnings

Digi Power X (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DGXX#NASDAQ">DGXX</a>) stock gained on Thursday after it announced it has signed a <a href="https://www.benzinga.com/pressreleases/25/07/g46463556/digi-power-x-acquires-supermicro-nvidia-b200-systems-to-launch-tier-3-neocloud-ai-infrastructure" target="_blank" rel="noreferrer noopener">definitive purchase order</a> with Super Micro Computer (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) to supply systems powered by Nvidia&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) latest B200 GPUs for its Tier 3 modular AI infrastructure, NeoCloud. 
These Supermicro systems, pre-qualified for the Blackwell B200 chips, will be deployed in Digi Power X&#8217;s proprietary ARMS 200 pods, with the first installation taking place at the company&#8217;s Alabama site. Operations are scheduled to begin in the fourth quarter of 2025.
CEO Michel Amar called the deal a turning point, noting it marks Digi Power X&#8217;s transition from infrastructure buildout to revenue generation. The company expects each megawatt of its Tier 3 AI infrastructure to generate recurring revenue through high-performance GPU cloud rentals via its NeoCloud portal.
Also Read: <a href="https://www.benzinga.com/trading-ideas/movers/25/07/46427157/why-is-supermicro-stock-surging-on-tuesday" target="_blank" rel="noreferrer noopener">Supermicro Stock Surges On Trump&#8217;s AI Push, Eased China Chip Curbs</a>
Digi Power X intends to finance its expansion using non-dilutive debt backed by AI compute revenue. It aims for full equity retention with a payback period of under three years. The company is working on its ARMS 300 platform, which will support Nvidia&#8217;s next-gen B300 chips. The plan is to deploy 55 megawatts of Tier 3 AI infrastructure by 2027. Following Alabama, additional deployments are planned in Upstate New York.
Super Micro Computer <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46463670/supermicro-launches-new-ai-servers-with-intel-xeon-6-chips" rel="noreferrer noopener">announced Wednesday that</a> it has started shipping its latest 4-socket servers designed for large-scale database and enterprise workloads. Powered by Intel&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) newest Xeon 6 processors with Performance-Cores, the servers are built to handle critical tasks like in-memory databases and scientific simulations that require high memory and low latency.
These new systems—part of Supermicro&#8217;s Data Center Building Block Solutions—offer significantly more performance than earlier 4-socket models. Businesses can now tap into up to 16TB of memory and run up to six double-width GPUs in a single machine, making them ideal for AI training, analytics, and virtualization, without the need to scale across multiple servers.
President Trump <a href="https://www.benzinga.com/markets/tech/25/07/46412125/trumps-latest-move-on-ai-and-china-propels-chip-stocks">plans to announce</a> close to $70 billion in AI and energy investments in Pennsylvania. The move coincides with the U.S. government&#8217;s move to ease certain chip export restrictions to China.
Price Actions: DGXX stock is up 14.2% at $3.53 premarket at last check Thursday. SMCI is down 0.09%.
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Image: Shutterstock

Digi Power X Stock Jumps After Deal With Supermicro To Roll Out Nvidia-Powered AI Systems

Super Micro Computer (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) <a href="https://www.benzinga.com/pressreleases/25/07/n46440954/supermicro-now-shipping-high-performance-4-socket-x14-servers-for-demanding-enterprise-database-an" target="_blank" rel="noreferrer noopener">announced on Wednesday</a> that it has begun shipping advanced 4-socket servers to support large-scale database and enterprise applications. 
These new systems, built with the latest Intel (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) Xeon 6 Processors with Performance-Cores (P-Cores), are CXL 2.0 ready and optimized for mission-critical workloads, in-memory databases, and scientific simulations that demand massive memory capacity and low-latency CPU performance.
As part of Supermicro&#8217;s Data Center Building Block Solutions (DCBBS), these servers deliver significantly higher performance than earlier 4-socket models.
Also Read: <a target="_blank" href="https://www.benzinga.com/analyst-stock-ratings/initiation/25/07/46325914/super-micro-remains-a-show-me-story-as-analysts-weigh-ai-growth-against-execution-risks" rel="noreferrer noopener">Super Micro Remains A &#8216;Show-Me Story&#8217; As Analysts Weigh AI Growth Against Execution Risks</a>
Enterprises can now access up to 16TB of memory and support for 6 double-width GPUs in a single system, ideal for applications like ERP, AI inferencing and training, analytics, and virtualization, without the complexity of scaling across multiple nodes.
Supermicro also secured SAP (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAP#NYSE">SAP</a>) HANA and Oracle (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) Linux certifications for these servers. Their extensive memory capacity allows enterprises to scale SAP and Oracle workloads vertically, within a single node, eliminating the latency issues tied to distributed processing. 
The 2U models support 2 GPUs, while the 4U versions handle up to 6 GPUs, enabling advanced AI capabilities integrated with enterprise databases.
Supermicro&#8217;s 4-socket servers simplify high-performance data center architecture and future-proof SAP, Oracle, and AI-powered enterprise deployments by combining compute, memory, and storage into a single instance.
Supermicro stock gained 75% year-to-date, topping the Nasdaq Composite index&#8217;s over 7%, backed by robust demand for its AI servers.
Supermicro and semiconductor peers <a href="https://www.benzinga.com/trading-ideas/movers/25/07/46427157/why-is-supermicro-stock-surging-on-tuesday" target="_blank" rel="noreferrer noopener">rallied this week</a> on news of Trump&#8217;s upcoming $70 billion AI and energy plan in Pennsylvania and the U.S. easing chip export rules to China. 
The initiative targets AI data centers, grid upgrades, and workforce training, while Blackstone&#8217;s Jon Gray is expected to announce a separate $25 billion data center push.
Price Action:&nbsp;SMCI shares were trading lower by 0.47% to $52.97 premarket at last check on Thursday.
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Photo via Shutterstock

ORCL

Supermicro Launches New AI Servers With Intel Xeon 6 Chips

Press Releases

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Legal

Shareholder Alert: Johnson Fistel, LLP Investigates Elanco Animal Health, Masimo, Fidelity National Information, and Super Micro Computer —Long-Term Investors are Encouraged to Contact the Firm

Quantum Computing Market Witnessing Surge in Government and Private Sector Funding

Supermicro Now Shipping High-Performance 4-Socket X14 Servers for Demanding Enterprise, Database, and Mission-Critical Workloads, Based on Intel Xeon 6 Processors

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