La catena delle opzioni mostra i dati chiave delle opzioni azionarie di Alibaba Gr Hldgs a vari prezzi di esercizio e date di scadenza. I trader utilizzano queste informazioni per analizzare potenziali operazioni e valutare il sentiment del mercato per Alibaba Gr Hldgs..

Alibaba Gr Hldgs (NYSE:BABA) Azioni, Catena delle Opzioni

ALIBABA GROUP HOLDING-SP ADR

Alibaba Gr Hldgs

Alibaba Group Holding

Alibaba is the world's largest online and mobile commerce company as measured by gross merchandise volume. It operates China's online marketplaces, including Taobao (consumer-to-consumer) and Tmall (business-to-consumer). The China commerce retail division is the most valuable cash flow-generating business at Alibaba. Additional revenue sources include China commerce wholesale, international commerce retail/wholesale, local consumer services, cloud computing, digital media and entertainment platforms, Cainiao logistics services, and innovation initiatives/other.

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Azioni Alibaba: il segnale che potrebbe influenzare le tue strategie

Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share

Alibaba Group Holding Ltd

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders often look for circumstances when the market estimation of an option diverges away from its normal worth. Abnormal amounts of trading activity could push option prices to hyperbolic or underperforming levels. 
Here's the list of options activity happening in today's session: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>TSLA</td>
<td>PUT</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>07/11/25</td>
<td>$290.00</td>
<td>$27.4K</td>
<td>7.7K</td>
<td>77.5K</td>
</tr>
<tr>
<td>RIVN</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$15.00</td>
<td>$100.0K</td>
<td>30.7K</td>
<td>13.2K</td>
</tr>
<tr>
<td>AMZN</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>07/11/25</td>
<td>$222.50</td>
<td>$25.2K</td>
<td>1.7K</td>
<td>8.3K</td>
</tr>
<tr>
<td>BABA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$130.00</td>
<td>$53.1K</td>
<td>11.5K</td>
<td>2.0K</td>
</tr>
<tr>
<td>CMG</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>10/17/25</td>
<td>$62.50</td>
<td>$36.2K</td>
<td>216</td>
<td>1.8K</td>
</tr>
<tr>
<td>XPEV</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$17.00</td>
<td>$46.1K</td>
<td>486</td>
<td>1.2K</td>
</tr>
<tr>
<td>GM</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$57.50</td>
<td>$30.9K</td>
<td>2.4K</td>
<td>310</td>
</tr>
<tr>
<td>PDD</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>10/17/25</td>
<td>$120.00</td>
<td>$45.0K</td>
<td>1.5K</td>
<td>233</td>
</tr>
<tr>
<td>JD</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/16/26</td>
<td>$32.50</td>
<td>$57.6K</td>
<td>2.5K</td>
<td>169</td>
</tr>
<tr>
<td>MCD</td>
<td>PUT</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>08/15/25</td>
<td>$290.00</td>
<td>$30.2K</td>
<td>836</td>
<td>126</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• Regarding TSLA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>), we observe a put option trade with neutral sentiment. It expires in 4 day(s) on July 11, 2025. Parties traded 42 contract(s) at a $290.00 strike. The total cost received by the writing party (or parties) was $27.4K, with a price of $653.0 per contract. There were 7736 open contracts at this strike prior to today, and today 77537 contract(s) were bought and sold. 
• For RIVN (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RIVN#NASDAQ">RIVN</a>), we notice a call option trade that happens to be bearish, expiring in 39 day(s) on August 15, 2025. This event was a transfer of 2500 contract(s) at a $15.00 strike. The total cost received by the writing party (or parties) was $100.0K, with a price of $40.0 per contract. There were 30735 open contracts at this strike prior to today, and today 13289 contract(s) were bought and sold. 
• Regarding AMZN (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), we observe a put option sweep with bullish sentiment. It expires in 4 day(s) on July 11, 2025. Parties traded 100 contract(s) at a $222.50 strike. This particular put needed to be split into 4 different trades to become filled. The total cost received by the writing party (or parties) was $25.2K, with a price of $252.0 per contract. There were 1781 open contracts at this strike prior to today, and today 8309 contract(s) were bought and sold. 
• Regarding BABA (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), we observe a call option sweep with bearish sentiment. It expires in 74 day(s) on September 19, 2025. Parties traded 292 contract(s) at a $130.00 strike. This particular call needed to be split into 12 different trades to become filled. The total cost received by the writing party (or parties) was $53.1K, with a price of $182.0 per contract. There were 11532 open contracts at this strike prior to today, and today 2027 contract(s) were bought and sold. 
• Regarding CMG (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMG#NYSE">CMG</a>), we observe a call option sweep with bearish sentiment. It expires in 102 day(s) on October 17, 2025. Parties traded 250 contract(s) at a $62.50 strike. This particular call needed to be split into 14 different trades to become filled. The total cost received by the writing party (or parties) was $36.2K, with a price of $145.0 per contract. There were 216 open contracts at this strike prior to today, and today 1846 contract(s) were bought and sold. 
• Regarding XPEV (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XPEV#NYSE">XPEV</a>), we observe a put option sweep with bullish sentiment. It expires in 39 day(s) on August 15, 2025. Parties traded 531 contract(s) at a $17.00 strike. This particular put needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $46.1K, with a price of $87.0 per contract. There were 486 open contracts at this strike prior to today, and today 1293 contract(s) were bought and sold. 
• For GM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>), we notice a call option trade that happens to be bullish, expiring in 193 day(s) on January 16, 2026. This event was a transfer of 103 contract(s) at a $57.50 strike. The total cost received by the writing party (or parties) was $30.9K, with a price of $300.0 per contract. There were 2413 open contracts at this strike prior to today, and today 310 contract(s) were bought and sold. 
• For PDD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PDD#NASDAQ">PDD</a>), we notice a call option trade that happens to be bullish, expiring in 102 day(s) on October 17, 2025. This event was a transfer of 100 contract(s) at a $120.00 strike. The total cost received by the writing party (or parties) was $45.0K, with a price of $450.0 per contract. There were 1505 open contracts at this strike prior to today, and today 233 contract(s) were bought and sold. 
• For JD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JD#NASDAQ">JD</a>), we notice a call option sweep that happens to be bearish, expiring in 193 day(s) on January 16, 2026. This event was a transfer of 146 contract(s) at a $32.50 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 $57.6K, with a price of $395.0 per contract. There were 2513 open contracts at this strike prior to today, and today 169 contract(s) were bought and sold. 
• Regarding MCD (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MCD#NYSE">MCD</a>), we observe a put option sweep with neutral sentiment. It expires in 39 day(s) on August 15, 2025. Parties traded 53 contract(s) at a $290.00 strike. This particular put needed to be split into 5 different trades to become filled. The total cost received by the writing party (or parties) was $30.2K, with a price of $570.0 per contract. There were 836 open contracts at this strike prior to today, and today 126 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

AMZN

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10 Consumer Discretionary Stocks With Whale Alerts In Today's Session

Nearly six months into President Donald Trump's second term, the market has picked its winners—and it's not on ESG, the strategy built around environmental,<a href="https://www.benzinga.com/markets/esg"> social and governance principles.</a>
As deregulation gains steam and culture wars escalate, a group of so-called &#8220;sin stocks&#8221; tied to guns, booze, tobacco, and gambling is sharply beating clean investing strategies.
<h3 class="wp-block-heading">Sin Stocks Are Smoking ESG—and Trump Might Be The Reason</h3>
Since Trump's inauguration on Jan. 20, 2025, the USA Mutuals Vice Fund (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VICEX#NASDAQ">VICEX</a>) — a portfolio built around industries typically shunned by ethical investors — has jumped 16.4%. By contrast:
<ul class="wp-block-list">
<li>The Vanguard ESG U.S. Stock ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ESGV#NYSE">ESGV</a>) is up just 3.5%.</li>
<li>The SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) gained 4.2%.</li>
<li>The Invesco QQQ Trust (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>) rose 6%. </li>
</ul>
This shift reflects a broader investor reallocation toward industries that benefit from Trump's deregulatory, America-first agenda—and away from sectors screened for ESG compliance.
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="529" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/07105031/image-66-1024x529.png" alt="" class="wp-image-975026" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/07105031/image-66-1024x529.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/07105031/image-66-300x155.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/07105031/image-66-768x397.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/07105031/image-66-1536x794.png 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/07105031/image-66-2048x1059.png 2048w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
<h2 class="wp-block-heading">What's Driving Sin Stocks Higher?</h2>
The USA Mutuals Vice Fund, launched in 2002, invests at least 80% of its assets in companies tied to alcohol, tobacco, gambling, and defense.
It concentrates a minimum of 25% in these four "vice industries," which the fund defines as sectors often subject to social disapproval or regulatory risk. 
No single industry makes up more than 80% of the portfolio. The fund also maintains global exposure, investing at least 40% of assets in non-U.S. companies across a minimum of three countries.
 Its top holdings as of March 31, 2025 have delivered eye-catching returns in 2025:
<ul class="wp-block-list">
<li>BAE Systems plc (OTCPK: BAESY): +79.3%</li>
<li>Philip Morris International Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PM#NYSE">PM</a>): +51.8%</li>
<li>British American Tobacco p.l.c. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BTI#NYSE">BTI</a>): +46.9%</li>
<li>Anheuser-Busch InBev SA/NV (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BUD#NYSE">BUD</a>): +38.8%</li>
<li>RTX Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RTX#NYSE">RTX</a>): +28.0%</li>
<li>Alibaba Group Holding Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>): +28.5%</li>
<li>Heineken N.V. (OTCPK: HEINY): +25.9%</li>
<li>Northrop Grumman Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOC#NYSE">NOC</a>): +9.4%</li>
<li>Diageo plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DEO#NYSE">DEO</a>): -17.1% (the lone laggard). </li>
</ul>
In particular, a portfolio of defense contractors—tracked by the iShares U.S. Aerospace &amp; Defense ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ITA#NYSE">ITA</a>)—has surged 25% year-to-date, fueled by rising geopolitical tensions and further escalated by the recent Israel–Iran war.
&#8220;The Vice Fund remains committed to its core belief that certain stocks are undervalued because certain factions of society deem them morally questionable,&#8221; said portfolio manager Paul Strehle in the fund's latest quarterly report.
&#8220;Our core holdings remain military defense, casino, alcohol, and tobacco stocks because they typically have an inelastic customer base that is unlikely to be swayed by whether the product price rises or falls,&#8221; he added. 
<h2 class="wp-block-heading">ESG Stocks Struggle Despite Big Tech Exposure</h2>
Despite the Vanguard ESG U.S. Stock ETF including several of the market's strongest tech names, it hasn't kept up with vice stocks. 
Top 10 ESGV Holdings and 2025 YTD Returns:
<ul class="wp-block-list">
<li>Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>): +18.1%</li>
<li>Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>): +18.6%</li>
<li>Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>): -15.1%</li>
<li>Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>): +2.0%</li>
<li>Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>): +24.3%</li>
<li>Broadcom Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>): +20.0%</li>
<li>Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>): -6.1%</li>
<li>Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>): -27.4%</li>
<li>Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>): -6.1%</li>
<li>JPMorgan Chase &amp; Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JPM#NYSE">JPM</a>): +24.8%</li>
</ul>
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Guns, Booze, And Gambling Stocks Are Crushing ESG In Trump's America

A fresh controversy is brewing in China&#8217;s intensely competitive artificial intelligence market as Huawei Technologies&#8217; AI research arm has firmly rejected allegations of plagiarizing elements from an Alibaba Group Holding (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) model. This denial comes as Alibaba&#8217;s stock traded lower on Monday. 
The accusations, stemming from a paper released on GitHub on July 4 by HonestAGI, claim &#8220;extraordinary correlation&#8221; between Huawei&#8217;s recently open-sourced Pangu Pro Moe model and Alibaba&#8217;s established Qwen 2.5 14B. This development further heats up the Chinese AI landscape, which has seen a price war initiated by startups like DeepSeek earlier in 2024.
<h2 class="wp-block-heading">Huawei&#8217;s Noah&#8217;s Ark Lab Issues Strong Denial</h2>
Huawei&#8217;s Noah&#8217;s Ark Lab issued a statement Saturday to Reuters, asserting that its Pangu Pro Moe (Mixture of Experts) model was developed and trained independently.
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46250853/alibabas-ai-and-cloud-moves-have-sparked-28-stock-rebound" rel="noreferrer noopener">Alibaba&#8217;s AI And Cloud Moves Have Sparked 28% Stock Rebound</a>
The denial came after HonestAGI published a paper on GitHub on Friday, claiming that Huawei&#8217;s model showed &#8220;extraordinary correlation&#8221; with Alibaba&#8217;s Qwen 2.5 14B model.
The paper argued the model appeared &#8220;upcycled&#8221; rather than trained from scratch, raising concerns about possible copyright violations, fabricated technical claims, and misrepresented training investments.
Noah&#8217;s Ark Lab rejected the claims, stating the model was not incrementally trained on others&#8217; work and featured original architectural and technical innovations. The lab added that Pangu Pro Moe is the first large model fully built on Huawei&#8217;s Ascend chips.
Huawei&#8217;s Ascend chips are a series of AI processors designed by Huawei for AI training and inference, aiming to compete with leading chipmakers like Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>).
<h2 class="wp-block-heading">China&#8217;s Fierce AI Market And Price Wars</h2>
The allegations underscore the intense competition within China&#8217;s booming AI market. Chinese AI startup DeepSeek ignited a <a href="https://www.benzinga.com/markets/asia/25/04/45015548/baidu-goes-aggressive-chinas-in-ai-price-war-with-alibaba-deepseek">domestic price war</a> in 2024 by introducing affordable AI models, prompting tech giants like Alibaba to follow suit and further intensifying the competitive landscape.
<h2 class="wp-block-heading">Alibaba&#8217;s AI And Cloud Expansion</h2>
Alibaba stock surged 28% year-to-date, driven by increased investor confidence in China&#8217;s tech sector, strong earnings reports, and a push into artificial intelligence. 
Alibaba Cloud is <a href="https://www.benzinga.com/markets/tech/25/07/46215371/alibaba-cloud-opens-third-malaysia-data-center-plans-second-in-philippines" target="_blank" rel="noreferrer noopener">rapidly expanding overseas</a>, adding new data centers in Malaysia, South Korea, and the Philippines as part of a global push. These expansions were announced in the first half of 2025, with a third data center in Malaysia launched on July 1, 2025, and a second in the Philippines planned for October 2025.
CEO Eddie Wu has made globalization a core strategy, with plans to grow Alibaba&#8217;s cloud presence across Asia, Europe, the Middle East, and the Americas. The company will launch a global AI competency center in Singapore and expand its Qwen AI models to international data hubs by 2025. 
Backing its ambitions, Alibaba has committed $52 billion over three years to cloud and AI infrastructure, partnering with Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) and Nvidia.
Price Action:&nbsp;BABA shares are trading lower by&nbsp;1.37% to&nbsp;$107.40 premarket at&nbsp;last check on Monday.
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Huawei-Alibaba Clash Heats Up On AI Model Plagiarism Allegations

President Donald Trump signed his <a href="https://www.benzinga.com/news/politics/25/07/46240478/trumps-big-beautiful-bill-advances-as-house-gop-squeezes-out-219-213-win" target="_blank" rel="noreferrer noopener">sweeping tax and spending package</a> into law on Friday after it narrowly passed both houses of Congress last week.
The signing keeps his second-term agenda alive and sets the stage for big shifts in corporate taxes, consumer spending, and tech-sector investments.
Markets took the news in stride. Both the S&amp;P 500 and Nasdaq 100 climbed to fresh record highs, lifted by solid economic data and the <a href="https://www.benzinga.com/markets/market-summary/25/07/46262523/trump-fed-policy-markets-records-vietnam-trade-deal-obbba" target="_blank" rel="noreferrer noopener">promise of policy stability</a>.
For investors, the week delivered a rare mix of bullish momentum and clear direction.
Adding to the surprise, Trump unveiled a <a href="https://www.benzinga.com/news/politics/25/07/46241070/trumps-vietnam-trade-deal-with-40-tax-on-transshipments-may-result-in-chinese-backlash-say-economists-they-want-inflation" target="_blank" rel="noreferrer noopener">new trade deal with Vietnam</a>. The agreement imposes steep tariffs—20% on Vietnamese imports and 40% on transshipped goods—but opens up full access for U.S. companies to Vietnam&#8217;s domestic market, a major win for American exporters, especially in consumer tech and electronics.
Technology
Nvidia Corp&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)&nbsp;CEO&nbsp;Jensen Huang stock just closed at&nbsp;$159.34&nbsp;on Thursday, less than&nbsp;3%&nbsp;shy of the historic<a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46261478/nvidias-4t-countdown-will-next-weeks-chart-print-a-trillion-dollar-breakout" rel="noreferrer noopener">&nbsp;$4 trillion&nbsp;market cap milestone.</a>
If it hits&nbsp;$164, it&#8217;ll become the first chipmaker — and only the second U.S. company after&nbsp;Microsoft Corp&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) – to touch that number.
Apple (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) is rolling out a new feature with&nbsp;iOS 26&nbsp;that aims to curb spam by automatically filtering and silencing unwanted<a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46258668/apples-ios-26-will-silence-spam-texts-automatically-with-new-messages-update-that-filters-unknown-senders-into-hidden-folders" rel="noreferrer noopener"> texts in its&nbsp;</a><a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46258668/apples-ios-26-will-silence-spam-texts-automatically-with-new-messages-update-that-filters-unknown-senders-into-hidden-folders" rel="noreferrer noopener">Messages</a><a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46258668/apples-ios-26-will-silence-spam-texts-automatically-with-new-messages-update-that-filters-unknown-senders-into-hidden-folders" rel="noreferrer noopener">&nbsp;app.</a>
As part of the iOS 26 update, Apple is getting an enhanced spam screening tool within its Messages app
Alphabet&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) Google has been hit with an antitrust complaint by a group of independent publishers<a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46263522/googles-ai-overviews-features-sparks-new-antitrust-battle-with-european-publishers-report" rel="noreferrer noopener"> from the European Union.</a>
The complaint is related to Google&#8217;s AI Overviews, a feature that provides AI-generated summaries above traditional hyperlinks in search results.
Alibaba Group Holding Limited&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) announced a strategic partnership with website builder&nbsp;Wix.com Ltd.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WIX#NASDAQ">WIX</a>) to simplify global commerce for entrepreneurs and small businesses <a target="_blank" href="https://www.benzinga.com/markets/equities/25/07/46226194/whats-going-on-with-alibaba-stock-today" rel="noreferrer noopener">in more than 200 markets.</a>
Alibaba Group announced the pricing of HK$12.023 billion ($1.5 billion) in zero-coupon exchangeable bonds due 2032, marking the Chinese e-commerce giant&#8217;s latest move to fuel its artificial intelligence<a href="https://www.benzinga.com/markets/equities/25/07/46257814/alibaba-prices-1-5-billion-via-zero-coupon-bonds-to-fund-ai-cloud-push" target="_blank" rel="noreferrer noopener"> and cloud expansion strategy.</a>
President&nbsp;Donald Trump&nbsp;said the U.S. is&nbsp;poised to resume negotiations&nbsp;with China as early as Monday or Tuesday over a potential deal involving<a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46263734/trump-says-we-pretty-much-have-a-deal-as-he-reveals-us-will-resume-tiktok-deal-talks-with-china-soon" rel="noreferrer noopener"> TikTok&#8217;s U.S. operations.</a>
Artificial Intelligence (AI)
OpenAI CEO&nbsp;Sam Altman&nbsp;said AI can now perform entry-level employee tasks, while Gen Z workers increasingly view artificial intelligence as a workplace companion rather than competition, as tech leaders predict the first billion-dollar <a target="_blank" href="https://www.benzinga.com/markets/tech/25/06/45809827/sam-altman-says-ai-can-replace-interns-but-gen-z-is-already-treating-it-like-a-work-buddy" rel="noreferrer noopener">single-person company could emerge next year.</a>
Apple&nbsp;has the&nbsp;potential to outshine Meta Platforms&#8217; (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>)&nbsp;Ray-Ban&nbsp;smart glasses, <a target="_blank" href="https://www.benzinga.com/markets/tech/25/06/46161059/apple-has-the-potential-to-crush-metas-ray-ban-smart-glasses-says-ming-chi-kuo-but-the-tech-giant-has-been-surprisingly-slow" rel="noreferrer noopener">says analyst&nbsp;</a><a target="_blank" href="https://www.benzinga.com/markets/tech/25/06/46161059/apple-has-the-potential-to-crush-metas-ray-ban-smart-glasses-says-ming-chi-kuo-but-the-tech-giant-has-been-surprisingly-slow" rel="noreferrer noopener">Ming-Chi Kuo</a><a target="_blank" href="https://www.benzinga.com/markets/tech/25/06/46161059/apple-has-the-potential-to-crush-metas-ray-ban-smart-glasses-says-ming-chi-kuo-but-the-tech-giant-has-been-surprisingly-slow" rel="noreferrer noopener">.</a>
Apple&nbsp;investors are waiting for signs that the company is serious about artificial intelligence, according to&nbsp;<a target="_blank" href="https://www.benzinga.com/markets/tech/25/06/46186723/apple-investors-have-shockingly-low-ai-expectations-says-gene-munster-siri-upgrade-rumors-alone-fueled-a-2-stock-jump" rel="noreferrer noopener">Deepwater Asset Management&#8217;s Gene Munster</a><a target="_blank" href="https://www.benzinga.com/markets/tech/25/06/46186723/apple-investors-have-shockingly-low-ai-expectations-says-gene-munster-siri-upgrade-rumors-alone-fueled-a-2-stock-jump" rel="noreferrer noopener">.</a>
A report emerged that the tech giant is exploring using large language models from&nbsp;OpenAI&nbsp;or&nbsp;Anthropic&nbsp;to power a revamped version of&nbsp;Siri&nbsp;by spring 2026.
Automobiles &amp; Airlines
Boeing (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>) secured a $2.8 billion contract from the U.S. Space Force to develop and produce strategic <a target="_blank" href="https://www.benzinga.com/markets/equities/25/07/46258103/boeing-wins-2-8-billion-us-space-force-contract-to-build-nuclear-resilient-satellites-for-strategic-communications" rel="noreferrer noopener">satellite communications systems.</a>
The contract covers Boeing&#8217;s Evolved Strategic Satellite Communications (ESS) program, which will deliver two satellites with options for two additional units.
Tesla (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) released its second-quarter<a target="_blank" href="https://www.benzinga.com/trading-ideas/movers/25/07/46221375/tesla-stock-jumps-on-strong-q2-deliveries" rel="noreferrer noopener"> production and delivery results for 2025.</a>
Tesla produced 410,244 vehicles and delivered 384,122 globally. The popular Model 3/Y vehicles accounted for the vast majority of these figures, with 373,728 deliveries for the quarter. The company also noted the deployment of 9.6 GWh of its energy storage products.
Lucid Group (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LCID#NASDAQ">LCID</a>)&nbsp;said it produced 3,863 vehicles in the second quarter, up from 2,212 vehicles<a target="_blank" href="https://www.benzinga.com/trading-ideas/movers/25/07/46235023/lucid-reports-q2-production-delivery-numbers-shares-stall" rel="noreferrer noopener"> produced in the&nbsp;first quarter.</a>
Rivian Automotive (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RIVN#NASDAQ">RIVN</a>) produced 5,979 vehicles between April and June and delivered 10,661 units<a target="_blank" href="https://www.benzinga.com/trading-ideas/movers/25/07/46224223/rivians-production-dips-for-next-gen-models-volkswagen-infusion-boosts-outlook" rel="noreferrer noopener"> from its Normal, Illinois, plant. </a>Despite a planned reduction in output to prepare for its 2026 lineup, Rivian reaffirmed its full-year delivery guidance of 40,000 to 46,000 vehicles.
NIO (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NIO#NYSE">NIO</a>) shipped 24,925 units in June, reflecting a 17.5% increase over the<a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46191725/nios-june-sales-surge-as-trump-casts-doubt-on-ev-future" rel="noreferrer noopener"> same month last year.</a>
Xiaomi (OTC:<a class="ticker" href="https://www.benzinga.com/stock/XIACF#OTC">XIACF</a>) is exploring options to sell its vehicles overseas. CEO&nbsp;Lei Jun&nbsp;shared the company&#8217;s plans during a livestream.
Image: Shutterstock

General

GOOG

LCID

XIACF

Consumer Tech News (June 30–July 4): Trump's Tax Bill Advances, S&P Hits Record, Nvidia Nears $4 Trillion, Apple Debuts iOS 26 Spam Filter

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 Consumer Discretionary sector: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>TSLA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/11/25</td>
<td>$320.00</td>
<td>$148.0K</td>
<td>10.5K</td>
<td>18.9K</td>
</tr>
<tr>
<td>BABA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$110.00</td>
<td>$25.6K</td>
<td>4.0K</td>
<td>2.1K</td>
</tr>
<tr>
<td>F</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/15/27</td>
<td>$14.85</td>
<td>$79.0K</td>
<td>28.1K</td>
<td>1.3K</td>
</tr>
<tr>
<td>JD</td>
<td>PUT</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>03/20/26</td>
<td>$28.00</td>
<td>$30.7K</td>
<td>1.9K</td>
<td>700</td>
</tr>
<tr>
<td>XPEV</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$19.00</td>
<td>$26.2K</td>
<td>295</td>
<td>436</td>
</tr>
<tr>
<td>CAVA</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$75.00</td>
<td>$47.8K</td>
<td>1.2K</td>
<td>213</td>
</tr>
<tr>
<td>HOG</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>07/18/25</td>
<td>$23.00</td>
<td>$33.8K</td>
<td>653</td>
<td>176</td>
</tr>
<tr>
<td>SBUX</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>07/11/25</td>
<td>$89.00</td>
<td>$36.7K</td>
<td>1.2K</td>
<td>165</td>
</tr>
<tr>
<td>RCL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$410.00</td>
<td>$143.4K</td>
<td>111</td>
<td>102</td>
</tr>
<tr>
<td>NKE</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>07/11/25</td>
<td>$69.00</td>
<td>$48.0K</td>
<td>271</td>
<td>71</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• For TSLA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>), we notice a call option sweep that happens to be bearish, expiring in 7 day(s) on July 11, 2025. This event was a transfer of 200 contract(s) at a $320.00 strike. This particular call needed to be split into 19 different trades to become filled. The total cost received by the writing party (or parties) was $148.0K, with a price of $740.0 per contract. There were 10560 open contracts at this strike prior to today, and today 18921 contract(s) were bought and sold. 
• For BABA (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), we notice a call option sweep that happens to be bearish, expiring in 42 day(s) on August 15, 2025. This event was a transfer of 50 contract(s) at a $110.00 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 $25.6K, with a price of $513.0 per contract. There were 4089 open contracts at this strike prior to today, and today 2173 contract(s) were bought and sold. 
• Regarding F (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>), we observe a call option sweep with bullish sentiment. It expires in 560 day(s) on January 15, 2027. Parties traded 1000 contract(s) at a $14.85 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 $79.0K, with a price of $79.0 per contract. There were 28155 open contracts at this strike prior to today, and today 1336 contract(s) were bought and sold. 
• Regarding JD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JD#NASDAQ">JD</a>), we observe a put option trade with neutral sentiment. It expires in 259 day(s) on March 20, 2026. Parties traded 150 contract(s) at a $28.00 strike. The total cost received by the writing party (or parties) was $30.7K, with a price of $205.0 per contract. There were 1941 open contracts at this strike prior to today, and today 700 contract(s) were bought and sold. 
• For XPEV (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XPEV#NYSE">XPEV</a>), we notice a call option trade that happens to be bullish, expiring in 42 day(s) on August 15, 2025. This event was a transfer of 199 contract(s) at a $19.00 strike. The total cost received by the writing party (or parties) was $26.2K, with a price of $132.0 per contract. There were 295 open contracts at this strike prior to today, and today 436 contract(s) were bought and sold. 
• For CAVA (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CAVA#NYSE">CAVA</a>), we notice a call option trade that happens to be bearish, expiring in 77 day(s) on September 19, 2025. This event was a transfer of 29 contract(s) at a $75.00 strike. The total cost received by the writing party (or parties) was $47.8K, with a price of $1650.0 per contract. There were 1269 open contracts at this strike prior to today, and today 213 contract(s) were bought and sold. 
• Regarding HOG (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HOG#NYSE">HOG</a>), we observe a call option trade with bearish sentiment. It expires in 14 day(s) on July 18, 2025. Parties traded 123 contract(s) at a $23.00 strike. The total cost received by the writing party (or parties) was $33.8K, with a price of $275.0 per contract. There were 653 open contracts at this strike prior to today, and today 176 contract(s) were bought and sold. 
• For SBUX (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SBUX#NASDAQ">SBUX</a>), we notice a call option trade that happens to be neutral, expiring in 7 day(s) on July 11, 2025. This event was a transfer of 65 contract(s) at a $89.00 strike. The total cost received by the writing party (or parties) was $36.7K, with a price of $566.0 per contract. There were 1289 open contracts at this strike prior to today, and today 165 contract(s) were bought and sold. 
• For RCL (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RCL#NYSE">RCL</a>), we notice a call option sweep that happens to be bullish, expiring in 196 day(s) on January 16, 2026. This event was a transfer of 88 contract(s) at a $410.00 strike. This particular call needed to be split into 18 different trades to become filled. The total cost received by the writing party (or parties) was $143.4K, with a price of $1630.0 per contract. There were 111 open contracts at this strike prior to today, and today 102 contract(s) were bought and sold. 
• Regarding NKE (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NKE#NYSE">NKE</a>), we observe a call option trade with bearish sentiment. It expires in 7 day(s) on July 11, 2025. Parties traded 64 contract(s) at a $69.00 strike. The total cost received by the writing party (or parties) was $48.0K, with a price of $750.0 per contract. There were 271 open contracts at this strike prior to today, and today 71 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.

CAVA

SBUX

10 Consumer Discretionary Stocks Whale Activity In Today's Session

Alibaba Group Holding Limited (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) (OTC:<a class="ticker" href="https://www.benzinga.com/stock/BABAF#OTC">BABAF</a>) announced the pricing of HK$12.023 billion ($1.5 billion) in zero-coupon exchangeable bonds due 2032, marking the Chinese e-commerce giant&#8217;s latest move to fuel its artificial intelligence and cloud expansion strategy.
What Happened: The bonds, priced on Thursday, are exchangeable for shares of Alibaba Health Information Technology Limited (OTC:<a class="ticker" href="https://www.benzinga.com/stock/ALBBY#OTC">ALBBY</a>), a consolidated subsidiary where Alibaba holds approximately 64% equity interest. The offering is expected to close July 9, subject to customary closing conditions.
Bondholders can exchange their securities at an initial ratio of approximately 160,513.6 Alibaba Health shares per HK$1 million principal amount, equivalent to an initial exchange price of HK$6.23 per share. This represents a 48% premium over the HK$4.21 per share price in the concurrent delta placement.
If fully exchanged, the bonds would represent up to 12% of Alibaba Health&#8217;s issued share capital as of May 31. The exchange price is subject to customary adjustments and anti-dilution provisions.
Alibaba expects net proceeds of approximately HK$11.9 billion ($1.55 billion) after deducting underwriter commissions and estimated expenses. The company plans to use proceeds for general corporate purposes, including investments in cloud infrastructure and international commerce businesses.
See Also: <a href="https://www.benzinga.com/markets/equities/25/07/46257412/is-the-market-open-on-july-4th-everything-you-need-to-know">Is the Market Open On July 4th? Everything You Need To Know</a>
Why It Matters: The bond offering comes as Alibaba shares have surged 28% year-to-date, <a href="https://www.benzinga.com/markets/tech/25/07/46250853/alibabas-ai-and-cloud-moves-have-sparked-28-stock-rebound">significantly outperforming the NYSE Composite&#8217;s 8% gain</a>. The rally has been driven by accelerating growth in the company&#8217;s Cloud Intelligence Group, particularly AI-related products, and strategic investments in artificial intelligence.
In June, Alibaba released updated Qwen3 <a href="https://www.benzinga.com/markets/tech/25/07/46250853/alibabas-ai-and-cloud-moves-have-sparked-28-stock-rebound">AI models and partnered with</a> Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) to deploy machine-learning features on devices in China. The company is aggressively expanding its global cloud presence with new data centers in Malaysia, South Korea, and the Philippines.
The bonds will be listed on the Vienna MTF operated by the Vienna Stock Exchange within 60 days after closing. Bondholders may require redemption on July 9, 2030, or following certain corporate events, with redemption at 100% of the principal amount.
Price Action: As of Friday at 1:13 p.m. local time, Alibaba Group Holding Ltd traded at HK$105.60 (~$13.45) on the Hong Kong Exchange, down 0.56%.
On the NYSE, Alibaba ADR closed Thursday at $108.70, down 1.82%, with after-hours trading slipping to $108.63.
BABA scores well on momentum and growth based on Benzinga&#8217;s Stock Edge Ranking. While the stock shows a negative short- and medium-term price trend, its long-term trend remains positive. Click <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">here for a full stock breakdown</a> and to compare it with rival stocks.
<figure class="wp-block-image aligncenter size-full is-resized"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img loading="lazy" decoding="async" width="890" height="640" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/04013153/image-49.png" alt="" class="wp-image-972858" style="width:451px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/04013153/image-49.png 890w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/04013153/image-49-300x216.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/04013153/image-49-768x552.png 768w" sizes="(max-width: 890px) 100vw, 890px" /></a></figure>
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Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: Robert Way / Shutterstock.com

ALBBY

Alibaba Prices $1.5 Billion Via Zero-Coupon Bonds To Fund AI, Cloud Push

Alibaba Group Holding Limited (NYSE: BABA and HKEX: 9988 (HKD Counter) and 89988 (RMB Counter), "Alibaba," "Alibaba Group" or the "Company") today announced the pricing of its private offering (the "Bond Offering") of HK$12.023 billion aggregate principal amount of Zero Coupon Exchangeable Bonds due 2032 (the "Bonds") by reference to the ordinary shares of Alibaba Health Information Technology Limited ("Alibaba Health") that are listed on The Stock Exchange of Hong Kong Limited (the "Hong Kong Stock Exchange") (HKEX: 00241) ("AH Shares"). The Bonds were offered to certain non-U.S. persons in offshore transactions outside the United States in reliance on Regulation S under the U.S. Securities Act of 1933, as amended (the "Securities Act"). The Bond Offering is expected to close on July 9, 2025, subject to customary closing conditions.
When issued, the Bonds will be unsecured and unsubordinated obligations of Alibaba Group. The Bonds will not bear regular interest. The Bonds will mature on July 9, 2032, unless redeemed, exchanged or purchased in accordance with their terms prior to such date.

Offerings

Alibaba Group Prices Private Offering Of HK$12.023 Billion Aggregate Principal Amount Of Zero Coupon Exchangeable Bonds Due 2032

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders will search for circumstances when the market estimation of an option diverges heavily from its normal worth. High amounts of trading activity could push option prices to exaggerated or underestimated levels. 
Below are some instances of options activity happening in the Consumer Discretionary sector: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>TSLA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/11/25</td>
<td>$320.00</td>
<td>$148.0K</td>
<td>10.5K</td>
<td>18.9K</td>
</tr>
<tr>
<td>BABA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$110.00</td>
<td>$25.6K</td>
<td>4.0K</td>
<td>2.1K</td>
</tr>
<tr>
<td>F</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/15/27</td>
<td>$14.85</td>
<td>$79.0K</td>
<td>28.1K</td>
<td>1.3K</td>
</tr>
<tr>
<td>JD</td>
<td>PUT</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>03/20/26</td>
<td>$28.00</td>
<td>$30.7K</td>
<td>1.9K</td>
<td>700</td>
</tr>
<tr>
<td>XPEV</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$19.00</td>
<td>$26.2K</td>
<td>295</td>
<td>436</td>
</tr>
<tr>
<td>CAVA</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$75.00</td>
<td>$47.8K</td>
<td>1.2K</td>
<td>213</td>
</tr>
<tr>
<td>HOG</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>07/18/25</td>
<td>$23.00</td>
<td>$33.8K</td>
<td>653</td>
<td>176</td>
</tr>
<tr>
<td>SBUX</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>07/11/25</td>
<td>$89.00</td>
<td>$36.7K</td>
<td>1.2K</td>
<td>165</td>
</tr>
<tr>
<td>RCL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$410.00</td>
<td>$143.4K</td>
<td>111</td>
<td>102</td>
</tr>
<tr>
<td>NKE</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>07/11/25</td>
<td>$69.00</td>
<td>$48.0K</td>
<td>271</td>
<td>71</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• Regarding TSLA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>), we observe a call option sweep with bearish sentiment. It expires in 8 day(s) on July 11, 2025. Parties traded 200 contract(s) at a $320.00 strike. This particular call needed to be split into 19 different trades to become filled. The total cost received by the writing party (or parties) was $148.0K, with a price of $740.0 per contract. There were 10560 open contracts at this strike prior to today, and today 18921 contract(s) were bought and sold. 
• For BABA (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), we notice a call option sweep that happens to be bearish, expiring in 43 day(s) on August 15, 2025. This event was a transfer of 50 contract(s) at a $110.00 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 $25.6K, with a price of $513.0 per contract. There were 4089 open contracts at this strike prior to today, and today 2173 contract(s) were bought and sold. 
• Regarding F (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>), we observe a call option sweep with bullish sentiment. It expires in 561 day(s) on January 15, 2027. Parties traded 1000 contract(s) at a $14.85 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 $79.0K, with a price of $79.0 per contract. There were 28155 open contracts at this strike prior to today, and today 1336 contract(s) were bought and sold. 
• For JD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JD#NASDAQ">JD</a>), we notice a put option trade that happens to be neutral, expiring in 260 day(s) on March 20, 2026. This event was a transfer of 150 contract(s) at a $28.00 strike. The total cost received by the writing party (or parties) was $30.7K, with a price of $205.0 per contract. There were 1941 open contracts at this strike prior to today, and today 700 contract(s) were bought and sold. 
• For XPEV (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XPEV#NYSE">XPEV</a>), we notice a call option trade that happens to be bullish, expiring in 43 day(s) on August 15, 2025. This event was a transfer of 199 contract(s) at a $19.00 strike. The total cost received by the writing party (or parties) was $26.2K, with a price of $132.0 per contract. There were 295 open contracts at this strike prior to today, and today 436 contract(s) were bought and sold. 
• Regarding CAVA (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CAVA#NYSE">CAVA</a>), we observe a call option trade with bearish sentiment. It expires in 78 day(s) on September 19, 2025. Parties traded 29 contract(s) at a $75.00 strike. The total cost received by the writing party (or parties) was $47.8K, with a price of $1650.0 per contract. There were 1269 open contracts at this strike prior to today, and today 213 contract(s) were bought and sold. 
• Regarding HOG (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HOG#NYSE">HOG</a>), we observe a call option trade with bearish sentiment. It expires in 15 day(s) on July 18, 2025. Parties traded 123 contract(s) at a $23.00 strike. The total cost received by the writing party (or parties) was $33.8K, with a price of $275.0 per contract. There were 653 open contracts at this strike prior to today, and today 176 contract(s) were bought and sold. 
• Regarding SBUX (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SBUX#NASDAQ">SBUX</a>), we observe a call option trade with neutral sentiment. It expires in 8 day(s) on July 11, 2025. Parties traded 65 contract(s) at a $89.00 strike. The total cost received by the writing party (or parties) was $36.7K, with a price of $566.0 per contract. There were 1289 open contracts at this strike prior to today, and today 165 contract(s) were bought and sold. 
• For RCL (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RCL#NYSE">RCL</a>), we notice a call option sweep that happens to be bullish, expiring in 197 day(s) on January 16, 2026. This event was a transfer of 88 contract(s) at a $410.00 strike. This particular call needed to be split into 18 different trades to become filled. The total cost received by the writing party (or parties) was $143.4K, with a price of $1630.0 per contract. There were 111 open contracts at this strike prior to today, and today 102 contract(s) were bought and sold. 
• For NKE (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NKE#NYSE">NKE</a>), we notice a call option trade that happens to be bearish, expiring in 8 day(s) on July 11, 2025. This event was a transfer of 64 contract(s) at a $69.00 strike. The total cost received by the writing party (or parties) was $48.0K, with a price of $750.0 per contract. There were 271 open contracts at this strike prior to today, and today 71 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.

Alibaba Group Holding (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) <a href="https://www.benzinga.com/topic/alibaba" target="_blank" rel="noreferrer noopener">stock has surged 28%</a> year-to-date, topping the NYSE Composite&#8217;s 8% gain and the NYSE Arca China&#8217;s 18%. It has gained over 44% in the last twelve months.
The Chinese e-commerce giant&#8217;s core e-commerce and cloud businesses, strategic investments in artificial intelligence, and phase-out of non-core assets have been fueling the upside for the company, which is also deemed the tech barometer of China.
<h2 class="wp-block-heading">Cloud And AI</h2>
Specifically, the company&#8217;s Cloud Intelligence Group is experiencing accelerating growth, particularly in AI-related products, and its Qwen AI model family is gaining traction.
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/tech/25/06/45925331/alibaba-co-founder-sees-open-source-qwen-driving-cloud-demand" rel="noreferrer noopener">Alibaba Co-Founder Sees Open-Source Qwen Driving Cloud Demand</a>
In June, Alibaba released its updated <a target="_blank" href="https://www.benzinga.com/markets/tech/25/06/45975004/alibaba-updates-llms-to-power-ai-on-apple-devices-in-china" rel="noreferrer noopener">Qwen3 AI models</a>, aiming to unlock value by enabling Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) to deploy machine-learning features on iPhones, iPads, and MacBooks in China.
This move supports Apple&#8217;s push to expand its Apple Intelligence suite in the region while aligning with China&#8217;s regulatory requirements for public AI model use.
Also in June, Alibaba&#8217;s Damo Academy and Zhejiang Cancer Hospital co-developed an <a target="_blank" href="https://www.benzinga.com/markets/tech/25/06/46137326/alibabas-ai-model-outperforms-radiologists-in-early-gastric-cancer-detection" rel="noreferrer noopener">AI model, Grape</a>, to detect gastric cancer from 3D CT scans. The Grape model identifies early-stage stomach cancer and significantly outperforms radiologists, according to Nature Medicine.
Alibaba continues integrating AI into healthcare, building on its 2023 breakthrough in pancreatic cancer detection.
Alibaba is aggressively expanding its <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46215371/alibaba-cloud-opens-third-malaysia-data-center-plans-second-in-philippines" rel="noreferrer noopener">global cloud presence</a>, opening new data centers in Malaysia, South Korea, and the Philippines. By 2025, it plans to extend Qwen AI models and Model Studio globally and launch a global AI hub in Singapore.
The company aims to grow its cloud network across China, Asia, the Middle East, Europe, and the Americas over the next three years.
Backed by a $52 billion investment, Alibaba pushes international growth amid U.S. tensions and intensifies AI competition in China.
<h2 class="wp-block-heading">Market Share And Earnings</h2>
In 2025, the revenue in the smartphone market in China could reach $111.86 billion, <a target="_blank" href="https://www.statista.com/outlook/cmo/consumer-electronics/telephony/smartphones/china" rel="noreferrer noopener">as per</a> Statista, implying a compound annual growth rate (CAGR) of 5.31% from 2025 to 2030.
Revenue in the public cloud market worldwide could reach $980.30 billion in 2025, <a target="_blank" href="https://www.statista.com/outlook/tmo/public-cloud/worldwide" rel="noreferrer noopener">as per</a> Statista. The revenue could post an annual growth rate (CAGR 2025-2030) of 17.12%, resulting in a market volume of $2.16 trillion by 2030.
In May, Alibaba reported <a target="_blank" href="https://www.benzinga.com/25/05/45473543/alibabas-cloud-and-e-commerce-units-shine-as-analyst-sees-ai-take-rates-fueling-future-growth" rel="noreferrer noopener">fiscal fourth-quarter</a> revenue growth of 7% to $32.58 billion, missing the analyst consensus estimate of $33.08 billion. Revenue from Taobao and Tmall Group grew by 9% to $13.97 billion. Revenue from Alibaba International Digital Commerce Group increased by 22% to $4.63 billion. Cloud Intelligence Group revenue grew by&nbsp;18%&nbsp;to&nbsp;$4.15 billion.
While near-term margin pressure remains a concern, Benchmark&nbsp;analyst Fawne Jiang noted Alibaba as a leading beneficiary of accelerated AI adoption in China and a top structural player in the sector.
Alibaba&#8217;s <a target="_blank" href="https://www.benzinga.com/quote/BABA/analyst-ratings" rel="noreferrer noopener">consensus price forecast</a> is $146.81, based on the ratings of 17 analysts. With an average price forecast of $159.33, Alibaba&#8217;s implied upside from these most recent analyst ratings is 46.6%.
Price Action:&nbsp;BABA shares are trading lower by&nbsp;2.06% to&nbsp;$108.43 at&nbsp;last check on Thursday.
Read Next:
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</ul>
Photo via Shutterstock

Alibaba's AI And Cloud Moves Have Sparked 28% Stock Rebound

China&#8217;s <a target="_blank" href="https://www.benzinga.com/topic/smartphones" rel="noreferrer noopener">smartphone market</a> is set for a significant rebound in the second quarter of 2025, with both Huawei Technologies and Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) leading the charge in year-on-year growth, according to preliminary figures from Counterpoint Research.
Huawei is expected to post the highest growth among <a target="_blank" href="https://www.counterpointresearch.com/insight/china-smartphone-market-q2-2025/" rel="noreferrer noopener">major brands</a>, potentially taking the top spot in the Chinese market in the second quarter.
Ivan Lam, Senior Research Analyst at Counterpoint Research, notes that Huawei is &#8220;still riding high on the loyalty of its core users, who are replacing their old phones with new Huawei releases.&#8221;
Also Read: <a target="_blank" href="https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/06/45930835/iphone-sales-rebound-in-china-but-apples-next-move-could-be-risky" rel="noreferrer noopener">iPhone Sales Rebound In China, But Apple&#8217;s Next Move Could Be Risky</a>
<h2 class="wp-block-heading">Apple&#8217;s Strategic Rebound And Market Dynamics</h2>
Apple also saw an increase in sales during May, primarily driven by promotional discounts for the iPhone 16 series, especially the iPhone 16 Pro and iPhone 16 Pro Max.
Counterpoint Research Associate Director Ethan Qi stated that &#8220;Apple&#8217;s May discounts for iPhones bore fruit, coming a week ahead of the 618 shopping festival.&#8221;
This move proved effective. Apple ultimately claimed the top spot during the 618 sales period, with three iPhone variants making it onto the bestseller list.
Mengmeng Zhang, Senior Research Analyst at Counterpoint Research, added that the domestic smartphone subsidy boosted the second quarter&#8217;s performance, but also flagged risks related to scaling back these subsidies later in the year. While the 618 sales period itself was flat year-on-year, most of the quarter&#8217;s growth occurred in May.
<h2 class="wp-block-heading">Fierce Competition And Apple&#8217;s Counter-Moves</h2>
The competitive landscape in China remains intense. Xiaomi (OTC:<a class="ticker" href="https://www.benzinga.com/stock/XIACF#OTC">XIACF</a>) (OTC:<a class="ticker" href="https://www.benzinga.com/stock/XIACY#OTC">XIACY</a>) is directly challenging Apple with its new 15S Pro, which is priced lower than iPhone models and eligible for government subsidies, CNBC <a target="_blank" href="https://www.cnbc.com/2025/05/22/chinas-xiaomi-claims-new-phone-chip-rivals-apple-at-a-cheaper-price.html" rel="noreferrer noopener">reported</a> in May.
CEO Lei Jun claims Xiaomi&#8217;s Xring O1 chip outperforms Apple&#8217;s A18 Pro in heat management during gaming.
To counter this, Apple has reportedly been <a target="_blank" href="https://www.benzinga.com/markets/25/05/45585977/apple-raises-iphone-trade-in-prices-in-china-to-fend-off-huawei-xiaomi-amid-lagging-sales" rel="noreferrer noopener">increasing trade-in prices</a> for iPhones in China to fend off competition in its second-largest market. Trade-in prices refer to the money people in China can receive toward a new iPhone by exchanging their old device.
Furthermore, Apple is <a target="_blank" href="https://www.benzinga.com/markets/tech/25/06/45975004/alibaba-updates-llms-to-power-ai-on-apple-devices-in-china" rel="noreferrer noopener">working to expand</a> its Apple Intelligence suite to mainland China by integrating Alibaba Group Holding&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) updated Qwen3 AI models into devices like iPhones, iPads, and MacBooks. This move signals Apple&#8217;s push to gain traction in China while complying with local regulations that require government approval for publicly used AI models.
<h2 class="wp-block-heading">Global Outlook And Headwinds</h2>
Despite the positive outlook for China, the global smartphone market faces some headwinds. Counterpoint Research lowered its 2025 <a target="_blank" href="https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/06/45930835/iphone-sales-rebound-in-china-but-apples-next-move-could-be-risky" rel="noreferrer noopener">global smartphone shipment growth</a> forecast to 1.9% from 4.2%, citing tariff uncertainties under the Trump administration.
Similarly, IDC cut its 2025 global growth outlook to 0.6% from 2.3%, though it projects China&#8217;s shipments to rise 3% thanks to government subsidies.
However, IDC expects Apple&#8217;s global shipments to fall 1.9% in 2025 amid Huawei competition, economic headwinds, and a lack of local incentives.
U.S. smartphone growth could also slow to 1.9% in 2025 from 3.3% in 2017, as higher tariff prices weigh on demand.
Price Action: AAPL stock is trading higher by 0.51% to $213.53 at last check Thursday.
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</ul>
Image via Shutterstock

Analyst Ratings

XIACY

iPhone Sales Bounce Back In China, But Huawei And Xiaomi Intensify Pressure

Both Michael Burry, the famed investor behind "The Big Short," and Estee Lauder Companies, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EL#NYSE">EL</a>) have strategically reduced their exposure to China – and Burry doubled his bet on the <a href="https://www.benzinga.com/markets/hedge-funds/25/06/45986798/michael-burry-saw-it-before-anyone-else-then-estee-lauders-story-took-a-dramatic-turn">global beauty giant.&nbsp;</a>
<h3 class="wp-block-heading">Burry Shorts China, Buys EL&nbsp;</h3>
According to its most recent SEC filing, Burry's hedge fund Scion Asset Management <a href="https://www.benzinga.com/news/large-cap/25/05/45499101/big-short-legend-michael-burry-bets-big-on-lipstick-index-is-he-bracing-for-a-recession">doubled its stake</a> in Estee Lauder in the first quarter of 2025.&nbsp;
The firm purchased an additional 100,000 shares in the world&#8217;s second-largest cosmetics company, bringing its total holdings to 200,000 shares.&nbsp;
Read Next: <a href="https://www.benzinga.com/markets/large-cap/25/07/46223791/elon-musks-stupid-actions-will-be-teslas-nail-in-the-coffin-ross-gerber-warns?utm_source=articleShare">Elon Musk&#8217;s &#8216;Stupid&#8217; Actions Will Be Tesla&#8217;s &#8216;Nail In The Coffin,&#8217; Ross Gerber Warns</a>
In the same quarter, Burry closed out all of Scion&#8217;s long positions in Chinese tech companies and opened short positions in several of the same stocks including Alibaba Group Holdings, Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) and JD.com, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JD#NASDAQ">JD</a>).&nbsp;
Burry moves <a href="https://www.benzinga.com/markets/options/25/06/45909789/michael-burry-and-top-economist-agree-its-time-to-short-china">could indicate </a>concerns about weak domestic economic growth in China, escalating U.S.-China tensions and a negative outlook on the sector's near-term prospects.&nbsp;
<h3 class="wp-block-heading">Estee Lauder Reduces China Exposure</h3>
Estee Lauder is contending with its own set of challenges in China. The company reported weaker-than-expected China sales, citing sluggish consumer demand, increased competition from local brands, and a shift in consumer preferences toward domestic products.&nbsp;
Trade tensions and high tariffs have further complicated the landscape, prompting efforts to streamline operations and reduce exposure to China.&nbsp;
As younger Chinese consumers increasingly favor homegrown brands and experiences over foreign luxury goods, Estee Lauder has accelerated product launches and investing in new growth markets such as India.&nbsp;
Last week, Deutsche Bank upgraded Estee Lauder shares to a Buy and raised its price target <a href="https://www.benzinga.com/quote/EL/analyst-ratings">on the stock</a> from $71 to $95. The analysts said that the company's overreliance on China has been addressed and noted evidence of diversified growth beyond China and travel retail.&nbsp;
<h3 class="wp-block-heading">Beauty And The Bear </h3>
For both Burry and Estee Lauder, China's shifting economic climate, trade uncertainties and evolving consumer habits have made the market less predictable and less profitable.&nbsp;
Estee Lauder's diversification efforts, cost-cutting and focus on new markets might have signaled to Burry that the company is well-placed to weather a downturn and benefit from a recovery, especially if Chinese consumer demand eventually returns.&nbsp;
EL Price Action: Estee Lauder shares have gained more than 25% over the past month, according to <a href="https://pro.benzinga.com/?gspk=YWRhbWVja2VydDUzMzY&amp;gsxid=zBMR4PKmcgBw">Benzinga Pro</a>.&nbsp;
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</ul>
This image was generated using artificial intelligence via Midjourney.&nbsp;

Hedge Funds

Movers

Beauty And The Bear: Michael Burry, Estee Lauder Snub China

When issued, the Bonds will be unsecured and unsubordinated obligations of Alibaba Group. The Bonds will not bear regular interest. The Bonds will mature on July 9, 2032, unless earlier redeemed, exchanged or purchased in accordance with their terms prior to such date.

Alibaba Group Proposes HK$12B Zero Coupon Exchangeable Bonds Tied To Alibaba Health Shares

WIIM

BEKE

BILI

New Oriental Education & Technology Group

FUTU

VIPS

Shares of US-listed Chinese stocks are trading lower. The sector may be seeing weakness due to tariff uncertainty after US President Trump, earlier this week, said he is not planning to extend the 90-day pause beyond July 9.

Alibaba Group Holding Limited (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) shares dipped Wednesday after announcing a strategic partnership with website builder Wix.com Ltd. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WIX#NASDAQ">WIX</a>). 
The alliance aims to simplify global commerce for entrepreneurs and small businesses across 200-plus markets.
The new alliance aims to simplify global trade for digital entrepreneurs, startups, and small businesses across more than 200 markets.
The integration will allow Wix merchants to seamlessly scale their wholesale operations through Alibaba.com, while enabling Alibaba sellers to build direct-to-consumer and B2B eCommerce storefronts powered by Wix's AI-driven commerce tools.
Also Read: <a href="https://www.benzinga.com/markets/tech/25/06/46032308/alibaba-expands-ai-cloud-footprint-in-south-korea-with-new-data-hub-launching-in-june" target="_blank" rel="noreferrer noopener">Alibaba Expands AI Cloud Footprint In South Korea With New Data Hub Launching In June</a>
The partnership will roll out through a phased approach starting with three core components.
First, the Alibaba.com Seller App will be integrated into the Wix Marketplace, allowing Wix users to quickly become verified Global Gold Suppliers with automated sync for products and orders.
The second initiative grants Wix merchants curated access to Alibaba.com's supplier ecosystem.
The feature helps small brands source reliable products, bundle offerings, or test new markets, all while minimizing operational risk. Merchants can experiment with private-label concepts and scale product catalogs more efficiently.
The third feature lets Alibaba.com vendors build branded digital storefronts using Wix's AI, marketing, and design toolkit. Through Single Sign-On, sellers can expand their digital footprint and reach both consumers and enterprise clients within a single ecosystem.
The companies plan to expand features with AI-driven product discovery and smart product-matching in future phases.
According to&nbsp;<a target="_blank" href="https://pro.benzinga.com/?gspk=YWRhbWVja2VydDUzMzY&amp;gsxid=zBMR4PKmcgBw" rel="noreferrer noopener">Benzinga Pro</a>, BABA stock has gained over 51% in the past year.
Investors can gain exposure to the stock via&nbsp;KraneShares 2x Long BABA Daily ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KBAB#NASDAQ">KBAB</a>).
Separately, Alibaba is scaling its cloud infrastructure with the opening of a third data center in Malaysia and a planned launch of a second <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46215371/alibaba-cloud-opens-third-malaysia-data-center-plans-second-in-philippines" rel="noreferrer noopener">facility in the Philippines this October.</a>
Alibaba Cloud CEO Eddie Wu recently reiterated the company's commitment to globalization and AI development. A global AI competency center is also set to open in Singapore.
Price Action: BABA shares are trading lower by 2.26% to $111.40 at last check Wednesday.
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Image: Shutterstock

Markets

KBAB

What's Going On With Alibaba Stock Today?

Integrated tools and exclusive benefits empowering millions of entrepreneurs across both platforms to seamlessly source products and drive sales worldwide&nbsp;

Alibaba.com Partners With Wix To Accelerate Global Growth For SMEs

Alibaba Group Holding&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) cloud unit is rapidly expanding its global footprint, recently establishing its third data center in Malaysia and planning a second in the Philippines for October.
This strategic expansion aligns with CEO Eddie Wu&#8217;s declaration that globalization is a core long-term strategy for Alibaba Cloud, as shared with Bloomberg <a target="_blank" href="https://www.bloomberg.com/news/articles/2025-07-02/alibaba-expands-ai-cloud-services-in-malaysia-philippines?srnd=phx-technology&amp;sref=TBDibEcD" rel="noreferrer noopener">on</a> Wednesday.
The company is also committed to accelerating AI adoption, evidenced by its plans to launch a global competency center in Singapore. Reportedly, Alibaba Cloud&nbsp;is China&#8217;s <a target="_blank" href="https://www.benzinga.com/markets/tech/25/06/45925331/alibaba-co-founder-sees-open-source-qwen-driving-cloud-demand" rel="noreferrer noopener">largest cloud service provider</a>, with over one-third of the market.
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/tech/25/06/46032308/alibaba-expands-ai-cloud-footprint-in-south-korea-with-new-data-hub-launching-in-june" rel="noreferrer noopener">Alibaba Expands AI Cloud Footprint In South Korea With New Data Hub Launching In June</a>
This initiative complements its ongoing efforts to build AI systems with human-level intellectual capabilities, a priority Wu outlined in February.
Further cementing its AI ambitions, Alibaba will open a second data center in South Korea by June 2025 and aims to extend its <a target="_blank" href="https://www.benzinga.com/markets/tech/25/06/46069690/alibaba-accelerates-global-ai-push-targets-overseas-data-centers" rel="noreferrer noopener">Qwen AI models</a> and Model Studio to international data centers by 2025.
Alibaba plans a significant expansion of its global cloud network over the next three years, targeting China, Japan, South Korea, Southeast Asia, the Middle East, Europe, and the Americas. 
This will add to its 29 existing data centers worldwide, which currently include locations in the U.S., London, Dubai, and mainland China, and builds on prior infrastructure investments in Thailand, Mexico, and South Korea.
This push for international growth is also influenced by China&#8217;s domestic antitrust crackdown and escalating geopolitical tensions with the U.S., including semiconductor embargos and <a href="https://www.benzinga.com/trading-ideas/movers/25/05/45620670/alibaba-eyes-growth-in-other-markets-as-us-ties-strained-says-chairman" target="_blank" rel="noreferrer noopener">tariffs</a>.
To fuel this growth, Alibaba has committed at least 380 billion yuan ($52 billion) to cloud computing and AI infrastructure over the next three years, and is forging key partnerships with companies like Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), Siemens, and Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) for AI collaborations.
This expansion and investment come as Alibaba&#8217;s stock has surged over 34% year-to-date, indicating a return to growth driven by its cloud unit, strategic restructuring, and renewed investor confidence in the Chinese tech sector.
The emergence of <a target="_blank" href="https://www.benzinga.com/25/03/44511372/alibaba-strikes-back-new-ai-model-takes-on-deepseek-amid-1-trillion-tech-shakeup" rel="noreferrer noopener">Chinese AI startup</a> DeepSeek and its claims of affordable AI models in 2024 fueled a domestic price war, prompting Chinese Big Tech companies like Alibaba to roll out affordable AI models.
In May, Alibaba reported that its <a target="_blank" href="https://www.benzinga.com/news/earnings/25/05/45437447/alibaba-stock-slides-5-after-revenue-miss-cloud-spend-hits-free-cash-flow" rel="noreferrer noopener">fourth-quarter revenue</a> grew 7% year-over-year to $32.58 billion, which missed the analyst consensus estimate of $33.08 billion. Despite this, its Cloud Intelligence Group showed strong performance, with revenue growing 18% year-over-year to $4.15 billion.
Price Action:&nbsp;BABA shares are trading lower by&nbsp;1.75% to&nbsp;$111.97 premarket at&nbsp;last check Wednesday.
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</ul>
Photo via Shutterstock

Alibaba Cloud Opens Third Malaysia Data Center, Plans Second in Philippines

Zhipu AI, founded in 2019, is one of China's so‑called "AI tigers" and a rising player in large language models aimed at reducing dependence on U.S. platforms,<a href="https://www.cnbc.com/2025/06/26/openai-flags-beijing-backed-zhipu-ai-as-a-top-rival.html"> CNBC</a> reports.
According to an<a href="https://openaiglobalaffairs.substack.com/p/chinese-progress-at-the-front"> OpenAI</a> blog post, the startup&#8217;s name was placed on the U.S. Commerce Department's Entity List in January due to its support for Chinese military AI modernization. Despite that, <a href="https://www.benzinga.com/news/topics/25/06/45790909/was-jeff-bezos-backed-whylabs-secretly-acquired-by-apple-after-10m-series-a-to-compete-in-ai-arms-race-against-google-openai-and-microsoft">OpenAI</a> reports Zhipu AI is making "notable progress" as it offers infrastructure solutions directly to governments worldwide.
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Zhipu AI is building sovereign large language model systems, private AI‑in‑a‑box hardware in collaboration with Huawei, and governance frameworks across Southeast Asia, the Middle East, and Africa. The startup has launched joint innovation centers in Indonesia, Vietnam, Malaysia, the United Arab Emirates, Saudi Arabia, and Kenya. According to OpenAI, Chinese media describe this strategy as "China's answer to OpenAI for countries."
<h2 class="wp-block-heading">State‑Backed Funding Fuels Zhipu AI&#8217;s Expansion</h2>
OpenAI says that Zhipu AI benefits from over $1.4 billion in <a href="https://www.benzinga.com/general/education/25/05/45664141/trump-administration-to-revoke-visas-of-chinese-students-tied-to-ccp-or-critical-fields-tightens-screening">Chinese Communist Party</a> and local government investment while courting Gulf capital. The startup also received $400 million from Saudi Arabia's Prosperity7 Aramco fund, supplementing backing from Alibaba (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), Tencent, Xiaomi, and others.
According to<a href="https://www.ncsti.gov.cn/kjdt/kjrd/rgzn_kjrd/202506/t20250618_208030.html"> Beijing Daily</a>, Zhipu AI Chair Liu Debing said during the Vitality China Research Tour media event on June 17 that the company's goal is to push forward China's large model technology and contribute Chinese AI power to the world.
"Our vision is to make machines think like humans," Debing said. "As we push forward China's large model technology, we also aim to contribute Chinese AI power to the world."
Trending: Maximize saving for your retirement and cut down on taxes: <a href="https://www.benzinga.com/money/wideradvisor-retirement-planning">Schedule your free call with a financial advisor to start your financial journey – no cost, no obligation</a>.&nbsp;
According to OpenAI, Zhipu AI leadership frequently engages with Chinese Communist Party officials, including Premier Li Qiang, and plays an active role in setting China's national AI technical standards. These government ties support its goal of embedding Chinese AI systems into emerging markets before Western alternatives can gain ground.
OpenAI described Zhipu AI's aim as locking Chinese systems and standards into emerging markets while promoting a "responsible, transparent and audit‑ready" alternative to Western AI. OpenAI emphasized that the Chinese Communist Party's push to lead the world in AI by 2030 is a multi-front effort with an "actual, physical front line."
<h2 class="wp-block-heading">OpenAI Steps Up U.S. AI Diplomacy</h2>
OpenAI launched OpenAI for Countries and secured a $200 million contract with the U.S. Department of Defense in June to deliver AI prototypes for national security and enterprise use, CNBC reports. The company also laid the groundwork for its Stargate data campus in Abu Dhabi with Oracle (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>), Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Cisco (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>), and MGX, backed by $500 billion in private investment. The campus is expected to come online in 2026.
See Also: Named a TIME Best Invention and Backed by 5,000+ Users, Kara's Air-to-Water Pod Cuts Plastic and Costs — <a href="https://www.benzinga.com/money/americans-spend-1000-per-year-on-plastic-water-bottles-kara-pod-gives-you-clean-drinking-water-by-pulling-moisture-from-the-air">And You Can Invest At Just $6.37/Share</a>
The rivalry between OpenAI and Zhipu AI represents more than technology competition, reflecting a broader U.S.‑China struggle for digital influence and economic dominance. OpenAI highlighted Zhipu AI's ties to China's military modernization and its global expansion efforts in the blog post, raising concerns about potential strategic and security implications.
OpenAI frames its approach as "cautious optimism," focusing on real‑world benefits while rigorously testing for misuse. The company emphasizes real-world benefits in areas like health, science, and productivity while remaining alert to risks and ethical misuse.
<h2 class="wp-block-heading">What Lies Ahead for Global AI Leadership</h2>
According to CNBC, Zhipu AI is reportedly eyeing an initial public offering after reaching a 20 billion yuan ($2.78 billion) valuation in local markets. Its state partnerships and overseas initiatives position it as a major competitor in the global AI race.
As countries consider AI solutions from different geopolitical spheres, questions around governance models, ethical standards, and transparency remain central to future adoption strategies.
Read Next: <a href="https://www.benzinga.com/money/are-you-rich">Are you rich?</a> Here&#8217;s what Americans think you need to be considered wealthy.
Image: Shutterstock

CSCO

ORCL

On The 'Front Line' Of China's AI Ambitions: OpenAI Flags Zhipu AI As Rising Rival Backed By $1.4B State Funding

Palo Alto Networks Inc. CEO Nikesh Arora revealed insights into SoftBank Group Corp. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SFTBY#OTC">SFTBY</a>) CEO Masayoshi Son&#8216;s risk-taking philosophy during a recent podcast appearance, comparing the Japanese billionaire&#8217;s approach to life to the fictional character Benjamin Button.
What Happened: Speaking on Zerodha co-founder Nikhil Kamath&#8216;s podcast, Arora described how Son, now 67, embodied a reverse-aging mentality between the ages of 50 and 60.
&#8220;He was going, touching everything his mother said don&#8217;t touch,&#8221; Arora said, referencing how most cultures teach risk aversion from childhood.
Arora, who worked alongside Son at SoftBank, characterized the investor as someone who defied conventional wisdom about settling down and minimizing risk. &#8220;Masa&#8217;s the other way around. &#8216;What are we going to do today? Great. All in,'&#8221; Arora explained.
Son&#8217;s aggressive investment strategy has generated both spectacular wins and losses throughout his career. The SoftBank founder struck gold four times with major investments, including Yahoo! Japan, Alibaba Group Holding Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), and ARM Holdings PLC (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARM#NASDAQ">ARM</a>).
However, his risk appetite also led to dramatic volatility, with Son becoming the world&#8217;s richest man briefly before facing near-bankruptcy.
See Also: <a href="https://www.benzinga.com/markets/tech/25/07/46189133/nikita-bier-the-founder-of-gas-and-tbh-who-once-asked-elon-musk-to-hire-him-as-vp-of-product-at-twitter-has-joined-x-never-give-up">Nikita Bier, The Founder Of Gas And TBH, Who Once Asked Elon Musk To Hire Him As VP Of Product At Twitter, Has Joined X: &#8216;Never Give Up&#8217;</a>
Why It Matters: This high-stakes approach continues today as <a href="https://www.benzinga.com/markets/tech/25/06/46134697/softbanks-masayoshi-son-sets-sights-on-artificial-super-intelligence-domination-with-bets-on-openai-and-ampere-im-all-in">SoftBank positions itself for artificial intelligence dominance</a>. The company has committed $32 billion to OpenAI since 2024, with Son declaring &#8220;I&#8217;m all in on OpenAI&#8221; at the firm&#8217;s annual shareholder meeting in June. 
SoftBank reportedly <a href="https://www.benzinga.com/markets/tech/25/06/46023729/softbanks-masayoshi-son-proposes-1-trillion-robotics-and-ai-hub-in-arizona-with-tsmc">proposed a $1 trillion robotics and AI hub in Arizona</a> alongside Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>).
Son&#8217;s cultural background provides context for his contrarian philosophy. Arora noted how traditional risk management, particularly from mothers warning children against dangerous activities, shapes most people&#8217;s approach to life. Son deliberately rejected this framework, choosing instead to embrace maximum risk in pursuit of transformational opportunities.
The strategy has paid off handsomely despite setbacks. SoftBank&#8217;s Vision Funds have invested in over 400 companies, though <a href="https://www.benzinga.com/markets/equities/24/07/39743441/after-losing-150b-nvidia-opportunity-masayoshi-sons-softbank-acquires-uk-chipmaker-graphcore-in-">the firm notably sold</a> its Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) stake in 2019, missing out on gains worth over $150 billion. Son&#8217;s current net worth stands at $38.8 billion according <a href="https://www.forbes.com/profile/masayoshi-son/">to</a> Forbes, making him Japan&#8217;s second-richest person.
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Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: glen photo / Shutterstock.com

PANW

SFTBY

SoftBank's Masayoshi Son Lived Life Like 'Benjamin Button' — Nikesh Arora Says He Took Every Risk His Mother Warned Him About And Struck Gold With Alibaba, ARM

Two Chinese artificial intelligence chip startups, Moore Threads and MetaX, are planning to raise a combined 12 billion yuan ($1.65 billion) through initial public offerings (IPOs). 
What Happened: The two companies are betting on the U.S. export restrictions to boost the demand for their products in China, Reuters reported. 
Moore Threads, based in Beijing, aims to raise 8 billion yuan, while MetaX, based in Shanghai, is looking to raise 3.9 billion yuan. Both companies are planning to list on the STAR Market, the tech-focused board of the Shanghai Stock Exchange
These fundraising plans highlight the increasing efforts of Chinese chipmakers to capitalize on Beijing&#8217;s drive to develop domestic champions in graphics processing units (GPUs), which are crucial for AI development.
See Also: <a href="https://benzinga.com/markets/tech/25/06/46159877/steve-jobs-once-spent-two-weeks-choosing-a-washing-machine-for-his-palo-alto-home-and-he-got-more-thrill-out-of-it-than-any-piece-of-high-tech-in-ages">Steve Jobs Once Spent Two Weeks Choosing A Washing Machine For His Palo Alto Home And He Got More &#8216;Thrill&#8217; Out Of It Than Any Piece Of High Tech In Ages &#8211; Benzinga</a>
The U.S. has been tightening export restrictions on China, with the latest rules implemented in April banning the shipment of Nvidia&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) H20 chips, one of its most popular chips, to China. These restrictions have led to a sense of urgency in Beijing to develop domestic chip champions.
Both Moore Threads and MetaX have cited U.S. sanctions as a major risk to their development, but have also emphasized that the restrictions could create significant market opportunities. The two companies design GPUs to compete with Nvidia products and have reported significant losses over the last three years, largely attributed to heavy research and development spending.
Why It Matters: The move by Moore Threads and MetaX to go public amid U.S. export sanctions is part of a larger trend of Chinese companies seeking to <a href="https://www.benzinga.com/markets/equities/25/03/44350873/nvidia-faces-new-ai-challenge-as-chinese-start-up-unveils-framework-to-cut-reliance-on-its-gpus">reduce their reliance</a> on foreign chipmakers. In May, Alibaba (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), Baidu (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NASDAQ">BIDU</a>), and Tencent (OTC:<a class="ticker" href="https://www.benzinga.com/stock/TCEHY#OTC">TCEHY</a>) began switching to <a href="https://www.benzinga.com/markets/asia/25/05/45692725/alibaba-and-baidu-turn-to-chinese-ai-chips-as-us-sanctions-squeeze-nvidia-supply">homegrown chips</a> as U.S. export controls and a dwindling stockpile of Nvidia processors eroded their ambitions. 
The move also aligns with China&#8217;s broader push for <a href="https://www.benzinga.com/government/regulations/25/05/45298562/chipmakers-enter-bullish-seasonal-window-5-stocks-that-could-outperform">self-sufficiency in chips</a>, with major Chinese automakers aiming for 100% domestic chip supply by 2027. This push is being <a href="https://www.benzinga.com/markets/equities/25/06/45966176/after-nvidia-pauses-china-outlook-top-chinese-automakers-race-to-ditch-foreign-chips-aim-for-100-domestic-supply-by-2027-report">shepherded</a> by China&#8217;s Ministry of Industry and Information Technology, which regularly requires self-assessments of domestic chip adoption rates.
Read Next: <a href="https://benzinga.com/markets/tech/25/06/46186013/mark-zuckerberg-once-predicted-that-this-technology-would-replace-your-phone-a-decade-later-how-far-">Mark Zuckerberg Once Predicted That This Technology Would Replace Your Phone — A Decade Later, How Far Is Meta From Delivering On A &#8216;More Natural&#8217; Future</a>
Photo: Maxx-Studio On Shutterstock

TCEHY

Nvidia's Chinese Rivals Look To Cash In On US Tech Ban: Moore Threads, MetaX Plot $1.65 Billion IPO

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 Consumer Discretionary sector: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>TSLA</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/03/25</td>
<td>$310.00</td>
<td>$42.9K</td>
<td>7.3K</td>
<td>51.5K</td>
</tr>
<tr>
<td>AMZN</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>07/03/25</td>
<td>$220.00</td>
<td>$25.2K</td>
<td>15.0K</td>
<td>16.2K</td>
</tr>
<tr>
<td>BABA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>07/18/25</td>
<td>$120.00</td>
<td>$44.8K</td>
<td>20.8K</td>
<td>4.5K</td>
</tr>
<tr>
<td>CMG</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>07/18/25</td>
<td>$58.00</td>
<td>$41.8K</td>
<td>849</td>
<td>2.7K</td>
</tr>
<tr>
<td>EAT</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$150.00</td>
<td>$44.7K</td>
<td>6.1K</td>
<td>1.8K</td>
</tr>
<tr>
<td>HD</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>07/18/25</td>
<td>$372.50</td>
<td>$192.5K</td>
<td>71</td>
<td>577</td>
</tr>
<tr>
<td>EXPE</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/18/25</td>
<td>$180.00</td>
<td>$30.4K</td>
<td>1.7K</td>
<td>397</td>
</tr>
<tr>
<td>URBN</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$45.00</td>
<td>$30.6K</td>
<td>486</td>
<td>315</td>
</tr>
<tr>
<td>CAVA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$70.00</td>
<td>$36.2K</td>
<td>86</td>
<td>127</td>
</tr>
<tr>
<td>LULU</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/15/27</td>
<td>$170.00</td>
<td>$95.6K</td>
<td>213</td>
<td>40</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• For TSLA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>), we notice a put option sweep that happens to be bearish, expiring in 3 day(s) on July 3, 2025. This event was a transfer of 100 contract(s) at a $310.00 strike. This particular put needed to be split into 16 different trades to become filled. The total cost received by the writing party (or parties) was $42.9K, with a price of $428.0 per contract. There were 7361 open contracts at this strike prior to today, and today 51552 contract(s) were bought and sold. 
• For AMZN (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), we notice a call option sweep that happens to be bullish, expiring in 3 day(s) on July 3, 2025. This event was a transfer of 110 contract(s) at a $220.00 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 $25.2K, with a price of $230.0 per contract. There were 15026 open contracts at this strike prior to today, and today 16274 contract(s) were bought and sold. 
• For BABA (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), we notice a call option sweep that happens to be bullish, expiring in 18 day(s) on July 18, 2025. This event was a transfer of 400 contract(s) at a $120.00 strike. This particular call needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $44.8K, with a price of $112.0 per contract. There were 20876 open contracts at this strike prior to today, and today 4518 contract(s) were bought and sold. 
• For CMG (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMG#NYSE">CMG</a>), we notice a call option sweep that happens to be bullish, expiring in 18 day(s) on July 18, 2025. This event was a transfer of 624 contract(s) at a $58.00 strike. This particular call needed to be split into 325 different trades to become filled. The total cost received by the writing party (or parties) was $41.8K, with a price of $67.0 per contract. There were 849 open contracts at this strike prior to today, and today 2779 contract(s) were bought and sold. 
• For EAT (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EAT#NYSE">EAT</a>), we notice a call option sweep that happens to be bullish, expiring in 200 day(s) on January 16, 2026. This event was a transfer of 10 contract(s) at a $150.00 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 $44.7K, with a price of $4483.0 per contract. There were 6170 open contracts at this strike prior to today, and today 1885 contract(s) were bought and sold. 
• For HD (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HD#NYSE">HD</a>), we notice a call option trade that happens to be bearish, expiring in 18 day(s) on July 18, 2025. This event was a transfer of 500 contract(s) at a $372.50 strike. The total cost received by the writing party (or parties) was $192.5K, with a price of $385.0 per contract. There were 71 open contracts at this strike prior to today, and today 577 contract(s) were bought and sold. 
• For EXPE (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EXPE#NASDAQ">EXPE</a>), we notice a call option sweep that happens to be bearish, expiring in 18 day(s) on July 18, 2025. This event was a transfer of 249 contract(s) at a $180.00 strike. This particular call needed to be split into 10 different trades to become filled. The total cost received by the writing party (or parties) was $30.4K, with a price of $122.0 per contract. There were 1794 open contracts at this strike prior to today, and today 397 contract(s) were bought and sold. 
• Regarding URBN (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/URBN#NASDAQ">URBN</a>), we observe a put option sweep with bullish sentiment. It expires in 200 day(s) on January 16, 2026. Parties traded 245 contract(s) at a $45.00 strike. This particular put needed to be split into 13 different trades to become filled. The total cost received by the writing party (or parties) was $30.6K, with a price of $125.0 per contract. There were 486 open contracts at this strike prior to today, and today 315 contract(s) were bought and sold. 
• For CAVA (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CAVA#NYSE">CAVA</a>), we notice a call option sweep that happens to be bullish, expiring in 46 day(s) on August 15, 2025. This event was a transfer of 22 contract(s) at a $70.00 strike. This particular call needed to be split into 7 different trades to become filled. The total cost received by the writing party (or parties) was $36.2K, with a price of $1649.0 per contract. There were 86 open contracts at this strike prior to today, and today 127 contract(s) were bought and sold. 
• Regarding LULU (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LULU#NASDAQ">LULU</a>), we observe a call option sweep with bullish sentiment. It expires in 564 day(s) on January 15, 2027. Parties traded 10 contract(s) at a $170.00 strike. This particular call needed to be split into 6 different trades to become filled. The total cost received by the writing party (or parties) was $95.6K, with a price of $9548.0 per contract. There were 213 open contracts at this strike prior to today, and today 40 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.

EXPE

LULU

URBN

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