Bioventus (NASDAQ:BVS) Azioni

Bioventus

Bioventus Inc is a medical technology company. The company is engaged in developing and commercializing clinically differentiated treatments that engage and enhance the body's natural healing process. It offers a diverse portfolio of products to serve physicians spanning the orthopedic continuum, including sports medicine, total joint reconstruction, hand and upper extremities, foot and ankle, podiatric surgery, trauma, spine and neurosurgery. Its portfolio of products is grouped into three verticals based on clinical use: Pain Treatments, Surgical Solutions, and Restorative Therapies. Geographical presence is in the United States which derives key revenue, and International markets.

Bioventus Inc

BRAVURA SOLUTIONS LTD by Bravura Solutions Ltd.

Bravura Solutions Ltd

News

CLEU

China Liberal Education Holdings Limited Announces It Has Received Additional Nasdaq Staff Determination Letter Of Delinquency

Workday, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WDAY#NASDAQ">WDAY</a>) released its first-quarter results after Thursday's closing bell. Here's a look at the key figures <a href="https://www.benzinga.com/pressreleases/25/05/n45573993/workday-announces-fiscal-2026-first-quarter-financial-results">from the quarter.&nbsp;</a>
The Details: Workday reported quarterly earnings of $2.23 per share, which beat the analyst consensus estimate of $2.01 by 10.95%. Quarterly revenue came in at $2.24 billion, which beat the Street estimate of $2.22 billion.
Read Next: <a href="https://www.benzinga.com/news/legal/25/05/45568107/solar-energy-stocks-drop-as-house-approves-major-rollback-of-climate-incentives?utm_source=article">Solar Energy Stocks Drop As House Approves Major Rollback Of Climate Incentives</a>
Workday reported subscription revenues of&nbsp;$2.059 billion, an increase of 13.4% from the same period last year. Total subscription revenue backlog was&nbsp;$24.62 billion, increasing 19.1% year-over-year, and 12-month subscription revenue backlog was&nbsp;$7.63 billion, up 15.6% from the same period last year. 
&#8220;Workday delivered another solid quarter, a testament to the durability of our business and the relevance of our platform as CEOs increasingly turn to us to drive efficiency, agility, and growth,&#8221; said&nbsp;Carl Eschenbach, CEO of Workday. 
&#8220;We are delivering real ROI for our customers by helping them effectively manage their most critical assets — people and money — on one unified platform with AI at the core.&#8221;
Outlook: Workday sees second-quarter revenue of $2.16 billion, versus the $2.34 billion analyst estimate.
WDAY Price Action: According to data from <a href="https://pro.benzinga.com/?gspk=YWRhbWVja2VydDUzMzY&amp;gsxid=zBMR4PKmcgBw">Benzinga Pro</a>, Workday stock was down 5.90% at $256.02 in Thursday&#8217;s extended trading.   
Read Next:&nbsp;
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<li><a href="https://www.benzinga.com/news/rumors/25/05/45555558/wolfspeed-stock-plunges-59-on-bankruptcy-fears-options-traders-cash-in?utm_source=article">Wolfspeed Stock Plunges 59% On Bankruptcy Fears: Options Traders Cash In</a></li>
</ul>
Photo: Shutterstock

Earnings

After-Hours Center

Movers

Tech

WDAY

Workday Shares Slide After Q1 Results, Q2 Reveue Guidance Below Estimates

Guidance

DECK

Deckers Outdoor Says 'Given the macroeconomic uncertainty related to evolving global trade policies, the Company will not be providing full year guidance for fiscal year 2026 at this time.'

WIIM

LION

Lionsgate Studios shares are trading higher following better-than-expected Q4 results.

Dover's Vehicle Service Group Announces Over $5M Investment In Madison, Indiana, Facility To Support Installation Of State-Of-The-Art Automated Production Line

Magyar Bancorp, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MGYR#NASDAQ">MGYR</a>) announced today it has completed the stock repurchase program authorized December 8, 2022, repurchasing 337,146 shares at an average price of $12.23, and that its Board of Directors has authorized an additional stock repurchase program pursuant to which the Company intends to repurchase up to 5% of its outstanding shares, or up to 323,547 shares.&nbsp; The timing of the repurchases will depend on certain factors, including but not limited to, market conditions and prices, the Company&#39;s liquidity requirements and alternative uses of capital. Any repurchased shares will be held as treasury stock and will be available for general corporate purposes.&nbsp;

Buybacks

MGYR

Magyar Bancorp Authorizes An Additional Stock Repurchase Program Pursuant To Which The Company Intends To Repurchase Up To 5% Of Its Outstanding Shares, Or Up To 323,547 Shares

Although artificial intelligence specialist SoundHound AI Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOUN#NASDAQ">SOUN</a>) represents one of the more innovative entities in the broader digitalization movement, it's also fair to point out that its equity suffers from wild valuation swings. For example, <a href="https://www.benzinga.com/quote/SOUN">SOUN stock</a> has nearly doubled in value over the past year. But from the beginning of this year, it's down 51%. Still, the volatility also facilitates opportunity for speculators.
Recently, SOUN stock has pulled back from a swing in positive momentum last week. Much of the choppiness has been centered on SoundHound's <a href="https://www.benzinga.com/news/25/05/45498678/soundhound-ai-stock-slides-after-strong-monthly-rally-mixed-q1-results">mixed performance in the first quarter</a>. On May 8, the tech specialist — which specializes in conversational assistance and voice-enabled applications — posted revenue of $29.13 million.
By comparison to last year, the sales tally represented 151% growth, an achievement sparked by strategic acquisitions and strong demand from the automotive and restaurant sectors. While encouraging, the end result missed analysts' consensus target of $30.38 million.
Adding to the pressure, the options market lit up last week, with <a href="https://www.benzinga.com/insights/options/25/05/45416530/10-information-technology-stocks-whale-activity-in-todays-session">sweep transactions for sold calls</a> hitting SOUN stock. Essentially the institutional version of a market order, sweep transactions suggest a heightened tempo to secure the trade quickly. This transaction has bearish implications because the trader is underwriting the risk — due to uncertainty — that SOUN will not rise above the profitability threshold by expiration.
Thanks to the wide-ranging pessimism, short interest in SoundHound is sky-high at 30.7% of its float. What's more, the short interest ratio stands at 5.31 days to cover, meaning that traders will require at least a week to unwind their bearish positions based on average trading volume.
Translation? Given the popularity of SOUN stock among retail traders, the red ink could be viewed as a discount. If so, the bears might find themselves on the wrong end of the barrel, thus setting off a <a href="https://www.benzinga.com/money/what-is-a-short-squeeze">short squeeze</a>.
<h2 class="wp-block-heading">Market Breadth May Fan The Flames Of SOUN Stock</h2>
As pet food products specialist Freshpet Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FRPT#NASDAQ">FRPT</a>) recently demonstrated, short squeezes can be quite powerful. Earlier this month, FRPT's <a href="https://www.benzinga.com/news/earnings/25/05/45236387/frpt-stock-short-squeeze-mixed-q1-earnings">short interest popped to 15.3%</a>. And even though much of the upswing had already materialized by the time I discussed the trading idea, I stated at the time that there was still room for growth.
Although the price discovery process was incredibly choppy, the proof is in the receipt: the short squeeze helped drive the share price higher.
With SOUN stock, the situation is arguably even more compelling for risk-takers. Generative AI and its practical applications are intensely popular talking points. Further, SOUN's short interest is double that of FRPT, with nearly identical days to cover. Subsequently, the upside could be robust.
Fueling this speculation is market breadth data. Currently, SOUN is riding a "3-7-D" sequence: three up weeks mixed with seven down weeks, with a net negative trajectory across the 10-week period. Notably, in 58.33% of cases, the following week's price action resulted in upside, with a median return of 13.58%.
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="576" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/22145001/SOUN-stock-10wk-forecast-1024x576.jpg" alt="" class="wp-image-924983" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/22145001/SOUN-stock-10wk-forecast-1024x576.jpg 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/22145001/SOUN-stock-10wk-forecast-300x169.jpg 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/22145001/SOUN-stock-10wk-forecast-768x432.jpg 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/22145001/SOUN-stock-10wk-forecast.jpg 1280w" sizes="(max-width: 1024px) 100vw, 1024px" /><figcaption class="wp-element-caption">Image by author</figcaption></figure>
Under "normal" conditions, SOUN stock features a negative bias. Statistically, the chance that a long position will be profitable on any given week is only 47.5%. For context, a stable blue chip will usually feature long-side odds of around 52% — a tiny edge that theoretically favors the bullish investor over a lengthy period.
With SOUN stock, the market is pricing shares with the assumption of this negative bias. However, the aforementioned market breadth data shows that in the current sentiment regime, the odds favor speculation.
By deduction, then, the previously mentioned sold call may be the wrong move. When the odds favor a directional swing — either bullish or bearish — the incentivization shifts toward a debit-based transaction.
In other words, the trader is incentivized to buy the probability, not sell the uncertainty.
<h2 class="wp-block-heading">Advantaging Potentially Mispriced Options</h2>
Because of the wild volatility of SOUN stock, market makers are extremely skeptical about the equity. Traders can use this potential mispricing to their advantage.
Take for example the 10/10.50 bull call spread expiring June 6. This transaction involves buying the $10 call and simultaneously selling the $10.50 call, for a net debit paid of $19. Should SOUN stock rise through the short strike price at expiration, the maximum reward is $31, a payout of over 163%.
Primarily, this trade is attractive because, as stated earlier, market makers are assuming a negative bias in SOUN stock. And they would be correct in most circumstances. However, the current market breadth setup suggests that the odds have tilted in favor of the bulls, making the above call spread awfully tempting.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/trading-ideas/long-ideas/25/05/45528834/mpc-stock-inflection-point-bullish-options-trade">Options Corner: Marathon Petroleum&#8217;s Quiet Comeback Could Unleash A 100% Payout</a></li>
</ul>
Photo: Shutterstock

Equities

Options

FRPT

SOUN

Options Corner: Wall Street's Blind Spot On SoundHound AI Sets Up A Bullish Edge

Comfort Systems USA Increases Stock Repurchase Program Back up To 1M Shares By Authorizing Comfort Systems USA To Acquire Up To 402,413 Shares

Lottery.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LTRY#NASDAQ">LTRY</a>) shares are trading lower on Thursday as investors reacted to weak first-quarter results showing a <a href="https://www.benzinga.com/25/02/43737513/lotterycom-acquires-gaming-platform-to-strengthen-global-expansion-stocks-surge">continued decline in revenue. </a>
What To Know: The company reported $223,850 in revenue for the three months ended March 31, 2025, down 14% from $259,320 in the same period last year.
The drop was likely due to reduced contributions from its TinBu and Global Gaming subsidiaries. Although Lottery.com introduced new revenue from its S&amp;M&amp;I subsidiary, which wasn&#8217;t present in the prior-year quarter, it wasn't enough to offset broader declines.
Gross profit for the quarter came in at $61,000, a sharp decline from $175,000 last year, representing a 65% drop. Cost of revenue nearly doubled to $162,000 from $83,900, adding further pressure on margins. Operating expenses also fell by 39% year-over-year, aided by reductions in personnel costs, professional fees and general administrative spending.
Net loss narrowed to $3.3 million, or 14 cents per share, compared to a net loss of $5.75 million or $1.40 per share, in the first quarter of 2024. While the smaller loss was a modest improvement, it wasn't enough to reassure investors amid declining top-line performance. 
LTRY Price Action: Lottery.com shares were down 10.11% at $1.60 at market close Thursday, according to <a href="https://pro.benzinga.com/dashboard?new_user=False&amp;backend=google-oauth2">Benzinga Pro.</a>
Read Next:
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<li><a href="https://www.benzinga.com/top-stories/25/05/45570965/stocks-rebound-as-treasury-yields-fall-bitcoin-tops-111000-whats-driving-markets-thursday">Stocks Rebound As Treasury Yields Fall, Bitcoin Tops $111,000: What&#8217;s Driving Markets Thursday? </a></li>
</ul>
Photo: Shutterstock.

Gaming

LTRY

Lottery.com Shares Drop On Q1 Revenue Decline Despite Narrowed Net Loss

Nexxen International Ltd. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NEXN#NASDAQ">NEXN</a>) ("Nexxen" or the "Company"), a global, flexible advertising technology platform with deep expertise in data and advanced TV, today announced it has signed a non-binding memorandum of understanding ("MOU") with VIDAA to potentially extend and expand their existing strategic partnership for multiple years beyond its current term, which is set to expire at the end of 2026.
Under the terms of the MOU, Nexxen would retain exclusive global access to VIDAA's Automatic Content Recognition ("ACR") data and expand its ad monetization exclusivity to include display ad monetization across VIDAA's media in North America.
The MOU also outlines a potential additional investment by Nexxen in VIDAA, aimed at accelerating the expansion of VIDAA's smart TV footprint in the U.S. over the long term, further deepening the strategic alignment between the two companies.
The MOU is non-binding and subject to the negotiation and execution of definitive agreements, as well as customary closing conditions.

NEXN

Nexxen Signs Non-Binding MOU With VIDAA To Potentially Extend And Expand Existing Strategic Partnership For Multiple Years Beyond 2026

Asset Sales

Park Hotels & Resorts Sells Hyatt Centric Fisherman's Wharf For $80M

Webull (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BULL#NASDAQ">BULL</a>) reported quarterly losses of $(0.06) per share. This is a 99.25 percent increase over losses of $(7.98) per share from the same period last year. The company reported $117.37 million in sales this quarter. This is a 31.97 percent increase over sales of $88.94 million the same period last year.

BULL

Webull Q1 EPS $(0.06) Up From $(7.98) YoY, Sales $117.37M Up From $88.94M YoY

TXO Partners, L.P. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TXO#NYSE">TXO</a>) ("TXO") announced today a dual listing of its common units on NYSE Texas Inc. ("NYSE Texas"), the newly launched, fully electronic equities exchange headquartered in Dallas, TX. TXO will maintain its primary listing on the New York Stock Exchange (the "NYSE") and will trade under the same ticker symbol, "TXO," on NYSE Texas.
 &nbsp;

TXO Partners Joins Newly Launched NYSE Texas Exchange, Maintains NYSE Listing Under 'TXO'

Earnings Misses

CPRT

Copart Q3 EPS $0.42, Inline, Sales $1.21B Miss $1.23B Estimate

Goldman Sachs believes L3Harris Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LHX#NASDAQ">LHX</a>) could be among the biggest corporate winners of the Trump administration&#8217;s <a href="https://www.benzinga.com/25/05/45548110/trumps-golden-dome-launches-new-era-for-defense-stocks-like-rtx-lockheed-martin-l3harris">$175 billion &#8220;Golden Dome&#8221; initiative</a>. 
What Happened: Goldman Sachs analyst Noah Poponak reiterated a Buy rating on L3Harris in a note Thursday following management meetings, highlighting the firm's positioning in key elements of the so-called &#8220;Golden Dome.&#8221;
On May 20, President Donald Trump, Secretary of Defense Pete Hegseth, and top military leaders pitched the Golden Dome as a multi-layered national missile defense system that can counter hypersonic and ballistic missiles.
The program, they say, is expected to be completed within three years, though experts note the complexity could extend that timeline.
Beyond the missile defense space, L3Harris has continued to report strength in high-margin communications and signal processing technologies.
Management emphasized global demand for battlefield integration systems, which are increasingly expected to feature artificial intelligence and data analytics, potentially in partnership with firms like Palantir Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>).
&#8220;LHX continues to see opportunity for margin expansion and free cash flow growth,&#8221; said Poponak. &#8220;It also remains focused on cost and productivity improvement programs.&#8221;
L3Harris believes the dome initiative could bring "billions of dollars in incremental revenue." The company has a High-Altitude Ballistic Tracking and Surveillance System (HBTSS).
Observers also see L3Harris&#8217; Aerojet Rocketdyne unit, acquired in 2023, as a technological leader in missile propulsion and guidance. Company management says it can benefit from missile-focused components of the initiative.
See Also: <a href="https://www.benzinga.com/general/space/25/05/45532125/l3harris-stock-moves-higher-after-being-named-in-golden-dome-missile-defense-system">L3Harris Stock Moves Higher After Being Named In &#8216;Golden Dome&#8217; Missile Defense System</a>
Why It Matters: In the GOP tax bill that passed the House on Thursday, the Treasury is increasing the deficit by about $144 billion for Armed Services and $67 billion for Homeland Security, <a href="https://www.benzinga.com/government/regulations/25/05/45569891/big-tax-cuts-big-deficits-wall-street-winners-and-losers-emerge">reflecting key spending priorities.</a>
Golden Dome&#8217;s early funding allocation is pegged at $25 billion. At least $24.7 billion in proposed spending would go toward air and missile defense enhancements.
Key line items include:
<ul class="wp-block-list">
<li>$7.2 billion for development of space-based military sensors</li>
<li>$5.6 billion for space-based and boost-phase missile interceptors</li>
<li>$2.2 billion for hypersonic defense system acceleration</li>
<li>$2 billion for military satellite systems targeting airborne threat</li>
</ul>
What Trump and House Republicans dub the &#8220;big, beautiful bill&#8221; now heads to the Senate.
Shares of L3Harris climbed 3% to $239 on Thursday, outperforming peers like Lockheed Martin Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LMT#NYSE">LMT</a>), up 0.5%, and Northrop Grumman Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOC#NYSE">NOC</a>), up 0.2%. Meanwhile, RTX Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RTX#NYSE">RTX</a>) slipped 0.3%. 
Goldman Sachs maintained a $283 price target for LHX shares, suggesting an 18% upside over the next 12 months.
Now Read:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/25/05/45541866/xi-jinpings-china-wants-trump-to-immediately-drop-the-golden-dome-project-over-strong-offensive-implications-security-of-all-countries-should-not-be-compromised">Xi Jinping&#8217;s China Wants Trump To Immediately Drop The Golden Dome Project Over &#8216;Strong Offensive Implications:&#8217; &#8216;&#8230;Security Of All Countries Should Not Be Compromised&#8217; </a></li>
</ul>
Image: Shutterstock

Government

Large Cap

Regulations

PLTR

Goldman Sachs Taps This Defense Stock As Prime Beneficiary Of Trump's $175B Golden Dome

SLM (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SLM#NASDAQ">SLM</a>) has outperformed the market over the past 10 years by 1.92% on an annualized basis producing an average annual return of 12.54%. Currently, SLM has a market capitalization of $7.06 billion. 
Buying $1000 In SLM: If an investor had bought $1000 of SLM stock 10 years ago, it would be worth $3,244.94 today based on a price of $33.65 for SLM at the time of writing.
<h3>SLM's Performance Over Last 10 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1747944946_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Trading Ideas

Here's How Much You Would Have Made Owning SLM Stock In The Last 10 Years

Deckers Outdoor (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DECK#NYSE">DECK</a>) is looking for Q1 GAAP EPS of $0.62-$0.67 vs $0.81 analyst estimate. sees sales of $890.000 million-$910.000 million vs $925.86 million analyst estimate.

Deckers Outdoor Sees Q1 GAAP EPS $0.62-$0.67 vs $0.81 Est; Sees Sales $890.000M-$910.000M vs $925.86M Est

The latest salvos from AMD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) and Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) suggest that the AI arms race is just heating up. As both chip giants make major moves, ETF investors might want to buckle up. The silicon showdown is powering up three key <a href="https://www.benzinga.com/etfs">ETFs with wide exposure to this high-stakes drama</a>.
Three ETFs With Front-Row Seats To The Chip Wars
Before jumping into the silicon slugfest, let&#8217;s examine where investors are quietly piling up for the next stage of AI-infused growth:
VanEck Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMH#NASDAQ">SMH</a>)
Both Nvidia and AMD are among SMH&#8217;s top five holdings (with Nvidia enjoying the biggest chunk of the portfolio), making it the ETF for those seeking a taste of both old-school dominance and emerging underdog traction. With semiconductor demand surging, particularly in AI hardware, SMH provides a balanced means to bet on both sides of this GPU war. The fund price has surged more than 26% in the past month.
Global X Robotics &amp; Artificial Intelligence ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BOTZ#NASDAQ">BOTZ</a>)
BOTZ is focused on the AI and automation ecosystem. With exposure to Nvidia and other players in the AI infrastructure space, this fund is well-placed to take advantage of the <a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/05/45424189/nvidia-amazon-tesla-palantir-among-top-beneficiaries-of-1-trillion-saudi-arabia-ai-push-analyst-says" target="_blank" rel="noopener">Saudi Arabian $1 trillion AI initiative</a>, autonomous robotics growth, and accelerated chip adoption in enterprises. The fund is up more than 15% in the past month.
iShares Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOXX#NASDAQ">SOXX</a>)
SOXX moves into chipmakers fueling both data center acceleration and consumer tech demand. AMD&#8217;s RX 9060 XT and Nvidia&#8217;s new RTX 5060 make SOXX an ETF to consider for investors seeking exposure to the retail gaming space, a category often overlooked in the context of institutional AI mania. The ETF has gained more than 24% in the past month.
AMD: A Threadripper Awakening At Computex
At Computex 2025,<a href="https://www.benzinga.com/tech/25/05/45542185/amd-unveils-powerful-new-ai-gaming-chips-at-computex-to-challenge-nvidia"> AMD launched a trifecta of innovation</a>: the Radeon RX 9060 XT, the Radeon AI PRO R9700, and the Ryzen Threadripper 9000 Series. Based on AMD&#8217;s RDNA 4 architecture, the new GPUs introduce 1440p gaming, ML-upscaled upscaling, and second-gen AI acceleration to workstations and desktops, intriguing both gaming and enterprise communities.
AMD&#8217;s Q1 earnings flexed financial muscle to match: Revenue: $7.44 billion (+36% YoY), EPS: 96 cents (beat expectations), buyback: <a href="https://www.benzinga.com/news/buybacks/25/05/45410939/amd-stock-pops-on-6-billion-buyback-plan-us-tariff-ease">$6 billion approved</a>, taking total authorization to $10 billion.
Add to that a growing presence in hyperscaler contracts and strong analyst conviction, with Bank of America's<a href="https://www.benzinga.com/analyst-ratings/price-target/25/05/45548891/amd-could-see-eps-upside-by-2027-despite-nvidias-over-80-market-share-analyst"> Vivek Arya recently giving AMD a $130 price target</a>, and you've got a comeback narrative investors can't ignore.
Nvidia: Still the King
While AMD arrived in Taipei with pricing and performance muscle, Nvidia slipped under the radar and reminded everyone who&#8217;s boss by inking a historic deal with <a href="https://www.benzinga.com/news/large-cap/25/05/45405067/saudi-arabia-bets-big-on-ai-teams-up-with-aws-and-nvidia">Saudi Arabia&#8217;s AI branch, Humain</a>. The deal stipulates that Nvidia will use 18,000 Blackwell chips to construct a Saudi supercomputer, part of a Vision 2030 master plan to establish Riyadh as a global AI hub.
xAI, Elon Musk&#8217;s AI initiative, indicated intent to initially deploy Nvidia GPUs &#8220;and some from AMD,&#8221; as Musk joked. Though that sounds more like &#8220;AMD in case of an emergency,&#8221; it&#8217;s a significant endorsement that the chipmaker is now viewed as a legitimate alternative in big-scale AI workloads.
Final Byte
With AMD aiming higher and Nvidia going global, ETFs like SMH, BOTZ, and SOXX aren't just passive plays, they&#8217;re strategic AI allocations in disguise. For investors looking to tap into the chip wars without rolling the dice on single names, these funds are battle-tested and portfolio-ready.
In the silicon arena, it&#8217;s no longer about who&#8217;s faster. It&#8217;s about who powers the future and who profits from it.
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/news/global/25/05/45571270/byd-outsells-tesla-in-europe-but-these-etfs-still-back-elons-ev-empire">BYD Outsells Tesla In Europe, But These ETFs Still Back Elon&#8217;s EV Empire</a></li>
</ul>
Photo: Shutterstock

Sector ETFs

ETFs

BOTZ

NVDA

iShares PHLX SOX Semiconductor Sector Index Fund

SOXX

Nvidia, AMD And The AI Arms Race: 3 Explosive ETFs To Watch Right Now

SSNC

SS&C Technologies Expands Stock Repurchase Program To $1.5B, Up 50% From Last Year

Financial Outlook
Workday is providing guidance for the fiscal 2026 second quarter ending July 31, 2025 as follows:
<ul>
<li>Subscription revenue of $2.160 billion, representing growth of 13.5%</li>
<li>Non-GAAP operating margin of 28.0%1</li>
</ul>
Workday is updating guidance for the fiscal 2026 full year ending January 31, 2026 as follows:
<ul>
<li>Subscription revenue of $8.800 billion, representing growth of 14.0%</li>
<li>Non-GAAP operating margin of 28.5%1</li>
</ul>
<figure class="table"> 
<table>
<tbody>
<tr>
<td colspan="1" rowspan="1">1</td>
<td colspan="1" rowspan="1">
The Company has not provided a reconciliation of its forward outlook for non-GAAP operating margin with its forward-looking GAAP operating margin in
reliance on the unreasonable efforts exception provided under Item 10(e)(1)(i)(B) of Regulation&nbsp;S-K. The Company is unable to predict with reasonable
certainty the amount and timing of adjustments that are used to calculate this non-GAAP financial measure, particularly related to stock-based compensation
and its related tax effects, acquisition-related costs, and restructuring costs.
</td>
</tr>
</tbody>
</table>
</figure>

CORRECTION: Workday Sees Q2 Subscription Revenue Of ~$2.16B; Sees FY26 Subscription Revenue Of $8.8B

Press Releases

Bioventus to Present at the Canaccord Genuity 44th Annual Global Growth Conference

Health Care

Bioventus Announces Divestiture of its Advanced Rehabilitation Business to Accelmed Partners

Bioventus to Report Third Quarter of Fiscal Year 2024 Financial Results on November 5, 2024

Bioventus Reports Third Quarter Financial Results

General

Bioventus Completes Divestiture of its Advanced Rehabilitation Business to Accelmed Partners

Bioventus to Present at the 43rd Annual J.P. Morgan Healthcare Conference

Bioventus to Report Fourth Quarter of Fiscal Year 2024 Financial Results on March 11, 2025

Bioventus Announces Fourth Quarter and Full Year 2024 Financial Results

Bioventus to Report First Quarter of Fiscal Year 2025 Financial Results on May 6, 2025

Comments

Bioventus

Notizie

PARTNER/COLLABORATORE

BENZINGA NEL MONDO