Ultime notizie per Intel (NASDAQ:INTC) Azioni

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Intel

Intel is a leading digital chipmaker, focused on the design and manufacturing of microprocessors for the global personal computer and data center markets. Intel pioneered the x86 architecture for microprocessors and was the prime proponent of Moore's law for advances in semiconductor manufacturing. Intel remains the market share leader in central processing units in both the PC and server end markets. Intel has also been expanding into new adjacencies, such as communications infrastructure, automotive, and the Internet of Things. Further, Intel expects to leverage its chip manufacturing capabilities into an outsourced foundry model where it constructs chips for others.

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Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) told Reuters on Monday that it will look for space to <a target="_blank" href="https://www.benzinga.com/topic/taiwan" rel="noreferrer noopener">expand investments in</a> Taiwan, easing concerns over the growing focus on U.S. appeasement taking a toll on its domestic ambitions.
Taiwan Semiconductor executive vice president and co-chief operating officer Y.P. Chyn told Reuters at a fab ceremony in Kaohsiung that its newly built domestic fab would add 7,000 tech jobs to Taiwan&#8217;s economy.
Chyn said the new Kaohsiung fab will soon begin commercializing 2nm wafers in the second half of this year, as planned.
Also Read: <a target="_blank" href="https://www.benzinga.com/media/25/03/44255195/meta-taps-taiwan-semiconductor-to-build-ai-chip-aims-to-cut-nvidia-dependence-by-2026" rel="noreferrer noopener">Meta Taps Taiwan Semiconductor To Build AI Chip, Aims To Cut Nvidia Dependence By 2026</a>
Taiwan Semiconductor recently announced a&nbsp;$100 billion investment&nbsp;plan in the U.S. (on top of the $65 billion already committed).
Both&nbsp;Taiwan Semiconductor&nbsp;and Taiwan&#8217;s government have repeatedly assured that Taiwan will continue to be the headquarters for the company&#8217;s production.
Taiwan Premier Cho Jung-tai thanked Taiwan Semiconductor for reiterating its commitment to Taiwan despite its geographical expansion.
U.S. President Donald Trump has repeatedly criticized Taiwan for allegedly stealing American semiconductor business. Trump has considered imposing tariffs on semiconductor imports from all countries to encourage manufacturing to return to the U.S.
Recently, <a target="_blank" href="https://www.benzinga.com/markets/emerging-markets/25/03/44535967/tariff-fears-and-ease-in-demand-hype-slows-semiconductor-expansion" rel="noreferrer noopener">Taiwan Semiconductor Chairman</a> and CEO C.C. Wei&nbsp;emphasized that the chipmaker remains committed to building 11 production lines in Taiwan in 2025.
Reportedly, Taiwan Semiconductor and Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) slowed the pace of its expansions in Japan and Malaysia due to weaker demand for older chips and tariff uncertainties.
In 2023, Taiwan Semiconductor held 67% of the market share in contracted semiconductor manufacturing and ~80% in advanced technology products.
Taiwan Semiconductor accounts for <a target="_blank" href="https://www.benzinga.com/media/25/03/44300468/rise-of-deepseek-and-trump-tariff-threats-hurt-taiwan-stocks-including-taiwan-semiconductor" rel="noreferrer noopener">over a third</a> of the Taiwan benchmark&#8217;s weight.
Price Action:&nbsp;TSM stock is down 2.02% at $161.92 at the last check on Monday.
Also Read:
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<li><a href="https://www.benzinga.com/25/03/44517705/marvell-launches-next-gen-connectivity-to-meet-rising-ai-demands-in-data-infrastructure" target="_blank" rel="noreferrer noopener">Marvell Launches Next-Gen Connectivity to Meet Rising AI Demands in Data Infrastructure</a></li>
</ul>
Photo by wakamatsu.h via Shutterstock

Asia

Emerging Markets

Despite US Expansion, Taiwan Semiconductor Reaffirms Commitment To Home Base With New Initiatives: Reuters

The <a href="https://www.benzinga.com/topic/s-p-500">S&amp;P 500 had</a> a rough start to 2025, sinking 6.53% over the first quarter, but not every sector suffered the same fate. 
While energy stocks lit up the leaderboard with a scorching 9.31% gain, consumer discretionary and technology stocks took a beating, plunging 14.23% and 13.1%, respectively.
<h2 class="wp-block-heading">Energy's Power Play</h2>
Oil and gas stocks came out swinging, with Hess Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HES#NYSE">HES</a>) leading the charge, soaring 21.34% over the past three months. EQT Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EQT#NYSE">EQT</a>) followed closely, rising 19.61%, while Devon Energy Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DVN#NYSE">DVN</a>) and Coterra Energy (CTRA) also <a href="https://www.sectorspdrs.com/sectortracker">posted</a> double-digit gains. 
The biggest energy players, Chevron Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVX#NYSE">CVX</a>) and Exxon Mobil Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XOM#NYSE">XOM</a>), delivered solid performances as well, gaining 15.34% and 10.57%, respectively.
Read Also: <a href="https://www.benzinga.com/trading-ideas/long-ideas/25/03/44512999/chevron-hits-52-week-high-warren-buffetts-5th-largest-holding-is-on-fire-but-should-you-buy">Chevron Hits 52-Week High – Warren Buffett&#8217;s 5th Largest Holding Is on Fire, But Should You Buy?</a>
<h2 class="wp-block-heading">Consumer Discretionary's Divide</h2>
It was a brutal quarter for consumer discretionary, but not all stocks in the sector were drowning. Auto parts retailers proved surprisingly resilient, with O'Reilly Automotive Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ORLY#NASDAQ">ORLY</a>) accelerating 17.64% and AutoZone Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AZO#NYSE">AZO</a>) climbing 16.33%. Yum! Brands Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/YUM#NYSE">YUM</a>), the parent company of Taco Bell and KFC, also managed a 15.18% gain, proving that fast food remains a winning bet even in choppy markets.
<h2 class="wp-block-heading">Tech's Tough Quarter—But Some Shined</h2>
Tech stocks had a miserable run, but a few managed to buck the trend. VeriSign Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VRSN#NASDAQ">VRSN</a>) surged 23.03%, leading the charge, while Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) and Roper Technologies Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ROP#NASDAQ">ROP</a>) gained 11.87% and 11.21%, respectively. IBM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>) also posted a solid 9.53% gain, and Palantir Technologies Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>) continued its momentum, adding 8.56%.
<h2 class="wp-block-heading">What's Next?</h2>
With the second quarter underway, investors will be watching if Energy can keep its momentum or if beaten-down sectors like Tech and Consumer Discretionary stage a comeback. 
For now, it&#8217;s clear: Energy stocks ruled the first quarter, while Tech and Discretionary stocks got left in the dust.
Read Next: 
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<li><a href="https://www.benzinga.com/25/03/44533263/top-3-information-technology-stocks-that-could-blast-off-this-month">Top 3 Information Technology Stocks That Could Blast Off This Month</a></li>
</ul>
Image: Shutterstock

Long Ideas

CTRA

ORLY

PLTR

VRSN

Chevron, Exxon, Hess Lead As Tech Giants Stumble In Q1 2025

Intel Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) is undergoing a significant transition under the leadership of its newly appointed CEO, Lip-Bu Tan, who aims to revamp the company&#8217;s operations and leadership.
What Happened: In his inaugural letter to shareholders on Thursday, Tan highlighted his commitment to both Intel&#8217;s product business and its contract chip manufacturing unit, a strategy originally championed by former CEO Pat Gelsinger. He also referenced the cost-cutting measures implemented under Gelsinger, which involved a 15% workforce reduction, <a href="https://www.calcalistech.com/ctechnews/article/hjywjb4pkl">reported</a> Calcalistech
Tan, a seasoned semiconductor industry professional, has returned to Intel&#8217;s board along with his CEO appointment,&nbsp;after resigning last year following disagreements over the company&#8217;s turnaround strategy. 
Furthermore, the Portland Business Journal quoted Tan saying, &#8220;As I look back on the company's 2024 results, there is no sugarcoating the fact that we fell short of your expectations. There are many reasons for this, but there are no excuses. I am focused on solutions that will enhance the long-term performance of the company and deliver for you, our shareholders.&#8221;
&#8220;While there are clear challenges that we need to overcome, there are also significant opportunities to accelerate our turnaround and improve our performance,&#8221; Tan wrote. He pledged to capitalize on Intel&#8217;s gains in AI and &#8220;align spending with market demand,&#8221; making its foundry business profitable.
SEE ALSO:<a href="https://www.benzinga.com/25/03/44552961/trump-threatens-russian-oil-tariffs-says-hes-very-angry-and-pissed-off-at-putin"> Trump Threatens Russian Oil Tariffs, Says He&#8217;s &#8216;Very Angry&#8217; At Putin</a>
Why It Matters: This leadership transition comes amidst a wave of changes at Intel.&nbsp;<a href="https://www.benzinga.com/tech/25/03/44532562/intel-board-shake-up-continues-as-three-directors-exit-amid-leadership-overhaul-under-ceo-lip-bu-tan">Three board members</a>&nbsp;are preparing&nbsp;to step down, signaling a&nbsp;continued shift in strategy under Tan. This shake-up is part of Tan&#8217;s broader plan to regain Intel&#8217;s former dominance in the semiconductor industry.
Moreover, industry veterans have suggested that Intel should shift its focus.&nbsp;<a href="https://www.benzinga.com/tech/25/03/44549625/intel-should-stop-competing-with-tsmcs-cutting-edge-chips-and-merge-with-mature-node-giants-says-tsmc-veteran-chiang-shang-yi">Chiang Shang-Yi</a>, a former executive at Taiwan Semiconductor Manufacturing Company (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSMC#NASDAQ">TSMC</a>), suggested that Intel should focus on mature process chips instead of trying to rival the world&#8217;s top chip foundry. This advice aligns with Tan&#8217;s strategy to &#8220;align spending with market demand&#8221; and could be a key driving force for Intel in the near term.
Intel holds a momentum rating of 19.92% and a growth rating of 3.11%, according to&nbsp;<a href="https://www.benzinga.com/report/INTC" target="_blank" rel="noreferrer noopener">Benzinga&#8217;s Proprietary Edge Rankings</a>. The Benzinga Growth metric evaluates a stock's historical earnings and revenue expansion across multiple timeframes, prioritizing both long-term trends and recent performance. For an in-depth report on more stocks and insights into growth opportunities,&nbsp;<a href="https://www.benzinga.com/screener/top-momentum-stocks" target="_blank" rel="noreferrer noopener">sign</a>&nbsp;<a href="https://www.benzinga.com/screener/top-momentum-stocks" target="_blank" rel="noreferrer noopener">up for Benzinga Edge.</a>
Intel stock dropped 3.85% to close at $22.71 on Friday. The stock climbed 12.3% year-to-date.
<ul>
<li>READ MORE: <a href="https://www.benzinga.com/25/03/44506966/former-intel-boss-pat-gelsinger-says-trumps-tariffs-are-helpful-for-us-chip-comeback-but-it-needs-more-than-tsmcs-100-billion-pledge-reveals-the-one-missing-piece">Former Intel Boss Pat Gelsinger Says Trump&#8217;s Tariffs Helpful For US Chip Comeback, But More Than TSMC&#8217;s $100 Billion Pledge Needed — Reveals the One Missing Piece</a></li>
</ul>
Image via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

TSMC

Intel's New CEO Refuses To 'Sugarcoat' Company's 2024 Performance, Vows To 'Align Spending With Market Demand'

A former executive at Taiwan Semiconductor Manufacturing Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) said Intel Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) is too far behind to catch up—and should focus on mature process chips instead of trying to rival the world's top chip foundry.
What Happened: At a book launch event in Taiwan earlier this week, Chiang Shang-Yi, TSMC's former co-chief operating officer, delivered a blunt assessment of Intel's current position in the chip industry, <a href="https://udn.com/news/story/7240/8637258">reported</a> China's United Daily News.
Chiang, who played a critical role in building TSMC into a global semiconductor powerhouse, said Intel was once the "king" of the industry—but is now a "nobody."
He warned that Intel's efforts to compete with TSMC in advanced chip manufacturing, such as the 2-nanometer node, are futile, and urged the company to consider acquiring or merging with companies that specialize in mature manufacturing processes.
See Also:&nbsp;<a href="https://www.benzinga.com/media/25/03/44508019/tesla-and-other-us-robotics-giants-demand-federal-strategy-to-compete-with-chinas-138-billion-push-warn-america-will-lose-the-race-without-it" target="_blank" rel="noreferrer noopener">Tesla And Other US Robotics Giants Demand Federal Strategy To Compete With China&#8217;s $138 Billion Push — Warn America Will Lose The Race Without It</a>
"Intel should merge with a mature process chipmaker," he said, without naming specific targets.
However, he alluded to two potential candidates that industry watchers believe could be Taiwan's United Microelectronics Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UMC#NYSE">UMC</a>) or U.S.-based GlobalFoundries Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GFS#NASDAQ">GFS</a>), both of which produce chips using older, more stable technologies at scale.
Subscribe to the&nbsp;<a href="https://bztechtrends.beehiiv.com/subscribe" target="_blank" rel="noreferrer noopener">Benzinga Tech Trends newsletter</a>&nbsp;to get all the latest tech developments delivered to your inbox.
Why It's Important: Chiang's comments come as <a href="https://www.benzinga.com/tech/25/03/44532562/intel-board-shake-up-continues-as-three-directors-exit-amid-leadership-overhaul-under-ceo-lip-bu-tan">Intel undergoes a major turnaround</a> under new CEO Lip-Bu Tan, with a focus on achieving manufacturing parity with TSMC and building out its foundry business.
The company is racing to commercialize its 18A process technology and secure contracts <a href="https://in.benzinga.com/25/03/44469986/intel-targets-major-foundry-clients-in-new-strategy-to-revitalize-chip-design-says-ubs">from major clients like</a> Nvidia Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and Broadcom Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>).
Earlier, it was reported that Intel&#8217;s <a href="https://www.benzinga.com/25/03/44532855/intels-superfluid-cooling-tech-possibly-suitable-for-nvidias-gb300-chips-says-expert-amid-intcs-efforts-to-secure-commitments-for-foundry-services">SuperFluid cooling technology</a> is gaining attention for its potential application in Nvidia&#8217;s AI servers.
Price Action: Intel&#8217;s shares closed at $22.71 on Friday, reflecting a 3.85% decline. In after-hours trading, the stock dipped an additional 0.44%. Year to date, Intel has risen 12.31%, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro data</a>.
Benzinga's Edge Rankings give Intel (INTC) a 3.11% growth rating. Want to see how it compares to TSMC and other companies? <a href="https://www.benzinga.com/quote/INTC">Click here for the full breakdown</a>.
Check out more of Benzinga&#8217;s Consumer Tech coverage by&nbsp;<a href="https://www.benzinga.com/topic/consumer-tech" target="_blank" rel="noreferrer noopener">following this link</a>.
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Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: Shutterstock

Intel Should Stop Competing With TSMC's Cutting-Edge Chips And Merge With Mature Node Giants, Says TSMC Veteran Chiang Shang-Yi

Intel Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) is experiencing profound strategic shifts under the guidance of its new CEO, Lip-Bu Tan. As the company reorganizes its executive ranks and streamlines its chip manufacturing focus, investors looking for exposure to Intel shares might find ETFs an attractive way to take advantage of these changes. Three <a href="https://www.benzinga.com/etfs">ETFs with significant Intel stock holdings</a> that could gain from the company&#8217;s shift are outlined below.
iShares Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOXX#NASDAQ">SOXX</a>)
The iShares Semiconductor ETF is among the most widely held ETFs to track the semiconductor sector, with a high concentration in top chipmakers such as Intel. Based on its most recent holdings, Intel accounts for a decent percentage of the fund&#8217;s assets, making SOXX an excellent vehicle for investors who are optimistic about Intel&#8217;s foundry growth and cooling technology innovations.
Intel&#8217;s <a href="https://www.benzinga.com/25/03/44532855/intels-superfluid-cooling-tech-possibly-suitable-for-nvidias-gb300-chips-says-expert-amid-intcs-efforts-to-secure-commitments-for-foundry-services">SuperFluid cooling technology has drawn attention</a> for possible applications in Nvidia&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) Blackwell Ultra GB300 AI chips, indicating a vital spot in the AI-fueled semiconductor space. If Intel manages to make Nvidia a foundry customer, SOXX might experience additional growth fueled by Intel&#8217;s strategic shift.
VanEck Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMH#NASDAQ">SMH</a>)
VanEck Semiconductor ETF offers focused exposure to semiconductor leaders, including shares of Intel. The fund is a good choice for investors who want to ride the tide of Intel&#8217;s foundry plans and next-generation packaging technologies that will challenge Taiwan Semiconductor Manufacturing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>).
Intel is accelerating its 18A process node and securing United Microelectronics Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UMC#NYSE">UMC</a>) for late 2026 production collaborations. This may cause SMH investors to eventually realize an upside if the moves win over heavy-duty tech customers such as Broadcom (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>).
SPDR S&amp;P Semiconductor ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XSD#NYSE">XSD</a>)
The SPDR S&amp;P Semiconductor ETF has a similar equal-weighted strategy to semiconductor stocks, with broad-based sector exposure without compromising on its holdings of Intel stock. Investors get a chance to bet on Intel&#8217;s turnaround while hedging single-stock risk, via this ETF.
Intel&#8217;s leadership restructuring, with <a href="https://www.benzinga.com/tech/25/03/44532562/intel-board-shake-up-continues-as-three-directors-exit-amid-leadership-overhaul-under-ceo-lip-bu-tan">three members stepping down</a>, indicates that the company is leaning more toward <a href="https://www.benzinga.com/25/03/44355124/intels-new-ceo-charts-bold-revival-plan-warns-of-tough-decisions-ahead-reports">Tan&#8217;s vision of maximizing chip design</a> and manufacturing. ETFs like XSD could benefit from Intel&#8217;s potential recovery in the semiconductor space.
See Next: 
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<li><a href="https://www.benzinga.com/25/03/44541164/vanguard-expands-fixed-income-offerings-with-global-government-bond-ucits-etf">Vanguard Launches Global Government Bond ETF, Expanding Fixed-Income Options For European Investors</a></li>
</ul>
Photo: Shutterstock

Sector ETFs

ETFs

iShares PHLX SOX Semiconductor Sector Index Fund

SOXX

Big Moves At Intel: These 3 ETFs Stand To Benefit

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders will search for circumstances when the market estimation of an option diverges heavily from its normal worth. High amounts of trading activity could push option prices to exaggerated or underestimated levels. 
Below are some instances of options activity happening in the Information Technology sector: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>AAPL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>04/04/25</td>
<td>$222.50</td>
<td>$47.5K</td>
<td>10.1K</td>
<td>12.2K</td>
</tr>
<tr>
<td>MSTR</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>04/04/25</td>
<td>$250.00</td>
<td>$33.0K</td>
<td>3.5K</td>
<td>8.6K</td>
</tr>
<tr>
<td>CORZ</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$10.00</td>
<td>$562.1K</td>
<td>14.0K</td>
<td>5.0K</td>
</tr>
<tr>
<td>INTC</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>04/17/25</td>
<td>$22.50</td>
<td>$69.7K</td>
<td>5.3K</td>
<td>3.1K</td>
</tr>
<tr>
<td>NVDA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>04/11/25</td>
<td>$113.00</td>
<td>$54.8K</td>
<td>3.4K</td>
<td>3.1K</td>
</tr>
<tr>
<td>PLTR</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>04/11/25</td>
<td>$88.00</td>
<td>$31.5K</td>
<td>1.1K</td>
<td>2.4K</td>
</tr>
<tr>
<td>MARA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$20.00</td>
<td>$43.0K</td>
<td>19.5K</td>
<td>1.9K</td>
</tr>
<tr>
<td>NN</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/15/27</td>
<td>$15.00</td>
<td>$90.0K</td>
<td>5.1K</td>
<td>1.4K</td>
</tr>
<tr>
<td>TSM</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>04/17/25</td>
<td>$160.00</td>
<td>$33.8K</td>
<td>8.7K</td>
<td>1.2K</td>
</tr>
<tr>
<td>SMCI</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>04/04/25</td>
<td>$33.50</td>
<td>$68.7K</td>
<td>37</td>
<td>727</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• For AAPL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), we notice a call option sweep that happens to be bullish, expiring in 7 day(s) on April 4, 2025. This event was a transfer of 250 contract(s) at a $222.50 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 $47.5K, with a price of $190.0 per contract. There were 10184 open contracts at this strike prior to today, and today 12246 contract(s) were bought and sold. 
• Regarding MSTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>), we observe a put option sweep with bearish sentiment. It expires in 7 day(s) on April 4, 2025. Parties traded 100 contract(s) at a $250.00 strike. This particular put needed to be split into 29 different trades to become filled. The total cost received by the writing party (or parties) was $33.0K, with a price of $330.0 per contract. There were 3556 open contracts at this strike prior to today, and today 8601 contract(s) were bought and sold. 
• For CORZ (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CORZ#NASDAQ">CORZ</a>), we notice a put option sweep that happens to be bearish, expiring in 175 day(s) on September 19, 2025. This event was a transfer of 1519 contract(s) at a $10.00 strike. This particular put needed to be split into 32 different trades to become filled. The total cost received by the writing party (or parties) was $562.1K, with a price of $370.0 per contract. There were 14074 open contracts at this strike prior to today, and today 5002 contract(s) were bought and sold. 
• For INTC (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), we notice a put option sweep that happens to be bullish, expiring in 20 day(s) on April 17, 2025. This event was a transfer of 684 contract(s) at a $22.50 strike. This particular put needed to be split into 15 different trades to become filled. The total cost received by the writing party (or parties) was $69.7K, with a price of $102.0 per contract. There were 5342 open contracts at this strike prior to today, and today 3194 contract(s) were bought and sold. 
• For NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we notice a call option sweep that happens to be bearish, expiring in 14 day(s) on April 11, 2025. This event was a transfer of 200 contract(s) at a $113.00 strike. This particular call needed to be split into 13 different trades to become filled. The total cost received by the writing party (or parties) was $54.8K, with a price of $274.0 per contract. There were 3490 open contracts at this strike prior to today, and today 3155 contract(s) were bought and sold. 
• Regarding PLTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>), we observe a put option sweep with bullish sentiment. It expires in 14 day(s) on April 11, 2025. Parties traded 50 contract(s) at a $88.00 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 $31.5K, with a price of $630.0 per contract. There were 1166 open contracts at this strike prior to today, and today 2475 contract(s) were bought and sold. 
• For MARA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MARA#NASDAQ">MARA</a>), we notice a call option sweep that happens to be bullish, expiring in 294 day(s) on January 16, 2026. This event was a transfer of 200 contract(s) at a $20.00 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 $43.0K, with a price of $215.0 per contract. There were 19506 open contracts at this strike prior to today, and today 1998 contract(s) were bought and sold. 
• For NN (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NN#NASDAQ">NN</a>), we notice a call option sweep that happens to be bearish, expiring in 658 day(s) on January 15, 2027. This event was a transfer of 150 contract(s) at a $15.00 strike. This particular call needed to be split into 30 different trades to become filled. The total cost received by the writing party (or parties) was $90.0K, with a price of $600.0 per contract. There were 5125 open contracts at this strike prior to today, and today 1471 contract(s) were bought and sold. 
• For TSM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), we notice a put option sweep that happens to be bullish, expiring in 20 day(s) on April 17, 2025. This event was a transfer of 65 contract(s) at a $160.00 strike. This particular put needed to be split into 7 different trades to become filled. The total cost received by the writing party (or parties) was $33.8K, with a price of $520.0 per contract. There were 8797 open contracts at this strike prior to today, and today 1256 contract(s) were bought and sold. 
• Regarding SMCI (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>), we observe a call option sweep with bearish sentiment. It expires in 7 day(s) on April 4, 2025. Parties traded 290 contract(s) at a $33.50 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 $68.7K, with a price of $237.0 per contract. There were 37 open contracts at this strike prior to today, and today 727 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

Core Scientific, Inc. - Class A Common Stock

CORZ

MARA

MSTR

SMCI

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

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ZETA

Shares of companies in the broader technology sector are trading lower following greater-than-expected inflation data measured through the PCE price index for February, while personal spending missed estimates. Additionally, recent tariff announcements may be weighing on equities.

<a target="_blank" href="https://www.benzinga.com/topic/chipmaker" rel="noreferrer noopener">Leading chipmakers and packagers</a>, including Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) and Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), have slowed the pace of their expansions in Japan and Malaysia due to weaker demand for older chips and tariff uncertainties, Nikkei Asia <a target="_blank" href="https://asia.nikkei.com/Spotlight/Supply-Chain/TSMC-Intel-and-other-top-chipmakers-slow-Japan-Malaysia-expansions" rel="noreferrer noopener">reported</a> on Friday.
Chip packagers Advanced Semiconductor Engineering and Siliconware Precision Industries (SPIL) also halted their Malaysian expansions as numerous chip suppliers pivoted their investment strategies.
<a target="_blank" href="https://www.benzinga.com/government/regulations/25/01/42843001/taiwan-semiconductor-ramps-up-production-in-japan-us-and-germany-to-diversify-away-from-china" rel="noreferrer noopener">January reports claimed</a> Taiwan Semiconductor was set for&nbsp;full-capacity production&nbsp;in the U.S. and Germany after commercializing its debut Japanese chip plant in Kikuyo, Kumamoto Prefecture, last December.
Also Read: <a target="_blank" href="https://www.benzinga.com/media/25/03/44255195/meta-taps-taiwan-semiconductor-to-build-ai-chip-aims-to-cut-nvidia-dependence-by-2026" rel="noreferrer noopener">Meta Taps Taiwan Semiconductor To Build AI Chip, Aims To Cut Nvidia Dependence By 2026</a>
In 2023, Taiwan Semiconductor had 67% of the global market share in contracted semiconductor manufacturing and ~80% in advanced technology products.
Taiwan Semiconductor Chairman and CEO C.C. Wei&nbsp;had emphasized&nbsp;that its latest <a target="_blank" href="https://www.benzinga.com/media/25/03/44300468/rise-of-deepseek-and-trump-tariff-threats-hurt-taiwan-stocks-including-taiwan-semiconductor" rel="noreferrer noopener">$100 billion investment plan</a> (on top of the $65 billion already committed) came from customer demand for its chips, which are critical for powering everything from the latest artificial intelligence systems to smartphones. Wei also emphasized that the chipmaker remains committed to its target of building 11 production lines in Taiwan in 2025.
Since his presidential campaign, President&nbsp;Donald Trump&nbsp;has verbally attacked Taiwan&#8217;s near-dominance in advanced chip manufacturing and threatened tariffs on chip imports, prompting Taiwan Semiconductor to boost U.S. investments.
Additionally, the U.S. Chips Program Office faces a <a target="_blank" href="https://www.benzinga.com/25/03/44106029/taiwan-semiconductor-intel-navigate-shift-as-trump-looks-to-slash-chips-act-workforce-by-40" rel="noreferrer noopener">40% staff cut</a> as Trump&#8217;s strategy shifts from Biden&#8217;s semiconductor investment approach.
HSBC analysts told Bloomberg how the AI frenzy, market volatility, and uncertainty prompted investors to shift focus to non-tech.
The emergence of Chinese AI startup DeepSeek, which claimed to create AI models at a fraction of rivals&#8217; cost, have also added&nbsp;to investor anxiety.
Intel is <a target="_blank" href="https://www.benzinga.com/25/03/44469986/intel-targets-major-foundry-clients-in-new-strategy-to-revitalize-chip-design-says-ubs" rel="noreferrer noopener">reportedly strategizing to</a> drive its chip design and broaden its foundry business, with the potential of securing clients such as&nbsp;Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)&nbsp;and&nbsp;Broadcom Inc (NASDAQ: AVGO).
Price Action: TSM stock is down 0.26% at $167.80 premarket at last check Friday.
Also Read:
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</ul>
Photo via Shutterstock

Tariff Fears And Ease In Demand Hype Slows Semiconductor Expansion

Intel Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) SuperFluid cooling tech could be useful for Nvidia Corp.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) Blackwell Ultra GB300 chips, which were launched during its GTC conference.
What Happened: Team Blue&#8217;s SuperFluid, launched in 2023, is positioned to capture a significant share of the burgeoning cooling market for Nvidia&#8217;s upcoming AI servers.
According to Beth Kindig, a tech analyst at I/O Fund, Intel&#8217;s SuperFluid liquid cooling technology has reportedly undergone verification testing demonstrating its ability to manage thermal dissipation of up to 1,500 watts.
This performance benchmark suggests that SuperFluid could be a viable cooling solution for Nvidia&#8217;s GB300 AI processor, which is anticipated to consume up to 1,400 watts of power.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Intel's <a href="https://twitter.com/search?q=%24INTC&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$INTC</a> SuperFluid cooling tech is said to have been verified to address thermal challenges of up to 1,500W in AI chips, making the tech possibly suitable for Nvidia's <a href="https://twitter.com/search?q=%24NVDA&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$NVDA</a> GB300, which consumes up to 1,400W. <a href="https://twitter.com/search?q=%24AMD&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$AMD</a> <a href="https://twitter.com/search?q=%24DELL&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$DELL</a> <a href="https://twitter.com/search?q=%24SMCI&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$SMCI</a> <a href="https://twitter.com/search?q=%24VRT&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$VRT</a>
&mdash; Beth Kindig (@Beth_Kindig) <a href="https://twitter.com/Beth_Kindig/status/1905344543198675163?ref_src=twsrc%5Etfw">March 27, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
At its GTC conference on March 18th, Nvidia unveiled its next-generation AI GPUs, outlining a timeline for their release: the Blackwell Ultra GB300, scheduled for the second half of this year; the Vera Rubin, expected in the latter half of next year; and the Rubin Ultra, targeted for the second half of 2027.
See Also: <a href="https://www.benzinga.com/general/market-summary/25/03/44511612/gamestop-follows-mstrs-footsteps-why-will-investors-buy-convertible-notes-with-no-interest">GameStop Follows MSTR&#8217;s Footsteps: Why Will Investors Buy Convertible Notes With No Interest?</a>
Why It Matters: Apart from its SuperFluid cooling tech, Intel is also reportedly undertaking a strategic overhaul of its chip design and expanding its foundry services, aiming to attract Nvidia and Broadcom Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>) as clients.
UBS analyst Timothy Arcuri <a href="https://www.benzinga.com/25/03/44469986/intel-targets-major-foundry-clients-in-new-strategy-to-revitalize-chip-design-says-ubs">predicts Intel&#8217;s</a> new CEO, Lip-Bu Tan, will focus on design and foundry, with Intel potentially securing Nvidia as a foundry client for gaming chips, despite power concerns. 
Arcuri also reports Intel is advancing its 18A process and aiming to challenge Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) with packaging innovations.
Intel&#8217;s partnership with United Microelectronics Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UMC#NYSE">UMC</a>), targeting late 2026 production, could position them as a second high-voltage FinFET supplier after TSMC, potentially attracting Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>).
Price Action: INTC rose 0.85% on Thursday, and it was down 0.38% in premarket on Friday. The stock has risen 16.82% on a year-to-date basis, whereas it is 46.52% lower over the year.
Invesco QQQ Trust, Series 1 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>), tracking the Nasdaq 100 index, was down 0.21% at $480.62 in premarket trade.
Benzinga's Edge Rankings indicate a poor price trend in the short and medium term. While the stock's value ranking is strong, ranking in the 71.24th percentile, it had weak growth and momentum rankings, the details for which are<a href="https://www.benzinga.com/report/INTC"> available here.</a>
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/report/INTC"><img loading="lazy" decoding="async" width="799" height="136" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/28061554/INTC-Edge.png" alt="" class="wp-image-846571" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/28061554/INTC-Edge.png 799w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/28061554/INTC-Edge-300x51.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/28061554/INTC-Edge-768x131.png 768w" sizes="(max-width: 799px) 100vw, 799px" /></a></figure>
Its consensus price target was $26.12, with a ‘sell' rating, based on the <a href="https://www.benzinga.com/quote/INTC/analyst-ratings">32 analysts tracked by Benzinga</a>. The price targets ranged from a low of $20 to a high of $40. The latest ratings from BofA Securities, Cantor Fitzgerald, and JP Morgan averaged $25.67, implying a 9.13% upside.
<figure class="wp-block-image size-large"><a href="https://www.benzinga.com/quote/INTC/analyst-ratings"><img loading="lazy" decoding="async" width="1024" height="386" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/28061531/INTC-ANR-1024x386.png" alt="" class="wp-image-846570" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/28061531/INTC-ANR-1024x386.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/28061531/INTC-ANR-300x113.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/28061531/INTC-ANR-768x290.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/28061531/INTC-ANR.png 1060w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
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</ul>
Photo courtesy: Shutterstock

Market Summary

Analyst Ratings

Intel's SuperFluid Cooling Tech 'Possibly Suitable For Nvidia's GB300' Chips, Says Expert Amid INTC's Efforts To Secure Commitments For Foundry Services

Intel Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) is undergoing another wave of leadership changes as three board members prepare to step down, signaling a continued shift in strategy <a href="https://www.benzinga.com/tech/25/03/44298588/lip-bu-tan-got-high-praise-from-tsmc-founder-morris-chang-for-saving-cadence-from-pretty-big-trouble-will-the-magic-work-at-the-new-intel">under newly appointed</a> CEO Lip-Bu Tan.
What Happened: According to a regulatory filing on Thursday, Intel announced that Omar Ishrak, Tsu-Jae King Liu, and Risa Lavizzo-Mourey will not stand for reelection at the company's 2025 annual meeting.
Ishrak was the former Medtronic CEO who stepped down as Intel's chair in 2023 but remained a director. Liu is an engineering dean at the University of California, Berkeley, and Lavizzo-Mourey was a professor at the University of Pennsylvania.
See Also:&nbsp;<a href="https://www.benzinga.com/media/25/03/44508019/tesla-and-other-us-robotics-giants-demand-federal-strategy-to-compete-with-chinas-138-billion-push-warn-america-will-lose-the-race-without-it" target="_blank" rel="noreferrer noopener">Tesla And Other US Robotics Giants Demand Federal Strategy To Compete With China's $138 Billion Push — Warn America Will Lose The Race Without It</a>
"We are committed to having the right mix of skills, qualifications and technical expertise on the Board," Intel chairperson Frank Yeary said in the filing.
In December, the board added Eric Meurice, former CEO of ASML, and Steve Sanghi, interim CEO of Microchip Technology.
Why It Matters: The board reduction from 14 to 11 members comes as Tan, who officially took over as CEO earlier this year, <a href="https://in.benzinga.com/25/03/44355124/intels-new-ceo-charts-bold-revival-plan-warns-of-tough-decisions-ahead-reports">works to reshape Intel's executive</a> leadership with a sharper focus on chip manufacturing and product execution.
<a href="https://in.benzinga.com/25/03/44506966/former-intel-boss-pat-gelsinger-says-trumps-tariffs-are-helpful-for-us-chip-comeback-but-it-needs-more-than-tsmcs-100-billion-pledge-reveals-the-one-missing-piece">Tan replaced</a> Pat Gelsinger, who championed a massive turnaround plan focused on foundry expansion and innovation. Intel reportedly said that Gelsinger received a $7.9 million severance and forfeited all unvested equity.
Subscribe to the&nbsp;<a href="https://bztechtrends.beehiiv.com/subscribe" target="_blank" rel="noreferrer noopener">Benzinga Tech Trends newsletter</a>&nbsp;to get all the latest tech developments delivered to your inbox.
Earlier, former Intel CEO Craig Barrett also weighed in on the company&#8217;s direction, <a href="https://in.benzinga.com/25/03/44070969/former-intel-ceo-craig-barrett-warns-that-splitting-the-company-would-be-a-costly-mistake-a-far-better-move-might-be-to-fire-the-intel-board-and-rehire-pat-gelsinger">criticizing calls to split Intel&#8217;s</a> business. He also criticized Intel&#8217;s leadership, holding the board responsible for the company&#8217;s decline over the past decade, and called out Gelsinger's exit.
&#8220;A far better move might be to fire the Intel board and rehire Pat Gelsinger to finish the job he has aptly handled over the past few years.&#8221;
Meanwhile, <a href="https://in.benzinga.com/25/03/44469986/intel-targets-major-foundry-clients-in-new-strategy-to-revitalize-chip-design-says-ubs">Tan has reportedly been prioritizing the company&#8217;s</a> design and foundry capabilities, with potential commitments from major clients like Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and Broadcom Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>).
Price Action: Intel&#8217;s shares closed at $23.62 on Thursday, marking a 0.85% increase. However, in pre-market trading on Friday, the stock fell by 0.38%. Year to date, Intel has gained 16.82%, <a href="https://pro.benzinga.com/dashboard">according to Benzinga Pro data</a>.
Benzinga&#8217;s Edge Rankings assign Intel (INTC) a 3.11% growth rating. Curious how it stacks up against other companies? <a href="https://www.benzinga.com/quote/INTC">Click here for the full breakdown</a>.
Check out more of Benzinga's Consumer Tech coverage by <a href="https://www.benzinga.com/topic/consumer-tech">following this link</a>.
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Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: Shutterstock

Intel Board Shake-Up Continues As Three Directors Exit Amid Leadership Overhaul Under CEO Lip-Bu Tan

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>NVDA</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/28/25</td>
<td>$112.00</td>
<td>$39.0K</td>
<td>20.0K</td>
<td>89.6K</td>
</tr>
<tr>
<td>MSTR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/28/25</td>
<td>$325.00</td>
<td>$91.4K</td>
<td>6.6K</td>
<td>9.8K</td>
</tr>
<tr>
<td>AVGO</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>04/04/25</td>
<td>$170.00</td>
<td>$29.2K</td>
<td>3.5K</td>
<td>8.3K</td>
</tr>
<tr>
<td>INTC</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>04/11/25</td>
<td>$23.50</td>
<td>$47.5K</td>
<td>2.3K</td>
<td>3.6K</td>
</tr>
<tr>
<td>SMCI</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>04/17/25</td>
<td>$36.00</td>
<td>$135.0K</td>
<td>3.0K</td>
<td>2.0K</td>
</tr>
<tr>
<td>MRVL</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$60.00</td>
<td>$31.5K</td>
<td>8.4K</td>
<td>1.6K</td>
</tr>
<tr>
<td>IREN</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$9.00</td>
<td>$91.6K</td>
<td>1.8K</td>
<td>1.5K</td>
</tr>
<tr>
<td>AAPL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>05/16/25</td>
<td>$240.00</td>
<td>$113.7K</td>
<td>9.9K</td>
<td>960</td>
</tr>
<tr>
<td>PLTR</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/16/25</td>
<td>$90.00</td>
<td>$30.2K</td>
<td>7.4K</td>
<td>662</td>
</tr>
<tr>
<td>TSM</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>04/17/25</td>
<td>$155.00</td>
<td>$26.0K</td>
<td>3.5K</td>
<td>493</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These itemized elaborations have been created using the accompanying table. 
• For NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we notice a put option sweep that happens to be bullish, expiring in 1 day(s) on March 28, 2025. This event was a transfer of 273 contract(s) at a $112.00 strike. This particular put needed to be split into 21 different trades to become filled. The total cost received by the writing party (or parties) was $39.0K, with a price of $144.0 per contract. There were 20001 open contracts at this strike prior to today, and today 89614 contract(s) were bought and sold. 
• For MSTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>), we notice a call option sweep that happens to be bullish, expiring in 1 day(s) on March 28, 2025. This event was a transfer of 200 contract(s) at a $325.00 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 $91.4K, with a price of $451.0 per contract. There were 6624 open contracts at this strike prior to today, and today 9877 contract(s) were bought and sold. 
• Regarding AVGO (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), we observe a put option sweep with bearish sentiment. It expires in 8 day(s) on April 4, 2025. Parties traded 75 contract(s) at a $170.00 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 $29.2K, with a price of $390.0 per contract. There were 3595 open contracts at this strike prior to today, and today 8360 contract(s) were bought and sold. 
• For INTC (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), we notice a call option sweep that happens to be bullish, expiring in 15 day(s) on April 11, 2025. This event was a transfer of 500 contract(s) at a $23.50 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 $47.5K, with a price of $95.0 per contract. There were 2317 open contracts at this strike prior to today, and today 3671 contract(s) were bought and sold. 
• Regarding SMCI (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>), we observe a call option trade with bearish sentiment. It expires in 21 day(s) on April 17, 2025. Parties traded 500 contract(s) at a $36.00 strike. The total cost received by the writing party (or parties) was $135.0K, with a price of $270.0 per contract. There were 3045 open contracts at this strike prior to today, and today 2034 contract(s) were bought and sold. 
• For MRVL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>), we notice a put option sweep that happens to be bearish, expiring in 85 day(s) on June 20, 2025. This event was a transfer of 65 contract(s) at a $60.00 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 $31.5K, with a price of $485.0 per contract. There were 8482 open contracts at this strike prior to today, and today 1626 contract(s) were bought and sold. 
• Regarding IREN (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/IREN#NASDAQ">IREN</a>), we observe a call option sweep with bearish sentiment. It expires in 141 day(s) on August 15, 2025. Parties traded 1500 contract(s) at a $9.00 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 $91.6K, with a price of $61.0 per contract. There were 1899 open contracts at this strike prior to today, and today 1550 contract(s) were bought and sold. 
• For AAPL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), we notice a call option sweep that happens to be bearish, expiring in 50 day(s) on May 16, 2025. This event was a transfer of 391 contract(s) at a $240.00 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 $113.7K, with a price of $291.0 per contract. There were 9921 open contracts at this strike prior to today, and today 960 contract(s) were bought and sold. 
• For PLTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>), we notice a put option sweep that happens to be bullish, expiring in 50 day(s) on May 16, 2025. This event was a transfer of 33 contract(s) at a $90.00 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 $30.2K, with a price of $918.0 per contract. There were 7409 open contracts at this strike prior to today, and today 662 contract(s) were bought and sold. 
• For TSM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), we notice a put option trade that happens to be bullish, expiring in 21 day(s) on April 17, 2025. This event was a transfer of 100 contract(s) at a $155.00 strike. The total cost received by the writing party (or parties) was $26.0K, with a price of $260.0 per contract. There were 3548 open contracts at this strike prior to today, and today 493 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.

IREN

10 Information Technology Stocks Whale Activity In Today's Session

The stock of Advanced Micro Devices, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) declined 3.48% in the pre-market trading session on Thursday. after being downgraded by Jefferies.
What Happened:  Jefferies has lowered its price target for AMD from $135 to $120, indicating a slight 8.9% rise from Wednesday&#8217;s closing price. The analyst also downgraded the stock to Hold from Buy, as <a href="https://www.cnbc.com/2025/03/27/amd-gets-a-downgrade-from-jefferies-as-competition-for-semiconductors-heats-up.html">per</a> a CNBC report.
Jefferies analyst Blayne Curtis identified the increasing rivalry from&nbsp;Intel Corporation&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) as a key reason for the downgrade. Curtis also mentioned a Jefferies benchmarking study, which showed AMD&#8217;s graphics processing units being significantly outpaced by those of&nbsp;Nvidia Corporation&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) in various open-source models.
Curtis further expects Intel&#8217;s incoming CEO to possibly guide the company towards a more adaptable strategy, resulting in the production of &#8220;fairly competitive chips&#8221; from next year. This change could position Intel as a stronger contender against AMD.
Curtis noted, &#8220;The&nbsp;stock has already pulled back&nbsp;significantly, but Street estimates still&nbsp;seem too high, and we&nbsp;see more downside risk than&nbsp;upside potential near-term.&#8221;
SEE ALSO: <a href="https://www.benzinga.com/general/space/25/03/44509379/boeing-lockheeds-vulcan-rocket-aimed-to-rival-spacexs-falcon-9-cleared-for-us-security-missions">Boeing-Lockheed&#8217;s Vulcan Rocket Aimed To Rival SpaceX&#8217;s Falcon 9 Cleared For US Security Missions</a>
Why It Matters: This downgrade comes at a time when the chip industry is grappling with challenges related to traditional silicon. Recently, AMD CEO Lisa Su <a href="https://www.benzinga.com/tech/25/03/44486611/amd-ceo-lisa-su-says-silicon-scaling-is-getting-more-difficult-but-progress-isnt-praises-chinas-deepseek-for-inspiring-faster-pace-of-innovation-that-before">highlighted the need </a>for rethinking innovation in the industry. The increasing competition, coupled with the need for innovation, could potentially reshape the semiconductor landscape. Su recognized that progress in conventional silicon manufacturing is decelerating. &#8220;We have to continue to optimize not just on silicon, but on the package, system, and software,&#8221; she added. 
The downgrade for AMD stock also comes while the company is under pressure as the U.S. tightens export controls on Chinese firms. The Commerce Department blacklisted over 50 Chinese entities, limiting their access to advanced semiconductors from AMD and NVIDIA. This could affect AMD&#8217;s revenue from China, a key market for its high-performance chips.
AMD holds a momentum rating of 15.49% and a growth rating of 66.91%, according to&nbsp;<a href="https://www.benzinga.com/report/AMD" target="_blank" rel="noreferrer noopener">Benzinga&#8217;s Proprietary Edge Rankings</a>. The Benzinga Growth metric evaluates a stock's historical earnings and revenue expansion across multiple timeframes, prioritizing both long-term trends and recent performance. For an in-depth report on more stocks and insights into growth opportunities,&nbsp;<a href="https://www.benzinga.com/screener/top-momentum-stocks" target="_blank" rel="noreferrer noopener">sign</a>&nbsp;<a href="https://www.benzinga.com/screener/top-momentum-stocks" target="_blank" rel="noreferrer noopener">up for Benzinga Edge.</a>
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<li>READ MORE: <a href="https://www.benzinga.com/25/03/44511006/ray-dalio-sees-history-repeating-warns-of-debt-crisis-trump-era-politics-and-a-shifting-global-order">Billionaire Investor Ray Dalio Warns Of Looming Debt Crisis And Shifting Global Order Amid Trump&#8217;s Hardline Trade Policies</a></li>
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Image via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

AMD Stock Falls Over 3% In Thursday Pre-Market: What's Going On?

Prominent short seller Jim Chanos has raised questions about Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) amid reports of the company&#8217;s potential acquisition of Lepton AI, a server rental startup.
What Happened: Chanos wrote on the social media platform X that attempting to buy out resellers could signal deeper financial complications. &#8220;Trying to buyout your resellers is usually a huge red flag,&#8221; he noted, suggesting the move might be a strategic attempt to manage inventory costs or avoid receivables provisioning.
The semiconductor giant is reportedly nearing a deal to acquire Lepton AI for several hundred million dollars, according <a href="https://www.theinformation.com/articles/nvidia-nears-deal-buy-gpu-reseller-several-hundred-million-dollars">to</a> The Information. Founded two years ago, Lepton AI raised an $11 million seed round in May 2023 from investors CRV and Fusion Fund.
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Don't know if this deal happens, and it's not particularly big, but trying to buyout your resellers is usually a huge red flag. It's often a way to bury inventory costs and/or avoid receivables provisioning. <a href="https://twitter.com/search?q=%24NVDA&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$NVDA</a> <a href="https://t.co/ZjCGjCzBiA">pic.twitter.com/ZjCGjCzBiA</a>
&mdash; James Chanos (@RealJimChanos) <a href="https://twitter.com/RealJimChanos/status/1904968699582251447?ref_src=twsrc%5Etfw">March 26, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
See Also:&nbsp;<a href="https://www.benzinga.com/markets/equities/25/03/44506717/trumps-25-auto-tariff-raises-will-cast-shadow-on-interest-rates-says-economist-tesla-investor-gary-black-says-president-found-further-ways-to-push-the-economy-into-recession-today" target="_blank" rel="noreferrer noopener">Trump's 25% Auto Tariff Raises Will Put Pressure On Interest Rates, Says Economist — Tesla Investor Gary Black Says President Found ‘Further Ways To Push The Economy Into Recession Today'</a>
Why It Matters: This potential acquisition comes amid broader challenges for Nvidia, including potential <a href="https://www.benzinga.com/markets/equities/25/03/44506930/jim-cramer-calls-chinas-nvidia-restrictions-pathetic-says-jensen-huang-can-handle-the-pressure">trade restrictions and market uncertainties</a>. The company faces potential regulatory hurdles in China, with new energy efficiency rules potentially blocking access to its specialized processors.
Despite these challenges, Nvidia remains a dominant force in the semiconductor and AI chip market. The company&#8217;s fourth-quarter revenue reached $39.3 billion, a remarkable 78% increase, with projections of $43.0 billion for <a href="https://www.benzinga.com/markets/equities/25/03/44506930/jim-cramer-calls-chinas-nvidia-restrictions-pathetic-says-jensen-huang-can-handle-the-pressure">the first quarter</a>.
Price Action: Nvidia traded at $113.76 on Wednesday, down 5.74%, and slipped further to $112.21 in after-hours trading, down 1.36%.
While Nvidia outperforms Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) and Advanced Micro Devices Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) in growth and momentum, it lags in valuation metrics, according to <a href="https://www.benzinga.com/quote/NVDA">Benzinga Edge</a> rankings. For deeper insights, <a href="https://www.benzinga.com/screener/top-momentum-stocks">sign up for Benzinga Edge</a>.
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Image via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Nvidia's Reported Lepton AI Buyout A 'Huge Red Flag,' Says Short Seller Jim Chanos, Warns Of Inventory Risk

Former Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) CEO Pat Gelsinger has said that America's plan to restore chipmaking dominance needs more than massive investments—it needs to bring core innovation back home.
What Happened: In a new interview this week, Gelsinger said Taiwan Semiconductor Manufacturing Co.'s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) $100 billion commitment to expand chip production in the U.S. is a positive step but ultimately insufficient, <a href="https://www.ft.com/content/68a0da9b-ffc7-4c67-8249-d7c452efa864">reported</a> the Financial Times.
"If you don't have R&amp;D in the U.S., you will not have semiconductor leadership in the U.S.," he stated, adding, "All of the R&amp;D work of TSMC is in Taiwan, and they haven't made any announcements to move that."
Gelsinger, now a partner at deep-tech VC firm Playground Global, added that President Donald Trump's tariff threats had been "incrementally beneficial" by nudging companies like TSMC to invest in the U.S.&nbsp;
However, he warned that without relocating core research operations, the U.S. would remain dependent. "Unless you're designing the next-generation transistor technology in the U.S., you do not have leadership in the U.S."
See Also:&nbsp;<a href="https://in.benzinga.com/markets/equities/25/01/43376506/intel-will-be-fighting-for-every-socket-in-the-data-center-business-says-co-ceo-michelle-holthaus-as-competition-from-amd-nvidia-heats-up" target="_blank" rel="noreferrer noopener">Intel ‘Will Be Fighting For Every Socket&#8217; In The Data Center Business, Says Co-CEO Michelle Holthaus As Competition From AMD, Nvidia Heats Up</a>
Why It's Important: The Biden and Trump administrations have both sought to reduce U.S. reliance on foreign chip supply chains.
<a href="https://in.benzinga.com/markets/25/03/44486436/tsmcs-165-billion-bet-on-us-chip-manufacturing-raises-alarms-in-taiwan-amid-china-threat-experts-warn-taipei-must-plan-beyond-its-silicon-shield">TSMC&#8217;s accelerated U.S. expansion</a> was reportedly driven by geopolitical pressure, supply chain security, and customer demands. This expansion, however, poses significant risks for Taiwan, as experts warn that Taipei must plan beyond its &#8216;Silicon Shield&#8217; amid growing threats from China.
However, Taiwan's government has been closely examining TSMC's overseas ventures, stating that joint ventures abroad <a href="https://in.benzinga.com/government/regulations/25/02/44013241/taiwan-semiconductor-faces-government-scrutiny-on-overseas-ventures-amid-intel-stake-rumors">require official approval</a>.
Subscribe to the&nbsp;<a href="https://bztechtrends.beehiiv.com/subscribe" target="_blank" rel="noreferrer noopener">Benzinga Tech Trends newsletter</a>&nbsp;to get all the latest tech developments delivered to your inbox.
Previously, it was reported that TSMC has proposed a joint venture with U.S. chip designers Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Advanced Micro Devices (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), and Broadcom Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>) to <a href="https://in.benzinga.com/markets/equities/25/03/44271204/tsmc-proposes-joint-venture-with-nvidia-amd-and-broadcom-to-operate-intels-factories-report">operate Intel&#8217;s factories</a>.
During the interview, the former Intel CEO also declined to comment on whether he had clashed with the company's board over strategy but suggested he had lost their confidence before completing his five-year plan.
"I wasn't done with the five-plus years when the board made a directional change," he stated.
Earlier this month, it was reported that Intel&#8217;s new CEO, Lip-Bu Tan, is <a href="https://in.benzinga.com/25/03/44355124/intels-new-ceo-charts-bold-revival-plan-warns-of-tough-decisions-ahead-reports">planning a major overhaul</a>, including potential staff cuts to address what he perceives as a slow-moving and bloated middle management layer.
Price Action: TSMC&#8217;s stock dipped 0.40% in after-hours trading to $172.81. Earlier on Wednesday, it closed at $173.50, marking a 4.09% drop during regular trading. Year-to-date, the company&#8217;s shares have fallen 13.93%, <a href="http://pro.benzinga.com/">according to Benzinga Pro data</a>.
Benzinga's Edge Rankings give TSMC an 82.36% growth rating. Want to see how it compares to other companies? <a href="https://www.benzinga.com/quote/TSM">Click here for the full breakdown</a>.
Photo Courtesy: drserg On Shutterstock.com
Check out more of Benzinga&#8217;s Consumer Tech coverage by&nbsp;<a href="https://www.benzinga.com/topic/consumer-tech" target="_blank" rel="noreferrer noopener">following this link</a>.
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Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Former Intel Boss Pat Gelsinger Says Trump's Tariffs Helpful For US Chip Comeback, But More Than TSMC's $100 Billion Pledge Needed — Reveals the One Missing Piece

Jim Cramer has criticized potential restrictions on Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) in China, dismissing reports of regulatory challenges as &#8220;pathetic.&#8221; 
What Happened: In a recent post on X, Cramer challenged the logic of limiting access to Nvidia&#8217;s advanced chips, asking, &#8220;Like China would ban the best of the best? Really?&#8221;
The criticism comes amid emerging tensions between the United States and China in the semiconductor technology sector. China&#8217;s National Development and Reform Commission has introduced new energy efficiency rules that could potentially block Chinese companies from purchasing Nvidia&#8217;s <a href="https://www.benzinga.com/25/03/44493961/nvidia-faces-17-billion-threat-in-china-as-chip-rules-tighten-and-huawei-gains-ground">specialized H20 processors</a>.
Cramer acknowledged the mounting challenges Nvidia faces but expressed confidence in CEO Jensen Huang's ability to steer the company through them successfully.
The Financial Times reported that these regulations may prevent major Chinese tech firms like Alibaba Group Holding Ltd. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NASDAQ">BABA</a>) and Tencent Holdings Ltd. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TCEHY#NASDAQ">TCEHY</a>) from using Nvidia&#8217;s chips. This move threatens Nvidia&#8217;s $17 billion annual business in China, <a href="https://www.benzinga.com/25/03/44493961/nvidia-faces-17-billion-threat-in-china-as-chip-rules-tighten-and-huawei-gains-ground">currently its fourth-largest market</a>.
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Like every day, the Long Knives are out again for Nvdia. Today&#39;s bear: <a href="https://t.co/5SGVUbebYJ">https://t.co/5SGVUbebYJ</a> says that Nvidia&#39;s chips violate Chinese environmental rules. Pathetic&#8230;
&mdash; Jim Cramer (@jimcramer) <a href="https://twitter.com/jimcramer/status/1904829001786364146?ref_src=twsrc%5Etfw">March 26, 2025</a></blockquote>
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">The forces against Nvidia are legion. But Jensen can handle it. The world, including china, needs more compute. You can&#39;t do it without Nvidia. Like China would ban the best of the best? Really?
&mdash; Jim Cramer (@jimcramer) <a href="https://twitter.com/jimcramer/status/1904852538974777357?ref_src=twsrc%5Etfw">March 26, 2025</a></blockquote>
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Yeah, and the Chinese have WHAT to replace Nvidia chips? And the new chips are the least hot. Makes me laugh how these stories come out. Sure the country that builds endless amounts of coal plants is going to cut its nose off to spite its face? Just plain dumb
&mdash; Jim Cramer (@jimcramer) <a href="https://twitter.com/jimcramer/status/1904852224846540956?ref_src=twsrc%5Etfw">March 26, 2025</a></blockquote>
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</figure>
See Also: <a href="https://www.benzinga.com/markets/equities/25/03/44506717/trumps-25-auto-tariff-raises-will-cast-shadow-on-interest-rates-says-economist-tesla-investor-gary-black-says-president-found-further-ways-to-push-the-economy-into-recession-today">Trump&#8217;s 25% Auto Tariff Raises Will Put Pressure On Interest Rates, Says Economist — Tesla Investor Gary Black Says President Found &#8216;Further Ways To Push The Economy Into Recession Today&#8217;</a>
Why It Matters: Cramer emphasized the critical nature of Nvidia&#8217;s technology, stating, &#8220;The world, including China, needs more compute. You can&#8217;t do it without Nvidia.&#8221; He further questioned China&#8217;s ability to replace Nvidia&#8217;s advanced chips, suggesting the restrictions would be counterproductive. 
Nvidia remains resilient, with plans to meet with commission chair Zheng Shanjie and develop solutions to align with the new regulations. The company&#8217;s recent financial performance underscores its strong market position, with fourth-quarter revenue reaching $39.3 billion, a 78% increase, and projecting <a href="https://www.benzinga.com/25/03/44493961/nvidia-faces-17-billion-threat-in-china-as-chip-rules-tighten-and-huawei-gains-ground">first-quarter revenue of $43.0 billion</a>.
As domestic competitors like Huawei Technologies Co. advance their AI chip capabilities, the semiconductor landscape continues to evolve in this high-stakes technological chess match between global powers.
Price Action: Nvidia traded at $113.76 on Wednesday, down 5.74%, and slipped further to $112.21 in after-hours trading, down 1.36%. 
While Nvidia outperforms Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) and Advanced Micro Devices Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) in growth and momentum, it lags in valuation metrics, according to <a href="https://www.benzinga.com/quote/NVDA">Benzinga Edge</a> rankings. For deeper insights, <a href="https://www.benzinga.com/screener/top-momentum-stocks">sign up for Benzinga Edge</a>.
Read Next: 
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Image via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

BABA

TCEHY

Jim Cramer Calls China's Nvidia Restrictions 'Pathetic,' Says Jensen Huang Can Handle The Pressure

AMAT

KLAC

Shares of chip stocks are trading lower amid overall market weakness, which may be due to tariff volatility. Additionally, the US added several  Chinese technology firms to its export blacklist.

Advanced Micro Devices Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) has been heating up, and the charts confirm it &#8211; the stock is riding <a href="https://www.benzinga.com/quote/AMD/news">a strong bullish trend</a>. Trading above its five-day, 20-day and 50-day exponential moving averages, AMD stock is flashing bullish signals left and right.
But is there more firepower behind the rally?
<h2 class="wp-block-heading">Ant Group's GPU Play: A Game Changer?</h2>
The big news for AMD isn't just technical—it's fundamental. According <a href="https://www.marketbeat.com/originals/advanced-micro-devices-can-double-in-price-heres-why/">to</a> MarketBeat, Ant Group is doubling down on AMD's AI chips, proving they can deliver results on par with Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>). This is the kind of validation AMD bulls have been waiting for.
With Nvidia's GPU business growing at triple-digit rates and generating four times AMD's total 2024 revenue, even a small shift in market share could be massive. 
A 1% bite out of Nvidia's dominance translates to a 5% revenue boost for AMD — a game-changing scenario.
Read Also: <a href="https://www.benzinga.com/tech/25/03/44486611/amd-ceo-lisa-su-says-silicon-scaling-is-getting-more-difficult-but-progress-isnt-praises-chinas-deepseek-for-inspiring-faster-pace-of-innovation-that-before">AMD CEO Lisa Su Says Silicon Scaling Getting &#8216;More Difficult&#8217; But Progress Isn&#8217;t — Praises China&#8217;s DeepSeek For Inspiring &#8216;Faster Pace Of Innovation That Before&#8217;</a>
<h2 class="wp-block-heading">AMD Stock Chart Is Green, But A Long-Term Hurdle Looms</h2>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="631" height="485" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/26090750/Screenshot-2025-03-26-at-6.37.30-PM.png" alt="" class="wp-image-842502" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/26090750/Screenshot-2025-03-26-at-6.37.30-PM.png 631w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/26090750/Screenshot-2025-03-26-at-6.37.30-PM-300x231.png 300w" sizes="(max-width: 631px) 100vw, 631px" /></figure>
Consider AMD's bullish streak:
<ul>
<li>Trading at $114.81, the stock sits above key short-term moving averages, signaling continued buying pressure.</li>
<li>The eight-day simple moving average at $108.92, 20-day at $103.19 and 50-day at $110.11 all scream bullish.</li>
<li>However, the 200-day simple moving average at $138.50 raises a caution flag, as does a recovering-from-negative Moving Average Convergence Divergence (MACD) reading.</li>
</ul>
<h2 class="wp-block-heading">Is Wall Street Missing The Bigger Picture?</h2>
Analysts expect AMD's growth to stay solid but slow in 2025 and 2026. Yet, they may be underestimating its ability to claw back market share, especially in data centers. The company&#8217;s data center segment surged nearly 70% in the fourth quarter, outpacing Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>).
Nvidia still has the software advantage, but AMD is closing the gap. Late 2024 updates doubled the performance of its MI300X chip, and more upgrades are coming.
AMD is in a strong uptrend with fundamental catalysts supporting its momentum. If it keeps chipping away at Nvidia's dominance, Wall Street's growth projections could be in for a major revision.
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Image: Shutterstock

AMD Rides AI Tailwinds: Can It Take A Bigger Bite Out Of Nvidia?

Taiwan Semiconductor Manufacturing Co.'s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) $165 billion U.S. expansion is reportedly driven by geopolitical pressure, supply chain security, and customer demands, but it comes with major risks for Taiwan.&nbsp;
What Happened: TSMC&#8217;s accelerated U.S. expansion aims to meet the demands of American clients like Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) and Nvidia Corp.(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>).
However, experts warn that Taiwan&#8217;s strategic importance could diminish as the U.S. increases its share in global chip production, <a href="https://asia.nikkei.com/Business/Technology/Tech-Asia/TSMC-s-165bn-U.S.-expansion-push-Inevitable-but-risky">reported</a> Nikkei Asia.
Earlier this month, TSMC announced an additional $100 billion investment to build five new chip facilities and an R&amp;D center in the U.S.
The self-governed island has relied on its &#8220;Silicon shield&#8221; for protection, but the U.S. is now home to TSMC&#8217;s first overseas cutting-edge plant in Arizona.
See Also:&nbsp;<a href="https://in.benzinga.com/markets/equities/25/01/43376506/intel-will-be-fighting-for-every-socket-in-the-data-center-business-says-co-ceo-michelle-holthaus-as-competition-from-amd-nvidia-heats-up" target="_blank" rel="noreferrer noopener">Intel ‘Will Be Fighting For Every Socket' In The Data Center Business, Says Co-CEO Michelle Holthaus As Competition From AMD, Nvidia Heats Up</a>
Konrad Young, a former R&amp;D director at TSMC and former senior advisor at Intel, said that Taiwan should move beyond the &#8220;silicon shield&#8221; concept and avoid linking its strategic significance solely to a single company or industry.
He stressed the need for Taiwan to establish &#8220;multiple shields&#8221; to showcase its broader value to governments worldwide.
Why It's Important: The expansion of TSMC in the U.S. has sparked a series of geopolitical and economic concerns.
Last month, <a href="https://in.benzinga.com/markets/equities/25/02/43966206/china-warns-tsmc-could-become-united-states-semiconductor-manufacturing-co-as-trump-pushes-us-chipmaking">China accused Taiwan</a> of potentially surrendering its semiconductor industry to the U.S. for political support. This accusation comes amid rumors of TSMC&#8217;s potential stake in Intel Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>).
Moreover, Taiwan&#8217;s government has also scrutinized TSMC&#8217;s overseas ventures, saying that they require permission <a href="https://in.benzinga.com/government/regulations/25/02/44013241/taiwan-semiconductor-faces-government-scrutiny-on-overseas-ventures-amid-intel-stake-rumors">for joint ventures abroad</a>.
Previously, the U.S. has also expressed concerns over Chinese tech giant Huawei Technologies&#8217; <a href="https://in.benzinga.com/media/25/02/44052145/taiwan-semi-faces-geopolitical-strain-due-to-us-scrutiny-on-huaweis-chip-access">access to TSMC chips</a>.
Despite these challenges, TSMC&#8217;s Chairman CC Wei earlier this month said that the U.S. expansion is driven by the booming demand for AI and smartphone technologies, <a href="https://in.benzinga.com/25/03/44195821/taiwan-semiconductor-chief-says-us-expansion-driven-by-ai-and-smartphone-boom-warns-of-supply-shortage">not political pressure</a>.
Price Action: TSMC&#8217;s stock inched up 0.32% in after-hours trading, reaching $181.48. Earlier on Tuesday, it closed at $180.90, slipping 0.14% during regular trading. So far this year, the company&#8217;s shares have declined 10.26%, according to <a href="http://pro.benzinga.com/">data from Benzinga Pro</a>.
Photo by Andy.LIU Shutterstock
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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.

TSMC's $165 Billion Bet On US Chip Manufacturing Raises Alarms In Taiwan Amid China Threat — Experts Warn Taipei Must Plan Beyond Its 'Silicon Shield'

Intel Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) is reportedly strategizing to rejuvenate its chip design and broaden its foundry business, with the potential of securing significant clients such as Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and Broadcom Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>).
What Happened: UBS analyst Timothy Arcuri believes Intel&#8217;s new CEO, Lip-Bu Tan, will prioritize the company&#8217;s design and foundry capabilities in the immediate plan. Arcuri further stated that Intel is on the verge of securing commitments from Nvidia or Broadcom to utilize its foundry services, while also progressing its 18A manufacturing process, <a href="https://seekingalpha.com/news/4424421-intel-ceos-plan-may-focus-on-design-getting-nvidia-broadcom-as-foundry-customers-ubs">reported</a> Seeking Alpha.
Arcuri stated that Nvidia seems more likely than Broadcom to adopt Intel&#8217;s foundry technology, possibly for gaming applications, though power consumption remains a significant concern. 
Intel is also said to be planning to compete more aggressively with Taiwan Semiconductor Manufacturing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>)&nbsp;enhancing its packaging innovations.&nbsp;The company&#8217;s partnership with United Microelectronics Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UMC#NYSE">UMC</a>) is progressing well, with production expected to start in late 2026. This could establish them as a secondary high-voltage FinFET supplier after TSMC and potentially lead to future collaborations with Apple (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>).
Arcuri stated that further details on Intel&#8217;s foundry developments will be revealed at the upcoming Direct Connect event on April 29.
SEE ALSO: <a href="https://www.benzinga.com/markets/equities/25/03/44469010/gordon-johnson-defends-tesla-short-thesis-as-margins-shrink-discounts-rise-jim-chanos-notes-35-ytd-drop-in-san-diego-county-sales">Gordon Johnson Defends Tesla Short Thesis As Margins Shrink, Discounts Rise: Jim Chanos Notes 35% YTD Drop In San Diego County Sales</a>
Why It Matters: The strategic shift comes in the wake of a leadership change at Intel. The company&#8217;s stock rallied following the announcement of <a href="https://www.benzinga.com/content/44434095/intel-stock-rallies-on-leadership-change-time-to-buy-or-wait">its new CEO</a>, with shares increasing by approximately 25%. In his first statement after being chosen as the new CEO, Tan pointed towards an overhaul plan including cost-cutting measures, a restructuring of management and a renewed focus on AI chip production.&nbsp;
He has openly criticized former CEO Pat Gelsinger's approach, especially in manufacturing and decision-making. One of Tan's main priorities is overhauling Intel Foundry, which supplies chips to companies like Microsoft and Amazon. He is also expected to revive AI initiatives beyond servers, focusing on software, robotics, and AI foundation models.
Meanwhile, the new Intel CEO is all set to deliver an opening keynote at Intel Vision 2025 on March 31 in Las Vegas wherein he is scheduled to address how the company aims to empower innovative solutions and accelerate business success in the AI era.
Intel stock climbed 5.35% over the past month. It closed 0.16% lower on Monday at $24.22.
Intel holds a momentum rating of 27.89% and a growth rating of 3.76%, according to&nbsp;<a href="https://www.benzinga.com/report/INTC" target="_blank" rel="noreferrer noopener">Benzinga's Proprietary Edge Rankings</a>. The Benzinga Growth metric evaluates a stock&#8217;s historical earnings and revenue expansion across multiple timeframes, prioritizing both long-term trends and recent performance. For an in-depth report on more stocks and insights into growth opportunities,&nbsp;<a href="https://www.benzinga.com/screener/top-momentum-stocks" target="_blank" rel="noreferrer noopener">sign</a>&nbsp;<a href="https://www.benzinga.com/screener/top-momentum-stocks" target="_blank" rel="noreferrer noopener">up for Benzinga Edge.</a>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="457" height="281" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/25061148/Screenshot-2025-03-25-154126.png" alt="" class="wp-image-840121" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/25061148/Screenshot-2025-03-25-154126.png 457w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/25061148/Screenshot-2025-03-25-154126-300x184.png 300w" sizes="(max-width: 457px) 100vw, 457px" /></figure>
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Image via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Intel Targets Nvidia, Broadcom With Renewed Chip Design And Foundry Push, Says UBS

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>AAPL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/28/25</td>
<td>$225.00</td>
<td>$30.4K</td>
<td>26.1K</td>
<td>29.4K</td>
</tr>
<tr>
<td>PLTR</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>03/28/25</td>
<td>$95.00</td>
<td>$32.0K</td>
<td>10.8K</td>
<td>24.8K</td>
</tr>
<tr>
<td>MSTR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>03/28/25</td>
<td>$360.00</td>
<td>$32.0K</td>
<td>1.1K</td>
<td>14.8K</td>
</tr>
<tr>
<td>JAMF</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>04/17/25</td>
<td>$12.50</td>
<td>$36.0K</td>
<td>1.0K</td>
<td>2.4K</td>
</tr>
<tr>
<td>INTC</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/18/26</td>
<td>$35.00</td>
<td>$118.5K</td>
<td>10.1K</td>
<td>1.6K</td>
</tr>
<tr>
<td>NVDA</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$200.00</td>
<td>$30.8K</td>
<td>37.2K</td>
<td>1.1K</td>
</tr>
<tr>
<td>MSFT</td>
<td>PUT</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>12/18/26</td>
<td>$480.00</td>
<td>$37.9K</td>
<td>2.0K</td>
<td>999</td>
</tr>
<tr>
<td>U</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>05/16/25</td>
<td>$23.00</td>
<td>$44.4K</td>
<td>3.8K</td>
<td>907</td>
</tr>
<tr>
<td>AMD</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>04/04/25</td>
<td>$108.00</td>
<td>$163.2K</td>
<td>1.8K</td>
<td>877</td>
</tr>
<tr>
<td>TSM</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>04/11/25</td>
<td>$190.00</td>
<td>$35.7K</td>
<td>1.2K</td>
<td>438</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• For AAPL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), we notice a call option sweep that happens to be bullish, expiring in 4 day(s) on March 28, 2025. This event was a transfer of 435 contract(s) at a $225.00 strike. This particular call needed to be split into 15 different trades to become filled. The total cost received by the writing party (or parties) was $30.4K, with a price of $70.0 per contract. There were 26115 open contracts at this strike prior to today, and today 29410 contract(s) were bought and sold. 
• Regarding PLTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>), we observe a call option trade with bullish sentiment. It expires in 4 day(s) on March 28, 2025. Parties traded 100 contract(s) at a $95.00 strike. The total cost received by the writing party (or parties) was $32.0K, with a price of $320.0 per contract. There were 10875 open contracts at this strike prior to today, and today 24862 contract(s) were bought and sold. 
• Regarding MSTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>), we observe a call option sweep with bearish sentiment. It expires in 4 day(s) on March 28, 2025. Parties traded 120 contract(s) at a $360.00 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 $32.0K, with a price of $267.0 per contract. There were 1179 open contracts at this strike prior to today, and today 14873 contract(s) were bought and sold. 
• For JAMF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JAMF#NASDAQ">JAMF</a>), we notice a call option sweep that happens to be bearish, expiring in 24 day(s) on April 17, 2025. This event was a transfer of 400 contract(s) at a $12.50 strike. This particular call needed to be split into 16 different trades to become filled. The total cost received by the writing party (or parties) was $36.0K, with a price of $90.0 per contract. There were 1069 open contracts at this strike prior to today, and today 2402 contract(s) were bought and sold. 
• Regarding INTC (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), we observe a call option sweep with bearish sentiment. It expires in 451 day(s) on June 18, 2026. Parties traded 500 contract(s) at a $35.00 strike. This particular call needed to be split into 28 different trades to become filled. The total cost received by the writing party (or parties) was $118.5K, with a price of $237.0 per contract. There were 10150 open contracts at this strike prior to today, and today 1653 contract(s) were bought and sold. 
• For NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we notice a call option trade that happens to be bullish, expiring in 298 day(s) on January 16, 2026. This event was a transfer of 70 contract(s) at a $200.00 strike. The total cost received by the writing party (or parties) was $30.8K, with a price of $440.0 per contract. There were 37222 open contracts at this strike prior to today, and today 1134 contract(s) were bought and sold. 
• For MSFT (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), we notice a put option trade that happens to be neutral, expiring in 634 day(s) on December 18, 2026. This event was a transfer of 4 contract(s) at a $480.00 strike. The total cost received by the writing party (or parties) was $37.9K, with a price of $9478.0 per contract. There were 2040 open contracts at this strike prior to today, and today 999 contract(s) were bought and sold. 
• Regarding U (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/U#NYSE">U</a>), we observe a put option sweep with bearish sentiment. It expires in 53 day(s) on May 16, 2025. Parties traded 190 contract(s) at a $23.00 strike. This particular put needed to be split into 19 different trades to become filled. The total cost received by the writing party (or parties) was $44.4K, with a price of $234.0 per contract. There were 3856 open contracts at this strike prior to today, and today 907 contract(s) were bought and sold. 
• Regarding AMD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), we observe a call option sweep with bearish sentiment. It expires in 11 day(s) on April 4, 2025. Parties traded 240 contract(s) at a $108.00 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 $163.2K, with a price of $680.0 per contract. There were 1899 open contracts at this strike prior to today, and today 877 contract(s) were bought and sold. 
• For TSM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), we notice a call option trade that happens to be bearish, expiring in 18 day(s) on April 11, 2025. This event was a transfer of 150 contract(s) at a $190.00 strike. The total cost received by the writing party (or parties) was $35.7K, with a price of $238.0 per contract. There were 1238 open contracts at this strike prior to today, and today 438 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more news on unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

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