NVDA

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

NVIDIA (NASDAQ:NVDA) Azioni, Catena delle Opzioni

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NVIDIA

Nvidia is a leading developer of graphics processing units. Traditionally, GPUs were used to enhance the experience on computing platforms, most notably in gaming applications on PCs. GPU use cases have since emerged as important semiconductors used in artificial intelligence. Nvidia not only offers AI GPUs, but also a software platform, Cuda, used for AI model development and training. Nvidia is also expanding its data center networking solutions, helping to tie GPUs together to handle complex workloads.

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Il leader dell&#39;azienda tech da $4 trilioni a colloquio con il Presidente. L&#39;incontro potrebbe avere implicazioni significative per il titolo.

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Mercoledì le principali criptovalute hanno registrato una forte crescita, trainate dal forte interesse istituzionale e dalla corsa di Nvidia Corp. (NASDAQ:NVDA) verso i 4.000 miliardi di dollari.

L&#39;effetto Nvidia colpisce anche le crypto: Bitcoin ha un nuovo ATH

NVIDIA Corp

Benzinga examined the prospects for<a href="http://www.benzinga.com/trading-ideas" target="_blank" rel="noreferrer noopener"> many investors' favorite stocks</a> over the last week — here's a look at some of our top stories.
U.S. markets closed this week at record highs, driven by Nvidia (NASDAQ: NVDA) surpassing a $4 trillion market cap — the first ever, marking a historic milestone — amid easing global tensions and broad AI enthusiasm. President Donald Trump's trade rhetoric intensified, with new 50% tariffs planned on copper and Brazilian goods, but markets remained resilient, betting on eventual policy moderation.
Key sectors like airlines and materials also saw gains, while Tesla (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) remained under pressure due to Elon Musk's political activities. Gold and the dollar steadied alongside Treasury yields.
Benzinga provides daily reports on the stocks most popular with investors. Here are a few of this past week's most bullish and bearish posts that are worth another look.

The Bulls
<a href="https://www.benzinga.com/trading-ideas/movers/25/07/46321541/nvidia-hits-4-trillion-market-cap-stock-surges-to-all-time-high">"Nvidia hits $4 trillion market cap, stock surges to all‑time high"</a>, by Henry Khederian, reports that Nvidia Corp. (NASDAQ: NVDA) reached a record market valuation above $4 trillion — becoming the first U.S. company to do so — on strong investor momentum, driven by its dominant position in AI chipmaking.
<a href="https://www.benzinga.com/trading-ideas/movers/25/07/46356963/drone-stocks-fly-as-defense-secretary-fast-tracks-drone-production-deployment">"Drone stocks fly as Defense Secretary fast-tracks drone production, deployment"</a>, by Adam Eckert, reports that AeroVironment Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVAV#NASDAQ">AVAV</a>), Kratos Defense &amp; Security Solutions Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KTOS#NASDAQ">KTOS</a>), Red Cat Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RCAT#NASDAQ">RCAT</a>), Unusual Machines Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/UMAC#NASDAQ">UMAC</a>), AgEagle Aerial Systems Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/UAVS#NASDAQ">UAVS</a>), and Ondas Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ONDS#NASDAQ">ONDS</a>) all rallied after Defense Secretary Pete Hegseth revoked procurement restrictions and empowered frontline units to fast‑track U.S.-made drone production and deployment.
<a href="https://www.benzinga.com/trading-ideas/long-ideas/25/07/46324594/used%E2%80%91car-boom-prices-supercharging-carvana-autonation-stocks">"Used‑car boom prices supercharging Carvana, AutoNation stocks"</a>, by Adam Eckert, reports that soaring used‑car prices are lifting Carvana Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVNA#NYSE">CVNA</a>) and AutoNation Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AN#NYSE">AN</a>), as both retailers benefit from record-high margins and strong consumer demand in the resale vehicle market.
For additional bullish calls of the past week, check out the following:
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/07/46328802/dell-hpe-named-top-ai-server-plays-as-analyst-cites-14b-backlog">Dell, HPE Named Top AI Server Plays As Analyst Cites $14 Billion Backlog</a>
<a href="https://www.benzinga.com/trading-ideas/movers/25/07/46299701/ge-aerospace-climbs-46-in-2025-as-investors-eye-tariff-strategy-earnings">GE Aerospace Climbs 46% In 2025 As Investors Eye Tariff Strategy, Earnings</a>
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/07/46353542/palantir-next-oracle-trump-backed-ai-surge">Palantir Is The ‘Next Oracle' On Trump-Backed AI Surge: Analyst</a>

The Bears
<a href="https://www.benzinga.com/analyst-stock-ratings/downgrades/25/07/46308347/trumps-big-beautiful-bill-too-much-for-tesla-stock-direct-hit-to-profitability">"Trump's ‘Big Beautiful Bill' too much for Tesla stock? Direct hit to profitability"</a>, by Shanthi Rexaline, reports that Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) was downgraded by William Blair analyst Jed Dorsheimer, who warned Trump's new bill eliminates $7,500 EV tax credits and corporate average fuel economy fines — putting Tesla's $2.8 billion in annual regulatory credit revenue, 16% of gross profit, at risk.
<a href="https://www.benzinga.com/trading-ideas/movers/25/07/46280387/unitedhealth-centene-hit-hard-by-guidance-shock-trumps-medicaid-push">"UnitedHealth, Centene hit hard by guidance shock, Trump's Medicaid push"</a>, by Vandana Singh, reports that UnitedHealth Group Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNH#NYSE">UNH</a>) saw its market cap plunge nearly 41% in Q2 and Centene Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNC#NYSE">CNC</a>) shares crashed over 40% after Centene withdrew its 2025 guidance — moves driven by unexpectedly high medical costs and President Donald Trump's new legislation targeting Medicaid funding that threatens insurers' risk pools and reimbursement structures.
<a href="https://www.benzinga.com/trading-ideas/movers/25/07/46348352/gorilla-technology-shares-plunge-after-nvidia-fueled-rally-reverses">"Gorilla Technology shares plunge after Nvidia‑fueled rally reverses"</a>, by Akanksha Bakshi, reports that Gorilla Technology Group Inc. (NASDAQ: GRRR) stock tumbled after a brief surge drove by its inclusion as an NVIDIA Solutions Partner on Nvidia's website—without any formal announcement—reversing the prior day's strong rally.
For more bearish takes, be sure to see these posts:
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/07/46352461/core-scientific-downgraded-over-concerns-on-acquisition-deal">Core Scientific Downgraded Over Concerns On Acquisition Deal</a>
<a href="https://www.benzinga.com/markets/tech/25/07/46374969/jpmorgan-just-hit-delete-on-tesla-and-rivian">JPMorgan Just Hit ‘Delete' On Tesla And Rivian</a>
<a href="https://www.benzinga.com/news/health-care/25/07/46326465/unitedhealth-slammed-with-another-lawsuit-over-119-billion-stock-plunge">UnitedHealth Slammed With Another Lawsuit Over $119 Billion Stock Plunge</a>

Keep up with all the latest breaking news and trading ideas by following <a href="https://twitter.com/Benzinga" target="_blank" rel="noreferrer noopener">Benzinga</a><a href="http://twitter.com/Benzinga" target="_blank" rel="noreferrer noopener"> on X</a>.
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Benzinga Bulls And Bears: Nvidia, Tesla, Carvana — And Trump Amps Up Tariff Talk

Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) CEO Jensen Huang expressed his concerns about the potential job losses that could result from the widespread adoption of artificial intelligence (AI).
What Happened: Huang warned that the increasing use of AI could lead to job losses if industries fail to innovate, during an interview with CNN&#8217;s Fareed Zakaria. He emphasized that the key to maintaining employment in the face of AI is the continuous generation of fresh ideas.
&#8220;If the world runs out of ideas, then productivity gains translate to job loss,&#8221; said Huang.
He also referenced comments made by Dario Amodei, the CEO of Anthropic, who had previously warned of potential mass employment disruptions due to AI.
See Also: <a href="https://benzinga.com/markets/macro-economic-events/25/07/46361695/jamie-dimon-warns-market-may-be-underestimating-rate-hike-risks-flags-investor-comp">Jamie Dimon Warns Market May Be Underestimating Rate Hike Risks, Flags Investor Complacency Amid Trump Tariffs: &#8216;Cause Of Concern&#8217;</a>
Despite these concerns, Huang believes that as long as companies continue to innovate, there is potential for both productivity and employment to thrive. He also defended the development of AI, stating that it has historically led to an increase in both employment and productivity.
Why It Matters: The potential impact of AI on employment has been a topic of debate in the tech industry. In May, billionaire entrepreneur Mark Cuban challenged concerns raised by Anthropic&#8217;s CEO, arguing that <a href="https://www.benzinga.com/25/05/45665698/mark-cuban-claps-back-at-anthropic-ceos-ai-doom-talk-new-jobs-will-outnumber-losses-just-like-when-secretaries-disappearedhttps://www.benzinga.com/25/05/45665698/mark-cuban-claps-back-at-anthropic-ceos-ai-doom-talk-new-jobs-will-outnumber-losses-just-like-when-secretaries-disappeared">AI will create more employment opportunities</a> than it eliminates. Huang&#8217;s recent comments add to this ongoing conversation, highlighting the importance of continued innovation to mitigate potential job losses due to AI.
Price Action: NVDA shares closed the Friday market session 0.50% higher at $164.92 per share as per <a href="http://pro.benzinga.com/dashboard">Benzinga Pro Data</a>
Benzinga Edge Stock Rankings shows Nvidia stock has exceptional growth potential (98.61). <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">Additional performance details are available here</a>.
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img loading="lazy" decoding="async" width="857" height="159" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/12010613/Screenshot-2025-07-12-103555.png" alt="" class="wp-image-982616" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/12010613/Screenshot-2025-07-12-103555.png 857w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/12010613/Screenshot-2025-07-12-103555-300x56.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/12010613/Screenshot-2025-07-12-103555-768x142.png 768w" sizes="(max-width: 857px) 100vw, 857px" /></a></figure>
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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: jamesonwu1972 / Shutterstock.com

Nvidia CEO Jensen Huang Warns AI Could Replace Jobs If Innovation Stalls: 'If The World Runs Out Of Ideas'

Wall Street posted fresh all-time highs this week, fueled by a relentless rally in Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), which became the first company in history to surpass a $4 trillion market capitalization, igniting optimism across the<a href="https://www.benzinga.com/tech"> tech and AI sectors.</a>
The chipmaker extended its winning streak to a seventh straight week — and the 11th in the last 12 — nearly doubling its share price from early April lows in just over three months.
This surge pushed the combined market value of the so-called Magnificent Seven — Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>), Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>), Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) and Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) — to a staggering $18.3 trillion.
Chart Of The Week: Nvidia Has Now Rallied 90% Since April&#8217;s Tariff Turmoil
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="525" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/11154407/image-140-1024x525.png" alt="" class="wp-image-982442" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/11154407/image-140-1024x525.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/11154407/image-140-300x154.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/11154407/image-140-768x394.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/11154407/image-140-1536x788.png 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/11154407/image-140-2048x1050.png 2048w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
President Donald Trump reignited trade war concerns, announcing a 35% tariff on Canadian imports starting Aug. 1. He also proposed blanket tariffs of 15% to 20% on most other U.S. trading partners. Additionally, the administration unveiled 50% duties on copper and Brazilian goods, all set to kick in on the same day.
Trump also escalated his feud with the Federal Reserve. On Wednesday, he called for an aggressive three-percentage-point rate cut, arguing that each point costs the U.S. $360 billion annually in debt service.
The Fed remains cautious. Minutes from the June 17–18 FOMC meeting revealed that most officials expect to cut rates later this year. Still, Chicago Fed President Austan Goolsbee pushed back, saying debt costs shouldn&#8217;t drive monetary policy. He reiterated the central bank's dual mandate: price stability and full employment.
Airline stocks outperformed this week. Delta Air Lines Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DAL#NYSE">DAL</a>) surged 12% on Thursday after beating earnings expectations and reaffirming its full-year profit forecast. Optimism spilled over to United Airlines Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/UAL#NASDAQ">UAL</a>), Southwest Airlines Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LUV#NYSE">LUV</a>) and American Airlines Group Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAL#NASDAQ">AAL</a>), as investors bet on a strong summer quarter for the travel sector.
Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) also broke records, soaring past $118,000. The iShares Bitcoin Trust (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/IBIT#NASDAQ">IBIT</a>) — the world's largest crypto-related exchange-traded fund — posted inflows in 12 of the past 13 weeks, reflecting surging institutional interest in the top cryptocurrency.
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Wall Street Hits Record Highs As Nvidia Tops $4 Trillion, Trump Ramps Up Trade Tensions: This Week In Markets

The future isn't just coming — it's marching in on two legs, and tech titans Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) CEO Elon Musk and NVIDIA Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) CEO Jensen Huang are making bold predictions about the robotics industry <a href="https://www.benzinga.com/markets/tech/25/07/46240609/elon-musks-tesla-has-halted-the-production-of-its-humanoid-robot-optmius-amid-redesign-plans-report">of the future.</a>
<h2 class="wp-block-heading">Musk: "The Biggest Product Ever"</h2>
Musk, never one for understatement, has repeatedly said that humanoid robots will be "the biggest product ever of any kind."
At a recent Tesla event, Musk predicted robots such as Tesla's Optimus will soon outnumber humans and transform everything from factories to hospitals.
Read Next: <a href="https://www.benzinga.com/markets/tech/25/07/46374434/joby-aviation-stock-goes-vertical-as-secret-massive-drone-achieves-9-hour-flight?utm_source=articleShare">Joby Aviation Stock Goes Vertical As Secret, Massive Drone Achieves 9-Hour Flight</a>
In an <a href="https://www.youtube.com/watch?v=BDREZmpkIz8">interview</a> with Sen. Ted Cruz (R-Texas) in March, Musk<a href="https://www.benzinga.com/tech/25/03/44526637/elon-musk-says-ai-will-be-smarter-in-10-years-than-humans-who-will-have-a-much-higher-standard-of-living"> predicted a future</a> where humanoid robots are as common as personal assistants.&nbsp;
"Ultimately, there will be tens of billions," he said.
The Tesla CEO went as far as to say that humanoid robots will be able to make people anything and provide any service for a &#8220;next to nothing&#8221; cost, raising the standard of living universally.&nbsp;
<h2 class="wp-block-heading">Huang: "The Next Multi-Trillion Dollar Industry"</h2>
Nvidia's Jensen is just as bullish on humanoid robots as Musk.&nbsp;
During Nvidia's annual developer conference earlier this year, he called this "the decade of robotics," and has said humanoid robots will soon be everywhere.&nbsp;
Robots will most likely begin to appear in factories and become standard in manufacturing within five years, he predicted.&nbsp;
The CEO told Bloomberg in May that he thinks Tesla's Optimus robot <a href="https://www.benzinga.com/markets/equities/25/05/45536080/elon-musk-says-teslas-optimus-can-learn-tasks-by-watching-youtube-videos-just-like-a-human">could be the first</a> to reach mass adoption and trigger a multi-trillion-dollar industry.
He then underscored Optimus, saying, &#8220;This is the first robot that really has a chance to achieve the high volume and technology scale necessary to advance technology,&#8221; adding, &#8220;I think this is likely to be the next multi-trillion dollar industry.&#8221;
<h2 class="wp-block-heading">Two Tech Titans, One Vision</h2>
Huang and Musk are in agreement: the next decade will be defined by robots, AI and a new kind of economy.&nbsp;
The takeaway? The robots aren't coming. They're already here. And according to Musk and Huang, they're about to change everything.
Read Next:&nbsp;
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<li><a href="https://www.benzinga.com/markets/tech/25/07/46372526/intel-unleashes-realsense-new-ai-robotics-player-scores-huge-investment?utm_source=articleShare">Intel Unleashes RealSense—New AI, Robotics Player Scores Huge Investment</a>&nbsp;</li>
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Image: Shutterstock

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Tesla's Elon Musk, Nvidia's Jensen Huang See Eye-To-Eye On This World-Changing Tech

JPMorgan Chase CEO Jamie Dimon issued a stark message to European leaders this week: the continent is steadily falling behind the United States, and financial markets now expose just how wide <a href="https://www.benzinga.com/markets/eurozone">the gap has become.</a>
At a conference in Dublin organized by Ireland's foreign ministry, Dimon warned that Europe is slipping in the global economic race. Over the past 10 to 15 years, he noted, the region's share of global output has dropped sharply compared to the U.S.
"Europe has gone from 90% U.S. GDP to 65% over 10 or 15 years. That's not good. You're losing," Dimon said.
He pointed to sluggish growth, outdated regulation, and insufficient investment as key reasons why the EU is falling behind both the U.S. and China.
While Dimon's focus was on economic differences in terms of GDP, the numbers coming out of stock markets reveal an even deeper structural divide between the U.S. and Europe.
<h2 class="wp-block-heading">Market Caps Tell An Even Bigger Divergence Story</h2>
The combined market capitalization of America's Magnificent Seven—Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>), Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>), and Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>)—has now soared past $18.3 trillion.
<figure class="wp-block-table is-style-stripes"> 
<table class="has-fixed-layout">
<thead>
<tr>
<th>Top U.S. Tech Giants</th>
<th>Market Cap</th>
</tr>
</thead>
<tbody>
<tr>
<td>Nvidia</td>
<td>$4.08T</td>
</tr>
<tr>
<td>Microsoft</td>
<td>$3.74T</td>
</tr>
<tr>
<td>Apple</td>
<td>$3.15T</td>
</tr>
<tr>
<td>Amazon</td>
<td>$2.39T</td>
</tr>
<tr>
<td>Alphabet</td>
<td>$2.20T</td>
</tr>
<tr>
<td>Meta</td>
<td>$1.81T</td>
</tr>
<tr>
<td>Tesla</td>
<td>$995B</td>
</tr>
<tr>
<td>Total</td>
<td>$18.37T</td>
</tr>
</tbody>
</table>
</figure>
By contrast, the top seven companies in Europe—including SAP SE (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAP#NYSE">SAP</a>), Novo Nordisk A/S (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVO#NYSE">NVO</a>), ASML Holding N.V. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASML#NASDAQ">ASML</a>), Hermès International SCA (OTCPK: HESAY), LVMH Moët Hennessy Louis Vuitton SE (OTCPK: LVMUY), Roche Holding AG (OTCPK: RHHBY), and Nestlé S.A. (OTCPK: NSRGY)—are worth just $2.1 trillion combined.
The gap is staggering. The U.S. tech giants are now worth over nine times as much as Europe's largest companies.
<figure class="wp-block-table is-style-stripes"> 
<table class="has-fixed-layout">
<thead>
<tr>
<th>Top EU Corporates</th>
<th>Market Cap</th>
</tr>
</thead>
<tbody>
<tr>
<td>SAP</td>
<td>$359B</td>
</tr>
<tr>
<td>Novo Nordisk</td>
<td>$317B</td>
</tr>
<tr>
<td>ASML</td>
<td>$314B</td>
</tr>
<tr>
<td>Hermès</td>
<td>$303B</td>
</tr>
<tr>
<td>LVMH</td>
<td>$295B</td>
</tr>
<tr>
<td>Roche</td>
<td>$265B</td>
</tr>
<tr>
<td>Nestlé</td>
<td>$252B</td>
</tr>
<tr>
<td>Total</td>
<td>$2.11T</td>
</tr>
</tbody>
</table>
</figure>
Over the past 20 years, the SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) – which tracks the S&amp;P 500 – has outperformed the SPDR DJ Euro STOXX 50 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FEZ#NYSE">FEZ</a>) by a staggering 244%.
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="525" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/11124301/image-139-1024x525.png" alt="" class="wp-image-982188" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/11124301/image-139-1024x525.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/11124301/image-139-300x154.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/11124301/image-139-768x394.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/11124301/image-139-1536x788.png 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/11124301/image-139-2048x1051.png 2048w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
"We've got this huge, strong market and our companies are big and successful, have huge kinds of scale that are global. You have that, but less and less," he said.
Dimon's comments add to growing concern across the continent. Last year, former European Central Bank chief Mario Draghi called for €800 billion per year in industrial investment to help Europe remain globally competitive.
Yet, despite repeated calls for reform, European stock markets continue to lag behind as U.S. firms dominate in scale, innovation and investor interest.
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<li><a href="https://www.benzinga.com/markets/eurozone/25/07/46354754/greece-stock-market-2025-rally-grek-etf-banks">The Market Everyone Gave Up On Is Crushing Nasdaq 100 In 2025 </a></li>
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Photo: lev radin / Shutterstock.com

Eurozone

ASML

HESAY

LVMUY

Nestle Sponsored representing Registered Shares Series B

NSRGY

RHHBY

Magnificent 7 Crush EU Giants—Jamie Dimon Tells Europe: 'You're Losing'

Former Speaker of the House Nancy Pelosi recently <a href="http://Read Next: •	Top 10 Stock Traders In Congress For 2024: How Nancy Pelosi, Pete Sessions, Susan Collins, Marjorie Taylor Greene Rank">disclosed a new tech stock purchase</a> and the buy was made at a huge discount to what retail investors have been paying. Here's how.
What Happened: Similar to a <a href="https://www.benzinga.com/news/education/25/07/46356805/nancy-pelosis-nvidia-stake-heres-how-much-former-speaker-is-up-on-options-bought-in-2023">huge stake in</a> NVIDIA Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Nancy Pelosi and her husband Paul Pelosi now have a sizable stock stake in Broadcom Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>).
Broadcom Inc. is one of the largest semiconductor companies in the world, and like Nvidia, is benefiting from the surge in demand for AI chips and networking solutions.
Pelosi's latest disclosure shows that her husband exercised 200 call options for 20,000 Broadcom shares on June 20 with a strike price of $80.
The options had an expiration date of Jun 20, 2025 and were originally purchased by the Pelosis back on June 24, 2024.
Based on a current share price of $273.15, the Pelosis just bought their Broadcom stock at a 71% discount to the market value with the $80 strike price. The Pelosis received a discount of approximately 68% on June 20 when exercising the options.
Pelosi previously disclosed buying 20 call options with an $800 strike price and June 20, 2025 expiration in June 2024. A ten-for-one stock split changed the number of options and strike price.
Along with disclosing the Broadcom trade, the Pelosis also disclosed a rare losing trade. The filing said the Pelosis sold 2,822 units of the Matthews International Fund. The comments section stated that the sale was conducted at a loss of $28,948. The sale could have been done for tax purposes to offset capital gains.
Did You Know?
<ul class="wp-block-list">
<li>Congress Is Making Huge Investments. <a href="https://www.benzinga.com/gov-trades/?utm_source=BZprocontent071125">Get Tips On What They Bought And Sold With Our Easy-to-Use Tool</a></li>
</ul>
Why It's Important: The latest Broadcom stock purchase highlights <a href="https://www.benzinga.com/general/entertainment/22/03/26065543/the-pelosi-options-trading-strategy-3-key-takeaways">a common practice </a>by Paul Pelosi. The venture capitalist likes to buy call options in large-cap technology stocks.
The options bought are typically in-the-money LEAPS, which means the strike price is below the current market price and have an expiration date of more than one year from the current date.
Past disclosures have shown that the Pelosis typically hold the call options until the expiration date when a decision is made to either sell the options or exercise the options and buy a stock stake at the strike price.
With the latest disclosure, Broadcom has now become a top holding for the Pelosis alongside Nvidia.
Nancy Pelosi says she does not share information on congressional activities with her husband. Observers remain skeptical, given the&nbsp;<a href="https://www.benzinga.com/markets/equities/24/01/36768614/tech-giants-nvidia-amd-ibm-microsoft-google-partner-with-us-government-for-ai-research-project" target="_blank" rel="noreferrer noopener">questionable timing</a>&nbsp;of her disclosed trades.
Pelosi&#8217;s annual salary falls between $174,000 and $197,000 as a senior member of Congress. When she served as Speaker of the House, her annual salary was $223,500.
An&nbsp;<a href="https://www.benzinga.com/markets/penny-stocks/23/02/30768851/want-to-copy-master-trader-nancy-pelosis-investments-theres-an-etf-for-that-here-are-the-hol" target="_blank" rel="noreferrer noopener">ETF to track</a>&nbsp;the stock trading activity of Democrats in Congress, the&nbsp;Unusual Whales Subversive Democratic Trading ETF&nbsp;(BATS:<a class="ticker" href="https://www.benzinga.com/stock/NANC#BATS">NANC</a>),&nbsp;bears the Representative&#8217;s name in the stock ticker.
Increased calls to ban Congress members and their spouses from trading have also centered on Pelosi, a Democrat. One bill even uses her name as an acronym:<a href="https://www.benzinga.com/politics/25/04/45077654/bill-named-after-nancy-pelosi-could-ban-congress-members-from-trading-stocks-what-you-need-to-know-about-the-pelosi-act" target="_blank" rel="noreferrer noopener">&nbsp;the PELOSI Act.</a>
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<li><a href="https://www.benzinga.com/25/01/42860759/10-best-stock-traders-in-congress-in-2024-where-do-nancy-pelosi-pete-sessions-susan-collins-marjorie-taylor-greene-rank" target="_blank" rel="noreferrer noopener">Top 10 Stock Traders In Congress For 2024: How Nancy Pelosi, Pete Sessions, Susan Collins, Marjorie Taylor Greene Rank</a></li>
</ul>
Photo: Asatur Yesayants/Shutterstock

Politics

AVGO

NANC

Nancy Pelosi Just Bought Tech Stock At 71% Discount To Current Price—Here's How

Intel Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) announced on Friday that it has separated its AI, robotics and biometric business into RealSense, <a href="https://www.benzinga.com/trading-ideas/movers/25/07/46285029/intel-shares-tumble-on-sweeping-tariffs-ai-chip-curbs">an independent company. </a>
The Details: Intel also announced that RealSense has secured&nbsp;$50 million in Series A funding, according to <a href="https://www.cnbc.com/2025/07/11/intel-ai-robotics-realsense.html">CNBC</a>. 
The investment round includes backing from the MediaTek Innovation Fund and Intel Capital, the chipmaker's own venture arm, which is also being spun out. 
Read Next: <a href="https://www.benzinga.com/markets/tech/25/07/46369349/quantum-stock-watch-zenatechs-ai-drone-framework-microcloud-hologram-investments-make-waves?utm_source=articleShare">Quantum Stock Watch: ZenaTech&#8217;s AI-Drone Framework, MicroCloud Hologram Investments Make Waves</a>
RealSense focuses on developing&nbsp;robotic automation technologies&nbsp;and plans to use the new funding to create innovative products and meet increasing global demand.
Nadav Orbach, who previously led innovation at Intel, will become RealSense's CEO. 
He told CNBC that the timing is ideal for "physical AI," highlighting the growing opportunities and applications for robotics. 
Orbach said the company intends to launch new product lines in response to strong market demand.
The robotics sector is seeing a surge in investment as AI applications expand. Morgan Stanley estimates the market for humanoid robots could reach&nbsp;$5 trillion by 2050. 
Major tech companies, including Tesla, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) and Amazon.com, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) are heavily investing in automation and Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) CEO Jensen Huang has identified robotics as the company's next major opportunity after AI. 
Why It Matters: Intel has faced <a href="https://www.benzinga.com/markets/tech/25/07/46212727/intel-ceo-lip-bu-tan-weighs-ending-marketing-of-expensive-chip-manufacturing-as-losses-mount-and-rival-tsmc-surges-ahead-report">a difficult period</a>, including its worst stock performance in decades, leading to cost-cutting measures such as layoffs and the dismissal of its CEO. 
The company has also started selling off parts of its business, including a majority stake in its chip subsidiary Altera.
RealSense was originally founded more than 10 years ago as Intel Perceptual Computing, with a focus on 3D vision technology. Its first product was launched in 2015.
RealSense employs about 130 people across the U.S., Israel, and China, and supplies technology to autonomous robot makers like Eyesynth and Unitree Robotics. 
Orbach emphasized that RealSense is committed to improving industry safety tools and delivering user-friendly technology. Intel will keep a minority stake in the new company<a href="https://www.cnbc.com/2025/07/11/intel-ai-robotics-realsense.html" target="_blank" rel="noreferrer noopener"></a>.
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Image: Shutterstock&nbsp;

INTC

Intel Unleashes RealSense—New AI, Robotics Player Scores Huge Investment

The iShares Bitcoin Trust (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/IBIT#NASDAQ">IBIT</a>) is seeing its time in the sun once again. The fund on July 10 set a new 52-week high, an astonishing 125.86% increase from its lows. Bitcoin itself <a href="https://www.benzinga.com/crypto/cryptocurrency/25/07/46363070/bitcoin-sets-all-time-high-at-118909-ethereum-xrp-surge-8-each">broke above $118,900, reaching an all-time high today</a>. 
With tech stocks like NVIDIA Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) hot and whispers of rate cuts becoming louder, IBIT&#8217;s ride is not another crypto sugar rush; it could be something more profound: the mainstreaming of <a href="https://www.benzinga.com/etfs">Bitcoin ETFs </a>as solid portfolio staples.
So, is the rally genuine, or are investors again pursuing a mirage constructed of digital gold?
<h2 class="wp-block-heading">Tech Tailwinds And The Bitcoin-NVIDIA Connection</h2>
IBIT&#8217;s rally is synchronous with a technology surge that has been nothing less than historic. <a href="https://www.benzinga.com/markets/tech/25/07/46349588/nvidia-hits-4-trillion-now-worth-more-than-meta-berkshire-hathaway-tesla-combined">Nvidia&#8217;s $4 trillion valuation</a> and the Nasdaq&#8217;s record run have made it a rising tide for risk assets, Bitcoin included. Bitcoin enthusiasts note that the cryptocurrency has a tendency to track tech stocks. With AI mania fueling demand for compute power and investor enthusiasm, Bitcoin has been along for the ride, flaunting its own bona fides as a macro asset.
In reality, others contend <a href="https://www.benzinga.com/topic/bitcoin">Bitcoin is now more than a hedge</a> against fiat or inflation; instead, it&#8217;s evolving as a high-beta proxy for betting on the tech boom. Following months of trading in a tight $10,000 range, the breakout was overdue.
<h2 class="wp-block-heading">Rate Cuts And The Risk-On Revival</h2>
Monetary policy could be providing Bitcoin ETFs with an additional tailwind. A number of Fed officials, from Gov. Christopher Waller to regional Presidents Mary Daly and Michelle Bowman, have suggested that rate cuts are on the horizon as early as late July. Even President Donald Trump has echoed the dovish sentiment, advocating for swift cuts to mitigate inflationary damage from fresh tariffs.
That&#8217;s significant because Bitcoin doesn&#8217;t pay yield. In a world where interest rates are high, that&#8217;s a problem. But in a place where bonds and cash provide less punch, digital assets suddenly shine again. Bitcoin is nearly 26% higher this year, almost quadrupling the S&amp;P 500&#8217;s 7% return.
Fed Chairman Jerome Powell&#8216;s labeling of Bitcoin as &#8220;virtual and digital gold&#8221; may finally be clicking with investors who once derided crypto as little more than a hobby for tech bros.
<h2 class="wp-block-heading">Bitcoin Miners Turn AI</h2>
Yet another subplot: Bitcoin miners aren&#8217;t mining digital gold alone these days; they&#8217;re turning to AI. Bitfarms and similar companies are retrofitting their enormous, energy-hungry data centers to host AI workloads, which can command 5x–10x more valuation than crypto mining businesses.
For ETF investors, this creates a surprise crossover trade. As demand for AI infrastructure surges, these erstwhile crypto pure plays could transform into AI-adjacent stocks, the union of two of the market&#8217;s hottest themes. For the time being, the surge in Nvidia and Bitcoin&#8217;s rise appears more than coincidental.
<h2 class="wp-block-heading">IBIT and The Emergence Of Risk-Conscious Crypto Investing</h2>
As crazy as the rally has been, not all investors are eager to buckle up on the Bitcoin rocket without a parachute. Step into structured protection ETFs such as the Calamos Bitcoin Structured Alt Protection ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/CBOJ#BATS">CBOJ</a>), Calamos Bitcoin 90 Series Structured Alt Protection ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/CBXJ#BATS">CBXJ</a>), and Calamos Bitcoin 80 Series Structured Alt Protection ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/CBTJ#BATS">CBTJ</a>). These funds provide a buffer of protection that several nervous investors appreciate.
Demand for these types of tools is indicative that the crypto ETF space is maturing. Investors have vanilla trackers like IBIT, exposure-through-equity ETFs like Amplify Transformational Data Sharing ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BLOK#NYSE">BLOK</a>), and now buffered Bitcoin plays to select from.
<h2 class="wp-block-heading">Bottom Line</h2>
IBIT&#8217;s performance can&#8217;t be dismissed. Its high, positive weighted alpha of 89.3 (per Barchart) indicates momentum could persist in the near term. And with the stars finally aligning — tech mania, dovish Fed, regulatory tailwinds, and corporate adoption — Bitcoin ETFs are receiving more institutional shine than ever.
The question now isn&#8217;t so much if Bitcoin belongs in a portfolio, but rather what type of exposure is suitable for your risk profile.
Read Next: 
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<li><a href="https://www.benzinga.com/crypto/25/07/46291817/blackrocks-bitcoin-etf-just-overtook-michael-saylors-mstr-now-holds-nearly-700000-btc">BlackRock&#8217;s Bitcoin ETF Just Overtook Michael Saylor&#8217;s MSTR — Now Holds Nearly 700,000 BTC</a></li>
</ul>
Photo: Shutterstock

Coverage of Bitcoin, Etherum, Ripple and all the latest digital currencies.

Cryptocurrency

Sector ETFs

ETFs

BLOK

Calamos ETF Trust Calamos Bitcoin Structured Alt Protection ETF - January

CBOJ

Calamos ETF Trust Calamos Bitcoin 80 Series Structured Alt Protection ETF - January

CBTJ

Calamos ETF Trust Calamos Bitcoin 90 Series Structured Alt Protection ETF - January

CBXJ

The Bitcoin ETF Boom Is Here — But Is It Built To Last?

Marvell Technology (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) stock has plunged 34% year-to-date, lagging behind the Nasdaq 100 Index, which Marvell is a part of, by nearly 9% during the period. The index&#8217;s gain reflects the upside of key constituents such as Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Microsoft (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), Apple (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) and other Big Tech giants, including Broadcom (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>).
<h2 class="wp-block-heading">Why Is Marvell Technology Stock Falling In 2025?</h2>
In February, Bank of America Securities analyst Vivek Arya highlighted that Application-Specific Integrated Circuits (ASICs) are winning over a 10%-15% share of the overall accelerator market, despite Graphics Processing Units (GPUs) commanding over an 80% share, courtesy of AI compute and networking demand.
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/tech/25/06/45978623/marvell-launches-new-power-regulator-and-2nm-memory-chips-to-boost-ai-cloud-efficiency" rel="noreferrer noopener">Marvell Launches New Power Regulator And 2nm Memory Chips To Boost AI, Cloud Efficiency</a>
This indicates Marvell&#8217;s relatively lower Total Addressable Market as an ASIC vendor.
ASIC vendor Marvell competes directly with Broadcom in areas like data center infrastructure and custom AI chips. Broadcom has surged 18% year-to-date.
Known for its GPUs, Nvidia is a <a href="https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/06/45845825/ai-momentum-powers-nvidia-arm-and-chip-supply-chain-in-bofa-recap" target="_blank" rel="noreferrer noopener">strong competitor in</a> the data center market, alongside Advanced Micro Devices (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), with which Marvell also has a presence. Nvidia has gained 24% year-to-date, and AMD has gained 19%.
<h2 class="wp-block-heading">What Analysts Have To Say About Marvell Technology</h2>
On May 30, TD Cowen analysts <a href="https://www.tdsecurities.com/ca/en/ai-infrastructure-reframing-gpu-vs-asic" target="_blank" rel="noreferrer noopener">argued that the</a> traditional debate between traditional GPUs and ASICs is outdated. Instead, they suggest reframing it as merchant versus custom silicon, since modern datacenter GPUs are ASICs optimized for AI workloads.
They emphasized that the decision to build custom silicon or buy merchant chips should be viewed through a &#8220;build versus buy&#8221; ROI framework, with performance being the key driver of internal rate of return (IRR) and production scale potential. TD Cowen&#8217;s custom model compares GenAI hardware investments by evaluating their revenue potential against cost and performance trade-offs.
The firm expected merchant and custom accelerators to coexist, with hyperscalers balancing risk and reward across both approaches. However, they note that custom silicon faces binary outcomes—either it outperforms and scales or fails to justify further investment. While custom chips may grow to 15% of a projected $334 billion accelerator market by 2030, merchant platforms will likely remain dominant, growing from a larger base at a steady 18% CAGR.
Ultimately, TD Cowen concludes that performance, not generality or specialization, will determine which chips succeed, and every new generation will face a fresh round of ROI scrutiny.
On May 8, JPMorgan analyst Harlan Sur <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46226183/marvell-technology-could-be-on-the-brink-of-a-dramatic-comeback" rel="noreferrer noopener">reaffirmed his confidence</a> in Marvell citing its ongoing AI chip projects with Microsoft (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) and Amazon.com (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), noting no signs of disruption and reiterating his $4 billion AI revenue estimate for 2025, driven by strong growth in custom AI chips and networking.
Following Marvell&#8217;s Custom AI Investor Event on June 17, Needham and JPMorgan analysts highlighted Marvell&#8217;s increased 2028 Data Center TAM forecast to $94 billion, up from $75 billion. They emphasized the Custom XPU segment, which is expected to grow at a 90% CAGR through 2028, outpacing the broader market.
<h2 class="wp-block-heading">Additional Macroeconomic Tailwinds</h2>
Marvell is poised to benefit from recent <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46324642/arm-rides-ai-boom-and-outperforming-market" rel="noreferrer noopener">U.S. policy changes</a> supporting the semiconductor industry.
Donald Trump&#8217;s &#8220;Big Beautiful Bill&#8221; boosts the semiconductor investment tax credit from 25% to 30% through 2026, encouraging chipmakers to expand domestic production. This expansion could increase demand for Marvell&#8217;s custom chips and networking technologies.
Price Action:&nbsp;MRVL stock was trading lower by 0.80% to $72.77 at last check Friday.
Read Next:
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<li><a href="https://www.benzinga.com/markets/tech/25/07/46365117/goldman-bets-on-ai-developer-to-boost-productivity-could-this-be-the-future-of-wall-street-jobs" target="_blank" rel="noreferrer noopener">Goldman Bets On AI Developer To Boost Productivity—Could This Be The Future Of Wall Street Jobs?</a></li>
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Photo: Shutterstock

MRVL

Marvell Trails Big Tech In 2025—Is Its Custom AI Chip Strategy The Turnaround Investors Are Waiting For?

With over $350 billion already funneled into artificial intelligence infrastructure, Goldman Sachs says the next phase of chip investing hinges on performance, cost-efficiency, and software breadth, setting the stage for new market leaders <a href="https://www.benzinga.com/topic/expert-ideas">and fresh laggards.</a>
Goldman Sachs analyst James Schneider sees the AI investment cycle transitioning from blind spending to early monetization, driving both opportunities and shakeouts across the semiconductor space.
In a new note shared Friday, Goldman rated seven top semiconductor stocks and introduced a &#8220;barbell&#8221; investing strategy: buy two types of companies. First, the performance leaders with strong software ecosystems. Second, the low-cost chipmakers helping companies run AI at scale.
"Although monetization has been elusive, we see early signs of incremental revenue and much clearer evidence of cost takeout to justify these investments," Schneider said.
Four stocks earned a Buy rating: Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Broadcom Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), Cadence Design Systems Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CDNS#NASDAQ">CDNS</a>) and Synopsys Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SNPS#NASDAQ">SNPS</a>). Goldman is Neutral on Advanced Micro Devices Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), Arm Holdings PLC (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARM#NASDAQ">ARM</a>) and Marvell Technology Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>). 
<h3 class="wp-block-heading">Nvidia And Broadcom Are Still The Big AI Bets</h3>
Goldman sees Nvidia as the primary beneficiary of the ongoing AI buildout. Despite talk of &#8220;peak AI&#8221; and rising competition from custom chips, Nvidia's strong product lineup, broad customer base and early signs of AI revenue give it the edge. Goldman set a $185 price target on the stock, or 12% above current market prices.
Broadcom is also a top pick. Goldman expects AI-related revenue to make up more than 40% of its total by 2026. Its strength in custom silicon for cloud giants and a solid software business make it one of the most reliable names in the space. Price target: $315, implying a 15% surge from current levels. 
"We believe the company will leverage its leadership in enterprise networking silicon to drive outsized share in custom silicon for hyperscalers," Schneider said about Broadcom. 
<h3 class="wp-block-heading">The Quiet Power Of Cadence And Synopsys</h3>
Chip design is getting more complex, and that's where software firms like Cadence and Synopsys come in.
Cadence, with a $380 price target, is gaining from the rise in custom chip development. More companies are designing their own AI chips, and Cadence provides the tools they need.
Synopsys, targeted at $620, is a key player in physical chip design. Its customer base is growing fast, and Goldman sees big upside—especially if its acquisition of Ansys goes through as planned.
<h3 class="wp-block-heading">AMD, Arm, Marvell: Neutral For Now</h3>
Goldman is cautious on AMD, Arm and Marvell. While all three are involved in AI, they don't offer the same upside potential right now.
&#8220;Our ratings reflect a more negative risk/reward skew on these companies' shares from current levels, or areas where we see additional downside risk to fundamentals," Schneider said.
AMD is in the AI race but faces tough competition from Nvidia and others. Arm has potential, but its growth depends on how widely its chip architecture spreads outside of smartphones. Marvell has AI exposure, but Goldman doesn't see enough upside right now to recommend buying.
<h3 class="wp-block-heading">AI Is Already Saving Money—and That's Just the Start</h3>
Goldman says the first wave of AI tools is already helping companies cut costs—especially by reducing headcount. The firm estimates these tools could save Fortune 500 companies about $935 billion by 2030. That cash could then fuel more investment in AI that actually drives revenue.
Right now, real monetization is limited. Most AI tools still aren&#8217;t making serious money. But social media platforms are showing more engagement and better ad conversions. E-commerce is improving through smarter recommendation engines. That's the start of what could be a major return cycle.
<h3 class="wp-block-heading">Key AI Trends To Watch</h3>
Goldman laid out five major themes for the chip sector in the next 12 to 24 months:
<ol class="wp-block-list">
<li>AI spending is shifting from hype to real returns</li>
<li>Inventory cycles and demand mismatches will matter more</li>
<li>Geopolitical risks could reshape supply chains</li>
<li>The battle between chip architectures—x86, ARM, RISC-V—is heating up</li>
<li>Companies must decide between standard chips or building custom ones</li>
</ol>
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Goldman Sachs: 4 Must-Buy Chip Stocks, And A Few You Should Forget

In today's rapidly changing and fiercely competitive business landscape, it is vital for investors and industry enthusiasts to carefully evaluate companies. In this article, we will perform a comprehensive industry comparison, evaluating NVIDIA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) against its key competitors in the Semiconductors &amp; Semiconductor Equipment industry. By analyzing important financial metrics, market position, and growth prospects, we aim to provide valuable insights for investors and shed light on company's performance within the industry.
<h3>NVIDIA Background</h3>
Nvidia is a leading developer of graphics processing units. Traditionally, GPUs were used to enhance the experience on computing platforms, most notably in gaming applications on PCs. GPU use cases have since emerged as important semiconductors used in artificial intelligence. Nvidia not only offers AI GPUs, but also a software platform, Cuda, used for AI model development and training. Nvidia is also expanding its data center networking solutions, helping to tie GPUs together to handle complex workloads.
<table>
<thead>
<tr>
<th>Company</th>
<th>P/E</th>
<th>P/B</th>
<th>P/S</th>
<th>ROE</th>
<th>EBITDA (in billions)</th>
<th>Gross Profit (in billions)</th>
<th>Revenue Growth</th>
</tr>
</thead>
<tbody>
<tr>
<td>NVIDIA Corp</td>
<td>52.54</td>
<td>47.38</td>
<td>27.13</td>
<td>23.01%</td>
<td>$22.58</td>
<td>$26.67</td>
<td>69.18%</td>
</tr>
<tr>
<td>Broadcom Inc</td>
<td>101.42</td>
<td>18.78</td>
<td>23.52</td>
<td>7.12%</td>
<td>$8.02</td>
<td>$10.2</td>
<td>20.16%</td>
</tr>
<tr>
<td>Taiwan Semiconductor Manufacturing Co Ltd</td>
<td>27.03</td>
<td>7.67</td>
<td>11.14</td>
<td>8.19%</td>
<td>$608.71</td>
<td>$493.4</td>
<td>41.61%</td>
</tr>
<tr>
<td>Advanced Micro Devices Inc</td>
<td>101.03</td>
<td>3.88</td>
<td>8.15</td>
<td>1.23%</td>
<td>$1.59</td>
<td>$3.74</td>
<td>35.9%</td>
</tr>
<tr>
<td>Texas Instruments Inc</td>
<td>40.98</td>
<td>11.98</td>
<td>12.39</td>
<td>7.08%</td>
<td>$1.85</td>
<td>$2.31</td>
<td>11.14%</td>
</tr>
<tr>
<td>Qualcomm Inc</td>
<td>16.26</td>
<td>6.31</td>
<td>4.24</td>
<td>10.3%</td>
<td>$3.67</td>
<td>$6.04</td>
<td>16.93%</td>
</tr>
<tr>
<td>ARM Holdings PLC</td>
<td>197.36</td>
<td>22.93</td>
<td>39.27</td>
<td>3.17%</td>
<td>$0.46</td>
<td>$1.21</td>
<td>33.73%</td>
</tr>
<tr>
<td>Micron Technology Inc</td>
<td>22.03</td>
<td>2.70</td>
<td>4.09</td>
<td>3.79%</td>
<td>$4.33</td>
<td>$3.51</td>
<td>36.56%</td>
</tr>
<tr>
<td>Analog Devices Inc</td>
<td>65.96</td>
<td>3.44</td>
<td>12.33</td>
<td>1.63%</td>
<td>$1.2</td>
<td>$1.61</td>
<td>22.28%</td>
</tr>
<tr>
<td>Monolithic Power Systems Inc</td>
<td>20.04</td>
<td>11.01</td>
<td>15.30</td>
<td>4.17%</td>
<td>$0.18</td>
<td>$0.35</td>
<td>39.24%</td>
</tr>
<tr>
<td>STMicroelectronics NV</td>
<td>27.09</td>
<td>1.61</td>
<td>2.43</td>
<td>0.32%</td>
<td>$0.51</td>
<td>$0.84</td>
<td>-27.36%</td>
</tr>
<tr>
<td>ON Semiconductor Corp</td>
<td>40.12</td>
<td>3.01</td>
<td>3.72</td>
<td>-5.78%</td>
<td>$-0.37</td>
<td>$0.29</td>
<td>-22.39%</td>
</tr>
<tr>
<td>ASE Technology Holding Co Ltd</td>
<td>19.91</td>
<td>2.10</td>
<td>1.09</td>
<td>2.39%</td>
<td>$27.16</td>
<td>$24.89</td>
<td>11.56%</td>
</tr>
<tr>
<td>United Microelectronics Corp</td>
<td>12.01</td>
<td>1.44</td>
<td>2.35</td>
<td>2.06%</td>
<td>$23.86</td>
<td>$15.45</td>
<td>5.91%</td>
</tr>
<tr>
<td>First Solar Inc</td>
<td>14.10</td>
<td>2.17</td>
<td>4.19</td>
<td>2.59%</td>
<td>$0.35</td>
<td>$0.34</td>
<td>6.35%</td>
</tr>
<tr>
<td>Credo Technology Group Holding Ltd</td>
<td>336.52</td>
<td>24.58</td>
<td>40.48</td>
<td>5.63%</td>
<td>$0.04</td>
<td>$0.11</td>
<td>179.73%</td>
</tr>
<tr>
<td>Skyworks Solutions Inc</td>
<td>30.32</td>
<td>1.96</td>
<td>3.16</td>
<td>1.11%</td>
<td>$0.22</td>
<td>$0.39</td>
<td>-8.87%</td>
</tr>
<tr>
<td>Qorvo Inc</td>
<td>154.97</td>
<td>2.46</td>
<td>2.31</td>
<td>0.93%</td>
<td>$0.11</td>
<td>$0.37</td>
<td>-7.6%</td>
</tr>
<tr>
<td>Lattice Semiconductor Corp</td>
<td>145.38</td>
<td>10.45</td>
<td>15.21</td>
<td>0.71%</td>
<td>$0.02</td>
<td>$0.08</td>
<td>-14.68%</td>
</tr>
<tr>
<td>Universal Display Corp</td>
<td>32.68</td>
<td>4.50</td>
<td>11.55</td>
<td>3.93%</td>
<td>$0.08</td>
<td>$0.13</td>
<td>0.62%</td>
</tr>
<tr>
<td>Average</td>
<td>73.96</td>
<td>7.53</td>
<td>11.42</td>
<td>3.19%</td>
<td>$35.89</td>
<td>$29.75</td>
<td>20.04%</td>
</tr>
</tbody>
</table>
<style>
 table {
 width: 100%;
 border-collapse: collapse;
 font-family: Arial, sans-serif;
 font-size: 14px;
 }

 th, td {
 padding: 8px;
 text-align: left;
 }

 th {
 background-color: #293a5a;
 color: #fff;
 text-align: left;
 }

 tr:nth-child(even) {
 background-color: #f2f4f8;
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 tr:hover {
 background-color: #e1e4ea;
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 td:nth-child(3), td:nth-child(5) {
 text-align: left;
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 font-weight: bold;
 color: #0d6efd;
 }

 .dividend-frequency {
 font-size: 12px;
 color: #6c757d;
 }
 </style>By conducting an in-depth analysis of NVIDIA, we can identify the following trends: 
<ul>
<li>
At 52.54, the stock's Price to Earnings ratio is 0.71x less than the industry average, suggesting favorable growth potential.
</li>
<li>
It could be trading at a premium in relation to its book value, as indicated by its Price to Book ratio of 47.38 which exceeds the industry average by 6.29x.
</li>
<li>
The Price to Sales ratio of 27.13, which is 2.38x the industry average, suggests the stock could potentially be overvalued in relation to its sales performance compared to its peers.
</li>
<li>
With a Return on Equity (ROE) of 23.01% that is 19.82% above the industry average, it appears that the company exhibits efficient use of equity to generate profits.
</li>
<li>
With lower Earnings Before Interest, Taxes, Depreciation, and Amortization (EBITDA) of $22.58 Billion, which is 0.63x below the industry average, the company may face lower profitability or financial challenges.
</li>
<li>
Compared to its industry, the company has lower gross profit of $26.67 Billion, which indicates 0.9x below the industry average, potentially indicating lower revenue after accounting for production costs.
</li>
<li>
The company is experiencing remarkable revenue growth, with a rate of 69.18%, outperforming the industry average of 20.04%.
</li>
</ul>
<h3>Debt To Equity Ratio</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1752246015_0.png" alt="debt to equity" />
The debt-to-equity (D/E) ratio helps evaluate the capital structure and financial leverage of a company.
Considering the debt-to-equity ratio in industry comparisons allows for a concise evaluation of a company's financial health and risk profile, aiding in informed decision-making.
By analyzing NVIDIA in relation to its top 4 peers based on the Debt-to-Equity ratio, the following insights can be derived:
<ul>
<li>
NVIDIA is in a relatively stronger financial position compared to its top 4 peers, as evidenced by its lower debt-to-equity ratio of 0.12.
</li>
<li>
This implies that the company relies less on debt financing and has a more favorable balance between debt and equity.
</li>
</ul>
<h3>Key Takeaways</h3>
For NVIDIA, the PE ratio is low compared to peers, indicating potential undervaluation. The high PB and PS ratios suggest strong market sentiment and revenue multiples. A high ROE reflects efficient use of shareholder funds. The low EBITDA and gross profit may indicate room for operational improvement. The high revenue growth rate signals strong sales momentum within the industry sector.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Market Analysis: NVIDIA And Competitors In Semiconductors &amp; Semiconductor Equipment Industry

Citron Research Posts On X "Citron Research has followed $NVDA for years, recognizing its AI potential before it became consensus.  Congratulations to Jensen Huang and the entire Nvidia team on making history as the world's first $4 trillion company — an incredible milestone for tech and innovation. ..."

Gorilla Technology Group Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GRRR#NASDAQ">GRRR</a>) delivered a <a target="_blank" href="https://www.benzinga.com/pressreleases/25/07/46364113/gorilla-provides-business-updates" rel="noreferrer noopener">comprehensive business update</a> on Friday, showcasing a robust global pipeline, expanded strategic partnerships, and a strengthened financial foundation.
Gorilla reported 87 active opportunities valued at $5.6 billion and aims to secure $1.3 billion in long-term contracts by mid-2026. Several high-value deals are in the final negotiation or MOU stage, signaling near-term conversions.
Gorilla <a target="_blank" href="https://www.benzinga.com/trading-ideas/movers/25/07/46348352/gorilla-technology-shares-plunge-after-nvidia-fueled-rally-reverses" rel="noreferrer noopener">announced</a> it is now an official solutions provider for NVIDIA Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), enhancing its existing partnership with Hewlett-Packard Enterprise Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HPE#NYSE">HPE</a>).
Also Read: <a target="_blank" href="https://www.benzinga.com/trading-ideas/movers/25/06/46075366/gorilla-technology-grrr-stock-surges-on-agreement-to-acquire-thai-ai-firms" rel="noreferrer noopener">Gorilla Technology (GRRR) Stock Surges On Agreement To Acquire Thai AI Firms</a>
These relationships help strengthen Gorilla&#8217;s position in government infrastructure and smart city deployments by integrating advanced AI capabilities.
In the U.S., Gorilla is pursuing East Coast infrastructure and public safety projects. It also plans to close the acquisition of a U.S.-based AI company this quarter, adding 70 employees to its workforce.
In Southeast Asia, the company is finalizing a landmark education tech deployment in Thailand, impacting over 6.5 million students.
Gorilla&#8217;s &#8220;ONE AMAZON&#8221; program will debut at New York Climate Week in September, with revenue anticipated in the fourth quarter of 2025.
The company&#8217;s TerraStrata platform, managing $3.5 billion in assets, has begun deploying capital into global infrastructure initiatives.
Gorilla recently <a target="_blank" href="https://www.benzinga.com/trading-ideas/movers/25/07/46348352/gorilla-technology-shares-plunge-after-nvidia-fueled-rally-reverses" rel="noreferrer noopener">completed</a> a $105 million equity raise, boosting its cash reserves to $108 million with $16.5 million in low-interest debt.
The financing, designed to reduce dilution, supports the company&#8217;s obligations tied to large-scale government contracts. Additionally, $200 million in secured term sheets and non-dilutive funding remain accessible.
Related ETFs include the Global X Artificial Intelligence &amp; Technology ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AIQ#NASDAQ">AIQ</a>) and the ROBO Global Robotics and Automation Index ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ROBO#NYSE">ROBO</a>).
Price Action: GRRR shares are trading lower by 0.09% to $21.08 at last check Friday.
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ROBO

Gorilla Technology Targets $1.3 Billion In New Contracts By Mid-2026

<ul>
<li>MSTR</li>
<li>CORN</li>
<li>TSLA</li>
<li>GLD</li>
<li>$BTC</li>
<li>NVDA</li>
<li>HOOD</li>
<li>BULL</li>
<li>AMZN</li>
<li>GOOGL</li>
</ul>
Data from <a href="https://swaggystocks.com/dashboard/wallstreetbets/ticker-sentiment">https://swaggystocks.com/dashboard/wallstreetbets/ticker-sentiment</a>
&nbsp;

BULL

CORN

HOOD

MSTR

Top 10 Trending Stocks On WallStreetBets As Of July 11, 2025 (Via Swaggy Stocks)

<a href="https://www.theinformation.com/articles/huawei-ai-chip-redesign-aims-break-nvidias-china-dominance" title="https://www.theinformation.com/articles/huawei-ai-chip-redesign-aims-break-nvidias-china-dominance">https://www.theinformation.com/articles/huawei-ai-chip-redesign-aims-break-nvidias-china-dominance</a>

'Huawei AI Chip Redesign Aims To Break Nvidia's China Dominance' - The Information

XPeng (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XPEV#NYSE">XPEV</a>) <a target="_blank" href="https://www.benzinga.com/pressreleases/25/07/g46361237/xpeng-opens-order-books-for-all-new-smart-coupe-suv-g6-and-smart-premium-suv-g9-in-europe" rel="noreferrer noopener">officially opened orders</a> in Europe on Friday for its fully revamped G6 Ultra Smart Coupe SUV and G9 Ultra Smart Premium SUV, marking its latest move towards AI-driven electric mobility. Both models feature next-generation 800V architecture, super-fast charging, and cutting-edge AI tech, tailored for European consumers.
XPeng built the new G6 and G9 on its full-domain 800V platform, enabling charging from 10% to 80% in just 12 minutes. The G6 peaks at 451 kW, and the G9 at 525 kW, offering WLTP ranges of 535 km and 585 km, respectively.
Both models are powered by the Qilin LFP battery, free of rare earth elements, and deliver strong efficiency, sustainability, and speed.
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/tech/25/06/45903304/xpeng-says-its-new-self-driving-chip-is-3x-more-powerful-than-nvidias-will-power-vw-cars" rel="noreferrer noopener">Xpeng Says Its New Self-Driving Chip Is 3x More Powerful Than Nvidia&#8217;s, Will Power VW Cars</a>
XPeng equipped both models with a 4-3-4 safety structure and ballistic-grade battery protection, built to endure temperatures up to 1,000°C and 80 tons of pressure. The battery&#8217;s lifespan now extends 30% longer than before.
Both models integrate the Qualcomm (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>) Snapdragon 8295 chipset and Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) Orin-X processor, enabling features like automated parking, reverse tracking, and remote summon via smartphone or smart key. Voice control, immersive cockpits, and OTA updates enhance the smart driving experience.
XPeng will showcase the G6 at the Goodwood Festival of Speed (July 10-13, 2025). Orders are now open in France, Germany, Norway, Sweden, Denmark, the Netherlands, Belgium, and Luxembourg, with deliveries starting late summer 2025.
XPeng&#8217;s strong performance underscores its growth trajectory. The company&#8217;s stock has surged over 47% year-to-date. On May 21, the Chinese EV manufacturer reported <a target="_blank" href="https://www.benzinga.com/news/earnings/25/05/45541540/chinas-xpeng-ev-deliveries-jump-330-ceo-cites-margin-improvement-for-7-consecutive-quarters" rel="noreferrer noopener">first-quarter 2025 sales growth</a>, with revenues increasing 141.5% year-on-year to 15.81 billion Chinese yuan ($2.18 billion). This topped the analyst consensus estimate of 16.02 billion Chinese yuan.
Quarterly vehicle deliveries also saw a significant jump of 330.8% year-over-year, reaching 94,008 units. Revenues from vehicle sales rose 159.2% year-over-year to 14.37 billion Chinese yuan ($1.98 billion) due to higher deliveries, and the gross margin improved to 15.6% from 12.9% a year ago, marking its seventh consecutive quarter of increase.
Looking ahead, XPeng projects second-quarter 2025 vehicle deliveries of 102,000-108,000 units, representing a year-over-year surge of 237.7%-257.5%. The company anticipates revenues between 17.5 billion Chinese yuan and 18.7 billion Chinese yuan, exceeding the analyst consensus estimate of 16.85 billion Chinese yuan.
Recent delivery figures further highlight XPeng&#8217;s accelerating momentum. On July 1, XPeng announced a 224% year-over-year increase in <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46189960/tesla-rival-xpeng-records-224-surge-in-june-deliveries-crosses-2024-sales-mark-in-6-months" rel="noreferrer noopener">June deliveries</a>, bringing its first-half 2025 deliveries to 197,189 units, surpassing the total units delivered in the entire year of 2024.
June marked the eighth consecutive month where XPeng delivered over 30,000 units, and the company also achieved a new quarterly record with 103,181 units delivered in the second quarter of 2025. The automaker said that it had expanded into over 40 countries and regions throughout the globe.
Price Action: XPEV shares are trading higher by 0.17% to $17.46 premarket at last check Friday.
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QCOM

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XPeng Brings Ultra Smart, Ultra Fast EVs To Europe

Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) CEO Jensen Huang will meet President Donald Trump at the White House on Thursday, one day before the chip designer&#8217;s head plans to visit China.
What Happened: The high-stakes meeting comes as Nvidia&#8217;s market capitalization <a href="https://www.benzinga.com/markets/tech/25/07/46349588/nvidia-hits-4-trillion-now-worth-more-than-meta-berkshire-hathaway-tesla-combined">closed above $4 trillion for the first time Thursday</a>, making it the world&#8217;s most valuable company and cementing its status as Wall Street&#8217;s most sought-after AI stock.
Details of the Trump-Huang discussions were not immediately available, Reuters reported, citing sources. 
The timing is critical as Huang has openly criticized export restrictions the Trump administration imposed in April that stopped Nvidia from selling its H20 chip <a href="https://www.benzinga.com/tech/25/05/45309175/nvidia-modifies-h20-chip-for-china-after-us-restrictions-block-sales-aims-to-deliver-new-version-by-july-report">designed for the Chinese market</a>. Huang previously called the restrictions &#8220;a springboard to global success&#8221; setback.
Nvidia and the White House did not immediately respond to <a href="http://pro.benzinga.com/" target="_blank" rel="noreferrer noopener">Benzinga</a>'s request for comment.
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Why It Matters: The export curbs cost the artificial intelligence <a href="https://www.benzinga.com/markets/equities/25/07/46268432/steve-jobs-knew-the-chip-was-the-queen-bee-kevin-oleary-says-us-must-let-nvidia-spread-its-hive-convince-every-bee-around-to-make-the-honey">chipmaker $2.5 billion in sales during the first quarter</a>, with Nvidia expecting an $8 billion revenue hit in the second quarter. The company has removed China from its revenue and profit forecasts following the stringent U.S. trade restrictions.
Nvidia&#8217;s $4 trillion valuation surpasses the <a href="https://www.benzinga.com/markets/tech/25/07/46349588/nvidia-hits-4-trillion-now-worth-more-than-meta-berkshire-hathaway-tesla-combined">combined market capitalization</a> of Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) at $1.82 trillion, Berkshire Hathaway Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRK#NYSE">BRK</a>) at $1.03 trillion and Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) at $980 billion.
The meeting underscores the delicate balance between national security concerns and maintaining global market leadership in AI semiconductors. Recent intelligence reports suggest Chinese AI company DeepSeek has found <a href="https://www.benzinga.com/tech/25/05/45309175/nvidia-modifies-h20-chip-for-china-after-us-restrictions-block-sales-aims-to-deliver-new-version-by-july-report">workarounds to access large volumes of Nvidia&#8217;s H100 chips</a> despite export bans.
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Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: Shutterstock

Nvidia CEO Jensen Huang To Meet Trump At White House Ahead Of Crucial China Visit: Report

An investor recently posed a simple but striking question in Reddit&#8217;s <a href="https://www.reddit.com/r/stocks/comments/1ltmuuz/boring_stocks_with_techlike_returns/">r/stocks</a> forum: What are the &#8220;&#8216;boring&#8217; stocks with tech-like returns?&#8221;
&#8220;Everybody is chasing the next AI hype,&#8221; they said, mentioning companies like Palantir (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>), Rocket Lab&nbsp; (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RKLB#NASDAQ">RKLB</a>) and even semiconductors. When someone mentions semiconductors, they typically refer to companies that design or manufacture these chips, like Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Advanced Micro Devices (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), or Intel (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>).&nbsp;
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<h2 class="wp-block-heading">Investors Are Digging Into Industrial, Insurance And Grocery Stocks</h2>
Plenty of Reddit users responded with names most mainstream investors overlook. These weren't meme stocks or hot IPOs, but legacy industrials, auto parts retailers, and HVAC firms.
&#8220;Before the most recent sell-off Berkshire was at 194% in 5 years,&#8221; one investor noted about Berkshire Hathaway (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRK#NYSE">BRK</a>, BRK.B)). &#8220;Sitting at 165% right now. Better than all the Mag 7 except Nvidia and Meta (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>). Boring as hell and doing rock solid.&#8221;
Several mentioned Parker-Hannifin (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PH#NYSE">PH</a>), which <a href="https://www.benzinga.com/insights/news/25/07/46255383/1000-invested-in-parker-hannifin-10-years-ago-would-be-worth-this-much-today">specializes in motion and control technologies</a>. Others highlighted <a href="https://www.benzinga.com/insights/news/25/07/46226856/heres-how-much-100-invested-in-ingersoll-rand-5-years-ago-would-be-worth-today">Ingersoll Rand</a> (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IR#NYSE">IR</a>), <a href="https://www.benzinga.com/insights/analyst-ratings/25/07/46209128/breaking-down-eaton-corp-16-analysts-share-their-views">Eaton Corp.</a> (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ETN#NYSE">ETN</a>), and <a href="https://www.benzinga.com/insights/analyst-ratings/25/07/46210208/breaking-down-trane-technologies-11-analysts-share-their-views">Trane Technologies</a> (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TT#NYSE">TT</a>) as industrials that quietly beat the S&amp;P 500 over long periods.
One user summed up the appeal by asking: &#8220;How many people on the planet took a sh&#x2A;t this morning, and/or turned on the heat or AC?&#8221; The message: boring businesses that keep infrastructure running are everywhere, and often profitable.
Trending: BlackRock is calling 2025 the year of alternative assets. <a href="https://www.benzinga.com/money/masterworks">One firm from NYC has quietly built a group of 60,000+ investors who have all joined in on an alt asset class previously exclusive to billionaires like Bezos and Gates.</a>
Another favorite was Comfort Systems USA (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FIX#NYSE">FIX</a>), which installs HVAC systems. One investor called it &#8220;very well-performing&#8221; and compared it to IES Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/IESC#NASDAQ">IESC</a>), which has <a href="https://www.benzinga.com/insights/news/25/06/46009433/100-invested-in-ies-hldgs-10-years-ago-would-be-worth-this-much-today">outperformed the market</a> over the past 10 years by 32.69% on an annualized basis, producing an average annual return of 43.61%.
Comfort Systems itself has <a href="https://www.benzinga.com/insights/news/25/06/45895599/heres-how-much-you-would-have-made-owning-comfort-systems-usa-stock-in-the-last-5-years">outperformed the market</a> over the past five years by more than 51% on an annualized basis, producing an average annual return of 65.31%.
&#8220;I inherited FIX which had done VERY well,&#8221; one user said. &#8220;But I sold it for very petty and personal reasons lol.&#8221;
Casey's General Stores (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CASY#NASDAQ">CASY</a>), a convenience store chain with more than 2,900 locations, was called out as a quiet outperformer. One Reddit investor wrote: &#8220;It has a better 5-year return than Tesla (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) and it pays a dividend.&#8221;
Fair Isaac Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FICO#NYSE">FICO</a>), the company behind FICO credit scores, was another standout. It has soared 352% over the last five years.
AutoZone (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AZO#NYSE">AZO</a>) and O&#8217;Reilly Automotive (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ORLY#NASDAQ">ORLY</a>) also earned praise for delivering steady gains while operating in a no-glamour sector.
See Also: <a href="https://www.benzinga.com/money/gbr-savings-by-age">If You're Age 35, 50, or 60: Here&#8217;s How Much You Should Have Saved Vs. Invested By Now</a>
<h2 class="wp-block-heading">Canadian And European Names Enter The Chat</h2>
Dollarama, Canada's version of Dollar Tree (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DLTR#NASDAQ">DLTR</a>), has surged over 300% in the past five years. Nutrien, the world&#8217;s top potash supplier, is up 92% over that span.
Some mentioned European companies like Rheinmetall, a German <a href="https://www.benzinga.com/trading-ideas/25/03/44235106/6-defense-stocks-to-watch-after-trump-halts-weapons-shipments-to-ukraine">defense stock</a> up 2,200% in five years. Others nodded to Fairfax Financial, a Canadian insurer with a 500% return in five years.
<h2 class="wp-block-heading">Steady Can Still Win</h2>
While the tech crowd continues to ride waves of speculation, some long-term investors are betting on plumbing, autoparts, fertilizer, and insurance. As one investor in the thread put it, &#8220;Unless we have Armageddon tomorrow, yes, absolutely&#8221; these companies are still worth buying.
Read Next: Over the last five years, the price of gold has increased by approximately 83% — Investors like Bill O&#8217;Reilly and Rudy Giuliani are using this platform to <a href="https://www.benzinga.com/money/american-hartford-gold">create customized gold IRAs to help shield their savings from inflation and economic turbulence.&nbsp;</a>
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'Everybody Is Chasing The Next AI Hype,' Says Investor. But They're Asking: What Are The Boring Stocks With 'Tech-Like Returns?'

Trading in Apple Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) is quiet on Thursday. The stock has <a href="https://www.benzinga.com/markets/tech/25/07/46337313/apple-needs-product-focused-ceo-say-analysts-as-tim-cook-faces-heat-over-ai-failures-and-innovation-slump">not participated</a> in the recent broad market rally. While NVIDIA Corp&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) have soared to all-time highs, Apple has lagged.
But now there&#8217;s a chance Apple could be about to put some downward pressure on the market. This is why it is the Stock of the Day.
Despite its lackluster performance, Apple is still the third-largest stock in the Technology Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLK#NYSE">XLK</a>): Nvidia is 14.88%, Microsoft makes up 14.02%, and Apple is 11.81%. This means that the direction of Apple's stock can still have a significant impact on others within the technology sector.
As you can see on the chart, Apple once again found resistance around the $213 level for the third time since May. The last two times this happened, a meaningful sell-off followed.
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="571" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/10141114/Apple.july2025one-1024x571.png" alt="" class="wp-image-980577" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/10141114/Apple.july2025one-1024x571.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/10141114/Apple.july2025one-300x167.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/10141114/Apple.july2025one-768x428.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/10141114/Apple.july2025one.png 1474w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
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Stocks frequently reverse and sell off after hitting a resistance level.
Resistance is a large group of traders and investors who wish to sell shares at, or close to, the same level. There are enough or more than enough sell orders to fill all of the buy orders. This is why rallies end, or at least pause, when this is reached.
Stocks can sell off of resistance when some traders and investors, who wish to sell, become anxious. They know the buyers will go to whoever is willing to sell them shares at the lowest price.
These anxious sellers worry that another seller will undercut them. As a result, they reduce their offer prices. Other anxious sellers see this and do the same thing. It can turn into a snowball effect that forces the price lower.
There is a good chance that Apple is about to sell off of this resistance for a third time. This could put downward pressure on the technology sector. And that could put downward pressure on the broader market.
Read Next: • <a href="https://www.benzinga.com/news/25/07/46350703/airline-stocks-surge-trump-tariffs-hit-brazil">Airline Stocks Take Off, Trump Hits Brazilian ETF: What&#8217;s Moving Markets Thursday?</a>
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Technicals

Stock Of The Day: Will Apple Bring Tech Sector Down?

Nvidia Corporation (NASDAQ: NVDA) <a href="https://www.benzinga.com/markets/tech/25/07/46326271/nvidia-breaks-4-trillion-barrier-benzinga-poll-predicted-it-first" target="_blank" rel="noopener">became the first company </a>to reach a market capitalization of $4 trillion, with its stock hitting new all-time highs on Wednesday.
Many Nvidia employees and investors have been rejoicing in the stock gains over the last two years, and one of the big winners is a member of Congress.
What Happened: Former House Speaker Nancy Pelosi and her husband, venture capitalist Paul Pelosi, are among the investors who have been adding Nvidia stock and options to their investment portfolios <a href="https://www.benzinga.com/general/education/24/02/37269006/if-you-invested-1-000-in-nvidia-stock-when-nancy-pelosi-and-her-husband-did-heres-how-much-youd" target="_blank" rel="noreferrer noopener">over the last year.</a>
As a member of Congress, Nancy Pelosi has to disclose the trades made by<a href="https://www.benzinga.com/gov-trades/members/nancy-pelosi" target="_blank" rel="noreferrer noopener">&nbsp;herself and her husband</a>. In a Dec. 23, 2023 disclosure, the former Speaker of the House reported a purchase made before the Christmas holiday.
The purchase was made on Nov. 22, 2023, for 50 call options in Nvidia, with a $120 strike price and an expiration date of Dec. 20, 2024.
The disclosure listed the purchase price range of $1 million to $5 million. Unusual Whales&nbsp;<a href="https://x.com/unusual_whales/status/1754584024562249916" target="_blank" rel="noreferrer noopener">pinned&nbsp;</a>the purchase to a price of $1.8 million.
Nvidia shares traded between $476.90 and $503.35 on Nov. 22, 2023, when the purchase was made. The call options would have been purchased for around $360 each.
Nvidia conducted a 10-for-1 split in June 2024, which resulted in 500 call options with a $12 strike price and an expiration date of Dec. 20, 2024.
The Pelosis exercised the call options to buy 50,000 Nvidia shares in December 2024.
Today, the 50,000 Nvidia shares are worth $8,205,000.
The Pelosis spent an estimated $1.8 million on the options and $600,000 on the shares bought when exercising the options, for a total of $2.4 million. This would mean the Nvidia purchase is up $5,805,000 for the Pelosis.
The options trade isn&#8217;t the only one&nbsp;the Pelosis made over&nbsp;<a href="https://www.benzinga.com/markets/24/07/40077621/nancy-pelosi-loads-up-on-more-nvidia-shares-sells-part-of-microsoft-stake-before-q4-earnings" target="_blank" rel="noreferrer noopener">the last year</a>. The former House Speaker also disclosed buying 10,000 NVDA shares on June 26, valued at $1 million to $5 million, and 10,000 NVDA shares on July 26,&nbsp;valued at $1 million to $5 million.
Here&#8217;s a look at those two purchases based on the intraday highs for Nvidia stock.
<ul class="wp-block-list">
<li>June 26: 10,000 shares, $128.12 per share, purchase price $1,281,200, now worth $1,641,000</li>
<li>July 26: 10,000 shares, $116.20 per share, purchase price $1,162,000, now worth $1,641,000</li>
</ul>
Pelosi disclosed selling 10,000 Nvidia shares in December, worth $1 million to $5 million.
Did You Know?
<ul class="wp-block-list">
<li>Congress Is Making Huge Investments. <a href="https://www.benzinga.com/gov-trades/?utm_source=BZprocontent071025">Get Tips On What They Bought And Sold With Our Easy-to-Use Tool</a></li>
</ul>
Missed Profits?:&nbsp;While the Pelosis are now up over $5 million from their purchases of Nvidia stock and options over the last year, they could have been sitting on more profits if they hadn&#8217;t sold shares back in July 2022.
The sale happened after a disclosure of buying Nvidia shares ahead of the CHIPS Act, introduced to boost the U.S. semiconductor industry, drew scrutiny and increased attention.
In a filing, Pelosi reported selling 25,000 Nvidia shares at an average price point of $165.05. The total sale was valued at $4,126,250. The filing shows that the transaction was at a loss of $341,365.
The 25,000 shares would now be 250,000 shares based on the stock split in 2024. Based on a price of $164.10 for Nvidia shares on Thursday, the 250,000 shares would be worth $41,025,000. This means the Pelosis missed out on potential profits of $36,898,750 from their sale in July 2022.
Nancy Pelosi says she does not share information on congressional activities with her husband. Observers remain skeptical, given the&nbsp;<a href="https://www.benzinga.com/markets/equities/24/01/36768614/tech-giants-nvidia-amd-ibm-microsoft-google-partner-with-us-government-for-ai-research-project" target="_blank" rel="noreferrer noopener">questionable timing</a>&nbsp;of her disclosed trades.
Pelosi's annual salary falls between $174,000 and $197,000 as a senior member of Congress. When she served as Speaker of the House, her annual salary was $223,500.
An&nbsp;<a href="https://www.benzinga.com/markets/penny-stocks/23/02/30768851/want-to-copy-master-trader-nancy-pelosis-investments-theres-an-etf-for-that-here-are-the-hol" target="_blank" rel="noreferrer noopener">ETF to track</a>&nbsp;the stock trading activity of Democrats in Congress, the&nbsp;Unusual Whales Subversive Democratic Trading ETF&nbsp;(BATS:<a class="ticker" href="https://www.benzinga.com/stock/NANC#BATS">NANC</a>),&nbsp;bears the Representative's name in the stock ticker.
Increased calls to ban Congress members and their spouses from trading have also centered on Pelosi, a Democrat. One bill even uses her name as an acronym:<a href="https://www.benzinga.com/politics/25/04/45077654/bill-named-after-nancy-pelosi-could-ban-congress-members-from-trading-stocks-what-you-need-to-know-about-the-pelosi-act" target="_blank" rel="noreferrer noopener">&nbsp;the PELOSI Act.</a>
Read Next: 
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<li><a href="https://www.benzinga.com/25/01/42860759/10-best-stock-traders-in-congress-in-2024-where-do-nancy-pelosi-pete-sessions-susan-collins-marjorie-taylor-greene-rank">Top 10 Stock Traders In Congress For 2024: How Nancy Pelosi, Pete Sessions, Susan Collins, Marjorie Taylor Greene Rank</a></li>
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This article was previously published by Benzinga and has been updated.
Photo: Shutterstock

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