Oracle Option Alert: Fri $145 Calls Sweep (4) near the Ask: 425 vs 4214 OI; Earnings 6/10 After Close [est] 

Oracle Option Alert: Fri $145 Calls Sweep (4) near the Ask: 425 @ $14.735 vs 4214 OI; Earnings 6/10 After Close [est] Ref=$159.71

Oracle (NYSE:ORCL) Azioni

ORACLE CORP

Oracle

Oracle Corporation

NASDAQ

Oracle provides enterprise applications and infrastructure offerings around the world through a variety of flexible IT deployment models, including on-premises, cloud-based, and hybrid. Founded in 1977, Oracle pioneered the first commercial SQL-based relational database management system, which is commonly used for running online transaction processing and data warehousing workloads. Besides database systems, Oracle also sells enterprise resource planning, or ERP, customer relationship management, or CRM, and human capital management, or HCM, applications. Today, Oracle has more than 159,000 full-time employees in over 170 countries.

Nvidia’s AI Lead Is Critical

Equities

News

Markets

CSCO

DELL

NVDA

ORCL

I due colossi tecnologici si schierano in una sfida globale per il dominio dell&#39;intelligenza artificiale. Ecco cosa hanno dichiarato.

Guerra dell&#39;AI: Nvidia e Cisco al fianco degli USA contro la Cina

Oracle stock

Large Cap

Contracts

TRFK

L&#39;integrazione di NVIDIA AI Enterprise su Oracle Cloud Infrastructure apre nuove frontiere. Altro importante accordo a Singapore.

Oracle accelera sull&#39;IA: nuova partnership strategica con NVIDIA

OracleSeptember,9,,2019,Redwood,City, - ,Ca, - ,Usa,-

Earnings

Pre-Market Outlook

Trading Ideas

CIEN

UNFI

Wall Street si prepara ad aprire i battenti. Ecco i titoli che potrebbero fare la differenza nella giornata di contrattazioni.

Titoli in rampa di lancio: 5 azioni da seguire prima dell&#39;apertura di Wall Street

Oracle Corp

Oracle (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) has outperformed the market over the past 5 years by 10.07% on an annualized basis producing an average annual return of 24.2%. Currently, Oracle has a market capitalization of $437.38 billion. 
Buying $100 In ORCL: If an investor had bought $100 of ORCL stock 5 years ago, it would be worth $295.51 today based on a price of $155.97 for ORCL at the time of writing.
<h3>Oracle's Performance Over Last 5 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1748031345_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Here's How Much $100 Invested In Oracle 5 Years Ago Would Be Worth Today

Everybody "knows" that value investing doesn't work anymore. It's in all the headlines.
Investing today is about technology, everyone says. It's about artificial intelligence. It's about quantum computing, about the rebirth of nuclear energy.
Some of this is true, some isn't, but what's really not true is that value investing doesn't work. In fact, it still works better than just about any other investing approach.
The reason people say otherwise is because they've got value all wrong. "Value," they think, is just another word for "cheap." But most cheap stocks are cheap because they're bad investments.
Here's how to invest in value the right way using just two metrics – and beat the markets handily.
<h2 class="wp-block-heading">What People Get Wrong About Value</h2>
There are a couple of problems with the way people define value investing. First, we need to address the fact that the sound of it is boring.  Value investing sounds like a professor with tweed elbow patches smoking a pipe in an old dusty office in some brick and ivy university somewhere up in Vermont or Maine during a snowstorm. It just sounds boring.
Perhaps if we could call it vulture investing, market pillaging, or some other equally interesting name, it would attract more attention.
But then again, since we seem to have a corner on it, do we really want to attract all that much attention?
Second, let's talk about the way people track value. For instance, the Russell Value Index is supposed to represent value. When you compare it, growth has outperformed value for several hundred consecutive years, according to the literature.
That may be a slight exaggeration, but you get the point.
When you examine the Russell 1000 Value index, it's allegedly the bottom half of the Russell 2000 weighted by value components.
The top holdings include Berkshire Hathaway, Cisco Systems, McDonald&#8217;s, Walt Disney, Raytheon, and Caterpillar. These are all great companies.
What they are not is value companies.
<h2 class="wp-block-heading">The Truth About Value</h2>
When we really look at the hard data, the truth is that absolute value never stopped working. When you look at companies that are trading at discounts to asset value, low multiples of the cash produced by the business, and low multiples of liquidation value, which is still one of my favorites, the truth is that they have continued to work and work very well.
The key thing that most people leave out is they will run a list of companies trading below book value and will say, &#8220;Look, these underperformed the market.&#8221; That is, in fact, true.
More than half of those companies are unprofitable and overleveraged, and their products are going completely out of style. You know, they are CD-ROM manufacturers or buggy whip makers in the business of making something we are never going to use again.
Many of the companies that trade below book value, in all honesty, do so for a reason. They are headed for the garbage pile.
<h2 class="wp-block-heading">Making Value Work: Financial Strength</h2>
How do we get rid of those? You have to adjust for a couple of factors:
<ul class="wp-block-list">
<li>You want strength in the financial statements.</li>
<li>You want the ability to survive, and you prefer that they are profitable.</li>
</ul>
Two papers, with several follow-ups, have come out in the last twenty-five years that show us how to do this.
One of these is Joseph Piotrowski&#8217;s publication &#8220;Value Investing: The Use of Historical Financial Statement Information to Separate Winners from Losers.&#8221; The F-score is based on that paper.
Value plus the F-score crush the market. When we add value plus the F-score plus credit scores, I prefer the Altman Z score—then you annihilate the market.
The key variable here is profitability and financial strength.
<h2 class="wp-block-heading">The Missing Factor: Profitability</h2>
The other paper, which very few people seem to have read, is important.
In 2013, an economist, Robert Novy-Marks, published a paper that should have but didn&#8217;t redefine the entire playing field for investing. It is called &#8220;The Other Side of Value: The Gross Profitability Premium.&#8221;
Basically, they found that highly profitable companies outperform, no matter how cheap or expensive they may look. It is a single idea that gross profitability is the missing dimension, the missing factor.
It has found its way into some of the academic models. Novy-Marksed followed up on it with &#8220;Profitability Retrospective: What Have We Learned?&#8221;
This is key because many people today will tell you that quality matters. We have got to buy these quality companies. Everyone has a 16, 17, or 18-factor model that supposedly helps us identify truly high-quality companies.
Novy-Marks has found in both the original 2013 study and the retrospective today that you only need one factor to identify quality. That factor is profitability, which is defined in the original paper as gross profits as a percentage of assets.
The higher that is, the better the company is.
<h2 class="wp-block-heading">Quality Simplified</h2>
It explains all of the excess returns from so-called quality investing. When you ask what exactly we are looking for here, it turns out it all boils down to one simple measure.
You can use an 18-factor model, or you can use just gross profitability as a percent of assets. When you look at the largest cap companies that are in the upper end of the range: Apple (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), Amazon (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), Alphabet (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>), Meta (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>), Walmart (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WMT#NYSE">WMT</a>), Visa (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/V#NYSE">V</a>), Eli Lilly (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LLY#NYSE">LLY</a>), MasterCard (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MA#NYSE">MA</a>), Oracle (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>), Johnson &amp; Johnson (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JNJ#NYSE">JNJ</a>), Procter &amp; Gamble (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PG#NYSE">PG</a>), UnitedHealth (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNH#NYSE">UNH</a>), T-Mobile (NASDAQ: TMUS) &#8211; all of the same companies that would show up if we use that super sophisticated, 18-factor quality model for which you will pay a massive premium to have access to the data – it turns out you can get the same list using just gross profitability.
Gross profitability also explains all of the defensive strategies.
All of the defensive low beta stocks are just highly profitable companies that also are growing their asset base slowly. They are doing very conservative investing. They are not de-worsifying the business. They are not trying to grow at a high rate.
They are just ridiculously profitable companies that are willing to sit in place and do what they are good at and continually pile up profits and cash.
<h2 class="wp-block-heading">Unifying Factor</h2>
Profitability explains quality. It explains the low beta and low volatility phenomena.
Many investors have looked for new ways to define value. Cash flow to price, earnings forecast, intangible adjusted tangible book value, adjust for a lot of different factors in R&amp;D. These are going to "fix" value's alleged shortcomings in a day and age of high technology.
The truth is that all these newer value strategies sneak in profitability as a factor in addition to value. Profitability by itself delivers market-beating returns.
Profitability plus value, whether that is price to book or a different model that works, like enterprise value to earnings before interest and taxes, beats the market even more.
<h2 class="wp-block-heading">Why Value Appears to Have Underperformed</h2>
When we look at the underperformance of "value" since 2007, the truth is that it's because we junked up the value universe. We put a lot of garbage in there. There are many stocks trading below book value that are biotech startup companies. They are below the cash balance on the balance sheet, but they are burning cash at a rapid rate and will soon be out of money. The book value will, in fact, disappear.
There are all these companies that look cheap but are wildly unprofitable. They are burning through money.
Then you have a lot of garbage that came in through the two SPAC movements in 2007 and then again in 2020 when companies that were still basically at the garage stage of existence suddenly went public.
We really junked up the value universe with a lot of garbage.
<h2 class="wp-block-heading">The Foundation of Investment Success</h2>
Profitability is not just another factor but another tool.
It is a foundational tool that unifies multiple styles. It is part of quality, defensive value, and even some growth stocks.
Profitability explains a lot of the strategies that people use without relying on complicated, expensive 18-factor models.
If we take low-volatility companies and buy the most profitable, we are going to outperform the market.
If we just buy the most profitable companies, we are going to outperform the market.
If we buy the most profitable companies that are trading at low multiples of the cash produced by the business, we are going to absolutely crush the markets.
This is not a day trading system or a short-term trading system. It is the single best way to build long-term portfolios that beat the market and produce lasting wealth.
<h2 class="wp-block-heading">The Unified Theory of Investing</h2>
Profitability explains almost everything that happens in the market. If you have a great business, it is wildly profitable.
If you are a quality company with high returns on equity, low leverage, and earning stability, you are a very profitable company.
If you are a defensive company with low volatility and lower beta, all of the outperformance of these strategies is because they are profitable companies that are not reinvesting in the business to rapidly grow the asset base.
You have low-investment, profitable companies. There is your entire defensive strategy.
The underperformance of value investing over the last fifteen years or so is entirely because of the addition of so many unprofitable companies. If we use F-scores and profitability to screen out just the profitable undervalued companies, performance goes through the roof.
<h2 class="wp-block-heading">The Simple Path to Success</h2>
Most people won't do it because it doesn't make you rich by next Tuesday. It is not the absolute most exciting strategy on the planet. What it does is give you a very easy, quick way to uncover opportunities.
Two scores.
That is all you have to check. You can put together a universe of companies that can crush the market.
Basically, no folks, value investing is not dead.
If anything, if you understand that financial strength and profitability are the key to making value investing go from boring to the most exciting thing you can possibly do with your money, value investing is very much alive and still very successful.
<h2 class="wp-block-heading">Want to Trade the Next Reversal? Start Here</h2>
Matt Maley is watching one ultra-liquid ETF that surges when the market pulls back. He's used it time and time again—and this Wednesday at 6 PM ET, he'll be live to show you how to time it with precision. It's perfect for short-term traders looking to get ahead of the next move. Register <a href="https://events2.benzinga.com/matt-maley-webinar-wed-may28-2025-registration/?utm_campaign=webinar052825&amp;utm_adType=sponsorad&amp;utm_ad=RD052725">HERE</a> for this free masterclass now.
Editorial content from our expert contributors is intended to be information for the general public and not individualized investment advice. Editors/contributors are presenting their individual opinions and strategies, which are neither expressly nor impliedly approved or endorsed by Benzinga.
Photo: Shutterstock

Opinion

AAPL

AMZN

GOOGL

TMUS

Value Investing Is Not Dead - It Just Got Smarter

<a href="https://www.ft.com/content/a9cd130f-f6bf-4750-98cc-19d87394e657">https://www.ft.com/content/a9cd130f-f6bf-4750-98cc-19d87394e657</a>

General

Oracle Will Purchase Around 400,000 Of Nvidia's Gb200 Chips

MSFT

'Oracle to buy $40B of Nvidia chips for OpenAI's new US data centre'- Financial Times

OpenAI,&nbsp;Oracle Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>),&nbsp;Nvidia&nbsp;Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Cisco Systems, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>), SoftBank Group (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SFTBF#OTC">SFTBF</a>) (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SFTBY#OTC">SFTBY</a>), and Group 42 Holding announced their <a target="_blank" href="https://www.benzinga.com/topic/project-stargate" rel="noreferrer noopener">partnership to build</a> Stargate UAE on Thursday.
Stargate UAE is a next-generation AI infrastructure cluster that will run in the newly established 5-gigawatt UAE–U.S. AI Campus <a target="_blank" href="https://group.softbank/en/news/press/20250522" rel="noreferrer noopener">in Abu Dhabi</a>.
G42 will build Stargate UAE, a 1-gigawatt compute cluster, and OpenAI and Oracle will operate it.
Also Read: <a target="_blank" href="https://www.benzinga.com/news/earnings/25/05/45389466/softbank-books-3-6-billion-profit-on-arm-bytedance-gains-while-ai-bets-face-trade-policy-hurdles" rel="noreferrer noopener">SoftBank Books $3.6 Billion Profit On Arm, ByteDance Gains While AI Bets Face Trade Policy Hurdles</a>
The collaboration will also include Cisco, offering its zero-trust security and AI-ready connectivity, SoftBank Group, and Nvidia, which will supply the latest Nvidia Grace Blackwell GB300 systems.
The first 200-megawatt AI cluster will likely go live in 2026. Stargate UAE will accelerate scientific discovery and drive innovation across industries ranging from healthcare and energy to finance and transportation, fueling future economic growth and national development.
The full UAE–U.S. AI infrastructure campus, which spans 10 square miles, is the largest such deployment outside the U.S. It will provide 5 gigawatts of AI data center capacity and regional compute resources.
The facility will be powered by nuclear, solar, and natural gas to minimize carbon emissions. It will also house a science park driving innovation, talent development, and sustainable compute infrastructure.
Jensen Huang, founder and CEO of Nvidia, said, &#8220;AI is the most transformative force of our time. With Stargate UAE, we are building the AI infrastructure to power the country&#8217;s bold vision – to empower its people, grow its economy, and shape its future.&#8221;
Chuck Robbins, chair and CEO of Cisco, said, &#8220;Cisco is proud to join Stargate UAE to advance groundbreaking AI innovation in the UAE and around the world. By embedding our secure AI-optimized networking fabric for this international deployment, we&#8217;re building smart, secure and energy-efficient networks that will turn intelligence into impact at global scale.&#8221;
&#8220;By establishing the world&#8217;s first Stargate outside of the U.S. in the UAE, we&#8217;re transforming a bold vision into reality. This is the first major milestone in our OpenAI for Countries initiative, our effort to work with allies and partners to build AI infrastructure around the world. It&#8217;s a step toward ensuring some of this era&#8217;s most important breakthroughs, safer medicines, personalized learning, and modernized energy, can emerge from more places and benefit the world,&#8221; Sam Altman, co-founder and CEO of OpenAI stated.
A <a target="_blank" href="https://www.benzinga.com/media/25/04/44873349/openai-and-softbanks-stargate-considers-major-uk-investment-to-fuel-ai-growth" rel="noreferrer noopener">report in April</a> indicated that Stargate&nbsp;is weighing a&nbsp;future investment in&nbsp;the U.K. to build the global infrastructure needed to support advanced artificial intelligence models.
The&nbsp;OpenAI&nbsp;and&nbsp;SoftBank-backed AI infrastructure joint venture is raising $100 billion in investment in AI infrastructure projects, which could reach $500 billion over the next four years.&nbsp;
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/05/45572996/apple-likely-to-open-llms-integrate-gemini-on-iphone-at-wwdc-analyst" target="_blank" rel="noreferrer noopener">Apple Likely To Open LLMs, Integrate Gemini On iPhone At WWDC: Analyst</a></li>
</ul>
Photo by Gorodenkoff via Shutterstock

Tech

SFTBF

SFTBY

Tech Titans Unite For Stargate UAE In AI Venture

Whales with a lot of money to spend have taken a noticeably bullish stance on Oracle.
Looking at options history for Oracle (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) we detected 8 trades.
If we consider the specifics of each trade, it is accurate to state that 50% of the investors opened trades with bullish expectations and 37% with bearish.
From the overall spotted trades, 4 are puts, for a total amount of $280,120 and 4, calls, for a total amount of $166,695.
<h3>Predicted Price Range</h3>
Taking into account the Volume and Open Interest on these contracts, it appears that whales have been targeting a price range from $65.0 to $170.0 for Oracle over the last 3 months. 
<h3>Volume &amp; Open Interest Development</h3>
Assessing the volume and open interest is a strategic step in options trading. These metrics shed light on the liquidity and investor interest in Oracle's options at specified strike prices. The forthcoming data visualizes the fluctuation in volume and open interest for both calls and puts, linked to Oracle's substantial trades, within a strike price spectrum from $65.0 to $170.0 over the preceding 30 days.
<h3>Oracle Option Volume And Open Interest Over Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1747930136_0.png" alt="Options Call Chart" />
<h3>Noteworthy Options Activity:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>ORCL</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/16/26</td>
<td>$23.4</td>
<td>$23.2</td>
<td>$23.4</td>
<td>$170.00</td>
<td>$93.6K</td>
<td>1.2K</td>
<td align="right">40</td>
</tr>
<tr>
<td>ORCL</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$9.3</td>
<td>$9.25</td>
<td>$9.25</td>
<td>$160.00</td>
<td>$74.0K</td>
<td>3.6K</td>
<td align="right">83</td>
</tr>
<tr>
<td>ORCL</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$9.4</td>
<td>$9.35</td>
<td>$9.4</td>
<td>$155.00</td>
<td>$73.3K</td>
<td>953</td>
<td align="right">81</td>
</tr>
<tr>
<td>ORCL</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/15/27</td>
<td>$95.35</td>
<td>$93.9</td>
<td>$95.35</td>
<td>$65.00</td>
<td>$66.7K</td>
<td>7</td>
<td align="right">7</td>
</tr>
<tr>
<td>ORCL</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$20.5</td>
<td>$20.2</td>
<td>$20.2</td>
<td>$150.00</td>
<td>$40.4K</td>
<td>2.0K</td>
<td align="right">20</td>
</tr>
</tbody>
</table>

<h3>About Oracle</h3>
Oracle provides enterprise applications and infrastructure offerings around the world through a variety of flexible IT deployment models, including on-premises, cloud-based, and hybrid. Founded in 1977, Oracle pioneered the first commercial SQL-based relational database management system, which is commonly used for running online transaction processing and data warehousing workloads. Besides database systems, Oracle also sells enterprise resource planning, or ERP, customer relationship management, or CRM, and human capital management, or HCM, applications. Today, Oracle has more than 159,000 full-time employees in over 170 countries.
Following our analysis of the options activities associated with Oracle, we pivot to a closer look at the company's own performance.
<h3>Where Is Oracle Standing Right Now?</h3>
<ul>
<li>Trading volume stands at 2,331,346, with ORCL's price up by 1.08%, positioned at $158.87.</li>
<li>RSI indicators show the stock to be may be overbought.</li>
<li>Earnings announcement expected in 19 days.</li>
</ul>
<h3>What Analysts Are Saying About Oracle</h3>
1 market experts have recently issued ratings for this stock, with a consensus target price of $130.0.
Turn $1000 into $1270 in just 20 days?
20-year pro options trader reveals his one-line chart technique that shows when to buy and sell. Copy his trades, which have had averaged a 27% profit every 20 days. <a href="https://www.benzinga.com/premium/ideas/options-moneyline-2/?t=Moop1arja3be22op14&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; An analyst from Piper Sandler downgraded its action to Neutral with a price target of $130. 
Trading options involves greater risks but also offers the potential for higher profits. Savvy traders mitigate these risks through ongoing education, strategic trade adjustments, utilizing various indicators, and staying attuned to market dynamics. Keep up with the latest options trades for Oracle with <a href="https://www.benzinga.com/pro/">Benzinga Pro</a> for real-time alerts.

Options

Oracle Unusual Options Activity

<a href="https://openai.com/index/introducing-stargate-uae/" title="https://openai.com/index/introducing-stargate-uae/">https://openai.com/index/introducing-stargate-uae/</a>

Macro Economic Events

Global

Economics

'G42, OpenAI, Oracle, Nvidia, Softbank Group And Cisco Today Announced Their Partnership To Build Stargate UAE' - OpenAI

Bank of America Securities analyst Vivek Arya maintained a Buy rating on Advanced Micro Devices, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) with a <a href="https://www.benzinga.com/quote/AMD/analyst-ratings" target="_blank" rel="noreferrer noopener">price target of $130</a> on Tuesday.
The company benefits from continued Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) CPU share gains in server and PC, a rising tide in AI with higher content from upcoming rack-scale pipeline, along with related Middle East $10 billion multi-year contracts, and cyclical recovery, the analyst noted.
Arya&#8217;s segment analysis shows:
<ul class="wp-block-list">
<li>EPS power of $6.44 and $8.52 in the calendar year 2026 and 2027, or 15% and 20% above the Street consensus</li>
<li>A breadth of ownership across large-cap US active fund managers falling to only ~23% (versus May 2024 peak of 40%+ ownership)</li>
<li>Relative weightage versus SPX of only 0.2 times (versus a peak of 0.8 times year-on-year), as per the analyst&#8217;s BofA strategy data.</li>
</ul>
Valuation at just 20 times and 16 times PE on current calendar year 2026 and 2027 consensus (or 18 times and 13 times PE on Arya&#8217;s EPS power scenario) seems too compelling for a high-quality compute franchise with consistent management execution capable of growing topline 20%+ and adjusted EPS 30%+ for the next few years as per Arya.
Also Read: <a href="https://www.benzinga.com/tech/25/05/45542185/amd-unveils-powerful-new-ai-gaming-chips-at-computex-to-challenge-nvidia" target="_blank" rel="noreferrer noopener">AMD Unveils Powerful New AI, Gaming Chips At Computex To Challenge Nvidia</a>
The analyst also flagged AMD&#8217;s recent $6 billion addition to its buyback program.
Even though Arya expects Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) (80%+ share) and custom chips (10-15% share) to dominate, he noted AMD could be a credible 3%-4% share of the over $300 billion-$400 billion TAM in AI accelerator.
He said many customers have significant internal workloads and compute requirements for internal teams, and AMD can play an essential role.
Arya noted that the company&#8217;s recent acquisitions of rack-scale systems and improved software position it well, and it has received several public recognitions at Oracle Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>), xAI, and others.
He expects AMD to showcase an impressive set of partners and AI pipeline across accelerators, systems, software, CPU, and networking at its upcoming June 12 AI event.
Overall, Arya noted potential upside in each of the following end markets Data Center CPU, Data Center GPU, Client/PC CPU, Gaming Consoles, and Embedded for an aggregate sales upside of ~$6.6 billion by calendar year 2027.
Price Action:&nbsp;AMD stock traded higher by 1.76% to $115.46 at Wednesday&#8217;s last check.
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Image: Shutterstock

Price Target

Reiteration

Analyst Ratings

INTC

AMD Could See EPS Upside By 2027 Despite Nvidia's Over 80% Market Share: Analyst

OpenAI&#8216;s Texas-based data center has reportedly secured an additional $11.6 billion in funding.
What Happened: The funding, a combination&nbsp;of debt and equity, would be used to expand the data center from two to eight buildings.&nbsp;According to Crusoe, this will bring the project&#8217;s total funding to $15 billion. Both Crusoe and the investment firm Blue Owl Capital are participating in the latest funding round, according to a report by&nbsp;<a href="https://www.wsj.com/tech/ai/openai-data-center-funding-microsoft-75e879b6">The Wall Street Journal</a>&nbsp;on Wednesday.
Set to be completed next year, the data center will be OpenAI&#8217;s largest, housing up to 50,000 Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) Blackwell chips per building for training large language models.
The development of this site in the city of Abilene is a crucial&nbsp;step in minimizing OpenAI's reliance&nbsp;on&nbsp;Microsoft Corp.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>). OpenAI had previously relied exclusively on Microsoft for its computing power. However, last spring, OpenAI struck a deal with&nbsp;Oracle&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NASDAQ">ORCL</a>) to use the Abilene site&nbsp;after Microsoft gave its approval.
OpenAI did not immediately respond to Benzinga&#8217;s request for comment.
SEE ALSO:&nbsp;<a href="https://benzinga.com/markets/cryptocurrency/25/05/45533976/mr-wonderful-kevin-o-leary-says-elizabeth-warren-taking-an-un-american-position-by-challen" target="_blank" rel="noreferrer noopener">Mr Wonderful Kevin O&#8217;Leary Says Elizabeth Warren Taking An &#8216;Un American&#8217; Position By Challenging Crypto Law: &#8216;Bill Has Nothing To Do With Trump&#8217;</a>
Why It Matters:&nbsp;This development comes in the wake of OpenAI&#8217;s ongoing efforts to reduce its dependence on Microsoft. Earlier this month, OpenAI had <a href="https://www.benzinga.com/25/05/45244190/microsoft-faces-fresh-revenue-hit-as-openai-plans-to-reduce-payouts-by-2030-report">plans to cut</a> the share of revenue it pays to Microsoft by at least half by the end of the decade.
Moreover, another report suggested that the ChatGPT-maker was in <a href="https://www.benzinga.com/25/05/45340216/openais-ipo-ambitions-hang-in-the-balance-as-microsoft-negotiates-equity-report">high-stakes</a> negotiations with Microsoft to revise the terms of their multibillion-dollar partnership, with a key point of contention being the equity Microsoft would receive in the restructured OpenAI entity.
OpenAI plans to develop its own data center network as part of a long-term strategy. Earlier this year, CEO Sam Altman also announced a $500 billion infrastructure project called Stargate, in partnership with SoftBank and Oracle.
The new funding and expansion of the Texas data center signify a critical step in OpenAI&#8217;s strategic move towards self-reliance and its ambitious long-term infrastructure project, Stargate.
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<li>READ MORE:&nbsp;<a href="https://benzinga.com/25/05/45532747/a-completely-man-made-crisis-fox-news-host-comments-on-walmarts-price-hikes-due-to-trumps-tariffs" target="_blank" rel="noreferrer noopener">&#8216;A Completely Man-Made Crisis&#8217;—Fox News Host Comments On Walmart&#8217;s Price Hikes Due To Trump&#8217;s Tariffs</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.

Sam Altman's OpenAI Raises $11.6 Billion For Texas Data Center As It Moves To Reduce Reliance On Microsoft: Report

In the current market session, Oracle Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) stock price is at $159.49, after a 0.09% drop. However, over the past month, the company's stock went up by 25.35%, and in the past year, by 28.00%. Shareholders might be interested in knowing whether the stock is overvalued, even if the company is not performing up to par in the current session. 

<img src="https://www.benzinga.com/files/images/story/2025/1747753242_0.png" alt="Past Year Chart" />

<h3>A Look at Oracle P/E Relative to Its Competitors</h3>
The P/E ratio is used by long-term shareholders to assess the company's market performance against aggregate market data, historical earnings, and the industry at large. A lower P/E could indicate that shareholders do not expect the stock to perform better in the future or it could mean that the company is undervalued. 
Compared to the aggregate P/E ratio of the 75.1 in the Software industry, Oracle Inc. has a lower P/E ratio of 37.47. Shareholders might be inclined to think that the stock might perform worse than it's industry peers. It's also possible that the stock is undervalued. 

<img src="https://www.benzinga.com/files/images/story/2025/1747753242_1.png" alt="Guage" />

In conclusion, the price-to-earnings ratio is a useful metric for analyzing a company's market performance, but it has its limitations. While a lower P/E can indicate that a company is undervalued, it can also suggest that shareholders do not expect future growth. Additionally, the P/E ratio should not be used in isolation, as other factors such as industry trends and business cycles can also impact a company's stock price. Therefore, investors should use the P/E ratio in conjunction with other financial metrics and qualitative analysis to make informed investment decisions.

Intraday Update

A Look Into Oracle Inc's Price Over Earnings

<ul>
<li>Red Hat OpenShift generally available on Oracle Cloud Infrastructure (OCI)</li>
<li>Oracle Cloud Infrastructure adds Red Hat OpenShift support for Dedicated Regions and Oracle Government Cloud Regions and OpenShift on Compute Cloud@Customer</li>
<li>Red Hat OpenShift now compatible with many Oracle software applications</li>
</ul>
Red Hat, the world's leading provider of open source solutions, and Oracle today announced an expanded collaboration to break down barriers to hybrid cloud adoption. This latest joint effort delivers a more consistent, cloud-native foundation that is critical for next-generation workloads including AI by bringing Red Hat Enterprise Linux and Red Hat OpenShift support to more deployment options on <a href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.oracle.com%2Fcloud%2F&amp;esheet=54257230&amp;newsitemid=20250520218168&amp;lan=en-US&amp;anchor=Oracle+Cloud+Infrastructure&amp;index=1&amp;md5=764144fcdc5688b6556332dff40e38b7">Oracle Cloud Infrastructure</a> (OCI), including government, sovereign, and distributed cloud services.

Red Hat And Oracle Announce Expanded Collaboration To Break Down Barriers To Hybrid Cloud Adoption; Red Hat OpenShift Now Compatible With Many Oracle Software Applications

Oracle Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) co-founder Larry Ellison, one of Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) Co-founder Steve Jobs' closest friends, once listed the qualities one would need if they wanted to be like him.
What Happened: Speaking <a href="https://www.youtube.com/watch?v=j-Yk4k2tG4A">to</a> the Wall Street Journal after Jobs' passing, Ellison spoke about the depth of his <a href="https://www.benzinga.com/tech/25/05/45214914/steve-jobs-judged-every-idea-like-a-first-time-customer-expected-instant-clarity-and-was-brutally-direct-when-reviewing-new-ideas-said-ex-apple-engineer-behind-autocorrect">immersion in the creative process</a>, which he credited as the reason behind his success.
"You want to know you're like Steve Jobs? It's very simple," Ellison said. "You are unable to think about anything but these serious problems at work and you just—that's all you can do. And you obsess about it until you solve it. And then you move on to the next thing, and you obsess about that until you solve it. And then you obsess about this until you solve it."
Ellison went on to explain how that mindset, combined with Jobs' rare gifts to create something singular. "That obsessive-compulsive personality combined with this peculiar genius of Steve's—if you have that kind of obsession combined with Picasso's aesthetic and Edison's inventiveness, then you are the next Steve Jobs."
See Also: <a href="https://www.benzinga.com/tech/25/05/45512512/tesla-robotaxi-rival-waymo-announces-california-expansion-as-autonomous-taxi-race-heats-up">Tesla Robotaxi Rival Waymo Announces California Expansion As Autonomous Taxi Race Heats Up</a>
Why It Matters: Beyond Jobs' dedication, Ellison highlighted his <a href="https://www.benzinga.com/news/24/10/41196932/legendary-apple-co-founder-steve-jobs-once-said-being-the-richest-man-in-the-cemetery-doesnt-matter">complete disregard for typical success metrics like wealth or status</a>.
"Apple became the most valuable company on earth and it wasn't even one of Steve's goals," Ellison said. "He wasn't trying to be rich. He wasn't trying to be famous. He wasn't trying to be powerful. He was obsessed with the creative process and building something beautiful."
Other major figures in tech and business have also described Jobs in a similar vein. For example, Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) Co-founder <a href="https://www.benzinga.com/tech/25/05/45283751/bill-gates-called-steve-jobs-genius-in-a-way-you-cant-explain-and-said-i-dont-know-somebody-whos-just-like-him-while-reflecting-on-their-decades-long-collaboration-and-rivalry">Bill Gates called him a &#8220;genius in a way you can't explain.&#8221;</a>
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Photo courtesy: drserg / Shutterstock.com

Larry Ellison Once Said, To Be 'The Next Steve Jobs,' You Need 'That Obsessive Compulsive Personality' Combined With 'Picasso's Aesthetic and Edison's Inventiveness'

A new Republican tax proposal backed by President Donald Trump and Sen. Ted Cruz (R-TX) could give every newborn in the U.S. a head start with a $1,000 investment account.
<h2 class="wp-block-heading">What Are MAGA Accounts?</h2>
The accounts are called &#8220;MAGA Accounts,&#8221; short for &#8220;money account for growth and advancement.&#8221; While the name echoes Trump's famous campaign slogan, the idea came from Cruz, who spent over a year promoting the concept inside the GOP and who initially used the name "Invest America."
"You can call it anything you like,&#8221; Cruz told <a href="https://www.semafor.com/article/05/12/2025/the-new-republican-maga-account-has-a-surprising-architect-ted-cruz">Semafor</a> on Monday. &#8220;What is powerful is enabling every child in America to have an <a href="https://www.benzinga.com/money/best-investment-accounts-for-kids">investment account</a> and a stake in the American free enterprise system.&#8221;
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Under the proposal, the federal government would contribute $1,000 to an account for every baby born between 2025 and 2028. Families, friends, and even employers could contribute up to $5,000 each year. Children wouldn't be able to access the funds until they turn 18, and the money would accumulate interest.
Cruz said the goal is to help more Americans benefit from the <a href="https://www.benzinga.com/general/market-summary/25/05/45399940/warren-buffett-shows-how-patience-pays-98-of-his-160-billion-wealth-came-after-turning-65-thanks-the-power-of-compound-interest">power of compound interest</a> and grow up with a financial stake in the economy. "This will give everyone a stake," he said. &#8220;When every child has invested, it's no longer an abstract idea.&#8221;
<h2 class="wp-block-heading">Trump's Imprint</h2>
The MAGA accounts are part of a much larger piece of legislation dubbed &#8220;THE ONE, BIG, BEAUTIFUL BILL&#8221; — in all capital letters. Trump used the phrase on <a href="https://truthsocial.com/@realDonaldTrump/posts/114495946485549840">Truth Social</a>, writing, &#8220;The Bill is GREAT.&#8221;
Trending: Maker of the $60,000 foldable home has 3 factory buildings, 600+ houses built, and big plans to solve housing — <a href="https://www.benzinga.com/money/boxabl-scaling-fast-from-spacex-orders-to-600-homes-built-this-60k-foldable-home-may-be-the-future-of-housing">this is your last chance to become an investor for $0.80 per share.</a>
The <a href="https://waysandmeans.house.gov/wp-content/uploads/2025/05/SMITMO_017_xml.pdf">bill</a> includes around $4.9 trillion in tax cuts and aims to follow through on Trump's campaign promises. It includes breaks for tipped and overtime workers, retirement-age Americans, and new taxes on private university endowments. It also includes significant cuts to programs like Medicaid, food stamps, and clean energy initiatives.
<h2 class="wp-block-heading">Cruz vs. &#8216;Baby Bonds&#8217;</h2>
Cruz emphasized that the MAGA accounts are different from Democratic &#8220;baby bond&#8221; proposals, which are more restrictive and don't allow private market investments. &#8220;That is just a government program,&#8221; Cruz said. &#8220;This is very much designed to get the next generation to invest in the market.&#8221;
Business leaders appear to be on board. Investor Brad Gerstner told <a href="https://www.youtube.com/watch?v=XpWyUqBYJfA">CNBC</a> on May 5 that companies like Uber (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NYSE">UBER</a>), Dell (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>), Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), and Oracle (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) are already interested in contributing to their employees&#8217; children's accounts. &#8220;You will have an account in the S&amp;P 500 that&#8217;s worth upwards of $50,000 to $60,000. It changes the game by getting everybody. This is the president&#8217;s Main Street agenda.&#8221;
See Also: Maximize saving for your retirement and cut down on taxes: <a href="https://www.benzinga.com/money/wideradvisor-retirement-planning">Schedule your free call with a financial advisor to start your financial journey – no cost, no obligation</a>.&nbsp;
<h2 class="wp-block-heading">What's Next?</h2>
House Speaker Mike Johnson (R-LA) is pushing for passage by Memorial Day. If it clears the House, the Senate is expected to make revisions.
Meanwhile, Democrats have slammed the broader bill, especially the proposed Medicaid cuts. Sen. Dick Durbin (D-IL) told Semafor, "Even a stopped watch is right twice a day,&#8221; giving faint praise to Cruz's MAGA account idea while criticizing the rest of the GOP proposal.
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Image: Shutterstock

Personal Finance

UBER

'The One, Big, Beautiful Bill' Would Create 'MAGA' Savings Accounts—With A $1,000 Gift From The Government At Birth

The U.S. and China agreed to de-escalate their trade war by cutting tariffs by 115 percentage points, bringing U.S. duties on Chinese <a href="https://www.benzinga.com/government/regulations/25/05/45347089/wall-street-rips-higher-as-tariff-truce-halts-us-china-economic-escalation">goods down to 30%.</a>
The announcement sparked a broad-based equity rally, with the S&amp;P 500 climbing back to early March 2025 levels and erasing losses from President Donald Trump's &#8220;<a href="https://www.benzinga.com/government/regulations/25/05/45355655/magnificent-seven-gain-700b-after-us-china-slash-tariffs-gold-crashes-whats-driving-markets-monday">Liberation Day&#8221; tariff shock.</a>
The improved trade outlook also prompted economists to cut recession odds and upgrade U.S. growth forecasts for the second half of the year.
<h3 class="wp-block-heading">S&amp;P 500 Logs 5 Consecutive Winning Sessions</h3>
The SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) closed 5% higher for the week, notching five straight sessions in the green.
Semiconductors kept powering higher. The iShares Semiconductor ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SOXX#NYSE">SOXX</a>) rose nearly 10% on the week, logging its fourth straight week of gains and delivering its best monthly rally since 2020.
Yet, clean energy stocks – as tracked by the Invesco Solar ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TAN#NYSE">TAN</a>) – outshined even chipmakers. Solar names surged after Republicans released a better-than-expected tax proposal <a href="https://www.benzinga.com/top-stories/25/05/45381191/first-solar-eyes-best-2-day-rally-since-2013-after-gop-tax-plan-spares-key-clean-energy-credits">on renewable energy credits.</a> Shares of First Solar Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FSLR#NASDAQ">FSLR</a>) soared 27% for the week, leading the sector.
<h3 class="wp-block-heading">Trump&#8217;s Middle East Blitz Attracts $2 Trillion In Gulf Commitments</h3>
During his Middle East visit, President Trump secured around $2 trillion in trade and investment pledges from Gulf countries.
<a href="https://www.benzinga.com/economics/macro-economic-events/25/05/45390422/trump-unveils-historic-and-transformative-600-billion-saudi-deal-predicts-markets-will-go-a-lot-higher">Saudi Arabia committed $600 billion</a> in deals involving Boeing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>), Oracle Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NASDAQ">ORCL</a>), Advanced Micro Devices Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), Uber Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NASDAQ">UBER</a>), Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>), GE Vernova (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GEV#NYSE">GEV</a>) and Johnson &amp; Johnson (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JNJ#NYSE">JNJ</a>).
<a href="https://www.benzinga.com/government/regulations/25/05/45446924/trump-secures-12-trillion-qatar-deal-as-boeing-ge-land-record-orders">Qatar followed with a $1.2 trillion package</a> focused on energy and infrastructure, inking major contracts with GE Aerospace (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GE#NYSE">GE</a>) and Boeing.
The United Arab Emirates signed a $200 billion deal to import over one million AI chips from Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and other initiatives with Exxon Mobil Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/XOM#NASDAQ">XOM</a>), Qualcomm Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>) and Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>).
<h3 class="wp-block-heading">UNH In Free Fall, Consumer Inflation Concerns Hit 1980s Levels</h3>
Back on Wall Street, one corporate giant is facing deep losses in what's shaping up to be one of the worst crises in its history. UnitedHealth Group Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNH#NYSE">UNH</a>) shares nosedived 27% this week, marking the company&#8217;s worst weekly performance since the 2009 financial crisis and extending a five-week losing streak.
CEO Andrew Witty resigned Tuesday citing "personal reasons," while the company suspended 2025 guidance due <a href="https://www.benzinga.com/25/05/45373368/unitedhealth-stock-plunges-names-new-ceo-suspends-2025-guidance">to surging medical costs</a>. A U.S. Department of Justice criminal probe into alleged fraud in its Medicare Advantage <a href="https://www.benzinga.com/general/health-care/25/05/45426769/unitedhealth-stock-plunges-over-8-in-after-hours-trading-as-doj-criminal-probe-adds-to-turmoil-after-ceo-shake-up">program worsened investor fears.</a>
On the macro front, <a href="https://www.benzinga.com/economics/macro-economic-events/25/05/45374267/inflation-eases-in-april-as-trumps-tariffs-dont-push-prices-higher">April inflation data</a> signaled softening price pressures, but retail sales dropped, reflecting consumer <a href="https://www.benzinga.com/economics/macro-economic-events/25/05/45435725/tariffs-slow-retail-spending-as-producer-prices-post-sharpest-drop-since-2020">caution amid trade uncertainty</a>. Inflation expectations are also heating up again.
The <a href="https://www.benzinga.com/economics/macro-economic-events/25/05/45470155/consumer-sentiment-crashes-to-5-year-lows-as-inflation-fears-reach-1981-levels">University of Michigan's survey</a> showed the weakest sentiment since 2020 as the one-year consumer inflation outlook hit levels last seen in 1981.
<h3 class="wp-block-heading">Chart Of The Week: Year-Ahead Consumer Inflation Expectations Have Never Been This High Since Early &#8217;80s</h3>
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="529" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/16155140/image-213-1024x529.png" alt="" class="wp-image-918486" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/16155140/image-213-1024x529.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/16155140/image-213-300x155.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/16155140/image-213-768x397.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/16155140/image-213-1536x793.png 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/16155140/image-213-2048x1058.png 2048w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
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</ul>
Image created using artificial intelligence via Midjourney.

Sector ETFs

Econ #s

Federal Reserve

ETFs

FSLR

QCOM

iShares PHLX SOX Semiconductor Sector Index Fund

SOXX

US-China Trade Truce, Trump's Middle East Deals Spark Wall Street Rally: This Week In Markets

Investors with a lot of money to spend have taken a bearish stance on Oracle (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>).
And retail traders should know.
We noticed this today when the positions showed up on publicly available options history that we track here at Benzinga.
Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with ORCL, it often means somebody knows something is about to happen.
Today, Benzinga's options scanner spotted 12 options trades for Oracle.
This isn't normal.
The overall sentiment of these big-money traders is split between 25% bullish and 50%, bearish.
Out of all of the options we uncovered, there was 1 put, for a total amount of $39,590, and 11, calls, for a total amount of $1,498,120.
<h3>Projected Price Targets</h3>
Analyzing the Volume and Open Interest in these contracts, it seems that the big players have been eyeing a price window from $110.0 to $230.0 for Oracle during the past quarter. 
<h3>Insights into Volume &amp; Open Interest</h3>
Examining the volume and open interest provides crucial insights into stock research. This information is key in gauging liquidity and interest levels for Oracle's options at certain strike prices. Below, we present a snapshot of the trends in volume and open interest for calls and puts across Oracle's significant trades, within a strike price range of $110.0 to $230.0, over the past month.
<h3>Oracle Option Volume And Open Interest Over Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1747414995_0.png" alt="Options Call Chart" />
<h3>Noteworthy Options Activity:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>ORCL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/16/25</td>
<td>$14.8</td>
<td>$13.85</td>
<td>$14.76</td>
<td>$145.00</td>
<td>$626.2K</td>
<td>4.2K</td>
<td>1.2K</td>
</tr>
<tr>
<td>ORCL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$14.5</td>
<td>$14.45</td>
<td>$14.45</td>
<td>$155.00</td>
<td>$323.9K</td>
<td>519</td>
<td>1.1K</td>
</tr>
<tr>
<td>ORCL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$15.3</td>
<td>$14.45</td>
<td>$14.49</td>
<td>$155.00</td>
<td>$172.0K</td>
<td>519</td>
<td>957</td>
</tr>
<tr>
<td>ORCL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>07/18/25</td>
<td>$10.3</td>
<td>$10.1</td>
<td>$10.3</td>
<td>$160.00</td>
<td>$103.0K</td>
<td>1.4K</td>
<td>100</td>
</tr>
<tr>
<td>ORCL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$14.9</td>
<td>$14.3</td>
<td>$14.43</td>
<td>$155.00</td>
<td>$67.8K</td>
<td>519</td>
<td>62</td>
</tr>
</tbody>
</table>

<h3>About Oracle</h3>
Oracle provides enterprise applications and infrastructure offerings around the world through a variety of flexible IT deployment models, including on-premises, cloud-based, and hybrid. Founded in 1977, Oracle pioneered the first commercial SQL-based relational database management system, which is commonly used for running online transaction processing and data warehousing workloads. Besides database systems, Oracle also sells enterprise resource planning, or ERP, customer relationship management, or CRM, and human capital management, or HCM, applications. Today, Oracle has more than 159,000 full-time employees in over 170 countries.
Having examined the options trading patterns of Oracle, our attention now turns directly to the company. This shift allows us to delve into its present market position and performance
<h3>Present Market Standing of Oracle</h3>
<ul>
<li>With a volume of 2,989,890, the price of ORCL is up 0.13% at $159.61. </li>
<li>RSI indicators hint that the underlying stock may be overbought.</li>
<li>Next earnings are expected to be released in 25 days.</li>
</ul>
<h3>Expert Opinions on Oracle</h3>
In the last month, 1 experts released ratings on this stock with an average target price of $130.0.
Unusual Options Activity Detected: Smart Money on the Move
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&#x2A; An analyst from Piper Sandler downgraded its action to Neutral with a price target of $130. 
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Decoding Oracle's Options Activity: What's the Big Picture?

Oracle Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) on Friday said it is teaming up with Cleveland Clinic and G42 to introduce an artificial intelligence-powered health platform, aiming to redefine <a target="_blank" href="https://www.benzinga.com/pressreleases/25/05/n45464770/oracle-cleveland-clinic-and-g42-announce-strategic-partnership-to-launch-ai-based-global-healthcar" rel="noreferrer noopener">healthcare outcomes and delivery systems</a>. This alliance merges clinical, cloud, and AI expertise to accelerate the transition toward data-driven care models.
The initiative will focus on building an AI-first digital infrastructure to improve global public health systems, starting in the United States and the United Arab Emirates, by harnessing Oracle&#8217;s suite of tools and both partners&#8217; clinical and AI strengths.
Also Read: <a target="_blank" href="https://www.benzinga.com/news/contracts/25/05/45375787/oracle-partners-with-sequre-to-bolster-cybersecurity-for-governments-enterprises" rel="noreferrer noopener">Oracle Partners With seQure To Bolster Cybersecurity For Governments, Enterprises</a>
The platform will integrate Oracle Cloud Infrastructure, Oracle&#8217;s AI Data Platform, and Oracle Health technologies with Cleveland Clinic&#8217;s clinical leadership and G42&#8217;s national-scale AI capabilities.
The company said its goal is to build secure, adaptable, and cost-effective care frameworks that broaden access to advanced treatment, improve diagnostic accuracy, reduce healthcare spending, and offer real-time visibility into public health patterns.
The platform is equipped to process vast volumes of real-world health data and give clinicians decision-making support at the point of care. Through the initiative, the line between research and treatment will blur.
&#8220;Aging populations, rising costs, and the complexity of care demand a complete reinvention of how healthcare is provided,&#8221; said Oracle&#8217;s Executive Chairman and CTO Larry Ellison.
Tom Mihaljevic, Cleveland Clinic CEO, called the venture &#8220;a bold leap forward&#8221; in global care, while Peng Xiao, Group CEO at G42, emphasized the opportunity to build a &#8220;health intelligence fabric.&#8221;
While still governed by a non-binding agreement, the initiative underscores growing momentum in public-private cooperation to reshape healthcare delivery globally.
Price Action: ORCL shares are trading lower by 0.15% to $159.17 at last check on Friday.
Read Next:
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<li><a href="https://www.benzinga.com/government/regulations/25/05/45441791/nvidia-scores-big-as-trump-brokers-major-ai-export-pact-with-uae-and-us-tech-giants" target="_blank" rel="noreferrer noopener">Nvidia Scores Big As Trump Brokers Major AI Export Pact With UAE and US Tech Giants</a></li>
</ul>
Image via Shutterstock

Health Care

Oracle, Cleveland Clinic, G42 Unite To Launch AI-Powered Healthcare Platform

Partnership will build a global AI-powered healthcare platform to deliver more effective, scalable, and affordable care
ABU DHABI, United Arab Emirates, May 16, 2025 /PRNewswire/ -- Oracle Health, Cleveland Clinic, and G42 today announced a strategic partnership to develop a groundbreaking AI-based healthcare delivery platform. This initiative aims to improve patient care and public health management by leveraging AI, nation-scale data analytics, and intelligent clinical applications to create secure, scalable, and accessible care models that positively impact people's health and longevity.
The platform will serve as the foundation for an AI-driven healthcare hub, combining Oracle Cloud Infrastructure, Oracle AI Data Platform, and Oracle Health applications, Cleveland Clinic's world-class clinical expertise, and G42's capabilities in sovereign AI infrastructure, health data integration, and advanced clinical AI models. Designed to meet the evolving needs of global populations, starting with the U.S. and the United Arab Emirates, the platform will deliver secure, scalable, and intelligent healthcare solutions that enhance patient outcomes, enable precision medicine, and support the transition from reactive treatment to proactive wellbeing.

Oracle Health, Cleveland Clinic, And G42 Announce Strategic Partnership To Develop AI-based Healthcare Delivery Platform

The Trump administration forged a preliminary deal with the United Arab Emirates involving importing 500,000 of Nvidia Inc.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) <a target="_blank" href="https://www.benzinga.com/topic/ai-chips" rel="noreferrer noopener">advanced AI chips</a> annually.
The deal was at least through 2027 but could be in place until 2030, Reuters reported on Wednesday, citing unnamed sources familiar with the matter.
Under the deal, 20% of the chips, or 100,000 of them per year, will serve UAE&#8217;s tech firm G42, while the rest would be split among U.S. companies, including Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>)&nbsp;and Oracle Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) that might also seek to build data centers in the UAE.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/05/45417156/nvidia-amd-stocks-climb-as-trump-plans-to-ease-ai-chip-export-rules" rel="noreferrer noopener">Nvidia, AMD And Other Chip Stocks Gain As Trump Plans To Ease AI Chip Export Rules</a>
U.S. President&nbsp;Donald Trump&nbsp;is on a tour of the Gulf region this week and on Tuesday&nbsp;announced a $600 billion investment package&nbsp;from Saudi Arabia. The package includes massive AI infrastructure&nbsp;partnerships with Nvidia, Advanced Micro Devices (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), and Qualcomm&nbsp;Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>).
Saudi Arabia&#8217;s Public Investment Fund subsidiary HUMAIN will <a target="_blank" href="https://www.benzinga.com/news/large-cap/25/05/45414265/nvidia-climbs-on-saudi-ai-investments-analyst-estimates-15-billion-to-20-billion-in-revenue" rel="noreferrer noopener">construct AI factories</a> across Saudi Arabia over the next five years, powered by Nvidia&#8217;s most advanced GPUs.
The factories&#8217; projected total capacity is up to 500 megawatts. HUMAIN will also introduce Saudi Arabia&#8217;s first Nvidia Omniverse Cloud platform.
Bank of America Securities analyst Vivek Arya expects the HUMAIN deals to range between&nbsp;$2 billion and $3 billion annually, likely starting in 2025, with a total of between $15 billion and $20 billion over a multi-year period.&nbsp;
<h2 class="wp-block-heading">NVIDIA Stock Prediction For 2025</h2>
Equity research analysts on and off Wall Street typically use earnings growth and fundamental research as a form of valuation and forecasting. But many in trading turn to technical analysis as a way to form predictive models for share price trajectory.
Some investors look to trends to help forecast where they believe a stock could trade at a certain point in the future. Looking at NVIDIA, an investor could make an assessment about a stock's long term prospects using a moving average and trend line. If they believe a stock will remain above the moving average, which many believe is a bullish signal, they can extrapolate that trend into the future using a trend line. For NVIDIA, the 200-day moving average sits at $125.33, according to <a href="https://pro.benzinga.com/">Benzinga Pro</a>, which is below the current price of $133.04. For more on charts and trend lines, <a href="https://pro.benzinga.com/">see a description here.</a>
Traders believe that when a stock is above its moving average, it is a generally bullish signal, and when it crosses below, it is a more negative signal. Investors could use trend lines to make an educated guess about where a stock could trade at a later date if conditions remain stable.
Price Actions: NVDA stock is down 1.40% at $133.45 at the last check on Thursday.
Read Next:
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<li><a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/05/45424189/nvidia-amazon-tesla-palantir-among-top-beneficiaries-of-1-trillion-saudi-arabia-ai-push-analyst-says" target="_blank" rel="noreferrer noopener">Nvidia, Amazon, Tesla, Palantir Among Top Beneficiaries Of $1 Trillion Saudi Arabia AI Push, Analyst Says</a></li>
</ul>
Photo by epha1st0s via Shutterstock

Government

Regulations

Media

Nvidia Scores Big As Trump Brokers Major AI Export Pact With UAE and US Tech Giants

Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and Advanced Micro Devices, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) stocks gained on Wednesday after reports indicated the Trump Administration plans to&nbsp;repeal the Biden administration&#8217;s <a target="_blank" href="https://www.benzinga.com/topic/ai" rel="noreferrer noopener">artificial intelligence diffusion</a> that created three broad tiers of access for countries seeking AI chips and would have taken effect May 15.
President Trump&#8217;s administration has warned global companies against using Huawei Technologies Ascend AI chips, threatening them with criminal penalties for violating U.S. semiconductor sanctions, Bloomberg <a target="_blank" href="https://www.bloomberg.com/news/articles/2025-05-13/trump-to-rewrite-ai-chip-curbs-reviled-by-nvidia-and-us-allies?sref=TBDibEcD" rel="noreferrer noopener">reported</a> on Wednesday, citing unnamed sources familiar with the matter.
Instead, the U.S. government is drafting its approach and could forge individual deals with countries.
Also Read: <a target="_blank" href="https://www.benzinga.com//node/45414265" rel="noreferrer noopener">Nvidia Climbs On Saudi AI Investments: Analyst Estimates $15 Billion To $20 Billion In Revenue</a>
Huawei has begun delivering AI chip &#8220;clusters&#8221; to clients in China, which it claims to outperform the leading U.S. AI chipmaker, Nvidia, on key metrics such as total computing and memory.
Huawei is boosting production capacity by building its advanced semiconductor production lines, as Chinese companies cut off from Nvidia&#8217;s products are increasing orders.
Reportedly, Trump&#8217;s government is still working on replacement regulations. Trump officials intend to impose curbs on countries that have diverted chips to China, including Malaysia and Thailand.
At the same time, the Commerce Department will continue to enforce existing chip export rules strictly.
The U.S. officially blacklisted Huawei in May 2019 (during President Trump&#8217;s first term), citing national security threats. The Biden administration launched multiple semiconductor sanctions on China, restricting its access to Nvidia and rival semiconductor technologies.
Meanwhile, President&nbsp;Trump&nbsp;<a target="_blank" href="https://www.benzinga.com/economics/macro-economic-events/25/05/45390422/trump-unveils-historic-and-transformative-600-billion-saudi-deal-predicts-markets-will-go-a-lot-higher" rel="noreferrer noopener">showcased Saudi Arabia&#8217;s</a> $600 billion investment commitment in the U.S. on Tuesday, listing a series of multibillion-dollar deals with leading American corporations&nbsp;in tech, defense, and infrastructure.
The company announced multi-billion dollar commercial deals with&nbsp;companies including Amazon.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>),&nbsp;Oracle Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>),&nbsp;and AMD.
Price Actions: NVDA stock is up 3.81% at $134.86 at last check on Wednesday. AMD is up 4.06%.
Read Next:
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<li><a href="https://www.benzinga.com/tech/25/05/45379380/can-corning-broadcom-deal-transform-ais-data-center-future" target="_blank" rel="noreferrer noopener">Can Corning-Broadcom Deal Transform AI&#8217;s Data Center Future?</a></li>
</ul>
Photo via Shutterstock

Movers

Nvidia, AMD And Other Chip Stocks Gain As Trump Plans To Ease AI Chip Export Rules

President Donald Trump on Tuesday unveiled a sweeping $600 billion investment commitment from Saudi Arabia into the United States, calling it a &#8220;golden era&#8221; of U.S.-Middle East economic cooperation and listing a series of multibillion-dollar deals with leading American corporations<a href="https://www.benzinga.com/topic/donald-trump"> in tech, defense and infrastructure.</a>
"From the moment we started, we've seen wealth that just poured and is pouring back into America," Trump said in Riyadh during the U.S.-Saudi Investment Forum.
&#8220;This week, there are multi-billion dollar commercial deals with Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMNZ#NASDAQ">AMNZ</a>), Oracle Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NASDAQ">ORCL</a>), Advanced Micro Devices Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>). They&#8217;re all here. Uber Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NYSE">UBER</a>), Qualcomm Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), Johnson &amp; Johnson (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JNJ#NYSE">JNJ</a>), and many, many more,&#8221; Trump added.
<h3 class="wp-block-heading">Saudi Arabia's $600B Investment Package: What's Inside?</h3>
Trump announced &#8220;the largest set of commercial agreements on record&#8221; between the U.S. and Saudi Arabia, calling it a &#8220;historic and transformative&#8221; leap forward.
 The $600 billion deal includes:
<ul class="wp-block-list">
<li>DataVolt's $20 billion investment in U.S.-based AI data centers and energy infrastructure.</li>
<li>$80 billion joint tech investments by Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>), Oracle Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>), Salesforce Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>), Advanced Micro Devices Inc., Uber Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NYSE">UBER</a>), and DataVolt.</li>
<li>A $14.2 billion energy export package from GE Vernova (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GEV#NYSE">GEV</a>).</li>
<li>A $4.8 billion aircraft deal involving Boeing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>) and Saudi aviation leasing firm AviLease.</li>
<li>A $5.8 billion healthcare investment from Shamekh IV Solutions, including a new Michigan IV fluid plant. </li>
<li>Additionally, infrastructure engineering firms including AECOM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ACM#NYSE">ACM</a>), Parsons Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PSN#NYSE">PSN</a>), Jacobs Solutions Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/J#NYSE">J</a>) and Hill International Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HIL#NYSE">HIL</a>) are delivering $2 billion in U.S. services exports for Saudi megaprojects such as King Salman Park, King Salman International Airport and Qiddiya City.</li>
</ul>
&#8220;Today, the Gulf nations have shown this entire region a path towards safe and orderly societies with improving quality of life, flourishing economic growth, expanding personal freedoms, and increasing responsibilities on the world stage,&#8221; Trump said.
According to the White House fact sheet, new investment funds have been launched jointly between the two nations:
<ul class="wp-block-list">
<li>$4 billion Enfield Sports Global Sports Fund</li>
<li>$5 billion Energy Investment Fund</li>
<li>$5 billion Aerospace and Defense Technology Fund</li>
</ul>
<h3 class="wp-block-heading">Defense Sector Boost: $142 Billion In Arms To Saudis</h3>
Trump said the U.S. has secured $142 billion in military equipment purchases from Saudi Arabia, calling it "the largest ever."
The White House said the package covers five key areas: air force advancement, missile defense, maritime security, border modernization, and information systems. It also includes training for Saudi military personnel and support for defense medical services.
The defense sector — particularly companies like Lockheed Martin Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LMT#NYSE">LMT</a>) and Raytheon Technologies Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RTX#NYSE">RTX</a>) — could attract renewed attention if arms deals are formalized.
<h3 class="wp-block-heading">Healthcare And Industrial Investment Hits Michigan</h3>
Shamekh IV Solutions will invest $5.8 billion, including the development of a high-capacity IV fluid plant in Michigan. 
Trump said: "We've cut our health care costs by 50 to 90%. You're going to see drugs and pharmaceuticals come down at numbers that nobody has ever seen."
<h3 class="wp-block-heading">Trump: &#8216;It's Going To Go A Lot Higher&#8217;</h3>
Reiterating his confidence in the U.S. economy and stock market, Trump said: "Five weeks ago, I told people this is a great time to buy. I got criticized for that. Now they don&#8217;t criticize me anymore. People should have listened. But it&#8217;s going to go a lot higher."
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</ul>
Photo: Shutterstock

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