Super Micro Computer Option Alert: Jan 16 $40 Puts Sweep (8) near the Ask: 722 vs 9452 OI

Super Micro Computer Option Alert: Jan 16 $40 Puts Sweep (8) near the Ask: 722 @ $8.31 vs 9452 OI; Ref=$43.9575

Super Micro Computer Option Alert: Fri $40 Calls at the Bid: 999 vs 25823 OI

Super Micro Computer Option Alert: Fri $40 Calls at the Bid: 999 @ $5.87 vs 25823 OI; Ref=$45.535

Super Micro Computer Azioni (NASDAQ: SMCI)

Super Micro Computer (NASDAQ:SMCI) Azioni

SUPER MICRO COMPUTER INC

Super Micro Computer

Super Micro Computer Inc provides high-performance server technology services to cloud computing, data centers, Big Data, high-performance computing, and the "Internet of Things" embedded markets. Its solutions include server, storage, blade, and workstations to full racks, networking devices, and server management software. The firm follows a modular architectural approach, which provides flexibility to deliver customized solutions. The Company operates in one operating segment that develops and provides high-performance server solutions based upon an innovative, modular, and open-standard architecture. More than half of the firm's revenue is generated in the United States, with the rest coming from Europe, Asia, and other regions.

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Super Micro Computer, Inc. - Common Stock

Super Micro Computer Inc

Digi Power X Inc. ("Digi Power X" or the "Company") (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DGXX#NASDAQ">DGXX</a>, TSXV:<a class="ticker" href="https://www.benzinga.com/stock/DGX#TSXV">DGX</a>), a vertically integrated power infrastructure company focused on developing cutting-edge data centers for high-performance computing, is pleased to announce that US Data Centers, Inc., a wholly owned subsidiary of the Company, has entered into a collaboration with Super Micro Computer, Inc. (NASDAQ:<a href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) to deploy customized B200 GPU rack solutions at the Company's newly developed data center in Alabama.
The collaboration will begin with an initial deployment targeting operational readiness within 120 days, with full test operations expected during Q4 2025. This project lays the foundation for a broader expansion at the Alabama site, with plans to scale up to 22 megawatts (MW) in 2026 and 55MW by 2027.

DGXX

TSXV:DGX

Digi Power X's US Data Centers Collaborates With Super Micro Computer To Deploy Customized B200 GPU Rack Solutions At Newly Developed Data Center In Alabama

A sharp jump in Treasury yields following Wednesday's weak 20-year bond auction triggered a swift market reaction, with several high-growth and tech names plunging between 1:05 p.m. and 2:05 p.m. ET—the exact window 30-year <a href="https://www.benzinga.com/news/treasuries">yields spiked above 5.08%.</a>
Tempus AI Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TEM#NASDAQ">TEM</a>) led the decline, falling 6.9%, followed by Hims &amp; Hers Health Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HIMS#NYSE">HIMS</a>), which dropped 5%, data from <a href="https://www.benzinga.com/pro/?utm_source=BZprocontent&amp;t=be2bearmibe3na1">Benzinga Pro</a> platform shows. 
AI infrastructure firm CoreWeave Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>) slid 4.4%, while Bitcoin-linked Strategy Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>) tumbled 4.3%. 
Trading platform Robinhood Markets Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HOOD#NASDAQ">HOOD</a>) lost 3.7%.
The selloff came as investors repriced risk across equities amid fears of persistently higher rates, sparked by soft demand at the 20-year Treasury auction. 
The bid-to-cover ratio of 2.46 landed near the bottom quartile of the past 50 auctions, with the iShares 20+ Year Treasury Bond ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TLT#NASDAQ">TLT</a>), sliding to a 19-month low.
Notable losers among the 20 movers with at least $10 billion market cap also included Palantir Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NYSE">PLTR</a>), Coinbase Global Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COIN#NASDAQ">COIN</a>) and Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), with declines of 3.1%, 2.9% and 2.7%, respectively. 
Semiconductor names also came under pressure, as ON Semiconductor Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ON#NASDAQ">ON</a>) fell 2.8%, while Super Micro Computer Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) lost 3% during the hour-long selloff. Other high-beta tech stocks such as Credo Technology Group Holding Ltd. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRDO#NASDAQ">CRDO</a>) and Mobileye Global Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MBLY#NASDAQ">MBLY</a>) each dropped over 3%, reflecting broad-based risk aversion triggered by the Treasury market spike. 
The weakness extended into biotech and aerospace sectors as well, with Summit Therapeutics Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMMT#NASDAQ">SMMT</a>) and Rocket Lab USA Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RKLB#NASDAQ">RKLB</a>) down 2.7% and 3.5%, respectively.
<figure class="wp-block-table is-style-stripes"> 
<table class="has-fixed-layout">
<thead>
<tr>
<th>Name</th>
<th>Price</th>
<th>% Change</th>
</tr>
</thead>
<tbody>
<tr>
<td>Tempus AI</td>
<td>$60.39</td>
<td>-6.91%</td>
</tr>
<tr>
<td>Hims &amp; Hers Health</td>
<td>$58.27</td>
<td>-5.00%</td>
</tr>
<tr>
<td>CoreWeave</td>
<td>$104.33</td>
<td>-4.44%</td>
</tr>
<tr>
<td>Strategy</td>
<td>$399.58</td>
<td>-4.15%</td>
</tr>
<tr>
<td>Robinhood Markets</td>
<td>$64.11</td>
<td>-3.73%</td>
</tr>
<tr>
<td>Aurora Innovation</td>
<td>$6.17</td>
<td>-3.60%</td>
</tr>
<tr>
<td>Rocket Lab USA</td>
<td>$25.48</td>
<td>-3.51%</td>
</tr>
<tr>
<td>Credo Technology Group</td>
<td>$60.98</td>
<td>-3.24%</td>
</tr>
<tr>
<td>Mobileye Global</td>
<td>$15.88</td>
<td>-3.23%</td>
</tr>
<tr>
<td>Astera Labs Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ALAB#NASDAQ">ALAB</a>)</td>
<td>$92.15</td>
<td>-3.21%</td>
</tr>
<tr>
<td>ServiceTitan Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TTAN#NASDAQ">TTAN</a>)</td>
<td>$123.13</td>
<td>-3.07%</td>
</tr>
<tr>
<td>Palantir Technologies</td>
<td>$122.40</td>
<td>-3.05%</td>
</tr>
<tr>
<td>Super Micro Computer</td>
<td>$42.16</td>
<td>-3.04%</td>
</tr>
<tr>
<td>Estee Lauder Cos Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EL#NYSE">EL</a>)</td>
<td>$64.11</td>
<td>-2.96%</td>
</tr>
<tr>
<td>Coinbase Global Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COIN#NASDAQ">COIN</a>)</td>
<td>$260.26</td>
<td>-2.92%</td>
</tr>
<tr>
<td>Toll Brothers Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TOL#NYSE">TOL</a>)</td>
<td>$103.95</td>
<td>-2.89%</td>
</tr>
<tr>
<td>ON Semiconductor</td>
<td>$44.03</td>
<td>-2.82%</td>
</tr>
<tr>
<td>Summit Therapeutics</td>
<td>$25.59</td>
<td>-2.69%</td>
</tr>
<tr>
<td>Nvidia Corp. </td>
<td>$133.27</td>
<td>-2.69%</td>
</tr>
<tr>
<td>Kinsale Capital Group Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KNSL#NYSE">KNSL</a>)</td>
<td>$460.03</td>
<td>-2.64%</td>
</tr>
</tbody>
</table>
<figcaption class="wp-element-caption">Benzinga Pro</figcaption></figure>
<h3 class="wp-block-heading">Wall Street Extend Lows</h3>
The S&amp;P 500 Index, tracked by the SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>), deepened losses, falling 1.3% by 2:17 p.m. ET, while small caps were hit harder, with the Russell 2000 plunging 2.4%. 
All S&amp;P 500 sectors traded in negative territory, led by real estate, which dropped 2.7% under pressure from rising yields.
Gold miners, tracked by the VanEck Gold Miners ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GDX#NYSE">GDX</a>), were the only industry group holding gains, supported by a rise in bullion prices as investors sought safety amid Treasury volatility. 
The clean energy industry was the day's worst performer, with the Invesco WilderHill Clean Energy ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PBW#NYSE">PBW</a>) sliding 3.4%.
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Photo: Shutterstock

Analyst Color

Large Cap

Mid Cap

Bonds

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Treasuries

Analyst Ratings

ALAB

COIN

CRDO

CRWV

Market Vectors ETF Trust Market Vectors Gold Miners

Hims & Hers Health, Inc. Class A Common Stock

HIMS

HOOD

KNSL

MBLY

MSTR

PowerShares Exchange Traded Fund Trust WilderHill Clean Energy Portfolio

PLTR

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Treasury Yields Top 5%: These 20 Stocks Tanked In Just One Hour

Super Micro Computer (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) plans to expand its <a target="_blank" href="https://www.benzinga.com/topic/ai" rel="noreferrer noopener">server production capacity</a> in U.S. states such as Mississippi and Texas. Big Tech giants Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) and Amazon.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) spend big bucks to build data centers to train and deploy artificial intelligence models globally.
The company said it also got a boost from President Trump&#8217;s push for localization.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/05/45272331/super-micro-slides-as-ai-server-delays-nvidia-supply-limits-weigh-on-analyst-ratings" rel="noreferrer noopener">Super Micro Impacted By AI Server Delays And Nvidia Supply Limits, Analysts Lower Forecast</a>
The AI server company&#8217;s Chair and Chief, Charles Liang, backed the company&#8217;s expansion by describing the surge in the global demand for artificial intelligence in an <a target="_blank" href="https://www.wsj.com/tech/super-micro-to-expand-production-capacity-as-ai-demand-accelerates-b87ee53b?mod=tech_lead_story" rel="noreferrer noopener">interview</a> with the Wall Street Journal on Monday.
Liang recognized growth opportunities in the U.S., Europe, and Japan. In February, Super Micro Computer&nbsp;showcased plans to build its third campus in San Jose.
Liang said the company was eyeing manufacturing in Texas and Mississippi as costs in Silicon Valley rise. Super Micro Computer&nbsp;makes the bulk of its servers in California.
Super Micro Computer stock declined over 52% in the last 12 months as the company&#8217;s <a target="_blank" href="https://www.benzinga.com/trading-ideas/movers/25/05/45406701/super-micro-computer-stock-is-surging-again-whats-going-on" rel="noreferrer noopener">internal financing controls</a> came under scrutiny after its independent auditor&nbsp;resigned last October over&nbsp;governance and transparency concerns, which led the company to delay filing its quarterly and full-year results.
Delayed orders of servers and other computer products due to tariff uncertainties prompted the company to cut its outlook.
Super Micro Computer now expects fiscal year sales of $21.8 billion—$22.6 billion, down from a prior outlook of $23.5 billion—$25 billion.
Liang acknowledged production challenges in the U.S., including higher costs and a three-decade-old lack of a semiconductor production system, which made its infrastructure and people unfamiliar with manufacturing jobs.
Raymond James&nbsp;<a target="_blank" href="https://www.benzinga.com/trading-ideas/movers/25/05/45490921/super-micro-rolls-out-ai-servers-with-nvidias-blackwell-chips-to-cut-costs-boost-performance" rel="noreferrer noopener">initiated coverage on</a> Super Micro Computer, citing AI platforms constitute approximately 70% of Supermicro&#8217;s revenue, positioning it as a dominant player among branded server vendors.&nbsp;
Price Action: SMCI shares were trading higher by 1.19% to $43.28 premarket at last check Wednesday.
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<li><a href="https://www.benzinga.com/tech/25/05/45495742/nvidia-unveils-ai-tools-for-humanoid-robots-launches-next-tech-era" target="_blank" rel="noreferrer noopener">Nvidia Unveils AI Tools For Humanoid Robots, Launches Quantum-AI Supercomputer To Drive Next Tech Era</a></li>
</ul>
Photo by JHVEPhoto via Shutterstock

AMZN

MSFT

Supermicro Eyes Texas, Mississippi For AI Server Growth As Microsoft, Amazon Increase Spending

Investors with a lot of money to spend have taken a bullish stance on Super Micro Computer (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>).
And retail traders should know.
We noticed this today when the trades 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 SMCI, it often means somebody knows something is about to happen.
So how do we know what these investors just did? 
Today, <a href="https://www.benzinga.com/pro/">Benzinga</a>'s options scanner spotted 65 uncommon options trades for Super Micro Computer.
This isn't normal.
The overall sentiment of these big-money traders is split between 46% bullish and 41%, bearish.
Out of all of the special options we uncovered, 21 are puts, for a total amount of $1,522,354, and 44 are calls, for a total amount of $2,694,421.
<h3>Predicted Price Range</h3>
After evaluating the trading volumes and Open Interest, it's evident that the major market movers are focusing on a price band between $15.0 and $80.0 for Super Micro Computer, spanning the last three months.
<h3>Insights into Volume &amp; Open Interest</h3>
In today's trading context, the average open interest for options of Super Micro Computer stands at 4458.26, with a total volume reaching 29,076.00. The accompanying chart delineates the progression of both call and put option volume and open interest for high-value trades in Super Micro Computer, situated within the strike price corridor from $15.0 to $80.0, throughout the last 30 days.
<h3>Super Micro Computer Option Activity Analysis: Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1747767706_0.png" alt="Options Call Chart" />
<h3>Significant Options Trades Detected:</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>SMCI</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/16/26</td>
<td>$19.25</td>
<td>$19.2</td>
<td>$19.25</td>
<td>$57.00</td>
<td>$209.8K</td>
<td>612</td>
<td>1</td>
</tr>
<tr>
<td>SMCI</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$22.4</td>
<td>$22.25</td>
<td>$22.25</td>
<td>$61.00</td>
<td>$200.2K</td>
<td>276</td>
<td>94</td>
</tr>
<tr>
<td>SMCI</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>12/18/26</td>
<td>$12.95</td>
<td>$12.85</td>
<td>$12.95</td>
<td>$60.00</td>
<td>$194.2K</td>
<td>5.1K</td>
<td>150</td>
</tr>
<tr>
<td>SMCI</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$1.29</td>
<td>$1.25</td>
<td>$1.29</td>
<td>$27.00</td>
<td>$129.0K</td>
<td>1.7K</td>
<td>1.0K</td>
</tr>
<tr>
<td>SMCI</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$11.7</td>
<td>$11.6</td>
<td>$11.7</td>
<td>$35.00</td>
<td>$117.0K</td>
<td>3.3K</td>
<td>113</td>
</tr>
</tbody>
</table>

<h3>About Super Micro Computer</h3>
Super Micro Computer Inc provides high-performance server technology services to cloud computing, data centers, Big Data, high-performance computing, and the "Internet of Things" embedded markets. Its solutions include server, storage, blade, and workstations to full racks, networking devices, and server management software. The firm follows a modular architectural approach, which provides flexibility to deliver customized solutions. The Company operates in one operating segment that develops and provides high-performance server solutions based upon an innovative, modular, and open-standard architecture. More than half of the firm's revenue is generated in the United States, with the rest coming from Europe, Asia, and other regions.
<h3>Super Micro Computer's Current Market Status</h3>
<ul>
<li>Trading volume stands at 32,268,989, with SMCI's price down by -4.22%, positioned at $42.9.</li>
<li>RSI indicators show the stock to be may be approaching overbought.</li>
<li>Earnings announcement expected in 77 days.</li>
</ul>
<h3>Professional Analyst Ratings for Super Micro Computer</h3>
In the last month, 5 experts released ratings on this stock with an average target price of $35.0.
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; Consistent in their evaluation, an analyst from Wedbush keeps a Neutral rating on Super Micro Computer with a target price of $30. 
&#x2A; Consistent in their evaluation, an analyst from Citigroup keeps a Neutral rating on Super Micro Computer with a target price of $37. 
&#x2A; Reflecting concerns, an analyst from Citigroup lowers its rating to Neutral with a new price target of $39. 
&#x2A; An analyst from JP Morgan has decided to maintain their Neutral rating on Super Micro Computer, which currently sits at a price target of $35. 
&#x2A; An analyst from Barclays persists with their Equal-Weight rating on Super Micro Computer, maintaining a target price of $34. 
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 Super Micro Computer with <a href="https://www.benzinga.com/pro/">Benzinga Pro</a> for real-time alerts.

Options

A Closer Look at Super Micro Computer's Options Market Dynamics

Deep-pocketed investors have adopted a bullish approach towards Super Micro Computer (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>), and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in SMCI usually suggests something big is about to happen.
We gleaned this information from our observations today when Benzinga's options scanner highlighted 39 extraordinary options activities for Super Micro Computer. This level of activity is out of the ordinary.
The general mood among these heavyweight investors is divided, with 51% leaning bullish and 41% bearish. Among these notable options, 7 are puts, totaling $258,900, and 32 are calls, amounting to $1,989,142.
<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 $25.0 to $55.0 for Super Micro Computer during the past quarter. 
<h3>Analyzing Volume &amp; Open Interest</h3>
In today's trading context, the average open interest for options of Super Micro Computer stands at 4583.46, with a total volume reaching 46,338.00. The accompanying chart delineates the progression of both call and put option volume and open interest for high-value trades in Super Micro Computer, situated within the strike price corridor from $25.0 to $55.0, throughout the last 30 days.
<h3>Super Micro Computer Call and Put Volume: 30-Day Overview</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1747677696_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>SMCI</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/16/26</td>
<td>$10.55</td>
<td>$10.4</td>
<td>$10.45</td>
<td>$50.00</td>
<td>$365.7K</td>
<td>19.1K</td>
<td align="right">782</td>
</tr>
<tr>
<td>SMCI</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>08/15/25</td>
<td>$5.45</td>
<td>$5.35</td>
<td>$5.4</td>
<td>$51.00</td>
<td>$270.0K</td>
<td>3.4K</td>
<td align="right">511</td>
</tr>
<tr>
<td>SMCI</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$16.6</td>
<td>$16.55</td>
<td>$16.6</td>
<td>$36.00</td>
<td>$166.0K</td>
<td>2.1K</td>
<td align="right">101</td>
</tr>
<tr>
<td>SMCI</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$18.05</td>
<td>$17.8</td>
<td>$18.05</td>
<td>$34.00</td>
<td>$108.3K</td>
<td>1.1K</td>
<td align="right">60</td>
</tr>
<tr>
<td>SMCI</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>07/18/25</td>
<td>$4.25</td>
<td>$4.15</td>
<td>$4.15</td>
<td>$50.00</td>
<td>$83.0K</td>
<td>2.0K</td>
<td align="right">657</td>
</tr>
</tbody>
</table>

<h3>About Super Micro Computer</h3>
Super Micro Computer Inc provides high-performance server technology services to cloud computing, data centers, Big Data, high-performance computing, and the "Internet of Things" embedded markets. Its solutions include server, storage, blade, and workstations to full racks, networking devices, and server management software. The firm follows a modular architectural approach, which provides flexibility to deliver customized solutions. The Company operates in one operating segment that develops and provides high-performance server solutions based upon an innovative, modular, and open-standard architecture. More than half of the firm's revenue is generated in the United States, with the rest coming from Europe, Asia, and other regions.
<h3>Current Position of Super Micro Computer</h3>
<ul>
<li>With a trading volume of 34,481,998, the price of SMCI is down by -2.12%, reaching $45.17.</li>
<li>Current RSI values indicate that the stock is may be overbought.</li>
<li>Next earnings report is scheduled for 78 days from now.</li>
</ul>
<h3>Professional Analyst Ratings for Super Micro Computer</h3>
In the last month, 5 experts released ratings on this stock with an average target price of $35.2.
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&#x2A; Consistent in their evaluation, an analyst from Barclays keeps a Equal-Weight rating on Super Micro Computer with a target price of $34. 
&#x2A; An analyst from Raymond James has revised its rating downward to Outperform, adjusting the price target to $41. 
&#x2A; An analyst from Wedbush persists with their Neutral rating on Super Micro Computer, maintaining a target price of $30. 
&#x2A; Consistent in their evaluation, an analyst from Mizuho keeps a Neutral rating on Super Micro Computer with a target price of $34. 
&#x2A; An analyst from Citigroup persists with their Neutral rating on Super Micro Computer, maintaining a target price of $37. 
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Super Micro Computer Unusual Options Activity For May 19

Mizuho analyst Vijay Rakesh maintains Super Micro Computer (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) with a Neutral and raises the price target from $32 to $40.

Price Target

Mizuho Maintains Neutral on Super Micro Computer, Raises Price Target to $40

Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) <a target="_blank" href="https://www.benzinga.com/pressreleases/25/05/g45486582/nvidia-powers-humanoid-robot-industry-with-cloud-to-robot-computing-platforms-for-physical-ai" rel="noreferrer noopener">on Monday announced</a>&nbsp;Nvidia Isaac GR00T N1.5, the first update to Nvidia&#8217;s open, generalized, fully customizable foundation model for humanoid reasoning and skills; Nvidia Isaac GR00T-Dreams, a blueprint for generating synthetic motion data; and Nvidia Blackwell systems to accelerate humanoid robot development.
Humanoid and robotics developers Agility Robotics, Boston Dynamics, and XPENG Robotics are adopting&nbsp;Nvidia Isaac platform technologies&nbsp;to advance&nbsp;humanoid robot&nbsp;development and deployment.
Nvidia CEO Jensen Huang expects physical AI and robotics to bring about the next industrial revolution.
Also Read: <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>
He added that Nvidia provides building blocks for every stage of the robotics development journey, from AI brains for robots to simulated worlds to practice in or AI supercomputers for training foundation models.
Global systems manufacturers are building&nbsp;Nvidia RTX PRO 6000&nbsp;workstations and servers, offering a single architecture to easily run every robot development workload across training, synthetic data generation, robot learning, and simulation.
Cisco Systems, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>), Dell Technologies Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>), Hewlett Packard Enterprise (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HPE#NYSE">HPE</a>), Lenovo (OTC:<a class="ticker" href="https://www.benzinga.com/stock/LNVGY#OTC">LNVGY</a>), and Super Micro Computer (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) announced Nvidia RTX PRO-powered servers, and Dell Technologies, HPI, and Lenovo announced&nbsp;Nvidia RTX PRO 6000 Blackwell-powered workstations.
Nvidia also <a target="_blank" href="https://www.benzinga.com/pressreleases/25/05/g45486626/nvidia-powers-worlds-largest-quantum-research-supercomputer" rel="noreferrer noopener">announced the opening</a> of the Global Research and Development Center for Business by Quantum-AI Technology (G-QuAT), which hosts an ABCI-Q research supercomputer dedicated to quantum computing.
Delivered by Japan&#8217;s National Institute of Advanced Industrial Science and Technology (AIST), the ABCI-Q supercomputer features 2,020&nbsp;Nvidia H100 GPUs&nbsp;interconnected by the&nbsp;Nvidia Quantum-2 InfiniBand&nbsp;networking platform.
The system is integrated with&nbsp;Nvidia CUDA-Q, an open-source hybrid computing platform for orchestrating the hardware and software needed to run practical, massive-scale quantum computing applications.
ABCI-Q&#8217;s AI supercomputing is integrated with a superconducting qubit processor by Fujitsu, a neutral atom quantum processor by QuEra, and a photonic processor by&nbsp;OptQC, enabling hybrid quantum-GPU workloads across multiple qubit modalities.
Piper Sandler analyst Harsh Kumar has projected a <a target="_blank" href="https://www.benzinga.com/markets/25/05/45218613/nvidia-risks-losing-up-to-10-billion-in-annual-data-center-revenue-amid-capex-slowdown-china-decoupling-warns-analyst" rel="noreferrer noopener">potential data center</a> annual revenue loss of $9.8 billion for&nbsp;Nvidia due to a slowdown in capital expenditure (capex) and an ongoing decoupling from China.
Nvidia previously stated it anticipates taking charges of up to $5.5 billion in fiscal first-quarter 2026 tied to its China-specific H20 GPU.
After the Trump administration imposed curbs on H20 AI chips, CEO Jensen Huang traveled to Beijing to meet Chinese officials.
Price Actions: Nvidia stock is down 2.85% at $131.54 premarket at the last check on Monday.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/trading-ideas/movers/25/05/45490921/super-micro-rolls-out-ai-servers-with-nvidias-blackwell-chips-to-cut-costs-boost-performance" target="_blank" rel="noreferrer noopener">Super Micro Rolls Out AI Servers With Nvidia&#8217;s Blackwell Chips To Cut Costs, Boost Performance</a></li>
</ul>
Image: Shutterstock

CSCO

LNVGY

Nvidia Unveils AI Tools For Humanoid Robots, Launches Quantum-AI Supercomputer To Drive Next Tech Era

Super Micro Computer, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) on Monday announced that it is now <a target="_blank" href="https://www.benzinga.com/pressreleases/25/05/n45486900/supermicro-now-accepting-orders-on-portfolio-of-more-than-20-systems-optimized-for-the-new-nvidia-" rel="noreferrer noopener">taking orders for</a> enterprise AI systems with&nbsp;Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) RTX PRO 6000 Blackwell Server Edition GPUs.
Supermicro&#8217;s suite of over 20 systems with&nbsp;RTX PRO Blackwell&nbsp;GPUs will significantly enhance performance for enterprise AI factory workloads. These include AI inference, AI development and model fine-tuning, generative AI, AI-driven graphics and rendering, video content and streaming, and game development.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/05/45272331/super-micro-slides-as-ai-server-delays-nvidia-supply-limits-weigh-on-analyst-ratings" rel="noreferrer noopener">Super Micro Impacted By AI Server Delays And Nvidia Supply Limits, Analysts Lower Forecast</a>
Supermicro&nbsp;Nvidia-Certified&nbsp;Systems&nbsp;with RTX PRO 6000 Blackwell GPUs will serve as building blocks for&nbsp;Nvidia&nbsp;Enterprise AI Factory validated designs. They will integrate with&nbsp;Nvidia&nbsp;Spectrum-X networking, Nvidia-Certified Storage, and Nvidia AI Enterprise software&nbsp;to create full-stack solutions, accelerating the deployment of on-premises AI.
Supermicro offers more than 100 accelerated computing servers supporting Nvidia PCIe GPUs.
Supermicro&#8217;s all-new single-socket, GPU-optimized architecture based on the MGX reference design brings the inference capabilities of RTX PRO 6000 Blackwell GPUs closer to the edge.
Supermicro&#8217;s first MGX-based system leveraging a single-socket architecture, the new SYS-212GB-NR combines up to 4 latest-generation GPUs with balanced compute performance, resulting in a high-performing yet cost-effective edge AI solution.&nbsp;
By deploying Nvidia RTX PRO 6000 Blackwell GPUs, enterprises can reduce the number of servers required to support advanced AI edge inference, business intelligence and analytics, industrial automation, and retail applications, further reducing the cost of deploying AI at the edge.
Last week, Raymond James <a href="https://www.benzinga.com/markets/25/05/45399438/smci-rated-outperform-by-raymond-james-amid-dominance-in-branded-ai-server-market" target="_blank" rel="noreferrer noopener">initiated coverage on</a> Super Micro Computer, citing AI platforms constitute approximately 70% of Supermicro&#8217;s revenue, positioning it as a dominant player among branded server vendors. 
Raymond James highlighted that Supermicro has effectively carved out a niche for itself and &#8220;positioned itself in a sweet spot&#8221; between traditional branded IT vendors such as Dell Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>), Hewlett Packard Enterprise (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HPE#NYSE">HPE</a>) and contract manufacturers like&nbsp;Quanta.
Price Action: SMCI shares were trading lower by 3.81% to $44.39 premarket at last check Monday.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com//node/45483986" target="_blank" rel="noreferrer noopener">Apple Users Ditch Google Search, Trump Praises Nvidia&#8217;s Jensen Huang At Saudi Summit, SMCI Stock In &#8216;Sweet Spot&#8217; And More: This Week In Artificial Intelligence</a></li>
</ul>
Image via Shutterstock

Movers

Super Micro Rolls Out AI Servers With Nvidia's Blackwell Chips To Cut Costs, Boost Performance

Supermicro Expands AI Portfolio With RTX PRO 6000 Blackwell Systems, Supporting NVIDIA Enterprise AI Factory Validated Designs

These large-cap stocks were the best performers in the last week. Are they in your portfolio?
<ol class="wp-block-list">
<li>CoreWeave, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>) stock surged 56.32%  after Nvidia disclosed it added a stake in the company via a 13F filing equating to approximately 24.18 million shares. JP Morgan and Needham also raised their respective <a href="https://www.benzinga.com//node/45472274" target="_blank" rel="noreferrer noopener">price forecasts on the stock</a>.</li>
<li>Super Micro Computer, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) stock escalated 44.26% after the company announced that it entered into a strategic partnership under a <a href="https://www.benzinga.com//node/45471297" target="_blank" rel="noreferrer noopener">memorandum of understanding</a> with DataVolt.</li>
<li>Coinbase Global, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COIN#NASDAQ">COIN</a>) stock jumped 33.68% after the company announced a partnership with Webull Pay to power crypto experiences. Additionally, Benchmark raised its price forecast <a href="https://www.benzinga.com//node/45471661" target="_blank" rel="noreferrer noopener">on the stock from $252 to $301</a>.</li>
<li>NRG Energy, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NRG#NYSE">NRG</a>) shares rose 33.41% after announcing a $12 billion acquisition of LS (Luminus Systems) <a href="https://www.benzinga.com//node/45388224" target="_blank" rel="noreferrer noopener">Power&#8217;s generation assets</a>.</li>
<li>Astera Labs, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ALAB#NASDAQ">ALAB</a>) stock rose 27.19% amid overall market strength following softer-than-expected April inflation readings. Additionally, investors continue to weigh the progress of the U.S.-China trade and President Trump&#8217;s Middle East trip.</li>
<li>First Solar, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FSLR#NASDAQ">FSLR</a>) shares increased 26.86% on reports indicating the House GOP budget will cut but not remove <a href="https://www.benzinga.com//node/45385748" target="_blank" rel="noreferrer noopener">wind and solar tax credits</a>.</li>
<li>Exelixis, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EXEL#NASDAQ">EXEL</a>) stock grew 25.52% after the company recently reported better-than-expected financial results and raised its FY25 sales guidance with its midpoint above estimates. The company, acting as a collaboration partner of Invenra, initiated the dose-escalation stage of the first-in-human Phase 1 clinical study of XB628. Citigroup raised its <a href="https://www.benzinga.com//node/45418036" target="_blank" rel="noreferrer noopener">price forecast from $45 to $56</a>.</li>
<li>Rocket Lab USA, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RKLB#NASDAQ">RKLB</a>) stock rose 24.67%. The company announced that NASA had chosen it to launch its Aspera mission and disclosed the return of its Pioneer spacecraft <a href="https://www.benzinga.com//node/45434506" target="_blank" rel="noreferrer noopener">to Varda Space Industries</a>.</li>
<li>Hims &amp; Hers Health, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HIMS#NYSE">HIMS</a>) has gained 24.42% in the last week. The stock has rallied since reporting strong first-quarter financial results on May 5. However, the company has a high short float and may be <a href="https://www.benzinga.com//node/45297555" target="_blank" rel="noreferrer noopener">facing a short squeeze</a>.</li>
<li>On Holding AG (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ONON#NYSE">ONON</a>) shares escalated 21.71% after the company reported its first-quarter results, and analysts<a href="https://www.benzinga.com//node/45413809" target="_blank" rel="noreferrer noopener"> revised the price forecast</a>.</li>
<li>Gap, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GAP#NYSE">GAP</a>) stock gained 20.87% after the U.S. and China agreed to reduce most tariffs on each other&#8217;s goods temporarily. A reduction in tariffs could alleviate supply chain and macroeconomic uncertainty and help boost consumer sentiment.</li>
</ol>
Photo via Shutterstock

EXEL

ONON

CoreWeave, Super Micro Computer And Coinbase Are Among Top 11 Large-Cap Gainers Last Week (May 12-May 16): Are The Others In Your Portfolio?

The past week has been a whirlwind of tech news, with major developments from industry giants like Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) and Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>), as well as emerging players like Super Micro Computer (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>). Here&#8217;s a quick recap of the top stories that made headlines.
Apple Users Ditch Google Search: In a surprising revelation, Apple executive Eddy Cue announced a decline in search volume on the tech giant&#8217;s platform, a first in 20 years. This news was discussed on the All-In Podcast, where venture capitalist Chamath Palihapitiya urged Google to stop waiting for data and start fighting models like ChatGPT.&nbsp;<a href="https://www.benzinga.com/25/05/45339953/apple-exec-says-iphone-users-are-ditching-google-search-now-chamath-palihaptiya-urges-the-tech-giant-to-stop-waiting-for-data-and-start-fighting-models-like-chatgpt">Read the full article here.</a>
SMCI Rated Outperform by Raymond James: Super Micro Computer received an Outperform rating from Raymond James, thanks to its strong standing in the AI-optimized infrastructure sector and swift revenue growth. AI platforms make up about 70% of Supermicro's revenue, making it a dominant player among branded server vendors.&nbsp;<a href="https://www.benzinga.com/markets/25/05/45399438/smci-rated-outperform-by-raymond-james-amid-dominance-in-branded-ai-server-market">Read the full article here.</a>
See Also:&nbsp;<a href="https://benzinga.com/25/05/45479830/mark-cuban-says-back-in-the-day-bill-gates-stole-his-girls-in-las-vegas-he-was-worth-1-million-but-gates-was-the-mega-rich-king-of-tech" target="_blank" rel="noreferrer noopener">Mark Cuban Says &#8216;Back In The Day&#8217; Bill Gates Stole &#8216;His Girls&#8217; In Las Vegas — He Was Worth $1 Million, But Gates Was The Mega Rich &#8216;King of Tech&#8217; &#8211; Benzinga</a>
Trump Praises Nvidia CEO at Saudi Summit: President Donald Trump singled out Nvidia Corp. CEO Jensen Huang for praise during a U.S.-Saudi Investment Forum, highlighting the chipmaker's planned $500 billion investment in U.S. artificial intelligence infrastructure.&nbsp;<a href="https://www.benzinga.com/markets/equities/25/05/45398595/trump-praises-nvidia-ceo-jensen-huang-at-saudi-summit-tim-cook-isnt-here-but-you-are-controlling-99-of-the-chip-market-thats-not-easy-to-beat">Read the full article here.</a>
Gulf Countries to Become &#8216;Largest Hyperscalers&#8217;: CNBC's Jim Cramer lauded the artificial intelligence deals announced after the U.S.-Saudi Investment Forum and touted Gulf countries to be future hyperscalers.&nbsp;<a href="https://www.benzinga.com/25/05/45433051/jim-cramer-says-gulf-countries-will-become-the-largest-hyperscalers-in-the-world-following-ai-deals">Read the full article here.</a>
Nvidia, Amazon, Tesla, Palantir to Benefit from Saudi Arabia&#8217;s AI Push: Analyst Daniel Ives of Wedbush highlighted that the AI Revolution has found its next major area of penetration: Saudi Arabia. He named Nvidia, Amazon, Tesla, and Palantir as the top beneficiaries of this $1 trillion push.&nbsp;<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">Read the full article here.</a>
Read Next:&nbsp;<a href="https://benzinga.com/25/05/45466150/trump-decides-to-bypass-individual-trade-dealsnew-tariff-rates-to-be-set-unilaterally-and-notified-through-letter" target="_blank" rel="noreferrer noopener">Trump Decides To Bypass Individual Trade Deals — New Tariff Rates To Be Set Unilaterally And Notified Through &#8216;Letters&#8217;</a>
Image created using artificial intelligence via Midjourney.
 This story was generated using <a href="https://www.benzinga.com/author/benzinga-neuro">Benzinga Neuro</a> and edited by <a href="https://www.benzinga.com/author/navdeep-yadav" target="_blank" rel="noopener">Navdeep Yadav.</a>

GOOG

GOOGL

Apple Users Ditch Google Search, Trump Praises Nvidia's Jensen Huang At Saudi Summit, SMCI Stock In 'Sweet Spot' And More: This Week In Artificial Intelligence

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. stocks extended their rally for a fifth consecutive day on Friday, buoyed by easing trade tensions and softer-than-expected April inflation data. The S&amp;P 500 returned to positive territory for the year, while the dollar rebounded amid rising Treasury yields. However, consumer sentiment slumped to 2020 levels, with one-year inflation expectations jumping to 7.3%, significantly above forecasts.
Despite the market's upward momentum, concerns about inflation persist. The University of Michigan's consumer sentiment index dropped to 50.8, reflecting heightened inflation fears. Gold prices fell 1.8% due to stronger yields and dollar strength, while Bitcoin recovered to over $104,500.
Looking ahead, investors are closely monitoring upcoming U.S.-China trade talks and potential adjustments to existing tariffs. The Federal Reserve's stance on interest rates remains a focal point, especially as real borrowing costs rise, tightening broader financial conditions. Additionally, corporate earnings reports and economic indicators will continue to influence market dynamics in the coming weeks.
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/general/space/25/05/45455588/virgin-galactic-stock-rockets-higher-on-q1-earnings-beat">"Virgin Galactic Stock Rockets Higher On Q1 Earnings Beat"</a>, by Adam Eckert, reports that Virgin Galactic Holdings Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPCE#NYSE">SPCE</a>) shares surged after the company beat Q1 expectations with $461,000 in revenue and a $2.38 per-share loss, while reaffirming plans to launch Delta-class payload flights in summer 2026 and private astronaut missions that fall.
<a href="https://www.benzinga.com/news/earnings/25/05/45378734/duolingos-89-bull-run-since-march-earnings-ai-and-a-whole-lot-of-green-candles">"Duolingo's 89% bull run since March: Earnings, AI and a whole lot of green candles"</a>, by Surbhi Jain, reports that Duolingo Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DUOL#NASDAQ">DUOL</a>) shares have surged 89% since March, driven by a Q1 earnings beat, rapid AI-driven course expansion, and significant user growth, with the company now targeting a $220 billion total addressable market.
<a href="https://www.benzinga.com/25/05/45443360/archer-aviation-stock-has-strong-momentum-whats-driving-the-action">"Archer Aviation stock has strong momentum: What's driving the action?"</a>, by Adam Eckert, reports that Archer Aviation Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ACHR#NYSE">ACHR</a>) shares surged over 35% in a week, nearing 52-week highs, after announcing an exclusive partnership as the official air taxi provider for the LA28 Olympic Games and Team USA.
For additional bullish calls of the past week, check out the following:
<a href="https://www.benzinga.com/general/sports/25/05/45424475/foot-locker-stock-soars-on-potential-dicks-sporting-goods-deal-report">Foot Locker Stock Soars On Potential Dick's Sporting Goods Deal: Report</a>
<a 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">Nvidia Climbs On Saudi AI Investments: Analyst Estimates $15 Billion To $20 Billion In Revenue</a>
<a href="https://www.benzinga.com/trading-ideas/movers/25/05/45406701/super-micro-computer-stock-is-surging-again-whats-going-on">Super Micro Computer Stock Is Surging Again: What's Going On?</a>

The Bears
<a href="https://www.benzinga.com/news/earnings/25/05/45437447/alibaba-stock-slides-5-after-revenue-miss-cloud-spend-hits-free-cash-flow">"Alibaba stock slides 5% after revenue miss, cloud spend hits free cash flow"</a>, by Anusuya Lahiri, reports that Alibaba Group Holding Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) shares fell after the company reported Q4 revenue of $32.58 billion—missing estimates—and a 76% drop in free cash flow due to increased cloud infrastructure investments, despite adjusted earnings per ADS of $1.73 beating expectations.
<a href="https://www.benzinga.com/general/health-care/25/05/45454257/doximity-stock-dives-on-q4-earnings-as-guidance-comes-in-below-estimates">"Doximity stock dives on Q4 earnings as guidance comes in below estimates"</a>, by Adam Eckert, reports that Doximity Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DOCS#NYSE">DOCS</a>) shares fell over 24% after the company beat Q4 expectations with $138.3 million in revenue and $0.38 EPS but issued fiscal 2026 guidance below analyst estimates, citing macroeconomic and policy uncertainties impacting pharmaceutical advertising.
<a href="https://www.benzinga.com/news/earnings/25/05/45443786/workhorse-stock-slides-after-q1-miss-plans-to-cut-workforce-to-curb-cash-burn">"Workhorse stock slides after Q1 miss, plans to cut workforce to curb cash burn"</a>, by Nabaparna Bhattacharya, reports that Workhorse Group Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WKHS#NASDAQ">WKHS</a>) shares dropped after the company reported a wider-than-expected Q1 loss and announced plans to reduce its workforce and monthly cash burn to $2.8 million by year-end.

For more bearish takes, be sure to see these posts:
<a href="https://www.benzinga.com/news/earnings/25/05/45394173/american-eagle-shares-dive-after-retailer-warns-of-weak-q1-results-withdraws-fy25-guidance-we-are-clearly-disappointed-with-our-execution">American Eagle Shares Dive After Retailer Warns Of Weak Q1 Results, Withdraws FY25 Guidance: ‘We Are Clearly Disappointed With Our Execution'</a>
<a href="https://www.benzinga.com/news/earnings/25/05/45453681/applied-materials-q2-earnings-revenue-miss-eps-beat-solid-guidance-no-significant-changes-to-customer-demand">Applied Materials Q2 Earnings: Revenue Miss, EPS Beat, Solid Guidance — No ‘Significant Changes' To Customer Demand</a>
<a href="https://www.benzinga.com/news/earnings/25/05/45456686/kulr-technology-group-stock-tumbles-on-q1-earnings-company-plans-to-turbocharge-bitcoin-acquisition-strategy">KULR Technology Group Stock Tumbles On Q1 Earnings, Company Plans To ‘Turbocharge' Bitcoin Acquisition Strategy</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>.
Image created using artificial intelligence via Midjourney.

ACHR

AMAT

BABA

DOCS

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Benzinga Bulls And Bears: Virgin Galactic, Duolingo, Alibaba — And Stocks Close Up Five Days In A Row

Super Micro Computer, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) stock is trading higher on Friday after the company announced that it entered into a strategic partnership under a <a href="https://www.benzinga.com//node/45466757">memorandum of understanding</a> with DataVolt.
What To Know: Under the partnership, Super Micro will help build hyperscale AI campuses throughout Saudi Arabia.
The company will provide a fully tested and optimized IT solution, including high performance AI servers, networking, storage, racks and advanced liquid cooling systems, which Super Micro says can reduce power costs by up to 40%.
The collaboration will also fast-track delivery of the company&#8217;s GPU platforms and rack PnP systems for DataVolt's campuses.
"Super Micro is thrilled to work together in this important effort to deliver significantly enhanced computing power for the next generation of AI infrastructure," said Charles Liang, President and CEO of Super Micro.
The collaboration is subject to the completion of definitive agreements. The estimated minimum market value of the products involved is approximately $20 billion.
See Also: <a href="https://www.benzinga.com/general/health-care/25/05/45467946/oracle-cleveland-clinic-g42-unite-to-launch-ai-powered-healthcare-platform">Oracle, Cleveland Clinic, G42 Unite To Launch AI-Powered Healthcare Platform</a>
SMCI Price Action: At the time of writing, Super Micro stock is trading 4.64% higher at $46.00, according to data from <a href="https://www.benzinga.com/pro/login">Benzinga Pro.</a>
Image: via Shutterstock

Super Micro Stock Is Rising Friday: What's Going On?

WIIM

Super Micro Computer shares are trading higher after the company announced it had entered into a strategic partnership under an MOU with Saudi Arabia's DataVolt to build out hyperscale AI campuses initially throughout the kingdom.

Super Micro Computer Enters Into Strategic Partnership Under MOU With DataVolt To Build Hyperscale AI Campuses Initially In Kingdom Of Saudi Arabia

Super Micro Computer (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) has outperformed the market over the past 15 years by 14.6% on an annualized basis producing an average annual return of 26.52%. Currently, Super Micro Computer has a market capitalization of $26.22 billion. 
Buying $1000 In SMCI: If an investor had bought $1000 of SMCI stock 15 years ago, it would be worth $34,397.50 today based on a price of $43.94 for SMCI at the time of writing.
<h3>Super Micro Computer's Performance Over Last 15 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1747340143_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 $1000 Invested In Super Micro Computer 15 Years Ago Would Be Worth Today

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders will search for circumstances when the market estimation of an option diverges heavily from its normal worth. High amounts of trading activity could push option prices to exaggerated or underestimated levels. 
Below are some instances of options activity happening in the Information Technology sector: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>NVDA</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>05/16/25</td>
<td>$135.00</td>
<td>$35.8K</td>
<td>65.1K</td>
<td>119.0K</td>
</tr>
<tr>
<td>SMCI</td>
<td>CALL</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>05/16/25</td>
<td>$45.00</td>
<td>$40.3K</td>
<td>17.2K</td>
<td>29.7K</td>
</tr>
<tr>
<td>MSTR</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>05/16/25</td>
<td>$410.00</td>
<td>$54.5K</td>
<td>2.7K</td>
<td>12.1K</td>
</tr>
<tr>
<td>QBTS</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$12.00</td>
<td>$37.5K</td>
<td>15.1K</td>
<td>8.6K</td>
</tr>
<tr>
<td>CRWV</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>05/30/25</td>
<td>$40.00</td>
<td>$32.0K</td>
<td>55</td>
<td>7.1K</td>
</tr>
<tr>
<td>AAPL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$210.00</td>
<td>$28.8K</td>
<td>38.4K</td>
<td>2.0K</td>
</tr>
<tr>
<td>MSFT</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>12/19/25</td>
<td>$470.00</td>
<td>$75.0K</td>
<td>1.8K</td>
<td>1.2K</td>
</tr>
<tr>
<td>PLTR</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/16/25</td>
<td>$131.00</td>
<td>$30.0K</td>
<td>629</td>
<td>1.0K</td>
</tr>
<tr>
<td>APP</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/16/25</td>
<td>$365.00</td>
<td>$50.0K</td>
<td>1.7K</td>
<td>377</td>
</tr>
<tr>
<td>AAOI</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$30.00</td>
<td>$27.9K</td>
<td>2.2K</td>
<td>188</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These itemized elaborations have been created using the accompanying table. 
• Regarding NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we observe a call option trade with bearish sentiment. It expires in 1 day(s) on May 16, 2025. Parties traded 170 contract(s) at a $135.00 strike. The total cost received by the writing party (or parties) was $35.8K, with a price of $211.0 per contract. There were 65199 open contracts at this strike prior to today, and today 119046 contract(s) were bought and sold. 
• Regarding SMCI (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>), we observe a call option sweep with neutral sentiment. It expires in 1 day(s) on May 16, 2025. Parties traded 328 contract(s) at a $45.00 strike. This particular call needed to be split into 19 different trades to become filled. The total cost received by the writing party (or parties) was $40.3K, with a price of $124.0 per contract. There were 17264 open contracts at this strike prior to today, and today 29724 contract(s) were bought and sold. 
• For MSTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>), we notice a call option trade that happens to be bearish, expiring in 1 day(s) on May 16, 2025. This event was a transfer of 101 contract(s) at a $410.00 strike. The total cost received by the writing party (or parties) was $54.5K, with a price of $540.0 per contract. There were 2796 open contracts at this strike prior to today, and today 12133 contract(s) were bought and sold. 
• Regarding QBTS (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/QBTS#NYSE">QBTS</a>), we observe a call option trade with bullish sentiment. It expires in 36 day(s) on June 20, 2025. Parties traded 300 contract(s) at a $12.00 strike. The total cost received by the writing party (or parties) was $37.5K, with a price of $125.0 per contract. There were 15138 open contracts at this strike prior to today, and today 8615 contract(s) were bought and sold. 
• For CRWV (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>), we notice a call option sweep that happens to be bearish, expiring in 15 day(s) on May 30, 2025. This event was a transfer of 11 contract(s) at a $40.00 strike. This particular call needed to be split into 6 different trades to become filled. The total cost received by the writing party (or parties) was $32.0K, with a price of $2910.0 per contract. There were 55 open contracts at this strike prior to today, and today 7109 contract(s) were bought and sold. 
• Regarding AAPL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), we observe a call option sweep with bullish sentiment. It expires in 36 day(s) on June 20, 2025. Parties traded 33 contract(s) at a $210.00 strike. This particular call needed to be split into 8 different trades to become filled. The total cost received by the writing party (or parties) was $28.8K, with a price of $876.0 per contract. There were 38432 open contracts at this strike prior to today, and today 2029 contract(s) were bought and sold. 
• Regarding MSFT (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), we observe a call option trade with neutral sentiment. It expires in 218 day(s) on December 19, 2025. Parties traded 24 contract(s) at a $470.00 strike. The total cost received by the writing party (or parties) was $75.0K, with a price of $3125.0 per contract. There were 1860 open contracts at this strike prior to today, and today 1287 contract(s) were bought and sold. 
• Regarding PLTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>), we observe a put option sweep with bullish sentiment. It expires in 1 day(s) on May 16, 2025. Parties traded 100 contract(s) at a $131.00 strike. This particular put needed to be split into 6 different trades to become filled. The total cost received by the writing party (or parties) was $30.0K, with a price of $300.0 per contract. There were 629 open contracts at this strike prior to today, and today 1016 contract(s) were bought and sold. 
• Regarding APP (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APP#NASDAQ">APP</a>), we observe a put option sweep with bullish sentiment. It expires in 1 day(s) on May 16, 2025. Parties traded 100 contract(s) at a $365.00 strike. This particular put needed to be split into 11 different trades to become filled. The total cost received by the writing party (or parties) was $50.0K, with a price of $500.0 per contract. There were 1732 open contracts at this strike prior to today, and today 377 contract(s) were bought and sold. 
• For AAOI (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAOI#NASDAQ">AAOI</a>), we notice a call option sweep that happens to be bullish, expiring in 246 day(s) on January 16, 2026. This event was a transfer of 93 contract(s) at a $30.00 strike. This particular call needed to be split into 8 different trades to become filled. The total cost received by the writing party (or parties) was $27.9K, with a price of $300.0 per contract. There were 2222 open contracts at this strike prior to today, and today 188 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more news on unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

AAOI

QBTS

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

U.S. tech stocks extended their weekly rally into Wednesday's session, lifted by renewed investor appetite for risk following a breakthrough in early-week U.S.-China trade negotiations. This reignited hopes for a more <a href="https://www.benzinga.com/topic/tariffs">stable global trade outlook. </a>
The Nasdaq 100 rose 0.5% by midday in New York, reaching levels last seen in late February. Heavyweight chipmakers led the rally, as Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) surged 4% and Advanced Micro Devices Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) jumped 5%.
Traders welcomed mounting expectations of large-scale investments from Gulf nations into U.S. tech and semiconductor sectors, as President Donald Trump secured new economic agreements with <a href="https://www.benzinga.com/25/05/45417156/nvidia-amd-stocks-climb-as-trump-plans-to-ease-ai-chip-export-rules">Middle Eastern countries</a>, including Saudi Arabia and Syria.
While the Nasdaq marched higher, the S&amp;P 500 stalled and both the Dow Jones Industrial Average and Russell 2000 slipped slightly, indicating a more selective rally focused on high-growth sectors.
Clean energy and solar stocks outperformed again, building on strong Tuesday gains. Investors cheered a less-severe-than-expected revision to clean energy tax credits in the latest Republican tax proposal.
The commodity space told a different story, with gold prices dropping nearly 2%, breaking below the $3,200 per ounce mark for the first time in over a month. 
The yellow metal is now tracking its worst weekly performance since November 2024, with two trading sessions still left this week.
Investors appear to be rotating out of safe-haven assets, as appetite for equities and riskier plays returns on global trade optimism. 
Rising Treasury yields also weighed on broader market sentiment. The yield on the 2-year Treasury note broke above 4%, hitting its highest level in more than two months. Meanwhile, the 30-year bond yield rose 5 basis points to 4.97%, drawing closer to the psychologically important 5% mark—a level often associated with tightening financial conditions and pressure on long-duration assets.
<h3 class="wp-block-heading">Wednesday&#8217;s Performance In Major US Indices, ETFs</h3>
<figure class="wp-block-table is-style-stripes"> 
<table class="has-fixed-layout">
<tbody>
<tr>
<td>Major Indices</td>
<td>Price</td>
<td>1-day %chg</td>
</tr>
<tr>
<td>Nasdaq 100</td>
<td>21,273.30</td>
<td>0.4%</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>5,891.20</td>
<td>0.1%</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>42,075.32</td>
<td>-0.2%</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>2,089.17</td>
<td>-0.6%</td>
</tr>
</tbody>
</table>
<figcaption class="wp-element-caption">Updated at 12:15 p.m. ET</figcaption></figure>
According to&nbsp;<a href="https://www.benzinga.com/pro/?utm_source=BZprocontent&amp;t=be2bearmibe3na1">Benzinga Pro</a>&nbsp;data:
<ul class="wp-block-list">
<li>The&nbsp;SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) flattened at $586.91.</li>
<li>The&nbsp;SPDR Dow Jones Industrial Average&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIA#NYSE">DIA</a>) eased 0.3% to $420.45.</li>
<li>The tech-heavy&nbsp;Invesco QQQ Trust Series&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>)&nbsp;rose 0.4% to $517.40.</li>
<li>The&nbsp;iShares Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>) inched 0.6% lower to $207.35.</li>
<li>The&nbsp;Consumer Discretionary&nbsp;Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLY#NYSE">XLY</a>) outperformed, up 0.5%; the&nbsp;Health Care&nbsp;Select Sector SPDR Fund&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLV#NYSE">XLV</a>) lagged, down 1.8%.</li>
</ul>
<h3 class="wp-block-heading">Wednesday&#8217;s Stock Movers</h3>
<ul class="wp-block-list">
<li>Israeli retail broker Etoro Group Ltd (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ETOR#NASDAQ">ETOR</a>) made his debut on the Nasdaq 100 index. Shares were up 26%.</li>
<li>Super Micro Computer Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) rallied for a second straight session, jumping 18% to $45.99 on Monday after a 16% gain the previous day.</li>
<li>Boeing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>) advanced 1.9% after securing a major deal with Qatar Airways, which agreed to purchase up to 210 Boeing 787 Dreamliner and 777X aircraft in a transaction valued at $96 billion.</li>
<li>Exelixis Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EXEL#NASDAQ">EXEL</a>) soared 20% after the biotech firm posted first-quarter earnings and revenue that topped Wall Street estimates.</li>
<li>Stocks slated to report earnings after the close include Cisco Systems Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>), Copart Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CPRT#NASDAQ">CPRT</a>) and Steris plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/STE#NYSE">STE</a>). </li>
</ul>
Now Read:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/government/regulations/25/05/45414023/magnificent-seven-add-36-trillion-since-april-lows-is-this-rally-just-beginning">Magnificent Seven Add $3.6 Trillion Since April Lows: Is This Rally Just Beginning?</a></li>
</ul>
Image: Shutterstock

Regulations

CPRT

SPDR Dow Jones Industrial Average ETF Trust

ETOR

Select Sector SPDR-Consumer Discretionary

Tech Stocks Edge Up, AMD Rallies 5%, 30-Year Yields Eye Danger Zone: What's Driving Markets Wednesday?

Investors with a lot of money to spend have taken a bullish stance on Super Micro Computer (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>).
And retail traders should know.
We noticed this today when the trades 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 SMCI, it often means somebody knows something is about to happen.
So how do we know what these investors just did? 
Today, <a href="https://www.benzinga.com/pro/">Benzinga</a>'s options scanner spotted 129 uncommon options trades for Super Micro Computer.
This isn't normal.
The overall sentiment of these big-money traders is split between 47% bullish and 44%, bearish.
Out of all of the special options we uncovered, 29 are puts, for a total amount of $2,281,957, and 100 are calls, for a total amount of $8,237,454.
<h3>Projected Price Targets</h3>
After evaluating the trading volumes and Open Interest, it's evident that the major market movers are focusing on a price band between $3.0 and $115.0 for Super Micro Computer, spanning the last three 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 Super Micro Computer's options at specified strike prices. The forthcoming data visualizes the fluctuation in volume and open interest for both calls and puts, linked to Super Micro Computer's substantial trades, within a strike price spectrum from $3.0 to $115.0 over the preceding 30 days.
<h3>Super Micro Computer Option Activity Analysis: Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1747245671_0.png" alt="Options Call Chart" />
<h3>Largest Options Trades Observed:</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>SMCI</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/16/26</td>
<td>$8.35</td>
<td>$8.2</td>
<td>$8.31</td>
<td>$40.00</td>
<td>$599.9K</td>
<td>9.4K</td>
<td>934</td>
</tr>
<tr>
<td>SMCI</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>12/18/26</td>
<td>$14.2</td>
<td>$13.85</td>
<td>$14.0</td>
<td>$62.00</td>
<td>$280.0K</td>
<td>1.1K</td>
<td>255</td>
</tr>
<tr>
<td>SMCI</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$0.98</td>
<td>$0.91</td>
<td>$0.91</td>
<td>$33.00</td>
<td>$131.4K</td>
<td>2.8K</td>
<td>3.4K</td>
</tr>
<tr>
<td>SMCI</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>03/20/26</td>
<td>$15.1</td>
<td>$14.95</td>
<td>$15.0</td>
<td>$42.00</td>
<td>$117.0K</td>
<td>574</td>
<td>287</td>
</tr>
<tr>
<td>SMCI</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/16/26</td>
<td>$14.5</td>
<td>$14.25</td>
<td>$14.5</td>
<td>$50.00</td>
<td>$110.2K</td>
<td>6.2K</td>
<td>258</td>
</tr>
</tbody>
</table>

<h3>About Super Micro Computer</h3>
Super Micro Computer Inc provides high-performance server technology services to cloud computing, data centers, Big Data, high-performance computing, and the "Internet of Things" embedded markets. Its solutions include server, storage, blade, and workstations to full racks, networking devices, and server management software. The firm follows a modular architectural approach, which provides flexibility to deliver customized solutions. The Company operates in one operating segment that develops and provides high-performance server solutions based upon an innovative, modular, and open-standard architecture. More than half of the firm's revenue is generated in the United States, with the rest coming from Europe, Asia, and other regions.
<h3>Super Micro Computer's Current Market Status</h3>
<ul>
<li>Trading volume stands at 132,695,179, with SMCI's price up by 17.1%, positioned at $45.54.</li>
<li>RSI indicators show the stock to be may be overbought.</li>
<li>Earnings announcement expected in 83 days.</li>
</ul>
<h3>What The Experts Say On Super Micro Computer</h3>
5 market experts have recently issued ratings for this stock, with a consensus target price of $40.8.
Turn $1000 into $1270 in just 20 days?
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&#x2A; Maintaining their stance, an analyst from Barclays continues to hold a Equal-Weight rating for Super Micro Computer, targeting a price of $34. 
&#x2A; An analyst from Citigroup has decided to maintain their Neutral rating on Super Micro Computer, which currently sits at a price target of $37. 
&#x2A; An analyst from Rosenblatt persists with their Buy rating on Super Micro Computer, maintaining a target price of $55. 
&#x2A; Reflecting concerns, an analyst from Citigroup lowers its rating to Neutral with a new price target of $39. 
&#x2A; Reflecting concerns, an analyst from Needham lowers its rating to Buy with a new price target of $39.
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Spotlight on Super Micro Computer: Analyzing the Surge in Options Activity

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders will search for circumstances when the market estimation of an option diverges heavily from its normal worth. High amounts of trading activity could push option prices to exaggerated or underestimated levels. 
Below are some instances of options activity happening in the Information Technology sector: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>NVDA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/16/25</td>
<td>$135.00</td>
<td>$39.1K</td>
<td>88.0K</td>
<td>231.9K</td>
</tr>
<tr>
<td>AAPL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>05/16/25</td>
<td>$215.00</td>
<td>$53.0K</td>
<td>25.0K</td>
<td>112.0K</td>
</tr>
<tr>
<td>MSFT</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>05/16/25</td>
<td>$400.00</td>
<td>$51.0K</td>
<td>15.2K</td>
<td>64.1K</td>
</tr>
<tr>
<td>PLTR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/16/25</td>
<td>$130.00</td>
<td>$63.2K</td>
<td>21.4K</td>
<td>24.2K</td>
</tr>
<tr>
<td>SMCI</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>05/16/25</td>
<td>$44.00</td>
<td>$54.2K</td>
<td>2.3K</td>
<td>10.8K</td>
</tr>
<tr>
<td>SOUN</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$13.00</td>
<td>$53.5K</td>
<td>4.7K</td>
<td>7.1K</td>
</tr>
<tr>
<td>AVGO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>05/23/25</td>
<td>$240.00</td>
<td>$35.0K</td>
<td>1.9K</td>
<td>5.6K</td>
</tr>
<tr>
<td>MSTR</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>06/18/26</td>
<td>$380.00</td>
<td>$386.4K</td>
<td>3.1K</td>
<td>1.2K</td>
</tr>
<tr>
<td>PATH</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>09/19/25</td>
<td>$13.00</td>
<td>$112.2K</td>
<td>5.1K</td>
<td>662</td>
</tr>
<tr>
<td>ENPH</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$40.00</td>
<td>$52.3K</td>
<td>3.0K</td>
<td>450</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• Regarding NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we observe a call option sweep with bullish sentiment. It expires in 2 day(s) on May 16, 2025. Parties traded 237 contract(s) at a $135.00 strike. This particular call needed to be split into 13 different trades to become filled. The total cost received by the writing party (or parties) was $39.1K, with a price of $165.0 per contract. There were 88096 open contracts at this strike prior to today, and today 231993 contract(s) were bought and sold. 
• For AAPL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), we notice a call option sweep that happens to be bearish, expiring in 2 day(s) on May 16, 2025. This event was a transfer of 663 contract(s) at a $215.00 strike. This particular call needed to be split into 12 different trades to become filled. The total cost received by the writing party (or parties) was $53.0K, with a price of $79.0 per contract. There were 25003 open contracts at this strike prior to today, and today 112029 contract(s) were bought and sold. 
• Regarding MSFT (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), we observe a call option trade with bearish sentiment. It expires in 2 day(s) on May 16, 2025. Parties traded 10 contract(s) at a $400.00 strike. The total cost received by the writing party (or parties) was $51.0K, with a price of $5100.0 per contract. There were 15204 open contracts at this strike prior to today, and today 64139 contract(s) were bought and sold. 
• Regarding PLTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>), we observe a call option sweep with bullish sentiment. It expires in 2 day(s) on May 16, 2025. Parties traded 250 contract(s) at a $130.00 strike. This particular call needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $63.2K, with a price of $253.0 per contract. There were 21488 open contracts at this strike prior to today, and today 24224 contract(s) were bought and sold. 
• For SMCI (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>), we notice a put option sweep that happens to be bearish, expiring in 2 day(s) on May 16, 2025. This event was a transfer of 321 contract(s) at a $44.00 strike. This particular put needed to be split into 16 different trades to become filled. The total cost received by the writing party (or parties) was $54.2K, with a price of $169.0 per contract. There were 2304 open contracts at this strike prior to today, and today 10838 contract(s) were bought and sold. 
• For SOUN (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOUN#NASDAQ">SOUN</a>), we notice a call option sweep that happens to be bearish, expiring in 37 day(s) on June 20, 2025. This event was a transfer of 500 contract(s) at a $13.00 strike. This particular call needed to be split into 13 different trades to become filled. The total cost received by the writing party (or parties) was $53.5K, with a price of $107.0 per contract. There were 4712 open contracts at this strike prior to today, and today 7197 contract(s) were bought and sold. 
• Regarding AVGO (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), we observe a call option sweep with neutral sentiment. It expires in 9 day(s) on May 23, 2025. Parties traded 100 contract(s) at a $240.00 strike. This particular call needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $35.0K, with a price of $350.0 per contract. There were 1944 open contracts at this strike prior to today, and today 5640 contract(s) were bought and sold. 
• Regarding MSTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>), we observe a call option trade with bullish sentiment. It expires in 400 day(s) on June 18, 2026. Parties traded 24 contract(s) at a $380.00 strike. The total cost received by the writing party (or parties) was $386.4K, with a price of $16100.0 per contract. There were 3149 open contracts at this strike prior to today, and today 1261 contract(s) were bought and sold. 
• Regarding PATH (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PATH#NYSE">PATH</a>), we observe a call option trade with bullish sentiment. It expires in 128 day(s) on September 19, 2025. Parties traded 600 contract(s) at a $13.00 strike. The total cost received by the writing party (or parties) was $112.2K, with a price of $187.0 per contract. There were 5110 open contracts at this strike prior to today, and today 662 contract(s) were bought and sold. 
• Regarding ENPH (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ENPH#NASDAQ">ENPH</a>), we observe a put option sweep with bearish sentiment. It expires in 128 day(s) on September 19, 2025. Parties traded 136 contract(s) at a $40.00 strike. This particular put needed to be split into 4 different trades to become filled. The total cost received by the writing party (or parties) was $52.3K, with a price of $385.0 per contract. There were 3073 open contracts at this strike prior to today, and today 450 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more news on unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

AVGO

ENPH

PATH

SOUN

10 Information Technology Stocks Whale Activity In Today's Session

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Super Micro Computer

Unusual Options Activity for

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PARTNER/COLLABORATORE

BENZINGA NEL MONDO

Date	Put/Call	Strike Price	Exp Date	DTE	Trade Vol	Day Vol	Vol / OI	OI	Trade Type	Sentiment
10:09 AMMay 14, 2025	PUT	$40.00	Jan 16, 2026	236	934	722	10	9452	SWEEP	BEARISH
09:31 AMMay 14, 2025	CALL	$40.00	May 16, 2025	-9	3202	999	12	25823	TRADE	NEUTRAL
09:31 AMMay 14, 2025	CALL	$40.00	May 16, 2025	-9	3202	999	12	25823	TRADE	NEUTRAL