First Trust Exchange-Traded Fund VIII First Trust Active Global Quality Income ETF (ARCA: AGQI)

에 대한 최신 뉴스 First Trust Exchange-Traded Fund VIII First Trust Active Global Quality Income ETF (ARCA:AGQI)

Technology

Healthcare

Industrials

Consumer Defensive

Communication Services

Financial Services

Energy

Basic Materials

Consumer Cyclical

Under normal market conditions, the Fund seeks to invest primarily in income-producing equity securities. Such equity securities may include common stock, depositary receipts (including American Depositary Receipts (ADRs) and Global Depositary Receipts (GDRs)), preferred securities and real estate investment trusts (REITs). The Fund invests in U.S. and non-U.S. issuers and will typically invest at least 40 percent of its net assets in securities of issuers or companies that are economically tied to different countries throughout the world, excluding the United States. An issuer is deemed to be economically tied to a country or countries outside of the United States if one or more of the following tests are met: (i) the issuer is organized in, or its primary business office or principal trading market of its equity is located in, a country outside of the United States; (ii) a majority of the issuers revenues are derived from outside of the United States; or (iii) a majority of the issuers assets are located outside of the United States. The Fund has no specific policy on the number of different countries in which it will invest but intends to invest in at least three different countries. The Fund may invest up to 20 percent of its net assets in emerging market countries at time of purchase.

Microsoft Corp

Taiwan Semiconductor Manufacturing Company Ltd.

R E L X P L C

TotalEnergies SE SPONSORED ADS

Merck & Co. Inc

Sano

Coca-cola Co (ko)

First Trust Active Global Quality Income ETF

Asia

Equities

News

Global

Markets

Tech

ETFs

AAPL

First Trust Exchange-Traded Fund VIII First Trust Active Global Quality Income ETF

AGQI

CARZ

NVDA

QCOM

대만 반도체 제조(TSMC)(NYSE:TSM)와 관련된 인기 있는 차익 거래(arbitrage trade)는 자사의 대만 주식 대비 미국 주식 프리미엄이 15년 최고치에 도달하면서 예상치 못한 어려움을 야기하고 있다. 사건의 전말 (What Happened): 대만 주식에 대한 TSMC의 미국 증권예탁증서(ADR)의 프리미엄은 이번 분기에 22%로 급등했는데, 이는 2009년 이후 가장 높은 평균치이라고 블룸버그가 월요일에 보도했다. 이러한 급등은 인공 지능(AI)에 대한 미국의 지속적인 열광에 기인한다.

미국 주식 프리미엄이 15년 최고치를 기록하면서 TSMC 차익 거래가 어려움에 직면

Media

AMZN

애플, 엔비디아는 AI 수요 급증에 대만의 TSMC의 고급 칩으로 미래 확보

These ten large-cap stocks were the best performers in the last week. Are they in your portfolio?
<ol>
<li>Atlassian Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TEAM#NASDAQ">TEAM</a>) shares escalated 15.85% after the company reported better-than-expected financial results for the fiscal second quarter and <a href="https://www.benzinga.com//node/43391113" target="_blank" rel="noreferrer noopener">analysts changed their price forecast</a>.</li>
<li>Royal Caribbean Cruises Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RCL#NYSE">RCL</a>) stock upped 14.86% after announcing upbeat fourth-quarter results <a href="https://www.benzinga.com//node/43312480" target="_blank" rel="noreferrer noopener">and analysts raised the price forecast.</a></li>
<li>International Business Machines Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>) shares increased 13.75% after the company reported an upbeat fourth-quarter results and <a href="https://www.benzinga.com//node/43341886" target="_blank" rel="noreferrer noopener">analysts revised the price forecast</a>.</li>
<li>GitLab Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GTLB#NASDAQ">GTLB</a>) stock grew 12.30% amid a rebound in the broader space.</li>
<li>Check Point Software Ltd (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CHKP#NASDAQ">CHKP</a>) shares gained 12.10% last week following <a href="https://www.benzinga.com//node/43347093" target="_blank" rel="noreferrer noopener">Q4 earnings</a>. Several analysts raised their <a href="https://www.benzinga.com/quote/CHKP/analyst-ratings" target="_blank" rel="noreferrer noopener">price forecasts</a> on the stock.</li>
<li>RBC Bearings Incorporated (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RBC#NYSE">RBC</a>) shares jumped 10.99% after the company reported better-than-expected third-quarter results and issued fourth-quarter <a href="https://www.benzinga.com//node/43382549" target="_blank" rel="noreferrer noopener">net sales guidance above estimates</a>.</li>
<li>Alibaba Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) shares escalated 10.88% as the company&#8217;s latest artificial intelligence <a href="https://www.benzinga.com//node/43351350" target="_blank" rel="noreferrer noopener">model, Qwen 2.5, gained traction</a>.</li>
<li>Duolingo, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DUOL#NASDAQ">DUOL</a>) stock gained 10.77% last week after several analysts raised their <a href="https://www.benzinga.com/quote/DUOL/analyst-ratings" target="_blank" rel="noreferrer noopener">price forecasts</a>.</li>
<li>Franklin Resources, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BEN#NYSE">BEN</a>) stock upped 10.70% after the company reported better-than-expected Q1 financial results.</li>
<li>Cloudflare, Inc.&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NET#NYSE">NET</a>) stock rose 10.61% amid a rebound in the broader market, which sold off amid concerns about AI competition<a href="https://www.benzinga.com/quote/net/analyst-ratings" target="_blank" rel="noreferrer noopener"> from China</a>.</li>
</ol>
Image via Shutterstock

Large Cap

Movers

Trading Ideas

AFRM

BABA

CHKP

DUOL

GTLB

RDDT

SHOP

TEAM

Alibaba, IBM And Duolingo Are Among Top 0Large Cap Gainers Last Week (Jan 27-Jan 31): Are The Others In Your Portfolio?

Harry Lewis, the former Harvard professor of Bill Gates, recently expressed that Gates&#8217; decision to drop out of Harvard to start Microsoft did not come as a surprise to him.
What Happened: Lewis, who taught Gates applied mathematics at Harvard, remembered the future billionaire as being exceptionally inquisitive and mature for his age. Gates&#8217; thirst for challenges stood out, leading Lewis to believe that Gates&#8217; decision to leave Harvard wasn&#8217;t surprising.
Gates left Harvard after three semesters to launch Microsoft, which was then a startup in the budding software industry. This decision ultimately led Gates to become a billionaire by the age of 31. Today, Microsoft boasts a market value of nearly $3.2 trillion, and Gates&#8217; estimated net worth is $108.7 billion, according to Forbes.
Lewis humorously mentioned his regret at not investing in Gates when he had the chance. If he had invested $100 in Microsoft when the company went public in 1986, his shares would be worth approximately $650,000 today, after considering price appreciation and dividend payouts, according to <a href="https://www.cnbc.com/2025/01/29/bill-gates-harvard-professor-wasnt-surprised-he-dropped-out.html">a </a>CNBC analysis.
Also Read: <a href="https://www.benzinga.com/tech/25/01/43218782/bill-gates-i-would-probably-be-diagnosed-on-the-autism-spectrum-if-growing-up-today">Bill Gates: &#8216;I Would Probably Be Diagnosed on the Autism Spectrum&#8217; if Growing Up Today</a>
"He always wanted a challenge. I wasn't surprised when he dropped out — I just wish I'd invested in him," Lewis told the outlet. 
Despite being surrounded by students with superior math skills at Harvard, Gates stood out due to his curiosity and eagerness to tackle challenges. 
Lewis even suggested that Gates could have been a professional mathematician if he had chosen to pursue that path.
Why It Matters: Gates&#8217; early departure from Harvard to start Microsoft underscores his entrepreneurial spirit and risk-taking attitude. His decision to leave a prestigious institution like Harvard to venture into the uncertain world of software startups was a bold move that paid off immensely. 
Today, Microsoft is one of the most valuable companies in the world, and Gates&#8217; net worth is a testament to his vision and determination. 
Lewis&#8217; anecdote about Gates&#8217; time at Harvard provides a glimpse into the mindset of a young Gates, who was not afraid to challenge the status quo and take risks in pursuit of his ambitions.
Read Next
<a href="https://www.benzinga.com/markets/cryptocurrency/24/12/42716028/bill-gates-expressed-skepticism-towards-bitcoin-i-would-short-it-if-possible" target="_blank" rel="noreferrer noopener">Bill Gates Expressed Skepticism Towards Bitcoin: ‘I Would Short It' If Possible</a>

Success Stories

MSFT

Bill Gates' Early Departure From Harvard: Not Surprising, Says Former Professor: 'I Just Wish I'd Invested In Him'

Chinese startup DeepSeek has upended the artificial intelligence industry&#8217;s assumptions about costs and computing power, just as OpenAI announced its latest model can cost up to $3,000 per query.
DeepSeek&#8217;s R1 model, which rivals top U.S. systems in performance, reportedly cost just $5.6 million to develop. The breakthrough sent shocks through global markets Monday, erasing nearly $1 trillion in U.S. and European tech stock value, including a record $589 billion drop in Nvidia&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) market capitalization.
&#8220;It&#8217;s a paradigm shift,&#8221; Ali Ghodsi, CEO of Databricks Inc., said to Bloomberg. &#8220;These models that can reason are so much cheaper to produce that you will see it be democratized. You&#8217;ll see innovations from unexpected corners of the world.&#8221;
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<li><a href="https://www.benzinga.com/money/qnetic-2">This 12,000 RPM Spinning Battery With Over $100 Million In LOIs Could Be The Missing Link For Green Energy — Here&#8217;s Why Early Investors Are Flocking To Invest Before Funding Closes</a></li>
</ul>
Meanwhile, OpenAI&#8217;s new o3 model, announced just before Christmas, signals a contrary trend—achieving breakthrough performance but at staggering costs. The model requires up to $3,000 to solve a single query that humans complete in seconds, using 172 times more computing power than previous approaches.
&#8220;One very important thing to understand about the future: the economics of AI are about to change completely,&#8221; François Chollet, an AI researcher, said on X when o3 went public.
The model&#8217;s success came from its &#8220;test-time compute&#8221; approach, allowing it to think harder about each question. While this produced superior results, including a 91.5% score on Chollet&#8217;s challenging ARC test, it shattered previous cost assumptions about AI services.
Trending: Built on the trusted network of Fortune 500 companies, <a href="https://www.benzinga.com/money/web3-enabler-the-most-boring-blockchain-company-partners-with-salesforce">this blockchain company partners with Salesforce to uproot lengthy and expensive B2B transactions, and you can invest with just $100.</a>
OpenAI, valued at $157 billion, may charge up to $2,000 monthly for full access to o3, according to The Economist, which cited New Street Research analyst Pierre Ferragu. Even the company&#8217;s current &#8220;pro&#8221; version of o1 loses money on its $200 monthly subscription tier due to higher-than-expected usage.
The cost structure challenges the traditional tech industry model of providing services at near-zero marginal cost. It also strengthens the position of suppliers like Nvidia and cloud providers like Amazon (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), Microsoft (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), and Alphabet (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>, GOOGL)), which control the essential computing infrastructure. DeepSeek&#8217;s <a href="https://www.benzinga.com/markets/asia/25/01/43243584/deepseek-r1-vs-openai-what-consumers-need-to-know-about-ais-latest-challenger">success suggests an alternative path</a>. Founded by Liang Wenfeng in 2023, the company achieved its results through efficiency innovations and reinforcement learning techniques, despite limited access to advanced U.S. chips.
See Also: ‘Scrolling To UBI' — Deloitte's #1 fastest-growing software company allows users to earn money on their phones. <a href="https://www.benzinga.com/money/mode-mobile-2">You can invest today for just $0.26/share with a $1000 minimum.</a>
&#8220;More investment does not necessarily lead to more innovation,&#8221; Liang told Chinese media outlet 36kr. &#8220;Otherwise, large companies would take over all innovation.&#8221;
The development is catching Silicon Valley&#8217;s attention. OpenAI CEO Sam Altman noted the shift, calling DeepSeek&#8217;s R1 &#8220;an impressive model&#8221; and &#8220;invigorating.&#8221; Meta established an internal team to analyze DeepSeek&#8217;s methods, according to Bloomberg, which cited people familiar with the matter.
Instead of a winner-take-all market, experts predict an oligopoly where multiple firms compete based on specialized applications. Companies like Anthropic, valued at $60 billion, and xAI at $45 billion, suggest investors see room for multiple players despite the high costs.
Read Next:
<ul>
<li>According to Juniper Research, the total value of B2B cross-border payments stored on the blockchain is projected to exceed $4.4 trillion — <a href="https://www.benzinga.com/money/web3-enabler-future-of-enterprise-transactions">Join the first company to bring blockchain payments to Salesforce early with just $100.</a></li>
<li>Deloitte's fastest-growing software company partners with Amazon, Walmart &amp; Target – <a href="https://www.benzinga.com/money/mode-mobile-2">Many are rushing to grab 4,000 of its pre-IPO shares for just $0.26/share!</a></li>
</ul>

Startups

GOOG

'The Economics Of AI Are About To Change Completely': Why OpenAI's o3 Could Reshape The Industry — Costing Up To $3000 Per Query

A recent analysis by The Commonwealth Fund has revealed what many Americans may already suspect: the United States health care system ranks last among wealthy nations. Despite spending more on health care than any other country, the US continues to underperform in critical areas like accessibility, efficiency, equity, and health outcomes.
A Troubling Report Card
In the "Mirror, Mirror 2024: A Portrait of the Failing U.S. Health System" <a href="https://www.commonwealthfund.org/publications/fund-reports/2024/sep/mirror-mirror-2024">report</a>, researchers compared health care systems across 10 high-income countries—Australia, Canada, France, Germany, the Netherlands, New Zealand, Sweden, Switzerland, the United Kingdom, and the United States. The US came in last place overall, ranking 10th in accessibility and health outcomes, and poorly in administrative efficiency and equity.
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<li>Can you guess how many Americans successfully retire with $1,000,000 saved?<a href="https://www.benzinga.com/money/1milsaved"> The percentage may shock you</a>.</li>
<li>The average American couple has saved this much money for retirement —<a href="http://www.benzinga.com/money/smartasset"> How do you compare</a>?</li>
</ul>
According to a September article in AJMC, Joseph Betancourt, MD, president of The Commonwealth Fund, summed it up saying: "The US is failing one of its principal obligations as a nation: to protect the health and welfare of its people… Continually spending the most and getting the least for our health care dollars is not sustainable."
What's Holding the US Back?
One of the <a href="https://www.benzinga.com/personal-finance/25/01/43218719/medicares-at-home-care-and-telehealth-restrictions-in-2025-could-limit-access-to-affordable-healthcare-heres-what-you-need-to-know">biggest issues is access to care</a>. With 26 million uninsured Americans and sky-high out-of-pocket costs, health care remains out of reach for many. In contrast, countries like the Netherlands and Germany offer universal coverage and affordable care, making access far more equitable.
The <a href="https://www.benzinga.com/personal-finance/24/12/42742855/mark-cuban-says-this-is-single-payer-how-his-healthcare-model-could-transform-the-u-s-healthcare-system">shortcomings of the US health care system</a> are further evident in its unparalleled spending. According to the Peter G. Peterson Foundation, in 2022, the United States spent an estimated $12,742 per person on health care—the highest per capita spending among wealthy nations. For comparison, Switzerland, the second-highest spender, allocated $9,044 per person, while the average for other Organization for Economic Development Cooperative and Development countries, excluding the US, was just $6,850.&nbsp;
Trending: <a href="https://www.benzinga.com/money/mark-cubans-advice-for-lotto-winners">Many are surprised by Mark Cuban's advice for lotto winners: Cash or annuity?</a>
Administrative inefficiency is another key weakness. The US ranked ninth in the category due to its complex insurance system, which forces patients and providers to navigate endless denials, appeals, and paperwork.&nbsp;
In terms of equity, the US fared poorly as well, with widespread disparities in care based on race, ethnicity, and income. Issues like racial discrimination and uneven access to resources disproportionately impact vulnerable communities, worsening health outcomes for millions.
Finally, the US performed the worst in health outcomes. The country has the highest rate of preventable deaths, along with a lower-than-average life expectancy, driven by factors like the opioid crisis, gun violence, and chronic diseases.
Trending: The average 401(k) balance soars to a record-breaking high – <a href="https://www.benzinga.com/money/average-401k-balances-soars-to-record-high">Here's how to know if your nest egg is keeping pace.</a>
What Can Be Done?
The report emphasizes that the US health care system could learn a lot from other nations. Here's what researchers suggest:
<ul>
<li>Reduce financial barriers: Expand insurance coverage and ensure it protects against high out-of-pocket costs.</li>
<li>Simplify the system: Streamline administrative processes to reduce inefficiencies for both patients and providers.</li>
<li>Strengthen primary care: Invest in training and compensation for primary care providers to improve access and outcomes.</li>
<li>Address inequities: Combat racial and socioeconomic disparities by expanding social safety nets and addressing social determinants of health, like housing and food security.</li>
<li>Tackle market consolidation: Regulate health care mergers to reduce costs and improve access.</li>
</ul>
As Betancourt put it, "This report underscores the many lessons we could learn from others on how to strengthen our health care delivery and outcomes."
See Also: <a href="https://www.benzinga.com/money/suze-orman-retirement-bucket">&#8216;Which Bucket Do I Draw From First?&#8217; Suze Orman Explains To 67-Year-Old The Best Order For Tapping Into Her Retirement Accounts</a>
The Bottom Line
The US health care system's high spending has not translated into better health outcomes or broader access. It's clear that reform is overdue, with opportunities to build a system that is more equitable, efficient, and effective for all Americans. By learning from other nations, the US could finally turn its spending into meaningful improvements for its citizens.
Read Next:
<ul>
<li>Many are using retirement income calculators to check if they&#8217;re on pace —<a href="https://www.benzinga.com/money/how-do-i-calculate-my-retirement-income-adv"> here&#8217;s a breakdown on what&#8217;s behind this formula.</a></li>
<li><a href="https://www.benzinga.com/money/62-years-old-with-1-mil-saved">I&#8217;m 62 Years Old And Have $1.2 Million Saved. Is This Enough to Retire Stress-Free?</a> </li>
</ul>

Personal Finance

US Health Care Ranks Last Among Wealthy Nations — Study Reveals Despite Highest Spending, People Have Lower-Than-Average Life Expectancies

It's been over seven years since Elon Musk first teased the second-generation Tesla Roadster, a futuristic sports car promising jaw-dropping acceleration and a rocket-powered boost.&nbsp;
Yet, here we are in 2025 and the Roadster is still nowhere to be seen on public roads. Meanwhile, <a href="https://www.benzinga.com/tech/25/01/43048198/in-2011-elon-musk-mocked-tesla-rival-byd-fast-forward-to-2024-the-chinese-automaker-is-the-only-real-contender-to-tslas-global-dominance">Chinese automaker BYD</a> has stolen the spotlight with a real, functioning electric hypercar that performs like a beast and comes with an outrageous party trick: it can jump over potholes, police spikes and other obstacles.
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<li>Nancy Pelosi Invested $5 Million In An AI Company Last Year — <a href="https://www.benzinga.com/money/elf-labs-nancy-pelosi">Here's How You Can Invest In Multiple Pre-IPO AI Startups With Just $1,000</a></li>
<li>Built on the trusted network of Fortune 500 companies, <a href="https://www.benzinga.com/money/web3-enabler-the-most-boring-blockchain-company-partners-with-salesforce">this blockchain company partners with Salesforce to uproot lengthy and expensive B2B transactions, and you can invest with just $100.</a></li>
</ul>
<h2 class="wp-block-heading">Tesla's Elusive Roadster</h2>
Back in 2017, Musk confidently declared that the Tesla Roadster would launch in 2020, setting performance standards no other car could touch. It was supposed to accelerate from 0 to 60 mph in 1.9 seconds, hit a top speed of over 250 mph and finish a quarter-mile in just 8.8 seconds. Musk now says the <a href="https://www.benzinga.com/news/24/07/39924101/new-tesla-roadster-will-be-something-special-says-ceo-elon-musk-production-to-commence-in-2025">Roadster will launch in 2025</a> with even more outrageous features, such as SpaceX-sourced rocket technology and a sub-second time to 60 mph.
But is it realistic? Experts think not. Achieving such acceleration would require forces 2.8 times stronger than gravity, which would likely leave drivers feeling dizzy or worse. Adding rockets may sound cool, but making them practical – or safe – on public roads is another story. And the idea of a "flying car" raises even more questions, from engineering challenges to FAA regulations. In short, the Tesla Roadster feels more like a fantasy than a car you'll see in your driveway anytime soon.
Trending: <a href="https://www.benzinga.com/money/qnetic-2">This 12,000 RPM Spinning Battery With Over $100 Million In LOIs Could Be The Missing Link For Green Energy — Here&#8217;s Why Early Investors Are Flocking To Invest Before Funding Closes</a>
<h2 class="wp-block-heading">BYD's Yangwang U9 – A Real-Life Marvel</h2>
While Tesla's Roadster remains a promise, BYD has delivered the goods. Their <a href="https://www.benzinga.com/news/24/09/41043074/byd-makes-a-red-yangwang-u9-supercar-for-its-9-millionth-new-energy-vehicle">Yangwang U9</a> is an all-electric hypercar with jaw-dropping capabilities. Priced at $236,000, the U9 features a 1,287-horsepower drivetrain that goes from 0 to 60 mph in 2.36 seconds, rivaling Tesla's Model S Plaid. But it's the car's suspension system that sets it apart.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">BYD&#39;s new &quot;jumping suspension&quot; feature on its Yangwang U9 supercar allows it to clear potholes&#8230;and road spikes <a href="https://t.co/4dKQmqJFOM">pic.twitter.com/4dKQmqJFOM</a>
&mdash; Electrek.co (@ElectrekCo) <a href="https://twitter.com/ElectrekCo/status/1876654085195304972?ref_src=twsrc%5Etfw">January 7, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
Using BYD's DiSus-X intelligent suspension, the U9 can leap up to six meters forward to clear potholes, road spikes and other obstacles. In a recent demo, the self-driving car hit 75 mph and jumped over an eight-foot pothole without a human behind the wheel. This system also lets the car "dance" to music and even drive with three wheels, making it a true engineering showpiece.
See Also: ‘Scrolling To UBI' — Deloitte's #1 fastest-growing software company allows users to earn money on their phones. <a href="https://www.benzinga.com/money/mode-mobile-2">You can invest today for just $0.26/share with a $1000 minimum.</a>
<a href="https://www.benzinga.com/news/24/03/37502601/tesla-rival-byd-drops-price-of-its-cheapest-ev-model-in-china-amid-fierce-war-for-market-share">BYD is known for its affordable EVs</a>, but the Yangwang brand represents its move into the luxury space. In addition to the U9, the range features unusual cars like an SUV that can float on water for 30 minutes in an emergency. The company's innovations aren't just for show – they're part of a larger strategy to challenge Tesla's dominance in high-end and affordable EV markets.
While Musk's Tesla continues to grab headlines with bold claims and delayed promises, BYD is quietly reshaping the EV landscape with practical, high-performance vehicles that push boundaries. The U9 may not fly or reach rocket-assisted speeds, but it's a real car you can buy.
The question is: will Tesla's elusive Roadster ever live up to its hype or has BYD already leaped ahead in the EV race?
Read Next:
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<li>According to Juniper Research, the total value of B2B cross-border payments stored on the blockchain is projected to exceed $4.4 trillion — <a href="https://www.benzinga.com/money/web3-enabler-future-of-enterprise-transactions">Join the first company to bring blockchain payments to Salesforce early with just $100.</a></li>
<li>Deloitte's fastest-growing software company partners with Amazon, Walmart &amp; Target – <a href="https://www.benzinga.com/money/mode-mobile-2">Many are rushing to grab 4,000 of its pre-IPO shares for just $0.26/share!</a></li>
</ul>

Musk's Rocket-Powered Tesla Roadster Is MIA, But A Chinese Automaker Unveils A $236k Self-Driving Car That Can Jump Over Potholes And Spikes

The Trump administration is mounting an aggressive push this weekend to secure Senate support for <a href="https://www.benzinga.com/topic/tulsi-gabbard" target="_blank" rel="noreferrer noopener">Tulsi Gabbard</a>'s nomination as Director of National Intelligence (DNI), according to Axios. With the Senate Intelligence Committee vote looming, officials are scrambling to ensure Gabbard, a former Democratic congresswoman and military veteran, clears the crucial first hurdle in her confirmation process.
Senate Republican Conference Chairman Tom Cotton (R-Ark.) has transformed the conference's official X account into a makeshift Gabbard "war room," underscoring the urgency of the administration's efforts. To advance her nomination to the full Senate, Gabbard needs to secure every Republican vote on the Intelligence Committee, though skepticism among some GOP senators threatens to derail her path. The committee includes nine Republicans and eight Democrats.
<h2 class="wp-block-heading">What's The Problem? Mostly Edward Snowden</h2>
The administration's lobbying efforts are reportedly focused on persuading Sen. Todd Young (R-Ind.), who, along with other senators, pressed Gabbard during her confirmation hearing over her reluctance to label whistleblower Edward Snowden a "traitor."
It seems no one has forgotten that Gabbard <a href="https://www.benzinga.com/news/24/12/42257381/snowden-finds-unexpected-allies-in-trumps-new-team">co-sponsored a resolution</a> in 2020 calling for the U.S. to dismiss all charges against Snowden, who has been living in Russia since 2013 after he leaked of classified documents from the National Security Agency.
<h2 class="wp-block-heading">Will Trump Step In? Most Likely</h2>
President Donald Trump is apparently considering direct outreach to the committee's Republicans to reassure them he has no intention of pardoning Snowden. 
"The president isn&#8217;t really talking about pardoning Snowden, but if that&#8217;s a guarantee they want to get Tulsi confirmed, the president will have those conversations,&#8221; an anonymous senior White House official <a href="https://www.axios.com/2025/02/01/trump-tulsi-gabbard-senate-intelligence">told</a> Axios.
A member of the Hawaii Army National Guard who deployed to Iraq with a medical unit, <a href="https://www.benzinga.com/markets/cannabis/23/02/30743988/breaking-the-chains-of-cannabis-criminalization-tulsi-gabbards-fight-for-legalization-from-grine">Gabbard also supports</a> federal legalization of marijuana. Her outspoken stances over the years, including opposing mainstream intelligence views on Russia, are now raising questions about how she would oversee the nation&#8217;s 18 intelligence agencies with a combined budget of approximately $70 billion.
<h2 class="wp-block-heading">Get On Board Or You&#8217;re Out</h2>
Meanwhile, MAGA-aligned activists are warning of primary challenges against any Republican senator who opposes Gabbard. "We are 100% serious," Turning Point Action spokesperson Andrew Kolvet said in a statement reported by Axios. "GOP senators in red states will open themselves up to well-funded, well-organized primary challenges if they stand in the way of confirming the Cabinet the president wants and the American people voted for."
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Cannabis

Government

Politics

Trump Camp Threatens GOP Holdouts: Confirm Tulsi Gabbard For DNI Or Face Reelection Backlash

Esteemed American financier Peter Lynch imparted some key investment wisdom, underscoring the significance of patience, basic arithmetic, and a <a href="https://www.benzinga.com/news/stock-split/25/01/42804677/investment-guru-peter-lynch-if-you-invest-only-in-an-index-youll-never-beat-it-brushing-up-on-stock-picking-skills-is-wise">keen focus on a company&#8217;s fundamentals</a>.
What Happened: In one of his books, One Up on Wall Street, he has highlighted some of the most insightful investment thoughts and guideances. 
Lynch, who achieved an impressive 29.2% annual return during his time at the Fidelity Magellan Fund, underscored the crucial role of patience in investment. He said in the book, &#8220;If&nbsp;you invest $1,000 in a&nbsp;stock, all you can lose&nbsp;is $1,000, but you stand&nbsp;to gain $10,000 or even&nbsp;$50,000 over time if you're&nbsp;patient.&#8221;
Contrary to widespread belief, Lynch argued that basic arithmetic skills are all one needs for successful investing. He stated, &#8220;All&nbsp;the math you need in&nbsp;the stock market you get&nbsp;in the fourth grade.&#8221; He emphasized the importance of understanding a company&#8217;s fundamentals rather than relying on intricate mathematical analysis.
Also Read: <a href="https://www.benzinga.com/markets/25/01/42935107/peter-lynchs-money-making-advice-when-things-go-from-terrible-to-semi-terrible-to-ok-you-can-make-a-lot-of-money">Peter Lynch&#8217;s Money-Making Advice: &#8216;When Things Go From Terrible to Semi-Terrible to OK, You Can Make a Lot of Money&#8217;</a>
Lynch also encouraged investors to concentrate on the companies themselves, rather than the stocks. He argued that aspects such as a company&#8217;s product lineup,&nbsp;growth potential, competitive advantages, and&nbsp;financial health are more indicative of its long-term performance than short-term market fluctuations.
Lynch reminded investors that losses are an inevitable part of investing and that there&#8217;s no disgrace&nbsp;in losing money on a&nbsp;stock. He stressed the importance of focusing&nbsp;on company fundamentals and industry&nbsp;outlook over short-term performance.
"There's no shame in losing money on a stock. Everybody does it. What is shameful is to hold on to a stock, or worse, to buy more of it when the fundamentals are deteriorating," he wrote in the book. &nbsp;
Why It Matters: Lynch&#8217;s insights serve as a timely reminder for investors, particularly those in their 60s, to focus on the long-term potential of their investments. His emphasis on patience, basic math, and company fundamentals over complex analysis and short-term market shifts provides a valuable perspective in today&#8217;s volatile market environment. 
His advice could potentially help investors make more informed decisions, mitigate losses, and maximize returns.
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Peter Lynch's Stock Tips: 'There's No Shame In Losing Money On A Stock, What Is Shameful Is To Hold On To A Stock When Fundamentals Are Deteriorating'

Famed investor&nbsp;Ray Dalio&nbsp;has forecasted China&#8217;s supremacy in the AI industry. Concurrently, Chinese AI startup&nbsp;DeepSeek&nbsp;has caused a significant disturbance in the tech market.
What Happened: Dalio expects&nbsp;China to leverage its manufacturing&nbsp;capabilities in the AI race, similar to its strategy with electric vehicles. He pointed out that leading AI firms like&nbsp;Nvidia Corporation&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) are confronted with &#8220;risk issues.&#8221;
Dalio underscored China&#8217;s potential in the AI sector, saying,&nbsp;&#8220;I think the Chinese are&nbsp;a bit behind in the&nbsp;chips, but they&#8217;re ahead in&nbsp;the applications.&#8221; He envisions China&#8217;s plan to involve low-cost chips integrated into manufactured products, such as robotics.
&#8220;You want to invest in productivity, but there&#8217;s great disruption, great disruption, that&#8217;s going to take place, and they&#8217;re going to be the disruptors and the disruptees,&#8221; Dalio told the outlet.
DeepSeek, a Chinese AI startup, recently grabbed headlines with the launch of its R1 model, creating a buzz in Silicon Valley and resulting in a significant decline in tech stocks. Nvidia&#8217;s market cap plummeted by nearly $600 billion in the aftermath of the news, reports <a href="https://www.businessinsider.com/ray-dalio-deepseek-china-chips-nvidia-2025-1">the</a> Insider.
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Investors are now reevaluating the substantial&nbsp;investments in AI infrastructure and&nbsp;capital expenditures by companies, particularly in light of potentially cheaper models like DeepSeek&#8217;s. An Nvidia spokesperson recognized DeepSeek as an &#8220;excellent AI advancement.&#8221;
Dalio also cautioned investors about the inflated share prices of AI and technology companies, drawing comparisons with the dot-com bubble of the late 1990s.
Why It Matters: The rise of China in the AI sector and the disruptive innovation by DeepSeek have significant implications for the tech industry. China&#8217;s strategy of integrating low-cost chips into manufactured goods could potentially reshape the AI landscape. 
Furthermore, the success of DeepSeek&#8217;s R1 model raises questions about the viability of&nbsp;massive investments in AI infrastructure&nbsp;by companies. 
The market response to these developments, as evidenced by the drop in Nvidia&#8217;s market cap, indicates the potential for a shift in the tech market dynamics.
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Image: Shutterstock

Ray Dalio Predicts China's Rise in AI: Chinese 'Are a Bit Behind in the Chips, But They're Ahead in the Applications'

President Donald Trump&#8217;s pledge to launch America&#8217;s largest deportation operation could face hurdles and could cost nearly $1 trillion over a decade, immigration experts and former officials warn.
The American Immigration Council estimates that deporting 11 million unauthorized immigrants would require building 216 new detention facilities yearly for more than a decade, each costing $36 million to build and $48 million annually to operate.
&#8220;It&#8217;s going to be impossible for them to achieve the goal that they set out — which is really getting rid of all the illegal immigrants in the United States,&#8221; David Bier, director of immigration studies at the Cato Institute, said to the Financial Times.
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Early enforcement actions show the scale of the challenge. ICE <a href="https://www.benzinga.com/news/25/01/43219483/trumps-immigration-enforcement-raids-begin-in-chicago-gov-pritzker-concerned-innocent-could-be-targeted">arrested 956 people Sunday</a>, the largest single-day total under the new administration. Yet even at the heightened pace, deportations would fall far short of Trump&#8217;s targets.
Immigration facilities already strain under current operations. ICE can detain 41,500 people at once, while border czar Tom Homan says he needs &#8220;at least 100,000 beds&#8221; to meet the administration&#8217;s goals.
&#8220;It&#8217;s not like you just flip a switch and immediately start rounding people up and sending them to the border,&#8221; John Torres, former ICE acting director during the George W. Bush and Obama administrations, said to the Financial Times.&nbsp;
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Current deportation numbers—271,484 in fiscal 2024—pale against Trump&#8217;s million-plus annual target.
The court system presents another bottleneck. Immigration courts face a 3.6-million-case backlog, up from 656,000 in 2017. Most deportations require court proceedings unless immigrants have existing removal orders.
Private prison companies like GEO Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GEO#NYSE">GEO</a>) and CoreCivic Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CXW#NYSE">CXW</a>) have seen their stock prices surge since the election. CoreCivic CEO Damon Hininger said his company could quadruple its current 10,000-bed capacity within six months, but building and staffing new facilities would strain federal resources.
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Republicans promise $100 billion for border security and enforcement, but experts say it falls far short. Former ICE Chief of Staff Jason Houser said, &#8220;There is no way they have the staff, the money and the resources and the legal authority&#8221; for mass deportations. The plan faces additional resistance from &#8220;sanctuary&#8221; jurisdictions that refuse to cooperate with federal immigration enforcement. While <a href="https://www.benzinga.com/news/25/01/43216758/well-go-as-far-as-im-allowed-trumps-plan-with-immigrants-starts-with-1-million-deportations">Trump threatens to withhold federal funding from those areas</a>, similar attempts during his first term were blocked by courts.
Constitutional hurdles also loom. The administration&#8217;s expanded &#8220;expedited removal&#8221; policy, allowing deportations without court review for those who can&#8217;t prove two years of U.S. residency, already faces legal challenges.&nbsp;
The American Civil Liberties Union calls it a &#8220;cheat code to circumvent due process and the constitution.&#8221;
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'It's Going To Be Impossible': Experts Doubt Feasibility Of Trump's Deportation Plan — Experts Estimate Nearly $1 Trillion Spend In 10 Years

Arab foreign ministers have reportedly rejected U.S. President Donald Trump&#8217;s suggestion to transfer Palestinians from Gaza to neighboring Egypt and Jordan, calling it a destabilizing<a href="https://www.benzinga.com/25/01/43011383/israel-gaza-ceasefire-hostage-exchange" target="_blank" rel="noreferrer noopener"> move that would threaten peace in the region</a>,
In order to reaffirm their commitment to upholding Palestinians&#8217; rights to their land, ministers from Egypt, Jordan, Saudi Arabia, Qatar, the UAE, the Palestinian Authority, and the Arab League issued a joint statement following a meeting in Cairo, Reuters reports.
The statement condemned any attempts to displace Palestinians or alter the status of Gaza, which they consider an integral part of a future independent Palestinian state.
Trump&#8217;s suggestion came after 15 months of Israeli bombardment that left much of Gaza in ruins and millions homeless.
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He had proposed that Egypt and Jordan take in Gazans, a proposal quickly rejected by both countries, as well as by Egypt&#8217;s President Abdel Fattah al-Sisi.
&#8220;Displacement of the Palestinian people from their land is an injustice that we cannot take part in,&#8221; Fattah al-Sisi added, Al Jazeera <a href="https://www.aljazeera.com/news/2025/2/1/arab-ministers-reject-trumps-call-to-displace-palestinians-from-gaza">reports</a>.
Critics argue that the proposal could lead to ethnic cleansing, as it would force Palestinians to leave their homeland.
The Arab foreign ministers also expressed support for Egypt&#8217;s efforts to host an international conference with the United Nations to rebuild Gaza, although no date has been set.
They emphasized the need for a peaceful resolution based on a two-state solution, reaffirming their desire to work with the U.S. administration to achieve lasting peace in the Middle East.
The rejection of Trump&#8217;s idea underscores the deep sensitivities surrounding the fate of Palestinians and the ongoing conflict in Gaza.
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General

Arab Nations Reject Trump's Controversial Gaza Plan: Here's Why

<h2 class="wp-block-heading">Federal Judge Orders $5.9 Billion Fine In Ponzi Scheme Case </h2>
Chief Judge David Godbey of the Dallas federal court on Wednesday ordered Allen Stanford to pay a $5.9 billion civil fine, ending the Securities and Exchange Commission&#8217;s 16-year<a href="https://www.benzinga.com/markets/cryptocurrency/23/11/35615187/sam-bankman-fried-joins-the-list-of-convicted-billionaires-but-who-leads-the-winnerslosers"> lawsuit against Stanford. </a>
Stanford is serving a 110-year prison sentence after being convicted in 2012 of defrauding investors in a $7.6 billion ponzi scheme, according to a Reuters report. Authorities said Stanford operated an Antigua-based financial institution, Stanford International Bank, and sold fraudulent high-yielding certificates of deposit over a 20 year period. 
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Judge Godbey also ordered Stanford Financial Group's former CFO James Davis to pay $17.66 million and its former chief accounting officer Gilberto Lopez to pay $3.42 million related to their roles in the fraud.&nbsp;
<h2 class="wp-block-heading">SEC Chairman Appoints New Staff Members</h2>
The Securities and Exchange Commission on Thursday <a href="https://www.sec.gov/newsroom/press-releases/2025-34">announced </a>Acting Chairman&nbsp;
Mark T. Uyeda has named Natalia Díez Riggin as Senior Advisor and Acting Director of the Office of Legislative and Intergovernmental Affairs.&nbsp;&nbsp;
"I'm thrilled that Natalia has joined us after her tenure working for Chairman Scott on the Senate Banking Committee," Acting Chairman Uyeda said. "Her expertise will help guide us as we focus our efforts at the SEC on capital formation and ensuring companies aren't impeded by ineffective regulation."
Last Saturday, Acting Chairman Uyeda selected several senior staff members to replace recent departures from the SEC.&nbsp;
The SEC senior staff selected by Acting Chairman Uyeda include:
<ul>
<li>Jeffrey Finnell, Acting General Counsel</li>
<li>Robert Fisher, Acting Director of the Division of Economic and Risk Analysis</li>
<li>Kathleen Hutchinson, Acting Director of the Office of International Affairs</li>
<li>Samuel Waldon, Acting Director of the Division of Enforcement</li>
<li>Ryan Wolfe, Acting Chief Accountant </li>
</ul>
"These talented individuals are committed to protecting the investing public, building trust with American companies and market participants, and promoting capital formation," Acting Chairman Uyeda said.
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</ul>
Image: Shutterstock

Legal

Financial Crime Weekly: Judge Orders $5.9 Billion Fine In Ponzi Scheme Case, SEC Chairman Appoints New Staff Members

Palantir Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>), the AI behemoth that has been in the headlines for its artificial intelligence platform, has been the forerunner in providing data analytics tools to government customers for intelligence gathering,<a href="https://www.benzinga.com/trading-ideas/long-ideas/25/02/43420044/benzinga-bulls-and-bears-nvidia-palantir-rigetti-computing-and-shiba-inu-hints-at-major-partnership" target="_blank" rel="noreferrer noopener"> counterterrorism, and military purposes</a>.
The rise of China&#8217;s DeepSeek, with its open-source AI model and lower development costs, raises the question of how it might impact the future growth of Palantir&#8217;s <a target="_blank" href="https://www.benzinga.com/analyst-ratings/analyst-color/25/01/43267966/deepseeks-low-cost-model-reshapes-ai-landscape-experts-predict-shift-to-application-layer" rel="noreferrer noopener">stock in an increasingly competitive market</a>.
CEO Alex Karp recently discussed the growing competition in artificial intelligence from DeepSeek, which has raised apprehensions about the U.S.&#8217;s position in the AI race.
In an <a href="https://www.cnbc.com/2025/01/31/palantir-ceo-says-chinas-deepseek-shows-need-for-all-country-effort.html" target="_blank" rel="noreferrer noopener">interview</a> with CNBC, Karp stressed the urgency for the U.S. to accelerate its AI development in light of these emerging threats. He acknowledged that technology, while beneficial, could be misused, especially in the hands of adversaries, and emphasized the need for a coordinated national effort to safeguard American innovation.
Karp remains optimistic that national security will help protect U.S. advancements from manipulation or theft.
Palantir is set to report its <a href="https://www.benzinga.com/earnings" target="_blank" rel="noreferrer noopener">fourth-quarter earnings on Monday</a>. The street view for the adjusted earnings per share stands at 11 cents, while the analyst consensus estimate for revenues is $775.907 million.
DeepSeek, an open-source AI model, recently overtook OpenAI&#8217;s ChatGPT as the top free app on Apple&#8217;s U.S. App Store, shaking the tech world.
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This success raised questions about the costs of developing AI models, particularly in comparison to the enormous investments made by tech giants like NVIDIA Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>).
Karp expressed doubt about the reported low cost of DDeepSeek&#8217;sdevelopment, stating that he does not fully believe the estimates surrounding the mmodel&#8217;screation.
Palantir, a company valued at nearly $200 billion, has seen substantial growth, largely due to increasing demand for AI solutions.
Karp credited the ccompany&#8217;ssuccess to the focus on improving U.S. technological capabilities, positioning Palantir as a leader in the AI space.
In addition to discussing AI, Karp also addressed political controversies, offering support for Israel following the October 7 attack and defending Tesla, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) CEO Elon Musk against allegations related to political gestures. Karp also took a firm stance on illegal immigration, asserting that individuals who enter the U.S. illegally, particularly those engaged in criminal activity, should not be allowed to stay.
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</ul>
Image: Shutterstock

PLTR

TSLA

Palantir CEO Alex Karp Sounds Alarm on China's Deepseek – Could This Threaten Palantir's AI Dominance?

Elon Musk&#8216;s X has expanded its antitrust lawsuit, incorporating more prominent advertisers into the list of defendants. The lawsuit charges these advertisers with a collective conspiracy to boycott advertising<a href="https://www.benzinga.com/news/24/02/37301290/elon-musk-is-still-attempting-to-defend-hateful-speech-amid-xs-growing-pains-and-public-backlash-rep"> on the platform after Musk&#8217;s takeover</a>.
What Happened:&nbsp;X has now included&nbsp;Nestlé, Abbott Laboratories, Colgate, Lego,&nbsp;Pinterest, Tyson Foods, and Shell&nbsp;in its lawsuit, which was initially filed in August. The lawsuit&nbsp;alleges that members of the&nbsp;now-dissolved&nbsp;Global Alliance for Responsible Media&nbsp;(GARM) unlawfully conspired to withhold billions in advertising revenue from X.
The&nbsp;World Federation of Advertisers (WFA),&nbsp;CVS Health, Mars, Ørsted, and&nbsp;Twitch are also named as&nbsp;defendants in the case. The&nbsp;WFA has previously declared its intention to fight the suit, asserting its compliance with competition law.
As <a href="https://www.businessinsider.com/elon-musk-x-adds-more-advertisers-to-antitrust-lawsuit-2025-2">per </a>Business Insider, the lawsuit&nbsp;claims that at least 18&nbsp;GARM members stopped advertising on Twitter between November and December 2022, following Musk&#8217;s acquisition of the platform. 
Also Read: <a href="https://www.benzinga.com/general/social-media/25/01/42805588/elon-musk-announces-changes-to-x-over-negativity-concerns-too-much-negativity-is-being-pushed">Elon Musk Announces Changes to X Over Negativity Concerns: &#8216;Too Much Negativity Is Being Pushed&#8217;</a>
This boycott allegedly led to X becoming a less competitive entity in the digital advertising space and a decrease in user engagement on its platform.
X is demanding trebled compensatory damages&nbsp;and injunctive relief for what&nbsp;it alleges are breaches&nbsp;of US antitrust laws. The&nbsp;WFA, Diageo, and&nbsp;WPP are also facing a&nbsp;similar lawsuit from video site Rumble.
Why It Matters: The expansion of this lawsuit underscores the ongoing tension between X and major advertisers following Musk&#8217;s takeover. The outcome of this case could have significant implications for the digital advertising industry and competition law. 
If X&#8217;s allegations are proven, it could potentially reshape the dynamics of the digital advertising space and set a precedent for future cases involving alleged anti-competitive behavior.
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Elon Musk's X Bolsters Antitrust Lawsuit With Additional Advertisers

Tom Brady's exclusive Indian Creek Island mansion is making waves in the Miami real estate scene, with bids reportedly topping $150 million, according to Bloomberg. If the sale goes through, it could shatter Miami's single-family home sale record, previously set at $107 million in 2022 when Ken Griffin purchased a Coconut Grove estate.
The football legend's two-acre estate, which he built from the ground up, is located on <a href="https://www.benzinga.com/real-estate/24/10/41119140/how-indian-creek-village-became-a-fortress-for-the-ultra-wealthy-home-to-50-million-mansions-and-247">Indian Creek Island</a>, often referred to as the "Billionaire Bunker." Brady originally bought the vacant lot for $17 million in 2020 alongside his then-wife, supermodel Gisele Bündchen. Since then, he has designed a sprawling waterfront property featuring a two-story home, a private gym, a cabana and a pool, among other high-end amenities, as reported by property records.
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According to sources familiar with the luxury real estate market, Brady's mansion isn't officially listed but is being quietly shopped to select buyers. Bloomberg's sources revealed that offers exceeding $150 million are already on the table, showcasing just how much demand there is for prime real estate on Indian Creek Island.
<h2 class="wp-block-heading">The Bezos Effect</h2>
Indian Creek has always been a haven for the ultra-wealthy, but property values have skyrocketed in recent years, in part <a href="https://www.benzinga.com/real-estate/24/04/38075377/jeff-bezos-buys-90-million-florida-mansion-to-live-in-while-his-other-newly-purchased-147-million-ho">due to Jeff Bezos</a>. The Amazon founder has spent $230 million acquiring three properties on the island since 2023, boosting its already sky-high real estate profile. According to Bloomberg, a nearby vacant lot purchased for $27.5 million in 2018 is now being <a href="https://www.benzinga.com/news/24/12/42715900/jeff-bezos-neighbor-lists-vacant-miami-lot-for-200-million-after-buying-it-for-just-27-5m">marketed for an eye-popping $200 million</a>.
Luxury broker Ilya Reznik told Business Insider in December that new builds on the island command a premium, with buyers willing to pay enormous sums for modern amenities and exclusivity. &#8220;This is just what&#8217;s going on in Miami,&#8221; Reznik told BI. Brady's estate fits this mold perfectly and could reset the bar for high-end Miami real estate.
Trending: Unlock the hidden potential of commercial real estate —<a href="https://equitymultiple.com/benzinga?invite=benzinga&amp;utm_campaign=product-promotion-earn&amp;utm_source=yahooFinance&amp;utm_medium=affiliate&amp;utm_content=unlockboost-yahoo"> This platform allows individuals to invest in commercial real estate offering a 12% target yield with a bonus 1% return boost today!</a>
<h2 class="wp-block-heading">A Record-Breaking Sale?</h2>
If Brady's property sells for more than $150 million, it would set a record for single-family homes in Miami. The potential sale highlights Indian Creek's growing reputation as one of the most expensive and exclusive communities in the United States.
The human-made island is home to just 40 residences spread across 300 acres, offering unmatched privacy and security. Its single-access bridge is guarded by a dedicated police force, ensuring the utmost discretion for its billionaire residents who include Carl Icahn, <a href="https://www.benzinga.com/real-estate/24/11/41912517/inside-ivankas-24-million-billionaire-bunker-mansion-with-a-15-million-mortgage">Ivanka Trump, Jared Kushner</a> and, of course, Jeff Bezos.
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Tom Brady's Billionaire Bunker Estate Gets $150 Million Offers – Could Break Miami Single-Family Home Sale Record In Part Thanks To Jeff Bezos

Secretary of State <a href="https://www.benzinga.com/topic/marco-rubio" target="_blank" rel="noreferrer noopener">Marco Rubio</a><a href="https://www.benzinga.com/topic/marco-rubio" target="_blank" rel="noreferrer noopener">&#8216;s</a> upcoming visit to Panama is expected to offer crucial insight into the direction of U.S. foreign policy, particularly in Latin America, <a href="https://www.benzinga.com/startups/25/01/43036986/trumps-2-5-billion-power-play-what-seizing-the-panama-canal-would-cost" target="_blank" rel="noreferrer noopener">under the Trump administration</a>.
Amid rising tensions over the Panama Canal, the visit could signal whether U.S. policy will take a more aggressive, imperial approach or a pragmatic, negotiation-focused stance, Reuters reports.
The controversy began when President Trump made threatening remarks regarding Panama&#8217;s control over the canal, raising fears of a potential American invasion. Former Panama President Ernesto Pérez Balladares voiced concerns about the potential for significant casualties and international condemnation if U.S. aggression escalates.
Despite the heightened rhetoric, Trump&#8217;s envoy to Latin America, Mauricio Claver-Carone, appeared to offer a more practical solution by suggesting that Panama might preemptively offer the U.S. Navy and Coast Guard free transit through the canal as a means to avoid further tension, Reuters adds.
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Despite these efforts, there remains significant uncertainty about the future of U.S.-Panama relations.
In private conversations, Panamanian officials have dismissed Trump&#8217;s claims about a Chinese military presence in the canal, emphasizing that transit fees are legally set and apply to all nations.
Panama&#8217;s political elite has made it clear that the canal&#8217;s status is non-negotiable, with President José Raúl Mulino strongly defending Panama&#8217;s sovereignty over the waterway, which was handed over from the U.S. in 1999.
In response to Trump&#8217;s threats, Panama has already taken some conciliatory steps, including increasing audits on the port operations managed by Hong Kong-based CK Hutchison Holdings LTD (OTC:<a class="ticker" href="https://www.benzinga.com/stock/CKHUY#OTC">CKHUY</a>), a company involved in the canal&#8217;s operations.
However, these moves have done little to calm the diplomatic storm. While some within the Trump administration suggest that the rhetoric should not be taken literally, others remain firm in asserting U.S. dominance in the region.
As Rubio prepares to visit Panama, there is a glimmer of hope that diplomacy may de-escalate the situation.
The U.S. State Department recently indicated a shift towards fostering a more cooperative relationship with Panama, emphasizing the mutual benefits of a strong partnership rather than attempting to exert unilateral pressure.
Ultimately, Rubio&#8217;s visit will be a critical test of whether the Trump administration can balance aggressive rhetoric with practical diplomacy, ensuring that both U.S. interests and Panamanian sovereignty are respected moving forward.
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CKHUY

Marco Rubio's Panama Visit: Will Trump's Aggressive Rhetoric Lead to War or Diplomacy?

On Jan. 26, <a href="https://www.youtube.com/watch?v=rPso1-N9O9s">Face the Nation </a>host Margaret Brennan grilled Vice President JD Vance on the administration's plans to tackle rising grocery prices. Her question was straightforward: "You campaigned on lowering prices for consumers. Which executive order lowers prices?"
Vance, however, sidestepped specifics, focusing instead on broader goals. "We've done a lot, and there have been a number of executive orders that have already caused jobs to start coming back into our country, which is a core part of lowering prices," he said. But he didn't name a single order targeting grocery costs directly.
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Brennan didn't let up, pushing him on when Americans might see relief, particularly for staples like eggs—an item that became a hot-button issue on the campaign trail. <a href="https://www.benzinga.com/personal-finance/24/10/41250565/trump-and-dave-ramsey-break-down-8-eggs-5-gas-and-7-interest-rates-can-anyone-afford-a-house-in-">Egg prices</a> have been through the roof.&nbsp;
According to the U.S. Bureau of Labor Statistics, they jumped a whopping 36.8% between December 2023 and December 2024. A combination of an ongoing bird flu outbreak and state laws requiring cage-free production has put intense pressure on supplies.
"Prices are going to come down, but it's going to take a little bit of time," Vance assured, adding, "The president has been president for all of five days, and in those five days, he's accomplished more than Joe Biden did in four years."
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Still, many experts say lowering food prices isn't as simple as signing executive orders. Patrick Penfield, a supply chain expert at Syracuse University, told the New York Post that egg prices could climb another 20% this year, possibly reaching $5 a dozen in some areas.
"The avian flu outbreak has been devastating, and complying with cage-free laws adds significant costs," he explained.
Brennan also called out the administration's priorities, noting that most of Trump's recent executive orders haven't focused on the economy. While Vance claimed "many of them were," he didn't back it up with examples.
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Meanwhile, broader inflation trends add to the complexity. Food prices rose by 2.5% overall last year, and the current inflation rate sits at 2.9%, according to the Bureau of Labor Statistics.&nbsp;
While that's within manageable levels, experts like Federal Reserve Chair Jerome Powell warn against aiming for outright deflation, which historically has led to economic crises like the Great Depression.
To make matters trickier, <a href="https://www.benzinga.com/government/regulations/24/11/42213610/hasbro-best-buy-brace-as-trumps-tariffs-loom-could-retail-margins-hit-rock-bottom">proposed tariffs on imports</a> from major trading partners like Canada and Mexico could push grocery prices higher. The U.S. imports roughly 15% of its food supply, and new tariffs could make everyday items like beef, tomatoes, and avocados even more expensive, according to Eater.
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'Which Executive Order Lowers Prices?': CBS Host Brennan Grills JD Vance On Trump's Economic Promises

The crypto market might be in for a surprise as a well-known crypto analyst predicts a significant rally for a competitor of&nbsp;Dogecoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/doge/usd">DOGE</a>) and Shiba Inu&nbsp;(CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/shib/usd">SHIB</a>).
What Happened: The analyst, known as Inmortal, shared on X platform that the meme coin Floki (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/">FLOKI</a>) is showing a Relative Strength Index (RSI) pattern similar to one that previously resulted in a 200% price surge. 
&#8220;Last&nbsp;time we reached this RSI&nbsp;level we bottomed and pumped&nbsp;200% One of my fav&nbsp;charts right now,&#8221; Inmortal stated.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Last time we reached this RSI level we bottomed and pumped 200% One of my fav charts right now.<a href="https://twitter.com/search?q=%24FLOKI&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$FLOKI</a> <a href="https://t.co/qyRlm2SLJp">pic.twitter.com/qyRlm2SLJp</a>
&mdash; Inmortal (@inmortalcrypto) <a href="https://twitter.com/inmortalcrypto/status/1884709100640231670?ref_src=twsrc%5Etfw">January 29, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
The RSI is a tool used to determine whether an asset is overbought or oversold. At the time of the report, FLOKI was trading at $0.000144, marking a 13.2% increase in the last 24 hours.
Inmortal also pointed out a change in the altcoin cycle, forecasting multiple altseasons with funds moving in and out of digital assets, as opposed to a simultaneous rise of most tokens. 
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He concluded his analysis by emphasizing the current &#8220;brutal&#8221; market conditions, with Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) needing only a 5% increase&nbsp;to hit a new all-time&nbsp;high, while many altcoins need a 500% surge to match that.
Why It Matters: The predicted rally for FLOKI is significant as it comes amidst a volatile crypto market. The analyst&#8217;s observation of a shift in the altcoin cycle could indicate a new trend in the crypto market, with funds moving in and out of digital assets rather than a simultaneous surge. 
This could potentially lead to more opportunities for investors to profit from different altcoins at different times. 
Furthermore, the current market conditions, described as &#8220;brutal&#8221; by Inmortal, highlight the potential for significant gains for many altcoins, despite the relatively small increase needed for Bitcoin to reach a new all-time high.
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Coverage of Bitcoin, Etherum, Ripple and all the latest digital currencies.

Cryptocurrency

$BTC

$DOGE

$FLOKI

$SHIB

DOGE

Analyst Forecasts Mammoth 200% Surge for This Dogecoin and Shiba Inu Competitor

Tesla Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>), owned by Elon Musk, experienced an 8% surge in its stock following an earnings miss, leaving JPMorgan analysts scratching their heads.
What Happened: JPMorgan analyst Ryan Brinkman was left perplexed by Tesla&#8217;s stock performance. Despite a 38% shortfall&nbsp;in earnings before interest and&nbsp;taxes and the lowest profit&nbsp;margin in years, Tesla&#8217;s shares soared.
According to the report <a href="https://markets.businessinsider.com/news/stocks/tesla-stock-price-outlook-jpmorgan-tsla-earnings-fundamentals-profit-miss-2025-1">by</a> Market Insider, Brinkman offered several theories for the stock&#8217;s rise, including CEO Elon Musk&#8217;s ambitious projections during the earnings call. However, he remained skeptical, maintaining his $135 price target for Tesla, indicating a potential 68% downside from current levels.
&#8220;The move higher in Tesla shares bore no relation whatsoever to the company&#8217;s financial performance in the quarter just completed or to its outlook for growth in the coming year,&#8221; Brinkman told the outlet.
On Wednesday, Tesla reported its first annual&nbsp;sales decline since 2008, with&nbsp;fourth-quarter revenue of $25.7 billion,&nbsp;missing estimates by $1.4 billion,&nbsp;and earnings per share of&nbsp;$0.73, missing estimates by $0.02.
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Brinkman also expressed concern over Tesla&#8217;s&nbsp;guidance for a return to&nbsp;growth in 2025, noting that&nbsp;the company&#8217;s financial performance and&nbsp;analyst price targets seem to be moving in opposite directions.
&#8220;Tesla shares continue to strike&nbsp;us as having become completely&nbsp;divorced from the fundamentals,&#8221; Brinkman concluded.
Why It Matters: The unexpected rally in Tesla&#8217;s stock despite the earnings miss raises questions about the factors driving investor sentiment. While Brinkman&#8217;s analysis points to a disconnect between&nbsp;the company&#8217;s financial performance and&nbsp;its stock price, the market seems to be responding to other factors, possibly including CEO Elon Musk&#8217;s ambitious growth projections.
As Tesla navigates the challenges of missed earnings and a declining sales trend, the market&#8217;s response will continue to be closely watched. 
The divergence between analyst price targets and actual stock performance underscores the complexities of the current investment landscape.
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Why Is Tesla's Stock Rallying Despite Earnings Miss? JPMorgan Analyst Puzzled

January 27 stands as one of the most eye-opening days in recent Wall Street history.
That's when the markets realized Western technology consumers had been lining up to download a low-cost yet advanced AI assistant app called DeepSeek-V3.
See, DeepSeek isn't just another ChatGPT-like AI assistant — it performs just as well as but the Chinese developers behind DeepSeek claim they spent just $5.6 million in semiconductor chips, about one-tenth of the astronomical development costs companies like OpenAI and Meta Platforms have spent on chips for their AI apps.
As markets realized the same AI performance can be achieved with fewer, and slower, chips, the companies supplying the expensive chips, and the companies that have spent billions on AI already, took a beating. But that's just the beginning.
Here are three other stocks that will struggle in this new DeepSeek era.
See, DeepSeek engineers leveraged Nvidia's (NVDA) reduced-capacity H800 graphics processing units (GPUs) to train its AI model, which achieved more robust performance outputs with lower development costs. That's a departure from usual AI model construction, as many US companies used significantly more powerful – and way more expensive &#8211; Nvidia H100 GPUs to get, as DeepSeek claims, more or less the same performance results.
On Wall Street, the market carnage rolled in fast and furious.
On January 27, Nvidia shares plummeted 17%, while competitors like Broadcom (AVGO) fell 17.4% and Marvel Technology (MRVL) face-planted by 19.1%. Chip stocks and the companies using those chips for AI technology development rebounded modestly in the days following the DeepSeek news. By January 30, NVDA was only down 15% for the previous five days, while Broadcom (-10.25%) and Marvel (-12.50%) followed suit.
Still, the damage hasn't been contained, at least while the notion of a cheaper and equally effective way of building AI models lingers.
"DeepSeek AI's entry into the market offers a disruptive combination of high-level capabilities at a fraction of the cost of industry giants like OpenAI," said Mel Morris, CEO at Corpora.ai, a London-based research engine technology firm. "This affordability opens the door for smaller companies and startups to leverage advanced AI technology that was previously inaccessible. Additionally, the open-source model empowers developers to fine-tune and experiment with the system, fostering greater flexibility and innovation." Morris said that the emergence of DeepSeek AI could challenge the current competitive landscape and push major players like OpenAI to adapt quickly. "The idea that competition drives innovation is particularly relevant here, as DeepSeek's presence is likely to spur faster advancements in AI technology, leading to more efficient and accessible solutions to meet the growing demand," he notes.
Even so, DeepSeek and similar companies in the AI development pipeline may not be the tech sector wrecking ball investors think.
"Many people felt the rising tech giants&#8217; capital expenditures would likely lead to a bubble, but instead, DeepSeek&#8217;s breakthrough will likely extend the rally for AI over time," said James Wo, founder and CEO of Digital Finance Group (DFG), a global blockchain and digital asset investment firm with more than $1 billion in assets under management.
Wo says the DeepSeek long-term model sustainability is no guarantee as the company (and others like it) must also keep up with market shifts.
"Relying on a single breakthrough of training efficiency without consistent innovation will cause it to plateau and lose its competitive edge over time," he noted. "Overall, DeepSeek&#8217;s breakthrough may not completely replace high-performant AI systems entirely but rather coexist in a hybrid ecosystem where different tools are optimized for specific use cases."
Three Stocks That May Have a Problem With the Ascent of AI
It's early in the game, and pinpointing stocks that will suffer at the hands of the DeepSeek saga is a tall task, as the technology and financial facts linked to the story are still being sorted out. Based on the idea that DeepSeek represents a more efficient way of building AI models, however, the following stocks would be at risk.
Nvidia. Perhaps the biggest DeepSeek-related concern is for manufacturing companies that depend heavily on high-end AI hardware sales. "Nvidia is the obvious choice here, but others, like AMD and certain semiconductor manufacturers, could also face headwinds if AI-reliant companies shift toward more cost-effective solutions," says Drew Cohen, marketing lead at the cryptocurrency company GME Ethereum
Oracle. Technology billionaires took a big financial hit from the DeepSeek dip, with Oracle's Larry Ellison, who saw his net worth fall by $27.6 billion early last week. (Nvidia CEO Jensen Huang wasn't far behind, with his net worth down by $20.8 billion.)
Oracle's stock value fell by $70 billion in the DeepSeek melee, although ORCL recouped half of those losses by the week's end. The longer-term problem is that Oracles has been investing heavily in data center development to match up with AI heavyweights like Amazon and Microsoft. A cheaper way to develop AI models threatens that model, mainly by curbing the need for pricey data center operations.
Broadcom. Broadcom has emerged as a powerful force in the AI network technology realm. If DeepSeek's impact on AI development sticks, it will hurt chip companies developing AI semiconductors and crimp their share performance. This week, Morgan Stanley cut its target price on AVGO from $265 to $246, citing "deflationary" AI evolutionary innovations and reduced AI spending enthusiasm.
The Takeaway on DeepSeek and Impacted AI and Chip Stocks
Even if DeepSeek doesn't see widespread adoption by enterprises in the US, it represents a tipping point.
"The technology industry is waking up to the fact they don't need to rely on the walled gardens and expensive fees of hyperscalers to access highly-advanced and innovative AI capabilities," said Marc Suidan, chief financial officer at Backblaze (BLZE), a data storage cloud company in San Mateo, Cal.
Up until a few days ago, it was conventional wisdom for most that AI innovation required a massive amount of capital and infrastructure that only multi-trillion dollar tech giants could provide. But that was an illusion, Suidan said.
 "Using concepts and practices of the past that would eventually get chips to be way more productive, or disruptive innovation using open source solutions, DeepSeek mastered the second one, and proved that with limited resources, they can develop a powerful AI solution," he noted.
What if you could pinpoint stocks with massive profit potential like Matador Resources, which soared 2,100% in just two years? Or Photronics, a semiconductor stock that doubled in under a year?
That&#8217;s the power of our new <a href="https://www.benzinga.com/premium/ideas/trade-alerts//?utm_source=WebRD-0203&amp;el=ResearchDaily&amp;he={{email}}&amp;adt_ei={{email}}">‘Benzinga Trade Alerts'</a>.
Photo Courtesy: Mamun_Sheikh On Shutterstock.com

Opinion

Sell These 3 Stocks Most at Risk From China's AI Innovation

&nbsp;Warren Buffett is <a href="https://www.benzinga.com/personal-finance/25/01/43166526/billionaire-warren-buffetts-first-wife-said-he-cared-about-the-win-not-the-money-its-all-mental-with-him-and-money-is-his-scorecard">known for playing the long game</a>, but as a teenager, he wasn't exactly practicing what he preaches today. Long before he became the Oracle of Omaha, Buffett was just a 16-year-old with a knack for numbers, a rebellious streak and a taste for risk. While other kids were busy memorizing equations, Buffett skipped school to bet on horse races and lost a lot. But what he learned from those missteps? Priceless.
In 1946, Buffett, living in Washington, D.C., while his father was serving in Congress, was already fascinated by probability. He wasn't drawn to gambling for the thrill; instead, he was obsessed with how the odds worked. He convinced his father to borrow every book on horse handicapping from the Library of Congress so he could study them as a future hedge fund manager might pore over balance sheets. But theories on paper didn't always translate to wins on the racetrack.
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Buffett's partner in these horse racing escapades was his high school golf coach, Bob Dwyer, who shared his passion for analyzing tip sheets. Together, they'd sneak off to the Charles Town racetrack in West Virginia. Here, Buffett started experimenting with his early models of assessing value – whether a horse was <a href="https://www.benzinga.com/personal-finance/24/04/38275323/warren-buffett-warns-dont-watch-the-market-closely-urges-not-to-obsessively-check-stock-prices-i">"undervalued" or "overvalued"</a> by the odds. Sometimes, his calculations paid off. Often, they didn't.
On one fateful solo trip, Buffett lost all his money after betting on every race to try and recover his earlier losses – breaking what he'd later call the cardinal sin of gambling. By the end of the day, he was down $175, which in 1946 was the equivalent of more than a week's worth of delivering newspapers (his side hustle). With no way to claw back his losses, Buffett made the only reasonable choice: he treated himself to a giant hot fudge sundae at the Hot Shoppe with the last cash.
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While savoring that sundae, Buffett reflected on his mistakes and came to two realizations that would shape his investment philosophy forever: "Nobody goes home after the first race" – a nod to how gamblers (and investors) keep chasing losses – and "You don't have to make it back the way you lost it." In other words, <a href="https://www.benzinga.com/personal-finance/24/03/37589669/warren-buffett-explains-the-stock-doesnt-know-you-own-it-stocks-cant-love-you-back-and-your-feel">doubling down on a bad hand</a> or investment is rarely the smartest move. He also realized that impatience and emotional decision-making were a recipe for disaster.
Buffett never returned to the racetrack after that day, but those hard-learned lessons stayed with him. The discipline to sit out bad opportunities, the patience to wait for the right ones and the awareness that <a href="https://www.benzinga.com/personal-finance/24/03/37563241/warren-buffett-says-hed-trade-a-significant-percentage-of-his-net-worth-for-some-extra-years-of-">losses are part of the game</a> became pillars of his investment philosophy. Unlike gamblers who bet impulsively, Buffett developed a reputation for waiting for the perfect pitch before swinging – whether that's an undervalued stock or an acquisition opportunity.
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Despite this youthful flirtation with horse betting, Buffett is no fan of gambling. He's called it a "tax on ignorance" in 2007 and criticized it for preying on people who don't understand the odds. For Buffett, it's not about luck but about stacking the deck in your favor with careful planning and informed decisions.
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Warren Buffett Skipped School To Bet On Horse Races With His Teacher – He Lost All His Money Then Treated Himself To A Hot Fudge Sundae

First Trust Active Global Quality Income ETF declares $0.0188 dividend

First Trust Active Global Quality Income ETF declares $0.1961 dividend

대만 반도체 제조(TSMC)(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>)와 관련된 인기 있는 차익 거래(arbitrage trade)는 자사의 대만 주식 대비 미국 주식 프리미엄이 15년 최고치에 도달하면서 예상치 못한 어려움을 야기하고 있다.
사건의 전말 (What Happened): 대만 주식에 대한 TSMC의 미국 증권예탁증서(ADR)의 프리미엄은 이번 분기에 22%로 급등했는데, 이는 2009년 이후 가장 높은 평균치이라고 블룸버그가 월요일에 <a href="https://www.bloomberg.com/news/articles/2024-06-17/a-popular-arbitrage-trade-backfires-as-tsmc-frenzy-grows-in-us">보도</a>했다. 이러한 급등은 인공 지능(AI)에 대한 미국의 지속적인 열광에 기인한다.
미국 주식 프리미엄이 15년 최고치를 기록하면서 TSMC 차익 거래가 어려움에 직면: &#8216;AI 붐은 아직 끝나지 않았습니다&#8217;
올해 ADR이 66% 증가하고 타이베이 주가가 53% 상승했음에도 불구하고 둘 다 여전히 2021년 평가 최고치보다 낮은 수준으로 거래되고 있다. 외국인 투자자들에 대한 ADR의 접근성과 다양한 지수 및 상장지수 상품(ETP)에 대한 포함이 ADR의 뛰어난 성과에 기여했다.
차익거래는 사소한 가격 차이로 이익을 얻기 위해 서로 다른 시장에서 동일하거나 유사한 자산을 동시에 사고 파는 것을 의미한다. 이는 서로 다른 시장이나 형태에 걸쳐 동일하거나 유사한 금융 상품의 단기 가격 변동을 활용한다.
리서치 회사인 페리스코프 애널리틱스(Periscope Analytics)의 설립자인 브라이언 프레이타스(Brian Freitas)는 &#8220;이는 수요/공급 역학이다&#8221;라고 말했다. &#8220;모든 외국인 투자자들이 대만 주식을 보유할 수 있는 것은 아니기 때문에 ADR 보유를 선호한다. 게다가 ADR만 참조하는 지수들도 있으므로 ETF(상장지수펀드)가 결국은 미국 주식을 사게 되는 것이다.&#8221;
ADR은 역사적으로 미국 주식으로 전환하기 위해 특별 규제 승인이 필요한 대만 주식과 달리 대체성으로 인해 프리미엄으로 거래되었다. ADR은 또한 펀드매니저들이 많이 소유하고 있기 때문에 포지션을 더 늘리기가 어렵다.
픽텟 에셋 매니지먼트(Pictet Asset Management)의 아시아 특별 상황 책임자인 존 위타르(Jon Withaar)는 AI 부문이 여전히 강세를 유지하고 있으며 엔비디아(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)의 가치만 3조 달러가 넘는다고 언급했다. 대만 주식에 대한 ADR의 프리미엄은 이번 분기에 평균 거의 17%까지 상승하여 AI 붐이 계속되고 있음을 나타낸다.
위타르는 &#8220;AI 붐은 끝나지 않았다&#8221;고 말했다. &#8220;나는 크레센도가 확대되고 아마도 패닉이 풀릴 때까지 기다릴 수 있어 기쁘다.&#8221;
중요성 (Why It Matters): TSMC의 ADR은 전 세계적인 AI 열풍으로 인해 수요가 높아졌다. 애플(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), 퀄컴(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>), 엔비디아 및 어드밴스드 마이크로 디바이시스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>)와 같은 회사들은 AI 기술의 급속한 발전을 반영하여 <a href="https://www.benzinga.com/news/24/06/39310821/apple-nvidia-secure-future-with-taiwan-semis-advanced-chips-as-ai-demand-soars" target="_blank" rel="noopener" data-google-interstitial="false">2026년까지</a> TSMC의 3nm 칩 생산 공정을 거의 완전히 예약했다.
한편, TSMC의 유럽 자회사인 유럽 반도체 제조(ESMC)는 독일 및 기타 유럽 국가에서 약 <a href="https://www.benzinga.com/news/24/06/39288408/taiwan-semiconductors-european-subsidiary-to-hire-2k-employees-in-semiconductor-push" target="_blank" rel="noopener" data-google-interstitial="false">2,000</a>명의 직원을 고용할 계획이다. 이러한 움직임은 기업들이 AI 기술 발전에 대한 요구를 충족하기 위해 자원을 재분배함에 따라 기술 부문에서 일자리 감소 추세가 진행되는 가운데 나온 것이다.
지난 12개월 동안 TSMC의 주식은 64% 이상 상승했다. 투자자들은 First Trust Exchange-Traded Fund VIII First Trust Active Global Quality Income ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AGQI#NYSE">AGQI</a>) 및 First Trust S-Network Electric &amp; Future Vehicle Ecosystem ETF(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CARZ#NASDAQ">CARZ</a>)를 통해 반도체 부문에 노출될 수 있다.
가격 움직임: 금요일 미국 상장 TSMC의 주식은 0.23% 하락한 172.51달러에 마감했다. 올해 들어 지금까지 상승율은 69.91%로, 지난 1년 동안 증가율은 64.97%로 나타났다. 지난 5년 동안 이 주식은 355.89% 급등했다.
In comparison, TSMC's Taipei-listed stock has increased by 55.31% year to date, 57.98% over the past year, and 270.22% over the past five years, according to the <a href="https://pro.benzinga.com/dashboard" target="_blank" rel="noopener">data from Benzinga Pro</a>.
반면, <a href="https://pro.benzinga.com/dashboard">Benzinga Pro의 데이터</a>에 따르면 TSMC의 대만 주식은 올해 들어 55.31% 상승했고, 지난 1년 동안에는 57.98% 늘었으며, 지난 5년 동안 270.22% 상승했다.
Shutterstock 촬영 이미지

애플(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), 퀄컴(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>), 엔비디아(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) 및 어드밴스드 마이크로 디바이시스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>)는 인공 지능(AI) 열풍을 반영하여 2026년까지 대만반도체 제조(TSMC) (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>)의 3nm 칩 생산 공정을 거의 완전히 예약했다.
이러한 수요 급증은 AI 기술의 급속한 발전을 반영하여 TSMC가 고급 제조 분야에서 더욱 혁신하도록 추진하고 있다고 테크노트(TechNode)가 <a href="https://technode.com/2024/06/12/apple-qualcomm-nvidia-amd-fully-book-tsmcs-3nm-capacity-until-2026/" target="_blank" rel="noreferrer noopener">보도</a>했다.
지난 분기 양산을 시작한 N3E는 AI 가속기, 고급 스마트폰, 데이터센터 등을 타깃으로 한다. 올해 말 대량 생산이 예정된 N3P는 모바일 기기와 가전제품을 대상으로 할 예정이다. 이 칩이 2026년에는 표준이 될 것으로 보인다.
이 증가하는 수요를 수용하기 위해 TSMC는 일부 5nm 장비를 전환하여 3nm 생산 능력을 향상시켜 잠재적으로 3nm 웨이퍼 생산량을 월 120,000~180,000개 사이로 늘릴 계획이다. TSMC 주식은 목요일에 상승했다..
이 계약 칩 제조업체는 대만을 넘어 <a href="https://www.benzinga.com/news/24/06/39293929/whats-going-on-with-nvidia-amd-stocks-on-wednesday" target="_blank" rel="noreferrer noopener">지리적 입지를 확장</a>하기 위해 계속 노력하고 있다. 최근 보도에 따르면 TSMC는 드레스덴 웨이퍼 공장 건설 계획에 맞춰 유럽에서 2,000명의 직원을 채용할 계획이라고 한다.
또한 TSMC는 1분기에 62%의 시장 점유율을 기록하며 중국의 선두 칩 제조업체인 중국 인터내셔널 반도체(SMIC)를 <a href="https://www.benzinga.com/government/24/06/39267332/taiwan-semi-outperforms-chinas-top-chipmaker-amid-tech-challenges" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">크게 이겼다</a>. AI에 대한 강렬한 수요가 조만간 사라지지 않음에 따라 5월에는 30%의 매출 성장을 기록하여 71억 달러에 이르렀다.
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" class="wp-image-386123" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/06/13044941/newplot-25.png" sizes="(max-width: 750px) 100vw, 750px" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/06/13044941/newplot-25.png 750w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/06/13044941/newplot-25-300x260.png 300w" alt="" width="750" height="650" /></figure>
대만 반도체 주식은 지난 12개월 동안 62% 상승했다. 투자자들은 First Trust Exchange-Traded Fund VIII First Trust Active Global Quality Income ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AGQI#NYSE">AGQI</a>) 및 First Trust S-Network Electric &amp; Future Vehicle Ecosystem ETF(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CARZ#NASDAQ">CARZ</a>)를 통해 반도체 부문에 대한 노출을 얻을 수 있다.
가격 움직임: 목요일 뉴욕에 상장된 TSMC의 주식은 0.21% 상승해 172.91달러에 마감했다. 대만에 상장된 TSMC는 목요일 1.49% 오른 919.00대만 달러에 마쳒다.
면책 조항: 이 콘텐츠는 인공 지능 도구의 도움을 받아 제작된 부분이 포함되어 있으며 Benzinga 편집자들이 검토하고 게재했습니다.
사진: Shutterstock를 통해 Ivan Marc가 제공

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First Trust Exchange-Traded Fund VIII First Trust Active Global Quality Income ETF

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