Global X Artificial Intelligence & Technology ETF (NASDAQ: AIQ)

에 대한 최신 뉴스 Global X Artificial Intelligence & Technology ETF (NASDAQ:AIQ)

Technology

Consumer Cyclical

Communication Services

Industrials

Other

Healthcare

The Fund invests at least 80% of its total assets in the securities of the Indxx Artificial Intelligence & Big Data Index (Underlying Index). The Underlying Index is designed to track the performance of companies involved in the development and utilization of artificial intelligence (AI) and big data. The Fund's 80% investment policy is non-fundamental and requires 60 days prior written notice to shareholders before it can be changed. The Fund may lend securities representing up to one-third of the value of the Funds total assets (including the value of the collateral received). The fund is non-diversified.

Servicenow, Inc.

Cisco Systems, Inc.

International Business Machines Corp.

Alibaba Group

Adobe Inc

Salesforce Inc.

Samsung Electron

Amazon.Com Inc

Accenture Plc

Tencent Holdings Ltd

Apple Inc

Meta Platforms, Inc.

Netflix, Inc.

Microsoft Corp

Palantir Techn-A

Global X Artificial Intelligence & Technology ETF

Alliance HealthCare Services, Inc.

'Dr. Doom' Roubini Links DeepSeek’s Rise To OpenAI, Sees Inflation On Crash Course With AI

Government

Markets

저명한 거시경제 전문가 누리엘 루비니(Nouriel Roubini), 일명 ‘닥터 둠(Dr. Doom)&#39; 또는 ‘퍼머베어(permabear)&#39;로 불리는 그는 2008년 금융위기를 정확히 예측한 덕분에 이러한 별명을 얻었다. 그는 최근 몇 주간의 여러 월스트리트 예측에 반해 미국과 세계 경제에 대해 강세 전망을 가지고 있다.

누리엘 루비니 &#34;미키 마우스가 대통령이어도 미국 경제는 계속 성장할 것&#34;

Artificial Intelligence as a Key Growth Driver

Sector ETFs

Specialty ETFs

New ETFs

Events

Trading Ideas

Interview

ETFs

DTCR

PAVE

글로벌 X ETF(Global X ETFs)의 제품 연구 및 전략 디렉터인 아렐리스 아고스토(Arelis Agosto)는 3월 마이애미에서 열린 &#34;Future Proof CityWide&#34; 행사에서 댄 리치(Dan Leach)와 함께 최근 상장지수펀드(ETF)의 트렌드에 대해 이야기했다.

2025년 글로벌 X ETF, 최고의 테마는 AI 및 데이터센터

Apple’s Plans

Tech

AAPL

AMZN

GOOGL

iShares Dow Jones US Technology Sector Index Fund

애플(NASDAQ:AAPL)은 실제 의사를 모방한 AI 기능으로 건강(Health) 앱을 향상시키는 것을 목표로 지금까지 가장 야심찬 건강 이니셔티브를 추진하고 있다.

애플의 조용한 혁명: AI 의사, 영양 기술, M5 업그레이드 등

Air Liquide SA

L'AIR LIQUIDE SA UNSP/ADR by L'Air Liquide SA

Advanced Micro Devices Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) announced an <a href="https://www.benzinga.com/pressreleases/25/05/b45515224/red-hat-and-amd-strengthen-strategic-collaboration-expand-customer-choice-for-ai-and-virtualizatio" target="_blank" rel="noreferrer noopener">expanded partnership</a> with Red Hat Inc. Tuesday to boost artificial intelligence capabilities and modernize virtualization across hybrid cloud environments.
The collaboration integrates AMD&#8217;s high-performance computing hardware with Red Hat&#8217;s open-source platforms to support enterprise demand for scalable and cost-efficient AI solutions.
As part of the effort, AMD Instinct GPUs are now fully supported on Red Hat OpenShift AI, allowing developers to run both small and large language models on a single virtual machine. Recent tests using Microsoft Azure&#8217;s ND MI300X v5 instances showed improved efficiency and reduced infrastructure requirements.
Red Hat OpenShift Virtualization has also been validated for AMD EPYC CPUs to help organizations consolidate legacy virtual machines and container-based applications across on-premise, cloud, and hybrid environments. Supported systems include Dell PowerEdge, HPE ProLiant, and Lenovo ThinkSystem servers.
Also Read: <a href="https://www.benzinga.com/economics/macro-economic-events/25/05/45476624/us-china-trade-truce-trumps-middle-east-deals-spark-wall-street-rally-this-week-in-markets" target="_blank" rel="noreferrer noopener">US-China Trade Truce, Trump&#8217;s Middle East Deals Spark Wall Street Rally: This Week In Markets</a>
Both companies emphasized that modernizing the current infrastructure can unlock the capacity needed for AI innovation at scale.
Recently, Advanced Micro Devices announced a $3 billion deal to <a target="_blank" href="https://www.benzinga.com/news/guidance/25/05/45495637/amd-sells-off-a-5-billion-powerhouse-whats-the-catch-in-this-3-billion-deal" rel="noreferrer noopener">sell</a> its U.S.-based data center infrastructure manufacturing business to Sanmina Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SANM#NASDAQ">SANM</a>). The transaction includes $2.25 billion in cash and a $300 million premium, split equally between cash and equity. The deal also establishes a long-term strategic partnership, with AMD receiving Sanmina shares subject to a three-year lock-up.
AMD reached a 52-week high of $187.28 on July 9, 2024, and a 52-week low of $76.48 on April 8, 2025. The stock experienced a significant 39% decline from its peak in February to its trough in early April. Since then, it has rebounded over 30% from its April lows and is currently up approximately 5% year-to-date.
Also Read: <a target="_blank" href="https://www.benzinga.com/trading-ideas/long-ideas/25/05/45443777/best-amd-stock-rally-in-2-years-gets-a-buyback-boost" rel="noreferrer noopener">Best AMD Stock Rally In 2 Years Gets A Buyback Boost</a>
Related ETFs: Global X Artificial Intelligence &amp; Technology ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AIQ#NASDAQ">AIQ</a>), iShares Expanded Tech-Software Sector ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/IGV#BATS">IGV</a>).
Price Action: AMD shares are trading lower by 1.29% at $113.26 on Tuesday&#8217;s last check.
Read Next: 
<a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/05/45503727/nvidias-key-differentiators-include-its-ability-to-expand-its-addressable-market-analyst" target="_blank" rel="noreferrer noopener">Nvidia&#8217;s Key Differentiators Include Its Ability To Expand Its Addressable Market: Analyst</a>
Photo: Shutterstock

News

MSFT

SANM

AMD Expands Red Hat Partnership To Power Scalable AI And Hybrid Cloud

TaskUs Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TASK#NASDAQ">TASK</a>) surged on Friday after announcing strong first-quarter results and a $16.50-per-share all-cash buyout by Blackstone Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BX#NYSE">BX</a>) and its co-founders.
The company has entered into an agreement to be <a href="https://www.benzinga.com/pressreleases/25/05/b45316012/taskus-inc-to-be-taken-private-by-co-founders-and-blackstone" target="_blank" rel="noreferrer noopener">acquired and taken private</a> in an all-cash deal led by an affiliate of Blackstone, alongside TaskUs co-founders Bryce Maddock and Jaspar Weir.
The transaction values each share at $16.50, reflecting a 26% premium over TaskUs&#8217; 30-day volume-weighted average price. The buyout group plans to acquire all outstanding Class A shares it does not currently own, effectively taking TaskUs off public exchanges.
This strategic move, unanimously approved by the TaskUs board following recommendations from its special committee of independent directors, is designed to strengthen the company&#8217;s long-term strategy.
CEO Bryce Maddock emphasized that the acquisition will help TaskUs navigate rapid shifts driven by artificial intelligence and allow for long-term investments to support both the company and its clients. Jaspar Weir will continue serving as president after the deal closes, ensuring leadership continuity during the company&#8217;s next phase of growth.
Maddock noted, &#8220;This strategic transaction will deliver immediate value to stockholders, while enabling TaskUs to make long-term investments to better support both our own business and our clients as we scale and adapt in the AI age.&#8221;
Amit Dixit, head of Asia Private Equity at Blackstone, underscored the firm&#8217;s confidence in TaskUs&#8217; ability to thrive in the fast-changing AI landscape, saying the transaction will provide the company with greater flexibility and resources to strengthen its value proposition.
The deal is expected to close in the second half of 2025, pending regulatory and shareholder approvals.
In addition to the buyout news, TaskUs reported strong <a target="_blank" href="https://www.benzinga.com/pressreleases/25/05/b45316168/taskus-announces-fiscal-first-quarter-2025-results" rel="noreferrer noopener">first-quarter 2025</a> earnings. Revenue reached $277.8 million, up 22.1% year-over-year and surpassing the $271.06 million estimate by $6.7 million.
The company reported net income of $21.1 million (7.6% margin), adjusted net income of $35.9 million (12.9% margin), and diluted EPS of 23 cents. Notably, adjusted EPS came in at 38 cents, beating the 32 cents estimate.
Adjusted EBITDA reached $59.3 million, exceeding guidance by 130 basis points. TaskUs also generated $36.3 million in operating cash flow, $21.8 million in free cash flow, and achieved a 36.8% adjusted EBITDA-to-free cash flow conversion.
Price Action: TASK shares are trading higher by 14.53% at $16.47, and BX is up 0.97% at $141.07 on Friday&#8217;s last check.
Image: Shutterstock

Earnings

CTSH

TASK

TaskUs Stock Soars As Blackstone Unveils Buyout As Earnings Smash Estimates

Palantir Technologies Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>) is flexing both its tech muscles and <a href="https://www.benzinga.com/quote/PLTR/news">stock chart</a>, jumping 9% after news broke that NATO has <a href="https://shape.nato.int/news-releases/nato-acquires-aienabled-warfighting-system-">officially</a> acquired its AI-enabled Maven Smart System NATO (MSS NATO) for military operations.
For a stock already up 322% over the past year, it's a reminder that Palantir isn't just playing defense when it comes to data dominance.
NATO's fast-tracked procurement of Palantir's system — just six months from spec to signed deal — is a tactical win in more ways than one. According to NCIA General Manager Ludwig Decamps, the deal will give NATO "customized state-of-the-art AI capabilities," enhancing everything from intelligence fusion to battlefield decision-making.
The battlefield isn't the only place Palantir is gaining ground.
Read Also: <a href="https://www.benzinga.com/general/restaurants/25/04/44787365/jim-cramer-cheesecake-factory-stock-cheap-buying-this-tech-stock">Jim Cramer: Cheesecake Factory Stock Is &#8216;Darn Cheap,&#8217; Buying This Tech Stock</a>
<h1 class="wp-block-heading">Palantir Stock Chart: Mostly Bullish, But Not Without Caution</h1>
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0414"><img loading="lazy" decoding="async" width="628" height="487" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/14123305/Screenshot-2025-04-14-at-10.02.49-PM.png" alt="" class="wp-image-870644" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/14123305/Screenshot-2025-04-14-at-10.02.49-PM.png 628w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/14123305/Screenshot-2025-04-14-at-10.02.49-PM-300x233.png 300w" sizes="(max-width: 628px) 100vw, 628px" /></a></figure>
<a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0414" target="_blank" rel="noreferrer noopener">Chart created using Benzinga Pro</a>
Technically speaking, Palantir stock is in bullish territory. The stock is trading above its five-, 20- and 200-day simple (SMA) and exponential moving averages (EMA), with the eight-day SMA ($84.28) and 20-day SMA ($87.03) both comfortably below the current price of $92.28 — clear bullish signals. And that towering gap above the 200-day SMA ($59.29)? That's a long-term green flag.
But it's not all smooth sailing. The 50-day SMA sits slightly above the current price at $92.64, which signals a technical bearish in that timeframe. Meanwhile, the MACD (moving average convergence/divergence) indicator sits at negative 0.35 — another mild caution sign — and the RSI (relative strength index) at 55.14 suggests we're neither overbought nor oversold. 
Translation: momentum's on Palantir's side, but it's not a free pass to chase.
<h1 class="wp-block-heading">ETF Traders: Eyes On The AI Prize</h1>
For investors looking for ETF plays to ride this AI-military wave, Global X Artificial Intelligence &amp; Technology ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AIQ#NASDAQ">AIQ</a>) or ARK Innovation ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/ARKK#BATS">ARKK</a>) provide exposure to AI-forward companies like Palantir. Those betting on defense-tech convergence might consider iShares U.S. Aerospace &amp; Defense ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/ITA#BATS">ITA</a>) for broader exposure.
Palantir's latest NATO win gives new meaning to "data is the new weapon," and Wall Street seems to agree — for now. The trend is bullish, the momentum is building and as NATO gears up for AI warfare, Palantir looks ready to keep winning both contracts and investors.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/economics/macro-economic-events/25/04/44795047/exclusive-tariff-uncertainty-turns-traders-cautious-but-oil-silver-might-be-the-escape-hatch-says-market-analyst" target="_blank" rel="noreferrer noopener">EXCLUSIVE: Tariff Uncertainty Turns Traders Cautious — But Oil, Silver Might Be The Escape Hatch, Says Market Analyst</a></li>
</ul>
Photo: Shutterstock

Technicals

ARKK

iShares Dow Jones US Aerospace & Defense Index Fund

PLTR

Palantir Goes Bullish After NATO's AI Buy: Is This The Future Of War, Wall Street?

Renowned macroeconomic expert Nouriel Roubini, also referred to as &#8216;Dr. Doom&#8217; or &#8216;permabear,&#8217; a moniker he earned by correctly predicting the 2008 financial crisis, has a bullish outlook on the U.S. and global economy, defying several Wall Street <a href="https://benzinga.com/news/management/25/04/44717888/jpmorgan-jamie-dimon-warns-recession-now-likely-outcome">forecasts in recent weeks</a>.
What Happened: Speaking with Simon Nixon, the publisher of the Wealth of Nations newsletter at the 10th Delphi Economic Forum in Greece this week, Roubini had a rather optimistic take on the state of the economy, owing to the recent advances in AI, as <a href="https://greekreporter.com/2025/04/10/nouriel-roubini-predicts-global-growth-surge/#">reported</a> by Geek Reporter.
He said &#8220;Artificial intelligence is set to transform a dozen major sectors, propelling economic growth,&#8221; before adding that by the end of this decade &#8220;U.S. growth could hit 4 percent. By the end of the next decade, we might see 6 percent.&#8221;
See More: <a href="https://www.benzinga.com/news/25/04/44753051/trumps-tariffs-will-drain-retirement-savings-push-us-to-the-brink-of-recession-says-nancy-pelosi-while-quoting-ronald-reagan">&#8216;Trump&#8217;s Tariffs Will Drain Retirement Savings, Push Us To The Brink Of Recession,&#8217; Says Nancy Pelosi While Quoting Ronald Reagan</a>
Saying that he&#8217;s gone from &#8220;Dr. Doom to Dr. Boom,&#8221; Roubini insists that technology will offset <a href="https://www.benzinga.com/11/03/910566/econ-101-protectionism-for-dummies">protectionist policies</a>, and even amid the trade war, the U.S. economy will continue to expand, with that &#8220;growth spilling over to the rest of the world,&#8221; as for the first time in history, &#8220;we're entering a phase of exponential innovation.&#8221;
Roubini says that large companies will not wait for political clarity and that they aren&#8217;t concerned about tariffs. Taking a shot at Donald Trump, he says it won&#8217;t matter even if &#8220;Mickey Mouse is president—the economy will keep growing,&#8221; thanks to the momentum that innovation brings. 
Speaking about the <a href="https://benzinga.com/news/global/25/04/44706557/kevin-oleary-calls-eu-tariff-proposal-a-huge-opportunity-for-trump-to-find-an-off-ramp-amid-global-market-volatility">impact of tariffs on Europe</a>, Roubini believes that while the 10% tariff isn&#8217;t ideal, it won&#8217;t &#8220;devastate Europe&#8217;s economy.&#8221; He further predicts that Trump&#8217;s negotiations in this regard would likely involve demands for more defense spending, preferably through U.S. defense contractors, and commitments to purchase more American LNG. 
He, however, believes that negotiations with China will be a lot more fraught since Chinese Premier Xi Jinping &#8220;doesn&#8217;t face elections&#8221; and is thus less likely to blink, preferring to inject a massive fiscal stimulus package, devalue the Yuan, or boost domestic consumption instead.
While he is no fan of Trump&#8217;s trade policies, calling them &#8220;crazy and unfair,&#8221; Roubini does concede that China &#8220;needs to reform its economic model,&#8221; adding that it&#8217;s not just the U.S. demanding change, but &#8220;rest of the world expects it too.&#8221; 
Why It Matters: Roubini has been increasingly vocal over the past couple of days, and just last week referred to <a href="https://www.benzinga.com/25/04/44620056/dr-doom-nouriel-roubini-trumps-liberation-day-tariff-label-is-orwellian-doublespeak-us-playing-with-fire">Trump&#8217;s tariff announcement</a> on &#8216;Liberation Day&#8217; as "literally Orwellian doublespeak."
He later warned that the <a href="https://benzinga.com/markets/25/04/44677685/dr-doom-roubini-warns-markets-delusional-about-fed-rescue-as-trump-xi-jinping-jerome-powell-locked-in-high-stakes-standoff">markets were delusional</a> about the Fed&#8217;s willingness to step in amid escalating trade tensions, describing the situation as a &#8220;three-way game of chicken&#8221; between Trump, Jerome Powell, and Xi Jinping, with Trump being mostly likely to blink first.
Price Action: It has been 9 days since Liberation Day, and the S&amp;P 500 (INDEXSP: .INX) is down 7%, the Nasdaq (INDEXNASDAQ: .IXIC) by 6.8%, and the Global X Artificial Intelligence &amp; Technology ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AIQ#NASDAQ">AIQ</a>) that invests predominantly in AI stocks is down 8.5%, as markets expect a tariff-driven recession.
Image via Shutterstock
Photo Courtesy: Prometheus72 on Shutterstock.com
Read More: <a href="https://www.benzinga.com/general/psychology/25/04/44752180/trumps-tariff-policies-stem-from-decades-long-psyop-crypto-founder-says">Trump&#8217;s Tariff Policies Stem From &#8216;Decades-Long Psyop,&#8217; Crypto Founder Says</a>

Dr. Doom Transforms To Dr. Boom, Nouriel Roubini Says Mickey Mouse Could Be US President And 'Economy Will Keep Growing'

Arelis Agosto, director of Product Research and Strategy at Global X ETFs, sat down with Benzinga&#8217;s Dan Leach at Future Proof CityWide Miami in March to discuss the most recent <a href="https://www.benzinga.com/etfs">trends in exchange-traded funds</a>.
Global X ETFs is a New York-based provider of ETFs with billions in managed assets.
Agosto noted that the most prevalent themes in ETFs currently center around artificial intelligence and its infrastructure, reflected by the Global X Artificial Intelligence &amp; Technology ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AIQ#NASDAQ">AIQ</a>) and Global X Data Center &amp; Digital Infrastructure ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DTCR#NASDAQ">DTCR</a>).
&#8220;When we think about the broader demand and supply for data centers in the U.S., when we look at occupancy rates, they&#8217;re really high right now. What we&#8217;re seeing is that supply needs to catch up,&#8221; Agosto said. &#8220;This broader artificial intelligence landscape is not going away, and even conversations as to how newer technologies could take less space or demand from data centers isn&#8217;t something we&#8217;re super concerned about.&#8221;
Investors are reportedly also interested in investing in broader infrastructure plays given the perceived bipartisan support for infrastructure funding in the U.S. The Global X US Infrastructure Development ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/PAVE#BATS">PAVE</a>) tracks domestic infrastructure companies.
Agosto also noted the most important trends to look at several years into the future for Global X&#8217;s ETFs.
&#8220;When we think about thematic at Global X, we are targeting structural changes in the world as we know it,&#8221; Agosto said. When we think about artificial intelligence, it&#8217;s a little more mature because we are already seeing it very tangibly. We might have themes that are a little bit early on the curve of adoption, such as genomics or humanoids, which are a little bit earlier in those phases. We believe that the trends we already see materialize today will feed into those in earlier stages of maturity.&#8221;
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Also Read:
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<li><a href="https://www.benzinga.com/economics/macro-economic-events/25/04/44588076/us-manufacturing-slips-into-contraction-as-tariff-driven-costs-hit-near-3-year-high">US Manufacturing Slips Into Contraction As Tariff-Driven Costs Hit Near 3-Year High</a></li>
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Photo: Shutterstock

Artificial Intelligence, Data Centers The Top ETF Themes In 2025 Says Global X ETFs

Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) is moving ahead with its most ambitious health initiative to date, aiming to elevate its Health app with AI capabilities that mimic real doctors. 
Bloomberg&#8217;s&nbsp;Mark Gurman,&nbsp;in his&nbsp;<a href="https://www.bloomberg.com/news/newsletters/2025-03-30/apple-readies-biggest-push-into-health-yet-with-revamped-app-ai-doctor-service-m8vl97k2?srnd=undefined&amp;sref=TBDibEcD">latest&nbsp;</a>weekly &#8220;Power On&#8221;, has said that the tech giant is also gearing up to launch an M5-powered iPad Pro later this year, and has announced key organizational changes and its next developers conference.
As part of its moon-shot health goals, Apple has been working on Project Mulberry, a major upgrade to its Health app, featuring an AI-driven coach that can deliver customized health insights using user data. This app overhaul will be accompanied by a virtual health guide trained on inputs from internal and external medical professionals, including specialists in sleep, nutrition, and cardiology. The service, potentially branded as "Health+," is expected to debut with iOS 19.4 next year.
The app will integrate video explainers from physicians, track nutrition in detail, and even use iPhone cameras to assess users' exercise form. Apple is also constructing a facility near Oakland, California, where doctors will film educational content for the platform.
Also Read: <a href="https://www.benzinga.com/tech/25/03/44450408/apple-explores-ai-wearables-with-camera-integrated-smartwatches">Apple Explores AI Wearables With Camera-Integrated Smartwatches</a>
On the hardware front, Apple is testing four new versions of the iPad Pro featuring the M5 chip. These models, now in advanced testing, are expected to launch in the second half of 2025. The company is also working on an M6 version with its own modem chips, which could be ready by 2027. 
Meanwhile, M5 upgrades are coming to MacBook Pro and MacBook Air as well, likely following the same annual release cadence as their M4 predecessors.
Apple quietly announced its Worldwide Developers Conference (WWDC) 2025 for June 9–13. The mostly virtual event will feature in-person segments for the keynote and State of the Union. This year's announcement carried a more restrained tone, contrasting with previous years' bold messaging.
The tech giant continues to diversify its business while rivals such as Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) and Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) make parallel moves in AI and health. For investors tracking broader trends, the Global X Artificial Intelligence &amp; Technology ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AIQ#NASDAQ">AIQ</a>) and iShares U.S. Technology ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IYW#NYSE">IYW</a>) remain key barometers of sector momentum.
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Inside Apple's Silent Revolution—AI Doctors, Nutrition Tech, And A New Retail Boss

Wall Street&#8217;s tech giants are pouring billions into artificial intelligence infrastructure, driving a massive semiconductor revenue boom, but beyond Silicon Valley's elite, most companies are still fumbling through the early stages of <a href="https://www.benzinga.com/topic/expert-ideas">adoption, according to Goldman Sachs. </a>
In a note shared Monday, Goldman Sachs analysts Sarah Dong and Joseph Briggs said that AI-related investments in chips and hardware are set to add $305 billion in revenue by the end of 2025. That includes a $200-billion revenue growth for semiconductor firms, plus a $105-billion boost for other hardware enablers.
Despite the flood of investments, AI isn't moving the needle in GDP figures. Goldman said that's because the Bureau of Economic Analysis classifies semiconductors and cloud services as intermediate inputs, which don't directly show up in growth metrics.
<h3 class="wp-block-heading">AI Broader Adoption Still Limited</h3>
Only 7.4% of U.S. firms currently use AI in their operations, according to Goldman Sachs, up modestly from 6.1% in the fourth quarter of 2024. 
Large companies—defined as those with over 250 employees—are at the forefront of this trend. Currently, 12% are already using AI, and that number is expected to rise to 17% by mid-year.
&#8220;We continue to see higher adoption rates among subsectors with greater exposure of work tasks to AI automation,&#8221; the analysts said.
The biggest growth is expected in computing and electronics manufacturing, where work tasks are more likely to be automated by AI. Other fast-moving sectors include web search, broadcasting, and publishing.
Goldman added that while new AI tools are being developed and tested, very few businesses have been able to measure clear productivity gains or returns on investment.
<h3 class="wp-block-heading">Labor Market Impact Still Small, Productivity Gains Are Large In Selective Areas</h3>
Fears of AI-triggered mass layoffs haven't played out. Goldman said there have been no explicit mentions of AI in recent job cut announcements. 
While AI-related roles now account for 23% of IT job postings, they account for just 1.3% of total job listings.
&#8220;We continue to see large&nbsp;impacts on labor productivity&nbsp;in the limited areas where generative AI has been deployed,&#8221; Goldman Sachs wrote.
The Global X Artificial Intelligence &amp; Technology ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AIQ#NASDAQ">AIQ</a>) is flat in 2025, after rising 24% in 2024 and 55% in 2023.
The iShares Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOXX#NASDAQ">SOXX</a>) has fallen 5% year to date, after notching a 85% cumulative gain over the last two years. 
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Goldman Sachs Predicts $305 Billion AI Windfall While Adoption Remains Slow

The future of telecommunications is now and investors are paying attention. With NVIDIA&#8217;s recent foray into AI-native 6G networks, the world is changing fast and there are huge opportunities for <a href="https://www.benzinga.com/etfs">telecom, AI, and semiconductor ETFs</a>.
Defiance ETFs CEO Sylvia Jablonski thinks this revolution is only just starting. &#8220;Telecom companies that want to stay competitive will need to invest in AI-powered networks, partner with AI tech leaders and upgrade to cutting-edge semiconductor technology. That's exactly why we built the Defiance Connective Technologies ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SIXG#NASDAQ">SIXG</a>) to capture this AI-driven telecom revolution,&#8221; she told Benzinga.
Nvidia Corp.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) new <a href="https://nvidianews.nvidia.com/news/nvidia-and-telecom-industry-leaders-to-develop-ai-native-wireless-networks-for-6g">deals </a>with T-Mobile Us Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TMUS#NASDAQ">TMUS</a>), MITRE, Cisco Systems Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>), ODC, and Booz Allen Hamilton Holding Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAH#NYSE">BAH</a>) that were announced in the GTC 2025 are a significant step forward in AI-powered telecommunications. Nvidia is taking the lead in the deployment of AI in wireless network hardware, software and infrastructure, paving the way for new-gen connectivity.
For investors, this transition offers attractive opportunities. The need for AI-driven networking chips, cloud computing infrastructure, telecom software and cybersecurity is likely going to boom. Broadcom Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), Marvell Technology Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>), Qualcomm Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>), Amazon.com Inc.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) AWS, Alphabet Inc.&#8217;s (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>) Google Cloud, Oracle Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NASDAQ">ORCL</a>), Cisco Systems, Ericsson and Nokia Oyj (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOK#NYSE">NOK</a>) are likely to gain. Naturally, ETFs holding stocks of these companies are seeing an upside potential, too.
Also Read: <a href="https://www.benzinga.com/25/03/44418376/is-nvidia-sitting-on-the-ai-goldmine-no-one-sees-yet">Is Nvidia Sitting On The AI Goldmine No One Sees Yet?</a>
<h1 class="wp-block-heading">ETFs That Stand To Gain</h1>
Jablonski points out that ETFs such as Defiance Connective Technologies provide exposure to these leaders, enabling investors to be part of the revolution in telecom networks.
Outside of that ETF, a number of other ETFs stand to gain from Nvidia&#8217;s and the telecom sector&#8217;s AI-led transformation:
• Global X Artificial Intelligence &amp; Technology ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AIQ#NASDAQ">AIQ</a>) targets AI-led innovation across sectors, such as cloud computing and telecommunications. 
• VanEck Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMH#NASDAQ">SMH</a>) contains top semiconductor players such as Nvidia, Broadcom and Qualcomm that form the backbone of AI-driven networking. 
• iShares U.S. Telecommunications ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/IYZ#BATS">IYZ</a>) offers exposure to large telecom companies such as Verizon Communications Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VZ#NYSE">VZ</a>) and T-Mobile. 
• ARK Autonomous Technology &amp; Robotics ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/ARKQ#BATS">ARKQ</a>) contains firms utilizing AI-based connectivity for automation and future mobility. 
• First Trust Nasdaq Cybersecurity ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CIBR#NASDAQ">CIBR</a>) also covers cybersecurity companies such as Palo Alto Networks Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>) and CrowdStrike Holdings Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWD#NASDAQ">CRWD</a>), which will be instrumental in protecting <a href="https://www.crowdstrike.com/platform/">AI-native</a> 6G <a href="https://www.paloaltonetworks.com/blog/2024/11/a-security-first-approach-to-6g/#:~:text=Next%20Steps,development%20and%20deployment%20of%206G.">networks</a>.
The actual impact of AI-enabled 6G is much greater than the telecommunications sector. From health and finance to manufacturing and self-driving cars, AI-enhanced networks will bring efficiency, security and performance to many different industries. 
Jablonski noted, &#8220;AI-integrated telecom networks will boost productivity and connectivity across several industries: healthcare – enabling remote surgeries, real-time diagnostics and telemedicine; finance, strengthening cybersecurity for transactions and real-time market analysis; manufacturing, enhancing automation and predictive maintenance and autonomous vehicles, powering AI-native Vehicle-to-Everything (V2X) communication.&#8221;
The financial benefit won&#8217;t directly touch consumers&#8217; wallets. &#8220;In the short term, telecom companies will likely use AI-driven efficiency to increase their profits as they recover infrastructure investment costs. Over time, as AI optimizes network operations, consumers could see more competitive pricing and improved services — similar to how cloud services have evolved.&#8221; 
In the long run, with AI optimizing network operations, customers may experience more competitive rates and better services.
But, AI-driven networks may create a divide between telecom and tech giants. &#8220;Companies like AWS, Google Cloud and Microsoft Azure are expanding into telecom with AI-driven cloud services. Traditional telecom providers that fail to adapt may struggle to compete with these tech-driven companies,&#8221; she noted.
Nvidia&#8217;s AI-native 6G project is a game-changer and the investment environment is changing rapidly. With partnerships that range from telecom behemoths to cloud and cybersecurity companies, the argument for ETFs such as Defiance Connective Technologies ETF and Defiance Quantum ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QTUM#NASDAQ">QTUM</a>) has never been more compelling. As AI-powered networks redefine connectivity, investors can seize the opportunity to ride the future of telecommunications technology.
Read Next: • <a href="https://www.benzinga.com/25/03/44406384/alphabets-mega-cybersecurity-bet-3-etfs-poised-for-a-jackpot">Alphabet Bets Big On Cybersecurity: 3 ETFs Poised For A Jackpot</a>
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CRWD

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MRVL

NVDA

ORCL

PANW

QCOM

QTUM

SIXG

TMUS

EXCLUSIVE: Why Defiance ETF CEO Sees Big Gains Ahead During Nvidia's 6G Revolution

Senior Advisor to <a href="https://www.benzinga.com/topic/donald-trump">President Donald Trump</a>, Elon Musk, made headline-grabbing statements on The Joe Rogan Experience on Friday, describing the U.S. as a ‘poorly managed business.' The Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) CEO criticized government policies and cautioned that <a href="https://www.benzinga.com/topic/artificial-intelligence">AI is advancing</a> at an unprecedented pace.
From calling Social Security a &#8220;Ponzi scheme&#8221; to discussing Fort Knox's gold reserves and media influence, Musk's unfiltered insights from the <a href="https://www.youtube.com/watch?v=sSOxPJD-VNo&amp;t=10092s">interview </a>raise concerns—but investors may want to take note.
<h2 class="wp-block-heading">Challenge Of National Debt</h2>
Musk argued that America's $1 trillion annual interest payments on its national debt are unsustainable. He compared the system to a business that relies heavily on debt while discouraging innovation. He also warned that excessive money printing may provide short-term relief but could lead to long-term economic consequences.
For investors concerned about inflation, some may look to hedging strategies. Gold ETFs, such as SPDR Gold Shares (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GLD#NYSE">GLD</a>), have seen increased interest amid economic uncertainty.
Read Also: <a href="https://www.benzinga.com/25/03/44069535/anthropic-ceo-dario-amodei-pushes-for-stronger-us-ai-safeguards-saying-autocracies-like-china-and-russia-could-use-ai-to-expand-their-power">Jeff Bezos-Backed Anthropic Pushes For Stronger US AI Safeguards, Saying Autocracies Like China, Russia Could Use AI To Expand Their Power: &#8216;Some Very Dark Possbilities&#8217;</a>
<h2 class="wp-block-heading">AI Is Moving Faster Than You Think</h2>
Musk said that automation is advancing at an exponential rate, and the companies leading the AI race will dominate the future economy. From self-driving cars to automated customer service and even AI-driven medical diagnoses, entire industries will be disrupted.
The Tesla CEO believes that even traditionally "safe" white-collar jobs—lawyers, accountants, and analysts—could be replaced faster than expected.
The key question is who stands to gain. AI-driven companies like Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) are already seeing explosive growth, with ETFs like the Global X Robotics &amp; Artificial Intelligence ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BOTZ#NYSE">BOTZ</a>) and the Global X Artificial Intelligence &amp; Technology ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AIQ#NYSE">AIQ</a>) offering exposure to the AI revolution.
But Musk has also warned that regulation is lagging. If AI advances without oversight, it could become an unpredictable force, reshaping societies in ways that remain uncertain.
<h2 class="wp-block-heading">Wealth, Power, and Systemic Concerns</h2>
Musk has criticized what he refers to as "The Matrix," suggesting that societal structures keep people distracted while wealth and power concentrate at the top. He pointed to repeated financial mismanagement in government agencies, noting that some fail audits without facing significant consequences. 
As an example, he cited a case where an agency received $12 billion for submarines, yet no submarines were built, raising concerns about accountability and oversight.
Additionally, he compared the rise of speculative investments, such as meme coins, to legalized gambling. His remarks highlight broader debates about government efficiency, financial regulation, <a href="https://www.benzinga.com/25/03/44069228/elon-mu">and wealth distribution.</a>
For investors, this suggests a cautious approach, prioritizing long-term value over speculative trends. Broad market ETFs, such as the SPDR S&amp;P 500 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) and the Vanguard Total Stock Market ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VTI#NYSE">VTI</a>), provide diversified exposure to the overall market. Some investors also consider AI-related assets and gold as potential hedges against economic uncertainty.
Read Next: 
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<li><a href="https://www.benzinga.com/25/03/44070216/billionaire-investor-howard-marks-warns-against-ais-powerful-novelty-and-fomo-as-nvidia-other-ai-linked-stocks-tumble-in-2025-this-is-the-kind-of-enthusiasm-that-sometimes-leads-to-bubbles">Billionaire Investor Howard Marks Warns Against AI&#8217;s &#8216;Powerful&#8217; Novelty And FOMO As Nvidia, Other AI-Linked Stocks Tumble In 2025: Says This Enthusiasm &#8216;Sometimes Leads To Bubbles&#8217;</a></li>
</ul>
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Macro Economic Events

Broad U.S. Equity ETFs

Economics

BOTZ

TSLA

Musk Criticizes US Debt, Economic Policies: 'A Poorly Managed Business'

Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) has set the investment world abuzz with the announcement of its first-of-a-kind <a href="https://www.benzinga.com/25/02/43844926/quantum-computing-stocks-rgti-qubt-ionq-qbts-cheer-microsofts-majorana-1-launch-satya-nadella-calls-it-a-physics-and-fabrication-breakthrough">quantum chip, Majorana 1</a>. As excitement builds around the breakthrough, ETFs with <a href="https://www.benzinga.com/etfs">exposure to quantum computing</a> and semiconductor advancements are drawing increased investor interest.
Investors looking to capitalize on the quantum computing revolution can explore several ETFs with exposure to key players in this space.
Defiance Quantum ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/QTUM#NYSE">QTUM</a>)
QTUM provides exposure to companies engaged in quantum computing, AI, and machine learning. With holdings in Microsoft, IBM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>), and Alphabet (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>), it is well-positioned to benefit from advancements in quantum technology.
Defiance ETFs CEO Sylvia Jablonski highlighted how Majorana 1 has already driven investor interest in QTUM. "The good thing about that ETF is it holds the large-cap, quality, balance-sheet-established players like MSFT but mixes in pure plays like IonQ and Rigetti as well."
Also Read: <a href="https://www.benzinga.com/trading-ideas/long-ideas/25/02/43854334/microsofts-quantum-leap-will-majorana-1-lift-msft-stock">Microsoft&#8217;s Quantum Leap: Will Majorana 1 Lift MSFT Stock?</a>
Global X Artificial Intelligence &amp; Technology ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AIQ#NASDAQ">AIQ</a>)
AIQ invests in firms at the forefront of AI and computational advancements, including Microsoft. With quantum computing playing a crucial role in AI's evolution, the fund could see increased investor interest.
VanEck Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMH#NASDAQ">SMH</a>)
While primarily focused on <a href="https://www.benzinga.com/topic/semiconductors">semiconductor companies</a>, SMH includes exposure to firms developing quantum computing hardware. Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Qualcomm (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>) and Broadcom are among its top holdings. Given that quantum computing relies on advanced semiconductor technology, any advancements in this sector could indirectly boost the ETF.
Sylvia Jablonski on the ETF Impact of Microsoft's Majorana 1
Jablonski weighed in on the implications of Microsoft's quantum computing advancement, emphasizing its significance for ETFs in the space.
Satya Nadella, Microsoft's Chairman and CEO, described the chip as a "physics and fabrication breakthrough" rather than a pure quantum computing leap. He compared it to the transistor moment of quantum computing, a milestone that could pave the way for the technology's practical application.
Jablonski reinforced this view, stating, "He's saying that we are at a key inflection point where quantum computing transitions from being experimental to practical and scalable. It reminds me of the ChatGPT moment."
Jablonski believes that Microsoft's breakthrough could have lasting implications. "Microsoft's breakthrough accelerates quantum error correction and scalability. It could lead to sustained confidence in the sector. When you have quality companies like Alphabet, Microsoft, and IBM blessing these innovations, that bodes well for the consumer and his or her sentiment on the quantum sector."
According to Jablonski, QTUM ETF balances both risk and reward effectively. "We have both—having the large caps serves as a ballast for risk on volatility on the small caps."
Also Read: <a href="https://www.benzinga.com/trading-ideas/technicals/25/02/43885743/microsofts-quantum-leap-hits-a-technical-snag-death-cross-looms-large">Microsoft&#8217;s Quantum Leap Hits A Technical Snag: Death Cross Looms Large</a>
Are We Closer to Real-World Applications?
Jablonski sees practical applications emerging sooner than skeptics expect. "Microsoft's error correction claims, if validated, represent significant progress. Quantum computing is already used in certain workflows, risk analysis, supply chain, and logistics cases."
Beyond quantum computing, AI-driven ETFs are seeing strong momentum, particularly in automation, robotics, and generative AI. "We also think that 6G and the future of tech connectivity will be a big topic this year," Jablonski noted.
The Road Ahead
Although high error rates and commercialization challenges still limit quantum computing's immediate applications, Microsoft's Majorana 1 chip signals a major step forward. With ETFs offering a diversified approach to investing in this space, investors can position themselves to benefit from the quantum computing revolution while mitigating risks associated with individual stocks.
Read Next: 
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<li><a href="https://www.benzinga.com/25/02/43922550/politics-meets-profit-defiance-etfs-files-for-mag7-themed-etf-magt">Defiance Seeks SEC Approval For ETF Tied To Trump Policies: &#8216;You Could Have A Nice Run, But&#8230;&#8217;</a></li>
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EXCLUSIVE: 3 ETFs Positioned For Microsoft's Quantum Breakthrough

The ongoing AI arms race, spurred by disruptive developments such as <a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/01/43250480/nvidia-sinks-below-200-day-average-for-first-time-in-2-years-deepseek-technical-reset">DeepSeek's latest models</a>, has thrust funds with significant exposure to AI and tech stocks in the spotlight again. 
Adding to the disruption, a report by Reuters said Alibaba Group Holding Ltd &#8211; ADR (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) launched its <a href="https://www.benzinga.com/25/01/43311376/alibaba-unveils-qwen25-max-claims-it-beats-deepseek-and-openai-in-ai-performance-race">Qwen 2.5-Max AI model</a> on Jan. 29, claiming it outperforms DeepSeek-V3, OpenAI's GPT-4.0 and Meta's Llama-3.1-405B. This escalating competition opens a great opportunity for investors to cash in on the trend while it lasts, through<a href="https://www.benzinga.com/etfs"> AI-focused ETFs</a>.
Here are three AI and tech-based ETFs to watch:
<h1 class="wp-block-heading">Global X Artificial Intelligence &amp; Technology ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AIQ#NASDAQ">AIQ</a>)</h1>
This fund provides broad exposure to top AI companies, including semiconductor firms and software developers. Expense ratio for this ETF is 0.68%. Holdings include NVIDIA Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), Alphabet Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>)(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>), all of which are integral to AI advancements. Among international exposure are stocks of Alibaba and Tencent Holdings Ltd., which are frontrunners in the AI race. We will discuss more about why these stocks are in focus today a little later in the article.
<h1 class="wp-block-heading">ARK Autonomous Technology &amp; Robotics ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/ARKQ#BATS">ARKQ</a>)</h1>
Managed by <a href="https://www.benzinga.com/topic/cathie-wood">Cathie Wood</a>'s ARK Invest, this fund targets companies playing in AI-driven automation and robotics. Tesla Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>), Nvidia and other AI-centric firms dominate its holdings. It charges an expense ratio of 0.75%.
<h1 class="wp-block-heading">Invesco QQQ Trust (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>)</h1>
Though not AI-specific, this ETF offers exposure to the biggest names in tech, many of which are leading AI developers. Its holdings include Microsoft, Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), and Amazon.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), all of which are making major AI investments.
Also Read: <a href="https://www.benzinga.com/25/01/43302340/deepseeks-ai-breakthrough-microsoft-poised-to-benefit-but-oracle-faces-cloud-growth-challenges">DeepSeek&#8217;s AI Breakthrough Benefits Microsoft, But Oracle Faces Cloud Growth Challenges: Analyst</a>
<h1 class="wp-block-heading">DeepSeek's Market Disruption</h1>
DeepSeek's ability to deliver high-performance AI at low cost has taken Silicon Valley by storm, prompting a price war in China. Global investors were left scrambling to reassess their AI bets. The company's DeepSeek-V3 model, launched on Jan. 10, followed by its R1 model on Jan. 20, threw tech stocks on a slide and forced competitors to rethink their strategies.
Alibaba's quick response with its Qwen 2.5-Max AI model has only intensified the battle. The Chinese tech giant asserts that its model outperforms DeepSeek-V3, OpenAI's GPT-4o, and Meta's Llama-3.1-405B. Meanwhile, ByteDance, Baidu (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NASDAQ">BIDU</a>), Tencent and a slew of other Chinese AI players have been racing to upgrade their own AI offerings. Tencent has developed several upgrades on its AI model Hunyuan, according to the Wall Street Journal. Baidu with its Earnie Bot and ByteDance with its Doubao are close behind.
The disruption also triggered questions among investors in U.S.-listed AI companies on the massive spending plans of industry leaders, particularly as a cost-efficient alternative emerges from China. 
Read Next: 
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Emerging Market ETFs

Global

BABA

BIDU

AI ETFs In Focus As Alibaba Challenges DeepSeek With New Model

Meta&nbsp;Platforms Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) <a target="_blank" href="https://www.benzinga.com/topic/meta" rel="noreferrer noopener">is trying to promote</a> Instagram by exploiting the absence of the Chinese rival TikTok download option from 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>) Google stores.
In 2020, President Donald Trump threatened to ban TikTok, citing <a target="_blank" href="https://www.benzinga.com/government/regulations/25/01/42772746/tiktok-set-for-a-ban-on-jan-19-by-law-but-trump-has-other-plans" rel="noreferrer noopener">national security threats</a> due to its ownership by ByteDance Ltd. However, recently, Trump urged the Supreme Court to delay the TikTok ban after assuming charge as the new President on January 20.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/01/43200619/byd-geely-and-saic-fight-back-against-eus-high-ev-tariffs-in-legal-battle" rel="noreferrer noopener">BYD, Geely, SAIC Contest EU&#8217;s High EV Tariffs In Court</a>
Previously, the Biden administration ordered ByteDance to divest its ownership of TikTok or face an effective ban on the app in the U.S. on January 19.
TikTok, has 170 million U.S. users and accounts for ~4% of the U.S. digital ad market. Around 63% of teens aged 13 to 17 use TikTok compared to 59% who use Instagram, CNBC cites a 2023&nbsp;Pew Research Center survey.
The Facebook and Instagram parent encouraged creators to promote Instagram on other short-form video apps, like TikTok, Snap Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SNAP#NYSE">SNAP</a>) Snapchat, 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>) YouTube including three months of posting exclusivity by doling out attractive offers, CNBC <a target="_blank" href="https://www.cnbc.com/2025/01/26/meta-is-paying-creators-to-promote-instagram-on-other-video-apps.html" rel="noreferrer noopener">cites</a> from a creator contract details.&nbsp;
Meta&#8217;s monthly cash bonuses ranged from $10,000 to $50,000 to shift their videos to Instagram Reels, CNBC cites the Information. The deals last six months and obligate a creator to post a minimum of eight Instagram Reels per month.
Meta paid over $2 billion to <a target="_blank" href="https://www.benzinga.com/news/24/10/41176448/mark-zuckerbergs-facebook-paid-2b-to-content-creators-in-the-past-year-and-it-wants-to-pay-out-more" rel="noreferrer noopener">content creators&nbsp;in 2024</a>. Four million content creators have reportedly made money from the platform since 2017.
Meanwhile, <a target="_blank" href="https://www.benzinga.com/25/01/43198088/tiktok-ban-sparks-divide-oracle-backs-trump-while-apple-google-play-it-safe" rel="noreferrer noopener">Trump allies, including</a> Oracle Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) co-founder and Chairman&nbsp;Larry Ellison and Elon Musk, emerged as eligible contenders for&nbsp;TikTok after Trump suspended the TikTok ban for 75 days.
<h2 class="wp-block-heading">META Stock Prediction For 2025</h2>
Equity research analysts on and off Wall Street typically use earnings growth and fundamental research as a form of valuation and forecasting. But many in trading turn to technical analysis as a way to form predictive models for share price trajectory.
Some investors look to trends to help forecast where they believe a stock could trade at a certain point in the future. Looking at Meta Platforms, an investor could make an assessment about a stock's long term prospects using a moving average and trend line. If they believe a stock will remain above the moving average, which many believe is a bullish signal, they can extrapolate that trend into the future using a trend line. For Meta Platforms, the 200-day moving average sits at $536.57, according to <a href="https://pro.benzinga.com/">Benzinga Pro</a>, which is below the current price of $647.49. For more on charts and trend lines, <a href="https://pro.benzinga.com/">see a description here.</a>
Traders believe that when a stock is above its moving average, it is a generally bullish signal, and when it crosses below, it is a more negative signal. Investors could use trend lines to make an educated guess about where a stock could trade at a later date if conditions remain stable.
Investors can gain exposure to Meta through iShares U.S. Technology ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IYW#NYSE">IYW</a>) and Global X Artificial Intelligence &amp; Technology ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AIQ#NASDAQ">AIQ</a>).
Price Action: META stock is down 1.57% at $637.71 premarket at the last check on Monday.
Also Read:
<ul>
<li><a href="https://www.benzinga.com/25/01/43197956/qualcomm-gains-2-billion-boost-from-samsung-s25-chipset-deal-analyst-highlights-growth-in-handsets-and-beyond" target="_blank" rel="noreferrer noopener">Qualcomm Gains $2 Billion Boost From Samsung S25 Chipset Deal, Analyst Highlights Growth in Handsets and Beyond</a></li>
</ul>
Image via Shutterstock

Regulations

Media

SNAP

Meta Wants To Leverage TikTok Ban Threat to Promote Instagram On Other Social Media, Offers Cash Deals

Ericsson (NASDAQ: ERIC) reported fourth-quarter fiscal 2024 results on Friday.
The <a target="_blank" href="https://www.benzinga.com/topic/telecom" rel="noreferrer noopener">Swedish telecom equipment maker&#8217;s</a> sales grew 1% year-over-year to 72.9 billion Swedish Krona, driven by 54% <a target="_blank" href="https://www.ericsson.com/en/newsroom" rel="noreferrer noopener">growth </a>in the North American market. In USD, sales of $6.77 billion missed the analyst consensus estimate of $6.93 billion.
Also Read: <a target="_blank" href="https://www.benzinga.com/media/25/01/43168435/google-taps-htcs-talent-in-250-million-deal-to-lead-ar-vr-innovation" rel="noreferrer noopener">Google Taps HTC&#8217;s Talent in $250 Million Deal to Lead AR/VR Innovation</a>
Group organic sales grew by 2% Y/Y. Adjusted gross margin improved to 46.3% from 41.1% Y/Y, driven by substantial expansion in Networks.
Adjusted EBIT margin was 13.1% versus 10.3% Y/Y due to a non-cash&nbsp;impairment loss relating to the Vonage acquisition.&nbsp;Adjusted EBITA margin improved to 14.1% from 11.4% a year ago, benefiting from higher gross income and cost actions.
Ericsson reported an EPS of SEK 1.44 versus SEK 1.02 Y/Y. In USD, EPS of $0.13 missed the&nbsp;<a target="_blank" href="https://www.benzinga.com/calendars/earnings" rel="noreferrer noopener">analyst consensus estimate of $0.19</a>.
Free cash flow before M&amp;A was SEK 15.82 billion in the quarter, benefiting from the operational improvements.
As of December 31, 2024, net cash stood at SEK 37.8 billion.
Dividend: Ericsson board will propose a 2024 dividend per share of SEK 2.85 (up from SEK 2.70 Y/Y).
CEO Börje Ekholm noted further signs that the overall RAN market is stabilizing, with strong growth in North America supporting a return to Networks sales growth in the fourth quarter. However, the company has yet to accomplish its long-term EBITA goal.&nbsp;
Outlook: Ericsson&nbsp;expects <a target="_blank" href="https://www.benzinga.com/calendars/guidance" rel="noreferrer noopener">first-quarter&nbsp;sales growth</a> for Networks and Cloud Software and Services to be similar to the 3-year average seasonality and a first-quarter adjusted gross margin for Networks of 47%- 49%.
Ericsson and rivals grappled with a weak <a target="_blank" href="https://www.benzinga.com/news/earnings/24/07/39745508/ericsson-gains-premarket-after-q2-print-whats-going-on" rel="noreferrer noopener">telecom equipment market</a> as operators postponed expensive network upgrades. This prompted companies like Ericsson to adopt cost-cutting measures and pivot to markets like the U.S. and India.
Ericsson stock surged over 57% in the last 12 months. Investors can gain exposure to the stock through Defiance Connective Technologies ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SIXG#NASDAQ">SIXG</a>) and Global X Artificial Intelligence &amp; Technology ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AIQ#NASDAQ">AIQ</a>).
Price Action: ERIC stock is down by 8.20% at $8.17 premarket at last check Friday.
Also Read:
<ul>
<li><a href="https://www.benzinga.com/analyst-ratings/price-target/25/01/43110913/apples-iphone-dependence-remains-but-services-wearables-offer-growth-potential-analyst" target="_blank" rel="noreferrer noopener">Apple&#8217;s iPhone Dependence Remains, But Services, Wearables Offer Growth Potential: Analyst</a></li>
</ul>
Photo by Mats Wiklund via Shutterstock.

Guidance

Dividends

Movers

ERIC

Ericsson Q4 Earnings: Sales Climb 1%, North America Shines, Dividend Raise, Guidance And More

<figure class="wp-block-image size-large"><img decoding="async" src="https://thearorareport.com/wp-content/uploads/2025/01/2025-01-22_07h51_16.png" alt="" /></figure>
To gain an edge, this is what you need to know today.
<h4 class="wp-block-heading">Fueling AI Frenzy</h4>
An enlarged chart of artificial intelligence ETF Global X Artificial Intelligence &amp; Technology ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AIQ#NASDAQ">AIQ</a>).
Note the following:
<ul>
<li>The chart shows there is a breakout in artificial intelligence ETF in the early trade this morning.&nbsp; As a caution, all breakouts do not sustain. Prudent investors should carefully watch if the breakout sustains or if it fails.</li>
<li>RSI on the chart shows AIQ is barely overbought.&nbsp; RSI shows the ETF has room to run higher.</li>
<li>Volume on the chart has been staying high, indicating sustained interest.</li>
<li>The Trump administration has announced an artificial intelligence project called Stargate.&nbsp; Stargate is a $500B venture to build AI data centers.&nbsp; The initial equity funders of the joint venture are OpenAI, SoftBank Group Corp &#8211; ADR (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SFTBY#OTC">SFTBY</a>), Oracle Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>), and Abu Dhabi's MGX.&nbsp; NVIDIA Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), and Arm Holdings PLC &#8211; ADR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARM#NASDAQ">ARM</a>) are technology partners.</li>
<li>The announcement of Stargate is adding fuel to the AI frenzy.</li>
<li>In The Arora Report analysis, the headline of $500B for Stargate may turn out to be a mirage.&nbsp; The initial number is $100B and includes previously announced projects.&nbsp; The new funding may be significantly less than $100B.&nbsp; For the time being, the analysis does not matter because the momo crowd is buying extremely aggressively on the headline.</li>
<li>Trump commented that 10% tariffs on China are under consideration.&nbsp; This is better news for Chinese stocks than the previously mentioned 60% tariffs.&nbsp; However, Chinese stocks sank on Trump's comment, and the yuan declined.</li>
<li>The U.S. stock market ran up yesterday, in part, on the assumption that China may escape tariffs.&nbsp; This morning in the early, the market is ignoring Trump's China comments and continues to run up.</li>
<li>Extreme positive sentiment is evidence as the market runs up on positive rumors, but when the rumors turn out to be false and the facts are negative, the market ignores it.&nbsp; In The Arora Report analysis, history is clear.&nbsp; Long term investments should be initiated when sentiment is extremely negative and profits should be taken when sentiment is extremely positive.&nbsp; The best way to take advantage of extremely positive sentiment is through tactical positions.&nbsp;&nbsp;</li>
<li>The market is also being helped by strong earnings from: Netflix Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>), United Airlines Holdings Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/UAL#NASDAQ">UAL</a>), Interactive Brokers Group, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/IBKR#NASDAQ">IBKR</a>), Procter &amp; Gamble Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PG#NYSE">PG</a>).</li>
<li>Leading Indicators will be released at 10am ET and may be market moving.</li>
</ul>
<h4 class="wp-block-heading">Magnificent Seven Money Flows</h4>
In the early trade, money flows are positive in Amazon.com, Inc., Meta Platforms Inc, NVDA, and MSFT.
In the early trade, money flows are neutral in Alphabet Inc Class C.
In the early trade, money flows are negative in Apple Inc and Tesla Inc.
In the early trade, money flows are positive in SPDR S&amp;P 500 ETF Trust and Invesco QQQ Trust Series 1.
<h4 class="wp-block-heading">Momo Crowd And Smart Money In Stocks</h4>
Investors can gain an edge by knowing money flows in SPY and QQQ.  Investors can get a bigger edge by knowing when smart money is buying stocks, gold, and oil.  The most popular ETF for gold is SPDR Gold Trust.  The most popular ETF for silver is iShares Silver Trust.  The most popular ETF for oil is United States Oil ETF.
<h4 class="wp-block-heading">Bitcoin</h4>
Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) is seeing selling on continued disappointment that Trump has not announced a bitcoin reserve.
<h4 class="wp-block-heading">Protection Band And What To Do Now</h4>
It is important for investors to look ahead and not in the rearview mirror.&nbsp; The proprietary protection band from The Arora Report is very popular.&nbsp; The protection band puts all of the data, all of the indicators, all of the news, all of the crosscurrents, all of the models, and all of the analysis in an analytical framework that is easily actionable by investors.
Consider continuing to hold good, very long term, existing positions. Based on individual risk preference, consider a protection band consisting of cash or Treasury bills or short-term tactical trades as well as short to medium term hedges and short term hedges. This is a good way to protect yourself and participate in the upside at the same time.
You can determine your protection bands by adding cash to hedges.&nbsp; The high band of the protection is appropriate for those who are older or conservative. The low band of the protection is appropriate for those who are younger or aggressive.&nbsp; If you do not hedge, the total cash level should be more than stated above but significantly less than cash plus hedges.
A protection band of 0% would be very bullish and would indicate full investment with 0% in cash.&nbsp; A protection band of 100% would be very bearish and would indicate a need for aggressive protection with cash and hedges or aggressive short selling.
It is worth reminding that you cannot take advantage of new upcoming opportunities if you are not holding enough cash.&nbsp; When adjusting hedge levels, consider adjusting partial stop quantities for stock positions (non ETF); consider using wider stops on remaining quantities and also allowing more room for high beta stocks.&nbsp; High beta stocks are the ones that move more than the market.
<h4 class="wp-block-heading">Traditional 60/40 Portfolio</h4>
Probability based risk reward adjusted for inflation does not favor long duration strategic bond allocation at this time.
Those who want to stick to traditional 60% allocation to stocks and 40% to bonds may consider focusing on only high quality bonds and bonds of five year duration or less.&nbsp; Those willing to bring sophistication to their investing may consider using bond ETFs as tactical positions and not strategic positions at this time.
The Arora Report is known for its accurate calls. The Arora Report correctly called the big artificial intelligence rally before anyone else, the new bull market of 2023, the bear market of 2022, new stock market highs right after the virus low in 2020, the virus drop in 2020, the DJIA rally to 30,000 when it was trading at 16,000, the start of a mega bull market in 2009, and the financial crash of 2008. Please click here to sign up for a free forever <a href="https://thearorareport.com/generate-wealth-newsletter-benzinga">Generate Wealth Newsletter</a>.

$BTC

IBKR

NFLX

SFTBY

Stargate Adds Fuel To AI Frenzy, Chinese Stocks Sink On Trump Tariff Talk

President-elect Donald Trump spotlighted artificial intelligence and drilling expansion as pillars of his economic vision Tuesday, pledging to foster AI-driven innovation while slashing energy<a href="https://www.benzinga.com/topic/regulations"> costs through expanded deregulation.</a>
During a press conference at Mar-a-Lago, Trump outlined plans to accelerate America's leadership in artificial intelligence by supporting private investments in data centers and energy infrastructure.
"A lot of people don&#8217;t realize that AI is going to be a big thing but you'll need double the electricity at least that we have right now," Trump said, hinting at the plan to markedly raise U.S. energy production to meet fast-growing AI demands.
He indicated that expanding access to oil and gas is critical to keeping energy costs low and powering future industry.
Calling Biden's offshore drilling ban "a crime" against America's economic potential, Trump pledged to overturn the policy immediately upon taking office. "We're going to be drilling, and energy costs are going to come way down," he said.
According to Trump, reversing Biden&#8217;s offshore drilling ban would unlock 625 million acres of offshore reserves valued at $50 to $60 trillion.
<h1 class="wp-block-heading">Trump Pledges Faster Permits</h1>
Trump contrasted the U.S. permitting delays with China's rapid expansion of energy infrastructure, which he said is fueling its artificial intelligence sector. 
He called out the U.S. permitting system as a major barrier to economic progress, particularly in the energy sector.
"China is already building massive electric facilities, and you know how they're being fired up? With coal," Trump said. 
The tycoon pledged to streamline environmental permitting for large-scale projects, promising expedited reviews for companies investing $1 billion or more in the U.S. economy. 
"We're going to move them quickly through the environmental process," Trump said, referencing delays that have sometimes lasted more than a decade. 
"I've seen plants in Louisiana where I got it approved in literally a week after they spent 14 and a half years trying to get it done."
Trump framed this regulatory overhaul as essential for keeping America competitive, particularly in energy and artificial intelligence. 
<h1 class="wp-block-heading">Market Reactions</h1>
U.S. oil and gas stocks outperformed on Tuesday, with the Energy Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLE#NYSE">XLE</a>) up by 1%, yet trimming session gains in afternoon trading.
The broader energy sector&#8217;s price action showed little sign of bullish momentum after Trump&#8217;s remarks.
Among individual names, Devon Energy Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DVN#NYSE">DVN</a>) gained 2.8%, Texas Pacific Land Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TPL#NYSE">TPL</a>) rose 2.7%, and Hess Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HES#NYSE">HES</a>) advanced 2%, leading the pack of Tuesday&#8217;s top-performing, large-cap energy stocks.
The technology-heavy AI sector lagged significantly, with the Global X Artificial Intelligence &amp; Technology ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AIQ#NYSE">AIQ</a>) closing nearly 2% lower. The decline in AI sector came as NVIDIA Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) tumbled 6% and Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) fell 4.1%.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/news/events/25/01/42860583/trump-floats-canada-as-51st-us-state-says-hes-ready-to-use-economic-force-to-achieve-it">Trump Floats Canada As 51st US State, Says He&#8217;s Ready To Use &#8216;Economic Force&#8217; To Achieve It</a></li>
</ul>
Photo: Lukasz Z via Shutterstock

Commodities

Contracts

Politics

Econ #s

Trump Vows To Power AI Boom With Expanded Oil Drilling: 'Need Double The Electricity At Least That We Have Right Now'

Benchmark analyst Fawne Jiang maintained a Buy rating on Alibaba Group Holding (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) with a <a target="_blank" href="https://www.benzinga.com/quote/BABA/analyst-ratings" rel="noreferrer noopener">price target of $118</a>.
Jiang remarked that Alibaba&#8217;s <a target="_blank" href="https://www.benzinga.com/news/earnings/24/11/42006281/alibaba-q2-earnings-revenue-beats-forecast-cloud-and-international-sales-shine-free-cash-flow-falls-amid-strategic-investments" rel="noreferrer noopener">latest earnings report</a> was a mixed bag, offering encouraging signs and areas of concern. While customer management revenue (CMR) grew by 2.5% year-over-year in the second quarter, slightly surpassing expectations, general merchandise volume (GMV) showed only modest growth.
Also Read: <a href="https://www.benzinga.com//node/42032495" target="_blank" rel="noreferrer noopener">Alibaba Eyes Raising $5 Billion Via Bond Sale to Fund Debt Payoff and Stock Buybacks</a>
Jiang anticipates better monetization in upcoming quarters, supported by the introduction of software service fees and increased use of the Quanzhantui marketing tool. However, subdued GMV growth raises questions about Alibaba&#8217;s ability to maintain its market share amid rising competition.
Alibaba&#8217;s second-quarter fiscal 2025 revenue reached 236.5 billion Chinese yuan, a 5% increase year-over-year but falling short of consensus estimates of 239.4 billion Chinese yuan. Adjusted EBITDA totaled 47.3 billion Chinese yuan, exceeding expectations of 46.9 billion Chinese yuan.
Notably, growth varied across segments: Taobao and Tmall Group grew by 1%, international digital commerce surged by 29%, local services rose by 14%, Cainiao logistics increased by 8%, and cloud services were up 7%. Digital media and entertainment dipped by 1%, while other segments grew by 9%.
The volatility in GMV growth reignited debates over Alibaba&#8217;s ability to defend its market position effectively. Despite management&#8217;s optimism about solid performance during the Double 11 shopping event, the decline in TTG&#8217;s EBITDA margin—down 3.2 percentage points year-over-year—signals heavy investments in diversifying supply and improving customer experience.
Jiang expects a gradual recovery, aided by consumption growth and new user acquisition via channels like WeChat Pay. Additionally, reductions in losses from non-core assets could offset margin pressure at the group level.
Jiang revised Alibaba&#8217;s fiscal 2025 and fiscal 2026 revenue estimates downward to 996 billion Chinese yuan (prior 998 billion Chinese yuan) and 1,083 billion Chinese yuan (1,089 billion Chinese yuan prior), respectively, due to a focus on improving profitability over rapid growth.
The analyst adjusted the fiscal 2025 EBITDA forecast to 198 billion Chinese yuan from a previous estimate of 205 billion Chinese yuan, factoring in increased investment in Taobao and Tmall Group (TTG).
The fiscal 2026 EBITDA projection remains essentially unchanged at 222 billion Chinese yuan.
Jiang&#8217;s price target of $118 reflects an 11.5x multiple of the projected fiscal 2025 adjusted EPS of $8.07, plus net cash per share of $24.27.
Alibaba Group Holding stock has gained over 18% year-to-date. Investors can gain exposure to the stock through Avantis Emerging Markets Equity ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AVEM#NYSE">AVEM</a>) and Global X Artificial Intelligence &amp; Technology ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AIQ#NASDAQ">AIQ</a>).
Price Action:&nbsp;BABA stock is up 0.36% at $88.91 at&nbsp;the last check on Monday.
Also Read:
<ul>
<li><a href="https://www.benzinga.com/news/earnings/24/11/41943966/stratasys-ceo-touts-turnaround-strong-market-gains-cost-cuts-drive-q3-beat-guidance-raised" target="_blank" rel="noreferrer noopener">Stratasys CEO Touts Turnaround: Strong Market Gains, Cost Cuts Drive Q3 Beat, Guidance Raised</a></li>
</ul>
Photo via Wikimedia Commons

Price Target

Reiteration

AVEM

Alibaba's Monetization Strategy Gains Momentum, But GMV Growth Lags: Analyst

AI-themed exchange-traded funds (ETFs) are witnessing a significant surge as asset managers capitalize on the growing enthusiasm surrounding <a href="https://www.benzinga.com/topic/artificial-intelligence">artificial intelligence</a>. This year, over one-third of the two dozen AI-focused ETFs were launched, according to Morningstar.
What Happened: In the past week alone, three new ETFs have entered the AI sector, including one that was rebranded to specifically focus on artificial intelligence, Reuters reported on Monday. The total assets of AI ETFs have now reached $4.5 billion, approaching the $5.5 billion held by nuclear power-themed ETFs and surpassing the $1.37 billion in the cannabis sector.
Daniel Sotiroff, a senior analyst at Morningstar, remarked on the trend, stating, &#8220;I&#8217;m not surprised their ranks are multiplying.&#8221; 
He emphasized that the industry&#8217;s rapid pace attracts investors eager for quick returns, according to the report.
See Also: <a href="https://www.benzinga.com/markets/equities/24/10/41560703/november-interest-rate-cut-almost-a-done-deal-as-blackout-begins-10-stocks-surging-the-most-sinc?itm_source=parsely-api" target="_blank" rel="noreferrer noopener">November Interest Rate Cut Almost A Done Deal As Blackout Begins: 10 Stocks Surging The Most Since Fed&#8217;s Last Decision</a>
As per Benzinga Pro data, here are how some of the AI-based ETFs performed over the past year:
Global X Robotics and Artificial Intelligence ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BOTZ#NASDAQ">BOTZ</a>): BOTZ, currently with net assets worth $2.51 billion and NAV of $31.59, climbed 40.39%. Its top AI-related holdings include Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and biotech firm Intuitive Surgical Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ISRG#NASDAQ">ISRG</a>).
Global X Artificial Intelligence &amp; Technology ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AIQ#NASDAQ">AIQ</a>): AIQ, which has $2.27 billion in net assets and $37.36 NAV, increased by 43.64%. Oracle Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>), Cisco Systems Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>), and Meta Platforms (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) are some of its top AI-related holdings.
iShares US Technology ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IYW#NYSE">IYW</a>): IYW gained 50.72% in the past year. The ETF has an NAV of $155.42 and $19.24 billion in net assets. It also gives exposure to tech stocks like Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), Nvidia, Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), and Broadcom Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>) which have witnessed stellar growth, thanks to AI buzz.
Fidelity MSCI Information Technology Index ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FTEC#NYSE">FTEC</a>): The ETF witnessed a 48.55% growth while exposing to stocks like Apple, Microsoft, Nvidia, Alphabet and Broadcom. It holds $12.05 billion in net assets. 
Why It Matters: The surge in AI-themed ETFs is part of a broader trend driven by the increasing demand for artificial intelligence technologies. Recently, Nvidia briefly surpassed Apple to become the <a href="https://www.benzinga.com/markets/equities/24/10/41551461/nvidia-overtakes-apple-as-worlds-most-valuable-company-again">world&#8217;s most valuable company</a>, fueled by the demand for its AI supercomputing chips. This highlights the growing importance of AI in the tech sector.
Moreover, the <a href="https://www.benzinga.com/news/24/10/41351070/imf-warns-ai-in-stock-trading-can-boost-efficiency-but-warns-of-increased-market-volatility">International Monetary Fund</a> (IMF) has noted AI&#8217;s potential to enhance market efficiency but warns of increased volatility and cyber threats. The IMF&#8217;s Global Financial Stability Report suggests that AI-driven trading could revolutionize markets, although its adoption remains limited. The report also cautions about the potential shift of investments to less regulated nonbank financial intermediaries, complicating market oversight.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/news/24/10/41517027/five-us-banks-face-billions-in-losses-as-silvers-price-spike-hits-short-sellers-hard-report?itm_source=parsely-api" target="_blank" rel="noreferrer noopener">Five US Banks Face Billions In Losses As Silver&#8217;s Price Spike Hits Short Sellers Hard: Report</a></li>
</ul>
Disclaimer: This content was partially produced with the help of <a href="https://www.benzinga.com/author/benzinga-neuro" target="_blank" rel="noreferrer noopener">Benzinga Neuro</a> and was reviewed and published by Benzinga editors.
Photo courtesy: Unsplash

General

FTEC

ISRG

More Than A Third Of AI-Based ETFs Were Launched In 2024, Focusing On Nvidia, Microsoft, Apple And Meta, Among Others: Here's How Some Of Them Have Performed This Year So Far

Alibaba Group Holding (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) and Baidu Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NASDAQ">BIDU</a>) are joining forces in a significant investment in a Chinese autonomous-driving company&#8217;s IPO, signaling their confidence in the fast-growing market.
Horizon Robotics, a firm specializing in advanced driver-assistance systems, aims to raise nearly $700 million through its upcoming listing on the Hong Kong Stock Exchange, the Wall Street Journal <a target="_blank" href="https://www.wsj.com/business/autos/alibaba-baidu-invest-in-chinese-smart-driving-tech-companys-near-700-million-ipo-2aca0a20?mod=tech_lead_pos2" rel="noreferrer noopener">reports</a>.
The company plans to begin taking orders from institutional investors this Wednesday.
Also Read: <a target="_blank" href="https://www.benzinga.com/government/24/10/41312039/whats-going-on-with-us-listed-chinese-stocks-alibaba-baidu-nio-xpeng-on-monday" rel="noreferrer noopener">What&#8217;s Going On With US Listed Chinese Stocks Alibaba, Baidu, Nio, XPeng on Monday?</a>
Alibaba, Baidu, and state-owned Beijing Financial Holdings have committed to purchasing over 30% of Horizon Robotics&#8217; shares before the official IPO.
The stock will start trading on October 24, and Horizon Robotics expects this cornerstone backing to boost appeal among institutional and retail investors.
The proceeds from the offering will primarily go toward research and development, with around 70% of the funds earmarked for this purpose over the next five years. The remaining funds will go toward marketing and operational expenses.
Top banks like Goldman Sachs, Morgan Stanley, and China Securities International are advising on the deal.
Recently, Alibaba&#8217;s <a target="_blank" href="https://www.benzinga.com/government/24/09/40977069/alibaba-teams-up-with-nvidia-to-supercharge-evs-for-chinese-automakers-report" rel="noreferrer noopener">cloud unit tapped</a> Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) to enhance autonomous driving tech for Chinese EV makers like Li Auto Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LI#NASDAQ">LI</a>) and Xiaomi Corp (OTC:<a class="ticker" href="https://www.benzinga.com/stock/XIACF#OTC">XIACF</a>) (OTC:<a class="ticker" href="https://www.benzinga.com/stock/XIACY#OTC">XIACY</a>).
In collaboration with Banma Network Technology and Nvidia, Alibaba Cloud unveiled a large multimodal model (LMM) solution for automotive applications at the Apsara Conference.
The solution integrates Alibaba Cloud&#8217;s Qwen portfolio of proprietary large language models (LLMs) with Nvidia&#8217;s Drive AGX Orin platform to enhance in-car voice assistants.
Alibaba and Baidu gained 12%-22% in the last 30 days.
Investors can gain exposure to Alibaba, also known as China&#8217;s tech barometer, through Avantis Emerging Markets Equity ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AVEM#NYSE">AVEM</a>) and Global X Artificial Intelligence &amp; Technology ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AIQ#NASDAQ">AIQ</a>).
Price Actions: BABA stock is up 0.28% at $102.13 premarket at last check Wednesday.
Also Read:
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<li><a href="https://www.benzinga.com/news/24/10/41314820/alibabas-lazada-courts-armani-and-other-luxury-brands-seeks-edge-over-rivals-in-southeast-asia" target="_blank" rel="noreferrer noopener">Alibaba&#8217;s Lazada Courts Armani and Other Luxury Brands, Seeks Edge Over Rivals in Southeast Asia</a></li>
</ul>
Photo courtesy: Shutterstock

Emerging Markets

IPOs

XIACF

XIACY

Alibaba And Baidu Bet Big On Autonomous Driving, Back $700M Horizon Robotics IPO

Dutch chip-equipment maker ASML Holdings N.V.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASML#NASDAQ">ASML</a>) <a href="https://www.benzinga.com/markets/equities/24/10/41341168/chipmaker-stocks-sink-on-asml-earnings-leak-oil-eyes-worst-1-day-drop-this-year-small-caps-rally">smaller-than-expected bookings for the third quarter and guidance cut </a>sent shares of companies with exposure to artificial intelligence lower on Tuesday.
Overreaction: ASML guiding 2025 revenue led to an overreaction by the broader AI hardware sector, which fell 4.5% on Tuesday compared to Nasdaq&#8217;s 1.2% fall, said Deepwater Asset Management&#8217;s Gene Munster.
Only about 10% of ASML&#8217;s revenue could be attributable to AI demand, the tech venture capitalist said. He estimates that about 40% of the company&#8217;s revenue comes from its extreme ultraviolet, or EUV, lithography machines which are required for AI chip production. Assuming these machines produce AI-related chips 25% of the time, 10% of the overall business can be attributed to AI, he said.
Munster noted that ASML clarified that the weakness was not related to AI, but rather to other areas in logic, a slower-than-expected ramp in memory capacity additions, and weakening China demand for the company&#8217;s Immersion systems.
&#8220;The AI trade is on track,&#8221; he added.
See Also: <a href="https://www.benzinga.com/money/best-artificial-intelligence-stocks">Best AI Stocks</a>
Why It&#8217;s Important: Optimism regarding AI technology has abounded since OpenAI&#8217;s AI chatbot ChatGPT gained prominence, and chipmaker Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) has emerged as the poster child of the AI revolution. Although most analysts see the <a href="https://www.benzinga.com/markets/equities/24/05/38910879/stock-market-to-rally-for-3-5-years-before-ai-bubble-bursts-predicts-veteran-analyst-gene-munste">AI bubble lasting through three to five years</a>, investors have become wary about the stretched valuations of some of these stocks, especially due to the heavy investments companies are forced to make upfront before they begin to reap the rewards.
Wedbush&#8217;s Daniel Ives said in a note published on Tuesday that he expects a tidal wave of enterprise spending as AI use cases explode across the enterprise. &#8220;We believe the overall AI infrastructure market opportunity could grow 10x from today through 2027 as this next generation AI foundation gets,&#8221; the analyst said. He estimates a $1 trillion of AI cap-ex spending is on the horizon over the next 3 years
The Global X Artificial Intelligence &amp; Technology ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AIQ#NASDAQ">AIQ</a>) fell 1.76% to $37.42 on Tuesday, according to <a href="https://benzinga.grsm.io/register174">Benzinga Pro data.</a>
Read Next:
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<li><a href="https://www.benzinga.com/markets/equities/24/10/41348844/nvidia-apple-and-microsoft-in-race-for-4-trillion-market-cap-stage-is-set-for-tech-stocks-for-an">Nvidia, Apple, And Microsoft In Race For $4 Trillion Market Cap: &#8216;Stage Is Set For Tech Stocks For Another 20% Move Higher In 2025&#8217;</a></li>
</ul>
Image via Shutterstock

Long Ideas

ASML

After ASML Rocks AI Hardware Names, Gene Munster Explains Why It's 'Overreaction:' 'AI Trade Is On Track'

In a blog post on Tuesday, the International Monetary Fund (IMF) highlighted the potential of artificial intelligence to enhance market efficiency while also posing risks of increased volatility and cyber threats.
What Happened: The IMF&#8217;s Global Financial Stability Report delves into the role of AI in financial institutions and its potential impact on markets. AI&#8217;s rapid data processing capabilities could revolutionize markets, but its adoption remains limited among investors. The report anticipates growth in AI-driven trading, especially in liquid asset classes like equities and bonds, which could lead to market instability. This was evident during the March 2020 market turmoil involving AI-driven ETFs.
Patent data reveals a surge in AI-related innovations for algorithmic trading, indicating a forthcoming wave of technological advancements. The IMF warns that AI might shift investments to less regulated nonbank financial intermediaries, complicating market oversight. 
To tackle these challenges, the IMF suggests enhancing regulation and supervision of AI-related activities, implementing new volatility response mechanisms, and strengthening oversight of nonbank intermediaries.
See Also: <a href="https://www.benzinga.com/markets/cryptocurrency/24/10/41308908/man-who-accidentally-threw-hard-drive-containing-8-000-bitcoins-worth-half-a-billion-dolla?itm_source=parsely-api" target="_blank" rel="noreferrer noopener">Man Who Accidentally Threw Hard Drive Containing 8,000 Bitcoins Worth Half A Billion Dollars In Landfill Sues Local City Council For Not Excavating The Site</a>
Why It Matters: The potential impact of AI on financial markets has been a topic of concern for some time. In June, IMF Deputy Chief Gita Gopinath warned about <a href="https://www.benzinga.com/news/24/06/39224309/imfs-gita-gopinath-warns-ai-could-disrupt-financial-markets-supply-chains-and-more-policy-actions-no">AI&#8217;s disruptive potential</a> on financial markets and other sectors, emphasizing the need for policy actions to mitigate risks while harnessing AI&#8217;s benefits. Her comments highlighted the importance of monitoring AI&#8217;s adoption and application across various sectors.
Additionally, the 2024 U.S. presidential election has been identified as a <a href="https://www.benzinga.com/markets/24/10/41125551/why-the-us-presidential-election-will-be-a-watershed-moment-for-artificial-intelligence-in-trading-f">pivotal moment for AI </a>in trading. The election&#8217;s unpredictability, coupled with AI&#8217;s growing role in forecasting for broker-dealers, suggests that AI could face significant challenges in the coming months. This period may serve as a watershed moment for trading intelligence, as election uncertainty could lead to increased market volatility.
Price Action: At the time of writing during Tuesday&#8217;s after-hours market, AI ETFs were showing mixed activity, as per <a href="https://pro.benzinga.com">Benzinga Pro</a>. First Trust Nasdaq Artificial Intelligence and Robotics ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ROBT#NASDAQ">ROBT</a>) was up y 2.47%, Global X Artificial Intelligence &amp; Technology ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AIQ#NASDAQ">AIQ</a>) was up by 1.28% and iShares Global Tech ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IXN#NYSE">IXN</a>) was up by 2.60%. However, iShares Expanded Tech Sector ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IGM#NYSE">IGM</a>) was down by 1.42%.
Read Next: 
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<li><a href="https://www.benzinga.com/markets/cryptocurrency/24/10/41306653/anthony-scaramucci-praises-trump-for-shifting-the-crypto-debate-hes-now-forced-the-democra?itm_source=parsely-api" target="_blank" rel="noreferrer noopener">Anthony Scaramucci Praises Trump For Shifting The Crypto Debate: &#8216;He&#8217;s Now Forced The Democrats To Come Back Into The Middle&#8217;</a></li>
</ul>
Disclaimer: This content was partially produced with the help of <a href="https://www.benzinga.com/author/benzinga-neuro" target="_blank" rel="noreferrer noopener">Benzinga Neuro</a> and was reviewed and published by Benzinga editors.
Image Created using AI via Midjourney

iShares Trust S&P Global Information Technology Sector Index Fund

ROBT

IMF Warns AI In Stock Trading Can Boost Efficiency, But Warns Of Increased Market Volatility

Bloomberg Leverages Generative AI to Transform Financial Analysis

2008년 금융 위기를 정확히 예측해 ‘닥터 둠(Dr. Doom)&#8217; 또는 ‘퍼마베어(permabear)&#8217;라는 별명을 얻은 저명한 거시경제 전문가 누리엘 루비니(Nouriel Roubini)는 최근 몇 주간의 여러 월스트리트 <a href="https://benzinga.com/news/management/25/04/44717888/jpmorgan-jamie-dimon-warns-recession-now-likely-outcome" target="_blank" rel="noopener">예측에 반해</a> 미국과 세계 경제에 대해 강세 전망을 내놓고 있다.
무슨 일이 있었나: 이번 주 그리스에서 열린 제10회 델파이 경제 포럼(10th Delphi Economic Forum)에서 사이먼 닉슨(Simon Nixon), 부유한 국가(Wealth of Nations) 뉴스레터 발행인과 대화하면서 루비니는 최근 인공지능(AI)의 발전 덕분에 경제 상태에 대해 다소 낙관적인 견해를 밝혔다고 긱 리포터(Geek Reporter)가 <a href="https://greekreporter.com/2025/04/10/nouriel-roubini-predicts-global-growth-surge/#" target="_blank" rel="noopener">보도</a>했다.
그는 "인공지능이 12개 주요 부문을 변화시켜 경제 성장을 촉진할 것"이라고 말한 후 "2020년대 끝에는 미국의 성장률이 4%를 기록할 수 있을 것이고, 2030년대가 끝날 무렵에는  6%를 기록할 수도 있다&#8221;고 덧붙였다.
더 보기: <a href="https://www.benzinga.com/news/25/04/44753051/trumps-tariffs-will-drain-retirement-savings-push-us-to-the-brink-of-recession-says-nancy-pelosi-while-quoting-ronald-reagan" target="_blank" rel="noopener">‘트럼프의 관세는 은퇴 저축을 고갈시키고 우리를 경기 침체의 직전으로 밀어넣을 것&#8217;이라고 낸시 펠로시가 로널드 레이건을 인용하며 급</a>
루비니는 자신이 "닥터 둠에서 닥터 붐"이 되었다고 말하며 기술이 <a href="https://www.benzinga.com/11/03/910566/econ-101-protectionism-for-dummies" target="_blank" rel="noopener">보호주의 정책</a>을 상쇄할 것이며, 무역전쟁 속에서도 미국 경제는 계속 확장할 것이고, "성장이 전 세계로 확산"되어 역사상 처음으로 "기하급수적인 혁신의 단계에 진입하고 있다"고 주장했다.
루비니는 대기업들이 정치적 명확성을 기다리지 않을 것이며, 관세에 대해 걱정하지 않는다고 말했다. 그는 혁신이 가져오는 모멘텀 덕분에 "미키 마우스가 대통령이 되더라도 경제는 계속 성장할 것"이라며 도널드 트럼프 대통령을 겨냥했다.
루비니는 <a href="https://benzinga.com/news/global/25/04/44706557/kevin-oleary-calls-eu-tariff-proposal-a-huge-opportunity-for-trump-to-find-an-off-ramp-amid-global-market-volatility" target="_blank" rel="noopener">관세가 유럽에 미치는 영향</a>에 대해 10%의 관세가 이상적이지는 않지만 "유럽 경제를 황폐화시키지는 않을 것"이라고 생각한다. 그는 또한 이와 관련하여 트럼프의 협상에는 미국 방위산업체를 통한 방위비 분담금 증액 요구와 미국산 LNG 구매 확대 약속이 포함될 가능성이 높다고 예측한다.
그러나 그는 시진핑 중국 주석이 "선거를 앞두고 있지 않기 때문에" 중국과의 협상이 훨씬 더 어려울 것이며, 따라서 대규모 재정 부양책을 투입하거나 위안화 평가절하 또는 국내 소비를 촉진하는 것을 선호할 가능성이 적다고 생각한다.
루비니는 트럼프의 무역 정책을 "미쳤고, 불공정하다&#8221;며 그다지 좋아하지 않지만, 중국이 "경제 모델을 개혁할 필요가 있다"고 인정하면서 미국만이 변화를 요구하는 것이 아니라 "나머지 세계도 이를 기대하고 있다"고 덧붙였다.
왜 중요한가: 루비니는 최근 며칠 동안 점점 더 목소리를 높이고 있다. 지난주에는 &#8216;해방의 날&#8217; <a href="https://www.benzinga.com/25/04/44620056/dr-doom-nouriel-roubini-trumps-liberation-day-tariff-label-is-orwellian-doublespeak-us-playing-with-fire" target="_blank" rel="noopener">트럼프의 관세 발표</a>를 "말 그대로 조지 오웰식 이중화법"이라고 언급했다.
그는 이후 무역 긴장이 고조되는 가운데 연준의 개입 의지에 대해 <a href="https://benzinga.com/markets/25/04/44677685/dr-doom-roubini-warns-markets-delusional-about-fed-rescue-as-trump-xi-jinping-jerome-powell-locked-in-high-stakes-standoff" target="_blank" rel="noopener">시장이 착각하고 있다</a>고 경고하면서 트럼프, 제롬 파월, 시진핑 간의 "3자 치킨 게임"으로 상황을 설명하고 트럼프가 질 가능성이 높다고 예상했다.
가격 움직임: 해방의 날 이후 9일이 지난 현재, 시장이 관세로 인한 경기침체를 예상하면서 S&amp;P 500 지수는 7%, 나스닥 지수는 6.8% 하락했으며, AI 주식에 주로 투자하는 Global X 인공지능 및 기술 ETF(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AIQ#NASDAQ">AIQ</a>)는 8.5% 하락했다.
이미지 출처: Shutterstock
사진 제공: Prometheus72 on Shutterstock.com
더 읽기: <a href="https://www.benzinga.com/general/psychology/25/04/44752180/trumps-tariff-policies-stem-from-decades-long-psyop-crypto-founder-says">트럼프의 관세 정책은 ‘수십 년 간의 심리전에서 비롯된 것&#8217;이라고 암호화폐 창립자가 말했다</a>
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누리엘 루비니 "미키 마우스가 대통령이어도 미국 경제는 계속 성장할 것"

글로벌 X ETF(Global X ETFs)의 제품 연구 및 전략 디렉터인 아렐리스 아고스토(Arelis Agosto)는 3월 마이애미에서 열린 &#8220;Future Proof CityWide&#8221; 행사에서 댄 리치(Dan Leach)와 함께 최근 <a href="https://www.benzinga.com/etfs" target="_blank" rel="noopener">상장지수펀드(ETF)</a>의 트렌드에 대해 이야기했다.
글로벌 X ETF는 수십억 달러의 관리 자산을 보유한 뉴욕 기반 ETF 제공업체이다.
아고스토는 현재 ETF에서 가장 두드러진 테마가 인공지능과 그 인프라에 집중되고 있으며, 이는 글로벌 X 인공지능 및 기술 ETF(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AIQ#NASDAQ">AIQ</a>)와 글로벌 X 데이터 센터 및 디지털 인프라 ETF(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DTCR#NASDAQ">DTCR</a>)에 반영되고 있다고 언급했다.
&#8220;미국의 데이터센터에 대한 전반적인 수요와 공급을 생각해보면, 현재 점유율이 정말 높다. 공급이 따라잡아야 한다는 것을 보고 있다. 이 광범위한 AI 환경은 사라지지 않을 것이며, 최신 기술이 데이터 센터에서 덜 공간이나 수요를 요구할 수 있다는 논의에 대해서도 우리는 크게 우려하지 않는다.&#8221;
투자자들은 미국의 인프라 자금 지원에 대한 양당의 지지를 감안할 때, 더 넓은 인프라 투자에 관심이 있는 것으로 전해진다. 글로벌 X 미국 인프라 개발 ETF(BATS:<a class="ticker" href="https://www.benzinga.com/stock/PAVE#BATS">PAVE</a>)는 미국 내 인프라 회사를 추적한다.
또한 아고스토는 글로벌 X의 ETF를 위해 몇 년 후에 주목해야 할 가장 중요한 트렌드를 언급했다.
&#8220;글로벌 X에서 테마를 생각할 때, 우리는 우리가 아는 세계의 구조적 변화에 초점을 맞추고 있다. AI를 생각해보면, 이미 매우 구체적으로 보고 있기 때문에 조금 더 성숙하다. 우리는 유전체학이나 휴머노이드와 같이 채택 초기 단계에 있는 테마들이 있을 수 있다. 오늘날 이미 나타나고 있는 트렌드가 더 초기 단계의 성숙으로 이어질 것이라고 믿는다.&#8221;
사진: Shutterstock
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Benzinga Pro의 독점 뉴스를 통해 수백만 명의 다른 트레이더보다 더 빠르게 유용한 투자 뉴스를 확인할 수 있습니다. <a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

애플(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>)은 실제 의사를 모방한 AI 기능으로 건강(Health) 앱을 향상시키는 것을 목표로 지금까지 가장 야심찬 건강 이니셔티브를 추진하고 있다.
블룸버그의 마크 거먼은 <a href="https://www.bloomberg.com/news/newsletters/2025-03-30/apple-readies-biggest-push-into-health-yet-with-revamped-app-ai-doctor-service-m8vl97k2?srnd=undefined&amp;sref=TBDibEcD" target="_blank" rel="noopener">최근 주간 "파워 온"에서</a> 애플이 올해 말 M5 기반 아이패드 프로(iPad Pro) 출시를 준비하고 있으며, 주요 조직 개편과 다음 개발자 컨퍼런스를 발표했다고 전했다.
야심찬 건강 목표의 일환으로 애플은 사용자 데이터를 사용하여 맞춤형 건강 인사이트를 제공할 수 있는 AI 기반 코치를 특징으로 하는 건강 앱의 주요 업그레이드인 프로젝트 멀버리(Project Mulberry)를 개발해 왔다. 이러한 앱 개편에는 수면, 영양, 심장학 전문가를 포함한 내외부 의료 전문가의 의견을 바탕으로 훈련된 가상 건강 가이드가 함께 제공된다. 헬스 플러스(Health+) 브랜드화될 가능성이 있는 이 서비스는 내년에 iOS 19.4에서 첫 선을 보일 예정이다.
이 앱에는 의사의 동영상 설명이 통합되고, 영양 상태를 자세히 추적하며, 아이폰 카메라를 사용하여 사용자의 운동 형태를 평가하는 기능도 추가될 예정이다. 또한 애플은 캘리포니아 오클랜드 근처에 의사들이 플랫폼용 교육 콘텐츠를 촬영할 수 있는 시설을 건설하고 있다.
하드웨어 측면에서 애플은 M5 칩을 탑재한 네 가지 새로운 버전의 아이패드 프로를 테스트하고 있다. 현재 고급 테스트 중인 이 모델들은 2025년 하반기에 출시될 예정이다. 또한 자체 모뎀 칩을 탑재한 M6 버전도 개발 중이며 2027년에 출시될 수 있다.
한편, M4 이전 모델과 동일한 연간 출시 주기에 따라 맥북 프로(MacBook Pro) 및 맥북 에어(MacBook Air)에도 M5 업그레이드가 제공될 예정이다.
애플은 6월 9일부터 13일까지 열리는 세계개발자회의(WWDC) 2025를 조용히 발표했다. 대부분 가상으로 진행되는 이번 행사에서는 기조연설과 연두교서를 위한 대면 세션이 진행될 예정이다. 올해의 발표는 작년의 대담한 메시지와는 대조적으로 조금 더 절제된 어조로 나왔다.
애플은 알파벳(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>)과 아마존(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) 같은 경쟁사들이 AI와 건강 분야에서 유사한 움직임을 보이는 가운데 비즈니스를 다양화하고 있다. 더 넓은 트렌드를 추적하는 투자자들은 글로벌 X 인공지능 및 기술 ETF(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AIQ#NASDAQ">AIQ</a>), iShares 미국 기술 ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IYW#NYSE">IYW</a>)가 섹터 모멘텀의 주요 지표로 남아 있다는 점을 눈여겨볼 수 있다.
Benzinga Pro의 독점 뉴스 및 도구로 수익률을 높이세요.
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<a href="//www.benzinga.com/topic/expert-ideas"" target="_blank" rel="noopener">골드만삭스에 따르면</a> 월가 거대 기술 기업들이 인공지능(AI) 인프라에 수십억 달러를 쏟아 부으며 엄청난 반도체 매출 붐을 일으키고 있지만, 실리콘 밸리의 엘리트를 제외한 대부분의 기업은 여전히 채택 초기 단계에 있다.
골드만삭스 애널리스트인 사라 동(Sarah Dong)과 조셉 브릭스(Joseph Briggs)는 월요일(24일) 공유한 메모에서 칩과 하드웨어에 대한 AI 관련 투자가 2025년 말까지 3,050억 달러의 매출을 추가할 것으로 전망했다. 여기에는 반도체 기업의 2,000억 달러 매출 증가와 기타 하드웨어 업체의 1,050억 달러 매출 증가가 포함된다.
이러한 투자 홍수에도 불구하고 AI는 GDP 수치에 큰 영향을 미치지 못하고 있다. 골드만삭스는 경제분석국이 반도체와 클라우드 서비스를 성장 지표에 직접적으로 나타나지 않는 중간 투입물로 분류하기 때문이라고 말했다.
<h3 class="wp-block-heading">광범위한 AI 채택은 여전히 제한적</h3>
골드만삭스에 따르면 현재 미국 기업의 7.4%만이 기업 운영에 AI를 사용하고 있으며, 이는 2024년 4분기의 6.1%에서 소폭 증가한 수치다.
직원 수가 250명 이상인 대기업이 이러한 추세의 선두에 서 있다. 현재 12%가 이미 AI를 사용하고 있으며, 올해 중반에는 그 수가 17%까지 증가할 것으로 예상된다.
애널리스트들은 "업무가 AI 자동화에 더 많이 노출되는 하위 부문에서 도입률이 계속 높아지고 있다"고 말했다.
가장 큰 성장은 AI로 업무가 자동화될 가능성이 높은 컴퓨팅 및 전자 제품 제조 분야에서 이루어질 것으로 예상된다. 그 외 빠르게 변화하는 분야로는 웹 검색, 방송, 출판 등이 있다.
골드만은 새로운 AI 도구가 개발되고 테스트되고 있지만, 명확한 생산성 향상이나 투자 수익을 측정할 수 있는 기업은 거의 없다고 덧붙였다.
<h3 class="wp-block-heading">노동시장에 미치는 영향은 여전히 작고, 선택된 분야에서 생산성 향상은 크다</h3>
AI로 인한 대량 해고에 대한 우려는 현실화되지 않았다. 골드만삭스는 최근 일자리 감축 발표에서 AI에 대한 명시적인 언급은 없었다고 말했다.
현재 AI 관련 직무는 IT 구인 공고의 23%를 차지하지만, 전체 구인 공고의 1.3%에 불과하다. 골드만삭스는 "생성형 AI가 제한된 영역에서 노동 생산성에 큰 영향을 미치고 있다"고 설명했다.
글로벌 X 인공지능 및 기술 ETF(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AIQ#NASDAQ">AIQ</a>)는 2025년 보합세를 보이고 있으며, 2024년에 24%, 2023년에 55% 상승했다. 반면, iShares 반도체 ETF(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOXX#NASDAQ">SOXX</a>)는 올해 들어 5% 하락했으며, 지난 2년 동안 누적 85% 상승했다.
이미지: Midjourney를 통해 인공지능으로 생성
Benzinga Pro의 독점 뉴스 및 도구로 수익률을 높이세요.
독점 속보 및 스캐너와 같은 Benzinga Pro의 강력한 도구 세트로 다른 트레이더보다 우위를 점하세요. <a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

골드만삭스, AI 시장 3,050억 달러 규모로 급성장 예측...채택 속도는 여전히 느려

마이크로소프트(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>)는 세계 최초의 <a href="https://www.benzinga.com/25/02/43844926/quantum-computing-stocks-rgti-qubt-ionq-qbts-cheer-microsofts-majorana-1-launch-satya-nadella-calls-it-a-physics-and-fabrication-breakthrough">양자 칩 마요라나(Majorana) 1</a>의 발표로 투자 세계를 떠들썩하게 만들었다. 이 혁신적인 기술에 대한 기대감이 커지면서, <a href="https://www.benzinga.com/etfs">양자 컴퓨팅</a>과 반도체 발전에 노출된 ETF들이 투자자들의 관심을 끌고 있다.
양자 컴퓨팅 혁명을 활용하고자 하는 투자자들은 이 분야의 주요 기업들에 노출된 여러 ETF들을 살펴볼 수 있다.
디파이언스 퀀텀 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/QTUM#NYSE">QTUM</a>)
QTUM은 양자 컴퓨팅, 인공지능(AI), 머신러닝에 참여하는 기업들에 대한 노출을 제공한다. 마이크로소프트, IBM(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>) 및 알파벳(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>)을 보유하고 있어, 양자 기술 발전의 혜택을 누릴 수 있는 좋은 위치에 있다.
디파이언스(Defiance) ETF의 CEO인 실비아 자블론스키(Sylvia Jablonski)는 마요라나 1이 QTUM에 대한 투자자 관심을 이미 불러일으킨 방법을 강조했다. &#8220;이 ETF의 좋은 점은 MSFT와 같은 대형, 품질, 재무적으로 안정된 기업들을 보유하고 있지만, 아이온큐(IonQ)와 리제티(Rigetti)와 같은 순수 플레이도 혼합되어 있다는 점이다.&#8221;
또한 읽어보기: <a href="https://www.benzinga.com/trading-ideas/long-ideas/25/02/43854334/microsofts-quantum-leap-will-majorana-1-lift-msft-stock">마이크로소프트의 양자 도약: 마요라나 1이 MSFT 주식을 끌어올릴 것인가?</a>
글로벌 X 인공지능 및 기술 ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AIQ#NASDAQ">AIQ</a>)
AIQ는 마이크로소프트를 포함한 AI와 컴퓨팅 발전의 최전선에 있는 기업들에 투자한다. 양자 컴퓨팅이 AI 발전에 중요한 역할을 하고 있는 만큼, 이 펀드는 투자자 관심이 증가할 수 있다.
반에크 반도체 ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMH#NASDAQ">SMH</a>)
주로 <a href="https://www.benzinga.com/topic/semiconductors">반도체 회사들</a>에 중점을 두고 있지만, SMH는 양자 컴퓨팅 하드웨어를 개발하는 기업들에 대한 노출도 포함하고 있다. 엔비디아(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), 퀄컴(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>) 및 브로드컴이 주요 보유 종목이다. 양자 컴퓨팅이 고급 반도체 기술에 의존하고 있으므로, 이 분야의 어떤 발전도 ETF를 간접적으로 상승시킬 수 있다.
실비아 자블론스키가 마이크로소프트의 마요라나 1에 대한 ETF 영향에 대해 언급
자블론스키는 마이크로소프트의 양자 컴퓨팅 발전의 의미에 대해 언급하며, 이 기술이 이 분야의 ETF들에게 미치는 중요성을 강조했다.
사티아 나델라, 마이크로소프트의 회장 겸 CEO는 이 칩을 순수한 양자 컴퓨팅 도약이 아닌 &#8220;물리학 및 제작 혁신&#8221;이라고 설명했다. 그는 이를 양자 컴퓨팅의 트랜지스터 순간에 비유하며, 기술의 실제 적용을 위한 길을 열어주는 이정표라고 언급했다.
자블론스키는 이 관점을 강화하며, &#8220;그는 우리가 양자 컴퓨팅이 실험적에서 실용적이고 확장 가능한 단계로 전환되는 주요 전환점에 있다고 말하고 있다. 이는 챗GPT 순간을 떠올리게 한다&#8221;고 밝혔다.
자블론스키는 마이크로소프트의 혁신이 지속적인 의미를 가질 수 있다고 믿고 있다. &#8220;마이크로소프트의 혁신은 양자 오류 수정 및 확장성을 가속화한다. 이는 이 분야에 대한 지속적인 신뢰로 이어질 수 있다. 알파벳, 마이크로소프트 및 IBM과 같은 품질 좋은 기업들이 이러한 혁신을 인정하는 것은 소비자와 양자 분야에 대한 그들의 정서에 긍정적인 영향을 미친다&#8221;고 말했다.
자블론스키에 따르면 QTUM ETF는 위험과 보상을 효과적으로 균형 잡고 있다. &#8220;우리는 두 가지를 가지고 있다. 대형주가 소형주의 변동성에 대한 리스크의 균형 역할을 한다.&#8221;
또한 읽어보기: <a href="https://kr.benzinga.com/news/usa/stocks/%EB%A7%88%EC%9D%B4%ED%81%AC%EB%A1%9C%EC%86%8C%ED%94%84%ED%8A%B8%EC%9D%98-%EC%96%91%EC%9E%90-%EB%8F%84%EC%95%BD%EC%9D%B4-%EC%B0%A8%ED%8A%B8%EC%9D%98-%EA%B8%B0%EC%88%A0%EC%A0%81%EC%9D%B8-%EB%AC%B8/" target="_blank" rel="noopener">마이크로소프트의 양자 도약이 기술적 문제에 봉착하다: 데스 크로스가 크게 다가옵니다.</a>
우리가 실제 적용에 더 가까워졌나요?
자블론스키는 회의론자들이 예상하는 것보다 실질적인 응용이 더 빨리 나타날 것으로 보고 있다. &#8220;마이크로소프트의 오류 수정 주장이 검증된다면 이는 상당한 진전을 나타낸다. 양자 컴퓨팅은 이미 특정 워크플로우, 리스크 분석, 공급망 및 물류 사례에서 사용되고 있다&#8221;고 말했다.
양자 컴퓨팅을 넘어 AI 기반 ETF들이 강력한 모멘텀을 보이고 있으며, 특히 자동화, 로봇공학 및 생성적 AI 분야에서 그렇다. &#8220;우리는 6G와 미래의 기술 연결성이 올해 큰 주제가 될 것이라고 생각한다&#8221;고 자블론스키는 언급했다.
앞으로의 길
높은 오류율과 상용화 문제는 여전히 양자 컴퓨팅의 즉각적인 적용을 제한하지만, 마이크로소프트의 마요라나 1 칩은 중요한 진전을 나타낸다. 이 분야에 대한 다양한 투자 접근 방식을 제공하는 ETF들이 투자자들이 양자 컴퓨팅 혁명의 혜택을 누릴 수 있게 하면서 개별 주식과 관련된 위험을 완화할 수 있도록 한다.
다음 읽어보기: 
<ul>
<li><a href="https://www.benzinga.com/25/02/43922550/politics-meets-profit-defiance-etfs-files-for-mag7-themed-etf-magt">디파이언스, 트럼프 정책에 연계된 ETF 승인 신청: &#8216;좋은 상승이 있을 수 있지만&#8230;&#8217;</a></li>
</ul>
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독점: 마이크로소프트의 양자 기술 도약에 포지셔닝이 된 3가지 ETF

도널드 트럼프 미국 대통령 당선인은 화요일(7일) 새로운 행정부 경제 비전의 기둥으로 인공지능(AI)과 시추 확대를 강조하며, <a href="//www.benzinga.com/topic/regulations"" target="_blank" rel="noopener">규제 완화를 통해</a> 에너지 비용을 절감하는 동시에 AI 기반 혁신을 촉진하겠다고 약속했다.
마라라고에서 열린 기자회견에서 트럼프는 데이터센터와 에너지 인프라에 대한 민간 투자를 지원하여 미국의 AI 리더십을 가속화할 계획을 설명했다. 
트럼프는 "많은 사람들이 AI이 대단한 일이 될 것이라는 사실을 깨닫지 못한다&#8221;며 &#8220;적어도 지금보다 2배의 전기가 필요할 것"이라고 했다. 이는 빠르게 증가하는 AI 수요를 충족하기 위해 미국의 에너지 생산량을 획기적으로 늘릴 계획을 암시한 것이다.
그는 석유와 천연가스에 대한 접근성을 확대하는 것이 에너지 비용을 낮게 유지하고 미래 산업에 동력을 공급하는 데 중요하다고 지적했다.
트럼프는 바이든의 해양시추 금지를 미국의 경제적 잠재력에 대한 "범죄"라고 부르며 취임 즉시 정책을 뒤집겠다고 약속했다. "우리는 시추를 하게 될 것이고 에너지 비용은 훨씬 더 낮아질 것&#8221;이라고 말했다.
트럼프에 따르면, 바이든의 해양시추 금지 정책을 철회하면 50~60조 달러에 달하는 6억 2,500만 에이커의 해양 매장량을 확보할 수 있다.
<h3>트럼프, 더 빠른 속도의 허가 약속</h3>
트럼프는 미국의 허가 지연과 중국의 빠른 에너지 인프라 확장을 대조하며, 이는 중국의 AI 부문에 연료를 공급하고 있다고 말했다. 그는 미국의 허가 시스템이 특히 에너지 부문에서 경제 발전의 주요 장애물이라고 지적했다.
"중국은 이미 대규모 전기 시설을 건설하고 있으며, 어떻게 시설을 가동시키는지 아는가? 바로 석탄이다.&#8221;
트럼프는 대규모 프로젝트에 대한 환경 허가를 간소화하겠다고 약속하며 미국 경제에 10억 달러 이상을 투자하는 기업에 대한 신속한 검토를 약속했다. 그는 때때로 10년 이상 지속되는 지연을 언급하며 "우리는 환경 절차를 통해 신속하게 진행할 것"이라고 말했다.
"루이지애나의 공장들이 14년 반 동안 승인을 받으려고 애썼다고 하는데, 내가 말 그대로 일주일 만에 승인을 받도록 해 준 적이 있다.&#8221;
트럼프는 특히 에너지와 AI 분야에서 미국의 경쟁력을 유지하기 위해 이러한 규제 개편이 필수적이라고 강조했다.
<h3>시장 반응</h3>
화요일(7일) 미국의 석유 및 천연가스 주식들이 상승했다. Energy Select Sector SPDR Fund(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLE#NYSE">XLE</a>)는 1% 상승했지만, 오후 거래에서 상승폭을 줄였다.
트럼프의 발언 이후 광범위한 에너지 부문의 가격 움직임은 강세 모멘텀의 징후를 거의 보이지 않았다.
개별 종목들 중에서는 데본 에너지(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DVN#NYSE">DVN</a>)가 2.8% 상승하였고, 텍사스 퍼시픽 랜드(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TPL#NYSE">TPL</a>)가 2.7% 상승했으며, 헤스 코퍼레이션(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HES#NYSE">HES</a>)가 2% 상승하면서 화요일의 주요 대형 에너지주 상승을 이끌었다.
반면, 기술 중심의 AI 부문은 크게 하락했다. Global X Artificial Intelligence &amp; Technology ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AIQ#NYSE">AIQ</a>)는 거의 2% 하락하여 마감했다. AI 부문에서의 하락은 엔비디아(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)가 6% 급락하고 테슬라(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>)가 4.1% 하락하면서 발생했다.
사진: Lukasz Z via Shutterstock
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트럼프, 석유 시추 확대로 AI 붐 지원 약속 "지금보다 2배 이상 전기 필요"

인공지능(AI)을 테마로 한 상장지수펀드(ETF)는 자산 운용사들이 <a href="https://www.benzinga.com/topic/artificial-intelligence" target="_blank" rel="noopener" data-google-interstitial="false">인공지능</a>을 둘러싼 관심이 높아지는 것을 활용하면서 상당한 급증을 목격하고 있다. 모닝스타(Morningstar)에 따르면 올해 AI 중심 ETF 24개 중 1/3 이상이 출시되었다.
무슨 일이 (What Happened): 지난주에만 인공 지능에 초점을 맞추기 위해 브랜드가 변경된 ETF를 포함해 3개의 새로운 ETF가 AI 부문에 진출했다고 월요일 로이터가 보도했다. AI ETF의 총 자산은 현재 45억 달러에 이르렀으며, 이는 원자력 테마 ETF가 보유한 55억 달러에 근접하고 대마초 부문의 13억 7천만 달러를 넘어섰다.
모닝스타의 수석 분석가인 다니엘 소티로프(Daniel Sotiroff)는 &#8220;그들의 수가 증가하고 있는 것에 놀랍지 않다&#8221;고 언급하면서, 산업의 빠른 속도가 빠른 수익을 원하는 투자자들을 끌어들인다고 강조했다.
참고: <a href="https://kr.benzinga.com/news/usa/stocks/11%EC%9B%94-%EA%B8%88%EB%A6%AC-%EC%9D%B8%ED%95%98-%EA%B1%B0%EC%9D%98-%EA%B2%B0%EC%A0%95-%EC%97%B0%EC%A4%80%EC%9D%98-%EB%A7%88%EC%A7%80%EB%A7%89-%EA%B2%B0%EC%A0%95-%EC%9D%B4%ED%9B%84-%EA%B0%80/" target="_blank" rel="noopener">11월 금리 인하가 거의 확정된 상황: 최근 연준 결정 이후 가장 많이 상승한 10개 주식</a>
Benzinga Pro 데이터에 따르면, 지난 1년 동안 AI 기반 ETF의 성과는 다음과 같다:
Global X Robotics and Artificial Intelligence ETF(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BOTZ#NASDAQ">BOTZ</a>): 현재 순자산 25억 1천만 달러, 순자산 가치(NAV)가 31.59달러인 BOTZ는 40.39% 상승했다. AI 관련 주요 보유 종목으로는 엔비디아(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)와 생명공학 회사 인튜이티브 서지컬(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ISRG#NASDAQ">ISRG</a>)가 있다.
Global X Artificial Intelligence &amp; Technology ETF(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AIQ#NASDAQ">AIQ</a>): 순자산 22억 7,000만 달러, NAV가 37.36달러인 AIQ는 43.64% 상승했다. 오라클(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>), 시스코 시스템즈(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>)및 메타 플랫폼스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>)는 이 ETF의 최고 AI 관련 자산 중 일부이다.
iShares US Technology ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IYW#NYSE">IYW</a>): IYW는 지난 1년 동안 50.72% 상승했다. 이 ETF는 155.42달러의 NAV와 192억 4천만 달러의 순자산을 보유하고 있으며, 애플(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), 엔비디아, 마이크로소프트(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) 및 브로드컴(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>)과 같은 기술 주식에도 투자할 수 있다. 이들 주식은 AI에 대한 관심 덕분에 눈부신 성장을 목격했다.
Fidelity MSCI Information Technology Index ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FTEC#NYSE">FTEC</a>): 이 ETF는 48.55% 상승했으며, 애플, 마이크로소프트, 엔비디아, 알파벳 및 브로드컴과 같은 주식에 투자할 수 있다. 순자산은 120억 5천만 달러이다.
왜 중요한가 (Why It Matters): AI 테마 ETF의 급증은 인공지능 기술에 대한 수요 증가에 의해 주도되는 광범위한 추세의 일환이다. 최근 엔비디아가 잠시 애플을 제치고 <a href="https://www.benzinga.com/markets/equities/24/10/41551461/nvidia-overtakes-apple-as-worlds-most-valuable-company-again">세계에서 가장 가치 있는 회사</a>가 된 바 있다. 이는 AI 슈퍼컴퓨팅 칩에 대한 수요 증가에 의해 촉발된 것이다. 이는 기술 분야에서 AI의 중요성이 커지고 있음을 강조한다.
더욱이, <a href="https://www.benzinga.com/news/24/10/41351070/imf-warns-ai-in-stock-trading-can-boost-efficiency-but-warns-of-increased-market-volatility">국제통화기금</a>(IMF)는 AI가 시장 효율성을 높일 수 있는 잠재력을 가지고 있지만, 시장 변동성과 사이버 위협의 증가를 경고했다. IMF의 글로벌 금융 안정성 보고서는 AI 기반 거래가 시장을 혁신할 수 있다고 제안하지만, 그 채택은 여전히 제한적이라고 경고한다. 또한, 규제가 덜한 비은행 금융 중개 기관들로의 투자 이동 가능성에 대해 경고하여 시장 감독을 복잡하게 만들 수 있다.

다음 읽기:
<ul>
<li><a href="https://www.benzinga.com/news/24/10/41517027/five-us-banks-face-billions-in-losses-as-silvers-price-spike-hits-short-sellers-hard-report?itm_source=parsely-api" target="_blank" rel="noreferrer noopener">5개 미국 은행, 은 가격 급등으로 공매도 투자자에게 타격: 수십억 달러 손실 직면</a></li>
</ul>
면책사항: 이 내용은 일부가 <a href="https://www.benzinga.com/author/benzinga-neuro" target="_blank" rel="noreferrer noopener">Benzinga Neuro</a>의 도움을 받아 작성되었으며, Benzinga 편집자에 의해 검토 및 게시되었습니다.
사진 제공: Unsplash
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2024년에 AI 기반 ETF의 1/3 이상이 출시: 엔비디아, MS, 애플 및 메타 등을 중점

생성형 AI에 막대한 투자를 하고 있는 알리바바 그룹 홀딩(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>)은 특정 작업에서 메타 플랫폼(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>)의 라마(Llama) 3를 능가한다고 주장하면서 자사의 오픈 소스 AI 모델을 업데이트했다.
알리바바 클라우드는 통이첸웬(Tongyi Qianwen) 대규모 언어 모델(LLM)의 두 번째 버전인 큐원2(Qwen2)를 출시했다. 이 버전은 다국어 사전 훈련과 더 긴 질문 및 답변을 위한 확장된 컨텍스트 창을 특징으로 한다.
사우스 차이나 모닝 포스트(SCMP)의 <a href="https://www.scmp.com/tech/big-tech/article/3265845/alibaba-says-new-ai-model-qwen2-bests-metas-llama-3-tasks-maths-and-coding" target="_blank" rel="noopener noreferrer">보도</a>에 따르면 5가지 변형으로 제공되는 큐원2는 다양한 분야의 벤치마크에서 메타의 라마 3-70B 모델보다 지속적으로 우수한 성능을 보였다.
이 회사는 오픈AI의 GPT-4에 비해 뛰어난 중국어 능력으로 주목받은 비공개 소스 통이첸웬 2.5를 선보인 직후 큐원2를 공개했다.
텐센트 홀딩(OTC:<a class="ticker" href="https://www.benzinga.com/stock/TCEHY#OTC">TCEHY</a>)은 최근 훈위안(Hunyuan) LLM이 제공하는 챗봇인 위안바오(Yuanbao)를 출시했다.
이 회사의 B2B 국경 간 소싱 플랫폼인 알리바바닷컴(Alibaba.com)은 <a href="https://www.benzinga.com/news/24/06/39228656/alibaba-projects-60b-gmv-for-2024-plans-new-business-model-breakthroughs" target="_blank" rel="noopener noreferrer">판매자와 구매자를 연결하는</a> AI 기반 도구를 구현했다고, 이 플랫폼 사장인 장 쿼(Zhang Kuo)가 말했다.
또한 알리바바는 멕시코에서 자사의 <a href="https://www.benzinga.com/news/24/05/39005410/whats-going-on-with-alibaba-stock-on-friday" target="_blank" rel="noreferrer noopener">글로벌 클라우드 컴퓨팅</a> 가용성을 확장하고 향후 3년 동안 말레이시아, 태국, 한국을 포함한 주요 시장에 새로운 데이터 센터를 마련하는 데 주력하고 있다.
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" class="wp-image-379189" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/06/10060748/newplot-21.png" sizes="(max-width: 750px) 100vw, 750px" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/06/10060748/newplot-21.png 750w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/06/10060748/newplot-21-300x260.png 300w" alt="" width="750" height="650" /></figure>
알리바바 클라우드는 2024년 하반기 두 자 수 성장을 목표로 삼고 있다.
알리바바 주식은 치열한 경쟁과 취약한 경제로 인해 지난 12개월 동안 9% 하락했다. 투자자들은 Avantis Emerging Markets Equity ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AVEM#NYSE">AVEM</a>) 및 Global X Artificial Intelligence &amp; Technology ETF(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AIQ#NASDAQ">AIQ</a>)를 통해 해당 주식에 노출될 수 있다.
주가 움직임: 알리바바의 주식은 월요일 미 동부 시간 오후 2:26에 1.30% 상승한 79.43달러에 거래되었다.
면책 조항: 이 콘텐츠의 일부는 인공지능 도구를 활용한 부분이 있으며 Benzinga 편집자들이 검토하고 발행했습니다.
사진은 위키미디어 커먼즈를 통해 Fooksou Lamimo가 제공한 사진입니다.

TCEHY

알리바바가 새로운 AI 모델 큐원2 출시, 이는 메타의 라마 3보다 앞선다고 주장

최근 보고서에서는 엔비디아(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)에 매출의 상당 부분에 기여하는 고객이 한 명 있으며, 이는 마이크로소프트(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>)가 유력한 후보라고 밝혔다.
사건의 전말 (What Happened): CNBC의 <a href="https://www.cnbc.com/2024/05/30/nvidia-has-one-customer-accounting-for-a-fifth-of-revenue-and-ubs-has-a-guess-on-who-it-is.html">보도</a>에 따르면 UBS 메모에서는 마이크로소프트가 2024회계연도 이 칩 제조업체 매출의 19%를 책임지는 엔비디아의 최대 간접 고객일 수 있다고 추측했다.
이 보도는 엔비디아의 매출이 몇몇 주요 고객들에 크게 의존하고 있으며 마이크로소프트가 가장 중요한 고객일 가능성이 있음을 강조했다. 이번 공개는 인공 지능 기술을 위한 고급 프로세서에 대한 수요로 인해 엔비디아의 매출이 급증하고 있는 시기에 나왔다.
엔비디아의 최고 고객으로서 마이크로소프트의 지위를 둘러싼 불확실성에도 불구하고 이러한 추측은 이 칩 제조업체가 시장에서 수행하는 영향력 있는 역할에 주목을 끌었다. 엔비디아의 주가는 올해 130% 급등했고, 시가총액은 3조 달러에 육박하고 있다.
인공지능(AI) 기업이 시장을 사로잡았고, AI는 다양한 산업을 크게 혼란에 빠뜨릴 준비가 되어 있다. 투자자들은 포트폴리오를 다각화하기 위해 AI 상장지수펀드에 자금을 쏟아 붓고 있다.
AI ETF에 관심이 있는 사람들은 Global X Robotics &amp; Artificial Intelligence ETF(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BOTZ#NASDAQ">BOTZ</a>), Global X Artificial Intelligence &amp; Technology ETF(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AIQ#NASDAQ">AIQ</a>), ROBO Global Robotics and Automation Index ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ROBO#NYSE">ROBO</a>)와 같은 가장 큰 옵션 중 일부를 고려할 수 있다.
참고 자료: <a href="https://www.benzinga.com/markets/equities/24/05/39083585/whats-going-on-with-oracle-stock-thursday?itm_source=parsely-api" target="_blank" rel="noreferrer noopener">오라클 주식이 이렇게 오르는 이유는?</a>
이 소식이 주목받는 이유 (Why It Matters): 이번 공개는 엔비디아의 CEO인 젠슨 황이 대만의 AI 테크 페스트(Tech Fest)에서 다른 업계 리더들과 합류할 예정인 시기에 나왔다. 이번 행사는 해당 분야의 미래를 형성할 수 있는 AI 및 칩 업계 리더들의 주요 <a href="https://www.benzinga.com/news/24/05/39102792/nvidia-ceo-jensen-huang-along-with-amd-arm-intel-bosses-will-converge-at-taiwans-ai-tech-fest-event">모임</a>이 될 것으로 예상된다.
한편, 미국 정부는 최근 국가 안보 문제를 이유로 <a href="https://www.benzinga.com/general/politics/24/05/39098684/us-taps-brakes-on-ai-chip-sales-to-middle-east-over-national-security-concerns" target="_blank" rel="noopener">중동에 대한 AI 칩 판매를 보류</a>했다. 이러한 움직임은 AI 칩 시장의 주요 업체인 엔비디아에 상당한 영향을 미칠 수 있다.
반면 엔비디아의 강력한 성능으로 인해 시장 가치에서 곧 마이크로소프트를 능가할 수 있다는 <a href="https://www.benzinga.com/news/24/05/39086351/nvidia-could-surpass-microsoft-in-market-value-says-jim-cramer-heres-why">추측</a>이 나왔다. 이는 기술 산업의 핵심 플레이어로서 엔비디아의 입지를 더욱 공고히 할 것이며 시장 전체에 광범위한 영향을 미칠 수 있다.
가격 움직임: 엔비디아는 목요일에 3.77% 하락한 1,105.00달러에 마감했지만, 올해 현재까지 129.41% 상승했다. <a href="https://pro.benzinga.com/dashboard" target="_blank" rel="noopener">Benzinga Pro</a>의 데이터에 따르면 마이크로소프트는 3.38% 하락한 414.67달러로 장을 마감했으며, 올해 현재까지 11.81% 상승했다.
다음 읽어보기: <a href="https://www.benzinga.com/markets/cryptocurrency/24/05/39053180/shiba-inu-dogwifhat-post-double-digit-gains-as-memecoins-shrug-off-dips-in-bitcoin-ethereu?itm_source=parsely-api" target="_blank" rel="noreferrer noopener">코인텔레그래프의 4월 25일 주요 이슈</a>
Shutterstock를 통해 제공된 이미지
이 기사는 <a href="https://www.benzinga.com/author/benzinga-neuro">Benzinga Neuro</a>를 통해 제공되었으며, <a href="https://www.benzinga.com/topic/Kaustubh-Bagalkote" target="_blank" rel="noreferrer noopener">Kaustubh Bagalkote</a>가 편집했습니다.

ROBO

엔비디아의 최대 고객은 마이크로소프트일 수 있으며, 매출의 5분의 1을 차지: 보도

투자 전문가 워런 버핏은 토요일 기술 발전, 특히 <a href="https://www.benzinga.com/markets/equities/24/05/38610325/tim-cook-very-bullish-on-apples-generative-ai-efforts-despite-lower-capital-expenditure-than-riv">생성 AI의</a> 영향에 대해 자신이 틀렸다는 점을 인정했다.
What Happened: 버핏은 네브래스카주 오마하의 버크셔 해서웨이(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRK#NYSE">BRK</a>) 주주총회에서 자신의 발언을 통해 &#8220;나는 인공지능에 대해 아무것도 모른다&#8221;고 말했다. 버핏은 지난해 회의에서 핵무기에 대해 언급한 것을 주주들에게 상기시켰다.
&#8220;우리가 핵무기를 개발했을 당시 우리는 지니를 불러내 놓았다. 그 지니는 최근에 끔찍한 일을 하는데, 그 지니의 힘은 나를 두렵게 만들고 있고, 나는 그 지니를 병 속으로 다시 넣을 방법을 모른다&#8221;고 말하며 버핏은 이전 회의 코멘트를 반복했다.
버핏은 토요일 인공지능이 어느 정도 비슷하다고 말했다.
&#8220;이는 이미 일부분이 병에서 벗어났다,&#8221;고 그가 덧붙였다. 그는 "엄청나게 중요하고 누군가가 이 일을 하게 될 것"이라고 말했다.
&#8220;우리는 이제 이 지니를 다시 보지 않으면 좋겠을지도. 혹은 그 지니가 귀중한 일을 할지도 모른다.&#8221;
버핏은 자신을 두렵게 했던 AI에 대한 한 가지 경험을 이야기했다. 그는 최근 자신이 등장하는 가짜 동영상 때문에 불안을 느꼈다고 말했는데, 그 동영상이 너무 설득력이 있어 사기꾼들에게 직접 돈을 보내고 싶은 유혹을 느꼈을 것 정도라고 말했다.
그러나 그는 AI가 좋은 일을 할 수도 있다는 데 동의했다.
&#8220;나는 이게 어떻게 세상이 대처해야 할지 어떤 조언도 가지고 있지 않다,&#8221;고 그가 고백했다.
&#8220;나는 그것에 대해 전혀 이해하지 못하는 사람으로서 그것은 이익을 위한 엄청난 잠재력과 해악을 위한 엄청난 잠재력을 가지고 있다고 생각한다. 그리고 나는 그것이 어떻게 작용하는지 모른다.&#8221;
또한 보기: <a href="https://www.benzinga.com/money/best-artificial-intelligence-stocks">최고의 인공 지능 주식</a>
Why It&#8217;s Important: 인공 지능 기술, 특히 오픈AI의 챗GPT 챗봇과 같은 생성 AI는 기업 세계와 소비자의 삶에서 점점 더 중요해지고 있다.
AI 열풍은 90년대 중반부터 90년대 후반까지의 닷컴 버블과 유사하며, 분석가들은 이 열풍이 지속될 것으로 예측하고 있다. 기술 산업의 핵심 기업들은 모두 열정적으로 AI 분야를 수용하여 혁명을 주도하고 있다.
분석가들은 또한 인공 일반 지능이 생산성을 높일 가능성도 크다고 보고 있으며, 이는 GDP 성장에 큰 도움이 될 것으로 예상된다.
그러나 버핏을 비롯한 다른 사람들도 인공지능과 관련된 위험과 이에 따른 제약 없는 확산에 대해 우려를 표명해 왔다.
오픈AI의 공동 창업자인 테슬라의 최고경영자(CEO) 일론 머스크는 지난해 말 영국에서 열린 2일간의 인공지능 안전 회의에서 인공지능에 대한 규제는 &#8220;귀찮은 일이 될 것&#8221;이라며 &#8220;우리는 심판관이 필요하다는 것을 몇 년 동안 깨달았다고 생각한다&#8221;고 말했다.
최근 엔비디아의 젠슨 황(Jensen Huang)은 <a href="https://www.benzinga.com/news/24/04/38510989/nvidia-ceo-jensen-huang-predicts-ai-will-make-companies-hire-more-workers-with-higher-earnings-there" target="_blank" rel="noopener">AI와 로봇이 인간의 일자리를 잠재적으로 대체할 수 있다는 우려를 진정</a>시켰다.
&#8220;우리는 좋은 판단력을 갖고 있고 기계가 이해하지 못하는 상황이 있기 때문에 여전히 인간이 중심에 존재하기를 원한다고 믿는다&#8221;고 그가 말했다.
금요일, 글로벌엑스 인공지능 &amp; 기술 ETF(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AIQ#NASDAQ">AIQ</a>)의 주가는 32.76달러로 0.34% 상승 마감했다. 올해 들어 약 6.3% 상승, 이는 AI 업종에 대한 지속적인 투자자 관심을 나타낸다.
다음 읽기: <a href="https://www.benzinga.com/news/24/05/38630385/wanna-save-real-money-buffett-has-2-pieces-of-advice-for-cash-strapped-consumers">‘실제 돈을 저축하고 싶다면?&#8217; 버핏이 주는 금융 조언 2가지</a>

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Global X Artificial Intelligence & Technology ETF

뉴스

에 대한 최신 뉴스 Global X Artificial Intelligence & Technology ETF (NASDAQ:AIQ)

금요일, 4월 11, 2025

수요일, 4월 02, 2025

월요일, 3월 31, 2025

화요일, 3월 25, 2025

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