Anglo American Platinum 주식 (OTC: ANGPY)

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Anglo American Platinum Ltd is the world's primary producer of Platinum Group Metals, which includes platinum, palladium, rhodium, iridium, ruthenium, and osmium. The company also produces base metals including copper, nickel, cobalt sulphate, sodium sulphate, chrome, and other precious metals. The primary uses of platinum group metals include jewellery, autocatalytic converters, fuel cells, air- and water-purification units, heart pacemakers, computer screens, hard disks, and fertilisers. The mining operations include managed mines, joint-venture mines, and associate mines across South Africa and Zimbabwe.

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호주의 다국적 광산업체인 BHP 그룹(NYSE:BHP)가 경쟁사인 앵글로 아메리칸(OTC:NGLOY)에 제출한 약 400억 달러 입찰은 이 회사를 인수하기에 충분하지 않을 수 있다. 왜냐하면 구리 자산에 대한 전 세계적 쟁탈전 속에서 다른 다각화된 광산업체들이 아마도 경쟁 입찰을 할 것이기 때문이다.

구리는 HOT한 상품: BHP의 &#39;인수 제안&#39; 후 앵글로 아메리칸에 대한 입찰 경쟁 예상

ANGLO AMER PLTNM SPNS/ADR by Anglo American Platinum Ltd.

Anglo American Platinum Ltd

According to the recent data shared by Creative Planning, Inc., the &#8216;Oracle of Omaha,&#8217; Warren Buffett earned 98% of his current net worth after turning 65 years old.
What Happened: The 94-year-old veteran investor Buffett has a net worth of $160 billion according to Bloomberg&#8217;s Billionaire Index.
Peter Mallouk, the president and CEO of Creative Planning, shared data showcasing that the ace investor&#8217;s net worth stood at $3 billion nearly 34 years ago, when he was just 65.
His wealth has compounded by nearly 5,233% since then to $160 billion as of May 14. This shows that he earned 98% of his wealth after the age of 65.
Mallouk also quoted Buffett, highlighting that the growth in his wealth was possible through the power of compounding.
&#8220;My life has been a product of compound interest,&#8221; Buffett once said.
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Incredible stat: 98% of Warren Buffett&#39;s current net worth of $160 billion came after he turned 65. &quot;My life has been a product of compound interest.&quot; Warren Buffett <a href="https://t.co/w3LkerFZlY">pic.twitter.com/w3LkerFZlY</a>
&mdash; Peter Mallouk (@PeterMallouk) <a href="https://twitter.com/PeterMallouk/status/1922277145713557530?ref_src=twsrc%5Etfw">May 13, 2025</a></blockquote>
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See Also: <a href="https://www.benzinga.com/general/market-summary/25/05/45399288/kevin-oleary-lauds-robinhoods-acquisition-of-wonderfi-will-transform-cross-border-trading-">Kevin O&#8217;Leary Lauds Robinhood&#8217;s Acquisition Of WonderFi Will &#8216;Transform Cross-Border Trading:&#8217; &#8216;No More Outrageous Bank Fees&#8217;</a>
Why It Matters: Buffett holds his investments via the holding company, Berkshire Hathaway Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRK#NYSE">BRK</a>) (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRK#NYSE">BRK</a>), which is headquartered in Omaha, Nebraska.
Known to be one of the best portfolio managers of all time, Buffett, via Berkshire, holds major investments in Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), American Express Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AXP#NYSE">AXP</a>), Bank of America Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAC#NYSE">BAC</a>), and Coca-Cola Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KO#NYSE">KO</a>).
BRK has returned 13.47% this year so far, while SPY is up 0.13%. This, as Berkshire is sitting on a cashpile worth $348 billion as of the first quarter of 2025.
Price Action: As of Tuesday, BRK closed -0.47% lower at $511.88 apiece. The SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) and Invesco QQQ Trust ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>), which track the S&amp;P 500 index and Nasdaq 100 index, respectively, ended on a positive note on Tuesday. The SPY was up 0.66% to $586.84, while the QQQ advanced 1.52% to $515.59, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a> data.
On Wednesday, the futures of the S&amp;P 500, Dow Jones, and Nasdaq 100 indices were trading slightly above the flatline.
Read Next:
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<li><a href="https://www.benzinga.com/25/05/45367861/ed-yardeni-revises-recession-odds-to-25-after-the-rally-bumps-sp-500-year-end-target-to-6500" target="_blank" rel="noreferrer noopener">Ed Yardeni Slashes Recession Odds To 25% After US Stocks Rally, Lifts S&amp;P 500 Year-End Target To 6,500</a></li>
</ul>
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Warren Buffett Shows How Patience Pays: 98% Of His $160 Billion Wealth Came After Turning 65, Thanks The Power Of 'Compound Interest'

U.S. Health Secretary Robert Kennedy Jr. praised the Food and Drug Administration&#8217;s decision to begin removing fluoride supplements for children from the market, calling the move &#8220;long overdue.&#8221;
What Happened: The FDA announced on Tuesday that it&#8217;s initiating a process to eliminate these supplements, primarily given to children at high risk of dental cavities. The agency stated these products lack FDA approval and have been shown to alter the gut microbiome.
&#8220;Ending the use of ingestible fluoride is long overdue,&#8221; Kennedy said. Since taking office, Kennedy <a href="https://www.benzinga.com/news/24/11/41704387/robert-kennedy-jr-says-he-will-advise-all-us-water-systems-to-remove-fluoride-on-day-1-of-trump-admi">has opposed adding fluoride to tap water</a>, claiming, without conclusive scientific consensus, that U.S. fluoridation levels are linked to various health issues, including cancer.
The FDA has set October 31 as its target date for completing safety reviews and taking appropriate action following a public comment period.
See Also:<a href="https://www.benzinga.com/markets/equities/25/05/45397896/roger-federer-backed-on-holding-jumps-12-as-dtc-sales-soar-sneaker-price-hikes-coming-to-offset-tariffs-and-fuel-premium-growth"> Roger Federer-Backed On Holding Jumps 12% As DTC Sales Soar —Sneaker Price Hikes Coming To Offset Tariffs And Fuel Premium Growth</a>
Why It Matters: Dental health organizations promptly contested the move. American Dental Hygienists&#8216; Association President Erin Haley-Hitz said, according to Reuters, &#8220;There is no scientific evidence that fluoride at the recommended low levels affects gut microbiota.&#8221; She warned that removing fluoride resources could worsen oral health disparities in underserved communities.
The American Dental Association reaffirmed its support for community water fluoridation, citing studies showing it reduces tooth decay by over 25% in both children and adults, even with fluoride available from other sources like toothpaste.
This federal action follows Utah&#8217;s landmark decision in May to become the first U.S. state to ban fluoride in public water systems. Kennedy previously stated plans to direct the Centers for Disease Control and Prevention to stop recommending community fluoridation nationwide.
President Donald Trump, who appointed Kennedy as Health Secretary after winning the 2024 election, had earlier expressed support for Kennedy&#8217;s fluoride removal initiatives, stating last year, &#8220;<a href="https://www.benzinga.com/news/24/11/41704387/robert-kennedy-jr-says-he-will-advise-all-us-water-systems-to-remove-fluoride-on-day-1-of-trump-admi?utm_source=chatgpt.com">it sounds OK to me.</a>&#8220;
Image Via Shutterstock
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Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

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Robert Kennedy Jr. Cheers FDA Plan To Ban Fluoride Supplements For Children, Calls Move 'Long Overdue'

CLVT

Clarivate Announced The Incorporation Of Pathway Maps In OFF-X, A Cutting-edge Translational Safety Intelligence Solution

Prominent financial analyst Gordon Johnson has ignited discussion on social media, suggesting that a potential &#8220;Liberation Day 2.0&#8221; – an event triggering a significant equity market downturn – could be imminent.
What Happened: The CEO and Founder at GLJ Research, LLC, Johnson&#8217;s comments come as the yield on the 30-year U.S. Treasury note edges closer to the critical 5% mark, coinciding with a weakening U.S. dollar.
In a series of posts on X, Johnson engaged with another financial commentator, Capital Flows, regarding the interpretation of rising interest rates. While acknowledging the argument that higher 30-year yields could signal increased U.S. growth and inflation, Johnson questioned the concurrent decline of the Dollar Index.
&#8220;If rates are rising, while the DXY is falling, is that not indicative of stagflation, and money leaving the US?&#8221; Johnson queried. He also challenged the comparison of rising German 30-year yields, attributing it to a &#8220;repricing of risk&#8221; following the new government, given Germany&#8217;s relatively low debt-to-GDP ratio.
Johnson then drew parallels to a past market event. He pointed to the confluence of factors, including the previous administration&#8217;s trade policies with China and the current Republican party&#8217;s proposed budget, which he says would lead to a &#8220;$4tn increase in deficit.&#8221;
According to Johnson, these factors have contributed to the surge in yields to levels that previously prompted former Treasury official Scott Bessent to implement &#8220;Liberation Day 1.0,&#8221; an action that significantly spooked the stock market.
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">4/5&#8230; do you not think Liberation Day 2.0 is coming&#8230; &amp; soon (i.e., an event that will crash equities)? That is, the bond mkt has shown it can break the Trump admin. at around a 5% yield on the 30yr; and guess what&#8230; we&#39;re nearly there. So, you think, with &gt;$8tn in&#8230; <a href="https://t.co/aVabn0ScoG">pic.twitter.com/aVabn0ScoG</a>
&mdash; Gordon Johnson (@GordonJohnson19) <a href="https://twitter.com/GordonJohnson19/status/1922454433884979701?ref_src=twsrc%5Etfw">May 14, 2025</a></blockquote>
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His concern centers on the idea that the bond market previously demonstrated its power to pressure the prior administration when 30-year yields approached 5%. And that is when the Donald Trump-led administration announced a 90-day pause in reciprocal tariffs.
With yields nearing that threshold again, Johnson questioned whether current Treasury officials can allow equity markets to continue their upward trajectory, pushing Treasury yields higher and potentially jeopardizing the refinancing of the over $8 trillion in US debt due in 2025.
See Also: <a href="https://www.benzinga.com/general/market-summary/25/05/45399288/kevin-oleary-lauds-robinhoods-acquisition-of-wonderfi-will-transform-cross-border-trading-no-more-outrageous-bank-fees">Kevin O&#8217;Leary Lauds Robinhood&#8217;s Acquisition Of WonderFi Will &#8216;Transform Cross-Border Trading:&#8217; &#8216;No More Outrageous Bank Fees&#8217;</a>
Why It Matters: As of the publication of this piece, the 30-year Treasury yielded 4.91%, while the 10-year yields were at 4.46% and the 2-year Treasuries yielded 3.99%.
After Tuesday, the S&amp;P 500 index turned positive for the year, up 0.31% year-to-date. Meanwhile, Dow Jones was still down -0.59% YTD, and Nasdaq 100 was up 1.06%.
The Dollar Index spot was 0.07% lower at the 100.9300 level. Whereas, the SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) and Invesco QQQ Trust ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>), which track the S&amp;P 500 index and Nasdaq 100 index, respectively, ended on a positive note on Tuesday. The SPY was up 0.66% to $586.84, while the QQQ advanced 1.52% to $515.59, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a> data.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/25/05/45367861/ed-yardeni-revises-recession-odds-to-25-after-the-rally-bumps-sp-500-year-end-target-to-6500">Ed Yardeni Slashes Recession Odds To 25% After US Stocks Rally, Lifts S&amp;P 500 Year-End Target To 6,500</a></li>
</ul>
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo: Bob Korn via Shutterstock

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Gordon Johnson Warns Of Potential 'Liberation Day 2.0' As 30-Year Treasury Yields Approach 5% Amid Dollar Weakness

Institutional digital asset prime broker FalconX has formed a strategic partnership with Standard Chartered (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SCBFF#OTC">SCBFF</a>), strengthening connections between traditional banking and the rapidly expanding cryptocurrency market as Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) trades near record highs.
What Happened: The collaboration, announced Wednesday, initially provides FalconX with access to Standard Chartered&#8217;s comprehensive banking services and extensive currency pairs, enhancing cross-border settlement capabilities for institutional clients.
&#8220;We are pleased to partner with Standard Chartered, one of the most forward-thinking global banks in digital asset adoption,&#8221; said Matt Long, General Manager for APAC &amp; Middle East at FalconX. &#8220;This relationship strengthens our ability to deliver robust banking and FX solutions to clients who rely on us to operate in crypto markets.&#8221;
See Also: <a href="https://www.benzinga.com/markets/bonds/25/05/45396490/peter-schiff-says-trade-truce-aside-the-world-is-losing-confidence-in-dollar-and-in-us-ability-to-put-fiscal-house-in-order">Peter Schiff Says Trade Truce Aside, The World Is &#8216;Losing Confidence&#8217; In Dollar And In US Ability To Put &#8216;Fiscal House In Order&#8217;</a>
Why It Matters: The partnership comes as Bitcoin continues its upward trajectory, trading above $103,000 after reaching <a href="https://www.benzinga.com/25/05/45396450/bitcoin-ethereum-dogecoin-pop-on-softer-inflation-analyst-says-cocktail-for-bitcoins-ballistic-rise-was-in-the-works">new all-time highs in recent weeks</a>. 
Standard Chartered&#8217;s Head of Digital Assets Research, Geoffrey Kendrick, recently revised his Bitcoin price forecast, suggesting his earlier $120,000 <a href="https://www.benzinga.com/markets/cryptocurrency/25/05/45281333/bitcoin-120000-price-target-may-be-too-low-says-standard-chartered-i-apologize">second quarter target may prove too conservative</a>.
&#8220;The dominant story for Bitcoin has changed again,&#8221; Kendrick noted in a client note earlier this month. &#8220;It is now all about flows.&#8221;
Luke Boland, Head of Fintech for ASEAN, South Asia &amp; GCNA at Standard Chartered, emphasized the bank&#8217;s commitment to the digital asset space: &#8220;As institutional demand for digital assets continues to grow, we&#8217;re proud to provide the banking infrastructure that enables firms like FalconX to deliver world-class trading and financing solutions.&#8221;
Price Action: Bitcoin is trading at $103,652. The cryptocurrency has gained 0.94% in the past 24 hours and is up 11.13%, year to date.
Photo Courtesy: MOZCO Mateusz Szymanski On Shutterstock.com
Read Next: 
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<li><a href="https://www.benzinga.com/25/05/45396450/bitcoin-ethereum-dogecoin-pop-on-softer-inflation-analyst-says-cocktail-for-bitcoins-ballistic-rise-was-in-the-works">Bitcoin, Ethereum, Dogecoin Pop As Inflation Numbers Softer Despite Trump Tariffs: Analyst Says Cocktail For BTC&#8217;s &#8216;Ballistic&#8217; Rise In The Works</a></li>
</ul>
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

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Standard Chartered Partners With FalconX To Fuel Institutional Crypto Access As Bitcoin Soars Past $103K

French authorities are on the hunt for armed men who attempted to kidnap a woman, believed to be the daughter of a cryptocurrency&nbsp;tycoon, on Tuesday.
What Happened: Three men in a van&nbsp;arrived in a busy street in Central Paris with the intent to kidnap the woman, <a href="https://www.leparisien.fr/faits-divers/tentative-denlevement-en-plein-paris-jai-vu-des-hommes-encagoules-et-armes-senfuir-13-05-2025-DM4IRACBTVCOPBAX7OUWAHVT7E.php">reported </a>Le Parisien, a French daily newspaper. 
The&nbsp;woman, who is the daughter&nbsp;of a cryptocurrency company&#8217;s CEO, was saved by her partner, who intervened and was subsequently assaulted by the kidnappers. The shocking incident was caught on camera
See Also:&nbsp;<a href="https://benzinga.com/markets/cryptocurrency/25/05/45335756/cathie-wood-stands-firm-on-bold-700000-bitcoin-prediction-for-investors-says-bull-case-in-the-1-5-million-range" target="_blank" rel="noreferrer noopener">Cathie Wood Stands Firm on Bold $700,000 Bitcoin Prediction for Investors, Says ‘Bull Case in the $1.5 Million Range&#8217;</a>
The kidnappers, clad in black and wearing balaclavas, escaped the scene in their vehicle, leaving behind a fake handgun. The vehicle was later found abandoned a few streets away. The couple&#8217;s two-year-old child, who was present during the incident, was also affected by the tear gas used by the kidnappers, according to the report.
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Le Parisien is reporting that the relatives of a &quot;cryptocurrency tycoon&quot; escaped a terrifying kidnapping attempt in Paris today. The incident was captured on camera; you can see one attacker dropping a handgun as a man fights him. <a href="https://t.co/mPql1gdyMU">pic.twitter.com/mPql1gdyMU</a>
&mdash; Jameson Lopp (@lopp) <a href="https://twitter.com/lopp/status/1922274586558644471?ref_src=twsrc%5Etfw">May 13, 2025</a></blockquote>
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The Paris prosecutor&#8217;s office has handed over the investigation to the Brigade de Répression du Banditisme (Brigade for the Suppression of Banditry), a special police unit within the French Ministry of the Interior. The unit had recently investigated another kidnapping involving the father of a young online poker player and cryptocurrency entrepreneur.
France 24 <a href="https://www.france24.com/en/france/20250513-armed-gang-tries-to-kidnap-crypto-ceo-s-daughter-grandson-in-central-paris">reported </a>that woman is the daughter of the CEO and co-founder of Paymium, a French cryptocurrency exchange allowing users to trade Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>), Ethereum (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/eth/usd">ETH</a>), among other popular tokens.
This failed kidnapping incident comes days after French police rescued a man kidnapped in an attempt to force his cryptocurrency millionaire son to pay a ransom, <a href="https://www.france24.com/en/live-news/20250504-kidnapped-dad-of-crypto-firm-boss-released-in-french-police-raid">according </a>to France 24.
Earlier in January, David Balland, co-founder of the leading French cryptocurrency company Ledger, and his partner were kidnapped and held to ransom, <a href="https://www.reuters.com/world/co-founder-french-crypto-firm-freed-after-kidnapping-2025-01-23/">reported </a>Reuters. The two were eventually set free.
Photo Courtesy: BigNazik on Shutterstock.com
Read Next:&nbsp;<a href="https://benzinga.com/markets/cryptocurrency/25/05/45356571/shiba-inu-jumps-27-in-7-days-what-is-going-on" target="_blank" rel="noreferrer noopener">Shiba Inu Jumps 27% In 7 Days: What Is Going On?</a>
Disclaimer:&nbsp;This content was partially produced with the help of&nbsp;<a href="https://www.benzinga.com/author/benzinga-neuro" target="_blank" rel="noreferrer noopener">Benzinga Neuro</a>&nbsp;and was reviewed and published by Benzinga editors.<a href="https://www.benzinga.com/apis?utm_source=benzinga.com&amp;utm_campaign=article-bottom" rel="noreferrer noopener" target="_blank"></a>

$ETH

Cryptocurrency Tycoon's Daughter Escapes Kidnapping Attempt: Viral Video Captures Terrifying Ordeal

Senior Democratic lawmaker Sen.&nbsp;Elizabeth Warren&nbsp;(D-Mass.) called President Donald Trump-backed stablecoin a potential threat to national security and a conduit for corruption on Tuesday.
What Happened: Warren, a known cryptocurrency critic, took to X to express her concerns about the dollar-pegged cryptocurrency USD1, currently available on Ethereum (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/eth/usd">ETH</a>) and BNB Chain (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/bnb/usd">BNB</a>). 
&#8220;Trump's stablecoin is shady and a national security risk,&#8221; she said. &#8220;He's cashing in on foreign crypto deals—and weakening guardrails that protect our advanced technology.&#8221;
Warren urged the Senate not to enable this &#8220;corruption&#8221; by passing the GENIUS Act, popularly known as the stablecoin bill, without necessary amendments.
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Trump's stablecoin is shady and a national security risk. He's cashing in on foreign crypto deals—and weakening guardrails that protect our advanced technology. The Senate shouldn't greenlight this corruption by passing the GENIUS Act without fixes.<a href="https://t.co/BcPSZ0vjfB">https://t.co/BcPSZ0vjfB</a>
&mdash; Elizabeth Warren (@SenWarren) <a href="https://twitter.com/SenWarren/status/1922378683584512437?ref_src=twsrc%5Etfw">May 13, 2025</a></blockquote>
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See Also:<a href="https://www.benzinga.com/25/04/44621245/gold-backed-cryptos-match-yellow-metals-highs-following-trumps-liberation-day-shock"> </a><a href="https://www.benzinga.com/25/05/45339966/bitcoin-creator-satoshi-nakamotos-estimated-wealth-crosses-bill-gates-amid-apex-cryptos-sharp-rebound">Bill Gates Left Behind By Satoshi Nakamoto: Bitcoin Creator&#8217;s Wealth Now Eclipses That Of Microsoft Co-Founder Amid Crypto&#8217;s Sharp Rebound</a> 
Interestingly, Warren&#8217;s post included a <a href="https://www.axios.com/2025/05/13/trump-stablecoin-crypto-divest-corruption-dems">link </a>to an Axios report revealing that Senate Democrats, including herself, had asked Trump to divest from the stablecoin before his Middle East trip.
The White House didn&#8217;t immediately return <a href="http://pro.benzinga.com">Benzinga&#8217;s</a> request for comment.
Why It Matters: Warren&#8217;s criticism aligns with the stance of a group of Senate Democrats who recently <a href="https://www.benzinga.com/markets/cryptocurrency/25/05/45187736/elizabeth-warren-slams-shady-deal-involving-trump-family-backed-usd1-as-democrats-withdraw-support-for-senarte-crypto-bill">withdrew their support for a Republican-led stablecoin legislation</a>, citing concerns about a foreign deal involving the Trump family-backed USD1.
USD1, which has risen to become the fifth-largest stablecoin by capitalization, has been chosen <a href="https://www.benzinga.com/markets/cryptocurrency/25/05/45160707/eric-trump-says-world-libertys-stablecoin-will-be-used-to-close-a-2-billion-deal-dollar-token-to-also-get-integrated-with-justin-suns-tron-blockchain">to close a $2 billion deal </a>between Abu Dhabi investment firm&nbsp;MGX&nbsp;and cryptocurrency exchange&nbsp;Binance, as announced by&nbsp;Eric Trump&nbsp;at a recent cryptocurrency conference.
A Trump-affiliated organization holds a 60% share in the parent company of the firm behind the stablecoin, World Liberty Financial, while his son Eric Trump sits on the board.
Read Next:&nbsp;
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<li><a href="https://benzinga.com/markets/cryptocurrency/25/01/42919731/bitcoin-to-bounce-back-in-q1-but-beware-20-corrections-analysts-warn" target="_blank" rel="noreferrer noopener">Bitcoin To Bounce Back In Q1 But Beware 20% Corrections, Analysts Warn</a></li>
</ul>
Photo Courtesy: Kirill Aleksandrovich On Shutterstock

$BNB

Elizabeth Warren Calls Out Trump-Linked Stablecoin As A National Security Risk: 'He's Cashing In On Foreign Crypto Deals'

Raymond James has initiated coverage on Super Micro Computer (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) with an Outperform rating. This move comes in light of Supermicro&#8217;s strong standing in the AI-optimized infrastructure sector and its swift revenue growth.
What Happened: AI platforms constitute approximately 70% of Supermicro&#8217;s revenue, positioning it as a dominant player among branded server vendors. Raymond James has set a $41 price target for the company, projecting Supermicro&#8217;s FY26 revenue at $29.8 billion with an EPS of $3.03, indicating a compound annual growth rate (CAGR) of over 25%, <a href="https://in.investing.com/news/stock-market-news/raymond-james-initiates-smci-coverage-with-outperform-rating-on-ai-tailwinds-4826948">reported</a> Investing.com.
Raymond James highlighted that Supermicro has effectively carved out a niche for itself and &#8220;positioned itself in a sweet spot&#8221; between traditional branded IT vendors such as Dell (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>), Hewlett-Packard Enterprise (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HPE#NYSE">HPE</a>) and contract manufacturers like Quanta.
The firm noted that while Supermicro has shown impressive growth, its valuation was impacted by past performance inconsistencies and internal control issues, which caused delayed SEC filings and auditor changes. These problems have since been resolved with no misconduct found.
SEE ALSO:&nbsp;<a href="https://benzinga.com/news/25/05/45378544/trump-administration-funneling-money-to-private-prison-companies-aoc-says-calling-out-profits-from-ice-deten" target="_blank" rel="noreferrer noopener">&#8216;Trump Administration Funneling Money To Private Prison Companies&#8217; AOC Says, Calling Out Profits From ICE Detentions After Campaign Kickbacks</a>
Why It Matters:&nbsp;Supermicro&#8217;s financial performance has been<a href="https://www.benzinga.com/news/earnings/25/05/45236823/super-micro-computer-stock-slips-after-q3-results-uncertainty-and-tariffs-may-have-a-short-term-impact-ceo-says"> under scrutiny</a>, especially following its Q3 results in 2025. The company reported quarterly earnings of 31 cents per share, missing the analyst consensus estimate of 50 cents by 38%. Its quarterly revenue of $4.6 billion also fell short of the analyst consensus estimate of $5.42 billion by 15.1%.
CEO Charles Liang said the company isn&#8217;t providing fiscal 2026 guidance due to tariff-related uncertainty, noting that "economic uncertainty and tariff impacts may have a short-term impact,&#8221; reported CNBC.
Despite these financial setbacks, Raymond James remains optimistic about Supermicro&#8217;s future, particularly due to its robust position in the AI-optimized infrastructure sector. The firm&#8217;s bullish stance is further supported by Supermicro&#8217;s plans to expand&nbsp;its U.S. manufacturing to produce&nbsp;1,500 liquid-cooled AI racks per&nbsp;month.
SMCI stock surged 16.02% to close at $38.89 on Tuesday. On a year-to-date basis, it soared over 29%.
SMCI holds a momentum rating of 40.25% and a growth rating of 93.38%, according to&nbsp;<a href="https://www.benzinga.com/quote/SMCI" target="_blank" rel="noreferrer noopener">Benzinga&#8217;s Proprietary Edge Rankings</a>. The Benzinga Growth metric evaluates a stock's historical earnings and revenue expansion across multiple timeframes, prioritizing both long-term trends and recent performance.
<ul class="wp-block-list">
<li>READ MORE:&nbsp;<a href="https://benzinga.com/news/25/05/45314762/charlie-munger-was-once-asked-why-warren-buffett-was-so-much-richer-and-replied-he-got-an-earlier-start-before-adding-why-was-albert-einstein-poorer-than-i-was" target="_blank" rel="noreferrer noopener">Charlie Munger Was Once Asked Why Warren Buffett Was So Much Richer — He Replied, &#8216;He Got An Earlier Start,&#8217; Then Added, &#8216;Why Was Albert Einstein Poorer Than I Was?&#8217; &#8211; Benzinga</a></li>
</ul>
Image via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Tech

DELL

SMCI

SMCI Stock In 'Sweet Spot,' Says Raymond James — Sets $41 Price Target As AI Revenue Hits 70%

Munchener (OTC:<a class="ticker" href="https://www.benzinga.com/stock/MURGY#OTC">MURGY</a>) reported quarterly earnings of $0.88 per share. This is a 151.43 percent increase over earnings of $0.35 per share from the same period last year. The company reported $16.63 billion in sales this quarter. This is a 1.65 percent increase over sales of $16.36 billion the same period last year.

Earnings

MURGY

Munchener Q1 EPS $0.88 Up From $0.35 YoY, Sales $16.63B Up From $16.36B YoY

Google Cloud helps streamline marketing processes, enhancing brand consistency and reducing operational costs

GOOG

Google Cloud And Philips Partner To Transform Global Marketing With AI-Powered Digital Asset Management

Healthier Choices Mgmt (OTC:<a class="ticker" href="https://www.benzinga.com/stock/HCMC#OTC">HCMC</a>) reported $1.78 thousand in sales this quarter. This is a 1.40K percent increase over sales of $119.00 the same period last year.

HCMC

Healthier Choices Mgmt Q1 Sales $1.78K Up From $119.00 YoY

Once fully implemented, the company expects that more than 2,400 Hubexo employees across 25 countries in Europe, North America, and Asia Pacific will be live on the Dayforce platform.
"Global organisations face unique challenges, from managing a disparate workforce to remaining compliant across multiple jurisdictions. That's why companies like Hubexo choose Dayforce to deliver operational resiliency and simplicity at scale," said Nicole Bello, Group Vice President, EMEA, Dayforce, Inc. "By fully harnessing our AI-powered people platform, Hubexo is elevating their people processes to make work life better - and we're proud to partner with them on this transformational journey."

Dayforce Chosen By Hubexo To Standardize HR Operations And Power Workforce Across Europe, North America, And Asia Pacific

After Robinhood Markets Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HOOD#NASDAQ">HOOD</a>) announced the acquisition of a Canadian cryptocurrency platform, WonderFi Technologies Inc. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/WONDF#OTC">WONDF</a>), renowned entrepreneur and investor Kevin O&#8217;Leary expressed his excitement over the deal.
What Happened: O&#8217;Leary, who was one of the founding shareholders of WonderFi, said in an X post that he &#8220;couldn't be more excited&#8221; by this announcement.
According to the company statement, the <a href="https://www.benzinga.com/markets/cryptocurrency/25/05/45372870/robinhood-to-acquire-canadas-wonderfi-for-178m-all-cash-deal">purchase price</a> of $0.26 per share represents a 41% premium over WonderFi&#8217;s closing price on May 12 and a 71% premium over its 30-day volume-weighted average price.
O&#8217;Leary stated that this deal is going to transform cross-border trading. &#8220;We're finally connecting crypto between Canada and the U.S. right before stablecoin regulations hit. FX trading is about to get a major upgrade,&#8221; he said.
He also added that the deal will lead to &#8220;No more outrageous bank fees. You'll be able to move money between your Canadian and U.S. accounts instantly and at a fraction of the cost.&#8221;
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Exciting News! <a href="https://twitter.com/RobinhoodApp?ref_src=twsrc%5Etfw">@RobinhoodApp</a> is acquiring <a href="https://twitter.com/WonderFi?ref_src=twsrc%5Etfw">@WonderFi</a> and I couldn't be more excited. Why? This deal is going to transform cross-border trading. We're finally connecting crypto between Canada and the U.S. right before stablecoin regulations hit. FX trading is about to get a major… <a href="https://t.co/KHA4q7xWxn">pic.twitter.com/KHA4q7xWxn</a>
&mdash; Kevin O&#39;Leary aka Mr. Wonderful (@kevinolearytv) <a href="https://twitter.com/kevinolearytv/status/1922444818329796767?ref_src=twsrc%5Etfw">May 14, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
See Also: <a href="https://www.benzinga.com/25/05/45367861/ed-yardeni-revises-recession-odds-to-25-after-the-rally-bumps-sp-500-year-end-target-to-6500">Ed Yardeni Slashes Recession Odds To 25% After US Stocks Rally, Lifts S&amp;P 500 Year-End Target To 6,500</a>
Why It Matters: WonderFi operates Canadian-regulated crypto exchanges Bitbuy and Coinsquare, which hold $1.49 billion in assets under custody.
The deal is anticipated to close in the latter half of 2025 pending approvals, and without any changes in its leadership team.
This acquisition will expand Robinhood&#8217;s Canadian crypto presence, adding to its existing Toronto headquarters and workforce of over 140.
The combined equity value of the transaction, on a fully diluted basis, stands at approximately $178 million. Advisors on the deal include&nbsp;J.P. Morgan Securities&nbsp;for Robinhood and&nbsp;Financial Technology Partners&nbsp;for WonderFi.
Price Action: Robinhood <a href="https://www.benzinga.com/news/global/25/05/45390595/robinhood-shares-jump-nearly-10-following-acquisition-deal-for-wonderfi-whats-going-on">shares rose</a> 8.95% on Tuesday, whereas Invesco QQQ Trust, Series 1 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>), tracking the Nasdaq 100 index, advanced 1.52% during the same session.
The stock has risen 58.65% on a year-to-date basis and 247.23% over a year. WonderFi shares, on the other hand, jumped 35.54% on Tuesday.
Benzinga Edge Stock Rankings shows that HOOD had a stronger price trend over the short, medium, and long term. Its momentum ranking was solid at 98.62th percentile, whereas its value ranking was poor at 19.71th percentile; the details of other metrics are <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">available here</a>. 
<figure class="wp-block-image size-large"><a href="https://www.benzinga.com/quote/HOOD"><img loading="lazy" decoding="async" width="1024" height="144" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/14021609/HOOD-Edge-1024x144.png" alt="" class="wp-image-914438" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/14021609/HOOD-Edge-1024x144.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/14021609/HOOD-Edge-300x42.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/14021609/HOOD-Edge-768x108.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/14021609/HOOD-Edge.png 1219w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/25/05/45371290/chamath-palihapitiya-questions-ai-funding-after-swedish-bnpl-firm-klarna-rolls-back-ai-bets-startups-could-pivot-to-simply-use-ai-for-narrow-use-cases">Chamath Palihapitiya Says Swedish Fintech Company Klarna Scaling Back AI Support Is A Red Flag For Industry: Startups Could &#8216;Pivot To Simply Use AI For Narrow Use Cases&#8217;</a></li>
</ul>
Photo Courtesy: Sergei Elagin On Shutterstock.com

HOOD

WONDF

Kevin O'Leary Lauds Robinhood's Acquisition Of WonderFi Will 'Transform Cross-Border Trading:' 'No More Outrageous Bank Fees'

Steel Partners Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPLP#NYSE">SPLP</a>) reported quarterly earnings of $1.41 per share. This is a 6 percent decrease over earnings of $1.50 per share from the same period last year. The company reported $499.22 million in sales this quarter. This is a 4.80 percent increase over sales of $476.35 million the same period last year.

SPLP

Steel Partners Holdings Q1 EPS $1.41 Down From $1.50 YoY, Sales $499.22M Up From $476.35M YoY

TLGPY

Reported Earlier, Telstra, Accenture Open First-of-Its-Kind AI Innovation Hub In Silicon Valley To Power Intelligent Systems And Agentic AI

<ul>
<li>Junichi Nakagawa and Samuel Zou appointed Sales Directors for Cboe Data Vantage in Asia Pacific</li>
<li>Hires reflect growing demand for data, analytics and related services in the region, facilitating access to U.S. and European markets</li>
<li>Expansion supports&nbsp;Cboe's ongoing global growth strategy for Data Vantage</li>
</ul>

CBOE

Reported Earlier, Cboe Strengthens Asia Pacific Presence With Key Hires Amid Surging Demand For U.S. And European Market Access

In addition, the Company has entered into a privately negotiated agreement with the holder of certain existing outstanding warrants to purchase up to 167,925 shares of common stock (the "Existing Warrants") to reduce the exercise price of such Existing Warrants from $41.20 per share to $7.45 per share.

HCWB

Reported Earlier, HCW Biologics Announces $5M Offering of 671,140 Units At $7.45 Per Unit Under Nasdaq Rules

The Rights Agreement is intended to reduce the likelihood that any entity, person or group is able to gain control of TrueBlue through open market accumulation without paying all shareholders an appropriate control premium or providing the Board with sufficient opportunity to make informed judgments and take actions in the best interests of all shareholders.

Reported Earlier, TrueBlue Adopts Limited Duration Shareholder Rights Plan Following Unsolicited $7.50 Per Share Offer From HireQuest

DA Davidson analyst&nbsp;Gil Luria&nbsp;has proposed that&nbsp;Alphabet Inc.&nbsp;(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>) should contemplate splitting up Google&#8217;s various businesses to enhance its overall value. This recommendation comes amid Google&#8217;s struggle to retain its supremacy in the search engine market due to the rise of AI chatbots.
What Happened: Luria, in an <a href="https://finance.yahoo.com/news/google-needs-big-bang-breakup-that-would-value-its-businesses-at-37-trillion-as-ai-threatens-search-analyst-171143842.html">interview</a> with Yahoo Finance, has expressed that Google&#8217;s resistance to a breakup is contributing to its unusually low earnings multiple for a growth company. The U.S. Department of Justice has previously called on Google to divest its Chrome browser and advertising network and potentially its mobile Android division as well.
Luria&#8217;s clients, a broad spectrum of institutional investors, are pushing for a &#8220;big bang breakup&#8221; rather than &#8220;isolated spinoffs&#8221;. Luria suggests that Google should divide its businesses into individually traded entities.
According to Luria&#8217;s analysis, Google&#8217;s&nbsp;individual businesses would be valued&nbsp;much higher as separate entities. While Google&#8217;s market capitalization is currently less than $2 trillion, Luria estimates that the total value of Google&#8217;s&nbsp;businesses, when valued separately, would&nbsp;be $3.7 trillion.
The analyst proposes that Google should separate&nbsp;YouTube, Search, Google Cloud, Waymo and its AI segments. He contends that Alphabet&#8217;s stock is currently trading at a historically low valuation—just 16 times its forward earnings—significantly below the overall market multiple.
Luria also stated that Google&#8217;s individual businesses would trade at levels comparable to their peers, with Waymo comparable to&nbsp;Uber&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NYSE">UBER</a>), Google Cloud to&nbsp;Snowflake&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SNOW#NYSE">SNOW</a>), YouTube to&nbsp;Netflix&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>)&nbsp;and Google's TPU business to&nbsp;Nvidia&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>).
SEE ALSO:&nbsp;<a href="https://benzinga.com/25/05/45395189/mark-cuban-takes-a-jab-at-howard-lutnick-in-which-time-share-company-is-he-going-to-get-a-job-in-sales-at" target="_blank" rel="noreferrer noopener">Mark Cuban Takes A Jab At Howard Lutnick, &#8216;In Which Time Share Company Is He Going To Get A Job In Sales At&#8217;</a>
Why It Matters: Google&#8217;s current predicament can be traced back to May 8, when it <a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/05/45288753/google-at-staggering-42-discount-to-sp-500-after-150-billion-value-dive">experienced </a>one of its worst trading days since 2023, losing over 7% and nearly $150 billion in market cap. This massive loss was triggered by a statement from Apple Inc.&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) Eddy Cue, who revealed a decline in search volume on iPhones, an event that hadn&#8217;t occurred in 20 years.
This revelation sparked a debate on the All-In Podcast, where <a href="https://www.benzinga.com/25/05/45339953/apple-exec-says-iphone-users-are-ditching-google-search-now-chamath-palihaptiya-urges-the-tech-giant-to-stop-waiting-for-data-and-start-fighting-models-like-chatgpt">venture capitalist</a> Chamath Palihapitiya urged Google to stop waiting for data and start fighting models like ChatGPT.
Luria&#8217;s &#8220;big bang breakup&#8221; is seen as a strategic suggestion for Google to regain its lost ground and boost its overall value in the face of these challenges.
Benzinga's Edge Rankings place Alphabet in the 81st percentile for quality and the 67th percentile for growth, reflecting its strong performance in both areas. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">Check the detailed report here.</a>
Over the past 5 days, Alphabet stock declined 3.07%, while year to date it plunged 15.6%.
<ul class="wp-block-list">
<li>READ MORE:&nbsp;<a href="https://benzinga.com/news/25/05/45314762/charlie-munger-was-once-asked-why-warren-buffett-was-so-much-richer-and-replied-he-got-an-earlier-start-before-adding-why-was-albert-einstein-poorer-than-i-was" target="_blank" rel="noreferrer noopener">Charlie Munger Was Once Asked Why Warren Buffett Was So Much Richer — He Replied, &#8216;He Got An Earlier Start,&#8217; Then Added, &#8216;Why Was Albert Einstein Poorer Than I Was?&#8217; &#8211; Benzinga</a></li>
</ul>
Image via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

GOOGL

NFLX

NVDA

SNOW

UBER

Alphabet's Value Could Skyrocket To $3.7 Trillion With Google's 'Big Bang Breakup' Over 'Isolated Spin-Offs,' Says Analyst

Editor&#8217;s Note: The story has been updated with Amazon&#8217;s statement.
The Federal Trade Commission has accused Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) of concealing key evidence in the antitrust case that claims the <a href="https://www.benzinga.com/government/regulations/25/01/42822625/big-techs-date-with-antitrust-alphabet-meta-amazon-brace-for-legal-showdowns-in-2025">retail giant abused its market power</a>. As per a new court filing, the FTC says Amazon withheld thousands of non-privileged documents by incorrectly labeling them as protected.
What Happened: Following an order by a federal judge to re-review its privilege claims, Amazon withdrew 92% of them and presented around 70,000 documents it had withheld earlier, according <a href="https://www.courthousenews.com/ftc-accuses-amazon-of-hiding-evidence-in-antitrust-case/">to</a> the Courthouse News Service. 
The FTC discovered that around 75% of those had been completely shielded from view. In a small in-camera review, a single sentence out of nine documents was deemed privileged. 
One document quoted a top executive calling founder and former CEO Jeff Bezos Amazon's "chief dark arts officer" when describing the "shady world" of tactics employed to boost Prime subscriptions, the report noted.
See Also: <a href="https://www.benzinga.com/government/regulations/25/05/45331065/the-trade-desk-ceo-slams-google-amazons-walled-gardens-imagine-what-we-can-do-in-a-fair-market">The Trade Desk CEO Slams Google, Amazon&#8217;s &#8216;Walled Gardens&#8217;: &#8216;Imagine What We Can Do In A Fair Market&#8217;</a>
Why It Matters: The FTC says these documents were withheld not because they were legally protected, but because they &nbsp;damaging evidence. "In essence, Amazon's privilege log — on which the FTC has relied throughout discovery — was almost entirely wrong," the commission wrote in its motion. "It is impossible to square a 92% error rate across tens of thousands of documents with a mere mistake."
The commission also said that Amazon has a pattern of falsely labeling routine communications as "privileged" and alleged that the company instructs staff to mislabel documents to sidestep regulatory scrutiny. "The blatant nature and ubiquity of these actions demonstrate&#8230; a purposeful plan," the FTC added.
Calling the withheld records &#8220;probative, inculpatory, and entirely nonprivileged,&#8221; the FTC has asked the court for another 90 days of discovery and for Amazon to bear the resulting costs. 
&#8220;The FTC wants to distract from the facts because the facts don't support this vague and unprecedented legal case,&#8221; an Amazon spokesperson told Benzinga in a statement.
Regarding the meeting notes that reference "dark arts," the spokesperson added: &#8220;These notes are from a much longer conversation that included discussion about non-Amazon subscription programs. The way Amazon drives Prime subscribers is by making the service useful and valuable. It is correct that an element of driving that value is an art rather than a science. And our approach works — Prime, with hundreds of millions of members, is among the highest-performing subscription programs of any kind, as measured by renewal rates and customer satisfaction.&#8221;
Amazon is not the only tech giant locking horns with the FTC. Last month, hearings began as part of the FTC's <a href="https://www.benzinga.com/news/25/04/44888906/meta-faces-an-antitrust-lawsuit-ftc-says-company-holds-a-social-network-monopoly">antitrust lawsuit against Meta</a>.
Amid these high-profile cases, the FTC is also facing a shortage of resources due <a href="https://www.benzinga.com/government/regulations/25/03/44310724/doge-cuts-to-ftc-sow-confusion-in-case-against-amazon">to cuts enacted by DOGE</a>.
Image Via Shutterstock
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/analyst-ratings/price-target/25/05/45356821/why-amazons-robot-army-could-save-10-billion-and-change-your-delivery-game">Why Amazon&#8217;s Robot Army Could Save $10 Billion And Change Your Delivery Game</a></li>
</ul>

Legal

AMZN

Jeff Bezos Called 'Chief Dark Arts Officer' In Secret Amazon Doc As FTC Says Company Hid Thousands Of Key Files In Antitrust Case (UPDATED)

Anglo American Platinum

JP Morgan

호주의 다국적 광산업체인 <a href="https://www.benzinga.com/quote/BHP" target="_blank" rel="noopener">BHP</a> 그룹(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BHP#NYSE">BHP</a>)가 경쟁사인 앵글로 아메리칸(OTC:<a class="ticker" href="https://www.benzinga.com/stock/NGLOY#OTC">NGLOY</a>)에 제출한 약 400억 달러 입찰은 이 회사를 인수하기에 충분하지 않을 수 있다. 왜냐하면 구리 자산에 대한 전 세계적 쟁탈전 속에서 다른 다각화된 광산업체들이 아마도 경쟁 입찰을 할 것이기 때문이다.
작년에 호주 구리 생산업체인 OZ 미네랄(OZ Minerals)의 64억 달러 인수를 완료한 후, BHP는 세계 경제가 화석 연료에서 전환함에 따라 앞으로 수요가 크게 증가할 것이라는 광범위한 기대 속에서 구리에 대한 투자를 두 배로 늘리고 있다.
태양광, 풍력 발전소, 전기 자동차에는 기존 유틸리티 및 내연 기관 자동차보다 더 많은 구리가 필요하다.
투자 컨설팅 회사인 델타 캐피털 매니지먼트(Delta Capital Management)의 설립자인 숀 캐스터라인(Sean Casterline)은 Benzinga에 &#8220;이것은 세계 청정 에너지 운동의 핵심인 구리 및 기타 금속에 ​​대한 쟁탈전으로 인해 추진된 산업용 금속을 통합하려는 최신 움직임&#8221;이라고 말했다.
이미 세계 최대의 광산 회사인 BHP는 현재 칠레의 국영 코델코(Codelco)와 미국의 대형 기업인 프리포트 맥모란(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FCX#NYSE">FCX</a>)에 이어 세 번째로 큰 구리 생산업체이다. 앵글로 아메리칸과의 합병으로 BHP는 선두 위치로 올라설 것이다.
RBC 캐피털 마켓의 분석가는 &#8220;우리의 견해로는 구리 자산이 제안된 거래의 주요 동인이라고 생각한다&#8221;라고 말했다.
<h1 class="wp-block-heading">경쟁 입찰 가능성 높다</h1>
BHP는 런던에 본사를 둔 앵글로 아메리칸에 주당 25.08파운드(32.27달러)를 제안했으며 앵글로 아메리칸은 이 제안을 검토 중이라고 밝혔다. 이번 전체 주식 거래는 앵글로 아메리칸의 가치를 311억 파운드(389억 달러)로 평가하며 이 영국 회사가 남아프리카에 상장된 앵글로 아메리칸 플래티넘(OTC:<a class="ticker" href="https://www.benzinga.com/stock/ANGPY#OTC">ANGPY</a>) 및 쿰바 철광석(Kumba Iron Ore Ltd.)(OTC:<a class="ticker" href="https://www.benzinga.com/stock/KIROY#OTC">KIROY</a>)의 지분을 분할하는 데 달려 있다.
이번 제안은 앵글로 아메리칸의 런던 상장 주식에 대해서는 14% 가량의 프리미엄을, 그리고 동사의 백금 및 철광석 부문을 제외한다면 31% 가량의 프리미엄을 나타낸다.
그러나 이에 대해 여러 분석가들은 이게 충분하지 않을 수도 있다고 말했다.
또한 읽어볼 것: <a href="https://www.benzinga.com/markets/asia/24/04/38090219/will-copper-reach-10-000-an-essential-metal-that-faces-an-uncertain-future">구리는 1만 달러에 달할까? ‘불확실한 미래를 맞닥뜨리는 귀중한 금속&#8217;</a>
앵글로 아메리칸의 주가는 최근 너무 하락했기 때문에 이사회와 주주들은 아마도 BHP가 구리 사업을 운영하고 있는 칠레와 페루에서의 이 회사 구리 자산을 포함한 회사의 가치를 BHP의 제안이 과소평가한 것으로 생각할 것이다. 앵글로 아메리칸의 주가는 운영 문제, 실망스러운 생산 전망, 다이아몬드 및 플래티넘 그룹 시장의 부진으로 인해 어려움을 겪고 있다.
BHP의 제안은 &#8220;앵글로 이사회나 주요 주주를 끌어들이기에 충분하지 않은 소심하고 다소 복잡한 입찰&#8221;이라고 리버룸(Liberum)의 분석가 벤 데이비스(Ben Davis)가 말했다. BHP의 제안 이후 그는 앵글로의 목표 가격을 27.50파운드(34.41달러)로 높였다. 이는 제안이 공식적으로 공개되기 전 주식 종가에서 거의 25% 상승한 수치입니다.
제프리스(Jefferies)의 분석가들은 회사 간의 진지한 논의를 위해서는 주당 최소 28파운드(35.04달러)의 가격이 필요할 것이며 주당 30파운드(37.54달러)를 넘는 테이크아웃 가격은 입찰 전쟁의 결과가 될 것이라고 말하면서 더 높이 올렸다.
&#8220;만약 BHP가 실제로 이 거래를 계속 추진한다면 다른 입찰자가 나오지 않는다면 우리는 놀랄 것이다&#8221;라고 이 회사가 말했다. &#8220;이 게임이 시작되는 것을 보자.&#8221;
RBC 캐피털 마켓의 분석가들은 이 회사의 구리 자산을 결합할 때 얻을 수 있는 잠재적 이점 때문에 다각화된 채굴업체 글렌코어(OTC:<a class="ticker" href="https://www.benzinga.com/stock/GLNCY#OTC">GLNCY</a>)를 하나의 논리적 입찰자로 선정했다. 이 회사는 브라질 철광석 자산 결합의 매력 때문에 발리(NYSE:<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/vale" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for VALE">VALE</a>)도 가능성으로 내세웠다.
데이비스는 다국적 광산 기업인 리오 틴토(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RIO#NYSE">RIO</a>)를 중요한 후보로 꼽았다. 하지만 그는 이 회사가 광산을 구매하는 것보다 광산을 건설하는 것을 선호하는 것으로 유명하다고 지적했다.
<h1 class="wp-block-heading">금광 회사들의 구리 자산 확장</h1>
구리 인수가 매력적인 이유 중 하나는 처음부터 새로운 구리 광산을 건설하는 데 비용이 많이 들고 시간이 많이 걸린다는 것이다.
허가를 받기 어려운 미국이나 현지 시위 이후 최근 법원 판결로 대규모 구리 광산을 폐쇄해야 하는 파나마와 같은 다른 관할권에서는 특히 그렇다고 폴라리스 캐피털(Polaris Capital)의 포트폴리오 매니저인 제이슨 크로쇼(Jason Crawshaw)가 말했다. 폴라리스 캐피털은 구리 광산업체인 런딘 마이닝 코퍼레이션(OTC:<a class="ticker" href="https://www.benzinga.com/stock/LUNMF#OTC">LUNMF</a>)와 안토파가스타(Antofagasta) (OTC:<a class="ticker" href="https://www.benzinga.com/stock/ANFGF#OTC">ANFGF</a>)에 투자하고 있다.
그는 벤징가(Benzinga)에게 &#8220;자산 쟁탈전이 벌어지고 있다&#8221;고 말했다. &#8220;모두는 항상 구리에 더 많이 노출되기를 원한다.&#8221;
금광 회사들조차 구리 자산을 더 확대하는 데 관심을 갖고 있다.
작년에 미국에 본사를 둔 금광 메이저인 뉴몬트(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NEM#NYSE">NEM</a>)는 호주의 금광업체인 뉴크레스트 마이닝(Newcrest Mining Ltd.)을 거의 170억 달러에 인수하여 거의 500억 파운드에 달하는 구리 매장량과 자원을 단번에 추가했다.
한편, 캐나다에 본사를 둔 경쟁사인 배릭 골드(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GOLD#NYSE">GOLD</a>)는 2028년 공장 생산 확대를 목표로 잠비아 구리 광산을 확장하기 위해 약 20억 달러를 지출하고 있다.
구리 생산업체에 대한 다양한 노출을 원하는 투자자는 Global X Copper Miners ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COPX#NYSE">COPX</a>), Sprott Copper Miners ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COPP#NASDAQ">COPP</a>), Sprott Junior Copper Miners ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COPJ#NASDAQ">COPJ</a>) 및 iShares Copper and Metals Mining ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ICOP#NASDAQ">ICOP</a>)를 고려할 수 있다.
이제 읽어보세요: <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/03/37924793/rising-copper-prices-portfolio-review-make-underperforming-anglo-american-stock-a-p">구리 가격 상승, 포트폴리오 검토로 결과가 나오지 않는 앵글로 아메리칸 주식</a>
사진: 앵글로 아메리칸의 칠레 구리 광산 사진 (출처: 앵글로 아메리카의 플리커)

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