First Trust Nasdaq Lux Digital Health Solutions ETF (NASDAQ: EKG)

에 대한 최신 뉴스 First Trust Nasdaq Lux Digital Health Solutions ETF (NASDAQ:EKG)

Healthcare

Consumer Defensive

The First Trust Nasdaq Lux Digital Health Solutions ETF (the Fund) seeks investment results that correspond generally to the price and yield (before the Funds fees and expenses) of an equity index called the Nasdaq Lux Health Tech Index (the Index)

Resmed Inc.

Intuitive Surgical Inc

Iqvia Holdings Inc.

Veeva Systems Inc

Dexcom Inc.

Insulet Corp

Natera Inc

Hologic Inc.

Qiagen NV

Exact Sciences Corp.

First Trust Nasdaq Lux Digital Health Solutions ETF

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GOOGL

iShares Trust Dow Jones US Financial Services Index Fund

MSFT

VEEV

원격 근무와 사무실 근무 의무에 대한 논쟁이 계속되는 가운데, 비바 시스템즈(NYSE:VEEV), 클라우드 기반 소프트웨어 회사가 주목받고 있습. 이는 원격 근무(WFH) 정책을 수용하는 것이 어떻게 성공적인 전략이 될 수 있는지를 보여주는 대표적인 사례이다.

원격 근무 vs 오피스 복귀: 비바의 유연성이 JP모건의 사무실 지침을 능가할 수 있을까?

CARDIOCOM SLTNS INC by CardioCom Solutions, Inc.

CardioComm Solutions Inc

Shell (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SHEL#NYSE">SHEL</a>) reported quarterly earnings of $1.20 per share which missed the analyst consensus estimate of $1.44 by 16.67 percent. This is a 45.95 percent decrease over earnings of $2.22 per share from the same period last year. The company reported $66.281 billion in sales this quarter. This is a 15.81 percent decrease over sales of $78.732 billion the same period last year.

Earnings

Earnings Misses

SHEL

Shell Q4 2024 Adj. EPS $1.20 Misses $1.44 Estimate, Sales $66.281B Down From $78.732B YoY

Macro Economic Events

Econ #s

Economics

France Gross Domestic Product (YoY) Preliminary For Q4 0.7% Vs. 1.2% (Revised) Prior

France Gross Domestic Product (QoQ) Preliminary For Q4 -0.1% Vs. 0.0% Est.; 0.4% Prior

France Consumer Spending (MoM) For December 0.7% Vs. 0.1% Est.; 0.2% (Revised) Prior

Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) CEO Elon Musk reiterated his criticism of LiDAR on Wednesday but explained that he is not fundamentally against the technology.
What Happened: &#8220;Obviously, humans drive without shooting lasers out of their eyes. I mean, unless you&#8217;re Superman&#8230;. humans drive with eyes and a neural net and a brain neural net, sort of biological&#8230; the digital equivalent of eyes and a brain are cameras and digital neural nets or AI,&#8221; Musk said in the company&#8217;s fourth-quarter earnings call. 
Musk said that LiDAR is simply the &#8220;wrong solution&#8221; for self-driving cars on roads. However, his rocket manufacturing company SpaceX&#8217;s Dragon spacecraft continues to use it for docking with the space station, he said. 
Why It Matters: Musk&nbsp;has previously criticized LiDAR,&nbsp;<a href="https://www.benzinga.com/news/24/11/41699028/tesla-investor-says-ev-giant-will-admit-it-needs-lidar-despite-elon-musk-calling-it-a-crutch" target="_blank" rel="noreferrer noopener">terming it a "crutch</a>". None of the company&#8217;s sold vehicles have lidars. In 2022, the company also removed ultrasonic sensors from its vehicles to rely solely on cameras.
However, not all are in agreement with Musk&#8217;s decision to rely solely on cameras for autonomous driving. 
"…you really do need significantly more hardware than Tesla is putting in the vehicles to build a robotaxi that's not just as safe but especially safer than a human,"&nbsp;Zoox&nbsp;co-founder&nbsp;Jesse Levinson&nbsp;<a href="https://www.benzinga.com/news/24/10/41645383/elon-musk-slams-zoox-co-founder-over-fsd-criticism-your-company-would-be-dead-already-if-not-for-ama" target="_blank" rel="noreferrer noopener">opined in October</a>&nbsp;while adding that there is a need for sensor data despite advancements in AI to protect against camera malfunctions and ensure fully safe rides.
Alphabet Inc.&#8217;s&nbsp;autonomous ride-hail company&nbsp;Waymo&nbsp;<a href="https://www.benzinga.com/news/24/11/41676465/tesla-can-make-cybercab-for-the-same-money-it-takes-waymo-to-install-lidar-sensors-on-its-robotaxi-s" target="_blank" rel="noreferrer noopener">continues to use LiDAR</a>&nbsp;in its robotaxis.&nbsp;
Check out more of Benzinga's Future Of Mobility coverage by&nbsp;<a href="https://www.benzinga.com/topic/mobility" target="_blank" rel="noreferrer noopener">following this link.</a>
Read Next:
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<li><a href="https://www.benzinga.com/25/01/43262125/spacex-launches-in-2025-12-falcon-9-launches-1-starship-test-flight" target="_blank" rel="noreferrer noopener">Elon Musk's SpaceX Launches In 2025 So Far: 12 Falcon 9 Launches, 1 Starship Test Flight</a></li>
</ul>
Photo courtesy: Shutterstock

Tech

TSLA

Tesla CEO Elon Musk Dismisses LiDAR Again: 'Humans Drive Without Shooting Lasers Out Of Their Eyes'

SoftBank Group (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SFTBF#OTC">SFTBF</a>) (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SFTBY#OTC">SFTBY</a>) is reportedly negotiating a potential investment of $15 billion to $25 billion in OpenAI. This move could make SoftBank the largest investor in the ChatGPT creator, surpassing Microsoft Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), which has <a href="https://www.benzinga.com/24/12/42664762/after-investing-nearly-14-billion-in-openai-microsoft-reportedly-moves-to-reduce-its-dependence-on-chatgpt-parent">invested nearly $14 billion</a>.
What Happened: The investment would support OpenAI&#8217;s commitment to the <a href="https://www.benzinga.com/25/01/43139410/softbanks-role-in-500-billion-stargate-ai-venture-seen-as-major-growth-driver-analyst-says">Stargate AI infrastructure project</a>, a joint venture with companies like SoftBank, Oracle Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>), and the UAE&#8217;s MGX fund, <a href="https://www.wsj.com/tech/softbank-in-talks-to-invest-up-to-25-billion-in-openai-03d653fc?mod=mhp">reported</a> the Wall Street Journal, citing a person familiar with the matter.
Stargate plans to invest up to $500 billion in AI data centers over the next four years. SoftBank&#8217;s funding for OpenAI would be separate from its planned $15 billion investment in the Stargate initiative.
See Also: <a href="https://www.benzinga.com/tech/25/01/43327016/microsoft-ceo-satya-nadella-accepts-deepseek-ai-has-some-real-innovations-but-wont-say-if-they-mark-a-turning-point-for-ai-cost-reduction">Microsoft CEO Satya Nadella Accepts DeepSeek AI Has Some &#8216;Real Innovations&#8217; — But Won&#8217;t Say If They Mark A Turning Point For AI Cost Reduction</a>
Despite the potential investment, SoftBank would hold a smaller stake in OpenAI&#8217;s for-profit division compared to Microsoft, due to the latter's earlier investments, the report noted
Why It Matters: Last year, OpenAI&#8217;s valuation surged to $157 billion following a<a href="https://www.benzinga.com/news/24/10/41149788/openai-valuation-soars-to-157b-in-latest-funding-round"> $6.6 billion funding round</a>. At that time, the Tokyo-based conglomerate SoftBank invested $500 million in OpenAI.
Subscribe to the&nbsp;<a href="https://bztechtrends.beehiiv.com/subscribe" target="_blank" rel="noreferrer noopener">Benzinga Tech Trends newsletter</a>&nbsp;to get all the latest tech developments delivered to your inbox.
Elon Musk's xAI has also quickly expanded, reaching an estimated valuation of $50 billion in 2024.
Perplexity AI, supported by Amazon founder Jeff Bezos in December raised $500 million in a funding round, boosting its <a href="https://www.benzinga.com/tech/24/12/42570376/jeff-bezos-backed-perplexity-raises-500-million-tripling-its-valuation-to-9-billion-as-competition-with-google-and-openai-heats-up">valuation to $9 billion</a>.
Anthropic, backed by Google, is also reportedly in late-stage discussions to secure $2 billion in funding, which would push its <a href="https://www.benzinga.com/25/01/43127416/anthropic-gains-big-with-google-backing-aiming-for-60-billion-valuation-and-surging-ai-revenue">valuation to $60 billion</a>.
Photo by NP27 on Shutterstock.
Check out more of Benzinga&#8217;s Consumer Tech coverage by&nbsp;<a href="https://www.benzinga.com/topic/consumer-tech" target="_blank" rel="noreferrer noopener">following this link</a>.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/tech/25/01/43221770/apples-ipad-turns-15-today-heres-a-throwback-to-when-steve-jobs-explained-called-it-the-third-category-after-phones-and-notebooks" target="_blank" rel="noreferrer noopener">Apple&#8217;s iPad Turns 15 Today: Here&#8217;s A Throwback To When Steve Jobs Explained Called It The ‘Third Category&#8217; After Phones And Notebooks</a></li>
</ul>
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.

Media

ORCL

SFTBF

SFTBY

SoftBank Eyes Historic $25 Billion Investment In OpenAI, Set To Dethrone Microsoft As Biggest Investor In ChatGPT-Parent

Guidance&nbsp;
&nbsp;In 2025, sales are anticipated to grow by a mid-to-high single-digit percentage at CER5 . Sanofi confirms the expectation of a strong rebound in business EPS with growth at a low double-digit percentage at CER (before share buyback).6 • Sanofi intends to execute a share buyback program in 2025 of €5 billion. Shares will be purchased preferably through block trades and in the open market with the purpose of cancellation

Guidance

Sanofi 2025 Guidance: Sales To Grow Mid-To-High Single Digits (CER), Business EPS To Rise Low Double Digits (CER); Plans A €5B Share Buyback

Takeda Pharmaceutical (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TAK#NYSE">TAK</a>) reported quarterly earnings of ¥15.01 per share. This is a 77.72 percent decrease over earnings of ¥67.38 per share from the same period last year. The company reported quarterly sales of ¥1.144 trillion which beat the analyst consensus estimate of ¥1.139 trillion by 0.42 percent. This is a 2.97 percent increase over sales of ¥1.111 trillion the same period last year.

Earnings Beats

Takeda Pharmaceutical Q3 2024 GAAP EPS ¥15.01 Down From ¥67.38 YoY, Sales ¥1.144T Beat ¥1.139T Estimate

International Business Machines Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>) delivered better-than-expected fourth-quarter results, exceeding analysts&#8217; expectations, and unveiled its big bets on artificial intelligence strategies and offerings.
What Happened: IBM has integrated AI in all of its business segments, from the tools clients use to manage and optimize their hybrid cloud environments, infrastructure, consulting, and its platform products.
&#8220;Our book of business related to generative AI now stands at greater than $2 billion inception-to-date. The mix is roughly one quarter software and three quarters consulting signings,&#8221; said the CEO and Chairman, Arvind Krishna during the company&#8217;s earnings call.
According to its AI strategy, IBM uses a &#8220;comprehensive platform approach&#8221;. Its hybrid cloud solutions, Rhel.ai and OpenShift AI serve as the foundation of their enterprise AI platform.
&#8220;They combine open-source IBM Granite&#8217;s LLMs (large language models) and InstructLab model alignment tools with full-stack optimization, enterprise-grade security and support and model indemnification,&#8221; added the CEO.
Additionally, IBM watsonx is a platform that combines AI assistance to help both its own and its clients&#8217; businesses to use AI more effectively.
Here is the list of IBM&#8217;s AI offerings and how they can be integrated into their clients&#8217; businesses:
<h3 class="wp-block-heading">IBM&#8217;s Granite Models</h3>
Granite, which is a family of AI models developed by IBM, is smaller and more cost-effective than LLMs. These models are trained on 116 programming languages and can be customized to specific use cases. IBM has open-sourced these models under the Apache 2.0 license.
Comparing it to the Linux of the AI era, Krishna said that he sees Granite, &#8220;Becoming dominant in the enterprise server space, thanks to the speed and innovation offered by open-source.&#8221;
<h3 class="wp-block-heading">InstructLab</h3>
IBM has also launched InstructLab, a tool that allows clients to rapidly tune their AI models using their own generated data. This tool can help clients customize their models.
<h3 class="wp-block-heading">Watsonx Code Assistant for Z</h3>
IBM is seeing early momentum in watsonx Code Assistant for Z, a tool that uses AI to help developers write code for IBM Z mainframes. This tool can help to improve developer productivity and reduce errors.
Talking about this offering, the senior VP and CFO, James J Kavanaugh said, &#8220;AI middleware, watsonx Assistants, the recently announced IBM Concert, and others contributed about $0.5 billion to our AI book of business inception to date.&#8221;
See Also: <a href="https://www.benzinga.com/general/market-summary/25/01/43297852/marjorie-taylor-greene-loads-up-on-meta-amazon-tesla-nvidia-and-other-stocks-as-donald-trumps-new-equations-with-big-tech-leaders-sets-stage-for-growth-what-is-at-stake">Marjorie Taylor Greene Loads Up On Meta, Amazon, Tesla, Nvidia And Other Stocks As Donald Trump&#8217;s New Equations With Big Tech Leaders Sets Stage For Growth: What Is At Stake?</a> 
Why It Matters: According to the IBM CEO, their early leadership in AI positions the company for &#8220;long-term success and this transformational technology&#8221;.
In the fourth quarter, the company reported <a href="https://www.benzinga.com/25/01/43321676/ibm-reports-q4">earnings</a> per share of $3.92, beating analyst estimates of $3.75. Revenue also slightly surpassed predictions, reaching $17.55 billion compared to the anticipated $17.54 billion. This represents a modest increase from the $17.38 billion generated during the same period last year.
A closer look at the results reveals a mixed performance across different segments:
<ul>
<li>Software: This area showed strong growth with revenue up by 10%.</li>
<li>Consulting: This segment experienced a decline, with revenue down 2%.</li>
<li>Infrastructure: This was the weakest area, with revenue decreasing by 8%.</li>
</ul>
See Also: <a href="https://www.benzinga.com/25/01/43321676/ibm-reports-q4">IBM Stock Rallies After Strong Q4 Report: Software Revenue Up 10%</a>
Price Action: IBM shares closed 1.32% higher on Wednesday and advanced by 8.85% in after-hours to $248.85 per share, outpacing SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>), which tracks the S&amp;P 500 index, which declined 0.45% to $601.81.
According to the 22 analysts <a href="https://www.benzinga.com/quote/IBM/analyst-ratings">tracked by Benzinga</a>, IBM has a consensus price target of $200.19 per share with a &#8216;hold&#8217; rating. The highest target price is $260 and the lowest is $139.
The average price target of $233.33 apiece between Morgan Stanley, RBC Capital, and JPMorgan implies a 6.24% downside.
<figure class="wp-block-image size-large"><a href="https://www.benzinga.com/quote/IBM/analyst-ratings"><img loading="lazy" decoding="async" width="1024" height="385" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/30005630/IBM-ANR-1024x385.png" alt="" class="wp-image-757288" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/30005630/IBM-ANR-1024x385.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/30005630/IBM-ANR-300x113.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/30005630/IBM-ANR-768x288.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/30005630/IBM-ANR.png 1057w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
Read Next:
<ul>
<li><a href="https://www.benzinga.com/general/market-summary/25/01/43296058/elon-musks-tesla-is-over-4x-more-expensive-than-industry-average-despite-weak-delivery-volumes-in-2024">Elon Musk&#8217;s Tesla Is Over 4X More Expensive Than Industry Average Despite Weak Delivery Volumes In 2024</a></li>
</ul>
Photo courtesy: Shutterstock

Market Summary

Broad U.S. Equity ETFs

ETFs

IBM Beats Q4 Estimates, Bets Big On AI With $2 Billion Generative AI Business

Sanofi (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SNY#NASDAQ">SNY</a>) reported quarterly earnings of $0.70 per share which missed the analyst consensus estimate of $0.74 by 5.54 percent. This is a 21.46 percent decrease over earnings of $0.89 per share from the same period last year. The company reported quarterly sales of $11.275 billion which beat the analyst consensus estimate of $11.162 billion by 1.01 percent. This is a 4.07 percent decrease over sales of $11.753 billion the same period last year.

Sanofi Q4 2024 Adj. EPS $0.70 Misses $0.74 Estimate, Sales $11.275B Beat $11.162B Estimate

The Federal Reserve maintained <a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/01/43309377/interest-rate-speculation-heats-up-before-fed-meeting-what-betting-markets-signal">interest rates at 4.25%-4.5% on Wednesday</a>, prompting Allianz Chief Economic Advisor Mohamed El-Erian to suggest rate cuts might not materialize until June at the earliest, while President Donald Trump criticized the central bank&#8217;s approach to banking regulation.
What Happened: El-Erian, writing on X, noted that the Fed&#8217;s statement points to a &#8220;solid economy&#8221; and &#8220;elevated&#8221; inflation, with markets pushing yields slightly higher after the removal of language about inflation progress. 
&#8220;I strongly suspect that the goal of the Fed is not for us to learn anything new,&#8221; El-Erian <a href="https://www.bbc.com/reel/video/p0kmtx2k/expert-predicts-no-fed-rate-cut-before-june-29-jan-2025">told</a> BBC, suggesting the central bank aimed to &#8220;fly under the radar&#8221; during this meeting. &#8220;I suspect we won't see an interest rate cut until June at the earliest.&#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">As expected, the Federal Reserve left rates unchanged. The accompanying statement points to a solid economy, unemployment having &quot;stabilized,&quot; and inflation remaining elevated. With the removal of the reference to inflation making progress towards its objective, the markets&#39;…
&mdash; Mohamed A. El-Erian (@elerianm) <a href="https://twitter.com/elerianm/status/1884680057697829194?ref_src=twsrc%5Etfw">January 29, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
The SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) traded near flat following the announcement, while Treasury yields edged higher, with the two-year yield increasing 3 basis points to 4.24%. Market expectations now show a 30% probability of a March rate cut, increasing to 45% for June.
See Also: <a href="https://www.benzinga.com/markets/equities/25/01/43327057/mark-zuckerberg-says-metas-llama-4-to-feature-agentic-capabilities-unlocking-new-use-cases-it-will-become-one-the-most-widely-used-ai-models">Mark Zuckerberg Says Meta&#8217;s Llama 4 To Feature &#8216;Agentic Capabilities,&#8217; Unlocking New Use Cases: It Will Become One The Most &#8216;Widely Used&#8217; AI Models</a>
Why It Matters: Trump, responding to the Fed&#8217;s decision on Truth Social, pledged to address inflation through expanded energy production and regulatory cuts if elected. &#8220;The Fed has done a terrible job on Bank Regulation,&#8221; Trump wrote, promising <a href="https://www.benzinga.com/markets/25/01/43325490/trump-slams-feds-terrible-job-on-bank-regulation-after-rate-hold-vows-to-unleash-lending-for-all-american-people">Treasury-led reforms</a> to &#8220;unleash lending for all American people.&#8221;
Fed Chair Jerome Powell, maintaining the central bank&#8217;s independence, declined to comment on Trump&#8217;s criticism during his press conference. 
Comerica Bank Chief Economist Bill Adams suggested the Fed&#8217;s <a href="https://www.benzinga.com/25/01/43319060/first-rate-cut-in-june-if-at-all-in-2025-economist-says-as-federal-reserve-holds-rates-steady">cautious stance might reflect concerns</a> about potential inflationary pressures from proposed Trump administration policies, including higher tariffs and immigration controls.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/markets/equities/25/01/43327008/microsofts-13-billion-run-rate-and-openai-azure-deal-spark-surge-in-enterprise-demand-for-ai-solutions-just-first-tranche-of-future-growth-potential">Microsoft&#8217;s $13 Billion Run Rate And OpenAI Azure Deal Spark Surge In Enterprise Demand For AI Solutions: Just &#8216;First Tranche&#8217; Of Future Growth Potential</a></li>
</ul>
Image Via Shutterstock
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Federal Reserve

Mohamed El-Erian Says Fed Wants To 'Fly Under The Radar,' Expects No Rate Cut Until June At The Earliest

In the fourth quarter, provision for credit losses was € 420 million and 35 bps of average loans, down 15% from € 494 million in the third quarter and down 14% from the prior year quarter. The quarter-on-quarter development primarily reflects a decline in provisions for non-performing loans (Stage 3) from € 482 million to € 415 million, driven by a larger recovery on a legacy case and a decline in commercial real estate provisions as expected. Provision for performing (Stage 1 and 2) loans was € 6 million; the effect of portfolio movements was largely offset by slightly improved macroeconomic forecasts and overlay recalculations. For 2025, the bank expects provision for credit losses to be around € 350-400 million per quarter on average.

Deutsche Bank's Q4 Credit Loss Provisions Fell 15% To €420M (35 Bps Of Loans) From Q3, Driven By Lower Stage 3 Provisions. 2025 Guidance: €350M–€400M Per Quarter

Deutsche Bank (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DB#NYSE">DB</a>) reported quarterly earnings of $0.16 per share which beat the analyst consensus estimate of $0.14 by 14.36 percent. This is a 77.76 percent decrease over earnings of $0.72 per share from the same period last year. The company reported quarterly sales of $7.710 billion which beat the analyst consensus estimate of $7.125 billion by 8.21 percent. This is a 7.58 percent increase over sales of $7.167 billion the same period last year.

Deutsche Bank Q4 2024 GAAP EPS $0.16 Beats $0.14 Estimate, Sales $7.710B Beat $7.125B Estimate

A wholly owned subsidiary of the Abu Dhabi Investment Authority ("ADIA") is committing, as an anchor LP to the first fund managed by the new business, 20% or up to $400 million of capital for the first fund.&nbsp; Welltower and Welltower's management is also contributing 20% of the LP capital up to a total of $400 million.

WELL

Reported Earlier, Welltower Expands Into Private Fund Management With Abu Dhabi Investment Authority As Anchor Investor

Under the terms of the merger agreement, NorthStar Healthcare's stockholders will receive $3.03 per share in cash. This per share consideration exceeds the net asset value per share of $2.96 determined by NorthStar Healthcare's board of directors as of June 30, 2024.

Reported Earlier, Welltower To Acquire Northstar Healthcare Income For $900M, Paying $3.03 Per Share In Cash

Reported Earlier, Marcus & Millichap Arranges $89.6M Financing For Two New Apartment Projects Near Minneapolis

&#x25AA; Nokia issues full year 2025 outlook on an organic basis. Nokia expects comparable operating profit of between EUR 1.9 billion and 2.4 billion and free cash flow conversion from comparable operating profit of between 50% and 80%.

Nokia 2025 Outlook: Expects Comparable Operating Profit Of €1.9B–€2.4B And Free Cash Flow Conversion Of 50%–80%

Business Outlook
ST's guidance, at the mid-point, for the 2025 first quarter is:
<ul>
<li>Net revenues are expected to be $2.51 billion, a decrease of 24.4% sequentially, plus or minus 350 basis points.</li>
<li>Gross margin of 33.8%, plus or minus 200 basis points.</li>
<li>This outlook is based on an assumed effective currency exchange rate of approximately $1.06 = €1.00 for the 2025 first quarter and includes the impact of existing hedging contracts.</li>
<li>The first quarter will close on March 29, 2025.</li>
</ul>

STMicroelectronics Q1 Outlook: Expected Net Revenues Of $2.51B (Vs. $2.76B Est.), Down 24.4% Sequentially; Gross Margin Forecast At 33.8% ± 200 Basis Points

Nokia (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOK#NYSE">NOK</a>) reported quarterly earnings of $0.19 per share which beat the analyst consensus estimate of $0.13 by 47.69 percent. This is a 74.55 percent increase over earnings of $0.11 per share from the same period last year. The company reported quarterly sales of $6.385 billion which beat the analyst consensus estimate of $6.171 billion by 3.46 percent. This is a 3.94 percent increase over sales of $6.143 billion the same period last year.

Nokia Q4 2024 Adj. EPS $0.19 Beats $0.13 Estimate, Sales $6.385B Beat $6.171B Estimate

STMicroelectronics (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/STM#NYSE">STM</a>) reported quarterly earnings of $0.37 per share which missed the analyst consensus estimate of $0.38 by 2.63 percent. This is a 67.54 percent decrease over earnings of $1.14 per share from the same period last year. The company reported quarterly sales of $3.321 billion which beat the analyst consensus estimate of $3.313 billion by 0.24 percent. This is a 22.44 percent decrease over sales of $4.282 billion the same period last year.

STMicroelectronics Q4 2024 GAAP EPS $0.37 Misses $0.38 Estimate, Sales $3.321B Beat $3.313B Estimate

원격 근무와 사무실 근무 의무에 대한 논쟁이 계속되는 가운데, 비바 시스템즈(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VEEV#NYSE">VEEV</a>), 클라우드 기반 소프트웨어 회사가 주목받고 있습. 이는 원격 근무(WFH) 정책을 수용하는 것이 어떻게 <a href="https://www.benzinga.com/top-stories/24/09/40887347/amazon-to-cut-management-layers-end-work-from-home" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">성공적인 전략이 될 수 있는지</a>를 보여주는 대표적인 사례이다.
비바는 2024년 원격 채용 공고가 가장 많았으며 연간 급여가 55,000~300,000달러에 달하는 역할을 제공했다고 포춘(Fortune)이 <a href="https://fortune.com/2025/01/24/veeva-most-remote-job-postings-wfh-rto/" target="_blank" rel="noreferrer noopener">보도</a>하며 플렉스잡스(FlexJobs)를 인용했다. 이는 유연성을 추구하는 구직자들에게 회사를 매우 매력적으로 만들었다. 특히 고용 시장이 보수가 좋은 원격 기회에 여전히 굶주려 있기 때문에 더욱 그렇다.
원격 근무가 주식 수익률을 높일까?
비바의 원격 근무 성공 사례는 직원들에게만 이로운 것이 아니라, 포춘이 덧붙인 바와 같이 건전한 비즈니스 전략이기도 하다. 연구에 따르면, 원격 근무 옵션을 제공하는 회사들이 더 나은 주식 수익률을 기록하고 더 높은 질의 인재를 유치하는 경향이 있다.
멜버른 대학교의 금융학 조교수 가브리엘레 라탄지오(Gabriele Lattanzio)가 발표한 <a href="https://editorialexpress.com/cgi-bin/conference/download.cgi?db_name=SIEP2021&amp;paper_id=58" target="_blank" rel="noreferrer noopener">논문</a>에 따르면, 원격 근무를 제공하는 회사들이 시장을 초과하여 7.44% 더 높은 수익률을 기록했다.
이러한 회사들은 또한 더 좋은 수익 결과와 긍정적인 주가 반응을 보였다.
<a href="https://pro.benzinga.com/?gspk=YWRhbWVja2VydDUzMzY&amp;gsxid=zBMR4PKmcgBw" target="_blank" rel="noreferrer noopener">벤징가 프로</a>에 따르면, VEEV 주식은 지난 1년 동안 7% 이상 상승했다. 투자자들은 First Trust Nasdaq Lux Digital Health Solutions ETF(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EKG#NASDAQ">EKG</a>)를 통해 이 주식에 투자할 수 있다.
비바의 원격 근무 유연성 vs JP모건의 사무실 의무:
2007년에 설립된 비바의 원격 중심 접근 방식은 회사의 문화에 처음부터 뿌리내려 있었다. 창립자들이 회사 초기 몇 년 동안 서로 다른 도시에서 운영되었기 때문이다.
하지만 비바의 전략은 직원의 반발에 직면한 JP모건 체이스 &amp; 컴퍼니(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JPM#NYSE">JPM</a>)와는 뚜렷한 대조를 이룬다. JP모건은 최근 직원들에게 주 5일 사무실 복귀를 요구하는 의무를 부과하여 큰 반발을 사고 있다. 이는 포춘이 이달 초 보도한 바 있다.
JPM 주식은 지난 1년 동안 53% 이상 상승했다. 투자자들은 iShares U.S. Financial Services ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IYG#NYSE">IYG</a>)를 통해 이 주식에 투자할 수 있다.
실제로 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>), 마이크로소프트(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) 및 골드만삭스 그룹(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GS#NYSE">GS</a>)과 같은 주요 기업들은 직원들의 광범위한 저항에도 불구하고 사무실 복귀(RTO) 정책을 추진하고 있다.
이 회사의 직원들은 불만을 표시하며, 일부는 청원이나 퇴사를 통해 항의하기도 했다고 포춘이 덧붙였다.
일의 미래: 원격 근무가 자리잡을 수 있을까?
연구에 따르면, 주 2일 재택 근무를 하는 직원들은 매일 사무실에 출근하는 직원들과 동일한 생산성을 보인다고 한다. 이는 포브스가 Resume.org의 설문조사를 인용하여 보도한 내용이다. 그럼에도 불구하고, 28%의 비즈니스 리더가 2025년까지 100% 대면 근무를 강제할 계획인 반면, 2%만이 주 1일 미만의 사무실 근무를 허용할 것이다.
일의 미래가 진화함에 따라, 비바의 원격 근무를 통한 직원 행복과 생산성에 대한 집중은 점점 더 경쟁이 치열해지는 노동 시장에서 회사를 차별화하고 있다.

다음 읽기:
<a href="https://www.benzinga.com/markets/equities/25/01/43216784/doug-ford-takes-on-trump-ontario-premier-threatens-swift-retaliation-in-trade-war">더그 포드가 트럼프에게 도전: 온타리오 주지사가 무역 전쟁에서 신속한 보복을 위협합니다</a>
이미지 출처: Shutterstock
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