Federal National Mortgage 주식 (OTC: FNMA)

에 대한 최신 뉴스 Federal National Mortgage (OTC:FNMA) 주식

FANNIE MAE

Federal National Mortgage Association Fannie Mae is a source of financing for mortgages in the United States. The company has two segments namely the Single-Family business that operates in the secondary mortgage market relating to single-family mortgage loans, which are secured by properties containing four or fewer residential dwelling units and the Multifamily business operates in the secondary mortgage market relating mainly to multifamily mortgage loans, which are secured by properties containing five or more residential units. The majority of the revenue is derived from the Single-Family segment.

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MSTR

미국 연방주택금융청(FHFA)의 윌리엄 풀트(William Pulte) 국장은 수요일(25일) 역사적인 결정으로서 암호화폐를 모기지 자산으로 인정하는 계획을 발표했다. 이는 도널드 트럼프 대통령의 미국을 글로벌 암호화폐 허브로 만들겠다는 비전과 일치한다.

美 연방주택금융청, 패니메이·프레디맥에 대출 심사 시 암호화폐도 자산으로 반영 지시

Homepages of Fannie Mae (the Federal National Mortgage Association) and Freddie Mac (the Federal Home Loan Mortgage Corporation)  Portland,,Or,,Usa,-,Apr,12,,2022:,Homepages,Of,Fannie

Movers

모기지 대기업 패니메이(OTCQB:FNMA)와 프레디맥(OTCQB:FMCC)는 목요일(22일) 도널드 트럼프 대통령이이들 기업을 상장하는 것을 진지하게 고려하고 있다는 소식에 주가가 폭등했다.

패니메이 및 프레디맥, 트럼프의 민영화 발언 후 주가 40~50% 폭등

Financing

도널드 트럼프 대통령은 수요일(21일) 모기지 금융 대기업 패니메이(Fannie Mae)와 프레디맥(Freddie Mac)을 상장하는 것에 대해 &#34;매우 진지하게 고려하고 있다&#34;고 발표하며 정부 지원 기업의 민영화 가능성을 시사했다.

트럼프, 패니메이와 프레디맥 민영화 검토 중···&#34;수익성 좋은 지금이 적기&#34;

Federal National Mortgage Association Fannie Mae

<a href="https://x.com/pulte/status/1938280767370502643">https://x.com/pulte/status/1938280767370502643</a>
<figure class="image"><img src="https://pbs.twimg.com/media/GuYoFToWkAAHf6p?format=jpg&amp;name=small" alt="Image" /></figure>

U.S. Director Of Federal Housing FHFA Bill Pulte Posts On X "One of Fannie & Freddie's most undervalued assets is a little known company "CSS". It being little known changes TODAY! We've created U.S. Fin Tech to hold CSS and sell our MBS Fin Tech Services to others - thanks to President Trump, this will unlock so much value for America!"

In a landmark decision, Federal Housing Finance Agency Director William Pulte announced plans to consider cryptocurrency as a mortgage asset on Wednesday, aligning with President Donald Trump&#8217;s vision of making the U.S. a global crypto hub.
What Happened: Pulte took to X, directing federally backed mortgage giants Fannie Mae (OTC:<a class="ticker" href="https://www.benzinga.com/stock/FNMA#OTC">FNMA</a>) and Freddie Mac (OTC:<a class="ticker" href="https://www.benzinga.com/stock/FMCC#OTC">FMCC</a>)&nbsp;to prepare their businesses to&nbsp;count cryptocurrency as an asset&nbsp;for a mortgage. 
Pulte said the decision was undertaken after &#8220;significant studying&#8221; and in line with Trump&#8217;s vision of making America the <a href="https://in.benzinga.com/markets/cryptocurrency/25/02/43836911/trump-reiterates-resolve-to-make-us-the-crypto-capital-critic-labels-idea-of-bitcoin-reserve-legislation-absurd">crypto capital of the world</a>.
The directive asked Fannie and Freddie to consider only those assets that can be stored on a U.S.-regulated cryptocurrency exchange, subject to applicable laws.
FHFA said that the new consideration could enable Fannie and Freddie to assess the full spectrum of assets available for reserves and facilitate &#8220;sustainable homeownership to creditworthy borrowers.&#8221;
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">After significant studying, and in keeping with President Trump's vision to make the United States the crypto capital of the world, today I ordered the Great Fannie Mae and Freddie Mac to prepare their businesses to count cryptocurrency as an asset for a mortgage. SO ORDERED <a href="https://t.co/Tg9ReJQXC3">pic.twitter.com/Tg9ReJQXC3</a>
&mdash; Pulte (@pulte) <a href="https://twitter.com/pulte/status/1937944964656152800?ref_src=twsrc%5Etfw">June 25, 2025</a></blockquote>
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Fannie and Freddie play a crucial role in the U.S. mortgage market and both set the industry standards that all other home lenders follow.
See Also:&nbsp;<a href="https://benzinga.com/crypto/cryptocurrency/25/06/46107720/trump-family-backed-world-liberty-financial-plans-to-launch-a-new-app-that-will-make-it-easy-for-lay-investors-to-use-crypto" target="_blank" rel="noreferrer noopener">Trump Family-Backed World Liberty Financial Plans To Launch A New App That Will Make It Easy For Lay Investors To Use Crypto</a>
Why It Matters: The directive comes just a day after Michael Saylor offered help with&nbsp;Strategy Inc.‘s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>) Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) Credit Model to support the consideration by FHFA. 
Saylor congratulated Pulte on the development, deeming it the moment when Bitcoin &#8220;entered the American dream.&#8221; However, it should be noted that the directive was not restricted to Bitcoin.
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Congratulations. Future generations will remember this as the moment Bitcoin entered the American dream.
&mdash; Michael Saylor (@saylor) <a href="https://twitter.com/saylor/status/1937971901835387334?ref_src=twsrc%5Etfw">June 25, 2025</a></blockquote>
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This move comes after the U.S. housing market recorded its slowest May for existing-home sales since 2009. According to the&nbsp;<a href="https://www.benzinga.com/news/macro-notification/25/06/46070420/us-home-sales-sink-to-slowest-may-since-2009-as-mortgage-rates-and-record-prices-keep-buyers-on-the-sidelines">National Association of Realtors</a>, sales slipped 0.7% from a year earlier to an annual rate of 4.03 million, leaving activity about 25% below pre-pandemic norms.
Price Action:&nbsp; At the time of writing, BTC was exchanging hands at $107,727.37, up 1.41% in the last 24 hours, according to&nbsp;<a href="https://pro.benzinga.com/dashboard?_gl=1&#x2A;380nj0&#x2A;_ga&#x2A;MTEyOTAyOTcxMy4xNzEzMzY0NTYy&#x2A;_ga_V7ZK73W7N0&#x2A;MTcxNDk4MzIzMi42LjEuMTcxNDk4OTE0Ni4wLjAuMA.." target="_blank" rel="noreferrer noopener">data from Benzinga Pro</a>.&nbsp;
Shares of Strategy were up 0.19% in after-hours trading after closing 4.33% higher at $154.31 during Wednesday&#8217;s regular trading session.
MSTR stock demonstrated a strong Momentum score but ranked low in Growth and Value. Visit <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound" target="_blank" rel="noreferrer noopener">Benzinga Edge Stock Rankings</a>. to compare the top cryptocurrency stocks based on these parameters. 
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img loading="lazy" decoding="async" width="557" height="346" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/26021419/image-392.png" alt="" class="wp-image-962566" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/26021419/image-392.png 557w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/26021419/image-392-300x186.png 300w" sizes="(max-width: 557px) 100vw, 557px" /></a></figure>
Photo Courtesy: sundaemorning on Shutterstock.com
Read Next: 
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<li><a href="https://benzinga.com/crypto/cryptocurrency/25/06/45995223/genius-stablecoin-bill-clears-senate-but-trumps-crypto-profits-loom-over-momentum" target="_blank" rel="noreferrer noopener">GENIUS Stablecoin Bill Clears Senate But Trump's Crypto Profits Loom Over Momentum</a></li>
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Fannie And Freddie Directed To Consider Crypto Mortgages By US Housing Regulator, But Michael Saylor Thinks It's Only Bitcoin That Has 'Entered The American Dream'

<a href="https://www.bloomberg.com/news/articles/2025-06-25/fannie-freddie-ordered-to-find-ways-to-count-crypto-as-an-asset?srnd=homepage-americas" title="https://www.bloomberg.com/news/articles/2025-06-25/fannie-freddie-ordered-to-find-ways-to-count-crypto-as-an-asset?srnd=homepage-americas">https://www.bloomberg.com/news/articles/2025-06-25/fannie-freddie-ordered-to-find-ways-to-count-crypto-as-an-asset?srnd=homepage-americas</a>

Reported Earlier: 'Fannie, Freddie Ordered To Find Ways To Count Crypto As An Asset' -Bloomberg

The U.S. housing finance landscape may be on the brink of a huge shift as Federal Housing Finance Agency (FHFA) Director Bill Pulte, appointed in March 2025 under President Donald Trump, announced plans to study cryptocurrency holdings, including Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>), for mortgage qualifications.
Check out the current price of <a href="https://benzinga.com/quote/fnma">FNMA stock here</a>.
What Happened: This move has sparked widespread interest and debate, with Strategy Inc.&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>) Michael Saylor stepping forward to offer Strategy's (formerly MicroStrategy) Bitcoin Credit Model to support the initiative.
Pulte, a known Bitcoin advocate and grandson of Pulte Homes' founder, oversees the FHFA, which regulates $7.5 trillion in mortgage-backed securities through Fannie Mae (OTC:<a class="ticker" href="https://www.benzinga.com/stock/FNMA#OTC">FNMA</a>) and Freddie Mac (OTC:<a class="ticker" href="https://www.benzinga.com/stock/FMCC#OTC">FMCC</a>).
His post has ignited hope among crypto enthusiasts. &#8220;We will study the usage of cryptocurrency holdings as it relates to qualifying for mortgages,&#8221; with Saylor responding by sharing a model assessing BTC risk based on price volatility, loan duration, and collateral coverage.
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">We have developed a BTC Credit model that we are happy to share. It takes into account Loan Duration, Collateral Coverage, BTC Price, BTC Volatility, and BTC ARR outlook to generate statistical BTC Risk and BTC Credit spreads. Try it now on our website:<a href="https://t.co/uTlyGWdoMu">https://t.co/uTlyGWdoMu</a>
&mdash; Michael Saylor (@saylor) <a href="https://twitter.com/saylor/status/1937425039114272842?ref_src=twsrc%5Etfw">June 24, 2025</a></blockquote>
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Meanwhile, the Bitcoin Policy Institute <a href="https://www.btcpolicy.org/articles/the-powerful-fannie-mae-policy-change-to-unlock-bitcoin-based-mortgages">hails</a> this as a potential game-changer, noting that 14% of Americans own Bitcoin, while close to 28% of Americans are said to own some kind of cryptocurrency. 
A tweak to Fannie Mae's Selling Guide to recognize Bitcoin as collateral could unlock homeownership for millions, aligning with Trump's vision to make the U.S. the "Bitcoin Capital of the planet."
See Also: <a href="https://www.benzinga.com/real-estate/25/06/46088531/too-many-home-sellers-fewer-buyers-experts-predict-housing-prices-to-fall-in-2025-without-a-fed-put-i">Too Many Home Sellers, Fewer Buyers: Experts Predict Housing Prices To Fall In 2025 Without A Fed Put In Place</a>
Why It Matters: As highlighted by the Bitcoin Policy Institute, due to Fannie Mae and Freddie Mac&#8217;s significant financial influence in the mortgage market and indirect control by government entities, both set the industry standards that all other home lenders follow.
Fannie Mae and Freddie Mac&#8217;s securitization guidelines for lenders often become the unofficial rules for the entire mortgage industry.
&#8220;If Fannie Mae amended key language in their Selling Guide (SEL-2022-04) on virtual currencies, it would unlock the ability for Americans to use bitcoin as collateral for home loans,&#8221; stated the Bitcoin Policy Institute note.
Price Action: 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, rose on Tuesday. The SPY was up 1.10% at $606.78, while the QQQ advanced 1.53% to $539.78, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a> data.
The futures of the S&amp;P 500, Dow Jones and the Nasdaq 100 indices were flat on Wednesday.
Read Next:
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<li><a href="https://www.benzinga.com/markets/25/06/46042382/mark-cuban-corrects-elizabeth-warren-as-she-slams-jnj-pfe-for-higher-prices-and-zero-taxes-on-big-ph" target="_blank" rel="noreferrer noopener">Mark Cuban Corrects Elizabeth Warren As She Slams JNJ, PFE For Higher Prices And Zero Taxes On Big Pharma: ‘PBMs Corrupt Healthcare'</a></li>
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Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: Shutterstock

Michael Saylor Offers BTC Credit Model As Bill Pulte Pushes Crypto For Fannie Mae, Freddie Mac: Could Bitcoin Soon Count Toward Mortgage Qualification?

Arthur Hayes, Chief Investment Officer of Maelstrom and co-founder of BitMEX, stuck to his $250,000 year-end price target and $1 million by 2028 for Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) in a recent interview, driven by trillions worth of fiat liquidity injection.
What Happened: In an interview dated June 17, Hayes was asked if he maintains the projection he has made quite frequently in the last few months.
&#8220;I think that we get&nbsp;to $250,000 by the end&nbsp;of the year. It&#8217;ll&nbsp;be bumpy along the way,&nbsp;obviously, but that&#8217;s&nbsp;sort of my end-of-year price&nbsp;target,&#8221; the Bitcoin bull responded.
Hayes stated that the increase in credit and fiat liquidity, particularly from <a href="https://www.benzinga.com/money/fannie-mae-vs-ginnie-mae">U.S. mortgage entities</a> Fannie Mae (OTC:<a class="ticker" href="https://www.benzinga.com/stock/FNMA#OTC">FNMA</a>) and Freddie Mac (OTC:<a class="ticker" href="https://www.benzinga.com/stock/FMCC#OTC">FMCC</a>), would eventually find its way into the cryptocurrency market, driving up Bitcoin&#8217;s price.
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&#8220;They&#8217;re going to print in the realm of $9 trillion-ish dollars between now and and that period of time [2028]. Fanny and Freddy, the government support entities that are allowed to create mortgages in the US, will print $5 trillion,&#8221; he said.
He added that banks would end up purchasing somewhere around $1 trillion and due to the <a href="https://www.benzinga.com/etfs/sector-etfs/25/06/45716143/trump-administration-set-to-ease-big-bank-rules-in-major-rollback-since-2008-crisis-here-are-the-stocks-and-etfs-investors-could-consider">supplementary leverage ratio exemption</a>, they will be able to lend more. 
&#8220;And so you&#8217;re going to see the amount of loans going to manufacturing firms increase which is again an increase in credit and that will make its way into crypto as well,&#8221; Hayes remarked.
On the topic of Strategic Bitcoin Reserve, Hayes argued it won&#8217;t be &#8220;politically palable&#8221; for the government to buy Bitcoin. 
&#8220;If you create all this money and you could spend it on anything you want, surely spending it on buying Bitcoin is probably not going to be the best way to get votes,&#8221; he said. See Also:&nbsp;<a href="https://benzinga.com/markets/cryptocurrency/24/12/42716882/dogecoin-could-surge-7185-in-2025-top-analyst-delivers-bold-forecast-is-23-in-the-cards-for-the-good-boy" target="_blank" rel="noreferrer noopener">Dogecoin Could Surge 7185% In 2025, Top Analyst Delivers Bold Forecast: Is $23 In The Cards For The Good Boy? &#8211; Benzinga</a>
Why It Matters: Hayes has emphasized the importance of <a href="https://www.benzinga.com/markets/cryptocurrency/25/03/44510762/arthur-hayes-on-bitcoin-trading-focus-on-fiat-liquidity-not-price-targets">fiat liquidity growth</a> over specific price targets for Bitcoin, advising traders to consider the expectations and realities of money printing.
He remains <a href="https://www.benzinga.com/crypto/25/06/46045060/bitcoin-ethereum-dogecoin-fall-as-us-involvement-in-iran-israel-war-threatens-oil-prices-spike-arthur-hayes-says-weakness-shall-pass-and-btc-will-show-its-safe-haven-status">confident about Bitcoin&#8217;s potential</a> despite the leading cryptocurrency&#8217;s recent dip below $100,000 due to geopolitical tensions.
&#8220;This weakness shall pass and BTC will leave no doubt as to its safe haven status,&#8221; he said.
Price Action:&nbsp; At the time of writing, BTC was exchanging hands at $106,474.53, up 0.66% in the last 24 hours, according to&nbsp;<a href="https://pro.benzinga.com/dashboard?_gl=1&#x2A;380nj0&#x2A;_ga&#x2A;MTEyOTAyOTcxMy4xNzEzMzY0NTYy&#x2A;_ga_V7ZK73W7N0&#x2A;MTcxNDk4MzIzMi42LjEuMTcxNDk4OTE0Ni4wLjAuMA.." target="_blank" rel="noreferrer noopener">data from Benzinga Pro</a>.
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<li><a href="https://www.benzinga.com/crypto/cryptocurrency/25/06/46045741/rich-dad-poor-dad-author-robert-kiyosaki-warns-of-global-debt-collapse-urges-buying-gold-silver-bitcoin">&#8216;Rich Dad Poor Dad&#8217; Author Robert Kiyosaki Warns Of Global Debt Collapse, Urges Buying Gold, Silver, Bitcoin</a></li>
</ul>
Photo: Shutterstock

Macro Economic Events

Economics

Arthur Hayes Doubles Down On $250,000 Bitcoin Call — Sees $1 Million By 2028

Fannie Mae (Federal National Mortgage Association) (OTCQB:<a class="ticker" href="https://www.benzinga.com/stock/FNMA#OTCQB">FNMA</a>) and Freddie Mac (OTCQB:<a class="ticker" href="https://www.benzinga.com/stock/FMCC#OTCQB">FMCC</a>) might finally be headed for an exit from government conservatorship, almost 17 years after being taken over by the federal government in the <a href="https://www.benzinga.com/markets/25/01/42808169/hedge-fund-star-who-profited-big-in-2008-financial-crisis-is-betting-big-on-current-market-volatility-risk-prices-have-come-down">2008 financial crisis.</a>
The two giant housing finance companies, long lingering in regulatory limbo, are again generating investor enthusiasm as word circulates that President Donald Trump is considering allowing them to return to public markets.
Also Read: <a href="https://www.benzinga.com/etfs/sector-etfs/25/06/46001274/alibabas-high-speed-comeback-the-ai-commerce-cocktail-lifting-etf-hopes?utm_campaign=Watchlist&amp;utm_source=Benzinga&amp;utm_medium=Email">Alibaba&#8217;s High-Speed Comeback: The AI-Commerce Cocktail Lifting ETF Hopes</a>
With the over-the-counter stocks of Fannie and Freddie skyrocketing so far this year, up over 190% and 140%, respectively, investors are racing to figure out how to position themselves. Although there isn&#8217;t an ETF directly tracking these two government-sponsored enterprises (GSEs), multiple ETFs provide indirect exposure to the changing housing finance story.
<h2 class="wp-block-heading">The ETF Play: Indirect Exposure To GSE Reboot</h2>
No ETF actually owns shares of Fannie or Freddie, as they now trade over the counter and are still under federal control. But the following ETFs would potentially be affected by shifts in their status:
iShares MBS ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MBB#NASDAQ">MBB</a>)
Exposure: Agency mortgage-backed securities
Why it&#8217;s relevant: Fannie and Freddie stand behind many MBS in the U.S. Shocks to their structure, credit health, or guarantees may affect valuations of MBS and yield profiles.
SPDR S&amp;P Regional Banking ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KRE#NYSE">KRE</a>)
Exposure: Mid-sized lenders
Why it&#8217;s relevant: The regional banks are significantly dependent on the GSEs to securitize mortgages and cover their lending risk. A change in Fannie and Freddie&#8217;s business model would impact their credit standards and liquidity.
iShares U.S. Financial Services ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IYG#NYSE">IYG</a>)
Exposure: Broad financials, including mortgage lenders and insurers
Why it&#8217;s relevant: Large mortgage lenders and insurance players might feel knock-on consequences in terms of origination volumes, risk-sharing, and costs if Fannie and Freddie reverse their move back to public companies.
<h2 class="wp-block-heading">Why The Comeback Matters</h2>
Fannie and Freddie are instrumental in the U.S. housing market by buying mortgages from banks and aggregating them into securities. Fannie and Freddie mortgage-backed securities (MBS) are widely owned by banks, insurers, and institutional investors. Following the collapse of the housing market in 2008, the Federal Housing Finance Agency (FHFA) put both GSEs into conservatorship, and profits went directly to the U.S. Treasury.
Today, though, with the housing markets strained, discussions on terminating the conservatorship have revived. A restructured, publicly traded Fannie and Freddie could remake mortgage access, investor perceptions, and the fixed income universe.
As the conservatorship conversation heats up, so too will the spotlight on these ETFs. Because when the twin titans of housing finance make a move, even from the shadows, the entire market listens.
Read Next: 
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<li><a href="https://www.benzinga.com/etfs/sector-etfs/25/06/46004883/homebuilder-etfs-climb-thin-foundation-permits-sentiment-slide">Homebuilder ETFs Climb On Thin Foundation As Permits, Sentiment Slide</a></li>
</ul>
Photo: Mehmet0/Shutterstock

Sector ETFs

ETFs

iShares Trust Dow Jones US Financial Services Index Fund

How To Invest In Fannie Mae's Comeback With Housing-Focused ETFs

Billionaire hedge fund manager Bill Ackman is once again highlighting what he sees as one of the Federal Government&#8217;s most overlooked assets, its stake in mortgage finance giants, the Federal National Mortgage Association (OTC:<a class="ticker" href="https://www.benzinga.com/stock/FNMA#OTC">FNMA</a>) or Fannie Mae, and the Federal Home Loan Mortgage Corporation (OTC:<a class="ticker" href="https://www.benzinga.com/stock/FMCC#OTC">FMCC</a>), or Freddie Mac.
What Happened: Speaking at the 2025 Forbes Iconoclast Summit last week, Ackman called them &#8220;two remarkable businesses,&#8221; referring to their $7 trillion in mortgage guarantees, on which they collect 65 basis points in annual fees. 
According to Ackman, the founder of Pershing Square Holdings Ltd. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/PSHZF#OTC">PSHZF</a>), &#8220;the government's interest in Fannie and Freddie is worth approaching $300 billion,&#8221; but he believes they are not going to give it up, while criticizing their 16-year-long conservatorship which prevents them from operating as private corporations.
Both firms were brought under the control of the Federal Housing Finance Agency (FHFA) following their bailout in 2008, and what was initially intended as a temporary measure to stabilize the housing market has since become a permanent arrangement.
See Also: <a href="https://www.benzinga.com/markets/market-summary/25/06/45829717/us-china-trade-war-american-kids-to-get-fewer-costlier-dolls-this-christmas-heres-why">US-China Trade War: American Kids To Get Fewer, Costlier Dolls This Christmas, Here&#8217;s Why</a>
Ackman, who was short both companies during the 2008 financial crisis, reversed course in 2012 and has since become one of their most prominent advocates. 
He argues that Fannie and Freddie are now well-capitalized and far safer than they were before the crash, and could help offset the ballooning federal deficits if returned to private hands.
Critics of privatization argue that ending government control could push mortgage rates higher, as the removal of an explicit federal guarantee might lead investors to demand a higher risk premium on mortgage-backed securities.
Ackman, however, has pushed back against this, saying that Fannie Mae and Freddie Mac are now much better placed, with capital ratios above 2.5%, compared to 0.45% pre-crisis, which he thinks &#8220;would have been enough during the financial crisis had they not gone into subprime.&#8221;
He also emphasized the systemic protections in place, such as &#8220;a belt, suspenders, another belt, and more suspenders,&#8221; referencing the firms' capital levels, backstops from the Treasury, and robust earnings power.
Why It Matters: Ackman&#8217;s Pershing Square has been the largest common stockholder in both entities for 13 years and has been a vocal advocate for ending the conservatorship for some time.
Recently, he <a href="https://www.benzinga.com/markets/equities/25/06/45764818/bill-ackman-urges-end-to-fannie-mae-freddie-mac-conservatorship-says-will-enable-them-to-operate-more-successfully-and-efficiently">called for the cancellation</a> of $348.2 billion in Senior Preferred Stock liability on the company&#8217;s balance sheets, which he labeled as &#8220;fictitious.&#8221;
He said, &#8220;The government has been paid more than it was contractually owed under the extremely onerous terms of the SPS,&#8221; referring to the $301 billion being paid back of the original $191 billion invested by the government, resulting in an 11.6% annualized return for taxpayers. 
Ackman had, in fact, recommended both companies as investments back in December, saying that he expects them to exit conservatorship <a href="https://www.benzinga.com/general/social-media/24/12/42734220/bill-ackman-sends-fannie-mae-freddie-mac-stocks-soaring-trump-likes-big-deals">under the Trump administration</a>, while adding that he sees &#8220;large asymmetric upside versus downside,&#8221; which sent the stocks soaring.
Just as he had predicted two weeks ago, President Donald Trump said that he was giving &#8220;very serious consideration&#8221; to taking <a href="https://www.benzinga.com/news/financing/25/05/45557031/trump-considers-taking-fannie-mae-freddie-mac-public-calls-mortgage-giants-very-profitable-says-timing-seems-right">Fannie Mae and Freddie Mac public</a>.
&#8220;Fannie Mae and Freddie Mac are doing very well, throwing off a lot of CASH, and the time would seem to be right,&#8221; Trump said.
Price Action: Shares of Pershing Square Holdings were down 0.31% on Friday, trading at $52.62, while Fannie Mae and Freddie Mac were up 0.67% and 4.17% during the day, respectively.
Photo Courtesy: Tada Images on Shutterstock.com
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</ul>
<figure class="wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio"> 
<div class="wp-block-embed__wrapper">
<iframe loading="lazy" title="Billionaire Bill Ackman&#039;s Key to Long Term Investment Success" width="500" height="281" src="https://www.youtube.com/embed/X_D_JbcxM5M?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
</div>
</figure>

Equities

PSHZF

Bill Ackman Says US Sitting On A $300 Billion Gold Mine With Freddie Mac And Fannie Mae—But 'The Government's Not Going To Give It Up'

Billionaire hedge fund manager Bill Ackman is advocating for Fannie Mae (OTC:<a class="ticker" href="https://www.benzinga.com/stock/FNMA#OTC">FNMA</a>) and Freddie Mac (OTC:<a class="ticker" href="https://www.benzinga.com/stock/FMCC#OTC">FMCC</a>) to exit federal conservatorship, a status they've held since the 2008 financial crisis, arguing it would benefit the U.S. housing finance system.
What Happened: In a detailed post on X, Ackman, whose Pershing Square has been the largest common stockholder of both companies for 13 years, specifically calls for the cancellation of the $348.2 billion Senior Preferred Stock (SPS) liability on the companies' balance sheets, labeling it a "fictitious" figure that distorts economic reality.
A federal conservatorship refers to a legal process where a government agency takes control of a private entity, typically a financial institution, to stabilize it, protect its stakeholders, and ensure it can continue to operate during a crisis. Fannie Mae and Freddie Mac have been in conservatorship since 2008.
&#8220;We believe that F2&#8217;s exit from conservatorship will enable the GSEs (Government-Sponsored Enterprises) to operate more successfully and efficiently, with more stable management and at lower cost, greatly benefiting our housing finance system,&#8221; he said.
Meanwhile, an SPS liability mandates a company to prioritize payments to the senior preferred stockholder, the U.S. Treasury, in this case, over other stakeholders.
Ackman claims the government has been overpaid, stating, "F2 repaid $301 billion of the original $191 billion invested by the government," generating an 11.6% return for taxpayers.
According to him, the SPS balance, inflated by the Obama-era 2012 Net Worth Sweep, which siphoned all profits to the Treasury, preventing the companies from achieving their full market value.
"The government has been paid more than it was contractually owed under the extremely onerous terms of the SPS," Ackman asserts, emphasizing that canceling this liability isn't a gift to shareholders but a necessary correction. 
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Recently, there have been a number of media stories suggesting that Fannie Mae and Freddie Mac (together referred herein as "F2") shareholders are seeking forgiveness of money that is ostensibly owed by F2 to the government in connection with their potential release from…
&mdash; Bill Ackman (@BillAckman) <a href="https://twitter.com/BillAckman/status/1930108923131945257?ref_src=twsrc%5Etfw">June 4, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
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See Also:&nbsp;<a href="https://www.benzinga.com/markets/treasuries/25/06/45739830/us-dollar-decouples-with-10-year-treasuries-as-trade-tensions-change-long-standing-relationships-between-asset-classes">US Dollar Decouples With 10-Year Treasuries As Trade Tensions Change Long-Standing Relationships Between Asset Classes</a>
Why It Matters: The move would also benefit taxpayers, highlights Ackman, as the government holds a 79.9% stake in Fannie and Freddie via warrants, ensuring significant returns on any value increase post-conservatorship.
Ackman warns, "No private sector investor will invest in F2 if the government can unilaterally revise the terms of F2's liabilities at will," underscoring the need for trust in the market.
Thus, he believes that releasing Fannie Mae and Freddie Mac from conservatorship and canceling their SPS liability will enable them to operate more efficiently, reduce costs, and stabilize the housing finance system, ultimately benefiting the housing market.
Price Action: 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, rose on Tuesday. The SPY was up 0.57% at $596.09, while the QQQ advanced 0.78% to $527.30, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a> data.
The futures of the S&amp;P 500, Dow Jones and the Nasdaq 100 indices were flat on Wednesday.
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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. 
Photo courtesy: Tada Images / Shutterstock.com

Politics

Bill Ackman Urges End To Fannie Mae, Freddie Mac Conservatorship: Says Will Enable Them To 'Operate More Successfully And Efficiently'

Federal National Mortgage Association (OTCQB:<a class="ticker" href="https://www.benzinga.com/stock/FNMA#OTCQB">FNMA</a>), aka Fannie Mae, shares were trading up 2.09% to $10.77 Wednesday afternoon following an announcement and a statement from President Donald Trump.
What to Know: Shares gained Wednesday after Trump said he was working on taking the housing giants (including Freddie Mac) public, while clarifying that the U.S. Government would retain its implicit guarantees.
Trump, in a Truth Social <a href="https://truthsocial.com/@realDonaldTrump/posts/114582141732207441">post</a> late Tuesday, expressed his intent to &#8220;TAKE THESE AMAZING COMPANIES PUBLIC&#8221; and emphasized his continued oversight as president.
Separately, Fannie Mae announced the <a href="https://www.fanniemae.com/newsroom/fannie-mae-news/fannie-mae-launches-ai-fraud-detection-technology-partnership-palantir">launch</a> of its AI-powered Crime Detection Unit in partnership with Palantir Technologies Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>). This collaboration is set to enhance Fannie Mae&#8217;s fraud detection capabilities using leading AI-enabled financial crimes data science. 
The company believes this new platform will detect and prevent mortgage fraud with unprecedented speed and precision, ultimately saving the U.S. housing market millions in future losses. 
Fannie Mae Chairman William J. Pulte <a href="https://www.fanniemae.com/newsroom/fannie-mae-news/fannie-mae-launches-ai-fraud-detection-technology-partnership-palantir">stated</a>, &#8220;In partnership with Palantir, Fannie Mae's Crime Detection Unit will increase safety and soundness by rooting out bad actors in our housing system.&#8221; Palantir's CEO Alex Karp called the partnership a &#8220;revolution in how we combat mortgage fraud in this country.&#8221;
Read Also: <a href="https://www.benzinga.com/news/25/05/45648088/coreweave-crwv-stock-pulls-back-from-all-time-high-whats-driving-the-volatility">CoreWeave Stock Pulls Back From All-Time High: What&#8217;s Driving The Volatility?</a>
<h1 class="wp-block-heading">How To Buy FNMA Stock</h1>
Besides going to a brokerage platform to purchase a share — or fractional share — of stock, you can also gain access to shares either by buying an exchange traded fund (ETF) that holds the stock itself, or by allocating yourself to a strategy in your 401(k) that would seek to acquire shares in a mutual fund or other instrument.
For example, for Federal National Mortgage, it is in the Financials sector. An ETF will likely hold shares in many liquid and large companies that help track that sector, allowing an investor to gain exposure to the trends within that segment.
According to data from&nbsp;<a href="https://benzinga.grsm.io/register174">Benzinga Pro</a>, FNMA has a 52-week high of $11.91 and a 52-week low of $1.02.
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Photo: Shutterstock

PLTR

Fannie Mae Stock Jumps On Trump Privatization, Palantir Technologies AI Fraud Unit

Fannie Mae's Crime Detection Unit Will Boost Safety and Soundness and Save Millions by Preventing Future Fraud Losses in U.S. Mortgage Market
WASHINGTON, May 28, 2025 /PRNewswire/ -- Fannie Mae (OTCQB:<a class="ticker" href="https://www.benzinga.com/stock/FNMA#OTCQB">FNMA</a>)&nbsp;announced the launch today of its AI-powered Crime Detection Unit in partnership with leading AI software company Palantir. The new partnership will expand Fannie Mae's fraud detection capabilities with leading AI-enabled financial crimes data science and investigations technology. This foundation will power Fannie Mae's Crime Detection Unit, a new platform that the company believes will help detect and prevent mortgage fraud with speed and precision never before seen in the U.S. housing market. Fannie Mae's Crime Detection Unit's capabilities will save the U.S. housing market millions in future fraud losses.
Palantir designs and deploys artificial intelligence and machine learning technology used by government agencies and commercial clients. The company's technology provides expansive monitoring for anomalous transactions, activities, and behaviors to help companies detect suspicious activity and trigger investigative action.

Contracts

Fannie Mae Launches AI-Powered Crime Detection Unit In Partnership With Palantir To Enhance Mortgage Fraud Prevention

<a href="https://www.cnbc.com/live-tv/" title="https://www.cnbc.com/live-tv/">https://www.cnbc.com/live-tv/</a>

FICO

Live On CNBC FHFA Director Bill Pulte Says: Fannie Mae And Freddie Mac Could Be Worth Trillions of Dollars

Shares of Fannie Mae Inc. (OTCQB:<a class="ticker" href="https://www.benzinga.com/stock/FNMA#OTCQB">FNMA</a>) and Freddie Mac Inc. (OTCQB:<a class="ticker" href="https://www.benzinga.com/stock/FMCC#OTCQB">FMCC</a>) are trading higher Thursday after President Donald Trump said he is seriously considering<a href="https://www.benzinga.com/news/financing/25/05/45557031/trump-considers-taking-fannie-mae-freddie-mac-public-calls-mortgage-giants-very-profitable-says-timing-seems-right"> taking the mortgage giants public. </a>
What To Know: In a Truth Social post, Trump called the government-sponsored enterprises "very profitable" and said the timing "seems right" to privatize them. He added that he would consult with top officials, including Treasury Secretary Scott Bessent and FHFA Director William Pulte, before making a decision.
The rise in both stocks follows years of speculation about the future of Fannie and Freddie, which have remained under federal conservatorship since the 2008 financial crisis. Though profitable and backed by private shareholders, the companies have been under tight government control for more than 15 years. They buy mortgages from lenders and repackage them into mortgage-backed securities, supporting nearly half of the U.S. residential mortgage market.
Trump's remarks come amid recent upheaval at the Federal Housing Finance Agency. Director Pulte recently fired Freddie Mac's CEO, dismissed 14 board members from both institutions, and appointed himself chairman of both entities. The shakeup suggests a shift toward more direct federal control ahead of potential privatization.
The surge also follows a new tender offer from Fannie Mae for its Connecticut Avenue Securities notes and Freddie Mac's latest mortgage rate update showing a slight uptick in 30-year fixed rates to 6.86%. Market watchers also noted support from influential investors like Bill Ackman, who has said the companies are primed to exit conservatorship under a Trump administration.
With no final decision announced, speculation is driving the rally. Traders are reacting to the possibility of long-awaited structural changes at the heart of the U.S. housing finance system, potentially setting the stage for one of the biggest public offerings in years.
Price Action: Fannie Mae shares are up 42.4% at $10.60 and Freddie Mac shares were up 41.1% at $8.00 at the time of writing, according to <a href="https://pro.benzinga.com/dashboard?new_user=False&amp;backend=google-oauth2">Benzinga Pro.</a>
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Image Via Shutterstock.

Fannie Mae, Freddie Mac Stocks Surge On Trump Privatization Remarks: What's Going On?

President Donald Trump announced Wednesday he is giving &#8220;very serious consideration&#8221; to taking mortgage finance giants Fannie Mae and Freddie Mac&nbsp;public, signaling potential privatization of the government-sponsored enterprises.
What Happened: In a Truth Social post, Trump said he will consult with Treasury Secretary Scott Bessent, Commerce Secretary Howard Lutnick, and Federal Housing Finance Agency Director William Pulte before making a decision. &#8220;Fannie Mae and Freddie Mac are doing very well, throwing off a lot of CASH, and the time would seem to be right,&#8221; Trump stated.
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true"><a href="https://t.co/kJK33mcTh3">pic.twitter.com/kJK33mcTh3</a>
&mdash; U.S. Federal Housing (FHFA) (@FHFA) <a href="https://twitter.com/FHFA/status/1925335513386324136?ref_src=twsrc%5Etfw">May 21, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
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The mortgage giants, which underpin approximately half of the U.S. residential mortgage market, have generated substantial cash flows since their 2008 conservatorship, according to Reuters. Both companies operate as for-profit corporations with private shareholders, purchasing home loans from private lenders and repackaging them as mortgage-backed securities.
See Also: <a href="https://www.benzinga.com/news/earnings/25/05/45553121/snowflake-q1-earnings-revenue-eps-beat-estimates-ai-data-cloud-company-sees-25-growth-ahead-shares-climb">Snowflake Q1 Earnings: Revenue, EPS Beat Estimates, AI Data Cloud Company Sees 25% Growth Ahead, Shares Climb</a>
Why It Matters: Fannie Mae and Freddie Mac were placed under Federal Housing Finance Agency conservatorship during the 2008 financial crisis after suffering overwhelming losses from the housing market collapse. The government intervention prevented catastrophic economic effects but maintained federal control over the entities.
FHFA Director Bill Pulte recently fired Freddie Mac CEO Diana Reid and placed senior FHFA officials on administrative leave. Pulte also dismissed 14 board members from both companies and <a href="https://www.benzinga.com/politics/25/03/44436692/fannie-mae-freddie-mac-in-upheaval-as-trump-administration-considers-privatizing-mortgage-giants">appointed himself chairman of both entities</a>.
Billionaire investor Bill Ackman of Pershing Square Capital Management has <a href="https://www.benzinga.com/general/social-media/24/12/42734220/bill-ackman-sends-fannie-mae-freddie-mac-stocks-soaring-trump-likes-big-deals">recommended both companies as investments</a>, stating in December that he expects them to exit conservatorship under the Trump administration. &#8220;Trump likes big deals and this would be the biggest deal in history,&#8221; Ackman wrote.
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.

Trump Considers Taking Fannie Mae, Freddie Mac Public, Calls Mortgage Giants 'Very Profitable,' Says Timing Seems Right

<a href="https://nationalmortgageprofessional.com/news/moodys-downgrades-fannie-and-freddie-following-us-sovereign-credit-cut" title="https://nationalmortgageprofessional.com/news/moodys-downgrades-fannie-and-freddie-following-us-sovereign-credit-cut">https://nationalmortgageprofessional.com/news/moodys-downgrades-fannie-and-freddie-following-us-sovereign-credit-cut</a>

Trading Ideas

'Moody's Downgrades Fannie And Freddie Following U.S. Sovereign Credit Cut' - National Mortgage Professional

<a href="https://www.fanniemae.com/about-us/investor-relations/monthly-summary" title="https://www.fanniemae.com/about-us/investor-relations/monthly-summary">https://www.fanniemae.com/about-us/investor-relations/monthly-summary</a>

Fannie Mae Releases March 2025 Monthly Summary

Rumors

Management

Watching Fannie Mae; Shares Fall From Highs, Social Media Circulations Suggest Omeed Malik Will Be Joining The Board Of Fannie Mae, Effectively Immediately

Watching Fannie Mae; Shares Move Higher, Traders Circulate Social Media Mentions On The Company

Hedge fund titan Bill Ackman&#8217;s Pershing Square Holdings, a closed-end fund listed on the London Stock Exchange, is down 14% year-to-date, owing to tariff-related market volatility.
The losses, however, have only been calculated through April 8th, and don&#8217;t include the massive rally on Wednesday.
What Happened: Ackman&#8217;s fund allocates capital across 8 to 12 stocks, which are usually large-cap, liquid, and North American-based. 
The fund&#8217;s holdings during the past couple of months, comprising Nike Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NKE#NYSE">NKE</a>), Chipotle Mexican Grill Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMG#NYSE">CMG</a>), and Hilton Hotels Corp. (NYSE:&nbsp;HLT), among others, none of which have performed well over the past few months, posting year-to-date declines of 19.48%, 14.96%, and 10.80%, respectively.
See More: <a href="https://www.benzinga.com/25/04/44730103/us-bike-prices-set-to-soar-amid-escalating-china-trade-war">Americans Could Pay 50% More For Bicycles As Trump&#8217;s Tariffs Hit China-Dependent Industry: Report</a>
Even its relatively well-insulated holdings, such as Google-parent 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>) and Howard Hughes Holdings Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HHH#NYSE">HHH</a>), haven&#8217;t performed too well, declining 15.51% and 11% year-to-date, respectively.
Holdings gained during this period include Uber Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NYSE">UBER</a>), Federal National Mortgage Association (OTC:<a class="ticker" href="https://www.benzinga.com/stock/FNMA#OTC">FNMA</a>), and the Federal Home Loan Mortgage Corp. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/FMCC#OTC">FMCC</a>), gaining 15.05%, 75%, and 49.85%, respectively.
Why It Matters: Bill Ackman&#8217;s Pershing Square Holdings has generated a <a href="https://pershingsquareholdings.com/performance/net-asset-value-and-returns/">compounded annual NAV</a> return of 22.2% over the past five years. Ackman is also known for generating one of the industry&#8217;s highest returns of 70.2% in 2020, betting that the market would crash during the COVID-19 pandemic, making $2.2 billion for his investors.
This has positioned him as a trendsetter in the industry, whose portfolio is regularly watched to understand where the market is headed. He is also one of the most outspoken individuals on Wall Street, having made the news several times over the past few days alone.
On Wednesday, Bill Ackman praised Trump for <a href="https://www.benzinga.com/news/global/25/04/44723751/billionaire-investor-bill-ackman-praises-trumps-tariff-pause-thank-you-on-behalf-of-all-americans">pausing the tariffs</a>, before that he <a href="https://benzinga.com/markets/equities/25/04/44661978/bill-ackman-blames-market-collapse-on-tariff-timing-says-trump-advisor-should-be-fired-now-predicts-a-lot-more-than-5-dip">criticized the timing</a> of the tariffs, <a href="https://benzinga.com/government/regulations/25/04/44662730/bill-ackman-slams-commerce-secretary-lutnick-for-ignoring-stock-market-crash-he-and-cantor-are-long-bonds">slammed Commerce Secretary</a> Howard Lutnick, and more, all over the past week. 
Price Action: Pershing Square Holdings stock was up 8.14% on Wednesday, closing at 3,508 GBX, and is down 12.08% year-to-date.
Read More:
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</ul>
Photo courtesy: Shutterstock

GOOG

GOOGL

UBER

Bill Ackman Feels The Sting: Pershing Square Portfolio Down 14% Year-To-Date Amid Tariff Volatility

<a href="https://www.fhfa.gov/news/news-release/fannie-mae-fires-over-100-employees-for-unethical-conduct-including-the-facilitation-of-fraud">https://www.fhfa.gov/news/news-release/fannie-mae-fires-over-100-employees-for-unethical-conduct-including-the-facilitation-of-fraud</a>
 Today, the U.S. Federal Housing Finance Agency (U.S. Federal Housing FHFA) and Fannie Mae issued the following statement:
"In President Trump's housing market, there is no room for fraud, mortgage fraud, or any other deceitful act that can jeopardize the safety and soundness of the housing industry," said William J. Pulte, Chairman of the Board of Directors of Fannie Mae. "Since my swearing-in, we fired over 100 employees from Fannie Mae who we caught engaging in unethical conduct, including facilitating fraud, against our great company. &nbsp;Anyone who commits fraud against Fannie Mae does so against the American people."
"I would like to thank Director Pulte for his empowering of Fannie Mae to root out unethical conduct, including anyone facilitating fraud. We hold our employees to the highest standards, and we will continue to do so," said Priscilla Almodovar, President and Chief Executive Officer of Fannie Mae.

Fannie Mae Fires Over 100 Employees For Unethical Conduct, Including The Facilitation Of Fraud

President Donald Trump's newly appointed director of the Federal Housing Finance Agency Bill Pulte on Thursday fired the CEO of mortgage giant Freddie Mac (OTC:<a class="ticker" href="https://www.benzinga.com/stock/FMCC#OTC">FMCC</a>) and placed two senior FHFA officials on <a href="https://www.benzinga.com/trading-ideas/movers/25/01/43040244/trump-taps-bill-pulte-to-lead-the-federal-housing-finance-agency">administrative leave.&nbsp;</a>
The Details: Pulte fired Freddie Mac CEO Diana Reid and placed FHFA COO Gina Cross and Human Resources Director Monica Matthews on leave, according to <a href="https://www.politico.com/news/2025/03/20/employees-placed-on-leave-at-top-housing-regulator-00240298">a report </a>from Politico.&nbsp;
The moves come after Pulte fired 14 members of Fannie Mae (OTC:<a class="ticker" href="https://www.benzinga.com/stock/FNMA#OTC">FNMA</a>) and Freddie Mac's boards of directors and appointed himself chairman of both companies earlier this week. Antonio White, director of FHFA's Office of Congressional Affairs and Communications, was fired on Monday.
The sources also told Politico that several employees in the FHFA's Office of Consumer Protection, the Office of Statistics and Research and the Office of Equal Opportunity and Fairness were placed on leave and employees in the Office of Minority and Women Inclusion were placed on leave weeks ago, as Pulte guts the agency.
Why It Matters: The shake-up at Fannie Mae and Freddie Mac, which underpin about half of the U.S. residential mortgage market, comes as the Trump administration considers privatizing them. Privatization of the government-controlled entities could benefit private investors but has raised concerns among Democrats and others about potential disruptions to the housing finance market
What Else: Billionaire investor and CEO of Pershing Square hedge fund Bill Ackman recommended the companies<a href="https://www.benzinga.com/general/social-media/24/12/42734220/bill-ackman-sends-fannie-mae-freddie-mac-stocks-soaring-trump-likes-big-deals"> as investments</a> in December and said he sees the potential for Fannie Mae and Freddie Mac to come out of conservatorship under the Trump administration.&nbsp;
&#8220;Trump likes big deals and this would be the biggest deal in history. I am confident he will get it done,&#8221; Ackman wrote in a social media<a href="https://x.com/BillAckman/status/1873818034428694837?ref_src=twsrc%5Etfw"> post</a>.&nbsp;
FNMA, FMCC Price Action: According to data from <a href="https://pro.benzinga.com/?gspk=YWRhbWVja2VydDUzMzY&amp;gsxid=zBMR4PKmcgBw">Benzinga Pro</a>, Fannie Mae shares ended Thursday's session 3.99% higher at $6.26 and Freddie Mac closed up 1.57% at $5.16. Both stocks are moving higher in early in Friday's session, despite large index futures moving lower.&nbsp;
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미국 연방주택금융청(FHFA)의 윌리엄 풀트(William Pulte) 국장은 수요일(25일) 역사적인 결정으로서 암호화폐를 모기지 자산으로 인정하는 계획을 발표했다. 이는 도널드 트럼프 대통령의 미국을 글로벌 암호화폐 허브로 만들겠다는 비전과 일치한다.
무슨 일 있었나: 풀트는 소셜 미디어 엑스(X)를 통해 연방정부 지원 모기지 대기업 프레디맥(OTC:<a class="ticker" href="https://www.benzinga.com/stock/FMCC#OTC">FMCC</a>)과 패니메이(OTC:<a class="ticker" href="https://www.benzinga.com/stock/FNMA#OTC">FNMA</a>)에 암호화폐를 모기지 자산으로 인정하기 위해 사업 준비를 지시했다.
풀트는 이러한 결정이 "심도 있는 연구"를 거쳐 트럼프 대통령의 "미국을 세계 암호화폐 수도로 만들겠다"는 비전에 부합한다고 설명했다.
해당 지침은 패니메이와 프레디맥이 미국 규제 기관이 감독하는 암호화폐 거래소에 보관 가능한 자산만을 고려하도록 요구했다.
FHFA는 새로운 검토를 통해 패니메이와 프레디맥이 준비금으로 활용 가능한 자산의 전체 범위를 평가하고 "신용도 있는 차입자에게 지속 가능한 주택 소유를 촉진하는 데 기여할 수 있다"고 설명했다.
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">
After significant studying, and in keeping with President Trump's vision to make the United States the crypto capital of the world, today I ordered the Great Fannie Mae and Freddie Mac to prepare their businesses to count cryptocurrency as an asset for a mortgage.
SO ORDERED <a href="https://t.co/Tg9ReJQXC3">pic.twitter.com/Tg9ReJQXC3</a>
&mdash; Pulte (@pulte) <a href="https://twitter.com/pulte/status/1937944964656152800?ref_src=twsrc%5Etfw">June 25, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script>
패니메이와 프레디맥은 미국 주택담보대출 시장에서 핵심 역할을 담당하며, 모든 다른 주택 대출 기관이 따르는 산업 표준을 설정한다.
왜 중요한가: 이 지침은 마이클 세일러가 FHFA의 검토를 지원하기 위해 스트레티지(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>)의 비트코인(CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) 신용 모델을 제안한 지 하루 만에 발표되었다.
세일러는 풀트의 결정에 축하를 전하며, 이는 비트코인이 "아메리칸 드림에 들어선 순간"이라고 평가했다. 그러나 이 지침은 비트코인에 한정되지 않았다는 점을 주의해야 한다.
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">
Congratulations. Future generations will remember this as the moment Bitcoin entered the American dream.
&mdash; Michael Saylor (@saylor) <a href="https://twitter.com/saylor/status/1937971901835387334?ref_src=twsrc%5Etfw">June 25, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script>
이러한 조치는 미국 주택 시장이 2009년 이후 가장 느린 5월 기존주택 판매를 기록한 이후에 나왔다. <a href="https://www.benzinga.com/news/macro-notification/25/06/46070420/us-home-sales-sink-to-slowest-may-since-2009-as-mortgage-rates-and-record-prices-keep-buyers-on-the-sidelines" target="_blank" rel="noopener">미국 부동산중개인협회</a>에 따르면 판매량은 전년 동기 대비 0.7% 감소해 연간 403만 건으로, 팬데믹 이전 수준보다 약 25% 낮은 수준을 기록했다.
가격 변동: 이 기사를 작성하는 시점 기준, BTC는 107,727.37달러에 거래되고 있으며, 지난 24시간 동안 1.41% 상승했다.
스트레티지 주가는 수요일 정규장에서 4.33% 상승한 154.31달러로 마감했고 애프터마켓에서 0.19% 상승했다.
<a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound" target="_blank" rel="noreferrer noopener">벤징가 엣지 주식 랭킹</a>에 따르면 MSTR 주식은 강력한 모멘텀 점수를 보였지만 성장과 가치 점수는 낮다.
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img loading="lazy" decoding="async" class="wp-image-962566" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/26021419/image-392.png" sizes="(max-width: 557px) 100vw, 557px" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/26021419/image-392.png 557w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/26021419/image-392-300x186.png 300w" alt="" width="557" height="346" /></a></figure>
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모기지 대기업 패니메이(OTCQB:<a class="ticker" href="https://www.benzinga.com/stock/FNMA#OTCQB">FNMA</a>)와 프레디맥(OTCQB:<a class="ticker" href="https://www.benzinga.com/stock/FMCC#OTCQB">FMCC</a>)는 목요일(22일) 도널드 트럼프 대통령이 <a href="https://www.benzinga.com/news/financing/25/05/45557031/trump-considers-taking-fannie-mae-freddie-mac-public-calls-mortgage-giants-very-profitable-says-timing-seems-right" target="_blank" rel="noopener">이들 기업을 상장하는 것을 진지하게 고려하고 있다</a>는 소식에 주가가 폭등했다.
알아두어야 할 사항: 트럼프는 트루스 소셜 게시물에서 정부 지원 기업들이 &#8220;매우 수익성이 있다&#8221;고 언급하며 민영화할 시기가 &#8220;적절하다&#8221;고 말했다. 그는 결정하기 전에 스콧 베센트 재무장관과 윌리엄 풀트 연방주택금융청(FHFA) 국장 등 고위 관계자들과 상담하겠다고 덧붙였다.
패니메이와 프레디맥 주가 급등은 2008년 금융 위기 이후 연방 관리 하에 있는 두 기업의 미래에 대한 수년간의 추측 이후 나온 것이다. 이들 기업은 수익성이 있고 민간 주주들의 지원을 받고 있지만, 15년 이상 정부의 엄격한 통제 하에 있다. 이들은 대출업체로부터 모기지를 구매하여 이를 모기지 담보 증권으로 재포장하며, 미국 주택 모기지 시장의 거의 절반을 지원한다.
트럼프의 발언은 FHFA에서 최근의 혼란 속에서 나왔다. 풀트 국장은 최근 프레디맥 CEO를 해임하고 두 기관의 이사 14명을 해임했으며, 두 기관의 의장직을 겸임하게 되었다. 이러한 변화는 민영화를 앞둔 연방의 더 직접적인 통제를 시사한다.
또한, 패니메이는 코네티컷 애비뉴 증권 노트에 대한 새로운 입찰 제안을 발표했으며, 프레디맥의 최신 모기지 금리 업데이트에서는 30년 고정 금리가 6.86%로 소폭 상승했다고 밝혔다. 시장 분석가들은 빌 애크먼과 같은 영향력 있는 투자자들의 지지를 주목했다. 애크먼은 이들 기업이 트럼프 행정부 하에서 정부의 관리체제(conservatorship)로부터 벗어날 준비가 되어 있다고 말했다.
최종 결정이 발표되지 않은 상황에서, 추측이 랠리를 이끌고 있다. 트레이더들은 미국 주택 금융 시스템의 중심에서 오랫동안 기다려온 구조적 변화의 가능성에 반응하고 있으며, 이는 수년 간의 가장 큰 공모를 위한 무대를 마련할 수 있다.
주가 움직임: 패니메이 주식은 목요일 50.60% 상승한 11.22달러로 마감했고, 프레디맥은 41.98% 상승한 8.05달러로 마감했다.<a href="https://www.benzinga.com/general/market-summary/25/05/45559926/us-stock-likely-to-open-on-a-mixed-note-after-2-day-fall-we-do-not-see-the-us-economy-dipping-into-a-recession-this-year"> </a>
이미지 제공: Shutterstock
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&#8220;`

도널드 트럼프 대통령은 수요일(21일) 모기지 금융 대기업 패니메이(Fannie Mae)와 프레디맥(Freddie Mac)을 상장하는 것에 대해 &#8220;매우 진지하게 고려하고 있다&#8221;고 발표하며 정부 지원 기업의 민영화 가능성을 시사했다.
무슨 일 있었나: 트럼프는 트루스 소셜 게시물에서 결정을 내리기 전에 스콧 베센트 재무장관, 하워드 러트닉 상무장관, 윌리엄 펄트 연방주택금융청장과 상의할 것이라고 말했다. 트럼프는 "패니메이와 프레디맥은 매우 잘하고 있고, 많은 현금을 쏟아내고 있으며, 지금이 적기인 것 같다"고 말했다.
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">
<a href="https://t.co/kJK33mcTh3">pic.twitter.com/kJK33mcTh3</a>
&mdash; U.S. Federal Housing (FHFA) (@FHFA) <a href="https://twitter.com/FHFA/status/1925335513386324136?ref_src=twsrc%5Etfw">May 21, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script>
로이터 통신에 따르면 미국 주택담보대출 시장의 약 절반을 차지하는 국책 부동산담보 대출기관인 패니메이와 프레디맥은 2008년 관리인 체제 이후 상당한 현금 흐름을 창출해왔다. 두 회사 모두 개인 주주가 있는 영리 회사로 운영되며, 개인 대출 기관으로부터 주택 대출을 매입하여 모기지 담보 증권으로 재포장한다.
왜 중요한가: 패니메이와 프레디맥은 2008년 금융 위기 당시 주택 시장 붕괴로 막대한 손실을 입은 후 연방주택금융청의 관리 하에 놓였다. 정부의 개입으로 파국적인 경제적 영향은 막았지만 두 기관에 대한 연방 정부의 통제는 유지되었다.
최근 빌 펄트 FHFA 국장은 프레디맥의 CEO 다이애나 리드를 해고하고 연방금융청(FHFA) 고위 관리들을 행정 휴직 조치했다. 또한 펄트는 두 회사의 이사회 구성원 14명을 해임하고 <a href="https://www.benzinga.com/politics/25/03/44436692/fannie-mae-freddie-mac-in-upheaval-as-trump-administration-considers-privatizing-mortgage-giants" target="_blank" rel="noopener">자신을 두 회사의 회장으로 임명</a>했다.
억만장자 투자자 퍼싱 스퀘어 캐피털 매니지먼트의 빌 애크먼은 12월에 두 회사가 트럼프 행정부 하에서 관리인 체제를 벗어날 것으로 예상한다며 <a href="https://www.benzinga.com/general/social-media/24/12/42734220/bill-ackman-sends-fannie-mae-freddie-mac-stocks-soaring-trump-likes-big-deals" target="_blank" rel="noopener">두 회사를 투자 대상으로 추천</a>했다. 애크먼은 "트럼프는 큰 거래를 좋아하며 이는 역사상 가장 큰 거래가 될 것&#8221;이라고 썼다.
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트럼프, 패니메이와 프레디맥 민영화 검토 중···"수익성 좋은 지금이 적기"

벤징가는 지난주 <a href="http://www.benzinga.com/trading-ideas" target="_blank" rel="noopener" data-google-interstitial="false">많은 투자자들이 선호하는 주식들</a>의 전망을 조사한 결과를 바탕으로, 다음과 같이 주요 뉴스 몇 가지를 요약했다.
나스닥은 1.6% 하락으로 주간을 마감했고, S&amp;P 500은 1% 하락했으며, 다우는 0.3% 상승했다. 이는 시장이 이전 손실에서 회복을 시도하는 과정에서 발생한 일이다.
강력한 실적과 제롬 파월 연방준비제도 의장의 보다 비둘기파적인 발언이 분위기를 개선하여 미래 금리 인하에 대한 기대를 강화했다. 그러나 금요일에는 중국, 멕시코 및 캐나다에 대한 새로운 미국 관세 우려가 시장에 부담을 주어 변동성을 재차 일으켰다.
백악관 대변인 카롤라인 리빗은 25%와 10%의 관세가 토요일부터 시행될 것이라고 확인하여 <a href="https://www.benzinga.com/25/01/43404983/stocks-trim-deepseek-losses-fed-holds-steady-trump-slaps-25-tariffs-on-canada-mexico-this-week-in-the-markets">경제적 혼란에 대한 우려</a>를 불러일으켰다.
벤징가는 투자자들이 가장 선호하는 주식들에 대한 일일 보고서를 제공한다. 지난주 가장 긍정적(bullish)이고 부정적(bearish)인 포스트 몇 가지를 다시 살펴보겠다.
<h3 class="wp-block-heading">강세 종목들</h3>
"<a href="https://www.benzinga.com/25/01/43196106/rigetti-computing-quantum-stargate">리제티 컴퓨팅, 퀀텀 주식이 스타게이트 프로젝트 발표 후 급등</a>"이라는 Erica Kollmann이 작성한 기사에서는 리제티 컴퓨팅 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RGTI#NASDAQ">RGTI</a>)이 도널드 트럼프가 발표한 프로젝트 스타게이트, 5천억 달러 규모의 AI 투자 계획으로 인해 42% 급등했다고 보도했다. 이 프로젝트는 오라클(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>), 오픈AI, 엔비디아(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) 그리고 소프트뱅크가 지원하며, 인공지능(AI) 데이터 센터 구축 및 컴퓨팅 시스템 향상을 목표로 한다.
"<a href="https://www.benzinga.com/25/01/43293760/shiba-inus-shytoshi-kusama-teases-extremely-powerful-partnership-for-ecosystemcoin-themed-on-mysterious-personality-rallies-25">시바이누의 시토시 쿠사마가 &#8216;매우 강력한 파트너십&#8217;을 암시 — 그를 테마로 한 코인 25% 급등</a>,"라는 Aniket Verma는 시토시 쿠사마(Shitoshi Kusama)의 시바이누(CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/shib/usd">SHIB</a>) 생태계에 대한 주요 파트너십에 대한 비밀스러운 발표를 강조하여 바이낸스스 또는 일론 머스크의 X와의 잠재적인 협력에 대한 추측을 불러일으켰다.
"<a href="https://www.benzinga.com/tech/25/01/43242360/jensen-huang-mania-mirrors-taylor-swift-people-are-camping-outside-retailers-for-nvidia-5000-series-gpus">젠슨 황 열풍이 테일러 스위프트와 닮아: 사람들이 엔비디아 5000 시리즈 GPU 출시를 위해 상점 앞에 줄을 서고 있다</a>,"라는 Chris Katje는 1월 30일 출시를 앞두고 매니아들이 매장 밖에서 캠핑을 하면서 엔비디아 RTX 5000 시리즈 GPU에 대한 수요 급증을 강조하며 이는 테일러 스위프트 상품에 대한 블랙 프라이데이 러시를 연상시킨다.
추가적인 긍정적 의견들은 다음과 같다:
<a href="https://www.benzinga.com/general/social-media/25/01/43277294/visa-stock-moves-higher-as-company-becomes-first-partner-of-musks-xmoney-whats-going-on">비자 주식이 상승한 이유: 머스크의 X머니 첫 파트너가 되다</a>
<a href="https://www.benzinga.com/trading-ideas/movers/25/01/43310673/trump-media-technology-group-stock-jumps-on-expansion-into-financial-services">트럼프 미디어 &amp; 테크놀로지 그룹 주식이 금융 서비스로의 확장으로 급등</a>
<a href="https://www.benzinga.com/25/01/43242497/twilio-set-for-strong-growth-after-key-strategic-shifts-says-analyst">트윌리오의 회복 스토리: 애널리스트가 긍정적으로 전환하고 가격 예측을 상향 조정하다</a>
<h3> </h3>
<h3>약세 종목들</h3>
"<a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/01/43267966/deepseeks-low-cost-model-reshapes-ai-landscape-experts-predict-shift-to-application-layer">딥시크의 저비용 모델이 AI 환경을 재편: 전문가들이 애플리케이션 계층으로의 전환을 예측하다</a>,"의 Piero Cingari가 작성한 이 기사에서는 딥시크(DeepSeek)의 R1 모델이 단 560만 달러로 훈련되어 미국 기술 대기업의 수십억 달러 인공지능(AI) 투자에 도전한다고 보도했다. 골드만삭스는 AI 자본 지출이 인프라에서 애플리케이션으로 전환될 수 있다고 경고하여 어드밴스드 마이크로 디바이시스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>)와 브로드컴(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>)과 같은 기업들에 영향을 미칠 수 있다.
"<a href="https://www.benzinga.com/analyst-ratings/downgrades/25/01/43255575/fannie-mae-freddie-mac-stock-a-considerable-risk-say-analysts-who-downgrade-both-to-underperform">패니매와 프레디맥 주식이 &#8216;상당한 위험&#8217;이라고 평가되다 — 두 주식 모두 언더퍼폼으로 하향 조정된 이유는?</a>"이라는 Erica Kollmann은 분석가들이 대선 후 주식의 급격한 상승에 따라 민영화 시도가 여전히 불확실하기 때문에 목표 가격을 높였음에도 불구하고 위험을 언급하면서 패니매(OTC:<a class="ticker" href="https://www.benzinga.com/stock/FNMA#OTC">FNMA</a>)와 프레디맥(OTC:<a class="ticker" href="https://www.benzinga.com/stock/FMCC#OTC">FMCC</a>)을 언더퍼폼(Underperform)으로 하향 조정했다고 보고했다.
"<a href="https://kr.benzinga.com/news/usa/stocks/%EC%95%84%ED%81%AC-%EC%9D%B8%EB%B2%A0%EC%8A%A4%ED%8A%B8-ai-%EA%B2%BD%EC%9F%81-%EA%B0%80%EC%97%B4-%EC%86%8D-%ED%8C%94%EB%9E%80%ED%8B%B0%EC%96%B4-%EC%A3%BC%EC%8B%9D-1%EC%B2%9C%EB%A7%8C-%EB%8B%AC/" target="_blank" rel="noopener">캐시 우드의 아크 인베스트가 AI 경쟁 심화로 1천만 달러 이상의 팔란티어 주식을 매각하다</a>,"의 Shivdeep Dhaliwal은 딥시크의 AI 경쟁이 치열해지는 가운데 아크 인베스트가 팔란티어 테크놀로지스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NYSE">PLTR</a>)의 주식 127,969주를 1,040만 달러 가치로 매각했다고 보고했다.
더 많은 약세 의견을 보려면 다음 포스트들을 확인:
<a href="https://www.benzinga.com/trading-ideas/technicals/25/01/43238883/stock-of-the-day-nvidia-breaks-support-after-deepseek-ai-disruption">오</a><a href="https://kr.benzinga.com/news/usa/stocks/%EC%98%A4%EB%8A%98%EC%9D%98-%EC%A3%BC%EC%8B%9D-%EC%A4%91%EA%B5%AD%EC%9D%98-%EB%94%A5%EC%8B%9C%ED%81%AC-%EB%93%B1%EC%9E%A5%EC%97%90-%EC%97%94%EB%B9%84%EB%94%94%EC%95%84-%EC%A3%BC%EA%B0%80%EB%8A%94/" target="_blank" rel="noopener">늘의 주식: 딥시크 AI로 인한 충격으로 엔비디아 주식 지지선 붕괴</a>
<a href="https://www.benzinga.com/25/01/43269986/taiwan-semiconductor-bounces-back-after-selloff-risks-remain">대만 반도체 주식이 매도세 후 반등, 미국-대만 칩 파트너십 여전히 관세 위협에 직면</a>
<a href="https://www.benzinga.com/25/01/43287042/amd-downgraded-as-nvidias-arm-cpus-threaten-x86-market-and-long-term-revenue-growth-analyst">AMD가 하향 조정되었고, 이는 딥시크와 관련이 없습니다</a>
 
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벤징가 불스 앤 베어스: 엔비디아, 팔란티어, 리제티 컴퓨팅, 비자 및 시바이누

벤징가는 지난주 <a href="http://www.benzinga.com/trading-ideas" target="_blank" rel="noopener" data-google-interstitial="false">많은 투자자들이 선호하는 주식들</a>의 전망을 조사한 결과를 바탕으로, 다음과 같이 주요 뉴스 몇 가지를 요약했다.
금요일에 나스닥과 S&amp;P 500이 5일간의 하락세를 끝냈지만, 주간 마감 시 S&amp;P 500은 0.48% 하락, 다우는 0.60% 하락, 나스닥은 0.51% 하락했다.
30년물 국채 수익률이 4.8%로 상승하면서 차입 비용 우려가 커졌고, iShares 20+ Year Treasury Bond ETF(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TLT#NASDAQ">TLT</a>)에서 12월 기록적인 자금 유출이 발생했다. 이는 시장이 <a href="https://www.benzinga.com/government/regulations/25/01/42796485/goodbye-santa-rally-tesla-falters-on-deliveries-investors-flee-bonds-ahead-of-trumps-second-term-this-week-in-the-market" target="_blank" rel="noopener" data-google-interstitial="false">새해로</a> 약한 모멘텀을 이어간 결과이다.
한편, 미국 제조업 부문은 12월에 안정화 조짐을 보였으며, ISM 제조업 구매 관리자 지수(PMI)가 49.3%로 상승하여 2024년 4월 이후 최고치를 기록했지만, 여전히 <a href="https://www.benzinga.com/economics/macro-economic-events/25/01/42790042/us-manufacturing-activity-tops-expectations-in-december-rises-to-9-month-highs">아홉 번째 연속적인 축소</a>를 나타냈다.
벤징가는 투자자들이 가장 선호하는 주식들에 대한 일일 보고서를 제공한다. 지난주 가장 긍정적(bullish)이고 부정적(bearish)인 포스트 몇 가지를 다시 살펴보겠다.
<h3 class="wp-block-heading">긍정적인 뉴스</h3>
"<a href="https://kr.benzinga.com/news/usa/stocks/%EB%84%B7%ED%94%8C%EB%A6%AD%EC%8A%A4-%EC%98%A4%EC%A7%95%EC%96%B4-%EA%B2%8C%EC%9E%84-%EC%8B%9C%EC%A6%8C-2%EB%A1%9C-%EA%B8%B0%EB%A1%9D%EC%A0%81%EC%9D%B8-%EB%8D%B0%EB%B7%94-%EC%84%B1%EA%B3%BC/" target="_blank" rel="noopener">넷플릭스, &#8216;오징어 게임&#8217; 시즌 2로 기록적인 데뷔: 시청자 수는?</a>"에서 Chris Katje가 넷플릭스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>)는 &#8220;오징어 게임&#8221; 시즌 2가 첫 주에 6,800만 뷰를 기록하며 회사 기록을 세웠다고 보도했다. NFL 크리스마스 데이 경기 또한 추가적인 가입자 참여를 유도했다.
"<a href="https://www.benzinga.com/markets/cryptocurrency/25/01/42758813/shytoshi-kusama-clears-the-air-on-shiba-inu-role-memecoin-rivalry-our-drive-was-to-overtake-dogecoin">쿠사마 시토시가 시바이누 역할, 밈코인 경쟁에 대해 해명: &#8216;우리의 목표는 도지코인을 능가하는 것이었다&#8217;</a>"에서 Aniket Verma가 쿠사마 시토시는 시바이누(CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/shib/usd">SHIB</a>)가 그가 아니라 료시(Ryoshi)에 의해 창립되었음을 명확히 보도하며, 프로젝트의 초기 비전이 도지코인(CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/doge/usd">DOGE</a>)을 능가하는 것이었다고 공유했다.
"<a href="https://kr.benzinga.com/news/usa/stocks/%ED%8C%A8%EB%8B%88%EB%A7%A4%EC%99%80-%ED%94%84%EB%A0%88%EB%94%94-%EB%A7%A5-%EB%B9%8C-%EC%95%A0%ED%81%AC%EB%A8%BC%EC%9D%98-%EC%A7%80%EC%A7%80-%EB%B0%9C%EC%96%B8-%EC%9D%B4%ED%9B%84-%EC%A3%BC%EA%B0%80-3/" target="_blank" rel="noopener">빌 애크먼이 패니매, 프레디 맥 주식을 급등시킴: &#8216;트럼프는 큰 거래를 좋아한다&#8217;</a>"에서 Erica Kollmann이 빌 애크먼의 패니매 (OTC:<a class="ticker" href="https://www.benzinga.com/stock/FNMA#OTC">FNMA</a>)와 프레디 맥(OTC:<a class="ticker" href="https://www.benzinga.com/stock/FMCC#OTC">FMCC</a>) 주식에 대한 낙관적인 전망을 보도했다. 그는 보존 관리가 도널드 트럼프 행정부 하에 끝날 수 있어 큰 이익을 가져올 가능성이 있다고 언급하며, 투자자들에게 비대칭적 상승 가능성을 강조했다.
추가적인 긍정적인 뉴스는 다음과 같다:
<a href="https://kr.benzinga.com/news/usa/stocks/%EB%B2%A4%EC%A7%95%EA%B0%80%EC%9D%98-%EC%8A%A4%ED%86%A1-%EC%9C%84%EC%8A%A4%ED%8D%BC-%EC%A7%80%EC%88%98-%EC%8B%A4%EC%8A%A4%ED%81%AC-%EB%A6%AC%EC%A0%9C%ED%8B%B0-%EC%BB%B4%ED%93%A8/" target="_blank" rel="noopener">벤징가의 &#8216;스톡 위스퍼&#8217; 지수: 투자자들이 비밀리에 주목하지만 아직 이야기하지 않은 5개 주식</a>
<a href="https://www.benzinga.com/news/econ-s/25/01/42769181/natural-gas-prices-surge-as-arctic-blast-freezes-us-3-stocks-on-the-move">북극 한파로 천연가스 가격이 급등: 3개 주식이 움직임을 보임</a>
<a href="https://kr.benzinga.com/news/usa/stocks/%EA%B3%A8%EB%93%9C%EB%A7%8C%EC%82%AD%EC%8A%A4-%EC%BB%A8%EB%B9%85%EC%85%98-%EB%A6%AC%EC%8A%A4%ED%8A%B8%EC%97%90-3%EA%B0%9C%EC%9D%98-%EC%A3%BC%EC%8B%9D-%EC%B6%94%EA%B0%80-%EB%B0%8F-2025%EB%85%84/" target="_blank" rel="noopener">골드만삭스, 3개 주식을 &#8216;확신 목록&#8217;에 추가하고 2025년에 주목해야 할 5개 시장 동향을 경고함</a>
<h3>부정적인 뉴스</h3>
"<a href="https://kr.benzinga.com/news/usa/stocks/%ED%85%8C%EC%8A%AC%EB%9D%BC%EC%9D%98-%EC%B2%AB-%EB%A7%A4%EC%B6%9C-%EA%B0%90%EC%86%8C%EB%A1%9C-%EC%9B%94%EA%B0%80%EC%9D%98-%EC%9D%98%EA%B2%AC%EC%9D%B4-%EB%B6%84%EC%97%B4-2025%EB%85%84%EC%9D%B4/" target="_blank" rel="noopener">테슬라의 첫 판매 감소가 월스트리트를 갈라놓음: &#8216;2025년이 증명해야 할 해가 될 것</a><a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/01/42777950/teslas-first-sales-drop-splits-wall-street-2025-will-be-the-prove-it-year">&#8216;</a>"에서 Chris Katje가 테슬라(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>)는 4분기 배송 예상치를 밑돌며 분석가들의 혼재된 반응을 보였다고 보도했다. 웨드부시의 다니엘 아이브스는 2025년에 20%-30% 성장 반등을 예측한 반면, 로스 거버는 판매 증대를 위한 할인 의존을 비판했다.
"<a href="https://www.benzinga.com/24/12/42735744/pharma-bro-martin-shkreli-predicts-doom-for-michael-saylors-microstrategy-as-stock-dips-below-300-in-after-hours-trading">마틴 쉬크렐리가 마이크로스트레티지에 대한 청산 예고: 주가가 $300 이하로 하락하고 비트코인은 마이클 세일러 없이는 $250K에 이를 것이라고 예측</a>"에서 Aniket Verma가 마틴 쉬크렐리(Martin Shkreli)는 마이크로스트레티지(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>)의 주가가 $300 이하로 하락하면서 청산 가능성을 경고했다고 보도했으며, 비트코인(CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>)이 공동 창립자 마이클 세일러의 영향력 없이 $250,000에 이를 것이라고 예측했다.
<div class="ticker-wrapper"></div>
"<a href="https://www.benzinga.com/tech/24/12/42699274/boeing-engineers-leave-struggling-planemaker-for-space-companies-report">보잉 엔지니어들이 어려움을 겪고 있는 항공기 제조사를 떠나 우주 회사로 이직: 보도</a>"에서 Anan Ashraf는 보잉(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>)의 엔지니어들이 스페이스X와 블루 오리진과 같은 회사들로 이동하고 있으며, 이는 새로운 항공기 개발을 지연시킬 수 있다고 보도했다. 그러나 보잉은 자발적 이직률이 낮고 경쟁력 있는 급여와 복지를 유지하고 있다고 말했다.
더 많은 부정적인 소식은 다음과 같다:
<a href="https://www.benzinga.com/news/global/25/01/42790373/apple-iphones-lose-ground-in-china-as-subsidies-boost-huawei-domestic-rivals">애플 아이폰이 중국에서 점유율을 잃다: 보조금이 화웨이와 국내 경쟁업체를 강화</a>
<a href="https://www.benzinga.com/general/travel/25/01/42791291/jetblue-fined-2-million-for-chronic-flight-delays-delta-united-rank-among-most-on-time-airlines">제트블루가 &#8216;만성적인 비행 지연&#8217;으로 200만 달러의 벌금을 받다: 델타와 유나이티드가 가장 정시 운항 항공사로 순위</a>
<a href="https://www.benzinga.com/trading-ideas/short-ideas/22/10/29205954/paul-tudor-jones-correctly-predicted-the-1987-stock-market-crash-heres-what-the-billion">폴 튜더 존스가 1987년 주식 시장 붕괴를 올바르게 예측하다: 억만장자 헤지펀드 매니저가 다음에는 무엇이 올 것인지 말하다</a>
최신 뉴스와 거래 아이디어를 받아보려면<a href="https://twitter.com/Benzinga"> Benzinga</a>를 Twitter에서 팔로우하세요.
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$DOGE

NFLX

TSLA

벤징가 불스 앤 베어스: 테슬라, 넷플릭스, 마이크로스트레티지, 시바이누 및 도지코인

월요일(30일) 미국 증시는 S&amp;P 500 지수가 1.07% 하락하는 등 하락세를 보였다. 나스닥 지수 역시 1.2% 가까이 하락하며 하락세를 보였다. 다우존스 산업평균 지수는 1% 가까이 하락했다. 이러한 지수 하락에도 불구하고 특정 종목은 투자자들의 큰 관심을 끌었다.
월요일 시장에서 소매 투자자들과 트레이더의 주목을 받은 종목은 다음과 같다.
1. 패니메이 (OTC:<a class="ticker" href="https://www.benzinga.com/stock/FNMA#OTC">FNMA</a>)
월요일 패니메이의 주가는 36.14% 급등하며 3.39달러로 마감했다. 장중 최고가는 3.48달러, 최저가는 2.24달러로 52주 범위는 3.65달러에서 0.93달러다. 월요일 주가 상승은 차기 트럼프 행정부의 영향을 받아 패니메이에 대한 정부 관리체제가 종료할 <a href="https://www.benzinga.com/general/social-media/24/12/42734220/bill-ackman-sends-fannie-mae-freddie-mac-stocks-soaring-trump-likes-big-deals" target="_blank" rel="noopener">가능성을 강조한</a> 퍼싱 스퀘어의 CEO 빌 애크먼의 발언 이후에 나타났다.
2. 보잉 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>)
보잉 주가는 2.31% 하락한 176.55달러로 마감했다. 주가는 장중 최고가 178.17달러, 최저가 170.15달러를 기록했으며 52주 최고가 258.59달러, 최저가 137.03달러를 기록했다. 한국에서 737-800 기종의 <a href="https://www.benzinga.com/trading-ideas/long-ideas/24/12/42725208/boeing-crash-headlines-rattle-investors-why-the-stock-chart-shows-resilience" target="_blank" rel="noopener">비극적인 추락 사고 소식</a>이 전해지면서 항공기에 대한 안전 점검이 진행되었고, 이에 주가는 하락했다.
3. 마이크로클라우드 홀로그램 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HOLO#NASDAQ">HOLO</a>)
마이크로클라우드 홀로그램의 주가는 167.08% 급등하여 6.41달러로 마감했다. 장중 최고가는 7.81달러, 최저가는 3.42달러였으며, 52주 범위는 1,968~1.23달러다. 이러한 급등은 마이크로클라우드가 <a href="https://www.benzinga.com/news/small-cap/24/12/42726137/microcloud-hologram-rockets-with-quantum-leap-details" target="_blank" rel="noopener">양자 기술의 획기적인 발전</a>을 발표하여 이중 양자점 시스템에서 큐비트에 대한 제어를 강화한 후 나타났다.
4. 마이크로스트레티지 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>)
마이크로스트레티지 주가는 8.19% 하락하여 302.96달러에 마감했다. 주가는 장중 최고가 320.01달러, 최저가 301.75달러를 기록했으며, 52주 최고가는 542.99달러, 최저가는 43.89달러다. 이러한 하락은 마이크로스트레티지가 대규모 비트코인 매입을 <a href="https://www.benzinga.com/markets/cryptocurrency/24/12/42723691/microstrategy-drops-209-million-on-bitcoin-in-8-week-buying-blitz" target="_blank" rel="noopener">발표하면서</a> 2,138 BTC를 추가한 데 따른 것이다. 이번 거래의 가치는 약 2억 2,900만 달러에 달했다.
5. 테슬라 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>)
테슬라의 주가는 3.30% 하락하여 417.41달러로 마감했다. 장중 최고가는 427달러, 최저가는 415.75달러였으며, 52주 범위는 488.54~138.8달러다. 이번 하락은 회사가 511,000대의 차량 인도를 예상하는 <a href="https://www.benzinga.com/trading-ideas/technicals/24/12/42721312/tesla-stock-takes-a-breather-is-the-rally-losing-charge" target="_blank" rel="noopener">4분기 인도량 보고서</a>를 준비하는 가운데 나타났다.
이 기사는 <a href="https://www.benzinga.com/author/benzinga-neuro">Benzinga Neuro</a>를 사용하여 생성되었으며 <a href="https://www.benzinga.com/author/shivdeep-dhaliwal" target="_blank" rel="noreferrer noopener">Shivdeep Dhaliwal</a>이 편집했습니다.
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HOLO

월요일 주목받은 주식: 패니메이, 보잉, 마이크로클라우드, 마이크로스트레티지 및 테슬라

패니메이(OTC:<a class="ticker" href="https://www.benzinga.com/stock/FNMA#OTC">FNMA</a>)와 프레디맥(OTC:<a class="ticker" href="https://www.benzinga.com/stock/FMCC#OTC">FMCC</a>) 주가는 월요일(30일) 오후 억만장자 투자자 빌 애크먼이<a href="https://www.benzinga.com/markets/24/12/42635629/bill-ackmans-advice-stay-away-from-shorting-stocks-avoid-commodity-sensitive-industries-and-you-do-great" target="_blank" rel="noopener"> 소셜 미디어에서 이들 주식을 선전</a>한 이후 급등했다.
자세한 내용: 퍼싱 스퀘어(Pershing Square) 헤지펀드의 CEO인 빌 애크먼은 소셜 미디어 플랫폼 엑스(X)에 올린 <a href="//x.com/BillAckman/status/1873818034428694837"" target="_blank" rel="noopener">게시물에서</a> "상승과 하락이 비대칭적으로 큰" 투자 종목으로 패니메이와 프레디맥을 추천했다.
애크먼은 패니메이와 프레디맥이 향후 2년 내에 정부의 관리체제(conservatorship)에서 벗어날 가능성이 있다고 하면서 차기 트럼프 행정부의 출범을 주요 요인으로 꼽았다.
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">
I am often asked for stock recommendations, but generally don't share individual names unless I believe the risk versus the reward is extraordinarily compelling. 
As we look toward 2025, one investment in our portfolio stands out for large asymmetric upside versus downside so I…
&mdash; Bill Ackman (@BillAckman) <a href="https://twitter.com/BillAckman/status/1873818034428694837?ref_src=twsrc%5Etfw">December 30, 2024</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script>
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패니메이와 프레디맥은 2008년 금융 위기 당시 주택 시장 악화로 인해 2008년 9월에 정부 관리체제로 전환되었다. 연방주택금융청은 자산을 보존 및 관리하고 주택 및 모기지 시장에 안정을 제공하기 위해 관리인이 되었다.
빌 애크먼은 이 회사들이 2019년 이후 1,680억 달러의 자본을 구축했으며, 이를 "신용도가 높은 중산층 차입자에 대한 고정금리 1차 모기지 보증인을 위한 요새 수준의 자본"이라고 설명했다.
그는 각 회사의 가치를 주당 약 34달러로 추산한다면서 2026년 4분기에 기업공개(IPO)가 가능하다고 추정했다. 그리고 IPO 가격이 주당 약 31달러로 책정된 것은 가치 대비 10% 할인된 것으로 본다고 덧붙였다.
또한 연방 정부의 관리체제가 종료되면 얻을 수 있는 이점으로 약 8조 달러의 부채를 제거하고 3,000억 달러 이상의 수익을 창출할 수 있는 잠재력 등을 지적했다.
"트럼프는 대규모 거래를 좋아하고 이것은 역사상 가장 큰 거래가 될 것이다. 나는 그가 해낼 것이라고 확신한다.&#8221;
FNMA, FMCC 주가 움직임: 월요일 패니메이 주가는 36.14% 상승한 3.39달러에, 프레디맥 주가는 33.87% 상승한 3.32달러에 마감했다.
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사진: Shutterstock
다른 트레이더들보다 30분 일찍 시장 움직임에 대한 독점 뉴스를 받아보세요.
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.

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Federal National Mortgage

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