Fidelity MSCI Information Technology Index ETF (ARCA: FTEC)

에 대한 최신 뉴스 Fidelity MSCI Information Technology Index ETF (ARCA:FTEC)

Fidelity MSCI Information Technology Index ETF

Technology

Other

Industrials

Communication Services

Financial Services

Energy

The fund invests at least 80% of assets in securities included in the funds underlying index. The funds underlying index is the MSCI USA IMI Information Technology 25/50 Index, which represents the performance of the information technology sector in the U.S. equity market. It may or may not hold all of the securities in the MSCI USA IMI Information Technology 25/50 Index. The fund is non-diversified.

Apple Inc

Microsoft Corp

NVIDIA Corporation

Broadcom Inc

Salesforce Inc

Adobe Inc

Advanced Micro Devices Inc

Oracle Corp

Accenture Plc Class A

Cisco Systems Inc

International Business Machines Corp

Servicenow, Inc

Palantir Technologies Inc

Apple iPhone 16

News

Tech

Media

Trading Ideas

AAPL

FTEC

iShares Trust S&P Global Information Technology Sector Index Fund

SSNLF

XIACF

XIACY

인터내셔널 데이터 코퍼레이션(International Data Corp: IDC)는 2024년 4분기 전 세계 스마트폰 출하량이 2.4% 증가한 3억 3,170만 대를 기록했다는 예비 데이터를 발표했다. 

IDC 보고서: 2024년 애플의 시장 점유율 감소, 중국 스마트폰 브랜드의 글로벌 성장

5 Dividend Growth Stocks And An ETF To Safeguard Your Portfolio In Volatile Market

Sector ETFs

Markets

ETFs

General

AVGO

BOTZ

CSCO

ISRG

iShares Dow Jones US Technology Sector Index Fund

MSFT

NVDA

ORCL

인공지능(AI)을 테마로 한 상장지수펀드(ETF)는 자산 운용사들이 인공지능을 둘러싼 관심이 높아지는 것을 활용하면서 상당한 급증을 목격하고 있다. 모닝스타(Morningstar)에 따르면 올해 AI 중심 ETF 24개 중 1/3 이상이 출시되었다.

2024년에 AI 기반 ETF의 1/3 이상이 출시: 엔비디아, MS, 애플 및 메타 등을 중점

Amid Nvidia And Other Chip Stock Surge, Expert Warns 'If Excitement And Investment In AI Slow, Chip Industry Growth Will Slow Too'

Movers

AMZN

First Trust Dow Jones Internet Index Fund

엔비디아(NASDAQ:NVDA)는 6월 20일 목요일 이후 시장 가치가 5,500억 달러라는 엄청난 손실을 입은 후 화요일 6% 이상 상승했다. 이 회사는 지난주 시가총액 3조 4,600억 달러에 도달하면서 지구상에서 가장 가치 있는 기업이 되었다.

엔비디아의 주식은 5,500억 달러의 시가총액 손실 이후 화요일 6% 이상 반등

The Trump administration is demanding that countries submit their best trade negotiation offers by Wednesday as officials accelerate talks with multiple partners ahead of a July 8 deadline.
What Happened: The draft letter reveals urgency within the administration to complete deals against its tight deadline, Reuters reported. Trump paused his &#8220;Liberation Day&#8221; tariffs for 90 days until July 8 after stock, bond and currency markets revolted over the sweeping nature of the levies in early April.
The U.S. is asking countries to list their best proposals, including tariff and quota offers for U.S. industrial and agricultural products, plans to remedy non-tariff barriers, commitments on digital trade and economic security, and country-specific commitments, according to a draft letter from the United States Trade Representative seen by Reuters. 
The U.S. will evaluate responses within days and offer &#8220;a possible landing zone&#8221; that could include reciprocal tariff rates.
Washington has been engaged in active negotiations with the European Union, Japan, Vietnam and India, among others. So far only one agreement has been reached with a major trading partner &#8211; Britain, though that limited pact was more akin to a framework than a final deal.
A USTR official confirmed, according to the report, that &#8220;productive negotiations with many key trading partners continue at a rapid pace.&#8221;
USTR did not immediately respond to&nbsp;<a href="http://pro.benzinga.com/" target="_blank" rel="noreferrer noopener">Benzinga</a>'s request for comment.
See Also: <a href="https://www.benzinga.com/markets/equities/25/06/45739846/snowflake-sets-sights-on-350-billion-database-market-with-crunchy-data-acquisition">Snowflake Sets Sights On $350 Billion Database Market With Crunchy Data Acquisition</a>
Why It Matters: The Court of International Trade ruled last Wednesday that Trump overstepped his authority with tariffs under the International Emergency Economic Powers Act, though an appeals court temporarily paused that decision. 
The draft letter warns partners not to expect tariffs will be sidelined, stating Trump &#8220;intends to continue this tariff program pursuant to other robust legal authorities if necessary.&#8221;
Experts <a href="https://www.benzinga.com/news/politics/25/05/45691310/trump-tariff-uncertainty-enters-courts-experts-say-investors-should-expect-elevated-turbulence-amid-the-bullish-gridlock">forecast elevated market turbulence</a> until trade clarity emerges, with LPL Financial&#8216;s chief technical strategist noting &#8220;the market hates uncertainty&#8221; and that &#8220;high levels of trade policy uncertainty tend to correlate with high implied volatility.&#8221; 
The administration is considering alternative approaches, including <a href="https://www.benzinga.com/news/25/05/45688655/trump-administration-mulls-global-tariffs-of-about-15-for-150-days-under-existing-trade-laws-report">using the Trade Act of 1974</a> to impose broad tariffs of up to 15% for 150 days while developing tailored tariffs for individual partners.
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</ul>
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Image Via Shutterstock

Economics

Trump Sets July 8 Deadline For Trade Deals, Demands Best Offers From Global Partners By Wednesday: Report

XPRO

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Widely followed cryptocurrency analyst Willy Woo has shared an ambitious long-term price target for Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>), framing its value against the global economy rather than the U.S. dollar.
What Happened: In an X post, Woo theorized that the apex cryptocurrency will be equivalent to the total world GDP divided by 21 million, i.e., Bitcoin&#8217;s hard cap, with a margin of 50% on either side. 
He projected that this valuation, tied to Bitcoin's fixed supply cap, could take nearly two decades to materialize.
An X user, Alex, was curious as to why an asset whose value is essentially determined by the store of value thesis could be quantified in terms of annual world production.
&#8220;As GDP grows, so does the money to buy all its goods and services,&#8221; Woo responded. &#8220;Gold used to be that money. BTC is the challenger. Fiat is a short term distortion when viewed in long time frames. Hard money will return.&#8221;
<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">My long term target for BTC price is not dollars as that continues to be debased. My target is World GDP / 21 million. Give or take +/- 50%. Will take the good part of 2 decades to get there.
&mdash; Willy Woo (@woonomic) <a href="https://twitter.com/woonomic/status/1929528638937948640?ref_src=twsrc%5Etfw">June 2, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
According to the International Monetary Fund, global GDP in April 2025 was <a href="https://www.imf.org/external/datamapper/NGDPD@WEO/OEMDC/ADVEC/WEOWORLD">estimated </a>at $113.8 trillion, with a real annual growth rate of 2.8%. At this rate, the GDP in the next 20 years would be approximately $197.69 trillion.
Going by Woo&#8217;s formula, i.e., World GDP in 2 decades / 21 million, will give the price of a Bitcoin at $9.41 million apiece. The lower bound is $4.70 trillion after deducting 50%, while the upper bound is $14.11 million after adding 50%.
This was similar to what a user in Woo&#8217;s post calculated. Woo went a step further, adding a 5% dollar depreciation rate to the calculations, arriving at a price of $20 million per coin.
<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">One correction I'd make. Real GDP growth is 2%, while debasement is 5%. So if we inflate GDP at 7% per year for 20 years measured in debasing USD, that would be $425T or $20M per coin give or take 50%.
&mdash; Willy Woo (@woonomic) <a href="https://twitter.com/woonomic/status/1929583212260741440?ref_src=twsrc%5Etfw">June 2, 2025</a></blockquote>
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</figure>
See Also:&nbsp;<a href="https://benzinga.com/markets/cryptocurrency/25/03/44450232/white-house-says-gold-reserves-may-be-used-to-purchase-bitcoin" target="_blank" rel="noreferrer noopener">White House Says Gold Reserves May Be Used to Purchase Bitcoin &#8211; Benzinga</a>
Why It Matters: Woo&#8217;s million-dollar prediction aligned with that of Michael Saylor, a well-known Bitcoin advocate and co-founder of Bitcoin holding company, Strategy. Saylor projected BTC at <a href="https://www.benzinga.com/markets/cryptocurrency/25/05/45417306/michael-saylors-bitcoin-strategy-infinite-money-glitch-or-a-reflexive-leverage-bet">$1 million within 10 years</a>, and potentially $13 million by 2045.
Additionally, Tom Lee, a noted financial analyst, <a href="https://www.benzinga.com/crypto/cryptocurrency/25/06/45727395/tom-lee-predicts-bitcoin-to-hit-250000-by-end-of-2025-3m-long-term">projected Bitcoin</a> to reach $2 million, or even $3 million, in the long term.
Price Action:&nbsp; At the time of writing, BTC was exchanging hands at $104,980.06, down 0.53% in the last 24 hours, according to <a href="https://pro.benzinga.com/dashboard?_gl=1&#x2A;380nj0&#x2A;_ga&#x2A;MTEyOTAyOTcxMy4xNzEzMzY0NTYy&#x2A;_ga_V7ZK73W7N0&#x2A;MTcxNDk4MzIzMi42LjEuMTcxNDk4OTE0Ni4wLjAuMA..">data from Benzinga Pro</a>.&nbsp; 
Read Next:&nbsp;
<ul class="wp-block-list">
<li><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?</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.<a href="https://www.benzinga.com/apis?utm_source=benzinga.com&amp;utm_campaign=article-bottom" rel="noreferrer noopener" target="_blank"></a>
Photo Courtesy: Quality Stock Arts on Shutterstock

Coverage of Bitcoin, Etherum, Ripple and all the latest digital currencies.

Cryptocurrency

$BTC

Forget Dollars: Willy Woo Says Bitcoin Will Be Priced Against Global GDP — 'Gold Used To Be That Money, BTC Is The Challenger'

Former acting White House Chief of Staff Mick Mulvaney has expressed doubt on President Donald Trump's ability to <a href="https://www.benzinga.com/25/05/45685544/scott-bessent-says-us-china-trade-talks-at-stalemate-need-trump-and-xi-jinping-touch-to-break-the-deadlock">strike a deal</a> with Chinese Premier Xi Jinping. 
What Happened: Mulvaney, speaking <a href="https://www.bloomberg.com/news/articles/2025-06-03/trump-s-man-to-man-style-won-t-work-on-xi-former-aide-says">to</a> Bloomberg TV, highlighted a fundamental distinction between both leaders' approaches to diplomacy.
"There's a fundamental disconnect here," he said. "Trump wants to talk at the very highest levels. That's not always how the Chinese want to do business." Trump, who is known to prefer direct engagement, wants to have a call with Xi. The White House said it is likely to take place this week.
Mulvaney observed that this tactic may not be compatible with how Xi usually operates. "I do not see them being able to pull off a deal the old-fashioned way, which is going through the back channels," he explained. "And I think it'd be very difficult to do a deal going the Trump way, which is only Xi to Trump man-to-man."
See Also: <a href="https://www.benzinga.com/markets/tech/25/06/45738506/microsoft-fires-hundreds-more-workers-amid-ai-fueled-growth-calls-it-positioning-the-company-for-success">Microsoft Fires Hundreds More Workers Amid AI-Fueled Growth, Calls It Positioning The Company For &#8216;Success&#8217;</a>
Why It Matters: Trump likes to communicate directly with leaders, both in case of politics and business, according to Mulvaney, who also served as his budget director in the past. This contrasts with Xi's practice of negotiating and resolving key issues through advisers before any leader-level engagement.
Mulvaney also presented a larger critique of Beijing. "They can't steal people's intellectual property. They can't force you into bad deals in order to do business in your country. They can't hide information when they deal with pandemics, like they did with Covid-19," he said. "First-tier nations of the world don't do that. China's going to become a first-tier nation. They need to step up their game."
Mulvaney's comments come just as <a href="https://www.benzinga.com/news/politics/25/06/45715447/xi-jinpings-china-dismisses-trumps-groundless-accusations-on-geneva-trade-deal-breach-vows-strong-retaliation">China refuted claims of violating agreements made in Geneva</a>, stating that it &#8220;implemented and consistently upheld&#8221; the terms of the deal reached last month.
The ministry also rebuked Washington's actions, citing "discriminatory restrictive" measures imposed by the U.S., including curbs on <a href="https://www.benzinga.com/25/05/45534527/china-warns-of-legal-retaliation-against-us-chip-sanctions-threatens-lawsuits-for-aiding-discriminatory-tech-crackdown">AI chip exports</a>, bans on chip design software, and <a href="https://www.benzinga.com/general/education/25/05/45664141/trump-administration-to-revoke-visas-of-chinese-students-tied-to-ccp-or-critical-fields-tightens-screening">visa revocations</a> for Chinese students.
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</ul>
Photo courtesy: Joey Sussman / Shutterstock.com

Politics

Trump's 'Man-To-Man' Diplomacy Won't Work With Xi Jinping, Warns Former White House Chief Of Staff As Tariff Deadlock Continues

Demis Hassabis, CEO of Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) subsidiary Google&#8217;s DeepMind, believes that while AI is displacing certain jobs, it will also create new, &#8220;very valuable&#8221; roles, particularly for those adept at leveraging emerging technologies.
What Happened: Speaking at SXSW London, the former Nobel prize awardee emphasized that AI&#8217;s impact will surpass that of the Industrial Revolution, but he remains optimistic due to humanity&#8217;s adaptability. He noted that over the next five to ten years, AI will &#8220;supercharge&#8221; technically savvy individuals who are at the forefront of using these technologies.
According to a report by Business Insider, Hassabis <a href="https://www.businessinsider.com/demis-hassabis-google-deemind-study-future-jobs-ai-2025-6">highlighted</a> that today&#8217;s children will grow up &#8220;AI native,&#8221; similar to how previous generations adapted to the internet. He advised students to focus on STEM subjects such as mathematics, physics, and computer science to understand the fundamentals of AI systems.
Additionally, he recommended that individuals experiment with the latest AI tools to discover innovative applications and use cases, stating, &#8220;I&#8217;d also be experimenting with all the latest AI systems and tools and seeing what&#8217;s the best way of utilising them and making use of them in useful and novel ways.&#8221;
See also: <a href="https://www.benzinga.com/markets/tech/25/06/45739130/elon-musks-tesla-defies-european-slump-with-norway-sales-growth-in-may-model-y-comes-to-the-rescue">Elon Musk&#8217;s Tesla Defies European Slump With Norway Sales Growth In May: Model Y Comes To The Rescue</a>
Despite the current job market shifts, with companies like Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>), Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), and Alphabet Inc. using AI to automate tasks like coding, Hassabis remains optimistic about AI&#8217;s potential. He predicts that Artificial General Intelligence (AGI), AI with capabilities equal to or exceeding human intelligence, <a href="https://www.benzinga.com/25/05/45599346/why-googles-demis-hassabis-disagrees-with-co-founder-sergey-brin-on-when-agi-will-arrive-and-sets-a-much-higher-bar">could arrive</a> by around 2030.
Why It Matters: Several prominent voices share Hassabis's optimism about AI's potential to create new jobs. Meta CEO Mark Zuckerberg envisions AI evolving into a &#8220;<a href="https://www.benzinga.com/tech/25/05/45338301/zuckerberg-foresees-tech-industry-revolution-with-ai-an-ai-that-can-effectively-be-a-sort-of-midlevel-engineer">midlevel engineer</a>&#8221; capable of writing code, enabling small, talent-dense teams to develop high-quality products. He believes this transformation will lead to a tech industry revolution, urging startups to adapt and harness AI&#8217;s capabilities.
Mark Cuban believes AI will <a href="https://www.benzinga.com/news/25/05/45691457/mark-cuban-claps-back-at-anthropic-ceo-dario-amodeis-ai-job-loss-warning-new-companies-with-new-jobs">create more jobs</a> too, recently hitting back at Anthropic CEO Dario Amodei‘s warning that people should be &#8220;worried&#8221; about the AI age. Meanwhile, Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) CEO Jensen Huang believes students should already try and harness what they can from AI to help <a href="https://www.benzinga.com/tech/25/05/45485072/if-i-were-a-student-today-heres-how-id-use-ai-to-do-my-job-better-says-nvidia-ceo">improve career prospects</a> and productivity.
According to&nbsp;Benzinga Edge Stock Rankings, Alphabet has received a growth score of 88.54%.&nbsp;<a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound" target="_blank" rel="noreferrer noopener">Click here to see how it stacks up against the likes of Apple</a>. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound" target="_blank" rel="noreferrer noopener"></a>
<figure class="wp-block-image size-large"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img loading="lazy" decoding="async" width="1024" height="149" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/03041250/goog-edge-1-1024x149.png" alt="" class="wp-image-936220" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/03041250/goog-edge-1-1024x149.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/03041250/goog-edge-1-300x44.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/03041250/goog-edge-1-768x112.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/03041250/goog-edge-1.png 1442w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
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Photo courtesy: JHVEPhoto / Shutterstock.com

GOOG

GOOGL

Google's Demis Hassabis Says AI Natives Have 'Very Valuable' Jobs Waiting For Them, But They Need To Study These Subjects At School

<h3>Companies Reporting Before The Bell</h3>
• NIO (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NIO#NYSE">NIO</a>) is likely to report quarterly loss at $0.22 per share on revenue of $1.71 billion. 
• National Energy Services (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NESR#NASDAQ">NESR</a>) is projected to report earnings for its first quarter. 
• Ollie's Bargain Outlet (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/OLLI#NASDAQ">OLLI</a>) is projected to report quarterly earnings at $0.77 per share on revenue of $570.27 million. 
• Citi Trends (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CTRN#NASDAQ">CTRN</a>) is expected to report quarterly loss at $0.26 per share on revenue of $193.28 million. 
• Ferguson Enterprises (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FERG#NYSE">FERG</a>) is likely to report quarterly earnings at $2.29 per share on revenue of $7.45 billion. 
• Signet Jewelers (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SIG#NYSE">SIG</a>) is estimated to report quarterly earnings at $1.27 per share on revenue of $1.54 billion. 
• Dollar General (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DG#NYSE">DG</a>) is estimated to report quarterly earnings at $1.46 per share on revenue of $10.25 billion. 
• Donaldson (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DCI#NYSE">DCI</a>) is likely to report quarterly earnings at $0.96 per share on revenue of $960.74 million. 
<h3>Companies Reporting After The Bell</h3>
• Yext (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/YEXT#NYSE">YEXT</a>) is estimated to report quarterly earnings at $0.14 per share on revenue of $113.64 million. 
• Guidewire Software (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GWRE#NYSE">GWRE</a>) is likely to report quarterly earnings at $0.42 per share on revenue of $279.91 million. 
• Sportsman's Warehouse (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SPWH#NASDAQ">SPWH</a>) is expected to report quarterly loss at $0.47 per share on revenue of $238.25 million. 
• Mama's Creations (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MAMA#NASDAQ">MAMA</a>) is projected to report quarterly earnings at $0.02 per share on revenue of $32.74 million. 
• CrowdStrike Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWD#NASDAQ">CRWD</a>) is estimated to report quarterly earnings at $0.96 per share on revenue of $1.11 billion. 
• Couchbase (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BASE#NASDAQ">BASE</a>) is estimated to report earnings for its first quarter. 
• Hewlett Packard (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HPE#NYSE">HPE</a>) is expected to report quarterly earnings at $0.50 per share on revenue of $7.92 billion. 
• HealthEquity (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HQY#NASDAQ">HQY</a>) is projected to report quarterly earnings at $0.89 per share on revenue of $320.41 million. 
• Asana (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ASAN#NYSE">ASAN</a>) is projected to report quarterly earnings at $0.02 per share on revenue of $185.47 million. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Earnings

ASAN

BASE

CRWD

CTRN

FERG

GWRE

MAMA

NESR

OLLI

SPWH

YEXT

Earnings Scheduled For June 3, 2025

Chipmaker Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) may have carved out a lead for itself in AI that is nearly impossible to dislodge, according to a former Advanced Micro Devices Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) engineer, who believes that the latter might still have an upper hand across a few niche areas.
What Happened: On Monday, AlphaSense, an expert network that connects investors with subject-matter experts, shared the call transcript of one such conversation between an analyst and an ex-AMD engineer.
The expert in the call outlined the reasons Nvidia&#8217;s dominance in AI seems unassailable, and it has to do with what&#8217;s currently being taught to students at the university level.
According to the expert, universities are training students on Nvidia's software, making its tools and libraries the default. See Also: <a href="https://www.benzinga.com/markets/tech/25/06/45739051/tsmc-ceo-admits-trump-tariffs-have-some-impact-on-chipmaker-but-demand-consistently-outpacing-supply-thanks-to-ai">TSMC CEO Admits Trump Tariffs Have &#8216;Some Impact&#8217; On Chipmaker But Demand &#8216;Consistently Outpacing&#8217; Supply Thanks To AI</a>
They credit this to the company&#8217;s early and aggressive investment in AI tooling, leaving it with such a deeply entrenched software dominance that newer entrants and even established rivals like AMD might struggle to match.
&#8220;Nvidia was investing extremely heav[ily]… 20 years ago, on AI and large language models,&#8221; the expert said. &#8220;You could almost call it throwing away money at the time.&#8221;
This strategy, they note, has since paid off, with Nvidia now having what they call an &#8220;unassailable tool flow and library for all things AI.&#8221;
Yet, they highlighted certain meaningful strengths of AMD, particularly in the realm of robotics. Unlike Nvidia's top-down strategy focused on high-level processing, AMD has built credibility in low-level motor control and embedded systems, they say. 
In fact, companies like Intuitive Surgical Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ISRG#NASDAQ">ISRG</a>) and ABB Ltd. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/ABBNY#OTC">ABBNY</a>) have both publicly endorsed AMD for its contributions to real-time robotics tasks. 
While Nvidia dominates in vision AI and large-scale inference, areas crucial to humanoid robotics and LLM applications, AMD's bottom-up capabilities position it well in industrial and healthcare robotics, where power efficiency and real-time control matter more than raw GPU horsepower, according to the expert.
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Former <a href="https://twitter.com/search?q=%24AMD&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$AMD</a> employee shares his view on the positioning of <a href="https://twitter.com/search?q=%24AMD&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$AMD</a> and <a href="https://twitter.com/search?q=%24NVDA&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$NVDA</a> in the robotics industry: &#8211; According to the expert, AMD is heavily involved in many subsystems that make up robotics systems. <a href="https://twitter.com/search?q=%24AMD&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$AMD</a> grew from the bottom up, in contrast to <a href="https://twitter.com/search?q=%24NVDA&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$NVDA</a>, which, according to the… <a href="https://t.co/iJE0GAq8HC">pic.twitter.com/iJE0GAq8HC</a>
&mdash; AlphaSense (@AlphaSenseInc) <a href="https://twitter.com/AlphaSenseInc/status/1929561262712832286?ref_src=twsrc%5Etfw">June 2, 2025</a></blockquote>
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Why It Matters: According to recent reports, AMD is <a href="https://www.benzinga.com/25/05/45550527/amd-takes-on-nvidia-stock-with-direct-shot-at-gpus-reviewer-says-rx-9060-could-hit-the-bullseye">catching up with Nvidia</a> in the GPU race rather quickly, with new products that offer considerably more bang for the buck, or as one reviewer called it, &#8220;15% better gaming performance per dollar,&#8221; relative to Nvidia&#8217;s 5060 Ti.
Tech giants, such as Elon Musk&#8217;s xAI, too, have committed to buying many GPUs from Nvidia in the months to come, along with &#8220;some from AMD.&#8221;
Price Action: AMD shares were up 3.52% on Monday, trading at $114.63, while Nvidia shares traded at $137.38, up 1.37%. Both stocks are flat after hours, up 0.11% and 0.01%, respectively.
<figure class="wp-block-image size-large"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img loading="lazy" decoding="async" width="1024" height="138" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/03022201/Screenshot-2025-06-03-at-11.51.47-AM-1024x138.png" alt="" class="wp-image-936043" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/03022201/Screenshot-2025-06-03-at-11.51.47-AM-1024x138.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/03022201/Screenshot-2025-06-03-at-11.51.47-AM-300x41.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/03022201/Screenshot-2025-06-03-at-11.51.47-AM-768x104.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/03022201/Screenshot-2025-06-03-at-11.51.47-AM-1536x207.png 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/03022201/Screenshot-2025-06-03-at-11.51.47-AM.png 1614w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
Nvidia ranks well on Momentum and Growth according to Benzinga&#8217;s Edge Stock Rankings, while having a favorable price trend in the short, medium, and long term. How does it compare with Nvidia? Click <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">here</a> to find out. 
Photo Courtesy: Hepha1st0s On Shutterstock.com
Read More:
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<li><a href="https://www.benzinga.com/news/social-media/25/06/45738963/elon-musks-xai-targets-113-billion-valuation-with-300-million-share-sale-report">Elon Musk&#8217;s xAI Targets $113 Billion Valuation With $300 Million Share Sale: Report</a></li>
</ul>

Equities

ABBNY

Nvidia's 20-Year AI Bet Creates 'Unassailable' Moat, Warns Ex-AMD Engineer

Robinhood Markets Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HOOD#NASDAQ">HOOD</a>) on Monday completed its $200 million acquisition of Bitstamp Ltd., one of the longest-running global exchanges facilitating Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>), Ethereum (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) and other cryptocurrency trading for both retail and institutional investors.
What Happened: The deal brings Bitstamp&#8217;s over 50 active global licenses and registrations to Robinhood&#8217;s platform. As of April 30, Bitstamp served over 500,000 funded retail customers and approximately 5,000 institutional customers, with exchange volume predominantly institutional-focused.
Bitstamp generated total net revenues of approximately $95 million over the last twelve months ending April 30. Robinhood expects the acquisition to be roughly Adjusted EBITDA neutral immediately following close and accretive within 12 months.
For the remaining seven months of 2025, Robinhood anticipates recording approximately $65 million in Bitstamp-related costs, primarily driven by business operations, integration expenses, and purchase price amortization.
CEO Vlad Tenev announced the completion via social media, while Robinhood Crypto General Manager Johann Kerbrat called it &#8220;a major milestone in growing Robinhood Crypto,&#8221; noting the partnership brings customers across the EU, UK, U.S. and Asia.
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Bitstamp is now part of Robinhood, adding a globally-scaled crypto exchange and our first-ever institutional crypto business. Our work is just beginning. <a href="https://t.co/VDjGS1KuBb">https://t.co/VDjGS1KuBb</a>
&mdash; Vlad Tenev (@vladtenev) <a href="https://twitter.com/vladtenev/status/1929659333220212873?ref_src=twsrc%5Etfw">June 2, 2025</a></blockquote>
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See Also: <a href="https://www.benzinga.com/crypto/cryptocurrency/25/06/45739199/american-politicians-dont-believe-bitcoin-can-co-exist-peacefully-with-the-dollar-says-this-popular-btc-maximalist-heres-why">American Politicians Don&#8217;t Believe Bitcoin Can &#8216;Co-Exist Peacefully&#8217; With The Dollar, Says This Popular BTC Maximalist: Here&#8217;s Why</a>
Why It Matters: Bitstamp is already connected to Robinhood Legend and the company&#8217;s Smart Exchange Routing offering, facilitating integration. The exchange serves institutional customers, with exchange volume mostly institutional-focused.
This deal follows Robinhood&#8217;s recent expansion strategy, including its <a href="https://www.benzinga.com/markets/cryptocurrency/25/05/45372870/robinhood-to-acquire-canadas-wonderfi-for-178m-all-cash-deal">$178 million acquisition agreement</a> for Canadian crypto platform WonderFi Technologies Inc. in May, demonstrating the company&#8217;s aggressive push into international crypto markets.
Price Action: Robinhood closed at $67.98 on Monday, up 2.77%. After hours, it rose 0.90% to $68.59. Year to date, the stock is up 72.36%.
According to Benzinga Edge Stock Rankings, Robinhood shows strong momentum and impressive growth, with a low value score indicating premium pricing. However, the stock maintains a positive price trend across the short to long term. Click here to <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">view the full stock breakdown</a>.
<figure class="wp-block-image aligncenter size-full is-resized"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img loading="lazy" decoding="async" width="886" height="638" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/03035108/image-19.png" alt="" class="wp-image-936195" style="width:605px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/03035108/image-19.png 886w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/03035108/image-19-300x216.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/03035108/image-19-768x553.png 768w" sizes="(max-width: 886px) 100vw, 886px" /></a></figure>
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<li><a href="https://www.benzinga.com/markets/tech/25/06/45739130/elon-musks-tesla-defies-european-slump-with-norway-sales-growth-in-may-model-y-comes-to-the-rescue">Elon Musk&#8217;s Tesla Defies European Slump With Norway Sales Growth In May: Model Y Comes To The Rescue</a></li>
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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: Sergei Elagin On Shutterstock.com

HOOD

Robinhood Completes $200 Million Bitstamp Deal, Gains Access To 500K+ Crypto Users And $95 Million Revenue Stream

Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) has filed a fresh trademark application for the wordmark "Tesla Robotaxi" with the U.S. Patent and Trademark Office (USPTO) after the <a href="https://www.benzinga.com/25/05/45278182/elon-musks-cybercab-ambitions-face-latest-snag-teslas-robotaxi-trademark-filing-refused-by-authorities">agency previously rejected </a>its application.
What Happened: The EV giant applied for the trademark with the agency on May 30, the filing shows. Currently, the filing is yet to be reviewed by an examining attorney, but has been accepted by the USPTO.
This agency stated that the filing by Tesla for the trademark "Robotaxi" was too generic, as the term Robotaxi is also used by ride-sharing companies to describe self-driving cabs.
<figure class="wp-block-image aligncenter size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="563" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/03033735/TSLA-trademark-Robotaxi-1024x563.jpg" alt="" class="wp-image-936177" style="width:580px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/03033735/TSLA-trademark-Robotaxi-1024x563.jpg 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/03033735/TSLA-trademark-Robotaxi-300x165.jpg 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/03033735/TSLA-trademark-Robotaxi-768x422.jpg 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/03033735/TSLA-trademark-Robotaxi-1536x845.jpg 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/03033735/TSLA-trademark-Robotaxi-2048x1126.jpg 2048w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
Source: USPTO
"Registration is refused because the applied-for mark merely describes a feature, ingredient, characteristic, purpose, function, intended audience of the applicant&#8217;s goods and/or services,&#8221; the agency stated.
Why It Matters: The application comes as Tesla is gearing up to launch its Robotaxi services in <a href="https://www.benzinga.com/tech/25/05/45662671/tesla-targets-june-12-for-robotaxi-launch-in-austin-elon-musk-says-company-ramped-up-fsd-testing-a-month-ahead-of-schedule">Austin on June 12</a>. Tesla CEO Elon Musk had previously stated that the launch would have over 10-20 Model Ys initially.
The launch could also prove to be pivotal for the company's future, according to Wedbush Securities' analyst Dan Ives, who called the robotaxi launch a <a href="https://www.benzinga.com/news/25/05/45536187/dan-ives-calls-teslas-austin-robotaxi-launch-a-watershed-moment-maintains-bullish-views-on-tesla">"watershed moment" for Tesla</a>.
The robotaxi race is heating up in the U.S. with Alphabet Inc.'s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) <a href="https://www.benzinga.com/news/topics/25/06/45714095/chamath-palihapitiya-calls-tesla-an-obvious-win-says-robotaxi-alphabets-waymo-will-overtake-uber-and-lyft">Waymo recently surpassing</a> Lyft Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LYFT#NASDAQ">LYFT</a>) in bookings in San Francisco, showcasing the rapid adoption of autonomous cabs in the country.
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="184" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/03033819/TSLA-JUN-3-2025-2-1024x184.jpg" alt="" class="wp-image-936179" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/03033819/TSLA-JUN-3-2025-2-1024x184.jpg 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/03033819/TSLA-JUN-3-2025-2-300x54.jpg 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/03033819/TSLA-JUN-3-2025-2-768x138.jpg 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/03033819/TSLA-JUN-3-2025-2-1536x277.jpg 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/03033819/TSLA-JUN-3-2025-2.jpg 1649w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
TSLA scores well on Momentum, Growth, and Quality metrics, but offers poor Value. For more such insights, sign up for<a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"> Benzinga Edge</a> today!
Check out more of Benzinga's Future Of Mobility coverage by<a href="https://www.benzinga.com/topic/mobility"> following this link.</a>
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Photo courtesy: Tada Images / Shutterstock.com

LYFT

TSLA

Elon Musk's Tesla Files New Autonomous Taxi Trademark Application Ahead Of Robotaxi Launch In June

Taiwan Semiconductor Manufacturing Company Limited (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) CEO C.C. Wei revealed during Tuesday&#8217;s shareholder meeting that he informed President Donald Trump that establishing a proposed $100 billion U.S. manufacturing venture will &#8220;take time,&#8221; beyond the anticipated timeline.
What Happened: Wei disclosed that TSMC has maintained ongoing dialogue with the U.S. Commerce Department regarding Trump&#8217;s semiconductor tariffs since their implementation, <a href="https://breakingthenews.net/Article/TSMC-to-Trump:-dollar100B-project-hardly-in-five-years/64218465">reported</a> Baha Breaking News. 
The CEO expressed concerns that higher duties would elevate TSMC&#8217;s U.S. production costs, though he emphasized that tariff policies remain &#8220;ultimately a matter between governments, not between a government and a company.&#8221;
Despite tariff headwinds, Wei assured investors that artificial intelligence chip demand continues to <a href="https://www.benzinga.com/markets/tech/25/06/45739051/tsmc-ceo-admits-trump-tariffs-have-some-impact-on-chipmaker-but-demand-consistently-outpacing-supply-thanks-to-ai">substantially outpace supply capabilities</a>.
See Also: <a href="https://www.benzinga.com/markets/equities/25/06/45738435/elizabeth-warren-says-trump-approved-the-largest-meat-company-in-world-to-be-listed-on-nyse-ignoring-corruption-and-bribery-history-demands-answers">Elizabeth Warren Says Trump &#8216;Approved&#8217; The Largest Meat Company In World To Be Listed On NYSE Ignoring Corruption And Bribery History, Demands Answers</a>
Why It Matters: The CEO explained that while tariffs don&#8217;t directly impact TSMC as an exporter, they create indirect pressure through <a href="https://www.benzinga.com/markets/tech/25/06/45739051/tsmc-ceo-admits-trump-tariffs-have-some-impact-on-chipmaker-but-demand-consistently-outpacing-supply-thanks-to-ai">higher import costs for customers.</a> &#8220;Tariffs can lead to slightly higher prices and when prices go up, demand may go down,&#8221; Wei noted.
TSMC&#8217;s cautious stance on U.S. expansion comes as the chipmaker weighs the <a href="https://www.benzinga.com/25/03/44084767/taiwan-semiconductor-weighs-100-billion-us-investment-as-chip-war-heats-up">massive $100 billion investment</a> over four years to build advanced manufacturing facilities stateside. The company has already committed over $65 billion to Arizona fabrication plants for advanced chip production.
Price Action: TSMC closed at $194.84 on June 2, up 0.79%. After hours, it rose 0.24% to $195.30. Year to date, the stock is down 3.34%.
Benzinga's Edge Stock Rankings show TSMC is enjoying a strong price trend across short, medium, and long-term horizons. For a deeper dive into the metrics, <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">click here</a>.
<figure class="wp-block-image aligncenter size-full is-resized"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img loading="lazy" decoding="async" width="890" height="636" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/03030508/image-16.png" alt="" class="wp-image-936133" style="width:538px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/03030508/image-16.png 890w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/03030508/image-16-300x214.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/03030508/image-16-768x549.png 768w" sizes="(max-width: 890px) 100vw, 890px" /></a></figure>
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<li><a href="https://www.benzinga.com/news/esg/25/06/45739698/bill-gates-commits-majority-of-200-billion-foundation-budget-to-africa-over-next-20-years-amid-trumps-massive-usaid-cuts">Bill Gates Commits Majority Of $200 Billion Foundation Budget To Africa Over Next 20 Years Amid Trump&#8217;s Massive USAID Cuts</a></li>
</ul>
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: Jack Hong / Shutterstock.com

TSMC CEO Tells Trump $100 Billion US Chip Expansion Will 'Take Time' Amid Tariff Pressures, Surging AI Demand

Microsoft Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) has brought generative video tools to everyday users by integrating OpenAI's Sora model into its Bing app, just weeks after Alphabet Inc.'s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) Google <a href="https://www.benzinga.com/25/05/45560919/everyones-losing-their-minds-over-googles-veo-3-ai-videos-and-everyones-also-annoyed-they-cant-actually-use-it-yet-here-are-some-wild-examples-of-the-magic-this-model-can-create">made headlines with its stunning</a> Veo 3 video AI.
What Happened: On Monday, Microsoft launched Bing Video Creator, allowing users to generate videos from text using OpenAI's Sora model—for free.
This marks the first time Sora is widely accessible to the public, as OpenAI had previously limited it to <a href="https://www.benzinga.com/news/25/04/45014781/adobe-invests-in-2-1b-ai-unicorn-synthesia-as-openais-sora-competes-in-the-race-for-ai-generated-video-dominance">select paying customers</a>.
See Also:&nbsp;<a href="https://www.benzinga.com/tech/25/05/45486639/sundar-pichai-reveals-google-parent-once-super-intensely-debated-about-buying-netflix-in-a-world-of-butterfly-effects" target="_blank" rel="noreferrer noopener">Sundar Pichai Reveals Google-Parent Once Super Intensely Debated About Buying Netflix: ‘In A World Of Butterfly Effects…'</a>
To use the tool, users must log into a Microsoft account through the Bing app. They can create 10 video clips at no cost, after which each video requires 100 Microsoft Rewards points.
Initially, users can queue up to three vertical (9:16) five-second videos at a time. Longer or horizontal videos aren&#8217;t supported yet, but Microsoft said more features are coming.
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.
Why It's Important: The rollout follows Google's unveiling of Veo 3, an AI video model that not only produces cinematic-quality visuals but also adds realistic audio. a feature missing from Sora and rivals like Runway, Pika Labs, Meta Platforms, Inc.'s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) MovieGen and Stability AI.
Elon Musk, whose company xAI&#8217;s Grok has been integrated into Microsoft Azure, also <a href="https://www.benzinga.com/tech/25/05/45599950/elon-musk-praises-google-deepminds-veo-3-ai-video-model-says-it-is-awesome">expressed admiration</a> for Veo 3.
Price Action: Microsoft shares edged up by 0.35% during Monday's regular session, reaching $461.97, based on <a href="https://pro.benzinga.com/dashboard">Benzinga Pro data</a>.
Benzinga's Edge Stock Rankings indicate that Microsoft maintains a strong price trend over the short, medium and long term. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">More in-depth metrics are available here</a>.
<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 decoding="async" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/03024453/Screenshot-2025-06-03-at-9.00.40%E2%80%AFAM-1.png" alt="" class="wp-image-936084" /></a></figure>
Photo Courtesy: FilipArtLab on Shutterstock.com
Check out more of Benzinga's Consumer Tech coverage by&nbsp;<a href="https://www.benzinga.com/topic/consumer-tech" target="_blank" rel="noreferrer noopener">following this link</a>.
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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.

Microsoft Brings OpenAI's Sora To The Masses With Free AI Video Generator In Bing App After Google's Veo 3 Wowed The Internet—Here's What You Can (And Can't) Do

The U.S. Department of Education has put a halt to its plans of reducing Social Security benefits for individuals who&nbsp;have been unable to pay their student&nbsp;loans, as per a department spokesperson.
What Happened:&nbsp;The U.S. Department of Education&nbsp;has put a hold on its plan to deduct Social Security benefits from those who&nbsp;have defaulted on their student&nbsp;loans,&nbsp;<a href="https://www.cnbc.com/2025/06/02/trump-pauses-social-security-benefit-cuts-over-defaulted-student-loans.html">CNBC</a>&nbsp;reported. Education Department spokesperson, Ellen Keast, confirmed the decision.
Meanwhile, Keast told The Hill, "In the coming weeks, the Department will begin proactive outreach to recipients about affordable loan repayment options and help them back into good standing.&#8221;
The Trump administration, which had previously announced the resumption of collection activities on the $1.6 trillion student loan portfolio, has now reversed its policy. The government had refrained from pursuing individuals who had fallen behind on payments for nearly five years due to COVID-19-related policies.
This policy change would bring relief to Social Security recipients, many of whom live on a fixed income and faced reductions of up to 15% in their benefits to repay defaulted student loans.
SEE ALSO:&nbsp;<a href="https://benzinga.com/crypto/cryptocurrency/25/06/45727395/tom-lee-predicts-bitcoin-to-hit-250000-by-end-of-2025-3m-long-term" target="_blank" rel="noreferrer noopener">Tom Lee Predicts Bitcoin To Hit $250,000 By End Of 2025, $3M Long Term &#8211; Benzinga</a>
Why It Matters: This decision comes just a day after experts warned that&nbsp;June <a href="https://www.benzinga.com/personal-finance/management/25/06/45717822/june-social-security-checks-could-drop-sharply-due-to-student-loan-garnishments-experts-share-ways-to-get-relief">Social Security checks</a> could see a significant drop&nbsp;for retirees who&nbsp;have defaulted on their student&nbsp;loans.&nbsp;The U.S. Department of Education&#8217;s decision to restart involuntary collections on defaulted student loans, including garnishing wages, intercepting tax refunds and seizing a portion of Social Security benefits, was expected to impact retirees from June onwards.
Earlier in May, it was reported that the U.S. Department of Education&#8217;s decision to&nbsp;<a href="https://www.benzinga.com/25/05/45601283/social-security-checks-could-shrink-for-450000-retirees-as-government-resumes-seizing-benefits-over-student-loan-defaults">resume involuntary</a> collections on defaulted student loans&nbsp;could directly affect around 452,000 Americans aged 62 and older. Many of these retirees could see their monthly Social Security checks significantly reduced, in some cases down to just $750.
The administration's move to pause these deductions provides these older borrowers additional time to get current on their payments and avoid future reductions in their benefit checks.
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<li>READ MORE:&nbsp;<a href="https://www.benzinga.com/news/politics/25/06/45737741/chuck-schumer-says-if-taco-trump-is-already-folding-on-iran-the-american-people-need-to-know-one-da">Chuck Schumer Says If &#8216;TACO Trump&#8217; Is Already Folding On Iran, The American People Need To Know: &#8216;One Day, He Sounds Tough, The Next Day He&#8217;s Backing Off&#8217;</a></li>
</ul>
Image via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Personal Finance

Trump Administration Pauses Social Security Garnishments Over Defaulted Student Loans: 'Department Will Begin Proactive Outreach To Recipients...'

The CNN Money Fear and Greed index showed some improvement in the overall market sentiment, while the index remained in the &#8220;Greed&#8221; zone on Monday.
U.S. stocks settled higher on Monday, with the Nasdaq Composite gaining more than 100 points during the session.
Wall Street closed on a positive note last month, with the S&amp;P 500 gaining more than 6.2% in May and the Nasdaq jumping 9.6%. Both indices recorded their strongest months since November 2023. The Dow surged 3.9% for the month.
President Donald Trump announced over the weekend that tariffs on steel and aluminum imports will be doubled to 50% starting June 4, reigniting trade tensions with China. Beijing responded by accusing Washington of seriously violating trade agreements and pledged to take strong measures to defend its interests. The renewed dispute ignited a rally in precious and industrial metals.
Campbell's Co. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CPB#NASDAQ">CPB</a>) posted better-than-expected third-quarter results. Lyra Therapeutics Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LYRA#NASDAQ">LYRA</a>) shares jumped over 310% on Monday after the company announced its ENLIGHTEN 2 Phase 3 trial of LYR-210 met its primary endpoint.
On the economic data front, the ISM manufacturing PMI declined to 48.5 in May compared to 48.7 in April, also missing market estimates of 49.5. U.S. construction spending declined by 0.4% month-over-month to an annual rate of $2,152.4 billion in April following a revised 0.8% fall in March.
Most sectors on the S&amp;P 500 closed on a positive note, with energy, communication services and information technology stocks recording the biggest gains on Monday. However, industrial stocks bucked the overall market trend, closing the session lower.
The Dow Jones closed higher by around 35 points to 42,305.48 on Monday. The S&amp;P 500 gained 0.41% to 5,935.94, while the Nasdaq Composite climbed 0.67% at 19,242.61 during Monday's session.
Investors are awaiting earnings results from Dollar General Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DG#NYSE">DG</a>), Signet Jewelers Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SIG#NYSE">SIG</a>) and Ferguson Enterprises Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FERG#NYSE">FERG</a>) today.
What is CNN Business Fear &amp; Greed Index?
At a current reading of 62.3, the index remained in the &#8220;Greed&#8221; zone on Monday, versus a prior reading of 61.6.
The Fear &amp; Greed Index is a measure of the current market sentiment. It is based on the premise that higher fear exerts pressure on stock prices, while higher greed has the opposite effect. The index is calculated based on seven equal-weighted indicators. The index ranges from 0 to 100, where 0 represents maximum fear and 100 signals maximum greediness.
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Photo courtesy: Shutterstock

Pre-Market Outlook

LYRA

Nasdaq Surges Over 100 Points Despite Renewed Trade Concerns: Investor Sentiment Improves, Fear Index Remains In 'Greed' Zone

Snowflake Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SNOW#NYSE">SNOW</a>) announced its intent to acquire Crunchy Data at Snowflake Summit 2025, bringing enterprise-grade PostgreSQL capabilities to its AI Data Cloud platform.
The acquisition addresses growing demand for secure, compliant database solutions in artificial intelligence applications.
What Happened: The deal will integrate Crunchy Data&#8217;s PostgreSQL technology into Snowflake Postgres, targeting the $350 billion database market opportunity. PostgreSQL remains the preferred choice among 49% of developers globally, making this acquisition strategically significant for Snowflake&#8217;s enterprise customers.
&#8220;We&#8217;re tackling a massive $350 billion market opportunity and a real need for our customers to bring Postgres to the Snowflake AI Data Cloud,&#8221; said Vivek Raghunathan, SVP of Engineering at Snowflake. The company positions this as part of its comprehensive data and AI platform strategy.
Crunchy Data brings specialized expertise in regulated environments, including FedRAMP compliance, essential for federal agencies and Fortune 500 financial institutions. &#8220;Our deep-rooted commitment to stringent security and comprehensive compliance has made us the trusted Postgres partner for organizations across regulated industries,&#8221; said Paul Laurence, Co-Founder at Crunchy Data.
See Also: <a href="https://www.benzinga.com/markets/equities/25/06/45738435/elizabeth-warren-says-trump-approved-the-largest-meat-company-in-world-to-be-listed-on-nyse-ignoring-corruption-and-bribery-history-demands-answers">Elizabeth Warren Says Trump &#8216;Approved&#8217; The Largest Meat Company In World To Be Listed On NYSE Ignoring Corruption And Bribery History, Demands Answers</a>
Why It Matters: Snowflake recently reported strong first-quarter performance with revenue of $1.04 billion, up 26% year-over-year, beating <a href="https://www.benzinga.com/trading-ideas/movers/25/05/45623498/snowflakes-ai-driven-insights-to-power-la28-olympic-and-paralympic-games">analyst estimates of $1.01 billion</a>. The company expects second-quarter product revenue of approximately $1.03-$1.04 billion, representing 25% growth. 
The acquisition requires regulatory approval and customary closing conditions. Snowflake Postgres will be available in private preview following deal completion, with the company committing to support existing Crunchy Data customers and the broader PostgreSQL community.
Price Action: Snowflake stock closed at $210.17 on June 2, up 2.19%. After hours, it rose slightly to $210.20. Year to date, the stock is up 33.43%, according to <a href="https://pro.benzinga.com/dashboard">data from Benzinga Pro</a>.
SNOW shows weak growth and valuation metrics based on the Benzinga Edge Stock Ranking. However, the stock is experiencing positive momentum and a favorable short- to long-term price trend. Click <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">here for the full stock breakdown</a>.
<figure class="wp-block-image aligncenter size-full is-resized"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img loading="lazy" decoding="async" width="878" height="644" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/03023736/image-13.png" alt="" class="wp-image-936068" style="width:540px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/03023736/image-13.png 878w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/03023736/image-13-300x220.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/03023736/image-13-768x563.png 768w" sizes="(max-width: 878px) 100vw, 878px" /></a></figure>
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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

SNOW

Snowflake Sets Sights On $350 Billion Database Market With Crunchy Data Acquisition

HLIT

Harmonic And CUJO AI Collaborate To Enable Adaptive, Low-Latency Broadband Connectivity For Interactive Applications At Scale

While the U.S. Dollar and Treasury yields have moved in the same direction in the past, this pattern has seen a significant divergence since April 2025, affecting the long-standing relationship between these asset classes.
What Happened: According to the data, since the &#8220;Liberation Day&#8221; <a href="https://www.benzinga.com/25/04/44616760/donald-trump-sets-reciprocal-tariffs-on-key-trade-partners-in-historic-policy-shock">tariffs on April 2</a>, the 10-year note yield has risen by +27 basis points, to 4.43%.
Whereas, the Dollar Index has slipped from 103.81 on April 2nd to 98.86 as of today, falling by 4.77% in the same period.
This decoupling is the result of a confluence of factors. According to the AI-powered financial management application, Alva, &#8220;Rising yields usually mean a stronger dollar, but now it's deficit anxiety, Moody's downgrades, and trade war risk driving global capital to safer havens like gold and the franc.&#8221;
Economist Peter Schiff said in an X post that the divergence was also a result of the fact that &#8220;Treasuries are now considered a risk asset.&#8221;
&#8220;When the threat is inflation and a weak dollar, there&#8217;s no safety in Treasuries,&#8221; he added.
<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">The <a href="https://twitter.com/CNBCFastMoney?ref_src=twsrc%5Etfw">@CNBCFastMoney</a> crew was wondering why Treasuries aren&#39;t getting a safe haven bid. If they still had me as a guest they&#39;d know. I&#39;ve been warning that Treasuries are now considered a risk asset. When the threat is inflation and a weak dollar, there&#39;s no safety in Treasuries.
&mdash; Peter Schiff (@PeterSchiff) <a href="https://twitter.com/PeterSchiff/status/1929690267856392390?ref_src=twsrc%5Etfw">June 3, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
According to LPL Research, &#8220;Treasury yields are primarily a function of growth and inflation expectations, so as the economic data goes, so go Treasury yields.&#8221;
The note also highlighted that several obstacles are preventing the Federal Reserve from cutting rates, &#8220;but if the economic data starts to show a weakening economy, particularly with this week&#8217;s jobs report, Treasury yields will likely fall from elevated levels.&#8221;
&#8220;Until the economic data softens, we think volatility in the Treasury market is here to stay, which should allow markets to price in more rate cuts from the Fed,&#8221; the LPL note added.
See Also: <a href="https://www.benzinga.com/markets/equities/25/06/45739065/sp-500-reverses-short-term-downtrend-after-april-lows-technical-evidence-shows-recovery-is-real-and-not-a-bull-trap-or-bear-market-rally">S&amp;P 500 Reverses Short-Term Downtrend After April Lows: Technical Evidence Shows &#8216;Recovery Is Real&#8217; And Not A &#8216;Bull Trap&#8217; Or &#8216;Bear Market Rally&#8217;</a>
Why It Matters: As of the publication of this article, the U.S. Dollar Index was 0.13% higher at 98.86, whereas the 10-year Treasury bond yield stood at 4.43%.
In an earlier post from April, Jim Bianco, the president and founder of Bianco Research LLC, highlighted that the <a href="https://www.benzinga.com/25/04/44920880/expert-flags-never-before-observed-trio-falling-stocks-and-short-yields-bucking-rising-long-yields-nothing-is-normal-about-this">divergence of rising yields</a> and weakness in the U.S. dollar was a "measure of stress in markets.&#8221; 
"Higher rates are not supporting the dollar right now. This means they might have to go a lot higher to stop the dollar from falling," he added.
<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">1/2 The breaking of this relationship is a measure of stress in markets &#8230; it continues to widen.(Higher rates are not supporting the dollar right now. This means they might have to go a lot higher to stop the dollar from falling.) <a href="https://t.co/PRj6mYNu0J">pic.twitter.com/PRj6mYNu0J</a>
&mdash; Jim Bianco (@biancoresearch) <a href="https://twitter.com/biancoresearch/status/1914160730535756287?ref_src=twsrc%5Etfw">April 21, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
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 Monday. The SPY was up 0.56% at $592.71, while the QQQ advanced 0.79% to $523.21, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a> data.
The futures of the S&amp;P 500, Nasdaq 100, and Dow Jones declined on Tuesday.
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</ul>

Treasuries

US Dollar Decouples With 10-Year Treasuries As Trade Tensions Change Long-Standing Relationships Between Asset Classes

Web of Science Provides Expanded Access to Essential Research Tools and Data for Canadian Libraries and Research Institutions

CLVT

Clarivate And CRKN Sign Multi-Year Web Of Science Agreement To Expand Access For 55 Canadian Universities Through 2029

인터내셔널 데이터 코퍼레이션(International Data Corp: IDC)는 2024년 4분기 <a href="https://www.benzinga.com/topic/smartphones" target="_blank" rel="noopener">전 세계 스마트폰 출하량</a>이 2.4% 증가한 3억 3,170만 대를 기록했다는 예비 데이터를 발표했다.
이는 6개 분기 연속 출하량 성장이며, 지난 2년간의 감소세 이후 2024년은 6.4% 성장과 12억 4천만 대의 출하량으로 한 해를 마감했다.
<a href="//www.idc.com/getdoc.jsp?containerId=prUS53072325"" target="_blank" rel="noopener">IDC의 애널리스트</a>인 나빌라 포팔(Nabila Popal)은 공급업체들이 프로모션에 집중하고, 다양한 가격대의 디바이스를 출시하고, 무이자 할부 프로그램을 제공하고, 공격적으로 디바이스를 거래하여 프리미엄화를 촉진했으며, 특히 중국과 신흥 시장에서 저가형 디바이스를 강화함으로써 성장을 촉진하기 위한 전략을 성공적으로 조정했다고 언급했다.
포팔은 2025년의 지속적인 성장에 대해 낙관적인 전망을 내놓으면서도 업계에 불확실성을 촉발한 도널드 트럼프 행정부의 관세 위협을 지적했다.
IDC는 2025년에도 교체 주기가 계속 길어지고, 억눌린 수요가 충족됨에 따라 시장이 더딘 속도로 성장할 것으로 예상한다.
애플(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>)과 삼성전자(OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>)는 4분기 및 한 해 동안 상위 1, 2위 자리를 유지했지만, 두 회사 모두 전년 대비 하락세를 보였고 올해에는 저렴한 디바이스, 빠른 확장, 중국 내 개발에 주력하며 전체 시장을 주도한 중국 업체들에게 시장 점유율을 빼앗겼다.
한편 샤오미(OTC:<a class="ticker" href="https://www.benzinga.com/stock/XIACF#OTC">XIACF</a>)(OTC:<a class="ticker" href="https://www.benzinga.com/stock/XIACY#OTC">XIACY</a>)는 상위 5개 업체 중 가장 높은 전년 대비 성장률을 기록하며 분기 및 연간 3위를 차지했다. 트랜션(Transsion)은 4위를 차지했지만 분기별로는 비보(Vivo), 연간으로는 오포(Oppo)와 동률을 기록했다.
프란시스코 제로니모(Francisco Jeronimo)는 4분기에 괄목할 만한 성과를 거둔 업체로 샤오미, 오포, 비보, 아너(Honor), 화웨이(Huawei), 레노보(Lenovo), 리얼미(Realme), 트랜션, TCL, ZTE를 꼽았다. 이들 업체는 분기 사상 최대 출하량을 기록하며 전 세계 스마트폰 출하량의 56%를 차지했다.
제로니모는 이들 브랜드의 핵심 시장은 여전히 중국과 아시아지만, 중저가 디바이스 덕분에 유럽과 아프리카에서 입지를 넓혀가고 있다고 언급했다. 화웨이는 하이엔드 및 프리미엄 부문에서 대부분의 출하량을 기록하며 차별화되고 있다.
또한 이번 주에 카운터포인트(Counterpoint)는 2024년에 애플 인텔리전스 기능이 없는 아이폰이 중국에서 인기를 얻지 못하면서, 국내 업체들에게 자리를 내주었다고 <a href="https://www.benzinga.com/markets/emerging-markets/25/01/42951487/apples-iphone-market-share-declines-in-china-huawei-and-xiaomi-gain-momentum-in-2024-counterpoint" target="_blank" rel="noopener">지적했다</a>.
카운터포인트에 따르면 2024년 전 세계 스마트폰 판매량은 유럽, 중국, 라틴 아메리카를 중심으로 4% 성장했다.
카운터포인트는 AI 기능을 갖춘 스마트폰이 중급 기기의 표준이 될 것으로 예상한다. 카운터포인트는 2028년까지 250달러 이상 스마트폰의 90%가 생성형 AI를 지원할 것으로 예상한다.
지난 12개월 동안 애플 주가는 28% 급등했다. 투자자들은 iShares Global Tech ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IXN#NYSE">IXN</a>)와 Fidelity MSCI Information Technology Index ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FTEC#NYSE">FTEC</a>)를 통해 애플 주식에 노출될 수 있다.
주가 움직임: 애플 주가는 화요일 0.48% 하락한 233.28달러에 마감했다.
이 기사도 읽어보세요: <a href="https://kr.benzinga.com/news/usa/stocks/2025%EB%85%84-%EB%B0%98%EB%8F%84%EC%B2%B4-%EC%8B%9C%EC%9E%A5%EC%9D%98-%EB%9E%A0%EB%A6%AC-%ED%99%95%EB%8C%80-%EC%A0%84%EB%A7%9D-%EC%B6%94%EC%B2%9C-%EC%A2%85%EB%AA%A9%EA%B3%BC-%ED%94%BC%ED%95%B4/" target="_blank" rel="noopener">2025년 반도체 시장의 랠리 확대 전망: 추천 종목과 피해야 할 종목은?</a>
사진 제공: 애플
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인공지능(AI)을 테마로 한 상장지수펀드(ETF)는 자산 운용사들이 <a href="https://www.benzinga.com/topic/artificial-intelligence" target="_blank" rel="noopener" data-google-interstitial="false">인공지능</a>을 둘러싼 관심이 높아지는 것을 활용하면서 상당한 급증을 목격하고 있다. 모닝스타(Morningstar)에 따르면 올해 AI 중심 ETF 24개 중 1/3 이상이 출시되었다.
무슨 일이 (What Happened): 지난주에만 인공 지능에 초점을 맞추기 위해 브랜드가 변경된 ETF를 포함해 3개의 새로운 ETF가 AI 부문에 진출했다고 월요일 로이터가 보도했다. AI ETF의 총 자산은 현재 45억 달러에 이르렀으며, 이는 원자력 테마 ETF가 보유한 55억 달러에 근접하고 대마초 부문의 13억 7천만 달러를 넘어섰다.
모닝스타의 수석 분석가인 다니엘 소티로프(Daniel Sotiroff)는 &#8220;그들의 수가 증가하고 있는 것에 놀랍지 않다&#8221;고 언급하면서, 산업의 빠른 속도가 빠른 수익을 원하는 투자자들을 끌어들인다고 강조했다.
참고: <a href="https://kr.benzinga.com/news/usa/stocks/11%EC%9B%94-%EA%B8%88%EB%A6%AC-%EC%9D%B8%ED%95%98-%EA%B1%B0%EC%9D%98-%EA%B2%B0%EC%A0%95-%EC%97%B0%EC%A4%80%EC%9D%98-%EB%A7%88%EC%A7%80%EB%A7%89-%EA%B2%B0%EC%A0%95-%EC%9D%B4%ED%9B%84-%EA%B0%80/" target="_blank" rel="noopener">11월 금리 인하가 거의 확정된 상황: 최근 연준 결정 이후 가장 많이 상승한 10개 주식</a>
Benzinga Pro 데이터에 따르면, 지난 1년 동안 AI 기반 ETF의 성과는 다음과 같다:
Global X Robotics and Artificial Intelligence ETF(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BOTZ#NASDAQ">BOTZ</a>): 현재 순자산 25억 1천만 달러, 순자산 가치(NAV)가 31.59달러인 BOTZ는 40.39% 상승했다. AI 관련 주요 보유 종목으로는 엔비디아(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)와 생명공학 회사 인튜이티브 서지컬(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ISRG#NASDAQ">ISRG</a>)가 있다.
Global X Artificial Intelligence &amp; Technology ETF(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AIQ#NASDAQ">AIQ</a>): 순자산 22억 7,000만 달러, NAV가 37.36달러인 AIQ는 43.64% 상승했다. 오라클(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>), 시스코 시스템즈(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>)및 메타 플랫폼스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>)는 이 ETF의 최고 AI 관련 자산 중 일부이다.
iShares US Technology ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IYW#NYSE">IYW</a>): IYW는 지난 1년 동안 50.72% 상승했다. 이 ETF는 155.42달러의 NAV와 192억 4천만 달러의 순자산을 보유하고 있으며, 애플(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), 엔비디아, 마이크로소프트(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) 및 브로드컴(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>)과 같은 기술 주식에도 투자할 수 있다. 이들 주식은 AI에 대한 관심 덕분에 눈부신 성장을 목격했다.
Fidelity MSCI Information Technology Index ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FTEC#NYSE">FTEC</a>): 이 ETF는 48.55% 상승했으며, 애플, 마이크로소프트, 엔비디아, 알파벳 및 브로드컴과 같은 주식에 투자할 수 있다. 순자산은 120억 5천만 달러이다.
왜 중요한가 (Why It Matters): AI 테마 ETF의 급증은 인공지능 기술에 대한 수요 증가에 의해 주도되는 광범위한 추세의 일환이다. 최근 엔비디아가 잠시 애플을 제치고 <a href="https://www.benzinga.com/markets/equities/24/10/41551461/nvidia-overtakes-apple-as-worlds-most-valuable-company-again">세계에서 가장 가치 있는 회사</a>가 된 바 있다. 이는 AI 슈퍼컴퓨팅 칩에 대한 수요 증가에 의해 촉발된 것이다. 이는 기술 분야에서 AI의 중요성이 커지고 있음을 강조한다.
더욱이, <a href="https://www.benzinga.com/news/24/10/41351070/imf-warns-ai-in-stock-trading-can-boost-efficiency-but-warns-of-increased-market-volatility">국제통화기금</a>(IMF)는 AI가 시장 효율성을 높일 수 있는 잠재력을 가지고 있지만, 시장 변동성과 사이버 위협의 증가를 경고했다. IMF의 글로벌 금융 안정성 보고서는 AI 기반 거래가 시장을 혁신할 수 있다고 제안하지만, 그 채택은 여전히 제한적이라고 경고한다. 또한, 규제가 덜한 비은행 금융 중개 기관들로의 투자 이동 가능성에 대해 경고하여 시장 감독을 복잡하게 만들 수 있다.

다음 읽기:
<ul>
<li><a href="https://www.benzinga.com/news/24/10/41517027/five-us-banks-face-billions-in-losses-as-silvers-price-spike-hits-short-sellers-hard-report?itm_source=parsely-api" target="_blank" rel="noreferrer noopener">5개 미국 은행, 은 가격 급등으로 공매도 투자자에게 타격: 수십억 달러 손실 직면</a></li>
</ul>
면책사항: 이 내용은 일부가 <a href="https://www.benzinga.com/author/benzinga-neuro" target="_blank" rel="noreferrer noopener">Benzinga Neuro</a>의 도움을 받아 작성되었으며, Benzinga 편집자에 의해 검토 및 게시되었습니다.
사진 제공: Unsplash
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엔비디아(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)는 6월 20일 목요일 이후 시장 가치가 5,500억 달러라는 엄청난 손실을 입은 후 화요일 <a href="https://www.benzinga.com/markets/equities/24/06/39454317/nvidia-stock-slides-nearly-2-in-premarket-following-last-weeks-pullback-whats-going-on" target="_blank" rel="noopener" data-google-interstitial="false">6% 이상 상승</a>했다. 이 회사는 지난주 시가총액 3조 4,600억 달러에 도달하면서 지구상에서 가장 가치 있는 기업이 되었다.
이 인공 지능(AI) 회사는 목요일 이후 16% 하락한 후 화요일까지 3조 1,000억 달러로 다시 상승하여 3조 3,400억 달러의 가치를 지닌 마이크로소프트(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>)와 3조 2,200억 달러의 가치를 보유한 애플(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>)에 이어 세 번째로 가치 있는 기업으로 자리매김했다.
파이낸셜 타임스(FT)의 <a href="https://www.ft.com/content/7332b1f8-cf7c-4bfa-82f4-88d0deb23f98">보도</a>에 따르면 올해 거의 140% 급등한 후 엔비디아가 S&amp;P 500 지수를 장악하는 것에 대한 우려로 인해 일부 분석가들은 이 칩 제조업체의 대규모 매도가 더 광범위한 시장 침체를 촉발할 수 있다고 경고했다.
스티펠(Stifel)의 최고 주식 전략가인 배리 배니스터(Barry Bannister)는 FT에 &#8220;엔비디아가 앞으로 몇 달 동안 상당한 조정을 한다면 [S&amp;P 500]이 계속 상승하기가 매우 어려워질 것&#8221;이라고 말했다. &#8220;그리고 엔비디아는 속도를 늦출 것이다.&#8221;
CEO이자 공동 창업자인 젠슨 황이 세계에서 가장 가치 있는 기업으로 등극한 며칠 만에 약 9,500만 달러 상당의 주식을 매도했다는 사실이 금요일 공개된 이후 월요일 주가는 4% 하락했다. 파이낸셜 타임스에 따르면 이번 거래는 이전에 3월에 수립된 규칙 10b5-1 판매 계획의 일부로, 예정된 거래일정에 따라 진행된 것으로 보인다.
6월 20일 목요일부터 화요일까지 엔비디아의 하락은 PHLX 반도체 지수(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOX#NASDAQ">SOX</a>)가 2.5% 하락하고, 기술주 중심의 나스닥 종합지수를 추적하는 Invesco QQQ 트러스트(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>)가 목요일 이후 0.4% 하락하는 등 광범위한 칩 제조 부문에 부담을 주었다.
주가 움직임: 엔비디아의 주식은 화요일 6.76% 상승한 126.09달러에 마감했다. 이후 시간외 거래에서 1.22% 추가 상승했다.
화요일에 iShares U.S. Technology ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IYW#NYSE">IYW</a>)는 1.7% 상승했고 Fidelity MSCI Information Technology Index ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FTEC#NYSE">FTEC</a>)는 1.4% 상승했으며 First Trust Dow Jones Internet Index Fund(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FDN#NYSE">FDN</a>)는 1.4% 상승했다.
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