First Trust Nasdaq Semiconductor ETF (NASDAQ: FTXL)

에 대한 최신 뉴스 First Trust Nasdaq Semiconductor ETF (NASDAQ:FTXL)

First Trust Nasdaq Semiconductor ETF

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The Fund will normally invest at least 90 percent of its net assets (including investment borrowings) in the securities that comprise the Index. The Fund, using an indexing investment approach, attempts to replicate, before fees and expenses, the performance of the Index. The Index is owned and is developed, maintained and sponsored by Nasdaq, Inc. (the Index Provider). The Index Provider may, from time to time, exercise reasonable discretion as it deems appropriate in order to ensure Index integrity.

Nvidia Corp

Broadcom Inc

Qualcomm Inc.

Applied Materials, Inc.

Texas Instruments Inc

Analog Devices, Inc.

Kla Corp.

Skyworks Solutions Inc.

Nxp Semiconductors N V

Intel Corp.

Marvell Technology Group Ltd. [Mrvl]

Micron Technology, Inc.

Lam Research Corp

Advanced Micro Devices Inc.

Avnet Inc

Chips, semiconductor shutterstock_2198551397

Sector ETFs

Tech

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AMAT

COWZ

FTXL

HXSCF

NVDA

SIMS

iShares PHLX SOX Semiconductor Sector Index Fund

SOXX

월스트리트 저널의 보도에 따르면 트럼프 행정부가 중국에 대해 더 엄격한 무역 제재를 재도입할 가능성이 높다는 소식에 금요일 반도체 ETF 흔들렸다. 이는 인공지능(AI) 기반의 칩 랠리가 시작되는 시점에 미국-중국 기술 갈등을 재점화할 것으로 보인다.

트럼프 시대 정책 부활 속에 TSMC, ASML, 엔비디아가 반도체 ETF들의 하락을 주도

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QCOM

JP 모건의 분석가 사믹 채터지(Samik Chatterjee)가 퀄컴(NASDAQ:QCOM)에 대한 비중확대 등급을 유지했다. 삼성 전자가 최근 최신 플래그십 스마트폰인 S25를 출시했다. 이 스마트폰은 모든 변형에 스냅드래곤(Snapdragon) 칩셋이 탑재되어 있다.

퀄컴은 삼성전자 S25 칩셋 거래를 통해 20억 달러의 추가 수익을 획득: 분석가

Barcelona,,Spain.,November,28,,2022:,Microchips,With,The,Tsmc,Logo

Media

AAPL

GOOG

GOOGL

MSFT

대만 반도체 제조(TSMC)(NYSE:TSM)는 AI에 대한 높은 수요와 가전 제품 회복으로 인해 5월 매출이 30% 증가하여 2,296억 신 대만달러(71억 달러)에 도달했다. 블룸버그는 세계 최대의 계약 칩 제조업체인 TSMC가 마이크로소프트(NASDAQ:MSFT) 및 오픈AI와 같은 회사들에 공급하는 엔비디아(NASDAQ:NVDA)의 반도체를 생산한다고 보도했다.

대만의 TSMC, 인공 지능 붐에 맞추어 5월 71억 달러의 매출 전망 보고

X has been working on its payment service for some time now and a new report has revealed that it also plans to include a physical debit card.
What Happened: The app&#8217;s recent updates reveal code strings indicating features like card activation, shipping status checks, and more, according to a report <a href="https://techcrunch.com/2025/06/20/x-app-code-points-to-a-physical-card-coming-to-x-money/">by</a> TechCrunch on Friday.
The new debit card, customizable with users&#8217; X usernames, is part of X&#8217;s broader strategy to compete with&nbsp;digital banks and payment services. The news follows&nbsp;Linda Yaccarino, X&#8217;s CEO, announcing a partnership with&nbsp;Visa&nbsp;for the X Money service,&nbsp;which will enable instant funding of&nbsp;X Wallet accounts via Visa&nbsp;Direct.
Yaccarino mentioned that this is the first of many announcements for X Money this year. The company has been securing&nbsp;money transmitter licenses across the&nbsp;U.S., now covering 40 states and Washington, D.C. The app&#8217;s code also hints at potential cashback and deferred debit features, and mentions support for&nbsp;MasterCard&nbsp;and&nbsp;Amex.
Also Read: <a href="https://www.benzinga.com/news/financing/25/06/46019534/elon-musks-x-plans-to-launch-in-app-stock-trading-to-challenge-robinhood-sofi-ceo-says-youll-whole-financial-life-could-be-on-the-platform">Elon Musk&#8217;s X Plans To Launch In-App Stock Trading To Challenge Robinhood, SoFi — CEO Says You&#8217;ll &#8216;Whole Financial Life&#8217; Could Be On The Platform</a>
Why It Matters: Elon Musk, owner of X, has long aimed to transform the app into an &#8220;everything app,&#8221; incorporating payments and banking. This aligns with his earlier ventures, including co-founding X.com, which evolved into PayPal . X plans to announce X Money later this year.
The introduction of a physical debit card is part of&nbsp;<a href="https://www.benzinga.com/25/01/43376448/elon-musks-x-money-to-see-about-600-million-active-monthly-users-via-visa-direct-integration">Elon Musk&#8217;s vision</a>&nbsp;for X as an all-encompassing financial platform. Earlier this year, it was revealed that X Money could potentially reach around 600 million active monthly users through its integration with Visa Direct, enhancing the platform&#8217;s capability for instant fund transfers.
Additionally, the move aligns with X&#8217;s broader strategy to offer a comprehensive suite of financial services, including <a href="https://www.benzinga.com/news/financing/25/06/46019534/elon-musks-x-plans-to-launch-in-app-stock-trading-to-challenge-robinhood-sofi-ceo-says-youll-whole-financial-life-could-be-on-the-platform">in-app stock trading</a>, which aims to challenge existing platforms like Robinhood Markets and SoFi Technologies. This initiative underscores X&#8217;s ambition to integrate users&#8217; entire financial lives into its ecosystem.
Furthermore, Musk&#8217;s push for a&nbsp;<a href="https://www.benzinga.com/markets/cryptocurrency/25/01/42806463/elon-musks-push-for-crypto-powered-everything-app-reflected-in-x-money-leak-as-bitcoin-hovers-around-100k">crypto-powered &#8220;everything app&#8221;</a>&nbsp;is reflected in&nbsp;the X Money service, which&nbsp;may include cryptocurrency features. This aligns with Musk&#8217;s longstanding interest in digital currencies and his previous ventures in the fintech space.
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Image Via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Elon Musk's X To Offer Physical Debit Cards As Part Of His 'Everything App' Vision: Report

To avoid a <a href="https://www.benzinga.com/news/24/01/36590820/google-dealt-a-blow-in-2-6b-eu-antitrust-fine-as-court-advisor-suggests-dismissing-appeal">hefty fine from the EU</a>, Alphabet Inc.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) Google is reportedly offering to revamp its search results to better showcase rivals, as scrutiny over the tech giant&#8217;s dominance intensifies.
What Happened: According to internal documents seen by Reuters, Google has proposed new concessions aimed at satisfying the European Commission's concerns over its preferential treatment of in-house services like Google Shopping, Flights and Hotels.
Under the new proposal, a vertical search service (VSS) chosen by objective, non-discriminatory criteria would receive a prominent box at the top of Google&#8217;s search page, formatted identically to Google's listings.
This box would include three direct links selected by the rival VSS, covering areas like hotels, restaurants, airlines and transport. Other VSS results would still appear, but without the dedicated box—unless clicked by users, the report noted.
See Also: <a href="https://www.benzinga.com/markets/tech/25/06/45827474/google-co-founder-larry-page-predicted-a-machine-that-would-understand-everything-on-the-web-has-that-25-year-old-pipe-dream-finally-turned-into-reality">Google Co-Founder Larry Page Predicted A Machine That Would &#8216;Understand Everything On The Web,&#8217; Has That 25-Year Old Pipe Dream Finally Turned Into Reality?</a>
&#8220;We do not agree with the (Commission&#8217;s) preliminary findings&#8217; position but, on a without prejudice basis, we want to find a workable solution to resolve the present proceedings,&#8221; the documents sent by both Google and the Commission to the rivals read.
The European Commission is expected to host a feedback meeting with rival companies on July 8. However, some rivals, speaking anonymously, expressed dissatisfaction, claiming Google's changes still fall short of ensuring fair competition, the report said.
Why It&#8217;s Important: In January, <a href="https://www.benzinga.com/25/01/43274659/google-fights-record-eu-android-fine-claims-users-choose-its-services-over-rivals">Google also challenged</a> a record $4.55 billion EU antitrust fine in court, arguing that users naturally preferred its search engine and Chrome browser.
Alphabet posted <a href="https://www.benzinga.com/25/04/44995955/alphabet-q1-earnings-highlights-google-search-youtube-cloud-show-robust-momentum">first-quarter revenue</a> of $90.23 billion, marking a 12% increase from the prior year and surpassing the Street consensus estimate of $89.2 billion, according to Benzinga Pro. Google Search contributed $50.7 billion, up from $46.2 billion.
Benzinga's Edge Stock Rankings show that Alphabet continues to trend upward across short, medium and long-term timeframes. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">Additional performance details are available here</a>.
<figure class="wp-block-image aligncenter 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/2025/06/21031103/Screenshot-2025-06-21-at-12.39.03%E2%80%AFPM.png" alt="" class="wp-image-956933" /></a></figure>
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<li><a href="https://www.benzinga.com/markets/tech/25/06/45988600/mark-zuckerbergs-meta-dangled-100-million-signing-bonuses-to-openai-team-members-says-sam-altman-happy-none-of-our-best-people-took-them" target="_blank" rel="noreferrer noopener">Mark Zuckerberg&#8217;s Meta Dangled ‘$100 Million Signing Bonuses&#8217; To OpenAI Team Members, Says Sam Altman: Happy ‘None&#8217; Of Our Best People Took Them</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: JHVEPhoto / Shutterstock.com

Google Offers To Boost Rivals In Search Results To Avoid EU Antitrust Fine Under Digital Markets Act: Report

Mitsubishi Corp. has announced a $3.9 billion investment in the U.S. clean energy sector. This marks Mitsubishi's most significant U.S. energy commitment since its founding in 1870
What Happened: The company plans to increase its solar power generation capacity in the U.S. by 160% by 2028, according to a report <a href="https://asia.nikkei.com/Business/Energy/Japan-s-Mitsubishi-Corp.-bets-big-on-US-solar-with-3.9bn-expansion-plan">by</a> Nikkei Asia.
This expansion is not a standalone initiative—it's part of Mitsubishi's broader goal to double its global renewable energy capacity by 2031.
Mitsubishi's move aligns with the growing momentum in the U.S. renewables market, driven by government incentives, grid modernization efforts, and rising demand for sustainable energy. The decision reflects a calculated response to these converging trends, not a speculative bet.
In the U.S., Mitsubishi operates in the energy space through Diamond Generating Corp., Nexamp Inc., and Boston Energy Trading &amp; Marketing.
Why It Matters: The investment comes amid the U.S. renewable market gaining momentum with government incentives and an increase in sustainable energy demand.
At present, Mitsubishi Corp. operates solar assets with a total output of about 1.1 gigawatts through its U.S. subsidiary Nexamp, based in Massachusetts. The plan is to elevate this number to 2.9 GW by 2028.
Nexamp will transition its procurement to local suppliers such as Heliene and Silfab Solar. The company also has plans to inaugurate its first mega solar farm in the Southwest in 2027, along with high-output plants in the Midwest and other regions.
Despite the anticipated reduction in tax credits for solar power generation from 2029, a source from Itochu mentioned that the cost of solar power is sufficiently low to allow for project development without dependence on subsidies.
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Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Image via Shutterstock

Mitsubishi Makes Largest US Energy Bet Since 1870 With $3.9 Billion Solar Push

Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) executives have held internal discussions <a href="https://www.benzinga.com/markets/equities/25/06/45899111/apple-may-end-up-acquiring-perplexity-like-it-did-with-beats-in-2014-says-dan-ives-consumers-need-reasons-to-upgrade-as-iphone-maker-falls-way-behind-in-ai-race">about potentially acquiring</a> Perplexity AI.
What Happened: Adrian Perica, Apple's head of M&amp;A, floated the idea with senior leaders, including services chief Eddy Cue, <a href="https://www.bloomberg.com/news/articles/2025-06-20/apple-executives-have-held-internal-talks-about-buying-ai-startup-perplexity?srnd=phx-technology">reported</a> Bloomberg, citing people familiar with the matter.
The talks are still in early stages and to date, no direct outreach to Perplexity has occurred, said the report.
Perplexity AI, responding to the publication, stated, "We have no knowledge of any current or future M&amp;A discussions involving Perplexity."
Apple did not immediately respond to <a href="https://pro.benzinga.com/dashboard">Benzinga's</a> request for comments.
See Also:&nbsp;<a href="https://www.benzinga.com/25/03/44069535/anthropic-ceo-dario-amodei-pushes-for-stronger-us-ai-safeguards-saying-autocracies-like-china-and-russia-could-use-ai-to-expand-their-power" target="_blank" rel="noreferrer noopener">Jeff Bezos-Backed Anthropic Pushes For Stronger US AI Safeguards, Saying Autocracies Like China, Russia Could Use AI To Expand Their Power</a>
Why It's Important: On Friday, Apple was sued by shareholders who claim the company misled investors about how quickly advanced AI features — <a href="https://www.benzinga.com/25/03/44345486/apple-scrambles-to-fix-siris-ugly-and-embarrassing-ai-failures-after-public-missteptop-executive-admits-marketing-it-too-soon-made-things-worse">especially improvements</a> to Siri — would be integrated, reported Reuters.
The complaint, filed in San Francisco federal court, accuses Apple executives, including CEO Tim Cook, of downplaying delays in AI development, which allegedly impacted iPhone sales and stock value.
Since peaking in December 2024, the company has seen a decline of nearly $900 billion in market value, the report noted.
Price Action: Apple shares have fallen 17.57% since the beginning of the year and are down 3.13% over the past 12 months, according to <a href="http://pro.benzinga.com/dashboard">Benzinga Pro</a>.
Benzinga's Edge Stock Rankings highlight a consistent downward trend for Apple across short, medium and long-term timeframes. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">Further performance details are available here</a>.
<figure class="wp-block-image aligncenter 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/2025/06/21020223/Screenshot-2025-06-21-at-11.20.06%E2%80%AFAM.png" alt="" class="wp-image-956909" /></a></figure>
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<li><a href="https://www.benzinga.com/markets/equities/25/06/45889800/dow-jones-breaks-43000-palantir-hits-new-record-highs-whats-driving-markets-wednesday" target="_blank" rel="noreferrer noopener">Dow Jones Breaks 43,000, Palantir Hits New Record Highs: What&#8217;s Driving Markets Wednesday?</a></li>
</ul>
Photo courtesy: jamesteohart / Shutterstock.com

Apple Eyes Perplexity AI Acquisition While Facing Shareholder Lawsuit Over Exaggerated AI Progress: Report

California&#8217;s ongoing legal conflict with the Trump administration over the deployment of military forces in Los Angeles has escalated after an appeals court decision that provided Donald Trump with a procedural advantage.
What Happened: California&#8217;s legal dispute with the Trump administration over military deployment in Los Angeles returned to a federal court in San Francisco, according to a report <a href="https://www.theguardian.com/us-news/2025/jun/20/california-troops-national-guard-los-angeles">by</a> The Guardian on Friday.
The Ninth Circuit appellate panel&#8217;s decision on Thursday allowed Trump to maintain control over the National Guard troops he deployed amid protests against immigration raids.
This ruling overturned a temporary restraining order by US District Judge Charles Breyer, who previously determined Trump&#8217;s actions were illegal without California Governor Gavin Newsom&#8216;s consent.
See Also: <a href="https://benzinga.com/news/politics/25/06/46041289/trump-could-stop-this-war-with-one-phone-call-says-iranian-official-as-tehran-warns-us-of-retaliation-if-conflict-with-israel-escalates">Trump Could Stop This War With One Phone Call, Says Iranian Official As Tehran Warns US Of Retaliation If Conflict With Israel Escalates</a>
Despite this setback, California&#8217;s legal team is expected to request a preliminary injunction from Breyer to return control of the troops to Newsom. Protests in Los Angeles began two weeks ago due to aggressive immigration raids, with sporadic violence reported.
Trump argued the military presence was necessary to restore order, while Newsom contended it exacerbated tensions and undermined local authority.
The appellate panel acknowledged the administration&#8217;s justification for federalizing the troops, citing protester violence as evidence. The ruling allows federal control of California&#8217;s National Guard to continue as the lawsuit progresses. Trump celebrated the decision, suggesting potential future deployments, while Newsom vowed to challenge what he termed Trump&#8217;s &#8220;authoritarian&#8221; actions.
Why It Matters: On June 8, Governor Gavin Newsom criticized the deployment as unlawful, arguing that it violated state sovereignty and <a href="https://www.benzinga.com/news/politics/25/06/45830221/gavin-newsom-calls-deployment-of-national-guard-in-los-angeles-unlawful-says-there-was-no-problem-until-trump-got-involved-serious-breach-of-state-sovereignty">worsened tensions during ongoing protests</a>.
This sentiment was echoed by the UN Human Rights Chief, who urged the U.S. to <a href="https://www.benzinga.com/news/politics/25/06/45945179/un-human-rights-chief-urges-us-to-avoid-using-military-force-against-anti-trump-protesters-calls-for-protection-of-peaceful-assembly-rights">respect peaceful assembly rights</a> and avoid military force against protesters.&nbsp;
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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: Rawpixel.com / Shutterstock.com

Politics

California-Trump Legal Battle Over National Guard Deployment Escalates After Court Ruling

Sam Altman, CEO of OpenAI, shared insights on the influence of AI on his children during the inaugural episode of the OpenAI Podcast, released Wednesday.
Altman believes AI tools like ChatGPT will make his children more capable, though not necessarily more intelligent, than previous generations.
What Happened: Altman, who announced the birth of his first child on February 22, emphasized that while AI will present challenges, the benefits will surpass the drawbacks. He stated, &#8220;My kids will never be smarter than AI,&#8221; but they will excel in utilizing these technologies. Altman expressed confidence that future generations will not be troubled by AI&#8217;s superior intelligence.
He also acknowledged potential societal issues arising from AI, such as increased dependency and problematic parasocial relationships. However, Altman remains optimistic about AI&#8217;s overall positive impact.
Altman described himself as &#8220;extremely kid-pilled,&#8221; advocating for having more children, and revealed that ChatGPT significantly aids his parenting approach, despite its tendency to &#8220;hallucinate&#8221; or provide incorrect information.
See Also: <a href="https://benzinga.com/markets/tech/25/06/46023822/sam-altman-says-he-didnt-think-elon-musk-would-abuse-government-power-tesla-ceo-hits-back-with-scam-">Sam Altman Says He &#8216;Didn&#8217;t Think&#8217; Elon Musk Would Abuse Government Power, Tesla CEO Hits Back With &#8216;Scam Altman&#8217; Jibe</a>
Why It Matters: The conversation around AI&#8217;s impact on future generations comes amid <a href="https://www.benzinga.com/markets/tech/25/06/46023822/sam-altman-says-he-didnt-think-elon-musk-would-abuse-government-power-tesla-ceo-hits-back-with-scam-altman-jibe">ongoing tensions</a> between Altman and Elon Musk. Altman recently expressed regret over underestimating Musk&#8217;s influence in government, specifically regarding the &#8220;Stargate&#8221; data-center deal.
Additionally, Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) has been <a href="https://www.benzinga.com/markets/tech/25/06/45988600/mark-zuckerbergs-meta-dangled-100-million-signing-bonuses-to-openai-team-members-says-sam-altman-happy-none-of-our-best-people-took-them">aggressively attempting to recruit OpenAI&#8217;s top talent</a>, offering substantial salaries. However, Altman has been <a href="https://www.benzinga.com/markets/tech/25/06/46041399/meta-tried-luring-openais-top-minds-with-massive-paychecks-but-sam-altman-neglected-to-mention-that-hes-countering-those-offers-says-andrew-bosworth">actively countering these offers</a> to retain his team.
Furthermore, Altman has previously noted that AI can replace entry-level jobs, a sentiment echoed in a panel discussion with Snowflake CEO Sridhar Ramaswamy.
<figure class="wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio"> 
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<iframe loading="lazy" title="Sam Altman on AGI, GPT-5, and what's next — the OpenAI Podcast Ep. 1" width="500" height="281" src="https://www.youtube.com/embed/DB9mjd-65gw?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>
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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

Sam Altman Says AI Will Make His Kids More Capable, Not More Intelligent: 'My Kids Will Never Be Smarter Than AI'

Meta Platforms, Inc.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) billion-dollar AI hiring spree is heating up, but according to CTO Andrew Bosworth, OpenAI isn't letting go of its top talent without a serious fight.
What Happened: In an interview with CNBC's Closing Bell Overtime on Friday, Meta's Bosworth revealed that OpenAI is actively countering Meta's lucrative job offers to retain its top employees.
Earlier this week, in a podcast, OpenAI CEO Sam Altman said that Meta was offering <a href="https://www.benzinga.com/markets/tech/25/06/45988600/mark-zuckerbergs-meta-dangled-100-million-signing-bonuses-to-openai-team-members-says-sam-altman-happy-none-of-our-best-people-took-them">$100 million signing bonuses</a> to poach OpenAI staff. However, Bosworth responded, saying, "Sam neglected to mention that he's countering those offers."
Bosworth, a veteran at Meta since 2006, also spoke about the unprecedented demand for elite AI talent. "The market is setting a rate here for a level of talent which is really incredible and kind of unprecedented."
Also Read:&nbsp;<a href="https://www.benzinga.com/media/25/05/45680165/meta-hits-1-billion-monthly-ai-users-eyes-future-with-subscriptions" target="_blank" rel="noreferrer noopener">Meta Hits 1 Billion Monthly AI Users, Eyes Future With Subscriptions</a>
Why It's Important: Meta's aggressive recruitment strategy has included an investment in Scale AI and <a href="https://www.benzinga.com/markets/tech/25/06/45919069/meta-invests-in-scale-ai-at-29-billion-valuation-taps-ceo-alexandr-wang-to-drive-internal-ai-push-as-part-of-deepening-partnership">hiring its co-founder</a> Alexandr Wang to help drive its superintelligence efforts.
Previously, it was also reported that <a href="https://www.benzinga.com/markets/tech/25/06/46041192/after-failed-ssi-takeover-meta-now-eyes-ceo-daniel-gross-and-ex-github-chief-nat-friedman">Meta had attempted to acquire</a> Safe Superintelligence, the new startup co-founded by former OpenAI executive Ilya Sutskever.
Although the acquisition didn't happen, <a href="https://www.benzinga.com/markets/tech/25/06/46010604/mark-zuckerbergs-meta-reportedly-looking-to-hire-former-github-ceo-nat-friedman-and-investor-daniel-gross-as-part-of-aggressive-ai-expansion-strategy">Meta is now reportedly hiring</a> Daniel Gross, along with former GitHub CEO Nat Friedman, both of whom are involved in Safe Superintelligence through their venture firm, NFDG.
<figure class="wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio"> 
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<iframe loading="lazy" title="Meta CTO Andrew Bosworth talks the tech giant&#039;s military ambitions" width="500" height="281" src="https://www.youtube.com/embed/JgcHIyU1qRo?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>
Benzinga's Edge Stock Rankings indicate that META continues to trend upward across short, medium and long-term periods. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound'">More detailed performance insights are available here</a>.
<figure class="wp-block-image aligncenter 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/2025/06/21010030/Screenshot-2025-06-21-at-10.29.12%E2%80%AFAM.png" alt="" class="wp-image-956893" /></a></figure>
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<li><a href="https://www.benzinga.com/25/05/45396297/cathie-wood-dumps-palantir-as-stock-touches-peak-prices-bails-on-soaring-flying-taxi-maker-archer-aviation" target="_blank" rel="noreferrer noopener">Cathie Wood Dumps Palantir As Stock Touches Peak Prices, Bails On Soaring Flying-Taxi Maker Archer Aviation</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: jamesonwu1972 / Shutterstock.com

Meta Tried Luring OpenAI's Top Minds With Massive Paychecks, But Sam Altman 'Neglected To Mention That He's Countering Those Offers,' Says Andrew Bosworth

Toyota Motor Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TM#NYSE">TM</a>) will implement a price hike on certain vehicles sold in the United States by more than $200 beginning next month.
What Happened: Some models under the Toyota and Lexus brands will see price increases averaging $270 and $208, respectively, as stated by Nobu Sunaga, a spokesperson for the Japanese automaker, according to <a href="https://www.bloomberg.com/news/articles/2025-06-21/toyota-to-raise-us-auto-prices-by-more-than-200-from-july">a</a> Bloomberg report on Saturday.
This adjustment is part of a routine review, with new prices determined by factors such as market conditions and competition, Sunaga explained in an email.
The price revision follows Mitsubishi Motors Corp.&#8216;s recent announcement of increased US prices for three models, also citing regular adjustments to account for inflation.
Japanese automakers, including Toyota, heavily depend on imports to supply the US market and have been dealing with the impact of tariffs on imported cars and parts imposed by President Donald Trump.
See Also: <a href="https://www.benzinga.com/news/politics/25/06/46041118/iran-halts-nuclear-talks-with-us-no-negotiations-until-israeli-aggression-stops-says-foreign-minist">Iran Halts Nuclear Talks With US: No Negotiations ‘Until Israeli Aggression Stops,' Says Foreign Minister</a>
Why It Matters: The decision by Toyota to raise prices comes amid a backdrop of increasing tariffs affecting the automotive industry. President Donald Trump has implemented a <a href="https://www.benzinga.com/markets/tech/25/06/45786145/trumps-50-steel-tariff-could-drive-up-the-costs-for-automakers-almost-2000-of-cost-for-each-car">50% tariff on steel imports</a>, which has significantly increased production costs for automakers in the U.S., potentially adding nearly $2,000 to the cost of each vehicle.
Additionally, Ford Motor Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>) recently announced price hikes for some of its Mexico-produced vehicles, citing <a href="https://www.benzinga.com/markets/25/05/45277938/ford-hikes-prices-of-select-mexico-produced-vehicles-amid-auto-tariff-uncertainty-report">auto tariff uncertainty</a>. This trend reflects the broader industry response to the tariffs, which have been a significant factor in the pricing strategies of automakers.
Furthermore, President Trump has hinted at the possibility of<a href="https://www.benzinga.com/markets/tech/25/06/45919154/trump-says-he-may-hike-auto-tariffs-again-to-boost-domestic-production-the-higher-you-go-they-build-a-plant-here"> further increasing auto tariffs</a> to encourage domestic production.
These tariffs could potentially<a href="https://www.benzinga.com/25/03/44515578/trumps-25-tariff-set-to-hike-imported-car-prices-up-to-15000-higher-goldman-sachs-warns"> raise imported car prices by up to $15,000</a>, according to Goldman Sachs.
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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Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: ChameleonsEye via Shutterstock

Toyota To Increase US Vehicle Prices By Over $200 Starting July Amid Trump's Auto Tariffs: Report

When most people think of Warren Buffett, they picture massive returns, decades-long stock picks, and a mind for business unlike anyone else's. But one of the least-discussed parts of his financial playbook is also one of the most powerful—and the most relevant to everyday investors with six-figure portfolios: his tax strategy.
Buffett's approach to taxes isn't aggressive or complicated. It's based on principles that are surprisingly straightforward: hold for the long term, minimize taxable events, use the existing system without gaming it, and advocate for fairness when it falls short. That blend of discipline and integrity has helped him build and preserve extraordinary wealth—and it&#8217;s a playbook that more investors should pay attention to, especially now.
If you're managing $200,000 or more, here's what you can learn from how Warren Buffett approaches taxes—and how to apply those principles to your own portfolio.
<h2 class="wp-block-heading">Long-Term Investing and the Power of Deferring Taxes</h2>
Buffett's core tax strategy is built around long-term capital gains. Rather than buying and selling frequently, he holds onto investments—often for decades. This patience means he avoids short-term capital gains, which are taxed at the same rate as ordinary income, and instead pays the lower rates applied to long-term capital gains (0%, 15%, or 20%, depending on income).
It's one of the main reasons Buffett has a lower effective tax rate than many salaried workers. Investment income, particularly when realized infrequently and taxed at preferential rates, allows high-net-worth investors to legally reduce their tax burden without taking extreme measures. In Buffett's case, the wealth keeps compounding while taxes are deferred—a virtuous cycle that continues as long as he doesn't sell.
This principle applies at every level. If you've built a $200K+ portfolio, you don't need to trade constantly. In fact, the more you avoid triggering taxable events, the more of your capital you keep compounding over time.
Take Action: 
<ul class="wp-block-list">
<li>Maximize saving for your retirement and cut down on taxes: <a href="https://www.benzinga.com/money/wideradvisor-retirement-planning">Schedule your free call with a financial advisor to start your financial journey – no cost, no obligation</a>.&nbsp;</li>
<li>Warren Buffett once said, "If you don't find a way to make money while you sleep, you will work until you die."<a href="https://arrivedhomes.go2cloud.org/aff_c?offer_id=15&amp;aff_id=1006&amp;aff_sub=yahoo&amp;aff_sub2=jeffbezos100"> Here&#8217;s how you can earn passive income with just $100.</a></li>
</ul>
<h2 class="wp-block-heading">Tax-Loss Harvesting: Offsetting Gains Without Changing Strategy</h2>
While Buffett rarely sells assets, when he (or Berkshire Hathaway) does, it's often done strategically. One tactic that comes into play is tax-loss harvesting—selling underperforming investments to offset gains elsewhere in the portfolio.
This is not a loophole; it's a built-in mechanism that allows investors to manage their tax liability more efficiently. For example, if you sell a winning asset with a $10,000 gain, but also sell a losing position with a $10,000 loss, you may not owe any capital gains tax for that year. The IRS even allows you to carry forward unused losses into future years.
Buffett uses this strategy not to "game the system," but to keep more capital invested, rather than sending it to the IRS early. And you can do the same. Even if you work with an advisor, it's worth knowing when this might make sense—and how to ensure it aligns with your broader investment plan.
<h2 class="wp-block-heading">Simplicity, Patience, and the Cost of Overtrading</h2>
There's a broader lesson here that goes beyond tactics: Buffett doesn't make moves unless there's a long-term reason to do so. He's not reactive to market noise. He's not optimizing for next quarter. That discipline means he avoids unnecessary trading, which not only helps performance—it minimizes tax liability.
Every time you sell an appreciated asset, you're likely creating a tax event. And every time you churn your portfolio, you chip away at your after-tax return. Buffett's approach reminds us that tax-efficient investing isn't about doing more—it's often about doing less, more deliberately.
<h2 class="wp-block-heading">Buffett's Push for Fairness in the Tax System</h2>
What makes Buffett's tax philosophy stand out even more is that he doesn't just optimize for himself—he openly calls out the flaws in the system. Famously, he revealed that his effective tax rate was lower than his secretary's. That single fact sparked a national conversation and led to the proposal of the Buffett Rule: a policy aimed at ensuring individuals earning more than $1 million per year pay at least a 30% effective tax rate.
Buffett isn't shy about pointing out where the system creates imbalances. He's advocated for higher taxes on the ultra-wealthy and greater corporate tax responsibility. In 2024, Berkshire Hathaway paid nearly $27 billion in federal taxes—something Buffett has pointed to as evidence that large corporations can and should contribute more meaningfully.
But while he supports reform, he also plays within the rules that exist today. His strategy shows that it's possible to build and protect wealth by understanding how the system works—while still advocating for something better.
Don&#8217;t Get Left Behind:
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<li>In terms of getting money back, <a href="https://www.gobankingrates.com/best-banks-c/">these bank accounts put traditional checking and savings accounts to shame</a>.</li>
<li>With Point, you can <a href="https://pointdigitalfinance.sjv.io/55Zq23">get up to $500,000 in cash from your property with no monthly payments and no income requirements — even if your credit isn't perfect.</a></li>
</ul>
<h2 class="wp-block-heading">What $200K+ Investors Should Take From All This</h2>
You don't need billions—or a company like Berkshire Hathaway—to benefit from Buffett's playbook. In fact, if you've crossed the $200,000 threshold in investable assets, you're in a prime position to start applying these same principles in a meaningful way:
<ul class="wp-block-list">
<li>Minimize taxable events. Favor long-term holds over short-term gains.</li>
<li>Use tax-loss harvesting. Don't let your losers go to waste—put them to work.</li>
<li>Structure your accounts. Know what should live in a tax-advantaged account versus a taxable one.</li>
<li>Review your strategy regularly. Markets change, and so does the tax code. What worked in 2022 might not work in 2025.</li>
<li>Get help when you need it. Even Buffett has a team.</li>
</ul>
You don't need to do all this alone—and you probably shouldn't.
<h2 class="wp-block-heading">Get Tax-Smart with a Pro Who Gets It</h2>
If you've built a solid portfolio, your next step isn't just to invest smarter—it's to manage smarter. And that includes taxes. WiserAdvisor is a free matching service that connects you with fiduciary financial advisors who understand how to structure portfolios for long-term, after-tax growth.
There's no obligation, no fees to get matched—and no reason to go another year leaving money on the table.
Want to make your portfolio more tax-efficient—without overcomplicating things? <a href="https://www.rm2djk4ss.com/BW4BPX/J8P3N/">Start your free tax strategy review now with a WiserAdvisor</a>.

Personal Finance

Warren Buffett's Tax Strategy Is Surprisingly Simple — Here's What He Gets Right

An Iranian official said diplomacy with the U.S. could resume instantly—if Donald Trump ordered Israel to stop bombing Iran.
What Happened: Majid Farahani, an official with Iran's presidency, said the U.S. holds the key to ending the escalating <a href="https://www.benzinga.com/news/politics/25/06/46011719/trump-greenlights-iran-attack-plans-awaits-tehrans-next-move-for-final-order-report">conflict between Iran and Israel</a>.
"President Trump can easily stop the war by only one telephone [call] to [the] Israelis," Farahani <a href="https://edition.cnn.com/2025/06/20/middleeast/iran-israel-conflict-trump-intl-latam">told</a> CNN on Friday, repeating Iran's position that peace talks are impossible while Israel continues its military strikes.
He added, "Iran believes in civilian dialogue. Directly or indirectly is not important," but stressed there would be no negotiations under fire.
See Also: <a href="https://www.benzinga.com/markets/macro-economic-events/25/06/45978856/federal-reserve-rate-cuts-trump-tariffs-what-to-watch-wednesday" target="_blank" rel="noreferrer noopener">No Rate Cuts Yet, Fed Wants To See Where Tariffs Land: Here's What To Watch Wednesday</a>
Farahani also addressed Iran's nuclear program, saying that while enrichment would not be halted entirely, concessions were possible. "Maybe it can be lower, but we don't stop it," he said.
Why It's Important: European officials met with Iran in Geneva on Friday for rare face-to-face diplomacy, as Trump <a href="https://www.benzinga.com/news/25/06/46017426/trump-gives-iran-2-weeks-to-strike-a-deal-or-face-us-military-action">opened a two-week window</a> for negotiations before deciding on potential military action.
The remarks come amid heightened regional tensions and division within Trump's own administration over <a href="https://www.benzinga.com/news/politics/25/06/45999380/trump-powell-again-markets-breathe-iran-rejects-demands">how to respond to Iran</a>. European powers have joined the U.S. and Israel in demanding an end to uranium enrichment, while Iran insists its program is for peaceful purposes.
Farahani warned, "If America gets involved in the war, there are so many options and all [of] those options are on the table."
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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.
Photo courtesy: Shutterstock

Trump Could Stop This War With One Phone Call, Says Iranian Official As Tehran Warns US Of Retaliation If Conflict With Israel Escalates

On Friday, Cathie Wood-led Ark Invest made significant trades, with a particular focus on the tech and hospitality sectors.
The most prominent trades of the day involved shares of Airbnb Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ABNB#NASDAQ">ABNB</a>), BWX Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BWXT#NYSE">BWXT</a>), Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), Advanced Micro Devices Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), Robinhood Markets Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HOOD#NASDAQ">HOOD</a>), Shopify Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SHOP#NYSE">SHOP</a>), and Veracyte Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VCYT#NASDAQ">VCYT</a>). Meanwhile, Ark Invest sold off shares of Circle Internet Group Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRCL#NASDAQ">CRCL</a>), DoorDash Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DASH#NYSE">DASH</a>) and Adaptive Biotechnologies Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ADPT#NASDAQ">ADPT</a>)
The ABNB Trade: Ark Invest&#8217;s ARK Innovation ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/ARKK#BATS">ARKK</a>) fund purchased 162,255 shares of Airbnb, a move that signals confidence in the hospitality industry&#8217;s recovery. The value of this trade, based on the closing price of the day, is around $21.73 million.
See Also: <a href="https://www.benzinga.com/markets/tech/25/06/46041090/tesla-faces-safety-questions-from-regulators-ahead-of-robotaxi-launch-in-austin">Tesla Faces Safety Questions From Regulators Ahead Of Robotaxi Launch In Austin</a>
The AMD Trade: Ark Invest&#8217;s ARKK and ARK Fintech Innovation ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ARKF#NYSE">ARKF</a>) funds bought a total of 189,060 shares of Advanced Micro Devices Inc. This investment comes amidst growing interest in the tech sector. The value of this trade, calculated from the closing price of the day, is around $24.25 million.
The SHOP Trade: Ark Invest&#8217;s ARKF and ARKK funds acquired a total of 166,093 shares of Shopify. This purchase underscores Ark Invest&#8217;s belief in the continued growth of e-commerce platforms. The value of this trade, based on the closing price of the day, is around $17.67 million.
The CRCL Trade: Ark Invest&#8217;s ARKF, ARKK, and ARK Next Generation Internet ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ARKW#NYSE">ARKW</a>) funds sold a total of 615,175 shares of Circle Internet Group Inc. This decision follows <a href="https://www.benzinga.com/etfs/broad-u-s-equity-etfs/25/06/45964983/cathie-woods-monday-shuffle-buys-nvidia-sells-meta-ark-also-dumps-hot-circle-stock">Ark Invest&#8217;s earlier move</a> to offload shares of the company. The value of this trade, calculated from the closing price of the day, is around $147.81 million.
Other Key Trades:
<ul class="wp-block-list">
<li>Ark Invest&#8217;s ARKK fund bought 136,706 shares of BWX Technologies Inc.</li>
<li>Ark Invest&#8217;s ARKK fund bought 92785 shares of Taiwan Semiconductor Manufacturing Co. Ltd.</li>
<li>Ark Invest&#8217;s ARKK fund bought 218,039 shares of Robinhood Markets Inc.</li>
<li>Ark Invest&#8217;s ARKK fund bought 23963 shares of Veracyte Inc.</li>
<li>Ark Invest&#8217;s ARKF and ARKW funds bought a total of 21287 shares of DoorDash Inc.</li>
<li>Ark Invest&#8217;s ARK Genomic Revolution ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/ARKG#BATS">ARKG</a>) fund sold 13154 shares of Adaptive Biotechnologies Corp.</li>
</ul>
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<ul class="wp-block-list">
<li>Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.</li>
</ul>
Photo courtesy: ChrisStock82 / Shutterstock.com

ABNB

ADPT

ARKF

ARKG

ARKK

ARKW

BWXT

CRCL

DASH

HOOD

SHOP

VCYT

Cathie Wood's Ark Invest Adds Airbnb, AMD, Shopify To Portfolio, Slashes Stake In Circle Internet

After a failed attempt to acquire Safe Superintelligence (SSI), an AI startup co-founded by OpenAI's former chief scientist, Meta Platform Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) is intensifying its pursuit of artificial intelligence through an aggressive recruitment strategy aimed at attracting top talent.
What Happened: As per a CNBC report, a stealth-mode startup valued at $32 billion declined Meta's acquisition offer. SSI is committed to independently developing aligned superintelligence, marking one of the boldest moves in the AI landscape.
Founded on June 19, 2024, SSI was launched by Ilya Sutskever, former co-founder and chief scientist of OpenAI, and Daniel Gross, ex-Apple Inc. AI director. Gross currently serves as SSI&#8217;s CEO.
Why It Matters: Following the failed acquisition, Meta has shifted its strategy to talent acquisition. According to The Information, the company is now attempting to recruit Daniel Gross and Nat Friedman, the former CEO of GitHub.
Gross and Friedman are also partners at the VC firm NFDG, which has invested in prominent AI startups like Perplexity AI and Character.AI.
This pursuit comes shortly after Meta brought in Alexandr Wang, CEO of Scale AI, along with several executives from Scale to lead its superintelligence initiatives.
Also Read: <a href="https://www.benzinga.com/markets/tech/25/06/46019178/why-metas-superintelligence-project-lead-alexandr-wang-says-it-is-a-strange-time-to-be-a-scientist">Why Meta&#8217;s &#8216;Superintelligence&#8217; Project Lead Alexandr Wang Says It Is A Strange Time To Be A Scientist</a>
Meta's Plan: Amid delays in unveiling Llama, Meta's foundation language models, the company appears to be pivoting toward research-heavy, cutting-edge AI development, moving beyond chatbots and hardware toward long-term superintelligence goals.
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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: Skorzewiak / Shutterstock.com

After Failed SSI Takeover, Meta Now Eyes CEO Daniel Gross And Ex-GitHub Chief Nat Friedman

Amid escalating tensions in the Middle East, Iran has announced it will not engage in nuclear program discussions while under attack from Israel. This development comes as European nations attempt to mediate and the U.S. considers its role in the conflict.
What Happened: Iran declared on Friday that it will not engage in discussions about its nuclear program while under Israeli attack, according to Reuters. The announcement comes as Europe attempts to bring Tehran back to the negotiating table, and the U.S. weighs its involvement in the conflict.
Israel, in its second week of military operations, reported targeting numerous sites in Iran, including missile production facilities and a research center linked to nuclear weapons development.
Iranian Foreign Minister Abbas Araqchi stated there would be no negotiations with the U.S. &#8220;until Israeli aggression stops.&#8221; He later traveled to Geneva for discussions with European ministers, aiming to revive diplomatic efforts.
See Also: <a href="https://benzinga.com/news/health-care/25/06/46019567/mark-cuban-says-were-he-to-become-president-for-a-day-he-would-make-these-two-simple-moves-to-ov">Mark Cuban Says Were He To Become President For A Day, He Would Make These Two Simple Moves To Overhaul US Healthcare</a>
President Donald Trump expressed skepticism about European negotiators&#8217; ability to secure a ceasefire, stating, &#8220;Iran doesn&#8217;t want to speak to Europe. They want to speak to us.&#8221; Trump also disagreed with his intelligence director, Tulsi Gabbard, regarding Iran&#8217;s nuclear capabilities, asserting that Iran can build a nuclear weapon.
Israel&#8217;s military confirmed another round of airstrikes on Iranian missile sites, with explosions reported in Khuzestan province. Iranian forces retaliated by firing missiles at Israeli cities, causing damage and casualties. The conflict has resulted in significant loss of life on both sides, with the U.N. urging restraint to prevent further escalation.
Why It Matters: The ongoing conflict between Israel and Iran has led to significant disruptions in the region. United Airlines and American Airlines have<a href="https://www.benzinga.com/news/travel/25/06/46021530/amid-iran-israel-conflict-united-american-airlines-suspend-flights-to-the-middle-east"> suspended flights to the Middle East</a> due to safety concerns.
The conflict&#8217;s potential to disrupt global trade is also a major concern. Shell Plc&#8217;s CEO, Wael Sawan, warned of a &#8220;huge impact on global trade&#8221; if the<a href="https://www.benzinga.com/markets/macro-economic-events/25/06/46014138/shell-ceo-warns-of-huge-impact-on-global-trade-if-the-strait-of-hormuz-is-blocked-amid-israel-iran-conflict-we-need-to-set-actions-for-a-new-reality"> Strait of Hormuz is blocked</a>. This strategic waterway is crucial for oil trade, and any blockade could severely impact the global energy market.
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<li><a href="https://www.benzinga.com/markets/tech/25/06/46041090/tesla-faces-safety-questions-from-regulators-ahead-of-robotaxi-launch-in-austin">Tesla Faces Safety Questions From Regulators Ahead Of Robotaxi Launch In Austin</a></li>
</ul>
Photo courtesy: Shutterstock
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Global

Iran Halts Nuclear Talks With US: No Negotiations 'Until Israeli Aggression Stops,' Says Foreign Minister

As Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) gears up for the launch of its Robotaxi service in Austin, Texas, this weekend, U.S. highway safety regulators are closely examining the company&#8217;s safety protocols. The scrutiny focuses on the performance of Tesla&#8217;s self-driving technology in challenging weather conditions.
What Happened: U.S. highway safety regulators are examining the Elon Musk-led EV giant's responses regarding the safety of its self-driving robotaxi in adverse weather conditions, as reported by Reuters on Friday.
The National Highway Traffic Safety Administration (NHTSA) had previously requested detailed information from Tesla by June 19 to evaluate the performance of its full self-driving technology in poor weather conditions.
According to social media posts and email screenshots, Tesla has invited a select group to participate in a limited test of its Robotaxi service in Austin, Texas, starting Sunday.
NHTSA is currently reviewing Tesla&#8217;s responses and will update the public file once the review is complete. The agency has been investigating Tesla&#8217;s full self-driving collisions in low visibility conditions since October, covering 2.4 million vehicles after several reported incidents.
See Also: <a href="https://benzinga.com/markets/tech/25/06/46039679/just-as-tesla-lined-up-its-big-move-waymo-went-bigger">Just As Tesla Lined Up Its Big Move, Waymo Went Bigger</a>
The NHTSA&#8217;s inquiry seeks to understand Tesla&#8217;s strategy for ensuring robotaxi safety in conditions like sun glare, fog, and rain. Elon Musk has emphasized safety, stating that human monitors will oversee the vehicles during the trial.
Why It Matters: The launch of Tesla&#8217;s Robotaxi service is significant, as it marks a pivotal moment in the company&#8217;s transition towards autonomous vehicles. Despite the excitement, the rollout faces hurdles.
A group of Texas lawmakers recently urged<a href="https://in.benzinga.com/markets/tech/25/06/46010756/texas-lawmakers-urge-elon-musks-tesla-to-delay-june-22-robotaxi-launch-till-september-report"> Tesla to delay the launch until September</a> due to updated state regulations on autonomous vehicles, which are set to take effect later this year.
Analysts are optimistic about Tesla&#8217;s future in AI and autonomous driving. Wedbush analyst Dan Ives has<a href="https://www.benzinga.com/markets/equities/25/06/46034667/teslas-ai-future-is-worth-1-trillion-says-dan-ives-golden-era-of-autonomous-begins-with-robotaxi-launch"> valued Tesla&#8217;s AI and autonomous technology</a> at $1 trillion, describing the robotaxi launch as the beginning of a &#8220;golden era of autonomous&#8221; for the company. Read more.
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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Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: Ken Wolter / Shutterstock.com

TSLA

Tesla Faces Safety Questions From Regulators Ahead Of Robotaxi Launch In Austin

A high-stakes security meeting <a href="https://www.benzinga.com/news/25/05/45609927/trump-tariff-countermeasures-japan-to-reportedly-roll-out-6-3-billion-emergency-fund-stimulus-as-early-as-tuesday">between the U.S. and Japan</a> has reportedly been canceled, as Tokyo pushes back against the Donald Trump administration&#8217;s escalating defense budget demands.
What Happened: Japan has canceled a key bilateral security meeting with the U.S. after Washington abruptly raised its demand for Tokyo to increase defense spending to 3.5% of GDP, up from the previously requested 3%, according <a href="https://www.ft.com/content/53f646e7-b4e7-4bf4-8d5d-7142b4460080">to</a> a report by the Financial Times, which cited three people familiar with the matter, including officials in Tokyo.
The annual "2+2" summit, originally set for July 1 in Washington, was expected to bring together U.S. Secretary of State Marco Rubio, Defense Secretary Pete Hegseth and their Japanese counterparts, Gen Nakatani and Takeshi Iwaya.
However, the meeting was called off after comments by Elbridge Colby, a senior Pentagon official, reignited tensions by pressing Tokyo for a more aggressive defense contribution, the report added.
See Also:&nbsp;<a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/05/45548615/alphabet-well-positioned-for-google-search-dominance-analyst-says-can-navigate-the-shift-to-ai-search" target="_blank" rel="noreferrer noopener">Alphabet ‘Well Positioned&#8217; For Google Search Dominance: Analyst Says Can ‘Navigate The Shift To AI Search&#8217;</a>
The demand angered Japanese officials, particularly with <a href="https://www.benzinga.com/news/25/05/45609927/trump-tariff-countermeasures-japan-to-reportedly-roll-out-6-3-billion-emergency-fund-stimulus-as-early-as-tuesday">upper house elections looming</a> on July 20.&nbsp;
Christopher Johnstone, a former senior U.S. government Japan expert, called the cancellation "extraordinary," adding that Tokyo's move signals "significant unease" about the state of U.S.-Japan relations, the report noted.
Why It&#8217;s Important: In May, it was reported that Japan is preparing to import close to <a href="https://www.benzinga.com/25/05/45636302/nvidia-amd-stand-to-gain-big-as-japan-proposes-about-7-billion-us-chip-deal-in-tariff-talks-report">$7 billion in U.S.-made semiconductors</a>—a move that could provide a major boost to chipmakers such as Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and Advanced Micro Devices Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), as trade talks with the Trump administration continue.
Earlier this month, it was reported that Japan plans to propose a cooperation package to the U.S. during upcoming tariff negotiations to ease the effects of the U.S.-China trade war.
Trade negotiator Ryosei Akazawa will present measures focusing on stabilizing supply chains for Chinese rare earths and U.S. liquefied natural gas (LNG), both disrupted by the conflict.
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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.
Photo courtesy: Shutterstock

Tokyo Cancels Key Security Summit After Trump Administration Pushes For 3.5% Defense Spending: Report

Do you have to start your own business to be successful? Although some business owners become very successful, others end up shutting their doors after a few years. That's why Grant Cardone proposed <a href="https://www.tiktok.com/@grantcardone/video/7514352462673743134?lang=en">another way to become rich</a>.
"You gotta find somebody that is successful and still wants to be successful," he said.
Here's how you can use this advice to build long-term wealth.
Don't Miss:
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<li>Maker of the $60,000 foldable home has 3 factory buildings, 600+ houses built, and big plans to solve housing — <a href="https://www.benzinga.com/money/boxabl-scaling-fast-from-spacex-orders-to-600-homes-built-this-60k-foldable-home-may-be-the-future-of-housing">this is your last chance to become an investor for $0.80 per share.</a></li>
<li>Peter Thiel turned $1,700 into $5 billion—now accredited investors are eyeing this software company with similar breakout potential. Learn how you can <a href="https://www.benzinga.com/money/how-peter-thiel-turned-his-roth-ira-into-5-billion-and-why-accredited-investors-are-now-eyeing-this-smartphone-disruptor">invest with $1,000 at just $0.30/share.</a></li>
</ul>
<h2 class="wp-block-heading">You Don't Need 50 Investments</h2>
Cardone mentioned that you don't need 50 investments to become a billionaire. He said that Steve Jobs only had two investments. Pixar and NeXT were his two major investments before leaving Apple, and once he rejoined Apple (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), that's where he got most of his wealth.
While diversifying your portfolio has benefits, there is the risk of over-diversification. Spreading your time and capital across too many investments can cause you to miss opportunities. Furthermore, you may spread your time too thin and end up with a bunch of slow-growing or declining income streams.&nbsp;
Picking a few good investments instead of having 50 investments can accelerate wealth building if you pick the right investments. It's not a strategy for everyone, but if you know the person behind the company and the growth opportunities, it may be worth considering.
Trending: Maximize saving for your retirement and cut down on taxes: <a href="https://www.benzinga.com/money/wideradvisor-retirement-planning">Schedule your free call with a financial advisor to start your financial journey – no cost, no obligation</a>.
<h2 class="wp-block-heading">Look At The Company's Leader</h2>
The leader plays a decisive role in the company's ability to tap into catalysts and provide long-term returns for patient investors.&nbsp;
If you want to see what type of an impact a leader can have on a corporation&#8217;s valuation, look no further than Tesla (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>). People have been saying that it's overvalued for years. If Elon Musk wasn't leading Tesla, the stock would probably be a lot cheaper. Recently, Tesla stock jumped higher the moment Musk said he would move away from the White House's Department of Government Efficiency to focus fully on Tesla. These trends demonstrate how much value Tesla investors put into Musk's involvement with the company.
Cardone suggested looking for leaders who still want to grow. He also recommended avoiding leaders who are complacent or are on the downswing of their careers.&nbsp;
See Also: <a href="https://www.benzinga.com/money/are-you-rich">Are you rich?</a> Here&#8217;s what Americans think you need to be considered wealthy.
<h2 class="wp-block-heading">Work With The Right Person</h2>
Cardone mentioned having a friend who would have made him billions if Cardone dropped everything to work with him at an early stage of his startup. You don't have to drop everything and put all of your hopes into a single startup, but it demonstrates how much you can grow if you work with the right person when they are getting started with a new venture.
Cardone then mentioned that Warren Buffett didn't start any businesses despite being worth billions. Berkshire Hathaway (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRK#NYSE">BRK</a>, NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRK#NYSE">BRK</a>) has relied on strategic acquisitions and investments to generate compounding returns for patient investors.&nbsp;
Buffett started one business – Buffett Partnership Ltd. – in 1956. However, he only put $100 of his money into it and received $105,000 from investors. Right from the beginning, Buffett used strategic leverage and acquisition to grow his empire. You don't always have to start a business and be the boss if you're surrounded by the right people and opportunities.&nbsp;
Read Next: <a href="https://www.benzinga.com/money/mark-cubans-advice-for-lotto-winners">Many are surprised by Mark Cuban's advice for lotto winners: Cash or annuity?</a>
Image: Shutterstock

Grant Cardone Says You Don't Have To Be The Boss To Get Rich: 'You Gotta Find Somebody That Is Successful And Still Wants To Be Successful'

Trading Halt: Halted at 7:50:00 p.m. ET - Trading Halt: Halt News Pending

Highest Performances Holdings Inc. - American Depository Shares

MAAS

Mosaic (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MOS#NYSE">MOS</a>) has outperformed the market over the past 5 years by 9.23% on an annualized basis producing an average annual return of 22.98%. Currently, Mosaic has a market capitalization of $11.53 billion. 
Buying $1000 In MOS: If an investor had bought $1000 of MOS stock 5 years ago, it would be worth $2,784.67 today based on a price of $36.34 for MOS at the time of writing.
<h3>Mosaic's Performance Over Last 5 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1750462212_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Here's How Much $1000 Invested In Mosaic 5 Years Ago Would Be Worth Today

Cboe Global Markets (BATS:<a class="ticker" href="https://www.benzinga.com/stock/CBOE#BATS">CBOE</a>) has outperformed the market over the past 15 years by 1.66% on an annualized basis producing an average annual return of 13.73%. Currently, Cboe Global Markets has a market capitalization of $23.65 billion. 
Buying $1000 In CBOE: If an investor had bought $1000 of CBOE stock 15 years ago, it would be worth $7,042.41 today based on a price of $225.85 for CBOE at the time of writing.
<h3>Cboe Global Markets's Performance Over Last 15 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1750461324_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

CBOE

Here's How Much You Would Have Made Owning Cboe Global Markets Stock In The Last 15 Years

월스트리트 저널의 보도에 따르면 트럼프 행정부가 중국에 대해 더 엄격한 무역 제재를 재도입할 가능성이 높다는 소식에 금요일 <a href="https://www.benzinga.com/etfs">반도체 ETF</a> 흔들렸다. 이는 인공지능(AI) 기반의 칩 랠리가 시작되는 시점에 미국-중국 기술 갈등을 재점화할 것으로 보인다.
이 <a href="https://www.wsj.com/world/china/u-s-prepares-action-targeting-allies-chip-plants-in-china-10ab18a8">보도</a>에 따르면, 미국 상무부의 제프리 케슬러(Jeffrey Kessler)는 타이완 반도체 제조(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), 삼성전자 및 SK하이닉스와 같은 글로벌 반도체 제조업체들에게 미국산 장비를 활용해 중국에서 칩 공장을 운영할 수 있도록 허용하는 그들의 기존 면허가 언제든지 취소될 수 있다고 경고했다. 상무부 대변인은 나중에 반도체 제조업체들이 중국에 계속 남을 수 있다고 말했지만, 이 위협의 냉각 효과는 신속했다.
TSMC의 주가는 2.5% 하락했으며, 필라델피아 반도체 지수(SOX)는 약 2% 하락했다. 엔비디아(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)의 주가는 1.15% 이상 하락했다.
<a href="https://www.benzinga.com/markets/tech/25/06/46035836/nvidia-broadcom-marvell-and-other-chip-stocks-fall-on-unexpected-us-move">장비 회사들도 피해를 입었다</a>: 어플라이드 머티리얼즈(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMAT#NASDAQ">AMAT</a>)는 1.5% 이상 하락했다.
또한 읽어보세요: <a href="https://www.benzinga.com/etfs/sector-etfs/25/06/46017496/israel-iran-conflict-lifts-crude-above-77-what-it-means-for-oil-etfs">이스라엘-이란 갈등이 원유를 $77 이상으로 끌어올림: 유가 ETF에 미치는 영향</a>
<h1 class="wp-block-heading">ETF 여파: SMH, SOXX, SOXQ가 표적</h1>
ETF 투자자들도 이 유혈 사태에 피해를 입었다. 반에크 반도체 ETF(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMH#NASDAQ">SMH</a>)와 iShares 반도체 ETF(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOXX#NASDAQ">SOXX</a>)와 같은 대형 반도체 ETF는 엔비디아, TSMC, ASML 및 기타 미국 반도체 장비 대기업들에 대한 상당한 노출로 인해 하락했다.
SMH는 엔비디아에 21% 이상, TSMC에 11.5%의 보유 비율과 ASML 및 어플라이드 머티리얼즈에 대한 상당한 포지션을 가지고 있다.
PHLX 반도체 지수를 추적하는 SOXX는 더 엄격한 규제가 미칠 수 있는 미국 기반 반도체 제조업체들에 노출되어 있다.
<h1 class="wp-block-heading">앞으로의 전망: 승자, 패자 — 그리고 헤지된 플레이</h1>
잠재적인 정책 변경은 공급망 회복력에 대한 새로운 문제를 가져오며, 탈세계화 주제가 활기를 띨지도 모른다. 투자자들은 더 큰 미국 노출을 가진 ETF로 전환하거나 리쇼어링의 수혜자들을 추적하는 펀드로 투자할 수 있다. 이에는 다음이 포함된다:
First Trust Nasdaq Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FTXL#NASDAQ">FTXL</a>)는 국내 반도체 제조업체에 초점을 맞춘다.
Pacer US Cash Cows 100 ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/COWZ#BATS">COWZ</a>)는 현재 반도체를 피하는 방어적 주식 보유로 사용된다.
SPDR S&amp;P Kensho Intelligent Structures ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SIMS#NYSE">SIMS</a>) 및 기타 중국 노출이 적은 반도체 관련 보유 ETF.
<h1 class="wp-block-heading">결론</h1>
제안된 규제는 아직 합의되지 않고 최종화되지 않았지만, 시장의 반응은 반도체 자산이 정책 변화에 얼마나 민감한지를 강조한다. AI 기반의 칩 파도 ETF 투자자에게는 이것이 하나의 경각심이 될 수 있으며, 지정학이 수익이나 혁신 주기를 만큼이나 강력하다는 것을 보여준다.
 
다음 읽기: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/etfs/sector-etfs/25/06/46035535/fed-guv-says-rate-cuts-july-rate-sensitive-etfs-fed-pivot-looms">연준 금리 인하가 ‘7월 초'에 올 수 있을까? 비둘기적 전환이 ETF 반등 기대감 촉발</a></li>
</ul>
사진: Shutterstock


Benzinga Pro의 독점 뉴스 및 도구로 더 많은 승리를 거두세요 독점 속보 및 스캐너와 같은 Benzinga Pro의 강력한 도구 세트로 다른 트레이더보다 우위를 점하세요. <a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

JP 모건의 분석가 사믹 채터지(Samik Chatterjee)가 퀄컴(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>)에 대한 <a href="https://www.benzinga.com/quote/QCOM/analyst-ratings" target="_blank" rel="noreferrer noopener">비중확대 등급</a>을 유지했다.
삼성 전자가 최근 <a href="https://www.benzinga.com/25/01/43165472/samsung-taps-google-ai-qualcomm-tech-for-galaxy-s25-to-rival-apples-iphone" target="_blank" rel="noreferrer noopener">최신 플래그십 스마트폰</a>인 S25를 출시했다. 이 스마트폰은 모든 변형에 스냅드래곤(Snapdragon) 칩셋이 탑재되어 있다.
이는 퀄컴이 이전 세대 플래그십 S24에 비해 점유율을 증가시킨 것을 의미한다. S24의 경우 북미와 중국을 제외한 베이스(Base) 및 플러스(Plus) 모델이 삼성의 인하우스 엑시노스(Exynos) 칩셋을 사용했다.
또한 읽기: <a href="https://www.benzinga.com/25/01/42980720/microsoft-taps-meta-veteran-to-lead-new-coreai-division-plans-shift-from-openai-dependence" target="_blank" rel="noreferrer noopener">마이크로소프트, 코어AI 부서 출시: 전 메타 임원이 코파일럿 및 AI 혁신 강화</a>
삼성에서 이 점유율을 회복하는 것은 퀄컴의 모바일 프로세서 기술 리더십을 강조하며, 이는 자동차 및 IoT와 같은 다른 주요 시장으로 계속 확장되고 있다.
채터지는 추가적인 점유율 증가로 인한 혜택을 고려하여 핸드셋 TAM에서 약 20억 달러의 추가 매출 기회와 약 0.63달러의 추가 EPS 기여(2025 회계연도 EPS 컨센서스의 5%)로 추정했다.
채터지의 추정에 따르면, S25로의 점유율 증가가 약 1,200만 대에 달한다.
채터지는 이전 세대 플래그십 S24의 출하량이 2024년에 약 4,000만 대, 고급 울트라 모델이 2,000만 대에 이를 것으로 추정했다.
S24 라인업의 하위 모델들이 엑시노스 / 스냅드래곤을 각각 60% / 40% 비율로 사용하는 것으로 추정되며(미국과 중국만 SD 사용), 채터지는 퀄컴이 이전 플래그십에서 70%의 점유율을 보유했으며, 현재 세대 플래그십 S25에서는 100%로 증가할 것이라고 추정했다. 이는 전년 대비 1200만 대의 추가 유닛을 의미한다. 추가 유닛은 채터지가 20억 달러의 추가 매출을 추정하게 하였고, 이는 5%의 추가 주당순이익(EPS) 기여를 의미한다.
이번 주 초, 채터지는 퀄컴을 긍정적 촉매 지표 관찰 목록에 올려 삼성에서의 점유율 증가가 예상되는 이익 발표를 주요 요인 중 하나로 삼았다. 그는 이미 자신의 모델에 이 상승세를 반영했다.
퀄컴의 주식은 지난 12개월 동안 13% 상승했다. 투자자들은 First Trust Nasdaq Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FTXL#NASDAQ">FTXL</a>)와 iShares Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOXX#NASDAQ">SOXX</a>)를 통해 이 주식에 투자할 수 있다.
가격 변동: 퀄컴의 주식은 화요일 정규 거래에서 1.64% 상승한 마감한 후 시간외 거래에서 0.52% 추가 상승한 173.95달러에 거래되었다.
추가 읽기:
<ul>
<li><a href="https://www.benzinga.com/media/25/01/42981814/apple-and-nvidia-supplier-taiwan-semiconductor-leads-semiconductor-market-with-64-share" target="_blank" rel="noreferrer noopener">애플과 엔비디아의 공급업체인 대만 반도체가 64%의 시장 점유율로 반도체 시장을 선도</a></li>
</ul>
이미지 출처: Shutterstock.
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대만 반도체 제조(TSMC)(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>)는 AI에 대한 높은 수요와 가전 제품 회복으로 인해 5월 매출이 30% 증가하여 2,296억 신 대만달러(71억 달러)에 도달했다.
Taiwan Semi, AI Wave를 타고 5월에 71억 달러 매출 보고
블룸버그는 세계 최대의 계약 칩 제조업체인 TSMC가 마이크로소프트(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) 및 오픈AI와 같은 회사들에 공급하는 엔비디아(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)의 반도체를 생산한다고 <a href="https://www.bloomberg.com/news/articles/2024-06-07/tsmc-s-may-sales-rise-30-as-countries-race-to-secure-ai-chips?srnd=technology-vp&amp;sref=TBDibEcD" target="_blank" rel="noreferrer noopener">보도</a>했다.
또한, 2023년 초 글로벌 스마트폰 판매가 반등하면서 모바일 칩 주문이 증가했다.
또 읽기: <a href="https://www.benzinga.com/news/24/06/39211505/broadcom-rises-as-top-ai-chip-supplier-after-nvidia-thanks-to-google-and-meta-partnerships-analyst" target="_blank" rel="noreferrer noopener">브로드컴은 구글과 메타 파트너십 덕분에 엔비디아 다음으로 최고의 AI 칩 공급업체로 부상</a>
TSMC는 엔비디아용 고급 AI 가속기와 애플(NASDAQ:<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/aapl" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for AAPL">AAPL</a>) 및 어드밴스드 마이크로 디바이시스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>)용 반도체를 생산하여 높은 마진을 유지하고 있다. CEO C.C. 웨이는 AI 개발이 2024년에 업계 전반의 회복을 주도할 것으로 기대한다. 이 회사는 <a href="https://www.benzinga.com/news/24/06/39170072/nvidia-amd-chips-to-get-dearer-as-taiwan-semi-eyes-ai-chip-price-hike" target="_blank" rel="noreferrer noopener">해자를 활용하기 위해</a> 가격 인상을 고려하고 있다.
TSMC는 2024년에 메모리 칩을 제외한 반도체 산업이 연간 <a href="https://www.benzinga.com/news/24/06/39202508/whats-going-on-with-taiwan-semiconductor-stock-on-thursday">10%</a> 성장할 것으로 예상하고 있다.
엔비디아와 알파벳(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>)의 구글은 생성 AI 유니콘의 수를 크게 늘려 4월 말까지 그 수를 37개로 거의 두 배로 늘렸다.
전년 대비 85% 증가한 이 수치는 유망 스타트업에 대한 거대 기술 기업의 투자를 반영한다고, 닛케이 아시아가 <a href="https://asia.nikkei.com/Business/Technology/Nvidia-Google-funding-helps-double-AI-unicorns-to-37-in-a-year" target="_blank" rel="noreferrer noopener">보도</a>했다.
엔비디아는 캐나다의 코히어(Cohere)를 포함하여 7개의 새로운 유니콘에 투자했으며, 알파벳은 비디오 생성 전문 기업인 런웨이(Runway)와 같은 4개의 유니콘을 지원했다.
글로벌 환경도 다양해졌다. 새로운 유니콘 17개 중 10개는 중국의 01.AI, 프랑스의 미스트랄(Mistral) AI를 포함해 미국 이외의 지역에 기반을 두고 있다. 주요 기술 기업들은 서비스 확장을 위한 새로운 기술과 인재 확보를 목표로 전기 자동차와 핀테크에서 AI로 초점을 전환하면서 이러한 추세를 주도하고 있다.
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" class="wp-image-376108" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/06/07034055/newplot-18.png" sizes="(max-width: 750px) 100vw, 750px" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/06/07034055/newplot-18.png 750w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/06/07034055/newplot-18-300x260.png 300w" alt="" width="750" height="650" /></figure>
TSMC 주가는 지난 12개월 동안 62% 상승했다. 투자자들은 First Trust Nasdaq Semiconductor ETF(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FTXL#NASDAQ">FTXL</a>) 및 ProShares UltraShort Semiconductors (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SSG#NYSE">SSG</a>)를 통해 반도체 부문에 대한 노출을 얻을 수 있다.
가격 행동: 금요일 미국에 상장된 TSMC의 주식은 1.43% 상한 164.39달러에 마감했다.
면책 성명: 이 콘텐츠는 인공지능 도구의 도움을 받아 부분적으로 제작되었으며 Benzinga 편집자들이 검토하고 게시했다.
사진은 Shutterstock의 Ivan Marc가 촬영했습니다.

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