Tema GLP-1, Obesity & Cardiometabolic ETF (NASDAQ: HRTS)

에 대한 최신 뉴스 Tema GLP-1, Obesity & Cardiometabolic ETF (NASDAQ:HRTS)

Healthcare

Other

TEMA ETFs

The investment seeks to provide long-term growth of capital by investing in companies leading the fight against diabetes, obesity and cardiovascular diseases. Obesity is on the cusp of a revolution in therapeutics, while heart disease, the most common cause of death, is witnessing a renaissance of therapies driven by genetic insights and tools.

Tema Cardiovascular and Metabolic ETF

Valparaiso,In,Usa,-,March,21,,2024:,Wegovy,Auto,Injector

Biotech

Equities

Large Cap

Sector ETFs

Health Care

Small Cap

Global

Exclusives

Tech

ETFs

ABBV

ALNY

AMGN

HRTS

테마(Tema) ETFs의 설립자이자 CEO인 마우리츠 팟(Maurits Pot)은 비만 치료를 위한 GLP-1 약물 시장은 1조 달러 이상으로 급등할 것으로 예상된다고 벤징가(Benzinga)와의 독점 인터뷰에서 그의 낙관적인 예측을 공유했다. 

단독: GLP-1 체중 감량 약물은 수조 달러 규모의 시장 가능성, 테마 ETFs CEO의 전망

Tema GLP-1, Obesity & Cardiometabolic ETF

Earlier this week, in a fiery discussion on Piers Morgan Uncensored, Scott Galloway and Kevin O'Leary clashed over Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) CEO Elon Musk's legacy.
What Happened: The debate started with Piers Morgan recalling an encounter with Musk, where the billionaire showed off videos of <a href="https://www.benzinga.com/markets/tech/25/06/45826839/elon-musks-tesla-optimus-robot-program-head-milan-kovac-steps-down">Tesla&#8217;s humanoid robot</a>, Optimus, and expressed his belief that robots would revolutionize the world.
Morgan pointed out Musk&#8217;s enthusiasm for innovation but questioned his <a href="https://www.benzinga.com/news/politics/25/06/45824984/exclusive-trump-can-hurt-elons-businesses-says-tesla-protest-organizer-but-at-this-point-whos-left-to-buy">involvement in politics</a> and the &#8220;aggravation&#8221; that came with it.
Galloway, a prominent business professor and author, took a harsher stance, condemning Musk's actions, <a href="https://www.benzinga.com/news/politics/25/05/45710749/trump-says-hes-not-troubled-by-musks-alleged-drug-use-during-campaign-report">such as drug use</a> and controversial statements.
He said, "I think the two of you are more impressed with Mr. Musk than I am," referring to O&#8217;Leary and Morgan's praise for Musk's achievements.
See Also:&nbsp;<a href="https://www.benzinga.com/25/04/45031652/trumps-ai-and-crypto-czar-david-sacks-says-musk-isnt-out-of-doge-just-rationing-his-time-at-the-department-as-tesla-stock-surges-24-in-the-past-five-days" target="_blank" rel="noreferrer noopener">Trump's AI And Crypto Czar David Sacks Says Elon Musk Going To ‘Stay Involved' In DOGE, Calls Entrepreneur Rationing His Time Sensible</a>
Galloway argued that while Musk is a technological genius, his behavior, including controversial political stances and lack of <a href="https://www.benzinga.com/markets/25/05/45286464/bill-gates-commits-99-of-his-remaining-fortune-to-gates-foundation-set-to-wind-down-in-20-years-somebody-should-give-more-money-than-i-did">philanthropy</a> (unlike Bill Gates), overshadowed his accomplishments.
He added, "If somebody is <a href="https://www.benzinga.com/general/social-media/25/01/43219015/elon-musk-faces-criticism-from-biographer-over-auschwitz-visit-he-truly-is-a-sociopath">making Nazi salutes</a>, if somebody is being sued concurrently by two women for sole custody of their child because that person has not spent any time with that child, when someone is so severely addicted to drugs … I don&#8217;t think that&#8217;s the right role model for young men."
O&#8217;Leary, on the other hand, defended Musk, highlighting his innovation and contributions to technology. He stated that despite Musk's flaws, his achievements in electric vehicles, space exploration and robotics were undeniable.
The "Shark Tank" star described Galloway's criticism as "Musk derangement syndrome" and urged the focus to remain on Musk's groundbreaking work, not his controversies.
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.
<figure class="wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio"> 
<div class="wp-block-embed__wrapper">
<iframe loading="lazy" title="‘Musk DERANGEMENT Syndrome!' DOGE Legacy Debate &#x7C; Scott Galloway vs Kevin O'Leary" width="500" height="281" src="https://www.youtube.com/embed/ZePnamTanGc?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>
Why It's Important: Previously, Musk <a href="https://www.benzinga.com/news/politics/25/05/45710494/elon-musk-denies-ketamine-allegations-if-this-bs-from-nyt-were-true-it-would-have-been-extremely-obvious">pushed back against</a> a recent New York Times report claiming he regularly used ketamine during the 2024 campaign.
&#8220;I'm in meetings with dozens to hundreds of people every day and am photographed constantly,&#8221; he stated, adding, &#8220;If this bs from NYT were true, it would have been EXTREMELY obvious.&#8221;
Earlier this year, it was also reported that <a href="https://www.benzinga.com/markets/25/05/45124373/tesla-board-explored-replacing-elon-musk-as-tesla-ceo-a-month-ago-report">Tesla's board began looking</a> for Musk's successor due to his focus on government work in Washington, D.C., and the company's financial struggles.
The board allegedly urged Musk to recommit to Tesla. However, Tesla denied reaching out to recruitment firms, calling the report false. Chairwoman Robyn Denholm reaffirmed confidence in Musk and the tech mogul criticized the report as unethical and deliberately false.
Musk currently has a net worth of $335 billion, making him the wealthiest individual in the world, as per Bloomberg's Billionaire <a href="https://www.bloomberg.com/billionaires/">Index</a>.
Check out more of Benzinga&#8217;s Consumer Tech coverage by&nbsp;<a href="https://www.benzinga.com/topic/consumer-tech" target="_blank" rel="noreferrer noopener">following this link</a>.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/tech/25/04/44941657/elon-musk-equates-car-ownership-in-future-to-riding-a-horse-while-using-a-flip-phone-pierre-ferragu-says-teslas-iphone-moment-hinges-on-full-autonomy" target="_blank" rel="noreferrer noopener">Elon Musk Equates Car Ownership In Future To Riding A Horse While Using A Flip Phone — Pierre Ferragu Says Tesla&#8217;s ‘iPhone Moment&#8217; Hinges On Full Autonomy</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: Shutterstock

TSLA

Piers Morgan Hosts Heated Debate On Musk's Legacy: While Kevin O'Leary Defends His Achievements, Scott Galloway Criticizes Tesla CEO's Behavior, Saying 'I Think The Two Of You Are More Impressed With Mr Musk Than I Am'

NASA has postponed the next potential flight of Boeing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>)&#8217;s Starliner spacecraft to 2026. This delay affects a crucial milestone for the vehicle, which is intended to be an alternative to SpaceX&#8216;s Dragon spacecraft.
What Happened: NASA had initially indicated that Starliner&#8217;s next mission to the International Space Station (ISS) might occur by the end of this year. However, NASA is still determining whether the upcoming flight will include astronauts or only cargo, according to a report<a href="https://www.bloomberg.com/news/articles/2025-06-06/nasa-delays-next-flight-of-boeing-s-alternative-to-spacex-dragon"> by</a> Bloomberg.
The delay underscores NASA&#8217;s dependence on SpaceX and its CEO, Elon Musk. Musk recently <a href="https://www.benzinga.com/news/space/25/06/45808621/after-threatening-to-scrap-dragon-spacecraft-amid-tussle-with-trump-musk-backs-down-following-social-media-plea-good-advice">threatened to decommission the Dragon spacecraft</a> amid a public dispute with President Donald Trump, but later confirmed it would remain operational.
See Also: <a href="https://benzinga.com/news/politics/25/06/45808431/xi-has-bowed-to-reality-says-china-analyst-urges-more-engagement-between-leaders-to-resolve-trade-i">Xi Has &#8216;Bowed To Reality,&#8217; Says China Analyst, Urges More Engagement Between Leaders To Resolve Trade Issues: &#8216;No Substitute For Direct Negotiations With Trump&#8217;</a>
Starliner, the sole U.S. alternative for crew transport to the ISS, has faced challenges. A failed test flight in 2024 left two astronauts stranded on the ISS for over nine months, and the vehicle has yet to be certified for human transport. Due to engine issues with Starliner, NASA relied on SpaceX&#8217;s Dragon to return the astronauts safely.
Why It Matters: The delay in Starliner&#8217;s flight is part of a series of setbacks for Boeing (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>) and its spacecraft program. The company has already invested over $2 billion in the Starliner project, which has been plagued by technical issues and financial overruns.
These challenges have made the<a href="https://www.benzinga.com/25/02/43638821/boeing-has-spent-2-billion-on-the-starliner-debacle-as-musks-spacex-set-to-rescue-the-stranded-astronauts"> Starliner one of the most expensive</a> commercial space missions ever.
In March 2025, <a href="https://www.benzinga.com/25/03/44539316/nasa-and-boeing-push-forward-with-starliner-crew-certification">NASA and Boeing</a> were reportedly working to resolve the technical issues and move forward with crew certification. However, the ongoing troubles have led Boeing to<a href="https://www.benzinga.com/news/24/10/41562455/boeing-looks-to-offload-starliner-spacecraft-nasa-business-as-troubles-mount-report"> consider selling its Starliner</a> and NASA operations in October 2024.
Check out more of Benzinga's Future Of Mobility coverage by<a href="https://www.benzinga.com/topic/mobility"> following this link.</a>
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/news/space/25/06/45808621/after-threatening-to-scrap-dragon-spacecraft-amid-tussle-with-trump-musk-backs-down-following-social-media-plea-good-advice">After Threatening To Scrap Dragon Spacecraft Amid Tussle With Trump, Musk Backs Down Following Social Media Plea: &#8216;Good Advice&#8217;</a></li>
</ul>
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: Pandora Pictures / Shutterstock.com

SPACE

NASA Delays Boeing Starliner Flight To 2026 Amid Ongoing Technical Challenges

Elon Musk's social media platform X has reportedly made a visible push to clarify its <a href="https://www.benzinga.com/news/23/04/31948236/heres-how-many-months-elon-musk-could-pay-for-every-twitter-peasant-to-have-a-blue-checkmark">blue checkmark policy</a> as European regulators ramp up scrutiny that could lead to a massive fine.
What Happened: X has started prominently displaying a disclaimer stating that blue checkmarks signify a paid subscription, not verified identity, reported Reuters, citing a person familiar with the matter.&nbsp;
The change was reportedly made about a week ago, is an attempt to fend off potential penalties under the EU's Digital Services Act (DSA).
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.
A European Commission spokesperson said, "Our investigation related to the blue checkmark is ongoing," the report noted.
X did not immediately respond to <a href="https://pro.benzinga.com/dashboard">Benzinga's</a> request for comments.
Why It's Important: The EU charged X in July 2024 with potentially misleading users by allowing anyone to buy a blue checkmark — a symbol traditionally reserved for verified public figures.
X has not admitted any wrongdoing and has not settled with the EU, the report added.
The EU investigation falls under the Digital Services Act, which compels major online platforms to take stronger action against illegal and harmful content or face fines of up to 6% of their global annual revenue.
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>.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/large-cap/25/06/45770679/alibaba-jd-see-sales-soar-in-618-festival-apple-and-xiaomi-emerge-as-top-selling-brands" target="_blank" rel="noreferrer noopener">Alibaba, JD See Sales Soar In 618 Festival, Apple And Xiaomi Emerge As Top Selling Brands</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: Shutterstock

Elon Musk's Social Media Platform X Adds Blue Check Disclaimer Amid EU Fine Threat: Report

On Friday, Wedbush analyst Dan Ives weighed in <a href="https://www.benzinga.com/news/politics/25/06/45824984/exclusive-trump-can-hurt-elons-businesses-says-tesla-protest-organizer-but-at-this-point-whos-left-to-buy">on the ongoing</a> war of words between Elon Musk and Donald Trump, reassuring investors that despite the recent drama, Tesla Inc.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) long-term growth prospects remain strong.
What Happened: In an appearance on Yahoo Finance's Market Domination, Ives described the public fallout between Musk and Trump as a &#8220;Twilight Zone&#8221; moment, comparing it to a junior high school fight.
The fallout, which saw <a href="https://www.benzinga.com/news/politics/25/06/45800612/trump-says-musk-has-trump-derangement-syndrome-as-battle-over-bill-heats-up-had-a-great-relationship-dont-know-if-we-will-anymore">Musk pulling away from Trump</a>, sparked concern among investors, especially given the critical role Trump has played in supporting Musk's autonomous vehicle roadmap.
&#8220;I think it caught investors off guard because you knew Musk was pulling away, but you didn&#8217;t think that this was actually going to start really a battle where a friend could become an enemy,&#8221; he stated, referring to the stock price drop on Thursday.
See Also: <a href="https://www.benzinga.com/markets/tech/25/06/45807465/dan-ives-calls-musk-trump-feud-a-twilight-zone-moment-but-bullish-on-tesla-and-autonomous-future-not-good-for-either-side">Dan Ives Calls Musk-Trump Feud A &#8216;Twilight Zone Moment&#8217; But Bullish On Tesla And Autonomous Future: &#8216;Not Good For Either Side&#8217;</a>
Investors were worried that the rift could <a href="https://www.benzinga.com/news/politics/25/06/45807968/trump-signals-truce-with-elon-musk-after-online-feud-its-going-very-well-never-done-better">negatively affect Tesla's future</a> regulatory support, particularly regarding autonomous vehicles.
However, Ives described the market's reaction as &#8220;an overreaction,&#8221; suggesting that while the tension between the two men may create short-term volatility, it wouldn&#8217;t derail Tesla's long-term success.
&#8220;I still believe they&#8217;re allies and it doesn&#8217;t change my view that the regulatory road map is going to be more greenlighted for Tesla,&#8221; he stated, adding, &#8220;I don&#8217;t think that this is the beginning of a dark storm between Musk and Trump.&#8221;
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">"Musk and Trump went from BFFs to this frenemies situation, it's almost like a junior high sort of fight that's happened between these friends, and I think it caught investors off guard," Wedbush Securities Managing Director <a href="https://twitter.com/DivesTech?ref_src=twsrc%5Etfw">@DivesTech</a> says. <a href="https://t.co/L0PYfbvR7y">pic.twitter.com/L0PYfbvR7y</a>
&mdash; Yahoo Finance (@YahooFinance) <a href="https://twitter.com/YahooFinance/status/1931067250779344915?ref_src=twsrc%5Etfw">June 6, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
Why It's Important: Tesla saw its stock drop by 14.3% to $284.70 on Thursday, marking its second-largest percentage loss in over a year and the <a href="https://www.benzinga.com/trading-ideas/movers/25/06/45805173/musk-vs-trump-tesla-suffers-record-152b-one-day-crash-as-ceo-warns-tariffs-will-cause-a-recession">largest market cap loss</a> in the company's history.
The company's market value plummeted by a record $152 billion, pushing Tesla out of the $1 trillion market cap club. This decline followed Musk&#8217;s public criticism of Trump's &#8220;Big Beautiful Bill.&#8221;
However, during Friday's regular session, the share price rebounded by 3.67%, reaching $295.14, according to data from <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a>.
Benzinga&#8217;s Edge Stock Rankings indicate that although the stock is facing negative trends in the short and medium term, its long-term outlook remains positive. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">For more detailed metrics, click 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/2025/06/07023056/Screenshot-2025-06-07-at-11.58.36%E2%80%AFAM.png" alt="" class="wp-image-941999" /></a></figure>
Read Next:&nbsp;
<ul class="wp-block-list">
<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>
</ul>
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo Courtesy: RKY Photo on Shutterstock.com

Dan Ives Weighs In On Musk-Trump Drama, Says TSLA Stock Reaction Overblown: 'I Still Believe They're Allies'

On Friday, Reid Hoffman, co-founder of LinkedIn, shared a video on X, formerly Twitter, in which historian and philosopher Yuval Noah Harari warned that humanity is at risk of being overwhelmed by the rapid pace of artificial intelligence (AI) advancements, with severe <a href="https://www.benzinga.com/tech/25/05/45229107/paul-tudor-jones-warns-ai-could-kill-50-of-humanity-without-proper-oversight-were-creating-something-thats-really-dangerous">consequences for jobs and society</a>.
What Happened: While sharing the video, which was from the Possible podcast made public earlier this week, Hoffman said, "Yuval Noah Harari worries that humanity can't adapt to our AI future quickly enough, and will pay the price."
During the podcast conversation, Harari warned that AI technology wouldn&#8217;t be a one-time disruption, but an ongoing series of revolutionary changes, each moving at an unprecedented pace.
Unlike previous revolutions, <a href="https://www.benzinga.com/media/25/05/45342325/first-american-pope-leo-xiv-calls-artificial-intelligence-another-industrial-revolution">like the Industrial Revolution</a>, which unfolded over centuries, the AI revolution is happening at an inorganic, digital speed that humans may not be able to keep up with.
See Also:&nbsp;<a href="https://www.benzinga.com/25/04/44916290/pope-francis-the-peoples-pope-dies-at-88-tributes-pour-in-from-trump-king-charles-tim-cook-joe-biden-jimmy-fallon-and-more" target="_blank" rel="noreferrer noopener">Pope Francis, The People&#8217;s Pope, Dies At 88: Tributes Pour In From Trump, King Charles, Tim Cook, Joe Biden, Jimmy Fallon, And More</a>
"If we can give humanity time to adapt to the economic and social changes, I think we&#8217;ll be okay. My theory is that we don&#8217;t have that time because the revolution is moving on with a rapidity, we&#8217;ve seen nothing like that in history," he stated.
He compared the current situation to the Industrial Revolution, which caused immense social, political and economic upheaval and suggested that, while the Industrial Revolution eventually led to a better quality of life, it came at a cost, with many paying through suffering and conflict.
The renowned historian expressed fear that, if humanity only survives AI adaptation like it did with industrialization, the outcome could be disastrous, with billions of people facing very high costs.
<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">Yuval Noah Harari worries that humanity can't adapt to our AI future quickly enough, and will pay the price. His take on AI &amp; jobs: <a href="https://t.co/JrdRlku7QX">pic.twitter.com/JrdRlku7QX</a>
&mdash; Reid Hoffman (@reidhoffman) <a href="https://twitter.com/reidhoffman/status/1931121890623635523?ref_src=twsrc%5Etfw">June 6, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
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: Harari's warning is a call to action for governments, businesses, and society to start addressing the social and economic impacts of AI before it's too late.
With AI evolving at an unprecedented rate, there is growing concern that the pace of change will outstrip humanity's ability to adapt, leading to widespread unemployment and social unrest.
Last year in March, the Institute for Public Policy Research (IPPR) cautioned that up to eight million jobs in the U.K. could be at risk as AI becomes<a href="https://www.benzinga.com/news/23/02/30766478/6-jobs-artificial-intelligence-is-already-replacing-how-investors-can-capitalize-on-it"> more prevalent in the workplace</a>.
However, the think tank said that a "jobs apocalypse" can be avoided <a href="https://www.benzinga.com/news/24/03/37950694/ai-could-cost-uk-8m-jobs-but-theres-a-way-out-says-think-tank-if-they-dont-act-soon-it-may-be-too-la">if the government implements the right measures</a>.
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>.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/trading-ideas/movers/25/05/45307459/pope-leo-xiv-themed-memecoins-surge-after-us-born-robert-francis-prevost-becomes-romes-new-bishop" target="_blank" rel="noreferrer noopener">Pope Leo XIV-Themed Memecoins Surge After US-Born Robert Francis Prevost Becomes Rome&#8217;s New Bishop</a></li>
</ul>
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: Shutterstock

News

Reid Hoffman Shares Yuval Noah Harari's Stark Warning That Humanity Won't Adapt Fast Enough To Artificial Intelligence's Rise And Will Suffer The Consequences: 'Revolution Is Moving On With A Rapidity, We've Seen Nothing Like That In History'

On Friday, Cathie Wood&#8217;s Ark Invest made significant trades, with Veracyte Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VCYT#NASDAQ">VCYT</a>), 3D Systems Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DDD#NYSE">DDD</a>), and Avidxchange Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVDX#NASDAQ">AVDX</a>) being the most notable.
The VCYT Trade: Ark Invest&#8217;s ARK Innovation ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/ARKK#BATS">ARKK</a>) fund made a substantial purchase of Veracyte Inc shares. The fund acquired 30,771 shares, increasing its ETF percentage by 0.0151.
The total value of the shares bought, based on the last close price of $27.46, is approximately $844,971.
Veracyte is a genomic diagnostics company that leverages advanced technologies to improve patient diagnosis and treatment.
The DDD Trade: Ark Invest&#8217;s ARK Autonomous Technology &amp; Robotics ET (BATS:<a class="ticker" href="https://www.benzinga.com/stock/ARKQ#BATS">ARKQ</a>) and ARK Space Exploration &amp; Innovation ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/ARKX#BATS">ARKX</a>) funds both sold shares of 3D Systems Corp.
The ARKQ fund sold 1,200 shares, while the ARKX fund sold 400 shares, both reducing their ETF percentage by 0.0002.
The total value of the shares sold, based on the last close price of $1.73, is approximately $2,768.
3D Systems Corp is a leading provider of 3D printing solutions. Despite the company&#8217;s potential for growth in the expanding 3D printing market, Ark Invest&#8217;s decision to sell suggests a strategic shift in their investment approach.
The AVDX Trade: Ark Invest&#8217;s ARK Fintech Innovation ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ARKF#NYSE">ARKF</a>) fund sold 10,025 shares of Avidxchange Holdings Inc., reducing its ETF percentage by 0.0096.
The total value of the shares sold, based on the last close price of $9.80, is approximately $98,245.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/tech/25/06/45826839/elon-musks-tesla-optimus-robot-program-head-milan-kovac-steps-down">Elon Musk&#8217;s Tesla Optimus Robot Program Head Milan Kovac Steps Down</a></li>
</ul>
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: ChrisStock82 / Shutterstock.com

ARKF

ARKK

ARKQ

ARKX

AVDX

VCYT

Cathie Wood's Ark Invest Loads Up On Veracyte, Offloads 3D Systems

President Donald Trump has enacted executive orders aimed at bolstering U.S. drone defenses and advancing supersonic commercial aviation.
What Happened: The directives, signed on Friday, are designed to facilitate drone operations beyond visual line of sight, reduce dependency on Chinese drone manufacturers, and promote the development of electric air taxis, according to a report by Reuters.
A federal task force will be established to ensure U.S. airspace control, expand restrictions over sensitive sites, and improve real-time drone detection capabilities. The National Football League has expressed support for these measures, highlighting their role in safeguarding fans at major events.
Michael Kratsios, head of the White House Office of Science and Technology Policy, emphasized that the orders address the &#8220;growing threat of criminal terrorists and foreign misuse of drones.&#8221; Meanwhile, Sebastian Gorka, a senior director at the National Security Council, underscored the necessity of enhancing counter-drone capabilities.
See Also: <a href="https://www.benzinga.com/markets/tech/25/06/45826735/china-grants-temporary-rare-earth-licenses-to-us-automakers-suppliers">China Grants Temporary Rare-Earth Licenses To US Automakers&#8217; Suppliers</a>
Additionally, Trump has instructed the Federal Aviation Administration to lift the 1973 ban on supersonic air travel over land, provided that no sonic boom is audible on the ground. Boom Supersonic CEO Blake Scholl welcomed this development, marking a new chapter for commercial aviation.
Why It Matters: The executive orders come at a time when the defense sector is witnessing significant transformations. Anduril Industries, a defense tech company, <a href="https://www.benzinga.com/markets/market-summary/25/06/45810158/anduril-raises-2-5-billion-at-30-5-billion-valuation-doubling-in-a-year-as-defense-contracts-grow">recently secured $2.5 billion in funding</a>, doubling its valuation to $30.5 billion. This underscores the growing importance of advanced technologies in national security.
Furthermore, the conversation around replacing traditional manned fighter jets with drones has gained momentum, especially after <a href="https://www.benzinga.com/news/24/12/42525698/as-elon-musk-takes-on-lockheed-martin-made-f-35s-experts-question-feasibility-of-replacing-manned-fighter-jets-with-drones">Elon Musk&#8217;s comments</a> advocating for drone warfare. This shift in military strategy is also reflected in discussions about reallocating defense budgets to <a href="https://www.benzinga.com/markets/equities/24/11/42206297/amid-elon-musks-push-for-drones-and-ai-for-combat-transformation-analyst-pierre-ferragu-says-shift-the-defense-budget-in-favor-of-startups">support startups focused on drones and AI</a>, as highlighted by analyst Pierre Ferragu.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/news/politics/25/06/45826692/trump-musk-feud-may-not-end-anytime-soon-as-president-says-he-has-no-plans-to-speak-to-the-tesla-ceo">Trump-Musk Feud May Not End Anytime Soon As President Says He Has No Plans To Speak To The Tesla CEO</a></li>
</ul>
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: Joey Sussman / Shutterstock.com

Politics

Trump Signs Orders To Strengthen US Drone Defenses And Supersonic Flight

Oracle of Omaha Warren Buffett was rejected from Harvard University as a 19-year-old, but came to regard the rejection as one of the best things that ever happened to him.
What Happened: Speaking <a href="https://www.youtube.com/watch?v=SVlJdHGMl4Q">at</a> the University of Nebraska in 2003, the Berkshire Hathaway CEO shared how he obtained the Nathan Gold Scholarship, which offered $500 to attend any graduate school. "I went there to this room at 3:00 that day or whatever it was and I walked in the room and there were the professors and I was the only student that showed up," he recalled. 
"I won $500 by default… those are usually my biggest triumphs when nobody else shows up."
With the scholarship, Buffett applied to Harvard, but after meeting the interviewer, his Harvard hopes came crashing down. "After about 10 minutes he said, ‘Better think about something else.' I was 19 at the time and I looked about 12 and I acted about eight. It was not a great combination."
The rejection hit hard. "All the time I'm thinking, you know, what do I tell my parents? It's kind of embarrassing." But what followed, Buffett said, was "the luckiest thing that ever happened to me."
See Also: <a href="https://www.benzinga.com/news/25/06/45737967/charlie-mungers-life-advice-someone-will-always-be-getting-richer-faster-than-you-this-is-no-great-t">Charlie Munger&#8217;s Life Advice: &#8216;Someone Will Always Be Getting Richer Faster Than You, This Is No Great Tragedy&#8217;</a>
Why It Matters: After this failed interview, Buffett applied to Columbia Business School, where he enrolled in a one-year master's program. "I got to meet Ben Graham, which had an enormous effect on me," he said. It also allowed him to graduate early, and <a href="https://www.benzinga.com/personal-finance/25/03/44182984/warren-buffett-spent-71-years-of-his-life-married-and-says-the-secret-to-a-long-lasting-marriage-is-finding-someone-with-low-expectations">find a partner</a> as well: "I probably <a href="https://www.benzinga.com/personal-finance/25/05/45602473/warren-buffett-calls-letting-first-wife-move-out-his-biggest-mistake-admits-it-was-99-his-fault-yet-she-introduced-him-to-his-current-wife">got my wife</a> that way… I got her before the competition showed up."
In Buffett's view, such detours are crucial in life. "You will get <a href="https://www.benzinga.com/news/25/03/44238467/warren-buffett-shares-biggest-investing-mistakes-433m-deal-that-cost-berkshire-billions-and-trillion-dollar-tech-stocks-he-missed">some disappointments</a>, but the future is what counts," he said. "It would not be fun if I knew every decision I was going to make was going to be perfect. It'd be like playing golf and knowing you're going to hit a hole-in-one on every hole."
He stressed that failures—or <a href="https://www.benzinga.com/general/education/25/05/45602754/warren-buffett-investment-success-3-simple-rules-to-copy-oracle-of-omaha">what seem to be failures</a>—are simply part of the game. "If you take big swings, <a href="https://www.benzinga.com/personal-finance/25/03/44316684/warren-buffett-said-bad-news-is-an-investors-best-friend-and-if-youre-not-ready-for-stocks-to-drop-50-you-shouldnt-be-investing">you may miss sometimes</a>." About the rejection, he said, "It worked out wonderfully. It couldn't have worked out better," He even joked about Harvard's ‘mistake' of rejecting him: "Now that I've met the people that got in the class, I'm really sure they made a mistake."
Read Next: <a href="https://www.benzinga.com/news/movers-shakers/25/06/45761617/here-are-the-highest-paid-ceos-in-2024-where-did-elon-musk-warren-buffett-rank">Here Are The Highest Paid CEOs In 2024: Where Did Elon Musk, Warren Buffett Rank?</a>
Photo Agency on Shutterstock

Education

General

Warren Buffett Got Rejected By Harvard — And Says It Was 'The Luckiest Thing That Ever Happened To Me:' Here's Why

Milan Kovac, the head of Tesla Inc.'s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) Optimus humanoid robot program, has announced his resignation. Kovac, who has been instrumental in leading the initiative since 2022, cited family commitments as the reason for his departure.
His announcement was made on X on Friday.
What Happened: Kovac announced his exit from the company on a post on X on Friday.
Kovac, who became vice president of the Optimus program in September last year, stated, &#8220;I&#8217;ve been far away from home for too long, and will need to spend more time with family abroad. I want to make it clear that this is the only reason.&#8221;
According to a report <a href="https://www.bloomberg.com/news/articles/2025-06-06/tesla-s-leader-of-optimus-humanoid-robot-program-leaves-company">by</a> Bloomberg, Ashok Elluswamy, who currently leads Tesla&#8217;s autopilot teams, will take over Kovac&#8217;s responsibilities.
<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">Over the past 9+ years, I've had the immense privilege to work with some of the most brilliant minds in AI &amp; engineering. I've built friendships that will last a lifetime. This week, I've had to make the most difficult decision of my life and will be moving out of my position.… <a href="https://t.co/ENwYRDQkMO">pic.twitter.com/ENwYRDQkMO</a>
&mdash; Milan Kovac (@_milankovac_) <a href="https://twitter.com/_milankovac_/status/1931097888995807554?ref_src=twsrc%5Etfw">June 6, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
Elon Musk had previously indicated plans to produce thousands of Optimus robots this year, despite challenges such as China&#8217;s export restrictions on<a href="https://www.benzinga.com/markets/tech/25/06/45826735/china-grants-temporary-rare-earth-licenses-to-us-automakers-suppliers"> rare-earth magnets</a>.
The company is prioritizing the launch of these robots and its robotaxi service, which are crucial to Tesla&#8217;s future valuation. Musk emphasized to CNBC, &#8220;The only things that matter in the long term are autonomy and Optimus.&#8221;
See Also: <a href="https://benzinga.com/news/politics/25/06/45785851/elizabeth-warren-says-trumps-one-big-beautiful-bill-will-rip-away-health-coverage-from-16-million-a">Elizabeth Warren Says Trump&#8217;s &#8216;One Big Beautiful Bill&#8217; Will &#8216;Rip Away&#8217; Health Coverage From 16 million Americans — Just So Jeff Bezos Can Buy A Third Yacht</a>
Why It Matters: The departure of Kovac comes at a critical time for Tesla&#8217;s Optimus project. The company has been making significant strides in humanoid robotics, with <a href="https://www.benzinga.com/markets/equities/25/05/45536080/elon-musk-says-teslas-optimus-can-learn-tasks-by-watching-youtube-videos-just-like-a-human">Elon Musk revealing</a> that the Optimus robot is developing the ability to learn tasks by watching videos, similar to human learning patterns.
<a href="https://www.benzinga.com/news/25/05/45691451/teslas-optimus-may-be-the-first-humanoid-robot-to-achieve-high-volume-and-tech-scale-says-nvidia-ceo">Nvidia CEO Jensen Huang</a> recently stated that Tesla&#8217;s Optimus could be the first humanoid robot to achieve mass adoption, potentially triggering a multi-trillion-dollar industry. However, the project faces challenges, including supply chain constraints and China&#8217;s new export restrictions on rare earth materials, as highlighted by Musk during Tesla&#8217;s first-quarter earnings call.
Check out more of Benzinga&#8217;s Future Of Mobility coverage by<a href="https://www.benzinga.com/topic/mobility"> following this link.</a>
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/news/politics/25/06/45826692/trump-musk-feud-may-not-end-anytime-soon-as-president-says-he-has-no-plans-to-speak-to-the-tesla-ceo">Trump-Musk Feud May Not End Anytime Soon As President Says He Has No Plans To Speak To The Tesla CEO</a></li>
</ul>
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: Shutterstock

Elon Musk's Tesla Optimus Robot Program Head Milan Kovac Steps Down

Microsoft&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) CEO&nbsp;Satya Nadella&nbsp;has offered a crucial piece of advice for those aiming to enter the tech industry amid the increasing influence of artificial intelligence (AI).
What Happened: Nadella, a leading figure in the tech world, emphasized the importance of mastering the fundamentals of computational thinking for a successful career in tech during a discussion with tech YouTuber Sajjaad Khader that aired on Thursday. This skill, which involves logically breaking down problems and systematically designing solutions, remains essential despite the transformative impact of AI on coding and problem-solving.
<figure class="wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio"> 
<div class="wp-block-embed__wrapper">
<iframe loading="lazy" title="I Asked Microsoft's CEO How To Get Hired (Satya Nadella)" width="500" height="281" src="https://www.youtube.com/embed/XWfSuGKmqXY?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>
Nadella illustrated his point with a personal anecdote, explaining how his understanding of&nbsp;the underlying logic of a&nbsp;SQL query allowed him to effectively guide an AI-powered coding assistant, Microsoft&#8217;s Copilot, to resolve a bug. This example highlights the importance of understanding the fundamentals, as it enables individuals&nbsp;to use AI as a&nbsp;tool to enhance their capabilities rather than replace them.
He further predicts that AI will accelerate the transition&nbsp;from software engineer to software&nbsp;architect, democratizing the role by automating much of the coding &#8220;drudgery.&#8221; However, Nadella stresses&nbsp;that even when using AI&nbsp;for tasks like generating a markdown file, clear instructions are essential, requiring&nbsp;a blend of technical expertise&nbsp;and the ability to think&nbsp;like a systems engineer.
The CEO is enthusiastic that &#8220;The path to being that software architect gets speeded up.&#8221;
"All of us are going&nbsp;to be more software architects,"&nbsp;Nadella anticipates
SEE ALSO:&nbsp;<a href="https://benzinga.com/markets/tech/25/06/45784639/jeff-bezos-let-customers-cancel-their-own-amazon-orders-and-it-paid-off-big-if-you-give-people-more-" target="_blank" rel="noreferrer noopener">Jeff Bezos Let Customers Cancel Their Own Amazon Orders And It Paid Off Big: &#8216;If You Give People More Control&#8230;Maybe They&#8217;ll Order More&#8217;</a>
Why It Matters: In a recent conversation with Meta Platforms (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) CEO Mark Zuckerberg, Nadella disclosed that AI now writes up to&nbsp;<a href="https://www.benzinga.com/tech/25/04/45093643/ai-is-reshaping-coding-at-microsoft-says-nadella-30-of-code-now-ai-generated">30% of Microsoft&#8217;s </a>code base, marking a significant shift in software development. This underscores the increasing importance of computational thinking, as AI continues to reshape the industry.
Amid the AI-driven growth, Microsoft has been&nbsp;eliminating <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">hundreds of jobs</a>&nbsp;in a bid to position the company for success amid this transformative period. This underscores the need for individuals to equip themselves with the skills necessary to thrive in the AI-driven tech industry, as highlighted by Nadella&#8217;s advice.
However, this AI-driven transformation has not been without its challenges. Tech giants like&nbsp;Amazon&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), Microsoft,&nbsp;Google&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>), and&nbsp;Shopify&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SHOP#NYSE">SHOP</a>) have been racing to integrate AI, leading to engineers working faster with less thinking time and <a href="https://www.benzinga.com/25/05/45603978/as-amazon-microsoft-google-and-shopify-race-to-integrate-ai-engineers-say-theyre-working-faster-with-less-thinking-time-and-more-pressure-than-ever">more pressure </a>than ever. This further emphasizes the need for a strong foundation in computational thinking to navigate the evolving tech landscape.
Microsoft stock rose 0.82% to close at $467.68. On a year-to-date basis, it surged 11.73%, according to data from <a href="http://pro.benzinga.com">Benzinga Pro. </a>
<ul class="wp-block-list">
<li>READ MORE:&nbsp;<a href="https://benzinga.com/news/25/06/45800902/the-white-house-pushes-back-with-a-mythbuster-article-saying-people-wont-literally-die-from-their-tax-bill" target="_blank" rel="noreferrer noopener">The White House Pushes Back With A &#8216;Mythbuster&#8217; Article Saying People Won&#8217;t &#8216;Literally Die&#8217; From Their Tax Bill</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.

Markets

AMZN

GOOG

MSFT

SHOP

Microsoft CEO Satya Nadella Shares Top Tip For Aspiring Techies To Land A Job In AI Era: 'The Path To Being Software Architect Gets Speeded Up'

As Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) gears up for its Worldwide Developers Conference (WWDC) 2025, the focus is expected to <a href="https://www.benzinga.com/news/topics/25/06/45712700/apples-ai-struggles-to-keep-pace-with-rivals-ahead-of-wwdc-2025">be on major software updates</a>, but there's growing speculation about the possibility of surprise hardware announcements.
What Happened: While WWDC is traditionally a software-heavy event, rumors have been swirling about the potential unveiling of three key hardware products, <a href="https://9to5mac.com/2025/06/06/new-hardware-at-wwdc-heres-what-the-rumors-say/">reported</a> 9To5Mac.
First, the Mac Pro, which hasn't seen a redesign in the Apple Silicon era, could be previewed at WWDC. Apple has a history of showcasing new Mac Pro models at the conference, so this would not be out of the ordinary.
Second, there's talk of a ‘HomePad' smart display making an appearance. This device would likely be tied to a new homeOS, which could be announced alongside it. The HomePad could compete with similar devices from competitors like 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 and Amazon.com, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>).
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.
Lastly, AirTag 2, a rumored update to <a href="https://www.benzinga.com/24/12/42677323/apples-airtag-2-roundup-ultra-wideband-boost-safety-improvements-and-more-rumored-features">Apple's location tracker</a>, has been speculated to arrive in mid-2025. While it seems unusual for such a product to debut at WWDC, Apple's audience extends beyond developers, and the timing could make sense, the report added.
Why It&#8217;s Important: WWDC 2025 is Apple's last major event <a href="https://www.benzinga.com/tech/25/03/44348175/apples-iphone-17-air-to-usher-in-new-era-of-slimmer-portless-models">before the launch of the</a> iPhone 17 in the fall, making it a potential window for hardware announcements.&nbsp;
WWDC 2025 will be held <a href="https://www.benzinga.com/markets/tech/25/06/45787471/apples-wwdc-2025-when-how-to-watch-the-keynote-and-what-to-expect">from June 9–13</a>, with the keynote livestreamed on June 9 at 1 p.m. ET.
According to Benzinga&#8217;s Edge Stock Rankings, Apple is showing a downward price trend across the short, medium and long term. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">Additional metrics can be found 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/2025/06/06230553/Screenshot-2025-06-07-at-8.34.16%E2%80%AFAM.png" alt="" class="wp-image-941957" /></a></figure>
Check out more of Benzinga&#8217;s Consumer Tech coverage by&nbsp;<a href="https://www.benzinga.com/topic/consumer-tech" target="_blank" rel="noreferrer noopener">following this link</a>.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/large-cap/25/06/45770679/alibaba-jd-see-sales-soar-in-618-festival-apple-and-xiaomi-emerge-as-top-selling-brands" target="_blank" rel="noreferrer noopener">Alibaba, JD See Sales Soar In 618 Festival, Apple And Xiaomi Emerge As Top Selling Brands</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: jamesteohart / Shutterstock.com

AAPL

GOOGL

Apple May Launch New Hardware At WWDC 2025: Mac Pro, HomePad, AirTag 2 Expected

China has issued temporary export licenses for rare-earth materials to suppliers of U.S. automakers.
What Happened: China has issued temporary export licenses to rare-earth suppliers for the top three U.S. automakers, according to a report by Reuters on Friday. This move comes amid ongoing supply chain disruptions due to Beijing&#8217;s export restrictions on these materials.
At least some of these licenses are valid for six months, as per two unnamed sources cited by Reuters. However, details regarding the quantity or specific items covered by the approval remain unclear.
See Also: <a href="https://benzinga.com/news/space/25/06/45764046/elon-musk-dismisses-reports-that-spacex-is-valued-at-480-billion-says-it-sounds-too-high-predicts-its-">Elon Musk Dismisses Reports That SpaceX Is Valued At $480 Billion, Says It Sounds &#8216;Too High:&#8217; Predicts Its Revenue Will Exceed NASA&#8217;s Budget In 2026</a>
China&#8217;s decision in April to limit exports of rare earths and related magnets has affected supply chains crucial to automakers, aerospace manufacturers, semiconductor firms, and military contractors globally. The country&#8217;s dominance in the critical mineral industry is seen as a significant leverage point in its trade conflict with the U.S.
Suppliers for General Motors Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>), Ford Motor Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>), and Stellantis NV (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/STLA#NYSE">STLA</a>) received clearance for some rare earth export licenses on Monday, one source noted.
Why It Matters: The issuance of temporary licenses by China comes at a critical time when global automakers are grappling with potential production disruptions due to rare-earth supply shortages.
A report from May highlighted concerns from automakers like General Motors and Toyota Motor (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TM#NYSE">TM</a>) about<a href="https://www.benzinga.com/news/topics/25/05/45708426/chinas-rare-earth-magnet-restrictions-threaten-auto-production-could-result-in-shutdown-of-assembly-lines-report"> potential factory shutdowns</a> due to these restrictions.
Furthermore, the <a href="https://www.benzinga.com/markets/tech/25/06/45763345/amid-us-china-trade-war-global-automakers-warn-beijings-curbs-on-rare-earth-metals-could-significantly-impact-production">ongoing trade tensions</a> between the U.S. and China have exacerbated these challenges, with automakers worldwide warning of significant impacts on production.
The <a href="https://www.benzinga.com/markets/equities/25/06/45787521/us-auto-suppliers-urge-immediate-action-to-tackle-chinas-rare-earths-restrictions-amid-serious-real-time-risks">U.S. Vehicle Suppliers Association</a> has also called for immediate action to mitigate these risks. Meanwhile, Japan is reportedly planning to<a href="https://www.benzinga.com/news/politics/25/06/45813163/japan-to-offer-us-rare-earth-lng-deal-to-ease-china-trade-war-tensions-at-tariff-talks-report"> offer a cooperation package to the U.S</a>. to ease trade tensions, which includes addressing rare-earth supply chain issues.
Check out more of Benzinga's Future Of Mobility coverage by<a href="https://www.benzinga.com/topic/mobility"> following this link.</a>
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/news/space/25/06/45808621/after-threatening-to-scrap-dragon-spacecraft-amid-tussle-with-trump-musk-backs-down-following-social-media-plea-good-advice">After Threatening To Scrap Dragon Spacecraft Amid Tussle With Trump, Musk Backs Down Following Social Media Plea: &#8216;Good Advice&#8217;</a></li>
</ul>
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: Shutterstock

STLA

China Grants Temporary Rare-Earth Licenses To US Automakers' Suppliers

President Donald Trump has stated he has no plans to communicate with Elon Musk, highlighting ongoing friction over the contentious ‘Big, Beautiful Bill.&#8217;
This announcement was made while Trump was aboard Air Force One, as reported by Reuters. Despite wishing Musk success with Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>), Trump indicated he wasn&#8217;t considering speaking with the EV giant's CEO at the moment.
Trump also hinted at a potential review of Musk&#8217;s federal contracts, stating, &#8220;We&#8217;ll take a look at everything,&#8221; about the significant financial dealings.
A White House source, who chose to remain anonymous, suggested Trump might sell his red Tesla Model S, which had been previously displayed at the White House.
On the other hand, Musk has been vocally critical of the Republican tax and spending bill, expressing his disapproval on his social-media platform X. He argued that the bill could politically damage Republicans and exacerbate the national debt. Musk also floated the idea of creating a new political party to represent the middle majority.
See Also: <a href="https://benzinga.com/markets/cryptocurrency/25/03/44450232/white-house-says-gold-reserves-may-be-used-to-purchase-bitcoin">White House Says Gold Reserves May Be Used to Purchase Bitcoin &#8211; Benzinga</a>
The discord between Trump and Musk follows a public fallout, with Musk&#8217;s allies largely silent. Investor James Fishback advised Musk to apologize, citing Trump&#8217;s patience. This situation could have implications for the upcoming midterm elections, as Musk&#8217;s financial backing might affect Republican control of Congress.
Why It Matters: The tension between Trump and Musk has been escalating, with <a href="https://www.benzinga.com/news/politics/25/06/45821929/trump-vs-musk-president-selling-his-tesla-is-targeting-robotaxis-next">Trump reportedly considering selling his Tesla</a> and targeting Musk&#8217;s ventures like robotaxis. This feud has already impacted financial markets, with nearly<a href="https://www.benzinga.com/markets/market-summary/25/06/45809203/investors-pay-the-price-as-musk-trump-war-of-words-escalates-once-allies-now-foes-their-linked-stocks-crypto-and-funds-wipe-out-155-billion-in-a-single-day"> $155 billion wiped out</a> in a single day due to the public spat.
Furthermore, Musk&#8217;s support for Trump&#8217;s impeachment, suggesting <a href="https://www.benzinga.com/news/politics/25/06/45808078/elon-musk-says-yes-to-impeaching-trump-replacing-him-with-jd-vance-amid-fierce-back-and-forth-over-big-beautiful-bill">replacing him with JD Vance</a>, has added fuel to the fire. Despite the ongoing conflict, there have been attempts to de-escalate the situation, with Trump&#8217;s aides urging him to<a href="https://www.benzinga.com/news/politics/25/06/45807968/trump-signals-truce-with-elon-musk-after-online-feud-its-going-very-well-never-done-better"> soften his public criticism of Musk</a>.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/news/space/25/06/45808621/after-threatening-to-scrap-dragon-spacecraft-amid-tussle-with-trump-musk-backs-down-following-social-media-plea-good-advice">After Threatening To Scrap Dragon Spacecraft Amid Tussle With Trump, Musk Backs Down Following Social Media Plea: &#8216;Good Advice&#8217;</a></li>
</ul>
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: Shutterstock

Trump-Musk Feud May Not End Anytime Soon As President Says He Has No Plans To Speak To The Tesla CEO

On Friday, the Supreme Court ruled in favor of granting the Department of Government Efficiency (DOGE) access to sensitive <a href="https://www.benzinga.com/news/politics/25/06/45810097/protecting-seniors-data-act-to-audit-doges-access-of-social-security-systems-identify-backdoor-channels-report">Social Security records</a>.
What Happened: The Supreme Court granted the Donald Trump administration's <a href="https://www.benzinga.com/news/25/05/45189902/trump-administration-pushes-supreme-court-to-greenlight-doge-access-to-americans-social-security-data-despite-lower-courts-fishing-expedition-warning">emergency request to lift a lower court's</a> ruling that had blocked DOGE's access to Social Security's data, <a href="https://www.politico.com/news/2025/06/06/supreme-court-doge-social-security-records-ruling-00393064">reported</a> Politico.&nbsp;
This decision allows DOGE's team, tasked with detecting and preventing fraud, to access personal information in the Social Security Administration's (SSA) systems, including tax and wage reports and disability payments.
A three-paragraph unsigned order from the court's majority stated, "We conclude that, under the present circumstances, SSA may proceed to afford members of the SSA DOGE Team access to the agency records in question in order for those members to do their work."
See Also:&nbsp;<a href="https://www.benzinga.com/tech/25/05/45510245/elon-musk-was-once-a-microsoft-intern-now-his-company-is-bringing-grok-to-azure-incredibly-important-for-ai-to-be-grounded-in-reality-xai-ceo-tells-satya-nadella" target="_blank" rel="noreferrer noopener">Elon Musk Was Once A Microsoft Intern — Now His Company Is Bringing Grok To Azure: ‘Incredibly Important For AI To Be Grounded In Reality,&#8217; xAI CEO Tells Satya Nadella</a>
However, the decision was met with dissent from three liberal justices. Justice Ketanji Brown Jackson wrote in a 10-page dissent that the ruling posed &#8220;grave privacy risks for millions of Americans.&#8221;
Why It's Important: The legal battle over <a href="https://www.benzinga.com/government/regulations/25/05/45466451/elizabeth-warren-torches-doges-social-security-fraud-claims-pointing-at-internal-memo-discovery-says-elon-musk-jd-vance-and-trump-are-lying">DOGE's access to Social Security data</a> is one of several that emerged in the early weeks of Trump's second term, as a cost-cutting team led by Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) CEO and SpaceX founder Elon Musk spread throughout the federal government.
Last month, Musk ended his contentious four-month stint as head of the DOGE. Despite falling well short of the projected savings, President Trump honored him <a href="https://www.benzinga.com/news/politics/25/05/45708460/elon-musks-175-billion-in-doge-cut-falls-far-short-of-the-billionaires-goal-expect-to-achieve-over-time-the-trillion-dollars-of-savings-says-tesla-ceo">with a golden key to the White House</a>.
DOGE set out to cut $1 trillion in federal spending by targeting bureaucracy and inefficiencies. However, according to its own website, the initiative has only achieved $180 billion in documented savings to date.
Read Next:&nbsp;
<ul class="wp-block-list">
<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>
</ul>
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

Legal

Trump's DOGE Gains Access To Social Security Records After Supreme Court Ruling, Raising Privacy Concerns For 'Millions Of Americans'

Ten years on from one of the most bitter legal battles in Britain's green energy sector, Dale Vince is still not mincing words. In a recent podcast appearance, the Ecotricity founder called Tesla Inc. CEO Elon Musk a "bad man running a bad company."
What Happened: Tesla proposed a collaboration with Ecotricity to boost EV charging infrastructure in the UK. The companies signed a non-disclosure agreement, and Ecotricity shared sensitive lease information with Tesla. However, it then turned into what Vince regards as an ambush, as he indicated in an interview with Novara Media.
One Sunday evening in 2015, Vince's colleague Simon Crowfoot <a href="https://www.independent.co.uk/tech/misdirected-email-sparks-electric-car-war-between-tesla-and-ecotricity-9533260.html">received an email</a> from Tesla. It was intended for a different Simon at Tesla, outlining a three-pronged plan to undermine Ecotricity: pressure landlords to breach contracts, launch a negative press campaign, and lobby government officials. The next morning, Ecotricity obtained a High Court injunction to block Tesla's moves. The legal battle played out over three years and <a href="https://www.current-news.co.uk/tesla-and-ecotricity-reach-out-of-court-settlement-over-electric-highways-d/">ended in a settlement</a>, with Tesla paying a major sum to Ecotricity.
See Also: <a href="https://www.benzinga.com/news/topics/25/06/45738722/elon-musk-is-teslas-biggest-asset-says-dan-ives-as-he-reiterates-his-2-trillion-market-cap-for-tsla-stock">Elon Musk Is Tesla&#8217;s &#8216;Biggest Asset,&#8217; Says Dan Ives As He Reiterates His $2 Trillion Market Cap For TSLA Stock</a>
Why It Matters: The case was seen as a defining "David vs Goliath" moment in the UK's EV rollout. Vince claimed Tesla misused confidential data to strong-arm its way into motorway charging sites, while pretending to negotiate in good faith. "They came to us all nice as pie," Vince said. "And when we refused, they tried to take it by force." He later described Tesla's behavior as "at least amoral," and called their tactics "like cowboys."
Court disclosures revealed internal Tesla communications, including Elon Musk reportedly saying, "It's not their Electric Highway, it's our Electric Highway"—a comment Vince said highlighted the company's aggressive posture. The episode became a cautionary tale for British companies dealing with Silicon Valley giants.
<figure class="wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio"> 
<div class="wp-block-embed__wrapper">
<iframe loading="lazy" title="Energy CEO Explains Why The Right Are Wrong About Everything &#x7C; Aaron Bastani Meets @TheRealDaleVince" width="500" height="281" src="https://www.youtube.com/embed/BOPyQm59caw?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>
Vince has since sold the Electric Highway to GRIDSERVE, but his view of Musk hasn't softened. "I wouldn't buy his car," he said on the podcast. "There might have been a world in which I'd bought a Tesla but I think they're quite naff… I think he's a bad man running a bad company."
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/tech/25/06/45741571/elon-musk-weighs-in-on-how-much-power-humanoid-robots-would-require-amid-teslas-optimus-push">Elon Musk Weighs In On How Much Power Humanoid Robots Would Require Amid Tesla&#8217;s Optimus Push</a></li>
</ul>
Photo courtesy: Shutterstock

Elon Musk Is A 'Bad Man' Running A 'Bad Company' Says British Green Energy Mogul Dale Vince, Ten Years After Tesla's 'Smash And Grab' Tactics Sparked UK EV War With Ecotricity

One frustrated investor took to <a href="https://www.reddit.com/r/stocks/comments/1l1smuu/what_exactly_is_the_stock_market_based_on_now/">Reddit</a> to ask a question many have quietly wondered: &#8220;What, exactly, is the stock market based on now?&#8221;
&#8220;Not fundamentals. Not technicals. Not economic data. Not historical precedent. Not major news. Not Trump&#8217;s &#8216;truth&#8217; tweets,&#8221; the person wrote.
<h2 class="wp-block-heading">More About Vibes Than Value?</h2>
Many agreed with the original poster, offering brief yet telling responses, such as &#8220;vibes&#8221; and &#8220;fumes.&#8221; One simply added, &#8220;Hope. The <a href="https://www.benzinga.com/money/how-does-the-stock-market-work">stock market is based</a> on the hope you can grow some money.&#8221;
Don't Miss:
<ul class="wp-block-list">
<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>Invest where it hurts — and help millions heal:<a href="https://www.benzinga.com/money/a-cure-for-osteoarthritis-powered-by-everyday-investors-cytonics-is-looking-to-beat-big-pharma-and-disrupt-a-390-billion-market"> Invest in Cytonics and help disrupt a $390B Big Pharma stronghold</a>.</li>
</ul>
Others suggested the system is less about value and more about routine flows of cash. A highly upvoted comment read, &#8220;It's based on continuing <a href="https://www.benzinga.com/personal-finance/24/09/40753320/new-report-the-u-s-has-more-401-k-millionaires-than-ever-even-though-people-feel-the-economy-isn">massive inflows of 401(k) money</a>. Employed people socking away money in good times and bad. It means demand for stocks even when there is no rational reason for demand.&#8221;
Some pointed out that this cycle of <a href="https://www.benzinga.com/personal-finance/25/05/45484036/ramit-sethi-explains-how-automatic-investing-can-grow-your-wealth-if-you-dont-see-it-you-wont-miss-it">automatic investing</a> might be what's keeping the market afloat. &#8220;<a href="https://www.benzinga.com/markets/equities/25/03/44473461/fund-managers-take-the-warren-buffet-route-even-as-retail-investors-pump-in-nearly-70-billion-into-us-stocks">Fund managers</a> end up with massive amounts of money that they must invest. It isn't optional,&#8221; one person wrote. &#8220;That means that fund manager gets a pile of money every month that has to go into the market no matter what realistic investing would dictate.&#8221;
Still, others raised concerns that this setup could eventually break. &#8220;This won&#8217;t hold when there&#8217;s more retired people than people investing for retirement,&#8221; someone warned.
Trending: <a href="https://www.benzinga.com/money/this-ai-imaging-technology-has-been-used-in-more-than-500-surgeries-now-you-can-be-part-of-the-ai-imaging-revolution">Be part of the next med-tech breakthrough for only $350 — 500+ surgeries already done with nView's AI system.</a>
<h2 class="wp-block-heading">Is It Gambling Or Just A Bubble?</h2>
Several people argued that the market now behaves more like a casino than a pricing mechanism for company value.
&#8220;You&#8217;re not betting on how a company will do, you are betting on what other gamblers will do,&#8221; one person wrote. &#8220;If the news is good and hyped they will buy thinking that others will buy. This makes the price go up.&#8221;
A few chimed in with cultural references to explain the mood. One joked, &#8220;Economics is just astrology for dudes,&#8221; while another compared current market logic to mass hallucination: &#8220;We routinely mass hallucinate trillion-dollar valuations for companies that would take a half century of growth to justify.&#8221;
See Also: 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;
<h2 class="wp-block-heading">No Better Option?</h2>
Several commenters pointed out that most working-class people <a href="https://www.benzinga.com/25/05/45674113/rules-changed-but-no-one-told-me-a-young-professional-says-their-rent-is-80-of-take-home-pay-how-is-this-supposed-to-be-sustainable">don't have better options</a>. &#8220;What other means do most people realistically have? None,&#8221; one user said. &#8220;<a href="https://www.benzinga.com/markets/25/06/45762422/kevin-oleary-says-forget-the-classic-three-bedroom-2-500-square-foot-for-1-2m-now-youre-paying-that">Houses aren&#8217;t affordable</a>, <a href="https://www.benzinga.com/markets/25/04/44818878/why-is-the-system-rigged-why-even-try-one-renter-asks-as-wages-stay-flat-and-rents-soar-while-landlo">rents are high</a>, food and bill prices are high. If people couldn&#8217;t invest in stocks, how would they build wealth?&#8221;
While some still held onto traditional ideas like long-term investing or company profits, others said those no longer hold the same weight.&nbsp;
Whether it&#8217;s vibes, inflows, hope or habit, this Reddit thread made one thing clear: more and more investors are wondering if the market&#8217;s behavior makes sense anymore.
Read Next: If there was a new fund backed by Jeff Bezos offering a <a href="https://www.benzinga.com/money/arrived-private-credit-fund">7-9% target yield with monthly dividends would you invest in it</a>?
Image: Shutterstock

'What Is The Stock Market Based On Now?' Asks 1 Investor, Pointing Out It's Not Fundamentals, News, Technicals Or Trump's Posts

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

PXLW

NKTR

AEMD

Tema ETF Trust Tema Obesity & Cardiometabolic ETF

테마(Tema) ETFs의 설립자이자 CEO인 마우리츠 팟(Maurits Pot)은 비만 치료를 위한 GLP-1 약물 시장은 1조 달러 이상으로 급등할 것으로 예상된다고 <a href="https://www.benzinga.com/exclusives">벤징가(Benzinga)와의 독점 인터뷰</a>에서 그의 낙관적인 예측을 공유했다. 
마우리츠는 &#8220;장기적으로 이것은 일라이 릴리(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LLY#NYSE">LLY</a>)와 노보 노디스크(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVO#NYSE">NVO</a>) 사이의 양대 경쟁이 아니라고 생각한다&#8221;고 말하며, 체중 감량 시장에서 널리 퍼져 있는 두개의 기업이 전체 시장을 과점(duopoly)하는 개념에 도전했다.
Pot은 체중 감량 치료제에 대한 수요 증가와 GLP-1 약물의 적용 확대가 이 1조 달러 규모의 시장 기회를 주도할 것이라고 예측한다.
2023년 11월, 테마 ETFs는 체중 감량에 초점을 맞춘 최초의 ETF인 Tema GLP-1, Obesity and Cardiometabolic ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HRTS#NYSE">HRTS</a>)를 출시했다. SPDR S&amp;P 500 ETF Trust(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>)에서 추적한 바와 같이, 이 펀드는 개시 이후 25% 상승하여 S&amp;P 500의 성과를 약간 앞섰다.
이 ETF의 주요 보유 종목으로는 일라이 릴리, 암젠(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMGN#NASDAQ">AMGN</a>), 노보 노디스크, 앨라일람 파마슈티컬스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ALNY#NASDAQ">ALNY</a>)가 있으며 각각 약 5~6%의 비중을 갖고 있다. 이 HRTS 포트폴리오는 또한 40개 이상의 기타 체중 감량 관련 회사들로 구성되어 있다.
차트: Tema GLP-1, Obesity and Cardiometabolic ETF는 설정 이후 S&amp;P 500을 능가
<figure class="wp-block-image size-large"><a href="http://www.benzinga.com/pro/register/?utm_source=BZprocontent070524&amp;t=be2bearmibe3na1"><img loading="lazy" decoding="async" class="wp-image-422177" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/07/05152109/image-10-1024x652.png" sizes="(max-width: 1024px) 100vw, 1024px" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/07/05152109/image-10-1024x652.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/07/05152109/image-10-300x191.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/07/05152109/image-10-768x489.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/07/05152109/image-10-1536x978.png 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/07/05152109/image-10.png 1662w" alt="" width="1024" height="652" /></a></figure>
차트: <a href="http://www.benzinga.com/pro/register/?utm_source=BZprocontent070524&amp;t=be2bearmibe3na1">벤징가 프로</a> 
<h3 class="wp-block-heading">체중 감량 치료: 응용 분야 및 혁신 확대</h3>
팟(Pot)에 따르면, GLP-1 약물은 곧 체중 감량을 넘어 당뇨병, 심장, 간 및 신장 질환에 적용되고 암, 알츠하이머병, 파킨슨병 및 기타 신경성 질환과 같은 질환을 치료할 수 있는 가능성이 있다고 한다.
기존 주사 방법은 경구 투여 또는 투여 빈도 감소에 초점을 맞춘 새로운 접근법으로 인해 어려움을 겪고 있다. 혁신의 목표는 주 1회 주사에서 잠재적으로 2개월에 한 번으로 전환하는 등 치료법을 덜 침습적으로 만들거나 경구 정제 생산과 같이 제조하기를 훨씬 쉽게 만드는 것이다.
비만은 당뇨병, 심장병, 암 등 다양한 질병을 유발한다. 따라서 비만을 해결하면 여러 가지 건강 문제를 완화하고 GLP-1 약물의 시장 잠재력을 증폭시킬 수 있다.
이 시장은 일라이 릴리 및 노보 노디스크를 넘어 다양한 질병 영역을 다루게 될 것으로 예상된다.
팟은 비만, 당뇨병, 잠재적으로 알츠하이머병이나 암에 대한 용도를 언급하면서 &#8220;세계 인구의 절반이 GLP-1이나 다른 체중 감량 약물을 1차 예방 등의 다른 이유로 복용하는 세상을 볼 수 있다&#8221;라고 말했다.
<h3 class="wp-block-heading">1조 달러 예상의 배경</h3>
전 세계 비만 인구는 2035년까지 10억 명에서 20억 명으로 두 배로 늘어날 것으로 예상된다. 이러한 성장이 없더라도 기존 10억 명의 비만 인구는 상당한 시장을 대표한다.
장기 치료가 현재 비만 인구의 20%에게만 도달한다면, 이는 현재 당뇨병 약물의 보급률과 유사하게 2억 명에 해당한다. 연간 1인당 약가가 12,000달러에서 6,000달러로 인하된다고 가정하면 GLP-1 의약품 시장은 1조 달러를 넘어설 수 있다고 팟이 설명했다.
골드만삭스는 시장 규모를 1,000억~1,300억 달러로 추정하지만 팟은 암, 알츠하이머병, 파킨슨병에 대한 투기적 적용을 고려하기 전에도 시장이 1조 달러에 도달할 수 있다고 믿고 있다. 시장 규모는 지속적으로 과소평가되어 왔으며 추정치는 몇 달마다 증가하고 있다.
특허 만료는 또한 시장을 형성할 것이다. 미국에서는 오젬픽(Ozempic)/위고비(Wegovy)의 특허가 2032년에 만료되고, 유럽에서는 2031년, 중국에서는 2026년에 만료된다.
"특허가 만료되기 전에는 1조 달러 규모의 시장이 될 것이라고 생각한다"라고 팟은 말했다.
<h3 class="wp-block-heading">중소형주에 초점 맞추기</h3>
왜 투자자들이 소수의 대형주 대신 다양한 체중 감량 관련 주식에 집중해야 하는지 묻는 질문에 팟은 일라이 릴리와 같은 대기업들과 달리 &#8220;이 거대한 중소형 생명공학 시장에서 긍정적인 임상 결과의 영향이 훨씬 더 높다&#8221;고 설명했다. 
그는 포트폴리오 균형으로 대형주를 보유하는 것의 중요성을 강조했지만 소규모 회사들이 장기적으로 더 높은 수익을 제공할 수 있다고 지적했다.
팟은 생명공학 부문이 인수합병으로 성숙해 있음을 강조했다. 지난해에만 가치가 10억 달러를 초과하는 생명공학 M&amp;A 거래가 22건 있었다.
머크 앤드 컴퍼니(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MRK#NYSE">MRK</a>), 화이자(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PFE#NYSE">PFE</a>), 또는 애브비(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ABBV#NYSE">ABBV</a>)와 같이 비만 사업이 없는 주요 헬스케어 회사들이 인수를 모색할 가능성이 높다.
지금 읽기
<ul>
<li><a href="https://www.benzinga.com/markets/asia/24/06/39143220/exclusive-tema-american-reshoring-etf-outshines-s-p-500-without-owning-magnificent-7-stocks-they-can">단독: Tema American Reshoring ETF는 7개 주식을 보유하지 않고도 S&amp;P 500을 능가</a></li>
</ul>
사진: 셔터스톡


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.

Comments

Tema GLP-1, Obesity & Cardiometabolic ETF

뉴스

에 대한 최신 뉴스 Tema GLP-1, Obesity & Cardiometabolic ETF (NASDAQ:HRTS)

일요일, 7월 07, 2024

뉴스

파트너 / 기고자

벤징가 글로벌