에 대한 최신 뉴스 Lumentum Holdings (NASDAQ:LITE) 주식

Lumentum Holdings

Lumentum Holdings Inc is a California-based technology firm. The company provides two types of optical and photonic products: optical components that are used in telecommunications networking equipment, and commercial lasers for manufacturing, inspection, and life-science lab uses. Its segments are Optical Communications and Commercial Lasers. The firm is also expanding into new optical applications, such as 3-D sensing laser diode for consumer electronics. It generates maximum revenue from the OpComms segment. The OpComms segment products include a wide range of components, modules, and subsystems to support customers including carrier networks for access (local), metro (intracity), long-haul, and submarine (undersea) applications.

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다음은 지난주 큰 폭의 상승세를 보인 7개의 중형주 주식이다. 이 주식들은 여러분의 포트폴리오에 있나요? AST 스페이스모바일(NASDAQ:ASTS)의 주가는 회사가 9월 초 위성 5개를 발사할 예정이라고 발표한 후 48.26% 급등했다. 

AST 스페이스모바일 및 로켓랩은 지난주 최고 성과를 보여준 7개 중형주 중 일부 (8월 11일-8월 17일)

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Markets

BABA

TITN

목요일 오전 (현지 시간 기준) 미국 주식 선물이 더 높게 거래되면서 오늘 투자자의 관심을 끌 수 있는 일부 주식은 다음과 같다: 월스트리트는 월마트(NYSE:WMT)가 개장 전 1,685억 7천만 달러의 매출과 주당 0.64달러의 분기 이익을 보고할 것으로 예상하고 있다. Benzinga Pro의 데이터에 따르면 월마트의 주가는 시간외 거래에서 0.5% 상승한 69.02달러를 기록했다.

목요일 주목해야 할 주식: 월마트, 알리바바, 디어 그리고 3종목

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Tech

ANET

DELL

MRVL

NVDA

SMCI

엔비디아 (NASDAQ:NVDA)의 5년 평균 주가 대비 13% 낮은 가격에 거래되고 있다. 반면 다른 9개의 인공지능 관련 주식들이 5년 평균보다 높은 가격에 거래되고 있다. 모든 10개 주식의 인공지능 평균이 52% 프리미엄에 거래되고 있다고 JP모건의 사믹 채터지(Samik Chatterjee)가 분석 노트에서 블룸버그의 데이터를 인용하여 설명했다.

엔비디아는 장기 평균 대비 13% 할인되어 거래 vs 다른 AI 기업 주식은 52% 프리미엄에 거래

Lumentum Holdings Inc

Lite Access Technologies Inc

Litecoin - TrueUSD

Litecoin - United States Dollar

Litecoin Cash

Litentry - United States Dollar

Elon Musk&#8217;s artificial intelligence venture, xAI, is reportedly in the process of raising up to $6 billion. The funds are intended for purchasing 100,000 Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) chips.
What Happened: xAI's latest funding round is expected to close early next week, as reported <a href="https://www.cnbc.com/2024/11/15/elon-musks-xai-raising-up-to-6-billion-to-purchase-100000-nvidia-chips-for-memphis-data-center.html">by</a> CNBC on Friday. It includes $5 billion from Middle Eastern sovereign funds and an additional $1 billion from other investors. Some of these investors may be looking to increase their stakes.
This fundraising would value Musk's AI startup at $50 billion, more than doubling the $24 billion valuation in its <a href="https://www.benzinga.com/news/24/05/39025708/elon-musk-cheers-funding-after-xai-secures-6b-from-sequoia-andreessen-horowitz-saudi-prince-alwaleed">previous round of funding in May</a>.
The chips are crucial for the new Memphis supercomputer, which will support Tesla Inc.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) Full Self-Driving (FSD) technology.
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.
xAI, launched in July 2023, aims to &#8220;understand the true nature of the universe,&#8221; according to its website.
Last year, xAI introduced a chatbot named Grok, inspired by &#8220;The Hitchhiker&#8217;s Guide to the Galaxy.&#8221; The chatbot was designed to compete with OpenAI&#8217;s ChatGPT, Google&#8217;s Gemini, and Anthropic&#8217;s Claude.
See Also: <a href="https://www.benzinga.com/24/11/41872302/taylor-swift-fans-abandon-elon-musks-x-for-bluesky-how-trumps-election-victory-triggered-swifties-uprising?itm_source=parsely-api" target="_blank" rel="noreferrer noopener">Taylor Swift Fans Abandon Elon Musk&#8217;s X For Bluesky, Says Report</a>
Why It Matters: Earlier this year, <a href="https://www.benzinga.com/news/24/05/39027735/elon-musks-xai-raises-6b-heres-where-it-stands-against-openai-anthropic-and-other-ai-rivals">xAI raised $6 billion</a> in its Series B funding round, catapulting its valuation to $24 billion.
This positioned xAI among the world&#8217;s most valuable AI startups, alongside giants like Microsoft Corp.-backed (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) OpenAI and Anthropic. Despite this, xAI is not yet the largest AI startup in terms of valuation.
The <a href="https://www.benzinga.com/news/24/06/39199007/elon-musks-xai-to-take-on-tech-giants-microsoft-google-and-openai-with-planned-memphis-supercomputer">planned Memphis supercomputer</a>, a key component of xAI&#8217;s strategy, is set to enhance its AI capabilities. The project, located at a former manufacturing site, is awaiting approval from local authorities. Discussions with city officials began in March, underscoring the competitive nature of securing such high-profile projects.
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:
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<li><a href="https://www.benzinga.com/media/24/11/41964846/openais-operator-ai-agent-will-perform-tasks-like-coding-travel-booking-and-more-launch-expected-in-january-next-year-report">OpenAI&#8217;s &#8216;Operator&#8217; AI Agent Will Perform Tasks Like Coding, Travel Booking And More</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

Startups

MSFT

TSLA

Elon Musk's xAI Seeks $6B At $50B Valuation To Acquire 100K Nvidia Chips For Memphis Data Center

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

BJDX

SMST

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Numinus Wellness Inc. (OTCQX:<a class="ticker" href="https://www.benzinga.com/stock/NUMIF#OTCQX">NUMIF</a>), a leader in <a href="https://www.benzinga.com/topic/psychedelic-assisted-therapies">psychedelic-assisted mental health care</a>, has <a href="https://www.investors.numinus.com/news/news-details/2024/Numinus-Wellness-Announces-Sale-of-Clinics-and-Unique-Data-Partnership-to-Increase-Access-to-Mental-Health-Care/default.aspx">announced</a> a definitive agreement with Stella, an interventional psychiatry practice, to sell its five wellness clinics in Utah for a total of $3.53 million. The transaction, expected to close by November 30, marks a strategic shift for Numinus, as it pivots towards <a href="https://www.benzinga.com/markets/cannabis/24/09/40845569/mdma-therapy-for-ptsd-faces-fda-delay-are-there-other-ways-forward">developing technology-driven solutions</a> aimed at enhancing the efficiency of mental health care providers.
<h3 class="wp-block-heading">Tech Partnership To Redefine Mental Health Clinics</h3>
In addition to the sale, Numinus and Stella will collaborate on a data-sharing initiative to launch an innovative clinic management platform. By leveraging operational insights from Stella's 12 clinics, Numinus plans to develop a software solution designed to streamline clinic operations, enhance patient outcomes and support insurance reimbursement processes.
"This transaction marks an exciting new chapter in Numinus' strategy to reshape behavioral health care," said Payton Nyquvest, founder and CEO of Numinus. "Leveraging our expertise in patient care, we're now accelerating our mission by focusing on cutting-edge technology solutions. Through our partnership with Stella, we gain unprecedented access to operational data that will enable us to develop a SaaS (software as a service) solution to redefine how clinics operate."
<h3 class="wp-block-heading">Stella Takes Over Utah Operations</h3>
Stella, known for its focus on treating PTSD, anxiety and depression through biological modalities, will assume control of Numinus' Utah clinics. The acquisition includes an upfront payment of $2.08 million, followed by $750,000 in installments throughout 2025, and up to $700,000 in deferred compensation.
"Stella's expansion into Utah brings additional life-changing treatments to the community while supporting Numinus' broader tech initiatives," stated Michael Gershenzon, co-founder and CEO of Stella. "This partnership reflects our commitment to improving behavioral health systems and processes, ultimately enhancing patient care."
<h3 class="wp-block-heading">An Asset-Light Business Model With Enhanced Focus</h3>
With the sale of its clinics, Numinus will shift towards an asset-light model, focusing on its business units like Cedar Clinical Research and the Numinus Network. The strategy aims to integrate clinical research, practitioner training and technology solutions, supporting mental health providers worldwide. The move is part of a broader effort to ease the operational burdens faced by healthcare professionals, particularly as demand for treatments like <a href="https://www.benzinga.com/topic/ketamine-therapy">ketamine</a> and Spravato continues to rise.
"Stella will bolster our clinical solutions offering, leveraging their deep expertise in patient care," Nyquvest added. "We expect strong demand for our Numinus Network Solutions as mental health practitioners navigate growing requests for care."
Cover image made with AI

Cannabis

Psychedelics

NUMIF

Numinus Wellness Sells US Clinics, Partners With Stella For Tech-Driven Mental Health Solutions

President-elect Donald Trump has chosen former Representative Doug Collins (R-GA) to lead the <a href="https://www.benzinga.com/cannabis">U.S. Department of Veterans Affairs (VA). </a>
The decision has sparked discussions about how the agency might handle medical cannabis issues, given his inconsistent track record on the issue, as <a href="https://www.marijuanamoment.net/trumps-pick-to-lead-va-voted-against-letting-agency-doctors-recommend-medical-marijuana-to-veterans-before-he-adopted-a-pro-reform-position/">reported</a> Marijuana Moment.
<h3 class="wp-block-heading">Collins' Record On Cannabis</h3>
During his time in Congress, Collins opposed efforts to expand access to medical cannabis for veterans. Between 2014 and 2016, he voted against three proposals that would have allowed VA doctors to recommend cannabis to their patients.
See Also: <a href="https://www.benzinga.com/markets/cannabis/24/11/42018478/trumps-cabinet-choices-will-his-administration-support-or-restrict-cannabis">Trump&#8217;s Cabinet Choices: Will His Administration Support Or Restrict Cannabis?</a>
Collins' views began to shift in 2019. He supported the STATES Act, which would protect state marijuana programs from federal interference, and co-signed a letter with Rep. Matt Gaetz (R-FL), urging Congress to take action on cannabis policy. 
"We believe this Committee and this Congress must act to clarify the rights and responsibilities, relative to cannabis, of individuals, physicians, businesses, medical patients, and law enforcement officials," they wrote.
Later that year, Collins backed a bipartisan bill to protect banks that serve marijuana businesses in states where it is legal. However, he did not take part in a 2020 vote on federal cannabis legalization.
<h3 class="wp-block-heading">Collins' Stance On Psychedelics</h3>
When it comes to psychedelics, there isn't much known about Collins's stance. However, his shifting views on cannabis policy hint that he could be open to exploring different approaches.
<h3 class="wp-block-heading">Cannabis At The VA</h3>
VA policy has long prohibited its doctors from recommending cannabis, citing marijuana's classification as a Schedule I controlled substance under federal law. This stance has remained consistent across both Republican and Democratic administrations, despite growing support for change in Congress.
Recent efforts to address this issue include a Senate Appropriations Committee request for the VA to explore cannabis as an alternative to opioids. Lawmakers have also introduced measures that would allow VA doctors to recommend cannabis in states where it is legal. These efforts have gained bipartisan support, but none have yet become law.
Veterans service organizations have pushed for further reforms, including expanded research into the potential benefits of cannabis. Last year, a Senate committee approved a bill to study cannabis for veterans with certain medical conditions, but it failed to advance to a floor vote.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/general/health-care/24/11/42017583/trumps-go-wild-on-health-plan-puts-rfk-jr-in-charge-what-it-means-for-cannabis-and-psychedelics-reform">Trump&#8217;s &#8216;Go Wild On Health&#8217; Plan Puts RFK Jr. In Charge: What It Means For Cannabis And Psychedelics Reform</a></li>
</ul>
Cover image made with AI.

Government

Politics

Trump-Appointed Doug Collins To Lead VA: What's Next For Cannabis and Psychedelics In Veterans' Healthcare?

Chardan Capital analyst Daniil Gataulin maintains Clearside Biomedical (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CLSD#NASDAQ">CLSD</a>) with a Buy and maintains $6 price target.

Price Target

CLSD

Chardan Capital Maintains Buy on Clearside Biomedical, Maintains $6 Price Target

Chardan Capital analyst Daniil Gataulin maintains Cognition Therapeutics (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CGTX#NASDAQ">CGTX</a>) with a Buy and maintains $11 price target.

CGTX

Chardan Capital Maintains Buy on Cognition Therapeutics, Maintains $11 Price Target

Telsey Advisory Group analyst Cristina Fernandez maintains Williams-Sonoma (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WSM#NYSE">WSM</a>) with a Outperform and maintains $165 price target.

Telsey Advisory Group Maintains Outperform on Williams-Sonoma, Maintains $165 Price Target

– Approval based on positive data from the AUGMENT-101 clinical trial, in which Revuforj delivered robust and durable rates of remission in R/R acute leukemia patients with a KMT2A translocation –
– Syndax to host conference call today at 6:00 p.m. ET –
WALTHAM, Mass., Nov. 15, 2024 /PRNewswire/ -- Syndax Pharmaceuticals (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SNDX#NASDAQ">SNDX</a>) today announced that the U.S. Food and Drug Administration (FDA) has approved Revuforj&#xAE; (revumenib) as the first and only menin inhibitor for the treatment of relapsed or refractory (R/R) acute leukemia with a lysine methyltransferase 2A gene (KMT2A) translocation in adult and pediatric patients one year and older. The FDA previously granted Breakthrough Therapy and Fast Track designations as well as Priority Review for Revuforj. The New Drug Application (NDA) received approval through the FDA's Real Time Oncology Review (RTOR) program.

Biotech

General

SNDX

Syndax Announces FDA Approval Of Revuforj, The First And Only Menin Inhibitor To Treat Adult And Pediatric Patients With Relapsed Or Refractory Acute Leukemia With A KMT2A Translocation

IT Tech Packaging (AMEX:<a class="ticker" href="https://www.benzinga.com/stock/ITP#AMEX">ITP</a>) reported quarterly losses of $(0.20) per share. This is unchanged from the same period last year. The company reported $25.08 million in sales this quarter. This is a 59.03 percent increase over sales of $15.77 million the same period last year.

IT Tech Packaging Q3 EPS $(0.20), Same YoY, Sales $25.08M Up From $15.77M YoY

RumbleOn, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RMBL#NASDAQ">RMBL</a>) (the "Company" or "RumbleOn") announced today that the close of business (4:00 p.m. Central Time) on November 25, 2024 has been fixed as the record date (the "Record Date") for its previously announced proposed $10.0 million registered equity rights offering (the "Rights Offering"), which was announced in a Form 8-K filed with the U.S. Securities and Exchange Commission ("SEC") on November 12, 2024.

Offerings

RMBL

RumbleOn Announces That The Close Of Business On November 25, 2024 Has Been Fixed As The Record Date For Its Previously Announced Proposed $10M Registered Equity Rights Offering

Telsey Advisory Group analyst Dana Telsey maintains European Wax Center (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EWCZ#NASDAQ">EWCZ</a>) with a Outperform and maintains $8 price target.

EWCZ

Telsey Advisory Group Maintains Outperform on European Wax Center, Maintains $8 Price Target

<a href="https://www.spglobal.com/spdji/en/documents/indexnews/announcements/20241115-1475367/1475367_4rcm.pdf" title="https://www.spglobal.com/spdji/en/documents/indexnews/announcements/20241115-1475367/1475367_4rcm.pdf">https://www.spglobal.com/spdji/en/documents/indexnews/announcements/20241115-1475367/1475367_4rcm.pdf</a>

FOUR

Shift4 Payments Will Replace R1 RCM In The S&P Midcap 400 Effective Prior To The Opening Of Trading On Wednesday, November 20

China Green Agriculture, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CGA#NYSE">CGA</a>) has changed its name to Enlightify Inc., effective November 25, 2024. Its ticker symbol will change to ENFY effective November 25, 2024, and it is expected to begin trading under that symbol on November 26, 2024. The Company mainly produces and distributes humic acid-based compound fertilizers, other varieties of compound fertilizers and agricultural products through its subsidiaries in China.

China Green Agriculture Changes Name to Enlightify Inc.; Its Ticker Symbol Will Change To 'ENFY' Effective November 25, 2024, And It Is Expected To Begin Trading Under That Symbol On November 26, 2024

Alpha Cognition (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ACOG#NASDAQ">ACOG</a>) reported quarterly losses of $(0.31) per share. This is a 63.1 percent increase over losses of $(0.84) per share from the same period last year.

ACOG

Alpha Cognition Q2 EPS $(0.31) Up From $(0.84) YoY

D. Boral Capital analyst Jason Kolbert maintains NRX Pharmaceuticals (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NRXP#NASDAQ">NRXP</a>) with a Buy and maintains $31 price target.

NRXP

D. Boral Capital Maintains Buy on NRX Pharmaceuticals, Maintains $31 Price Target

BofA analyst Vivek Arya raised the firm's price target on Lumentum (LITE) to $60 from $50 and keeps an Underperform rating on the shares. Lumentum ...

Lumentum price target raised to $60 from $50 at BofA

Susquehanna raised the firm's price target on Lumentum (LITE) to $115 from $80 and keeps a Positive rating on the shares. The firm said Lumentum an...

Lumentum price target raised to $115 from $80 at Susquehanna

In a report released today, Tim Savageaux from Northland Securities maintained a Hold rating on Lumentum Holdings (LITE – Research Report), with a ...

Northland Securities Sticks to Their Hold Rating for Lumentum Holdings (LITE)

Lumentum jumps as Wall Street pleased with Q1 results, outlook

3 Takeaways From Lumentum's Q1 Report (Reaffirm Buy Rating)

Barclays Sticks to Their Sell Rating for Lumentum Holdings (LITE)

Barclays analyst Tom O'Malley raised the firm's price target on Lumentum (LITE) to $80 from $40 and keeps an Underweight rating on the shares. The ...

Lumentum price target raised to $80 from $40 at Barclays

Appleseed Fund 2024 Annual  Shareholder Letter

Lumentum in focus as Morgan Stanley ups price target

Fidelity Small Cap Value Fund Q3 2024 Review

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AMZN

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BURBY

CIEN

COHR

COMP

CTRE

DLTR

GOOG

GOOGL

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LUMN

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NSIT

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STLA

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Press Releases

Lumentum to Announce Fiscal Third Quarter 2024 Financial Results on May 6, 2024

Lumentum Awarded Platinum EcoVadis Medal for Second Consecutive Year

Lumentum Announces Fiscal Third Quarter 2024 Financial Results

Lumentum Announces Upcoming Investor Events

Lumentum to Announce Fiscal Fourth Quarter 2024 Financial Results on August 14, 2024

Lumentum Announces Fiscal Fourth Quarter and Full Year 2024 Results

Lumentum Showcases Enhanced Photonic Innovations for AI-Driven, Next-Generation Networks at ECOC 2024

Lumentum to Announce Fiscal First Quarter 2025 Financial Results on November 7, 2024

Lumentum Releases Fiscal 2024 Corporate Sustainability Report

Lumentum Announces Fiscal First Quarter 2025 Financial Results

Applied Optoelectronics, Inc. - Common Stock

Applied Optoelectronics

Adtran Holdings

Arista Networks

Aviat Networks

Calix

Ciena

Clearfield

CommScope Holding Company, Inc. - Common Stock

CommScope Hldg Co

Cisco Systems

Digi Intl

Ericsson - American Depositary Shares each representing 1 underlying Class B share

Telefonaktiebolaget L M

Extreme Networks

Genasys

Harmonic

Infinera

Juniper Networks

Motorola Solns

Nokia Corporation Sponsored American Depositary Shares

Nokia

NetScout Systems

Netgear

Ribbon Communications Inc. - Common Stock

Ribbon Comms

Ubiquiti

Viavi Solutions

Viasat

Morgan Stanley

Barclays

Rosenblatt

Northland Capital Markets

Raymond James

다음은 지난주 큰 폭의 상승세를 보인 7개의 중형주 주식이다. 이 주식들은 여러분의 포트폴리오에 있나요?
<ol>
<li>AST 스페이스모바일(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASTS#NASDAQ">ASTS</a>)의 주가는 회사가 <a href="https://www.benzinga.com//node/40398813" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">9월 초 위성 5개</a>를 발사할 예정이라고 발표한 후 48.26% 급등했다. </li>
<li>템푸스 AI(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TEM#NASDAQ">TEM</a>)의 주식은 30.93% 뛰었다.</li>
<li>인탭(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTA#NASDAQ">INTA</a>)의 주가는 회사가 양호한 <a href="https://www.benzinga.com//node/40350753" target="_blank" rel="noreferrer noopener">4분기 실적</a>을 발표하고 가이던스를 발표한 이후 27.59% 상승했다. 많은 분석가들이 회사의 가격 <a href="https://www.benzinga.com/quote/inta/analyst-ratings" target="_blank" rel="noreferrer noopener">예측</a>을 높였다.</li>
<li>로어 홀딩스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LOAR#NYSE">LOAR</a>)의 주가는 이 회사가 예상을 웃도는 <a href="https://www.benzinga.com//node/40335395" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">2분기 GAAP 순이익과 매출</a>을 발표한 후 25.28% 급등했다.</li>
<li>로켓랩 USA(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RKLB#NASDAQ">RKLB</a>)의 주가는 회사가 발사 준비를 위해 화성행 우주선 두 대를 플로리다주 케이프커내버럴로 배송한 후 21.03% 상승했다.</li>
<li>치푸 테크놀로지(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QFIN#NASDAQ">QFIN</a>)의 주가는 2분기 재무 결과를 발표한 뒤 지난주 19.98% 급등했다.</li>
<li>루멘텀 홀딩스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LITE#NASDAQ">LITE</a>)의 주식은 이 회사가 <a href="https://www.benzinga.com//node/40395893" target="_blank" rel="noreferrer noopener">강한 4분기 실적을 보고한 뒤 </a>19.44% 상승했다. 이에 따라 이 회사의 주가에 대한 <a href="https://www.benzinga.com//node/40395893" target="_blank" rel="noreferrer noopener">애널리스트들의 주가 예측이</a> 높아졌다.</li>
</ol>
한편 읽어보기:
<ul>
<li><a href="https://kr.benzinga.com/news/usa/stocks/%ec%97%94%eb%b9%84%eb%94%94%ec%95%84-%ec%8a%a4%ed%83%80%eb%b2%85%ec%8a%a4-%eb%b0%8f-%eb%8d%b8%ec%9d%80-%ec%a7%80%eb%82%9c%ec%a3%bc-%ec%b5%9c%ea%b3%a0-%ec%84%b1%ea%b3%bc%eb%a5%bc-%eb%b3%b4%ec%97%ac/" target="_blank" rel="noopener">엔비디아, 스타벅스 및 델은 지난주 최고 성과를 보여준 10개 대형주 중 일부 (8월 11일-8월 17일)</a></li>
<li><a href="https://kr.benzinga.com/news/usa/stocks/%eb%a6%ac%eb%b9%84%ec%95%88%ea%b3%bc-%ec%b9%98%ed%8f%b4%eb%a0%88%eb%8a%94-%ec%a7%80%eb%82%9c%ec%a3%bc-%ec%b5%9c%ec%95%85%ec%9d%98-%ec%84%b1%ea%b3%bc%eb%a5%bc-%eb%b3%b4%ec%9d%b8-10%ea%b0%9c-%eb%8c%80/" target="_blank" rel="noopener">리비안과 치폴레는 지난주 최악의 성과를 보인 10개 대형주 중 일부 (8월 11일-8월 17일)</a></li>
</ul>
AST SpaceMobile를 통한 사진






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.

목요일 오전 (현지 시간 기준) 미국 주식 선물이 더 높게 거래되면서 오늘 투자자의 관심을 끌 수 있는 일부 주식은 다음과 같다:
<ul>
<li>월스트리트는 월마트(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WMT#NYSE">WMT</a>)가 개장 전 1,685억 7천만 달러의 매출과 주당 0.64달러의 분기 이익을 보고할 것으로 예상하고 있다. <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a>의 데이터에 따르면 월마트의 주가는 시간외 거래에서 0.5% 상승한 69.02달러를 기록했다.</li>
<li>타이탄 머시너리(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TITN#NASDAQ">TITN</a>)는 2분기에 부진한 예비 재무 결과를 발표했다. 이 회사는 매출 6억 3,400만 달러에 주당 0.17달러의 잠정 조정 이익을 예상한다고 밝혔다. 타이탄 머시너리의 주가는 시간외 거래에서 22.6% 하락한 11.90달러를 기록했다.</li>
<li>분석가들은 알리바바 그룹 홀딩(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>)은 매출 344억 6천만 달러, 주당 2.11달러의 분기 이익을 공시할 예정이다. 회사는 시장이 마감된 후 실적을 발표할 예정이다. 알리바바의 주가는 시간외 거래에서 1.2% 상승한 80.42달러를 기록했다.</li>
</ul>
<a href="https://www.benzinga.com/premarket/">여기에서 프리마켓의 움직임과 뉴스를 확인하십시오.</a>
<ul>
<li>루멘텀 홀딩스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LITE#NASDAQ">LITE</a>)는 예상보다 나은 4분기 재무실적을 보고하고 강력한 1분기 매출 가이던스를 발표했다. 이 회사는 분기별 이익을 주당 0.6달러로 보고했는데, 이는 애널리스트 합의 추정치인 주당 0.3달러를 뛰어넘는 수치다. 루멘텀의 주가는 시간외 거래에서 17.5% 상승한 53.50달러를 기록했다.</li>
<li>분석가들은 디어 앤드 컴퍼니(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DE#NYSE">DE</a>)는 개장 전 매출 109억 4천만 달러, 주당 5.77달러의 분기 이익을 공시할 예정이다. 디어의 주식은 시간 외 거래에서 0.8% 상승한 354.00달러를 기록했다.</li>
</ul>
다른 트레이더들보다 30분 일찍 독점 시장 움직임 뉴스를 받아보세요 
Benzinga Pro의 14일 무료 체험을 통해 독점 뉴스 기사를 이용할 수 있어 수백만 명의 다른 트레이더보다 먼저 실행 가능한 거래 뉴스를 얻을 수 있습니다. <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.

엔비디아 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)의 5년 평균 주가 대비 13% 낮은 가격에 거래되고 있다. 반면 다른 9개의 인공지능 관련 주식들이 <a href="https://www.benzinga.com/money/best-artificial-intelligence-stocks">5년 평균보다 높은 가격</a>에 거래되고 있다.
모든 10개 주식의 인공지능 평균이 52% 프리미엄에 거래되고 있다고 JP모건의 사믹 채터지(Samik Chatterjee)가 분석 노트에서 블룸버그의 데이터를 인용하여 설명했다.
아래를 확인하세요.
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" class="wp-image-288254" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/04/11141802/Screenshot-2024-04-11-at-11.47.19-PM.png" sizes="(max-width: 786px) 100vw, 786px" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/04/11141802/Screenshot-2024-04-11-at-11.47.19-PM.png 786w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/04/11141802/Screenshot-2024-04-11-at-11.47.19-PM-300x173.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/04/11141802/Screenshot-2024-04-11-at-11.47.19-PM-768x444.png 768w" alt="" width="786" height="454" /></figure>
표 출처: JP모건 분석가 노트
표에서 볼 수 있는 것과 같이:
<ul>
<li>슈퍼 마이크로 컴퓨터 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>)의 주식 가격이 장기 평균 대비 169% 프리미엄에 거래되고 있다.</li>
<li>델 테크놀로지스 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NASDAQ">DELL</a>)는 다음으로, 151%의 프리미엄을 기록했다.</li>
<li>루멘텀 홀딩스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LITE#NASDAQ">LITE</a>)의 경우 142%이다.</li>
<li>마벨 테크놀로지 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>)은 82% 이다.</li>
</ul>
Also Read: <a href="https://www.benzinga.com/trading-ideas/long-ideas/24/02/37203931/which-is-the-most-undervalued-ai5-stock-right-now">지금 가장 저평가된 AI5 주식은?</a>
<h2 class="wp-block-heading">인공지능 주식 포지셔닝 수익</h2>
이 섹터의 성장 가능성에도 불구하고 인공지능 주식의 장기 평가 배수에 대한 평균적인 프리미엄은 52%이다.
바로 이 프리미엄이 미국 주식 시장의 기준으로 여겨지는 S&amp;P 500 지수가 현재 장기 평균보다 11% 고가로 거래되고 있다는 것을 기억해야 한다.
이 기준에 따르면, 5년 평균 선도 P/E 배수보다 13% 낮은 가격에 거래되는 엔비디아는 훌륭한 선택으로 보인다. 어드밴스드 마이크로 디바이시스 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>)와 아리스타 네트웍스(Arista Networks) (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>)는 각각 27%와 31% 프리미엄으로 다른 AI 주식(엔비디아 제외)보다 더 나은 가치를 제공할 수도 있다.
현재 AI 주식 배수에 대한 프리미엄은 확실히 수익에 대한 유리한 포지셔닝에 대한 열정을 약화시키는 요소이다.
투자자들이 1분기 실적을 대비하고 있는 가운데, 거시적 역풍과 부문별 역학을 헤쳐나가는 것이 중요하다. JP모건의 통찰력은 AI 부문의 잠재적인 기회와 과제를 조명하여 투자자가 진화하는 시장 상황 속에서 포트폴리오를 최적화하도록 안내한다.
Read Next: <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/04/38204573/apples-ai-upgrade-cycle-to-be-driven-by-iphone-17-analyst-outlines-3-reasons-why">애플의 AI ‘업그레이드 사이클&#8217;은 ‘아이폰 17&#8217;이 주도</a>
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