에 대한 최신 뉴스 Morgan Stanley (NYSE:MSpQ) 주식

Morgan Stanley

Morgan Stanley is a global investment bank whose history, through its legacy firms, can be traced back to 1924. The company has institutional securities, wealth management, and investment management segments with approximately 45% of net revenue from its institutional securities business, 45% from wealth management, and 10% from investment management. About 24% of its total revenue is from outside the Americas. The company had over $6 trillion of client assets as well as around 70,000 employees at the end of 2024.

6.625% PRF PERPETUAL USD 25 - Dep Rep 1/1000 Ser Q

Morgan Stanley Depositary Shares, each representing 1/1,000th of a share of 6.625% Non-Cumulative Preferred Stock, Series Q

HC Wainwright &amp; Co. analyst Heiko Ihle maintains Uranium Royalty (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/UROY#NASDAQ">UROY</a>) with a Buy and lowers the price target from $7.7 to $4.5.

News

Price Target

Analyst Ratings

UROY

HC Wainwright & Co. Maintains Buy on Uranium Royalty, Lowers Price Target to $4.5

&nbsp;Following pre-dosing activities, including washout from anti-depressant medications, if needed, participants received a single dose of either 25 mg of COMP360 or placebo.

Biotech

Health Care

General

CMPS

Compass Pathways Announced That All Participants Have Completed Dosing In Part A Of The COMP005 Phase 3 Trial For Treatment-Resistant Depression; The Company Is On Track To Disclose Top-line 6-week Primary Endpoint Results In Late June

Every year, billions of tax-free healthcare dollars go unspent in the U.S., and retailers have set their eyes on them. Flexible Spending Accounts (FSAs) and Health Savings Accounts (HSAs), intended to offset medical costs, are becoming a major sales target for health, wellness, and beauty brands.
What Happened: Retailers like Sephora, Ulta Beauty Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ULTA#NASDAQ">ULTA</a>), and Target Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TGT#NYSE">TGT</a>) are coming up with tools to assist shoppers in using FSA/HSA funds on eligible items like SPF products, acne treatments, and wellness tech, according to <a href="https://www.retaildive.com/news/fsa-hsa-healthcare-shopper-awareness-beauty-retail-wellness/745339/">a</a> Retail Dive report.
Online resources, shopping guides, and in-store campaigns are leading the charge. "We launched cash register takeovers and out-of-home placements featuring top eligible items," said Lisa Tamburello, VP at Ulta Beauty.
See Also: <a href="https://www.benzinga.com/markets/equities/25/04/44831829/amazons-aggressive-price-cuts-hurt-sephoras-us-sales-says-lvmh-cfo-cecile-cabanis-we-try-to-avoid-this-technique">Amazon&#8217;s Aggressive Price Cuts Hurt Sephora&#8217;s US Sales, Says LVMH CFO Cecile Cabanis: &#8216;We Try To Avoid This Technique</a>
Why It Matters: In Numerator analyst Shawn Paustian's estimation, almost 10%—worth billions—is forfeited each year. Many consumers find it difficult to recognize eligible products. "When presented with a list of eligible items, consumers could only correctly identify less than half," Paustian said.
Retailers identify immense potential in educating account holders, particularly among white-collar professionals who make up most of this market. "FSA/HSA spending in beauty can redefine how consumers think about their routines," said Laura Unger of Sephora.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/25/04/44850223/march-retail-sales-exceed-forecasts-says-analyst">March Retail Sales Exceed Forecasts, Analyst Notes Best-Performing Sectors</a></li>
</ul>
Photo Courtesy: Steve Heap On Shutterstock.com

Retail Sales

ULTA

Retailers Target Billions In Unused FSA/HSA Funds With Wellness And Beauty Push

<a href="https://www.benzinga.com/money/best-spot-bitcoin-etfs">Digital asset investment products</a> recorded modest net inflows of $6 million last week, reflecting an overall mixed investor sentiment, according to the latest CoinShares report.
What Happened: The <a href="https://blog.coinshares.com/volume-230-digital-asset-fund-flows-weekly-report-c905b0aeed15">report</a> highlights regional divergences and asset-specific trends, as investors responded to stronger-than-expected U.S. economic data and shifting macro conditions.
"Sentiment remains highly volatile, with substantial intra-week outflows triggered by unexpectedly strong U.S. retail sales," the CoinShares team noted. 
Specifically, U.S.-based products saw $71 million in outflows, while Europe and Canada showed more positive momentum. Switzerland led with $43.7 million in inflows, followed by Germany with $22.3 million and Canada with $9.4 million.
Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) remained the focal point for most investors, although sentiment was divided. 
Intra-week movements fluctuated significantly before settling with minor net outflows of $6 million. 
Short Bitcoin products also saw their seventh consecutive week of outflows, dropping by $1.2 million, bringing total seven-week outflows to $36 million, or 40% of all assets under management for those products.
Also Read: <a href="https://www.benzinga.com/markets/cryptocurrency/25/04/44907123/ripple-coinbase-solana-among-crypto-firms-contributing-over-12m-to-trumps-inauguration-fund">Ripple, Coinbase, Solana Among Crypto Firms Contributing Over $12M To Trump&#8217;s Inauguration Fund</a>
Ethereum (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/eth/usd">ETH</a>) continued its persistent streak of underperformance, posting outflows of $26.7 million last week. 
This brings Ethereum's eight-week outflow total to $772 million, underscoring sustained investor caution. 
Despite this, Ethereum still ranks second in year-to-date inflows, with $215 million, suggesting some institutional resilience.
In contrast, XRP (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/xrp/usd">XRP</a>) defied broader trends with inflows of $37.7 million, making it the third-best performing asset this year in terms of net inflows. 
XRP has now accumulated $214 million in inflows for 2025, reflecting growing confidence from investors amid the asset's regulatory clarity and expanding institutional interest.
What&#8217;s Next: CoinShares' data reflects how digital asset flows remain closely tied to macroeconomic indicators and regional regulatory sentiment.
The report emphasizes that while investor behavior was cautious, especially in the U.S., optimism remains strong in selected European markets and for select altcoins.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/markets/cryptocurrency/25/04/44901448/5-catalysts-that-could-drive-bitcoin-higher-bernstein">5 Catalysts That Could Drive Bitcoin Higher: Bernstein</a></li>
</ul>
Image: Shutterstock

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

Cryptocurrency

$BTC

$ETH

$XRP

XRP Leads, Ethereum Bleeds As Crypto Investment Products See $6 Million In Inflows

EXAS

Exact Sciences launch of Oncodetect A New Test Designed To Detect Molecular Residual Disease (MRD) Across Multiple Solid Tumors

Earnings

Large Cap

Guidance

For FY2025, Danaher Initiates Adjusted EPS Guidance Of $7.60 To $7.75 Vs. Consensus Of $7.68, Reaffirms That Non-GAAP Core Revenue Will Grow Approximately 3% Year-Over-Year

Ascendiant Capital analyst Edward Woo maintains Surgepays (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SURG#NASDAQ">SURG</a>) with a Buy and raises the price target from $8.5 to $8.75.

SURG

Ascendiant Capital Maintains Buy on Surgepays, Raises Price Target to $8.75

Peoples Bancorp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PEBO#NASDAQ">PEBO</a>) reported quarterly earnings of $0.68 per share which missed the analyst consensus estimate of $0.73 by 6.85 percent. This is a 19.05 percent decrease over earnings of $0.84 per share from the same period last year. The company reported quarterly sales of $113.00 million which beat the analyst consensus estimate of $112.71 million by 0.25 percent. This is a 0.10 percent decrease over sales of $113.11 million the same period last year.

Earnings Beats

Earnings Misses

PEBO

Peoples Bancorp Q1 GAAP EPS $0.68 Misses $0.73 Estimate, Sales $113.00M Beat $112.71M Estimate

<figure class="table"> 
<table>
<tbody>
<tr>
<td colspan="2" rowspan="1">Full Year 2025 Outlook</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="2" rowspan="1">&nbsp;</td>
<td>&nbsp;</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Shareholders' earnings per diluted share</td>
<td colspan="2" rowspan="1">$28.30 to $29.00</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="2" rowspan="1">&nbsp;</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Add / (Subtract):</td>
<td colspan="2" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="2" rowspan="1">&nbsp;</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Net losses on financial instruments3</td>
<td rowspan="1">$3.21</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="2" rowspan="1">&nbsp;</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Amortization of other intangible assets3</td>
<td rowspan="1">$2.98</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="2" rowspan="1">&nbsp;</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Transaction and integration related costs1,3</td>
<td rowspan="1">$1.35</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="2" rowspan="1">&nbsp;</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Litigation and settlement expenses1,3</td>
<td rowspan="1">$0.06</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="2" rowspan="1">&nbsp;</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Tax impact of non-GAAP adjustments3</td>
<td colspan="2" rowspan="1">Approximately ($1.75)</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="2" rowspan="1">&nbsp;</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Net adjustment items</td>
<td rowspan="1">$5.85</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="2" rowspan="1">&nbsp;</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Adjusted shareholders' earnings per diluted share</td>
<td colspan="2" rowspan="1">$34.15 to $34.85</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="2" rowspan="1">&nbsp;</td>
</tr>
</tbody>
</table>
</figure>

streetTRACKS Dow Jones U.S. Large Cap Value Index Fund

Elevance Health Reiterated 2025 Adjusted EPS Of $34.15-$34.85 Versus Consensus Of $34.22

The <a href="https://in.benzinga.com/media/25/02/43838655/iphone-17-pro-may-finally-get-wireless-reverse-charging-apple-reportedly-testing-power-sharing-with-airpods-apple-watch-and-more">iPhone 17 series</a>, the latest smartphone line-up from Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), is reportedly facing significant stock shortages, and CEO Tim Cook is worried about it.
What Happened: The scarcity of Low CTE fiberglass cloth is reportedly causing a strain on the stock of the iPhone 17 series. This material is a vital component in the manufacturing of SoC chips, RF packaging substrates, camera modules, and batteries, as per a <a href="https://wallstreetcn-com.translate.goog/articles/3745568?_x_tr_sl=auto&amp;_x_tr_tl=en&amp;_x_tr_hl=en&amp;_x_tr_pto=wapp">report</a> by Wall Street News.
The low CTE fiberglass cloth plays a crucial role in smartphones, especially in core electronic components that demand high precision and efficient heat dissipation. It helps align the thermal expansion properties of the chip and the substrate, minimizing mechanical stress from temperature fluctuations and enhancing the device's stability and longevity.
A supply chain source cited by Wall Street News revealed that Cook, Apple&#8217;s CEO, is pushing suppliers daily to rectify the shortage. The source stated, &#8220;Cook is so anxious that he is pushing suppliers every day.&#8221;
As per MacRumors, the <a href="https://in.benzinga.com/tech/25/02/43802471/apples-leaked-renders-show-iphone-17-air-and-pro-getting-unique-camera-islands-but-base-models-looks-may-disappoint-some">iPhone 17</a> models are expected to be launched in September.
Apple did not immediately respond to <a href="http://pro.benzinga.com">Benzinga&#8217;s</a> request for comment.
SEE ALSO: <a href="https://benzinga.com/25/04/44914780/michael-saylor-warns-leveraging-ethereum-and-solana-could-lead-to-ftx-terra-luna-like-situationcalls-them-balsa-wood-and-clay-bricks-to-bitcoins-steel" target="_blank" rel="noreferrer noopener">Bitcoin Is Steel, Ethereum And Solana Are Balsa Wood And Clay, Warns Michael Saylor—Strategy Chair Says Leveraging ETH, SOL Could Lead To &#8216;Catastrophe&#8217; </a>
Why It Matters: The<a href="https://in.benzinga.com/tech/25/03/44348175/apples-iphone-17-air-to-usher-in-new-era-of-slimmer-portless-models"> iPhone 17 </a>series represents more than just another flagship release for Apple—it marks the beginning of a new chapter for the brand. With a revamped design and noticeably larger camera islands on the Pro models, reminiscent of the upcoming Google Pixel 9, the lineup brings both style and innovation. Apple is also set to debut a new addition: the iPhone 17 Air, a sleeker, slimmer model aimed at users who value aesthetics.
Apple analyst Ming Chi Kuo stated in early March that there are three anticipated features of the iPhone 17 Air that could lead to better-than-expected battery life: a high-density battery, Apple's energy-efficient C1 modem, and the absence of an Ultra Wide camera, which allows for extra internal space to accommodate a larger battery, reported MacRumors. 
However, the limited availability of low-CTE fiberglass isn't Apple's only challenge. The company is also concerned about the possible effects of tariffs. While Apple currently enjoys a temporary exemption, relocating production from China in time to sidestep these tariffs appears improbable. Previously, Tim Cook had mentioned that he prefers iPhone manufacturing in China due to the availability of highly skilled labor. 
Even if manufacturing is shifted elsewhere, other countries would still be subject to tariffs, though potentially at lower rates. As a result, Apple may have to either absorb the additional costs or raise the prices of its phones.
<ul>
<li>READ MORE:&nbsp;<a href="https://benzinga.com/25/04/44915713/charlie-munger-once-said-he-could-go-on-and-on-listing-why-he-wont-want-donald-trump-in-the-oval-office" target="_blank" rel="noreferrer noopener">Charlie Munger Once Predicted That Trump Could Be &#8216;Quite Decisive&#8217; But Still Didn&#8217;t Want Him To Be President: Here&#8217;s Why</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

Tech

AAPL

Apple's Tim Cook Reportedly 'Anxious' Over This Key Issue Threatening iPhone 17 Inventory: 'He Is Pushing Suppliers Every Day'

Offerings

Sunation Energy Filed For Mixed Shelf Of Up To $100M

For Q2 2025, Danaher Anticipates That Non-GAAP Core Revenue Will Grow Low-Single Digits Year-Over-Year

Danaher (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DHR#NYSE">DHR</a>) reported quarterly earnings of $1.88 per share which beat the analyst consensus estimate of $1.64 by 14.63 percent. This is a 2.08 percent decrease over earnings of $1.92 per share from the same period last year. The company reported quarterly sales of $5.74 billion which beat the analyst consensus estimate of $5.59 billion by 2.71 percent. This is a 0.95 percent decrease over sales of $5.80 billion the same period last year.

Danaher Q1 2025 Adj EPS $1.88 Beats $1.64 Estimate, Sales $5.74B Beat $5.59B Estimate

Synchrony Finl (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SYF#NYSE">SYF</a>) reported quarterly earnings of $1.89 per share which beat the analyst consensus estimate of $1.64 by 15.24 percent. This is a 60.17 percent increase over earnings of $1.18 per share from the same period last year. The company reported quarterly sales of $4.46 billion which missed the analyst consensus estimate of $4.56 billion by 2.11 percent. This is a 1.34 percent increase over sales of $4.41 billion the same period last year.

Synchrony Finl Q1 GAAP EPS $1.89 Beats $1.64 Estimate, Sales $4.46B Miss $4.56B Estimate

Elevance Health Q1 2025 Adj. EPS $11.97 Beats $11.38 Estimate, Sales $48.765B Beat $46.290B Estimate

The shares of First Solar Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FSLR#NASDAQ">FSLR</a>) jumped 7.18% to $122.45 during the pre-market session on Tuesday after the U.S. finalized plans to impose steep tariffs on most solar cells imported from Southeast Asia on Monday.
What Happened: Firms within the American Alliance for Solar Manufacturing Trade Committee have accused major Chinese solar panel manufacturers with factories in Malaysia, Cambodia, Thailand, and Vietnam of selling panels below production cost and benefiting from unfair subsidies, making American products uncompetitive, Reuters reported on Monday.
The case was initiated last year by Korea&#8217;s&nbsp;Hanwha Qcells, Arizona-based First Solar Inc., and several smaller producers.
The tariffs finalized on Monday vary significantly based on the company and country, with products from Cambodia facing duties exceeding 3,500% as a result of non-cooperation with the U.S. investigation. 
Jinko Solar&#8216;s Malaysian products were subject to some of the lowest combined anti-dumping and countervailing duties at 41.56%, while competing Trina Solar's Thai products were hit with steep tariffs of 375.19%.
To finalize the tariffs, the International Trade Commission must vote in June to determine if the industry was significantly harmed by the unfairly priced and subsidized imports.
See Also: <a href="https://benzinga.com/news/25/04/44902888/kevin-oleary-says-chinas-actions-have-wiped-out-millions-of-american-companies-i-dont-know-why-anyone-is-oka" target="_blank" rel="noreferrer noopener">Kevin O&#8217;Leary Says China&#8217;s Actions Have &#8216;Wiped Out&#8217; Millions Of American Companies—&#8217;I Don&#8217;t Know Why Anyone Is Okay With It&#8217;</a>
Why It Matters: China, which dominates 90% of the solar supply chain, has established factories across Southeast Asia to bypass U.S. tariffs. The new duties mark another blow as the U.S. ramps up its crackdown on Chinese imports.
In November, the U.S. Department of Commerce announced tariffs between 21% and 271% for Chinese solar panels sold through subsidiaries in Cambodia, Vietnam, Thailand and Malaysia. During the 2024 election, President Donald Trump pledged to impose tariffs on specific Chinese imports, including solar panels. 
Against this backdrop, Piper Sandler analyst Kashy Harrison stated in January that First Solar could <a href="https://www.benzinga.com/markets/25/01/42779225/this-domestic-solar-stock-fslr-could-shine-in-your-portfolio-if-president-elect-donald-trump-imposes-tariffs-on-chinese-solar-panels">gain significantly</a> from this development.
However, critics, including the Solar Energy Industries Association (SEIA), argue that the proposed tariffs could hurt U.S. solar manufacturers by increasing the cost of imported cells used in panel assembly at American factories which have been expanding since the clean energy manufacturing subsidy was introduced in 2022.
First Solar holds a Growth rating of 96.08% and a quality rating of 89.80%, according to&nbsp;<a href="https://www.benzinga.com/quote/FSLR" target="_blank" rel="noreferrer noopener">Benzinga&#8217;s Proprietary Edge Rankings</a>. The Benzinga Growth metric evaluates a stock's historical earnings and revenue expansion across multiple timeframes, prioritizing both long-term trends and recent performance. For an in-depth report on more stocks and insights into growth opportunities,&nbsp;<a href="https://www.benzinga.com/screener/top-momentum-stocks" target="_blank" rel="noreferrer noopener">sign</a>&nbsp;<a href="https://www.benzinga.com/screener/top-momentum-stocks" target="_blank" rel="noreferrer noopener">up for Benzinga Edge.</a>
<ul>
<li>Read More: <a href="https://benzinga.com/25/04/44914995/nvidia-dropped-nearly-5-on-monday-after-report-surfaced-chinas-huawei-is-mass-shipping-ai-chips-but-bernstein-ana" target="_blank" rel="noreferrer noopener">Nvidia Stock Fell Nearly 5% On Monday After Huawei Mass Shipping AI Chips In China Report Surfaced, But Bernstein Analyst Says It Doesn&#8217;t Matter: &#8216;They Can&#8217;t Compete Anyway&#8217;</a></li>
</ul>
Image via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Equities

FSLR

First Solar Stock Surges Over 7% In Pre-Market As US Sets Up To 3,500% Tariffs On Chinese-Owned Southeast Asian Solar Cells

Roche Holdings AG (OTC:<a class="ticker" href="https://www.benzinga.com/stock/RHHBY#OTC">RHHBY</a>) has revealed a $50 billion investment plan centering on manufacturing and research in the U.S., indicating a strategic change as<a href="https://www.benzinga.com/government/regulations/25/04/44847222/trump-administration-opens-probe-into-foreign-drug-imports-eyes-tariffs-under-national-security-law"> potential drug tariffs loom</a>.
What Happened: The Swiss pharmaceutical giant will establish new and expanded facilities across Indiana, Pennsylvania, Massachusetts, and California over the next five years.
The move entails crucial R&amp;D hubs, new production sites for weight-loss and gene therapies, and extended diagnostic operations. The plan is likely to create over 12,000 jobs, including thousands in facility staffing and construction.
See Also: <a href="https://www.benzinga.com/news/global/25/04/44899617/90-chance-of-recession-due-to-trumps-tariffs-sharp-slowdown-is-coming-economist-says">90% Chance Of Recession Due To Trump&#8217;s Tariffs: &#8216;Sharp Slowdown&#8217; Is Coming, Economist Says</a>
Why It Matters: The announcement was made as the pharmaceutical sector readies itself for possible tariffs on imported medicines. While drugs have so far been exempted, President Trump recently <a href="https://www.benzinga.com/25/04/44724763/pharma-industry-faces-jitters-as-trump-hints-at-historic-tariffs-bofa-outlines-probable-timeline">warned </a>that new tariffs on pharmaceuticals are coming shortly.
Roche's CEO Thomas Schinecker said the investment shows the company's "long-standing commitment" to U.S.-based innovation and production, according to the Wall Street Journal.
Once the plan is executed, Roche expects to export more medicines from the U.S. than it imports.
Earlier this month, President Trump proposed a &#8220;<a href="https://www.benzinga.com/25/04/44708204/trump-hints-at-major-tariff-on-imported-pharmaceuticals-us-pharma-stocks-tumble-in-wednesday-pre-market">major tariff</a>&#8221; on foreign pharmaceuticals, indicating that U.S. dependence on imports poses national security risks. The U.S. Department of Commerce is investigating the effect of these imports on the domestic supply chain, targeting essential medicines and public health readiness.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/25/04/44907170/upcoming-pfizer-earnings-call-might-be-focused-on-tariffs-policy-risks-and-obesity-pipeline">Upcoming Pfizer Earnings Call Might Be Focused On Tariffs, Policy Risks And Obesity Pipeline</a></li>
</ul>
Photo courtesy: Shutterstock

RHHBY

Roche's $50 Billion US Investment Commitment Includes New Facilities, 12,000 Jobs, Expanded R&D Hubs As Drug Tariffs Loom

U.S. stock futures rebounded on Tuesday following Monday&#8217;s selloff. Futures of major benchmark indices were higher in premarket.
President Donald Trump <a href="https://www.benzinga.com/economics/macro-economic-events/25/04/44910907/top-fed-voices-defend-powell-slam-trumps-attack-on-central-bank-independence">attacked</a> Federal Reserve Chairman Jerome Powell on Monday via a Truth Social post. He called him &#8220;Mr. Too Late,&#8221; and urged the Fed Chair to cut rates preemptively.
This <a href="https://www.benzinga.com/25/04/44914873/walgreens-to-pay-up-to-350m-for-illegal-opioid-prescriptions-doj-says">triggered a market selloff</a>, raising concerns about the central bank&#8217;s independence and Trump&#8217;s interference with the monetary policy.
The 10-year Treasury bond yielded 4.40%, and the two-year bond was at 3.79%. The CME Group's FedWatch <a href="https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html">tool&#8217;</a>s projections show markets pricing an 89.5% likelihood of the Federal Reserve keeping the current interest rates unchanged in its May meeting. 
<figure class="wp-block-table is-style-stripes"> 
<table>
<tbody>
<tr>
<td>Futures</td>
<td>Change (+/-)</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>0.81%</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>1.00%</td>
</tr>
<tr>
<td>Nasdaq 100</td>
<td>1.01%</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>0.98%</td>
</tr>
</tbody>
</table>
</figure>
The SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) and Invesco QQQ Trust ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>), which track the S&amp;P 500 index and Nasdaq 100 index, respectively, rose in premarket on Tuesday. The SPY was up 1.06% to $519.32, while the QQQ declined 1.11% to $437.92, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a> data.
Cues From Last Session:
Energy, consumer discretionary, and information technology sectors pulled the U.S. stocks down on Monday.
Shares of&nbsp;Tesla Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>)&nbsp;fell around 5.8%, while&nbsp;Nvidia Corp.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)&nbsp;lost about 4.5% on Monday.&nbsp;Amazon.com Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>)&nbsp;shares dipped around 5% during the session.
Comerica Inc.&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMA#NYSE">CMA</a>) fell despite&nbsp;reporting better-than-expected earnings for its first quarter on Monday.
After Monday&#8217;s close, the Nasdaq 100 was down 19.86% from its all-time high of 22,222.61 points. The S&amp;P 500 index was 16.09% lower than its previous record of 6,147.43 points, and the Dow Jones was 18.09% below its 52-week high of 45,073.63 points.
<figure class="wp-block-table is-style-stripes"> 
<table>
<tbody>
<tr>
<td>Index</td>
<td>Performance (+/-)</td>
<td>Value</td>
</tr>
<tr>
<td>Nasdaq Composite</td>
<td>-2.55%</td>
<td>15,870.90</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>-2.36%</td>
<td>5,158.20</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>-2.48%</td>
<td>38,170.41</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>-2.14%</td>
<td>1,840.32</td>
</tr>
</tbody>
</table>
</figure>
Insights From Analysts:
Senior economist Jeremy Siegel stated in his weekly WisdomTree note that &#8220;Markets show signs of tension.&#8221;
According to him, tariffs may drive a temporary bump in spending as firms and households rush to front-load purchases, but that demand is borrowed from future quarters. That's not sustainable; it's a warning sign. And once the real price increases filter through to consumer goods, public sentiment will shift quickly.
&#8220;Earnings are starting to reflect this uncertainty, though much of Wall Street's consensus remains stale, still anchored in pre-tariff forecasts. CEOs should be updating their models now to reflect multiple trade scenarios, especially those most exposed to China or to consumer imports.&#8221;
Siegel also highlighted that Powell will be blamed for any issues arising from Trump&#8217;s policy decisions.
&#8220;I expect Trump to increasingly blame the ‘too slow Powell' for any downsides that materialize from Trump's policies. Powell may be technically secure in his position, but that doesn't mean he's insulated from blame.&#8221;
Lastly, he advised that &#8220;For income, I continue to favor dividend-paying equities and international exposure over long-duration bonds.&#8221;
Fundstrat&#8217;s Tom Lee urged Scott Bessent and Howard Lutnick to <a href="https://www.benzinga.com/25/04/44915795/tom-lee-urges-bessent-and-lutnick-to-put-points-on-the-board-for-a-positive-policy-shock-to-the-stock-market">deliver swift trade deals</a>, aiming for a positive market &#8220;policy shock.&#8221;
Echoing Charles Gasparino&#8217;s call for the White House to &#8220;put points on the board,&#8221; which is a sales jargon for quick action during a slump, Lee stated that the market is sending this same message to Bessent, Lutnick, and the Trump&#8217;s trade team.
"They got to cut some deals and let the world know, and they have to do so soon because this could get even uglier," Gasparino's post added.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">This is true &#x1f447; White House needs to put &quot;points on the board&quot; &#8211; this would be a positive &quot;policy shock&quot; <a href="https://t.co/XE4B6oVUi1">https://t.co/XE4B6oVUi1</a>
&mdash; Thomas (Tom) Lee (not drummer) FSInsight.com (@fundstrat) <a href="https://twitter.com/fundstrat/status/1914421616471380033?ref_src=twsrc%5Etfw">April 21, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
See Also: <a href="https://www.benzinga.com/money/how-to-trade-futures">How to Trade Futures </a>
Upcoming Economic Data
Here&#8217;s what investors will keep an eye on Tuesday:
<ul>
<li>Philadelphia Fed President Patrick Harker will speak at 9:30 a.m., Minneapolis Fed President Neel Kashkari will speak at 2:00 p.m., and Richmond Fed President Tom Barkin will speak at 2:30 p.m. ET.</li>
</ul>
Stocks In Focus:
<ul>
<li>Verizon Communications Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VZ#NYSE">VZ</a>) rose 0.75% in premarket on Tuesday as it is expected to report earnings before the opening bell. Analysts expect a quarterly earnings of $1.15 per share on revenue of $33.24 billion.</li>
</ul>
<ul>
<li>3M Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MMM#NYSE">MMM</a>) was 0.06% below the flatline as Wall Street expects it to report earnings of $1.77 per share on revenue of $5.76 billion after the closing bell.</li>
</ul>
<ul>
<li>Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) was up 0.66% as it is expected to report earnings after the closing bell. Analysts expect a quarterly earnings of 41 cents per share on revenue of $21.35 billion.</li>
</ul>
<ul>
<li>AZZ Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AZZ#NYSE">AZZ</a>) declined 4.66% after posting weaker-than-expected sales for its fourth quarter on Monday. The company reiterated its FY26 EPS forecast of $5.50-$6.10 on revenue of $1.625 billion-$1.725 billion.</li>
</ul>
<ul>
<li>Calix Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CALX#NYSE">CALX</a>) jumped 13.14% after reporting better-than-expected first-quarter financial results and issuing strong second-quarter guidance. The company also announced an authorized increase to its stock repurchase program.</li>
</ul>
<ul>
<li>Guidewire Software Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GWRE#NYSE">GWRE</a>) advanced 0.97% after committing $60 million to advance cloud-based insurance innovation and compliance in Japan.</li>
</ul>
<ul>
<li>S&amp;P Global Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPGI#NYSE">SPGI</a>) jumped 2%, while Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) was 1.28% higher after the former launched AI-ready commodities data integrated with MSFT&#8217;s 365 Copilot.</li>
</ul>
<ul>
<li>Atkore Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ATKR#NYSE">ATKR</a>) climbed 5.08% after reporting preliminary second-quarter results, maintaining its full-year outlook.</li>
</ul>
<ul>
<li>Standard Lithium Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SLI#NYSE">SLI</a>) surged 45% after its South West Arkansas Project received special designation as a priority transparency critical mineral project from the Trump Administration.</li>
</ul>
Commodities, Gold, And Global Equity Markets:
Crude oil futures were trading higher in the early New York session by 1.68% to hover around $63.46 per barrel.
Gold Spot US Dollar advanced 0.92% to hover around $3,455.17 per ounce. Its fresh record high stood at $3,499.92 per ounce. The U.S. Dollar Index spot was higher by 0.07% at the 98.3450 level.
Asian markets were mostly lower on Wednesday, Hong Kong's Hang Seng and India's S&amp;P BSE Sensex index advanced, while Japan's Nikkei 225, China&#8217;s CSI 300, Australia's ASX 200, and South Korea's Kospi index ended lower. European markets were mixed in early trade.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/25/04/44916388/chicago-fed-chair-goolsbee-agrees-with-bessent-fed-independence-is-a-jewel-box-awaits-tariff-revisit-before-jumping-to-action">Chicago Fed Chair Goolsbee Agrees With Bessent: &#8216;Fed Independence Is A Jewel Box,&#8217; Awaits Tariff Revisit Before &#8216;Jumping To Action&#8217;</a></li>
</ul>
Photo courtesy: Shutterstock

Futures

Treasuries

Economics

Federal Reserve

Pre-Market Outlook

AMZN

ATKR

CALX

GWRE

MSFT

NVDA

SPGI

TSLA

US Stocks Likely To Open Higher Amid Trump's Preemptive Rate Cut Call:  Earnings Are Starting To Reflect This 'Uncertainty,' Says Expert

Mercantile Bank (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MBWM#NASDAQ">MBWM</a>) reported quarterly earnings of $1.21 per share which beat the analyst consensus estimate of $1.19 by 1.68 percent. This is a 9.7 percent decrease over earnings of $1.34 per share from the same period last year. The company reported quarterly sales of $57.25 million which missed the analyst consensus estimate of $57.43 million by 0.31 percent. This is a 1.68 percent decrease over sales of $58.23 million the same period last year.

MBWM

Mercantile Bank Q1 EPS $1.21 Beats $1.19 Estimate, Sales $57.25M Miss $57.43M Estimate

ALLT

Allot Launches New OffNetSecure Solution To Protect Telecom Customers Against Cyberthreats

모건스탠리(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSPQ#NASDAQ">MSPQ</a>) CEO인 테드 픽은 최근 트럼프 대통령 밈 코인의 출시가 <a href="https://www.benzinga.com/money/bitcoin-price-prediction" target="_blank" rel="noopener">암호화폐 생태계</a>의 상당한 유동성의 결과로 보고 있다.
무슨 일 있었나: 목요일 CNBC 스쿼크 박스 인터뷰에서 테드 픽은 최근 출시된 트럼프(CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/">TRUMP</a>)와 멜란니아(CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/">MELANIA</a>) 코인을 포함한 트럼프 행정부의 밈 코인과 디지털 화폐에 대한 질문을 받았다.
테드 픽은  "유동성은 모든 종류의 다양한 방식으로 표현된다"며 이들 시장의 상당한 유동성을 인정했다. 그리고 암호화폐 시장이 성숙해지면 시간이 지나면 인식이 현실로 바뀔 수 있다고 덧붙였다.
모건스탠리의 경우, "돈을 따르는" 효과적인 촉진자 역할을 할 수 있는지를 판단하는 데 <a href="https://x.com/scottmelker/status/1882475997234413585" target="_blank" rel="noopener">초점을</a> 맞추고 있다고 했다. 그는 암호화폐 거래에 대한 접근 방식을 단순화하기 위해 재무부와 같은 규제 기관과 협력해야 한다고도 강조했다.
왜 중요한가: 모건스탠리는 주요 은행 중 선구자로서 2021년에 고객에게 비트코인 펀드를 제공했고, 이후 비트코인 ETF를 통해 선도적인 역할을 하고 있다.
다보스에서 열린 세계경제포럼에서 여러 영향력 있는 인사들이 암호화폐의 미래에 대해 언급했다. 코인베이스의 CEO 브라이언 암스트롱은 비트코인이 정부의 가치저장 수단으로서 금을 능가한다고 주장했다. 또한 트럼프 행정부가 명확한 규제 프레임워크를 확립하기 위한 <a href="https://www.benzinga.com/markets/cryptocurrency/25/01/43105840/coinbase-ceo-brian-armstrong-says-bitcoins-future-is-bright-the-dawn-of-a-new-day-for-crypto" target="_blank" rel="noopener">행정명령을 시작으로</a> 암호화폐의 새로운 시대를 열 수 있다고 제시했다.
레이 달리오는 대체 통화의 필요성을 강조하면서도 중앙은행의 비트코인 도입에 회의적인 입장을 유지했고, "소량" 비트코인 보유 사실을 공개했다.
사진: Shutterstock
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