에 대한 최신 뉴스 Nurix Therapeutics (NASDAQ:NRIX) 주식

NURIX THERAPEUTICS INC

Nurix Therapeutics

Nurix Therapeutics Inc is a biopharmaceutical company focused on the discovery, development and commercialization of oral, small molecule therapies designed to modulate cellular protein levels as a novel treatment approach for cancer and immune disorders. The company's pipeline comprises targeted protein degraders of Brutons tyrosine kinase, or BTK, a B-cell signaling protein, and inhibitors of Casitas B-lineage lymphoma proto-oncogene-B, or CBL-B, an E3 ligase that regulates T cell activation. Its drug candidate from protein degradation portfolio, NX-2127, is an orally available BTK degrader for the treatment of relapsed or refractory B-cell malignancies.

Stuttgart,,Germany,-,03-11-2021:,Person,Holding,Cellphone,With,Company,Logo

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수요일(23일) 캐시 우드가 이끄는 아크 인베스트는 엔비디아(NASDAQ:NVDA)와 AMD(NASDAQ:AMD)에 대한 노출을 증가시켰다. 이러한 거래는 반도체 산업에서 지속적인 도전 과제, 특히 미국의 제재가 중국에 대한 칩 판매에 영향을 미치고 있는 상황에서 이루어졌다.

캐시 우드, 엔비디아·AMD 주식 추가 매입···수출 규제 앞두고 중국 기술 업체들은 칩 대량 비축

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캐시 우드가 이끄는 아크 펀드(Ark Funds)는 미래 성장 혁신 분야에 중점을 두고 적극적으로 관리되는 ETF들 덕분에 가장 잘 알려진 펀드 매니저 중 하나이다. 이 펀드의 ETF 두 개가 목요일에 10주년을 맞이했다. 이들 펀드의 출시와 지난 10년 동안의 성과를 살펴보겠다.

캐시 우드의 아크 이노베이션, 지노믹스 ETF가 10주년을 기념: 연간 수익률을 S&amp;P 500과 비교

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오늘 월요일 아침 미국 주식 선물이 약간 하락하고 있는 가운데, 오늘 투자자들의 관심을 끌 수 있는 주식은 다음과 같습니다: 1. 월스트리트는 카루(NASDAQ:KARO)가 분기 실적을 주당 39센트의 이익과 6,323만 달러의 매출로 발표할 것으로 예상하고 있다. Benzinga Pro의 데이터에 따르면, 카루(Karooooo)의 주식은 시간외 거래에서 14.4% 상승하여 50.00달러에 거래되었다.

월요일 주목해야 할 주식: 보잉, 누릭스 테라퓨틱스, 보잉, 인네이트 파마 및 차이나 리버럴

Nurix Therapeutics Inc

Mizuho analyst Nitin Kumar upgrades Delek US Hldgs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DK#NYSE">DK</a>) from Neutral to Outperform and raises the price target from $22 to $23.

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Mizuho Upgrades Delek US Hldgs to Outperform, Raises Price Target to $23

Oracle Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>), along with seQure, a cybersecurity firm and its partner, disclosed the availability of seQure&#8217;s Ground-Truth service on <a target="_blank" href="https://www.benzinga.com/pressreleases/25/05/n45367248/oracle-and-entanglement-partner-to-deliver-advanced-security-to-governments-and-enterprises" rel="noreferrer noopener">Oracle Cloud Infrastructure (OCI)</a>.
The company said that Ground-Truth is a cybersecurity and data observability service that helps automate the detection of threats and vulnerabilities and can reduce event alerts by 90%.
Previously an on-premises solution, Ground-Truth can now be deployed across Oracle&#8217;s various cloud offerings, including public, government, sovereign, and dedicated cloud regions.
Also Read: <a target="_blank" href="https://www.benzinga.com//node/45357613" rel="noreferrer noopener">China Tariff De-Escalation Biggest Winners Include Tesla, Apple: &#8216;New Tech Highs Back On The Table Now For 2025&#8217;</a>
Integrating with Oracle&#8217;s security framework allows seQure to offer customers sophisticated, AI-powered threat detection while meeting data localization needs.
This enables operational flexibility in intricate environments, compliance with regulatory, security, and performance standards, and unlocks the complete advantages of cloud and sovereign AI capabilities.
Rand Waldron, vice president, Oracle said, &#8220;This partnership helps our combined customers identify unknown cyber threats and anomalies faster and more accurately. In addition, it enables customers to benefit from OCI&#8217;s built-in security, leading performance, and flexibility.&#8221;
Jason Turner, chairman and CEO Entanglement stated, &#8220;OCI&#8217;s&nbsp;high-performance infrastructure&nbsp;and scaling was essential for deploying this solution and enabling us to provide our customers with the benefits of automated scaling, robust security features, and predictable pricing.&#8221;
Last week, IBM disclosed a collaboration with&nbsp;Oracle to integrate IBM&#8217;s premier AI platform, Watsonx,&nbsp;with <a target="_blank" href="https://www.benzinga.com/25/05/45218573/ibms-ai-watsonx-integrates-with-oracle-cloud-to-boost-enterprise-productivity" rel="noreferrer noopener">Oracle Cloud Infrastructure (OCI)</a>.
Investors can gain exposure to the stock via Pacer Funds Pacer Data and Digital Revolution ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TRFK#NYSE">TRFK</a>) and iShares Expanded Tech-Software Sector ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/IGV#BATS">IGV</a>).
Price Action: ORCL shares are up 0.70% at $158.32 at the last check on Tuesday.
Read Next:
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<li><a href="https://www.benzinga.com/25/05/45244190/microsoft-faces-fresh-revenue-hit-as-openai-plans-to-reduce-payouts-by-2030-report" target="_blank" rel="noreferrer noopener">OpenAI To Slash Microsoft Revenue Share By 2030: Report</a></li>
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Oracle Partners With seQure To Bolster Cybersecurity For Governments, Enterprises

Mizuho analyst Nitin Kumar upgrades HF Sinclair (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DINO#NYSE">DINO</a>) from Neutral to Outperform and raises the price target from $40 to $47.

DINO

Mizuho Upgrades HF Sinclair to Outperform, Raises Price Target to $47

Wheels Up Experience Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UP#NYSE">UP</a>), one of the world's leading private aviation companies, is proud to announce a multi-series global partnership with United Autosports, one of the most successful endurance racing teams and official racing partner of McLaren Automotive. This multi-series collaboration offers Wheels Up customers the opportunity for exclusive access to some of the world's most prestigious motorsport events, including the FIA World Endurance Championship, European Le Mans Series, and the WeatherTech IMSA SportsCar Championship.
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The partnership kicks off at the 2025 24 Hours of Le Mans on June 14-15, a highly coveted event that also marks the 30th anniversary of McLaren's legendary 1995 overall victory. From the paddock to the pit wall, Wheels Up customers will have a rare opportunity to witness endurance racing at its most iconic venue through immersive behind-the-scenes experiences, trackside viewing, and opportunities to connect directly with drivers, engineers, and team leadership.

Wheels Up Experience Announces Multi-Series Global Partnership With United Autosports To Deliver Customers Unmatched Motorsport Experiences

Mizuho analyst Nitin Kumar upgrades Antero Resources (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AR#NYSE">AR</a>) from Neutral to Outperform and raises the price target from $47 to $49.

Mizuho Upgrades Antero Resources to Outperform, Raises Price Target to $49

SKYX (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SKYX#NASDAQ">SKYX</a>) (d/b/a "SKYX Technologies"), a highly disruptive advanced and smart home platform technology company for homes and buildings, with more than 97 issued and pending patents globally and a portfolio of over 60 lighting and home décor websites, announced today that it has secured approximately $4 million in recent funding from strategic investors through the purchase of preferred stock representing $2.00 per share. This investment is part of a broader financing round totaling approximately $15 million to date, led by The Shaner Group, owner and developer of more than 70 hotels worldwide.
The $15 million broader funding round also included substantial participation from company insiders, including SKYX President Steve Schmidt and Co-CEOs Lenny Sokolow and John Campi, underscoring their continued confidence in SKYX's strategic vision and growth trajectory.
Proceeds from the financing will be used for general working capital and corporate purposes.

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SKYX Secures About $4M In Recent Funding From Strategic Investors Through Purchase Of Preferred Stock Representing $2.00/Shr

In a recent podcast with Dan Nathan,&nbsp;Wedbush Securities&#8216; analyst Dan Ives expressed a bullish outlook on&nbsp;Palantir Technologies Inc.&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NYSE">PLTR</a>), emphasizing its significant role&nbsp;in the enterprise AI landscape despite lofty valuation.
What Happened: Ives believes that Palantir is uniquely positioned to exploit real-world enterprise use cases. This comes despite skepticism over Palantir&#8217;s high valuation. Palantir&#8217;s platforms, Gotham and Foundry, utilize AI and big data analytics to simplify complex data management and expedite decision-making.
Ives highlighted that Palantir is involved in &#8220;75 to 80 large AI enterprise deals&#8221;, with contracts typically ranging from $3-5 million, and some even reaching eight figures over multiple years.
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Enterprises are not turning&nbsp;to Microsoft (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) or Oracle (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NASDAQ">ORCL</a>), according to Ives. Instead, they are opting for&nbsp;Palantir for data analytics and&nbsp;ServiceNow (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOW#NYSE">NOW</a>) for process automation of these &#8220;real enterprise use cases&#8221;, resulting in&nbsp;a complementary dynamic where both&nbsp;companies prosper without direct competition.
While acknowledging competitive threats like Snowflake and MongoDB, Ives contends that Palantir&#8217;s 20-year history and proprietary AI tools provide a unique advantage, especially&nbsp;in government and high-stakes commercial&nbsp;deals. Ives&#8217; bullish outlook on Palantir stems from its potential to grow its large base of enterprise customers and turn its pipeline of multi-million-dollar deals into revenue.
&#8220;When I look out in the next 12 to 18 months&#8230;I believe they&#8217;re going to have significant step ups in terms of what we see in US commercial,&#8221; stated the Wedbush Analyst
READ MORE:&nbsp;<a href="https://benzinga.com/markets/cryptocurrency/25/05/45356571/shiba-inu-jumps-27-in-7-days-what-is-going-on" target="_blank" rel="noreferrer noopener">Shiba Inu Jumps 27% In 7 Days: What Is Going On? &#8211; Benzinga</a>
Why It Matters: Earlier this year, Ives predicted that Palantir could emerge as a dominant force in the artificial intelligence software landscape, comparing it to industry giants Oracle Corp. and Salesforce Inc. He <a href="https://www.benzinga.com/markets/equities/25/02/43646506/dan-ives-says-palantir-could-be-next-oracle-or-salesforce-as-ai-boom-drives-massive-software-spending-highlights-8-10x-multiplier-effect">highlighted </a>the multiplier effect of AI infrastructure spending, noting that "for every dollar spent on Nvidia chip (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), there's an 8 to $10 multiplier across tech, across the ecosystem software." This trend is particularly evident in companies like Palantir and Salesforce (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>)
In April, Ives reiterated confidence in Palantir's <a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/04/44810625/top-analyst-sees-unprecedented-traction-for-pltr-stock-after-nato-agreement-another-validation-sign">growth prospects </a>after the software firm disclosed a deal with the North Atlantic Treaty Organization (NATO) amid its growing "federal and commercial" portfolio.
Despite Palantir&#8217;s strong earnings <a href="https://www.benzinga.com/25/05/45213810/palantir-stock-drops-925-after-earnings-beat-dan-ives-stays-bullish-but-jefferies-brent-thill-says-institutions-still-arent-interested">release </a>in early May, the stock lost value. However, Ives maintained his bullish stance, <a href="https://www.benzinga.com/25/05/45213810/palantir-stock-drops-925-after-earnings-beat-dan-ives-stays-bullish-but-jefferies-brent-thill-says-institutions-still-arent-interested">emphasizing </a>that Palantir is a &#8216;retail-driven story.&#8217;
On a year-to-date basis, Palantir stock surged 57.55%, as per data from&nbsp;<a href="https://pro.benzinga.com/dashboard" target="_blank" rel="noreferrer noopener">Benzinga Pro</a>.
<ul class="wp-block-list">
<li>READ MORE:&nbsp;<a href="https://benzinga.com/25/05/45369770/whos-going-to-buy-2-trillion-worth-of-paper-macro-expert-calls-wall-street-rally-a-headline-sugar-rush-as-treasur" target="_blank" rel="noreferrer noopener">&#8216;Who&#8217;s Going To Buy $2 Trillion Worth Of Paper?&#8217; Macro Expert Calls Wall Street Rally A &#8216;Headline Sugar Rush&#8217; As Treasury Yield Spike Signals Bigger Trouble</a></li>
</ul>
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Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

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MSFT

Here's Why Dan Ives Thinks Palantir Is A Winner Despite Its Lofty Valuations: 'In The Next 12 To 18 Months...They're Going To Have Significant Step Ups'

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SNGX

SNGX stock has given up its prior loss. Soligenix shares were trading lower after the company reported worse-than-expected Q1 EPS results.

<a href="https://www.globenewswire.com/Tracker?data=iZfbXTzfIXvrF8f0PccgTWopasL396rHSwj5Oertm72icvh4FZrTP-xHn9gdGV-MSwVWZ34_2Q3UqsihmjwgZw==">Veea Inc.</a>&nbsp;(NASDAQ:<a href="https://www.benzinga.com/stock/VEEA#NASDAQ">VEEA</a>), a pioneer in edge computing and AI-driven solutions, announced today that it has acquired substantially all of the technology of Crowdkeep, Inc., a Delaware corporation ("Crowdkeep") for shares of Veea's common stock and other consideration.
Crowdkeep's software platform will be integrated with Veea's Edge Platform and utilize VeeaHub products, cameras and sensors with edge AI facilitating the tracking of valuable on-site assets, monitoring of equipment condition, eliminate manual processes associated with managing the workplace environment, while accounting for workers' time, location, attendance and safety. With converged computing, communications, including 5G, AI inferencing and federated learning, distributed NVMe storage, real-time anomaly detection with ML toolchain, and scalable analytics with a serverless data warehouse platform, the combined solution provides for real-time management of the entire network with data privacy and enterprise-grade cybersecurity for both data-at-rest and data-in motion, as well as massive scalability for construction sites, hospitals, schools, smart buildings, hospitality,&nbsp;industrial warehouses and shipping yards, and many more market segments.
This strategic acquisition will strengthen Veea's market position as a leader in hybrid edge-cloud computing and communications solutions by enhancing its ability to deliver a more comprehensive end-to-end solution with AI-driven cybersecurity and cloud-based data and analytics platform allowing users to store, manage, report and analyze large volumes of data with time-to-insights and event notification for Smart Spaces and a wide range of digital transformations at the edge, ultimately benefitting Veea's current customers and expanding Veea's global market presence.
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VEEA

Veea Acquires Crowdkeep For Shares Of Veea's Common Stock And Other Consideration

The U.S. Department of the Interior (DOI) will fast-track the environmental review of Anfield Energy's (OTCQB:<a class="ticker" href="https://www.benzinga.com/stock/ANLDF#OTCQB">ANLDF</a>) Velvet-Wood <a target="_blank" href="https://www.benzinga.com/topic/uranium" rel="noreferrer noopener">uranium</a> and vanadium mine in Utah, completing the process in only 14 days under newly activated emergency authority.
This review is significantly faster than the typical year-long process and is part of President Donald Trump's effort to <a target="_blank" href="https://www.benzinga.com/25/03/44433704/trump-invokes-an-act-from-the-1950s-to-boost-domestic-mineral-industry" rel="noreferrer noopener">boost the domestic mineral industry</a> and <a target="_blank" href="https://www.benzinga.com/news/25/03/44423494/trump-turns-to-beautiful-clean-coal-to-address-domestic-energy-demand" rel="noreferrer noopener">energy production</a>. It is the first project to go through DOI's new emergency permitting process, which is now available to other companies.
The Bureau of Land Management, the agency overseeing the review, follows Trump's executive order from January, when he declared a <a target="_blank" href="https://www.benzinga.com/government/regulations/25/01/43084601/trump-day-1-executive-order-tsunami-incoming-energy-inflation-immigration-in-focus-but-what-about-tariffs" rel="noreferrer noopener">national energy emergency</a>—an order aimed at scaling up oil, gas, and mineral production.
Interior Secretary Doug Burgum noted that the rapid review demonstrates the administration's urgency to restore American energy dominance.
"America is facing an alarming energy emergency because of the prior administration's climate extremist policies," he <a target="_blank" href="https://www.doi.gov/pressreleases/interior-expedites-permitting-critical-energy-project-address-national-energy" rel="noreferrer noopener">said</a> in a statement. "The expedited mining project review represents exactly the kind of decisive action we need to secure our energy future."
DOI pointed out that uranium and vanadium are critical to national energy and defense needs. Nearly all uranium consumed by U.S. nuclear reactors in 2023 was imported, primarily from Russia and Central Asia, while vanadium demand continues to be met predominantly by overseas producers.
While the government says the fast-track approach removes red tape without compromising oversight, environmental advocates are pushing back. Critics argue that compressing the review timeline eliminates meaningful public input and risks long-term environmental harm.
The founder of Uranium Watch, Sarah Fields, <a target="_blank" href="https://www.nytimes.com/2025/05/12/climate/trump-velvet-wood-uranium-utah.html" rel="noreferrer noopener">told</a> The New York Times that the process "means there's no opportunity for public comment, and the public often brings up issues to the agency that they're not aware of."
Located in San Juan County, Utah, the Velvet-Wood project sits on the historic Velvet mine site, previously active between 1979 and 1984. The site is estimated to hold 4.6 million pounds of uranium and 7.3 million pounds of vanadium in measured, indicated, and inferred resource categories.
The project proposes only three acres of new surface disturbance, using existing underground infrastructure and processing at Anfield's nearby Shootaring Canyon Mill to minimize the environmental impact.
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</ul>
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ANLDF

Velvet-Wood Mine First To Use DOI's Fast-Track Permit Process

<a href="https://www.benzinga.com/quote/HOOD/analyst-ratings">Robinhood Markets, Inc.</a> (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HOOD#NASDAQ">HOOD</a>) has signed an agreement to acquire WonderFi Technologies Inc., a Canadian cryptocurrency platform, in an all-cash transaction valued at approximately $178 million.
What Happened: The purchase price of $0.26 per share represents a 41 percent premium over WonderFi's closing price on May 12 and a 71 percent premium over its 30-day volume-weighted average price, according to a company <a href="https://newsroom.aboutrobinhood.com/robinhood-to-acquire-wonderfi/">statement</a>.
WonderFi operates Bitbuy and Coinsquare, two regulated cryptocurrency exchanges in Canada, with a reported $1.49 billion in assets under custody. 
The company will continue operating its platforms after the transaction closes. 
The deal is expected to be completed in the second half of 2025, subject to shareholder approval, regulatory review and court authorization.
Robinhood, which opened a Canadian headquarters in Toronto in 2024, will incorporate WonderFi's operations into its existing crypto business. 
According to the agreement, WonderFi's leadership team is expected to remain with the company following the acquisition. 
Employees will be added to Robinhood's Canadian workforce, which currently includes over 140 people.
Also Read: <a href="https://www.benzinga.com/markets/cryptocurrency/25/05/45371362/coinbase-could-see-up-to-16b-net-inflows-after-sp-500-entry-bernstein">Coinbase Could See Up To $16B Net Inflows After S&amp;P 500 Entry: Bernstein</a>
The acquisition will be carried out under a statutory plan of arrangement governed by British Columbia corporate law. 
Robinhood plans to fund the purchase using existing cash reserves. No stock issuance or debt financing will be used to support the transaction.
WonderFi shareholders will receive the full purchase amount in cash. 
The company's common shares are currently listed on the Toronto Stock Exchange. The combined equity value of the transaction, on a fully diluted basis, stands at approximately $178 million.
Advisors on the deal include J.P. Morgan Securities for Robinhood and Financial Technology Partners for WonderFi. 
Legal counsel was provided by Canadian firms on both sides, including Goodmans LLP, Cassels Brock &amp; Blackwell LLP, and Mintz LLP.
Read Next: 
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</ul>
Image: Shutterstock

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

Cryptocurrency

Robinhood To Acquire Canada's WonderFi For $178M All-Cash Deal

SRPT

Japanese Ministry Of Health, Labour, And Welfare Approved Sarepta Theraperutics' ELEVIDYS For Treatment Of Duchenne Muscular Dystrophy Under Conditional And Time-Limited Approval Pathway In Japan

Morgan Stanley analyst Thomas Yeh maintains United Parks &amp; Resorts (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PRKS#NYSE">PRKS</a>) with a Equal-Weight and raises the price target from $50 to $52.

PRKS

Morgan Stanley Maintains Equal-Weight on United Parks & Resorts, Raises Price Target to $52

Barrington Research analyst Kevin Steinke maintains Superior Gr of Cos (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SGC#NASDAQ">SGC</a>) with a Outperform and lowers the price target from $18 to $15.

Barrington Research Maintains Outperform on Superior Gr of Cos, Lowers Price Target to $15

Follow-on expansion phase expected to begin in Q2 2025
THE WOODLANDS, TX, May 13, 2025 (GLOBE NEWSWIRE) -- –&nbsp;<a href="https://www.globenewswire.com/Tracker?data=hpUlN_MUT2a1PhddJN63J7B98UQYHEUSvTHHFHlsBDbxae2Qs4h1th0tHDKIW5PKfIg7X58qY1k1tek1L--JSpj9uPw9_6iYTYX_4duu5vs=">Autonomix Medical, Inc.</a> (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMIX#NASDAQ">AMIX</a>) ("Autonomix" or the "Company"), a medical device company focused on advancing innovative technologies to revolutionize how diseases involving the nervous system are diagnosed and treated, today reiterated its plans for a follow-on phase to its proof-of-concept human clinical trial ("PoC 2") evaluating the safety and effectiveness of delivering transvascular energy to ablate relevant problematic nerves and mitigate cancer pain. Additionally, the Company announced the release of a <a href="https://www.globenewswire.com/Tracker?data=XHw77uw22Lrto0jjfo0moarOZ_cF-BMG-V9GE0hm3JL-MO3_CxxtQzETA5IaPGZNm6PTzz4yoENkFlZrdYktFEoRhABUTKnr0m_ubPZGxYeNJkNjHmgXQ897aOZ0_rIdWDvzg5WxwnhS5lUik4LhiQ==">Virtual Investor CEO Connect segment</a> discussing the PoC 2 phase. Access the segment <a href="https://www.globenewswire.com/Tracker?data=MkAQQbXGkp5Dy0Q8lsJPq075xTHjHHXGsm6ZhefGLB80h6vaobiXijiTIIU0wkpIq0GSV0nxpIQflcn064QnjcceqVi7rI7utS4cstk0AHc=">here</a>.
As previously announced, based on the positive results demonstrated in the initial phase of the Company's first-in-human proof-of-concept trial ("PoC 1") in patients with severe pancreatic cancer pain, Autonomix will initiate the follow-on PoC 2 phase in a market expansion opportunity which has the potential to double the addressable market beyond pancreatic cancer pain by evaluating additional visceral cancers that signal pain through the Celiac Plexus and earlier stage pancreatic cancers with moderate to severe pain. The Company's PoC 2 phase is on track to commence in the second quarter of 2025.

AMIX

Autonomix Medical Reiterates Plans For Follow-on Phase To PoC 2 Evaluating Safety And Effectiveness Of Delivering Transvascular Energy To Ablate Relevant Problematic Nerves And Mitigate Cancer Pain

<ul>
<li>UNH</li>
<li>TSLA</li>
<li>NVDA</li>
<li>GLD</li>
<li>BULL</li>
<li>AAPL</li>
<li>AMZN</li>
<li>GOOGL</li>
<li>MSTR</li>
<li>AMD</li>
</ul>
Data from <a href="https://swaggystocks.com/dashboard/wallstreetbets/ticker-sentiment">https://swaggystocks.com/dashboard/wallstreetbets/ticker-sentiment</a>
&nbsp;

AAPL

AMZN

BULL

GOOGL

MSTR

Top 10 Trending Stocks On WallStreetBets As Of May 13, 2025 (Via Swaggy Stocks)

Morgan Stanley analyst Michael Cyprys maintains Charles Schwab (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SCHW#NYSE">SCHW</a>) with a Overweight and raises the price target from $76 to $83.

SCHW

Morgan Stanley Maintains Overweight on Charles Schwab, Raises Price Target to $83

Disagrees with ISS' and Glass Lewis' Recommendations which Failed to Address Critical Issues Reiterates The Strength Of Phillips 66's Highly Qualified Board And Nominees
Phillips 66 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PSX#NYSE">PSX</a>) today announced that it strongly disagrees with the recommendations issued by Institutional Shareholder Services ("ISS") and Glass Lewis &amp; Co. ("Glass Lewis").
"We disagree with the recommendations issued by ISS and Glass Lewis," said the Phillips 66 Independent Directors. "We remain committed to engaging with and listening to our shareholders on the issues in this campaign."
The Company notes the following issues and omissions in the reports' analyses that remain critical factors for shareholders to consider:
<ul>
<li>Elliott's break-up thesis not examined: The reports did not opine on the merits of Elliott's thesis to break up Phillips 66, which is the primary objective of Elliott's campaign. In fact, ISS stated clearly that its report "is not an endorsement of a Midstream and/or Chemicals separation." Supporting Elliott's directors implicitly supports this risky path and overrides the judgment of Phillips 66's highly qualified Board. Our Board continually evaluates the portfolio to maximize shareholder value and currently believes that the integrated model is the best path to shareholder value creation. As we always have, we remain committed to regularly and aggressively assessing these options going forward. &nbsp;</li>
<li>Concerning assessment of director independence: By recommending against Robert Pease, the reports establish a concerning precedent on evaluating director independence.
<ul>
<li>The reports suggest a director selected and vetted by a shareholder can be determined to lack independence after one month on the board and one vote. The single vote was for a combined CEO and Chair, a policy that is in place at 44% of S&amp;P 500 companies.1</li>
<li>This analysis disregards the fact that Mr. Pease's vote represented his professional judgment as a 30-year corporate leader and ignores the fact that Mr. Pease was carefully evaluated for his qualifications and independence by Elliott. It also fails to apply any scrutiny to Elliott's self-interested lack of support for its recently supported director.</li>
</ul>
</li>
<li>Reliance on board analysis from five years ago: ISS acknowledged that Phillips 66 has refreshed its Board substantially since July 2020. Yet, it still claimed that a lack of Board refreshment prior to the COVID-19 pandemic reflects a need for change now.</li>
<li>Concerning governance overlooked: ISS and Glass Lewis disregarded Elliott's ongoing efforts to acquire CITGO. The reports also overlook the fact that this pursuit took place concurrently with discussions of a second director appointment. Notably, neither report mentions anything about Elliott's misleading disclosures and the overlapping relationships of its director nominees. These are unresolved issues that are highly relevant to shareholder considerations.</li>
</ul>
Phillips 66 reiterates its commitment to ongoing transformation and governance refreshment. The Company reminds shareholders of key facts including:
<ul>
<li>Consistent refreshment: Phillips 66 has added five new independent directors in the past four years to equip the Board with fresh perspectives and independent viewpoints. In its report, ISS acknowledged the Company's board refreshment efforts, noting "Beginning in July 2020, the pace of board refreshment accelerated rapidly. The board appointed Julie Bushman early that month, Lisa Davis in October 2020, Denise Singleton and Doug Terreson in July 2021, and Greg Hayes in July 2022. Mark Lashier also joined in July 2022 in connection with his succession as CEO. Accompanying these appointments, Ferguson departed in August 2020, and McGraw and Tschinkel departed in March 2021."</li>
<li>Strong governance practices: The Board is firmly committed to declassification that would require all directors to stand election each year. The last attempt to do so received approval from 73% of outstanding shares.
<ul>
<li>In its report, ISS supported Phillips 66's declassification proposal, arguing, "The proposed declassification, assuming it can clear the supermajority hurdle, would enhance board accountability to shareholders, and the resubmission of this proposal to a vote after it failed in prior years demonstrates a commitment to shareholders' interests on the part of management."</li>
</ul>
</li>
<li>Early days in transformation strategy: ISS recognizes that Phillips 66 has improved its operating results since Mark Lashier stepped in as CEO on July 1, 2022 and achieved a total shareholder return above that of key competitors. ISS noted, "Since the appointment of Lashier as CEO through May 8, 2025, PSX has outperformed VLO by 20.9 percentage points." Phillips 66 has made it clear that it is working to improve operations but is not satisfied with its results. In under three years, the Company has made progress on corporate cost takeout, refining performance, asset divestitures and more. These are facts recognized by the reports. These actions reflect a commitment to improvement that is continuing and will lead to further performance improvement and ultimately increased shareholder value.</li>
<li>Relevant director skills: Phillips 66's Board composition is closely aligned with the Company's strategy and the issues raised in this campaign. Of the continuing Directors and nominees, six have refining experience, five have chemicals experience and five have midstream experience. The majority has experience in business transformations, several have expertise in finance and a number are experts in supply chains.2 Notably, the Company's Directors and nominees have overseen more than $300 billion in "breakup or major divestiture transactions.3</li>
</ul>
Phillips 66 encourages shareholders to reach their own informed conclusions.
Elliott is seeking rapid, irreversible change in pursuit of a short-term thesis that would introduce significant risks to Phillips 66 shareholders. Do not let Elliott's short-term and misinformed thesis disrupt your consistent and compelling returns.
Phillips 66 recommends that shareholders use the WHITE proxy card to vote:
<ul>
<li>‘FOR' only its four nominees using the WHITE proxy card;</li>
<li>‘FOR' management's proposal to approve the declassification of the Board of Directors, in line with the recommendations from ISS &amp; Glass Lewis;</li>
<li>‘AGAINST' Elliott's proposal requiring annual director resignations, which implementing would violate Delaware law and put your Board at significant legal and reputational risk.</li>
</ul>
The Board strongly recommends that shareholders safeguard their investment in Phillips 66 by casting their vote as soon as possible, regardless of plans to attend the Annual Meeting virtually on May 21, 2025.
Shareholders may receive materials from Elliott Management that say "Gold proxy card" or "Gold voting instructions" or similar language. Phillips 66 recommends that shareholders DISCARD any Gold voting materials they may receive from Elliott. Shareholders may cancel out any vote made using a Gold proxy card by voting again TODAY using the Company's WHITE proxy card. Only the latest-dated vote will count.

Phillips 66 Disagrees With Recommendations Issued By ISS And Glass Lewis; Reiterates Commitment To Ongoing Transformation And Governance Refreshment

BWS Financial analyst Hamed Khorsand maintains Seadrill (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SDRL#NYSE">SDRL</a>) with a Buy and maintains $80 price target.

SDRL

BWS Financial Maintains Buy on Seadrill, Maintains $80 Price Target

<figure class="wp-block-image aligncenter size-large"><img loading="lazy" decoding="async" width="1024" height="683" src="https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/13091508/Surfing-Bear-1024x683.jpeg" alt="" class="wp-image-12855" srcset="https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/13091508/Surfing-Bear-1024x683.jpeg 1024w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/13091508/Surfing-Bear-300x200.jpeg 300w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/13091508/Surfing-Bear-768x512.jpeg 768w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/13091508/Surfing-Bear.jpeg 1200w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
<h2 class="wp-block-heading">Bear Market Rally Breaks out</h2>
In a post here last Thursday (<a href="https://www.zerohedge.com/news/2025-05-08/still-bear-market-rally">Still A Bear‑Market Rally?</a>), I argued the April–May bounce was a policy‑fragile technical rally. On Monday, market technicals looked a lot less fragile:&nbsp;
<ol class="wp-block-list">
<li>Breadth thrust&nbsp;– Over 50% of S&amp;P members closed above their 200‑DMA (first time since February).</li>
<li>Index breakout&nbsp;– S&amp;P finished ~1 % above its own 200‑DMA (~5 750).</li>
</ol>
<h2 class="wp-block-heading">Even Pharma Joined In</h2>
Everyone expected a rally on Monday after the ceasefire in the U.S.-China trade war over the weekend. What I didn&#8217;t expect, though, was pharma stocks to join in that rally, in light of President Trump&#8217;s executive order lowering drug prices. In a post written before the market open (<a href="https://www.benzinga.com/general/biotech/25/05/45353526/profiting-from-a-pharma-panic">Profiting From A Pharma Panic</a>), I mentioned about a couple of pharma trades I had teed up if the sector opened in the red:
<blockquote class="wp-block-quote is-layout-flow wp-block-quote-is-layout-flow"><h3 class="wp-block-heading">Company&nbsp;A – Platform Cash&nbsp;Machine With Royalty Armor</h3>
<ul class="wp-block-list">
<li>Fundamentals 
<ul class="wp-block-list">
<li>Piotroski  F‑Score&nbsp;9 / 9&nbsp;– pristine balance sheet, rising margins, no accounting red flags.</li>
<li>FY‑24 royalty revenue&nbsp;+27 %&nbsp;y/y; operating cash‑flow margin&nbsp;45 %.</li>
<li>Net debt:&nbsp;$‑170 M&nbsp;(yes, net cash) after another quarter of buybacks.</li>
</ul>
</li>
<li>Technicals 
<ul class="wp-block-list">
<li>Price has stair‑stepped higher since October.&nbsp;</li>
<li>Price is above both 50 and 200 day moving averages&nbsp;– a textbook rising channel.</li>
</ul>
</li>
<li>Why MFN risk is minimal 
<ul class="wp-block-list">
<li>Company&nbsp;A doesn't set list prices; its drug‑delivery platform earns a&nbsp;mid‑single‑digit royalty on&nbsp;net&nbsp;sales&nbsp;paid by its partners.</li>
<li>Those partners are market behemoths—Johnson&nbsp;&amp;&nbsp;Johnson&nbsp;(JNJ),&nbsp;Bristol&nbsp;Myers&nbsp;Squibb&nbsp;(BMY),&nbsp;Pfizer&nbsp;(PFE)—that can afford to yank products from low‑margin jurisdictions until pricing equilibrates.</li>
</ul>
</li>
<li>How I'm playing it 
<ul class="wp-block-list">
<li>Bull‑put credit spread: Taking advantage of expensive puts to collect a net credit which we&#8217;ll get to keep if the stock doesn&#8217;t fall further over the next few months.</li>
<li>Equity kicker: Allocate part of that credit to Jan&nbsp;2026&nbsp;OTM calls. Theta from the spread finances the lottery ticket.</li>
</ul>
</li>
</ul>
<hr class="wp-block-separator has-alpha-channel-opacity" />
<h3 class="wp-block-heading">Company&nbsp;B – The Diabetes Moon‑Shot</h3>
This one is a pure speculative bet—but with asymmetric payoff.
<ul class="wp-block-list">
<li>Catalyst 
<ul class="wp-block-list">
<li>First‑in‑human trial just made its debut participant&nbsp;insulin‑independent after 30&nbsp;years of Type‑1 Diabetes. Not only doesn&#8217;t he need to take insulin, but he doesn&#8217;t need to take any immunosuppressant drugs either. No safety issues so far.&nbsp;</li>
</ul>
</li>
<li>Balance sheet 
<ul class="wp-block-list">
<li>~$800 M cash against a ~$400 M annual burn → roughly&nbsp;24&nbsp;months of runway&nbsp;with zero debt.</li>
</ul>
</li>
<li>Risk 
<ul class="wp-block-list">
<li>Biology can always surprise.</li>
<li>FDA hurdles, capital raises if share price pops.</li>
</ul>
</li>
<li>Position sizing 
<ul class="wp-block-list">
<li>Treat as a&nbsp;lotto ticket: less than 1% of portfolio in common shares—small enough to torch without blinking, big enough to matter if the therapy works.</li>
</ul>
</li>
</ul>
</blockquote>
As it happened,&nbsp;pharma joined in the tariff‑pause relief rally.&nbsp;The&nbsp;Health Care Select Sector SPDR&#xAE; Fund&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLV#NYSE">XLV</a>) ripped +2.47 %, and my two pharma names both closed in the green. Not the sector you would have expected to join Monday&#8217;s rally, but the move priced me out of clean entries intraday.&nbsp;
<h3 class="wp-block-heading">Maybe We&#8217;ll Get Better Entries Today</h3>
With futures red in the pre-market, that seems possible. If you&#8217;d like a heads up when I place those pharma trades, feel free to subscribe to the Portfolio Armor trading Substack below.&nbsp;
And if you&#8217;d rather limit your risk here, you can download the Portfolio Armor app by&nbsp;aiming your iPhone camera at the QR code below (or by&nbsp;<a href="https://apps.apple.com/us/app/portfolio-armor/id394951144">tapping here</a>, if you&#8217;re reading this on your phone).&nbsp;
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Options

Opinion

Even Pharma Rallied On Monday

Management

Press Releases

Nurix Therapeutics Appoints Drug Development Expert Roy D. Baynes, MB.Bch., M.Med., Ph.D., to Its Board of Directors

Financing

Nurix Therapeutics Reports Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)

Health Care

Nurix Announces U.S. FDA Orphan Drug Designation Granted to Bexobrutideg (NX-5948) for the Treatment of Waldenström Macroglobulinemia

Nurix Therapeutics Announces Multiple Presentations at the American Association for Cancer Research (AACR) 2025 Annual Meeting

Contracts

Nurix Licenses a Drug Discovery Program to Sanofi Targeting a Novel Transcription Factor for Autoimmune Diseases

Nurix Therapeutics Reports First Quarter 2025 Financial Results and Provides a Corporate Update

Nurix Announces FDA Clearance of IND Application for GS-6791/NX-0479 - a Novel IRAK4 Degrader for Inflammatory Conditions

Nurix Therapeutics Presents Positive Preclinical Data at the AACR 2025 Annual Meeting from Multiple Orally Available, Brain Penetrant Degraders Against Three High Value Oncology Targets

Nurix Therapeutics Presents Data at the AACR 2025 Annual Meeting Highlighting the Transformative Potential of Its Proprietary DEL-AI Platform Leveraging Machine Learning to Speed the Discovery of Novel Drugs

Akebia Therapeutics

Ardelyx

ArriVent BioPharma

Anavex Life Sciences Corp. - Common Stock

Anavex Life Sciences

Bicara Therapeutics

CareDx

Day One Biopharmaceuticals, Inc. - Common Stock

Day One Biopharmaceutical

Dianthus Therapeutics, Inc. - Common Stock

Dianthus Therapeutics

Geron

Gyre Therapeutics

Immunome

Iovance Biotherapeutics, Inc. - Common Stock

Iovance Biotherapeutics

KalVista Pharmaceuticals, Inc. - Common Stock

KalVista Pharma

Mineralys Therapeutics, Inc. - Common Stock

Mineralys Therapeutics

Intellia Therapeutics, Inc. - Common Stock

Intellia Therapeutics

Novavax

Pharming Group N.V. - ADS, each representing 10 ordinary shares

Pharming

Praxis Precision Medicines, Inc. - Common Stock

Praxis Precision Medicine

Rocket Pharmaceuticals, Inc. - Common Stock

Rocket Pharmaceuticals

Arcus Biosciences

Syndax Pharmaceuticals, Inc. - Common Stock

Syndax Pharmaceuticals

Spyre Therapeutics

Vir Biotechnology

Xencor

Zymeworks

Needham

Wells Fargo

Stifel

HC Wainwright & Co.

Leerink Partners

수요일(23일) 캐시 우드가 이끄는 아크 인베스트는 엔비디아(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)와 AMD(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>)에 대한 노출을 증가시켰다. 이러한 거래는 반도체 산업에서 지속적인 어려움, 특히 미국의 제재가 중국에 대한 칩 판매에 영향을 미치고 있는 상황에서 이루어졌다.
<h3>엔비디아 거래</h3>
아크 인베스트의 ARK 자율 기술 및 로보틱스 ETF(BATS:<a class="ticker" href="https://www.benzinga.com/stock/ARKQ#BATS">ARKQ</a>)는 엔비디아 주식 4,731주를 매수했다. 종가는 102.71달러로 마감하며 전날보다 3.86% 상승했다. 이 거래의 총 가치는 약 485,921달러에 달한다. 이 구매는 아크 인베스트가 지닌 엔비디아의 잠재력에 대한 신뢰를 나타내며, 중국의 기술 대기업인 알리바바와 텐센트가 미국의 제재로 인해 엔비디아의 AI 칩을 <a href="https://www.benzinga.com/25/04/44963176/chinese-tech-firms-led-by-alibaba-hoard-nvidia-ai-chips-amid-us-sanctions" target="_blank" rel="noopener">비축하고 있는 상황</a>에서 이루어졌다. 이 칩들은 특히 H20 모델로, 미국의 규제 요건을 충족하도록 설계되었지만, 배송 제한의 위협으로 인해 중국 기업들로부터의 수요가 급증했다.
<h3>AMD 거래</h3>
아크 인베스트의 ARKQ ETF가 AMD 주식 1,808주를 매수했다. AMD의 주가는 4.79% 상승하며 90.39달러로 마감해 이번 매수는 총 163,425달러의 가치가 있다. 이는 AMD가 반도체 분야에서의 입지를 강화하고 있는 가운데 이루어졌다.
화요일에도 이미 아크는 <a href="https://www.benzinga.com/25/04/44940763/ark-invests-bold-moves-nvidia-amd-airbnb-and-microsoft-in-focus" target="_blank" rel="noopener">AMD 주식</a>을 214만 달러 상당 매입했고, 엔비디아 주식은 109만 달러 상당을 매입했다. 두 회사 모두 중국을 겨냥한 미국의 수출 제한을 받고 있다.
<h3>기타 주요 거래</h3>
<ul>
<li>ARKW를 통해 마이크로소프트 주식 182주를 매도했다.</li>
<li>ARKF를 통해 유아이패스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PATH#NYSE">PATH</a>) 주식 40,015주, ARKW를 통해 8,273주를 매도했다.</li>
<li>ARKG를 통해 뉴릭스 테라퓨틱스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NRIX#NASDAQ">NRIX</a>) 주식 104,048주를 매수했다.</li>
<li>ARKG ETF에서 어댑티브 바이오테크놀로지스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ADPT#NASDAQ">ADPT</a>) 주식 147,820주를 매도했다.</li>
<li>ARKG ETF를 통해 10X 지노믹스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TXG#NASDAQ">TXG</a>) 주식 80,661주를 매수했다.</li>
</ul>
사진 제공: T. Schneider on Shutterstock.com
이 기사는 <a href="https://www.benzinga.com/author/benzinga-neuro">Benzinga Neuro</a>를 사용하여 생성되었으며, <a href="https://www.benzinga.com/author/shivdeep-dhaliwal">Shivdeep Dhaliwal</a>이 편집했습니다.
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캐시 우드가 이끄는 아크 펀드(Ark Funds)는 미래 성장 <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/10/41593922/cathie-woods-ark-invest-sees-tesla-unlocking-11-trillion-revenue-potential-with-rob" target="_blank" rel="noopener" data-google-interstitial="false">혁신 분야</a>에 중점을 두고 적극적으로 관리되는 ETF들 덕분에 가장 잘 알려진 펀드 매니저 중 하나이다.
이 펀드의 ETF 두 개가 목요일에 10주년을 맞이했다. 이들 펀드의 출시와 지난 10년 동안의 성과를 살펴보겠다.
아크 이노베이션: 우드와 <a href="https://www.benzinga.com/topic/ark-funds">아크 펀드</a>는 Ark Innovation ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ARKK#NYSE">ARKK</a>)를 2014년 10월 31일에 출시했다. 이 펀드는 이 회사의 가장 유명하고 가장 큰 펀드로 성장했으며, 현재 57억 8천만 달러의 운용 자산을 보유하고 있다.
&#8220;ARRK는 자본의 장기적 성장을 추구하는 액티브하게 관리되는 ETF로, 일반적으로 국내 및 해외 주식에 주로 투자하여 펀드의 투자 테마인 파괴적 혁신(disruptive innovation)와 관련된 회사들에 투자한다&#8221;고 이 회사의 <a href="https://www.ark-funds.com/funds/arkk">웹사이트</a>에서 설명한다.
파괴적 혁신 테마에는 자율 이동성, 정밀 치료, 차세대 클라우드, 신경망, 지능형 기기, 디지털 지갑, 디지털 자산, 스마트 계약 및 멀티오믹 기술이 포함된다.
&#8220;ARK는 &#8216;파괴적 혁신&#8217;을 세상이 돌아가는 방식에 잠재적으로 도전할 수 있는 기술적으로 구현된 새로운 제품이나 서비스의 도입으로 정의한다.&#8221;
현재 ARKK ETF의 상위 10개 보유 종목과 그 순자산 비율은 다음과 같다:
<ol>
<li>테슬라 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>): 14.1%</li>
<li>로쿠 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ROKU#NASDAQ">ROKU</a>): 10.8%</li>
<li>코인베이스 글로벌 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COIN#NASDAQ">COIN</a>): 8.1%</li>
<li>로블록스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RBLX#NYSE">RBLX</a>): 6.2%</li>
<li>팔란티어 테크놀로지스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NYSE">PLTR</a>): 5.1%</li>
<li>로빈후드 마켓 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HOOD#NASDAQ">HOOD</a>): 5.0%</li>
<li>블록 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SQ#NYSE">SQ</a>): 4.9%</li>
<li>크리스퍼 테라퓨틱스 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRSP#NASDAQ">CRSP</a>): 4.5%</li>
<li>쇼피파이 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SHOP#NYSE">SHOP</a>): 3.9%</li>
<li>유아이패스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PATH#NYSE">PATH</a>): 2.9%</li>
</ol>
이 펀드 설립 이래로 이 ETF의 수익률은 161.4% 상승했다. 이 수익률은 S&amp;P 500을 추적하는 SPDR S&amp;P 500 ETF Trust(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>)의 현재 10년 수익률에는 미치지 못한다.
아래의 표는 ARKK의 수익률이 SPY와 어떻게 비교되는지를 보여준다. SPY는 <a href="https://www.benzinga.com/etfs/broad-u-s-equity-etfs/24/10/41407647/spy-reaches-600-billion-in-assets-oldest-us-ETF-hits-milestone-as-all-time-highs-conti">가장 오래되고 가장 큰</a> 미국 ETF이다:
<figure class="wp-block-table">
<table style="overflow:auto; height: 90px; display: block;">
<tbody>
<tr>
<td>평균 연간 수익률</td>
<td>ARKK</td>
<td>SPY</td>
</tr>
<tr>
<td>1년</td>
<td>+19.9%</td>
<td>+36.2%</td>
</tr>
<tr>
<td>3년</td>
<td>-24.3%</td>
<td>+11.8%</td>
</tr>
<tr>
<td>5년</td>
<td>+2.6%</td>
<td>+15.8%</td>
</tr>
<tr>
<td>ARKK 설립 이래 2014년 10월 31일 기준</td>
<td>+10.2%</td>
<td>+13.2%</td>
</tr>
</tbody>
</table>
</figure>
아래의 차트는 <a href="https://www.benzinga.com/pro/?utm_source=BZprocontent103124&amp;t=be2bearmibe3na1">Benzinga Pro</a>에서 제공한 ARKK의 10년 수익률을 보여준다.
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/pro/?utm_source=BZprocontent103124&amp;t=be2bearmibe3na1"><img loading="lazy" decoding="async" class="wp-image-624517" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/10/31133929/Screenshot-224.png" sizes="(max-width: 1003px) 100vw, 1003px" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/10/31133929/Screenshot-224.png 1003w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/10/31133929/Screenshot-224-300x153.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/10/31133929/Screenshot-224-768x393.png 768w" alt="" width="1003" height="513" /></a></figure>
비교를 위해 SPY의 10년 차트도 보여드리겠다.
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/pro/?utm_source=BZprocontent103124&amp;t=be2bearmibe3na1"><img loading="lazy" decoding="async" class="wp-image-624522" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/10/31134001/Screenshot-226.png" sizes="(max-width: 995px) 100vw, 995px" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/10/31134001/Screenshot-226.png 995w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/10/31134001/Screenshot-226-300x153.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/10/31134001/Screenshot-226-768x392.png 768w" alt="" width="995" height="508" /></a></figure>
다음 읽어보기: <a href="https://www.benzinga.com/markets/penny-stocks/23/08/34102486/exclusive-cathie-wood-tells-benzinga-why-tesla-should-trade-as-a-tech-stock">독점: 캐시 우드가 테슬라가 기술 주식으로 거래되어야 하는 이유를 Benzinga에 말했다.</a>
아크 지노믹스: Ark Genomic Revolution ETF(BATS:<a class="ticker" href="https://www.benzinga.com/stock/ARKG#BATS">ARKG</a>)는 2014년 10월 31일에 아크 펀드에 의해 출시되었다. 현재 이 ETF 펀드는 13억 3천만 달러의 자산을 운용하고 있다.
&#8220;ARKG는 자본의 장기적 성장을 추구하는 액티브하게 관리되는 ETF로, 일반적으로 헬스 케어, 정보 기술, 소재, 에너지 및 소비재 등 여러 섹터의 국내외 주식에 주로 투자하며, 펀드의 투자 테마인 유전체 혁명(genomics revolution)과 관련된 회사들에 투자한다&#8221;고 이 회사의 <a href="https://www.ark-funds.com/funds/arkg">웹사이트</a>에서 설명한다.
이 유전체 혁명 ETF의 테마에는 정밀 치료, 멀티오믹 기술, 프로그래머블 생물학, 신경망, 차세대 클라우드 및 적응형 로보틱스가 포함된다.
현재 ARKG ETF의 상위 10개 보유 종목과 그 순자산 비율은 다음과 같다:
<ol>
<li>트위스트 바이오사이언스 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TWST#NASDAQ">TWST</a>): 8.7%</li>
<li>리커젼 파마슈티컬스 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RXRX#NASDAQ">RXRX</a>): 7.0%</li>
<li>크리스퍼 테라퓨틱스: 7.0%</li>
<li>케어Dx (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CDNA#NASDAQ">CDNA</a>): 5.1%</li>
<li>어댑티브 바이오테크놀로지스 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ADPT#NASDAQ">ADPT</a>): 4.7%</li>
<li>베라사이트 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VYCT#NASDAQ">VYCT</a>): 4.6%</li>
<li>아이오니스 파마슈티컬스 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/IONS#NASDAQ">IONS</a>): 4.3%</li>
<li>누릭스 테라퓨틱스 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NRIX#NASDAQ">NRIX</a>): 4.1%</li>
<li>나테라 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NTRA#NASDAQ">NTRA</a>): 3.8%</li>
<li>10x 지노믹스 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TXG#NASDAQ">TXG</a>): 3.8%</li>
</ol>
이 펀드 설립 이래로 이 ETF의 수익률은 38.9% 상승했다. 이 수익률은 현재 SPDR S&amp;P 500 ETF Trust의 10년 수익률에는 미치지 못한다.
ARKG의 수익률이 SPY와 어떻게 비교되는지를 살펴보겠다.
<figure class="wp-block-table">
<table style="overflow:auto; height: 90px; display: block;">
<tbody>
<tr>
<td>평균 연간 수익률</td>
<td>ARKG</td>
<td>SPY</td>
</tr>
<tr>
<td>1년</td>
<td>-7.9%</td>
<td>+36.2%</td>
</tr>
<tr>
<td>3년</td>
<td>-29.9%</td>
<td>+11.8%</td>
</tr>
<tr>
<td>5년</td>
<td>-1.9%</td>
<td>+15.8%</td>
</tr>
<tr>
<td>ARKG 설립 이래 2014년 10월 31일 기준</td>
<td>+3.3%</td>
<td>+13.2%</td>
</tr>
</tbody>
</table>
</figure>
다음은 ARKG의 10년 차트다.
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/pro/?utm_source=BZprocontent103124&amp;t=be2bearmibe3na1"><img loading="lazy" decoding="async" class="wp-image-624525" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/10/31134031/Screenshot-225.png" sizes="(max-width: 993px) 100vw, 993px" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/10/31134031/Screenshot-225.png 993w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/10/31134031/Screenshot-225-300x154.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/10/31134031/Screenshot-225-768x394.png 768w" alt="" width="993" height="510" /></a></figure>
중요성 (Why It&#8217;s Important): 위의 차트들은 ARKK와 ARKG가 모두 투자자들에게 몇 년 동안 강력한 성장과 수익률을 경험했지만, 최근 몇 년 동안은 더 넓은 S&amp;P 500 시장 지수를 하회한 것을 보여준다.
한때 이 ETF들은 가장 화제가 된 펀드들 중 하나였으며, 이 회사의 일일 거래 활동은 종종 주식을 상승시켰다. 이는 우드의 뛰어난 성과 덕분이다.
S&amp;P 500 ETF는 분기마다 리밸런싱을 하지만, 이 액티브하게 관리되는 펀드는 거의 매일 거래를 완료한다. 종종 주가가 상승하는 주식의 평균 매입가가 시간이 지남에 따라 상승하여 수익률에 부정적인 영향을 미칠 수 있다.
아크 펀드는 일반적으로 향후 5년에서 10년 동안 강력한 성장을 할 것으로 믿는 회사들에 투자한다. 이는 펀드의 수익률이 때때로 몇 년이 걸려야 나타날 수 있음을 의미한다.
우드는 엔비디아의 주식을 2014년에 약 5달러에 매수한 것과 같이 많은 테마에 대해 일찍 투자한 바 있다. 이는 가장 최근의 주식 분할 이전의 일이었다. 이 펀드는 나중에 2022년 말과 2023년 초에 이 포지션에서 완전히 매도하여 지난 2년 가까이 <a style="font-size: revert;" href="https://www.benzinga.com/general/education/24/02/37294405/heres-how-much-cathie-wood-ark-invest-flagship-fund-missed-by-selling-nvidia-early">엄청난 수익을 놓쳤</a>다.
이 펀드 매니저는 또한 테슬라 성장 스토리에 일찍 투자했다. 2018년 2월에 이 전기차 회사에 대해 $4,000 목표 주가를 <a href="https://www.benzinga.com/news/22/03/26046331/if-you-invested-1-000-in-tesla-when-cathie-wood-made-her-4-000-prediction-heres-how-much-youd-have-n-1" target="_blank" rel="noopener">예측</a>했다. 당시에는 가격 예측으로 비웃음거리가 되었지만, 주가는 2021년 1월에 분할 기준으로 목표 주가에 도달했다.
테슬라에 대한 예측이 맞아들어간 것은 우드의 펀드 매니저로서의 위상을 높이는 데 도움이 되었고, 아크 펀드 ETF들에 대한 관심이 증가하는 계기가 되었다.
최근 몇 년 동안 아크 펀드 ETF들에 대한 관심이 식었지만, 많은 투자자들은 여전히 그들의 영향을 기억하고 일일 거래 활동을 계속 추적하며, 우드가 향후 5년에서 10년 동안 보유할 주식을 주의 깊게 지켜보고 있다.

다음 읽어보기:
<ul>
<li><a href="https://www.benzinga.com/markets/cryptocurrency/23/08/34028505/exclusive-why-does-cathie-wood-think-bitcoin-is-going-to-1-million-what-does-she-know-that">독점: 캐시 우드는 왜 비트코인이 100만 달러에 이를 것이라고 생각하는가? 그녀는 무엇을 알고 있기에?</a></li>
</ul>
이미지 제공: Ark Invest 및 Shutterstock.
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캐시 우드의 아크 이노베이션, 지노믹스 ETF가 10주년을 기념: 연간 수익률을 S&P 500과 비교

오늘 월요일 아침 미국 주식 선물이 약간 하락하고 있는 가운데, 오늘 투자자들의 관심을 끌 수 있는 주식은 다음과 같습니다:
1. 월스트리트는 카루(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KARO#NASDAQ">KARO</a>)가 분기 실적을 주당 39센트의 이익과 6,323만 달러의 매출로 발표할 것으로 예상하고 있다. <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a>의 데이터에 따르면, 카루(Karooooo)의 주식은 시간외 거래에서 14.4% 상승하여 50.00달러에 거래되었다.
2. 인네이트 파마 S.A.(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/IPHA#NASDAQ">IPHA</a>)는 조나단 딕킨슨(Jonathan Dickinson)을 새로운 CEO로 임명하였으며, 11월 1일부터 효력을 발휘합니다. 인네이트 파마의 주식은 금요일에 5.6% 상승하여 2.07달러에 마감되었다.
3. 누릭스 테라퓨틱스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NRIX#NASDAQ">NRIX</a>)는 3분기 실적이 예상보다 좋게 나타났다. 이 회사는 주당 67센트의 분기 손실을 보고했으며, 이는 애널리스트의 예상 손실인 70센트보다 좋았다. 누릭스 테라퓨틱스의 주식은 시간외 거래에서 2% 상승하여 24.10달러에 거래되었다.
프리마켓 보도를 <a href="https://www.benzinga.com/premarket/">여기에서 확인하세요</a>
4. 보잉 컴퍼니(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>)는 3분기 주당 9.97달러의 예상 손실과 178억 달러의 매출을 보고하였다. 또한, 이 회사는 인력을 10% 줄일 것이라고 발표했다. 보잉의 주식은 시간외 거래에서 0.9% 하락하여 149.60달러에 거래되었다.
5. 차이나 리버럴 에듀케이션 홀딩스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CLEU#NASDAQ">CLEU</a>)는 상반기 주당 2.04달러의 손실을 보고하였으며, 작년 동기에는 주당 18센트의 이익과 비교된다. 이 회사는 반기 매출이 89만 달러였다고 보고했다. 차이나 리버럴의 주식은 시간외 거래에서 2.8% 하락하여 0.2965달러에 거래되었다.
이것도 확인하세요: 
<ul>
<li><a href="https://www.benzinga.com/markets/24/10/41304700/cvs-has-real-value-jim-cramer-says-micron-had-an-amazing-quarter">CVS는 &#8216;실제 가치&#8217;가 있다, 짐 크래이머가 말하다: 마이크론은 &#8216;놀라운&#8217; 분기를 보냈다</a></li>
</ul>
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