에 대한 최신 뉴스 Qorvo (NASDAQ:QRVO) 주식

QORVO INC

Qorvo

Qorvo represents the combined entity of RF Micro Devices and TriQuint Semiconductor, which merged in January 2015. The company specializes in radio frequency filters, power amplifiers, and front-end modules used in many of the world's most advanced smartphones. Qorvo also has a suite of products sold into a variety of nonsmartphone end markets, such as wireless base stations, cable TV and networking equipment, and infrastructure and military applications.

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반도체 섹터가 변화의 바람을 맞이하고 있고, JP모건의 할란 서(Harlan Sur)는 이를 명확히 전달하고 있다. &#34;결과는 예상에 부합하겠지만, 관세/무역 관련 역학이 약한 2분기/하반기 25와 부정적인 이익 수정 사이클을 이끌 것&#34;이라고 말했다. 이는 월스트리트에서의 &#39;준비하라&#39;는 의미로, 상황이 험난해질 것이라는 예고이다.

브로드컴, 마벨, 시놉시스: 다가오는 폭풍 속에 부서지지 않을 칩 기업들

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월요일에 애플(NASDAQ:AAPL)은 인공지능(AI) 실리콘 엔지니어링을 포함한 이니셔티브를 지원하기 위해 향후 4년 동안 미국에 5천억 달러 이상의 투자를 약속했다. CEO 팀 쿡은 애플이 텍사스에 첨단 기술을 구축하기 위해 첨단 제조 기금을 두 배로 늘리고 있다고 언급했다.

애플, AI 추진을 위해 미국에 5,000억 달러 투자, 미국 제조 기술 강화 계획

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코보(NASDAQ:QRVO)는 화요일 시장 마감 후 제3분기 재무 결과를 발표했다. 이 발표로 주가가 시간외 거래에서 13% 이상 급등했다. 이번 분기의 주요 수치를 살펴보겠다. 상세 사항: 코보는 분기당 주당 순이익이 $1.61로, 애널리스트 컨센서스 추정치인 $1.20를 초과했다. 분기 매출은 $916.3백만으로, 애널리스트 컨센서스 추정치인 $901.51백만을 초과했다.

코보의 주식, 강력한 3분기 실적 발표 후 시간외 거래에서 13% 이상 급등

Qorvo Inc

In a grand show of celebration, President Donald Trump is preparing to mark his 79th birthday with a massive military parade in Washington D.C., an event anticipated to draw as many as 200,000 attendees.
The parade serves a dual purpose: it&#8217;s a birthday celebration for President Trump and a formal tribute to the U.S. Army. The event is timed to coincide with Trump&#8217;s birthday and the Father&#8217;s Day weekend.
The parade, which could set the federal government back by up to $45 million, is likely to attract both supporters and critics of the Trump administration. Nationwide &#8220;No Kings&#8221; Day protests are being organized by critics, who are expecting millions to voice their disapproval of Trump&#8217;s extensive use of executive authority.
The birthday parade follows a week of intense scrutiny for the president, who recently deployed&nbsp;the National Guard and marines&nbsp;to Los Angeles in response to protests. 
This decision was met with criticism from California Gov.&nbsp;Gavin Newsom&nbsp;and other national Democrats, who labeled it as authoritarian.
Also Read: <a href="https://www.benzinga.com/news/politics/25/06/45829416/trump-allegedly-calling-people-to-claim-elon-musk-has-serious-drug-problem-big-time-drug-addict">Trump Allegedly Calling People To Claim Elon Musk Has Serious Drug Problem: &#8216;Big-Time Drug Addict&#8217;</a>
Despite the controversy and potential thunderstorms, Trump&#8217;s birthday parade has been a long time coming. The president has expressed his wish to display America&#8217;s military might since before his first inauguration, inspired by the Bastille Day celebration in Paris.
The event, put together by America250, will host&nbsp;veterans, active-duty troops, wounded warriors, and Gold Star Families, along with&nbsp;members of the general public.&nbsp;
The display will include up to 120 military vehicles, such as&nbsp;Abrams tanks, Bradley Infantry Fighting&nbsp;Vehicles, and military helicopters.
The parade, despite its celebratory intent, comes at a time of heightened tension and controversy surrounding the Trump administration. 
The president&#8217;s decision to deploy military forces in response to protests in Los Angeles has sparked nationwide criticism, with many viewing it as an overreach of executive authority. The &#8220;No Kings&#8221; Day protests planned in response to the parade further underscore the division and discord that currently characterizes the political landscape. 
As such, the parade serves as a stark reminder of the ongoing debates about the balance of power in the U.S. government.
Read Next
<a href="https://www.benzinga.com/news/24/05/38633129/donald-trump-says-hes-not-concerned-about-his-legal-challenges-in-a-way-i-dont-care-life-is-life">Donald Trump Says He&#8217;s Not Concerned About His Legal Challenges: &#8216;In A Way, I Don&#8217;t Care &#8230; Life Is Life&#8217;</a>
Image: Shutterstock/Joey Sussman

Tanks, Helicopters, and a Parade: Inside Donald Trump's Over-the-Top 79th Birthday Bash

Doing the wrong things with your money can ruin relationships, hurt your investments, and move you further away from your long-term financial goals. That's why financial guru Humphrey Yang recently shared three things you shouldn't do with your money.&nbsp;
Following his advice can help you <a href="https://www.tiktok.com/@humphreytalks/video/7514024088457841950?lang=en">avoid a lot of heartache</a>. Getting rid of bad thoughts, habits, and actions will then free up more space to practice good money habits.
"It can get really messy," Yang stated if you do the wrong things with your money.
These are the three things Yang mentions in a recent TikTok.
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<h2 class="wp-block-heading">Lending Money To Your Friends And Family</h2>
Yang was quick to mention that you should avoid lending money to your friends and family. He makes this point clear within the first five seconds of the video and explains that lending money to friends and family can create unnecessary awkwardness and drama.
Imagine giving $10,000 to a family member who promises to pay it back but then they don't follow up on paying it back. It's going to make the relationship feel uncomfortable, especially if a friend or family member gives you a hard time when you ask for your money.
You can set a hard line and not lend a dollar to anyone. However, if you still want to give some money, you can give a much smaller amount as a gift. For instance, if a friend or family member asks for $10,000, you can give them $100 on the condition that they never ask you for money again. It may be better to set a hard stance and not give anyone any money right from the start, but each person is different.
Trending: Invest where it hurts — and help millions heal:<a href="https://www.benzinga.com/money/a-cure-for-osteoarthritis-powered-by-everyday-investors-cytonics-is-looking-to-beat-big-pharma-and-disrupt-a-390-billion-market"> Invest in Cytonics and help disrupt a $390B Big Pharma stronghold</a>.
<h2 class="wp-block-heading">Saving Money At A Big Bank That Pays Little To No Interest</h2>
Having some money in the bank is good in case a random expense comes up. Then, you won't have to sell your stocks and other assets to cover an emergency.&nbsp;
However, the bank account you use plays a big role in how much interest you earn. Many big banks rely on their branding and long history to attract customers. However, many of these same financial institutions have checking and savings accounts with low or no interest.&nbsp;
If you explore your options and consider online banking, it's easier to find high-yield savings accounts that offer up to 4% APY. If you save $10,000 at 4% APY, you will earn $400 during that year. However, big banks usually have much lower rates, meaning you'll receive far less than $400 with the same $10,000 balance.
See Also: Maximize saving for your retirement and cut down on taxes: <a href="https://www.benzinga.com/money/wideradvisor-retirement-planning">Schedule your free call with a financial advisor to start your financial journey – no cost, no obligation</a>.
<h2 class="wp-block-heading">Buying Rapidly Depreciating Assets</h2>
Yang also threw cold water on buying rapidly depreciating assets. He put cars and designer items in the spotlight as assets that quickly lose value.&nbsp;
Yang mentions that new cars lose 20% of their value the moment you drive them out of the dealership. Instead of getting a new car, you can save money with a used car that can still drive you from place to place. A car is one of the biggest expenses for most people, right behind housing. Looking in the used car market can save you well over $10,000 if you do your research.
He wraps up by encouraging people to avoid making purchases just for the sake of showing off. Designer bags fit this category, and while the bag may look nice, you can get a similar bag for a much lower price. Then, you can put the money you saved into the stock market and embark on the path toward long-term wealth.
Read Next:
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<li><a href="https://www.benzinga.com/money/are-you-rich">Are you rich?</a> Here&#8217;s what Americans think you need to be considered wealthy.</li>
<li>Peter Thiel turned $1,700 into $5 billion—now accredited investors are eyeing this software company with similar breakout potential. Learn how you can <a href="https://www.benzinga.com/money/how-peter-thiel-turned-his-roth-ira-into-5-billion-and-why-accredited-investors-are-now-eyeing-this-smartphone-disruptor">invest with $1,000 at just $0.30/share.</a></li>
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Image: Shutterstock

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Humphrey Yang Reveals The Three Things That You Must Never Do With Your Money: 'It Can Get Really Messy'

Jasper Therapeutics, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JSPR#NASDAQ">JSPR</a>) is presenting data from the 180mg cohort of the Company's SPOTLIGHT Phase 1b/2a study of subcutaneous briquilimab in adult participants with CIndU at the European Academy of Allergy and Clinical Immunology (EAACI) Annual Congress. Briquilimab (subcutaneous) administration resulted in deep disease control at 180mg, with 12 of 12 participants (100%) enrolled in the cohort achieving a clinical response within the 8-week preliminary analysis period. The efficacy observed was rapid and durable, with 8 of 12 participants (66%) achieving clinical response by week 2, and 7 of 12 participants (58%) maintaining clinical response through week 8. Briquilimab continued to be well tolerated in the study, with no serious adverse events (SAEs) and no grade 3 or higher adverse events (AEs) reported in the 180mg cohort.

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JSPR

Jasper Therapeutics Reported Data from 180mg Cohort in SPOTLIGHT Study of Briquilimab in Chronic Inducible Urticaria; 11 of 12 Participants Enrolled In The 180mg Cohort Achieved A Complete Response

<a href="https://www.benzinga.com/markets/large-cap/25/06/45870128/meta-platforms-enters-its-most-bullish-month-a-return-to-record-highs-in-sight">Meta</a> (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) is reportedly preparing to invest more than $10 billion in Scale AI, a startup providing high-quality labeled data to companies building next-generation <a href="https://www.benzinga.com/news/25/05/45533284/the-models-are-getting-better-but-theyre-also-more-likely-to-be-good-at-bad-stuff-tech-experts-sound-the-alarm-as-ai-charges-on">AI</a> models, including OpenAI and Microsoft (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>). If finalized, the deal would rank among the largest private funding rounds in tech history,<a href="https://www.bloomberg.com/news/articles/2025-06-08/meta-s-billion-dollar-bet-cements-scale-ai-s-role-as-backbone-of-ai-market"> Bloomberg</a> reports.
San Francisco-based, Scale AI plays a pivotal role in the artificial intelligence supply chain by powering data pipelines used to train large language models like ChatGPT and Meta's Llama. According to<a href="https://www.investors.com/news/technology/meta-stock-scale-ai-generative-ai-2025-zuckerberg/"> Investor&#8217;s Business Daily</a>, Meta's potential investment builds on its prior participation in Scale's $1 billion Series F round in 2024, which valued the firm at $18 billion.
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<li>Deloitte's fastest-growing software company partners with Amazon, Walmart &amp; Target – Many are rushing to <a href="https://www.benzinga.com/money/mode-mobile-2">grab 4,000 of its pre-IPO shares for just $0.30/share!</a></li>
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<h2 class="wp-block-heading">A Strategic Play To Secure AI's Most Valuable Resource</h2>
While chips and talent dominate most AI headlines, data remains the less-publicized pillar essential to building models that mimic human reasoning, Bloomberg says. Scale AI provides structured and labeled data by deploying a global network of contractors, including experts with PhDs and graduate degrees in medicine, law, and molecular biology.
The firm's high-level contributors create test scenarios and reinforce learning strategies for AI systems, ensuring that models produce accurate and context-aware responses, especially in industries such as healthcare and tax law. According to Bloomberg, as of this year, 12% of Scale's contributors involved in improving AI models held PhDs in fields such as molecular biology, while more than 40% had a master's degree, law degree, or MBA in their area of expertise.
Trending: Maximize saving for your retirement and cut down on taxes: <a href="https://www.benzinga.com/money/wideradvisor-retirement-planning">Schedule your free call with a financial advisor to start your financial journey – no cost, no obligation</a>
Scale AI expects to generate $2 billion in revenue this year, more than doubling the $870 million earned last year, Bloomberg reports. This surge reflects the broader industry's increasing need for tailored datasets as synthetic training data begins to reach its performance limits.
<h2 class="wp-block-heading">Meta Aligns Infrastructure With Policy Power</h2>
Meta's relationship with Scale also serves the purpose of regulatory alignment. Scale CEO Alexandr Wang has become a regular presence in Washington, advising lawmakers on AI regulation and calling for a ‘national AI data reserve.' Bloomberg reports that lawmakers on Capitol Hill have welcomed his insights, viewing Scale as a bridge between Silicon Valley innovation and federal oversight.
Investor&#8217;s Business Daily says that Scale has also expanded its role in defense AI by contributing to projects such as Meta's Defense Llama model, designed for U.S. national security applications. This aligns Meta more closely with the U.S. government, following similar partnerships between Microsoft and OpenAI.
See Also:&nbsp; Invest where it hurts — and help millions heal:<a href="https://www.benzinga.com/money/a-cure-for-osteoarthritis-powered-by-everyday-investors-cytonics-is-looking-to-beat-big-pharma-and-disrupt-a-390-billion-market"> Invest in Cytonics and help disrupt a $390B Big Pharma stronghold</a>.&nbsp;
<h2 class="wp-block-heading">Risks, Scrutiny, And The Road Ahead</h2>
Despite its success, Scale has faced criticism for labor practices involving overseas contractors in countries like Kenya and the Philippines, where some workers were paid relatively little and reported psychological distress from reviewing harmful online content, Bloomberg reports. According to <a href="https://techcrunch.com/2025/05/09/the-department-of-labor-just-dropped-its-investigation-into-scale-ai/">TechCrunch</a>, the U.S. Department of Labor has since closed its investigation into the company's compliance with wage regulations, but ongoing scrutiny remains a reputational concern.
According to Bloomberg, insiders say discussions between Meta and Scale are ongoing and could still shift. Regardless of a final number, Meta's expected commitment may redefine the race for control of the AI data layer, strengthening Scale AI's position at the heart of artificial intelligence's next chapter.
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<li><a href="https://www.benzinga.com/money/are-you-rich">Are you rich?</a> Here&#8217;s what Americans think you need to be considered wealthy.</li>
<li>Peter Thiel turned $1,700 into $5 billion—now accredited investors are eyeing this software company with similar breakout potential. Learn how you can <a href="https://www.benzinga.com/money/how-peter-thiel-turned-his-roth-ira-into-5-billion-and-why-accredited-investors-are-now-eyeing-this-smartphone-disruptor">invest with $1,000 at just $0.30/share.</a></li>
</ul>
Image: Shutterstock

Meta In Talks To Invest Over $10B In Scale AI — Possibly The Biggest Private AI Deal This Year

Some people accumulate wealth over many decades to end up with $1 million, while others get it quicker due to specific circumstances.&nbsp;
A 29-year-old Redditor found himself in this position after winning a lawsuit he filed due to a motorcycle accident. He's set to <a href="https://www.reddit.com/r/DaveRamsey/comments/1l83vxz/i_think_i_just_became_a_milionaire/">receive $1.3 million</a>, which is a big jump since he had previously saved no more than $15,000.
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<li>Peter Thiel turned $1,700 into $5 billion—now accredited investors are eyeing this software company with similar breakout potential. Learn how you can <a href="https://www.benzinga.com/money/how-peter-thiel-turned-his-roth-ira-into-5-billion-and-why-accredited-investors-are-now-eyeing-this-smartphone-disruptor">invest with $1,000 at just $0.30/share.</a></li>
</ul>
Receiving more money doesn't guarantee long-term wealth. Many lottery winners go broke, but that may not be the case for the Redditor, granted he didn't win the lottery. That's because he reached out to the Dave Ramsey subreddit for advice.
"What am I supposed to do with this money?" he asked.
These were some of the suggestions Redditors offered.
<h2 class="wp-block-heading">Put The Money In A High-Yield Savings Account</h2>
You don't have to make aggressive investments with the fortune to make enough cash. One Redditor suggested a high-yield savings account. It's possible to find accounts that offer 4% APY, and that translates into $52,000 per year.&nbsp;
It's good supplemental income that may be enough to cover most of the Redditor's expenses. He was a firefighter before the accident and earned $80,000 to $85,000 per year. He has been receiving disability pay that equals 80% of his salary, and he's set to work again by the end of the summer.
Trending: Invest where it hurts — and help millions heal:<a href="https://www.benzinga.com/money/a-cure-for-osteoarthritis-powered-by-everyday-investors-cytonics-is-looking-to-beat-big-pharma-and-disrupt-a-390-billion-market"> Invest in Cytonics and help disrupt a $390B Big Pharma stronghold</a>.
His salary as a firefighter seems to be enough since he only has one debt. He just has a $60,000 home loan from the bank and paid for his vehicles with cash.
<h2 class="wp-block-heading">Don't Make Dramatic Changes To Your Lifestyle</h2>
One commenter told the 29-year-old to make any dramatic changes to his lifestyle, and there are a few reasons why this is great advice. While $1.3 million is a great starting point, it's not enough to quit your job and retire.&nbsp;
Furthermore, making significant changes to your lifestyle and letting people know about your wealth can attract the wrong type of attention. You might attract ‘friends' who want you to spend money on them and then disappear the moment your funds run dry.&nbsp;
Life can be easier if the firefighter maintains his lifestyle and continues to work every day. The commenter suggested the 29-year-old can be in a mode that's between easy and standard difficulty instead of "constantly grinding just to pay the rent."
See Also: Maximize saving for your retirement and cut down on taxes: <a href="https://www.benzinga.com/money/wideradvisor-retirement-planning">Schedule your free call with a financial advisor to start your financial journey – no cost, no obligation</a>.&nbsp;
<h2 class="wp-block-heading">Put Money In A Brokerage Account After Establishing An Emergency Fund</h2>
One commenter suggested establishing an emergency fund that can cover six to 12 months of living expenses and putting the rest into a brokerage account. The firefighter doesn't have to get fancy with his investments. Some low-cost ETFs that mirror key benchmarks like the S&amp;P 500 or Nasdaq Composite should be sufficient.
The commenter then said that the 29-year-old should forget that the account exists and let it grow undisturbed. Regarding the emergency fund, the commenter suggested looking for a high-yield savings account, just like an earlier commenter.&nbsp;
This approach gives the 29-year-old enough money to cover emergency expenses while knowing that most of the $1.3 million is growing over time.
Read Next:
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<li><a href="https://www.benzinga.com/money/are-you-rich">Are you rich?</a> Here&#8217;s what Americans think you need to be considered wealthy.</li>
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</ul>
Image: Shutterstock

A 29-Year-Old Suddenly Became A Millionaire And Turned To The Dave Ramsey Subreddit For Advice: 'What Am I Supposed To Do With This Money'

Dundee Precious Metals (OTCPK: DPMLF) has signed a deal to acquire UK-based Adriatic Metals (OTC:<a class="ticker" href="https://www.benzinga.com/stock/ADMLF#OTC">ADMLF</a>) for $1.25 billion. The agreement will give Canadian miner control of Adriatic's flagship Vareš <a href="https://www.benzinga.com/topic/silver">silver-zinc operation</a> in Bosnia, expanding its strategic footprint in southeastern Europe. It is Dundee's most significant move yet to boost production growth and diversify cash flow.
"Vareš is a logical fit with our portfolio, as it significantly increases DPM's mine life while adding near-term production growth, a highly prospective land package, and cash flow diversification," Dundee CEO David Rae <a href="https://dundeeprecious.com/news-media/news-releases/dundee-precious-metals-announces-proposed-acquisit-10180/">said</a> in a statement. "We are well-positioned to leverage our expertise in underground mining, our regional presence, and our financial strength to optimize the operation and unlock its full value potential."
Under the mixed cash and stock terms of agreement, Adriatic shareholders will receive 268 British pence per share, comprising 93 pence in cash and 0.1590 of a Dundee share, representing a 50.5% premium to Adriatic's closing price of 177.8 pence on May 19. The acquisition will be implemented through a court-sanctioned scheme of arrangement under UK law.
Upon completion, Dundee shareholders will hold approximately 75.3% of the enlarged entity, while Adriatic shareholders will own the remaining 24.7%. Dundee has already secured support for the deal from Adriatic's board and major shareholders representing 37.2% of the UK firm's share capital.
The key asset in the acquisition is located about 50 kilometers north of Sarajevo. It is a high-grade underground mine producing silver-zinc and lead-silver-gold concentrates. It has a 15-year mine life based on current reserves and is expected to produce approximately 168,000 ounces of gold equivalent annually, with a life-of-mine all-in sustaining cost of $893 per ounce.
Dundee forecasts the project will generate $2.1 billion in post-tax cash flow over its life, with a post-tax net present value of $1.6 billion at a 5% discount rate, based on long-term metal prices.
"Vareš remains firmly on track to become a low-cost precious metals producer, underpinned by a high-grade deposit and strong exploration upside," Adriatic CEO Laura Tyler said. "This transaction brings together complementary strengths to create a diversified mining company with meaningful scale."
Adriatic's portfolio also includes the Raška zinc-silver project in Serbia, providing Dundee with exploration and development potential in the region. The merged company will be headquartered in Toronto, and Adriatic's UK office will close. Tyler and CFO Michael Horner will exit following the transaction, and Adriatic's board will step down.
BMO Capital Markets advised Dundee, while RBC Capital Markets and Macquarie Capital advised Adriatic. The transaction is expected to close by the end of 2025, subject to shareholder and regulatory approvals, including from the Bosnian Competition Council.
Read Next: <a href="https://www.benzinga.com/markets/commodities/25/06/45930878/canada-risks-losing-billions-annually-without-critical-minerals-action">Canada Risks Losing $8.7B Annually Without Critical Minerals Action</a>

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Dundee To Acquire Adriatic Metals In $1.25B Deal For Bosnian Silver-Zinc Mine

Each week,&nbsp;Benzinga&#8217;s Stock Whisper Index&nbsp;uses a combination of proprietary data and pattern recognition to showcase five stocks that are just under the&nbsp;<a href="https://www.benzinga.com/topic/stock-whisper-index" target="_blank" rel="noreferrer noopener">surface and deserve attention</a>.
Investors are constantly on the hunt for undervalued, under-followed and emerging stocks. With countless methods available to retail traders, the challenge often lies in sifting through the abundance of information to uncover new opportunities and understand why certain stocks should be of interest.
Read Also:&nbsp;<a href="https://www.benzinga.com/trading-ideas/long-ideas/25/06/45750724/exclusive-mays-20-most-searched-tickers-on-benzinga-pro-where-do-apple-palantir-coreweave-nvidia-rank" target="_blank" rel="noreferrer noopener">EXCLUSIVE: May's 20 Most-Searched Tickers On Benzinga Pro — Where Do Apple, Palantir, CoreWeave, Nvidia Rank?</a>
Here's a look at the Benzinga Stock Whisper Index for the week ending June 13:
Intuit Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTU#NASDAQ">INTU</a>): The owner of TurboTax and other financial products saw strong interest from investors during the week. The company saw Wells Fargo maintain an Overweight rating and <a href="https://www.benzinga.com/quote/INTU/analyst-ratings">raise the price target</a> from $825 to $880. Intuit stock trades near all-time highs and has been gaining momentum since third-quarter results in May. The company beat analyst estimates for both revenue and earnings per share in the quarter. Analysts raised their price targets back in May with Wells Fargo latest note signaling more confidence in the company. Intuit's Mailchimp also <a href="https://investors.intuit.com/news-events/press-releases/detail/1257/intuit-mailchimp-unveils-powerful-new-suite-of-tools-at-fwd-london-to-help-businesses-unlock-their-customer-data">unveiled </a>a new set of tools at FWD: London during the week, which may create optimism for the potential of this segment.
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0613"><img loading="lazy" decoding="async" width="1001" height="501" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/13180145/Screenshot-450.png" alt="" class="wp-image-949714" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/13180145/Screenshot-450.png 1001w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/13180145/Screenshot-450-300x150.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/13180145/Screenshot-450-768x384.png 768w" sizes="(max-width: 1001px) 100vw, 1001px" /></a></figure>
Casella Waste Systems (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CWST#NASDAQ">CWST</a>): The solid waste removal company returns to the <a href="https://www.benzinga.com/trading-ideas/25/04/45029510/benzingas-stock-whisper-index-5-stocks-investors-secretly-monitor-but-dont-talk-about-yet-62">Stock Whisper Index</a> with shares near all-time highs. Casella previously appeared on the list in April ahead of first-quarter financial results. A stock like Casella could be attracting investors given the mostly recession proof element of the sector and as part of an industry that could avoid tariffs. The company recently announced it will ring the Opening Bell at the Nasdaq on Tuesday, June 17, which could keep the stock in the spotlight next week.
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0613"><img loading="lazy" decoding="async" width="993" height="494" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/13180159/Screenshot-451.png" alt="" class="wp-image-949715" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/13180159/Screenshot-451.png 993w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/13180159/Screenshot-451-300x149.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/13180159/Screenshot-451-768x382.png 768w" sizes="(max-width: 993px) 100vw, 993px" /></a></figure>
Carpenter Technology Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRS#NYSE">CRS</a>): The specialty metals company saw increased interest from readers during the week. The company reported third-quarter results in April with earnings per share beating estimates for a fifth straight quarter, while revenue came in shy of analyst estimates. Shares near all-time highs and are up over 45% year-to-date. The company received <a href="https://www.benzinga.com/quote/CRS/analyst-ratings">several analyst notes</a> in recent weeks with BTIG maintaining a Buy rating and raising the price target from $255 to $275 and Benchmark maintaining a Buy rating and raising the price target from $250 to $300.
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0613"><img loading="lazy" decoding="async" width="999" height="499" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/13180213/Screenshot-452.png" alt="" class="wp-image-949716" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/13180213/Screenshot-452.png 999w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/13180213/Screenshot-452-300x150.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/13180213/Screenshot-452-768x384.png 768w" sizes="(max-width: 999px) 100vw, 999px" /></a></figure>
Wheaton Precious Metals Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WPM#NYSE">WPM</a>): Gold mining stocks have dominated the Stock Whisper Index in recent weeks and this week its Wheaton Precious Metals seeing strong interest from readers as the stock trades near all-time highs. The price of gold has <a href="https://www.benzinga.com/news/large-cap/25/05/45484902/gold-mining-stocks-were-among-top-10-large-cap-losers-last-week-may-12-may-16-are-these-in-your-portfolio">soared in recent weeks </a>and silver <a href="https://www.benzinga.com/markets/commodities/25/06/45792880/silver-hits-12-year-high-peter-schiff-says-rallys-just-starting">hit a new 12-year high. </a>In May, Wheaton Precious Metals beat earnings per share and revenue estimates from analysts. Gold and silver related stocks are likely to see continued strong interest going forward even ones like Wheaton that are near all-time highs.
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0613"><img loading="lazy" decoding="async" width="997" height="501" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/13180231/Screenshot-454.png" alt="" class="wp-image-949717" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/13180231/Screenshot-454.png 997w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/13180231/Screenshot-454-300x151.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/13180231/Screenshot-454-768x386.png 768w" sizes="(max-width: 997px) 100vw, 997px" /></a></figure>
Applovin Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APP#NASDAQ">APP</a>): The mobile technology company saw increased interest thanks to <a href="https://www.benzinga.com/quote/APP/analyst-ratings">analyst investor notes</a> and a <a href="https://www.benzinga.com/trading-ideas/short-ideas/25/06/45910389/short-seller-says-applovin-is-desperate-and-doomed-shares-slide">new short report</a>. Applovin has been the subject of multiple short reports in recent years and this time around it was Culper Research alleging the company poses national security risks due to ties to China. Culper said Applovin CEO Adam Foroughi has denied the company has Chinese ownership or operational ties to China, but the short seller is skeptical and said Chinese national Hao Tang has backed the company since at least 2017. Culper put out a <a href="https://www.benzinga.com/trading-ideas/movers/25/02/43981217/applovin-stock-drops-on-multiple-short-reports-allegations-of-copying-meta-creating-smoke-an" target="_blank" rel="noreferrer noopener">short report</a> on AppLovin in February previously Muddy Waters and Fuzzy Panda Research are other companies with short reports on the company. The company recently <a href="https://www.benzinga.com/news/earnings/25/05/45269045/applovin-stock-shakes-off-short-seller-report-shares-surge-on-q1-earnings-beat" target="_blank" rel="noreferrer noopener">beat analyst estimates</a> for revenue and earnings per share in the first quarter. Despite the short reports, analysts have remained mostly in support of the company. JPMorgan recently maintained a Neutral rating on the stock, but raised the price target from $355 to $400. Morgan Stanley maintained an Overweight rating on the stock and raised the price target from $420 to $460. Applovin shares were down 9% during the week, but the stock remains up over 12% year-to-date and up over 300% in the last year.
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0613"><img loading="lazy" decoding="async" width="999" height="500" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/13180244/Screenshot-455.png" alt="" class="wp-image-949718" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/13180244/Screenshot-455.png 999w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/13180244/Screenshot-455-300x150.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/13180244/Screenshot-455-768x384.png 768w" sizes="(max-width: 999px) 100vw, 999px" /></a></figure>
Stay tuned for next week&#8217;s report, and follow Benzinga Pro for all the latest headlines and <a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0613" target="_blank" rel="noreferrer noopener">top market-moving stories here.</a>
Read the latest Stock Whisper Index reports here:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/trading-ideas/25/05/45482435/benzingas-stock-whisper-index-5-stocks-investors-secretly-monitor-but-dont-talk-about-yet-65" target="_blank" rel="noreferrer noopener">May 16</a></li>
<li><a href="https://www.benzinga.com/trading-ideas/25/05/45600269/benzingas-stock-whisper-index-5-stocks-investors-secretly-monitor-but-dont-talk-about-yet-66" target="_blank" rel="noreferrer noopener">May 23</a></li>
<li><a href="https://www.benzinga.com/trading-ideas/long-ideas/25/05/45710022/benzingas-stock-whisper-index-5-stocks-investors-secretly-monitor-but-dont-talk-about-yet-67">May 30</a></li>
<li><a href="https://www.benzinga.com/trading-ideas/long-ideas/25/06/45827517/benzingas-stock-whisper-index-5-stocks-investors-secretly-monitor-but-dont-talk-about-yet-68">June 6</a></li>
</ul>
Read Next:
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<li><a href="https://www.benzinga.com/trading-ideas/long-ideas/25/06/45932660/exclusive-sp-500-new-all-time-highs-again-2025">EXCLUSIVE: S&amp;P 500 To Hit New All-Time Highs Again In 2025? Majority Say Yes, 27% Predict This Range</a></li>
</ul>

Short Sellers

Exclusives

CWST

INTU

Benzinga's 'Stock Whisper' Index: 5 Stocks Investors Secretly Monitor But Don't Talk About Yet

Arc, a California-based startup founded in 2021 by former <a href="https://www.benzinga.com/news/politics/25/06/45831511/boeing-737-max-deliveries-to-china-restart-after-month-long-pause-amid-trade-tensions-with-us-over-trumps-tariffs">Boeing</a> (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>) engineers Mitch Lee and Ryan Cook,<a href="https://arcboats.com/blog/introducing-the-arc-coast-center-console"> announced</a> on May 15 its third <a href="https://www.benzinga.com/news/22/12/30170910/general-dynamics-electric-boat-awarded-5-1b-by-us-navy-for-columbia-class-submarines">all-electric boat</a> model, the Arc Coast, priced at $168,000.
The new 24-foot vessel follows the sold-out Arc One and the still-available Arc Sport, originally priced at $300,000 and $268,000, respectively, and offers a more affordable entry point for recreational boaters. According to <a href="https://electrek.co/2025/05/15/arc-boats-announces-new-cheaper-arc-coast-center-console-electric-boat/">Electrek</a>, this new model is aimed at broader recreational markets, offering simplified design and reduced material costs while still delivering the power and performance of its predecessors.
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<li>Peter Thiel turned $1,700 into $5 billion—now accredited investors are eyeing this software company with similar breakout potential. Learn how you can <a href="https://www.benzinga.com/money/how-peter-thiel-turned-his-roth-ira-into-5-billion-and-why-accredited-investors-are-now-eyeing-this-smartphone-disruptor">invest with $1,000 at just $0.30/share.</a></li>
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<h2 class="wp-block-heading">Arc Coast Has a 226kWh Battery, 50 MPH Top Speed, and Open Deck for 10 Passengers</h2>
Arc Coast features a high-voltage 226 kWh battery, the same system used in the Arc Sport, which, according to Electrek, gives the boat a top speed of 50 miles per hour and a cruising time of four to five hours on a single charge. Instead of the large outboard engines common in traditional boats, Arc says it uses a compact sterndrive system.
The open deck accommodates up to 10 passengers, creating more room for fishing, relaxing, or swimming without the bulk and noise associated with combustion engines, Electrek reports.
Arc said in a<a href="https://www.prnewswire.com/news-releases/arc-unveils-the-arc-coast-an-all-electric-evolution-of-the-center-console-302455358.html"> statement</a> that the center console format has long been used for fishing and sandbar outings, offering flexible movement and social space. The Arc Coast was designed from scratch to deliver quiet electric performance, streamlined software, and a simplified ownership experience compared to traditional gas-powered boats. The design also enables Arc to simplify the layout and reduce material costs.
Trending: Invest where it hurts — and help millions heal:<a href="https://www.benzinga.com/money/a-cure-for-osteoarthritis-powered-by-everyday-investors-cytonics-is-looking-to-beat-big-pharma-and-disrupt-a-390-billion-market"> Invest in Cytonics and help disrupt a $390B Big Pharma stronghold</a>.
&#8220;People love center consoles, but the experience hasn&#8217;t improved,&#8221; Lee said in the statement. &#8220;The Arc Coast is what you get when you start from scratch: all the benefits of quiet and powerful electric performance, powered by advanced software, and paired with an ownership experience free from many of the headaches common with today&#8217;s gas boats.&#8221;
<h2 class="wp-block-heading">Arc Targets Cleaner Seas With Rapid Production Timeline</h2>
According to the<a href="https://www.epa.gov/dera/learn-about-impacts-diesel-exhaust-and-diesel-emissions-reduction-act-dera"> Environmental Protection Agency</a>, diesel-powered boats contribute significantly to marine pollution through oil leaks, ground-level ozone, and toxic emissions that impact coastal ecosystems. Electric boats offer a cleaner alternative because they are quieter, require less maintenance, and can be charged with energy from renewable sources, Arc says.
Even when factoring in the environmental cost of lithium-ion battery production, a 2016<a href="https://strathprints.strath.ac.uk/79097/1/Park_etal_AE_2022_Live_life_cycle_assessment_of_the_electric.pdf"> report</a> suggests that electric marine transport remains more sustainable than extracting and burning billions of tons of fossil fuels each year.
Arc says it reused its existing battery system to reduce development time and expects to bring the Arc Coast to market in less than one year from prototype to production.
See Also: Maximize saving for your retirement and cut down on taxes: <a href="https://www.benzinga.com/money/wideradvisor-retirement-planning">Schedule your free call with a financial advisor to start your financial journey – no cost, no obligation</a>
<h2 class="wp-block-heading">Market Opportunity In Premium Recreational Boating</h2>
While the $168,000 price tag still places the Arc Coast in the premium category, the cost is significantly lower than previous Arc models. The new model fits into a broader trend of electrification in transportation, where marine sectors are now undergoing rapid shifts toward battery-powered mobility, according to a 2025 report from<a href="https://www.grandviewresearch.com/industry-analysis/electric-boat-market-report"> Grand View Research</a>.
Interested buyers can reserve the Arc Coast directly through the company's <a href="https://arcboats.com/">website</a>, with deliveries expected to begin in 2026.
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Image: Shutterstock

Boeing Engineers Turn Startup Arc Into Marine Powerhouse With New $168K Electric Boat That Outpaces Gas Competitors

Benzinga examined the prospects for <a href="http://www.benzinga.com/trading-ideas" target="_blank" rel="noreferrer noopener">many investors' favorite stocks</a> over the last week — here's a look at some of our top stories.
Escalating geopolitical tensions in the Middle East — especially the Israel‑Iran conflict — and unexpectedly soft U.S. inflation data produced choppy market action this week. The S&amp;P 500 pulled back from all‑time highs as oil jumped above $70, marking its largest weekly gain in years.
Energy stocks led sector gains amid rising oil, while gold and silver rallied on demand for havens. Oracle (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) stood out, climbing 20% after strong earnings. The U.S. dollar dipped to a three-year low against major currencies.
Looking ahead, investors are watching the Federal Reserve's upcoming meeting and U.S.–China trade discussions. Any change in rate guidance or geopolitical escalation could significantly sway market sentiment in the near term.
Benzinga provides daily reports on the stocks most popular with investors. Here are a few of this past week's most bullish and bearish posts that are worth another look.

The Bulls
<a href="https://www.benzinga.com/news/health-care/25/06/45927918/zepbound-put-eli-lilly-on-top-now-its-next-big-move-could-supercharge-the-stock">"Zepbound put Eli Lilly on top — now its next big move could supercharge the stock"</a>, by Surbhi Jain, reports that JPMorgan sees continued upside for Eli Lilly and Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LLY#NYSE">LLY</a>) as strong Zepbound prescription growth positions the company for even greater gains from upcoming Orforglipron data, with the franchise projected to generate $79 billion in sales by 2030.
<a href="https://www.benzinga.com/trading-ideas/long-ideas/25/06/45909275/trumps-nuclear-play-fuels-oklos-stock-boom-and-the-ride">"Trump's nuclear play fuels Oklo's 566% stock boom — and the ride may be far from over"</a>, by Surbhi Jain, reports that Oklo Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OKLO#NYSE">OKLO</a>) shares surged 566% over the past year, fueled by Donald Trump's executive order accelerating nuclear development and a Pentagon microreactor contract, while bullish technicals suggest momentum may continue despite overbought signals.
<a href="https://www.benzinga.com/markets/tech/25/06/45885805/nvidias-jensen-huang-sparks-quantum-stock-frenzy">"Nvidia's Jensen Huang sparks quantum stock frenzy"</a>, by Erica Kollmann, reports that Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) CEO Jensen Huang declared quantum computing has reached an "inflection point," sparking sharp rallies in quantum stocks like Quantum Computing Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QUBT#NASDAQ">QUBT</a>) and Rigetti Computing (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RGTI#NASDAQ">RGTI</a>).
For additional bullish calls of the past week, check out the following:
<a href="https://www.benzinga.com/markets/earnings/25/06/45893773/oracle-q4-earnings-revenue-eps-beat-estimates-cloud-infrastructure-growth-expected-to-accelerate-with-demand-skyrocketing">Oracle Q4 Earnings: Revenue, EPS Beat Estimates, Cloud Infrastructure Growth Expected To Accelerate With Demand ‘Skyrocketing'</a>
<a href="https://www.benzinga.com/trading-ideas/movers/25/06/45915485/rh-stock-surges-on-q1-earnings-beat-despite-worst-housing-market-in-50-years">RH Stock Surges On Q1 Earnings Beat Despite ‘Worst Housing Market' In 50 Years</a>
<a href="https://www.benzinga.com/trading-ideas/movers/25/06/45902627/us-listed-chinese-tech-and-ev-stocks-slide-as-trump-confirms-china-trade-deal">US Listed Chinese Tech And EV Stocks Slide As Trump Confirms China Trade Deal</a>

The Bears
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/06/45888833/mcdonalds-just-got-hammered-by-weight-loss-drugs-twice">"McDonald's just got hammered by weight‑loss drugs — twice"</a>, by Piero Cingari, reports that McDonald's Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MCD#NYSE">MCD</a>) could lose as much as 28 million annual visits — equal to $481.5 million in revenue — due to appetite‑suppressing GLP‑1 drugs, prompting a rare double downgrade to Sell as analysts warn of a potentially cumulative 10% hit to sales.
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/06/45888497/bitcoin-probably-wont-fix-gamestops-troubles">"Bitcoin probably won't fix GameStop's troubles"</a>, by Chris Katje, reports that Wedbush analyst Michael Pachter maintains an Underperform rating on GameStop Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GME#NYSE">GME</a>), warning that its Bitcoin investment could add valuation volatility while its core video game business shows "no potential for a rebound."
<a href="https://www.benzinga.com/trading-ideas/short-ideas/25/06/45910389/short-seller-says-applovin-is-desperate-and-doomed-shares-slide">"Short seller says AppLovin is ‘desperate and doomed,' shares slide"</a>, by Surbhi Jain, reports that a noted short seller labeled AppLovin Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APP#NASDAQ">APP</a>) "desperate and doomed" — citing inflated marketing costs and slowing user growth — prompting a sharp share price decline.
For more bearish takes, be sure to see these posts:
<a href="https://www.benzinga.com/markets/earnings/25/06/45872191/gitlab-stock-drops-after-q1-report-q2-revenue-guidance-below-estimate">GitLab Stock Drops After Q1 Report, Q2 Revenue Guidance Below Estimate</a>
<a href="https://www.benzinga.com/trading-ideas/movers/25/06/45873964/steel-stocks-slide-on-potential-us-mexico-tariff-deal-report">Steel Stocks Slide On Potential US-Mexico Tariff Deal: Report</a>
<a href="https://www.benzinga.com/trading-ideas/technicals/25/06/45893129/stock-of-the-day-is-nrg-energy-losing-steam-chart-pattern-signals-trouble-ahead">Stock Of The Day: Is NRG Energy Losing Steam? Chart Pattern Signals Trouble Ahead</a>

Keep up with all the latest breaking news and trading ideas by following <a href="https://twitter.com/Benzinga" target="_blank" rel="noreferrer noopener">Benzinga</a><a href="http://twitter.com/Benzinga" target="_blank" rel="noreferrer noopener"> on X</a>.
Image created using artificial intelligence via Midjourney.

Markets

GTLB

OKLO

ORCL

QUBT

RGTI

Benzinga Bulls And Bears: Eli Lilly, Okto, McDonalds — And Israel-Iran Conflict Sparks Oil Surge

Everyone wants to be rich,&nbsp; but getting clear on your motivation can give you the extra motivation to boost your income and build wealth. That's why financial TikToker Tori Dunlap encouraged her audience to <a href="https://www.tiktok.com/@herfirst100k/video/7514814151542197534?lang=en">get clear on why they want money</a>.
"I want to be rich because of the options money affords me," she explained.&nbsp;&nbsp;
<h2 class="wp-block-heading">More Money Leads To Greater Lifestyle Flexibility</h2>
Dunlap focuses on growing her wealth due to the additional flexibility money provides. You can go on vacations, have less stress about making monthly mortgage payments, and access a greater range of experiences.
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</ul>
She pointed out that you can escape from an unsafe situation if you become rich. This can include a hazardous workplace or a toxic work culture. It can also include not being financially dependent on an unfaithful spouse.&nbsp;
Many people use money as a roadblock when saying they can't do certain things. Instead of viewing the lack of money as a roadblock, think about how your life would change if you put in the work to improve your financial situation. Having a growth-oriented mindset can help you earn enough income where things that previously felt out of reach become quite possible.
Trending: Invest where it hurts — and help millions heal:<a href="https://www.benzinga.com/money/a-cure-for-osteoarthritis-powered-by-everyday-investors-cytonics-is-looking-to-beat-big-pharma-and-disrupt-a-390-billion-market"> Invest in Cytonics and help disrupt a $390B Big Pharma stronghold</a>.
<h2 class="wp-block-heading">Think About Who You Want To Support</h2>
Dunlap's TikTok video went into some of the options you have if you make more money, but the video didn't only focus on what you can do for yourself with the extra money. She also encouraged people to think about causes they believe in and pay their parents for all of their sacrifices.
Some people don't want to spend money on themselves besides the necessities. However, if you think about a person or an organization you want to support, it may give you the extra inspiration to start a side hustle, ask for a raise, or switch to a higher-paying job.
If you're single, you may also want to think about saving up and building your career for the day that you may become a parent. Even if you don't intend on marrying or having kids, it's good to have this motivation in mind just in case you change your mind. That way, if you want to become a parent, you have put yourself in a better financial position to make it happen.
See Also: Maximize saving for your retirement and cut down on taxes: <a href="https://www.benzinga.com/money/wideradvisor-retirement-planning">Schedule your free call with a financial advisor to start your financial journey – no cost, no obligation</a>.
<h2 class="wp-block-heading">The Pursuit Of Wealth Is Not Greedy</h2>
Dunlap wraps up her TikTok by saying that pursuing wealth is not an act of greed. She explained that pursuing more money is simply a way to give yourself more options.&nbsp;
Viewing money and greed as two sides of the same coin is a dangerous mindset, as it can be a mental hurdle that limits your ability to grow your income. If you despise something or view it as the cause of many bad things in the world, you won't be inspired to work hard to attract more money into your life.&nbsp;
Dunlap isn't building her wealth just for the sake of having a second comma or determining how much she can earn in her lifetime. Instead, she views money as a tool that gives you more choices. Framing money in this way can lead to a healthier mentality that makes it easier to grow your earnings.
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<li>Inspired by Uber and Airbnb &#8211; Deloitte's fastest-growing software company is transforming 7 billion smartphones into income-generating assets &#8211; <a href="https://www.benzinga.com/money/how-peter-thiel-turned-his-roth-ira-into-5-billion-and-why-accredited-investors-are-now-eyeing-this-smartphone-disruptor">with $1,000 you can invest at just $0.30/share!</a></li>
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Image: Shutterstock

Tori Dunlap Encourages People To Think About Their Motivation For Becoming Rich: 'I Want To Be Rich Because Of The Options Money Affords Me'

Anthropic co-founder Ben Mann says true "transformative AI" will arrive only after systems ace what he calls the "economic Turing test."
What Happened: Mann, in a recent appearance on the &#8216;No Priors&#8217; podcast, defined the &#8220;economic Turing test&#8221; as a workplace trial that forces hiring managers to choose between a month-long contractor and an AI agent for the same job.
Passing the test would mark "when things start to get really interesting from a societal and cultural standpoint," Mann noted.
Mann's yardstick swaps laboratory benchmarks for a market basket covering "50% of economically valuable tasks." Each human supervisor would "hire an agent" to perform the work. If, at the end of the month, the manager prefers the machine, "then it passed," he said.
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Mann does warn that the exercise has its limitations. "Interviews are only a poor approximation of real-world job performance," he observed, dismissing current testing measures as limited and too theoretical.
See also: <a href="https://www.benzinga.com/markets/tech/25/06/45919978/larry-ellison-overtakes-jeff-bezos-mark-zuckerberg-to-become-worlds-second-richest-amid-oracles-watershed-moment">Larry Ellison Overtakes Jeff Bezos, Mark Zuckerberg To Become World&#8217;s Second Richest Amid Oracle&#8217;s &#8216;Watershed&#8217; Moment</a>
Anthropic has already run its Claude models through internal interviews and found them "extremely good," though Mann conceded that the formal trial "hasn't started" and might not come until after the firm's next release cycle. He pegged 2028 as a "quite possible" window for artificial general intelligence but cautioned that precise timelines remain guesswork.
Why It Matters: Mann&#8217;s coinage of the phrase &#8220;economic Turing test&#8221; builds on the Turing Test, which is a simple method of inquiry in artificial intelligence for determining whether or not a computer is capable of thinking like a human being.
OpenAI&#8217;s ChatGPT 4 became the first AI LLM to pass a two-player Turing test, fooling human conversation partners 54% of the time back in July 2024. GPT-4.5 achieved a 73% success rate in a more formal test in March earlier this year. However, critics have posed several reasons over the years challenging the accuracy of the test in determining the true intelligence of machines.
A new Wharton study also found that large language models now create <a href="https://www.benzinga.com/tech/25/03/44369538/ai-just-passed-the-meme-turing-test-study-finds-llms-now-create-funnier-memes-than-most-humans">memes humans rate as funnier</a> than the average person's, effectively passing the "meme Turing Test."
Anthropic's momentum is accelerating. A March Series E round pushed its <a href="https://www.benzinga.com/tech/25/03/44099466/bitcoin-ethereum-dogecoin-nosedive-as-trumps-tariff-moves-wipe-out-crypto-reserve-fueled-gains-analyst-says-breaking-through-this-barrier-will-help-btc-touch-new-highs">valuation to $61.5 billion</a>, positioning the startup backed by Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) and Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) as OpenAI's fiercest privately held rival.
Image via Shutterstock
Read next: <a href="https://www.benzinga.com/markets/tech/25/06/45900050/chatgpt-kept-begging-to-restart-before-being-beaten-by-1979-atari-2600-in-a-beginner-level-chess-showdown">ChatGPT Kept &#8216;Begging To Restart&#8217; Before Being Beaten By 1979 Atari 2600 In A &#8216;Beginner Level&#8217; Chess Showdown</a>
Image via Shutterstock

AMZN

GOOG

GOOGL

Anthropic Co-founder Says AGI 'Possible' By 2028 But 'Transformative AI' Will Have To Pass The 'Economic Turing Test'

Mark Cuban, the billionaire entrepreneur, shared insights into his early business journey, revealing that he did not take a vacation for seven years while building his first company.
What Happened: The revelation came during an episode of &#8220;The Playbook,&#8221; a video series by Sports Illustrated and Entrepreneur, <a href="https://www.cnbc.com/2025/06/13/mark-cuban-i-didnt-take-a-vacation-while-building-my-first-business.html">via</a> CNBC, published on June 3.
Cuban, who founded the software company MicroSolutions at 24, was living with six roommates after losing his job. He described his financial struggles as a motivating factor, stating, &#8220;I was broke as f&#x2A;&#x2A;&#x2A;.&#8221;
"I didn't take a vacation for the next 7 years," Cuban added.
His relentless focus on his business, he believes, was crucial to his success, which includes a long tenure on ABC&#8217;s &#8220;Shark Tank&#8221; and ownership of the NBA&#8217;s Dallas Mavericks.
He emphasized that achieving success required sacrificing work-life balance, saying, &#8220;There is no balance. If you want to crush the game, whatever game you're in, there's somebody working 24 hours a day to kick your ass.&#8221;
Cuban&#8217;s work ethic led to the sale of MicroSolutions for $6 million and later Broadcast.com for $6 billion. His net worth is now estimated at $5.7 billion, according to Forbes.
See Also: <a href="https://benzinga.com/markets/tech/25/06/45920468/barack-obama-once-told-airbnb-ceo-brian-chesky-not-to-lead-like-a-self-driving-car-heres-what-former">Barack Obama Once Told Airbnb CEO Brian Chesky Not To Lead Like A &#8216;Self-Driving Car:&#8217; Here&#8217;s What Former President Meant</a>
Why It Matters: Cuban&#8217;s journey from financial struggles to becoming a billionaire underscores the importance of perseverance in entrepreneurship. Cuban&#8217;s insights are particularly relevant in today&#8217;s rapidly evolving business landscape, where technology and innovation are reshaping industries.
In a recent discussion, Cuban highlighted the potential impact of <a href="https://www.benzinga.com/news/topics/25/06/45889687/mark-cuban-predicts-ai-video-will-trigger-an-explosion-in-face-to-face-engagement-events-and-jobs-calls-it-the-milli-vanilli-effect">AI-generated video</a> on face-to-face interactions, predicting a surge in in-person engagements as digital content becomes more easily manipulated.
This perspective aligns with his belief in the value of authenticity and direct communication, principles that have guided his career.
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Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: Shutterstock

Mark Cuban Talks About His Struggles During His First Company: 'I Didn't Take A Vacation For…7 Years'

President Donald Trump has unveiled a plan to make every newborn in the United States a stock investor. This initiative is part of his &#8220;One Big Beautiful Bill,&#8221; a comprehensive tax and spending package that has passed the House and is now under Senate review.
What Happened: The proposal, if enacted, would create a<a href="https://www.benzinga.com/general/health-care/25/05/45537041/trumps-tax-bill-expands-child-benefits-with-2500-credit-and-1000-savings-boost-for-babies-born-through-2028"> tax-deferred investment account for each child</a> born between January 1, 2025, and December 31, 2028. The government would seed each account with $1,000, and guardians could contribute up to $5,000 annually.
The investments would be limited to broad U.S. index funds with low fees and no leverage.
Withdrawals from these accounts would be restricted until the child reaches 18, and accounts would close when the holder turns 31. The White House emphasized the potential for compounded growth, citing endorsements from leaders of companies like Dell Technologies Inc. and Goldman Sachs Group.
See Also: <a href="https://www.benzinga.com/news/politics/25/06/45938132/us-marines-detain-civilian-in-los-angeles-amid-immigration-protests-first-known-incident-of-its-kind-report">US Marines Detain Civilian In Los Angeles Amid Immigration Protests, First Known Incident of Its Kind: Report</a>
Renowned investor Warren Buffett, known for advocating early and long-term investing, has not directly commented on the plan. However, experts suggest the proposal aligns with his investment philosophy.
During a Berkshire meeting in 1999, Buffett, while replying to a shareholder who asked how to become a multi-billionaire, said ‘start young,' as<a href="https://www.businessinsider.com/trump-baby-accounts-warren-buffett-investing-stocks-compounding-wealth-inequality-2025-6"> per</a> a Business Insider report.
&#8220;The nature of compound interest is it behaves like a snowball of sticky snow. And the trick is to have a very long hill, which means either starting very young or living to be very old,&#8221; said Buffett.
The program aims to address wealth inequality by encouraging savings and financial literacy, though challenges for lower-income families remain.
Why It Matters: The proposal has sparked debate among economists and financial experts. Economist<a href="https://www.benzinga.com/markets/macro-economic-events/25/06/45854379/economist-peter-schiff-criticizes-trumps-1000-baby-account-proposal-calls-it-unconstitutional-and-a-bad-idea-that-will-only-saddle-them-with-more-debt"> Peter Schiff criticized the initiative</a>, labelling it &#8220;unconstitutional&#8221; and a &#8220;bad idea,&#8221; arguing that it could increase national debt burdens on future generations. Schiff suggests reducing deficit spending now to avoid future financial burdens.
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Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: mark reinstein / Shutterstock.com

Politics

Trump's $1,000 Baby Account Aligns With Billionaire Investor Warren Buffett's 'Start Young' Philosophy

President Donald Trump has given the green light to Nippon Steel&#8217;s (OTC:<a class="ticker" href="https://www.benzinga.com/stock/NPSCY#OTC">NPSCY</a>) $14.9 billion acquisition of U.S. Steel (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/X#NYSE">X</a>). This concludes an 18-month journey marked by union resistance and dual national security assessments.
What Happened: Trump signed an executive order on Friday, permitting the merger to proceed, contingent upon the companies reaching an agreement with the Treasury Department to address national security concerns, according to a Reuters report on Saturday.
The companies confirmed they have signed the necessary agreement, fulfilling Trump&#8217;s conditions and effectively securing the merger&#8217;s approval.
The agreement includes a commitment to invest $11 billion by 2028, along with governance, production, and trade commitments. Nippon Steel will acquire a 100% stake in U.S. Steel, as stated by a spokesperson from the Japanese company.
However, details regarding the &#8220;golden share&#8221; promised to the U.S. government remain unclear. This share is intended to provide the government with veto power over significant decisions concerning U.S. Steel, according to U.S. Senator David McCormick (R-Pa.).
See Also: <a href="https://www.benzinga.com/news/politics/25/06/45938132/us-marines-detain-civilian-in-los-angeles-amid-immigration-protests-first-known-incident-of-its-kind-report">US Marines Detain Civilian In Los Angeles Amid Immigration Protests, First Known Incident of Its Kind: Report</a>
The report also noted that Nippon Steel plans an additional $3 billion investment for a new mill post-2028. This acquisition positions Nippon Steel to benefit from U.S. infrastructure projects while avoiding hefty breakup fees and tariffs faced by foreign competitors.
Why It Matters: The approval of this acquisition marks a significant shift in the U.S. steel industry landscape. Initially, President<a href="https://www.benzinga.com/25/05/45596866/president-trump-approves-us-steel-nippon-steel-partnership"> Trump had blocked Nippon Steel&#8217;s acquisition</a> attempt due to security concerns, leading to a partnership instead.
This partnership was projected to create 70,000 jobs and inject $14 billion into the U.S. economy.
In a strategic move to secure the deal, <a href="https://www.benzinga.com/markets/equities/25/05/45510183/nippon-steel-pledges-14-billion-including-new-us-mill-to-win-trumps-approval-for-us-steel-deal-report">Nippon Steel pledged</a> to invest $14 billion, including up to $4 billion for a new steel mill. This was part of a broader strategy to win the Trump administration&#8217;s approval.
Moreover, the U.S. government will maintain strategic control over U.S. Steel through a <a href="https://www.benzinga.com/government/regulations/25/05/45638403/us-government-to-hold-strategic-control-over-us-steel-in-149-billion-nippon-deal-david-mccormick-says">golden share arrangement</a>, granting it veto power over key operational decisions. This ensures that the U.S. retains influence over the steelmaker&#8217;s future.
Additionally, Trump doubled U.S.<a href="https://www.benzinga.com/news/topics/25/05/45708977/trump-doubles-steel-tariffs-to-50-saying-it-will-secure-american-jobs-backs-us-steels-takeover-by-japans-nippon"> tariffs on imported steel to 50%</a> in a bid to protect domestic jobs, while endorsing the sale of U.S. Steel to Nippon Steel. This tariff hike is seen as a measure to revitalize the American steel industry.
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Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: T. Schneider / Shutterstock.com

NPSCY

Trump Approves Nippon Steel's $14.9 Billion Bid For US Steel

U.S. Marines have detained a civilian in Los Angeles, marking the first known instance of active-duty military involvement in such actions within the city. This comes amid heightened tensions over immigration enforcement and ongoing protests.
What Happened: According to a Reuters report, U.S. Marines temporarily detained a civilian in Los Angeles on Friday. This marks the first known instance of active-duty troops, deployed by President Donald Trump, detaining a civilian in the city.
The incident occurred at the Wilshire Federal Building, where Marines were tasked with safeguarding the premises amidst ongoing protests over immigration raids.
Images captured by Reuters depicted Marines restraining the individual, identified as Marcos Leao, with zip ties before transferring him to the Department of Homeland Security.
Leao, an Army veteran and U.S. citizen, stated he was treated fairly after inadvertently crossing a restricted area while heading to a Department of Veterans Affairs office.
See Also: <a href="https://benzinga.com/news/politics/25/06/45919604/trumps-big-beautiful-bill-pulls-1600-from-poorest-adds-12000-for-richest-annually-shows-cbo-analysi">Trump&#8217;s &#8216;Big, Beautiful Bill&#8217; Pulls $1,600 From Poorest, Adds $12,000 For Richest Annually, Shows CBO Analysis</a>
The U.S. military&#8217;s Northern Command spokesperson clarified that active-duty forces can temporarily detain individuals under specific conditions, ensuring the transfer to civilian law enforcement is immediate.
Currently, 200 Marines and over 2,000 National Guard members are stationed in Los Angeles to protect federal assets and personnel. An additional 500 Marines and 2,000 National Guard troops are expected to join, accompanying ICE agents on raids.
While troops can detain threats temporarily, they are not authorized to make arrests, adhering to the Posse Comitatus Act. However, invoking the Insurrection Act could expand military involvement in civilian law enforcement.
Why It Matters: The deployment of Marines to Los Angeles streets, authorized by President Donald Trump, has escalated federal-state tensions, particularly as California has challenged this military involvement in immigration enforcement.
California Governor Gavin<a href="https://www.benzinga.com/news/politics/25/06/45900294/trump-deploys-marines-to-la-with-authority-to-detain-civilians-california-challenges-military-involvement-in-immigration-enforcement"> Newsom has opposed the deployment</a>, marking the first federal activation of the National Guard without gubernatorial consent since 1965.
A federal appeals court recently allowed Trump to maintain control over California&#8217;s National Guard, temporarily blocking a lower court ruling that would have<a href="https://www.benzinga.com/news/politics/25/06/45919950/appeals-court-allows-trump-to-keep-national-guard-in-california-for-now"> returned control to Governor Newsom</a>.
The ongoing protests have also led to curfews and mass arrests in Los Angeles, with 197 arrests reported in a single day, highlighting the intensity of the situation.
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Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: Rawpixel.com / Shutterstock.com

US Marines Detain Civilian In Los Angeles Amid Immigration Protests, First Known Incident of Its Kind: Report

President Donald Trump disclosed his knowledge of Israel&#8217;s planned attacks on Iran and said that he tried to delay them in hopes of securing a deal.
What Happened: Trump revealed in a phone interview with Reuters on Friday that he was aware of Israel&#8217;s impending attacks on Iran, despite his efforts to prevent them.
The president expressed hope for a nuclear agreement with Iran, stating, &#8220;They can still work out a deal, however, it's not too late.&#8221;
Trump had urged Benjamin Netanyahu, the Israeli Prime Minister, to delay military action to allow for diplomatic negotiations. However, he praised the strikes as &#8220;excellent&#8221; and &#8220;very successful&#8221; in several media interviews.
The U.S. president voiced support for Israel&#8217;s military actions, indicating a readiness to use force to hinder Iran&#8217;s nuclear ambitions. Despite some allies advocating for restraint, Trump emphasized the strong U.S.-Israel alliance, stating, &#8220;We've been very close to Israel. We're their number one ally by far.&#8221;
See Also: <a href="https://benzinga.com/markets/tech/25/06/45897537/jamie-dimon-recalls-first-palantir-meeting-holy-christ-this-is-unbelievable-jpmorgan-now-has-600-ai-">Jamie Dimon Recalls First Palantir Meeting: &#8216;Holy Christ, This Is Unbelievable—&#8217; JPMorgan Now Has 600 AI Use Cases, $2 Billion Annual Investment On AI</a>
Later, two U.S. officials confirmed that the American military assisted in intercepting Iranian missiles targeting Israel, underscoring the U.S.&#8217;s commitment to its ally.
Why It Matters: Trump's statement comes after Marco Rubio, the Secretary of State and National Security Adviser, emphasized that <a href="https://www.benzinga.com/news/politics/25/06/45919250/trump-administration-distances-us-from-israels-strikes-on-iran-we-are-not-involved-says-marco-rubio">Israel acted independently</a>. He stated, "We are not involved in strikes against Iran and our top priority is protecting American forces in the region." Rubio also warned Iran against targeting U.S. interests or personnel.
While Trump supports Israel&#8217;s actions, his administration has sought to separate itself from these strikes.
Following the strikes, Trump issued a <a href="https://www.benzinga.com/news/politics/25/06/45922022/trump-issues-stark-warning-to-iran-to-make-a-deal-after-israels-strikes-on-nuclear-sites-just-do-it-before-its-too-late">stern warning to Iran</a>, urging the nation to negotiate a deal or face severe consequences. This warning underscores the heightened tensions and the potential for further escalation.
The escalating conflict between Iran and Israel is also impacting global markets. Rising tensions and Trump&#8217;s threats have led to increased uncertainty, causing a shift from <a href="https://www.benzinga.com/markets/market-summary/25/06/45922513/global-markets-slide-as-iran-israel-conflict-heats-up-oil-soars">equities to safe-haven assets like gold</a>. Additionally, crude oil prices are soaring as the conflict threatens OPEC&#8217;s crude supply.
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Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: Joey Sussman / Shutterstock.com

Marco Rubio's 'We Are Not Involved' To Trump's 'We Knew Everything' About Israel's Strikes On Iran

On Friday, Cathie Wood-led Ark Invest made substantial trades, notably in Archer Aviation Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ACHR#NYSE">ACHR</a>), Kratos Defense and Security Solutions Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KTOS#NASDAQ">KTOS</a>), and Nextdoor Holdings Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KIND#NYSE">KIND</a>).
The ACHR Trade: Ark Invest&#8217;s ARK Innovation ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/ARKK#BATS">ARKK</a>), ARK Autonomous Technology &amp; Robotics ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/ARKQ#BATS">ARKQ</a>), and ARK Space Exploration &amp; Innovation ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/ARKX#BATS">ARKX</a>) collectively purchased a total of 3,317,807 shares of Archer Aviation Inc.
Based on the closing price of the day, the value of the trade stands at around $33.14 million.
See Also:<a href="https://www.benzinga.com/personal-finance/management/25/06/45937276/billionaire-warren-buffett-said-time-is-the-only-thing-money-cant-buy-i-can-buy-anything-i-wantbut-i-cant-buy-time"> Billionaire Warren Buffett Said Time Is The Only Thing Money Can&#8217;t Buy — &#8216;I Can Buy Anything I Want…But I Can&#8217;t Buy Time&#8217;</a>
The KTOS Trade: On the same day, Ark Invest&#8217;s ARKQ and ARKX sold a total of 46,941 shares of Kratos Defense and Security Solutions Inc.
The value of this trade, calculated based on the closing price, is approximately $1.96 million.
The KIND Trade: Ark Invest's ARK Next Generation Internet ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/ARKW#BATS">ARKW</a>) bought 200,137 shares of Nextdoor Holdings Inc. This trade comes after <a href="https://www.benzinga.com/markets/equities/25/06/45919026/cathie-woods-ark-invest-loads-up-on-nextdoor-exits-avidxchange">Ark Invest&#8217;s recent acquisition</a> of 300,387 shares of Nextdoor Holdings Inc, indicating a growing interest in the company.
The value of this trade, calculated from the closing price, is around $304 thousand.
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Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
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With U.S.–China trade tensions and Middle East unrest <a href="https://www.benzinga.com/markets">rocking global markets</a>, Latin America's stock exchanges &#8211; especially Brazil's Bovespa and Mexico's IPC &#8211; are hitting record highs as investors seek lower‑correlation havens. Brazil and Mexico's markets are shining as havens from Trump's tariff threats and Middle East chaos.
Here are three NYSE‑listed Latin American stocks offering compelling diversification, stable income, and macro resilience.
Read Also: <a href="https://www.benzinga.com/25/04/44991625/exclusive-these-emerging-markets-are-the-calm-in-the-tariff-storm" target="_blank" rel="noreferrer noopener">EXCLUSIVE: These Emerging Markets Are The Calm In The Tariff Storm</a>
<h2 class="wp-block-heading">1. Vale SA (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VALE#NYSE">VALE</a>)</h2>
Forward P/E Ratio: 5.66x
Dividend Yield (FWD): 14.44%
Why It's Hot: Brazil's mining titan is a commodity kingpin, fueled by iron ore and nickel demand for EVs and global infrastructure. With a dirt-cheap P/E of 5.66x &#8211; half the materials sector's 11x &#8211; Vale's a screaming value play. Its 14.44% dividend yield, backed by $7.8 billion in 2024 free cash flow, is a cash cow for income seekers. Analysts rate it Overweight, with a <a href="https://www.benzinga.com/quote/VALE/analyst-ratings">$14.08 consensus price target </a>(almost 50% upside from current levels).
Why Now: Vale's global client base makes it resilient during U.S.-China trade spats, and its high yield cushions against Middle East-driven volatility.
<h2 class="wp-block-heading">2. Ambev SA (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ABEV#NYSE">ABEV</a>)</h2>
Forward P/E Ratio: 13.53x
Dividend Yield (FWD): 6.23%
Why It's Hot: Latin America's beer giant, Ambev, is a defensive powerhouse, brewing steady profits regardless of global chaos. Its 6.23% dividend yield and 13.53x P/E &#8211; below the consumer staples sector's 17x &#8211; offer value and income. Fourth quarter revenue hit $4.2 billion (+8.3% YoY), with 20.1% operating margins reflecting efficiency. Moreover, there&#8217;s looming revenue growth potential for 2025, driven by Brazil's growing middle class and premium brands like Brahma.
Why Now: Ambev's stable cash flows thrive in risk-off markets, making it a safer bet as trade talks falter and Iran tensions spike.
<h3 class="wp-block-heading">3. Cemex SAB de CV (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CX#NYSE">CX</a>)</h3>
Forward P/E Ratio: 10.56x
Dividend Yield (FWD): 1.21%
Why It's Hot: Mexico's cement leader, Cemex, is riding a wave of infrastructure demand in Mexico and the U.S., boosted by General Motors Co&#8216;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>) $4 billion U.S. plant investment. Its 10.56x P/E is a bargain compared to the construction sector's 15x. After slashing debt by 20% in 2024, Cemex generated $1.1 billion in free cash flow, supporting a reinstated 1.18% TTM dividend yiekd. Trading at $6.70 on Friday with a $7.42 target (10.75% upside), Cemex is a growth-value hybrid.
Why Now: Cemex's U.S.-Mexico exposure dodges China tariffs, and its cash flow stability counters Middle East market jitters.
<h2 class="wp-block-heading">Why These Stocks Shine In 2025</h2>
Income and Value: Vale's 14.44% yield, Ambev's 6.23%, and Cemex's low P/E offer income and upside amid volatility.
Diversified Resilience: Vale's commodities, Ambev's staples, and Cemex's infrastructure span cyclical and defensive sectors, balancing risk.
Trade War Insulation: With minimal exposure to U.S.-China tariffs, these stocks thrive as Bovespa and IPC hit all-time highs.
With U.S.-China talks teetering and Iran-Israel tensions flaring, these Latin American stocks could just be offering diversification and value. 
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반도체 <a href="https://www.benzinga.com/topic/semiconductors">섹터</a>가 변화의 바람을 맞이하고 있고, JP모건의 할란 서(Harlan Sur)는 이를 명확히 전달하고 있다. &#8220;결과는 예상에 부합하겠지만, 관세/무역 관련 역학이 약한 2분기/하반기 25와 부정적인 이익 수정 사이클을 이끌 것&#8221;이라고 말했다. 이는 월스트리트에서의 &#8216;준비하라&#8217;는 의미로, 상황이 험난해질 것이라는 예고이다.
<h2 class="wp-block-heading">관세 문제: 15-25% 주당순이익 감소 예고?</h2>
1분기 실적이 발표되기 시작하면서, 서는 시장이 &#8220;부정적인 이익 수정 사이클의 시작을 준비해야 한다&#8221;고 말하며, 향후 몇 분기 동안 주당순이익(주당순이익) 추정치가 15-25% 줄어들 가능성이 있다고 경고했다. 약 25%의 관세로 인한 하락 이후 반도체 주식들이 바닥에 이미 도달했기를 바라는 투자자들은 또 다른 충격을 받을 수 있다. 서는 여기서 추가로 10-15% 하락할 것으로 보고 있다.
하지만 이것은 단순히 숫자에 관한 문제가 아니다. 더 큰 우려는 신뢰 문제, 즉 신뢰가 부족하다는 점이다. &#8220;빠르게 변화하는 관세 뉴스는 소비자와 기업 신뢰에 부정적인 영향을 미치고 있다&#8221;고 서가 언급하며, 20-30%의 가이던스를 차지할 수 있는 기업들이 이제는 가시성 감소로 위험에 처해 있다고 말했다. 여기에 중국의 미국산 칩에 대한 최신 관세 공격이 더해지면서, 인텔(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), 텍사스 인스트루먼트(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TXN#NASDAQ">TXN</a>), 코보(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QRVO#NASDAQ">QRVO</a>) 및 스카이웍스 솔루션(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SWKS#NASDAQ">SWKS</a>) 등은 갑자기 노출 위험에 처하게 되었다.
읽어보세요: <a href="https://benzinga.com/trading-ideas/long-ideas/25/04/44818578/qorvo-stock-bounces-but-charts-still-bearish-starboards-jeffrey-smith-sees-a-comeback-play">코보 주가 반등, 그러나 차트는 여전히 약세 &#8211; 스타보드의 제프리 스미스가 재도약 가능성을 본다</a>
<h2 class="wp-block-heading">AI와 데이터 센터: 유일한 밝은 점</h2>
그렇긴 해도, JP모건은 전체 반도체 바구니를 버리지 않는다. 서는 &#8220;선별적인&#8221; 접근을 권장하며, 브로드컴(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), 마벨 테크놀로지스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) 그리고 아날로그 디바이시스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ADI#NASDAQ">ADI</a>)를 AI와 데이터 인프라와 밀접하게 연결된 최고의 선택으로 주목하고 있다. 이러한 회사들은 엔비디아(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)와 어드밴스드 마이크로 디바이시스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>)와 같은 GPU 거대 기업들이 중국 규제 강화 및 &#8220;다가오는 AI 확산 규정&#8221;으로 인해 잠재적인 단점에 직면하더라도 &#8220;가속화된 컴퓨팅/AI에 대한 강력한 수요&#8221;를 이용할 수 있는 최적의 위치에 있다.
<h2 class="wp-block-heading">EDA, 반도체 장비: 경기 하락에 강한 인기 상품</h2>
업계 도구 코너에서는 KLA(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KLAC#NASDAQ">KLAC</a>)와 시높시스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SNPS#NASDAQ">SNPS</a>)도 JPM의 승인을 받았다. 시높시스와 같은 EDA 업체는 회복력이 있는 것으로 평가된다. &#8220;R&amp;D 예산은 경기가 하락할 때 줄어들지 않는다&#8221;고 서가 말하며, 반도체 설계 소프트웨어에 장기 투자하는 모든 이들이 모니터에 붙여야 할 만트라다.
한편, 2025년 WFE(웨이퍼 제조 장비)에 대한 &#8220;보합 또는 하락&#8221; 전망은 반도체 장비 회사들에 대한 추가적인 주의를 의미하지만, JP모건은 여전히 어플라이드 머티리얼즈(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMAT#NASDAQ">AMAT</a>), KLA Corp 및 램 리서치(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NASDAQ">LRCX</a>)를 선호하며, 이들은 &#8220;자본 집약도 상승&#8221;과 서비스 수익 증가 덕분에 우수한 성과를 낼 것으로 예상된다.
<h2 class="wp-block-heading">하강 사이클 플레이북 순간이 도래</h2>
거시적 배경은 여전히 위태롭다. JPM 경제학자들은 현재 <a href="https://www.benzinga.com/economics/macro-economic-events/25/04/44645681/jpmorgan-raises-recession-risk-to-60-as-largest-us-tax-hike-in-60-years-hits-global-economy">미국의 경기 침체 확률을 60%</a>로 평가하고 있으며, 관세 폭풍 구름이 무겁게 드리워져 있다. 스마트폰 수요 증가로 1분기는 괜찮아 보일 수 있지만, 2분기와 하반기 전망에서는 &#8220;점진적인 보수주의&#8221;가 지배적일 것으로 예상된다.
결론은?
이것은 &#8220;하강 사이클 플레이북&#8221; 순간이다. 이 섹터의 장기적인 구조적 이야기는 인공지능(AI), 콘텐츠의 호재, 증가하는 칩 복잡성으로 여전히 유지되고 있다. 하지만 지금은 &#8220;불가피한 둔화&#8221;와 AI 기반 강세의 주머니 사이에서 균형을 잡는 것이 중요하다.
그리고 서가 말하길, &#8220;주식에 대해 선별적으로 접근하라&#8221;고 한다.

다음 읽기: 
<ul>
<li><a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/04/44823070/us-recession-fears-are-intensifying-but-is-bitcoin-the-real-flight-to-safety-expert-weighs-in">미국의 경기 침체 우려가 &#8216;심화되고 있다&#8217; &#8211; 하지만 비트코인이 진정한 안전 자산인가? 전문가가 분석한다</a></li>
</ul>
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월요일에 애플(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>)은 인공지능(AI) 실리콘 엔지니어링을 포함한 이니셔티브를 지원하기 위해 향후 4년 동안 미국에 5천억 달러 이상의 투자를 약속했다.
CEO 팀 쿡은 애플이 텍사스에 첨단 기술을 구축하기 위해 첨단 제조 기금을 두 배로 늘리고 있다고 언급했다.
5천억 달러의 약속에는 애플 인텔리전스 인프라, 데이터 센터 및 애플 TV+ 제작 비용이 포함된다.
추가 읽기: <a href="https://www.benzinga.com/25/02/43908370/amd-reshapes-strategy-plans-4-billion-data-center-asset-sale-while-doubling-down-on-gpus" target="_blank" rel="noreferrer noopener">AMD, 전략 재편, 40억 달러 규모 데이터 센터 자산 매각 계획 발표 및 GPU에 대한 투자 확대</a>
애플은 향후 4년 동안 약 2만 명을 고용할 계획이며, 이들 대부분은 R&amp;D, 실리콘 엔지니어링, 소프트웨어 개발, <a href="https://www.apple.com/newsroom/2025/02/apple-will-spend-more-than-500-billion-usd-in-the-us-over-the-next-four-years/" target="_blank" rel="noreferrer noopener">AI 및 머신러닝</a>에 집중할 것이다.
애플은 미국 첨단 제조 기금을 50억 달러에서 100억 달러로 두 배로 늘리고 있다. 이 기금의 확장은 애플이 아리조나에 있는 대만 반도체 제조(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>)의 팹(Fab) 21 시설에서 첨단 실리콘을 생산하기 위해 수십억 달러를 투자하겠다는 약속을 포함한다.
애플은 이 시설의 최대 고객이며, 2,000명 이상의 근로자를 고용하고 있다. 애플 칩의 대량 생산은 1월에 시작되었다.
애플의 이 부문에 대한 투자는 브로드컴(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), 텍사스 인스트루먼트(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TXN#NASDAQ">TXN</a>), 스카이웍스 솔루션(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SWKS#NASDAQ">SWKS</a>) 및 코보(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QRVO#NASDAQ">QRVO</a>)와 같은 미국 회사들에 수천 개의 일자리를 창출하는 데 도움을 준다.
애플과 그 파트너들은 애플 인텔리전스를 지원하는 서버를 생산하기 위한 새로운 첨단 제조 시설을 휴스턴에 설립할 것이다.
애플은 또한 미국 첨단 제조 기금을 두 배로 늘리고, 미시간에 차세대 미국 제조업체를 교육하는 아카데미를 설립하며, 미국 내 연구 및 개발 투자도 확대할 것이다.
애플은 제조 파트너들과 협력하여 올해 말 휴스턴에서 서버 생산을 시작할 것이다. 25만 평방피트 규모의 서버 제조 시설은 2026년에 개소할 예정이며, 수천 개의 일자리를 창출할 것이다.
이전에 미국 밖에서 제조되었던 서버는 곧 휴스턴에서 조립될 예정이며, 애플 인텔리전스를 지원하는 데 중요한 역할을 하며 AI 클라우드 컴퓨팅을 위한 개인 클라우드 컴퓨팅의 기초가 된다.
애플은 애플 인텔리전스를 미국 전역의 고객에게 제공하면서 노스캐롤라이나, 아이오와, 오리건, 아리조나 및 네바다에서 데이터 센터 용량을 확장할 계획이다.
애플의 <a href="https://www.benzinga.com/25/02/43727973/taiwan-semiconductor-eyes-us-expansion-amid-taiwans-push-for-bigger-investments-and-advanced-chip-production" target="_blank" rel="noreferrer noopener">움직임은</a> 도널드 트럼프 대통령의 긴급한 미국 내 반도체 제조 위치 통합 요구와 일치하여, 대만 반도체와 같은 칩 제조업체들이 그곳에서 생산을 늘리도록 촉구했다.
애플의 빅 테크 동료들인 마이크로소프트(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), <a href="https://www.benzinga.com/government/regulations/25/02/43879488/taiwan-semiconductor-too-big-for-the-index-regulator-considers-lifting-weight-cap" target="_blank" rel="noreferrer noopener">2025년까지 AI 인프라에 800억 달러 투자 약속</a>, 메타 플랫폼스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>)는 600억~650억 달러를 배정했다.
가격 동향: AAPL 주식은 월요일 0.66% 상승 247.17달러에 마감되었다.
추가 읽기:
<ul>
<li><a href="https://www.benzinga.com/25/02/43882755/apple-iphone-faces-new-threat-in-china-oppo-launches-ai-powered-foldable-phones-at-lower-prices" target="_blank" rel="noreferrer noopener">중국의 오포가 스마트폰 시장에 새로운 위협을 가하다, AI 기반 폴더블폰을 경쟁력 있는 가격에 출시</a></li>
</ul>
이미지 출처: Shutterstock
Benzinga Pro의 독점 뉴스 및 도구로 더 많은 승리를 거두세요 
독점 속보 및 스캐너와 같은 Benzinga Pro의 강력한 도구 세트로 다른 트레이더보다 우위를 점하세요. 
<a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

코보(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QRVO#NASDAQ">QRVO</a>)는 화요일 시장 마감 후 제3분기 재무 결과를 발표했다. 이 발표로 주가가 시간외 거래에서 13% 이상 급등했다. 이번 분기의 주요 <a href="https://www.benzinga.com/pressreleases/25/01/g43286674/qorvo-announces-fiscal-2025-third-quarter-financial-results">수치</a>를 살펴보겠다.
상세 사항: 코보는 분기당 주당 순이익이 $1.61로, 애널리스트 컨센서스 추정치인 $1.20를 초과했다. 분기 매출은 $916.3백만으로, 애널리스트 컨센서스 추정치인 $901.51백만을 초과했다.
다음 읽기: <a href="https://www.benzinga.com/news/large-cap/25/01/43106379/trump-reverses-bidens-ai-policies-on-day-1-what-it-means-for-tech-giants-nvidia-amd-alphabet">트럼프, 첫날에 바이든의 AI 정책을 뒤집다: 기술 대기업인 엔비디아, AMD, 알파벳에 대한 의미</a>
"코보는 마진을 확장하고 강력한 잉여 현금 흐름을 생성하며 주주 가치를 증가시키기 위한 광범위한 전략적 이니셔티브를 실행하고 있다. 12월 분기 동안 우리는 매출의 약 50%를 차지하는 가장 큰 고객을 성공적으로 지원했다"고 코보의 사장이자 CEO인 밥 브루게보르트(Bob Bruggeworth)가 말했다.
"안드로이드 5G 제품 포트폴리오 내에서 우리는 고객이 코보의 차별화된 제품을 중요시하는 고급 플래그십 및 프리미엄 계층에 초점을 좁히고 있다. HPA 부문에서는 국방 및 항공 우주 분기 매출이 기록을 경신했으며, 3월 분기에서도 지속적인 강세를 기대한다. 성장 및 다각화 전략을 계속 실행하면서, 우리는 HPA와 CSG가 2025 회계연도와 다음 회계연도에 두 자릿수 성장을 달성할 것으로 예상한다."라고 브루게보르트가 덧붙였다.
전망: 코보는 4분기 매출을 $825백만에서 $875백만 사이로 예상하며, 이는 $841.2백만의 추정치에 비해 높은 수치이다. 조정된 주당 순이익은 $0.90에서 $1.10 사이로 예상되며, 이는 $0.86의 추정치에 비해 높은 수치이다.
QRVO 주가 변동: <a href="https://pro.benzinga.com/?gspk=YWRhbWVja2VydDUzMzY&amp;gsxid=zBMR4PKmcgBw">Benzinga Pro</a>의 데이터에 따르면 코보 주식은 화요일 시간외 거래에서 $97.19로 13.30% 상승했다.
다음 읽기:
<ul>
<li><a href="https://www.benzinga.com/25/01/43196106/rigetti-computing-quantum-stargate">리제티 컴퓨팅과 양자 주식이 프로젝트 스타게이트로 급등하다</a></li>
</ul>
이미지: Qorvo, Inc. 제공 
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.

금요일(17일) 아침 미국 주식 선물이 상승하고 있는 가운데, 오늘 투자자들의 관심을 끌 수 있는 주식들은 다음과 같다.
1. 패스널 컴퍼니 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FAST#NASDAQ">FAST</a>)
오늘 개장 전 실적을 발표할 패스널 컴퍼니의 주당순이익은 48센트, 매출은 18억 4천만 달러로 예상된다. 주식은 시간외 거래에서 0.5% 상승하여 75.15달러에 거래되었다.
2. JB 헌트 트랜스포트 서비스 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JBHT#NASDAQ">JBHT</a>)
JB 헌트는 목요일에 4분기 실적이 예상보다 저조하게 나타났다고 발표했다. 주식은 시간외 거래에서 11.1% 하락하여 165.50달러에 거래되었다.
3. 스테이트 스트리트 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/STT#NYSE">STT</a>)
오늘 개장 전 실적을 발표할 스테이트 스트리트의 분기 주당순이익은 2.43달러, 매출은 33억 2천만 달러로 예상된다. 주식은 시간외 거래에서 0.1% 상승한 100.50달러에 거래되었다.
자세한 내용은 <a href="https://www.benzinga.com/premarket/">프리마켓 커버리지</a>를 확인하세요.
4. 코보 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QRVO#NASDAQ">QRVO</a>)
행동주의 투자자 스타보드 밸류(Starboard Value LP)가 어려움을 겪고 있는 반도체 기업인 코보(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QRVO#NASDAQ">QRVO</a>)의 7.7% 지분을 약 5억 달러에 인수한 것으로 목요일에 보도되었다. 코보 주식은 시간외 거래에서 7.1% 상승하여 78.84달러에 거래되었다.
5. 슐럼버거 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SLB#NYSE">SLB</a>)
슐럼버거의 주당순이익은 90센트, 매출은 91억 8천만 달러로 예상된다. 주식은 시간외 거래에서 0.2% 상승하여 41.18달러에 거래되었다.
사진 출처: Shutterstock
다른 트레이더들보다 30분 일찍 시장 움직임에 대한 독점 뉴스를 받아보세요.
Benzinga Pro의 독점 뉴스를 통해 수백만 명의 다른 트레이더보다 더 빠르게 유용한 투자 뉴스를 확인할 수 있습니다. <a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

Pre-Market Outlook

FAST

JBHT

금요일 주목해야 할 주식: 패스널, JB 헌트, 스테이트 스트리트, 코보 및 슐럼버거

행동주의 투자자 스타보드 밸류 LP는 목요일(16일) 코보(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QRVO#NASDAQ">QRVO</a>)의 지분 7.7%를 인수한 것응로 알려졌다. 운영 변경을 위한 잠재적인 타깃으로 부진한 반도체 제조업체를 겨냥한 것이다.
무슨 일 있었나: 월스트리트저널은 소식통을 <a href="https://www.wsj.com/finance/starboard-builds-big-stake-in-chip-maker-qorvo-7a18a71f" target="_blank" rel="noopener">인용해</a> 제프 스미스가 CEO가 이끄는 스타보드의 코보 지분 취득은 코보가 무선 주파수 칩 시장에서 점점 더 많은 도전에 직면하고 있는 가운데 나온 것이라고 보도했다.
노스캐롤라이나주 그린즈버러에 본사를 둔 코보의 주가는 지난 한 해 동안 브로드컴(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>)과 스카이웍스 솔루션스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SWKS#NASDAQ">SWKS</a>) 같은 경쟁업체와 경쟁이 심화되면서 거의 28% 하락했다.
스타보드의 이번 투자는 2014년 RF 마이크로 디바이스(RF Micro Devices)와 합병하여 코보를 설립하기 전에 트라이퀸트 세미컨덕터(TriQuint Semiconductor)에 투자했던 스타보드가 친숙한 영역으로 복귀하는 것을 의미한다. 스타보드는 엔비디아(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)와 마벨 테크놀로지(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>)에 대한 이전 투자를 통해 반도체 부문에서 강력한 존재감을 유지해왔다.
코보의 최근 실적은 월가의 예상치를 하회한 후 주가가 폭락하면서 투자자들을 걱정스럽게 만들었다. 그랜트 브라운 CFO는 10월에 프리미엄 스마트폰에 대한 수요 약화를 언급하며 이러한 문제를 인정하고 수익성 개선을 위한 공장 통합 노력을 발표했다.
코보는 벤징가의 논평 요청에 즉시 응답하지 않았다.
왜 중요한가: 현재 약 70억 달러의 가치를 지닌 칩 제조사인 코보는 소비자들이 보급형 안드로이드 기기로 이동함에 따라 시장 지위를 유지하기 위해 고군분투하고 있다.
월가 애널리스트들은 <a href="https://www.benzinga.com/quote/QRVO/analyst-ratings" target="_blank" rel="noopener">컨센서스 목표주가</a>를 97.65달러로 유지하고 있지만, 최근 골드만삭스, 미즈호, 루프 캐피탈의 평가는 평균 77달러로 다소 완만한 기대치를 제시한다.
<img loading="lazy" decoding="async" class="alignnone size-medium" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/17000713/Screenshot-2025-01-17-at-10.36.23%E2%80%AFAM-1024x376.png?optimize=medium&amp;dpr=2&amp;auto=webp&amp;width=2048" width="1024" height="376" />
스타보드의 코보 투자는 화이자(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PFE#NYSE">PFE</a>), 켄뷰(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KVUE#NYSE">KVUE</a>), 라이엇 플랫폼스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RIOT#NASDAQ">RIOT</a>)에 대한 지분을 포함하는 <a href="https://www.benzinga.com/markets/equities/24/10/41419988/tylenol-listerine-maker-kenvue-under-activist-spotlight-with-starboard-value-stake-overhaul-ahea" target="_blank" rel="noopener">최근 일련의 행동주의적 포지션</a>에 추가되는 것이다.
주가 움직임: 코보는 목요일 시간외 거래에서 7.08% 급등한 78.80달러를 기록했다. <a href=""https://www.benzinga.com/pro/"">벤징가 프로 데이터에</a> 따르면 주가는 정규장에서 0.77% 하락한 73.59달러로 마감했으며 지난 1년 동안 27.43% 하락했다.
이 기사도 읽어보세요: <a href="https://kr.benzinga.com/news/usa/stocks/%EC%A7%90-%ED%81%AC%EB%A0%88%EC%9D%B4%EB%A8%B8-%EC%97%94%EB%B9%84%EB%94%94%EC%95%84-%ED%8A%B8%EB%A0%88%EC%9D%B4%EB%94%A9-%ED%8C%A8%ED%84%B4%EC%97%90-%EC%9D%98%EB%AC%B8-%EC%A0%9C%EA%B8%B0/" target="_blank" rel="noopener">짐 크레이머, 엔비디아 트레이딩 패턴에 의문 제기</a>
이미지 출처: Shutterstock
면책 조항: 이 콘텐츠는 부분적으로 AI 도구의 도움을 받아 작성되었으며, Benzinga 편집자가 검토하고 게시했습니다.
다른 트레이더들보다 30분 일찍 시장 움직임에 대한 독점 뉴스를 받아보세요.
Benzinga Pro의 독점 뉴스를 통해 수백만 명의 다른 트레이더보다 더 빠르게 유용한 투자 뉴스를 확인할 수 있습니다. <a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

KVUE

RIOT

코보, 행동주의 투자자 스타보드의 지분 취득 소식 이후 시간외 거래 7%↑

코보(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QRVO#NASDAQ">QRVO</a>)의 주가가 2분기 실적 발표 후 15% 이상 급락했다. 다음은 <a href="https://www.benzinga.com/pressreleases/24/10/g41610202/qorvo-announces-fiscal-2025-second-quarter-financial-results">보고서의 세부 사항</a>이다.
세부 사항: 코보는 주당 1.88달러의 분기 이익을 발표하여 애널리스트의 예상치인 1.85달러를 상회했습니다. 분기 매출은 10억 4,700만 달러로 예상치 10억 2,800만 달러를 상회했지만, 지난해 같은 기간의 11억 4,400만 달러에서 감소했다.
코보의 CEO인 밥 브루게보르트(Bob Bruggeworth)는 &#8220;9월 분기 동안 ACG는 우리의 가장 큰 고객의 계절적 스마트폰 증산을 성공적으로 지원했다. HPA에서는 D&amp;A 비즈니스를 확장하고 전력 관리 분야에 폭넓은 비즈니스를 구축했다. CSG에서는 Wi-Fi 애플리케이션에서의 리더십을 유지하고 자동차 솔루션 및 초광대역과 매터(Matter)를 위한 SoC 등 다양한 비즈니스로 성장하기 위해 투자했다. HPA와 CSG는 2025 회계연도에 전년 대비 중간 10%대 성장 달성을 목표로 하고 있다&#8221;고 말했다.
전망: 코보는 3분기 조정된 주당 순이익을 1.10~1.30달러로 예상하고 있으며, 예상치인 1.92달러와 매출은 약 9억 달러(± 2500만 달러)로 예상하고 있다. 코보의 CFO인 그랜트 브라운(Grant Brown)은 2025 회계연도 매출과 총 마진이 2024 회계연도 대비 소폭 감소할 것으로 예상한다고 말했다.
QRVO 주가 움직임: <a href="https://pro.benzinga.com/?gspk=YWRhbWVja2VydDUzMzY&amp;gsxid=zBMR4PKmcgBw">Benzinga Pro</a>에 따르면 코보의 주가가 화요일 애프터 마켓에서 15.78% 하락하여 84.62달러에 거래되었다.
추가 기사 읽기:
<ul>
<li><a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/10/41497160/starbucks-analysts-bullish-on-ceo-brian-niccol-after-tough-preannouncement-zeroing-">스타벅스의 CEO 브라이언 니콜에 대한 애널리스트들의 긍정적인 평가: &#8216;올바른 문제에 집중하고 있다&#8217;</a></li>
</ul>
사진: Mediamodifier from Pixabay

코보의 주식은 양호한 2분기 실적 발표에도 약한 3분기 전망에 15% 이상 급락

6월은 <a href="https://www.benzinga.com/etfs" target="_blank" rel="noopener" data-google-interstitial="false">섹터 및 산업 성과</a>의 상당한 격차에도 불구하고 SPDR S&amp;P 500 ETF Trust(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>)가 추적하는 S&amp;P 500이 3.2% 상승하는 등 주식 시장에서 높은 평가를 받으며 마감되었다.
Technology Select Sector SPDR Fund(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLK#NYSE">XLK</a>)가 추적하는 기술 부문은 지난달 실적에서 11개 S&amp;P 500 섹터를 주도하며 7.7% 급등해 올해 가장 높은 월간 상승률을 달성했다.
이와는 대조적으로 유틸리티 부문은 Utilities Select Sector SPDR Fund(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLU#NYSE">XLU</a>)가 6.3% 하락해 2023년 9월 이후 최악의 달을 기록하는 등 부진했다.
<h3 class="wp-block-heading">6월 최고의 성과를 보인 산업 ETF들</h3>
iShares Expanded Tech-Software Sector ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IGV#NYSE">IGV</a>)는 지난달 11.3% 상승하여 산업 ETF 중 1위를 차지했다.
이에 뒤이어 VanEck Semiconductor ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SMH#NYSE">SMH</a>)가 8.4% 상승하며 반도체 부문에서 강력한 모멘텀을 보여주었다.
VanEck Semiconductor ETF는 2023년 10월 최저치를 기록한 이후 무려 87%, 2022년 10월 이후로는 200% 이상 상승해 AI 중심 주식의 눈부신 성장을 반영했다.
월간 실적 측면에서 3위를 차지한 SPDR S&amp;P Biotech ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XBI#NYSE">XBI</a>)는 4% 상승했다.
소프트웨어 부문에서는 24.9% 상승한 어도비(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ADBE#NASDAQ">ADBE</a>), 22.1% 오른 크라우드스트라이크 홀딩스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWD#NASDAQ">CRWD</a>), 20% 상승한 오라클(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>)이 눈에 띄는 성과를 거두었다.
브로드컴(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>)는 21% 상승으로 칩 제조업체를 이끌었다. 유니버설 디스플레이 코퍼레이션(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OLED#NYSE">OLED</a>)은 19.7% 증가로 그 뒤를 쫓았고, 코보(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QRVO#NASDAQ">QRVO</a>)는 18% 상승을 기록했다.
생명공학 분야에서 실렉스 홀딩(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SCLX#NASDAQ">SCLX</a>)는 78.8%의 급등을 경험하여 업계 최고의 상승세를 보였다. 앨라일람 파마슈티컬스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ALNY#NASDAQ">ALNY</a>)는 63.7% 급등한 반면, 어비디티 바이오사이언스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RNA#NASDAQ">RNA</a>)는 52%의 강력한 상승세를 보였다.
<h3 class="wp-block-heading">6월 자금 유입량 상위 산업 ETF</h3>
자금 흐름을 조사한 결과 VanEck Semiconductor ETF는 투자자들에게 최고의 선택으로 부상했으며 트레이딩뷰(Tradingview) 데이터에 따르면 10억 달러 이상을 유치하고 9개월 연속 유입을 달성했다. 올해 현재까지 이 펀드는 46억 달러의 순유입을 기록했다.
iShares Expanded Tech-Software Sector ETF는 6월에 약 4억 8천만 달러를 유치하여 6개월 연속 유출을 깨고 2022년 9월 이후 가장 높은 월간 유입을 기록했다. 그러나 연간 순 흐름은 여전히 ​​11억 5천만 달러 마이너스이다.
iShares Biotechnology ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBB#NYSE">IBB</a>)는 투자자들의 높은 관심을 반영하여 지난달 1억 4,800만 달러의 자금을 유입했다. 강력한 유입을 목격한 또 다른 업계는 약 1억 3천만 달러를 유치한 Global X Copper Miners ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COPX#NYSE">COPX</a>)로 대표된다.
다음 읽기:
<ul>
<li><a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/07/39577080/manufacturing-contracts-more-than-expected-in-june-putting-pressure-on-profitabilit">6월 제조업 계약 예상보다 많아 &#8216;수익성 압박&#8217;: 수익률 상승, 주식 하락</a></li>
</ul>
사진: 셔터스톡

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