에 대한 최신 뉴스 Ferrari (NYSE:RACE) 주식

Ferrari

Ferrari designs, engineers, and manufactures some of the world's most expensive luxury cars. With supply carefully controlled to be below demand and a brand steeped in decades of motor racing history, a Ferrari is viewed as a status symbol. In 2023, the company sold 13,663 vehicles at an average price over EUR 400,000 with more than 70% of its vehicles being sold to existing Ferrari clients. Eighty-six percent of revenue is generated from the sale of cars and spare parts and 10% from sponsorship, commercial, and brand activities including racing and lifestyle activities. In 2023, the Europe, Middle East, and Africa region accounted for 48% of revenue, the Americas was 30%, mainland China, Hong Kong, and Taiwan was 10%, and the rest of Asia was 13%.

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뱅크오브아메리카는 2025년에 실적이 개선될 것으로 예상되는 주요 자동차 주식 3종목으로 페라리(RACE), 앱티브(NYSE:APTV) 및 오토네이션(NYSE:AN)을 선정했다. 이들 기업은 최근의 변동성과 섹터 내 과제에도 불구하고 자동차 산업의 지속적인 추세로부터 혜택을 받을 수 있는 좋은 위치에 있다고 강조했다.

뱅크오브아메리카: 2025년 상승할 자동차 주식 3종목은?

럭셔리 자동차 판매와 관련하여, 페라리(NYSE:RACE), 롤스로이스 및 마세라티와 같은 브랜드들은 그들의 차량만큼이나 화려한 전략을 사용한다. 이 자동차 제조사들은 고객이 그들의 차량을 거부할 수 없게 만드는 방법을 잘 알고 있으며, 때로는 고객들이 회사를 대신하여 일을 해주고 있다는 느낌을 받게 하여 마치 좋은 거래를 하고 있는 것처럼 느끼게 만든다.

페라리는 고객을 상대로 영리한 방법을 고안, 롤스로이스와 마세라티는 다른 길을 선택

Asia

Equities

Large Cap

Mid Cap

Specialty ETFs

Econ #s

Interview

ETFs

BURBY

CFRUY

HESAY

LVMUY

럭셔리 시장은 중요한 전환점에 있으며, 레거시 브랜드들과 에스퍼레이셔널(aspirational) 플레이어들 간의 뚜렷한 경계가 나타나고 있다고 테마(Tema) ETFs의 CEO인 마우리츠 팟(Maurits Pot)이 전했다.

독점: 테마 ETF의 CEO는 &#34;럭셔리 시장은 &#39;중요한 전환&#39;을 겪고 있다&#34;고 주장

Ferrari NV

Race Oncology Ltd

SK hynix Inc. reported financial results for 2024, with revenues surging 102% to 66.19 trillion won ($46.34 billion), driven by explosive demand for artificial intelligence memory products. 
The South Korean semiconductor manufacturer, a critical supplier to Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), transformed from a loss-making position in 2023 to delivering a robust net profit of 19.79 trillion won ($13.84 billion).
The fourth-quarter performance highlighted the company&#8217;s strategic pivot, with revenues climbing 75% year-over-year to 19.7670 trillion won ($13.7 billion) and operating profit skyrocketing 2,236% to 8.08 trillion won ($5.66 billion). High-bandwidth memory emerged as a key growth driver, representing over 40% of total DRAM revenue and underscoring the company&#8217;s critical role in the AI semiconductor supply chain.
CFO Kim Woohyun emphasized the company&#8217;s profitability-first approach, noting &#8220;fundamental improvements&#8221; in high value-added product mix. The company plans continued investment in advanced memory technologies like HBM3E and HBM4, targeting growing demand from global technology leaders investing heavily in AI infrastructure.
Financial improvements were complemented by balance sheet optimization, with cash equivalents increasing 5.2 trillion won ($3.64 billion) and debt reducing 6.8 trillion won ($4.76 billion) in 2024. SK hynix also raised its annual dividend by 25% to 1,500 won ($1.05) per share, signaling confidence in its strategic positioning.
Price Action: SK Hynix stock is trading at 218,500 won ($151.97) on Thursday, down 3.10% as of 10:38 a.m. local time on the South Korea Exchange. Over the past year, the stock has surged by 55.18%, according to <a href="https://pro.benzinga.com/dashboard">data from Benzinga Pro</a>.
Read Next: 
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<li><a href="https://www.benzinga.com/government/regulations/25/01/43144858/sp-500-hits-fresh-records-at-6100-as-strong-earnings-trumps-ai-wager-fuel-bull-run">S&amp;P 500 Hits Fresh Records At 6,100: Strong Earnings, Trump&#8217;s AI Wager Fuel Bull Run</a></li>
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Image via Wikimedia Commons
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Earnings

Markets

NVDA

Nvidia Supplier SK Hynix Soars 102% In Revenue, But Stock Drops Despite AI Memory Boom

Gary Black has credited Netflix Inc.'s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>) <a href="https://www.benzinga.com/news/earnings/25/01/43114866/netflix-q4-earnings-record-subscribers-nfl-squid-game-push-past-highest-expectations">fourth-quarter performance</a> to its live sports strategy, original content, and price hike that saw minimal customer attrition.
What Happened: The Future Fund LLC managing partner took to X on Wednesday and highlighted Netflix's ability to attract massive audiences with its live sports and entertainment offerings.
&#8220;$NFLX (+10.5% AH) crushed 4Q net streaming adds (+18.9M vs +9.2M est) behind the strength of live sports and Squid Games 2,&#8221; he stated.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true"><a href="https://twitter.com/search?q=%24NFLX&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$NFLX</a> (+10.5% AH) crushed 4Q net streaming adds (+18.9M vs +9.2M est) behind the strength of live sports and Squid Games 2. 2025/1Q Rev and EPS guides light vs ests. 4Q: &#8211; Revs $10.25B vs $10.11B est &#8211; EPS $4.27 vs $4.18 est &#8211; Paid members 301.6M vs 290.9M 1Q guide: &#8211; Rev…
&mdash; Gary Black (@garyblack00) <a href="https://twitter.com/garyblack00/status/1881813710328443019?ref_src=twsrc%5Etfw">January 21, 2025</a></blockquote>
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See Also: <a href="https://www.benzinga.com/news/global/25/01/43088582/gary-black-questions-elon-musks-take-on-ev-credit-removal-after-tesla-sales-drop-in-europe-not-sure-how-the-math-works">Gary Black Questions Elon Musk&#8217;s Take On EV Credit Removal After Tesla Sales Drop In Europe: &#8216;Not Sure How The Math Works&#8217;</a>
Black noted that the Mile Tyson&#8211;Jake Paul fight and Beyoncé's Christmas show as pivotal in delivering 18.9 million net subscriber adds, more than double the expected 9.2 million.
"When you have 65 million people go to Netflix for the Tyson-Paul fight and 25 million for Beyoncé&#8217;s halftime show, it was clear Netflix was going to get huge net subscriber adds," Black said.
The prominent investor also pointed out that Netflix's 14% price increase contributed significantly to its revenue growth while maintaining low customer attrition.
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">When you have 65M people go to <a href="https://twitter.com/search?q=%24NFLX&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$NFLX</a> for Mike Tyson-Jake Paul fight, and 25M people for Beyonce halftime show on Christmas, it was clear NFLX was going to get huge net subscriber adds (+18.9M vs +9.2M exp). Add to that a +14% avg price increase with very low attrition, and it's…
&mdash; Gary Black (@garyblack00) <a href="https://twitter.com/garyblack00/status/1882062783635722505?ref_src=twsrc%5Etfw">January 22, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
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Why It Matters: Netflix&#8217;s fourth-quarter results have been described as one of the best in the company&#8217;s history.
The streaming giant brought its total paid memberships to 301.63 million compared to 290.9 million estimated. It also reported $10.25 billion in revenue, beating the expected $10.11 billion, and an EPS of $4.27, exceeding the projected $4.19.&nbsp;
However, Netflix's first-quarter 2025 guidance slightly missed expectations, with forecasted revenue of $10.42 billion (vs. $10.48 billion expected) and EPS of $5.58 (vs. $6.01 expected).
Analysts have <a href="https://www.benzinga.com/general/entertainment/25/01/43136402/netflix-stock-firing-on-all-cylinders-10-analysts-react-to-q4-beat-guidance-price-increases">adjusted their price targets</a> for Netflix, with Macquarie analyst Tim Nollen raising the target from $965 to $1,150, and KeyBanc analyst Justin Patterson increasing it from $1,000 to $1,100.
Netflix has also surpassed the <a href="https://www.benzinga.com/general/education/25/01/43145703/netflix-worth-more-than-disney-paramount-comcast-fox-combined">combined market cap</a> of entertainment giants like Walt Disney Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>), Paramount Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PARA#NASDAQ">PARA</a>) and Comcast Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>).
Price Action: Black predicted a 20% upside for Netflix on Wednesday. During regular trading, the stock gained 9.69%, though it edged down 0.49% in after-hours trading.
Despite the slight after-hours dip, NFLX has delivered impressive gains this year, rising 7.59% year-to-date and an astounding 96.41% over the past 12 months, according to <a href="https://pro.benzinga.com/dashboard">data from Benzinga Pro</a>.
Netflix currently has a Relative Strength Index (RSI) of 67, indicating that the stock is in neutral territory.
<figure class="wp-block-image size-large"><a href="https://www.benzinga.com/quote/NFLX/analyst-ratings"><img decoding="async" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/22210933/Screenshot-2025-01-23-at-7.39.26%E2%80%AFAM-1024x375.png" alt="" class="wp-image-745822" /></a></figure>
Read Next:
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<li><a href="https://www.benzinga.com/markets/asia/25/01/43088007/nvidia-apple-supplier-tsmc-halts-production-as-6-4-magnitude-earthquake-strikes-taiwan" target="_blank" rel="noreferrer noopener">Nvidia, Apple-Supplier TSMC Halts Production As 6.4 Magnitude Earthquake Strikes Taiwan</a></li>
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Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Entertainment

Tech

CMCSA

NFLX

PARA

Netflix Crushed Q4 Thanks To Sports, Squid Game, Says Gary Black: Analyst Highlights Low Attrition Despite Price Hikes, Predicts Stock Upside

Leading cryptocurrencies dipped on Wednesday, diverging with the stock market rally, as the market expects more from the new Donald Trump administration.
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<table>
<tbody>
<tr>
<td>Cryptocurrency</td>
<td>Gains +/-</td>
<td>Price (Recorded at 7:30 p.m. ET)</td>
</tr>
<tr>
<td>Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>)</td>
<td>-2.33%</td>
<td>$103,392.39</td>
</tr>
<tr>
<td>Ethereum (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/eth/usd">ETH</a>) &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</td>
<td>-2.13%</td>
<td>$3,255.66</td>
</tr>
<tr>
<td>Dogecoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/doge/usd">DOGE</a>)&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</td>
<td>-1.94%</td>
<td>$0.3612</td>
</tr>
</tbody>
</table>
</figure>
What Happened: Bitcoin steadily fell from the highs of $107,000 tapped the day before. The top cryptocurrency hit an intraday low of $102,561 overnight.
Ethereum followed a similar trajectory, losing more than 2% of its value in the last 24 hours. The second-largest cryptocurrency has suffered losses of more than 5% over the week.
Though the SEC under acting Chairman Mark Uyeda launched a<a href="https://www.benzinga.com/top-stories/25/01/43110946/sec-launches-crypto-task-force-to-establish-clear-regulatory-framework"> dedicated cryptocurrency task force</a> to frame regulations for the industry, investors have been left disappointed due to no cryptocurrency-related executive orders from Trump thus far.
In the past 24 hours, 96,027 traders were liquidated, with total liquidations at $185.56 million. Upside bets worth $133.52 million were wiped out.
Long liquidations likely caused Bitcoin's Open Interest to slip by 3.06% in the last 24 hours.
That said, a rebound to $107,000 could liquidate nearly $565 million worth of short positions.
The market sentiment cooled from "Extreme Greed" to "Greed" over the last 24 hours, according to the Crypto Fear &amp; Greed Index.
Top Gainers (24-Hours)
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<tbody>
<tr>
<td>Cryptocurrency</td>
<td>Gains +/-</td>
<td>Price (Recorded at 7:30 p.m. ET)</td>
</tr>
<tr>
<td>XDC Network (XDC)</td>
<td>+14.13%</td>
<td>$0.1318</td>
</tr>
<tr>
<td>Worldcoin (WLD)</td>
<td>+8.21%</td>
<td>$2.28</td>
</tr>
<tr>
<td>Pudgy Penguins (PENGU)</td>
<td>+5.10%</td>
<td>$0.02501</td>
</tr>
</tbody>
</table>
</figure>
The global cryptocurrency market capitalization stood at $3.62 trillion, expanding by 3.62% in the last 24 hours.
Stocks surged for the second straight trading day of the week. The Dow Jones Industrial Average jumped 130.92 points, or 0.30%, to close at 44,156.73. The S&amp;P 500 lifted 0.61%, ending at&nbsp; 6,086.37, just below its record closing highs. The tech-heavy Nasdaq Composite gained 1.28% to close at 20,009.34.
Artificial intelligence players, including Nvidia Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), surged as President Donald Trump announced a $500 billion initiative <a href="https://www.benzinga.com/etfs/sector-etfs/25/01/43135764/trumps-500-billion-stargate-ai-plan-puts-3-etfs-in-focus">to bolster the industry</a> in the U.S. Nvidia rallied 4.43% during Wednesday's session.
See More: <a href="https://www.benzinga.com/money/best-crypto-scanners">Best Cryptocurrency Scanners</a>
Analyst Notes: Widely followed cryptocurrency technical analyst Rekt Capital noted that Bitcoin likely entered a re-accumulation phase before trend continuation to new all-time highs.
"The last time Bitcoin experienced re-accumulation was in the post-halving re-accumulation phase. Bitcoin rallied +46% upon breakout from that phase," the analyst added.
A similar move could propel the apex cryptocurrency to nearly $150,000, Rekt Capital projected.
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true"><a href="https://twitter.com/hashtag/BTC?src=hash&amp;ref_src=twsrc%5Etfw">#BTC</a> Bitcoin is likely experiencing another Re-Accumulation period before trend continuation to new All Time Highs The last time Bitcoin experienced Re-Accumulation was in the Post-Halving Re-Accumulation phase Bitcoin rallied +46% upon breakout from that phase If Bitcoin is… <a href="https://t.co/66cu6CjZmS">pic.twitter.com/66cu6CjZmS</a>
&mdash; Rekt Capital (@rektcapital) <a href="https://twitter.com/rektcapital/status/1882105114707587223?ref_src=twsrc%5Etfw">January 22, 2025</a></blockquote>
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Popular cryptocurrency trader Michaël van de Poppe made optimistic predictions for Ethereum, owing to <a href="https://www.benzinga.com/25/01/43088676/trump-backed-world-liberty-financial-bags-47-million-each-of-ethereum-wrapped-bitcoin-to-honor-the-new-president">large purchases</a> by World Liberty Financial, a decentralized finance platform backed by Trump.
"The fact that World Liberty has been buying so much ETH makes me more bullish on that particular asset," he said. "I think it&#8217;s going to start and make a great revival through 2025."
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">The fact that World Liberty has been buying so much <a href="https://twitter.com/search?q=%24ETH&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$ETH</a> makes me more bullish on that particular asset. I don&#39;t think <a href="https://twitter.com/search?q=%24ETH&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$ETH</a> is the <a href="https://twitter.com/search?q=%24ADA&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$ADA</a> of this cycle. I think it&#39;s going to start and make a great revival through 2025.
&mdash; Michaël van de Poppe (@CryptoMichNL) <a href="https://twitter.com/CryptoMichNL/status/1882078516847538192?ref_src=twsrc%5Etfw">January 22, 2025</a></blockquote>
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Photo by Avi Rozen on Shutterstock
Read Next:    
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<li><a href="https://www.benzinga.com/markets/cryptocurrency/25/01/43119637/michael-saylors-proposal-to-increase-microstratagys-share-count-approved-by-shareholders-more-bitcoin-purchases-on-the-cards">Michael Saylor&#8217;s Proposal To Increase MicroStratagy&#8217;s Share Count Approved By Shareholders — More Bitcoin Purchases On The Cards?</a></li>
</ul>

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Bitcoin, Ethereum, Dogecoin Drop Amid Stock Rally, Cooling Investor Sentiment On Trump: Analyst Projects BTC At $150K If History Repeats

Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) has seen a staggering $510 billion decline in market capitalization over the past three weeks, paving the way for Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) to reclaim its position as the world&#8217;s largest company, according to analysis from The Kobeissi Letter.
What Happened: The market shift stems from Apple&#8217;s significant challenges in the Chinese smartphone market, where annual iPhone shipments dropped 17% in 2024—the largest annual sales decline since 2016. Apple has now fallen behind local competitors Vivo and Huawei in China&#8217;s competitive smartphone landscape.
Investor Warren Buffett, long a proponent of Apple, recently reduced Berkshire Hathaway&#8216;s Apple stake by 25%, maintaining 300 million shares. Despite this reduction, Apple remains a <a href="https://www.benzinga.com/news/25/01/43132892/warren-buffett-once-claimed-iphones-are-so-great-that-no-one-would-take-10000-to-stop-buying-them">critical 26% of Berkshire&#8217;s portfolio</a>.
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Apple stock, <a href="https://twitter.com/search?q=%24AAPL&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$AAPL</a>, has erased $510 billion in market cap over the last 3 weeks. Since December 26th, the stock has declined ~14% and the company's worth has fallen to $3.35 trillion. As a result, Nvidia, <a href="https://twitter.com/search?q=%24NVDA&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$NVDA</a>, has again surpassed Apple as the world's largest company. This… <a href="https://t.co/pGmLxLxCsG">pic.twitter.com/pGmLxLxCsG</a>
&mdash; The Kobeissi Letter (@KobeissiLetter) <a href="https://twitter.com/KobeissiLetter/status/1882148905166516690?ref_src=twsrc%5Etfw">January 22, 2025</a></blockquote>
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JPMorgan analyst Samik Chatterjee attributes Apple&#8217;s struggles to multiple factors, including currency headwinds, limited AI feature adoption, and challenging market conditions in China. The analyst expects Apple&#8217;s first-quarter earnings to fall slightly <a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/01/43097512/apples-ai-advances-cant-offset-chinese-market-slowdown-says-analyst">below consensus estimates</a>, with potential guidance disappointments.
See Also: <a href="https://www.benzinga.com/government/regulations/25/01/43144858/sp-500-hits-fresh-records-at-6100-as-strong-earnings-trumps-ai-wager-fuel-bull-run">S&amp;P 500 Hits Fresh Records At 6,100: Strong Earnings, Trump&#8217;s AI Wager Fuel Bull Run</a>
Why It Matters: Needham analyst Laura Martin remains cautiously optimistic, maintaining a $260 price target and highlighting Apple&#8217;s potential in services, wearables, and emerging technologies like Vision Pro. However, Martin acknowledges the company&#8217;s heavy <a href="https://www.benzinga.com/analyst-ratings/price-target/25/01/43110913/apples-iphone-dependence-remains-but-services-wearables-offer-growth-potential-analyst">dependence on iPhone sales</a>.
The evolving tech landscape presents significant challenges for Apple, with local Chinese brands and AI-powered competitors increasingly threatening its market dominance. As Nvidia capitalizes on AI technological advancements, Apple faces critical questions about innovation and global market strategy, according to The Kobeissi.
Price Action: Apple&#8217;s stock closed at $223.83 on Wednesday, gaining 0.53% during the regular session. In after-hours trading, the stock dipped 0.29%. Over the past 52 weeks, Apple has traded between a low of $164.08 and a high of $260.09, according to <a href="https://pro.benzinga.com/dashboard">data from Benzinga Pro</a>.
Read Next: 
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<li><a href="https://www.benzinga.com/general/education/25/01/43145703/netflix-worth-more-than-disney-paramount-comcast-fox-combined">Netflix Worth More Than Disney, Paramount, Comcast, Fox Combined</a></li>
</ul>
Image Via Shutterstock 
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

AAPL

Apple's $510 Billion Market Cap Drop Opens Door For Nvidia To Reclaim World's Largest Company Title Amid iPhone Maker's China Struggles

JP Morgan Chase (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JPM#NYSE">JPM</a>) CEO, Jamie Dimon, expressed his approval of President Donald Trump&#8217;s proposed tariffs on several countries, including Canada, Mexico, and China on Wednesday.
What Happened: During a discussion at the World Economic Forum, Dimon argued that the national security benefits of these tariffs would surpass any potential inflationary impact. He was quoted saying, &#8220;If it&#8217;s a little inflationary, but it&#8217;s good for national security, so be it. I mean, get over it,&#8221; <a href="https://www.cnbc.com/2025/01/22/jamie-dimon-on-trumps-tariffs-get-over-it.html">reported</a> CNBC.
Dimon also referred to tariffs as an &#8220;economic tool,&#8221; and dismissed the idea that they are inherently inflationary. His comments come amidst claims from some economists that tariffs would increase prices for American consumers and harm the country&#8217;s economy.
"Tariffs can change the dollar, but the most important thing is growth," Dimon said in the interview.
Dimon wasn't the only Wall Street leader expressing optimism about tariffs. Goldman Sachs CEO David Solomon, speaking at Davos, said that business leaders have been adapting to potential policy changes, including trade.
 He described the shifts as a &#8220;rebalancing&#8221; of trade agreements that, if managed carefully, could benefit U.S. growth. Solomon emphasized the importance of a thoughtful approach, noting that some measures are likely part of broader negotiation strategies. &#8220;Used appropriately, it can be constructive,&#8221; he said, adding that the situation will evolve over time and requires close monitoring.
Why It Matters: Trump had previously announced his consideration of a <a href="https://www.benzinga.com/etfs/emerging-market-etfs/25/01/43130930/trump-looking-at-10-tariff-on-china-starting-feb-1">10% tariff on goods</a> from China, which could take effect as early as Feb.1.
This was followed by his pledge to <a href="https://www.benzinga.com/25/01/43103527/mexican-peso-canadian-dollar-slide-as-trump-threatens-25-tariffs-expert-eyes-price-hikes-on-typical-us-breakfast">impose 25% tariffs on imports</a> from Canada and Mexico starting Feb. 1, causing the Mexican peso and Canadian dollar to weaken.
These proposed tariffs have sparked debates among economists, trade experts, and consumers, as they could <a href="https://www.benzinga.com/personal-finance/24/12/42367505/economists-warn-trumps-tariffs-on-canada-mexico-and-china-could-hurt-your-budget-more-than-help-it">lead to higher costs</a> for American households. Economic analyst Catherine Rampell warned that the tariffs could raise prices on a wide range of consumer goods.
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This story was generated using <a href="https://www.benzinga.com/author/benzinga-neuro">Benzinga Neuro</a> and edited by <a href="https://www.benzinga.com/author/shivdeep-dhaliwal" target="_blank" rel="noreferrer noopener">Shivdeep Dhaliwal</a>

Politics

General

Jamie Dimo Supports Trump's Tariffs: 'If It's A Little Inflationary, But It's Good For National Security, So Be It'

Wallets belonging to Ross Ulbricht, the imprisoned creator of the illegal drug marketplace&nbsp;Silk Road, were discovered on Wednesday, containing as many as 430 Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) unmoved for over 13 years.
What Happened: In an X post, Conor Grogan, a director at&nbsp;Coinbase, said that he had found nearly 430 BTC across multiple wallets linked to Ulbricht. These wallets were not seized by the U.S. government and have remained untouched for over 13 years. 
&#8220;Back then these were probably&nbsp;dust wallets, now, collectively, they&nbsp;are worth about $47 million,&#8221; Grogan disclosed in the post. At the current prices, the value of these assets amounted to $44.48 million.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">I found ~430 BTC across dozens of wallets associated with Ross Ulbricht that were not confiscated by the USGovt and have been untouched for 13+ years Back then these were probably dust wallets, now, collectively, they are worth about $47M. Welcome back Ross <a href="https://t.co/KmCp4xcrI7">pic.twitter.com/KmCp4xcrI7</a>
&mdash; Conor (@jconorgrogan) <a href="https://twitter.com/jconorgrogan/status/1882046613709115875?ref_src=twsrc%5Etfw">January 22, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
It&#8217;s uncertain whether Ulbricht still has access to the keys to these wallets. Grogan said, &#8220;We will know soon enough,&#8221; suggesting that it&#8217;d be clear if the dormant Bitcoins start to move.
A section of the cryptocurrency community didn&#8217;t approve Conor making the wallet details public. In his defense, he said they were already public and cited in Ulbricht&#8217;s trial documents.
See Also:<a href="https://www.benzinga.com/24/12/42735744/pharma-bro-martin-shkreli-predicts-doom-for-michael-saylors-microstrategy-as-stock-dips-below-300-in-after-hours-trading"> </a><a href="https://www.benzinga.com/markets/cryptocurrency/25/01/43119637/michael-saylors-proposal-to-increase-microstratagys-share-count-approved-by-shareholders-more-bitcoin-purchases-on-the-cards">Michael Saylor&#8217;s Proposal To Increase MicroStratagy&#8217;s Share Count Approved By Shareholders — More Bitcoin Purchases On The Cards?</a>
Why It Matters: This discovery comes shortly after President Donald Trump pardoned Ulbricht, fulfilling a campaign promise. Trump granted Ulbricht a &#8220;full and unconditional&#8221; pardon in support of the of the Libertarian Movement
Ulbricht was serving a double life sentence since 2013 for creating the darknet website, a hub of the illegal trafficking of heroin, cocaine, LSD, and other substances, all paid for in Bitcoin.
It remained to be seen whether Ulbricht would be able to access these funds following his pardon.
Price Action: At the time of writing, Bitcoin was exchanging hands at $103,150.67, down 2.17% in the last 24 hours, according to <a href="https://pro.benzinga.com/dashboard?_gl=1&#x2A;380nj0&#x2A;_ga&#x2A;MTEyOTAyOTcxMy4xNzEzMzY0NTYy&#x2A;_ga_V7ZK73W7N0&#x2A;MTcxNDk4MzIzMi42LjEuMTcxNDk4OTE0Ni4wLjAuMA..">data from Benzinga Pro</a>.
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</ul>
Image via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of&nbsp;<a href="https://www.benzinga.com/author/benzinga-neuro" target="_blank" rel="noreferrer noopener">Benzinga Neuro</a>&nbsp;and was reviewed and published by Benzinga editors.<a href="https://www.benzinga.com/apis?utm_source=benzinga.com&amp;utm_campaign=article-bottom" rel="noreferrer noopener" target="_blank"></a>

Bitcoin Worth $44 Million Found In Ross Ulbricht's Wallets  — Will The Freshly Pardoned Silk Road Founder Move The Coins?

Secretary of State Marco Rubio is gearing up for his first foreign tour, with Panama on his itinerary, amid rising tensions over the Panama Canal.
What Happened: Rubio&#8217;s inaugural foreign trip as Secretary of State will also include Guatemala, El Salvador, Costa Rica, and the Dominican Republic. However, these plans are still tentative, according to officials privy to the matter, <a href="https://www.politico.com/news/2025/01/22/marco-rubio-panama-00200137">reported</a> Politico.
This visit, which could reportedly take place as early as next week, follows President Donald Trump&#8217;s controversial remarks hinting at the U.S. potentially reclaiming the Panama Canal. These comments have sparked a diplomatic spat with Panama. &#8220;The Panama Canal belongs to Panama and will continue to belong to Panama,&#8221; asserted Panama&#8217;s President, José Raúl Mulino, at the World Economic Forum earlier this week.
During his tour, Rubio is expected to tackle two critical issues on the MAGA foreign policy agenda: illegal migration and the Panama Canal. The countries on Rubio&#8217;s travel list,&nbsp;including Guatemala and El Salvador,&nbsp;are key transit points for migrants heading to the U.S. southern border.
In a recent memo&nbsp;to State Department employees, Rubio&nbsp;underscored mass migration as &#8220;among&nbsp;the most consequential issues of&nbsp;our time&#8221; and committed to collaborating with Western Hemisphere nations to stem illegal immigration.
The State Department has not yet commented on Rubio&#8217;s impending travel.
Why It Matters: The controversy over the Panama Canal has been brewing for some time. In January, <a href="https://www.benzinga.com/news/global/25/01/42864556/trump-does-not-rule-out-military-force-to-acquire-panama-canal-greenland-we-need-them-for-economic-security">Trump refused to rule out the use of military force</a> to regain control of the canal, citing economic security. 
Trump&#8217;s comments sparked backlash from Panama&#8217;s President Mulino, who <a href="https://www.benzinga.com/24/12/42639737/trumps-call-to-reclaim-panama-canal-sparks-backlash-every-square-meter-belongs-to-panama-says-president-mulino">asserted Panama&#8217;s ownership of the canal</a> in December. 
Trump&#8217;s threat to seize the canal, which <a href="https://www.benzinga.com/startups/25/01/43036986/trumps-2-5-billion-power-play-what-seizing-the-panama-canal-would-cost">generates $2.5 billion in annual revenue for Panama</a> and handles 5% of global maritime trade, has raised concerns about potential disruption to international commerce.
Image via Shutterstock
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This story was generated using <a href="https://www.benzinga.com/author/benzinga-neuro">Benzinga Neuro</a> and edited by <a href="https://www.benzinga.com/author/shivdeep-dhaliwal" target="_blank" rel="noreferrer noopener">Shivdeep Dhaliwal</a>

Marco Rubio Reportedly Set To Visit Panama Amid Trump's Canal Rhetoric

Artificial intelligence and AI agents are changing the workforce and the job market, according to a report from the <a href="https://www.benzinga.com/search?q=World+Economic+Forum#:~:text=Adam%20Eckert,1%3A40%20PM">World Economic Forum.&nbsp;</a>
The Details: According to the WEF's The Future of Jobs Report 2025, 41% of employers surveyed expect to reduce the size of their workforces in the next five years, specifically in roles "where AI can replicate people's work." 
The survey's respondents expect the fastest-declining roles to include cashiers and ticket clerks, administrative assistants and executive secretaries, printing workers, accountants and auditors. The WEF primarily attributed the decline in demand for these clerical roles to AI and information processing technologies, robots and autonomous systems. 
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Growth in AI and information processing technology is expected to create 11 million jobs, while eliminating nine million others, more than any other technology trend. 
The WEF pointed to robotics and autonomous systems as the largest net job displacer, with a net decline of five million jobs.
"Trends such as generative AI and rapid technological shifts are upending industries and labor markets, creating both unprecedented opportunities and profound risks," said Till Leopold, head of Work, Wages and Job Creation at WEF. 
"The time is now for businesses and governments to work together, invest in skills, and build an equitable and resilient global workforce," Leopold added.&nbsp;
AI Agents: Some companies like Oracle Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) and Salesforce, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>) are developing AI agents designed to automate repetitive and time-consuming tasks. These AI agents could contribute to some of the job displacement the WEF highlighted. 
Oracle offers more than 50 role-based AI agents within its Oracle Fusion Cloud Applications Suite which can <a href="https://www.benzinga.com/quote/ORCL#:~:text=Oracle%20AI%20Agents%20Help%20Sales%20Teams%20Create%20More%20Meaningful%20Customer%20Connections">perform tasks</a> in the areas of finance, sales, customer service and marketing. Salesforce's Agentforce is an AI platform that enables companies and organizations <a href="https://www.benzinga.com/25/01/42917603/salesforce-empowers-retailers-with-ai-to-boost-efficiency-and-sales">to build</a> customized autonomous AI agents for various business functions.
Experts predict AI agents will grow to become commonplace in the near term. 
"Agents are the next step in putting AI to work in the real world. Consumers should expect almost every major business they interact with to create an agent. We'll see agents supporting customers in banking, insurance, healthcare and retail. By this time next year, agents will be a reality of our collective digital lives," Paul Drews, managing partner for Salesforce Ventures<a href="https://www.fastcompany.com/91254053/25-experts-predict-how-ai-will-change-business-and-life-in-2025"> told</a> Fast Company.&nbsp;
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Photo: Shutterstock

Global

ORCL

AI, AI Agents Will Create 'Unprecedented Opportunities And Profound Risks,' World Economic Forum Says

Social media followers of the president, first lady and vice president were surprised to learn that they now follow people they may not have wanted to after Donald Trump was inaugurated as<a href="https://www.benzinga.com/general/entertainment/25/01/43139381/how-many-people-watched-donald-trumps-2025-inauguration-spoiler-less-than-biden-four-years-ago"> president on Monday.</a>
What Happened: Users of Instagram and Facebook, which are owned by Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>), have experienced several recent changes including CEO Mark Zuckerberg announcing the end of <a href="https://www.benzinga.com/25/01/42851889/meta-ditches-fact-checking-for-community-notes-zuckerberg-says-opportunity-to-restore-free-expression">content moderation teams</a>.
Instagram and Facebook users who followed Joe Biden, Kamala Harris and Jill Biden over the past several years were also surprised to find themselves now following Donald Trump, J.D. Vance and Melania Trump after Monday.
Users were quick to blame Meta Platforms and cite the potential influence of Zuckerberg, who has been cozying up to Trump in recent months. Zuckerberg attended the inauguration and Meta recently donated $1 million to the president's inauguration fund.
Some users reported they were unable to unfollow the accounts of the new political leaders, including singer Demi Lovato, as reported by <a href="https://variety.com/2025/digital/news/facebook-instagram-users-forced-trump-vance-follow-1236282155/">Variety</a>.
"I have unfollowed this guy twice today," Lovato said of the @vp account now belonging to Vance. "Shady f&#x2A;&#x2A;&#x2A;ing business meta."
Meta contends they have done nothing wrong and this is the practice done in past presidential transitions. The official accounts for @potus, @vp and @flotus have been transferred over to the new people in those roles, while keeping the same followers and the content being wiped clean and archived to other accounts.
"People were not made to automatically follow any of the official Facebook or Instagram accounts for the president, vice president or first lady," Meta spokesperson Andy Stone <a href="https://www.threads.net/@andymstone/post/DFImiJsPblY">said </a>in a post on Threads. "Those accounts are managed by the White House so with a new administration, the content on those Pages changes."
Stone said the same changes took place when Biden took over as president for Trump in 2021. One potential difference is the ability to unfollow these particular accounts.
"It may take some time for follow and unfollow requests to go through as these accounts change hands," Stone added.
Users can follow and unfollow other accounts without any problem as of time of writing of this article.
Here are the current follower accounts for several mentioned Instagram accounts:
<ul>
<li>@potus (now Trump): 16.8 million</li>
<li>@realdonaldtrump (his existing account): 31.2 million</li>
<li>@potus46archive (Joe Biden's old account): 18.7 million</li>
<li>@flotus (now Melania Trump): 4.1 million</li>
<li>@flotus46archive (Jill Biden's old account): 4.1 million</li>
<li>@joebiden (Joe Biden's existing account): 17 million</li>
<li>@vp (now Vance): 15.7 million</li>
<li>@vp46archive (Harris's old account): 16.9 million</li>
<li>@kamalaharris (Kamala Harris's existing account): 19.6 million</li>
</ul>
The accounts had the same number of followers when they were archived as they did for the new account holder. This means that the VP and POTUS accounts have lost followers since the transition took place.
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X Does It A Little Differently: Social media accounts with the names POTUS, VP and FLOTUS belong to the people in those roles. The question is how to manage the transition.
With users upset, the question now becomes whether social media companies should have to alert users that they are now following new people or if the accounts should start over from 0.
Platform X, which is owned by Trump-ally Elon Musk, chooses to do the latter.
Followers of the @potus, @vp and @flotus accounts on X saw those accounts change names to archived accounts. Users were not forced to follow the @potus, @vp and @flotus accounts once again as they started from 0 with the new names and faces attached.
Here's a look at the current follower accounts on X:
<ul>
<li>@potus: 1.5 million</li>
<li>@potus46archive: 37 million</li>
<li>@potus45: 31.4 million</li>
<li>@potus44: 12.9 million</li>
<li>@flotus: 116.1 thousand</li>
<li>@flotus46archive: 4.4 million</li>
<li>@vp: 424.9 thousand</li>
<li>@vp46archive: 14.9 million</li>
</ul>
Many politicians have existing accounts and use the official White House accounts along with their own personal ones. This means outgoing parties like Biden and Harris have their own accounts they will now use. For reference, here are the followers on those accounts along with former President Barack Obama:
<ul>
<li>Biden: 38.2 million</li>
<li>Harris: 21.0 million</li>
<li>Trump: 99.1 million</li>
<li>Obama: 130.8 million</li>
</ul>
Obama is ranked as the second most-followed person on X, <a href="https://www.benzinga.com/general/social-media/24/10/41168674/elon-musk-passes-200-million-followers-on-x-heres-the-top-10-accounts-and-where-barack-obama">trailing only Musk</a> (213.7 million). Trump's personal account ranks eighth currently.
According to data from <a href="https://socialblade.com/twitter/user/potus">SocialBlade</a>, the @potus account ended Jan. 20 with 702,038 followers.
Trump's personal account has added 2.7 million followers over the past 30 days, averaging a gain of 89,571 daily. Biden's personal account has lost 33,118 followers over the past 30 days, averaging a daily loss of 1,104 a day.
Social media users should be aware of these policies and know who they are following as it may have changed after Monday.
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Photo: Shutterstock

Government

Social Media

Follow Biden Or Harris On Instagram, Facebook? Chances Are You're Now Following Trump Or Vance

President Donald Trump's plan to add a 25% tariff on goods from Mexico and Canada by Feb. 1 has started a big argument about whether it's legal and how it could hurt the economy.&nbsp;
Former New York prosecutor Tristan Snell said there was &#8220;one small problem&#8221; with Trump&#8217;s announcement. &#8220;The president does NOT have unilateral power to change tariff rates,&#8221; he <a href="https://x.com/TristanSnell/status/1881525990863823231">said</a> on X on Tuesday and also raised a critical question: &#8220;Will GOP representatives and senators vote to destroy their local economies?&#8221; According to him, significant changes to trade policy require Congressional approval.
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<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">BREAKING: Trump says 25% tariffs on Canada and Mexico will begin February 1. One small problem. The president does NOT have unilateral power to change tariff rates. Trump needs Congress &#8211; and will GOP reps and senators vote to destroy their local economies?
&mdash; Tristan Snell (@TristanSnell) <a href="https://twitter.com/TristanSnell/status/1881525990863823231?ref_src=twsrc%5Etfw">January 21, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
<h2 class="wp-block-heading">Can Trump Legally Impose These Tariffs?</h2>
While the president has some executive tools, like the International Emergency Economic Powers Act (IEEPA) and sections of the Trade Acts of 1930 and 1974, these measures are subject to legal constraints per law firm Buchanan Ingersoll &amp; Rooney. For instance:
<ul>
<li>Although IEEPA permits tariffs in times of national emergency, it is unprecedented to use it to apply tariffs all at once and doing so would probably be challenged in court.</li>
<li>Section 122 of the Trade Act of 1974 permits a temporary 15% import surcharge to address balance-of-payment deficits, but it is limited in scope and duration.</li>
<li>Article 1, Section 8 of the U.S. Constitution grants Congress, not the president, the power to impose taxes and duties. While Trump could try to leverage a Republican majority, bypassing Congress altogether would be legally questionable.</li>
</ul>
Economists and trade experts question whether Trump will follow through with his tariff threats. Goldman Sachs economist <a href="https://www.benzinga.com/25/01/43103527/mexican-peso-canadian-dollar-slide-as-trump-threatens-25-tariffs-expert-eyes-price-hikes-on-typical-us-breakfast">Alec Phillips noted</a> that similar proposals in Trump's first term often fizzled out before implementation.&nbsp;
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"Despite Trump&#8217;s comments, we continue to believe the odds of a 25% tariff on Canada and Mexico are low at 20%. We are lowering our odds of a universal tariff this year to 25%," Phillips said in a note.
<h2 class="wp-block-heading">How Could Tariffs Impact Neighboring States?</h2>
Trump&#8217;s proposal may greatly impact states in the United States that rely on commerce with Canada and Mexico. Supply chain interruptions could occur in border areas like Texas, California and Michigan, which depend on imports for sectors like the automobile industry.&nbsp;
Similarly, agricultural states such as Iowa, which export heavily to Mexico, might face retaliatory tariffs that harm farmers. Everyday goods, including groceries and beverages, <a href="https://www.benzinga.com/startups/24/12/42344194/these-products-will-likely-see-price-hikes-due-to-trumps-tariffs-on-canada-and-mexico-2">could become more expensive</a>, exacerbating inflation.&nbsp;
Furthermore, businesses involved in cross-border commerce may face difficulties due to rising production costs, which could lead to job losses in the retail, industrial and agricultural sectors.
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<h2 class="wp-block-heading">Canada and Mexico Push Back</h2>
Canadian Prime Minister Justin Trudeau criticized the tariff threat, promising that Canada would fight back with equal tariffs if necessary. "Canada will respond and everything is on the table," Trudeau said, emphasizing Canada&#8217;s critical role in providing resources like steel, aluminum and energy. He also warned that alienating Canada could force the U.S. to source goods from adversarial nations like China or Russia.
Mexican President Claudia Sheinbaum took a calmer approach, emphasizing the importance of diplomacy while defending Mexico's independence. She pointed out that both countries would face economic harm if the tariffs were enforced.
President Donald Trump argues that the proposed tariffs on Mexico and Canada are necessary to protect American workers and industries. He believes these measures will curb illegal immigration and drug trafficking, which he ties to cross-border trade issues. Trump has also stated that tariffs will generate revenue for the U.S. while encouraging domestic production, reducing reliance on foreign goods.
As Trump's administration doubles down on its aggressive trade agenda, all eyes are on Congress. Will GOP lawmakers back these tariffs, knowing the potential damage to local economies? With legal hurdles and economic risks mounting, the debate over Trump's tariff policy is far from over.
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Former NY Prosecutor Questions GOP: 'Will They Vote To Destroy Their Local Economies?' Says Trump Lacks Unilateral Power To Change Tariffs

Steel Dynamics (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/STLD#NASDAQ">STLD</a>) reported quarterly earnings of $1.36 per share which missed the analyst consensus estimate of $1.42 by 4.23 percent. This is a 47.89 percent decrease over earnings of $2.61 per share from the same period last year. The company reported quarterly sales of $3.87 billion which missed the analyst consensus estimate of $3.95 billion by 2.07 percent. This is a 8.53 percent decrease over sales of $4.23 billion the same period last year.

STLD

CORRECTION: Steel Dynamics Q4 EPS $1.36 Misses $1.42 Estimate, Sales $3.87B Miss $3.95B Estimate

As two people deeply impacted by cannabis, <a href="https://www.benzinga.com/topic/mike-tyson">Mike Tyson</a> and <a href="https://www.benzinga.com/topic/weldon-angelos">Weldon Angelos</a>, a justice reform advocate, applauded President Donald Trump's recent commitment to cannabis reforms, in an opinion piece <a href="https://www.foxnews.com/opinion/mike-tyson-weldon-angelos-hope-trump-fight-awful-marijuana-laws-biden-wouldnt-bother">published</a> by Fox News. 
These include rescheduling cannabis, ensuring banking access for cannabis businesses and granting clemency to those serving federal sentences for marijuana offenses.
Angelos criticized the inadequacy of President Joe Biden's efforts. Despite <a href="https://www.benzinga.com/markets/cannabis/22/10/29175510/breaking-biden-announces-pardons-for-all-federal-marijuana-possession-convictions">numerous promises</a> to decriminalize marijuana and expunge records, Biden's widely publicized <a href="https://www.benzinga.com/markets/cannabis/23/12/36361671/biden-pardons-thousands-convicted-of-cannabis-possession-calls-on-governors-to-do-the-same">misdemeanor pardons</a> "freed no one, restored no civil rights, and expunged no records," Angelos wrote.
Even Biden's <a href="https://www.benzinga.com/markets/cannabis/25/01/43054504/biden-commutes-sentences-of-nearly-2500-convicted-of-non-violent-drug-offenses-no-mention-of-cannabis-prisoners">last-minute clemency wave</a> largely bypassed marijuana offenders, with only a handful of cases benefiting from reforms. "This failure to prioritize marijuana clemency is bewildering," says Angelos. "Of all those impacted by harsh drug policies, individuals serving time for marijuana-related crimes are among the most deserving of relief."
Cannabis's continued classification as a <a href="https://www.benzinga.com/topic/controlled-substances-act">Schedule I drug </a>alongside heroin exacerbates the issue. This outdated designation prevents legitimate cannabis businesses from accessing banking services, forcing them to operate in cash, which invites crime and hampers growth. "Democrats had two years of controlling Congress and the presidency but failed to deliver meaningful cannabis reform," Angelos said.
Tyson echoes Angelos's concerns, underscoring cannabis's transformative potential. As the founder of <a href="https://www.benzinga.com/topic/tyson-2-0">TYSON 2.0</a>, a global cannabis brand, Tyson has long viewed the industry as a platform for wellness, innovation and entrepreneurship. "The cannabis industry is a multi-billion-dollar market employing hundreds of thousands of Americans and generating significant tax revenue," he says. Yet federal prohibition stifles its growth and leaves thousands imprisoned for cannabis-related offenses, devastating families and communities.
<h1 class="wp-block-heading">Tyson and Angelos Commend Trump's History of Action</h1>
Angelos benefited directly from Trump when he received a full pardon in 2020 after serving 13 years of a 55-year sentence for marijuana. Tyson said he's known Trump for years and he's &#8220;a man of his word, willing to take bold and compassionate action."
Tyson added, "His recent support for cannabis rescheduling, banking reform and clemency underscores his understanding of what's at stake — for the economy, for justice and for the thousands of families torn apart by outdated cannabis laws.&#8221;
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<li><a href="https://www.benzinga.com/general/health-care/25/01/43111246/legal-marijuana-linked-to-drop-in-anxiety-medications-what-it-means-for-pharma-giants">Legal Marijuana Linked To Drop In Anxiety Medications: What It Means For Pharma Giants</a></li>
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Photo: Shutterstock

Cannabis

Legal

Trump's Cannabis Reform: Mike Tyson, Weldon Angelos Say President Can Get It Done

Strong winds have caused another wildfire in Los Angeles County following the devastation wrought by <a href="https://www.benzinga.com/news/25/01/43066552/celebrity-realtor-josh-altman-says-half-of-palisades-residents-wont-move-back-after-fire">fires in Pacific Palisades</a> and Altadena.
What Happened: The Hughes Fire broke out midday Wednesday during a period of high winds in the area. The fire is concentrated in Castaic, a city of around 19,000 <a href="https://www.census.gov/quickfacts/fact/table/castaiccdpcalifornia/PST045224">residents</a> near the northernmost boundary of Los Angeles County.
Calfire <a href="https://www.fire.ca.gov/incidents/2025/1/22/hughes-fire/updates/685154eb-f60a-4d8f-b8df-0d59dbf1899f">estimates</a> the fire to have burned over 5,000 acres as of 1:03 p.m. PST with none of the fire contained. The Palisades fire burned over 23,000 acres <a href="https://www.latimes.com/wildfires-map/">according</a> to the Los Angeles Times.
The fire&#8217;s epicenter is roughly 10 miles north of Santa Clarita, a city of <a href="https://www.census.gov/quickfacts/fact/table/santaclaritacitycalifornia/PST045223">over</a> 224,000 residents, <a href="https://www.google.com/maps/@34.4567708,-118.580079,12.51z/data=!5m1!1e8?hl=en-US&amp;entry=ttu&amp;g_ep=EgoyMDI1MDEyMC4wIKXMDSoASAFQAw%3D%3D">according</a> to Google Maps.
Evacuations were <a href="https://www.fire.ca.gov/incidents/2025/1/22/hughes-fire">ordered</a> near Castaic and other rural areas surrounding the fire. Authorities issued warnings for the nearby hamlets Castaic Junction, Sandberg and Three Points. There are thus far no warnings for Santa Clarita.
Several nearby roads were closed due to smoke emanating from the fire, CBS reported.
Two Stocks To Watch: Six Flags Entertainment Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FUN#NYSE">FUN</a>) operates its Six Flags Magic Mountain Valencia location in the area. The park <a href="https://www.scvedc.org/top-employers">employs</a> 3,000.
Edison International (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EIX#NYSE">EIX</a>) is the parent company of Southern California Edison, which serves the Los Angeles County area. Wildfires can damage power lines, and utilities often face lawsuits if equipment is suspected to have caused the fire. The company&#8217;s exposure to previous fires led to a large market selloff.
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</ul>
Photo: Shutterstock

New Fire Breaks Out In Los Angeles County

Marathon Petroleum (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MPC#NYSE">MPC</a>) has outperformed the market over the past 10 years by 1.2% on an annualized basis producing an average annual return of 12.78%. Currently, Marathon Petroleum has a market capitalization of $47.49 billion. 
Buying $1000 In MPC: If an investor had bought $1000 of MPC stock 10 years ago, it would be worth $3,347.55 today based on a price of $147.75 for MPC at the time of writing.
<h3>Marathon Petroleum's Performance Over Last 10 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1737589513_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Here's How Much $1000 Invested In Marathon Petroleum 10 Years Ago Would Be Worth Today

Warren Buffett, one of the wealthiest individuals in history, has never shied away from sharing his <a href="https://www.benzinga.com/24/12/42364120/warren-buffett-was-married-to-one-woman-lived-with-another-and-sent-christmas-cards-signed-by-all-3-daughter-says-not-a-bad-thing">unorthodox views</a> on wealth and inheritance. Known for his financial genius and no-nonsense demeanor, Buffett has consistently rejected the idea of passing down unearned fortunes to his children. In his eyes, inherited wealth isn't a gift – it's a trap.
In a 1986 Fortune magazine interview, Buffett laid out his philosophy with striking clarity: "The perfect amount to leave your children is enough money so that they would feel they could do anything but not so much that they could do nothing." For him, leaving his kids a "lifetime supply of food stamps just because they came out of the right womb" was not only wasteful but harmful – an anti-social act. His stance was rooted in the belief that wealth without effort undermines character and fosters a dependency no better than the one critics of welfare programs often rail against.
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<li>Can you guess how many Americans successfully retire with $1,000,000 saved?<a href="https://www.benzinga.com/money/1milsaved"> The percentage may shock you</a>.</li>
</ul>
While some billionaires seek to control how their children spend inherited money through intricate trust structures, Buffett took a different approach. He emphasized giving them the tools to succeed, not a crutch to lean on indefinitely.
According to his biography, Buffett's disdain for unearned wealth runs deep. "Around country clubs, you hear people talking about the debilitating aspects of a welfare cycle … These same people are leaving their kids with a lifetime supply of food stamps and beyond," he remarked. The contradiction drove him crazy: "Instead of a welfare officer, they have a trust fund officer." Buffett's solution? You shouldn't consume more than you produce.
Still, Buffett hasn't left his children out of the picture entirely. He's entrusted them with overseeing charitable foundations, ensuring they have a role in shaping his philanthropic legacy. This choice transforms them into some of the world's most influential philanthropists, directing billions toward causes that matter to the family. A 2016 Atlantic article reported that Buffett's children will oversee charitable trusts tied to the family's foundations, including an Omaha-focused grant-making powerhouse.
See Also: 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/mode-mobile-2">with $1,000 you can invest at just $0.26/share!</a>
For Buffett, the balance between support and independence is crucial. He wants his kids to feel empowered to pursue their passions but believes handing them too much wealth would strip them of purpose. As he told Fortune, "A few hundred thousand dollars sounds about right."
Peter, <a href="https://www.benzinga.com/personal-finance/24/10/41198368/warren-buffetts-son-who-famously-cashed-in-his-90-000-inheritance-at-19-spends-millions-in-buffe">who famously used his $90,000 inheritance</a> at just 19 to launch a music career, now leads the NoVo Foundation. The foundation is dedicated to empowering women and girls, advancing social and emotional learning and supporting Indigenous communities.
Howard, on the other hand, heads the Howard G. Buffett Foundation, which tackles critical global issues like food security and conflict resolution. Meanwhile, <a href="https://www.benzinga.com/personal-finance/24/09/40881429/warren-buffetts-daughter-asked-him-for-a-41-000-loan-to-remodel-her-kitchen-but-the-billionaire-">Susan</a> chairs initiatives that champion education and social justice, focusing on creating meaningful change in underserved communities.
Buffett's <a href="https://www.benzinga.com/money/are-you-rich">views on wealth and inheritance</a> challenge societal norms, particularly among the ultrarich. His philosophy forces us to ask: Is it really a gift to leave massive wealth to the next generation or does it hinder their potential? For Buffett, the answer is clear: Wealth should be a tool for doing good, not an excuse for doing nothing.
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<li>The average American couple has saved this much money for retirement —<a href="http://www.benzinga.com/money/smartasset"> How do you compare</a>?</li>
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Personal Finance

Warren Buffett Insists His 3 Kids Won't Get A 'Lifetime Supply Of Food Stamps Just Because They Came Out Of The Right Womb'

S&amp;P Global (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPGI#NYSE">SPGI</a>) has outperformed the market over the past 10 years by 7.2% on an annualized basis producing an average annual return of 18.78%. Currently, S&amp;P Global has a market capitalization of $158.55 billion. 
Buying $1000 In SPGI: If an investor had bought $1000 of SPGI stock 10 years ago, it would be worth $5,541.26 today based on a price of $510.96 for SPGI at the time of writing.
<h3>S&amp;P Global's Performance Over Last 10 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1737588611_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

SPGI

Here's How Much You Would Have Made Owning S&P Global Stock In The Last 10 Years

Discover Financial Services (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DFS#NYSE">DFS</a>) reported fourth-quarter financial results Wednesday after the bell. Here&#8217;s a rundown <a href="https://www.benzinga.com/pressreleases/25/01/b43145255/discover-financial-services-reports-fourth-quarter-2024-net-income-of-1-3-billion-or-5-11-per-dilu">of the report</a>.
<ul>
<li>Q4 Revenue: $4.76 billion, versus <a href="https://www.benzinga.com/calendars/earnings">estimates</a> of $4.46 billion</li>
</ul>
<ul>
<li>Q4 EPS: $5.11, versus estimates of $3.58</li>
</ul>
In the digital banking segment, Discover ended the period with total loans of $121.1 billion, down 6% year-over-year. Net interest income for the quarter grew by&nbsp;5%&nbsp;year-over-year, driven by net interest margin expansion. Non-interest income increased&nbsp;68% year-over-year and total operating expenses climbed 4% year-over-year.
Payment services pretax income increased 37% year-over-year primarily due to volume growth and timing of incentives. Payment services volume was up&nbsp;4%&nbsp;compared to the prior year&#8217;s quarter.
&#8220;Discover&#8217;s&nbsp;fourth quarter&nbsp;results capped off a successful 2024 as loan growth, margin expansion, and credit improvement led to strong financial performance,&#8221; said Michael Shepherd, Discover&#8217;s interim CEO and president. 
&#8220;It was a transformative year for our business as we announced our pending merger with Capital One, exited student lending, and enhanced our risk management and compliance programs. These actions position us well for the future.&#8221;
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Discover&#8217;s board declared a quarterly cash dividend of 70 cents per share, payable on March 6 to shareholders of record as of Feb. 20. 
Management will further discuss the quarter on a conference call with analysts and investors slated for 8 a.m. ET Thursday morning.
DFS Price Action: <a href="http://benzinga.com/quote/dfs">Discover shares</a> were up 1.24% after-hours on Wednesday, trading at $199.95 at the time of publication, according to <a href="http://pro.benzinga.com">Benzinga Pro</a>.
Photo: Courtesy of Discover.

After-Hours Center

Discover Delivers Q4 Earnings Beat, Revenue Beat: The Details

Ingersoll Rand (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IR#NYSE">IR</a>) has outperformed the market over the past 5 years by 8.35% on an annualized basis producing an average annual return of 21.51%. Currently, Ingersoll Rand has a market capitalization of $37.98 billion. 
Buying $1000 In IR: If an investor had bought $1000 of IR stock 5 years ago, it would be worth $2,729.72 today based on a price of $94.23 for IR at the time of writing.
<h3>Ingersoll Rand's Performance Over Last 5 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1737587710_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

$1000 Invested In This Stock 5 Years Ago Would Be Worth This Much Today

MicroStrategy Incorporated (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>) shares closed down Wednesday, due to a<a href="https://www.benzinga.com/markets/cryptocurrency/25/01/43142275/bitcoin-ethereum-xrp-dogecoin-reel-downwards-but-trader-hints-at-bitcoin-god-candle-loading"> decline in Bitcoin's (CRYPTO: BTC/USD) price</a>, which dropped 1.73% to $104,313.65.
What To Know: Bitcoin transaction volume over $100,000 decreased by 15%, while netflows dropped 307%, signaling a possible cooling of market activity. Over $161 million in liquidations occurred in the past 24 hours, which put additional pressure on the market. 
While BlackRock clients facilitated the purchase of $600 million in Bitcoin via an ETF, market sentiment remains cautious due to the nature of these transactions.
Bitcoin's liquidity is concentrated between $96,000 and $111,000, with support levels between $88,000-$95,000. If these levels fail, Bitcoin could drop further, potentially impacting MicroStrategy's stock as well. 
Despite the short-term volatility, Bitcoin&#8217;s overall bullish trend remains intact as long as it stays above $58,000, which provides some stability for MicroStrategy.
Why It Matters: For MicroStrategy, the company's heavy exposure to Bitcoin potentially means its stock is especially sensitive to Bitcoin's price. The company also recently received shareholder approval for a proposal to increase its share count, which could lead to more Bitcoin purchases in the future. 
MSTR Price Action: Microstrategy shares closed Wednesday down 3.03% at $377.31, according to<a href="http://www.benzinga.com/pro/register/?utm_source=BZprocontent072224&amp;t=be2bearmibe3na1"> Benzinga Pro.</a>
<figure class="wp-block-image size-large is-resized"><a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent012225&amp;t=be2bearmibe3na1"><img loading="lazy" decoding="async" width="1024" height="521" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/22165820/Screenshot-2025-01-22-at-16.57.45-1024x521.png" alt="" class="wp-image-745617" style="width:502px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/22165820/Screenshot-2025-01-22-at-16.57.45-1024x521.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/22165820/Screenshot-2025-01-22-at-16.57.45-300x153.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/22165820/Screenshot-2025-01-22-at-16.57.45-768x391.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/22165820/Screenshot-2025-01-22-at-16.57.45.png 1437w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
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Image Via Shutterstock.

MSTR

MicroStrategy Shares Are Down With Bitcoin Today: What's Going On?

Wall Street has shown time and again that it's resilient enough to withstand a variety of challenging macroeconomic conditions.&nbsp;
From the <a href="https://www.benzinga.com/economics/macro-economic-events/25/01/43001512/inflation-rises-to-29-in-december-core-slows-yet-rising-energy-costs-put-feds-target-at-risk">high inflation</a> barrage of 2022 to a 5.5% peak in interest rates beginning in 2023, the S&amp;P 500's recovery to new all-time highs is a bullish signal. But what impact could the prospect of fewer rate cuts in 2025 have on the overall health of the market?&nbsp;
January 2025 saw Fed officials indicate that they <a href="https://www.morningstar.co.uk/uk/news/258864/will-the-us-fed-raise-interest-rates-in-2025.aspx#:~:text=Fed%20officials%20indicated%20they%20now,cuts)%20in%20their%20September%20projections." target="_blank" rel="noreferrer noopener">now expect two rate cuts</a> amounting to a half point throughout the year ahead. The news compounded the S&amp;P 500's steady decline in what's set to be a period of economic uncertainty for markets as the unpredictable President-elect Donald Trump approaches his second term in the White House. 
As recently as September, officials were anticipating a full percentage point of cuts throughout 2025 at a crucial time for Wall Street firms seeking to take advantage of lower borrowing costs to embrace the ongoing AI boom surrounding key sectors.&nbsp;
Lower interest rates are generally bullish for US firms because the lower cost of borrowing helps to facilitate more spending, investing, and hiring strategies.&nbsp;
Although US Bank data suggests that equity investors appear to be <a href="https://www.usbank.com/investing/financial-perspectives/market-news/how-do-rising-interest-rates-affect-the-stock-market.html" target="_blank" rel="noreferrer noopener">more focused</a> on factors like the wider economy and corporate earnings ahead of interest rates, a higher-for-longer environment could profoundly impact the growth of the most innovative players throughout US markets in 2025. This could have a domino effect on the growth of innovation throughout the AI sector and strong-performing markets in recent years. 
<h2 class="wp-block-heading">Keeping the Good Times Rolling&nbsp;</h2>
Tech stocks populate around one-third of the S&amp;P 500 index, and recent advances in AI and the hype surrounding innovations throughout the sector have played a key role in enabling Wall Street to shake off jitters related to historically high inflation and interest rate hikes in recent years.&nbsp;
Shares in leading AI stocks like Nvidia and Broadcom, which rallied 171% and 108% respectively in 2024, have helped to sustain the S&amp;P 500's outperformance, with the index surging 23.31% throughout the year with 57 record closes.&nbsp;
However, in the 21st Century, the average gain of the S&amp;P 500 is closer to 10% per year. It's this contrast that underlines the importance of the AI boom to Wall Street's health.&nbsp;
JPMorgan data has laid bare the historical parallels between Federal Reserve rate cuts and bullish sentiment on Wall Street. Since 1980, <a href="https://www.jpmorgan.com/insights/markets/top-market-takeaways/tmt-rate-cut-breakdown-what-you-need-to-know-now" target="_blank" rel="noreferrer noopener">five of the best 10 years</a> for the S&amp;P 500 happened when the Fed was cutting rates without a recession. Additionally, the Fed has cut rates 12 times when the index was within 1% of its all-time high, and in all 12 cases, the market was higher one year later–boasting a median return of 15%. 
Because the immediate effect of rate cuts involves a reduction in borrowing costs, these dovish reversions generally <a href="https://www.linkedin.com/pulse/what-fintech-industry-can-expect-from-rate-cut-later-year-oslgc#:~:text=Impact%20on%20Capital%20and%20Investment,wave%20of%20innovation%20and%20expansion.">improve consumer spending</a> as well as investment in innovation. This paves the way for cheaper access to capital and far stronger growth prospects.&nbsp;
At a time when the generative AI boom is moving from its hype phase to its implementation phase, this access to spending is imperative for the sustainability of Wall Street's brightest tech startups, and a more hawkish stance from the Fed could stifle the scaling up of artificial intelligence adoption.&nbsp;
<h2 class="wp-block-heading">Could Higher Rates Bring Growth?&nbsp;</h2>
Other high-growth industries like fintech could present solutions to consumers during a higher-for-longer interest rate environment that helps to keep stocks within the sector higher amid the uncertainty.&nbsp;
Although higher rates will stifle consumer appetite for borrowing, innovations <a href="https://www.benzinga.com/fintech/25/01/42818294/how-fintech-must-evolve-to-meet-the-needs-of-techs-new-wealth" target="_blank" rel="noreferrer noopener">within fintech like open banking</a> and buy now pay later (BNPL) could empower consumers to navigate the challenging economic climate. 
While open banking can help to promote financial management and literacy across various banking, investing, and saving apps, the <a href="https://www.eposnow.com/us/resources/payment-trends/#buy-now-pay-later" target="_blank" rel="noreferrer noopener nofollow">emerging BNPL trend</a> paves the way for access to borrowing for essential purchases that are usually interest-free. 
With this in mind, we could see the fintech landscape continue to grow as a solution to high interest rates while other major tech industries are hampered by higher costs during their scaling process.&nbsp;
<h2 class="wp-block-heading">Wall Street's Trump Card</h2>
Donald Trump's second term in the White House is sure to influence the performance of US markets alongside interest rates throughout 2025.&nbsp;
Concerns over the President-elect's tariffs and a stronger US Dollar, both of which could be inflationary, may significantly impact the Federal Reserve's stance on interest rates throughout the year.&nbsp;
Should a strengthening dollar begin to <a href="https://www.ig.com/au/trading-strategies/Why-US-rate-cuts-in-2025-could-surpass-current-expectations-250108" target="_blank" rel="noreferrer noopener">impact the ability of US manufacturers</a> and exporters to trade internationally, we could see the Fed cut rates to maintain a level of competitiveness across global markets. 
On the flip side, Trump's stance on deregulation could be such a catalyst for growth that it <a href="https://www.businessinsider.com/federal-reserve-fed-interest-rates-analyst-reaction-wall-street-stocks-2024-12" target="_blank" rel="noreferrer noopener nofollow">pushes yields higher</a> and prompts a Federal Reserve intervention, according to Jochen Stanzl, chief market analyst at CMC Markets. It's for this reason that early inflation data surrounding Trump's Presidency will be crucial for the future of rate cuts. 
<h2 class="wp-block-heading">What to Expect in 2025</h2>
The sheer power of the ongoing AI boom means that we're likely to see a high level of resilience in the S&amp;P 500 even in the most unpredictable of market circumstances. However, all bets are off when it comes to the rate cuts we're likely to see throughout the year.&nbsp;
While the Fed anticipates two cuts in 2025, Trump's arrival in the White House will be the deciding factor for the direction that both interest and <a href="https://www.benzinga.com/topic/inflation" target="_blank" rel="noreferrer noopener">inflation</a> take in the new year. 
As a hedge against the uncertainty, there may be more value in fintech moving forward, but the best approach for investors is to avoid resting on laurels and to continue to analyze emerging market and inflation data.&nbsp;

Macro Economic Events

Bonds

Measuring the Uneven Impact of Weakening Rate Cut Forecasts on Wall Street in 2025

European markets gain, UK inflation slows to 2.5% in December

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In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Tuesday, January 21.

SPDR ETF Report For Tuesday, Jan 21

ADYEY

ASML

BMWKY

COPX

CRWD

EWUS

FLGB

FLGR

GREK

KWEB

MBGAF

RIVN

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Press Releases

FERRARI N.V.: PERIODIC REPORT ON THE BUYBACK PROGRAM

CONTINUOUS EARNINGS GROWTH AND EVEN MORE CONFIDENCE IN THE FULL YEAR GUIDANCE

FERRARI ENTERS A MULTI-YEAR AGREEMENT WITH ANDRETTI FORMULA RACING

2025 Corporate Calendar

Evercore ISI Group

JP Morgan

Morgan Stanley

Jefferies

뱅크오브아메리카는 2025년에 실적이 개선될 것으로 예상되는 주요 자동차 주식 3종목으로 페라리(RACE), 앱티브(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APTV#NYSE">APTV</a>) 및 오토네이션(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AN#NYSE">AN</a>)을 선정했다. 이들 기업은 최근의 변동성과 섹터 내 과제에도 불구하고 <a href="https://www.benzinga.com/news/contracts/25/01/42879460/honda-amazon-collaborate-on-ev-development-with-generative-ai-and-iot">자동차 산업의 지속적인 추세</a>로부터 혜택을 받을 수 있는 좋은 위치에 있다고 강조했다.
<h3>페라리: 탄력적인 럭셔리 및 브랜드 파워</h3>
페라리 주가는 2024년에 26% 상승하여 2023년 말 338달러에서 2024년 말 425달러로 높아졌다. 뱅크오브아메리카 애널리스트들은 브랜드 가치가 높은 럭셔리 자동차 제조업체로서의 입지를 강조하며 페라리에 대해 &#8216;매수&#8217; 투자의견을 유지했다. 제한된 생산량 증가, 가격 인상, 신모델 출시의 균형을 맞추는 이 회사의 전략은 지속적인 매출 및 수익 성장을 유지할 것으로 예상된다.
2025년 말 F80과 2026년 말 하이퍼카의 출시는 페라리의 레이싱 성능 향상과 함께 제품 믹스를 강화할 것으로 예상된다. S&amp;P는 페라리의 차량 차별화 및 운영 효율성 유지 능력을 강조하면서 재무 전망은 여전히 보수적이라고 지적했다. 애널리스트들은 불확실한 거시 경제 상황에서도 페라리의 수익 회복력이 내년 주식 실적을 견인할 핵심 강점이라고 보고 있다.
<h3>앱티브: 반등을 위한 포지셔닝</h3>
앱티브의 주가는 2023년 말 90달러에서 2024년 말 60달러로 33% 하락했다. 이러한 하락에도 불구하고 뱅크오브아메리카 애널리스트들은 회복 기회를 보고 주식에 대해 &#8216;매수&#8217; 의견을 유지했다. 하락은 주로 전기차 판매 둔화, 중국 자동차 업체와의 경쟁 심화, 주요 고객사의 생산량 감소로 인해 발생했다.
그러나 애널리스트들은 앱티브에 대한 역풍은 일시적인 현상이라고 주장한다. 차량 아키텍처와 연결성에 대한 앱티브의 전문성은 제조 공정을 간소화하려는 자동차 제조업체의 노력과 맞물려 있다. 뱅크오브아메리카는 앱티브의 성장률이 2026년에서 2027년 사이에 다시 가속화되어 수익과 밸류에이션이 회복될 것으로 예상한다.
<h3>오토네이션: 업계 모멘텀 활용</h3>
오토네이션 주가는 2024년에 13% 상승하여 150달러에서 170달러로 올랐다. 뱅크오브아메리카 애널리스트들은 팬데믹 이후 구조적 개선과 강력한 잉여현금흐름 창출 능력을 언급하며 이 회사를 긍정적으로 보고 있다. 이러한 재무 건전성을 바탕으로 오토네이션은 사업 이니셔티브에 재투자하고 자사주를 매입하며 지속적인 미국 신차 판매 회복의 혜택을 누릴 수 있다.
애널리스트들은 2025년 말 또는 2026년까지 신차 대당 매출 총이익이 높은 수준으로 안정화되어 오토네이션의 수익 모멘텀을 뒷받침할 것으로 예상하고 있다. 또한 회사의 판관비(SG&amp;A) 레버리지도 견조한 수준을 유지할 것으로 예상된다. 이러한 긍정적인 요인에도 불구하고 오토네이션은 향후 12개월 주가수익비율이 약 9.2배로 과거 평균 13배에 비해 할인된 가격에 거래되고 있으며, 동종업계 평균과 비교해도 낮은 수준이다. 애널리스트들은 이러한 저평가가 매력적인 투자 사례를 제공한다고 생각한다.
자동차 부문 전체에 대한 인사이트: 뱅크오브아메리카는 가처분 소득 대비 차량 결제액이 적정 수준이며, 신차 및 중고차 가격이 모두 안정화되었다고 언급했다. 최신 모델의 중고차 공급이 제한되어 있다는 점도 가격 상승을 뒷받침할 것이다. 또한 과잉 생산과 전기 및 자율주행 차량으로의 전환과 같은 과제를 고려할 때 자동차 산업 내 통합의 필요성을 강조했다.
그리고 자율주행 차량의 발전으로 인해 개발 및 배포를 간소화하기 위한 연방 규제 프레임워크의 필요성이 커질 것으로 예측하고 있다. 이러한 규제의 명확성은 기술의 광범위한 채택을 촉진하는 데 도움이 될 것이다.
이미지 출처: Flickr
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럭셔리 자동차 판매와 관련하여, 페라리(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RACE#NYSE">RACE</a>), 롤스로이스 및 마세라티와 같은 브랜드들은 그들의 차량만큼이나 화려한 전략을 사용한다. 이 자동차 제조사들은 고객이 그들의 차량을 거부할 수 없게 만드는 방법을 잘 알고 있으며, 때로는 고객들이 회사를 대신하여 일을 해주고 있다는 느낌을 받게 하여 마치 좋은 거래를 하고 있는 것처럼 느끼게 만든다.
예를 들어, 페라리를 살펴보겠다. 저명한 마케팅 전문가인 로리 서덜랜드(Rory Sutherland)는 <a href="https://www.youtube.com/watch?v=vcjAFJu39Ok">페라리가 배송 비용을 고객에게 전가하는 영리한 방법을 고안했다</a>고 지적했다. 고객이 차를 구입하면 페라리를 가까운 대리점으로 무료로 배달해 줄 수 있지만, 약 £500($630)를 지불하면 이탈리아 마라넬로에서 &#8220;공장 투어&#8221;를 선택하여 차를 직접 픽업하고 집까지 운전해 갈 수 있다. 고객은 이 경험을 독특한 특권으로 마케팅하여 기꺼이 추가 비용을 지불한다.
놓치지 마세요:
<ul>
<li>딜로이트의 가장 빠르게 성장하는 소프트웨어 회사가 아마존, 월마트, 타겟과 파트너십을 맺고 올해 투자 마감일이 12/20이라고 발표했습니다. – <a href="https://www.benzinga.com/money/mode-mobile-2">상장 전 주식 4,000주를 주당 0.26달러에 받는 마지막 기회입니다!</a></li>
<li>전 세계 게임 시장은 올해 말까지 2720억 달러를 생성할 것으로 예상됩니다 — <a href="https://www.benzinga.com/money/gameflip"> 사용자 700만명 이상을 보유한 이 VC 지원 스타트업에 주당 0.55달러로 투자하여 쉽게 접근하세요.</a></li>
</ul>
고객들은 이 경험이 특별한 특권으로 마케팅되기 때문에 기꺼이 차를 직접 수령하기 위해 추가 비용을 지불한다. 이는 고객을 특별하게 느끼게 하면서 페라리의 비용을 절감하는 뛰어난 심리적 전략으로 보인다.
한편, 서덜랜드에 따르면 롤스로이스와 마세라티는 고급 자동차를 즉흥 구매처럼 보이게 만들기 위해 다른 접근 방식을 취했다. 그들은 전통적인 자동차 쇼에서 차량을 전시하는 대신, 요트와 개인 제트기 쇼로 이동했다. 논리는 이렇다. 수백만 달러짜리 요트와 제트기를 하루 종일 바라본 후, 25만 달러짜리 자동차는 갑자기 훨씬 작은 비용처럼 느껴져 즉흥 구매로 이어질 수 있다.
또한 확인해 보세요: 제프 베이조스가 7천만 달러 이상의 미술품을 보유하고 있는 이유 — <a href="https://www.benzinga.com/money/masterworks">이 대체 자산은 1995년 이후 S&amp;P 500을 초과 달성하며 평균 연간 수익률 11.4%를 기록했습니다. 일반 투자자들이 어떻게 시작하고 있는지 알아보세요.</a>
페라리는 또한 <a href="https://www.benzinga.com/markets/cryptocurrency/24/07/39935966/ferrari-revs-up-crypto-payments-in-europe-expanding-on-us-success">암호화폐 결제</a>로의 대담한 진출을 하고 있다. 미국에서 암호화폐 결제를 성공적으로 론칭한 후, 브랜드는 7월에 유럽으로 이 옵션을 확장했다. 비트페이(BitPay)와 협력하여 페라리는 이제 비트코인, 이더리움 및 USD 코인을 자동차 구매에 사용할 수 있으며, 결제는 즉시 전통 통화로 변환된다. 이 회사의 대표에 따르면, 이는 소비자 수요에 대한 응답이자 부유하고 기술에 정통한 고객층의 취향에 맞추기 위해 이루어진 것이다. 페라리는 2024년 말까지 법적으로 허용되는 모든 지역에서 전 세계적으로 암호화폐 결제를 제공할 계획이다.
페라리는 거기서 멈추지 않는다. 이 브랜드는 2025년 4분기에 <a href="https://www.benzinga.com/news/24/05/38984035/ferrari-aims-to-challenge-tesla-with-launch-of-electric-supercar-in-2025" target="_blank" rel="noopener" data-google-interstitial="false">첫 전기 슈퍼카를 출시</a>할 준비를 하고 있다. 페라리는 새로운 마라넬로의 하이브리드 및 전기차 전용 공장과 첨단 리튬 배터리 연구소를 통해 EV가 브랜드의 시그니처 매력을 유지하도록 보장한다.
트렌드: 6만 달러짜리 접이식 주택 제조사가 3개의 공장 건물, 600채 이상의 주택을 건설했고, 주택 문제 해결을 위한 큰 계획을 가지고 있습니다 — <a href="https://www.benzinga.com/money/boxabl">오늘 주당 0.80달러에 투자자가 될 수 있습니다.</a>
CEO 베네데토 비그나(Benedetto Vigna)는 전기 모터의 소리를 재발명하여 페라리를 운전하는 고전적인 감각적 경험을 보존하고 있다. 베네데토 비그나는 테슬라와 같은 시장 선두업체들과 경쟁하기 위해 모든 연령대에서 강력한 소비자 관심을 보장하는 데 큰 베팅을 하고 있다.
페라리가 미래로 나아가고 있는 동안, 재무 실적은 여전히 강력하다. 이 자동차 제조사는 2024년 1분기 매출이 17억 2천만 달러로 전년 대비 11% 증가했다고 보고했다. 출하량은 3,560대에서 안정세를 유지했으며 페라리는 2024 회계연도 순매출이 64억 유로를 초과할 것으로 예상하고 있다.
차를 직접 수령하는 비용을 지불하든, 고급 요트를 본 후 25만 달러짜리 차량을 충동구매하든, 비트코인으로 페라리를 구매하든, 한 가지는 분명하다: 럭셔리 자동차 브랜드들은 사람들이 계속 돌아오도록 만드는 방법을 잘 알고 있다. 그들은 스마트한 전략, 멋진 기술 및 새로운 재무 트렌드를 사용하여 고급 자동차 시장에서 앞서 나간다.

다음 읽기:
<ul>
<li>우버와 에어비앤드에서 영감을 받은 – 딜로이트의 가장 빠르게 성장하는 소프트웨어 회사가 70억 대의 스마트폰을 수익 창출 자산으로 변환하고 있습니다 – <a href="https://www.benzinga.com/money/mode-mobile-2">올해 투자하고 주식을 받으려면 12/20까지입니다. 30,000명 이상의 주주에 합류하고 오늘 주당 0.26달러에 투자하세요.</a></li>
<li>제프 베이조스가 지원하는 새로운 펀드가 7-9% 목표 수익률과 월 배당금을 제공한다면 투자하시겠습니까? <a href="https://www.benzinga.com/money/arrived-private-credit-fund">투자하시겠습니까?</a></li>
</ul>
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<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.

럭셔리 시장은 중요한 전환점에 있으며, 레거시 브랜드들과 에스퍼레이셔널(aspirational) 플레이어들 간의 뚜렷한 경계가 나타나고 있다고 <a href="https://www.benzinga.com/general/biotech/24/07/39656549/exclusive-glp-1-weight-loss-drugs-could-become-a-trillion-dollar-market-predicts-tema-etfs-ceo">테마(Tema) ETFs의 CEO</a>인 마우리츠 팟(Maurits Pot)이 전했다.
벤징가(Benzinga)와의 독점 인터뷰에서 팟은 에르메스 인터내셔널 SA(OTCPK:<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/hesay" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for HESAY" data-google-interstitial="false">HESAY</a>)와 페라리 N.V.(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RACE#NYSE">RACE</a>)와 같은 고급 브랜드들은 충성도 높은 부유한 고객들에 의해 뒷받침되어 성과가 좋을 것으로 예상되는 반면, LVMH-모엣 헤네시 루이 비통(OTCPK:<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/lvmuy" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for LVMUY" data-google-interstitial="false">LVMUY</a>) 및 버버리 그룹(OTCPK:<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/burby" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for BURBY" data-google-interstitial="false">BURBY</a>)와 같은 더 많은 에스퍼레이셔널 브랜드들은 소비자 행동 변화와 중국 및 유럽과 같은 주요 시장에서의 경제적 둔화로 인해 더 큰 취약성에 직면할 것이라고 강조했다.
&#8220;럭셔리 시장은 전환기를 맞이하고 있으며, 진정한 럭셔리와 에스퍼레이셔널 브랜드들 간의 더 큰 차별화가 나타나고 있다&#8221;고 팟이 말했다.
특히 최근 실망스러운 결과를 보고한 LVMH와 같이 다수의 기업들이 실적이 부진한 상황에서, 팟은 거시경제적 역풍을 고려할 때 이러한 결과가 놀라운 것은 아니라고 강조했다.
팟은 투자자들이 이제 고급 브랜드와 더 많은 재량 소비를 겨냥한 브랜드 간의 명확한 구분에 집중해야 한다고 강조했다.
<h3 class="wp-block-heading">중국의 부양책이 럭셔리의 전망을 구원하지 못할 것</h3>
중국의 재정적 부양이 미치는 영향에 대해 논의하면서 팟은 회의적인 입장을 나타냈다. 그는 시장에 대한 잠재적 부양책에 대한 초기 흥분이 있었지만, 정부 지출의 실제 수혜자는 중국의 경제적 우선순위에 더 중앙집중적인 산업일 가능성이 높다고 언급했다.
&#8220;럭셔리 부문은 중국 부양책으로 인해 조기 부양을 받았다고 생각하지만, 궁극적으로는 정말로 정당화된 부양이 아니다&#8221;라고 팟이 말했다.
그는 중국 정부가 고급 국제 럭셔리보다는 국내 소비를 우선시할 가능성이 높아 중국 주도의 수요가 의미 있게 반등할 것이라는 의문을 제기한다고 강조했다.
<h3 class="wp-block-heading">인도: 럭셔리의 다음 성장 동력?</h3>
또한 중국 수요 둔화로 인한 공백을 인도가 메울 수 있을지에 대한 질문이 있다. 팟은 인도의 중산층 성장과 경제적 힘이 다음 성장 스토리가 될 수 있다고 암시했다.
&#8220;중국이 둔화됨에 따라 인도의 럭셔리 수요가 감소하는 중국 수요를 대체할 수 있을까? 이는 2025년에 대한 중요한 질문이다&#8221;라고 팟이 덧붙이며, 디올(Dior)과 같은 브랜드가 시장에 대규모로 투자하고 있는 인도의 럭셔리 공간에서의 존재감이 커지고 있음을 지적했다.
&#8220;2024년은 럭셔리 부문에 힘든 한 해가 될 가능성이 높지만, 2025년은 특히 인도가 주요 럭셔리 시장으로 떠오르는 경우 더 나아질 것이라고 믿을 이유가 있다고 생각한다&#8221;고 그가 덧붙였다.
<h3 class="wp-block-heading">관세와 미국 선거: 럭셔리에 미치는 잠재적 영향</h3>
미국 대선을 앞두고 팟은 관세와 그것이 럭셔리에 미칠 잠재적 영향에 대한 생각을 공유했다. 그는 관세가 아직 럭셔리 상품을 직접 겨냥하지 않았지만, 자동차와 같은 산업 제품에 대한 간접적인 결과가 있을 가능성을 언급했다.
&#8220;저는 관세가 소비재보다 산업 생산에 초점을 맞출 것이라고 생각하지만, 결국 럭셔리가 그 안에 포함될 수 있다,&#8221;라고 그가 덧붙였다.
<h3 class="wp-block-heading">하락 매수 기회를 위한 현금 보유</h3>
팟은 Tema Luxury ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LUX#NYSE">LUX</a>)가 럭셔리 부문 변화에 어떻게 대응할 수 있도록 포지셔닝되었는지에 대한 통찰도 공유했다.
&#8220;포트폴리오의 거의 20%가 현금으로 보유되고 있다&#8221;고 그가 밝혔으며, 이는 펀드가 특히 재량 소비 럭셔리에 대해 조심스럽게 접근하고 있음을 설명했다. 재량 소비 럭셔리는 페라리, 에르메스 및 리치몬트(OTCPK:<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/cfruy" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for CFRUY" data-google-interstitial="false">CFRUY</a>)와 같은 고급 브랜드들보다 더 큰 타격을 입었다.
&#8220;우리는 정말 고급 럭셔리에 대해 비중을 확대하고, 더 많은 재량 소비 럭셔리에 대해서는 비중을 축소하고 있다&#8221;고 그가 말했다.
 
지금 읽어보세요:
<ul>
<li><a href="https://www.benzinga.com/economics/macro-economic-events/24/10/41386234/strong-september-retail-sales-put-feds-next-move-in-doubt-interest-rate-cuts-are-">강력한 9월 소매 판매가 연준의 다음 조치를 의심스럽게 만든다: 금리 인하가 &#8216;확정적이지 않다&#8217;</a></li>
</ul>
이미지: Shutterstock


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독점: 테마 ETF의 CEO는 "럭셔리 시장은 '중요한 전환'을 겪고 있다"고 주장

아마존닷컴(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>)의 클라우드 컴퓨팅 부문인 아마존 웹 서비스(AWS)는 <a href="https://www.benzinga.com/topic/italy" target="_blank" rel="noopener">이탈리아 내 데이터 센터 운영</a>을 확장하기 위해 수십억 유로를 투자하기 위해 이탈리아 정부와 협상을 진행하고 있다.
월요일 로이터 통신이 보도한 바와 같이 이 계획은 유럽 전역의 클라우드 서비스를 강화하려는 이 거대 기술 기업의 전략의 일부이다.
밀라노에 있는 AWS의 현재 사이트를 확장하거나 새 사이트를 설립하는 등의 옵션을 포함하여 투자 규모와 위치에 대한 논의가 진행 중이다.
이번 투자의 규모와 위치에 대한 협의가 진행 중이며, 이에 대한 옵션은 AWS의 밀라노 현 지점을 확장하는 방안과 새로운 지점을 설립하는 방안이 있습니다.
<h3 class="wp-block-heading">AWS의 유럽내 존재</h3>
AWS는 2012년 이탈리아에서 처음으로 인프라를 출시했으며, 2029년까지 이탈리아에 20억 유로(22억 달러)를 투자할 계획이었다.
AWS의 계획된 투자는 2029년까지 이탈리아 GDP에 37억 유로를 기여할 것으로 예상된다. 이탈리아의 AWS 고객 명단에는 고급 자동차 제조업체 페라리(NYSE:<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/race" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for RACE">RACE</a>), 보험사 앗시쿠라치오니 제네랄리(OTCPK:<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/arzgf" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for ARZGF">ARZGF</a>) 및 에너지 공급업체 에넬(Enel)과 같은 유명 기업들이 포함되어 있다.
일요일, 아마존의 클라우드 사업부는 최근 모나코 그랑프리에서 우승한 후 소셜 미디어 플랫폼 X에서 페라리의 포뮬러(Formula) 1 드라이버 샤를 르클레르(Charles Leclerc)를 축하했다.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter">
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">
&#8220;Very, very special&#8221;—<a href="https://twitter.com/Charles_Leclerc?ref_src=twsrc%5Etfw">@Charles_Leclerc</a> on racing the <a href="https://twitter.com/hashtag/MonacoGP?src=hash&amp;ref_src=twsrc%5Etfw">#MonacoGP</a> streets he called home as a child. &#x1f3ce;&#x1f3e9;
With <a href="https://twitter.com/hashtag/AWS?src=hash&amp;ref_src=twsrc%5Etfw">#AWS</a> powering <a href="https://twitter.com/ScuderiaFerrari?ref_src=twsrc%5Etfw">@ScuderiaFerrari</a>, we&#8217;re proud to play a part in making his dreams a reality. <a href="https://t.co/90DwFHIDZp">pic.twitter.com/90DwFHIDZp</a>
<a href="https://twitter.com/awscloud/status/1793990654642549059?ref_src=twsrc%5Etfw">May 24, 2024</a>에 올린 글</blockquote>
</div>
</figure>
지난주 AWS는 <a href="https://www.benzinga.com/news/24/05/38967609/amazon-pours-17b-into-cloud-infrastructure-in-spain-report" target="_blank" rel="noopener">2033</a>년까지 스페인 아라곤 지역의 데이터 센터를 확장하기 위해 157억 유로(170억 달러)의 상당한 투자를 발표했다.
이 새로운 투자는 2021년에 발표된 이전 계획을 대체하며, 이 계획은 국가에 10년 동안 25억 유로를 배정했다.
이탈리아에 대한 AWS의 투자는 상당할 것으로 예상되지만, 스페인에 대한 투자 계획 규모에는 미치지 못할 수도 있다.
AWS의 이탈리아 투자는 상당할 것으로 예상되지만, 스페인에 대한 투자 계획만큼 큰 규모의 투자를 할 수도 있습니다.
독일에서도 AWS는 2040년까지 78억 유로를 투자할 계획을 발표했다.
지금 읽기: <a href="https://www.benzinga.com/markets/equities/24/05/38660100/amazon-to-invest-9b-in-singapore-cloud-infrastructure-doubling-its-current-investment">아마존, 9억 달러 투자한 싱가포르 클라우드 인프라를 두 배 확장</a>
사진: 셔터스톡을 통한 <a href="https://www.shutterstock.com/g/nitinyad1">모든 것을 위한 사진</a> 
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