SpringWorks Therapeutics 주식 (NASDAQ: SWTX)

에 대한 최신 뉴스 SpringWorks Therapeutics (NASDAQ:SWTX) 주식

SpringWorks Therapeutics

SpringWorks Therapeutics Inc is a clinical stage biopharmaceutical company applying a precision medicine approach to acquiring, developing and commercializing life-changing medicines for underserved patient populations suffering from devastating rare diseases and cancer. The company has a differentiated portfolio of small molecule targeted oncology product candidates and is advancing two potentially registrational clinical trials in rare tumor types, as well as several other programs addressing highly prevalent, genetically defined cancers.

Mid Cap

News

Movers

Trading Ideas

CPRI

NARI

PAYX

PLUG

PYCR

SWTX

이들 11개 중형주는 지난주 최고의 성과를 거두었다. 그것들이 당신의 포트폴리오에 있나요? 1. 이나리 메디컬(NASDAQ:NARI)의 주식은 스트라이커(NYSE:SYK)이 주당 80달러 또는 약 49억 달러의 지분 가치를 제시하며 회사를 인수하기로 합의한 후 53.07% 급등했다.

플러그 파워, 카프리 및 프론트라인은 지난주 최대 상승한 중형주 (1월 6일-10일)

SpringWorks Therapeutics, Inc. - common stock

SpringWorks Therapeutics Inc

Precision Drilling (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PDS#NYSE">PDS</a>) reported quarterly earnings of C$1.06 per share which missed the analyst consensus estimate of C$1.93 by 45.08 percent. This is a 89.19 percent decrease over earnings of C$9.81 per share from the same period last year. The company reported quarterly sales of C$468.171 million which missed the analyst consensus estimate of C$481.580 million by 2.78 percent. This is a 7.64 percent decrease over sales of C$506.871 million the same period last year.

Earnings

Earnings Misses

Precision Drilling Q4 2024 GAAP EPS C$1.06 Misses C$1.93 Estimate, Sales C$468.171M Miss C$481.580M Estimate

Prominent short-seller Jim Chanos called into question a potential $400 million government contract for Tesla Inc.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) armored Cybertrucks on Wednesday, linking it to CEO Elon Musk&#8217;s recent appointment to lead government efficiency initiatives.
What Happened: &#8220;While we&#8217;re looking for wasteful government spending DOGE, how about we start with the recent $400M contract with Tesla for armored Cybertrucks&#8230;?! Are they really necessary?&#8221; Chanos wrote on X, referring to the Department of Government Efficiency (DOGE) program.
The criticism comes as a Department of State procurement forecast for fiscal year 2025 lists a five-year, $400 million requirement for &#8220;Armored Electric Vehicles,&#8221; though it doesn&#8217;t specifically name Tesla&#8217;s Cybertruck.
The timing is notable as Musk has strengthened ties with President Donald Trump, with a Cybertruck appearing in Trump&#8217;s motorcade during a recent visit to SpaceX&#8217;s Starbase facility in Texas. The vehicle&#8217;s inclusion in the presidential convoy sparked speculation about <a href="https://www.benzinga.com/news/24/11/42152721/tesla-cybertruck-part-of-donald-trumps-motorcade-will-vehicle-land-government-deals">potential government contracts</a>.
<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">While we're looking for wasteful government spending <a href="https://twitter.com/DOGE?ref_src=twsrc%5Etfw">@DOGE</a>, how about we start with the recent $400M contract with Tesla for armored Cybertrucks…?! Are they really necessary? (See Line #21 in first link) <a href="https://twitter.com/search?q=%24TSLA&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$TSLA</a> <a href="https://t.co/Y8p95o0pOb">https://t.co/Y8p95o0pOb</a>
&mdash; James Chanos (@RealJimChanos) <a href="https://twitter.com/RealJimChanos/status/1889807240409866530?ref_src=twsrc%5Etfw">February 12, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
See Also: <a href="https://www.benzinga.com/markets/equities/25/02/43681423/dutch-bros-shares-spike-25-after-hours-jim-cramer-says-his-favorite-coffee-chain-is-the-real-deal">Dutch Bros Shares Spike 25% After Hours, Jim Cramer Says His Favorite Coffee Chain Is &#8216;The Real Deal&#8217;</a>
Why It Matters: Tesla has claimed the Cybertruck features &#8220;ultra-hard 30X cold-rolled stainless-steel body panels&#8221; and &#8220;armor glass&#8221; windows, though the effectiveness of these materials in <a href="https://www.benzinga.com/markets/equities/23/11/35949788/is-the-upcoming-cybertruck-really-bulletproof-fact-checking-elon-musks-claims-about-teslas-most-">withstanding gunfire remains unproven</a>. During the vehicle&#8217;s initial presentation, a demonstration of the armor glass&#8217;s durability failed to meet expectations.
Wedbush Securities analyst Dan Ives, maintaining a $550 price target for Tesla, addressed broader concerns about Musk&#8217;s government role. &#8220;The worry of the Street around Tesla is Musk dedicating so much time to DOGE takes away from TSLA and causes brand deterioration,&#8221; Ives said, though he believes these <a href="https://www.benzinga.com/25/02/43682491/elon-musks-doge-dedication-sparks-tesla-brand-deterioration-as-ev-maker-drops-20-after-trump-inauguration-dan-ives-says-bark-way-worse-than-the-bite">concerns are overstated</a>.
Tesla&#8217;s stock has declined 20.64% since Jan. 21 after Trump&#8217;s inauguration, with some analysts attributing the drop to Musk&#8217;s divided attention between Tesla and his new government efficiency role. According to FOX Business, Musk plans to dedicate the next four months to DOGE initiatives, including ambitious plans to cut $2 trillion from the budget.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/markets/equities/25/02/43683255/robinhood-ceo-vlad-tenev-says-prediction-markets-are-the-future-amid-super-bowl-lix-suspension-and-missing-regulatory-clarity">Robinhood CEO Vlad Tenev Says &#8216;Prediction Markets Are The Future&#8217; Amid Super Bowl LIX Suspension And Missing &#8216;Regulatory Clarity&#8217;</a></li>
</ul>
Image Via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Equities

Short Sellers

Politics

Markets

Tech

TSLA

Tesla's $400 Million Armored Cybertruck Deal Under Fire As Short Seller Jim Chanos Questions Elon Musk's DOGE Role In Cutting 'Wasteful Government Spending'

Update on extraintestinal pathogenic E. coli vaccine phase 3 clinical study
<ul>
<li>Independent interim analysis of the E.mbrace phase 3 study finds that the vaccine candidate didn't demonstrate sufficient efficacy in preventing invasive E. coli disease</li>
<li>No safety signals related to the vaccine candidate were identified</li>
</ul>
Financial considerations As a result of the discontinuation, Sanofi has recorded an impairment charge before tax of $250 million in the Q4 2024 IFRS results. This adjustment impacts negatively the full-year IFRS EPS reported in the Q4 2024 results press release on January 30, 2025, by €0.15 from €4.59 previously to €4.44 now. This adjustment&nbsp;will be included&nbsp;in Sanofi's Form 20-F for 2024 to be filed with the US Securities and Exchange Commission. However, there is no impact to the business net income / business EPS remaining unchanged respectively at €8,912 million / €7.12 (non-IFRS). There is no change to the financial guidance for 2025

Sanofi And Janssen Halt Phase 3 E. coli Vaccine Trial Following Interim Analysis Showing Insufficient Efficacy; Sanofi Records €250M Impairment Charge

HIGHLIGHTS
<ul>
<li>Production estimated to have been 131.0 – 132.0 MBoe per day for the fourth quarter, putting NOG toward the high end of annual total production guidance</li>
<li>Significant elective Ground Game and leasehold acquisitions totaling $27 million in the fourth quarter</li>
<li>Fourth quarter capital expenditures, excluding non-budgeted transactions, estimated to be $231 – $232 million</li>
<li>Initial 2025 production guidance of 130.0 – 135.0 Mboe per day</li>
<li>2025 capital budget of $1.05 to $1.20 billion to support increasing activity aimed at further growth in 2026</li>
<li>In early 2025, signed definitive agreement to acquire 2,275 net acres in Upton County, TX in Midland Basin joint development with a private operating partner for $40 million</li>
</ul>

Reported Earlier, NOG Reports Q4 Production Of 131–132 Mboe/Day, Sets 2025 Guidance At 130–135 Mboe/Day, And Announces $40M Midland Basin Acquisition

FCPT

Reported Earlier, FCPT Acquires High-Traffic Automotive Service Property In Ohio For $4.9M

Board of Trustees declared a dividend of $0.30 per share on the Company's common shares for the first quarter of 2025. This represents an increase of 15 percent versus the prior quarterly dividend rate of $0.26 per share. The distribution will be payable in cash on March 31, 2025 to shareholders of record on March 14, 2025.

Dividends

Reported Earlier, AMH Announces 15% Dividend Boost, Raising Quarterly Payout To $0.30 Per Share From $0.26, Payable March 31

Copa Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CPA#NYSE">CPA</a>) reported quarterly earnings of $3.99 per share which beat the analyst consensus estimate of $3.80 by 5 percent. This is a 10.74 percent decrease over earnings of $4.47 per share from the same period last year. The company reported quarterly sales of $877.052 million which missed the analyst consensus estimate of $879.677 million by 0.30 percent. This is a 4.35 percent decrease over sales of $916.933 million the same period last year.

Earnings Beats

Copa Holdings Q4 2024 Adj. EPS $3.99 Beats $3.80 Estimate, Sales $877.052M Miss $879.677M Estimate

INCR

Reported Earlier, InterCure Appoints Alexander Rabinovich As Chairman, Succeeding Ehud Barak

IZERVAY dosing approved beyond 12 months&nbsp;

ALPMY

Reported Earlier, U.S. FDA Grants Expanded Label For Astellas' IZERVAY, Allowing Long-Term Treatment For Geographic Atrophy

Former Google CEO Eric Schmidt has cautioned that if Western nations fail to prioritize open-source artificial intelligence, China will take the lead.
What Happened: Speaking at the <a href="https://in.benzinga.com/trading-ideas/movers/25/02/43638878/intel-shares-are-up-today-whats-going-on">AI Action Summit</a> in Paris <a href="https://www.ft.com/content/84cf0b2e-651d-4cb4-b426-ebc7afd634fa">with</a> the Financial Times, Schmidt pointed out that most leading U.S. large language models (LLMs), such as Alphabet Inc.'s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) Google Gemini, OpenAI's GPT-4, and Anthropic's Claude, are closed-source.
"If we don't do something about that, China will ultimately become the open-source leader and the rest of the world will become closed-source," Schmidt told the publication.
See Also:&nbsp;<a href="https://www.benzinga.com/markets/equities/25/02/43591228/sam-altmans-openai-set-to-finalize-in-house-ai-chip-reducing-dependence-on-nvidia-report" target="_blank" rel="noreferrer noopener">Sam Altman's OpenAI Set To Finalize In-House AI Chip, Reducing Dependence On Nvidia: Report</a>
He warned that Western universities and researchers could struggle to afford proprietary AI models, stifling scientific discovery. While Meta Platforms, Inc.'s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) Llama <a href="https://www.benzinga.com/news/24/10/41388451/metas-ai-open-source-claims-draw-criticism-osi-pushes-for-transparency">is an exception</a>, Schmidt argued that broader efforts are needed to maintain technological leadership.
Why It Matters: Schmidt&#8217;s warning comes in the wake of a significant development by Chinese start-up DeepSeek, which has introduced R1, a powerful open large language model.
Subscribe to the&nbsp;<a href="https://bztechtrends.beehiiv.com/subscribe" target="_blank" rel="noreferrer noopener">Benzinga Tech Trends newsletter</a>&nbsp;to get all the latest tech developments delivered to your inbox.
Last month, its launch shook tech markets, sparking volatility in AI stocks. At one point, Nvidia Corporation saw <a href="https://www.benzinga.com/markets/equities/25/01/43221806/nvidia-amd-broadcom-smci-tsmc-and-other-tech-giants-lead-monday-pre-market-selloff-as-nasdaq-100-futures-plummet-over-650-points-amid-reports-of-chinese-ai-startup-deepseek-overtaking-chatgpt">significant turbulence</a>, falling 17%.
Notably, on Tuesday, the U.S. and the U.K. chose not to <a href="https://in.benzinga.com/25/02/43646841/us-and-uk-did-not-sign-ai-safety-pact-at-paris-summitvice-president-jd-vance-says-excessive-regulation-could-kill-the-industry">sign a global AI safety declaration</a> at the AI Action Summit in Paris, diverging from the stance of around 60 other countries, including China, India, and Germany.
Last month, OpenAI CEO Sam Altman <a href="https://in.benzinga.com/25/02/43426111/openai-rethinks-open-source-as-deepseek-gains-ground-sam-altman-hints-at-major-changes-in-ai-model-development">expressed a shift in perspective</a> on open source. &#8220;I personally think we have been on the wrong side of history here and need to figure out a different open-source strategy,&#8221; Altman stated at the time.
"I think that [Altman] was being a little too quick," Schmidt said, advocating for a combination of open- and closed-source models.
Check out more of Benzinga&#8217;s Consumer Tech coverage by <a href="https://www.benzinga.com/topic/consumer-tech" target="_blank" rel="noreferrer noopener">following this link</a>.
Photo Courtesy: Image via Shutterstock
Read Next:
<ul>
<li><a href="https://in.benzinga.com/25/02/43646615/top-analyst-says-metas-ai-push-could-add-100-per-share-while-tesla-faces-ev-headwindswhy-hes-still-bullish-on-musks-robotics-vision" target="_blank" rel="noreferrer noopener">Meta's AI Push Could Add $100 Per Share While Tesla Faces EV Headwinds: Top Analyst</a></li>
</ul>
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.

Media

GOOG

GOOGL

Ex-Google CEO Eric Schmidt Warns If West Doesn't Get Its Act Together On Open Source AI, China Will Become The Leader: 'If We Don't Do Something...'

Nabors Industries (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NBR#NYSE">NBR</a>) reported quarterly losses of $(6.67) per share which missed the analyst consensus estimate of $(1.71) by 290.06 percent. This is a 147.04 percent decrease over losses of $(2.70) per share from the same period last year. The company reported quarterly sales of $738.647 million which missed the analyst consensus estimate of $739.992 million by 0.18 percent. This is a 1.77 percent increase over sales of $725.801 million the same period last year.

Nabors Industries Q4 2024 Adj. EPS $(6.67) Misses $(1.71) Estimate, Sales $738.647M Miss $739.992M Estimate

EV giant Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) is attempting different measures to prevent the cutting of its <a href="https://www.benzinga.com/25/02/43617724/deploying-tesla-superchargers-cost-40000-45000-per-stall-or-roughly-the-price-of-model-3-sedan-says-exec">supercharger cables</a> at locations across the U.S. by introducing dye bombs and carvings on the cable.
What Happened: One of the measures used by the company to reduce vandalism and theft involves blue dye. When anyone tries to cut the cable, the DyeDefender will explode, staining the vandal in blue dye.
Tesla executive Max de Zegher clarified that the DyeDefender is &#8220;just a trial&#8221; and that the company is always exploring options.
The Director of Charging for North America, Europe Middle East &amp; Africa as well as the Asia Pacific, said that supercharger cables will also have &#8220;Property of Tesla&#8221; engraved on them from the company&#8217;s New York factory. This would notify recycling companies to whom these cables are sold, who can in turn notify Tesla. 
&#8220;It&#8217;s a scalable, cost-effective solution that doesn&#8217;t impact service operations &amp; customer experience,&#8221; the executive said about the engraving option.
<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">Just a trial. We&#39;re always exploring options. Supercharger cables will also have &quot;Property of Tesla&quot; engraved from our Buffalo NY factory, so recycling companies shouldn&#39;t accept them and notify us. It&#39;s a scalable, cost-effective solution that doesn&#39;t impact service operations &amp;… <a href="https://t.co/pktFK4hXcD">pic.twitter.com/pktFK4hXcD</a>
&mdash; Max de Zegher (@MdeZegher) <a href="https://twitter.com/MdeZegher/status/1889790290036453422?ref_src=twsrc%5Etfw">February 12, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
Why It Matters: Tesla superchargers have been at the receiving end of vandalism attempts owing to the costly materials within the thick cables in addition to political differences with EVs or Tesla&#8217;s billionaire CEO Elon Musk. 
All of Tesla&#8217;s present vehicle offerings, including its latest Cybertruck, use cables for charging, mandating an effective solution for theft attempts. 
Tesla unveiled its two-seater Cybercab for autonomous driving in October last year. The vehicle will <a href="https://www.benzinga.com/news/24/10/41415010/tesla-cybercabs-wireless-charging-capabilities-shown-off-in-new-teaser-video-will-this-be-the-future">use inductive charging</a>, removing the need for charging cables. 
The vehicle, however, is yet to enter production. Musk said last year that the company will start production of the vehicle in 2026. 
Check out more of Benzinga's Future Of Mobility coverage by&nbsp;<a href="https://www.benzinga.com/topic/mobility" target="_blank" rel="noreferrer noopener">following this link.</a>
Read Next:
<ul>
<li><a href="https://www.benzinga.com/25/02/43652302/lyft-ceo-david-risher-sees-avs-including-waymo-aiding-its-business-the-more-avs-the-better-lyft-does">Lyft CEO Sees Autonomous Vehicles Including Alphabet&#8217;s Waymo As Game-Changer For Ride-Hailing, Not A Threat: &#8216;The More AVs… The Better Lyft Does&#8217;</a></li>
</ul>
Photo courtesy: Shutterstock

Tesla Fights Supercharger Vandalism And Theft With Dye Bombs, Cable Engravings

Coincheck Group N.V. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CNCK#NASDAQ">CNCK</a>), the holding company of leading Japanese cryptocurrency exchange Coincheck, reported a 75% jump in revenue for the fiscal third quarter on Wednesday.&nbsp;
What happened: The company's quarterly revenue soared to $785 million, up from $448 million disclosed in the second quarter, according to a press release.
The trading volume more than doubled to $785 million quarter-over-quarter, while customer assets increased by 72% to $6.9 billion.&nbsp;
That said, Coincheck recorded a loss of $98 million during the quarter, driven by sales expenses.
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/25/02/43584910/man-who-accidentally-lost-his-775-million-bitcoin-stash-expresses-desire-to-buy-the-landfill-site">Man Whose $775 Million Bitcoin Fortune Lies Buried In A Landfill Now Wants To Buy The Trash Heap</a>
The Tokyo-headquartered firm merged with Thunder Bridge Capital Partners IV in December to become a Nasdaq-listed company.&nbsp;It is one of the few companies on Wall Street with cryptocurrency trading as its core business.
Coincheck is one of Japan&#8217;s biggest cryptocurrency exchanges, supporting premium assets like Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) and Ethereum (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/eth/usd">ETH</a>).
Price Action: Shares of Coincheck tumbled 7% to close at $7.030 during Wednesday&#8217;s regular trading session, according to <a href="https://pro.benzinga.com/dashboard?_gl=1&#x2A;380nj0&#x2A;_ga&#x2A;MTEyOTAyOTcxMy4xNzEzMzY0NTYy&#x2A;_ga_V7ZK73W7N0&#x2A;MTcxNDk4MzIzMi42LjEuMTcxNDk4OTE0Ni4wLjAuMA.." target="_blank" rel="noreferrer noopener">data from Benzinga Pro</a>. 
Photo Courtesy: Piotr Swat on Shutterstock.com
Read Next:&nbsp;
<ul>
<li><a href="https://www.benzinga.com/markets/cryptocurrency/25/02/43581896/analyst-who-nailed-2021-crypto-collapse-now-says-worst-of-bitcoin-could-come-in-next-few-weeks">Analyst Who Nailed 2021 Crypto Collapse Now Says Worst Of Bitcoin Could Come In Next Few Weeks</a></li>
</ul>

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

Cryptocurrency

$BTC

$ETH

CNCK

Nasdaq-Listed Crypto Exchange Coincheck Reports Loss Of $98 Million In Q3, Shares Tumble 7%

Cisco Systems Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>) exceeded analyst <a href="https://www.benzinga.com/news/earnings/25/02/43675860/cisco-systems-shares-climb-on-better-than-expected-q2-results-strong-forward-guidance">expectations</a> for the second quarter that ended on Jan. 25 and raked over $700 million in artificial intelligence orders in the six months. Massive demand from web-scale clients and inference potential were the central themes that are expected to lead the AI-driven infrastructure boom.
What Happened: Responding to a question by an analyst during the earnings call, CEO Chuck Robbins delved into demand from web-scale clients versus the deployments and deliveries by the company.
He said that many clients have already increased their initial order targets for 2025 by 50% and they say, &#8220;If you can build more, we will buy more.&#8221; However, Robbins said the demand was &#8220;very dynamic&#8221; and depended on their clients&#8217; evolving strategies.
Cisco&#8217;s &#8216;Silicon One&#8217; technology provides scalable network infrastructure solutions, helping web-scale companies efficiently manage the immense traffic demands of their data centers and optimize costs.
&#8220;On the $700,000,000 in AI orders, it&#8217;s a combination of systems, silicon optics and optical systems,&#8221; said Robbins. About half of these orders belong to the silicon and systems segments, he added.
Robbins further highlighted the massive potential of AI inference, suggesting the opportunity in inferencing &#8220;is an order of magnitude higher&#8221; than the training stage that the company has seen to date.
See Also: <a href="https://www.benzinga.com/25/02/43648935/doordash-delivers-more-than-dinner-cfo-says-gained-share-in-new-verticals-like-grocery-and-retail-beyond-restaurants-thanks-to-exploding-monthly-users-record-order-frequency" target="_blank" rel="noreferrer noopener">DoorDash Surges To 42M Monthly Users As Grocery And Retail Sales Soar Amid Record Order Frequency</a>
Why It Matters: Cisco <a href="https://www.benzinga.com/news/earnings/25/02/43675860/cisco-systems-shares-climb-on-better-than-expected-q2-results-strong-forward-guidance">beat earnings</a> and revenue estimates for the quarter, reporting earnings of $0.94 per share on the revenue $13.9 billion. Guidance for next quarter is $0.90-$0.92 EPS and $13.9-$14.1 billion in revenue. Full-year guidance is $3.68-$3.74 EPS and $56-$56.5 billion in revenue.
Price Action: Cisco rose by 0.16%% on Wednesday and advanced further by 6.59%% in after-hours after reporting earnings. The exchange-traded fund tracking the Nasdaq 100 index, Invesco QQQ Trust, Series 1 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>) rose by 0.059%.
Cisco shares have gained 5.80% on a year-to-date basis, whereas it was up by 25.97% over the last year.
The average price target among 28 <a href="https://www.benzinga.com/quote/CSCO/analyst-ratings">analysts tracked by Benzinga</a> is $59.5 with a ‘hold' rating. The estimates range from $44 to $78 apiece. Recent ratings from Citigroup, Morgan Stanley, and Citigroup suggest a $66.67 target, implying a potential upside of 0.03%.
<figure class="wp-block-image size-large"><a href="https://www.benzinga.com/quote/CSCO/analyst-ratings"><img loading="lazy" decoding="async" width="1024" height="382" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/13003747/Cisco-ANR-1024x382.png" alt="" class="wp-image-780183" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/13003747/Cisco-ANR-1024x382.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/13003747/Cisco-ANR-300x112.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/13003747/Cisco-ANR-768x287.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/13003747/Cisco-ANR.png 1063w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
Photo Courtesy: Shutterstock
Read Next:
<ul>
<li><a href="https://www.benzinga.com/25/02/43650247/marriotts-digital-penetration-hits-historic-highs-as-bonvoy-app-downloads-soar-adding-31-million-new-members-ceo-says-transformation-enhancing-the-customer-experience">Marriott&#8217;s Digital Penetration Hits &#8216;Historic Highs&#8217; As Bonvoy App Downloads Soar Adding 31 Million New Members</a></li>
</ul>

Market Summary

Broad U.S. Equity ETFs

ETFs

General

CSCO

Cisco Systems Lands $700M AI Gold Rush Amid Increased Appetite From Tech Giants: 'Build More And We Will Buy More,' Customers Tell CEO

During Wednesday&#8217;s <a href="https://www.benzinga.com/news/earnings/25/02/43676276/robinhood-q4-earnings-highlights-record-revenue-eps-beat-analyst-estimates-crypto-revenue-up-700">fourth-quarter earnings call</a>, Robinhood Markets Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HOOD#NASDAQ">HOOD</a>) CEO Vlad Tenev outlined a vision for prediction markets, framing them not just as sports betting tools but as a key pillar of the future information ecosystem.
What Happened: The company&#8217;s recent success with its presidential election market &#8211; which saw over half a billion contracts traded in just a week &#8211; appears to be just the beginning of a broader strategic push. &#8220;Prediction markets are the future,&#8221; Tenev said during the earnings call, &#8220;not just as an active trading asset, but also news and information.&#8221;
Tenev hinted at a broader vision for Robinhood's platform, promising a more comprehensive set of event-based contracts later this year. However, he acknowledged that regulatory challenges remain, particularly in the realm of sports betting. &#8220;There's not regulatory clarity across all of it yet, in particular, sports,&#8221; he added.
What makes this particularly intriguing is the potential network effect. As more users participate in these markets, the aggregated predictions could become increasingly accurate and valuable, potentially creating a new form of crowd-sourced intelligence that competes with traditional information sources.
See Also: <a href="https://www.benzinga.com/trading-ideas/movers/25/02/43681236/bitcoin-ethereum-dogecoin-spike-amid-hotter-than-expected-inflation-numbers-eths-decisive-move-above-3000-could-restore-confidence-says-analyst">Bitcoin, Ethereum, Dogecoin Spike Amid Hotter-Than-Expected Inflation Numbers: ETH&#8217;s Decisive Move Above $3,000 Could Restore Confidence, Says Analyst</a>
Why It Matters: On Feb. 4, Robinhood scrapped its Super Bowl LIX event contracts after the Commodity Futures Trading Commission requested its derivatives unit <a href="https://www.benzinga.com/general/sports-betting/25/02/43482999/robinhood-ends-super-bowl-lix-bets-plan-after-cftc-complaint">block customer access</a>. 
The brokerage had partnered with Kalshi to launch the contracts ahead of the Feb. 9 National Football League championship but suspended the rollout following regulatory pushback. Robinhood expressed disappointment, citing ongoing discussions with the CFTC and its advocacy for balanced futures regulation. 
Robinhood reported fourth-quarter revenue of $1.01 billion, up 115% year-over-year and a new company record. The revenue figure beat a Street consensus estimate of $944.62 million according to data <a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent021225&amp;t=be2bearmibe3na1" target="_blank" rel="noreferrer noopener">from Benzinga Pro.</a>
Price Action: Robinhood stock soared 15.3% in after-hours trading after closing 4.82% higher at $55.91 during Wednesday&#8217;s trading session.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/markets/equities/25/02/43681423/dutch-bros-shares-spike-25-after-hours-jim-cramer-says-his-favorite-coffee-chain-is-the-real-deal">Dutch Bros Shares Spike 25% After Hours, Jim Cramer Says His Favorite Coffee Chain Is &#8216;The Real Deal&#8217;</a></li>
</ul>
Image Via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

HOOD

Robinhood CEO Vlad Tenev Says 'Prediction Markets Are The Future' Amid Super Bowl LIX Suspension And Missing 'Regulatory Clarity'

On Wednesday, Reddit Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RDDT#NYSE">RDDT</a>) CEO Steve Hoffman confirmed that an update to Alphabet Inc.'s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) Google&#8217;s search algorithm has impacted the platform's traffic.
What Happened: During Reddit's <a href="https://in.benzinga.com/general/social-media/25/02/43676199/reddit-q4-earnings-revenue-beat-eps-beat-shares-slide-as-user-growth-slows">fourth-quarter earnings</a> call, Hoffman said that Google's periodic algorithm change affected traffic, particularly among logged-out users in the U.S. However, the impact was short-lived.
"These changes happen all the time. I'd say ballpark, twice a year, not the first, not the last," Hoffman explained.
See Also:&nbsp;<a href="https://www.benzinga.com/markets/equities/25/02/43591228/sam-altmans-openai-set-to-finalize-in-house-ai-chip-reducing-dependence-on-nvidia-report" target="_blank" rel="noreferrer noopener">Sam Altman&#8217;s OpenAI Set To Finalize In-House AI Chip, Reducing Dependence On Nvidia: Report</a>
"For us, it primarily affects logged-out users. This one was particularly interesting because it really was a swing—down, but then a recovery shortly thereafter. Happened right at the end of the quarter," he added.
Despite the initial decline, Hoffman noted an increase in the search term &#8220;Reddit&#8221; on their search dashboard. He reiterated that Reddit began the first quarter on a strong note, with growth in <a href="https://www.benzinga.com/news/24/10/41566623/steve-huffman-says-people-go-on-google-to-land-reddit-results-it-has-answers-advice-perspectives-alp">search and overall traffic</a>.
Subscribe to the&nbsp;<a href="https://bztechtrends.beehiiv.com/subscribe" target="_blank" rel="noreferrer noopener">Benzinga Tech Trends newsletter</a>&nbsp;to get all the latest tech developments delivered to your inbox.
Why It Matters: Reddit reported fourth-quarter revenue of $427.71 million, surpassing the <a href="https://www.benzinga.com/calendars/earnings">consensus estimate</a> of $405.26 million.
Reddit&#8217;s daily active unique users (DAUq) grew 39% year-over-year, reaching 101.7 million, while U.S. daily active users saw a slight quarter-over-quarter decline from 48.2 million to 48 million.
Hoffman also reported a 27% increase in logged-in users over the past year and a 46% rise in international engagement.
However, despite beating revenue and EPS expectations, Reddit&#8217;s shares experienced a decline possibly due to slowing user growth.
Price Action: Reddit&#8217;s stock dropped 13.24% in after-hours trading, landing at $187.80. Earlier on Wednesday, it closed at $216.47, gaining 1.27%, per <a href="http://pro.benzinga.com/">Benzinga Pro data</a>.
Image via Shutterstock
Check out more of Benzinga's Consumer Tech coverage by&nbsp;<a href="https://www.benzinga.com/topic/consumer-tech" target="_blank" rel="noreferrer noopener">following this link</a>.
Read Next:
<ul>
<li><a href="https://in.benzinga.com/media/25/02/43646042/elon-musks-97-4-billion-openai-takeover-bid-reportedly-not-received-by-chatgpt-parent-another-one-of-his-tactics-says-sam-altman" target="_blank" rel="noreferrer noopener">Elon Musk&#8217;s $97.4 Billion OpenAI Takeover Bid Reportedly Not Received By ChatGPT Parent: ‘Another One Of His Tactics,&#8217; Says Sam Altman</a></li>
</ul>
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.

RDDT

Reddit CEO Acknowledges Google Search Update's Impact On Traffic But Shrugs It Off: 'These Changes Happen All The Time'

Changpeng Zhao, the founder and former CEO of the world&#8217;s biggest cryptocurrency exchange,&nbsp;Binance (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/bnb/usd">BNB</a>),&nbsp; said he will consider a community suggestion of creating a&nbsp;meme coin based on his pet&nbsp;dog, calling the idea &#8220;pretty interesting.&#8221;
What Happened: Zhao, popularly known as CZ, sounded intrigued by the idea of creating meme coins themed on pets and animals out of thin air.
&#8220;Honest newbie question. How does this work? I share my dog&#8217;s name and picture, and then people create meme coins? How do you know which one is &#8220;official&#8221;? Or does that even matter?&#8221; CZ asked his followers.
<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">Honest newbie question. How does this work? I share my dog&#39;s name and picture, and then people create memcoins? How do you know which one is &quot;official&quot;? or does that even matter? (I see many people asking for a name and a picture. &#x1f602;) <a href="https://t.co/ZcvEhzgwmM">https://t.co/ZcvEhzgwmM</a>
&mdash; CZ &#x1f536; BNB (@cz_binance) <a href="https://twitter.com/cz_binance/status/1889739142491251152?ref_src=twsrc%5Etfw">February 12, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
In response, popular cryptocurrency trader SlumDOGE Millionaire said that the one CZ chooses to promote becomes the official one.
After scanning through other responses, CZ said, &#8220;Pretty interesting how things work.&#8221;
&#8220;Will mull it over for a day or so, as usual for big decisions. Respect his privacy, or dox the dog for the cause,&#8221; CZ made a cheeky remark. He also said that he might interact with some memes on the BNB Chain.
Dog-themed cryptocurrencies have been a big hit, with Dogecoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/doge/usd">DOGE</a>) and Shiba Inu (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/shib/usd">SHIB</a>) spawning multi-billion dollar valuations over the years.
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/25/02/43584910/man-who-accidentally-lost-his-775-million-bitcoin-stash-expresses-desire-to-buy-the-landfill-site">Man Whose $775 Million Bitcoin Fortune Lies Buried In A Landfill Now Wants To Buy The Trash Heap</a>
Why It Matters: CZ&#8217;s consideration comes in the wake of a growing trend of celebrity-endorsed cryptocurrencies, with some celebrities even promoting memecoins themed after themselves.
Barstool Sports&nbsp;founder&nbsp;Dave Portnoy has been promoting meme coins that poked fun at him and also made significant investments in them. 
However, not all celebrities are on board with this trend. Rapper&nbsp;Kanye West, for instance, has <a href="https://in.benzinga.com/25/02/43583457/kanye-west-has-no-plans-of-introducing-his-meme-coin-coins-prey-on-the-fans-with-hype">expressed his disdain</a> for such coins, stating that they prey on fans with hype.
A meme coin launched by viral influencer Haliey Welch of the &#8220;Hawk Tuah&#8221; fame in December became a subject of <a href="https://www.benzinga.com/general/entertainment/24/12/42333397/hawk-tuah-girl-accused-of-scamming-crypto-buyers-after-newly-launched-meme-coin-pumps-and-dumps-victims-contemplate-legal-action">controversy after it pumped and dumped</a>, causing millions in losses to holders.
Photo Courtesy: ddRender on Shutterstock.com
Read Next:&nbsp;
<ul>
<li><a href="https://www.benzinga.com/markets/cryptocurrency/25/02/43581896/analyst-who-nailed-2021-crypto-collapse-now-says-worst-of-bitcoin-could-come-in-next-few-weeks">Analyst Who Nailed 2021 Crypto Collapse Now Says Worst Of Bitcoin Could Come In Next Few Weeks</a></li>
</ul>

$BNB

$DOGE

$SHIB

Changpeng 'CZ' Zhao Mulls Over Community Suggestion Of Memecoin Based On His Dog, Wants To Know 'How Does This Work'

Wedbush Securities analyst Dan Ives remains bullish on Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>), maintaining his $550 price target despite growing concerns over CEO Elon Musk&#8216;s involvement with the Department of Government Efficiency.
What Happened: &#8220;The worry of the Street around Tesla is Musk dedicating so much time to DOGE takes away from TSLA and causes brand deterioration,&#8221; Ives wrote on X on Wednesday. &#8220;We believe bark way worse than the bite in terms of brand issues and balancing time&#8230;our focus remains autonomous future.&#8221;
<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">The worry of the Street around Tesla is Musk dedicating so much time to DOGE takes away from TSLA and causes brand deterioration. We believe bark way worse than the bite in terms of brand issues and balancing time..our focus remains autonomous future. $550 price target &#x1f3c6;&#x1f525;&#x1f402;&#x1f37f;
&mdash; Dan Ives (@DivesTech) <a href="https://twitter.com/DivesTech/status/1889792187082142025?ref_src=twsrc%5Etfw">February 12, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
The commentary comes as FOX Business Senior Correspondent Charles Gasparino reported that Musk plans to dedicate the next four months to DOGE initiatives, including ambitious plans to cut $2 trillion from the budget. According to Gasparino, Musk has been sleeping in his White House office due to the intensive workload.
<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: Musk has told people he plans to spend the next four months working on DOGE; he's aiming to cut $2 trillion from the budget through DOGE; once DOGE&#39;S goals are met, inflation will be dropping to 2%; Musk has said he works so hard on DOGE he's sleeping in his White House…
&mdash; Charles Gasparino (@CGasparino) <a href="https://twitter.com/CGasparino/status/1889775700002939380?ref_src=twsrc%5Etfw">February 12, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
See Also: <a href="https://www.benzinga.com/markets/equities/25/02/43681423/dutch-bros-shares-spike-25-after-hours-jim-cramer-says-his-favorite-coffee-chain-is-the-real-deal">Dutch Bros Shares Spike 25% After Hours, Jim Cramer Says His Favorite Coffee Chain Is &#8216;The Real Deal&#8217;</a>
Why It Matters: However, not all market observers share Ives&#8217; optimistic outlook. Matt Maley, Chief Strategist at Miller Tabak, expressed concerns <a href="https://www.youtube.com/watch?v=wsSgDGrv-zg">on</a> CNBC about Musk&#8217;s divided attention. &#8220;It&#8217;s a full-time job&#8230; When we start doing what he&#8217;s doing right now with DOGE, that takes an incredibly huge amount of time,&#8221; Maley said, suggesting potential challenges for Tesla shareholders in the intermediate term.
Tesla&#8217;s stock has faced pressure since President Donald Trump&#8216;s inauguration, declining 20.64% from $424.07 on Jan. 21. Maley pointed to delays in key initiatives like the Robotaxi program and questions about the timeline for lower-priced vehicles, suggesting that Musk&#8217;s reduced focus on Tesla could impact product development.
Price Action: Tesla&#8217;s stock has shown resilience over the past year, gaining 78.87%. The stock closed at $336.51 on Wednesday, up 2.44% for the day, with after-hours trading showing additional gains of 1.26%, according to <a href="https://www.benzinga.com/pro/" target="_blank" rel="noreferrer noopener">data from Benzinga Pro</a>.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/economics/macro-economic-events/25/02/43674775/trump-putin-highly-productive-call-sparks-oil-sell-off-as-investors-eye-geopolitical-de-escalation" target="_blank" rel="noreferrer noopener">Trump-Putin ‘Highly Productive' Call Sparks Oil Sell-Off As Investors Eye Geopolitical De-Escalation</a></li>
</ul>
Image Via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Elon Musk's DOGE Dedication Sparks Tesla 'Brand Deterioration' As EV Maker Drops 20% After Trump Inauguration — Dan Ives Says 'Bark Way Worse Than The Bite'

A viral AI-generated video featuring Scarlett Johansson and other Jewish celebrities has reignited concerns over deepfake misuse, prompting the actress to call on lawmakers for <a href="https://www.benzinga.com/news/24/08/40092765/new-eu-ai-act-takes-effect-heres-how-apple-meta-google-and-other-us-tech-titans-will-be-impacted">urgent AI regulations</a>.&nbsp;&nbsp;
What Happened: The fabricated video circulating on social media shows an AI version of Johansson wearing a T-shirt with a Star of David and the word &#8220;Kanye,&#8221; referring to rapper Kanye West, written underneath, <a href="https://people.com/scarlett-johansson-artificial-intelligence-limited-ai-video-goes-viral-11305926">reported</a> People.
It also features AI-generated versions of other Jewish celebrities, including Drake, Steven Spielberg, and Mark Zuckerberg, all appearing to oppose West. The video ends with an AI-generated Adam Sandler flipping off the camera while "Hava Nagila" plays.
See Also:&nbsp;<a href="https://www.benzinga.com/markets/equities/25/02/43591228/sam-altmans-openai-set-to-finalize-in-house-ai-chip-reducing-dependence-on-nvidia-report" target="_blank" rel="noreferrer noopener">Sam Altman's OpenAI Set To Finalize In-House AI Chip, Reducing Dependence On Nvidia: Report</a>
In a statement to the People, Johansson condemned the misuse of AI, regardless of its intent. She criticized U.S. lawmakers for failing to act, warning, "There is a 1,000-foot wave coming regarding AI… It is terrifying that the U.S. government is paralyzed when it comes to passing legislation."
Why It Matters: Johansson has been a repeated victim of AI misuse, previously threatening <a href="https://www.benzinga.com/startups/23/11/35808102/scarlett-johansson-sues-ai-generator-over-deep-fake-images">legal action over</a> an unauthorized AI-generated ad in 2023. She also criticized OpenAI in 2024 for using a <a href="https://www.benzinga.com/news/24/06/39493705/openai-postpones-launch-of-voice-assistant-a-month-after-scarlet-johansson-blasted-the-chatgpt-paren">voice "eerily similar"</a> to hers in ChatGPT's Sky assistant.
Subscribe to the&nbsp;<a href="https://bztechtrends.beehiiv.com/subscribe" target="_blank" rel="noreferrer noopener">Benzinga Tech Trends newsletter</a>&nbsp;to get all the latest tech developments delivered to your inbox.
Last year, <a href="https://www.benzinga.com/news/24/01/36813251/taylor-swift-joe-biden-and-more-embroiled-in-deepfake-attacks-threatening-us-election-integrity-we-a">fabricated images</a> and voice alterations of public figures like Taylor Swift and former President Joe Biden were also widely shared.
On Tuesday, the U.S. and U.K. chose <a href="https://in.benzinga.com/25/02/43646841/us-and-uk-did-not-sign-ai-safety-pact-at-paris-summitvice-president-jd-vance-says-excessive-regulation-could-kill-the-industry">not to sign a global AI safety</a> declaration at the AI Action Summit in Paris. About 60 nations, including China, India, and Germany, signed the non-binding pledge for AI to be "safe, secure, and trustworthy."
U.S. Vice President JD Vance, speaking at the summit, criticized &#8220;overly precautionary&#8221; AI rules, arguing they could hinder innovation.
Photo courtesy: Shutterstock
Check out more of Benzinga&#8217;s Consumer Tech coverage by&nbsp;<a href="https://www.benzinga.com/topic/consumer-tech" target="_blank" rel="noreferrer noopener">following this link</a>.
Read Next:
<ul>
<li><a href="https://in.benzinga.com/25/02/43646615/top-analyst-says-metas-ai-push-could-add-100-per-share-while-tesla-faces-ev-headwindswhy-hes-still-bullish-on-musks-robotics-vision" target="_blank" rel="noreferrer noopener">Meta's AI Push Could Add $100 Per Share While Tesla Faces EV Headwinds: Top Analyst</a></li>
</ul>
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.

Entertainment

Scarlett Johansson Calls For Urgent AI Regulation After Fake Kanye West Video Spreads: 'Government Paralyzed'

The rise of China's DeepSeek and <a href="https://www.benzinga.com/news/25/01/43354099/openai-alleges-deepseek-used-proprietary-models-without-permission-as-microsoft-investigates-ai-secu">its alleged use</a> of OpenAI's models have created ripples, but economist Nouriel Roubini warns that inflationary risks and economic volatility could overshadow its impact.&nbsp;&nbsp;
What Happened: Speaking with Yahoo Finance on Wednesday, Roubini—nicknamed &#8220;Dr. Doom&#8221; for accurately forecasting <a href="https://in.benzinga.com/personal-finance/25/02/43579766/i-need-30-billion-by-tonight-jamie-dimon-recalls-the-breathless-moment-he-pulled-off-6-months-of-work-in-2-days-during-2008-crisis">the 2008 financial crisis</a>—said DeepSeek&#8217;s emergence is an &#8220;evolution, not a revolution.&#8221;
Roubini&nbsp;does not believe DeepSeek fundamentally disrupts the AI landscape. He argues that AI companies are&nbsp;still dependent on foundational models developed by OpenAI and Nvidia Corporation.
"Without OpenAI, DeepSeek could not even exist," Roubini said.
See Also:&nbsp;<a href="https://www.benzinga.com/tech/25/02/43582884/elon-musks-spacex-and-t-mobile-go-live-with-starlink-powered-satellite-to-cell-service-heres-how-much-it-will-cost" target="_blank" rel="noreferrer noopener">Elon Musk's SpaceX And T-Mobile Go Live With Starlink-Powered Satellite-To-Cell Service: Here's How Much It Will Cost</a>
Before Trump's victory, Roubini saw the economy heading toward a no-landing scenario, not the expected soft landing. He noted that some Donald Trump policies—like deregulation, tax cuts, and increased fossil fuel production—could boost growth and lower inflation. However, others might have the opposite effect.
He highlighted immigration, trade, and tariffs as policies with immediate economic impact, while growth-friendly measures could take a year to show results.
Roubini&#8217;s statement came after inflation data came in on Wednesday. The <a href="https://in.benzinga.com/news/25/02/43667632/inflation-rises-in-january-housing-costs-up-adding-to-consumers-2025-concerns">Consumer Price Index</a> rose 3% year-over-year in January, above the 2.9% forecast. Month-over-month, CPI increased 0.5% from December to January, up from 0.4% in the last report.
The current economic landscape is still vulnerable to higher inflation and rising bond yields, which could lead to a stock market correction before AI-driven growth materializes, said Roubini.
<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">&quot;DeepSeek, in my view, is an evolution,&quot; <a href="https://twitter.com/Nouriel?ref_src=twsrc%5Etfw">@Nouriel</a> says. &quot;It&#39;s not a revolution. It&#39;s not as if the business model of OpenAI is broken. Actually, without OpenAI, DeepSeek could not even exist.&quot; <a href="https://t.co/J7cm9C9Rse">pic.twitter.com/J7cm9C9Rse</a>
&mdash; Yahoo Finance (@YahooFinance) <a href="https://twitter.com/YahooFinance/status/1889697171236065361?ref_src=twsrc%5Etfw">February 12, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
Subscribe to the&nbsp;<a href="https://bztechtrends.beehiiv.com/subscribe" target="_blank" rel="noreferrer noopener">Benzinga Tech Trends newsletter</a>&nbsp;to get all the latest tech developments delivered to your inbox.
Why It Matters: Last month, OpenAI accused China's DeepSeek of using unauthorized training techniques, including knowledge distillation from its proprietary models.
Trump AI adviser David Sacks <a href="https://www.benzinga.com/25/01/43293506/chinas-deepseek-under-white-house-scrutiny-over-potential-national-security-risks">supported the claim</a> in an interview, saying "There's substantial evidence" DeepSeek replicated OpenAI's breakthroughs.&nbsp;&nbsp;
Tech giants like Amazon, Microsoft, Alphabet, and Meta are pouring about $320 billion into AI infrastructure this year, up <a href="https://in.benzinga.com/trading-ideas/long-ideas/25/02/43564458/big-techs-2025-ai-bill-is-320-billion-and-counting-can-investors-stomach-it">from $246 billion in 2024</a>.
However, DeepSeek's cost-efficient model has rattled Wall Street, raising fears that falling AI prices could erode Big Tech's massive investments.
Check out more of Benzinga&#8217;s Consumer Tech coverage by&nbsp;<a href="https://www.benzinga.com/topic/consumer-tech" target="_blank" rel="noreferrer noopener">following this link</a>.
Photo Courtesy: Prometheus72 on Shutterstock.com
Read Next:
<ul>
<li><a href="https://in.benzinga.com/25/02/43646615/top-analyst-says-metas-ai-push-could-add-100-per-share-while-tesla-faces-ev-headwindswhy-hes-still-bullish-on-musks-robotics-vision">Meta&#8217;s AI Push Could Add $100 Per Share While Tesla Faces EV Headwinds: Top Analyst</a></li>
</ul>
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.

Nouriel Roubini Says, 'Without OpenAI, DeepSeek Could Not Even Exist'— 'Dr. Doom'  Explains Why Inflation And AI Are On Collision Course

SpringWorks gets FDA approval for mirdametinib

SpringWorks Therapeutics (SWTX) announced that the U.S. FDA has approved Gomekli, SpringWorks' MEK inhibitor, for the treatment of adult and pediat...

SpringWorks Therapeutics confirms FDA approval of Gomekli

There's a lot to be optimistic about in the Healthcare sector as 2 analysts just weighed in on Adaptive Biotechnologies (ADPT – Research Report) an...

Analysts Offer Insights on Healthcare Companies: Adaptive Biotechnologies (ADPT) and Springworks Therapeutics (SWTX)

There's a lot to be optimistic about in the Healthcare sector as 3 analysts just weighed in on Arvinas Holding Company (ARVN – Research Report), Ar...

Analysts Are Bullish on These Healthcare Stocks: Arvinas Holding Company (ARVN), Arcus Biosciences (RCUS)

Robert Burns, an analyst from H.C. Wainwright, reiterated the Buy rating on Springworks Therapeutics (SWTX – Research Report). The associated price...

Buy Rating for Springworks Therapeutics Boosted by FDA Approval of GOMEKLI and Strong Market Potential

TD Cowen analyst Yaron Werber raised the firm's price target on SpringWorks Therapeutics (SWTX) to $66 from $63 and keeps a Buy rating on the share...

SpringWorks Therapeutics price target raised to $66 from $63 at TD Cowen

SpringWorks Therapeutics (SWTX) has announced that the U.S. Food and Drug Administration has approved GOMEKLI, a small molecule MEK inhibitor, for ...

SpringWorks Therapeutics sets wholesale acquisition cost for GOMEKLI at $206.25

Wedbush raised the firm's price target on SpringWorks Therapeutics (SWTX) to $81 from $77 and keeps an Outperform rating on the shares following th...

Wedbush ups SpringWorks target to $81, expects Merck KGaA 'official' offer soon

SpringWorks Therapeutics (SWTX) has announced that the U.S. Food and Drug Administration has approved Gomekli, a small molecule MEK inhibitor, for ...

SpringWorks sets wholesale acquisition cost for Gomekli at $206.25 per mg

In a regulatory filing, SpringWorks Therapeutics (SWTX) disclosed that its CEO Saqim Islam sold 48K shares of common stock on February 10th in a to...

SpringWorks Therapeutics CEO sells $2.56M in common stock

ADPT

ARVN

AZNCF

MKGAF

MKKGY

RCUS

Press Releases

SpringWorks Therapeutics Reports Third Quarter 2024 Financial Results and Recent Business Highlights

SpringWorks Therapeutics to Participate in the Jefferies London Healthcare Conference

Small Cap

Opinion

Biotech Companies' Q3 Updates: Promising Cancer Treatments on the Horizon

SpringWorks Therapeutics to Participate in the 7th Annual Evercore ISI HealthCONx Conference

SpringWorks Therapeutics to Present at the 43rd Annual J.P. Morgan Healthcare Conference

SpringWorks Therapeutics Reports Preliminary Fourth Quarter and Full Year 2024 Financial Results and Provides Business Updates at 43rd Annual J.P. Morgan Healthcare Conference

SpringWorks Therapeutics to Report Fourth Quarter and Full Year 2024 Financial Results on Thursday, February 20, 2025

Biotech Investing: How PRVs Can Unlock Major Opportunities

Health Care

SpringWorks Therapeutics Announces FDA Approval of GOMEKLI™ (mirdametinib) for the Treatment of Adult and Pediatric Patients with NF1-PN

UPDATE: SpringWorks Therapeutics Announces FDA Approval of GOMEKLI™ (mirdametinib) for the Treatment of Adult and Pediatric Patients with NF1-PN

DAWN

IBRX

IOVA

ONCY

PTCT

SNDX

TSX:ONC

Ascentage Pharma Group International - American Depository Shares

Ascentage Pharma Group

Arcellx

ADMA Biologics

Akero Therapeutics

Alkermes

Alvotech

Apellis Pharmaceuticals, Inc. - Common Stock

Apellis Pharmaceuticals

BridgeBio Pharma

Biohaven

Crinetics Pharmaceuticals, Inc. - Common Stock

Crinetics Pharmaceuticals

Cytokinetics, Incorporated - Common Stock

Cytokinetics

Grifols, S.A. - American Depositary Shares

Grifols

Immunovant

Ionis Pharmaceuticals, Inc. - Common Stock

Ionis Pharmaceuticals

Krystal Biotech

Legend Biotech Corporation - American Depositary Shares

Legend Biotech

Nuvalent

PTC Therapeutics

Ultragenyx Pharmaceutical Inc. - Common Stock

Ultragenyx Pharmaceutical

Avidity Biosciences

Rhythm Pharmaceuticals, Inc. - Common Stock

Rhythm Pharmaceuticals

Scholar Rock Holding Corporation - Common Stock

Scholar Rock Holding

TG Therapeutics

Telix Pharmaceuticals Limited - American Depositary Shares

Telix Pharmaceuticals

Viking Therapeutics

Wedbush

Evercore ISI Group

HC Wainwright & Co.

Guggenheim

JP Morgan

이들 11개 중형주는 지난주 최고의 성과를 거두었다. 그것들이 당신의 포트폴리오에 있나요?
1. 이나리 메디컬(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NARI#NASDAQ">NARI</a>)의 주식은 스트라이커(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SYK#NYSE">SYK</a>)이 주당 80달러 또는 약 49억 달러의 지분 가치를 제시하며 회사를 인수하기로 합의한 후 53.07% 급등했다.
2. 유니퍼스트 코퍼레이션(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNF#NYSE">UNF</a>)의 주식은 회사가 <a href="https://www.benzinga.com//node/42878530" target="_blank" rel="noreferrer noopener">1분기 실적을 발표</a>한 후 29.58% 상승했다.
3. 플러그 파워(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLUG#NASDAQ">PLUG</a>)의 주식은 미국 재무부가 45V 생산세액 공제에 대한 최종 지침을 발표하여 <a href="https://www.benzinga.com/topic/hydrogen" target="_blank" rel="noreferrer noopener">더 친환경적인 수소 미래</a>를 위한 기반을 마련한 후 23.18% 상승했다. 플러그 파워는 이로 인해 혜택을 받을 것으로 예상된다.
4. 페이코 HCM(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PYCR#NASDAQ">PYCR</a>)의 주식은 회사가 페이첵스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PAYX#NASDAQ">PAYX</a>)에 의해 약 41억 달러의 기업 가치를 지닌 현금 거래로 전액 인수될 것이라고 발표한 후 20.77% 상승했다.
5. MP 머티리얼즈(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MP#NYSE">MP</a>)의 주식은 20.50% 상승했다.
6. 스프링웍스 테라퓨틱스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SWTX#NASDAQ">SWTX</a>)의 주식은 인수 관심 소문 속에서 19.18% 상승했다.
7. 프론트라인 Plc(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FRO#NYSE">FRO</a>)의 주식은 아마도 도널드 트럼프 당선자가 바이든 대통령의 해양 시추 금지 조치를 철회하겠다고 말한 후 17.29% 상승했을 것이다.
8. 가든트 헬스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GH#NASDAQ">GH</a>)의 주식은 15.53% 상승했다. 회사는 쉴드(Shield) 다중암 검출 테스트가 <a href="https://www.benzinga.com//node/42842047" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">국립암연구소(National Cancer Institute)의 뱅가드 연구(Vanguard Study)</a>에 선정되었다고 밝혔다.
9. GDS 홀딩스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GDS#NASDAQ">GDS</a>)의 주식은 15.40% 상승했다.
10. 카프리 홀딩스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CPRI#NYSE">CPRI</a>)의 주식은 프라다가 카프리 베르사체의 잠재적 구매자가 될 수 있다는 보도가 나오는 가운데 주가는 15.04% 상승했다.
11. 이퀴녹스 골드(AMEX:<a class="ticker" href="https://www.benzinga.com/stock/EQX#AMEX">EQX</a>)의 주식은 14.88% 상승했다. 회사는 4분기에 213,960온스의 금을 생산했으며, <a href="https://www.benzinga.com//node/42888339" target="_blank" rel="noreferrer noopener">2024년에는 621,870온스를 생산</a>했다고 보고했다.
사진 제공: Plug Power
다음 읽기:
<ul>
<li><a href="https://kr.benzinga.com/news/usa/stocks/%EC%9B%94%EA%B7%B8%EB%A6%B0%EC%8A%A4-%EB%A7%88%EC%9D%B4%ED%81%AC%EB%A1%A0-%EB%8D%B8%ED%83%80-%ED%95%AD%EA%B3%B5%EC%9D%80-%EC%A7%80%EB%82%9C%EC%A3%BC-%EC%B5%9C%EA%B3%A0-%EC%84%B1%EA%B3%BC%EB%A5%BC/" target="_blank" rel="noopener">월그린스, 마이크론, 델타 항공은 지난주 최고 성과를 보여준 10개 대형주 중 일부 (1월 6일-10일)</a></li>
</ul>
<ul>
<li><a href="https://kr.benzinga.com/news/usa/stocks/%EB%AA%A8%EB%B9%8C%EC%95%84%EC%9D%B4-%ED%8C%94%EB%9E%80%ED%8B%B0%EC%96%B4-%EB%B0%8F-%EC%96%B4%ED%8E%8C-%EC%A7%80%EB%82%9C%EC%A3%BC-%EC%B5%9C%EC%95%85%EC%9D%98-%EC%84%B1%EA%B3%BC%EB%A5%BC-%EB%B3%B4/" target="_blank" rel="noopener">모빌아이, 팔란티어 및 어펌 지난주 최악의 성과를 보인 9개 대형주 중 일부 (1월 6일-10일)</a></li>
</ul>
다른 트레이더들보다 30분 일찍 독점 시장 움직임 뉴스를 받아보세요. 
Benzinga Pro의 14일 무료 체험을 통해 독점 뉴스 기사를 이용할 수 있어 수백만 명의 다른 트레이더보다 먼저 실행 가능한 거래 뉴스를 얻을 수 있습니다. <a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

Comments

SpringWorks Therapeutics

뉴스

에 대한 최신 뉴스 SpringWorks Therapeutics (NASDAQ:SWTX) 주식

일요일, 1월 12, 2025

사람들이 또한 지켜본다

뉴스

파트너 / 기고자

벤징가 글로벌