에 대한 최신 뉴스 Toast (NYSE:TOST) 주식

TOAST INC-CLASS A

Toast

Toast is a US-based restaurant technology company that provides point-of-sale, payment processing, and various software services to 134,000 restaurant locations across the United States as of December 2024. The firm generates sales from software subscription fees, as a percentage take rate from each financial transaction it processes, from loan origination and servicing fees from its Toast Capital arm, and from hardware installation and professional services. Unlike competitors, Toast intermediates every payment transaction on its platform; it processed some $159 billion in gross platform volume in 2024. The firm's product offerings span point-of-sale systems, inventory and payroll management, delivery integration, e-commerce ordering, reservation management, and loyalty programs.

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지난주 가장 좋은 성과를 보인 대형주는 다음과 같다. 더트레이드데스크, 디즈니, 힘스앤허스, 인슐렛, 유비쿼티, FTAI 에비에이션, UL 솔루션스, 록웰, 마이크로칩, 아라마크, 토스트

더트레이드데스크·디즈니·힘스앤허스 등 지난주 급등한 대형주 11종목 (5월 5일~9일)

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타이거 글로벌 매니지먼트(Tiger Global Management LLC)는 대담한 위험을 감수하고 있다. 체이스 콜먼(Chase Coleman)의 헤지펀드는 고성장 주식에 대한 공격적인 2024년 4분기 베팅을 하면서 일부 저조한 성과를 보인 주식을 매각하여 기술 및 디지털 우위를 선호하는 명확한 신호를 보냈다.

메타는 타이거 글로벌의 최고 보유 자산으로 이 펀드의 공격적인 기술 투자를 시사

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이들 11개 대형주들은 지난주 최악의 성과를 거두었다. 그것들이 당신의 포트폴리오에 있나요? 1. 텍사스 퍼시픽 랜드 코퍼레이션(NYSE:TPL) 주식은 OPEC의 공급 결정으로 인해 16.35% 급락했다.

인텔, 유나이티드헬스 및 로켓랩 지난주 최악의 성과를 보인 11개 대형주 중 일부 (12월 2일-6일)

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U.S. Health Secretary Robert Kennedy Jr. praised the Food and Drug Administration&#8217;s decision to begin removing fluoride supplements for children from the market, calling the move &#8220;long overdue.&#8221;
What Happened: The FDA announced on Tuesday that it&#8217;s initiating a process to eliminate these supplements, primarily given to children at high risk of dental cavities. The agency stated these products lack FDA approval and have been shown to alter the gut microbiome.
&#8220;Ending the use of ingestible fluoride is long overdue,&#8221; Kennedy said. Since taking office, Kennedy <a href="https://www.benzinga.com/news/24/11/41704387/robert-kennedy-jr-says-he-will-advise-all-us-water-systems-to-remove-fluoride-on-day-1-of-trump-admi">has opposed adding fluoride to tap water</a>, claiming, without conclusive scientific consensus, that U.S. fluoridation levels are linked to various health issues, including cancer.
The FDA has set October 31 as its target date for completing safety reviews and taking appropriate action following a public comment period.
See Also:<a href="https://www.benzinga.com/markets/equities/25/05/45397896/roger-federer-backed-on-holding-jumps-12-as-dtc-sales-soar-sneaker-price-hikes-coming-to-offset-tariffs-and-fuel-premium-growth"> Roger Federer-Backed On Holding Jumps 12% As DTC Sales Soar —Sneaker Price Hikes Coming To Offset Tariffs And Fuel Premium Growth</a>
Why It Matters: Dental health organizations promptly contested the move. American Dental Hygienists&#8216; Association President Erin Haley-Hitz said, according to Reuters, &#8220;There is no scientific evidence that fluoride at the recommended low levels affects gut microbiota.&#8221; She warned that removing fluoride resources could worsen oral health disparities in underserved communities.
The American Dental Association reaffirmed its support for community water fluoridation, citing studies showing it reduces tooth decay by over 25% in both children and adults, even with fluoride available from other sources like toothpaste.
This federal action follows Utah&#8217;s landmark decision in May to become the first U.S. state to ban fluoride in public water systems. Kennedy previously stated plans to direct the Centers for Disease Control and Prevention to stop recommending community fluoridation nationwide.
President Donald Trump, who appointed Kennedy as Health Secretary after winning the 2024 election, had earlier expressed support for Kennedy&#8217;s fluoride removal initiatives, stating last year, &#8220;<a href="https://www.benzinga.com/news/24/11/41704387/robert-kennedy-jr-says-he-will-advise-all-us-water-systems-to-remove-fluoride-on-day-1-of-trump-admi?utm_source=chatgpt.com">it sounds OK to me.</a>&#8220;
Image Via Shutterstock
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Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

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Robert Kennedy Jr. Cheers FDA Plan To Ban Fluoride Supplements For Children, Calls Move 'Long Overdue'

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Clarivate Announced The Incorporation Of Pathway Maps In OFF-X, A Cutting-edge Translational Safety Intelligence Solution

Prominent financial analyst Gordon Johnson has ignited discussion on social media, suggesting that a potential &#8220;Liberation Day 2.0&#8221; – an event triggering a significant equity market downturn – could be imminent.
What Happened: The CEO and Founder at GLJ Research, LLC, Johnson&#8217;s comments come as the yield on the 30-year U.S. Treasury note edges closer to the critical 5% mark, coinciding with a weakening U.S. dollar.
In a series of posts on X, Johnson engaged with another financial commentator, Capital Flows, regarding the interpretation of rising interest rates. While acknowledging the argument that higher 30-year yields could signal increased U.S. growth and inflation, Johnson questioned the concurrent decline of the Dollar Index.
&#8220;If rates are rising, while the DXY is falling, is that not indicative of stagflation, and money leaving the US?&#8221; Johnson queried. He also challenged the comparison of rising German 30-year yields, attributing it to a &#8220;repricing of risk&#8221; following the new government, given Germany&#8217;s relatively low debt-to-GDP ratio.
Johnson then drew parallels to a past market event. He pointed to the confluence of factors, including the previous administration&#8217;s trade policies with China and the current Republican party&#8217;s proposed budget, which he says would lead to a &#8220;$4tn increase in deficit.&#8221;
According to Johnson, these factors have contributed to the surge in yields to levels that previously prompted former Treasury official Scott Bessent to implement &#8220;Liberation Day 1.0,&#8221; an action that significantly spooked the stock market.
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">4/5&#8230; do you not think Liberation Day 2.0 is coming&#8230; &amp; soon (i.e., an event that will crash equities)? That is, the bond mkt has shown it can break the Trump admin. at around a 5% yield on the 30yr; and guess what&#8230; we&#39;re nearly there. So, you think, with &gt;$8tn in&#8230; <a href="https://t.co/aVabn0ScoG">pic.twitter.com/aVabn0ScoG</a>
&mdash; Gordon Johnson (@GordonJohnson19) <a href="https://twitter.com/GordonJohnson19/status/1922454433884979701?ref_src=twsrc%5Etfw">May 14, 2025</a></blockquote>
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His concern centers on the idea that the bond market previously demonstrated its power to pressure the prior administration when 30-year yields approached 5%. And that is when the Donald Trump-led administration announced a 90-day pause in reciprocal tariffs.
With yields nearing that threshold again, Johnson questioned whether current Treasury officials can allow equity markets to continue their upward trajectory, pushing Treasury yields higher and potentially jeopardizing the refinancing of the over $8 trillion in US debt due in 2025.
See Also: <a href="https://www.benzinga.com/general/market-summary/25/05/45399288/kevin-oleary-lauds-robinhoods-acquisition-of-wonderfi-will-transform-cross-border-trading-no-more-outrageous-bank-fees">Kevin O&#8217;Leary Lauds Robinhood&#8217;s Acquisition Of WonderFi Will &#8216;Transform Cross-Border Trading:&#8217; &#8216;No More Outrageous Bank Fees&#8217;</a>
Why It Matters: As of the publication of this piece, the 30-year Treasury yielded 4.91%, while the 10-year yields were at 4.46% and the 2-year Treasuries yielded 3.99%.
After Tuesday, the S&amp;P 500 index turned positive for the year, up 0.31% year-to-date. Meanwhile, Dow Jones was still down -0.59% YTD, and Nasdaq 100 was up 1.06%.
The Dollar Index spot was 0.07% lower at the 100.9300 level. Whereas, the SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) and Invesco QQQ Trust ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>), which track the S&amp;P 500 index and Nasdaq 100 index, respectively, ended on a positive note on Tuesday. The SPY was up 0.66% to $586.84, while the QQQ advanced 1.52% to $515.59, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a> data.
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Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo: Bob Korn via Shutterstock

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Gordon Johnson Warns Of Potential 'Liberation Day 2.0' As 30-Year Treasury Yields Approach 5% Amid Dollar Weakness

Institutional digital asset prime broker FalconX has formed a strategic partnership with Standard Chartered (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SCBFF#OTC">SCBFF</a>), strengthening connections between traditional banking and the rapidly expanding cryptocurrency market as Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) trades near record highs.
What Happened: The collaboration, announced Wednesday, initially provides FalconX with access to Standard Chartered&#8217;s comprehensive banking services and extensive currency pairs, enhancing cross-border settlement capabilities for institutional clients.
&#8220;We are pleased to partner with Standard Chartered, one of the most forward-thinking global banks in digital asset adoption,&#8221; said Matt Long, General Manager for APAC &amp; Middle East at FalconX. &#8220;This relationship strengthens our ability to deliver robust banking and FX solutions to clients who rely on us to operate in crypto markets.&#8221;
See Also: <a href="https://www.benzinga.com/markets/bonds/25/05/45396490/peter-schiff-says-trade-truce-aside-the-world-is-losing-confidence-in-dollar-and-in-us-ability-to-put-fiscal-house-in-order">Peter Schiff Says Trade Truce Aside, The World Is &#8216;Losing Confidence&#8217; In Dollar And In US Ability To Put &#8216;Fiscal House In Order&#8217;</a>
Why It Matters: The partnership comes as Bitcoin continues its upward trajectory, trading above $103,000 after reaching <a href="https://www.benzinga.com/25/05/45396450/bitcoin-ethereum-dogecoin-pop-on-softer-inflation-analyst-says-cocktail-for-bitcoins-ballistic-rise-was-in-the-works">new all-time highs in recent weeks</a>. 
Standard Chartered&#8217;s Head of Digital Assets Research, Geoffrey Kendrick, recently revised his Bitcoin price forecast, suggesting his earlier $120,000 <a href="https://www.benzinga.com/markets/cryptocurrency/25/05/45281333/bitcoin-120000-price-target-may-be-too-low-says-standard-chartered-i-apologize">second quarter target may prove too conservative</a>.
&#8220;The dominant story for Bitcoin has changed again,&#8221; Kendrick noted in a client note earlier this month. &#8220;It is now all about flows.&#8221;
Luke Boland, Head of Fintech for ASEAN, South Asia &amp; GCNA at Standard Chartered, emphasized the bank&#8217;s commitment to the digital asset space: &#8220;As institutional demand for digital assets continues to grow, we&#8217;re proud to provide the banking infrastructure that enables firms like FalconX to deliver world-class trading and financing solutions.&#8221;
Price Action: Bitcoin is trading at $103,652. The cryptocurrency has gained 0.94% in the past 24 hours and is up 11.13%, year to date.
Photo Courtesy: MOZCO Mateusz Szymanski On Shutterstock.com
Read Next: 
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<li><a href="https://www.benzinga.com/25/05/45396450/bitcoin-ethereum-dogecoin-pop-on-softer-inflation-analyst-says-cocktail-for-bitcoins-ballistic-rise-was-in-the-works">Bitcoin, Ethereum, Dogecoin Pop As Inflation Numbers Softer Despite Trump Tariffs: Analyst Says Cocktail For BTC&#8217;s &#8216;Ballistic&#8217; Rise In The Works</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.

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Standard Chartered Partners With FalconX To Fuel Institutional Crypto Access As Bitcoin Soars Past $103K

French authorities are on the hunt for armed men who attempted to kidnap a woman, believed to be the daughter of a cryptocurrency&nbsp;tycoon, on Tuesday.
What Happened: Three men in a van&nbsp;arrived in a busy street in Central Paris with the intent to kidnap the woman, <a href="https://www.leparisien.fr/faits-divers/tentative-denlevement-en-plein-paris-jai-vu-des-hommes-encagoules-et-armes-senfuir-13-05-2025-DM4IRACBTVCOPBAX7OUWAHVT7E.php">reported </a>Le Parisien, a French daily newspaper. 
The&nbsp;woman, who is the daughter&nbsp;of a cryptocurrency company&#8217;s CEO, was saved by her partner, who intervened and was subsequently assaulted by the kidnappers. The shocking incident was caught on camera
See Also:&nbsp;<a href="https://benzinga.com/markets/cryptocurrency/25/05/45335756/cathie-wood-stands-firm-on-bold-700000-bitcoin-prediction-for-investors-says-bull-case-in-the-1-5-million-range" target="_blank" rel="noreferrer noopener">Cathie Wood Stands Firm on Bold $700,000 Bitcoin Prediction for Investors, Says ‘Bull Case in the $1.5 Million Range&#8217;</a>
The kidnappers, clad in black and wearing balaclavas, escaped the scene in their vehicle, leaving behind a fake handgun. The vehicle was later found abandoned a few streets away. The couple&#8217;s two-year-old child, who was present during the incident, was also affected by the tear gas used by the kidnappers, according to the report.
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Le Parisien is reporting that the relatives of a &quot;cryptocurrency tycoon&quot; escaped a terrifying kidnapping attempt in Paris today. The incident was captured on camera; you can see one attacker dropping a handgun as a man fights him. <a href="https://t.co/mPql1gdyMU">pic.twitter.com/mPql1gdyMU</a>
&mdash; Jameson Lopp (@lopp) <a href="https://twitter.com/lopp/status/1922274586558644471?ref_src=twsrc%5Etfw">May 13, 2025</a></blockquote>
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The Paris prosecutor&#8217;s office has handed over the investigation to the Brigade de Répression du Banditisme (Brigade for the Suppression of Banditry), a special police unit within the French Ministry of the Interior. The unit had recently investigated another kidnapping involving the father of a young online poker player and cryptocurrency entrepreneur.
France 24 <a href="https://www.france24.com/en/france/20250513-armed-gang-tries-to-kidnap-crypto-ceo-s-daughter-grandson-in-central-paris">reported </a>that woman is the daughter of the CEO and co-founder of Paymium, a French cryptocurrency exchange allowing users to trade Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>), Ethereum (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/eth/usd">ETH</a>), among other popular tokens.
This failed kidnapping incident comes days after French police rescued a man kidnapped in an attempt to force his cryptocurrency millionaire son to pay a ransom, <a href="https://www.france24.com/en/live-news/20250504-kidnapped-dad-of-crypto-firm-boss-released-in-french-police-raid">according </a>to France 24.
Earlier in January, David Balland, co-founder of the leading French cryptocurrency company Ledger, and his partner were kidnapped and held to ransom, <a href="https://www.reuters.com/world/co-founder-french-crypto-firm-freed-after-kidnapping-2025-01-23/">reported </a>Reuters. The two were eventually set free.
Photo Courtesy: BigNazik on Shutterstock.com
Read Next:&nbsp;<a href="https://benzinga.com/markets/cryptocurrency/25/05/45356571/shiba-inu-jumps-27-in-7-days-what-is-going-on" target="_blank" rel="noreferrer noopener">Shiba Inu Jumps 27% In 7 Days: What Is Going On?</a>
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>

$ETH

Cryptocurrency Tycoon's Daughter Escapes Kidnapping Attempt: Viral Video Captures Terrifying Ordeal

Senior Democratic lawmaker Sen.&nbsp;Elizabeth Warren&nbsp;(D-Mass.) called President Donald Trump-backed stablecoin a potential threat to national security and a conduit for corruption on Tuesday.
What Happened: Warren, a known cryptocurrency critic, took to X to express her concerns about the dollar-pegged cryptocurrency USD1, currently available on Ethereum (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/eth/usd">ETH</a>) and BNB Chain (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/bnb/usd">BNB</a>). 
&#8220;Trump's stablecoin is shady and a national security risk,&#8221; she said. &#8220;He's cashing in on foreign crypto deals—and weakening guardrails that protect our advanced technology.&#8221;
Warren urged the Senate not to enable this &#8220;corruption&#8221; by passing the GENIUS Act, popularly known as the stablecoin bill, without necessary amendments.
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Trump's stablecoin is shady and a national security risk. He's cashing in on foreign crypto deals—and weakening guardrails that protect our advanced technology. The Senate shouldn't greenlight this corruption by passing the GENIUS Act without fixes.<a href="https://t.co/BcPSZ0vjfB">https://t.co/BcPSZ0vjfB</a>
&mdash; Elizabeth Warren (@SenWarren) <a href="https://twitter.com/SenWarren/status/1922378683584512437?ref_src=twsrc%5Etfw">May 13, 2025</a></blockquote>
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See Also:<a href="https://www.benzinga.com/25/04/44621245/gold-backed-cryptos-match-yellow-metals-highs-following-trumps-liberation-day-shock"> </a><a href="https://www.benzinga.com/25/05/45339966/bitcoin-creator-satoshi-nakamotos-estimated-wealth-crosses-bill-gates-amid-apex-cryptos-sharp-rebound">Bill Gates Left Behind By Satoshi Nakamoto: Bitcoin Creator&#8217;s Wealth Now Eclipses That Of Microsoft Co-Founder Amid Crypto&#8217;s Sharp Rebound</a> 
Interestingly, Warren&#8217;s post included a <a href="https://www.axios.com/2025/05/13/trump-stablecoin-crypto-divest-corruption-dems">link </a>to an Axios report revealing that Senate Democrats, including herself, had asked Trump to divest from the stablecoin before his Middle East trip.
The White House didn&#8217;t immediately return <a href="http://pro.benzinga.com">Benzinga&#8217;s</a> request for comment.
Why It Matters: Warren&#8217;s criticism aligns with the stance of a group of Senate Democrats who recently <a href="https://www.benzinga.com/markets/cryptocurrency/25/05/45187736/elizabeth-warren-slams-shady-deal-involving-trump-family-backed-usd1-as-democrats-withdraw-support-for-senarte-crypto-bill">withdrew their support for a Republican-led stablecoin legislation</a>, citing concerns about a foreign deal involving the Trump family-backed USD1.
USD1, which has risen to become the fifth-largest stablecoin by capitalization, has been chosen <a href="https://www.benzinga.com/markets/cryptocurrency/25/05/45160707/eric-trump-says-world-libertys-stablecoin-will-be-used-to-close-a-2-billion-deal-dollar-token-to-also-get-integrated-with-justin-suns-tron-blockchain">to close a $2 billion deal </a>between Abu Dhabi investment firm&nbsp;MGX&nbsp;and cryptocurrency exchange&nbsp;Binance, as announced by&nbsp;Eric Trump&nbsp;at a recent cryptocurrency conference.
A Trump-affiliated organization holds a 60% share in the parent company of the firm behind the stablecoin, World Liberty Financial, while his son Eric Trump sits on the board.
Read Next:&nbsp;
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<li><a href="https://benzinga.com/markets/cryptocurrency/25/01/42919731/bitcoin-to-bounce-back-in-q1-but-beware-20-corrections-analysts-warn" target="_blank" rel="noreferrer noopener">Bitcoin To Bounce Back In Q1 But Beware 20% Corrections, Analysts Warn</a></li>
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Photo Courtesy: Kirill Aleksandrovich On Shutterstock

$BNB

Elizabeth Warren Calls Out Trump-Linked Stablecoin As A National Security Risk: 'He's Cashing In On Foreign Crypto Deals'

Raymond James has initiated coverage on Super Micro Computer (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) with an Outperform rating. This move comes in light of Supermicro&#8217;s strong standing in the AI-optimized infrastructure sector and its swift revenue growth.
What Happened: AI platforms constitute approximately 70% of Supermicro&#8217;s revenue, positioning it as a dominant player among branded server vendors. Raymond James has set a $41 price target for the company, projecting Supermicro&#8217;s FY26 revenue at $29.8 billion with an EPS of $3.03, indicating a compound annual growth rate (CAGR) of over 25%, <a href="https://in.investing.com/news/stock-market-news/raymond-james-initiates-smci-coverage-with-outperform-rating-on-ai-tailwinds-4826948">reported</a> Investing.com.
Raymond James highlighted that Supermicro has effectively carved out a niche for itself and &#8220;positioned itself in a sweet spot&#8221; between traditional branded IT vendors such as Dell (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>), Hewlett-Packard Enterprise (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HPE#NYSE">HPE</a>) and contract manufacturers like Quanta.
The firm noted that while Supermicro has shown impressive growth, its valuation was impacted by past performance inconsistencies and internal control issues, which caused delayed SEC filings and auditor changes. These problems have since been resolved with no misconduct found.
SEE ALSO:&nbsp;<a href="https://benzinga.com/news/25/05/45378544/trump-administration-funneling-money-to-private-prison-companies-aoc-says-calling-out-profits-from-ice-deten" target="_blank" rel="noreferrer noopener">&#8216;Trump Administration Funneling Money To Private Prison Companies&#8217; AOC Says, Calling Out Profits From ICE Detentions After Campaign Kickbacks</a>
Why It Matters:&nbsp;Supermicro&#8217;s financial performance has been<a href="https://www.benzinga.com/news/earnings/25/05/45236823/super-micro-computer-stock-slips-after-q3-results-uncertainty-and-tariffs-may-have-a-short-term-impact-ceo-says"> under scrutiny</a>, especially following its Q3 results in 2025. The company reported quarterly earnings of 31 cents per share, missing the analyst consensus estimate of 50 cents by 38%. Its quarterly revenue of $4.6 billion also fell short of the analyst consensus estimate of $5.42 billion by 15.1%.
CEO Charles Liang said the company isn&#8217;t providing fiscal 2026 guidance due to tariff-related uncertainty, noting that "economic uncertainty and tariff impacts may have a short-term impact,&#8221; reported CNBC.
Despite these financial setbacks, Raymond James remains optimistic about Supermicro&#8217;s future, particularly due to its robust position in the AI-optimized infrastructure sector. The firm&#8217;s bullish stance is further supported by Supermicro&#8217;s plans to expand&nbsp;its U.S. manufacturing to produce&nbsp;1,500 liquid-cooled AI racks per&nbsp;month.
SMCI stock surged 16.02% to close at $38.89 on Tuesday. On a year-to-date basis, it soared over 29%.
SMCI holds a momentum rating of 40.25% and a growth rating of 93.38%, according to&nbsp;<a href="https://www.benzinga.com/quote/SMCI" target="_blank" rel="noreferrer noopener">Benzinga&#8217;s Proprietary Edge Rankings</a>. The Benzinga Growth metric evaluates a stock's historical earnings and revenue expansion across multiple timeframes, prioritizing both long-term trends and recent performance.
<ul class="wp-block-list">
<li>READ MORE:&nbsp;<a href="https://benzinga.com/news/25/05/45314762/charlie-munger-was-once-asked-why-warren-buffett-was-so-much-richer-and-replied-he-got-an-earlier-start-before-adding-why-was-albert-einstein-poorer-than-i-was" target="_blank" rel="noreferrer noopener">Charlie Munger Was Once Asked Why Warren Buffett Was So Much Richer — He Replied, &#8216;He Got An Earlier Start,&#8217; Then Added, &#8216;Why Was Albert Einstein Poorer Than I Was?&#8217; &#8211; Benzinga</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.

DELL

SMCI

SMCI Stock In 'Sweet Spot,' Says Raymond James — Sets $41 Price Target As AI Revenue Hits 70%

Munchener (OTC:<a class="ticker" href="https://www.benzinga.com/stock/MURGY#OTC">MURGY</a>) reported quarterly earnings of $0.88 per share. This is a 151.43 percent increase over earnings of $0.35 per share from the same period last year. The company reported $16.63 billion in sales this quarter. This is a 1.65 percent increase over sales of $16.36 billion the same period last year.

MURGY

Munchener Q1 EPS $0.88 Up From $0.35 YoY, Sales $16.63B Up From $16.36B YoY

Google Cloud helps streamline marketing processes, enhancing brand consistency and reducing operational costs

Google Cloud And Philips Partner To Transform Global Marketing With AI-Powered Digital Asset Management

Healthier Choices Mgmt (OTC:<a class="ticker" href="https://www.benzinga.com/stock/HCMC#OTC">HCMC</a>) reported $1.78 thousand in sales this quarter. This is a 1.40K percent increase over sales of $119.00 the same period last year.

HCMC

Healthier Choices Mgmt Q1 Sales $1.78K Up From $119.00 YoY

Once fully implemented, the company expects that more than 2,400 Hubexo employees across 25 countries in Europe, North America, and Asia Pacific will be live on the Dayforce platform.
"Global organisations face unique challenges, from managing a disparate workforce to remaining compliant across multiple jurisdictions. That's why companies like Hubexo choose Dayforce to deliver operational resiliency and simplicity at scale," said Nicole Bello, Group Vice President, EMEA, Dayforce, Inc. "By fully harnessing our AI-powered people platform, Hubexo is elevating their people processes to make work life better - and we're proud to partner with them on this transformational journey."

Dayforce Chosen By Hubexo To Standardize HR Operations And Power Workforce Across Europe, North America, And Asia Pacific

After Robinhood Markets Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HOOD#NASDAQ">HOOD</a>) announced the acquisition of a Canadian cryptocurrency platform, WonderFi Technologies Inc. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/WONDF#OTC">WONDF</a>), renowned entrepreneur and investor Kevin O&#8217;Leary expressed his excitement over the deal.
What Happened: O&#8217;Leary, who was one of the founding shareholders of WonderFi, said in an X post that he &#8220;couldn't be more excited&#8221; by this announcement.
According to the company statement, the <a href="https://www.benzinga.com/markets/cryptocurrency/25/05/45372870/robinhood-to-acquire-canadas-wonderfi-for-178m-all-cash-deal">purchase price</a> of $0.26 per share represents a 41% premium over WonderFi&#8217;s closing price on May 12 and a 71% premium over its 30-day volume-weighted average price.
O&#8217;Leary stated that this deal is going to transform cross-border trading. &#8220;We're finally connecting crypto between Canada and the U.S. right before stablecoin regulations hit. FX trading is about to get a major upgrade,&#8221; he said.
He also added that the deal will lead to &#8220;No more outrageous bank fees. You'll be able to move money between your Canadian and U.S. accounts instantly and at a fraction of the cost.&#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">Exciting News! <a href="https://twitter.com/RobinhoodApp?ref_src=twsrc%5Etfw">@RobinhoodApp</a> is acquiring <a href="https://twitter.com/WonderFi?ref_src=twsrc%5Etfw">@WonderFi</a> and I couldn't be more excited. Why? This deal is going to transform cross-border trading. We're finally connecting crypto between Canada and the U.S. right before stablecoin regulations hit. FX trading is about to get a major… <a href="https://t.co/KHA4q7xWxn">pic.twitter.com/KHA4q7xWxn</a>
&mdash; Kevin O&#39;Leary aka Mr. Wonderful (@kevinolearytv) <a href="https://twitter.com/kevinolearytv/status/1922444818329796767?ref_src=twsrc%5Etfw">May 14, 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/25/05/45367861/ed-yardeni-revises-recession-odds-to-25-after-the-rally-bumps-sp-500-year-end-target-to-6500">Ed Yardeni Slashes Recession Odds To 25% After US Stocks Rally, Lifts S&amp;P 500 Year-End Target To 6,500</a>
Why It Matters: WonderFi operates Canadian-regulated crypto exchanges Bitbuy and Coinsquare, which hold $1.49 billion in assets under custody.
The deal is anticipated to close in the latter half of 2025 pending approvals, and without any changes in its leadership team.
This acquisition will expand Robinhood&#8217;s Canadian crypto presence, adding to its existing Toronto headquarters and workforce of over 140.
The combined equity value of the transaction, on a fully diluted basis, stands at approximately $178 million. Advisors on the deal include&nbsp;J.P. Morgan Securities&nbsp;for Robinhood and&nbsp;Financial Technology Partners&nbsp;for WonderFi.
Price Action: Robinhood <a href="https://www.benzinga.com/news/global/25/05/45390595/robinhood-shares-jump-nearly-10-following-acquisition-deal-for-wonderfi-whats-going-on">shares rose</a> 8.95% on Tuesday, whereas Invesco QQQ Trust, Series 1 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>), tracking the Nasdaq 100 index, advanced 1.52% during the same session.
The stock has risen 58.65% on a year-to-date basis and 247.23% over a year. WonderFi shares, on the other hand, jumped 35.54% on Tuesday.
Benzinga Edge Stock Rankings shows that HOOD had a stronger price trend over the short, medium, and long term. Its momentum ranking was solid at 98.62th percentile, whereas its value ranking was poor at 19.71th percentile; the details of other metrics are <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">available here</a>. 
<figure class="wp-block-image size-large"><a href="https://www.benzinga.com/quote/HOOD"><img loading="lazy" decoding="async" width="1024" height="144" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/14021609/HOOD-Edge-1024x144.png" alt="" class="wp-image-914438" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/14021609/HOOD-Edge-1024x144.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/14021609/HOOD-Edge-300x42.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/14021609/HOOD-Edge-768x108.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/14021609/HOOD-Edge.png 1219w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/25/05/45371290/chamath-palihapitiya-questions-ai-funding-after-swedish-bnpl-firm-klarna-rolls-back-ai-bets-startups-could-pivot-to-simply-use-ai-for-narrow-use-cases">Chamath Palihapitiya Says Swedish Fintech Company Klarna Scaling Back AI Support Is A Red Flag For Industry: Startups Could &#8216;Pivot To Simply Use AI For Narrow Use Cases&#8217;</a></li>
</ul>
Photo Courtesy: Sergei Elagin On Shutterstock.com

HOOD

WONDF

Kevin O'Leary Lauds Robinhood's Acquisition Of WonderFi Will 'Transform Cross-Border Trading:' 'No More Outrageous Bank Fees'

Steel Partners Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPLP#NYSE">SPLP</a>) reported quarterly earnings of $1.41 per share. This is a 6 percent decrease over earnings of $1.50 per share from the same period last year. The company reported $499.22 million in sales this quarter. This is a 4.80 percent increase over sales of $476.35 million the same period last year.

SPLP

Steel Partners Holdings Q1 EPS $1.41 Down From $1.50 YoY, Sales $499.22M Up From $476.35M YoY

TLGPY

Reported Earlier, Telstra, Accenture Open First-of-Its-Kind AI Innovation Hub In Silicon Valley To Power Intelligent Systems And Agentic AI

<ul>
<li>Junichi Nakagawa and Samuel Zou appointed Sales Directors for Cboe Data Vantage in Asia Pacific</li>
<li>Hires reflect growing demand for data, analytics and related services in the region, facilitating access to U.S. and European markets</li>
<li>Expansion supports&nbsp;Cboe's ongoing global growth strategy for Data Vantage</li>
</ul>

CBOE

Reported Earlier, Cboe Strengthens Asia Pacific Presence With Key Hires Amid Surging Demand For U.S. And European Market Access

In addition, the Company has entered into a privately negotiated agreement with the holder of certain existing outstanding warrants to purchase up to 167,925 shares of common stock (the "Existing Warrants") to reduce the exercise price of such Existing Warrants from $41.20 per share to $7.45 per share.

HCWB

Reported Earlier, HCW Biologics Announces $5M Offering of 671,140 Units At $7.45 Per Unit Under Nasdaq Rules

The Rights Agreement is intended to reduce the likelihood that any entity, person or group is able to gain control of TrueBlue through open market accumulation without paying all shareholders an appropriate control premium or providing the Board with sufficient opportunity to make informed judgments and take actions in the best interests of all shareholders.

Reported Earlier, TrueBlue Adopts Limited Duration Shareholder Rights Plan Following Unsolicited $7.50 Per Share Offer From HireQuest

DA Davidson analyst&nbsp;Gil Luria&nbsp;has proposed that&nbsp;Alphabet Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) should contemplate splitting up Google&#8217;s various businesses to enhance its overall value. This recommendation comes amid Google&#8217;s struggle to retain its supremacy in the search engine market due to the rise of AI chatbots.
What Happened: Luria, in an <a href="https://finance.yahoo.com/news/google-needs-big-bang-breakup-that-would-value-its-businesses-at-37-trillion-as-ai-threatens-search-analyst-171143842.html">interview</a> with Yahoo Finance, has expressed that Google&#8217;s resistance to a breakup is contributing to its unusually low earnings multiple for a growth company. The U.S. Department of Justice has previously called on Google to divest its Chrome browser and advertising network and potentially its mobile Android division as well.
Luria&#8217;s clients, a broad spectrum of institutional investors, are pushing for a &#8220;big bang breakup&#8221; rather than &#8220;isolated spinoffs&#8221;. Luria suggests that Google should divide its businesses into individually traded entities.
According to Luria&#8217;s analysis, Google&#8217;s&nbsp;individual businesses would be valued&nbsp;much higher as separate entities. While Google&#8217;s market capitalization is currently less than $2 trillion, Luria estimates that the total value of Google&#8217;s&nbsp;businesses, when valued separately, would&nbsp;be $3.7 trillion.
The analyst proposes that Google should separate&nbsp;YouTube, Search, Google Cloud, Waymo and its AI segments. He contends that Alphabet&#8217;s stock is currently trading at a historically low valuation—just 16 times its forward earnings—significantly below the overall market multiple.
Luria also stated that Google&#8217;s individual businesses would trade at levels comparable to their peers, with Waymo comparable to&nbsp;Uber&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NYSE">UBER</a>), Google Cloud to&nbsp;Snowflake&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SNOW#NYSE">SNOW</a>), YouTube to&nbsp;Netflix&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>)&nbsp;and Google's TPU business to&nbsp;Nvidia&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>).
SEE ALSO:&nbsp;<a href="https://benzinga.com/25/05/45395189/mark-cuban-takes-a-jab-at-howard-lutnick-in-which-time-share-company-is-he-going-to-get-a-job-in-sales-at" target="_blank" rel="noreferrer noopener">Mark Cuban Takes A Jab At Howard Lutnick, &#8216;In Which Time Share Company Is He Going To Get A Job In Sales At&#8217;</a>
Why It Matters: Google&#8217;s current predicament can be traced back to May 8, when it <a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/05/45288753/google-at-staggering-42-discount-to-sp-500-after-150-billion-value-dive">experienced </a>one of its worst trading days since 2023, losing over 7% and nearly $150 billion in market cap. This massive loss was triggered by a statement from Apple Inc.&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) Eddy Cue, who revealed a decline in search volume on iPhones, an event that hadn&#8217;t occurred in 20 years.
This revelation sparked a debate on the All-In Podcast, where <a href="https://www.benzinga.com/25/05/45339953/apple-exec-says-iphone-users-are-ditching-google-search-now-chamath-palihaptiya-urges-the-tech-giant-to-stop-waiting-for-data-and-start-fighting-models-like-chatgpt">venture capitalist</a> Chamath Palihapitiya urged Google to stop waiting for data and start fighting models like ChatGPT.
Luria&#8217;s &#8220;big bang breakup&#8221; is seen as a strategic suggestion for Google to regain its lost ground and boost its overall value in the face of these challenges.
Benzinga's Edge Rankings place Alphabet in the 81st percentile for quality and the 67th percentile for growth, reflecting its strong performance in both areas. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">Check the detailed report here.</a>
Over the past 5 days, Alphabet stock declined 3.07%, while year to date it plunged 15.6%.
<ul class="wp-block-list">
<li>READ MORE:&nbsp;<a href="https://benzinga.com/news/25/05/45314762/charlie-munger-was-once-asked-why-warren-buffett-was-so-much-richer-and-replied-he-got-an-earlier-start-before-adding-why-was-albert-einstein-poorer-than-i-was" target="_blank" rel="noreferrer noopener">Charlie Munger Was Once Asked Why Warren Buffett Was So Much Richer — He Replied, &#8216;He Got An Earlier Start,&#8217; Then Added, &#8216;Why Was Albert Einstein Poorer Than I Was?&#8217; &#8211; Benzinga</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.

AAPL

NFLX

NVDA

SNOW

Alphabet's Value Could Skyrocket To $3.7 Trillion With Google's 'Big Bang Breakup' Over 'Isolated Spin-Offs,' Says Analyst

Editor&#8217;s Note: The story has been updated with Amazon&#8217;s statement.
The Federal Trade Commission has accused Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) of concealing key evidence in the antitrust case that claims the <a href="https://www.benzinga.com/government/regulations/25/01/42822625/big-techs-date-with-antitrust-alphabet-meta-amazon-brace-for-legal-showdowns-in-2025">retail giant abused its market power</a>. As per a new court filing, the FTC says Amazon withheld thousands of non-privileged documents by incorrectly labeling them as protected.
What Happened: Following an order by a federal judge to re-review its privilege claims, Amazon withdrew 92% of them and presented around 70,000 documents it had withheld earlier, according <a href="https://www.courthousenews.com/ftc-accuses-amazon-of-hiding-evidence-in-antitrust-case/">to</a> the Courthouse News Service. 
The FTC discovered that around 75% of those had been completely shielded from view. In a small in-camera review, a single sentence out of nine documents was deemed privileged. 
One document quoted a top executive calling founder and former CEO Jeff Bezos Amazon's "chief dark arts officer" when describing the "shady world" of tactics employed to boost Prime subscriptions, the report noted.
See Also: <a href="https://www.benzinga.com/government/regulations/25/05/45331065/the-trade-desk-ceo-slams-google-amazons-walled-gardens-imagine-what-we-can-do-in-a-fair-market">The Trade Desk CEO Slams Google, Amazon&#8217;s &#8216;Walled Gardens&#8217;: &#8216;Imagine What We Can Do In A Fair Market&#8217;</a>
Why It Matters: The FTC says these documents were withheld not because they were legally protected, but because they &nbsp;damaging evidence. "In essence, Amazon's privilege log — on which the FTC has relied throughout discovery — was almost entirely wrong," the commission wrote in its motion. "It is impossible to square a 92% error rate across tens of thousands of documents with a mere mistake."
The commission also said that Amazon has a pattern of falsely labeling routine communications as "privileged" and alleged that the company instructs staff to mislabel documents to sidestep regulatory scrutiny. "The blatant nature and ubiquity of these actions demonstrate&#8230; a purposeful plan," the FTC added.
Calling the withheld records &#8220;probative, inculpatory, and entirely nonprivileged,&#8221; the FTC has asked the court for another 90 days of discovery and for Amazon to bear the resulting costs. 
&#8220;The FTC wants to distract from the facts because the facts don't support this vague and unprecedented legal case,&#8221; an Amazon spokesperson told Benzinga in a statement.
Regarding the meeting notes that reference "dark arts," the spokesperson added: &#8220;These notes are from a much longer conversation that included discussion about non-Amazon subscription programs. The way Amazon drives Prime subscribers is by making the service useful and valuable. It is correct that an element of driving that value is an art rather than a science. And our approach works — Prime, with hundreds of millions of members, is among the highest-performing subscription programs of any kind, as measured by renewal rates and customer satisfaction.&#8221;
Amazon is not the only tech giant locking horns with the FTC. Last month, hearings began as part of the FTC's <a href="https://www.benzinga.com/news/25/04/44888906/meta-faces-an-antitrust-lawsuit-ftc-says-company-holds-a-social-network-monopoly">antitrust lawsuit against Meta</a>.
Amid these high-profile cases, the FTC is also facing a shortage of resources due <a href="https://www.benzinga.com/government/regulations/25/03/44310724/doge-cuts-to-ftc-sow-confusion-in-case-against-amazon">to cuts enacted by DOGE</a>.
Image Via Shutterstock
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/analyst-ratings/price-target/25/05/45356821/why-amazons-robot-army-could-save-10-billion-and-change-your-delivery-game">Why Amazon&#8217;s Robot Army Could Save $10 Billion And Change Your Delivery Game</a></li>
</ul>

Legal

AMZN

Jeff Bezos Called 'Chief Dark Arts Officer' In Secret Amazon Doc As FTC Says Company Hid Thousands Of Key Files In Antitrust Case (UPDATED)

Endava plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DAVA#NYSE">DAVA</a>) will release earnings results for the third quarter, before the opening bell on <a href="https://www.benzinga.com/quote/DAVA/earnings">Wednesday, May 14</a>.
Analysts expect the UK-based company to report quarterly earnings at 31 cents per share, compared to 22 cents per share in the year-ago period. Endava projects to report quarterly revenue at $197.84 million, compared to $174.37 million a year earlier, according to data from <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a>.
On Feb. 20, Endava reported better-than-expected second-quarter financial results.
Endava shares fell 0.4% to close at $21.41 on Tuesday.
Benzinga readers can access the latest analyst ratings on the <a href="https://www.benzinga.com/analyst-ratings/analyst-color/22/09/28888638/exclusive-study-finds-benzinga-analyst-ratings-data-yields-market-beating-strategie">Analyst Stock Ratings</a> page. Readers can sort by stock ticker, company name, analyst firm, rating change or other variables.
Let's have a look at how Benzinga's most-accurate <a href="https://www.benzinga.com/quote/DAVA/analyst-ratings">analysts have rated the company</a> in the recent period.
<ul class="wp-block-list">
<li>Needham analyst Mayank Tandon maintained a Buy rating and cut the price target from $43 to $38 on Feb. 21, 2025. This analyst has an accuracy rate of 68%.</li>
<li>Morgan Stanley analyst James Faucette maintained an Equal-Weight rating and raised the price target from $33 to $35 on Jan. 31, 2025. This analyst has an accuracy rate of 66%.</li>
<li>B of A Securities analyst Tyler DuPont initiated coverage on the stock with a Neutral rating and a price target of $29 on Nov. 22, 2024. This analyst has an accuracy rate of 61%.</li>
<li>TD Cowen analyst Bryan Bergin maintained a Buy rating and raised the price target from $35 to $36 on Nov. 13, 2024. This analyst has an accuracy rate of 63%.</li>
<li>Citigroup analyst Ashwin Shirvaikar maintained a Neutral rating and cut the price target from $30 to $27 on Oct. 28, 2024. This analyst has an accuracy rate of 74%.</li>
</ul>
Considering buying DAVA stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="578" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/14024558/image-150-1024x578.png" alt="" class="wp-image-914479" style="width:606px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/14024558/image-150-1024x578.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/14024558/image-150-300x169.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/14024558/image-150-768x433.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/14024558/image-150.png 1117w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
Read This Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/trading-ideas/long-ideas/25/05/45375319/jim-cramer-ok-harrow-recommends-buying-this-energy-stock">Jim Cramer Is &#8216;OK&#8217; With Harrow, Recommends Buying This Energy Stock</a> </li>
</ul>
Photo via Shutterstock

Price Target

Pre-Market Outlook

DAVA

Top Wall Street Forecasters Revamp Endava Expectations Ahead Of Q3 Earnings

Press Releases

Toast Announces Fourth Quarter and Full Year 2024 Financial Results

Toast Announces Participation at the Morgan Stanley Technology, Media & Telecom Conference

Toast and Food Critic Keith Lee Team Up to Give Back to Restaurants

Applebee's Selects Toast Technology as New Point of Sale and Kitchen Display Systems Partner

Toast Announces Release Date of First Quarter 2025 Financial Results

Toast Launches ToastIQ to Superpower the Future of Restaurants

Toast Announces Participation at the J.P. Morgan Annual Global Technology, Media and Communications Conference

Toast Announces First Quarter 2025 Financial Results

Toast Tees Up New Technology Platform for Topgolf

Toast Launches Menu Price Monitor, Offering Insights into Restaurant Pricing Trends

Affirm Holdings, Inc. - Class A Common Stock

Affirm Holdings

AvidXchange Holdings, Inc. - Common Stock

AvidXchange Holdings

Corpay

DLocal

Euronet Worldwide

Evertec

Fiserv

Fidelity National Information Services, Inc. Common Stock

Fidelity National Info

Shift4 Payments, Inc. Class A Common Stock

Shift4 Payments

Global Payments

Jack Henry & Associates, Inc. - Common Stock

Jack Henry & Associates

Mastercard

Marqeta

NCR Atleos

PagSeguro Digital Ltd. Class A Common Shares

PagSeguro Digital

Paymentus Holdings, Inc. Class A Common Stock

Paymentus Holdings

Payoneer Global

PayPal Holdings

Remitly Global

Sezzle

StoneCo

Visa

Western Union

Block

BMO Capital

Morgan Stanley

Wells Fargo

Piper Sandler

DA Davidson

지난주 가장 좋은 성과를 보인 대형주는 다음과 같다.
<ol class="wp-block-list">
<li>더 트레이드 데스크(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TTD#NASDAQ">TTD</a>) 주가는 회사가 예상보다 좋은 1분기 재무 실적을 발표한 후 31.34% 급등했다. <a href="https://www.benzinga.com//node/45321575" target="_blank" rel="noreferrer noopener">애널리스트들은 목표주가를 수정</a>했다.</li>
<li>힘스 앤 허스 헬스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HIMS#NYSE">HIMS</a>) 주가는 강력한 <a href="https://www.benzinga.com//node/45321220" target="_blank" rel="noreferrer noopener">1분기 실적</a>에 힘입어 27.29% 상승했다.</li>
<li>인슐렛 코퍼레이션(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PODD#NASDAQ">PODD</a>) 주가는 회사가 예상보다 좋은 재무 실적을 발표하고 FY25 매출 가이던스를 예상치를 초과해 상향 조정한 후 20.88% 상승했다. <a href="https://www.benzinga.com//node/45321429" target="_blank" rel="noreferrer noopener">2분기 매출 가이던스 역시 예상치를 초과한 수준으로 발표</a>했다.</li>
<li>유비쿼티(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UI#NYSE">UI</a>) 주가는 회사가 예상보다 좋은 <a href="https://www.benzinga.com//node/45313954" target="_blank" rel="noreferrer noopener">재무 실적</a>을 발표한 후 20.64% 상승했다.</li>
<li>FTAI 에비에이션(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FTAI#NASDAQ">FTAI</a>) 주가는 19.10% 상승했다. 스티펠 애널리스트 프랭크 갈란티가 회사를 보유에서 매수로 투자의견을 상향 조정하고 <a href="https://www.benzinga.com/quote/ftai/analyst-ratings" target="_blank" rel="noreferrer noopener">목표주가를 123달러로 유지</a>했다.</li>
<li>UL 솔루션스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ULS#NYSE">ULS</a>) 주가는 웰스파고가 주식에 대해 비중확대 등급을 유지하고 <a href="https://www.benzinga.com/quote/uls/analyst-ratings" target="_blank" rel="noreferrer noopener">목표주가를 65달러에서 77달러로 상향 조정한 후 17.24% 상승</a>했다.</li>
<li>록웰 오토메이션(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ROK#NYSE">ROK</a>) 주가는 회사가 예상보다 좋은 <a href="https://www.benzinga.com//node/45251607" target="_blank" rel="noreferrer noopener">2분기 실적</a>을 발표한 후 16.22% 상승했다. 애널리스트들이 <a href="https://www.benzinga.com/quote/rok/analyst-ratings" target="_blank" rel="noreferrer noopener">목표주가를 상향 조정</a>했다.</li>
<li>마이크로칩 테크놀로지 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MCHP#NASDAQ">MCHP</a>) 주가는 회사가 <a href="https://www.benzinga.com//node/45316027" target="_blank" rel="noreferrer noopener">4분기 실적을 발표한 후</a> 15.49% 상승했다. <a href="https://www.benzinga.com/quote/mchp/analyst-ratings" target="_blank" rel="noreferrer noopener">애널리스트들이 목표주가를 수정</a>했다.</li>
<li>월트 디즈니 컴퍼니(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>) 주가는 예상보다 좋은 2분기 재무 실적과 아부다비에 새로운 <a href="https://www.benzinga.com//node/45263841" target="_blank" rel="noreferrer noopener">테마파크 프로젝트 발표</a> 이후 14.54% 급등했다. 애널리스트들이 <a href="https://www.benzinga.com//node/45293256" target="_blank" rel="noreferrer noopener">목표주가를 상향 조정</a>했다.</li>
<li>아라마크(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ARMK#NYSE">ARMK</a>) 주가는<a href="https://www.benzinga.com//node/45224441" target="_blank" rel="noreferrer noopener"> FY25 2분기 실적 발표 후</a> 14.06% 상승했다.</li>
<li>토스트(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TOST#NYSE">TOST</a>) 주가는 회사가 1분기 결과를 발표한 후 13.41% 상승했고 <a href="https://www.benzinga.com//node/45324198" target="_blank" rel="noreferrer noopener">애널리스트들이 목표주가를 수정</a>했다.</li>
</ol>
사진 출처: Shutterstock
다른 트레이더들보다 30분 일찍 시장 움직임에 대한 독점 뉴스를 받아보세요.
Benzinga Pro의 독점 뉴스를 통해 수백만 명의 다른 트레이더보다 더 빠르게 유용한 투자 뉴스를 확인할 수 있습니다. <a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

타이거 글로벌 매니지먼트(Tiger Global Management LLC)는 대담한 위험을 감수하고 있다. 체이스 콜먼(Chase Coleman)의 헤지펀드는 고성장 주식에 대한 <a href="https://www.benzinga.com/general/hedge-funds">공격적인 2024년 4분기 베팅</a>을 하면서 일부 저조한 성과를 보인 주식을 매각하여 기술 및 디지털 우위를 선호하는 명확한 신호를 보냈다.
<h2 class="wp-block-heading">대규모 매수: 혁신에 베팅</h2>
타이거 글로벌의 최신 13F <a href="https://13f.info/13f/000091957425001475-tiger-global-management-llc-q4-2024#google_vignette">보고서</a>에 따르면, 2024년 12월 31일 기준으로 여러 성장 주식에 대한 지분을 늘렸으며, 스포티파이 테크놀로지 SA(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPOT#NYSE">SPOT</a>)가 주도적으로 2.13% 포트폴리오 비중을 증가시켰다.
또한, 펀드는 레딧(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RDDT#NYSE">RDDT</a>)의 기대되는 공개 모멘텀에 앞서 1.11%로 지분을 확대했다.
사이버 보안 선두주자인 Z스케일러(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ZS#NASDAQ">ZS</a>)와 전자상거래 거인 PDD 홀딩스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PDD#NASDAQ">PDD</a>)도 의미 있는 증가를 보여 타이거의 디지털 혁신에 대한 집중을 강화했다.
또한 읽어보기: <a href="https://kr.benzinga.com/news/usa/stocks/4%EB%B6%84%EA%B8%B0%EC%97%90-%ED%97%A4%EC%A7%80%ED%8E%80%EB%93%9C%EA%B0%80-%EA%B8%8D%EC%A0%95%EC%A0%81%EC%9C%BC%EB%A1%9C-%ED%8F%89%EA%B0%80%ED%95%9C-%EC%83%81%EC%9C%84-5%EA%B0%9C-%EA%B8%B0%EC%88%A0/" target="_blank" rel="noopener">4분기 헤지펀드가 긍정적으로 평가한 5대 기술 주식 (힌트: 엔비디아가 아닙니다)</a>
<h2 class="wp-block-heading">주요 매도: 유나이티드헬스에 대한 건강 점검</h2>
가장 큰 놀라움은 타이거 글로벌이 유나이티드헬스 그룹(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNH#NYSE">UNH</a>) 지분을 5.06% 줄이면서 규제 불확실성 속에서 이 보험 대기업에서 멀어졌다.
또한 누 홀딩스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NU#NYSE">NU</a>), 줌인포 테크놀로지스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ZI#NASDAQ">ZI</a>) 및 토스트(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TOST#NYSE">TOST</a>)도 매각 목록에 올라 소규모로 감소했다.
<h2 class="wp-block-heading">핵심 보유 주식: 메가 여전히 지배적</h2>
이러한 조정에도 불구하고 타이거의 핵심 신념은 명확하게 남아 있다: 메타 플랫폼스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>)는 여전히 포트폴리오의 16.52%를 차지하고 있다.
기타 기술 대기업인 마이크로소프트(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), 알파벳(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>)(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) 및 아폴로 글로벌 매니지먼트(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APO#NYSE">APO</a>)가 상위 포지션을 차지하며 인공지능(AI), 클라우드 컴퓨팅 및 디지털 미디어에 대한 명확한 편향을 보여준다.
<h2 class="wp-block-heading">결론: 타이거의 기술 중심 플레이북</h2>
타이거 글로벌의 4분기 전략은 기술, AI 및 디지털 소비자 트렌드에 대한 전방위적 접근 방식을 신호하며, 전통적인 금융 및 의료 분야에서는 물러서는 모습을 보인다.
AI 주도 기업과 혁신적인 디지털 플랫폼이 포트폴리오를 이끌면서 콜먼의 펀드는 기술의 미래에 대한 투자를 계속하고 있으며, 쇠퇴하는 섹터에 대한 노출을 체계적으로 제거하고 있다.
다음 읽기: 
<ul>
<li><a href="https://kr.benzinga.com/news/usa/stocks/%ED%97%A4%EC%A7%80%ED%8E%80%EB%93%9C-%EC%A7%80%EA%B0%81-%EB%B3%80%EB%8F%99-%ED%83%80%EC%9D%B4%EA%B1%B0-%EC%95%84%ED%8C%94%EB%A3%A8%EC%82%AC-%EC%86%8C%EB%A1%9C%EC%8A%A4%EA%B0%80-%EB%B2%84%ED%95%8F/" target="_blank" rel="noopener">헤지펀드 지각 변동: 타이거, 아팔루사, 소로스가 버핏, 아이칸, 애크먼을 능가</a></li>
</ul>
AI를 이용해 Midjourney로 생성한 이미지입니다.
Benzinga Pro의 독점 뉴스 및 도구로 더 많은 승리를 거두세요 
독점 속보 및 스캐너와 같은 Benzinga Pro의 강력한 도구 세트로 다른 트레이더보다 우위를 점하세요. 
<a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

이들 11개 대형주들은 지난주 최악의 성과를 거두었다. 그것들이 당신의 포트폴리오에 있나요?
1. 텍사스 퍼시픽 랜드 코퍼레이션(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TPL#NYSE">TPL</a>) 주식은 OPEC의 공급 결정으로 인해 16.35% 급락했다.
2. 마이크로칩 테크놀로지(NASDAQ:<a class="ticker" style="font-size: revert;" href="https://www.benzinga.com/stock/MCHP#NASDAQ">MCHP</a>) 주식은 회사가 미국 반도체 정부 보조금 신청을 중단하고 <a href="https://www.benzinga.com//node/42344223" target="_blank" rel="noreferrer noopener">2024년 12월 분기</a> 매출 전망을 하향 조정한다고 발표한 후 13.03% 급락했다.
3. 인텔(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) 주식은 CEO 팻 겔싱어의 은퇴 발표 이후 13.01% 하락했다.
4. KB 파이낸셜 그룹(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KB#NYSE">KB</a>) 주식은 12.68% 하락했다.
5. 가이드와이어 소프트웨어(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GWRE#NYSE">GWRE</a>) 주식은 1분기 실적 발표 이후 12.48% 하락했다. 애널리스트들은 <a href="https://www.benzinga.com/quote/gwre/analyst-ratings" target="_blank" rel="noreferrer noopener">주가 예측을 수정</a>했다.
6. 토스트(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TOST#NYSE">TOST</a>) 주식은 10.86% 하락했다. 토스트는 우버 테크놀로지스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NYSE">UBER</a>)와의 파트너십을 확대하여 레스토랑에 더 많은 선택지를 제공하고 손님들에게 <a href="https://www.benzinga.com//node/42347476" target="_blank" rel="noreferrer noopener">추가 배달 옵션</a>을 제공했다. 여러 애널리스트들이 <a href="https://www.benzinga.com//node/42268538" target="_blank" rel="noreferrer noopener">주식을 하향 조정</a>했다.
7. 유나이티드헬스 그룹(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNH#NYSE">UNH</a>) 주식은 보험 부문 CEO인 브라이언 톰슨(Brian Thompson)이 맨해튼 호텔 앞에서 총격으로 사망한 사건 이후 9.93% 하락했다. 이 회사는 <a href="https://www.benzinga.com//node/42365853" target="_blank" rel="noreferrer noopener">연례 투자자 회의를 개최 중</a>이었다.
8. 올드 도미니언 프레이트 라인(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ODFL#NASDAQ">ODFL</a>) 주식은 캐나다에 대한 새로운 관세 위협으로 인해 9.83% 하락했다. 이는 운송 회사 등 여러 분야에 영향을 미칠 수 있다.
9. 할리버튼(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HAL#NYSE">HAL</a>) 주식은 중동의 지속적인 갈등이 원자재 가격에 영향을 미치면서 9.67% 하락했다.
10. 포스코 홀딩스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PKX#NYSE">PKX</a>) 주식은 아마도 윤석열 한국 대통령이 <a href="https://www.benzinga.com//node/42306717" target="_blank" rel="noreferrer noopener">계엄령을 선포</a>한 후 9.67% 하락했다.
11. 로켓랩 USA(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RKLB#NASDAQ">RKLB</a>) 주식은 지난주에 섹터 내 차익 실현으로 인해 9.53% 하락했다. 이 회사는 또한 <a href="https://www.benzinga.com//node/42351319" target="_blank" rel="noreferrer noopener">12월 18일에 6번째 종합 임무</a>의 발사 기간을 발표할 것이라고 밝혔다.
다음 읽기:
<a href="https://kr.benzinga.com/news/usa/stocks/%EC%8A%88%ED%8D%BC-%EB%A7%88%EC%9D%B4%ED%81%AC%EB%A1%9C-%EB%A3%B0%EB%A3%A8%EB%A0%88%EB%AA%AC-%EB%B0%8F-%EB%A1%9C%EC%BF%A0-%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">슈퍼 마이크로, 룰루레몬 및 로쿠 지난주 최고 성과를 보여준 11개 대형주 중 일부 (12월 2일-6일)</a>
이미지 출처: Shutterstock
Benzinga Pro의 독점 뉴스 및 도구로 더 많은 승리를 거두세요 
독점 속보 및 스캐너와 같은 Benzinga Pro의 강력한 도구 세트로 다른 트레이더보다 우위를 점하세요. 
<a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

2024년 11월 8일 기준, 금융 섹터의 3종목의 주식이 모멘텀을 중요하게 여기는 투자자들에게 실질적인 경고 신호를 보낼 수 있다.
상대 강도 지수(RSI)는 모멘텀 지표로, 주가가 상승하는 날의 강도와 하락하는 날의 강도를 비교한다. 주가 행동과 비교할 때, 주식이 단기적으로 어떻게 수행될 수 있는지를 더 잘 이해할 수 있다. <a href="https://pro.benzinga.com/">Benzinga Pro</a>에 따르면, 일반적으로 <a href="https://www.benzinga.com/topic/rsi">RSI가 70 이상</a>일 때 자산이 과매수 상태로 간주된다.
다음은 이 섹터에서 주요 과매수 주식 목록이다.
<h3 class="wp-block-heading">업스타트 홀딩스 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/UPST#NASDAQ">UPST</a>)</h3>
<ul>
<li>11월 7일, 업스타트는 주당 7센트의 분기 손실을 보고하였으며, 이는 15센트 손실에 대한 애널리스트의 컨센서스 예상을 초과한 결과이다. 분기 매출은 1억 6,214만 달러로, 애널리스트의 컨센서스 예측인 1억 5,022만 달러를 초과하며, 작년 동기 매출인 1억 3,455만 달러에 비해 증가했다. 업스타트의 CEO인 데이브 기루아르(Dave Girouard)는 &#8220;대출량이 전분기 대비 43% 성장하고 조정된 EBITDA가 긍정적으로 돌아오면서, 우리는 인공지능 핀테크 리더로서의 업스타트의 입지를 계속 강화하고 있다. 거시경제로부터의 큰 상승 없이도 우리는 성장 모드로 돌아왔다&#8221;고 말했다. 이 회사의 주가는 지난 한 달 동안 약 89% 상승했으며, <a href="https://www.benzinga.com/quote/UPST">52주 최고가가 82.25달러</a>이다.</li>
<li>RSI 값: 79.08 (목요일 종가 기준)</li>
<li>UPST 주가 변동: 업스타트의 주식은 금요일 46.02% 급등한 81.88달러에 마감했다.</li>
</ul>
<h3 class="wp-block-heading">토스트 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TOST#NYSE">TOST</a>)</h3>
<ul>
<li>11월 7일, 토스트는 3분기 재무 실적이 예상보다 좋게 나타났다. &#8220;토스트는 강력한 3분기를 기록하며 약 7,000개의 새로운 매장을 추가하고, 반복적인 총 이익 수익이 35% 증가했으며, 조정된 EBITDA가 1억 1,300만 달러에 달했다. 우리는 올해를 강하게 마무리하고 2025년으로 이 모멘텀을 이어갈 수 있는 좋은 위치에 있다&#8221;고 토스트의 CEO이자 공동 창립자인 아만 나랑(Aman Narang)이 말했다. 이 회사의 주가는 지난 한 달 동안 30.14% 상승했으며, <a href="https://www.benzinga.com/quote/TOST">52주 최고가가 38.40달러</a>이다.</li>
<li>RSI 값: 85.15 (목요일 종가 기준)</li>
<li>TOST 주가 변동: 토스트의 주식은 금요일 14.72% 상승하여 37.48달러에 거래를 마쳤다.</li>
</ul>
<h3 class="wp-block-heading">플라이와이어 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FLYW#NASDAQ">FLYW</a>)</h3>
<ul>
<li>11월 7일, 플라이와이어는 3분기 재무 실적이 예상보다 좋았고, 2024회계연도 매출 가이던스가 예상치를 상회한다고 발표했다. &#8220;3분기 실적은 새로운 고객 및 기존 고객과의 높은 결제량을 포착할 수 있는 우리의 능력을 강조한다. 이는 우리의 계정 및 수직 시장 내 성장 잠재력을 나타낸다&#8221;고 플라이와이어의 CEO인 마이크 마사로(Mike Massaro)가 말했다. 이 회사의 주가는 지난 한 달 동안 27.29% 상승했으며, <a href="https://www.benzinga.com/quote/FLYW">52주 최고가가 31.54달러</a>다.</li>
<li>RSI 값: 77.08 (목요일 종가 기준)</li>
<li>FLYW 주가 변동: 플라이와이어의 주식은 금요일 14.70% 상승하여 20.99달러로 마감했다.</li>
<li></li>
</ul>
더 읽어보기: 
<ul>
<li><a href="https://www.benzinga.com/markets/24/11/41820056/how-to-earn-500-a-month-from-nvidia-stock-after-trump-win">트럼프 당선 이후 엔비디아 주식으로 매달 500달러를 버는 방법</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.

Short Ideas

FLYW

UPST

이번 달에 절벽으로 떨어질 수 있는 상위 3개의 금융주

3분기 실적 시즌이 다가오면서, 골드만삭스는 투자자들이 <a href="https://www.benzinga.com/news/earnings/24/10/41255250/banks-gear-up-for-earnings-season-15-top-stock-picks-including-citigroup-morgan-stanley-and-truist" target="_blank" rel="noopener" data-google-interstitial="false">재무 실적</a>을 통해 수익을 올릴 수 있는 주요 주식 기회를 식별한 노트를 발표했다.
애널리스트 존 마샬(John Marshall)과 그의 팀은 목요일에 18개의 주식이 실적 상향 조정의 혜택을 받을 가능성이 있고, 7개의 주식은 하향 조정의 영향을 받을 가능성이 있다고 강조했다.
<h3 class="wp-block-heading">‘주식 선택자의 해&#8217;: S&amp;P 500에서 10% 상승</h3>
골드만삭스의 애널리스트들은 2024년을 &#8220;주식 선택자의 해&#8221;라고 부르며, 변동성이 큰 실적 환경에서 선택적 투자의 중요성을 강조했다.
이 투자은행의 최신 전망에 따르면, 평균 S&amp;P 500 주식은 향후 12개월 동안 10%의 상승 잠재력을 가질 수 있다.
&#8220;우리는 반등 가능성을 보고 있다&#8221;고 마샬이 그의 노트에서 언급했다. &#8220;옵션 시장의 방향성 포지셔닝이 균형을 이루고 있어, 지난 분기 이맘때보다 훨씬 나은 설정이다.&#8221;
또한 이 애널리스트들은 최근 헤지 펀드와 소매 트레이더들 모두의 옵션 시장 활동이 감소하여, 투자자들이 3분기 실적 보고서와 다가오는 미국 선거를 준비하면서 &#8220;관망하는(wait-and-see)&#8221; 태도를 취하고 있음을 나타냈다.
<h3 class="wp-block-heading">실적 시즌의 변동성은 여전히 높다</h3>
골드만삭스는 실적 이벤트를 둘러싼 개별 주식의 변동성이 14년 만에 최고 수준에 있다고 강조했다.
인공지능(AI), 금리 그리고 다가오는 선거와 같은 주요 시장 논쟁이 이 추세를 주도하고 있으며, 이는 연말까지 계속될 것으로 예상된다.
&#8220;우리는 실적 발표일의 주가 변동이 여전히 높을 것으로 예상하며, 이는 시장의 주요 논쟁들이 주식 공간에서 승자와 패자를 만들어내기 때문이다,&#8221;라고 이 노트에 추가했다.
이러한 높은 변동성 속에서, 이 회사는 옵션 기반 전략을 계속 추천하며, 투자자들에게 실적 이벤트 전 옵션을 매수하고 실적 기간 사이에 옵션을 매도하여 가격 변동을 활용할 것을 권장했다.
<h3 class="wp-block-heading">골드만삭스가 3분기 실적에 대해 긍정적으로 평가한 18개 주식</h3>
골드만삭스의 애널리스트들은 실적 조정이 긍정적으로 작용할 수 있다고 믿는 18개의 주식을 선정했다. 이 주식들은 에너지, 금융, 헬스케어, 기술 등 다양한 부문에 걸쳐 있다.
<figure class="wp-block-table is-style-stripes">
<table style="overflow:auto; height: 90px; display: block;">
<thead>
<tr>
<th>회사</th>
<th>섹터</th>
<th>실적 발표일</th>
</tr>
</thead>
<tbody>
<tr>
<td>갭 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GAP#NYSE">GAP</a>)</td>
<td>소비재</td>
<td>11월 15일</td>
</tr>
<tr>
<td>퍼미안 리소스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PR#NYSE">PR</a>)</td>
<td>에너지</td>
<td>11월 7일</td>
</tr>
<tr>
<td>씨티그룹 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/C#NYSE">C</a>)</td>
<td>금융</td>
<td>10월 15일</td>
</tr>
<tr>
<td>싱크로니 파이낸셜 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SYF#NYSE">SYF</a>)</td>
<td>금융</td>
<td>10월 16일</td>
</tr>
<tr>
<td>암젠 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMGN#NASDAQ">AMGN</a>)</td>
<td>헬스케어</td>
<td>10월 30일</td>
</tr>
<tr>
<td>보스톤 사이언티픽 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BSX#NYSE">BSX</a>)</td>
<td>헬스케어</td>
<td>10월 23일</td>
</tr>
<tr>
<td>머크 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MRK#NYSE">MRK</a>)</td>
<td>헬스케어</td>
<td>10월 31일</td>
</tr>
<tr>
<td>퀴아젠 NV (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/QGEN#NYSE">QGEN</a>)</td>
<td>헬스케어</td>
<td>10월 30일</td>
</tr>
<tr>
<td>AZEK 컴퍼니 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AZEK#NYSE">AZEK</a>)</td>
<td>산업재</td>
<td>11월 29일</td>
</tr>
<tr>
<td>ADT (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ADT#NYSE">ADT</a>)</td>
<td>TMT</td>
<td>11월 1일</td>
</tr>
<tr>
<td>브로드 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>)</td>
<td>TMT</td>
<td>12월 6일</td>
</tr>
<tr>
<td>델 테크놀로지스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>)</td>
<td>TMT</td>
<td>11월 25일</td>
</tr>
<tr>
<td>클라비요 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KVYO#NYSE">KVYO</a>)</td>
<td>TMT</td>
<td>11월 7일</td>
</tr>
<tr>
<td>먼데이닷컴 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MNDY#NASDAQ">MNDY</a>)</td>
<td>TMT</td>
<td>11월 13일</td>
</tr>
<tr>
<td>엔비디아 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)</td>
<td>TMT</td>
<td>11월 21일</td>
</tr>
<tr>
<td>스노우플레이크 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SNOW#NYSE">SNOW</a>)</td>
<td>TMT</td>
<td>11월 29일</td>
</tr>
<tr>
<td>토스트 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TOST#NYSE">TOST</a>)</td>
<td>TMT</td>
<td>11월 7일</td>
</tr>
<tr>
<td>셈프라 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SRE#NYSE">SRE</a>)</td>
<td>유틸리티</td>
<td>11월 4일</td>
</tr>
</tbody>
</table>
</figure>
<h3 class="wp-block-heading">골드만삭스가 3분기 실적에 대해 비관적으로 평가한 7개 주식</h3>
반대로, 이 투자은행은 3분기 실적에서 하향 조정의 영향을 받을 것으로 예상되는 7개 주식을 선정하여 투자자들에게 주의할 것을 권고했다.
<figure class="wp-block-table is-style-stripes">
<table style="overflow:auto; height: 90px; display: block;">
<thead>
<tr>
<th>회사</th>
<th>섹터</th>
<th>실적 발표일</th>
</tr>
</thead>
<tbody>
<tr>
<td>초이스호텔 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CHH#NYSE">CHH</a>)</td>
<td>소비재</td>
<td>11월 7일</td>
</tr>
<tr>
<td>셰니에르 에너지 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CQP#NYSE">CQP</a>)</td>
<td>에너지</td>
<td>11월 1일</td>
</tr>
<tr>
<td>야누스 헨더슨 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JHG#NYSE">JHG</a>)</td>
<td>금융</td>
<td>10월 31일</td>
</tr>
<tr>
<td>라이온델바젤 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LYB#NYSE">LYB</a>)</td>
<td>소재</td>
<td>11월 1일</td>
</tr>
<tr>
<td>크로락스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CLX#NYSE">CLX</a>)</td>
<td>소비재</td>
<td>11월 1일</td>
</tr>
<tr>
<td>크래프트 하인즈 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KHC#NASDAQ">KHC</a>)</td>
<td>소비재</td>
<td>10월 30일</td>
</tr>
<tr>
<td>업스타트 홀딩스 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/UPST#NASDAQ">UPST</a>)</td>
<td>TMT</td>
<td>11월 7일</td>
</tr>
</tbody>
</table>
</figure>
 
다음 글 읽기:
<ul>
<li><a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/10/41278012/feds-goolsbee-downplays-inflation-uptick-economists-hold-steady-on-november-rate-in">연준의 굴스비가 인플레이션 상승을 경시하며, 경제학자들은 11월 금리 인하 발표에 대한 입장을 고수합니다.</a></li>
</ul>
이미지는 Midjourney를 통해 인공지능으로 생성되었습니다.


Benzinga Pro의 독점 뉴스 및 도구로 더 많은 승리를 거두세요 독점 속보 및 스캐너와 같은 Benzinga Pro의 강력한 도구 세트로 다른 트레이더보다 우위를 점하세요. <a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

Mid Cap

AMGN

AVGO

AZEK

KVYO

MNDY

QGEN

이번 실적 시즌에 매수할 주식 18개, 매도할 주식 7개: 골드만삭스는 올해를 '주식 선택자의 해'

이들 10개 대형주는 지난주 최고의 성과를 거두었다. 그것들이 당신의 포트폴리오에 있나요?
<ol>
<li>워너 브라더스 디스커버리(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WBD#NASDAQ">WBD</a>)의 주가는 회사가 <a href="https://www.benzinga.com//node/39838603" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">기존 텔레비전 네트워크</a>에서 디지털 스트리밍 및 스튜디오 사업을 분할하려는 계획을 논의했다는 보고 이후 18.28% 상승했다.</li>
<li>마이크로스트레티지(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>)의 주식은 지난주 비트코인 가격의 상승 속에서 16.74% 상승했다.</li>
<li>D.R. 호튼(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DHI#NYSE">DHI</a>)의 주가는 회사가 예상보다 나은 3분기 재무 결과를 보고하고 FY24 지침을 수정한 후 12.91% 급등했다. 회사는 또한 <a href="https://www.benzinga.com//node/39845136" target="_blank" rel="noreferrer noopener">새로운 40억 달러 규모의</a> 자사 주식 매입을 승인했다. 주식에 대한 목표 주가를 <a href="https://www.benzinga.com/quote/dhi/analyst-ratings" target="_blank" rel="noreferrer noopener">상향 조정</a>을 한 분석가는 거의 없다.</li>
<li>코인베이스 글로벌(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COIN#NASDAQ">COIN</a>)의 주식은 지난주 비트코인 가격 상승의 영향으로 12.39% 상승했다.</li>
<li>블루 아울 캐피털(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OQL#NYSE">OQL</a>)은 블룸버그가 아탈라야(Atalaya)를 약 8억 달러에 매수할 계획이라고 <a href="https://www.bloomberg.com/news/articles/2024-07-16/blue-owl-to-buy-private-credit-firm-atalaya-adding-10-billion-in-assets?sref=2h1zKciy" target="_blank" rel="noreferrer noopener">발표</a>한 후 7.89% 상승했다.</li>
<li>유나이티드헬스 그룹(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNH#NYSE">UNH</a>)의 주가는 <a href="https://www.benzinga.com//node/39790051" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">2분기 실적 호조</a>에 따라 7.84% 상승했다. 많은 분석가들이 주식에 대한 가격 예측을 <a href="https://www.benzinga.com//node/39814804" target="_blank" rel="noreferrer noopener">상향 조정했</a>다.</li>
<li>스테이트 스트리트(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/STT#NYSE">STT</a>)는 예상보다 나은 <a href="https://www.benzinga.com//node/39795949" target="_blank" rel="noreferrer noopener">2분기</a> 실적에 힘입어 7.21% 급등했다. 몇몇 분석가들은 주식 가격 예측을 <a href="https://www.benzinga.com//node/39822388" target="_blank" rel="noreferrer noopener">수정</a>했다. </li>
<li>레나(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LEN#NYSE">LEN</a>)는 다른 주택 건설업체 주식들과의 공감을 이유로 7.07% 상승했다.</li>
<li>토스트(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TOST#NYSE">TOST</a>)는 미즈호(Mizuho)가 주식을 중립에서 아웃퍼폼(Outperform)으로 <a href="https://www.benzinga.com/quote/TOST/analyst-ratings" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">상향 조정하고</a> 목표 주가를 21달러에서 33달러로 상향 조정한 후 지난주 주가는 7.05% 상승했다. </li>
<li>이팸 시스템(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EPAM#NYSE">EPAM</a>)의 주식은 제프리스(Jefferies)의 분석가가 <a href="https://www.benzinga.com/quote/epam/analyst-ratings" target="_blank" rel="noreferrer noopener">보유에서 매수로</a> 등급을 올린 후 6.97% 상승했다.</li>
</ol>
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워너 브라더스와 코인베이스는 지난주 최고 성과를 보여준 10개 대형주 중 일부 (7월 14일-7월 20일)

이들 대형주들은 지난주 최고의 성과를 거두었습니다. 그것들이 당신의 포트폴리오에 있나요?
<ol>
<li>사렙타 테라퓨틱스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SRPT#NASDAQ">SRPT</a>)의 주가는 회사가 엘리비디스(ELEVIDYS)의 라벨 표시 적응증에 최소 4세 이상의 듀센 <span class="c5aZPb" tabindex="0" role="button" data-enable-toggle-animation="true" data-extra-container-classes="ZLo7Eb" data-hover-hide-delay="1000" data-hover-open-delay="500" data-send-open-event="true" data-theme="0" data-width="250" data-ved="2ahUKEwijqpmq3vKGAxXva_UHHc50CRoQmpgGegQIERAD">근이영양증(DMD) 유전자 돌연변이가 확인된 듀센 근이영양증 환자를 포함하도록 확장하는 것에 대한 미 식품의약국(FDA)의 승인을 발표한 후 29.50% 상승했다. 또한, 여러 투자 은행들이 해당 종목에 대해 <a href="https://www.benzinga.com/quote/srpt/analyst-ratings" target="_blank" rel="noreferrer noopener">각각의 목표 주가를 상향 조정</a>했다.</li>
<li>시리우스 XM 홀딩스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SIRI#NASDAQ">SIRI</a>)의 주가는 지난주 16.73% 상승했다.</li>
<li>토스트(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TOST#NYSE">TOST</a>)의 주가는 지난주 15.57% 상승했다.</li>
<li>길리어드 사이언스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GILD#NASDAQ">GILD</a>)의 주가는 <a href="https://www.benzinga.com//node/39435732" target="_blank" rel="noreferrer noopener">긍정적인 3단계 HIV 데이터</a> 이후 지속적인 강세를 보이며 지난주 12.62% 상승했다.</li>
<li>츄이(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CHWY#NYSE">CHWY</a>)의 주가는 10.59% 상승했다. 이는 5월 <a href="https://www.benzinga.com//node/39385252" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">o온라인 매장에서의 소매 구매가 증가</a>한 후 주가가 올랐을 가능성이 크다.</li>
<li>액센츄어(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ACN#NYSE">ACN</a>)의 회사가 3분기 실적을 <a href="https://www.benzinga.com//node/39410240" target="_blank" rel="noreferrer noopener">발표한 이후</a> 주가는 9.80% 상승했다. 몇몇 분석가들은 가격 예측을 <a href="https://www.benzinga.com/quote/acn/analyst-ratings" target="_blank" rel="noreferrer noopener">하향 조정</a>했습니다.</li>
<li>드래프트킹스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DKNG#NASDAQ">DKNG</a>)의 주가는 지난주 9.69% 상승했다. 이는 <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/06/39316935/draftkings-stock-can-overcome-wall-of-worry-around-various-regulatory-risks-analyst">6월 30일까지 최종 확정되어야 할 뉴저지 2025년 예산안에 세금을 도입하지 않을 것으로 예상되어, 플로리다의 온라인 스포츠 베팅의 미래에 중대한 영향을 미칠 결정에 따른 주가 상승으로 보입니다.</a></li>
<li>이러한 급증은 플로리다 온라인 스포츠 베팅의 미래에 중요한 영향을 미치는 미국 대법원의 중추적 결정과 6월 30일까지 확정되어야 하는 <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/06/39316935/draftkings-stock-can-overcome-wall-of-worry-around-various-regulatory-risks-analyst">뉴저지의 2025년 예산에 세금</a>이 도입되지 않을 것이라는 낙관론에 따른 것이다.</li>
<li>델(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>)의 주가는 일론 머스크가 회사의 xAI가 구축하고 있는 슈퍼컴퓨터에 들어갈 이 랙의 절반을 조립하고 있다고 <a href="http://dell%20shares%20are%20trading%20higher%20after%20elon%20musk%20said%20the%20company%20is%20assembling%20half%20of%20the%20racks%20that%20are%20going%20into%20the%20supercomputer%20that%20xai%20is%20building./" target="_blank" rel="noopener">말한</a> 후 지난주 8.19% 상승했다.</li>
<li>오토데스크(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ADSK#NASDAQ">ADSK</a>)의 주가는 스타보드(Starboard)가 이 회사의 지분을 5억 달러 보유하고 있다고 <a href="https://www.benzinga.com//node/39357211">보도된 이후</a> 7.99% 상승했다.</li>
<li>골드 필드(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GFI#NYSE">GFI</a>)의 주가는 7.15% 상승했다. <a href="https://www.benzinga.com//node/39416585" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">금값 상승 속</a>에 금 광산주 주가가 상승세를 보이고 있다.</li>
</ol>
사진제공: 셔터스톡
다음 읽기: <a href="https://kr.benzinga.com/news/%ea%b2%8c%ec%9e%84%ec%8a%a4%ed%83%91%ea%b3%bc-%ec%9e%90%eb%b9%8c%ec%9d%80-%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%ec%9d%b8-10%ea%b0%9c%ec%9d%98/" target="_blank" rel="noopener">게임스탑과 자빌은 지난주 최악의 성과를 보인 10개의 대형주 중 일부 (6월 16일-6월 22일)</a>

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드래프트킹스와 델은 지난주 최고의 성과를 보인 10개의 대형주 중 일부 (6월 16일-6월 22일)

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