Vanguard Total Stock Market ETF (ARCA: VTI)

에 대한 최신 뉴스 Vanguard Total Stock Market ETF (ARCA:VTI)

Vanguard Total Stock Market ETF

Technology

Healthcare

Financial Services

Consumer Cyclical

Industrials

Consumer Defensive

Energy

Communication Services

Real Estate

Utilities

Basic Materials

Other

The Fund employs an indexing investment approach designed to track the performance of the CRSP US Total Market Index (the Index), which represents approximately 100 percent of the investable U.S. stock market and includes large-, mid-, small-, and micro-cap stocks. The Fund invests by sampling the Index, meaning that it holds a broadly diversified collection of securities that, in the aggregate, approximates the full Index in terms of key characteristics. These key characteristics include industry weightings and market capitalization, as well as certain financial measures, such as price/earnings ratio and dividend yield.

Microsoft Corp

Apple Inc

Nvidia Corp

Amazon.Com Inc

Meta Platforms Inc

Alphabet Inc., Class A

Alphabet, Inc., Class C

Eli Lilly & Co.

Broadcom, Inc., 8.00%

Berkshire Hathaway Inc

Long Ideas

Sector ETFs

Broad U.S. Equity ETFs

Trading Ideas

ETFs

IBIT

미국 상장지수펀드(ETF) 시장이 10조 달러 이상의 자산을 보유하는 역사적인 이정표를 달성했다. 블룸버그가 보도한 바와 같이 올해에만 무려 6,910억 달러의 엄청난 자금 유입이 이러한 급증을 촉진했다.

S&amp;P 500 ETF 타이탄들이 2024년 $6,910억 유입을 견인: 나스닥, 비트코인 ETF들이 그 뒤를

Markets

BKGI

CHAT

FCFY

Engine No. 1 ETF Trust Engine No. 1 Transform Climate ETF

NETZ

RJMG

UTES

미국의 두 인기 상장지수펀드(ETF)가 수요일에 S&amp;P 500 지수가 사상 최고치에 도달하면서 역대 최고가를 기록했다. S&amp;P 500 지수의 성과를 추적하여 약 500개의 대형주로 구성된 Vanguard S&amp;P 500 ETF(NYSE:VOO)는 미국 동부 시간 수요일 오전 10시 직후 527.23달러에 도달한 후 수요일 0.20% 하락한 525.61달러에 마감되었다.

VOO 대 VTI: S&amp;P 500이 사상 최고치를 기록하자 두 인기 상장지수펀드(ETF)도 최고점 도달

Analyst Color

Equities

Specialty ETFs

New ETFs

Federal Reserve

Tech

Media

iShares Trust Barclays 20+ Year Treasury Bond Fund

8월 초의 변동성에 굴하지 않고 투자자들은 8월에 미국 상장지수펀드(ETF)에 750억 달러라는 엄청난 금액을 쏟아부었다. 이는 작년 같은 기간에 비해 5배 증가한 수치이다.

8월에 미국 ETF가 $750억 유치하여, 2024년 전체 유입 금액이 $6,000억 돌파: 상위 ETF 리스트

Vita 34 AG

Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares

The U.S. exchange-traded fund (ETF) market has reached a monumental milestone, surpassing <a href="https://www.benzinga.com/quote/SPY/news">$10 trillion in assets</a>. 
This surge was fueled by a remarkable $691 billion in inflows this year alone, as <a href="https://www.bloomberg.com/news/articles/2024-09-27/wall-street-s-etf-assets-hit-10-trillion-milestone-amid-frenzy?srnd=phx-latest&amp;sref=TBDibEcD&amp;leadSource=uverify%20wall">reported</a> by Bloomberg. 
This impressive surge has set the stage for a record-breaking year, with ETF flows on track to shatter the previous record of $900 billion in inflows.
<h1 class="wp-block-heading">VOO, VGT Outshine SPY In Fund Flows</h1>
According to ETF.com <a href="https://www.etf.com/etfanalytics/etf-fund-flows-tool">data</a>, as of the end of Aug.2024, the market saw a robust performance, with a total of $71 billion pouring into ETFs during the month. Leading the charge were heavyweights such as the Vanguard S&amp;P 500 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VOO#NYSE">VOO</a>) and the Vanguard Information Tech ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VGT#NYSE">VGT</a>), while the SPDR S&amp;P 500 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) experienced notable outflows.
As investors diversify their portfolios, it's clear that ETFs are becoming the go-to investment vehicle.
<h1 class="wp-block-heading">VOO, IVV, VTI Lead YTD Gains</h1>
Among the top gainers for the year were the S&amp;P 500 index-tracking Vanguard S&amp;P 500 ETF and iShares Core S&amp;P 500 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IVV#NYSE">IVV</a>). The Vanguard S&amp;P 500 ETF has made a significant mark, attracting over $60.5 billion in net flows and boasting an impressive $503 billion in assets under management (AUM). This translates to 12.04% of its AUM, a testament to the confidence investors have in the S&amp;P 500's performance.
Following closely is the iShares Core S&amp;P 500 ETF, raking in about $43.4 billion in net flows, while the Vanguard Total Stock Market Index Fund ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VTI#NYSE">VTI</a>) pulled in a respectable $21 billion.
Read Also: <a href="https://www.benzinga.com/markets/cryptocurrency/24/09/41096120/if-you-invested-1-000-in-bitcoin-when-donald-trump-said-he-wasnt-a-fan-heres-how-much-youd">If You Invested $1,000 In Bitcoin When Donald Trump Said He Wasn&#8217;t A Fan, Here&#8217;s How Much You&#8217;d Have Today</a>
<h1 class="wp-block-heading">Tech-Focused QQQ, Bitcoin ETF Not Far Behind</h1>
The tech sector hasn't been left behind either, with Invesco QQQ Trust (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>) gathering nearly $20.9 billion this year, showcasing a vibrant interest in technology stocks.
The cryptocurrency space is also making waves, as seen in the remarkable inflows into iShares Bitcoin Trust (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/IBIT#NASDAQ">IBIT</a>), which attracted around $20.9 billion, capturing an astonishing 98.63% of its AUM.
With these trends, it&#8217;s clear that ETFs continue to be a major player in the investment landscape, providing investors with diverse options and strategic exposure to various sectors. 
As the market evolves, one thing is certain: the ETF party is just getting started!
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/top-stories/24/09/41033617/voo-vs-vti-vanguards-s-p-500-total-stock-market-etfs-hit-new-highs-as-s-p-500-reaches-record-level">VOO Vs. VTI: Vanguard&#8217;s S&amp;P 500, Total Stock Market ETFs Hit New Highs As S&amp;P 500 Reaches Record Level</a></li>
</ul>
Photo: Shutterstock

S&P 500 ETF Titans Drive $691B In 2024 Inflows: Nasdaq, Bitcoin ETFs Close Behind

Two popular U.S. stock market exchange-traded funds hit<a href="https://www.benzinga.com/markets/equities/24/09/41029448/s-p-500-hits-all-time-highs-nasdaq-100-tops-20k-ahead-of-key-economic-data-whats-driving-markets"> all-time highs </a>Wednesday as the S&amp;P 500 Index reached its highest level ever.
The Vanguard S&amp;P 500 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VOO#NYSE">VOO</a>), which tracks the performance of the S&amp;P 500 Index and therefore consists of about 500 large-cap stocks, reached $527.23 just after 10 a.m. ET before cooling off to $524.96 into Wednesday&#8217;s mid-afternoon trading.
The Vanguard Total Stock Market Index Fund ETF Shares (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VTI#NYSE">VTI</a>), which follows the CRSP US Total Market Index of about stocks, also hit a high point on Wednesday, achieving $283.12 shortly after Wednesday&#8217;s open before declining to $281.85 by mid-afternoon.
Read Also: <a href="https://www.benzinga.com/etfs/broad-u-s-equity-etfs/24/09/40960886/palantir-dell-to-join-s-p-500-friday-heres-how-tesla-stock-has-performed-since-its-add">Palantir, Dell To Join S&amp;P 500 Friday: Here&#8217;s How Tesla Stock Has Performed Since Its Addition In 2020</a>
<h3 class="wp-block-heading">S&amp;P 500</h3>
The S&amp;P 500 hit an all-time high of 5,471.03 in Wednesday&#8217;s early-morning trading. It has since fallen to 5,721.50 by mid-afternoon Wednesday.
Vistra Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VST#NYSE">VST</a>) is the top gainer in the S&amp;P, rising 6.59% to $119.91 into the mid-afternoon. Hewlett Packard Enterprise Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HPE#NYSE">HPE</a>) followed, gaining 4.63% to $19.75.
The tech-heavy Nasdaq Composite Index slipped 0.03% to 18,069.36, while the Nasdaq Composite Index edged up 0.05% to 19,954.31.
The Dow Jones Industrial Average fell 0.66% to 41,928.02 by Wednesday&#8217;s mid-afternoon.
Price Action: Exchange-traded funds that hold Vistra and Hewlett Packard, which led the S&amp;P to a new high, 
Vistra ETFs
<ul>
<li>Virtus Reaves Utilities ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UTES#NYSE">UTES</a>) rose 1.19%</li>
<li>BNY Mellon Global Infrastructure Income ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/BKGI#BATS">BKGI</a>) gained 0.09%</li>
<li>TCW Transform Systems ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NETZ#NYSE">NETZ</a>) went up 0.13%</li>
</ul>
Hewlett Packard ETFs
<ul>
<li>First Trust S&amp;P 500 Diversified Free Cash Flow ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FCFY#NYSE">FCFY</a>) gained 0.21%</li>
<li>Roundhill Generative AI &amp; Technology ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CHAT#NYSE">CHAT</a>) went up 0.57%</li>
<li>FT Raymond James Multicap Growth Equity ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RJMG#NYSE">RJMG</a>) rose 0.53%</li>
</ul>
Read Now: 
<ul>
<li><a href="https://www.benzinga.com/news/24/09/40958207/how-apple-stock-could-gain-from-fridays-s-p-500-rebalancing-what-investors-should-know">How Apple Stock Could Gain From Friday&#8217;s S&amp;P 500 Rebalancing: What Investors Should Know</a></li>
</ul>
Image: Shutterstock

VOO Vs. VTI: Vanguard's S&P 500, Total Stock Market ETFs Hit New Highs As S&P 500 Reaches Record Level

When it comes to two of the largest U.S. stock market funds, one could stand out now that the Federal Reserve decided <a href="https://www.benzinga.com/economics/macro-economic-events/24/09/40926026/federal-reserve-delivers-bold-0-5-rate-cut-signals-further-easing-ahead">to cut interest rates</a>
Here's a look at key differences between the Vanguard S&amp;P 500 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VOO#NYSE">VOO</a>) and the Vanguard Total Stock Market ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VTI#NYSE">VTI</a>).
VOO ETF Vs. VTI ETF: The Vanguard S&amp;P 500 ETF <a href="https://investor.vanguard.com/investment-products/etfs/profile/voo">tracks </a>the <a href="https://www.benzinga.com/topic/s-p-500-index">S&amp;P 500 Index </a>and holds around 500 stocks. The ETF is heavily weighted among the <a href="https://www.benzinga.com/topic/magnificent-seven">Magnificent Seven stocks</a> and large-cap companies.
The Vanguard Total Stock Market ETF <a href="https://investor.vanguard.com/investment-products/etfs/profile/vti">tracks </a>the CRSP U.S. Total Market Index and holds 3,656 stocks at the time of writing.
The key difference is that only the VTI holds stocks outside the S&amp;P 500 Index, which gives the ETF a higher weighting of small-cap and mid-cap stocks.
Rate cuts have been a positive for<a href="https://www.benzinga.com/topic/small-caps"> small-cap stocks </a>in the past as it makes financing more affordable to the companies.
Here are the top 10 holdings of the two ETFs as of Aug. 31:
<figure class="wp-block-table"> 
<table>
<tbody>
<tr>
<td>VOO Top 10 Holdings, Fund Weighting</td>
<td>VTI Top 10 Holdings, Fund Weighting</td>
</tr>
<tr>
<td>Apple Inc (AAPL): 7.0% </td>
<td>Apple Inc (AAPL): 6.1% </td>
</tr>
<tr>
<td>Microsoft (MSFT): 6.5% </td>
<td>Microsoft (MSFT): 5.7% </td>
</tr>
<tr>
<td>NVIDIA (NVDA): 6.2% </td>
<td>NVIDIA (NVDA): 5.1% </td>
</tr>
<tr>
<td>Amazon.com Inc (AMZN): 3.5% </td>
<td>Amazon.com Inc (AMZN): 3.1% </td>
</tr>
<tr>
<td>Meta Platforms (META): 2.4% </td>
<td>Meta Platforms (META): 2.1% </td>
</tr>
<tr>
<td>Alphabet Class A (GOOGL): 2.0% </td>
<td>Alphabet Class A (GOOGL): 1.8% </td>
</tr>
<tr>
<td>Berkshire Hathaway (BRK.B): 1.8% </td>
<td>Berkshire Hathaway (BRK.B): 1.6% </td>
</tr>
<tr>
<td>Alphabet Class C (GOOG): 1.7% </td>
<td>Alphabet Class C (GOOG): 1.5% </td>
</tr>
<tr>
<td>Eli Lilly (LLY): 1.6% </td>
<td>Eli Lilly (LLY): 1.5% </td>
</tr>
<tr>
<td>Broadcom (AVGO): 1.5% </td>
<td>Broadcom (AVGO): 1.4% </td>
</tr>
</tbody>
</table>
</figure>
As investors can see, the top 10 holdings are the same across both funds. The difference is the weighting, with the VOO more heavily concentrated among its top 10 holdings and VTI holding smaller weightings due to the larger amount of overall holdings in the fund.
Each of the two Vanguard ETFs has an expense ratio of 0.03%, which is on the lower side for ETFs and is cheaper than the 0.09% expense rate for the&nbsp;SPDR S&amp;P 500 ETF Trust&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>), which also tracks the S&amp;P 500 ETF Trust and trades similar to VOO.
ETF Performance: Due to their different holdings and tracking methods, the ETFs have turned in different performances over the years.
Read Also: <a href="https://www.benzinga.com/etfs/broad-u-s-equity-etfs/24/08/40337216/voo-vs-vti-here-are-the-key-differences-between-vanguard-us-stock-market-etfs-investor">VOO Vs. VTI: Here Are The Key Differences Between Vanguard US Stock Market ETFs Investors Should Know</a>
ETF Performance:&nbsp;With different indexes tracked and holdings, the ETFs have turned in different performances over the years.
Here's a look at the current performances of VOO vs. VTI and how the two ETFs stack up against SPY, which was the first U.S. ETF to ever launch, back in 1993.
<figure class="wp-block-table"> 
<table>
<tbody>
<tr>
<td></td>
<td>VOO</td>
<td>VTI</td>
<td>SPY</td>
</tr>
<tr>
<td>Year-to-Date Return</td>
<td>+19.3% </td>
<td>+18.0%</td>
<td>+19.3%</td>
</tr>
<tr>
<td>1-Year Return</td>
<td>+27.2%</td>
<td>+26.2% </td>
<td>26.9%</td>
</tr>
<tr>
<td>5-Year Return</td>
<td>+108.9% </td>
<td>+102.2%</td>
<td>+89.9%</td>
</tr>
<tr>
<td>10-Year Return </td>
<td>+237.5%</td>
<td>+219.4% </td>
<td>234.1%</td>
</tr>
</tbody>
</table>
</figure>
The Vanguard S&amp;P 500 ETF has slightly outperformed the SPDR S&amp;P 500 ETF Trust, likely the result of rebalancing timing and asset weighting. The ETF has also outperformed the Vanguard Total Stock Market ETF with large-cap stocks performing better than the overall market index based on the time periods above.
With rate cuts now a top consideration on the minds of investors, the Vanguard Total Stock Market ETF could attract inflows as it captures a higher weight of small cap stocks that could be set for a new leg higher. 
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/top-stories/24/08/40602271/ready-to-retire-on-a-single-magnificent-7-stock-poll-reveals-top-pick-and-its-not-apple">Ready To Retire On A Single Magnificent 7 Stock? Poll Reveals Top Pick —And It&#8217;s Not Apple</a></li>
</ul>
Image: Shutterstock

Education

VOO Vs. VTI: Which US Stock Market ETF Could Benefit More From Interest Rate Cuts?

Lyft, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LYFT#NASDAQ">LYFT</a>) stock is down after rival Uber Technologies, Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NYSE">UBER</a>) <a target="_blank" href="https://www.benzinga.com/markets/equities/24/09/40855784/uber-stock-spikes-as-ceo-praises-waymos-fully-autonomous-trips" rel="noreferrer noopener">extended its collaboration</a> with Waymo, formerly known as the Alphabet Inc (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 Self-Driving Car Project.
Uber and Waymo look to launch autonomous ride-hailing in Austin and Atlanta with Jaguar I-PACE vehicles by 2025 via the Uber app.
Uber has led with its diversified offering, including food delivery, freight, and same-day delivery services, gradually shedding its image as a ride-hailing company.
Uber reported <a target="_blank" href="https://www.benzinga.com/news/earnings/24/08/40187570/uber-q2-earnings-revenue-and-eps-beat-30m-trips-per-day-ceo-highlights-record-growth-and-more" rel="noreferrer noopener">fiscal second-quarter</a> 2024 topline growth of 16% to $10.70 billion, beating the&nbsp;analyst estimate of $10.57 billion. Revenue from Mobility grew to $6.13 billion, up 25%. Delivery&nbsp;was $3.29 billion, up 8%, and Freight was $1.27 billion.
Uber&#8217;s trips rose 21% to 2.8 billion, or 30 million per day, signaling a recuperation in rides on pandemic recovery.
Conversely, Lyft shared plans to <a target="_blank" href="https://www.benzinga.com/news/24/09/40705974/uber-rival-lyft-to-lay-off-1-of-employees-sell-assets-to-reduce-costs" rel="noreferrer noopener">lay off 1%</a> of its employees and dispose of assets related to its bike and scooter operations to contain operating costs.
Lyft had 2,945 employees as of December 31, 2023, after letting go of 1072 employees in April 2023.
Lyft reported <a target="_blank" href="https://www.benzinga.com/news/earnings/24/08/40221512/lyft-q2-earnings-active-riders-increase-10-gross-bookings-surge-17-introduces-price-lock-feature" rel="noreferrer noopener">second-quarter sales</a> growth of 41%, reaching $1.44 billion, beating the analyst consensus of $1.39 billion. Lyft&#8217;s rides grew by 15% year over year to 205 million.
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="750" height="650" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/09/13130212/newplot-11.png" alt="" class="wp-image-547492" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/09/13130212/newplot-11.png 750w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/09/13130212/newplot-11-300x260.png 300w" sizes="(max-width: 750px) 100vw, 750px" /></figure>
Uber stock is up 49% in the last 12 months. Lyft stock is down 0.18%.
Investors can gain exposure to Uber and Lyft through Vanguard Total Stock Market ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VTI#NYSE">VTI</a>) and iShares Russell 1000 Growth ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWF#NYSE">IWF</a>).
Price Action: LYFT stock is down 4.68% at $11.08 at the last check on Friday.
Photo Courtesy Lyft

News

GOOG

GOOGL

LYFT

UBER

What's Going On With Lyft Stock On Friday?

Advanced Micro Devices, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) client Oracle Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) acknowledged the chip designer gaining traction in the data center chip market for artificial intelligence despite Nvidia Corp&#8217;s moat.
Oracle cloud business executive Karan Batta <a target="_blank" href="https://www.theinformation.com/articles/oracle-exec-amd-gaining-favor-in-nvidia-dominated-market-for-ai-chips" rel="noreferrer noopener">told</a> the Information regarding customers&#8217; openness to multiple vendors for inference computing implying opportunities for AMD and rivals.
<a target="_blank" href="https://www.benzinga.com/news/24/09/40776199/amd-vs-nvidia-amds-surprising-strategy-shift-in-gaming-gpu-battle" rel="noreferrer noopener">Recent reports indicated</a> AMD is currently ditching the premium gaming GPU market for the mainstream and mid-range GPUs. The update followed after AMD hired Nvidia&#8217;s Keith Strier to helm AMD&#8217;s AI vision.&nbsp;
BofA Securities analyst Justin Post hailed the recent Oracle and Amazon.Com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) partnership. This partnership<a target="_blank" href="https://www.benzinga.com/news/24/09/40800539/amazon-and-oracle-partnership-unlocks-major-cloud-growth-opportunity-analyst-suggests" rel="noreferrer noopener"> offers cloud providers</a> a sizable opportunity to unlock demand for infrastructure and applications, which in turn implies demand for Nvidia and AMD AI chips.
Mai Capital Management portfolio manager&nbsp;Chris Grisanti, in a CNBC interview, cold-shouldered <a target="_blank" href="https://www.benzinga.com/news/24/09/40800236/nvidia-faces-investor-scrutiny-over-blackwell-chip-delays-big-revenue-expected-report" rel="noreferrer noopener">the recent semiconductor</a> and AI chip stock selloff, citing sustained AI ambitions of cash-rich Big Tech giants.
JPMorgan analyst Harlan Sur&nbsp;projects AMD&#8217;s revenue from data center GPUs to grow&nbsp;by&nbsp;$5 billion&nbsp;in the current&nbsp;fiscal year.
AMD stock gained 35% in the last 12 months. Investors can gain exposure to AMD through iShares Core S&amp;P 500 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IVV#NYSE">IVV</a>) and Vanguard Total Stock Market ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VTI#NYSE">VTI</a>).
Price Actions: AMD stock is up 2.32% at $156.15 at the last check Wednesday.
Photo by jamesonwu1972 via Shutterstock

AMZN

NVDA

ORCL

AMD Gains Ground in AI Chip Market, Oracle Exec Confirms Growing Demand: Report

Roblox Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RBLX#NYSE">RBLX</a>) announced multiple upcoming changes to encourage more traditional game developers. Techcrunch <a target="_blank" href="https://techcrunch.com/2024/09/06/roblox-introduces-new-earning-opportunities-for-creators-teases-generative-ai-project/'" rel="noreferrer noopener">cites</a> Roblox chief product officer Manuel Bronstein in an interview.
The online gaming company is looking to open up more opportunities for creators, including a project that will power generative AI creation on the platform.&nbsp;TechCrunch reports that Roblox proposed a "Price Optimization" tool to help developers identify the best price for in-experience purchases.&nbsp;
Creators will now receive 50% of the revenue for paid experiences worth $9.99, 60% for experiences worth $29.99, and 70% for experiences worth $49.99, TechCrunch cites from the annual Roblox Developers Conference Friday. The creators earn about 25% of the revenue for their paid experiences.&nbsp;
Roblox CEO and Co-Founder&nbsp;Dave Baszucki&nbsp;eyes 10% of the global video-game content market when it reaches 300 million daily active users by collaborating with Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>),&nbsp;Alphabet Inc (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>) and&nbsp;Tencent Holdings (OTC:<a class="ticker" href="https://www.benzinga.com/stock/TCEHY#OTC">TCEHY</a>),
Bloomberg <a target="_blank" href="https://www.bloomberg.com/news/articles/2024-09-06/roblox-aims-to-attract-10-of-180-billion-gaming-content-market?srnd=phx-technology&amp;sref=TBDibEcD" rel="noreferrer noopener">cites</a> from the conference.
Baszucki told Bloomberg that the gaming market accounts for $180 billion in content revenue annually.
Roblox also tapped&nbsp;Shopify Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SHOP#NYSE">SHOP</a>) to help users sell physical products through digital Roblox experiences.
The gaming company also revealed plans for a new program to price paid-access experiences on desktop versions in real currency.
Baszucki told Bloomberg that in 2023, Roblox paid over $800 million to its community of game developers.
Roblox's fiscal 2024 investor guidance of <a target="_blank" href="https://www.benzinga.com/news/earnings/24/08/40099661/robloxs-q2-earnings-31-topline-growth-increased-user-engagement-guidance-hike" rel="noreferrer noopener">$4.2 billion in bookings</a> is about 2% of the global gaming market, which Baszucki estimates currently at $160 billion and $180 billion, the Verge <a target="_blank" href="https://www.theverge.com/2024/9/6/24237685/robloxs-ceo-on-getting-to-1-billion-users" rel="noreferrer noopener">reports</a>. Baszucki told Verge its ambition is to reach 1 billion users, citing that Roblox could beat the entire AAA game industry.
Roblox stock gained 53% in the last 12 months. Investors can gain exposure to the stock through Vanguard Mid-Cap ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VO#NYSE">VO</a>) and Vanguard Total Stock Market ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VTI#NYSE">VTI</a>).
Price Action: RBLX stock is up 1.79% at $44.42 premarket at the last check Monday.
Photo via Shutterstock

AAPL

RBLX

SHOP

TCEHY

Roblox Targets 1B Users, Boosting Growth Through Apple, Alphabet, and Shopify Collaborations

Undeterred by early August volatility, investors poured a staggering $75 billion into U.S. exchange-traded funds in August, a fivefold increase compared to the <a href="https://www.benzinga.com/etfs">same period last year.</a>
According to Bloomberg data, the strong August inflows into ETFs have pushed the year-to-date total to over $600 billion, putting 2024 on track to potentially challenge the all-time record of $911 billion in inflows, set in 2021 — a year before the Federal Reserve initiated its rate hike cycle.
Athanasios Psarofagis, an ETF analyst at Bloomberg Intelligence, highlighted that investors took advantage of the early August market dip to increase their equity ETF holdings. Additionally, there was a notable surge in demand for bond-related ETFs and small-cap ETFs as investors anticipate the start of the Federal Reserve's rate cuts.
<h3 class="wp-block-heading">ETF Market Nears $10 Trillion In Total Value</h3>
Bloomberg data reveals the total value of ETFs is approaching the $10-trillion mark, representing nearly one-third of the total value of all investment funds in circulation. Passive ETFs dominate this space with $8.7 trillion in assets, while actively managed ETFs have grown by 30% this year to $783 billion.
Both fixed-income and equity ETFs have seen strong inflows, with fixed-income products attracting $187 billion and equity ETFs $367 billion so far in 2024. 
Todd Sohn, an ETF strategist at Strategas, said bond ETFs have particularly benefited from an array of new offerings, including actively managed funds. Bond ETFs have attracted $100 billion over the last three months, surpassing the inflows seen during the early pandemic-recovery period in 2020.
Bitcoin-based ETFs have also gained traction, with net inflows exceeding $17 billion so far this year. Leveraged and inverse funds based on single companies have accumulated more than $9 billion in assets.
<h3 class="wp-block-heading">Top 5 ETFs By Inflows In August 2024</h3>
The following U.S.-listed ETFs saw the largest inflows of capital in August 2024:
<figure class="wp-block-table is-style-stripes"> 
<table>
<thead>
<tr>
<th>Fund</th>
<th>Fund flows in August 2024</th>
</tr>
</thead>
<tbody>
<tr>
<td>Vanguard S&amp;P 500 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VOO#NYSE">VOO</a>)</td>
<td>$5.964 bn</td>
</tr>
<tr>
<td>Vanguard Information Tech ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VGT#NYSE">VGT</a>)</td>
<td>$3.906 bn</td>
</tr>
<tr>
<td>iShares 20+ Year Treasury Bond ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TLT#NASDAQ">TLT</a>)</td>
<td>$3.038 bn</td>
</tr>
<tr>
<td>iShares Core S&amp;P 500 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IVV#NYSE">IVV</a>)</td>
<td>$2.49 bn</td>
</tr>
<tr>
<td>Vanguard Total Stock Market ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VTI#NYSE">VTI</a>)</td>
<td>$2.358 bn</td>
</tr>
</tbody>
</table>
<figcaption class="wp-element-caption">Data: TradingView (as of Sept. 3)</figcaption></figure>
<h3 class="wp-block-heading">Year-To-Date ETF Inflow Leaders</h3>
Year-to-date, the top five ETFs by inflows are:
<figure class="wp-block-table is-style-stripes"> 
<table>
<thead>
<tr>
<th>Fund</th>
<th>YTD fund flows</th>
</tr>
</thead>
<tbody>
<tr>
<td>Vanguard S&amp;P 500 ETF</td>
<td>$60.648 bn</td>
</tr>
<tr>
<td>iShares Core S&amp;P 500 ETF</td>
<td>$43.532 bn</td>
</tr>
<tr>
<td>Vanguard Total Stock Market ETF</td>
<td>$21.098 bn</td>
</tr>
<tr>
<td>Invesco QQQ Trust, Series 1 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>)</td>
<td>$19.329 bn</td>
</tr>
<tr>
<td>iShares Core U.S. Aggregate Bond ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AGG#NYSE">AGG</a>)</td>
<td>$14.152 bn</td>
</tr>
</tbody>
</table>
<figcaption class="wp-element-caption">Data: TradingView (as of Sept. 3)</figcaption></figure>
Read Next:
<ul>
<li><a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/09/40689742/goldman-sachs-bullish-on-gold-wall-street-giant-targets-2-700-by-early-2025-driven-">Goldman Sachs Bullish On Gold: Wall Street Giant Targets $2,700 By Early 2025, Driven By Geopolitical Risks, Fed Rate Cuts</a></li>
</ul>
Photo via Shutterstock.

US ETFs Attract $75 Billion In August, Push 2024 Inflows Over $600 Billion: 7 Investor Favorite Funds

Palantir Technologies Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NYSE">PLTR</a>) chief Alex Karp is in no mood to play the apology card or be politically correct for its military, police, and U.S. Immigration and Customs Enforcement services despite facing massive flak and protests.
&#8220;If you have a reputation for talking about what the pope says when you meet him,&#8221; Mr. Karp explained, &#8220;you&#8217;ll never meet the pope again,&#8221; TechCrunch <a target="_blank" href="https://techcrunch.com/2024/08/17/palantir-ceo-alex-karp-is-not-going-to-apologize-for-military-work/" rel="noreferrer noopener">cites</a> from a New York Times interview.
Karp acknowledged the company&#8217;s consistent pro-Western view despite polarising views regarding the appeasement of Iran, Russia, and China.
Karp refused to apologize for defending the U.S. government on the border or offering its product to Ukraine or Israel. Per the interview, he has no qualms about protecting the Special Ops and bringing the people home.
Karp stood out for supporting President Joe Biden despite being criticized for handling the border and his overreliance on Hollywood elites, the New York Times <a target="_blank" href="https://www.nytimes.com/2024/08/17/style/alex-karp-palantir.html" rel="noreferrer noopener">reports</a>. Interestingly, Karp is supporting Vice President Kamala Harris.
Karp also maintained his pro-artificial intelligence stance, indispensable to preventing AI abuse.
In August, Palantir <a target="_blank" href="https://www.benzinga.com/news/earnings/24/08/40172453/palantir-q2-earnings-revenue-beat-eps-beat-customer-count-up-41-driven-by-strength-in-us-commercial" rel="noreferrer noopener">reported second-quarter</a> revenue of $678.13 million, up 27% year-over-year, topping the&nbsp;analyst consensus of $652.1 million.
Commercial revenue grew 33% year-over-year. Government revenue climbed 23% year-over-year.
Wedbush Securities analyst&nbsp;Dan Ives hailed Palantir as the <a target="_blank" href="https://www.benzinga.com/trading-ideas/technicals/24/08/40318702/palantirs-ai-triumph-is-a-new-bull-market-on-the-horizon" rel="noreferrer noopener">&#8220;Messi of AI,&#8221;</a> while Cathie Wood&#8217;s Ark Invest expanded exposure to the stock.
Palantir Technologies stock has surged over 121% in the last 12 months. Investors can gain exposure to the stock through Vanguard Mid-Cap ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VO#NYSE">VO</a>) and Vanguard Total Stock Market ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VTI#NYSE">VTI</a>).
Price Action: PLTR stock was trading higher by 1.50% to $32.56 premarket at the last check on Monday.
Photo by Spyro the Dragon on Shutterstock

Management

PLTR

Palantir's Alex Karp Defends Military Partnerships, Stands Firm on Pro-Western Stance: Report

Investors have thousands of options when it comes to investing in exchange-traded funds, including those that mirror broad U.S. stock market indexes like the<a href="https://www.benzinga.com/topic/s-p-500-index"> S&amp;P 500 Index.</a>
Here's a look at key differences between the Vanguard S&amp;P 500 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VOO#NYSE">VOO</a>) and the Vanguard Total Stock Market ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VTI#NYSE">VTI</a>).
VOO ETF Vs. VTI ETF: The Vanguard S&amp;P 500 ETF <a href="https://investor.vanguard.com/investment-products/etfs/profile/voo">tracks </a>the S&amp;P 500 Index and holds around 500 stocks, with a current large weighting of the <a href="https://www.benzinga.com/topic/magnificent-seven">Magnificent Seven stocks.</a>
The Vanguard Total Stock Market ETF <a href="https://investor.vanguard.com/investment-products/etfs/profile/vti">tracks </a>the CRSP U.S. Total Market Index and holds 3,674 stocks at the time of writing.
The VOO is weighted by market capitalization for the 500 largest U.S. public companies, while the VTI includes stocks outside the S&amp;P 500.
Here are the top 10 holdings of the two ETFs:
<figure class="wp-block-table"> 
<table>
<tbody>
<tr>
<td>VOO Top 10 Holdings, Fund Weighting</td>
<td>VTI Top 10 Holdings, Fund Weighting</td>
</tr>
<tr>
<td>Microsoft (MSFT), 7.2% </td>
<td>Microsoft (MSFT), 6.3% </td>
</tr>
<tr>
<td>NVIDIA (NVDA), 6.6% </td>
<td>Apple (AAPL), 5.9% </td>
</tr>
<tr>
<td>Apple (AAPL), 6.6% </td>
<td>NVIDIA (NVDA), 5.5% </td>
</tr>
<tr>
<td>Amazon (AMZN), 3.9% </td>
<td>Amazon (AMZN), 3.5% </td>
</tr>
<tr>
<td>Meta Platforms (META), 2.4% </td>
<td>Meta Platforms (META), 2.1% </td>
</tr>
<tr>
<td>Alphabet Class A (GOOGL), 2.3% </td>
<td>Alphabet Class A (GOOGL), 2.1% </td>
</tr>
<tr>
<td>Alphabet Class C (GOOG), 2.0% </td>
<td>Alphabet Class C (GOOG), 1.7% </td>
</tr>
<tr>
<td>Berkshire Hathaway (BRK.B), 1.6% </td>
<td>Eli Lilly (LLY), 1.5% </td>
</tr>
<tr>
<td>Eli Lilly (LLY), 1.6% </td>
<td>Broadcom (AVGO), 1.4% </td>
</tr>
<tr>
<td>Broadcom (AVGO), 1.5% </td>
<td>Berkshire Hathaway (BRK.B), 1.4% </td>
</tr>
</tbody>
</table>
</figure>
As investors can see, the top 10 holdings are the same across both funds. The difference is the weighting, with the VOO more heavily concentrated among its top 10 holdings and VTI holding smaller weightings due to the larger amount of overall holdings in the fund.
The top sectors represented by the VOO ETF are: 
<ul>
<li>Information Technology (32.5%)</li>
<li>Financials (12.4%)</li>
<li>Health Care (11.7%). </li>
</ul>
Compare that to the VTI ETF, which has the largest weighting for: 
<ul>
<li>Technology (35.2%)</li>
<li>Consumer Discretionary (13.8%) and </li>
<li>Industrials (12.1%).</li>
</ul>
Each of the two Vanguard ETFs has an expense ratio of 0.03%, which is on the lower side for ETFs and is cheaper than the 0.09% expense rate for the SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>), which also tracks the S&amp;P 500 ETF Trust and trades similar to VOO.
Read Also: <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/07/39676340/market-correction-highly-likely-before-2024-election-says-morgan-stanley-cio">Market Correction &#8216;Highly Likely&#8217; Before 2024 Election, Says Morgan Stanley CIO</a>
ETF Performance: With different indexes tracked and holdings, the ETFs have turned in different performances over the years.
Here's a look at the current performances of VOO vs. VTI and how the two ETFs stack up against SPY, which is one of the largest ETFs and the first U.S. ETF to ever launch, back in 1993.
<figure class="wp-block-table"> 
<table>
<tbody>
<tr>
<td></td>
<td>VOO</td>
<td>VTI</td>
<td>SPY</td>
</tr>
<tr>
<td>Year-to-Date Return</td>
<td>+12.2% </td>
<td>+11.0%</td>
<td>+12.2%</td>
</tr>
<tr>
<td>1-Year Return</td>
<td>+19.7% </td>
<td>+18.2% </td>
<td>+19.6%</td>
</tr>
<tr>
<td>5-Year Return</td>
<td>+85.2% </td>
<td>+79.2%</td>
<td>+85.1%</td>
</tr>
<tr>
<td>10-Year Return </td>
<td>+173.1% </td>
<td>+155.0%</td>
<td>+167.7%</td>
</tr>
</tbody>
</table>
</figure>
The Vanguard S&amp;P 500 ETF has slightly outperformed the SPDR S&amp;P 500 ETF Trust, likely the result of rebalancing timing and asset weighting. The ETF has also outperformed the Vanguard Total Stock Market ETF with large-cap stocks performing better than the overall market index based on the time periods above. 
For investors, the main consideration between VOO and VTI is how much exposure to large-cap stocks versus all the stock sizes offered on stock exchanges.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/exclusives/24/08/40285533/exclusive-which-magnificent-7-stock-could-best-weather-a-recession-benzinga-readers-split-on-pick-wi">EXCLUSIVE &#8211; Which Magnificent 7 Stock Could Best Weather A Recession? Benzinga Readers Split On Pick, With A Tie For The Win</a></li>
</ul>
 Image: Shutterstock

AVGO

MSFT

VOO Vs. VTI: Here Are The Key Differences Between Vanguard US Stock Market ETFs Investors Should Know

Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) has seen its market value decline by $900 billion since its peak in June 2024, despite the ongoing surge in artificial intelligence (AI) spending.
While this drop might suggest a cooling of the AI boom that propelled Nvidia to its heights, the underlying trends tell a different story.
U.S. Big Tech giants led by Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), Amazon.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), Alphabet Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>), and Meta Platforms Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>), which represent over 40% of Nvidia&#8217;s revenue, have all committed to continued investment in AI infrastructure, Bloomberg <a target="_blank" href="https://www.bloomberg.com/news/articles/2024-08-08/nvidia-has-lost-900-billion-even-as-ai-spending-plans-ramp-up?sref=TBDibEcD" rel="noreferrer noopener">reports</a>. Nvidia stock is trading up on Friday.
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="750" height="650" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/08/09041454/newplot-7.png" alt="" class="wp-image-486190" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/08/09041454/newplot-7.png 750w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/08/09041454/newplot-7-300x260.png 300w" sizes="(max-width: 750px) 100vw, 750px" /></figure>
Also Read: <a target="_blank" href="https://www.benzinga.com/news/24/08/40227015/nvidia-greenlights-samsungs-fifth-gen-hbm3e-chips-for-ai-processors-report" rel="noreferrer noopener">Nvidia Greenlights Samsung&#8217;s Fifth-Gen HBM3E Chips for AI Processors: Report</a>
Super Micro Computer Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>), a company that manufactures <a target="_blank" href="https://www.benzinga.com/news/24/08/40230388/super-micro-shows-margin-weakness-despite-strong-ai-demand-analyst" rel="noreferrer noopener">data center servers used</a> in AI applications, recently projected sales could reach up to $30 billion over the next year, surpassing analyst expectations.
Key Nvidia supplier Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) saw its revenue surge by 45% in July, outpacing the growth rate from the June quarter.
Analysts forecast Taiwan Semiconductor&#8217;s third-quarter revenue to rise by 37%, and the strong July performance indicates that TSMC might exceed these projections, Bloomberg <a target="_blank" href="https://www.bloomberg.com/news/articles/2024-08-09/tsmc-sales-grow-45-in-july-on-strong-ai-chip-demand?srnd=citylab&amp;sref=TBDibEcD" rel="noreferrer noopener">reports</a>.
Rhys Williams, chief strategist at Wayve Capital Management LLC, told Bloomberg that companies have yet to reduce their AI spending or report issues with their AI initiatives.
Srini Pajjuri, managing director and senior research analyst at Raymond James, told Bloomberg the uncertainty surrounding the monetization of AI and questioned how long companies can sustain this level of spending without straightforward returns.
Ken Mahoney, president and CEO of Mahoney Asset Management, told Bloomberg that the recent selloff has brought Nvidia&#8217;s valuation down to about 30 times forward earnings, potentially making it more attractive to long-term investors.
Nvidia stock has increased by over 135% in the last 12 months despite losing 22% in the last 30 days. Investors can gain exposure to Nvidia through the iShares Core S&amp;P 500 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IVV#NYSE">IVV</a>) and the Vanguard Total Stock Market ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VTI#NYSE">VTI</a>).
Price Action: NVDA shares traded higher by 1.29% at $106.32 premarket at last check Friday.
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo:Shutterstock

SMCI

What's Going On With Nvidia Stock On Friday?

Starbucks Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SBUX#NASDAQ">SBUX</a>) shares were trading lower Tuesday but bounced back as the coffee giant grappled with technical difficulties within its mobile ordering system.
What Happened: The Starbucks app displayed a message instructing customers to place orders in person after some 1,400 users reported issues by 9 a.m. in New York, according to Downdetector.
Attempts at mobile ordering by users in Chicago, New York, Tampa, Boston, Atlanta, and Ottawa encountered a "system error" earlier in the day.
Baristas in New York and Chicago mentioned that they had not been informed of the cause by 11:30 a.m, reported <a href="https://www.bloomberg.com/news/articles/2024-07-30/harris-team-sees-expanded-electoral-map-in-race-against-trump?srnd=homepage-asia&amp;sref=TBDibEcD">Bloomberg</a>.
Starbucks scheduled a buy-one-get-one-free promotion from noon to 6 p.m. on Tuesday, as detailed in a promotional email sent to rewards members.
Also Read: <a href="https://www.benzinga.com/markets/equities/24/07/39820627/starbucks-and-mercedes-benz-rev-up-ev-charging-along-i-5-a-green-drive-from-canada-to-mexico">Starbucks and Mercedes-Benz Rev Up EV Charging Along I-5: A Green Drive from Canada to Mexico</a>
Why It Matters: The incident marks the second time this month that Starbucks has experienced problems with its mobile app, <a href="https://www.benzinga.com/news/24/07/39942367/crowdstrike-admits-bug-caused-massive-global-it-outages">following the significant</a> Crowdstrike Holdings Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWD#NASDAQ">CRWD</a>) IT outage that also disrupted mobile orders.
Starbucks is set to announce its fiscal third-quarter results on Tuesday. The company is under increased scrutiny to <a href="https://www.benzinga.com/news/24/05/38597557/starbucks-ceos-dilemma-unfolds-with-stock-performance-falling-sales">enhance its performance </a>after an <a href="https://www.benzinga.com/news/24/07/39867157/why-are-starbucks-shares-trading-higher-today">activist investor took a significant stake</a>.
Starbucks stock has lost about 26% in the last 12 months. 
To boost demand, the company has been rolling out discounts more frequently following a notable decline in orders earlier this year.
Price Action: Investors can gain exposure to the stock via Consumer Discretionary Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLY#NYSE">XLY</a>) and Vanguard Total Stock Market Index Fund ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VTI#NYSE">VTI</a>).
SBUX shares are trading up by 0.46% at $75.54 at last check Tuesday.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/markets/cannabis/24/07/39586079/starbucks-sues-ny-weed-retailer-for-trademark-infringement-over-starbuds-logo">Starbucks Sues NY Weed Retailer For Trademark Infringement Over &#8216;Starbuds&#8217; Logo</a></li>
</ul>
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

General

CRWD

SBUX

Select Sector SPDR-Consumer Discretionary

What's Going On With Starbucks Shares On Tuesday? Coffee Retailer Is Under Scrutiny Ahead Of Earnings

Affirm Holdings Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AFRM#NASDAQ">AFRM</a>) faces regulatory changes as the Consumer Financial Protection Bureau (CFPB) plans to extend credit card protections to the &#8220;buy now, pay later&#8221; (BNPL) industry.
The CFPB&#8217;s interpretive rule, effective July 30, mandates that BNPL firms offer dispute resolution, refunds for canceled purchases, and regular billing statements similar to those required for credit card customers.
A trade group representing BNPL companies, including Affirm, has requested a delay in implementing the rule, which aims to align consumer protections across financial sectors, Bloomberg Law <a target="_blank" href="https://news.bloomberglaw.com/banking-law/buy-now-pay-later-providers-seek-more-prep-time-for-cfpb-rule" rel="noreferrer noopener">reports</a>.
Also Read: <a target="_blank" href="https://www.benzinga.com/news/24/07/39736107/why-affirm-stock-is-trading-higher-on-thursday" rel="noreferrer noopener">Affirm Partners with RONA to Offer Buy Now, Pay Later Options in Canada</a>
Affirm Holdings, which gained 88% in the last 12 months, has had its share of challenges this year.
Earlier in July, <a target="_blank" href="https://www.benzinga.com/news/24/07/39594082/affirm-card-users-data-compromised-in-evolve-bank-cybersecurity-breach-report" rel="noreferrer noopener">the company disclosed</a> a cybersecurity breach, stemming from an incident at Evolve Bank and Trust in Arkansas.
The personal information of Affirm card users was compromised and appeared on the dark web following the breach last week. Evolve Bank confirmed the incident with Reuters but assured them Affirm&#8217;s systems remained secure.
Investors can gain exposure to Affirm Holdings through Vanguard Small-Cap ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VB#NYSE">VB</a>) and Vanguard Total Stock Market ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VTI#NYSE">VTI</a>).
<h2 class="wp-block-heading">AFRM Stock Prediction For 2024</h2>
An investor can make a few decisions when deciding whether a stock is a good buy. In addition to valuation metrics and price action which you can find on Benzinga's quote pages &#8211; like <a href="https://www.benzinga.com/quote/AFRM">Affirm Holdings</a>&#8216;s page for example &#8211; there are factors like whether or not a company pays a dividend or buys a large portion of its stock each quarter.
These are known as capital allocation programs. Affirm does not pay a dividend, but obviously has a few ways it can return value to shareholders. Feel free to search Benzinga's <a href="https://www.benzinga.com/calendars/dividends">dividend calendar</a> for the next company that is due to pay a dividend and determine what kind of yield you can earn for holding a share of the company.
For example, if you're looking to earn an annualized return of 12.72%, you'll need to buy a share of Dynex Cap by the Jul. 23, 2024. Once done, you can expect to receive a nominal payout of $0.13 on Aug. 1, 2024.
Buyback programs are obviously different and highly variable. A company can approve a buyback program and purchase shares as it sees fit over the course of time in which the buyback was authorized. Looking through the latest news on <a href="https://www.benzinga.com/quote/AFRM">Affirm Holdings</a> will often yield whether or not the company has approved a buyback program recently. Buyback programs usually serve as a support for share prices, serving as a backstop for demand.
Price Action: AFRM shares were trading higher by 1.53% at $32.59 at&nbsp;the last check on Tuesday.
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo via Company

Government

Regulations

AFRM

Affirm Faces Regulatory Shake-Up with New CFPB Rules

Salesforce, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>) reportedly cut around 300 roles to streamline operations, highlighting the tech industry&#8217;s ongoing focus on cost control.
The company made the job cuts this month, reported <a target="_blank" href="https://www.bloomberg.com/news/articles/2024-07-15/salesforce-cuts-about-300-jobs-in-latest-sign-of-tech-austerity" rel="noreferrer noopener">Bloomberg</a>, citing a source familiar with the matter. In a statement, Salesforce confirmed the job reductions but did not provide specifics, per the report.
&#8220;Like any healthy business, we continuously assess whether we have the right structure in place to best serve our customers and fuel growth areas,&#8221; the report cited a spokesperson. &#8220;In some cases that leads to roles being eliminated.&#8221;
In January 2024, Salesforce laid off close to 700 employees, about 1% of its 70,000-strong workforce, following a previous reduction of 10% or <a target="_blank" href="https://www.benzinga.com/news/24/01/36798167/salesforce-cuts-700-jobs-in-streamlining-effort-yet-eyes-growth-with-1-000-open-roles" rel="noreferrer noopener">around&nbsp;8,000 workers in 2023</a>.&nbsp;
At the end of January, Salesforce had 72,682 employees.
Salesforce stock gained over 10% in the last 12 months. Investors can gain exposure to the stock via&nbsp;Vanguard S&amp;P 500 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VOO#NYSE">VOO</a>) and&nbsp;Vanguard Total Stock Market ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VTI#NYSE">VTI</a>).
Several tech companies disclosed headcount reductions this month, with Intuit Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTU#NASDAQ">INTU</a>) laying off about 1,800 employees and closing <a target="_blank" href="https://www.benzinga.com/markets/equities/24/07/39713891/why-software-company-intuits-shares-are-trading-lower-today" rel="noreferrer noopener">its Boise and Edmonton sites</a>.
Also, in July, UiPath Inc.&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PATH#NYSE">PATH</a>) revealed plans for restructuring actions to manage its operating expenses, <a target="_blank" href="https://www.benzinga.com/news/24/07/39694378/uipath-to-cut-workforce-by-10" rel="noreferrer noopener">including a&nbsp;10% workforce reduction</a>.
Another tech giant, Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), carried out another round of layoffs, <a target="_blank" href="https://www.benzinga.com/markets/equities/24/07/39632988/microsoft-carries-out-another-round-of-layoffs-across-teams-and-geographies-third-this-year-so-f" rel="noreferrer noopener">affecting various teams and regions</a>.
Notably, the number of employees laid off in the tech sector increased by 304% in January 2024 as <a target="_blank" href="https://www.benzinga.com/markets/equities/24/01/36874447/tech-layoffs-up-over-300-month-over-month-in-january-3-companies-with-the-most-employees-laid-of" rel="noreferrer noopener">compared to December 2023</a>.
Price Action: CRM shares are down 0.02% at $252.81 premarket at the last check Tuesday.
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo via Shutterstock

Large Cap

INTU

PATH

Salesforce Slashes 300 Jobs, Emphasizes Cost Control Amid Tech Slowdown: Report

Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) is trading lower Tuesday amid reports that the company faces antitrust charges <a target="_blank" href="https://www.benzinga.com/government/24/07/39580561/whats-going-on-with-nvidia-semiconductor-peers-monday" rel="noreferrer noopener">from French regulators</a>.
These charges follow dawn raids conducted last September, which resulted in formal objections and a charge sheet against Nvidia.
Meanwhile, on a positive note, Nvidia supplier Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) plans to significantly <a target="_blank" href="https://www.benzinga.com/news/24/07/39595609/whats-going-on-with-taiwan-semi-stock-on-tuesday" rel="noreferrer noopener">boost its capital expenditures</a> in 2025 due to high demand and progress in its 2nm technology. Industry reports indicate TSMC's capital spending will rise between $32 billion and $36 billion.
Nvidia has more reasons to be happy as <a target="_blank" href="https://www.benzinga.com/government/24/07/39592660/biden-administration-pumps-504m-to-boost-ai-chip-innovation-in-tech-hubs" rel="noreferrer noopener">the Biden administration</a> announced a $504 million funding package to support 12 regional technology hubs across the U.S.
The funds provided by the Department of Commerce aim to boost research in AI, semiconductor manufacturing, and clean energy.
Recipients include technology hubs in New York, Florida, Nevada, and South Carolina, and benefits will also be extended to parts of Georgia.
Analysts have praised Nvidia, citing robust demand for its Hopper builds. They expect continued strength as the H100 transitions to the H200.
Nvidia shares gained 188% in the last 12 months. Investors can gain exposure to the stock via Vanguard Total Stock Market ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VTI#NYSE">VTI</a>) and SPDR Select Sector Fund &#8211; Technology (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLK#NYSE">XLK</a>).
NVDA&nbsp;Price Action: Nvidia shares traded lower by 1.84% to $122.02 at the last check Tuesday.
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo via Wikimedia Commons

What's Going On With Nvidia Stock On Tuesday?

AST SpaceMobile, Inc&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASTS#NASDAQ">ASTS</a>) <a href="https://www.benzinga.com/pressreleases/24/06/b39477726/ast-spacemobile-announces-executive-leadership-team-for-next-phase-of-accelerated-growth" target="_blank" rel="noreferrer noopener">leadership shakeup</a> helped boost its stock price 5.65% to $11.61 at last check Wednesday.
Andrew Johnson will take on the additional role of Chief Financial Officer while continuing as Chief Legal Officer. 
Johnson joined AST SpaceMobile in May from 3D Systems Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DDD#NYSE">DDD</a>), where he served in various senior roles.
AST SpaceMobile CEO Abel Avellan expressed gratitude to Sean Wallace, the outgoing CFO, for his leadership and contributions during a critical period of R&amp;D and strategic partnerships.
Scott Wisniewski will add the role of President to his responsibilities as Chief Strategy Officer.
Wisniewski will oversee commercialization efforts, product development, regulatory affairs, and ensure a seamless transition from strategy to execution for the AST SpaceMobile network.
Shanti Gupta, currently Chief Accounting Officer, will be promoted to Chief Operating Officer. 
Price Action: AST SpaceMobile stock gained over 72% in the last 12 months. Investors can gain exposure to the stock via Vanguard Total Stock Market ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VTI#NYSE">VTI</a>) and Tidal Trust II YieldMax Ultra Option Income Strategy ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ULTY#NYSE">ULTY</a>).
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

ASTS

ULTY

What's Going On With Satellite Company AST SpaceMobile Stock Wednesday?

Fiserv, Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FI#NYSE">FI</a>) announced that Takis Georgakopoulos will <a target="_blank" href="https://www.benzinga.com/pressreleases/24/06/b39421320/fiserv-appoints-takis-georgakopoulos-as-senior-advisor-and-member-of-the-management-committee" rel="noreferrer noopener">join the company</a> as a Senior Advisor, Executive Vice President, and a member of the Management Committee, effective September 3, 2024.
Georgakopoulos brings extensive experience in payment solutions and merchant services. He most recently served as Global Head of Payments at JP Morgan Chase &amp; Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JPM#NYSE">JPM</a>), overseeing all aspects of the business, including technology, product, sales, and operations. Before JP Morgan, he was a partner at McKinsey &amp; Company in New York.
In April, Fiserv reported&nbsp;<a target="_blank" href="https://www.benzinga.com/news/earnings/24/04/38381424/fiserv-reports-strong-first-quarter-results-raises-full-year-outlook" rel="noreferrer noopener">fiscal first-quarter</a> revenue growth of 7%&nbsp;year-on-year&nbsp;to $4.88 billion, beating the analyst consensus estimate of $4.57 billion. Adjusted EPS of $1.88 beat the&nbsp;analyst consensus estimate of $1.79.
Fiserv&nbsp;reiterated fiscal 2024 organic revenue growth of 15%-17% and raised the adjusted EPS outlook in April.
Fiserv stock has gained over 25% in the last 12 months.&nbsp;Investors can gain exposure to the stock via Vanguard Total Stock Market ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VTI#NYSE">VTI</a>) and Vanguard S&amp;P 500 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VOO#NYSE">VOO</a>).
Price Action: FI shares were down 0.33% at $149.45 at last check Friday.
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo via Shutterstock

Fiserv Welcomes Former JP Morgan Executive Takis Georgakopoulos As Senior Advisor: Details

FactSet Research Systems Inc&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FDS#NYSE">FDS</a>)&nbsp;reported third-quarter fiscal 2024 sales growth of 4.3% Y/Y to $552.708 million versus the <a target="_blank" href="https://www.benzinga.com/pressreleases/24/06/g39429780/factset-reports-results-for-third-quarter-2024" rel="noreferrer noopener">analyst&nbsp;consensus estimate of $552.712 million</a>.&nbsp;
Organic revenue rose 4.5% Y/Y to $553.43 million, aided by institutional asset managers, asset owners, partners, and corporates.
Adjusted EPS of $4.37 beat the&nbsp;<a target="_blank" href="https://www.benzinga.com/calendars/earnings" rel="noreferrer noopener">analyst consensus estimate of $3.90</a>. The stock price gained after the print.
As of May-end, the client count was 8,029, a net increase of 9 clients in the past three months, primarily driven by wealth, corporates, and partners. The count includes clients with ASV of $10,000 and more.
Adjusted operating margin improved to 39.4% (+340 bps Y/Y).&nbsp;Adjusted EBITDA increased to $239.9 million, up 16.9% due to higher operating income.
The company held $522.03 million in cash and equivalents as of May 31, 2024.&nbsp;
CEO Phil Snow said, &#8220;We maintain an optimistic outlook as we further invest in our platform and harness the power of generative AI to accelerate our clients&#8217; efficiency and decrease their total cost of ownership.&#8221;
FY24 Outlook:&nbsp;FactSet&nbsp;revised the fiscal 2024 revenue outlook to $2.18 billion &#8211; $2.19 billion (<a target="_blank" href="https://www.benzinga.com/news/earnings/24/03/37873636/why-is-factset-research-systems-stock-trading-lower-thursday" rel="noreferrer noopener">prior $2.20 billion – $2.21 billion</a>) vs. $2.20 billion estimate and adjusted EPS of $16.00 &#8211; $16.40 (prior $15.60 – $16.00) vs.&nbsp;<a target="_blank" href="https://www.benzinga.com/calendars/guidance" rel="noreferrer noopener">consensus of $15.98</a>.
The company revised adjusted operating margin guidance to 37.0% &#8211; 37.5% (prior 36.3% – 36.7%).
FDS stock lost close to 4% in the last 12 months. Investors can gain exposure to the stock via&nbsp;Vanguard Total Stock Market ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VTI#NYSE">VTI</a>) and Vanguard Mid-Cap ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VO#NYSE">VO</a>).
Price Action: FDS shares traded higher by 3.92% at $424.35 premarket at the last check Friday.

Earnings

Guidance

FactSet Reports Impressive Q3 Growth, CEO Highlights AI Investment for Boosting Client Efficiency

Microchip Technology (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MCHP#NASDAQ">MCHP</a>) stock saw some redemption Friday after a selloff on Thursday.
The chipmaker announced that its <a target="_blank" href="https://www.benzinga.com/pressreleases/24/06/g39409094/microchip-adds-military-standard-enhanced-low-dose-radiation-sensitivity-eldrs-qualification-to-it" rel="noreferrer noopener">portfolio of JAN transistors</a> is now tested and qualified for Military-Standard Enhanced Low Dose Radiation Sensitivity (ELDRS) requirements.
The military-grade transistors are designed to withstand varying levels of radiation exposure and are part of the Joint Army Navy (JAN) designation system.
Also Read: <a target="_blank" href="https://www.benzinga.com/analyst-ratings/analyst-color/24/05/38651469/thanks-to-apple-this-analyst-is-optimistic-on-arm-microchip-technology-and-more-ahe" rel="noreferrer noopener">Thanks To Apple, This Analyst Is Optimistic On ARM, Microchip Technology And More Ahead Of Earnings</a>
Microchip&#8217;s legacy in aerospace and defense spans 60 years, with dedicated fabs in Ennis, Ireland, and Lawrence, Massachusetts.
The Ennis fab is a MIL-PRF-19500 screening and reliability testing facility, while the Lawrence fab is DLA Certified and capable of conducting in-house ELDRS to MIL-STD-750, Test Method 1019. These facilities allow customers to test components to the designated Radiation Hardness Assurance (RHA) level based on program needs.
<a target="_blank" href="https://www.benzinga.com/analyst-ratings/analyst-color/24/05/39012060/whats-going-on-with-microchip-and-nxp-semiconductors-stocks-friday" rel="noreferrer noopener">Analysts anticipate a</a> rebound in the analog industry as inventories reach their peak and utilization decreases throughout the supply chain, even with the lingering issue of rising fab capacity and supply.
Microchip stock gained over 7% in the last 12 months. Investors can gain exposure to the stock via Vanguard Total Stock Market ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VTI#NYSE">VTI</a>) and SPDR Select Sector Fund &#8211; Technology (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLK#NYSE">XLK</a>).
Price Action: MCHP shares traded higher by 2.00% at&nbsp;$90.80 premarket at the last check Friday.
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Movers

MCHP

What's Going On With Microchip Technology Stock Friday?

Tech companies launch new generative AI features every day, but it&#8217;s unclear if anyone is willing to pay for them. One notable example is Salesforce Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>), which has integrated AI tools to craft pitches and automate various tasks. Despite the innovative additions, these efforts have yet to generate much revenue, Bloomberg <a target="_blank" href="https://www.bloomberg.com/news/newsletters/2024-06-19/salesforce-workday-struggle-to-make-money-from-boom-in-ai-demand?sref=TBDibEcD" rel="noreferrer noopener">reports</a>.
Also Read: <a target="_blank" href="https://www.benzinga.com/analyst-ratings/analyst-color/24/05/39096070/salesforce-stock-tumbled-but-many-analysts-maintain-long-term-optimism-despite-q1-s" rel="noreferrer noopener">Salesforce Stock Tumbled, But Many Analysts Maintain Long Term Optimism Despite Q1 Setback, Eye AI Growth</a>
For most big application software companies, AI-related sales will appear on profit-and-loss statements next year or even later. The challenge lies in monetizing these features.
Investors are growing impatient. The iShares Expanded Tech-Software Sector ETF has only gained about 3.5% this year after a 59% jump in 2023.
Most AI spending currently goes toward hardware or cloud infrastructure used to train and deploy models, according to KeyBanc analyst Jackson Ader, per the report. This shift in spending has come at the expense of traditional software vendors like Salesforce, which were prioritized in recent years.
Earlier in June, Salesforce announced the <a target="_blank" href="https://www.benzinga.com/markets/equities/24/06/39231301/whats-going-on-with-salesforce-stock-today" rel="noreferrer noopener">London AI center</a>.
Meanwhile, Salesforce launched its public sector division in India, aiming to tap into the growing market. It also unveiled its digital lending solution tailored to Indian needs.
The IDC study projects that Salesforce and its ecosystem in India will create 1.8 million new jobs and generate $88.6 billion in new revenues from 2022 to 2028, the Business Standard <a target="_blank" href="https://www.business-standard.com/companies/news/salesforce-starts-public-sector-division-enters-digital-creditors-market-124061900372_1.html" rel="noreferrer noopener">reports</a>.
Salesforce also introduced a digital lending solution designed specifically for the Indian market. The solution integrates banking and financial data with customer data from Salesforce, offering a unified view for loan application processing, leading to faster approvals.
Salesforce stock gained over 11% in the last 12 months. Investors can gain exposure to the stock via Vanguard S&amp;P 500 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VOO#NYSE">VOO</a>) and Vanguard Total Stock Market ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VTI#NYSE">VTI</a>).
Price Action:&nbsp;CRM shares traded higher by 3.95% at $240.96 at the last check Thursday.
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo via Shutterstock

Salesforce Integrates AI Tools, Investors Watch for Revenue Impact: Bloomberg

Affirm Holdings, Inc&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AFRM#NASDAQ">AFRM</a>) stock lost 17% this week as reports indicated Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) plans to dump its <a href="https://www.benzinga.com/news/24/06/39365415/whats-going-on-with-affirm-holdings-stock-monday'" target="_blank" rel="noreferrer noopener">Apple Pay Later service</a>. 
The company is trading lower by over 2% at last check Thursday.
What Happened: Apple&#8217;s Pay Later program allows customers to make purchases on an installment plan. The company announced on Monday that it would no longer offer loans for Apple Pay Later, which enabled users to pay off purchases up to $1,000 over four installments. This move comes as Apple <a href="https://www.benzinga.com/markets/equities/24/06/39272106/affirm-soars-after-apple-partnership-announcement-what-it-means-for-users" target="_blank" rel="noreferrer noopener">integrates third-party services</a> like Affirm and Citigroup Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/C#NYSE">C</a>) into its upcoming iOS 18 software, Bloomberg <a href="https://www.bloomberg.com/news/articles/2024-06-17/apple-shutting-down-pay-later-its-affirm-rival-after-one-year?sref=TBDibEcD" target="_blank" rel="noreferrer noopener">reports</a>.
Starting later this year, users worldwide can access installment loans through credit and debit cards and lenders when checking out with Apple Pay.
Also Read: <a target="_blank" href="https://www.benzinga.com/news/24/06/39187900/affirms-new-deal-with-alterra-mountain-company-boosts-travel-spending" rel="noreferrer noopener">Affirm&#8217;s New Deal With Alterra Mountain Company Boosts Travel Spending</a>
Why It Matters: Apple launched its Pay Later program in the U.S. last year using an in-house platform, issuing loans to customers via a new subsidiary. It relied on Goldman Sachs Group Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GS#NYSE">GS</a>) and MasterCard Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MA#NYSE">MA</a>) to help handle the process.
Analysts <a target="_blank" href="https://www.benzinga.com/analyst-ratings/analyst-color/24/06/39297152/apple-mastercards-move-have-raised-the-competition-for-paypal-bofa-analyst" rel="noreferrer noopener">had flagged how</a> Apple&#8217;s new &#8220;Tap to Cash&#8221; and Affirm&#8217;s integration with Apple Pay added pressure to PayPal&#8217;s Venmo and checkout services.
Affirm stock gained over 85% in the last 12 months. Investors can gain exposure to the stock via Vanguard Small-Cap ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VB#NYSE">VB</a>) and Vanguard Total Stock Market ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VTI#NYSE">VTI</a>).
Price Action: AFRM shares were trading lower by 2.42% at $29.80 at&nbsp;the last check Thursday.
Also Read: <a href="https://www.benzinga.com/news/24/06/39230874/bnpl-company-affirm-launches-new-payment-options-to-boost-flexibility" target="_blank" rel="noreferrer noopener">BNPL Company Affirm Launches New Payment Options To Boost Flexibility</a>
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Image: Shutterstock

What's Going On With Affirm Stock Thursday?

Emerging-markets stocks surged in September, delivering the lead performance for the major asset classes, based on a set of ETFs.

Major Asset Classes September 2024

Major Asset Classes - September 2024

The Big Gamble On Small-Cap Stocks May Be A Horrible Bet

Total Return Forecasts: Major Asset Classes - October 2, 2024

Risk is on for Wall Street as money pours into ETFs

AAII Sentiment Survey: Optimism Falls

September Jobs Report: Looser Fed Policy, Payrolls Surge

Fed Records 8th Consecutive Quarterly Loss Despite Rate Cut - QT Continues

Positive Labor Market Report, But There Are Risks Ahead

September Jobs Report Shows 50 Bps Rate Cut Was Unnecessary, Stagflation On Tap

EMLC

IEFA

PICB

VNQI

미국 상장지수펀드(ETF) 시장이 <a href="https://www.benzinga.com/quote/SPY/news" target="_blank" rel="noopener">10조 달러 이상의 자산</a>을 보유하는 역사적인 이정표를 달성했다.
블룸버그가 <a href="https://www.bloomberg.com/news/articles/2024-09-27/wall-street-s-etf-assets-hit-10-trillion-milestone-amid-frenzy?srnd=phx-latest&amp;sref=TBDibEcD&amp;leadSource=uverify%20wall" target="_blank" rel="noopener">보도</a>한 바와 같이 올해에만 무려 6,910억 달러의 엄청난 자금 유입이 이러한 급증을 촉진했다.
이러한 인상적인 급증은 기록적인 한 해를 위한 발판을 마련했으며, ETF 흐름은 이전 기록인 9,000억 달러 유입을 깨뜨릴 예정이다.
이러한 인상적인 급증은 ETF 유입이 이전 기록인 9,000억 달러를 초과할 것으로 예상되는 사상 최대의 해를 위한 기반을 마련했습니다.
<h2 class="wp-block-heading">VOO, VGT가 SPY를 압도</h2>
ETF.com의 <a href="https://www.etf.com/etfanalytics/etf-fund-flows-tool" target="_blank" rel="noopener">데이터</a>에 따르면 2024년 8월 말까지 시장은 한 달 동안 총 710억 달러가 ETF에 유입되는 등 견조한 성과를 보였다. Vanguard S&amp;P 500 ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VOO#NYSE">VOO</a>) 및 Vanguard Information Tech ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VGT#NYSE">VGT</a>)와 같은 헤비급 주식이 선두를 차지한 반면, SPDR S&amp;P 500(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>)은 상당한 유출을 경험했다.
투자자들이 포트폴리오를 다양화하면서 ETF가 주요 투자 수단으로 자리잡고 있는 것이 분명해졌다.
<h2 class="wp-block-heading">VOO, IVV, VTI가 연간 수익률 선두</h2>
올해 가장 큰 수익을 올린 ETF 중에는 S&amp;P 500 지수를 추적하는 Vanguard S&amp;P 500 ETF와 iShares Core S&amp;P 500 ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IVV#NYSE">IVV</a>)가 있다. Vanguard S&amp;P 500 ETF는 605억 달러 이상의 순 유입을 기록하고 5,030억 달러의 운용자산(AUM)을 보유하고 있다. 이는 AUM의 12.04%에 해당하며, 투자자들이 S&amp;P 500의 성과에 대해 갖는 신뢰를 입증한다.
그 뒤를 이어 iShares Core S&amp;P 500 ETF가 약 434억 달러의 순 유입을 기록했으며, Vanguard Total Stock Market Index Fund ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VTI#NYSE">VTI</a>)는 210억 달러를 유치했다.
관련 기사: <a href="https://www.benzinga.com/markets/cryptocurrency/24/09/41096120/if-you-invested-1-000-in-bitcoin-when-donald-trump-said-he-wasnt-a-fan-heres-how-much-youd">도널드 트럼프가 비트코인 팬이 아니라고 말했을 때 1,000달러를 투자했다면 지금 얼마나 됐을까요?</a>
<h2 class="wp-block-heading">기술주 중심의 QQQ와 비트코인 ETF도 주목</h2>
기술 분야도 뒤처지지 않고 있으며, Invesco QQQ Trust(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>)가 올해 거의 209억 달러를 모으면서 기술 주식에 대한 활발한 관심을 보여주고 있다.
암호화폐 분야도 주목을 받고 있으며, iShares Bitcoin Trust(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/IBIT#NASDAQ">IBIT</a>)는 약 209억 달러의 유입을 기록하여 AUM의 98.63%를 차지했다.
이러한 추세로 볼 때 ETF가 투자 생태계에서 주요한 역할을 계속하고 있으며, 다양한 옵션과 다양한 섹터에 대한 전략적 노출을 제공하고 있는 것이 분명하다.
시장 진화의 과정에서 한 가지는 확실하다: ETF의 시대는 이제 시작이다!
다음 읽어볼 기사: 
<ul>
<li><a href="https://kr.benzinga.com/news/usa/stocks/voo-%EB%8C%80-vti-sp-500%EC%9D%B4-%EC%82%AC%EC%83%81-%EC%B5%9C%EA%B3%A0%EC%B9%98%EB%A5%BC-%EA%B8%B0%EB%A1%9D%ED%95%98%EC%9E%90-%EB%91%90-%EC%9D%B8%EA%B8%B0-%EC%83%81%EC%9E%A5%EC%A7%80%EC%88%98/" target="_blank" rel="noopener">VOO 대 VTI: S&amp;P 500과 전체 주식 시장 ETF가 새로운 최고치를 기록</a></li>
</ul>
사진 출처: Shutterstock
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.

S&P 500 ETF 타이탄들이 2024년 $6,910억 유입을 견인: 나스닥, 비트코인 ETF들이 그 뒤를

미국의 두 인기 상장지수펀드(ETF)가 수요일에 S&amp;P 500 지수가 사상 최고치에 도달하면서 <a href="https://www.benzinga.com/markets/equities/24/09/41029448/s-p-500-hits-all-time-highs-nasdaq-100-tops-20k-ahead-of-key-economic-data-whats-driving-markets">역대 최고가</a>를 기록했다.
S&amp;P 500 지수의 성과를 추적하여 약 500개의 대형주로 구성된 Vanguard S&amp;P 500 ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VOO#NYSE">VOO</a>)는 미국 동부 시간 수요일 오전 10시 직후 최고치인 527.23달러에 도달한 후 수요일 0.20% 하락한 525.61달러에 마감되었다.
주식에 대한 CRSP 미국 총시장 지수를 따르는 Vanguard Total Stock Market Index Fund ETF Shares(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VTI#NYSE">VTI</a>)도 수요일 개장 직후 최고가인 283.15달러를 달성한 후 0.33% 하락한 281.94달러에 마감되었다.
더 읽어보기: <a href="https://kr.benzinga.com/news/usa/stocks/%ED%8C%94%EB%9E%80%ED%8B%B0%EC%96%B4%EC%99%80-%EB%8D%B8%EC%9D%B4-%EA%B8%88%EC%9A%94%EC%9D%BC-sp-500%EC%97%90-%ED%95%A9%EB%A5%98-2020%EB%85%84-%EC%B6%94%EA%B0%80%EB%90%9C-%ED%85%8C%EC%8A%AC/" target="_blank" rel="noopener">팔란티어와 델이 금요일에 S&amp;P 500에 포함: 2020년 추가 이후 테슬라 주식의 성과는 어땠나요?</a>
<h3 class="wp-block-heading">S&amp;P 500</h3>
S&amp;P 500은 수요일 아침 거래에서 5,741.03의 사상 최고가를 기록하였고, 이후 수요일 5,722.26으로 0.19% 떨어져 마감했다.
비스트라(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VST#NYSE">VST</a>)는 S&amp;P에서 가장 큰 상승폭을 기록하며 5.95% 상승하여 119.08달러로 마감되었다. 시간외 에서 1.18% 추가 상승했다. 휴렛 팩커드 엔터프라이즈(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HPE#NYSE">HPE</a>)는 5.05% 상승하여 19.85달러에 마감되었다. 이후 애프터 마켓에서 0.55% 추가 상승했다.
기술주 중심의 나스닥 종합 지수는 0.043% 상승하여 18,082.20에 마감되었고, 나스닥 100 지수는 0.14% 상승하여 19,972.61에 마쳤다. 나스닥 100은 개장 초 20,043.43까지 올랐다.
다우존스 산업평균 지수는 수요일 오후 0.70% 하락하여 41,914.75로 마감되었다.
가격 움직임: 비스트라와 휴렛 팩커드를 보유한 상장지수펀드(ETF)들이 S&amp;P를 새로운 최고치로 이끌었다.
비스트라 ETFS
<ul>
<li>Virtus Reaves Utilities ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UTES#NYSE">UTES</a>)는 1.33% 상승 마감했다.</li>
<li>BNY Mellon Global Infrastructure Income ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/BKGI#BATS">BKGI</a>)는 0.18% 하락 마감했다.</li>
<li>TCW Transform Systems ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NETZ#NYSE">NETZ</a>)는 0.12% 상승 마감했다.</li>
</ul>
휴렛 팩커드 ETFS
<ul>
<li>First Trust S&amp;P 500 Diversified Free Cash Flow ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FCFY#NYSE">FCFY</a>)는 0.60% 하락 마감했다.</li>
<li>Roundhill Generative AI &amp; Technology ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CHAT#NYSE">CHAT</a>)는 0.71% 상승 마감했다.</li>
<li>FT Raymond James Multicap Growth Equity ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RJMG#NYSE">RJMG</a>)는 0.43% 상승 마감했다.</li>
</ul>
지금 읽기:
<ul>
<li><a href="https://www.benzinga.com/news/24/09/40958207/how-apple-stock-could-gain-from-fridays-s-p-500-rebalancing-what-investors-should-know">애플 주식이 금요일 S&amp;P 500 리밸런싱에서 어떻게 이익을 얻을 수 있는지: 투자자들이 알아야 할 사항</a></li>
</ul>
이미지: Shutterstock

VOO 대 VTI: S&P 500이 사상 최고치를 기록하자 두 인기 상장지수펀드(ETF)도 최고점 도달

8월 초의 변동성에 굴하지 않고 투자자들은 8월에 미국 상장지수펀드(ETF)에 750억 달러라는 엄청난 금액을 쏟아부었다. 이는 <a href="https://www.benzinga.com/etfs" target="_blank" rel="noopener" data-google-interstitial="false">작년 같은 기간</a>에 비해 5배 증가한 수치이다.
블룸버그 데이터에 따르면, 8월 ETF로의 강력한 유입으로 인해 연간 누계 총액이 6,000억 달러를 넘어섰고, 2024년은 2021년에 설정된 9,110억 달러의 유입이라는 사상 최고 기록에 잠재적으로 도전할 수 있는 궤도에 올랐다. 2021년은 연방준비제도(연준)가 금리 인상 주기를 시작하기 1년 전이다.
블룸버그 인텔리전스의 ETF 분석가인 아타나시오스 파로파기스(Athanasios Psarofagis)는 투자자들이 8월 초 시장 하락세를 활용하여 ETF 보유량을 늘렸다고 강조했다. 또한, 투자자들이 연준의 금리 인하 개시를 예상하면서 채권 관련 ETF와 소형주 ETF에 대한 수요가 눈에 띄게 급증했다.
<h3 class="wp-block-heading">ETF 시장, 총 가치 10조 달러에 근접</h3>
블룸버그 데이터에 따르면 ETF의 총 가치는 10조 달러에 근접하고 있으며, 이는 유통되는 모든 투자 펀드의 총 가치의 거의 3분의 1에 해당한다. 패시브 ETF는 8조 7천억 달러의 자산으로 이 분야를 장악하고 있으며, 액티브 관리형 ETF는 올해 30% 증가한 7,830억 달러를 기록했다.
채권과 주식 ETF 모두 강력한 자금 유입을 보였으며, 채권 상품은 올해 1,870억 달러, 주식 ETF는 3,670억 달러의 자금을 유치했다.
스트라테가스(Strategas)의 ETF 전략가인 토드 손(Todd Sohn)은 채권 ETF가 특히 적극적으로 관리되는 펀드를 포함한 다양한 새로운 상품의 혜택을 받았다고 말했다. 채권 ETF는 지난 3개월 동안 1,000억 달러를 유치해 2020년 팬데믹 회복 초기에 발생한 유입을 넘어섰다.
비트코인 기반 ETF 역시 올해 들어 순유입액이 170억 달러를 초과하는 등 인기를 끌었다. 단일 기업들을 기반으로 한 레버리지 및 인버스 펀드는 90억 달러 이상의 자산을 축적했다.
<h3 class="wp-block-heading">2024년 8월 유입 기준 상위 5개 ETF</h3>
다음은 2024년 8월에 가장 많은 자본 유입을 기록한 미국 상장 ETF이다:
<figure class="wp-block-table is-style-stripes">
<table>
<thead>
<tr>
<th>펀드</th>
<th>2024년 8월 자금 유입</th>
</tr>
</thead>
<tbody>
<tr>
<td>Vanguard S&amp;P 500 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VOO#NYSE">VOO</a>)</td>
<td>59.64억 달러</td>
</tr>
<tr>
<td>Vanguard Information Tech ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VGT#NYSE">VGT</a>)</td>
<td>39.06억 달러</td>
</tr>
<tr>
<td>iShares 20+ Year Treasury Bond ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TLT#NASDAQ">TLT</a>)</td>
<td>30.38억 달러</td>
</tr>
<tr>
<td>iShares Core S&amp;P 500 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IVV#NYSE">IVV</a>)</td>
<td>24.90억 달러</td>
</tr>
<tr>
<td>Vanguard Total Stock Market ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VTI#NYSE">VTI</a>)</td>
<td>23.58억 달러</td>
</tr>
</tbody>
</table><figcaption class="wp-element-caption">데이터: TradingView (9월 3일 기준)</figcaption></figure>
<h3 class="wp-block-heading">연초부터 현재까지 ETF 유입 상위 5개</h3>
연초부터 현재까지 가장 많은 자금이 유입된 상위 5개 ETF는 다음과 같다:
<figure class="wp-block-table is-style-stripes">
<table>
<thead>
<tr>
<th>펀드</th>
<th>연초 누적 자금 유입</th>
</tr>
</thead>
<tbody>
<tr>
<td>Vanguard S&amp;P 500 ETF</td>
<td>606.48억 달러</td>
</tr>
<tr>
<td>iShares Core S&amp;P 500 ETF</td>
<td>435.32억 달러</td>
</tr>
<tr>
<td>Vanguard Total Stock Market ETF</td>
<td>210.98억 달러</td>
</tr>
<tr>
<td>Invesco QQQ Trust, Series 1 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>)</td>
<td>193.29억 달러</td>
</tr>
<tr>
<td>iShares Core U.S. Aggregate Bond ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AGG#NYSE">AGG</a>)</td>
<td>141.52억 달러</td>
</tr>
</tbody>
</table><figcaption class="wp-element-caption">데이터: TradingView (9월 3일 기준)</figcaption></figure>
사진 출처: Shutterstock.
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.

세일즈포스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>)는 운영을 간소화하기 위해 약 300명의 역할을 축소한 것으로 알려졌으며, 이는 기술 업계가 비용 관리에 지속적으로 초점을 맞추고 있음을 강조한다.
<a href="https://www.bloomberg.com/news/articles/2024-07-15/salesforce-cuts-about-300-jobs-in-latest-sign-of-tech-austerity" target="_blank" rel="noreferrer noopener">블룸버그</a>는 이 문제에 정통한 gks 소식통을 인용해 회사가 이번 달 인력을 감축했다고 보도했다. 성명서에서 세일즈포스는 일자리 감소를 확인했지만 이 보도에 따라 구체적인 내용은 제공하지 않았다.
이 보도는 대변인을 인용해 &#8220;다른 건강한 기업과 마찬가지로 우리는 고객에게 가장 좋은 서비스를 제공하고 성장 영역을 촉진할 수 있는 올바른 구조가 있는지 지속적으로 평가한다&#8221;라고 말했다. &#8220;어떤 경우에는 역할이 제거되는 경우도 있다.&#8221;
세일즈포스는 2023년에 직원을 10% 또는 <a href="https://www.benzinga.com/news/24/01/36798167/salesforce-cuts-700-jobs-in-streamlining-effort-yet-eyes-growth-with-1-000-open-roles" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">약 8,000명</a> 줄인 데 이어 2024년 1월 전체 인력 70,000명 중 약 1%인 약 700명을 해고했다.
1월 말 기준, 세일즈포스의 글로벌 총 직원은 72,682명으로 집계됐다.
세일즈포스의 주식은 지난 12개월 동안 10% 이상 상승했습니다. 투자자는 Vanguard S&amp;P 500 ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VOO#NYSE">VOO</a>) 및 Vanguard Total Stock Market ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VTI#NYSE">VTI</a>)를 통해 주식에 노출될 수 있다.
여러 기술 회사들은 이번 달에 인튜이트(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTU#NASDAQ">INTU</a>)가 약 1,800명의 직원을 해고하고 <a href="https://www.benzinga.com/markets/equities/24/07/39713891/why-software-company-intuits-shares-are-trading-lower-today" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">보이시 및 에드먼턴 사이트</a>를 폐쇄하는 등 인원 감축을 발표했다.
또한 지난 7월 유아이패스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PATH#NYSE">PATH</a>)는 인력 10% 감축을 포함하여 운영 비용 관리를 위한 구조 조정 조치 계획을 공개했다.
또 다른 기술 대기업인 마이크로소프트(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>)는 또 다른 정리해고를 실시하여 <a href="https://www.benzinga.com/markets/equities/24/07/39632988/microsoft-carries-out-another-round-of-layoffs-across-teams-and-geographies-third-this-year-so-f" target="_blank" rel="noreferrer noopener">다양한 팀과 지역에 영향</a>을 미쳤다.
특히 <a href="https://www.benzinga.com/markets/equities/24/01/36874447/tech-layoffs-up-over-300-month-over-month-in-january-3-companies-with-the-most-employees-laid-of" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">2023년 12월에 비해</a> 2024년 1월 기술 부문에서 해고된 직원 수가 304% 증가했다.
주가 움직임: 화요일 현재 <a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">세일즈포스</a>의 주식은 개장 전 거래에서 0.02% 하락한 252.81달러를 기록했다.
면책조항: 이 콘텐츠는 AI 도구의 도움으로 부분적으로 제작되었으며 Benzinga 편집자가 검토하고 게시했습니다.
Photo via 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.

세일즈포스, 기술 침체 속에서 300명의 일자리를 줄이고 비용 통제 강조: 보도

웨드부시 증권(Wedbush Securities)의 분석가 댄 아이브스(Dan Ives)는 긍정적인 AI 고객 피드백과 코파일럿(Copilot) 및 애저(Azure)의 수익 창출 증가를 언급하면서 마이크로소프트(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>)의 목표 가격을 500달러에서 550달러로 높였다.
무슨 일이 (What Happened): 아이브스는 일요일에 목표 가격 인상을 발표하기 위해 X를 방문했다. 이 분석가는 마이크로소프트의 AI 제품에 대한 관심 증가와 클라우드 컴퓨팅 서비스인 애저의 임박한 수익화를 낙관적인 전망의 주된 이유로 강조했다.
"우리는 현재 MSFT의 문앞에 있는 코파일럿 및 애저 수익 창출의 파도와 함께 점점 더 낙관적인 최근 AI 고객 확인을 반영하여 마이크로소프트의 가격 목표를 500달러에서 550달러로 인상한다. 우리는 이 기업의 AI 거래 전환이 가속화되는 것을 보았다"라고 아이브스가 썼다.
<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">
We are raising our price target on Microsoft from $500 to $550 reflecting incrementally bullish recent AI customer checks with a tidal wave of Copilot and Azure monetization now on the doorstep for MSFT. We have seen AI deal conversions for the enterprise accelerating &#x1f525;&#x1f3c6;&#x1f482;&#x1f3ff;&#x200d;&#x2642;&#xfe0f;
— Dan Ives (@DivesTech) <a href="https://twitter.com/DivesTech/status/1802426258799919416?ref_src=twsrc%5Etfw">June 16, 2024</a></blockquote>
</div>
</figure>
지난 12개월간 마이크로소프트 주식은 29% 이상 상승했다. 투자자들은 Vanguard Total Stock Market ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VTI#NYSE">VTI</a>)와 SPDR Select Sector Fund &#8211; Technology (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLK#NYSE">XLK</a>)를 통해 MSFT 주식에 노출을 얻을 수 있다.
참고 자료: <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/06/39344508/as-apple-nvidia-trade-near-all-time-highs-jim-cramer-tells-investors-to-cash-in-on-?itm_source=parsely-api" target="_blank" rel="noreferrer noopener">애플과 엔비디아의 주가가 사상 최고가에 가까워짐에 따라 짐 크레이머는 투자자들에게  AI 종목에서 이익 실현을 제안</a>
왜 이 소식이 중요한가 (Why It Matters): 마이크로소프트는 AI 및 클라우드 컴퓨팅 분야에서 상당한 진전을 이루었다. 이 회사는 최근 향후 10년 동안 <a href="https://www.benzinga.com/news/24/06/39332010/microsoft-set-to-pour-7-16b-into-new-data-centres-in-spains-aragon-report" target="_blank" rel="noopener" data-google-interstitial="false">스페인의 아라곤에 새로운 데이터 센터를 건설</a>하는 데 71억 6천만 달러를 투자한다고 발표했다. 이러한 움직임은 마이크로소프트의 클라우드 인프라를 강화하고 애저 서비스를 향상시킬 것으로 예상된다.
최근 AI 기능인 리콜(Recall)의 실패에도 불구하고 마이크로소프트는 AI 혁신에 계속 전념하고 있다. CEO인 사티아 나델라는 상당한 투자와 파트너십을 통해 이 <a href="https://www.benzinga.com/news/24/06/39318448/microsoft-is-betting-big-on-ai-outpacing-rivals-with-new-strategy" target="_blank" rel="noopener" data-google-interstitial="false">회사의 AI 전략</a>을 주도해 왔다.
또한 미디어텍(MediaTek)과 협력하여 Arm 기반 PC 칩을 개발하기로 한 마이크로소프트의 결정은 인텔의 시장 지배력에 도전할 것이다. 이러한 개발은 <a href="https://www.benzinga.com/markets/equities/24/06/39292451/microsoft-set-to-receive-arm-based-pc-chip-developed-by-mediatek-to-challenge-intels-market-domi" target="_blank" rel="noopener" data-google-interstitial="false">AI 애플리케이션</a>에 대한 마이크로소프트의 초점과 일치하여 잠재적으로 AI 및 클라우드 컴퓨팅 시장에서 이 회사의 입지를 더욱 강화할 수 있다.
주가 움직임: 지난 금요일, 마이크로소프트 주식은 0.22% 상승한 442.57달러에 마감했으며, 시간외 거래에서는 0.036% 하락했다. 벤징가 프로의 <a href="https://pro.benzinga.com/dashboard">데이터</a>에 따르면 이 기업의 주식은 올해 들어 19.33% 상승했다.
Shutterstock 통해 제공받은 이미지
<a class="ticker" href="https://www.benzinga.com/author/benzinga-neuro">Benzinga Neuro</a>에 의해 작성된 이 기사는 <a href="https://www.benzinga.com/topic/Kaustubh-Bagalkote" target="_blank" rel="noreferrer noopener">Kaustubh Bagalkote</a>에 의해 검토되었습니다.
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script>

Comments

Vanguard Total Stock Market ETF

뉴스

에 대한 최신 뉴스 Vanguard Total Stock Market ETF (ARCA:VTI)

월요일, 9월 30, 2024

수요일, 9월 25, 2024

화요일, 9월 03, 2024

화요일, 7월 16, 2024

월요일, 6월 17, 2024

뉴스

파트너 / 기고자

벤징가 글로벌