에 대한 최신 뉴스 Wolfspeed (NYSE:WOLF) 주식

WOLFSPEED INC

Wolfspeed

Wolfspeed Inc is involved in the manufacturing of wide bandgap semiconductors. It is focused on silicon carbide and gallium nitride materials and devices for power and radio-frequency (RF) applications. The company serves applications such as transportation, power supplies, inverters, and wireless systems. Geographically, it derives a majority of its revenue from Europe and the rest from the United States, China, Hong Kong, Asia Pacific, and other regions.

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월요일(28일) 주요 미국 지수는 월요일에 혼조세로 마감했다. 월요일에 소매 투자자와 트레이더의 주목을 받은 주요 주식은 다음과 같다. 플러그 파워, 포니AI, 울프스피드, 엔비디아 및 테슬라

월요일 주목받은 주식: 플러그 파워, 포니AI, 울프스피드, 엔비디아 및 테슬라

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화요일(4일) 저녁 의회 합동 연설에서 도널드 트럼프 대통령은 미국에 시설을 설립하는 반도체 회사에 제조 인센티브를 제공하는 칩스법(CHIPS)의 폐지를 촉구했다. 

칩스법 폐지 시사한 트럼프...어떤 기업이 보조금 수혜 받았나?

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엘리엇 인베스트먼트 매니지먼트는 4분기 동안 여러 포트폴리오 조정을 하였다. 여러 옵션 포지션을 청산하고 이 행동주의 투자 회사의 기술 노출을 재편했다. 미국 증권 거래 위원회에 제출된 새로운 13-F 파일링에 따르면, 엘리엇은 4분기에 다음과 같은 새로운 포지션을 추가했다:

엘리엇 인베스트먼트가 울프스피드 주식을 매수하고 4분기에는 엔비디아 풋 옵션에 베팅

Wolfspeed Inc

WOLF ENERGY SERVICES INC by Wolf Energy Services Inc.

Wolf Energy Services Inc

Wolfden Resources Corp

The U.S. Food and Drug Administration has granted limited approval to Novavax Inc.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVAX#NASDAQ">NVAX</a>) COVID-19 vaccine, restricting its use to people 65 and older and those 12 and up with underlying health conditions that increase the risk of severe illness.
What Happened: The decision follows a six-week delay during which regulators sought additional data about the protein-based vaccine, which differs from the mRNA technology used by Pfizer Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PFE#NYSE">PFE</a>) and BioNTech SE (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BNTX#NASDAQ">BNTX</a>), <a href="https://edition.cnn.com/2025/05/17/health/novavax-covid-vaccine-approval">reported</a> CNN.
&#8220;This significant milestone demonstrates our commitment to these populations and is a significant step towards availability of our protein-based vaccine option,&#8221; Novavax President and CEO John Jacobs said in a statement Saturday.
The FDA is requiring Novavax to conduct postmarketing studies examining the risk of myocarditis and pericarditis—heart inflammation conditions rarely reported after COVID-19 vaccination. While a handful of cases were reported in trials, the CDC maintains that vaccination benefits outweigh these rare risks.
See Also: <a href="https://www.benzinga.com/markets/emerging-markets/25/05/45487876/america-must-shift-roles-from-world-police-to-world-gun-store-says-palmer-luckey">America Must Shift Roles From &#8216;World Police&#8217; To &#8216;World Gun Store,&#8217; Says Palmer Luckey</a>
Why It Matters: The approval comes amid shifting political winds at the FDA, where Commissioner Marty Makary previously characterized <a href="https://www.benzinga.com/general/health-care/25/04/45059756/trump-era-fda-appointees-request-new-trials-for-novavax-covid-vaccine-reportedly-delaying-approval-timeline?utm_source=chatgpt.com">updated COVID vaccines as &#8220;new products&#8221;</a> requiring fresh clinical trials. In April, Makary tweeted: &#8220;Under this administration, we are prioritizing the Gold Standard of Science—not what saves pharma.&#8221;
President Donald Trump administration appointees had directed a pause on Novavax&#8217;s application despite it being on track for approval by April 1, according to the Associated Press.
Earlier studies showed <a href="https://www.benzinga.com/general/biotech/25/04/44824383/novavax-covid-vaccine-shows-milder-side-effects-than-pfizer-biontechs-shot-study?utm_source=chatgpt.com">Novavax&#8217;s 2024-2025 formula </a>targeting the JN.1 strain produced fewer and less severe side effects compared to mRNA alternatives. In the SHIELD-Utah study, Novavax recipients experienced 1.7 symptoms on average versus 2.8 symptoms for Pfizer-BioNTech recipients.
The CDC&#8217;s vaccine advisers are currently considering changes to guidance for annual COVID-19 shots, potentially focusing recommendations on older adults, immunocompromised individuals, and those with higher exposure risks, the report noted.
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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.
Image Via Shutterstock

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Novavax Wins Limited FDA Nod For COVID Shot—Cleared Only For Seniors, High-Risk Groups Amid Safety Scrutiny

General Motors Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>) wants to overturn California's EV policy, which aims to phase out ICE vehicles by 2035.
What Happened: The mandate has already been adopted by 11 other states in the U.S. as the Detroit-based automaker cites slower-than-expected growth in the EV sector, the Wall Street Journal reported <a href="https://www.wsj.com/business/autos/california-ev-mandate-auto-industry-64708033">on</a> Sunday.
The report suggests the company sent an email to employees, reiterating the automaker's stance on the mandate. "Emissions standards that are not aligned with market realities pose a serious threat to our business by undermining consumer choice and vehicle affordability," GM said in the email.
EV sales in the U.S. have declined by over 5% in April as zero-emission vehicles make up over 20% of California's total sales, data cited in the report says. GM has also scaled back its EV production goals as demand declines, the report outlines.
Why It Matters: The news comes in as GM CEO Mary Barra had shared that the company expects a <a href="https://www.benzinga.com/25/05/45159130/general-motors-ceo-mary-barra-says-prices-will-remain-the-same-amid-donald-trumps-tariffs-that-could-cost-company-5-billion-dollars">$5 billion hit </a>in costs due to U.S. President Donald Trump's auto tariffs.
The company had also pulled its <a href="https://www.benzinga.com/news/guidance/25/05/45133096/this-is-how-much-it-will-cost-general-motors-from-trumps-tariff-policy">earnings guidance for 2025</a>, outlining the uncertainty currently faced by the automotive industry. The company recently criticized the Trump administration's <a href="https://www.benzinga.com/25/05/45314561/trumps-uk-trade-deal-draws-criticism-from-ford-gm-stellantis-this-hurts-american-automakers-suppliers-and-auto-workers">trade deal with the UK</a>.
"This hurts American automakers, suppliers, and auto workers," representatives of the company said in a statement.&nbsp;
Elsewhere, House GOP Representatives want to <a href="https://www.benzinga.com/tech/25/05/45277309/house-gop-representatives-want-to-axe-federal-ev-credit-amid-trumps-tax-cuts-report">axe the Federal EV credit </a>currently offered as an incentive to drive up EV adoption, casting more uncertainty over the sector.
Price Action: GM Stock gained 0.52% at close and currently trades for $50.37, according to<a href="https://pro.benzinga.com/dashboard"> Benzinga Pro data</a>.
Check out more of Benzinga&#8217;s Future Of Mobility coverage by<a href="https://www.benzinga.com/topic/mobility"> following this link.</a>
Read Next:
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<li><a href="https://www.benzinga.com/25/05/45447473/trump-says-tariff-money-could-replace-the-income-tax-april-customs-collections-hit-record-15-4-billion-as-new-duties-take-effect">Trump Says Tariff Money Could &#8216;Replace The Income Tax&#8217; — April Customs Collections Hit Record $15.4 Billion As New Duties Take Effect</a></li>
</ul>
Photo courtesy: Jonathan Weiss / Shutterstock.com

General Motors Wants To Overturn California's EV Mandate As Demand Slows In The US: Report

<h3>Companies Reporting Before The Bell</h3>
• Global Ship Lease (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GSL#NYSE">GSL</a>) is estimated to report quarterly earnings at $2.33 per share on revenue of $172.23 million. 
• Niu Techs (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NIU#NASDAQ">NIU</a>) is expected to report earnings for its first quarter. 
• ICL Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ICL#NYSE">ICL</a>) is projected to report quarterly earnings at $0.08 per share on revenue of $1.77 billion. 
• Sohu.com (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOHU#NASDAQ">SOHU</a>) is projected to report earnings for its first quarter. 
• Gilat Satellite Networks (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GILT#NASDAQ">GILT</a>) is likely to report quarterly earnings at $0.07 per share on revenue of $100.20 million. 
• ZIM Integrated Shipping (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ZIM#NYSE">ZIM</a>) is projected to report quarterly earnings at $1.96 per share on revenue of $1.84 billion. 
• Target Hospitality (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TH#NASDAQ">TH</a>) is expected to report quarterly loss at $0.02 per share on revenue of $65.37 million. 
• Interactive Strength (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TRNR#NASDAQ">TRNR</a>) is estimated to report earnings for its first quarter. 
• CBAK Energy Tech (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CBAT#NASDAQ">CBAT</a>) is estimated to report quarterly earnings at $0.00 per share on revenue of $52.16 million. 
• Oxford Lane Capital (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/OXLC#NASDAQ">OXLC</a>) is likely to report quarterly earnings at $0.28 per share on revenue of $115.00 million. 
• Compugen (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CGEN#NASDAQ">CGEN</a>) is likely to report quarterly loss at $0.05 per share on revenue of $3.70 million. 
<h3>Companies Reporting After The Bell</h3>
• Yalla Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/YALA#NYSE">YALA</a>) is projected to report quarterly earnings at $0.00 per share on revenue of $81.80 million. 
• Safe Bulkers (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SB#NYSE">SB</a>) is expected to report quarterly earnings at $0.03 per share on revenue of $57.92 million. 
• 8x8 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EGHT#NASDAQ">EGHT</a>) is projected to report quarterly earnings at $0.08 per share on revenue of $177.98 million. 
• TAT Technologies (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TATT#NASDAQ">TATT</a>) is likely to report quarterly earnings at $0.31 per share on revenue of $42.59 million. 
• Zepp Health (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ZEPP#NYSE">ZEPP</a>) is expected to report earnings for its first quarter. 
• Qifu Technology (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QFIN#NASDAQ">QFIN</a>) is projected to report quarterly earnings at $1.72 per share on revenue of $615.60 million. 
• Transcat (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TRNS#NASDAQ">TRNS</a>) is estimated to report quarterly earnings at $0.62 per share on revenue of $76.40 million. 
• Trip.com Group (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TCOM#NASDAQ">TCOM</a>) is estimated to report quarterly earnings at $0.86 per share on revenue of $1.91 billion. 
• Agilysys (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AGYS#NASDAQ">AGYS</a>) is projected to report quarterly earnings at $0.29 per share on revenue of $71.42 million. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

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Earnings Scheduled For May 19, 2025

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Vertiv Accelerates AI Data Center Evolution With High-Efficiency 800 VDC Solutions Aligned To NVIDIA's Future AI Roadmap

HPE Expands NVIDIA Collaboration With AI Factory-Ready Cloud, Storage, And Compute Platforms Featuring RTX PRO 6000 Blackwell GPU Support

NTAP

NetApp Integrates NVIDIA AI Data Platform Into AIPod To Accelerate Agentic AI And Retrieval-Augmented Generation

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Former Vice President&nbsp;Mike Pence&nbsp;has lauded&nbsp;President Donald Trump&#8216;s Middle East visit for its beneficial effects on the U.S. economy, despite his criticism of the diplomatic aspects of the trip. 
What Happened:&nbsp;&nbsp;Despite a public fallout with Trump over the&nbsp;2020 presidential election certification and the ensuing Capitol riot on January 6, 2021, Pence spoke positively of Trump&#8217;s Middle East trip&#8217;s impact on the American economy during an NBC&#8217;s &#8220;Meet the Press&#8221; interview on Sunday. 
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<iframe loading="lazy" title="Exclusive Interview: Mike Pence says he privately warned Trump against tariffs in his first term" width="500" height="281" src="https://www.youtube.com/embed/LzCiUDJyYAw?start=524&#038;feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
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Pence described the journey as &#8220;very successful&#8221; for the U.S. economy. &#8220;The&nbsp;president secured financial commitments in&nbsp;all three countries, including a&nbsp;historic contract for purchasing Boeing&nbsp;aircraft that&#8217;ll really support American jobs,&#8221; Pence said.
These comments from the former Indiana governor are noteworthy, given his recent strained relationship with Trump and recent criticisms of the President&#8217;s <a href="https://www.benzinga.com/news/25/05/45214328/mike-pence-warns-trumps-indiscriminate-tariffs-could-trigger-price-shock-and-potential-shortages-keeping-our-kids-toys-affordable-is-part-of-the-american-dream">sweeping tariffs</a>.
SEE ALSO:&nbsp;<a href="https://benzinga.com/markets/equities/25/05/45486452/jim-cramer-recalls-2011s-6-7-market-decline-after-us-debt-downgrade-says-it-ultimately-meant-not" target="_blank" rel="noreferrer noopener">Jim Cramer Recalls 2011&#8217;s 6.7% Market Decline After US Debt Downgrade, Says It &#8216;Ultimately Meant Nothing:&#8217; Dan Niles Sees Limited Downside Amid Tariff Rollbacks, FOMO</a>
Why It Matters: Trump&#8217;s Middle East visit, which Pence praises, saw the signing of deals worth <a href="https://www.benzinga.com/25/05/45462404/trump-unveils-over-200-billion-worth-of-deals-with-uae-including-major-etihad-airways-commitment">over $200 billion </a>between the U.S. and the United Arab Emirates (UAE). A significant part of these deals involved a $14.5 billion commitment from&nbsp;Boeing (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>),&nbsp;GE Aerospace (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GE#NYSE">GE</a>), and Etihad Airways. 
Additionally, Trump secured a $1.2 trillion economic agreement with Qatar, including a <a href="https://www.benzinga.com/government/regulations/25/05/45446924/trump-secures-12-trillion-qatar-deal-as-boeing-ge-land-record-orders">record-breaking</a> $96 billion order from Qatar Airways for Boeing and GE Aerospace.
According to CNN, several Democrats, usually critical of President Trump, praised his decision to lift longstanding sanctions on Syria and engage with its new leader. They saw it as a potential economic boost for Syria and a way to reshape the region. Support came from figures like Leon Panetta, Rep. Jim Himes (D-Conn.) and Sen. Chris Murphy (D-Conn.), with Himes reluctantly admitting Trump managed much of the Middle East trip effectively. Murphy, however, criticized Trump for accepting the luxury Qatari jet.
On the other hand, economist Peter Schiff warned that Qatar&#8217;s $200 billion deal with Boeing <a href="https://www.benzinga.com/general/travel/25/05/45427289/peter-schiff-warns-qatars-200-billion-boeing-deal-could-spike-us-inflation-interest-rates-says-treasury-sell-off-may-follow">could lead </a>to a surge in U.S. inflation and interest rates. He states that to help finance the purchase, "Qatar will likely sell a lot of Treasuries and other U.S. assets," which would further strain the U.S. bond market, already under pressure.
<ul class="wp-block-list">
<li>READ MORE:&nbsp;<a href="https://benzinga.com/tech/25/05/45485055/elon-musks-ex-girlfriend-grimes-questions-mark-zuckerbergs-aptitude-for-metaverse-leadership-says-zuckerberg" target="_blank" rel="noreferrer noopener">Elon Musk&#8217;s Ex-Girlfriend Grimes Questions Mark Zuckerberg&#8217;s Aptitude For Metaverse Leadership, Says Zuckerberg Is &#8216;Wildly Under Qualified&#8217;</a></li>
</ul>
Image via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Trump's Middle East Trip Draws Rare Praise From Mike Pence As 'Very Successful' For US Economy Amid 'Historic' Boeing Deal: 'That'll Really Support American Jobs'

CRWD

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Lockheed Martin (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LMT#NYSE">LMT</a>) Skunk Works and the Danish Ministry of Defence (MOD) completed a successful live <a href="https://c212.net/c/link/?t=0&amp;l=en&amp;o=4429984-1&amp;h=3420190264&amp;u=https%3A%2F%2Fwww.lockheedmartin.com%2Fen-us%2Fproducts%2Ff-35%2Ff-35-about.html&amp;a=F-35">F-35</a> interoperability demonstration. This is another success in a series of Multi-Domain Operations (MDO) demonstrations proving the F-35's ability to serve as a powerful force multiplier, enabling allied forces to rapidly deploy ready-now capabilities to connect systems across the battlespace.
&nbsp;
Danish F-35s flying out of Fort Worth, Texas, shared classified data via DAGGR-2, a Skunk Works' Open Systems Gateway (OSG) developed under a partnership with the Missile Defense Agency (MDA), through commercial satellite communications and displayed at Skrydstrup Air Base in Denmark.

Lockheed's F-35 Shares Classified Data Across Continents in New Allied Demo With Denmark

<a href="https://www.globenewswire.com/Tracker?data=95ttCcrFviRqrRp3UsJTOWq67jNPTSKrVo1T8y4V65E_XLeHk__aAnyrGHzuO5kcM2MndMWx2QPViGsNwnaqvpO9LgQHVoNIPZSjyk3BOYY=">Royal Philips</a> (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PHG#NYSE">PHG</a>, AEX: PHIA))), a global leader in health technology, today announced the introduction of its VeriSight Pro 3D Intracardiac Echocardiography (ICE) catheter in Europe. Building on its success in the United States, VeriSight Pro brings real-time 3D imaging directly inside the heart, helping physicians perform procedures with greater clarity — without the need for general anesthesia. Designed for procedures such as transcatheter valve repair and left atrial appendage closure, VeriSight Pro offers high-resolution 2D and 3D visualization directly within the heart chambers. This enables confident clinical decision-making in structural heart and electrophysiology interventions, while removing the need for general anesthesia and associated risks.

Philips Launches 3D Heart Imaging Catheter In Europe to Boost Precision, Cut Anesthesia Use

Niu Technologies Q1 Adj. EPADS $(0.05) Up From $(0.10) YoY, Sales $93.98M Up From $69.91M YoY

Willy Woo, a widely followed Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) influencer and analyst, revealed the series of events Sunday that caused them to close a business that was making him &#8220;millions per year.&#8221;
What Happened:&nbsp;In an X thread, Woo shared the journey about The Bitcoin Forecast, a subscription-based content offering on Substack that analyzed BTC&#8217;s on-chain signals and predicted the future course of the market.
The Bitcoin Forecast, which started in October 2020, quickly gained traction, according to Woo, prompting them to get BTC payments integrated for subscriptions.
&#8220;By 6 months I had almost 10,000 paid subs. I&#8217;m pretty sure even today it&#8217;s the most successful BTC investment letter to date,&#8221; Woo said. 
Benzinga couldn&#8217;t independently verify these claims. Substack didn&#8217;t immediately return a request for comment.
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Exactly 3 years ago I shut down a business making me millions per year. Here&#39;s a &#x1f9f5;on how it started, why I shut it down and why I&#39;m helping to build something better for this industry.
&mdash; Willy Woo (@woonomic) <a href="https://twitter.com/woonomic/status/1924227623074554195?ref_src=twsrc%5Etfw">May 18, 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/25/05/45427302/anthony-scaramucci-forecasts-bitcoin-will-be-deemed-asset-class-akin-to-gold-when-it-reaches-500000">Anthony Scaramucci Says Once Bitcoin Hits $500,000 It Will Be Considered An Asset Class Just Like Gold</a> 
However, things started to change after BTC surpassed the $60,000 mark. Woo noticed a shift in the market, with the market beginning to heavily rely on derivatives, which were not being adequately represented by on-chain signaling.
The result-the letter which launched with a reliability of 83%, saw its reliability dip below 60%.
&#8220;When reliability dropped below 60%,&nbsp;I felt it was doing&nbsp;more harm than good, so&nbsp;I killer the letter. It&nbsp;was no longer suitable for&nbsp;its mission,&#8221; Woo said. &#8220;It was encouraging&nbsp;retail to play timing games&nbsp;and without disciplined risk management&nbsp;plebs were effectively gambling.&#8221;
Woo&#8217;s decision underscores the volatility and unpredictability of the Bitcoin market. 
Benzinga&#8217;s Take: While on-chain fundamentals often focus on measuring the intrinsic value of a cryptocurrency using data derived directly from the blockchain, derivatives could help traders hedge against price movements, protecting positions while boosting stability and liquidity. A comprehensive analysis should involve informed understanding of both these sets of metrics.
Read Next:&nbsp;
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<li><a href="https://benzinga.com/markets/cryptocurrency/25/05/45486583/michael-saylors-tip-to-grow-wealth-by-100x-dont-quit-jobs-invest-in-bitcoin-over-obscenely" target="_blank" rel="noreferrer noopener">Michael Saylor Has A Tip For Average People Looking To Grow Their Wealth By 100x, But He Doesn&#8217;t Want You To Quit Your Job To Invest In Bitcoin</a></li>
</ul>
Disclaimer:&nbsp;This content was partially produced with the help of&nbsp;<a href="https://www.benzinga.com/author/benzinga-neuro" target="_blank" rel="noreferrer noopener">Benzinga Neuro</a>&nbsp;and was reviewed and published by Benzinga editors.<a href="https://www.benzinga.com/apis?utm_source=benzinga.com&amp;utm_campaign=article-bottom" rel="noreferrer noopener" target="_blank"></a>
Photo Courtesy: Wirestock Creators on Shutterstock

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

Cryptocurrency

$BTC

Top Bitcoin Analyst Reveals Why They Shut Down Their Business That Was Making 'Millions Per Year'

FRSX

Trading Halt: Halted at 3:58:28 a.m. ET - Trading Halt: Halt News Pending

Reported Saturday, Rocket Lab Completes Third Mission For iQPS With 100% Success In 2025, Next Launch Scheduled for June

Palmer Luckey says the arms race is no longer about bigger missiles but autonomous weapons that operate using artificial intelligence and he wants the United States to be "the world gun store" that supplies them.
What Happened: The Anduril founder <a href="https://www.cbsnews.com/news/palmer-luckey-ai-powered-autonomous-weapons-future-of-warfare-60-minutes-transcript/">told</a> CBS' 60 Minutes that commercial tech has surpassed the Pentagon, arguing that a Tesla has better AI than any U.S. aircraft and a Roomba has better autonomy than most Pentagon weapons systems.
"Right now, there are so many weapon systems that require manning… If I can have one guy command and controlling 100 aircraft, that's a lot easier," Luckey said.
Though he conceded the idea of autonomous weapons "is a scary idea," he insisted, "that's the world we live in." He added, "There's no moral high ground to making a land mine that can't tell the difference between a school bus full of children and Russian armor."
See also: <a href="https://www.benzinga.com/25/05/45487522/tesla-is-accepting-trade-ins-for-2024-cybertruck-amid-plummeting-sales-figures-report">Tesla Is Accepting Trade-Ins For 2024 Cybertruck Amid Plummeting Sales: Report</a>
Luckey says the Costa Mesa, California, company will top $6 billion in <a href="https://www.benzinga.com/news/24/08/40280155/lockheed-martin-boeing-and-northrop-grumman-rival-anduril-led-by-peter-thiels-venture-capital-raises">defense contracts</a> by year-end after beating legacy primes for Air Force and Special Operations deals. "We're gonna be making large numbers of cruise missiles, large numbers of fighter jets… day 100," he told CBS.
U.N. Secretary-General António Guterres has labeled fully autonomous lethal weapons "politically unacceptable and morally repugnant" and <a href="https://press.un.org/en/2025/sgsm22643.doc.htm">wants a treaty</a> banning them by 2026. Luckey counters: "It's not a question between smart weapons and no weapons. It's a question between smart weapons and dumb weapons."
The 32-year-old sold Oculus to Facebook for $2 billion in 2014 and was <a href="https://www.benzinga.com/news/24/10/41269578/mark-zuckerbergs-meta-and-oculus-founder-palmer-luckey-mend-fences-the-people-responsible-arent-even">fired two years later</a> after a $9,000 political donation sparked controversy — an ouster that <a href="https://www.benzinga.com/news/24/04/38246351/meta-cto-gets-called-out-by-founder-of-company-building-electronic-border-wall-you-arent-credible">Facebook denies</a>.
Photo Courtesy: Anggalih Prasetya On Shutterstock.com
Read next: <a href="https://www.benzinga.com/25/05/45487650/nvidia-tsmc-and-apple-supplier-foxconn-partner-to-develop-taiwan-ai-supercomputer">Nvidia, TSMC And Apple Supplier Foxconn Partner To Develop Taiwan AI Supercomputer</a>

Emerging Markets

America Must Shift Roles From 'World Police' To 'World Gun Store,' Says Palmer Luckey

– Analysis Presented at the Heart Failure 2025 Congress Supports Primary Findings, Highlighting Impact of AMVUTTRA, which Delivers Rapid Knockdown of Transthyretin –
– Additional 42-Month Data Reinforce Vutrisiran's Impact on the Risk of All-Cause Mortality and Further Underscore the Effect on Cardiovascular Mortality –
– Vutrisiran Demonstrated Substantial Benefit Across a Range of Cardiovascular Events, Notably Reducing Urgent Heart Failure Visits by 46% in the Overall Patient Population During the Double-Blind Period –
– Findings Simultaneously Published in JACC –
– Details of TRITON-CM Phase 3 Study Evaluating Alnylam's Investigational Next-Generation TTR Silencer, Nucresiran, to be Presented at Congress –

ALNY

Reported Saturday, Alnylam's Vutrisiran Reduces All-Cause And Cardiovascular Mortality By Over 30% In ATTR-CM Patients, New 42-Month HELIOS-B Data Show

After Donald Trump signed an <a href="https://www.benzinga.com/general/health-care/25/05/45384935/trump-again-promises-lower-drug-prices-by-cutting-out-middlemen-like-unitedhealth-cvs-will-it-work-this-time">executive order</a> slashing drug prices last week, experts have highlighted how pharmacy benefit managers (PBMs) could be hit the hardest despite pharmaceutical companies facing the potential of compressed margins amid poor pricing power.
What Happened: According to Thomas Shipp, the head of equity research at LPL Financial, the pressure that the <a href="https://www.benzinga.com/news/25/05/45389750/trump-claims-drug-price-crackdown-could-slash-your-prescription-costs-by-59-but-will-big-pharma-fight-it-again">pharmaceutical manufacturers</a> are facing to lower prices domestically, &#8220;has the potential to compress margins by eroding pricing power and would provide a significant headwind to drug manufacturer share prices.&#8221;
However, he explains that the &#8220;middlemen&#8221; or PBMs that facilitate drug distribution and negotiate with pharmaceutical drug manufacturers to lower prescription costs have come under scrutiny for opaque pricing practices, like retaining rebates from drug manufacturers and "spread pricing."
&#8220;PBMs pay pharmacies less than what they charge health plan participants for drugs,&#8221; he said.
Another April 15 <a href="https://www.benzinga.com/markets/25/04/44866755/mark-cuban-says-this-trump-healthcare-order-could-save-hundreds-of-billions">executive order</a> signed by Trump called for increased transparency into PBM fees and requested that the role of these middlemen be reevaluated.
CVS Caremark, owned by CVS Health Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVS#NYSE">CVS</a>), Express Scripts, owned by Cigna Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CI#NYSE">CI</a>), and OptumRx, owned by UnitedHealth Group Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNH#NYSE">UNH</a>), are the biggest PBM companies.
Shipp also underscored that PBM savings are expected, but direct price controls pose a longer-term risk for U.S.-heavy drugmakers. Transparency will reveal if PBM margin erosion can prevent deeper manufacturer cuts, he highlights.
&#8220;While many questions remain about how these executive orders will be implemented, after the initial news flow is digested, the net effect appears less detrimental to pharmaceutical drug manufacturers than to PBMs,&#8221; said Shipp.
&#8220;That said, reworking the way Americans buy their medicine is going to take a long time. Along the way, efforts to support direct-to-consumer sales will support both the manufacturers leading the charge and those they partner with for distribution,&#8221; he added.
See Also: <a href="https://www.benzinga.com/general/market-summary/25/05/45465955/ark-invest-takes-swipe-at-mstr-mara-says-bitcoin-treasury-companies-dont-make-sense-fundin">Ark Invest Expert Takes Swipe At MSTR, MARA, Says &#8216;Bitcoin Treasury Companies Don&#8217;t Make Sense:&#8217; &#8216;Funding Purchases With Debt&#8230;Seems Like A Recipe For Disaster&#8217;</a>
Why It Matters: Meanwhile, the billionaire investor and Shark Tank fame, Mark Cuban, called PBMs a &#8220;racket&#8221; in an X post by explaining that they <a href="https://www.benzinga.com/personal-finance/25/04/44674382/mark-cuban-says-big-insurance-companies-and-pbms-control-healthcare-costs-everyone-has-to-kiss-their-a-and-accept-the-complications">negotiate rebates and not prices</a>.
&#8220;They negotiate rebates. Not prices. In fact, the big PBMs control more than 95pct of the rebate negotiations. Big brand Pharma companies can&#8217;t negotiate with anyone else. IMO, it&#8217;s a racket,&#8221; he said.
While the April 15 order calls for transparency in pricing, Cuban highlights that 30% of the $4.9 trillion in healthcare spending is attributed to the overhead insurance companies and pricing distortions big PBMs create.
<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">One of the great lies the big PBM industry tells us is that they are needed to negotiate lower prices. It&#39;s a lie. They negotiate rebates. Not prices. In fact, the big PBMs control more than 95pct of the rebate negotiations. Big brand Pharma companies can&#39;t negotiate with…
&mdash; Mark Cuban (@mcuban) <a href="https://twitter.com/mcuban/status/1923880717420986860?ref_src=twsrc%5Etfw">May 17, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
Here are the aforementioned PBMs operating companies that have performed in 2025.
<figure class="wp-block-table is-style-stripes"> 
<table class="has-fixed-layout">
<tbody>
<tr>
<td>Stocks</td>
<td>YTD Performance</td>
<td>One-Year Performance</td>
</tr>
<tr>
<td>CVS Health Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVS#NYSE">CVS</a>)</td>
<td>41.41%</td>
<td>8.94%</td>
</tr>
<tr>
<td>Cigna Group. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CI#NYSE">CI</a>)</td>
<td>16.92%</td>
<td>-3.73%</td>
</tr>
<tr>
<td>UnitedHealth Group Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNH#NYSE">UNH</a>)</td>
<td>-42.14%</td>
<td>-43.56%</td>
</tr>
</tbody>
</table>
</figure>
Here are a few pharma-linked ETFs for investors to consider.
<figure class="wp-block-table is-style-stripes"> 
<table class="has-fixed-layout">
<tbody>
<tr>
<td>Pharma ETFs</td>
<td>YTD Performance</td>
<td>One Year Performance</td>
</tr>
<tr>
<td>VanEck Pharmaceutical ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PPH#NASDAQ">PPH</a>)</td>
<td>-0.28%</td>
<td>-4.66%</td>
</tr>
<tr>
<td>iShares US Pharmaceuticals ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IHE#NYSE">IHE</a>)</td>
<td>-1.20%</td>
<td>-2.03%</td>
</tr>
<tr>
<td>Invesco Pharmaceuticals ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PJP#NYSE">PJP</a>)</td>
<td>-3.45%</td>
<td>-0.83%</td>
</tr>
<tr>
<td>SPDR S&amp;P Pharmaceuticals ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XPH#NYSE">XPH</a>)</td>
<td>-4.83%</td>
<td>-1.70%</td>
</tr>
<tr>
<td>KraneShares MSCI All China Health Care Index ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KURE#NYSE">KURE</a>)</td>
<td>11.10%</td>
<td>1.65%</td>
</tr>
<tr>
<td>First Trust Nasdaq Pharmaceuticals ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FTXH#NASDAQ">FTXH</a>)</td>
<td>-6.51%</td>
<td>-6.89%</td>
</tr>
<tr>
<td>Direxion Daily Pharmaceutical &amp; Medical (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PILL#NYSE">PILL</a>)</td>
<td>-23.63%</td>
<td>-24.07%</td>
</tr>
</tbody>
</table>
</figure>
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 higher on Friday. The SPY was up 0.63% to $594.20, while the QQQ advanced 0.44% to $521.51, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a> data.
Read Next:
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</ul>
Photo courtesy: Rawpixel.com / Shutterstock.com

FTXH

iShares Dow Jones US Pharmaceuticals Index Fund

KURE

PILL

Merrill Lynch Pharmaceutical HOLDRs Trust

Trump's Drug Price Order Hits PBMs Hardest: CVS, Cigna, UNH In Focus As Experts Highlight 'Racket,' Pricing Distortion

Legal

Press Releases

Investor Alert: Wolfspeed, Driven Brands Holdings, Hasbro, and ImmunityBio: Johnson Fistel, PLLP Investigates Claims on Behalf of Investors

Wolfspeed, Inc. Appoints Semiconductor Industry Veteran Robert Feurle as Chief Executive Officer and Board Member

Wolfspeed Provides Update on Steps to Strengthen Capital Structure

WOLFSPEED ALERT: Bragar Eagel & Squire, P.C. is Investigating Wolfspeed, Inc. on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm

Wolfspeed, Inc. Announces Date of Fiscal Third Quarter Earnings Call for May 8, 2025

Wolfspeed Announces Executive Leadership Change

Wolfspeed Reports Financial Results for the Third Quarter of Fiscal Year 2025

Wolfspeed Adds Two Seasoned Directors to Its Board

Investor Alert: Wolfspeed, Driven Brands Holdings, Hasbro, and TransMedics: Johnson Fistel, PLLP Investigates Claims on Behalf of Investors

DRVN

IBRX

IFNNY

TMDX

Ambarella

Alpha and Omega Semiconductor Limited - Common Shares

Alpha & Omega

Blaize Holdings

CEVA

Canadian Solar

Diodes

Himax Technologies, Inc. - American depositary shares, each of which represents two ordinary shares.

Himax Techs

Intchains Group Limited - American Depositary Shares

Intchains Gr

ChipMOS TECHNOLOGIES INC. - American Depositary Shares

ChipMOS TECHNOLOGIES

indie Semiconductor, Inc. - Class A Common Stock

Indie Semiconductor

JinkoSolar Holding Company Limited American Depositary Shares (each representing 4 Common Shares)

JinkoSolar Holding Co

Kopin

SEALSQ

Everspin Technologies, Inc. - Common Stock

Everspin Technologies

Magnachip Semiconductor Corporation Common Stock

MagnaChip Semiconductor

MaxLinear

Navitas Semiconductor Corporation - Common Stock

Navitas Semiconductor

Penguin Solutions, Inc. - Ordinary Shares

Penguin Solutions

Power Integrations

Silicon Motion Technology Corporation - American Depositary Shares, each representing four ordinary shares

Silicon Motion Technology

SkyWater Technology

Synaptics

Toyo Co

Valens Semiconductor Ltd. Ordinary Shares

Valens Semiconductor

Piper Sandler

Citigroup

Goldman Sachs

Canaccord Genuity

B of A Securities

월요일(28일) 주요 미국 지수는 월요일에 혼조세로 마감했다. 다우존스 산업평균지수는 0.3% 상승하여 40,227.59포인트에 도달했고, S&amp;P 500은 0.06% 상승하여 5,528.75포인트로 마감했으며, 기술주 중심의 나스닥은 0.1% 하락하여 17,366.13포인트로 마감했다.
월요일에 소매 투자자와 트레이더의 주목을 받은 주요 주식은 다음과 같다.
<h3>플러그 파워 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLUG#NASDAQ">PLUG</a>)</h3>
월요일 플러그 파워의 주가는 25.68% 급등해 1.02달러에 마감하며 장중 최고가 1.19달러, 최저가 0.99달러를 기록했다. 52주 범위는 4.90달러에서 0.76달러 사이다. 회사는 최대 5억 2,500만 달러의 담보부 채권을 발행할 수 있는 <a href="https://www.benzinga.com/25/04/45038400/plug-power-rallies-as-new-financing-cost-cuts-boost-confidence-in-turnaround-plan" target="_blank" rel="noopener">담보부 채권</a> 계약을 요크빌 어드바이저(Yorkville Advisors)와체결하여 턴어라운드 계획에 대한 투자자들의 신뢰를 높였다.
<h3>포니AI (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PONY#NASDAQ">PONY</a>)</h3>
중국 로보택시 기업 포니 AI 주가는 47.22% 상승한 10.32달러로 장중 최고가 11.35달러, 최저가 7.11달러를 기록했다. 52주 최고가와 최저가는 각각 23.88달러와 4.11달러다. 회사는 비용 절감 조치에 이어 <a href="https://www.benzinga.com/news/global/25/04/45049945/pony-ai-stock-is-galloping-higher-monday-heres-what-investors-are-watching" target="_blank" rel="noopener">수익성 회복 시기</a>를 앞당기면서 주목을 받고 있다.
<h3>울프스피드 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WOLF#NYSE">WOLF</a>)</h3>
반도체 제조업체 울프스피드 주가는 26.30% 급등한 4.13달러로 장중 최고가 4.22달러, 최저가 3.62달러를 기록했다. 52주 범위는 30.86~2.06달러다. 회사는 반도체 부문의 광범위한 강세와 경제 성장에 대한 낙관론으로 인해 <a href="https://www.benzinga.com/news/25/04/45051480/wolfspeed-wolf-stock-is-up-24-monday-whats-going-on" target="_blank" rel="noopener">상당한 랠리</a>를 보였다.
<h3>엔비디아 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)</h3>
엔비디아 주가는 2.05% 하락한 108.73달러로 장중 최고가 110.37달러, 최저가 106.02달러를 기록했다. 52주 범위는 153.13~81.25달러다. <a href=""https://www.benzinga.com/25/04/45038365/nvidia-stock-is-sliding-monday-morning-whats-going-on"">화웨이 테크놀로지</a>가 엔비디아의 지배력에 도전하기 위해 AI 칩을 개발했다는 보도가 나온 후 하락세를 보였다.
<h3>테슬라 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>)</h3>
테슬라 주가는 0.33% 상승한 285.88달러로 장중 최고가 294.86달러, 최저가 272.42달러를 기록했다. 52주 범위는 488.54~167.41달러다. 주가는 <a href="https://www.benzinga.com/news/25/04/45047288/tesla-stock-pulls-back-following-best-week-of-2025-whats-going-on" target="_blank" rel="noopener">호의적인 정책 개발</a>과 전략적 이니셔티브에 힘입어 한 주 동안 강세를 보인 후 소폭 하락했다.
<a href="https://www.benzinga.com/premarket">벤징가 프리마켓 주요 동향 및 뉴스</a>와 함께 오늘의 거래를 준비하세요.
사진: Gumbariya via Shutterstock
이 기사는 <a href="https://www.benzinga.com/author/benzinga-neuro">Benzinga Neuro</a>를 사용하여 생성되었으며, <a href="https://www.benzinga.com/author/shivdeep-dhaliwal">Shivdeep Dhaliwal</a>이 편집했습니다.
Benzinga Pro의 독점 뉴스 및 도구로 수익률을 높이세요.
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화요일(4일) 저녁 의회 합동 연설에서 도널드 트럼프 대통령은 미국에 시설을 설립하는 반도체 회사에 제조 인센티브를 제공하는 칩스법(CHIPS)의 폐지를 촉구했다.
무슨 일 있었나: 화요일의 의회 연설에서 대통령은 "칩스법은 끔찍하고 끔찍한 법안"이라며 비판했다. 트럼프는 마이크 존슨 미 하원 의장에게 이 법안을 "없애고", "남은 것은 무엇이든" "부채를 줄이거나 원하는 다른 이유"를 위해 사용하라고 촉구했다.
<a href="//www.semiconductors.org/chips-incentives-awards/"" target="_blank" rel="noopener">반도체산업협회</a>에 따르면 칩스법 프로그램은 미국 반도체 제조에 대한 투자를 촉진했다. 23개 주에 걸쳐 32개 기업에 약 380억 달러의 보조금과 대출금이 지급되었으며, 2030년까지 3800억 달러 이상의 민간 투자를 유치하고 약 145,000개의 새로운 일자리를 창출할 것으로 예상된다.
특히, 국방부와 상무부는 첨단 반도체의 국내 제조를 확대하고 국가 안보에 필수적인 미국 공급망을 강화하기 위해 인텔에 최대 30억 달러의 칩스법 자금을 지원했다.
한편, TSMC는 66억 달러 상당의 보조금을 받았으며, 그중 50억 달러는 애리조나주 피닉스에 650억 달러 규모의 프로젝트를 설립하기 위해 대출받은 금액이다.
다음은 칩스법에 따라 보조금을 받은 미국 상장 수혜 기업 목록이다.
<figure class="wp-block-table is-style-stripes">
<table style="overflow:auto; height: 90px; display: block;">
<tbody>
<tr>
<td>회사 </td>
<td>연초 대비 주가 실적</td>
<td>1년 실적</td>
</tr>
<tr>
<td>앰코 테크놀로지 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMKR#NASDAQ">AMKR</a>)</td>
<td>-21.57%</td>
<td>-37.79%</td>
</tr>
<tr>
<td>아나로그디바이스 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ADI#NASDAQ">ADI</a>)</td>
<td>7.02%</td>
<td>19.17%</td>
</tr>
<tr>
<td>코히런트 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COHR#NYSE">COHR</a>)</td>
<td>-30.84%</td>
<td>5.51%</td>
</tr>
<tr>
<td>코닝 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GLW#NYSE">GLW</a>)</td>
<td>-0.46%</td>
<td>43.05%</td>
</tr>
<tr>
<td>인테그리스 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ENTG#NASDAQ">ENTG</a>)</td>
<td>1.15%</td>
<td>-27.49%</td>
</tr>
<tr>
<td>글로벌파운드리 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GFS#NASDAQ">GFS</a>)</td>
<td>-11.56%</td>
<td>-28.48%</td>
</tr>
<tr>
<td>HP (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HPQ#NYSE">HPQ</a>)</td>
<td>-9.79%</td>
<td>0.55%</td>
</tr>
<tr>
<td>인피네라 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INFN#NASDAQ">INFN</a>)</td>
<td>1.07%</td>
<td>28.93%</td>
</tr>
<tr>
<td>인텔 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>)</td>
<td>5.49%</td>
<td>-50.58%</td>
</tr>
<tr>
<td>마컴 테크놀로지 솔루션스 홀딩스 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MTSI#NASDAQ">MTSI</a>)</td>
<td>-15.20%</td>
<td>20.75%</td>
</tr>
<tr>
<td>마이크로칩 테크놀로지 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MCHP#NASDAQ">MCHP</a>)</td>
<td>2.22%</td>
<td>-32.11%</td>
</tr>
<tr>
<td>마이크론 테크놀로지 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>)</td>
<td>4.43%</td>
<td>-3.46%</td>
</tr>
<tr>
<td>폴라 파워 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/POLA#NASDAQ">POLA</a>)</td>
<td>-29.51%</td>
<td>-16.33%</td>
</tr>
<tr>
<td>로켓랩 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RKLB#NASDAQ">RKLB</a>)</td>
<td>-23.90%</td>
<td>348%</td>
</tr>
<tr>
<td>스카이워터 테크놀로지(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SKYT#NASDAQ">SKYT</a>)</td>
<td>-35.93%</td>
<td>-24.96%</td>
</tr>
<tr>
<td>텍사스 인스투르먼트 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TXN#NASDAQ">TXN</a>)</td>
<td>4.22%</td>
<td>14.18%</td>
</tr>
<tr>
<td>TSMC (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>)</td>
<td>-10.71%</td>
<td>33.36%</td>
</tr>
<tr>
<td>울프스피드 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WOLF#NYSE">WOLF</a>)</td>
<td>-20.51%</td>
<td>-80.08%</td>
</tr>
</tbody>
</table>
</figure>
이 기사도 읽어보세오: <a href="https://kr.benzinga.com/news/usa/stocks/%EB%A7%A4%EA%B7%B8-7-%EB%B9%85%ED%85%8C%ED%81%AC-%EC%A2%85%EB%AA%A9-2025%EB%85%84-sp-500-%EC%88%98%EC%9D%B5%EB%A5%A0-%EC%83%81%EC%9C%84-50%EC%9C%84-%EB%B0%96%EC%9C%BC%EB%A1%9C-%EB%B0%80/" target="_blank" rel="noopener">‘매그 7' 빅테크 종목, 2025년 S&amp;P 500 수익률 상위 50위 밖으로 밀려나</a>
왜 중요한가: 트럼프의 의회 연설 몇 시간 전, TSMC는 미국 내 첨단 반도체 제조에 1,000억 달러를 추가로 <a href="https://www.benzinga.com/trading-ideas/movers/25/03/44124444/taiwan-semiconductor-rises-as-100-billion-u-s-expansion-defies-market-downturn" target="_blank" rel="noopener">투자할 계획이라고 발표했다.</a> 애리조나에서 이미 진행 중인 650억 달러 규모의 프로젝트를 기반으로 한 이번 투자 확대로 TSMC의 미국 내 총 투자액은 1,650억 달러에 달하게 된다.
트럼프 대통령은 TSMC의 최근 투자에 대해 이렇게 말했다. "그들에게 중요한 것은 관세를 내고 싶지 않다는 것이었다. 그래서 그들은 와서 공장을 짓고 있다. 그리고 다른 많은 회사들도 오고 있다. 우리는 그들에게 돈을 줄 필요 없이 우리 기업과 우리 국민을 보호하고 싶을 뿐이며, 그들이 미국에 지으면 관세를 내지 않아도 되기 때문에 올 것이다.&#8221;
가격 움직임: 각각 S&amp;P 500 지수와 나스닥 100 지수를 각각 추종하는 SPDR S&amp;P 500 ETF Trust(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>)와 Invesco QQQ Trust ETF(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>)는 화요일에 하락했다. <a href="//pro.benzinga.com/dashboard"" target="_blank" rel="noopener">벤징가 프로</a> 데이터에 따르면 SPY는 1.18% 하락한 576.86달러, QQQ는 0.30% 하락한 495.55달러를 기록했다.
수요일 다우존스 선물은 0.47%, S&amp;P 500 선물은 0.60% 상승한 반면 나스닥 100 선물은 0.72% 상승했다.
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.

엘리엇 인베스트먼트 매니지먼트는 4분기 동안 여러 포트폴리오 조정을 하였다. 여러 옵션 포지션을 청산하고 이 행동주의 투자 회사의 <a href="https://www.benzinga.com/trading-ideas/long-ideas/25/02/43811538/5-top-tech-stocks-hedge-funds-have-been-bullish-on-in-q4-hint-its-not-nvidia">기술 노출</a>을 재편했다.
미국 증권 거래 위원회에 제출된 새로운 <a href="https://www.sec.gov/Archives/edgar/data/1791786/000101359425000294/xslForm13F_X02/primary_doc.xml" target="_blank" rel="noreferrer noopener">13-F</a> 파일링에 따르면, 엘리엇은 4분기에 다음과 같은 새로운 포지션을 추가했다:
<ul>
<li>울프스피드 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WOLF#NYSE">WOLF</a>)</li>
</ul>
<ul>
<li>엔비디아 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) 풋 옵션</li>
</ul>
<ul>
<li>SPDR Select Sector Fund Industrial (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLI#NYSE">XLI</a>) 풋 옵션</li>
</ul>
<ul>
<li>SPDR S&amp;P Oil &amp; Gas Exploration &amp; Production (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XOP#NYSE">XOP</a>) 풋 옵션</li>
</ul>
다음은 엘리엇이 4분기에 추가한 모든 포지션들이다:
<ul>
<li>Invesco QQQ Trust (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>) 369% 증가</li>
</ul>
<ul>
<li>마이크로스트레티지 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>) 200% 증가</li>
</ul>
<ul>
<li>코메딕스 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRMD#NASDAQ">CRMD</a>) 85% 증가</li>
</ul>
<ul>
<li>HDFC 은행 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HDB#NYSE">HDB</a>) 6% 증가</li>
</ul>
다음은 엘리엇이 4분기에 청산한 모든 포지션들이다:
<ul>
<li>캐털렌트 (CTLC)</li>
</ul>
<ul>
<li>카디널 헬스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CAH#NYSE">CAH</a>)</li>
</ul>
<ul>
<li>유니티 소프트웨어 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/U#NYSE">U</a>)</li>
</ul>
<ul>
<li>빌 홀딩스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BILL#NYSE">BILL</a>)</li>
</ul>
엘리엇은 Arm 홀딩스, 아메리칸 항공 및 알래스카 에어 그룹 등의 여러 종목에서 콜 옵션을 청산했다. 또한 에퀴닉스, 하얏트 호텔 및 호스트 호텔 등의 여러 풋 포지션도 청산했다.
다음은 엘리엇이 4분기에 축소한 모든 포지션들이다:
<ul>
<li>아이콘 Plc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ICLR#NASDAQ">ICLR</a>) 62% 감소</li>
</ul>
<ul>
<li>링센트럴 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RING#NYSE">RING</a>) 55% 감소</li>
</ul>
<ul>
<li>NRG 에너지 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NRG#NYSE">NRG</a>) 50% 감소</li>
</ul>
<ul>
<li>컨플루언트 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CFLT#NASDAQ">CFLT</a>) 37% 감소</li>
</ul>
<ul>
<li>사우스웨스트 항공 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LUV#NYSE">LUV</a>) 2% 감소</li>
</ul>
위 정보에는 분기 동안 추가되거나 축소된 콜 또는 풋 옵션이 포함되어 있지 않다.
이 정보는 <a href="https://13f.info/13f/000101359425000294/compare/000101359424000968" target="_blank" rel="noreferrer noopener">13f.info</a> 의 비교 도구를 사용하여 수집되었습니다.
다음 읽어보기:
<ul>
<li><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 기술주 (힌트: NVIDIA가 아닙니다)</a></li>
</ul>
이 그림은 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.

이스라엘과 레바논은 이스라엘과 헤즈볼라 간의 1년 넘는 폭력적 충돌을 종식시키기 위한 휴전 협정의 틀에 합의했다고 한 고위 미국 관리가 월요일 아침 악시오스(Axios)에 전했다.
이 협정은 화요일 이스라엘의 안전 보장 내각의 공식 승인을 기다리고 있지만, 글로벌 금융 시장은 이미 반응을 보이고 있다. 지정학적 위험이 줄어들면서 금과 유가가 급락하고, <a href="https://www.benzinga.com/topic/israel">투자자들의 낙관적 전망이 개선되고 있는 가운데</a> 위험 자산의 가치가 상승하고 있다. <a href="https://www.benzinga.com/topic/israel"> </a>
다우존스 지수와 S&amp;P 500 지수는 월요일 뉴욕에서 시장이 개장한 직후 몇 분 만에 최고가를 경신했다.
<h3 class="wp-block-heading">이스라엘-레바논 협정: 내용</h3>
휴전이 승인된다면, 3,500명 이상의 레바논인과 140명의 이스라엘인이 목숨을 잃고 국경 양쪽에서 수십만 명이 피란 생활을 하게 된 끔찍한 장이 끝나는 것을 의미한다.
이 제안된 협정에 따르면, 이스라엘은 남부 레바논에서 군 철수를 60일간 시작하고, 악시오스의 <a href="https://www.axios.com/2024/11/25/israel-lebanon-near-hezbollah-ceasefire-deal">보도</a>에 따르면, 레바논 군은 국경 지역에 배치되며 헤즈볼라는 리타니 강 북쪽으로 중무기를 이전해야 한다.
협정 준수를 보장하기 위해, 미국 주도의 감독 위원회가 협정을 모니터링하고, 레바논군이 행동하지 않을 경우 미국이 이스라엘 군사 작전을 지원하겠다고 약속했다.
한 고위 미국 관리가 악시오스에 말했다: &#8220;우리는 협정이 되었다고 생각한다. 하지만 우리는 골라인에 있지만 아직 지나지 않았다.&#8221;
<h3 class="wp-block-heading">유가, 금 가격 급락</h3>
이 소식은 원자재 시장에 충격파를 보냈다.
더 넓은 지역 갈등의 위협이 줄어들면서, United States Oil Fund(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/USO#NYSE">USO</a>)가 추적하는 서부 텍사스 중질유(WTI) 가격이 월요일에 배럴당 70달러로 1.5% 하락하며 금요일의 상승폭을 거의 완전히 반납했다.
SPDR 금 ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GLD#NYSE">GLD</a>)가 추적하는 금 가격은 안전 자산에 대한 베팅이 축소되면서 온스당 2,640달러로 3% 이상 급락했다. 은 가격도 3% 하락하여 온스당 30.40달러로 거래되었다.
미국 달러도 약세를 보이며 주요 통화 바스켓 대비 0.7% 하락하여 위험 심리의 변화를 반영했다.
<h3 class="wp-block-heading">주식 시장, 새로운 고점으로 상승</h3>
휴전 낙관론이 주식 시장으로 확산되었다. SPDR S&amp;P 500 ETF Trust(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>)가 추적하는 S&amp;P 500 지수 6,020포인트로 사상 최고치를 기록하며 이날 0.8% 상승했고, SPDR 다우존스 산업평균지수 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIA#NYSE">DIA</a>)가 추적하는 다우존스 산업평균지수 1% 상승하여 44,738로 신고가를 기록했다.
모든 주요 S&amp;P 섹터가 상승했으며, 에너지 섹터를 제외한 모든 섹터가 상승했다. 더 넓은 지수는 여섯 번째 연속 상승세를 목표로 하고 있다.
VanEck 이스라엘 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ISRA#NYSE">ISRA</a>)가 추적하는 이스라엘 주식은 1.9% 상승하여 여섯 번째 연속 상승세를 보였다.
월요일 뉴욕에서 거래 중 S&amp;P 500의 주요 상승 종목은 다음과 같다:
<ul>
<li>배스 앤 바디웍스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BBWI#NYSE">BBWI</a>)</li>
<li>슈퍼 마이크로 컴퓨터 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>)</li>
<li>울프스피드 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WOLF#NYSE">WOLF</a>)</li>
<li>클래리베이트 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CLVT#NYSE">CLVT</a>)</li>
<li>아스테라 랩스 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ALAB#NASDAQ">ALAB</a>)</li>
</ul>
다음 읽어보기:
<ul>
<li><a href="https://kr.benzinga.com/news/usa/indices/%EB%B1%85%EA%B0%80%EB%93%9C%EC%9D%98-sp-500-etf%EB%8A%94-2024%EB%85%84%EC%97%90-1000%EC%96%B5-%EB%8B%AC%EB%9F%AC-%EC%9C%A0%EC%9E%85-%EA%B8%B0%EB%A1%9D-spy%EC%9D%98-1%EC%9C%84-%EC%9E%90%EB%A6%AC/" target="_blank" rel="noopener">2024년 뱅가드 S&amp;P 500 ETF 1000억 달러 유입: SPY의 왕관이 위험에 처했는가?</a></li>
</ul>
사진 출처: Shutterstock.
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이스라엘·레바논, 휴전 협정 도달: 금 및 유가 하락, S&P 500과 다우존스가 최고치 경신

울프스피드(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WOLF#NYSE">WOLF</a>)의 주식은 회사의 3분기 재무 결과 발표 이후 수요일 애프터 세션에서 28% 이상 급락했다. 울프스피드는 비용 구조를 효율화하기 위한 이니셔티브를 발표했다. <a href="https://www.benzinga.com/quote/WOLF">보고서 요약</a>은 다음과 같다.
<ul>
<li>1분기 매출: 1억 9,470만 달러, 예상 2억 3,900만 달러 대비 하회</li>
</ul>
<ul>
<li>1분기 조정 EPS: 91센트 손실, 예상 손실 1달러 대비 개선</li>
</ul>
&#8220;운영 효율성을 개선하고 시장 상황에 맞게 비즈니스를 조정하며, 최초의 실리콘 카바이드 회사로서 순수 200mm로 전환하기 위한 조치를 취하고 있다. 완전한 200mm 플랫폼으로의 전환은 우리의 비용 구조를 효율화하기 위한 추가 이니셔티브를 가능하게 하며, 여기에는 수동 더햄(Durham) 150mm 팹의 폐쇄, 기타 제조 발판 합리화, 그리고 인력 감축이 포함된다&#8221;고 울프스피드의 CEO인 그렉 로우(Gregg Lowe)가 말했다.
울프스피드는 분기를 약 17억 달러의 현금 및 투자 잔액으로 마감했다. 이 회사는 또한 미국 생산 능력 확장 계획을 지원하기 위해 최대 25억 달러의 추가 자금에 접근할 수 있다고 언급했다.
이 회사는 비용 절감 이니셔티브가 연간 약 2억 달러의 현금 절감 효과를 가져올 것으로 예상한다고 밝혔다.
주목해 볼 만한 소식: <a href="https://kr.benzinga.com/news/usa/earnings/%EC%95%B1%EB%9F%AC%EB%B9%88-3%EB%B6%84%EA%B8%B0-%EC%8B%A4%EC%A0%81-%EB%B0%9C%ED%91%9C-%ED%9B%84-30-%EA%B0%80%EA%B9%8C%EC%9D%B4-%EA%B8%89%EB%93%B1-%EB%A7%A4%EC%B6%9C-%EB%B0%8F-eps-%EC%98%88%EC%83%81/" target="_blank" rel="noopener">앱러 주식이 3분기 실적 보고서 발표 후 급등: 매출 및 EPS 예상치를 상회, 강력한 소프트웨어 플랫폼 성장</a>
2분기 가이던스: 울프스피드는 2분기 매출이 1억 6,000만 달러에서 2억 달러 사이가 될 것으로 예상하고 있으며, 이는 예상 2억 1,458만 달러보다 낮다. 이 회사는 2분기 주당 손실이 89센트에서 1.14달러로 예상하며, 예상 손실 90센트와 비슷하다.
&#8220;우리는 1분기 자동차 사업에서 전년 대비 2.5배 성장을 달성했으며, EV 매출이 2025년까지 계속 성장할 것으로 예상한다. 이는 울프스피드 실리콘 카바이드 솔루션을 사용하는 자동차 모델 수가 2023년에서 2024년 사이에 4배 증가하고, 2025년에는 다시 약 75% 증가할 것으로 예상되기 때문이다&#8221;고 로우가 말했다.
&#8220;우리는 또한 산업 및 에너지 사업의 장기적인 펀더멘털에 대한 확신을 유지하고 있다. 중요한 점은 핵심 최종 시장의 장기적인 추세와 장기적인 성장 동력이 그대로 유지된다고 믿고 있다. 그리고 오늘 우리가 취하고 있는 조치를 통해 우리는 앞으로의 장기적인 성장 기회를 포착할 수 있는 보다 효율적이고 민첩한 조직이 될 수 있을 것으로 기대한다."
WOLF 주가 변동: <a href="http://benzinga.com/quote/wolf">울프스피드의 주식</a>은 수요일 시간외 거래에서 28.15% 하락한 9.85달러에 마감되었다.
사진: Wolfspeed 제공.
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울프스피드의 주식이 부진한 3분기 실적 발표 후 시간외 거래에서 28% 이상 급락

<h2 class="wp-block-heading">뉴 온 더 블록</h2>
아리 엠마누엘(Ari Emanuel)의 스포츠 및 엔터테인먼트 대기업인 엔데버 그룹 홀딩스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EDR#NYSE">EDR</a>)는 마이애미 오픈 및 마드리드 오픈 테니스 토너먼트를 포함한 IMG 테니스 자산 매각 가능성을 검토하고 있다. IMG의 다른 자산 대부분은 UFC(얼티밋 파이팅 챔피언십) 및 <a href="https://www.benzinga.com/topic/wwe">WWE</a>(월드 레슬링 엔터테인먼트)의 모회사인 TKO 그룹 홀딩스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TKO#NYSE">TKO</a>)와의 목요일에 발표된 거래에 포함되었다.
근현대 작품을 선보이는 큐레이팅 이벤트인 프리즈 아트페어(Frieze Art Fair)도 판매된다. 엔데버는 2016년 4월에 다수의 지분을 인수했습니다. 레인 그룹(Raine Group)이 엔데버에 자문을 제공하고 있다.
참고: <a href="https://www.benzinga.com/government/24/10/41549838/uk-launches-antitrust-review-of-synopsys-34-billion-ansys-deal-over-growing-concerns">영국, 증가하는 우려 속에 시높시스의 340억 달러 앤시스 거래에 대한 반독점 검토 시작</a>
<h2 class="wp-block-heading">오프 더 블록</h2>
1년 전 <a href="https://www.benzinga.com/general/entertainment/23/09/34455843/wwe-and-ufc-merge-on-tuesday-heres-what-you-need-to-know">WWE와 UFC의 합병</a>으로 탄생한 TKO는 텍사스 포트워스에 본사를 둔 프로페셔널 불 라이더스(Professional Bull Riders)와 라이브 이벤트 비즈니스 온 로케이션(On Location)이 포함된 전체 지분 거래로 32억 5천만 달러 규모의 엔데버로부터 스포츠 마케팅 대행사 IMG를 인수했다. 이 매각은 2025년 상반기에 완료될 것으로 예상된다. 엔데버는 TKO의 약 59%를 소유하게 된다. 별도로, TKO의 이사회는 최대 20억 달러의 A 클래스 보통주 매입 프로그램을 승인했다.
PPG(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PPG#NYSE">PPG</a>)가 미국과 캐나다에서의 건축용 코팅 사업을 5억 5천만 달러에 사모펀드 아메리칸 인더스트리얼 파트너스(American Industrial Partners)에 매각하기로 합의했다. 이는 2월에 처음 발표된 매각 절차를 종료한다. 이 거래는 2024년 말 또는 2025년 초에 완료될 것으로 예상된다. 골드만삭스가 PPG의 매각을 자문했으며, 법무법인 호건 로벨스(Hogan Lovells U.S.)가 법률 문제를 처리했다.
지프(Jif) 피넛버터 제조사인 J.M. 스머커(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SJM#NYSE">SJM</a>)가 보트먼(Voortman)이라는 쿠키 브랜드를 스낵 회사인 세컨드 네임 브랜즈(Second Name Brands)에 3억 5천만 달러에 매각했다. 로이터는 7월에 이 경매에 대해 처음 보도했다. J.M. 스머커는 또한 폴저스(Folgers) 커피, 호스티스(Hostess) 구운 스낵, 미유 믹스(Meow Mix) 및 키블스 앤 비츠(Kibbles &#8216;n Bits)와 같은 다양한 애완 동물 사료를 소유하고 있다.
<h2 class="wp-block-heading">더 블록의 업데이트</h2>
바이오텍 회사인 프로페이즈 랩스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PRPH#NASDAQ">PRPH</a>)가 싱크에퀴티(ThinkEquity)를 <a href="https://www.nasdaq.com/press-release/prophase-labs-announces-positive-updates-strategic-initiatives-company-anticipates" target="_blank" rel="noopener">고용</a>하여 PMI의 매각을 자문하도록 했다. 현재까지 70명 이상의 잠재적 인수자가 고려되고 있다. 이 거래는 2025년에 완료될 것으로 예상된다.
노스캐롤라이나 더럼에 본사를 둔 울프스피드(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WOLF#NYSE">WOLF</a>)가 독일 반도체 공장 건설 계획을 <a href="https://www.ft.com/content/b31d96e7-9c1c-44d9-b358-ebe8ce7842c1" target="_blank" rel="noopener">보류</a>했다. 이 개발은 행동주의 투자 회사인 자나 파트너스(Jana Partners)가 울프스피드 이사회에 회사 전체 매각을 탐색할 것을 촉구한 지 약 두 달 후에 발생했다.
버라이즌 커뮤니케이션즈(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VZ#NASDAQ">VZ</a>)가 프론티어 커뮤니케이션즈(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FYBR#NASDAQ">FYBR</a>)를 주당 38.50달러에 인수하겠다고 제안했다. 프론티어 이사회는 매각을 고려하고 있었으며, 주주들에게 거래에 찬성하도록 투표할 것을 권장했다.
<h2 class="wp-block-heading">파산 블록</h2>
영국 TV 출연자 앤트 안스테드(Ant Anstead)가 소유한 고급 자동차 제조업체인 래드포드 모터스(Radford Motors)는 챕터 11  파산 <a href="https://people.com/ant-anstead-supercar-company-radford-motors-files-for-bankruptcy-8733015">신청</a>을 제출했다. 피플 매거진(People Magazine)이 이 소식을 처음 보도했다. 올해 히피(Hiphi)라는 중국 전기차 스타트업이 휴먼 호라이즌스(Human Horizons)의 지원을 받아 8월에 파산을 신청했다. 이고(E.Go)라는 독일 전기차 제조업체는 3월에 두 번째로 지급불능을 신청하고 5월에 청산되었다.
지금 읽기:
<ul>
<li><a href="EXCLUSIVE: Anthony Scaramucci Predicts 'Acceptance Of Stablecoins' As Digital Dollars With Upcoming Crypto-Friendly Congress">독점: 앤서니 스카라무치는 다가오는 암호화폐 친화적 의회에서 디지털 달러로 &#8216;스테이블코인의 수용&#8217;을 예측</a></li>
</ul>
Benzinga Pro의 독점 뉴스 및 도구로 더 많은 승리를 거두세요 
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<a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

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딜 디스패치: UFC, WWE 모회사 TKO가 불 라이딩 인수; 엔데버가 테니스 자산 매각 검토 등

이들 7개 중형주는 지난주 최고의 성과를 거두었다. 그것들이 당신의 포트폴리오에 있나요?
1. 오클로(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OKLO#NYSE">OKLO</a>)의 주식은 지난주 99.23% 급등했다. 이는 아마존(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>)의 AWS가 <a href="https://www.benzinga.com//node/41358363" target="_blank" rel="noreferrer noopener">5억 달러 이상을 핵 발전에 투자할 계획을 발표</a>한 후 원자력 관련 주식들의 상승에 따른 것 이다.
2. 웨이브 라이프 사이언스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WVE#NASDAQ">WVE</a>)의 주식은 회사가 RestorAATion-2 시험에서 <a href="https://www.benzinga.com//node/41359843" target="_blank" rel="noreferrer noopener">알파-1 안티트립신 결핍증</a>에 대한 WVE-006의 최초 인류 치료 RNA 편집에 성공했다고 발표한 후 67.35% 급등했다. 여러 애널리스트들이 주가 목표를 <a href="https://www.benzinga.com/quote/wve/analyst-ratings" target="_blank" rel="noreferrer noopener">상향 조정</a>했다.
3. 롱보드 파마슈티컬스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LBPH#NASDAQ">LBPH</a>)의 주식은 회사가 룬드벡(Lundbeck)에 의해 <a href="https://www.benzinga.com//node/41313129" target="_blank" rel="noreferrer noopener">주당 60달러 현금으로 인수될 것</a>이라고 발표한 후 52.21% 상승했다.
4. 울프스피드(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WOLF#NYSE">WOLF</a>)의 주식은 반도체 및 과학 법(<a href="https://www.benzinga.com//node/41339603" target="_blank" rel="noreferrer noopener">CHIPS and Science Act)</a>에 따른 최대 7억 5천만 달러의 직접 자금 지원을 위한 비구속적 예비 계약을 체결한 후 42.44% 급등했다.
5. 클린스파크(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CLSK#NASDAQ">CLSK</a>)의 주식은 비트코인(CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) 가격이 <a href="https://www.benzinga.com//node/41386011" target="_blank" rel="noreferrer noopener">67,000달러 이상</a> 오른 후 34.10% 상승했다.
6. 텔레폰 앤 데이터 시스템즈(NYS:<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/tds" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for TDS">TDS</a>)의 주식은 회사의 자회사인 유나이티드 스테이트 셀룰러(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/USM#NYSE">USM</a>)가 <a href="https://www.benzinga.com//node/41403665" target="_blank" rel="noreferrer noopener">AWS 및 PCS 대역의 일부 주파수 라이선스를 판매</a>한다고 발표한 후 26.03% 상승했다.
7. 아이온큐(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IONQ#NYSE">IONQ</a>)의 주식은 회사가 <a href="https://www.benzinga.com/earnings" target="_blank" rel="noreferrer noopener">3분기 재무 결과를 11월 6일 발표</a>할 것이라고 발표한 후 15.31% 상승했다.
추가 읽기:
<ul>
<li><a href="https://kr.benzinga.com/news/usa/stocks/%EB%8B%88%EC%98%A4-asml-%EB%B0%8F-cvs-%ED%97%AC%EC%8A%A4%EB%8A%94-%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-%EB%8C%80%ED%98%95/" target="_blank" rel="noopener">니오, ASML 및 CVS 헬스는 지난주 최악의 성과를 보인 10개 대형주 중 일부 (10월 14일-18일)</a></li>
<li><a href="https://kr.benzinga.com/news/usa/stocks/%EC%BD%94%EC%9D%B8%EB%B2%A0%EC%9D%B4%EC%8A%A4%EC%99%80-%EC%9C%A0%EB%82%98%EC%9D%B4%ED%8B%B0%EB%93%9C-%ED%95%AD%EA%B3%B5%EC%9D%80-%EC%A7%80%EB%82%9C%EC%A3%BC-%EC%B5%9C%EA%B3%A0-%EC%84%B1%EA%B3%BC/" target="_blank" rel="noopener">코인베이스와 유나이티드 항공은 지난주 최고 성과를 보여준 11개 대형주 중 일부 (10월 14일-18일)</a></li>
</ul>
사진 출처: Oklo
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AMZN

오클로, 클린스파크 및 울프스피드는 지난주 최고 성과를 보여준 7개 중형주 중 일부 (10월 14일-18일)

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