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슈퍼마이크로(SMCI), 1000달러 주식 가능성? 월가 애널리스트 분석

Sep 25, 2024 02:13 am UTC| Business Technology

루프 캐피털의 애널리스트는 월요일 슈퍼마이크로 컴퓨터(Super Micro Computer Inc, NASDAQ) 주식의 목표 주가를 1500달러에서 1000달러로 하향 조정했다. 이는 AI 서버 제조업체인 슈퍼마이크로가 매출총이익률(GM)과 영업이익률(OM)을...

미즈호, 퀄컴 인텔 대신 이 두 반도체 기업 인수 추천

Sep 25, 2024 01:57 am UTC| Business Technology

이코노타임즈에 따르면, 미즈호 애널리스트들은 퀄컴(NASDAQ)이 인텔(NASDAQ)과의 거래를 추진하는 대신 다른 반도체 기업을 인수하는 것이 더 낫다고 제안했다. 지난주 월스트리트저널(WSJ) 보도에 따르면, 퀄컴이 인텔과 인수...

미국 데이터 센터 전력 수요, 2027년까지 두 배 증가 전망: 모건 스탠리

Sep 25, 2024 01:57 am UTC| Economy Business

모건스탠리(Morgan Stanley)는 2027년까지 생성형 인공지능(Generative AI, GenAI)을 지원하기 위한 고성능 컴퓨팅(HPC) 수요 증가로 미국의 데이터센터 전력 용량이 거의 두 배로 늘어날 것이라고 밝혔다. 현지시간 월요일...

비스타, 블랙스톤 스마트시트 84억 달러에 인수 올해 최대 비공개 거래 중 하나

Sep 25, 2024 01:55 am UTC| Business

로이터통신에 따르면, 사모펀드 비스타 에쿼티 파트너스와 블랙스톤(뉴욕증권거래소: BX)이 협업 소프트웨어 제조업체 스마트시트(뉴욕증권거래소: SMAR)를 84억 달러에 인수한다고 화요일 발표했다. 이는 올해 가장 큰 비공개 거래 중...

엔비디아 주식: 모건스탠리, 호퍼·블랙웰 수요 강세 전망

Sep 25, 2024 01:54 am UTC| Technology Business

모건스탠리 분석가들에 따르면, 엔비디아(NVIDIA, NVDA)의 호퍼(Hopper)와 블랙웰(Blackwell) GPU에 대한 수요가 강세를 보이고 있다. 투자은행 모건스탠리는 화요일 보고서에서 엔비디아의 블랙웰 칩이 현재 대량 생산에 들어갔으며,...

디어, 스노우플레이크, 스타벅스 하락 테슬라, 세일즈포스 상승하며 시장 주목

Sep 25, 2024 01:48 am UTC| Business

해외 보도에 따르면, 미국 주식 선물은 화요일 소폭 상승하며 거래를 시작했다. 이는 여러 연방준비제도(Fed) 관계자들의 발언을 소화하는 한편, 중요한 인플레이션 데이터 발표를 앞둔 투자자들의 움직임으로 풀이된다. 다음은 오늘...

Digital Currency Revolution

Shiba Inu's 'Uptober' Potential: Is SHIB Ready for a 283% October Surge?

Sep 25, 2024 00:49 am UTC| Digital Currency Technology Business

Shiba Inu (SHIB) may be gearing up for a significant price surge this October, with historical data indicating a potential 283% increase. Investors are watching closely as the meme-based cryptocurrency enters what could be...

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Economy

IMF Reaches Staff-Level Agreement With Egypt, Opening Path to $3.8 Billion in Funding

The International Monetary Fund (IMF) has announced that it reached a staff-level agreement with Egypt on the fifth and sixth reviews of the countrys Extended Fund Facility (EFF), a key step that could unlock around $2.5...

RBA Signals Possible Interest Rate Hike in 2026 as Inflation Pressures Persist

The Reserve Bank of Australia (RBA) has revealed that its board members discussed the possibility of raising interest rates in 2026, according to the minutes from the central banks December policy meeting. The discussion...

Wall Street Ends Higher as S&P 500, Nasdaq Extend Gains Ahead of Holiday Week

U.S. stock markets closed higher on Monday, extending recent gains as investors look to finish the year on a strong note despite thinning trading volumes in a holiday-shortened week. The SP 500 rose 0.5% by the closing...

Global Markets Rise as Tech Stocks Lead, Yen Strengthens, and Commodities Hit Record Highs

Global financial markets started a holiday-shortened week on a positive note, with most major stock indexes posting gains as technology stocks rebounded and investor sentiment improved. Wall Street was supported by...

Platinum Price Surges Past $2,000 as Demand and Supply Dynamics Tighten

Platinum prices surged sharply at the start of the week, rallying more than 4.6% on Monday to break above the $2,000 per ounce level for the first time since 2008. The move marks a 17-year high for the precious metal and...

Politics

Trump Administration Recalls Nearly 30 U.S. Ambassadors in Push for “America First” Agenda

The Trump administration has recalled nearly 30 U.S. ambassadors and senior career diplomats from overseas posts, a move officials say aligns embassies more closely with the presidents America First foreign policy, but...

Australia Moves Toward Tougher Gun Laws After Bondi Shooting

Australias most populous state, New South Wales, is set to introduce significantly tougher gun laws alongside new measures targeting terrorism and public protests, following a deadly mass shooting in Sydneys Bondi area....

Trump Announces Ambitious Plan for New U.S. Navy Super Battleships

U.S. President Donald Trump announced on Monday an ambitious proposal for the United States Navy to begin building a new class of advanced battleships, a move that could significantly reshape the future of American naval...

China’s Nuclear Expansion Raises Arms Control Concerns as Pentagon Report Warns of Growing Military Ambitions

China is rapidly expanding and modernizing its nuclear weapons arsenal, with a draft Pentagon report warning that Beijing may have loaded more than 100 intercontinental ballistic missiles (ICBMs) across three newly...

Kremlin Downplays U.S.-Russia Talks on Ukraine as Ongoing Process

Russia has played down expectations surrounding recent discussions with the United States on the Ukraine conflict, emphasizing that the talks should not be interpreted as a major diplomatic breakthrough. Kremlin spokesman...

Science

Jared Isaacman Confirmed as NASA Administrator, Becomes 15th Leader of U.S. Space Agency

The U.S. Senate has officially confirmed billionaire private astronaut Jared Isaacman as the new NASA administrator, making him the 15th leader in the agencys history. The confirmation, which took place on Wednesday, marks...

Senate Sets December 8 Vote on Trump’s NASA Nominee Jared Isaacman

The U.S. Senate Commerce Committee announced it will vote on December 8 on President Donald Trumps renewed nomination of private astronaut and tech entrepreneur Jared Isaacman to lead NASA. Isaacman, known for his...

NASA Cuts Boeing Starliner Missions as SpaceX Pulls Ahead

NASA has significantly scaled back Boeings Starliner program after years of technical issues and delays, announcing that the next Starliner mission to the International Space Station (ISS) will fly without astronauts. The...

Blue Origin’s New Glenn Achieves Breakthrough Success With First NASA Mission

Blue Origins massive New Glenn rocket marked a major milestone as it completed its first mission for paying customers, sending two NASA satellites toward Mars and successfully landing its reusable booster at sea. The...

Cogent Biosciences Soars 120% on Breakthrough Phase 3 Results for Bezuclastinib in GIST Treatment

Cogent Biosciences (NASDAQ: COGT) shares skyrocketed over 120% after the biotech company announced groundbreaking results from its Phase 3 PEAK trial evaluating bezuclastinib in combination with sunitinib for patients with...

Technology

FTC Praises Instacart for Ending AI Pricing Tests After $60M Settlement

The U.S. Federal Trade Commission has welcomed Instacarts decision to end its artificial intelligence-based price testing, a move that follows weeks of consumer backlash and regulatory scrutiny. FTC Chair Andrew Ferguson...

John Carreyrou Sues Major AI Firms Over Alleged Copyrighted Book Use in AI Training

Investigative journalist John Carreyrou, widely known for exposing fraud at Silicon Valley blood-testing startup Theranos and for authoring the bestselling book Bad Blood, has filed a new copyright infringement lawsuit...

Italy Fines Apple €98.6 Million Over App Store Dominance

Italys competition authority has imposed a 98.6 million ($115.53 million) fine on U.S. technology giant Apple and two of its subsidiaries, citing alleged abuse of a dominant market position related to the distribution of...

Moore Threads Unveils New GPUs, Fuels Optimism Around China’s AI Chip Ambitions

Moore Threads Technology Co Ltd (SS:688795), often described as Chinas potential alternative to NVIDIA Corporation (NASDAQ: NVDA), attracted investor attention after unveiling a new lineup of graphics processing units at...

U.S. Lawmakers Urge Pentagon to Blacklist More Chinese Tech Firms Over Military Ties

A group of nine Republican U.S. lawmakers has formally urged the Pentagon to expand its list of Chinese companies accused of supporting Chinas military, intensifying scrutiny of Beijing-linked technology firms amid rising...
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