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Global Geopolitics Series

바이든의 자동차 기술 금지, 중국 전기차 견제하는 강력한 무기

Sep 25, 2024 02:45 am UTC| Economy Business

바이든 행정부가 중국의 커넥티드카 기술을 금지하는 제안을 내놓으며, 저가의 중국 전기차(EV) 공세에 대응하기 위한 가장 강력한 무기를 제시했다. 미 상무부는 월요일(현지시간), 하드웨어와 소프트웨어에 대한 금지를 발표하며,...

RBC, 켄뷰 주식 등급 하향 피부 건강 및 뷰티 사업 우려

Sep 25, 2024 02:44 am UTC| Business

RBC 캐피탈 마켓츠 분석가들은 화요일(현지시간) 켄뷰(NYSE) 주식을 하향 평가했으며, 특히 뉴트로지나 브랜드와 관련된 피부 건강 및 뷰티 부문의 어려움을 지적했다. RBC는 목표 주가(PT)를 유지하면서도 주식 등급을 아웃퍼폼에서...

레이먼드 제임스, 우버·도어대시·리프트 분석 재개, 인스타카트 신규 분석 시작

Sep 25, 2024 02:44 am UTC| Business

이코노타임즈에 따르면, 레이먼드 제임스는 최근 우버 테크놀로지스(NYSE), 도어대시(NASDAQ), 리프트(NASDAQ)의 분석을 재개하고, 인스타카트(NASDAQ)에 대한 신규 분석을 시작했다. 레이먼드 제임스는 우버에 대해 스트롱 바이(Strong...

머스크, 아르헨티나 투자 계획 검토 중

Sep 25, 2024 02:15 am UTC| Business Technology

로이터통신에 따르면, 테슬라(나스닥: TSLA)와 스페이스X의 CEO 일론 머스크는 화요일 X에 게시한 글에서 그의 회사들이 아르헨티나에 투자하고 지원할 방법을 모색 중이라고 밝혔다. 아르헨티나는 전기차 배터리의 핵심 부품인 리튬의...

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...

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Economy

China Extends Gold Buying Streak as Reserves Surge Despite Volatile Prices

Chinas central bank has continued to strengthen its gold reserves, extending its buying streak to a 15th consecutive month in January, according to the latest data released by the Peoples Bank of China (PBOC). The move...

Trump Lifts 25% Tariff on Indian Goods in Strategic U.S.–India Trade and Energy Deal

President Donald Trump has signed a landmark executive order removing the 25% penalty tariff on Indian goods, signaling a major shift in U.S.India trade relations and global geopolitical alignment. The move functions as...

Trump Signs Executive Order Threatening 25% Tariffs on Countries Trading With Iran

U.S. President Donald Trump has signed a new executive order that could impose tariffs of up to 25% on countries that continue to do business with Iran, marking a significant escalation in Washingtons pressure campaign...

U.S.-India Trade Framework Signals Major Shift in Tariffs, Energy, and Supply Chains

The United States and India have taken a significant step toward a long-anticipated bilateral trade agreement by releasing an interim trade framework aimed at lowering tariffs, reshaping energy ties, and strengthening...

Dow Hits 50,000 as U.S. Stocks Stage Strong Rebound Amid AI Volatility

U.S. stocks surged on Friday, posting their strongest session since May 2025, as investors regained confidence following a turbulent week marked by sharp losses in technology shares and uncertainty around the artificial...

Politics

Ohio Man Indicted for Alleged Threat Against Vice President JD Vance, Faces Additional Federal Charges

A federal grand jury has returned an indictment against a 33-year-old Ohio man accused of threatening to kill U.S. Vice President JD Vance during the vice presidents visit to the Ohio region in January, according to the...

New York Legalizes Medical Aid in Dying for Terminally Ill Patients

New York has officially joined a growing number of U.S. states allowing medical aid in dying after Governor Kathy Hochul signed landmark legislation into law on Friday. The new New York medical aid in dying law permits...

Trump Says “Very Good Talks” Underway on Russia-Ukraine War as Peace Efforts Continue

U.S. President Donald Trump said on Friday that very good talks are ongoing regarding Russias war in Ukraine, signaling potential movement in long-running diplomatic efforts to end the conflict. Speaking briefly to...

China Warns US Arms Sales to Taiwan Could Disrupt Trump’s Planned Visit

China has issued a strong warning to the United States, signaling that any additional arms sales to Taiwan could seriously jeopardize U.S. President Donald Trumps planned visit to China in April. According to a report...

Trump Allows Commercial Fishing in Protected New England Waters

U.S. President Donald Trump has signed a proclamation permitting commercial fishing in a previously restricted marine protected area off the coast of New England, a move that has sparked renewed debate over ocean...

Science

SpaceX Prioritizes Moon Mission Before Mars as Starship Development Accelerates

Elon Musks SpaceX is shifting its near-term space exploration strategy, choosing to prioritize a return to the Moon before pursuing missions to Mars, according to a recent Wall Street Journal report citing sources familiar...

NASA and SpaceX Target Crew-11 Undocking From ISS Amid Medical Concern

NASA has confirmed that the agency, in coordination with SpaceX, is targeting no earlier than 5 p.m. Eastern Time (2200 GMT) on Wednesday, January 14, for the undocking of the SpaceX Crew-11 mission from the International...

Neuralink Plans High-Volume Brain Implant Production and Fully Automated Surgery by 2026

Elon Musks brain-computer interface company Neuralink is preparing for a major expansion, announcing plans to begin high-volume production of its brain implant devices and transition to a fully automated surgical procedure...

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...

Technology

Nvidia CEO Jensen Huang Says AI Investment Boom Is Just Beginning as NVDA Shares Surge

Nvidia (NASDAQ: NVDA) CEO Jensen Huang reaffirmed his bullish stance on artificial intelligence, calling the massive capital expenditure flowing into AI infrastructure both appropriate and necessary as the industry...

Amazon Stock Rebounds After Earnings as $200B Capex Plan Sparks AI Spending Debate

Amazon.com (NASDAQ:AMZN) delivered a mixed but closely watched earnings report, beating Wall Street expectations on revenue while unveiling a massive long-term investment plan that unsettled investors. The e-commerce and...

Global PC Makers Eye Chinese Memory Chip Suppliers Amid Ongoing Supply Crunch

Major PC manufacturers including HP, Dell, Acer, and Asus are reportedly exploring the option of sourcing memory chips from Chinese semiconductor companies for the first time, as a prolonged global supply crunch continues...

OpenAI Expands Enterprise AI Strategy With Major Hiring Push Ahead of New Business Offering

OpenAI is significantly accelerating its enterprise AI strategy by hiring hundreds of new employees for its technical consulting division, according to a report by The Information, citing a person familiar with the...

SoftBank Shares Slide After Arm Earnings Miss Fuels Tech Stock Sell-Off

SoftBank Group Corp. (TYO:9984) shares tumbled sharply on Thursday, tracking a steep decline in Arm Holdings (NASDAQ:ARM) after the UK-based chip designer reported weaker-than-expected earnings for the December quarter....
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