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Fri, Feb 13, 2026 02:04 PM All times are UTC

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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...

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,...

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Economy

Asian Currencies Slip as Dollar Stabilizes Ahead of U.S. CPI Data

Asian currencies edged lower on Friday as the U.S. dollar steadied, with traders closely monitoring upcoming U.S. consumer price index (CPI) data for signals on the Federal Reserves interest rate outlook. Despite the daily...

Oil Prices Steady but Head for Weekly Loss as Supply Glut Concerns Weigh

Oil prices were mostly steady during Asian trading on Friday, yet both benchmark crude contracts remained on track for weekly losses after a sharp selloff in the previous session. Brent crude futures for April delivery...

Fed Governor Stephen Miran Warns Tight Monetary Policy Threatens U.S. Economic Growth

Federal Reserve Governor Stephen Miran cautioned that the central banks current monetary policy stance could pose a significant risk to U.S. economic growth. Speaking at a Dallas Fed event on Thursday, Miran argued that...

Japan, U.S. Speed Up Talks on $550 Billion Investment Deal Amid Tariff Pressure

Japan and the United States have agreed to accelerate negotiations on the first round of projects under Tokyos $550 billion investment package, as both sides work to resolve outstanding issues. Japanese Trade Minister...

Yen Surges After Takaichi Election Win as Markets Eye U.S. Inflation Data

The Japanese yen is on track for its strongest weekly performance in nearly 15 months after Prime Minister Sanae Takaichis historic election victory eased investor concerns about Japans fiscal stability. The currency has...

Politics

Starmer Proposes Joint Defense Procurement Plan to Cut UK and NATO Rearmament Costs

British Prime Minister Keir Starmer is set to unveil a new joint defense procurement initiative aimed at reducing rearmament costs through coordinated weapons purchasing among Western allies. According to a Financial Times...

Munich Security Conference 2026: Transatlantic Tensions, Ukraine War and Europe’s Strategic Shift

One year after U.S. Vice President JD Vance sharply criticized European allies at the Munich Security Conference, transatlantic relations remain under intense strain. As global leaders gather again in Munich, Washingtons...

US Lawmakers Urge Taiwan to Boost Defence Spending Amid Rising China Threat

A bipartisan group of 37 U.S. lawmakers has urged senior Taiwanese political leaders to move forward with a stalled defence spending proposal, warning that the threat from China is intensifying. In a letter addressed to...

Federal Judge Blocks Trump Administration’s $600 Million Public Health Funding Cuts to Democratic-Led States

A federal judge in Chicago has temporarily blocked the Trump administration from moving forward with $600 million in proposed public health funding cuts affecting four Democratic-led states. The ruling marks the latest...

U.S.–Taiwan Trade Agreement Sets 15% Tariff, Boosts Energy and Semiconductor Investment

The United States and Taiwan have finalized a reciprocal trade agreement that sets a 15% U.S. tariff rate on imports from Taiwan while paving the way for lower Taiwanese tariffs on nearly all American goods. The deal,...

Science

SpaceX Pivots Toward Moon City as Musk Reframes Long-Term Space Vision

SpaceX CEO Elon Musk has revealed a significant shift in the companys near-term space exploration strategy, announcing that SpaceX is now prioritizing the development of a self-growing city on the Moon rather than focusing...

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...

Technology

GE Aerospace Expands Singapore Engine Repair Hub with Automation and AI to Tackle Aviation Bottlenecks

GE Aerospace is accelerating automation and AI-driven innovation at its Singapore engine repair hub as global airlines grapple with maintenance delays, parts shortages, and extended turnaround times. At the center of this...

U.S. Commerce Department Reaches $252 Million Settlement With Applied Materials Over China Exports

The U.S. Department of Commerce has announced a $252 million settlement with Applied Materials, resolving allegations that the semiconductor equipment maker illegally exported U.S. chip manufacturing technology to China....

Russia Moves to Fully Block WhatsApp as Kremlin Pushes State-Backed MAX App

Russia has reportedly attempted to fully block WhatsApp, the popular messaging service owned by Meta Platforms, as part of its broader efforts to tighten control over the countrys digital space. According to a company...

Instagram CEO Defends Platform in Youth Mental Health Lawsuit Over Social Media Addiction Claims

Adam Mosseri, head of Meta Platforms Instagram, defended the companys product decisions during a high-profile trial in Los Angeles centered on allegations that social media addiction has contributed to a youth mental...

FTC Questions Apple News Over Alleged Bias Against Conservative Media

The U.S. Federal Trade Commission (FTC) has raised concerns about Apple News following allegations that the platform favors left-leaning media outlets while excluding conservative publications. In a letter addressed to...