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빅테크 주도 시대 ‘끝날까’…소프트뱅크의 인텔 20억 지원·엔비디아·AI·에너지 투자로 시장 재편

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in"의 한국어 번역은 "안"입니다.

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주요 경제 뉴스 요약 (2023년 7월 26일)

– Bank of America: 메가캡 시대를 지나갈 수도 있다

– 주식 시장은 주요 소매업체 실적 발표를 기다리며 관망

– SoftBank, Intel에 20억 달러 생명줄 제공

– Nvidia, 중국 시장을 위한 H20을 능가하는 AI 칩 개발 중

– 트럼프 관세, S&P의 승인 받다

– Palo Alto Networks, FY 실적 전망이 AI 부양에 힘입어 주가 상승

– 홈디포, 미국 내 매출 성장 전망 속 2분기 실적 발표 예정

– Google, 비트코인 채굴 기업 TeraWulf 지분 확대

– Vanguard, 첫 번째 주식 선택 ETF 출시 계획

– DoorDash의 Deliveroo 인수, EU의 간소화된 합병 절차 하에 검토될 예정

– Factbox: SoftBank, AI 및 반도체 자산에 대한 투자 확대

– 중국 PC 제조업체 Lenovo, 사우디아라비아에 지역 본사 설립

– 세계 주식 시장, 연준 신호 대기하며 혼조세

– 분석: 중국의 과잉 생산 억제 노력, 태양광 부문에서 시험대에 오르다

– 중국, 기준 금리 동결 예상

– Nvidia, 중국 시장을 위한 H20을 능가하는 AI 칩 개발 중

– SoftBank, Intel에 20억 달러 생명줄 제공

주요 시장 뉴스 요약 (2023년 3월 15일)

1. 팔로알토 네트웍스 주가 급등, 연간 실적 전망 호조

  • 팔로알토 네트웍스(Palo Alto Networks)의 주가가 연간 실적 전망 발표에 힘입어 급등했습니다.
  • 4분기 조정된 주당 순이익(EPS)은 0.95달러였습니다.
  • 4분기 매출은 25억 달러로 시장 예상과 부합했습니다.
  • 연간 조정된 주당 순이익 전망은 3.75달러에서 3.85달러로, 시장 예상치(3.69달러)를 상회합니다.
  • 연간 매출 전망은 104억 8천만 달러에서 105억 3천만 달러로, 시장 예상치(104억 4천만 달러)보다 높게 잡혔습니다.
  • 링크

2. 러시아-우크라이나 협상 속 인도 무역 장벽에 ‘주목’

  • 러시아와 우크라이나 간 협상이 진행되는 가운데, 시장과 정책 입안자들이 인도 무역 장벽 문제에 주목하고 있습니다.
  • 링크

3. 주요 소매업체 실적 발표, 3개 카테고리 전망

  • 다가오는 소매업체 실적 발표에 대한 미리보기와 주요 3개 카테고리의 전망을 다룹니다.
  • 링크

4. GoodRx CEO, Novo Nordisk와의 GLP-1 파트너십 논의

  • GoodRx CEO가 Novo Nordisk와의 GLP-1 관련 파트너십에 대해 논의했습니다.
  • GoodRx 주가는 37.27% 급등하는 등 강한 움직임을 보였습니다.
  • 링크

5. 홈디포 실적, 주택 데이터, 연준 발언: 시장 주목해야 할 점

  • 홈디포 실적 발표에 대한 미리보기와 함께, 다가오는 주택 데이터와 연준 발언이 시장에 미칠 영향에 대해 강조합니다.
  • 링크

주요 경제 뉴스 요약 (2023년 9월 1일 기준)

  • Broadcom (AVG) 주식 매수, 9월 4일 전 괜찮을까? 증거는?

  • 요약: Broadcom 주식 매수 여부에 대한 논의.

  • 링크: https://finance.yahoo.com/news/buy-broadcom-stock-sept-4-230100612.html

  • NextEra Energy (NEE), 2029년까지 재생에너지 및 에너지 저장에 1200억 달러 투자.

  • 요약: NextEra Energy, 2029년까지 재생에너지 및 에너지 저장 프로젝트에 1200억 달러를 투자할 계획.

  • 링크: https://finance.yahoo.com/news/nextera-energy-nee-invest-120-214029812.html

  • Constellation Energy (CEG), Meta와 20년 장기 전력 구매 계약 체결, 원자력 확대 계획 가속화.

  • 요약: Constellation Energy, Meta와 20년 장기 전력 구매 계약을 체결하고 원자력 발전소 확충 계획을 강화.

  • 링크: https://finance.yahoo.com/news/constellation-energy-ceg-strikes-20-214353172.html

  • Duke Energy (DUK), 거의 10억 달러의 이익 기록, 870억 달러 규모의 성장 계획 추진.

  • 요약: Duke Energy, 거의 10억 달러의 이익을 기록했으며 870억 달러 규모의 성장 계획을 발표.

  • 링크: https://finance.yahoo.com/news/duke-energy-duk-reports-nearly-213436062.html

  • Vistra (VST), AI 데이터 센터 증가로 전력 수요 급증하며 60억 달러 EBITDA 전망.

  • 요약: Vistra, AI 데이터 센터 증가로 전력 수요가 늘면서 60억 달러의 EBITDA를 예상.

  • 링크: https://finance.yahoo.com/news/vistra-vst-projects-6-billion-214719449.html

  • Vipshop Holdings Limited 분석 보고서 (Morningstar).

  • 요약: Morningstar에서 Vipshop (VIPS)에 대한 분석 보고서를 발표.

  • 링크: https://finance.yahoo.com/research/reports/MS0P0000VPYUAnalystRepo1755570487000?yptr=yahoo&ncid=yahoopropertiesplusrresear_nm5q6ze1cei

  • Amazon (AAMZN), 다각화 전략이 월스트리트의 관심을 끈다.

  • 요약: Amazon의 다양한 사업 부문이 투자자들의 관심을 유지하는 이유에 대한 분석.

  • 링크: https://finance.yahoo.com/news/why-amazon-amzn-diversification-strategy-212627287.html

  • ImmunityBio (IBRX), ANKTIVA 채택 증가로 60% 매출 성장.

  • 요약: ImmunityBio, ANKTIVA 제품 채택 증가로 매출이 60% 증가.

  • 링크: https://finance.yahoo.com/news/immunitybio-ibrx-reports-60-revenue-215843662.html

  • Citi, Microsoft (MSFT)에 ‘매수’ 의견 유지, 소프트웨어 부문 최고 투자 의견.

  • 요약: Citi, Microsoft에 ‘매수’ 의견을 유지하며 소프트웨어 부문에서 최고 투자 의견을 제시.

  • 링크: https://finance.yahoo.com/news/Citi-reiterates-buy-Microsoft-msoft-212354634.html

  • Piper Sandler, Nvidia (NVDA) 주가 목표 $225로 상향 조정 (실적 발표 전).

  • 요약: Piper Sandler, Nvidia의 실적 발표를 앞두고 주가 목표를 $225로 상향 조정.

  • 링크: https://finance.yahoo.com/news/Piper-Sandler-raises-Nvidia-nvda-212249458.html

  • Bank of America: Era of megacap dominance “may be done”
    Short: Bank of America analysts say the biggest tech stocks may stop driving the market as they have.
    Link: https://finance.yahoo.com/news/bank-of-america-suggests-the-era-of-the-biggest-stocks-dominating-markets-may-be-done-201336264.html

  • Stock futures mark time with big retail earnings on deck
    Short: U.S. stock futures were flat as investors waited for major retail company earnings and Fed cues.
    Link: https://finance.yahoo.com/news/live/stock-market-today-dow-sp-500-nasdaq-futures-falter-with-retail-earnings-fed-policy-in-focus-231504674.html

  • Intel gets a $2 billion lifeline from SoftBank
    Short: SoftBank will invest $2 billion in Intel to support the chipmaker.
    Link: https://finance.yahoo.com/news/softbank-invest-2-billion-intel-231948283.html

  • Nvidia is working on an H20-beating AI chip for China
    Short: Nvidia is developing an AI chip meant to outperform the H20 model for the Chinese market.
    Link: https://finance.yahoo.com/news/exclusive-nvidia-working-ai-chip-065435684.html

  • Trump tariffs get S&P seal of approval
    Short: Bloomberg reports S&P sees U.S. tariff moves as acceptable for markets or ratings.
    Link: https://finance.yahoo.com/news/trump-tariffs-seal-approval-p-044755031.html

  • Palo Alto stock rises after FY forecast signals AI boost
    Short: Palo Alto Networks’ forecast pointed to stronger AI-related demand, lifting its stock.
    Link: https://finance.yahoo.com/news/palo-altos-forecasts-signals-ai-211637282.html

  • Home Depot to report earnings as Wall Street eyes U.S. sales growth
    Short: Home Depot will report quarterly results; analysts expect continued U.S. sales growth.
    Link: https://finance.yahoo.com/news/home-depot-to-report-q2-earnings-as-wall-street-eyes-third-straight-quarter-of-us-sales-growth-185724956.html

  • Why Google just boosted its stake in a bitcoin miner
    Short: Google increased its stake in bitcoin miner Terawulf to about 14%, drawing investor attention.
    Link: https://finance.yahoo.com/news/terawulf-stock-jumps-as-google-ups-stake-in-bitcoin-miner-to-14-173320607.html

  • Vanguard plans to launch its first active stock-picking ETFs
    Short: Vanguard will offer actively managed ETFs that pick stocks, a new move for the firm.
    Link: https://finance.yahoo.com/news/vanguard-plans-launch-first-active-193055408.html

  • Doordash’s planned takeover of Deliveroo to be reviewed under EU’s simplified merger procedure
    Short: The EU will review DoorDash’s planned buy of Deliveroo using a faster merger review process.
    Link: https://finance.yahoo.com/news/doordashs-planned-takeover-deliveroo-reviewed-073709245.html

  • Factbox: SoftBank’s growing bets on AI and semiconductor assets
    Short: Reuters outlines SoftBank’s increasing investments in AI and chip-related companies.
    Link: https://finance.yahoo.com/news/factbox-softbanks-growing-bets-ai-072152683.html

  • Chinese PC maker Lenovo to set up regional headquarters in Saudi Arabia
    Short: Lenovo will open a regional HQ in Saudi Arabia as part of its Middle East expansion.
    Link: https://finance.yahoo.com/news/chinas-lenovo-establish-regional-headquarters-070826285.html

  • World shares are mixed in quiet trading as traders await cues from the Fed
    Short: Global stock markets showed mixed moves while investors waited for signals from the U.S. Federal Reserve.
    Link: https://finance.yahoo.com/news/asian-shares-mixed-quiet-trading-064215842.html

  • Analysis: China’s overcapacity crackdown faces litmus test in solar sector
    Short: Reuters analyzes how China’s efforts to cut industrial overcapacity could affect its solar industry.
    Link: https://finance.yahoo.com/news/analysis-chinas-overcapacity-crackdown-faces-062101255.html

  • China expected to keep benchmark lending rates unchanged
    Short: Markets expect China to hold its main lending rates steady at the next decision.
    Link: https://finance.yahoo.com/news/china-expected-keep-benchmark-lending-055935149.html

  • Should you buy Broadcom stock before Sept. 4? (Motley Fool)
    Short: Analysis piece about whether investors should buy Broadcom stock ahead of a key date.
    Link: https://finance.yahoo.com/news/buy-broadcom-stock-sept-4-230100612.html

  • NextEra Energy (NEE) to invest $120 billion in renewables and storage through 2029
    Short: NextEra plans a $120 billion investment in renewable energy and storage over the next five years.
    Link: https://finance.yahoo.com/news/nextera-energy-nee-invest-120-214029812.html

  • Constellation Energy strikes 20-year PPA with Meta, boosts nuclear expansion plans
    Short: Constellation signed a long-term power purchase agreement with Meta and plans to expand nuclear capacity.
    Link: https://finance.yahoo.com/news/constellation-energy-ceg-strikes-20-214353172.html

  • Duke Energy reports nearly $1 billion profit, eyes $87 billion growth plan
    Short: Duke Energy posted close to $1 billion in profit and outlined an $87 billion growth plan.
    Link: https://finance.yahoo.com/news/duke-energy-duk-reports-nearly-213436062.html

  • Vistra projects $6 billion EBITDA as AI data centers drive power demand surge
    Short: Vistra expects about $6 billion in EBITDA due to rising power demand from AI data centers.
    Link: https://finance.yahoo.com/news/vistra-vst-projects-6-billion-214719449.html

  • Analyst report: Vipshop Holdings Limited (Morningstar Research)
    Short: Morningstar published an analyst report on Vipshop Holdings.
    Link: https://finance.yahoo.com/research/reports/MS0P0000VPYUAnalystReport1755570487000?yptr=yahoo&ncid=yahoopropertiesplusresear_nm5q6ze1cei

  • Why Amazon’s diversification strategy keeps it on Wall Street’s radar
    Short: An article explaining how Amazon’s moves into new businesses keep investor interest strong.
    Link: https://finance.yahoo.com/news/why-amazon-amzn-diversification-strategy-212627287.html

  • Palo Alto Networks: stock jumps on full-year outlook

  • Q4 adjusted earnings: $0.95 per share.

  • Q4 revenue: $2.5 billion (in line with expectations).

  • Full-year adjusted earnings view: $3.75 to $3.85 per share (above estimate of $3.69).

  • Full-year revenue view: $10.48 billion to $10.53 billion (vs. $10.44 billion expected).

  • Link: https://finance.yahoo.com/video/palo-alto-networks-stock-jumps-203642261.html

  • “All eyes” on India tariffs amid Russia & Ukraine talks

  • Markets and policymakers are watching India tariff issues as talks about Russia and Ukraine continue.

  • Link: https://finance.yahoo.com/video/eyes-india-tariffs-amid-russia-203546740.html

  • Retail earnings: what to expect from 3 key categories

  • Preview of upcoming retail earnings and expectations for three main retail categories.

  • Link: https://finance.yahoo.com/video/retail-earnings-expect-3-key-143126646.html

  • GoodRx CEO discusses GLP-1 deal with Novo Nordisk

  • GoodRx CEO talks about a GLP-1 related deal with Novo Nordisk.

  • GoodRx stock moved strongly (GDRX +37.27% noted in report).

  • Link: https://finance.yahoo.com/video/goodrx-ceo-discusses-glp-1-160517993.html

  • Home Depot earnings, housing data, Fed remarks: what to watch

  • Preview of Home Depot earnings.

  • Also highlights upcoming housing data and Federal Reserve remarks that could affect markets.

  • Link: https://finance.yahoo.com/video/home-depot-earnings-housing-data-230000858.html

  • Should You Buy Broadcom Stock Before Sept. 4? Here’s What the Evidence Suggests.
    Short summary: Article discusses whether investors should buy Broadcom (AVGO) stock before Sept. 4.
    Link: https://finance.yahoo.com/news/buy-broadcom-stock-sept-4-230100612.html

  • NextEra Energy (NEE) to Invest $120 Billion in Renewables and Storage Through 2029.
    Short summary: NextEra plans to spend $120 billion on renewable energy and storage projects through 2029.
    Link: https://finance.yahoo.com/news/nextera-energy-nee-invest-120-214029812.html

  • Constellation Energy (CEG) Strikes 20-Year PPA with Meta, Boosts Nuclear Expansion Plans.
    Short summary: Constellation signed a 20-year power purchase agreement with Meta and is expanding its nuclear plans.
    Link: https://finance.yahoo.com/news/constellation-energy-ceg-strikes-20-214353172.html

  • Duke Energy (DUK) Reports Nearly $1 Billion Profit, Eyes $87 Billion Growth Plan.
    Short summary: Duke Energy reported almost $1 billion in profit and outlined an $87 billion growth plan.
    Link: https://finance.yahoo.com/news/duke-energy-duk-reports-nearly-213436062.html

  • Vistra (VST) Projects $6 Billion EBITDA as AI Data Centers Drive Power Demand Surge.
    Short summary: Vistra expects about $6 billion in EBITDA because AI data centers are increasing demand for power.
    Link: https://finance.yahoo.com/news/vistra-vst-projects-6-billion-214719449.html

  • Analyst Report: Vipshop Holdings Limited.
    Short summary: Morningstar published an analyst report on Vipshop (VIPS).
    Link: https://finance.yahoo.com/research/reports/MS0P0000VPYUAnalystReport1755570487000?yptr=yahoo&ncid=yahoopropertiesplusresear_nm5q6ze1cei

  • Why Amazon’s (AMZN) Diversification Strategy Keeps It on Wall Street’s Radar.
    Short summary: Article explains how Amazon’s different business lines keep investors interested.
    Link: https://finance.yahoo.com/news/why-amazon-amzn-diversification-strategy-212627287.html

  • ImmunityBio (IBRX) Reports 60% Revenue Growth as ANKTIVA Adoption Accelerates.
    Short summary: ImmunityBio said revenue rose 60% as more customers adopt its ANKTIVA product.
    Link: https://finance.yahoo.com/news/immunitybio-ibrx-reports-60-revenue-215843662.html

  • Citi Reiterates Buy on Microsoft (MSFT), Calls It a Top Software Pick.
    Short summary: Citi kept a “buy” rating on Microsoft and named it a top pick in software.
    Link: https://finance.yahoo.com/news/citi-reiterates-buy-microsoft-msft-212354634.html

  • Piper Sandler Raises NVIDIA (NVDA) Price Target to $225 Ahead of Earnings.
    Short summary: Piper Sandler raised its price target for Nvidia to $225 before the company’s earnings.
    Link: https://finance.yahoo.com/news/piper-sandler-raises-nvidia-nvda-212249458.html

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