[일:] 2025년 03월 19일

Intel has appointed Lip-Bu Tan as its new CEO, effective March 18, following the ousting of Pat Gelsinger. Tan’s contract includes a $1 million salary and a performance bonus. His leadership is seen as crucial for Intel’s future in the competitive semiconductor market, with shares rising over 11% post-announcement. The timing coincides with a broader economic landscape and a business mission to Vietnam, highlighting evolving global trade dynamics.

The New York stock market has declined recently, driven by Trump’s tariff announcements and Nvidia’s falling stock, which impacted quantum computing companies. Investor confidence is low due to competition from China and doubts about quantum technology’s commercial viability. While some experts believe in its future potential, cautious investment strategies are recommended as significant growth is expected by 2025.

Lucid Group’s CEO Peter Rawlinson resigned after over five years, coinciding with a production target increase to 20,000 vehicles by 2025. Despite stock gains, the company struggles financially, selling at a loss and facing challenges in a competitive market. Analysts predict lower production than expected, prompting a downgrade in investment ratings. The new interim CEO must navigate these issues as the electric vehicle landscape evolves.

Wall Street shows cautious optimism as the S&P 500 and tech stocks recover amidst inflation concerns and trade tensions. Nvidia sees significant growth potential despite recent stock declines, driven by strong demand in the AI sector. Consumer sentiment remains low due to inflation fears and tariff uncertainties, complicating the market landscape for investors.