[월:] 2025년 03월

Robinhood is launching Robinhood Banking, offering checking and savings accounts with a 4% interest rate and FDIC coverage. Initially available to Gold members, it aims to compete with traditional banks. The company also introduced tools for portfolio management and AI-driven investment decisions. Despite a recent $29.75 million settlement with FINRA for compliance issues, Robinhood strives to democratize investing using blockchain technology, advocating for regulatory reforms to facilitate trading in private markets.

Palantir Technologies has seen its stock surge nearly 400% due to strong data analysis capabilities, attracting investor attention. Despite optimism, analysts advise caution over sustainability concerns. Meanwhile, BigBear.ai faces potential overvaluation risks, and Anduril Industries aims for a $28 billion valuation. The S&P 500 remains resilient amid market volatility and trade tensions, with Palantir advising against using a Chinese AI startup for security reasons, further complicating the tech landscape for investors.

Tesla faces significant challenges due to proposed 25% tariffs on foreign-made vehicles, impacting vital imported components like batteries. Stock prices fell nearly 6%, while sales, particularly in Europe, are declining. Despite this, analysts remain optimistic about Tesla’s long-term potential, driven by future innovations and a strategic vision. Competitors, like BYD, are also advancing rapidly, increasing pressure on Tesla in the electric vehicle market.

President Trump announced a 25% tariff on foreign-made cars to support domestic manufacturing, effective April 2. This led to stock declines for automakers like GM and Ford. Critics warn of higher consumer prices and inflation risks. Ongoing trade tensions with Canada and Mexico complicate the automotive industry’s stability, despite some signs of market recovery. The implications of these tariffs could hinder demand and slow economic recovery, raising concerns about long-term investment strategies.

U.S. stocks fell sharply, especially in tech and auto sectors, amid concerns over potential auto tariffs announced by President Trump. Nvidia and Tesla stocks dropped notably. Microsoft canceled data center leases, impacting AI stocks. Regulatory pressures in China challenge Nvidia. Alibaba warns of an AI construction bubble. South Korean startup FuriosaAI rejected an $800 million buyout, signaling confidence in its technology. Overall, market volatility continues, highlighting risks and opportunities in the evolving tech landscape.