[일:] 2025년 04월 07일

On March 25, the New York stock market showed cautious optimism as tech stocks fluctuated. Meanwhile, the Korean won strengthened against the dollar, reflecting increased foreign investment. Coupang’s CEO plans to sell shares, raising industry concerns due to the sale price. The ETF market continues to grow significantly, attracting investors with lower fees and diversification benefits. Overall, mixed tech performances may lead to market volatility despite potential interest rate stability.

Recent tariffs announced by President Trump on U.S. imports have caused significant declines in major tech stocks, raising concerns about inflation and a potential recession. Additionally, Alphabet is in talks to acquire cybersecurity firm Wiz for over $30 billion, which could bolster its cloud services. Meanwhile, a U.S. business delegation will visit Vietnam to strengthen economic ties amidst tariff concerns. Investors are advised to remain vigilant as these developments unfold.

Apple faces significant financial challenges due to new tariffs announced by President Trump, resulting in a 9.4% drop in stock value. The increased costs from duties could lead to a steep decline in profits. Additionally, legal cases against Apple related to labor rights have been paused, raising concerns about governance. Intensifying competition, particularly in satellite connectivity, adds to its uncertain future. Analysts warn these factors may destabilize Apple’s market position.

Palantir Technologies’ stock has surged nearly 400% in the past year, attracting individual investors. The company excels in data analytics for various sectors but faces concerns about overvaluation and competition. Recent client advisories and broader market trends amid U.S.-China tensions add complexity. Investors should remain cautious and informed about the balance between growth potential and associated risks.

The IntelVision 2025 conference highlights a transformative era for Intel with Lip-Bu Tan as CEO. His vision focuses on an engineering-first culture, emphasizing innovation and customer engagement. Tan plans to adopt an “outside-in” approach to product design and expand into AI and robotics, while streamlining operations by divesting non-core assets to focus on key technological sectors. These strategic changes aim to restore Intel’s market reputation and enhance competitiveness in a rapidly evolving semiconductor industry.