[월:] 2025년 04월

Nvidia, a leader in graphics processing units, has reported strong earnings driven by growth in the AI sector. Its strategic partnerships enhance offerings and market reach, positioning it well for future success as AI demand rises. However, competition and regulatory challenges remain. Nvidia is a compelling investment choice for growth potential.

Nubank, a leading digital lender in Latin America, reports an 87% profit increase but faces share declines due to disappointing revenue. With plans for expansion and a projected profit of 1.3 billion reais, its future hinges on economic factors. Meanwhile, Shift4 Payments experiences growth and diversification, positioning itself well amid market fluctuations. The NYSE opened positively but closed lower due to Federal Reserve concerns, reflecting investor unease amid recession fears.

Palantir Technologies’ stock surged 14% after its inclusion in the S&P 500, reflecting a nearly doubled value this year. Meanwhile, the proposed Texas Securities Exchange aims to attract traders with relaxed regulations. American Airlines reported a 182% earnings increase, while Carvana faced significant losses. Overall, market sentiment remains volatile amid strong performances from certain companies and declines in others like Disney. Investors must navigate these fluctuations carefully.

Walmart is pressuring Chinese suppliers to reduce prices by 10% to mitigate tariff impacts while facing rising costs and tight margins. This situation reflects ongoing US-China trade tensions affecting investors. Meanwhile, the KOSPI index has dropped, and the US stock market shows signs of recovery amid tariff exemption hopes. National security issues from cyberattacks are also significant. Unity will host ‘Unite Seoul 2025’, emphasizing its commitment to the Korean developer community. Adapting to these economic shifts is crucial for both retailers and investors.

President Trump’s announcement of a 10% tariff on all U.S. imports has unsettled the stock market, affecting major tech stocks like Apple and Tesla. Analysts warn of potential disruptions to global trade and increased inflation. Additionally, Microsoft has canceled data center leases, indicating a shift in AI demand. Concerns about overcapacity in AI infrastructure have emerged, alongside Brazil’s currency rebound. Investors face a turbulent environment; staying informed is crucial as market dynamics evolve.