[월:] 2025년 04월

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.

FuriosaAI, a South Korean AI chip startup, rejected an $800 million acquisition offer from Meta, opting for independence to pursue its vision in the competitive AI semiconductor market. Meanwhile, Ant Group is reducing AI training costs using local chips, and Intel plans to open its production to external clients to enhance competitiveness. The AI chip sector is evolving rapidly, presenting opportunities for companies like FuriosaAI and challenges for Intel in regaining market share.

Super Micro Computer, Inc. is gaining attention for its strong growth in the tech sector, particularly in high-performance computing amid rising demand for cloud and AI solutions. With impressive earnings and sustainability initiatives, the company is well-positioned for future expansion, making it an appealing investment opportunity.