[월:] 2025년 04월

U.S. stocks fell due to President Trump’s new tariffs on foreign cars, affecting major automakers like General Motors and Ford. The S&P 500 dropped by 0.33%. Caution remains among investors despite a positive GDP outlook. Tariffs could lead to higher car prices and inflation, complicating the auto industry’s future. A temporary exemption eased some investor concerns, boosting stock indices. Investors are closely watching upcoming economic reports for insights into trade policies and market stability.

Palantir Technologies has gained significant investor interest with a nearly 400% stock increase over the past year, driven by AI analytics demand. However, experts express concerns about its overvaluation and competitive pressures, with projected 2024 revenue growth under 10%. Despite challenges, Palantir forecasts strong 2025 revenue, buoyed by government contracts. Investors are advised to weigh risks against potential rewards in this evolving landscape.

Stellantis plans to buy carbon credits from Tesla to meet EU emissions targets amid the industry’s shift toward electric vehicles. The U.S. market faces uncertainty due to proposed tariffs, affecting major automakers negatively while Tesla’s domestic production may mitigate impacts. Analysts urge Tesla to control costs and innovate despite projected sales declines. Musk aims to reassure stakeholders as the automotive landscape evolves with regulatory pressures and trade policies.

Foxconn is entering the electric vehicle market, hosting a seminar in Japan to unveil its strategy and attract local automakers after partnering with Mitsubishi. This move could reshape the Asia-Pacific EV sector amid growing competition. Simultaneously, Microsoft is canceling data center leases, impacting AI infrastructure and stocks, particularly NVIDIA, which faces regulatory challenges in China. Concerns over AI construction overcapacity are also rising, indicating significant industry shifts in transportation and technology.