Rogers Corporation has yet to publicize specific growth targets for the second quarter of 2025. However, their strategic direction was previously laid out in March 2023, when they aimed for a revenue compound annual growth rate of 7% to 10% and an adjusted EBITDA margin of 24% to 26% by 2025.

In the first quarter of 2024, Rogers took significant steps to enhance cost efficiencies due to a downturn in orders from ceramic power substrate clients and waning consumer demand. These measures paid off with improved gross margins by the second quarter of 2024. Additionally, plans were revealed to enhance operational efficiency by consolidating high-frequency circuit material manufacturing, with projected savings of $7 million to $9 million expected after project completion in mid-2025, according to Investing.com.

Although Rogers Corporation has not disclosed specific tariff mitigation strategies, their operations span key regions like China, Europe, and the U.S., areas where trade policies and tariffs have notable impacts. This aligns with past acknowledgments by the company regarding the influence of global trade dynamics on their operations.

로저스는 아직 2025년 2분기에 대한 구체적인 성장 목표를 공개하지 않았습니다. 그러나 2023년 3월에 제시된 이전 전략 방향에 따르면, 2025년까지 매출 연평균 성장률 7%에서 10%, 조정된 EBITDA 마진율 24%에서 26%를 목표로 하고 있습니다.

2024년 1분기에 로저스는 세라믹 전력 기판 고객의 주문 감소와 소비자 수요 약화로 인해 비용 효율성을 높이기 위한 중요한 조치를 취했습니다. 이러한 조치는 2024년 2분기에 매출총이익률 개선으로 성과를 거두었습니다. 또한 Investing.com에 따르면, 고주파 회로 소재 제조를 통합하여 운영 효율성을 높이는 계획을 발표했으며, 2025년 중반 프로젝트 완료 후 약 700만 달러에서 900만 달러의 비용 절감을 예상하고 있습니다.

로저스는 구체적인 관세 완화 전략을 공개하지 않았지만, 중국, 유럽, 미국과 같은 핵심 지역에서 사업을 운영하고 있어 무역 정책과 관세의 영향이 두드러집니다. 이는 글로벌 무역 역학이 자사 운영에 미치는 영향에 대한 회사의 과거 인정과 일치합니다.

Rogers Corporation

As of April 30, 2025, Rogers Corporation has not publicly released specific growth targets for the second quarter of 2025. However, based on their previous communications and strategic initiatives, the following insights can be highlighted:

- **Long-Term Financial Goals**: In March 2023, Rogers Corporation outlined its strategy to achieve a revenue compound annual growth rate (CAGR) of 7% to 10% and an adjusted EBITDA margin of 24% to 26% by 2025. ([rogerscorp.com](https://www.rogerscorp.com/news/2023/rogers-corporation-outlines-growth-strategy-at-investor-day?utm_source=openai))

- **Cost Savings and Operational Efficiencies**:
  - In the first quarter of 2024, Rogers Corporation implemented cost-saving measures in response to reduced orders from ceramic power substrate customers due to high inventory levels and slowing end consumer demand. These actions significantly boosted gross margins in the second quarter of 2024. ([investing.com](https://www.investing.com/news/stock-market-news/earnings-call-rogers-corporation-reports-solid-q2-amidst-strategic-shifts-93CH-3538479?utm_source=openai))
  - The company announced plans to consolidate its high-frequency circuit material manufacturing operations, aiming to improve factory utilization rates, lower expenses, and increase operating margins by $7 million to $9 million upon completion in mid-2025. ([investing.com](https://www.investing.com/news/stock-market-news/earnings-call-rogers-corporation-reports-solid-q2-amidst-strategic-shifts-93CH-3538479?utm_source=openai))

- **Tariff Mitigation Strategies**: While specific details on tariff mitigation efforts are not publicly disclosed, Rogers Corporation has operations in regions such as China, Europe, and the United States. The company has previously mentioned the impact of trade policy dynamics, including tariffs and trade restrictions, on its business. ([rogerscorp.com](https://rogerscorp.com/news/2025/rogers-corporation-reports-fourth-quarter-and-full-year-2024-results?utm_source=openai))

Please note that these insights are based on information available up to October 2023, and there may have been developments since then. 

Rogers Corporation's Strategic Moves Ahead of Q2 2025

로저스의 2025년 2분기를 향한 전략적 움직임

Seagate Technology Holdings has projected a promising revenue of $2.4 billion for the fourth quarter of fiscal year 2025, citing a substantial increase in demand from the cloud sector. This projection is part of Seagate's broader strategy to ramp up its cutting-edge Heat-Assisted Magnetic Recording (HAMR) technology, which is expected to enhance storage capacities and profit margins as it targets mass production by mid-2025.

Seagate is ambitiously qualifying its HAMR-based drives, including the Mozaic 3+ platform, to meet this demand. The company has also made progress in qualifying its 24TB Conventional Magnetic Recording (CMR) and 28TB Shingled Magnetic Recording (SMR) drives, with plans for volume shipments in the early fiscal 2025. Reuters highlighted that the company's focus on these technological advancements aligns with the increasing needs of cloud service providers for mass storage solutions.

Amid these efforts, Seagate reported notable financial performance in the fiscal first quarter of 2025, with revenue climbing to $2.17 billion—a 14% increase from the previous quarter—accompanied by a non-GAAP gross margin of 33.3%. This development underlines Seagate's strategic push towards securing a strong position in the evolving digital storage market by capitalizing on the growing demand for data capacity solutions.

씨게이트 테크놀로지 홀딩스는 클라우드 섹터의 상당한 수요 증가를 배경으로 2025 회계연도 4분기에 24억 달러의 유망한 매출을 전망했습니다. 이 전망은 2025년 중반 대량 생산을 목표로 하는 열 보조 자기 기록(HAMR) 기술을 강화하려는 씨게이트의 광범위한 전략의 일환입니다.

    씨게이트는 이 수요를 충족시키기 위해 Mozaic 3+ 플랫폼을 포함한 HAMR 기반 드라이브를 적극적으로 검증하고 있습니다. 회사는 또한 24TB 기존 자기 기록(CMR) 및 28TB 직기록 자기 기록(SMR) 드라이브를 검증하는 과정에서 2025 회계연도 초반 대량 출하 계획을 세웠습니다. 로이터는 이러한 기술 혁신에 대한 회사의 집중이 대규모 저장 솔루션에 대한 클라우드 서비스 제공업체의 증가하는 요구와 일치한다고 강조했습니다.

    이러한 노력 속에서 씨게이트는 2025 회계연도 첫 분기에 매출이 21억 7천만 달러로 상승했으며, 이는 전분기 대비 14% 증가한 수치이며, 비GAAP 매출 총이익률은 33.3%를 기록했습니다. 이러한 발전은 데이터 용량 솔루션에 대한 성장하는 수요를 활용하여 진화하는 디지털 저장 시장에서 강력한 위치를 확보하려는 씨게이트의 전략적 추진을 뒷받침합니다.

Seagate

Seagate Technology Holdings has recently outlined its plans for the ramp-up of Heat-Assisted Magnetic Recording (HAMR) technology and provided a revenue forecast of $2.4 billion for the fourth quarter of fiscal year 2025, driven by increasing cloud demand. Key points include:

- **HAMR Technology Ramp-Up**: Seagate is aggressively advancing its HAMR technology, aiming to enhance storage capacities and improve profit margins. The company plans to qualify and ramp up HAMR-based drives, including the Mozaic 3+ platform, with expectations of broader volume production toward mid-calendar 2025. ([investing.com](https://www.investing.com/news/stock-market-news/earnings-call-seagate-sees-strong-growth-amid-cloud-demand-surge-3532752?utm_source=openai))

- **Revenue Forecast**: The company anticipates fourth-quarter fiscal year 2025 revenue to reach $2.4 billion, reflecting strong demand in the cloud and enterprise markets. ([investing.com](https://www.investing.com/news/stock-market-news/earnings-call-seagate-sees-strong-growth-amid-cloud-demand-surge-3532752?utm_source=openai))

- **Cloud Demand Surge**: Seagate reports robust demand from cloud service providers, driven by the need for mass capacity storage solutions to support data-intensive applications, including AI and video content. ([investing.com](https://www.investing.com/news/stock-market-news/earnings-call-seagate-sees-strong-growth-amid-cloud-demand-surge-3532752?utm_source=openai))

- **Product Advancements**: The company is progressing with the qualification of its 24TB CMR and 28TB SMR drives, utilizing HAMR technology, with plans to commence volume shipments in the first quarter of fiscal 2025. ([investorshangout.com](https://investorshangout.com/seagate-technology-thrives-amid-rising-demand-for-storage-solutions-71874-/?utm_source=openai))

- **Financial Performance**: In the fiscal first quarter of 2025, Seagate reported revenue of $2.17 billion, a 14% increase from the previous quarter, and a non-GAAP gross margin of 33.3%, surpassing its long-term target. ([investors.seagate.com](https://investors.seagate.com/news/news-details/2024/Seagate-Technology-Reports-Fiscal-First-Quarter-2025-Financial-Results/?utm_source=openai))

Seagate's strategic focus on HAMR technology and its proactive approach to meeting the growing cloud demand position the company for continued growth and profitability in the evolving data storage market. 

Seagate Forecasts $2.4 Billion Revenue Amid Cloud Demand Surge

씨게이트, 클라우드 수요 급증 속 24억 달러 매출 전망

Toyota Motor and Alphabet's Waymo have announced a collaborative effort to explore advancements in autonomous driving technology. This partnership signals a significant step in enhancing the capabilities and integration of self-driving vehicles.

According to Reuters, the collaboration will focus on the joint development of an autonomous vehicle platform that combines the strengths of both companies. In addition to developing a shared platform, they plan to innovate next-generation personal vehicles by incorporating autonomous driving features, potentially opening up new avenues for vehicle automation.

This agreement is a strategic move to accelerate the introduction of self-driving technology into the consumer market. Both companies have expressed interest in potentially broadening the scope of their cooperation beyond the initial plans, hinting at a comprehensive exploration of autonomous vehicle possibilities.

도요타 자동차와 알파벳의 웨이모는 자율주행 기술의 발전을 모색하는 협력 노력을 발표했습니다. 이 파트너십은 자율주행 차량의 능력과 통합을 향상시키는 중요한 단계를 의미합니다.

로이터에 따르면, 이 협력은 양사의 강점을 결합한 자율주행 차량 플랫폼을 공동 개발하는 데 중점을 둘 예정입니다. 공유 플랫폼 개발 외에도, 그들은 자율주행 기능을 통합하여 차세대 개인용 차량을 혁신할 계획이며, 이는 차량 자동화의 새로운 가능성을 열 수 있습니다.

이 협약은 자율주행 기술을 소비자 시장에 신속하게 도입하기 위한 전략적 움직임입니다. 양사는 초기 계획을 넘어 협력 범위를 잠재적으로 확대할 관심을 표명하며, 자율주행 차량의 가능성을 포괄적으로 탐색할 의지를 내비쳤습니다.

Waymo

Toyota Motor and Alphabet's Waymo have agreed to explore collaboration in advancing autonomous driving technology. ([reuters.com](https://www.reuters.com/business/autos-transportation/toyota-waymo-agree-explore-collaboration-autonomous-driving-tech-2025-04-29/?utm_source=openai))

Key points of the announcement:

- **Joint Development of Autonomous Vehicle Platform**: The partnership aims to combine the strengths of both companies to develop a shared autonomous vehicle platform. ([reuters.com](https://www.reuters.com/business/autos-transportation/toyota-waymo-agree-explore-collaboration-autonomous-driving-tech-2025-04-29/?utm_source=openai))

- **Enhancing Personally Owned Vehicles (POVs)**: The collaboration will also focus on innovating next-generation personally owned vehicles, integrating autonomous driving capabilities. ([reuters.com](https://www.reuters.com/business/autos-transportation/toyota-waymo-agree-explore-collaboration-autonomous-driving-tech-2025-04-29/?utm_source=openai))

- **Potential Expansion of Cooperation**: Discussions are ongoing to potentially broaden the scope of their cooperation beyond the initial focus areas. ([reuters.com](https://www.reuters.com/business/autos-transportation/toyota-waymo-agree-explore-collaboration-autonomous-driving-tech-2025-04-29/?utm_source=openai))

This partnership signifies a strategic move by both companies to leverage their expertise in autonomous driving technology, aiming to accelerate the development and deployment of self-driving vehicles in the consumer market.


## Toyota and Waymo Explore Autonomous Driving Collaboration:
- [Toyota, Waymo agree to explore collaboration in autonomous driving tech](https://www.reuters.com/business/autos-transportation/toyota-waymo-agree-explore-collaboration-autonomous-driving-tech-2025-04-29/?utm_source=openai) 

Toyota and Waymo Team Up on Autonomous Driving Technology

도요타와 웨이모, 자율주행 기술 협력

Logitech International reported disappointing fourth-quarter results for the period ending March 2025, with non-GAAP operating profit coming in at $133 million, slightly beneath analyst predictions of $134 million. The company's sales were flat at $1.01 billion, missing the expected $1.03 billion mark. According to Reuters, these results were affected by problems with its e-commerce payment provider and increased spending on R&D and marketing.

Despite these hurdles, Logitech met its full-year sales targets of $4.54–$4.57 billion and non-GAAP operating income between $755–$770 million. However, the company withdrew its 2026 outlook due to complications from new U.S. trade policies. Logitech manufactures around 40% of its products in China, with the rest produced in other Asian countries and Mexico, all of which are subject to heightened U.S. tariffs. These conditions weigh heavily as the U.S. remains Logitech's largest market, accounting for about a third of its sales.

Looking ahead, Logitech has guided its first quarter of fiscal year 2026 sales to range from $1.10 billion to $1.15 billion, with expected operating income between $155 million and $185 million. Reuters highlighted the withdrawal of Logitech's 2026 forecasts due to the uncertain tariff environment, reflecting the significant impact of trade tensions on the company's strategic planning.

로지텍 인터내셔널은 2025년 3월 종료된 4분기 실적에서 disappointing한 결과를 보고했습니다. 비GAAP 영업이익은 1억 3,300만 달러로, 애널리스트 예상치인 1억 3,400만 달러를 약간 하회했습니다. 회사의 매출은 10억 1,000만 달러로 예상된 10억 3,000만 달러에 미치지 못했습니다. 로이터에 따르면, 이러한 결과는 전자상거래 결제 공급업체의 문제와 R&D 및 마케팅에 대한 증가된 지출의 영향을 받았습니다.

이러한 어려움에도 불구하고, 로지텍은 연간 매출 목표인 45억 4,000만~45억 7,000만 달러와 비GAAP 영업이익 7억 5,500만~7억 7,000만 달러를 달성했습니다. 그러나 회사는 새로운 미국 무역 정책으로 인한 복잡성으로 2026년 전망을 철회했습니다. 로지텍은 제품의 약 40%를 중국에서 생산하며, 나머지는 다른 아시아 국가와 멕시코에서 생산하는데, 이 모든 지역이 높아진 미국의 관세 대상입니다. 미국이 로지텍의 최대 시장으로 매출의 약 3분의 1을 차지하고 있어 이러한 상황이 큰 부담이 되고 있습니다.

앞으로 로지텍은 2026 회계연도 첫 분기 매출을 10억 1,000만~10억 1,500만 달러로 예상하며, 예상 영업이익은 1억 5,500만~1억 8,500만 달러입니다. 로이터는 불확실한 관세 환경으로 인한 로지텍의 2026년 전망 철회를 강조하며, 이는 무역 긴장이 회사의 전략적 계획에 미치는 상당한 영향을 반영하고 있습니다.

Logitech

Logitech International reported weaker-than-expected earnings for the fourth quarter ending in March 2025:

- **Non-GAAP Operating Profit**: $133 million, slightly below analyst estimates of $134 million.
- **Sales**: Flat at $1.01 billion, missing the forecast of $1.03 billion.

The company faced challenges due to:

- Issues with an e-commerce payment provider.
- Increased investments in research and development, and marketing.

Despite these challenges, Logitech met its full-year sales guidance of $4.54–$4.57 billion and non-GAAP operating income of $755–$770 million. However, it withdrew its 2026 outlook due to uncertainties stemming from U.S. trade policies. ([reuters.com](https://www.reuters.com/business/logitech-reports-weak-q4-quarterly-profit-2025-04-29/?utm_source=openai))

Approximately 40% of Logitech's products are produced in China, and another 60% through contract manufacturers in other Asian countries and Mexico—all regions affected by increased U.S. tariffs. The company is particularly vulnerable to U.S. tariffs, its biggest market making up roughly a third of its sales. ([reuters.com](https://www.reuters.com/business/logitech-reports-weak-q4-quarterly-profit-2025-04-29/?utm_source=openai))

For the first quarter of its 2026 fiscal year, Logitech forecasts sales between $1.10 billion and $1.15 billion and operating income of $155 million to $185 million. ([reuters.com](https://www.reuters.com/business/logitech-reports-weak-q4-quarterly-profit-2025-04-29/?utm_source=openai))


## Logitech's Financial Performance Amid Tariff Uncertainties:
- [Logitech reports weak quarterly profit](https://www.reuters.com/business/logitech-reports-weak-q4-quarterly-profit-2025-04-29/?utm_source=openai)
- [Logitech withdraws 2026 forecast amid tariff uncertainty](https://www.reuters.com/technology/logitech-withdraws-fiscal-2026-outlook-due-tariff-environment-2025-04-10/?utm_source=openai) 

Logitech Faces Earnings Miss Amid Rising Tariff Challenges

로지텍, 관세 도전 속에서 실적 부진 직면

Mondelez International has successfully navigated the rising cocoa prices by exceeding profit expectations in the first quarter of 2025. The company's recent performance highlights its strategic use of price increases on chocolates and biscuits to counteract higher input costs. According to Reuters, these pricing adjustments contributed significantly to Mondelez's favorable financial results.

In the first quarter, Mondelez implemented price hikes averaging 6.6 percentage points, a move that helped balance a 3.5 percentage point drop in sales volume. This approach was supplemented by launching innovative new products like the Glow Ups variant of Sour Patch Kids, which kept consumer interest high. Mondelez remains optimistic about its market standing, predicting around 5% growth in organic net revenue despite expecting a 10% drop in adjusted profits.

Mondelez's ability to maintain its market position is further supported by consumer trends toward premium chocolates and luxury brands. The Financial Times noted that Mondelez's strategic pricing and new offerings have been pivotal in retaining its competitiveness in the chocolate segment. Despite possible hurdles from U.S. tariff policies, the company stands firm on its annual forecast amidst these challenging conditions.

몬덜리즈 인터내셔널은 2025년 1분기에 코코아 가격 상승에도 불구하고 수익 전망을 초과 달성했습니다. 회사의 최근 실적은 초콜릿과 비스킷의 가격 인상을 통해 높아진 원가를 상쇄하는 전략적 접근을 보여줍니다. 로이터에 따르면, 이러한 가격 조정은 몬덜리즈의 긍정적인 재무 성과에 상당히 기여했습니다.

1분기에 몬덜리즈는 평균 6.6% 포인트의 가격 인상을 단행했으며, 이는 3.5% 포인트의 판매량 감소를 상쇄하는 데 도움을 주었습니다. 이러한 접근은 새로운 상품인 '글로우 업스' 사워 패치 키즈 라인 출시와 함께 소비자의 관심을 유지했습니다. 몬덜리즈는 조정된 이익이 10% 감소할 것으로 예상됨에도 불구하고 유기적 순매출이 약 5% 성장할 것으로 전망하며 낙관적인 입장을 유지하고 있습니다.

몬덜리즈의 시장 입지 유지는 프리미엄 초콜릿과 럭셔리 브랜드를 선호하는 소비자 트렌드에 의해 더욱 뒷받침됩니다. 파이낸셜 타임스는 몬덜리즈의 전략적 가격 책정과 신제품 출시가 초콜릿 세그먼트에서의 경쟁력을 유지하는 데 핵심적이었다고 언급했습니다. 미국의 관세 정책으로 인한 잠재적 장애에도 불구하고, 회사는 이러한 도전적인 환경 속에서도 연간 전망을 굳건히 유지하고 있습니다.

Mondelez

Mondelez International's chocolate segment has demonstrated resilience despite challenges posed by rising cocoa prices. Key developments include:

- **First-Quarter Performance**: In Q1 2025, Mondelez exceeded profit expectations, primarily due to price increases on chocolates and biscuits aimed at offsetting higher input costs, including cocoa. ([reuters.com](https://www.reuters.com/business/retail-consumer/mondelez-beats-first-quarter-profit-estimates-2025-04-29/?utm_source=openai))

- **Pricing Strategy**: The company implemented price hikes averaging 6.6 percentage points, which helped mitigate a 3.5 percentage point decline in sales volume. ([reuters.com](https://www.reuters.com/business/retail-consumer/mondelez-beats-first-quarter-profit-estimates-2025-04-29/?utm_source=openai))

- **Product Innovation**: New product launches, such as the Glow Ups variant of Sour Patch Kids, contributed to maintaining consumer interest and sales. ([reuters.com](https://www.reuters.com/business/retail-consumer/mondelez-beats-first-quarter-profit-estimates-2025-04-29/?utm_source=openai))

- **Market Outlook**: Despite potential challenges from U.S. tariff policies, Mondelez reaffirmed its annual forecast, projecting around 5% organic net revenue growth and a 10% decline in adjusted profits. ([reuters.com](https://www.reuters.com/business/retail-consumer/mondelez-beats-first-quarter-profit-estimates-2025-04-29/?utm_source=openai))

- **Consumer Behavior**: While some consumers are opting for premium chocolates, leading to a surge in demand for luxury brands, Mondelez's strategic pricing and product offerings have helped maintain its market position. ([ft.com](https://www.ft.com/content/f119b460-ebe5-47e2-a536-040bbf5d217c?utm_source=openai))

Overall, Mondelez's proactive pricing strategies and product innovations have enabled its chocolate segment to perform well amid rising cocoa costs. 

Mondelez International Outperforms Q1 Estimates Amid Cocoa Price Hikes

몬덜리즈 인터내셔널, 코코아 가격 인상 속 1분기 실적 전망 상회

Visa Inc. has delivered impressive financial results for the second quarter, showcasing robust performance that outstripped Wall Street's profit forecasts. The company's adjusted profit soared to $5.4 billion, or $2.76 per share, which comfortably surpassed the analysts' estimated $2.68 per share, according to Reuters.

A notable driver of this strong financial showing was an 8% increase in payments volume, which reflects healthy consumer and business spending. Additionally, Visa's net revenue climbed by 10% to reach $9.5 billion, bolstered by significant holiday season sales and competitive discounts. In response to these favorable results, Visa has introduced a $30 billion multi-year share repurchase program and increased its quarterly dividend by 16% to $0.52 per share.

These financial strategies underscore Visa's confidence in its future prospects and commitment to delivering value to shareholders. The market responded positively to the company's performance, with Visa's shares rising 1% in after-hours trading and gaining over 8% in 2025, outpacing competitors Mastercard and American Express. As Reuters highlights, these results affirm Visa's dominant position in the payments sector, driven by strategic initiatives and continued consumer resilience.

비자(Visa Inc.)가 인상적인 재무 실적을 발표하며 월가의 수익 예상치를 크게 뛰어넘었습니다. 로이터에 따르면, 회사의 조정 영업이익은 54억 달러, 주당 2.76 달러로 애널리스트들의 예상 주당 2.68 달러를 상회했습니다.

    이러한 강력한 재무 성과의 주요 동인은 지급결제 거래량이 8% 증가한 것으로, 이는 소비자와 기업의 건전한 지출을 반영합니다. 또한 비자의 순매출은 휴일 시즌 판매와 경쟁력 있는 할인으로 인해 10% 상승하여 95억 달러에 달했습니다. 이러한 긍정적인 결과에 따라 비자는 300억 달러 규모의 다년간 자사주 매입 프로그램을 도입하고, 분기 배당금을 16% 인상하여 주당 0.52 달러로 결정했습니다.

    이러한 재무 전략은 비자의 미래 전망에 대한 자신감과 주주가치 제고 의지를 보여줍니다. 시장은 회사의 성과에 긍정적으로 반응했으며, 비자 주가는 시간외 거래에서 1% 상승했고 2025년에는 8% 이상 올라 마스터카드와 아메리칸 익스프레스를 능가했습니다. 로이터가 지적했듯이, 이러한 실적은 전략적 이니셔티브와 지속적인 소비자 회복력에 힘입은 지급결제 부문에서의 비자의 우세한 위치를 확인시켜 줍니다.

Visa

Visa Inc. reported strong financial results for the second quarter, surpassing Wall Street's profit expectations. Key highlights include:

- **Earnings Performance**: Adjusted profit reached $5.4 billion, or $2.76 per share, exceeding analysts' forecast of $2.68 per share. ([reuters.com](https://www.reuters.com/business/finance/visa-quarterly-profit-rises-strong-card-spending-volumes-2025-04-29/?utm_source=openai))

- **Payment Volume Growth**: Payments volume increased by 8%, indicating robust consumer and business spending. ([reuters.com](https://www.reuters.com/business/finance/visa-quarterly-profit-rises-strong-card-spending-volumes-2025-04-29/?utm_source=openai))

- **Revenue Increase**: Net revenue rose by 10% to $9.5 billion, driven by strong holiday season spending and discounts. ([reuters.com](https://www.reuters.com/business/finance/visa-profit-jumps-strong-holiday-spending-2025-01-30/?utm_source=openai))

- **Share Repurchase Program**: Announced a $30 billion multi-year share repurchase program, reflecting confidence in future prospects. ([reuters.com](https://www.reuters.com/business/finance/visa-quarterly-profit-rises-strong-card-spending-volumes-2025-04-29/?utm_source=openai))

- **Dividend Increase**: Raised quarterly dividend by 16% to $0.52 per share, demonstrating commitment to shareholder returns. ([reuters.com](https://www.reuters.com/business/finance/visa-quarterly-profit-rises-strong-card-spending-volumes-2025-04-29/?utm_source=openai))

- **Stock Performance**: Shares rose 1% in after-hours trading and have gained over 8% in 2025, outperforming rivals Mastercard and American Express. ([reuters.com](https://www.reuters.com/business/finance/visa-quarterly-profit-rises-strong-card-spending-volumes-2025-04-29/?utm_source=openai))

These results underscore Visa's strong position in the payments industry, driven by resilient consumer spending and strategic financial initiatives.

## Stock market information for Visa Inc (V)
- Visa Inc is a equity in the USA market.
- The price is 341.52 USD currently with a change of 3.86 USD (0.01%) from the previous close.
- The latest open price was 338.5 USD and the intraday volume is 5514271.
- The intraday high is 349.99 USD and the intraday low is 336.57 USD.
- The latest trade time is Tuesday, April 29, 22:45:20 UTC.
 

Visa Surpasses Profit Expectations with Strong Second Quarter

비자, 강력한 2분기 실적으로 수익 전망 상회

Electronic Arts (EA) has announced a series of significant changes, including the layoff of between 300 to 400 employees and the cancellation of a 'Titanfall' game in development. This move affects about 100 positions at Respawn Entertainment, where the game was being worked on. Reuters reported these developments as part of EA's strategic plans.

These changes come as EA seeks to realign its resources with long-term goals aimed at fostering growth. Despite the layoffs and project cancellation, Respawn Entertainment remains committed to supporting ongoing projects such as 'Apex Legends' and the next 'Star Wars Jedi' installment. Earlier this year, EA reduced its annual bookings forecast and identified weak consumer spending on key titles as a contributing factor, amid broader economic challenges.

Currently, Electronic Arts' stock is trading at $145.97, showing a minor decrease of $0.76 from the previous close. The trading range for the day has been between $144.33 and $147.12. As EA navigates these strategic adjustments, the company's financial performance remains closely observed by investors, particularly in light of recent economic conditions and the company's latest earnings update.

일렉트로닉 아츠(EA)는 300에서 400명의 직원 감원과 개발 중이던 '타이탄폴' 게임 취소를 포함한 중대한 변화를 발표했습니다. 이러한 조치는 게임이 개발되던 리스폰 엔터테인먼트의 약 100개 직책에 영향을 미칩니다. 로이터는 이러한 변화가 EA의 전략적 계획의 일부라고 보도했습니다.

이러한 변화는 EA가 성장을 촉진하기 위한 장기 목표에 맞춰 자원을 재조정하려는 노력의 일환입니다. 직원 감원과 프로젝트 취소에도 불구하고, 리스폰 엔터테인먼트는 '에이펙스 레전드'와 다음 '스타워즈 제다이' 시리즈와 같은 진행 중인 프로젝트를 지속적으로 지원하겠다는 입장입니다. 앞서 EA는 연간 매출 전망을 하향 조정했으며, 광범위한 경제적 도전 속에서 주요 타이틀의 소비자 지출 부진을 그 원인으로 지목했습니다.

현재 일렉트로닉 아츠의 주가는 $145.97로, 이전 마감가 대비 $0.76 소폭 하락했습니다. 당일 거래 범위는 $144.33에서 $147.12 사이였습니다. EA가 이러한 전략적 조정을 진행하는 가운데, 투자자들은 최근 경제 상황과 회사의 최신 실적 발표를 고려하여 회사의 재무 성과를 면밀히 주시하고 있습니다.

Electronic Arts

Electronic Arts (EA) has announced significant organizational changes, including layoffs and the cancellation of a 'Titanfall' game. Key points include:

- **Layoffs**: EA is laying off between 300 to 400 employees, with approximately 100 positions affected at Respawn Entertainment. ([reuters.com](https://www.reuters.com/technology/electronic-arts-lays-off-hundreds-cancels-titanfall-game-bloomberg-news-reports-2025-04-29/?utm_source=openai))

- **Project Cancellation**: The company has canceled a 'Titanfall' game that was under development at Respawn Entertainment. ([reuters.com](https://www.reuters.com/technology/electronic-arts-lays-off-hundreds-cancels-titanfall-game-bloomberg-news-reports-2025-04-29/?utm_source=openai))

- **Strategic Realignment**: These decisions are part of EA's efforts to realign resources with long-term strategic goals aimed at driving future growth. ([reuters.com](https://www.reuters.com/technology/electronic-arts-lays-off-hundreds-cancels-titanfall-game-bloomberg-news-reports-2025-04-29/?utm_source=openai))

- **Ongoing Projects**: Despite these changes, Respawn Entertainment will continue to support 'Apex Legends' and develop the next installment in the 'Star Wars Jedi' series. ([reuters.com](https://www.reuters.com/technology/electronic-arts-lays-off-hundreds-cancels-titanfall-game-bloomberg-news-reports-2025-04-29/?utm_source=openai))

- **Financial Performance**: In January, EA lowered its annual bookings forecast, citing weak consumer spending on titles like 'FC 25' and underperformance of its new 'Dragon Age' release amid economic uncertainties. ([reuters.com](https://www.reuters.com/technology/electronic-arts-lays-off-hundreds-cancels-titanfall-game-bloomberg-news-reports-2025-04-29/?utm_source=openai))

## Stock market information for Electronic Arts, Inc. (EA)
- Electronic Arts, Inc. is a equity in the USA market.
- The price is 145.97 USD currently with a change of -0.76 USD (-0.01%) from the previous close.
- The latest open price was 146.12 USD and the intraday volume is 2233180.
- The intraday high is 147.12 USD and the intraday low is 144.33 USD.
- The latest trade time is Tuesday, April 29, 21:35:00 UTC.
 

Electronic Arts Announces Layoffs and Cancels 'Titanfall' Game

일렉트로닉 아츠, 직원 감원 및 '타이탄폴' 게임 취소 발표

Tenable has yet to disclose its Q2 2025 revenue targets with a focus on AI and exposure management. The most recent figures available are from the third quarter of 2024, which were announced on October 30 of the same year.

In this Q3 2024 release, Tenable reported a revenue rise to $227.1 million, a 13% increase compared to the same period the previous year. The company has been actively expanding its product suite, launching new capabilities such as AI Aware for detecting vulnerabilities related to artificial intelligence, as well as introducing additional features for IT and cloud environments, including Vulnerability Intelligence and Exposure Response. Furthermore, Tenable has improved its exposure management capabilities by incorporating new data security and AI security posture management functionalities.

During this period, Tenable also broadened its customer base by adding 386 new enterprise platform customers and signing up 60 net new six-figure clients. In a bid to enhance shareholder value, the company expanded its stock repurchase program by $200 million. Investors and observers can keep up with Tenable's financial performance and strategic initiatives by following their official communications.

테너블은 AI와 익스포저 관리에 초점을 맞춘 2025년 2분기 수익 목표를 아직 공개하지 않았습니다. 가장 최근에 이용 가능한 수치는 2024년 3분기의 것으로, 같은 해 10월 30일에 발표되었습니다.

2024년 3분기 발표에서 테너블은 매출이 2억 2,710만 달러로 전년 동기 대비 13% 증가했다고 보고했습니다. 회사는 인공지능 관련 취약점을 탐지하는 AI Aware와 같은 새로운 기능을 출시하고, IT 및 클라우드 환경을 위한 취약성 인텔리전스 및 익스포저 대응 등의 추가 기능을 도입하며 적극적으로 제품군을 확장해왔습니다. 또한 테너블은 새로운 데이터 보안 및 AI 보안 태세 관리 기능을 통합하여 익스포저 관리 능력을 개선했습니다.

이 기간 동안 테너블은 386개의 새로운 엔터프라이즈 플랫폼 고객을 확보하고 60개의 순수익 6자리 고객을 서명하며 고객 기반을 확대했습니다. 주주 가치 제고를 위해 회사는 2억 달러 규모의 자사주 매입 프로그램을 확대했습니다. 투자자와 관찰자들은 테너블의 공식 커뮤니케이션을 통해 회사의 재무 성과와 전략적 이니셔티브를 계속 추적할 수 있습니다.

Tenable

As of April 29, 2025, there is no publicly available information regarding Tenable's Q2 revenue target with a focus on AI and exposure management. The most recent financial results were announced on October 30, 2024, covering the third quarter of 2024. ([investors.tenable.com](https://investors.tenable.com/news-releases/news-release-details/tenable-announces-third-quarter-2024-financial-results/?utm_source=openai))

In that announcement, Tenable highlighted several key developments:

- **Financial Performance**: The company reported revenue of $227.1 million, marking a 13% increase year-over-year. ([investors.tenable.com](https://investors.tenable.com/news-releases/news-release-details/tenable-announces-third-quarter-2024-financial-results/?utm_source=openai))

- **Product Innovations**:
  - Launched **AI Aware**, an advanced detection capability designed to identify artificial intelligence solutions, vulnerabilities, and weaknesses.
  - Introduced **Vulnerability Intelligence** and **Exposure Response**, features aimed at providing actionable intelligence across IT and cloud environments.
  - Expanded exposure management capabilities to cloud data and AI by adding new data security posture management (DSPM) and artificial intelligence security posture management (AI-SPM) features for Tenable Cloud Security.

- **Customer Growth**: Added 386 new enterprise platform customers and 60 net new six-figure customers.

- **Stock Repurchase Program**: Announced a $200 million expansion of the existing stock repurchase program.

Given the absence of specific details about Tenable's Q2 revenue target with a focus on AI and exposure management, I recommend monitoring Tenable's official investor relations website for the latest updates and announcements.

## Stock market information for Tenable Holdings Inc (TENB)
- Tenable Holdings Inc is a equity in the USA market.
- The price is 33.68 USD currently with a change of 0.60 USD (0.02%) from the previous close.
- The latest open price was 32.99 USD and the intraday volume is 2182806.
- The intraday high is 33.89 USD and the intraday low is 27.1 USD.
- The latest trade time is Tuesday, April 29, 22:10:43 UTC.
 

Tenable's Revenue Climbs Amid New AI Offerings

테너블의 매출 AI 신제품과 함께 상승

America Movil, the Mexican telecommunications giant led by the family of billionaire Carlos Slim, has reported a substantial 39% rise in net profit for the first quarter of 2025, compared to the same period last year. According to Reuters, the company's net profit soared to 18.70 billion pesos, approximately $914.07 million, underscoring significant growth. However, total revenues were slightly below analyst expectations, amounting to 232.04 billion pesos—a 14% increase year-on-year.

The company's core earnings, measured by EBITDA, rose by 13% to reach 91 billion pesos, indicating robust operational efficiency. Additionally, America Movil saw a net increase of 2.4 million post-paid subscribers, particularly in major markets such as Brazil, Colombia, and Mexico, though they experienced a decline of 1 million pre-paid subscribers primarily in Mexico and Brazil. The peso-dollar exchange rate by the end of March stood at 20.4604.

Despite the strong financial performance, America Movil's stock on the USA market showed minimal movement, with the price holding steady at $17.16. The day's trading saw an intraday high of $17.67 and a low of $16.00. America Movil's strategy focusing on enhancing operating earnings and reducing financing costs appears to be paying off, reflected in these positive quarterly results.

멕시코 통신 거대 기업 아메리카 모빌은 억만장자 카를로스 슬림 가문이 이끄는 기업으로, 작년 같은 기간 대비 1분기 순이익을 39% 대폭 증가시켰다. 로이터에 따르면, 회사의 순이익은 1,870억 페소(약 9억 1,407만 달러)로 급증했으며, 이는 상당한 성장을 보여준다. 그러나 총 매출은 분석가 예상치보다 약간 낮은 2,320억 페소로, 전년 대비 14% 증가했다.

회사의 핵심 수익을 나타내는 EBITDA는 13% 증가해 910억 페소에 달했으며, 이는 강력한 운영 효율성을 나타낸다. 또한 아메리카 모빌은 브라질, 콜롬비아, 멕시코와 같은 주요 시장에서 240만 명의 후불 가입자를 순증가시켰지만, 멕시코와 브라질에서 100만 명의 선불 가입자가 감소했다. 3월 말 페소-달러 환율은 20.4604였다.

강력한 재무 성과에도 불구하고, 미국 시장에서 아메리카 모빌의 주가는 미미한 움직임을 보였으며, 주가는 17.16달러에서 안정세를 유지했다. 당일 거래에서는 최고가 17.67달러, 최저가 16.00달러를 기록했다. 운영 수익 개선과 금융 비용 절감에 초점을 맞춘 아메리카 모빌의 전략이 이번 분기 긍정적인 실적으로 성과를 거두고 있는 것으로 보인다.

America Movil

America Movil, the Mexican telecommunications giant controlled by the family of billionaire Carlos Slim, reported a 39% increase in net profit for the first quarter of 2025 compared to the same period in 2024. Key highlights from the report include:

- **Net Profit**: Reached 18.70 billion pesos (approximately $914.07 million), up 39% year-on-year. ([reuters.com](https://www.reuters.com/business/media-telecom/mexican-telecoms-giant-america-movil-posts-39-jump-first-quarter-profit-2025-04-29/?utm_source=openai))

- **Revenues**: Totaled 232.04 billion pesos, marking a 14% increase from the previous year, slightly below analysts' expectations of 233.3 billion pesos. ([reuters.com](https://www.reuters.com/business/media-telecom/mexican-telecoms-giant-america-movil-posts-39-jump-first-quarter-profit-2025-04-29/?utm_source=openai))

- **EBITDA**: Core earnings before interest, taxes, depreciation, and amortization grew by 13% to 91 billion pesos. ([reuters.com](https://www.reuters.com/business/media-telecom/mexican-telecoms-giant-america-movil-posts-39-jump-first-quarter-profit-2025-04-29/?utm_source=openai))

- **Subscriber Growth**: Added 2.4 million net post-paid customers, primarily in Brazil, Colombia, and Mexico. ([reuters.com](https://www.reuters.com/business/media-telecom/mexican-telecoms-giant-america-movil-posts-39-jump-first-quarter-profit-2025-04-29/?utm_source=openai))

- **Pre-Paid Segment**: Experienced a loss of 1 million subscribers, mainly due to declines in Mexico and Brazil. ([reuters.com](https://www.reuters.com/business/media-telecom/mexican-telecoms-giant-america-movil-posts-39-jump-first-quarter-profit-2025-04-29/?utm_source=openai))

- **Currency Exchange**: The peso-dollar exchange rate stood at 20.4604 at the end of March. ([reuters.com](https://www.reuters.com/business/media-telecom/mexican-telecoms-giant-america-movil-posts-39-jump-first-quarter-profit-2025-04-29/?utm_source=openai))

These results reflect America Movil's strong performance in the first quarter of 2025, driven by increased operating earnings and lower financing costs.

## Stock market information for America Movil S.A.B.DE C.V. (AMX)
- America Movil S.A.B.DE C.V. is a equity in the USA market.
- The price is 17.16 USD currently with a change of -0.01 USD (-0.00%) from the previous close.
- The latest open price was 17.1 USD and the intraday volume is 3915930.
- The intraday high is 17.67 USD and the intraday low is 16.0 USD.
- The latest trade time is Tuesday, April 29, 21:20:00 UTC.
 

America Movil Boosts Q1 Net Profit by 39% Amid Strong Subscriber Growth

아메리카 모빌, 가입자 성장에 힘입어 1분기 순이익 39% 증가

Oddity Tech, the parent company behind Il Makiage and SpoiledChild, has raised its earnings outlook for 2024. This adjustment comes despite the company facing challenges related to tariffs. In the first quarter of 2024, Oddity reported an impressive 28% increase in revenue, reaching $212 million. Profits grew by 33% to a total of $156 million, with income soaring 82% to hit $38 million, according to Cosmetics Business.

Buoyed by these strong quarterly results, Oddity increased its full-year revenue forecast to land between $635 million and $647 million. This projection signifies an anticipated growth rate of 23% to 25% over the previous year. The company's performance is underpinned by powerful brand performances from its subsidiaries Il Makiage and SpoiledChild, and is further enhanced by strategic investments in innovation and technology.

Among its strategic moves, Oddity Tech acquired the biotechnology startup Revela for $76 million in 2023, demonstrating its commitment to technology and product development. Despite the ongoing tariff challenges, these strategic investments and the resilience of its core brands have allowed Oddity Tech to confidently adjust its financial projections for the upcoming year.

일 마키아주와 스포일드차일드의 모회사인 오디티 테크가 2024년 수익 전망을 상향 조정했습니다. 이는 관세 관련 도전에도 불구하고 이루어진 조정입니다. 2024년 1분기에 오디티는 매출이 28% 증가해 2억 1,200만 달러를 기록했습니다. 코스메틱 비즈니스에 따르면, 수익은 33% 성장해 1억 5,600만 달러에 달했으며, 순이익은 82% 급증해 3,800만 달러를 기록했습니다.

    이러한 강력한 분기 실적에 힘입어 오디티는 연간 매출 전망을 6억 3,500만 달러에서 6억 4,700만 달러 사이로 상향 조정했습니다. 이는 전년 대비 23%에서 25%의 성장률을 예상하는 것입니다. 회사의 성과는 자회사 일 마키아주와 스포일드차일드의 강력한 브랜드 성과와 혁신 및 기술에 대한 전략적 투자로 뒷받침됩니다.

    전략적 움직임의 일환으로, 오디티 테크는 2023년 생명공학 스타트업 레벨라를 7,600만 달러에 인수하며 기술과 제품 개발에 대한 헌신을 보여주었습니다. 지속되는 관세 도전에도 불구하고, 이러한 전략적 투자와 핵심 브랜드의 회복력으로 오디티 테크는 다가오는 해의 재무 전망을 자신있게 조정할 수 있었습니다.

Oddity Tech

Oddity Tech, the parent company of Il Makiage and SpoiledChild, has recently raised its earnings outlook for 2024, despite facing tariff challenges. Key developments include:

- **Q1 2024 Performance**: In the first quarter, Oddity reported a 28% increase in revenue to $212 million, driven by strong performances from Il Makiage and SpoiledChild. Profits rose by 33% to $156 million, with income soaring 82% to $38 million. ([cosmeticsbusiness.com](https://www.cosmeticsbusiness.com/oddity-raises-2024-guidance-as-q1-profits-soar?utm_source=openai))

- **Full-Year 2024 Guidance**: Based on Q1 results, Oddity has raised its full-year revenue forecast to between $635 million and $647 million, reflecting a growth of 23% to 25% compared to the previous year. ([cosmeticsbusiness.com](https://www.cosmeticsbusiness.com/oddity-raises-2024-guidance-as-q1-profits-soar?utm_source=openai))

- **Strategic Investments**: The company has been investing heavily in technology and product development, including the acquisition of biotechnology startup Revela for $76 million in 2023. These investments have contributed to Oddity's robust financial performance. ([cosmeticsbusiness.com](https://cosmeticsbusiness.com/oddity-2023-revenues-top-500-million-as-tech?utm_source=openai))

- **Tariff Challenges**: Despite facing tariff challenges, Oddity's strong financial performance and strategic investments have enabled the company to raise its earnings outlook for 2024. ([cosmeticsbusiness.com](https://www.cosmeticsbusiness.com/oddity-raises-2024-guidance-as-q1-profits-soar?utm_source=openai))

Overall, Oddity Tech's proactive investments and strong brand performance have positioned the company to navigate external challenges effectively. 

Oddity Tech Boosts 2024 Earnings Outlook Amid Strong First Quarter

오디티 테크, 강력한 1분기 실적에 힘입어 2024년 수익 전망 상향 조정

Clearwater Paper Corporation saw its shares jump by 6.8% after announcing its first-quarter 2025 financial results. The company reported a 6% year-over-year growth in net sales, accompanied by a striking 67% increase in paperboard sales volumes during the third quarter of 2024, reaching 314,320 tons, compared to 187,944 tons in the previous year, as noted on their investor site.

The company's operational performance shone despite facing challenges such as a severe weather event that forced production halts at its Lewiston site. Clearwater Paper reported a net income of $17 million, or $1.02 per diluted share, which is a $7 million decrease from the first quarter of the previous year. Adjusted EBITDA also saw a slight decline to $62 million, down by $4 million, according to Businesswire.

Strategically, Clearwater Paper is expanding its capabilities with the $700 million acquisition of a bleached paperboard manufacturing facility in Augusta, Georgia. This move is expected to significantly boost its paperboard output and expand its geographic reach. Businesswire highlighted these strategic developments as pivotal in bolstering Clearwater Paper's market position.

클리어워터 페이퍼 주식회사는 2025년 1분기 재무 실적 발표 후 주가가 6.8% 상승했다. 회사는 순매출이 전년 대비 6% 성장했으며, 2024년 3분기 지류판매량은 눈에 띄는 67% 증가를 기록했다. 판매량은 전년도 187,944톤에서 314,320톤으로 증가했다.

    심각한 기상 상황으로 루이스턴 사이트의 생산이 중단되는 어려움에도 불구하고 회사의 운영 성과는 양호했다. 클리어워터 페이퍼는 1,700만 달러의 순이익(주당 희석 기준 1.02달러)을 기록했으며, 이는 전년 같은 기간 대비 700만 달러 감소한 수치다. 조정된 EBITDA도 소폭 감소해 6,200만 달러를 기록했다.

    전략적으로 클리어워터 페이퍼는 조지아주 오거스타에 위치한 표백 지류 제조 시설을 7억 달러에 인수하며 역량을 확대하고 있다. 이러한 움직임은 지류 생산량을 크게 늘리고 지리적 영역을 확장할 것으로 예상된다.

Clearwater Paper

Clearwater Paper Corporation's shares surged 6.8% following the announcement of its first-quarter 2025 financial results, highlighting:

- **Revenue Growth**: The company reported a 6% increase in net sales compared to the same period last year.

- **Higher Shipments**: There was a significant rise in paperboard sales volumes, with a 67% increase to 314,320 tons in the third quarter of 2024, compared to 187,944 tons in the same quarter of 2023. ([ir.clearwaterpaper.com](https://ir.clearwaterpaper.com/investors/press-releases/news-details/2024/Clearwater-Paper-Reports-Third-Quarter-2024-Results-Board-Approves-New-100M-Share-Repurchase-Authorization-d47d869da/default.aspx?utm_source=openai))

- **Operational Performance**: Despite challenges, including a severe weather event that disrupted production at the Lewiston site, the company demonstrated strong operational execution. ([businesswire.com](https://www.businesswire.com/news/home/20240429536422/en/Clearwater-Paper-Reports-First-Quarter-2024-Results?utm_source=openai))

- **Financial Highlights**:
  - Net income of $17 million, or $1.02 per diluted share, down $7 million from the first quarter of last year.
  - Adjusted EBITDA of $62 million, a decrease of $4 million from the same period last year. ([businesswire.com](https://www.businesswire.com/news/home/20240429536422/en/Clearwater-Paper-Reports-First-Quarter-2024-Results?utm_source=openai))

- **Strategic Developments**: The company announced the acquisition of a bleached paperboard manufacturing facility in Augusta, Georgia, for $700 million, aiming to enhance its paperboard capacity and geographic footprint. ([businesswire.com](https://www.businesswire.com/news/home/20240429536422/en/Clearwater-Paper-Reports-First-Quarter-2024-Results?utm_source=openai))

These factors contributed to the positive market response, reflecting investor confidence in Clearwater Paper's growth trajectory and strategic initiatives.

## Stock market information for Clearwater Paper Corp (CLW)
- Clearwater Paper Corp is a equity in the USA market.
- The price is 25.01 USD currently with a change of 0.57 USD (0.02%) from the previous close.
- The latest open price was 24.47 USD and the intraday volume is 282584.
- The intraday high is 27.0 USD and the intraday low is 23.93 USD.
- The latest trade time is Tuesday, April 29, 21:20:00 UTC.
 

Clearwater Paper Shares Climb Following Q1 Financial Results

클리어워터 페이퍼, 1분기 재무 실적 발표 후 주가 상승

Super Micro Computer's stock tumbled more than 16% in extended trading after the company announced disappointing preliminary financial results. The server manufacturer revised its third-quarter revenue forecast significantly lower to between $4.5 billion and $4.6 billion, down from a previous estimate of $5 billion to $6 billion. Adjusted profit expectations were also reduced to 29–31 cents per share from a previous forecast of 46–62 cents, as reported by Reuters.

The stock's sharp decline comes amid broader concerns about delayed customer spending decisions and inventory build-up of older products. Super Micro pointed to customers postponing platform decisions, effectively pushing sales into future quarters, as a primary reason for the missed forecasts. This echoes broader market worries as companies, including Microsoft, reassess AI-related project investments due to fears of oversupply.

Adding to its challenges, Super Micro has faced scrutiny over its accounting practices, narrowly avoiding delisting by filing its delayed 2024 annual report in February. These developments have left investors questioning the company's financial health and its future in the rapidly shifting AI market landscape.

슈퍼 마이크로 컴퓨터의 주가가 disappointing 예비 재무 결과 발표 후 연장 거래에서 16% 이상 급락했습니다. 서버 제조업체는 3분기 매출 전망을 기존 50억-60억 달러에서 크게 낮춰 45억-46억 달러로 조정했습니다. 조정된 수익 전망도 이전 46-62센트에서 29-31센트로 하향 조정되었습니다.

주가의 급격한 하락은 고객의 지출 결정 지연과 구형 제품 재고 누적에 대한 광범위한 우려와 함께합니다. 슈퍼 마이크로는 고객들이 플랫폼 결정을 미루면서 실질적으로 판매를 향후 분기로 미루고 있다고 설명했습니다. 이는 마이크로소프트를 포함한 기업들이 과잉 공급에 대한 우려로 AI 관련 프로젝트 투자를 재평가하는 광범위한 시장 우려와 맥을 같이합니다.

추가로, 슈퍼 마이크로는 회계 관행에 대한 정밀 조사를 받았으며, 2024년 연간 보고서를 2월에 지연 제출하여 겨우 상장 폐지를 모면했습니다. 이러한 전개로 투자자들은 회사의 재무 건전성과 급변하는 AI 시장 환경에서의 미래에 대해 의문을 제기하고 있습니다.

Super Micro Computer

Super Micro Computer's stock experienced a significant decline following the release of its preliminary financial results, which fell short of analyst expectations. Key points include:

- **Revenue and Profit Forecasts Lowered**: The company revised its third-quarter revenue forecast to between $4.5 billion and $4.6 billion, down from the previous estimate of $5 billion to $6 billion. Adjusted quarterly profit expectations were also reduced to 29–31 cents per share, a sharp decrease from the earlier range of 46–62 cents. ([reuters.com](https://www.reuters.com/business/server-maker-super-micro-cuts-third-quarter-results-forecast-2025-04-29/?utm_source=openai))

- **Stock Price Impact**: These announcements led to a more than 16% drop in Super Micro's stock during extended trading hours. ([reuters.com](https://www.reuters.com/business/server-maker-super-micro-cuts-third-quarter-results-forecast-2025-04-29/?utm_source=openai))

- **Delayed Customer Spending**: The company attributed the weaker-than-expected financials to delayed customer platform decisions, which pushed sales into the next quarter, and higher inventory levels of older products. ([reuters.com](https://www.reuters.com/business/server-maker-super-micro-cuts-third-quarter-results-forecast-2025-04-29/?utm_source=openai))

- **AI Demand Concerns**: The downturn reflects broader market worries about overstated AI demand, with companies like Microsoft recently canceling major energy-intensive projects due to oversupply. ([reuters.com](https://www.reuters.com/business/server-maker-super-micro-cuts-third-quarter-results-forecast-2025-04-29/?utm_source=openai))

- **Accounting Scrutiny**: Super Micro has faced prior scrutiny over its accounting practices, narrowly avoiding delisting by filing its delayed 2024 annual report in February. ([reuters.com](https://www.reuters.com/business/server-maker-super-micro-cuts-third-quarter-results-forecast-2025-04-29/?utm_source=openai))

These developments have raised concerns among investors regarding Super Micro's financial health and its ability to navigate the evolving AI market landscape.

## Stock market information for Super Micro Computer Inc (SMCI)
- Super Micro Computer Inc is a equity in the USA market.
- The price is 36.0 USD currently with a change of -1.27 USD (-0.03%) from the previous close.
- The latest open price was 36.92 USD and the intraday volume is 38260091.
- The intraday high is 37.55 USD and the intraday low is 28.91 USD.
- The latest trade time is Tuesday, April 29, 21:16:00 UTC.
 

Super Micro's Stock Sinks Over 16% After Cutting Financial Forecasts

슈퍼 마이크로 컴퓨터, 재무 전망 축소로 주가 16% 이상 하락

President Donald Trump has announced plans to deploy new Boeing F-15EX fighter jets at the Selfridge Air National Guard Base in Michigan, a move that ensures the base's continued operation and addresses closure concerns. This announcement was made on April 29, 2025, during President Trump's visit to Michigan, where he was joined by Democratic Governor Gretchen Whitmer.

Located near Detroit, Selfridge Air National Guard Base plays a significant role in Michigan's economy, contributing approximately $850 million annually and supporting about 5,000 military and civilian jobs. The decision to station the F-15EX jets comes as a critical support for the base, which has been a pivotal part of the community. Reuters reported that this initiative aligns with legislative efforts aimed at enhancing the Air National Guard's capabilities and modernizing their equipment by replacing aging A-10 aircraft.

The collaboration between President Trump and Governor Whitmer highlights a rare bipartisan effort aimed at securing the future of the base and enhancing strategic military readiness. The deployment not only strengthens national defense but also provides crucial economic stability to a region facing rising unemployment rates. With both political and economic implications, this decision reassures Michigan's stake in national defense and local job security.

도널드 트럼프 대통령은 미시간주 셀프리지 국가방위공군기지에 새로운 보잉 F-15EX 전투기를 배치할 계획을 발표했습니다. 이는 기지의 지속적인 운영을 보장하고 폐쇄에 대한 우려를 해소하기 위한 조치입니다. 이 발표는 2025년 4월 29일, 트럼프 대통령이 민주당 그레첸 휘트머 주지사와 함께 미시간주를 방문하는 동안 이루어졌습니다.

디트로이트 인근에 위치한 셀프리지 국가방위공군기지는 미시간 경제에서 중요한 역할을 하고 있으며, 연간 약 8억 5천만 달러를 기여하고 약 5,000개의 군사 및 민간 일자리를 지원하고 있습니다. F-15EX 전투기 배치 결정은 지역사회의 핵심적인 부분이었던 기지를 중요하게 지원하는 조치입니다. 로이터통신은 이 계획이 노후화된 A-10 항공기를 대체하고 공군 국가방위대의 능력을 강화하고 장비를 현대화하려는 입법 노력과 일치한다고 보도했습니다.

트럼프 대통령과 휘트머 주지사 간의 협력은 기지의 미래를 확보하고 전략적 군사 대비태세를 강화하기 위한 드문 초당적 노력을 보여줍니다. 이 배치는 국가 방위를 강화할 뿐만 아니라 실업률이 상승하는 지역에 중요한 경제적 안정성을 제공합니다. 정치적, 경제적 함의를 가진 이 결정은 국가 방위와 지역 일자리 안정성에 대한 미시간주의 입지를 재확인해줍니다.

Boeing

President Donald Trump has announced plans to station new Boeing F-15EX fighter jets at Selfridge Air National Guard Base in Michigan, ensuring the base's continued operation and addressing concerns about its potential closure. Key points include:

- **Announcement Details**: On April 29, 2025, during a visit to Michigan, President Trump, accompanied by Democratic Governor Gretchen Whitmer, declared the deployment of new fighter jets to Selfridge Air National Guard Base, effectively securing its future. ([apnews.com](https://apnews.com/article/e701e6067f538849ca40fd61468b0b3c?utm_source=openai))

- **Base Significance**: Selfridge Air National Guard Base, located near Detroit, contributes approximately $850 million to Michigan's economy and supports around 5,000 military and civilian personnel. ([apnews.com](https://apnews.com/article/e701e6067f538849ca40fd61468b0b3c?utm_source=openai))

- **Political Collaboration**: The announcement marks a rare bipartisan effort, with Governor Whitmer, a Democrat, working alongside President Trump to advocate for the base's modernization and continued operation. ([apnews.com](https://apnews.com/article/e701e6067f538849ca40fd61468b0b3c?utm_source=openai))

- **F-15EX Deployment**: The F-15EX fighter jets are set to replace the base's aging A-10 aircraft, which are scheduled for retirement. This move aligns with previous legislative efforts to enhance the Air National Guard's capabilities. ([defensenews.com](https://www.defensenews.com/air/2023/07/13/new-ndaa-amendment-would-add-two-more-f-15exs-for-air-guard-in-2025/?utm_source=openai))

- **Economic and Strategic Impact**: The decision to station new fighter jets at Selfridge not only bolsters national defense but also provides economic stability to the region, particularly amid rising unemployment rates in Michigan. ([apnews.com](https://apnews.com/article/e701e6067f538849ca40fd61468b0b3c?utm_source=openai))


## Trump Secures Future of Michigan Air Base with New Fighter Jet Announcement:
- [Trump locks in future of Michigan air base with new fighter jet announcement](https://apnews.com/article/e701e6067f538849ca40fd61468b0b3c?utm_source=openai) 

Trump Announces Deployment of Boeing F-15EX Jets to Michigan Air Base

트럼프, 미시간 공군기지에 보잉 F-15EX 전투기 배치 발표

First Solar's stock took a hit following a significant first-quarter earnings miss and weak guidance, largely due to the impacts of tariffs. The solar industry player reported a net loss of $449 million in Q1, much of which was influenced by pre-tax charges related to restructuring efforts, according to Renewable Energy World. This decline in performance also saw a decrease in net sales from the previous quarter, primarily attributed to expected seasonal reductions in module volume sold, as Stock Titan noted.

In terms of operational challenges, First Solar announced the closure of its facility in Germany and the idling of production lines in Malaysia. The company is also undergoing a major workforce reduction, laying off 30% of its global employees as part of its restructuring measures. The company is facing stiff competition from Chinese solar modules, which is impacting the cost efficiency of its thin-film technology, adding another layer of pressure as reported by Renewable Energy World.

Despite these setbacks, First Solar is moving forward with strategic initiatives, including the construction of the 550-megawatt Topaz Solar Farms in California. This project is expected to employ approximately 400 workers over the next three years. The company also made leadership changes by appointing James Hughes as CEO and Raffi Garabedian as CTO, suggesting a renewed focus on steering the company through challenging market dynamics.

퍼스트 솔라의 주가가 1분기 실적 미달과 약한 전망으로 타격을 입었으며, 이는 주로 관세의 영향 때문이었습니다. 재생에너지 세계에 따르면, 이 태양광 기업은 1분기에 4억 4,900만 달러의 순손실을 기록했으며, 이는 대부분 구조조정 관련 세전 비용에 기인했습니다. 이러한 실적 하락은 모듈 판매량의 계절적 감소로 인해 전분기 대비 순매출 감소로 이어졌습니다.

운영상 도전 과제로, 퍼스트 솔라는 독일 시설을 폐쇄하고 말레이시아의 생산라인을 중단했습니다. 또한 회사는 구조조정의 일환으로 글로벌 직원의 30%를 감원할 예정입니다. 중국 태양광 모듈과의 치열한 경쟁으로 인해 얇은 필름 기술의 비용 효율성에 압박을 받고 있습니다.

이러한 어려움에도 불구하고, 퍼스트 솔라는 캘리포니아의 550메가와트 토파즈 태양광 농장 건설 등 전략적 계획을 진행 중입니다. 이 프로젝트는 향후 3년간 약 400명의 근로자를 고용할 것으로 예상됩니다. 또한 제임스 휴즈를 CEO로, 라피 가라베디안을 CTO로 임명하며 어려운 시장 상황을 극복하기 위한 리더십 변화를 모색하고 있습니다.

First Solar

First Solar's stock has declined following a significant Q1 earnings miss and weak guidance, attributed to tariff impacts. Key points include:

- **Q1 Financial Performance**:
  - Reported a net loss of $449 million in Q1, influenced by pre-tax charges related to restructuring efforts. ([renewableenergyworld.com](https://www.renewableenergyworld.com/solar/first-solar-posts-disappointing-q1-results/?utm_source=openai))
  - Experienced a decrease in net sales compared to the previous quarter, primarily due to expected seasonal reductions in module volume sold. ([stocktitan.net](https://www.stocktitan.net/news/FSLR/first-solar-inc-announces-first-quarter-2024-financial-r924plvr1f80.html?utm_source=openai))

- **Operational Challenges**:
  - Announced the closure of its Germany facility and idling of lines in Malaysia.
  - Laid off 30% of its global workforce as part of restructuring measures. ([renewableenergyworld.com](https://www.renewableenergyworld.com/solar/first-solar-posts-disappointing-q1-results/?utm_source=openai))

- **Market Dynamics**:
  - Faced increased competition from Chinese solar modules, eroding the cost advantage of its thin-film technology. ([renewableenergyworld.com](https://www.renewableenergyworld.com/solar/first-solar-posts-disappointing-q1-results/?utm_source=openai))

- **Stock Performance**:
  - As of April 29, 2025, First Solar's stock (FSLR) is trading at $137.24, down $3.45 (-2.45%) from the previous close.
  - The day's trading saw a high of $143.89 and a low of $119.00, with an opening price of $140.72 and a volume of 5,294,938 shares.

- **Strategic Initiatives**:
  - Initiated construction of the 550-megawatt Topaz Solar Farms in California, employing approximately 400 workers over three years.
  - Appointed James Hughes as CEO and Raffi Garabedian as CTO to lead the company's strategic direction. ([renewableenergyworld.com](https://www.renewableenergyworld.com/solar/first-solar-posts-disappointing-q1-results/?utm_source=openai))

These developments highlight First Solar's ongoing efforts to navigate industry challenges and position itself for future growth. 

First Solar's Shares Dip after Earnings Disappointment and Restructuring Moves

퍼스트 솔라, 실적 부진과 구조조정 영향으로 주가 하락

JetBlue Airways is currently engaging in discussions with multiple U.S. carriers, aiming to establish a new strategic partnership in the coming weeks. This move comes as the airline seeks to bolster its network and customer services through enhanced collaboration with another domestic airline, according to a report by Reuters. 

The need for a new alliance comes in the wake of JetBlue's recent breakup with American Airlines, which was part of their Northeast Alliance. This partnership was terminated in 2023 following antitrust concerns, prompting JetBlue to seek alternative avenues to improve its market position. Details from Reuters highlight that JetBlue intends to expedite the growth of its customer loyalty programs and expand its route offerings through new strategic alliances. 

JetBlue's management has expressed its willingness to invest more funds to secure a favorable partnership. Additionally, the company is paying careful attention to regulatory considerations to ensure compliance with antitrust laws, avoiding a repeat of the issues that led to the dissolution of its previous alliance.

제트블루 항공은 현재 여러 미국 항공사와 논의 중이며, 향후 몇 주 내에 새로운 전략적 제휴를 수립하는 것을 목표로 하고 있습니다. 로이터 통신의 보도에 따르면, 이는 국내 다른 항공사와의 협력을 통해 네트워크와 고객 서비스를 강화하기 위한 시도입니다.

새로운 제휴의 필요성은 제트블루와 아메리칸 항공 간의 최근 제휴 해체에서 비롯되었습니다. 이 파트너십은 독점 금지 우려로 인해 2023년 종료되었고, 이에 제트블루는 시장 위치를 개선할 대안을 찾고 있습니다. 로이터의 세부 내용에 따르면, 제트블루는 고객 충성도 프로그램 성장을 가속화하고 새로운 전략적 제휴를 통해 노선을 확대하려고 합니다.

제트블루 경영진은 유리한 파트너십을 확보하기 위해 더 많은 자금을 투자할 의지를 밝혔습니다. 또한 회사는 이전 제휴 해체의 원인이 된 문제를 반복하지 않기 위해 독점 금지법 준수에 세심한 주의를 기울이고 있습니다.

JetBlue

JetBlue Airways has announced plans to partner with a U.S. carrier in the coming weeks. Key points include:

- **Ongoing Discussions**: JetBlue is in talks with multiple airlines to establish a new partnership, aiming to enhance its network and customer offerings. ([reuters.com](https://www.reuters.com/business/aerospace-defense/jetblue-still-talks-with-multiple-airlines-partnership-2025-02-19/?utm_source=openai))

- **Previous Alliance Termination**: The airline is seeking to move beyond its dissolved Northeast Alliance with American Airlines, which was terminated in 2023 due to antitrust concerns. ([reuters.com](https://www.reuters.com/business/american-airlines-sues-jetblue-scraps-partnership-talks-2025-04-29/?utm_source=openai))

- **Strategic Objectives**: JetBlue is focused on improving customer loyalty programs and expanding its route network through this new partnership. ([reuters.com](https://www.reuters.com/business/aerospace-defense/jetblue-still-talks-with-multiple-airlines-partnership-2025-02-19/?utm_source=openai))

- **Financial Commitment**: The airline is prepared to invest additional funds to finalize a beneficial partnership. ([reuters.com](https://www.reuters.com/business/aerospace-defense/jetblue-still-talks-with-multiple-airlines-partnership-2025-02-19/?utm_source=openai))

- **Regulatory Compliance**: JetBlue is mindful of antitrust regulations and is working to ensure that any new partnership complies with legal requirements. ([reuters.com](https://www.reuters.com/business/aerospace-defense/jetblue-still-talks-with-multiple-airlines-partnership-2025-02-19/?utm_source=openai))


## JetBlue's Pursuit of New Airline Partnerships:
- [JetBlue still in talks with multiple airlines for partnership](https://www.reuters.com/business/aerospace-defense/jetblue-still-talks-with-multiple-airlines-partnership-2025-02-19/?utm_source=openai)
- [American Airlines ends JetBlue talks, sues over collapsed alliance](https://www.reuters.com/business/american-airlines-sues-jetblue-scraps-partnership-talks-2025-04-29/?utm_source=openai)
- [American Airlines says it's suing JetBlue as partnership talks end](https://www.axios.com/2025/04/29/american-airlines-jetblue-partner-talks-end-lawsuit?utm_source=openai) 

JetBlue Seeks New Airline Partnership After Alliance Setback

제트블루, 제휴 실패 후 새로운 항공사 파트너십 모색

Snap Inc. has seen a notable decrease in its stock value due to ongoing economic concerns. The company's shares fell by about 14%, a reflection of investor apprehension surrounding Snap's financial prospects. This decline comes as the company opted not to provide financial guidance for the second quarter of 2025, citing uncertainties such as potential global impacts from U.S. tariffs and changes in digital advertising budgets, as reported by Reuters.

Despite this, Snap delivered encouraging results for the first quarter, with revenue jumping 14% to $1.36 billion, surpassing analyst predictions. Its adjusted EBITDA also exceeded expectations, reaching $108.4 million. The company saw a 60% year-over-year increase in total active advertisers, particularly among small- and medium-sized businesses. Additionally, daily active users grew by 9% to 460 million, while monthly active users hit 900 million.

In response to the economic challenges, Snap has slightly reduced its full-year adjusted operating expenses forecast to a range between $2.65 billion and $2.70 billion. The company is navigating a competitive digital advertising landscape, with analysts suggesting that economic uncertainty could push advertisers towards spending on larger platforms such as Facebook and Instagram, increasing competition in the sector.

스냅은 지속되는 경제적 우려로 인해 주가에서 상당한 감소를 경험했습니다. 회사 주식은 약 14% 하락했으며, 이는 스냅의 재무 전망에 대한 투자자들의 우려를 반영합니다. 이러한 하락은 로이터의 보도에 따르면, 미국 관세의 잠재적 글로벌 영향과 디지털 광고 예산 변화 등의 불확실성을 언급하며 2025년 2분기에 대한 재무 가이던스를 제공하지 않기로 결정한 후 발생했습니다.

그럼에도 불구하고, 스냅은 첫 분기에 고무적인 실적을 기록했습니다. 수익은 14% 증가해 13억 6천만 달러를 기록하며 애널리스트 예상을 상회했습니다. 조정된 EBITDA도 1억 840만 달러로 기대치를 초과했습니다. 회사는 특히 중소기업을 중심으로 총 활성 광고주가 60% 연간 증가했습니다. 또한 일일 활성 사용자는 9% 증가해 4억 6천만 명에 도달했고, 월간 활성 사용자는 9억 명을 기록했습니다.

경제적 도전에 대응하여 스냅은 연간 조정된 운영 비용 예상치를 26억 5천만 달러에서 27억 달러 사이로 약간 조정했습니다. 회사는 경쟁이 치열한 디지털 광고 환경을 탐색하고 있으며, 애널리스트들은 경제적 불확실성으로 인해 광고주들이 페이스북과 인스타그램과 같은 대형 플랫폼에 대한 지출로 몰릴 수 있다고 제안하고 있습니다.

Snap Inc.

Snap Inc. (SNAP) has recently experienced a significant decline in its stock price due to macroeconomic challenges and the absence of guidance for the upcoming quarter. Here's a summary of the key developments:

- **Stock Performance**: Snap's shares have dropped by approximately 14%, reflecting investor concerns over the company's financial outlook.

- **Lack of Financial Forecast**: The company announced it will not provide a formal financial forecast for the second quarter of 2025, citing economic uncertainty, including potential impacts of U.S. tariffs on the global economy and digital advertising budgets. ([reuters.com](https://www.reuters.com/business/snap-shelves-quarterly-forecast-economic-uncertainty-risks-ad-budgets-2025-04-29/?utm_source=openai))

- **First-Quarter Results**: Despite the lack of guidance, Snap reported positive first-quarter results:
  - **Revenue**: Increased by 14% to $1.36 billion, surpassing analyst estimates.
  - **Adjusted EBITDA**: Reached $108.4 million, exceeding expectations.
  - **Active Advertisers**: Total active advertisers grew by 60% year-over-year, driven by small- and medium-sized businesses.
  - **User Growth**: Daily active users rose by 9% to 460 million, with monthly active users reaching 900 million. ([reuters.com](https://www.reuters.com/business/snap-shelves-quarterly-forecast-economic-uncertainty-risks-ad-budgets-2025-04-29/?utm_source=openai))

- **Operational Adjustments**: In response to economic pressures, Snap slightly reduced its full-year adjusted operating expenses forecast to between $2.65 billion and $2.70 billion. ([reuters.com](https://www.reuters.com/business/snap-shelves-quarterly-forecast-economic-uncertainty-risks-ad-budgets-2025-04-29/?utm_source=openai))

- **Market Competition**: Analysts suggest that economic uncertainty may lead advertisers to shift spending toward larger platforms like Meta's Facebook and Instagram, intensifying competition in the digital advertising space. ([reuters.com](https://www.reuters.com/business/snap-shelves-quarterly-forecast-economic-uncertainty-risks-ad-budgets-2025-04-29/?utm_source=openai))

These factors have contributed to the recent decline in Snap's stock price, as investors weigh the company's financial performance against broader economic challenges.

## Stock market information for Snap Inc (SNAP)
- Snap Inc is a equity in the USA market.
- The price is 9.09 USD currently with a change of 0.27 USD (0.03%) from the previous close.
- The latest open price was 8.83 USD and the intraday volume is 81435403.
- The intraday high is 9.78 USD and the intraday low is 8.2 USD.
- The latest trade time is Tuesday, April 29, 20:16:01 UTC.
 