이란 외교부 대변인은 지금껏 미국의 악행과 어겨온 약속들을 잊지 않아왔고 앞으로도 그럴 것이며, 추후 협의의 진전에는 미국이 진지한 태도와 성의를 갖추고 불법적이며 과도한 요구를 멈추는 것이 중요하다고 상당히 강경하게 발언함.
Forwarded from 한국경제 (@The Korea Economic Daily)
"역대급 더위 온다"…삼성전자, 에어컨 생산라인 풀가동
https://www.hankyung.com/article/2026041250207
https://www.hankyung.com/article/2026041250207
Oil prices surge above $100 as U.S. Navy to blockade Iran's ports after peace talks fail
https://www.cnbc.com/2026/04/12/oil-prices-iran-war-strait-hormuz-blockade.html?__source=androidappshare
https://www.cnbc.com/2026/04/12/oil-prices-iran-war-strait-hormuz-blockade.html?__source=androidappshare
CNBC
Oil prices surge above $100 as U.S. Navy to blockade Iran's ports after peace talks fail
President Donald Trump said he ordered the U.S. Navy to find and interdict any ship in international waters that has paid a toll to Iran to transit the strait.
VC Deals
Beijing-based ShengShu, an AI video startup, raised $293 million in new funding led by Alibaba.
Elorian, a developer of AI visual reasoning models, secured a $55 million seed round at a $300 million valuation led by Striker Venture Partners, Menlo Ventures, Altimeter Capital and Nvidia.
Vivatides Therapeutics, a biotech startup developing RNA-targeting therapeutics, raised a $54 million Series A led by Qiming Venture Partners and an undisclosed industry fund.
San Diego-based Juno, developer of an AI tax automation platform, received a $12 million seed round led by Bonfire Ventures.
TeiaCare, an Italian provider of AI-based technology for long-term care facilities, raised €7 million in a round led by P101.
PE Deals
Bain Capital is reportedly in talks to invest roughly $381 million for a stake in independent broker-dealer Osaic as part of a deal that would value the company at more than $10 billion. Citywire reported the talks include a $2.9 billion continuation vehicle for Osaic's largest investor, Reverence Capital Partners, with Ares Management lined up as lead investor in the continuation fund.
Avista Healthcare Partners acquired Bentec Medical, a California-based maker of silicone medical device components, from Greyrock and Hermitage Equity Partners.
Blackstone bought a significant minority stake in Denver-based hyperscaler data center developer Rowan Digital Infrastructure.
Kuwait Petroleum attracted interest from firms including GIP, Brookfield and KKR for a $7 billion stake in its pipeline network, Bloomberg reported.
Bregal Sagemount invested in Redgate Software, a UK-based provider of database development and management software.
Exits
Francisco Partners is looking for a buyer for MyFitnessPal in a deal that could fetch up to $1 billion, Reuters reported. The PE firm bought the health tracking app maker in 2020 from Under Armour for $345 million.
Galileo, a startup that helps businesses evaluate and observe AI model performance, has been acquired by Cisco.
Cocoon, a leave-management specialist for the human resources industry, has agreed to be acquired by TriNet.
Agentic workflow automation startup Loam is being bought by Self Labs.
AI startups Aleph Alpha of Germany and Cohere of Canada are in merger talks, Handelsblatt reported.
Fundraising
Nord Holding closed a single-asset continuation vehicle for German fitness platform All-Inclusive Fitness Group at an enterprise value of €500 million.
Accent Equity closed its first multi-asset continuation fund on nearly $161.4 million.
Beijing-based ShengShu, an AI video startup, raised $293 million in new funding led by Alibaba.
Elorian, a developer of AI visual reasoning models, secured a $55 million seed round at a $300 million valuation led by Striker Venture Partners, Menlo Ventures, Altimeter Capital and Nvidia.
Vivatides Therapeutics, a biotech startup developing RNA-targeting therapeutics, raised a $54 million Series A led by Qiming Venture Partners and an undisclosed industry fund.
San Diego-based Juno, developer of an AI tax automation platform, received a $12 million seed round led by Bonfire Ventures.
TeiaCare, an Italian provider of AI-based technology for long-term care facilities, raised €7 million in a round led by P101.
PE Deals
Bain Capital is reportedly in talks to invest roughly $381 million for a stake in independent broker-dealer Osaic as part of a deal that would value the company at more than $10 billion. Citywire reported the talks include a $2.9 billion continuation vehicle for Osaic's largest investor, Reverence Capital Partners, with Ares Management lined up as lead investor in the continuation fund.
Avista Healthcare Partners acquired Bentec Medical, a California-based maker of silicone medical device components, from Greyrock and Hermitage Equity Partners.
Blackstone bought a significant minority stake in Denver-based hyperscaler data center developer Rowan Digital Infrastructure.
Kuwait Petroleum attracted interest from firms including GIP, Brookfield and KKR for a $7 billion stake in its pipeline network, Bloomberg reported.
Bregal Sagemount invested in Redgate Software, a UK-based provider of database development and management software.
Exits
Francisco Partners is looking for a buyer for MyFitnessPal in a deal that could fetch up to $1 billion, Reuters reported. The PE firm bought the health tracking app maker in 2020 from Under Armour for $345 million.
Galileo, a startup that helps businesses evaluate and observe AI model performance, has been acquired by Cisco.
Cocoon, a leave-management specialist for the human resources industry, has agreed to be acquired by TriNet.
Agentic workflow automation startup Loam is being bought by Self Labs.
AI startups Aleph Alpha of Germany and Cohere of Canada are in merger talks, Handelsblatt reported.
Fundraising
Nord Holding closed a single-asset continuation vehicle for German fitness platform All-Inclusive Fitness Group at an enterprise value of €500 million.
Accent Equity closed its first multi-asset continuation fund on nearly $161.4 million.
Forwarded from Market News Feed
🇺🇸US PRE-MARKET MOVERS🇺🇸
ES -0.7% NQ -0.7% RTY -1%
MAG-7: $MSFT -0.3% $AAPL -0.5% $TSLA -0.6% $AMZN -1% $META -1.1% $GOOGL -1.1% $NVDA -1.4%
$GS -3.2%: FICC SALES & TRADING REV. LIGHT & PROVISION FOR CREDIT LOSSES RISES; NOTE, EPS, REV., NII TOPPED
$LEG +6.7%: TO BE ACQUIRED BY SGI IN AN ALL-STOCK TRANSACTION VALUED AT APPROX. $2.5BLN
$TLX +3.5%: W/ REGN TO CO-DEVELOP & CO-COMMERCIALISE NEXT-GEN RADIOPHARMACEUTICAL THERAPIES; TLX TO RECEIVE $40MLN UPFRONT & UP TO $2.1BLN IN MILESTONES
$ON +3.2%: UPGRADED AT BOFA
$BX +2%: UPGRADED AT OPPENHEIMER
$SNDK +1.6%: WILL JOIN THE NASDAQ 100 INDEX, REPLACING TEAM, EFFECTIVE BMO ON 20TH APRIL
$BKR +1%: WILL SELL WAYGATE TECHNOLOGIES TO HEXAGON FOR C. $1.45BLN
$CSGP -0.1%: THIRD POINT WILL NOT PURSUE A PROXY FIGHT AT COSTAR & SOLD ITS ENTIRE STAKE
$BBY -3.3%: DOWNGRADED AT GOLDMAN
$GFL -3.8%: CONFIRMED TO BUY SECURE WASTE INFRASTRUCTURE FOR MORE THAN CAD 6BLN, INCL. DEBT
$REPL -62%: FDA REJECTED ITS MELANOMA TREATMENT ...
ES -0.7% NQ -0.7% RTY -1%
MAG-7: $MSFT -0.3% $AAPL -0.5% $TSLA -0.6% $AMZN -1% $META -1.1% $GOOGL -1.1% $NVDA -1.4%
$GS -3.2%: FICC SALES & TRADING REV. LIGHT & PROVISION FOR CREDIT LOSSES RISES; NOTE, EPS, REV., NII TOPPED
$LEG +6.7%: TO BE ACQUIRED BY SGI IN AN ALL-STOCK TRANSACTION VALUED AT APPROX. $2.5BLN
$TLX +3.5%: W/ REGN TO CO-DEVELOP & CO-COMMERCIALISE NEXT-GEN RADIOPHARMACEUTICAL THERAPIES; TLX TO RECEIVE $40MLN UPFRONT & UP TO $2.1BLN IN MILESTONES
$ON +3.2%: UPGRADED AT BOFA
$BX +2%: UPGRADED AT OPPENHEIMER
$SNDK +1.6%: WILL JOIN THE NASDAQ 100 INDEX, REPLACING TEAM, EFFECTIVE BMO ON 20TH APRIL
$BKR +1%: WILL SELL WAYGATE TECHNOLOGIES TO HEXAGON FOR C. $1.45BLN
$CSGP -0.1%: THIRD POINT WILL NOT PURSUE A PROXY FIGHT AT COSTAR & SOLD ITS ENTIRE STAKE
$BBY -3.3%: DOWNGRADED AT GOLDMAN
$GFL -3.8%: CONFIRMED TO BUY SECURE WASTE INFRASTRUCTURE FOR MORE THAN CAD 6BLN, INCL. DEBT
$REPL -62%: FDA REJECTED ITS MELANOMA TREATMENT ...
Forwarded from Market News Feed
JUST IN: 🇺🇸 US OFFICIALLY BEGINS BLOCKADE OF ALL SHIPS ENTERING OR EXITING THE STRAIT OF HORMUZ. ...
Forwarded from Bad Onion 나쁜양파
📌 #INTC ($63.79)
📌 제목: UBS raises Intel stock price target to $65 on server demand
👉 UBS는 서버 수요에 따라 인텔 주가 목표를 65달러로 상향 조정했습니다.
🧠 핵심 포인트
목표주가 65달러로 상향 및 매수 의견 유지
서버 CPU 수요 증가와 공급 제약 완화 기대가 핵심 근거
CPU 가격 인상과 수요 강세로 수익성 개선 전망
AI 확산으로 서버 수요 급증하며 업황이 강하게 개선
생산능력 확대와 수요 지속성 및 가격 정책이 관건
🏢 섹터: Technology
🏢 사업: Intel Corporation은 미국, 아일랜드, 이스라엘 및 국제적으로 컴퓨팅과 관련 최종 제품 및 서비스를 설계, 개발, 제조, 마케팅, 판매 및 서비스합니다.
📊 Price Target Summary
• Consensus: Hold
• Target: High $92.00 | Avg $51.83 | Low $30.00
📈 Analyst Forecast
• 04/13/26 | Northland Securities | Reiterated | Buy | $54→$92
• 04/12/26 | Seaport Global | Reiterated | Buy | $65
• 04/11/26 | Jefferies | Reiterated | Hold | $45→$60
• 04/10/26 | Melius Research | Reiterated | Buy | $58→$75
• 04/10/26 | Benchmark Co. | Reiterated | Buy | $57→$76
• 04/09/26 | Cantor Fitzgerald | Reiterated | Hold | $45→$60
📌 제목: UBS raises Intel stock price target to $65 on server demand
👉 UBS는 서버 수요에 따라 인텔 주가 목표를 65달러로 상향 조정했습니다.
🧠 핵심 포인트
목표주가 65달러로 상향 및 매수 의견 유지
서버 CPU 수요 증가와 공급 제약 완화 기대가 핵심 근거
CPU 가격 인상과 수요 강세로 수익성 개선 전망
AI 확산으로 서버 수요 급증하며 업황이 강하게 개선
생산능력 확대와 수요 지속성 및 가격 정책이 관건
🏢 섹터: Technology
🏢 사업: Intel Corporation은 미국, 아일랜드, 이스라엘 및 국제적으로 컴퓨팅과 관련 최종 제품 및 서비스를 설계, 개발, 제조, 마케팅, 판매 및 서비스합니다.
📊 Price Target Summary
• Consensus: Hold
• Target: High $92.00 | Avg $51.83 | Low $30.00
📈 Analyst Forecast
• 04/13/26 | Northland Securities | Reiterated | Buy | $54→$92
• 04/12/26 | Seaport Global | Reiterated | Buy | $65
• 04/11/26 | Jefferies | Reiterated | Hold | $45→$60
• 04/10/26 | Melius Research | Reiterated | Buy | $58→$75
• 04/10/26 | Benchmark Co. | Reiterated | Buy | $57→$76
• 04/09/26 | Cantor Fitzgerald | Reiterated | Hold | $45→$60
U.S. begins blockade of Strait of Hormuz
https://www.cnbc.com/2026/04/13/trump-iran-war-strait-of-hormuz-blockade.html?__source=androidappshare
https://www.cnbc.com/2026/04/13/trump-iran-war-strait-of-hormuz-blockade.html?__source=androidappshare
CNBC
U.S. begins blockade of Strait of Hormuz
The U.S. blockade would apply to "any and all Ships trying to enter, or leave, the Strait of Hormuz," President Donald Trump said.
Forwarded from Market News Feed
SOURCE CLOSE TO THE SAUDI ROYAL FAMILY THAT RIYADH BELIEVES THE WAR FAILED AND A GROUND INVASION LIKE IRAQ MAY BE NECESSARY - ISRAELI CHANNEL 12 ...
Forwarded from Market News Feed
IRAN DECLARES MAXIMUM COMBAT ALERT AMID ESCALATING TENSIONS
IRAN SAYS ITS ARMED FORCES ARE ON “MAXIMUM COMBAT ALERT” AND READY FOR “ANY SCENARIO,” WARNING OF A “HARSH AND DECISIVE RESPONSE” TO ANY AGGRESSION, ACCORDING TO STATE MEDIA.
BRIG. GEN. MAJID IBN REZA SAID THE MILITARY IS FULLY MOBILIZED, WHILE OFFICIALS CLAIM MISSILE AND DRONE STOCKPILES ARE SUFFICIENT FOR SUSTAINED OPERATIONS.
THE ESCALATION FOLLOWS U.S. THREATS OF A NAVAL BLOCKADE AND INTENSIFIED TENSIONS AFTER FAILED TALKS BETWEEN THE TWO SIDES. ...
IRAN SAYS ITS ARMED FORCES ARE ON “MAXIMUM COMBAT ALERT” AND READY FOR “ANY SCENARIO,” WARNING OF A “HARSH AND DECISIVE RESPONSE” TO ANY AGGRESSION, ACCORDING TO STATE MEDIA.
BRIG. GEN. MAJID IBN REZA SAID THE MILITARY IS FULLY MOBILIZED, WHILE OFFICIALS CLAIM MISSILE AND DRONE STOCKPILES ARE SUFFICIENT FOR SUSTAINED OPERATIONS.
THE ESCALATION FOLLOWS U.S. THREATS OF A NAVAL BLOCKADE AND INTENSIFIED TENSIONS AFTER FAILED TALKS BETWEEN THE TWO SIDES. ...
Forwarded from 에테르의 일본&미국 리서치
엔비디아가 대형 PC 관련 기업 인수를 협상 중입니다
분석: 이 인수는 컴퓨팅 지형을 근본적으로 바꿀 것입니다
엔비디아는 대형 회사를 인수하기 위해 1년 넘게 협상을 진행해 왔으며, 이는 PC 지형을 재편할 것입니다. SemiAccurate는 2024년 말부터 이 이야기를 추적해 왔으며, 계약을 성사시키거나 백지화할 시기가 다가오고 있습니다.
2025년 초, SemiAccurate가 인텔 인수에 대한 일론 머스크의 관심에 대해 단독으로 보도했던 것을 기억하십니까? 사람들은 얼마나 비웃었는지 모릅니다. 그리고 그 상황은 머스크가 인텔을 원한다고 공개적으로 밝히기 시작할 때까지 몇 분기 동안 계속되었습니다. 물론 그 거래는 성사되지 않았지만 저희의 보도는 정확했으며, 그 이후 인텔이 참여하는 '테라팹(Terafab)' 프로젝트로 형태가 바뀐 계획이 존재했습니다. 속담과는 다르지만, 그들을 살 수 없다면 합류하라는 말이 이런 맥락일 것입니다.
어쨌든 SemiAccurate는 수십 개의 다른 사이트에서도 베껴서 진실로 둔갑한 루머를 다루지 않습니다. 저희는 조사를 수행하며, 이번에는 큰 건을 잡았습니다. 이 기사는 1년이 넘는 조사를 다루고 있으며, 인텔/머스크 이야기처럼 결국 성사될 수도 있고 안 될 수도 있지만 지금은 꽤 현실적입니다. 엔비디아는 컴퓨터가 발명된 이래 다른 어떤 것도 해내지 못한 방식으로 PC 및 서버 지형을 재편할 거대한 인수를 모색하고 있습니다. 그리고 다시 한 번 말씀드리지만, 저희는 지금 매우 진지합니다.
https://x.com/wallstengine/status/2043711612574704064?s=20
분석: 이 인수는 컴퓨팅 지형을 근본적으로 바꿀 것입니다
엔비디아는 대형 회사를 인수하기 위해 1년 넘게 협상을 진행해 왔으며, 이는 PC 지형을 재편할 것입니다. SemiAccurate는 2024년 말부터 이 이야기를 추적해 왔으며, 계약을 성사시키거나 백지화할 시기가 다가오고 있습니다.
2025년 초, SemiAccurate가 인텔 인수에 대한 일론 머스크의 관심에 대해 단독으로 보도했던 것을 기억하십니까? 사람들은 얼마나 비웃었는지 모릅니다. 그리고 그 상황은 머스크가 인텔을 원한다고 공개적으로 밝히기 시작할 때까지 몇 분기 동안 계속되었습니다. 물론 그 거래는 성사되지 않았지만 저희의 보도는 정확했으며, 그 이후 인텔이 참여하는 '테라팹(Terafab)' 프로젝트로 형태가 바뀐 계획이 존재했습니다. 속담과는 다르지만, 그들을 살 수 없다면 합류하라는 말이 이런 맥락일 것입니다.
어쨌든 SemiAccurate는 수십 개의 다른 사이트에서도 베껴서 진실로 둔갑한 루머를 다루지 않습니다. 저희는 조사를 수행하며, 이번에는 큰 건을 잡았습니다. 이 기사는 1년이 넘는 조사를 다루고 있으며, 인텔/머스크 이야기처럼 결국 성사될 수도 있고 안 될 수도 있지만 지금은 꽤 현실적입니다. 엔비디아는 컴퓨터가 발명된 이래 다른 어떤 것도 해내지 못한 방식으로 PC 및 서버 지형을 재편할 거대한 인수를 모색하고 있습니다. 그리고 다시 한 번 말씀드리지만, 저희는 지금 매우 진지합니다.
https://x.com/wallstengine/status/2043711612574704064?s=20
Forwarded from Market News Feed
*U.S. ASKED IRAN TO FREEZE URANIUM ENRICHMENT FOR 20 YEARS, SOURCES SAY - AXIOS
*U.S. AND IRAN FAILED TO REACH A CEASEFIRE DEAL BEFORE THE APRIL 21 DEADLINE
*MEDIATORS FROM PAKISTAN, EGYPT, AND TURKEY ARE WORKING TO EXTEND CEASEFIRE FOR 45-60 DAYS ...
*U.S. AND IRAN FAILED TO REACH A CEASEFIRE DEAL BEFORE THE APRIL 21 DEADLINE
*MEDIATORS FROM PAKISTAN, EGYPT, AND TURKEY ARE WORKING TO EXTEND CEASEFIRE FOR 45-60 DAYS ...
Forwarded from Market News Feed
THE NEXT ROUND OF IRAN-US DIRECT TALKS WILL BE HELD IN ISLAMABAD ON THURSDAY, THE ATLANTIC CITES SOURCE IN TEHRAN. ...
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