ZEEKR Intelligent Tech 株価情報 (NYSE: ZK)

ZEEKR Intelligent Tech (NYSE:ZK) 株価情報

ZEEKR Intelligent Tech

ZEEKR Intelligent Technology Holding Ltd is a fast-growing BEV technology company. By developing and offering next-generation premium BEVs and technology-driven solutions, It aspires to lead the automobile industry's electrification, intelligentization and innovation. Since its inception, It has focused on innovation in BEV architecture, hardware, software, and application of new technologies. It is principally engaged in the commercialization and sales of electric vehicles and batteries, and the provision of automotive-related research and development services.

News

Movers

AMKR

BILI

BRFS

IBRX

IRTC

ITCI

OLLI

RKLB

TALO

これらの中型株は先週最も楽観的なパフォーマンスを示しました。あなたのポートフォリオには入っていますか？Bilibili Inc.は（NASDAQ：BILI）は、先週「三國：謀定天下」の発売以降23.32%上昇しました。さらに、JPモルガン（JP Morgan）のアナリスト、ダニエル・チェン氏はBilibiliの株をニュートラル（中立評価）からオーバーウェイト（買い評価）に格上げし、21ドルの株価予測を発表しました。

中国配信大手ビリビリ　株価が23%の高騰

ZEEKR Intelligent Technology Holding Limited American Depositary Shares (each representing ten (10) Ordinary Shares)

ZEEKR Intelligent Technology Holding Ltd

ZKsync - United States Dollar

ZKB GOLD CORP by ZKB Gold ETF

ZKGC NEW ENERGY LTD by ZKGC NEW ENERGY LTD

ZKGC New Energy Ltd

ZKH Group Limited American Depositary Shares, each representing thirty-five (35) Class A Ordinary Shares

ZKH Group Ltd

ZK International Group Co., Ltd - Ordinary Share

ZK International Group Co Ltd

ZKSpace

zkSync - United States Dollar

Barclays analyst Julian Mitchell maintains Gates Industrial Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GTES#NYSE">GTES</a>) with a Overweight and lowers the price target from $27 to $26.

Price Target

Analyst Ratings

GTES

Barclays Maintains Overweight on Gates Industrial Corp, Lowers Price Target to $26

WIIM

ALGS

Aligos Therapeutics shares are trading lower after the company reported Q4 financial results and missed its EPS estimate.

On Monday, Applied Materials, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMAT#NASDAQ">AMAT</a>) announced that its board of directors had approved a 15% increase in the quarterly cash dividend, marking eight consecutive years <a href="https://www.benzinga.com/pressreleases/25/03/g44216043/applied-materials-increases-quarterly-cash-dividend-by-15-percent-and-announces-new-10-billion-sha" target="_blank" rel="noreferrer noopener">of higher dividends</a>.
The increase results in a quarterly dividend of 46 cents per share, payable on June 12, to shareholders of record as of May 22, 2025, up from prior <a href="https://www.benzinga.com/quote/AMAT/dividends">40 cents per share</a>.
The Board also approved a new share repurchase to buy back an additional&nbsp;$10 billion&nbsp;of its shares over time.
Also Read: <a href="https://www.benzinga.com/government/regulations/25/02/43664402/lam-research-commits-1-2-billion-investment-in-india-eyes-63-billion-semiconductor-growth-market" target="_blank" rel="noreferrer noopener">Lam Research Commits $1.2 Billion Investment In India, Eyes $63 Billion Semiconductor Growth Market</a>
This supplements the previous authorization, which had approximately&nbsp;$7.6 billion&nbsp;remaining at the end of the first quarter of fiscal 2025.
CFO Brice Hill noted that over the past 10 fiscal years, Applied Materials has distributed nearly 90% of free cash flow to shareholders.
Applied Materials <a target="_blank" href="https://www.benzinga.com/pressreleases/25/02/g43711703/applied-materials-announces-first-quarter-2025-results" rel="noreferrer noopener">generated&nbsp;$925 million</a>&nbsp;in cash from operations during the January 26, 2025 quarter and held $8.21 billion in cash and equivalents.
Applied Materials reported <a target="_blank" href="https://www.benzinga.com/analyst-ratings/analyst-color/25/02/43741255/applied-materials-navigates-china-slowdown-analysts-see-early-recovery-despite-soft-guidance" rel="noreferrer noopener">first-quarter revenue</a> of 7.17 billion, up by 7%, topping the analyst consensus estimate of $7.14 billion. It reported an adjusted EPS of $2.38, beating the analyst consensus estimate of $2.29.
Applied Materials expects second-quarter revenue of $6.7 billion–$7.5 billion versus the analyst consensus estimate of $7.21 billion. The company expects adjusted EPS of $2.12–$2.48 versus the analyst consensus estimate of $2.30.
Goldman Sachs&#8217; Toshiya Hari noted Applied Materials as a long-term share gainer within the broader Wafer Fab Equipment market.
KeyBanc&#8217;s Steve Barger expects new trade restrictions with China to have a ~$400 million impact in fiscal 2025.
Price Action:&nbsp;AMAT stock is down 2.11% at $152.40 premarket at last check Monday.
Also Read:
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<li><a href="https://www.benzinga.com/25/02/43541019/chip-equipment-stocks-gain-traction-as-ai-demand-tsmcs-capex-and-semiconductor-expansion-drive-valuations" target="_blank" rel="noreferrer noopener">Chip Equipment Stocks Gain Traction as AI Demand, TSMC&#8217;s Capex, and Semiconductor Expansion Drive Valuations</a></li>
</ul>
Image: Shutterstock

Dividends

Buybacks

AMAT

Applied Materials Hikes Dividend For 8th Year, Greenlights $10 Billion Buyback to Reward Investors

Barclays analyst Jiong Shao maintains Full Truck Alliance Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/YMM#NYSE">YMM</a>) with a Equal-Weight and raises the price target from $7 to $13.

Barclays Maintains Equal-Weight on Full Truck Alliance Co, Raises Price Target to $13

DoorDash Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DASH#NASDAQ">DASH</a>) shares are trading higher Monday amid the company joining the <a href="https://www.benzinga.com/pressreleases/25/03/n44207026/doordash-tko-group-holdings-williams-sonoma-and-expand-energy-set-to-join-s-p-500-others-to-join-s">S&amp;P 500. </a>
What To Know: After the market close on Friday, S&amp;P Dow Jones Indices announced that DoorDash, TKO Group Holdings Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TKO#NYSE">TKO</a>), Williams-Sonoma Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WSM#NYSE">WSM</a>) and Expand Energy Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EXE#NASDAQ">EXE</a>) will join the S&amp;P 500. The changes went into effect before the market open on Monday. 
DoorDash shares jumped as much as 7.5% on the news. The four companies will replace Borgwarner Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BWA#NYSE">BWA</a>), Teleflex Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TFX#NYSE">TFX</a>), Celanese Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CE#NYSE">CE</a>) and FMC Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FMC#NYSE">FMC</a>) in the index. 
When companies are added to major indices, they often see an increase in share prices as index funds that track the S&amp;P 500 buy shares of the newly added companies in order to stay aligned with the overall index.
Check This Out: <a href="https://www.benzinga.com/markets/equities/25/03/44212796/palantir-joins-sp-100-after-ai-driven-rally-stock-surges-almost-60-since-trump-victory">Palantir Joins S&amp;P 100 After AI-Driven Rally, Stock Surges Almost 60% Since Trump Victory</a>
<h3 class="wp-block-heading">How To Buy DASH Stock</h3>
Besides going to a brokerage platform to purchase a share &#8211; or fractional share &#8211; of stock, you can also gain access to shares either by buying an exchange traded fund (ETF) that holds the stock itself, or by allocating yourself to a strategy in your 401(k) that would seek to acquire shares in a mutual fund or other instrument. 
For example, in DoorDash's case, it&#8217;s in the Consumer Discretionary sector. An ETF will likely hold shares in many liquid and large companies that help track that sector, allowing an investor to gain exposure to the trends within that segment.
DASH Price Action: <a href="http://benzinga.com/quote/dash">DoorDash shares</a> were up 3.58% at $184.45 at the time of publication Monday, according to <a href="http://pro.benzinga.com">Benzinga Pro</a>.
Photo: Shutterstock.

DASH

DoorDash Stock Is Rising Monday: What's Driving The Action?

BDRX

Biodexa Pharmaceuticals shares are trading higher after the company announced its Type C meeting with the FDA has cleared the way to advance and finalize its Phase 3 eRapa program.

<a href="https://www.bloomberg.com/news/articles/2025-03-10/oil-tanker-ablaze-after-collision-with-container-ship-bbc-says" title="https://www.bloomberg.com/news/articles/2025-03-10/oil-tanker-ablaze-after-collision-with-container-ship-bbc-says">https://www.bloomberg.com/news/articles/2025-03-10/oil-tanker-ablaze-after-collision-with-container-ship-bbc-says</a>

Macro Economic Events

Global

Economics

'Oil Tanker Ablaze After Collision With Container Ship Off The Coast Of The UK' - Bloomberg News

BigBear.ai (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BBAI#NYSE">BBAI</a>), a leading provider of AI-powered decision intelligence solutions for defense and national security, today announced that the U.S. Department of Defense (DoD) has awarded the company a 3.5-year, $13.2M sole source contract to support the Chairman of the Joint Chiefs of Staff's (CJCS) Directorate for Force Management (J-35). BigBear.ai will deliver and maintain the DoD Joint Staff J-35's ORION Decision Support Platform (DSP) which provides automated force management capabilities and data analytics to the DoD's Joint Planning and Execution Community (JPEC).

Contracts

BBAI

BigBear.ai Awarded 3.5-Year $13.2M Contract To Modernize Critical Department Of Defense Force Management Platform

<a href="https://www.globenewswire.com/Tracker?data=j0_DB2-hJBveatu6FOxheeN94qG_hZTjxlcaQygFOFXoin3SqEnEuBfMv-FtSYtQ0h5zUTGgNVB0jbEYztz0LGKyAliulvh5_nz8rlYXMuY=">BioCardia&#xAE;, Inc</a>.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BCDA#NASDAQ">BCDA</a>), a global leader in cellular and cell-derived therapeutics for the treatment of cardiovascular and pulmonary diseases, today announces that the Japan Patent Office has granted Japanese Patent No. 7641330 titled "Radial and Transendocardial Delivery Catheter" with a patent term that will expire on or after September 30, 2034.

Biotech

General

BCDA

BioCardia Announces That The Japan Patent Office Has Granted Japanese Patent No. 7641330 Titled "Radial And Transendocardial Delivery Catheter"

Fintech firm Rocket Companies (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RKT#NYSE">RKT</a>) <a href="https://www.benzinga.com/pressreleases/25/03/n44215457/rocket-companies-to-acquire-redfin-accelerating-purchase-mortgage-strategy" target="_blank" rel="noreferrer noopener">agreed to acquire</a> Redfin Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RDFN#NASDAQ">RDFN</a>), a digital real estate platform, in an all-stock transaction valued at $12.50 per share, or approximately $1.75 billion in equity.
Under the terms of the agreement, Redfin shareholders will receive 0.7926 shares of Rocket Class A common stock for each Redfin share—a 63% premium over Redfin's 30-day volume-weighted average price. Rocket shareholders will own approximately 95% of the combined company upon completion, with Redfin shareholders holding the remaining 5%.
"Rocket and Redfin's approaches to lending and brokerage service have always been two halves of one vision to make the whole home-buying process magical," said Glenn Kelman, CEO of Redfin. "We want a customer to be able to check her phone to find out what she can afford, see which homes are just right for her, schedule a tour with a local, expert Redfin agent, and get pre-qualified for a loan—all in a matter of minutes."
See Also: <a href="https://www.benzinga.com/news/25/03/44213871/canadas-next-pm-mark-carney-vows-to-win-trade-war-with-trump-says-americans-should-make-no-mistake">Canada&#8217;s Next PM Mark Carney Vows To Win Trade War With Trump</a>
Redfin boasts 50 million monthly visitors, and one million active listings.
Detroit-based Rocket expects the deal to accelerate its purchase mortgage growth by integrating real estate search, brokerage, financing, title, and servicing—building on an 8% year-over-year increase in its 2024 purchase market share. 
With a combined 14 petabytes of data spanning 100 million properties, the company plans to enhance its AI capabilities to deliver more personalized, seamless, and automated consumer experiences.
Financially, the transaction is projected to generate over $200 million in annual run-rate synergies by 2027, including $140 million in cost reductions and $60 million in new revenue opportunities. The deal is expected to be accretive to Rocket's adjusted earnings per share by the end of 2026.
The deal is expected to close in mid-to-late 2025, pending shareholder and regulatory approval. Kelman will continue to lead Redfin, reporting to Rocket CEO Varun Krishna.
Additionally, Rocket announced that it would eliminate its complex "Up-C" and high-vote/low-vote structure, reducing four classes of stock to two and enhancing transparency and flexibility for future acquisitions. Gilbert and other Rock Holdings shareholders will hold standard one-vote-per-share common stock directly in Rocket, replacing their current 10-vote shares.
Special Dividend: Rocket declared a one-time cash dividend of $0.80 per Class A share, payable April 3, 2025, to shareholders of record as of March 20.
Price Action: Rocket shares are trading lower by 10.84% at $14.06 and RDFN higher by 76.12% at $10.25 premarket on Monday&#8217;s last check.
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<li><a href="https://www.benzinga.com/news/asset-sales/25/03/44202239/deal-dispatch-tiktok-walgreens-raizen">Deal Dispatch: Clock Ticks On TikTok, Raizen Explores Asset Sale, Investors Urge Walgreens To Go Private</a></li>
</ul>
Image: Shutterstock

RDFN

Rocket Wants $1.75 Billion Redfin Deal To Change How America Buys Homes

Emergent BioSolutions Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EBS#NYSE">EBS</a>) today announced that it has entered into an agreement to sell its Baltimore-Bayview drug substance manufacturing facility to Syngene International, a leading global contract research, development, and manufacturing organization, for a total value of $36.5 million. The Bayview site includes manufacturing, laboratory, warehousing and office space, and is fitted with multiple monoclonal antibody (mAbs) manufacturing lines.
As part of the agreement, Emergent will retain the rights to secure manufacturing services and capacity at the facility for future growth and pandemic response production in collaboration with Syngene. Emergent continues to operate a streamlined manufacturing network, including facilities in Lansing, Michigan and Winnipeg, Manitoba, Canada capable of serving strategic partners and supporting large-scale projects.

Asset Sales

Emergent BioSolutions Announces Sale Of Baltimore-Bayview Manufacturing Site To Syngene International For $36.5M

ServiceNow shares are trading lower. The company announced it signed a definitive agreement to acquire Moveworks for $2.85 billion.

Kevin O'Leary, also known as Mr. Wonderful, is speaking directly as always. In a recent post on X, the investor and &#8220;Shark Tank&#8221; star said, &#8220;Prices aren't going down! Eggs, energy, housing—all still sky-high.&#8221; And now, with <a href="https://www.benzinga.com/personal-finance/25/03/44068922/the-tariffs-are-going-forward-on-time-on-schedule-trump-confirms-canada-and-mexico-tariffs-what-should-u-s-consumers-expect">tariffs on Mexico and Canada</a>, things could get even more expensive.
<h2 class="wp-block-heading">Housing Costs Could Get Worse</h2>
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Prices aren't going down! eggs, energy, housing—all still sky-high. Now, add potential tariffs on Mexico and Canada. That means lumber prices up, housing even more expensive. Canada's in limbo without a prime minister, and the U.S. is playing hardball. This is all part of the… <a href="https://t.co/sVqRod6ORw">pic.twitter.com/sVqRod6ORw</a>
&mdash; Kevin O&#39;Leary aka Mr. Wonderful (@kevinolearytv) <a href="https://twitter.com/kevinolearytv/status/1896732730374693193?ref_src=twsrc%5Etfw">March 4, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
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O'Leary warns that tariffs could make an already tough housing market even worse. &#8220;Lumber prices up, housing even more expensive,&#8221; he <a href="https://x.com/kevinolearytv/status/1896732730374693193">posted</a>. He explains that if tariffs are placed on Canada and Mexico, it would drive up the cost of lumber, which is a key material for home construction.
According to O'Leary, the <a href="https://www.benzinga.com/money/timber-reits">lumber industry</a> isn't in a position to quickly adjust. &#8220;The lumber industry just yesterday and today said, ‘Look, we can&#8217;t make up this capacity for at least four to five years,'&#8221; he said. That means even if demand remains steady, prices could stay high for years to come.
Trending: <a href="https://www.benzinga.com/money/startengine-own">The $1.3 Billion Startup Investment Boom: How This Company's Explosive Growth Is Opening Doors For Everyday Investors With A New $500 Minimum</a>
<h2 class="wp-block-heading">Canada's Uncertain Position</h2>
O'Leary also points out that Canada is at a disadvantage in these negotiations. With the federal leadership in limbo, provincial leaders from Ontario, Alberta, and Saskatchewan are scrambling to handle trade talks in Washington. These provinces are especially affected because they are key players in trade, particularly in the energy sector.
<h2 class="wp-block-heading">A Strategy to Bring Investment Back</h2>
Despite the immediate concerns, O'Leary believes this is part of a long-term strategy to bring more investment back to the U.S. &#8220;These are volatile times,&#8221; he admitted. However, he sees the negotiations as part of a push to &#8220;get back more investment into the U.S. and a balance on trade imbalances, country by country by country.&#8221;
See Also: BlackRock is calling 2025 the year of alternative assets. <a href="https://www.benzinga.com/money/masterworks">One firm from NYC has quietly built a group of 60,000+ investors who have all joined in on an alt asset class previously exclusive to billionaires like Bezos and Gates.</a>
<h2 class="wp-block-heading">Trade War Heating Up</h2>
Canadian Prime Minister Justin Trudeau recently announced that Canada would <a href="https://www.benzinga.com/25/03/44102599/canadian-pm-justin-trudeau-retaliates-with-25-tariffs-on-us-goods-amid-escalating-trade-war">impose retaliatory tariffs</a> on U.S. imports in response to President Donald Trump's 25% levies on Canadian goods. The measures include a 25% tariff on CA$30 billion worth of U.S. goods, effective immediately, with an additional CA$125 billion in U.S. products facing the same tariff in three weeks.
Trump fired back with a post on Truth Social, warning that any retaliatory tariffs from Canada would be met with equal measures. &#8220;Please explain to Governor Trudeau, of Canada, that when he puts on a Retaliatory Tariff on the U.S., our Reciprocal Tariff will immediately increase by a like amount!&#8221; Trump <a href="https://truthsocial.com/@realDonaldTrump/posts/114105388432604284">wrote</a>.
While no one knows exactly how this will play out, uncertainty is here to stay, at least for now. &#8220;[If tariffs] go on, there won't be any immediate change to anything. It&#8217;ll be a continued negotiation,&#8221; O'Leary noted. For consumers, that means no quick drop in prices anytime soon.
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<li>It&#8217;s no wonder Jeff Bezos holds over $250 million in art — <a href="https://www.benzinga.com/money/masterworks">this alternative asset has outpaced the S&amp;P 500 since 1995, delivering an average annual return of 11.4%. Here&#8217;s how everyday investors are getting started.</a></li>
</ul>

Kevin O'Leary Says, 'Prices Aren't Going Down!' Eggs, Energy, And Housing Remain 'Sky-High,' But He Thinks It's Part Of A Bigger Strategy

&nbsp;NS Pharma, Inc. (NS Pharma), a subsidiary of Nippon Shinyaku Co., Ltd. (Nippon Shinyaku), announced today that acceptance has been received by Capricor Therapeutics, Inc. (Headquarters: California, USA, CEO: Linda Marbán, (Headquarters: California, USA, CEO: Linda Marbán, NASDAQ:<a href="https://www.benzinga.com/stock/CAPR#NASDAQ">CAPR</a>)&nbsp;from the U.S. Food and Drug Administration (FDA) for the Biologics License Application (BLA) filing for deramiocel, an investigational cell therapy, as a treatment for patients diagnosed with Duchenne muscular dystrophy ("DMD") cardiomyopathy.&nbsp;The FDA granted the BLA Priority Review with a Prescription Drug User Fee Act ("PDUFA") target action date of August 31, 2025, and at this time, the FDA has not identified any potential review issues.
Nippon Shinyaku and Capricor entered into an exclusive distribution agreement for deramiocel for the U.S. in January 2022. NS Pharma will be exclusively responsible for commercialization and distribution of deramiocel in the U.S.

CAPR

Capricor Accepted By FDA For Deramiocel BLA Filing For DMD Cardiomyopathy, Priority Review Granted, PDUFA Date Set For August 31, 2025; NS Pharma To Commercialize In U.S.

Tariffs, <a href="https://www.benzinga.com/topic/federal-reserve">federal spending cuts</a> and CoWoS (Chip-on-Wafer-on-Substrate) slowdowns are shaking up the hardware and networking sector. JPMorgan analyst Samik Chatterjee weighs in on which stocks are best equipped to weather the storm.
<h2 class="wp-block-heading">Tariffs: Who's Feeling The Heat?</h2>
Companies loaded with software-driven hardware are dodging the worst of the tariff blow, while commoditized IT hardware players are absorbing rising costs. Networking leaders like Cisco Systems Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>) and Arista Networks Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>) have an edge, given their ability to pass costs down the chain.
Read Also: <a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/02/44005208/nvidia-ai-juggernaut-rolls-on-but-can-arista-cisco-keep-up">Nvidia Dominance Continues As AI Demand Grows: Can Arista, Cisco Keep Up?</a>
Meanwhile, PC and server makers face tighter margins, with limited room to hike prices without losing customers.
Cisco's CFO has already factored in the tariff impact, while Arista's team says they've been planning for China risks ahead of time. The wildcard? 
Storage and networking equipment appear largely insulated, but competitive server pricing could make cost pass-throughs a challenge.
<h2 class="wp-block-heading">Federal Spending Cuts: Who's At Risk?</h2>
A slowdown in government IT budgets might hit device makers harder than infrastructure players. Cisco, with more than 5% of revenue tied to federal spending, could see near-term pressure, but JPMorgan suggests long-term benefits from federal tech modernization. 
Channel partners like CDW (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CDW#NASDAQ">CDW</a>) also have notable exposure but are downplaying risks for now.
<h2 class="wp-block-heading">CoWoS Cuts: Nvidia's Supply Chain Feels The Squeeze</h2>
Recent CoWoS order cuts by Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and Amazon.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) are reshuffling supplier valuations. The biggest impact? 
Nvidia-linked players like Fabrinet (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FN#NYSE">FN</a>), Amphenol Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APH#NYSE">APH</a>) and Coherent Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COHR#NYSE">COHR</a>) could face multiple compression, even if revenue estimates remain intact.
Cisco and Arista look relatively shielded from tariff pain, Nvidia's supply chain faces valuation headwinds and federal spending concerns might be a short-term roadblock for key players.
With hardware margins under pressure, JPMorgan's take is clear: software-rich and infrastructure-driven companies have the best shot at staying ahead.
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<li><a href="https://www.benzinga.com/media/25/03/44214424/move-over-deepseek-not-so-fast-chinas-manus-ai-goes-viral-but-early-users-say-it-crashes-loops-and-fumbles-the-basics">Move Over DeepSeek? Not So Fast: China&#8217;s Manus AI Goes Viral, But Early Users Say It Crashes, Loops, And Fumbles The Basics</a></li>
</ul>
Photo: Shutterstock

Analyst Color

Long Ideas

Tech

Trading Ideas

AMZN

ANET

COHR

CSCO

NVDA

Cisco, Nvidia, Arista Tackle Tariff Turmoil: Who's Best Positioned?

BNTX

BioNTech SE shares are trading lower. The company reported Q4 financial results.

Raymond James analyst John Freeman downgrades Occidental Petroleum (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OXY#NYSE">OXY</a>) from Strong Buy to Outperform and lowers the price target from $81 to $64.

Downgrades

Raymond James Downgrades Occidental Petroleum to Outperform, Lowers Price Target to $64

Emerson Electric shares are trading lower after Barclays downgraded the stock from Equal-Weight to Underweight and cut its price target from $135 to $110.

ServiceNow Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOW#NYSE">NOW</a>) is nearing a deal to snap <a target="_blank" href="https://www.benzinga.com/topic/artificial-intelligence" rel="noreferrer noopener">artificial intelligence firm</a>&nbsp;Moveworks.
The purchase could value Moveworks at close to $3 billion, Bloomberg <a target="_blank" href="https://www.bloomberg.com/news/articles/2025-03-10/servicenow-nears-deal-to-buy-ai-assistant-maker-moveworks?sref=TBDibEcD" rel="noreferrer noopener">reports</a>. Moveworks provides companies like Broadcom Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>) with AI assistants to handle employee requests.
Also Read: <a target="_blank" href="https://www.benzinga.com/analyst-ratings/price-target/25/02/43788975/amd-closing-competitive-gpu-gap-with-nvidia-gains-market-share-from-intel-in-client-and-server-markets-analyst" rel="noreferrer noopener">AMD Closing Competitive GPU Gap With Nvidia, Gains Market Share From Intel In Client And Server Markets: Analyst</a>
The company, backed by Kleiner Perkins and&nbsp;Lightspeed Venture Partners, was worth $2.1 billion in a&nbsp;2021 funding round.
ServiceNow makes applications that help firms organize and automate their personnel and information technology operations.
Last week, ServiceNow and Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) launched AI agents for <a target="_blank" href="https://www.benzinga.com/markets/equities/25/03/44074819/servicenow-unveils-ai-agents-for-telecoms-in-collaboration-with-nvidia" rel="noreferrer noopener">telecom service improvements</a>.
ServiceNow reported fourth-quarter revenue of $2.96 billion, up 21%, which aligns with <a target="_blank" href="https://www.benzinga.com/news/earnings/25/01/43320721/servicenow-q4-earnings-revenue-miss-eps-in-line-still-in-early-days-of-massive-ai-opportunity" rel="noreferrer noopener">the&nbsp;consensus estimate</a>. The company reported fourth-quarter adjusted earnings of $3.67 per share, which aligns with analyst estimates.
ServiceNow expects first-quarter subscription revenue of $2.995 billion-$3 billion. ServiceNow held $5.76 billion in <a target="_blank" href="https://www.benzinga.com/pressreleases/25/01/b43318968/servicenow-reports-fourth-quarter-and-full-year-2024-financial-results-board-of-directors-authoriz" rel="noreferrer noopener">cash and equivalents</a> as of December 31, 2024.
Price Action: NOW stock is down 3.26% at $822.87 premarket at last check Monday.
Also Read:
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<li><a href="https://www.benzinga.com/25/03/44200350/salesforce-ai-expansion-sparks-analyst-optimism-400-price-forecast-set" target="_blank" rel="noreferrer noopener">Salesforce Is Trading Below 200-DMA, But Goldman Sachs Sees Huge Stock Upside After Agentforce 2dx Unveil</a></li>
</ul>
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AVGO

ServiceNow Eyes $3 Billion AI Deal, Targets Boost From Moveworks Chatbot Tech

Sunshine Biopharma Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SBFM#NASDAQ">SBFM</a>), a pharmaceutical company offering and researching life-saving medicines in a variety of therapeutic areas including oncology and antivirals today announced that its wholly owned Canadian subsidiary, Nora Pharma Inc., has acquired the rights to two gastrointestinal drugs and already launched one. The second is planned to be launched in the next 9 months.
The newly launched drug is Prucalopride, a generic version of Resotran&#xAE;. In the United States, Prucalopride is sold under the brand name, Motegrity&#xAE;. Prucalopride is indicated for the treatment of chronic idiopathic constipation in adult women for whom laxatives do not provide adequate relief. Prucalopride works by selectively stimulating the 5-HT4 receptors in the gastrointestinal tract. This action promotes cholinergic and non-adrenergic neurotransmission by enteric neurons, leading to increased peristaltic reflex, intestinal secretions, and overall gastrointestinal motility.
Nora Pharma's Prucalopride is available in blisters packs of 28 tablets for the Canadian market in strengths of 1 mg and 2 mg.

SBFM

Sunshine Biopharma's Nora Pharma Acquires Rights To Two Gastrointestinal Drugs; Already Launched Prucalopride For Chronic Constipation, Second Drug Launch Planned In The Next 9 Months; No Financial Terms Disclosed

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