주식 시장 뉴스 — 실적, M&A, 매크로

S U

NEUTRAL

미-이란 긴장 고조, 느린 제재에 대한 워싱턴의 좌절감 드러내

U.S.-Iran escalation shows Washington's frustration with slow-moving sanctions

The panel agrees that the U.S. is escalating financial sanctions on Iran, potentially leading to a liquidity squeeze and increased …

CNBC · 8월 31, 2026

SPCE

NEUTRAL

일론 머스크, 스페이스X 2033년까지 매출 3.5조 달러 전망…모건스탠리 예측보다 7년 앞당겨

Elon Musk Touts $3.5 Trillion Revenue For SpaceX By 2033, Seven Years Earlier Than Morgan Stanley's Prediction

The panel largely agrees that Elon Musk's $3.5T revenue target for SpaceX by 2033 is overly ambitious and detached from …

Yahoo Finance · 8월 31, 2026

T

NEUTRAL

61세에 92만 달러를 저축했다면, 실제로 기대할 수 있는 월 소득은 얼마일까?

If You Have $920,000 Saved at 61, Here Is the Monthly Income You Can Actually Expect

The panel agrees that the article's focus on a 3.5% withdrawal rate and Social Security claiming age is too simplistic. …

Yahoo Finance · 8월 31, 2026

IREN

BEARISH

아이렌 주가, 지난주 급락… 지금이 매수 타이밍일까?

IREN Stock Plunged Last Week. Now Could Be a Good Time to Buy.

The panel consensus is bearish on IREN's transition from Bitcoin mining to AI cloud services, citing execution risks, potential revenue …

Nasdaq · 8월 31, 2026

NEUTRAL

"부모님은 나에게 1만 파운드를 빌려주지 않더니 남동생은 도와줬다": 가족 간 금융 편애가 시작될 때

'My parents won't lend me £10k but helped my brother': When families play financial favourites

The discussion highlights the significant impact of financial favoritism within families on the broader economy, particularly in high-cost housing markets …

BBC Business · 8월 31, 2026

AMD AVGO

NEUTRAL

브로드컴 vs AMD? 시장이 2개 칩 주식에서 AI 붐을 다르게 가격 책정하는 이유.

Broadcom or AMD? Here's Why the Market Is Pricing the Same AI Boom So Differently Across 2 Chip Stocks.

The panelists agree that Broadcom's (AVGO) 'toll-road' strategy faces significant risks, particularly from hyperscalers developing their own chips and potentially …

Nasdaq · 8월 30, 2026

BBC

NEUTRAL

맷 루카스, 휴 보네빌 등 배우들, AI 음성 복제 규제 법안 촉구

Matt Lucas and Hugh Bonneville among actors calling for law on AI voice cloning

The panel agrees that the push for 'voice personality rights' presents significant regulatory headwinds for AI voice synthesis firms. The …

BBC Business · 8월 28, 2026

BBC

NEUTRAL

트럼프 행정부, 불법 보복했다는 법원 판결

Trump administration illegally retaliated against Anthropic, judge rules

The panel agrees that Anthropic has secured a significant legal victory, establishing a precedent that national security designations cannot be …

BBC Business · 8월 28, 2026

NVDA

NEUTRAL

엔비디아 실적 발표, 2026년 8월 26일: 2분기 이익·매출 시장 예상치 상회, 주가 상승

Nvidia Earnings Live, Aug. 26, 2026: Q2 Profits, Revenue Beat Street Estimates; Stock Rises

Panelists debate the sustainability of Nvidia's growth, with some citing 'circular financing' and supply bottlenecks as risks, while others argue …

Yahoo Finance · 8월 28, 2026

BEARISH

한 달 700파운드를 썼던 나, 야간 쇼핑 중독을 극복한 방법

I was spending £700 a month: How I beat my late-night shopping addiction

The panel consensus is bearish, highlighting the systemic risks of 'frictionless' shopping platforms and BNPL services that monetize impulse control …

BBC Business · 8월 28, 2026

BEARISH

스페이스X 주식 1,000달러, 2027년까지 얼마나 불어날까?

Here's How Much a $1,000 investment in SpaceX Stock Could Be Worth by 2027

The panel consensus is that the article's core premise is flawed due to SpaceX's lack of public shares and a …

Nasdaq · 8월 27, 2026

BBC

BEARISH

행정 착오로 수천 파운드 빚진 군 퇴역 군인들

Military veterans told they owe thousands of pounds over clerical error

The panel consensus is that this is a systemic failure in UK military pension administration, with significant risks for both …

BBC Business · 8월 27, 2026