주식 시장 뉴스
최신 금융 뉴스 · 업데이트 8월 09, 2026
구글 딥마인드, 공동 창업자 데미스 하사비스 AI 역할 변경하며 새 시대 열다
Google DeepMind enters a new era as co-founder Demis Hassabis shifts AI role
The panel discusses the implications of leadership changes at DeepMind, with some seeing it as a shift towards commercial efficiency …
축구는 AI에 안전한가? 기술 투자자들이 월드컵에 주목한 이유
Is football AI-proof? Why tech investors wanted a slice of the World Cup
The panel discusses the failed $20bn Forward Enterprise deal between FIFA and Thrive Eternal, with opinions divided on the implications …
마이크로소프트($MSFT) 기록적 랠리, 알파벳($GOOGL)과의 경쟁 재조명
Microsoft’s (MSFT) Record Rally Puts Alphabet (GOOGL) Rivalry Back In Focus
Microsoft's Azure growth and AI strategy are promising, but the company faces significant risks, including OpenAI's non-exclusive deals, potential renegotiation …
타가 리소스 2026년 2분기 실적 발표 요약
Targa Resources Corp. Q2 2026 Earnings Call Summary
TRGP's Q2 beat was impressive, but the sustainability of its growth and the timing of its free cash flow inflection …
아이오반스 바이오테라퓨틱스(IOVA), 2분기 호실적에 43% 급등. 향후 전망은?
Iovance Biotherapeutics (IOVA) Pops 43% on Stellar Q2. Here’s What Comes Next
IOVA's Q2 results showed impressive growth, but sustainability and market size remain unproven. Key risks include manufacturing complexity, reimbursement hurdles, …
Shopify 주식, 실적 발표 후 상승세 이어갈까
Signal: Shopify Stock Could Build on Post-Earnings Pop
Shopify's Q2 earnings beat and guidance raise have driven a significant rally, but the sustainability of this momentum is debated. …
SOUN 주가 급등, SoundHound AI 매출 사상 최고 기록
SOUN Stock Surges as SoundHound AI Posts Record Revenue
Despite a strong Q2, SOUN's stock is down 30% YTD, and there's consensus on the integration risk and potential dilution …
아마존 프리미엄 vs 마이크로소프트 백로그: 차기 트릴리언 달러 승자는?
Amazon’s Premium vs. Microsoft’s Backlog: Who Wins the Next Trillion?
The panel agrees that Amazon's $3T milestone is primarily driven by AWS's growth, but there's concern about the sustainability of …
4% 법칙의 아버지, 새로운 퇴직 소득 전략 제시하다
The Father of the 4% Rule Has New Ideas About Retirement Income
The Guyton-Klinger guardrails allow for higher initial withdrawal rates (9.6% vs. 4%), enabling more spending in early retirement, but come …
월스트리트가 8월에 언급하지 않은 초고배당 주식 3종목
3 Ultra-High-Yield Stocks Wall Street Forgot to Mention for August
The panelists generally agree that the ultra-high-yield financials HTGC, AB, and VRTS are not safe income substitutes and are exposed …
OpenAI, 애플 자체 보안 관행이 영업 비밀 소송을 약화시킨다고 주장
OpenAI says Apple’s own security practices undermine its trade secrets case
The panel consensus is that OpenAI's motion cleverly shifts the narrative to Apple's operational negligence, potentially damaging Apple's reputation and …
D-Wave Quantum, AT&T로부터 240배 성장 동력 확보. QBTS 향후 전략은.
D-Wave Quantum Just Got a 240x Boost From AT&T. How to Play QBTS From Here.
Despite a significant proof-of-concept with AT&T, D-Wave's financials remain concerning with a large bookings-to-revenue gap, stagnant revenue, and a high …