주식 시장 뉴스
최신 금융 뉴스 · 업데이트 8월 11, 2026
샌디스크, 12개월 만에 3,000% 급등… 주식 분할 임박?
Sandisk Has Surged More Than 3,000% in 12 Months. Is a Stock Split Coming?
The panelists agree that Sandisk's 3,000% rally is driven by AI demand and enterprise SSD growth, but they express concerns …
AI가 기술 부문 일자리 잠식: 오라클·마이크로소프트, 해고율 20년 만 최고치 견인
AI is Hollowing Out Tech Sector Jobs: Oracle and Microsoft Help Push Layoff Rate to 20-Year High
The panel discusses the 2.3% tech layoff rate, driven by Oracle and Microsoft's AI-related cuts. While some see this as …
네타냐후, 가자 휴전안 거부: 하마스 '완전 무장 해제' 전 이스라엘 철수 없다
Netanyahu Rejects Gaza Plan: Israel Won't Withdraw Until Hamas Is 'Genuinely Disarmed'
The panel consensus is that Netanyahu's rejection of Trump's Gaza plan signals a prolonged geopolitical stalemate, with Israel prioritizing verifiable …
"마약 사회주의 쥐들은 도망갈 준비해라": 콜롬비아의 트럼프 지지 '엘 티그레', FARC에 대대적 공세 시작
"Narco-Socialist Rats Better Start Running": Colombia's Trump-Backed "El Tigre" Launches Major Offensive Against FARC
The panel generally agrees that a hardline security push in Colombia, backed by a $1B U.S. security package, carries significant …
미국-이란 호르무즈 해협 협상 불확실성 속 원유 가격 상승
Oil rises amid uncertainty over U.S.-Iran Strait of Hormuz deal
The panel agrees that geopolitical risks, particularly around the Strait of Hormuz and Red Sea disruptions, are driving near-term oil …
Broadcom 대 Nvidia: 반도체 분야의 진정한 도전자와 챔피언 이야기
Broadcom Vs. Nvidia: The Real Challenger and Champion Story in Chips
The panel agrees that Broadcom's custom ASICs are gaining traction among hyperscalers, but NVIDIA's scale, software moat, and platform advantages …
트럼프 지지 '엘 티그레', 콜롬비아 집권…미주 대륙 우파 물결
Trump-Backed "El Tigre" Takes Power In Colombia As Right-Wing Wave Sweeps Americas
The panel consensus is bearish, with key concerns being the large fiscal gap, potential security spending surge, and risks of …
GOOGL 주식 팬들께 드리는 글: 구글의 AI 조직 개편이 알파벳에 미치는 영향
Dear GOOGL Stock Fans, Here's What Google's AI Shakeup Means for Alphabet
Alphabet's AI push and cloud growth are impressive, but the panel expresses concern about the company's high capex, negative cash …
트립어드바이저, 2분기 실적 발표 하이라이트
TripAdvisor Q2 Earnings Call Highlights
TripAdvisor's core business is facing structural pressure, with the hotels segment down 21% and experiences growth slowing despite a strategic …
은퇴자에게 주식 시장 잔류는 필수. 어느 정도의 노출이 성패를 가를까
For retirees, staying in the stock market is critical. How much exposure is the make-or-break question
The panel agrees that the traditional '30% equity max' rule for retirees is outdated, and higher equity exposure is needed …
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 …