주식 시장 뉴스
최신 금융 뉴스 · 업데이트 7월 04, 2026
블랙스톤, 저지 마이크스 IPO 신청서 제출
Blackstone files to take Jersey Mike's public
The panel is largely bearish on Blackstone's Jersey Mike's IPO, with concerns around its high valuation, potential franchisee margin compression, …
테슬라 인도물량, 예상 상회…유럽 회복세에 전망 밝아져
Tesla deliveries beat forecasts as Europe's rebound brightens outlook
Despite beating delivery estimates, Tesla's Q2 results were met with a 7% stock drop due to pre-earnings run-up and concerns …
1조 달러에 이어 5천만 달러까지…칸나 "부자세, 억만장자에서 멈춰선 안 된다"
First $1 Billion, Now $50 Million: Khanna Says Wealth Tax "Must Not Stop At Billionaires"
The panel generally agrees that Khanna's wealth tax proposal, targeting households with over $50 million, poses significant risks to private …
장기 투자자라면 스페이스X(SPCX) 대신 마이크로소프트(MSFT)를 사야 할까
Should Long-Term Investors Buy Microsoft (MSFT) Instead of SpaceX (SPCX)
The panel's net takeaway is that while Microsoft's Azure growth, OpenAI deal revision, and Copilot adoption are significant tailwinds, the …
소매 투자자들이 이 우주 관련 주식을 사들이고 있다, 스페이스X(SPCX)가 아님
Retail Investors Are Buying This Space Stock, and It’s Not SpaceX (SPCX)
AST SpaceMobile's potential is significant, with 60 MNO partnerships and FCC approval for a 248-satellite constellation. However, the company faces …
알코아 코퍼레이션(AA), 41억 달러 규모 거래로 사우스스리티 알루미늄 자산 인수
Alcoa Corporation (AA) to Acquire South32 Aluminum Assets in $4.1B Deal
The panel consensus is bearish on Alcoa's $4.1B acquisition of South32 assets, citing significant execution risk, potential value trap, and …
테슬라, 인도량 예상치 7만4000대 초과 달성했지만 주가는 연중 최대 낙폭… 이유는?
Tesla Beat Delivery Estimates by 74,000 Vehicles -- and the Stock Had Its Worst Day in Nearly a Year. Here's Why.
The panel largely agrees that Tesla's Q2 delivery beat, while impressive, masks significant margin risks. The inventory drawdown of 28k …
미 재무부, 블랙록·뱅가드 ETF 선정…트럼프 계좌 편입
US Treasury picks BlackRock, Vanguard ETFs for Trump Accounts
The Treasury's selection of IVV and ITOT for new child savings accounts is a modest positive for BlackRock and Vanguard, …
10년 전 포드 주식에 1만 달러를 투자했다면 지금 얼마를 갖게 될까?
If You'd Invested $10,000 in Ford Stock 10 Years Ago, Here's How Much You'd Have Today
The panel consensus is bearish on Ford, citing structural headwinds such as thin margins, heavy capex for EV platforms, cyclicality, …
AI 주식은 잊어라: 이 방산 대기업은 지난 10년간 매년 배당금을 인상했으며 현재 2.75%의 배당 수익률을 제공한다
Forget AI Stocks: This Defense Giant Has Raised Its Dividend Each of the Last 10 Years and Currently Pays a 2.75% Yield
The panel consensus is bearish on Lockheed Martin (LMT), citing margin compression risks due to fixed-price government contracts, F-35 program …
마이크로소프트, 25년 만에 최악의 한 달 기록…주가 폭락은 매수 기회인가
Microsoft Had Its Worst Month in More Than 25 Years. Should Investors Buy the Crash?
Panelists debate Microsoft's future, with bearish views prevailing due to potential margin compression from heavy Azure capex and uncertain AI …
디지털 리얼티 트러스트의 다음 분기 실적 보고서에서 기대할 점은 무엇인가?
What to Expect From Digital Realty Trust's Next Quarterly Earnings Report
The panelists have mixed views on DLR's prospects, with concerns about hyperscale power constraints, capex requirements, and interest-rate sensitivity countering …