주식 시장 뉴스
최신 금융 뉴스 · 업데이트 5월 21, 2026
트럼프, AI 행정명령 서명 연기: "일부 측면이 마음에 들지 않았다"
Trump postpones AI executive order signing: 'I didn't like certain aspects'
The postponement of Trump's AI executive order has created uncertainty around the regulatory environment, with potential impacts on AI equities …
AG 블랑쉬, 트럼프 법무부 기금 관련 공화당 의원들과 회동; 틸리스, '어리석다' 비판
AG Blanche meets with GOP senators on Trump's DOJ fund; Tillis calls it 'stupid'
The discussion highlights significant risks and uncertainties surrounding the $1.8 billion DOJ settlement fund, with potential impacts on regulatory certainty, …
민주당 전국위원회, 2024년 선거 부검 보고서 공개, 당 의장 비판
DNC releases 2024 election autopsy, party chair slams it
The DNC's incomplete autopsy signals institutional paralysis and lack of consensus, indicating sustained Republican structural edges and potential policy volatility, …
트럼프 볼룸, '비자금'이 상원 DHS 자금 지원 법안 심리에 쟁점이 되다
Trump ballroom, 'slush fund' are flashpoints as Senate takes up DHS funding bill
The panel is divided on the significance of the Senate's DHS funding push. While some see it as procedural theater …
또 엔비디아 실적 발표 후 하락. 판매자들이 놓치고 있는 것
Here we go again with Nvidia falling on earnings. What the sellers are missing
The panelists agree that Nvidia's ACIE (neoclouds, sovereign AI, and enterprises) segment is a significant growth opportunity, with a potential …
Exclusive-Modal Labs, AI 코딩 급성장 속 46.5억 달러 가치 평가
Exclusive-Modal Labs valued at $4.65 billion as AI coding takes off
Modal's rapid growth and high valuation (15.5x revenue multiple) raise concerns about sustainability, with risks including margin compression due to …
'노력해도 아무것도 만들 수 없다': 가스 및 운송 가격 상승으로 소규모 사업체의 수익 감소로 어려움을 겪다
'It's hard work to make nothing': Small businesses struggle with declining profits as gas, shipping prices rise
The panel generally agrees that small businesses are facing significant margin compression due to higher input costs, which could lead …
Ralph Lauren Corporation 2026년 4분기 실적 발표 요약
Ralph Lauren Corporation Q4 2026 Earnings Call Summary
Ralph Lauren's Q4 was strong with record revenues and a shift towards DTC, but future growth depends on managing tariff …
고가 AI 소프트웨어는 잊어라: 기술 혁명을 이끄는 30달러 미만의 숨겨진 에너지 주식 1개
Forget Overpriced AI Software: 1 Unsung Energy Play Under $30 Powering the Tech Revolution
Cipher Digital's bullish case relies heavily on successful execution of 600 MW data centers by October 2026, with aggressive assumptions …
Deere & Company 2026년 2분기 실적 발표 요약
Deere & Company Q2 2026 Earnings Call Summary
Deere's current margins are boosted by a one-time tariff refund, and its recovery depends on several uncertain factors such as …
SpaceX 마침내 상장 서류 제출, S-1은? 글쎄, 정말 대단하네요
SpaceX Finally Filed and the S-1? Well, She’s a Lot
The panel consensus is bearish on SpaceX's IPO, citing acute financial distress, unsustainable burn rates, concentrated execution risk, and governance …
C3.ai를 잊으세요. 현금 소각 및 소송에 직면하면서 이 6.74% 수익률의 파이프라인 거인이 조용히 AI 데이터 센터를 지원하고 있습니다.
Forget C3.ai. While It Burns Cash and Faces Lawsuits This 6.74% Yielding Pipeline Giant Is Quietly Powering AI Data Centers
The panelists agreed that Enbridge's 6.74% yield reflects a mature, low-growth utility, and its '50 data center opportunities' lack specifics. …