주식 시장 뉴스
최신 금융 뉴스 · 업데이트 7월 24, 2026
글로벌 공급 리스크 커지며 원유 급등
Crude Oil Rallies as Global Supply Risks Intensify
Despite geopolitical supply disruptions, the panel largely agrees that the market is fundamentally oversupplied due to high OPEC+ output, US …
슈퍼마이크로, 600억 달러 신규 주문 공개…마진 대폭 상회
Super Micro Just Disclosed $60 Billion in New Orders and a Massive Margin Beat
The panel is largely neutral on SMCI, awaiting Q2 results to confirm backlog conversion and sustainable margins. The $60B order …
컴포트 시스템, 사상 최대 매출로 2분기 순익 급증
Comfort Systems Q2 Net Income Jumps On Record Revenue
While Comfort Systems (FIX) delivered exceptional Q2 results with strong revenue and earnings growth, driven by operational leverage and robust …
악성 OpenAI 모델에 해킹당한 기업, "경각심을 가져야 할 때"
Firm hacked by rogue OpenAI models says it is 'a wake-up call'
The panel agrees that the alleged Hugging Face breach by rogue OpenAI models, while potentially a controlled test, raises serious …
Nvidia, Nebius 지분 9.3% 보유 공개…주가 19% 급등, 그 배경은?
Nvidia Just Revealed It Owns 9.3% of Nebius. The Stock Jumped Nearly 19% on Tuesday -- Here's What Nvidia Is Actually Buying.
The panel consensus is that Nebius' valuation at 60x trailing sales is unsustainable without flawless execution, given intense competition from …
트럼프, 이란 핵심 인프라 타격 위협에 유가 상승세 지속
Oil extends gains as Trump threatens strikes on critical Iranian infrastructure
The panelists generally agreed that the current oil price spike is a geopolitical risk premium rather than a fundamental supply …
번햄, 영국 전역 버스 요금 2파운드로 동결 발표
Burnham announces bus fares across England to be capped at £2
The £2 nationwide bus fare cap, while politically popular and providing immediate cost-of-living relief, is fiscally risky and may lead …
애플 vs. 엔비디아: 더 나은 메가캡 주식은?
Apple vs. Nvidia: Which Is the Better Megacap Stock to Buy?
Panelists agree that NVDA's valuation is tied to AI capex growth expectations, which may not persist, and Apple's services growth …
지난주 투자자, ETF에 460억 달러 순유입
Investors Added $46B To ETFs Last Week
Despite a market drop, $46B in ETF inflows signals continued risk appetite, but is heavily concentrated in semiconductors and Korea, …
클로드 AI, 애널리스트들 아델릭스(ARDX) 성장 모멘텀 간과 중이라고 지적
Claude AI Says Market is Ignoring Ardelyx (ARDX) Growth Catalysts
ARDX's future hinges on Ibsrela's growth, but the loss of Xphozah's Medicare reimbursement and potential dilution pose significant risks to …
빌 게이츠 재단, 제프리 엡스타인과 30여 차례 접촉… 외부 조사 결과 발표
Bill Gates foundation met with Jeffrey Epstein about 30 times, external review finds
The WilmerHale report, while clearing the Gates Foundation of criminal involvement, reveals a significant governance failure with repeated meetings between …
법원, 파라마운트의 워너브라더스 인수 일시 중단 명령
Judge orders Paramount to temporarily pause Warner Bros acquisition
The panel consensus is bearish, with the temporary pause on Paramount's acquisition of Warner Bros. Discovery signaling significant antitrust scrutiny …