주식 시장 뉴스

최신 금융 뉴스 · 업데이트 6월 28, 2026

MELI ON
▬ mixed

모두가 스페이스X를 말하지만, 나는 이 두 성장주에 더 주목한다

Everyone Is Talking About SpaceX. Here Are 2 Growth Stocks I Like Much Better.

The panel is largely bearish on the given article, citing mismatched metrics, speculative valuations, and overlooked risks for SpaceX, MELI, …

Nasdaq · 6월 28, 2026
▬ mixed

도널드 트럼프 주니어, 칼시 지분 무료 취득… 예측 시장 플랫폼, 400억 달러 가치 평가 노리며 지분 가치 수십억 달러로 급등 가능성: 보도

Donald Trump Jr. Got A Kalshi Stake For Free— Now It Could Be Worth Billions As Prediction Market Platform Eyes $40 Billion Valuation: Report

The panel is largely bearish on Kalshi's $40B valuation, citing unproven monetization, regulatory risks, and potential legal challenges.

Yahoo Finance · 6월 27, 2026
NBIS
▬ mixed

BofA, 데이터센터 확장 및 AI 인프라 수요 속 네비우스(NBIS) 목표주가 상향

BofA Boosts Price Target on Nebius (NBIS) Amid Data Center Expansion and AI Infrastructure Demand

The panel discussion on Nebius (NBIS) reveals a mixed sentiment, with concerns about execution risk, regulatory hurdles, and potential margin …

Yahoo Finance · 6월 27, 2026
ATRO
▬ mixed

애널리스트들, Astronics Corporation (ATRO) 21% 상승 여력 전망

Analysts See 21% Upside To Astronics Corporation (ATRO)

The panel agrees that ATRO's recent Army order and Q1 results are positive, but they express caution due to funding …

Yahoo Finance · 6월 27, 2026
T
▼ bear…

인력 감축·인수 늘고 스페이스X는 AI 기업으로 변모

More Layoffs, Acquisitions, and SpaceX Becomes AI Company

The panelists generally expressed bearish sentiments regarding SpaceX's AI venture via Cursor and the Roku-Fox deal, citing potential execution risks, …

Nasdaq · 6월 27, 2026
P S
▼ bear…

S&P 500, 2000년 이후 처음으로 보이는 움직임… 역사적 패턴은 무엇을 시사하나

The S&P 500 Is Doing Something It Hasn't Done Since 2000. Here's What History Suggests Could Come Next.

The panel agrees that current CAPE levels are stretched and pose risks, with the main concern being the concentration of …

Nasdaq · 6월 27, 2026
WBD
▼ bear…

WBD 주식 이례적 옵션 활동, WBD-파라마운트 딜 8월 전 마무리 시사

Unusual Options Activity in WBD Stock Hints the WBD-Paramount Deal Will Close Before August

The panel consensus is bearish on the near-term prospects of the WBD-Skydance deal, with key risks including regulatory delays, financing …

Yahoo Finance · 6월 27, 2026
MSFT CVX
▬ mixed

마이크로소프트, 셰브론과의 계약으로 AI 최대 병목 현상 해결

Microsoft Solves AI’s Biggest Bottleneck With Chevron Deal

The panel discusses Microsoft's 20-year fixed PPA with Chevron for a 2.67 GW gas plant, co-located to power Azure AI. …

Yahoo Finance · 6월 26, 2026
JPM
▼ bear…

JP모건체이스, 페트노와 로어보를 공동 사장으로 승진시켜 제이미 다이먼의 후계자 2명 추가 선정

JPMorgan Chase promotes Petno, Rohrbaugh to copresidents, setting up two more successors for Dimon

JPMorgan's succession plan, involving the promotion of four co-presidents and significant retention bonuses, signals potential internal power struggles and slower …

Yahoo Finance · 6월 26, 2026
▬ mixed

국왕 세금 고지서의 세 가지 이례적 요소

Three unusual things about the King's tax bill

The panel consensus is that the King's £12.9m tax disclosure is a performative gesture lacking transparency, with the real risk …

BBC Business · 6월 26, 2026
▬ mixed

이제 우리는 찰스 3세 국왕이 얼마나 세금을 내는지 알게 되었고, 그 액수는 매우 적다

Now we know how much tax King Charles pays, and it is very little

The panel consensus is that the focus on the King's tax bill misses the structural complexities of the Duchy of …

The Guardian · 6월 26, 2026
DRI
▼ bear…

실적 전망: Darden Restaurants 실적 발표에서 주목할 점

Earnings Preview: What To Expect From Darden Restaurants’ Report

Panelists express bearish sentiments towards Darden's stock, citing persistent cost pressures, potential traffic softness, and concerns about the sustainability of …

Yahoo Finance · 6월 26, 2026