주식 시장 뉴스
최신 금융 뉴스 · 업데이트 5월 21, 2026
Nvidia는 중국 AI 칩 시장을 '대부분 양도'했다고 발표
Nvidia says it has ‘largely conceded’ China’s AI chip market to Huawei
Nvidia's strong revenue growth and buyback mask the permanent loss of the Chinese data center market, with bulls and bears …
푸틴의 베이징 방문에서 얻은 세 가지 주요 시사점 — 그리고 이것이 중국-러시아 관계에 대해 보여주는 것
Three key takeaways from Putin's Beijing trip — and what they reveal about China-Russia ties
The panel agrees that China is leveraging its position to secure favorable terms from Russia, with the Power of Siberia …
AI 광풍 속 유럽 주식, 연중 100% 이상 급등…블록버스터 랠리
AI frenzy sees these European stocks gain over 100% this year in blockbuster rally
The panel generally agrees that the rally in European 'AI proxies' is driven by scarcity and liquidity rather than a …
유럽 시장, 유가 100달러 아래로 하락하며 보합권 개장 전망
European markets to open flat as oil prices fall below $100
Despite a significant drop in oil prices, European markets opened flat due to cautious optimism and uncertainty about the longevity …
Nvidia는 LLM을 넘어 슈퍼러너로 이동 중이며, 이는 AGI의 전조가 될 수 있습니다. NVDA 주식에 미치는 영향은 무엇일까요?
Nvidia Is Moving Beyond LLMs to Superlearners, the Possible Precursor to AGI. What That Means for NVDA Stock.
The panel is divided on Nvidia's tie-up with Ineffable Intelligence, with some seeing it as a strategic masterstroke that could …
넥스트에라와 도미니언 에너지, 최대 유틸리티 거대 기업 탄생 위해 합병
NextEra and Dominion Energy Merge to Create the Largest Utility Giant
The panel is bearish on the $67B all-stock merger of NextEra and Dominion, citing significant execution risks including regulatory hurdles, …
눈에 띄는 430억 달러 ETF. DIA가 2026년 남은 기간 동안 SPY 및 QQQ를 능가할 수 있는 이유.
The $43 Billion ETF Hiding in Plain Sight. Why DIA Might Outperform SPY and QQQ for the Rest of 2026.
The panel consensus is bearish on DIA's prospects, with key risks including Boeing's operational challenges and potential deposit beta risk …
예측: Synopsys, 12개월 내 600달러 돌파 가능성 및 그 이유
Prediction: Synopsys Could Hit $600+ in 12 Months and Here’s Why
Synopsys' strong operational performance and AI-driven growth are acknowledged, but high debt, China exposure, and customer concentration risks are significant …
원유 선물 시장의 백워데이션이 우리에게 말해주는 것은 무엇인가?
What is Backwardation in the Crude Oil Futures Market Telling Us?
The panel agrees that the current steep backwardation in oil prices signals tight near-term supply and benefits long rollers. However, …
TGT 주식 경고: 대상이 전 월마트 임원직을 맡으면서 알아야 할 내용
TGT Stock Alert: What to Know as Target Taps Former Walmart Exec
Despite Target's hiring of supply chain veteran Jeff England, panelists remain bearish due to demand destruction, margin cannibalization from same-day …
가스부디가 이란 전쟁으로 인한 석유 가격 재설정 신호
GasBuddy signals gas-price reset amid shift in Iran War
The panel agrees that the current oil price surge is driven by geopolitical tensions, particularly the risk of Hormuz closure. …
뉴욕 라과디아 공항 활주로 폐쇄, 싱크홀 발생
Sinkhole shuts down runway at New York LaGuardia airport
The LaGuardia sinkhole incident highlights systemic runway subsidence risks at coastal airports, potentially leading to recurring maintenance capex, higher delay-related …