주식 시장 뉴스
최신 금융 뉴스 · 업데이트 8월 21, 2026
암젠, 2026년 2분기 실적 예상치 상회…연간 전망 상향, AMG 513은 하락
Amgen Q2 2026 earnings beat, raises full-year outlook, drops AMG 513
Amgen's Q2 results were strong, with significant revenue growth and a beat on EPS. However, the termination of AMG 513 …
증시 오늘 (8/6): 셀시우스 2분기 실적 부진, 주가 18% 급락
Stock Market Today, Aug. 6: Celsius Whiffs on Q2 Earnings, Shares Tumble 18%
Celsius' Q2 miss and core brand decline have raised significant concerns, with most panelists expressing bearish sentiments. The key debate …
스페이스X, AI 투자 열풍에 실적 호조에도 첫 락업 만기 직면
SpaceX Faced First Lockup Expiry After AI Spending Overshadowed Strong Earnings
The panelists agree that SpaceX's Q2 results were impressive, but they differ on the significance of the $15.8B AI infrastructure …
브로드컴(AVGO), 맞춤형 AI 칩 전환 최대 수혜주 될까?
Could Broadcom (AVGO) Become the Biggest Winner From the Shift to Custom AI Chips?
Broadcom's custom AI chip win with OpenAI is significant, but the stock's high valuation prices in near-perfect execution across multiple …
디즈니, 2026년 3분기 실적, 테마파크·스트리밍 강세로 예상 상회
Disney Q3 2026 earnings beat on parks and streaming strength
Disney's Q3 earnings were a mixed bag, with a strong EPS beat driven by parks and streaming growth, but also …
할리우드, 다시 10억 달러 영화 쏟아낸다… 스파이더맨도 합류
Hollywood is cranking out billion-dollar movies again. Spider-Man just joined the ranks
Despite the impressive 2026 box office milestones, the panel consensus is that the theatrical recovery is fragile and unsustainable, driven …
스페이스X, AI 데이터센터 구동 위해 2분기 테슬라 메가팩 구매 확대
SpaceX ramps up Tesla Megapack purchases in Q2 to power its AI data centers
The panel discusses Tesla's Megapack purchases, highlighting both opportunities (accelerating intra-Musk synergy, potential for high-margin storage revenue) and risks (execution …
주식 강세와 원유 가격 하락에 압박받는 달러
Dollar Pressured by Strength in Stocks and Lower Crude Prices
The panelists debate the dollar's weakness, with some attributing it to soft US data and lower oil prices, while others …
맥도날드, 미국 매출 성장 둔화 속 이익 예상 상회
McDonald's profit tops estimates as US sales growth slows
The panel consensus is bearish on McDonald's due to slowing US comps, margin compression, and the risk of franchise system …
레오폴드 아쉔브레너의 AI 헤지펀드 파산, 월스트리트의 고질적 문제 부각
Leopold Aschenbrenner's AI Hedge Fund Just Blew Up, and It Highlights an Endemic Problem for Wall Street
The panel discusses the risks associated with high margin debt and the collapse of Situational Awareness, with most participants flagging …
사우디 주도 컨소시엄, 게임 업체 EA 550억 달러 인수 완료
Saudi-led group completes $55bn purchase of gaming giant EA
The panel consensus is bearish on the $55bn LBO of EA, citing aggressive leverage (9x EBITDA), potential crowding out of …
비트디어, a16z·엔비디아·델 지원 받는 볼타와 47억 달러 규모 노르웨이 임대 계약 체결
Bitdeer Lands $4.7B Norway Lease With a16z-, Nvidia- And Dell-Backed Volta
Bitdeer's $4.7B Norway colocation deal is a structural win, converting idle mining assets into long-duration, high-margin contracted revenue. However, the …