주식 시장 뉴스
최신 금융 뉴스 · 업데이트 5월 24, 2026
Palantir Technologies Inc.(PLTR), Keel Holdings와 미국 해군의 ShipOS 이니셔티브 파트너십 체결
Palantir Technologies Inc. (PLTR) Partners with Keel Holdings on US Navy’s ShipOS initiative
The panelists had mixed views on Palantir's (PLTR) recent partnerships. While some saw strategic positioning and potential long-term benefits, others …
보잉 컴퍼니(BA)가 수주 잔고 급증과 마진 안정화로 강력한 회복세를 보이고 있다
The Boeing Company (BA) Eyes Strong Recovery as Backlog Surges and Margins Stabilize
The panel is bearish on Boeing's stock due to concerns about converting the backlog into cash flow, the impact of …
Lam Research Corporation (LRCX)가 IBM과의 로직 스케일링 계약에 힘입어 Besi Industries 인수를 고려하고 있는가
Is Lam Research Corporation (LRCX) Eyeing Besi Industries Merger amid IBM Pact for Logic Scaling
The panel is divided on the potential acquisition of Besi Industries by Lam Research. While some see strategic benefits in …
할인 체인, 75개 이상 매장 폐쇄 및 가격 인상
Discount chain closes over 75 stores and raises prices
Despite Dollar Tree's (DLTR) shift to a multi-price format, there's uncertainty about customer acceptance, with potential risks of losing price-sensitive …
사람들은 단기적으로 가격이 어떻게 움직일지 모릅니다. 특히 지금은 더욱 그렇습니다.
People don’t know how prices will behave in the near term. Especially right now.
The panel agrees that geopolitical uncertainty, particularly around the Iran conflict, is driving market volatility. They disagree on the extent …
고유가, 귀금속 채굴주에 타격 주는 이유
Here's Why High Oil Prices Are Hurting Precious Metals Mining Stocks
The panel discusses the impact of higher oil prices on mining stocks, with a focus on precious metals miners. While …
투자 자산 성장, UBS Group AG (UBS) 순이익 증대
Invested Assets Growth Bolsters UBS Group AG (UBS) Net Profit
Panelists agree UBS's AUM growth and profitability are impressive, but they differ on the sustainability and risks associated with these …
Eli Lilly and Company (LLY) Zepbound 접근 확대, 가격 개혁으로 장기 성장 전망 강화
Eli Lilly and Company (LLY) Expands Zepbound Access as Pricing Reforms Boost Long-Term Growth Outlook
While the panel agrees that Eli Lilly's (LLY) Zepbound pricing reforms expand market access, there are significant risks that could …
Marvell Technology Inc. (MRVL), AI 데이터 센터 확장 인프라를 위한 고급 스위치 공개
Marvell Technology Inc. (MRVL) Unveils Advanced Switch for AI Data Center Scale-Up Infrastructure
The panel discusses Marvell's (MRVL) 260-lane PCIe 6.0 switch, with mixed views on its competitive advantage against Broadcom's dominance and …
$5 휘발유를 향해 가고 있나요? 이 한 가지가 주유소 가격을 결정합니다 (이란 때문이 아닙니다).
Are We Headed for $5 Gas? This 1 Thing Determines How Much You Pay at the Pump (No, It's Not Iran).
The panelists agree that U.S. refineries' reliance on global crude prices is the dominant driver of pump prices, but disagree …
Advanced Micro Devices Inc.(AMD), 삼성과의 메모리 칩 공급 및 파운드리 협력 강화
Advanced Micro Devices Inc. (AMD) Deepens Ties with Samsung on Memory Chip Supplies and Foundry
The panel generally views AMD's MOU with Samsung as a strategic move to secure HBM supply and explore foundry options, …
Stagwell, AppLovin Corporation (APP) 모바일 광고 플랫폼 인수
Stagwell Taps AppLovin Corporation (APP) Mobile Advertising Platform
The panelists generally view the Stagwell partnership as tactically positive but strategically modest for AppLovin (APP), with the real test …