주식 시장 뉴스
최신 금융 뉴스 · 업데이트 5월 24, 2026
사회보장 형평성 법안, 17억 달러 소급 수당 지급... 자격 대상자는 누구인가
The Social Security Fairness Act Paid Out $17 Billion in Retroactive Benefits. Here's Who Qualifies.
The repeal of WEP and GPO provides a significant, permanent benefit to millions of public sector retirees, but accelerates Social …
암호화폐보다 더 큰 잠재력을 가진 기술주
The Tech Stock With More Potential Than Any Cryptocurrency
ASML's strong Q4 2025 bookings reflect AI demand, but revenue recognition depends on customer capex budgets. The company's EUV monopoly …
디알메이킹 3: MLB와 어도비 파트너십 확대, 피클볼 AI, 애플 TV의 F1 거래
The Dealmaking 3: MLB & Adobe Expanding Partnership, AI in Pickleball, Apple TV’s Deal with F1
The panelists agreed that while these deals signal tech's push into sports and entertainment, their immediate financial impact is limited. …
3월에 S&P 500에 투자하는 가장 현명한 방법
Here's the Smartest Way to Invest in the S&P 500 in March
The panel agreed that VOO is a low-cost, liquid way to own the U.S. market, but they cautioned about high …
33% 상승한 이 주식, 헤드라인은 없지만 투자자들은 계속 매수
Up 33% YTD, This Stock Isn’t Making Headlines, But Investors Keep Buying
The panelists agree that LRCX is well-positioned in the current semiconductor cycle, driven by HBM demand and Micron's capex. However, …
일일 ETF 유입: SCHD가 1위 자리 차지
Daily ETF Flows: SCHD Takes No. 1 Spot
The panel discusses a significant $15.4B inflow into SCHD, with most agreeing it's likely due to a single institutional trade …
모건스탠리, 오펜하이머, 골드만삭스가 버티브(VRT) 목표주가 상향
Morgan Stanley, Oppenheimer, and Goldman Sachs Raise Vertiv (VRT) Price Targets
The panel is divided on Vertiv's (VRT) future, with bulls citing strong Q4 orders, AI demand, and services growth, while …
Alphabet (GOOGL, GOOG)는 워렌 버핏의 최신 포트폴리오에서 여전히 최고의 저평가 AI 주식인가?
Is Alphabet (GOOGL, GOOG) Still The Best Undervalued AI Stock in Warren Buffett’s Latest Portfolio?
The panelists generally agreed that Alphabet's transition to agentic AI is crucial for its future, but they expressed concerns about …
에버코어와 골드만삭스, 아리스타 네트워크스(ANET)에 대해 강세 유지
Evercore and Goldman Sachs Stay Bullish on Arista Networks (ANET)
The panel is mixed on Arista Networks (ANET) with concerns about its dependence on NVIDIA's ecosystem, potential pricing pressure from …
UBS, 마이크론(MU) 목표주가 상향, 매수 등급 유지
UBS Raises Micron (MU) Price Target, Keeps Buy Rating
The panelists generally agree that while UBS's target raise for Micron reflects strong fundamentals and AI-driven demand, the 9-month lead …
알레테아와 캔터 피츠제럴드, 실적 발표 후 브로드컴(AVGO)에 대해 강세 유지
Aletheia and Cantor Fitzgerald Stay Bullish on Broadcom (AVGO) After Earnings
Broadcom's AI revenue guidance to $100B by FY2027 is bullish, but execution risks, customer concentration, and uncertain adoption of technologies …
롱 온리 펀드, 비미국 주식으로 이동... TSMC (TSM) 최상위 유지
Long-Only Funds Shift to Non-US Stocks, TSMC (TSM) Stays at the Top
While acknowledging TSM's dominant position in advanced node wafer production and AI demand, panelists express concern over extreme crowding, geopolitical …