주식 시장 뉴스
최신 금융 뉴스 · 업데이트 5월 24, 2026
2026년 최고의 보험주식을 찾고 계신가요? 워렌 버핏의 최신 포트폴리오가 답을 가지고 있습니다
Looking For The Best Insurance Stock To Buy in 2026? Warren Buffett’s Latest Portfolio Has The Answer
The panel has a neutral to bearish sentiment on Chubb (CB), citing potential compression of its combined ratio margin due …
라이프코어 바이오메디컬 CEO: 독립 CDMO 전환 완료, 2029년까지 가동률 60% 달성
Lifecore Biomedical CEO: Standalone CDMO Shift Complete, Utilization to Hit 60% by 2029
The panel has mixed views on Lifecore's transition to a standalone CDMO. While some see potential in the company's plans, …
엘리 릴리 앤 컴퍼니 (LLY) 3상 ADorable-1 시험에서 긍정적인 최고선 결과 발표
Eli Lilly and Company (LLY) Announces Positive Topline Results From the Phase 3 ADorable-1 Trial
The panel consensus is bearish on Eli Lilly (LLY) due to the significant risk of margin compression and valuation reset …
미국 정부, 테슬라(TSLA)와 LG에너지솔루션 간 43억 달러 배터리 계약 확인, 로이터 보도
US Government Confirms $4.3 Billion Battery Deal Between Tesla (TSLA) and LG Energy Solution, Reuters Reports
The panel is divided on the $4.3B LG deal for Tesla's Megapack 3. While some see it as a strategic …
유나이티드헬스 그룹(UNH), 산파 서비스 전국 확대 발표
UnitedHealth Group (UNH) Announces National Expansion of Doula Offering
UnitedHealth's national doula offering is a strategic move leveraging Optum's scale to address maternal-infant outcomes, with potential long-term benefits but …
주식 폭락, 미국의 이란 전쟁 확대 계획에 따른 우려
Stocks Plunge on US Plans to Escalate Iran War
The panel agrees that the market is overreacting to the Iran conflict, pricing in permanent supply loss and stagflation. They …
마스터카드(Mastercard Incorporated, MA)와 비자(Visa)가 영국 상인 수수료 반독점법 위반 판결에 항소 허가, 로이터 보도
Mastercard Incorporated (MA) and Visa Allowed to Appeal UK Ruling That Merchant Fees Breach Antitrust Law, Reuters Reports
The panel agrees that Mastercard's appeal buy time but doesn't eliminate core regulatory risks. The BVNK acquisition is seen as …
분석가, 유가가 배럴당 $200까지 오를 수 있다고 경고
Analyst warns oil could hit $200 per barrel
The panel generally agrees that a $200 Brent forecast is a tail-risk scenario, unlikely to be the base case. They …
이란 전쟁으로 인한 잠재적 금리 변동성 속에서 아메리칸 익스프레스(AXP)가 최고의 금융주인가?
Is American Express (AXP) The Best Financial Stock to Buy Amid Potential Interest Rate Volatility Coming Due to Iran War
Despite American Express' (AXP) strong fee-based revenue and Buffett's conviction, panelists express concerns about consumer spending volatility, potential credit losses …
석유 가격 급등으로 전망 상향: Oil & Gas 360 보도
Scramble for oil sends forecasts higher: by Oil & Gas 360
The panel agrees that the market is pricing in a 'geopolitical risk premium' due to Middle East tensions, with Brent …
세 개의 아시아, 세 가지 다른 전략: 앤 체가 세계에서 가장 빠르게 성장하는 스낵 시장을 바라보는 시각
Three Asias, three different playbooks: How PepsiCo’s Anne Tse views the world’s fastest-growing snack market
The panelists generally agree that PepsiCo's Asia-Pacific Foods division is high-growth but faces significant challenges, particularly in China. The 'three …
드론 기술 제조업체의 1,000% 급등은 월스트리트의 최신 유행을 보여줍니다
Drone Tech Maker’s 1,000% Surge Shows Latest Wall Street Fad
The panel consensus is that Swarmer's post-IPO surge is unsustainable, driven by retail hype and disconnected from its fundamentals. The …