주식 시장 뉴스

Planet Labs PBC 4분기 실적 발표 주요 내용

Planet Labs PBC Q4 Earnings Call Highlights

Planet Labs shows strong operational growth with $852M RPO, five consecutive profitable quarters, and $53M FCF, but FY2027 guidance deceleration …

퀄컴 주식 배당금 인상, QCOM 주식 매수 가치가 있을까요?

As Qualcomm Stock Raises Its Dividend, Is QCOM Stock a Buy?

Panelists generally agree that Qualcomm's dividend raise and buyback signal defensive capital allocation rather than confidence in future growth, with …

Greystone Housing Impact Investors Q4 Earnings Call Highlights

GHI's pivot to tax-exempt MRBs is promising, but execution risks, particularly around distressed South Carolina properties and JV equity exits, …

북경, 전 세계 핵심 광물 확보를 위해 1200억 달러 지출

Beijing Spends $120 Billion to Lock Down Critical Minerals Worldwide

The panel consensus is bearish, with a focus on China's strategic vertical integration in battery and rare-earth supply chains, which …

Planet Labs PBC 2026년 4분기 실적 발표 요약

Planet Labs PBC Q4 2026 Earnings Call Summary

Planet Labs delivered strong operational results with $308M revenue and first full-year adjusted EBITDA profitability, driven by a 50% surge …

AlphaTON, GAMEE 웹3 게임 플랫폼 지분 60% 인수

AlphaTON Buys 60% Stake In Web3 Gaming Platform GAMEE

The acquisition of GAMEE by AlphaTON is seen as a strategic move to gain a large user base and deeper …

Scholastic Corporation Q3 2026 Earnings Call Summary

Scholastic's (SCHL) recent financial moves, including a $400M sale-leaseback and a $300M buyback, have improved liquidity but mask underlying operational …

Sky Harbour Group Q4 Earnings Call Highlights

Sky Harbour's impressive revenue growth and expansion plans are offset by operational fragility and high leverage, with a significant risk …

Firefly Aerospace 4분기 실적 발표 주요 내용

Firefly Aerospace Q4 Earnings Call Highlights

The panel is divided on Firefly's prospects. While some highlight the solid backlog and potential of defense software, others express …

구리 바벨: 부족에서 이익을 얻고 희석 함정을 피하는 방법

The Copper Barbell: How to Profit From the Shortage—and Avoid the Dilution Trap

While there's consensus on a copper supply-demand imbalance, the panel is divided on the timeline and magnitude of substitution risks …

ASML vs. Broadcom: 어떤 AI 주식이 더 나은 매수일까?

ASML vs. Broadcom: Which AI Stock Is a Better Buy?

The panelists agreed that the article's comparison between ASML and Broadcom is flawed, with ASML's structural moat and backlog providing …

나이키 주가 급락, 배당수익률 상승. 매수 기회인가?

Nike Stock Has Been Absolutely Slammed, Bolstering Its Dividend Yield. Is This a Buying Opportunity?

The panel consensus is that Nike's current profitability issues are structural, not temporary, driven by tariff exposure, high wholesale channel …