주식 시장 뉴스

항공 여행 보험: 보장 범위 및 가치 있는 경우

Flight travel insurance: What it covers and when it's worth it

The panel has mixed views on the travel insurance market. While some see growth opportunities due to increasing travel volumes …

인텔이 AI 경쟁에 복귀했나? 서사를 바꾸는 것은 무엇인가

Is Intel Back in the AI Race? What’s Changing the Narrative

While Intel's 91% stock gain reflects partnerships and AI edge traction, persistent foundry losses and flat guidance raise concerns. The …

슈퍼 마이크로 컴퓨터 주가 폭락, 공동 창업자 엔비디아 GPU 밀수 사건으로 기소

Super Micro Computer stock tumbles after co-founder charged in Nvidia GPU smuggling case

SMCI faces significant risks due to a governance scandal, including potential regulatory scrutiny, customer defection, and board/management upheaval. The real …

트레이더, 중동 전쟁 장기화에 따른 글로벌 인플레이션 우려 속 연준 금리 인상에 대한 베팅 강화

Traders Lift Bets on a Fed Hike This Year as Yields Surge

The panel is divided on the sustainability of higher rates, with some flagging persistent geopolitical risks and stagflation, while others …

$60,000에 Rivian의 R2, 출시 전부터 실패인가? 틀렸습니다!

At $60,000, Is Rivian's R2 Dead on Arrival? Not So Fast!

The panel generally agrees that Rivian's strategy of launching the R2 at $60,000 is risky, as it exposes the company …

'Fed's balancing act is getting trickier': Wall Street strategists reassess central bank's rate cut path

The panelists debated the Fed's stance, with some seeing a 'higher-for-longer' rates scenario, while others argued for a more neutral …

Gemini 암호화폐 거래소, 전략 전환으로 인한 집단 소송에 휘말리다

Gemini Crypto Exchange Hit With Class-Action Lawsuit Over Strategy Shift

The panel overwhelmingly agrees that Gemini's post-IPO pivot to prediction markets and significant losses indicate poor execution, with the core …

Visa (V)는 글로벌 디지털 결제 성장 동력을 제공하는 핵심 주체로 남아 있습니다.

Visa (V) Remains a Key Player Powering Global Digital Payments Growth

Visa's structural moat is real, but its high valuation may not be justified given potential regulatory pressures and fintech disruption. …

CA Sri Lanka 신규 비즈니스 법률 및 규정 준수 학부 도입

CA Sri Lanka introduces new business law and compliance faculty

The consensus is mixed, with concerns about demand and liability risks, but potential opportunities in capacity building and economic rebound.

USOI – 일반 투자자에게 적합하지 않은 원유 투자 수단

USOI – Not For The Average Investor Seeking A Crude Oil Play

USOI's 6% monthly cap on upside in exchange for income is a double-edged sword. While it provides meaningful income in …

왜 파이어플라이 에어로스페이스 주식이 오늘 급등했을까요

Why Firefly Aerospace Stock Popped Today

Firefly's impressive revenue growth and gross profit flip are overshadowed by high cash burn, dependency on NASA contracts, and the …

S&P Global (SPGI)가 글로벌 신용 평가 시장에서 강력한 영향력을 유지하는 방법?

How S&P Global (SPGI) Maintains Its Stronghold in the Global Credit Ratings Market?

The panel has mixed views on S&P Global (SPGI). While some argue its wide moat and diversified revenue streams justify …