주식 시장 뉴스

3월에 가장 주의 깊게 지켜보는 인공지능(AI) 주식들

The Artificial Intelligence (AI) Stocks I'm Watching Closest in March

The panel is divided on AI infrastructure stocks. While some praise TTM Technologies' strong fundamentals and balance sheet, others warn …

사람들이 비트코인이 죽었다고 말하고 있습니다. 저는 지금 바로 500달러를 투자하고 있습니다.

People Are Saying Bitcoin Is Dead. I'm Buying It Right Now With $500

The panel consensus is that Bitcoin's long-term scarcity narrative is valid but currently overshadowed by near-term demand mechanics and behavioral …

올리거터 에너지, 이사회 개편... 안드레아 마스랜드-스미스 경영 이사로 임명

Alligator Energy reshapes board as Andrea Marsland-Smith takes managing director role

The panel is divided on Alligator Energy's (ASX:AGE) dual CEO/MD appointment, with some seeing it as streamlining for a capital-intensive …

10년 보유를 위해 지금 구매할 더 나은 투자: XRP vs. 금 또는 은

Better Investment to Buy Now With $2,500 and Hold for 10 Years: XRP vs. Gold or Silver

The panelists agreed that gold is a core hedge for a 10-year horizon, but they were divided on XRP's role. …

데일리 스포트라이트: 모든 섹터가 동등하지 않음

Daily Spotlight: Not All Sectors Are Equal

Panelists agree that the high concentration of earnings in IT and Financials sectors, particularly the 'Magnificent 7' tech names, poses …

테슬라가 제너럴 모터스에 대해 걱정해야 할까?

Should Tesla be Worried About General Motors?

The panel consensus is bearish, highlighting GM's significant EV growth and cost structure advantage as material threats to Tesla's automotive …

애널리스트 리포트: 치즈케이크 팩토리 인크/더

Analyst Report: Cheesecake Factory Inc/The

Panelists agreed that CAKE's diversification into North Italia and Flower Child offers potential margin expansion, but execution risks and high …

Cloudflare (NET)은 Coinbase 계약 소식에 6.6% 상승

Cloudflare (NET) Climbs 6.6% on Coinbase Deal Buzz

Cloudflare's (NET) partnership with Coinbase for a stablecoin could potentially create micropayment rails for AI agents, driving future revenue growth, …

이더리움은 언젠가 5,000달러에 도달할 수 있을까요?

Will Ethereum Ever Hit $5,000?

The panel discussed Ethereum's technical merits, competition, and regulatory risks. They agreed that declining daily active addresses and competition from …

Lumentum (LITE) 주식은 S&P 500 지수 편입에 앞서 7.9% 상승

Lumentum (LITE) Jumps 7.9% Ahead of S&P 500 Inclusion

The panel is largely bearish on LITE, expecting a short-term pop followed by a mean reversion due to index inclusion …

Solaris Energy (SEI) Hits All-Time High on Capacity Expansion, ‘Buy’ Reco

Solaris Energy's (SEI) recent capacity additions of 900 MW via Genco and turbine slots are promising, but execution risks and …

아리스타 네트웍스 vs. 브로드컴: 2026년 더 나은 AI 인프라 주식은 무엇일까요?

Arista Networks vs. Broadcom: Which AI Infrastructure Stock Is the Better Buy for 2026?

Despite differing views on growth sustainability and market dominance, the panel consensus leans bullish on Arista (ANET) due to its …