주식 시장 뉴스
최신 금융 뉴스 · 업데이트 5월 24, 2026
대형 은행의 자산관리 부문, 제니스 헨더슨에 빅토리 딜 거부 촉구
Big Banks’ Wealth Units Tell Janus Henderson to Reject Victory Deal
The panel is divided on Janus Henderson's (JHG) acquisition bid, with concerns raised about client pushback, distribution risks, and potential …
GLJ 리서치, 퍼스트솔라(FSLR) '매수'에서 '보유'로 하향
GLJ Research Lowers First Solar, Inc. (FSLR) from Buy to Hold
The panel is largely bearish on First Solar (FSLR) due to near-term execution risks, policy uncertainty, and tariff headwinds. They …
모건스탠리, Array Technologies, Inc. (ARRY)에 동일 가중 평가 유지
Morgan Stanley Maintains an Equal Weight Rating on Array Technologies, Inc. (ARRY)
The panel consensus is bearish due to ARRY's Q4 margin collapse, significant net loss, and questions surrounding the convertibility of …
은행들, 전 ECB 총재가 스태그플레이션 없다고 말했음에도 올해 3차례 ECB 금리 인상 전망
Banks eye three ECB rate hikes this year as former Governor says he sees no stagflation — yet
The panel is divided on the ECB's rate hike prospects, with concerns about periphery spreads, fiscal risks, and potential market …
DAX 강한 출발 후 후퇴, 성장 우려 부담
DAX Retreats After Firm Start As Growth Concerns Weigh
The panel generally agrees that the DAX faces headwinds due to macroeconomic factors, with a risk of earnings compression in …
골드만삭스 솔라 및 그린 에너지 주식: 상위 10개 주식에 플러그 파워(PLUG)가 있습니까?
Is Plug Power Inc. (PLUG) Among the Goldman Sachs Solar and Green Energy Stocks: Top 10 Stock Picks?
The panel is largely bearish on Plug Power's (PLUG) pivot into the data center power market via PJM Interconnection, citing …
Prestige Consumer Healthcare, Breathe Right 브랜드 인수
Prestige Consumer Healthcare To Acquire Breathe Right Brand
PBH's acquisition of Breathe Right is seen as expensive, with a potential defensive premium and reliance on synergies to offset …
도이체 뱅크, 클리어웨이 에너지(CWEN)에 대해 긍정적
Deutsche Bank is Bullish on Clearway Energy, Inc. (CWEN)
While Clearway Energy (CWEN) exceeded guidance and has a significant pipeline, including 2 GW of data-center contracts, there are concerns …
Nvidia는 백만장자를 만들었습니다. 이 인공지능(AI) 주식이 다음 차례일 수 있습니다.
Nvidia Made Millionaires. This Artificial Intelligence (AI) Stock Could Be Next.
The panelists generally agree that SoundHound AI (SOUN) has impressive revenue growth but face significant challenges, including intense competition from …
베테랑 금융인이 비트코인이 71,000달러 근처에 머무르는 가운데 암호화폐 할당량 20%를 촉구
Veteran financier urges 20% crypto allocation as Bitcoin holds near $71K
The panel consensus is bearish, with key concerns being the potential reversal of Bitcoin's liquidity tailwind if the Fed holds …
NextEra Energy, Inc. (NEE)는 에너지 프로젝트 자금 조달을 위해 20억 달러 규모의 지분 유닛 매각 계획을 발표했습니다.
NextEra Energy, Inc. (NEE) Plans to Sell $2 billion in Equity Units to Fund Energy Projects
NextEra Energy Resources (NEER) is raising $2B in equity units to fund data center power projects, with a 1% premarket …
주요 투자자들이 MP Materials 주식을 매입하고 있습니다. 2026년 이후 이 산업주식이 급등할 수 있는 이유는 무엇일까요?
Major Investors Are Buying Up Shares of MP Materials. Here's Why the Industrial Stock Could Soar in 2026 and Beyond.
MP Materials' future prospects hinge on the successful execution of its 10X magnet facility and U.S. government intervention to prevent …