주식 시장 뉴스
최신 금융 뉴스 · 업데이트 8월 21, 2026
린데 plc 2026년 2분기 실적 발표 요약
Linde plc Q2 2026 Earnings Call Summary
Panelists agree that Linde's strong backlog and electronics demand are driving growth, but disagree on the impact of Lincare's divestment …
버크셔 해서웨이, 3970억 달러 사상 최대 현금 보유…그렉 에이블, 주식 매입·대형 인수 여력 확보
Berkshire Hathaway's Record $397 Billion Cash Pile Gives Greg Abel Room for Buybacks or a Big Acquisition
Panelists generally agree that Berkshire's massive cash pile is a drag on performance, with most attributing it to a lack …
트럼프, 온라인 게시물 조기 접근권 제공… 부패 논란 촉발
Trump offering early access to online posts in move seen as corruption
The panel is mixed on the value and sustainability of Truth Social's API, with some seeing it as a potential …
워렌 버핏의 버크셔는 3970억 달러 현금으로 S&P 500 기업 거의 대부분을 인수할 수 있지만, 더 나은 가격을 기다리며 보류 중
Warren Buffett's Berkshire Could Buy Almost Any S&P 500 Company With Its $397 Billion Cash Pile, but Keeps Waiting for a Better Price
Despite differing views on Berkshire's cash deployment strategy, there's consensus that the cash pile isn't idle and provides optionality. However, …
초가공식품 기업들, 각국 정부 소송으로 건강 증진 노력 저해: WHO
Ultra-processed food companies hindering health drives by suing countries, says WHO
The panel generally agrees that litigation by UPF makers, while costly, is a legitimate check against poorly designed regulation. However, …
굴욕적인 인판티노 FIFA 회장, 사퇴하거나 축출돼야
There can be no letup. Humiliated Infantino must stand down at Fifa or be removed | Nick Ames
The panel consensus is that FIFA's governance crisis poses significant risks to the commercialization of global football, with the potential …
블룸에너지, 엔비디아의 순간을 맞이하나?
Is Bloom Energy in Its Nvidia Moment?
Despite Bloom Energy's impressive Q2 2026 results, panelists express caution due to valuation concerns, project lumpiness, and potential regulatory headwinds. …
XLV 대 PBE: 저비용 헬스케어 ETF가 집중 바이오텍 전문 ETF보다 더 나은 선택일까?
XLV vs PBE: Is a Low-Cost Healthcare ETF the Better Buy Than a Focused Biotech Specialist?
The panel consensus is that PBE (Pure Beta ETF) poses significant risks due to its exposure to biotech's binary clinical …
2030년 마이크론 주가는 어디로 향할까?
Where Will Micron Stock Be in 2030?
The panel discusses Micron's strong Q3 FY2026 results and high gross margins, driven by AI memory demand and long-term contracts. …
마이클 세일러, 전략의 정기적 비트코인 매수 중단… MSTR 주식에 미치는 영향은?
Michael Saylor Has Paused Strategy's Regular Bitcoin Buys. What Does That Mean for MSTR Stock?
The panelists agree that MSTR's pause in Bitcoin accumulation is not a strategic reversal but a prudent capital allocation decision. …
역사가 증명한다, 비트코인은 지금 믿기 힘든 매수 기회다
History Says That Bitcoin Is an Unbelievable Bargain Right Now
The panel is divided on Bitcoin's near-term prospects, with some arguing that sovereign adoption could drive a new demand shock, …
병원 주차비 인상, 환자들 "스트레스 가중"
Hospital parking hike adds stress, patients say
The panel discusses a 50% parking fee hike at Mid and South Essex NHS Foundation Trust hospitals, with concerns raised …