주식 시장 뉴스
최신 금융 뉴스 · 업데이트 7월 13, 2026
배우자 사회보장 혜택, 생활비 조정(COLA) 덕분에 2027년에 중요한 이정표 넘어설 수도 있음
Spousal Social Security Benefits Could Pass a Significant Milestone in 2027 Thanks to the Cost-of-Living Adjustment (COLA)
Despite the projected $1,000 milestone in spousal benefits, the panel consensus is bearish due to the risk of tax clawbacks …
Karooooo: 선두 주자로서의 강력한 입지와 성장 가능성
Karooooo: A Strong Contender in Fleet Management with Room to Grow
Karooooo's growth story in fleet management SaaS is promising, but its high margins and switching costs may not be sustainable …
'다음 엔비디아' 투자 기회? 투자자들이 갑자기 어드밴스 마이크로 디바이스, ARM 홀딩스, 마벨 테크놀로지를 주목하는 이유
The 'Next Nvidia' Trade? Why Investors Are Suddenly Watching Advanced Micro Devices, Arm Holdings, and Marvell Technology
The panel consensus is that while AMD, ARM, and Marvell may gain share in inference workloads, the dominance of Nvidia's …
팔란티어 평가 논쟁이 종결되었는가? 일부 분석가들이 에이전트릭 AI 시대에서 86% 상승 가능성을 보고 있다.
Is the Palantir Valuation Debate Over? Why Some Analysts See 86% Upside in the Agentic AI Era.
Palantir's high valuation (67x sales, 155x earnings) relies on aggressive growth and successful pivot to Agentic AI, but faces risks …
판매 후, 지금 사기 좋은 S&P 500 주식 3가지를 소개합니다
After the Sell-Off, Here Are the 3 Best S&P 500 Stocks to Buy Now
The panelists generally agree that HD, NKE, and CCL are not post-selloff bargains due to macro risks and valuation concerns, …
디스커버 크레딧 카드가 가장 가까운 시점에 Capital One 카드가 될 수 있습니다. 왜 투자자들이 생각보다 더 큰 문제가 될 수 있을까요?
Discover Credit Cards Are About to Become Capital One Cards. Why That Could Be a Bigger Deal Than Investors Think.
The panel is divided on Capital One's acquisition of Discover. While some see potential in vertical integration and balance sheet …
6% 이상 수익률을 제공하는 이 헬스케어 주식: 배당금은 안전할까요?
This Healthcare Stock With 6%-Plus Yield: Is the Dividend Safe?
The panel consensus is that Pfizer's 6.6% yield is unsustainable due to the looming patent cliffs for Eliquis and Vyndaqel …
정부, 연말까지 16세 미만 소셜 미디어 제한 도입 약속
Government vows to bring in under-16 social media restrictions by end of year
The panel consensus is bearish, expecting regulatory risks and uneven enforcement from UK's under-16 social media restrictions by year-end. Key …
커스터드 맛 과일의 부상
The rise of the fruit that tastes like custard
The panel is divided on the custard apple export opportunity. While some see potential in high-yield hybrids and processed pulp, …
존슨 앤드 존슨이 오늘 시장에서 사기 가장 현명한 배당 왕일 수 있는 이유
Why Johnson & Johnson Might Be the Smartest Dividend King to Buy in Today's Market
The panelists generally agree that while Johnson & Johnson offers defensive characteristics and a growing dividend, its current premium valuation, …
BofA, SpaceX, OpenAI IPO에 대해 위험 신호 올려
BofA raises red flag on SpaceX, OpenAI IPOs
The panel agrees that the upcoming SpaceX and OpenAI IPOs pose significant risks, primarily related to liquidity and diversification, but …
Exxon Mobil(XOM) 이사회 제안이 투자자들의 관심을 끄는 이유
Why Exxon Mobil’s (XOM) Board Proposals Are Drawing Investor Attention
The panel discusses Exxon Mobil's (XOM) Texas redomicile, climate proposals, and the $60B Pioneer acquisition. While some see rising ESG …