주식 시장 뉴스
최신 금융 뉴스 · 업데이트 7월 14, 2026
신임 연준 의장 케빈 워시, 앨런 그린스펀 스타일 접근 방식 시사
New Fed Chair Kevin Warsh suggests he may take an Alan Greenspan-style approach at the central bank
The panel is divided on the implications of a potential shift in Fed policy under Jerome Powell's successor, Jerome Warsh. …
Block (XYZ) 발표, The Hat이 통합 커머스 플랫폼으로 Square를 선택
Block (XYZ) Announces The Hat Selects Square as Unified Commerce Platform
The discussion consensus is neutral, with panelists agreeing that a single QSR win for Square is not a significant catalyst …
Needham, Workday(WDAY) 주식 목표가 인하
Needham Reduces PT on Workday (WDAY) Stock
The panelists generally agree that Workday's (WDAY) recent results and Needham's significant price target cut signal a re-rating risk, with …
DA Davidson, Roblox(RBLX) 주가 목표가 하향 조정
DA Davidson Lowers PT on Roblox (RBLX) Stock
Despite strong Q1 results, panelists express concern about Roblox's user retention risk due to Fortnite's accelerating user-generated content and the …
MercadoLibre (MELI) 2026년 1분기 재무 결과 발표
MercadoLibre (MELI) Releases Financial Results for Q1 2026
The panel is bearish on MercadoLibre's current profitability, citing concerns over sustainable margin compression, potential structural issues in fintech ARPU, …
Bank of America, Netflix(NFLX) 주식에 대한 매수 등급 재확인
Bank of America Reiterates Buy Rating on Netflix (NFLX) Stock
The panel is divided on Netflix's ad-supported tier monetization potential. While some see promise in the 250 million monthly active …
Uber Technologies (UBER), 블룸버그 보도에 따르면 Delivery Hero SE 지분 늘려
Uber Technologies (UBER) Raises Stake in Delivery Hero SE, Reports Bloomberg
The panel consensus is bearish on Uber's acquisition of Delivery Hero, citing significant antitrust risks, execution challenges, and potential financial …
Microsoft (MSFT): 지금 당장 높은 수익을 위해 매수할 최고의 장기 주식 중 하나
Microsoft (MSFT): One of the Best Long-Term Stocks to Buy Now for High Returns
The panelists generally agree that while Microsoft's AI and Azure initiatives hold promise, there are significant risks and uncertainties, particularly …
높은 수익률을 위해 지금 매수해야 할 최고의 장기 주식 중 하나인 AppLovin(APP)인 이유
Here’s Why AppLovin (APP) Is One of the Best Long-Term Stocks to Buy Now for High Returns
The panelists have a neutral to bearish sentiment on AppLovin (APP) due to its high valuation, reliance on gaming spend …
SpaceX의 285억 달러 충격 발표가 일론 머스크의 천재성을 드러낸 것인가 — 아니면 갤럭시 브레인의 정점인가?
Did SpaceX’s $28.5 Trillion Bombshell Reveal Elon Musk’s Genius — or Peak Galaxy Brain?
The panel's net takeaway is that SpaceX's IPO valuation is heavily reliant on speculative, long-term markets and regulatory approvals, with …
브리지워터 어소시에이츠는 소프트웨어 종말을 거래하며 워크데이, 세일즈포스, 기타 주요 SaaS 주식을 매도하고 있습니다.
Bridgewater Associates Is Trading the Software Apocalypse as It Sells Workday, Salesforce, Other Key SaaS Stocks
The panel discusses Bridgewater's rotation out of application-layer SaaS into AI infrastructure, with varying views on the implications for SaaS …
버크셔 해서웨이, 델타항공 매수 시 억만장자는 AAL 및 UAL 주식 매도
As Berkshire Buys Delta Airlines, This Billionaire Just Sold Off AAL and UAL Stocks
The panelists agree that Buffett's investment in Delta signals a bet on the airline's specific strengths, such as its premium …