주식 시장 뉴스
최신 금융 뉴스 · 업데이트 7월 14, 2026
예측: 엔비디아, 2029년까지 세계 최초 15조 달러 기업이 될 것
Prediction: Nvidia Will Become the World's First $15 Trillion Company by 2029
The panel consensus is bearish on Nvidia's $15T valuation target by 2029, citing unsustainable growth rates, margin pressure from custom …
Costco 주식 분할 루머, COST가 다시 1,000달러 돌파하며 폭발
Costco Stock Split Rumors Explode as COST Smashes $1,000 Milestone Again
The panel is largely bearish on Costco's current valuation, with the 56x trailing P/E being a key concern. They argue …
Super Micro Computer (SMCI)는 Matthew Thauberger를 최고 매출 책임자(CRO)로 임명했습니다.
Super Micro Computer (SMCI) Appoints Matthew Thauberger as Chief Revenue Officer
The panel is divided on the impact of Matthew Thauberger's appointment as CRO at SMCI. While some see it as …
VIAVI Solutions (VIAV) CyberFlood CF1000 400G 보안 테스트 플랫폼 출시
VIAVI Solutions (VIAV) Launches CyberFlood CF1000 400G Security Test Platform
The panel is generally neutral to bearish on VIAV's CF1000 launch, citing long sales cycles, lack of revenue guidance, and …
여기에 온 홀딩스(ONON)가 투자할 만한 최고의 저렴한 성장주 중 하나인 이유가 있습니다.
Here is Why On Holding (ONON) is One of the Best Low Priced Growth Stocks to Invest In
On Holding's strong Q1 results, particularly the 64.2% gross margin, signal operational leverage and brand strength. However, there's disagreement on …
Instacart (CART) 리테일 파트너에게 셀프 서비스 광고 관리자 확장
Instacart (CART) Expands Self-Serve Ads Manager to Retail Partners
Instacart's self-serve Ads Manager expansion is seen as operationally sound and could drive higher ad revenue, but there are concerns …
Evolv Technologies (EVLV)는 최고의 저가 성장주 중 하나일까요?
Is Evolv Technologies (EVLV) One of the Best Low Priced Growth Stocks?
The panel consensus is bearish on EVLV, citing widening GAAP losses, thin margins, and significant risks including SEC investigations, customer …
GitLab (GTLB)이 구글 클라우드 파트너십을 확장하여 Duo Agent 플랫폼에 Gemini 모델을 통합하다
GitLab (GTLB) Expands Google Cloud Partnership to Integrate Gemini Models into Duo Agent Platform
The panel generally views GitLab's integration of Google's Vertex AI Gemini into its Duo Agent Platform as a strategic move, …
DraftKings (DKNG) 2026년 1분기 매출 16억 5천만 달러 기록, 전년 대비 17% 증가
DraftKings (DKNG) Reports Q1 2026 Revenue of $1.65B, Up 17% YoY
The panelists generally agreed that while DraftKings (DKNG) achieved GAAP profitability and showed revenue growth, the company faces significant challenges …
Core Scientific (CORZ) Muskogee 캠퍼스를 1.5 GW로 확장하는 전략 발표
Core Scientific (CORZ) Announces Strategy to Expand Muskogee Campus to 1.5 GW of Gross Power
Core Scientific's expansion to 1.5 GW gross power via the Polaris DS acquisition is ambitious and risky, with execution challenges …
이란과 시장의 평화 전망에 따라 유가 변동
Oil Swings With Market Focused on US-Iran Peace Prospects
Despite optimism around potential peace talks, the panel agrees that the market is underestimating the complexity and time required to …
달러, 이란 전쟁 불안정 속 6주 최고치 근접
Dollar near six-week high amid Iran war jitters
The panel generally agrees that the dollar's strength is fragile and driven by temporary factors, with energy supply shocks and …