주식 시장 뉴스
최신 금융 뉴스 · 업데이트 7월 15, 2026
ServiceNow (NOW)가 여전히 AI 워크플로우 회복 베팅인 이유
Why ServiceNow (NOW) Is Still an AI Workflow Recovery Bet
The panelists have mixed views on ServiceNow's future, with concerns about deal delays, governance layer implementation friction, and vendor lock-in …
다음 20년 동안 보유할 배당주 3개
3 Dividend Stocks to Hold for the Next 20 Years
The panel largely agrees that relying on IBM, Coca-Cola, and Altria as dependable 20-year dividend plays is risky due to …
Lumentum 주식에 모두가 주목하는 이유
Why Is Everyone Talking About Lumentum Stock?
The panel consensus is bearish on Lumentum (LITE), citing execution risks around 800G/1.6T yield ramps, competitive pressures, and uncertain AI …
비자 주식을 마스터카드 주식 대신 매수해야 할까요?
Should You Buy Visa Stock Instead of Mastercard Stock?
The panel discussion highlights the complex dynamics of Visa (V) and Mastercard (MA) with key risks including regulatory interchange caps, …
팔란티어 주식은 저평가된 AI 주식인가?
Is Palantir Stock an Undervalued AI Stock to Buy?
The panel's discussion on Palantir (PLTR) reveals a mixed sentiment, with concerns about high valuation, competition from hyperscalers, and reliance …
$10,000을 투자할 수 있는 가장 지능적인 성장주: 기술주에서 이탈하는 투자자들의 회전
The Smartest Growth Stocks to Invest $10,000 in As Investors Rotate Out of Tech
The panel largely agreed that ABBV, PG, and EPD are not risk-free defensive plays as suggested by the article. While …
남성들이 외면하는 이유가 있었네
No Wonder Men Are Opting Out
The panel generally agrees that the decline in male labor force participation, partly attributed to falling marriage rates, poses a …
Navios Maritime Partners L.P. 2026년 1분기 실적 발표 요약
Navios Maritime Partners L.P. Q1 2026 Earnings Call Summary
Navios Maritime Partners' (NMM) expansion strategy hinges on a 'new world order' of persistent geopolitical tailwinds, but panelists disagree on …
BMO 캐피탈, 2026 사파이어 컨퍼런스 후 SAP에 대해 상승 등급 유지
BMO Capital Keeps Outperform Rating on SAP After Sapphire 2026 Conference
The panelists have a neutral to bearish view on SAP's stock, citing execution risks in cloud migration, lack of meaningful …
2026년 5월 22일 주식시장: S&P 500이 8주 연속 상승
Stock Market Today, May 22: S&P 500 Posts Eighth Straight Week of Gains
Despite recent gains, the panel expresses concern about the divergence between asset prices and the real economy, driven by inflation …
Google, 美 연방 법원 검색 독점 판결에 항소
Google Appeals U.S. Ruling Finding Illegal Search Monopoly
The panel agrees that Google's appeal introduces significant uncertainty, with potential remedies like data sharing with rivals posing a long-term …
게이츠 재단, 마이크로소프트 주식 전량 매도. 투자자들은 걱정해야 할까?
The Gates Foundation Sold All of Its Remaining Microsoft Stock. Should Investors Be Worried?
The Gates Foundation's exit from Microsoft shares is seen as a neutral event by the panel, driven by a 2045 …