주식 시장 뉴스
최신 금융 뉴스 · 업데이트 7월 16, 2026
AI 파도에 휩쓸리지 않고 타기
Riding the AI Wave Without Getting Wiped Out
The panelists agree that while AI-driven demand is driving high-bandwidth memory and storage, the structural shortage narrative is overstated and …
이번 주 IBM 주가가 급등한 이유
Why IBM Stock Was Rocking it This Week
IBM's 17% gain reflects optimism around a $1B DoC grant for Anderon quantum foundry and AI cybersecurity rollout, but execution …
주요 금요일 옵션 활동: NVDA, MSFT, COIN
Notable Friday Option Activity: NVDA, MSFT, COIN
Panelists agree that high trading volumes in long-dated MSFT and COIN calls reflect institutional positioning, but the directionality and conviction …
케빈 워시, 트럼프 경제 불황 논란 속 연준 의장 취임
Kevin Warsh sworn in as Fed chair as Trump faces backlash over economy
The appointment of Kevin Warsh signals a potential erosion of the Fed's independence and a shift towards prioritizing growth over …
트럼프, 새로운 연준 의장에 '완전 독립적'인 인물 원해
Trump wants new Fed chair to be 'totally independent'
The panel generally agrees that Trump's appointment of Warsh signals a shift towards prioritizing growth over inflation stability, potentially leading …
영국, 6개 걸프 국가와 37억 파운드 무역 협정 체결
UK agrees £3.7bn trade deal with six Gulf states
The panel generally views the UK-GCC trade deal as modest in economic impact, with the real value lying in data …
프라이빗 이쿼티, 뒤로 하고 은행가로 다시 돌아가기.
Move Over, Private Equity. It’s Great to Be a Banker Again.
The panelists generally agree that while banks may currently benefit from record trading revenues and M&A fees, these gains are …
Uber, 독일 Delivery Hero 지분 대량 확보, 인수설 고조
Uber Builds Large Stake In Germany's Delivery Hero As Takeover Speculation Builds
The panel is neutral to bearish on Uber's 19.5% stake in Delivery Hero, citing regulatory risks, high integration costs, and …
이란, 호르무즈 해협 통과 선박 35척 발표…루비오, 통행료 부과 비난
Iran Says 35 Ships Exited Strait Of Hormuz As Rubio Condemns Tolls
The panel agrees that Iran's claimed transits are significantly higher than independently verified counts, suggesting potential overstatement or tracking gaps. …
6월을 앞두고 반에크 반도체 ETF를 보유해야 할까요?
Is the VanEck Semiconductor ETF the Right ETF to Own as We Head Into June?
The panel is largely bearish on SMH, citing high concentration risk (especially in Nvidia), rich valuation (26x forward P/E), and …
'무위험' 국채 수익률 급등에 채권 투자자들 더 나은 기회 찾아 나서
Surge in 'risk-free' treasury yields sends bond investors in search of better opportunities
The panel agrees that rising yields and inflation pose significant risks, particularly for corporate bonds, and that the Fed's policy …
워시의 연준 '배관' 개편: S, U 영향?
Kevin Warsh's real Fed 'regime change' may happen deep inside Wall Street's plumbing
The panel consensus is bearish, warning of significant risks from Warsh's proposed regime change. Key concerns include potential volatility spikes …