주식 시장 뉴스
최신 금융 뉴스 · 업데이트 8월 22, 2026
스페이스X 주식, 사상 최저치 기록 후 반등 시도
SpaceX stock trying to recover after hitting all-time low
The panel is neutral on SpaceX's recent performance, with concerns over the upcoming lockup expiration, Starlink's profitability, and the lack …
아틀라시안(TEAM), AI 지형도 속 전략적 입지 강화
Atlassian’s (TEAM) Strategic Position in the AI Landscape
The panel's consensus is bearish on Atlassian (TEAM), with key risks including AI-native project management tools displacing Jira, potential margin …
세일즈포스(CRM)의 기업 환경 AI 도입에 미치는 영향
Salesforce’s (CRM) Impact on AI Deployment in Corporate Environments
Panelists debate Salesforce's (CRM) potential as a 'system of record' for AI, with concerns about execution risk, AI commoditization, and …
보잉 2분기 실적 발표 하이라이트
Boeing Q2 Earnings Call Highlights
Boeing's Q2 shows operational momentum but masks persistent profitability issues and significant risks, primarily related to defense program charges and …
유가 후퇴했지만, 호르무즈 해협은 여전히 변수다
Oil Prices Retreat, But the Strait of Hormuz Remains the Wild Card
The panel is divided on the impact of Hormuz negotiations and OPEC+ output decisions, with most participants expressing bearish sentiments …
페이팔 홀딩스, 최신 실적 발표 후 매수 적기인가?
Is PayPal Holdings a Buy After Its Latest Earnings Report?
PayPal's Q2 earnings beat and TPV growth signal progress, but persistent competitive pressure and structural decay in take-rates pose significant …
2026년 레이더망 아래 숨은 버크셔 해서웨이의 주식 선택
The Berkshire Hathaway Stock Pick Flying Under the Radar in 2026
The panel consensus is that Occidental Petroleum (OXY) is a high-risk, high-beta bet on oil prices, with Berkshire Hathaway's involvement …
더 나은 AI 주식: 마이크론 vs 웨스턴디지털
Better AI Stock: Micron or Western Digital?
The panelists agree that the article is biased and lacks specific financial metrics. They are cautious about Micron (MU) and …
밤사이 모스크바에 드론 약 400대 공격, 젤렌스키는 워싱턴 방문해 트럼프 설득 시도
Nearly 400 Drones Target Moscow Overnight, With Zelensky In Washington Seeking To Sway Trump
While the 400-drone strikes signal Ukraine's growing asymmetric capability, there's no consensus on their strategic impact. Russia's adaptive air defenses …
인도 Z세대, 모디 총리에게 '듣고, 답하고, 행동하라' 압박…집권당 약점 노출
India's Gen Z forced Modi to listen, respond and act — exposing chinks in the ruling party's armor
The resignation of Dharmendra Pradhan and the formation of a task force are seen as tactical concessions by the BJP …
스페이스X 약세론자, 가치 평가엔 맞고 시점엔 틀렸나
SpaceX Bears May Be Right On Value And Wrong On Timing
The panel largely agrees that SPCX is overvalued and faces significant risks, with the upcoming earnings and share unlock being …
미 재무부, 극과 극 경매서 1390억 달러 매각: 2년물 '대박' vs 5년물 '쪽박'
US Treasury Sells $139BN In Two Polar Opposite Auctions: A Stellar 2Y And A Dismal 5Y
The panelists agree that there's a stark divergence between the 2Y and 5Y auctions, signaling differing views on the curve. …