주식 시장 뉴스
최신 금융 뉴스 · 업데이트 7월 16, 2026
인텔, 마이크론, 그리고 다른 반도체 주식들은 엔비디아 실적 발표에 앞서 반등세를 이어가고 있습니다
Intel, Micron, and other semiconductor stocks extend bounce ahead of Nvidia earnings
Despite a recent bounce, semiconductor stocks remain fragile due to valuation, macro risks, and fundamental divergences. The sector's rally hinges …
분석가 보고서: 뉴몬트 코퍼레이션
Analyst Report: Newmont Corp
The panel consensus is bearish on Newmont (NEM) due to concerns about volatile free cash flow, dividend pressure, and the …
테더, 한국 상표권 7건 출원… 원화 페깅 USDT 출시 가능성 제기
Tether Files 7 South Korea Trademarks, Sparking Won-Pegged USDT Speculation
Tether's KRW stablecoin trademark filings hint at strategic positioning in South Korea, but regulatory hurdles, especially reserve audits and local …
Citigroup, General Dynamics (GD) 목표가 하향 조정했지만 최근 조정 후 기회 포착
Citigroup Lowers General Dynamics (GD) Target but Sees Opportunity after Recent Pullback
General Dynamics' robust backlog and strong fundamentals are offset by geopolitical tail risks, execution uncertainty, and potential margin compression due …
콜 매수 열풍이 S&P 500에 의미하는 바
What the Call Buying Frenzy Means for the S&P 500
The panel agrees that the market is driven by momentum and sentiment, with tech hardware dominating call volume, but they …
Morgan Stanley, 소식통에 따르면 은행가들에게 중국 방문 시 별도 휴대폰 소지 요청
Morgan Stanley asks bankers to carry a separate phone for China trips, source says
Morgan Stanley's use of dedicated devices for mainland China travel signals rising operational costs and risks for international banks operating …
TD Cowen, 미국 전력(AEP)의 추가 성장을 예상
TD Cowen Sees More Growth Ahead for American Electric Power (AEP)
The panel consensus is bearish on AEP, citing its high valuation, regulatory risks, and execution challenges in accelerating capex. The …
신용 점수는 결함이 있습니다. FICO는 현금 흐름 데이터를 추가하는 새로운 모델을 출시했습니다. 필요한 부양책을 제공할 수 있습니다.
Credit scores are flawed. FICO has a new model that adds cashflow data. It might just offer the boost you need
FICO's UltraFICO with Plaid integration could significantly expand credit access for non-prime borrowers with positive cash flows, potentially benefiting both …
Barclays, Altria(MO) 목표 주가 상향 조정: 섹터 재평가 기회
Barclays Raises Altria (MO) Price Target on Potential Sector Re-Rating Opportunity
The panel consensus is bearish on Altria, with concerns about slowing nicotine pouch growth, competition, and the risk of FDA …
투자자들은 엔비디아가 빅테크 동종업체처럼 현금 수익을 늘리지 않는다고 페널티를 줄 수 있다
Investors might be penalizing Nvidia for not boosting cash returns like its Big Tech peers
The panelists debate Nvidia's capital allocation strategy, with some arguing for increased dividends to stabilize ownership and attract income-oriented investors, …
'플립은 정말 골치 아프다' 데이브 램지 — 12만 5천 달러 투자자에게 '부동산 소유에는 수동적인 것이 전혀 없다'고 말하다
'Flips Are A Pain In The Butt,' Dave Ramsey Says — Investor With $125K Told 'There's Nothing Passive About Owning Real Estate'
The panel consensus is that real estate, particularly flipping, requires active management and is not a passive investment. They advise …
Jefferies, 코테라 거래 후 데본 에너지(DVN) 상승 견인할 여러 촉매제 전망
Jefferies Sees Multiple Catalysts Driving Devon Energy (DVN) Higher after Coterra Deal
Despite Devon Energy's (DVN) attractive free cash flow yield and potential catalysts from the Coterra merger and asset divestments, panelists …