주식 시장 뉴스
최신 금융 뉴스 · 업데이트 7월 04, 2026
AI 미래를 둘러싼 격전: 앤트로픽 대 오픈AI의 숨은 전쟁
Anthropic v. OpenAI: Behind the bitter battle for the future of AI
The panel consensus is bearish on the simultaneous IPOs of OpenAI and Anthropic, citing structural fragility, accounting ambiguities, regulatory risks, …
SpaceX 주식 얻는 법 — IPO 없이
How to get SpaceX stock — without buying the IPO
The panel consensus is bearish on SpaceX's IPO, citing risks such as forced buying by passive funds, extreme valuation, and …
SpaceX 주가, 사상 최대 규모 IPO 후 $150에 개장
SpaceX stock opens at $150 following largest IPO ever
The panel has a bearish consensus on SpaceX's IPO, citing concerns about profitability opacity, heavy reliance on government contracts, and …
Roper Technologies, Inc. (ROP), 지금 매수하기 좋은 주식일까?
Is Roper Technologies, Inc. (ROP) A Good Stock To Buy Now?
The panel consensus is bearish on Roper Technologies (ROP), with key concerns being the potential slowdown in M&A activity due …
SpaceX, 사상 최대 $75 Billion 데뷔로 30% 급등… 일론 머스크 세계 최초 조 달러 억만장자
SpaceX Soars 30% in Record $75 Billion Debut as Elon Musk Becomes the World’s First Trillionaire
Despite SpaceX's record IPO and Musk's trillionaire status, panelists express concerns about the company's operational losses, cash burn, and governance …
애널리스트 리포트: 오라클 Corp
Analyst Report: Oracle Corp
The panel is divided on Oracle's capex ramp, with some seeing it as necessary for cloud expansion and AI workloads, …
애널리스트 리포트: BJ's Wholesale Club Hldg Inc
Analyst Report: BJ's Wholesale Club Hldg Inc
The panel consensus is bearish on BJ's Wholesale Club (BJ) due to its heavy reliance on membership fees for profitability, …
5월 CPI 상승, 금리 인하 기대에 찬물 끼얹어
Hot May CPI sticks a pin in Fed rate-cut bets
The panel agrees that the recent CPI increase, driven by energy prices, will keep the Fed on hold, reducing near-term …
싱가포르 은행 DBS, 소매 고객 대상으로 토큰화 금 제공 확대
Singapore bank DBS to offer tokenised physical gold to retail customers
DBS's tokenized gold offering is a strategic move to widen retail access and leverage Singapore's gold hub status, but its …
스페이스X 상장 첫날, 매수해야 할까?
Should You Buy SpaceX on Its First Day of Trading?
The panel consensus is bearish on SpaceX's IPO, citing high valuation, heavy capex requirements, regulatory risks, and potential selling pressure …
증시 오늘, 6월 11일: 슈퍼 마이크로, 70억 달러 자금 조달에 AI 주문 이행에 대한 관심 집중되며 상승
Stock Market Today, June 11: Super Micro Rises as $7 Billion Financing Shifts Focus to AI Order Fulfillment
The panel is largely bearish on SMCI's recent equity raise, citing potential dilution, cancellable backlog, execution risks, and margin compression …
역대 가장 기상천외한 월드컵을 만든 경제적 요인은?
Why the economics makes this the craziest world cup ever
The panel is largely bearish on the 2026 World Cup's dynamic pricing model, citing risks such as potential demand collapse, …