주식 시장 뉴스
최신 금융 뉴스 · 업데이트 7월 17, 2026
주식 시장 오늘, 5월 19일: UiPath, 한국 자동화 클라우드 출시로 하락세, 지역 기업 수요 시험대
Stock Market Today, May 19: UiPath Slips as Korea Automation Cloud Launch Tests Regional Enterprise Demand
The panel is largely bearish on UiPath's Korea Automation Cloud launch, with investors assigning little immediate value to the news. …
뉴욕 호텔 노동자 조합, 월드컵 개막을 앞두고 파업을 피하기 위한 합의 도달
New York hotel workers union reaches deal to avoid strike ahead of World Cup
The panel consensus is bearish on the NYC hotel labor deal, with concerns about margin compression due to 50% wage …
미국 국채, 전략가들 "확실히 '위험 구역'에 진입"
U.S. Treasurys are now firmly in the 'danger zone,' strategists say
The panel agrees that rising long-term yields pose a significant risk to equities, with a potential 'danger zone' around 4.65-5.5% …
트럼프의 중국향 엔비디아 칩 25% 관세 부과 역효과 — 베이징, H200 구매 단 한 건도 승인 안 해, 황에게 300억 달러 손실
Trump's 25% cut on Nvidia chips sold to China backfired — Beijing won't approve a single H200 purchase, costs Huang $30B
The panel consensus is that Nvidia's China revenue remains effectively zero, with the recent H200 blockage being a known factor …
달러가 원유 가격 하락과 주식 반등으로 하락
Dollar Falls as Crude Prices Slide and Stocks Rebound
The panel discussed the dollar's movement driven by geopolitical tensions, oil prices, and central bank policies. They agreed that the …
Tower Semiconductor (TSEM) 2027년 매출 13억 달러 실리콘 포토닉스 고객 계약 체결
Tower Semiconductor (TSEM) Signs $1.3B Silicon Photonics Customer Contracts for 2027 Revenue
Tower Semiconductor's $1.3B SiPho contract and $290M prepayments signal strong AI data-center demand, but execution risks, competitive pressures, and potential …
STMicroelectronics (STM), 다음세대 초저전력 글로벌 셔터 이미지 센서 출시
STMicroelectronics (STM) Introduces Next-Gen Ultralow-Power Global-Shutter Image Sensors
STM's VD55G4/VD65G4 sensors offer a compelling 10x power reduction for wearables and edge AI, but market traction, competition, and execution …
앱리안 주식이 CRO가 5,000주 이상 구매한 후 매수할 만한가?
Is Appian Stock a Buy After the Chief Revenue Officer Acquired Over 5,000 Shares?
Despite a CRO's $100k open-market buy, panelists remain bearish due to Appian's low profitability, high competition, and structural risks.
POET Tech (POET), Lumilens와 전략적 공동 개발 및 공급 계약 체결
POET Tech (POET) Enters Strategic Joint Development, Supply Agreement with Lumilens
The panel consensus is bearish on POET's joint agreement with Lumilens due to significant execution risks, potential dilution, and dependency …
Vishay Intertechnology (VSH) 신규 과도 전압 억제기 출시
Vishay Intertechnology (VSH) Introduces New Transient Voltage Suppressors
The panel generally views Vishay's new 3000 W TVS series as a solid engineering achievement but incremental rather than transformative …
Ambiq Micro (AMBQ) 2026년 1분기 GAAP 순매출 2,510만 달러 기록
Ambiq Micro (AMBQ) Reports Q1 2026 GAAP Net Sales of $25.1M
Despite strong YoY revenue growth, Ambiq's path to profitability remains uncertain due to high operating expenses and dependence on a …
골드만삭스, 1분기 투자은행 수수료 급증 후 주식을 매수해야 할까요?
Should You Buy Goldman Sachs Stock After Its Investment Banking Fees Surged in Q1?
The panelists generally agree that Goldman Sachs' strong Q1 performance is driven by a cyclical M&A boom, but they express …