주식 시장 뉴스
최신 금융 뉴스 · 업데이트 7월 04, 2026
트럼프 "미국, 호르무즈 해협 통해 석유 1억 배럴 이상 비밀리에 이동시켜"
Trump says U.S. secretly moved more than 100 million barrels of oil through Strait of Hormuz
The panel generally agrees that the U.S. is coordinating naval operations in the Strait of Hormuz, but the claim of …
미 국토안보부, 투표한 불법 이민자 추방 지시
DHS Directs ICE To Deport Illegal Aliens Who Vote In American Elections
The panel is divided on the immediate impact of the DHS directive, with some expecting symbolic enforcement and others warning …
크라우드스트라이크 주식 분할 전에 매수해야 할까?
Should You Buy CrowdStrike Before Its Stock Split?
The panel consensus is bearish, warning that CrowdStrike's (CRWD) current valuation of 120x forward earnings is unsustainable and risks compression, …
IBIT vs. FBTC: 어떤 비트코인 ETF가 더 나을까?
IBIT vs. FBTC: Which Bitcoin ETF Is Better?
While both funds have their merits, the panel consensus leans towards Fidelity's FBTC due to its self-custody model reducing counterparty …
연금 수령액이 조용히 줄어들 수 있는 3가지 예상치 못한 이유
Three Unexpected Reasons Your Social Security Check Could Quietly Get Smaller
The panel agreed that the article oversimplifies Social Security claiming strategies, neglects crucial tax implications, and serves primarily as a …
에너지엑스 CEO "리튬 수요 대폭 증가 전망"
Massive Increase in Lithium Demand Coming, Says EnergyX CEO
The panel is divided on the lithium supply crunch narrative, with some arguing that demand growth may not translate to …
Wayfair는 잊고, 영원히 매수·보유할 깊게 할인된 소비재 거대기업 1곳
Forget Wayfair: 1 Deeply Discounted Consumer Giant to Buy and Hold Forever
The panel largely agrees that P&G's current valuation is not a 'deep discount' given its low-single-digit organic growth profile and …
넷플릭스 부진 주가, 새로운 스토리 필요… AI는 답 아니다
Netflix’s Underperforming Stock Needs a New Story. It Can’t Be AI.
The panel's consensus is that Netflix's current valuation is vulnerable due to slowing subscriber growth, rising content costs, and unproven …
노르딕 에너지 CEO, 석유·경기 전망에 직설적 경고
Nordic energy CEO sends blunt warning on oil and economy
Despite the geopolitical risk highlighted by the Hormuz closure, the panel agrees that the transition to renewables faces significant hurdles, …
건강한 협력: 북부 대학들이 NHS 트러스트와 연계해 혁신을 주도하는 방법
Healthy cooperation: how northern universities are linking with NHS trusts to drive innovation
The panel discusses the potential of university-NHS partnerships for driving regional economic growth and innovation, but raises significant concerns about …
애덤 스미스의 10가지 불변의 교훈
10 Enduring Lessons From Adam Smith
While Adam Smith's ideas remain relevant, relying solely on 'laissez-faire' principles ignores the need for active regulatory oversight and selective …
마벨 주가, 오늘 급등한 이유는?
Why Marvell Stock Popped Today
The panel consensus is bearish, with the key risk being the high valuation (47x FCF) that assumes flawless execution and …