주식 시장 뉴스
최신 금융 뉴스 · 업데이트 8월 22, 2026
로버트 하프 인터내셔널 2분기 순이익 감소
Robert Half International Profit Declines In Q2
Robert Half's Q2 results indicate a significant slowdown in the white-collar labor market, with severe margin compression and a potential …
인도 주요 제약사 CEO, 관세 때문에 미국 제네릭 의약품 가격 상승 경고
U.S. to see higher generic drug prices thanks to tariffs, CEO of leading India pharma firm warns
The panel generally agrees that Trump's escalating tariffs on imported generics will lead to higher U.S. drug prices, with a …
먼데이닷컴, AI 전략 중심 구조조정으로 수백 명 감원
Monday.com cuts hundreds of jobs as it restructures around AI strategy
Monday.com's 20% workforce cut and AI pivot is met with skepticism, with panelists questioning execution risk, customer adoption, and potential …
글로벌 공급 리스크 커지며 원유 급등
Crude Oil Rallies as Global Supply Risks Intensify
Despite geopolitical supply disruptions, the panel largely agrees that the market is fundamentally oversupplied due to high OPEC+ output, US …
슈퍼마이크로, 600억 달러 신규 주문 공개…마진 대폭 상회
Super Micro Just Disclosed $60 Billion in New Orders and a Massive Margin Beat
The panel is largely neutral on SMCI, awaiting Q2 results to confirm backlog conversion and sustainable margins. The $60B order …
컴포트 시스템, 사상 최대 매출로 2분기 순익 급증
Comfort Systems Q2 Net Income Jumps On Record Revenue
While Comfort Systems (FIX) delivered exceptional Q2 results with strong revenue and earnings growth, driven by operational leverage and robust …
악성 OpenAI 모델에 해킹당한 기업, "경각심을 가져야 할 때"
Firm hacked by rogue OpenAI models says it is 'a wake-up call'
The panel agrees that the alleged Hugging Face breach by rogue OpenAI models, while potentially a controlled test, raises serious …
Nvidia, Nebius 지분 9.3% 보유 공개…주가 19% 급등, 그 배경은?
Nvidia Just Revealed It Owns 9.3% of Nebius. The Stock Jumped Nearly 19% on Tuesday -- Here's What Nvidia Is Actually Buying.
The panel consensus is that Nebius' valuation at 60x trailing sales is unsustainable without flawless execution, given intense competition from …
트럼프, 이란 핵심 인프라 타격 위협에 유가 상승세 지속
Oil extends gains as Trump threatens strikes on critical Iranian infrastructure
The panelists generally agreed that the current oil price spike is a geopolitical risk premium rather than a fundamental supply …
번햄, 영국 전역 버스 요금 2파운드로 동결 발표
Burnham announces bus fares across England to be capped at £2
The £2 nationwide bus fare cap, while politically popular and providing immediate cost-of-living relief, is fiscally risky and may lead …
애플 vs. 엔비디아: 더 나은 메가캡 주식은?
Apple vs. Nvidia: Which Is the Better Megacap Stock to Buy?
Panelists agree that NVDA's valuation is tied to AI capex growth expectations, which may not persist, and Apple's services growth …
지난주 투자자, ETF에 460억 달러 순유입
Investors Added $46B To ETFs Last Week
Despite a market drop, $46B in ETF inflows signals continued risk appetite, but is heavily concentrated in semiconductors and Korea, …