주식 시장 뉴스
최신 금융 뉴스 · 업데이트 7월 21, 2026
연준의 2026년 금리 인하 경로가 PFFA의 9.5% 수익률을 좌우할 것
The Fed’s 2026 Cutting Path Will Make or Break PFFA’s 9.5% Yield
The panel consensus is bearish on PFFA, citing concerns about NAV erosion, credit risks, and potential distribution cuts. The fund's …
Ambiq Micro (AMBQ) AI 웨어러블 모멘텀에 힘입어 목표가 대폭 상향 조정
Ambiq Micro (AMBQ) Gets A Huge Target Increase As AI Wearables Gain Momentum
The panel's net takeaway is that Ambiq Micro's (AMBQ) recent stock performance and analyst upgrades are largely driven by momentum …
Oshkosh Corporation (OSK)은 백로그가 기록적인 수준에 도달함에 따라 매수할 만한 최고의 중장비 주식 중 하나인가?
Is Oshkosh Corporation (OSK) Among the Best Heavy Equipment Stocks to Buy as Backlogs Hit Records?
The panelists generally agree that OSK's record backlogs are not a sufficient buy signal due to potential margin compression in …
여기 왜 Astec Industries, Inc. (ASTE)가 기록적인 재고량에 힘입어 매수할 만한 최고의 중장비 주식 중 하나인지
Here is Why Astec Industries, Inc. (ASTE) is Among the Best Heavy Equipment Stocks to Buy as Backlogs Hit Records
Despite Astec's Q1 revenue beat and strong Materials Solutions growth, panelists express concerns about the company's ability to convert backlogs …
씨티와 블랙록의 HPS, 프라이빗 캐피털 프로그램 협력
Citi and BlackRock’s HPS team up on private capital programme
The panel is bearish on Citi and BlackRock's €15bn private capital program, citing moral hazard, potential defaults, reputational risk, and …
Titan International, Inc. (TWI): 기록적인 백로그에 따라 매수할 최고의 중장비 주식 7선
Titan International, Inc. (TWI): 7 Best Heavy Equipment Stocks to Buy as Backlogs Hit Records
The panel's net takeaway is that while TWI's Q1 beat and Earthmoving growth are positive, the company faces significant risks …
Hyster-Yale (HY), 산업 불확실성 속 주주 수익 증대
Hyster-Yale (HY) Boosts Shareholder Payout Despite Ongoing Industrial Uncertainty
The panelists generally view Hyster-Yale's dividend hike as a cautious sign of confidence, but they express concerns about cyclical demand, …
Terex (TEX), 마진 확대 기대감 속 주요 업그레이드 확보
Terex (TEX) Lands A Major Upgrade As Margin Expansion Expectations Grow
The panel's net takeaway is that Terex's (TEX) upgrade and record backlogs suggest an improving cycle, but the 27% upside …
월스트리트, CNH Industrial (CNH)에 대한 신중론 확산
Why Wall Street Is Growing More Cautious On CNH Industrial (CNH)
CNH faces near-term headwinds due to agricultural demand weakness and high fertilizer costs, but record backlogs and potential infrastructure-driven demand …
모닝 미닛: SEC, 토큰화된 주식에 대한 입장 번복, HYPE 급등
Morning Minute: SEC Reverses Course on Tokenized Stocks, HYPE Soars
The panel consensus is that while the SEC's leaning towards allowing third-party tokenized stocks is a positive development, it may …
Wabash National (WNC) 목표가 하향 조정, 화물 회복 신호 불확실
Wabash National (WNC) Gets A Lower Target As Freight Recovery Signals Remain Uncertain
The panel is divided on WNC's outlook, with concerns about financing uncertainty, weak revenue, and potential demand destruction outweighing signs …
SpaceX, IPO 열풍 시작 — 주식 분할 열광도 되살리다
SpaceX Is Kicking Off IPO Mania -- but It's Also Reviving Stock-Split Euphoria
The panel is largely bearish on SpaceX's IPO, citing aggressive valuation, regulatory risks, and unproven execution of Starlink and xAI …