주식 시장 뉴스
최신 금융 뉴스 · 업데이트 7월 21, 2026
우리는 취약성, 실패, 부정, 그리고… 분노를 최적화했습니다
We've Optimized Fragility, Failure, Denial, And... Rage
The panel generally agrees that while optimization has led to fragility in supply chains, debt, and corporate power, the system …
Google I/O 프리뷰: Alphabet의 AI 쇼케이스는 월스트리트를 사로잡을 기회
Google I/O primer: Alphabet's AI showcase is its chance to wow Wall Street
The panelists generally agree that while Alphabet's AI stack shows promise, the primary concern is monetization. The shift towards agentic …
Amazon, Meta, Microsoft의 AI 데이터 센터 추진에 강력한 반발 직면 — 미국인 10명 중 7명은 근처에 허브를 원하지 않아
Amazon, Meta And Microsoft's AI Data Center Push Faces Strong Revolt— Seven In 10 Americans Don't Want Hubs Near Them
Despite 71% national opposition to local AI data centers, the panel agrees that job creation and tax revenue at the …
CNRG와 PBW 모두 청정 에너지를 추적하지만, 최근 하락장에서 하나는 61% 하락했고 다른 하나는 23% 하락했습니다.
CNRG and PBW Both Track Clean Energy but One Fell 61% in the Last Downturn While the Other Lost 23%
The panelists generally agree that CNRG's utility-heavy mandate provides downside protection but may struggle to outperform broad market benchmarks due …
Dell 주식 팬 여러분, 5월 28일을 달력에 표시하세요
Dear Dell Stock Fans, Mark Your Calendars for May 28
Dell's upcoming earnings on May 28 will be crucial in validating its guidance of 23% revenue and 33% EPS growth, …
브래킷 채우기 로스 전환으로 부부의 세금 14,000달러 절감
How Bracket-Filling Roth Conversions Cut This Couple’s Tax Bill by $14,000 a Year
The panel consensus is bearish on the strategy, highlighting risks such as static tax law assumptions, liquidity needs, IRMAA surcharges, …
S&P Global 주가가 오늘 시장을 앞선 이유
Why S&P Global Stock Topped the Market Today
The panel is bearish on S&P Global's spinoff of Global Mobility (Carfax), with key concerns being the new entity's heavy …
Nvidia는 두 번째로 큰 AI 투자 비중을 확대했습니다. 투자자는 따라야 할까요?
Nvidia Doubled Down on Its Second-Largest AI Holding. Should Investors Follow Suit?
Despite Nvidia's significant investment, CoreWeave's high capital intensity, dependence on Nvidia chips, and potential competition from hyperscalers' custom silicon pose …
Vanguard의 VXUS vs Schwab의 SCHE: 이 국제 ETF의 위험, 수익률 및 분산화 비교
Vanguard's VXUS vs. Schwab's SCHE: How These International ETFs Compare on Risk, Returns, and Diversification
The panelists generally agreed that VXUS and SCHE serve different purposes and are not direct substitutes, with VXUS offering diversification …
테슬라, 2024년 이후 처음으로 모델 Y 가격 인상. 주식 매수 시점인가요?
Tesla Just Hiked Model Y Prices for the First Time Since 2024. Time to Buy the Stock?
The panel consensus is bearish, with concerns about Tesla's inventory buildup, pricing strategy, and high capex requirements. They agree that …
억만장자 스탠리 드러켄밀러는 여전히 엔비디아를 매수하지 않는다. 하지만 그는 AI 붐의 다음 단계를 이끄는 이 3개 주식에 막대한 투자를 했다.
Billionaire Stanley Druckenmiller Still Isn't Buying Nvidia. But He Just Loaded Up on These 3 Stocks Driving the Next Stages of the AI Boom.
Druckenmiller's Q1 purchases suggest a measured exposure to AI's supply chain rather than a wholesale shift, with tiny position sizes …
Joby Aviation을 2026년에 매수, 매도 또는 보유해야 할까요?
Is Joby Aviation a Buy, Sell, or Hold in 2026?
The panel consensus is bearish on Joby Aviation, with key concerns being the high dependence on flawless FAA certification, uncertain …