주식 시장 뉴스
최신 금융 뉴스 · 업데이트 7월 21, 2026
지금이라도 엔비디아를 매수하기에 늦지 않았습니다. '매수 후 보유하라, 단타하지 말라'고 말하는 이유는 다음과 같습니다.
It's not too late to buy Nvidia. Here are the reasons we say 'own it, don't trade it'
The panelists generally agreed that NVDA's valuation is attractive on the surface, but they raised significant concerns about the sustainability …
불펜 주식으로 편입, 소량 매수로 성장 공간 확보
We're calling up a Bullpen stock, buying small to give us room to build
The panel consensus is bearish on FedEx, with the key risk being the 'leverage trap' and loss of stable cash …
일론 머스크, 샘 알트만 및 OpenAI에 대한 소송에서 3주간의 재판 끝에 패소
Elon Musk loses court battle against Sam Altman and OpenAI after 3-week trial
The jury dismissed Musk's claims against OpenAI on statute-of-limitations grounds, removing a significant legal overhang for Microsoft's multi-year OpenAI partnership …
트럼프, 중동 지도자 요청으로 '내일 예정된 이란 공격' 연기한다고 밝혀
Trump says he's postponing 'scheduled attack of Iran tomorrow' at Middle East leaders' request
The postponement of the strike on Iran is seen as a temporary pause rather than a resolution, with markets likely …
Seagate, CEO가 새로운 공장을 건설하는 데 "너무 오래 걸릴 것"이라고 말하면서 메모리 매각 주도
Seagate leads memory sell-off as CEO says it would 'take too long' to build new factories
Panelists agree that Seagate's decision not to build new factories reflects capital discipline, but there's debate on whether this strategy …
트럼프의 복수 투어 다음 목표, 켄터키 공화당 의원 토마스 매시
Kentucky Republican Thomas Massie is Trump revenge tour's next target
The panel discusses the implications of Trump's endorsement and funding in the Kentucky primary, with most agreeing that a Massie …
엔비디아 강세론자들, 실적 발표 앞두고 힘겨운 싸움 벌여
Nvidia bulls mount uphill battle into earnings
Despite bullish options activity, NVDA's history of post-earnings declines and potential supply constraints pose significant risks, while the elevated implied …
자문사들이 앱 대신 AI 인프라에 베팅하는 이유
Why Advisors Are Betting on AI Infrastructure Over Apps
Despite risks such as stranded assets, utility trap, and policy risks, the panel largely agrees that AI infrastructure can be …
대부분의 은퇴자는 ‘더 저렴한’ 도시로 이사할 때 예상치 못한 5가지 지출을 보지 못합니다. 준비하는 방법
Most retirees don't see these 5 expenses coming when they move to a ‘cheaper’ city. Here's how to get prepared
The discussion highlights the complexities of retirement relocation, with valid points on both sides. While there are potential savings in …
HSBC, 2026년 및 2027년 은 가격 전망 상향 조정하지만 상승 여력 제한적 경고
HSBC Raises Silver Forecasts for 2026 and 2027 but Warns Upside May Be Limited
The panel largely agrees that HSBC's revised silver price forecasts are bearish, driven by a shrinking deficit and softening demand, …
Cerebras 주식, 급등세로 거래 시작. Nvidia 및 AMD 따라잡기까지는 아직 갈 길이 멀다.
Cerebras Stock Opened Trading with a Wild Rally. It Still Has a Lot of Runway Before It Catches Up with Nvidia and AMD.
The panel consensus is bearish on Cerebras' (CBRS) valuation, with key concerns being its lack of proven, sustained revenue, the …
마크 큐반: '나는 졌다.' 그의 첫 85개 샤크 탱크 투자에 2천만 달러를 투자한 후 손실을 보았다
Mark Cuban: 'I’ve gotten beat.' After investing 20M into his first 85 Shark Tank investments they lost money
The panel agrees that the article misrepresents Mark Cuban's Shark Tank portfolio as a cautionary tale for retail investors, while …