주식 시장 뉴스
최신 금융 뉴스 · 업데이트 7월 22, 2026
분석 보고서: 사이먼 프로퍼티 그룹 Inc
Analyst Report: Simon Property Group Inc
The panel's net takeaway is that while Simon Property Group's (SPG) shift to a pure-play REIT model and consolidation of …
RTX: 레이시온, 해군연구소로부터 계약 수주
RTX: Raytheon Gets Contract From Office Of Naval Research
The panel agrees that the Raytheon (RTX) contract for software-defined radar is early-stage R&D with limited near-term impact, despite its …
영란은행, 금리 인상 불필요…IMF "오히려 인하 고려해야 할 수도"
Bank of England does not need to hike interest rates, says IMF — it may even need to cut
The panel is largely bearish, with concerns about persistent inflation, stagflation risks, and the UK's fiscal constraints. The IMF's growth …
AI 로켓 주식과 다시 주목받는 주식 일부 매도
We're trimming an AI rocket ship of a stock and one that's now back in favor
Panelists agree that Cramer's trims of ARM and CRWD reflect risk management rather than a rejection of the AI thesis, …
트럼프, 국세청(IRS) 제기한 100억 달러 소송 철회
Trump drops $10 billion lawsuit against IRS
The Trump Organization's voluntary dismissal of a $10 billion IRS suit with prejudice, potentially signaling a shift in executive branch …
Meta, 이번 주부터 감원 시작: Zuckerberg의 회사 내 혹독한 AI 현실
Meta layoffs starting this week stress harsh AI reality inside Zuckerberg’s company
Meta's high-stakes AI bet is risky due to potential talent loss, uncertain ROI, and execution risks, but could pay off …
‘이것은 나쁜 일이다’: 전략가들은 재고가 고갈됨에 따라 몇 주 안에 유럽의 석유 부족이 발생할 것이라고 경고합니다.
‘This is bad’: Strategists see European oil shortages within weeks as inventories are depleted
The panel agrees that Europe faces an acute oil supply crunch due to Hormuz disruptions, with low inventories and potential …
JPMorgan의 부유층 여름 독서 목록에는 AI, 리더십, 레몬에 관한 책이 포함됩니다
JPMorgan's summer reading list for the wealthy includes books on AI, leadership and lemons
The panel discusses JPMorgan's reading list for ultra-high-net-worth clients, highlighting themes of AI, longevity, and generational wealth transfer. While some …
170년 역사의 명품 패션 소매업체, 21개 매장 조용히 폐쇄
170-year-old luxury fashion retailer quietly closes 21 stores
Despite cost savings and store rationalization, Burberry faces significant headwinds from weak Asia-Pacific demand, reliance on wholesale partners, and potential …
유나이티드헬스그룹 주식, 버크셔 해서웨이가 건강 보험 회사 지분 매각하면서 하락
UnitedHealth Group stock slides after Berkshire Hathaway exits position in the health insurer
The panelists generally agree that Berkshire Hathaway's sale of its entire UnitedHealth stake is likely a portfolio rebalancing move rather …
주간 주식 목록
Weekly Stock List
The panel consensus is that Argus' Focus List lacks sufficient data for investors to make informed decisions, with high turnover …
Kioxia, AI 메모리 칩 호황 속 미국 ADS 상장 계획
Kioxia plans U.S. ADS listing amid AI memory chip boom
Panelists are divided on Kioxia's U.S. ADS listing and Q2 guidance. While some see it as a 'sell the news' …