주식 시장 뉴스
최신 금융 뉴스 · 업데이트 7월 04, 2026
"채팅은 죽었다": 오픈AI의 상장 전 대변신, "슈퍼앱"으로의 변신
'Chat Is Dead': OpenAI's Pre-IPO Makeover Into A "Superapp"
The panel is largely bearish on OpenAI's 'superapp' pivot, citing structural risks such as mismatched business models, high burn rates, …
메모리 주식 선택이 고민되나요? 이 ETF가 주요 기업 모두에 투자합니다
Not Sure Which Memory Stock to Buy? This ETF Invests in All the Big Players
The panel consensus is bearish on the DRAM ETF, citing cyclical memory pricing, high expense ratio, and concentrated holdings in …
트럼프, 디에고 가르시아 군사기지 있는 차고스 군도 매입 검토
Trump Weighs Plan To Buy Chagos Islands, Home To Diego Garcia Military Base
The panel agrees that the US considering a direct purchase of the Chagos Islands signals potential geopolitical friction and uncertainty, …
IATA: 유가 1000억 달러 급등에 올해 항공사 수익 절반 감소 전망
Airline profits set to halve this year as fuel costs jump by $100 billion: IATA
The panel agrees that the airline industry faces significant margin compression due to rising fuel costs, with a potential 'margin …
워런 버핏의 버크셔 해서웨이, 신문 대기업 지분 3배 확대
Warren Buffett's Berkshire triples stake in newspaper giant
The panelists agree that Berkshire's increased stake in NYT reflects a bet on the subscription model, but they disagree on …
더 나은 항공우주 ETF: 테마의 NASA(스페이스X 포함) vs. U.S. 글로벌의 JETS
Better Aerospace ETF: Tema's NASA (Which Includes SpaceX) vs. U.S. Global's JETS
The panel consensus is that NASA is a high-risk, high-reward play, with significant concerns around liquidity, valuation opacity, and regulatory …
스페인식 정전 위험 증가, ERCOT "보스턴 규모 데이터센터 부하 차단" 경고
Spain-Style Blackout Risk Rises As ERCOT Flags Boston-Sized Data Center Loads Tripping Offline
ERCOT's voltage ride-through failures pose a significant risk to grid stability, potentially leading to cascading outages. While ERCOT is actively …
Sinch, CEO 라우린다 팡 사임… 조나스 달버그 임시 CEO 선임
Sinch Says CEO Laurinda Pang To Step Down; Appoints Jonas Dahlberg Acting CEO
Sinch's CEO departure and CFO Dahlberg's acting appointment signal internal instability and lack of clear strategic direction, with the market …
Carlyle, 승계 거래로 한국 청호그룹 인수…조건은 공개되지 않아
Carlyle To Buy South Korea's Chung Ho Group In Succession Deal; Terms Not Disclosed
The panelists have a mixed view on Carlyle's acquisition of Chung Ho Group, with concerns around the long closing date, …
네덜란드 62세 남성, 꿈에 그리던 챗봇과 결혼
Skynet Soulmate: 62 Year Old Dutch Man Marries The Chatbot Of His Dreams
While the discussion highlights the growing acceptance of AI companions, the panelists agree that the key risk lies in regulatory …
Agora(API) CEO, 최대 2천만 달러 규모 주식 매입 예정
Agora (API) CEO to Purchase up to $20M in Stock
Despite Q1 beats and CEO's $20M buyback, panelists are cautious due to lack of Agent Studio traction metrics, geopolitical risks, …
CONL, 코인베이스 등 레버리지 ETF, 변동성 세금에 연초 대비 각각 67%, 33% 급락
CONL Lost 67% Year to Date While Coinbase Fell 33%, Exposing the Volatility Tax in Daily-Reset Leverage
The panel consensus is bearish on CONL, with key risks including high volatility, structural issues with COIN, and potential liquidity …