주식 시장 뉴스
최신 금융 뉴스 · 업데이트 7월 04, 2026
7월 15일 전에 UPS를 매수해야 하는 이유
I'm Calling It: UPS Is a Buy Before July 15
The panel is largely bearish on UPS's H2 2026 inflection point narrative, citing volume risks, competition, and the potential for …
지멘스 차노스, 도널드 트럼프와 버니 샌더스가 정부 소유 주식 문제로 한목소리 내자 당황: '이걸 뭐라고 하지...?'
Jim Chanos Stunned As Donald Trump And Bernie Sanders Find Common Ground on Government-Owned Stocks: 'What Do You Call It...?'
The panelists generally agree that the prospect of government equity stakes in AI firms introduces significant risks, including dilution, regulatory …
트럼프 전 행정부 고위 인사 10명, 스페이스X IPO 앞두고 최대 4400만 달러 보유: 윤리 변호사들 "전례 없는 일"
Ten Trump Officials Sit On Up To $44 Million In Record SpaceX IPO: 'No Analogs,' Ethics Lawyers Say
The panelists unanimously expressed bearish sentiments regarding SpaceX's reported IPO, citing concerns about its valuation, governance issues, and potential disruptions …
일본 증시, 월요일 추가 하락 가능성
Japan Shares May Take Further Damage On Monday
The panel consensus is bearish, with the Nikkei 225 expected to face continued downside risk due to global tech weakness, …
트럼프 행정부, 미국 석탄 설비 현대화 및 신규 플랜트 2곳 건설에 8억 5천만 달러 투입 발표
Trump Admin Announces $850MM To Modernize US Coal Capacity, Build 2 New Plants
The panel consensus is bearish on the $850M DPA-backed coal modernization push, citing structural demand decline, high capital intensity, stranded …
은퇴 후 4% 인출 규칙, 당신에게는 통하지 않을 수도 있습니다 — 이 방법을 사용하지 않는다면
The Famous 4% Retirement Rule May Not Work for You -- Unless You Do This
The panel generally agreed that the 4% rule's rigidity is not the main risk, but rather the sequence-of-returns risk and …
VICI Properties Inc.(VICI), 지금 매수할 만한 좋은 주식인가?
Is VICI Properties Inc. (VICI) A Good Stock To Buy Now?
The panelists have mixed views on VICI Properties, with concerns about tenant concentration, potential tenant distress, and rising interest rates, …
글로벌십리스(GSL), 지금 매수할 만한 주식인가?
Is Global Ship Lease, Inc. (GSL) A Good Stock To Buy Now?
The panel consensus is bearish on GSL, with key risks including re-chartering risk post-2027, fleet age, and potential compression of …
기술 ETF 격돌: 지금 투자자에게 SOXX와 IYW 중 더 나은 선택은?
Technology ETF Showdown: Is SOXX or IYW the Better Buy for Investors Right Now?
The panel consensus is that while SOXX (Semiconductors) has shown impressive returns, it's a high-risk, high-volatility play due to its …
캐시 우드의 ARK, 코인베이스·서클 매입…아처·바이두 비중 축소
Cathie Wood’s ARK Buys Coinbase and Circle While Trimming Archer and Baidu
The panel consensus is that ARK's purchase of COIN and CRCL shares during a crypto sell-off is a tactical move …
PBW, 연초 대비 34% 상승에도 5년 주기 금리 사이클마다 반복되는 잔혹한 패턴에 가려져
PBW’s 34% Year-to-Date Gain Masks a Brutal Five-Year Pattern Every Rate Cycle Repeats
The panel generally agrees that PBW's 34% YTD gain is vulnerable to rising interest rates due to its long-duration cash …
뱅크오브아메리카, CFO 교체로 누홀딩스(NU) 투자의견 하향
BofA Downgrades Nu Holdings Ltd. (NU) on CFO Transition
The panel generally agreed that Nu Holdings faces significant risks, including executive turnover, expansion funding, and potential liquidity crunches, which …