주식 시장 뉴스
최신 금융 뉴스 · 업데이트 8월 22, 2026
모두가 포르투갈을 쫓을 때, 현명한 미국 은퇴자들은 조용히 이곳으로 향한다
Everyone’s Chasing Portugal. Smart American Retirees Are Quietly Moving Here Instead
The panel generally agrees that Greece's Article 5B tax regime presents an attractive tax arbitrage opportunity for retirees, but the …
FIFA, 월드컵 사상 최대 150억 달러 수익 발표 예정… 기대치 대폭 상회
Fifa to announce record $15bn World Cup revenue, smashing expectations
Despite record revenues, FIFA's financial sustainability is questioned due to heavy reliance on one-off windfalls, opaque finances, and potential regulatory …
이 뜨거운 AI 인프라 주식, 판도를 바꿀 움직임 포착. NBIS 투자 전략은.
This Red-Hot AI Infrastructure Stock Just Made a Game-Changing Move. How to Play NBIS Here.
The panel is bearish on Nebius (NBIS) due to concerns about earnings quality, reliance on a single customer (Reflection AI), …
일라이 릴리, 아타이베클리 28억 달러에 인수…$LLY 주가 영향은?
Eli Lilly Is Buying AtaiBeckley in $2.8 Billion Deal. What It Means for LLY Stock
The panel is divided on Eli Lilly's acquisition of ATAI, with concerns about regulatory risks, commercialization challenges, and the high …
반도체주 약세에 혼조세 마감
Stocks Mixed as Weakness in Chipmakers Weighs
Panelists agree that today's market is mixed, with tech weakness (AI, chips) offset by defensive and healthcare gains. They debate …
마이크론 테크놀로지: AI 메모리 수요는 여전히 초기 국면 (NASDAQ: MU)
Micron Technology: AI Memory Demand Is Still in the Early Innings (NASDAQ: MU)
The panel agrees that Micron's (MU) long-term prospects are promising due to AI-driven memory demand, but they also highlight significant …
엘-에리언 "워시, 연준 개혁·정치적 독립성 회복 진지"
Mohamed El-Erian Says Kevin Warsh Is 'Serious' About Reforming the Fed, Restoring Political Independence
The panel is largely bearish on Kevin Warsh's Fed appointments, citing risks of regulatory capture, mission creep, and potential governance …
IBM 주가, 수십 년 만에 최악의 날 맞아…수십억 달러 증발. 저가 매수 기회지만 '염가'는 아냐.
IBM Stock Suffers Worst Day in Decades, Wiping Out Billions. Buy the Dip but Don’t Call It a Bargain.
IBM's Q2 miss and subsequent 25% drop reflect execution risks, with panelists expressing concern about infrastructure revenue decline, slow software …
제브라 테크놀로지스 실적 전망: 무엇을 기대해야 할까
Zebra Technologies Earnings Preview: What to Expect
Panelists debate ZBRA's growth prospects, with Grok and Gemini disagreeing on the sustainability of its EPS growth and the market's …
주식 포트폴리오 속보: 지금 사야 할 5가지 종목
Here's a rapid-fire update on our stock portfolio, including the 5 names to buy
The panelists generally agree that the portfolio is rotating out of overheated AI winners and into undervalued enablers and defensives, …
스트라이프, 페이팔 인수 위해 530억 달러 제안했지만 상장은 여전히 무기한 연기
Stripe Bids $53 Billion for PayPal, and Still Won’t Go Public
The panel is divided on Stripe's $53B acquisition of PayPal, with concerns about regulatory hurdles, integration risks, and potential overlap …
분석 보고서: 프로그레시브 코퍼레이션/더
Analyst Report: Progressive Corp/The
The panelists agree that Progressive (PGR) is a strong player in the P&C insurance sector, but they await the full …