주식 시장 뉴스
최신 금융 뉴스 · 업데이트 7월 24, 2026
트럼프, 이란에 "움직여라" 경고, 그렇지 않으면 "아무것도 남지 않을 것"
Trump warns Iran to 'get moving' or 'there won’t be anything left'
The panel agrees that geopolitical risks, particularly the closure of the Strait of Hormuz, are significantly impacting energy markets and …
경기 침체가 걱정되시나요? 대형 가전제품 구매 전에 가전제품 제조업체들이 하는 말을 들어보세요
Worried About a Recession? Here’s What Appliance Makers Say Before You Buy Big-Ticket Items
The panel generally agrees that Whirlpool's struggles are not solely due to a recession, but rather a combination of factors …
써모 피셔 사이언티픽(TMO), 생명을 구하는 치료제 개발을 위한 바이오프로세스 디자인 센터 공개
Thermo Fisher Scientific Inc. (TMO) Unveils Bioprocess Design Center to Develop Life-Changing Therapies
The opening of Thermo Fisher's Plainville Bioprocess Design Center is seen as a strategic move to secure long-term recurring revenue …
이것이 월스트리트 기업들이 DoorDash Inc.(DASH)의 장기 전망에 대해 낙관적인 이유입니다
This is why Wall Street Firms are Optimistic about DoorDash Inc. (DASH)’s Long-Term Outlook
The panelists generally agree that DoorDash's high valuation is unsustainable, with concerns about labor litigation, margin compression, and competition from …
Capital One Financial Corporation (COF) 이사회, 매출 성장 속 분기 배당 승인
Capital One Financial Corporation (COF) Board Approves Quarterly Dividend amid Top Line Growth
The panel consensus is bearish on COF, citing sequential revenue decline, lack of credit data, and regulatory risks surrounding the …
더치 브로스 주식, 동일 매장 매출 계속 뜨거운데 딥 바이(Buy on the Dip)인가?
Is Dutch Bros Stock Is a Buy on the Dip as Same-Store Sales Continue to Sizzle?
Despite strong top-line growth, Dutch Bros faces margin compression due to expansion costs and shifting to built-to-suit leases, raising concerns …
이것이 오토데스크(Autodesk, Inc. (ADSK))가 스티브 코헨의 대형주 추천 종목 중 하나인 이유
This is why Autodesk, Inc. (ADSK) is one of Steve Cohen’s large-cap Stock Picks
The panel consensus is bearish, with key concerns being the shift to discretionary, consumption-based pricing (Flex tokens) and the potential …
Atlassian Corporation (TEAM)은 스티브 코헨의 높은 상승 잠재력을 가진 주식 종목 중 하나인가?
Is Atlassian Corporation (TEAM) One of Steve Cohen’s Stock Picks with High Upside Potential?
The panel's net takeaway is that Atlassian's forced migration to the cloud by 2027 poses a significant risk due to …
Barclays, 개선되는 펀더멘털과 비교를 바탕으로 Home Depot Inc.(HD)에 대해 낙관적인 전망을 제시
Barclays Bullish on Home Depot Inc. (HD) amid Improving Fundamentals and Comparisons
The panel's net takeaway is that HD's pivot to the 'Pro' customer and the Mingledorff's acquisition comes with significant risks, …
견고한 1분기 실적과 가이던스가 Danaher Corporation (DHR)이 스티브 코헨의 대형주 종목 중 하나인 이유를 강조합니다
Solid Q1 and Guidance Underlines Why Danaher Corporation (DHR) is one of Steve Cohen’s Large-Cap Stock Picks
Panelists express caution about Danaher's (DHR) $9.9B Masimo acquisition due to regulatory risks, high premium, and long closing timeline, despite …
Sea Limited (SE), 스티브 코언의 강력한 매출 성장으로 인한 최고의 대형주 종목으로 부상
Sea Limited (SE) Stands Out as a Top Steve Cohen Large-Cap Pick on Robust Revenue Growth
Panelists agree that Sea Limited's impressive top-line growth is accompanied by concerning margin deterioration and high capital intensity. The role …
NVIDIA (NVDA): UBS, AI 수요 지속 건강에 더 많은 상승 여력 전망
NVIDIA (NVDA): UBS Sees More Upside as AI Demand Stays Healthy
Panelists agreed that NVDA's expansion into AI and robotics is strategic, but they differ on the timing and extent of …