주식 시장 뉴스
최신 금융 뉴스 · 업데이트 7월 24, 2026
이 억만장자는 시장이 '숨 막힐' 조정을 겪을 수 있다고 말하지만, 그는 여전히 AI 주식을 매수하고 있습니다. 그 이유는 다음과 같습니다.
This billionaire says the market may be in for a ‘breathtaking’ correction — but he’s still buying AI stocks. Here’s why
The panel generally agrees that the AI cycle is overhyped and risks a significant correction, with concerns around capex ROI, …
게이츠 재단, 마이크로소프트 지분 전량 매각. 빌 억먼은 해당 주식 매수. 월스트리트는 무엇을 놓치고 있는가?
Gates' foundation sold all of its Microsoft shares. Bill Ackman is loading up on the stock. What is Wall Street missing?
The panelists have mixed views on MSFT's future, with concerns about Copilot adoption, regulatory risks, and high capex offsetting optimism …
앤트로픽의 비공개 IPO 시장, 이미 조 단위 가격대 형성
Anthropic's shadow IPO market is already flashing trillion-dollar prices
The panel agrees that 'shadow' markets for private companies like Anthropic create more noise than signal, with extreme price volatility …
무디스의 마크 잔디, 트럼프 관세 이후 일자리 증가 둔화 — 다음은 경기 침체 경고
Moody's Mark Zandi says job growth has declined since Trump's tariffs — and warns a recession may be next
The panel generally agrees that tariffs and geopolitical volatility pose significant risks to the economy, with a potential impact on …
라이언 코언의 이베이 인수 시도는 처음부터 터무니없었다
Ryan Cohen's eBay bid has been absurd all along
The panel generally agrees that Ryan Cohen's bid for eBay is a desperate move that damages his credibility and may …
플로리다 주택 소유자, 보험료 폭등 — 전국 평균보다 3,400달러 더 부담. 생존을 위한 3가지 방법
Florida homeowners drown in insurance costs — paying $3,400 more than the national average. 3 ways to stay afloat
The panel agrees that Florida's insurance crisis is a structural solvency issue, with high premiums threatening mortgage affordability and potentially …
델 스톡은 2024년 이후 가장 좋은 한 주를 보냈습니다. 추가 급등의 가능성은 높습니다.
Dell Stock Just Had Its Best Week Since 2024. The Odds of Another Surge Are High.
Dell's 92% YTD rally is driven by a massive AI server backlog, but supply chain bottlenecks, customer concentration risk, and …
짐 크레이머, BillionToOne에 대해: "매수하라고 말합니다"
Jim Cramer on BillionToOne: “I Say Buy It”
The panel consensus is bearish on BillionToOne (BLLN), citing significant risks such as intense competition, uncertain reimbursement, and potential dilution …
짐 크레이머, Design Therapeutics에 대해 "순수한 투기, 순수한 투기"라고 말하다
Jim Cramer on Design Therapeutics: “Pure Spec, Pure Spec”
DSGN is a high-risk, high-reward biotech play with a promising platform targeting repeat expansion disorders. However, it faces significant clinical …
짐 크레이머, 윈 리조트에 대해 "지금은 보류해야 한다"
Jim Cramer on Wynn Resorts: “I Gotta Hold Off for Now”
The panel's discussion on Wynn (WYNN) highlights the importance of understanding the company's debt situation and Macau's demand trends. While …
Shoals Technologies의 CFO, 54,000주 이상 매도. 투자자에게 무엇을 의미하는가?
Shoals Technologies' CFO Sold Over 54,000 Company Shares. What Does That Mean for Investors?
Despite the CFO's sale being potentially liquidity-driven, the panel agrees that SHLS's high forward P/E (51.5x) makes it vulnerable to …
짐 크레이머, 트레인 테크놀로지스에 대해: “사업 전체가 번창하고 있다”
Jim Cramer on Trane Technologies: “The Whole Business Is Thriving”
Panelists agree that Trane Technologies' (TT) valuation is high, with forward P/E ratios ranging from 28x to 35x. They debate …