주식 시장 뉴스
최신 금융 뉴스 · 업데이트 7월 24, 2026
Jim Cramer on Silicon Motion: “일부 매수 후 조정을 기다리세요”
Jim Cramer on Silicon Motion: “You Buy Some, and Then You Wait for a Pullback”
The panel consensus is that Silicon Motion (SIMO) is a risky investment due to its reliance on uncertain hyperscaler capex, …
Marvell에 대한 Jim Cramer: “더 오를 수 있다”
Jim Cramer on Marvell: “It Can Go Higher”
Panelists agree that Marvell (MRVL) is benefiting from AI demand but caution about its high valuation and potential cyclicality in …
Cerebras에 대한 Jim Cramer: "내 축복 없이 여기서 사야 할 것입니다"
Jim Cramer on Cerebras: “You’ll Have to Buy It Up Here Without My Blessing”
The panel consensus is bearish on Cerebras (CBRS) due to its high valuation, customer concentration risk, and uncertainty around its …
짐 크레이머, 찰스 슈왑에 대해 "시장이 이 종목을 오해하고 있다고 생각합니다"
Jim Cramer on Charles Schwab: “I Think the Market’s Misjudging This One”
The panel consensus is bearish on Schwab, citing structural headwinds such as net interest margin compression, rising expenses, and uncertainty …
짐 크레이머, GE 에어로스페이스에 대해: "매수, GE는 래리 컬프입니다"
Jim Cramer on GE Aerospace: “Buy, GE Is Larry Culp”
The panel's net takeaway is that GE Aerospace's stock is overvalued and risky at current multiples, with concerns about capital …
짐 크레이머, 엔비디아에 대해: "젠슨 황 없이는 AI 혁명은 없었을 것"
Jim Cramer on NVIDIA: “There Would Be No AI Revolution Without Jensen Huang”
The panelists agreed that NVDA's valuation is risky due to assumptions about earnings growth and the cyclical nature of semiconductor …
짐 크레이머 "이번에는 시스코가 상승할 자격이 있었다"
Jim Cramer Says “This Time, Cisco Deserved the Run”
Panelists agree that Cisco's recent rally is driven by AI infrastructure and software-defined networking, but they differ on the sustainability …
만약 당신의 자문가가 65세에 채권을 추가하라고 조언했다면, 1995년에 맞았습니다. 2026년에 그 조언은 어떤 소리를 내야 할까요?
If Your Advisor Said to Add Bonds at 65, They Were Right — in 1995. Here’s What That Advice Should Sound Like in 2026.
The panel consensus is that the article's high-equity retirement glide path and advocacy for VTI as a safe growth core …
Intel은 새로운 CPU 시대를 맞이해야 하지만 AMD와 Arm에게 시장 점유율을 잃고 있습니다
Intel Is Supposed to Be in a New CPU Era But Its Losing Market Share to AMD and Arm
The panel consensus is that Intel's current valuation is unsustainable given its shrinking server market share, high forward P/E ratio, …
SpaceX IPO 일정 가속화: 알아야 할 10가지
SpaceX Accelerates Its IPO Timeline: 10 Things You Need to Know
The panel generally agrees that SpaceX's IPO is risky, with a high valuation that leaves little margin for error, despite …
Wix.com 주식, AI 트레이드의 최신 희생양이 되며 거의 30% 급락
Wix.com Stock Is the Latest Victim of the AI Trade as Shares Plunge Nearly 30%
The panel is divided on Wix's future, with concerns about high costs, potential user churn, and AI competition, but also …
Uber 주식: 분석가들이 50% 이상의 상승 잠재력을 보는 3가지 이유
Uber Stock: 3 Reasons Why Analysts See Over 50% Upside Potential
Despite strong growth in Uber One memberships and gross bookings, the panel expresses concern about regulatory risks, margin compression due …