주식 시장 뉴스
최신 금융 뉴스 · 업데이트 7월 24, 2026
800억 달러 규모의 AI 지출이 GDP와 주가를 부양하는 반면, 실질 임금은 하락하고 미국인들은 상품 구매를 줄이고 있습니다.
$800B in AI spending is juicing GDP and stocks — while real wages fall and Americans cut back on goods
The panel generally agreed that the $800B AI capex surge is creating a 'bifurcated' economy, with a high concentration of …
2년 만기 국채 4.09%, 비트코인(BTC)이 돌파하지 못하는 이유는?
Is the 2-Year Treasury at 4.09% Why Bitcoin (BTC) Can’t Break Out?
The panel agrees that Bitcoin's current price range is influenced by macro factors, particularly the 2-year Treasury yield, but they …
EverQuote, 보험사 회복세 힘입어 매출 10억 달러 성장 견인
EverQuote Sees Insurance Carrier Comeback Fueling Growth Toward $1B Revenue
EverQuote's bullish thesis relies on a shift in carrier spending and growth in the digital insurance ad market, but it …
1 칩 주식이 대담한 계획을 세우다
1 Chip Stock Making Bold Plans
The panel generally agrees that while ARM's move into chip manufacturing has potential long-term benefits, the current valuation appears to …
위험한 통합인가, 보람 있는 수익인가? 사운드하운드의 라이브퍼슨 인수 위험.
Risky Integration or Rewarding Returns? The Stakes of SoundHound's LivePerson Acquisition.
The panel generally views SoundHound's acquisition of LivePerson as a high-risk move, with significant doubts about the strategic value and …
석유, 지정학, 그리고 옥시덴탈 페트롤리움: 12개월 후 주가는 어디에 있을까
Oil, Geopolitics, and Occidental Petroleum: Here's Where the Stock Could Be in 12 Months
The panel is largely neutral on Occidental Petroleum (OXY), with concerns about execution risk, competitive bidding, and the market's discounting …
그렉 에이블 하에 애플 주식은 버크셔 해서웨이 포트폴리오에 머물 가능성이 높습니다
Under Greg Abel, Apple Stock Looks Like It's Here to Stay in Berkshire Hathaway's Portfolio
The panelists generally agreed that Berkshire's portfolio rebalancing reflects a shift towards growth tech and AI exposure, with Abel's moves …
예측: 이 기업이 다음 1조 달러 기업이 될 것입니다
Prediction: This Will Be the Next $1 Trillion Company
The panel consensus is bearish on Micron Technology (MU), with concerns about its cyclical nature, commoditization, and the risk of …
SoFi 주식, 올해 완전히 폭락 중. 드디어 매수할 때인가?
SoFi Stock Is Getting Absolutely Crushed This Year. Is It Finally Time to Buy?
Panelists agree that SoFi's stock decline reflects more than just being oversold, with concerns around the tech platform's revenue collapse …
케빈 워시 연준 의장 취임. 제롬 파월 의장 퇴임. 새로운 연준 의장이 트럼프의 강세장에 미치는 영향.
Kevin Warsh Is In. Jerome Powell Is Out. Here's What a New Fed Chair Means for Trump's Bull Market.
The panelists agreed that the 'Warsh Pivot' introduces policy ambiguity, with inflation and oil volatility keeping the Fed in play. …
ACI Worldwide 주식은 S&P 500 지수보다 40 포인트 하락했으며, 한 펀드는 지분을 440만 달러어치 줄였습니다.
ACI Worldwide Stock Trails S&P 500 by 40 Points as One Fund Cuts Stake by $4.4 Million
The panel is divided on ACIW's future. While some see operational improvements and a potential re-rating, others caution about debt …
"범죄 변호 준비해야 할 것": 베세라, 캘리포니아 주지사 최종 토론에서 압박감 느껴
"You Should Be Preparing Your Criminal Defense": Becerra Feels The Heat In Final California Governor's Debate
The panel is divided on the impact of the corruption scandal on California's gubernatorial race and municipal bonds. While Gemini …