주식 시장 뉴스
최신 금융 뉴스 · 업데이트 8월 22, 2026
AMD, 5개 칩 공급 계약으로 NVIDIA와 직접 경쟁 구도 구축
AMD's 5C Deal Positions It as a Direct NVIDIA Rival
The panel is neutral to bearish on AMD's 5C partnership, with concerns around execution risk, margin compression, and competition from …
이란-미국 호르무즈 해협 공방에 유가 1개월래 최고치… 에너지 투자자 영향은?
Oil Climbs to a 1-Month High as the U.S. and Iran Trade Attacks in the Strait of Hormuz. Here's What it Means for Energy Investors.
The panelists generally agree that a Strait of Hormuz blockade would initially drive oil prices up, benefiting U.S. majors in …
트럼프, 그레이엄 의원 존중 위해 의회에 '명확성법' 암호화폐 법안 통과 촉구
Trump calls for Congress to pass Clarity Act crypto bill to honor Lindsey Graham
The panel is divided on the impact of the Clarity Act, with some seeing it as a potential boost for …
오바마 임명 연방 판사, 트럼프 행정부의 DEI 반대 보조금 조건 차단
Obama Appointed Federal Judge Blocks Trump Admin's Anti-DEI Grant Conditions
The panel consensus is that Judge Orrick's ruling blocks retroactive conditions on federal grants, creating policy uncertainty and potential litigation …
SIL vs. SILJ: 은광업체와 시니어 안정성 vs. 주니어 레버리지, $120 돌파와 $60 통합 테스트 이후?
SIL vs. SILJ: Silver Miners and Senior Stability or Junior Leverage After the $120 Break and $60 Consolidation Test?
The panel consensus is that SILJ's (junior miners) high leverage and reliance on equity financing pose significant risks, particularly in …
TSMC, AI 수요 힘입어 2분기 사상 최대 매출 기록
TSMC posts record revenue in second quarter on AI demand
TSMC's Q2 revenue beat signals strong AI demand, but sustainability hinges on upcoming guidance and potential geopolitical risks. Margins and …
유가 급등, 미-이란 공습에 아시아 증시 하락
Oil prices jump and Asian shares slip as US and Iran carry out airstrikes
The panel consensus is that the market reaction to renewed US-Iran hostilities is a knee-jerk flight to safety, with the …
호르무즈 해협 긴장 고조 속 미·이란, 무력 충돌 확대
US and Iran trade fire as tensions rise over Strait of Hormuz
The panel agrees that the oil market's response is contained despite geopolitical tensions, with Brent crude prices well below April's …
유가 급등, 선물 하락…이란 신규 공습·호르무즈 혼란에
Oil Jumps, Futures Drop On Fresh Iran Strikes, Hormuz Confusion
The panel generally agrees that geopolitical risks, particularly the US-Iran conflict, have a near-term impact on oil prices and equities, …
퓨얼셀 에너지 주식 지금 매도해야 할 2억 2,500만 달러 이유
A $225 Million Reason to Sell FuelCell Energy Stock Now
FuelCell Energy's recent equity raise, despite funding expansion, is seen as dilutive and may cap upside. The company's Q2 revenue …
오픈AI 애플리케이션 책임자 피지 시모, 만성 질환 회복을 위해 전임직 사임 선언 "이전에도 여러 차례 이 결정을 내리지 못했다"
OpenAI Applications Chief Fidji Simo Steps Down From Full-Time Role Over Chronic Illness Recovery, Says 'I Failed to Make This Decision Many Times Before'
The departure of OpenAI's Chief of Applications, Simo, raises concerns about the company's ability to translate research into consumer-facing revenue …
IMF, 세계 성장률 전망치 또 하향 조정
IMF Downgrades Global Growth Forecast Second Time In A Row
The panel generally agrees that developed economies are facing stagnation and high debt levels, with AI benefits concentrated in a …