주식 시장 뉴스
최신 금융 뉴스 · 업데이트 7월 24, 2026
일론 머스크와 샘 알트먼의 어색한 법정 드라마에서 배운 점
What we learned from the cringey courtroom drama between Elon Musk and Sam Altman
The panel consensus is that the trial's outcome is less impactful than initially feared, with the core risk being governance …
채권이 "무언가 잘못되었다"고 비명을 지르고 있다
Bonds Are Screaming "Something's Wrong"
The panel generally agrees that rising yields pose a significant risk to the market, with Gemini and Claude both highlighting …
삼성, 노조 협상 재개…파업 위협에 메모리 반도체 공장 차질 우려
Samsung, South Korean Union Resume Talks As Strike Threat Risks Disrupting Memory Chip Fabs
The panel agrees that the 6% KOSPI drop was an overreaction, driven by algorithmic panic rather than fundamental production risk. …
Nvidia CEO, Carnegie Mellon 졸업생들에게 전기 기술자, 배관공, 철공이 유리하다고 말하다 – 학위 불필요
Nvidia CEO tells college grads that electricians, plumbers and iron workers have a leg up – and there's no degree needed
The panelists agree that the AI infrastructure buildout is facing structural bottlenecks, particularly in skilled trades and power/cooling. They disagree …
호르무즈 해협이 폐쇄될 경우 글로벌 석유 재고가 사상 최저치를 기록할 수 있다
Global oil stockpiles could hit record lows if Strait of Hormuz remains closed
The panel agrees that the Strait of Hormuz closure poses a significant risk, but they differ on the timeline and …
UAE, OPEC 탈퇴는 정치적 결정 아닌 전략적 경제적 결정이라고 밝혀
UAE says its decision to leave OPEC was a strategic economic move, not a political one
The UAE's exit from OPEC is a strategic move to secure market share and potentially force a lower-for-longer price environment, …
Spirit Airlines의 노란색 제트기를 사막으로 조종하는 조종사들을 만나보세요
Meet the pilots flying Spirit Airlines' yellow jets to the desert
The panel agrees that the repossession of Spirit's aircraft by lessors signals a grim financial reality, with lessors prioritizing asset …
아벨, 버크셔 포트폴리오 개편; GOOGL 급등, DAL 복귀
Berkshire's new CEO overhauls portfolio, dumping a slate of stocks
The panel generally agrees that Greg Abel's portfolio overhaul signals a strategic shift away from Warren Buffett's 'cigar-butt' equity picking …
MicroVision, Luminar 딜을 트럭 LiDAR 확장으로 전환
MicroVision Turns $33M Luminar deal into trucking LiDAR expansion
The panel is skeptical about MicroVision's (MVIS) acquisition of Luminar's assets for $33M, viewing it as a high-risk, high-cost strategy …
저는 45세이고 연봉 12만 달러, 저축액 30만 달러를 보유하고 있습니다. 하지만 AI가 몇 년 안에 제 모든 분야를 초토화시킬 것입니다. 어떻게 대비해야 할까요?
I'm 45, earn $120K and have $300K saved — but AI will decimate my entire field within a few years. How do I prepare?
Patrick, a mid-career software developer, faces a real risk of salary compression due to AI-driven market changes, but his domain …
가스 가격이 2.98달러에서 4.39달러로 급등 – 그리고 엘리에리안은 우리가 전면적인 경기 침체를 피하기 위해 몇 주가 있다고 말합니다
Gas jumped from $2.98 to $4.39 — and El-Erian says we have weeks to avoid a full-blown recession
The panel consensus leans bearish, warning of a potential stagflationary environment due to the Strait of Hormuz closure. They agree …
SpaceX, OpenAI, 및 Anthropic: 2026년 가장 기대되는 IPO
SpaceX, OpenAI, and Anthropic: Here are the most anticipated IPOs in 2026
The panelists express bearish sentiments regarding the 2026 IPO surge, citing disconnected valuations, lack of fundamentals, and potential systemic risks …