주식 시장 뉴스
최신 금융 뉴스 · 업데이트 8월 22, 2026
톰미 로빈슨의 머스크 지원 러시아 방문, 영국 민주주의 방어 촉구
Tommy Robinson’s Musk-funded Russia trip spurs call to defend UK democracy
The panel consensus is that X (formerly Twitter) faces significant regulatory risks, particularly in the EU and UK, which could …
AI, 당신의 삶을 더 비싸게 만들고 있나? 연준 "상방 압력 당분간 지속될 듯"
AI Making Life More Expensive for You? Federal Reserve Says 'Upward Pressure' Likely to Sustain for Now
The panel agrees that AI is driving near-term inflation, primarily through capex-driven commodity pressures, but there's no consensus on its …
리브스, BBC에 "번햄, 처음부터 통치하려면 구체적인 계획 필요"
Reeves tells BBC: Burnham needs worked-through plan to govern from the start
The panel consensus is bearish, warning of a 'fiscal powder keg' and structural stagnation inherited by the incoming Burnham administration. …
보도폰 주가, 60억 달러 급등 이유
The $6 Billion Reason Vodafone Stock Is Up Today
Vodafone's 14% premium reflects confidence in Xavier Niel's operational track record, but governance hurdles and debt challenges remain significant.
억만장자 IT CEO: 250억 달러 수주 잔고, "수요는 이미 확보됐다"... "만리장성 이후 이런 건설 붐은 처음 본다"
Billionaire Tech CEO: Our $25 Billion Backlog Shows “The Demand Is Booked” as “We’ve Never Seen a Buildout Like This Since the Great Wall of China”
The panel agrees that while there's significant 'booked demand' for AI infrastructure, the key risk is margin compression due to …
애브비, 이미 배당왕 등극…109억 달러 아포지 인수, 왕조 구축할까?
AbbVie Is Already a Dividend King. Here's Why the $10.9 Billion Apogee Deal Could Make It a Dynasty
The panel is generally neutral to bearish on AbbVie's $10.9B acquisition of Apogee, citing high execution risk, unproven assets, and …
SK하이닉스 IPO 이후 SKHY 주식 투자 전략
How to Play SKHY Stock Following the SK Hynix IPO
The panel is largely bearish on SKHY, citing cyclicality of the memory market, potential execution risks around the Indiana fab, …
SK하이닉스, 월가 역대 2위 규모 265억 달러 IPO 성공…스페이스X에 이어
SK Hynix raises $26.5 billion in Wall Street's second-biggest IPO ever, trailing only SpaceX
The panel is divided on SK Hynix's $26.5B IPO, with concerns about cyclicality, competition, and geopolitical risks, but also acknowledging …
마이크론, 미국 지출 2500억 달러 대폭 증가. MU 주가 상승 여력 더 남아있음
Micron Aggressively Lifts U.S. Spending to $250 Billion. There’s More Room for MU Stock to Run.
The panelists have mixed views on Micron's $250 billion capex commitment, with some seeing it as a bet on AI …
크라우드스트라이크, 주식 분할 완료… 지금 매수해야 할까?
CrowdStrike Just Completed a Stock Split. Is the Stock a Buy Now?
The panelists generally agreed that CrowdStrike's high forward P/E (161x) prices in near-perfect execution and leaves little room for slowdown …
태양광 세액공제, 2025년 12월 31일 종료…30% 환급 받는 방법은?
Your Solar Tax Credit Expires December 31, 2025, but Here’s How to Claim 30% Back
The panel agrees that the sudden sunset of the Section 25D credit creates a significant challenge for residential solar installers …
Apple CEO Tim Cook, $30 Billion Broadcom 계약 체결…15 Billion 칩 생산
Apple CEO Tim Cook Announces $30 Billion Broadcom Deal to Produce 15 Billion Chips
The panel discusses Apple's $30B Broadcom deal, with mixed views on its implications for Broadcom's revenue visibility, margin expansion, and …