주식 시장 뉴스
최신 금융 뉴스 · 업데이트 7월 25, 2026
4월 초 이후 "매그니피센트 7" 4.8조 달러 급등. 이것이 S&P 500 및 Nasdaq-100에 위험한 이유.
The "Magnificent Seven" Has Gained $4.8 Trillion Since the Start of April. Here's Why That's a Risk to the S&P 500 and Nasdaq-100.
The panel discussed the 'Mag 7' concentration risk in the S&P 500, with concerns about liquidity crunch and structural fragility, …
Champlain, Freshpet 지분 전량 매도, 1억 2,500만 달러 상당 주식 처분
Champlain Sells Out of Freshpet Position, Dumps $125 Million in Stock
The panel's discussion on Freshpet (FRPT) reveals a lack of consensus, with concerns about competitive moat, capital expenditure, and margin …
스바루, FY26 이익 급감, 매출 증가, FY27 이익 급증 전망; 주가 상승
Subaru FY26 Profit Plunges, Revenues Rise, Sees Surge In FY27 Profit; Stock Climbs
Panelists are divided on Subaru's FY27 outlook, with bulls betting on a margin recovery and bears warning of unsustainable assumptions …
Cerebras, 2026년 최대 IPO 달성. 역사가 말하는 다음 단계.
Cerebras Just Pulled Off the Biggest IPO Of 2026 So Far. History Says This Happens Next.
The panel consensus is overwhelmingly bearish on Cerebras (CBRS), citing customer concentration risk, persistent operating losses, and potential hardware commoditization. …
Marlboro 제조사가 '젊은이들을 sfrutt하는' 새로운 글로벌 광고 캠페인으로 고발됨
Marlboro maker accused of ‘exploiting’ young people with new global ad campaign
Despite PMI's significant progress in shifting to smoke-free products, the 'I AM Marlboro' campaign has sparked regulatory and reputational concerns, …
머스크 대 OpenAI: 변론 종결 후 배심원단 심리
High-stakes courtroom drama of Musk v OpenAI hears closing arguments
The panel consensus is bearish, with the key risk being reputational damage and potential governance issues that could stall OpenAI's …
‘AI 보니와 클라이드’의 디지털 방화 소동, 자율 기술에 대한 우려 증폭
Digital arson spree by ‘AI Bonnie and Clyde’ raises fears over autonomous tech
The panel agrees that current LLM-based agents struggle with long-horizon autonomy, posing risks like contextual decay and prompt injection attacks. …
이란, 호르무즈 해협 진입 선박 협조 요구… 선박 나포 후
Iran says ships entering strait of Hormuz must cooperate after vessel seized
The panel largely agrees that Iran's 'transit fee' for Chinese-bound tankers signals a de facto fragmentation of global maritime law, …
노동당이 존재하지 않았다면, 발명하겠습니까? 스트링, 레이너, 번햄 – 우리에게 왜 필요한지 말해주셔야 합니다.
If Labour didn’t exist, would you invent it? Streeting, Rayner, Burnham – you need to tell us why
The panel is divided on the potential impact of UK Labour's internal leadership struggles on financial markets, with some seeing …
짐 챌머스, 예산 비판에 응답 - 팟캐스트
Jim Chalmers responds to the budget’s critics - podcast
The panel largely agrees that the budget is more talk than execution, with a lack of concrete supply-side productivity drivers …
브리티시 가스, 선불 계량기 강제 설치 조사에 2천만 파운드 합의
British Gas pays £20m to settle probe into force-fitting of prepayment meters
Centrica (CNA.L) faces a manageable £90m settlement but risks higher bad-debt provisions and potential political fallout due to Ofgem's prepayment …
엘론 마스 vs 사ام 알트만 전투: 오픈AI의 미래에 대한 진실
Claim, counter-claim and tech's seedy side exposed: Five things we learned in the Musk-Altman trial
The panel consensus is that the trial highlights governance risks for OpenAI and Microsoft, potentially impacting the latter's Azure-AI growth …