주식 시장 뉴스
최신 금융 뉴스 · 업데이트 7월 25, 2026
스페이스X를 잊어. 올해 가장 핫한 IPO일 수 있습니다.
Forget SpaceX. This Might Be the Hottest IPO of the Year.
The panel consensus is bearish on Fervo's $7.7B IPO valuation, citing significant risks including massive dilution, capex intensity, unproven technology …
$5 이상 가솔인 가격이 저소득층 소비자에게 타격을 주기 시작했습니다: 수치로
$5-plus gas prices are starting to hammer low-income consumers: By the numbers
The panel largely agrees that low-income consumers are facing significant financial strain due to inflation, particularly in energy prices, which …
대만 반도체 제조 회사(TSM) AI 칩 수요 증가에 랠리
Taiwan Semiconductor Manufacturing Company Limited (TSM) Rallied on Increasing Demand For AI Chips
TSMC's dominance in sub-7nm nodes and strong AI-driven demand are driving its growth, but geopolitical risks and potential competition from …
코어웨이브 주식을 사기 위한 $1000억 이유
A $100 Billion Reason to Buy CoreWeave Stock
The panel consensus is bearish on CoreWeave, citing high capex, unsustainable burn rate, and significant risks including technological obsolescence, power …
놀라운 수익을 올리는 3개의 전력 인프라 주식
3 Electrical Infrastructure Stocks With Shockingly Strong Returns
The panel is divided on the infrastructure supercycle, with concerns about execution risk, customer concentration, and potential margin erosion from …
Tim Cook이 사과 주식을 사상 최고치 근처에서 매도했습니다. 한 애널리스트가 알파벳을 더 똑똑한 거래라고 말하는 이유
Tim Cook Just Sold Apple Stock Near All Time Highs. Here Is Why One Analyst Says Alphabet Is the Smarter Trade
The panelists debate the valuation of Apple (AAPL) and Alphabet (GOOGL), with concerns raised about Apple's hardware margins, insider selling, …
AI 칩 주식에 580만 달러를 베팅한 기술 펀드, IPO 후 200% 가까이 상승
Why This Tech Fund Made a $5.8 Million Bet on an AI Chip Stock Up Nearly 200% Post-IPO
The panel unanimously expressed bearish sentiments towards Ambiq Micro (AMBQ), citing its rich valuation, high customer concentration, and questionable path …
Owls Nest, nCino 지분 전체 매각. 투자자들은 우려해야 할까?
Owls Nest Just Sold Its Entire nCino Stake. Should Investors Worry?
The panel is divided on nCino (NCNO), with concerns about valuation compression, potential capital raises, and a possible slowdown in …
빅베어.아이(주)가 과소평가된 인공지능 주식인가요?
Is BigBear.ai an Undervalued AI Stock to Buy?
The panel consensus is bearish on BigBear.ai (BBAI), citing lack of fundamentals, high burn rate, customer concentration risk, and potential …
이 AI 반도체 주식은 S&P 500을 9포인트 앞질렀습니다. 한 펀드가 완전히 매도했습니다.
This AI Semiconductor Stock Beat the S&P 500 by 9 Points. A Fund Just Exited Completely
The panel consensus is bearish on Ambarella, with key concerns being high valuation, negative GAAP earnings, and high concentration risk …
지금 도어대시 주식을 사야 할까요?
Should You Buy DoorDash Stock Right Now?
The panel consensus is bearish, with concerns about DoorDash's (DASH) profitability, competition, and regulatory risks outweighing potential growth opportunities.
대만 증시, 목요일 상승세를 이어갈 전망
Taiwan Bourse May Extend Thursday's Gains
The panel is divided on the sustainability of the Taiwan Stock Exchange's recent gains, with concerns over elevated energy costs …