주식 시장 뉴스

최신 금융 뉴스 · 업데이트 7월 04, 2026

P S
▼ bear…

스페이스엑스가 최대 규모의 주식 시장 데뷔를 타겟으로 삼아 마스크를 트리리언어에게 만들기 위한 경로에 놓는다

SpaceX targets biggest ever stock market debut, putting Musk on course to be trillionaire

The panel consensus is bearish on SpaceX's IPO, citing concerns over unproven profitability, governance risks, and dependence on government contracts.

The Guardian · 6월 04, 2026
TMHC
▬ mixed

그렉 에이블의 빅 베팅: 버크셔, 68억 달러 딜에 테일러 모리슨 홈즈 인수

Greg Abel's Big Bet: Berkshire to Buy Taylor Morrison Homes in $6.8 Billion Deal

The panel is divided on Berkshire Hathaway's acquisition of Taylor Morrison (TMHC). While some see potential in Berkshire's long-term view …

Yahoo Finance · 6월 04, 2026
IBM
▬ mixed

이 분석가는 IBM 주식을 Bullish로 전환했습니다. 왜这样呢?

This Analyst Just Turned Bullish on IBM Stock. Here's Why.

The panel is largely bearish on IBM's stock, with key concerns being the long-dated and uncertain timeline for quantum computing …

Yahoo Finance · 6월 04, 2026
HIVE
▼ bear…

비트코인 채굴업체 Hive, AI 붐에 베팅하며 매출 급증 보고

Bitcoin Miner Hive Reports Revenue Surge as It Bets on Powering AI Boom

The panel consensus is that Hive's growth strategy, heavily reliant on a 320MW AI data center and high-performance computing, is …

Yahoo Finance · 6월 04, 2026
▼ bear…

세입자 보험이 곰팡이 피해를 보상하나요?

Does renters insurance cover mold damage?

The panel consensus is bearish, highlighting the lack of reliable mold coverage in renters insurance, the potential for regulatory intervention, …

Yahoo Finance · 6월 04, 2026
CCEC
▬ mixed

Capital Clean Energy (CCEC) 2025년 4분기 실적 회의 전사록

Capital Clean Energy (CCEC) Q4 2025 Earnings Call Transcript

CCEC's pivot to LNG carriers is promising with a 90-year backlog and 20% of the open order book, but geopolitical …

Yahoo Finance · 6월 04, 2026
NVDA
▼ bear…

Nvidia (NVDA) 주식은 초기 투자자들에게 큰 부를 안겨주었습니다. 아직 더 상승할 여지가 있을까요?

Nvidia (NVDA) Stock Has Made Early Investors a Fortune. Is There Still Room to Run?

Despite Nvidia's impressive growth and seemingly attractive valuation, the panel consensus is bearish due to significant risks, including the 'law …

Nasdaq · 6월 04, 2026
▼ bear…

모닝스타에 따르면 스페이스X는 merely $780 billion으로 평가받고 있으며, IPO 목표의 절반 미만입니다.

SpaceX valued at just $780 billion by Morningstar, less than half its IPO target

The panel consensus is bearish, with concerns about the IPO's valuation, regulatory risks, and the unproven nature of xAI's orbital …

Yahoo Finance · 6월 04, 2026
GOOGL
▬ mixed

구글과 볼투스가 PJM에서 100MW 가상 전력 플랜트 계약을 체결하다

Google and Voltus strike 100 MW virtual power plant deal in PJM

Google's 100 MW deal with Voltus is tactically smart for addressing PJM's interconnection delays, but it's structurally limited as it …

Yahoo Finance · 6월 04, 2026
P S
▬ mixed

S&P 500 Index는 이처럼 높은 평가에서 거래된 적은 69년 존재 기간 동안 단 한 번뿐입니다. 역사적 맥락은 다음에 무슨 일이 일어날지 매우 명확합니다.

The S&P 500 Index Has Only Traded at This High a Valuation 1 Other Time in Its 69-Year Existence. History Couldn't Be Any Clearer on What Happens Next.

The panel agreed that while the Shiller CAPE ratio suggests high valuations, the current environment's unique factors, such as AI-driven …

Nasdaq · 6월 04, 2026
▬ mixed

'푸틴의 다보스' 포럼, 칸디스 오언스 & 트럼프 전 행정부 관계자 참석 속 우크라이나 드론 공격 속 개막

'Putin's Davos' Forum Opens Under Heavy Ukrainian Drone Attack, With Candace Owens & Trump Official In Attendance

The panelists generally agree that the Ukrainian drone attacks on the St. Petersburg International Economic Forum (SPIEF) pose significant risks …

ZeroHedge · 6월 04, 2026
▬ mixed

공간X가 $1.75조 평가 목표, 그린쇼 옵션 포함 기록 IPO 발표, 소스에 따르면

Exclusive-SpaceX targets $1.75 trillion valuation including greenshoe option in record IPO, sources say

The panelists generally express bearish sentiments regarding SpaceX's IPO, citing high valuation, lack of fundamentals, execution risks, and key-man dependency …

Yahoo Finance · 6월 04, 2026