주식 시장 뉴스
최신 금융 뉴스 · 업데이트 7월 25, 2026
트럼프, 폭스뉴스에 "중국 보잉 제트기 200대 주문할 것"
China will order 200 Boeing jets, Trump tells Fox News
The panel is skeptical about the 200-jet Boeing order announced by Trump, citing lack of firm contracts, uncertainty about aircraft …
짐 크레이머, 현재 주가에서 10% 할인된 가격에 이 주식을 매수하고 싶어합니다. 그 이유는 다음과 같습니다.
Jim Cramer wants to buy this stock now 10% below its highs. Here's why
The panel consensus is bearish on TJX Companies, with key risks including potential inventory sourcing issues and high valuation, and …
시스코 CEO, 기술이 '네트워킹 슈퍼사이클'에 진입했다고 말하며 주가는 14% 상승, 강력한 AI 수요에 힘입어
Cisco CEO says tech is entering a 'networking supercycle' as stock pops 14% on strong AI demand
Cisco's AI infrastructure guidance upgrade signals robust demand, but workforce cuts and limited visibility raise concerns about sustainability and margin …
Bessent, Warsh가 연준 의장직을 맡으면서 '상당한 인플레이션 둔화'를 예상하다
Bessent sees 'substantial disinflation' ahead as Warsh takes over the Fed
The panel consensus is bearish, expecting sustained higher inflation and a 'higher for longer' interest rate environment, which will compress …
Cerebras 거의 두 배로 Nasdaq 데뷔, 1,000억 달러 이상의 시장 가치 기록하며 블록버스터 IPO 달성
Cerebras almost doubles in Nasdaq debut, topping $100 billion market cap after blockbuster IPO
Panel consensus is bearish on Cerebras' extreme valuation, high customer concentration, and geopolitical risks, despite its impressive tech and partnerships.
포드, 이틀 만에 20% 급등. 에너지 전환 발표 후 AI '밈' 주식 가능성
Ford surges 20% in two days. It might be an AI 'meme' stock after energy pivot
The panel is bearish on Ford's recent surge, citing execution risks, geopolitical exposure, and unsustainable valuation. They agree that the …
미국 국경 순찰대장 마이크 뱅크스 사임
U.S. Border Patrol Chief Mike Banks resigns
The resignation of Chief Mike Banks at the U.S. Border Patrol, amidst political volatility and recent misconduct allegations, signals operational …
베센트 "중국, 호르무즈 해협 재개 위해 물밑 작업할 것"
China will work behind the scenes to help reopen the Strait of Hormuz, Bessent says
The panel is bearish on the energy sector (XLE) due to the high probability of diplomatic failure in resolving the …
OpenAI 재판 중 머스크의 중국 방문으로 변호사가 CEO 불참에 대해 사과
Musk's China trip during OpenAI trial prompts apology from his lawyer for CEO's absence
The panelists agree that Musk's decision to attend a geopolitical event during a high-stakes trial carries significant risks, primarily related …
골드만 Sachs, 기술주 '상승 추락'은 더 큰 상승의 신호
Goldman says tech stock 'up crash' is sign of even more gains to come
The panelists debated Goldman's 'up crash' thesis, with most expressing caution due to high valuations, concentration risks, and potential unwind …
바이오젠, 실망스러운 데이터에도 불구하고 치매 치료제 후기 임상 시험으로 진행
Biogen advances Alzheimer's drug to late-stage trial despite disappointing data
Biogen's push for Phase 3 on diranersen is risky due to lack of dose-response in Phase 2, echoing Aduhelm's issues, …
보잉, 중국으로부터 오래 기다려온 제트기 주문 확보. 주가는 왜 하락하는가
Boeing lands a long-awaited jet order from China. Why the stock is falling anyway
The panel consensus is bearish, with the key risk being the uncertainty around China's 737 MAX recertification and the potential …