주식 시장 뉴스
최신 금융 뉴스 · 업데이트 7월 25, 2026
Anthropic, 소기업용 Claude 출시하며 엔터프라이즈 소프트웨어 시장 공략 지속
Anthropic debuts Claude for Small Business as it continues its enterprise software push
The panel is bearish on Anthropic's SMB push due to high inference costs, potential margin compression, and dependency on hyperscalers …
트랙터 서플라이 컴퍼니(TSCO)는 지금 매수하기 좋은 주식인가?
Is Tractor Supply Company (TSCO) A Good Stock To Buy Now?
The panel consensus is bearish, with key concerns being the potential structural degradation of operating leverage due to labor model …
맥주 수요, 휘발유 가격 급등에 수요 주춤, 데이터 확인
Beer demand stumbles as gas prices surge, data show
The panel is divided on the long-term impact of the beer industry's volume decline, with some attributing it to cyclical …
잊혀진 헬스케어 주식이 AI에 열광하는 시장에서 환영받는 지지를 받다
An unloved health-care stock gets a welcome nod in this AI-obsessed market
The panelists generally agree that JNJ's pipeline momentum, particularly with Icotyde and Inlexzo, is a positive factor, but they have …
케빈 워시 차기 연준 의장 상원 인준 통과
Kevin Warsh wins Senate confirmation as the next Federal Reserve chair
The panel consensus is bearish, expecting increased volatility and policy gridlock due to Warsh's hawkish stance clashing with Trump's demand …
모기지 금리, 더 뜨거운 인플레이션 보고서에 3월 이후 최고치로 급등
Mortgage rates jump to highest level since March on hotter inflation reports
The panel agrees that the housing market faces headwinds from rising mortgage rates, but they disagree on the extent to …
AI 기반 사이버 공격이 몇 달 안에 '새로운 규범'이 될 것이라고 Palo Alto 경고
AI-driven cyberattacks will start to be the 'new norm' in months, Palo Alto warns
Palo Alto Networks (PANW) is benefiting from increased cybersecurity demand, with a potential short-term boost from AI-driven exploit warnings. However, …
중국 방문 트럼프: 트레이더들은 관세 휴전 연장 및 보잉 항공기 구매 예측
Trump in China: Traders predict a tariff truce extension and Boeing aircraft purchases
The panel is largely bearish on Boeing's stock, citing execution risk, potential dilution from financing and capacity constraints, and the …
설명: 영구 DEX란 무엇일까요? 데시벨을 소개하는 월스트리트 입문서
Explained: What is a perpetual DEX? A Wall Street primer featuring Decibel
The panelists generally agreed that while 24/7 perpetual DEXs offer capital efficiency, they also introduce systemic risks such as oracle …
월스트리트는 GE HealthCare Technologies 주식에 대해 강세인가 약세인가?
Is Wall Street Bullish or Bearish on GE HealthCare Technologies Stock?
GEHC's Q1 results failed to justify current valuation, with margin compression risks persisting through 2026, but Pharmaceutical Diagnostics and AI-integrated …
Linde plc 주식: 애널리스트 추정치 및 등급
Linde plc Stock: Analyst Estimates & Ratings
Panelists have mixed views on Linde's (LIN) future prospects, with concerns about potential margin compression due to macroeconomic cooling and …
시장 업데이트: CVS, ETN, KMB, KO, PSX
Market Update: CVS, ETN, KMB, KO, PSX
The panel is divided on the impact of the PPI print on ETN, with Gemini arguing its IRA-insulated backlog protects …