주식 시장 뉴스
최신 금융 뉴스 · 업데이트 7월 26, 2026
AI 인프라 지원을 받는 Quanta Services (PWR)의 유틸리티 구축 현황
How Quanta Services (PWR) Is Riding the Utility Buildout Behind AI Infrastructure
The panel is divided on Quanta Services (PWR). Bulls highlight the strong backlog, multi-year visibility, and EPS guidance raise, while …
Itron(ITRI)은 AI 그리드 현대화의 소프트웨어 계층에 어떻게 적합한가
Why Itron (ITRI) Fits the Software Layer of AI Grid Modernization
Itron's (ITRI) strong Q1 results and 22% growth in 'Outcomes' revenue signal a promising shift towards software-as-a-service. However, the company's …
FedEx 이사회, LTL 사업부 분사 승인
FedEx board approves spinoff of LTL unit
The panel is skeptical about FedEx's spinoff of FedEx Freight, with concerns centering around potential credit downgrade risk for the …
전체 녹취: Valens Semiconductor 2026년 1분기 실적 발표
Full Transcript: Valens Semiconductor Q1 2026 Earnings Call
Panelists agree that Valens Semiconductor faces significant execution risks and uncertainty in meeting its full-year revenue guidance of $76M, with …
AI 인프라를 위한 그리드-투-칩 전력 체인 내 Vertiv (VRT)의 위치
Why Vertiv (VRT) Sits Inside the Grid-to-Chip Power Chain for AI Infrastructure
The panelists agree that Vertiv (VRT) benefits from the grid-to-chip power crunch, particularly in high-density AI deployments, but disagree on …
Hubbell (HUBB)는 AI 기반 전기 인프라 수요에 맞춰 어떻게 확장하고 있는가
How Hubbell (HUBB) Is Expanding Around AI-Driven Electrical Infrastructure Demand
The panelists agree that Hubbell's acquisition of NSI Industries is a strategic move to capitalize on the growing demand for …
Powell Industries(POWL)가 AI의 전력 병목 현상에 대한 직접적인 투자처가 된 방법
How Powell Industries (POWL) Became a Direct Play on AI’s Power Bottleneck
POWL's recent mega-orders validate its role in AI's power crunch, but execution risks, potential margin compression, and significant capex requirements …
길랏 위성 네트워크 주식, 오늘 급락한 이유
Why Gilat Satellite Networks Stock Crashed Today
Gilat's Q1 results sparked a 22.5% sell-off due to a revenue miss and slowing growth guidance, despite EPS beats and …
AI 데이터 센터 뒤의 그리드 확장에 레버리지된 MasTec(MTZ)은 왜인가
Why MasTec (MTZ) Is Leveraged to the Grid Expansion Behind AI Data Centers
MasTec's (MTZ) strong Q1 results and robust backlog expansion signal multi-year growth potential, driven by grid modernization and data center …
Wolfspeed, Inc.(WOLF) 지금 매수하기 좋은 주식인가?
Is Wolfspeed, Inc. (WOLF) A Good Stock To Buy Now?
Despite Wolfspeed's leading SiC technology and strategic importance, the panelists remain cautious due to high debt, negative free cash flow, …
Select Water Solutions, Inc. (WTTR) 지금 매수하기 좋은 주식인가?
Is Select Water Solutions, Inc. (WTTR) A Good Stock To Buy Now?
The panel is largely bearish on WTTR, citing rich valuation, aggressive growth assumptions, and lack of evidence supporting the 'water …
Boise Cascade Company (BCC) 지금 매수하기 좋은 주식인가?
Is Boise Cascade Company (BCC) A Good Stock To Buy Now?
Panelists are divided on Boise Cascade (BCC), with concerns about high leverage, weak housing demand, and volatile lumber prices, but …