주식 시장 뉴스
최신 금융 뉴스 · 업데이트 7월 04, 2026
마크 카니, 캐나다가 '미국을 다시 위대하게 만드는 데' 도움을 줄 수 있다고 말하다 — 캐나다 경제가 위축되는 가운데 과거의 저항에서 방향 전환
Mark Carney now says Canada can help 'make America great again' — a reversal from defiance as Canada’s economy shrinks
The panel agrees that Mark Carney's 'Canada Strong' pivot is a defensive strategy to secure USMCA renewal due to Canada's …
Procore Technologies(PCOR)는 간과된 기회인가?
Is ProCore Technologies (PCOR) an Overlooked Opportunity?
The panel consensus is bearish on Procore (PCOR), citing lack of profitability and net retention details, potential margin pressure from …
와사치 롱/숏 알파 펀드의 아사나(ASAN) 공매도 포지션이 성과를 거두다
Wasatch Long/Short Alpha Fund’s Short Position in Asana (ASAN) Paid Off
The panel is divided on Asana's (ASAN) outlook, with concerns about AI disruption and execution risks, but also potential for …
JP Morgan, ASML 추정치 상향 조정: 반도체 장비 업체, 예상보다 훨씬 많은 EUV 장비 공급 가능 시사
JP Morgan raises ASML estimates as chipmaker signals it can supply far more EUV tools than previously guided
The panel is divided on JP Morgan's upgrade of ASML's EUV tool capacity. While some see significant EPS tailwinds and …
SpaceX, Oppenheimer에 따르면 1조 6천억 달러 규모의 미국 통신 산업을 파괴할 것
SpaceX will disrupt $1.6 trillion US communications industry, Oppenheimer says
The panelists generally agreed that SpaceX's Starlink faces significant challenges in disrupting the $1.6 trillion US broadband market, despite its …
온라인 판매의 어려움으로 FitLife Brands(FTLF) 1분기 실적 부진
Challenges in Online Sales Hurt FitLife Brands (FTLF) in Q1
FitLife Brands (FTLF) faces significant challenges with its legacy business, including structural decay and reliance on volatile Amazon search algorithms. …
VersaBank Q2 실적 발표 주요 내용
VersaBank Q2 Earnings Call Highlights
VersaBank's Q2 performance shows strong growth, but panelists express concerns about concentration risk, operational risks associated with the real-time SRP …
존슨앤드존슨, 10년 만에 가장 강력한 연간 매출 성장 보고
Medtronic reports strongest annual revenue growth in a decade
Medtronic's FY26 revenue growth was strong, but the deceleration in FY27 guidance (6.75-7.25%) raises concerns about the sustainability of growth. …
IGV 9월 18일 옵션 거래 시작
IGV September 18th Options Begin Trading
The panel consensus is neutral, warning of 'fat tail' risk and high implied volatility in IGV options strategies, with significant …
4월 미국 공장 주문 예상보다 큰 폭 증가
U.S. Factory Orders Spike More Than Expected In April
The panel is mixed on the interpretation of April's factory orders, with some seeing potential signs of a turning point …
이 2개의 주식을 최대한 많이 사세요
Buy Every Share You Can of These 2 Stocks
The panel consensus is bearish, with the main concerns being META's unproven AI monetization and potential capex trap, and MELI's …
플러그 파워가 다음 블룸 에너지(Bloom Energy)가 될 수 있을까?
Could Plug Power Become the Next Bloom Energy?
The panel consensus is bearish on Plug Power, citing its unproven hydrogen supply chain, high capex/O&M, and lack of binding …