주식 시장 뉴스
최신 금융 뉴스 · 업데이트 7월 26, 2026
트럼프, 시진핑 회담 앞두고 CEO들과 함께 베이징 도착
Trump arrives in Beijing with CEOs ahead of Xi meetings
The panel is divided on the implications of the US-China trade summit, with some seeing a potential 'sell-the-news' event or …
Altman, 머스크의 OpenAI 결별 상세 설명, 비영리 단체는 '죽은 것으로 간주'
Altman details Musk's OpenAI fallout, says nonprofit was 'left for dead'
The panel consensus is that the trial's outcome may disrupt OpenAI's governance and execution timelines, potentially impacting Microsoft's AI defensibility …
Anduril, 국방 기술 자금 붐이 계속됨에 따라 가치를 600억 달러 이상으로 두 배로 늘리다
Anduril doubles valuation to over $60 billion as defense tech funding boom continues
The panel is divided on Anduril's $61 billion valuation, with concerns about execution risks, government procurement delays, and the company's …
아마존, 루푸스 챗봇 폐기하고 알렉사 쇼핑 에이전트 출시, AI 전략 전환
Amazon ditches Rufus chatbot, launches Alexa shopping agent in AI strategy pivot
Despite the potential for increased ad monetization, the panel consensus is bearish due to significant risks, including regulatory scrutiny over …
OPEC, 올해 생산량 감소 및 호르무즈 해협 폐쇄로 인한 30% 이상 생산량 감소 전망
OPEC sees slower demand growth this year as production falls more than 30% on Hormuz closure
The panel is divided on the severity and duration of the supply shock caused by the Strait of Hormuz closure, …
하이퍼스케일러의 AI 구축에는 막대한 양의 에너지가 필요합니다. 눈에 띄지 않는 두 주식이 수혜를 볼 것입니다.
Hyperscalers' AI buildout will require massive amounts of energy. Two under-the-radar stocks will benefit
The panel is divided on the investment potential of energy stocks related to AI hyperscale capex. While some argue for …
Nvidia의 Jensen Huang, AI의 '다음 전선' 구축을 위해 이 영국 스타트업에 베팅
Nvidia's Jensen Huang bets on this British startup to build 'next frontier' of AI
Nvidia's partnership with Ineffable Intelligence signals a strategic bet on reinforcement learning (RL) infrastructure, potentially broadening Nvidia's software ecosystem and …
알리바바 주가, 실적 발표 후 급등
Alibaba stock surges after earnings report
Alibaba's 7% stock surge on a revenue miss indicates investor optimism in its AI pivot, but near-term margin pressure and …
미국 달러, 인플레이션 급등에 상승; 트럼프-시진핑 회담 시작
US dollar rises as inflation jumps; Trump-Xi talks begin
The panel agrees that the 6.0% PPI print, driven by a 15.6% surge in gasoline prices, signals a supply-side shock …
일일 스포트라이트: 글로벌 경제 전망
Daily Spotlight: Global Economic Outlook
The panelists generally agreed that the IMF's 3.1% global growth projection for 2026 is overly optimistic, with significant risks such …
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What's Going On With RoboStrategy Stock Wednesday?
The panel consensus is bearish on BOT, citing lack of transparency on NAV, fee structure, and holdings, as well as …
월마트 감원, 소매업체 주가에 대한 현실 조명
Walmart layoffs bring attention to a reality about the retailer's stock price
The panel consensus is bearish on Walmart, with key concerns being its unsustainable 44x forward P/E, potential earnings growth deceleration, …