주식 시장 뉴스
최신 금융 뉴스 · 업데이트 7월 26, 2026
호주 연방은행 Q3 현금 NPAT 4% 증가
Commonwealth Bank Of Australia Q3 Cash NPAT Up 4%
Despite CBA's strong Q3 cash NPAT growth, panelists express concerns about potential credit losses, slowing loan growth, and intense mortgage …
예측: 엔비디아 주가 5월 20일에 급등할 것
Prediction: Nvidia Stock Will Soar on May 20
Panelists agree that hyperscaler capex fuels AI demand, but disagree on NVDA's valuation, competition, and potential risks. Key concerns include …
시장이 거품낀 것 같다: 대응을 위해 내가 하는 3가지 조치
The Market Looks Frothy: 3 Moves I'm Making In Response
The panel largely agrees that the current high P/E ratios, exemplified by AMD and SHOP, pose significant risks, with stagflation …
GS Holdings Q1 순이익 증가
GS Holdings Q1 Net Income Rises
While GS Holdings reported a significant net income increase of 253%, the sustainability of this growth is questioned due to …
PACS 그룹 주가, 오늘 급등한 이유
Why PACS Group Stock Surged Today
PACS Group's strong Q1 results and high occupancy rates suggest operational excellence, but aggressive M&A introduces integration risks and potential …
American Electric Power, 등록된 인수 제안 개시 발표
American Electric Power Announces Commencement Of Registered Underwritten Offering
AEP's $2.6B forward equity offering, while funding necessary capex, dilutes shareholders and creates a multi-year EPS drag. It also hedges …
워렌 버핏이 주식 투자자들에게 보낸 막대한 경고
Stock Investors Just Got a Massive Warning From Warren Buffett
The panelists generally agree that the market is expensive, with forward P/E ratios around 21x, but they differ on whether …
레코라티 Q1 순이익 증가; 2026 재무 목표 확정
Recordati Q1 Net Income Rises; Confirms 2026 Financial Targets
Panelists agree that Recordati's Q1 results show mixed signals, with strong net income growth but slower revenue growth and questions …
엔데버 캐피탈, 내셔널 뱅크 홀딩스 지분 확대
Endeavour Capital Boosts Its Stake in National Bank Holdings
The panel is divided on Endeavour Capital's bet on NBHC, with concerns over deposit beta risk, energy exposure, and potential …
CJ 물류 Q1 영업 이익 증가
CJ Logistics Q1 Operating Income Rises
The panelists agree that CJ Logistics' net income decline is likely due to rising non-operating costs, potentially driven by FX …
스마트 안경은 '사생활 침해' - 메타 제품이 그 어느 때보다 잘 팔린다
Smart glasses are 'an invasion of privacy' - Meta's are selling better than ever
Meta's Ray-Ban smart glasses have shown significant consumer demand with 7M units sold, but regulatory risks, particularly around facial recognition …
면화, 월요일 랠리 중
Cotton Rallying on Monday
The panel is bearish on cotton futures, warning of a potential rapid liquidation event due to a 'crowded trade' and …