주식 시장 뉴스

최신 금융 뉴스 · 업데이트 7월 27, 2026

▬ mixed

스탠퍼드 교수, 수업을 '기술 없이' 가르쳐 — 학생들에게 길러주고 싶은 기술은 이것

Stanford professor teaches his classes ‘tech-free’—here’s the skill he wants his students to build

The panel discusses the potential impact of 'tech-free' education mandates on the labor market and EdTech industry, with mixed views …

CNBC · 5월 12, 2026
P S U
▬ mixed

이란을 무시하는 주식 시장이 아닙니다. 이 세 가지 매우 현실적인 이유로 상승하고 있습니다.

The stock market isn't ignoring Iran. It's rising for these three very real reasons

The panel is divided on the market's resilience, with concerns about energy inflation, AI growth sustainability, and potential rate hikes. …

CNBC · 5월 12, 2026
▬ mixed

트럼프, 업계 및 백악관의 반발 후 FDA 국장직에서 마카리 해임 발표

Trump says Makary is out as FDA commissioner, following industry and White House backlash

The departure of Dr. Robert Califf (Makary) and the appointment of Kyle Diamantas as acting commissioner introduce significant uncertainty and …

CNBC · 5월 12, 2026
R
▬ mixed

트럼프, 의회 없이 이란 타격 재개 가능: 헤그세스

Trump doesn't need Congress to restart Iran strikes: Hegseth

The panel agrees that the administration's assertion of Article 2 supremacy over the War Powers Resolution introduces geopolitical risk, with …

CNBC · 5월 12, 2026
S GOOGL U
▬ mixed

Waymo, 'standing water'에 일부 차량이 '진입'하도록 허용한 결함으로 3,800대의 로보택시 리콜

Waymo recalls 3,800 robotaxis after glitch allowed some vehicles to 'drive into standing water'

While the recall is seen as routine by some, the consensus is that it highlights Waymo's struggle with environmental unpredictability …

CNBC · 5월 12, 2026
OSK
▬ mixed

대법원 판결 후 기업들이 관세 환급 받기 시작

Companies start getting tariff refunds after Supreme Court decision

The panel agrees that the $35.46B tariff refunds provide near-term liquidity boost for import-heavy manufacturers like Oshkosh (OSK), but they …

CNBC · 5월 12, 2026
D
▬ mixed

상원, 케빈 워시를 연방준비제도 이사로 확정, 의장 투표 길 열어

Senate confirms Kevin Warsh as Fed governor, clears way for chair vote

Warsh's confirmation signals a potential policy shift, with a mix of dovish (lower rates) and hawkish (balance sheet normalization) signals. …

CNBC · 5월 12, 2026
GM
▬ mixed

해고된 GM 직원들, 불길한 회의, AI, 퇴직금 설명

Laid off GM employees describe ominous meeting, AI and severance

GM is undergoing a significant organizational shift, aiming to trim legacy IT roles and invest in AI and autonomous vehicle …

CNBC · 5월 12, 2026
COLA
▼ bear…

2027년 사회보장 COLA, 인플레이션 상승으로 더 높아질 수 있다는 새로운 추정치 발표

Social Security COLA for 2027 may be higher as inflation rises, new estimates find

The panel agrees that the projected 3.9% to 4.2% COLA hike, while providing a nominal income boost for retirees, creates …

CNBC · 5월 12, 2026
QCOM INTC ON SWKS
▬ mixed

퀄컴, 칩 주식 AI 주도 랠리 최고치에서 후퇴하며 13% 하락

Qualcomm drops 13% as chip stocks pull back from record AI-driven rally

The panelists agree that the 13% drop in QCOM is primarily due to macro headwinds and a shift in AI …

CNBC · 5월 12, 2026
▼ bear…

2026년 초 260만 명의 학자금 대출 차입자가 채무 불이행에 빠지다: 뉴욕 연준

2.6 million student loan borrowers fell into default in early 2026: New York Fed

The panel agrees that the surge in student loan defaults, concentrated in older borrowers and Southern states, poses a significant …

CNBC · 5월 12, 2026
CME
▬ mixed

시장, 뜨거운 인플레이션 보고서 이후 연방준비제도 금리 인상 가능성 증가

Markets raise chances for a Fed rate hike following hot inflation report

The panel agrees that energy-driven inflation is transitory, but there's disagreement on the Fed's response. While some argue for a …

CNBC Markets · 5월 12, 2026