주식 시장 뉴스
최신 금융 뉴스 · 업데이트 7월 27, 2026
씨티의 만테이, 미국 주식 초과 수익률 더 지속될 것
Citi’s Manthey Says US Stock Outperformance Has Further to Run
The panelists debated the sustainability of US tech outperformance, with concerns raised about extreme valuation compression risk, concentration risk, and …
채권 트레이더, 파월 시대 종료 앞두고 인플레이션 데이터 대비
Bond Traders Brace for Inflation Data as Fed’s Powell Era Ends
The panel is bearish on long-duration Treasuries, citing risks of a more hawkish Fed under incoming chair Warsh, geopolitical tensions, …
Broadcom의 향후 1000억 달러 규모의 맞춤형 칩 사업은 지금 구매 신호입니다
Broadcom's Future $100 Billion Custom Chip Business Is Your Sign to Buy Now
The panel is divided on Broadcom's (AVGO) custom chip growth prospects, with bulls citing long-term revenue potential and margin protection, …
Compass Group Q2 실적 발표 주요 내용
Compass Group Q2 Earnings Call Highlights
Panelists debate Compass Group's growth prospects, with Gemini and Claude raising concerns about late-cycle outsourcing risks and potential margin compression, …
20% 할인된 가격으로 RKLB를 구매하거나 연간 60% 수익률 달성 방법
How to Buy RKLB for a 20% Discount, or Achieve a 60% Annual Return
The panel consensus is that selling puts on Rocket Lab (RKLB) at its current price of $10-$11 is not a …
20세 '고스페라리', 수백만 달러 암호화폐 절도 공범으로 형 선고 — 사기꾼들, 공격 전에 식별하는 방법
20-year-old 'GothFerrari' sentenced after helping steal millions in crypto — how to spot scammers before they strike
The 'GothFerrari' case highlights risks in self-custody and retail investor behavior, but it's not a structural bear case for crypto. …
우드사이드, 브라우즈 프로젝트로 호주 경제에 1천억 달러 이상 기여 가능성 시사
Woodside Says Browse Could Add Over $100 Billion to Australian Economy
The panelists agree that Woodside's Browse project faces significant risks, including a potential LNG glut, high capital costs, CCS execution …
Centrus Energy Q1 실적 발표 주요 내용
Centrus Energy Q1 Earnings Call Highlights
Centrus Energy's (LEU) strategic pivot to a vertically integrated HALEU infrastructure provider is supported by a $3.9 billion backlog and …
주택 소유자 보험이 지붕 누수를 보장하나요?
Does homeowners insurance cover roof leaks?
The panel discusses the increasing complexity of roof coverage in homeowners insurance, with rising claims inflation, tightening underwriting standards, and …
K+S Aktiengesellschaft 1분기 실적 발표 하이라이트
K+S Aktiengesellschaft Q1 Earnings Call Highlights
The panel is divided on K+S (ETR:SDF) with concerns about sustainability of Q1 gains and potential Q2 drop-off, but also …
오릭스, 4분기 실적 발표 요약
Orix Corp Ads Q4 Earnings Call Highlights
ORIX's FY2026 results were strong but driven by one-off gains. The company's shift from banking to higher-margin operations is a …
이 1,000만 달러 베팅은 시장 압박에도 불구하고 사모 신용에 대한 자신감을 시사합니다
This $10 Million Bet Signals Confidence in Private Credit Despite Market Pressure
Panelists are divided on Herzfeld's FSCO investment, with some seeing potential in the 'Herzfeld Effect' and others warning of unsustainable …