주식 시장 뉴스
최신 금융 뉴스 · 업데이트 7월 28, 2026
미국 4월 CPI 3.8% 상승, 2023년 5월 이후 최고치
U.S. CPI rose 3.8% in April 2026, highest since May 2023
The panel consensus is bearish, with all participants agreeing that the recent CPI data suggests persistent inflation and a challenging …
Jensen Quality Mid Cap Fund, The Clorox Company(CLX) 비중 축소하여 위험-수익률 프로필 개선
Jensen Quality Mid Cap Fund Trimmed The Clorox Company (CLX) to Improve Risk-Return Profile
The panel consensus is bearish on CLX, citing structural moat erosion from private labels and persistent inflation, as well as …
웬디스, 부진한 사업에 억만장자 잠재 인수자 등장
Wendy's has a billionaire circling its ailing business
Panelists are divided on Wendy's (WEN) potential turnaround. While some see value in Peltz's involvement and a potential take-private, others …
AI 데이터 센터에 대한 반발이 커지고 있습니다. 케빈 오리어리의 10억 달러 스트라토스 프로젝트가 그 이유를 밝힙니다.
The AI Data Center Backlash Is Growing. Kevin O’Leary’s $1 Billion Stratos Project Reveals Why
The panel agrees that political and regulatory risks, particularly the 'NIMBY' phenomenon, pose a significant challenge to the rapid deployment …
엑소더스 무브먼트, 비트코인 1,000개 이상 매도
Exodus Movement Sells More Than 1,000 Bitcoin
Panelists agree that Exodus' acquisition of W3C's payments unit using a significant portion of its Bitcoin treasury is a high-risk, …
이것이 젠슨 퀄리티 미드 캡 펀드가 캐던스 디자인 시스템(CDNS)을 선택한 이유
Here’s What Made Jensen Quality Mid Cap Fund Pick Cadence Design Systems (CDNS)
Despite strong fundamentals like contracted revenues and high renewal rates, the panel expresses concern about Cadence Design Systems' (CDNS) high …
엑손모빌 주가 15% 하락. 저가 매수 시점인가?
ExxonMobil Stock Pulled Back 15%. Is It Time to Buy the Dip?
Despite low-cost assets and a diversified mix, ExxonMobil's (XOM) high capital intensity projects in Guyana and the Permian pose significant …
서클 인터넷 그룹 주식, 1분기 실적 발표 후 급등
Circle Internet Group Stock Jumps After Posting Q1 Earnings
Circle's Q1 showed operational momentum with 28% USDC growth and 263% on-chain volume, but concerns persist around aggressive shareholder dilution, …
The Sherwin-Williams Company(SHW)를 투자 대상으로 만드는 요인은 무엇인가?
What Makes The Sherwin-Williams Company (SHW) an Investment Bet?
The panel is bearish on SHW, citing cyclical housing weakness, high input costs, and potential crowding risks. They question the …
Jensen Quality Mid Cap Fund, 밸류에이션 이유로 Donaldson Company (DCI) 비중 축소
Jensen Quality Mid Cap Fund Trimmed Donaldson Company (DCI) For Valuation Reasons
Jensen's trim of DCI is likely profit-taking after a significant YTD gain, but concerns about cyclical risks and potential slowdown …
NextSource, UAE 배터리 음극재 시설 승인
NextSource greenlights UAE battery anode facility
NextSource's FID on the UAE Phase 1 anode facility is a significant milestone, but the project faces substantial risks and …
Keysight Technologies(KEYS)가 Jensen Quality Mid Cap Fund의 핵심 보유 자산인 이유는 무엇인가?
What Makes Keysight Technologies (KEYS) Jensen Quality Mid Cap Fund’s Key Holding?
The panel is divided on Keysight Technologies (KEYS), with concerns about valuation, China exposure, and the sustainability of AI-driven growth, …