주식 시장 뉴스

최신 금융 뉴스 · 업데이트 7월 28, 2026

NNE SMCI
▼ bear…

이 30달러짜리 원자력 주식이 백만장자가 될 기회가 될 수 있습니다

This $30 Nuclear Stock Could Be Your Ticket to Millionaire Status

The panel consensus is bearish on Nano Nuclear Energy (NNE), citing significant regulatory hurdles, fuel scarcity, insurance barriers, and grid …

Nasdaq · 5월 12, 2026
RIGL PFE ARVN
▬ mixed

Rigel Pharma Veppanu 라이선스 계약 Arvinas 및 Pfizer와 체결

Rigel Pharma Signs Licensing Agreement With Arvinas And Pfizer For Veppanu

The panel is largely bearish on Rigel's (RIGL) licensing deal for Veppanu due to significant execution risks, high upfront costs, …

Nasdaq · 5월 12, 2026
UA UAA
▬ mixed

Under Armour, 4분기 손실 폭 축소

Under Armour Posts Narrower Loss In Q4

The panel consensus is bearish, with concerns about Under Armour's inventory risk, lack of top-line growth, and the potential for …

Nasdaq · 5월 12, 2026
MSTR
▬ mixed

Strategy, 매출의 116배에 달하는 영업 손실 기록. 시장이 신경 쓰지 않는 이유

Strategy Just Posted an Operating Loss That Was 116 Times the Size of Its Revenue. Here's Why the Market Probably Won't Care

The panel agrees that MicroStrategy's (MSTR) recent 'loss' is primarily a mark-to-market adjustment due to its Bitcoin holdings, not a …

Nasdaq · 5월 12, 2026
LOT
▬ mixed

로터스 CEO, 노퍽 공장 확약하며 영국 정부 지원 촉구

Lotus boss calls for UK government support as it commits to Norfolk plant

Lotus is pivoting to a hybrid luxury model, but faces significant challenges in scaling production and securing necessary funding from …

The Guardian · 5월 12, 2026
▬ mixed

전 세계 모래 위기: 대체 속도보다 빠르게 고갈되고 있다

The global sand crisis: it’s being used up faster than it can be replaced

The panel agrees that the sand crisis is a significant supply-chain bottleneck, with potential impacts on construction costs and project …

The Guardian · 5월 12, 2026
▬ mixed

이란 전쟁 에너지 비용 급등으로 미국 인플레이션 3.8%로 급등

US inflation jumps to 3.8% as energy costs surge from Iran war

The panel largely agrees that the recent CPI print signals stagflationary pressures, with energy prices driving the increase but core …

BBC Business · 5월 12, 2026
▬ mixed

'전 세계적으로 반향을 일으킬 수 있다': 한국, 'AI 세금' 위협으로 시장 혼란 야기

'Could Resonate Globally': Korea Sparks Market Chaos With 'AI Tax' Threat

The discussion reveals fragility in the AI semiconductor market, with concerns over potential 'AI taxes' and the impact on companies …

ZeroHedge · 5월 12, 2026
HIMS
▬ mixed

HIMS 주가, 브랜드 GLP-1 전환에 전망 악화되며 폭락

HIMS Shares Plunge As Pivot To Branded GLP-1s Weighs On Outlook

HIMS is undergoing a challenging transition from low-margin compounded GLP-1s to higher-margin branded drugs, with near-term margin compression and uncertainty …

ZeroHedge · 5월 12, 2026
▼ bear…

제트 연료 부족으로 글로벌 항공사에 대한 압박 심화

Jet Fuel Shortage Deepens Pressure On Global Airlines

The panel consensus is bearish, with the key risk being the potential collapse of airline margins due to rising fuel …

ZeroHedge · 5월 12, 2026
GME EBAY
▼ bear…

"신뢰할 수도, 매력적이지도 않다": 이베이, 게임스탑의 인수 제안 거절

"Neither Credible Nor Attractive": eBay Rejects GameStop's Takeover Bid

The panel unanimously agrees that GameStop's $56B bid for eBay is unlikely to succeed due to financing issues, antitrust concerns, …

ZeroHedge · 5월 12, 2026
SB
▬ mixed

상원의 AI 챗봇 규제 서두름은 모두에게 나쁘다.

Senate's Rush To Regulate AI Chatbots Is Bad For Everybody

The panel generally agrees that the GUARD Act poses significant risks to the AI sector, with potential compliance costs favoring …

ZeroHedge · 5월 12, 2026