주식 시장 뉴스
최신 금융 뉴스 · 업데이트 7월 28, 2026
텍사스, 넷플릭스 사용 아동 포함 감시 혐의로 고소
Texas accuses Netflix of spying on users, including children
The panel expressed concern over potential regulatory headwinds and business model threats posed by Texas' lawsuit against Netflix. While the …
UAE, 이란에 비밀 공격 감행, 교전국으로 만들어
UAE Secretly Carried Out Attacks On Iran, Making It An Active Combatant
The UAE's direct kinetic involvement in the conflict, marked by its strikes on Iran's Lavan Island refinery, significantly elevates regional …
Tesla 주주에게 나쁜 소식이 오다: 주식을 팔아야 할까요?
Bad News for Tesla Shareholders: Should You Sell the Stock?
The panelists agree that European regulatory hurdles pose a significant risk to Tesla's FSD rollout and valuation, with the key …
메르츠, 슬로바키아 총리의 모스크바 전승절 방문에 '매질' 경고
Merz Promises Fico A Spanking For Slovak Leader's Moscow V-Day Trip
The panel agrees that the diplomatic tension between Chancellor Merz and PM Fico signals a deepening fracture in the EU's …
아람코의 이익이 파이프라인 확대로 호르무즈 교란을 상쇄
Aramco Profit Jumps as Pipeline Ramp-Up Counters Hormuz Disruption
Aramco's Q1 2026 results show strong earnings and geopolitical risk mitigation, but concerns about working capital build, dividend sustainability, and …
Constellation Energy (CEG) – 데이터 센터 급증을 위한 매수할 만한 12개 최고의 전기 유틸리티 주식 중 하나
Constellation Energy (CEG) – Among the 12 Best Electric Utility Stocks to Buy for the Data Center Surge
Panelists agree that Constellation Energy (CEG) benefits from the data center surge and nuclear power's value in an AI-hungry grid. …
넥스트에라 에너지(NEE) 목표 주가 상향 조정
NextEra Energy (NEE) Price Target Raised by Analysts
Panelists agree that NextEra Energy (NEE) is well-positioned to capitalize on the AI data center boom, but disagree on the …
NRG Energy (NRG) 1분기 실적 혼조, 2026 회계연도 가이던스 재확인
NRG Energy (NRG) Reports Mixed Q1 Results, Reaffirms FY 2026 Guidance
NRG's Q1 results show strong revenue growth but concerning margin compression, with high operating costs and interest expenses raising doubts …
미국 전력공사(AEP) Q1 실적과 매출 예상치를 월등하게 훈련
American Electric Power Company (AEP) Beats Profit and Revenue Estimates in Q1
The panelists generally agree that AEP's Q1 results and increased 2030 load forecast are driven by data center demand, but …
애널리스트, 1분기 실적 혼조에도 엑셀 에너지(XEL) 목표주가 상향 조정
Analyst Raises Xcel Energy (XEL) Price Target Despite Mixed Q1 Report
The panel is divided on Xcel Energy (XEL) with valid arguments for both bullish and bearish stances. Bulls point to …
Duke Energy (DUK) Q1 보고서에서 예상치를 초과함
Duke Energy (DUK) Exceeds Estimates in Q1 Report
Duke Energy's Q1 beat and data center demand expansion are impressive, but the panel is divided on the sustainability of …
The Southern Company (SO) 가격 목표가 상승, 기대보다 좋은 Q1 실적
The Southern Company (SO) Price Target Raised Following Better-than-Expected Q1 Report
The panel consensus is bearish, with the main concern being the regulatory approval timeline for Vogtle cost recovery, which could …