주식 시장 뉴스
최신 금융 뉴스 · 업데이트 7월 29, 2026
젤렌스키, 20개국이 우크라이나 드론 계약 추진한다고 밝혀
Zelensky Touts That 20 Countries Seek Ukraine Drone Deals
While Ukraine's pivot to drone exports holds potential, panelists agree that execution risks, IP leakage, and supply chain fragility pose …
4월 주택 판매 부진, 모기지 금리 상승으로 구매자 부담 가중
April home sales disappoint as higher mortgage rates weigh on buyers
The panel consensus is that the housing market is bearish, with demand fragile and prices driven by supply constraints. The …
Monday.com 주가, 매출 급증 및 전망 상향에 급등
Monday.com stock soars on revenue jump, raised outlook
Monday.com's Q1 results showed strong revenue growth and margin expansion, but concerns remain about the sustainability of its AI-driven growth …
SDY, O, KVUE, KMB: ETF에서 대규모 유출 감지됨
SDY, O, KVUE, KMB: Large Outflows Detected at ETF
The panel discusses large outflows from SDY, an ETF tracking high-dividend S&P stocks, with implications for holdings like Realty Income …
이번 주 주요 이벤트: CPI, PPI, 소매 판매, 트럼프-시 진두지회
Key Events This Week: CPI, PPI, Retail Sales, Trump-Xi Summit
The panel is unanimously bearish, warning of a 'stagflation' setup due to sticky inflation, weakening demand, and geopolitical risks. They …
GM 수백 명의 급여 IT 직원 감축, 비용 절감 및 요구 사항 평가
GM cutting hundreds of salaried IT workers as it cuts costs, evaluates needs
GM's IT layoffs and hiring indicate a strategic shift towards AI and autonomous vehicles, but the execution risk is high …
짐 크레이머의 AI 주식 랠리 접근 방식 및 분할 플레이 업데이트
Jim Cramer's approach to rallying AI stocks, plus updates on our breakup plays
Panelists agree that AI infrastructure stocks, particularly Corning (GLW), are overvalued and driven by momentum rather than fundamentals, but disagree …
트럼프, 시진핑 정상회담 위해 일론 머스크, 팀 쿡, 래리 핑크 등 CEO 중국 방문 초청
Trump invites Elon Musk, Tim Cook, Larry Fink and other CEOs to join China trip for Xi summit
The panel generally views the U.S.-China CEO delegation as a high-stakes leverage game, with negotiations focusing on purchasing commitments and …
트럼프, 이란의 반대 제안 거부 후 이란 휴전이 '생명 유지 장치'에 있다고 말하다
Trump says Iran ceasefire is 'on life support' after rejecting Tehran's counterproposal
The panel agrees that the geopolitical risk premium is underpriced in the market, with a potential kinetic escalation in the …
OpenAI 재판: 나델라, 머스크가 마이크로소프트 투자에 대해 자신에게 우려를 제기한 적 없다고 말해
OpenAI trial: Nadella says Musk never raised concerns to him about Microsoft investment
The panel's discussion reveals a mixed sentiment regarding Microsoft's OpenAI investment. While some panelists argue that Microsoft's defense is strong …
JPMorgan Chase 주도 은행 그룹, KKR의 문제 있는 사모 신용 펀드에 대한 신용 라인 축소, 손실 증가
JPMorgan Chase-led bank group reins in credit line to troubled KKR private credit fund as losses mount
The panel consensus is bearish on FSK due to rising non-accruals, AI-driven software loan vulnerabilities, and banks' loss of confidence …
트럼프, 공화당, 이란 전쟁 속 연방 유류세 중단 제안
Trump, congressional Republicans float suspending federal gas tax amid Iran war
The panel largely agrees that suspending the federal gas tax is a politically motivated, inflationary measure that offers minimal consumer …