주식 시장 뉴스
최신 금융 뉴스 · 업데이트 7월 29, 2026
재조정 전쟁은 끝나지 않았다, 제프리스 이번 주 회의 소집하며 민주당원들 말하다
Redistricting war isn't over, Democrats say as Jeffries calls a meeting this week
The panel generally agrees that redistricting will likely lead to increased legislative gridlock, potentially capping the upside for major fiscal …
전 테슬라 CFO Deepak Ahuja, EV 배터리 재활용 업체 Redwood Materials 합류
Former Tesla CFO Deepak Ahuja joins EV battery recycler Redwood Materials
Redwood Materials' hiring of Deepak Ahuja signals a shift towards operational efficiency and capital discipline, potentially preparing for an IPO. …
칩 주식은 계속 급등하고 있습니다. 어떻게 하면 덜 지불하고 하나를 살 수 있을까요?
Chip stocks continue to surge. Here's how to buy one for less
The panelists agreed that Applied Materials (AMAT) is facing significant valuation risk, trading at 33x forward earnings against a 23x …
Genius Sports Limited (GENI): Larry Robbins Opens New Position
Genius Sports presents significant risks, including high customer concentration and uncertain profitability, despite impressive revenue growth. The panel is divided …
분석가 보고서: Jacobs Solutions Inc
Analyst Report: Jacobs Solutions Inc
Panelists agree that Jacobs Solutions' (J) large backlog suggests growth, but the quality and conversion rate of this backlog are …
Hain Celestial (HAIN) Q3 2026 실적 발표 녹취록
Hain Celestial (HAIN) Q3 2026 Earnings Transcript
Despite management's optimism, Hain Celestial's turnaround remains fragile with a 6% organic sales decline, razor-thin margins, and high leverage. The …
Accenture plc (ACN): Larry Robbins, 새로운 포지션 공개
Accenture plc (ACN): Larry Robbins Discloses New Position
The panel is divided on Accenture's (ACN) future, with concerns about 'Talent Debt' and the risk of fixed-price contracts becoming …
Analyst Report: Fidelity Natl Information Serv
Despite potential margin expansion, FIS faces significant headwinds including structural erosion of its core banking revenue due to 'build vs. …
Circle (CRCL) 2026년 1분기 실적 발표 녹취록
Circle (CRCL) Q1 2026 Earnings Transcript
The panel's discussion on Circle's Q1 2026 performance highlights its strong execution with USDC growth and the Arc token presale, …
Myriad Genetics Inc. (MYGN): Larry Robbins는 이 주식을 좋아합니다
Myriad Genetics Inc. (MYGN): Larry Robbins Likes This Stock
The panel consensus is that Myriad Genetics (MYGN) is a value trap masquerading as a turnaround play, with subpar revenue …
Lithia Motors Inc. (LAD): Larry Robbins이 이 주식을 대량 매수하고 있습니다.
Lithia Motors Inc. (LAD): Larry Robbins Is Loading Up on This Stock
The panel is bearish on Lithia Motors (LAD) due to significant margin compression, high debt levels, and the risk of …
Townsquare (TSQ) 2026년 1분기 실적 증언록
Townsquare (TSQ) Q1 2026 Earnings Transcript
Townsquare's digital pivot is delivering near-term mix improvement, but the financial bridge to growth remains unclear due to offsetting declines …