주식 시장 뉴스
최신 금융 뉴스 · 업데이트 7월 29, 2026
Strategy, 비트코인 매도 신호에도 추가 매수
Strategy Buys More Bitcoin Despite Signaling Potential Sales
The panel consensus is bearish on MicroStrategy's Bitcoin strategy, with key concerns being the company's reliance on equity dilution to …
서클 주식, 스테이블코인 사용 사례 증가에 13% 상승
Circle stock climbs 13% as stablecoin use cases grow
Circle's Q1 shows strong USDC growth and margin expansion, but earnings miss and heavy operational expenditure raise concerns. The 'AI …
심지어 6자리 수의 은퇴 저축금이 있더라도 일찍 은퇴하는 것을 후회할 수도 있습니다 — 그리고 그 이유가 3가지 있습니다
Even if you have six-figure retirement savings, you still may regret retiring early — and here are 3 reasons why
The panel agreed that a 'six-figure' retirement fund may be insufficient for a 30-year horizon due to sequence-of-returns risk, inflation …
Take-Two Interactive, UBS가 GTA VI 낙관론에 힘입어 최고의 미국 게임주로 선정
Take-Two Interactive named top US gaming pick by UBS on GTA VI optimism
The panel is divided on Take-Two Interactive (TTWO) stock, with concerns about GTA VI's development costs, potential monetization backlash, and …
Mammoth Energy Services, Inc. 2026년 1분기 실적 발표 요약
Mammoth Energy Services, Inc. Q1 2026 Earnings Call Summary
TUSK's recent operational progress, including positive adjusted EBITDA and significant cost cuts, has been noted, but concerns remain about its …
Seadrill Limited 2026년 1분기 실적 발표 요약
Seadrill Limited Q1 2026 Earnings Call Summary
Seadrill's (SDRL) Q1 performance was strong, but the panel is divided on its sustainability. While some see potential in 2027 …
분석가들이 여전히 ServiceNow, Inc. (NOW)를 선호하는 이유
Why Analysts Still Favor ServiceNow, Inc. (NOW)
Panelists are largely bearish on ServiceNow due to its high valuation, reliance on aggressive growth assumptions, and risks from AI …
Keel Infrastructure, 비트코인 채굴에서 AI로 전환 완료하며 1억 4,500만 달러 손실 기록
Keel Infrastructure Posts $145 Million Loss as Firm Completes Pivot From Bitcoin Miner to AI
Panelists largely agree that Keel Infrastructure's 'AI pivot' is facing significant challenges, with a 23% revenue decline and a $98 …
애널리스트, 워키바(Workiva Inc., WK)에서 강력한 위험-보상 전망 제시
Analysts See Strong Risk-Reward in Workiva Inc. (WK)
Despite a strong Q1 and promising AI-driven expansion, Workiva's (WK) long-term growth prospects and valuation are debated. While some panelists …
골드만삭스가 EPAM Systems, Inc.(EPAM)에 대해 갑자기 중립적으로 돌아선 이유
Why Goldman Suddenly Turned Neutral on EPAM Systems, Inc. (EPAM)
EPAM's stock is facing significant headwinds due to discretionary spending weakness, geopolitical risks, and high client concentration. While AI services …
애널리스트들, 목표가 하향에도 불구하고 Itron, Inc.(ITRI)에 대해 강세 유지
Analysts Stay Bullish on Itron, Inc. (ITRI) Despite Target Cut
The panel consensus is bearish on Itron (ITRI) due to concerns about Q1 revenue pull-forward, weak Q2 guidance, and potential …
SpaceX 투자 전, 이 경쟁사 상위권을 고려하세요
Before You Invest in SpaceX, Consider This Top Competitor
The panel generally agrees that while Amazon's Project Kuiper has potential, it's still in its infancy and faces significant challenges, …