주식 시장 뉴스
최신 금융 뉴스 · 업데이트 8월 23, 2026
마이크로소프트, 셰브론과의 계약으로 AI 최대 병목 현상 해결
Microsoft Solves AI’s Biggest Bottleneck With Chevron Deal
The panel discusses Microsoft's 20-year fixed PPA with Chevron for a 2.67 GW gas plant, co-located to power Azure AI. …
JP모건체이스, 페트노와 로어보를 공동 사장으로 승진시켜 제이미 다이먼의 후계자 2명 추가 선정
JPMorgan Chase promotes Petno, Rohrbaugh to copresidents, setting up two more successors for Dimon
JPMorgan's succession plan, involving the promotion of four co-presidents and significant retention bonuses, signals potential internal power struggles and slower …
국왕 세금 고지서의 세 가지 이례적 요소
Three unusual things about the King's tax bill
The panel consensus is that the King's £12.9m tax disclosure is a performative gesture lacking transparency, with the real risk …
이제 우리는 찰스 3세 국왕이 얼마나 세금을 내는지 알게 되었고, 그 액수는 매우 적다
Now we know how much tax King Charles pays, and it is very little
The panel consensus is that the focus on the King's tax bill misses the structural complexities of the Duchy of …
실적 전망: Darden Restaurants 실적 발표에서 주목할 점
Earnings Preview: What To Expect From Darden Restaurants’ Report
Panelists express bearish sentiments towards Darden's stock, citing persistent cost pressures, potential traffic softness, and concerns about the sustainability of …
퓨얼셀 에너지, 핏 에너지와 대형 데이터센터 전력 공급 계약 체결에 급등 (FCEL)
FuelCell Energy Jumps on Major Data Centre Power Agreement With Fit Energy (FCEL)
The panel is largely bearish on FuelCell Energy's 380 MW fuel cell capacity deal with Fit Energy, citing execution risk, …
알리바바, 중국 군사 회사 라벨 삭제 요구 소송 제기
Alibaba sues Pentagon to remove Chinese military company label
The panel generally agrees that Alibaba's lawsuit is a strategic move to mitigate near-term procurement friction, but the long-term risks …
새 연준 의장 케빈 워시, 트럼프 대통령 뜻 거스르다…그러나 최대 비판자 위한 길 찾을 수도
New Fed Chair Kevin Warsh Has So Far Defied President Trump at Every Turn. But He May Yet Find a Way to Deliver for One of the Fed's Biggest Critics.
Despite initial hawkish signals, the panel agrees that Fed Chair Warsh's policy stance remains uncertain, with a potential pivot to …
액티브 ETF, 5월까지 운용자산 2조4900억 달러로 사상 최대 기록
Active ETFs Hit Record $2.49T in Assets Through May
While active ETFs have seen impressive growth with $2.49T in assets and 74 months of inflows, panelists agree that the …
제가 반복해서 계속 쌓아 모으고 있는 1개의 초저평가 하드웨어 공룡 기업
Here Is the 1 Dirt-Cheap Hardware Juggernaut I Keep Accumulating on Repeat
The panel has mixed views on Nvidia's future, with concerns around a potential slowdown in AI capex, hyperscaler ROI, and …
세일즈포스 $CRM, 52주 신저가 경신...투자자 주목
CRM Stock Alert: What to Know as Salesforce Hits a New 52-Week Low
Despite strong ARR growth, CRM faces significant integration risks and margin pressure, which could keep multiples compressed and lead to …
미국 정부, 175억 달러 대출로 원자력 에너지 부흥 가속화. 유틸리티 주식에 미칠 영향은?
The U.S. Government is Supercharging the Nuclear Energy Resurgence With $17.5 Billion in Loans. Here's What it Means for Utility Stocks.
The panel is bearish on the $17.5B DOE loan program for nuclear projects, citing execution risks, regulatory hurdles, and political …