주식 시장 뉴스
최신 금융 뉴스 · 업데이트 7월 29, 2026
가장 과소평가된 소통 기술 1위 — 전문가에 따르면 대화를 살릴 수 있는 간단하지만 '강력한' 기법입니다.
The No. 1 most underrated communication skill—it's a simple but 'powerful' technique that can save a conversation, says expert
The discussion revolves around the 'pull-back' technique in high-stakes conversations, with panelists debating its strategic value, market impact, and potential …
테라다인(TER), AI 투자 다음 단계에 진입할 수 있다
Teradyne (TER) Could Be In The Next Phase Of AI Investing
Teradyne's (TER) valuation is aggressive given its core cyclical semiconductor test business, despite promising robotics and AI narratives. Risks include …
BWX Technologies (BWXT) - 거대 핵 에너지 관련주로 호평받다
BWX Technologies (BWXT) Touted As A Big Nuclear Play
The panel agrees that BWXT's strong defense revenue and potential in SMRs drive its valuation, but they caution about high …
Dutch Bros (BROS)가 열성적인 팬층을 보유한 것으로 알려짐
Dutch Bros (BROS) Said To Have Fanatical Following
The panel consensus is bearish on Dutch Bros (BROS) due to concerns about unit economics, margin compression, and the risk …
Fortinet (FTNT)는 AI '엔드게임'의 일부가 될 수 있는 주식
Fortinet (FTNT) Could Be A Stock Part Of The AI ‘Endgame’
Panelists agree that Fortinet's (FTNT) 46% YTD rally is driven by its pivot towards Unified SASE and Security Operations, but …
WESCO Inc (WCC)는 AI 구축의 중추라고 합니다.
WESCO Inc (WCC) Said To Be The Backbone Of The AI Buildout
WCC is a cyclical electrical distributor with significant exposure to data center capex, but its thin margins, high leverage, and …
PTC Inc. (PTC) 미국 산업 혁명의 중심에 있는 기업으로 주목받다
PTC Inc. (PTC) Inc Touted As A Firm That’s At The Heart Of America’s Industrial Revolution
The panel is skeptical about PTC's ability to execute a high-margin SaaS pivot due to cloud migration churn and potential …
캘리포니아 카운티, 사기 광고 관련 Meta 고소
California county sues Meta over scam ads
The panel generally agrees that the Santa Clara lawsuit introduces significant tail risk for Meta, with the potential for brand …
광범위 시장 ETF 대결: 반가드의 VTI 대 슈왑의 SCHB
Battle of the Broad Market ETFs: Vanguard's VTI vs. Schwab's SCHB
While both VTI and SCHB offer similar expense ratios and broad market exposure, VTI's superior liquidity, deeper holdings, and potential …
4월 주택 판매, 모기지 금리 상승 및 경제 불안 속 부진
Home sales underwhelmed in April amid elevated mortgage rates and economic jitters
The panel agrees that the housing market is stagnant, with flat existing home sales despite increasing inventory. They disagree on …
애스텔라 랩스(ALAB)가 분석가들에 따르면 가장 좋은 미국 반도체 주식인가?
Is Astera Labs. (ALAB) the Best American Semiconductor Stock to Buy According to Analysts?
The panel consensus is bearish on Astera Labs (ALAB) due to high customer concentration and potential hyperscaler integration risks, despite …
KeyBanc, Microchip Technology(MCHP) 목표 주가를 135달러로 상향 조정
KeyBanc Raises its Price Target on Microchip Technology (MCHP) to $135
The panel is divided on Microchip's outlook, with concerns about potential margin compression and cyclical risks outweighing optimism about data …