주식 시장 뉴스

BP, 월스트리트의 더블 업그레이드 받다: Argus, RBC 모두 회복 스토리에 대해 강세로 전환

BP Just Got a Wall Street Double Upgrade: Argus, RBC Both Turn Bullish on Recovery Story

Despite a strong Q1 performance and a $20B divestment plan, BP's execution history and potential write-downs on offshore wind assets …

JEPI, ROST, NEE, ETN: ETF Inflow Alert

The panel's discussion on JEPI's inflows and its holdings' performance is inconclusive, with varying interpretations of the data and its …

"Friendly Local Assassin" 백악관 특파원 만찬 총격 사건 용의자, 혐의 부인

"Friendly Local Assassin" Suspect In White House Correspondents' Dinner Shooting Pleads Not Guilty

The panel agrees that the immediate market impact is muted, but the long-term implications include increased volatility, potential shifts in …

TV 업프런트에서 AI가 부상하고 기업 개편이 라인업을 재편

At TV upfronts, AI is in and corporate shuffles are reshaping the line-up

The panel consensus is bearish on traditional media, highlighting structural problems like declining linear reach, cord-cutting, and the struggle to …

Circle, BlackRock, Apollo 등으로부터 Arc 토큰 사전 판매에서 30억 달러 가치로 2억 2,200만 달러 조달

Circle raises $222 million from BlackRock, Apollo and others in Arc token presale valued at $3 billion

The panel is largely bearish on Circle's Arc, citing dilution risk, unproven revenue, and regulatory uncertainty, with the key risk …

Micron 주가, 전반적인 시장 약세에도 불구하고 다시 상승. 메모리 칩 랠리가 멈추지 않는 이유는?

Micron shares are rising again despite weak overall market. Why memory chip rally seems unstoppable

The panel is divided on Micron's outlook, with concerns about the sustainability of high margins and the potential for a …

Cerebras, IPO 범위 상향 조정, 최대 48억 달러 조달 목표

Cerebras bumps up IPO range as it looks to raise up to $4.8 billion

The panelists generally agree that while there's strong institutional demand for Cerebras' IPO, the $48.8B fully diluted valuation is aggressive …

OpenAI는 새로운 사이버 모델에 대한 EU 접근을 제공하지만 Anthropic은 여전히 Mythos를 보류하고 있습니다.

OpenAI to give EU access to new cyber model but Anthropic still holding out on Mythos

OpenAI's move to provide the EU with 'GPT-5.5-Cyber' is seen as a strategic play to gain regulatory favor and potentially …

닌텐도, 스위치 2 가격 인상 및 부진한 판매 전망에 8% 급락

Nintendo plunges 8% after Switch 2 price hike and weak sales forecast

The panel is divided on Nintendo's Switch 2 price hike and unit guidance cut. Bulls argue that Nintendo's IP moat …

Shein, Temu를 '산업 규모' 저작권 침해 혐의로 고소, 영국 법정 공방

Shein accuses Temu of 'industrial scale' copyright breaches in UK legal battle

The panel agrees that the looming regulatory sunset on duty-free imports poses an existential threat to both Shein and Temu's …

실적 라이브 업데이트: Barrick, Constellation Energy 주식, 실적 호조에 상승

Earnings live updates: Barrick, Constellation Energy stocks rise on earnings beats

The panelists have mixed views on the sustainability of the current market expansion, with earnings growth driven by a handful …

게리 스티븐슨, "자녀들은 당신보다 가난할 것" — 미국 소득 불평등 심화

Gary Stevenson says 'your kids will be poorer than you' — as U.S. income inequality widens

The panel discussed the impact of wealth concentration and inequality on economic growth and market performance. While some panelists argued …