주식 시장 뉴스
최신 금융 뉴스 · 업데이트 8월 23, 2026
알리바바, 중국 군사 블랙리스트 지정 문제로 美 국방부 상대로 소송 제기
Alibaba Sues U.S. Pentagon Over Chinese Military Blacklist Designation
The panel consensus is bearish on Alibaba's lawsuit against the U.S. DoD's 1260H designation, with the key risk being reputational …
오늘의 증시, 6월 24일: 웬디스 신규 밈주로 급등, 스티브 시룰리스 신임 CFO 임명
Stock Market Today, June 24: Wendy's Soars As it Becomes the Latest Meme Stock, Names Steve Cirulis New CFO
The panel consensus is bearish on Wendy's (WEN) current rally, driven by meme-fueled hype and retail sentiment, rather than fundamentals. …
버크셔 해서웨이, 구글에 100억 달러 사모 투자…개인 투자자 주목해야 하는 이유
Berkshire Hathaway Just Invested $10 Billion in Google at a Private Placement Price. Here's Why Retail Investors Should Pay Attention
The panel generally views Berkshire's $10 billion private placement in Alphabet as a positive yet cautious move, with most agreeing …
SK하이닉스, 나스닥 상장으로 290억 달러 조달 계획
South Korea’s biggest chipmaker SK Hynix plans to raise $29 billion via Nasdaq listing
SK Hynix's $29B Nasdaq ADR raise dilutes existing holders and may create a near-term overhang, despite potential long-term benefits from …
이 저평가된 인공지능(AI) 주식, 2026년 231% 급등. 조 단위 기업 되기 전 쓸어 담아라
This Underrated Artificial Intelligence (AI) Stock Has Jumped 231% in 2026. Buy It Hand Over Fist Before It Becomes a Trillion-Dollar Company
The panel's net takeaway is that Dell's trillion-dollar thesis is highly uncertain, hinging on aggressive growth assumptions and a favorable …
스페이스X, 역대급 IPO 이후 250억 달러 부채 판매 성공
SpaceX Raises $25 Bln In Debt Sale Following Record IPO
Despite the successful $25B debt raise, SpaceX's cash flow remains a concern, with only Starlink profitable and significant losses accumulated. …
알리바바, 美 국방부 블랙리스트 지정에 소송 제기
E-commerce giant Alibaba sues US government over defence blacklist
The panel consensus is bearish, with all participants agreeing that Alibaba's lawsuit against the DoD blacklist is unlikely to resolve …
월마트, Vibe.co 인수해 연결 TV 광고 플랫폼 확대
Walmart To Acquire Vibe.co To Expand Connected TV Advertising Platform
Walmart's acquisition of Vibe.co aims to expand its CTV advertising reach to SMBs, potentially increasing high-margin ad revenue. However, the …
캠페인 단체, 개트윅 입찰 실패 후 항소 검토
Campaigners consider appeal after Gatwick bids fail
The High Court's ruling clears the path for Gatwick's £2.2bn Northern Runway project, but the project's long-term success hinges on …
SpaceX, IPO 2주 만에 250억 달러 채권 매각
SpaceX raises $25 billion in debt sale less than two weeks after IPO
The panel consensus is bearish on SpaceX's recent debt sale, citing high capital intensity, unproven initiatives, and significant cash burn. …
SK하이닉스, 삼성 제치고 한국 최고 시가총액 기업 등극
SK Hynix surpasses Samsung as South Korea's most valuable company
The panel is divided on SK Hynix's valuation, with some seeing its HBM market share and AI tailwinds as a …
지금 DRAM에 투자해야 할까?
Should I Invest in DRAM Right Now?
The panel consensus is bearish on the Roundhill Memory ETF, citing extreme concentration risk (72% in three names), cyclical sensitivity …