주식 시장 뉴스
최신 금융 뉴스 · 업데이트 7월 29, 2026
중국의 휘발유 수요 급감에 따른 자동차 판매 부진
China’s Car Sales Slump as Gasoline Demand Craters
The panel agrees that the 21.5% drop in Chinese car sales signals a significant slowdown in consumer demand, with even …
Expedia와 CarTrawler, 더블린 회동 후 거래 임박: 스쿱
Expedia and CarTrawler May Be Close to a Deal Following a Meeting in Dublin: Scoop
The panel is divided on Expedia's acquisition of CarTrawler, with bullish arguments focusing on the strategic fit and potential data …
Robo.ai, Neurovia를 1억 달러 딜에 인수하여 AI 데이터 성장 가속화
Robo.ai to acquire Neurovia in $100m deal for AI data growth
The panelists debate the strategic value of Robo.ai's all-stock acquisition of Neurovia, with opinions ranging from a 'sovereign data play' …
AI 주식의 기록적인 랠리 속에서 월스트리트, 병목 현상 추격에 대한 분석
Markets 'love chasing bottlenecks': Wall Street weighs epic run in AI stocks
The panel is bearish on 'bottleneck' suppliers due to potential inventory corrections, hyperscaler capex scrutiny, and vertical integration by hyperscalers …
1조 달러 클럽의 새로운 회원들이 AI 붐을 이끌고 있습니다: 오늘의 차트
The $1 trillion club's new members are powering the AI boom: Chart of the Day
The panel's net takeaway is that while Samsung's entry into the $1 trillion club signals the importance of hardware in …
Autoliv, 튀르키예 제조 철수로 2,200명 일자리 감축
Autoliv to cut 2,200 jobs as it exits Türkiye manufacturing
Autoliv's (ALV) decision to exit Turkish manufacturing by 2028 is seen as a necessary capacity rationalization in a declining European …
WEC 에너지 그룹(WEC)이 1분기 보고서에서 추정치를 상회
WEC Energy Group (WEC) Tops Estimates in Q1 Report
WEC's Q1 beat is impressive, but investors should look beyond headline EPS growth. The real risk lies in the massive …
Public Service Enterprise Group (PEG) Q1 실적 예상치 상회, 2026년 전망 재확인
Public Service Enterprise Group (PEG) Beats Estimates in Q1, Reaffirms 2026 Outlook
PSEG's Q1 beat was driven by extreme weather, but long-term growth relies on regulatory approvals and potential data center demand. …
FH Capital, JinkoSolar 미국 자회사 지분 75.1% 인수
FH Capital to buy 75.1% stake in JinkoSolar US subsidiary
The panelists generally agree that JinkoSolar's divestment of a majority stake in its US subsidiary to FH Capital is a …
엔터지(ETR) 1분기 실적 호조에 따른 목표주가 상향 조정
Entergy (ETR) Price Target Raised Following Q1 Earnings Beat
Entergy's $57B capex plan, driven by 16% annual industrial growth, faces significant risks including regulatory approval, supply chain constraints, and …
도미니언 에너지(D)의 견고한 1분기 실적 발표 후 목표 주가 상향 조정
Dominion Energy (D) Price Target Boosted Following “Solid” Q1 Report
Panelists agree on Dominion Energy's (D) significant data center exposure and growth potential, but disagree on the regulatory risks and …
Inspire Brands, 미국 IPO 비공개 서류 제출 준비
Inspire Brands prepares to go public with confidential US IPO filing
The panelists have a neutral to bearish sentiment on Inspire Brands' IPO due to concerns about high leverage, potential 'royalty …