시장 뉴스 & AI 분석
최신 금융 뉴스 · 업데이트 5월 05, 2026
인텔이 일론 머스크의 테라팹 프로젝트에 합류했습니다. 이것이 INTC 주식을 매수할 만한 이유가 될까요?
Intel Just Joined the Terafab Project with Elon Musk. Does That Make INTC Stock a Buy?
The panel is bearish on Intel's current valuation, with concerns about execution risk, over-reliance on the Terafab partnership, and high …
케빈 워시 연방준비제도(Fed) 의장 지명 확인 계획, 지명 청문회 연기로 난관에 봉착
Kevin Warsh Fed chair confirmation plan hits snag as nomination hearing is delayed
The panel consensus is that the delay in Kevin Warsh's confirmation hearing is more than just procedural, with the real …
Skillsoft (SKIL) 2026년 4분기 실적 발표 회의록
Skillsoft (SKIL) Q4 2026 Earnings Call Transcript
Skillsoft's AI pivot shows early traction with 15 paying customers and 994% growth in AI skill completions, but revenue growth …
코게코 커뮤니케이션즈 Inc. 2분기 순이익 증가
Cogeco Communications Inc. Q2 Profit Climbs
The panel consensus is bearish on Cogeco (CCA.TO) due to persistent revenue pressure, unsustainable margin expansion, and significant risks from …
쿠라 스시 (KRUS) 2026년 2분기 실적 발표 녹취록
Kura Sushi (KRUS) Q2 2026 Earnings Call Transcript
KRUS delivered a strong Q2 with operational beats but guidance was cautious due to geopolitical uncertainty. The panel is divided …
로빈후드 마켓 실적 전망: 예상되는 것
Robinhood Markets Earnings Preview: What to Expect
The panel is divided on Robinhood's (HOOD) future prospects. While some see potential in its transition to a recurring revenue …
Xanadu Quantum Technologies Limited Class B Subordinate Voting Shares 연간 손실 증가
Xanadu Quantum Technologies Limited Class B Subordinate Voting Shares FullYear Loss Climbs
Xanadu's (XNDU) significant revenue growth (190.6% YoY) is overshadowed by a widening net loss (53.7% YoY), raising concerns about its …
피博迪能源 주식이 목요일에 하락한 이유
Why Peabody Energy Stock Tumbled on Thursday
The panel is divided on Peabody's (BTU) recent stock drop, with concerns about Centurion mine's volume miss and potential operational …
주식, 미-이란 휴전 합의에 급등
Stocks Soar as US and Iran Agree to a Ceasefire
The panelists generally agreed that the current market rally is driven by a temporary ceasefire, with significant risks remaining, such …
SpaceX IPO에 투자해야 하는 진짜 이유, 월스트리트 분석가에 따르면
This is the Real Reason to Invest in the SpaceX IPO, According to 1 Wall Street Analyst
The panel is largely bearish on SpaceX's 'sovereign AI' thesis due to unproven profitability, high execution risk, and significant technical …
Polymarket 이란 베팅, 새로운 분쟁 및 내부자 조사 촉발
Polymarket Iran Bets Draw Fresh Dispute and Insider Scrutiny
The panel consensus is that prediction markets like Polymarket face significant structural risks, particularly the 'Oracle Problem' and insider trading …
기관 채권 포지셔닝, 우리 모두를 위한 번역
Institutional Bond Positioning, Translated for the Rest of Us
The panel generally agrees that Wedmont's addition of VTC is a defensive move rather than a high-conviction play, with risks …