주식 시장 뉴스
최신 금융 뉴스 · 업데이트 7월 30, 2026
Comp En De Mn Cemig ADS Q1 실적 발표 요약
Comp En De Mn Cemig ADS Q1 Earnings Call Highlights
CEMIG's Q1 2026 results show strong distribution EBITDA growth, but the panel is divided on the sustainability of this growth …
제너럴 모터스가 캘리포니아 운전자 프라이버시 합의로 $12.75M 지급
GM agrees to pay $12.75M in California driver privacy settlement
The panel is divided on the impact of GM's $12.75M California privacy settlement. While some argue it's a minor 'housekeeping …
퀄컴, 가이던스 하회. 데이터센터가 QCOM 주가를 끌어올릴 때까지 투자자들은 이를 무시하고 있다.
Qualcomm Missed on Guidance. Investors Are Shrugging It Off as They Wait for Data Centers to Take QCOM Stock Higher.
The panel is divided on Qualcomm's pivot to AI infrastructure, with concerns about competition, revenue visibility, and potential delays in …
페라리, 예상치 상회. 그런데 왜 주가는 하락세인가?
Ferrari Beat Estimates. So Why Is the Stock Down?
The panel is divided on Ferrari's stock, with concerns about the Luce EV's pricing and potential impact on the brand's …
나노 디멘션(NNDM) 2026년 1분기 실적 발표 녹취록
Nano Dimension (NNDM) Q1 2026 Earnings Transcript
Nano Dimension is effectively liquidating its operational identity, with a focus on monetizing assets and pursuing a reverse merger. The …
블랙록의 레이리 핀크가 AI가 새로운 삼조 달러 자산 클래스를 창출하고 있다고 말한다 — 트럼프의 정책이 이를 가속화할 수 있다
BlackRock’s Larry Fink Says AI Is Creating a New Trillion Dollar Asset Class — And Trump’s Policies May Accelerate It
The panelists debate the viability of 'compute futures' and the potential of utilities like CEG in the face of AI's …
고베제강 FY25 실적 하락; H1, FY26 가이던스 제시
Kobe Steel FY25 Earnings Falls; Guides H1, FY26
Panelists debate Kobe Steel's outlook, with most expressing caution due to front-loaded weakness, reliance on automotive sector, and uncertainty around …
인도 주식, 브렌트 유가가 105달러에 도달하면서 하락
Indian Shares Slump As Brent Crude Touches $105 On US-Iran Tensions
The panel consensus is bearish, with the key risk being a potential currency crisis due to the rupee depreciation and …
트럼프와 시진핑, 회담 예정. 미중 관세 현황은?
Trump and Xi are set to meet. Where do US-China tariffs stand?
Despite a potential short-term 'truce', panelists agree that the underlying structural issues in US-China trade relations remain unresolved, with a …
의회, 난방유 지원금 300파운드 확정
Council confirms £300 heating oil support
The panel agrees that the £300 support payments are a localized, insufficient measure that masks structural policy failures in UK …
CSL, 50억 달러 규모의 무형자산 손상 발표, FY26 전망 하향 조정; 주가 급락
CSL Sees $5 Bln Non-Cash Impairments, Cuts FY26 Outlook; Stock Plunges
The panel consensus is bearish, with the $5B impairment indicating a failure in CSL's capital allocation strategy, particularly the Vifor …
한국 코스피, 유가 급등 및 이란 위험 속 아시아 시장 혼조세 속 사상 최고치 경신
South Korea's Kospi hits fresh record as Asia markets trade mixed amid oil surge, Iran risks
The panel agrees that the Kospi's record-breaking performance is unsustainable, driven by momentum and currency factors rather than fundamentals. They …