주식 시장 뉴스
최신 금융 뉴스 · 업데이트 8월 23, 2026
Oracle, AI 투자 확대하며 21,000명 감원
Oracle cut 21,000 jobs as AI buildout continues
The panelists generally agree that Oracle's significant capital expenditure (capex) on AI data centers and the OpenAI deal carries substantial …
애브비 109억 달러 아포지 인수, 면역학 지배력 강화: 배당왕 주식 매수 시점인가?
AbbVie's $10.9 Billion Apogee Deal Will Extend Its Immunology Dominance: Is It Time to Load Up on This Dividend King?
The panel is divided on AbbVie's acquisition of Apogee, with concerns about execution risk, competition, and near-term dilution outweighing the …
8월 5일 전 모더나 주식 매수해야 할까?
Should You Buy Moderna Before Aug. 5?
The panel is bearish on Moderna's (MRNA) near-term prospects, with the FDA approval of mRNA-1010 on Aug. 5 being largely …
메타, 쿠날 샤를 왓츠앱 리더로 임명
Meta Appoints Kunal Shah As WhatsApp Leader
Meta's appointment of Kunal Shah to lead WhatsApp India signals a strategic push into payments and commerce, leveraging his fintech …
당신의 '땀 점수'를 아시나요? 수분 관리 기술의 부상
Do you know your 'sweat score'? The rise of hydration tech
The panel consensus is bearish on the hydration tech market, citing weak independent validation, unproven ROI, regulatory scrutiny, consumer fatigue, …
브렉시트가 장바구니와 휴가 지출에 미친 영향
Brexit: how it has hit your wallet at the supermarket and on holiday
The panel generally agrees that Brexit has added friction costs to UK consumers, with some costs potentially becoming structural. They …
브로드컴, 지금 AI 투자 최적의 선택일까?
Could Broadcom Be the Best Way to Invest in Artificial Intelligence Right Now?
Broadcom's strong AI semiconductor growth is supported by custom chip demand from hyperscalers, but the stock's high valuation (68x earnings) …
대부분의 투자자들이 들어본 적조차 없는 스페이스X 관련 핵에너지주, 그 변화가 시작된다.
Most Investors Have Never Heard of This Nuclear Stock Related to SpaceX. That's About to Change.
The panel consensus is bearish on the thesis that SpaceX will fund AI data-center growth with terrestrial nuclear power, specifically …
토이 스토리 5, 프랜차이즈 사상 최대 오프닝 주말 기록
Toy Story 5 sees franchise's biggest ever opening weekend
Toy Story 5's strong opening signals short-term relief for Disney, but high production costs, franchise fatigue, and reliance on international …
예측: 넷플릭스, 이 날에 $100 도달 전망
Prediction: Netflix Will Reach $100 on This Date
The panel discussion on NFLX is mixed, with concerns raised about the sustainability of ad revenue growth, potential content cost …
트럼프, 이란 추가 공격 시사에 유가 상승… 평화 협상 기대감 압도
Oil rises after Trump threatens fresh strikes on Iran, overshadowing peace talks
The panel is divided on the sustainability of the recent oil price increase, with some attributing it to geopolitical risk …
XRP ETF 대 HYPE ETF: 지금 더 나은 매수 선택은?
XRP ETFs vs. HYPE ETFs: Which Is the Better Buy Right Now?
The panel consensus is neutral, with concerns raised about Hyperliquid's (HYPE) buyback sustainability, dilution risk, and potential infrastructure issues. While …