주식 시장 뉴스
최신 금융 뉴스 · 업데이트 7월 31, 2026
Advanced Micro Devices (AMD)는 승리하기 위해 Nvidia (NVDA)를 이길 필요가 없습니다 – 캐시 우드의 최고의 AI 칩 주식
Advanced Micro Devices (AMD) Doesn’t Need to Beat Nvidia (NVDA) To Be a Winner – Cathie Wood’s Top AI Chip Stock
The panel's net takeaway is that AMD's success hinges on its software ecosystem (ROCm) gaining traction to challenge Nvidia's CUDA …
Guardian Pharmacy Services Q1 실적 발표 주요 내용
Guardian Pharmacy Services Q1 Earnings Call Highlights
Panelists are divided on Guardian Pharmacy Services (GRDN). While some highlight resilient Q1 results and margin expansion, others caution about …
오늘 최고의 머니 마켓 계좌 금리, 2026년 5월 9일 (최고 계좌 연 4.01% APY 제공)
Best money market account rates today, May 9, 2026 (best account provides 4.01% APY)
The panel consensus is that the 4.01% APY offered by TotalBank on money market accounts is a temporary, high-risk opportunity …
주택담보대출 및 재융자 이자율 오늘, 2026년 5월 10일: 지난주 이자율은 혼조세를 보였습니다
Mortgage and refinance interest rates today, May 10, 2026: Rates were a mixed bag last week
The panelists generally agree that the housing market faces headwinds due to affordability issues and potential demand slowdown, despite some …
HELOC 및 주택 담보 대출 금리 2026년 5월 10일 일요일: 주택 담보 대출 금리 2026년 최저치 기록
HELOC and home equity loan rates Sunday, May 10, 2026: Home equity rates tie 2026-low
While lower HELOC rates present opportunities for homeowners to access equity, the consensus is that it comes with significant risks. …
Global Payments Q1 실적 발표 주요 내용
Global Payments Q1 Earnings Call Highlights
The panelists have mixed views on Global Payments (GPN). While some highlight the impressive operating margin, revenue growth, and synergy …
한 펀드의 1,000만 달러 규모 National Storage 엑시트가 스토리지 수요보다 Public Storage 딜과 더 관련 있을 수 있는 이유
Why One Fund’s $10 Million National Storage Exit May Be More About the Public Storage Deal Than Storage Demand
The panelists agree that Waterfall's exit from NSA is primarily driven by the pending Public Storage (PSA) merger, with tax …
소형주, 2026년에 다시 부활할까?
Are Small-Cap Stocks About to Make a Comeback in 2026?
The panel is divided on the outlook for small caps, with concerns about zombie firms, credit risk, and execution risk …
Meta 주식 매수해야 할까?
Is Meta Stock a Buy?
Meta's valuation at 19x forward earnings is debated, with bulls citing fast ad growth and bears warning of high capex …
예측: AI 인프라 주식, 2026년 S&P 500 능가할 것
Prediction: AI Infrastructure Stocks Will Crush the S&P 500 in 2026
The panel is largely bearish on the $700B AI capex thesis, citing potential latency in AI adoption, margin compression due …
이 회사는 AI 에이전트에 동력을 공급하고 싶지만 주가가 너무 높게 책정되었습니까?
This Company Wants to Power AI Agents, but Is the Stock Priced Too High?
Cloudflare's (NET) expansion into AI agents and edge services is promising, but execution risks and competitive threats from hyperscalers like …
QQQM은 QQQ보다 더 나은 매수처입니다 -- 강력한 이유 하나 때문에
QQQM Is a Better Buy Than QQQ -- For 1 Powerful Reason
While QQQM offers a slight expense ratio advantage, the panel consensus is that QQQ's superior liquidity, options ecosystem, and tax-loss …