주식 시장 뉴스

최신 금융 뉴스 · 업데이트 10월 28, 2026

F
BEARISH

버크셔 주가, 사상 최고치 경신하며 워런 버핏 '블루스' 털어내다

Berkshire shares shake the Buffett blues with new all-time highs

The panel consensus is bearish due to concerns about Berkshire's massive cash pile, Alphabet's exposure to AI spending, and potential …

CNBC · 10월 24, 2026
SPCE
NEUTRAL

우크라이나 "스타링크·스타실드 고속 제한 해제" 발표

Ukraine says Starlink and Starshield high speed restrictions have been lifted

The panel agrees that while the restoration of Starlink/Starshield speeds is a tactical win for Ukraine, it highlights a dangerous …

CNBC · 10월 24, 2026
S U
BEARISH

항공권 급등에도 탑승객 감소…항공사들은 왜 걱정 안 할까

Fewer people are flying as airfare soars. Here's why airlines aren't worried

The panel consensus is bearish on the airline industry, citing fragile pricing power, potential demand softness, high fuel and labor …

CNBC · 10월 23, 2026
NEUTRAL

차세대 승계 시 패밀리 오피스, 위험·부채·대체 투자 늘릴 듯

Family offices likely to add risk, debt and alternatives under the next generation

The panel discusses a generational shift in family offices towards higher alternatives and debt usage, with potential risks including liquidity …

CNBC · 10월 23, 2026
BEARISH

텔레그래프, 신규 소유주 'AI 기반' 글로벌 기업 전환 약속하며 100명 감원

Telegraph cuts 100 jobs as new owner promises to turn paper into ‘AI-powered’ global business

The panel is bearish on Axel Springer's acquisition and pivot of The Telegraph, citing risks of editorial erosion, delayed ROI, …

The Guardian · 10월 23, 2026
P S VIP
BEARISH

AI 쇼크 후 선물 흔들리자 브렌트유 114달러 돌파, 프랑스 무디스 강등 대비

Futures Wobble After AI Bloodbath As Brent Hits $114, France Braces For Moody's

The panel consensus is bearish, with the key risk being the financing of AI capex under tighter credit conditions and …

ZeroHedge · 10월 23, 2026
DRI QSR BKE BRKR
NEUTRAL

레스토랑 실적 발표, 다수 브랜드 보유 효과 시험대 오르나

Restaurant earnings will test whether owning more brands pays off

The panelists debate the merits of multi-brand restaurant portfolios, with some arguing they provide resilience and hedging against consumer weakness, …

CNBC · 10월 23, 2026
S U
NEUTRAL

텍사스 상원 선거: 탈라리코 신규 광고, 일론 머스크 '불법 자금' 공세 비판

Texas Senate race: New Talarico ad rips Elon Musk 'dark money' push

The panel discusses the potential market impact of Elon Musk's political spending in the Texas Senate race. While some panelists …

CNBC · 10월 23, 2026
RBC
NEUTRAL

AI 에이전트, 은행 예금 시장 뒤흔들까? 월스트리트 과잉 반응 가능성

AI agents could disrupt bank deposits. Why Wall Street may be overreacting

While AI agents pose a long-term threat to deposit margins, the panel agrees that near-term disruption is limited due to …

CNBC · 10월 23, 2026
NEUTRAL

AI '블랙 옥토버': 치명적 PHP 취약점이 촉발한 글로벌 보안 비상

AI's 'Black October': Critical PHP flaws set off global security scramble

The panel agrees that the PHP flaws pose a significant risk, particularly for SMBs, due to patching friction and potential …

CNBC · 10월 23, 2026
J S U
NEUTRAL

공법, 공화당이 근소 차로 패할 경우 알래스카주 상원 선거 당선자 확정 차단 소송 제기

DOJ sues to block Alaska from certifying Senate race winner if Republican narrowly loses

The panel consensus is that the DOJ's lawsuit carries significant risks, including heightened volatility, weakened DOJ credibility, and potential regulatory …

CNBC · 10월 23, 2026
S U
NEUTRAL

두 전직 FBI 관료, 헌터 바이든 수사 관련 허위 진술 혐의로 기소: DOJ

Two ex-FBI officials charged with allegedly lying about Hunter Biden probe: DOJ

The panel is neutral on the immediate market impact of the charges, but flags potential risks including procurement delays for …

CNBC · 10월 23, 2026