주식 시장 뉴스
최신 금융 뉴스 · 업데이트 7월 31, 2026
Nokia (NOK), Cinia와 협력하여 핀란드 인프라를 위한 관리형 DDoS 보호 출시
Nokia (NOK) Partners With Cinia to Launch Managed DDoS Protection for Finland’s Infrastructure
The panel discusses Nokia's partnership with Cinia for DDoS protection, with mixed views on its significance. While some see it …
레이먼드 제임스가 서던 컴퍼니(SO) 목표 주가를 104달러로 상향 조정했습니다.
Raymond James Raises its Price Target on Southern Company (SO) to $104
The panel is divided on Southern Company (SO), with concerns about regulatory risks and financing costs offsetting optimism about data …
탈렌 에너지(TLN) 1분기 EPS 예상치 상회
Talen Energy (TLN) Reports Q1 EPS Beat
The panel is divided on Talen Energy (TLN), with bullish views on its data center real estate potential and hedged …
NRG Energy (NRG), 1분기 조정 주당순이익(EPS) 1.49달러 기록
NRG Energy (NRG) Reports Q1 Adjusted EPS $1.49
NRG's Q1 results show robust top-line growth but margin compression due to ERCOT weather and lower power prices. The company …
Constellation Energy (CEG)는 데이터 센터 수요에 가장 적합한 전력 생산 주식인가?
Is Constellation Energy (CEG) the Best Power Generation Stock To Buy For Data Center Demand?
The panelists debate the sustainability of CEG's valuation, with bulls focusing on data center demand and structural grid scarcity, while …
포틀랜드 제너럴 일렉트릭 (POR) 1분기 EPS 발표
Portland General Electric (POR) Reports Q1 EPS
The panel consensus is bearish on Portland General Electric (POR) due to significant earnings miss in Q1, reliance on regulatory …
프랭클린 템플턴의 대담한 S&P 500 전망, 월스트리트 경악
Franklin Templeton’s bold S&P 500 call stuns Wall Street
The panel is mixed on the S&P 500's target of 7,000-7,400, with concerns about earnings sustainability, multiple compression, and macro …
Ameren (AEE) 1분기 EPS 예상치 상회
Ameren (AEE) Reports Q1 EPS Beat
Ameren's (AEE) Q1 EPS beat was driven by operational efficiency, not demand growth. While maintained FY26 guidance signals confidence, the …
Ormat Technologies (ORA) 1분기 EPS 예상치 상회
Ormat Technologies (ORA) Reports Q1 EPS Above Estimates
The panel is divided on Ormat's (ORA) Q1 beat, with concerns raised about the sustainability of its margin expansion, high …
월마트(WMT) – 2026년 구매할 최고의 인플레이션 헤지 주식 10선
Walmart (WMT) – Among the 10 Best Inflation-Hedge Stocks to Buy for 2026
Despite Walmart's strength in grocery demand and higher-income shoppers, the panel expresses caution due to high valuation, margin pressures, and …
‘앞으로 갈 길이 멉니다’: 커뮤니티 카셰어링이 영국 기후 목표 달성에 도움이 될 수 있을까요?
‘A long road ahead’: could community car-sharing help UK hit climate targets?
The panel consensus is bearish on UK green transport stocks and the current approach to decarbonization, citing structural issues in …
T. Rowe Price Group 주주, ETF 자산 250억 달러 돌파에 이사회 지지
T. Rowe Price Group Shareholders Back Board as ETF Assets Top $25 Billion
The panel consensus is bearish on T. Rowe Price (TROW), citing structural headwinds from passive index funds, persistent net outflows, …