주식 시장 뉴스
최신 금융 뉴스 · 업데이트 7월 04, 2026
SpaceX와 Tesla가 합병할까요? 1가지 놀라운 이유로 메가 합병을 예측합니다
Will SpaceX and Tesla Merge? I'm Predicting a Megamerger for 1 Surprising Reason
The panel consensus is that a Tesla-SpaceX merger faces overwhelming regulatory hurdles, governance issues, and potential value destruction, making it …
Nebius는 연말까지 데이터 센터 매출을 540% 성장시키는 것을 목표로 하고 있습니다. 주식이 여전히 저평가될 수 있는 2가지 이유.
Nebius Is Targeting 540% Data Center Revenue Growth by Year-End. 2 Reasons the Stock Could Still Be Undervalued.
Panelists express concern about Nebius' execution risk, demand risk, customer concentration, and geopolitical risks, casting doubt on its ability to …
HPE는 25% 급등, 사상 최고치 경신하며 최고의 하루를 보낼 태세
HPE surges 25% after blowout earnings, pacing for its best day ever
HPE's strong Q2 results, driven by AI-related server demand, have led to a significant stock price increase. However, there is …
Core Scientific (CORZ): AI 기술 분야에서 샤벨 레디 리더
Core Scientific (CORZ): A Shovel-Ready Leader in the AI Tech Landscape
The panel consensus is that CORZ's stock faces significant execution risks, with the primary concern being the company's ability to …
SpaceX, IPO 상장 수수료 0.75% 미만 협상 중 - 블룸버그 뉴스 보도
SpaceX negotiating underwriting fees under 0.75% for IPO, Bloomberg News reports
The panel is bearish on SpaceX's IPO due to the company's high valuation, diverse but mismatched business risk profiles, and …
FIBK 2025년 4분기 실적 발표 녹취록
FIBK Q4 2025 Earnings Transcript
FIBK's 'shrink-to-grow' strategy faces significant headwinds due to deposit outflows and weak loan growth, despite improvements in credit quality and …
XRP, 비트코인으로 인해 알트코인 하락하며 4% 하락
XRP Slides 4% As Bitcoin Pulls Down Altcoins
The panel largely agrees that XRP's recent decline is primarily due to its beta behavior with Bitcoin, but they differ …
HPE 주식, 단순한 이유로 폭발: AI 플레이로 드디어 인정받다
HPE stock explodes for one simple reason: It's finally seen as an AI play
The panel is divided on HPE's long-term prospects. While some see a successful shift to AI and high-performance compute, others …
Anthropic, Project Glasswing를 200개 파트너로 확장
Anthropic expanding Project Glasswing to 200 partners
Anthropic's Glasswing expansion signals enterprise demand for automated vulnerability discovery, but the 6-12 month commoditization risk remains a significant concern. …
엘리자베스 워렌, 케빈 워시를 트럼프의 '꼭두각시'로 낙인찍다. 그의 첫 연준 회의는 그녀를 틀렸음을 증명할 수도 있다.
Elizabeth Warren Branded Kevin Warsh Trump’s ‘Sock Puppet.’ His First Fed Meeting May Prove Her Wrong
The panel consensus is bearish, with the key risk being the erosion of the Fed's independence and credibility under a …
트럼프, 주택 규제 담당자 빌 풀테를 국가정보국 국장 대행으로 지명
Trump Taps Housing Regulator Bill Pulte As Acting Director Of National Intelligence
The panel unanimously expresses concern over Bill Pulte's appointment as Acting DNI while retaining his FHFA directorship and Fannie/Freddie chairmanship, …
선물, 월스트리트 하락 출발 예상
Futures Suggest Wall Street To Open Lower
The panel is divided on the market's direction, with concerns about high valuations and geopolitical risks countering optimism about solid …