주식 시장 뉴스

백악관의 새로운 대테러 전략에서 나온 4가지 핵심 사항

4 Key Points From New White House Counter-Terror Strategy

Panelists generally agree that the shift in counterterrorism strategy towards cartels and hemispheric threats will drive defense spending and potentially …

Cameco, AP1000 원자력 발전소 20기 전망

Cameco Sees As Many As 20 AP1000 Nuclear Reactors On The Horizon

Despite the potential for a nuclear renaissance, the panel agrees that the execution risks and supply chain bottlenecks, particularly the …

콩, 금요일 더 높은 수준으로 회복

Soybeans Recover Higher on Friday

The panel is divided on the soybean market's direction, with concerns about weak export demand and persistent bearish fundamentals, but …

34억 달러 규모의 이유로 Nvidia가 오늘 IREN 주가를 상승시켰습니다.

The $3.4 Billion Reason Nvidia Drove IREN Stock Higher Today

Panelists agree that IREN's pivot to AI cloud services is promising, but execution risks, regulatory hurdles, and potential dilution from …

CoreWeave 주가, 예상치 하회 전망에 급락

CoreWeave stock sinks after forecast miss

CoreWeave's recent earnings miss signals a potential profitability crisis, with margin compression due to competitive pricing or front-loaded capex. The …

면화, 금요일 반등

Cotton Rallies Back on Friday

Panelists agree that the cotton futures rally is driven by speculative momentum rather than fundamental demand, with the divergence between …

Blackbaud Inc. (BLKB) 1분기 실적 및 가이던스, 강력한 성장 모멘텀 주장

Blackbaud Inc. (BLKB)’s First Quarter Results and Guidance Assert Strong Growth Momentum

Despite a solid Q1 beat, Blackbaud's growth prospects remain uncertain, with organic recurring revenue stuck at 5% and Evercore cutting …

‘U-Haul에서 벌어지는 일’: WSJ 경제학자, 2조 달러가 저세금 공화당 주(red states)로 도피했다고 말하다. 민주당의 해결책은? 더 많은 세금

‘Happening on U-Hauls’: WSJ economist says $2T has fled blue states for low-tax red states. Dems' solution? More taxes

The panelists agreed that tax policy is not the sole driver of domestic migration, with demographic momentum, remote work, and …

Snap 주식 매도 중. 이란 전쟁도 셀카에는 좋지 않다는 것이 밝혀졌습니다

Snap Stock Is Selling Off. It Turns Out the Iran War Is Bad for Selfies Too

The panel consensus is bearish on Snap's stock, citing a significant decline in North American DAUs, lack of product-market relevance, …

McKesson (MCK) 2026년 4분기 실적 발표 전문

McKesson (MCK) Q4 2026 Earnings Transcript

McKesson's FY26 results were strong with 18% EPS growth, driven by oncology and specialty pharmacy expansion. The company's plan to …

브룩필드 비즈니스 코퍼레이션 2026년 1분기 실적 발표 요약

Brookfield Business Corporation Q1 2026 Earnings Call Summary

The panel's net takeaway is that while Brookfield Business Corp (BBU) has shown strong capital generation and growth potential, its …

Creative Media & Community Trust Corporation Q1 2026 Earnings Call Summary

CMCT's restructuring efforts face significant challenges, with the key risk being the successful refinancing of the Oakland office portfolio before …