주식 시장 뉴스
최신 금융 뉴스 · 업데이트 7월 31, 2026
한타바이러스에 걸린 크루즈에 탑승한 영국 승객이 메르시사이드에서 격리될 예정
UK passengers on hantavirus-hit cruise to be flown to Merseyside for quarantine
The panel is bearish on the cruise sector due to the potential 'narrative contagion' risk and the administrative burden of …
월 $600의 HOA 납부금이 $1,300으로 급증할 때: 월별 및 특별 수수료가 주택 소유자를 어떻게 압박하는가
When your $600 monthly HOA payment jumps to $1,300: How monthly and special fees are strangling homeowners
The panel agrees that rising HOA fees pose a significant risk to homeowners and the real estate sector, particularly in …
AI 기반 사기 전화가 더욱 설득력 있고 흔해지고 있습니다: '그녀의 목소리였어요, 그녀가 겁에 질린 울음소리라는 걸 알아요'
AI-powered scam calls are getting more convincing—and more common: 'It was her voice, I know her scared cry'
The panel agrees that AI-driven voice cloning poses a significant risk to current phone-based authentication methods, leading to a shift …
짐 크레이머의 쇼피파이 분석: “주가가 얼음처럼 차가울 때 사야 한다”
Jim Cramer on Shopify: “You Want to Buy It When the Stock’s Ice Cold”
The panel agreed that Shopify's recent growth deceleration has led to a valuation reset, but they disagreed on whether the …
짐 크레이머, 아리스타 네트웍스에 대해 “매수할 때”
Jim Cramer on Arista Networks: “Time to Buy”
Arista Networks (ANET) faces supply constraints that could last 1-2 years, impacting its ability to meet hyperscaler demand and potentially …
짐 크레이머, "자선 신탁을 위해 100포인트 전에 델을 샀어야 했다"고 말하다
Jim Cramer Says “I Wish I’d Bought Dell for My Charitable Trust a Hundred Points Ago”
The panelists agreed that Dell's role in AI infrastructure is a significant tailwind, but they disagreed on the sustainability of …
키메라 인베스트먼트 1분기 실적 발표 요약
Chimera Investment Q1 Earnings Call Highlights
Panelists have mixed views on Chimera's Q1 performance. While some appreciate the liquidity improvement and dividend coverage, others express concerns …
짐 크레이머, 써모 피셔에 대해: "이 수준에서 매수할 수 있다고 생각합니다"
Jim Cramer on Thermo Fisher: “I Think You Can Buy It at This Level”
Despite beating earnings and raising guidance, TMO's stock dropped due to concerns about near-term visibility and potential slowdown in organic …
짐 크레이머, 익스트림 네트웍스: “이런 주식은 추천하지 않습니다”
Jim Cramer on Extreme Networks: “I Don’t Recommend Stocks Like This”
Panelists are divided on Extreme Networks (EXTR). While some see potential in its fabric-based architecture and growing SaaS revenue, others …
짐 크레이머, 대만 반도체에 대해: "처리할 수 있는 것보다 더 많은 사업을 가지고 있습니다"
Jim Cramer on Taiwan Semi: “They Have More Business Than They Can Handle”
TSMC's (TSM) strong backlog and near-monopoly on advanced nodes drive bullish sentiment, but geopolitical risks, potential yield degradation, and capacity …
짐 크레이머, 솔스티스 어드밴스드 머티리얼즈 실적 보고서 검토
Jim Cramer Reviews the Earnings Report from Solstice Advanced Materials
The panel is bearish on Solstice Advanced Materials (SOLS) due to concerns about margin pressure, potential demand softness, and structural …
AMETEK 주주, 이사회 지지…회사, 2025년 기록 달성 및 1분기 호조 전망 강조
AMETEK Shareholders Back Board as Company Highlights Record 2025, Strong Q1
The panel's discussion on AMETEK (AME) highlights strong 2025 results but raises concerns about sustainability of growth and valuation. While …