주식 시장 뉴스
최신 금융 뉴스 · 업데이트 6월 25, 2026
Flex Ltd (FLEX) 호실적 및 사업 분사로 사상 최고치 경신
Flex Ltd (FLEX) Hits All-Time High on Strong Earnings, Business Spinoff
The panel is divided on Flex's spinoff and growth prospects. While some see potential in the high-margin AI data center …
Anthropic, OpenAI 딜이 월스트리트를 재편하는 방식
Inside the Anthropic, OpenAI Deals That Are Reshaping Wall Street
The panel discusses the strategic partnerships of Anthropic and OpenAI with financial institutions, highlighting both the potential distribution advantages and …
체크리스트 대신 '세금 계획 마인드셋' 만드는 방법
How to Create a ‘Tax Planning Mindset’ Instead of a Checklist
The panelists debate the shift towards 'lifetime tax planning' driven by fee compression and regulatory changes, with some seeing it …
에너지 회수(Energy Recovery) 1분기 실적 발표 주요 내용
Energy Recovery Q1 Earnings Call Highlights
ERII faces significant near-term challenges due to Middle East project delays, leadership changes, and revenue visibility collapse, with the Q650 …
Amphenol (APH): 향후 2년간 투자할 최고의 성장주 12선
Amphenol (APH): 12 Best Growth Stocks to Invest In for the Next 2 Years
Amphenol's Q1 2026 results were impressive, but growth may not be sustainable due to potential cyclicality in datacom capex, integration …
Bloom Energy(BE)는 향후 2년간 최고의 성장주 중 하나인가
Is Bloom Energy (BE) One of the Best Growth Stocks for the Next 2 Years
The panel's net takeaway is that while Bloom Energy's Q1 2026 results are impressive, the company's growth and profitability hinge …
ASML Holding (ASML) 주식 환매 프로그램 실행에 대한 정기 업데이트 제공
ASML Holding (ASML) Provides Regular Update on Share Buyback Program Execution
Panelists generally view ASML's buyback as a neutral, routine action that doesn't address significant geopolitical risks and potential revenue deceleration. …
DexCom (DXCM)은 2026년 1분기 매출 11억 9천만 달러, 15% 성장 보고
DexCom (DXCM) Reports Q1 2026 Revenue of $1.19B with 15% Growth
DexCom's Q1 was strong with impressive revenue growth and margin expansion, but the stock's high valuation and potential risks from …
Celestica (CLS) GenAI, ML 인프라용 1.6TbE 스위치 가용성 발표
Celestica (CLS) Announces Availability of 1.6TbE Switches for GenAI, ML Infrastructure
Celestica's DS6000-series launch is a significant milestone, but the panel is divided on its long-term impact. While some see potential …
아레스 매니지먼트(ARES) 블랙스톤으로부터 로버 파이프라인 지분 32.4% 인수
Ares Management Corp. (ARES) Acquires 32.4% Stake in Rover Pipeline from Blackstone
The panel discusses Ares Management's acquisition of a 32.4% stake in the Rover Pipeline, with mixed views on its growth …
Quanta Services (PWR) 2026년 1분기 매출 78억 7천만 달러 기록 달성
Quanta Services (PWR) Reports Record Q1 2026 Revenue of $7.87B
Despite impressive Q1 results and a large backlog, panelists express concerns about execution risks, labor inflation, supply chain bottlenecks, and …
Howmet Aerospace (HWM) 임명 Jonathan Arena를 최고 법률 책임자 및 집행 부사장으로
Howmet Aerospace (HWM) Appoints Jonathan Arena as Executive VP and Chief Legal Officer
The appointment of Jonathan Arena as CLO is unlikely to be a significant catalyst for HWM in the near term, …