주식 시장 뉴스
최신 금융 뉴스 · 업데이트 6월 25, 2026
Cloudflare (NET)가 Wiz와 파트너십을 맺고 섀도우 AI로부터 AI 애플리케이션 보호
Cloudflare (NET) Partners with Wiz to Secure AI Applications Against Shadow AI
The integration of Cloudflare with Wiz is seen as tactically sound but strategically modest, providing a credible co-marketing story and …
MasTec (MTZ), 2026년 1분기 매출 38억 달러 기록, 34% 성장 견인
MasTec (MTZ) Reports Record Q1 2026 Revenue of $3.8B Driven by 34% Growth
Panelists are divided on MasTec's outlook, with some bullish on the company's shift towards energy infrastructure and others concerned about …
Fortinet Q1 실적 발표 주요 내용
Fortinet Q1 Earnings Call Highlights
Panelists agree that Fortinet's Q1 results were impressive, with strong billings growth and record margins. However, there's disagreement on the …
아케르 BP, 1분기 수익은 강력한 생산과 가속화된 심라 유전에 힘입어
Aker BP Q1 Profit Driven by Strong Output and Fast-Tracked Symra Oil
Aker BP's Q1 showed operational excellence, but high capex and reliance on project execution for growth pose risks. The Norwegian …
United-Guardian Inc 1분기 이익 증가
United-Guardian Inc Q1 Profit Advances
United-Guardian's Q1 results show promising margin expansion, but the company's small size and lack of institutional coverage make its growth …
Oklo 주식, 4월에 46% 급등한 이유
Why Oklo Stock Surged 46% in April
The panel consensus is that Oklo's recent rally is overhyped and decoupled from fundamentals. Despite its partnerships and milestones, Oklo …
Oshkosh, FY26 전망 유지; 주가 6.8% 하락 - 업데이트
Oshkosh Maintains FY26 Outlook; Shares Down 6.8% - Update
Despite maintaining FY26 guidance, Oshkosh's (OSK) 6.8% pre-market drop signals market skepticism towards its ability to meet targets, with key …
CAC 40, 중동 긴장 고조 속 손실 확대
CAC 40 Adds To Losses Amidst Fresh Middle East Tensions
The panelists generally agree that the CAC 40's recent dip is due to geopolitical tensions and oil price increases, but …
Oshkosh Corporation, 1분기 순이익 감소 발표
Oshkosh Corporation Announces Drop In Q1 Bottom Line
OSK's Q1 results show severe margin compression, with EPS collapsing 62% despite flat revenue. While the defense backlog provides some …
Pinterest의 실적 급등: 일시적인 반등인가, 회복의 시작인가?
Pinterest's Earnings Surge: A Short-Lived Spike or a Start of a Recovery?
Pinterest's Q1 beat signals ad momentum, but profitability and user growth remain concerns. The tvScientific acquisition could enhance CTV ad …
4월 미국 고용, 예상보다 훨씬 큰 폭 증가
U.S. Employment Jumps Much More Than Expected In April
The panel agrees that the headline job growth is misleading due to downward revisions in previous months, suggesting a cooling …
지난 100년간 주식 시장에서 창출된 부의 절반을 46개 기업이 차지했다고 연구원들이 밝혀
46 firms accounted for half the wealth generated by the stock market over the past 100 years, researchers say
While the panel agrees that a small group of stocks drives market returns, they disagree on the implications. Some argue …