주식 시장 뉴스
최신 금융 뉴스 · 업데이트 6월 25, 2026
폴스타, 관세 및 가격 압박으로 1분기 손실 확대
Polestar first quarter loss widens on tariffs and pricing pressure
Panelists agree that Polestar is burning cash and needs to improve its unit economics, but they disagree on the extent …
짐 크레이머, 델 서버 및 버티브 냉각을 주요 AI 구성 요소로 강조
Jim Cramer Highlights Dell Servers and Vertiv Cooling as Major AI Components
The panelists debate Dell's (DELL) role as an 'AI factory' play, with concerns about margin compression, debt servicing, and hyperscaler …
짐 크레이머, 인텔 및 AMD CPU 급등 가치 논의
Jim Cramer Discusses Surging Value of Intel and AMD CPUs
The panel consensus is bearish on Intel (INTC), citing execution risks in its 18A process node rollout, uncompetitive performance-per-watt against …
짐 크레이머, 블룸 에너지에 대해: "주가는 로켓선"
Jim Cramer on Bloom Energy: “Stock Is a Rocket Ship”
The panelists generally agree that Bloom Energy (BE) is overvalued and faces significant risks, including capital intensity, volatile gross margins, …
짐 크레이머, GE 버노바에 대해: “돈을 찍어내고 있다”
Jim Cramer on GE Vernova: “It’s Printing Money”
The panel consensus is bearish on GE Vernova (GEV), with key concerns being the company's high valuation, potential execution risks, …
Coinbase, Q1 손실 예상보다 커…암호화폐 거래 둔화
Coinbase reported wider-than-expected Q1 loss as crypto trading slows
Despite a Q1 earnings miss and significant unrealized investment loss, the panelists agree that Coinbase's diversification into derivatives, prediction markets, …
짐 크레이머, 엔비디아의 최대 기업 지위 언급하며 신규 테크 칩 찬사
Jim Cramer Notes NVIDIA’s Status as Largest Company While Praising New Tech Chips
The panel discussion on NVDA's future is divided, with concerns about the 'Law of Large Numbers', supply constraints, and potential …
짐 크레이머 "마이크로소프트, 인기가 떨어진 구형 소프트웨어에 갇힌 것으로 보인다"
Jim Cramer Says “Microsoft Appears Stuck With Old Software That Has Fallen Out of Favor”
Microsoft's Azure growth and AI strategy are promising, but high capital expenditure and regulatory risks may impact its stock performance …
2026년 5월 최고의 잔액 이전 신용카드: 2027년까지 이자를 내지 마세요
The best balance transfer credit cards for May 2026: Don't pay any interest until 2027
Panelists generally agree that while 0% APR balance transfer offers may provide temporary relief, they are not a long-term solution …
분석가 보고서: Flex Ltd
Analyst Report: Flex Ltd
The panel is divided on Flex Ltd (FLEX), with some bullish on the potential divestiture of non-core assets and others …
W&T Offshore (WTI) 2026년 1분기 실적 발표 녹취록
W&T Offshore (WTI) Q1 2026 Earnings Transcript
WTI's Q1 results show operational efficiency, but long-term sustainability and reliance on regulatory tailwinds are key concerns.
강력한 고용 보고서로 Fed는 동결 유지, 전쟁과 에너지 가격으로 인플레이션이 더 큰 우려로
Strong jobs report to keep Fed on hold as war and energy prices make inflation the bigger worry
Despite a 115k payroll beat, panelists remain bearish due to declining labor force participation, sticky inflation, and potential stagflation risks …