주식 시장 뉴스
최신 금융 뉴스 · 업데이트 6월 24, 2026
BGC Group, Inc 2026년 1분기 실적 발표 요약
BGC Group, Inc Q1 2026 Earnings Call Summary
BGC's Q1 results showed strong top-line growth, but near-term profitability depends on cost discipline and sustained macro volatility. The panel …
Blue Owl Tech (OTF) 2026년 1분기 실적 발표 녹취록
Blue Owl Tech (OTF) Q1 2026 Earnings Transcript
Blue Owl Technology Finance's (OTF) earnings sustainability is at risk due to a coverage gap, reliance on spillover income and …
Advanced Flower Capital Inc. 2026년 1분기 실적 발표 요약
Advanced Flower Capital Inc. Q1 2026 Earnings Call Summary
The panel consensus is bearish on Advanced Flower Capital's (AFCG) pivot to a diversified BDC, citing concerns about adverse selection, …
Factbox-항공사, 중동 분쟁에 대응해 항공편 취소
Factbox-Airlines cancel flights in response to Middle East conflict
The panel consensus is that the flight cancellations and rerouting represent a significant, potentially permanent, shift in regional logistics and …
eHealth (EHTH) 2026년 1분기 실적 발표 녹취록
eHealth (EHTH) Q1 2026 Earnings Transcript
The panel is divided on eHealth's pivot to a lifetime advisory model. While some see improved LTV/CAC ratios and cost …
Pivotal Research는 Meta Platforms(META)에 대해 여전히 강세 입장을 유지하지만 목표 주가는 하향 조정
Pivotal Research Remains Bullish on Meta Platforms (META) But Cuts PT
The panel's net takeaway is that Meta's (META) impressive 33% YoY revenue growth is being scrutinized due to uncertainty around …
여기서 시장이 마이크로소프트 코퍼레이션(MSFT) 실적 발표 후 무엇을 생각하는지 확인하세요
Here’s What the Street Thinks About Microsoft Corporation (MSFT) Post Earnings
Analysts have mixed views on MSFT's AI execution and future margins. While Azure's growth is impressive, the $190B FY26 capex …
Nvidia, 2027년까지 300달러 돌파 가능할까? 답은 '그렇다'인 이유
Can Nvidia Hit $300 by 2027? Here’s Why the Answer Is Yes
Panelists agree that Nvidia's FY2026 results are impressive, but the $300 target price hinges on sustained AI spend and successful …
BioMarin Pharmaceutical Inc.(BMRN)는 가장 큰 상승 잠재력을 가진 최고의 저렴한 주식 중 하나인가?
Is BioMarin Pharmaceutical Inc. (BMRN) One of the Top Cheap Stocks to Buy With the Biggest Upside Potential?
The panel's discussion revolves around BioMarin's (BMRN) potential and valuation, with a focus on VOXZOGO's clinical data and the company's …
Canaccord, 코이어 마이닝(CDE) 골드 동인 요인에 대한 목표가 상향 조정
Canaccord Upgrades Coeur Mining (CDE) on Factors Driving Gold
The panel's net takeaway is that Coeur Mining's (CDE) valuation relies heavily on a bullish gold price projection and operational …
Guggenheim, EPAM Systems(EPAM) 2분기 매출 전망 위험 속 목표주가 하향 조정
Guggenheim Cuts PT on EPAM Systems (EPAM) Amid Risks to Q2 Revenue Outlook
EPAM's 'quality vendor' status is being challenged due to potential margin compression in Q2, driven by a 'softer demand environment' …
AI 인프라 붐의 최대 수혜자는 월스트리트가 생각하는 사람이 아닌 이유
Why the Biggest Winner of the AI Infrastructure Boom Isn't Who Wall Street Thinks
While Dell's AI revenue growth and backlog are promising, the panelists have significant concerns about the sustainability of margins, potential …