주식 시장 뉴스
최신 금융 뉴스 · 업데이트 6월 24, 2026
도이체방크, Q2 전망에 따라 버켄스탁 홀딩스(BIRK) 목표주가 하향 조정
Deutsche Bank Cuts PT on Birkenstock Holding (BIRK) As Part of Q2 Preview
The panel is divided on Birkenstock's outlook, with concerns about inventory levels, geopolitical risks, and currency volatility offsetting optimism about …
Groupe Bruxelles Lambert, 1분기 순자산가치 하락으로 이익 31% 감소
Groupe Bruxelles Lambert Q1 Profit Falls 31% As NAV Declines
GBL's Q1 results show a complex picture with cash earnings up 21% but NAV down 14%. The company is pivoting …
Meta의 $1000 달성 여부는 한 가지 엄청난 질문에 달려 있습니다
Meta's Path to $1000 Depends on One Massive Question
The panel is divided on Meta's path to $1000 share price, with concerns about AI capex, regulatory risks, and competition, …
금요일에 발표될 4월 고용 보고서에서 기대할 사항
Here's what to expect from Friday's release of the April jobs report
The panel consensus is that the labor market is stagnating despite superficial stability, with a K-shaped wage divergence causing real …
Anthropic CEO Dario Amodei, 일부 소프트웨어 회사가 '완전히 파산할 것'이라고 경고
Anthropic CEO Dario Amodei warns some software companies will 'completely go bust'
The panel discusses the impact of AI on software complexity moats, with a consensus that while AI integration is rampant, …
Super Micro, AI 서버 수요에 베팅하며 낙관적인 전망 제공, 주가 급등
Super Micro bets on AI server demand to provide upbeat forecast, shares soar
Despite a strong Q4 revenue guidance, Super Micro's (SMCI) stock price increase is largely driven by relief rather than fundamentals. …
AEP 2026년 1분기 GAAP 순이익 9% 증가한 8억 7,400만 달러
AEP Q1 2026 GAAP earnings rise 9% to $874m
The panel has mixed views on AEP's prospects. While some see it as a prime AI power play with robust …
씨티, 은행원 및 자산 관리사 추천 수수료 변경
Citi changes referral pay for bankers and wealth advisers
Citi's shift to direct referral payouts aims to boost synergies and fee-based revenue, but faces execution risks and potential regulatory …
피바디 에너지 1분기 실적 발표 하이라이트
Peabody Energy Q1 Earnings Call Highlights
Despite strong seaborne thermal performance, Centurion's operational issues and unhedged diesel exposure pose significant risks. The panel is divided on …
Nebius 주가 4월에 33% 급등한 이유와 계속해서 상승하는 이유
Why Nebius Group Stock Popped 33% in April and Why It Continues to Power Higher
Nebius' high valuation is based on distant milestones and speculative partnerships, with significant execution risks including geopolitical overhang, power grid …
2026년 스마트 투자자들이 매수 중인 눈에 띄지 않는 AI 주식
The Under-the-Radar AI Stock Smart Investors Are Loading Up On in 2026
The panelists have mixed views on AppLovin (APP). While some see it as a high-beta play on mobile ad-spend efficiency …
워렌 버핏이 소유한 이 배당주, 당신도 사야 할까?
Warren Buffett Owns This Dividend Stock. Should You Buy It Too?
The panel is largely bearish on Sirius XM (SIRI), with concerns about structural obsolescence, subscriber churn, and high leverage. The …