주식 시장 뉴스
최신 금융 뉴스 · 업데이트 6월 23, 2026
Bill Ackman의 Pershing Square USA가 공개되었으며, 이 이사(Director)는 10,000주를 매수했습니다.
Bill Ackman's Pershing Square USA Is Now Public, and This Director Just Bought 10,000 Shares
The panel is bearish on PSUS due to its persistent NAV discount and lack of a mechanism to force price-to-NAV …
Whirlpool 주가 20% 하락, CFO "가전 수요는 '대침체' 이후 최저"
Whirlpool stock sinks 20%, CFO says appliance demand hasn't been this low since 'the great financial crisis'
Panelists agree that Whirlpool's (WHR) aggressive price hikes in a weak demand environment pose significant risks, with potential volume erosion …
캐나다 시장은 긍정적인 시작을 할 수도 있습니다.
Canadian Market Might Start Positive
The panel is bearish on the TSX due to the significant weight of energy stocks (18-20%) and the potential drag …
지정학적 위험 지속에 따른 달러 강세
Dollar Firms as Geopolitical Risks Remain
The panelists agreed that the DXY is currently rangebound due to conflicting signals from resilient housing data and softening ISM …
Visa 캐나다 및 Wealthsimple, 캐나다 USDC 결제 파일럿 출시
Visa Canada and Wealthsimple Launch USDC Settlement Pilot in Canada
Visa's USDC settlement pilot with Wealthsimple is a strategic move that could lower capital intensity and clearing times, but regulatory …
베네수엘라의 석유 반등은 왜 페트로달러가 물류 시스템인지 보여줍니다
Venezuela’s Oil Rebound Shows Why the Petrodollar Is a Logistics System
The discussion reveals a nuanced view of Venezuela's oil rebound, with participants agreeing that licensed exports bring a 'compliance premium' …
Rheinmetall 1분기 실적 상승, 2분기 성장 전망 강화; FY26 전망 확인
Rheinmetall Q1 Earnings Rise, Sees Stronger Growth In Q2; Confirms FY26 Outlook
Rheinmetall's Q1 results and 2026 guidance signal strong growth potential, but execution risks and funding-heavy growth under long lead times …
AdaptHealth Corp. 2026년 1분기 실적 발표 요약
AdaptHealth Corp. Q1 2026 Earnings Call Summary
The panelists agree that AdaptHealth's (AHCO) Q1 performance was impressive, but they have mixed views on the company's pivot towards …
‘드릴, 베이비, 드릴’: 트럼프, 미국 석유 호황이 이제 막 시작됐다고 말하며 사우디아라비아와 러시아를 합쳐도 미국이 더 많은 양을 생산한다고 발표
‘Drill, baby, drill’: Trump says US oil boom just getting started as America outpumps Saudi Arabia, Russia combined
Despite record U.S. crude output, domestic pump prices remain high due to refining constraints and global market influences. The 'energy …
팔란티어의 '어닝 서프라이즈'에도 주가가 움직이지 않은 이유. 현재 회사를 괴롭히는 2가지 문제
Why Palantir's Beat-and-Raise Quarter Did Absolutely Nothing for the Stock. 2 Issues Plaguing the Company Right Now
Palantir's Q1 results were mixed, with a slight miss on U.S. commercial revenue but strong overall growth and raised guidance. …
Intel vs AMD: 왜 인텔 주식의 위험 대비 수익률이 더 유리한가
Intel vs AMD: Why the Risk-Reward Is Skewed in Intel Stock’s Favor
Despite a strong Q1 and 200% YTD rally, Intel's ability to execute at scale on 18A process and secure customers …
Arm Holdings 주식, 4월에 39% 급등
Why Arm Holdings Stock Jumped 39% in April
The panel is largely bearish on ARM, citing a disconnect between valuation and fundamentals, geopolitical risks, and uncertainty around the …