주식 시장 뉴스
최신 금융 뉴스 · 업데이트 7월 04, 2026
인도 주가가 이란 협정 불확실성으로 손실 연장
Indian Shares Extend Losses On Iran Deal Uncertainty
The panel generally agreed that the market's reaction to Iran deal uncertainty was overblown, with the real drivers being sector-specific …
Nvidia, Arm 및 기타 기술주들이 오늘 상승한 이유
Why Nvidia, Arm, and Other Tech Stocks Popped Today
While Nvidia's RTX Spark announcement positions it to challenge Intel and AMD in the PC CPU market, the panelists agree …
브리스톨 마이어스 스퀴브 주식이 실제로 그렇게 저렴하지 않은 이유
Why Bristol Myers Squibb Stock Isn't Nearly As Cheap As It Looks
The panel consensus is bearish on Bristol-Myers Squibb (BMY), with key concerns being the patent cliff in 2026 and 2028, …
스테판 커리가 언더아머와 결별 후 중국 브랜드 리닝과 계약
Steph Curry signs with Chinese brand Li-Ning after Under Armour split
The panel is divided on Li-Ning's deal with Curry. Bulls see it as a defensive play to secure market share …
런던, 이스라엘 비판가 하산 피커, 쳘크 위거의 영국 입국 금지
London Bans Israel Critics Hassan Piker, Cenk Uyghur From Entering UK
The panel generally agrees that the UK's ban on Cenk Uygur and Hasan Piker has political and reputational implications, but …
메타가 AI 투자에 대한 계획을 세웠다. 그 저조한 주식이 필요하게 되었다.
Meta Has a Plan to Monetize Its AI Investments. Its Underperforming Stock Needs It Badly.
Meta's AI-driven ad growth and new subscription tiers are promising, but high capex, potential cannibalization of ad revenue, and regulatory …
블랙스톤이 130억 달러 이상의 아시아 개인자본펀드를 닫는다
Blackstone closes its largest Asia private equity fund at over $13 billion
While Blackstone's $13.1B Asia fund close signals confidence in the region, the panelists agree that the real test lies in …
세일즈포스 CEO 마르크 베니오프가 전통적인 SaaS에 전쟁을 선포했다
Salesforce CEO Marc Benioff Just Declared War On Traditional SaaS
The panel is largely skeptical about Salesforce's Agentforce pivot, with concerns around margin dilution, data migration, and competition from Microsoft …
2월 최고의 성과 자산과 최악의 성과 자산: 3부작 이야기
A Three-Part Story: These Were The Best And Worst Performing Assets In February
The panel consensus is bearish, warning of a market rally built on fragile geopolitical rumors and AI hype, with real …
플로리다, "위험한" OpenAI와 Sam Altman을 AI 피해로 고소한 최초 주가 됨
Florida Becomes First State To Sue "Unsafe" OpenAI And Sam Altman Over AI Harms
The panel consensus is that Florida's lawsuit introduces significant regulatory and litigation risks for OpenAI, potentially impacting its valuation and …
BofA 재설정 MongoDB 주가 목표치, 실적 발표 후
BofA resets MongoDB stock price target after earnings
The panel is divided on MongoDB's (MDB) future growth prospects, with some arguing for a potential acceleration in Atlas adoption …
ServiceNow 주식: NOW가 기술 부문보다 실적이 저조한가?
ServiceNow Stock: Is NOW Underperforming the Technology Sector?
The panel is divided on ServiceNow's (NOW) current valuation and future prospects. While some argue that the stock's underperformance is …