주식 시장 뉴스
최신 금융 뉴스 · 업데이트 5월 14, 2026
베른스타인, 인텔 목표 주가 60달러로 거의 두 배 인상: 칩 제조업체의 전환은 마침내 시작되었는가?
Bernstein Nearly Doubles Intel’s Price Target to $60: Has the Chipmaker’s Turnaround Finally Arrived?
The panel consensus is bearish on Intel, with the key concern being the foundry's projected $2.51B operating loss in 2025 …
짐 크레이머, "블랙록은 좋은 프라이빗 크레딧을 보유하고 있다"
Jim Cramer Highlights “BlackRock Has Good Private Credit”
Panelists agree that BlackRock's private credit exposure carries risks, particularly around illiquidity, opacity, and potential regulatory changes. They disagree on …
AmEx, Altman 후원 Hyper 인수, AI 기반 비용 관리 도구 추진
AmEx to buy Altman-backed Hyper in push for AI-powered expense tools
The panel is mixed on AmEx's acquisition of Hyper, with concerns about integration risks, talent retention, and uncertain ROI, but …
그레이엄 스테판, 로스앤젤레스 임대 부동산 전체 매각하며 부동산 커뮤니티를 놀라게 하다. 최종 결정적인 계기는 다음과 같다.
Graham Stephan Stuns The Real Estate Community By Listing All His LA Rentals And Walking Away. Here's What The Final Straw Was
The panelists agree that Graham Stephan's decision to exit the LA rental market signals a broader issue with collapsing risk-adjusted …
예측: 1년 만에 5배 이상 뛰어오른 이 인공지능(AI) 주식은 66% 이상 더 치솟을 수 있습니다.
Prediction: This Artificial Intelligence (AI) Stock That Has Jumped by Over 5x in a Year Can Still Soar by 66% or More
The panel is largely bearish on Applied Digital (APLD), citing high customer concentration, execution risks in data center construction and …
S&P 500 지수와 금, 어떤 ETF 투자가 더 나은가?
What Is the Better ETF Investment, the S&P 500 Index or Gold?
The panel generally agrees that while GLD can serve as a useful hedge, SPY is the better choice for long-term …
Aehr Test Systems 주식, $41M 후속 생산 주문으로 18% 상승, Hyperscale AI 고객사로부터
Aehr Test Systems Stock Rises 18% On $41 Mln Follow-On Production Order From Hyperscale AI Customer
The panel discusses Aehr's $41M order, with mixed views on its significance. While some see it as validation of Aehr's …
이 63억 달러 규모의 거래가 엘리 릴리에게 판도를 바꿀 것인가?
Is This $6.3 Billion Deal a Game Changer for Eli Lilly?
The panel is divided on Eli Lilly's acquisition of Centessa, with some seeing it as a strategic play to diversify …
Nvidia 주식은 지금 처음으로 이런 일을 했습니다. 투자자들은 주의해야 합니다.
Nvidia Stock Just Did This For the First Time Ever. Investors Should Pay Attention
Despite Nvidia's impressive 11-day win streak and record Q4 results, panelists are cautious due to high valuation, potential overcapacity, and …
S&P 500 Just Shrugged Off the Iran War and Hit a New Record High. But Are Investors Too Bullish?
The S&P 500 Just Shrugged Off the Iran War and Hit a New Record High. But Are Investors Too Bullish?
The panel is divided on the sustainability of the S&P 500's record highs, with concerns about elevated energy costs, potential …
테슬라 로보택시 서비스가 실패하면 어떻게 될까?
What Happens If Tesla's Robotaxi Service Flops?
The panelists agreed that Tesla's current valuation is heavily tied to its 'Robotaxi' narrative, with significant risks and opportunities surrounding …
더 저렴한 Doritos 및 Lays, PepsiCo가 어려움을 겪고 있던 간식 애호가들을 다시 확보하는 데 도움
Cheaper Doritos and Lays helps PepsiCo win back struggling snackers
PepsiCo's Q1 results show strong sales and profit growth, but the sustainability of these gains is debated. The company's price …