주식 시장 뉴스
최신 금융 뉴스 · 업데이트 5월 14, 2026
'견조한 미국 경제': 주요 은행 실적 발표의 3가지 시사점
'A resilient American economy': 3 takeaways from big bank earnings
The panel's discussion reveals a mixed outlook on big banks' Q1 performance, with concerns about sustainability of earnings momentum and …
짐 크레이머, 아사나: “저는 그것을 판매하는 사람들과 동의해야 합니다.”
Jim Cramer on Asana: “I Have to Agree With the People Who Are Selling It”
The panel consensus is bearish, with concerns about Asana's 'no man's land' status, potential AI disruption, and the risk of …
Raymond James, Okta를 Outperform으로 평가상향: 이 하락한 사이버 보안 주식이 $60에 강력한 매수감인가?
Raymond James Upgrades Okta to Outperform: Is This Beaten-Down Cybersecurity Stock a Screaming Buy at $60?
The panel consensus is bearish, with the key risk being Okta's potential displacement by Microsoft's Entra ID bundling auth for …
짐 크레이머, 기가클라우드 테크놀로지: “매우 저렴합니다”
Jim Cramer on GigaCloud Technology: “It’s Very Inexpensive”
The panel consensus is overwhelmingly bearish on GigaCloud Technology (GCT), with concerns over heavy reliance on Asian manufacturers, potential tariffs, …
짐 크레이머, 퍼스트 솔라: “이 주식은 그냥 간과되었고, 너무 저렴하다고 생각합니다.”
Jim Cramer on First Solar: “This Stock’s Just Been Overlooked, I Think It’s Too Cheap”
The panel's net takeaway is that while First Solar (FSLR) appears cheap and has growth potential, its reliance on policy-dependent …
짐 크레이머, 부킹 홀딩스에 대해: “전쟁이 끝나면 이 주식이 엄청나게 치솟을 거라고 생각한다”
Jim Cramer on Booking Holdings: “When the War Ends, I Think This Thing’s Going to Soar”
BKNG faces significant headwinds including AI displacement, regulatory risks, and energy price impacts, but its capital-efficient model and potential for …
짐 크레이머, 비스트라: “유틸리티라는 게 무슨 상관이야, 이건 훌륭한 거래야”
Jim Cramer on Vistra: “I Know It’s Utility, Doesn’t Matter, It’s a Steal”
The panel's net takeaway is that Vistra (VST) is mispriced as a traditional utility, with EPS projected to double, but …
짐 크레이머, 우버: “이번 매도세는 매수 기회를 만들고 있다”
Jim Cramer on Uber: “This Sell-Off Is Creating Bargains”
Despite Uber's growth potential and partnerships, panelists express concern about its fragile profitability, regulatory risks, and the unproven nature of …
짐 크레이머, 마이크로소프트에 대해: “사업이 제가 원하는 방식으로 성장하지 않고 있습니다.”
Jim Cramer on Microsoft: “The Business Isn’t Growing the Way I’d Like It To”
The panel consensus is that while Azure's growth remains crucial, the market is over-indexing on AI hype at the expense …
TSMC Q1 실적 기대치 상회, AI 칩 수요 급증으로 수익 급등
TSMC beats Q1 expectations as profits surge on AI chip demand
TSMC's Q1 results were impressive, with high gross margins and strong AI-related demand. However, the sustainability of these margins and …
짐 크레이머, 메타의 인재 투자 효과 강조
Jim Cramer Highlights Meta Talent Investment Paying Off
The panelists agreed that Meta's AI investments are crucial for its future, but they differ on the timing and magnitude …
Jim Cramer Says “Whatever Bad That Was Supposed to Happen to NVIDIA, It Just Didn’t Happen”
The panelists agreed that NVDA's recent rebound was primarily a relief rally, not a fundamental change in long-term demand. They …