주식 시장 뉴스

최신 금융 뉴스 · 업데이트 7월 04, 2026

HPQ
▼ bear…

HP와 OpenAI, AI 기반 혁신 이끌 파트너십 출범

HP And OpenAI Launch Frontier Partnership To Drive AI-Powered Transformation

The panel is bearish on HP's partnership with OpenAI Frontier, citing risks such as uncertain ROI, potential margin dilution from …

Nasdaq · 6월 29, 2026
MS S U
▬ mixed

이란-미국 충돌 재점화에 중동 공급 불안감 커지며 유가 상승

Oil rises as renewed U.S.-Iran strikes reignite Middle East supply fears

The panel is divided on the impact of U.S.-Iran strikes on oil prices, with some arguing that geopolitical risks will …

CNBC · 6월 29, 2026
NVDA
▬ mixed

다음 10년간 보유해도 좋은 3가지 인공지능 주식

3 Artificial Intelligence Stocks You Can Buy and Hold for the Next Decade

The panelists generally agreed that the article's recommendations of Palantir, Alphabet, and SMH ETF as decade-long AI winners are overhyped …

Nasdaq · 6월 29, 2026
WEN
▼ bear…

월가 투자자들, 웬디스에 다시 낙관론…밈 주식 급등 속 WEN 매매 전략

Wall Street Bets Investors Are Bullish Again on Wendy’s. How to Play WEN Stock Amid a Meme Surge Here.

The panel is largely bearish on Wendy's (WEN) due to deteriorating fundamentals, high execution risk, and the unsustainability of the …

Yahoo Finance · 6월 29, 2026
P S
▼ bear…

미국과 이란의 공격 중단 속 S&P 500 종목 60% 매수 평가

60% of S&P 500 Stocks Carry Buy Ratings as US, Iran Halt Strikes

The panel consensus is bearish, warning of a potential market pullback due to fragile geopolitical conditions, high 'Buy' ratings, and …

Yahoo Finance · 6월 28, 2026
MELI ON
▬ mixed

모두가 스페이스X를 말하지만, 나는 이 두 성장주에 더 주목한다

Everyone Is Talking About SpaceX. Here Are 2 Growth Stocks I Like Much Better.

The panel is largely bearish on the given article, citing mismatched metrics, speculative valuations, and overlooked risks for SpaceX, MELI, …

Nasdaq · 6월 28, 2026
GME EBAY
▼ bear…

게임스톱, 이베이 인수 제안 거절에도 인수 의지 재확인

GameStop pledges to pursue its takeover offer for eBay despite rejection

The panel unanimously agrees that GameStop's $56B bid for eBay is a high-risk, low-probability move that is unlikely to succeed …

Yahoo Finance · 6월 28, 2026
NOV SLB
▬ mixed

NOV vs. SLB N.V.: 2026년, 어떤 에너지 주식이 더 나은 선택일까?

NOV vs. SLB N.V.: Which Energy Stock Is a Better Buy in 2026?

The panelists have mixed views on SLB and NOV, with ChatGPT and Gemini favoring SLB for its higher margins and …

Nasdaq · 6월 28, 2026
▬ mixed

바이낸스, 유럽 서비스 중단한다

Binance To No Longer Provide Service In Europe

Binance's exit from the EU is a regulatory milestone that may have structural implications for the exchange's global liquidity dominance …

Yahoo Finance · 6월 28, 2026
KO AXP
▬ mixed

20년간 보유할 만한 워렌 버핏이 투자한 2개 주식

2 Warren Buffett Stocks to Buy and Hold for the Next 20 Years

The panel generally agreed that while Coca-Cola (KO) and American Express (AXP) have durable moats, their current valuations may not …

Nasdaq · 6월 28, 2026
CVLT
▬ mixed

마이크로소프트, 커밋볼트를 네이티브 애저 서비스로 전환… CVLT 주식 투자 전략은?

Microsoft Just Made Commvault a Native Azure Service. Here Is How to Play CVLT Stock.

The panel is mixed on Commvault (CVLT) due to the Azure ISV partnership's potential distribution tailwind and execution risks. While …

Yahoo Finance · 6월 28, 2026
▬ mixed

도널드 트럼프 주니어, 칼시 지분 무료 취득… 예측 시장 플랫폼, 400억 달러 가치 평가 노리며 지분 가치 수십억 달러로 급등 가능성: 보도

Donald Trump Jr. Got A Kalshi Stake For Free— Now It Could Be Worth Billions As Prediction Market Platform Eyes $40 Billion Valuation: Report

The panel is largely bearish on Kalshi's $40B valuation, citing unproven monetization, regulatory risks, and potential legal challenges.

Yahoo Finance · 6월 27, 2026