주식 시장 뉴스
최신 금융 뉴스 · 업데이트 7월 04, 2026
슈머, 트럼프 법무부 '법전' 기금 차단 상원 투표 강행 시사
Schumer says Democrats will force Senate votes to block Trump's DOJ 'lawfare' fund
The panel consensus is that the $1.8B DOJ 'lawfare' fund's fate hinges on the Virginia court's ruling on its statutory …
BofA 트림 코나그라 브랜드, Inc. (CAG)의 목표 주가를 13달러로 낮추고, 투보퍼폼 등급을 유지
BofA Trims Conagra Brands, Inc. (CAG)’s Price Target To $13, Keeps Underperform Rating
The panel consensus is bearish on Conagra (CAG) due to significant margin compression, sluggish volume growth, and the potential for …
Argus, 뉴저지 리소스(NJR)의 강력한 2분기 실적 발표 후 목표 주가 상향 조정
Argus Raises Price Target on New Jersey Resources (NJR) After Strong Q2 Earnings Beat
NJR's 24% EPS growth was driven by one-time weather-related gains, not sustainable operational improvements. The core regulated utility business faces …
CoStar Group, Inc. (CSGP) 주택 시장 데이터 제공업체 Zonda 인수 예정
CoStar Group, Inc. (CSGP) To Acquire Housing Market Data Provider Zonda
The panel's net takeaway is that CoStar's acquisition of Zonda carries significant risks, including potential revenue leakage due to churn, …
Lockheed Martin (LMT), ICS 기본형 첫 인도 완료
Lockheed Martin (LMT) Makes its First Delivery of ICS Baseline
Lockheed Martin's ICS delivery and Troy facility expansion signal steady defense spending, but execution risks, commoditization concerns, and uncertain procurement …
Public Service Enterprise (PEG)에 대한 Truist의 목표 주가 $3 하향 조정
Public Service Enterprise (PEG) Sees a $3 Price Target Cut at Truist
Analysts generally agree that PEG's valuation is unsustainable due to regulatory risks and heavy capex, with Truist's $3 price target …
Nvidia, Dell, HP의 AI 칩 발표에 마이크로소프트, 델, HP 주가 상승
Microsoft, Dell, and HP stocks rise as Nvidia announces new AI chip for personal computers
The panel consensus is bearish on the immediate prospects of Nvidia's RTX Spark Superchip entering the PC market, citing software …
People Incorporated는 MGM Resorts를 인수할 것을 제안합니다.
People Incorporated Proposes To Acquire MGM Resorts
The panel is largely bearish on IAC's non-binding bid to take MGM private due to financing uncertainties, regulatory risks, and …
SpaceX-Tesla 합병에 대한 미래 보고서가 힘을 얻고 있습니다. 하지만 그렇게 복잡한 거래가 실제로 실현 가능할까요?
Reports of a Future SpaceX-Tesla Merger Are Picking Up Steam. But Is Such a Complex Deal Actually Feasible?
The panel is overwhelmingly bearish on the proposed SpaceX-Tesla merger, citing massive dilution risk, governance issues, unproven synergies, and potential …
배리 딜러의 피플 Inc., MGM 리조트 비공개 전환 입찰
Barry Diller People Inc. bid to take MGM Resorts private
The panel is largely bearish on the $18B non-binding take-private offer for MGM at $48.30, with key concerns being financing …
Nvidia CEO, AI PC 재구축을 스마트폰 전환에 버금가는 "새로운 시작"이라고 선언
Nvidia CEO Declares AI PC Reinvention A "New Beginning" On Par With Smartphone Shift
The panelists have mixed views on Nvidia's RTX Spark announcement, with concerns about the PC market's ability to drive significant …
아... 귀여운 춤추는 로봇 경찰 국가 감시견을 보세요...
Aww... Look At The Cute Dancing-Robot Police-State Surveillance-Dog...
While the deployment of Boston Dynamics' Spot at FIFA 2026 venues signals a promising commercial validation for Hyundai-owned Boston Dynamics …