주식 시장 뉴스
최신 금융 뉴스 · 업데이트 5월 17, 2026
Nvidia는 델과 HP 상승을 촉발한 인수 관련 루머를 부인했습니다.
Nvidia Denies Acquisition Rumor That Sparked Dell, HP Rise
Despite the denial, Nvidia's strategic moves in AI compute stack are being priced in by the market. While a full …
Barclays, 톰슨 로이터(TRI) 목표치를 하향 조정, AI 내러티브가 여전히 지배적이라고 발표
Barclays Cuts Thomson Reuters (TRI) Target, Says AI Narrative Still Dominates
Panelists debate TRI's valuation and growth prospects, with bearish views prevailing due to concerns about AI narrative fatigue, competitive pressure, …
에어버스 주주, 2026년 주주총회 결의안 승인
Airbus Shareholders Approve 2026 AGM Resolutions
Airbus's AGM showed governance continuity with a planned chair transition and board renewals, signaling stability despite industry challenges. The €3.20 …
Obsidian Therapeutics, Galera 합병, 역합병을 통해 진행
Obsidian Therapeutics To Merge With Galera In Reverse Merger
The panel is largely bearish on the Obsidian-Galera merger, citing significant dilution for existing shareholders, high risks associated with solid …
이란 전쟁 손실 회복하는 주식 시장, 평화 협상 기대감 속 Reeves와 Bessent이 IMF에서 만남 – 비즈니스 라이브
Stock markets recovering Iran war losses amid peace deal hopes; Reeves and Bessent to meet at IMF – business live
The panel is bearish on the current market rally, citing geopolitical uncertainty, high mortgage rates, and potential liquidity crunch in …
AA 운전 학교, 숨겨진 수수료로 인해 8만 명의 운전 학습자에게 환불 명령을 받음
AA driving schools ordered to refund 80,000 learner drivers over hidden fees
The CMA's enforcement action against AA for drip pricing signals a shift towards aggressive use of new powers, potentially leading …
AA 및 BSM, 숨겨진 수수료에 대해 운전학습자에게 환불 명령
AA and BSM ordered to refund learner drivers for hidden fees
The consensus is that the £4.2m fine and £760k refunds are material but not existential for AA/BSM, with the real …
칩 거물 ASML, AI 반도체 수요가 견조하게 유지됨에 따라 2026년 전망 상향 조정
Chip giant ASML raises 2026 guidance as AI semiconductor demand stays strong
Despite ASML's strong Q1 and raised 2026 guidance, panelists express concern about geographic concentration risk, particularly the high exposure to …
스탠리 드러켄밀러는 오늘날에도 여전히 매력적으로 보이는 거대한 베팅을 한 번 했고, 2개의 최고 포지션을 축소했습니다.
Stanley Druckenmiller Made 1 Huge Bet That Still Looks Attractive Today and Cut 2 Top Positions
The panel is divided on Druckenmiller's Alphabet (GOOGL) position, with some seeing it as a bet on AI infrastructure and …
미국 이상 고온으로 천연가스 가격 하락
Nat-Gas Prices Retreat on Above-Normal US Temps
After verifying the lack of confirmed damage to Ras Laffan, the panel consensus shifted to bearish, focusing on the US's …
호르무즈 해협 미국 봉쇄 시작에 따른 원유 급등
Crude Oil Rallies as US Blockade of Strait of Hormuz Begins
The panel is divided on the impact of a potential US naval blockade of the Strait of Hormuz on oil …
210억 달러 규모의 코어위브 주식 매수 이유
A $21 Billion Reason to Buy CoreWeave Stock Now
The panel consensus is bearish on CoreWeave, citing high debt levels, contract fragility, and dependence on Nvidia's hardware roadmap. The …