주식 시장 뉴스
최신 금융 뉴스 · 업데이트 7월 04, 2026
BofA, 데이터센터 확장 및 AI 인프라 수요 속 네비우스(NBIS) 목표주가 상향
BofA Boosts Price Target on Nebius (NBIS) Amid Data Center Expansion and AI Infrastructure Demand
The panel discussion on Nebius (NBIS) reveals a mixed sentiment, with concerns about execution risk, regulatory hurdles, and potential margin …
애널리스트들, Astronics Corporation (ATRO) 21% 상승 여력 전망
Analysts See 21% Upside To Astronics Corporation (ATRO)
The panel agrees that ATRO's recent Army order and Q1 results are positive, but they express caution due to funding …
인력 감축·인수 늘고 스페이스X는 AI 기업으로 변모
More Layoffs, Acquisitions, and SpaceX Becomes AI Company
The panelists generally expressed bearish sentiments regarding SpaceX's AI venture via Cursor and the Roku-Fox deal, citing potential execution risks, …
S&P 500, 2000년 이후 처음으로 보이는 움직임… 역사적 패턴은 무엇을 시사하나
The S&P 500 Is Doing Something It Hasn't Done Since 2000. Here's What History Suggests Could Come Next.
The panel agrees that current CAPE levels are stretched and pose risks, with the main concern being the concentration of …
WBD 주식 이례적 옵션 활동, WBD-파라마운트 딜 8월 전 마무리 시사
Unusual Options Activity in WBD Stock Hints the WBD-Paramount Deal Will Close Before August
The panel consensus is bearish on the near-term prospects of the WBD-Skydance deal, with key risks including regulatory delays, financing …
마이크로소프트, 셰브론과의 계약으로 AI 최대 병목 현상 해결
Microsoft Solves AI’s Biggest Bottleneck With Chevron Deal
The panel discusses Microsoft's 20-year fixed PPA with Chevron for a 2.67 GW gas plant, co-located to power Azure AI. …
JP모건체이스, 페트노와 로어보를 공동 사장으로 승진시켜 제이미 다이먼의 후계자 2명 추가 선정
JPMorgan Chase promotes Petno, Rohrbaugh to copresidents, setting up two more successors for Dimon
JPMorgan's succession plan, involving the promotion of four co-presidents and significant retention bonuses, signals potential internal power struggles and slower …
국왕 세금 고지서의 세 가지 이례적 요소
Three unusual things about the King's tax bill
The panel consensus is that the King's £12.9m tax disclosure is a performative gesture lacking transparency, with the real risk …
이제 우리는 찰스 3세 국왕이 얼마나 세금을 내는지 알게 되었고, 그 액수는 매우 적다
Now we know how much tax King Charles pays, and it is very little
The panel consensus is that the focus on the King's tax bill misses the structural complexities of the Duchy of …
실적 전망: Darden Restaurants 실적 발표에서 주목할 점
Earnings Preview: What To Expect From Darden Restaurants’ Report
Panelists express bearish sentiments towards Darden's stock, citing persistent cost pressures, potential traffic softness, and concerns about the sustainability of …
퓨얼셀 에너지, 핏 에너지와 대형 데이터센터 전력 공급 계약 체결에 급등 (FCEL)
FuelCell Energy Jumps on Major Data Centre Power Agreement With Fit Energy (FCEL)
The panel is largely bearish on FuelCell Energy's 380 MW fuel cell capacity deal with Fit Energy, citing execution risk, …
알리바바, 중국 군사 회사 라벨 삭제 요구 소송 제기
Alibaba sues Pentagon to remove Chinese military company label
The panel generally agrees that Alibaba's lawsuit is a strategic move to mitigate near-term procurement friction, but the long-term risks …