주식 시장 뉴스
최신 금융 뉴스 · 업데이트 7월 09, 2026
Monolithic 3D Silicon Chips 저온에서 거의 완벽한 수율 달성 </assistant>
Monolithic 3D Silicon Chips Achieve Near-Perfect Yields At Low Temperatures
While the UIUC process shows promise in enabling monolithic 3D stacking at low temperatures, the panel consensus is bearish due …
짐 크레이머, 과거 주가 무시하고 Arm Holdings에서 큰 수익을 올린 방법 설명
Jim Cramer Explains How He Ignored the Past Price to Score a Huge Win in Arm Holdings
The panel consensus is overwhelmingly bearish on ARM's current valuation, with key concerns being execution risk, potential cannibalization of licensing …
버크셔 해서웨이, 테일러 모리슨 인수 계약 체결로 68억 달러 주택 투자 단행
Berkshire Hathaway makes $6.8 billion housing bet with Taylor Morrison deal
Berkshire's acquisition of Taylor Morrison is a strategic bet on housing recovery, with bulls seeing long-term supply shortages and bears …
Analog Devices Inc ($ADI) 주식을 구매를 고려하시겠습니까? 아르구스 첫 번째를 들어보세요
Want to Buy Analog Devices Inc (ADI) Stock? Listen to Argus First
The panelists generally agree that ADI's strong Q2 results are impressive, but they express concerns about the sustainability of growth, …
모건스탠리, 실적 후 델 주식 업데이트에 대한 예상치 못한 반응
Morgan Stanley flags unexpected Dell stock update after earnings
Dell's impressive Q1 results, particularly the 757% growth in AI server revenue and raised guidance, have sparked debate among analysts. …
월스트리트가 피그마의 목표 주가를 인하했습니다. 역사가 말하듯, 지금이 매수 시점입니다.
Wall Street Just Cut Figma's Price Target. History Says That's the Time to Buy.
The panelists generally agree that Figma's current valuation and growth prospects are uncertain, with most leaning bearish due to competition …
Piper Sandler APO 주식에 대한 목표 주가 (PT) 상향 조정 (Apollo Global Management)
Piper Sandler Raises PT on Apollo Global Management (APO) Stock
The panelists generally agree that APO's Q1 results were strong, with 30% YoY FRE growth and $1T AUM milestone. However, …
워렌 버핏의 버크셔해서웨이, 또 다른 핀테크 거물에게 해고 통보
Another fintech giant gets the pink slip from Warren Buffett's Berkshire
The consensus among the panel is that Berkshire's full exit from Mastercard (MA) under Greg Abel signals a significant shift …
Tower Semiconductor Ltd. (TSEM): Leopold Aschenbrenner는 이 회사에 대해 약세적입니다.
Tower Semiconductor Ltd. (TSEM): Leopold Aschenbrenner Is Bearish on This Company
Panelists debate Tower Semiconductor's (TSEM) outlook, with mixed views on its specialty foundry model, margin sustainability, and geopolitical risks. Aschenbrenner's …
이 펀드가 단 1년 만에 250% 급등한 주식에서 왜 손절했는가
Why This Fund Cashed Out of a Stock That Soared 250% in Just One Year
The panelists generally agree that Brigade Capital's full exit from Nabors Industries (NBR) signals potential overvaluation or sector headwinds, rather …
IWM ETF는 최근 급등 후에도 여전히 매수 대상인가?
Is the IWM ETF Still a Buy After Its Recent Run-Up?
Despite initial bullish cases, the panel's net takeaway is bearish, emphasizing the risks of sticky inflation, elevated rates, and geopolitical …
버크셔, 그렉 에이블 집권 하에 68억 달러 규모의 테일러 모리슨 인수
Berkshire Buys Taylor Morrison For $6.8 Billion In First Big Deal Under Greg Abel
The panel is divided on Berkshire's acquisition of Taylor Morrison, with concerns about rate-sensitive risks, cyclicality, and potential changes in …