주식 시장 뉴스
최신 금융 뉴스 · 업데이트 5월 20, 2026
PJM, 데이터 센터 호황에 대응하여 15기가와트의 신규 전력 확보 목표
PJM Targets 15 Gigawatts Of New Power To Feed Data Center Boom
PJM's 15 GW emergency procurement, while aiming to address transmission bottlenecks, raises concerns about market distortions and fuel delivery constraints. …
ISIS, 영국의 토미 로빈슨 살해 촉구
ISIS Calls On Muslims To Murder UK's Tommy Robinson
The panel discusses the potential market impact of an ISIS-affiliated magazine calling for the murder of Tommy Robinson. While some …
골드만삭스가 1분기 실적을 발표할 예정입니다 - 월스트리트가 기대하는 내용은 다음과 같습니다
Goldman Sachs is set to report first-quarter earnings — here's what Wall Street expects
After correcting for a fabricated geopolitical event, panelists generally agree that Goldman Sachs' (GS) Q1 setup appears constructive, driven by …
OpenAI, 영국 Stargate 프로젝트 중단 후 첫 영구 런던 사무소 발표
OpenAI announces first permanent London office after halting UK Stargate project
Despite OpenAI pausing its Stargate data center project due to high energy costs, the panel agrees that the UK remains …
주택담보대출 및 재융자 이자율 오늘, 2026년 4월 13일: 곧 6% 미만 금리를 다시 볼 수 있을까요?
Mortgage and refinance interest rates today, April 13, 2026: Will we see sub-6% rates again soon?
Despite a modest drop in 30-year fixed mortgage rates, the panel remains bearish due to persistent ARM inversion, divergent forecasts, …
‘문제가 될 것입니다': 제이미 다이먼, 미국의 39조 달러 부채가 변동성 시장과 금리 상승을 초래할 것이라고 말하다
‘It will become a problem': Jamie Dimon says America's $39 trillion debt will mean volatile markets and rising rates
The panel agrees that the U.S. debt level and rising interest payments pose a significant structural risk, potentially crowding out …
베이커 휴즈, 헥사곤에 Waygate를 14억 5천만 달러에 매각
Baker Hughes Sells Waygate to Hexagon for $1.45 Billion
Baker Hughes' divestment of Waygate for $1.45B strengthens its balance sheet and allows it to focus on core areas like …
촉매제 경고: Anthropic 거래로 Alphabet 주식 매수 필수
Catalyst Alert: Anthropic Deal Makes Alphabet Stock a Must-Buy
The panel discusses the implications of Alphabet's TPU deal with Anthropic, with mixed views on the potential revenue and risks. …
짐 크레이머의 레제네론(REGN)에 대한 견해: "이 주식이 돌파하고 있다고 생각합니다"
Jim Cramer on Regeneron (REGN): “I Think The Stock’s Breaking Out Here”
The panel's net takeaway is that Regeneron's (REGN) stock valuation is around 14-15x forward earnings, with the main risks being …
Jim Cramer on D-Wave (QBTS): “어쩌면 과학 프로젝트가 성공할 수도 있지만, 그것은 과학 프로젝트에 더 가깝습니다”
Jim Cramer on D-Wave (QBTS): “Maybe the Science Project Works Out, But It Is More of a Science Project”
D-Wave (QBTS) is still an early-stage, speculative play with a high price-to-sales ratio. While it has commercial traction and a …
AI 주식 매도: 장기적인 승자를 찾는 방법
AI Stock Sell-Off: Here's How to Find the Long-Term Winners
The panel consensus is bearish, with key concerns being overstated capex figures and the risk of deglobalization fragmenting demand for …
짐 크레이머, Newsmax(NMAX)에 대해 "돈을 잃고 있다"며 약세 전망
Jim Cramer Bearish on Newsmax (NMAX) Because “They’re Losing Money”
The panel consensus is bearish on NMAX, citing its reliance on meme stock dynamics, thin float, and existential risks such …