주식 시장 뉴스
최신 금융 뉴스 · 업데이트 5월 21, 2026
그렉 에이블은 버크셔 해서웨이의 3,200억 달러 규모 주식 포트폴리오의 60%를 단 9개의 핵심 보유 자산에 투자했습니다.
Greg Abel Has 60% of Berkshire Hathaway's $320 Billion Stock Portfolio Invested in Just 9 Core Holdings
The panel is divided on Berkshire's concentration under Abel's leadership, with concerns about high single-stock and sector exposure, valuation risks, …
지금 당장 사기 좋은 주식: 존슨앤드존슨 vs. 화이자
Better Buy Right Now: Johnson & Johnson Vs. Pfizer
The panel is neutral on J&J and Pfizer, with concerns about J&J's patent cliff and Pfizer's integration risks and potential …
‘A house of cards’: Kanye West에 대해 Wireless 페스티벌은 어떻게 그렇게 잘못되었나?
‘A house of cards’: how did Wireless festival get it so wrong on Kanye West?
The Live Nation (LYV) Wireless Festival cancellation due to Ye's controversy has raised significant operational and reputational risks, with the …
일론 머스크, 화성 도착 전까지 스페이스X 상장 안 한다고 말했으나… 여름까지 2조 달러 원해
Elon Musk Once Said SpaceX Wouldn't IPO Until It Reached Mars—Now He Wants $2 Trillion By Summer
The panel is overwhelmingly bearish on the $2T valuation of SpaceX's rumored IPO, citing xAI's low revenue, lack of technical …
Anthropic은 해킹 위험으로 인해 Claude Mythos를 잠갔습니다 — CRWD, PANW에 대한 의미
Anthropic Locks Down Claude Mythos Over Hack Risk — What It Means For CRWD, PANW
The panel is divided on the implications of Anthropic's Mythos for CRWD and PANW. While some see it as a …
‘매력적인 진입 시점’: 모건 스탠리, 실적 발표 앞두고 넷플릭스(NFLX) 목표주가 상향 조정
‘An Attractive Entry Point’: Morgan Stanley Raises Netflix (NFLX) Price Target Ahead of Earnings
The panelists' views on Netflix's valuation and future prospects are mixed, with concerns about subscriber growth deceleration, ARPU timing, and …
암호화폐, 미-이란 휴전 후 주간 상승 마감
Crypto Ends The Week Higher After U.S.-Iran Ceasefire
The panelists generally agreed that the recent crypto rally was driven by geopolitical relief rather than fundamental shifts, and while …
일일 ETF 유입: SMH, EWJ 수요 증가
Daily ETF Flows: SMH, EWJ In Demand
Panelists agree on significant risk appetite shift, with notable inflows into US and International Equities, but disagree on the cause …
콩, 주말 앞두고 랠리, 밀기름이 주도
Soybeans Rally into the Weekend, Led by Meal
The panel is bearish on the soybean complex due to weak export pace, poor crush margins, and a lack of …
Exodus Pay, 셀프 커스터디를 일상 소비에 한 걸음 더 가깝게 만들다
Exodus Pay Pushes Self-Custody One Step Closer to Everyday Spending
Exodus Pay's self-custody wallet integration with Visa and Apple Pay is a notable step, targeting the growing stablecoin market, but …
AI 수요로 인해 이 반도체 주식이 향후 12개월 동안 65% 급등할 수 있는 이유
Why This Semiconductor Stock Could Surge 65% in the Next 12 Months
The panel consensus is that Micron's current price target of $700 is overly optimistic, with significant risks around timing, competition, …
플릿 결제 WEX의 경영진, 위임투표 전투에 직면
Management at fleet payments WEX faces proxy battle
The panel is divided on WEX's future, with some seeing it as a temporarily undervalued compounder in a cyclical downturn, …