주식 시장 뉴스
최신 금융 뉴스 · 업데이트 5월 21, 2026
Altman Molotov 공격이 AI에 대한 몽둥이질을 예고하는가?
Does Altman Molotov Attack Portend Pitchforks Over AI?
The panel's discussion highlights the complex interplay between political, economic, and regulatory risks facing the AI and data center sectors. …
Amazon 우주 진출 모색
Amazon Looks to Space
The panelists are divided on the potential Amazon-Globalstar acquisition. While some see it as a strategic 'spectrum land grab' that …
CoreWeave 주식의 랠리를 쫓아야 할까요?
Should You Chase the Rally in CoreWeave Stock?
The panel is bearish on CoreWeave's $88B backlog due to risks in revenue recognition timing, Nvidia GPU supply and debt …
Strategy, 이번 달 비트코인 4,871개 추가 매수
Strategy Adds 4,871 Bitcoins to Its Stash This Month
Panelists debate MicroStrategy's (MSTR) Bitcoin strategy, with concerns over high average cost basis, leverage risk, and potential refinancing issues, while …
Proxy 자문사 Glass Lewis, 워너 브라더스 주주들에게 파라메이텀 합작 투자 결정에 찬성 투표 권고
Proxy adviser Glass Lewis recommends Warner Bros shareholders vote for Paramount deal
While Glass Lewis's endorsement improves the deal's near-term probability, the merger still faces significant risks including active DOJ subpoenas, antitrust …
나스닥 상장 기업, 장부 폐지 회피를 위해 역적주 분할 시도
Nasdaq-listed firm attempts reverse stock split to avoid delisting
The panel consensus is that NAKA is in acute distress, with a reverse split being a cosmetic fix that doesn't …
억만장자 빌 액크먼, 헤지펀드 177억 달러 주식 포트폴리오의 39%를 3개 우량 기업에 투자
Billionaire Bill Ackman Has 39% of His Hedge Fund's $17.7 Billion Stock Portfolio Invested in 3 Stellar Companies
The panelists generally agree that Ackman's concentrated portfolio in BN, UBER, and GOOGL presents significant risks, particularly around valuation, execution, …
뱅크 오브 아메리카, 마벨과 AMD를 최고의 'AI 컴퓨팅' 주식으로 추천
Bank of America Says Marvell and AMD Are 2 Top ‘AI Compute’ Stocks to Buy Now
The panelists generally agree that BofA's endorsement of Marvell (MRVL) and AMD as top 'AI compute' buys is defensible due …
나스닥, 인크(NDAQ) 풋옵션 숏 포지션은 상승세 베팅으로 타당하다
Shorting Nasdaq, Inc. Put Options Makes Sense - a Bullish Play on NDAQ
The panel consensus is that selling May $77.50 puts on NDAQ at $82.75 offers a low yield (0.49% monthly) and …
풍부한 글로벌 공급으로 인한 설탕 가격 하락
Sugar Prices Weighed Down by Abundant Global Supplies
The panel consensus is bearish on sugar, with India's and Brazil's increased production leading to a structurally oversupplied market. The …
오늘의 최고 CD 금리, 2026년 4월 10일 (최대 4.15% APY 수익률)
Best CD rates today, April 10, 2026 (up to 4.15% APY return)
The panel is divided on the attractiveness of LendingClub's 4.15% APY 8-month CD offer. While some see it as a …
Hut 8 (HUT) AI 부양으로 37.3% 급등
Hut 8 (HUT) Soars 37.3% on AI Boost
The panelists are largely bearish on Hut 8's recent 37% surge, citing significant risks such as counterparty risk with Fluidstack, …