주식 시장 뉴스

브렉시트 재앙은 어려운 문제에 대한 단순한 해결책에 대한 경고 | Richard Partington

Disaster of Brexit is a warning against simple solutions to hard problems | Richard Partington

Despite differing views on the cause, the panel largely agrees that Brexit has led to structural damage to the UK …

Sky, 아랍에미리트 뉴스 벤처 사업에서 학살 부정 혐의 이후 철수

Sky exits UAE news venture after genocide denial accusations

Comcast's exit from Sky News Arabia JV is a risk-mitigation move, trading operational control for a recurring royalty stream while …

전 연준 의장 제롬 파월, 30년 만에 한 번밖에 없던 일을 했는데, 이는 주식 시장에 계속 충격을 보낼 수도 있습니다.

Former Fed Chair Jerome Powell Did Something That's Only Been Done Once Before in 30 Years, and It May Continue to Send Shockwaves Through the Stock Market.

The panel agrees that the market's focus on Powell's valuation comment misses the key risk: the potential policy shift under …

AI Energy Needs Are Sending Bloom Energy Stock Soaring. Is Now the Time to Buy?

The panel is bearish on Bloom Energy, citing high valuation, uncertain unit economics, and intense competition from renewables and other …

3 Core AI 주식 $1,000로 매수하여 다음 10년간 보유

3 Core AI Stocks to Buy With $1,000 and Hold for the Next Decade

The panelists generally agreed that while AI demand is driving growth for TSMC, AWS, and Google Cloud, the 'decade-long hold' …

Nvidia, 빅테크, 2027년 자본 지출 1조 달러 지출 전망: 전망이 맞다면 사야 할 주식 3가지

Nvidia Says Big Tech Will Spend $1 Trillion in Capital Expenditures in 2027: 3 Stocks to Buy If It's Right

The panelists generally agree that Nvidia's $1T data-center capex projection for 2027 is ambitious and relies on sustained returns on …

이 새로운 양자 컴퓨팅 IPO가 2026년 최고의 숨겨진 주식일까요?

Is This New Quantum Computing IPO the Best Under-the-Radar Stock of 2026?

The panelists agree that Xanadu's current valuation is unsustainable, with a 600x forward P/S multiple pricing in perfection in a …

전 M&S 최고 경영자, 청년 실업 해결을 위해 정부 지원

Ex-M&S chief to help government tackle youth unemployment

The panel is skeptical about the government's youth employment initiative, citing high execution risk, potential wage suppression, and the need …

제타 글로벌(ZETA) CEO의 ‘높은 낙관’에 힘입어 25% 급등

Zeta Global (ZETA) Soars 25% as CEO ‘Highly Optimistic’

The panel consensus is bearish on ZETA due to lack of financial metrics, potential dilution, competition, and regulatory risks. The …

Atlassian (TEAM) Soars 15% Ahead of Business Updates

The panel is bearish on TEAM's recent surge, citing lack of concrete data on Flex licensing adoption, potential ARPU erosion, …

2026 IISS 샹그릴라 대화: 방위비 지출, 아시아의 중국, 그리고 우크라이나로부터 얻은 교훈

Defense spending, China in Asia and lessons from Ukraine: Takeways from the 2026 IISS Shangri-La Dialogue

While there's consensus on increased defense spending, execution risks remain high due to fiscal constraints, procurement bureaucracy, and political pushback. …

그들은 월스트리트 은행에서 일했지만 이제 동일한 회사에 하루에 25,000달러를 청구하며 AI를 가르칩니다.

They used to work for Wall Street banks — now they charge those same firms $25,000 a day to teach them AI

The consensus among the panelists is that Wall Street Prompt's high daily rate is unsustainable due to banks' aggressive internal …