주식 시장 뉴스
최신 금융 뉴스 · 업데이트 5월 22, 2026
주류 언론, 로저 스톤이 트럼프에게 툴시 가바드 해고하지 않도록 설득했다고 주장
Mainstream Media Claims Roger Stone Persuaded Trump Not To Fire Tulsi Gabbard
The panel agrees that the article is largely political theater, with limited direct market impact. The retention of DNI Gabbard …
시진핑, 대만 야당 지도자와 회동: '외부 개입의 체스판이 되지 않을 것'
Xi Hosts Taiwan Opposition Leader In Rare Meeting: 'We Will Not Become A Chessboard For External Intervention'
The panel generally views the Xi-Cheng meeting as a geopolitical signaling move with market implications, but consensus is that it's …
2026 회계연도 절반, 미국 재정 적자 2025년 대비 11% 감소, 하지만 훨씬 더 나빠질 예정
Half-Way Into Fiscal 2026, US Budget Deficit Is 11% Lower Than 2025, But It's About To Get Much Worse
The panel consensus is that the recent fiscal 'improvement' is largely illusory and driven by temporary factors. They warn of …
2026년에 정말로 사회보장 연금을 받기 시작해야 할까요? 데이터가 말해주는 것은 다음과 같습니다.
Should You Really Start Taking Social Security in 2026? Here's What the Data Says
The panel agrees that the optimal Social Security claiming age is complex and depends on individual circumstances, with significant risks …
FCC, 스타링크 우주 인터넷에 "7배 용량"으로 "슈퍼차지" 예정
FCC Set To "Supercharge" Starlink Space Internet With "Seven-Fold More Capacity"
The FCC's April 30 vote to modernize GSO/NGSO spectrum sharing is a significant regulatory tailwind for LEO operators like SpaceX …
Vance, Bessent은 Anthropic의 Mythos 출시 전에 AI 보안에 대해 빅테크 기업들을 조사했습니다.
Vance, Bessent questioned tech giants on AI security before Anthropic's Mythos release
The panelists agree that the pre-release coordination between the Trump administration and AI CEOs signals a managed risk approach rather …
Seaport Research, AVGO 주식에 대한 경고: 브로드컴, '산업의 한계'에 직면하다
Seaport Research Warns on AVGO Stock: Broadcom Is Confronting the ‘Limits of the Industry’
The panelists agree that Broadcom's (AVGO) Q1 results were strong, with significant growth in Semiconductor Solutions and free cash flow. …
이란 휴전 낙관론 약화로 일부 주가 하락 압력
Stocks Under Some Pressure as Optimism Fades Over US-Iran Ceasefire
The panel is divided on the market's outlook, with concerns about geopolitical risks, energy shocks, and economic weakness, but also …
Coherent, 1년 만에 400% 급등했지만, 우리의 $201.63 목표가는 지금 매도하라는 신호입니다
Coherent Has Surged 400% in a Year but Our $201.63 Target Says Sell Now
The panelists have mixed views on Coherent (COHR), with concerns about high debt and execution risks, but also acknowledging strong …
Broadcom은 Google과 AI 칩을 제작합니다. 그러면 AVGO 주식을 지금 구매해야 할까요?
Broadcom Is Making AI Chips with Google. Does That Make AVGO Stock a Buy Now?
Panelists debate Broadcom's (AVGO) growth prospects, with bulls highlighting AI revenue expansion and bears questioning contract economics, cannibalization, and geopolitical …
FIS 배당 수익률 4% 돌파
FIS Dividend Yield Pushes Past 4%
The panel consensus is that FIS's 4%+ yield is a potential value trap due to sustainability concerns around its dividend. …
주식 시장 오늘, 4월 10일: CoreWeave, Anthropic과 다년간 AI 클라우드 계약 후 급등
Stock Market Today, April 10: CoreWeave Jumps After Multi-Year AI Cloud Deal With Anthropic
CoreWeave's recent gains are supported by long-term AI cloud deals, but high capital expenditure, heavy debt, and potential revenue mismatches …