주식 시장 뉴스
최신 금융 뉴스 · 업데이트 7월 04, 2026
새 연준 의장 케빈 워시, 트럼프 대통령 뜻 거스르다…그러나 최대 비판자 위한 길 찾을 수도
New Fed Chair Kevin Warsh Has So Far Defied President Trump at Every Turn. But He May Yet Find a Way to Deliver for One of the Fed's Biggest Critics.
Despite initial hawkish signals, the panel agrees that Fed Chair Warsh's policy stance remains uncertain, with a potential pivot to …
액티브 ETF, 5월까지 운용자산 2조4900억 달러로 사상 최대 기록
Active ETFs Hit Record $2.49T in Assets Through May
While active ETFs have seen impressive growth with $2.49T in assets and 74 months of inflows, panelists agree that the …
제가 반복해서 계속 쌓아 모으고 있는 1개의 초저평가 하드웨어 공룡 기업
Here Is the 1 Dirt-Cheap Hardware Juggernaut I Keep Accumulating on Repeat
The panel has mixed views on Nvidia's future, with concerns around a potential slowdown in AI capex, hyperscaler ROI, and …
세일즈포스 $CRM, 52주 신저가 경신...투자자 주목
CRM Stock Alert: What to Know as Salesforce Hits a New 52-Week Low
Despite strong ARR growth, CRM faces significant integration risks and margin pressure, which could keep multiples compressed and lead to …
미국 정부, 175억 달러 대출로 원자력 에너지 부흥 가속화. 유틸리티 주식에 미칠 영향은?
The U.S. Government is Supercharging the Nuclear Energy Resurgence With $17.5 Billion in Loans. Here's What it Means for Utility Stocks.
The panel is bearish on the $17.5B DOE loan program for nuclear projects, citing execution risks, regulatory hurdles, and political …
알리바바, 중국 군사 블랙리스트 지정 문제로 美 국방부 상대로 소송 제기
Alibaba Sues U.S. Pentagon Over Chinese Military Blacklist Designation
The panel consensus is bearish on Alibaba's lawsuit against the U.S. DoD's 1260H designation, with the key risk being reputational …
오늘의 증시, 6월 24일: 웬디스 신규 밈주로 급등, 스티브 시룰리스 신임 CFO 임명
Stock Market Today, June 24: Wendy's Soars As it Becomes the Latest Meme Stock, Names Steve Cirulis New CFO
The panel consensus is bearish on Wendy's (WEN) current rally, driven by meme-fueled hype and retail sentiment, rather than fundamentals. …
버크셔 해서웨이, 구글에 100억 달러 사모 투자…개인 투자자 주목해야 하는 이유
Berkshire Hathaway Just Invested $10 Billion in Google at a Private Placement Price. Here's Why Retail Investors Should Pay Attention
The panel generally views Berkshire's $10 billion private placement in Alphabet as a positive yet cautious move, with most agreeing …
SK하이닉스, 나스닥 상장으로 290억 달러 조달 계획
South Korea’s biggest chipmaker SK Hynix plans to raise $29 billion via Nasdaq listing
SK Hynix's $29B Nasdaq ADR raise dilutes existing holders and may create a near-term overhang, despite potential long-term benefits from …
이 저평가된 인공지능(AI) 주식, 2026년 231% 급등. 조 단위 기업 되기 전 쓸어 담아라
This Underrated Artificial Intelligence (AI) Stock Has Jumped 231% in 2026. Buy It Hand Over Fist Before It Becomes a Trillion-Dollar Company
The panel's net takeaway is that Dell's trillion-dollar thesis is highly uncertain, hinging on aggressive growth assumptions and a favorable …
스페이스X, 역대급 IPO 이후 250억 달러 부채 판매 성공
SpaceX Raises $25 Bln In Debt Sale Following Record IPO
Despite the successful $25B debt raise, SpaceX's cash flow remains a concern, with only Starlink profitable and significant losses accumulated. …
알리바바, 美 국방부 블랙리스트 지정에 소송 제기
E-commerce giant Alibaba sues US government over defence blacklist
The panel consensus is bearish, with all participants agreeing that Alibaba's lawsuit against the DoD blacklist is unlikely to resolve …