주식 시장 뉴스
최신 금융 뉴스 · 업데이트 5월 22, 2026
Invesco NASDAQ 100 ETF, 큰 자금 유입 경험
Invesco NASDAQ 100 ETF Experiences Big Inflow
The panel is divided on the significance of the $175M inflow into QQQM, with some seeing it as a 'buy …
이란, 호르무즈 해협 하루 15척 이하 통과 허용: 러시아 언론 보도
Iran To Allow No More Than 15 Vessels Per Day Through Hormuz: Russian Media
The discussion revolves around an unconfirmed 15-vessel daily cap on oil tankers transiting the Strait of Hormuz, which could significantly …
Meta의 오랜 숙원 AI 모델이 드디어 공개되었습니다. 하지만 수익을 낼 수 있을까요?
Meta's long-awaited AI model is finally here. But can it make money?
The panel is divided on Meta's Muse Spark. While some see potential in automating high-fidelity video creative for ads, others …
Meta, AI 비용 상승 속 CoreWeave와 추가 210억 달러 지출 약속
Meta commits to spending additional $21 billion with CoreWeave as AI costs keep rising
Despite the bullish aspect of Meta's $35.2B commitment to CoreWeave, which diversifies CoreWeave's revenue and validates its GPU-as-a-service thesis, the …
패밀리 오피스가 자본이 고갈된 후 석유에 투자했습니다. 최근 랠리로 큰 수익을 올렸습니다.
Family offices piled into oil after capital dried up. The recent rally has made for big gains
Despite attractive entry points, family offices' foray into upstream oil faces significant risks, including potential price mean-reversion, high capital expenditure …
OpenAI, 영국 스타게이트 프로젝트 규제 및 에너지 가격 우려로 중단
OpenAI halts UK stargate project amid regulatory and energy price concerns
OpenAI's Stargate UK pause highlights regulatory and energy cost hurdles, with potential impacts on global AI capacity expansion and the …
패스트푸드, 더 빠른 충전은? BYD와 KFC 중국, 9분 충전소 제공 협력
Fast food, faster charging? BYD and KFC China collaborate to offer 9-minute refueling stations
The panel is largely bearish on BYD's partnership with KFC, citing structural oversupply, subsidy rollback, and questionable execution of the …
OpenAI, 올해 25억 달러 광고 수익 예상, 2030년까지 1,000억 달러 목표, Axios 보도
OpenAI projects $2.5 billion in ad revenue this year, $100 billion by 2030, Axios reports
The panel is divided on OpenAI's ad revenue projections. While some argue that ChatGPT's rapid user growth and early ad …
모두가 넷플릭스 사기엔 너무 늦었다고 말했다. 그들은 틀렸다.
Everyone Said It Was Too Late to Buy Netflix. They Were Wrong.
Panelists agree that Netflix's past performance doesn't guarantee future returns, with high volatility (beta ~1.7) amplifying operational risks. Key concerns …
캘리포니아 의사 및 간호사 8명, 환자를 말기 환자로 위장하여 메디케어에서 400만 달러를 갈취한 혐의로 체포됨
8 California doctors and nurses arrested for posing patients as terminally ill to milk $4M from Medicare
The panel agrees that this enforcement action highlights systemic hospice fraud in California, with a high risk of regulatory uncertainty …
Meta의 Spark 모델, 월스트리트의 극찬을 받다
Meta's Spark model gets lavished with Wall Street praise
The panelists generally agree that Meta's Muse Spark is a significant product milestone, but there's no consensus on its impact …
Morning Minute: 이란, 호르무즈 해협 석유 탱커 통과 위해 비트코인 요구
Morning Minute: Iran Wants Bitcoin to Let Oil Tankers Through the Strait
Despite Iran's BTC toll grabbing headlines, panelists agree it's operationally messy and unlikely to drive sustained institutional demand. Regulatory responses, …