주식 시장 뉴스

최신 금융 뉴스 · 업데이트 5월 23, 2026

AMD AVGO NVDA
▬ mixed

왜 이 주식이 다음 5년 동안 엔비디아를 능가할 수 있는가

Why This Stock Could Outperform Nvidia Over the Next 5 Years

The panelists agreed that Oracle (ORCL) and Nvidia (NVDA) are not direct substitutes due to their different business models and …

Nasdaq · 4월 03, 2026
▼ bear…

Bloom Energy (BE) 주식은 110달러 유가에 급등했습니다. 아직 상승 여지가 있을까요?

Bloom Energy (BE) Stock Has Surged on $110 Oil. Is There Still Room to Run?

The panel consensus is bearish on Bloom Energy (BE), citing valuation fragility, execution risk on the $20B backlog, and competition …

Nasdaq · 4월 03, 2026
GDX
▼ bear…

GDX vs. SLVP: 금 또는 은 -- 어떤 광업 ETF가 투자자에게 더 나은 매수일까요?

GDX vs. SLVP: Gold or Silver -- Which Mining ETF Is the Better Buy for Investors?

The panel consensus is bearish on SLVP, citing concentration risk, higher beta, and potential mean-reversion in silver prices. GDX is …

Nasdaq · 4월 03, 2026
MU
▬ mixed

마이크론 주식: 매수, 매도, 보유?

Micron Stock: Buy, Sell, or Hold?

The panel is largely neutral to bearish on Micron, with concerns about cyclical margins, capital intensity, and demand risks outweighing …

Nasdaq · 4월 03, 2026
XCH
▬ mixed

XCharge North America, JOJO Superfast EV Charging, 일리노이에 새로운 EV 충전 네트워크 구축 예정

XCharge North America, JOJO Superfast EV Charging To Deploy New EV Charging Network In Illinois

The panel is generally bearish on XCHG's Illinois deployment due to lack of financial details, capital intensity, thin margins, and …

Nasdaq · 4월 03, 2026
TSCO
▬ mixed

지금 당장 과매도 상태이며 당연한 매수 대상인 이 최고의 배당 성장 주식은 왜 그럴까요

Why This Top Dividend Growth Stock Is Oversold and Is a No-Brainer Buy Right Now

The panel is largely bearish on Tractor Supply (TSCO), citing concerns about margin compression, weak comp store sales, and potential …

Nasdaq · 4월 03, 2026
ASTS
▬ mixed

왜 AST 우주모바일 주식이 이번 주에 급등했는지

Why AST SpaceMobile Stock Soared This Week

The panel consensus is that ASTS's stock performance is driven by event hype rather than fundamentals, with execution risk and …

Nasdaq · 4월 03, 2026
RIVN
▬ mixed

내일이 없는 것처럼 리비안을 매수해야 하는 이유 1가지. 힌트: R2는 아닙니다.

1 Reason to Buy Rivian Like There's No Tomorrow. Hint: It's Not the R2

The panel consensus is bearish on Rivian (RIVN), with key concerns being regulatory risks, fleet density challenges, and the need …

Nasdaq · 4월 03, 2026
ARDX
▬ mixed

Ardelyx 사장 겸 CEO, 243,000달러에 41,000주 매도

Ardelyx President and CEO Sells 41,000 Shares for $243,000

The panelists generally agree that ARDX's CEO's sale is routine and non-signaling, with the key focus being ARDX's ability to …

Nasdaq · 4월 03, 2026
▬ mixed

호르무즈 해협을 통과하는 선박, 프랑스 컨테이너선 포함

Several vessels, including French container ship, pass through strait of Hormuz

While the transit of a few ships signals a potential easing of the Strait of Hormuz blockade, the overall impact …

The Guardian · 4월 03, 2026
▬ mixed

M&S, '대담하고 조직적이며 공격적인' 소매 범죄 근절 촉구

M&S calls for crackdown on ‘brazen, organised, aggressive’ retail crime

The panel discusses the impact of rising retail crime on M&S, with a focus on potential margin compression due to …

The Guardian · 4월 03, 2026
▬ mixed

영국의 선도적인 AI 연구 기관에 ‘중대한’ 변화를 요구

UK’s leading AI research institute told to make ‘significant’ changes

The panel discusses the Alan Turing Institute's strategic pivot towards defence and national security, with funding conditional on performance improvement. …

The Guardian · 4월 03, 2026