주식 시장 뉴스
최신 금융 뉴스 · 업데이트 7월 04, 2026
월마트, Vibe.co 인수해 연결 TV 광고 플랫폼 확대
Walmart To Acquire Vibe.co To Expand Connected TV Advertising Platform
Walmart's acquisition of Vibe.co aims to expand its CTV advertising reach to SMBs, potentially increasing high-margin ad revenue. However, the …
캠페인 단체, 개트윅 입찰 실패 후 항소 검토
Campaigners consider appeal after Gatwick bids fail
The High Court's ruling clears the path for Gatwick's £2.2bn Northern Runway project, but the project's long-term success hinges on …
SpaceX, IPO 2주 만에 250억 달러 채권 매각
SpaceX raises $25 billion in debt sale less than two weeks after IPO
The panel consensus is bearish on SpaceX's recent debt sale, citing high capital intensity, unproven initiatives, and significant cash burn. …
SK하이닉스, 삼성 제치고 한국 최고 시가총액 기업 등극
SK Hynix surpasses Samsung as South Korea's most valuable company
The panel is divided on SK Hynix's valuation, with some seeing its HBM market share and AI tailwinds as a …
지금 DRAM에 투자해야 할까?
Should I Invest in DRAM Right Now?
The panel consensus is bearish on the Roundhill Memory ETF, citing extreme concentration risk (72% in three names), cyclical sensitivity …
Oracle, AI 투자 확대하며 21,000명 감원
Oracle cut 21,000 jobs as AI buildout continues
The panelists generally agree that Oracle's significant capital expenditure (capex) on AI data centers and the OpenAI deal carries substantial …
애브비 109억 달러 아포지 인수, 면역학 지배력 강화: 배당왕 주식 매수 시점인가?
AbbVie's $10.9 Billion Apogee Deal Will Extend Its Immunology Dominance: Is It Time to Load Up on This Dividend King?
The panel is divided on AbbVie's acquisition of Apogee, with concerns about execution risk, competition, and near-term dilution outweighing the …
8월 5일 전 모더나 주식 매수해야 할까?
Should You Buy Moderna Before Aug. 5?
The panel is bearish on Moderna's (MRNA) near-term prospects, with the FDA approval of mRNA-1010 on Aug. 5 being largely …
메타, 쿠날 샤를 왓츠앱 리더로 임명
Meta Appoints Kunal Shah As WhatsApp Leader
Meta's appointment of Kunal Shah to lead WhatsApp India signals a strategic push into payments and commerce, leveraging his fintech …
당신의 '땀 점수'를 아시나요? 수분 관리 기술의 부상
Do you know your 'sweat score'? The rise of hydration tech
The panel consensus is bearish on the hydration tech market, citing weak independent validation, unproven ROI, regulatory scrutiny, consumer fatigue, …
브렉시트가 장바구니와 휴가 지출에 미친 영향
Brexit: how it has hit your wallet at the supermarket and on holiday
The panel generally agrees that Brexit has added friction costs to UK consumers, with some costs potentially becoming structural. They …
브로드컴, 지금 AI 투자 최적의 선택일까?
Could Broadcom Be the Best Way to Invest in Artificial Intelligence Right Now?
Broadcom's strong AI semiconductor growth is supported by custom chip demand from hyperscalers, but the stock's high valuation (68x earnings) …