주식 시장 뉴스
최신 금융 뉴스 · 업데이트 5월 23, 2026
캐시 우드, 놀라운 AI 행보를 보이다. 당신도 따라야 할까?
Cathie Wood Just Made a Startling AI Move. Should You Follow?
Cathie Wood's portfolio adjustments, including selling mega-cap tech stocks and buying into private AI infrastructure like CoreWeave, reflect a strategic …
스위스 증시, 중동 긴장 완화 기대감에 상승 마감
Swiss Market Ends On Upbeat Note On Optimism About De-escalation In Middle East
The panel is divided on the SMI's 1.68% gain, with some attributing it to geopolitical relief and others questioning its …
찰스 슈왑(SCHW)이 시장을 이길지 지켜볼 포인트
What I'm Watching With Charles Schwab (SCHW) To See If They Beat The Market
The panel's net takeaway is that while Schwab's EPS growth in 2025 is promising, it's largely due to one-time synergies …
이 새로운 승인이 노보 노디스크의 전환점이 될 수 있을까요?
Could This New Approval Be a Turning Point For Novo Nordisk?
The panel discusses Novo Nordisk's (NVO) high-dose Wegovy approval, narrowing the efficacy gap with Eli Lilly's (LLY) Zepbound. While some …
엔비디아의 중국 매출 회복 전에 매수해야 할까요?
Should You Buy Nvidia Before Its China Revenue Comes Back?
The panel consensus is neutral to bearish on NVDA's China reopening narrative, with the biggest risk being the 'whack-a-mole' nature …
아마존, 테슬라를 따라잡기 시작하다
Amazon Is Starting to Put Tesla in the Rearview Mirror
The panelists agreed that the article's framing of Tesla being 'in the rearview' of Zoox's autonomous driving progress is premature. …
Corecam, ICLN 신규 포지션 개설, 158,700주 매입
Corecam Opens New Position in ICLN With 158,700 Shares
The panel generally agrees that Corecam's investment in ICLN is small and tactical, not a sign of conviction in a …
샌디스크 주가가 오늘 급등한 이유
Why Sandisk Stock Was Soaring Today
The panel consensus is that the article's analysis of Sandisk (SNDK) is invalid due to SNDK's acquisition by Western Digital …
주목할 만한 수요일 옵션 활동: JBL, CRM, CVX
Noteworthy Wednesday Option Activity: JBL, CRM, CVX
The panel generally agrees that the high options volume in CRM and CVX does not necessarily indicate a bearish outlook, …
SpaceX, 상장 추진에 자신감…1750조 원 가치 평가 보고서 나와
SpaceX confidentially files to go public at $1.75tn, reports say
The panel is largely bearish on SpaceX's proposed $1.75tn valuation, citing high execution risk, government contract concentration, and the integration …
스타머의 '5개 항목 계획'은 계획이 아니었다 | 닐스 프래틀리
Starmer’s ‘five-point plan’ was not a plan | Nils Pratley
The panel generally agrees that Starmer's 'five-point plan' is more messaging than substance, recycling November measures and failing to address …
10년 만에 세 번째 인플레이션 충격이 온다: 이번에는 누가 대가를 치를 것인가? | 아디티아 차크라보르티
A third inflationary shock in less than a decade is coming: who will pay the price this time around? | Aditya Chakrabortty
The panelists generally agreed that while a disruption in the Strait of Hormuz poses a risk, the market has already …