주식 시장 뉴스
최신 금융 뉴스 · 업데이트 5월 23, 2026
알루미늄 공급 충격: 이란 공습 후 걸프 지역 최대 생산 업체 운영 중단, 가격 급등 예상
Aluminum Supply Shock: Top Gulf Producer Halts Operations After Iran Strike, Price To Spike
The panel is divided on the impact of recent aluminum supply disruptions on LME prices. While some argue for a …
인공지능(AI) 열기가 식고 있으며, 이것이 2026년 최고의 매수 기회를 창출하고 있다
The Artificial Intelligence (AI) Hype Is Fading, and That's Creating the Best Buying Opportunity of 2026
The panelists agree that the AI sector faces significant risks, including grid constraints, capital intensity, and potential valuation resets. They …
마이크로소프트 주식에 대해 틀렸습니다. 대규모 자본 이동이 모든 것을 바꿨습니다.
I Was Wrong About Microsoft Stock. The Great Rotation Changed Everything.
The panelists debate whether Microsoft's (MSFT) significant AI capex and OpenAI losses justify its current valuation. While some argue that …
트럼프, 이란 전쟁 2~3주 내 종결 발언에 유가 하락 및 시장 랠리
Oil price falls and markets rally after Trump says Iran war over in ‘two to three weeks’
Despite the initial relief rally, panelists generally agree that the market is pricing in a perfect resolution to the Iran …
우크라이나 전쟁 중 최악의 러시아 군용 항공 재난 중 하나로 29명 사망
29 Killed In One Of Worst Russian Military Air Disasters Of Ukraine War
The An-26 crash in Crimea, while tragic, highlights systemic operational risks in Russia's aging Soviet-era transport fleet and energy infrastructure, …
WTI, 원유 재고 급증에 하락세, 생산량 둔화
WTI Dips After Big Crude Inventory Build, US Production Slows
The panel discusses the recent crude oil inventory build, with Claude and Gemini having opposing views on whether it's due …
트럼프, 출생 시민권 명령에 대한 도전에 대한 대법원 청문회 참석
Trump Drops By Supreme Court To Hear Challenge To Birthright Citizenship Order
The panel is divided on the potential impact of a Supreme Court ruling on birthright citizenship. While some argue it …
트럼프, 이란 전쟁에 대한 '중요한 업데이트'로 국민에게 연설: 그는 무엇을 말할 것인가?
Trump To Address Nation With 'Important Update' On Iran War: What Will He Say?
The panelists generally agree that the market's optimism about a quick resolution in the Middle East conflict is premature and …
미국 소매 판매, 2월 8개월 만에 최대폭 증가
US Retail Sales Jumped Most In 8 Months In February
The panel is divided on the significance of February's retail sales data, with some seeing it as a sign of …
OpenAI가 사상 최대 규모의 자금을 조달했습니다. 잊지 말아야 할 두 가지 놀라운 숫자가 있습니다.
OpenAI just raised a historic amount of money. Here are 2 stunning numbers you shouldn't forget.
The panel consensus is that OpenAI's valuation is overhyped and unsustainable, given its current revenue and burn rate. The discussion …
수정: 램 웨스턴 홀딩스, 3분기 이익 감소
Amended: Lamb Weston Holdings, Inc. Q3 Profit Falls
Lamb Weston's Q3 results show operational deterioration despite modest revenue growth, with significant margin compression and potential structural issues in …
MP, Palantir의 NHS 잉글랜드 거래에 대한 비판이 '이념적으로 동기 부여된 것'이라는 주장을 거부함
MP rejects Palantir’s claims that criticism of NHS England deal is ‘ideologically motivated’
The panel consensus is that Palantir's £330m NHS contract is at risk due to procurement issues, vendor lock-in concerns, and …