주식 시장 뉴스
최신 금융 뉴스 · 업데이트 5월 23, 2026
주식 시장 오늘, 3월 31일: 이란 분쟁 완화에 대한 기대감에 주식 시장 상승
Stock Market Today, March 31: Stocks Rally on Hopes of Easing Iran Conflict
The panel agrees that today's rally is likely a relief rally driven by geopolitical headlines, but they disagree on its …
델타, 2028년부터 500대의 항공기에 아마존 위성 인터넷 도입
Delta Selects Amazon Satellite Internet For 500 Aircraft Starting 2028
The panel is divided on the Delta-Amazon satellite deal. While some see it as a strategic win for Amazon and …
오라클, AI 투자 압박 속 일자리 감축
Oracle Cuts Jobs As AI Spending Pressures Mount
Oracle's layoffs and AI capex increase raise concerns about cash flow strain and competitive positioning in the cloud market, with …
65세에 은퇴 계획 중이신가요? 투자해야 할 금액은 이 정도일 수 있습니다.
Planning to Retire at 65? Here's How Much You Might Need Invested.
The panel consensus is bearish on the 4% rule for retirement planning, citing sequence-of-returns risk, inflation adjustments, healthcare costs, and …
증시 오늘, 3월 31일: 마벨 테크놀로지, 엔비디아 20억 달러 AI 파트너십 투자 후 급등
Stock Market Today, March 31: Marvell Technology Surges After Nvidia Invests $2 Billion in AI Partnership
The panel is divided on the implications of Nvidia's $2B investment and NVLink Fusion partnership with Marvell. While some panelists …
SoFi는 핀테크 승자인가 아니면 '재무 공학' 이야기인가?
Is SoFi a Fintech Winner or a 'Financial Engineering' Story?
The panel consensus is that SoFi's high valuation (31.9x forward P/E) is at risk due to potential understatement of loan …
BRC 그룹 홀딩스, 4분기 순이익 급증 발표
BRC Group Holdings, Inc. Announces Climb In Q4 Bottom Line
The panel consensus is that B. Riley Financial's (RILY) Q4 results are largely driven by one-time gains, with significant concerns …
향후 1년간 팔란티어보다 뛰어난 성과를 낼 수 있는 AI 소프트웨어 주식 1개
1 AI Software Stock That Can Outperform Palantir Over the Next Year
The panelists agreed that both Palantir (PLTR) and ServiceNow (NOW) are priced for perfection, with PLTR's 113x forward P/E being …
BlackRock 뉴저지 지방정부 소득 신탁(BNJ)이 현재 과매도 상태
BlackRock New Jersey Municipal Income Trust is Now Oversold (BNJ)
The panel consensus is that BNJ's current low RSI and price are not sufficient indicators for a buy decision due …
Energizer Holdings 과매도 (ENR)
Energizer Holdings Becomes Oversold (ENR)
The panel consensus is bearish on ENR, with key concerns being high leverage, potential dividend cuts, and structural headwinds from …
테크 거대기업 오라클, '상당한' 감원 진행
Tech giant Oracle makes 'significant' job cuts
Panelists debate Oracle's recent layoffs and infrastructure spending, with some seeing it as a defensive move to boost margins (Claude, …
Old Dominion Freight Line의 다음 분기 실적 발표에서 기대할 점
What to Expect From Old Dominion Freight Line's Next Quarterly Earnings Report
ODFL's pricing power can sustain earnings without volume recovery, but there's a risk of service degradation if CapEx is cut …