주식 시장 뉴스

오바마 지명 판사, 케네디 센터 건물에서 트럼프 이름 삭제 명령

Obama-Nominated Judge Orders Trump's Name Removed From Kennedy Center Building

The ruling halts the Kennedy Center's rename, exposes governance issues, and may delay renovations, creating operational and donor risks. Congress …

Anthropic의 기업 가치가 9650억 달러로 급등, OpenAI을 앞지름

Anthropic's valuation surges to $965 billion, surpassing OpenAI

The panelists express strong bearish sentiment towards Anthropic's $965B post-money valuation, citing high revenue multiples, negative unit economics at scale, …

천연가스 가격, 재고 부족 및 미국 날씨 더워지면서 급등

Nat-Gas Prices Surge as Storage Tightens and US Weather Turns Hotter

The panel is largely bearish on the near-term outlook for Nymex natural gas, with concerns about rapid supply growth, comfortable …

높아진 금리가 버크셔 해서웨이의 현금 보유분을 수익 엔진으로 전환.

Higher-for-Longer Interest Rates Are Turning Berkshire Hathaway's Cash Hoard Into an Earnings Engine.

The panelists agree that Berkshire's massive cash pile, while providing a near-term tailwind, poses long-term challenges. They debate whether it's …

Amazon은 1월 대규모 해고 이후에도 더 많은 직원을 감축하고 있습니다. 직원들이 퇴사하면서 클라우드 지배력을 유지할 수 있을까요?

Amazon is Cutting Even More Jobs, Following the Mass Layoffs in January. Can It Maintain Its Cloud Dominance as Employees Exit?

The panel generally agrees that AWS's recent layoffs and increased capex raise concerns about talent retention, potential slowdown in product …

짐 크레이머, 델의 실적 호조가 AI 주식에 중요한 한 주를 예고한다고 말하다

Jim Cramer says Dell’s blowout quarter sets up a crucial week for AI stocks

While Dell's earnings beat supports the AI data center narrative, panelists express concerns about high valuations, potential margin compression, and …

석유 가격이 호르무즈 만이 닫혀 있는 동안 지원받고 있습니다

Crude Oil Prices Supported as Strait of Hormuz Remains Closed

Despite a potential 60-day ceasefire, panelists agree that the market could remain tight through Q1 2026 due to a 6-9 …

REX American Resources Corporation 2026년 1분기 실적 발표 요약

REX American Resources Corporation Q1 2026 Earnings Call Summary

Panelists agree that REX's Q1 profitability relies heavily on 45Z tax credits and favorable corn pricing, with significant execution risk …

호멜 푸드 코퍼레이션 2026년 2분기 실적 발표 요약

Hormel Foods Corporation Q2 2026 Earnings Call Summary

The panel is divided on Hormel's (HRL) outlook, with concerns about demand elasticity, elevated costs, and brand softness countering optimism …

Dycom (DY) Q1 2027 Earnings Call Transcript

Dycom's Q1 showed strong growth and backlog expansion, but concerns around labor costs, working capital, and integration risks cast doubt …

다음 이익 발표 전에 1개의 기술주만 구매할 계획이라면 이 주식을 선택하세요

If You're Only Going to Buy 1 Tech Stock Before the Next Earnings Season, Make It This One

The panel is divided on Microsoft's (MSFT) valuation and OpenAI partnership. While some see it as cheap and a potential …

AST SpaceMobile 17%급락, Planet Labs 8% 하락, 블루 오리진 폭발에, 하지만 버진 갤럭틱 11% 급등

AST SpaceMobile Plunges 17%, Planet Labs Drops 8% on Blue Origin Explosion, While Virgin Galactic Surges 11%

The New Glenn explosion has sparked market overreaction, with ASTS and PL experiencing unjustified drops. The real risk lies in …