주식 시장 뉴스

10 AI Stocks I'm Buying Right Now

The panel consensus is bearish, warning about valuation risk, execution challenges, and potential capex growth plateaus in the AI sector. …

VINCI Highways, 인도 내 거의 700km의 통행료 도로 인수 합의

VINCI Highways agrees to acquire nearly 700km toll road in India

VINCI's acquisition of Safeway Concessions at a 15x EBITDA multiple is a high-conviction bet on India's GDP growth and logistics …

Nvidia는 중국에서 사업을 다시 시작할 수 있습니다. 이것이 수익에 어떤 의미가 있는지 알아보겠습니다.

Nvidia May be Back in Business in China. Here's What That Means for Revenue.

The panel is divided on the impact of Nvidia's H200 return to China, with concerns about throttled specs, a potential …

Circle Internet Group (CRCL): 억만장자 David Abrams, 포지션 매도

Circle Internet Group (CRCL): Billionaire David Abrams Sells Position

The panel is divided on the significance of David Abrams' exit from CRCL, with some seeing it as a bearish …

Morning Brief: 주식은 전쟁이 시작된 이후 가장 큰 손실을 보고 있습니다.

Morning Brief: Stocks see the biggest losses since the war began

The panel consensus is bearish, with the market sell-off driven by sector-specific AI narratives rather than broad risk-off. Key risks …

최고 CD 금리 오늘, 2026년 3월 28일 (최고 계좌는 연 4.15% APY 제공)

Best CD rates today, March 28, 2026 (best account provides 4.15% APY)

The panel generally agrees that the 4.15% APY on LendingClub's 8-month CD is not an attractive offer due to mediocre …

三菱전기, 로옴, 도시바, 파워 칩 사업 합병 모색

Mitsubishi Electric, Rohm, Toshiba to Explore Merger of Power Chip Businesses

The panel is divided on the proposed consolidation of Japan's power semiconductor makers. While some see it as a defensive …

야니부 수출, 호르무즈 우회하며 사우디 기록 경신

Yanbu Exports at Record Pace as Saudi Bypasses Hormuz

The rerouting of Saudi crude to Yanbu, while bypassing Hormuz threats, exposes significant logistical bottlenecks and geopolitical risks, with potential …

2026년 3월 28일 기준 모기지 및 재융자 금리:

Mortgage and refinance interest rates today, March 28, 2026:

The panel agrees that the recent increase in mortgage rates to 6.47% will negatively impact housing affordability and home sales, …

에너지 트랜스퍼 LP (ET): 억만장자 데이비드 애브람스가 지분 축소

Energy Transfer LP (ET): Billionaire David Abrams Trims Stake

The panelists debate the significance of Abrams Capital's 72% reduction in Energy Transfer (ET) holdings since 2020, with some arguing …

Salesforce 주식 지금 사도 될까요? 숫자가 밝히는 내용

Is Now the Time to Buy Salesforce? Here's What the Numbers Reveal

Despite record profitability and a $50B buyback, panelists express concern over decelerating organic growth, potential AI commoditization, and Agentforce's impact …

전쟁의 무게: 화요일 스트리트의 소식 요약

Weight of War: Heard on the Street Thursday Recap

The panel is divided on the market outlook, with concerns about geopolitical risks, rising yields, and litigation threats against tech …