주식 시장 뉴스
최신 금융 뉴스 · 업데이트 7월 12, 2026
팔리디 홀딩스, 최근 SEC 제출 서류에 따르면 PENN 엔터테인먼트 포지션 개시
Palidye Holdings Initiates PENN Entertainment Position, According to Recent SEC Filing
The panel is divided on Palidye's PENN investment, with concerns about PENN's net loss, Interactive segment's losses, and high debt …
Viking Holdings가 지난 1년 동안 두 배가 되었다는 사실을 알고 계셨나요?
Did You Know That Viking Holdings Has Doubled Over the Past Year?
Viking's high valuation (21x forward P/E) is a bet on continued premium pricing and a soft macro-cycle for luxury travel. …
미국 주식은 거래자들이 미국-이란 거래에 대한 소식을 기다리면서 대체로 상승했습니다.
U.S. Stocks Mostly Higher As Traders Await News On U.S.-Iran Deal
The panelists agree that the market's rally is driven by earnings, particularly Dell and NetApp's strong performances, rather than geopolitical …
SOXL, COHX: 대규모 ETF 유출
SOXL, COHX: Big ETF Outflows
The panel is divided on the implications of recent ETF outflows in the semiconductor sector. While some see potential liquidity …
핵심 기술 주식 대결: 지금 Oklo 또는 NuScale Power가 더 나은 선택일까요?
Nuclear Stock Face-Off: Is Oklo or NuScale Power the Better Buy Right Now?
The panel is largely bearish on Oklo and NuScale, citing significant regulatory hurdles, financing risks, and unproven unit economics. While …
금요일 5/29 내부자 매수 보고서: SCHW, COR
Friday 5/29 Insider Buying Report: SCHW, COR
The panelists generally agreed that the insider buys in SCHW and COR were modest and did not provide strong signals …
"이 경제의 실질 부문은 잘하고 있지 않습니다": Ed Dowd, 'AI 거품이 터질 때까지 기다리세요' 경고
"The Real Part Of This Economy Is Not Doing Well": Ed Dowd Warns 'Just Wait 'Til The AI Bubble Bursts'
The panel generally agrees that Ed Dowd's bearish macro outlook relies heavily on precise timing of multiple shocks, with most …
SpaceX IPO가 다가옴에 따라 트레이더들은 머스크가 최초의 조만장자가 될 것이 거의 확실하다고 생각합니다
As SpaceX IPO nears, traders think it's a near-certainty Musk becomes the first trillionaire
The panel consensus is bearish, with key risks including regulatory hurdles, dilution, and uncertainty around Starlink's profitability post-IPO, which could …
짐 크레이머, 델의 기록적인 분기에 엔비디아가 명확한 승자라고 말하다
Jim Cramer says Nvidia is a clear winner from Dell's monster quarter
While the panel agrees that Dell's 30% surge in AI server demand validates the infrastructure cycle, there's no consensus on …
Arla-DMK 합병, EU 승인 후 진행
Arla-DMK merger to proceed after EU green light
Despite the scale advantages and EU clearance, the merger's success hinges on navigating complex integration challenges, cultural clashes, and funding …
포토로닉스 주식, 이번 주 37% 폭락
Why Photronics Stock Collapsed 37% This Week
The panel consensus is bearish on Photronics (PLAB), with concerns about its ability to capture AI-driven semiconductor demand, execution risk, …
코스트코 주가가 오늘 하락한 이유
Why Costco Stock Was Sliding Today
Costco's weak sales growth and e-commerce decline have removed its 'recession-proof' premium, with investors awaiting Q3 traffic and renewal rates …