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Epstein victims sue Google, Trump administration for disclosing personal information

The panel generally agrees that this lawsuit poses significant risks to Google, primarily due to potential regulatory backlash and changes …

1. No-Brainer Artificial Intelligence (AI) Stock That Will Skyrocket By the End of 2026

1 No-Brainer Artificial Intelligence (AI) Stock That Will Skyrocket By the End of 2026

The panelists agreed that Nvidia's current valuation is not a 'screaming bargain' and that the 'skyrocket by end of 2026' …

SpaceX의 1조 7,500억 달러 가치는 역사상 가장 큰 공모가 될 수 있을까요?

Could SpaceX's $1.75T Valuation Make It the Biggest Public Offering in History?

The panel consensus is bearish on SpaceX's rumored $1.75T valuation, with concerns about decelerating growth, unproven Starship commercialization, and xAI …

Carvana (CVNA) Gains Outperform Rating on 40% Growth Potential

The panel's net takeaway is that Carvana's (CVNA) 20-40% CAGR growth forecast is uncertain due to high restoration costs, intense …

Oracle (ORCL) 가격 목표치, 매출 전환 우려로 하향 조정

Oracle (ORCL) Price Target Lowered on Revenue Conversion Concerns

Oracle's cloud transition is real, but there's concern about backlog-to-revenue conversion and potential margin dilution from IaaS pricing pressure. The …

플러터 (FLUT)는 베팅 시장 확장에 따라 '견조한 성과'로 평가받음

Flutter (FLUT) Rated Outperform on Betting Market Expansion

Panelists debate Flutter's growth prospects, with concerns over customer acquisition costs, market share erosion, and the effectiveness of a $300M …

세심한 분석에도 불구하고 느려지는 전자상거래 성장에도 불구하고 쿠팡 매수 권고

Rates Coupang Buy Despite Slowing E-Commerce Growth

Panelists agree that Coupang's growth is transitioning to loss-making adjacencies, with deteriorating margins and unit economics, and question the sustainability …

Sea (SE) 가격 목표 하향 조정, 성장 투자 증가에 따른 조치

Sea (SE) Price Target Cut as Growth Investments Increase

The panel consensus is bearish, with concerns about Sea Limited's (SE) margin pressure, structural issues in e-commerce and fintech, and …

알니람(ALNY)은 혁신적인 치료법으로 25%의 CAGR 목표

Alnylam (ALNY) Targets 25% CAGR with Innovative Therapies

The panel has a mixed view on Alnylam's (ALNY) growth prospects. While they acknowledge the potential of AMVUTTRA and the …

CIBC (CM) 주가, 견조한 실적 성장으로 인해 상향 조정

CIBC (CM) Stock Upgraded to Overweight on Strong Earnings Growth

The panelists have mixed views on CIBC's potential, with some seeing progress in ROE and operating leverage, while others caution …

Waste Connections (WCN) Outperform Rating Backed by Strong Margins

The panel is divided on Waste Connections (WCN). While some analysts remain bullish on its pricing power and acquisition strategy, …

프랑코-네바다(FNV) 매수 등급, 견조한 매출 성장으로 뒷받침

Franco-Nevada (FNV) Buy Rating Backed by Strong Revenue Growth

Panelists agree that FNV's 2026 guidance is uncertain due to the loss of Cobre Panama revenue and the need for …