주식 시장 뉴스
최신 금융 뉴스 · 업데이트 5월 23, 2026
Citi는 The New York Times (NYT)의 목표 주가 전망치를 94달러로 상향 조정했습니다.
Citi Raises its Price Target on The New York Times (NYT) to $94
Analysts are divided on the New York Times' (NYT) future, with some seeing potential in its digital growth and bundling …
소득 투자자들이 격동의 2026년 핵심 포트폴리오 앵커로 VTV를 유지하는 이유
Why Income Investors Keep VTV as a Core Portfolio Anchor in a Turbulent 2026
VTV's defensive role in 2026's volatility is validated by its YTD outperformance, but its passive structure and sector exposure to …
Wells Fargo는 Globus Medical (GMED)에 대한 커버리지를 시작하여 비중확대 등급을 부여했습니다.
Wells Fargo Initiates Coverage of Globus Medical (GMED) with an Overweight Rating
Panelists generally agree that Globus Medical's (GMED) Q4 beat and FY26 guidance are notable, but there's no consensus on the …
SentinelOne (S) Barry Padgett을 사장 겸 최고 운영 책임자로 임명
SentinelOne (S) Appoints Barry Padgett as President and Chief Operating Officer
Panelists have mixed views on SentinelOne's (S) recent performance and future prospects. While some highlight the company's growth, profitability, and …
MongoDB, Inc. (MDB) Ryan Mac Ban을 최고 수익 책임자로 임명
MongoDB, Inc. (MDB) Appoints Ryan Mac Ban as Chief Revenue Officer
Panelists debate MDB's operational leverage and growth potential, with concerns raised about gross margin ceilings and the quality of customer …
Macquarie, Okta(OKTA)에 대한 Outperform 등급으로 커버리지 개시
Macquarie Initiates Coverage of Okta (OKTA) with an Outperform Rating
Panelists debate Okta's valuation, with some seeing growth opportunities (e.g., Agentic AI, GTM tweaks) while others worry about disintermediation risks …
FUTY, 5년간 64% 수익률 기록, 투자자에게는 거의 비용 청구 안 해
FUTY Delivers 64% in Five Years While Charging Investors Next to Nothing
FUTY's low cost and historical returns are attractive, but its high concentration in merchant power operators (CEG, VST) and NextEra …
소비자 심리가 12월 이후 최저 수준으로 하락하며 미국인들이 전쟁의 영향을 느끼기 시작함
Consumer sentiment hits lowest level since December as Americans begin feeling war's effects
The panel agrees that the sharp drop in consumer sentiment, driven by rising gas prices and equity volatility, signals a …
이란 전쟁 여름까지 지속되면 유가 배럴당 200달러 돌파 가능성
Oil prices could hit $200 per barrel if the war in Iran continues into summer
The panel consensus is that a $200/barrel Brent price is a tail risk, not a baseline scenario, due to the …
올해 금값은 얼마나 오를까? 금값에 대한 상위 3가지 예측.
How high will gold go this year? Top 3 predictions about gold prices.
The panel consensus is bearish, with key risks including high real interest rates, volatility, and liquidity-driven selling. Opportunities are limited, …
Oxford Industries, 삭스 파산 및 거시 경제 문제로 손실 기록
Oxford Industries Slips Into Red as Saks Bankruptcy, Macro Issues Hit Bottom Line
Oxford Industries (OXM) reported a Q4 loss due to Saks bankruptcy and promotional pressure, but showed sequential improvement in Tommy …
Meta Platforms (META)는 공격적인 AI 자본 지출 계획에 대한 우려로 하락했습니다.
Meta Platforms (META) Slid on Concerns Over Aggressive AI Capital Expenditure Plans
Meta's stock weakness reflects investor pushback on its AI capital expenditure plans, with concerns about near-term margin compression and the …