주식 시장 뉴스
최신 금융 뉴스 · 업데이트 5월 23, 2026
트럼프의 암호화폐 캐비닛, 패니 메이와 함께 모기지 결제 태그 팀
Trump’s Crypto Cabinet Tag Team Mortgage Payments with Fannie Mae
The panel is largely bearish on Better Home Finance's crypto-collateralized mortgage product, citing warehouse line fragility, unhedged crypto risk, and …
Netflix(NFLX)가 4분기에 20% 이상 하락한 이유
Here’s Why Netflix (NFLX) Fell Over 20% in Q4
The panel consensus is bearish on Netflix's proposed acquisition of Warner Bros. Discovery, citing significant risks including massive debt load, …
실행 위험 및 재정 지속 가능성에 대한 우려가 Oracle Corporation(ORCL) 4분기에 부담으로 작용
Concerns Over Execution Risk and Financial Sustainability Weighed on Oracle Corporation (ORCL) in Q4
The panel is divided on Oracle's future, with concerns about capital intensity, margin compression, and counterparty risk, but also acknowledging …
Royal Road Minerals, 콜롬비아 시추 재개로 전략 뒷받침, 중요한 선거 앞두고
Research backs Royal Road Minerals strategy as Colombia drilling restarts ahead of pivotal election
Despite encouraging drill results and a proven CEO, Royal Road Minerals' (RYR.V) near-term upside is capped by cash runway constraints …
Alphabet (GOOGL)은 AI 리더십을 되찾으면서 급등했습니다.
Alphabet (GOOGL) Surged as It Reclaimed AI Leadership
The panel is divided on Alphabet's valuation, with concerns about regulatory risks, high capex, and potential ad revenue erosion from …
유틸리티 Entergy, 개정된 Meta 데이터 센터 계약으로 고객 절감액 증대 발표
Utility Entergy says revised Meta data-center deal to deliver higher customer savings
The panel generally agrees that Entergy (ETR) is structurally de-risked due to Meta's full cost of service coverage, which eliminates …
FuboTV 80% 폭락했지만 이것이 반전의 계기가 될 수 있다
FuboTV Crashed 80% but This Could Be the Turnaround
The panelists generally agree that FuboTV's success relies heavily on executing synergies with Disney, particularly ad-tech integration and subscriber growth …
Lantern Pharma 주식, FDA가 STAR-001 임상 신약 신청 승인 후 10% 하락
Lantern Pharma Stock Falls 10% After FDA Clears Investigational New Drug Application For STAR-001
Lantern Pharma's (LTRN) 10% drop after FDA IND clearance reflects concerns about cash runway, dilution, and the proprietary nature of …
미국 증시, 유가 급등 지속에 어제 하락세 연장
U.S. Stocks Extending Yesterday's Slump As Crude Oil Continues To Surge
The panel agrees that the recent surge in Brent crude oil prices to $110 is driving a risk-off sentiment in …
만약 제가 지금 1만 달러를 인공지능(AI)에 투자해야 한다면, 이 3개의 주식에 분산 투자할 것입니다.
If I Had $10,000 to Invest in Artificial Intelligence (AI) Right Now, I'd Split It Between These 3 Stocks
The panel consensus is bearish on the recommended AI stocks (NVDA, PLTR, TSM) due to valuation risks, competition, and geopolitical/supply …
Cullinan Therapeutics 매수 약정, 옵션으로 연 25.1% 수익 달성
Commit To Purchase Cullinan Therapeutics At $9, Earn 25.1% Annualized Using Options
The panel is skeptical about selling puts on CGEM at a $9 strike for a 25.1% annualized yield, citing high …
Treasury ETF: VGSH, SCHO 대비 규모 우위 보유
Treasury ETFs: VGSH Holds Size Edge Over SCHO
The panel agrees that the article's focus on AUM is misguided, as both ETFs (VGSH and SCHO) have sufficient liquidity. …