주식 시장 뉴스
최신 금융 뉴스 · 업데이트 7월 12, 2026
TD Cowen, Appian Corporation(APPN) 투자자의 날 이후 목표주가 하향 조정
TD Cowen Cuts PT on Appian Corporation (APPN) After Investor Day
Analysts maintain 'Hold' ratings despite significant price target cuts, signaling a reset in valuation rather than a rejection of Appian's …
모건 스탠리, 테라울프(WULF) 1분기 실적 발표 후 목표주가 상향 조정
Morgan Stanley Lifts PT on TeraWulf Inc. (WULF) Following Q1 Results
Panelists debate TeraWulf's (WULF) cash position, dilution risk, and the potential of its HPC leasing strategy. While some see the …
여기 스트리트가 온토 이노베이션 Inc. (ONTO)에 대해 생각하고 있는 내용입니다.
Here’s What the Street is Thinking About Onto Innovation Inc. (ONTO)
Panelists agree that Onto Innovation's strong YTD performance is driven by HBM and CoWoS demand, but they differ on whether …
Meta의 주식 성과는 다른 인터넷 주식과 비교했을 때 어떤가요?
How Is Meta’s Stock Performance Compared to Other Internet Stocks?
Despite META's YTD resilience, panelists express caution due to uncertain AI monetization timelines, regulatory overhangs, and potential margin compression from …
Amazon 주식: AMZN은 기술 부문보다 실적이 저조한가?
Amazon Stock: Is AMZN Underperforming the Technology Sector?
The panelists debate AMZN's underperformance relative to XLK, with mixed views on AWS growth, margin expansion, and potential risks. They …
연방준비제도(Fed)가 침묵할 때 역사적으로 주식 시장은 어떻게 변할까?
What Historically Happens to Stocks When the Fed Goes Silent in Summer
The panel generally agrees that the summer months pose risks due to lower liquidity and potential lack of Fed communication, …
주요 금요일 옵션 활동: MOV, SOFI, SCSC
Notable Friday Option Activity: MOV, SOFI, SCSC
The discussion centers around elevated long-dated call options volume in SOFI and SCSC, potentially signaling institutional positioning or conviction in …
주목할 만한 금요일 옵션 활동: NVDA, AAP, SMCI
Noteworthy Friday Option Activity: NVDA, AAP, SMCI
The discussion highlights high call volume in AAP and SMCI, potentially signaling long-term bullish positioning or hedging strategies. However, the …
국채, 부진한 거래 세션 마감 후 보합권 유지
Treasuries Finish Lackluster Session Roughly Flat
The panel agrees that the market is in a 'wait-and-see' mode, expecting upcoming inflation data to drive the next move. …
호멜 푸드 (HRL) 주식, 5% 수익률 마크 돌파
Hormel Food (HRL) Shares Cross 5% Yield Mark
The panel is largely bearish on HRL's 5% yield, citing potential value traps due to secular headwinds, margin compression, and …
유니버설, 억만장자 빌 애크먼의 인수 제안 거부
Universal rejects billionaire Bill Ackman's takeover bid
Universal Music Group's board rejected Pershing Square's $64.3bn bid, citing undervaluation, but faces pressure from Vivendi's stakeholders to monetize UMG, …
IBM은 2029년까지 대규모 양자 컴퓨터에 100억 달러 투자
IBM to invest $10 billion for large-scale quantum computer by 2029
IBM's $10B, 5-year commitment to quantum computing is seen as a strategic move, but the timeline for practical, error-free systems …