주식 시장 뉴스

최신 금융 뉴스 · 업데이트 5월 23, 2026

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스위스 스니커 제조업체 온 홀딩, 성장 둔화에 따른 리더십 교체

Swiss sneaker maker On Holding shakes up leadership amid slowing growth

The panel is divided on On Holding's leadership change. Some see it as a defensive move due to growth deceleration, …

CNBC · 3월 25, 2026
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AI 호황이 중국의 칩 산업 성장 가속화, 수요 과잉으로 공급망에 부담

AI boom accelerates China's chip industry growth as demand strains supply chain

The panel discusses China's semiconductor capacity expansion, with a net takeaway that while China aims for 42% global capacity in …

Yahoo Finance · 3월 25, 2026
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CNBC 앵커, 미국 무역 적자 1360억 달러에서 290억 달러로 급감에 충격 — 2009년 이후 최저치. 트럼프의 관세가 옳았나?

CNBC anchor shocked by US trade deficit drop from $136B to $29B — the lowest since 2009. Was Trump right about tariffs?

The panel generally agreed that the $29.4B trade deficit was a one-off anomaly, with gold exports and imports accounting for …

Yahoo Finance · 3월 25, 2026
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비트코인 ETF, 한 달간 25억 달러 유입, 연초 손실 거의 만회

Bitcoin ETFs Draw in $2.5B in a Month, Close to Erasing YTD Losses

The panel's net takeaway is that while the $2.5B inflow into Bitcoin ETFs is notable, its sustainability is questionable due …

Yahoo Finance · 3월 25, 2026
LRCX
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Lam Research Corporation (LRCX), 성장하는 칩 복잡성으로부터 이익을 얻을 수 있는 위치에 있음

Lam Research Corporation (LRCX) is Positioned to Benefit from Growing Chip Complexity

The panelists have mixed views on LRCX, with concerns about China export risks and lack of specific financial data, but …

Yahoo Finance · 3월 25, 2026
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65세에 저지르는 이 메디케어 실수, 평생 후회할 수 있습니다

This Medicare Mistake at Age 65 Could Haunt You for the Rest of Your Life

The panel agrees that missing the 7-month Medicare enrollment window results in a permanent 10% penalty per year, which can …

Nasdaq · 3월 25, 2026
RKLB ROCK TSLA
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더 나은 산업 주식: 테슬라 vs. 로켓 랩

Better Industrial Stock: Tesla vs. Rocket Lab

The panel discusses Rocket Lab (RKLB) vs Tesla (TSLA), with RKLB's $816M Space Force contract and smaller market cap offering …

Nasdaq · 3월 25, 2026
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경기 침체 공포가 다시 고개를 들다: 전략을 바꿔서는 안 되는 이유

Recession Fears Are Back: Here Is Why That Should Not Change Your Strategy

The panel agrees that dollar-cost averaging works historically, but there's no consensus on whether now is a good time to …

Nasdaq · 3월 25, 2026
NFLX
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넷플릭스가 워너 브라더스를 포기한 것은 현명한 결정이었을까?

Netflix Walked Away From Warner Bros. Was That a Smart Move?

Netflix's decision to walk away from the Warner Bros. Discovery deal at $83 billion was primarily a capital-allocation decision, preserving …

Nasdaq · 3월 25, 2026
AAPL
▼ bear…

미래 시장은 월스트리트가 약간 상승하여 개장할 가능성을 시사합니다.

Futures Suggest Wall Street To Open Moderately Up

Panel consensus suggests a cautious, bearish outlook. Markets show resilience but underlying data points to labor market cooling, geopolitical risks, …

Nasdaq · 3월 25, 2026
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후고 바라의 메타 복귀는 제커망의 인공지능 긴급성을 강조한다

Hugo Barra's return to Meta 5 years after exit underscores Zuckerberg's AI urgency

Meta's pivot to AI agents is a significant shift, but the panel is divided on its potential success. While some …

CNBC · 3월 25, 2026
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법률 AI 스타트업 하비, 펀딩 라운드에서 110억 달러 가치 평가, VC들이 모델 회사 너머로 베팅 확산

Legal AI startup Harvey valued at $11 billion in funding round, as VCs spread bets beyond model companies

The panel is divided on Harvey's $11B valuation, with concerns about sustainability, competition, and liability risks, but also acknowledging its …

CNBC · 3월 25, 2026