주식 시장 뉴스
최신 금융 뉴스 · 업데이트 5월 23, 2026
Arm 주가 6% 상승, CEO 하스가 신규 칩으로 150억 달러 매출 기대치 제시
Arm stock pops 6% as CEO Haas issues $15 billion revenue expectation for new chip
The panel is divided on Arm's ambitious $15B revenue target by 2031 for its AGI CPU, with concerns raised about …
Arm, 최초의 인공지능(AI) CPU 출시, Meta, OpenAI, Cloudflare를 첫 고객으로 확보
Arm Debuts New Artificial Intelligence (AI) CPU, Nabs Meta, OpenAI, Cloudflare as First Customers
The panel is divided on Arm's move into physical silicon. While some see it as strategically sound and a viable …
오늘의 주식 시장, 3월 24일: 5G 모멘텀과 북미 통신사 지출에 힘입어 노키아 상승
Stock Market Today, March 24: Nokia Rises on 5G Momentum and North American Telecom Spending
Panelists are awaiting Q1 results to validate Nokia's 'AI-driven' strategy and assess its impact on margins. They debate the significance …
더 나은 AI 매수: 엔비디아 vs 마이크론
Better AI Buy: Nvidia vs Micron
The panelists debate between Nvidia (NVDA) and Micron (MU) as AI stock picks, with most acknowledging NVDA's software moat and …
Icahn Enterprises, Centuri 주식 7,800만 달러 추가 매수, 하지만 진짜 이야기는 더 일찍 시작됩니다
Icahn Enterprises Just Added $78 Million in Centuri Shares, but the Real Story Starts Earlier
The panelists generally agreed that Icahn's increased stake in Centuri (CTRI) signals conviction, but they also raised concerns about the …
SoFi: 숏 포지션 테제
SoFi: The Short Thesis
The panel's net takeaway is that SoFi's accounting practices, particularly its use of off-balance-sheet VIEs and aggressive DCF inputs, are …
주식 시장 오늘, 3월 24일: 서클 인터넷, 스테이블코인 수익률 제한 가능성에 급락
Stock Market Today, March 24: Circle Internet Dives on Possible Stablecoin Yield Restrictions
The panel is divided on the impact of potential stablecoin yield restrictions on Circle (CRCL). While some argue the 20% …
이 눈에 띄지 않는 AI 주식은 Nvidia보다 더 나은 매수처가 될 수 있습니다.
This Under-the-Radar AI Stock Could Be a Better Buy Than Nvidia
Panelists are divided on Nebius' (NBIS) potential. While some see its high growth and regulatory tailwinds as promising, others question …
Nvidia, Alphabet, Apple과 함께 3조 달러 클럽에 합류하기 전에 매수해야 할 획기적인 성장 주식 1개
1 Brilliant Growth Stock to Buy Before It Joins Nvidia, Alphabet, and Apple in the $3 Trillion Club
The panel is divided on Meta's $3T thesis, with concerns about capex ROI, buyback pauses, and power grid bottlenecks, but …
16% 수익률의 이 상품 ETF에 1,200만 달러의 새로운 베팅이 몰렸습니다. 알아야 할 사항
This Commodity ETF With a 16% Yield Just Drew a New $12 Million Bet. Here's What to Know
The panel discusses Bison Wealth's $12M position in FTGC, a commodity ETF yielding 16%. While some see it as a …
더 나은 원자력 주식: NuScale Power vs. Constellation Energy
Better Nuclear Energy Stock: NuScale Power vs. Constellation Energy
The panel discusses the 'floor vs. ceiling' debate between Constellation Energy (CEG) and NuScale (SMR), with NuScale's SMRs seen as …
가디언의 이란 전쟁에 대한 견해: 에너지, 시장, 그리고 위험한 환상 | 사설
The Guardian view on the Iran war: energy, markets and a dangerous illusion | Editorial
The panel consensus is that the current Iran-US/Israel conflict poses significant systemic risks to global energy markets, with potential impacts …