주식 시장 뉴스
최신 금융 뉴스 · 업데이트 7월 12, 2026
주택담보대출 금리 하락, 하지만 6.5% 이상 유지
Mortgage rates dip, but still above 6.5%
The panelists agree that the housing market is in a fragile state, with affordability deteriorating, transaction volumes suppressed, and a …
AI 혼란 우려 속 세일즈포스 매출 전망치 하회
Salesforce revenue forecast disappoints amid AI disruption fears
Salesforce's transition to AI-driven Agentforce faces execution risks, with potential margin pressure from increased R&D spend and uncertainty around net-new …
내분, 법정 소송으로 인해 오랫동안 칭찬받던 에어 택시 돌파구가 위험에 처할 수 있습니다.
Infighting, court battles could put long-hyped air taxi breakthrough in jeopardy
The panelists generally agree that eVTOL companies, particularly Joby and Archer, face significant challenges including high cash burn rates, litigation, …
고릴라 테크놀로지 그룹 Q1 실적 발표 주요 내용
Gorilla Technology Group Q1 Earnings Call Highlights
Panelists generally agree that while GRRR's revenue growth and cash flow are encouraging, the company's reliance on complex, geographically dispersed …
Cardano는 시장에서 가장 과소평가된 암호화폐인가?
Is Cardano the Most Underrated Cryptocurrency in the Market?
The panel consensus is bearish on Cardano (ADA) due to its chronic underperformance in scalability, adoption, and transaction volume, as …
주식 시장에 문제가 생길 수 있습니다: 트럼프 대통령이 케빈 워시 연준 의장을 어려운 상황에 빠뜨렸습니다.
The Stock Market May Be in Trouble: President Trump Put Fed Chair Kevin Warsh in a Tough Spot
The panelists agreed that the market is underestimating risks, with a focus on fiscal dominance and potential loss of Fed …
투자자들은 멕시코 페멕스가 글로벌 부채 시장에 진출할 때가 되었다고 말합니다
Investors Say It’s Time for Pemex to Tap Global Debt Markets
The panel consensus is bearish on Pemex's bond issuance, citing structural issues, limited fiscal headroom, and the risk of locking …
엔비디아 포트폴리오의 71.6%가 이 2개의 최고 인공지능(AI) 주식에 투자되었습니다.
71.6% of Nvidia's Portfolio Is Invested in These 2 Top Artificial Intelligence (AI) Stocks
The panel largely agrees that Nvidia's investments in Intel and CoreWeave are not validation of their fundamentals, with concerns around …
SpaceX IPO 다음 달: 알아야 할 사항
The SpaceX IPO Is Coming Next Month: Here's What You Need to Know
The panel consensus is bearish on SpaceX's IPO, citing concerns about the company's high capital burn rate, particularly in its …
애스다, 내년부터 Ocado 소프트웨어를 활용해 자사 홈 배송 서비스 제공 계약 체결
Asda strikes deal to use Ocado software for home deliveries from next year
The panel generally views the Asda-Ocado deal as more hype than substance, with significant execution risks and questionable long-term benefits …
선베드 회사, 햇볕에 그을린 피부가 햇볕 화상으로부터 보호한다는 허위 주장에 대한 조사에 휘말려
Sunbed firm in hot seat over false claims that tanned skin protects against sunburn
The panel consensus is bearish on the UK sunbed industry due to regulatory and reputational risks stemming from the Sunbed …
에어로바이런먼트 주식이 급등한 이유 (이번 주)
Why AeroVironment Stock Was Soaring This Week
The panel is divided on AeroVironment (AVAV) with concerns about valuation, execution risk, and dependence on future government contracts outweighing …