주식 시장 뉴스
최신 금융 뉴스 · 업데이트 5월 24, 2026
Intuit Inc.(INTU)에 대한 월가의 엇갈린 신호
Why Street Sends Mixed Signals on Intuit Inc. (INTU)
The panelists generally agree that Intuit's (INTU) 31% YTD decline and high forward multiple (45x) warrant caution, but there's no …
Applied Materials, Inc. (AMAT)의 AI 추진 배경
What’s Behind Applied Materials, Inc. (AMAT)’s AI Push
Applied Materials (AMAT) is well-positioned for AI-driven semiconductor capex, but faces significant risks including cyclicality, NAND weakness, and geopolitical exposure …
Oracle Corporation (ORCL) "깨끗한" 3분기 실적 발표, Mizuho 분석
Oracle Corporation (ORCL) Delivered A “clean” Third Quarter, Says Mizuho
Oracle's Q3 results showed strong organic growth, but the $90B FY27 revenue target is debated due to high growth rates …
Salesforce, Inc.(CRM)의 FY27 전략이 시사하는 바
What Salesforce, Inc. (CRM)’s FY27 Strategy Signals
The panelists are cautious about Salesforce's FY27 outlook, with a consensus leaning bearish due to concerns about net retention rates, …
시티즌스가 서비스나우(NOW)에 대해 강세(Bullish)를 유지하는 이유
Why Citizens Remains Bullish On ServiceNow, Inc. (NOW)
The panelists have mixed views on ServiceNow's 'AI Control Tower' strategy and $260 price target, with concerns around valuation, margin …
NVIDIA Corporation(NVDA)는 어떻게 컴퓨팅의 미래를 만들어가고 있는가
How NVIDIA Corporation (NVDA) Is Shaping the Future of Computing
The panelists debate NVIDIA's valuation, with some bullish on its 'physical AI' pivot and high-margin verticalized compute, while others caution …
2026년 최고의 수익 성장률을 기록할 기술주, 마이크로소프트(MSFT)인가?
Is Microsoft Corporation (MSFT) The Tech Stock with Best Earnings Growth in 2026?
Microsoft's transition to AI-driven, consumption-based models holds significant growth potential, but rising capital intensity and supply constraints pose substantial risks …
74%의 은퇴자들, 연준이 월스트리트를 돕는다고 말하다 — 소득 극대화를 위해 통제할 수 있는 4가지 요인
74% of retirees say the Federal Reserve helps Wall Street, not them — 4 factors you can control to maximize your income
The panel agrees that retirees face real income challenges, but the survey's methodology and focus on Fed bias are contentious. …
미국 1월 건설 지출 예상과 달리 감소
US construction spending unexpectedly falls in January
The panel agrees that construction spending, particularly in the private sector, is weak and shows no signs of immediate recovery. …
AI 주식에 관심 있다면 담아야 할 테크 ETF 1개와 피해야 할 ETF 1개
1 Tech ETF to Load Up On and 1 to Avoid If You're Interested in AI Stocks
The panel agrees that VGT's semiconductor exposure and QQQM's diversification into non-AI sectors like Walmart pose significant risks, while both …
주요 월요일 옵션 활동: RCL, JBL, COIN
Notable Monday Option Activity: RCL, JBL, COIN
The panel discusses heavy call volume in JBL and COIN, with Gemini and Grok interpreting it as institutional bullish bets …
주목할 만한 월요일 옵션 활동: GE, FICO, KHC
Noteworthy Monday Option Activity: GE, FICO, KHC
The panelists debate the significance of unusual options activity in FICO and KHC, with mixed views on the bullish or …