BULL / BEAR CASE
▲ BULL
Bloom Energy, Brookfield expand AI infrastructure partnershi
[전력/에너지] [조선] [AI/IT]
▼ BEAR
Micware Co., Ltd. GAAP EPS of $0.18, revenue of $140.3M
[자동차/로봇] [2차전지] [중동/지정학]
Farmers & Merchants Bancorp declares $0.23 dividend
FinancialJuice: The World Bank to phase out China lending -
[금융] [중국]
마이클 버리(Michael Burry)는 2026년 AI 주도 랠리에서 Caterpillar 주가가 거의 두
[AI/IT]
TODAY'S MACRO CALENDAR
7/1(수) 22:00
🇺🇸 Fed Chairman Warsh Speaks
발표치
-
예상치
-
이전치
-
7/1(수) 23:00
🇺🇸 ISM 제조업 구매관리자지수 (PMI)
발표치
-
예상치
53.8
이전치
54.0
7/2(목) 21:30
🇺🇸 Average Hourly Earnings m/m
발표치
-
예상치
0.3%
이전치
0.3%
7/2(목) 21:30
🇺🇸 비농업고용지수 (NFP)
발표치
-
예상치
114K
이전치
172K
7/2(목) 21:30
🇺🇸 실업률
발표치
-
예상치
4.3%
이전치
4.3%
REAL-TIME NEWS TIMELINE
자동차/로봇
6
방금중립 CNBC
트럼프의 연간 재무 공개, 암호화폐 수익 공개 [원문보기]
Trump's annual financial disclosure released, reveals crypto earnings
3분 전중립 SeekingAlpha
QDM International Inc. GAAP EPS of $0.88, revenue of $21.48M [원문보기]
QDM International Inc. GAAP EPS of $0.88, revenue of $21.48M
6분 전부정 SeekingAlpha
Micware Co., Ltd. GAAP EPS of $0.18, revenue of $140.3M [원문보기]
Micware Co., Ltd. GAAP EPS of $0.18, revenue of $140.3M
10분 전중립 FinancialJuice
FinancialJuice: US API Distillate Stock Change Actual 2.9M (Forecast -, Previous 1.447M) [원문보기]
FinancialJuice: US API Distillate Stock Change Actual 2.9M (Forecast -, Previous 1.447M)
11분 전중립 CNBC
중국 매출이 12% 감소했음에도 불구하고 Nike 실적은 예상치를 상회했습니다. 소매업체는 9억 8,600만 달러의 관세 환급을 기대하고 있습니다. [원문보기]
Nike results top estimates even as China sales drop 12%; retailer expects $986 million tariff refund
11분 전중립 FinancialJuice
FinancialJuice: US API Cushing Stock Change Actual 0.503M (Forecast -, Previous -0.982M) [원문보기]
FinancialJuice: US API Cushing Stock Change Actual 0.503M (Forecast -, Previous -0.982M)
AI/IT
2
7분 전중립 SeekingAlpha
Apple's saga with Epic continues as it heads to Supreme Court: report [원문보기]
Apple's saga with Epic continues as it heads to Supreme Court: report
16분 전부정 CNBC
마이클 버리(Michael Burry)는 2026년 AI 주도 랠리에서 Caterpillar 주가가 거의 두 배로 오른 후 처음으로 공매도를 실시했다고 밝혔습니다. [원문보기]
Michael Burry says he's shorting Caterpillar for the first time after it nearly doubled in the AI-driven rally of 2026
금융
1
9분 전부정 FinancialJuice
FinancialJuice: The World Bank to phase out China lending - FT [원문보기]
FinancialJuice: The World Bank to phase out China lending - FT
전력/에너지
3
9분 전긍정 SeekingAlpha
Bloom Energy, Brookfield expand AI infrastructure partnership by 5x to $25B [원문보기]
Bloom Energy, Brookfield expand AI infrastructure partnership by 5x to $25B
11분 전중립 FinancialJuice
FinancialJuice: US API Gasoline Stock Change Actual -2.106M (Forecast -, Previous 1.238M) [원문보기]
FinancialJuice: US API Gasoline Stock Change Actual -2.106M (Forecast -, Previous 1.238M)
11분 전중립 FinancialJuice
FinancialJuice: US API Crude Oil Stock Change Actual -6.072M (Forecast -4.1M, Previous -0.765M) [원문보기]
FinancialJuice: US API Crude Oil Stock Change Actual -6.072M (Forecast -4.1M, Previous -0.765M)
기타 글로벌 이슈
3
2분 전중립 SeekingAlpha
Open USD stablecoin is constructive for Mastercard and Visa, Macquarie says [원문보기]
Open USD stablecoin is constructive for Mastercard and Visa, Macquarie says
7분 전부정 SeekingAlpha
Farmers & Merchants Bancorp declares $0.23 dividend [원문보기]
Farmers & Merchants Bancorp declares $0.23 dividend