BULL / BEAR CASE
▲ BULL
현재 수집된 긍정적 이슈가 없습니다.
▼ BEAR
Coherent rebounds 14% after steep AI selloff
[AI/IT]
Canadian Dollar Set for Worst Week Since September on Weak J
AI stocks will ‘come back in vogue’ but AI dat
[AI/IT]
TODAY'S MACRO CALENDAR
11/4(수) 24:16
🇺🇸 Congressional Elections
발표치
-
예상치
-
이전치
-
11/6(금) 22:30
🇺🇸 Average Hourly Earnings m/m
발표치
-
예상치
0.3%
이전치
0.1%
11/6(금) 22:30
🇺🇸 비농업고용지수 (NFP)
발표치
-
예상치
65K
이전치
29K
11/6(금) 22:30
🇺🇸 실업률
발표치
-
예상치
4.2%
이전치
4.2%
REAL-TIME NEWS TIMELINE
금융
2
2분 전중립 SeekingAlpha
Dauch projects $10.8B-$10.875B sales in 2026 while integration synergies reach $100M run rate [원문보기]
Dauch projects $10.8B-$10.875B sales in 2026 while integration synergies reach $100M run rate
16분 전중립 CNBC
San Francisco Fed President Daly says higher rates 'are likely to be needed' in inflation fight [원문보기]
San Francisco Fed President Daly says higher rates 'are likely to be needed' in inflation fight
AI/IT
5
3분 전부정 SeekingAlpha
Coherent rebounds 14% after steep AI selloff [원문보기]
Coherent rebounds 14% after steep AI selloff
4분 전중립 CNBC
Data center double-down: Hassett says blue wave won't stop AI build-out [원문보기]
Data center double-down: Hassett says blue wave won't stop AI build-out
10분 전중립 FinancialJuice
FinancialJuice: Google buys Crusoe’s Wyoming data center site $GOOGL [원문보기]
FinancialJuice: Google buys Crusoe’s Wyoming data center site $GOOGL
13분 전부정 SeekingAlpha
AI stocks will ‘come back in vogue’ but AI data center buildout will slow after Democrat sweep – BofA [원문보기]
AI stocks will ‘come back in vogue’ but AI data center buildout will slow after Democrat sweep – BofA
18분 전중립 CNBC
Microsoft plans to use fewer neoclouds as AI buildout shows signs of strain [원문보기]
Microsoft plans to use fewer neoclouds as AI buildout shows signs of strain
중국
1
3분 전중립 FinancialJuice
FinancialJuice: USTR Greer: China needs to implement agricultural and rare earths commitments [원문보기]
FinancialJuice: USTR Greer: China needs to implement agricultural and rare earths commitments
조선
1
13분 전중립 SeekingAlpha
Brookfield targets infrastructure flagship to exceed $30B in early 2027 as net carry is expected to total ~$3B in 2029-2031 [원문보기]
Brookfield targets infrastructure flagship to exceed $30B in early 2027 as net carry is expected to total ~$3B in 2029-2031
자동차/로봇
2
14분 전중립 FinancialJuice
FinancialJuice: Musk: Still sees SpaceX annualized Revenue above $500b in December 2027 $SPCX [원문보기]
FinancialJuice: Musk: Still sees SpaceX annualized Revenue above $500b in December 2027 $SPCX
25분 전중립 FinancialJuice
FinancialJuice: Musk: See SpaceX 4Q revenue up 'something like' 70% from 3Q $SPCX [원문보기]
FinancialJuice: Musk: See SpaceX 4Q revenue up 'something like' 70% from 3Q $SPCX
기타 글로벌 이슈
4
3분 전중립 SeekingAlpha
Carlyle Secured Lending outlines plan to ramp SCP to $6B to $7B of assets while targeting 4 CLOs per year [원문보기]
Carlyle Secured Lending outlines plan to ramp SCP to $6B to $7B of assets while targeting 4 CLOs per year
3분 전중립 SeekingAlpha
Allogene targets ALPHA3 enrollment completion by year-end 2027 while planning midyear 2027 clinical update [원문보기]
Allogene targets ALPHA3 enrollment completion by year-end 2027 while planning midyear 2027 clinical update
8분 전중립 SeekingAlpha
Rocket Lab climbs 13%, rebounding from recent losses [원문보기]
Rocket Lab climbs 13%, rebounding from recent losses
10분 전부정 Bloomberg
Canadian Dollar Set for Worst Week Since September on Weak Jobs [원문보기]
Canadian Dollar Set for Worst Week Since September on Weak Jobs