BULL / BEAR CASE
▲ BULL
Elanco Shares Jump After Q3 Beat and Outlook Raise
American Healthcare REIT forecasts $2.23-$2.26 2026 NFFO per
FIGS Beats Earnings as Demand Outstrips Supply, CEO Trina Sp
OpenAI will keep investing in AI data centers despite electi
[AI/IT]
▼ BEAR
Sweetgreen CEO Says Sales Rebound After Cyclospora-Related T
Chesapeake Utilities outlines $550M-$600M 2026 capex plan wh
[전력/에너지] [중동/지정학]
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
테크/AI
6
5분 전중립 SeekingAlpha
Axalta-Akzo Nobel merger conditionally approved by European Union [원문보기]
Axalta-Akzo Nobel merger conditionally approved by European Union
11분 전긍정 Bloomberg
Elanco Shares Jump After Q3 Beat and Outlook Raise [원문보기]
Elanco Shares Jump After Q3 Beat and Outlook Raise
16분 전긍정 SeekingAlpha
American Healthcare REIT forecasts $2.23-$2.26 2026 NFFO per share as same-store NOI growth target rises to 12%-14% [원문보기]
American Healthcare REIT forecasts $2.23-$2.26 2026 NFFO per share as same-store NOI growth target rises to 12%-14%
26분 전중립 FinancialJuice
FinancialJuice: Trump: US will host largest air show worldwide in two years [원문보기]
FinancialJuice: Trump: US will host largest air show worldwide in two years
56분 전중립 SeekingAlpha
Sunstone expects 2027 quarterly dividend requirement of $0.11-$0.12 per share as it raises 2026 FFO outlook to $1-$1.03 [원문보기]
Sunstone expects 2027 quarterly dividend requirement of $0.11-$0.12 per share as it raises 2026 FFO outlook to $1-$1.03
1시간 전중립 CNBC
Trump says Stephen Miller to replace Susie Wiles as White House chief of staff [원문보기]
Trump says Stephen Miller to replace Susie Wiles as White House chief of staff
전력/에너지
2
5분 전중립 SeekingAlpha
Edenor expects MetroGas closing before year-end while targeting diversification through M&A [원문보기]
Edenor expects MetroGas closing before year-end while targeting diversification through M&A
56분 전부정 SeekingAlpha
Chesapeake Utilities outlines $550M-$600M 2026 capex plan while advancing $1.2B Florida Energy Pathway toward 2030 in-service [원문보기]
Chesapeake Utilities outlines $550M-$600M 2026 capex plan while advancing $1.2B Florida Energy Pathway toward 2030 in-service
금융
2
7분 전중립 SeekingAlpha
Hawaiian Electric outlines 5.3% base rate increase phased over 2 years as PUC timing points to May 2027 rates [원문보기]
Hawaiian Electric outlines 5.3% base rate increase phased over 2 years as PUC timing points to May 2027 rates
방산/우주
1
39분 전중립 FinancialJuice
FinancialJuice: Iran's military: U.S. MQ-9 drone downed over Qeshm island - state media [원문보기]
FinancialJuice: Iran's military: U.S. MQ-9 drone downed over Qeshm island - state media
자동차/로봇
1
55분 전중립 SeekingAlpha
bioAffinity Technologies GAAP EPS of -$5.89, revenue of $1.1M [원문보기]
bioAffinity Technologies GAAP EPS of -$5.89, revenue of $1.1M
AI/IT
1
1시간 전긍정 CNBC
OpenAI will keep investing in AI data centers despite election results, CFO tells CNBC [원문보기]
OpenAI will keep investing in AI data centers despite election results, CFO tells CNBC
기타 글로벌 이슈
2
16분 전부정 Bloomberg
Sweetgreen CEO Says Sales Rebound After Cyclospora-Related Traffic Drop [원문보기]
Sweetgreen CEO Says Sales Rebound After Cyclospora-Related Traffic Drop
20분 전긍정 Bloomberg
FIGS Beats Earnings as Demand Outstrips Supply, CEO Trina Spear Says [원문보기]
FIGS Beats Earnings as Demand Outstrips Supply, CEO Trina Spear Says