https://edgen.pre.edgen.tech/ko/news/post/berkshires-400b-cash-pile-earns-more-as-fed-leans-toward-rate-hikes2026-07-04T15:03:35.256Zdaily1Edgen Stockko2026-07-04T15:03:35.256+00:00버크셔, 4000억 달러 현금 더 벌어들인다... 연준 금리 인상 신호https://static.edwealth.ai/news/images/berkshires-400b-cash-pile-earns-more-as-fed-leans-toward-rate-hikes-20260704.png버크셔, 4000억 달러 현금 더 벌어들인다... 연준 금리 인상 신호 https://edgen.pre.edgen.tech/ko/news/post/spacex-insiders-can-sell-44-of-shares-starting-aug-62026-07-04T14:06:52.510Zdaily1Edgen Stockko2026-07-04T14:06:52.510+00:00스페이스X 내부자, 8월 6일부터 주식 44% 매도 가능https://static.edwealth.ai/news/images/spacex-insiders-can-sell-44-of-shares-starting-aug-6-20260704.png스페이스X 내부자, 8월 6일부터 주식 44% 매도 가능 https://edgen.pre.edgen.tech/ko/news/post/nomura-rebuts-2-bearish-narratives-on-memory-chip-stocks2026-07-04T14:04:16.430Zdaily1Edgen Stockko2026-07-04T14:04:16.430+00:00노무라, 메모리 반도체 주식에 대한 두 가지 약세론 반박https://static.edwealth.ai/news/images/nomura-rebuts-2-bearish-narratives-on-memory-chip-stocks-20260704.png노무라, 메모리 반도체 주식에 대한 두 가지 약세론 반박 https://edgen.pre.edgen.tech/ko/news/post/sandisk-surges-857-as-ai-memory-shortage-extends-to-20282026-07-04T14:03:31.940Zdaily1Edgen Stockko2026-07-04T14:03:31.940+00:00샌디스크, AI 메모리 부족으로 2028년까지 857% 급등https://static.edwealth.ai/news/images/sandisk-surges-857-as-ai-memory-shortage-extends-to-2028-20260704.png샌디스크, AI 메모리 부족으로 2028년까지 857% 급등 https://edgen.pre.edgen.tech/ko/news/post/netflix-prints-5b-cash-while-disney-burns-2b-on-capex2026-07-04T14:02:18.927Zdaily1Edgen Stockko2026-07-04T14:02:18.927+00:00넷플릭스, 50억 달러 현금창출…디즈니, 20억 달러 자본지출https://static.edwealth.ai/news/images/netflix-prints-5b-cash-while-disney-burns-2b-on-capex-20260704.png넷플릭스, 50억 달러 현금창출…디즈니, 20억 달러 자본지출 https://edgen.pre.edgen.tech/ko/news/post/micron-locks-in-100b-in-revenue-as-ai-memory-demand-surges2026-07-04T13:35:15.602Zdaily1Edgen Stockko2026-07-04T13:35:15.602+00:00마이크론, AI 메모리 수요 급증에 1,000억 달러 매출 확보https://static.edwealth.ai/news/images/micron-locks-in-100b-in-revenue-as-ai-memory-demand-surges-20260704.png마이크론, AI 메모리 수요 급증에 1,000억 달러 매출 확보 https://edgen.pre.edgen.tech/ko/news/post/2-travel-stocks-gain-as-fragile-ceasefire-revives-travel-demand2026-07-04T13:05:21.992Zdaily1Edgen Stockko2026-07-04T13:05:21.992+00:00美伊 취약한 휴전으로 여행 수요 회복…플라이와이어·에어비앤비 주가 상승https://static.edwealth.ai/news/images/2-travel-stocks-gain-as-fragile-ceasefire-revives-travel-demand-20260704.png美伊 취약한 휴전으로 여행 수요 회복…플라이와이어·에어비앤비 주가 상승 https://edgen.pre.edgen.tech/ko/news/post/sp-500-top-10-stocks-reach-40-weight-fueling-concentration-risk2026-07-04T13:03:29.612Zdaily1Edgen Stockko2026-07-04T13:03:29.612+00:00S&P 500 상위 10개 종목, 지수 내 비중 40% 돌파…집중 리스크 확대https://static.edwealth.ai/news/images/sp-500-top-10-stocks-reach-40-weight-fueling-concentration-risk-20260704.pngS&P 500 상위 10개 종목, 지수 내 비중 40% 돌파…집중 리스크 확대 https://edgen.pre.edgen.tech/ko/news/post/campbells-yields-7-pool-corp-24-after-sp-500-exit2026-07-04T13:03:14.516Zdaily1Edgen Stockko2026-07-04T13:03:14.516+00:00캠벨 주식, S&P 500 퇴출 후 배당수익률 7%…풀코프는 2.4%https://static.edwealth.ai/news/images/campbells-yields-7-pool-corp-24-after-sp-500-exit-20260704.png캠벨 주식, S&P 500 퇴출 후 배당수익률 7%…풀코프는 2.4% https://edgen.pre.edgen.tech/ko/news/post/broadcom-and-openai-unveil-jalapeo-chip-in-16b-ai-push2026-07-04T12:34:35.523Zdaily1Edgen Stockko2026-07-04T12:34:35.523+00:00브로드컴과 오픈AI, 160억 달러 AI 투자 속 '할라피뇨' 칩 공개https://static.edwealth.ai/news/images/broadcom-and-openai-unveil-jalapeo-chip-in-16b-ai-push-20260704.png브로드컴과 오픈AI, 160억 달러 AI 투자 속 '할라피뇨' 칩 공개 https://edgen.pre.edgen.tech/ko/news/post/dow-targets-55000-and-sp-500-eyes-8000-as-tariffs-test-rally2026-07-04T11:03:14.482Zdaily1Edgen Stockko2026-07-04T11:03:14.482+00:00다우 55,000·S&P 8,000 목표…관세 리스크 속 랠리 시험대https://static.edwealth.ai/news/images/dow-targets-55000-and-sp-500-eyes-8000-as-tariffs-test-rally-20260704.png다우 55,000·S&P 8,000 목표…관세 리스크 속 랠리 시험대 https://edgen.pre.edgen.tech/ko/news/post/continental-sells-contitech-to-lone-star-for-4-billion-in-carve-out-deal2026-07-04T10:02:34.619Zdaily1Edgen Stockko2026-07-04T10:02:34.619+00:00콘티넨탈, ContiTech을 론스타에 40억 유로에 매각하는 분할 거래https://static.edwealth.ai/news/images/continental-sells-contitech-to-lone-star-for-4-billion-in-carve-out-deal-20260704.png콘티넨탈, ContiTech을 론스타에 40억 유로에 매각하는 분할 거래 https://edgen.pre.edgen.tech/ko/news/post/gpu-server-costs-surge-40-weekly-as-nvidia-supply-chain-tightens2026-07-04T09:43:26.833Zdaily1Edgen Stockko2026-07-04T09:43:26.833+00:00GPU 서버 비용 주간 40% 급등, 엔비디아 공급망 압박 심화https://static.edwealth.ai/news/images/gpu-server-costs-surge-40-weekly-as-nvidia-supply-chain-tightens-20260704.pngGPU 서버 비용 주간 40% 급등, 엔비디아 공급망 압박 심화 https://edgen.pre.edgen.tech/ko/news/post/allianz-economist-warns-360b-ai-capex-cycle-shows-exuberance2026-07-04T09:43:15.970Zdaily1Edgen Stockko2026-07-04T09:43:15.970+00:00알리안츠 이코노미스트, 3600억 달러 AI 설비투자 사이클이 '과열'이라고 경고https://static.edwealth.ai/news/images/allianz-economist-warns-360b-ai-capex-cycle-shows-exuberance-20260704.png알리안츠 이코노미스트, 3600억 달러 AI 설비투자 사이클이 '과열'이라고 경고 https://edgen.pre.edgen.tech/ko/news/post/uk-france-join-oman-to-secure-strait-of-hormuz-as-oil-flows-reach-10m-bpd2026-07-04T08:47:44.031Zdaily1Edgen Stockko2026-07-04T08:47:44.031+00:00영국·프랑스, 오만과 함께 호르무즈 해협 안전 확보…원유 수송량 하루 1000만 배럴 회복https://static.edwealth.ai/news/images/uk-france-join-oman-to-secure-strait-of-hormuz-as-oil-flows-reach-10m-bpd-20260704.png영국·프랑스, 오만과 함께 호르무즈 해협 안전 확보…원유 수송량 하루 1000만 배럴 회복 https://edgen.pre.edgen.tech/ko/news/post/warsh-joins-3-central-bankers-in-rejecting-forward-guidance2026-07-04T08:43:31.793Zdaily1Edgen Stockko2026-07-04T08:43:31.793+00:00워시, 3대 중앙은행 총재들과 함께 '전방위 지침' 거부 동참https://static.edwealth.ai/news/images/warsh-joins-3-central-bankers-in-rejecting-forward-guidance-20260704.png워시, 3대 중앙은행 총재들과 함께 '전방위 지침' 거부 동참 https://edgen.pre.edgen.tech/ko/news/post/berkshires-397b-cash-pile-under-abel-signals-more-dealmaking-ahead2026-07-04T07:32:55.098Zdaily1Edgen Stockko2026-07-04T07:32:55.098+00:00버크셔, 3,970억 달러 현금 보유…새 CEO 에이블, 더 적극적인 딜메이킹 예고https://static.edwealth.ai/news/images/berkshires-397b-cash-pile-under-abel-signals-more-dealmaking-ahead-20260704.png버크셔, 3,970억 달러 현금 보유…새 CEO 에이블, 더 적극적인 딜메이킹 예고 https://edgen.pre.edgen.tech/ko/news/post/iran-warns-uk-france-on-hormuz-as-oil-flows-near-10-million-barrels2026-07-04T06:47:42.814Zdaily1Edgen Stockko2026-07-04T06:47:42.814+00:00이란, 영국·프랑스에 호르무즈 위협 경고…원유 수송량 하루 1,000만 배럴 근접https://static.edwealth.ai/news/images/iran-warns-uk-france-on-hormuz-as-oil-flows-near-10-million-barrels-20260704.png이란, 영국·프랑스에 호르무즈 위협 경고…원유 수송량 하루 1,000만 배럴 근접 https://edgen.pre.edgen.tech/ko/news/post/sk-hynix-weighs-05-fee-payout-on-294b-us-listing2026-07-04T05:33:37.987Zdaily1Edgen Stockko2026-07-04T05:33:37.987+00:00SK하이닉스, 294억 달러 美 상장 수수료 0.5% 검토…AI 칩 수요 시험대https://static.edwealth.ai/news/images/sk-hynix-weighs-05-fee-payout-on-294b-us-listing-20260704.pngSK하이닉스, 294억 달러 美 상장 수수료 0.5% 검토…AI 칩 수요 시험대 https://edgen.pre.edgen.tech/ko/news/post/china-ai-rule-forces-bytedance-alibaba-to-drop-14000-agents2026-07-04T04:03:34.220Zdaily1Edgen Stockko2026-07-04T04:03:34.220+00:00중국 AI 규제, 바이트댄스·알리바바 1만4000개 에이전트 폐기 강제https://static.edwealth.ai/news/images/china-ai-rule-forces-bytedance-alibaba-to-drop-14000-agents-20260704.png중국 AI 규제, 바이트댄스·알리바바 1만4000개 에이전트 폐기 강제