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엔비디아, 매출 85% 폭증에도 주가는 하락 — '뉴스에 팔아라' 법칙의 교과서

Nvidia's 85% Revenue Surge Still Couldn't Lift the Stock — A Textbook 'Sell the News' Event

Nvidia posted $81.6B in Q1 revenue (+85% YoY) and guided Q2 to $91B — demolishing every estimate. Yet the stock fell. A textbook buy-the-rumor, sell-the-news moment driven by 30x forward earnings valuation.

Nokia Surges 140% YTD — Nvidia's $1B Bet Rebrands It as an AI Infrastructure Play

May 27, 2026, 01:13

이베이, 3년 176% 상승의 비결 — 자사주 매입 엔진, 지속 가능한가

US Stocks

eBay's 176% Three-Year Rally Decoded — Is the Buyback Engine Built to Last?

May 27, 2026, 00:49

드롭박스 창업자 CEO 물러난다 — AI 전환 승부수, 후임에 내부자 알카르미

US Stocks

Dropbox Founder CEO Andrew Houston to Step Down — AI Pivot Bet, Insider Alkarmi Named Successor

May 27, 2026, 00:47

AMD 연일 급등 — 인텔·엔비디아와 반도체 3파전, 2026 성적표 비교

US Stocks

AMD Surges Again — Comparing AMD, Intel, and NVIDIA in the 2026 Chip Stock Race

May 27, 2026, 00:45

US Stocks

4 Mega-Cap Stocks With $400–$5,400 Share Prices Positioned for a Potential Split in 2026

Meta, Microsoft, Booking Holdings, and Eli Lilly — with share prices ranging from $400 to over $5,000 — are leading candidates for stock splits in 2026. Retail accessibility and momentum catalysts are the main arguments.

Over Half of America's Largest Cities See Home Price Declines — Case-Shiller Hits Weakest Since July 2023

The S&P Case-Shiller March reading showed more than half of 20 major US cities posting year-over-year declines. Seattle led losses at -2.5%, while Chicago and New York bucked the trend with gains above 4%.

SpaceX IPO Filing Reveals Mars Ambitions, Grok Risks, and 1,300 Cybertruck Purchases

SpaceX has released its 300-page investor prospectus targeting a $1.75 trillion Nasdaq listing in June. Starlink is the only profitable division, while the AI segment is bleeding cash and intra-empire conflicts of interest take center stage.

Michael Burry Goes After Nvidia Again: Bullwhip, Bezzle, and the Cisco Moment

Michael Burry called Nvidia 'clearly Cisco' in a new Substack post — identifying buyer concentration, the bullwhip effect, and a Galbraith-style 'bezzle' as the three mechanisms that make Nvidia's demand uniquely dangerous. Nvidia pushed back with a memo to analysts.

Ferrari Unveils First EV Supercar Luce — But RACE Stock Slips as Retail Traders Stay Cold

Ferrari unveiled its first fully electric supercar, the Luce, priced above €500,000. With 1,035 hp and Jony Ive's interior design, it's a technical marvel — but RACE stock slipped as retail traders remain skeptical about EV demand.

RACE

May 26, 2026, 15:10

US Stocks

Fortinet Up 5.9%: NVIDIA-Powered FortiAIGate Targets the AI Workload Security Market

Fortinet is accelerating its FortiAIGate solution with Nvidia's AI platforms to secure real-time AI workloads across data centers and cloud environments. Zero-trust guardrails for LLMs and autonomous agents are the centerpiece of the partnership.

Nvidia Has Been Called Overvalued for 3 Years. The Bears Keep Losing.

Bears have called Nvidia overvalued for three years. The stock is up 600% in that time. With a 25x forward P/E — cheaper than AMD at 61x and Broadcom at 37x — the numbers keep proving the critics wrong.