https://edgen.beta.edgen.tech/ko/news/post/anthropic-targets-1t-ipo-with-47b-revenue-outpacing-spacex2026-07-04T21:03:51.261Zdaily1Edgen Stockko2026-07-04T21:03:51.261+00:00Anthropic, 470억 달러 매출로 1조 달러 IPO 목표, SpaceX 추월https://static.edwealth.ai/news/images/anthropic-targets-1t-ipo-with-47b-revenue-outpacing-spacex-20260704.pngAnthropic, 470억 달러 매출로 1조 달러 IPO 목표, SpaceX 추월 https://edgen.beta.edgen.tech/ko/news/post/iren-drops-10-on-700m-ceo-stock-grant-diluting-5-of-shares2026-07-04T21:03:42.169Zdaily1Edgen Stockko2026-07-04T21:03:42.169+00:00IREN, 7억 달러 CEO 주식 보상으로 10% 급락… 발행주식 5% 희석https://static.edwealth.ai/news/images/iren-drops-10-on-700m-ceo-stock-grant-diluting-5-of-shares-20260704.pngIREN, 7억 달러 CEO 주식 보상으로 10% 급락… 발행주식 5% 희석 https://edgen.beta.edgen.tech/ko/news/post/amds-july-ai-event-could-drive-41-upside-as-helios-targets-nvidia2026-07-04T21:02:51.668Zdaily1Edgen Stockko2026-07-04T21:02:51.668+00:00AMD 7월 AI 행사, 41% 상승 여력…'헬리오스'로 엔비디아 겨냥https://static.edwealth.ai/news/images/amds-july-ai-event-could-drive-41-upside-as-helios-targets-nvidia-20260704.pngAMD 7월 AI 행사, 41% 상승 여력…'헬리오스'로 엔비디아 겨냥 https://edgen.beta.edgen.tech/ko/news/post/tether-ceo-warns-big-techs-55-trillion-ai-bet-risks-bitcoin-contagion2026-07-04T20:02:58.024Zdaily1Edgen Stockko2026-07-04T20:02:58.024+00:00테더 CEO "빅테크의 5조 5천억 달러 AI 베팅, 비트코인으로 전염 가능성" 경고https://static.edwealth.ai/news/images/tether-ceo-warns-big-techs-55-trillion-ai-bet-risks-bitcoin-contagion-20260704.png테더 CEO "빅테크의 5조 5천억 달러 AI 베팅, 비트코인으로 전염 가능성" 경고 https://edgen.beta.edgen.tech/ko/news/post/rocket-lab-to-buy-iridium-for-8-billion-in-space-industry-shake-up2026-07-04T18:32:36.797Zdaily1Edgen Stockko2026-07-04T18:32:36.797+00:00로켓랩, 이리디움을 80억 달러에 인수…우주 산업 재편 신호탄https://static.edwealth.ai/news/images/rocket-lab-to-buy-iridium-for-8-billion-in-space-industry-shake-up-20260704.png로켓랩, 이리디움을 80억 달러에 인수…우주 산업 재편 신호탄 https://edgen.beta.edgen.tech/ko/news/post/slb-slides-23-as-oil-crash-reshapes-energy-investing2026-07-04T18:02:58.509Zdaily1Edgen Stockko2026-07-04T18:02:58.509+00:00SLB, 유가 폭락으로 23% 급락…에너지 투자 지형 바뀌나https://static.edwealth.ai/news/images/slb-slides-23-as-oil-crash-reshapes-energy-investing-20260704.pngSLB, 유가 폭락으로 23% 급락…에너지 투자 지형 바뀌나 https://edgen.beta.edgen.tech/ko/news/post/newmont-stock-plunges-149-in-june-as-gold-enters-bear-market2026-07-04T18:02:47.580Zdaily1Edgen Stockko2026-07-04T18:02:47.580+00:00뉴몬트 주가 6월 14.9% 급락…금 베어마켓 진입https://static.edwealth.ai/news/images/newmont-stock-plunges-149-in-june-as-gold-enters-bear-market-20260704.png뉴몬트 주가 6월 14.9% 급락…금 베어마켓 진입 https://edgen.beta.edgen.tech/ko/news/post/applied-materials-surges-370-as-ai-chip-equipment-demand-accelerates2026-07-04T17:32:39.549Zdaily1Edgen Stockko2026-07-04T17:32:39.549+00:00어플라이드 머티어리얼즈, AI 칩 장비 수요 가속화에 370% 급등https://static.edwealth.ai/news/images/applied-materials-surges-370-as-ai-chip-equipment-demand-accelerates-20260704.png어플라이드 머티어리얼즈, AI 칩 장비 수요 가속화에 370% 급등 https://edgen.beta.edgen.tech/ko/news/post/arm-holdings-pulls-back-35-from-peak-as-ai-cpu-thesis-faces-test2026-07-04T17:03:24.629Zdaily1Edgen Stockko2026-07-04T17:03:24.629+00:00Arm 홀딩스, 최고점 대비 35% 하락…AI CPU 논쟁에 직면https://static.edwealth.ai/news/images/arm-holdings-pulls-back-35-from-peak-as-ai-cpu-thesis-faces-test-20260704.pngArm 홀딩스, 최고점 대비 35% 하락…AI CPU 논쟁에 직면 https://edgen.beta.edgen.tech/ko/news/post/spacex-hits-295-trillion-market-cap-as-valuation-doubts-mount2026-07-04T16:33:44.602Zdaily1Edgen Stockko2026-07-04T16:33:44.602+00:00스페이스X, 시총 2조 9500억 달러 돌파… 밸류에이션 논란 가열https://static.edwealth.ai/news/images/spacex-hits-295-trillion-market-cap-as-valuation-doubts-mount-20260704.png스페이스X, 시총 2조 9500억 달러 돌파… 밸류에이션 논란 가열 https://edgen.beta.edgen.tech/ko/news/post/nebius-surges-20-in-june-as-ai-cloud-capacity-hits-4-gw2026-07-04T16:33:01.503Zdaily1Edgen Stockko2026-07-04T16:33:01.503+00:00네비어스, 6월 AI 클라우드 용량 4GW 도달하며 주가 20% 급등https://static.edwealth.ai/news/images/nebius-surges-20-in-june-as-ai-cloud-capacity-hits-4-gw-20260704.png네비어스, 6월 AI 클라우드 용량 4GW 도달하며 주가 20% 급등 https://edgen.beta.edgen.tech/ko/news/post/sandisk-surges-857-as-ai-memory-shortage-extends-to-20282026-07-04T16:27:55.901Zdaily1Edgen Stockko2026-07-04T16:27:55.901+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.beta.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.beta.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.beta.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.beta.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.beta.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.beta.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.beta.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.beta.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%