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US Stocks

Wall Street moves, Big Tech earnings, and macro forces shaping US equities.

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.

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

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

Nokia started as a paper mill in 1865. In 2026, it's one of the market's hottest AI infrastructure stocks — up 140% YTD after Nvidia's $1B strategic investment and a surge in AI data center optical network orders.

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노키아, 연초 대비 140% 폭등 — 엔비디아 10억 달러 베팅, AI-RAN 인프라 종목으로 재탄생

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

eBay stock surged 176% over three years on a dual engine of earnings growth and buybacks. But with 40% of shareholder returns funded by debt and TikTok Shop looming, the machine faces real stress tests.

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

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

Dropbox co-founder and CEO Andrew Houston will step down after a transition period, with insider Ashraf Alkarmi elevated to co-CEO before assuming sole leadership. Shares fell more than 1% on the news.

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

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

AMD led the large-cap chip complex with a 5-8% intraday surge, but the 2026 year-to-date scoreboard reads Intel +200%, AMD +93%, NVIDIA +18% — a striking reversal of conventional wisdom.

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

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.

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주가 400~5,400달러 — 2026년 액면분할 유력 메가캡 4종목

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.

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스페이스엑스 IPO 투자설명서 공개 — 화성 야망·그록 리스크·1,300대 사이버트럭 구매까지