{
 "date": "2026-07-15",
 "market_group": "US",
 "report_id": "SMIM-US-2026-0715",
 "issue_no": 1,
 "published_at": "2026-07-15T00:22:30+09:00",
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  {
   "name": "Kaspi.kz AO ADR",
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   "title": "Buying TSMC Stock Before July 16 Just Became a No-Brainer Due to This Massive News",
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   "title": "IBM stock plummets more than 25% on Q2 earnings warning",
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   "title": "3 Reasons Nvidia Stock Could Keep Soaring Through 2026",
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   "published": "2026-07-15 00:05",
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   "impact": "positive",
   "why": "엔비디아 주가가 2026년까지 상승 지속 가능성에 대한 긍정적 분석.",
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   "title": "Why Micron Technology Stock Rallied on Tuesday",
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   "published": "2026-07-15 00:04",
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   "impact": "positive",
   "why": "마이크론 테크놀로지 주가가 화요일에 랠리했으나, 구체적 원인은 제목만으로 불명확.",
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   "title": "The Goldman Sachs Group Q2 Earnings Call Highlights",
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   "why": "Kalshi의 신규 상품 출시로 AI 경제 거래소 포지션 강화, 직접적 영향을 받는 상장사 미확인.",
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  {
   "title": "Kalshi Announces Compute Forward Curves, Becoming the Exchange for the AI Economy",
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   "published": "2026-07-15 00:00",
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   "impact": "neutral",
   "why": "마이크로소프트와 오라클의 사업 상황 비교 분석이나, 구체적 뉴스 이벤트 미확인.",
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     "name": "Oracle",
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  {
   "title": "Microsoft vs Oracle: One Thriving, One Burning Cash",
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   "published": "2026-07-15 00:00",
   "topic": "IT·플랫폼",
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   "why": "메타가 AI 진출을 위해 루이지애나 데이터센터를 5GW로 확장하는 대규모 투자.",
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     "name": "Meta",
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  {
   "title": "Meta expands Louisiana data center to 5GW in new AI push",
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   "published": "2026-07-15 00:00",
   "topic": "IT·플랫폼",
   "sector": "금융",
   "impact": "positive",
   "why": "시티그룹 2분기 실적이 예상치를 상회하고 광범위한 부문에서 이중 자릿수 매출 성장.",
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     "name": "Citigroup",
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  {
   "title": "Citigroup Second-Quarter Results Top Estimates Amid Double-Digit Revenue Growth Across Most Segments",
   "url": "https://finance.yahoo.com/markets/stocks/articles/citigroup-second-quarter-results-top-145717065.html?.tsrc=rss",
   "published": "2026-07-14 23:57",
   "topic": "금융",
   "sector": "반도체",
   "impact": "positive",
   "why": "AI 칩 수요를 나타내는 $75 Billion 규모 시장에 대한 분석으로 반도체 업종 긍정 신호.",
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   "watchlist_hits": [],
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  },
  {
   "title": "The 1 Number That Sets the Record Straight on AI Chip Demand: $75 Billion",
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   "published": "2026-07-14 23:52",
   "topic": "반도체",
   "sector": "반도체",
   "impact": "positive",
   "why": "인텔 데이터센터 사업의 랠리 전 상황에 대한 분석으로 향후 전망 긍정적.",
   "tickers": [
    "Intel"
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    {
     "name": "Intel",
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     "change_pct": 3.49
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   "title": "What Intel Stock's Data Center Was Saying Before The Surge",
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   "published": "2026-07-14 23:49",
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   "sector": "자동차",
   "impact": "positive",
   "why": "테슬라의 강한 자동차·에너지 딜리버리가 2분기 실적을 뒷받침할 것으로 예상.",
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     "name": "Tesla",
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  {
   "title": "Tesla's Strong Auto, Energy Deliveries Position it for Solid Q2, Morgan Stanley Says",
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   "published": "2026-07-14 23:47",
   "topic": "2차전지",
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   "impact": "neutral",
   "why": "화이자의 높은 배당수익률이 투자자 주의 필요, 리스크 가능성 암시.",
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     "name": "Pfizer",
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  {
   "title": "Pfizer Has the Highest-Yielding Dividend in the S&P 500. Should Investors Be Worried?",
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   "published": "2026-07-14 23:44",
   "topic": "바이오",
   "sector": "금융",
   "impact": "neutral",
   "why": "JPMorgan 실적이 5개 주식에 미친 영향에 대한 분석, 구체 내용은 불명확.",
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    {
     "name": "JPMorgan",
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     "change_pct": 1.95
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  {
   "title": "5 Stocks Most Impacted by JPMorgan’s Earnings",
   "url": "https://247wallst.com/investing/2026/07/14/5-stocks-most-impacted-by-jpmorgans-earnings/?.tsrc=rss",
   "published": "2026-07-14 23:43",
   "topic": "금융",
   "sector": "반도체",
   "impact": "positive",
   "why": "Silo Pharma가 AMD AI 개발자 프로그램에 참여하며 AI 플랫폼 발전 추진.",
   "tickers": [
    "AMD"
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   "ticker_prices": [
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     "name": "AMD",
     "code": "AMD",
     "market": "NASDAQ",
     "change_pct": 5.82
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  {
   "title": "Silo Pharma’s QwikAgents Joins AMD AI Developer Program to Advance AI Agent Platform",
   "url": "https://investorshub.advfn.com/market-news/article/31863/silo-pharmas-qwikagents-joins-amd-ai-developer-program-to-advance-ai-agent-platform?.tsrc=rss",
   "published": "2026-07-14 23:42",
   "topic": "반도체",
   "sector": "금융",
   "impact": "positive",
   "why": "Wells Fargo가 2분기 예상치를 상회하고 광범위한 부문에서 매출 성장 달성.",
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     "name": "Wells Fargo",
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   "title": "Wells Fargo Beats Second-Quarter Estimates Amid Broad-Based Revenue Growth",
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   "published": "2026-07-14 23:42",
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   "sector": "금융",
   "impact": "positive",
   "why": "5개 은행 실적이 미국 경제 약세 전망을 반박하는 긍정적 신호.",
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   "watchlist_hits": [],
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  {
   "title": "These 5 Bank Earnings May Have Just Crushed the Bear Case for the U.S. Economy",
   "url": "https://247wallst.com/investing/2026/07/14/these-5-bank-earnings-may-have-just-crushed-the-bear-case-for-the-u-s-economy/?.tsrc=rss",
   "published": "2026-07-14 23:40",
   "topic": "금융",
   "sector": "IT·플랫폼",
   "impact": "negative",
   "why": "메타의 최근 계획이 Nebius와 CoreWeave 투자자들에게 우려를 야기할 수 있음.",
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     "name": "Meta",
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   "title": "Should Nebius and CoreWeave Investors Be Scared by Meta's Latest Plans?",
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   "impact": "positive",
   "why": "골드만삭스가 실적 부진 이후 주가가 사상 최고가 근처로 상승 예상.",
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   "title": "Goldman Shares Eye Record Close Following Blowout Earnings",
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   "impact": "positive",
   "why": "ZTE가 엔비디아 H200 칩 구매 허가를 받아 AI 기술 접근 확보.",
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     "name": "ZTE",
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   "title": "Exclusive-ZTE among Chinese firms licensed to purchase Nvidia's H200 chips, documents show",
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   "sector": "증시일반",
   "impact": "neutral",
   "why": "2026년 나스닥 인컴 ETF 추천으로 수익 전략 제시, 광범위한 영향.",
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  {
   "title": "4 Nasdaq Income ETFs to Buy in 2026: Why GPIQ’s 0.29% Fee Changes Everything",
   "url": "https://247wallst.com/investing/2026/07/14/4-nasdaq-income-etfs-to-buy-in-2026-why-gpiqs-0-29-fee-changes-everything/?.tsrc=rss",
   "published": "2026-07-14 23:31",
   "topic": "증시",
   "sector": "반도체",
   "impact": "neutral",
   "why": "SK Hynix ADR 옵션 거래가 단기 계약으로 쏠려있으나, 구체적 의미는 불명확.",
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   ],
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     "name": "SK Hynix",
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     "change_pct": 17.58
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   ]
  },
  {
   "title": "SK Hynix Early ADR Options Trading Leans to Short-Term Contracts",
   "url": "https://finance.yahoo.com/markets/options/articles/sk-hynix-early-adr-options-143131025.html?.tsrc=rss",
   "published": "2026-07-14 23:31",
   "topic": "반도체",
   "sector": "IT·플랫폼",
   "impact": "neutral",
   "why": "메타의 최근 랠리가 지속 가능한지에 대한 의문 제기, 결론 불명확.",
   "tickers": [
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   "ticker_prices": [
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     "name": "Meta",
     "code": "META",
     "market": "NASDAQ",
     "change_pct": 0.08
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  {
   "title": "Is Meta's recent rally sustainable?",
   "url": "https://finance.yahoo.com/video/is-metas-recent-rally-sustainable-143140725.html?.tsrc=rss",
   "published": "2026-07-14 23:31",
   "topic": "IT·플랫폼",
   "sector": "거시·환율",
   "impact": "positive",
   "why": "인플레이션 호조가 다우지수를 견인했으나, 개별 주식 영향은 제목만으로 불명확.",
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  {
   "title": "Stock Market Today: Dow Positive After Surprise Inflation Data; IBM Tanks, Banks Rise On Earnings (Live Coverage)",
   "url": "https://finance.yahoo.com/m/5d020334-7a7d-3075-adc2-c428ddde2504/stock-market-today%3A-dow.html?.tsrc=rss",
   "published": "2026-07-14 23:27",
   "topic": "증시",
   "sector": "증시일반",
   "impact": "neutral",
   "why": "IBM, Goldman Sachs, SK Hynix 등 여러 주식의 시장 영향에 대한 종합 분석.",
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  {
   "title": "IBM, Goldman Sachs, SK Hynix, Micron, AMD, Apple, and More Stocks That Explain Today’s Market",
   "url": "https://finance.yahoo.com/m/3fe415be-3d97-3645-91bb-0790bcf31237/ibm%2C-goldman-sachs%2C-sk-hynix%2C.html?.tsrc=rss",
   "published": "2026-07-14 23:26",
   "topic": "반도체",
   "sector": "금융",
   "impact": "positive",
   "why": "Bank of America 2분기 실적이 예상치를 상회하고 광범위한 부문에서 매출 성장.",
   "tickers": [
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     "name": "Bank of America",
     "code": "BAC",
     "market": "NYSE",
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  {
   "title": "Bank of America second quarter earnings top estimates on broad-based revenue growth",
   "url": "https://www.proactiveinvestors.com/companies/news/1095423/bank-of-america-second-quarter-earnings-top-estimates-on-broad-based-revenue-growth-1095423.html?.tsrc=rss",
   "published": "2026-07-14 23:26",
   "topic": "금융",
   "sector": "건설·기계",
   "impact": "neutral",
   "why": "북유럽 데이터센터 시장 전망 분석으로 인프라 수요 증가 예상, 직접 상장사 미확인.",
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  {
   "title": "Nordic Data Center Construction Market Outlook & Forecast 2026-2031 | Surging Digitalization Fuels Demand for Third-Party Data Centers in Nordic Region",
   "url": "https://finance.yahoo.com/technology/articles/nordic-data-center-construction-market-142300129.html?.tsrc=rss",
   "published": "2026-07-14 23:23",
   "topic": "IT·플랫폼",
   "sector": "반도체",
   "impact": "positive",
   "why": "버크셔 해서웨이의 Greg Abel이 AI 관련 2개 주식에 포트폴리오의 30%를 집중.",
   "tickers": [
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   ],
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     "name": "Berkshire Hathaway",
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     "market": "NYSE",
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  {
   "title": "Greg Abel Tied 30% of Berkshire's $348 Billion Portfolio to 2 AI Stocks",
   "url": "https://www.fool.com/investing/2026/07/14/greg-abel-tied-30-of-berkshires-portfolio-to-2/?.tsrc=rss",
   "published": "2026-07-14 23:20",
   "topic": "IT·플랫폼",
   "sector": "자동차",
   "impact": "neutral",
   "why": "테슬라 주가 목표가 인상이 주가 상승을 이끌지 못하는 상황.",
   "tickers": [
    "Tesla"
   ],
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     "name": "Tesla",
     "code": "TSLA",
     "market": "NASDAQ",
     "change_pct": 0.94
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  {
   "title": "Three Price Target Boosts Can’t Help Tesla Stock",
   "url": "https://finance.yahoo.com/m/9c2b0e75-10d6-32b9-992d-13682f26706a/three-price-target-boosts.html?.tsrc=rss",
   "published": "2026-07-14 23:17",
   "topic": "2차전지",
   "sector": "반도체",
   "impact": "strong_positive",
   "why": "Applied Materials가 TSMC와 10년 AI 패키징 파트너십을 체결하는 대규모 계약 확보.",
   "tickers": [
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    "TSMC"
   ],
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    {
     "name": "AMAT",
     "code": "AMAL",
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    {
     "name": "TSMC",
     "code": "TSM",
     "market": "NYSE",
     "change_pct": 0.28
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  {
   "title": "Applied Materials (AMAT) Lands 10 Year TSMC AI Packaging Partnership",
   "url": "https://finance.yahoo.com/technology/ai/articles/applied-materials-amat-lands-10-141358870.html?.tsrc=rss",
   "published": "2026-07-14 23:13",
   "topic": "반도체",
   "sector": "IT·플랫폼",
   "impact": "positive",
   "why": "메타의 깊은 가치 해자가 Palantir의 높은 밸류에이션을 압도하는 상대 비교 분석.",
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     "name": "Meta",
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     "market": "NASDAQ",
     "change_pct": 0.08
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    {
     "name": "Palantir",
     "code": "PLTR",
     "market": "NASDAQ",
     "change_pct": 1.32
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   ]
  },
  {
   "title": "Meta Vs. Palantir: Meta Platforms’ Deep Value Moats Crush Palantir’s Hyper-Inflatated Multiple",
   "url": "https://247wallst.com/investing/2026/07/14/meta-vs-palantir-meta-platforms-deep-value-moats-crush-palantirs-hyper-inflatated-multiple/?.tsrc=rss",
   "published": "2026-07-14 23:10",
   "topic": "IT·플랫폼",
   "sector": "IT·플랫폼",
   "impact": "negative",
   "why": "애플 주가가 아이폰 약세 등 3가지 이유로 하향 등급 대상.",
   "tickers": [
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   ],
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     "code": "AAPL",
     "market": "NASDAQ",
     "change_pct": -0.96
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   "title": "Apple Stock Downgraded—iPhone Weakness and 2 Other Reasons",
   "url": "https://finance.yahoo.com/m/cec753b5-2885-3768-b6e7-2afadbc6f435/apple-stock-downgraded%E2%80%94iphone.html?.tsrc=rss",
   "published": "2026-07-14 23:04",
   "topic": "IT·플랫폼",
   "sector": "증시일반",
   "impact": "neutral",
   "why": "월간 배당 ETF 비교 분석으로 시장 악화 시 성과 평가, 광범위한 영향.",
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  {
   "title": "SPYI vs. JEPI: Which Monthly ‘Paycheck’ ETF Actually Wins When the Market Gets Ugly?",
   "url": "https://247wallst.com/investing/etf/2026/07/14/spyi-vs-jepi-which-monthly-paycheck-etf-actually-wins-when-the-market-gets-ugly/?.tsrc=rss",
   "published": "2026-07-14 23:00",
   "topic": "증시",
   "sector": "IT·플랫폼",
   "impact": "neutral",
   "why": "Mark Cuban의 AI 회사 경영에 대한 경고성 발언, 직접적 영향은 불명확.",
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  {
   "title": "‘Being Hated Is Not Good for Business’: Mark Cuban’s $130 Billion Warning for AI Companies",
   "url": "https://247wallst.com/investing/2026/07/14/being-hated-is-not-good-for-business-mark-cubans-130-billion-warning-for-ai-companies/?.tsrc=rss",
   "published": "2026-07-14 22:57",
   "topic": "IT·플랫폼",
   "sector": "바이오",
   "impact": "positive",
   "why": "JNJ의 25% YTD 상승으로 헬스케어 ETF 매수 권유.",
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     "name": "JNJ",
     "code": null,
     "market": null,
     "change_pct": null
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  },
  {
   "title": "Healthcare ETFs to Buy as JNJ Beats the Market With a 25% YTD Surge",
   "url": "https://finance.yahoo.com/healthcare/articles/healthcare-etfs-buy-jnj-beats-135400002.html?.tsrc=rss",
   "published": "2026-07-14 22:54",
   "topic": "바이오",
   "sector": "바이오",
   "impact": "neutral",
   "why": "BMY의 CELMoD 프로그램 진전이 암 치료 포트폴리오 강화 가능성 검토.",
   "tickers": [
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     "name": "BMY",
     "code": null,
     "market": null,
     "change_pct": null
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  },
  {
   "title": "Can BMY's CELMoD Program Advancements Strengthen Its Oncology Portfolio?",
   "url": "https://finance.yahoo.com/healthcare/articles/bmys-celmod-program-advancements-strengthen-135300090.html?.tsrc=rss",
   "published": "2026-07-14 22:53",
   "topic": "바이오",
   "sector": "IT·플랫폼",
   "impact": "negative",
   "why": "애플 주가가 '매도' 등급으로 하향 조정되는 부정적 평가.",
   "tickers": [
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     "market": "NASDAQ",
     "change_pct": -0.96
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   "title": "Apple Stock Downgraded To Sell. Here's Why.",
   "url": "https://finance.yahoo.com/m/5f58f9dc-c313-35b7-9917-b18fc176f6d6/apple-stock-downgraded-to.html?.tsrc=rss",
   "published": "2026-07-14 22:50",
   "topic": "IT·플랫폼",
   "sector": "증시일반",
   "impact": "neutral",
   "why": "중동 긴장으로 시장 변동성 우려 속 4개 가치주 매수 권유.",
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  {
   "title": "This chipmaker \"remains a core AI winner and a close #2 behind NVDA\": MS",
   "url": "https://finance.yahoo.com/technology/ai/articles/chipmaker-remains-core-ai-winner-134820194.html?.tsrc=rss",
   "published": "2026-07-14 22:48",
   "topic": "반도체",
   "sector": "반도체",
   "impact": "positive",
   "why": "엔비디아 다음 2위 AI 칩메이커로 평가받는 반도체 업체의 긍정적 전망.",
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  {
   "title": "Buy These 4 Value Stocks as Middle East Tensions Rattle Markets Again",
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   "published": "2026-07-14 22:45",
   "topic": "자동차",
   "sector": "반도체",
   "impact": "positive",
   "why": "인플레이션 냉각으로 AMD 5%, Intel 4% 상승하며 칩 산업 반등 신호.",
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     "code": "INTC",
     "market": "NASDAQ",
     "change_pct": 3.49
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   ]
  },
  {
   "title": "AMD Rallies 5%, Intel Rises 4% as Cooling Inflation Sparks a Chip Rebound",
   "url": "https://247wallst.com/investing/2026/07/14/amd-rallies-5-intel-rises-4-as-cooling-inflation-sparks-a-chip-rebound/?.tsrc=rss",
   "published": "2026-07-14 22:42",
   "topic": "반도체",
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 ],
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