🔥 consumer_cyclical 핫 테마 분석

S-Class [DKNG] DraftKings and Flutter rally after key Nevada prediction market ruling as SCOTUS showdown looms

S-Class [DKNG] U.S. appeals court rules against prediction markets, sets up likely fight at Supreme Court

The Ninth Circuit Court of Appeals ruled that sports-related event contracts are not swaps, contradicting a Third Circuit ruling from April.

[DKNG] DraftKings and Flutter Entertainment rise after court ruling on prediction markets

S-Class [AMZN] Evercore ISI raises Amazon stock price target on AI survey results

S-Class [ULTA] Ulta Beauty GAAP EPS of $6.55 beats by $0.35, revenue of $3.03B beats by $50M

S-Class [MBUU] Malibu Boats anticipates $1.080B-$1.120B in fiscal 2027 net sales with $101M-$109M adjusted EBITDA

[ANF] Abercrombie & Fitch post-Q2 rally leaves stock looking fully valued -- Citi Research