株式市場ニュース
最新の金融ニュース · 更新 7月 04, 2026
ブラックストーン、ジャージー・マイクスの上場申請
Blackstone files to take Jersey Mike's public
The panel is largely bearish on Blackstone's Jersey Mike's IPO, with concerns around its high valuation, potential franchisee margin compression, …
テスラの納車台数、予想上回る 欧州の回復が業績見通しに光明
Tesla deliveries beat forecasts as Europe's rebound brightens outlook
Despite beating delivery estimates, Tesla's Q2 results were met with a 7% stock drop due to pre-earnings run-up and concerns …
「10億ドル」から「5000万ドル」へ：カンナ氏、富裕税は「億万長者だけでは不十分」と主張
First $1 Billion, Now $50 Million: Khanna Says Wealth Tax "Must Not Stop At Billionaires"
The panel generally agrees that Khanna's wealth tax proposal, targeting households with over $50 million, poses significant risks to private …
長期投資家はSpaceX（SPCX）よりマイクロソフト（MSFT）を買うべきか
Should Long-Term Investors Buy Microsoft (MSFT) Instead of SpaceX (SPCX)
The panel's net takeaway is that while Microsoft's Azure growth, OpenAI deal revision, and Copilot adoption are significant tailwinds, the …
個人投資家が買い集める宇宙関連銘柄、スペースX（SPCX）ではない
Retail Investors Are Buying This Space Stock, and It’s Not SpaceX (SPCX)
AST SpaceMobile's potential is significant, with 60 MNO partnerships and FCC approval for a 248-satellite constellation. However, the company faces …
アルコア（AA）、サウス32のアルミ資産を41億ドルで買収へ
Alcoa Corporation (AA) to Acquire South32 Aluminum Assets in $4.1B Deal
The panel consensus is bearish on Alcoa's $4.1B acquisition of South32 assets, citing significant execution risk, potential value trap, and …
テスラ納車予想を74,000台上回るも、株価は約1年ぶりの急落。その理由とは
Tesla Beat Delivery Estimates by 74,000 Vehicles -- and the Stock Had Its Worst Day in Nearly a Year. Here's Why.
The panel largely agrees that Tesla's Q2 delivery beat, while impressive, masks significant margin risks. The inventory drawdown of 28k …
米財務省、トランプ氏関連口座にブラックロックとバンガードのETFを選定
US Treasury picks BlackRock, Vanguard ETFs for Trump Accounts
The Treasury's selection of IVV and ITOT for new child savings accounts is a modest positive for BlackRock and Vanguard, …
もし10年前にフォード株に1万ドル投資していたら、現在いくらになっているか
If You'd Invested $10,000 in Ford Stock 10 Years Ago, Here's How Much You'd Have Today
The panel consensus is bearish on Ford, citing structural headwinds such as thin margins, heavy capex for EV platforms, cyclicality, …
AI株は忘れろ：この防衛大手は過去10年連続増配、現在利回り2.75％
Forget AI Stocks: This Defense Giant Has Raised Its Dividend Each of the Last 10 Years and Currently Pays a 2.75% Yield
The panel consensus is bearish on Lockheed Martin (LMT), citing margin compression risks due to fixed-price government contracts, F-35 program …
マイクロソフト、25年超ぶりの最悪月間。投資家は暴落を買うべきか？
Microsoft Had Its Worst Month in More Than 25 Years. Should Investors Buy the Crash?
Panelists debate Microsoft's future, with bearish views prevailing due to potential margin compression from heavy Azure capex and uncertain AI …
Digital Realty Trustの次回四半期決算報告に期待されるポイント
What to Expect From Digital Realty Trust's Next Quarterly Earnings Report
The panelists have mixed views on DLR's prospects, with concerns about hyperscale power constraints, capex requirements, and interest-rate sensitivity countering …