株式市場ニュース
最新の金融ニュース · 更新 7月 24, 2026
原油急伸、世界的供給リスク増大で
Crude Oil Rallies as Global Supply Risks Intensify
Despite geopolitical supply disruptions, the panel largely agrees that the market is fundamentally oversupplied due to high OPEC+ output, US …
Super Micro、新規受注600億ドルと大幅なマージン上振れを発表
Super Micro Just Disclosed $60 Billion in New Orders and a Massive Margin Beat
The panel is largely neutral on SMCI, awaiting Q2 results to confirm backlog conversion and sustainable margins. The $60B order …
시스템ズ 第 2 四半期 純利益 が 過去最高 の 売上高 を もとに 急上昇
Comfort Systems Q2 Net Income Jumps On Record Revenue
While Comfort Systems (FIX) delivered exceptional Q2 results with strong revenue and earnings growth, driven by operational leverage and robust …
空港での乗降料が3分の1に値上げ – 最も高額なのはどこか
Airport drop-off fees up by a third - here are the priciest
UK airports are increasing drop-off fees, which is seen as a risk-free revenue source by some but could backfire due …
原油、トランプ氏がイラン重要インフラへの攻撃を示唆、続伸
Oil extends gains as Trump threatens strikes on critical Iranian infrastructure
The panelists generally agreed that the current oil price spike is a geopolitical risk premium rather than a fundamental supply …
住宅ローン金利が再び上昇、しかし住宅購入者にはメリットも
Mortgage rates are rising again, but homebuyers are seeing some advantages
Despite some signs of recovery, panelists remain bearish on the housing market due to persistently high mortgage rates, sticky inflation, …
バーナム氏、イングランド全土のバス運賃を2ポンドに上限設定と発表
Burnham announces bus fares across England to be capped at £2
The £2 nationwide bus fare cap, while politically popular and providing immediate cost-of-living relief, is fiscally risky and may lead …
アップル対エヌビディア:どちらがより良いメガキャップ株か?
Apple vs. Nvidia: Which Is the Better Megacap Stock to Buy?
Panelists agree that NVDA's valuation is tied to AI capex growth expectations, which may not persist, and Apple's services growth …
投資家、先週ETFに460億ドルを積み増し
Investors Added $46B To ETFs Last Week
Despite a market drop, $46B in ETF inflows signals continued risk appetite, but is heavily concentrated in semiconductors and Korea, …
Claude AI、Ardelyx ($ARDX) の成長カタリストが市場に無視されていると指摘
Claude AI Says Market is Ignoring Ardelyx (ARDX) Growth Catalysts
ARDX's future hinges on Ibsrela's growth, but the loss of Xphozah's Medicare reimbursement and potential dilution pose significant risks to …
ビル・ゲイツ財団、ジェフリー・エプスタインと約30回会合 外部調査で判明
Bill Gates foundation met with Jeffrey Epstein about 30 times, external review finds
The WilmerHale report, while clearing the Gates Foundation of criminal involvement, reveals a significant governance failure with repeated meetings between …
判事、パラマウントにワーナー・ブラザース買収の一時停止を命令
Judge orders Paramount to temporarily pause Warner Bros acquisition
The panel consensus is bearish, with the temporary pause on Paramount's acquisition of Warner Bros. Discovery signaling significant antitrust scrutiny …