株式市場ニュース
最新の金融ニュース · 更新 8月 11, 2026
サンディスク、12ヶ月で3000%超上昇 — 株価分割は近いか？
Sandisk Has Surged More Than 3,000% in 12 Months. Is a Stock Split Coming?
The panelists agree that Sandisk's 3,000% rally is driven by AI demand and enterprise SSD growth, but they express concerns …
AIがIT業界の雇用を奪う：オラクルとマイクロソフトが20年ぶりの高水準のレイオフ率を押し上げ
AI is Hollowing Out Tech Sector Jobs: Oracle and Microsoft Help Push Layoff Rate to 20-Year High
The panel discusses the 2.3% tech layoff rate, driven by Oracle and Microsoft's AI-related cuts. While some see this as …
「麻薬社会主義のネズミども、逃げるがよい」：コロンビアのトランプ支持「エル・ティグレ」、FARCへ大規模攻勢を開始
"Narco-Socialist Rats Better Start Running": Colombia's Trump-Backed "El Tigre" Launches Major Offensive Against FARC
The panel generally agrees that a hardline security push in Colombia, backed by a $1B U.S. security package, carries significant …
米イラン・ホルムズ海峡協議の不透明感の中、原油価格が上昇
Oil rises amid uncertainty over U.S.-Iran Strait of Hormuz deal
The panel agrees that geopolitical risks, particularly around the Strait of Hormuz and Red Sea disruptions, are driving near-term oil …
ブロードコム対エヌビディア：チップ業界の真の挑覇者と王者の物語
Broadcom Vs. Nvidia: The Real Challenger and Champion Story in Chips
The panel agrees that Broadcom's custom ASICs are gaining traction among hyperscalers, but NVIDIA's scale, software moat, and platform advantages …
AIデータセンター急成長の隠れた主役、Vertivの実力とは
Why Vertiv Is 1 of the Best-Kept Secrets of the AI Data Center Boom
While Vertiv (VRT) benefits from a structural bottleneck in AI data centers, its high valuation (41x forward P/E) assumes near-perfect …
トランプ氏支援の「エル・ティグレ」がコロンビアで政権掌握、米州で右派旋風
Trump-Backed "El Tigre" Takes Power In Colombia As Right-Wing Wave Sweeps Americas
The panel consensus is bearish, with key concerns being the large fiscal gap, potential security spending surge, and risks of …
GOOGL株ファンの皆様へ：GoogleのAI再編がAlphabetに意味するもの
Dear GOOGL Stock Fans, Here's What Google's AI Shakeup Means for Alphabet
Alphabet's AI push and cloud growth are impressive, but the panel expresses concern about the company's high capex, negative cash …
トリップアドバイザー第2四半期決算説明会の要点
TripAdvisor Q2 Earnings Call Highlights
TripAdvisor's core business is facing structural pressure, with the hotels segment down 21% and experiences growth slowing despite a strategic …
マイクロソフト（MSFT）の記録的上昇、アルファベット（GOOGL）とのライバル関係に再び焦点
Microsoft’s (MSFT) Record Rally Puts Alphabet (GOOGL) Rivalry Back In Focus
Microsoft's Azure growth and AI strategy are promising, but the company faces significant risks, including OpenAI's non-exclusive deals, potential renegotiation …
タルガ・リソーシズ：2026年第2四半期決算説明会要旨
Targa Resources Corp. Q2 2026 Earnings Call Summary
TRGP's Q2 beat was impressive, but the sustainability of its growth and the timing of its free cash flow inflection …
アイオバンス・バイオセラピューティクス（IOVA）、好調な第2四半期で43%急騰。今後の見通しは
Iovance Biotherapeutics (IOVA) Pops 43% on Stellar Q2. Here’s What Comes Next
IOVA's Q2 results showed impressive growth, but sustainability and market size remain unproven. Key risks include manufacturing complexity, reimbursement hurdles, …