マーケットニュース＆AI分析
最新の金融ニュース · 更新 4月 29, 2026
アイルランド政府、抗議デモ受け燃料支援を拡充
Irish government announces further fuel supports after protests
The panel generally agrees that Ireland's €755m fuel subsidies, while providing short-term relief to hauliers and farmers, risk entrenching energy …
第一報：オールド・ドミニオンが第1四半期決算を上回る
First look: Old Dominion posts Q1 beat
ODFL's Q1 beat was driven by strong pricing power and yield growth, but the sustainability of these margins and volume …
アナリストレポート：Celestica Inc
Analyst Report: Celestica Inc
Celestica's (CLS) recent price target upgrade to $450 by Argus is viewed with skepticism by the panel due to lack …
アッヴィ、四半期業績が予想を上回る、新しい免疫疾患治療薬がヒマーラの落ち込みを相殺
AbbVie tops quarterly expectations as newer immunology drugs offset Humira decline
AbbVie's Q1 beat was driven by Skyrizi and Rinvoq's strong growth, offsetting Humira's decline. However, the durability of this growth …
アナリストレポート：AvalonBay Communities Inc
Analyst Report: AvalonBay Communities Inc
The panel's net takeaway is that while AvalonBay (AVB) has a strong defensive position due to its scale and high-end …
The Scotts Miracle-Gro Co. Q2 収益が上昇
The Scotts Miracle-Gro Co. Q2 Income Climbs
The panel is divided on Scotts Miracle-Gro's (SMG) Q2 earnings. While some see solid performance and conservative guidance, others caution …
連邦準備制度理事会(FRB)は、可能性としてはパウエル時代の最後の会合となる中で、金利を据え置く可能性が高い
Fed likely to hold rates steady at what may be last meeting of Powell era
The panel is bearish on the broad market, citing a 'higher-for-longer' rate environment, geopolitical risks keeping oil prices elevated, and …
TeraWulf (WULF) はアナリストが目標株価を倍増させたことで7%上昇
TeraWulf (WULF) Climbs 7% as Analyst Doubles PT
Panelists agree that TeraWulf's pivot to HPC hosting is promising, but execution risks, particularly around capital expenditure overruns and regulatory …
Bloom Energyは、AIの将来の電源が原子力ではなく燃料電池である理由を示す
Bloom Energy Shows Why Fuel Cells — Not Nuclear — Is AI’s Future Power Source
Despite the Oracle deal and improved Q1 margins, Bloom Energy's (BE) ability to scale manufacturing, maintain hardware durability under extreme …
Adecoagro、アナリストの目標株価に到達
Adecoagro Reaches Analyst Target Price
AGRO's 5% pop above the $13.06 average analyst target is largely seen as technical noise or momentum, not a fundamental …
社会保障を受け取りながら働く？誰も警告しない税金の落とし穴。
Working While Collecting Social Security? The Tax Surprise No One Warns You About.
The panel agreed that the Social Security earnings test is a temporary benefit deferral, not a tax, and the real …
イラン封鎖「延長」報道で原油価格が115ドルに急騰
Oil price jumps to $115 after reports of 'extended' Iran blockade
The panel is divided on the sustainability of Brent's $115 price, with some arguing it reflects a 'new normal' of …