株式市場ニュース
最新の金融ニュース · 更新 5月 21, 2026
Nvidiaは中国のAIチップ市場をHuaweiに「ほぼ譲歩した」と発表
Nvidia says it has ‘largely conceded’ China’s AI chip market to Huawei
Nvidia's strong revenue growth and buyback mask the permanent loss of the Chinese data center market, with bulls and bears …
プーチンの北京訪問から3つの重要な教訓と、中国-ロシアの関係について明らかにする
Three key takeaways from Putin's Beijing trip — and what they reveal about China-Russia ties
The panel agrees that China is leveraging its position to secure favorable terms from Russia, with the Power of Siberia …
AI 熱狂により、ヨーロッパの株式が年間 100% 以上上昇する大盤振る舞いのラリー
AI frenzy sees these European stocks gain over 100% this year in blockbuster rally
The panel generally agrees that the rally in European 'AI proxies' is driven by scarcity and liquidity rather than a …
欧州市場は横ばい、原油価格が100ドルを下回る
European markets to open flat as oil prices fall below $100
Despite a significant drop in oil prices, European markets opened flat due to cautious optimism and uncertainty about the longevity …
Nvidia は LLM からスーパーラーナーへと移行し、AGI の前兆となる可能性。それが NVDA 株にどう影響するか。
Nvidia Is Moving Beyond LLMs to Superlearners, the Possible Precursor to AGI. What That Means for NVDA Stock.
The panel is divided on Nvidia's tie-up with Ineffable Intelligence, with some seeing it as a strategic masterstroke that could …
NextEra と Dominion Energy が合併し、最大級のユーティリティ企業を誕生
NextEra and Dominion Energy Merge to Create the Largest Utility Giant
The panel is bearish on the $67B all-stock merger of NextEra and Dominion, citing significant execution risks including regulatory hurdles, …
430億ドルのETFが見過ごされている。DIAが2026年の残りの期間でSPYとQQQを上回る可能性がある理由。
The $43 Billion ETF Hiding in Plain Sight. Why DIA Might Outperform SPY and QQQ for the Rest of 2026.
The panel consensus is bearish on DIA's prospects, with key risks including Boeing's operational challenges and potential deposit beta risk …
予測：シノプシスは12ヶ月で600ドル以上に達する可能性があり、その理由は以下の通りです
Prediction: Synopsys Could Hit $600+ in 12 Months and Here’s Why
Synopsys' strong operational performance and AI-driven growth are acknowledged, but high debt, China exposure, and customer concentration risks are significant …
原油先物市場におけるBackwardationとは何を示しているのか？
What is Backwardation in the Crude Oil Futures Market Telling Us?
The panel agrees that the current steep backwardation in oil prices signals tight near-term supply and benefits long rollers. However, …
TGT株アラート：ターゲットが元ウォルマート経営者を採用する際に知っておくべきこと
TGT Stock Alert: What to Know as Target Taps Former Walmart Exec
Despite Target's hiring of supply chain veteran Jeff England, panelists remain bearish due to demand destruction, margin cannibalization from same-day …
ガスBuddy、イラン戦争の動きを背景にガス価格のリセットをシグナル
GasBuddy signals gas-price reset amid shift in Iran War
The panel agrees that the current oil price surge is driven by geopolitical tensions, particularly the risk of Hormuz closure. …
New York LaGuardia空港の滑走路が陥没で閉鎖
Sinkhole shuts down runway at New York LaGuardia airport
The LaGuardia sinkhole incident highlights systemic runway subsidence risks at coastal airports, potentially leading to recurring maintenance capex, higher delay-related …