株式市場ニュース
最新の金融ニュース · 更新 5月 24, 2026
Palantir Technologies Inc. (PLTR)、米海軍のShipOSイニシアチブでKeel Holdingsと提携
Palantir Technologies Inc. (PLTR) Partners with Keel Holdings on US Navy’s ShipOS initiative
The panelists had mixed views on Palantir's (PLTR) recent partnerships. While some saw strategic positioning and potential long-term benefits, others …
ボーイング（BA）は、受注残高の急増と利益率の安定化により、力強い回復を目指す
The Boeing Company (BA) Eyes Strong Recovery as Backlog Surges and Margins Stabilize
The panel is bearish on Boeing's stock due to concerns about converting the backlog into cash flow, the impact of …
Lam Research Corporation (LRCX)はIBMとのロジックスケーリング契約を受け、Besi Industriesとの合併を視野に入れているか
Is Lam Research Corporation (LRCX) Eyeing Besi Industries Merger amid IBM Pact for Logic Scaling
The panel is divided on the potential acquisition of Besi Industries by Lam Research. While some see strategic benefits in …
ディスカウントチェーン、75店舗以上を閉鎖し、値上げを実施
Discount chain closes over 75 stores and raises prices
Despite Dollar Tree's (DLTR) shift to a multi-price format, there's uncertainty about customer acceptance, with potential risks of losing price-sensitive …
人々は近い将来、価格がどのように変動するかを知りません。特に今。
People don’t know how prices will behave in the near term. Especially right now.
The panel agrees that geopolitical uncertainty, particularly around the Iran conflict, is driving market volatility. They disagree on the extent …
原油高が貴金属鉱業株を圧迫する理由
Here's Why High Oil Prices Are Hurting Precious Metals Mining Stocks
The panel discusses the impact of higher oil prices on mining stocks, with a focus on precious metals miners. While …
投資資産の成長がUBSグループAG（UBS）の純利益を押し上げ
Invested Assets Growth Bolsters UBS Group AG (UBS) Net Profit
Panelists agree UBS's AUM growth and profitability are impressive, but they differ on the sustainability and risks associated with these …
イーライリリー・アンド・カンパニー（LLY）が価格改革で長期成長見通しを押し上げ、ゼップバウンドへのアクセスを拡大
Eli Lilly and Company (LLY) Expands Zepbound Access as Pricing Reforms Boost Long-Term Growth Outlook
While the panel agrees that Eli Lilly's (LLY) Zepbound pricing reforms expand market access, there are significant risks that could …
Marvell Technology Inc. (MRVL) がAIデータセンターのスケールアップインフラ向け先進スイッチを発表
Marvell Technology Inc. (MRVL) Unveils Advanced Switch for AI Data Center Scale-Up Infrastructure
The panel discusses Marvell's (MRVL) 260-lane PCIe 6.0 switch, with mixed views on its competitive advantage against Broadcom's dominance and …
ガソリン価格は5ドルに向かうのか？ ポンプ価格を決定する「1つのこと」（イランではない）。
Are We Headed for $5 Gas? This 1 Thing Determines How Much You Pay at the Pump (No, It's Not Iran).
The panelists agree that U.S. refineries' reliance on global crude prices is the dominant driver of pump prices, but disagree …
Advanced Micro Devices Inc. (AMD)、メモリチップ供給とファウンドリでSamsungとの関係を深化
Advanced Micro Devices Inc. (AMD) Deepens Ties with Samsung on Memory Chip Supplies and Foundry
The panel generally views AMD's MOU with Samsung as a strategic move to secure HBM supply and explore foundry options, …
Stagwell、AppLovin Corporation (APP) のモバイル広告プラットフォームを活用
Stagwell Taps AppLovin Corporation (APP) Mobile Advertising Platform
The panelists generally view the Stagwell partnership as tactically positive but strategically modest for AppLovin (APP), with the real test …