株式市場ニュース
最新の金融ニュース · 更新 5月 24, 2026
社会保障公平法は17億ドルの遡及的給付を支払いました。対象者はこちらです。
The Social Security Fairness Act Paid Out $17 Billion in Retroactive Benefits. Here's Who Qualifies.
The repeal of WEP and GPO provides a significant, permanent benefit to millions of public sector retirees, but accelerates Social …
暗号資産よりもポテンシャルが高いテック株
The Tech Stock With More Potential Than Any Cryptocurrency
ASML's strong Q4 2025 bookings reflect AI demand, but revenue recognition depends on customer capex budgets. The company's EUV monopoly …
ディールメイキング3：MLBとAdobeがパートナーシップ拡大、ピッケルボールにAI、Apple TVのF1との契約
The Dealmaking 3: MLB & Adobe Expanding Partnership, AI in Pickleball, Apple TV’s Deal with F1
The panelists agreed that while these deals signal tech's push into sports and entertainment, their immediate financial impact is limited. …
3月にS&P 500に投資する最も賢い方法
Here's the Smartest Way to Invest in the S&P 500 in March
The panel agreed that VOO is a low-cost, liquid way to own the U.S. market, but they cautioned about high …
年初来33%上昇、この銘柄は見出しにならないが投資家は買い続ける
Up 33% YTD, This Stock Isn’t Making Headlines, But Investors Keep Buying
The panelists agree that LRCX is well-positioned in the current semiconductor cycle, driven by HBM demand and Micron's capex. However, …
デイリーETFフロー：SCHDが第1位に
Daily ETF Flows: SCHD Takes No. 1 Spot
The panel discusses a significant $15.4B inflow into SCHD, with most agreeing it's likely due to a single institutional trade …
モルガン・スタンレー、オッペンハイマー、ゴールドマン・サックスがヴァーティブ（VRT）の目標株価を引き上げ
Morgan Stanley, Oppenheimer, and Goldman Sachs Raise Vertiv (VRT) Price Targets
The panel is divided on Vertiv's (VRT) future, with bulls citing strong Q4 orders, AI demand, and services growth, while …
アルファベット（GOOGL、GOOG）はウォーレン・バフェットの最新ポートフォリオで最高の割安AI株であり続けるか？
Is Alphabet (GOOGL, GOOG) Still The Best Undervalued AI Stock in Warren Buffett’s Latest Portfolio?
The panelists generally agreed that Alphabet's transition to agentic AI is crucial for its future, but they expressed concerns about …
エバーコアとゴールドマン・サックスがアリスタ・ネットワークス（ANET）に強気
Evercore and Goldman Sachs Stay Bullish on Arista Networks (ANET)
The panel is mixed on Arista Networks (ANET) with concerns about its dependence on NVIDIA's ecosystem, potential pricing pressure from …
UBS、Micron（MU）の目標株価を引き上げ、買い推奨を維持
UBS Raises Micron (MU) Price Target, Keeps Buy Rating
The panelists generally agree that while UBS's target raise for Micron reflects strong fundamentals and AI-driven demand, the 9-month lead …
アレティアとキャンター・フィッツジェラルド、決算後もブロードコム（AVGO）に強気
Aletheia and Cantor Fitzgerald Stay Bullish on Broadcom (AVGO) After Earnings
Broadcom's AI revenue guidance to $100B by FY2027 is bullish, but execution risks, customer concentration, and uncertain adoption of technologies …
ロング・オンリー・ファンド、非米株にシフト 台湾積体電路製造（TSM）はトップの座を維持
Long-Only Funds Shift to Non-US Stocks, TSMC (TSM) Stays at the Top
While acknowledging TSM's dominant position in advanced node wafer production and AI demand, panelists express concern over extreme crowding, geopolitical …