株式市場ニュース
最新の金融ニュース · 更新 5月 24, 2026
2026年に買うべき最高の保険株を探していますか？ウォーレン・バフェットの最新ポートフォリオに答えがあります
Looking For The Best Insurance Stock To Buy in 2026? Warren Buffett’s Latest Portfolio Has The Answer
The panel has a neutral to bearish sentiment on Chubb (CB), citing potential compression of its combined ratio margin due …
ライフコア・バイオメディカルCEO：単独CDMOへの移行完了、2029年までに利用率60%に到達
Lifecore Biomedical CEO: Standalone CDMO Shift Complete, Utilization to Hit 60% by 2029
The panel has mixed views on Lifecore's transition to a standalone CDMO. While some see potential in the company's plans, …
イーライリリー・アンド・カンパニー（LLY）が第3相ADorable-1試験の好結果を発表
Eli Lilly and Company (LLY) Announces Positive Topline Results From the Phase 3 ADorable-1 Trial
The panel consensus is bearish on Eli Lilly (LLY) due to the significant risk of margin compression and valuation reset …
米政府、テスラ（TSLA）とLGエナジーソリューションの$43億バッテリー契約を確認、ロイター報道
US Government Confirms $4.3 Billion Battery Deal Between Tesla (TSLA) and LG Energy Solution, Reuters Reports
The panel is divided on the $4.3B LG deal for Tesla's Megapack 3. While some see it as a strategic …
ユナイテッドヘルス・グループ（UNH）がドゥーラ提供の全国展開を発表
UnitedHealth Group (UNH) Announces National Expansion of Doula Offering
UnitedHealth's national doula offering is a strategic move leveraging Optum's scale to address maternal-infant outcomes, with potential long-term benefits but …
株価急落、米国がイラン戦争のエスカレーションを計画
Stocks Plunge on US Plans to Escalate Iran War
The panel agrees that the market is overreacting to the Iran conflict, pricing in permanent supply loss and stagflation. They …
マスターカード（MA）とビザ、英国の商人手数料違反判決に対する控訴を許可される、ロイター報道
Mastercard Incorporated (MA) and Visa Allowed to Appeal UK Ruling That Merchant Fees Breach Antitrust Law, Reuters Reports
The panel agrees that Mastercard's appeal buy time but doesn't eliminate core regulatory risks. The BVNK acquisition is seen as …
アナリスト、原油価格がバレル当たり200ドルに達する可能性を警告
Analyst warns oil could hit $200 per barrel
The panel generally agrees that a $200 Brent forecast is a tail-risk scenario, unlikely to be the base case. They …
イラン戦争による潜在的な金利変動を受けて、アメリカン・エキスプレス（AXP）は最高の金融株買いなのか
Is American Express (AXP) The Best Financial Stock to Buy Amid Potential Interest Rate Volatility Coming Due to Iran War
Despite American Express' (AXP) strong fee-based revenue and Buffett's conviction, panelists express concerns about consumer spending volatility, potential credit losses …
中東緊張で原油価格予想引き上げ：Oil & Gas 360による
Scramble for oil sends forecasts higher: by Oil & Gas 360
The panel agrees that the market is pricing in a 'geopolitical risk premium' due to Middle East tensions, with Brent …
三つのアジア、3つの異なるプレイブック：PepsiCoのAnne Tseが世界で最も急成長しているスナック市場をどのように見ているか
Three Asias, three different playbooks: How PepsiCo’s Anne Tse views the world’s fastest-growing snack market
The panelists generally agree that PepsiCo's Asia-Pacific Foods division is high-growth but faces significant challenges, particularly in China. The 'three …
ドローンテックメーカーの1,000%急騰は、最新のウォール街の流行を示している
Drone Tech Maker’s 1,000% Surge Shows Latest Wall Street Fad
The panel consensus is that Swarmer's post-IPO surge is unsustainable, driven by retail hype and disconnected from its fundamentals. The …