株式市場ニュース
最新の金融ニュース · 更新 5月 24, 2026
ウォール街が楽観的予測の見直しを始める。戦争がセンチメントに影響を与えている。
Wall Street Is Starting to Rethink Rosier Forecasts. War Is Weighing on Sentiment.
The panel discusses the market's reaction to Middle East tensions and oil price increases, with mixed views on the significance …
SMCI、共同創業者がNvidiaのチップを不正に持ち出したとして28%急落
SMCI Drops 28% After Co-founder Caught Red-Handed with Nvidia’s Chips
SMCI's 28% drop reflects serious governance and compliance issues, with potential systemic failures in internal controls and supply chain oversight. …
QCOM株警告：アナリストがQualcommがここから20％以上急落する可能性を警告
QCOM Stock Warning: Why Analysts Warn Qualcomm Could Plunge More Than 20% from Here
The panelists debate Qualcomm's (QCOM) future, with bulls focusing on its strong margins, cash flow, and diversification, while bears highlight …
Keefe, Bruyette & Woods、Cipher Digital（CIFR）の高性能コンピューティング（HPC）データセンター開発への移行を好感
Keefe, Bruyette & Woods Bullish on Cipher Digital (CIFR) Amid Company’s Transition Toward High-Performance Computing (HPC) Data Center Development
Cipher's pivot to HPC data centers is strategically sensible but faces significant execution risks and capital intensity, with potential dilution …
アナリストはHIVEデジタルテクノロジーズ（HIVE）のAIコンピュートとインフラ戦略拡大を受けて強気の見方を維持
Analysts Remain Bullish on HIVE Digital Technologies (HIVE) As Company Expands AI Compute and Infrastructure Strategy
The panel consensus is bearish on HIVE Blockchain Technologies, citing execution risks, regulatory uncertainties, and intense competition in AI compute. …
アナリストはBofAがEnovix（ENVX）の製造困難により慎重な姿勢を維持
Analysts at BofA Remain Cautious on Enovix (ENVX) Amid Manufacturing Difficulties
The panel consensus is that Enovix (ENVX) faces significant challenges in scaling its 3D silicon-anode battery technology, with long qualification …
アナリストのセンチメントはIovance Biotherapeutics（IOVA）に対して強気を維持、メラノーマ治療薬Amntagviの米国展開中
Analyst Sentiment Remains Strong on Iovance Biotherapeutics (IOVA) Amid U.S. Rollout of Melanoma Drug, Amtagvi
Iovance's Amtagvi shows promising real-world response rates and gross margins, but manufacturing complexity, cash burn, and lack of durability data …
ベアード、コインベース・グローバル（COIN）の目標株価を215ドルに引き上げ 仮想通貨価格上昇を受け
Baird Raises PT on Coinbase Global (COIN) to $215 Amid Crypto Price Appreciation
Despite crypto tailwinds, Coinbase's Q1 2026 volumes trailing Q1 2025 raises concerns about market share loss or structural retail fatigue. …
ウォール街、2026年の株価下落を受けてUWMホールディングス（UWMC）について依然として意見が分かれている
Wall Street Remains Divided on UWM Holdings (UWMC) Amid Share Price Drop in 2026
Panelists are divided on UWMC's prospects, with concerns about cyclicality, margin sustainability, and regulatory risks around AI tool 'Mia' countering …
天然ガス価格、米国の気温上昇で下落
Nat-Gas Prices Slide as US Weather Warms
The panel is divided on the outlook for natural gas prices, with bullish arguments centered around the Qatar LNG supply …
アナリストはTeraWulf（WULF）の高性能コンピューティングインフラへの移行を受けて強気の見方を維持
Analysts Remain Bullish on TeraWulf (WULF) Amid Company’s Transition from Bitcoin Mining Toward High-Performance Computing Infrastructure
TeraWulf's pivot to HPC is risky but potentially lucrative. Analysts are bullish, but significant hurdles include securing contracts, managing cash …
Peloton Interactive（PTON）がPeloton Commercial Seriesを発表、忙しいジムフロア向け初のバイクとトレッドミル
Peloton Interactive (PTON) Unveils Peloton Commercial Series, Its First Bike and Treadmill Designed for Busy Gym Floors
The panelists generally agree that Peloton's pivot to the commercial market is risky and may not solve its core subscriber …