株式市場ニュース

裕福な投資家たちが「ドル・ディドリング」取引で米国から資金を引き上げている

The wealthiest investors are pulling money out of the U.S. in the 'de-dollarization' trade

The panel discusses the 'de-dollarization' trend, with non-U.S. family offices diversifying into EM equities, infrastructure, and gold due to geopolitical …

Brex 共同創業者による採用要求が、AI時代における労働緊張を露呈

Brex co-founder’s hiring demands expose AI-era labor tensions

The panel consensus is bearish on Stealth's AI-native investment team model, citing risks of burnout, loss of institutional knowledge, and …

トレーダーがGOOGLのブルコールスプレッドに注目する理由

Why Traders Are Watching Bull Call Spreads on GOOGL

The panel consensus is bearish on the GOOGL bull call spread strategy, citing risks such as IV crush, early assignment, …

2トップのAI株。今後10年間保有するのに適しています

2 Top AI Stocks I’d Buy Now and Hold for the Next Decade

The panelists express neutral to bearish sentiments regarding Microsoft and Lam Research, highlighting significant execution risks, cyclicality, and unproven AI …

Atlas Van Lines はコントローラーを企業役職に昇進、より多くの監督権限を付与

Atlas Van Lines promotes controller to corporate role with more oversight

Atlas Van Lines' promotion of Greg Williams to corporate controller signals a push for stronger financial oversight and process improvement, …

U.S. Regulators Reportedly Near Approval of Paramount’s Warner Bros. Discovery Deal (WBD)

The panel consensus is bearish on the Paramount-WBD deal, citing significant regulatory risks, potential divestitures, and high debt levels that …

結婚後の夫婦の財産：どちらがあなたに合いますか？

Combined or separate finances in marriage: Which option makes sense for you?

The panelists agreed that the article oversimplifies marital finance management and fails to address crucial aspects like tax implications, state-specific …

SpaceX Starship テストは IPO への自信を高めるものの、依然として技術的な課題が残る

SpaceX Starship Test Boosts Confidence in IPO Despite Ongoing Technical Challenges

The panel consensus is that the recent Starship V3 test, while showing progress, does not sufficiently de-risk the $1.75T IPO …

トライアタ・キャピタルは、このAI株の約200万株を売却

Triata Capital Dumps Nearly 2M Shares of This AI Stock

Triata's reduction of GDS stake is likely profit-taking, but the timing may also indicate prescient anticipation of geopolitical risks or …

Arnhold LLCがKyndryl Holdings（KD）に724,000株購入で大きく賭ける

Arnhold LLC Bets Big on Kyndryl Holdings (KD) With a Purchase of 724,000 Shares

The panel consensus is that Arnhold's addition of KD shares is a cautious bet at best, with most panelists expressing …

数十年にわたって購入して保有するのに最適な原子力エネルギー株

The Best Nuclear Energy Stocks to Buy and Hold for Decades

The panel consensus is bearish on OKLO and NuScale, citing substantial risks including heavy cash burn, long regulatory timelines, competition …

米イラン核合意の実現への期待は、今年の停戦合意に関する報道にもかかわらず、トレーダーの間で薄れている

Traders' hopes fade for U.S.-Iran nuclear deal this year despite report on potential ceasefire agreement

Despite a 60-day MOU and 55% Kalshi odds for a nuclear deal by November, panelists caution that intense negotiations on …