株式市場ニュース
最新の金融ニュース · 更新 5月 24, 2026
KBファイナンシャルグループ（KB）はクリーンな監査意見に支えられ、2025年度決算で堅調な業績を発表
KB Financial Group (KB) Showcases Robust FY2025 Performance Backed by Clean Audit Opinion
The panel discusses KB Financial's FY2025 results, with a focus on the significant increase in credit loss provisions. While some …
SKテレコム（SKM）はAIデータセンター協力を通じてグローバルテクノロジーリーダーシップを強化
SK Telecom (SKM) Strengthens Global Tech Leadership Through AI Data Center Collaboration
SK Telecom's MOU with Schneider Electric and Supermicro for modular AI data centers is a strategic move that addresses real …
韓国電力公社（KEP）：スマート電気生活の開始と堅調なFY2025業績
Korea Electric Power Corporation (KEP): Smart Electric Life Launch and Robust FY2025 Earnings
KEPCO's 'Smart Electric Life' platform is seen as a user-friendly improvement but unlikely to significantly impact earnings without rapid adoption, …
Century Aluminum CEOがアルミニウム価格が急騰する中、150,000株を売却
Century Aluminum CEO Sells 150000 Shares as Aluminum Prices Soar
The panel is largely bearish on Century Aluminum (CENX), citing risks such as high aluminum prices near cyclical peaks, execution …
予測：2026年にアリババで起こる2つのこと
Prediction: 2 Things That Will Happen to Alibaba in 2026
The panel is divided on Alibaba's cloud/AI growth engine. While some see high growth rates and a shift in earnings …
このバイオテック株の勝者は72%上昇したが、400万ドルの削減が軽微なリセットを示唆
This Biotech Stock Winner Is Up 72%, but a $4 Million Trim Signals a Slight Reset
The panelists generally agree that DAFNA's trim of SNDX was likely routine portfolio rebalancing rather than a conviction signal. However, …
株式市場は人工知能（AI）株について警告信号を送っているのか？
Is the Stock Market Sending a Warning Signal About Artificial Intelligence (AI) Stocks?
The panel agrees that the AI sector is undergoing a necessary valuation reset due to unrealistic margin expectations and the …
ラリアント取締役、機関投資家の株式買い戻し圧力を受け2350株を購入
Ralliant Director Purchases 2350 Shares as Institutional Investors Push for Stock Buyback
Despite director Kate Mitchell's $100k purchase, the panel is largely bearish due to Ralliant's significant losses, failed acquisition, and uncertain …
株価71%上昇と20%の収益成長を背景に、650万ドルのヘルスケア株売却
This $6.5 Million Healthcare Trim Comes Amid a 71% Stock Surge and 20% Revenue Growth
The panel is largely bearish on AXGN, citing lack of operating leverage, persistent net losses, and compressed risk/reward. They question …
Vita Coco CFOは4000株を売却、株価がS&P SmallCap 600に加わる見込み
Vita Coco CFO Sells 4000 Shares as Stock Sets to Join S&P SmallCap 600
Despite the S&P SmallCap 600 inclusion driving index fund buying, concerns about COCO's valuation, potential margin compression due to commoditization, …
この$8.9ミリオンの買いが、68%下落した銘柄を、3億2200万ドルの現金を持つ企業をターゲットに
This $8.9 Million Buy Targets a Stock Down 68% With $322 Million in Cash
The panel's discussion on DAFNA's investment in Biohaven (BHVN) highlights significant risks, including short cash runway, high execution risk, and …
一人の女性が家を購入するためのガイド
Guide to buying a house as a single woman
While the record of 20M single women homeowners in 2025 signals resilient demand, the panel expresses concern about affordability, delinquency …