株式市場ニュース

イラン戦争について、6社の燃料・コンビニエンスストア業界のリーダーが語る

What 6 fuel and convenience leaders are saying about the Iran war

The panelists generally agree that while low inventories and geopolitical volatility may initially support margins for integrated players, elevated fuel …

ジャック・ヘンリー & アソシエイツの株：ウォール街は強気か弱気か？

Jack Henry & Associates Stock: Is Wall Street Bullish or Bearish?

The panelists generally agree that JKHY faces significant headwinds, with most citing structural issues such as fintech disruption, margin compression, …

Palantir vs. Oracle in 2026. Which One Is the Better Buy Right Now?

The panelists agree that both Oracle and Palantir face significant risks, with Oracle's heavy capex and Palantir's high valuation being …

IBM株が今朝5.3%上昇した理由

Why IBM Stock Jumped 5.3% This Morning

IBM's $15B commitment signals a strategic pivot towards quantum computing and open-source security, but the long-duration bets face execution risks …

ドルは米伊朗停戦延長報告で下落

Dollar falls on report of US-Iran agreement to extend ceasefire

The panel is divided on the impact of the Axios ceasefire report on the USD. While some see it as …

ジム・クレイマーはセールスフォースに対し保留だった。今、彼は行動を起こす準備ができている

Jim Cramer was on the fence with Salesforce. Now he's ready to act

The panelists debate the sustainability of Salesforce's growth and margin expansion as it transitions to a consumption-based model, with AI-driven …

Arete、Okta, Inc. (OKTA)のレーティングをBuyに引き上げ

Arete Upgrades Okta, Inc. (OKTA) Rating to Buy

Analysts are cautiously optimistic about Okta's potential AI tailwinds but express concerns about AI budget uncertainty, churn risks due to …

Rapid7 (RPD) が Q1 脅威ランドスケープレポートの調査結果を発表

Rapid7 (RPD) Releases Findings of Q1 Threat Landscape Report

The panel consensus is bearish on Rapid7's near-term prospects due to sequential ARR declines, potential customer churn, and market share …

EUは中国からの輸入に対する潜在的な制限について議論、過度の依存に対する懸念を抱く

EU to discuss potential restrictions on Chinese imports amid fears of overreliance

The EU's proposed use of quotas over tariffs to blunt Chinese imports in sectors like EVs and chemicals, while aiming …

ガーディアン紙、雇用と訓練に関する論評：若者のチャンスを増やすことは国家的な使命であるべきだ | 論説

The Guardian view on jobs and training: boosting young people’s chances should be a national mission | Editorial

The panel agrees that the UK's NEET crisis is a structural issue driven by declining entry-level roles, skills mismatch, and …

Jim Cramerがこの2銘柄の購入を推奨 — うち1つは約20%の上昇余地

Jim Cramer says to buy these two stocks — including one with nearly 20% upside

The panelists generally agree that the market is overreacting to the PCE print and Iran ceasefire, with the real signal …

CFTC、ウィンクルボス兄弟の仮想通貨取引所に対する命令無効化の申し立ては「非常に異例」、元当局長官が発言

CFTC bid to vacate order against Winklevoss' crypto exchange 'very unusual,' ex-agency chief says

The CFTC's move to vacate the Gemini consent order signals a potential shift in regulatory posture, but the lasting impact …