株式市場ニュース
最新の金融ニュース · 更新 5月 24, 2026
ラスラファンの攻撃が世界のガス豊富という幻想を打ち砕く
Ras Laffan Attack Shatters Illusion of Global Gas Abundance
The panel agrees that the Ras Laffan attack has significant short-term impacts but disagrees on the long-term structural changes. While …
AIの恩恵を受けるトップEV株3選、今すぐ買うべき銘柄
3 Top EV Stocks With AI Upside to Buy Right Now
The panel consensus is overwhelmingly bearish on the current valuation of EV stocks, particularly Rivian and Lucid, as AI plays. …
大富豪投資家「資本戦争」が差し迫っていると警告、資金そのものが「戦争」として利用される可能性も
Billionaire Investor Says We're 'Quite Close' to a Capital War Where Money Itself Could Be Used as 'War'
The panel generally agrees that the current global financial order is at risk of fracturing, with capital controls and geopolitical …
1つの原則、3つの銘柄：伝説の投資家が今、他のどの銘柄よりもこれらの銘柄を選ぶ理由
1 Rule, 3 Stocks: Why One Legendary Investor Would Choose These Stocks Above Any Others Right Now
The panel consensus is bearish on FICO and SPGI due to high P/E multiples, potential regulatory risks, and leveraged buybacks. …
大ニュース：NvidiaがNebiusに20億ドルの賭けをした
Massive News: Nvidia Just Made a $2 Billion Bet on Nebius
Nvidia's $2B investment in Nebius signals confidence in their infrastructure-as-a-service model and provides capital for scaling, but key details like …
トランプの経済的衝撃が英国の建設計画を狂わせている
Trump’s economic shocks are derailing Britain’s building plans
The panel agrees that the UK construction slowdown is primarily driven by domestic factors such as affordability crisis, planning gridlock, …
米国、供給増加のため海上で足止めされているイラン産原油への制裁を解除
US Removes Sanctions On Iranian Oil Stranded At Sea To Boost Overall Supply
The panel generally agrees that the U.S. waiver allowing 140 million barrels of Iranian oil to be sold for 30 …
より優れた不動産ETF：FlexSharesのGQRE対State StreetのRWR
Better Real Estate ETF: FlexShares' GQRE vs. State Street's RWR
The panel generally agrees that RWR is the better choice due to its superior 5-year total return, smaller max drawdown, …
クラフト・ハインツ（KHC）はディップ時に購入すべき最適な銘柄か？
Is Kraft Heinz (KHC) The Best Stock to Buy On The Dip?
The panel consensus is that Kraft Heinz is a 'value trap' with significant risks and uncertainties, particularly around execution timing, …
原油価格高騰の余波が拡大、予測はさらに上昇
The fallout from oil's surge is spreading as forecasts for crude keep rising
The panel consensus is bearish on the transportation sector, with key risks including demand destruction due to high fuel costs, …
2026年の3つの可能な石油価格シナリオ
3 Possible Oil Price Scenarios For 2026
The panel discussed the risks and opportunities in the oil market, with a focus on the sustainability of $100/bbl oil …
アジアのLNG争奪がベンチャー・グローバルに新たな機会をもたらす
Asia’s LNG scramble gives Venture Global a fresh opening
Venture Global's recent commercial wins and financing signal strong demand for U.S. LNG, but execution risk, arbitration history, and potential …