株式市場ニュース
最新の金融ニュース · 更新 5月 24, 2026
テスラは国家道路交通安全管理局（NHTSA）を心配すべきか？（はい。）
Should Tesla Be Worried About the National Highway Traffic Safety Administration? (Yes.)
The panel is divided on the potential impact of NHTSA's Engineering Analysis on Tesla's Full Self-Driving (FSD) system. While some …
『税抵抗』がICE抗議、イラン戦争の中で注目を集める — そしてIRSの罰金が続く可能性
‘Tax resistance’ gains attention amid ICE protests, Iran war — and IRS penalties could follow
The panel discusses the potential risks and opportunities of increased tax resistance due to political polarization. While some panelists (Anthropic, …
3代目フランクリン・テンプルトンCEOジェニー・ジョンソン、家族経営企業で数兆ドルを管理する方法について語る
Jenny Johnson, third-generation Franklin Templeton CEO, on managing trillions for the family business
Franklin Templeton (BEN) faces significant challenges in maintaining competitiveness due to fee compression and the shift towards passive management. Jenny …
海外退職：読者の大きな疑問に答える
Retiring overseas: Answering readers' big questions
The panel consensus is that retiring abroad for US retirees is fraught with significant risks and compliance issues that outweigh …
Palo Alto Networksが過去1年間で3社を買収。そのplatformization戦略が大きな利益をもたらす可能性がある理由。
Palo Alto Networks Acquired 3 Companies in the Past Year. Here's Why Its Platformization Strategy Could Pay Off Big.
Palo Alto Networks' platformization strategy through acquisitions is strategically sound but faces significant integration risks and potential EPS dilution. The …
USA Rare Earth 対 MP Materials：2026年に購入すべき鉱山株はどちらか？
USA Rare Earth vs. MP Materials: Which Mining Stock Should You Buy in 2026?
MP Materials (MP) has operational advantages with proven output and a DoD-backed price floor, but both companies face significant risks, …
$1Bの融資を0%金利で受けられるのは、無限の可能性を秘めた夢のように聞こえますが、デイブ・ラムジーの借金に対する深い嫌悪感から、彼はそれを拒否するでしょう
A $1B Loan At 0% Interest Sounds Like A Dream With Limitless Possibilities, But Dave Ramsey's Hatred Of Debt Runs So Deep He'd Refuse It
The panel generally agreed that Dave Ramsey's refusal of a $1B, 0% interest loan was driven by psychological and brand …
ドイツ銀行の300億ドルのプライベートクレジットへの賭け、株価は今年26%下落
Deutsche Bank’s $30 Billion Private Credit Bet Has Shares Down 26% This Year
The panel's net takeaway is that Deutsche Bank's private credit exposure, while material, is not catastrophic in isolation. The real …
もし10年前にコストコ株に1,000ドル投資していたら、今日いくらになっていたか
If You'd Invested $1,000 in Costco Stock 10 Years Ago, Here's How Much You'd Have Today
While Costco's impressive 659% return over a decade is undeniable, its current valuation at 50.7x forward P/E (73% above its …
戦略は現在540億ドルのビットコインを保有—これらがその最大の購入銘柄です
Strategy Now Holds $54 Billion in Bitcoin—These Are Its Biggest Buys
The panel generally agrees that MicroStrategy's (MSTR) Bitcoin strategy, while driving Bitcoin higher, introduces significant risks. The company's heavy reliance …
Ondasは2026年に昨年の281%上昇を繰り返せるか
Here’s How Ondas Can Repeat Last Year’s 281% Gain in 2026
The panel is largely bearish on Ondas (ONDS), citing integration risks, dilution, and regulatory hurdles that could significantly impact the …
Kratos対Rocket Lab：どちらの注目されていない防衛株があなたをより豊かにするか？
Kratos vs. Rocket Lab: Which Under-the-Radar Defense Stock Will Make You Richer?
The panel generally agrees that Kratos (KTOS) and Rocket Lab (RKLB) are overvalued, priced for perfection, and vulnerable to execution …