株式市場ニュース

トップ2の必需品株を今すぐ購入すべき理由

The Top 2 Consumer Staples Stocks to Buy Right Now

The panel consensus is bearish on ADM and HSY, citing policy risks, margin compression, and limited upside despite attractive dividend …

アナリストはエントグリス（ENTG）に対し、2026年の株価の強い勢いの中で好意的

Analysts Constructive on Entegris (ENTG) Amid Strong 2026 Share Price Momentum

Entegris (ENTG) has seen a significant rally YTD, but analysts express concerns about customer concentration, debt load, and the sustainability …

予測：2026年末までにNvidiaの株価はいくらになるか

Prediction: This Will Be Nvidia's Stock Price by the End of 2026

The panel consensus is neutral, with concerns raised about the sustainability of Nvidia's growth, potential margin compression, and supply-side constraints, …

Financial stocks on pace for worst first quarter since 2020 as private credit cracks flash 'yellow warning'

The panel agrees that the 11% decline in XLF is not just a sector-specific rotation, but a sign of increasing …

Supermicroの共同創業者、中国への25億ドルのGPU密輸の疑いで逮捕

Supermicro’s cofounder was just arrested for allegedly smuggling $2.5 billion in GPUs to China

The arrest of co-founder Yih-Shyan 'Wally' Liaw for a $2.5B GPU smuggling scheme has dealt a severe blow to Supermicro's …

AXT Inc. (AXTI) 最高値に急騰 1四半期末で楽観的な状況

AXT Inc. (AXTI) Soars to All-Time High Firm Upbeat as Q1 Ends

The panel is divided on AXTI's recent 19% surge, with concerns about lack of specific growth details, potential margin compression, …

Vermilion (VET) は LNG 価格の急騰により 2 年ぶりの高値を記録

Vermilion (VET) Hits 2-Year High on LNG Price Spike

The panel consensus is bearish on Vermilion Energy (VET), citing a lack of sustained geopolitical impact, high debt profile, and …

トップ2のAI成長株：Nvidiaの最新の売り出し後、購入すべき

Top 2 AI Growth Stocks to Buy After Nvidia's Latest Sell-Off

The panel unanimously agrees that SOUN and RIVN are overhyped and not undervalued, with significant execution risks and competition from …

米国は、供給圧力を緩和しようと、海上でのイランの石油に対する制裁を解除しました。

US lifts sanctions on Iranian oil at sea in bid to ease supply pressures

The panel largely agrees that the US Treasury's waiver allowing the release of 140 million barrels of Iranian oil is …

Erasca (ERAS) は 13% 増加; YTD は 310% 増加

Erasca (ERAS) Adds 13%; Soars 310% YTD

The panel has a bearish stance on ERAS (Erasca) due to high expectations priced into the stock, lack of safety …

マスク氏、Twitter投資家が株価暴落した責任を裁判所が認める

Musk responsible for Twitter investors’ stock dropping when he bought company, jury rules

Musk found liable on 2 out of 4 fraud claims, with damages yet to be determined. The 'scheme to defraud' …

Tower Semiconductor (TSEM) は、新たな取引によりAIを強化することで25年ぶりの高値を記録

Tower Semiconductor (TSEM) Soars to 25-Year High on New Deal to Bolster AI

The panel is divided on Tower Semiconductor's (TSEM) recent 17% surge following a partnership with Oriole Networks. While some see …