株式市場ニュース
最新の金融ニュース · 更新 5月 24, 2026
スワーマーの上場後爆発的な上昇について考えていますか？投資家が知っておくべき3つのこと。
Thinking About Buying Swarmer After Its Explosive IPO? Here Are 3 Things Investors Need to Know.
The panel consensus is overwhelmingly bearish on Swarmer (SWMR), citing microscopic revenues, widening losses, geopolitical risks, and lack of U.S. …
フォード対フェラーリ：どちらの工業株が優れているか
Better Industrial Stock: Ford vs. Ferrari
The panelists generally agreed that Ferrari's high valuation (29.6x forward P/E) makes it vulnerable to multiple compression, while Ford's lower …
NebiusはNVIDIAと提携し、VC支援プログラムを通じてAIスタートアップのエンタープライズ導入を加速
Nebius Teams Up With NVIDIA To Fast-Track AI Startups Into Enterprise Adoption With VC-Backed Program
Nebius' Enterprise Readiness Initiative is a high-risk, high-reward strategy. While it has secured a massive deal with Meta, the program's …
人工知能株は本当に今買うべきか？ 証拠が積み上がっており、それが何を語っているのか。
Should You Really Buy Artificial Intelligence Stocks Right Now? Evidence is Piling Up and Here's What it Says.
Panelists agree that while AI demand is real, high valuations and unproven ROI on AI capex pose significant challenges. Energy …
原油価格の変動が続く中、投資家が知っておくべき重要なリマインダー2つ
2 Important Reminders for Investors as Crude Oil's Price Remains Volatile
The panelists agree that while integrated majors and fee-based midstream companies like XOM and EPD can blunt commodity swings, they …
Planet Labs PBC 第4四半期 決算コール ハイライト
Planet Labs PBC Q4 Earnings Call Highlights
Planet Labs shows strong operational growth with $852M RPO, five consecutive profitable quarters, and $53M FCF, but FY2027 guidance deceleration …
クアルコム株が配当を増額、QCOM株は買いか？
As Qualcomm Stock Raises Its Dividend, Is QCOM Stock a Buy?
Panelists generally agree that Qualcomm's dividend raise and buyback signal defensive capital allocation rather than confidence in future growth, with …
Greystone Housing Impact Investors Q4 業績説明会 ハイライト
Greystone Housing Impact Investors Q4 Earnings Call Highlights
GHI's pivot to tax-exempt MRBs is promising, but execution risks, particularly around distressed South Carolina properties and JV equity exits, …
北京が世界中の重要鉱物を確保するために120億ドルを投下
Beijing Spends $120 Billion to Lock Down Critical Minerals Worldwide
The panel consensus is bearish, with a focus on China's strategic vertical integration in battery and rare-earth supply chains, which …
Planet Labs PBC 2026年第4四半期 決算コール サマリー
Planet Labs PBC Q4 2026 Earnings Call Summary
Planet Labs delivered strong operational results with $308M revenue and first full-year adjusted EBITDA profitability, driven by a 50% surge …
AlphaTONはWeb3ゲームプラットフォームGAMEEに60%の株式を取得
AlphaTON Buys 60% Stake In Web3 Gaming Platform GAMEE
The acquisition of GAMEE by AlphaTON is seen as a strategic move to gain a large user base and deeper …
Scholastic Corporation Q3 2026 決算コール サマリー
Scholastic Corporation Q3 2026 Earnings Call Summary
Scholastic's (SCHL) recent financial moves, including a $400M sale-leaseback and a $300M buyback, have improved liquidity but mask underlying operational …