株式市場ニュース
最新の金融ニュース · 更新 5月 24, 2026
CoreWeave 株価予測: CRWV 株を買うべきか、売るべきか、保有すべきか
CoreWeave Stock Forecast: Should You Buy, Sell, or Hold CRWV Stock?
CoreWeave's impressive growth and backlog are tempered by significant execution risks, including customer concentration, capital intensity, and potential margin compression …
フェデックス、好決算を受け再びガイダンスを引き上げ
FedEx raises guidance again after strong earnings beat
FedEx delivered a strong quarter with a significant EPS beat and revenue growth, driven by its Express segment. However, the …
サノコはもはやガソリンスタンド会社ではない
Sunoco Is No Longer Just a Gas Station Company
Sunoco's (SUN) aggressive expansion via acquisitions has significantly increased its debt load and execution risk, with integration challenges and potential …
ホルムズ海峡の供給停止でエネルギー独立の神話が暴かれる
Global Supply Shock Exposes the Myth of Energy Independence
The panelists agree that the Hormuz closure and Qatar shutdown will cause short-term supply disruptions and price spikes, but they …
木曜日のラリーでトウモロコシは先週の高値に迫る
Corn Nears Last Weeks High on Thursday’s Rally
The panel is largely bearish on corn futures, with concerns about weak demand, persistent supply overhang, and the risk of …
木曜日に綿花価格が下落
Cotton Falls Back on Thursday
The panel is divided on the interpretation of recent cotton market data, with some attributing the price drop to profit-taking …
Uber、Rivianが1.25億ドルで合意 米国の街に数千台のロボットタクシーを投入
Uber, Rivian ink $1.25B deal to put thousands of robotaxis on US streets
The panel has a mixed view on the Uber-Rivian deal, with concerns about execution risks, regulatory hurdles, and unit economics, …
デイリーETFフロー：IVVがトップ
Daily ETF Flows: IVV On Top
While there's consensus on significant inflows into US Equity ETFs, particularly IVV, the interpretation of bond outflows and their implications …
Cheniere Energy 株は、ホルムズ海峡の rally により、買われすぎ水準に達する。 ここで LNG を購入するには遅すぎるのか？
Cheniere Energy Stock Enters Overbought Territory on Strait of Hormuz Rally. Is It Too Late to Buy LNG Here?
The panel is divided on Cheniere's (LNG) outlook, with concerns about the duration of Ras Laffan's outage and potential supply …
Geminiの収益は1億8000万ドルに成長したが、2025年の損失は5億8300万ドルに急増
Gemini Revenue Grows To $180 Million But Losses Balloon To $583 Million In 2025
Panelists universally agree that Gemini's current financial situation is unsustainable, with high losses and burn rates, and a cash runway …
CFインダストリーズ株はダウ平均をアウトパフォームしているか？
Is CF Industries Stock Outperforming the Dow?
CF Industries' recent performance is impressive, but analysts' 'Hold' consensus suggests potential mean reversion due to cyclicality and reliance on …
インフレに強い、永久保有すべき株式1選
1 Inflation-Resistant Stock to Buy and Hold Forever
Visa (V) benefits from inflation due to percentage-based fees but faces significant regulatory risks, particularly around interchange fees. Its high …