株式市場ニュース

アマゾンとUSPSの失敗した契約交渉がUPSとFedExに役立つ可能性はあるか？

Could Amazon and USPS' Failing Contract Negotiations Help UPS and FedEx?

The panel agrees that Amazon will increase its internal delivery capacity, but there's disagreement on the impact on legacy carriers …

NEPC、バンガード・トータル・コーポレート・ボンドETFでコーポレートボンドエクスポージャーを拡大

NEPC Expands Corporate Bond Exposure With Vanguard Total Corporate Bond ETF

NEPC's addition of $82M to VTC (5.85% of AUM) is likely a systematic rebalance or client inflow-driven move, not a …

この回復力のある配当株は今年市場を圧倒。買い時か？

This Resilient Dividend Stock Is Crushing the Market This Year. Time to Buy?

Waste Management's high valuation (34x P/E) is a major concern, with risks including Stericycle integration, cyclical nature of waste volumes, …

今すぐ買うべき2つの止まらない人工知能（AI）銘柄　1,000ドル未満

2 Unstoppable Artificial Intelligence (AI) Stocks to Buy Right Now for Less Than $1,000

While AI chip stocks like Broadcom (AVGO) and TSMC (TSM) show promising growth, panelists caution about capex cyclicality, concentration risks, …

Planet Labsの株価が本日急騰した理由

Why Planet Labs Stock Popped Today

Planet Labs showed strong revenue growth and a substantial backlog, but its path to sustainable profitability is uncertain due to …

IDFアイアンドーム運用員逮捕、イランへのスパイ容疑で起訴

IDF Iron Dome Operator Arrested, Charged With Spying For Iran

The arrest of an Iron Dome operator who sold static data to Iran raises significant concerns about the system's vulnerability …

スケープゴート：MeTooによって私が終わらせた一人の男のキャリア

The Scapegoat: How One Man's Career Was Ended By MeToo

The panel consensus is that the financial risk for non-profit cultural institutions lies in governance issues, with high-profile reporting of …

スーパーマイクロの共同創業者がNVIDIAの密輸罪で起訴されたため取締役会を辞任

Super Micro co-founder indicted on Nvidia smuggling charges leaves board

SMCI faces severe reputational damage, potential export control revocation, and significant fines due to illicit sales. The company's future depends …

イーロン・マスク氏、440億ドルの買収前にツイッター投資家を誤解させた、と陪審員が判断

Elon Musk misled Twitter investors ahead of $44 billion acquisition, jury says

The jury found Musk's tweets materially misleading, causing a share drop and potential $2.6B damages, but rejected a broader fraud …

ChatGPTの広告パイロットは業界を興奮させるが、内部関係者は遅い展開に苛立ち

ChatGPT's ad pilot has the industry excited, but some insiders are frustrated with the slow rollout

The panelists debated OpenAI's cautious ChatGPT ad rollout, with bullish views focusing on high-intent, premium brand partners and achievable ad …

Nvidia Stock Warning: How NVDA Could Plunge 30% from Here

The panelists generally agree that the article's geopolitical supply chain shock thesis is overblown, but they highlight potential risks such …

セルシウス・ホールディングス（CELH）は今買うべき銘柄か？

Is Celsius Holdings, Inc. (CELH) A Good Stock To Buy Now?

The panel's net takeaway is that Celsius' growth prospects are uncertain, with risks including potential margin compression, execution challenges in …