株式市場ニュース

ジム・クレイマー氏「キャンベル社は誰も好きではない」と発言

Jim Cramer Says “No One Likes Campbell’s”

The panel is divided on Campbell Soup (CPB) with valid arguments on both sides. Bulls see a beaten-down value opportunity …

デービッド・テッパーのAppaloosa、株価下落を受けてウォールプール株117百万ドル分を売却

David Tepper's Appaloosa Unloads $117 Million of Whirlpool Shares Amid Stock's Decline

The panel consensus is bearish on Whirlpool (WHR), citing high debt levels, thin interest coverage, and potential structural decline in …

アカディア・ヘルスケア・カンパニー、インク（ACHC）は今買うべき銘柄か？

Is Acadia Healthcare Company, Inc. (ACHC) A Good Stock To Buy Now?

Acadia Healthcare (ACHC) is trading at a significant discount (6x forward EBITDA vs. 11x historical average) with a forward P/E …

木曜日にトウモロコシが高値で推移

Corn Holding Higher on Thursday

The panel is bearish on corn futures, citing weak demand, high global stocks, and expectations of ample supply from Brazil's …

木曜日の綿花が弱気を示している

Cotton Showing Weakness on Thursday

Cotton futures are bearish due to weak export sales and shipments, despite new-crop sales hitting a marketing-year high. The physical …

クーパン、Inc. (CPNG) は今買うのに良い株ですか？

Is Coupang, Inc. (CPNG) A Good Stock To Buy Now?

Coupang's Korean core business is strong, but international expansion, particularly in Taiwan, is a significant drag on cash flow. The …

マイクロンが4%下落：NVIDIAのHBMサプライヤーが記録的な結果を発表したが、なぜ下落しているのか？

Micron Slips 4%: NVIDIA’s HBM Supplier Just Posted Record Results, So Why Is It Falling?

Panelists generally agree that Micron's recent earnings were impressive but the stock's valuation is stretched, with forward P/E of 24x …

ジム・クレイマー、ウィリアムズ・ソノマの決算後の下落を「興味深い」と評価

Jim Cramer Calls Williams-Sonoma’s Post-Earnings Pullback “Intriguing”

The panel consensus is bearish on Williams-Sonoma (WSM) due to potential inventory issues, tariff-related margin squeeze, and weak consumer discretionary …

ジム・クレイマー氏、Armは常にNVIDIAと密接な関係にあり、さらに強まると考える

Jim Cramer Says “Arm’s Always Been Tight With NVIDIA, I Think It Gets Tighter”

The panelists generally agree that ARM's valuation is high and may be a trap, given its dependence on NVIDIA synergy …

ジム・クレイマー、ジョンソン・エンド・ジョンソンについて語る：「もっと上がるべきだったが、スタグフレーション理論に逆らうのがいかに難しいかを示している」

Jim Cramer on Johnson & Johnson: “It Should Have Gone Higher, But It Just Shows You How Hard It Is to Buck Stagflation Theories”

The panelists agree that JNJ's recent performance is not solely due to market irrationality or geopolitical relief, but rather a …

Global-E Online Ltd. (GLBE)は今買うべき銘柄か？

Is Global-E Online Ltd. (GLBE) A Good Stock To Buy Now?

GLBE shows strong operational momentum but faces risks such as high valuation, take-rate compression, and reliance on Shopify. The panel …

Jim Cramer on Dell Technologies: “I Call It the Customer’s Most Sought-After Technology and One of the Most Undervalued Stocks in the Market”

Dell's recent performance and role in NVIDIA's AI infrastructure have sparked debate among panelists. While some see potential in Dell's …