株式市場ニュース

大手銀行のウェルス部門、ジャニュス・ヘンダーソンにビクトリー・ディール拒否を要請

Big Banks’ Wealth Units Tell Janus Henderson to Reject Victory Deal

The panel is divided on Janus Henderson's (JHG) acquisition bid, with concerns raised about client pushback, distribution risks, and potential …

GLJリサーチ、ファースト・ソーラー（FSLR）の評価を「買い」から「ホールド」に引き下げ

GLJ Research Lowers First Solar, Inc. (FSLR) from Buy to Hold

The panel is largely bearish on First Solar (FSLR) due to near-term execution risks, policy uncertainty, and tariff headwinds. They …

モルガン・スタンレー、Array Technologies, Inc. (ARRY)のEqual Weight評価を維持

Morgan Stanley Maintains an Equal Weight Rating on Array Technologies, Inc. (ARRY)

The panel consensus is bearish due to ARRY's Q4 margin collapse, significant net loss, and questions surrounding the convertibility of …

銀行は年内にECBが利上げを3回行うと予想、元総裁はスタグフレーションは見られないと語る—しかし、まだ

Banks eye three ECB rate hikes this year as former Governor says he sees no stagflation — yet

The panel is divided on the ECB's rate hike prospects, with concerns about periphery spreads, fiscal risks, and potential market …

DAXは強いスタート後に後退、成長懸念が重し

DAX Retreats After Firm Start As Growth Concerns Weigh

The panel generally agrees that the DAX faces headwinds due to macroeconomic factors, with a risk of earnings compression in …

Is Plug Power Inc. (PLUG) Among the Goldman Sachs Solar and Green Energy Stocks: Top 10 Stock Picks?

The panel is largely bearish on Plug Power's (PLUG) pivot into the data center power market via PJM Interconnection, citing …

プレステージ・コンシューマー・ヘルスケアはBreathe Rightブランドを買収する

Prestige Consumer Healthcare To Acquire Breathe Right Brand

PBH's acquisition of Breathe Right is seen as expensive, with a potential defensive premium and reliance on synergies to offset …

ドイツ銀行はクリアウェイ・エナジー、インク（CWEN）に対して強気

Deutsche Bank is Bullish on Clearway Energy, Inc. (CWEN)

While Clearway Energy (CWEN) exceeded guidance and has a significant pipeline, including 2 GW of data-center contracts, there are concerns …

Nvidiaはミリオンダラーを生み出した。この人工知能（AI）株が次にくるかもしれない。

Nvidia Made Millionaires. This Artificial Intelligence (AI) Stock Could Be Next.

The panelists generally agree that SoundHound AI (SOUN) has impressive revenue growth but face significant challenges, including intense competition from …

ベテラン金融家、ビットコインが7万1ドル付近で推移する中、暗号資産への20%配分を推奨

Veteran financier urges 20% crypto allocation as Bitcoin holds near $71K

The panel consensus is bearish, with key concerns being the potential reversal of Bitcoin's liquidity tailwind if the Fed holds …

NextEra Energy, Inc. (NEE) は、エネルギープロジェクトの資金調達のために20億ドルの株式ユニットを販売する計画です。

NextEra Energy, Inc. (NEE) Plans to Sell $2 billion in Equity Units to Fund Energy Projects

NextEra Energy Resources (NEER) is raising $2B in equity units to fund data center power projects, with a 1% premarket …

主要投資家たちがMPマテリアルズの株式を買い増しています。2026年以降も、この産業株が急騰する可能性がある理由はこちらです。

Major Investors Are Buying Up Shares of MP Materials. Here's Why the Industrial Stock Could Soar in 2026 and Beyond.

MP Materials' future prospects hinge on the successful execution of its 10X magnet facility and U.S. government intervention to prevent …