株式市場ニュース
最新の金融ニュース · 更新 7月 13, 2026
パイパー・サンドラー：ホルムズ海峡は数ヶ月閉鎖、原油は新高値へ
Piper Sandler says Strait of Hormuz to remain closed for months and oil to hit new highs
The panel generally agrees that Piper Sandler's bearish view on a prolonged Strait of Hormuz closure is overstated, with most …
Investec、アイルランドの銀行免許を申請 – 報道
Investec applies for Ireland banking permit – report
Investec's pursuit of an Irish banking license is seen as a necessary move to maintain access to European clients post-Brexit, …
63歳で120万ドル貯金、住宅ローンが残っている場合、退職後の生活はこうなる
If You Have $1.2 Million Saved at 63 and a Mortgage Still on the Books, Here Is What Retirement Actually Looks Like
The panel consensus is that keeping the $185k mortgage is risky due to sequence-of-returns risk, longevity risk, and the fragility …
BofAのVivek Arya氏は、エージェンティックAIが「前例のない」チップサイクルを牽引し、Nvidiaを350ドルと予測
BofA’s Vivek Arya Sees Nvidia at $350 as Agentic AI Drives an “Unprecedented” Chip Cycle
The panelists debate the sustainability of NVIDIA's growth and margins, with concerns around execution risks, China revenue volatility, competition, and …
ウォール街のアナリストは、Expand Energy株が上昇するか沈むかを予測していますか？
Are Wall Street Analysts Predicting Expand Energy Stock Will Climb or Sink?
The panelists generally agree that EXE's recent performance and future prospects are concerning, with the stock underperforming peers despite a …
アトモス・エナジー株について、ウォール街は強気か弱気か？
Is Wall Street Bullish or Bearish on Atmos Energy Stock?
Despite solid EPS growth and raised guidance, Atmos Energy's (ATO) stock faces headwinds due to regulatory risks, particularly capex inflation …
決算発表後のマーベル株の値動き予想
Here's How Much Marvell Stock Is Expected to Move After Earnings
The panel's net takeaway is that Marvell's current price reflects high optimism, with significant risks around customer concentration, margin compression, …
ウォール街のアナリストはインスレット株に強気か？
Are Wall Street Analysts Bullish on Insulet Stock?
The panel is bearish on PODD, citing GLP-1 competition, reimbursement risks, and potential margin compression from international expansion.
ウォール街のアナリストはユニバーサル・ヘルス・サービシズの株を好んでいるか？
Do Wall Street Analysts Like Universal Health Services Stock?
The panel's net takeaway is that UHS's recent underperformance and high valuation are concerning, with significant risks from labor costs, …
ウォール街のアナリストはAvalonBay Communitiesの株を好んでいるか？
Do Wall Street Analysts Like AvalonBay Communities Stock?
The panel consensus is bearish on AvalonBay (AVB), citing structural headwinds in high-end multifamily demand, repeated revenue and AFFO misses, …
SpaceX は「お金の炉」と元ヘッジファンドマネージャーが発言、提出書類によると四半期損失は43億ドル
SpaceX Is A 'Money Furnace,' Former Hedge Fund Manager Says As Filing Reveals $4.3 Billion Quarterly Loss
The panel consensus is bearish on SpaceX's IPO, citing high burn rates, unproven orbital economics, and potential stranded asset risks …
シンシナティ・ファイナンシャル株：アナリストの予想とレーティング
Cincinnati Financial Stock: Analyst Estimates & Ratings
Despite solid Q1 EPS and revenue growth, panelists express concern about CINF's exposure to rising catastrophe losses, claims inflation, and …