株式市場ニュース

Super Micro Co-Founder Arrested In Alleged $2.5 Billion Nvidia Chip Smuggling Scheme

The panel consensus is that the indictment of Super Micro's co-founder poses a significant risk to the company's survival, with …

Wedbush は Micron の株価目標を 3 月 18 日前に 56% 引き上げました。今購入すべきでしょうか？

Wedbush Just Raised Its Price Target on Micron Stock by 56% Ahead of March 18. Should You Buy It Now?

The panel consensus is bearish on Micron's (MU) current valuation, with key concerns being its low market share in high-margin …

NASA は Boeing の月面ミッションにおける役割を縮小させるとともに、SpaceX に主要なロケットの責任を委託する可能性があります。

NASA May Shrink Boeing's Moon-Mission Role While Handing SpaceX Core Rocket Responsibilities

NASA's shift from SLS to Starship for crew transport is risky due to Starship's lack of human-rating certification and flight …

なぜマスターカード（MA）が現在、Redditによると投資するのに最適な倫理的な企業の一つなのか

Why Mastercard (MA) is One of the Best Ethical Companies to Invest in Now According to Reddit

Mastercard's acquisition of BVNK for $1.8B is strategically significant as it bolsters stablecoin infrastructure and positions the company to capture …

ミネソタ州監査：州機関が「誤って」自閉症サービスにおけるリベート調査を阻止

Minnesota Audit: State Agency 'Accidentally' Blocked Kickback Investigation Into Autism Services

The panel generally agrees that the Minnesota autism-services program exhibits signs of mismanagement and potential fraud, with real fiscal consequences …

TD Cowen Lifts PT on Micron Technology (MU) to $500 From $450 – Here’s Why

The panelists have mixed views on Micron's (MU) future, with some flagging potential overvaluation and others seeing opportunities in the …

オバマ判事がアーカンソー州の教室での十戒を違憲と判断

Obama Judge Strikes Down Ten Commandments In Arkansas Classrooms

The panel agrees that the recent ruling on Ten Commandments displays in schools creates legal and political uncertainty, with potential …

バイオテクノロジーが復活する理由：IBTポートフォリオマネージャーの見解

Why biotech is back: IBT portfolio manager’s view

The panel is divided on the outlook for IBT's performance, with concerns around deal structures, cost of failure, and interest …

ServiceNow (NOW) は BNP Paribas によって中立からアウトパフォームに格上げ – その理由はこちら

ServiceNow (NOW) Gets Upgraded to Outperform From Neutral by BNP Paribas – Here’s Why

Panelists generally view the Carahsoft partnership as a positive but incremental development for ServiceNow, with distribution benefits offset by potential …

US Fast-Tracks Billions In 'Emergency' Arms Sales To Gulf, Bypassing Congress

The panel agrees that the $16B+ in emergency Gulf arms sales signals sustained defense needs in the region, benefiting contractors …

Salesforce (CRM) は、史上最大となる 250 億ドルの加速型自己株式買い戻し計画の開始を発表しました。

Salesforce (CRM) Announces Commencement of Largest-Ever $25 Billion Accelerated Share Repurchase

The panel is divided on Salesforce's $25B accelerated share repurchase (ASR). While some see it as a signal of management …

法定ドルを巡るこの騒動

All This Fuss About A Fiat Dollar

While the panel agrees that the USD's reserve currency status provides resilience, they also highlight risks such as domestic purchasing …