株式市場ニュース
最新の金融ニュース · 更新 5月 24, 2026
Monday.com (MNDY) は、予想を上回る売上高と利益を計上したにもかかわらず、株価が下落した。
Monday.com (MNDY) Sold Off Despite Beating Top and Bottom Line Expectations
The panelists agree that MNDY's recent 71% drawdown is primarily due to the market's reaction to the company's Q4 guidance, …
このエネルギーショックが15年前のものと異なる理由の一つ
One Reason This Energy Shock Is Not Like The One 15-Years Ago
The panel consensus is bearish, with all participants agreeing that a sustained increase in oil prices, driven by geopolitical tensions, …
コスタリカ大統領、キューバ体制との外交関係を断絶
Costa Rica's President Cuts Off Diplomatic Ties With Cuban Regime
Costa Rica's diplomatic break with Cuba signals President Chaves' push for U.S. alignment, potentially boosting regional security spending and U.S. …
レイチェル・リーブスとEUに関するガーディアンの意見：正しい志は時代遅れのレッドラインによって阻まれている | 編集部
The Guardian view on Rachel Reeves and the EU: the right ambition is held back by outdated red lines | Editorial
The panel generally agrees that Labour's 'securonomics' and EU alignment strategy, while rhetorically refreshing, lacks concrete details and faces significant …
米国LNG輸出ターミナルは「最大に近い稼働」で、中東のエネルギーインフラは混乱に陥る
US LNG Export Terminals "Running Near Maximum" As MidEast Energy Infra Descends Into Chaos
The panel's net takeaway is that while US LNG exporters could see margin expansion due to Qatar's outages, the market …
5億ドルのスタートアップのCEOは、かつてビジネスを成長させるために「近道」を取ったが、「警報が鳴り響いた」：変化がなければ、「会社は存在しなかっただろう」
CEO of $5B startup once took 'shortcuts' to grow business—until 'alarm bells' went off: Without change, we wouldn't 'have a company'
Faire's pivot to unit economics and profitability is promising but faces significant challenges, including competition, market headwinds, and unverified financials. …
166ドル/バレル？中東の原油が手がかり、イラン戦争が長引けば価格が向かう先を示す
$166 a barrel? Middle East oil gives clue to where all prices could be headed if Iran war drags on
The panel agrees that the closure of the Strait of Hormuz is causing a localized supply shock in the Gulf, …
フェデックス、上期・下期ともに予想を上回り、好調な業績でガイダンスを引き上げ
FedEx beats on top and bottom lines, raises guidance on strong performance
FDX's Q3 beat and FY26 guidance raise signal operational momentum and margin recovery, driven by pricing, mix, and automation/AI gains. …
グーグルが「バイブデザイン」製品をリリースした後、フィグマの株価が2日間で11%下落
Figma's stock drops 11% in two days after Google releases 'vibe design' product
The panel agrees that Figma's recent 11% drop was an overreaction to Google's Stitch beta, but there's a consensus risk …
イランによる肥料不足、中間選挙前の農業州で共和党を脅かす
Iran-induced fertilizer shortage threatens Republicans in farm states ahead of midterms
The panel agrees that the fertilizer market is facing significant short-term price volatility and margin compression due to geopolitical factors, …
コラム：ジェンスン・ファンは新しいチップを必要としない。彼が必要なのは新しい堀だ。
Column: Jensen Huang doesn’t need a new chip. He needs a new moat.
The panel is divided on Nvidia's NemoClaw strategy. While some see it as a defensive play to create dependency on …
Nvidia GTC 2026 ディールから利益を得る可能性のある3つのテック株
3 Tech Stocks That Could Profit from Nvidia GTC 2026 Deals
The panelists agree that Nvidia's GTC 2026 announcements have significant implications, but they differ in their assessments of the risks …