株式市場ニュース
最新の金融ニュース · 更新 7月 13, 2026
Voya Financial、全3事業セグメントで利益を伸ばす
Voya Financial Grows Earnings Across All 3 Business Segments
The panel has a mixed view on Voya, with concerns about interest rate sensitivity, earnings volatility, and anemic retirement net …
Roblox vs. GameStop: 2026年に買うべきゲーム株はどちらか？
Roblox vs. GameStop: Which Gaming Stock Is a Better Buy in 2026?
The panelists generally agree that while Roblox (RBLX) has impressive growth, its high debt-to-equity ratio, heavy stock-based compensation, and platform …
トランプ大統領の医薬品価格政策は医薬品メーカーの利益を悪化させる可能性があります。製薬株を売るべき時でしょうか？
President Trump's Drug Pricing Policies Could Hurt Drugmakers' Profits. Time to Sell Pharma Stocks?
The panel consensus is bearish, with key risks including accelerated pipeline prioritization towards non-US markets due to MFN, potential margin …
注目すべき火曜日のオプション取引：OKTA、AMD、MRVL
Notable Tuesday Option Activity: OKTA, AMD, MRVL
The panel discusses unusually high long-dated call volume on AMD and MRVL, with varying interpretations ranging from institutional positioning for …
特筆すべき火曜日のオプション取引：UNP、ZS、ANF
Noteworthy Tuesday Option Activity: UNP, ZS, ANF
The panel is divided on the interpretation of high-volume, long-dated call options in ZS and ANF. While some see it …
注目すべき火曜日のオプション取引：CPRI、MSTR、DKS
Notable Tuesday Option Activity: CPRI, MSTR, DKS
The panel discusses unusual options activity in MSTR and DKS, with long-dated strikes suggesting positioning for sustained moves. However, the …
米国政府、量子コンピューティング企業9社に20億ドルを出資。投資家にとっての意味とは。
The U.S. Government Just Bet $2 Billion on 9 Quantum Computing Companies. Here's What It Means for Investors.
The panelists generally agree that the recent CHIPS Act awards, while signaling policy support, do not represent near-term earnings catalysts …
Nvidiaは全ての評価を受けているが、これらの4社は静かに7250億ドルのAI構築を取り込んでいる。
Nvidia Gets All the Credit, but These 4 Stocks Are Quietly Capturing the $725 Billion AI Buildout
The panel is bearish on the long-term prospects of AI hardware providers due to power constraints, geopolitical risks, and overinflated …
OpenAIは次にIntuitを狙うのか？
Is OpenAI Coming for Intuit Next?
The panel is mixed on the impact of OpenAI's ChatGPT finance dashboard on Intuit's TurboTax. While some see it as …
スターバックスのブライアン・ニッコル氏によるAIへの賭けは失敗に終わった。立て直しはまだ順調か？
Brian Niccol's AI Bet at Starbucks Just Failed. Is the Turnaround Still on Track?
Despite recent success, Starbucks' reliance on labor-intensive model and repeated tech failures pose significant risks to long-term margin expansion, particularly …
郵便局ホライズン事件の捜査、追加資金なしでは5年の遅延に直面
Inquiry into Post Office Horizon scandal faces five-year delay without extra funding
The panel consensus is bearish, highlighting the risk of prolonged uncertainty and reputational damage for Fujitsu due to the £16.5m …
イーロン・マスク、アメリカン航空をスターリンクファミリーに歓迎
Elon Musk Welcomes American Airlines To The Starlink Family
The panel is largely bearish on American Airlines' Starlink rollout, citing distant timeline, execution risks, and potential compression of airline …