株式市場ニュース

上院、再びトランプ氏のイラン戦争権限を制限する試みを却下

Senate Again Rejects Effort to Restrict Trump's Iran War Powers

The panel agrees that the conflict is driving significant economic consequences, with oil prices surging and potential supply disruptions. However, …

米国と日本は400億ドルの原子力合意を発表、トランプ氏が不格好な真珠湾ジョークを言う

US-Japan Announce $40 Billion Nuclear Deal; Trump Cracks Awkward Pearl Harbor Joke

The panel's discussion highlights significant risks and uncertainties surrounding the $40B SMR commitment, including unallocated funds, regulatory timelines, and supply …

イラン石油輸出が急増、ベセント氏が海上にあるイラン石油に対する制裁解除を提案

Iran Oil Exports Soar As Bessent Floats Unsanctioning Iranian Oil Already-At-Sea

The panel agrees that unsanctioning 140 million barrels of Iranian oil is unlikely to provide long-term relief to energy prices …

BABA 株が 6 か月で最大の暴落。純利益の急落が AI の進展を覆す。

BABA Shares Crash Most In Six Months As Net Income Plunge Overshadows AI Progress

Alibaba's aggressive expansion into cloud and AI is straining profitability, with no clear path to monetization. The company is sacrificing …

WTI Crude Bursts Back Above $100 After US Export Ban Hopes Crushed

The panel agrees that the White House ruling out an export ban is bullish for WTI in the short term, …

CBS ニュース調査、L.A. カウンティにおける大規模なメディケア ホスピス詐欺を暴露

CBS News Investigation Uncovers Massive Medicare Hospice Fraud In L.A. County

The panel agrees that the hospice industry, particularly in California, faces significant fraud issues, with weak CMS oversight and perverse …

MMT と オーストリア経済学：赤字、戦争、そして 市場

MMT Vs Austrian Economics: Deficits, War, & Markets

The panel consensus is that both MMT and Austrian schools of thought have limitations in predicting inflation, with supply shocks …

Another Depraved Leftist: Many Such Cases...

The discussion highlights operational and reputational risks for the public education sector due to high-profile arrests of educators and activists, …

米国 新築住宅販売 13年間で最大の落ち込み 1月に

US New Home Sales Collapse By Most In 13 Years In January

The panel unanimously agrees that the 17.6% MoM collapse in new home sales signals genuine demand destruction, likely driven by …

GE Vernova は今日できる最も賢い投資ですか？

Is GE Vernova the Smartest Investment You Can Make Today?

The panel has mixed views on GE Vernova (GEV). While some appreciate its $150 billion backlog and growth potential, others …

Escalate To Immolate?

The panel agrees that the energy market is pricing in some disruption but not a 1970s-style embargo cascade. The real …

カナダ株、中東の緊張激化で急落

Canadian Stocks Tumble Amid Escalating Tensions In Middle East

The panel discusses the market reaction to geopolitical risks, with a majority agreeing that the drop in precious metals and …