株式市場ニュース
最新の金融ニュース · 更新 7月 13, 2026
ウォールストリートはCoreWeave株を再び活性化し、長期的な需要が助けている。
Wall Street Is Warming Back Up to CoreWeave Stock. Long-Term Demand Is Helping.
The panel consensus is bearish on CoreWeave (CRWV), citing high customer concentration, potential margin compression due to pricing power asymmetry, …
ダーウェイ副社長ソフィー・アメス氏が437,000ドル相当の株を売却：QBTS株が一夜にして注目される
D-Wave Vice President Sophie Ames Sells $437,000 Worth Of Shares: QBTS Stock Is Trending Overnight
The panel consensus is bearish on QBTS (D-Wave) due to high cash burn, unproven commercial scalability, and uncertainty around CHIPS …
2036年に開くタイムカプセルに入れたいAI株、1社
The 1 AI Stock I'd Put in a Time Capsule and Open in 2036
The panel consensus is bearish on Absci (ABSI), citing high dilution risk due to repeated equity raises, uncertain timeline compression …
このAI株は3年間「割高」とされてきた。弱気派は負け続けている。
This AI Stock Has Been Called Overvalued for 3 Years. The Bears Keep Losing.
The panel discussion on Nvidia's valuation and growth prospects is mixed, with concerns about hyperscaler capex cycles, power constraints, and …
日本の市場が著しく下落
Japanese Market Notably Lower
The panel agrees that the Nikkei's drop is primarily driven by growth concerns and yen strength, rather than banking contagion …
世界的な石油在庫が11年ぶりの低水準、さらに悪化。投資家は今どこに目を向けるべきか。
Global Oil Inventories Are at an 11-Year Low and Getting Worse. Here's Where Investors Should Look Now.
The panel consensus is bearish on midstream names like EPD and ENB, with key risks including volume drops due to …
マスク氏：SpaceXはAnthropicとの取引後、より多くのAIコンピューティング顧客を積極的に求めている
Musk: SpaceX Is Actively Seeking More AI Compute Customers, After Anthropic Deal
The panelists agree that xAI's high utilization rates and customer retention are crucial for its success, with significant risks around …
Bloomエネルギー株がさらに上昇する可能性がある。なぜか？
Bloom Energy Stock Could Continue Rising. Here’s Why.
The panel is largely bearish on Bloom Energy (BE), citing concerns about operating losses, capital intensity, execution risks, and unproven …
ウォルマート、燃料費の1億7500万ドル負担で顧客保護 — 今後はインフレを警告
Walmart Eats $175 Million Fuel Cost Hit To Protect Shoppers—Now It's Warning Of Inflation Ahead
Walmart's decision to absorb $175M in fuel costs to maintain market share and grow e-commerce is a double-edged sword. While …
トランプのブルマーケットがレコード高値に達し、信頼が1970年代の低水準にまで下がった：何かが変わらなければならない
Trump’s Bull Market at Record Highs, Confidence at 1970s Lows: Something Has To Give
The panel agrees that the divergence between consumer sentiment and equity performance is a significant concern, with most participants expecting …
ロシア、IPアドレスを含む暗号マイニング登録要件を拡張
Russia Expands Crypto Mining Registry Requirements to Include IP Addresses
Russia's new IP-address mandate for the Federal Tax Service mining registry is a regulatory tightening that primarily raises compliance costs …
Morgan StanleyがEli Lillyに巨大な信任票を投じた――そのすべてがMounjaroに関するもの
Eli Lilly Just Got a Huge Vote of Confidence From Morgan Stanley -- and It's All About Mounjaro
Panelists discuss Eli Lilly's (LLY) Mounjaro growth, with India sales resilience but limited revenue impact. Valuation at 38x forward P/E …