株式市場ニュース
最新の金融ニュース · 更新 7月 13, 2026
「研究されるべきだ」：RFKジュニアは「トランプ狂乱症候群は『現実のもの』だ」と発言
"It Should Be Studied": RFK Jr Says 'Trump Derangement Syndrome Is 'A Real Thing'
The panel discusses the potential market impact of RFK Jr.'s comments and Iran talks, with a focus on energy and …
配偶者の社会保障給付金、生活費調整（COLA）により2027年に重要な節目を超える可能性
Spousal Social Security Benefits Could Pass a Significant Milestone in 2027 Thanks to the Cost-of-Living Adjustment (COLA)
Despite the projected $1,000 milestone in spousal benefits, the panel consensus is bearish due to the risk of tax clawbacks …
Karooooo: フリート管理の強力な競争者で成長余地あり
Karooooo: A Strong Contender in Fleet Management with Room to Grow
Karooooo's growth story in fleet management SaaS is promising, but its high margins and switching costs may not be sustainable …
『Next Nvidia』取引？投資家が突然Advanced Micro Devices、Arm Holdings、およびMarvell Technologyを注視する理由
The 'Next Nvidia' Trade? Why Investors Are Suddenly Watching Advanced Micro Devices, Arm Holdings, and Marvell Technology
The panel consensus is that while AMD, ARM, and Marvell may gain share in inference workloads, the dominance of Nvidia's …
パラントIRの評価論争は終わりましたか？エージェンティックAI時代における86%の上昇を見る分析家がいます。
Is the Palantir Valuation Debate Over? Why Some Analysts See 86% Upside in the Agentic AI Era.
Palantir's high valuation (67x sales, 155x earnings) relies on aggressive growth and successful pivot to Agentic AI, but faces risks …
売却後、今すぐ購入すべきS&P 500銘柄トップ3
After the Sell-Off, Here Are the 3 Best S&P 500 Stocks to Buy Now
The panelists generally agree that HD, NKE, and CCL are not post-selloff bargains due to macro risks and valuation concerns, …
Discover クレジットカードは Capital One カードに変わろうとしています。投資家が考えているよりも、それが大きな意味を持つ可能性がある理由。
Discover Credit Cards Are About to Become Capital One Cards. Why That Could Be a Bigger Deal Than Investors Think.
The panel is divided on Capital One's acquisition of Discover. While some see potential in vertical integration and balance sheet …
6%プラスの配当利回りを持つ医療株：配当は安全か？
This Healthcare Stock With 6%-Plus Yield: Is the Dividend Safe?
The panel consensus is that Pfizer's 6.6% yield is unsustainable due to the looming patent cliffs for Eliquis and Vyndaqel …
政府は年末までに16歳未満のソーシャルメディア規制を導入すると約束
Government vows to bring in under-16 social media restrictions by end of year
The panel consensus is bearish, expecting regulatory risks and uneven enforcement from UK's under-16 social media restrictions by year-end. Key …
カスタード味の果実の台頭
The rise of the fruit that tastes like custard
The panel is divided on the custard apple export opportunity. While some see potential in high-yield hybrids and processed pulp, …
ジョンソン・アンド・ジョンソンが今日の市場で最も賢明なディビデンドキングになるかもしれない理由
Why Johnson & Johnson Might Be the Smartest Dividend King to Buy in Today's Market
The panelists generally agree that while Johnson & Johnson offers defensive characteristics and a growing dividend, its current premium valuation, …
ボア・オブ・アメリカがスペースXとオープンAIのIPOに赤信号を上げる
BofA raises red flag on SpaceX, OpenAI IPOs
The panel agrees that the upcoming SpaceX and OpenAI IPOs pose significant risks, primarily related to liquidity and diversification, but …