株式市場ニュース

最新の金融ニュース · 更新 7月 13, 2026

M
▼ bear…

オハイオ州の家族、雹で屋根が被害を受けたと主張 — しかしステート・ファームは3枚の屋根材しか修理しないと回答、これは違法行為の可能性も

An Ohio family says hail wrecked their roof — but State Farm will only fix three shingles, a move that might be illegal

The discussion highlights a regulatory arbitrage problem for State Farm in Ohio, where their three-shingle offer may violate state matching …

Yahoo Finance · 5月 25, 2026
PYPL
▬ mixed

ペイペル株を買うべきか、売るべきか、それとも保有すべきか?

Should You Buy, Sell, or Hold PayPal Stock?

The panel consensus is bearish on PayPal, with key risks including margin compression due to competitive pressure, slow TPV growth, …

Nasdaq · 5月 25, 2026
GOOGL
▼ bear…

億万長者のスタンレー・ドラッケンミラー氏、アルファベット(Google)を売却し、エージェンティックAIへの直接的な賭けとなる2銘柄を購入

Billionaire Stanley Druckenmiller Just Dumped Alphabet (Google) and Picked Up 2 Stocks That Are Direct Bets on Agentic AI

The panel consensus is bearish on Intel and ARM, citing execution risks, geopolitical tensions, and competition from Nvidia and ASICs. …

Nasdaq · 5月 25, 2026
CE
▬ mixed

ウォール・ストリートは、AIデータセンターがインターネット時代以来最大の電力ブームを引き起こすと考えている。今すぐ買うべきないかねつの株がある。

Wall Street Thinks AI Data Centers Could Trigger the Biggest Power Boom Since the Internet Era. 1 No-Brainer Stock to Buy Now.

The panel is divided on Constellation Energy's (CEG) potential as a data center power provider, with concerns about execution risks, …

Nasdaq · 5月 25, 2026
▬ mixed

レイチェル・リーブス、大臣に4つの主要産業で「英国製を買う」よう指示

Rachel Reeves tells ministers to ‘buy British’ in four key industries

Rachel Reeves' procurement policy aims to bolster domestic capacity in strategic sectors, but risks higher costs, slower delivery, and potential …

The Guardian · 5月 25, 2026
S
▼ bear…

皆がガソリンのコストについて話している…間もなく皆が食料のコストについて話すようになる

Everyone Talks About The Cost Of Gasoline... Soon Everyone Will Be Talking About The Cost Of Food

The panel generally agrees that while diesel and fertilizer costs pose near-term food price catalysts, the risk of a total …

ZeroHedge · 5月 25, 2026
CASY
▼ bear…

ケイジーの(CASY)一般は隠されたJim Cramerの宝石のように見える

Casey’s (CASY) General Appears To Be A Hidden Jim Cramer Gem

The panel consensus is bearish on CASY, citing cyclical fuel margins, labor cost pressures, and potential margin compression from increased …

Yahoo Finance · 5月 25, 2026
COST
▬ mixed

ジム・クレマーがコストコ(COST)についての予想に満足していないことを共有

Jim Cramer Shares Unsurprising Take On Costco (COST)

Despite Costco's strong YTD performance and membership resilience, panelists express concern about valuation, margin pressure from fuel costs, and potential …

Yahoo Finance · 5月 25, 2026
VFC
▼ bear…

ジム・クレイマーがV.F. Corp (VFC)について語る

Jim Cramer Discusses V.F. Corp (VFC)

The panel consensus is bearish, with concerns about VFC's wholesale channel vulnerability, intense competition, and lack of sustained revenue growth …

Yahoo Finance · 5月 25, 2026
IBM
▼ bear…

ジム・クレイマーがインターナショナル・ビジネス・マシーンズ(IBM)がもっとうまくやるべき理由を明かす

Jim Cramer Reveals Why International Business Machines (IBM) Should Be Doing Better

The panel consensus is bearish on IBM, citing real execution shortfalls, software commoditization, and the risk of IBM's quantum and …

Yahoo Finance · 5月 25, 2026
PANW
▬ mixed

Jim Cramerがパロ・アルト(PANW)についてなぜ幸せなのかを共有する

Jim Cramer Shares Why He’s Happy About Palo Alto (PANW)

Palo Alto Networks' (PANW) 45% YTD gain and dual $275 price targets are driven by AI narrative and sector rotation, …

Yahoo Finance · 5月 25, 2026
CRWD
▬ mixed

ジム・クレイマーがCrowdStrike(CRWD)について大きな主張をする

Jim Cramer Makes Big Claim About CrowdStrike (CRWD)

Panel consensus leans bearish, warning of potential multiple compression due to high valuation, uncertain enterprise security budgets, and risks from …

Yahoo Finance · 5月 25, 2026