株式市場ニュース
最新の金融ニュース · 更新 8月 22, 2026
Lennox International Inc. 2026年第2四半期決算説明会の概要
Lennox International Inc. Q2 2026 Earnings Call Summary
Lennox is pursuing a margin-over-volume strategy by reducing residential volume and focusing on higher-margin commercial and parts & accessories segments. …
GEヘルスケアテクノロジーズ 2026年第2四半期決算説明会の概要
GE HealthCare Technologies Inc. Q2 2026 Earnings Call Summary
GEHC's strong organic orders growth and record backlog are offset by operational challenges in PCS, potential margin pressure due to …
日銀、政策金利を1%で据え置き 基調インフレは2%目標を上回ると警告
BOJ holds rates at 1%, warns of underlying inflation exceeding 2% target
The BOJ's 1% hold with explicit inflation warning and 8-1 vote signals a dovish stance, but dissent and hawkish notes …
CXMTが上海で大規模デビュー、世界メモリ大手との次なる対決へ
CXMT's blockbuster debut in Shanghai sets stage for next test against global memory giants
The panel is bearish on CXMT's stock, citing persistent wafer consumption inefficiency, HBM generation lag, low yields, and the risk …
ティム・クック、7月30日にApple CEOとして最後の決算説明会を開催。同社株は今が買い時か？
Tim Cook Will Host His Last Earnings Call as Apple CEO on July 30. Is the Stock a Buy Now?
The panel consensus is bearish, with the key concern being regulatory risks that could significantly impact Apple's high-margin services revenue, …
アライアント・エナジー、第2四半期利益が減少
Alliant Energy Corp Profit Drops In Q2
Alliant Energy's (LNT) earnings are essentially stalled, with interest rates and capex-heavy operations posing challenges. The stock trades at a …
売上高が400%急増のApplied Digital株は買いか？
As Revenue Surges 400%, Is Applied Digital Stock a Buy?
The panel is largely bearish on Applied Digital (APLD) due to heavy reliance on low-margin, one-time services, high debt, negative …
GEヘルスケア・テクノロジーズ Q2決算説明会ハイライト
GE HealthCare Technologies Q2 Earnings Call Highlights
GEHC's strong order growth and backlog are offset by significant execution risks in Patient Care Solutions, with a strategic review …
7月30日の株式市場：アマゾン、時間外取引で8%以上急騰 決算好調を受け
Stock Market Today, July 30: Amazon Soars Over 8% After Hours on Earnings Beat
Panelists debate Amazon's AI investment strategy, with bulls focusing on AWS growth and potential retail margin recovery, while bears highlight …
キャシー・ウッド氏、仮想通貨株を買い増し：価格下落時に
Investor Cathie Wood Buys Crypto Stocks As Prices Fall
The panel discusses Cathie Wood's recent purchases of COIN and CRCL, with mixed views on whether it signals conviction or …
米週次失業保険申請件数、予想より小幅に増加
U.S. Weekly Jobless Claims Rebound Slightly Less Than Expected
While initial claims remain below 200k, indicating a relatively stable labor market, there's a growing consensus that labor hoarding is …
直近で利益を確定したAI株を再購入し、別の株をアップグレードする
We're buying an AI stock that we recently took profits on and upgrading another
The panelists generally agree that the recent dip in Qnity (Q) and Corning (GLW) stocks presents a risky buying opportunity, …