株式市場ニュース
最新の金融ニュース · 更新 7月 14, 2026
もし1つのVanguard ETFを永遠に保有することができたら、私が買うのはこれです
If I Could Only Hold 1 Vanguard ETF Forever, Here's What I'd Buy
The panel consensus is that VOO, while a solid core holding, presents significant risks in its current form. The panelists …
このファンドの6500万ドルの住宅建設関連投資について知っておくべきこと：1株47ドルの買収前に
What to Know About This Fund's $65 Million Homebuilder Bet Before a $47-Per-Share Buyout
First Trust's Q1 stake in Tri Pointe (TPH) was a merger arbitrage play, capturing the spread between the market price …
このファンドの6100万ドルのSelf-Storage購入に関する知っておくべきこととして、105億ドルの取引が近づいている
What to Know About This Fund's $61 Million Self-Storage Bet as a $10.5 Billion Deal Nears
The panel is divided on First Trust's $61.29M NSA position, with concerns about deal risk, regulatory scrutiny, and limited organic …
予測：NVIDIAが2029年までに世界初の15兆ドル企業になる
Prediction: Nvidia Will Become the World's First $15 Trillion Company by 2029
The panel consensus is bearish on Nvidia's $15T valuation target by 2029, citing unsustainable growth rates, margin pressure from custom …
コストコ株の分割に関する噂が急増、COSTが1,000ドルマイルストーンを再び達成
Costco Stock Split Rumors Explode as COST Smashes $1,000 Milestone Again
The panel is largely bearish on Costco's current valuation, with the 56x trailing P/E being a key concern. They argue …
Super Micro Computer (SMCI) がマシュー・タウバーガー氏を最高収益責任者（CRO）に任命
Super Micro Computer (SMCI) Appoints Matthew Thauberger as Chief Revenue Officer
The panel is divided on the impact of Matthew Thauberger's appointment as CRO at SMCI. While some see it as …
VIAVIソリューションズ（VIAV）がサイバーフlood CF1000 400Gセキュリティテストプラットフォームを発進
VIAVI Solutions (VIAV) Launches CyberFlood CF1000 400G Security Test Platform
The panel is generally neutral to bearish on VIAV's CF1000 launch, citing long sales cycles, lack of revenue guidance, and …
On Holding (ONON)が現在投資すべき最も優れた低価格成長株である理由
Here is Why On Holding (ONON) is One of the Best Low Priced Growth Stocks to Invest In
On Holding's strong Q1 results, particularly the 64.2% gross margin, signal operational leverage and brand strength. However, there's disagreement on …
Instacart (CART) がセルフサービス広告マネージャーを小売パートナーに拡大
Instacart (CART) Expands Self-Serve Ads Manager to Retail Partners
Instacart's self-serve Ads Manager expansion is seen as operationally sound and could drive higher ad revenue, but there are concerns …
Evolv Technologies（EVLV）は、現在投資すべき最適な低価格成長株の一つでしょうか？
Is Evolv Technologies (EVLV) One of the Best Low Priced Growth Stocks?
The panel consensus is bearish on EVLV, citing widening GAAP losses, thin margins, and significant risks including SEC investigations, customer …
GitLab (GTLB) は Google Cloud とのパートナーシップを拡大し、Gemini モデルを Duo Agent プラットフォームに統合
GitLab (GTLB) Expands Google Cloud Partnership to Integrate Gemini Models into Duo Agent Platform
The panel generally views GitLab's integration of Google's Vertex AI Gemini into its Duo Agent Platform as a strategic move, …
ドラフトキングス（DKNG）が2026年Q1で165億ドルの収益を報告、YoYで17%増
DraftKings (DKNG) Reports Q1 2026 Revenue of $1.65B, Up 17% YoY
The panelists generally agreed that while DraftKings (DKNG) achieved GAAP profitability and showed revenue growth, the company faces significant challenges …